Contents at a Glance Introduction xxiii Chapter 1 Planning the Logical Architecture 1 Chapter 2 Designing the Physical Architecture 47 Chapter 3 Integrating SharePoint with the Network Infrastructure 127 Chapter 4 Planning for Farm Deployment 173 Chapter 5 Planning the Security Architecture 199 Chapter 6 Designing an Operations Strategy 243 Chapter 7 Designing a Strategy for Business Continuity 293 Chapter 8 Planning Service Applications 339 Chapter 9 Planning a SharePoint Component Strategy 371 Chapter 10 Planning Search Solutions 409 Chapter 11 Planning Business Management Strategies 445 Chapter 12 Planning an Upgrade and Migration Strategy 513 Appendix A Microsoft s Certification Program 557 Appendix B About the Companion CD 565 Glossary 569 Index 579 COPYRIGHTED MATERIAL
Contents Introduction xxiii Chapter 1 Planning the Logical Architecture 1 SharePoint Editions and Features 2 SharePoint Defined 3 SharePoint Editions 6 Features by Edition 7 Understanding the SharePoint Logical Architecture 13 The Server Farm 14 Site Collections and Sites 20 Designing a Logical Taxonomy 38 Building a Business Team 40 Preparing Questions 41 Defining Business Requirements 42 Defining the Budget 44 Documenting Everything 44 Summary 45 Exam Essentials 46 Chapter 2 Designing the Physical Architecture 47 Translating the Logical to the Physical Architecture 48 Server Requirements 49 Supporting Components 55 Business Context 117 Mapping Logical Design to Physical Specifications 118 Documenting the Design 118 Capacity Planning 119 Storage 119 Bandwidth 124 Processing 125 Forecasting Deployment Architecture Growth 125 Summary 126 Exam Essentials 126 Chapter 3 Integrating SharePoint with the Network Infrastructure 127 Planning Farm Communications 128 Internal Farm Communications 129 External Farm Communications 129 Content Deployment Paths 131
xii Contents Network Protocols: A Summary 132 The OSI Model 133 Networking Hardware 140 Physical Layer Protocols 152 Communications Protocols 153 Network Services 166 IP Addressing 166 DNS 168 Active Directory Domain Services (AD DS) 170 Internet Information Services (IIS) 170 SQL Server 171 Summary 171 Exam Essentials 172 Chapter 4 Planning for Farm Deployment 173 Planning Farm Deployment 174 Sequential Deployments 175 Standalone Deployments 177 Single-Server Farm Deployments 177 Multiserver Farm Deployments 178 Designing a Virtual Environment 181 Installing a Single-Server Farm 182 Installing Windows Server 183 Applying Updates 187 Installing SQL Server 2008 R2 188 Installing Microsoft Office 2010 190 Installing SharePoint Server 2010 Enterprise 191 Configuring SharePoint Server 2010 193 Planning for Sandbox Solutions 196 Summary 197 Exam Essentials 197 Chapter 5 Planning the Security Architecture 199 Planning Authentication Methods 200 Authentication Explored 201 Integrated Windows Authentication 209 Claims-Based Authentication 213 Secure Store Service 217 Planning for Secure Sites 218 Planning Secure Authentication 218 Planning a Secure Authorization Environment 221 Designing Authorization 223 Security Levels 223
Contents xiii Taxonomy of SharePoint Groups 227 Permission Levels 229 Planning Web Application Security 231 WebApp Site Collection Security 231 Managed Accounts 239 Planning Code Access Security 241 Summary 241 Exam Essentials 242 Chapter 6 Designing an Operations Strategy 243 Designing a Maintenance Strategy 245 Patch Management 245 Ongoing Maintenance Tasks 261 Planning a Monitoring Strategy 272 Monitoring the SharePoint Installation 272 Performance Monitoring 274 Logging 284 SharePoint Health Analyzer 287 Developing Provisioning Strategies 290 Summary 291 Exam Essentials 291 Chapter 7 Designing a Strategy for Business Continuity 293 Designing Availability 295 Redundancy Servers 295 Recovery Strategies 297 Implementation Plans 300 Planning a Scaling Strategy 301 Scaling Up 302 Scaling Out 303 Choosing to Scale Up or Out 305 Using Virtualization 306 Designing Recovery Strategies 314 Backup Plans 314 Performing Backups 324 Performing Recoveries 334 Summary 337 Exam Essentials 337 Chapter 8 Planning Service Applications 339 Determining Service Application Server Roles 340 The Way It Was 341 The Service Application Architecture 342
xiv Contents Service Application Roles 345 The Service Application Security Model 350 Planning a Business Connectivity Services Strategy 353 Planning an Excel Services Strategy 366 Designing a Forms Strategy 368 Summary 369 Exam Essentials 369 Chapter 9 Planning a SharePoint Component Strategy 371 Designing Web Applications 372 Understanding Application Pools 372 Working with Web Applications 378 Web Application Policies 381 SharePoint Features Used by Websites and Web Applications 389 Designing Features and Solutions 392 Understanding Features 392 Developing SharePoint Solutions 395 Understanding Web Parts 397 Planning for Site Customizations 400 Site Templates and Definitions 401 Multilingual Deployment 404 Master Pages 405 Summary 406 Exam Essentials 407 Chapter 10 Planning Search Solutions 409 Designing the Search Requirements 411 Defining Search Requirements 411 Planning Content Sources 411 Planning Data Types 414 Planning Indexing 416 Planning Federated Location Requirements 418 Planning Search Scopes 419 Planning Search Results by Prioritizing Locations 421 Planning the Search Topology 422 Administering an Index Partition and Query Components 422 Administering Crawl Databases and Components 425 Administering Property Databases and Host Distribution Rules 428 Managing Crawler Server Specifics 429
Contents xv Planning Enterprise Search 430 Search Topology Introduction 430 Designing the SharePoint Search Topology 432 Planning for People Search 438 Planning Search Reporting 442 Summary 443 Exam Essentials 444 Chapter 11 Planning Business Management Strategies 445 Planning Collaboration Components 447 Collaboration Component Overview 447 Collaboration Component Environments 449 Designing Content Management 452 ECM Component Overview 452 Document Management Planning 454 Managed Metadata Planning 456 Information Management Policy Planning 459 Web Content Management Planning 460 Records Management Planning 465 Digital Asset Management Planning 469 Planning for Social Computing 471 The User Profile Service 471 My Site Management 494 Planning for Business Intelligence Strategy 498 Administering PerformancePoint 498 Administering Excel Services 507 Managing Visio Services 509 Summary 511 Exam Essentials 511 Chapter 12 Planning an Upgrade and Migration Strategy 513 Planning a Strategy for Upgrades 514 Planning for 64-Bit Computing 515 Planning for Availability for the Upgrade 517 Upgrading Operating Systems 541 Upgrading Early SharePoint Versions 541 MOSS 2007 Upgrades 542 SQL Server Upgrades 542 SQL Server Migrations 543 Performing In-Place Upgrades 544 Performing a Rollback 546
xvi Contents Designing a Migration Strategy 547 Database Migration Considerations 547 Managing Content 554 Migrating Custom Features 554 Creating a Test and QA Implementation Plan 555 Summary 555 Exam Essentials 556 Appendix A Microsoft s Certification Program 557 Appendix B About the Companion CD 565 Glossary 569 Index 579
Table of Exercises Exercise 1.1 Exploring the SharePoint Product Capabilities..................... 4 Exercise 1.2 Viewing the New SharePoint 2010 Interface........................ 5 Exercise 1.3 Enabling Document Sets....................................... 26 Exercise 1.4 Enabling Content Type Management............................. 27 Exercise 1.5 Adding the Document Set Content Type.......................... 29 Exercise 1.6 Creating a Custom Tracking List................................. 31 Exercise 1.7 Extending a Web Application................................... 36 Exercise 2.1 Installing the DNS Server Role in the Server Manager.............. 56 Exercise 2.2 Creating the SharePoint.local Domain............................ 57 Exercise 2.3 Creating Host Records......................................... 60 Exercise 2.4 Configuring DNS IP Settings on the DNS Server................... 62 Exercise 2.5 Verifying DNS Operation....................................... 64 Exercise 2.6 Adding the AD DS Role........................................ 69 Exercise 2.7 Creating the SharePoint.local Domain............................ 70 Exercise 2.8 Integrating DNS with AD....................................... 72 Exercise 2.9 Creating User Accounts........................................ 75 Exercise 2.10 Creating Groups.............................................. 77 Exercise 2.11 Managing Group Memberships................................. 77 Exercise 2.12 Adding the IIS Server or Web Server Role........................ 81 Exercise 2.13 Creating a Website and an Application Pool....................... 83 Exercise 2.14 Recycling a Website or Application Pool.......................... 86 Exercise 2.15 Adding the SMTP Service...................................... 88 Exercise 2.16 Configuring the SMTP Service.................................. 88 Exercise 2.17 Installing SQL Server 2008 R2 x64 Trial Edition................... 104 Exercise 2.18 Working with SQL Server Management Studio................... 111 Exercise 2.19 Opening a New Query Window................................ 113 Exercise 2.20 Viewing Reports............................................. 114 Exercise 2.21 Querying the AdventureWorks Database........................ 115 Exercise 2.22 Setting the Recovery Model for a Database...................... 122 Exercise 3.1 Disabling the Windows Firewall on Windows Server 2008 R2....... 130 Exercise 3.2 Viewing the MAC Address.................................... 141 Exercise 3.3 Pinging the Loopback Address................................. 160 Exercise 3.4 Viewing TCP Statistics........................................ 164
xviii Table of Exercises Exercise 3.5 Setting a Static IP Address.................................... 167 Exercise 3.6 Working with DNS Name Resolution............................ 169 Exercise 4.1 Installing the Windows Server 2008 R2 Enterprise Edition Trial Version................................................ 183 Exercise 4.2 Installing Updates for the Operating System..................... 187 Exercise 4.3 Installing the SQL Server 2008 R2 x64 Trial Version............... 188 Exercise 4.4 Installing Microsoft Office 2010................................ 190 Exercise 4.5 Installing the SharePoint Server 2010 Enterprise Trial Version...... 191 Exercise 4.6 Running the SharePoint Products Configuration Wizard........... 193 Exercise 5.1 Creating a New WebApp and Configuring CBA................... 216 Exercise 5.2 Creating Groups in Active Directory............................ 222 Exercise 5.3 Blocking Permission Inheritance............................... 225 Exercise 5.4 Viewing Permissions for a Group on a List....................... 230 Exercise 5.5 Creating a Custom Permission Level............................ 235 Exercise 5.6 Creating a SharePoint Group.................................. 236 Exercise 6.1 Using Windows Update Automatically.......................... 248 Exercise 6.2 Using Windows Update Manually.............................. 250 Exercise 6.3 Installing Windows Server Update Services..................... 252 Exercise 6.4 Checking for Updates from SharePoint Central Administration..... 260 Exercise 6.5 Checking Index Fragmentation................................. 265 Exercise 6.6 Configuring Crawl Schedules for SharePoint Search.............. 268 Exercise 6.7 Viewing Search Reports...................................... 270 Exercise 6.8 Viewing Live Performance Counters............................ 277 Exercise 6.9 Creating a Custom SharePoint DCS............................. 279 Exercise 6.10 Customizing the SharePoint DCS............................... 280 Exercise 6.11 Viewing Reports Based on the SharePoint DCS................... 283 Exercise 6.12 Configuring Diagnostic Logging............................... 284 Exercise 7.1 Installing Hyper-V in Windows Server 2008 R2................... 307 Exercise 7.2 Creating a SharePoint VM for Single Machine Installs............. 308 Exercise 7.3 Creating a SharePoint Multiserver Farm......................... 311 Exercise 7.4 Increasing Memory for a Hyper-V VM........................... 312 Exercise 7.5 Increasing CPU Resources for a Hyper-V VM..................... 313 Exercise 7.6 Backing Up the SharePoint Server Farm Configuration............ 315 Exercise 7.7 Exporting a Site Using Central Administration................... 320 Exercise 7.8 Configuring SharePoint Recycle Bins........................... 322
Table of Exercises xix Exercise 7.9 Installing the Windows Server Backup Component............... 324 Exercise 7.10 Performing a Full Server Backup Using Windows Server Backup............................................... 325 Exercise 7.11 Performing a Backup of the SharePoint Server Farm.............. 327 Exercise 7.12 Creating a Full Backup of a Database............................ 331 Exercise 7.13 Restoring a Server Farm...................................... 335 Exercise 8.1 Creating a Custom Group for Service Applications................ 344 Exercise 8.2 Creating a New Application Pool and SA Collection............... 350 Exercise 8.3 Creating an ECT in SharePoint Designer......................... 355 Exercise 8.4 Creating an External List in SharePoint 2010..................... 360 Exercise 8.5 Customizing an External List.................................. 362 Exercise 8.6 Editing Items in External Lists................................. 364 Exercise 9.1 Creating a New Application Pool............................... 373 Exercise 9.2 Creating a New Web Application............................... 379 Exercise 9.3 Creating a User Policy........................................ 382 Exercise 9.4 Configuring the Anonymous Policy............................. 383 Exercise 9.5 Creating a New Permission Policy Level......................... 385 Exercise 9.6 Creating a Web Part Page with an RSS Feed Web Part............. 398 Exercise 9.7 Customizing Master Pages.................................... 406 Exercise 10.1 Viewing Content Sources in SharePoint Search.................. 412 Exercise 10.2 Creating Content Sources in SharePoint Search.................. 413 Exercise 10.3 Managing File Types in Search................................. 415 Exercise 10.4 Importing Federated Locations Search Connectors............... 418 Exercise 10.5 Adding a Search Scope....................................... 420 Exercise 10.6 Adding a Search Scope Rule................................... 420 Exercise 10.7 Adding an Index Partition to a Search Service Application......... 423 Exercise 10.8 Removing an Index Partition to a Search Service Application....... 424 Exercise 10.9 Adding a Query Component to an Index Partition................. 424 Exercise 10.10 Adding and Removing a Crawl Database........................ 426 Exercise 10.11 Adding and Removing a Crawl Component to a Crawl Database.... 427 Exercise 10.12 Adding and Removing a Host Distribution Rule................... 428 Exercise 10.13 Setting Up User Profile Synchronization......................... 440 Exercise 10.14 Configuring the Search Service Application for People Search...... 441 Exercise 11.1 Creating Metadata Terms for a Library.......................... 458 Exercise 11.2 Adding a Term Store Administrator............................. 459
xx Table of Exercises Exercise 11.3 Configuring Content Deployment Settings....................... 461 Exercise 11.4 Creating a New Content Deployment Path....................... 463 Exercise 11.5 Creating a New Content Deployment Job........................ 464 Exercise 11.6 Using Central Administration to Create a User Profile Service Application.......................................... 472 Exercise 11.7 Defining a Managed Path..................................... 475 Exercise 11.8 Editing a User Profile Application.............................. 475 Exercise 11.9 Using Central Administration to Assign an Administrator to a User Profile Service........................................ 476 Exercise 11.10 Using Windows PowerShell to Assign an Administrator to a User Profile Service Application.............................. 477 Exercise 11.11 Using Central Administration to Delegate User Profile Service Feature Administration................................ 479 Exercise 11.12 Creating a Custom User Profile Property........................ 480 Exercise 11.13 Creating a Custom Organization Profile Property................. 482 Exercise 11.14 Enabling Users or Groups to Use Personal and Social Features..... 488 Exercise 11.15 Adding an Audience.......................................... 490 Exercise 11.16 Adding an Audience Rule..................................... 492 Exercise 11.17 Compiling an Audience....................................... 492 Exercise 11.18 Scheduling an Audience to Be Compiled........................ 493 Exercise 11.19 Using Central Administration to Create a Wiki.................... 494 Exercise 11.20 Setting Up a My Site......................................... 495 Exercise 11.21 Adding Trusted My Site Host Locations......................... 496 Exercise 11.22 Adding a Link to Office 2010 Client Applications.................. 497 Exercise 11.23 Using Central Administration to Create a PerformancePoint Services Service Application.................................. 499 Exercise 11.24 Creating an Analysis Services Data Connection.................. 501 Exercise 11.25 Creating a PowerPivot Data Connection......................... 502 Exercise 11.26 Creating an Excel Services Data Source Connection.............. 502 Exercise 11.27 Deploying a PerformancePoint Dashboard....................... 503 Exercise 11.28 Creating an Analytic Chart or Grid.............................. 504 Exercise 11.29 Using Dashboard Designer to Configure a Report................. 505 Exercise 11.30 Enabling User-Defined Functions on a Trusted File Location........ 507 Exercise 11.31 Managing Excel Services User-Defined Function Assemblies....... 508 Exercise 11.32 Using Windows PowerShell to Create and Delete the Visio Service Application.......................................... 510
Table of Exercises xxi Exercise 11.33 Using Central Administration to Create a Trusted Data Provider for Visio Graphics Service............................. 510 Exercise 12.1 Creating the Mirroring Endpoints............................... 520 Exercise 12.2 Installing Failover Clustering.................................. 529 Exercise 12.3 Running the Validate a Configuration Wizard..................... 531 Exercise 12.4 Creating a Failover Cluster.................................... 534 Exercise 12.5 Using an Online Raid Calculator................................ 539 Exercise 12.6 Installing SharePoint Server 2010 on a SharePoint 2007 Server..... 545 Exercise 12.7 Running the SharePoint Products Configuration Wizard and Monitoring the Upgrade Process........................... 546 Exercise 12.8 Determining the Content Database for a Site..................... 551 Exercise 12.9 Configuring a Database for Read-Only Operations................ 551