Programming Microsoft's Clouds WINDOWS AZURE AND OFFICE 365 Thomas Rizzo Razi bin Rais Michiel van Otegem Darrin Bishop George Durzi Zoiner Tejada David Mann WILEY John Wiley & Sons, Inc.
INTRODUCTION xxv CHAPTER 1: WELCOME TO THE CLOUD 3 An Overview of the Cloud 3 Why Use the Cloud Now? 4 Understanding the Cloud Approach to Services 5 Deciding to Move into the Cloud 6 Windows Azure Platform 7 Web Role 9 Worker Role 9 VM Role 9 AppFabric 9 Access Control 10 Content Delivery Network (CDN) 10 Caching 10 Storage 10 SQL Azure 11 Windows Azure Appliance 11 Windows Azure Marketplace 11 Developer Story 13 Office 365 14 SharePoint Online 15 Exchange Online 15 Lync Online 15 Office Professional Plus and Office Web Apps 16 Developer Story 16 Summary 17 CHAPTER 2: GETTING YOUR ENVIRONMENT READY FOR OFFICE 365 19 Your Office 365 Cloud Environment Registering for Office 365 (Trial) Adding Users 19 20 23
Your Office 365 Development Environment 29 Using Virtualization for Your Development Environment 29 Using Microsoft Trial Virtual Machines 30 Using a Physical Machine for Your Development 32 Creating an Office 365 Development Environment 33 System Requirements 34 Step 1: Installing Mandatory Software 35 Step 2: Installing Service-Specific Software 39 Step 3: Finalizing Installation 42 Your First Office 365 Application 42 Your First SharePoint Online Solution 42 Your First Exchange Online Application 54 Your First Lync Online Application 60 Office 365 Development Challenges 64 Office 365 Developer Resources 65 Quick Start Office 365 Development 65 Office 365 Community 66 Office 365 Marketplace 67 Summary 67 CHAPTER 3: OFFICE 365 IDENTITY SERVICES 71 Understanding Identity 71 Understanding Identity in Office 365 72 Establishing Identity Using Only Office 365 Identities 72 Using Office 365 with On-Premises Active Directory 73 Role-Based Administration 81 Summary 83 CHAPTER 4: INTRODUCING SHAREPOINT ONLINE 85 SharePoint Online 101 85 SharePoint Online A Brief Technical Overview 86 Deployment Options 87 Programmable Scope 90 SharePoint Online Versus SharePoint On-Premises 90 Licensing 90 Features and Functionality 91 Cost 91 Availability 91 xvi
IT Professional Requirements 92 Administrative Requirements 92 Developer Requirements 92 Developing for SharePoint Online 94 Capabilities 94 Tooling 94 Summary 97 CHAPTER 5: SHAREPOINT ONLINE DEVELOPMENT 101 SharePoint Online Overview 102 Developing in the Cloud 102 Deploying and Debugging Your Solutions 102 Example Cloud Scenarios 106 Office 365 Overview 106 Differences Between SharePoint On-Premises and Online 106 What's in SharePoint Online in Office 365? 107 What About Hybrid Solutions? 108 Writing SharePoint Online Applications 109 Identity and Authentication in Office 365 109 Developing for SharePoint Online 110 Calling the Client Object Model 110 List, View, and Event Enhancements 112 List Enhancements 113 View Enhancements 120 Events Enhancements 121 The Ribbon 125 Status Bar and Notification Area 146 Working with Dialogs 150 Calling SharePoint Web Services 153 Overview of Data Technologies 154 SharePoint LINQ Support 155 Managed Client OM 165 jquery and SharePoint 187 Sandboxed Solutions 191 Types of Solutions You Can Build 192 Executing Code in the Sandbox 192 Building Declarative Workflows 195 SharePoint Designer Workflow Designer 197 Building Workflow Actions in the Sandbox 197 xvii
Building InfoPath Forms 198 Using Access Services 200 Connecting BCS to Windows Azure 200 Creating the WCF Service 200 Summary 207 CHAPTER 6: EXCHANGE ONLINE DEVELOPMENT 209 Introducing Exchange Online in Office 365 209 Exchange On-Premises Versus Exchange Online 209 Introducing the Exchange Web Services Managed API 210 Administering Exchange Online Using PowerShell 211 Building Applications for Exchange Online 212 The ExchangeService Object 212 Working with the Autodiscover Service 213 Working with Mailbox Items 220 Working with Calendar Items 222 Impersonating Other Users 226 Working with Conversations 229 Working with Streaming Notifications 232 Summary 237 CHAPTER 7: LYNC ONLINE DEVELOPMENT 239 Introducing Lync Online in Office 365 239 Lync On-Premises Versus Lync Online 240 Introducing the Lync 2010 SDK 240 Developing Applications for Lync Online 242 Working with the Lync Controls 242 Working with Conversations 250 Starting Conversations Using Automation 253 Working with Extensibility Applications 255 Summary 259 CHAPTER 8: SETTING UP AZURE 263 Getting Windows Azure 263 Registering for a Windows Azure Account 264 A Tour of the Azure Portal 264 Managing the Windows Azure Environment 266 Hosted Services 268 Storage Accounts 269 xviii
Content Delivery Network 269 A Tour of the Customer Portal 270 Understanding Azure Roles 271 Web Role 273 Worker Role 274 VM Role 274 Getting Your Development Environment Ready 275 System Requirements 276 What Language Should You Choose? 276 Getting the Developer Tools 276 Windows Azure SDK 281 Windows Azure SDK Tools 281 Windows Azure Tools for Visual Studio 282 Developing a Windows Azure Application 283 Starting with Hello World 283 Using Azure Table Storage 285 Configuring Your Application 292 Service Definition 292 Service Configuration 293 Using the Configuration Dialogs 294 Deploying Your Applications 296 Packaging and Uploading 296 Deploying from Visual Studio 297 Deploying from Staging to Production 298 Handling Changes 298 Programmatically Controlling Your Service 299 Using the Services Runtime 299 Understanding the Service Management API 300 Summary 300 CHAPTER 9: IDENTITY IN AZURE 301 Identity in the Cloud 301 Understanding Federated Identity 302 Understanding Claims 306 Windows Identity Foundation Overview 307 Working with Windows Identity Foundation 314 Creating a Claims-Aware Website 314 Creating a Claims-Aware Web Service 323 Deploying and Troubleshooting 336 Getting WIF to Work on Windows Azure 337 Diagnosing Issues 344 Summary 346 xix
CHAPTER 10: LEVERAGING BLOB STORAGE 347 Understanding Blobs and Blob Storage 347 What Is Azure Storage? 348 Understanding the Blob Hierarchy 348 Programming Blob Storage 353 Creating a Storage Account 353 Overview of the Rest APIs 356 Creating the Authorization Header 358 Working with Containers 360 Creating a Container 361 Listing Containers 363 Deleting a Container 364 Working with Blobs 366 Creating Blobs 366 Retrieving Blobs 371 Copying Blobs 374 Deleting Blobs 376 Managing Permissions 377 Summary 380 CHAPTER 11: SQL AZURE 383 SQL Azure Overview 383 The Difference Between SQL Server and SQL Azure 383 Getting Programming Databases 396 Started with Your First SQL Azure Database 393 Using SQL Server Management Studio 396 Working with Logins and Users 400 Creating Tables 403 Creating Indexes 404 Accessing SQL Azure from Applications 405 Supported Client Libraries 405 Accessing SQL Azure from Azure-Hosted Applications 406 Accessing SQL Azure from On-Premises Applications 413 Working with Transactions 416 Troubleshooting 417 Working with Firewalls 418 Troubleshooting Connection Loss 419 Calculating Usage 421 XX
Summary 423 Additional Resources 424 CHAPTER 12: AN AZURE DATAMARKET OVERVIEW 425 What Is Windows Azure Datamarket? 425 Working with Datamarket 426 Working with the Service Explorer 432 Managing Your Account 435 Programming Datamarket 437 Datamarket Concepts 437 Building a Fixed Query Datamarket Application 439 Building a Flexible Query Datamarket Application 443 Summary 448 CHAPTER 13: SERVICE BUS 449 What Is Service Bus? 449 Understanding Service Bus Brokered Messaging 449 Understanding Service Bus Relayed Messaging 452 Other Features 452 Programming Service Bus Brokered Messaging 453 Understanding Prerequisites 453 Building a Managed Queue Client 455 Programming Topics and Subscriptions 459 Building a REST Client 464 Advanced Features 473 Choosing Between Managed and REST Service Bus Clients 475 Best Practices 475 Comparing Service Bus Brokered Messaging to Azure Queues 477 Service Bus Billing and Quotas 478 Summary 479 Other Resources 479 CHAPTER 14: APPFABRIC: ACCESS CONTROL SERVICE 481 What Is the Access Control Service? 481 Access Control Service Architecture 482 Access Control Service Fundamentals 483 Getting Started with the Access Control Service 485 Creating a Service Namespace 485 Securing a Web Application 486 Configuring Additional Identity Providers 489 xxi
Customizing the Access Control Service 491 Enhancing the Login Experience 491 Working with Service Identities 495 Federating from a Local Network with ADFS 2.0 502 Modifying the Token with Rule Groups 506 Summary 508 CHAPTER 15: AZURE CONNECT 509 What Is Azure Connect? 509 Windows Azure Connect Versus Service Bus 510 How the Azure Service Bus Works 510 How Azure Connect Works 511 Which Technology Should You Choose? 511 Windows Azure Connect Fundamentals 512 Network Policy Model 512 The Azure Role Architecture 513 Azure Connect Client Agent 514 Setting Up Windows Azure Connect 514 System Requirements 515 Requesting Access to the Azure Connect CTP 515 Enabling and Configuring Azure Connect for Azure Roles 515 Enabling and Configuring Azure Connect for a VM Role 518 Enabling and Configuring Your Local Machines 518 Configure Your Network Connectivity Policy 520 Testing Connectivity to SQL Server 521 Troubleshooting Tips 528 Building a Domain-Joined Configuration 529 Troubleshooting Windows Azure Connect 530 Summary 530 CHAPTER 16: AZURE DIAGNOSTICS AND DEBUGGING 531 What Is Windows Azure Diagnostics? 531 Local Versus Cloud Debugging 532 Using Intellitrace 532 Using Profiling 534 Using Windows Azure Diagnostics 536 Configuring Azure Diagnostics 536 Adding Tracing 539 Using Performance Monitors 539 Viewing Your Logs 540 Windows Azure MMC 541 Summary 542
CHAPTER 17: WHEN TO USE AZURE VERSUS OFFICE 365 543 Which Service is More Flexible? 544 How Does Each Service Handle Identity Federation? 544 What Productivity Tools Does Each Offer? 545 How Does Each Handle Cross-Platform Support? 545 How Do Service-Level Agreements Work? 545 What Development Tools Do Azure and Office 365 Support? 546 Comparison of Azure and Office 365 547 Summary 547 INDEX 549