SharePoint® 2010 SIX-IN-ONE Chris Geier Cathy Dew Becky Bertram Raymond Mitchell Wes Preston Ken Schaefer Andrew Clark WILEY Wiley Publishing, Inc. www.it-ebooks.info SharePoint® 2010 Six-in-One Published by Wiley Publishing, Inc. 10475 Crosspoint Boulevard Indianapolis, IN 46256 www.wiley.com Copyright © 2011 by Wiley Publishing, Inc., Indianapolis, Indiana Published simultaneously in Canada ISBN: 978-0-470-87727-2 ISBN: 978-1-118-05943-2 (ebk) ISBN: 978-1-118-05826-8 (ebk) ISBN: 978-1-118-05827-5 (ebk) Manufactured in the United States of America 10 987654321 No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning or otherwise, except as permitted under Sections 107 or 108 of the 1976 United States Copyright Act, without either the prior written permission of the Publisher, or authorization through payment of the appropriate per-copy fee to the Copyright Clearance Center, 222 Rosewood Drive, Danvers, MA 01923, (978) 750-8400, fax (978) 646-8600. 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Library of Congress Control Number: 2010941219 Trademarks: Wiley, the Wiley logo, Wrox, and the Wrox logo are trademarks or registered trademarks of John Wiley & Sons, Inc. and/or its affiliates, in the United States and other countries, and may not be used without written permission. SharePoint is a registered trademark of Microsoft Corporation in the United States and/or other countries. All other trademarks are the property of their respective owners. Wiley Publishing, Inc. is not associated with any product or vendor mentioned in this book. www.it-ebooks.info ABOUT THE AUTHORS CHRIS GEIER is a 15-year veteran of the technology industry and specializes in all things Microsoft. He was introduced to SharePoint 2001 while working for Microsoft services. Chris is a participant in, and advocate for, the SharePoint community, as well as a regular participant/speaker at SharePoint Saturday and other grass-roots events. When not twiddling with the latest gadgets, software, and technology, you'll find Chris cheering his budding baseball and gymnastic stars. Chris and his wife, Sara, have four kids and live in suburban Chicago. BECKY BERTRAM is an independent consultant living in the St. Louis area. She has more than a decade of experience building web content management solutions for clients, using the Microsoft platform. She and her husband, Ryan, are looking forward to the birth of their first child. Becky posts frequently to her blog, www .beckybertram.com. You can also follow Becky on Twitter, at Obeckybertram. ANDREW CLARK is a senior SharePoint consultant based in the Chicago area. A graduate in finance from North Central College, his background is mainly ASP.NET web application development, with an emphasis on security. His focus for the last three years has been entirely on SharePoint. He is an MCTS with WSS 3.0 Configuration, WSS 3.0 Application Development, MOSS 2007 Configuration, and MOSS 2007 Application Development. When not behind a computer screen, he can be found at the nearest basketball court. CATHY DEW (MCTS) is a senior consultant and graphic designer for Summit 7 Systems in Huntsville, Ala. With an advertising agency and graphic design background, her focus is on user interface design and user experience with sites. She has worked primarily with SharePoint installations to brand SharePoint and make it look "not like SharePoint." She helped found the Birmingham SharePoint User Group and is the communications VP for the Women in SharePoint Group. She has presented at user groups and conferences. RAYMOND MITCHELL is a senior consultant in Minneapolis, and has worked with SharePoint since 2001. He is a frequent speaker at the Minnesota SharePoint User Group, and has also spoken before the Wisconsin, Iowa, Nebraska, and St. Louis user groups, as well at several SharePoint Camps/Saturdays. He blogs at www. iwkid. com on information worker technologies, including SharePoint and Office development. www.it-ebooks.info ABOUT THE AUTHORS WES PRESTON is a SharePoint consultant and Microsoft MVP, and works primarily as a SharePoint product specialist, solution designer, and IT pro, helping align business needs with the SharePoint platform and guiding organizations through the use of best practices. A technology evangelist for 15 years, he has been an organizer and frequent speaker at the Minnesota SharePoint User Group and Twin City SharePoint Saturdays. He blogs at www. idubbs .com/blog. Outside the office, he spends time with his wife and two boys. KEN SCHAEFER, MBA, is a senior consultant in the Chicago area, and has worked in technology for 20 years, focusing for the past five on SharePoint-based solutions. He was a contributing author for Professional SharePoint 2010 Development (Wrox) where he wrote on web content management. Ken has presented at user groups and conferences on a variety of technical and business topics, and he blogs at www.sharepointy.net. He can be reached at ken@sharepointy .net. www.it-ebooks.info ABOUT THE TECHNICAL EDITOR FABIO CLAUDIO FERRACCHIATI is a senior consultant and a senior analyst/developer. He works for Brain Force (www.brainforce.com) in its Italian branch (www.brainforce. it). He is a Microsoft Certified Solution Developer for .NET, a Microsoft Certified Application Developer for .NET, and a Microsoft Certified Professional. Over the past 10 years he has written articles for Italian and international magazines, and co-authored more than 10 books on a variety of computer topics. www.it-ebooks.info CREDITS ACQUISITIONS EDITOR Paul Reese PROJECT EDITOR William Bridges TECHNICAL EDITOR Fablo Claudio Ferracchlatl PRODUCTION EDITOR Rebecca Anderson COPY EDITOR Kim Cofer EDITORIAL DIRECTOR Robyn B. Slesky EDITORIAL MANAGER Mary Beth Wakefield FREELANCER EDITORIAL MANAGER Rosemarle Graham ASSOCIATE DIRECTOR OF MARKETING David Mayhew VICE PRESIDENT AND EXECUTIVE GROUP PUBLISHER Richard Swadley VICE PRESIDENT AND EXECUTIVE PUBLISHER Barry Pruett ASSOCIATE PUBLISHER Jim Mlnatel PROJECT COORDINATOR, COVER Katie Crocker PROOFREADER Shellah Ledwldge, Word One New York INDEXER J & J Indexing COVER DESIGNER Michael E. Trent COVER IMAGE © kycstudlo/lstockphoto.com PRODUCTION MANAGER Tim Tate www.it-ebooks.info CONTENTS FOREWORD xxi INTRODUCTION xxiii CHAPTER 1: SHAREPOINT OVERVIEW 3 Introducing SharePoint 3 SharePoint as a Web Platform 4 SharePoint as the Collaboration Platform 6 SharePoint as a Search Provider 9 SharePoint as a Presentation Layer 13 SharePoint as a Development Platform 16 SharePoint for Social Networking 17 Core SharePoint 18 Sites and Webs 18 Lists and Libraries 19 Properties and Metadata 22 Web Parts 23 SharePoint 2010 Editions 23 SharePoint Foundation 2010 23 SharePoint Server 2010: Intranet 24 SharePoint Server 2010: Internet/Extranet 25 Search Server 2010 26 FAST Search 27 SharePoint Online 27 Other Related Products 27 Summary 29 CHAPTER 2: PLANNING FOR SHAREPOINT 31 Business Planning 32 Web Strategy 32 Other Strategies 33 SharePoint Road Map 35 Budgeting 36 Staffing 37 www.it-ebooks.info CONTENTS IT Professional Planning 39 Server Standards and Builds 39 Architecture Considerations 40 PowerShell 41 Developer Planning 42 Development Standards 42 Tools 43 Installation, Configuration, and Migration 43 Migration Options 43 Planning and Design 44 Operations and Administration 44 Communication Planning 44 Training Planning 45 Support Planning 48 Summary 49 CHAPTER 3: GETTING STARTED WITH SHAREPOINT 51 Business Justification and ROI 51 Measuring Value 52 Identifying Business Needs 54 Prioritization 54 Measuring Success 55 Choosing an Entry Point 56 Traditional Entry Points 57 Creating a Road Map 58 Tackling Business Needs with SharePoint Basic Concepts 59 User Directories and People Search 59 General Search 60 Document and File Storage 61 Build or Buy, On-Premise or Hosted 61 On-Site Server Farms 62 Hosted Options 62 Beyond Out-of-the-Box 63 SharePoint Designer 2010 63 Third-Party Add-Ons 64 Summary 65 www.it-ebooks.info CONTENTS PART II: BRANDING WITH SHAREPOINT 2010 CHAPTER 4: MASTER PAGES 69 What Is Branding? 69 Why Do You Need to Brand SharePoint? 70 Why Brand Using SharePoint Master Pages? 70 What's New with SharePoint Server 2010 Master Pages? 71 Tables Are Out and Dynamic Positioning Is In 71 What the Changes Mean for Your Branding Plans 71 How to Apply Them: Central Administration and Site Settings 72 Simple.Master 73 Using the Simple.Master Page 73 How to Make Changes to the Simple.Master 74 Dynamic Master Pages 74 What Are the Out-of-the-Box Dynamic Master Pages? 75 Working with Dynamic Master Pages to Change the Look of SharePoint 76 Application.Master Page 78 Changing the Application.Master Page 78 Changes to the Application.Master Page 79 Designing with the SharePoint Ribbon 79 Planning Your Branding Customizations for the Ribbon 80 Customizing the Ribbon with Branding 80 Tools for Working with SharePoint Master Pages 85 SharePoint Designer 85 Visual Studio 87 Solution Packages 87 Upgrade Considerations for 2007 Master Pages 91 Summary 91 CHAPTER 5: SHAREPOINT THEMES 93 SharePoint Themes and Branding 93 Changes to SharePoint Themes 94 Goals of Themes 97 Themes Infrastructure 99 Creating Themes 103 Customizing Colors and Fonts in Your Site 103 Design Separation 105 Summary 106 www.it-ebooks.info CONTENTS CHAPTER 6: CASCADING STYLE SHEETS AND SHAREPOINT 107 Cascading Style Sheets: Using Them for Branding SharePoint 107 How Does CSS Drive the Branding of SharePoint? 108 Inheritance of Styles 112 Creating Themable CSS 112 CSS and Page Layouts 112 CSS and Web Parts 113 Customizing Out-of-the-Box Web Part Design Using CSS 113 Using CSS to Style Custom-Developed Web Parts and Controls 113 Tools for Working with CSS 113 SharePoint Designer 114 Visual Studio 117 Other Tools 119 Summary 119 CHAPTER 7: FEATURES AND SOLUTIONS 123 Understanding Features 123 Installing, Activating, Deactivating, and Uninstalling Features 128 Configuring a Feature 133 Using the UpgradeActions Element 136 Understanding Solutions 139 Understanding the Solution Lifecycle 140 Sandboxed Solutions 140 Farm Solutions 144 Configuring a Solution 147 Features and Solutions in Visual Studio 2010 152 SharePoint 2010 Visual Studio Project Item Templates 154 Creating a SharePoint 2010 Project in Visual Studio 2010 156 Adding and Configuring a Feature in Visual Studio 2010 157 Configuring a Solution in Visual Studio 2010 159 Deploying, Retracting, and Debugging Solutions in Visual Studio 2010 161 Example: Creating a Feature and Solution Using Visual Studio 2010 163 Summary 165 www.it-ebooks.info [...]... 543 SharePoint Branding 543 SharePoint Development 544 Business Connectivity Services 545 The Social Networking Side of SharePoint 546 Workflow and SharePoint 546 SharePoint and Search 548 General SharePoint Resources 549 Final W o r d s 551 553 INDEX www.it-ebooks.info FOREWORD It is nearly impossible to give a short, coherent answer to a SharePoint novice when I'm asked "What is SharePoint? " SharePoint. .. Workflow in SharePoint Bamboo Workflow Conductor Nintex W o r k f l o w 2010 K2 Global 3 6 0 429 433 438 444 454 455 456 456 456 Summary 458 CHAPTER 18: INTRODUCTION TO ENTERPRISE SEARCH Understanding Search 461 462 Search Behaviors 462 Basic Understanding 464 Product Overview 466 SharePoint Foundation 2010 466 Search Server 2010 Express 467 www.it-ebooks.info CONTENTS Search Server 2010 467 SharePoint. .. development > Business Connectivity Services (BCS) > SharePoint social features >- SharePoint workflow >- SharePoint search The last six of these are distinctive areas within SharePoint — hence, the title of this book: SharePoint 2010 Six-in-One These areas were felt to be of vital importance to getting true value from your SharePoint deployment They are a start on your journey, after which you can chose... available throughout the environment SharePoint introductions and basics > SharePoint branding (look and feel) > SharePoint development > Business Connectivity Services (BCS) > SharePoint. .. for you or your organization SharePoint is an enabling technology Merely deploying SharePoint isn't a silver bullet that will transform your organization But consciously building a SharePoint environment and training end users how to use the tool appropriately can and will propel an organization to a higher level of productivity SharePoint as a Web Platform At its core, SharePoint is a web application... designers need to know that SharePoint is an ASP.NET application that conforms to many of the web standards in use today Microsoft's W e b Platform SharePoint is a platform not only for its own family of products, but for many other Microsoft and partner products as well Within the SharePoint family of products, SharePoint Foundation is the core platform for all the other SharePoint, Search Server, . SharePoint 2010 Editions 23 SharePoint Foundation 2010 23 SharePoint Server 2010: Intranet 24 SharePoint Server 2010: Internet/Extranet 25 Search Server 2010 26 FAST Search 27 SharePoint. Overview 466 SharePoint Foundation 2010 466 Search Server 2010 Express 467 www.it-ebooks.info CONTENTS Search Server 2010 467 SharePoint Server 2010 468 FAST Search Server 2010 for SharePoint. Studio 2010 152 SharePoint 2010 Visual Studio Project Item Templates 154 Creating a SharePoint 2010 Project in Visual Studio 2010 156 Adding and Configuring a Feature in Visual Studio 2010 157