Steven Mann Create collaborative portals and sites Generate BI reports and manage records Enjoy wiki-style editing capabilities The book you need to succeed! Discover SharePoint tips, hacks, and new solutions Microsoft ® SharePoint ® Server 2010 Mann The must-have guide for SharePoint system administrators! Whether you use it for development, as a collaboration vehicle, or a Web content manager, SharePoint Server 2010 is so feature-rich, it has something for everybody. But if you’re the systems administrator, managing all that variety can be tricky. The 700+ pages in this in-depth guide cover everything you need to install, configure, and administer this powerful tool. Set up workflows, master BI tools, configure an intranet portal—it’s all here and much more! • Determine which one you need—SharePoint Server (SPS) 2010 or SharePoint Foundation Server (SFS) 2010 • Customize and manage Web Parts • Create intranet and internet portals to facilitate your business • Learn SPS and SFS out-of-the-box workflows • Integrate Office systems with SharePoint • Use SharePoint for business intelligence (BI) with PowerPivot and other tools • Track projects and Key Performance Indicators (KPIs) and create an accounting dashboard Shelving Category: COMPUTERS / Client-Server Computing Reader Level: Beginning to Advanced $44.99 USA $53.99 Canada www.wiley.com/go/sharepointserver2010bible Companion Web Site Visit www.wiley.com/go/ sharepointserver2010bible and download solution packages applicable to the book’s projects. Steven Mann is a Principal Architect for RDA Corporation and has over 16 years of professional experience. He has been focused on collaboration and business intelligence solutions utilizing Microsoft technologies for the past seven years. SharePoint ® Server 2010 Microsoft ® Companion Web Site spine 1.63 www.it-ebooks.info www.it-ebooks.info Microsoft ® SharePoint ® Server 2010 Bible Steven Mann 01_643839-ffirs.indd i01_643839-ffirs.indd i 8/27/10 1:11 PM8/27/10 1:11 PM www.it-ebooks.info Microsoft ® SharePoint ® Server 2010 Bible Published by Wiley Publishing, Inc. 10475 Crosspoint Boulevard Indianapolis, IN 46256 www.wiley.com Copyright © 2010 by Wiley Publishing, Inc., Indianapolis, Indiana Published simultaneously in Canada ISBN: 978-0-470-64383-9 Manufactured in the United States of America 10 9 8 7 6 5 4 3 2 1 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. Requests to the Publisher for permission should be addressed to the Permissions Department, John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030, (201) 748-6011, fax (201) 748- 6008, or online at http://www.wiley.com/go/permissions. LIMIT OF LIABILITY/DISCLAIMER OF WARRANTY: THE PUBLISHER AND THE AUTHOR MAKE NO REPRESENTATIONS OR WARRANTIES WITH RESPECT TO THE ACCURACY OR COMPLETENESS OF THE CONTENTS OF THIS WORK AND SPECIFICALLY DISCLAIM ALL WARRANTIES, INCLUDING WITHOUT LIMITATION WARRANTIES OF FITNESS FOR A PARTICULAR PURPOSE. NO WARRANTY MAY BE CREATED OR EXTENDED BY SALES OR PROMOTIONAL MATERIALS. THE ADVICE AND STRATEGIES CONTAINED HEREIN MAY NOT BE SUITABLE FOR EVERY SITUATION. THIS WORK IS SOLD WITH THE UNDERSTANDING THAT THE PUBLISHER IS NOT ENGAGED IN RENDERING LEGAL, ACCOUNTING, OR OTHER PROFESSIONAL SERVICES. IF PROFESSIONAL ASSISTANCE IS REQUIRED, THE SERVICES OF A COMPETENT PROFESSIONAL PERSON SHOULD BE SOUGHT. 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Library of Congress Control Number: 2010935565 Trademarks: Wiley, the Wiley logo, and related trade dress 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. Microsoft and SharePoint are registered trademarks 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. Wiley also publishes its books in a variety of electronic formats. Some content that appears in print may not be available in electronic books. 01_643839-ffirs.indd ii01_643839-ffirs.indd ii 8/27/10 11:47 AM8/27/10 11:47 AM www.it-ebooks.info A ppreciation is extended to Ramu Pulipati and Samir Patel from RDA Corporation for gener- ating the downloadable content for this publication. Their examples and code extend the concepts within their related chapters and help dive deeper than what is possible in text and figures. Special thanks to Richard Phillips, one of my previous customers, who continually challenged me to produce solutions within SharePoint and InfoPath that didn’t seem possible. Rich kept my skills sharpened and assisted in expanding my knowledge and capabilities. I’d also like to thank my family and friends for their support and patience as I’ve worked on this book. I became committed to the revision of the SharePoint 2007 Bible to produce the SharePoint 2010 version from day one and spent countless hours every night to produce a quality publication. Thank you for standing by me during this time. Thank you to everyone at Wiley that made this book a reality. I would like to thank Aaron Black, my acquisitions editor, and Beth Taylor, the project editor, for being patient with me and helping me along the process. About the Author Steve Mann is a Principal Architect for RDA Corporation and has over 16 years of professional experience. He has been focused on collaboration and business intelligence solutions utilizing Microsoft technologies for the past 7 years. Steve managed the internal BI Practice Group at RDA for several years and is still an active participant. He is also heavily involved within RDA’s Collaboration/Search Practice Group. Steve enjoys vacationing with his family along the east coast including locations such as Orlando, Florida; Williamsburg, Virginia; Ocean City, Maryland; Sea Isle City, New Jersey; and New York City and usually hits three or four locations each year. 01_643839-ffirs.indd iii01_643839-ffirs.indd iii 8/27/10 11:47 AM8/27/10 11:47 AM www.it-ebooks.info Credits Acquisitions Editor Aaron Black Executive Editor Jody Lefevere Project Editor Beth Taylor Technical Editor Jeffery Charikofsky Copy Editor Beth Taylor Editorial Director Robyn Siesky Editorial Manager Rosemarie Graham Business Manager Amy Knies Senior Marketing Manager Sandy Smith Vice President and Executive Group Publisher Richard Swadley Vice President and Executive Publisher Barry Pruett Project Coordinator Katie Crocker Graphics and Production Specialists Carl Byers Andrea Hornberger Quality Control Technician Melanie Hoffman Proofreading and Indexing Christine Sabooni BIM Indexing & Proofreading Services Media Development Project Manager Laura Moss Media Development Assistant Project Manager Jenny Swisher Media Development Associate Producer Josh Frank 01_643839-ffirs.indd iv01_643839-ffirs.indd iv 8/27/10 11:47 AM8/27/10 11:47 AM www.it-ebooks.info v Acknowledgments ..........................................iii Introduction ............................................... xx Part I: Getting Started With SharePoint 1 Chapter 1: Introducing SharePoint Products and Technologies .........3 Exploring SharePoint Server 2010 4 Comparing Microsoft Office SharePoint Server 2007 and SPS 2010 5 Choosing between SPS and SharePoint Foundation (SF) 7 Comparing SPS and SF 2010 7 Considering organizational size 9 Meeting the requirements 10 Typical SharePoint Foundation requirements 10 Typical SPS requirements 10 Summary 11 Chapter 2: Installing SharePoint ................................ 13 Planning Your SharePoint Deployment 13 Choosing your shared service application roles 14 Defining your SharePoint farm topology 15 Physical architecture key concepts 16 Choosing your portal topology 16 Considering Administrator Security Needs 18 Integrating with network infrastructure 18 Providing authentication 18 Using SQL Server 19 Using Exchange Server 19 Installing Your SharePoint Farm Components 20 Installing prerequisite components 20 Checking the hardware and software requirements 20 Installing SQL Server 20 Running the SharePoint 2010 Preparation Tool 21 Preparing administrative accounts 22 Installing SharePoint 22 Installing on a single server with SQL Server Express 23 Installing SharePoint Foundation in a farm configuration 23 Installing SPS in a farm configuration 24 02_643839-ftoc.indd v02_643839-ftoc.indd v 8/27/10 11:47 AM8/27/10 11:47 AM www.it-ebooks.info vi Contents Central Administration Configuration 25 Configuring your SharePoint Farm 26 Configuring incoming/outgoing e-mail settings 26 Alternating access mapping 27 Configuring diagnostics logging 27 Backing up a SharePoint farm 28 Application configuration 28 Associating Web applications and SSAs 29 Configuring Excel Services 30 Creating Top-Level Sites 31 Configuring a Site 32 Summary 33 Chapter 3: Using Sites and Pages............................... 35 Designing Your Site Structure 35 Defining site-related terms 36 Defining site collections and site maintenance policies 38 Defining site collections 38 Defining site maintenance policies 38 Using Site Templates 41 Using collaboration templates 42 Team site template 42 Blank site template 43 Enterprise Wiki site 43 Blog 45 Records Center (SPS only) 46 Documents Center 47 Document workspace 48 Group Work site 49 Using publishing templates 50 Publishing site with workflow (SPS only) 50 Publishing site (SPS only) 51 Using meeting templates 52 Basic meeting workspace 52 Blank meeting workspace 53 Decision meeting workspace 54 Social meeting workspace 55 Multipage meeting workspace 56 Using Enterprise site templates 56 Personalization site 56 Enterprise Search Center 58 Basic Search Center 59 FAST Search Center 59 Using Web Database site templates 59 Creating a custom site template 62 02_643839-ftoc.indd vi02_643839-ftoc.indd vi 8/27/10 11:47 AM8/27/10 11:47 AM www.it-ebooks.info vii Contents Implementing Your Site Structure 64 Creating your root sites 64 Implementing your friendly names 66 Implementing navigation 66 Turning on site features 69 Using Pages and Page Libraries 71 Modifying page content types 71 Adding site and server columns 72 Associating columns with content types 73 Creating a site content type 74 Modifying page layouts 74 Editing the page layouts using SharePoint Designer 76 Selecting the page layouts available in a page library 78 Using Site Pages and Site Assets 78 Modifying site pages 79 Creating a new site page 80 Editing a site page 80 Utilizing site assets 80 Adding files to site assets 80 Using site asset items in site pages 80 Summary 82 Chapter 4: Using Lists and Libraries............................. 83 Implementing SharePoint Lists and Libraries 83 Using the SharePoint list templates 84 Blank & Custom list templates 84 Communication list templates 84 Data list templates 85 Tracking list templates 85 Creating a list using a template 86 Using the SharePoint library templates 86 Content library templates 86 Data library templates 87 Creating a library using a template 87 Creating custom SharePoint lists 87 Creating custom lists in a Web page 88 Creating custom lists in Datasheet view 88 Importing spreadsheets to create custom lists 89 Configuring list and library settings 91 Configuring general settings 91 Adding ratings to your lists 94 Managing lists and configuring list permissions 94 Configuring communication settings for a list 97 Organizing content using folders 98 02_643839-ftoc.indd vii02_643839-ftoc.indd vii 8/27/10 11:47 AM8/27/10 11:47 AM www.it-ebooks.info viii Contents Customizing Lists and Libraries 99 Implementing custom columns 99 Creating lookup lists 104 Configuring list and library item security 106 Creating Views 107 Selecting the view type 107 Configuring view settings 109 Selecting and modifying views 113 Using List Web Parts 114 Adding a list Web Part 114 Modifying list Web Part views 116 Connecting Web Parts 118 Customizing a List Data Entry Form Using InfoPath 2010 119 Modifying Form Web Parts 122 Default New Form 123 Default Display Form 125 Default Edit Form 125 Summary 125 Chapter 5: Using and Customizing Web Parts.................... 127 Exploring Web Parts 128 Using Web Parts 129 Adding a Web Part to a Web Part page 129 Closing or deleting a Web Part from a Web Part page 132 Closing a Web Part 133 Deleting a Web Part 133 Configuring Web Parts 133 Modifying the Appearance settings 134 Modifying the Layout settings 135 Modifying the Advanced section 135 Connecting Web Parts 137 Understanding Web Part Galleries 139 Web Parts in common with SharePoint Foundation 139 Content Editor Web Part 140 HTML Form Web Part 142 Image Web Part 142 Image Viewer 142 Silverlight Web Part 142 Site Users 142 Page Viewer Web Part 142 Relevant documents 143 User tasks 143 XML Web Part 144 List View Web Part 145 Data View Web Part 146 02_643839-ftoc.indd viii02_643839-ftoc.indd viii 8/27/10 11:47 AM8/27/10 11:47 AM www.it-ebooks.info [...]... chapter describes Microsoft SharePoint Server 2010, provides a highlevel feature comparison between the previous 2007 and new 2010 product versions, and helps the reader choose between SharePoint Foundation and SharePoint Server 3 www.it-ebooks.info 05_643839-ch01.indd 3 8/27/10 11:48 AM Part I: Getting Started with SharePoint Exploring SharePoint Server 2010 SharePoint Server 2010, or SPS 2010, is the... 2007 and SPS 2010 This table does not list every feature available in SharePoint but instead lists the most popular improved features and compares and contrasts the differences between the 2007 and the 2010 products TABLE 1.1 Microsoft Office SharePoint Server 2007 and SharePoint 2010 Feature Comparison Content Management and Editing Microsoft Office SharePoint Server 2007 SharePoint Server 2010 Publishing... 1.2 SPS 2010 and SF 2010 Feature Matrix Feature SharePoint Foundation Server 2010 SharePoint Server 2010 PORTAL Social networking X Sites and documents roll-up Web part X Colleagues and memberships Web parts Web parts X X X continued 7 www.it-ebooks.info 05_643839-ch01.indd 7 8/27/10 11:48 AM Part I: Getting Started with SharePoint TABLE 1.2 (continued) Feature SharePoint Foundation Server 2010 SharePoint. .. Office 2010 provides the most comprehensive and deepest integration with the platform Cross-Reference The integration between SPS 2010 and Office 2010 is discussed in detail in Chapter 13 The integration points include how Office 2010 applications make using SPS easier and how SPS 2010 can publish Office 2010 content n Comparing Microsoft Office SharePoint Server 2007 and SPS 2010 Microsoft Office SharePoint. .. 1: Introducing SharePoint Products and Technologies Category Microsoft Office SharePoint Server 2007 SharePoint Server 2010 Search Enterprise Search Enterprise Search Shared Services Shared Services Provider Service Applications Silverlight Custom or third-party controls required Built-in Silverlight Web Part Offline Capabilities Microsoft Groove SharePoint Workspace FAST Search for SharePoint Silverlight... sales people and professional speakers on many topics IN THIS CHAPTER Exploring SharePoint Server 2010 Comparing product versions Choosing between SharePoint Foundation and SharePoint Server 2010 SharePoint, in contrast, is a set of technologies that has applicability to everyone in an organization For example: CEOs can use SharePoint KPIs (Key Performance Indicators) and dashboards to see the health... installation of the prerequisite components and SharePoint software for both SharePoint Foundation and SharePoint Server installations After the installation process is complete, this chapter will assist you in configuring SharePoint for first use and create your first SharePoint site IN THIS CHAPTER Planning your SharePoint deployment Installing SharePoint Configuring your SharePoint environment Creating your... want to use SharePoint Whether you are deploying SharePoint in a small or large organization or as an Internet, intranet or extranet deployment, we hope that you will find the answers to your questions as well as be inspired by examples of what SharePoint can do for you within these pages The book’s companion Web site has additional information Go to www.wiley.com/go/sharepointserver201 0bible I would... System with SharePoint . . . . . . . . . . . . 435 Integrating with Office Applications 435 Saving files to SharePoint 436 Saving Office Documents to SharePoint 438 Adding SharePoint locations to Office applications 438 Check-in, check-out, and metadata capture 440 Publishing documents to SharePoint 2010 442 Publishing — Saving Office document to SharePoint. .. Choosing between SPS and SharePoint Foundation (SF) SharePoint Foundation 2010 (SF 2010) is a collection of services for Microsoft Windows Server 2008 that can be used to share information; collaborate with other users via document libraries, blogs, wikis, and discussions; and provide the ability to create lists and Web part pages In addition to off-the-shelf functionality, SF 2010 is used as a development . Client -Server Computing Reader Level: Beginning to Advanced $44.99 USA $53.99 Canada www.wiley.com/go/sharepointserver201 0bible Companion Web Site Visit www.wiley.com/go/ sharepointserver201 0bible. With SharePoint 1 Chapter 1: Introducing SharePoint Products and Technologies .........3 Exploring SharePoint Server 2010 4 Comparing Microsoft Office SharePoint Server 2007 and SPS 2010. utilizing Microsoft technologies for the past seven years. SharePoint ® Server 2010 Microsoft ® Companion Web Site spine 1.63 www.it-ebooks.info www.it-ebooks.info Microsoft ® SharePoint ® Server