ESSENTIAL SHAREPOINT 2010 ® The Addison-Wesley Series page Microsoft Technology Series Visit informit.com /mstechseries for a complete list of available publications B ooks in the Addison-Wesley Microsoft Technology Series address the latest Microsoft technologies used by developers, IT professionals, managers, and architects Titles in this series cover a broad range of topics, from programming languages to servers to advanced developer techniques The books are written by thought leaders and experts in their respective communities, including many MVPs and RDs The format of this series was created with ease-of-use in mind, incorporating features that make finding topics simple; visually friendly charts and fonts; and thorough and intuitive indexes With trusted authors, rigorous technical reviews, authoritative coverage, and independent viewpoints, the Microsoft Community can rely on Addison-Wesley to deliver the highest quality technical information ESSENTIAL SHAREPOINT 2010 ® OVERVIEW, GOVERNANCE, AND PLANNING Scott Jamison Susan Hanley Mauro Cardarelli With Contributions from Chris Bortlik and Donal Conlon Upper Saddle River, NJ • Boston • Indianapolis • San Francisco New York • Toronto • Montreal • London • Munich • Paris • Madrid Capetown • Sydney • Tokyo • Singapore • Mexico City Many of the designations used by manufacturers and sellers to distinguish their products are claimed as trademarks Where those designations appear in this book, and the publisher was aware of a trademark claim, the designations have been printed with initial capital letters or in all capitals The authors and publisher have taken care in the preparation of this book, but make no expressed or implied warranty of any kind and assume no responsibility for errors or omissions No liability is assumed for incidental or consequential damages in connection with or arising out of the use of the information or programs contained herein The publisher offers excellent discounts on this book when ordered in quantity for bulk purchases or special sales, which may include electronic versions and/or custom covers and content particular to your business, training goals, marketing focus, and branding interests For more information, please contact: U.S Corporate and Government Sales (800) 382-3419 corpsales@pearsontechgroup.com For sales outside the United States, please contact: International Sales international@pearson.com Visit us on the Web: informit.com/aw Library of Congress Cataloging-in-Publication Data Jamison, Scott Essential SharePoint 2010 : overview, governance, and planning / Scott Jamison, Susan Hanley, Mauro Cardarelli p cm Includes index ISBN 978-0-321-70075-9 (pbk : alk paper) Intranets (Computer networks) Microsoft SharePoint (Electronic resource) I Hanley, Susan, 1956- II Cardarelli, Mauro III Title TK5105.875.I6J352 2010 004.6'82—dc22 2010014024 Copyright © 2011 Pearson Education, Inc All rights reserved Printed in the United States of America This publication is protected by copyright, and permission must be obtained from the publisher prior to any prohibited reproduction, storage in a retrieval system, or transmission in any form or by any means, electronic, mechanical, photocopying, recording, or likewise For information regarding permissions, write to: Pearson Education, Inc Rights and Contracts Department 501 Boylston Street, Suite 900 Boston, MA 02116 Fax: (617) 671-3447 ISBN-13: 978-0-321-70075-9 ISBN-10: 0-321-70075-9 Text printed in the United States on recycled paper at Edwards Brothers in Ann Arbor, Michigan First printing, August 2010 To my close friends and family, who supported me tremendously during the writing of this book —Scott To my clients, who have generously shared interesting business challenges that we were able to solve together using the tools and techniques in this book And to my father, who taught me about the importance of client relationships —Susan This page intentionally left blank CONTENTS Foreword xix Preface xxi Acknowledgments xxv About the Authors xxvii About the Contributors xxix PART I PLANNING Chapter Getting Started Reader’s Guide Planning a Successful SharePoint Solution Strategy Key Stakeholders Business Objectives Measuring Success Key Points Chapter 15 19 Introduction to the SharePoint 2010 Platform 21 Microsoft’s Collaboration Evolution Exchange as a Collaboration Platform Office Server Extensions and SharePoint Team Services SharePoint Portal Server 2001 Windows SharePoint Services 2.0 SharePoint Portal Server 2003 Windows SharePoint Services 3.0 Microsoft Office SharePoint Server 2007 Current Versions of SharePoint Products and Technologies Microsoft SharePoint Foundation 2010 Microsoft SharePoint Server 2010 23 23 24 24 25 25 25 26 26 26 27 vii viii Contents Microsoft SharePoint Server 2010 and Office 2010 Operating System Services: Windows Server 2008 SP2 (64-bit) Database Services: Microsoft SQL Server Workflow Services: Windows Workflow Foundation Web Page Services: ASP.NET Collaboration Services Portal Enterprise Content Management (ECM) Search Social Computing (Communities) Business Intelligence (Insights) Composite Applications (Composites) SharePoint 2010: What’s New? Comparing SharePoint Foundation to Microsoft SharePoint Server 2010 SharePoint: The File Share Killer File Storage Is Not Dead SharePoint: The Access and Excel Killer Walkthrough Key Points Chapter 27 28 28 29 29 29 29 30 30 30 30 30 32 34 35 38 45 46 57 SharePoint 2010: Architecture Fundamentals 61 Functional Overview Operating System Database Services SharePoint Foundation 2010 Application Features Service Applications SharePoint Fundamentals Sites and Site Collections Site Templates SharePoint Lists, Libraries, and Items Pages Navigation Adding Service Applications to the Mix Putting It All Together Understanding SharePoint Administration Central Administration 61 62 62 62 63 64 65 66 74 78 80 81 83 84 84 85 ix Contents Site Collection Settings Site Settings Physical Deployment Options Single-server Deployment Two-server Deployment Three-server Deployment Four-server Deployment Five-server Deployment N-server Deployment Key Points Chapter 86 87 89 90 90 91 91 91 91 94 97 100 100 102 103 106 112 121 Planning Your Information Architecture 123 Getting Started Site Architecture Page Architecture Metadata Architecture Content Types Columns Managed Metadata Maintaining Your Information Architecture Key Points Chapter Planning for Governance 97 Why Is Governance Planning So Important? How Do I Create a Governance Plan? What Is in the Governance Plan? Vision Statement Roles and Responsibilities Guiding Principles Policies and Standards Key Points Chapter 125 129 135 138 142 146 152 161 161 Making Enterprise Content Management Work: Documents and Records 163 Getting Started with ECM What’s New for ECM in SharePoint 2010? Document IDs Document Sets 164 165 165 165