Spine: 1.82 • Frame it — explore SharePoint fundamentals and the framework that supports SharePoint • How to sync profile data from multiple sources • Install with ease — identify the software and hardware requirements and prepare your environment for installation • Hints on designing browsercompatible forms • Put the pieces together — understand the services architecture, choose and set up authentication procedures, and plan all the elements of your site • How to set up many services, including Excel Services ™ g Easier! Making Everythin ® Microsoft t n i o ShareP ® N E A L L- I N - O đ Learn about SharePoint services — including SharePoint Foundation, SharePoint Server, and Office Web Apps • Advice on monitoring and managing Search Introduction to SharePoint Language factors to consider Microsoftđ Various authentication options Architecture and Planning • How Office Web Apps fit in SharePoint 2010 • Tips for building and using a basic site ALL- IN - ONE There’s a lot to SharePoint 2010, and there’s a lot of information in this book! Find just what you need to help you learn to use SharePoint and understand how it fits into Microsoft’s Unified Communication strategy Learn to build and manage SharePoint sites, how they serve users, how to manage data and serve up content, and a whole lot more Open the book and find: Managing Services Get just what you need to get SharePoint 2010 up and running efficiently Using the SharePoint Services Web Applications/Microsoft SharePoint • Get down to business — work with Access Services and Business Connectivity Services, InfoPath Forms, and Managed MetaData 41 BOOKS IN • Feel the power — use PowerShell to automate administrative tasks and extend SharePoint • Branch out — work with external data, design browser-compatible forms, and see how SharePoint handles social networking Go to Dummies.com® for videos, step-by-step examples, how-to articles, or to shop! • Introduction to SharePoint • Architecture and Planning • Managing Services • Using the SharePoint Services $39.99 US / $47.99 CN / £27.99 UK ISBN 978-0-470-58716-4 Emer McKenna founded N2C Inc., a consulting service focused on Microsoft technologies She has worked with SharePoint since its initial beta release Kevin Laahs is a Microsoft Certified Architect, a SharePoint MVP, and a Technology Strategist at HP Veli-Matti Vanamo is a technical architect at HP McKenna Laahs Vanamo Emer McKenna Kevin Laahs Veli-Matti Vanamo www.it-ebooks.info Spine: 1.82’’ Get More and Do More at Dummies.com ® Start with FREE Cheat Sheets Cheat Sheets include • Checklists • Charts • Common Instructions • And Other Good Stuff! To access the Cheat Sheet created specifically for this book, go to s p p A e l i Mob www.dummies.com/cheatsheet/sharepoint2010aio Get Smart at Dummies.com Dummies.com makes your life easier with 1,000s of answers on everything from removing wallpaper to using the latest version of Windows Check out our • Videos • Illustrated Articles • Step-by-Step Instructions There’s a Dummies App for This and That Plus, each month you can win valuable prizes by entering our Dummies.com sweepstakes * Want a weekly dose of Dummies? 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www.it-ebooks.info 01_587164-ffirs.indd ii01_587164-ffirs.indd ii 9/30/10 7:50 PM9/30/10 7:50 PM SharePoint 2010 ® ALL-IN-ONE FOR DUMmIES ‰ by Emer McKenna, Kevin Laahs, and Veli-Matti Vanamo www.it-ebooks.info 01_587164-ffirs.indd iii01_587164-ffirs.indd iii 9/30/10 7:50 PM9/30/10 7:50 PM SharePoint 2010® All-in-One For Dummies® Published by Wiley Publishing, Inc 111 River Street Hoboken, NJ 07030-5774 www.wiley.com Copyright © 2011 by Wiley Publishing, Inc., Indianapolis, Indiana Published by Wiley Publishing, Inc., Indianapolis, Indiana Published simultaneously in Canada 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 Trademarks: Wiley, the Wiley Publishing logo, For Dummies, the Dummies Man logo, A Reference for the Rest of Us!, The Dummies Way, Dummies Daily, The Fun and Easy Way, Dummies.com, Making Everything Easier, 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 SharePoint is a registered trademark of Microsoft Corporation 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 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 NEITHER THE PUBLISHER NOR THE AUTHOR SHALL BE LIABLE FOR DAMAGES ARISING HEREFROM THE FACT THAT AN ORGANIZATION OR WEBSITE IS REFERRED TO IN THIS WORK AS A CITATION AND/OR A POTENTIAL SOURCE OF FURTHER INFORMATION DOES NOT MEAN THAT THE AUTHOR OR THE PUBLISHER ENDORSES THE INFORMATION THE ORGANIZATION OR WEBSITE MAY PROVIDE OR RECOMMENDATIONS IT MAY MAKE FURTHER, READERS SHOULD BE AWARE THAT INTERNET WEBSITES LISTED IN THIS WORK MAY HAVE CHANGED OR DISAPPEARED BETWEEN WHEN THIS WORK WAS WRITTEN AND WHEN IT IS READ For general information on our other products and services, please contact our Customer Care Department within the U.S at 877-762-2974, outside the U.S at 317-572-3993, or fax 317-572-4002 For technical support, please visit www.wiley.com/techsupport Wiley also publishes its books in a variety of electronic formats Some content that appears in print may not be available in electronic books Library of Congress Control Number: 2010935587 ISBN: 978-0-470-58716-4 Manufactured in the United States of America 10 www.it-ebooks.info 01_587164-ffirs.indd iv01_587164-ffirs.indd iv 9/30/10 7:50 PM9/30/10 7:50 PM About the Authors Emer McKenna is the founder of N2C, Inc a Sacramento based corporation, through which she provides independent consulting services to her clients Emer focuses on Microsoft technologies including Microsoft Exchange, SharePoint Products and Technologies, SharePoint Workspace 2010 and Office Communications Server Prior to branching out on her own Emer worked as a Technology Consultant for Hewlett Packard; Emer spent 15 wonderful years with HP working initially as a Digital employee, then a Compaq employee and finally as an employee of HP Emer has had the good fortune of working with SharePoint from its initial beta release (code named Tahoe) and is the co-author of three previous SharePoint books coinciding with each major version release Emer looks forward to continuing her exploration of Microsoft technologies and sharing her knowledge through published media When Emer is not working she joins her husband in the wonderful, glittery, sparkly world of parenting their two little girls, Caoimhe (7) and Niamh (4) You can catch Emer on her blog http://nut2craic.com or through e-mail at emer.mckenna@n2cinc.com Kevin Laahs lives in Scotland and has been in the IT industry for more than 30 years He is a Technology Strategist with HP Enterprise Services and works as astrategic advisor to many of HP’s worldwide customers with his main technical focus being Messaging and Collaboration technologies He helps clients plan, design and implement infrastructures that help them meet their business goals Kevin is a frequent speaker at industry events and writes regularly for industry publications Outside of his working life Kevin enjoys golf and music – neither of which he is as good at as he would like to be Kevin can be reached at kevin.laahs@hp.com Veli-Matti Vanamo is a Technical Consultant in the HP Software & Services Information Management practice His main focus is designing, developing and deploying enterprise knowledge management systems based on Microsoft SharePoint Veli-Matti has worked with over 20 major global customers including The Walt Disney Company, Procter & Gamble, Bank of America, World Health Organization, Sygenta, General Motors and Bank of Montreal Veli-Matti was the Lead Technical Architect responsible for the internal HP Services Global Knowledge Management Systems and deployment of Microsoft Office SharePoint Server architecture Veli-Matti is a member of number of Technical Review Boards, including Microsoft Developer Advisory Council for SharePoint 2010 and Microsoft Office SharePoint Server 2007 Veli-Matti is a frequent speaker at industry conferences such as Microsoft TechEd, Microsoft TechNet and MSD2D Web Casts and a co-author of three books on Microsoft SharePoint www.it-ebooks.info 01_587164-ffirs.indd v01_587164-ffirs.indd v 9/30/10 7:50 PM9/30/10 7:50 PM www.it-ebooks.info 01_587164-ffirs.indd vi01_587164-ffirs.indd vi 9/30/10 7:50 PM9/30/10 7:50 PM Dedication This book is dedicated to our ever-patient families: Michael, Caoimhe, and Niamh; Wendy, Jenny,and Euan; Audrey, Christian, and Cora Thanks for supporting us through yet another writing adventure www.it-ebooks.info 01_587164-ffirs.indd vii01_587164-ffirs.indd vii 9/30/10 7:50 PM9/30/10 7:50 PM Authors’ Acknowledgments We did it! And I say that with pride and incredulity The pride bit is obvious This book is the product of a lot of hard work, perseverance, dedication and determination The incredulity comes from the fact that I actually got to write another book with Kevin — this is the fourth book I have had the pleasure of co-authoring with him and after our last book I believed him when he said that he was done writing techie books I wasn’t ready to hang up my writing boots and was resigned to the fact that I would proceed with my next book sans Kevin and Veli Imagine my surprise when Kevin actually agreed to Veli’s proposition of coauthoring another SharePoint 2010 book! Thank you for saying yes Kevin, it was an honor to write with you again, and thanks to Veli for giving you the bait We had initially planned on going the self-publishing route, but that changed when Wiley came knocking on the door with an offer to write SharePoint 2010 All-In-One Desk Reference for Dummies We jumped at the chance Thank you to my literary agent Carol Jelen from Waterside Productions for introducing me to Katie Feltman from Wiley Publishing Thank you to Katie for the opportunity to write for such a wonderful series and a reputable publisher It has been an incredibly satisfying, rewarding and educational experience The Wiley staff are brilliant! Thank so much to Katie and Pat O’Brien for their incredible patience and support throughout this whole process Thanks to Pat, Barry, Lisa, Laura, and Matthew for your very thorough and enlightening edits — you really brought our text to life Special thanks to the wonderful folks at Temple Coffee (29th and S) in Sacramento Lori, Leslie, Bethany, Ben, Spencer and Lauren, thank you all so much for being such gracious hosts and for putting up with me for hours on end while I tapped away on my laptop The coffee creations that you all make are true works of art, without which this book would never have been completed Thanks to you, the reader, for purchasing our book We hope you find this book useful in your SharePoint journey as that’s what makes all the hard work put into writing this book worthwhile If you have any feedback or questions regarding the content, feel free to contact us and we’ll try our best to help you out Thank you to my ever loving and supportive family To my Mum, Dad, sisters and their hubbys, thank you for your constant encouragement Love you all To Caoimhe and Niamh, my sweet, sweet girls Thank you for being so patient with me and excited for me as I completed each chapter Your smiles and www.it-ebooks.info 01_587164-ffirs.indd viii01_587164-ffirs.indd viii 9/30/10 7:50 PM9/30/10 7:50 PM ... get information on all our Dummies apps, visit the following: www .Dummies. com/go/mobile from your computer www .Dummies. com/go/iphone/apps from your phone SharePoint 2010 ® ALL- IN- ONE FOR DUMmIES. .. understand what the product has to offer SharePoint 2010 All- In- One For Dummies can help you exactly that How to Use This Book SharePoint 2010 All- In- One For Dummies is a reference book You don’t... Reviewing PerformancePoint Services 544 Peeking at the SharePoint Business Intelligence Center 544 Understanding the PerformancePoint Lingo 545 Storing PerformancePoint Content