www.it-ebooks.info www.it-ebooks.info Microsoft SharePoint 2013 Inside Out Darvish Shadravan Penelope Coventry Thomas Resing Christina Wheeler www.it-ebooks.info Published with the authorization of Microsoft Corporation by: O’Reilly Media, Inc 1005 Gravenstein Highway North Sebastopol, California 95472 Copyright © 2013 by PPP Consulting Ltd All rights reserved No part of the contents of this book may be reproduced or transmitted in any form or by any means without the written permission of the publisher ISBN: 978-0-7356-6699-3 LSI Printed and bound in the United States of America Microsoft Press books are available through booksellers and distributors worldwide If you need support related to this book, email Microsoft Press Book Support at mspinput@microsoft.com Please tell us what you think of this book at http://www.microsoft.com/learning/booksurvey Microsoft and the trademarks listed at http://www.microsoft.com/about/legal/en/us/ IntellectualProperty/Trademarks/EN-US.aspx are trademarks of the Microsoft group of companies All other marks are property of their respective owners The example companies, organizations, products, domain names, email addresses, logos, people, places, and events depicted herein are fictitious No association with any real company, organization, product, domain name, email address, logo, person, place, or event is intended or should be inferred This book expresses the author’s views and opinions The information contained in this book is provided without any express, statutory, or implied warranties Neither the authors, O’Reilly Media, Inc., Microsoft Corporation, nor its resellers, or distributors will be held liable for any damages caused or alleged to be caused either directly or indirectly by this book Acquisitions and Development Editor: Kenyon Brown Production Editor: Rachel Steely Editorial Production: S4Carlisle, Inc Technical Reviewer: Neil Hodgkinson Copyeditor: S4Carlisle, Inc Indexer: BIM Publishing Services, Inc Cover Design: Twist Creative • Seattle Cover Composition: Karen Montgomery Illustrator: S4Carlisle, Inc www.it-ebooks.info This book is dedicated to my four amazing children: Hannah, Sydney, Devin, and Zoe Being your daddy is the most magnificent opportunity life has presented to me —Darvish Shadravan I dedicate this book to my lifelong friend and sister, Paula, together with her husband, Bruce They may be far away, but they are close to my heart —Penny Coventry To the love of my life, Kerri, and my daughter, Elise I love you and couldn’t have done this without your support —Tom Resing I dedicate this book to my wonderful and amazing daughter, Kiana She is such a blessing in my life and I couldn’t imagine my life without her —Christina Wheeler www.it-ebooks.info www.it-ebooks.info Contents at a glance Chapter Introducing SharePoint 2013 Chapter Administration for business users 23 Chapter Working with list and library apps 51 Chapter Working with collaboration sites 99 Chapter Using Office applications with SharePoint 121 Chapter Sharing information with SharePoint social networking 167 Chapter Using and creating workflows 187 Chapter 15 Implementing better business intelligence with Excel Services and SQL Server 2012 503 Chapter 16 Building powerful dashboards with PerformancePoint Services 551 Chapter 17 Working with Visio Services 601 Chapter 18 Discovering information with SharePoint 2013 Search 633 Chapter 19 Creating a customized SharePoint 2013 search experience 659 Chapter Planning site content 243 Chapter 20 Creating, managing, and designing sites 683 Chapter Creating and formatting content pages 273 Chapter 21 Creating enterprise forms 735 Chapter 10 Adding, editing, connecting, and maintaining web parts 327 Chapter 22 Working with external content 763 Chapter 11 Managing documents 361 Chapter 23 Introduction to custom development 807 Chapter 12 Designing web content management sites 387 Chapter 13 Implementing compliance, records management, and eDiscovery 437 Chapter 14 Planning for business intelligence and key performance indicators 467 v www.it-ebooks.info www.it-ebooks.info Table of contents Introduction xix Chapter 1: Introducing SharePoint 2013 The SharePoint wheel Sites Communities Content Search Insights Composites What’s new in SharePoint 2013 Share Discover Organize 11 Build 15 Manage 17 Built for the cloud 19 Hardware and software requirements 20 Summary 21 Chapter 2: Administration for business users 23 Two categories of administration Business user administration IT professional administration Installation and configuration decisions Hosted SharePoint or on-premises SharePoint? The SharePoint structure Comparing a SharePoint web application to a tree Farm scalability, service applications, and databases The content database as a unit of storage Search administration 23 23 24 25 26 29 30 33 34 37 What you think of this book? We want to hear from you! Microsoft is interested in hearing your feedback so we can continually improve our books and learning resources for you To participate in a brief online survey, please visit: microsoft.com/learning/booksurvey vii www.it-ebooks.info viii Table of Contents Security Authentication and authorization Types of authentication Securing web applications More security settings at the web-application level Upgrades and migration Upgrading from SharePoint 2010 Migrating content to SharePoint Server 2013 Summary Chapter 3: 38 39 40 41 42 45 45 47 49 Working with list and library apps 51 What’s new with list and library apps Drag-and-drop functionality Live preview thumbnails The ellipsis Creating lists Creating a new list from the predefined lists Creating a custom list Creating libraries and site columns Creating a library Creating a site column Modifying list and library settings Modifying general settings Modifying versioning settings Modifying advanced settings Modifying validation settings Modifying column default value settings Modifying rating settings Modifying audience targeting settings Modifying form settings Updating permissions and management Deleting lists or document libraries Saving a list or library as a template Editing permissions for a list or library Adding a user to a list or library Removing a user from a list or library Checking permissions on a list or library Managing files that have no check-in version Modifying workflow settings Modifying information management policy settings Modifying enterprise metadata and keywords settings Generating a file plan report Creating and modifying list and library views Creating a list or library view Modifying and deleting views www.it-ebooks.info 52 52 53 56 58 60 61 64 65 67 68 68 69 72 75 76 76 77 77 77 77 78 80 81 82 83 84 85 87 87 88 88 89 92 ... www.it-ebooks.info www.it-ebooks.info Introduction Welcome to Microsoft SharePoint 2013 Inside Out, the definitive guide to working with Microsoft SharePoint 2013 SharePoint has been helping teams stay connected...www.it-ebooks.info Microsoft SharePoint 2013 Inside Out Darvish Shadravan Penelope Coventry Thomas Resing Christina Wheeler www.it-ebooks.info Published with the authorization of Microsoft Corporation... http://www .microsoft. com/learning/booksurvey Microsoft and the trademarks listed at http://www .microsoft. com/about/legal/en/us/ IntellectualProperty/Trademarks/EN-US.aspx are trademarks of the Microsoft