Microsoft SharePoint 2013 Administration Inside Out Randy Williams CA Callahan Chris Givens John Milan Gross Brian Alderman Javier Barrera Published with the authorization of Microsoft Corporation by: O’Reilly Media, Inc 1005 Gravenstein Highway North Sebastopol, California 95472 Copyright © 2014 by Randy Williams, CA Callahan, Chris Givens, John Milan Gross, Brian Alderman, Javier Barrera 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: 978-0-7356-7539-1 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 Developmental Editor: Kenyon Brown Production Editor: Christopher Hearse Editorial Production: Octal Publishing, Inc Technical Reviewer: Neil Hodgkinson Indexer: BIM Publishing Services Cover Design: Twist Creative • Seattle Cover Composition: Ellie Volckhausen Illustrator: Rebecca Demarest To the entire SharePoint Community—a community unlike any other We are grateful for your support and hope this book serves as a small token of our appreciation —All Authors To Linda Czech, for your continuous love, support, and encouragement You truly are an amazing woman —Brian Alderman I’d like to dedicate my portion of the book to Charles, whose patience is boundless —CA Callahan Contents at a glance Chapter What’s new in SharePoint 2013 Chapter Planning and preparing for SharePoint 2013 installation 39 Chapter Upgrading to SharePoint 2013 59 Chapter Installing SharePoint 2013 113 Chapter Managing farms, web applications, and content databases 143 Chapter Creating and managing service applications 173 Chapter Creating and managing site collections 211 Chapter Creating and configuring Search service applications 243 Chapter Customizing search results and the Search Center site 305 Chapter 10 Configuring Metadata Management Services 359 Chapter 11 Configuring User Profile Services 393 Chapter 12 Understanding and configuring social capabilities 429 Chapter 13 Configuring Business Connectivity Services 457 Chapter 14 Configuring records management and eDiscovery 489 Chapter 15 Understanding and managing SharePoint 2013 apps 531 Chapter 16 Managing farm and sandboxed solutions 569 Chapter 17 Installing and configuring business intelligence components 593 Chapter 18 Monitoring and troubleshooting SharePoint 2013 655 Chapter 19 Understanding and configuring security 693 Chapter 20 Scaling and optimizing farms 731 Chapter 21 Installing and configuring Office Web Apps 2013 775 Chapter 22 Understanding SharePoint Online, Azure, and hybrid scenarios 813 Chapter 23 Performing content and disaster recovery 835 v Table of contents Introduction xxi Chapter 1: What’s new in SharePoint 2013 The end user The user interface SkyDrive Pro Metadata navigation eDiscovery Site mailboxes Social features Workflow New site templates 10 Apps 12 Service applications 12 Information Rights Management 13 Access Services 2013 14 Visio Services 15 Business Connectivity Services 16 Business intelligence 17 Publishing 17 Mobility 19 The developer 22 The App Model 22 REST 24 CSOM 25 The IT professional 26 Office Web Apps 26 Web analytics 26 User license enforcement 27 User Profile service application changes 27 Application layer 28 Search 30 Content databases 30 Authentication 34 Workflow 36 Summary 36 vii viii Table of Contents Chapter 2: Planning and preparing for SharePoint 2013 installation 39 Planning for the installation of SharePoint 2013 SharePoint farm types Physical architecture SharePoint server roles and components SharePoint 2013 editions SQL Server configuration for SharePoint 2013 Understanding SQL Server and SharePoint integration Preparing and installing SQL Server for SharePoint 2013 SharePoint 2013 pre-installation preparation SharePoint 2013 installation required accounts Hardware requirements SharePoint 2013 software requirements Installing the SharePoint 2013 prerequisites Summary Chapter 3: 39 39 41 43 45 46 46 49 51 51 53 53 57 58 Upgrading to SharePoint 2013 59 Upgrade path 59 Services that can be migrated 60 Services that can’t be upgraded 60 New or improved SharePoint 2013 migration tools 62 Preparing for the migration from SharePoint 2010 to SharePoint 2013 63 The eight steps to migrate to SharePoint 2013 71 Step one: preparing for installation 71 Step two: copy customizations over to the server 71 Step three: run configuration and configure farm settings 72 Step four: move your databases to the new SQL Server 72 Step five: migrate the service applications 74 Step six: create new web applications 86 Step seven: test and attach content databases 90 Step eight: upgrade site collections 94 Summary 111 Chapter 4: Installing SharePoint 2013 113 Installation fundamentals Hardware requirements Software requirements Service and installation accounts Installing SharePoint 2013 Installing prerequisites manually Installing SharePoint 2013 by using setup.exe Configuring SharePoint 2013 by using Psconfig.exe Using AutoSPInstaller Summary 113 113 114 114 115 117 123 126 134 142 910 Service Applications Connection section exchange certificates, 202–203 overview, 201–202 permissions, 206–207 publishing service applications, 204–206 defined, 173–175 deleting, 184 disaster recovery documentation, 848 planning, 844–845 listing of, 175–180 Machine Translation Service service application creating, 188–189 managing Administrators button, 185 Manage Service Applications button, 185 Permissions button, 186–187 Properties button, 185 Publish button, 186–187 migrating Business Data Connectivity, 77–78 Managed MetaData Service, 78–79 PerformancePoint service application, 81–82 Search service application, 82–86 Secure Store Service, 74–77 services that cannot be upgraded, 60–62 User Profile Service, 79–81 new features, 12–13 ports, 706 provisioning with PowerShell, 547 Secure Store Service application creating, 194–198 security BCS, 712 Search, 711–712 Secure Store, 712 UPS, 712–713 State Service service application creating, 187–188 Subscription Settings Service service application creating, 190–194 overview, 189–190 UPS creating using Central Administration, 400–402 creating using PowerShell, 402–403 Work Management service application creating, 198–201 Service Applications Connection section, 157 Service Applications tab, 471 Service Hosting Interface counter, 809 Service Level Agreement (SLA), 836, 860 service machine instances, 174 service packs, 845 Service Principal Names (SPNs), 605 services for farm servers, 150–151 Services On Server page, , 183, 151 Services parameter, 129 Session Initiation Protocol (SIP), 396 Set Object Permissions window, 483 Set-OfficeWebAppFarm cmdlet, 793 Set-OfficeWebAppsFarm cmdlet, 784, 794, 806 Set-OfficeWebAppsMachine cmdlet, 787 Set-PowerPivotServiceApplication cmdlet, 628 Set-SPExcelFileLocation cmdlet, 602 Set-SPExcelServiceApplication cmdlet, 602 Set-SPMetadataServiceApplication cmdlet, 368 setspn.exe, 714 Set-SPPerformancePointSecureDataValues cmdlet, 647 Set-SPRoutingMachineInfo cmdlet, 772 Set-SPRoutingRule cmdlet, 772 Set-SPWopiZone cmdlet, 800 Setting element, 123 setup.exe file, 123–126 Setup Tasks And File Plan Creation Web Part, 510 Setup User Account, 52 SHA-256 encryption, 713 Share By Link feature, 776 Shared Service Provider (SSP), 694 Shared With Everyone folder, 450 SharePoint Enterprise Edition, 234 versions and DIPs, 390 SharePoint 2013 editions, 45–46 SharePoint Active Directory Import method, 406 SharePoint Designer, 324 site-collection security, 718–720 SharePoint Foundation 2013, 45 SharePoint groups vs Active Directory groups, 720–722 SharePoint-hosted apps defined, 538–541 deploying configuring IIS, 566 configuring remote web, 566–567 configuring SharePoint Online, 566–567 overview, 559, 565–566 new features, 23 SharePoint Management Console installing, 820 resetting IIS, 79 SharePoint Manager 2013 troubleshooting, 687–688 SharePoint Navigation Settings page, SharePoint Newsfeed app, 455–456 SharePoint Online. See also Office 365 backup and restore, 822–824 configuring when deploying apps, 566–567 creating site collection, 819 deploying apps to configuring IIS, 566 configuring remote web, 566–567 configuring SharePoint Online, 566–567 overview, 565–566 evoluton of, 817 farm solutions and, 533, 573 PowerShell connecting to SharePoint Online, 820 installing cmdlets, 820 using, 819, 820–821 security, 704–706 SharePoint Online Management Shell downloading, 729 SharePoint Profile Import option, 403 SharePoint Profile Service account, 395 SharePoint Profile Synchronization method, 404–406 SharePoint Search Host Controller service, 245 SharePoint Search provider report, 296 SharePoint Server 2013 Enterprise Edition, 45 SharePoint Server 2013 Standard Edition, 45 SharePoint_Shell_Access role, 697, 698, 707 SharePoint Trusted Identity Token Issuer, 407 Short Message Service (SMS), 20 -ShowCompleted parameter, 109 ShowCounts setting, 348 -ShowFailed parameter, 109 -ShowInProgress parameter, 109 shredded storage, 34 Shredded Storage defined, 709 disabling, 758 optimizing SharePoint, 755–758 SID (Security Identifier), 396, 842 Silverlight, 56 Simple Mail Transfer Protocol (SMTP), 396, 695 Simple Web Token (SWT), 705, 826 single-server farm with built-in database, 39–40, 54 overview, 39–40 single-tier topology, 42 SIP (Session Initiation Protocol), 396 Site Collection Administrator, 99–102 site collection feature PowerPivot for SharePoint Add-In, 626 SSRS, 634 Site Collection Features page, 376 Site Collection Health Check, 63, 96–99 Site collection policy, 496 site collections activating sandboxed solutions, 585 closure policies, 231–233 compatibility levels, 110 Confirm Site Use And Deletion feature, 231–232 creating in SharePoint Online, 819 cross-site publishing Site mailboxes 911 authoring site collection, 234 authoring site collection, configuring, 236–238 catalog, 235 configuring term sets, 236 managed metadata, 235 navigation, 235 overview, 233–234 publishing site collection, configuring, 238–241 Search Web Parts, 235 deleting, 225–226 deletion policies, 231–233 host-named site collections creating, 224–225 overview, 215–216 implementing In-Place records management, 520–521 managed paths creating host-header managed path, 220 creating using Central Administration, 218–219 creating using PowerShell, 219–220 monitoring at site-collection level, 683–684 moving to different content database, 228–229 overview, 211–213 path-named site collections creating, 220–223 dedicated content database for, 223–224 overview, 214–215, 216 query rules and, 309 quotas assigning quota template, 228 managing quota templates, 227 manually editing, 228 overview, 226 result sources, 315 scope for, 545 security administrators, 718–719 SharePoint Designer, 718–720 self-service site creation, 229–230 storage metrics of, 683 upgrading overview, 94–96 running Site Collection Health Check, 96–99 using evaluation site collection to test, 102–103 upgrading, as farm administrator managing site collection upgrades, 107–111 managing upgrade evaluation site collections, 106–108 self-service upgrades, 105–106 throttling, 104–105 upgrading, as Site Collection Administrator, 99–102 vs subsites, 217 Site Features page, 434 Site Feeds, 433–434 SiteHealthCheckResults table, 32 Site mailboxes new feature, 912 sites sites query rules and, 309 result sources, 315 storage metrics of, 683 Site Settings page, 376, 434 sites, SharePoint adding apps to overview, 553–555 using Windows PowerShell, 554–555 removing apps from, 555–556 security auditing, 727–730 Information Management Policies (IMP), 724–726 Information Rights Management (IRM), 726–727 permission assignment and inheritance, 723–725 permission levels, 722–723 permissions, 723–724 users and groups, 719–722 site creation governance, 724–725 -SiteSubscription parameter, 110 site templates new features, 10–11 SiteUpgradeSessions table, 32 Site.URL query variable, 332 SiteUserSyncQueue table, 32 Skip To Next Stage action, 501 Sky Drive Pro client configuration, 450–452 mobile client, 456 Office 365, 815 overview, 449–450 server configuration, 452–453 UPS, 393 SkyDrive Pro new feature, 5–6 SLA (Service Level Agreement), 836, 860 SLAs (Service Level Agreements) scaling and, 731–733 small server farm, 41 SMS (Short Message Service), 20 SMTP (Simple Mail Transfer Protocol), 396, 695 sn attribute, 418 sneaker net, 813 SoapAction property, 768 Social Distance analysis, 253 social features overview, social networking activity feeds activities, 433 architecture, 434–437 configuring, 433 following, 432 likes, 433 mentions, 432–433 overview, 430–432 Site Feeds, 433–434 social tagging, 431–432 troubleshooting, 437–438 community sites categories, 443 creating, 441–443 discussions, 444–446 membership, 443–444 reputation and badges, 446–449 Distributed Cache Service configuring, 435–437 overview, 434–435 mobile clients SharePoint Newsfeed app, 455–456 SkyDrive Pro App, 456 overview, 429–430 Sky Drive Pro client configuration, 450–452 overview, 449–450 server configuration, 452–453 task aggregation Exchange and Outlook, 438–441 My Tasks, 438–439 Yammer communities, 454 defined, 453 integrating with SharePoint, 454–455 messaging, 454 newsfeeds, 453–454 Social tagging database, 396 Social Tags analysis, 253 Software as a Service (SaaS), 824 software requirements, 114 for Office Web Apps 2013, 782–783 SharePoint application servers, 54 client computer software, 56 database server, 53 front-end servers, 54 mobile browser compatibility, 56–57 optional software, 55 single server with built-in database, 54 SQL Server, 50–51 solid-state disks (SSD), 748 solution affinity defined, 587 Solution Daily Resource Usage Update, 591, 592 SolutionFiles table, 33 SolutionId attribute, 582 solution manifest resources online, 577 solution packages farm solutions overview, 570–572 risks associated with, 572–573 manifest.xml files, 576–577 overview, 569 sandboxed solutions challenges associated with, 574–575 overview, 574 WSP files, 575–576 Solution Resource Usage Log Processing, 591 Solution Resource Usage Update, 591, 592 solution validator defined, 588 Sortable characteristic, 289 Source Latency log, 294 SOX (Sarbanes-Oxley) act, SOX (Sarbanes-Oxley Act), 490 Spbackup.log file, 861 SP_ContosoPortal_AppPool, 158 SPDataAccess role, 708 SPDataAccess role permissions, 625–626 SPDeletedSite cmdlet, 225 SPDiag tool, 675 spdockit, 66 specialized workloads tier, 44 Specify Configuration Database Settings page, 147 Specify Farm Security Settings page, 147 spelling corrections for Search Service applications, 292–293 SP_Farm_Config database, 148 SPModule, 126 SPNs (Service Principal Names), 605 SPPersistedObject class, 702 spPowerPivot.msi, 623 SPReadOnly role, 707 SPRoutingAffinity logic, 765 SPRoutingReverseProxy, 765 SPS-DistinguishedName property, 418 SPS-JobTitle property, 418 SPS-PhoneticDisplayName property, 420 SPS-* properties, 420 SPUCWorkerProcess.exe, 574 $spUrl variable, 563 SQL Browser service, 621 SQL Server Analysis Services in SharePoint Mode and, 615 backup and restore using, 875 configuring, 46–47 disaster recovery backups for, 854–855 documentation, 846 planning, 842 hardware requirements, 49–50 installing, 51 instances of, 47–48 ports, 706 scaling, 742–743 SSS (Secure Store Service) software requirements, 50–51 TDE, 709 versions, 48–49, 743 SQLSERVER2008_ASADOMD10.msi, 654 SQL Server 2008 R2 BI features, 593 MMS disaster recovery, 392 read-only databases, 73 requirements, 114 SQL Server 2012 BI features, 593 MMS disaster recovery, 392 requirements, 114 Service Pack 1, 620 SQL Server Analysis Services (SSAS), 595–598 SQL Server backup, 302 SQL Server Connection dialog box, 478 SQL Server Express, 40 SQL Server Management Studio, 48 SQL Server Management Studio (SSMS), 854 SQL Server Reporting Services. See SSRS (SQL Server Reporting Services) SQL Server Reporting Services (SSRS), 49 SQL Server service account, 52 SQLSysClrTypes.msi, 651 SSAS (SQL Server Analysis Services), 595–598 SSD (solid-state disks), 748 SSLOffloaded parameter, 791 SSL (Secure Sockets Layer), 63, 395, 876, 159, 154, 779 connecting to published service application, 205 database encryption, 709 Fiddler and, 687 for Central Administration, 700 hosting apps on premises, 549–551 off loading, 743 web application security, 716–717 wildcard certificates, 540 SSMS (SQL Server Management Studio), 854 SSO (single sign on), 704 SSP (Shared Service Provider), 694 SSRS (SQL Server Reporting Services), 49 activating site collection feature, 634 architecture, 630–631 configuring, 632 creating service application, 633 granting database access, 634 granting permissions, 634 installing, 631–632 installing Reporting Services add-in, 632 overview, 629–630 Power View requirements, 638 starting, 632 testing, 634–637 SSSC (self-service site creation), 229–230 SSS (Secure Store Service) 913 914 stand-alone farm creating Unattended Service Account, 609–610 migrating, 74–77 overview, 462–464 passphrase for, 70 stand-alone farm defined, 40 Stand-alone installation, 115 Start All Crawls link, 269 Start A Workflow action, 501 Start-BitsTransfer cmdlet, 120 Start-SPServiceInstance cmdlet, 587, 770 StartsWith method, 769 -starttime parameter, 670 State service, 60 State Service service application creating, 187–188 defined, 176 New button and, 181 PowerShell and, 187 sharing service applications cross-farm, 204 Sticky sessions, 743 Stopped on the Services On Server page, 436 Stop-SPDistributedCacheServiceInstance cmdlet, 762 Storage Area Network (SAN), 50, 737, 843 Storage counter, 809 storage metrics, 683 Storage Metrics report, 683 StorSimple, 754 stretched farm, 146 stretch farms overview, 45 stsadm command, 65, 90 STSADM command, 679 STS (Security Token Service), , 561, 35 cross-farm service application sharing, 202 default service applications, 179 Submit A Record button, 508 $subPool variable, 547 Subscription Settings service application, 547 Subscription Settings Service service application creating, 190–194 defined, 177 New button and, 181 online resources, 190 overview, 189–190 PowerShell and, 187 sharing service applications cross-farm, 204 subscriptions for Event Viewer, 661–662 subsites vs site collections, 217 SubWebCountLimit setting, 104 Successes log, 294 Sun Java System Directory Server, 405 supported file types Office Web Apps 2013, 780 SVR-SPAPP01-3, 261–262 switches, 843 SWT (Simple Web Token), 705, 715, 826 sxs folder, 136 synchronization database for, 396 for MPS, 408 for UPS configuring filters, 406–409, 409–410 creating connections, 406–409 overview, 403–404 scheduling, 410–411 SharePoint Active Directory Import method, 406 SharePoint Profile Synchronization method, 404–406 troubleshooting, 411–412 types of, 410–411 user photos, 420–423 Synchronization Service Manager, 411 synchronous mirroring, 392 Sync link, 450 System Center Operations Manager (SCOM) maintaining Office Web Apps 2013, 806–808 T tabular mode, 596, 597 Target Applications, 196 task aggregation Exchange and Outlook, 438–441 My Tasks, 438–439 Task Manager, 656 Task Manager view, 245 taxonomy, 359–361 TCP port, 783 TCP throughput, 744 TDE (Transparent Data Encryption), SQL Server, 709 Team Site template, 434, 441 technological malfunction, 836 telephoneNumber attribute, 418 Telnet, 691 Template parameter, 223 tenancy hosting apps on premises, 546–548 tenant-scoped defined, 556 deploying apps, 555–556 term sets for CSP, 236 term sets (MMS), 359–361 terms (MMS) defined, 359–361 pinning, 383–385 reusing, 381–383 Term Store Management Tool from Central Administration, 374–376 overview, 376–380 troubleshooting not showing up, 79 term store (MMS), 362 testing content databases, 90–91 disaster recovery, 836, 848–849 Excel Services, 610–613 Office Web Apps 2013 integration, 802–804 PowerPivot, 626–629 Power View, 640–642 PPS, 651–654 Query Transforms, 279 SSRS, 634–637 Test-SPContentDatabase cmdlet, 62, 90 Test-SPSite cmdlet, 108 Theme URL column, thesaurus for Search Service applications, 291 third-party software, 838 three-server farm (3-tier) scaling out, 739–740 topology, 42 throttling requests, 767 throttling rules, 768, 771 throttling site collection upgrades, 104–105 thumbnailPhoto attribute, 420, 421 tif files, 630 timer jobs monitoring, 676–678 Timer Job Status page, 677 Timer Service, 750 time zone for web applications, 160 title attribute, 418 TLS (Transport Layer Security), 606 Today query variable, 332 Token normalization characteristic, 289 Tools Web Part, 442 Top-level errors, 294 topology changes to, 246 for farms, 145–146 installation preparation, 42 Topology service, 174 Top queries by day\month report, 296 total daily requests, 734 total daily users, 734 touch based devices, 20 Transact-SQL (T-SQL), 40, 708, 854 Transfer To Another Location action, 501 TranslationEnabled parameter, 791 TranslationServiceAddress parameter, 792 TranslationServiceAppId parameter, 792 Transparent Data Encryption (TDE), SQL Server, 710 Transport Layer Security (TLS), 606 Trending #tags section, 432 Trend report, 295 ULS Viewer tool Trial Farm, 64 troubleshooting activity feeds, 437–438 Excel Services, 613 Feature Admin Tool, 688–689 Fiddler, 687 Health Analyzer, 676 IIS Indihiang, 673–674 Webalizer, 672–674 Kerbtray, 689–691 Klist, 689–691 MIISClient, 684–686 Office Web Apps 2013, 810 PowerPivot, 629 PPS, 654 Request Management, 769–770 Search Service applications, 298–300 SharePoint Manager 2013, 687–688 ULS Viewer, 669–671 UPS synchronization, 411–412 Usage And Health Data Collection service application, 682 Windows Server Event Viewer, 662–666 Performance Monitor, 657–660 WireShark, 686–687 Trust dialog box, 554 Trusted-Claims Provider Authentication, 407 trusted data connection libraries, 603 Trusted Host Locations, 426 trusted locations Excel Services, 602–603 PPS, 647 Trusted sites in Internet Explorer, 72 T-SQL (Transact-SQL), 40, 708, 854 Twitter, 703 two-server farm (2-tier) scaling out, 739 topology, 42 Typical user load, 736 U UDL file, 139 UlsController directory, 797 ULS (Unified Logging Service), 573, 698, 769 ULS (Unified Logging Service) logs, 254 ULS (Unified Logging System), 601 ULS (Unified Logging System) logs overview, 666–667 ULS Viewer, 667–669 ULS Viewer monitoring, 667–669 troubleshooting, 669–671 ULSViewer, 613 ULS Viewer tool, 769 915 916 Unanswered Questions view Unanswered Questions view, 445 unattached content databases, 857–858 Unattended Service Account Excel Services creating in Secure Store Service, 609–610 overview, 608–609 PPS, 646–647 UNC (Universal Naming Convention), 860 UNC (Universal Naming Convention) path, 291 Undeclare record link, 523 UnhandledExceptionCount counter, 591 Unified Logging Service (ULS), 573, 698, 769 Unified Logging Service (ULS) logs, 254 Unified Logging System (ULS), 601 uninstalling farm solution packages, 581–582 Uninstall-SPAppInstance cmdlet, 555 Uninstall-SPSolution cmdlet, 582, 583 Uninstall-SPUserSolution cmdlet, 586 Universal Naming Convention (UNC), 860 Universal Naming Convention (UNC) path, 291 unmanaged accounts, 701 -Unthrottled parameter, 108 Updates folder, 136 Update-SPDistributedCacheSize cmdlet, 761 Update-SPRepopulateMicroblogFeedCache cmdlet, 762 Update-SPRepopulateMicroblogLMTCache cmdlet, 762 Update-SPSolution cmdlet, 582 updating Office Web Apps 2013, 809–810 Upgrade And Migration section, 684 Upgrade parameter, 130 Upgrade Site Collection job, 677 Upgrade-SPSite cmdlet, 108 Upgrade Status reports, 93 upgrading apps, using Windows PowerShell, 554 BCS, 484–488 from FAST Search deprecated features, 266–267 items to migrate, 266 overview, 265 MMS, 372–374 Search Service applications, 265 Shredded Storage and upgrades, 756 upgrading SharePoint checklist, 74 configuring farm settings, 72 content databases attaching to web application and upgrading it, 91 database status, 91–92 removing using PowerShell, 90–94 testing, 90–91 upgrade status report, 92–94 copying customizations to server, 71–72 creating web applications Claims-based authentication web application, 87–88 Classic-mode authentication web application, 88 overview, 86–87 removing content database from, 89–90 downloadable worksheet, 66 errors, 65 moving databases, 72–74 overview, 59 preparations for migration, 63–71 service applications Business Data Connectivity, 77–78 Managed MetaData Service, 78–79 PerformancePoint service application, 81–82 Search service application, 82–86 Secure Store Service, 74–77 User Profile Service, 79–81 services that can be migrated, 60 services that cannot be upgraded, 60–62 site collections overview, 94–96 running Site Collection Health Check, 96–99 upgrading as farm administrator, 104–111 upgrading as Site Collection Administrator, 99–102 using evaluation site collection to test, 102–103 tools for migration, 62–63 troubleshooting, 65 UPN (user principal name), 396 UPRE (User Profile Replication Engine), 399 UPS (User Profile service) service application security, 712–713 UPS (User Profile Service) new feature, 27 UPS (User Profile Services) Active Directory synchronization permissions, 399 as prerequisite, 434 Audiences applying, 428 compiling, 427–428 creating, 427 creating proxy, 80 creating service application using Central Administration, 400–402 using PowerShell, 402–403 databases, 396 defined, 176 Global Search Center URL setting, 398 migrating, 79–81 My Site Host site collection, 397–398 My Sites following limits, 426 Manage Promoted Sites setting, 426 Manage Social Tags And Notes link, 426 Publish Links To Office Client Applications setting, 426 setting up, 425 Trusted Host Locations, 426 overview, 393–394 partition mode, 192 personal site collections, 397–398 policies, managing, 423–424 profile properties creating property, 420 editing mapping, 419–420 editing settings, 418–419 overview, 417–418 synchronizing user photos, 420–423 S2S authentication, 395–396 security administrators, 412–413 connection permissions, 414 user permissions, 414–416 service accounts, 395 sharing cross-farm, 205 synchronization configuring filters, 409–410 creating connections, 406–409 overview, 403–404 scheduling, 410–411 SharePoint Active Directory Import method, 406 SharePoint Profile Synchronization method, 404–406 troubleshooting, 411–412 types of, 410–411 user profiles managing, 416–417 replication, 399–400 user sub-types, 424 UPS (User Profile Synchronization) MIISClient tool, 685 Url parameter, 222 -URL parameter, 88 Url property, 768 URL query syntax, 61 UrlReferrer property, 769 URLs (uniform resource locators) for apps, 541 hosting apps on premises, 548 URL view, 294 usage analytics for search activity ranking, 255 overview, 254 recommendations, 254–255 usage counts, 254–255 Usage and Health Data Collection service application defined, 177 enabling, 681 proxy not starting, 682 sharing service applications cross-farm, 204 Usage and Health service, 60 Usage group, 251 VideoResults.aspx page usage reports for Search Service applications, 296 Usage Reports, 678 UsageStorageLimit setting, 104 Use An Existing IIS Web Site option, 153 userAccountControl attribute, 409 UserAgent property, 769 User + app policy, 544 User Code Host service, 575 user code worker process, 574 user experience (UX), 19, 144 user interface new features ActiveX, Callouts, composed looks, 4–5 drag-and-drop, 3–4 editing directly in Datasheet view, user license enforcement new feature, 27 user-license enforcement farm security, 702 UserName property, 418 User.Name query variable, 332 User-only policy, 544 user principal name (UPN), 396 User Profile Replication Engine (UPRE), 399 user profiles managing, 416–417 replication, 399–400 User Profile Services. See UPS User Profile Synchronization key, 70 users and groups Active Directory groups vs SharePoint groups, 720–722 SharePoint Groups Membership, 720–721 user segments, 307 user solution defined, 574 user sub-types, 424 -UseSQLSnapshot parameter, 867 Use Tags And Notes permission, 415 UX (user experience), 19, 144 V validating sandboxed solutions, 588–589 vdw (Visio Web Drawing) format, 15 vdx (Visio XML) format, 15 -Verbose parameter, 863 VeriPaq, 614 versions disaster recovery and, 849–850 SharePoint 2013, 45–46 SQL Server, 48–49, 743 VersionUpgrade parameter, 109 VideoResults.aspx page, 342 917 918 View Auditing Reports page View Auditing Reports page, 503 View-Only option, 777 View Only permission, 722 ViewsLifteTime property, 27 ViewsRecent property, 27 virtual machines (VMs), 737 Virtual Private Network (VPN), 828 Visio drawing (.vsdx) format, 15 Visio macro-enabled drawing (.vsdm) format, 15 Visio Repository Site template, 61 Visio Services new features, 15–16 Visio Web Drawing (.vdw) format, 15 Visio XML (.vdx) format, 15 Visitors group, 720 Visual Studio, 324 Visual Upgrade, 61 VMs (virtual machines), 737 Volume Shadow Copy Service error, 665 Volume Shadow Copy (VSS), 663 VPN (Virtual Private Network), 828 vsdm (Visio macro-enabled drawing) format, 15 vsdx (Visio drawing) format, 15 VSS (Volume Shadow Copy), 663 W W3C Geolocation API, 21 w3wp.exe processes, 698 WAMREG admin service, 664 WAN acceleration, 745–746 WAN accelerators, 822 Warnings log, 294 WCF (Windows Communication Foundation), 12, 297 webalizers, defined, 672 Webalizer tool, 672–674 web analytics new feature, 26–27 upgrading service, 60 WebApplication parameter, 220 web application pool account, 708 web applications application pools, 152 attaching content databases, 91 creating overview, 153–158 using Windows PowerShell, 158–159 creating when upgrading SharePoint Claims-based authentication web application, 87–88 Classic-mode authentication web application, 88 overview, 86–87 removing content database, 89–90 deleting, 164–165 extending, 165–166 IIS host sites, 152 overview, 152 removing, 162–163 settings for blocked file types, 162 browser file handling, 160 maximum upload size, 161 overview, 160 resource throttling, 162 time zone, 160 SSL certificates, 159 web application security access policies, 715–716 ADFS, 715 authentication providers, 713 claims-based authentication, 714–715 SSL, 716–717 WebAppsMachine cmdlet, 787 web.config file, 63, 564, 570 web crawler, 61 web front-end servers. See WFE servers web front-end (WFE) server, 549, 571, 706 WebOneNote directory, 797 -Web parameter, 554 Web Parts applying Audience to, 428 defined, 537 WebPPTViewer directory, 797 web scope, 545 web servers overview, 43 Web Services Federation (WS-Federation), 825 Web Services Trust Language (WS-Trust), 704 websites on SharePoint server, 562 web tier defined, 42 WebWordViewer directory, 797 Wecsvc (Windows Event Collector) service, 661 weekly administration tasks for Search Service applications, 303–304 Welcome To SharePoint Products page, 147 WFE (web front-end) defined, 175 WFE (web front-end) server, 549, 571, 706 WFE (web front-end) servers disaster recovery documentation, 847 planning, 844 Excel Services, 599 What’s Happening Web Part, 443 What’s Hot view, 445 where syntax, 106 WIF (Windows Identity Foundation), 58, 825 wildcard alias for DNS, 549 wildcard certificates, 550 wildcard host-header managed path, 220 wildcard inclusion managed path, 214 WinDiff, 66 Windows authentication Excel Services data refresh, 606–607 PowerPivot, 617 UPS, 407 Windows Azure, 532, 538 Azure Active Directory, 825–826 Azure Service Bus, 826 platforms, 824–825 Windows Azure Access Control Service (ACS), 35 Windows Azure Rights Management (AADRM) cloud version, 13 Windows cabinet (.cab) file, 570 Windows claims, 715 Windows Claims format, 70 Windows Communication Foundation (WCF), 12, 297 Windows Event Collector (Wecsvc) service, 661 Windows Identity Foundation (WIF), 58, 825 Windows Live ID, 825 Windows Phone, 57 Windows PowerShell adding content databases using, 170 administration using, 697–698 apps adding to site, 554–555 installing, 554 upgrading, 554 backup and restore using Backup-SPConfigurationDatabase cmdlet, 865–867 Backup-SPFarm cmdlet, 863–865 Backup-SPSite cmdlet, 867–868 disaster recovery tool, 854 example using, 871 Export-SPWeb cmdlet, 869 farm-level backup using, 872 Import-SPWeb cmdlet, 870–871 overview, 861–863 Restore-SPFarm cmdlet, 863–865, 867 Restore-SPSite cmdlet, 867–868 BCS service application creating, 470–471 deleting, 472 modifying, 473 cmdlets for BCS, 475 configuring installation using, 132–133 configuring SharePoint as trusted security-token issuer, 562 creating app catalog, 552 creating application pools, 547 creating Search Service applications, 258–259 creating web applications Claims-based authentication web application, 86–88 Classic-mode authentication web application, 88 removing content database, 89–90 creating web applications using, 158–159 Word Exact Extraction type documentation script, 65 farm solutions installing, 581 uninstalling, 582 granular backups, 854 installing prerequisites using, 122 MMS applications creating, 365–366 deleting, 367 modifying, 367 online resources, 698 provisioning service applications, 547 requirements, 117 sandboxed solutions activating, 586 changing quotas, 589 deactivating, 586 deleting, 586 listing resource counters, 590 simplified syntax in 3.0, 106 sites adding apps to, 554–555 enabling auditing on, 728 starting service, 601 updating solution packages, 582 Windows Remote Management (WinRM) service, 661 Windows Server monitoring Event Viewer, 660–662 Performance Monitor, 657–660 Resource Monitor, 656–657 Task Manager, 656 troubleshooting Event Viewer, 662–666 Performance Monitor, 657–660 Windows Server 2008 R2 Service Pack 1, 114 Windows Server 2012, 114 Windows Services, 48 Windows task scheduler, 840 WinMerge, 66 WinRM (Windows Remote Management) service, 661 WireShark, 686–687, 745 WMS (Work Management Service), 438 WopiFrame.aspx page, 603 WOPI (Web Application Open Platform Interface Protocol), 778–780 Word And PowerPoint File Download Is Slow, 808 Word And PowerPoint Service Is Slow, 808 Word And PowerPoint Viewing Is Slow, 808 Word Automation service application defined, 178 partition mode, 193 WordBackEnd role, 793 WordConversionService directory, 797 Word Exact Extraction type, 274 919 920 Word Extraction type Word Extraction type, 274 Word Or Power Point Back End Is Unreachable, 807 Word Part Exact Extraction type, 274 Word Part Extraction type, 274 Word Web App and PowerPoint Web App counter, 809 workbook maximum size, 602 WorkEmail property, 418 workflow auto cleanup timer job, 72 Workflow Manager ports, 706 workflows new features, 9–10, 36 workgroup server support, 115 workload distribution, 734 Work Management service application, 81 creating, 198–201 defined, 178 sharing service applications cross-farm, 204 Work Management Service (WMS), 438 Work Management Synchronize With Exchange timer job, 439 WorkPhone property, 418 write access, 545 WS-Federation (Web Services Federation), 825 WSP files, 570, 575–576 WSS_ADMIN_WPG group, 696 WSS_Content_Application_Pools role, 707, 708 “WSS_Minimal” trust level, 572 WSS_RESTRICTED_WPG group, 696 WSS_WPG group, 696 WS-Trust (Web Services Trust Language), 704 X X.509 certificate, 561, 562 xlsx files, 630 XLSX files, 683 xlviewer.aspx page, 603 XMLA (XML for Analysis), 596 XML (Extensible Markup Language), 606 XSLT (Extensible Stylesheet Language Transformations), 320 XSS (cross-site scripting), 541, 548 xVelocity engine, 614 Y Yahoo, 705 Yahoo identity provider, 825 Yammer communities, 454 defined, 453 integrating with SharePoint, 454–455 integration of, 816 messaging, 454 newsfeeds, 453–454 Z zip files, 575 zones, adding, 156 About the authors Randy Williams MCT, MCTS (SharePoint 2007, 2010, 2013), V-TSP has over 20 years of IT experience and specializes in architecting and developing Microsoft-based web and database solutions Randy has worked with enterprise organizations throughout North America, Asia and Europe As a Microsoft Certified Trainer since 1996, Randy is passionate about sharing his knowledge and has delivered training to thousands of students across the globe As Director of AvePoint Client Services, Randy works directly with enterprise customers to deliver and implement SharePoint solutions that help unleash their full business potential He also shares proven practices with the SharePoint community through speaking engagements and appearances at global conferences He has a master’s degree in Information Systems along with a number of Microsoft certifications From 2009-2011, he was awarded the Microsoft Most Valuable Professional (MVP) in SharePoint When not travelling the globe, Randy calls San Diego home Chris Givens SharePoint Server MVP, CISSP, CCNP, MCT, MCTS (SharePoint 2007, 2010, 2013) has a varied background of business and technology Chris spent five years at IBM in the Sales and Distribution organization helping work with large enterprise clients across North America to solve business problems After IBM moved Chris from Tulsa, Oklahoma to Seattle, Washington in 2000, Chris returned back to his computer science background and begun work with several venture capital funded startups in the high volume transaction processing with credit, debit and gift and loyalty system space After several successful years of technology projects, Chris become a Microsoft Certified Trainer to pass on his knowledge to others Chris is CEO of Architecting Connected Systems, a high quality courseware development company focused on Microsoft products such as SharePoint and Azure with customers in over 45 countries around the world He is also co-founder and president of the San Diego SharePoint User Group, SanSpug.org Chris currently resides in San Diego with his lovely, amazing wife, Lidiya, and his awesome soccer playing son Igor Milan Gross (MCT, MCSE, MCSD) has been a Microsoft technology consultant and trainer since 1995 During that time he has deployed, developed on, wrestled with, and ultimately rejoiced in virtually every major OS, development, and collaboration product from Microsoft Milan’s passion is helping people to understand the essential value at the heart of every technology which can change their work experience when applied correctly Milan has applied his passion to SharePoint since the first version was introduced As a product, it offers a rich combination of features which are easily misunderstood and just as easily clarified with the proper insight Milan currently serves as the Regional Manager for Synergy in Singapore designing and delivering solutions to clients throughout South East Asia Milan also helps run the Singapore SharePoint Community, a user group for SharePoint enthusiasts in Singapore He also is a regular speaker at SharePoint conferences in Asia and Australia and has been a past speaker at Tech Ed events in China and Malaysia When his busy schedule allows, Milan enjoys jogging, scuba diving, and traveling to places with good food and good beer CA Callahan is the author of Mastering Microsoft SharePoint Foundation 2010 and Mastering Windows SharePoint Services 3.0 A former SharePoint Services MVP, she has been a Microsoft Certified Trainer for more than a decade and holds numerous Microsoft certifications She is the founder and primary technician of CallahanTech, providing consulting, customized training and courseware for businesses and IT Professionals Dedicated to teaching the ins and outs of Microsoft products and helping clients get the most out of them, Callahan focuses on the practical aspects of using those products and making them work versus talking about what they can for you (should you be able to get them to work) She is a frequent presenter at conferences and other technical events A big believer in the the IT community, she particularly enjoys speaking at user group meetings and SharePoint Saturdays (free, professional, one-day conferences; see spsevents.org), as well as volunteering at Microsoft’s TechEd conferences whenever possible She also does free webcasts and live online presentations See her SharePoint blog at http://servergrrl.blogspot.com or SharePoint Facebook group at http://www facebook.com/groups/callahanSPF for links to past material and information about upcoming events Brian Alderman is the CEO and Founder of MicroTechPoint that specializes in consulting, training, writing, and speaking on SharePoint and SQL Server He has been working with SharePoint since 2007 and has built and delivered several SharePoint 2007/2010/2013 Administrator and Power End User classes internationally He has been working with SQL Server and presenting SQL Server Administration classes since SQL Server 7.0 Brian is a frequent speaker at SharePoint Saturdays and SharePoint Conferences in the United States and around the world including London, Milan, and Madrid In addition to this book, Brian has authored Expert SharePoint 2013 Administration, SharePoint 2010 Administrator’s Companion, and a SQL Server 2000 book, as well as contributing to several other technical books Brian’s academic background includes a Bachelor’s of Science and a Master’s of Science in Computer Information Systems where he graduated summa cum laude (GPA 4.0) from Regis University of Colorado Springs Brian’s certifications include MCT, MCSE, MCSA, MCITP: SQL 2005/2008 Database Administrator, MCITP: SharePoint Administrator 2010, MCTS: MOSS 2007 - Configuration and MCTS: WSS 3.0 – Configuration, and he also has his PMP certification Brian lives in Scottsdale, Arizona where he enjoys playing golf year round and traveling around the world Javier Barrera MCSE, MCITP, ITIL has worked in the IT industry for over 13 years As a Manager and Architect for Rackspace Hosting he currently focuses on leading a team of dedicated SharePoint engineers Javier also focuses on the design and architecting of large enterprise environments that are based on Microsoft technologies including SharePoint, SQL, Exchange, and Active Directory He works with large worldwide enterprise organizations Javier is focused on not only supporting enterprise organization, but also worked a great deal in community outreach by running the local SharePoint user group and helping to organize multiple SharePoint Saturday community events He has delivered over 30+ technical presentations across the US on various SharePoint infrastructure related topics He has also helped as a contributing author to Professional SharePoint 2013 Administration and Professional SharePoint 2013 Administration This includes being a technical editor for the Beginning SharePoint 2013 Building Business Solutions book He lives in San Antonio, TX with his beautiful wife Roxane, and three children You can read Javier’s latest thoughts on SharePoint and technology on his blog (http://javierbarrera.com) and Twitter (@jtbarrera) Now that you’ve read the book Tell us what you think! Was it useful? Did it teach you what you wanted to learn? Was there room for improvement? Let us know at http://aka.ms/tellpress Your feedback goes directly to the staff at Microsoft Press, and we read every one of your responses Thanks in advance! ... Microsoft SharePoint 2013 Administration Inside Out In these pages, you’ll find a wealth of content that is essential to helping you plan, install, upgrade, or manage an existing SharePoint 2013. .. improved SharePoint 2013 migration tools 62 Preparing for the migration from SharePoint 2010 to SharePoint 2013 63 The eight steps to migrate to SharePoint 2013. .. Microsoft SharePoint 2013 Administration Inside Out Randy Williams CA Callahan Chris Givens John Milan Gross Brian Alderman Javier Barrera Published with the authorization of Microsoft