Michael Noel Colin Spence Microsoft ® SharePoint 2010 U N L E A S H E D 800 East 96th Street,Indianapolis,Indiana 46240 USA Microsoft® SharePoint 2010 Unleashed Editor in Chief Copyright © 2011 by Pearson Education,Inc. Karen Gettman All rights reserved. No part of this book shall be reproduced,stored in a retrieval Executive Editor system,or transmitted by any means,electronic,mechanical,photocopying,recording, or otherwise,without written permission from the publisher. No patent liability is Neil Rowe assumed with respect to the use of the information contained herein. Although every Development Editor precaution has been taken in the preparation of this book,the publisher and author assume no responsibility for errors or omissions. Nor is any liability assumed for Mark Renfrow damages resulting from the use of the information contained herein. Managing Editor Sandra Schroeder ISBN-13: 978-0-672-33325-5 ISBN-10: 0-672-33325-2 Senior Project Editor Tonya Simpson Library of Congress Cataloging-in-Publication Data: Copy Editors Noel,Michael. Apostrophe Editing Microsoft SharePoint 2010 unleashed / Michael Noel,Colin Spence. Services p. cm. Keith Cline ISBN 978-0-672-33325-5 1. Microsoft SharePoint (Electronic resource) 2. Microsoft Office SharePoint server. 3. Indexer Intranets (Computer networks) 4. Web servers. I. Spence,Colin. II. Title. Brad Herriman TK5105.875.I6N64 2011 Proofreader 006.7'8--dc22 Water Crest 2010040172 Publishing,Inc. Technical Editor Printed in the United States of America Guy Yardeni First Printing: October 2010 Contributing Writers Ágnes Molnár Trademarks Alpesh Nakar All terms mentioned in this book that are known to be trademarks or service marks Ayman Mohammed have been appropriately capitalized. Pearson cannot attest to the accuracy of this El-Hattab information. 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For more information,please contact: Publishing U.S. Corporate and Government Sales Coordinator 1-800-382-3419 Cindy Teeters [email protected] Book Designer For sales outside of the U.S.,please contact: Gary Adair International Sales +1-317-581-3793 Composition [email protected] Mark Shirar Contents at a Glance Introduction...................................................................................1 Part I Planning for and Deploying SharePoint Server 2010 1 Introducing SharePoint 2010.............................................................5 2 Architecting a SharePoint 2010 Deployment.......................................27 3 Installing a Simple SharePoint Server 2010 Farm.................................55 4 Advanced SharePoint 2010 Installation and Scalability.........................75 5 Migrating from Legacy SharePoint to SharePoint Server 2010................93 Part II Administering and Maintaining SharePoint Server 2010 6 Managing and Administering SharePoint 2010 Infrastructure...............113 7 Leveraging PowerShell for Command-Line SharePoint Administration and Automation.....................................................147 8 Leveraging and Optimizing Search in SharePoint 2010.......................181 9 Managing and Maintaining SQL Server in a SharePoint Environment................................................................211 10 Backing Up and Restoring a SharePoint Environment.........................241 11 Monitoring a SharePoint 2010 Environment.....................................267 Part III Securing,Protecting,and Optimizing SharePoint Architecture 12 Virtualizing SharePoint Components...............................................289 13 Deploying SharePoint for Extranets and Alternative Authentication Scenarios...............................................................307 14 Protecting SharePoint with Advanced Antivirus and Edge Security Solutions.........................................................................337 15 Implementing and Validating SharePoint 2010 Security......................361 16 Configuring Email-Enabled Content, Presence, and Exchange Server Integration.........................................................................385 17 Safeguarding Confidential Data in SharePoint 2010............................403 iv Microsoft SharePoint 2010 Unleashed Part IV Using SharePoint 2010 Technologies for Collaboration and Document Management 18 SharePoint Foundation Versus SharePoint Server 2010........................433 19 Using Libraries and Lists in SharePoint 2010.....................................465 20 Customizing and Managing Libraries and Lists to Meet Business Requirements..................................................................513 21 Designing and Managing Pages and Sites for Knowledge Workers.........569 22 Managing Metadata and Content Types in SharePoint 2010................623 23 Leveraging Social Networking Tools in SharePoint 2010......................669 24 Governing the SharePoint 2010 Ecosystem.......................................695 Part V Leveraging Office Applications with SharePoint 25 Using Office 2010 Applications with SharePoint 2010 ........................713 26 Extending SharePoint 2010 with Excel Services, Access Services, and Visio Graphics Services ...............................................741 27 Office Web Apps Integration with SharePoint 2010............................765 28 Out-of-the-Box Workflows and Designer 2010 Workflows....................791 Part VI Extending the SharePoint Environment 29 Application Development with SharePoint Designer 2010 and Visual Studio 2010..................................................................815 30 Business Intelligence in SharePoint 2010 with PerformancePoint Services.............................................................853 31 Business Intelligence in SharePoint 2010 with Business Connectivity Services....................................................................881 Index.........................................................................................907 Table of Contents Introduction 1 Part I Planning for and Deploying SharePoint Server 2010 1 Introducing SharePoint 2010 5 Understanding the Capabilities of SharePoint 2010...............................6 Exploring the SharePoint 1.0 Wave: SharePoint Team Services and SharePoint Portal Server 2001.................................6 Exploring the SharePoint 2.0 Wave: Windows SharePoint Services 2.0 and SharePoint Portal Server 2003............................7 Exploring the SharePoint 3.0 Wave: Windows SharePoint Services 3.0 and Microsoft Office SharePoint Server 2007..............7 Exploring the Latest SharePoint 4.0 Wave: SharePoint Foundation Server and Microsoft SharePoint Server 2010..............9 Using SharePoint for Collaboration and Document Management.............9 Integrating Deeply with Microsoft Office Applications...................9 Libraries and Lists as Data Management and Collaboration Tools..............................................................10 Organizing Collaborating with SharePoint Site Collections and Sites.............................................................11 Deploying SharePoint Websites with Comprehensive Web Content Management....................................................13 Outlining Improvements in SharePoint 2010......................................13 Understanding the Scalable Service Application Model in SharePoint 2010......................................................13 Outlining Search Improvements in SharePoint 2010 ....................14 Accessing the Improved Administration, Monitoring, and Backup Tools.................................................................15 Using the Improved Backup and Restore Tools............................16 Gaining Storage Flexibility with the Remote BLOB Storage Option.....................................................................17 Using the Improved Interface and Ribbon Integration..................17 Securing SharePoint 2010 with New Security Enhancements.................18 Protecting SharePoint 2010 with Transport Security Options .........18 Protecting SharePoint Data with Storage Security Options.............19 Protecting SharePoint Web Access on the Edge Using Advanced Tools....................................................................19 Protecting SharePoint Content with Antivirus Options.................19 vi Microsoft SharePoint 2010 Unleashed Leveraging Metadata and Content Types............................................20 Social Networking Tool Advances......................................................21 Working with Office Web Apps........................................................22 Creating Powerful and Flexible Workflows..........................................22 Developing Applications Using Visual Studio......................................23 Leveraging Business Intelligence Tools in SharePoint 2010....................24 Governing the SharePoint Environment............................................25 Summary......................................................................................25 Best Practices.................................................................................25 2 Architecting a SharePoint 2010 Deployment 27 Understanding the SharePoint Server Roles ........................................27 Understanding the Database Server Role ....................................28 Understanding the Web Server Role...........................................29 Service Application Roles.........................................................30 Search Service Application Role................................................31 Inbound Email Server Role.......................................................32 SharePoint Central Admin Server Role.......................................32 Understanding the Reasons for Deploying Multiple Farms....................33 Deploying Test Farms..............................................................33 Deploying Development Farms.................................................34 Deploying Extranet or Intranet Farms........................................34 Deploying Global or Distributed Multifarm Environments.......................................................35 Planning for Multiple Farms.....................................................35 Choosing the Right Hardware for SharePoint......................................36 Hardware Requirements for the SQL Database Role Servers............36 Hardware Requirements for Service Application Roles...................36 Hardware Requirements for Web Role Servers..............................37 Determining Optimal Operating System Configuration........................37 Windows Server 2008 R2 Operating System for SharePoint......................................................................37 Planning for Database and Additional Software...................................38 Database Software..................................................................38 Backup Software.....................................................................39 Antivirus Software..................................................................39 Index iFilters.........................................................................39 Examining Real-World SharePoint 2010 Deployments..........................40 Viewing a Sample Single-Server SharePoint Deployment...............40 Viewing a Sample Small SharePoint Farm...................................41 Viewing a Sample Mid-Sized SharePoint Farm.............................41 Viewing a Sample Large SharePoint Farm...................................43 Contents vii Addressing Common Business Issues with SharePoint Features...............43 Addressing the Redundant Re-creation of Documents with SharePoint...................................................................44 Addressing the Inability to Efficiently Search Across Different Types of Content...........................................44 Addressing Inefficient Means of Document Collaboration with SharePoint Document Libraries....................44 Addressing the Excessive Use of Email Attachments/Ability to Know When Documents Have Been Modified.......................45 Addressing Difficulty Organizing or Classifying Content...............45 Addressing Access to Line-of-Business Application Information........................................................46 Using SharePoint for Sharing Information with Partners, Vendors, and Clients................................................46 Deploying a Team Collaboration Solution with SharePoint...................46 Outlining Business Needs for the Team Collaboration Solution..........................................................47 Implementing a Team Collaboration Solution with SharePoint...................................................................47 Outlining Ideas for Using the Team Collaboration Solution..............................................................................47 Deploying a Corporate Intranet Solution with SharePoint.....................48 Meeting Business Needs with the Corporate Intranet Solution..............................................................................48 Implementing the Corporate Intranet Solution............................49 Ideas for Using the Corporate Intranet Solution...........................50 Deploying a Customer Extranet Solution with SharePoint.....................51 Meeting the Business Needs of the Customer Extranet Solution.................................................................51 Implementing the Customer Extranet Solution ...........................52 Outlining Ideas for Using the Corporate Extranet Solution..............................................................................53 Summary......................................................................................53 Best Practices.................................................................................53 3 Installing a Simple SharePoint Server 2010 Farm 55 Examining SharePoint Installation Prerequisites..................................55 Defining Hardware Prerequisites for SharePoint 2010...................56 Examining Software Requirements for SharePoint 2010................56 Service Account Requirements..................................................57 Outlining Additional Prerequisites.............................................57 Database Role Prerequisites......................................................58 FAST Search Requirements.......................................................58 viii Microsoft SharePoint 2010 Unleashed Installing the SharePoint Server Operating System...............................58 Installing Windows Server 2008 R2...........................................59 Installing SQL Server 2008 R2..........................................................59 Installing SQL Server 2008 R2...................................................60 Creating a Windows Firewall Port Exception for SQL Server......................................................................63 Enabling TCP/IP in SQL Configuration Manager..........................64 Installing Microsoft SharePoint Server 2010........................................64 Running the Prerequisite Check for SharePoint 2010....................64 Installing the SharePoint 2010 Binaries......................................66 Running the SharePoint 2010 Configuration Wizard....................68 Running the Initial Farm Configuration Wizard..........................69 Summary......................................................................................72 Best Practices.................................................................................72 4 Advanced SharePoint 2010 Installation and Scalability 75 Creating an Installation Checklist.....................................................75 Conceptualizing and Architecting a SharePoint Farm...................76 Installing SharePoint 2010.......................................................76 Configuring SharePoint 2010...................................................76 Installing SharePoint 2010 Using PowerShell......................................77 Examining a PowerShell Script for Provisioning a Farm.................77 PowerShell for Provisioning Service Applications.........................79 Understanding Scalability for SharePoint...........................................89 Mapping SharePoint Functionality to Business Needs...................89 Gauging Content Growth........................................................89 Scaling Logical SharePoint Components.............................................90 Scaling Out with Site Collections..............................................90 Scaling Out with Web Applications...........................................90 Summary......................................................................................91 Best Practices.................................................................................91 5 Migrating from Legacy SharePoint to SharePoint Server 2010 93 Formulating a Migration Strategy......................................................93 Examining the In-Place Upgrade Scenario...................................94 Examining the Database Attach Scenario....................................95 Examining Alternative Approaches and Third-Party Migrations......95 Planning for an Upgrade to SharePoint 2010......................................96 Understanding Supported Upgrade Scenarios..............................96 Assessing Site Migration Readiness with the Pre-Upgrade Check Tool..........................................................................97 Creating a Prototype Test Environment......................................97 SQL Database Upgrade Considerations.......................................99 Contents ix Examining SharePoint 2010 Migration Paths......................................99 Performing an In-Place Upgrade of a SharePoint Environment...............99 Installing SharePoint 2010 Prerequisites.....................................99 Running the Upgrade............................................................100 Running the Configuration Wizard..........................................100 Performing a Database Attach Upgrade............................................103 Understanding the Steps to Perform a Database Attach Upgrade..................................................................104 Using Visual Upgrade....................................................................107 Previewing the SharePoint 2010 Visuals in a Site........................107 Understanding the My Site Automatic Visual Upgrade................109 Summary....................................................................................110 Best Practices...............................................................................110 Part II Administering and Maintaining SharePoint Server 2010 6 Managing and Administering SharePoint 2010 Infrastructure 113 Operations Management with the SharePoint Central Administration Tool....................................................................114 Administering Application Management Tasks in SPCA...............115 Administering System Setting Tasks in SPCA.............................121 Administering Monitoring Tasks in SPCA..................................124 Reviewing Backup and Restore Settings in SPCA.........................129 Reviewing Security Settings in SPCA........................................131 Reviewing Upgrade and Migration Settings in SPCA...................135 Reviewing General Application Settings in SPCA........................137 Using the Configuration Wizard’s Page in SPCA.........................141 Administering Site Collections and Sites...........................................142 Using Additional Administration Tools for SharePoint........................143 Command-Line Administration of SharePoint Using the STSADM Tool................................................................143 Working with the Internet Information Services Manager Tool.....................................................................144 SQL Server Administration for SharePoint.................................145 Summary....................................................................................145 Best Practices...............................................................................146 7 Leveraging PowerShell for Command-Line SharePoint Administration and Automation 147 Understanding Windows PowerShell Concepts..................................148 Getting Started with Windows PowerShell................................148 Using PowerShell to Display “Hello World!”..............................149