pro_sharepoint_2010_administration.pdf

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Pro Sharepoint 2010 Administration Copyright@ 2011 by Robert Garrett All rights reserved. No part of this work may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording, or by any information storage or retrieval system, without the prior written permission of the copyright owner and the publisher ISBN-13(pbk):978-1-4302-3792-1 ISBN-13( electronic):978-1-4302-3793-8 Trademarked names, logos, and images may appear in this book. Rather than use a trademark symbol with every occurrence of a trademarked name, logo, or image we use the names, logos, and images only in an editorial fashion and to the benefit of the trademark owner, with no intention of infringement of the trademark The use in this publication of trade names, trademarks, service marks, and similar terms, even if they are not identified as such, is not to be taken as an expression of opinion as to whether or not they are subject to proprietary rights President and Publisher: Paul Manning Lead Editor: Jonathan Hassell Development Editor: Tom Welsh Technical Reviewer: Daniel Cohen-Duman Editorial Board: Steve Anglin, Mark Beckner, Ewan Buckingham, Gary Cornell, Morgan Ertel, Jonathan Gennick, Jonathan Hassell, robert hutchinson, Michelle Lowman, James Markham Matthew Moodie, Jeff Olson, Jeffrey pepper, Douglas pundick, Ben Renow-Clarke, Dominic Shakeshaft, Gwenan Spearing, Matt Wade, Tom Welsh Coordinating editor: Adam Heath Copy Editor: James Compton Compositor: Bytheway Publishing Services Indexer: sPI global Artist: SPI Glob Cover designer: Anna ishchenko Distributed to the book trade worldwide by Springer Science+Business Media New York, 233 Spring Street, 6th Floor, New York, NY 10013. Phone 1-800-SPRINGER, fax(201)348-4505, e-mail orders ny@springer-sbm.comorvisitwww.springeronline.com Forinformationontranslationspleasee-mailrights@apress.com,orvisitwww.apress.com Apress and friends of ed books may be purchased in bulk for academic, corporate, or promotional use eBook versions and licenses are also available for most titles For more information reference our SpecialBulksales-eBooklicensingwebpageatwww.apress.com/bulk-sales The information in this book is distributed on an"as is"basis, without warranty. Although every precaution has been taken in the preparation of this work, neither the author(s)nor Apress shall have any liability to any person or entity with respect to any loss or damage caused or alleged to be caused directly or indirectly by the information contained in this work l dedicate this manuscript to my sweetheart, Jessica, without whose support and encouragement for writing, this book would never have become a reality. Contents at a glance Forewordummm xi About the author About the technical reviewer ■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■ XVI Acknowledgments aR BRI RR RRRR EmIN, XVii Introduction ■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■ XVI Chapter 1: SharePoint 2010 Overview ■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■a■■ Chapter 2: Installing and configuring SharePoint 2010 ■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■ 45 Chapter 3: Security and policy ammAR g101 Chapter 4: People and profiles mmm 135 Chapter 5: Social Networking .aman. u167 Chapter 6: Site Content and Metadata ■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■口■■■■■■■■■■■■■■■■■■■■■ 193 Chapter 7: Documents and records Management ■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■ 229 Chapter8: Business Intelligence…,,,,…,,…,,,,,,,273 Chapter 9: Microsoft Office Integration ■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■口■■■ 311 Chapter 10: Health, Monitoring, and Disaster Recovery ■■■■■■■■■■■■■■■■■■■■■■■■■■口■■■ 349 Index 385 Contents Foreword About the author About the technical reviewer ■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■ Acknowledgments ammammmmmamamamammaamm xvii Introduction…uavi Chapter 1: Share Point 2010 overview In What is share point? Share Point Foundation versus share Point server Sites 3 Communities Composite Insights Content Search Share point2010 System Requirements……6 Overview of New Functionality and changes 6 The central Administration Web site User Interface Changes 日日日日日日面自B自面面自面B自日日自日自日日日自 8 Microsoft Office Web Applications. My Sites, User Profiles, and Wiki Pages....... 篇日日面日自日日面a日日日面日面日日日面日自日日面日自日自日面面日自日面日面日日自日面日面日日日面日自日日面日自日自道日日日自日日面日自目日面 13 Enterprise Content Management 日面面自B自日面面日面面日日面日面面B日面日日面画 13 ■ CONTENTS Goodbye, Shared Services Provider SharePoint basics…17 Creating a new Web application and Site Collection 17 The site Actions Menu The ribbon 2 Lists 日面日日日面日日自面日面自日面面 日面日日自日面日自日面日面日日日日 List views… 29 Document libraries wwwwwwwwww 32 Pages Web parts……40 Summary 43 Chapter 2: Installing and configuring SharePoint 2010 ■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■ 45 Infrastructure Requirements. 45 Sharepoint 2010 Prerequisites Choosing the Installation Type 64 Stand-Alone Installation Server farm SharePoint Products configuration Wizard 53 Managed Accounts 54 Continuing with the Configuration Wizard 56 ADACM Share Point Foundation Only). Configuring Your SharePoint Farm 59 Upgrading from Microsoft Office SharePoint 2007( MOSS) 63 In-Place or Database Attach Upgrade.. Considerations Before Performing an Upgrade.. The Pre-Upgrade check. Performing an In-Place Upgrade ■ CONTENTS Performing a Database Attach Upgrade.......... What is the Hybrid Upgrade approach? 76 Using Alternate Access Mappings to Avoid Downtime Visual Upgrade 78 Switching from Legacy to SharePoint 2010 Branding Visual upgrade powershell commands 8 Welcome to the central administration web site 81 Application Management.,,,,……,… System Settings……… Monitoring………… 92 Backup and Restore Security…..............94 Upgrade and migration 94 General Application Settings…............,,……………95 Configuration wizards. Summary..….……9 Chapter 3: Security and Policy mmmmmmmammaa aaaaaa Emman 101 Security Administration ..mm.......101 Share Point administrators 102 Permissions and permission levels Creating custom Permission Levels Share point users… 109 Share point secu Groups 110 Adding Users to a Group 112 Removing Users from a Group.………113 Group settings and Permissions……...,,… 1a日日面盖 113 Creating a New Group( and assigning Permissions)….......,…………………,115 Deleting a group… 116 ■ CONTENTS Assigning New Visitor, Member, and Owner Groups at Site Creation 116 Best practices Granting Permissions 120 Granting Permissions at the root site collection …121 Granting Permissions at a Sub-Site Breaking Inheritance 122 Granting Permissions to a List or Document Library 123 Granting permissions to a list Item or Document ................................................................124 Anonymous Access 125 Web application Policies .m Claims-Based authentication 128 Configuring CBa in Share Point2010……, 129 CBa and powershell ,133 Summary 134 Chapter 4: People and profiles ■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■口■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■ 135 A User' s Profile…135 The user profile The User Profile service Application .................. The user profile service 137 The User Profile Synchronization Servic The Forefront identity manager….,.,.,.,..,.,,,…,…,… 138 Configuring User Profile Synchronization 138 Establishing Managed Accounts 日面日日自日面日自日日自面日面日日面日日日面日面日自自面自a 139 Creating the User Profile Service Application.…………………142 Starting the services 143 Importing User Profiles from Active Directory........... 144 Writing Back to Active Directory...,.,.,,…,…,,……………,147 ■ CONTENTS User profiles in sharePoint 2010 150 User Profile Properties and Sub-types. Organization profiles 158 Audiences People Search.m... 161 Share Point search -A Primer . People search in Action 日面日日日面日日日自面日面自日日面日日自面日面日自日日面日自日自日面日自日日面面日B自 164 Summary 165 Chapter 5: Social Networking m RBBBRRBRRBBRRIEIILD ga:167 My Sites 168 Creating the My Site Host Site Collection ,168 Capacity Planning for My Sites......................................171 A Tour of SharePoint 2010 My Sites 171 Notes and Tagging. A Brief Segue on Taxonomy and Folksonomy Tagging in SharePoint 2010 Ratings 186 Rating control and publishing pages Blogs 188 Wikis 190 Outlook 2010 Integration 191 Summary 192 Chapter 6: Site Content and Metadata ■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■口■■■■■■ 193 The share Point 2010 Content Type Model 193 What Are Content Types and site Columns?…… 193 New content Type Model Functionality……… ……194

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