Index
A
AAM (alternate access mappings)
configuring, external URL, 345–346
extranets, 321
access
Excel, testing, 781
servers, restricting, 363
Access Services, 31, 741, 757–762
Access Services application, 439
Foundation and Server, 443
Access View button (Library tab), 529–530
Access Web Database site, creating, 758–762
Activity Feed, My Site, 684–686
Activity Monitor, SQL Server, 217–218
AD (Active Directory)
Exchange Server 2010, planning for, 391–394
profile fields, mapping to, 681–684
AD CS (Active Directory Certificate Services), servers, 375–376
AD RMS (Active Directory Rights Management Services)
document libraries, 424–430
installing, 424–427
IRM (Information Rights Management), enabling, 429–431
limitations, 424
prerequisites, 424
RMS certification pipeline, modifying, 428
Add and Customize Pages permission, 591
Add Items permission, 591
Add/Remove Personal Web Parts permission, 591
administration, 147
automating, PowerShell, 162–169
extranets, mobile administration, 321
STSADM tool, 143–145
Administration Management Shell, 242
administrator passwords, changing, 287
Advanced Web Analytics feature, 612
Alert Me tool, document libraries, 485–486
alerting capabilities, SCOM (System Center Operations Manager), 279
alerts
document libraries, 465
workflows, 792–793
alternate access mappings (AAMs), extranets, 321
analysis services (SQL Server 2008 R2), 38
Announcements list, 500–501, 517
Announcements template, 11
antivirus options, 19
antivirus software, 38
Application Discovery and Load Balancer application, 439
application layer filtering, 340–341
application management tasks, SPCA (SharePoint Central Administration) tool, administering, 115–120
application roles, virtualization, 294
Application Settings, Foundation and Server, 450–452
applications
business applications, 436
dashboards, creating, 862–863, 867
developing, Visual Studio, 23
line-of-business applications, access, 46
Microsoft Office, deep integration, 9–10
scalable service application model, 13–14
service applications, 439
Excel Services, 742–744
provisioning, 76
UAG trunks, creating within, 354–356
web applications
creating, 321–323
creating automatically, 163
scaling out, 90
workflow-based applications, creating, 823–831
Apply Style Sheets permission, 591
Apply Themes and Borders permission, 591
Approval workflows, 803
Approve Items permission, 591
architecting, Forefront UAG, 353–356
archiving event logs, 285
asset libraries, 517
Assets Web Database template, 581
associate workflows, Designer, 820
association columns, 820
attachments, email, excessive, 45
attack surface, SQL Server, minimizing, 366–367
audience targeting, 612–620
document libraries, 549
Audit Log Reports option (Designer), 605
auditing file access, servers, 369
authentication
claims-based authentication, extranets, 313–317
class mode authentication, extranets, 313
extranets, scenarios, 317–321
SQL Server, 366
Windows Authentication mode, 366
authentication providers, extranets, configuring, 325–330
automatically installing solutions, PowerShell, 169
automating
administration, PowerShell, 162–169
site collection backups, 166–169
user provisioning, PowerShell, 178–179
B
backend systems, managing, PowerShell, 174
backing up, IIS 7 configuration, 260–261
Backstage, Word 2010, 717–719
backup settings, SPCA (SharePoint Central Administration) tool, reviewing, 129–135
backup software, 38
backups, 15–16
Administration Management Shell, 242
Central Administration tool, 242–246
granular backups, 246–252
components, 241–242
environments, 241
IIS backup, 242
validating, 286
verifying, 282
Bar indicators, 865
Basic Meeting Workspace template, 581
Basic Search Center template, 581
BCS (Business Connectivity Services), 881–882, 903–905
entities, building, 882
external content types, 882–890
building, 883–884
consuming, 890–904
defining, 884–888
external data, 892–895
external lists, 890–892
operations, 884
related items, 888–890
writing to, 895–898
Foundation and Server, 443–445
web parts, 898–904
Business Data Item web part, 898–901
Business Data Related List web part, 898–902
Query String Filter web part, 902–904
BDC (Business Data Catalog). see BCS (Business Connectivity Services)
Best Bets, Search, 193–194
binaries, installing, 66–68
Blank Meeting Workspace template, 581
Blank Site template, 581
BLOG storage, externalizing, 231–239
bookmarklets, My Site, 689–691
Browse Directories permission, 591
Browse User Information permission, 591
browser support, Office Web Apps, 767
business applications, SharePoint 2010 versions, 436
Business Connectivity Services (BCS). see BCS (Business Connectivity Services)
Business Data Connectivity Services, 31–439
Business Data Item web part, 898–901
Business Data Related List web part, 898–902
business environments, workflows, 791–793
business intelligence
BCS (Business Connectivity Services), 881–882, 903–905
external content types, 882–904
PPS (PerformancePoint Services), 853–854
tools, leveraging, 24
business needs
customer extranet portal, 51
development projects, analyzing, 815
functionality, mapping, 89
team collaboration, outlining, 47
business requirements, extranets, 307
C
calculated columns, 630–632
Calendar lists, 517
Calendar template, 11
calendars
Exchange Server 2010, linking, 397
Outlook, connecting to, 735
Cancel Approval tool, document libraries, 491–495
CAS (Client Access Server), Exchange Server 2010, 391–395
cataloging scripts, PowerShell, 162–169
centers (Search), creating, 194–195
Central Administration tool, 15–16, 32
application management tasks, administering, 115–120
backup settings, reviewing, 129–135
backups, 242–246
granular backups, 246–252
Configuration Wizard, 141–142
Foundation, 447–452
migration settings, reviewing, 135–141
monitoring tasks, administering, 123–128
operations management, 113, 142
restore settings, reviewing, 129–135
restores, 242
restoring, 246–257
security settings, reviewing, 129–135
Server, 447–452
system setting tasks, administering, 120–123
upgrade settings, reviewing, 135–141
workflows, settings, 793–794
certificates
SSL (Secure Sockets Layer) Certificates, 18–19
TDE (Transparent Data Encryption), 420
Charitable Contributions Web template, 581
Check In tool, document libraries, 479–481
Check Out tool, document libraries, 479–481
checking, disk space, 283
checklist, installation, 75–76
CHKDSK scans, file system integrity, 285
claims-based authentication, extranets, 313–317
class mode authentication, extranets, 313
classifications, content, 45–46
client object model (Visual Studio), 821
clients
extranets, 307–309
sharing information, 46
cmdlets, 152–153
PowerShell, 153
naming, 155
results, formatting, 154–155
server management, 178
verbs and nouns, 152–153
coauthoring, documents, 720–726
collaboration, 9–13
documents
customer extranet portal, 51
libraries, 44–45
organizing, 11–13
team collaboration, deploying, 46–48
collaboration site collection templates, 569
collaboration tools
libraries, 10–11
lists, 10–11
Collect Feedback workflows, 803
Collect Signatures workflows, 803–805
collection sites, Content Type Syndication Hubs, 660–662
Column Default Value Settings option (Document Library Settings page), 547
columns, 628–632
association columns, 820
calculated columns, 630–632
lists, adding, 502–505
lookup columns, 638–643
multiple lines of text columns, 628–632, 638
single line of text columns, 628
sites, 648
unique values, enforcing, 632
validation settings, leveraging, 632
Columns section, Document Library Settings page, 628–632
command piping, PowerShell, 153–154
command-line administration, PowerShell, 147
Communications Server 2010, presence information, enabling, 398–401
components
backing up, 241–242
hardware, verifying, 283–285
logical components, scaling, 90
restoring, 241–242
virtualization
infrastructure requirements, 291–292
licensing, 292–293
roles, 293–295
configuration, 855–858
authentication providers, 325–330
Health Analyzer, 268
IIS 7, backing up, 260–261
IPsec, monitoring environment, 377–379
mixed-mode authentication, 317
My Site, 670–673
Office Web Apps, 771–778
operating systems, 37–38
PPS (PerformancePoint Services), 855–858
presence information, 399
SharePoint 2010, 76
SMTP Service, incoming email server role, 387
User Profile service application, 675–678
workflows
Central Administration tool, 793–794
Site Settings page, 794–796
Configuration Wizard, 68–72
running, 100–103
SPCA (SharePoint Central Administration) tool, 141–142
Connect to Office button (Library tab), 530–531
shortcuts, creating, 720
Connect to Outlook button (Library tab), 530–532
connections, data connections, 862–863
console, VMM (Virtual Machine Manager), 300–301
consuming, external content types, 890–904
contacts, Exchange Server 2010, linking, 397
Contacts lists, 517
Contacts Web Database template, 581
content
classifying, 45–46
email-enabled content, 389
exporting, 159
growth, gauging, 89
organizing, 45–46
Outlook, connecting to, 731–735
Workspace, synching, 530
content databases
managing, 222–231
PowerShell, 161–162
recovering data from, 252–257
site collections, moving between, 230–231
Content Organizer, 561–566, 612
content sources, defining, Search, 186
Content Type Publishing option (Designer), 605
Content Type Service Application Error Log option (Designer), 605
Content Type Syndication Hub feature, 612, 660–662
content types, 623
Content Site Syndication Hubs, 660–662
Designer, 820
Dublin Core metadata, 653–656
external content types
BCS (Business Connectivity Services), 882–890
building, 883–884
consuming, 890–904
defining, 884–888
eternal data, 892–895
external lists, 890–892
operations, 884
related items, 888–890
writing to, 895–898
leveraging, 20–21
Copy-only backups (SQL), 261
corporate intranet, 48–50
business needs, meeting, 48
implementing, 49–50
counter aggregation, customer extranet portal, 51
Create Alerts permission, 591
Create Groups permission, 591
Create Ribbon, Dashboard Designer, 859
Create Subsites permission, 591
cross-content searches, 44
cross-site high availability model, SQL mirroring, 408–409
custom functions, creating, PowerShell, 171–172
Custom List template, 517
Custom Site Collection Help, 612
custom solutions, PowerShell, deploying, 157–158
customer extranet portal
business needs, 51
deploying, 51–53
implementing, 51–53
cycle, ecosystem governance, 711
Cylinder indicators, 865
D
DAGs (Database Availability Groups), Exchange Server 2010, 391
daily maintenance tasks, outlining, 282–283
Dashboard Designer, 875
Create Ribbon, 859
dashboards
building, 867–879
creating, 862–867
data connections, creating, 871
data sources, preparing, 867
Edit Ribbon, 859
File button, 859
Home Ribbon, 859
KPIs (Key Performance Indicators), creating, 871–877
PPS (PerformancePoint Services), 858–862
reports, creating, 875
Ribbon, 859
scorecards, creating, 875
working area, 859
Workspace Browser, 859
dashboards, 867–879
building, Dashboard Designer, 867–879
creating, Dashboard Designer, 862–867
data sources, preparing, 867
data, isolating, lists, 362
data collections, log settings, optimizing, 273–276
data connection libraries, 517
data connections, 862–863
creating, Dashboard Designer, 871
data files, shrinking, SQL Server, 222
data high availability, 403
data integrity, 403
data leakage, 403
data management, libraries, 10–11
data protection, 403
AD RMS (Active Directory Rights Management Services), document libraries, 424–430
database mirroring
enabling, 411–417
requirements, 409–411
SQL Server database mirroring, 403–406
TDE (Transparent Data Encryption), 416–424
Data Protection Manager (DPM). see DPM (Data Protection Manager) data redundancy, 403
data sources, preparing, 867
database attach upgrades, performing, 103–107
database engines (SQL Server 2008 R2), 38
database mirroring, SQL Server, 403–406
enabling, 411–417
requirements, 409–411
database requirements
Foundation, 435
Server, 435
database roles
prerequisites, 57
virtualization, 295–296
database servers, 28–29
databases
content databases, managing, 161–162
iFilters, 38–40
monitoring, PowerShell, 160
planning for, 38–40
SQL Server, 211
Activity Monitor, 217–218
data collectors, 218–220
dynamic management views, 216–217
event logs, 213–216
maintaining, 220
maintenance plans, 222
monitoring, 211–220
Reliability and Performance Monitor, 217
WMI (Windows Management Instrumentation), 211–213
Databases section (Application Management page), 119–120
Datasheet view, lists, 505
Decision Meeting Workspace template, 581
declarations, records, 710
default values, metadata, setting, 643–648
Define a Custom Send to Destination option (Document Library Settings page), 545
defining
content sources, Search, 186
external content types, 884–888
Delete Items permission, 591
Delete This Document Library link, Permissions and Management column, Document List Settings page, 553
Delete This Site tool (Site Actions), 604
Delete Versions permission, 591
deploying
customer extranet portal, 51–53
development farms, 32
extranet farms, 32
intranet farms, 32
Search, 182–186
SharePoint 2010, 27–32
multiple farms, 32–35
single-server SharePoint deployment, 40–41
team collaboration, 46–48
test farms, 32
websites, comprehensive web content management, 13
deployment topologies, extranets, 310–312
association columns, 820
content types, 820
development, considerations, 821–822
development projects, planning, 815
downloading and installing, 806–807
enhancements, 820
exportable workflows, 820
external content types, creating, 883–890
impersonation steps, 820
installing, 883
reusable workflows, 820
creating, 807
site workflows, 820
sites, opening from, 808
Start Feedback Process, defining participants in, 811
tools, 605
Web Application settings, verifying, 805–806
workflow-based applications
creating, 823–831
testing, 831
workflows, associate workflows, 820
Determine Open Behavior for Browser-Enabled Documents option (Document Library Settings page), 545
Developer’s Dashboard, 665
development
applications, Visual Studio, 23
Designer
considerations, 821–822
workflow-based applications, 823–831
Visual Web Parts, 834–847
development farms, deploying, 32
development projects
business needs, analyzing, 815
planning, 815
diagnostic log settings, 275–276
Differential backups (SQL), 261
Differential partial backups (SQL), 261
Directory Management Service, 389
Discard Check Out tool, document libraries, 479–481
Discussion Board lists, 517
Discussion Board template, 11
disk space, checking, 283
displaying document libraries, Quick Launch, 522
Disposition Approval workflow, 803–612
distributed multifarm environments, deploying, 35
DMK (database master key), TDE (Transparent Data Encryption), 420
DMVs (dynamic management views), SQL Server, 216–217
Document Center template, 581
Document ID Service, 612
Document ID Settings option (Designer), 605
document libraries, 471–476, 507–517. see also libraries
AD RMS (Active Directory Rights Management Services), 424–430
advantages, 465–468
Alert Me tool, 485–486
alerts, 465
Cancel Approval tool, 491–495
Check In tool, 479–481
Check Out tool, 479–481
columns, 628–632
lookup columns, 638–643
Content Organizer, 561–566
creating, 521–524
PowerShell, 174
Delete button, 484–485
Discard Check Out tool, 479–481
displaying, Quick Launch, 522
Document Library Settings page
advanced settings, 544–546
audience targeting, 549
Column Default Value Settings option, 547
Form Settings tool, 551
item scheduling, 547–548
metadata navigation, 550
Per-Location View settings, 550–551
ratings, 548–549
Validation Settings page, 546
versioning, 534–543
Document List Settings page, Permissions and Management column, 551–557
Document Permissions tool, 484–485
document sets, 557–561
document templates, choosing, 522
documents
adding to, 472–474
saving to, 713–719
Download a Copy tool, 487–489
ecosystem, planning, 513--520
Edit Document tool, 479–481
Edit Properties tool, 481–482
email, receiving, 522
E-mail a Link tool, 485–486
email-enabled, 389
folders, 557–561
Foundation, 456–459
Go To Source tool, 487–489
I Like It tool, 496
Library Settings tools, 534–551
Manage Copies tool, 487–489
metadata navigation tools, 467
navigation, metadata, 662–665
New Document tool, 477–478
New Folder tool, 478–479
PowerPoint documents, coauthoring, 720–726
Publish tool, 491–495
Ratings column, 467
Recycle Bin, 484–485
requirements, 522–524
searches, 468
Send To tool, 487–489
Server, 456–459
settings, verifying, 778
tags, 468
Tags & Notes tool, 496
templates, 465
troubleshooting, Developer’s Dashboard, 665
Unpublish tool, 491–495
Upload Document tool, 477–478
Version History tool, 482–483
versioning, 465
enabling, 522
View All Site Content page, 469–471
View Properties tool, 481–482
views, 465
creating and managing, 526–530
Document Library Settings page, 534–551
advanced settings, 544–546
audience targeting, 549
Column Default Value Settings option, 547
Columns section, 628–632
document versioning, 534–543
Form Settings tool, 551
item scheduling, managing, 547–548
metadata navigation, 550
Per-Location View settings, 550–551
ratings, 548–549
Validation Settings page, 546
Document Library template, 11
Document List Settings page, Permissions and Management column, 551–557
Delete This Document Library link, 553
Permissions for This Document Library option, 555
Save Document Library as Template, 553–555
document management, 9–13
Document Permissions tool, document libraries, 484–485
document sets
document libraries, 557–561
site collections, 560–561
Document Sets feature, 612
Document Workspace template, 581
documentation, updating, 286
documents
collaboration, customer extranet portal, 51
document libraries
adding to, 472–474
saving to, 713–719
libraries, collaboration, 44–45
metadata, 624–628
modifications, 45
redundant re-creation, addressing, 44
Word documents, coauthoring, 720–726
Download a Copy tool, document libraries, 487–489
downloading
Designer, 806–807
Visual Studio, 834
DPM (Data Protection Manager), 242
Dublin Core metadata, 653–656
Duplicate Submissions section (Content Organizer), 563
dynamic management views (DMVs), SQL Server, 216–217
dynamic views, customer extranet portal, 45
E
EBS, versus RBS, 235
ecosystem, governing, 695–696
cycle, 711
farms, 701–707
planning for, 513–517, 697–701
records management, 709–710
responsibilities, 700–701
roles, 700–701
scope documents, 697
site collections, 707–709
sites, 707–709
vision documents, 697
visually mapping strategy, 697–700
Edge (Forefront), web access, protecting, 19
edge transport servers, Exchange Server 2010, 391–396
Edit Document tool, document libraries, 479–481
Edit Items permission, 591
Edit Library button (Library tab), 532–536
Edit Personal Information permission, 591
Edit Properties tool, document libraries, 481–482
Edit Ribbon, Dashboard Designer, 859
attachments, excessive, 45
incoming email, enabling, 385–389
E-mail a Link tool, document libraries, 485–486
email-enabled content, 389
encryption, 416–424
IPsec, 377–383
PKI (Public Key Infrastructure) encryption, 374–376
SQL, 19
TDE (Transparent Data Encryption), 19, 416–424
Enterprise Search Center template, 581
enterprise site collection templates, 569
Enterprise Wiki template, 581
entities, BCS (Business Connectivity Services), building, 882
Enumerate Permissions permission, 591
environment, governing, 25
environments
backing up, 241
Forefront Edge, using in, 339–341
multifarm, deploying, 35
restoring, 241
virtualization, 296–299
event logs
archiving, 285
consolidation, SCOM (System Center Operations Manager), 279
PowerShell, analyzing, 162
SQL Server, 213–216
Event Viewer, monitoring, 282–283
events, PowerShell, analyzing, 162
Excel
access, testing, 781
data, 741–742
Excel Calculation services, 31
Foundation and Server, 443
publishing to, 746
service applications, 742–744
Exchange Server 2010, 389–391
AD (Active Directory), 391–394
calendars, linking, 397
CAS (Client Access Server), 395
changes, 391
contacts, linking, 397
DAGs (Database Availability Groups), 391
edge transport servers, 395–396
environments, planning for, 391–397
hub transport servers, 396
inbox items, linking, 397
integration, 397–398
mailbox server role, planning for, 394
as outgoing mail server, 397–398
public folders, replacing, 398
server roles, 391
unified message servers, 397
exportable workflows, Designer, 820
exported content, importing, 159–160
exporting content, 159
external content types
BCS (Business Connectivity Services), 882–890
building, 883–884
consuming, 890–904
defining, 884–888
external data, 892–895
external lists, 890–892
operations, 884
related items, 888–890
writing to, 895–898
external data, 892–895
External List template, 252
external lists, 890–892
extranet farms, deploying, 32
extranets, 307
AAM (alternate access mappings), 321
authentication providers, configuring, 325–330
business requirements, 307
clients, 307–309
common scenarios, 307–312
customer extranet portal
business needs, 51
deploying, 51–53
implementing, 51–53
host-named site collections, 321
mobile administration, 321
partner extranets
implementing, 321–332
validating, 331–332
partners, 307–309
remote employees, 309
security, 313–315
authentication scenarios, 317–321
claims-based authentication, 313–317
class mode authentication, 313
mixed-mode authentication, 317
multiple authentication, 320
service application proxy groups, creating, 330–331
site collections, creating, 324
topologies, 307–312
deployment topologies, 310–312
vendors, 307–309
web applications, creating, 321–323
F
farm members, provisioning, VMM (Virtual Machine Manager), 302–305
farms
architecting, 76
backing up
Central Administration tool, 246
PowerShell, 257–258
conceptualizing, 76
Configuration Wizard, running, 68
data, isolating, 362–363
extranet farms, deploying, 32
governing, 701–707
installing, 53–55
intranet farms, deploying, 32
large, viewing, 43
mid-size, 41–42
multiple, 32–35
deploying, 35
planning for, 35
provisioning, PowerShell, 76
restoring, Central Administration tool, 252–254
small, viewing, 41
SQL Server database mirroring, 403–406
test farms, deploying, 32
FAST Search Server, 581
applications, deploying, 201–204
installing, 199–201
requirements, 57
uninstalling, 207–209
user interfaces, customizing, 204–207
feature management, PowerShell, 155
features, custom solutions, deploying, 157–158
federating, Search, 188–192
fields, Datasheet view, 505
file access, servers, auditing, 369
File and file group backups (SQL), 261
File button, Dashboard Designer, 859
file system integrity, maintaining, 285
file-level security, servers, 368–369
FIM (Forefront Identity Manager), synchronization, 676
Firefox, Office Web Apps, support, 767
firewall port exceptions, SQL Server, 60–64
Folder Partitioning section (Content Organizer), 563
folders, document libraries, 557–561
Forefront Edge, 338–339
environments, using on, 339–341
web access, protecting, 19
Forefront TMG, 338–339
monitoring, logging feature, 351–353
publishing rules, creating, 347–351
sites, securing, 344–353
Forefront UAG, 338–339
architecting, 353–356
sites, securing, 353–356
form libraries, 517
Form Settings tool, Document Library Settings page, 551
formatting, cmdlets, 154–155
Foundation
Application Settings, 450–452
Central Administration tool, 447–452
database requirements, 435
document libraries, 456–459
farm administrators, 438–439
lists, 456–459
Search Service, 441–443
versus Server, 433
site collections, 452–453
sites, 454–456
web parts, 459–461
FPSP (Forefront Protection for SharePoint)
installing, 356–357
viruses, protecting against, 356–358
fragmentation, SQL Server, monitoring and reducing, 220
Full backups (SQL), 261
functionality
checking, 282
IPsec, verifying, 383
mapping, business needs, 89
Office Web Apps, testing, 778–788
Recycle Bin, enabling, 244–246
SCOM (System Center Operations Manager), 279
functions
creating, PowerShell, 171–172
PowerShell, 153
G
Galleries section (Site Settings page), 598–599
Gauge indicators, 865
Get-Command, PowerShell, 150–152
Get-Help, PowerShell, 150–152
global multifarm environments, deploying, 35
Go To Source tool, document libraries, 487–489
governance, ecosystem, 25, 695–696
cycle, 711
farms, 701–707
planning for, 697–701
records management, 709–710
responsibilities, 700–701
roles, 700–701
scope documents, 697
site collections, 707–709
sites, 707–709
vision documents, 697
visually mapping strategy, 697–700
Gradient indicators, 865
granular backups, Central Administration tool, 246–252
Group Work Lists, 612
Group Work Site template, 581
growth, content, gauging, 89
GUI objects, 150
H
hardware components, verifying, 283–285
hardware requirements, 35–37
SharePoint 2010, 56
virtualization, 291–292
configuring, 268
job definitions, modifying, 268–272
“Hello World!”, displaying, PowerShell, 149
high availability (data), 403
High Settings option (Designer), 605
high-availability mode (database mirroring), 405
high-performance mode (database mirroring), 405
high-safety mode (database mirroring), 405
Hold and eDiscovery site, 612
Home Ribbon, Dashboard Designer, 859
host-named site collections, 321
hosts, My Site, creating, 671–673
HTTP, web traffic, threats, 342
hub transport servers, Exchange Server 2010, 391–396
Hyper-V, 292–293
I
I Like It tool, document libraries, 496
iFilters, 38–40
IIS 7 configuration, backing up, 260–261
IIS 7.5 snap-in, PowerShell, 174–178
IIS backup, 242
impersonation steps, Designer, 820
Import Spreadsheet lists, 517
importing
exported content, 159–160
lists, PowerShell, 259
sites, PowerShell, 259–260
In Place Records Management feature, 612
inbound email server role, 32
inbox items, Exchange Server 2010, linking, 397
incoming email, enabling, 385–389
indexes, iFilters, 38–40
indicators, 864–865
KPIs (Key Performance Indicators), creating, 871–877
trending indicators, 864
infrastructure requirements, virtualization, 291–292
in-place upgrades, 94–95, 99–103
installation
AD RMS (Active Directory Rights Management Services), 424–427
binaries, 66–68
farms, 53–55
FPSP (Forefront Protection for SharePoint), 356–357
Office Web Apps, 771–778
RBS (Remote BLOB Storage), 235–239
servers, 64–72
SharePoint 2010, 75
checklist, 75–76
PowerShell, 76
SQL Server, 57–65
Visual Studio, 834
installing
FAST Search Server, 199–201
SQL Server, security, 365–367
integrated scripting environment, PowerShell, 149–150
integration
Microsoft Office applications, 9–10
Office Web Apps, 765
ribbon, 17–18
Visual Studio, 831–834
integration points, PKI (Public Key Infrastructure) encryption, 374–376
integration services (SQL Server 2008 R2), 38
integrity (data), 403
interfaces, Search, customizing, 194–199
Internet Explorer, Office Web Apps, support, 767
intranet farms, deploying, 32
intranets, corporate, 48–50
business needs, 48
implementing, 49–50
IPsec
communications, monitoring environment, 377–379
functionality, verifying, 383
internal encryption, 377–383
key functionality, 377
policies, establishing, 377
principle, 377
IRM (Information Rights Management), enabling, 429–431
isolation approaches, security, identifying, 361–363
Issue Tracking lists, 517
Issues Web Database template, 581
items
lists, updating, 502–505
scheduling, document libraries, 547–548
J
job definitions, Health Analyzer, modifying, 268–272
K
keywords, Search, 192–194
KPIs (Key Performance Indicators)
creating, 871–877
PPS (PerformancePoint Services), 863–865
L
L2TP (Layer 2 Tunneling Protocol), 373
L2TP/IPsec, 374
large farms, viewing, 43
Launch Forms in a Dialog option (Document Library Settings page), 546
Layer 2 Tunneling Protocol (L2TP), 373
leakage (data), 403
leveraging
Business Intelligence tools, 24
content types, 20–21
metadata, 20–21
libraries, 465–474, 513, 566. see also document libraries
asset libraries, 517
collaboration, 628–632
collaboration tools, 10–11
columns, 632
calculated columns, 630–632
multiple lines of text columns, 632–638
unique values, 632
validation settings, 632
Content Organizer, 561–566
creating, 521–524
data connection libraries, 517
data management, 10–11
document libraries, 471–476, 507–517
adding documents to, 472–474
advantages, 465–468
Alert Me tool, 485–486
alerts, 465
Cancel Approval tool, 491–495
Check In tool, 479–481
Check Out tool, 479–481
creating, 174
Delete button, 484–485
Discard Check Out tool, 479–481
Document Library Settings page, 534–551
Document Permissions tool, 484–485
Download a Copy tool, 487–489
Edit Document tool, 479–481
Edit Properties tool, 481–482
E-mail a Link tool, 485–486
Go To Source tool, 487–489
I Like It tool, 496
lookup columns, 638–643
Manage Copies tool, 487–489
metadata, 465
metadata navigation tools, 467
New Document tool, 477–478
New Folder tool, 478–479
Publish tool, 491–495
Ratings column, 467
Recycle Bin, 484–485
searches, 468
Send To tool, 487–489
tags, 468
Tags & Notes tool, 496
templates, 465
Unpublish tool, 491–495
Upload Document tool, 477–478
Version History tool, 482–483
versioning, 465
View All Site Content page, 469–471
View Properties tool, 481–482
views, 465
Document List Settings page, PerformancePoint service, 551–557
documents, collaboration, 44–45
ecosystem, planning, 513–520
form libraries, 517
versus lists, 496–499
metadata, 623–624
default values, 643–648
standards, 643–648
naming, 521–522
picture libraries, 517
report libraries, 517
requirements, 522–524
slide libraries, 517
Team Site template, leveraging, 515–520
troubleshooting, Developer’s Dashboard, 665
views, creating and managing, 526–530
wiki page libraries, 517
Library and Folder Retention feature, 612
Library tab, 524–534
Access View button, 529–530
Connect to Office button, 530–531
Connect to Outlook button, 530–532
Edit Library button, 532–536
Modify Form Web Parts button, 532
Modify View button, 526–529
New Quick Step button, 534
views, creating and managing, 526–530
licensing
Office Web Apps, 765–767
SharePoint 2010, 434–435
virtualization software, 292–293
limits, storage, checking, 287
line-of-business applications, information access, 46
Links lists, 517
LINQ, Visual Studio, 821
Announcements list, 500–501, 517
Calendar lists, 517
collaboration tools, 10–11
columns
adding, 502–505
calculated columns, 630–632
choosing, 628–632
multiple lines of text columns, 632–638
validation settings, 632
Contacts lists, 517
creating, 521–524
PowerShell, 174
Custom List template, 517
data, isolating, 362
data management, 10–11
Datasheet view, 505
Discussion Board lists, 517
Document List Settings page, Permissions and Management column, 551–557
ecosystem, planning, 513–520
email, receiving, 522
External List template, 252
external lists, 890–892
Foundation, 456–459
Import Spreadsheet lists, 517
importing, PowerShell, 259
Issue Tracking lists, 517
items
creating on-the-fly, 174
updating, 502–505
versus libraries, 496–499
Links lists, 517
managed metadata, adding, 660–662
metadata, 623–624
default values, 643–648
naming, 521–522
permissions, 591
Project Tasks lists, 517
properties, modifying, 174
requirements, 522–524
retrieving, PowerShell, 173–174
Server, 456–459
Status List template, 517
Survey lists, 517
Tasks lists, 517
connecting to Outlook, 731–734
Team Site template, 499
leveraging, 515–520
troubleshooting, Developer’s Dashboard, 665
views, creating, 505–509
load balance, SMTP Service, 32
locations, federations, Search, 190–192
log file cycling, SQL Server, 214
Log File Viewer (SQL Server), 214–215
log settings
data collections, optimizing, 273–276
diagnostic log settings, 275–276
logging feature, Forefront TMG, monitoring, 351–353
logical components, scaling, 90
login access, servers, restricting, 364
M
mail servers, Exchange Server 2010, 397–398
mailbox server role, Exchange Server 2010, planning for, 394
mailbox servers, Exchange Server 2010, 391
maintenance
monthly, performing, 285–286
quarterly, performing, 286–287
tasks, 287
weekly, performing, 283–285
maintenance plans
daily maintenance tasks, outlining, 282–283
establishing, 281–287
SQL Server, creating, 222
Make a New Folder Command Available option (Document Library Settings page), 545
Manage Alerts permission, 591
Manage Copies tool, document libraries, 487–489
Manage Lists permission, 591
Manage Permissions permission, 591
Manage Personal Views permission, 591
Manage Site Features tool (Site Actions), 604
Manage Web Sites permission, 591
managed metadata
creating, 657–662
lists, adding, 660–662
Managed Metadata Service, 439
Foundation and Server, 445–446
Management Data Warehouse, SQL Server, 218–220
management packs, SCOM (System Center Operations Manager), installing, 279–281
Management Shell, 242
manually adding shortcuts, Sites folder, 720
mapping
extranets, AAM (alternate access mappings), 321
functionality, business needs, 89
profile fields, Active Directory, 681–684
Master Page, 602
MBSA (Microsoft Baseline Security Analyzer), security, verifying, 369–371
meeting workspaces, Outlook, creating, 735–738
meetings site collection templates, 569
metadata, 623–665
columns
calculated columns, 630–632
lookup columns, 638–643
multiple lines of text columns, 632–638
sites, 648
unique values, 632
validation settings, 632
content types, 648–656
default values, setting, 643–648
document libraries, 465
Dublin Core metadata, 653–656
leveraging, 20–21
libraries, 623–624
lists, 623–624
managed metadata
creating, 657–662
lists, 660–662
navigation, 662–665
standards, setting, 643–648
Word documents, 624–628
metadata navigation, Document Library Settings page, 550
Metadata Navigation and Filtering feature, 612
metadata navigation tools, document libraries, 467
Microsoft Office, applications, deep integration, 9–10
mid-size farms, viewing, 41–42
migration, SharePoint 2010, 93–95
in-place upgrades, 99–103
paths, 99
strategies, 93–95
upgrades, 96–99
visual upgrades, 107–110
migration settings, SPCA (SharePoint Central Administration) tool, reviewing, 135–141
minimum requirements, SharePoint 2010, 55–57
mixed-mode authentication, extranets, 317
mobile administration, extranets, 321
mobile device support, Office Web Apps, 770
modifications, documents, 45
Modify Form Web Parts button (Library tab), 532
Modify View button (Library tab), 526–529
monitoring
databases, PowerShell, 160
environment, IPsec, 377–379
Event Viewer, 282–283
Forefront TMG, logging feature, 351–353
SQL Server, fragmentation, 220
timer jobs, 277
Monitoring page, 274
monitoring tasks, SPCA (SharePoint Central Administration) tool, 123–128
monitoring tools, 15–16
monthly maintenance, performing, 285–286
Mozilla Firefox, Office Web Apps, support, 767
Multipage Meeting Workspace template, 581
multiple authentication, extranets, 320
multiple farms, 32–35
deploying, 35
planning for, 35
multiple lines of text columns, 628
multiple-farm cross-site model, 409
SQL mirroring, 409
Activity Feed, 684–686
automatic visual upgrades, 109
bookmarklets, 689–691
components, 684–691
configuration, 670–673
hosts, creating, 671–673
profile fields, mapping, 681–684
Setup link, 676–677
user access, restricting, 678–681
User Profile jobs, 684–686
User Profile service application
creating, 673
settings, 675–678
N
naming
libraries, 521–522
lists, 521–522
PowerShell cmdlets, 155
reusable workflows, 808
navigation, metadata, 662–665
Navigation tool, 602
.NET API, PowerShell, extending, 172–173
Network Location shortcuts, manually creating, 720
New Document tool, document libraries, 477–478
New Folder tool, document libraries, 478–479
New Quick Step button (Library tab), 534
notification services (SQL Server 2008 R2), 38
nouns, cmdlets, 152–153
NTFS (NT File System), security, 368–369
O
Office (Microsoft), 713–737
applications, deep integration, 9–10
support for earlier versions, 713
browser support, 767
configuration, 771–778
functionality, testing, 778–788
installing, 771–778
integration, 765
licensing, 765–767
mobile device support, 770
Office rich client, 767
server prerequisites, 765–767
site collections, verifying, 778
Offline Synchronization for External Lists feature, 612
OneNote, access, testing, 781–788
Open Items permission, 591
Open permission, 591
operating systems
configuring, 37–38
installing, 57
operations, external content types, 884
organization, content, 45–46
organizing, collaboration, 11–13
outgoing mail servers, Exchange Server 2010, 397–398
Outlook
calendars, connecting to, 735
content, connecting to, 731–735
meeting workspaces, creating, 735–738
Tasks lists, connecting, 731–734
Override Check Out permission, 591
P
packaging, Visual Web Parts, 847–850
Page Layouts and Site Templates tool, 602
Page template, 581
pages
creating, 578–589
Page Layouts and Site Templates tool, 602
permissions, 589–595
templates, 581
Welcome Page, 602
parameters, creating, PowerShell, 172
Partial backups (SQL), 261
partner extranets
implementing, 307–309, 321, 332
validating, 331–332
partners, sharing information, 46
passwords, administrator passwords, changing, 287
paths, migration, 99
performance monitoring, SCOM (System Center Operations Manager), 279
PerformancePoint Service (PPS). see PPS (PerformancePoint Services)
Per-Location View settings, Document Library Settings page, 550–551
permissions, sites, 577–578, 589–595
Permissions and Management column, Document List Settings page, 551–557
Delete This Document Library link, 553
Permissions for This Document Library option, 555
Save Document Library as Template, 553–555
Personalization Site template, 581
physical farms, data, isolating, 362–363
physically securing, servers, 363–365
picture libraries, 517
Picture Library template, 11
PKI (Public Key Infrastructure) encryption, 18–19
integration points, 374–376
versus private keys, 375
smartcards, 376
Point-to-Point Tunneling Protocol (PPTP), 373
policies, IPsec, establishing, 377
Portal Site Collection option (Designer), 605
PowerPoint
access, testing, 781–786
documents, coauthoring, 720–726
service, 31
Central Administration settings, 775–776
PowerShell, 147
backend systems, managing, 174
benefits, 154–155
cmdlets, 152–153
formatting results, 154–155
naming, 155
server management, 178
verbs and nouns, 152–153
command piping, 153–154
content, exporting, 159
content databases, managing, 161–162
custom functions, creating, 171–172
custom solutions, deploying, 157–158
databases, monitoring, 160
document libraries, 174
event logs, analyzing, 162
exported content, importing, 159–160
extending, .NET API, 172–173
farms, provisioning, 76
feature management, 155
functions, 153
creating, 172
Get-Command, 150–152
Get-Help, 150–152
Hello World!, displaying, 149
IIS 7.5 snap-in, 174–178
integrated scripting environment, 149–150
list items, creating on-the-fly, 174
lists
creating, 174
importing, 259
modifying properties, 174
retrieving, 173–174
obtaining, 147–148
parameters, creating, 172
remote administration, 171
restores, 158
scripts, cataloging, 162–169
service applications, provisioning, 76
SharePoint 2010, installing, 76
site collection usage, monitoring, 160
site collections
automating backups, 166–169
creating automatically, 163
managing, 161–162
modifying, 155
retrieving, 155
site structures, creating on-the-fly, 163–166
sites
exporting, 159
importing, 259–260
retrieving, 155
solution management, 155
solutions, automatic installation, 169
user provisioning, automating, 178–179
variables, 153
web applications, creating automatically, 163
PPS (PerformancePoint Services), 24–31, 439, 612, 854–858
configuring, 855–858
Dashboard Designer, 858–862
building dashboards, 867–879
dashboards, 867
creating, 862–867
Foundation and Server, 446–447
indicators, 864–865
KPIs (Key Performance Indicators), 863–865
reports, 867–869
scorecards, 865–867
PPTP (Point-to-Point Tunneling Protocol), 373
prerequisites
checks, running, 64–66
installing, 99–100
SharePoint 2010, 55–57
presence information
configuring, 399
enabling, Communications Server 2010, 398–401
site collections, 400–401
Preserving Context section (Content Organizer), 563
private keys, versus public keys, 375
processes, TDE (Transparent Data Encryption), monitoring, 422
profile fields, Active Directory, mapping to, 681–684
Project Tasks lists, 517
Project Tasks template, 11
Projects Web Database template, 581
properties, lists, modifying, 174
protocols, tunneling, 373
Provide a Template URL option (Document Library Settings page), 544
provisioning
farms, PowerShell, 76
service applications, PowerShell, 76
public folders, Exchange Server 2010, replacing, 398
Public Key Infrastructure (PKI). see PKI (Public Key Infrastructure) encryption
Publish tool, document libraries, 491–495
publishing, Excel Services, 746
Publishing Page template, 581
publishing rules, Forefront TMG, creating, 347–351
publishing site collection templates, 569
Publishing Site with Workflow template, 581
Q
quarterly maintenance, performing, 286–287
Query String Filter web part, 902–904
Quick Launch, document libraries, displaying, 522
R
ratings, document libraries, 548–549
Ratings column, document libraries, 467
RBS (Remote BLOB Storage), 17, 233–235
versus EBS, 235
installing, 235–239
Record Declaration Settings option (Designer), 605
Records Center template, 581
records management, 709–710
recovery models, SQL Server, 264
Recycle Bin
configuring, 244–245
Designer, 605
document libraries, 484–485
functionality, enabling, 244–246
recovery, 242–246
stages, 243–244
reducing SQL Server, fragmentation, 220
redundancy (data), 403
redundant re-creation of documents, addressing, 44
refinement panels, Search, customizing, 199
related items, external content types, 888–890
Reliability and Performance Monitor, SQL Server, 217
remote administration, SharePoint 2010, 171
Remote BLOB Storage (RBS), 17
remote employees, extranets, 309
report libraries, 517
Report Library template, 11
Report Server File Sync feature, 612
Reporting feature, 612
reporting services (SQL Server 2008 R2), 38
reports, 272
MBSA (Microsoft Baseline Security Analyzer), viewing, 370–371
PPS (PerformancePoint Services), 867–869
reviewing, 273–274
Reset to Definition tool (Site Actions), 604
responsibilities, ecosystem, 700–701
REST (Representational State Transfer) APIs, 819
Visual Studio, 821
restore settings, SPCA (SharePoint Central Administration) tool, reviewing, 129–135
restores, PowerShell, 158
restoring
Administration Management Shell, 242
Central Administration tool, 242–246, 257
components, 241–242
DPM (Data Protection Manager), 242
environments, 241
Recycle Bin, 242–246
STSADM tool, 242
reusable workflows
creating, 807
Designer, 820
reviewing, reports, 273–274
Ribbon
Dashboard Designer, 859
integration, 17–18
Library tab, 524–534
Ribbon interface, 469
roles
ecosystem, 700–701
virtualization, 293–295
application roles, 294
database roles, 295–296
search roles, 294–295
web roles, 293–294
Rule Managers section (Content Organizer), 563
S
Safari, Office Web Apps, support, 767
SAML (Security Assertion Markup Language), 323
sandboxed solutions, 838
Save Site as Template tool (Site Actions), 604
saving Word documents, document libraries, 713–719
scalability, 75–89
scalable service application model, 13–14
scaling, logical components, 90
scenarios
authentication, extranets, 317–321
extranets, 307–312
SCOM (System Center Operations Manager), 267–277
alerting capabilities, 279
built-in application-specific intelligence, 279
event logs, consolidation, 279
functionality, 279
management packs, installing, 279
performance monitoring, 279
scope documents, ecosystem, 697
scopes
Search, assigning search pages to, 195–196
site collections, reviewing, 572–576
scorecards
creating, 875
PPS (PerformancePoint Services), 865–867
scripts, PowerShell, cataloging, 162–169
SDK (Software Development Kit), 150
Best Bets, 193–194
capabilities, 181–182
centers, creating, 194–195
content sources, defining, 186
cross-content, 44
customer extranet portal, 51
deploying, 182–186
document libraries, 468
FAST Search Server
application deployment, 201–204
customizing user interface, 204–207
installing, 199–201
uninstalling, 207–209
federating, 188–192
Foundation, 441–443
improvements, 14–15
keywords, 192–194
refinement panels, customizing, 199
scopes, 188
assigning search pages to, 195–196
search pages, creating, 196
search results, sorting, 204–207
Server, 441–443
service application roles, 31–32
user contexts, 207
user interface, customizing, 194–199
Search Keyword option (Designer), 605
search pages
creating, Search, 196
scopes, assigning to, 195–196
search roles, virtualization, 294–295
Search Scopes option (Designer), 605
Search Server Web Parts feature, 612
Search Settings option (Designer), 605
Secure Sockets Layer (SSL) Certificates. see SSL (Secure Sockets Layer) Certificates
Secure Store, 31–439
antivirus options, 19
antivirus software, 38
data protection, 403
SQL Server database mirroring, 403–406
TDE (Transparent Data Encryption), 416–424
document libraries, AD RMS (Active Directory Rights Management Services), 424–430
encryption, 372
TDE (Transparent Data Encryption), 19
extranets, 313–315
authentication scenarios, 317–321
claims-based authentication, 313–317
class mode authentication, 313
isolation approaches, identifying, 361–363
multiple layers, 372
PKI (Public Key Infrastructure) encryption, 18–19
integration points, 374–376
servers
AD CS (Active Directory Certificate Services), 375–376
file-level security, 368–369
IPsec, 377–383
physically securing, 363–365
security templates, 367–368
Forefront TMG, 344–353
Forefront UAG, 353–356
SQL Server
installation, 365–367
minimizing attack surface, 366–367
security logs, 367
SSL (Secure Sockets Layer) Certificates, 18–19, 375
storage, 19
transport security options, 18–19
transport-level security, deploying, 371–374
verifying, MBSA (Microsoft Baseline Security Analyzer), 370–371
VPNs (virtual private networks), 372
web traffic, inherent threats, 342–344
Security Assertion Markup Language (SAML), 323
security logs, SQL Server, 367
security settings, SPCA (SharePoint Central Administration) tool, 129–135
security templates, servers, 367–368
Security Token Services (STSs), 313, 439
self-service portals, VMM (Virtual Machine Manager), 300
Send To tool, document libraries, 487–489
Sending to Another Site section (Content Organizer), 563
separate lists, data, isolating, 362
Server
Application Settings, 450–452
Central Administration tool, 447–452
database requirements, 435
document libraries, 456–459
farm administrators, 438–439
versus Foundation, 433
lists, 456–459
Search Service, 441–443
site collections, 452–453
sites, 454–456
web parts, 459–461
server prerequisites, Office Web Apps, 765–767
server roles, 27–32
Exchange Server 2010, 391
Server Virtualization Validation Program (SVVP), 290
servers
database servers, 28–29
email-enabled content, 389
Exchange Server 2010, 389–391
file access, auditing, 369
incoming email, enabling, 385–389
installing, 64–72
IPsec policies, establishing, 377
login access, restricting, 364
operating systems, installing, 57
outgoing mail servers, Exchange Server 2010, 397–398
physical access, restricting, 363
physically securing, 363–365
security
AD CS (Active Directory Certificate Services), 375–376
file-level security, 368–369
IPsec, 377–383
MBSA (Microsoft Baseline Security Analyzer), 370–371
PKI (Public Key Infrastructure) encryption, 374–376
security templates, 367–368
transport-level security, 371–374
SMTP Server service, installing on, 385
unnecessary services, shutting off, 367–368
Web Server Role, 29
service accounts, requirements, 57
service application model, 13–14
service application proxy groups, extranets, creating, 330–331
service application roles, 30–31
hardware requirements, 35–37
Search, 31–32
service applications, 439
Excel Services, 742–744
provisioning, PowerShell, 76
User Profile service application
configuration, 675–678
creating, 673
Service Applications section (Application Management page), 117–120
services, unnecessary, shutting off, 367–368
Setup link, My Site, 676–677
Shared Services Providers (SSPs), 30
SharePoint
evolution, 815–821
SharePoint 2010, migrating to, 93–95
SharePoint 2010, 5
administration, automating, 162–169
cmdlets, 152–153
collaboration, 9–13
configuring, 37–38, 76, 100–103
deploying, 27–32
multiple farms, 32–35
development, 815–820
document management, 9–13
hardware, 35–37
installing, 75
checklist, 75–76
PowerShell, 76
licensing, 434–435
migrating to, 93–95
database attach upgrades, 103–107
paths, 99
in-place upgrades, 99–103
strategies, 93–95
upgrades, 96–99
visual upgrades, 107–110
monthly maintenance, performing, 285–286
origins, 5–9
presence information, enabling, 398–401
quarterly maintenance, performing, 286–287
remote administration, 171
scalability, 75–89
SDK (Software Development Kit), 150
server roles, 27–32
shortcuts, creating, 720
single-server SharePoint deployment, 40–41
weekly maintenance, performing, 283–285
Workspace, 726–731
SharePoint Foundation Server, 9
SharePoint Foundation Subscription Settings, 31
SharePoint Portal Services (SPS), 5–8
SharePoint Team Services, 5–8
shortcuts
Network Location shortcuts, creating, 720
SharePoint 2010, creating, 720
Sites folder, manually adding, 720
Should This Library Be a Site Assets Library option (Document Library Settings page), 546
single data center high-availability model, SQL mirroring, 407
single line of text columns, 628
single-server SharePoint deployment, 40–41
Site Actions tool, 603–604
Site Administration section (Site Settings page), 600–601
Site Collection Audit Settings option (Designer), 605
Site Collection Cache Profiles option (Designer), 605
Site Collection Features option (Designer), 605
Site Collection Navigation option (Designer), 605
Site Collection Object Cache option (Designer), 605
Site Collection Policies option (Designer), 605
Site Collection Web Analytics Reports tool (Site Actions), 604
site collections, 150, 569–571, 610–612, 620
administering, 142
backing up, granular backups, 246–252
backups, automating, 166–169
collaboration, organizing, 11–13
collaboration templates, 569
content databases, moving between, 230–231
creating, 571–574
creating automatically, PowerShell, 163
data, isolating, 362
document sets, 560–561
enterprise site collection templates, 569
extranets, creating, 324
features, 610–620
Foundation, 452–453
governing, 707–709
host-named site collections, 321
managing, PowerShell, 161–162
meetings site collection templates, 569
modifying, PowerShell, 155
Office Web Apps, verifying, 778
permissions, 589–595
presence functionality, 400–401
publishing site collection templates, 569
restoring, 257
retrieving, PowerShell, 155
scaling out, 90
scopes, reviewing, 572–576
Server, 452–453
tools, 605
usage, monitoring, 160
wireframe, designing, 571
Site Collections section (Application Management page), 116–117
Site Hierarchy option (Designer), 605
Site Settings page
Galleries section, 598–599
Site Actions section, 603–604
Site Administration section, 600–601
User and Permissions section, 589–595
workflows, settings, 794–796
site structures, creating, on-the-fly, 163–166
Site Theme tool, 602
site variations, 605–613
Site Web Analytics Reports tool (Site Actions), 604
site workflows, Designer, 820
sites, 612–620
Access Web Database site, creating, 758–762
audience targeting, 612–620
collaboration, organizing, 11–13
columns, 648
creating, 578–589
data, isolating, 362
exporting, 159
Foundation, 454–456
galleries, 598–599
governing, 707–709
importing, PowerShell, 259–260
Navigation tool, 602
opening, Designer, 808
Page Layouts and Site Templates tool, 602
retrieving, PowerShell, 155
securing
Forefront TMG, 344–353
Forefront UAG, 353–356
Server, 454–456
site features, 610–620
Site Theme tool, 602
site variations, 605–613
templates, 581
Tree View tool, 602
Welcome Page, 602
wireframe, designing, 571
Sites folder, shortcuts, manually adding, 720
slide libraries, 517
small farms, viewing, 41
smartcards
PKI (Public Key Infrastructure) encryption, 376
servers, physically securing, 364–365
Smiley Faces, 864
SMTP Service
incoming email server role, configuring, 387
load balance, 32
servers, installing on, 385
Social Meeting Workspace template, 581
social networking tools, 21–22, 669–670
My Site, 691
Activity Feed, 684–686
bookmarklets, 689–691
components, 684–691
healthy configuration, 670–673
hosts, 671–673
user access, 678–681
User Profile service application, 673–678
software, databases, planning for, 38–40
Software Development Kit (SDK), 150
software requirements, SharePoint 2010, 56
solution management, PowerShell, 155
solutions
installing, automatically, 169
sandboxed solutions, 838
SPCA (SharePoint Central Administration) tool. see Central Administration tool
SPS (SharePoint Portal Service), 5–8
SQL, encryption, 19
SQL backup, 242
SQL database role servers, hardware requirements, 35
SQL Server, 211
Activity Monitor, 217–218
attack surface, minimizing, 366–367
authentication, 365–366
SQL Server Authentication mode, 366
Windows Authentication mode, 366
backup tools, 261–264
BLOG storage, externalizing, 231–239
data collectors, 218–220
data files, shrinking, 222
database mirroring, 403–406
enabling, 411–417
requirements, 409–411
topologies, 406–409
dynamic management views, 216–217
event logs, 213–216
fragmentation, monitoring and reducing, 220
installing, 57–65
security, 365–367
log file cycle, 214
Log File Viewer, 214–215
maintaining, 220
maintenance plans, creating, 222
monitoring, 211–220
RBS (Remote BLOB Storage), 233–235
recovery models, 264
Reliability and Performance Monitor, 217
security logs, 367
site collections, moving between content databases, 230–231
TCP/IP, enabling, 64–65
TDE (Transparent Data Encryption), 416–424
transaction safety levels, 406
Windows firewall port exception, creating, 60–64
WMI (Windows Management Instrumentation), 211–213
SQL Server 2008 R2, components, 38
SSL (Secure Sockets Layer) Certificates, 18–19, 375
web traffic, threats, 343–344
SSPs (Shared Services Providers), 30
stages, Recycle Bin, 243–244
standards, metadata, setting, 643–648
state machine, workflows, 819
Status List template, 517
Stoplights, 864
storage
BLOG storage, externalizing, 231–239
limits, checking, 287
RBS (Remote BLOB Storage), 17
security options, 19
strategies, migration, 93–95
STSADM tool
administration, 143–145
restoring, 242
STSs (Security Token Services), 313
Suggested Content Browser Locations option (Designer), 605
Survey lists, 517
Survey template, 11
SVVP (Server Virtualization Validation Program), 290
synching content, Workspace, 530
synchronization, FIM (Forefront Identity Manager), 676
System Center Operations Manager (SCOM). see SCOM (System Center Operations Manager)
system requirements, SharePoint 2010, 55–57
system setting tasks, SPCA (SharePoint Central Administration) tool, 120–123
T
tags, document libraries, 468
Tags & Notes tool, document libraries, 496
tasks, maintenance, 287
Tasks lists, 517
Outlook, connecting to, 731–734
TCP/IP, SQL Configuration Manager, enabling in, 64–65
TDE (Transparent Data Encryption), 19, 416–424
certificates, creating, 420
databases, encrypting, 422
DEK, creating, 420
DMK (database master key), creating, 420
processes, monitoring, 422
team collaboration, 47–48
business needs, outlining, 47
deploying, 46–48
implementing, 47
Team Collaboration Lists, 612
Team Site template, 581
leveraging, 515–520
lists, 499
templates
Assets Web Database template, 581
Basic Meeting Workspace template, 581
Basic Search Center template, 581
Blank Meeting Workspace template, 581
Blank Site template, 581
Blog template, 581
Charitable Contributions Web template, 581
collaboration site collection templates, 569
Contacts Web Database template, 581
Decision Making Workspace template, 581
Document Center template, 581
document libraries, 465
Document Workspace template, 581
Enterprise Search Center template, 581
enterprise site collection templates, 569
Enterprise Wiki template, 581
FAST Search Center template, 581
Group Work Site template, 581
Issues Web Database template, 581
libraries, 11–517
lists, 11–517
meetings site collection templates, 569
Multipage Meeting Workspace template, 581
Page template, 581
Personalization Site template, 581
Projects Web Database template, 581
Publishing Page template, 581
publishing site collection templates, 569
Publishing Site with Workflow template, 581
Records Center template, 581
servers, security templates, 367–368
Social Meeting Workspace template, 581
Team Site template, 581
leveraging, 515–520
lists, 499
Visio Process Repository template, 581
Web Part Page template, 581
test farms, deploying, 32
testing
Excel access, 781
Office Web Apps, functionality, 778–788
OneNote access, 781–788
PowerPoint access, 781–786
site variations, 610–612
Three-State workflows, 796, 802–803
UPS battery, 285
workflows, 831
third-party migration tools, 95
Threat Management Gateway (TMG), 373
threats
web traffic, outlining, 342–344
Three-State Workflow feature, 612
Three-State workflows, testing, 796, 802–803
timer jobs, 277
modifying, 277–278
monitoring, 277
Title, Description, and Icon tool, 602
TMG (Threat Management Gateway), 373
tools
backup, 15–16
Central Administration, 15–16
monitoring, 15–16
topologies
extranets, 307–312
deployment topologies, 310–312
SQL mirroring, 406–409
Transaction log backups (SQL), 261
transaction safety levels, SQL Server, 406
Translation Management workflow, 803
Transparent Data Encryption (TDE), 19
transport security options, 18–19
transport-level security, deploying, 371–374
Tree View tool, 602
trending indicators, 864
troubleshooting
document libraries, Developer’s Dashboard, 665
libraries, Developer’s Dashboard, 665
lists, Developer’s Dashboard, 665
tunnels, VPNs (virtual private networks), 372–373
U
UAG (Unified Access Gateway), 373
UI objects, GUI objects, 150
unattached content databases, recovering data from, 252–257
Unified Access Gateway (UAG), 373
unified message servers, Exchange Server 2010, 391–397
uninstalling, FAST Search Server, 207–209
uninterruptable power supply (UPS) battery, testing, 285
unique values, columns, enforcing, 632
Unpublish tool, document libraries, 491–495
Update Personal Web Parts permission, 591
updating
documentation, 286
list items, 502–505
upgrade settings, SPCA (SharePoint Central Administration) tool, reviewing, 135–141
upgrades
database attach, 95
database attach upgrades, 103–107
in-place upgrades, 94–103
SharePoint 2010, 96–99
visual upgrades, 107–110
Upload Document tool, document libraries, 477–478
UPS battery, testing, 285
usage, site collections, monitoring, 160
Usage and Health Data Collection, 31–439
Use Self-Service Site Creation permission, 591
user access, My Site, restricting, 678–681
User and Permissions section (Site Settings page), 589–595
User Client Integration Features permission, 591
user contexts, Search, 207
user interfaces
FAST Search Server, customizing, 204–207
Search, customizing, 194–199
User Profile, 31–439
User Profile jobs, My Site, 684–686
User Profile service application
configuration, 675–678
creating, 673
user provisioning, automating, PowerShell, 178–179
User Remote Interfaces permission, 591
V
validating, backups, 286
validation settings, leveraging, 632
Validation Settings page, Document Library Settings page, 546
variables, PowerShell, 153
vendors
extranets, 307–309
sharing information, 46
verbs, cmdlets, 152–153
Version History tool, document libraries, 482–483
versioning, 483
document libraries, 465
enabling, 522
Document Library Settings page, 534–543
Video Graphics services, 31
View All Site Content page, document libraries, 469–471
View Application pages permission, 591
View Items permission, 591
View Pages permission, 591
View Properties tool, document libraries, 481–482
View Versions permission, 591
View Web Analytics Data permission, 591
views
Datasheet view, lists, 505
document libraries, 465
libraries, creating and managing, 526–530
lists, creating, 505–509
virtual machines (VMs), 289
virtualization
environments, 296–299
Hyper-V, 292–293
infrastructure requirements, 291–292
roles, 293–295
application roles, 294
database roles, 295–296
search roles, 294–295
web roles, 293–294
Server Virtualization Validation Program (SVVP), 290
software, licensing, 292–293
support, 289–290
VMs (virtual machines), managing, 300–305
viruses, protecting against, FPSP (Forefront Protection for SharePoint), 356–358
Visio Graphics, 439, 741, 758–763
Foundation and Server, 443
Visio Process Repository template, 581
vision documents, ecosystem, 697
applications, developing, 23
client object model, 821
development projects, planning, 815
downloading and installing, 834
enhancements, 820–821
integration, 831–834
LINQ, 821
REST (Representational State Transfer) APIs, 821
sandboxed solutions, 821
Visual Upgrade option (Designer), 605
visual upgrades, 107–110
Visual Web Parts
developing, 834–847
packaging, 847–850
VMM (Virtual Machine Manager), 300
console, 300–301
farm members, provisioning, 302–305
self-service portals, 300
tools, 300
VMs (virtual machines), managing, 300–305
VMs (virtual machines), 289
managing, VMM (Virtual Machine Manager), 300–305
VPNs (virtual private networks), tunnels, 372–373
security, 372
W
web access, protecting, Forefront Edge, 19
Web Application settings, Designer, verifying, 805–806
web applications
backing up, PowerShell, 257–258
creating, 321–323
creating automatically, PowerShell, 163
data, isolating, 362–363
presence information, enabling on, 399
scaling out, 90
Web Applications section (Application Management page), 116
web content management, websites, deploying, 13
Web Management Instrumentation (WMI), SQL Server, 211–213
Web Part Page template, 581
web parts, 459–461
BCS (Business Connectivity Services), 898–904
Business Data Item web part, 898–901
Business Data Related List web part, 898–902
Query String Filter web part, 902–904
web role servers, hardware requirements, 37
web roles, virtualization, 293–294
Web Server Role, 29
web traffic, inherent threats, outlining, 342–344
websites, deploying, comprehensive web content management, 13
weekly maintenance, performing, 283–285
Welcome Page, 602
Wiki Page Home Page, 612
wiki page libraries, 517
Windows Authentication mode, SQL Server, 366
Windows Server 2008 R2
configuring, 37–38
installing, 57
wireframes, site collections, designing, 571
wizards, Configuration, 68–72, 100–103, 141–142
Word 2010, Backstage, 717–719
Foundation and Server, 443
Word documents
coauthoring, 720–726
document libraries, saving to, 713–719
metadata, 624–628
Word Viewing service, 31
Central Administration settings, 775–776
workflow-based applications, creating, Designer, 823–831
alerts, 792–793
Approval workflows, 803
associate workflows, 820
business environments, 791–793
Central Administration tool, settings, 793–794
Collect Feedback workflows, 803
Collect Signatures workflows, 803–805
creating, 22–23
Disposition Approval workflow, 803
document libraries, 468, 489–491
exportable workflows, 820
reusable workflows, 820
creating, 807
Site Settings page, 794–796
site workflows, 820
state machine, 819
testing, 831
Three-State workflows, testing, 796–803
Translation Management workflow, 803
Workspace
content, synching, 530
Outlook, creating, 735–738
SharePoint 2010, 726–731
Workspace Browser, Dashboard Designer, 859
writing to external content types, 895–898