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Part I: Planning for and Deploying SharePoint Server 2013
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Part I: Planning for and Deploying SharePoint Server 2013
by Colin Spence, Michael Noel
SharePoint® 2013 Unleashed
About This eBook
Title Page
Copyright Page
Contents at a Glance
Table of Contents
About the Authors
Dedications
Acknowledgments
We Want to Hear from You!
Reader Services
Introduction
How This Book Is Organized
Part I: Planning for and Deploying SharePoint Server 2013
Chapter 1. Introducing SharePoint 2013
Understanding the Capabilities of SharePoint 2013
Using SharePoint for Collaboration and Document Management
Outlining Improvements in SharePoint 2013
Securing SharePoint 2013 with New Security Enhancements
Leveraging Metadata and Content Types
Social Networking Tool Advances
Working with Office Web Apps
Creating Powerful and Flexible Workflows
Developing Applications Using Visual Studio
Leveraging Business Intelligence Tools in SharePoint 2013
Governing the SharePoint Environment
Summary
Best Practices
Chapter 2. Architecting a SharePoint 2013 Deployment
Understanding the SharePoint Server Roles
Understanding the Reasons for Deploying Multiple Farms
Choosing the Right Hardware for SharePoint
Determining Optimal Operating System Configuration
Planning for Database and Additional Software
Examining Real-World SharePoint 2013 Deployments
Addressing Common Business Issues with SharePoint Features
Deploying a Team Collaboration Solution with SharePoint
Deploying a Corporate Intranet Solution with SharePoint
Deploying a Customer Extranet Solution with SharePoint
Summary
Best Practices
Chapter 3. Installing a Simple SharePoint Server 2013 Farm
Examining SharePoint Installation Prerequisites
Installing the SharePoint Server Operating System
Installing SQL Server 2012
Installing Microsoft SharePoint Server 2013
Summary
Best Practices
Chapter 4. Advanced SharePoint 2013 Installation and Scalability
Creating an Installation Checklist
Installing SharePoint 2013 Using PowerShell
Understanding Scalability for SharePoint
Scaling Logical SharePoint Components
Summary
Best Practices
Chapter 5. Migrating from SharePoint 2010 to SharePoint 2013
Understanding Key Differences in the SharePoint 2013 Upgrade Process
Content Considerations
Planning for an Upgrade to SharePoint 2013
Performing a Database-Attach Upgrade
Performing a Site Collection Upgrade
Performing a Service Application Upgrade
SharePoint 2010 (14) Mode and 2013 (15) Mode
Summary
Best Practices
Part II: Administering and Maintaining SharePoint Server 2013
Chapter 6. Managing and Administering SharePoint 2013 Infrastructure
Operations Management with the SharePoint Central Administration Tool
Administering Site Collections and Sites
Using Additional Administration Tools for SharePoint
Summary
Best Practices
Chapter 7. Leveraging PowerShell for Command-Line SharePoint Administration and Automation
Understanding Windows PowerShell
SharePoint Administration with PowerShell
Using Scripts to Automate SharePoint Administration
Understanding Advanced PowerShell Topics
Beyond Built-In SharePoint PowerShell Cmdlets
Tools for PowerAdmins
Summary
Best Practices
Chapter 8. Leveraging and Optimizing Search in SharePoint 2013
Outlining the Capabilities of SharePoint 2013 Search
SharePoint 2013 Search Architecture
Deploying a Native SharePoint 2013 Search Service Application
Capturing Content
Summary
Best Practices
Chapter 9. Managing and Maintaining SQL Server in a SharePoint Environment
Monitoring SQL Server in a SharePoint Environment
Maintaining SQL Server in a SharePoint Environment
Managing SharePoint Content Databases
Externalizing BLOB Storage in SharePoint 2013
Summary
Best Practices
Chapter 10. Backing Up and Restoring a SharePoint Environment
Backing Up and Recovering SharePoint Components
Using the Recycle Bin for Recovery
Using SharePoint Central Administration for Backup and Restore
Performing Granular Backup Using the SharePoint Central Administration
Restoring SharePoint Using SharePoint Central Administration
Using SharePoint 2013 Management PowerShell for Backup and Restore
Backing Up Internet Information Services v7 Configuration
SQL Backup Tools
Summary
Best Practices
Chapter 11. Monitoring a SharePoint 2013 Environment
Using the SharePoint Health Analyzer
Using SharePoint Native Reporting Capabilities
Understanding Timer Jobs for SharePoint 2013
Using System Center Operations Manager to Simplify Management of SharePoint 2013
Establishing Maintenance Schedules for SharePoint
Summary
Best Practices
Part III: Securing, Protecting, and Optimizing SharePoint Architecture
Chapter 12. Virtualizing SharePoint Components
Microsoft’s Virtualization Support Story
Virtualization Infrastructure Requirements and Recommendations
Software Recommendations and Licensing Notes
Virtualization of SharePoint Roles
Exploring Sample Virtualized SharePoint 2013 Architecture
Virtual Machine Management with System Center Virtual Machine Manager
Summary
Best Practices
Chapter 13. Deploying SharePoint for Extranets and Alternative Authentication Scenarios
Outlining Common Extranet Scenarios and Topologies
Configuring Google as an Identity Provider in Azure Access Control Services
Enabling Facebook Authentication to Azure Control Services
Summary
Best Practices
Chapter 14. Protecting SharePoint with Advanced Edge Security Solutions
Understanding the Forefront Edge Line of Products
Outlining the Need for the Forefront Edge Line for SharePoint Environments
Outlining the Inherent Threat in SharePoint Web Traffic
Securing SharePoint Sites with Forefront TMG 2010
Securing SharePoint Sites Using Forefront UAG
Summary
Best Practices
Chapter 15. Implementing and Validating SharePoint Security
Understanding SharePoint Infrastructure Security
Identifying Isolation Approaches to SharePoint Security
Physically Securing SharePoint Servers
Securing SharePoint’s SQL Server Installation
Utilizing Security Templates to Secure a SharePoint Server
Deploying Transport-Level Security for SharePoint
Examining Integration Points between SharePoint and Public Key Infrastructure
Using IPsec for Internal SharePoint Encryption
Summary
Best Practices
Chapter 16. Configuring Email-Enabled Content, Site Mailboxes, and Exchange Server Integration
Enabling Incoming Email Functionality in SharePoint
Working with Email-Enabled Content in SharePoint 2013
Enabling Site Mailbox Functionality in SharePoint 2013
Enabling Presence Information in SharePoint with Lync Server 2013
Summary
Best Practices
Chapter 17. Safeguarding Confidential Data in SharePoint 2013
Understanding the Problem
Using SQL Transparent Data Encryption (TDE)
Enabling TDE for SharePoint Content Databases
Using AD RMS for SharePoint Document Libraries
Summary
Best Practices
Part IV: Using SharePoint 2013 Technologies for Collaboration and Document Management
Chapter 18. SharePoint Foundation Versus SharePoint Server 2013
Clarifying the Different SharePoint Products from a High Level
Feature Comparison Between SharePoint Foundation 2013 and SharePoint Server 2013 for Farm Administrators
Summary
Best Practices
Chapter 19. Using Libraries and Lists in SharePoint 2013
Empowering Users Through SharePoint 2010 Libraries
Working with the Other Standard Tools in a Document Library
Empowering Users Through SharePoint 2010 Lists
Summary
Best Practices
Chapter 20. Customizing and Managing Libraries and Lists to Meet Business Requirements
Planning the List and Library Ecosystem
Creating Lists and Libraries
Mastering the Library Tab on the Ribbon
Document Library Settings Tools Reviewed
Permissions and Management Tools for Lists and Libraries
Document Sets Compared to Folders as Organizational Tools in Document Libraries
Content Organizer as a Document Routing Tool
Summary
Best Practices
Chapter 21. Designing and Managing Pages and Sites for Knowledge Workers
Understanding Site Collection Options
Creating a Site Collection
Reviewing the Scope of an Existing Site Collection
Controlling Who Can Create Sites
Creating Pages and Sites
Reviewing the Users and Permissions Tools
Reviewing the Galleries Tools
Reviewing the Site Administration Tools
Understanding the Search Tools
Reviewing the Look and Feel Tools
Reviewing the Site Actions Tools
An Overview of Site Collection Administration Tools
Reviewing Site Features and Site Collection Features
Summary
Best Practices
Chapter 22. Managing Metadata and Content Types in SharePoint 2013
Effectively Using Metadata in Lists and Libraries
Working with Metadata in a Word Document and Document Libraries
Reviewing the Column Choices in SharePoint 2013
Differences in Multiple Lines of Text Columns in Libraries and Lists
Working with Lookup Columns in Document Libraries
Setting Metadata Standards with Default Values
Site Columns Practical Applications
Content Types Practical Applications
Creating and Using Managed Metadata
Content Type Syndication Hubs
Metadata as a Navigation Aid
Summary
Best Practices
Chapter 23. Leveraging Social Networking Tools in SharePoint 2013
Creating and Exploring Personal Sites
Restricting User Access to and Creation of My Site Sites
Community Sites Explored
Summary
Best Practices
Chapter 24. Governing the SharePoint 2013 Ecosystem
The Importance of Governance
Creating the Governance Plan
Governing the Farm
Governing Site Collections and Sites
Records Management in SharePoint
The Governance Cycle
Summary
Best Practices
Part V: Leveraging Office Applications with SharePoint
Chapter 25. Using Word, Excel, PowerPoint with SharePoint 2013
Support for Earlier Versions of Office with SharePoint 2013
Using Word 2013 with SharePoint 2013
Working with Document Versions in Word 2013
Creating Shortcuts to SharePoint 2013
Coauthoring Word 2013 Documents Stored in SharePoint 2013
Using Microsoft SkyDrive Pro with SharePoint 2013
Connecting SharePoint 2013 Content to Outlook 2013
Summary
Best Practices
Chapter 26. Extending SharePoint 2013 with Excel Services, Visio Graphics Services, and Access Services
Working with Excel Data in SharePoint 2013
Getting to Know the Excel Services Service Application
Publishing to Excel Services
Visio Graphics Service Overview
Access Services Overview
Summary
Best Practices
Chapter 27. Office Web Apps 2013 Integration with SharePoint 2013
Planning for Office Web Apps 2013 Use
Installing and Configuring Office Web Apps 2013
Testing OWA 2013 Functionality
Summary
Best Practices
Chapter 28. Out-of-the-Box Workflows and Designer 2013 Workflows
Defining Workflows in the Business Environment
Reviewing the Workflow-Related Settings in Central Administration and Site Settings
Testing the Three-State Workflow
An Overview of Other Standard Workflows
Verifying the Web Application Settings for SharePoint Designer 2013 Use
Downloading and Installing SharePoint Designer 2013
Creating a Reusable Workflow from SharePoint Designer 2013
Summary
Best Practices
Part VI: Extending the SharePoint Environment
Chapter 29. Application Development with SharePoint Designer 2013 and Visual Studio 2012
Deciding If Development Is Required to Meet Business Needs
Evolution in the SharePoint Platform for Developers
Considering SharePoint Designer 2013 for Development
Creating a Workflow-Based Application in SharePoint Designer 2013
Using Visual Studio 2012 with SharePoint 2013
Developing a SharePoint 2013 App
Summary
Best Practices
Chapter 30. Business Intelligence in SharePoint 2013 with PerformancePoint Services
PerformancePoint Services Overview
What’s New in PerformancePoint 2013
Getting Started with a PerformancePoint Service Application
Summary
Best Practices
Chapter 31. Business Intelligence in SharePoint 2013 with Business Connectivity Services
A Brief Introduction to BCS Development
Consuming External Content Types
Writing to External Content Types
Business Connectivity Services Web Parts
Summary
Best Practices
Index
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Introduction
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Chapter 1. Introducing SharePoint 2013
Part I: Planning for and Deploying SharePoint Server 2013
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