Table of Contents

Introduction

Part I Planning for and Deploying SharePoint Server 2013

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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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