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Pro SharePoint 2010 Administration

„ „ „

Robert Garrett

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ELECTRONICORMECHANICALINCLUDINGPHOTOCOPYINGRECORDINGORBYANYINFORMATIONSTORAGEORRETRIEVAL SYSTEMWITHOUTTHEPRIORWRITTENPERMISSIONOFTHECOPYRIGHTOWNERANDTHEPUBLISHER

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„ Foreword... xiv

„ About the Author... xv

„ About the Technical Reviewer ... xvi

„ Acknowledgments ... xvii

„ Introduction ... xviii

„ Chapter 1: SharePoint 2010 Overview ...1

„ Chapter 2: Installing and Configuring SharePoint 2010 ...45

„ Chapter 3: Security and Policy ...101

„ Chapter 4: People and Profiles ...135

„ Chapter 5: Social Networking ...167

„ Chapter 6: Site Content and Metadata ...193

„ Chapter 7: Documents and Records Management...229

„ Chapter 8: Business Intelligence ...273

„ Chapter 9: Microsoft Office Integration ...311

„ Chapter 10: Health, Monitoring, and Disaster Recovery...349

„ Index ...385

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V

„ Foreword ... xiv

„ About the Author... xv

„ About the Technical Reviewer ... xvi

„ Acknowledgments ... xvii

„ Introduction ... xviii

„ Chapter 1: SharePoint 2010 Overview ...1

What Is SharePoint? ...1

SharePoint Foundation versus SharePoint Server... 2

Sites... 3

Communities... 3

Composites... 3

Insights ... 4

Content ... 5

Search ... 6

SharePoint 2010 System Requirements ... 6

Overview of New Functionality and Changes ...6

The Central Administration Web Site... 7

User Interface Changes ... 8

Microsoft Office Web Applications... 10

My Sites, User Profiles, and Social Media ... 11

Wiki Pages ... 13

Enterprise Content Management... 13

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Goodbye, Shared Services Provider ... 16

SharePoint Basics...17

Creating a new Web Application and Site Collection... 17

The Site Actions Menu... 20

The Ribbon... 22

Lists ... 23

List Views ... 29

Document Libraries ... 32

Pages... 34

Web Parts ... 40

Summary ...43

„ Chapter 2: Installing and Configuring SharePoint 2010 ...45

Infrastructure Requirements...45

SharePoint 2010 Prerequisites ...46

Choosing the Installation Type...48

Stand-Alone Installation ... 49

Server Farm Installation ... 50

SharePoint Products Configuration Wizard...53

Managed Accounts ...54

Continuing with the Configuration Wizard ...56

ADACM (SharePoint Foundation Only) ... 58

Configuring Your SharePoint Farm ...59

Upgrading from Microsoft Office SharePoint 2007 (MOSS) ...63

In-Place or Database Attach Upgrade... 63

Considerations Before Performing an Upgrade ... 64

The Pre-Upgrade Check... 65

Performing an In-Place Upgrade ... 67

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VII

Performing a Database Attach Upgrade ... 68

What is the Hybrid Upgrade Approach?... 76

Using Alternate Access Mappings to Avoid Downtime ... 77

Visual Upgrade...78

Switching from Legacy to SharePoint 2010 Branding... 79

Visual Upgrade PowerShell Commands... 81

Welcome to the Central Administration Web Site...81

Application Management... 82

System Settings... 90

Monitoring ... 92

Backup and Restore ... 93

Security ... 94

Upgrade and Migration ... 94

General Application Settings ... 95

Configuration Wizards ... 99

Summary ...99

„ Chapter 3: Security and Policy ...101

Security Administration ...101

SharePoint Administrators... 102

Permissions and Permission Levels ...104

Creating Custom Permission Levels ... 107

SharePoint Users ...109

SharePoint Security Groups...110

Adding Users to a Group... 112

Removing Users from a Group... 113

Group Settings and Permissions ... 113

Creating a New Group (and Assigning Permissions) ... 115

Deleting a Group ... 116

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Assigning New Visitor, Member, and Owner Groups at Site Creation ... 116

Best Practices... 119

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 ...126

Claims-Based Authentication ...128

Configuring CBA in SharePoint 2010 ... 129

CBA and PowerShell ... 133

Summary ...134

„ Chapter 4: People and Profiles ...135

A User’s Profile ...135

The User Profile Infrastructure ...136

The User Profile Service Application ... 137

The User Profile Service ... 137

The User Profile Synchronization Service... 138

The Forefront Identity Manager ... 138

Configuring User Profile Synchronization ...138

Establishing Managed Accounts... 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

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IX

User Profiles in SharePoint 2010 ...150

User Profile Properties and Sub-Types... 150

Organization Profiles ... 158

Audiences ... 159

People Search...161

SharePoint Search—A Primer ... 161

People Search in Action... 164

Summary ...165

„ Chapter 5: Social Networking ...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...183

A Brief Segue on Taxonomy and Folksonomy ... 183

Tagging in SharePoint 2010 ... 183

Ratings...186

Rating Control and Publishing Pages... 188

Blogs...188

Wikis ...190

Outlook 2010 Integration ...191

Summary ...192

„ Chapter 6: Site Content and Metadata ...193

The SharePoint 2010 Content Type Model...193

What Are Content Types and Site Columns? ... 193

New Content Type Model Functionality ... 194

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SharePoint Metadata Types...195

Site Columns ... 195

Content Types... 198

Metadata in Lists ... 203

Metadata in Publishing ... 205

The Managed Metadata Service ...207

Initial Setup ... 207

Associating with a Web Application ... 210

Taxonomy—Managed Metadata ... 211

Managed Metadata in SharePoint Sites...216

Tagging User Interface ... 219

Navigation... 221

Tagging in Office Applications ... 223

Content Type Hubs...223

Publishing, Unpublishing, and Republishing ... 224

The Error Log ... 227

Summary ...228

„ Chapter 7: Documents and Records Management...229

What Is a Document Management System?...229

Document Management in SharePoint 2010 ...230

Overview of SharePoint 2010 DMS Features... 232

Document Content Types and Document Sets ... 234

Document Workflows ... 245

Document Tracking ... 247

Document Conversion ... 250

Document Workspaces... 251

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XI

Records Management in SharePoint 2010 ...254

Setting Up the Content Organizer ... 255

Setting up the Records Center... 257

Hold and e-Discovery ... 259

Records Retention ... 260

In-Place Records Management ... 262

Auditing ... 264

Web Content Management ...264

Publishing Sites ... 264

Content Deployment ... 265

Summary ...272

„ Chapter 8: Business Intelligence ...273

Business Intelligence Features in SharePoint 2010 ...273

PerformancePoint Services ...274

Secure Store Installation and Configuration ... 275

PPS Installation and Configuration ... 276

Configure PerformancePoint Services to Use the Secure Store Service ... 277

Creating a New BI Center ... 279

Installing the Dashboard Designer ... 280

Creating a Simple BI Dashboard... 281

User Permissions in PPS ... 288

Deploying to Production ... 288

Importing PerformancePoint Server 2007 Content... 289

Business Connectivity Services ...291

BCS Service Installation ... 293

Creating an External Content Type ... 294

Creating an External List ... 298

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Visio Services ...299

Creating Visio Drawings from Task and Issues Lists... 301

Utilizing the Visio Web Part... 304

Excel Services...305

Creating a Simple Dashboard in Excel Services... 305

Summary ...309

„ Chapter 9: Microsoft Office Integration ...311

Office 2010 and an Overview of Office 2010 Integration ...311

The Backstage Area... 312

Live Co-Authoring ... 315

Document Information Panel ... 316

Integrating SharePoint 2010 with the Office Applications ...318

Microsoft Word ... 319

Microsoft Excel ... 323

Microsoft PowerPoint ... 325

Microsoft OneNote... 329

Microsoft Access ... 330

Microsoft InfoPath ... 333

Microsoft Visio ... 339

Microsoft Outlook ... 339

SharePoint Workspace—the New Groove ...340

Office Web Applications...342

Installing Office Web Apps on an Existing Stand-Alone SharePoint 2010 Server... 343

Installing Office Web Apps on a New Stand-alone SharePoint 2010 Server ... 344

Installing Office Web Apps into an Existing SharePoint 2010 Server Farm ... 345

Installing Office Web Apps into a New SharePoint 2010 Server Farm ... 347

Summary ...348

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XIII

„ Chapter 10: Health, Monitoring, and Disaster Recovery...349

Planning for Disaster Recovery...349

Load-Balanced Service... 350

SQL Server Failover Clustering ... 350

SQL Server Database Mirroring ... 351

Maintaining Content Integrity ...352

The Recycle Bin ... 352

Versioning... 356

Backup and Restore...357

Site Collection Backups ... 357

Export and Import ... 359

Unattached Content Database Data Recovery ... 362

Farm Backup and Restore ... 365

Health and Monitoring ...371

Logging... 372

Correlation IDs ... 374

The Logging Database ... 374

The Health Analyzer... 377

Timer Jobs... 380

The Developer Dashboard ... 382

Summary ...383

„ Index ...385

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Foreword

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2OBERT'ARRETT

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XV

About the Author

  Robert Garrett HASWORKEDINTHEFIELDOF3HARE0OINTSINCEPRIORTO-ICROSOFT /FFICE3HARE0OINT3ERVER2OBGRADUATEDFROMA,ONDONUNIVERSITYWITHA

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About the Technical Reviewer

  Daniel Cohen-DumaniISFOUNDERAND#%/OF0ORTAL3OLUTIONSASUCCESSFUL PRACTICEFOCUSINGON-ICROSOFT3HARE0OINTSOLUTIONS$ANIELHASMORETHANYEARS EXPERIENCEINTHECOMPUTERSCIENCEFIELD0RIORTOFOUNDING0ORTAL3OLUTIONS-R

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XVII

Acknowledgments

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Introduction

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A word about the Target Audience

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„„„

SharePoint 2010 Overview

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What Is SharePoint?

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http://sharepoint.microsoft.com

Microsoft SharePoint 2010 makes it easier for people to work together. Using SharePoint 2010, your people can set up Web sites to share information with others, manage documents from start to finish, and publish reports to help everyone make better decisions

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Figure 1-1. Major capability areas of the SharePoint 2010 platform

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3ITES

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)NTRANET%XTRANETWEBSITEANDSOON

!SITECOLLECTIONEXISTSASTHEMAINCONTENTCONTAINERFORRELATEDSITESINAHIERARCHY3ITECOLLECTIONS OCCUPYASINGLECONTENTDATABASEINTHE3HARE0OINTFARMANDANYCONTENTDATABASEMAYHOSTMULTIPLE SITECOLLECTIONS3ITECOLLECTIONSTYPICALLYHOUSEEXPLICITSECURITYPERMISSIONSATTHEHIGHESTLEVELWHICH THENTRICKLEDOWNTOTHESITESTHROUGHINHERITANCE)SHALLSAYMOREABOUT3HARE0OINT3ECURITYINALATER CHAPTER)N3HARE0OINTTHESITECOLLECTIONWASTHEHIGHESTLEVELCONTAINERATWHICHCONTENTOWNERS COULDDEFINEMETADATACONTENTTYPES"YDEFAULTTHESAMEHOLDSTRUEFOR3HARE0OINTALTHOUGH 3HARE0OINTNOWPERMITSSHARINGOFCONTENTTYPESVIAADESIGNATEDCONTENTTYPEhHUBvCOVEREDLATER INTHISBOOK

#OMMUNITIES

#OMMUNITIESAREALLABOUTTHEhPEOPLEvASPECTSOF3HARE0OINTANDTHENEWVERSIONHASPLENTYOFNEW FEATURESTHATENGAGEENDUSERSANDIMMERSETHEMINANEXPERIENCETHATPROMOTESOWNERSHIPINTHE PLATFORM

-/33PROVIDED-Y3ITETECHNOLOGYSOUSERSOFAN)NTRANET%XTRANETCOULDHAVETHEIROWNLITTLE ISLANDOFCONTENTTOSHAREANDDISSEMINATETHROUGHOUTTHEORGANIZATIONS3OMECOMPANIESEMBRACED THISTECHNOLOGYANDLETTHEIRSTAFFMEMBERSCREATESOMEINTERESTINGINFORMATIONPERSONALSITESWHILE OTHERCOMPANIESDISABLEDTHEFEATUREFORFEAROFLOSSOFCONTROLOVERTHETYPEOFINFORMATIONSTAFF MEMBERSMIGHTSHARE)NTHEDAYOF4WITTERAND&ACEBOOKANDAGROWINGPUBLICINFRASTRUCTURETHATIS THESOCIALNETWORK-ICROSOFTHASEMBRACEDINFORMATIONSHARINGINTHESOCIALSPACEANDADDEDFEATURES TO-Y3ITESTOPROMOTEFURTHERCONTENTSHARINGANDCOLLABORATION

)N3HARE0OINTTHE-Y0ROFILEAND-Y3ITETECHNOLOGYNOWINCLUDESSTATUSUPDATESANDALOGOF USEREVENTS5SERSMAYhLIKEvANDhTAGvCONTENTANDHAVETHISINFORMATIONSHOWUPALONGSIDETHEIR PROFILESIMILARTOTHEWAY&ACEBOOKWORKS3HARE0OINTINCLUDESADEDICATED-ETADATA4AXONOMY 3ERVICETOHANDLEHIERARCHICALTAGGINGTAXONOMY ANDUSERCREATEDTAGGINGhFOLKSONOMYv )COVER TAXONOMYANDFOLKSONOMYIN#HAPTERASPARTOFSOCIALNETWORKING

3HARE0OINTBOASTSENHANCEMENTSTOTHEBLOGSANDWIKISITEDEFINITIONSANDNOWBOTHFEATURES INCLUDE2ECORDS-ANAGEMENTTECHNOLOGYINPAGELIBRARIESˆSOMETHINGTHATIN-/33REQUIREDA RECORDSREPOSITORYSITE4HISMEANSTHATSITEOWNERSOFBLOGSANDWIKISMAYNOWIMPOSEPOLICYONTHEIR CONTENT

#OMPOSITES

Composites AREWHAT-ICROSOFTREFERSTOASTHEBUILDINGBLOCKSFORCONNECTEDANDCOLLABORATIVEBUSINESS SOLUTIONS4HEIDEAISFOR3HARE0OINTTOALLOWSITEOWNERSANDUSERSTOCREATECONTENTBASEDONREALTIME DATAFROMVARIOUSSOURCES#OMPOSITEFUNCTIONALITYALLOWSCONTENTEDITINGVIASTANDARDUSERINTERFACES SIMILARTO-ICROSOFT/FFICE#OMPOSITESBRINGSTHE3HARE0OINTPLATFORMCLOSERTOITSTRUECALLINGAS AN/FFICE3UITE0RODUCTWITHFEATURESSUCHAS!CCESSAND%XCEL3ERVICES"USINESS#ONNECTIVITY3ERVICES 3HARE0OINT$ESIGNERANDTHENEW2IBBONUSERINTERFACE

)AMSUREALLADMINISTRATORSGROANATTHEMEREMENTIONOF!CCESSDATABASES)KNOW)DO BUTTHE SIMPLEFACTISTHAT!CCESSPROVIDESCONVENIENCEANDPORTABILITYWITHDATABASEFILESANDALTHOUGHITISNOT

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ASSECUREORROBUSTAS31,3ERVER!CCESSDOESALLOWENDUSERSTOQUICKLYEVOLVEARELATIONALDATABASETO SHAREDATAWITHPEERS!CCESS3ERVICESENABLESUSERSTOHOST!CCESSDATABASEFILESIN3HARE0OINTTOAVOID THEPROBLEMOFMULTIPLEFILECOPIESANDUSERLOCKSONSHAREDDATABASEFILES

%XCEL3ERVICESAREASPOWERFULASTHEPREVIOUSVERSIONIN-/33ANDALLOWENDUSERSTOHOST

%XCELWORKBOOKSANDSHEETSIN3HARE0OINTFORDISPLAYWITHOUTREQUIRINGENDUSERSTOHAVE-ICROSOFT

%XCELINSTALLEDONCLIENTMACHINES)NARELATEDVEINˆ)NFO0ATH3ERVICESALSOPRESENTINTHE-/33 PROVIDEHOSTINGANDRENDERINGCAPABILITIESFORCUSTOM)NFO0ATHFORMS5NLIKETHEPREVIOUSVERSIONOF )NFO0ATH3ERVICES-ICROSOFTHASBAKED)NFO0ATH3ERVICESINTOTHEPLATFORMSOCUSTOMLISTFORMSFORMS WITHDIFFERENTSTYLINGORCONDITIONALFORMATTING LEVERAGETHEPOWEROF)NFO0ATHUNDERTHESURFACE

#USTOMFORMSINTEGRATEWELLINTOEXISTING3HARE0OINTPAGESINSTEADOFOPENINGANEWWINDOWAND SHOWINGANUGLY)NFO0ATH3ERVICES5)TOHOSTTHEFORMASIN-/33

"USINESS#ONNECTIVITY3ERVICES"#3 REPLACETHE"USINESS$ATA#ATALOGSERVICEFROM-/33 AND"#3PROVIDESSITEOWNERSANDUSERSREALINTEGRATIONOFEXTERNALLINEOFBUSINESSDATA"$#REQUIRED THEUSEOFCOMPLICATEDCONNECTIONFILESANDEVENTHENUSERSCOULDONLYDISPLAY"$#DATAVIADEDICATED

"$#WEBPARTS"#3INCLUDESTHECONCEPTOFexternal content typesSOSITEOWNERSMAYRENDEREXTERNAL DATAASIFTHEYWERELIKEANYOTHER3HARE0OINTLISTANDUSERSMAYALSOUPDATEANDDELETEDATAFROM"#3 LISTSASTHEYWOULDANYOTHER3HARE0OINTLIST&URTHERMOREDEVELOPERSCANTARGETLISTSOFEXTERNALDATAVIA THE!0)WITHOUTEVERGIVINGTHELISTSPECIALTREATMENT

-/33INTRODUCED3HARE0OINT$ESIGNERˆATOOLFORDEVELOPERSANDDESIGNERSTOEDIT3HARE0OINTSITE COLLECTIONCONTENTWITHINA3MART#LIENTENVIRONMENT3HARE0OINT$ESIGNERGOESFURTHERTHANITS PREDECESSORINTHATTHETOOLINTEGRATESMOREINTOTHEPLATFORM5SERSOF30$EXPERIENCEAMORE CONTEXTORIENTEDTOOLANDCANACCESSALLRELEVANTINFORMATIONABOUTASITECOLLECTIONFROMASINGLEPAGE 30$ALSOEMBRACESTHE2IBBONNOWCOMMONTOALLNEW-ICROSOFT/FFICEPRODUCTS

4HEWEBUSERINTERFACEIN3HARE0OINTNOWPROVIDESUSERSWITHTHE2IBBON&IGURESHOWSAN EXAMPLEOFTHE2IBBONINACTION4HE2IBBONSIMILARTOTHEWAYITOPERATESINALL-ICROSOFT/FFICE APPLICATIONSPROVIDESTHEUSERWITHOPERATIONSVIAEYEAPPEALINGICONSTHATARERELEVANTTOTHECURRENT CONTEXT&OREXAMPLEIFTHEUSERISEDITINGLISTITEMSWITHINA3HARE0OINTLISTTHENTHE2IBBONSHOWS ICONSFORCOMMANDSRELATINGTOLISTANDLISTITEMOPERATIONS

Figure 1-2. The Ribbon

)NSIGHTS

InsightsAREABOUTPROVIDINGBUSINESSINTELLIGENCEIN3HARE0OINTWHICHINCLUDESTHEABILITYTOWORK WITH/FFICEDATAWITHOUTTHENEEDFORFAT/FFICECLIENTSINSTALLED6ISIO3ERVICESISAGOODEXAMPLEOFWHAT )NSIGHTSHASTOOFFER.OWSITEOWNERSCANHOST6ISIODIAGRAMSINTHEIRSITETOAPPEARINTHEWEBPAGEAND USERSBROWSER&URTHERMOREWORKSPACETIESINTO6ISIO3ERVICESSOTHATCREATORSOFCUSTOMWORKFLOWS MAYLEVERAGE6ISIOTODEFINETHEIRWORKFLOWGRAPHICALLY

4HEWHOLE"USINESS)NTELLIGENCE") PLATFORMIN3HARE0OINTUNDERWENTENHANCEMENT&OR EXAMPLE0ERFORMANCE0OINT3ERVERISNOWBUILTINTOTHE3HARE0OINT3ERVERPLATFORM0ERFORMANCE 0OINTUSEDTOEXISTASASEPARATESERVERAPPLICATION 5SERSMAYLEVERAGE0ERFORMANCE0OINT3ERVICESTO BUILDRICHDASHBOARDSRENDERINGREALTIMEDATACORRELATEDFROM/,!0CUBESLINEOFBUSINESSDATA SOURCES3HARE0OINTLISTS"#3"USINESS#ONNECTIVITY3ERVICES ANDSOON7ITHTHE0ERFORMANCE0OINT CLIENTSITEDESIGNERSMAYGENERATETHESEREPORTSANDDASHBOARDSANDSEAMLESSLYPUBLISHTHEMTO 3HARE0OINTWHEREENDUSERSMAYSEEKIMMEDIATEBENEFIT$ATAEXPERTSMAYPUBLISHINTERACTIVE REPORTSWHICHALLOWUSERSTODRILLDOWNTODATAWITHFILTERINGALLWITHTHEPOWEROF0ERFORMANCE0OINT

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3ERVICES/RGANIZATIONSTHATDECIDENOTTOUSE003CANSTILLBENEFITFROMRUDIMENTARYCHARTWEBPARTSAND +0)LISTSTOSHOWREALTIMEDATAFROM"#3AND3HARE0OINTLISTSOURCES

#ONTENT

4HEcontentWEDGECOVERSWHAT-/33CALLED%NTERPRISE#ONTENT-ANAGEMENT%#-AIMSTODRIVEUSER ADOPTIONTHROUGHCONTENTTRANSPARENCYANDINCREASEDCONTENTVALUEPROVIDERECORDSMANAGEMENT POLICYFORCONTENTANDREDUCEORGANIZATIONALCOSTSBYDECREASINGSTORAGEREQUIREMENTSFORCONTENT3O WHATDOESTHISMEAN

2ECORDSMANAGEMENTˆPOLICYAUDITINGRETENTIONANDSOONˆISNOWWOVENINTOALLDOCUMENT LIBRARIESINTHE3HARE0OINTPLATFORM-/33INTRODUCEDBASICRECORDSMANAGEMENTASA FEATUREENABLEDINTHERECORDSCENTERSITEDEFINITION2ECORDSMANAGEMENTANDPOLICYAREPERTINENTTO ALLCONTENTIN3HARE0OINTSO-ICROSOFTHASENSUREDAVAILABILITY$EFINITIONOFPOLICYISNOTJUSTLIMITEDTO THE3HARE0OINTCONTEXTˆ/FFICEDOCUMENTSTHATFLOWINANDOUTOF3HARE0OINTRETAINPOLICYCOMPLIANCE SOTHATEVENIFUSERSPASSADOCUMENTAROUNDVIAEMAILOUTSIDE3HARE0OINTTHEORIGINALPOLICYINTENDED BYTHEDOCUMENTCREATORREMAINSPRESERVED

$ECREASINGSTORAGECOSTSANDREDUCINGCONTENTCLUTTERWASALWAYSADIFFICULTPROCESS5SING 3HARE0OINT%#-ANDMULTISTAGERETENTIONPOLICIESSEE&IGURE ADMINISTRATORSMAYNOW DECIDEHOWMUCHCONTENTREMAINSONLINEANDWHATCONTENTMEETSPOLICYFORARCHIVAL

Figure 1-3. Policy options

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3EARCH

SearchHASALWAYSEXISTEDASACORNERSTONEOF3HARE0OINT"EGINNINGIN-/333EARCHCAMEINTOITS OWNBYPROVIDINGFEDERATIONOFTHIRDPARTYCONTENTASWELLASINDEXINGOFINTERNAL3HARE0OINTDATATO ALLOWUSERSTOFINDINFORMATIONRAPIDLY

3EARCHISNOMIRACLEWORKERANDITRELIESONTHEDILIGENCEOFCONTENTOWNERSTOCLASSIFYCONTENT CORRECTLYˆUSINGCONTENTTYPESCONTEXTANDSOONTOASSISTTHESEARCHCRAWLERANDQUERYENGINESIN 3HARE0OINTTOINDEXANDRETRIEVECONTENTONDEMAND3HARE0OINTNOWENHANCESTHESEARCHOFFERING INTHEPLATFORMANDPROVIDESTWOCHOICESFOR3HARE0OINTARCHITECTSˆ%NTERPRISE3HARE0OINT3EARCHOR

&!343EARCH3HARE0OINT%NTERPRISE3EARCHWORKSMUCHLIKE-/33BUTWITHMOREBELLSAND WHISTLES&!34ONTHEOTHERHANDISAN%NTERPRISE3EARCH0LATFORMINENTIRETYANDBECAUSEOFTHEHIGH COSTPREMIUM-ICROSOFTAIMS&!34ATLARGESCALEORGANIZATIONSWITHLARGEAMOUNTSOFDATAANDHEAVY SEARCHDEMANDSAKINTODEDICATED'OOGLE3EARCH!PPLIANCEFORTHEIRSITE

7HETHERYOUCHOOSE%NTERPRISE3HARE0OINT3EARCHOR&!343HARE0OINT3EARCHAIMSTOHELP YOURUSERSFINDTHEIRCONTENTQUICKERPROVIDEDRILLDOWNANDREFINEMENTCAPABILITIESANDASSIST CONNECTIONTOOTHERSSOCIALNETWORKING BYSEARCH2EFINEMENTSARENEWTO3HARE0OINTAND PROVIDEFACETFILTERINGOFCONTENTˆACOMMONFEATUREINANYENTERPRISESEARCHAPPLICATION4HE-ANAGED -ETADATA3ERVICEWHICHPROVIDESTAGGINGCAPABILITIESINTEGRATESNICELYWITHSEARCHSOTHATUSERSMAY SEEKINFORMATIONBASEDONTAGSEARCHORRESTRICTION3INCETAGTAXONOMIESALREADYPROVIDEAHIERARCHYOF VOCABULARYTERMSSITEDESIGNERSMAYLEVERAGETHISSERVICETOPROVIDEBROWSEANDSEARCHCAPABILITIES SIMILARTOTHOSEOFPRODUCTCOMPANIESANDRETAILWEBSITESWHICHOFFERNARROWDOWNSEARCHBASEDON PRODUCTCATEGORIESANDBRANDSANDFEATURES

4HE&!34%30PROVIDESMANYMOREFEATURESSUCHASRELEVANCETUNINGTHUMBNAILPREVIOUSINSEARCH RESULTSBETTERSCALINGANDABILITYTOADDCUSTOMEXTENSIONSINTOTHEPLATFORMTOTAILORSEARCHINGAND SEARCHRESULTS

3HARE0OINT3YSTEM2EQUIREMENTS

)SHALLNOTSPENDMUCHTIMEHERESINCE#HAPTERISDEDICATEDTOTHEINSTALLATIONOF3HARE0OINT3ERVER ANDCOVERSSYSTEMREQUIREMENTS(OWEVERSINCEYOUMAYBEGLANCINGATTHISBOOKANDWONDERING IFTHATOLD-/33HARDWAREWILLSUFFICEFORANEW3HARE0OINTINSTALLLETMEBRIEFLYMENTIONTHE REQUIREMENTSASFOLLOWS

• !LLSERVERSMUSTBEBITINCLUDING31,3ERVER

• 31,3ERVERMINIMUMVERSIONOFWITH30OR30OR2

• 3HARE0OINT3ERVERSRUNNING7INDOWS30OR7INDOWS27INDOWS ANDOR6ISTASUPPORTEDFORDEVELOPMENTPURPOSE

• !TLEAST'"OF2!-ONEACHSERVER

• .%4WITH30INSTALLEDONALLSERVERS

Overview of New Functionality and Changes

)FYOUHAVENEVERUSED3HARE0OINTNORHADANEXPERIENCEWITHTHEPRODUCTYOUCANSKIPTHISSECTIONOF THECHAPTERAIMEDATTHOSEWHOWANTTOGAINAQUICKUNDERSTANDINGOFWHATTHENEW3HARE0OINT VERSIONOFFERSOVERTHEPREVIOUS3HARE0OINTVERSION

.EVERTHELESS)RECOMMENDTAKINGNOTEOFTHENEWFUNCTIONALITYANDCHANGESMENTIONEDINTHIS SECTIONASITGIVESAUSEFULHIGHLEVELOVERVIEWOFSOMEOFTHECOOLFEATURESTHAT3HARE0OINT

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PROVIDES.EWFUNCTIONALITYIN3HARE0OINTISAVASTTOPICAS-ICROSOFTHASINCLUDEDMANYNEW FEATURESANDCAPABILITIESINTHENEWPLATFORM(OWEVER)TRYTOINCLUDEMOSTOFTHESIGNIFICANTCHANGESIN THISSECTION

$ONOTWORRYIFSOMEOFTHEFEATURESANDTERMINOLOGYMENTIONEDINTHISSECTIONARENEWTOYOU

&OLLOWINGTHISSECTION)LLTAKEAGRASSROOTSAPPROACHTO3HARE0OINTANDWALKYOUTHROUGHTHE

3HARE0OINTUSERINTERFACEANDBASELINEFUNCTIONALITYCREATIONOFSITESLISTSUSEOFWEBPARTSANDSOON

4HE#ENTRAL!DMINISTRATION7EB3ITE

&ORTHOSEEXPERIENCEDWITH3HARE0OINTPERHAPSCOMINGFROMA-/33BACKGROUNDTHE#ENTRAL

!DMINISTRATION7EB3ITECOMESASNOSURPRISEBUTYOUSHOULDKNOWTHATTHEPRESENTATIONANDLAYOUTIS VERYDIFFERENTFROMTHATOF-/33#ENTRAL!DMIN4HOSENEWTO3HARE0OINTWILLSEETHATLIKE ALMOSTEVERYTHINGIN3HARE0OINTTHEADMINISTRATIONUSERINTERFACEOF3HARE0OINTISWEBBASEDAND THE#ENTRAL!DMINWEBSITEISTHEMAINUSERINTERFACEFORMAKINGCONFIGURATIONCHANGES

  Note Not all configuration uses the Central Admin Web Site; see Chapter 2 for details about the use of

PowerShell and the STSADM command-line tool.

&IGURESHOWSASCREENSHOTFROMTHE#ENTRAL!DMINSITEIN3HARE0OINT

Figure 1-4. SharePoint 2010 Central Administration web site

)LLDELVEINTOTHEINSANDOUTSOFTHE#ENTRAL!DMINISTRATIONWEBSITE#ENTRAL!DMINFORSHORT IN

#HAPTER&ORTHEBENEFITOFTHOSECOMINGFROM-/33THEFOLLOWINGARESOMENOTEWORTHY CHANGES

• -ICROSOFTHASDROPPEDTHE/PERATIONSTABANDTHE!PPLICATION-ANAGEMENTTAB ISNOWASECTIONONTHEHOMEPAGEOF#ENTRAL!DMIN

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• #ENTRAL!DMINDISPLAYSLINKSTOCOMMONOPERATIONSUNDEREACHOFMAINSECTION HEADINGS#LICKINGTHESECTIONTITLETAKESTHEADMINISTRATORTOADEDICATEDPAGEFOR THESECTIONANDMORELINKOPERATIONS

• 4HEREISNO3HARED3ERVICE0ROVIDERLISTOR330!DMINISTRATION7EBSITE3HARED 3ERVICESNOWEXISTAS-ANAGED3ERVICE!PPLICATIONSUNDERTHE-ANAGE

!PPLICATIONSSECTION

• ,IKEALL3HARE0OINTSITES#ENTRAL!DMINRELIESONTHE2IBBONTODISPLAYICONS FORCOMMONCONTEXTUALOPERATIONS

• &IGURESHOWSAREDBARINDICATINGTHAT3HARE0OINTNEEDSSOMEATTENTIONTHIS WASGENERATEDBYTHE(EALTH!NALYZER3ERVICEMOREONTHISIN#HAPTER

• 3OMEOFTHEOPERATIONSIN3HARE0OINTCAUSEADIALOGTODISPLAY$IALOGS DISPLAYOVERTHECURRENTCONTEXTPAGEANDDONOTUSEBOWSERPOPUPSORNEW WINDOWS

-ICROSOFTHASCLEARLYTRIEDTOSIMPLIFYTHEADMINISTRATION5)IN3HARE0OINT)REMEMBER OPENINGUP-/33#ENTRAL!DMINISTRATIONSITEANDBEINGOVERWHELMEDWITHTHENUMBEROFLINKS ANDAREAS)COULDDIVEINTO3HARE0OINT#ENTRAL!DMINMIGHTSTILLOVERWHELMTHENEWEST3HARE0OINT ADMINISTRATORBUT)AMGLADTOSEETHAT-ICROSOFTHASATTEMPTEDTOLIMITCONFUSIONANDLINKOVERLOAD WITHCOMMONOPERATIONSONTHEHOMEPAGESLESSPAGENAVIGATIONFORSIMILAROPERATIONSANDUSEOFTHE 2IBBONANDDIALOGSTOKEEPTHEUSERFOCUSED

  Note See Chapter 2 for more details on navigating around Central Administration.

5SER)NTERFACE#HANGES

4HEWHOLEUSERINTERFACEISNOWCROSSBROWSERCOMPATIBLEOUTOFTHEBOX-ICROSOFTHASRELEASED 3HARE0OINTFROMTHESHACKLESOF-ICROSOFT)NTERNET%XPLORERANDNOWSUPPORTSOTHERBROWSERS SUCHAS3AFARIAND&IREFOXONDIFFERENTPLATFORMS-AC,INUXANDSOON 4HE3HARE0OINTWEBUSER INTERFACEUSESCOMPLIANT#33*AVA3CRIPTAND8(4-,MARKUPMAKINGFORBETTERCROSSBROWSER COMPATIBILITY3HARE0OINTALSOPROVIDESFORARANGEOFMOBILEBROWSERFORMATSWITHOUTEXTENSIVE CUSTOMIZATIONOFTHEUSERINTERFACE$EVELOPERSANDDESIGNERSCANSTILLCUSTOMIZETHEBRANDINGOF 3HARE0OINTASTHEYDIDWITH-/33ANDTHEPUBLISHINGINFRASTRUCTUREPROVIDESTHESAMERICHSETOF WEBCONTENTMANAGEMENTFUNCTIONSTOALLOWCUSTOMBRANDINGINTHECASEOFPUBLICWEBSITES

3HARE0OINTLISTSALSOBENEFITFROMUSERINTERFACEIMPROVEMENTSTHEYNOWSUPPORTINLINE EDITING5SERSMUSTTURNONTHISFEATUREVIAWEBINTERFACEOR3HARE0OINT$ESIGNER FORLISTINSTANCESAND THISFEATUREMAKESFORCOMPELLINGDATAINPUTFORLISTSWITHOUTMAKINGTHEUSERLEAVINGTHELISTVIEWPAGE

The Ribbon

3HARE0OINTBRINGSANUMBEROFUSERINTERFACECHANGESTHEMOSTOBVIOUSBEINGTHATOFTHENEW 2IBBONSEE&IGUREEARLIER 4HE2IBBONIS-ICROSOFTSNEWAPPROACHTOSIMPLIFYINGNAVIGATIONAND FUNCTIONALITYIN/FFICEAPPLICATIONSBYGIVINGTHEUSERARIBBONOFICONSFOROPERATIONSBASEDONTHE CURRENTCONTEXT*USTLOOKAT-ICROSOFT7ORD80PRE2IBBON ANDSEETHELARGENUMBEROFMENUOPTIONS

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AVAILABLETOTHEUSERMANYFORFUNCTIONSTHATDIDNOTMAKESENSEINAGIVENCONTEXT&OREXAMPLEIFA USERISINSERTINGATABLEINTOA7ORDDOCUMENTTHENITISAFAIRASSUMPTIONTHATTHEUSERWANTSTOSEE FUNCTIONSCONCERNINGTABLEFORMATTINGANDCONFIGURATION.OWWITH3HARE0OINTUSERSCANEXPECT THESAMEUSEREXPERIENCEWITHTHE2IBBONASTHATOFOTHER/FFICEAPPLICATIONS

SharePoint Designer

)CANNOTDISCUSSTHEUSERINTERFACEOF3HARE0OINTWITHOUTMENTIONINGTHEINTEGRATIONOF3HARE0OINT

$ESIGNER3HARE0OINT$ESIGNER30$ HASALWAYSALLOWED5)DESIGNERSANDDEVELOPERSACCESSTO MORE3HARE0OINTBACKENDFUNCTIONSANDTHEABILITYTOMAKECHANGESTOTHEBRANDINGLOOKANDFEEL OFA 3HARE0OINTSITECOLLECTION(OWEVER30$ISMUCHMORETHANADESIGNTOOLFORCHANGINGLOOKANDFEELˆ

DEVELOPERSMAYINTERACTWITH3HARE0OINTLISTSANDCONFIGUREPROPERTIESTHATAUSERISUNABLETOCONTROL THROUGHTHEWEBINTERFACE30$ALSOALLOWSMANIPULATIONOFTHESOPHISTICATEDMETADATAMODELˆCONTENT TYPESANDSOONˆANDWITHTHEINTRODUCTIONOF"USINESS#ONNECTIVITY3ERVICES"#3 30$ALLOWS DEVELOPERSTOCREATEEXTERNALCONTENTTYPESANDASSOCIATEDWORKFLOWWITHEXTERNALDATAˆALLWITHOUT WRITINGANYCUSTOMCODE

30$ISNOLONGERASILENTAPPLICATIONTHATONLYDEVELOPERSANDDESIGNERSKNOWABOUT4HEWEB INTERFACECONSISTSOFFUNCTIONALREFERENCESTOLAUNCH30$ONTHEFLYTOCONFIGUREASPECTSOFTHESITEORLIST INCONTEXT&IGURESHOWSTHE3ITE!CTIONSMENUINATYPICAL3HARE0OINTPUBLISHINGSITEWITHTHE ABILITYFORSITEOWNERSTOEDITTHECONTEXTUALSITEIN30$

Figure 1-5. The Site Actions menu and the existence of SharePoint Designer functions

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)MENTIONEDEARLIERTHAT-ICROSOFTHASREENGINEERED)NFO0ATHFORMSINTEGRATIONIN3HARE0OINT .OWSITEOWNERSANDDESIGNERSCANCUSTOMIZELISTVIEWSANDFORMSWITHCUSTOMSTYLINGANDCONDITIONAL FORMATTINGUSING3HARE0OINT$ESIGNER5NDERTHEHOOD3HARE0OINTUSES)NFO0ATHFORMSTOPROVIDETHE FUNCTIONALITY$EVELOPERSMAYCONTINUETOCREATETHEIROWN)NFO0ATHFORMSUSINGTHESMARTCLIENTAND DEPLOYFORMSFORUSEIN3HARE0OINTAND3HARE0OINTPROVIDESASEAMLESSINTEGRATIONINTOTHE PLATFORMSO)NFO0ATHFORMSNOLONGERLOOKLIKEANAFTERTHOUGHT

Multilingual User Interface

3HARE0OINTHASMADEENHANCEMENTSTOTHE-ULTILINGUAL5SER)NTERFACE-5) SHOWNIN&IGURE TOSUPPORTUSERSOFTHEPLATFORMWHOREADANDWRITEINDIFFERENTLANGUAGES5SERSCANCHANGELANGUAGE ONTHEFLYANDSEEALLTEXTINTHECHROMEOFTHEIRSITECHANGETOTHELANGUAGEOFPREFERENCE3IMILARTO -/333HARE0OINTPROVIDESAFULLYFUNCTIONALLANGUAGETRANSLATIONWORKFLOWSOSITEOWNERS MAYTRANSLATETHEIRCONTENTFROM%NGLISHTOANOTHERLANGUAGEVIAAPROCESSGOVERNEDBY3HARE0OINT

Figure 1-6. The multilingual user interface

-ICROSOFT/FFICE7EB!PPLICATIONS

.EWTO3HARE0OINTARE-ICROSOFT/FFICE7EB!PPLICATIONS3HARE0OINTHASALWAYSPROVIDEDA CENTRALIZEDSTORAGEFORDOCUMENTSANDBEGINNINGWITH-/33EMBRACEDDOCUMENTMANAGEMENT WITHSPECIALIZEDDOCUMENTTRACKINGANDMANAGEMENTFUNCTIONS5NTILNOWUSERSOF3HARE0OINTWERE REQUIREDTOHAVETHERICH/FFICEAPPLICATIONSINSTALLEDONTHEIRCLIENTMACHINESTOVIEWANDEDIT

DOCUMENTSSTOREDIN3HARE0OINT/FFICE7EB!PPLICATIONSREMOVESTHISREQUIREMENTBYPROVIDINGUSERS WITHALIGHTWEIGHTVERSIONOF7ORD%XCEL6ISIO/NE.OTEAND0OWER0OINTSOTHATUSERSMAYMAKEBASIC CHANGESTO/FFICEDOCUMENTSWITHINTHE3HARE0OINTWEBENVIRONMENT

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/FFICE7EB!PPLICATIONSREMOVETHENEEDTOINSTALL/FFICESMARTCLIENTSOFWHICHMANYVERSIONS EXIST5SERSWITHOUTTHELATESTVERSIONOF/FFICECANSTILLEDIT/FFICEDOCUMENTSINTHENEWDOCUMENT 8-,FORMAT.docx.xlsx.pptx WITHINTHEWEBBROWSER

-Y3ITES5SER0ROFILESAND3OCIAL-EDIA

-ICROSOFTHASEMBRACEDTHECONCEPTOFTHESOCIALNETWORKANDADDEDSOCIALNETWORKINGFEATURESINTO 3HARE0OINTWHICHFITNICELYWITHTHE-Y3ITESAND5SER0ROFILESFEATURESTHATHAVEALWAYSPROVIDED USERSOF3HARE0OINTWITHASPACEOFOWNERSHIPINANY3HARE0OINTPORTAL

Figure 1-7. A User Profile page

,IKESITESSUCHAS&ACEBOOKAND4WITTERTHATPROVIDEASOCIALSPACEFORUSERSTOPROVIDESTATUS UPDATEOFTHEIRWORKANDSOCIALHAPPENINGS3HARE0OINTALSOPROVIDESAHISTORYLOGOFSTATUS UPDATES&IGURESHOWSANIMAGEOFMYPROFILEPAGEONMYCOMPANY)NTRANETWHICHINCLUDESMY PRESENTSTATUSNEARMYPROFILEPICTURE RECENTACTIVITIESANDNOTES)MAKE)NTHE2IBBONOFMOST 3HARE0OINTPAGESEXIST,IKEAND4AgICONSBOOKMARKS SOTHATUSERSMAYTAGTHEPAGEWITHA SPECIFICENTERPRISEKEYWORDTAGOFTHEIRCHOICEORSIMPLYSAYh)LIKETHISPAGEv!NYSTATUSUPDATETAGOR hLIKEvAPPEARSINTHE2ECENT!CTIVITIESSECTIONOFAUSERSPROFILEPAGEORTHE.EWSFEEDPAGE5SERSMAY ALSOBOOKMARKPAGESTHATLIVEOUTSIDEOF3HARE0OINTWITH,IKEAND4AG

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3HARE0OINTINCLUDESactive monitoringCAPABILITIESANDUSERSMAYSELECTEVENTSTHEYWISHTO TRACKINTHEIRPROFILE&IGURE !SEVENTSOCCURINA3HARE0OINTCOMMUNITYTHENEWSFEEDOFAUSERS SITEREFLECTSCHANGESˆAGAINSIMILARTOTHEWAY&ACEBOOKPROVIDESARUNNINGNEWSFEEDOFCURRENTEVENTS FROMFRIENDS

Figure 1-8. Active monitoring of events in a user’s profile

3ITEANDLISTOWNERSCANTURNONratingsFORLISTITEMSWHICHINCLUDEPUBLISHINGPAGESSOTHATOTHER USERSMAYRATECONTENTWITHINA3HARE0OINTLIST4HEPUBLISHINGINFRASTRUCTUREINCLUDESASPECIFICSITE FIELDCONTROLTODISPLAYRATINGFORAGIVENPAGEANDPAGEDESIGNERSCANPLACETHERATINGCONTROLINTHEFLOW OFTHEPAGETOPROMOTEUSERRATING

4HEUSERINTERFACEFOR-Y3ITESFLOWSMUCHBETTERTHANTHATOFTHEPREVIOUSVERSION!TTHETOPOFALL PROFILEAND-Y3ITEPAGESYOUSEEQUICKLINKSTO-Y.EWSFEED-Y#ONTENTAND-Y0ROFILE

4HEMy ProfilePAGEISSIMILARTOTHATIN-/33BUTWITHADDITIONALWEBPARTSFORSOCIALNETWORK INTERACTIONANDTHELAYOUTDETERMINEDBYTHEFARMADMINISTRATORANDOWNEROFTHE-Y3ITEHOST APPLICATION.OTICETHENEWTABSTHATPROVIDEACCESSTOVARIOUSSECTIONSTOTHEUSERSPROFILETOAVOID CLUTTERINONELARGEPAGE

4HEMy ContentLINKNAVIGATESUSERSTOTHEFAMILIARHOMEPAGEOFTHEIR-Y3ITEANDTHOSEUSERSWHO CREATEDA-Y3ITECOLLECTIONMAYTWEAKTHISPAGEANDANYOTHERINTHEIR-Y3ITECOLLECTIONTOHOSTTHEIR OWNCONTENTPAGESLIBRARIESANDSUBSITES

4HEMy NewsfeedLINKNAVIGATESTHEUSERTOTHEDEFAULTPAGEOFTHE-Y3ITEHOSTAPPLICATIONTHAT DISPLAYSTHECURRENTSOCIALHAPPENINGSFORTHECURRENTUSERˆASNAPSHOTOFCURRENTNEWSTHATINCLUDES RECENTBOOKMARKSACTIVEEVENTSOFCOLLEAGUESFOLLOWEDANDANYEXTERNALNEWSFEEDSTHATTHE

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7IKI0AGES

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(32)

ANDLISTSINANYPARTOFTHEPAGE7IKIPAGESPROVIDESITEOWNERSWITHMUCHMORECONTROLOVERTHE PRESENTATIONOFTHEIRSITESIMILARTOOFTHECONTROLAVAILABLETOCONTENTOWNERSUSINGTHE0UBLISHING FEATURESOF3HARE0OINT

Figure 1-9. Wiki pages default in team sites

&IGURESHOWSATYPICALTEAMSITEPAGEINEDITMODEWITHTHEABILITYTOCHANGETHEPAGELAYOUT BECAUSETHISPAGEISAWIKIPAGE

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!TITSCORE3HARE0OINTPROVIDESDOCUMENTSTORAGEINDOCUMENTLIBRARIESBUTDOCUMENTMANAGEMENTIN 3HARE0OINTISMUCHMORETHANTHESTORAGEOFDOCUMENTS$OCUMENTMANAGEMENTINCLUDESTHE

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(33)

Document IDsARE3HARE0OINTShPERMALINKvFORDOCUMENTS)NPREVIOUSVERSIONS OF3HARE0OINTWHENAUSERUPLOADEDADOCUMENTTOADOCUMENTLIBRARYTHE52, OFTHEDOCUMENTINCLUDEDTHELOCATIONCONTEXTPATHTOTHEFILE 5SERSLIKETO EMAILLINKSTODOCUMENTSAROUNDANDBURYLINKSINTOCONTENTWEBPAGESBUTDOING THATMAKESTROUBLEIFAUSERTHENWISHESTOREORGANIZESTRUCTUREANDMOVEA DOCUMENTTONEWLIBRARYORFOLDERORCHANGEITSFILENAME$OCUMENT)$SARE UNIQUE)$STHAT3HARE0OINTASSIGNSTODOCUMENTSASUSERSUPLOADTHEMTO DOCUMENTLIBRARIESTHESITEADMINISTRATORMUSTENABLETHISFEATURE3HARE0OINT DOESNOTTURNONTHISFEATUREBYDEFAULT !SLONGASADOCUMENTORFILE REMAINS WITHIN3HARE0OINTTHATISTHEUSERDOESNOTDELETETHEFILEANDTHENRELOADIT SOMEWHEREELSE 3HARE0OINTCANTRACKTHEDOCUMENTMOVEMENTSANDTHE PERMALINKWILLALWAYSGETTHEUSERTOTHEDOCUMENTINTHENEWLOCATION

Document SetsALLOWUSERSTOCOLLECTRELATEDDOCUMENTSTOGETHERASASINGLE ENTITY!DOCUMENTSETISASPECIALCONTENTTYPETHATDEFINESTHEMETADATAFORALL DOCUMENTSINTHESETANDUSERSMAYMOVECOPYANDPERFORMCERTAINACTIONSONA DOCUMENTSETASTHEYWOULDASINGLEDOCUMENT/NEGOODEXAMPLEOFTHEUSEOFA DOCUMENTSETISFORPROPOSALWORKˆPROPOSALSTYPICALLYCONSISTOFSEVERAL

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Records Management

3HARE0OINTOPENSUPTHEFEATUREOFRECORDSMANAGEMENTTOALLSITECOLLECTIONSNOTJUSTTHE2ECORDS

#ENTER SOUSERSCANCHOOSETOENACTPOLICYONDOCUMENTSASRECORDSTHROUGHOUTTHEIR3HARE0OINT CONTENTINFRASTRUCTURE4HE3HARE0OINT2ECORDS#ENTERSITEDEFINITIONSTILLEXISTSFORTHOSEORGANIZATIONS WHOWANTACENTRALIZEDREPOSITORYFORSTORAGEOFDOCUMENTSASRECORDSBUTUSERSMAYNOWTAKE ADVANTAGEOFRECORDSRETENTIONANYWHEREDOCUMENTSRESIDE-ICROSOFTTERMSTHISFUNCTIONALITYin-place records management

7HILEVIEWINGADOCUMENTLIBRARYWITHINPLACERECORDSMANAGEMENTENABLEDUSERSMAYMANUALLY DECLAREADOCUMENTASARECORDAND3HARE0OINTWILLLOCKTHEDOCUMENTFOREDITANDDELETEACCORDINGTO POLICYSETTINGS 3HARE0OINTDENOTESADOCUMENTRECORDWITHAPADLOCKICON3ITEOWNERSMAYALSO AUTOMATETHEDELEGATIONOFDOCUMENTSTORECORDSWITHWORKFLOW

(34)

Media Integration

%#-PROVIDESMEDIAMANAGEMENTVIAasset libraries4HEASSETLIBRARYTEMPLATEDEFINESASPECIALTYPEOF DOCUMENTLIBRARYTOCONTAINMEDIAFILESMUSICVIDEOANDPHOTOS ANDMETADATACOLUMNS

AUTOMATICALLYPOPULATEDFROMTHEMEDIAPROPERTIESSUCHAS%8)&OR-0TAGS&IGURESHOWSA TYPICAL-EDIA!SSET,IBRARY

Figure 1-10. A media asset library

4HEASSETLIBRARYALSOALLOWSUSERSTOCONFIGUREAUTOMATICPOPULATIONOFDEFAULTMETADATABASEDON PLACEMENTWITHINAFOLDER&OREXAMPLEIFTHELISTOWNERARRANGESIMAGESBYYEARTAKENTHENEACHFOLDER REPRESENTINGTHEYEARMAYBESETUPTOASSOCIATELOGICTOAPPLYAYEARVALUETOTHEIMAGESCONTAINED

3HARE0OINTBRINGSTHE-EDIA0LAYER7EB0ARTˆA3ILVERLIGHTMEDIACONTROLWRAPPEDINAWEB PARTSOTHATSITEPAGEOWNERSMAYDISPLAYSTREAMINGVIDEO4HISWEBPARTREMOVESTHEHEADACHEOF ENSURINGVISITORSTOTHE3HARE0OINTSITEHAVETHECORRECTMEDIAPLAYERPLUGININSTALLEDINTHEIRBROWSER!S LONGASEVERYUSERHAS3ILVERLIGHTINSTALLEDITSEASYTODOWNLOADANDINSTALLVIATHEWEBPART USERSCAN VIEWSTREAMINGMEDIAWITHOUTCOMPLEXITY

Web Content Management

7EB#ONTENT-ANAGEMENT7#- ISAVASTTOPICANDTHISSMALLSECTIONINTHISOVERVIEWCHAPTERCANNOT DOJUSTICETOTHEFEATURESTHAT7#-PROVIDES-ICROSOFTINTRODUCEDTHEpublishingFEATUREIN-/33 WHICHEMBRACED7#-ANDALLOWEDOWNERSOFPUBLICFACINGWEBSITESTOHOSTTHEIRSITESIN3HARE0OINT 7#-ATTHEBASICLEVELPROVIDES

(35)

WYSIWYG authoringˆ!NDTHE2IBBONHARMONIZESWITHTHERICHINPLACEPAGE EDITINGTHATCONTENTOWNEREXPECTWHENEDITINGPUBLICFACINGWEBPAGES

Approval workflowˆ-AINTAININGWEBSITEINTEGRITYBYENSURINGANAPPROVAL PROCESSBEFOREPUBLISHINGTOTHEPUBLIC

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Page layoutˆ4HESEPARATIONOFCONTENTMETADATA FROMPRESENTATIONBYTHEUSE OFPAGELAYOUTSTEMPLATES WHICHDEFINEPRESENTATIONTHROUGHCONTENTFIELD CONTROLSPLACEHOLDERSFORREALCONTENT 3HARE0OINTALSOINTEGRATESTHEAPPROVAL WORKFLOWPROCESSWITHPAGELAYOUTSSOTHATPAGEDESIGNERSMAYALSOENSURESSITE INTEGRITYWITHPRESENTATIONCHANGEJUSTASCONTENTOWNERSDOWITHCONTENT

3HARE0OINTPROVIDESTHESAMERELIABLEPUBLISHINGMODELFORPUBLICWEBSITESBUTNOWMAKES THEPROCESSOFEDITINGPAGESSUBMITTINGFORAPPROVALVIEWINGCHANGESANDPUBLISHINGMUCHEASIERVIA THE2IBBONUSERINTERFACE

3HARE0OINTINTRODUCES7EB!NALYTICSSOOWNERSOFPUBLICFACINGWEBSITESMAYTRACKUSER VISITSTOTHEIRSITEANDCREATECUSTOMREPORTS7EB!NALYTICSALLOWSSITEOWNERSTOANALYZEWEBTRAFFIC FROMTHEWEBAPPLICATIONLEVELDOWNTOANINDIVIDUALSITEINTHEHIERARCHY

'OODBYE3HARED3ERVICES0ROVIDER

-/33RELIEDONTHE3HARED3ERVICE0ROVIDER330 TOMAINTAINALLSHAREDSERVICESINTHEFARM4HE 330CONSISTEDOFADEDICATED330DATABASE330!DMINISTRATIONCONTENTDATABASE330!DMINISTRATION WEBSITE3EARCHDATABASE3307EB!PPLICATIONAND-Y3ITE(OSTWEBAPPLICATION5NDERTHEHOOD -/33ALSOMAINTAINEDVARIOUSTIMERSERVICEJOBSTOMANAGE330CONFIGURATIONWITHTHERESTOFTHEFARM

!STHETITLEOFTHISSECTIONSUGGESTSTHE3HARED3ERVICE0ROVIDERISNOMOREIN3HARE0OINT3ERVER 4HEREPLACEMENTTO3HARED3ERVICE0ROVIDERISmanaged service applications

4OUNDERSTANDTHERATIONALEBEHIND-ICROSOFTSDECISIONTOREDESIGNTHESHAREDSERVICES

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)TSASIF-ICROSOFTTOOKALARGEHAMMERANDCRACKEDOPENTHE330ANDPULLEDOUTALLTHESERVICESINTO THEIROWNAPPLICATIONS7HILEPIECINGTHEPARTSTOGETHER-ICROSOFTALSOCREATEDAHOSTOFNEWSERVICE APPLICATIONS%SSENTIALLYAMANAGEDSERVICEAPPLICATIONISANAPPLICATIONTHATPERFORMSADEDICATEDTASK ANDHASASERVICEINTERFACE3ERVICE/RIENTED!RCHITECTURE 3HARE0OINTCOMMUNICATESWITHTHESERVICE APPLICATIONVIAACLIENTCALLEDAPROXY%ACHSERVICEAPPLICATIONLEVERAGESONEORSEVERALCONTENT DATABASESASOPPOSEDTOASHAREDDATABASEUSEDBYTHELEGACY330 ANDMAINTAINSAUTONOMYFROMTHE FARMINWHICHTHESERVICEAPPLICATIONRESIDES4HISISVERYIMPORTANTBECAUSEMANAGEDSERVICE APPLICATIONSMAYRESIDEONANY3HARE0OINT3ERVERFARMANDANOTHERFARMMAYACCESSTHESERVICE VIAPROXYACROSSANETWORKBOUNDARY

(36)

-ANAGEDSERVICEAPPLICATIONSREDUCETHEATTACKSURFACETHATWASAPROBLEMWITHTHELEGACY330 3HARE0OINTINFRASTRUCTUREDESIGNERSMAYSTANDUPMULTIPLEFARMSANDPICKANDCHOOSEALACARTEWHICH SERVICETOHOSTINWHICHFARMTHUSMAINTAININGLOADANDPROVIDINGREDUNDANCYOPTIONS

SharePoint Basics

)FYOUARENEWTO3HARE0OINTTHENYOUPROBABLYSKIPPEDTOTHISSECTIONORGLOSSEDOVERTHEPREVIOUS SECTIONWHICHTALKEDABOUTSOMEOFTHECHANGESSINCE3HARE0OINT2EADERSALREADYFAMILIARWITH 3HARE0OINTGETTHEIRCHANCETOSAVESOMEREADINGINTHISSECTIONINWHICH)WALKYOUTHROUGHTHEBASICS OFCREATINGSITESANDLISTSPLACINGWEBPARTSANDSOON

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#HANCESARETHATANEWWEBAPPLICATIONANDSITECOLLECTIONALREADYEXISTINYOUR3HARE0OINTFARMREADY FORYOUTOADDCONTENT3INCETHISBOOKISALLABOUTADMINISTRATION)AMGOINGTOASSUMETHATSNOTTHE CASEYETANDATTHEBEGINNINGOFTHISBACKTOBASICSSECTION)SHALLWALKYOUTHROUGHTHECREATIONOF BOTH

"EFORECREATINGANEWSITECOLLECTIONWEMUSTCREATEANEWWEBAPPLICATIONIFONEDOESNOTEXIST!S FARAS3HARE0OINTISCONCERNEDAWEBAPPLICATIONISTHEPHYSICALAPPLICATIONINSTANCETHATREGISTERS INSIDE)NTERNET)NFORMATION3ERVER))3 ANDCONSISTSOFFILESTHATLIVEONTHESERVERSINTHEDEFAULT LOCATIONOFc:\inetpub\wwwroot\wss\VirtualDirectories

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#ENTRAL!DMINISTRATIONWEBSITEFROMTHE!PPLICATION-ANAGEMENTSECTIONASFOLLOWS 1. #LICKTHE-ANAGE7EB!PPLICATIONSLINKFROM#ENTRAL!DMININ!PPLICATION

-ANAGEMENT

2. &ROMTHE2IBBONCLICKTHE.EWICON

3. !NEWDIALOGAPPEARS#OMPLETETHEFORMDETAILSASFOLLOWS

• 4HE!UTHENTICATIONSECTIONPROVIDESTWOOPTIONSˆCLASSICMODEAND CLAIMSBASEDAUTHENTICATION4HISCHOICETELLS3HARE0OINTHOWYOUWOULD LIKETOAUTHENTICATEUSERSVISITINGSITECOLLECTIONSINYOURWEBAPPLICATION

&ORNOWCHOOSECLASSIC)COVER#"!IN#HAPTER

• 'IVETHENEWAPPLICATIONANAMEORCHOOSEANEXISTINGAPPLICATIONIN))3 FROMTHEDROPDOWN )NTHE))37EB3ITESECTIONALSOPROVIDEAPORT NUMBERTYPICALLY HOSTHEADERBLANKIFNOTREQUIRED ANDLOCATIONON THESERVERTHEDEFAULTTYPICALLYWORKS 4HENAMEYOUPROVIDEAPPEARSIN THELISTOF))3SITESWHENYOUOPENTHE)NTERNET)NFORMATION3ERVER -ANAGEMENT#ONSOLESOCHOOSEANAPTNAME

• 3ELECTTHEDESIREDSECURITYSETTINGSINTHE3ECURITY#ONFIGURATIONSECTION) USUALLYRECOMMENDATLEASTCREATINGANAPPLICATIONUSING.4,-

AUTHENTICATIONWITHANONYMOUSACCESSTURNEDOFFANDNOSECURESOCKETS 7HENEXTENDINGANAPPLICATIONATALATERTIME TOALLOWALTERNATEACCESSTO SITESONDIFFERENTZONESANDDOMAINNAMESTHENYOUCANPROVIDEDIFFERENT SECURITYCONFIGURATION&ORNOWTHEDEFAULTSETTINGSDEMONSTRATECREATINGA NEWWEBAPPLICATION

(37)

• 2EVIEWANDDONOTCHANGEANYTHINGINTHE0UBLIC52,SECTIONWHICH DEFAULTSTOTHENAMEOFTHESERVERWITHTHEPORTNUMBERAPPENDED

• 0ROVIDEASUITABLEDATABASENAMEINTHE$ATABASE.AMEAND

!UTHENTICATIONSECTION#HECKWITHYOUR$"!ONBESTPRACTICENAMING STANDARDSFORDATABASENAMESINYOURORGANIZATIONBUT

WSS_Content_AppNameISTYPICAL)FYOUHAVESETUPYOURFARMCORRECTLYSEE

#HAPTER ANDAREHOSTINGTHECONTENTDATABASEONTHESAMESERVERASTHE FARMTHENYOUCANLEAVETHEDATABASEAUTHENTICATIONSETTINGSBLANK

• ,EAVETHE&AILOVER3ERVERSECTIONBLANKUNLESSYOUHAVEAFAILOVERDATABASE SERVERCONFIGUREDINYOURFARM

• )NTHE3ERVICE!PPLICATION#ONNECTIONS SECTIONCHOOSETHESERVICE APPLICATIONSYOUWISHTOASSOCIATEWITHYOURNEWWEBAPPLICATIONORLEAVE BLANKTOCHOOSETHEDEFAULTSETOFAPPLICATIONSONTHEFARM

• ,ASTYOUCANCHOOSETOOPTINTOTHE#USTOMER%XPERIENCE0ROGRAM) TYPICALLYLEAVETHISAShNOv

4. #LICK/+AND3HARE0OINTWILLTAKEAMOMENTTOCREATEANEW3HARE0OINT7EB

!PPLICATION

  Note Chapter 2 also includes steps to create a site collection as part of an overall SharePoint 2010 installation.

)BRIEFLYTOUCHEDONSITECOLLECTIONSEARLIERBUT)LLELABORATEHEREFORCONSISTENCY!STHENAME SUGGESTSASITECOLLECTIONCONSISTSOFACOLLECTIONOFSITESWHEREEACHSITEISANODELEVEL INAWEBSITE HIERARCHY&ORSIMPLICITYTHINKOFASITECOLLECTIONAShTHEWEBSITEv!TYPICAL3HARE0OINTSITECOLLECTION HASTHEFOLLOWINGCHARACTERISTICS

• )TCONSUMESATMOSTONECONTENTDATABASE

• )TISASSOCIATEDWITHAN))3WEBAPPLICATIONMAINTAINEDVIA#ENTRAL!DMIN

• )TMAINTAINSITSOWNSECURITYGROUPSANDPERMISSIONSSTARTINGATTHEROOTOFTHE SITECOLLECTION

• )TMAINTAINSITSOWNMETADATACONTENTTYPES SHAREDANDINHERITEDTHROUGHTHE COLLECTION

• )TCONSISTSOFATLEASTONEROOTSITEANDPOTENTIALLYOTHERSIBLINGSITESANDSUBSITES OFTHETOPLEVELSITES

• 3ITECOLLECTIONSCOMEINTWOFLAVORSROOTSITECOLLECTIONANDNONROOTSITE COLLECTIONS/NLYONEROOTSITECOLLECTIONEXISTSPER))3WEBAPPLICATIONATPATH hv

• 4HELOCATIONOFNONROOTSITECOLLECTIONSISGOVERNEDBYMANAGEDPATHSDEFINEDIN

#ENTRAL!DMINFOREXAMPLE/sites/ SiteCollection

(38)

• 3OMEFEATURESARESCOPEDATTHESITECOLLECTIONLEVELOTHERSARESCOPEDTOASITE WEBAPPLICATIONORTHEWHOLEFARM

• 4HESITECOLLECTIONDEFINITIONDEFINESTHEDEFAULTFEATURESINSTALLEDANDACTIVATEDIN THESITECOLLECTION&OREXAMPLETHE%NTERPRISE0UBLISHINGSITECOLLECTIONSITE DEFINITIONENABLES0UBLISHING&EATURESINTHECOLLECTION

9OUCANCREATEANEWSITECOLLECTIONBASEDONASITECOLLECTIONDEFINITIONINONEOFTWOWAYSˆVIA 0OWER3HELLOR343!$- ORVIA#ENTRAL!DMINANDCREATINGASITECOLLECTIONFORAGIVENWEBAPPLICATION

&OLLOWINGONFROMTHEINSTRUCTIONSTOCREATEANEWWEBAPPLICATIONTHESTEPSBELOWDETAILCREATINGA NEWSITECOLLECTION

5. #LICKONTHE#REATE3ITE#OLLECTIONSLINKFROMTHE!PPLICATION-ANAGEMENT SECTIONOF#ENTRAL!DMIN

6. 3HARE0OINTSHOWSYOUAFORMTOCOMPLETEFORNEWSITECOLLECTIONDETAILSAS FOLLOWS

• 3ELECTTHECORRECTWEBAPPLICATIONINTHEYELLOWCOMBOBOXINTHE7EB

!PPLICATIONSECTION'IVETHENEWSITECOLLECTIONANAMEANDDESCRIPTIONIN THESECTIONTHEFOLLOWS

• 7ITHTHE7EB3ITE!DDRESSSECTION3HARE0OINTPROVIDESASPACETO

COMPLETETHE52,FORTHENEWSITECOLLECTION)FTHISISTHEFIRSTSITECOLLECTION FORTHEWEBAPPLICATIONTHEN3HARE0OINTPROVIDESTHEOPTIONTOHOSTTHESITE COLLECTIONATTHEROOTOFTHEWEBAPPLICATIONADDRESSTYPICALLY

http://servername/.'IVETHESITECOLLECTIONA52,NAMEUNDERONEOFTHE OTHERMANAGEDPATHSIFITISNOTAROOTSITECOLLECTION

• 4HE4EMPLATESECTIONALLOWSYOUTOCHOOSETHEDESIREDSITETEMPLATEFOR YOURSITECOLLECTION$ECIDINGONTHERIGHTSITETEMPLATEISANIMPORTANTSTEP ASEACHOFTHEAVAILABLE3HARE0OINTSITECOLLECTIONTEMPLATESINCLUDESA DIFFERENTSETOFFEATURESSUCHAS%NTERPRISE#ONTENT-ANAGEMENTOR 0UBLISHINGFEATURES&ORTHISDEMONSTRATIONCHOOSETHE4EAM3ITETEMPLATE

  Note In this context, a site template is a site definition. Do not confuse this with site template STP/WSP files,

which are snapshot templates of individual sites in a collection.

• 0ROVIDETHEPRIMARYANDSECONDARY3ITE#OLLECTION!DMINISTRATOR

5SERNAMESINTHERELEVANTSECTION)RECOMMENDPROVIDINGTHEUSERNAMEOF THECURRENTLOGGED7INDOWSUSERATLEAST 9OUMAYADDADDITIONALSITE COLLECTIONADMINISTRATORSLATERFROMTHENEWSITECOLLECTIONTHAT3HARE0OINT PROVIDESANDTHEUSERNAMEINTHISSECTIONDEPENDSONTHEAUTHENTICATION ANDSECURITYSETTINGSESTABLISHEDATTHECREATIONOFTHEWEBAPPLICATION DISCUSSEDEARLIER)FYOURFARMHASQUOTARESTRICTIONSENABLEDYOUMAY CHOOSETHEQUOTATEMPLATEOTHERWISELEAVINGTHISDEFAULTTO.O1UOTA ENSURESUNRESTRICTEDQUOTAS

7. #LICK/+AND3HARE0OINTWILLCREATEANEWSITECOLLECTIONATTHE52,YOUCHOSE

(39)

)FEVERYTHINGWENTACCORDINGTOPLANYOUSHOULDBEABLETOPOINTYOURBROWSERATTHEDEFAULT52,OFTHE NEW4EAM3ITECOLLECTIONAUTHENTICATEIFYOURBROWSERISNOTSETUPTOLOGINAUTOMATICALLYWITHCURRENT 7INDOWSCREDENTIALS ANDSEEAPAGESIMILARTOTHATIN&IGURE

Figure 1-11. The SharePoint Team Site

4HE4EAM3ITETEMPLATEISSIMILARTOTHATOFTHETEAMSITEIN3HARE0OINTCONSISTINGOF COLLECTIONSOFSITESTHATCONTAINDEFAULTDOCUMENTLIBRARIESPAGESIMAGELIBRARIESCALENDARLISTSTASK LISTSANDSOON4HEHORIZONTALNAVIGATIONREMAINSBELOWTHEMAINSITETITLEANDTHELEFTNAVIGATION BEHAVESASITALWAYSHASWITHLINKSTOLISTSATTHECURRENTSITELEVELANDANYSUBSITES4HEDEFAULT4EAM 3ITE4EMPLATEHASONLYONEROOTSUBSITEINTHECOLLECTIONCALLEDh(OMEv SOTHEIMAGEIN&IGURE MAYLOOKALITTLEBLAND

4HE3ITE!CTIONS-ENU

4HE3ITE!CTIONSMENUONTHETOPLEFTITUSEDTOBEONTHETOPRIGHTIN3HARE0OINT ISTHEMAIN ACCESSPOINTTOADMINISTRATIVEFUNCTIONS&IGURESHOWSTHE3ITE!CTIONSMENUINTHE4EAM3ITEˆ

DIFFERENTSITETEMPLATESUSEDIFFERENTFEATURESWHICHMAYADDORREMOVEITEMSFROMTHE3ITE!CTIONS MENU

(40)

Figure 1-12. The Site Actions menu on a team site

4HEFOLLOWINGLISTPROVIDESANOVERVIEWOFTHEFUNCTIONSOFEACHITEMINTHE3ITE!CTIONSMENU

Edit Pageˆ!LLOWSAUSERTOEDITTHECURRENTVIEWINGPAGEIN793)79'MODE

New Pageˆ!LLOWSAUSERTOCREATEANEWPAGEATTHECURRENTSITEWITH793)79' EDITING

New Document Library—!LLOWSAUSERTOCREATEANEWDOCUMENTLIBRARYALISTFOR STORINGANDMANAGINGDOCUMENTSUPLOADEDTOTHESITECOLLECTION

New Site—!LLOWSAUSERTOCREATEANEWSUBSITEATTHECURRENTSITEINTHE HIERARCHY

More Options—/PENSADIALOGBUILTON3ILVERLIGHT TOCREATE,IBRARIES,ISTS 0AGESAND3ITESASSHOWNIN&IGURE

(41)

Figure 1-13. More Options to create

View All Site Contentˆ0ROVIDESASUMMARYOFALLCONTENTATTHECURRENTSITE SECTIONEDBYDOCUMENTLIBRARYLISTSSUBSITESANDSOON

Edit in SharePoint Designer—,AUNCHES30$SOSITEDESIGNERSMAYDIRECTLYEDIT THECURRENTSITEWITHOUTHAVINGTOOPEN30$FIRSTANDTHENNAVIGATETOTHISSITE USINGTHE52,

Site Permissions—!LLOWSADMINISTRATORSANDOWNERSOFTHECURRENTSITETOSECURE THESITEANDSUBSITESWITHUSERPERMISSIONS

Site Settings—0ROVIDESENTRYTOTHEMAINSETTINGSFORTHESITEANDSITECOLLECTIONIF ATTHEROOTSITE

4HE2IBBON

.EWTO3HARE0OINTISTHE2IBBON.OTICETHE"ROWSEAND0AGETABSANDTHETWOICONSNEXTTOTHE 3ITE!CTIONSMENUSHOWNEARLIERIN&IGURE 4HELEFTMOSTICONPROVIDESAWAYTONAVIGATEUPTHE SITEHIERARCHYANDTHERIGHTMOSTICONPUTSTHECURRENTPAGEINEDITMODEWHICHINTURNACTIVATESTHE 2IBBONSEE&IGURE

(42)

Figure 1-14. Edit Page mode and the Ribbon

4HE2IBBONPROVIDESUSERSWITHCONTEXTUALCONTROLOFFUNCTIONSIN3HARE0OINT)NTHEILLUSTRATED CASETHE2IBBONSHOWSANUMBEROFRICHTEXTEDITINGCONTROLSBECAUSE&IGURESHOWSADEFAULT4EAM 3ITEPAGEINEDITMODE!LLTEAMSITEPAGESIN3HARE0OINTAREWIKIPAGESTHEREFORETHE2IBBONSHOWS FUNCTIONSFOREDITINGTEXTINREALTIMEONTHEPAGEINANYOFTHETWOMAINPLACEMENTAREASSHOWN

4HELEFTMOSTICONSINTHE2IBBONARESIGNIFICANTBECAUSETHEYALLOWTHEUSERTOCHECKOUTTHEPAGE SAVETHEPAGEANDCHECKITBACKIN"YDEFAULTPAGESRESIDEINTHESitePagesDOCUMENTLIBRARYANDTHE LIBRARYHASCONTENTAPPROVALWORKFLOWENABLEDUSERSMUSTCHECKOUTTOEDITCHECKINTOSHAREAND PUBLISHTOSHOWTONONAPPROVERUSERS

4HE2IBBONMAKESUSEOFTABSTOGROUPRELATEDFUNCTIONSINTHECURRENTCONTEXTˆSIMILARTOTHE BEHAVIOROFTHE2IBBONINOTHER-ICROSOFT/FFICEPRODUCTS)N&IGURETHE&ORMAT4EXTTABSHOWSALL FUNCTIONSRELATINGTOFORMATTINGOFRICHTEXT#LICKINGTHE)NSERTTABDISPLAYSANARRAYOFFUNCTIONSSPECIFIC TOINSERTINGCONTENTINTOTHEPAGEINCLUDINGWEBPARTSPICTURESLISTVIEWSANDTHELIKE

!SYOUEXPLOREINTHISBOOKMOREOFTHEDELIGHTSTHAT3HARE0OINTHASTOOFFERWEWILLSEEMORE OFTHE2IBBONANDDISCUSSVARIOUSFUNCTIONSINRELEVANTCONTEXTS

,ISTS

3HARE0OINTUSESLISTSASCONTENTCONTAINERSATTHEVERYCOREOFTHEPLATFORM5SERSOF&OUNDATIONHAVE ACCESSTOBASICLISTTYPESANDTHEABILITYTOCREATECUSTOMLISTSANDUSERSOFTHE3HARE0OINTSERVERHAVE ADDITIONALLISTTYPESAVAILABLETOTHEM

,ISTSBEHAVELIKETABLESORRECORDSINADATABASE!3HARE0OINTLISTINITSRAWFORMCONSISTSOFA COLLECTIONOFROWSANDCOLUMNS4HECOLUMNSˆSOMETIMES-ICROSOFTREFERSTOTHEMASfieldsˆVARYIN TYPEANDDEFINEAMETADATAELEMENT&OREXAMPLEONECOLUMNTYPEIN3HARE0OINTIS3INGLE,INEOF4EXT WHICHISAFANCYNAMEFORA3TRING!NYLISTITEMROW THATCONTAINSACOLUMNOFSINGLELINEOFTEXTMAY CONTAINTEXTDATAUPTOCHARACTERSINLENGTH

!LISTITEMˆAROWINTHELISTˆTYPICALLYCONSISTSOFACOLLECTIONOFCOLUMNVALUESASSOCIATEDWITHEACH COLUMNDEFINEDFORTHELIST3EE4ABLEFORTHESTANDARD3ITE#OLUMNTYPESWHICHUSERSMAYINCLUDEIN CUSTOMLISTS3ITECOLUMNSPROVIDETHESAMEKINDOFSTORAGEDEFINITIONCAPABILITYASCOLUMNTYPESINA 31,TABLE

(43)

Table 1-1: Site Column Types

Column Type Description

3INGLE,INEOF4EXT 5SERSMAYENTERASERIESOFCHARACTERSUPTOAMAXIMUMOF

-ULTIPLE,INESOF4EXT 5SERMAYENTERMULTIPLELINESOFTEXTTHISCOLUMNPROVIDESADDITIONALOPTIONS TOSUPPORTRICHTEXTEDITING

#HOICE 5SERSMAYCHOOSEFROMAPREDETERMINEDLISTOFCHOICESDEFINEDINTHE COLUMNDEFINITION/PTIONSINCLUDEDEFAULTVALUEANDPRESENTATIONASEITHERA DROPDOWNLISTCONTROLORRADIOBUTTONCONTROLS

.UMBER 5SERSMAYENTERNUMERICVALUESONLY/PTIONSINCLUDEPERCENTAGEVALUES MINANDMAXLIMITSANDDECIMALPLACES

#URRENCY 7ORKSLIKETHENUMBERCOLUMNTYPEBUTGEAREDTOCURRENCYVALUESAND CURRENCYTYPES

$ATEAND4IME 5SERSMAYENTERADATEORDATEANDTIME4HISCOLUMNDISPLAYSUSINGADATE PICKERFOREASYDATESELECTION/PTIONSINCLUDEDATEONLYORDATEANDTIME ENTRYANDDEFAULTTOTODAYSDATE

,OOKUP 5SERSMAYSELECTAVALUEFORTHECOLUMNINTHELISTFROMANOTHERLOOKUPLIST

&OREXAMPLEALISTMAYEXISTWITHCOUNTRYNAMESANDALOOKUPCOLUMNINA DIFFERENTLISTPROVIDESUSERSWITHSINGLEORMULTIPLECHOICELOOKUPOFCOUNTRY FROMTHECOUNTRIESLIST,OOKUPCOLUMNSPROVIDEMOREFLEXIBILITYTHANCHOICE FIELDSBECAUSETHEIRCHOICEVALUESARESTOREDINANOTHERLISTANDARENOTBAKED INTOTHESITECOLUMNDEFINITIONASINCHOICECOLUMNS

9ES.OCHECKBOX !"OOLEANVALUEˆUSERSMAYCHECKYES ORUNCHECKNO THEVALUEINTHE COLUMN#HECKEDVALUESGIVEBACKANDUNCHECKEDVALUESGIVEBACKINA QUERY

0ERSONOR'ROUP 5SERSMAYENTERAUSERNAMEORGROUPNAMEKNOWNTO3HARE0OINT5SERSMAY QUERY3HARE0OINTFORASPECIFICUSERORGROUPUSINGTHEPEOPLEPICKER

CONTROLˆPRESENTEDONLISTEDITFORMS/PTIONSINCLUDEPEOPLEONLYGROUP ONLYORBOTHTYPEANDSINGLEORMULTIPLEUSERGROUPVALUES

(YPERLINKOR0ICTURE 5SERSMAYENTERA52,TOANOTHER3HARE0OINTPAGEORFILEORANEXTERNALPAGE /PTIONSINCLUDERENDERINGOFTHE52,ASAHYPERLINKORIMAGEIFTHE52, POINTSTOANIMAGELOCATION

#ALCULATED 5SERSMAYCALCULATETHEVALUESINCOLUMNSOFTHISTYPEUSINGFORMULASIMILAR TOTHATOF%XCELANDPROVIDEINPUTFROMOTHERCOLUMNSINTHELIST

(44)

%XTERNAL$ATA 4HISISANEWCOLUMNTYPEIN3HARE0OINT)FITISENABLEDBYTHE

ADMINISTRATORUSERSMAYENTERDATAINTOCOLUMNSOFTHISTYPETHAT3HARE0OINT WILLLINKTOEXTERNALDATASOURCESSUCHASA31,TABLE

-ANAGED-ETADATA !LSONEWTO3HARE0OINTTHISCOLUMNTYPEALLOWSUSERSTOTAGTHELISTITEM WITHDATASTOREDINTHEMANAGEDMETADATASERVICE/PTIONSINCLUDETHEABILITY TOLINKTHEFIELDTOAPARTICULARTAXONOMYNODEINAHIERARCHYANDTOENABLE SELFUSERTAGGINGASFOLKSONOMY

"YDEFAULT3HARE0OINTPROVIDESASERIESOFCUSTOMLISTDEFINITIONSREADONFORTHEDEFAULTSINOUR 4EAM3ITE WHICHARELISTSWITHPREDEFINEDSETSOFSITECOLUMNS!LLSITECOLUMNSDEFINEDANDUSEDINA LISTDEFINITIONEXISTINTHE3ITE#OLUMNSGALLERYFOUNDINTHE3ITE3ETTINGSPAGEATTHETOPLEVELOFTHESITE COLLECTION7HENCREATINGACUSTOMLISTDEFINITIONFORYOURSELFYOUMAYCREATENEWCOLUMNSINYOUR CUSTOMLISTORUSEEXISTINGCOLUMNSFROMTHE3ITE#OLUMNSGALLERY

"EFOREMOVINGONWITHADISCUSSIONOFLISTS)SHALLBRIEFLYMENTIONcontent types)COVERCONTENT TYPESINDEPTHINCHAPTERONMETADATABUTTHEYAREWORTHMENTIONINGHEREASANIMPORTANTCAPABILITY WITHINLISTMANAGEMENT#ONTENTTYPESARESYNONYMOUSWITHTABLESCHEMASIN31,*USTASLISTOWNERS MAYCREATEALISTWITHADEFINEDSETOFCOLUMNSSITEOWNERSMAYCREATECONTENTTYPESTHATINCLUDEASERIES OFCOLUMNSANDREPRESENTANENTITYINTHEMETADATAMODEL&OREXAMPLELETUSTAKEASCENARIOOFALIST THATCONTAINSINFORMATIONABOUTCARS%ACHLISTITEMINTHELISTREPRESENTSACARINACARDEALERSHIP%ACH LISTITEMHASCERTAINATTRIBUTESˆTHECOLUMNSWHICHDEFINETHENAMEMAKECOLORRETAILPRICEPURCHASE STATUSANDINVOICEPRICEANDSOON4HEREISNOTHINGPREVENTINGTHESITEOWNERFROMCREATINGACUSTOM LISTWITHASERIESOFCOLUMNSTHATREPRESENTTHECARSINTHEDEALERSHIP(OWEVERWHATHAPPENSIFTHESITE OWNERWANTSTOUSETHESAMEDEFINITIONOFCARINANOTHERLISTTHATITEMIZESCARSONBACKORDERFROMTHE MANUFACTURER2ATHERTHANDEFINEANOTHERLISTWITHTHESAMESETOFCOLUMNSTHESITEOWNERMAYCREATEA CONTENTTYPECALLED#AR THATCONTAINSTHECOLUMNDEFINITIONSANDTHENAPPLYTHATCONTENTTYPETOBOTH LISTS)FLATERTHESITEOWNERWISHESTOADDANEWCOLUMNTOTHECONTENTTYPEHEORSHEMAYDOSO WITHOUTHAVINGTOVISITTHEVARIOUSLISTSTHATUSETHECONTENTTYPE

#ONTENTTYPESAREPOWERFULENTITIESIN3HARE0OINTWHICHPROVIDERICHMETADATAMODELINGVIA INHERITANCEANDMAPPINGTOEXTERNALSOURCES,ISTSHAVETHECAPABILITYTOALLOWFORMULTIPLECONTENT TYPESSOWHENADDINGLISTITEMSTOALISTUSERSCANDEFINEDIFFERENTMETADATAVALUESBASEDONTHECHOSEN CONTENTTYPE4HISPARADIGMCOMESINTOGREATUSEWHENINCORPORATEDINTODOCUMENTLIBRARIESWHEN USERSMAYWISHTOUPLOADDIFFERENTDOCUMENTTYPESWITHDIFFERENTMETADATAVALUESTOASINGLEPROJECT DOCUMENTSLISTˆMOREONTHISLATER

.OWTHATYOUUNDERSTANDTHEIMPORTANCEOFMETADATASITECOLUMNSANDCONTENTTYPESWECAN RESUMEEXPLORINGTHEVARIOUSLISTSINCLUDEDBYDEFAULTINOUR4EAM3ITE

&ROMTHEHOMEPAGEOFTHETEAMSITESEETHELEFTNAVIGATIONBAR,EFTNAVIGATIONPROVIDESLINKSTO THEVARIOUSLISTSANDLIBRARIESASWELLASSUBSITESOFTHECURRENTSITEˆINTHISCASETHEHOMESITE"Y DEFAULTTHETEAMSITEINCLUDESTHEFOLLOWINGLISTSANDLIBRARYTYPESASSHOWNINTHENAVIGATION

Site Pagesˆ$OCUMENTLIBRARYNEWIN3HARE0OINTTOCONTAINPAGESFORTHE CURRENTSITE

Shared Documentsˆ/FFICEDOCUMENTSSHAREDWITHUSERSACCESSINGTHESITE

Calendarˆ,ISTOFCALENDAREVENTS

Tasksˆ,ISTOFTASKSWITHWORKFLOWTODELEGATETASKSTOOTHERUSERS

Team Discussionsˆ2UDIMENTARYDISCUSSIONFORUMSLIST

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