Pro SharePoint 2010 Administration
Robert Garrett
ELECTRONICORMECHANICALINCLUDINGPHOTOCOPYINGRECORDINGORBYANYINFORMATIONSTORAGEORRETRIEVAL SYSTEMWITHOUTTHEPRIORWRITTENPERMISSIONOFTHECOPYRIGHTOWNERANDTHEPUBLISHER
)3".PBK )3".ELECTRONIC
4RADEMARKEDNAMESLOGOSANDIMAGESMAYAPPEARINTHISBOOK2ATHERTHANUSEATRADEMARKSYMBOL WITHEVERYOCCURRENCEOFATRADEMARKEDNAMELOGOORIMAGEWEUSETHENAMESLOGOSANDIMAGESONLY INANEDITORIALFASHIONANDTOTHEBENEFITOFTHETRADEMARKOWNERWITHNOINTENTIONOFINFRINGEMENTOF THETRADEMARK
4HEUSEINTHISPUBLICATIONOFTRADENAMESTRADEMARKSSERVICEMARKSANDSIMILARTERMSEVENIFTHEYARE NOTIDENTIFIEDASSUCHISNOTTOBETAKENASANEXPRESSIONOFOPINIONASTOWHETHERORNOTTHEYARESUBJECT TOPROPRIETARYRIGHTS
0RESIDENTAND0UBLISHER0AUL-ANNING ,EAD%DITOR*ONATHAN(ASSELL
$EVELOPMENT%DITOR4OM7ELSH
4ECHNICAL2EVIEWER$ANIEL#OHEN$UMANI
%DITORIAL"OARD3TEVE!NGLIN-ARK"ECKNER%WAN"UCKINGHAM'ARY#ORNELL-ORGAN%RTEL
*ONATHAN'ENNICK*ONATHAN(ASSELL2OBERT(UTCHINSON-ICHELLE,OWMAN*AMES-ARKHAM -ATTHEW-OODIE*EFF/LSON*EFFREY0EPPER$OUGLAS0UNDICK"EN2ENOW#LARKE$OMINIC 3HAKESHAFT'WENAN3PEARING-ATT7ADE4OM7ELSH
#OORDINATING%DITOR!DAM(EATH
#OPY%DITOR*AMES#OMPTON
#OMPOSITOR"YTHEWAY0UBLISHING3ERVICES )NDEXER30)'LOBAL
!RTIST30)'LOBAL
#OVER$ESIGNER!NNA)SHCHENKO
$ISTRIBUTEDTOTHEBOOKTRADEWORLDWIDEBY3PRINGER3CIENCE"USINESS-EDIA.EW9ORK3PRING 3TREETTH&LOOR.EW9ORK.90HONE302).'%2FAX EMAILorders- ny@springer-sbm.comORVISITwww.springeronline.com
&ORINFORMATIONONTRANSLATIONSPLEASEEMAILRIGHTS APRESSCOMORVISITWWWAPRESSCOM
!PRESSANDFRIENDSOF%$BOOKSMAYBEPURCHASEDINBULKFORACADEMICCORPORATEORPROMOTIONALUSE E"OOKVERSIONSANDLICENSESAREALSOAVAILABLEFORMOSTTITLES&ORMOREINFORMATIONREFERENCEOUR 3PECIAL"ULK3ALESnE"OOK,ICENSINGWEBPAGEATwww.apress.com/bulk-sales
4HEINFORMATIONINTHISBOOKISDISTRIBUTEDONANhASISvBASISWITHOUTWARRANTY!LTHOUGHEVERY PRECAUTIONHASBEENTAKENINTHEPREPARATIONOFTHISWORKNEITHERTHEAUTHORS NOR!PRESSSHALLHAVE ANYLIABILITYTOANYPERSONORENTITYWITHRESPECTTOANYLOSSORDAMAGECAUSEDORALLEGEDTOBECAUSED DIRECTLYORINDIRECTLYBYTHEINFORMATIONCONTAINEDINTHISWORK
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
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
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
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
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
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
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
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
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
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
Foreword
4HANKYOUFORTAKINGTHETIMETOREADMYBOOK7HETHERYOUAREINTERESTEDINDIPPINGINTOTHISBOOKTO FINDANSWERSTOAQUESTIONORYOUINTENDTOREADITFROMCOVERTOCOVER)AMPLEASEDTHATYOUVECHOSEN THISBOOKTOQUENCHYOURTHIRSTFOR3HARE0OINT!DMINISTRATIONKNOWLEDGE
)F3HARE0OINTWEREANAUTOMOBILETHISBOOKWOULDPROVIDEKNOWLEDGEPRIMARILYTOTHOSEWHO EXPECTTOGETOILYHANDS3HARE0OINTADMINISTRATORS4HISISNOTTOSAYTHATITISTHEWRONGCHOICEIF YOUWANTANENDUSER3HARE0OINTMANUAL)NFACT)PROVIDEPLENTYOFUSEFULINFORMATIONABOUTTHE NEW3HARE0OINTPLATFORMTHECHANGESSINCE3HARE0OINTANDEXPERTINFORMATIONFORNON ADMINISTRATORS
3HARE0OINTLIKEANYOTHERWEBSERVERBASEDPRODUCTREQUIRESACERTAINAMOUNTOFCAREANDFEEDING TOKEEPITOPERATIONALANDSOTHEUNDERLYINGTHEMEOFTHISBOOKISABOUTENSURINGTHATBOTHENDUSERS ANDADMINISTRATORSGAINVALUABLEINSIGHTINTOMAKINGSURE3HARE0OINTRUNSATITSFINESTACCORDINGTO -ICROSOFTAND3HARE0OINTINDUSTRYBESTPRACTICES
-YAIMISTOPROVIDEYOUWITHCONSISTENTANDRELIABLEKNOWLEDGEOFTHE3HARE0OINTPLATFORMSO THATYOUHAVEANARSENALOFINFORMATIONTOINSTALL3HARE0OINTCONFIGUREITANDLOOKAFTERTHECARE ANDFEEDINGOFYOUR3HARE0OINTINFRASTRUCTUREFORYOURORGANIZATIONANDTHEUSERSOFYOUR 3HARE0OINTINFRASTRUCTURE
7ITHINTHISBOOKSTENCHAPTERS)COVERAVARIETYOFTOPICSTHEINSTALLATIONANDSECURINGOFA 3HARE0OINTFARMMANAGEMENTOFCONTENTDOCUMENTSMETADATANEWSOCIALNETWORKINGFEATURES AKINTOTHATOF&ACEBOOK BUSINESSINTELLIGENCEINTEGRATIONOF-ICROSOFT/FFICEANDHOWTO MINIMIZEDOWNTIMEANDPRESERVEDATAINTEGRITYWITHDISASTERRECOVERY
7HYSHOULDYOUBUYTHISBOOK2EADINGITWILLGIVEYOUANALLROUNDUNDERSTANDINGOF3HARE0OINT ADMINISTRATIONANDTHEFEATURESOFTHENEWPLATFORM4HISBOOKISNOTPITCHEDASAQUICKREADNOR YETASAHUGEREFERENCETEXTBOOKFORTHEOCCASIONALGLANCEBUTANICECOMFORTABLEREADFORANYONE SERIOUSLYINTERESTEDIN3HARE0OINT
)SINCERELYHOPETHATYOUENJOYREADINGTHISBOOKASMUCHAS)ENJOYEDWRITINGITANDTHATNOMATTER WHATTYPEOF3HARE0OINTREADERYOUAREYOUFINDVALUABLEINSIGHTINTHECONTENTOFTHESEPAGES
2OBERT'ARRETT
XV
About the Author
Robert Garrett HASWORKEDINTHEFIELDOF3HARE0OINTSINCEPRIORTO-ICROSOFT /FFICE3HARE0OINT3ERVER2OBGRADUATEDFROMA,ONDONUNIVERSITYWITHA
#OMPUTER3CIENCEDEGREEINANDENTEREDTHEPROFESSIONALWORLDOFSOFTWARE DEVELOPMENTWHICHTURNEDOUTTOBEAFUNDECADEOFSOFTWAREDEVELOPMENTIN LANGUAGESSUCHAS#6ISUAL"ASIC#ANDEVEN*AVA
)NTHEFALLOF2OBDECIDEDTHATTHEDAYSOFHOMEBREWANDCUSTOM SOFTWAREDEVELOPMENTWEREBECOMINGATHINGOFTHEPASTANDSOHELOOKEDTO IMPLEMENTINGSOFTWAREWITHIN3HARE0OINT!S-ICROSOFTREADIEDTOLAUNCH 3HARE0OINT2OBTOOKATECHNICALDEVELOPMENTPOSITIONWITH0ORTAL 3OLUTIONS,,#ANESTABLISHEDCONSULTINGFIRMIN2OCKVILLE-$53!AND ACCELERATEDHISCAREERIN3HARE0OINTDEVELOPMENTONWHATWASTHENTHE
"ETAVERSIONOFTHEPRODUCT
3INCE2OBHASGROWNWITH3HARE0OINTANDHASDESIGNEDDEVELOPEDANDDEPLOYEDVARIOUS HIGHPROFILECUSTOMERWEBSITESASWELLASINTRANETANDEXTRANETSOLUTIONSONTHE3HARE0OINTAND 3HARE0OINTPLATFORM
4HESEDAYS2OBWORKSEXCLUSIVELYASA3HARE0OINT!RCHITECTWHENNOTWRITINGORREVIEWING BOOKS ANDCONTINUESTODESIGNANDBUILDCUSTOM3HARE0OINTSOLUTIONSWITH0ORTAL3OLUTIONS!S -ICROSOFTCONTINUESTOINVESTINTHE3HARE0OINTPRODUCT2OBPLANSTOCONTINUESTAYINGAHEADOFTHE 3HARE0OINTTECHNOLOGYCURVEANDTODISSEMINATENEWANDINTERESTINGINFORMATIONTOANYONEWHOCARES TOREADHISWORDS
7HENNOTWORKING2OBENJOYSSPENDINGTIMEWITHHISFAMILYANDENJOYINGALLTHEFUNACTIVITIESTHAT THE$#METROAREAHASTOOFFER
About the Technical Reviewer
Daniel Cohen-DumaniISFOUNDERAND#%/OF0ORTAL3OLUTIONSASUCCESSFUL PRACTICEFOCUSINGON-ICROSOFT3HARE0OINTSOLUTIONS$ANIELHASMORETHANYEARS EXPERIENCEINTHECOMPUTERSCIENCEFIELD0RIORTOFOUNDING0ORTAL3OLUTIONS-R
#OHEN$UMANIWAS#HIEF4ECHNOLOGY/FFICERFOR/N#AMPUS-ARKETINGALEADING FIRMFORTHECOLLEGEFUNDRAISINGMARKETPLACE-R#OHEN$UMANIWAS#)/FOR
%XECUSTAYBY-ARRIOTTFROMTOWHEREHESUCCESSFULLYBUILTATECHNOLOGY ORGANIZATIONTOSUPPORTTHECOMPANYMISSIONANDGROWTHSTRATEGY-R#OHEN
$UMANIEARNEDA-ASTER$EGREEIN#OMPUTER3CIENCEFROMTHE3WISS&EDERAL )NSTITUTEOF4ECHNOLOGYIN,AUSANNE3WITZERLAND
XVII
Acknowledgments
)WOULDLIKETOTAKETHISOPPORTUNITYTOTHANKTHEFOLLOWINGPEOPLEFORTHEIRSUPPORTANDENCOURAGEMENT INMYWRITINGOFTHISBOOK
'RAHAM*OHN'ARRETTMYFATHERWHOINTRODUCEDMETOCOMPUTERPROGRAMMINGONHISFIRST
#OMMODOREBITHOMECOMPUTER(ADHENOTDONESOPERHAPS)WOULDNEVERHAVEENDEDUPINTHE COMPUTERBUSINESS
*ESSICA+APLANMYSWEETHEARTWHOTIRELESSLYENCOURAGEDMETOWRITETHISBOOKFEDANDWATERED MEDURINGSOMEOFTHELONGCHAPTERSANDPROVIDEDMEWITHENDLESSEMOTIONALSUPPORTWHEN)BECAME FATIGUED
$ANIEL#OHEN$UMANIMYBOSSANDESTEEMEDCOLLEAGUEAT0ORTAL3OLUTIONSWHOISBOTHTHE TECHNICALREVIEWEROFTHISBOOKANDMYINSPIRATIONINTHEFIELDOF3HARE0OINT
!LLMYCOLLEAGUESAT0ORTAL3OLUTIONSMANYOFWHOMSUFFEREDNOEMBARRASSMENTINASKINGFORAPLUG INMYBOOKTHISISFORYOUANDFORTHEIRSHAREDKNOWLEDGEOF3HARE0OINT
-YCHILDREN3IMONAND"ELLAFORBEINGYOUANDFORLOVING$ADDYUNCONDITIONALLY
Introduction
(ELLOANDWELCOMETOPro SharePoint 2010 Administration-YNAMEIS2OBANDTOGETHERWEAREABOUT TOSPENDCHAPTERSDISCOVERINGADMINISTRATIONOFTHELATESTVERSIONOF3HARE0OINT
3HARE0OINTADMINISTRATIONCANBEINTIMIDATINGTOANYONELOOKINGATTHEPLATFORMFORTHEFIRSTTIME ANDSO)HAVEWRITTENTHISBOOKTOCOVERALLTHEMAJORAREASANDDEMONSTRATECONFIGURATIONINASTEPBY STEPFASHION#HAPTERKICKSOFFWITHANOVERVIEWOFTHENEW3HARE0OINTPLATFORMITSCHANGESFROM THEPREVIOUSPRODUCTVERSIONANDWHATYOUCANEXPECTOFTHENEWFEATURES
)NTHISBOOKYOUAND)WILLWALKTHROUGHTHEINSTALLATIONOFA3HARE0OINT3ERVERONANEW 7INDOWSSERVER)LLHIGHLIGHTTHEPREREQUISITESFORTHEINSTALLATIONANDTHEMINIMUMHARDWAREAND OPERATINGSYSTEMSOFTWAREREQUIREMENTS)FYOUREASEASONED3HARE0OINTADMINISTRATORANDHAVE PERFORMEDMANYINSTALLATIONSOF3HARE0OINTBEFOREYOUMIGHTGAINADDITIONALINSIGHTINWHAT)HAVE WRITTENIFYOUARENOT#HAPTERSERVESASAGREATINSTRUCTIONSETFORANYONELOOKINGTOINSTALL3HARE0OINT FORTHEFIRSTTIME
7ITH3HARE0OINTINSTALLEDWEEMBARKONTHEJOURNEYTHROUGHTHEVARIOUSAREASOF3HARE0OINT THROUGHOUT#HAPTERSWHICHINCLUDEDETAILONTHESETOPICS3ECURITYAND0OLICY5SERSAND5SER 0ROFILES3OCIAL.ETWORKING$OCUMENTS2ECORDSAND-ETADATA"USINESS)NTELLIGENCE-ICROSOFT/FFICE )NTEGRATIONAND(EALTHAND$ISASTER2ECOVERY
9OUMAYBEASKINGh7HYNOCHAPTERON3EARCHv)CONSIDEREDITBUTTHESEARCHCAPABILITIESIN 3HARE0OINTAREVASTANDWITHTHENEW&!34%NTERPRISE3EARCH0LATFORMINCLUDEDASANOPTIONIN 3HARE0OINT%NTERPRISE)DECIDEDTHATSEARCHWASBESTLEFTTOADEDICATEDBOOKONTHESUBJECT
4HANKYOUFORYOURINTERESTINMYBOOK)HOPEYOUHAVEASMUCHFUNREADINGITAS)DIDWRITINGIT) AMALWAYSINTERESTEDINREADERFEEDBACKSOFEELFREETOVISITMYBLOGATHTTPBLOGROBGARRETTCOMOR WRITEMEANEMAILATFEEDBACK ROBGARRETTCOM%NJOY
A word about the Target Audience
4HETITLEGIVESITAWAY—THISBOOKISFOCUSEDON3HARE0OINTADMINISTRATORSORBUDDINGADMINISTRATORS BUTTHATISNOTTOSAYTHATTHISBOOKHASNOVALUEFORBUSINESSEXPERTSORDEVELOPERAUDIENCES)’VETRIEDTO WRITETHISBOOKTOAPPEALTOANYONEWITHANINTERESTIN3HARE0OINT—INSTALLINGITCONFIGURINGITAND USINGMANYOFTHEBESTFEATURESTHEPLATFORMHASTOOFFER
)FYOURENEWTO3HARE0OINTCONGRATULATIONSONJOININGALARGECOMMUNITYOFLIKEMINDED
3HARE0OINTENTHUSIASTSYOULLGAINAWEALTHOFINFORMATIONABOUTGREENFIELDINSTALLATIONCONFIGURATION ANDADMINISTRATIONOF3HARE0OINTFROMMYBOOK&ORTHOSEAUDIENCEMEMBERSFAMILIARWITH 3HARE0OINTTHISBOOKSERVESASGREATREFERENCEMATERIALANDBESTPRACTICEFORWHATYOUMAYALREADY KNOW&ORTHECASUALREADERINTHEBOOKSTORETHISBOOKSHOULDHOPEFULLYWHETYOURPALETTEFORWHAT 3HARE0OINTHASTOOFFERANDPROVIDEYOUANOVERVIEWIFYOURECURIOUSABOUTWHAT3HARE0OINTISOR IFYOUREINTERESTEDINFINDINGOUTHOWTHEPLATFORMHASCHANGEDSINCETHEPREVIOUSVERSION
SharePoint 2010 Overview
(ELLOANDWELCOMETO3HARE0OINT-ICROSOFT3HARE0OINTHASJOURNEYEDALONGWAYSINCETHEEARLY DAYSOFAND3HARE0OINT0ORTAL3ERVER3HARE0OINTADMINISTRATORSANDDEVELOPERSJUMPEDFOR JOYINWHEN-ICROSOFTLAUNCHED-ICROSOFT/FFICE3HARE0OINT3ERVER-/33 BECAUSETHAT VERSIONSHIPPEDWITHMANYMOREFEATURESANDENHANCEMENTSTHATMEANT3HARE0OINTHADTRULYBECOMEA hPLATFORMvOFSUBSTANCE.OW)AMPLEASEDTOWRITEABOUTTHELATESTVERSIONOFTHE3HARE0OINT
PLATFORM3HARE0OINT3ERVER
9OUMIGHTBEANEXPERIENCED3HARE0OINTADMINISTRATORORDEVELOPEROR3HARE0OINTMIGHTBEANEW PROJECTTHATYOURORGANIZATIONISUNDERTAKINGANDYOUAREREADINGTHISBOOKTOGAINMOREKNOWLEDGEAND INSIGHTINTOTHEPRODUCT7HETHERYOUARELOOKINGTO3HARE0OINTASYOURNEWPLATFORMFOR)NTRANET
%XTRANETPUBLIC7EB3ITEOR"USINESS)NTELLIGENCEINFRASTRUCTUREIMPLEMENTINGANEWINSTALLATIONOR UPGRADINGFROM-/33THISBOOKISFORYOU!STHETITLEINDICATESTHISBOOKTARGETS3HARE0OINT
!DMINISTRATIONBUT)AMCONFIDENTTHATANYONEINTERESTEDIN3HARE0OINTINANYWAYWILLGLEANSOME USEFULINFORMATIONFROMTHETEXTINTHESEPAGES!TTHEVERYLEASTTHISBOOKWILLSHOWYOUHOWTOINSTALL THEPRODUCTTHERIGHTWAYIN#HAPTER
What Is SharePoint?
7HATEXACTLYIS3HARE0OINT!SKANYONEINTHEKNOWANDYOUWILLLIKELYGETADIFFERENTFLAVOROFANSWERTO THISQUESTIONITISKINDOFLIKEASKINGh7HATDOPOTATOESTASTELIKEv)TALLDEPENDSONWHOMYOUASKAND HOWYOUCOOKTHEM4HEFOLLOWINGQUOTEISFROMTHE-ICROSOFT3HARE0OINTWEBSITE
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
4HATSTATEMENTISSOMEWHATVAGUESO)SHALLTRYTODISTILLTHEANSWERTOOURQUESTION4HEVERYCORE OF3HARE0OINTISAWEBBASEDCOLLABORATIVEPLATFORMTHATALLOWSUSERSTOSHAREDOCUMENTSANDLISTSOF INFORMATIONRENDERREPORTSANDDATADASHBOARDSANDPRESENTWEBPAGESOFINFORMATIONINTHE ENTERPRISETHATISYOURORGANIZATION&IGURESHOWSTHEMAJORCAPABILITYAREASTHATMAKEUPTHE 3HARE0OINTPLATFORMWELLEXAMINEALLOFTHEMINTHISCHAPTER
Figure 1-1. Major capability areas of the SharePoint 2010 platform
3HARE0OINT&OUNDATIONVERSUS3HARE0OINT3ERVER
"EFOREGOINGANYFURTHERLETMECOMPAREh3HARE0OINT&OUNDATIONvWITHWHATYOUPAYFORWHENYOUBUY h3HARE0OINT3ERVERv
/NCEUPONATIME3HARE0OINTCOLLABORATIONAND#ONTENT-ANAGEMENT3YSTEMWERETWODISTINCT PRODUCTS-ICROSOFTTHENDECIDEDTOMERGETHETWOANDBUILDTHECONTENTMANAGEMENTSYSTEM#-3 ATOPAFREECOLLABORATIONPLATFORMCALLED7INDOWS3HARE0OINT3ERVICES733 3HARE0OINT0ORTAL3ERVER EXISTEDASAPURCHASABLESERVERPRODUCTWITH#LIENT!CCESS,ICENSES#!,S ANDOPERATEDATOPOF 733WHICHSHIPPEDFREEWITH7INDOWS3ERVER7HEN-ICROSOFTRELEASED3HARE0OINTTHEY RENAMEDTHESERVERPORTIONAS-ICROSOFT/FFICE3HARE0OINT3ERVERWHICHBUILTONVERSIONOF 733AGAINFREEWITHA7INDOWS3ERVERLICENSE-/33INTRODUCEDANUMBEROFFUNCTIONALCOMPONENTS FORORGANIZATIONSTOBUILDENTERPRISESOLUTIONSWITHTHEAPPROPRIATELICENSINGANDTHEWHOLEPLATFORM LEVERAGEDTHECORECOLLABORATIONMODELTHATWAS733ATTHECORE
7ITHTHEINTRODUCTIONOF3HARE0OINT-ICROSOFTHASRELABELEDITSPLATFORMPRODUCT7HATWAS ORIGINALLY733-ICROSOFTNOWCALLS3HARE0OINT&OUNDATION-ICROSOFTAPTLYNAMEDTHESERVER PORTIONOFTHEPLATFORMh3HARE0OINT3ERVERv'ENERALLY)LLUSETHEBROADTERMh3HARE0OINTv TOREFERTOTHEFULLSERVERPRODUCTANDTHETERMh&OUNDATIONvWHENEXPLICITLYTALKINGABOUTTHEFREE COLLABORATIONOFFERING(OWEVERYOUMIGHTSEEMEREFERENCETHETERM3HARE0OINTWHENTHECONTEXT APPLIESTOONEORTHEOTHER
/NLYSOMEOFTHECOMPONENTAREASMENTIONEDIN&IGUREEXISTINTHE3HARE0OINT3ERVER PRODUCTAND-ICROSOFTENABLESVARIOUSFEATURESOFTHESEAREASDEPENDINGONTHELICENSEVERSION
3TANDARDOR%NTERPRISE4HEFOLLOWINGSUBSECTIONSEXPLAINTHEWEDGESOFTHE3HARE0OINTDONUTIN&IGURE INMOREDETAIL
3ITES
!TTHECOREOFTHECOLLABORATIONANDFOUNDATIONMODELAREhSITESv3HARE0OINTMANAGESSITEHIERARCHIES AShSITECOLLECTIONSvWHEREEACHSITEWITHINASITECOLLECTIONEXISTSASACONTAINERFORLISTSDOCUMENT LIBRARIESPAGESMETADATACONTENTTYPES ANDOTHERELEMENTS!3HARE0OINTSITEPROVIDESCOLLABORATION ACCESSTOUSERSINTHEENTERPRISETOCOLLABORATEONDOCUMENTSWORKWITHDATAANDREVIEWDISPLAYSSUCH ASDATADASHBOARDS%ACHSITEREPRESENTSASINGLENODEINTHESITECOLLECTIONSTRUCTURE3ITESMAYAND OFTENDO CONTAINSUBSITESWITHTHESITECOLLECTIONCOMPRISINGTHEHIERARCHYOFAN
)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-ANAGEMENTTECHNOLOGYINPAGELIBRARIESSOMETHINGTHATIN-/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
ASSECUREORROBUSTAS31,3ERVER!CCESSDOESALLOWENDUSERSTOQUICKLYEVOLVEARELATIONALDATABASETO SHAREDATAWITHPEERS!CCESS3ERVICESENABLESUSERSTOHOST!CCESSDATABASEFILESIN3HARE0OINTTOAVOID THEPROBLEMOFMULTIPLEFILECOPIESANDUSERLOCKSONSHAREDDATABASEFILES
%XCEL3ERVICESAREASPOWERFULASTHEPREVIOUSVERSIONIN-/33ANDALLOWENDUSERSTOHOST
%XCELWORKBOOKSANDSHEETSIN3HARE0OINTFORDISPLAYWITHOUTREQUIRINGENDUSERSTOHAVE-ICROSOFT
%XCELINSTALLEDONCLIENTMACHINES)NARELATEDVEIN)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$ESIGNERATOOLFORDEVELOPERSANDDESIGNERSTOEDIT3HARE0OINTSITE COLLECTIONCONTENTWITHINA3MART#LIENTENVIRONMENT3HARE0OINT$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$ATAEXPERTSMAYPUBLISHINTERACTIVE REPORTSWHICHALLOWUSERSTODRILLDOWNTODATAWITHFILTERINGALLWITHTHEPOWEROF0ERFORMANCE0OINT
3ERVICES/RGANIZATIONSTHATDECIDENOTTOUSE003CANSTILLBENEFITFROMRUDIMENTARYCHARTWEBPARTSAND +0)LISTSTOSHOWREALTIMEDATAFROM"#3AND3HARE0OINTLISTSOURCES
#ONTENT
4HEcontentWEDGECOVERSWHAT-/33CALLED%NTERPRISE#ONTENT-ANAGEMENT%#-AIMSTODRIVEUSER ADOPTIONTHROUGHCONTENTTRANSPARENCYANDINCREASEDCONTENTVALUEPROVIDERECORDSMANAGEMENT POLICYFORCONTENTANDREDUCEORGANIZATIONALCOSTSBYDECREASINGSTORAGEREQUIREMENTSFORCONTENT3O WHATDOESTHISMEAN
2ECORDSMANAGEMENTPOLICYAUDITINGRETENTIONANDSOONISNOWWOVENINTOALLDOCUMENT LIBRARIESINTHE3HARE0OINTPLATFORM-/33INTRODUCEDBASICRECORDSMANAGEMENTASA FEATUREENABLEDINTHERECORDSCENTERSITEDEFINITION2ECORDSMANAGEMENTANDPOLICYAREPERTINENTTO ALLCONTENTIN3HARE0OINTSO-ICROSOFTHASENSUREDAVAILABILITY$EFINITIONOFPOLICYISNOTJUSTLIMITEDTO THE3HARE0OINTCONTEXT/FFICEDOCUMENTSTHATFLOWINANDOUTOF3HARE0OINTRETAINPOLICYCOMPLIANCE SOTHATEVENIFUSERSPASSADOCUMENTAROUNDVIAEMAILOUTSIDE3HARE0OINTTHEORIGINALPOLICYINTENDED BYTHEDOCUMENTCREATORREMAINSPRESERVED
$ECREASINGSTORAGECOSTSANDREDUCINGCONTENTCLUTTERWASALWAYSADIFFICULTPROCESS5SING 3HARE0OINT%#-ANDMULTISTAGERETENTIONPOLICIESSEE&IGURE ADMINISTRATORSMAYNOW DECIDEHOWMUCHCONTENTREMAINSONLINEANDWHATCONTENTMEETSPOLICYFORARCHIVAL
Figure 1-3. Policy options
3EARCH
SearchHASALWAYSEXISTEDASACORNERSTONEOF3HARE0OINT"EGINNINGIN-/333EARCHCAMEINTOITS OWNBYPROVIDINGFEDERATIONOFTHIRDPARTYCONTENTASWELLASINDEXINGOFINTERNAL3HARE0OINTDATATO ALLOWUSERSTOFINDINFORMATIONRAPIDLY
3EARCHISNOMIRACLEWORKERANDITRELIESONTHEDILIGENCEOFCONTENTOWNERSTOCLASSIFYCONTENT CORRECTLYUSINGCONTENTTYPESCONTEXTANDSOONTOASSISTTHESEARCHCRAWLERANDQUERYENGINESIN 3HARE0OINTTOINDEXANDRETRIEVECONTENTONDEMAND3HARE0OINTNOWENHANCESTHESEARCHOFFERING INTHEPLATFORMANDPROVIDESTWOCHOICESFOR3HARE0OINTARCHITECTS%NTERPRISE3HARE0OINT3EARCHOR
&!343EARCH3HARE0OINT%NTERPRISE3EARCHWORKSMUCHLIKE-/33BUTWITHMOREBELLSAND WHISTLES&!34ONTHEOTHERHANDISAN%NTERPRISE3EARCH0LATFORMINENTIRETYANDBECAUSEOFTHEHIGH COSTPREMIUM-ICROSOFTAIMS&!34ATLARGESCALEORGANIZATIONSWITHLARGEAMOUNTSOFDATAANDHEAVY SEARCHDEMANDSAKINTODEDICATED'OOGLE3EARCH!PPLIANCEFORTHEIRSITE
7HETHERYOUCHOOSE%NTERPRISE3HARE0OINT3EARCHOR&!343HARE0OINT3EARCHAIMSTOHELP YOURUSERSFINDTHEIRCONTENTQUICKERPROVIDEDRILLDOWNANDREFINEMENTCAPABILITIESANDASSIST CONNECTIONTOOTHERSSOCIALNETWORKING BYSEARCH2EFINEMENTSARENEWTO3HARE0OINTAND PROVIDEFACETFILTERINGOFCONTENTACOMMONFEATUREINANYENTERPRISESEARCHAPPLICATION4HE-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
PROVIDES.EWFUNCTIONALITYIN3HARE0OINTISAVASTTOPICAS-ICROSOFTHASINCLUDEDMANYNEW FEATURESANDCAPABILITIESINTHENEWPLATFORM(OWEVER)TRYTOINCLUDEMOSTOFTHESIGNIFICANTCHANGESIN THISSECTION
$ONOTWORRYIFSOMEOFTHEFEATURESANDTERMINOLOGYMENTIONEDINTHISSECTIONARENEWTOYOU
&OLLOWINGTHISSECTION)LLTAKEAGRASSROOTSAPPROACHTO3HARE0OINTANDWALKYOUTHROUGHTHE
3HARE0OINTUSERINTERFACEANDBASELINEFUNCTIONALITYCREATIONOFSITESLISTSUSEOFWEBPARTSANDSOON
4HE#ENTRAL!DMINISTRATION7EB3ITE
&ORTHOSEEXPERIENCEDWITH3HARE0OINTPERHAPSCOMINGFROMA-/33BACKGROUNDTHE#ENTRAL
!DMINISTRATION7EB3ITECOMESASNOSURPRISEBUTYOUSHOULDKNOWTHATTHEPRESENTATIONANDLAYOUTIS VERYDIFFERENTFROMTHATOF-/33#ENTRAL!DMIN4HOSENEWTO3HARE0OINTWILLSEETHATLIKE ALMOSTEVERYTHINGIN3HARE0OINTTHEADMINISTRATIONUSERINTERFACEOF3HARE0OINTISWEBBASEDAND THE#ENTRAL!DMINWEBSITEISTHEMAINUSERINTERFACEFORMAKINGCONFIGURATIONCHANGES
Note Not all configuration uses the Central Admin Web Site; see Chapter 2 for details about the use of
PowerShell and the STSADM command-line tool.
&IGURESHOWSASCREENSHOTFROMTHE#ENTRAL!DMINSITEIN3HARE0OINT
Figure 1-4. SharePoint 2010 Central Administration web site
)LLDELVEINTOTHEINSANDOUTSOFTHE#ENTRAL!DMINISTRATIONWEBSITE#ENTRAL!DMINFORSHORT IN
#HAPTER&ORTHEBENEFITOFTHOSECOMINGFROM-/33THEFOLLOWINGARESOMENOTEWORTHY CHANGES
• -ICROSOFTHASDROPPEDTHE/PERATIONSTABANDTHE!PPLICATION-ANAGEMENTTAB ISNOWASECTIONONTHEHOMEPAGEOF#ENTRAL!DMIN
• #ENTRAL!DMINDISPLAYSLINKSTOCOMMONOPERATIONSUNDEREACHOFMAINSECTION HEADINGS#LICKINGTHESECTIONTITLETAKESTHEADMINISTRATORTOADEDICATEDPAGEFOR THESECTIONANDMORELINKOPERATIONS
• 4HEREISNO3HARED3ERVICE0ROVIDERLISTOR330!DMINISTRATION7EBSITE3HARED 3ERVICESNOWEXISTAS-ANAGED3ERVICE!PPLICATIONSUNDERTHE-ANAGE
!PPLICATIONSSECTION
• ,IKEALL3HARE0OINTSITES#ENTRAL!DMINRELIESONTHE2IBBONTODISPLAYICONS FORCOMMONCONTEXTUALOPERATIONS
• &IGURESHOWSAREDBARINDICATINGTHAT3HARE0OINTNEEDSSOMEATTENTIONTHIS WASGENERATEDBYTHE(EALTH!NALYZER3ERVICEMOREONTHISIN#HAPTER
• 3OMEOFTHEOPERATIONSIN3HARE0OINTCAUSEADIALOGTODISPLAY$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
AVAILABLETOTHEUSERMANYFORFUNCTIONSTHATDIDNOTMAKESENSEINAGIVENCONTEXT&OREXAMPLEIFA USERISINSERTINGATABLEINTOA7ORDDOCUMENTTHENITISAFAIRASSUMPTIONTHATTHEUSERWANTSTOSEE FUNCTIONSCONCERNINGTABLEFORMATTINGANDCONFIGURATION.OWWITH3HARE0OINTUSERSCANEXPECT THESAMEUSEREXPERIENCEWITHTHE2IBBONASTHATOFOTHER/FFICEAPPLICATIONS
SharePoint Designer
)CANNOTDISCUSSTHEUSERINTERFACEOF3HARE0OINTWITHOUTMENTIONINGTHEINTEGRATIONOF3HARE0OINT
$ESIGNER3HARE0OINT$ESIGNER30$ HASALWAYSALLOWED5)DESIGNERSANDDEVELOPERSACCESSTO MORE3HARE0OINTBACKENDFUNCTIONSANDTHEABILITYTOMAKECHANGESTOTHEBRANDINGLOOKANDFEEL OFA 3HARE0OINTSITECOLLECTION(OWEVER30$ISMUCHMORETHANADESIGNTOOLFORCHANGINGLOOKANDFEEL
DEVELOPERSMAYINTERACTWITH3HARE0OINTLISTSANDCONFIGUREPROPERTIESTHATAUSERISUNABLETOCONTROL THROUGHTHEWEBINTERFACE30$ALSOALLOWSMANIPULATIONOFTHESOPHISTICATEDMETADATAMODELCONTENT TYPESANDSOONANDWITHTHEINTRODUCTIONOF"USINESS#ONNECTIVITY3ERVICES"#3 30$ALLOWS DEVELOPERSTOCREATEEXTERNALCONTENTTYPESANDASSOCIATEDWORKFLOWWITHEXTERNALDATAALLWITHOUT WRITINGANYCUSTOMCODE
30$ISNOLONGERASILENTAPPLICATIONTHATONLYDEVELOPERSANDDESIGNERSKNOWABOUT4HEWEB INTERFACECONSISTSOFFUNCTIONALREFERENCESTOLAUNCH30$ONTHEFLYTOCONFIGUREASPECTSOFTHESITEORLIST INCONTEXT&IGURESHOWSTHE3ITE!CTIONSMENUINATYPICAL3HARE0OINTPUBLISHINGSITEWITHTHE ABILITYFORSITEOWNERSTOEDITTHECONTEXTUALSITEIN30$
Figure 1-5. The Site Actions menu and the existence of SharePoint Designer functions
)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
/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
3HARE0OINTINCLUDESactive monitoringCAPABILITIESANDUSERSMAYSELECTEVENTSTHEYWISHTO TRACKINTHEIRPROFILE&IGURE !SEVENTSOCCURINA3HARE0OINTCOMMUNITYTHENEWSFEEDOFAUSERS SITEREFLECTSCHANGESAGAINSIMILARTOTHEWAY&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 DISPLAYSTHECURRENTSOCIALHAPPENINGSFORTHECURRENTUSERASNAPSHOTOFCURRENTNEWSTHATINCLUDES RECENTBOOKMARKSACTIVEEVENTSOFCOLLEAGUESFOLLOWEDANDANYEXTERNALNEWSFEEDSTHATTHE
ORGANIZATIONELECTSTOINCLUDE
7IKI0AGES
"YDEFAULTALLNEW3HARE0OINTTEAMSITESUSEWIKIPAGESFORDISPLAYOFCONTENT0UBLISHINGSITESUSE PAGELAYOUTS 4HISCHANGEENHANCESTHECAPABILITIESFORSITEOWNERSCOMPAREDTOTHELEGACYAPPROACHIN -/33USINGWEBPARTPAGES7IKIPAGESALLOWFLUIDANDDYNAMICLAYOUTANDINCLUSIONOFWEBPARTS
ANDLISTSINANYPARTOFTHEPAGE7IKIPAGESPROVIDESITEOWNERSWITHMUCHMORECONTROLOVERTHE PRESENTATIONOFTHEIRSITESIMILARTOOFTHECONTROLAVAILABLETOCONTENTOWNERSUSINGTHE0UBLISHING FEATURESOF3HARE0OINT
Figure 1-9. Wiki pages default in team sites
&IGURESHOWSATYPICALTEAMSITEPAGEINEDITMODEWITHTHEABILITYTOCHANGETHEPAGELAYOUT BECAUSETHISPAGEISAWIKIPAGE
%NTERPRISE#ONTENT-ANAGEMENT
Enterprise Content Management (ECM) UMBRELLASTRADITIONALCONTENTMANAGEMENTWEBANDDOCUMENT WITHSOCIALCOMPUTINGANDSEARCHTOPROVIDEUSERSOF3HARE0OINTWITHAPLATFORMTOMANAGESTOREAND RETRIEVETHEIRCONTENT-ICROSOFTDESIGNEDTHE%#-PLATFORMASEASYTOUSEANDSINGLELOCATIONWITHIN 3HARE0OINTFORSTORAGEANDMANAGEMENTOFDOCUMENTSRECORDSWEBCONTENTANDMEDIA
Document Management
!TITSCORE3HARE0OINTPROVIDESDOCUMENTSTORAGEINDOCUMENTLIBRARIESBUTDOCUMENTMANAGEMENTIN 3HARE0OINTISMUCHMORETHANTHESTORAGEOFDOCUMENTS$OCUMENTMANAGEMENTINCLUDESTHE
MANAGEMENTOFDOCUMENTLIFECYCLERETENTION CATEGORIZATIONMETADATATAGGING ACCESSIBILITY DOCUMENT)$S ANDRELATIONSHIPSDOCUMENTSETS 3HARE0OINTNOWBAKESTHESEMAJORDOCUMENT MANAGEMENTPRINCIPLESINTOTHEPLATFORMANDUSERSMAYACCESSTHESEFEATURESFROMANYDOCUMENT LIBRARYINANYSITECOLLECTION3HARE0OINTPROVIDESTHEFOLLOWINGNEWFEATURESASPARTOFTHE DOCUMENTMANAGEMENTCAPABILITY
• 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 DOCUMENTSETISFORPROPOSALWORKPROPOSALSTYPICALLYCONSISTOFSEVERAL
DOCUMENTSEACHWITHALIFECYCLEANDCREATIONPROCESSOFITSOWN ANDAPROPOSAL CANONLYEXISTINENTIRETYWITHALLTHERELEVANTDOCUMENTPIECESTOGETHER7ITH DOCUMENTSETSDIFFERENTUSERSMAYWORKONDIFFERENTAREASOFTHEPROPOSALAS INDIVIDUALFILESINTHESETANDWHENALLISCOMPLETETHESETREPRESENTSTHE COMPLETEDPROPOSAL
• Metadata and Tagging ARECOVEREDIN#HAPTEROFTHISBOOK4AGGINGOF DOCUMENTSANDCONTENTIN3HARE0OINTHELPSUSERSRETRIEVEDOCUMENTSAND CONTENTMOREEASILYASTHISMECHANISMOFCATEGORIZATIONASSISTSTHE3HARE0OINT SEARCHENGINETOPINPOINTDESIREDDOCUMENTS!SYOULLSEETHE-ANAGED -ETADATA4AXONOMYSERVICEPROVIDESSTRUCTUREDANDHIERARCHICALTAGGINGTERM SETSANDTERMS FROMWHICHUSERSCANCHOOSETAGSBASEDONADMINISTRATION CONFIGURATIONORUSERSMAYINVENTTHEIROWNTAGSBYWAYOFenterprise keywords 3HARE0OINTALSOPROVIDESFOROTHERCATEGORIZATIONMECHANISMSSUCHASTHEUSEOFCONTENT TYPESANDTHERICHINHERITANCEMODELTHATCONTENTTYPESPROVIDE7ITHTHEADOPTIONOFSOCIALCOMPUTING -ICROSOFTHASINCLUDEDRATINGCONTROLINTOLISTSANDDOCUMENTLIBRARIESANDUSERSMAYALSOhLIKEv DOCUMENTANDLISTCONTENTANDTAGTHISCONTENTFORVIEWONTHEIRNEWSFEEDOFTHEIR-Y3ITE
Records Management
3HARE0OINTOPENSUPTHEFEATUREOFRECORDSMANAGEMENTTOALLSITECOLLECTIONSNOTJUSTTHE2ECORDS
#ENTER SOUSERSCANCHOOSETOENACTPOLICYONDOCUMENTSASRECORDSTHROUGHOUTTHEIR3HARE0OINT CONTENTINFRASTRUCTURE4HE3HARE0OINT2ECORDS#ENTERSITEDEFINITIONSTILLEXISTSFORTHOSEORGANIZATIONS WHOWANTACENTRALIZEDREPOSITORYFORSTORAGEOFDOCUMENTSASRECORDSBUTUSERSMAYNOWTAKE ADVANTAGEOFRECORDSRETENTIONANYWHEREDOCUMENTSRESIDE-ICROSOFTTERMSTHISFUNCTIONALITYin-place records management
7HILEVIEWINGADOCUMENTLIBRARYWITHINPLACERECORDSMANAGEMENTENABLEDUSERSMAYMANUALLY DECLAREADOCUMENTASARECORDAND3HARE0OINTWILLLOCKTHEDOCUMENTFOREDITANDDELETEACCORDINGTO POLICYSETTINGS 3HARE0OINTDENOTESADOCUMENTRECORDWITHAPADLOCKICON3ITEOWNERSMAYALSO AUTOMATETHEDELEGATIONOFDOCUMENTSTORECORDSWITHWORKFLOW
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-EDIA0LAYER7EB0ARTA3ILVERLIGHTMEDIACONTROLWRAPPEDINAWEB PARTSOTHATSITEPAGEOWNERSMAYDISPLAYSTREAMINGVIDEO4HISWEBPARTREMOVESTHEHEADACHEOF ENSURINGVISITORSTOTHE3HARE0OINTSITEHAVETHECORRECTMEDIAPLAYERPLUGININSTALLEDINTHEIRBROWSER!S LONGASEVERYUSERHAS3ILVERLIGHTINSTALLEDITSEASYTODOWNLOADANDINSTALLVIATHEWEBPART USERSCAN VIEWSTREAMINGMEDIAWITHOUTCOMPLEXITY
Web Content Management
7EB#ONTENT-ANAGEMENT7#- ISAVASTTOPICANDTHISSMALLSECTIONINTHISOVERVIEWCHAPTERCANNOT DOJUSTICETOTHEFEATURESTHAT7#-PROVIDES-ICROSOFTINTRODUCEDTHEpublishingFEATUREIN-/33 WHICHEMBRACED7#-ANDALLOWEDOWNERSOFPUBLICFACINGWEBSITESTOHOSTTHEIRSITESIN3HARE0OINT 7#-ATTHEBASICLEVELPROVIDES
• WYSIWYG authoring!NDTHE2IBBONHARMONIZESWITHTHERICHINPLACEPAGE EDITINGTHATCONTENTOWNEREXPECTWHENEDITINGPUBLICFACINGWEBPAGES
• Approval workflow-AINTAININGWEBSITEINTEGRITYBYENSURINGANAPPROVAL PROCESSBEFOREPUBLISHINGTOTHEPUBLIC
• Versioning and Check-out4HESEALLOWROLLBACKTOAPREVIOUSEDITEDOR PUBLISHEDVERSIONANDCHECKOUTTOENSURETHATTHEREISNOCOLLISIONWHENTWO CONTENTOWNERSREQUIREEDITOFASINGLEPIECEOFCONTENT
• Page layout4HESEPARATIONOFCONTENTMETADATA 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
INFRASTRUCTUREIN3HARE0OINTISTOUNDERSTANDTHELIMITATIONSOFTHE3304HE330WASANDSTILLISASINGLE POINTOFFAILUREANDPERFORMANCEBOTTLENECKINA3HARE0OINTFARM4HE330APPLICATIONANDSITE COLLECTIONMAINTAINTHECONFIGURATIONFOR!,,SHAREDSERVICESINTHEFARMALONGWITHTHE330DATABASE 3EARCHUSERPROFILESAND"USINESS$ATA#ATALOGTIGHTLYCOUPLEWITHTHE330CONFIGURATIONSOIFTHE330 DIESTHENTHEADMINISTRATORISLOOKINGATSEVERALDAYSTORECONFIGURESEARCHUSERPROFILES"$#ANDSO ONINTHEFARM7HATHAPPENSIFTHE3HARE0OINTFARMDESIGNTEAMWISHESTOHOSTSEARCHONONESERVER ANDUSERPROFILESERVICESONANOTHER4HESHORTANSWERTHEYCANNOTWITH-/33THEYCANCREATESEVERAL QUERYANDINDEXSERVERSBUTSEARCHCONFIGURATIONREMAINSATTHE330
)TSASIF-ICROSOFTTOOKALARGEHAMMERANDCRACKEDOPENTHE330ANDPULLEDOUTALLTHESERVICESINTO THEIROWNAPPLICATIONS7HILEPIECINGTHEPARTSTOGETHER-ICROSOFTALSOCREATEDAHOSTOFNEWSERVICE APPLICATIONS%SSENTIALLYAMANAGEDSERVICEAPPLICATIONISANAPPLICATIONTHATPERFORMSADEDICATEDTASK ANDHASASERVICEINTERFACE3ERVICE/RIENTED!RCHITECTURE 3HARE0OINTCOMMUNICATESWITHTHESERVICE APPLICATIONVIAACLIENTCALLEDAPROXY%ACHSERVICEAPPLICATIONLEVERAGESONEORSEVERALCONTENT DATABASESASOPPOSEDTOASHAREDDATABASEUSEDBYTHELEGACY330 ANDMAINTAINSAUTONOMYFROMTHE FARMINWHICHTHESERVICEAPPLICATIONRESIDES4HISISVERYIMPORTANTBECAUSEMANAGEDSERVICE APPLICATIONSMAYRESIDEONANY3HARE0OINT3ERVERFARMANDANOTHERFARMMAYACCESSTHESERVICE VIAPROXYACROSSANETWORKBOUNDARY
-ANAGEDSERVICEAPPLICATIONSREDUCETHEATTACKSURFACETHATWASAPROBLEMWITHTHELEGACY330 3HARE0OINTINFRASTRUCTUREDESIGNERSMAYSTANDUPMULTIPLEFARMSANDPICKANDCHOOSEALACARTEWHICH SERVICETOHOSTINWHICHFARMTHUSMAINTAININGLOADANDPROVIDINGREDUNDANCYOPTIONS
SharePoint Basics
)FYOUARENEWTO3HARE0OINTTHENYOUPROBABLYSKIPPEDTOTHISSECTIONORGLOSSEDOVERTHEPREVIOUS SECTIONWHICHTALKEDABOUTSOMEOFTHECHANGESSINCE3HARE0OINT2EADERSALREADYFAMILIARWITH 3HARE0OINTGETTHEIRCHANCETOSAVESOMEREADINGINTHISSECTIONINWHICH)WALKYOUTHROUGHTHEBASICS OFCREATINGSITESANDLISTSPLACINGWEBPARTSANDSOON
#REATINGANEW7EB!PPLICATIONAND3ITE#OLLECTION
#HANCESARETHATANEWWEBAPPLICATIONANDSITECOLLECTIONALREADYEXISTINYOUR3HARE0OINTFARMREADY FORYOUTOADDCONTENT3INCETHISBOOKISALLABOUTADMINISTRATION)AMGOINGTOASSUMETHATSNOTTHE CASEYETANDATTHEBEGINNINGOFTHISBACKTOBASICSSECTION)SHALLWALKYOUTHROUGHTHECREATIONOF BOTH
"EFORECREATINGANEWSITECOLLECTIONWEMUSTCREATEANEWWEBAPPLICATIONIFONEDOESNOTEXIST!S FARAS3HARE0OINTISCONCERNEDAWEBAPPLICATIONISTHEPHYSICALAPPLICATIONINSTANCETHATREGISTERS INSIDE)NTERNET)NFORMATION3ERVER))3 ANDCONSISTSOFFILESTHATLIVEONTHESERVERSINTHEDEFAULT LOCATIONOFc:\inetpub\wwwroot\wss\VirtualDirectories
!DMINISTRATORSOFTHEFARMMAYCREATENEWWEBAPPLICATIONSVIA0OWER3HELLORQUICKLYVIATHE
#ENTRAL!DMINISTRATIONWEBSITEFROMTHE!PPLICATION-ANAGEMENTSECTIONASFOLLOWS 1. #LICKTHE-ANAGE7EB!PPLICATIONSLINKFROM#ENTRAL!DMININ!PPLICATION
-ANAGEMENT
2. &ROMTHE2IBBONCLICKTHE.EWICON
3. !NEWDIALOGAPPEARS#OMPLETETHEFORMDETAILSASFOLLOWS
• 4HE!UTHENTICATIONSECTIONPROVIDESTWOOPTIONSCLASSICMODEAND 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
• 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
• 3OMEFEATURESARESCOPEDATTHESITECOLLECTIONLEVELOTHERSARESCOPEDTOASITE WEBAPPLICATIONORTHEWHOLEFARM
• 4HESITECOLLECTIONDEFINITIONDEFINESTHEDEFAULTFEATURESINSTALLEDANDACTIVATEDIN THESITECOLLECTION&OREXAMPLETHE%NTERPRISE0UBLISHINGSITECOLLECTIONSITE DEFINITIONENABLES0UBLISHING&EATURESINTHECOLLECTION
9OUCANCREATEANEWSITECOLLECTIONBASEDONASITECOLLECTIONDEFINITIONINONEOFTWOWAYSVIA 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
)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!CTIONSMENUINTHE4EAM3ITE
DIFFERENTSITETEMPLATESUSEDIFFERENTFEATURESWHICHMAYADDORREMOVEITEMSFROMTHE3ITE!CTIONS MENU
Figure 1-12. The Site Actions menu on a team site
4HEFOLLOWINGLISTPROVIDESANOVERVIEWOFTHEFUNCTIONSOFEACHITEMINTHE3ITE!CTIONSMENU
• Edit Page!LLOWSAUSERTOEDITTHECURRENTVIEWINGPAGEIN793)79'MODE
• New Page!LLOWSAUSERTOCREATEANEWPAGEATTHECURRENTSITEWITH793)79' EDITING
• New Document Library—!LLOWSAUSERTOCREATEANEWDOCUMENTLIBRARYALISTFOR STORINGANDMANAGINGDOCUMENTSUPLOADEDTOTHESITECOLLECTION
• New Site—!LLOWSAUSERTOCREATEANEWSUBSITEATTHECURRENTSITEINTHE HIERARCHY
• More Options—/PENSADIALOGBUILTON3ILVERLIGHT TOCREATE,IBRARIES,ISTS 0AGESAND3ITESASSHOWNIN&IGURE
Figure 1-13. More Options to create
• View All Site Content0ROVIDESASUMMARYOFALLCONTENTATTHECURRENTSITE 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
Figure 1-14. Edit Page mode and the Ribbon
4HE2IBBONPROVIDESUSERSWITHCONTEXTUALCONTROLOFFUNCTIONSIN3HARE0OINT)NTHEILLUSTRATED CASETHE2IBBONSHOWSANUMBEROFRICHTEXTEDITINGCONTROLSBECAUSE&IGURESHOWSADEFAULT4EAM 3ITEPAGEINEDITMODE!LLTEAMSITEPAGESIN3HARE0OINTAREWIKIPAGESTHEREFORETHE2IBBONSHOWS FUNCTIONSFOREDITINGTEXTINREALTIMEONTHEPAGEINANYOFTHETWOMAINPLACEMENTAREASSHOWN
4HELEFTMOSTICONSINTHE2IBBONARESIGNIFICANTBECAUSETHEYALLOWTHEUSERTOCHECKOUTTHEPAGE SAVETHEPAGEANDCHECKITBACKIN"YDEFAULTPAGESRESIDEINTHESitePagesDOCUMENTLIBRARYANDTHE LIBRARYHASCONTENTAPPROVALWORKFLOWENABLEDUSERSMUSTCHECKOUTTOEDITCHECKINTOSHAREAND PUBLISHTOSHOWTONONAPPROVERUSERS
4HE2IBBONMAKESUSEOFTABSTOGROUPRELATEDFUNCTIONSINTHECURRENTCONTEXTSIMILARTOTHE BEHAVIOROFTHE2IBBONINOTHER-ICROSOFT/FFICEPRODUCTS)N&IGURETHE&ORMAT4EXTTABSHOWSALL FUNCTIONSRELATINGTOFORMATTINGOFRICHTEXT#LICKINGTHE)NSERTTABDISPLAYSANARRAYOFFUNCTIONSSPECIFIC TOINSERTINGCONTENTINTOTHEPAGEINCLUDINGWEBPARTSPICTURESLISTVIEWSANDTHELIKE
!SYOUEXPLOREINTHISBOOKMOREOFTHEDELIGHTSTHAT3HARE0OINTHASTOOFFERWEWILLSEEMORE OFTHE2IBBONANDDISCUSSVARIOUSFUNCTIONSINRELEVANTCONTEXTS
,ISTS
3HARE0OINTUSESLISTSASCONTENTCONTAINERSATTHEVERYCOREOFTHEPLATFORM5SERSOF&OUNDATIONHAVE ACCESSTOBASICLISTTYPESANDTHEABILITYTOCREATECUSTOMLISTSANDUSERSOFTHE3HARE0OINTSERVERHAVE ADDITIONALLISTTYPESAVAILABLETOTHEM
,ISTSBEHAVELIKETABLESORRECORDSINADATABASE!3HARE0OINTLISTINITSRAWFORMCONSISTSOFA COLLECTIONOFROWSANDCOLUMNS4HECOLUMNSSOMETIMES-ICROSOFTREFERSTOTHEMASfieldsVARYIN TYPEANDDEFINEAMETADATAELEMENT&OREXAMPLEONECOLUMNTYPEIN3HARE0OINTIS3INGLE,INEOF4EXT WHICHISAFANCYNAMEFORA3TRING!NYLISTITEMROW THATCONTAINSACOLUMNOFSINGLELINEOFTEXTMAY CONTAINTEXTDATAUPTOCHARACTERSINLENGTH
!LISTITEMAROWINTHELISTTYPICALLYCONSISTSOFACOLLECTIONOFCOLUMNVALUESASSOCIATEDWITHEACH COLUMNDEFINEDFORTHELIST3EE4ABLEFORTHESTANDARD3ITE#OLUMNTYPESWHICHUSERSMAYINCLUDEIN CUSTOMLISTS3ITECOLUMNSPROVIDETHESAMEKINDOFSTORAGEDEFINITIONCAPABILITYASCOLUMNTYPESINA 31,TABLE
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
$ATEAND4IME 5SERSMAYENTERADATEORDATEANDTIME4HISCOLUMNDISPLAYSUSINGADATE PICKERFOREASYDATESELECTION/PTIONSINCLUDEDATEONLYORDATEANDTIME ENTRYANDDEFAULTTOTODAYSDATE
,OOKUP 5SERSMAYSELECTAVALUEFORTHECOLUMNINTHELISTFROMANOTHERLOOKUPLIST
&OREXAMPLEALISTMAYEXISTWITHCOUNTRYNAMESANDALOOKUPCOLUMNINA DIFFERENTLISTPROVIDESUSERSWITHSINGLEORMULTIPLECHOICELOOKUPOFCOUNTRY FROMTHECOUNTRIESLIST,OOKUPCOLUMNSPROVIDEMOREFLEXIBILITYTHANCHOICE FIELDSBECAUSETHEIRCHOICEVALUESARESTOREDINANOTHERLISTANDARENOTBAKED INTOTHESITECOLUMNDEFINITIONASINCHOICECOLUMNS
9ES.OCHECKBOX !"OOLEANVALUEUSERSMAYCHECKYES ORUNCHECKNO THEVALUEINTHE COLUMN#HECKEDVALUESGIVEBACKANDUNCHECKEDVALUESGIVEBACKINA QUERY
0ERSONOR'ROUP 5SERSMAYENTERAUSERNAMEORGROUPNAMEKNOWNTO3HARE0OINT5SERSMAY QUERY3HARE0OINTFORASPECIFICUSERORGROUPUSINGTHEPEOPLEPICKER
CONTROLPRESENTEDONLISTEDITFORMS/PTIONSINCLUDEPEOPLEONLYGROUP ONLYORBOTHTYPEANDSINGLEORMULTIPLEUSERGROUPVALUES
(YPERLINKOR0ICTURE 5SERSMAYENTERA52,TOANOTHER3HARE0OINTPAGEORFILEORANEXTERNALPAGE /PTIONSINCLUDERENDERINGOFTHE52,ASAHYPERLINKORIMAGEIFTHE52, POINTSTOANIMAGELOCATION
#ALCULATED 5SERSMAYCALCULATETHEVALUESINCOLUMNSOFTHISTYPEUSINGFORMULASIMILAR TOTHATOF%XCELANDPROVIDEINPUTFROMOTHERCOLUMNSINTHELIST
%XTERNAL$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 LISTITEMHASCERTAINATTRIBUTESTHECOLUMNSWHICHDEFINETHENAMEMAKECOLORRETAILPRICEPURCHASE STATUSANDINVOICEPRICEANDSOON4HEREISNOTHINGPREVENTINGTHESITEOWNERFROMCREATINGACUSTOM LISTWITHASERIESOFCOLUMNSTHATREPRESENTTHECARSINTHEDEALERSHIP(OWEVERWHATHAPPENSIFTHESITE OWNERWANTSTOUSETHESAMEDEFINITIONOFCARINANOTHERLISTTHATITEMIZESCARSONBACKORDERFROMTHE MANUFACTURER2ATHERTHANDEFINEANOTHERLISTWITHTHESAMESETOFCOLUMNSTHESITEOWNERMAYCREATEA CONTENTTYPECALLED#AR THATCONTAINSTHECOLUMNDEFINITIONSANDTHENAPPLYTHATCONTENTTYPETOBOTH LISTS)FLATERTHESITEOWNERWISHESTOADDANEWCOLUMNTOTHECONTENTTYPEHEORSHEMAYDOSO WITHOUTHAVINGTOVISITTHEVARIOUSLISTSTHATUSETHECONTENTTYPE
#ONTENTTYPESAREPOWERFULENTITIESIN3HARE0OINTWHICHPROVIDERICHMETADATAMODELINGVIA INHERITANCEANDMAPPINGTOEXTERNALSOURCES,ISTSHAVETHECAPABILITYTOALLOWFORMULTIPLECONTENT TYPESSOWHENADDINGLISTITEMSTOALISTUSERSCANDEFINEDIFFERENTMETADATAVALUESBASEDONTHECHOSEN CONTENTTYPE4HISPARADIGMCOMESINTOGREATUSEWHENINCORPORATEDINTODOCUMENTLIBRARIESWHEN USERSMAYWISHTOUPLOADDIFFERENTDOCUMENTTYPESWITHDIFFERENTMETADATAVALUESTOASINGLEPROJECT DOCUMENTSLISTMOREONTHISLATER
.OWTHATYOUUNDERSTANDTHEIMPORTANCEOFMETADATASITECOLUMNSANDCONTENTTYPESWECAN RESUMEEXPLORINGTHEVARIOUSLISTSINCLUDEDBYDEFAULTINOUR4EAM3ITE
&ROMTHEHOMEPAGEOFTHETEAMSITESEETHELEFTNAVIGATIONBAR,EFTNAVIGATIONPROVIDESLINKSTO THEVARIOUSLISTSANDLIBRARIESASWELLASSUBSITESOFTHECURRENTSITEINTHISCASETHEHOMESITE"Y DEFAULTTHETEAMSITEINCLUDESTHEFOLLOWINGLISTSANDLIBRARYTYPESASSHOWNINTHENAVIGATION
• Site Pages$OCUMENTLIBRARYNEWIN3HARE0OINTTOCONTAINPAGESFORTHE CURRENTSITE
• Shared Documents/FFICEDOCUMENTSSHAREDWITHUSERSACCESSINGTHESITE
• Calendar,ISTOFCALENDAREVENTS
• Tasks,ISTOFTASKSWITHWORKFLOWTODELEGATETASKSTOOTHERUSERS
• Team Discussions2UDIMENTARYDISCUSSIONFORUMSLIST