Thorough coverage of the improvements and changes to SharePoint 2010 SharePoint 2010 boasts a variety of incredible new features that will challenge even the most experienced administrator who is upgrading from SharePoint 2007. Written by a team of SharePoint experts, this book places a takes aim at showing you how to make these new features work right for you. Offering an in-depth look at SharePoint 2010, the authors focus on how SharePoint functionality has changed from its earliest version to its newest, and they provide you with detailed coverage of all the new features and capabilities. Presents in-depth coverage of the new features and functions of SharePoint 2010 Demonstrates installation, configuration, and upgrading existing SharePoint 2007 servers Discusses architecture and capacity planning, securing and managing site content, and integrating Office clients Details the protocol for handling monitoring, creating backups, and executing disaster recovery Addresses shared service applications, navigation and governance, and business intelligence and reporting services Professional SharePoint 2010 presents a solid understanding of the functionality that SharePoint 2010 provides, which will allow you to see what it can do for you.

Table of Contents:
Foreword xxxi Introduction xxxiii Chapter 1: What’s New in SharePoint 2010 1 Installation 1 System Requirements 1 Installation Options 2 Upgrade and Patching Options 3 Central Administration 5 Service Applications 7 Windows Identity Foundation and Claims 8 Health and Monitoring 8 Health Analyzer 9 Timer Jobs 10 Reporting 10 Managing SharePoint 2010 with Windows PowerShell 10 Managed Accounts 11 Recovering from Disaster 11 The New and Improved User Experience 12 Summary 13 Chapter 2: The New and Improved User Experience 15 Browser Support 16 Changes to the SharePoint 2010 User Interface 17 Creating a Site 20 Lists and Libraries in SharePoint 2010 21 Creating Lists and Libraries 22 Working with Lists 22 Working with Libraries 26 Columns = Metadata 29 Creating Views 32 Working with SharePoint Pages 39 Exploring Edit Mode 40 Working with Web Parts 45 Using Site Templates in SharePoint 2010 48 Multilingual User Interface 51 Installation and Configuration of SharePoint 2010 Language Packs 51 Using the Multilingual User Interface 52 Summary 58 Chapter 3: Architecture and Capacity Planning 59 What’s in a Name? 60 SharePoint Foundation 60 SharePoint Server 2010 61 Search Server 2010 62 Fast Search Server 2010 63 SharePoint Online 63 Other Servers 64 Windows Server 64 Windows Vista and 7 66 SQL Server 66 E‐mail Servers 66 Hardware Requirements 68 Web Servers 69 Application Servers 70 SQL Servers 71 Mixing and Matching Servers 72 Other Hardware Notes 75 Virtualization 76 Terminology 76 Controlling Deployments 80 Blocking Rogue Deployments 80 Registering SharePoint Servers in Active Directory 80 HTTP Throttling 80 Large List Throttling 81 Summary 83 Chapter 4: Installing and Configuring SharePoint 2010 85 The Prerequisites Installer 86 Running Setup.exe 88 Choosing Your Installation Type 89 Using the SharePoint 2010 Wizards 95 Configuration Wizard 96 Central Administration Wizard 99 Central Administration Post-Setup Configuration 101 Outgoing E-Mail 101 Secure Store Service 101 Configuring a Search Schedule 101 Monitoring Drive Space 102 Other Thinking Points 102 Step-by-Step Install 102 The Environment 103 The Install 103 Creating Something Users Can Use 108 Creating a New Managed Account 109 Creating a Web Application 109 Creating a Site Collection 111 Add Users 112 Summary 112 Chapter 5: Upgrading from SharePoint 2007 to SharePoint 2010 113 Upgrade Considerations 113 What Can You Upgrade? 114 Unsupported Scenarios 116 Upgrade Best Practices 117 In-Place Upgrade 117 Planning Your In-Place Upgrade 117 Performing the In-Place Upgrade 119 In-Place Upgrade Improvements 126 Database Attach 128 Hybrid Upgrades 132 Database Attach with AAM Redirect 133 Other Upgrade Options 134 Visual Upgrade 134 Mitigating Downtime with Read-Only Databases 137 Patching SharePoint 2010 138 Summary 140 Chapter 6: Using the New Central Administration 141 A Quick Overview of the New Central Administration Interface 141 First Things First 143 The Farm Configuration Wizard 144 Managed Accounts 144 Central Administration Categories 146 Application Management 146 System Settings 150 Monitoring 152 Backup and Restore 155 Security 156 Upgrade and Migration 159 General Application Settings 160 Configuration Wizards 166 Summary 166 Chapter 7: Understanding the Service Application Architecture 167 Farewell to the Shared Services Provider 168 Service Application Fundamentals 170 The Connection Structure 170 Connecting across Farms 175 Service Applications As a Framework 176 Service Application Administration 177 Creating a New Instance of a Service Application 177 Using the Ribbon to Manage Service Applications 179 Managing Service Application Groups 182 Multi-Tenancy in SharePoint 2010 188 Segmentation of Data and Processing 188 Creating a Site Subscription 190 Multi-Tenant Use Cases 191 Partitioning in the Enterprise 191 Summary 193 Chapter 8: Securing and Managing Site Content 195 Reviewing the Terminology 196 Administration Hierarchy in SharePoint 2010 197 Server or Server Farm Administrators 197 Service Application Administrators 199 Site Collection Administrators 199 Site Administration 201 Administration Beneath the Site Level 201 Understanding Permissions 201 Permission Levels 205 Creating a New Permission Level Based on an Existing Permission Level 208 Creating a Permission Level from Scratch 209 Editing an Existing Permission Level 210 Deleting a Permission Level 211 Security Groups 211 SharePoint Security Groups 212 Active Directory Groups 218 SharePoint Security Groups versus Active Directory Groups 218 Special Groups and Authentication Options 218 Granting Permissions 220 Granting Access to a Top-Level Site 220 Breaking Inheritance and Granting User Access 222 Editing User Access 223 Managing Access Requests 223 Web Application Policy 224 Summary 225 Chapter 9: Claims-Based Authentication 227 Claims-Based Identity 227 User Access Challenge 228 User Information Storage Challenge 228 Solution 228 Using Claims Identity for Authentication 229 SharePoint Authentication Options 231 Classic Mode 231 Claims-Based 232 Creating Claims-Based Web Applications 232 Configuring CBA with Windows Authentication 232 Configuring Anonymous Access 235 Converting to CBA from CMA 237 Configuring Forms-Based Authentication 238 Summary 246 Chapter 10: Administering SharePoint 2010 with Windows PowerShell 247 Introduction to Windows PowerShell 248 Microsoft SharePoint 2010 Management Shell and Other Hosts 248 Microsoft SharePoint 2010 Management Shell 248 Using Other Windows PowerShell Hosts 249 Commands 252 Cmdlets 252 Functions 252 Scripts 253 Native Commands 253 Basic PowerShell 253 Listing the SharePoint Commands 254 PowerShell Help 255 PowerShell Variables 255 PowerShell Pipeline 258 Controlling Output 259 Using SharePoint Commands 261 Working with the Farm 261 Retrieving Farm Configuration Information 264 Working with Web Applications 264 Working with Site Collections 268 Working with Webs 273 Working with Objects below the Web Level 275 Disposing of SharePoint Variables 279 Summary 281 Chapter 11: Managing Navigation and Understanding Governance 283 Navigation 284 Understanding the Different Types of Navigation 284 Bread Crumbs 285 Portal Site Connection 286 Tree View 286 Team Site Navigation 287 Publishing Site Navigation 291 Workspace Navigation 293 Next Steps 293 SharePoint Governance 294 What Is Governance? 294 Getting Started with Governance 294 Governance Team 295 Defining Policies and Procedures 296 Infrastructure 298 Information Architecture 298 Development and Customization 299 Support and Availability 300 Selling the Need for Governance 300 Summary 301 Chapter 12: Configuring SharePoint 2010 for High Availability Backups 303 Determining Your Business Requirements 303 Content Recovery 305 About SQL Server Snapshots 306 Content Storage Overview 306 The Recycle Bin 306 Versioning 310 Exporting and Importing Sites, Lists, and Libraries 312 Backing Up and Restoring Site Collections 318 Restoring Content with Unattached Content Database Data Recovery 321 Disaster Recovery 324 Backup and Restore for Disaster Recovery 325 Backing Up and Restoring Content Databases 326 Backing Up and Restoring Service Applications 334 Backing Up and Restoring a Farm 335 Backing Up and Restoring Configuration Settings 337 Warm Standby Solutions 340 High Availability 341 Load Balancing 341 SQL Server Database Mirroring 341 Failover Clustering 344 Read-Only Mode 344 HTTP Request Monitoring and Throttling 345 Gradual Site Delete 347 Summary 348 Chapter 13: Using Features and Solution Packages 349 Using SharePoint 2010 Features 350 Defining Scope 350 Activating and Deactivating Features 351 Managing Features 351 Creating a Feature 356 Solutions 359 Managing Farm Solutions 359 Managing Sandbox Solutions 365 Creating Solutions 365 Summary 369 Chapter 14: Configuring and Managing Enterprise Search 371 The Different Versions of Search 372 SharePoint Foundation Search 372 Setting Up Foundation Search 373 Search Results 375 User Interface Features 377 Site Search Administration 377 SharePoint Server and Search Server 378 Search Server versus SharePoint Server 378 Configuration and Scale 379 Adding a Server to the Search Topology 381 Scaling Up with Crawl Databases 384 The Search UI 390 Search Administration 395 Other Search Features 406 FAST Search 408 Thumbnails 409 Scrolling Preview 409 Similar Results 409 User Context 409 Visual Best Bets 409 Promote/Demote Documents 410 Summary 410 Chapter 15: Monitoring SharePoint 2010 411 Unified Logging Service 411 Trace Logs 412 Correlation IDs 417 Developer Dashboard 419 Logging Database 420 Health Analyzer 431 Timer Jobs 436 Summary 443 Chapter 16: Managed Metadata Service Applications 445 Advantages of the Managed Metadata Service 446 New Managed Metadata Service Features 446 Column Types 447 Content Types 447 Filtering 448 Getting Started with the Managed Metadata Service 448 The Service Applications Architecture 448 Configuring Managed Metadata Services 448 Connecting to a Web Application 452 Managed Metadata Services 452 Getting Started with Managed Metadata 452 Using Managed Metadata in Sites 456 Column-Specific Term Sets 459 Key Usability Features 459 Metadata Navigation 461 Content Types 463 Creating and Publishing Content Types 465 Summary 469 Chapter 17: Social Computing and SharePoint 2010 471 The User Profile Service Application 472 User Profiles and Properties 472 Synchronization 477 Organizations 479 Audiences 479 Tags and Notes 484 Tagging 484 The Note Board 486 Tag Profiles 487 My Sites 488 Setting Up My Sites 488 My Sites User Experience 493 Wikis and Blogs 501 Wikis 501 Blogs 502 Ratings 505 Turning on Ratings 505 The Ratings Timer Job 505 Outlook 2010 Social Connector 506 People Search 507 People Search Configuration 507 Performing a People Search 507 The People Search Results Page 508 Summary 509 Chapter 18: Integrating the Office 2010 Clients with SharePoint 2010 511 Office 2010 Application Commonalities 512 Connecting to SharePoint from within Microsoft Office 2010 Applications 512 Connecting to Office 2010 from SharePoint 2010 517 Integrating SharePoint 2010 with Word 2010 519 Summary 549 Chapter 19: The Office Web Applications 551 OWA Overview 551 Web Technology Utilized by OWA 552 Accessibility Features 553 Architecture 554 Deployment 554 Installing SharePoint 2010 Server and Preparing for OWA 555 Summary 584 Chapter 20: PerformancePoint Services and Business Intelligence 585 PPS Features and Terminology 586 PPS Installation and Configuration 587 PerformancePoint Service Application and Proxy 588 Secure Store Service Application and Proxy 594 Summary 616 Chapter 21: New Content Management Capabilities in SharePoint 2010 617 Managed Metadata 618 SharePoint 2010 Metadata Service and Enterprise Content Types 618 Establishing the “Right” Metadata 619 Document Sets 621 Configuring and Creating Document Sets 622 Customizing the Document Set 628 Document ID Service and IDs 629 Configuring the Document ID Service 630 Content Organizer 635 Configuring the Content Organizer 635 Summary 646 Chapter 22: Working with SharePoint Designer 2010 647 Who Should Use SharePoint Designer? 648 Introduction to SharePoint Designer 2010 649 Requirements for Using SPD 2010 649 Overview of the New UX 650 Bread Crumbs, Tabs, and Navigation 653 The File Tab 654 Checking and Changing the Current User 654 Restricting Access to SharePoint Designer 655 What Can You Do with SharePoint Designer 2010? 658 Data Sources 658 Views and Forms 664 Workflows 670 Branding 677 Summary 681 Chapter 23: Branding SharePoint 2010 683 What Is Branding? 683 Understanding Your Requirements 684 SharePoint Versions and Publishing 684 Creating a Publishing Site Collection 685 Summary 721 Chapter 24: Business Connectivity Services in SharePoint 2010 723 Capability Overview 724 Architecture 726 Service Applications 726 Summary 744 Chapter 25: Building Workflows in SharePoint 2010 745 Why Use Workflow? 746 Windows Workflow Foundation 746 Workflow Basics 747 Terminology 747 Workflow Association Types 748 Summary 767 Index 769