Index
A
AD connection—import, 146
Anonymous access option, 126
Anonymous access permissions, 126
Audience details page, 160
Audience list, 159
Authentication vs Authorization, 128
B
BCS. See Business Connectivity Services (BCS)
active directory groups as users, 120
apply permission levels, 120
avoid individual user permissions, 119
avoid security group specialization, 120
break permission inheritance, 120
Bio-Page content type, 199
Business Connectivity Services (BCS), 291
external content type creation, 294–98
external list creation, 298–99
features, 292
Business intelligence (BI), 273
external content type creation, 294–98
external list creation, 298–99
features, 292
Dashboard Designer, 273
Excel Services, 274
configuration, 305
simple dashboard creation, 305–309
PPS (see PerfomancePoint Services)
Reporting Services, 274
Secure Store Services, 274
application installation, 300
diagram promotion, 300
C
Central Admin
site collection backup and restoration, 359
site export, 361
Claims-based authentication (CBA), 109, 128–129
configuration, 129
Classic Mode authentication. See Claims-based authentication
Configuring SharePoint 2010, 45
Central Administration web site
configuration wizard, 99
email and text messages (SMS), 91
external service connections, 95
infopath form services, 95
reporting services, 97
security, 94
servers, 91
settings dialog, 57
SharePoint Designer, 96
Site Directory feature, 95
system settings, 90
configuration database, 56
Active Directory Account Creation Mode (ADACM), 58–59
Configuring SharePoint 2010 (cont.)
configuration wizard success dialog, 58
Content management system (CMS), 2
site collection administration, 224
Contract content type, 199
Custom property in new profile form, 157
D
Database listing, 61
Default group, 114
Disaster recovery, 349
content/data integrity maintainance, 352–356
document and page versioning, 356
farm backup and restore, 365–371
planning
data/content recovery, 350
downtime, 349
load-balanced service, 350
SQL Server clustering, 350–351
site collection backup and restore, 357–359
site export and import, 360–361
unattached content database data recovery, 362–365
DMS. See Document management systems (DMS)
Document Information Panel (DIP), 203
Document library, 124
Document management
document IDs, 14
document sets, 14
metadata and tagging, 14
Document management systems (DMS), 229–230
Document Center site, 231
document content types, 232
content type creation, 235
importance, 234
links, 242
Document Conversion service, 234, 250–251
Document ID Service, 233, 247–249
document libraries, 232
document sets, 232
uses, 243
document versions, 233
document workflows, 233
approval, 245
collect feedback, 245
collect signatures, 245
definition, 245
dispositions, 245
editing and developing workflows, 247
three-state, 245
to library/list, 246
to list content type/library, 246
translation management, 245
document workspaces, 233
definition, 251
drop-off document libraries, 234
features, 230
in SharePoint 2010, 230
site collection features page, 232
Standard and Enterprise search, 234
workflows, 233
E
Edit Control Block (ECB), 95
Enterprise Content Management (ECM), 13–16
media integration, 15
records management, 14
Enterprise Keywords, 216
Excel Services
configuration, 305
simple dashboard creation, 305–309
F
Farm wizard complete, 62
Feature administrators, 103
Federated authentication, 129
File system security, 101
Forefront Identity Manager (FIM), 138
application, 72
Forms-based-authentication (FBA), 132
Full HTML column type, 207
G
Grant permissions dialog, 122
Groove application, 340
synchronization
alternate method, 341
SharePoint task list, 341
Group settings, 114
H
Health and monitoring features, 349
problems and solutions, 379
rule definitions, 380
logging
correlation IDs, 374
Hybrid upgrade approach, 76–77
I, J, K
Installing SharePoint 2010, 45
Central Administration web site, 81–82
alternate access mappings, 86–88
site collection creation, 86
web application creation, 83–85
server farm installation, 50–52
stand-alone installation, 49–50
Internet information server (IIS), 125
Internet information services (IIS), 137
Item content type, 200
L
List settings, 115
Local server administrator, 102
M
Managed metadata service, 207
initial setup
creation,Central Admin, 207, 208
Term Store Management Tool, 209
SharePoint 2010 Search, 6
SharePoint sites
column type, 216
feedback email, 217
Office applications, 223
term set settings, 217
user interface tagging, 219–221
taxonomy, 211
content tagging, 211
groups, 213
tag clouds, 211
Microsoft Office SharePoint Server 2007 (MOSS), 63–68, 216
alternate access mappings, 77–78
content database attachment, 71–72
database attach upgrade, 63–64
database attach upgrade process, 68–69
hybrid upgrade approaches, 76–77
read-only database attach approach, 70–71
shared services, 68
shared services database attachment, 72
supported and unsupported upgrade, 64
UPS configuration, 72
legacy, 79
PowerShell commands, 81
Microsoft Word
backstage area, 312
Convert button, 313
Info menu tab, 313
Manage Versions button, 314
Permissions button, 313
Recent tab, 313
Sharing button, 313
Document Information Panel, 316–318
Quick Parts icon, 322
Ribbon, 312
save and send actions, 314
More options dialog, 118
Multilingual user interface (MUI), 10
My Site Host application, 168
creating site collection, 169
managed path configuration, 169–170
N
New group settings page, 115
New site dialog, 117
O
Office 2010 integration, 311–316
Document Information Panel, 316–318
Groove application (see Groove application)
list/library type, 319
Microsoft Access, 330
Link Tables, 331
terminology, 330
Microsoft Excel
Microsoft InfoPath forms, 333–335
administrator-approved form template, 333
deploying via Central Admin, 335
Designer and Filler, 333
Document Information Panel and list forms, 336–339
Form-Library, 333
problems, 333
site content type, 333
Microsoft OneNote, 329
Microsoft Outlook, 339
Social Connector, 340
Microsoft PowerPoint, 325
PowerPoint Service Application, 326
Microsoft Visio, 339
Microsoft Word (see Microsoft Word)
Office Web Applications, 342
in existing SharePoint 2010 server farm, 345–346
on an existing stand-alone SharePoint 2010 server, 343–344
features and service components, 342
in new SharePoint 2010 server farm, 347–348
on a new stand-alone SharePoint 2010 server, 344–345
Organization profiles, 158–159
form, 158
P, Q
People search
in action, 164
results, 165
PerformancePoint Services (PPS)
Business intelligence Center creation, 279–280
Business intelligence Dashboard creation, 281–288
configure, Secure Store Service, 277
dashboard, 275
Dashboard Designer installation, 280–281
data source, 275
deploying to production, 288–289
filter, 275
indicator, 275
installation and configuration, 276–277
Key Perfomance Indicator, 275
reports, 275
Scorecard, 275
Secure Store Services, 275–276
user permissions, 288
Permission inheritance, 122, 123
Permission levels, 105, 115–116
approve, 107
contribute, 106
deletion, 109
design, 106
full control, 106
limited access, 106
manage hierarchy, 107
new, 108
read, 106
restricted read, 106
site, 107
stock, 108
view only, 106
farm backup and restore, 370
site collection backup and restore, 358
site export and import, 360–361
PPS. See PerfomancePoint Services (PPS)
Publishing page layouts, 36
Publishing site, 125
R
Read permission level, 105
Recommended domain accounts, 54
Records management systems (RMS), 229, 254–255
auditing, 264
Content Organizer feature, 255–257
Hold and e-Discovery feature, 259–260
in-place records management, 262–263
Records Center site collection
Records Retention and Deposition, 260–262
Recycle Bin
Web application settings, 354
Ribbon icons site permissions, 123
Rule creation for user audience, 160
S
SAML token, 133
Scope for people, 164
Search administration page, 162
Search content source configuration page, 163
Secure token service (STS), 129
Security model
claims-based authentication (CBA), 109, 128–129
configuration, 129
at root site collection, 121–122
at sub-site breaking inheritance, 122–123
list/document library, 123–124
permissions and levels, 104–107
creating custom permission levels, 107–109
Microsoft, 105
Read permission level, 105
SharePoint administrators, 102–104
farm administrators, 102
feature administrators, 103
role, 102
service administrators, 103
site collection administrators, 103
approvers, 111
assigning new groups at site creation, 116–119
create new group and assign permissions, 115–116
deletion, 116
designers, 111
hierarchy managers, 112
members, 111
owners, 111
remove users, 113
restricted readers, 112
settings and permissions, 113–115
viewers, 111
visitors, 111
user identity, 109
user profiles, 110
web application policies, 126–128
Service administrators, 103
Service configuration, 60
Shared Service Provider (SSP), 16–17
SharePoint 2010, 1
capability areas, 2
communities, 3
content, 5
data dashboards, 1
functionality and changes, 6–7
Central Administration web site, 7–8
ECM (see Enterprise Content Management (ECM))
My Sites, User Profiles and Social Media, 11–12
User interface (see User interface changes)
Office Web Applications, 10–11
linking to other documents, 242
list of information, 1
lists, 23
list views, 29
new functionality, change (see User interface changes)
render reports, 1
search, 6
security (see Security model)
sharedocuments, 1
SharePoint Foundation vs. SharePoint Server, 2
site collections, 3
system requirements, 6
user profile (see User profile)
webapplication creation and site collection, 17–20
Wiki pages, 13
Workflow to site content type, 246–247
SharePoint 2010 Server, 2
SharePoint Content Type Model, 193
content type, 194
Site Column, 194
SharePoint Designer (SPD), 9–10
SharePoint Diagnostic Studio 2010, 93
SharePoint farm administrators, 102
SharePoint metadata types, 193, 195
content types, 195
basic anatomy, 198
Bio-Page content type, 199–201
Contract content type, 199
document content type, 199
document information panel, 203
hubs (see Content type hubs)
item, 200
management policy, 203
MSA content type, 200
page layout, 199
power and flexibility, 202
site content type, 201
SOW content type, 200
templates, 203
workflow, 203
workflow and information management policy, 202
List, content types
document content type, 205
document creation, 204
List Content Type Information, 205
Site Content Type Information, 205
Team site template, 203
Managed metadata service (see Managed metadata service)
components, 206
content abstraction, 206
Pages Library, 206
site columns, 206
site collections, 195
site columns
column creation, 198
custom list, 195
Gallery, 197
types, 195
SharePoint pages, 34
conflict resolution and checkin/checkout, 38–39
content approval and publishing, 39–40
master pages, 34
publishing page layouts, 36
text layouts, 35
SharePoint published links, 170
SharePoint security group, 112
SharePoint service application, 137
SharePoint Web Part, 40
SharePoint zones, 127
Site collection administrators, 103
Site permission levels, 107
Social networking, 167
My Sites, 168
capacity planning, 171
Host application (see My Site Host application)
SharePoint 2010, 171
User Profiles, 174
notes and tagging, 183
taxonomy and folksonomy, 183
Outlook 2010 integration, 191
SQL Server
mirroring
PowerShell commands, 351
synchronous and asynchronous modes, 351
Steering Committee Members, 115
Stock permission levels, 108
STSADM
site collection backup and restoration, 358–359
site export and import, 361
Synchronization status, 147
T
Taxonomy—Managed Metadata, 211–216
Term Store Management Tool, 209
Top level site collection, 61
U
Unified Logging Service (ULS), 93, 372–374
UPS Sync account, advanced permissions, 149
User interface changes, 8
multilingual user interface, 10
ribbon, 8
SharePoint Designer, 9
User profile, 135
in SharePoint 2010, 150
adding custom user profile properties, 154–156
custom profile property and sub-type, 156–157
organization profiles, 158–159
properties and sub-types, 150–153
infrastructure, 136
Forefront Identity Manager (FIM), 138
service application, 137
synchronization service, 138
page, 157
people search (see People search)
properties, 151
property settings editing, 152
property settings page section, 152–153
service admin page, 145
service application, 103
synchronization configuration, 138
creating service application, 142–143
establishing managed accounts, 139–142
import profile from active directory, 144–147
writing back to active directory, 147–150
User Profile Service (UPS), 72, 135, 137
User Profile Sync Service (UPSS), 144
V
View group permission, 114
Visio Services
application installation, 300
diagram promotion, 300
site creation, 119
W, X, Y, Z
Web application security policies, 126–128
Web content management
capabilities, 264
content deployment, 265
destination farm configuration, 266–267
issues, 272
source farm configuration, 268–272
publishing features, 264
Web content Management (WCM), 15–16
approval workflow, 16
page layout, 16
versioning and check-out, 16
WYSIWYG authoring, 16
Web-front-end (WFE), 50
Windows Live service, 342
Windows SharePoint Services (WSS), 2
WYSIWYG, 190