Index

Access services, 44, 430

Actual metrics, 560, 601, 605

Add-Ins menu item, 542

Add-Ins panel, 543

After events. See Asynchronous events

AltChunks, 100

Annotations, 572

Annoyances

calculated column missing, 546, 547

disabled (see Disabled PowerPivot add-in)

App Hub, 357

Approval - SharePoint 2010 workflow, 9

Approval workflow, 2, 3

Approval workflow association, 3

Associated workflows, 5

Association Form, 2

InfoPath, 4

workflow template, 2

Asynchronous events, 254

Auditing, 250

Authentication methods, 692. See also Claims-based authentication

Automating document assembly (ADA), 73

extension points, 108

key points, 107, 108

solution overview, 74

walkthrough, 74

backstage user interface, 86, 88, 89

creating VSTO solution, 7981

deploying proposal template tool, 8991

document template preparation, 7779

event handler (see Document event handler)

incorporating Word automation service, 102107

SharePoint site and document ID service, 7577

SPMetal usage, 91, 92

task event handler, 99, 100, 102

task pane (see Document actions pane)

VSTO, 75

Backstage user interface, 86, 88, 89

Before events. See Synchronous events

Blog site template, 157

Browser-enabled form templates, 173

accessing external data, 180

ContentTypeID attribute, 183

data connection, 180, 181

primary and secondary data sources, 180

UDCX files, 182, 184

adding rules and validation, 177

action rules, 179

formatting rules, 178

Rule Inspector, 179

Rules dialog, 178

validation rules, 178

data structure, 174

designing approaches, 174

Fields dialog, 175

XML schema mechanisms, 175

designing browser-based forms, 186

compatibility setting, 186

interface options, 188

submit options, 189

form templates, 176

read-only views, 176

section templates, 177

security levels, 184

advanced form options, 185

Domain security, 186

Full Trust security, 186

Restricted security, 185

Business connectivity services (BCS)

advanced users and administrators, 459

vs. BDC, 453

code-based solutions

click once packages, 460

custom connector, 459

ECT, 460, 463468

Microsoft .NET Framework solution, 459

reusable components creation, 459

content sources, 458

core components

connectors, 457

ECT, 457

rich client cache, 457

runtime engine, 456

data interface, 453

indexing, 472, 474

layers, 454

Microsoft Office 2010 integration, 453

.NET assembly connector (see .NET assembly connector)

out-of-the-box support, 458

presentation layer, 454, 456

profile page creation, 470

ECT, 471

Manage Service Applications page, 470

URL, 469, 471

warning page, 471, 472

searching operation, 474, 475

secure store service, 493

application creation, 497

application impersonation credentials, 499501

application overview, 496, 499

application pool identity, 494

credentials mapping, 498

database instance name, 494

encryption and decryption, 495

field mapping, 497, 498

impersonation, 496

key generation, 496

permission setting, 501503

provisioning step, 493495

security trimmed CRUD operations

<Add a Method> button, 504

add type descriptor, 505508

BdcCustomersModel, 503

custom connection string, 503, 504

CustomerKey, 504506

data adaptor, 503

external data source, 508, 509

Finder method, 504, 505

interpretation layer, 504

ReadItem method, 505, 508

SPD 2010 integration, 453

title field setting, 468

Business Data Catalog (BDC), 453

Business intelligence, 429

best practices, 436, 437

definition, 429

Excel Services

enhancement and improvement features, 445

Excel Web Applications, 444

setup, 446

workload generation, workbook, 445

management executives attention, 429

PerformancePoint Services

BI Centers, 447

customization, 448

dashboard, 446

planning, 447

Reporting Services

building tools, 449

development, 448

installation information, 448

Microsoft Visual Studio 2008, 449

native mode, 448

resource optimization, 430

architecture planning, 431, 432

data storage, 432

project, 430

SharePoint 2010, 430, 433, 434

content database (see Content databases)

web parts, 438

BI List, 438

Chart types, 441

Chart Web Part, 439

different data source, 441443

enhanced List View, 438

external data sources, 444

filtered List View, 440

SharePoint lists, 443, 444

Text Filter and List View, 440

Text Filter and SharePoint List Filter, 439

Business Process Modeling, 43

Characters disallowed in search, 83

Charts. See Performance Point Services

CKSDev Toolkit, 318, 319

Claims, 692

Claims-based authentication, 691. See also SAML token-authentication

adding token-signing certificate, 698

AD FS, 695

certificates to operate AD FS server, 695, 696

Claims Provider Trust, 699704

claims rules in AD FS, 704, 706708

Federation Server, 697, 698

identity providers, 698

installing Active Directory Federation Services 2.0, 696, 697

Relying Party trust, 708, 710, 711

service communication certificates, 696

SharePoint 2010

adding token-signing certificate, 711

configuration, 711

enabling claims in web application, 712

Trusted Identity Provider, 711, 712

token-signing certificates, 696

validation, 713

Classic authentication mode, 691

ClickOnce deployment, 90

Client-side object model (CSOM), 363

class map, 333

client-side anti-patterns, 340

common objects and client equivalent, 336

components, 332, 333

concepts, 352

ECMAScript, 335, 336

.NET Framework, 334

performance and scalability, 338

goals, 338

minimizing data volume, 339

modal dialogs, 340

page updation, 339

request batches, 339

proxy layer, 333

Silverlight application, 334

User Experience, 337, 338

Client-side programming, 331

client-side script, 340

CAML query list and library, 348351

object properties reading and writing, 343346, 348

test environment creation, 341, 342

vs. Server-side programming, 332

SharePoint client object model (see Client-side object model (CSOM))

Code-based approach

activation/deactivation feature, 272

active deployment configuration, 278, 279

Add method, 271

adding new employee, 279, 280

class and assembly name, 271

Contacts List Registration feature, 274, 279

ContactsEventFeatureReceiver, 272, 273

existing assembly, 277, 278

feature receiver addition, 275

new announcement item, 281

packaged advanced property, 276, 277

register and de-register, 275, 276

successful message, 273, 274

Visual Studio, 279

Collaborative Application Markup Language (CAML) query, 337

Collect feedback workflow association, 3

Collect signatures workflow association, 3

CompensatableTransactionScope activity, 16

Content databases

budget limitations, 434

disaster recovery plan, 435

drills classification, 435

drills scheduling, 435

free space monitoring, 434

frequency, 435

quota management, 434

Content types, 47

column

Clinet Full Name, 57, 58

date type, 56

definition, 56

purposes, 56, 57

complexity, 66

custom type creation, 54, 55

definition, 47

design complexity and growth, 72

Enterprise Keywords, 64, 65

information balck hole, 47

inheritance pattern, 53, 54

list/library page, 4850

managed terms, 65

metadata management, 6366

model illustration

actual project site, 68, 71

library, 68, 69

lists, 68, 70

out of the box (OOB) type, 48

platform layer, 67

platform vs. solution, 58

role in hub

blogs posts and forum threads, 62

level of governance, 62

organization size and capability, 62, 63

Project Document, 60, 61

site collection, 59, 61

waterfall and agile projects, 60

SharePoint, 47

site layer, 68

solution layer, 67

system layer, 67

view, site gallery, 50

what vs. where

behavioral management, 51

Books and Reports, 52

content contributors and consumers, 51

library relationship, 53

New Zealand, 50

SharePoint Building Code, 51

CookieContainer, 367, 369

Copper mining, 63

Corporate Internet site, 293

Credentials, 557, 572

Custom data authentication, 557

Custom indicators, 560

Custom List Template, 2

Custom Table filter, 562

Custom validation, 250

Dashboard Designer. See also PerformancePoint Services

authoring and publishing, 589

display folders, 599

filters, 616

installing, 555, 588

trusted content locations, 578

Workspace file, 588

Dashboards. See also PerformancePoint Services

authoring and publishing

completed dashboard, 638

components, 635

connections, 635, 636

Content panel, 634

Date Fiscal background field, 636

date range, 635

default page template, 633

empty dashboard page, 634

filters node, 634

integrated package, 632

Marketing Dashboard, 633

Marketing.ddwx file, 632

promotion field, 637

Reports node, 634

Sales Summary, 634

Sales Territory, 635

Sales Territory filter, 636, 637

Scorecards node, 634

Dashboard Designer, 555, 559

Date filter, 560

definition, 558

libraries, 567, 654

navigation links, 558, 559

"Sales Summary" and "by Sales Territory, 558

SharePoint and exploration deployment

ASPX pages, 638

cell decomposing, 642

Dashboards library, 639

data export to Excel, 641

date filter, 640

information window text, 640

Marketing.ddwx file, 638

Sales Summary page, 640

scorecard row, 641

Silverlight controls, 638

zones, 559

Data connection libraries, 567

Data sources

authoring and publishing

Adventure Works cube, 592

Adventure Works DW, 591

Adventure Works OLAP database, 590

Dashboard Designer, 589

Data Connections, 591

Data Connections library, 594, 595

Data Connections library link, 588

Date.Date.Fiscal, 592

Library Tools, 589

New Data Source screen, 590, 591

Properties tab, 592

publish status, 594

Reference Date, 592

Reference Member, 592

saving workplace, 594

template selection, 589, 590

time dimension, 592

Time Intelligence filters, 593

Time Member Associations, 593

Workspace Browser, 591, 593

settings, 573

trusted data source locations, 576578

Strategy Maps, 659

tabular vs. multidimensional, 561

Declarative approach, 254

Decomposition tree, 575, 576

Disabled PowerPivot add-in

add-ins panel, 543, 544

COM add-ins management, 545, 546

Excel Options panel, 542, 543

Manage pulldown, 544, 545

missing ribbon item, 541, 542

options sub-menu, 542

Disposition approval workflow association, 3

Document actions pane, 81

code, 82

PreferredName and AccountName information, 84

profile property, 83, 84

ProposalPane control design, 82

QueryEx method, 85

Resume Request, 85, 86

search request, 83

SQL search query, 83

user interface elements, 81

Document event handler

assembly, 94

content type, 96

farm/sandboxed solution, 93

ItemAdded event, 95

Open XML, 97

ProcessFile method, 95

ProposalEvents solution, 93

Resume Request, 97

ResumeTasks, 98, 99

SystemUpdate method, 95

using statement, 95

Visual Studio, 92

Word document archiving, 96

Document management (DM) solutions, 111

actual implementation, 151

business integration, 115

computer network servers, 128, 129

definition, 112

document sets, 155

document source, 113

enterprise metadata, 114

evolution, 114

features and customization approach, 151, 153

FILESTREAM, 138

information/storage architecture, 135, 136, 138

large document library, 154

large farm topology, 134, 135

maturity model capability model, 114

multilingual support

custom property, 156

different languages vs. user interface, 156

error message, 156

locale, 156

primary site language, 157

publishing templates, 156

Quick Launch, 156

search indexes content, 157

search web part property, 158

shared components, 156

site templates, 157

titles and descriptions, 156

web database, 158

needs for organization

document library, 122

industry, 120122

size, 119, 120

.NET project, 122

NoteBoard capability, 115

OCR solutions, 114

Office Web Apps 2010, 144

offline access, 155

OOB

feature areas and functionality, 116118

terminologies, 116

physical topology, 128

PreSaveAction, 154

Prototype.JS, 154

RBS (see Remote Blob Store)

replication option, 131, 132

requirements gathering

business users, 144

questionnaire, 146, 147

team, 144

scanning/OCR, 158

selling method, 123

shared folders, 112

SharePoint 2010 vs. FAST 2010 search, 139143

SharePoint mobile integration, 158

SharePoint project team

customer support, 127

implementation team, 124127

structure, 124

single instance vs. multi-instance, 130, 131

SPUtility.JS, 154

topology options, 133

traditional ways of storage, 150, 151

training, 159

types of solution, 112

user acceptance testing, 159

user types and expectations, 147150

WAN optimizers, 133

web-based SharePoint, 114

DocumentFormat.OpenXml assembly, 94

Domain security level, 186

Dynamic Security, 557

ECMAScript (JavaScript), 229

Add Code, 238, 239

Add Form creation, 233

Add an Item listing, 236, 237

ASPX page, 233

create custom content, 235

default MasterPage, 235

HTML code and text box, 235, 236

new item, 238

page open, advanced mode, 235

Product folder, 234

Product title and price, 238

rename the file, 234

save the code, 237

Split tab, 235

client object model

Create Column, 232, 233

Custom List option, 231, 232

Select Site Actions, 231

Client service, 229

definition, 230

Delete Code, 246

Edit Code, 243, 244

Edit Form

delete functionality, 244246

EditItemForm.aspx page, 239, 240

new Product info, 242, 243

Product list, 239

update the item, 242, 243

Updating Products listing, 240242

ExecuteQueryAsync (), 246, 247

main class, 230

object-oriented way, data retrieval, 230

ECMAScript Client Object Model, 335, 336

Edit Control Block (ECB), 5

Enterprise (farm) solutions, 93

Enterprise Client Access License (ECAL), 568

Enterprise Wiki, 302

Event cancellation

asynchronous, 286

custom page

advantages, 287

Announcement list, 288

display error message, 288

ItemAdding Event, 287

SPEventReceiverStatus enumeration, 289

UTC format, 288

Event receivers, 249

architecture, 251

base class, 251, 252

deployment and registration, 253

SharePoint object, 252, 253

asynchronous events, 254

code execution, 250

common business scenario, 250

custom development

ContactEventFeature, 261

ContactList Solution, 258

CustomEvent class, 259

CustomEvent.cs file, 259

Elements.xml file, 260

employees list, 255, 262, 263

implementation, event selection, 258

ItemAdded Event, 260

new announcement item, 263

new project creation, 256

Platform target to x64, 261

SharePoint site URL and solution setting, 257

virtual machine, 255

Visual Studio 2010, 255

deployment/registration

cancellation (see Event cancellation)

code (see Code-based approach)

declarative approach, 269

GAC, 268

list type, 270

PowerShell approach, 281, 282, 284286

Scope attribute, 271

sequence number, 271

specific list/library approach, 269, 270

and document library, 267, 268

event recursion avoidance, 266

features, 264

ReceiverData property, 264, 265

synchronous events, 254

UpdateOverwriteVersion method, 267

EventFiringEnabled property, 95

Excel driven dashboards, 525

JSOM, 525

EwaControl events, 526

EwaControl methods, 525

NamedItem methods, 528

Range methods, 529

Sheet methods, 528

Workbook methods, 527

REST API, 529

Excel Options panel, 542, 543

Extensible Stylesheet Language Transformation (XSLT), 167

External content types (ECT), 457, 479, 480

Business Data Connectivity service, 466

external list page, 465, 466, 468

Metadata Store Permissions, 466

operation designer, 461, 463465

operations wizard, 463, 464

title field setting, 468, 469

window, 461, 462

Farm solutions, 93

File ribbon item, 541, 542

Filters

authoring and publishing

data source selection, 618, 621

date filter, 617

date formulas, 618, 619

dimension selection, 623

display method, 619, 620, 625

Marketing.ddwx file, 616

member confirmation, 624

member selection, 621, 622

PerformancePoint Content list, 616, 620

Sales Territory dimension, 620

Sales Territory members, 623

time formulas, 618

Time Intelligence, 617

Custom Table filter, 562

data set, 561

Filter Web part, 567

List filter, 563

MDX Query filter, 562

Member Selection filter, 562

Multi-Select Tree filter, 563

multi-selectable member-selection filter, 562

Named Set filter, 562

Time Intelligence filter, 563

Tree filter, 563, 574

Force Rastering checkbox, 30

Form template deployment

ActivationDependency, 198

administrator-approved form, 202

ElementFile, 197

in elements.xml, 199

in feature.xml, 198

ReceiverAssembly, 197

ReceiverClass, 197

sandboxed solution, 202

using command-line utilities

PowerShell Cmdlets, 200

stsadm.exe, 199

Full Trust security level, 186

GetHyperLink callback method, 87

Global Assembly Cache (GAC) method, 268

Gridlines View check box, 548

Gross Profit Margin, 595

Headings View check box, 548

Help Desk Dashboards

Excel Data Source, 530

JavaScript mashup code, JSOM, 533, 538

technicians and locations SharePoint List, 531

Visio Dashboard, 532

Hyperlinks, 43

Hyper-V role, 297

ifElseActivity activity, 17

Indicators, 560. See also Key performance indicators (KPIs)

InfoPath form, 12

association form, 4

workflows (see Workflows)

InfoPath Forms Services, 161, 172

attaching managed code, 203, 204

browser-enabled form templates (see Browser-Enabled Form Templates)

configuration options, 211

Central Administration, 212214

libraries, 214

State Service, 212

designing solutions, 162

Developer ribbon bar, 202

displaying From Web Part, 215

form template deployment, 197

ActivationDependency, 198

administrator-approved form, 202

ElementFile, 197

elements.xml, 199

feature.xml, 198

ReceiverAssembly, 197

ReceiverClass, 197

sandboxed solution, 202

using command-line utilities, 199

form templates, 162

conference room booking, 163

form definition file, 164. (see also manifest.xsf)

sampledata.xml file, 172

schema file (see XML Schema Definition (XSD))

template.xml file, 172

XSL stylesheet file (see XSL stylesheet file)

XSN file, 162

FormCode class, 205

in SharePoint environment (see SharePoint environment, InfoPath Forms)

line-of-business applications, 161

manage form templates, 215

Object Model, 205

accessing form data, 207, 209

accessing views, 210

browser-based forms, maintaining state, 210

ControlEvents, 205

events, 205

Form Templates, events, 207

handling errors, 211

XmlEvents, 206

Programming dialog template, 205

publishing in SharePoint, 190, 191

custom application, 191

document libraries, 191

InfoPath Wizard (see InfoPath Publishing wizard)

integrating forms, 191

list item forms, 191

workflow forms, 191

XML data file, conference room booking, 173

XmlFormView (see XmlFormView)

InfoPath object model, 205

accessing form data, 207, 209

accessing views, 210

browser-enabled forms, maintaining state, 210

events

ControlEvents, 205

data schema, 206

FormEvents, 205

in Form Code, 206

in Form Templates, 207

XmlEvents, 206

FormEvents, 205

handling errors, 211

InfoPath Publishing wizard, 192

e-mail recipients, 192

network location/file share, 192

publishing form template

administrator-approved form templates, 195

document libraries, 193

network location, 196

separate content type, 194

to SharePoint (basic options), 193

publishing location, 192

SharePoint library, 192

Information Bar, 632

Initial retrieval limit, 575

Initiation form, 2, 5, 6

Initiation form parameters, 14

Remind description, 14

Remind time, 14

Remind title, 14

InstantiationUrl attribute, 21

Internationalization branding, 322

JavaScript Object Model (JSOM). See Excel driven dashboards

Key performance indicators (KPIs). See also PerformancePoint Services; Scorecards

authoring and publishing

blank template, 597

breakeven metric, 602

Dashboard Designer's ribbon menu, 595

Data Connections library, 595

data source changing, 600

Dimensional Data Source Mapping dialog, 600

Display Folder, 598

editing, 599

filter, 606608

Gross Profit, 599601

Gross Profit Margin, 595, 605, 606

indicator selection, 604

Marketing.ddwx file, 595

No Discount promotion, 608

PerformancePoint Content selection, 596

Profit Margin KPI, 597, 598

Promotion.Promotion, 607

scoring pattern, 602, 603, 608

setting number format, 605, 606

threshold values, 605

thresholds setting, 608, 609

Total Sales, 605

Workspace Browser, 596, 598

workspace file, 609

definition, 560

Details reports, 565

metrics, 560

SSAS data, 556

Strategy Map, 566

KPIs. See Key performance indicators

List data

add link to links list, 374, 375

Application Constants, 366

Apress.SharePoint.WP7.MyLinks Solution, 365

authentication code, 369

AuthCallback method, 370, 371

FBA, 369, 370

Login.xaml.cs file, 371, 372

link model class, 366, 367

read and write, 365

retrieve links from link list, 372, 374

save and run application, 375379

service reference for Lists.Asmx Web Service, 367369

static property to store FBA CookieContainer, 369

List filter, 563

Manage pulldown, 544

manifest.xsf

actions, 167

data validation, 167

global metadata, 166

rules

definition, 167

validation, 168

unique identifier, 166

views

definition, 167

XSLT, 167

XML schema definition, 166

XSF file for conference room booking, 164

XSN file packaging, 166

Mashups, 513

API, 4042

Excel driven dashboards (see Excel driven dashboards)

Help Desk mashups (see Help Desk Dashboards)

Visio Mashups (see Visio Mashups)

Maximum retrieval limit, 575

MDX queries filter, 562

Measure Control, 575

Meeting site template, 157

Member Selection filter, 562

MethodInvoking event handler, 16, 20

Metrics. See Key performance indicators (KPIs)

Microsoft Hyper-V, 357

Microsoft Office 2010 integration, 453

Microsoft Office SharePoint Server (MOSS), 554

Microsoft PerformancePoint Server 2007, 578

Microsoft SharePoint Workflow stencil, 11

Microsoft Word

AltChunks in, 100

automation service, 102107

extending templates with VSTO, 7981

task pane (see Document actions pane)

Trust Settings, 90

Microsoft.Office.Word.Server assembly, 104

Microsoft.SharePoint.Linq assembly, 94

Minimal master pages, 308

Mockups, 302

Modification form, 2

MS PerformancePoint Server, 554

MSSQLFT search queries, 83

Multidimensional data sources, 561

My Site template, 157

Named Set filter, 562

.NET assembly connector, 460

BDC designer, 483

BDC Explorer, 481, 483

BDC model, 476, 477, 479

data source mapping, 489, 490

entity methods, 487489

Finder method instance, 490492

LOB system, 484486

deployment, 492

deployment site setting, 477, 478

ECT, 479, 480

entity service class, 480, 481

sample flat file data source, 476

security trimming

BDC method instances, 511, 512

CustomerAccessRights table, 510

GetSecurityDescriptor() method, 510

security descriptor, 511

solution explorer, 478, 479

.NET Framework Client Object Model, 334

Notifications, 250

ODATA, 363

Office Business Scorecard Manager, 554

Online Analytical Processing System (OLAP), 561

Options sub-menu, 542

Out of box workflows

approval status, 5

approval workflow, 2, 3, 5

association form, 2, 4

associated workflows, 5

Enable Content Approval, 4

Custom List Template, 2

customization, 8

approval copy workflow, 13

content type, 9

import/export buttons, 11

initiation form parameters, elimination, 11

modified infopath form, 12

reusable workflow, 9

SharePoint Designer, 9

Visio, 11

workflow activity, 10

workflow design, 10

Draft items, 3

features, 2

initiation form, 2, 6

modification form, 2

Task form, 2, 7

Tasks list, 6

Visio Visualization, 8

workflow associations, 3

Workflow History list, 6

Pages library, 302, 311

PenciBlueSPD.master, 317

PerformancePoint Content List, 567

PerformancePoint Server, 567

PerformancePoint Services, 553

advanced report types (see Reports)

architecture, 554

authentication, 557

authoring and publishing

Advanced Report Types, 586

AdventureWorks database, 586

business intelligence center, 587, 588

content objects, 586

dashboard creation (see Dashboards, authoring and publishing)

Dashboard Designer workspace, 588

data source creation (see Data source, authoring and publishing)

Excel Services and Strategy Map report types, 586

Filters (see Filters, authoring and publishing)

KPIs creation (see Key performance indicators (KPIs), authoring and publishing)

reports creation (see Reports, authoring and publishing)

scorecard creation (see Scorecard, authoring and publishing)

Balanced Scorecard, 554

business intelligence components, 557

dashboards, 558, 559

data sources, 561

filters, 561, 563

indicators, 560, 561

KPIs, 560

reports, 564566

scorecards, 563, 564

custom data providers, 556

Dashboard Designer, 555, 559, 578, 588, 599

data sources, 556

databases, 556

Excel Services and Visio Services, 554

history, 553

KPIs

Details reports, 565

SSAS data, 556

Strategy Maps, 566

MOSS, 554

Office Business Scorecard Manager, 554

PerformancePoint Server 2007 content import

authentication mode, 580

database credentials, 580, 581

destination list and library, 582

import wizard page, 579

monitoring module, 578

name of content database, 581, 582

security mode, 579

SQL/Windows authentication, 581

PowerShell commands

get operations, 582, 584

help, 583

new operations, 582, 583

remove/clear operations, 582, 585

set operations, 582, 584

primary components, 554, 555

proxy component, 555

road map, 668

security, 557

settings

Application Settings page, 571, 572

cache section, 573

comments, 572

configuration, 570

data sources, 573

decomposition tree feature, 575, 576

filters, 574

Manage PerformancePoint Services page, 571

measure control selection, 575

SharePoint Central Administration, 569, 570

Show Details feature, 575

trusted content locations, 578

trusted data source locations, 576578

unattended service account, 572

SharePoint components, 566

business intelligence center site template, 567, 568

content types, 566, 567

features, 568

library templates, 567

list templates, 567

Web parts, 567

SharePoint content lists and libraries, 556

SharePoint Server 2010, 554, 556, 569

SSAS, 556, 557, 561, 562

SSRS, 556

SSS, 556, 557, 572

user interface, 555

web parts, 567

Per-user identity, 557

PowerPivot

annoyances (see Annoyances)

data metadata, 546

Field List, 546

menu, 545

ribbon menu, 550

settings, 551

user experience, 547

connecting slicers visually, 547, 548

hiding grid lines, 548, 549

PowerShell, 315

ProClarity, 430

ProClarity Analytics Server Page, 565

ProClarity Corporation, 554

Protected View (Word), 91

Public-facing site, 669

accessibility argument, 687

Automatic Update, 675

content approval process, 673

content types and metadata, 674

developers, 684

considerations, 685

content, 685

general SharePoint development, 684

sandbox solutions, 686

SharePoint Designer, 687 (see also SharePoint Designer)

hardware and infrastructure requirements, 671

maintaining an image

page layouts, 676, 677

style guide, 676

navigation options, 681

breadcrumbs, 682

CurrentNavigation provider, 683

GlobalNavigation provider, 683

main (global) navigation, 681

quick launch navigation, 681

SPNavigationProvider, 683

table of contents Web Part, 682

reusable content, 674, 675

search engines, 677

advanced search, 679

customization, 678

in plain text view, 677

querying data, 680

robots.txt, 677

search scopes, 678

SearchServiceApplicationProxy object, 681

SiteMap.xml, 678

SharePoint, 671

training and skills, 671

workflows, 672

Public-facing sites, 669

Publishing Portal, 302

Remote BLob Store (RBS)

advantage in SharePoint, 139

backup and restore, 139

content storage, 139

definition, 138

FILESTREAM Provider, 139

SQL Server version, 138

Reporting Services. See PerformancePoint Services

Reports

analytic chart and graph, 564, 565

Analytic Chart reports, 565

Analytic Grid reports, 565

authoring and publishing

Adventure Works data source, 626, 627

Analytic Charts, 625, 630

Analytic Grids, 625

background, 628

dimensions, 630, 631

Gross Profit Margin, 631

Information Bar, 631, 632

Margin by Sales Channel, 627

Marketing.ddwx file, 625

member selection, 629

Product Categories, 629

rows and columns, 628

template, 626

Details reports, 565

Excel and Visio sources, 642

Excel Services, 565, 642, 643

Adventure Works cube, 644

Adventure Works data source, 655

Adventure Works DW database, 644

All Promotions member, 655

AWExcel.odc, 644

AWExcelRpt, 654

AWExcelRpt.xls file, 654

browser display, 658

chart name, 648

conditional formatting, Date filter, 650

content storage, process, and delivery, 643

dashboard connections, 656, 657

dashboard page, 657

dashboards library, 654

data bars style, 649

data connection, 650652

data connection file name, 644

data labels, 648

database server, 643

Date and Promotions, 655

filter creation, 656

launch Excel 2010, 643

Marketing Dashboard, 656, 657

Marketing.ddwx file, 654

Member Selection filter template, 655

parameters, 653

pie chart and data bars, 658

pivot chart, 647

Pivot Table Fields List, 646

pivot table name, 649

PivotChart Report, 645

PivotTable Report, 645

Sales by Promotion, 656

Sales Table, 655

SalesChart, 655

SalesChart and SalesTable items, 652

SalesTable, 654

saving to SharePoint, 654

spreadsheet, 643

SSAS server, 644

view data, 645

Report View Web part, 567

Reporting Services, 566

SSRS, 566

Strategy Map

data graphic, 664, 665

Date and Sales Territory filters, 667

Editor, 660, 661

KPI properties, 667

Marketing Dashboard, 665, 666

Marketing.ddwx file, 659

Microsoft Visio, 658

new page components, 665

new page connections, 666

Promotion Map, 660, 665

Promotion Scorecard, 659, 660

Promotion Tree.vsd, 659

Reseller Promotions shape, 661, 662

shapes options, 663

template, 659

Visio diagram, 658, 659, 663

Strategy Maps

Visio diagrams, 566

templates, 565

Web Page reports, 566

Representational State Transfer (REST), 363, 529

Restricted security level, 185

ResumeTasks, 77

Reusable workflow, 9

Ribbon interface backstage. See Backstage user interface

Ribbon XML, 87

RollOfDiceWF project, 15

RSS, 364

Sales Territory filter, 625

SalesEvents List, 270

SAML token-authentication, 692

considerations, 692

SharePoint 2010, 693, 694

Sandboxed solutions, 93

Scorecards. See also PerformancePoint Services; Strategy map reports

authoring and publishing

added elements, 613

Adventure Works, 611

Breakeven column header, 613

Breakeven, target settings, 614

Data Source panel, 611

Discount column header, 615

empty scorecard, 610

Gross Profit column header, 613

Gross Profit Margin column header, 613

Marketing.ddwx workspace file, 610

member selection, 612, 613

processed scorecard, 615

Profit Margin KPI, 610, 611

promotion hierarchy, 611, 612, 615

Promotion Scorecard, 610

Reseller node, 612

save scorecard and workspace file, 616

Total Sales column header, 615

comments, 572

definition, 563

Scorecard Web part, 567

Search engine optimization (SEO), 677

Search queries, 83

Search site, 157

Secure Store Service (SSS)

backend data source, 557

credentials, 572

logon credentials, 556

Security Token Service (STS), 693, 694

Sequential Workflow SPI type, 15

Server-Side Programming, 332

Settings dialog, 550, 551

Shared Documents, 48

SharePoint 2007, 14

SharePoint 2010, 14

SharePoint 2010 and ASP.NET integration

ASP.NET branded application, 304

.ascx controls, 304

ContentPlaceHolder, 305

CSS and HTML, menu content, 305

CSS style sheets, 305

master pages, 304, 305

business scenarios

blended solution, 294

corporate Internet and service portals, 293

corporate portal expansion, 294

existing ASP.NET Product, 293

talking to SharePoint, 294

deploying branded solutions, 324

CKSDev Toolkit, 318

CSS file editing, 322

Elements.xml file, 320

image references replacement, 322

images and layouts directories, 320, 321

package selection, build menu, 323

Project Item template, 319

SharePoint images and layouts mapped folders, 320, 321

starter master page, 318, 319

style library, 320

Visual Studio 2010, 318

high touch-point solution, 296

high-effort branding, 301

initial web design, branding files, 302, 304

integration factors, 291, 292

low touch-point solution, 296

cons, 297

performance optimization, 296

pros, 297

low-effort branding, 298300

medium touch-point approach, 296

medium-effort branding, 300, 301

mockup, branding web design, 303

navigation customization

ASP.NET controls, 329

data sources, 330

quick launch, 326

top navigation bar, 327

user interface, 327329

organizational factors, 294, 295

publishing features, 302

publishing page layouts, 324326

SharePoint designer, brand creation

Approve radio button, 312

bare-bones type, 307

branded SharePoint site, 317

Check-in master page, 310, 311

document approval status window, 311, 312

fixed-width design, 318

Look and Feel topic, 313

master page gallery, 312

master page modification, 307

master page selection, 313, 314

page layout, 306

page warning, 309

pages library, 311

PenciBlueSPD.master, 317

production environment, 309

publishing master pages, 306, 307

Site Settings, 313

_starter_foundation.master, 308

starter master page, 314, 315

_starter_publishing.master, 308, 310

style library, 316

SharePoint server publishing features, 298

web designer and customer interaction, 302

SharePoint 2010 client object model. See ECMAScript (JavaScript)

SharePoint database servers, 297

SharePoint Designer, 2, 687

association form, 11

content editing, 687

import/export buttons, 11

Log to History list activity, 10

reusable workflow, 9

Visio, 11

writing workflows (see Workflows, with SharePoint Designer)

SharePoint Designer 2010, 14

SharePoint Designer 2010 (SPD 2010) integration, 453

SharePoint environment, InfoPath Forms

passing parameters, 225

property promotion and demotion

InfoPath configuration, 222

ListFeature configuration, 223

XML documents, 221

ViewSwitched event, 227

Web Part Connection Parameters, 225

SharePoint Item (SPI), 15, 19

SharePoint site and Document ID service

activation, 76

deployment, 89, 90

document library, 75

ProposalID, 77

settings, 76

user data creation, 75

SharePoint solutions, 397

bigbang deployment, 397

content type, 398

Content Type Gallery, 400

core pattern, 398

customizations, 397

Designer and Visual Studio mix, 398

error message, 407

feature activation dependencies, 406

Central Administration, 412

error statement, 412, 413

FooterLinksSchema solution, 411

package node, 411, 412

PowerShell, 412

Solution B, 411

feature receiver

code, 405

definition, 405

feature stapling

Elements XML file, 408

site definition, 407

Team Site template, 409

Visual Studio solution, 408

Footer Links, 399

control, 402

definition, 398

list settings, 401

Visual Studio solution, 399

Footer Web Part dependency, 407

Footer Web Part feature

activation, 407

designer, 402, 403

Properties window, 403, 404

manual deployment, 398

partition

feature scope, mind, 413

maintainability, 414

reusability, mind, 413

provisioning with powershell, 410

command, 410

full solution deployment, 410, 411

SPSolution, 410

right number, 413

site collection, 398, 400

Site Column Gallery, 400

structure and content, 414, 415

upgrading features, 416

code, 427, 428

Feature.xml file, 424, 425

FooterItem sub directory, 424

new decelerative and imperative, 416

PowerShell command, 424

psconfig.exe, 428

Query Feature, 423

Query Feature PowerShell script, 425

rip and replace, 416

second site collection, 417

version 1.0 vs. version 1.1, 426, 427

Version 1.1 change (see Visual Studio (Version 1.1))

WSP, 416

WSP file, 413

SharePoint Web Front-End (WFE) servers, 297

SharePoint-centric organizations, 295

Silverlight, 638

Silverlight Client Object Model, 334

Simple Mail Transfer Protocol (SMTP), 15

Site collections

solutions for (sandboxed solutions), 93

Slicer Settings dialog, 549

Slicers

connecting visually, 547

and tuning performance, 549

SPMetal, 91, 92

SPPrincipal class, 3

SQL Server Analysis Services (SSAS)

AdventureWorks, 586

cubes, 556, 561

Dynamic Security, 557

interaction and tuning performance, 550, 552

Named Set filter, 562

SQL Server Profiler, 551

SQL Server Reporting Services (SSRS), 332, 556

Stack Web part, 567

State machine workflow, 15

String characters disallowed in search, 83

Style Library, 316, 320, 321

SynchronizationScope activity, 16

Synchronous events, 254

System.Web assembly, 104

System.Web.DataVisualization assembly, 104

System.Web.UI.Webcontrols, 329

Systems Centre Operations Manager (SCOM), 671

SystemUpdate method, 95

Tabular data sources, 561

Target metrics, 560, 601, 606

Task event handler, 99, 100, 102

Task Form, 2

Templates

Business Intelligence Center site template, 587

Performance Point Services reports, 565

Performance Point Services site template, 567, 568

Text characters disallowed in search, 83

Theme Gallery, 301

Three state workflow association, 3

Threshold values, 605

Time Intelligence filters, 563, 593

Trace file in SQL Profiler, 552

TransactionScope activity, 16

Tree filters, 563

Trust Settings (Microsoft Word), 90

Trusted content locations, 578

Trusted data source locations

addition, 577

default setting, 577

restriction, 577

SharePoint lists and libraries, 576

specific locations enabled, 577

Tuning performance, 549

and SAAS interaction, 550552

and slicers, 549

and SSAS interaction, 550

Unattended service accounts, 557

Unified Access Gateway, 360, 361

Universal Data Description (UDCX) files, 182

User experience, 547

connecting slicers visually, 547

hiding grid lines, 548

User Profile Service Application, 75

User Profile Web Service

Application Constants, 381

Apress.SharePoint.WP7.Personal Project, 380

Colleagues Collection to ListBox, 387, 388

Colleagues ViewModel Class, 383, 385

ColleaguesViewModel Collection, 385387

full account name for authentication, 380

service reference, 381383

SharePoint Server 2010, 380

User Profile properties retrieval, 389

load data from User Profile Service, 392, 393

MyProfileViewModel Class, 389391

MyProfileViewModel Property to MainViewModel, 391, 392

PivotItem, 393, 394

steps for, 389

vdw file URL, 29

Virtualization, 297

Visio, 1, 2, 11

Visio Mashups, 513

data driven shapes, 514

JavaScript API, 518

Shape_MouseEnter method, 524

Shape_MouseLeave method, 524

Shape_SelChanged method, 524

Vwa.Page methods, 520

Vwa.Shape class, 521

Vwa.ShapeCollection, 520

VwaControl events, 519

VwaControl methods, 518

SharePoint JSOM, Web Parts, 522

Visio drawing, 514, 517

Visio services, 8, 11, 25, 430

business scenarios

Business Process Modeling, 43

document sets, 43

Highlights, 44

configuration settings for Visio Web Access Web Part, 30

data linkage, 32

connected Web Parts, 37, 39, 40

data graphic item, 34

data source, 33

Data tab, 33

hyperlinks, 43

Link Data to Shapes, 34

Mashup API, 4042

Refresh, 3537

Repository, 30, 31

SharePoint workflow, 31, 32

Visio diagram

creating, rendering, and consuming, 25, 26

display on SharePoint Page, 2729

save to SharePoint, 26, 27

Visio stencil, 11

Visio Visualization, 15

Visual Studio, 2, 9

Visual Studio (Version 1.1)

active flag, 420

Elements.xml file, 419

Footer Column SharePoint item, 419

FooterLinksSchema feature, 417419

Schema.xml file, 420

UpgradeActions section, 420423

XML file addition, 419

Visual Studio 2010, 316, 318

Visual Studio Tools for Office (VSTO), 74

v4.master, 307

Weather PivotChart, 547

Web Content Accessibility Guidelines (WCAG), 688

Web content management (WCM), 672

Web Front-End (WFE) servers, 297

Wiki page, 29

Window Identity Foundation (WIF) framework, 692

Windows Cabinet Archive (.cab) file, 162

Windows Phone 7, 353

data access, 361

Client Side Object Model (CSOM), 363

custom SharePoint applications, 364

REST/ODATA, 363

RSS, 364

Web Services, 361, 362

development environment, 354, 355

Microsoft Hyper-V, 357

SharePoint, 356, 357

Windows Phone Developer Tools, 355, 356

information and coding practices, 353

Marketplace, 354

Office Hub, 354, 355

security, 358

anonymous access, 359

forms based authentication, 358, 359

Unified Access Gateway, 360, 361

Windows authentication, 358

SharePoint, 354, 355

SharePoint data access, 364

List Data (see List data)

User Profile Web Service (sSee User Profile Web Service)

tools, 353

WindowsBase assembly, 94

Word

AltChunks in, 100

automation service, 102107

extending templates with VSTO, 7981

task pane (see Document actions pane)

Trust Settings, 90

Word automation service, 102107

Word services, 44

Workflows, 1

for automatic document assembly, 101, 102, 106

automation process, 1

design, 10

out of box (see Out of box workflows)

reliability, 1

reporting analysis tools, 2

SharePoint 2007, 1

SharePoint 2010, 1

Visio, 2

Visual Studio, 2

visualization, 1

with SharePoint Designer, 13

initiation form, 15

initiation form parameters, 14

reusable workflow, 14

site workflow, 14

Visio Visualization, 15

workflow structure, 14

workflow visualization, 15

with Visual Studio, 15

correlation tokens, 17

edited workflow element, 20

GetInitiationData, 21

InstantiationUrl attribute, 21

MethodInvoking event handler, 16

onWorkflowActivated activity, 16, 17

rebuild and redeploy workflow, 19

RollOfDiceWF project, 15

sequential workflow SPI type, 15

SPDatasource object, 20

.wsp package, 15

Workflow Foundation, 1

Workspace Browser, 591, 593, 594, 596, 597, 599, 610, 656

.wsp file, 14

.wsp package, 15

XML Schema Definition (XSD), 168

element references, 168

generating a C# or VB class, 171

namespace, 168

nillable attribute, 169

schema file, conference room booking, 169

XmlFormView, 161

application page, 217

XmlForm object, 219

Events, 220

Sandboxed vs. Administrator-Approved Templates, 220

XSL stylesheet file, 171

form view definition, 171

XSLT transformation, 172

XSN file

CAB file generation, steps, 163

structure, 162

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