Contents

images About the Authors

images About the Technical Reviewer

images Acknowledgments

images Chapter 1: Workflows

Out of the Box Workflows

Customizing Out of the Box Workflows

Writing Workflows with SharePoint Designer

Writing Workflows with Visual Studio

Summary

images Chapter 2: Bridging the Office-SharePoint Gap

Visio Services

Basics

Advanced Configuration Settings for the Visio Web Access Web Part

The Repository

SharePoint Workflows in Visio

Data Linkage

Business Scenarios Enabled by Visio Services

Word Services

Access Services

Summary

References and Links

images Chapter 3: Leveraging Content Types

The Importance of Content Types and Metadata

Out of the Box Content Types

Showing the Content Types of a List or Library

Viewing Content Types in the Site Content Types Gallery

What vs. where

Inheritance

Creating Custom Content Types

Columns Need a Purpose

The Platform vs. the Solution

The Role of the Content Type Hub

The Role of Managed Metadata

Enterprise Keywords

Managed Terms

The End Goal: Finding Content Using Metadata

Visualizing the Complexity of Content Types

The Model: Layers

Illustrating the Model

Summary: Designing for Complexity and Growth

images Chapter 4: Automating Document Assembly

Real-World Examples

Solution Overview

Solution Walkthrough

Setting up the SharePoint Site and Document ID Service

Preparing the Document Template

Creating the Visual Studio Tools for Office Solution

The Document Actions Pane

Extending Backstage

Deploying the Proposal Template Tool

Using SPMetal

The Proposal Document Event Handler

The Résumé Tasks Event Handler

Incorporating Word Automation Services

Important Lessons

Extension Points

Further Reading

images Chapter 5: Practical Document Management with SharePoint 2010

Why Use SharePoint for Document Management?

Is SharePoint OOB a Complete DM Solution?

Document Management Needs for Organizations

A DM Project: Selling to Implementation to Support

Selling

Support

Critical Architectural Choices

Physical Topology

Single Instance vs. Multi-Instance

Topology Options

Large Farms

Information/Storage Architecture

Requirements Gathering

Implementation

Launch, Training, Support

images Chapter 6: Forms Services and InfoPath

Internals of InfoPath Forms

InfoPath Form Template

InfoPath Form Data

Designing Browser-Enabled Form Templates

Defining the Data Structure

Designing the Form Templates

Adding Rules and Validation

Accessing External Data

Forms Security

Enabling Browser Support

Deploying InfoPath Forms to SharePoint

Using InfoPath Forms in SharePoint

Publishing and Deploying Using the InfoPath Wizard

Embedding Forms into SharePoint Features

Deploying Forms Using Command-Line Utilities

Deploying Forms with Code

Programming InfoPath Forms

Attaching Managed Code

InfoPath Object Model

InfoPath Forms Services

Preparing InfoPath Forms Services Support

Configuring Libraries

Managing Form Templates

Displaying Forms in the InfoPath Form Web Part

Customizing the Browser View Using XmlFormView

Integrating InfoPath Forms with the Environment

Summary

images Chapter 7: The SharePoint 2010 Client Object Model

How It Works

ECMAScript

Using Client Object Model

Creating an Add Form

Explanation of the Add Code

Creating an Edit Form

Explanation of the Edit Code

Delete Functionality in the Edit Form

Explanation of the Delete Code

Why executeQueryAsync()?

Summary

images Chapter 8: Extending SharePoint Using Event Receivers

Common Business Scenarios for Event Receivers

When Not to Use Event Receivers

Event Receivers Architecture

Synchronous and Asynchronous Events

Developing Custom Event Receivers

Deploying/Registering Event Receivers

Registering Event Receivers: Declarative Approach

Registering Event Receivers: The Code-Based Approach

Summary

images Chapter 9: Touch Points–Integrating SharePoint 2010 and ASP.NET

Integration Factors

Example Business Scenarios

Corporate Internet and Service Portals

Existing ASP.NET Product

New Blended Solution

Expanding Your Corporate Portal

Talking to SharePoint

Organizational Factors

Organizational Examples

SharePoint-Centric Organizations

Touch Points

Low Touch Point

Pros

Cons

Branding SharePoint Solutions

Branding Possibilities, Features, and Tools

SharePoint Server 2010 Publishing Features

Working With a Brand

Branding the ASP.NET Application

Branding in SharePoint Designer Example

Deploying Branded Solutions

Publishing Layouts

Customizing SharePoint 2010 Navigation

Customizing Navigation Through the User Interface

Adding Links Through the Object Model

Navigation Custom Data Sources

Summary

images Chapter 10: Client-Side Programming

Understanding Client- vs. Server-Side Programming

Working with the SharePoint Client Object Model

.NET Framework Client Object Model

Silverlight Client Object Model

ECMAScript Client Object Model

SharePoint Object Model Comparison

Using Best Practices

User Experience

Performance and Scalability

Client-Side Anti-Patterns

Creating a Client-Side Script

Creating a Test Environment

Reading and Writing Object Properties

Querying Lists and Libraries with CAML

Summary

images Chapter 11: SharePoint and Windows Phone 7 Development

Introduction

Windows Phone and SharePoint

Development Environment

Developing on Windows 7 with SharePoint

Developing on Microsoft Hyper-V

Security

Windows Authentication

Forms Based Authentication

Anonymous Access

Unified Access Gateway

Data Access

Web Services

Client Side Object Model (CSOM)

REST/ODATA

RSS

Custom SharePoint Applications

Accessing your SharePoint Data

Working with List Data

Call User Profile Web Service

Retrieve the User Profile Properties for a Specific User

Summary

images Chapter 12: SharePoint Solution Deployment

Observations from the Field

Example Overview

Feature Best Practices

Using Features

Feature Receivers

Feature Activation Dependencies

Feature Stapling

SharePoint Solution Best Practices

Provisioning with PowerShell

Activation Dependencies

The Right Number of SharePoint Solutions

Upgrading Features and Solutions

Getting Ready for the Walkthrough

Version 1.1 Changes

Solution Updating

Feature Upgrading

Upgrading with PSCONFIG.EXE

Summary

images Chapter 13: Business Intelligence

Overview

New Additions to Business Intelligence in SharePoint 2010

Optimizing Your Business Intelligence Resources

Architecture Planning

Data Storage Optimizations

Best Practices

http://msdn.microsoft.com/en-us/library/ee557257.aspx

Web Parts

Filtering Lists

Chart Types

Charting from Different Data Sources

Suggested Best Practices

Excel Services

New Features

Reducing the Workload from the SharePoint Server and Document Libraries

Suggested Best Practices

PerformancePoint Services

Planning

Suggested Best Practices

Reporting Services

Assessing Which Type of Installation is Best for You

Report Building Tools

Suggested Best Practices

Summary

Next Steps

Bibliography and Links

images Chapter 14: Business Connectivity Services

BCS Architecture

Presentation

Core Components

Content Sources

Business Connectivity Services Deployment Types

Functionality for Normal Users “Out-of-the-Box”

Functionality for Advanced Users and Administrators

Code-Based Solutions

Set the Title Field in the External Content Type

Creating a Profile Page to Display BCS Results

Configure Indexing

Performing a Search

Creating a .NET Connector in Visual Studio 2010

Creating a Sample Flat File Data Source

Creating a .NET Assembly Connector Project in Visual Studio 2010

Creating an Entity (External Content Type)

Creating an Entity Service Class

BDC Modeling Tools

Defining the BDC Model

Deployment

The Secure Store Service

Configuring the Secure Store Service

Creating a Secure Store Service Application for Impersonating

Setting the Application Impersonation Credentials

Setting Permissions

Creating Security Trimmed CRUD Operations on a SQL Database Using Visual Studio 2010

Connecting Model to Data Source

Mapping BDC Model to Data Source

Adding Code-Behind to Access External Data Source

Adding Security Trimming to .NET Connectors

Summary

images Chapter 15: Designing Mashups with Excel and Visio

Visio Mashups

Creating Data Driven Shapes

Visio Services JavaScript Mashup API

Excel Driven Dashboards

JavaScript Object Model (JSOM) for Excel

REST API

Putting it all Together—Help Desk Mashup

Excel Data Source

List Data Source

Visio Dashboard

The Glue: JavaScript

Conclusion

images Chapter 16: Tips, Tricks, and Traps

PowerPivot Annoyances

Disabled PowerPivot Add-In

Calculated Column Missing

User Experience for PowerPivot Solutions

Connect Slicers Visually

Lose the Grid

Tuning PowerPivot Performance

Slicers: Less Is More

PowerPivot and SSAS Interaction

Summary

images Chapter 17: PerformancePoint Services

What Will You Learn in This Chapter?

Software Prerequisites

Introduction

PerformancePoint Services Architecture

Service Components and Interfaces

Securing PerformancePoint Solutions

Business Intelligence Solution Components

Setting Up PerformancePoint Services

Application Settings

Trusted Data Source Locations

Trusted Content Locations

Import PerformancePoint Server 2007 Content

Managing PerformancePoint with PowerShell

Authoring and Publishing PerformancePoint Solutions

Deploying the Business Intelligence Center

Creating a Dashboard Designer Workspace

Creating a Data Source

Creating Key Performance Indicators

Creating a Scorecard

Creating Filters

Creating Reports

Creating a Dashboard

Deploying the Solution to SharePoint, and Exploring

Advanced Report Types

Create an Excel Services Report

Create a Strategy Map Report

Summary

images Chapter 18: Public-Facing SharePoint Sites

What to Expect From This Chapter

Getting Started

Why SharePoint?

Leveraging Existing Infrastructure

Acknowledging Existing Skill Sets

Content is King

Workflows

Content Types and Metadata

Reusable Content

Maintaining an Image

Style Guide Ideas

Driving Content Rules Through Page Layouts

Attracting Attention from the World Wide Web

Helping Your Users Find Their Content

Customizing the Search Experience

Navigation Options for SharePoint Sites

What to Tell the Developers

What to Look for in a Developer

Separating Content From Development

Considerations for what Needs Change Control

Playing Nice in the Sandbox

What about SharePoint Designer?

The Accessibility Argument

Summary

images Chapter 19: Claims-Based Authentication in SharePoint 2010

Understanding Claims in SharePoint 2010

Deciding When to Use SAML Token-Based Authentication

Implementing SAML Token-Authentication in SharePoint 2010

Before You Attempt to Install AD FS

Certificates Required for Operating an AD FS Server

Understanding Token-Signing Certificates

Understanding Service Communication Certificates

Installing Active Directory Federation Services 2.0

Configuring Your Federation Server

Adding a Token-signing Certificate

Understanding Identity Providers (AD FS Account Partners)

Adding a Claims Provider Trust Manually

Understanding Claims Rules in AD FS

Configuring AD FS Relying Party

Configuring SharePoint 2010 for Claims Authentication

Adding the Token-Signing Certificate to SharePoint

Adding a Trusted Identity Provider to SharePoint

Enabling Claims in Your SharePoint Web Application

Validating Your Claims are Working

Chapter Summary

images Index

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