Contents

 Foreword

 About the Author

 About the Technical Reviewer

 Acknowledgments

 Introduction

images Chapter 1: SharePoint 2013 Overview and New Features

No More Doughnut

Foundation and Server

Licensing

System Requirements

Hardware Requirements

Software Requirements

Development or Production?

User Interface and User Experience Changes

Architectural Changes

Database Enhancements

Shredded Storage

Request Management

New Workflow Framework

Separation of Office Web Applications

Distributed Cache

Service Application Changes

Service Application Architecture Overview

New Service Applications

Depreciated and Changed Service Applications

Security Changes

Summary

images Chapter 2: New Installation and Configuration

SharePoint 2013 Prerequisites

Choosing the Installation Type

Stand-Alone Installation

Server Farm Installation

SharePoint Products Configuration Wizard

Managed Accounts

Configuring Your SharePoint Farm

Configure Outgoing E-Mail

Welcome to the Central Administration Web Site

Application Management

System Settings

Monitoring

Backup and Restore

Security

Upgrade and Migration

General Application Settings

Apps

Other Noteworthy Areas of Central Administration

Creating Your First Web Application

Administering Your Web Application

Creating a Site Collection

Alternate Access Mappings

Scenario 1: Extended Publishing Site

Scenario 2: Reverse Proxy and Load-Balanced Web Application

Mapping to an External Resource

Summary

images Chapter 3: Working with PowerShell

What About STSADM?

PowerShell Basics

Loading the SharePoint Cmdlets

PowerShell Syntax

Exploring SharePoint Cmdlets

Getting Help

Aliases

Pipelines

PowerShell and SharePoint

Administration Permissions

Content Databases

Web Applications

Site Collections (SPSite)

Sites (SPWeb)

Memory and Disposal

Summary

images Chapter 4: Upgrading from SharePoint 2010

Planning

What Is New?

Database Attach Process

Minimizing Downtime

Pre-Upgrade Maintenance

Managing Customizations

Upgrade

Copying Legacy Databases

Attach Service Applications

Attach Content Databases

Upgrading Site Collections

Summary

images Chapter 5: Health Monitoring and Disaster Recovery

Planning for Disaster Recovery

Load-Balanced Service

SQL Server Failover Clustering

SQL Server Database Mirroring

SharePoint Farm Design

Maintaining Content Integrity

The Recycle Bin

Versioning

Backup and Restore

Site Collection Backups

Export and Import

Unattached Content Database Data Recovery

Farm Backup and Restore

SharePoint 2013 Request Management

The Request Management Process

Request Management Administration

Health and Monitoring

Logging

Correlation IDs

The Logging Database

Analytics

The Health Analyzer

Timer Jobs

The Developer Dashboard

Summary

images Chapter 6: Users, Profiles, and Social Networking

A User’s Profile

The User Profile Infrastructure

The User Profile Service Application

The User Profile Service

The User Profile Synchronization Service

The Forefront Identity Manager (FIM)

Configuring User Profile Synchronization

Establishing Managed Accounts

Creating the User Profile Service Application

Starting the Services

Importing User Profiles from Active Directory

Writing Back to Active Directory

User Profiles in SharePoint 2013

User Profile Properties and Subtypes

Organization Profiles

Audiences

Social Networking

My Sites

Creating the My Site Host Site Collection

Capacity Planning for My Sites

A Tour of SharePoint 2013 My Sites

Notes and Tagging

Tagging in SharePoint 2013

Ratings

Blogs

Wikis

Summary

images Chapter 7: Security and Policy

Security Administration

SharePoint Administrators

Permissions and Permission Levels

Creating Custom Permission Levels

SharePoint Users

SharePoint Security Groups

Adding Users to a Group

Removing Users from a Group

Group Settings and Permissions

Creating a New Group (and Assigning Permissions)

Deleting a Group

Assigning New Visitor, Member, and Owner Groups at Site Creation

Granting Permissions

Granting Permissions at the Root Site Collection

Permission Inheritance (and Breaking It)

Granting Permissions to a List or Document Library

Granting Permissions to a List Item or Document

Anonymous Access

Web Application Policies

Best Practices

Summary

images Chapter 8: Claims-Based and Federated Authentication

Digital Identity

Identity Management

Identity Authentication

Secure Tokens

SharePoint Authentication

Legacy Approach—Classic Mode Authentication

Claims-Based-Authentication Approach

Configuring a Claims Web Application

Federated Authentication

Active Directory Federated Services

Summary

images Chapter 9: Content Model and Managed Metadata

The SharePoint Content Type Model

What are Content Types and Site Columns?

New Content Type Model Functionality

SharePoint Metadata Types

Site Columns

Content Types

Metadata in Lists

Metadata in Publishing

The Managed Metadata Service

Taxonomy and Folksonomy

Initial Setup

Associating with a Web Application

Access to the Term Store Management Tool from a Site

Taxonomy—Managed Metadata

Managed Metadata in SharePoint Sites

Tagging User Interface

Filtering

Tagging in Office Applications

Content Type Hubs

Publishing, Un-publishing, and Republishing

The Error Log

Summary

images Chapter 10: Publishing and Web Content Management

SharePoint Publishing Infrastructure

A Publishing Site

Publishing Features

Content Management

Check In/Out, Versioning, and Content Approval

New in SharePoint 2013

Content Authoring Improvements

Image Rendition

Cross-Site Publishing and Catalog Enabled Lists and Libraries

Managed Navigation

SEO Page Optimization

Site Design Manager

Content Deployment

Configuring the Destination Farm

Configuring the Source Farm

Common Issues with Content Deployment

Summary

images Chapter 11: Documents and Records Management

What Is a Documents Management System?

Document Management in SharePoint 2013

Overview of Documents Management System Features

Document Content Types and Document Sets

Document Workflows

Document Tracking

Document Conversion

Document Workspaces

Records Management in SharePoint 2013

Setting Up the Content Organizer

Setting Up the Records Center

Hold and e-Discovery

Records Retention

In-Place Records Management

Auditing

Summary

images Chapter 12: Business Intelligence

Business Intelligence Features in SharePoint

New to SharePoint 2013

The Secure Store Service

PerformancePoint Services

Creating a New Business Intelligence Center

Installing the Dashboard Designer

First-Class Objects

Creating a SSAS Database

Creating a Simple Business Intelligence Dashboard

Security Permissions for PerformancePoint Services

PerformancePoint Dashboards in Production

Visio Services

Save from Visio to SharePoint

Create Workflows from Visio

The Visio Web Part

Excel Services

Creating a Simple Dashboard in Excel Services

Summary

images Chapter 13: Business Connectivity Services

Overview of Business Connectivity Services

What Is New in SharePoint 2013?

Configuring Business Connectivity Services

Configure the Secure Store

External Content Types

External Content Type Profile Pages

External Lists

External Data Columns

Connecting to an OData Source

User Profile Properties

Export and Import Models

Search

Summary

images Chapter 14: Microsoft Office Integration and Office Web Applications

Office 2013 and an Overview of Integration

The Backstage Area

Opening and Saving to SharePoint

SkyDrive and Office 365

Live Co-Authoring

Document Information Panel

Integrating SharePoint 2013 with the Office Applications

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft OneNote

Microsoft Access

Microsoft InfoPath

Microsoft Outlook

Office Web Applications

Configuring OWA for SharePoint 2013

Summary

images Chapter 15: SharePoint Search

New Architecture

Components

Topology

Creating a New Search Service Application

Splitting Search Service Application Components Across Multiple Servers

Crawling

Content SharePoint Sources

Crawling External Web Sites

Other Content Sources

Crawl Rules

Server Name Mappings

File Types

Crawler Impact Rules

Queries and Results

Authoritative Pages

Result Sources

Query Rules

Query Client Types

Search Schema

Query Suggestions

Search Dictionaries

Search Result Removal

Diagnostics

Crawl Log

Crawl Health Reports

Query Health Reports

Usage Reports

Summary

images Chapter 16: SharePoint Designer and Branding

SharePoint 2013 User Interface

Branding with the Design Manager

Creating a Brand

SharePoint Designer 2013

New Features

Locking Down SharePoint Designer

Summary

Index

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