Index

Numerics

14 Hive, 29–32

A

AAIM (Association for Information and Image Management), 256

accessing SharePoint data in Silverlight, 207–211

adding

commands to ribbon, 129–131

custom tabs to ribbon, 132–135

data with ECMAScript, 194

DataView web part with SPD, 407–409

site columns to content types, 223–224

administration, sandboxed solutions

blocking, 431–432

load balancing, configuring, 430

Sandboxed Service Code, configuring, 430

Adventure Works sample databases, downloading, 472–473

Ajax web parts, developing, 114–120

Announcement lists, 66

Application Management section (Central Administration), 338

databases, 342

service applications, 342

site collections, 341–342

web applications, 339–340

application pages, writing, 142–144

Approval workflow, modifying with SPD, 323–326

architecture

ASP.NET, 26–27

of service applications, 413

of Silverlight, 198

ASP.NET, 26–27

assigning permission levels, 373–375

associating Three-State workflow with custom library, 318–322

authentication, claims based authentication, 361

configuring, 362–369

authoring tools, 291

authorization

permission levels, creating, 372–375

permissions, 369–370

B

Backup and Restore section (Central Administration)

Farm Backup and Restore section, 347–350

Granular Backup section, 350–351

backups

granular, performing, 350–351

performing, 343–350

benefits of RIAs, 198

BI (Business Intelligence), 447

chart web part, 449, 452–453

status indicator web part, 454–456

Blank Site template, 77

blocking sandboxed solutions, 431–432

Blog Site template, 79

Business Intelligence Center site template, 447

business solutions provided by SharePoint, 3–6

bypassing security validation, 162–164

C

Calendar lists, 68

recurring events, creating, 69–71

CAML (Collaborative Application Markup Language)

list data, querying, 246–248, 250–251

CAS (Code Access Security), 438

categorizing events, 238

Central Administration, 337

Application Management, 338

site collections section, 341–342

web applications section, 339–340

Backup and Restore section

Farm Backup and Restore section, 347–350

Granular Backup section, 350–351

General Applications section, 355

Content Deployment section, 358

InfoPath Forms Services section, 356

Search section, 357

SharePoint Designer section, 357

Monitoring section, 344

Health Analyzer section, 345

Reporting section, 346

Timer Jobs section, 345

Security section

General Security section, 352–353

Information Policy section, 354

Users section, 352

System Settings section

Email and Text Messages section, 343

Farm Management section, 343–344

Servers section, 343

Upgrade and Migration section, 354

chart web part, 449, 452–453

claims based authentication, 361

configuring, 362–369

classes

ClientContext, 186

mapping client object model to server side classes, 185

security-related, 372

SPContext, 159–160

SPFarm, 155

SPQuery, querying list data, 246–248

SPSecurity, 160–162

SPSiteDataQuery, querying list data, 250–251

SPWebConfigModifications, modifying web.config, 177–178

SPWebService, 155

SPWindowService, 155

client object model, 184

classes, mapping to server side classes, 185

Client.svc, 184

context, 186

creating data, 190

deleting data, 191

DLL locations, 185

ECMAScript, 192

data, adding, 194

data, deleting, 195

data, updating, 195

hosting page requirements, 193

site title, displaying, 193–194

exceptions, 191

ExecuteQuery() method, 188

lambda expressions, 189

Load() method, 187

LoadQuery() method, 189–190

site title, retrieving, 186–187

updating data, 190

Client.svc, 184

ClientContext class, 186

CodePlex, 154

columns, 66

site columns, 215

creating, 215, 218–221

fields, creating, 232–237

command line shells, PowerShell, 358–359

commands

adding to ribbon, 129–131

PowerShell, 358–359

communities, 7

comparing

ASP.NET and SharePoint, 26–27

user controls and custom controls, 92

components of service applications, 414

composites, 9–10

configuration database, 32

configuring

claims based authentication, 362–369

content type synchronization, 271–275

document sets, 261–262

Hold and eDiscovery, 283–285

in-place records management, 288–290

PerformancePoint Services, 470–471

retention library, 280–282

Sandboxed Service Code, 430

sandboxed solutions

load balancing, 430

resource restrictions, 433–436

search scopes, 383–388

SharePoint 2010 Search, 379–383

terms, 266–268

web parts with editor parts, 106–108

connected web parts, developing, 112–114

console applications

lists, creating, 214–215

writing, 41–43

consuming Visio diagrams with Visio Services, 457–462

Contacts lists, 74

content, 8, 378. See also content types

ECM, 256

Document IDs, 258

document sets, 259–262

Managed Metadata Service, 263–264

enterprise keywords, 269–271

external content types

creating, 300

creating with SPD, 299–306

creating with Visual Studio, 307–315

master page placeholders, 136–138

new types, creating in SPD, 405–406

organizing with managed metadata, 268–269

tagging, 266–268, 417–421

term sets, managing, 264–266

Content Organizer, 285

content routing rule, creating, 286–288

content types, 221

creating, 222

with features, 225–228

site columns, adding, 223–224

synchronizing, 271–275

context

in client object model, 186

retrieving, 159–160

controls

custom controls

developing, 95–97

web part connections, 112–114

web parts, 103–105, 109–120

delegate controls, developing, 100–102

safe controls, safe mode processing, 98–100

user controls, developing, 92–94

crawl database, 378–379

creating

Ajax web parts, 114–120

content routing rules, 286–288

content types, 222

with features, 225–228

with SPD, 405–406

custom controls, 95–97

custom fields, 232–237

custom lists with SPD, 401–402

custom timer jobs, 172–176

data with client object model, 190

delegate controls, 100–102

document sets, 259

event receivers, 179–180

external content types, 300

with SPD, 299–306

with Visual Studio, 307–315

form templates, 493–496

data source, specifying, 496–499

form libraries, 493–494

publishing to Training Feedback form library, 502–505

Submit button behavior, specifying, 500–502

list templates, 228–229

lists with console application, 214–215

master pages, 139–142

with SPD, 400

page layouts, 293, 296

PerformancePoint Service applications, 470

permission levels, 372–375

PPS dashboards, 476–483

Silverlight Hello World application, 200–205

site columns, 215, 218–219

with features, 220–221

with SPD, 404–405

user controls, 93–94

workflows with Visual Studio, 327–333

custom actions, writing, 125–127

custom controls

developing, 95–97

safe mode processing, 98–100

versus user controls, 92

web parts, 103

Ajax web parts, 114–120

Image Viewer web part, 103–105

visual web part, 109–112

web part connections, 112–114

custom errors, disabling, 61

custom fields, creating, 232–237

custom list definitions, creating, 228–229

custom lists, 66–67

creating in SPD, 401–402

custom page layouts, creating, 293–296

custom searches, writing with query object model, 392–395

custom tabs, adding to ribbon, 132–135

customization (web parts), 105–106

D

Dashboard Designer (PerformancePoint), 475

launching, 474

PPS dashboards, creating, 476–483

data

adding with ECMAScript, 194–195

creating with client object model, 190

deleting with client object model, 191

Silverlight, consuming in SharePoint, 207–211

updating with client object model, 190

data source, specifying for form templates, 496–497, 499

databases, 342

SQL, 32, 35

DataView web parts

adding with SPD, 407–409

columns, sorting with SPD, 409–410

paging, implementing with SPD, 411

debugging

in Visual Studio, 62

SharePoint solutions, disabling custom errors, 61

decomposition tree, 483

default values, specifying for form templates, 496–499

delegate controls, developing, 100–102

deleting data

with client object model, 191

with ECMAScript, 195

developer dashboard, 62

monitoring performance, troubleshooting, 168, 171–172

developing

Ajax web parts, 114–120

connected web parts, 112–114

custom controls, 95–97

delegate controls, 100–102

full trust proxy, 438–441

user controls, 92–94

validators, 441–444

diagrams (Visio), consuming with Visio Services, 457–462

disabling custom errors, 61

disadvantages of RIAs, 198

Discussion Board lists, 71

displaying

farms, servers and services, 157–158

lists in SharePoint site, 152–153

site title with ECMAScript, 193–194

disposable objects, 164–166

Dispose Checker tool, 166–167

DLL locations for client side API, 185

Document Center template, 85

Document IDs, 257–258

document libraries, 67

document sets

configuring, 261–262

creating, 259

document workspaces, 78

downloading Adventure Works sample databases, 472–473

E

ECM (Enterprise Content Management), 256

Document IDs, 258

document sets

configuring, 261–262

creating, 259

enterprise keywords, 269–271

managed metadata, 268–269

Managed Metadata Service, provisioning, 263–264

term sets, configuring, 264–266

ECMAScript, 192

data, adding, 194

data, deleting, 195

data, updating, 195

hosting page requirements, 193

site title, displaying, 193–194

editing site layouts in SPD, 402–403

editor parts, web parts configuration, 106–108

enterprise keywords, 262, 269–271

Enterprise Wiki template, 88

error handling, exceptions, 191

event receivers, 178, 237

creating, 179–180

list item event receivers, writing, 239–245

events

categorizing, 238

list events, 238

of SharePoint features, 60

Excel Services, 462–466

Excel Services application, 416–417

exceptions, 191

ExecuteQuery() method, 188

external content types, creating, 300

with SPD, 299–306

with Visual Studio, 307–315

F

farm management, 343–344

Farm scoped features, 58

farm solutions, 44, 47–50

farms, displaying servers and services, 157–158

FAST Search Server for SharePoint 2010, 378

feature receivers, 59

features, 56

communities, 7

composites, 9–10

content, 8

content types, creating, 225–228

events, 60

Farm scoped features, 58

insights, 8–9

of web content management system, 293

authoring tools, 291

ribbon interface, 291

search, 8

site columns, creating, 220–221

sites, 7

virtualization, 16–17

fields, creating, 232–237

file system, writing application pages, 142–144

Find by Document ID web part, 258

folders, 14 Hive, 29–32

folksonomy, 262

form libraries, creating, 493–494

forms

InfoPath, 487

list forms, modifying, 488–493

templates

creating, 493–496

data source, specifying, 496–499

form libraries, creating, 493–494

publishing to Training Feedback form library, 502–505

Submit button behavior, specifying, 500–502

full trust proxy, developing, 438–441

G

General Applications section (Central Administration), 355

Content Deployment section, 358

InfoPath Forms Services section, 356

Search section, 357

SharePoint Designer section, 357

Geneva Framework, 362

granular backups, performing, 350–351

Group Work Site template, 79, 83

H

hardware requirements for SharePoint 2010 installation, 10–11

Hello World Silverlight application, creating, 200–205

history of SharePoint, 6–7

Hold and eDiscovery, configuring, 283–285

home page of search center site, 388

hosting Silverlight applications in SharePoint, 205–207

I

IIS (Internet Information Server), 26

Image Viewer web part, 103–105

implementing DataView web part paging with SPD, 411

improvements to web content management system, 293

in-place records management

configuring, 288–290

Content Organizer, 285

content routing rule, creating, 286–288

Hold and eDiscovery, configuring, 283–285

Records Center Site template, 278–280

retention library, configuring, 280–282

InfoPath, 487

form templates

creating, 493–496

data source, specifying, 496–499

form libraries, 493–494

publishing to Training Feedback form library, 502–505

Submit button behavior, specifying, 500–502

list forms, modifying, 488–493

inheritance, 371

insights, 8–9

installing SharePoint

hardware requirements, 10–11

on single Windows Server 2008 R2 machine, 12–16

interface of SPD, 397

Navigation pane, 398

J-K-L

JavaScript client object model. See ECMAScript

lambda expressions, 189

launching

Dashboard Designer, 474

SPD, 397

layouts, modifying site layouts in SPD, 402–403

libraries, 65, 213

custom, associating Three-State workflow, 318–322

document libraries, 67

LINQ (Language-Integrated Query), querying list data, 251–253

list events, 238

list forms, modifying, 488–493

list item event receivers, writing, 239–245

list templates, creating, 228–229

listing servers and services in farms, 157–158

lists, 65, 213

Announcement lists, 66

Calendar lists, 68

recurring events, creating, 69–71

columns, 66

Contacts lists, 74

custom lists, 66–67

creating in SPD, 401–402

Discussion Board lists, 71

displaying in SharePoint site, 152–153

document libraries, 67

external lists, creating, 300

with SPD, 299–306

with Visual Studio, 307–315

in meeting work-spaces, 76

permissions, 370

querying with CAML, 246–251

querying with LINQ, 251–253

Survey lists, 74–76

Task lists, 71–73

load balancing for sandboxed solutions, 429

Load() method, 187

LoadQuery() method, 189–190

local mode load balancing, 429

M

managed metadata, 262, 268–269

Managed Metadata Service, 417–421

provisioning, 263–264

managed services, service applications, 38

managed terms, 262

managing term sets, 264–266

master pages, 135

content placeholders, 136–138

creating, 139–142

creating in SPD, 400

structure, 136

meeting workspaces

lists, 76

template, 82, 85

Metadata Content Managers, 262

methods

ExecuteQuery(), 188

Load(), 187

LoadQuery(), 189–190

modifying

Approval workflow with SPD, 323–326

list forms, 488–489, 491–493

master pages in SPD, 400

site layouts with SPD, 402–403

web.config with SPWebConfig-Modifications class, 177–178

monitoring performance, troubleshooting, 168–172

Monitoring section (Central Administration), 344

Health Analyzer section, 345

Reporting section, 346

Timer Jobs section, 345

MOSS (Microsoft Office SharePoint Server), 183

My Site Host template, 87

N

navigation elements

quick launch menu, 147

top navigation bar, 145–147

Navigation pane (SPD), 398

new content types

creating, 222

creating with SPD, 405–406

site columns, adding, 223–224

null checks, 113

O

Object Browser (Visual Studio), 153

object model, 152–153

and server architecture, 155

and site architecture, 158

disposable objects, 164–166

objects, security-related, 372

organizing content, managed metadata, 268–269

Out of the Box Three-State workflow, associating with custom library, 318–322

P

page layouts, creating, 293–296

performance, troubleshooting monitoring performance, 168–172

PerformancePoint Services, 469

Adventure Works sample databases, 472–473

configuring, 470

Dashboard Designer, 474–475

PPS dashboards, creating, 476–483

unattended user account, configuring, 470–471

performing backups, 347, 349–350

granular backups, 350–351

permission levels, creating, 372–375

permissions, 369–370

personalization, 105–106

portals, 413

PowerShell commands, 358–359

programming server-side object model, 152–153

project templates (Visual Studio 2010), 18–19

provisioning

Managed Metadata Service, 263–264

records library, 278–280

publishing form templates to Training Feedback form library, 502–505

Publishing Portal template, 87

Q

query component (search), 379

query object model, writing custom searches, 392–395

querying lists

with CAML, 246–251

with LINQ, 251–253

Quick Launch menu, 147

R

Records Center Site template, 278–280

retention library, configuring, 280–282

Records Center template, 86

records library, provisioning, 278–280

records management

Content Organizer, 285

content routing rule, creating, 286–288

Hold and eDiscovery, configuring, 283–285

in-place records management, configuring, 288–290

Records Center Site template, 278–280

retention library, configuring, 280–282

recurring events, creating, 69–71

remote mode load balancing, 429

reports, 346

resource monitoring, configuring, 435–436

restrictions for sandboxed solutions, 55, 437–438

results page of search center site, 389

retention library, configuring, 280–282

retrieving

context information, 159–160

site title through client side object model, 186–187

RIAs (rich Internet applications), 197

benefits of, 198

Silverlight, hosting in SharePoint, 205–207

ribbons, 127 291

commands, adding, 129, 131

custom tabs, adding, 132–135

routing, Content Organizer, 285

content routing rule, creating, 286–288

S

safe mode processing, 98–100

safeguarding against XSS, 120–121

SAML (Security Assertions Markup Language), 362

Sandboxed Service Code, configuring, 430

sandboxed solutions, 51, 428–429

blocking, 431–432

full trust proxy, developing, 438–441

load balancing, 429–430

resource restrictions, configuring, 433–436

restrictions, 55, 437–438

Sandbox Service Code, configuring, 430

validators, developing, 441–444

web part, creating, 52–54

scoped features, 58

scopes, SharePoint 2010 Search, 384

search center site, 388

home page, 388

results page, 389

web parts, 390–392

search feature, 8

search queries

content, 378

options, 377

writing with query object model, 392–395

search scopes, configuring, 383–388

Search Server 2010, 378

Search Server 2010 Express, 378

security

authorization

permission levels, creating, 372–375

permissions, 369–370

CAS, 438

claims based authentication, 361

configuring, 362–369

elevating, 161–162

safe mode processing, 98–100

XSS, protecting against, 120–121

security context, 160–162

security object model, 372

Security section (Central Administration)

General Security section, 352–353

Information Policy section, 354

Users section, 352

security validation, bypassing, 162–164

server architecture and object model, 155

Server Explorer (Visual Studio), 153

server-side object model, 152–153

and server architecture, 155

and site architecture, 158

disposable objects, 164–166

servers in farms, listing, 157–158

Service Application Framework, 156

service applications, 38, 342

architecture, 413

components of, 414

Excel Services application, 416–417

Managed Metadata Service, 417–421

PerformancePoint, creating, 470

User Profile service application, 421–425

services in farms, listing, 157–158

shared services, 413

service applications

components of, 414

Excel Services application, 416–417

Managed Metadata Service, 417, 421

User Profile service application, 421–425

SharePoint 2010

farms, 35

history of, 6–7

installing

hardware requirements, 10–11

on single Windows Server 2008 R2 machine, 12–16

web applications, 27

SharePoint 2010 Foundation, 377

SharePoint 2010 Search

configuring, 379–383

scopes, creating, 384

SharePoint Manager 2010, 154

Silverlight

applications, hosting in SharePoint, 205–207

architecture, 198

Hello World application, creating, 200–205

SharePoint data, accessing, 207–211

site architecture and object model, 158

site collections, 35, 341–342

sandboxed solutions, 428–429

site columns, 215

adding to content types, 223–224

creating, 215, 218–219

with features, 220–221

creating in SPD, 404–405

fields, creating, 232–237

Site Content Types gallery, viewing, 221

site layouts, modifying in SPD, 402–403

site templates

Blank Site template, 77

Blog Site template, 79

Document Center template, 85

document workspaces, 78

Enterprise Wiki template, 88

Group Work Site template, 79, 83

meeting workspace template, 82, 85

My Site Host template, 87

Publishing Portal template, 87

Records Center template, 86

Team Site template, 77

site title

displaying with ECMAScript, 193–194

retrieving through client side object model, 186–187

sites, 7, 35

lists, displaying, 152–153

solutions

custom errors, disabling, 61

farm solutions, 44, 47–50

provided by SharePoint, 3–6

sandboxed solutions, 51

restrictions, 55

web part, creating, 52

sorting DataView web part columns with SPD, 409–410

SPContext class, 44, 159–160

SPD

Approval workflow, modifying, 323–326

content types, creating, 405–406

custom lists, creating, 401–402

DataView web part

adding, 407, 409

columns, sorting, 409–410

paging, 411

external content types, creating, 299–306

launching, 397

master pages, modifying, 400

site columns, creating, 404–405

site layouts, modifying, 402–403

user interface, 397

Navigation pane, 398

SPD (SharePoint Designer), 22–23

SPDisposeCheck tool, 166–167

SPFarm class, 43, 155

SPQuery class, querying list data, 246–248

spreadsheets, Excel Services, 462–466

SPSecurity class, 160–162

SPSecurity.RunWithElevated-Privileges delegate, 373

SPServer object, 155

SPSiteDataQuery class, querying list data, 250–251

SPUCWorkerProcess.exe, 429

SPWebApplication class, 43

SPWebConfigModifications class, modifying web.config, 177–178

SPWebService class, 155

SPWindowService class, 155

SQL Server, databases, 32, 35

SSPs (shared service providers), 413

status indicator web part, 454–456

structure

of master pages, 136

of search center site, 388

home page, 388

results page, 389

web parts, 390–392

STS (Security Token Service), 362

stsadm tool, 48

Submit button, specifying form template behavior, 500–502

Survey lists, 74–76

synchronizing content types, 271–275

synonyms, 266–268

Systems Settings section (Central Administration)

Email and Text Messages section, 343

Farm Management section, 343–344

Servers section, 343

T

tabs, adding to ribbon, 132–135

tagging, 262, 266–268

content, 417–421

Task lists, 71–73

taxonomy, 262

Team Site template, 77

templates

form templates

creating, 493–496

data source, specifying, 496–499

form libraries, creating, 493–494

publishing to Training Feedback form library, 502–505

Submit button behavior, specifying, 500–502

list templates, creating, 228–229

site templates

Blank Site template, 77

Blog Site template, 79

Document Center template, 85

document workspaces, 78

Enterprise Wiki template, 88

Group Work Site template, 79, 83

meeting workspace template, 82, 85

My Site Host template, 87

Publishing Portal template, 87

Records Center template, 86

Team Site template, 77

term sets, 262

managing, 264–266

Term Store Management tool, 264–266

terms, 262

enterprise keywords, 269–271

synonyms, configuring, 266–268

Three-State workflow, associating to custom library, 318–322

timer jobs, 36–37, 345–346

creating, 172–176

top navigation bar, 145–147

Training Feedback form library, publishing form templates to, 502–505

troubleshooting monitoring performance, 168–172

U

unattended user account (PerformancePoint), configuring, 470–471

unsafe updates, allowing, 162–164

updating

data

with client object model, 190

with ECMAScript, 195

security, bypassing, 162–164

Upgrade and Migration section (Central Administration), 354

user controls

developing, 92–94

versus custom controls, 92

user interface

Central Administration

Application Management section, 338–342

Backup and Restore section, 347–350

General Applications section, 355–358

Granular Backup section, 350–351

Monitoring section, 344–346

Security section, 352–354

System Settings section, 343–344

Upgrade and Migration section, 354

custom actions, writing, 125–127

master pages, 135

content placeholders, 136–138

creating, 139–142

structure, 136

navigation elements

Quick Launch menu, 147

top navigation bar, 145–147

of SPD, 397

Navigation pane, 398

ribbons, 127

custom commands, adding, 129–131

custom tabs, adding, 132–135

User Profile service application, 421–425

V

validators, developing, 441–444

viewing

Site Content Types gallery, 221

WSP file contents, 49–50

virtual directories, 29–32

virtualization, 16–17

Visio Services, consuming Visio diagrams, 457–462

Visual Studio

workflows, creating, 327–333

debugging, 62

external content types, creating, 307–315

list templates, creating, 228–229

Object Browser, 153

Server Explorer, 153

Visual Studio 2010

SharePoint 2010 support, 17–21

SharePoint project templates, 18–19

visual web parts, 109–112

W

web applications, 339–340

features, 57

web content management system

features, 293

authoring tools, 291

ribbon interface, 291

page layouts, creating, 293–296

Web Part Manager, 103

web part pages, 121

web parts, 103

Ajax web parts, 114–120

chart web part, 449, 452–453

configuring with editor parts, 106–108

customization, 105–106

DataView web part

adding with SPD, 407–409

columns, sorting with SPD, 409–410

paging, implementing with SPD, 411

Find by Document ID, 258

Image Viewer web part, 103–105

personalization, 105–106

for sandboxed solution, creating, 52–54

of search center site, 390–392

status indicator web part, 454–456

visual web part, 109–112

web part connections, 112–114

writing, 44, 47–48

web.config, modifying with SPWebConfigModifications class, 177–178

wiki pages, 121–122

Windows PowerShell, 358

commands, 358–359

Windows Server 2008 R2 machine, installing SharePoint, 12–16

workflows, 317

creating with Visual Studio, 327–333

Three-State, associating with custom library, 318–322

WPF (Windows Presentation Framework), 198

writing

application pages, 142–144

custom actions, 125–127

custom search queries with query object model, 392–395

list item event receivers, 239–245

web parts, 44, 47–48

WSP files, 428–429

viewing contents, 49–50

X-Y-Z

XSS, protecting against, 120–121