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Expert SharePoint 2010 Practices

Book Description

Expert SharePoint 2010 Practices is a valuable compendium of best practices, tips, and secrets straight from the most knowledgeable SharePoint gurus in the industry.

Learn from the experts as you dive into topics like multitenancy, solution deployment, business intelligence, and administration. Our team of carefully chosen contributors, most with Microsoft's Most Valuable Professional (MVP) designation bestowed upon them, shares with you the secrets and practices that have brought them success in a wide variety of SharePoint scenarios.

Each contributor is passionate about the power of SharePoint and wants to help you leverage the capabilities of the platform in your business—but in the proper way. Go beyond procedures and manuals, and benefit from hundreds of years of combined experience, which the authors of Expert SharePoint 2010 Practices provide in these pages.

Learn from the masters and take control of SharePoint 2010 like you never have before with Expert SharePoint 2010 Practices!

Table of Contents

  1. Title
  2. Dedication
  3. Contents at a Glance
  4. Contents
  5. About the Authors
  6. About the Technical Reviewer
  7. Acknowledgments
  8. CHAPTER 1: Workflows
    1. Out of the Box Workflows
    2. Customizing Out of the Box Workflows
    3. Writing Workflows with SharePoint Designer
    4. Writing Workflows with Visual Studio
    5. Summary
  9. CHAPTER 2: Bridging the Office-SharePoint Gap
    1. Visio Services
    2. Word Services
    3. Access Services
    4. Summary
    5. References and Links
  10. CHAPTER 3: Leveraging Content Types
    1. The Importance of Content Types and Metadata
    2. Creating Custom Content Types
    3. Columns Need a Purpose
    4. The Platform vs. the Solution
    5. The Role of the Content Type Hub
    6. The Role of Managed Metadata
    7. Visualizing the Complexity of Content Types
    8. Summary: Designing for Complexity and Growth
  11. CHAPTER 4: Automating Document Assembly
    1. Real-World Examples
    2. Solution Overview
    3. Solution Walkthrough
    4. Important Lessons
    5. Extension Points
    6. Further Reading
  12. CHAPTER 5: Practical Document Management with SharePoint 2010
    1. Why Use SharePoint for Document Management?
    2. Is SharePoint OOB a Complete DM Solution?
    3. Document Management Needs for Organizations
    4. A DM Project: Selling to Implementation to Support
    5. Critical Architectural Choices
  13. CHAPTER 6: Forms Services and InfoPath
    1. Internals of InfoPath Forms
    2. Designing Browser-Enabled Form Templates
    3. Deploying InfoPath Forms to SharePoint
    4. Programming InfoPath Forms
    5. InfoPath Forms Services
    6. Summary
  14. CHAPTER 7: The SharePoint 2010 Client Object Model
    1. ECMAScript
    2. Using Client Object Model
    3. Summary
  15. CHAPTER 8: Extending SharePoint Using Event Receivers
    1. Deploying/Registering Event Receivers
    2. Summary
  16. CHAPTER 9: Touch Points–Integrating SharePoint 2010 and ASP.NET
    1. Integration Factors
    2. Example Business Scenarios
    3. Organizational Factors
    4. Touch Points
    5. Low Touch Point
    6. Branding SharePoint Solutions
    7. Publishing Layouts
    8. Customizing SharePoint 2010 Navigation
    9. Summary
  17. CHAPTER 10: Client-Side Programming
    1. Understanding Client- vs. Server-Side Programming
    2. Working with the SharePoint Client Object Model
    3. Using Best Practices
    4. Creating a Client-Side Script
    5. Summary
  18. CHAPTER 11: SharePoint and Windows Phone 7 Development
    1. Introduction
    2. Development Environment
    3. Security
    4. Data Access
    5. Accessing your SharePoint Data
    6. Summary
  19. CHAPTER 12: SharePoint Solution Deployment
    1. Observations from the Field
    2. Example Overview
    3. Feature Best Practices
    4. SharePoint Solution Best Practices
    5. Upgrading Features and Solutions
    6. Summary
  20. CHAPTER 13: Business Intelligence
    1. New Additions to Business Intelligence in SharePoint 2010
    2. Optimizing Your Business Intelligence Resources
    3. http://msdn.microsoft.com/en-us/library/ee557257.aspx
    4. Web Parts
    5. Excel Services
    6. PerformancePoint Services
    7. Reporting Services
    8. Summary
    9. Next Steps
    10. Bibliography and Links
  21. CHAPTER 14: Business Connectivity Services
    1. BCS Architecture
    2. Business Connectivity Services Deployment Types
    3. Creating a .NET Connector in Visual Studio 2010
    4. The Secure Store Service
    5. Creating Security Trimmed CRUD Operations on a SQL Database Using Visual Studio 2010
    6. Adding Security Trimming to .NET Connectors
    7. Summary
  22. CHAPTER 15: Designing Mashups with Excel and Visio
    1. Visio Mashups
    2. Excel Driven Dashboards
    3. Putting it all Together—Help Desk Mashup
    4. Conclusion
  23. CHAPTER 16: Tips, Tricks, and Traps
    1. PowerPivot Annoyances
    2. User Experience for PowerPivot Solutions
    3. Tuning PowerPivot Performance
    4. Summary
  24. CHAPTER 17: PerformancePoint Services
    1. What Will You Learn in This Chapter?
    2. Software Prerequisites
    3. Introduction
    4. PerformancePoint Services Architecture
    5. Setting Up PerformancePoint Services
    6. Managing PerformancePoint with PowerShell
    7. Authoring and Publishing PerformancePoint Solutions
    8. Advanced Report Types
    9. Summary
  25. CHAPTER 18: Public-Facing SharePoint Sites
    1. What to Expect From This Chapter
    2. Getting Started
    3. Content is King
    4. Maintaining an Image
    5. Attracting Attention from the World Wide Web
    6. Helping Your Users Find Their Content
    7. What to Tell the Developers
    8. The Accessibility Argument
    9. Summary
  26. CHAPTER 19: Claims-Based Authentication in SharePoint 2010
    1. Understanding Claims in SharePoint 2010
    2. Deciding When to Use SAML Token-Based Authentication
    3. Implementing SAML Token-Authentication in SharePoint 2010
    4. Before You Attempt to Install AD FS
    5. Certificates Required for Operating an AD FS Server
    6. Understanding Token-Signing Certificates
    7. Understanding Service Communication Certificates
    8. Installing Active Directory Federation Services 2.0
    9. Configuring Your Federation Server
    10. Adding a Token-signing Certificate
    11. Understanding Identity Providers (AD FS Account Partners)
    12. Adding a Claims Provider Trust Manually
    13. Understanding Claims Rules in AD FS
    14. Configuring AD FS Relying Party
    15. Configuring SharePoint 2010 for Claims Authentication
    16. Adding the Token-Signing Certificate to SharePoint
    17. Adding a Trusted Identity Provider to SharePoint
    18. Enabling Claims in Your SharePoint Web Application
    19. Validating Your Claims are Working
    20. Chapter Summary
  27. Index