book

Microsoft® SharePoint® 2010

Name: Microsoft® SharePoint® 2010
Author: Brian Alderman Bill English and Mark Ferraz
ISBN: 9780735651685

by Brian Alderman Bill English and Mark Ferraz

September 2010

Intermediate to advanced

1184 pages

35h 35m

English

Microsoft Press

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Microsoft® SharePoint® 2010
Dedication
Acknowledgments
Introduction
How to Use This BookSystem RequirementsAbout the Companion MediaSupportWe Want to Hear from You
I. The Basics
1. Understanding the Basics of Collaboration in SharePoint 2010
Introducing SharePoint 2010 CapabilitiesUsing SharePoint Sites and TemplatesInteracting with SharePoint SitesSite Creation in SharePoint 2010Editing Features in SharePoint 2010Rich Text EditingThe SharePoint RibbonSharePoint Dialog BoxesCreating Rich ThemesCreating Themes Using the User InterfaceCreating Themes with Microsoft PowerPoint 2010Creating Themes Using Style SheetsApplying the Upgraded 2010 UI to All SitesIncorporating Rich Media SupportWorking with Lists and LibrariesList EnhancementsList Input FormList TemplatesCreating a ListManaging List ColumnsCreating, Editing, and Deleting ColumnsTypes of ColumnsInformation ColumnsLookup ColumnsCalculated ColumnsIndexing ColumnsSorting and FilteringList ViewsAdvanced List ConceptsLarge List SupportSite ColumnsCreating a Site ColumnModifying a Site ColumnEditing List Input FormsModify Form Web PartsModify Form Using InfoPath 2010Modify Form Using SharePoint Designer 2010Microsoft Office IntegrationSharePoint Workspace 2010Microsoft Word 2010Support for Other Microsoft Office ProductsSummary
2. Understanding the Architecture of SharePoint 2010
Enterprise ArchitectureModularExtensibleScalableLogical Architecture ComponentsService ArchitectureOperating System ServicesDatabase ServicesWorkflow ServicesSupporting ServicesASP.NET 3.5Web PartsPersonalizationMaster PagesProvider FrameworkCore ServicesStorageRepositoryMetadataVersioningBackupSecurityRights and RolesRights TrimmingPluggable AuthenticationClaims-Based AuthenticationManagementAdministrative User ExperienceDelegationProvisioningMonitoringMulti-TenancyWindows PowerShellTopologySite ModelAPIsFields and FormsWeb ServicesClient Object ModelFeatures and SolutionsCapabilitiesSitesContentCommunitiesSearchCompositesInsightsDeploymentServer RolesWeb Server RoleApplication Server RoleDatabase Server RoleDeployment TopologiesSmall Farm DeploymentMedium Farm DeploymentLarge Farm DeploymentDevelopment and Testing EnvironmentsConfiguration/Development EnvironmentDedicated Testing EnvironmentExample DeploymentApplication PoolsUnderstanding Application PoolsDefault SharePoint 2010 Application PoolsSummary
II. Installation and Implementation
3. Optimizing SQL Server for a SharePoint 2010 Implementation
About SQL ServerSQL Server VersionsSQL Server 2008SQL Server 2005SQL Server InstancesDefault SQL Server InstanceNamed SQL Server InstanceTypes of DatabasesSQL Server System DatabasesSharePoint User DatabasesSQL Server Management StudioSystem Stored Procedures and Transact-SQL (T-SQL)sp_configure Stored ProcedureALTER DATABASE T-SQL StatementWindows PowerShell for SQL Server 2008Installing and Configuring SQL Server 2008 for SharePoint 2010SQL Server 2008 EditionsSQL Server Hardware RequirementsSQL Server Software RequirementsOptimizing SQL Server for SharePoint 2010SQL Server Memory SettingsDefault Memory SettingsRunning Multiple Instances of SQL ServerDatabase Files and Their LocationDatabase FilesStorage OptionsDefault Database LocationModel Database SettingsModel Database Default SettingsModifying the Model Database SettingsInitial Size of Model DatabaseRecovery Model of Model DatabaseAutogrowth Setting of Model DatabaseShrinking Your Content DatabasesPre-Creating Your Content DatabasesTempdb Database SettingsSharePoint Content Database Recovery ModelWhat Is a Transaction Log?Full Recovery ModelSimple Recovery ModelVerifying Data Integrity Using DBCC CHECKDBOptimizing Outside of SQL ServerDisk Storage OptionsDisk Storage OptionsNTFS Allocation Unit SizeMonitoring SQL I/O with SQLIO.exeSummary
4. Installing SharePoint 2010
Introducing SharePoint 2010 Installation TypesSharePoint Intranet EditionsSharePoint Foundation 2010SharePoint 2010FAST Search Server for SharePointSharePoint 2010 OnlineSharePoint Internet EditionsSharePoint 2010 for Internet Sites, Standard EditionSharePoint 2010 for Internet Sites, Enterprise EditionFAST Search Server 2010 for Internet BusinessSharePoint Online for Internet ServicesSharePoint Server RolesWeb Front-End ServerApplication ServersDatabase ServerActive DirectoryPreparing for SharePoint 2010 InstallationHardware RequirementsWeb/Application ServerDatabase ServerSoftware RequirementsOperating SystemDatabase ServerWeb/Application ServerClient ComputersLevel 1 Web BrowsersLevel 2 Web browsersMicrosoft OfficeMicrosoft SilverlightActive DirectorySharePoint 2010 Preparation ToolLocal Prerequisite Command-Line InstallationInternet Prerequisite Graphical User Interface InstallationUsing the Prerequisiteinstaller.EXE GUI to install prerequisitesUsing the Setup.exe GUI to install prerequisitesPerforming SharePoint 2010 InstallationsSharePoint 2010 GUI InstallationsSharePoint 2010 Standalone InstallationPhase One of SharePoint 2010 Standalone Edition InstallationPhase Two of SharePoint 2010 Standalone Edition InstallationSharePoint Foundation 2010 Standalone InstallationSharePoint 2010 Complete InstallationPhase One of SharePoint 2010 Complete Edition InstallationPhase Two of SharePoint 2010 Complete Edition InstallationSharePoint Foundation 2010 Complete InstallationPerforming a Command-Line Installation of SharePointInstalling the PrerequisitesInstalling the SharePoint Product BinariesBuilding the SharePoint FarmInstalling and Provisioning the Service ApplicationsConfiguring a SharePoint 2010 InstallationRunning the Farm Configuration WizardRenaming the Central Administration DatabaseUninstalling SharePoint 2010Summary

III. Building and Managing a SharePoint Farm
5. Using Windows PowerShell to Perform and Automate Farm Administrative Tasks
Using Windows PowerShell: The BasicsWhat’s New in Windows PowerShell 2.0Windows PowerShell ArchitectureInstalling Windows PowerShellInstalling Windows PowerShell 2.0 and WinRM 2.0Working Within Your Execution PolicyManaging Systems Remotely with WinRMConfiguring for WinRMMeeting Requirements for SharePoint PowerShell RemotingUsing WinRM RemotingWorking with the SharePoint 2010 Management ShellUnderstanding cmdletsWorking with ObjectsUnderstanding Properties and MethodsUsing VerbsGetting HelpHelp FilesISE HelpUsing Parameterscmdlets for SharePoint Foundation 2010cmdlets for SharePoint 2010Performing Basic Administrative TasksUsing the–whatif ParameterGenerating TranscriptsExamples of SharePoint Administrative TasksDeploying SharePoint 2010 with Windows PowerShell ScriptsManaging SharePoint ServicesUsing Windows PowerShell During the Upgrade ProcessPreparing for an UpgradePerforming Post-Upgrade TasksSummary
6. Managing SharePoint 2010 Using Central Administration
Introducing Central AdministrationNavigating the Central Administration Home PageCentral Administration Site Actions MenuCentral Administration Breadcrumb Navigation Trail IconCentral Administration Browse OptionCentral Administration Page OptionPerforming Administrative Tasks Using Central AdministrationApplication ManagementManaging Web ApplicationsUsing the Web Application RibbonCreating a Web ApplicationPublic URLDatabase Name and AuthenticationFailover ServerSearch ServerService Application ConnectionsCustomer Experience Improvement ProgramExtending a Web ApplicationDeleting or Removing a Web ApplicationGeneral SettingsGeneral SettingsResource ThrottlingWorkflow SettingsOutgoing E-mailMobile AccountSharePoint DesignerManage FeaturesManaged PathsService ConnectionsAuthentication ProvidersSelf-Service Site CreationBlocked File TypesUser PermissionsWeb Part SecurityPolicies for Web ApplicationsAnonymous PolicyPermission PolicyConfiguring Alternate Access MappingsSite CollectionsCreate site collectionsDelete a site collectionConfirm site use and deletionSpecify quota templatesConfigure quotas and locksChange site collection administratorsView all site collectionsConfigure self-service site creationService ApplicationsManage Service ApplicationsConfigure Service Application AssociationsDatabasesManage Content DatabasesSpecify the default database serverConfigure the data retrieval serviceSystem SettingsServersServers In FarmManage services on serverE-Mail And Text Messages (SMS)Configure Outgoing E-mail SettingsConfigure Incoming E-mail SettingsConfigure Mobile AccountFarm ManagementConfigure Alternate Access MappingsManage Farm FeaturesManage Farm SolutionsManage user solutionsConfigure Privacy OptionsConfigure Cross-Firewall Access ZonesMonitoringHealth AnalyzerReview problems and solutionsReview rule definitionsTimer JobsReview Job DefinitionsCheck Job StatusReportingView Administrative ReportsConfigure diagnostic loggingConfigure Usage and Health Data CollectionView Health ReportView Web Analytics ReportsReview information management policy usage reportsBackup and RestoreFarm Backup and RestorePerform a BackupRestore From a BackupConfigure Backup SettingsView Backup and Restore HistoryCheck Backup and Restore Job StatusGranular BackupPerform a Site Collection BackupExport a Site or ListRecover data from an unattached content databaseCheck Granular Backup Job StatusSecurityUsersManage the Farm Administrators GroupApprove or Reject Distribution GroupsSpecify Web Application User PolicyGeneral SecurityConfigure Managed AccountsConfigure Service AccountsConfigure Password Change SettingsSpecify Authentication ProvidersManage TrustsManage Antivirus SettingsDefine Blocked File TypesManage Web Part SecurityConfigure Self-Services Site CreationInformation PolicyConfigure Information Rights ManagementConfigure Information Management PolicyUpgrade and MigrationUpgrade and Patch ManagementConvert Farm License TypeEnable Enterprise FeaturesEnable Features on Existing SitesCheck Product and Patch Installation StatusReview Database StatusCheck Upgrade StatusGeneral Application SettingsExternal Service ConnectionsConfigure Send to ConnectionsConfigure Document ConversionsInfoPath Forms ServicesSite DirectoryConfigure the Site DirectoryScan Site Directory LinksSharePoint DesignerSearchFarm-Wide Search AdministrationCrawler Impact RulesContent DeploymentConfigure Content DeploymentConfigure Content Deployment Paths and JobsCheck Deployment of Specific ContentConfiguration WizardsLaunch the Farm Configuration WizardSummary
7. Scaling Out a SharePoint Farm
History of SharePoint FarmsServices FederationSingle and Cross-Farm ServicesServices Applications Logical ArchitectureInternet Information ServicesWeb ApplicationsApplication PoolsService Application Proxy GroupsPublishing Service ApplicationsScaling Service Applications ArchitectureWeb TierApplication TierDatabase TierIdentifying a Logical Location of Services on ServersPlanning Service Applications ArchitecturePlanning Topology ArchitectureConfiguring Service ApplicationsStarting and Stopping a ServiceDeploying Service Applications to an Existing Web ApplicationCreating a Custom Application Proxy Group for a Web ApplicationCreating a New Instance of a Service ApplicationModifying the Application Pool of a Deployed Service ApplicationModifying the Service Applications in the Default Application Proxy GroupPublishing Service ApplicationsPublishing Service Applications to Remote FarmsStep 1: Exchange Trust Certificates with the Remote FarmExporting the Root Certificate from the Consuming FarmExporting the STS Certificate from the Consuming FarmExporting the Root Certificate from the Publishing FarmCopying the Exported CertificatesEstablishing Trust on the Consuming FarmImporting the Root Certificate and Creating a Trusted Root Authority on the Consuming FarmEstablishing Trust on the Publishing FarmImporting the Root Certificate and Creating a Trusted Root Authority on the Publishing FarmImporting the STS Certificate and Creating a Trusted Service Token Issuer on the Publishing FarmSetting Up and Enabling the Application Discovery And Load Balance Service ApplicationStep 2: Explicitly Publish the Service ApplicationStep 3: Explicitly Connect the Service ApplicationTopologies for SharePoint 2010Server RolesWeb ServerApplication ServerDatabase ServerScaling Out a Farm with Server GroupsContoso Pharmaceutical Small Farm TopologiesDescription of the two-Tier ApproachDescription of the three-Tier ApproachRecommendationsContoso Medium Farm TopologyDescriptionRecommendationsSummary
8. Information Management Policies
Introducing Records Management and Information Management PoliciesWhat Is Records Management?Compliance Requirements DocumentRecords Management RolesSharePoint AdministratorCompliance OfficersRecords ManagersContent ManagersInformation WorkersThe File PlanWhat Are Information Management Policies?Planning Document PoliciesPolicy MetadataImplementing and Configuring Information Management PoliciesDefining a Retention PolicyAuditingBarcodesLabelingGenerating Information Management Policy Usage ReportsViewing Information Management Usage ReportsViewing the Policies ReportViewing the Policy Usage ReportImplementing and Configuring a Records CenterCreating and Managing a Content TypeCreating the Records CenterSetup Tasks And File Plan CreationCommon Records Management TasksContent Organizer RulesCreating Records LibrariesDefining Required MetadataApplying Information Management PoliciesCreating Content Organizer RulesCreating a Farm Level Send To OptionPlacing a Hold on RecordsGenerating a File Plan ReportGenerating an Audit ReportImplementing and Managing In Place RecordsImplementing In Place Records at the Site CollectionConfiguring In Place Records in a List or LibraryManaging In Place Records in a List or LibraryManaging Information Management Policies with In Place Records ActivatedSummary
IV. Organizing, Publishing, and Finding Information
9. Organizing Information
Developing an Information Architecture with Sharepoint 2010Value of InformationWhat Is Putability?What Is Findability?How Well Is Findability Understood?The Paradox of Findability as a Corporate StrategyThe Opportunity Cost of a Poor Information Process and ArchitectureSharePoint 2010, Putability, and FindabilityPutability and the Managed Metadata ServiceBuilding an Information ArchitectureBusiness TaxonomyInformation Architecture, Governance, and RequirementsGovernanceRequirementsPutability and Operational TaxonomiesDublin CoreDarwin Information Typing ArchitectureOther TaxonomiesUsability and Tool DevelopmentUse of SharePoint and MaintenanceAn Information Organization ProjectPhase 0: Information Organization AssessmentPhase 1: Business Requirements DevelopmentPhase 2: Technical Requirements and Project CharterPhase 3: Audit and AnalysisPhase 4: Development of Putability and FindabilityPhase 5: Governance and MaintenanceSharePoint 2010 Tools to Organize InformationSummary
10. Collaboration and Portals
Using Collaboration SitesCollaboration Site TemplatesMeetings Workspace Site TemplatesEnabling Collaboration FeaturesPlanning for CollaborationWeb ApplicationsManaged PathsProvisioningSelf-Service Site CreationRequest-based site creationIntegration with SharePoint Workspace 2010Choosing to Use Portal SitesPortal Site ScenariosCollaborationPublishingRecords ManagementProject Implementation ScenarioPublishing Portal FeaturesThe Benefits of Enterprise WikisSharing Knowledge: The Social ExperienceSocial FeaturesMy SitesBlogs and WikisSocial TaggingExpertise TaggingSocial SearchRatingsIntegrating with the Outlook Social ConnectorCreating an Information Repository with the User Profile ServiceUses and Benefits of the User Profile ServiceUser ProfilesOrganization ProfilesProfile Synchronization for User Profile ServicesAudiencesMy Site HostMy SiteSocial Tags and NotesUser Profile Service ArchitectureWeb Front-End ServersApplication ServersDatabasesSetting Up and Configuring the User Profile ServiceStarting the User Profile ServiceEditing an Existing User Profile Service ApplicationDelegating Administration of a User Profile Service ApplicationCreating User Sub-typesCreating User Profile PropertiesEditing and Deleting Existing User Profile PropertiesEditing Profile PoliciesCreating and Configuring AudiencesProfile SynchronizationStarting User Profile Synchronization ServiceCreating New Profile Synchronization ConnectionEditing Profile Synchronization Connection FiltersCreating an Organization ProfileSetting Up My SitesConfiguring the My Site SettingsConfiguring User PermissionsSummary
11. Search Server 2010 and FAST Search: Architecture and Administration
Introducing Enterprise SearchSearch ArchitectureSearch ToolsLanguage DetectionWord BreakersCustom DictionariesiFiltersConnectorsSearch Components and ProcessesFarm and Application ConfigurationSearch Support StaffFarm-Wide Search SettingsManaging Crawler Impact RulesCreating Search ApplicationsConfiguring the Search ApplicationPublishing the ServiceDelegating AdministrationModifying PropertiesConfiguring CrawlsCreating and Managing Content SourcesCreating and Managing Crawl RulesUsing Server Name MappingsControlling Host DistributionManaging File TypesResetting the IndexManaging CrawlsGlobal Crawl ManagementContent Source Crawl ManagementUser Crawl ManagementScheduling CrawlsReviewing and Troubleshooting CrawlsUsing Crawl LogsUsing Crawl ReportsDiagnostic LoggingManaging the Search Service TopologyScaling ConsiderationsModifying the TopologyCrawl DatabasesCrawl ComponentsProperty DatabasesIndex Partitions and Query ComponentsFAST Search Server 2010 for SharePointIntroducing FAST Search Server 2010Architecture and TopologySharePoint WFE ServersSharePoint Application ServersFAST Application ServersDatabase ServersScaling FAST Application Layer (Cluster)Indexing ConnectorsWeb contentDatabase CONTENTLotus Notes ContentLine-of-Business Data ContentSummary
12. Using Windows PowerShell to Manage Search Services and FAST Search
Working with Basic SearchUsing Enterprise SearchCreating and Managing Search Application TopologyConfiguring the Search Administration ComponentProvision Crawl Topology and Crawl ComponentsProvision Query Topology and Query ComponentsAdministering Content SourcesScheduling Content SourcesCreating and Deleting Content SourcesStarting and Stopping Content Source CrawlingModifying Authoritative Pages and Search MetadataConfiguring Authoritative PagesMaintaining Metadata Categories and PropertiesDeploying and Managing FAST Search with Windows PowerShellUsing the FAST Search Server 2010 for SharePoint Shellcmdlets for FAST Search Server 2010 for SharePointAdding FAST Search Server 2010 for SharePoint to a SharePoint 2010 InstallationCreating and Configuring the Content SSACreating and Configuring a Query SSASummary
13. Customizing the Search Results and Search Center
Benefits of the Search FeaturesIntroducing SharePoint SearchImproving the User ExperienceContextual PromotionsAdding User Context MetadataUsing Managed KeywordsAdding Best BetsAdding Visual Best BetsAdvanced User ContextsUsing Language DetectionCustomizing the User InterfaceChoosing and Customizing the Search CenterCustomizing the Enterprise Search CenterCreating New Search PagesCreating New TabsConfiguring Custom Page AccessCustomizing Search PagesQuery PagesSearch Box Web PartAdvanced Search PagesCustomizing the Results PresentationRefinement PanelSearch Core ResultsCustomizing Search Results MetadataImproving Search QualityLinguisticsTokenization and NormalizationSpelling and PronunciationSpell-TuningExcluding Words from Spell CheckLemmatizationEntity ExtractionCreating Search RulesRank ProfileXRANKSearch Quality SummaryImproving Collection QualityPreventing Content ErrorsDiagnosing Content IssuesSummary
14. Administering Enterprise Content Management
Document ManagementDocument LibrariesCreating a Document LibraryAdding Documents to a LibraryAdjusting Document Library SettingsVersioningRequiring Check-in/Check-out and Content ApprovalDraft Item SecurityInformation Management PolicyRetentionAuditingBarcodesLabelsOpening and Saving Documents in a Document LibraryMetadata Navigation and FilteringConfiguring Navigation HierarchiesConfiguring Key FiltersConfiguring Automatic Column IndexingThe Content OrganizerConfiguring the Content OrganizerSetting Up Content Organizer RulesDocument SetsLocation-Based Metadata Default ValuesDocument Center TemplateEnterprise Metadata ManagementContent Types and ColumnsManaged Metadata FieldsTerm Store and Term SetsTerm Store Management, Groups, and ScopingConfiguring GroupsConfiguring Term Sets and TermsContent Type SyndicationSetting Up a Content Type Syndication HubSetting Up the Managed Metadata ServicePublishing Content Types from the HubConfigure Content Type Publishing in Subscribed Site CollectionsRecords ManagementRecords Management and Upfront PreparationRecords Management FeaturesImproved Records Center SiteIn-Place Records ManagementSite and List Level Declaration SettingsDeclare a Record Within a LibraryDocument Compliance DetailseDiscovery and HoldConfiguring HoldsPlacing a Hold on a DocumentPerforming eDiscoveryViewing Hold ReportsRetentionLibrary-Based RetentionFile Plan ReportScalabilityWeb Content ManagementAccessibility and MarkupContent QueryRatingsFoldersPage AuthoringThemes and BrandingDigital Asset ManagementNew Content TypesVideo Streaming InfrastructureUser InterfaceSummary
15. Administering Web Content Management and Publishing
Publishing Site Types and FeaturesChoosing the Right Site TypeEnabling Publishing FeaturesPublishing WorkflowsBrandingUsing VariationsSharePoint 2010 Platform EnhancementsAdministering Publishing SitesSecurity and PermissionsSite Structure and NavigationThe SharePoint Page ModelMaster PagesPage LayoutsField ControlsWeb PartsSharePoint Designer SettingsControl and Insight from AnalyticsConfiguring AnalyticsAnalytics ReportsAuthoring and Publishing Web ContentWeb-based Content AuthoringSmart Client Content AuthoringConfiguring Document Conversion ServicesCustom Document ConvertersWeb Parts in Publishing PagesContent Query Web PartDigital Media and Asset LibrariesAsset LibrariesUsing Media from Within Microsoft Office ApplicationsRich Media Within Publishing SitesReusable ContentConfiguring Content CachingContent Caching OverviewBLOB CachePlanning for BLOB CacheChoosing File Types to be CachedPlanning for StorageConfiguring BLOB CacheBit Rate ThrottlingPage Output CacheOutput Cache ConsiderationsPros of Using Output CacheCons of Using Output CacheOutput Cache ConceptsCache PoliciesCacheabilityCache ProfilesCreating New Cache ProfilesConfiguring Output CacheConfiguring Output Cache at the Web Application LevelConfiguring Output Cache at the Site Collection LevelConfiguring Output Cache at the Site LevelConfiguring Output Cache at the Page LevelObject CacheObject Cache ConsiderationsConfiguring Object CacheConfiguring Object Cache at the Web Application LevelConfiguring Object Cache at the Site CollectionFlushing Object CacheManaging Content DeploymentContent Deployment ConceptsContent Deployment PathsContent Deployment JobsContent Deployment SecurityContent Deployment ConsiderationsDetermine Whether to Use Content DeploymentDetermine the Number of FarmsPlan for Export and Import ServersPlan for Content Deployment Job SchedulingPlan for Large JobsPlan for Change Log SettingsDeploy to an Empty Site Collection for Initial DeploymentConfiguring Content DeploymentConfigure Content Deployment SettingsCreate Content Deployment PathCreate Content Deployment JobConfigure a Quick Deploy JobSummary
16. Securing Information
Introducing SharePoint SecuritySecuring a SharePoint FarmFarm Administrators GroupService Account ConfigurationsApproving or Rejecting Distribution GroupsConfiguring Information Rights ManagementConfiguring Information Management PoliciesLabelsBarcodesRetentionSecuring a Web ApplicationZonesAuthentication ProvidersHow Zones, Web Applications, and Security Work Together to Provide Secure SolutionsChanging Authentication Providers for a Web ApplicationManaging Web Part SecuritySelf-Service Site CreationSecuring Site CollectionsCustom Site Collection PoliciesAuditing Activities in a Site CollectionSecurity Trimming for NavigationSite Collection AdministratorsSecuring SitesIndexing Site and List ContentSite Permissions and Permission InheritancePermission OverviewPermission DependenciesPermission Level InheritanceGroupsUsing Active Directory Groups for SharePoint SecuritySecuring ListsContent ApprovalVersioning SettingsDraft Item SecurityWindows PowerShell SecurityService Application PermissionsSummary
17. Data Protection, Recoverability, and Availability
Introducing Disaster RecoveryThe Importance of RedundancyThe Role of BackupsStoring BackupsTypes of SharePoint BackupsRestoresDisaster Recovery PlanningEducationServer Operating SystemSQL ServerInternet Information ServicesThird-Party SoftwareNetwork ComponentsCentral AdministrationWeb Front-End ServersSearch ServerService ApplicationsDocumentationSharePoint-Dependent DocumentationOperating SystemSQL ServerInternet Information ServicesSharePoint Component DocumentationCentral AdministrationWeb Front-EndSearch ServiceService ApplicationsPreparationUsing SharePoint 2010 Disaster Recovery ToolsVersioningThe Two-Stage Recycle BinCentral AdministrationWindows PowerShellSTSADMSQL Server BackupsRead-Only Content DatabasesUnattached Content DatabasesPerforming Backups and RestoresUsing Central AdministrationUsing Windows PowerShellUsing the Backup-SPFarm and Restore-SPFarm cmdletsParameters Specific to the Backup-SPFarm CmdletParameters Specific to the Restore-SPFarm CmdletUsing the Backup-SPConfigurationDatabase cmdletUsing the Restore-SPFarm cmdlet to Restore Only Farm Configuration InformationUsing the Backup-SPSite and Restore-SPSite cmdletsUsing the Export-SPWeb cmdletUsing the Import-SPWeb cmdletSample Windows PowerShell Backup and Restore CommandsUsing STSADMCatastrophic BackupsCatastrophic RestoresSite Collection BackupsSite Collection RestoresSite and Subsite ExportsSite and Subsite ImportsSample STSADM Backup and Restore CommandsExample of Performing a SharePoint 2010 Farm Backup and RestorePerforming a Farm-Level Backup Using Windows PowerShellUsing Central Administration to Restore Your Windows PowerShell BackupUsing SQL Server for Backups and RestoresHigh-Availability Options in SharePoint 2010SQL Database MirroringAsynchronous Database MirroringSynchronous Database MirroringSQL Server Transaction Log ShippingCombining Database Mirroring and Log ShippingSQL SnapshotsSQL Server Failover ClusteringEnsuring a Full Farm RecoverySummary
V. Advanced Topics
18. Aggregating External Data Sources
What Are the Business Connectivity Services?Using the Business Data Connectivity Service Application and ModelBusiness Data Connectivity LayerBDC AdministrationBDC RuntimeExternal Content TypesBDC Models and Resource FilesUnderstanding the BCS Security OptionsAuthentication ModesAuthorizationManaging Data ConnectionsSetting BCS PermissionsConfiguring Profile Page CreationCreating BDC ModelsImporting BDC ModelsCreating a Profile PageCreating External Data ActionsModifying BDC ObjectsUsing External System ThrottlingBuilding Composite SolutionsExternal ListsBusiness Data Web PartsExternal Data ColumnsExternal Data SearchAdding a Content SourceMapping Crawled PropertiesCustomizing the End-User ExperienceExternal Data and User ProfilesSummary
19. Web Parts and Their Functionality in SharePoint 2010
Introducing Web PartsBefore You Begin Developing Web PartsManaging Web PartsAdding Web PartsEditing Web PartsAppearanceLayoutAdvancedConnecting Web PartsExploring New and Improved Out-of-the-Box Web PartsLists And Libraries Web PartsBusiness Data Web PartsBusiness Data ActionsBusiness Data Catalog FilterBusiness Data ItemStatus IndicatorContent Rollup Web PartsDocument Sets Web PartsFilter Web PartsForms Web PartsMedia And Content Web PartsOutlook Web App Web PartsSearch Web PartsAdvanced Search BoxDual Chinese SearchFederated ResultsRefinement PanelSearch Core ResultsRelated QueriesSearch Action LinksSearch Best BetsSearch PagingSearch StatisticsTop Federated ResultsSocial Collaboration Web PartsOther Web PartsThe Data View Web PartPerformancePoint Services in SharePoint 2010 Web PartsReportsScorecardFilterStackSelectorWeb AnalyticsOffice Client Web PartsExcel Web AccessInfoPath FormWSRP ViewerSilverlight Web PartSummary
20. Publishing SharePoint 2010 to Mobile Devices
Introducing SharePoint Mobile in 2010Microsoft Office Mobile 2010SharePoint Workspace Mobile 2010Microsoft Office Web ApplicationsInstalling Office Web ApplicationsChecking the Status of Office Web Application ServicesActivating Services and Creating Application ProxiesActivating Site Collection FeaturesControlling Service-Specific SettingsExcel ServicesPowerPoint ServiceWord Viewing ServicePowerPoint Broadcast Slide Show SetupStarting a BroadcastUsing Group Policy to Adjust Broadcast Service SettingsMobile SearchMobile ViewsSupported Web Parts, Pages, Lists, Libraries, and ColumnsList Settings for Mobile ViewsPreviewing Mobile Access Device OptionsWindows PhoneOther DevicesSetting Up SMS AlertsMobile Account PrerequisitesConfiguring a Mobile Account at the Farm LevelConfiguring a Mobile Account at the Web Application LevelConfiguring a Mobile Account Using Windows PowerShellExploring Mobile Access ScenariosAnonymous Mobile Browser AccessAuthenticated Cross-Firewall AccessAuthenticated Secure Gateway AccessExamining Common Firewall ConfigurationsEdge FirewallMulti-homed FirewallBack-to-Back FirewallSecure Access Gateway ConfigurationSetting Up UAG for SharePointImportant ConsiderationsAlternate Access MappingsPublic Host NamesSetting Up SharePoint for Cross-Firewall AccessCreating Application Portal Trunk in UAGPublishing SharePoint Through a Portal Trunk in UAGAdding a SharePoint Site as an Application to a Portal TrunkEnabling Mobile Access for a SharePoint Link in a Portal TrunkSummary
21. Business Intelligence, Reporting Services, and PerformancePoint Services
Decision Making and BIEstablishing a Common LanguageApplying KPIs to GoalsCreating Scorecards with KPIsUnderstanding DashboardsSQL Server Reporting Services 2008What’s New in SQL Server Reporting Services 2008Report AuthoringReport Processing and RenderingArchitecture and Tool ChangesUnderstanding the Architecture of SQL Server Reporting Services 2008Clients TierSharePoint TierReport Server TierMemory ManagementLog FilesData TierDetailed Architectural Overview and Common ScenariosInstalling and Configuring SQL Server Reporting Services 2008Configuring Reporting ServicesConfiguring Report Server Integration with SharePoint Central AdministrationDeploying and Managing ReportsPerformancePoint Services 2010What’s New in PerformancePoint Services 2010Understanding the Architecture of PerformancePoint Services 2010Installing and Configuring PerformancePoint Services 2010Creating a PerformancePoint Service ApplicationCreating a Secure Store ServiceDefining an Unattended Service AccountAdding a PerformancePoint Service ApplicationDefining SharePoint Locations as Trusted Data Source LocationsDefining SharePoint Locations as Trusted Content LocationsUpgrading PerformancePoint Server 2007Migrating Content to Another SharePoint 2010 LocationSummary
22. Upgrading to SharePoint 2010
Introduction to SharePoint 2010 UpgradesPhilosophyHow It WorksSharePoint 2010 Upgrade TypesSharePoint 2010 Upgrade ScenariosSpecial CasesSharePoint 2010 Upgrade PathsSupported Upgraded TopologiesUpgrade RestrictionsPreparing to Upgrade to SharePoint 2010Ten Best Practices for Upgrading to SharePoint 2010Backing Up and Testing Your SharePoint FarmBacking Up Your Current SharePoint FarmTesting Your SharePoint Farm BackupsRunning the Pre-Upgrade Checker ToolSharePoint 2010 Upgrade ConsiderationsUpgrade Process ConsiderationsUpgrading the SharePoint User InterfaceUpgrading FeaturesFive Steps to a Successful Upgrade to SharePoint 2010Performing a Database Attach UpgradePreparing the New Farm Environment for the UpgradeCreating and Configuring the New SharePoint 2010 EnvironmentInstalling SharePoint 2010Duplicating your Web Applications and Farm ConfigurationsManually Transfering all Farm CustomizationsVerifying the New SharePoint 2010 EnvironmentAttaching Your Existing Content Databases to Your New SharePoint 2010 FarmVerifying That You Have the Required SQL Server PermissionsAssociating the Existing Content Databases with Their New Web ApplicationsWindows PowerShell Test-SPContentDatabase cmdletSTSADM –O AddContentDB CommandVerifying That the Upgrade Operation Was SuccessfulPerforming an In-Place UpgradeInstalling the In-Place UpgradeConfiguring the In-Place UpgradePerforming a Hybrid Upgrade ApproachHybrid Approach 1: Read-Only DatabasesHybrid Approach 2: Detach DatabasesUpgrading from SharePoint Portal Server 2003Performing Post-Upgrade ConfigurationsShared Service Provider UpgradeTaxonomy Data and Photo Store for Profile ServicesUpgraded InfoPath Form TemplatesSecurity ConfigurationsSummary
23. Creating and Managing Workflows
Understanding Human WorkflowsUnderstanding System WorkflowsWorkflows in SharePoint 2010Workflow Stages and FormsSharePoint 2010 Workflow Types by Packaging and DeploymentSharePoint 2010 Workflow Types by AssociationsSharePoint 2010 Workflow ImprovementsWorkflow Modeling Tool ImprovementsSite WorkflowsReusable Declarative WorkflowsImpersonation in Declarative WorkflowsTimer-Based ExecutionWorkflow List EventsPluggable Workflow ServiceImproved Compliance CapabilitiesPredefined Workflows of SharePoint 2010Collect Feedback WorkflowApproval WorkflowDisposition Approval WorkflowCollect Signatures WorkflowThree-state WorkflowTranslation ManagementWorkflow Modeling and Development ToolsMicrosoft Visio 2010SharePoint Designer 2010Improvements in SharePoint Designer 2010Creating and Deploying Workflows in SharePoint Designer 2010Importing Workflows from Visio 2010Visual Studio 2010Visual Studio Workflow Project TypesStandard Workflow Activities in Visual StudioCreating Workflows in Visual StudioWorkflow Modeling Tools ComparisonPlanning for Workflow DeploymentIdentify Roles InvolvedArchitectsWorkflow DevelopersInformation WorkersFarm AdministratorsSite Collection AdministratorsList AdministratorsSite UsersSecurity ConsiderationsWorkflows Run as AdministratorsImpersonation in Declarative WorkflowsPermissions to Start WorkflowInformation DisclosureTask Notifications to Users Without AccessWorkflow Tasks and Workflow HistoryTampering with Tasks and Workflow History ItemsSetting Up Workflow ConfigurationsWeb Application ConfigurationsEnabling or Disabling User-Defined WorkflowsConfiguring Task Notification for Unauthorized UsersPreserving Workflow HistoryDeploying WorkflowsDeploying Predefined WorkflowsDeploying Declarative WorkflowsDeploying Custom WorkflowsActivating a WorkflowAdding a Workflow AssociationAssociating a Workflow with a List or LibraryAssociating a Workflow with a Site Content TypeAssociating a Workflow with a SiteStarting and Verifying the WorkflowMonitoring WorkflowsWorkflow StatusWorkflow Status for List or Library WorkflowsWorkflow Status for Site WorkflowsWorkflow ReportsViewing Site Collection Workflow Usage SummaryViewing Workflow Performance Analysis ReportsTroubleshooting Workflow IssuesDetecting Workflow ErrorsResolving Workflow ErrorsPredefined WorkflowsSharePoint Designer 2010 WorkflowsVisual Studio 2010 Custom WorkflowsSummary
Index
About the Authors
Copyright

Content preview from Microsoft® SharePoint® 2010

Chapter 8. Information Management Policies

This chapter discusses the use of information management policies as well as records management in Microsoft SharePoint 2010. It includes an introduction to information management policies, details about configuring information management policies at the farm level, and best practices for creating information management policies. Furthermore, this chapter discusses how to create a Records Center in SharePoint 2010 and how to utilize a new feature in SharePoint 2010 called In Place Records Management ...

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Microsoft® SharePoint® 2010

by Brian Alderman Bill English and Mark Ferraz

Chapter 8. Information Management Policies

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