book

Microsoft® SharePoint® Foundation 2010 Inside Out

Name: Microsoft® SharePoint® Foundation 2010 Inside Out
Author: Penelope Coventry Errin O’Connor Troy Lanphier, Johnathan Lightfoot, Thomas Resing, and Michael Doyle
ISBN: 9780735647848

by Penelope Coventry Errin O’Connor Troy Lanphier, Johnathan Lightfoot, Thomas Resing, and Michael Doyle

October 2011

Intermediate to advanced

800 pages

22h 2m

English

Microsoft Press

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Microsoft® SharePoint® Foundation 2010 Inside Out
Dedication
Introduction
Who Should Read This BookAssumptionsOrganization of This BookConventions and Features in This BookText ConventionsDesign ConventionsAcknowledgmentsErrata & Book SupportWe Want to Hear from YouStay in Touch
1. Introduction to Microsoft SharePoint Foundation 2010
Presenting SharePoint Foundation 2010SitesCommunitiesMy ProfileTagsColleague SuggestionsOrganization BrowserRatingsWikisBlogsMy ContentPhotos and PresenceRecent ActivitiesContentCompliance Becomes NaturalDocument SetsSearchMetadata-Driven RefinementPeople and Expertise SearchContextual SearchInsightsDecomposition TreeDashboardsCompositesWhat’s New?The RibbonAlerts EnhancementsBusiness Connectivity ServicesClient Object ModelCustom Field Rendering EnhancementsEvents EnhancementsHealth AnalyzerList EnhancementsLarge ListsReferential Integrity for List Items with Lookup ColumnsEnforcing Unique Column ConstraintsExternal ListsMicrosoft Sync FrameworkMobile Device Development EnhancementsMobile Web Part AdaptersMobile MessagingNew Mobile Pages and ControlsMobile Document ViewersPerformance Monitoring and Request ThrottlingQuery EnhancementsNew Query Support for Server-Side CodeLINQ to SharePoint ProviderList Joins Supported in CAML QueriesQuerying in Client-Side CodeQueries in the Client Object ModelSupport for ADO.NET Data Services FrameworkAvoid Using SharePoint Data Providing Web ServicesAvoid Making Direct Calls to owssvr.dllThe RibbonSandboxed SolutionsSecurity EnhancementsClaims-Based Identity and AuthenticationASP.NET Membership User Token Converted to Claims Security TokenAutomatic Password Change and Managed AccountsEffective Permission APISecure Store ServiceService Application FrameworkImproved Development ExperienceImproved Integration with SharePointWCF IntegrationRound-Robin Load BalancingClaims-Based IdentityBackup and RestoreSilverlight Integration and Cross-Domain Data AccessSilverlight Web PartSilverlight Cross-Domain Data AccessUI EnhancementsUI ImprovementsUnified Logging SystemsSPMonitoredScopeRequest Usage DatabaseDeveloper DashboardAPI ImprovementsWindows PowerShell for SharePointWorkflow EnhancementsNew Workflow ActivitiesPluggable Workflow ServicesWorkflow EventsSite WorkflowsReusable Declarative WorkflowsSummary
2. Administration for Business Users
Business User AdministrationBusiness User AdministrationBusiness User AdministrationInformation Technology Professional AdministrationInstallation and Configuration DecisionsHosted SharePoint or On-Premises SharePoint?On-PremisesHosted SharePointThe SharePoint StructureComparing a SharePoint Web Application to a TreeThe SharePoint Farm Supports the Web ApplicationsThe Content Database as a Unit of StorageUsing a Content Database as a Unit of Backup and RestorationManaging Content Database Size for PerformanceOrganizing for Content Database GrowthSearch AdministrationSearch ProductsSharePoint Foundation 2010 SearchSearch Server 2010 and Search Server 2010 ExpressSharePoint Server 2010 SearchFAST Search Server for SharePoint 2010Search Results FreshnessSecurityAuthentication and AuthorizationTypes of AuthenticationClassic Windows IntegratedClaims-Based Windows IntegratedForms-Based (with Claims)Claims-Based Without WindowsAnonymous AccessSecuring Web ApplicationsPublic WebsitesSecured IntranetsSecured ExtranetsMore Security Settings at the Web Application LevelExtended Web Applications for Your Site CollectionUser Policy on a Web ApplicationSelf-Service Site Collection CreationEnabling Client IntegrationEncryptionUpgrades and MigrationUpgrading from Windows SharePoint Services Version 3Upgrade ApproachesIn-Place UpgradeContent Database UpgradeVisual Upgrade for That SharePoint 2007 “Look”Migrating Content to SharePoint Foundation 2010Manual MigrationMigration ToolsSummary
3. End-User Features and Experience
Recommended Computer EnvironmentBrowser SupportBrowser Support LevelsBrowser Support TableSites and Workspaces FeaturesCreating Sites and SubsitesUsing Team Sites and Related SubsitesUsing Team Sites and Related SubsitesUsing SharePoint Libraries and ListsNew List Functionality in SharePoint Foundation 2010Viewing Lists and List ContentsUpdating List ContentVersioning in ListsUsing Document LibrariesCreating Document LibrariesViewing Document LibrariesCreating a New Document and Adding It to a LibraryAdding an Existing Document to a LibraryDeleting Content from a Document LibrariesVersioning in Document LibrariesAdvanced List and Library FeaturesConnect, Open, Sync, and Export with Office 2010Incoming Email SettingsRSS SettingsWorkflow in SharePoint Foundation 2010The Recycle BinSummary
4. Creating Sites and Workspaces by Using the Browser
Creating a Basic Team Site by Using the BrowserUsing More Options with a Team SiteTitle and DescriptionWeb Site AddressPermissionsNavigationNavigation InheritanceCreating and Using a Basic Meeting WorkspaceCreating a Basic Meeting Workspace by Using the BrowserConnecting to an Existing Meeting WorkspaceNavigating a Meeting WorkspaceChanging a Library or List to a SeriesCreating and Using a Multipage Meeting WorkspaceCreating and Using the Document WorkspacesCreating and Using a Group Work SiteCreating and Using a Blog SiteSummary
5. Designing Lists and Libraries
Creating ListsCreating Built-In ListsCreating a New List from the Built-In ListsCreating Custom ListsCreating a List from a TemplateCreating a LibraryCreating a New LibraryDefining Site ColumnsModifying Lists and LibrariesModifying List and Library SettingsUpdating General SettingsUpdating Title, Description, and NavigationVersioning Settings in a ListVersioning Settings in a LibraryAdvanced Settings in a ListAdvanced Settings in a LibraryUpdating Validation Settings in a List or LibraryUpdating Permissions and ManagementDeleting a List or LibrarySaving a List or Library as a TemplateSaving an Existing List or Library as a TemplateAdding a Template to a List GalleryDeleting a Template in the List Template GalleryChanging Permissions for a List or LibraryEditing the Permissions for a List or LibraryAdding Users to a List or LibraryRemoving Users from a List or LibraryManage Files That Have No Checked-In VersionWorkflow SettingsAdding a New Workflow or Change the Settings of an Existing WorkflowInformation Management Policy SettingsApplying IRM to a List or LibraryRSS Settings on Lists or LibrariesSubscribe to an RSS Feed in a List or LibraryAdding Columns to Lists or LibrariesCreating a Custom ColumnCreating a Site ColumnCalculating Column ValuesChanging and Deleting List ColumnsReordering List ColumnsWorking with Site Columns in a List or LibraryAdding a Content Type to a List or LibraryModifying the New Button Order or the Default Content TypeCreating and Modifying List and Library ViewsCreating List and Library ViewsCreating a New List ViewModifying and Deleting List viewsCreating an Access View of a SharePoint List or LibraryWorking with List ContentWorking with List Content in Standard ViewAdding Items to a ListChanging or Deleting the Content of a List ItemWorking with Lists and Libraries in Datasheet ViewExporting Content to SpreadsheetsExporting a SharePoint List or Library to a SpreadsheetConnect, Open, Sync, and Export with Microsoft Office 2010Connecting a SharePoint List to OutlookSynchronizing with SharePoint WorkspaceExporting SharePoint Lists to Office 2010 ApplicationsViewing RSS FeedsCreating DiscussionsCreating a New Discussion BoardCreating a New DiscussionCreating SurveysCreating a New SurveySummary
6. Creating and Formatting Webpages
Creating and Modifying Content Pages by Using a BrowserModifying Wiki PagesUsing the Format Text tabEditClipboardFontParagraphStylesLayoutMarkupUsing the Insert tabTablesMediaLinksWeb PartsWriting Standards-Based CodeCreating Wiki PagesCreating Wiki LinksManaging Wiki PagesWorking with Page HistoryManaging VersionsUsing Web Part pagesShared VersionPersonal VersionEditing Web Part PagesCreating Web Part PagesMobile PagesAccessibilityUsing SharePoint Designer to Create and Modify WebpagesAdding and Formatting ContentThe Home TabThe Insert TabSaving ModificationsManaging PagesCreating PagesAdvanced Edit ModeCreating Application Pages for SharePoint SitesSummary
7. Adding, Editing, Connecting, and Managing Web Parts on the Page
A Brief Introduction to Web PartsAdding Web Parts to a SharePoint SiteEditing and Maintaining Web Parts on a SharePoint SiteConfiguring a Web Part via Web Part PropertiesConfiguring a Web Part via Web Part PropertiesDefault ItemsAppearanceLayoutAdvancedConfiguring the Web Part via Edit Web PartMinimizeCloseMaintenance ModeCategoriesDeleteSaving the WebpageConnecting Web Parts in a SharePoint SiteCreating the New Wiki Page in the SharePoint SiteCreating the New Wiki Page in the SharePoint SiteAdding Web Parts to the New Wiki PageConnecting the Web PartsDisconnecting the Web PartsWeb Parts on a Web Part PageSummary

8. Managing Site Content
An Introduction to Information ArchitectureStart with PurposeUse a SandboxPrototypes or WireframesCard SortingGovernanceThe Wild West of SharePointWhat Is SharePoint Governance?How to Govern SharePointGovernance by Site AudienceAudience Size GrowthLarge Audience GovernancePersonal Site GovernanceSearchSearch AlertsChoosing a Content ManagerIdentifying the Content Manager on the PageManaging Content for Internet SitesTight Governance for Public MessagingSeparate Content by AudiencePrevent Comment SpamYou Can License SharePoint Foundation for Public UseAnonymous Permissions on Four LevelsEnabling Anonymous Access in Central AdministrationEnabling Anonymous Access in Site SettingsHow Anonymous Access Level Affects the Home Page RedirectEnabling Anonymous Access in List or Library SettingsBreaking Inheritance on a List Item to Prevent Anonymous AccessSummary
9. Working with External Content
Using SharePoint Designer with External ContentUsing the BCSCreating a BDC Service ApplicationConfiguring BDC Metadata Store PermissionsDefining External Systems ConnectionsWorking with External Content TypesCreating ECTsManaging Permission on ECTsExporting and Importing BDC Models and Resource FilesPresenting External ContentCreating and Managing External ListsWorking with Office Application ECTsUsing External Data ColumnsCreating External Data ActionsUsing Visual Studio 2010 with the BCSCreating a BDC Model by Using Visual StudioImporting BDC Models into Visual StudioSummary
10. Using and Creating Workflows
SharePoint Workflow BasicsProcess Automation MethodsPlanning for Process AutomationIntroducing Workflow TerminologyWorking with List and Library WorkflowsAdding a Workflow Template to a List or LibraryModifying a WorkflowRemoving a WorkflowUsing a WorkflowUsing Site WorkflowsGathering Requirements by Using Visio PremiumCreating, Editing, and Managing Custom Workflows by Using SharePoint DesignerUsing Conditions and ActionsCreating a List WorkflowUsing Common ConditionsUsing the Workflow History Log to Monitor the Progress of a WorkflowCreating Workflow Variables and Calculating ValuesUsing Workflow Variables and Comparing Data from Different ListsAssigning Task Items to Users or GroupsAdding an Else - If Branch to Your WorkflowUsing Workflows to Send EmailsChecking and Publishing WorkflowsUsing the Impersonation StepUsing Reusable and Globally Reusable WorkflowsExporting a Reusable WorkflowImporting a Reusable WorkflowWorking with Workflows and Visual StudioDeveloping Custom ActionsCreating a SharePoint Workflow Project in Visual StudioDeploying a SharePoint Workflow TemplateCreate a Custom Site Workflow ActivitySummary
11. Integrating SharePoint with Microsoft Office 2010
Office Client VersionsExceptionsMicrosoft InfoPathMicrosoft OneNoteMicrosoft VisioMicrosoft ProjectEditionsOffice Starter 2010 (OEM)Office Home and Student 2010 (Retail)Office Home and Business 2010 (Retail)Office Professional 2010 (Retail)Office Professional 2010 (Academic)Office Standard 2010 (Volume Licensing)Office Professional Plus (Volume Licensing)Other Office ClientsOffice for Mac Home and Student 2011 (Retail)Office for Mac Home and Business 2011 (Retail)Office for Mac Academic 2011 (Academic)Office for Mac Standard 2011 (Volume Licensing)Office Web AppsOffice Mobile 2010Using the Office Backstage View with SharePointRevealing Office BackstageSaving Documents to a SharePoint Foundation SiteFile | Save AsFile | RecentFile | Save & SendMetadata ManagementInteracting with Lists by Using Excel and AccessUsing Excel to Display SharePoint List ContentConnecting a SharePoint List to Microsoft ExcelUsing Access to Display and Update SharePoint List ContentLinking Access to a SharePoint ListUsing the Open With Access CommandUsing the SharePoint List CommandUsing the Track This List CommandAdding Content to SharePoint from AccessAdding a Column to a SharePoint List from AccessAdding a New SharePoint List from AccessSummary
12. Taking Lists and Libraries Offline
Taking Content Offline by Using Outlook 2010Synchronizing Calendars by Using Outlook 2010Synchronizing Contact Lists by Using Outlook 2010Synchronizing Task Lists by Using Outlook 2010Synchronizing Document Libraries Using Outlook 2010Synchronizing Other Lists by Using Outlook 2010Taking Content Offline by Using the Local Drafts FolderTaking a Document Offline via Check OutTaking a Document Offline via Document EditInteracting with an Offline DocumentDocument InformationReconnecting an Offline Document to SharePoint 2010Using SharePoint Workspace 2010Configuring SharePoint Workspace 2010 on Your ComputerEnable Account RecoverySave Account as FileSharePoint Workspace OptionsTaking Content Offline with SharePoint Workspace 2010Limitations in SharePoint WorkspaceSynchronizing a SharePoint WorkspaceUsing Shared Folders in SharePoint Workspace 2010Building a Shared Folder by Using SharePoint Workspace 2010Build a Shared Folder by Using Windows ExplorerUsing Shared FoldersInvite SomeoneInvite My Other ComputersDownload SettingsShow PropertiesStop SynchronizingSummary
13. Managing Site Settings
Sites vs. Site CollectionsSite Settings (Subsite)Users and PermissionsPeople And GroupsSite PermissionsGalleriesSite ColumnsContent TypesMaster PagesSite AdministrationRegional SettingsSite Libraries And ListsUser AlertsRSSSearch And Offline AvailabilitySites And WorkspacesWorkflow SettingsThe Look And Feel MenuTitle, Description, And IconQuick LaunchTop Link BarSite ActionsManage Site FeaturesSave Site as TemplateSite Web Analytics ReportsThe Reset To Site Definition MenuThe Delete This Site MenuOne More Thing—Site InformationSite Collection AdministrationSite Settings (Top-Level Site)The Users And Permissions MenuGalleriesWeb PartsList TemplatesThemesSolutionsSite AdministrationThe Look And Feel MenuSite ActionsThe Site Collection Administration MenuRecycle BinThe Site Collection Features MenuThe Site Hierarchy MenuPortal Site ConnectionSharePoint Designer SettingsEnabling/Disabling SharePoint DesignerDetaching Pages from the Site DefinitionCustomizing Master Pages and Page LayoutsHidden URL StructuresVisual UpgradeHelp SettingsSummary
14. Creating, Managing, and Designing Sites by Using SharePoint Designer 2010
Introducing SharePoint DesignerOpening SitesExploring SharePoint DesignerControlling the Use of SharePoint DesignerSharePoint Designer Usage SettingsImplementing SharePoint Designer Settings for a Web ApplicationImplementing SharePoint Designer Settings for a Site CollectionCreating SitesManaging SitesDesigning SitesUsing ThemesWorking with Master PagesMaster Pages AnatomyWorking with CSSDeploying Your DesignSummary
15. Customizing the User Interface
SharePoint 2010 User Experience ImprovementsServer Ribbon TerminologyUsing the Browser to Add Custom ActionsWorking with the Ribbon and LIM in SharePoint DesignerAdding a Custom ActionExploring the Create Custom Action Dialog BoxExtending the LIMAdding Custom Actions to the LIMShowing the LIM on a Column in a ListModifying a Custom Action or Quick StepDeleting a Custom Action or Quick StepExtending the Ribbon by Using Visual StudioUnderstanding the Custom Actions Ribbon SchemaThe <CustomAction> TagThe <CommandUIExtension> TagThe <CommandUIDefinitions> TagThe <CommandUIHandlers> TagCreating a Ribbon Feature File by Using Visual Studio 2010Using Modal DialogsDisplaying the Content Within a <DIV> Tag as a Modal DialogDisplaying an Image File or Webpage as a Model DialogReturning Values to the Calling PageUsing the Status BarManaging NotificationsSummary
16. Developing SharePoint Solutions by Using Visual Studio 2010
Configuring Your Development EnvironmentSetting Up Your Development InfrastructurePost-Installation ConfigurationsOverview of Visual Studio 2010 FeaturesSharePoint Project Type and SharePoint Project Item TemplatesAn Overview of the SharePoint Customization WizardElements of a SharePoint ProjectVisual Studio 2001 SP1 and SharePoint 2010Developing SharePoint FeaturesUsing PackagesUsing Event ReceiversDeveloping SharePoint SolutionsImporting WSP Solution PackagesDeploying SolutionsDebugging SharePoint ApplicationsDeveloping SharePoint Web PartsHow Web Parts WorkCreating a Visual Web PartBuilding Connected Web PartsConnection InterfacesCreating Web Part ConnectionsDeveloping SharePoint Site DefinitionsExploring WEBTEMP.XMLWorking with ONET.XML FilesCreating a New Site DefinitionFeature StaplingUsing PowerShell with SharePoint Foundation 2010PowerShell BasicsCreating Cmdlets for SharePoint Foundation 2010Define Cmdlet NounsDefine Cmdlet NounsDefine Cmdlet Noun PropertiesDefine Cmdlet Verbs and ParametersDefine Cmdlet Errors, Progress, and PipelineSummary
Index
About the Authors
Copyright

Content preview from Microsoft® SharePoint® Foundation 2010 Inside Out

Chapter 11. Integrating SharePoint with Microsoft Office 2010

Office Client Versions

Using the Office Backstage View with SharePoint

Interacting with Lists by Using Excel and Access

Summary

The Microsoft SharePoint 2010 platform has many strengths; one of the greatest is its integration with the Microsoft Office desktop client. Not only do Office applications installed on the client desktop interface directly with SharePoint sites and workspaces, but they also interface with the entities within these sites, such as document libraries, content, and workflows.

Throughout this chapter, we will cover the differences in Office 2010 versions as they relate to SharePoint Foundation 2010. We will also make reference to other, non-Windows Office versions which ...

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Mastering: Microsoft® SharePoint® Foundation 2010

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Microsoft® SharePoint® Foundation 2010 Inside Out

by Penelope Coventry Errin O’Connor Troy Lanphier, Johnathan Lightfoot, Thomas Resing, and Michael Doyle

Chapter 11. Integrating SharePoint with Microsoft Office 2010

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