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by Penelope Coventry Errin O’Connor Troy Lanphier, Johnathan Lightfoot, Thomas Resi
Microsoft® SharePoint® Foundation 2010 Inside Out
Microsoft® SharePoint® Foundation 2010 Inside Out
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Introduction
Who Should Read This Book
Assumptions
Organization of This Book
Conventions and Features in This Book
Text Conventions
Design Conventions
Acknowledgments
Errata & Book Support
We Want to Hear from You
Stay in Touch
1. Introduction to Microsoft SharePoint Foundation 2010
Presenting SharePoint Foundation 2010
Sites
Communities
My Profile
Tags
Colleague Suggestions
Organization Browser
Ratings
Wikis
Blogs
My Content
Photos and Presence
Recent Activities
Content
Compliance Becomes Natural
Document Sets
Search
Metadata-Driven Refinement
People and Expertise Search
Contextual Search
Insights
Decomposition Tree
Dashboards
Composites
What’s New?
The Ribbon
Alerts Enhancements
Business Connectivity Services
Client Object Model
Custom Field Rendering Enhancements
Events Enhancements
Health Analyzer
List Enhancements
Large Lists
Referential Integrity for List Items with Lookup Columns
Enforcing Unique Column Constraints
External Lists
Microsoft Sync Framework
Mobile Device Development Enhancements
Mobile Web Part Adapters
Mobile Messaging
New Mobile Pages and Controls
Mobile Document Viewers
Performance Monitoring and Request Throttling
Query Enhancements
New Query Support for Server-Side Code
LINQ to SharePoint Provider
List Joins Supported in CAML Queries
Querying in Client-Side Code
Queries in the Client Object Model
Support for ADO.NET Data Services Framework
Avoid Using SharePoint Data Providing Web Services
Avoid Making Direct Calls to owssvr.dll
The Ribbon
Sandboxed Solutions
Security Enhancements
Claims-Based Identity and Authentication
ASP.NET Membership User Token Converted to Claims Security Token
Automatic Password Change and Managed Accounts
Effective Permission API
Secure Store Service
Service Application Framework
Improved Development Experience
Improved Integration with SharePoint
WCF Integration
Round-Robin Load Balancing
Claims-Based Identity
Backup and Restore
Silverlight Integration and Cross-Domain Data Access
Silverlight Web Part
Silverlight Cross-Domain Data Access
UI Enhancements
UI Improvements
Unified Logging Systems
SPMonitoredScope
Request Usage Database
Developer Dashboard
API Improvements
Windows PowerShell for SharePoint
Workflow Enhancements
New Workflow Activities
Pluggable Workflow Services
Workflow Events
Site Workflows
Reusable Declarative Workflows
Summary
2. Administration for Business Users
Business User Administration
Business User Administration
Business User Administration
Information Technology Professional Administration
Installation and Configuration Decisions
Hosted SharePoint or On-Premises SharePoint?
On-Premises
Hosted SharePoint
The SharePoint Structure
Comparing a SharePoint Web Application to a Tree
The SharePoint Farm Supports the Web Applications
The Content Database as a Unit of Storage
Using a Content Database as a Unit of Backup and Restoration
Managing Content Database Size for Performance
Organizing for Content Database Growth
Search Administration
Search Products
SharePoint Foundation 2010 Search
Search Server 2010 and Search Server 2010 Express
SharePoint Server 2010 Search
FAST Search Server for SharePoint 2010
Search Results Freshness
Security
Authentication and Authorization
Types of Authentication
Classic Windows Integrated
Claims-Based Windows Integrated
Forms-Based (with Claims)
Claims-Based Without Windows
Anonymous Access
Securing Web Applications
Public Websites
Secured Intranets
Secured Extranets
More Security Settings at the Web Application Level
Extended Web Applications for Your Site Collection
User Policy on a Web Application
Self-Service Site Collection Creation
Enabling Client Integration
Encryption
Upgrades and Migration
Upgrading from Windows SharePoint Services Version 3
Upgrade Approaches
In-Place Upgrade
Content Database Upgrade
Visual Upgrade for That SharePoint 2007 “Look”
Migrating Content to SharePoint Foundation 2010
Manual Migration
Migration Tools
Summary
3. End-User Features and Experience
Recommended Computer Environment
Browser Support
Browser Support Levels
Browser Support Table
Sites and Workspaces Features
Creating Sites and Subsites
Using Team Sites and Related Subsites
Using Team Sites and Related Subsites
Using SharePoint Libraries and Lists
New List Functionality in SharePoint Foundation 2010
Viewing Lists and List Contents
Updating List Content
Versioning in Lists
Using Document Libraries
Creating Document Libraries
Viewing Document Libraries
Creating a New Document and Adding It to a Library
Adding an Existing Document to a Library
Deleting Content from a Document Libraries
Versioning in Document Libraries
Advanced List and Library Features
Connect, Open, Sync, and Export with Office 2010
Incoming Email Settings
RSS Settings
Workflow in SharePoint Foundation 2010
The Recycle Bin
Summary
4. Creating Sites and Workspaces by Using the Browser
Creating a Basic Team Site by Using the Browser
Using More Options with a Team Site
Title and Description
Web Site Address
Permissions
Navigation
Navigation Inheritance
Creating and Using a Basic Meeting Workspace
Creating a Basic Meeting Workspace by Using the Browser
Connecting to an Existing Meeting Workspace
Navigating a Meeting Workspace
Changing a Library or List to a Series
Creating and Using a Multipage Meeting Workspace
Creating and Using the Document Workspaces
Creating and Using a Group Work Site
Creating and Using a Blog Site
Summary
5. Designing Lists and Libraries
Creating Lists
Creating Built-In Lists
Creating a New List from the Built-In Lists
Creating Custom Lists
Creating a List from a Template
Creating a Library
Creating a New Library
Defining Site Columns
Modifying Lists and Libraries
Modifying List and Library Settings
Updating General Settings
Updating Title, Description, and Navigation
Versioning Settings in a List
Versioning Settings in a Library
Advanced Settings in a List
Advanced Settings in a Library
Updating Validation Settings in a List or Library
Updating Permissions and Management
Deleting a List or Library
Saving a List or Library as a Template
Saving an Existing List or Library as a Template
Adding a Template to a List Gallery
Deleting a Template in the List Template Gallery
Changing Permissions for a List or Library
Editing the Permissions for a List or Library
Adding Users to a List or Library
Removing Users from a List or Library
Manage Files That Have No Checked-In Version
Workflow Settings
Adding a New Workflow or Change the Settings of an Existing Workflow
Information Management Policy Settings
Applying IRM to a List or Library
RSS Settings on Lists or Libraries
Subscribe to an RSS Feed in a List or Library
Adding Columns to Lists or Libraries
Creating a Custom Column
Creating a Site Column
Calculating Column Values
Changing and Deleting List Columns
Reordering List Columns
Working with Site Columns in a List or Library
Adding a Content Type to a List or Library
Modifying the New Button Order or the Default Content Type
Creating and Modifying List and Library Views
Creating List and Library Views
Creating a New List View
Modifying and Deleting List views
Creating an Access View of a SharePoint List or Library
Working with List Content
Working with List Content in Standard View
Adding Items to a List
Changing or Deleting the Content of a List Item
Working with Lists and Libraries in Datasheet View
Exporting Content to Spreadsheets
Exporting a SharePoint List or Library to a Spreadsheet
Connect, Open, Sync, and Export with Microsoft Office 2010
Connecting a SharePoint List to Outlook
Synchronizing with SharePoint Workspace
Exporting SharePoint Lists to Office 2010 Applications
Viewing RSS Feeds
Creating Discussions
Creating a New Discussion Board
Creating a New Discussion
Creating Surveys
Creating a New Survey
Summary
6. Creating and Formatting Webpages
Creating and Modifying Content Pages by Using a Browser
Modifying Wiki Pages
Using the Format Text tab
Edit
Clipboard
Font
Paragraph
Styles
Layout
Markup
Using the Insert tab
Tables
Media
Links
Web Parts
Writing Standards-Based Code
Creating Wiki Pages
Creating Wiki Links
Managing Wiki Pages
Working with Page History
Managing Versions
Using Web Part pages
Shared Version
Personal Version
Editing Web Part Pages
Creating Web Part Pages
Mobile Pages
Accessibility
Using SharePoint Designer to Create and Modify Webpages
Adding and Formatting Content
The Home Tab
The Insert Tab
Saving Modifications
Managing Pages
Creating Pages
Advanced Edit Mode
Creating Application Pages for SharePoint Sites
Summary
7. Adding, Editing, Connecting, and Managing Web Parts on the Page
A Brief Introduction to Web Parts
Adding Web Parts to a SharePoint Site
Editing and Maintaining Web Parts on a SharePoint Site
Configuring a Web Part via Web Part Properties
Configuring a Web Part via Web Part Properties
Default Items
Appearance
Layout
Advanced
Configuring the Web Part via Edit Web Part
Minimize
Close
Maintenance Mode
Categories
Delete
Saving the Webpage
Connecting Web Parts in a SharePoint Site
Creating the New Wiki Page in the SharePoint Site
Creating the New Wiki Page in the SharePoint Site
Adding Web Parts to the New Wiki Page
Connecting the Web Parts
Disconnecting the Web Parts
Web Parts on a Web Part Page
Summary
8. Managing Site Content
An Introduction to Information Architecture
Start with Purpose
Use a Sandbox
Prototypes or Wireframes
Card Sorting
Governance
The Wild West of SharePoint
What Is SharePoint Governance?
How to Govern SharePoint
Governance by Site Audience
Audience Size Growth
Large Audience Governance
Personal Site Governance
Search
Search Alerts
Choosing a Content Manager
Identifying the Content Manager on the Page
Managing Content for Internet Sites
Tight Governance for Public Messaging
Separate Content by Audience
Prevent Comment Spam
You Can License SharePoint Foundation for Public Use
Anonymous Permissions on Four Levels
Enabling Anonymous Access in Central Administration
Enabling Anonymous Access in Site Settings
How Anonymous Access Level Affects the Home Page Redirect
Enabling Anonymous Access in List or Library Settings
Breaking Inheritance on a List Item to Prevent Anonymous Access
Summary
9. Working with External Content
Using SharePoint Designer with External Content
Using the BCS
Creating a BDC Service Application
Configuring BDC Metadata Store Permissions
Defining External Systems Connections
Working with External Content Types
Creating ECTs
Managing Permission on ECTs
Exporting and Importing BDC Models and Resource Files
Presenting External Content
Creating and Managing External Lists
Working with Office Application ECTs
Using External Data Columns
Creating External Data Actions
Using Visual Studio 2010 with the BCS
Creating a BDC Model by Using Visual Studio
Importing BDC Models into Visual Studio
Summary
10. Using and Creating Workflows
SharePoint Workflow Basics
Process Automation Methods
Planning for Process Automation
Introducing Workflow Terminology
Working with List and Library Workflows
Adding a Workflow Template to a List or Library
Modifying a Workflow
Removing a Workflow
Using a Workflow
Using Site Workflows
Gathering Requirements by Using Visio Premium
Creating, Editing, and Managing Custom Workflows by Using SharePoint Designer
Using Conditions and Actions
Creating a List Workflow
Using Common Conditions
Using the Workflow History Log to Monitor the Progress of a Workflow
Creating Workflow Variables and Calculating Values
Using Workflow Variables and Comparing Data from Different Lists
Assigning Task Items to Users or Groups
Adding an Else - If Branch to Your Workflow
Using Workflows to Send Emails
Checking and Publishing Workflows
Using the Impersonation Step
Using Reusable and Globally Reusable Workflows
Exporting a Reusable Workflow
Importing a Reusable Workflow
Working with Workflows and Visual Studio
Developing Custom Actions
Creating a SharePoint Workflow Project in Visual Studio
Deploying a SharePoint Workflow Template
Create a Custom Site Workflow Activity
Summary
11. Integrating SharePoint with Microsoft Office 2010
Office Client Versions
Exceptions
Microsoft InfoPath
Microsoft OneNote
Microsoft Visio
Microsoft Project
Editions
Office 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 Clients
Office 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 Apps
Office Mobile 2010
Using the Office Backstage View with SharePoint
Revealing Office Backstage
Saving Documents to a SharePoint Foundation Site
File | Save As
File | Recent
File | Save & Send
Metadata Management
Interacting with Lists by Using Excel and Access
Using Excel to Display SharePoint List Content
Connecting a SharePoint List to Microsoft Excel
Using Access to Display and Update SharePoint List Content
Linking Access to a SharePoint List
Using the Open With Access Command
Using the SharePoint List Command
Using the Track This List Command
Adding Content to SharePoint from Access
Adding a Column to a SharePoint List from Access
Adding a New SharePoint List from Access
Summary
12. Taking Lists and Libraries Offline
Taking Content Offline by Using Outlook 2010
Synchronizing Calendars by Using Outlook 2010
Synchronizing Contact Lists by Using Outlook 2010
Synchronizing Task Lists by Using Outlook 2010
Synchronizing Document Libraries Using Outlook 2010
Synchronizing Other Lists by Using Outlook 2010
Taking Content Offline by Using the Local Drafts Folder
Taking a Document Offline via Check Out
Taking a Document Offline via Document Edit
Interacting with an Offline Document
Document Information
Reconnecting an Offline Document to SharePoint 2010
Using SharePoint Workspace 2010
Configuring SharePoint Workspace 2010 on Your Computer
Enable Account Recovery
Save Account as File
SharePoint Workspace Options
Taking Content Offline with SharePoint Workspace 2010
Limitations in SharePoint Workspace
Synchronizing a SharePoint Workspace
Using Shared Folders in SharePoint Workspace 2010
Building a Shared Folder by Using SharePoint Workspace 2010
Build a Shared Folder by Using Windows Explorer
Using Shared Folders
Invite Someone
Invite My Other Computers
Download Settings
Show Properties
Stop Synchronizing
Summary
13. Managing Site Settings
Sites vs. Site Collections
Site Settings (Subsite)
Users and Permissions
People And Groups
Site Permissions
Galleries
Site Columns
Content Types
Master Pages
Site Administration
Regional Settings
Site Libraries And Lists
User Alerts
RSS
Search And Offline Availability
Sites And Workspaces
Workflow Settings
The Look And Feel Menu
Title, Description, And Icon
Quick Launch
Top Link Bar
Site Actions
Manage Site Features
Save Site as Template
Site Web Analytics Reports
The Reset To Site Definition Menu
The Delete This Site Menu
One More Thing—Site Information
Site Collection Administration
Site Settings (Top-Level Site)
The Users And Permissions Menu
Galleries
Web Parts
List Templates
Themes
Solutions
Site Administration
The Look And Feel Menu
Site Actions
The Site Collection Administration Menu
Recycle Bin
The Site Collection Features Menu
The Site Hierarchy Menu
Portal Site Connection
SharePoint Designer Settings
Enabling/Disabling SharePoint Designer
Detaching Pages from the Site Definition
Customizing Master Pages and Page Layouts
Hidden URL Structures
Visual Upgrade
Help Settings
Summary
14. Creating, Managing, and Designing Sites by Using SharePoint Designer 2010
Introducing SharePoint Designer
Opening Sites
Exploring SharePoint Designer
Controlling the Use of SharePoint Designer
SharePoint Designer Usage Settings
Implementing SharePoint Designer Settings for a Web Application
Implementing SharePoint Designer Settings for a Site Collection
Creating Sites
Managing Sites
Designing Sites
Using Themes
Working with Master Pages
Master Pages Anatomy
Working with CSS
Deploying Your Design
Summary
15. Customizing the User Interface
SharePoint 2010 User Experience Improvements
Server Ribbon Terminology
Using the Browser to Add Custom Actions
Working with the Ribbon and LIM in SharePoint Designer
Adding a Custom Action
Exploring the Create Custom Action Dialog Box
Extending the LIM
Adding Custom Actions to the LIM
Showing the LIM on a Column in a List
Modifying a Custom Action or Quick Step
Deleting a Custom Action or Quick Step
Extending the Ribbon by Using Visual Studio
Understanding the Custom Actions Ribbon Schema
The <CustomAction> Tag
The <CommandUIExtension> Tag
The <CommandUIDefinitions> Tag
The <CommandUIHandlers> Tag
Creating a Ribbon Feature File by Using Visual Studio 2010
Using Modal Dialogs
Displaying the Content Within a <DIV> Tag as a Modal Dialog
Displaying an Image File or Webpage as a Model Dialog
Returning Values to the Calling Page
Using the Status Bar
Managing Notifications
Summary
16. Developing SharePoint Solutions by Using Visual Studio 2010
Configuring Your Development Environment
Setting Up Your Development Infrastructure
Post-Installation Configurations
Overview of Visual Studio 2010 Features
SharePoint Project Type and SharePoint Project Item Templates
An Overview of the SharePoint Customization Wizard
Elements of a SharePoint Project
Visual Studio 2001 SP1 and SharePoint 2010
Developing SharePoint Features
Using Packages
Using Event Receivers
Developing SharePoint Solutions
Importing WSP Solution Packages
Deploying Solutions
Debugging SharePoint Applications
Developing SharePoint Web Parts
How Web Parts Work
Creating a Visual Web Part
Building Connected Web Parts
Connection Interfaces
Creating Web Part Connections
Developing SharePoint Site Definitions
Exploring WEBTEMP.XML
Working with ONET.XML Files
Creating a New Site Definition
Feature Stapling
Using PowerShell with SharePoint Foundation 2010
PowerShell Basics
Creating Cmdlets for SharePoint Foundation 2010
Define Cmdlet Nouns
Define Cmdlet Nouns
Define Cmdlet Noun Properties
Define Cmdlet Verbs and Parameters
Define Cmdlet Errors, Progress, and Pipeline
Summary
Index
About the Authors
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