Real WoRld ShaRePoint® 2010

FoReWoRd . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xxvii

intRoduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxix

chaPteR 1 Building a Perfect Test Environment for SharePoint Server 2010 . . . . . . . 1

chaPteR 2 Upgrading to SharePoint Server 2010 — The Hybrid Approach . . . . . . 35

chaPteR 3 Monitoring SharePoint 2010 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

chaPteR 4 SharePoint 2010 Security Under the Hood —

Claims‑Based Authentication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105

chaPteR 5 Using PowerShell with SharePoint 2010 . . . . . . . . . . . . . . . . . . . . . . . . . 129

chaPteR 6 Backing Up and Restoring SharePoint 2010 . . . . . . . . . . . . . . . . . . . . . . 165

chaPteR 7 Working with SharePoint Designer 2010 . . . . . . . . . . . . . . . . . . . . . . . . . 205

chaPteR 8 Building Sandboxed Solutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 247

chaPteR 9 SharePoint 2010 Web Parts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269

chaPteR 10 Automating Business Processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 335

chaPteR 11 Building Custom Service Applications for the Right Situations . . . . . . 375

chaPteR 12 Managing the SharePoint Application Lifecycle . . . . . . . . . . . . . . . . . . . 407

chaPteR 13 Using Silverlight 4 with SharePoint 2010 . . . . . . . . . . . . . . . . . . . . . . . . . 441

chaPteR 14 Business Connectivity Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 525

chaPteR 15 Using PerformancePoint Services 2010 . . . . . . . . . . . . . . . . . . . . . . . . . 551

chaPteR 16 Managing Metadata with SharePoint Server 2010 . . . . . . . . . . . . . . . . 577

chaPteR 17 Understanding SharePoint 2010 Search . . . . . . . . . . . . . . . . . . . . . . . . .605

chaPteR 18 Understanding Branding in SharePoint 2010 . . . . . . . . . . . . . . . . . . . . . 637

chaPteR 19 Planning, Designing, and Administering a

Multimedia Assets Management Solution . . . . . . . . . . . . . . . . . . . . . . . . 671

chaPteR 20 Accessing SharePoint Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 703

chaPteR 21 Finding Answers to Your SharePoint 2010 Questions . . . . . . . . . . . . . 745

index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 763

Real World SharePoint® 2010

Real World SharePoint® 2010IndIspensable experIences from 22 mVps

Scot Hillier (Editor) Reza Alirezaei Darrin Bishop Todd Bleeker

Robert Bogue Karine Bosch Claudio Brotto

Adam Buenz Andrew Connell Randy Drisgill Todd Klindt

Gary Lapointe Igor Macori Jason Medero Ágnes Molnár

Chris O’Brien Joris Poelmans Asif Rehmani John Ross

Nick Swan Mike Walsh Randy Williams Shane Young

real World sharepoint® 2010

Published by Wiley Publishing, Inc. 10475 Crosspoint Boulevard Indianapolis, IN 46256 www.wiley.com

Copyright © 2011 by Wiley Publishing, Inc., Indianapolis, Indiana

Published by Wiley Publishing, Inc., Indianapolis, Indiana

Published simultaneously in Canada

ISBN: 978-0-470-59713-2ISBN: 978-1-118-01395-3 (ebk)ISBN: 978-1-118-01396-0 (ebk)ISBN: 978-1-118-01323-6 (ebk)

Manufactured in the United States of America

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Limit of Liability/Disclaimer of Warranty: The publisher and the author make no representations or warranties with respect to the accuracy or completeness of the contents of this work and specifically disclaim all warranties, including without limitation warranties of fitness for a particular purpose. No warranty may be created or extended by sales or pro-motional materials. The advice and strategies contained herein may not be suitable for every situation. This work is sold with the understanding that the publisher is not engaged in rendering legal, accounting, or other professional services. If professional assistance is required, the services of a competent professional person should be sought. Neither the pub-lisher nor the author shall be liable for damages arising herefrom. The fact that an organization or Web site is referred to in this work as a citation and/or a potential source of further information does not mean that the author or the publisher endorses the information the organization or Web site may provide or recommendations it may make. Further, readers should be aware that Internet Web sites listed in this work may have changed or disappeared between when this work was written and when it is read.

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I would like to dedicate this book to my sister and brother, Nazanin and Ali, and their wonderful families: Marjan, Jack, Kiana, Romina, and Sam. This dedication is my silent way of saying that no matter how far we get from each other, we’re still together, here in my heart. I love you all.

— Reza aliRezaei

I’ve always had the privilege of being free in all my choices, with the unconditioned support of my family. It wasn’t easy, I have to admit. This book is dedicated to all of them.

— Claudio BRotto

Dedicated to all the SharePoint CSS. Thank you for keeping me gainfully employed and allowing me to live the SharePoint lifestyle to which I’ve become accustomed.

— Randy dRisgill

To my ever-patient and encouraging wife, Pamela, and to Tessa, my brilliant daughter who is also an aspiring writer — I couldn’t have done any of this without you!

— gaRy lapointe

The enthusiasm, passion, and determination that I put in my work are possible thanks to the sup-port of Betta, my girlfriend, and Torri, my cat.

— igoR MaCoRi

To my husband, son, and daughter, and all my family for their permanent support. And to all of my friends who believed in me.

— Ágnes MolinÁR

To my boys, Armaan and Ayaan, for always giving me a reason to smile.

— asif RehMani

To Ben and Julia, thanks for making me smile even on the toughest days.

— John Ross

I would like to dedicate my chapter to Sophie, and our cats, Fluffy and Carragher.

— niCk swan

To Nicola and Grant: I love you both. Thank you for your support and for always being there for me.

— shane young

about the technical editoRS

RobeRt bogue, MCSE (NT4/W2K), MCSA (Security, A+, Network+, Server+, I-Net+, IT Project+, E-Biz+, CDIA+), is the president of Thor Projects LLC. Thor Projects LLC provides SharePoint consulting services to clients around the world. Bogue has contributed to more than 100 book projects and numerous other publishing projects. He has been a part of the Microsoft Most Valuable Professional (MVP) program for the past seven years, and was most recently awarded for Microsoft Office SharePoint Server. Before that, Bogue was a Microsoft Commerce Server MVP, and, before that, a Microsoft Windows Servers-Networking MVP. He is also a Microsoft Patterns and Practices Champion, and a team member for the SharePoint Guidance. Bogue is the president of the SharePoint Users Group of Indiana (SPIN, www.spindiana.com). He blogs at www.thorprojects.com/blog. You can reach Bogue at Rob.Bogue@thorprojects.com.

Stacy dRaPeR is a founder of Wild Wires, LLC (a consulting firm based in South Florida), author, and member of PMI. He holds an MCSD certification and has been twice awarded Microsoft MVP. Being involved with Web development since 1993, Draper has led his life in a very interesting direction. He started out in UNIX and, since 1997, has had a strong concentration in Microsoft technologies. Draper enjoys public speaking and has spoken at conferences, code camps, and user groups.

JenniFeR MaSon has dedicated the last seven years to working with SharePoint. She started out as an intern focused on SharePoint and eventually began working as a full-time SharePoint consultant. She is currently working as a Senior SharePoint Consultant with the team at SharePoint911. Her focus has been on strategy, project planning, project management, governance, and best practices for implementing business solutions using SharePoint Technologies. She has worked with a range of companies at different points in the lifecycles of their SharePoint implementation. She is passionate about SharePoint, and loves using the out-of-the box features to bring immediate ROI to the organi-zation. Jennifer is involved in the SharePoint community and is one of the founding members of the Columbus Ohio SharePoint Users Group. You can learn more about Jennifer by viewing her blog at www.sharepoint911.com/blogs/jennifer/default.aspx.

acquiSitionS editoRPaul Reese

PRoJect editoRKevin Shafer

technical editoRSRobert BogueStacy DraperJennifer Mason

PRoduction editoRDaniel Scribner

coPy editoRKim Cofer

editoRial diRectoRRobyn B . Siesky

editoRial ManageRMary Beth Wakefield

FReelanceR editoRial ManageRRosemarie Graham

aSSociate diRectoR oF MaRketingDavid Mayhew

PRoduction ManageRTim Tate

Vice PReSident and executiVe gRouP PubliSheRRichard Swadley

Vice PReSident and executiVe PubliSheRBarry Pruett

aSSociate PubliSheRJim Minatel

PRoJect cooRdinatoR, coVeRLynsey Stanford

coMPoSitoRCraig Johnson, Happenstance Type‑O‑Rama

PRooFReadeRPublication Services, Inc .

indexeRRon Strauss

coVeR deSigneRMichael E . Trent

coVeR iMage© Jim Schemel/istockphoto .com

cReditS

acknoWledgMentS

FiRSt and FoReMoSt, I would like to thank Igor Macori, who co-authored the chapter about Digital Assets Management with me. Igor is a great friend, and this makes writing and working together much easier and enjoyable than it could ever be without him. Being part of this team was amazing. My special “thank you” goes to Scot Hillier, Paul Reese, Kevin Shafer, and all the people at Wrox who performed excellent work in coordinating and turning our drafts into a book. Finally, a huge “Grazie” to my friends and colleagues at Green Team. We find plenty of hurdles and gratifications in our everyday work, and it’s great to share both with you!

— Claudio BRotto

i couldn’t haVe gained an understanding of building custom service applications without the help of quite a few people in order to author my chapter in this book. I’d like to thank the service applica-tion Senior Program Manager, Umesh Unnikrishnan, and Test Lead, Stephen Clark, on the SharePoint product team at Microsoft for answering countless questions and working through various samples. I’d also like to acknowledge Ted Pattison, my business partner and good friend, who gave me the time and asked those thought-provoking questions about service applications. No authoring experience can happen either without the full buy-in from your family, in my case specifically my wife, Meredith, son, Steven, and daughter, Kathryn. In addition, I’d like to thank Paul Oakenfold, Paul van Dyk, and DJ Bolivia for the best development music to work to (techno helps you dive into the code!).

— andRew Connell

thankS to My beautiFul WiFe, Jackie, my parents, Pat and Tom Drisgill, my in-laws, Debbie and Dave Auerbach, and all my friends for being there when I need you and for putting up with me for the past few months while I worked on this and my other book. Also, thanks to my fel-low SharePoint911 coworkers, Elisabeth Olson from Microsoft, and all the other professional SharePoint branders, including Heather Solomon and Heather Waterman, for letting me bounce ideas off them and for providing different perspectives for SharePoint 2010 branding.

— Randy dRisgill

FoR aS long aS i can ReMeMbeR, I’ve wanted to be published. When I was presented with this opportunity to contribute to a book where my chapter would sit alongside those of some of the most talented individuals in the industry, I just couldn’t pass it up. I want to especially thank Scot Hillier for organizing this book and for inviting me to contribute to it, and Kevin Shafer and Paul Reese for making it all happen. I try to provide a lot of my experiences and knowledge to the com-munity through my blog as a way to give back to all those out there who have written blog posts and forum questions and answers, from which I have derived so much of my own knowledge. As such, the information provided within my chapter is, in many ways, the result of all those whom I

have learned from in the community. So, to all the bloggers and forum users out there I say, “Thank you!” And finally, I am nothing without my beautiful wife and daughter, who have both been so patient and encouraging — to them I owe everything.

— gaRy lapointe

thankS to claudio bRotto, I accomplished my second editorial experience in English, after 18 of my books have been published in Italy. I definitely hope that this can be a little contribution from Italy to the SharePoint community worldwide.

— igoR MaCoRi

FiRSt and FoReMoSt, I would like to thank God for giving me the strength to work on this project, even when I was not motivated to do so. Additionally, I would like to thank my working family at B&R for always challenging each other and bringing out the best of each other. These guys really have a passion for this technology, and it’s nice to share the same passion with such a great group. Last, but not least, I would like to thank my loving wife for dealing with my long nights and always provid-ing me with a smile. I would like to dedicate the work that I contributed to this book to my mother, Helene Strutton, and father, Jesus Medero, for being the best parents a son could have. I love you guys.

— Jason MedeRo

FiRSt, i thank god FoR the opportunity to contribute to this book and all the other opportunities that have come my way. Writing a book is never an easy feat. It requires hard work and support from friends and family. I want to thank my very awesome wife, Anisa, for supporting me through-out this process, and for letting me skip out on things as needed so I could hit my deadlines. I’m also very thankful to my boys, Armaan and Ayaan, for the comic relief they provide every time I start stressing out about little things. There is a lot of material in this book, and I’m thankful to be joined by all the wonderful co-authors to provide a thorough breakdown of all the awesome bells and whistles that ship with SharePoint 2010.

— asif RehMani

i Would like to thank my lovely wife, Vanessa. You are the best. I love you! And to my kids, Ben and Julia, I love you both. To my family and friends, I hope to be spending more time with you all now that this book is done. See, I wasn’t just making it up when I said I couldn’t do something because I had to write a book. Last, but not least, I’d like to thank the entire SharePoint911 team; I couldn’t ask for a better group of people to work with. You guys are the best!

— John Ross

WRiting iS an inVeStMent made by the whole family. My love and appreciation goes to Gigi for her patience and understanding while I was locked up “in my cave.”

— Randy williaMs

contentS

Foreword xxvii

IntroductIon xxix

building a PeRFect teSt enViRonMent FoR chaPteR 1: ShaRePoint SeRVeR 2010 1

Getting ready 2Windows 2

What About Windows 7 or Vista? 3

Installing Windows 2008 R2 3

Setting a Computer Name 4

Making the VM a Domain Controller 5

Configuring Windows 7

sQl server 12Installing SQL Server 2008 R2 12

sharepoint 2010 15Installing SharePoint 2010 15

Setting Up Some User Data 25

SQL Server Reporting Services 29

other software 33summary 33about the author 34

uPgRading to ShaRePoint SeRVeR 2010chaPteR 2: — the hybRid aPPRoach 35

Understanding the new sharepoint 2010 Upgrade process 36system requirements for a sharepoint 2010 Upgrade 36sharepoint 2010 Upgrade Improvements 37

Pre‑Upgrade Checker 38

Upgrade Logging 40

Visual Upgrade 41

Database Test cmdlet 44

Expected Downtime 44

Central Administration Status Page 45

Site Access During an Upgrade 46

dealing with large content databases 46

xiv

conTenTs

Upgrading with custom site definitions 47choosing the right Upgrade approach 50

In‑Place Upgrade Approach 50

In‑Place Upgrade Under the Hood 52

Post In‑Place Upgrade 54

Database Attach Upgrade Approach 58

Post Database Attach Upgrade 61

sharepoint 2010 Hybrid Upgrade approach 61Read‑Only Databases Hybrid Approach 62

Detach Databases Hybrid Approach 66

summary 68about the author 68

MonitoRing ShaRePoint 2010 6chaPteR 3: 9

Uls 69Trace logs 70

Configuring Log Settings with PowerShell 74

Using Logs to Troubleshoot 77

Methods for Consuming the Trace Logs 80

Windows event logs 85logging database 86

Configuring the Logging Database 88

Consuming the Logging Database 90

Health analyzer 94Reviewing Problems 94

Rule Definitions 97

Timer Jobs 98Timer Job Management 98

Timer Job Status 100

summary 102about the author 102

ShaRePoint 2010 SecuRity undeR the hoodchaPteR 4: — claiMS‑baSed authentication 105

Introducing the Identity metasystem 106Identity in a claims-based World 107The security Token service (sTs) 108The problem with multiple Identities 110claims Impact on delegation 112mapping Technology to components 113

xv

conTenTs

Active Directory Federation Services (AD FS) 113

Windows Identity Foundation (WIF) 114

CardSpace 114

configuration of sharepoint claims 114SharePoint’s Trusted STS 114

Configuring Claims‑Based Authentication Using the AD FS 2 .0 STS 115

architecture of sharepoint claims 120Internal Enterprise Claims (IEC) 120

Public Cloud Claims (PCC) and the LDAP Provider 122

Enterprise Identity Federation (EIF) 124

summary 126about the author 127

uSing PoWeRShell With ShaRePoint 2010 12chaPteR 5: 9

Understanding powershell basics 130An Object‑Based Scripting Language 131

The Extended Type System 133

The Object Pipeline 136

Formatting Object Data 138

Filtering and Iterating 139

Functions and Scripts 141

Using sharepoint 2010 cmdlets 144Finding What You Need 144

PipeBind Objects 146

Commonly Used Cmdlets 147

Handling Disposable Objects 154

creating custom cmdlets 156When to Create Custom Cmdlets 157

Common Base Classes 157

Custom PipeBind Objects 159

Packaging and Deploying Using Visual Studio 2010 161

summary 164about the author 164

backing uP and ReStoRing ShaRePoint 2010 16chaPteR 6: 5

operations planning 166Importance of a Disaster Recovery Plan 166

Types of recovery 168Content Recovery 168

Disaster Recovery 169

xvi

conTenTs

What’s new in 2010 170Farm Configuration Backup and Recovery 170

Changes to Central Administration 171

PowerShell 172

SQL Database Snapshots 172

Unattached Content Database Recovery 173

List Import and Export 174

Search Recovery Improvements 175

Understanding the Types of backups 175Granular Backups 176

Farm Backups 184

recovery scenarios 194Item‑Level Recovery 194

Site‑Collection Recovery 197

Content Database Recovery 198

Farm Disaster Recovery 198

recommendations 201Keeping a Change Log 201

Using SharePoint Solutions for Custom Code 202

Other Items to Protect 202

Content Database Sizing 203

Performing Trial Restores 203

Third‑Party Solutions 203

summary 204about the author 204

WoRking With ShaRePoint deSigneR 2010 20chaPteR 7: 5

evolution of sharepoint designer 205Who should Use sharepoint designer? 206requirements for Using sharepoint designer 2010 207What’s new? 208

Overview of the New User Experience 208

Restricting Access to SharePoint Designer 213

Branding 217

Views and Forms 224

Workflows 230

Data Sources 239

Using sharepoint designer effectively in Your environment 243Managing Sites 243

Workflows 243

xvii

conTenTs

Branding 244

Prototyping Development Tasks 245

summary 245about the author 246

building Sandboxed SolutionS 24chaPteR 8: 7

The push to no-code solutions 248Understanding the concept of a sandboxed solution 249

Understanding the Execution of Declarative Code 253

Understanding What You Can and Can’t Do 253

Your first sandbox project 255Getting out of the sandbox 259exploring alternatives to the sandbox 265Understanding When to Use sandboxed solutions 266summary 267about the author 267

ShaRePoint 2010 Web PaRtS 26chaPteR 9: 9

Web part History 270Historical Perspective 270

Web Part Goals 271

What’s New 274

Web part development 276Step 1: Prepare Environment 277

Step 2: Create Project 277

Step 3: Add Item 278

Step 4: Configure Feature 278

Step 5: Configure Solution 278

Step 6: Write Code 279

Step 7: Deploy Assets 279

Step 8: Test Solution 279

Step 9: Secure Code 280

Step 10: Deliver Solution 280

Web part basics 280Web Parts Defined 280

Web Part Benchmarks 281

Web Part Framework 282

Web Part Ribbon 289

Web Part Properties 293

Web Part Resources 294

xviii

conTenTs

creating a simple Visual Web part 295Prepare Environment 295

Create Project 295

Add Items 298

Configure Feature 301

Configure Solution 302

Write Code 305

Deploy Assets 309

Test Solution 312

Secure Code 316

Deliver Solution 320

enhancing the Visual Web part 320Write Code 320

Deploy Assets 322

Test Solution 322

adding an editor part 323Write Code 323

Deploy Assets 329

Test Solution 329

adding Web part Verbs 330Write Code 331

Deploy Assets 332

Test Solution 332

summary 332about the author 332

autoMating buSineSS PRoceSSeS 33chaPteR 10: 5

Using Infopath and sharepoint designer Individually 336Building Powerful Forms Using InfoPath 336

Using SharePoint Designer to Build Solutions on Top of SharePoint 344

combining Infopath and sharepoint designer 349Creating InfoPath Forms for the Browser 350

Automating Processes Using SharePoint Designer Workflows 360

The Final Product 371

summary 373about the author 373

xix

conTenTs

building cuStoM SeRVice aPPlicationS chaPteR 11: FoR the Right SituationS 375

Understanding services in sharepoint 376History of services in sharepoint 376

SharePoint Portal Server 2003 376

Office SharePoint Server 2007 377

sharepoint 2010 service architecture framework 377sharepoint 2010 service application extensibility 378

What the Service Application Framework Offers 379

Determining Whether or not to Build a Custom Service Application 379

creating the Wingtip calculator service application 380Configuring the Visual Studio 2010 Project 381

Creating the Application Server Components 384

Creating the Web Front End Server Components 396

Creating the Service Consumers 401

summary 405about the author 405

Managing the ShaRePoint chaPteR 12: aPPlication liFecycle 407

provisioning with solution/feature xml Versus .neT code 408Generating feature xml Using site Templates 409Upgrading a sharepoint application 415

Feature Upgrade in SharePoint 2010 415

An Example of Feature Upgrade 416

Upgrading Different Artifacts 428

assembly Versioning in a sharepoint application 431Versioning of .NET Assemblies 431

Using the BindingRedirect Element in a WSP Manifest 432

Versioning Strategies in SharePoint Applications 435

alm and sandboxed solutions 437Solution Upgrade Model 438

Feature Upgrade 438

Assembly Versioning 438

summary 438about the author 439

uSing SilVeRlight 4 With ShaRePoint 2010 44chaPteR 13: 1

The silverlight news banner 442developing a sharepoint Web part Hosting a silverlight application 453

Adding a Custom Ribbon to the Web Part 459

Changes Made to the Silverlight News Banner 464

xx

conTenTs

deployment possibilities and accessibility scope Impact 465developing a sharepoint custom field Type Hosting a silverlight application 466

The Picture Service 467

The Silverlight Picture Picker 470

The PicturePicker Field 476

The News List Definition 480

developing a sharepoint application page That Hosts several communicating silverlight applications 485

The SLNewsItemsListBox Silverlight Application 486

The SLNewsItemDetails Silverlight Application 495

The News Manager Application Page 502

Hosting a silverlight application in the master page 505The Marquee Server Control 505

The Custom Master Page 507

Deploying the Custom Master Page 507

Using business connectivity services 510Defining the External Content Type 510

Defining the External List 512

Developing the WCF Service 512

Modifying the News Banner Web Part 515

Modifying the News Banner Silverlight Application 517

Using silverlight from within a sandboxed solution 520summary 524about the author 524

buSineSS connectiVity SeRViceS 52chaPteR 14: 5

a brief look back 526Terminology changes 526Welcome to sharepoint 2010 527existing bdc applications during an Upgrade 529bcs features available in sharepoint foundation 529

External Lists 529

External Data Column 530

bcs features available in sharepoint server 2010 531Business Data Web Parts 532

Search 532

User Profiles 534

Office Client Integration 534

Using Tools to create ecTs 536SharePoint Designer 2010 536

xxi

conTenTs

Visual Studio 2010 539

BCS Meta Man 548

developing against the bcs object models 548summary 548about the author 549

uSing PeRFoRMancePoint SeRViceS 2010 55chaPteR 15: 1

The case for business Intelligence 552Why Does a Company Need BI? 552

Asking the Right Questions 552

How Can PerformancePoint Services Help? 553

performancepoint services 2010 overview 553PerformancePoint Services Architecture 553

configuring and enabling performancepoint services 555Configuring the Unattended Service Account 555

Configuring Trusted Locations 556

Enabling PerformancePoint Services on a Site 557

Configuring the Client 558

creating a pps dashboard 559Creating PPS Content 561

Creating the Workspace 561

Deploying Dashboards and Dashboard Components 573

Securing Dashboards 574

about the author 576

Managing Metadata With chaPteR 16: ShaRePoint SeRVeR 2010 577

Information architecture 577Taxonomy and metadata 578Taxonomy Versus folksonomy 580metadata and Taxonomy platform enhancements 580

Applying Centrally Stored Metadata 581

Working with the Term Store Management Tool 583

Using the Service Application 587

Understanding Location‑Based Metadata 590

Understanding Metadata Navigation Settings 591

Document Sets and Metadata Behavior 593

Using Content Organizers 595

Understanding Content Type Syndication 596

Understanding Social Tagging and Metadata 598

Extending Social Networking 599

xxii

conTenTs

programmatic access to the emm service 600Using the Taxonomy API 600

Remote Access to the Term Store 603

summary 604about the author 604

undeRStanding ShaRePoint 2010 SeaRch 60chaPteR 17: 5

new and Improved sharepoint 2010 search 606sharepoint 2010 search engines 608

SharePoint 2010 Search Engine 608

FAST Search Server 2010 Engine 611

deploying sharepoint 2010 search 613Deploying a New Search Service Application 613

Crawling and Indexing 615

Queries and Results 616

Reports 617

deploying fasT search server 617Installing FAST Search Server 2010 for SharePoint 617

Deploying FAST Search Service Applications 619

Using powershell commands 620building the search architecture 621

Defining Content Sources 621

Using Scopes 624

Scheduling Crawls 624

Using Search Federation 625

Understanding Keywords and Best Bets 627

User Context in FAST Search 628

Using People Search 628

customizing User Interfaces 630Understanding Centralized and Decentralized UIs 630

Using Search Centers 631

Using Search Web Parts 631

Customizing the Refinement Panel 632

Integrating the Client 632

Improving “findability” and “searchability” 633Using Managed Metadata 633

Using Metadata Properties 634

Improving Keywords and Best Bets 635

xxiii

conTenTs

Improving People Search 635

Improving the User Context in FAST Search 635

Understanding SEO and SharePoint 2010 635

summary 636about the author 636

undeRStanding bRanding in ShaRePoint 2010 63chaPteR 18: 7

Introduction to sharepoint branding 637Comparing SharePoint Foundation 2010 and SharePoint Server 2010 638

Types of SharePoint Sites 638

How Branding Works in SharePoint 642

Approaches to Branding SharePoint 2010 647

exploring new branding features 647Adhering to HTML Standards 648

Expanded Browser Support 649

Master Page Improvements 650

Wiki Pages 651

Dialog Boxes 652

Multi‑Lingual User Interface (MUI) 654

Visual Upgrade 655

creating a branded sharepoint 2010 site 655Working with SharePoint 2010 Themes and Alternate CSS 656

Creating a Custom Master Page 663

summary 669about the author 669

Planning, deSigning, and adMiniSteRing a chaPteR 19: MultiMedia aSSetS ManageMent Solution 671

looking at digital assets management scenarios 671Facing Challenges in Multimedia Solutions Design and Implementation 672

Infrastructure deployment 674Remote BLOB Storage 675

Bit Rate Throttling Module 677

BLOB Cache 679

Branch Cache 680

designing the data foundation 682Planning Asset Content Types 682

Delivering Content through Asset Libraries 683

xxiv

conTenTs

configuring and developing the User experience 685Using the Out‑of‑the‑Box Multimedia Web Part 685

Multimedia Field Type 687

Content Query Web Part 689

Designing Custom Skins for Multimedia Players 689

Media Player Advanced Configuration 691

designing custom asset library View styles 693packaging the solution in a custom site definition 695

Asset Library Feature Activation 696

Definition of a Data Structure 696

Creation of Asset Library Instances 697

Definition of Custom Asset Libraries 697

notes from the field 699Choosing a Farm Topology 699

Monitoring the Bandwidth Usage 700

Planning Content Storage 701

Facing a High Number of Concurrent Users 701

Improving the Responsiveness for Users in Branch Offices 701

Handling Large Files Stored Inside SharePoint 701

about the authors 702

acceSSing ShaRePoint data 70chaPteR 20: 3

data modeling 703data access options 704creating sample lists 706accessing sharepoint data Using the server-side object model 707

Query Optimization 707

Working with Collections 708

LINQ to SharePoint 721

accessing sharepoint data Using the client-side object model 730ClientContext Object: The Entry Point 731

Querying Lists Using JavaScript 731

Manipulating SharePoint Data Using JavaScript 735

JavaScript IntelliSense 737

accessing sharepoint data Using Web services 738WCF Data Services 738

Legacy ASP .NET Web Services 742

accessing sharepoint data Using no-code solutions 743summary 744about the author 744

xxv

conTenTs

Finding anSWeRS to youR chaPteR 21: ShaRePoint 2010 queStionS 745

looking for books 745continually expanding Your Knowledge 747

Microsoft Sites 748

MSDN Site 749

TechNet Site 749

Microsoft Office Site 750

Webcasts 750

Microsoft Knowledge Base Articles 751

Magazines 752

Blogs 752

Newsgroups and Forums 753

RSS Feeds 756

solving sudden problems 757Searching 757

Asking a Question in a Forum 758

about the author 762

Index 763

FoReWoRd

i had the PleaSuRe to lead SharePoint Technical Product Management and be part of launching SharePoint 2010 to market in May 2010. SharePoint 2010 presents a tremendous amount of oppor-tunity for customers and partners to build solutions with the rich investments we’ve made in features and platform capabilities. The number of man-hours across our engineering and product management teams to build this release is mind boggling to me! This wouldn’t be possible without members of the SharePoint community who provided deep real-world feedback on the challenges and opportunities.

SharePoint 2010 delivers a platform that can host a number of solutions from collaboration self-service sites to business intelligence (BI) dashboards to high-end Internet sites. This allows organizations to consolidate their IT investments in a single place, and deliver a unified productivity experience to their end users. To realize this promise, it’s important to carefully plan and leverage best practices to avoid common pitfalls and sub-optimal designs. With a new product in market, the challenge is always find-ing these real-world best practices.

This book is written by a special group of individuals, many of whom I’ve known and worked with over the last many years. They have been supporters of SharePoint for the last several releases, and have contributed greatly to the larger community, and provided continuous input to us. As part of the Most Valuable Professional (MVP) program, many have had access to SharePoint 2010 since July 2009. Since then, they’ve had the opportunity to test the software and push it to its limits, which has helped us deliver a high-quality product! Each chapter is written by an expert in the community who has spent a significant amount of hands-on time with that specific topic. So, whether you are a SharePoint developer or an IT implementer, I highly recommend this book as you look to realizing the potential of SharePoint 2010!

aRpan shah Director, Microsoft

Blog: http://blogs.msdn.com/arpans Twitter @ arpanshah

September 2010