Essential SharePoint 2010: Overview, Governance, and Planning / Edition 2

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“This book will become a mainstay in your SharePoint library. You will find yourself reaching for it whenever you run into a difficult situation or need extra guidance on how to use the new SharePoint product set.”

– From the Foreword by Thomas Rizzo, Senior Director, SharePoint Product Management, Microsoft

The Only Book That’s Completely Focused on Maximizing the Business Value of SharePoint 2010 Solutions

Essential SharePoint® 2010 approaches Microsoft SharePoint Server 2010 from a strict business value perspective, explaining exactly how to plan and implement SharePoint solutions to achieve superior business results.

The authors are leading enterprise SharePoint consultants and draw on their unsurpassed experience to focus on the SharePoint features that offer the most real-world value. You’ll find practical advice about how to succeed with knowledge management, business intelligence, and process improvement, and how to derive value from new innovations such as social tagging and mashups.

The book includes comprehensive, “in the trenches” guidance on planning, architecture, governance, training, and other key issues most SharePoint books ignore. The authors identify success factors, intangibles, and “gotchas,” helping you systematically reduce project risk and time-to-value ratio. Learn how to

  • Customize your best portal or collaboration strategy
  • Sustain a portal for continual, measurable value
  • Leverage the new community and social features in SharePoint 2010
  • Succeed with enterprise content management
  • Streamline business processes with Workflow and Forms
  • Choose the right roles for Web collaboration, search, and Microsoft Office
  • Plan for secure external collaboration
  • Migrate smoothly from SharePoint 2007
  • Train and communicate for a successful launch

Whether you’re a business leader, IT manager, architect, analyst, developer, or consultant, this book will help you tightly align SharePoint projects with business strategy to deliver outstanding results.

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Product Details

  • ISBN-13: 9780321700759
  • Publisher: Addison-Wesley
  • Publication date: 8/26/2010
  • Series: Addison-Wesley Microsoft Technology Series
  • Edition number: 2
  • Pages: 580
  • Sales rank: 498,306
  • Product dimensions: 7.00 (w) x 8.90 (h) x 1.40 (d)

Meet the Author

Scott Jamison is managing partner and CEO of Jornata, a leading SharePoint and Microsoft Online Services consulting and training firm. He was previously director of enterprise architecture at Microsoft and led Microsoft-focused consulting teams at Dell.

Susan Hanley, president of Susan Hanley LLC, is an expert in designing, developing, and implementing successful portal solutions, specializing in information architecture, user adoption, governance, and metrics. Her clients include many of the world’s largest global SharePoint deployments.

Mauro Cardarelli is a SharePoint evangelist who has been active in the SharePoint community since 2001. He has twenty years’ experience designing and building technology solutions.

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Table of Contents

Foreword xix

Preface xxi

Acknowledgments xxv

About the Authors xxvii

About the Contributors xxix

Part I: Planning 1

Chapter 1: Getting Started 3

Reader’s Guide 4

Planning a Successful SharePoint Solution Strategy 5

Key Points 19

Chapter 2: Introduction to the SharePoint 2010 Platform 21

Microsoft’s Collaboration Evolution 23

Current Versions of SharePoint Products and Technologies 26

Microsoft SharePoint Server 2010 and Office 2010 27

SharePoint 2010: What’s New? 32

Comparing SharePoint Foundation to Microsoft SharePoint Server 2010 34

SharePoint: The File Share Killer 35

SharePoint: The Access and Excel Killer 45

Key Points 57

Chapter 3: SharePoint 2010: Architecture Fundamentals 61

Functional Overview 61

SharePoint Fundamentals 65

SharePoint Lists, Libraries, and Items 78

Pages 80

Navigation 81

Understanding SharePoint Administration 84

Physical Deployment Options 89

Key Points 94

Chapter 4: Planning for Governance 97

Why Is Governance Planning So Important? 97

How Do I Create a Governance Plan? 100

What Is in the Governance Plan? 100

Key Points 121

Chapter 5: Planning Your Information Architecture 123

Getting Started 125

Site Architecture 129

Page Architecture 135

Metadata Architecture 138

Maintaining Your Information Architecture 161

Key Points 161

Chapter 6: Making Enterprise Content Management Work: Documents and Records 163

Getting Started with ECM 164

What’s New for ECM in SharePoint 2010? 165

Document Management 167

Records Management 186

Key Points 199

Chapter 7: Getting Social: Leveraging Community Features 201

Getting Started: Developing a Strategy for SharePoint Community Features 202

Social Networking: Engaging People 217

Social Data: Enhancing Value with User Contributed Content 223

Social Sites: Providing a Structure for Collaborative Conversations 230

Key Points 237

Chapter 8: Planning Your Security Model 239

Overview of SharePoint Security Elements 240

Defining and Documenting SharePoint Security 252

Maintaining Your Security Model 263

Key Points 268

Chapter 9: Getting Ready to Launch: Planning for Training and Communications 271

Training 272

Communications 282

Key Points 289

Part II: Optimizing 291

Chapter 10: Making Search Work: Content, People, Data 293

Search as a Business Capability 293

Using Search 294

How SharePoint Search Works 300

Analyzing and Designing Search 303

Configuring Search 312

Monitoring and Enhancing Search 319

SharePoint 2010 Search: What’s New? Limitations? Flavors? 319

Key Points 322

Chapter 11: Making Business Processes Work: Workflow and Forms 325

Getting Started with Workflow 325

Workflow Terminology 327

Using the Provided Workflows 328

Creating Custom Workflows with SharePoint Designer 2010 338

Designing Workflows with Visio 2010 354

Using InfoPath 2010 to Create Electronic Forms 360

Key Points 371

Chapter 12: Putting Your Site on the Web 373

Why SharePoint for Internet-facing Web Sites? 374

Web Content Management: The Basics 375

Content Deployment: Key Terms and Architecture 380

What Has Improved in SharePoint 2010 Web Content Management? 382

Richer User Experience 383

Additional Features 385

Customizing the User Experience (UX) 389

Putting It All Together: A WCM Strategy 395

Key Points 397

Chapter 13: Making Business Intelligence Work 399

Getting Started with Business Intelligence 400

Which Presentation Tool Is Right for You? 405

Excel Services 406

PerformancePoint Services 411

Visio Services 414

Putting It All Together 415

Key Points 417

Chapter 14: Composite Applications with Business Connectivity Services 419

What Is a Composite Application? 420

Introducing Business Connectivity Services 420

BCS Components 421

Types of BCS Solutions 422

Getting Started with BCS 423

Using an External Data column 432

Building a Composite Application 432

Key Points 436

Chapter 15: Office 2010 Client Applications 439

What’s New in Office 2010? 440

Office Client Applications That Connect with SharePoint 2010 441

SharePoint Workspace: Taking a SharePoint Site Offline 444

Documents and Data Caching 450

Backstage 457

Other Clients: Office Web Applications and Office Mobile Applications 459

Key Points 462

Chapter 16: Planning for Disaster Recovery: Backing Up and Restoring 465

Disaster Recovery Planning 466

Backup and Restore Options 467

What’s Not Covered in a SharePoint Backup 484

Key Points 486

Part III: Migrating 487

Chapter 17: Planning Your Move from SharePoint 2007 to 2010 489

You’re Ready to Deploy SharePoint 2010: Now What? 489

Planning Your Upgrade 490

Upgrade and Migration Options 502

What Plan Is Best for You? 505

Upgrade Considerations 507

Key Points 511

Appendix A: SharePoint User Tasks 513

1. Create a New Team Site or Workspace 514

2. Create a List or Document Library 516

3. Apply Security to a Site or Workspace 518

4. Apply Security to Lists or Document Libraries 519

5. Create a View 521

6. Add Web Parts to a Page 523

7. Add Files to a Document Library 525

8. Save a File from Office to SharePoint 527

9. Add Metadata and Standardized Document Templates to a Document Library for Better Content Tagging 529

10. Recover a Document from the Recycle Bin 531

11. Building and Contributing to a Blog 532

12. Build a Wiki 534

13. Expose List Data as an RSS Feed 535

14. Sign In as a Different User 536

15. Enhance a Site’s Navigation 537

16. Work with a Document Offline 539

17. Document Routing 540

18. Filter and Target List Content Using an Audience 543

19. Find Content by Using Search 544

20. Manage “My” Information 544

21. Create a List of Key Performance Indicators 546

22. Make Use of Business Data 547

23. Publish an Excel Workbook for Web Rendering 550

24. Publish an InfoPath Form for Web Rendering 552

Key Points 552

Index 555

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