Microsoft SharePoint 2010 Unleashed [NOOK Book]


Microsoft® SharePoint 2010 Unleashed


Michael Noel

Colin Spence



Using Microsoft SharePoint 2010 technologies, organizations can bring together, utilize, and collaborate with information from virtually any source. Microsoft SharePoint 2010 Unleashed is the most complete, practical resource for all administrators, managers, architects, users, and power users...

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Microsoft SharePoint 2010 Unleashed

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Microsoft® SharePoint 2010 Unleashed


Michael Noel

Colin Spence



Using Microsoft SharePoint 2010 technologies, organizations can bring together, utilize, and collaborate with information from virtually any source. Microsoft SharePoint 2010 Unleashed is the most complete, practical resource for all administrators, managers, architects, users, and power users who want to make the most of this powerful platform.



Drawing on their experience implementing SharePoint solutions in hundreds of organizations, Michael Noel and Colin Spence cover all facets of succeeding with SharePoint: planning, deployment, migration, scalability, administration, security, Microsoft Office integration, workflow and dashboard development, and more.



Noel and Spence illuminate the newest SharePoint innovations, from new social networking features to improved search, helping you make the most of both SharePoint Foundation and SharePoint Server 2010. Using easy-to-understand, step-by-step examples, the authors help you streamline administration, optimize performance, control cost, and implement high-value solutions for collaboration, document management, and business intelligence.


  • Architect and implement SharePoint 2010, and migrate from legacy SharePoint servers
  • Perform advanced installations that maximize scalability
  • Monitor, back up, and restore SharePoint environments
  • Maintain the SQL Server databases on which SharePoint 2010 relies
  • Systematically improve edge, transport, and content security
  • Deploy SharePoint in extranets and alternative authentication scenarios
  • Create highly efficient virtualized SharePoint 2010 farms
  • Customize and manage libraries and lists for your specific requirements
  • Design and manage pages and sites for knowledge workers
  • Effectively manage metadata and content types
  • Integrate content using Office Web Apps and Excel, Access, and Visio Graphics Services
  • Create both out-of-the-box and customized SharePoint workflows
  • Develop custom solutions with SharePoint Designer 2010 and Visual Studio 2010
  • Create BI solutions with PerformancePoint and Business Connectivity Services
  • Govern your SharePoint ecosystem for maximum value


Michael Noel, MS-MVP, MCITP, is an internationally recognized technology expert, bestselling author, and well-known public speaker on a wide range of IT topics. He is the author of 17 books, including Exchange Server 2010 Unleashed, Windows Server 2008 R2 Unleashed, and Microsoft Forefront Unleashed. His books have been translated into more than a dozen languages. Colin Spence, MCP, MCTS SharePoint, has worked with SharePoint technologies for nearly a decade, helping hundreds of clients architect, implement, and manage customized SharePoint solutions. He speaks, publishes, and blogs regularly on SharePoint technologies. Noel and Spence are partners at Convergent Computing, a leading Microsoft partner in the San Francisco Bay area, and co-authors of SharePoint 2007 Unleashed.




Download all examples and source code presented in this book from



Category: Microsoft Office 2010

Covers: Microsoft SharePoint 2010

User Level: Intermediate–Advanced


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Product Details

  • ISBN-13: 9780132639989
  • Publisher: Pearson Education
  • Publication date: 10/22/2010
  • Series: Unleashed
  • Sold by: Barnes & Noble
  • Format: eBook
  • Edition number: 1
  • Pages: 840
  • File size: 43 MB
  • Note: This product may take a few minutes to download.

Meet the Author

Michael Noel, MS-MVP, MCITP, is an internationally recognized technology expert, bestselling author, and well-known public speaker on a broad range of IT topics. He has authored 17 major industry books that have been translated into more than a dozen languages worldwide. Significant titles include SharePoint 2007 Unleashed, Exchange Server 2010 Unleashed, Windows Server 2008 R2 Unleashed, Forefront Unleashed, and many more. Currently a partner at Convergent Computing ( in the San Francisco Bay area, Michael’s writings and extensive public speaking experience across six continents leverage his real-world expertise helping organizations realize business value from information technology infrastructure.


Colin Spence, MCP, MCTS SharePoint, is a partner at Convergent Computing ( and has worked with SharePoint technologies for nearly a decade. He has worked with hundreds of clients architecting, implementing, configuring, and supporting SharePoint solutions that meet their unique business requirements. Colin has authored several bestselling books on SharePoint products for the Sams Publishing Unleashedseries, including SharePoint 2003, 2007, and now 2010. He contributes to numerous blogs and publications and speaks regularly on SharePoint technologies.

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Table of Contents


Part I Planning for and Deploying SharePoint Server 2010

Chapter 1 Introducing SharePoint 2010

Understanding the Capabilities of SharePoint 2010

Exploring the SharePoint 1.0 Wave: SharePoint Team Services and SharePoint Portal Server 2001

Exploring the SharePoint 2.0 Wave: Windows SharePoint Services 2.0 and SharePoint Portal Server 2003

Exploring the SharePoint 3.0 Wave: Windows SharePoint Services 3.0 and Microsoft Office SharePoint Server 2007

Exploring the Latest SharePoint 4.0 Wave: SharePoint Foundation Server and Microsoft SharePoint Server 2010

Using SharePoint for Collaboration and Document Management

Integrating Deeply with Microsoft Office Applications

Libraries and Lists as Data Management and Collaboration Tools

Organizing Collaborating with SharePoint Site Collections and Sites

Deploying SharePoint Websites with Comprehensive Web Content Management

Outlining Improvements in SharePoint 2010

Understanding the Scalable Service Application Model in SharePoint 2010

Outlining Search Improvements in SharePoint 2010

Accessing the Improved Administration, Monitoring, and Backup Tools

Using the Improved Backup and Restore Tools

Gaining Storage Flexibility with the Remote BLOB Storage Option

Using the Improved Interface and Ribbon Integration

Securing SharePoint 2010 with New Security Enhancements

Protecting SharePoint 2010 with Transport Security Options

Protecting SharePoint Data with Storage Security Options

Protecting SharePoint Web Access on the Edge UsingAdvanced Tools

Protecting SharePoint Content with Antivirus Options

Leveraging Metadata and Content Types

Social Networking Tool Advances

Working with Office Web Apps

Creating Powerful and Flexible Workflows

Developing Applications Using Visual Studio

Leveraging Business Intelligence Tools in SharePoint 2010

Governing the SharePoint Environment


Best Practices

Chapter 2 Architecting a SharePoint 2010 Deployment

Understanding the SharePoint Server Roles

Understanding the Database Server Role

Understanding the Web Server Role

Service Application Roles

Search Service Application Role

Inbound Email Server Role

SharePoint Central Admin Server Role

Understanding the Reasons for Deploying Multiple Farms

Deploying Test Farms

Deploying Development Farms

Deploying Extranet or Intranet Farms

Deploying Global or Distributed Multifarm Environments

Planning for Multiple Farms

Choosing the Right Hardware for SharePoint

Hardware Requirements for the SQL Database Role Servers

Hardware Requirements for Service Application Roles

Hardware Requirements for Web Role Servers

Determining Optimal Operating System Configuration

Windows Server 2008 R2 Operating System for SharePoint

Planning for Database and Additional Software

Database Software

Backup Software

Antivirus Software

Index iFilters

Examining Real-World SharePoint 2010 Deployments

Viewing a Sample Single-Server SharePoint Deployment

Viewing a Sample Small SharePoint Farm

Viewing a Sample Mid-Sized SharePoint Farm

Viewing a Sample Large SharePoint Farm

Addressing Common Business Issues with SharePoint Features

Addressing the Redundant Re-creation of Documents with SharePoint

Addressing the Inability to Efficiently Search Across Different Types of Content

Addressing Inefficient Means of Document Collaboration with SharePoint Document Libraries

Addressing the Excessive Use of Email Attachments/Ability to Know When Documents Have Been Modified

Addressing Difficulty Organizing or Classifying Content

Addressing Access to Line-of-Business Application Information

Using SharePoint for Sharing Information with Partners, Vendors, and Clients

Deploying a Team Collaboration Solution with SharePoint

Outlining Business Needs for the Team Collaboration Solution

Implementing a Team Collaboration Solution with SharePoint

Outlining Ideas for Using the Team Collaboration Solution

Deploying a Corporate Intranet Solution with SharePoint

Meeting Business Needs with the Corporate Intranet Solution

Implementing the Corporate Intranet Solution

Ideas for Using the Corporate Intranet Solution

Deploying a Customer Extranet Solution with SharePoint

Meeting the Business Needs of the Customer Extranet Solution

Implementing the Customer Extranet Solution

Outlining Ideas for Using the Corporate Extranet Solution


Best Practices

Chapter 3 Installing a Simple SharePoint Server 2010 Farm

Examining SharePoint Installation Prerequisites

Defining Hardware Prerequisites for SharePoint 2010

Examining Software Requirements for SharePoint 2010

Service Account Requirements

Outlining Additional Prerequisites

Database Role Prerequisites

FAST Search Requirements

Installing the SharePoint Server Operating System

Installing Windows Server 2008 R2

Installing SQL Server 2008 R2

Installing SQL Server 2008 R2

Creating a Windows Firewall Port Exception for SQL Server

Enabling TCP/IP in SQL Configuration Manager

Installing Microsoft SharePoint Server 2010

Running the Prerequisite Check for SharePoint 2010

Installing the SharePoint 2010 Binaries

Running the SharePoint 2010 Configuration Wizard

Running the Initial Farm Configuration Wizard


Best Practices

Chapter 4 Advanced SharePoint 2010 Installation and Scalability

Creating an Installation Checklist

Conceptualizing and Architecting a SharePoint Farm

Installing SharePoint 2010

Configuring SharePoint 2010

Installing SharePoint 2010 Using PowerShell

Examining a PowerShell Script for Provisioning a Farm

PowerShell for Provisioning Service Applications

Understanding Scalability for SharePoint

Mapping SharePoint Functionality to Business Needs

Gauging Content Growth

Scaling Logical SharePoint Components

Scaling Out with Site Collections

Scaling Out with Web Applications


Best Practices

Chapter 5 Migrating from Legacy SharePoint to SharePoint Server 2010

Formulating a Migration Strategy

Examining the In-Place Upgrade Scenario

Examining the Database Attach Scenario

Examining Alternative Approaches and Third-Party Migrations

Planning for an Upgrade to SharePoint 2010

Understanding Supported Upgrade Scenarios

Assessing Site Migration Readiness with the Pre-Upgrade Check Tool

Creating a Prototype Test Environment

SQL Database Upgrade Considerations

Examining SharePoint 2010 Migration Paths

Performing an In-Place Upgrade of a SharePoint Environment

Installing SharePoint 2010 Prerequisites

Running the Upgrade

Running the Configuration Wizard

Performing a Database Attach Upgrade

Understanding the Steps to Perform a Database Attach Upgrade

Using Visual Upgrade

Previewing the SharePoint 2010 Visuals in a Site

Understanding the My Site Automatic Visual Upgrade


Best Practices

Part II Administering and Maintaining SharePoint Server 2010

Chapter 6 Managing and Administering SharePoint 2010 Infrastructure

Operations Management with the SharePoint Central Administration Tool

Administering Application Management Tasks in SPCA

Administering System Setting Tasks in SPCA

Administering Monitoring Tasks in SPCA

Reviewing Backup and Restore Settings in SPCA

Reviewing Security Settings in SPCA

Reviewing Upgrade and Migration Settings in SPCA

Reviewing General Application Settings in SPCA

Using the Configuration Wizard’s Page in SPCA

Administering Site Collections and Sites

Using Additional Administration Tools for SharePoint

Command-Line Administration of SharePoint Using the STSADM Tool

Working with the Internet Information Services Manager Tool

SQL Server Administration for SharePoint


Best Practices

Chapter 7 Leveraging PowerShell for Command-Line SharePoint Administration and Automation

Understanding Windows PowerShell Concepts

Getting Started with Windows PowerShell

Using PowerShell to Display “Hello World!”

Using the Integrated Scripting Environment

Site Collections, Sites, and Webs

The SharePoint Software Development Kit (SDK)

Get-Command and Get-Help

The First SharePoint Cmdlet

Verbs and Nouns

Working with Variables, Function, and Cmdlets

PowerShell Command Piping

Formatting Results

PowerShell—The New STSADM

SharePoint Administration with PowerShell

The Naming of PowerShell Cmdlets

Retrieving Site Collections and Sites with PowerShell

Modifying Site Collection Properties with PowerShell

Working with Solutions and Features

Deploying a Custom Solution with Features

PowerShell Backup and Restore Options

Automating Site Collection Backup and Restore

Exporting SharePoint Sites and Content

Importing Exported Content

Monitoring SharePoint Databases and Site Collection Usage

Managing Content Databases and Site Collections

Analyzing Events in the Event Log

Cataloging the Best Scripts to Automate SharePoint Administration

Automating Creation of Web Applications and Site Collections

Creating Site Structures On-the-Fly

Automating Site Collection Backups with PowerShell

Automatic Solution Installation

Understanding Advanced PowerShell Topics

Remote SharePoint Administration with PowerShell

Beyond Built-In SharePoint PowerShell Cmdlets

Creating Custom Functions with PowerShell

Functions and Parameters

Using the SharePoint .NET API to Extend PowerShell

Retrieving SharePoint Lists with PowerShell

Creating New Lists and Document Libraries

Modify List Properties

Creating List Items On-the-Fly

Managing Backend Systems with PowerShell

Windows PowerShell Snap-In for IIS 7.5

Windows PowerShell Server Management Cmdlets

Automate User Provisioning with PowerShell


Best Practices

Chapter 8 Leveraging and Optimizing Search in SharePoint 2010

Outlining the Capabilities of SharePoint 2010 Search

Deploying a Native SharePoint 2010 Search Service Application

Define Content Sources

Search Scopes

Federating Search

Keywords and Best Bets

Customizing the Search User Interface

Creating Search Centers

Assign Search Pages to the Scopes

Creating Custom Search Pages

Customize the Refinement Panel

Installing FAST Search Server 2010 for SharePoint

Deploying FAST Search Service Applications

Customizing the FAST Search User Interface

Sorting Search Results

User Contexts

Uninstalling FAST Search Server 2010 for SharePoint


Best Practices

Chapter 9 Managing and Maintaining SQL Server in a SharePoint Environment

Monitoring SQL Server in a SharePoint Environment

Windows Management Instrumentation

Event Logs

Dynamic Management Views

Reliability and Performance Monitor

Activity Monitor

Data Collectors

Maintaining SQL Server in a SharePoint Environment

Checking and Repairing Database Integrity

Monitoring and Reducing Fragmentation

Shrinking Data Files

Creating SQL Server Maintenance Plans

Managing SharePoint Content Databases

Adding a Content Database

Creating a Site Collection in a Specific Content Database

Moving Site Collections Between Content Databases

Externalizing BLOB Storage in SharePoint 2010

Understanding BLOBs

BLOB Storage in SharePoint

Introducing Remote BLOB Storage

RBS Versus EBS

Installing and Configuring RBS

Migrating and Moving BLOBs Between BLOB Stores


Best Practices

Chapter 10 Backing Up and Restoring a SharePoint Environment

Backing Up and Recovering SharePoint Components

Using the Recycle Bin for Recovery

Understanding the Two Stages of the Recycle Bin

Enabling Recycle Bin Functionality in SharePoint

Using SharePoint Central Administration for Backup and Restore

Back Up Using Central Administration

Farm Configuration Backup

Performing Granular Backup Using the SharePoint Central Administration

Backing Up a Site Collection

Export a Site or List Using the Central Admin Console

Restoring SharePoint Using SharePoint Central Administration

Restore Farm Configuration Using Central Administration

Recovering Data from an Unattached Content Database

Using SharePoint 2010 Management PowerShell for Backup and Restore

Backing Up the Farm Configuration Using PowerShell

Backing Up an Entire Web Application

Restoring a Site Collection

Import Site or List

Importing a Site

Backing Up Internet Information Services v7 Configuration

SQL Backup Tools

SQL Server Backup Methods

Understanding the SQL Server Recover Models


Best Practices

Chapter 11 Monitoring a SharePoint 2010 Environment

Using the SharePoint Health Analyzer

Reviewing SharePoint Health Analyzer Settings

Modifying Health Analyzer Job Definitions

Using SharePoint’s Native Reporting Capabilities

Reviewing and Creating Reports

Optimizing Usage Data Collection Log Settings

Modifying Diagnostic Log Settings

Understanding Timer Jobs for SharePoint 2010

Modifying Timer Jobs

Monitoring Timer Jobs

Using System Center Operations Manager to Simplify Management of SharePoint 2010

Taking a Closer Look at System Center Operations Manager

Installing SCOM Management Packs for SharePoint 2010

Installing Additional Management Packs for SharePoint Farms

Monitoring SharePoint Functionality and Performance with SCOM

Establishing Maintenance Schedules for SharePoint

Outlining Daily Maintenance Tasks

Performing Weekly SharePoint Maintenance

Performing Monthly Maintenance Tasks

Performing Quarterly Maintenance Tasks

Summary of Maintenance Tasks and Recommendations


Best Practices

Part III Securing, Protecting, and Optimizing SharePoint Architecture

Chapter 12 Virtualizing SharePoint Components

Microsoft’s Virtualization Support Story

SharePoint Virtualization Support

Virtualization Infrastructure Requirements and Recommendations

Software Recommendations and Licensing Notes

Virtualization of SharePoint Roles

Virtualization of the Web Role

Virtualization of the Application Roles

Virtualization of the Search Role

Virtualization of a Server with All Three Roles

Virtualization of the Database Role

Exploring Sample Virtualized SharePoint 2010 Architecture

Virtual Machine Management with System Center Virtual Machine Manager

Exploring the VMM Console

Exploring the Self-Service Portal

Provisioning Farm Members from Virtual Server Templates


Best Practices

Chapter 13 Deploying SharePoint for Extranets and Alternative Authentication Scenarios

Understanding Extranets for Collaborating with Partners, Vendors, and Clients

Outlining Common Extranet Scenarios and Topologies

Outlining Business Requirements and Extranet Considerations

Understanding Common Partner, Vendor, and Client Extranet Scenarios

Examining Common Deployment Topologies

Understanding SharePoint 2010 Extranet Security

Understanding Classic-Mode Authentication

Understanding Claims-Based Authentication

Implementing Authentication Scenarios

Configuring Mixed-Mode Authentication Scenarios

Configuring Multiple Authentication Scenarios

Multiple Authentication Versus Mixed Authentication

Using Alternate Access Mappings in Extranet Deployments

Understanding Host-Named Site Collections

Examining Mobile Administration for SharePoint Extranets

Implementing a Partner Extranet Solution

Creating the Extranet Web Application

Creating an Extranet Site Collection

Configuring Authentication Providers

Creating an Extranet Service Application Proxy Group

Validating the Partner Extranet Solution

Upgrading an Existing Extranet Solution from SharePoint 2007

Security Consideration for SharePoint Extranet Solutions



Best Practices

Chapter 14 Protecting SharePoint with Advanced Antivirus and Edge Security Solutions

Understanding the Forefront Edge Line of Products

Understanding the Difference Between Forefront UAG and Forefront TMG

Outlining the Need for the Forefront Edge Line for SharePoint Environments

Outlining the High Cost of Security Breaches

Outlining the Critical Role of Firewall Technology in a Modern Connected Infrastructure

Understanding the Growing Need for Application Layer Filtering

Outlining the Inherent Threat in SharePoint Web Traffic

Understanding Web (HTTP) Exploits

Securing Encrypted (SSL) Web Traffic

Securing SharePoint Traffic with SSL Encryption

Securing SharePoint Sites with Forefront TMG 2010

Configuring the Alternate Access Mapping Setting for the External URL

Creating a SharePoint Publishing Rule Using Forefront TMG

Monitoring Forefront TMG Using the Logging Feature

Securing SharePoint Sites Using Forefront UAG

Architecting Forefront UAG

Creating a SharePoint Application Within a UAG Trunk

Protecting SharePoint 2010 from Viruses Using Forefront Protection 2010 for SharePoint

Installing Forefront Protection for SharePoint

Using Forefront Protection 2010 for SharePoint 2010


Best Practices

Chapter 15 Implementing and Validating SharePoint 2010 Security

Identifying Isolation Approaches to SharePoint Security

Isolating SharePoint Data with Separate SharePoint Lists

Isolating SharePoint Through Deployment of Separate Sites or Site Collections

Isolating SharePoint with Separate Web Applications

Isolating SharePoint with Separate Physical Farms

Physically Securing SharePoint Servers

Restricting Physical Access to Servers

Restricting Login Access

Physically Securing SharePoint Access by Using Smartcards

Securing SharePoint’s SQL Server Installation

Windows Versus SQL Server Authentication

Windows Authentication Mode

SQL Server Authentication Mode

Determining Which Authentication Mode to Utilize

Minimize SQL Server Attack Surface

Using SQL Server Security Logs

Utilizing Security Templates to Secure a SharePoint Server

Shutting Off Unnecessary Services

File-Level Security for SharePoint Servers

Exploring NT File System Security

Auditing File Access to SharePoint Servers

Verifying Security Using the Microsoft Baseline Security Analyzer

Scanning for Security Vulnerabilities with MBSA

Viewing MBSA Security Reports

Deploying Transport-Level Security for SharePoint

Realizing Security by Deploying Multiple Layers of Defense

Understanding Encryption Basics

Using Virtual Private Networks to Secure Access to SharePoint

Examining VPN Tunnels

Reviewing Tunneling Protocols

Outlining the PPTP and L2TP Protocols

Detailing the L2TP/IPsec Secure Protocol

Examining Integration Points Between SharePoint and Public Key Infrastructure

Understanding Private Key Versus Public Key Encryption

Using SSL Certificates for SharePoint 2010

Utilizing Active Directory Certificate Services for SharePoint Servers

Examining Smartcards PKI Authentication for SharePoint

Using IPsec for Internal SharePoint Encryption

Reviewing the IPsec Principle

Detailing Key IPsec Functionality

Setting Up the Monitoring Environment for IPsec Communications

Establishing an IPsec Policy on the SharePoint Server

Verifying IPsec Functionality in Event Viewer


Best Practices

Chapter 16 Configuring Email-Enabled Content, Presence, and Exchange Server Integration

Enabling Incoming Email Functionality in SharePoint

Installing the SMTP Server Service on the SharePoint Server

Configuring the Incoming Email Server Role on the SharePoint Server

Using the Directory Management Service

Working with Email-Enabled Content in SharePoint 2010

Using Email-Enabled Document Libraries

Understanding Microsoft Exchange Server 2010

Outlining the Significant Changes in Exchange Server 2010

Outlining Exchange Server 2010 Server Roles

Planning for an Exchange Server 2010 Environment

Planning for Exchange Active Directory Design

Planning for the Mailbox Server Role

Planning for the Client Access Server Role

Planning for the Edge Transport Role

Planning for the Hub Transport Role

Planning for the Unified Messaging Role

Integrating Exchange 2010 with SharePoint 2010

Using an Exchange Server as an Outgoing Email Server for SharePoint

Linking to Calendars, Contacts, and Inbox Items in Exchange 2010 from SharePoint Sites

Using SharePoint 2010 to Replace Exchange Public Folders

Enabling Presence Information in SharePoint with Microsoft Communications Server 2010

Configuring Presence Within SharePoint

Enabling Presence Information on a Web Application

Examining Presence Functionality within a SharePoint Site Collection


Best Practices

Chapter 17 Safeguarding Confidential Data in SharePoint 2010

Understanding the Threats to SharePoint Data

SQL Server Database Mirroring for SharePoint Farms

Understanding Operating Modes

Understanding Transaction Safety Levels

Examining Supported Topologies

Single Data Center High-Availability Model

Cross-Site High-Availability Model

Multiple-Farm Cross-Site Model

Outlining Database Mirroring Requirements

Examining Supported SQL Server Editions

Considering Security Requirements

Examining Supported Databases

Considering Performance and Scalability

Enabling SQL Database Mirroring

Exploring the High-Level Steps Involved with Setting Up a Database Mirror

Backing Up the Databases to Be Mirrored

Restoring the Databases onto the Mirror Server

Configuring Security and Enabling Mirroring

Using SQL Transparent Data Encryption (TDE)

Understanding the Problem

Encryption Solutions

Understanding How TDE Works

Understanding the TDE Key Hierarchy

Understanding TDE Requirements and Limitations

Enabling TDE for SharePoint Content Databases

Creating the Database Master Key (DMK)

Creating the TDE Certificate

Back Up the TDE Cert

Creating the DEK

Encrypt the DB

Monitoring Progress

Restoring the TDE Encrypted DB to Another Server

Using Active Directory Rights Management Services (AD RMS) for SharePoint Document Libraries

Understanding Prerequisites and Limitations of AD RMS

Installing AD RMS

Modifying the RMS Certification Pipeline

Enabling IRM Support in SharePoint Central Admin

Enabling IRM Support on an Individual Document Library


Best Practices

Part IV Using SharePoint 2010 Technologies for Collaboration and Document Management

Chapter 18 SharePoint Foundation Versus SharePoint Server 2010

Clarifying the Different SharePoint Products from a High Level

An Overview of Licensing

Database Requirements of SharePoint Foundation 2010 and SharePoint Server 2010

Business Applications for Different Versions of SharePoint 2010

Feature Comparison Between SharePoint Foundation 2010 and SharePoint Server 2010 for Farm Administrators

Service Applications Available in the Different Versions of SharePoint 2010

Reviewing the Central Administration Tools on the Home Page in SharePoint Foundation 2010 and SharePoint Server 2010

Comparing General Application Settings in SharePoint Foundation 2010 and SharePoint Server 2010 Enterprise

Site Collection Options in SharePoint Foundation 2010 and SharePoint Server 2010

Site Settings Compared in SharePoint Foundation 2010 and SharePoint Server 2010

Document Library and List Options in SharePoint Foundation 2010 and SharePoint Server 2010

Web Parts Available in SharePoint Foundation 2010 and SharePoint Server 2010


Best Practices

Chapter 19 Using Libraries and Lists in SharePoint 2010

Empowering Users Through SharePoint 2010 Libraries

Using the View All Site Content Page in SharePoint 2010

A Brief Tour of a Document Library

Adding Documents to a Document Library

Working with the Other Standard Tools in a Document Library

Working with the New Document and Upload Document Tools

Pros and Cons of the New Folder Tool

Using the Edit Document Tool, Check Out, Check In, and Discard Check Out Tools

Reviewing the View Properties and Edit Properties Tools

Using the Version History Tool

Using the Document Permissions Tool

Using the Delete Button and Recycle Bins

Reviewing the E-mail a Link and Alert Me Tools

Understanding the Download a Copy, Send To, Manage Copies, and Go To Source Tools

A High-Level Overview of Workflows

How to Use the Publish, Unpublish, and Cancel Approval Tools

Using the I Like It and Tags & Notes Tools

Empowering Users Through SharePoint 2010 Lists

Differentiating Lists from Libraries

Reviewing Several Common Lists Found in a Team Site Template

Examining the Tools in an Announcements List

Adding a Column in a List and Updating a List Item

Creating a View in a List


Best Practices

Chapter 20 Customizing and Managing Libraries and Lists to Meet Business Requirements

Planning the List and Library Ecosystem

Understanding the Range of List and Library Options

Creating Lists and Libraries

Making Basic Decisions About the List or Library

Mastering the Library Tab from the Ribbon

Creating and Managing Views

Synching Content to SharePoint Workspace

Connect to Office Options

Connect to Outlook Export to Excel and Open with Explorer Buttons

Modify Form Web Parts Tools

Edit Library Tool

Document Library Settings Page Tools Reviewed

Versioning Settings

Advanced Settings Examined from a Library Design Standpoint

Validation Settings

Column Default Value Settings

Manage Item Scheduling

Rating Settings

Audience Targeting

Metadata Navigation

Per-Location View Settings

Form Settings Tool

Permissions and Management Tools for Lists and Libraries

Delete This Document Library

Save Document Library as Template

Permissions for This Document Library

Manage Files That Have No Checked-In Version

Workflow Settings

Document Sets Compared to Folders as Organizational Tools in Document Libraries

Enabling Document Sets from Site Collection Features

Content Organizer as a Document Routing Tool


Best Practices

Chapter 21 Designing and Managing Pages and Sites for Knowledge Workers

Understanding Site Collection Options

Designing the Site and Site Collection Wireframe

Creating a Site Collection

Reviewing the Scope of an Existing Site Collection

Controlling Who Can Create Sites

Creating Pages and Sites

Creating Pages

Reviewing the Users and Permissions Tools

Reviewing the Galleries Tools

Reviewing the Site Administration Tools

Reviewing the Look and Feel Tools

Reviewing the Site Actions Tools

An Overview of Site Collection Administration Tools

Understanding and Using Site Variations

Reviewing Site Features and Site Collection Features

Audience Targeting Explained and Demonstrated


Best Practices

Chapter 22 Managing Metadata and Content Types in SharePoint 2010

Effectively Using Metadata in Lists and Libraries

Working with Metadata in a Word 2010 Document and Document Libraries

Reviewing the Column Choices in SharePoint 2010

An Introduction and Practical Application of Calculated Columns

Leveraging Validation Settings

Enforcing Unique Values in Columns

Differences in Multiple Lines of Text Columns in Libraries and Lists

Working with Lookup Columns in Document Libraries

Testing Enforce Relationship Behavior

Setting Metadata Standards with Default Values

Setting Default Values from the Settings Page

Site Columns Practical Applications

Content Types Practical Applications

Considering the Dublin Core Content for Taxonomy Inspiration

Creating and Using Managed Metadata

Adding Managed Metadata in a List

Content Type Syndication Hubs

Metadata as a Navigation Aid

Enabling the Developer’s Dashboard for Troubleshooting


Best Practices

Chapter 23 Leveraging Social Networking Tools in SharePoint 2010

Reviewing the Components of a Healthy My Site Configuration

High-Level Review of Steps Required to Create a New My Site Host

High-Level Review of Steps Required to Create a New User Profile Service Application

Reviewing the User Profile Service Application Settings

Forefront Identity Manager’s Involvement in Synchronization

Reviewing the Setup My Sites Link in the My Site Settings Section

Reviewing Other Configuration Tools in the My Sites Settings Section

Managing Social Notes and Tags

Restricting User Access to and Creation of My Site Sites

Mapping a SharePoint Profile Field to Active Directory

User Profile Job Review

Activity Feed Settings

Components of My Sites

Creating and Exploring a My Site

Using Bookmarklets


Best Practices

Chapter 24 Governing the SharePoint 2010 Ecosystem

The Importance of Governance

Creating the Governance Plan

Reviewing the Vision and Scope Documents

Visually Mapping the Governance Strategy

Defining Governance Roles and Responsibilities

Governing the Farm

Governing Site Collections and Sites

Records Management in SharePoint

Records Declarations

The Governance Cycle


Best Practices

Part V Leveraging Office Applications with SharePoint

Chapter 25 Using Office 2010 Applications with SharePoint 2010

Support for Earlier Versions of Office with SharePoint 2010

Using Office 2007 Applications with SharePoint 2010

The Basics of Saving a Word Document to a SharePoint Document Library

Working with Backstage in Word 2010

Accessing SharePoint Templates from Word 2010

Creating Shortcuts to SharePoint 2010

Using the Connect to Office Tool to Create Shortcuts

Manually Add a Shortcut to the SharePoint Sites Folder

Manually Create a Network Location Shortcut

Coauthoring Word 2010 and PowerPoint 2010 Documents Stored in SharePoint 2010

Using SharePoint Workspace with SharePoint 2010

Connecting SharePoint 2010 Content to Outlook 2010

Connecting Task Lists to Outlook 2010

Connecting Calendars to Outlook 2010

Creating Meeting Workspaces from Outlook 2007 and Outlook 2010

Modifying Outlook 2010 to Allow Creation of Meeting Workspaces


Best Practices

Chapter 26 Extending SharePoint 2010 with Excel Services, Access Services, and Visio Graphics Services

Working with Excel Data in SharePoint 2010

Getting to Know the Excel Services Service Application

Managing the Excel Service Application

Publishing to Excel Services

Allowing Parameter Input in Excel Web Access

Access Services Overview

Creating an Access Web Database Site

Visio Graphics Services Overview


Best Practices

Chapter 27 Office Web Apps Integration with SharePoint 2010

Planning for Office Web Apps Use

Server Prerequisites and Licensing Considerations

Browser Support of Office Web Apps

Planning to Support Multiple Versions of the Office Rich Client

Mobile Device Support

Installing and Configuring Office Web Apps for SharePoint 2010

Reviewing Central Administration Settings for the PowerPoint Service Application and Word Viewing Service Application

Verifying the Site Collection Features Are Enabled for Office Web Apps

Verifying the Settings in the Document Library

Set the Default Open Behavior for Site Collections in Central Administration

Testing Office Web Apps Functionality

Testing Word Access via Office Web Apps

Testing Excel Access via Office Web Apps

Testing PowerPoint Access via Office Web Apps

Testing OneNote Access via Office Web Apps


Best Practices

Chapter 28 Out-of-the-Box Workflows and Designer 2010 Workflows

Defining Workflows in the Business Environment

Considering Alerts as Basic Workflows

Reviewing the Workflow-Related Settings in Central Administration and Site Settings

Reviewing the Site Settings Tools for Workflows

Testing the Three-State Workflow

An Overview of Other Standard Workflows

Verifying the Web Application Settings for SharePoint Designer 2010 Use

Downloading and Installing SharePoint Designer 2010

Creating a Reusable Workflow from SharePoint Designer 2010


Best Practices

Part VI Extending the SharePoint Environment

Chapter 29 Application Development with SharePoint Designer 2010 and Visual Studio 2010

Deciding Whether Development Is Required to Meet Business Needs

Planning the Development Project

Evolutions in the SharePoint Platform for Developers

Designer 2010 Enhancements

Visual Studio 2010 Enhancements

Considering SharePoint Designer 2010 for Development

Common Development Tasks

Creating a Workflow-Based Application in SharePoint Designer 2010

Testing the Workflow

Extending the Capabilities of the Application

Using Visual Studio 2010 with SharePoint 2010

Getting Started with Visual Studio 2010

Developing a Visual Web Part

Packaging a Visual Web Part


Best Practices

Chapter 30 Business Intelligence in SharePoint 2010 with PerformancePoint Services

PerformancePoint Services Overview

Getting Started with a PerformancePoint Service Application

Understanding Dashboard Designer

Creating Dashboards in Dashboard Designer

Data Connections Defined

KPIs Defined

Indicators Defined

Scorecards Defined

Reports Defined

Dashboards Defined

Building a Sample Dashboard in Dashboard Designer

Preparing the Data Sources

Creating Data Connections

Creating Key Performance Indicators

Creating a Scorecard

Creating a Report

Creating a Dashboard


Best Practices

Chapter 31 Business Intelligence in SharePoint 2010 with Business Connectivity Services

External Content Types

Options for Building BCS Entities

Installing SharePoint Designer

Preparing to Build External Content Types

Defining the External Content Type

Creating an External Content Type for a Related Item

Consuming External Content Types

External Lists

External Data

Writing to External Content Types

Business Connectivity Services Web Parts

Summary and Conclusion

Best Practices

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