SharePoint Server 2010 Administration 24 Hour Trainer

INTRODUCTION xxv

SECTION I: ADMINISTRATION AT THE SITE LEVEL

LESSON 1: USING THE SITE ADMINISTRATION MENU 3

Accessing the Site Administration Menu 3

Setting the Regional Settings Options 5

Site Libraries and List Links 6

Viewing and Managing User Alerts 6

Configuring RSS Feeds 6

Managing Content and Structure 7

Try It 8

Lesson Requirements 8

Hints 8

Step-By-Step 8

LESSON 2: USING THE SITE ACTIONS MENU 11

Manage Site Features 11

What is a Feature 12

Save Site as Template 12

Reset to Site Definition 14

Using the Site Analytics Web Analytics Reports 15

Try It 15

Lesson Requirements 15

Hints 15

Step-by-Step 16

LESSON 3: CHANGING A SITE’S LOOK AND FEEL 19

Title, Description, and Icon 19

Displaying Navigation Options 19

Try It 20

Lesson Requirements 20

Hints 20

Step-by-Step 20

LESSON 4: USING CUSTOM THEMES 23

Accessing the Site Themes Page 23

Creating a Theme 24

Select a Theme 24

Customizing Themes 25

Selecting Colors 25

Preview the Theme 26

Try It 27

Lesson Requirements 27

Hints 27

Step-by-Step 27

LESSON 5: MANAGING REPORTING SERVICES 31

Manage the Shared Schedule 31

Reporting Services Site Settings 32

Enable RSClientPrint ActiveX Control Download 32

Enable Local Mode Error Messages 32

Enable Accessibility Metadata for Reports 32

Try It 33

Lesson Requirements 33

Hints 33

Step-by-Step 33

SECTION II: ADMINISTRATION AT THE SITE COLLECTION LEVEL

LESSON 6: SITE COLLECTION ADMINISTRATION SETTINGS 39

Defining Site Collections 39

Site Collection Administrative Options 40

Try It 41

Lesson Requirements 41

Hints 41

Step-by-Step 42

LESSON 7: MANAGING THE SOLUTIONS GALLERY 47

Solution Framework 47

Understanding Resource Quotas 48

Deploying a Custom Solution 49

Try It 49

Lesson Requirements 49

Hints 49

Step-by-Step 49

SECTION III: MANAGING SEARCH

LESSON 8: SETTING SEARCH OPTIONS AT THE SITE COLLECTION LEVEL 57

Search Results 58

Try It 59

Lesson Requirements 59

Step-by-Step 60

LESSON 9: SEARCH SCOPES FOR SITE COLLECTION ADMINISTRATORS 65

Creating a New Scope 65

Managing Where the Scope Appears 68

Setting Rules for the Scope 68

Try It 69

Lesson Requirements 69

Step-by-Step 69

LESSON 10: MANAGING SEARCH KEYWORDS FOR SITE COLLECTION ADMINISTRATORS 73

Try It 73

Lesson Requirements 74

Step-by-Step 74

LESSON 11: MANAGING SEARCH AVAILABILITY AT THE LIST AND SITE LEVEL FOR SITE ADMINISTRATORS 79

Try It 81

Lesson Requirements 81

Hint 81

Step-by-Step 82

SECTION IV: SETTING UP CONTENT MANAGEMENT OPTIONS

LESSON 12: SETTING UP CONTENT TYPES 91

Using Content Types to Manage Content 91

Item #1: A Common Template 93

Item #2: Three Types of Proposals in the Same Library 93

Item #3: A Diff erent Business Process for Each Type of Proposal 93

Item #4: Diff erent Views of the Documents for Diff erent People 93

Item #5: A Designation of Sold, in Progress, or Not Sold 93

Item #6: Repeating the Process for Multiple Departments 93

Creating a Content Type Hierarchy 94

Try It 94

Lesson Requirements 94

Hints 94

Step-by-Step 95

LESSON 13: PUBLISHING CONTENT TYPES TO USE ACROSS SITE COLLECTIONS 101

Creating a Content Type Publishing Hub 101

Try It 102

Lesson Requirements 102

Hints 102

Step-by-Step 102

LESSON 14: SETTING UP THE CONTENT ORGANIZER 105

The Content Organizer’s Functionality 105

Setting Up the Content Organizer 107

Integrating E-Mail into the Content Organizer 107

Try It 108

Lesson Requirements 109

Step-by-Step 109

LESSON 15: USING DOCUMENT SETS 115

Create a Document Set Content Type 115

Try It 116

Lesson Requirements 116

Hints 116

Step-by-Step 116

LESSON 16: USING HOLD AND DISCOVERY 121

Discovery: Find It 121

Hold: Save It 122

Try It 123

Lesson Requirements 123

Hints 123

Step-by-Step 123

LESSON 17: SETTING UP RECORDS MANAGEMENT 127

Records in SharePoint 2010 127

Declaring an Item a Record 128

Try It 128

Lesson Requirements 128

Hints 128

Step-by-Step 129

LESSON 18: SETTING UP RELATED LISTS 135

Try It 135

Lesson Requirements 135

Hints 136

Step-by-Step 136

SECTION V: MANAGING PUBLISHING SITES

LESSON 19: SETTING UP A PUBLISHING SITE 141

Publishing Sites 141

Pages 143

Navigation 143

Site Administration 143

Try It 145

Lesson Requirements 145

Hints 145

Step-by-Step 145

LESSON 20: SETTING NAVIGATION OPTIONS IN PUBLISHING SITES 151

Navigational Options 151

Global Navigation Options 152

Local Navigation 155

Try It 156

Lesson Requirements 156

Step-by-Step 156

LESSON 21: SETTING BRANDING OPTIONS IN PUBLISHING SITES 161

Master Pages 161

Master Page Gallery 162

Setting Master Pages 163

Setting Style Sheets 164

Branding System Pages 165

Themes 165

Try It 165

Lesson Requirements 166

Step-by-Step 166

LESSON 22: USING CONTENT APPROVAL IN PUBLISHING SITES 171

Try It 174

Lesson Requirements 174

Hint 174

Step-by-Step 175

LESSON 23: USING VARIATIONS IN PUBLISHING SITES 179

Variations 179

Variation Settings 180

Setting Variation Labels 181

Setting Translatable Columns 181

Set Variation Logs 182

Try It 182

Lesson Requirements 182

Step-by-Step 182

Confi guring Variation Settings for a Multilingual Interface 183

SECTION VI: CONFIGURING USERS AND PERMISSIONS

LESSON 24: SHAREPOINT SECURITY GROUPS 189

Inheritance 189

SharePoint and Active Directory Groups 189

Default SharePoint Groups 190

Try It 191

Lesson Requirements 191

Step-by-Step 191

LESSON 25: PERMISSION LEVELS 197

Setting New Permission Levels 199

Adding Rights Levels to a Permission Level 199

Best Practice 199

Try It 200

Lesson Requirements 200

Step-by-Step 200

SECTION VII: CONFIGURING SERVICE APPLICATIONS

LESSON 26: CONFIGURING ACCESS SERVICES 207

Access Services 207

Try It 210

Lesson Requirements 210

Step-by-Step 210

LESSON 27: CONFIGURING EXCEL SERVICES 215

Confi guring a Trusted Location 216

Using Your Workbook 217

Try It 220

Lesson Requirements 220

Step-by-Step 220

LESSON 28: CONFIGURING VISIO SERVICES 225

The Visio Graphics Service 225

Visio Process Repository 227

Visio Graphics Application 228

SharePoint Designer and Visio 2010 228

Try It 229

Lesson Requirements 229

Step-by-Step 229

LESSON 29: CONFIGURING POWERPOINT SERVICES 231

PowerPoint Service Application 231

Try It 232

Lesson Requirements 232

Step-by-Step 232

LESSON 30: CREATING METADATA SERVICES 237

Activating the Service 237

Groups, Sets, and Terms 238

Try It 239

Lesson Requirements 239

Hints 239

Step-by-Step 239

LESSON 31: USING METADATA 245

Try It 247

Lesson Requirements 247

Hints 247

Step-by-Step 248

LESSON 32: CONFIGURING PERFORMANCEPOINT SERVICES 251

Activating Business Intelligence Features 251

Secure Store and Unattended Service Account 251

PerformancePoint Services Application 252

Try It 252

Lesson Requirements 253

Step-by-Step 253

Trusted Content Locations 257

LESSON 33: CREATING A PERFORMANCEPOINT SITE 259

BI Sites and Features 259

Try It 263

Lesson Requirements 263

Step-by-Step 264

LESSON 34: CREATING A BUSINESS CONNECTIVITY SERVICE 267

External Content Types 267

Try It 268

Lesson Requirements 268

Hint 268

Step-by-Step 268

LESSON 35: CREATING AN EXTERNAL LIST 275

Try It 276

Lesson Requirements 276

Step-by-Step 276

SECTION VIII: SITE TEMPLATES

LESSON 36: USING THE FORM TEMPLATE LIBRARY 283

Overview of Forms Services 283

Publishing Templates 284

Try It 285

Lesson Requirements 286

Step-by-Step 286

LESSON 37: USING THE RECORDS CENTER SITE TEMPLATE 291

Features of the Records Center Site 291

Using the Records Center Management Console Page 292

Try It 293

Lesson Requirements 293

Hints 293

Step-by-Step 293

LESSON 38: CREATING A MEETING WORKSPACE 297

Creating a Meeting Workspace 297

Try It 298

Lesson Requirements 298

Step-by-Step 298

LESSON 39: PERSONALIZATION SITES 301

Linking to My Site 301

Personalization Web Parts 302

Try It 302

Lesson Requirements 302

Hints 302

Step-by-Step 302

LESSON 40: CREATING AN ENTERPRISE WIKI SITE 305

Wiki Features 305

Try It 306

Lesson Requirements 306

Hints 306

Step-by-Step 306

APPENDIX : WHAT’S ON THE DVD? 311

System Requirements 311

Using the DVD 311

What’s on the DVD 312

Troubleshooting 312

Customer Care 313

INDEX 315