SharePoint2010BootCamp Module1IntroducingSharePoint2010 Module2CreatingaSharePoint2010Intranet Module3DesigningaLogicalArchitecture
Module4PlanningaServiceApplicationArchitecture Module5PlanningforPerformanceandCapacity Module6DesigningaPhysicalArchitecture
Module7AdministeringandAutomatingSharePoint Module8ConfiguringContentManagement Module9PlanningManagedMetadata
Module10PlanningEnterpriseContentManagement Module11ConfiguringAuthentication Module12SecuringContent
Module13ManagingSharePointCustomizations
Module14ConfiguringandSecuringSharePointServicesandServiceApplications Module15UserProfilesandSocialNetworking Module16AdministeringandConfiguringSharePoint Module17ImplementingOfficeWebApps
Module18PlanningaSharePoint2010ImplementationofaBusinessIntelligenceStrategy Module19DevelopingaPlanforGovernance Module20InstallingandUpgradingtoSharePoint Module21ImplementingBusinessContinuity Module22MonitoringandOptimizingSharePointPerformance
IntroducingSharePoint2010
TSSRedmond,LLC
11
Module1IntroducingSharePoint2010Contents:Lesson1:EvaluatingtheFeaturesofSharePoint2010 Lesson2:PreparingforSharePoint2010 Lesson3:InstallingSharePoint2010 Lesson4:AdvancedInstallationofSharePoint2010 Lab:InstallingSharePoint2010
13 123 139 153 162
1 2
TSSRedm mond,LLC
SharePointBootCamp p
Modu uleOverv view
MicrosoftShare M ePoint2010t thecollectiono ofproductsand technologiesth hatincludesSha arePointServer r2010 an ndSharePointF Foundation2010offersabroadrangeoffun nctionalitythat addressesavas stnumberofbu usiness co ollaborationsce enarios.TheSha arePointplatfor rmsitson,andd dependson,an numberofothe erMicrosoftpro oducts an ndtechnologies s.
In nthismodule,youexploretheroleofSharePo oint2010indel iveringbusiness scollaborationsolutionsinthe e en nterpriseandontheInternet.Youthenlearn whatittakesto ogetSharePoin ntupandrunnin ngfromprepa aring yo ourinfrastructu ure,toconfiguri ingrelatedtech hnologiesandpr roducts,todep ployingSharePointserversand farms us singbothoutof fboxinstallatio onwizardsands scripts.
In ntroducingSharePoint2010
TSSRedmond,LLC C
13
Lesson1
EvaluatingtheFeatu t uresofSha arePoint2010
Sh harePoint2010isthebusinesscollaborationp platformforthe eenterpriseand dtheInternet.B Behindthissimple va alueproposition nisacomplexa andpowerfulplatformthatde liversrichfunct tionalitytoaddressavastrang geof bu usinessneeds.Inthislesson,yo oulearnjusthowmuchtechno ologyiswrappe dupbythose 13 3words,andyo oudissectthete echnicalcapabil litiesandfeatur resthataredriv vingenterprises saroundthe worldtoadoptSharePoint2010 w 0.
Af ftercompleting gthislesson,youwillbeableto o:
Describethe evalueproposit tionofSharePoint2010.
Describethe eSharePoint2010platform.
Describethe ekeySharePointproductsand technologies.
Describethe ekeySharePoin ntcapabilities,suchassites,com mmunities,con ntent,search,in nsights,and composites. .
1 4
TSSRedm mond,LLC
SharePointBootCamp p
Th heValueProp positionof SharePoint2010 0 Th hevaluepropos sitionforSharePointis,SharePointisthebus sinesscollabora ationplatformfo ortheenterpriseand th heInternet.Microsoftinveste edheavilyinthe edevelopmento Server2010tod deliverfeatures sthat ofSharePointS en nableanenterp prisetodothef following:
Delivertheb bestproductivit tyexperience.T Theenduserex xperienceofSh harePointServer2010buildson n familiaruserinterfacesandt tools. thaunifiedinfr rastructure.Sha arePoint2010p performsrolest thathavebeen, ,inmany Cutcostswit enterprises,p providedbyotherdisparatesys stems.Nowtho oserolescanbe econsolidatedo ontoSharePoin nt 2010. ondtobusinessneeds.ShareP Point2010prov videsadiversef featuresetaddr ressingmanybusiness Rapidlyrespo collaboration nscenarios,with houtofboxfun nctionality,aric chcollectionof communityge eneratedsolutio ons,and extensibilityt tosupportcusto omsolutions. dfeaturesthat supportthosebenefits.Featuresare Microsoftdescrib M besSharePoint2010asaseries sofbenefitsand gr roupedintocategoriescalledc capabilitiesthatdeliversolutio nstorelatedbu usinessscenario os.
In ntroducingSharePoint2010
TSSRedmond,LLC C
15
Th heSharePoint tPlatform
Sh harePointisaplatformthatitselfextendsand ddependsonm anycomponen tsofthebroade erMicrosoft te echnologiessuit te. Th hisvisualization noftheplatform mshowsthedependenciesbo othrequiredan ndavailablebetweencompo onents of fthetechnologystack.Eachco omponentoftheplatformcont tributesspecific cfeaturesandf functionality.
WindowsServ ver2008orW WindowsServer2008R2provid esthecoreope eratingsystemf functionality, includingthesecuritysubsys stem. TheMicrosof ft.NETFramewo orkprovidesthe eframeworkfo orSharePoint,w whichisa.NETa application runningwithinInternetInfor rmationService es(IIS). oundation2010 0deliversfundamentalSharePo ointfunctionaliityincludingser rvice SharePointFo management,security,integ grationwithMic crosoftOfficecllientapplication ns,andcorecollaborative featuressuchaslistsandlibraries. erver2010build dsonSharePoin ntFoundation,a addingsocialne etworking,ente erprisesearch, SharePointSe businessintelligence,andoth herfeatures. providedbySha arePointFoundation2010and SharePointSer rver2010arede etailedlaterinthis Thefeaturesp module. SharePointus sesidentityserv vicesthatcanin ncludetheActiv veDirectorydi irectoryservice eorotherClaims basedauthen nticationprovide ers.Someofthe eseidentityser rvices,suchasfo ormsbasedaut thentication,re ely onthe.NETFramework. SharePointco ontentisstored dinMicrosoftSQ QLServer. SharePointisahighlyextens sibleplatform.Independentso oftwarevendors s(ISVs),thecom mmunity,custom mers, titselfdeliverso olutionsthatde ependonShare ePointFoundationorSharePoin ntServer. andMicrosoft
1 6
TSSRedm mond,LLC
SharePointBootCamp p
Sh harePointProductsandTec chnologies Th hereisawidearrayofproduct tsandtechnologiesthatmakeupSharePoint. Sh harePointprodu uctsandtechno ologiesincludet thefollowing: SharePointFo oundation2010 0. SharePointSe erver2010forI IntranetScenarios,whichislice ensedwithStan ndardorEnterp prisefeatures. ThefeaturesprovidedbySharePointFound dation2010and dSharePointSe rver2010ared detailedlaterin thismodule. SharePointSe erver2010forI InternetSites,w whichislicensed dforaccessbylargenumberso ofusersandby y nonauthentic catedusers. OfficeWebA Apps,whicharediscussedinModule11,Imp lementingOffic ceWebApps. FASTSearchf forSharePoint2 2010. FASTSearchf forSharePoint2 2010forInternetSites,whichislicensedfora accessbylargen numbersofuse ers andbynonau uthenticatedusers. SearchServer2010andSearchServerExpre ess2010,which hprovidethese earchfunctiona alityof SharePointSe erver. Ad dditionally,ava astselectionofcommunitygen neratedsolutio nsandapplicat ionsbyISVsext tendsthe ca apabilitiesandf featuresetofSh harePoint2010.
Itisimportantth hatyouunderstandyourbusine essrequiremen ntssothatyouc canchoosethebestmixof pr roductsandtec chnologies.
In ntroducingSharePoint2010
TSSRedmond,LLC C
17
Sites
Th hesitescapabilityincludesfunctionalitythatd deliversandper rsonalizesconte enttousers,providesmanage eability an ndscalabilityto oadministrators s,enablesdeveloperstocustom mizeandextend dSharePoint,andallowsan en nterprisetoimp plementShareP Pointalongwith hothersolution nsortoconsolid datethefunctio onalityprovided dby di isparatecollabo orationsolution nsintoSharePoint.
Co ontentDelive eryTh hesitescapabilityoffersthefo ollowingcomponents,features s,andfunctiona alitytodeliverc contenttousers s: Corecontentstructures Webapplications,sitecollections,sites,lists,libraries Servicestorendercontent Multipleb browsers Mobilebro owsers Accessibilit tystandards(W WCAG2.0) RichWebexp perience Ribbonuse erinterface(UI):FamiliarOffic ceUI WebEdit:Richcontented diting Interfacesfor rrichandoffline eclientexperie ences Officeclientapplications SharePointWorkspace OfficeWebApplications Fo ollowingaresom meimportantp pointsrelatedto ocontentdelive ery:
SharePointFo oundation2010 0deliverstheco orefunctionalit tyofSharePoint tandprovidesm mostofthe featuresinth hesitescapabilit ty. ContentstructuressuchasW Webapplication ns,sitecollectio ons,andsites,ar rediscussedinModule2, 0Intranet. CreatingaSharePoint2010
18
TSSRedmond,LLC
SharePointBootCamp
SharePoint2010featuressignificantlyexpandbrowsersupport,whicharedetailedinLesson2ofthis module.Additionally,youcanaccesscontentcanusingmobilebrowsers. SharePointiscompliantwithWCAG2.0accessibilitystandardsoutofthebox. Anumberofcomponents,services,features,andinterfacesofSharePointaredesignedtodelivera unified,efficient,andfamiliarexperiencetoendusers. SharePoint2010offersavarietyofmodalitiesthroughwhichuserscaninteractwithcontent,includingOffice clientintegration,SharePointWorkspaceandotherapplicationsthatprovideofflineaccesstoSharePoint,and OfficeWebApps,whichenablebrowserbasedviewing,editing,andcoauthoringofdocuments.
Question:Whatimportantbusinessobjectivesdothecontentdeliverycapabilitiesinthesitescapability itscomponents,features,andthemanywaysitgivesyoutointeractwithcontentsupport?
ContentPersonalizationThesitescapabilityoffersthefollowingcomponents,features,andfunctionalitytosupportpersonalizingthe deliveryofcontent:
Featuresthatpersonalizetheusersexperiencewithcontent MySites Usertagging Contenttargeting Multilingualsupport Followingaresomeimportantpointsrelatedtocontentpersonalization: Oneusermaynotneed,want,orbeallowedtoseethesamecontentthatanotherusersees.The SharePointsitescapabilitydeliversfunctionalitytoindividualizetopersonalizetheuserexperience. MySiteisausersindividualWebpage,exposingthatusersprofile,sharedinformationanddocuments, expertise,organizationalrelationships,andsocialactivitiestootherusers.Additionally,ausersMySitecan provideapersonalizednavigationandviewofenterpriseresources. UsertaggingisanimportantnewfunctionalityofSharePoint2010.Documents,lists,libraries,sites,andusers canbetagged.Thesetagscanthenbeusedtoassociateauserwithcontentthatisofinteresttothatperson. Contenttargetingistheabilityofanadministratortopushcontenttooneormoreusersbasedonthose userssharedcharacteristics,includingtheirgroupmembership. SharePointprovidesmultilingualsupport.SharePointcansupportcontent,services,andtagsinawiderange oflanguages.Asitecanberenderedinaparticularlanguagetoauserinthatuserslanguageandcanbe switchedtoanotherlanguageonthefly.
ManageabilityandScalabilityThesitescapabilityoffersthefollowingcomponents,features,andfunctionalitytoensurescalable, manageabledeploymentinanenterprise:
Centralmanagement Governance,security,andcomplianceatmultiplelevelsofeveryfeature Operationsmanagement Deploy,secure,configure,backup,monitor,audit,andupdate. CentralAdministration(UI)andWindowsPowerShellsupport Toolsandguidance Enterprisescalability,manageability,andavailability Capacity Topology Performance
IntroducingSharePoint2010
TSSRedmond,LLC
19
Highavailability SharePointiscentrallymanagedusingtheCentralAdministrationsiteandWindowsPowerShell.It supportsgovernance,security,andcomplianceatmultiplelevels,foralmosteveryfeature.
SharePointServer2010providesgreaterscalability,manageability,andavailability.
CustomizationandExtensibilityThesitescapabilityoffersthefollowingcomponents,features,andfunctionalitytoenableanorganizationto customizeandextendSharePoint: Themingandbranding Outoftheboxsolutions,templates,andWebParts Customsolutions:FromnocodetoMicrosoftVisualStudio Workflow,SharePointDesigner,InfoPathServices,MicrosoftVisioServices,MicrosoftExcelServices, MicrosoftAccessServices Microsoft.NET,MicrosoftSilverlight BusinessConnectivityServices:Interactwithlineofbusinessdata SharePointandclientobjectmodels Webservices,applicationprogramminginterfaces(APIs;SharePointandclientobjectmodels),REST ISVandcommunitysolutions Codeplex:http://www.codeplex.com Manageability:Constrain,debug,manageapplicationlifecycle Followingaresomeimportantpointsrelatedtocustomizationandextensibility: ThemesandbrandingfeaturessupportcustomizingthelookandfeelofSharePointsites. Youcandeliverrichfunctionalsolutionsusingoutoftheboxsolutions,templates,andWebParts. SharePointisaplatformonwhichyoucaneasilycreateanddeploysolutionsfromsimple,nocode solutionstomorecomplexsolutionsdevelopedwithVisualStudio. SharePointprovideswaystointeractwithlineofbusinessapplicationsanddatasources.Oneofthemost importantdataconnectionandinteroperabilityfeaturesisBusinessConnectivityServices. ThereisavastecosystemofcommunityandISVswhosupportandextendSharePoint. WithSharePoint,anenterprisecangovernandmanagecodecustomizationsandextensions.
InteroperabilityandPlatformConsolidationThesitescapabilityoffersthefollowingcomponents,features,andfunctionalitytosupportavarietyof relationshipswithothersystemsinanenterprise: Interoperability Platformconsolidation Replacepointsolutions Integratedcapabilities:Oneplatformforintranet,extranet,andInternet SharePointprovidesaunifiedinfrastructurethatdeliversabroadrangeoffunctionalitythatmighttakeseveral toolsfromothervendorstodeliver,atwhichpointyouhavetoknowhowtointegratethem.Thisinfrastructure givesyouawaytodeploy,secure,manage,maintain,backup,andmonitoroperations.
Question:Whatarethebusinessoutcomessupportedbyinteroperability?
Question:Whatarethebusinessoutcomessupportedbyplatformconsolidation?
110
TSSRedmond,LLC
SharePointBootCamp
AdditionalReading MicrosoftSharePoint2010Sites(SP2010_Sites_Datasheet.pdf)at http://go.microsoft.com/fwlink/?LinkID=197249&clcid=0x409.
In ntroducingSharePoint2010
TSSRedmond,LLC C
111
Communities
Th hecommunities scapabilityenco ompassesmuch hofwhatpeopllethinkofasbu usinesscollabor ration.
En nterpriseCollaborationTh hecommunities scapabilityoffe ersthefollowing gcomponents, features,andfu unctionalitytoenable co ollaborationbet tweenusers: Li ists Fundamentalconstructinwh hichcontentiss stored ts:Calendar,con ntacts,tasks,an nnouncements, surveys Outofboxlist
Li ibraries Fundamentalconstructinwh hichdocuments sarestored Versioncontro ol,checkin,che eckout,docume entworkflows
Al lertsandReally ySimpleSyndica ation(RSS) Businessproce essautomation:Workflows orkflows Outofboxwo uting Documentrou esigner2010 SharePointDe SharePointFou undationdelive ersmuchofthe outofboxente erprisecollabor rationfunctiona alitythatmakes s upthecommu unitiescapability y.
Id dentityandProfileTh hecommunities scapabilityoffe ersthefollowing gcomponents, features,andfu unctionalitytodefineauserandthe us serprofile: MySites Userprofiles
112
TSSRedmond,LLC
SharePointBootCamp
ActiveDirectoryandothersources Attributes:Biography,jobtitle,location,contactinformation,previousprojects,interests,skills Photos,presence,andcontactcard Organizationalrelationships Manager,teams,colleagues(AddaColleague) Expertise:Assignedorprofessed(AskMeAbout) Socialdatamining SharePointteams OfficeCommunicatorcontacts Emailcommunicationpatternsandcontent
Colleagueandkeywordsuggestion Followingaresomeimportantpointsrelatedtoidentityandprofiles:
MySitesarethesocialnetworkinghubforinteractingwithindividualsinanorganization,designedtohelp buildrelationshipsbetweenusersandtoconnectpeopleinanorganization. UserprofilesareacollectionofattributesthatcanbesynchronizedwithActiveDirectoryandothersources. Userscanalsodefinetheirownattributes.AusersMySiteexposestheusersprofile,andSharePointenables theorganizationandtheindividualtomanagethevisibilityofprofileattributestovariousaudiences. Userphotos,presence,andcontactinformationisdisplayedthroughouttheSharePointUI. Relationshipsaredefinedbyauthoritativesources,suchasActiveDirectory,byusermembershipinteams, andbyuserswhocanaddtheirowncolleagues. ExpertisecanbedefinedcentrallyandbytheuserthroughtheAskMeAboutsectionoftheirprofile. SharePointcandiscoverandsuggestareasofexpertisebyminingtheusersmemberships,contacts,email communicationpatterns,andemailcontent. Throughsuchminingactivities,SharePointcansuggestkeywordsandcolleaguestohelpusersrefinetheir profile.
UserGeneratedContentandUserFeedbackThecommunitiescapabilityoffersthefollowingcomponents,features,andfunctionalitysothatuserscan generateunstructuredcontentandprovidefeedbackregardingcontentofanytype: Usergeneratedcontent Blogs,wikis(withrichmedia),discussions,podcasting,videos Statusupdate MyNetworkfeed Activity RecentActivitiesfeed Userfeedback Share&Tracktabontheribbon Tags Social/contenttaggingandexpertisetagging Tagcloudcontrol Tagprofiles:Communitiesofinterestaroundatag Ratings Noteboard:Commentsandquestions Socialbookmarking Followingaresomeimportantpointsrelatedtousergeneratedcontentanduserfeedback:
Usergeneratedcontenttypicallyreferstolessstructuredformsofcontent,includingblogs,wikis,and discussionforums.Italsoreferstomicrobloggingactivitiessuchaswhenusersupdatetheirstatusoreven simplyauthoradocument.
IntroducingSharePoint2010
TSSRedmond,LLC
113
Userfeedbackencompassesactivitiesandchannelsthroughwhichusersgiveinputoncontent.Userfeedback informationcanhelpusersdiscoverandmakeuseofcontentbasedonwhatothersthinkofthecontent. ThenoteboardissimilartothewallinFacebook.AusersMySitehasanoteboard,butanysite,library, list,ordocumentcanalsohaveanoteboard. Socialbookmarkingisawaytosharefavoritesiteswithacommunityofusersandtodiscovernewsitesand resourcesfromcolleagueswithsimilarinterests.ItreplacestheMyLinksfeatureinSharePoint 2007.
BusinessCommunitiesBycombiningthepowerofcollaborativecapabilitieswithsocialcomputingtechnologies,SharePointenables anorganizationtoachievethegoalsofboththecustomer(userbase)andmanager(IT)ofthetechnology.
ManageabilityandExtensibilityThecommunitiescapabilityoffersthefollowingcomponents,features,andfunctionalitytoenablean organizationtomanageandextendSharePoint: Security,privacy,andcompliance Centralizedconfigurationandmanagementofbusinesspolicies Monitoring,auditing,andreporting Balancegovernancewithempowerment Extensibility EnterprisesocialnetworkingwithSharePointismanageable,secure,andcompliant.
1 14
TSSRedm mond,LLC
SharePointBootCamp p
Content C
Afundamentalo outputofusersa andbusinessco ollaborationact ivitiesisconten nt.Thecontentcapabilitydeliv vers unctionalitythatsupportsthem managementof fcontentthrou ughoutitslifecy ycle.SharePoint tinteroperates fu withorreplacesothercontentm w managementsy ystems.
Su upportforCo ontentandIn nteractionwit thContentTh hecontentcapa abilityoffersthe efollowingcom mponents,featu ures,andfunctio onalitytosuppo orta tr remendousrang geofcontentan ndadiverseset tofmodalitiesw withwhichtoin nteractwithcon ntent. Supportfora tremendousra angeofcontent t Document ts Records Webconte ent Richmedia a:Audio,video withcontent Interactionw Viewing Editing Coauthoring Output(W WordAutomatio on) Fo ollowingaresom meimportantp pointsrelatedto osupportforco ontentandinte ractionwithcontent:
Userscansto orejustaboutanytypeofcontentinSharePoiint,includingco ontentthathasbeen traditionallys storedindistinc ctsystems. ousmodalitiesinwhichusersc caninteractwit hcontent,inclu udingviewing(i inthe SharePointprovidesnumero nclientapplications),output,e editing,andeve nconcurrentco oauthoring,wit ththeOfficeWeb browserorin Apps.
Question:WhatbusinessoutcomesdoesShare Q ePointssupport tforavarietyo ofcontenttypes sand modalitiesofinte m eractionwithth hecontentfacilitate?
IntroducingSharePoint2010
TSSRedmond,LLC
115
DocumentandRecordsManagementThecontentcapabilityoffersthefollowingcomponents,features,andfunctionalitytoenableanenterpriseto managedocumentsandrecords: ContentOrganizer:Documentrouting UniquedocumentIDsandpermalinks Documentsets Inplacerecordsmanagement Crossfarmcontentpolicyandrules Access,informationrights Retention,legalholds,disposition Locationbasedpolicy Automaticapplicationofmetadata Documentandrecordsmanagementfeaturesareintegratedintoeverysite. Youcanspecifydocumentroutingrulesthatallowdocumentstobedroppedintoalibraryandthen automaticallymovedtotheappropriatelibrarybasedonmetadataandbusinesslogic. Youcancreatedocumentsets,whicharecollectionsofdocumentsthatcanbetreatedasaunit,witha collectiveversionhistoryandmetadatathatappliestothecollection. You can specify metadata, retention schedules, record declarations, and legal holds and apply them consistently.SharePointprovidesformultistagedispositionofdocuments.Policiescanbelocationbased. SharePointcanautomaticallyapplymetadatabasedonadocumentslocationandotherbusinesslogic.
Followingaresomeimportantpointsrelatedtodocumentandrecordsmanagement:
Question:WhatarethebusinessoutcomessupportedbySharePointssupportforavarietyofcontenttypes andmodalitiesofinteractionwiththecontent?
DefinitionofContentandMetadataThecontentcapabilityoffersthefollowingcomponents,features,andfunctionalitytodefinecontentand metadata,andtherebytocreateandmanagecontent: Structuredandunstructuredcontent Blogs,wikis,discussionforums Definedcontenttypeswithmetadata,workflows,templates,andrightsmanagement ManagedMetadataService Tags:Taxonomy&folksonomy Multilingualmetadata Enterprisecontenttypes Useofmetadata Taggingcontent:Manualandautomatic Visibilityoftags:Item,site,client Metadatadrivennavigation Searchrefiners Followingaresomeimportantpointsrelatedtodefinitionofcontentandmetadata:
SharePointsupportscontentthatisunstructuredandfreeform,suchasblogs,wikis,anddiscussion forums,aswellashighlystructuredcontentandeverythinginbetween. TheManagedMetadataService(MMS),newinSharePoint2010,providesacentralrepositoryand managementcapabilityforwhataregenerallycalledtags.Tagsarearrangedinahierarchicalstructure
116
TSSRedmond,LLC
SharePointBootCamp
thatcanbedelegatedtoappropriatebusinessowners.Tagscanbecentrallydriven(taxonomy)oruser submitted(folksonomy)orboth,andtagsareenabledformultiplelanguages. TheMMSalsodeployscontenttypesacrosssites,sitecollections,Webapplications,andfarmssothatan enterprisecanmaintainbettercontroloverthedefinitionofandmetadataassociatedwithcontent,aswellas informationmanagementpoliciesforthatcontent. Youcanusemetadata(tags)innumerousways,andSharePoint2010providesavarietyofmethodswith whichtotagcontentandviewtags.Youcanevenhavetagsappliedtocontentautomatically,basedonthe itemslocationorotherrules.Additionally,youcanusemetadatatocreatedynamicnavigationandto providesearchrefiners.
ManageabilityandExtensibilityThecontentcapabilityoffersthefollowingcomponents,features,andfunctionalitytoenablean organizationtomanageandextendSharePoint: Manageability Deployacrosssites,sitecollections,Webapplications,andfarms Secure,configure,andaudituseofmetadata Remotebinarylargeobject(BLOB)storage Integratewithothersystemsandlegacyrepositories Open,highlydocumented,extensibleplatform Supportforinteroperabilitystandards XML,SOAP,RSS,REST,WebDAV,andWSRP Someimportantpointsrelatedtomanageabilityandextensibilityofthecontentcapabilityareasfollows:
TheMMSandotherservicesrelatedtothecontentcapabilityaremanageableandgovernableacrossyour entireenterprise. SharePointcanstorecontentinremotesystems,includingthefilesystem,usingremoteBLOBstorage. SharePointisaplatformthatyoucanextendinnumerousways,anditsupportsmanyinteroperability standards.
Question:Whatarethebusinessoutcomessupportedbyextensibilityandinteroperabilityinthecontent capability?
AdditionalReading MicrosoftSharePointServerContent(SP2010_Content_Datasheet.pdf) at http://go.microsoft.com/fwlink/?LinkID=197250&clcid=0x409.
In ntroducingSharePoint2010
TSSRedmond,LLC C
117
Se earch
Userscanbrowse eSharePointsc contentstructur ressites,lists, ,andlibraries forcontent,bu utofcoursesea archingis ftenamoreeffe ectivemeansof flocatingconte ent.Thesearch capabilityissel lfexplanatorya andisdetailedin of Module11. M
Pe eopleandEx xpertiseSearc chTh hesearchcapab bilityoffersthefollowingcomp ponents,featur res,andfunctio nalitytosearch hforpeopleand d ex xpertise: Unlockknowl ledgenotfound dindocuments Communic cations Behaviors Relationsh hips Organizationchartbrowser Search Nicknameandphoneticm matching Recentlya authoredconten nt Peoplean ndexpertisespe ecificrefinemen nt Respon nsibilities,memb berships,pastp projects,interes sts Fo ollowingaresom meimportantp pointsrelatedto opeopleandex xpertisesearch: :
ndexperiences Youcanconn nectwithpeopleandexpertise ebyusingsearc chskills,tools,an sthatyou typicallyapplytosearchingf forcontent. Withpeopleandexpertises search,youcan unlockthekno owledgethatisn notstoredintraditional thevaluethatis sfoundinpeop pletopeopleco onnectionsand socialbehavior r. contentandt SharePoint2010featuresan norganizationb browserthatex xposesavisual,navigableviewof alrelationships. organizationa Inadditionto olookingforpe eopleandexper rtise,youcanus sepeopleande expertisemetad datato improvether relevanceandr refinetheresult tsoftraditionallcontentsearch hes.
118
TSSRedmond,LLC
SharePointBootCamp
ContentSources,Indexing,andQueryThesearchcapabilityoffersthefollowingcomponents,features,andfunctionalitytomakecontent availableforeffectiveandefficientsearching: Contentsourcesandindexing Supportfor400+structuredandunstructuredcontenttypes Advancedcontentprocessingwithstronglinguistics Eightyfivelanguages Abilitytobuildandmanageconnectionstoexternalcontentrepositories Commonconnectorframework Query Searchscopes Enhancedquerysyntax Thesaurusandnoisewords Phoneticandnicknamepeoplesearch Querysuggestions(Didyoumean?) Followingaresomeimportantpointsrelatedtocontentsources,indexing,andquery:
SharePointisabletoconnecttoandindexastaggeringrangeofcontentsourcesandcontent,andwiththe commonconnectorframework,adevelopercanbuildconnectionstoothercontentsourcesthatcanthenbe managedandqueriedlikeoutofboxcontentsources. Thequeryexperienceisrichandissupportedwithfeaturesthatsignificantlyimproveyourabilitytofind theinformationyouarelookingfor.
ResultsandRelevanceThesearchcapabilityoffersthefollowingcomponents,features,andfunctionalitytoproduceaccurateand helpfulresults: Resultsaresecuritytrimmed. Resultsarefederated. Resultshaveimprovedrelevancebasedonusageandhistory. Resultsarepresentedincontexttotheuserandtheusersprofile. Resultshavesocialrelevance. Clickthroughbehaviorofresultsfromrelatedqueries Socialdistance Relatedsearches. Followingaresomeimportantpointsrelatedtoresultsandrelevance: Usersseeonlyresultsforcontenttowhichtheyhaveaccess. SharePointsearchresultsarefederated,meaningthatyouseeaunifiedlistofresultsfromallquery services. Searchresultsarerelevant,presentedusingalgorithmsthatincludeclickthroughbehavior,usage,history, theusersownprofile,andsocialdistance. SharePointevenlistsrelatedsearchesalongwithsearchresults,therebypointingyoutowardsearch queriesthatmayhelpyoufindtheinformationyouneed.
UserSearchExperienceThesearchcapabilityoffersthefollowingcomponents,features,andfunctionalitytoprovideuserswitharich searchexperience: Results
IntroducingSharePoint2010
TSSRedmond,LLC
119
Hithighlighting Resultssummaries Visualsearch Thumbnails Previews Viewinbrowser Refinementpanelandsortingdrivenbymetadata Includessocialdistance,otherpeople,andexpertisemetadata Exactresultcountswithrefiners(FAST) Searchfromthedesktop,browser,orWindowsmobiledevice Followingaresomeimportantpointsrelatedtousersearchexperience:
Searchresultsarerich,withhithighlighting,summaries,andvisualsearchfeaturesincluding thumbnails,previews,andviewinbrowser. Metadatadrivenrefinementincludingsocialmetadataprovidesnavigation,sorting,filtering,and narrowingdownyourresults.AddingFASTprovidesexactresultcounts. UserscansearchSharePointfromthedesktopusingWindows7federatedsearch,fromoneofseveral browsersonseveralplatforms,orfromaWindowsmobiledevice.
ManageabilityandExtensibilityThesearchcapabilityoffersthefollowingcomponents,features,andfunctionalitytoenablean organizationtomanageandextendSharePoint: Infrastructure Scalability:Improvedtopology,algorithms,andperformance FASTintegration Manageability Tuneindexandquerybehavior:Relevance,bestbets Monitorusersearchbehavior Extensibility LeveragethequeryobjectmodelandWebParts Createsearchdrivenapplicationstoenrichplatform Integratewithandaggregateothersystemsandinformation Followingaresomeimportantpointsrelatedtomanageabilityandextensibilityofthesearchcapability: SharePointsearchishighlyscalable. FASTenhancestheoutofboxSharePointsearchexperiencewithnumerousperformanceenhancingand valueaddedfeatures. SharePointprovidesaunifiedadministrativeandmanagementexperience. SharePointisextensibletosupportfederation,aggregation,integration,andcustomsearch applications.
AdditionalReading SharePointSearchDatasheet(SP2010_Search_Datasheet.pdf)at http://go.microsoft.com/fwlink/?LinkID=197251&clcid=0x409.
1 20
TSSRedm mond,LLC
SharePointBootCamp p
In nsights
Th heinsightscapa abilityencompa assesfunctionalitythatyoucan nusetoconnec cttodatasourcesandpresentthedata in nmeaningfulwa aysthatsupportdecisionmaking.Itisthecap pabilitythatmo stcloselyaligns swithwhattheindustry re eferstoasbusin nessintelligence e.
In nformationSo ourcesTh heinsightscapa abilityoffersthe efollowingcom mponents,featu ures,andfunctio onalitytoconne ectwith in nformationfrom mabroadrange eofdatasource es: SharePoint BusinessConnectivityServic ces:Externaldat taandsystems Performance ePointServices:Interactivescorecardsanddas shboards VisioServices s:Browserbasedrenderingof Visiodiagrams, ,includingfilter ring,interaction nwithobjects,a and connectionst todata ExcelServices s Secure,ma anage,andshar reExcelworkbo ooks Renderedinthebrowser Embedwo orkbooksinapp ps,desktop,blog gs,andwikis Programm mability:JavaScr riptobjectmode elandRESTAPI SQLAnalysisSer rvices PowerPivot,S Fo ollowingaresom meimportantp pointsrelatedto oinformationso ources:
Withselfserv viceaccesstoin nformation,use erscandiscover randmanageth heiraspectofth hebusinesswit th accesstotherightinformation. BusinessConnectivityServic cesconnectsyou uwithexternal dataandsyste ems. Performance ePointServicesp provideinteract tivescorecards anddashboard ds. VisioServices sprovidesbrow wserbasedrend deringofVisiod diagramsandinc cludesfiltering, ,interactionwit th objects,andc connectionstodatasources.
IntroducingSharePoint2010
TSSRedmond,LLC
121
WithExcelServices,youcansecure,manage,anduseExcelworkbooksasinteractivereportsrenderedinthe browser.Youcanembedworkbooksinapplications,blogs,andwikisandonthedesktop.New programmabilityfeaturesincludeJavaScriptobjectmodelandRESTAPI. PowerPivotandSQLAnalysisServicesprovidepowerfulreportingandanalysisofverylargedatasets.
PresentationandVisualizationofInformationTheinsightscapabilityoffersthefollowingcomponents,features,andfunctionalitytoaggregate informationandpresentitinmeaningfulandproductiveways: Presentationofinformation Dashboards Scorecards ChartWebPart GeneratechartsfromExcelworkbooks,BusinessConnectivityServices,orSharePointlists StatusIndicatorLists KeyPerformanceIndicator(KPI)detailshighlightingownership,datestamps,andthresholds Analyticsandvisualizations Drilldownfordeeperanalysisandtounderstandissuesandcausality Rootcauseanalysis Decompositiontree Simplifiednavigationandinteractionwithinformation Followingaresomeimportantpointsrelatedtopresentationandvisualizationofinformation:
Dashboardsandscorecardsarecollectionsofinformationcreatedfromreusablecomponentsanddatafrom SharePoint,PerformancePointServices,BusinessConnectivityServices,ExcelServices,VisioServices, PowerPivot,SQLServerAnalysisServices,chartWebParts,statusindicators,andotherWebParts. ChartWebPartgenerateschartsfromExcelworkbooks,BusinessConnectivityServices,orSharePointlists. StatusIndicatorListsshowKeyPerformanceIndicator(KPI)detailshighlightingownership,date stamps,andthresholds. Richanalyticsandvisualizationsproviderootcauseanalysisandthedecompositiontree. Youcandrilldownonscorecardstounderstandissuesandcausalityandtoperformdeeperanalysis.
AdditionalReading MicrosoftSharePointServer2010Insights(SP2010_Insights_Datasheet.pdf)at http://go.microsoft.com/fwlink/?LinkID=197252&clcid=0x409.
1 22
TSSRedm mond,LLC
SharePointBootCamp p
Composites
Th hecompositesc capabilityoffers sthefollowingc components,fe eatures,andfun nctionalitytoem mpoweruserst to cr reatenocodesolutionsthatta argetspecificne eedsandtoena ableanenterprisetomanagea adhocsolutions s: AccessService es:PublishAcce essdatabasesas sWebapps nectivityService es BusinessConn Readwrite eaccesstoback kenddata Disconnec ctedexperience e:MicrosoftOffi iceOutlook,M MicrosoftOffice Word,SharePo ointWorkspace e ns:Browser,SharePointDesign ner Customization Outofbox,Shar rePointDesigner,Visio Workflows:O msorformsbas sedapplication s Forms:CustomizedWebform ractwithobject tsanddata Visio:Publishdiagrams,inter Manageability Governanc ceoverallnocodesolutionsfe eatures Controlov verinfrastructure,data,andap pplications Fo ollowingaresom meimportantp pointsrelatedto othecomposite escapability:
Sh harePointgivesyouaplethora ofwaystocrea ateacustomap pplicationwitho outwritingasin nglelineofcode e.
Th heenterprisega ainscontrolove ersuchcustom applicationsan dcanapplygov vernanceandse ecurity measuresthatar m renotpossiblew whenapplicatio onsareadhoca andnotcentrallymanaged.
AdditionalRea A ading MicrosoftSh harePointComp posites(SP2010_Composites_ _Datasheet.pdf) at http://go.mic crosoft.com/fw wlink/?LinkID=19 97253&clcid=0x x409.
In ntroducingSharePoint2010
TSSRedmond,LLC C
123
Lesson2
Preparingf P forShareP 2010 Point
As syoulearnedin nthepreviousle esson,SharePoint2010isapla atformthatitse elfreliesonawiderangeofoth her Microsofttechno M ologyplatforms.BeforeyoucaninstallShareP Point2010,you mustpreparey yourhardwarea and so oftwareenviron nmenttosuppo ortthedependenciesandinter actionswithSh harePointprodu uctsand te echnologies.
Af ftercompleting gthislesson,youwillbeableto o: Identifyther rolesandtopolo ogiesinSharePo ointfarms. Describetheinfrastructurer requirementsfo orinstallingSha arePoint2010. Describetheprerequisitesfo orinstallingSha arePoint2010. InstallthesoftwareprerequisitesforSharePoint. Describetheinteractionbet tweenSharePoi intservices,Act tiveDirectory,a and SQLServer. Createtheva arioususeracco ountsrequiredt toinstallShareP Point. Assignpermis ssionsandright tsrequiredtoin nstallSharePoin nt. Describetheclientbrowserandapplication nrequirements sforinstallingSh harePoint2010 0.
1 24
TSSRedm mond,LLC
SharePointBootCamp p
Ro olesandTopo ologiesinSha arePointFarms s ASharePointfarm mconsistsofon neormoreserv versplayingone eormoreroles. .
heWebfronten nd(WFE)rolere enderscontent ttousers,andt hereforehosts theWebapplic cations(Websit tes) Th withwhichusers w sinteract.
Th hecontentofth hoseWebsitesisstoredinaSQ QLServerdatab base,whichisth hereforeanothe errole,the da atabaserole.
Anumberofserv vicesandapplic cationsprovidefunctionality,s uchassearch,a andadministrat tiveand managementcap m pabilities,sucha asCentralAdministration.Each hoftheseisad distinctrole,and daserverhosti ing on neofthesebackendserviceso oradministrativ vesitesisreferr redtoasplaying ganapplication nserverrole.
yoftopologies. Th herolescanbeconsolidatedonasingleserve erorspreadacro ossmultipleser rversinavariety .These to opologiesaresu ummarizedontheslideandare edetailedinMo odule12,Insta allingandUpgra adingtoShareP Point 20 010.
In ntroducingSharePoint2010
TSSRedmond,LLC C
125
In nfrastructureR Requirements
Sh harePointServe er2010isapow werfulplatform thatcanscalet tomeetthemo ostdemandinge enterprisescena arios. As ssuch,thehard dwarerequirem mentsforShareP Pointbeginwith haminimumha ardwarebasew withatleastfou ur pr rocessorcoresr running2.5GHz zand8GBofRA AM.
Sh harePoint2010isa64bitplatf form,andthere eforeyoumust use64bitversionsoftheoperatingsystemo oneach Sh harePointserve erandforSQLSe erver.Windows sServer2008w withServicePack2(64bit)orW WindowsServer2008 R2 2(whichisonly64bit)isrequi ired.
SQ QLServeristherequireddatab baseplatform.S SharePointServ ver2010require esoneofthefo ollowing: SQLServer20 005ServicePac ck3(SP3)withC CumulativeUpd date3(64bit) SQLServer20 008SP1withCu umulativeUpda ate2orCumula ativeUpdate5o orlater(64bit) ) SQLServer20 008R2(whichisonly64bit) Itishighlyrecom mmendedthatyouusethelatestversionsofth heoperatingsystemandSQLS Servertotake dvantageofthe emaximumnum mberoffeatures.Forexample, ,youneedSQL Server2008R2 2totakeadvant tageof ad fa ailover,PowerP Pivot,andAcces ssServicesreportingfeatures.
Ifyouareinvestingininfrastruc ctureforMicros softOfficeShare ePointServer20 007,investin64bittoreducethe umberofstepsrequiredtomig gratetoShareP PointServer201 10.Migrationfro om32bitto64 4bitplatformsis nu de etailedinModu ule12.
AdditionalRea A ading Hardwareandsoftwarereq quirements(Sh harePointServe er2010)at crosoft.com/fw wlink/?LinkID=19 96879&clcid=0x x409. http://go.mic
1 26
TSSRedm mond,LLC
SharePointBootCamp p
In nfrastructureO Options Microsoftallows youtoinstallSharePointonaclientoperatin gsystemtosup M pportdevelopm ment.The fo ollowingaresup pported,withat tleast4GBofR RAM: TheWindowsVistaoperatin ngsystemwithS ServicePack2o orlater(64bit). TheWindows7operatingsy tdevelopment .Suchamodels ystem(64bit)clienttosupport shouldnotbeu usedfor productionpurposes. Yo oucanalsoacce essSharePointt throughahoste edservicesuchasoneofsever ralofferingsfrom mMicrosoftan ndits pa artners,includin ngthefollowing g:
MicrosoftOn nline,whichoffe erstheBusiness sProductivityO OnlineSuite(BPOS),aperuser subscriptionto o SharePointas swellastoMicr rosoftExchange eandMicrosoft tOfficeLiveMee ftOnlinealsoof ffers eting.Microsof dedicatedSha arePointhostingtolargecusto omers. Microsoftwil lloffercustome erstheabilityto ohosttheirpub blicfacingWeb sitesonShareP PointServer 2010.Detailsarenotavailab bleatthetimeo ofpublication. Microsoftsconsumerandsm mallbusinessse ervices,Window wsLiveandOfficeLive,provide esomeSharePo oint .Forexample,a atthetimeofpublicationWind dowsLiveSkyDriveallowsuser rstoeditExcela and functionality. PowerPointd documentsinth hebrowser,whi ichisfunctiona lityprovidedby yOfficeWebAp pps. Yo oucanmixandmatchinternallyhostedfarms swithexternally yhostedservicestomeetvarie edbusiness re equirements.
AdditionalRea A ading SettingUptheDevelopmentEnvironment tforSharePoint tServer,at http://go.mic crosoft.com/fw wlink/?LinkID=16 64557. nline,athttp://w www.microsoft t.com/online. MicrosoftOn
In ntroducingSharePoint2010
TSSRedmond,LLC C
127
OverviewofSh O harePointLice ensing
Sh harePointlicens singiscomplexbecauseofthe numberofpro ductsthatareinvolved.Itisim mportantthatyou co onsultwithyourlicensingrepre esentativetoen nsurecomplian nceforyourSha arePointimplem mentation. Th hemosttypicalimplementatio oninvolvespurc chasinglicenses sforWindowsS Server2008orW WindowsServer r2008 R2 2foreachShare ePointserveran ndaquantityof fperuserclient taccesslicense es(CALs)foreac chSharePointuser.SQL Se erveristypically yinstalledwithaperprocessor rlicense,which hdoesnotrequ ireCALsforuse ers.
IfyouareusingS SharePointFoun ndation2010,n noadditionallic enseisrequired d.IfyouareusingSharePointS Server 010,however,y youneedaserv verproductlicenseforeachSh arePointserver randCALsfore eachuser.Share ePoint 20 St tandardCALpro ovidesaccessto othebasiclevelofSharePointS Server2010fun nctionalityinclu udingMySitesa and se earch.WiththeEnterpriseCAL L,whichisanad ddontotheSta andardCAL,you ucandeployfea aturessuchasE Excel Se ervicesandOfficeWebApplica ations.
En nterpriseClie entAccessLic censeTh heEnterpriseCA ALisfororganiz zationslooking toenableadva ncedscenarios sforendusersto olocate,create e,and ac ctondataandd documentsindisparatesource esfromwithina afamiliarandun nifiedinfrastruc cture.Usethe En nterpriseCALca apabilitiesofSh harePointtointe eroperatefully withexternallineofbusiness sapplications,W Web se ervices,andMic crosoftOfficeclientapplication ns;makebetter rdecisionswith richdatavisua alization,dashbo oards, an ndadvancedan nalytics;andbui ildrobustforms sandworkflow wbasedsolution ns.
St tandardClien ntAccessLice enseTh heStandardCALisfororganiza ationslookingto odeployabusin nesscollaborat ionplatformac crossalltypesof co ontent.Usethe corecapabilitie esofSharePointtomanageco ontentandbusin nessprocesses, findandshare in nformationandexpertise,andsimplifyhowpe eopleworktoge etheracrossorg ganizationalboundaries.
128
TSSRedmond,LLC AdditionalReading
SharePointBootCamp
SharePointeditionsathttp://go.microsoft.com/fwlink/?LinkID=196255&clcid=0x409.
In ntroducingSharePoint2010
TSSRedmond,LLC C
129
Ro ole,Software e,andConfigurationPrereq quisites
Th hereisalonglis stofsoftwareandconfiguratio onprerequisites s: Thefollowing gserverroles:W WebServer(IIS) ),ApplicationSe erver HotfixforMicrosoftWindow ws(KB976394fo orWindowsSer rver2008/KB9 976462forWind dowsServer 2008R2) WindowsIde entityFoundatio on(KB974405) MicrosoftSyn ncFrameworkR Runtimev1.0(x x64) MicrosoftChartControlsfor rMicrosoft.NET TFramework3. .5 terPack2.0 MicrosoftFilt QLServer2008A AnalysisServicesADOMD.NET MicrosoftSQ MicrosoftServerSpeechPlatformRuntime(x64) WindowsPow werShell2.0(fo orWindowsServ ver2008) crosoftServerS SpeechRecognitionLanguage Optional:Mic Optional:Mic crosoftSQLServ ver2008R2ReportingService sAddinforSha arePointTechno ologies(SSRS)
AdditionalRea A ading Detailsandlinkstoallprereq quisitescanbe foundatHard dwareandsoftw warerequireme ents" Server2010)athttp://go.micro osoft.com/fwlin nk/?LinkID=196 6879&clcid=0x4 409. (SharePointS
1 30
TSSRedm mond,LLC
SharePointBootCamp p
In nstallingPrere equisites Yo oumustinstallS SQLServerpriortoinstallingotherSharePoin tprerequisites. .
MicrosoftSharePoint2010 M 0ProductsPre eparationToo olMicrosoftShareP M Point2010Prod ductsPreparatio onTool,alsokno ownasthepre requisiteinstall ler,can do ownloadandinstallallofthep prerequisitesfor ryou,automatiically.
To orunthePrepa arationTool,log gonasthesetupuseraccount, ,forexample,S SP_Admin.Thes setupuseracco ount isfurtherdescrib bedinalatertopic.Then,launc chthetoolfrom mtheInstallsof ftware rerequisiteslinkontheShareP PointServer201 10Startpage(D Default.hta),sho owinggraphic, pr owninthefollo or rdirectlybyusingPrerequisite eInstaller.exe.
In ntroducingSharePoint2010
TSSRedmond,LLC C
131
Th hePreparationToolscansfore eachprerequisit te.Ifaprerequiisiteisnotfoun nd,thetooldow wnloads,installs s, an ndconfiguresth heprerequisite.
Ifthereisanerro or,forexample, ,ifdownloading gtheprerequis itefails,thetoo olstopsandpro oducesanerror messagethatind m dicateswhichpr rerequisitefaile ed.Youcanfind detailsofthef failureintheerrorlog,which islocatedinthe% %TEMP%folder r.Thetooldispl laysalinktothe elog.Afteryou uhaveremediat tedthe pr roblem,rerunthetool.
Re epeattheproce essuntilallprer requisiteshavebeeninstalleda andconfigured successfully.
OptionalPrere O equisitesTw woprerequisitesareoptional:MicrosoftServe erSpeechReco gnitionLanguag geandMicroso oftSQLServer 20 008R2Reportin ngServicesAddinforSharePointTechnologie s (SSRS).IfthePreparationToolcannotfindo orinstall th heseprerequisit tes,itgenerates sanerror,buty youcancontinu uetothenextst gSharePointServer tepininstalling 20 010.
Question:Doesy Q yourorganizatio onallowserverstoaccesstheI Internetdirectly.Ifnot,whynot?
1 32
TSSRedm mond,LLC
SharePointBootCamp p
AdditionalPrerequisites
Yo oumustinstalla andconfigures severalprerequi isitesmanually. .Usetheinform mationonthisslideasachecklistof pr rerequisitestoe evaluateinthecontextofyour renterpriseand dyourSharePo intimplementa ation.Afterclas ss, re eadaboutthese eitemsanddete erminewhethe ertheyarenece essaryinyouren nvironment. Th heADO.NETDataServiceUpda ateisusedbyse erviceslikeREST TWebservices. .Ifyou us seClaimsbased dauthentication n,youneedtoa applyKB979917 7 (h http://go.micros soft.com/fwlink k/?LinkID=19688 82&clcid=0x409 forASP.NET. 9)
Th hethirdprerequisiteistodisab bleloopbackchecking.Window wsServer2008 (andWindowsServer2008 R2 2)blocksaccess stoaWebsiteiftherequestfo ortheWebsite originatesont heserveritself. .Thispreventsy you fromusingabrow wseronaShare ePointserverto obrowsetoasit teonthesameserverfarm.Of fcourse,itisno ot ecommendedth hatyoulogont toaSharePoint serveranduse abrowserinth heproductione environment,bu utthis re sc cenariomaybemorecommoninadevelopment,testing,ortrainingenviro nment.
However,theloo opbackchecking galsoprevents SharePointserv vicesmostno otablythesearchcrawlerthatindexes harePointconte entfromacces ssingsitesonth hesameserverf farm.Thecraw wlprocesswillge enerateAccess Denied Sh ev vents,andnoco ontentwillbein ndexed.
Th heproblemisso olvedbyremov vingorcontrollingtheloopback kchecking.Mic crosoftKnowled dgeBasearticle 89 96861hasthed details.Theartic clediscussestw wooptions.Met thod1involves specifyingallsiteshostedont the se erversothatthe eserverallowsrequeststotho osesitestoorigi nateonthesam meserver.Method2entails di isablingloopbac ckcheckingalto ogether,foralls sites.Method2 2reducesthese ecurityofthese ervermuchmor re th hanMethod1.T Therefore,Method2isrecomm mendedonlyfo ordevelopment tandtestenviro onments.
IntroducingSharePoint2010
TSSRedmond,LLC
133
AdditionalReading AnupdateisavailablethatprovidesadditionalfeaturesandimprovementsforADO.NETDataServicesinthe .NET Framework 3.5 SP1 on a computer that is running Windows 7 or Windows Server 2008 R2, at http://go.microsoft.com/fwlink/?LinkID=200826&clcid=0x409. TwoissuesoccurwhenyoudeployanASP.NET2.0basedapplicationonaserverthatisrunningIIS 7.0orIIS7.5inIntegratedmode,athttp://go.microsoft.com/fwlink/?LinkID=196882&clcid=0x409. Youreceiveerror401.1whenyoubrowseaWebsitethatusesIntegratedAuthenticationandishostedon IIS5.1oralaterversion,athttp://go.microsoft.com/fwlink/?LinkID=196884&clcid=0x409.
1 34
TSSRedm mond,LLC
SharePointBootCamp p
Sh harePoint,SQL LServer,andA ActiveDirecto ory Sh harePointhascl loserelationship pswithanddep pendenciesonS SQLServerand ActiveDirector ry.
Ac ctiveDirectoryprovidesidentityandauthenticationservices s.Inotherword ds,itstoresuser raccounts(user rnames an ndpasswords)a andvalidatesac ccountlogons.T Theseservicess supportuserslo oggingontoSha arePointsites.T Theyalso su upporttheacco ountsusedbySh harePointandS SQLservicesthe emselves.
SQ QLServerstores salmostallofth heconfigurationandcontento ofaSharePoint tfarm.SQLServ verservices,like eall Windowsservice W es,runusinganidentity.
Sh harePointservic cesalsorunwithActiveDirecto orycredentials. .Thecredential lsareusedbySh harePointtoac ccess da atainSQLServe er.TheseaccountsmusthaveS SQLloginssoth atSQLcanauth horizetheacces ss.TheseSQLlo ogins ar recreatedautomaticallybySharePointduring gsetupandthecreationofWe ebapplications. .
In ntroducingSharePoint2010
TSSRedmond,LLC C
135
Se erviceAccoun nts
Be eforeinstallingSharePoint,you umustensuret thattherearea appropriateacc ounts,logins,andpermissions sto su upporttheinter rdependencies betweenSharePoint,SQLServ ver,ActiveDirec ctory,andtheS SharePointserveritself.
SQ QLServerSer rviceAccount t:SVC_SQLSQ QLServerservic cesuseidentitie es,oraccounts. LikemostWind dowsservices,y youcanuseasp pecialidentitys suchas Sy ystem,Network kService,orLoc calService,buti itisahighlyrec commendedbe stpracticetouseadomainuser ac ccount.IftheSQ QLServerisona adifferentcom mputerthanSha arePointis,itisr eadomainacco ount. requiredtouse
Se etupUserAccount(Huma anBeing):SP_ _AdminTh hesetupuserac ccount,SP_Adm min,isusedbya ahumanbeing toinstallandco onfigureShareP Point.
Duringsetupand dconfiguration, ,SharePointcre eatesSQLdatab basesandlogins s,andmodifiest theserveritself f(for xample,creatinglocalgroups). .SharePointset tupandconfigu urationusesthe ecredentialsofSP_Admintope erform ex su uchtasks,soSP_ _Adminmustbe easecurityadm minanddbcreat torontheSQLs server,andmus stbeamember rofthe lo ocalAdministrat torsgroup.
Th heonlySQLloginthatyoumus stmanuallycrea ateistheloginf forthesetupu ser,SP_Admin, whoactually pe erformstheinit tialsetupofthe efarm.
Se erverFarmAccount:SP_F FarmDuringinstallatio onandconfiguration,thesetup puser,SP_Adm min,assignsanaccounttotheS SharePointfarm m SP_Farm),which histheserviceaccountrepres sentingtheShar rePointfarm. (S
Th heSPFarmacco ountisusedbySharePointtoc configureandm managetheserv verfarm.Itisth heidentityused dby th heCentralAdministrationsites s(applicationpool,andtheide entityusedbyt theTimerservic ce.
Itiscriticalthatt theSP_Farmacc countbeadded dtothelocalAd dministratorsgr rouponeachse erveronwhich harePointwillbeinstalled. Sh
136
TSSRedmond,LLC
SharePointBootCamp
TheSharePointProductsConfigurationWizardautomaticallyassignstheaccountthepermissionsitneeds.
WebandServiceApplicationPoolAccount(s):SP_ServiceEachWebapplicationrunsinanapplicationpool.Theapplicationpoolidentityisadomainuseraccountthatis functionallyequivalenttoaserviceaccount,withpermissionstoaccessthecontentdatabasefortheWeb applicationontheSQLServer.
Serviceapplications,suchasSearchortheOfficeWebApplications,arealsoWebapplications.Therefore,they alsoruninanapplicationpoolwithadomainuseridentity.
Webandserviceapplicationpoolaccountsaregrantedthepermissionstheyneedautomaticallyduringthe provisioningoftheapplication.
SearchCrawler(Indexer)Account:SP_CrawlThe search crawler account is used to index content. It is automatically granted permissions to read all SharePointcontent.Itshouldbeauniqueaccountthatcannotaccesscontentatanyhigherlevel.Youmust manuallygrant it permissionto readany other contentsourcethat you configureit to index,for example, sharedfoldersonservers.
UserProfileSynchronizationAccount:SP_Sync SharePointuserprofilesynchronizationusesanaccounttosynchronizeprofileattributesbetweenActive DirectoryandSharePoint.ThisaccountisdetailedinModule9,UserProfilesandSocialNetworking.
In ntroducingSharePoint2010
TSSRedmond,LLC C
137
CllientBrowser andApplicationRequireme ents
Sh harePoint2010generatesmos stofitscontent usingWebstan ndardXHTMLth hatrenderswellacrossmost br rowsers.Micros softcategorizes sbrowsersintot twocategories Level1andLevel2tohelp pcustomersalig gn br rowserchoicew withthedesired dleveloffunctio onality.
Le evel1browsers ssupportActiveXandallSharePointfunction nalityonuseran ndadministrativ vepages.
O OperatingSystem
Browse er Inte ernetExplorer 7(32bit) Inte ernetExplorer8 8(32bit) Mo ozillaFirefox3.5 5* Note:Featuresprovid dedbyActiveXc controls,sucha aslistDatasheet tview displaysuserpre esenceinforma ation,donotwo orkin andthecontrolthatd aFirefox3.5,w whichdoesnots supportActiveX X. Mozilla InternetExplorer8 8(32bit) Mo ozillaFirefox3.5 5*
WindowsXP WindowsVista WindowsSer rver2003 WindowsSer rver2008
Windows7 WindowsSer rver2008R2
Le evel2browsers ssupportbasicr read,write,and dadministrative eactivities. O OperatingSystem Browse er AppleSafari4.x Mo ozillaFirefox3.5 5
AppleMacOSXSnowLeopa ard WindowsXP WindowsVista WindowsSer rver2003 WindowsSer rver2008
InternetExplorer7(64bit) InternetExplorer8(64bit)
138
TSSRedmond,LLC
SharePointBootCamp
OperatingSystem Windows7 WindowsServer2008R2 UNIX/Linux8.1
Browser InternetExplorer8(64bit) MozillaFirefox3.5
OtherstandardsbasedbrowsersworkwithSharePointwiththesamelimitationsasLevel2browsers,however Microsofthasnotdoneextensivetestingonbrowsersotherthanthoselistedanddoesnotsupportuseofother browsers.Ifyouwanttouseabrowserotherthanonelistedintheprecedingtables,youshouldperformtesting toensurethatthebrowserdeliversanacceptableuserexperience.
Forpublishedsites,pagedesignerscanapplyWebContentManagementfeaturestocontrolmarkupandstylingso thatpublishedsitesarecompatiblewithadditionalbrowsers,includingMicrosoftInternetExplorer6.However,it isthepagedesignersresponsibilitytocreatepagesthattargetthebrowsersthataredesignatedforsupport.Page designersandcontentauthorsmustuseastandardsbasedbrowser,suchasInternetExplorer8orFirefox3.5,to authorcontent.
SharePointcompatibleapplicationscanprovidearich,clientsideinteractionwithSharePoint.Microsoft Office2003andlaterarecompatiblewithSharePoint.
AdditionalReading PlanBrowserSupport,athttp://go.microsoft.com/fwlink/?LinkID=196887&clcid=0x409.
In ntroducingSharePoint2010
TSSRedmond,LLC C
139
Lesson3
In nstallingSharePoint t2010
Yo oucanuseseve eralmethodstoinstallandupg gradeaSharePo oint2010farm. Inthislesson,y youlearnhowtoinstall Sh harePointbyusingthewizarddrivensetupan ndconfiguration ntools,whichm makeiteasytoc createasimple efarm.In th henextlesson,y youlearnabout tmethodstoau utomateinstalla ation,andinMo odule 12 2,youlearnabo outwaystoupg gradeanexistingfarmtoShare ePoint2010.
Af ftercompleting gthislesson,youwillbeableto o: Describetheprocessforinst tallingandconf figuringSharePo oint2010. Identifythec configurationpa arametersrequ uiredtoinstallS SharePoint. InstallShareP Pointtocreatea asingleserverf farm. ConfigureSharePointonasingleserverfarm.
1 40
TSSRedm mond,LLC
SharePointBootCamp p
ProcessforIns stallingandCo onfiguringSharePoint2010 0
In nstallingSharePointisamultiph haseprocess.Th hefourhighlev velstepsforins stallingandconf figuring Sh harePointareth hefollowing: Installtheprerequisites. InstalltheSharePointbinaries. Configurethe eSharePointse erverandfarm. Configureservicesandappli icationsonthe farm.
Yo oucanperform meachphaseusi inguserinterfac cetoolsorcom mmandsorscript ts.Inthefollow wingtopicsandlesson, yo oulearnhowto operformeachofthesesteps.
In ntroducingSharePoint2010
TSSRedmond,LLC C
141
ConfigurationP ParametersC Checklist
Be eforeyouinstallSharePointSe erver2010,you mustcollectinf formationthat isrequireddur ringthe in nstallation.Uset thefollowingitemsasapreins stallationcheck list: Youmustkno owtheusernam meandpasswor rdsfortheacco ountsdiscussed intheprevious slesson. Youmustkno owtheSQLServ verservername eandinstancen name. Youwillbepr romptedforac configurationda atabasename,f forexample,Sh harePoint_Conf fig.Determinea anaming strategyforSh harePointdatab bases. Youwillbepr romptedforap portonwhichto ohostCentralA Administration.Youmustdeterminethis. Youwillbepr romptedforafarmpassphrase e.Youmustdet terminethis. Youusethefa armpassphrasewhenmakingc certainchanges stothefarm,fo orexample,whenaddinganew w servertothef farm.Withthefarmpassphras se,anadministr ratorcanperfor rmfarmlevelchangeswithout needingtokn nowthepasswordfortheShare ePointfarmacc count(SP_Farm m).Thefarmpas ssphraseshould dbe long,complex x,uniqueandsh houldnotbethesameasthep passwordusedb byanyoftheSh harePoint administrative eorserviceaccounts.Besuret todocumentth hepasswordand dstoreitinaphysicallysecure e location.
Youmustkno owtheproductkeyortrialkey.Youmustente ertheproductk keyduringsetu up,butyoucanchange itlaterinCentralAdministration.
1 42
TSSRedm mond,LLC
SharePointBootCamp p
Walkthrough:I W InstallSharePo ointtoCreate aSingleServ e verFarm
Th hefollowingste epswalkyouthr roughthemanu ualinstallationofSharePointS Server2010binaries.Duringth hisstep, pr rogramfilesare einstalled,componentsarereg gistered,securit tysettingsarea applied,andser rvicesareconfig gured bu utnotenabled.
In nstallationwiththeuserinterfa aceiswizarddr riven.Aslongas syouknowthe configurationinformation pr resentedearlier rinthislesson,installationisve erystraightforw ward.
1. Logonasthe . esetupuseracc count(SP_Admin). 2. RuntheSharePointServer2 . 2010StartPage e(default.hta).
In ntroducingSharePoint2010
TSSRedmond,LLC C
143
Sh harePointServe er2010installat tionnowfeatur resasplashscre een.
3. ClickInstallS . SharePointServ ver.
In nstallationrequi iresadministrat tivecredentials,soaUserAcco ountControldia alogboxappears. r
4. ClickYes. .
5. Enteryourp . productkeyora atrialkey.Youc canchangeitla ater.
1 44
TSSRedm mond,LLC
SharePointBootCamp p
6. ClickIacceptthetermsoft . theagreement.
7. ClickServerFarm. .
Important:Itisrecommendedthatyouuset theServerFarm minstallation.
Th heStandalonei installationfully yinstallsandco onfiguresShareP aults,includingthe PointServer20 10withalldefa in nstallationofSQ QLServer2008E Expressasthed databaseserver onthesamese erver.Theresultisa
In ntroducingSharePoint2010
TSSRedmond,LLC C
145
st tandalone,singleserverfarmw withallrolesononeserver.Sta andaloneinstall lationisnotsup pportedonase erver th hatisadomaincontrollerbeca auseSQLServer Expresscannot tbeinstalledon nadomaincont troller.Itisnot po ossibletoaddserverstoafarm mthatwasinsta alledwiththeSt tandaloneinsta allation.Therefo ore,it isrecommended dthatyouuseSt tandaloneonly yforthemostsiimpletestingor rdevelopmente environments. In nallotherscena arios,youshouldusetheServe erFarminstallat tionoption.You umusthavealr readyinstalledS SQL Se erveronthesam meserveroron nanotherserver.However,wit thaServerFarm minstallation,y youhavetheop ptionof, later,movingrolestootherserv versinthefarm.
IfyouselectaServerFarminsta allation,youcan nspecifytheloc cationoftheSh harePointbinari iesandthe Sh harePointRoot(formerlyknow wnasthe12Hiv ve,nowthe14H Hive)intheFile eLocationtab.
1 46
TSSRedm mond,LLC
SharePointBootCamp p
8. SelectComp . plete.
Th heStandalone eoptionpresent tedonthispage eoftheinstallat tionwizardcrea atesasingleserverfarm withallcompone w entsandroles.I Itisnotpossible etoaddanothe erservertoafarmthatwasins stalledwiththeStand al loneoption.Thi isoptionisiden nticaltotheStandaloneinstalla scussedinanea arlierstep. ationoptiondis
In nstallationproce eeds.
IntroducingSharePoint2010
TSSRedmond,LLC
147
Attheendoftheinstallationphase,theSetupapplicationoffersyouthechancetoproceedtothe Configurationphase.
9. CleartheRuntheSharePointProductsConfigurationWizardnowcheckbox. 10.ClickClose.
TheresultisaSharePointserverthatisreadytoaddtoafarm.Untilyouaddtheservertoafarm,no SharePointfunctionalityisavailableontheserver.
1 48
TSSRedm mond,LLC
SharePointBootCamp p
Walkthrough:C W ConfigureSha arePointonaS SingleServer rFarm Af fterinstallingth heSharePointb binaries,youcan nconfigurethe serverand,int theprocess,cre eatea Sh harePointfarmoraddtheserv vertoanexistin ngfarm.
Co onfigurationwiththeuserinte erfaceiswizard driven.Aslong gasyouknowth heconfiguratio oninformation pr resentedearlier rinthislesson,installationisve erystraightforw ward.
1. Logonasthe . esetupuseracc count(SP_Admin).
2. RuntheSharePointProduct . tsConfiguration nWizard,which hyoucanfindin ntheMicrosoft tSharePoint 2010Produc ctsprogramgro oupontheStar rtmenu.
In ntroducingSharePoint2010
TSSRedmond,LLC C
149
3. ClickNext. .
Yo ouarewarnedt thatIISandSha arePointservice eswillberestart ted.
4. ClickYes. .
5. SelectCreate . eanewserverfarm.
1 50
TSSRedm mond,LLC
SharePointBootCamp p
6. Entertheco . onfigurationfortheSQLServerthenameoftheDatabases server(SERVER\ \instanceifyouare connectingt toaspecificinst tanceofSQLSe erver)andtheD Databasename . 7. Enterthefar . rmaccount(SP_ _Farm)usernameandpasswo ord.
8. Enterthefar . rmpassphrase.
In ntroducingSharePoint2010
TSSRedmond,LLC C
151
9. Enterthepo . ortnumberonw whichCentralA Administrationw willbehosted. 10 0.Chooseanauthenticationp provider.
NT TLMallowsCen ntralAdministra ationtouseActiveDirectoryas stheauthentica ationprovider.Thisistypically ythebest op ptionforCentra alAdministratio on.
11 1.Reviewthec configuration,a andthenclickN Next.
Configuratio ontakesseveralminutes.
1 52
TSSRedm mond,LLC
SharePointBootCamp p
12.ClickFinish. 2
o onsiteopens. TheSharePoint2010CentralAdministratio
In ntroducingSharePoint2010
TSSRedmond,LLC C
153
Lesson4
AdvancedInstallatio A onofShare ePoint201 10
Manualinstallati M ionandconfiguration,asprese entedinthepre eviouslesson,istimeconsumin ngandprone to oinconsistentim mplementation.Inthislesson, youlearnhowt toscripttheins stallationandco onfigurationof f Sh harePoint.Youa alsolearnhowt toinstallalang guagepack. Af ftercompleting gthislesson,youwillbeableto o: PerformascriptedinstallationofSharePoin ntprerequisites s. PerformascriptedinstallationofSharePoin ntServer2010. Executeascr riptedconfigura ationofSharePo ointandaShare ePointfarm. InstallShareP Pointlanguagepacks.
1 54
TSSRedm mond,LLC
SharePointBootCamp p
OverviewofSc O criptedInstallation
By yscriptinginsta allation,anorga anizationcanreducethetimer requiredtodep ployaSharePoin ntserver.Script ting alsoensuresthat tconfigurationisappliedconsistently,andthe ereforereduces sthechancefor rerrorsand ailure.Scriptingisalsorequired dtoautomatetheprovisioning gofSharePoint. . fa
Th herearethreed differentmecha anismsforscriptingSharePoint tinstallationan ndconfiguration n,one mechanismforeachofthephas m sesofinstallatio on.
In ntroducingSharePoint2010
TSSRedmond,LLC C
155
Sc criptedInstalllationofPrere equisites
Manyorganizatio M onsdonotallow wserverstohav vedirectaccess stotheInternet t.ThePreparationToolcanbe edirected to oinstallprerequ uisitesfromasp pecificlocation,ratherthando ownloadingprer requisitesfromtheDownloads sCenter at tMicrosoft.com m.
First,youmustdownloadallpre erequisites.Youcanfindlinkst toprerequisitesbyusingoneo ofthe ollowingtwoop ptions: fo Linkstoprere equisitesarelist tedathttp://go o.microsoft.com m/fwlink/?LinkID=196879&clcid=0x409. RunthePrep parationToolan ndexaminethelogforerrorm essagesthatar regeneratedwh henthetool attemptstod downloadeachprerequisite.Th heURLtothea ttempteddown nloadislisted. Pr rerequisiteInsta aller.exesuppor rtsparameterst thatspecifythe elocationofeac chprerequisite. .Thesyntaxofe each pa arameteris/Pre erequisiteName e:PathToInstalla ationFile.ThePr rerequisiteNam meparametersarelistedonthe eslide. Th hepathcanbealocalorUnive ersalNamingCo onvention(UNC C)pathtowhich hthesetupuser r(SP_Admin)ac ccount us sedtorunthep prerequisiteinst tallerhasReadpermission.
Th he/unattended dparametercau usesthePrepara ationTooltoru uninsilent,unattendedmode.Nopromptsor r messagesaredisplayed.Usethis m smodeonlywh henyouarecon nfidentthatpre requisiteinstallationwillbesu uccessful.
Yo oucantypePre erequisiteInstal ller.exe/?todisplaythehelpd documentation nfortheswitche es.
using Nowthatyouknowtheparame etersofPrerequ uisiteInstaller.ex xe,youcanscrip ptprerequisiteinstallationbyu on neoftwomethods:
Openthecom mmandprompt tandtypeacom mmandlinewit thPrerequisiteIn nstaller.exeand dallofthe switchesona asinglecomman ndline. adandenterall lswitchesonas singleline.Save ethefileas OpenNotepa PrerequisiteIn nstallerArguments.txtinthesa amefolderasPr rerequisiteInsta aller.exe.Then,run PrerequisiteIn nstaller.exe.Ita automaticallylo ooksforthearg gumentsfile,cal lled PrerequisiteIn nstallerArguments.txt,inthew workingdirecto ry. Yo oucreateaPrer requisiteInstalle erArguments.txt tfileinthelab forthismodule e.
1 56
TSSRedm mond,LLC
SharePointBootCamp p
Sc criptedInstalllationof Share ePointServer r
Yo oucanscripttheinstallationof fSharePointbin nariesbyspecify yinginstallation nparametersin nanExtensible MarkupLanguag M ge(XML)filenam medConfig.xml lbydefault.
MicrosoftprovidessampleConf M fig.xmlfilesinth heSharePointd distribution.You ucansimplymo odifythese fil lestomatchyourenvironment.Inmostcases s,youneedonly ytoremovethe ecommenttags s() an ndenteravalid dproductID.
Th hefollowingCo onfig.xmlfileins stallsaSharePointserverusing gtheServerFarm minstallationo optionandthe Co ompleteserver type. eId="sts"> "OwnerAlias""Template$template
Where:
istheURLofthesitecollectionyouwanttocreate. TheOwnerAliasparametersvaluedefinestheprimarysitecollectionadministrator. TheSecondaryOwnerAliasparameterdefinesthesecondarysitecollectionadministrator. TheTemplateparametersvaluespecifiesthesitedefinitionforthetoplevelsiteinthisexample,STS#0, theTeamSitetemplate.
DeleteaSiteCollectionWhenyoudeleteasitecollection,youpermanentlydestroyallcontentanduserinformationinthesite collection,whichincludesthetoplevelsiteandallsubsites. DeleteaSiteCollectionbyUsingCentralAdministration 1. IntheCentralAdministrationWebsite,intheQuickLaunch,clickApplicationManagement.
2. OntheApplicationManagementpage,intheSiteCollectionssection,clickDeleteasitecollection.
TheDeleteSiteCollectionpageopens.
3. OntheDeleteSiteCollectionpage,expandtheSiteCollectionlist,andthenclickChangeSite Collection.
UsetheSelectSiteCollectionpagetoselectasitecollection: IntheWebApplicationdropdownlist,clickthedownarrow,andthenclickChangeWeb Application. TheSelectWebApplicationdialogboxappears. 2. ClickthenameoftheWebapplicationthatcontainsthesitecollectionthatyouwanttodelete. RelativeURLsofsitesinthesitecollectionsoftheWebapplicationthatyouhaveselectedappearonthe SelectSiteCollectiondialogbox. 3. ClicktherelativeURLofthesitecollectionthatyouwanttodelete,andthenclickOK. 4. ReadtheWarningsectionandverifythatthesitecollectioninformationiscorrect. 5. OntheDeleteSiteCollectionpage,clickDelete.
1.
Thesitecollectionthatyouselectisdeleted.
DeleteaSiteCollectionbyUsingWindowsPowerShell ThefollowingexampleshowstheuseoftheRemoveSPSitecmdlettodeleteasitecollection: RemoveSPSiteIdentity""GradualDelete
Where:
istheURLofthesitecollectionyouwanttodelete. TheGradualDeleteparameterspecifiesthatyouusegradualdeletion,whichreducestheloadonthesystem duringthedeletionprocess.
222
TSSRedmond,LLC AdditionalReading Createasitecollection(SharePointServer2010)at http://go.microsoft.com/fwlink/?LinkID=192705&clcid=0x409.
SharePointBootCamp
Deleteasitecollection(SharePointServer2010)at http://go.microsoft.com/fwlink/?LinkID=192706&clcid=0x409.
Cr reatingaSharePoint2010Intranet
TSSRedmond,LLC C
223
SiiteCollectionSettings
Af ftercreatingthesitecollection n,youshouldco onfiguresitecolllectionsettings s.InCentralAdm ministration,th hisis do oneontheApp plicationManag gementpage.
InSharePoin nt2010CentralAdministration nQuickLaunch h,clickApplicati ionManageme ent.
Ownership,Ad O dministration n,andAccess sSitecollectionow wnerstheprim maryandsecondarysitecollect tionadministra torsofasiteco ollectionrece eive uotaandautod deletionnotices s.Inaddition,th heyhaveallthe erightsassociat tedwithsitecol llectionadminis strators. qu As ssignSiteCollec ctionOwnersby yUsingCentral lAdministratio on 1. InSharePoin . nt2010CentralAdministration nQuickLaunch h,clickApplicati ionManageme ent. 2. OntheSiteC . CollectionAdm ministratorspage,intheSiteCo ollectionsectio n,confirmthatthesitecollect tion forwhichyo ouwanttoassig gnownershipis selected.
Ifnot,expan ndtheSiteColle ectiondropdow wnlist,andthe enclickChange SiteCollection.Usethe SelectSiteC Collectionpagetoselectthesit tecollection:
1. Confirm mthattheWebApplicationlist tdisplaystheW Webapplication thatcontainsthesite collectionforwhichyo ouwanttoassig gnownership. Ifnot,e expandtheWeb bApplicationlist,andthenclic ckChangeWeb bApplication.O OntheSelect WebAp pplicationpage e,clicktheWeb bapplication. 2. IntheU URLlist,clickthe esitecollection n. 3. ClickOK K. 3. InthePrima . arysitecollectio onadministrato orbox,typethe enameofthep primaryowner,usingtheformat, DOMAIN\us sername. esecondaryow 4. IntheSecon . ndarysitecollec ctionadministr ratorbox,typet thenameofthe wner,using theformat,DOMAIN\usern name. 5. ClickOK. .
224
TSSRedmond,LLC
SharePointBootCamp
AssignSiteCollectionOwnersbyUsingWindowsPowerShell Thefollowingexampleshowstheuseofthecmdletcmdlettoassignthesitecollectionowners: SetSPSiteIdentity""OwnerAlias""SecondaryOwnerAlias ""
Where:
istheURLofthesitecollectiontowhichyouwanttoaddasitecollection administrator. isthenameoftheuserwhomyouwanttoaddasasitecollectionowner. TheOwnerAliasparameterdefinestheprimarysitecollectionadministrator. TheSecondaryOwnerAliasparameterdefinesthesecondarysitecollectionadministrator.
AssignSiteCollectionAdministrators Sitecollectionadministratorsareownersofthesitecollection.Theyaregivenfullcontrolofthesitecollection andalwayshavetheabilitytochangepermissionsonobjectswithinthesitecollection.Theyalsohave permissiontoperformawiderangeofadministrativetaskswithinthesitecollection.
1. Inthetoplevelsiteofasitecollection,clickSiteActions,andthenclickSiteSettings. 2. ClickSiteCollectionAdministrators. 3. IntheSiteCollectionAdministratorsbox,typethenamesofthesitecollectionadministrators, separatedbysemicolons. 4. ClickOK.
WhereasyoucanassigntwositecollectionownersinCentralAdministration,youcanassignmorethantwosite collectionadministratorswithinthesitecollection. TwoSetsofSiteCollectionAdministrators SitecollectionownersassignedinCentralAdministrationreceiveemailnotificationsrelatedtositeusageand quotas.Otherwise,thepermissionsandcapabilitiesofthetwotypesofsitecollectionadministratorsareidentical.
AfarmadministratorcanassigntheprimaryandsecondarysitecollectionadministratorsinCentral Administration.Asitecollectionadministratorcanaddorremovesitecollectionadministratorsinthesite collectionsettings. AssignPermissionstotheTopLevelSite EachSharePointsitehasatleastthreedefaultgroups:Owners,Members,andVisitors.Thesethreegroupshave fullcontrol,contribute,andreadpermissionrespectively.
1. ClickSiteActions,andthenclickSitePermissions. 2. Clickthenameofagrouptowhichyouwanttoaddmembers,forexample,ContosoIntranetVisitors. 3. ClickNew.
TheGrantPermissionspageopens.
4. IntheUsers/Groupsbox,typethenameofusersorgroupsthatyouwanttoaddtotheselected SharePointgroup,andthenclickOK.
Togiveallauthenticateduserstheabilitytobrowseasite,addtheDomainUsersgrouptotheVisitorsgroup ofthesite.
Cr reatingaSharePoint2010Intranet
TSSRedmond,LLC C
225
AdditionalRea A ading
Addorrem movesitecollect tionadministrat tors(SharePoi ntServer2010) )at http://go.microsoft.com/fw wlink/?LinkID=1 192707&clcid=0 0x409.
Quotas QOneoftheimportantsitecollec ctionsettingsis thequotatemp plateassociated dwiththesitec collection.
Aquotatemplate especifiesthem maximumstoragepermittedfo oreachsiteina asitecollection. .Quotasalsode efine th heresourceutilizationlimitsfo orSandboxedSo olutions.Sandbo oxedSolutionsa arediscussedin nModule7, M ManagingShare ePointCustomiz zations.
Quotasdefinethefollowing: Q
Storagelimit t(inMB)
Thestoragewarninglevela atwhichsitecol llectionowners s(primaryands secondarysitec collection administrato ors)arenotified dthatthesiteis sapproachingit tsstoragelimit. Thisvaluemus stbelowerthan n thestoragelimit.
ResourceusagelimitforSandboxedSolutions(perday). velatwhichsite ecollectionown ners(primaryandsecondarysitecollection Resourceusagewarninglev administrato ors)arenotified dthatthesiteis sapproachingit tsresourceusag gelimit.Thisvaluemustbelow wer thantheres sourceusagelim mit.
Cr reateorModify yaQuotaTemp plate Quotatemplates Q saredefinedatthefarmlevel.Whenyoucrea ateaquotatem mplate,yousimplifythe managementofs m storagelimitso onnewsitecolle ections.
1. IntheCentralAdministrationQuickLaunc . ch,clickApplica ationManagem ment. 2. OntheApplicationManage . ementpage,intheSiteCollect tionssection,clickSpecifyquo otatemplates.
TheQuotaT Templatespageopens.
Youcancrea ate,modify,ordeleteaquota templatefrom theQuotaTem mplatespage.
226
TSSRedmond,LLC
SharePointBootCamp
3. OntheQuotaTemplatespage,intheTemplateNamesection,intheTemplatetomodifylist, selectthetemplatethatyouwanttochange.Alternately,tocreateanewquotatemplate,clickCreateanew quotatemplateandthen,intheNewtemplatenamebox,typeanameforanewquotatemplate. 4. IntheStorageLimitValuessection,specifythevaluesthatyouwanttoapplytothetemplate.
Ifyouwanttomodifytheamountofdatathatcanbestoredinthedatabase,selecttheLimitsite storagetoamaximumofcheckbox,andtypethenewstoragelimit,inmegabytes,inthetextbox.
Ifyouwantanemailmessagetobesenttothesitecollectionadministratorwhenastorage thresholdisreached,selecttheSendwarningEmailwhenSiteCollectionstoragereachescheckbox, andthentypethethreshold,inmegabytes,inthebox.
5. IntheSandboxedSolutionsWithCodeLimitssection,setthevaluesforatemplateforSandboxed Solutions.
IfyouwanttolimittheresourceusageofSandboxedSolutionsinthesitecollection,selecttheLimit maximumusageperdaytocheckbox,andthentypethedailyresourceusagelimit,inpoints,inthe textbox.
Ifyouwantanemailmessagetobesenttothesitecollectionadministratorwhenaresourceusage thresholdisreached,selecttheSendwarningemailwhenusageperdayreachescheckbox,andthen typethedailyresourceusagewarninglimit,inpoints,inthebox.
Apointisarelativemeasurementofresourceusage,forexample,CPUcycles,memory,orpagefaults. Pointsenablecomparisonsbetweenmeasurementsofresourceusagethatcouldnotbecompared otherwise.SeeModule7,ManagingSharePointCustomizations,formoredetailaboutSandboxed Solutions.
6. ClickOK.
ApplyaQuotaTemplatetoaSiteCollection Asitecollectioncanbeassociatedwithoneofthefarm'squotatemplates.Whenanewsiteiscreatedinthesite collectionsection,thepropertiesofthequotatemplatesareappliedtothesite.
1. IntheCentralAdministrationQuickLaunch,clickApplicationManagement. 2. OntheApplicationManagementpage,intheSiteCollectionssection,clickConfigurequotasandlocks.
TheSiteCollectionQuotasandLockspageopens.
Cr reatingaSharePoint2010Intranet
TSSRedmond,LLC C
227
3. Ifyouwantt . tochangetheselectedsitecollection,intheS SiteCollections section,expand dtheSiteCollec ction list,andthenclickChangeS SiteCollection.UsetheSelect tSiteCollection npagetoselectasitecollection n. 4. OntheSiteC . CollectionQuot tasandLocksp page,intheSite eQuotaInforma ationsection,e expandthe Currentquo otatemplatelist,andthensele ectthenewquo otatemplateto oapply. 5. ClickOK. .
Up pdatingQuotas s Ifyouupdateaq quotatemplate, ,orupdatethe sitecollectionq quota,thechan ngedoesnotap pplytoexistings sites.To pdatequotason nexistingsites,youcanuseWindowsPowerS ShellsSetSPSite ecmdletwithth heMaxSize up pa arameter.
Si iteCollection nLocksYo oucanapplyloc ckstopreventu usersfromacce essingormodify yingcontentina asitecollection n.
Th hefollowingtab bledescribesthelockingoptionsthatareavaiilableinMicrosoftSharePointS Server2010.
ption Op No otlocked Ad ddingcontentp prevented
Description Unlocksthesitecollectionandmakesitav vailabletousers s. Preventsuse ersfromadding gnewcontentt tothesite collection.U Updatesandde letionsarestillallowed. Preventsuse ersfromadding g,updating,ord deletingconten nt. Preventsacc cesstocontent tcompletely.Us serswhoattemptto accessthes itereceiveana accessdeniedm message.
Re eadonly(blocks sadditions,upd dates,and de eletions) No oaccess
To oLockorUnloc ckaSiteCollecti ionbyUsingCe entralAdministr ration 1. InCentralAd . dministration,c clickApplicatio onManagemen nt. 2. OntheApplicationManage . ementpage,intheSiteCollect tionssection,clickConfigureq quotasandlock ks.
228
TSSRedmond,LLCTheSiteCollectionQuotasandLockspageopens.
SharePointBootCamp
3. Ifyouwanttochangetheselectedsitecollection,intheSiteCollectionsection,ontheSiteCollectionmenu, clickChangeSiteCollection.UsetheSelectSiteCollectionpagetoselectasitecollection. 4. OntheSiteCollectionQuotasandLockspage,intheSiteLockInformationsection,selectoneof thefollowingoptions:
Notlocked.Tounlockthesitecollectionandmakeitavailabletousers.
Addingcontentprevented.Topreventusersfromaddingnewcontenttothesitecollection. Updatesanddeletionsarestillallowed.
Readonly(blocksadditions,updates,anddeletions).Topreventusersfromadding,updating, ordeletingcontent.
Noaccess.Topreventaccesstocontentcompletely.Userswhoattempttoaccessthesitereceivean accessdeniedmessage.
5. IfyouselectAddingcontentprevented,Readonly(blocksadditions,updates,anddeletions),or Noaccess,typeareasonforthelockintheAdditionallockinformationbox. 6. ClickOK.
LockorUnlockaSiteCollectionbyUsingWindowsPowerShell ThefollowingexampleshowstheuseoftheSetSPSitecmdletwiththeLockStateparametertolockorunlocka site.SetSPSiteIdentity""LockState""
Where:
istheURLofthesitecollectionthatyouwanttolockorunlock. isoneofthefollowingvalues: Unlock.Tounlockthesitecollectionandmakeitavailabletousers. NoAdditions.Topreventusersfromaddingnewcontenttothesitecollection.Updatesand deletionsarestillallowed. ReadOnly.Topreventusersfromadding,updating,ordeletingcontent. NoAccess.Topreventaccesstocontentcompletely.Userswhoattempttoaccessthesitereceivean accessdeniedmessage.
AdditionalReading Managesitecollectionstoragelimits(SharePointServer2010)at http://go.microsoft.com/fwlink/?LinkID=192708&clcid=0x409.
Cr reatingaSharePoint2010Intranet
TSSRedmond,LLC C
229
Su ubsites,SiteC Collections,an ndContent Databases
Su ubsitesAsitecollectionc cancontainone eormoresites. .Belowthetop levelsite,youc cancreateaddi itionalsites,also ca alledsubsitesor rsubwebs.
Th heprecedingdiagramshowssu ubsitesforHRandEngineering g.TheURLforH HRwouldbe ht ttp://intranet.co ontoso.com/HR Thesitehiera R. archycanbeeve endeeper,butbeawareofthe260characte erURL le engthlimit.
MultipleSiteC M CollectionsAnumberofgov vernancecontro ols,includingcontentownersh ipandquotaco onfiguration,areconfiguredat tthe tecollectionlev vel.Governance eobjectivesofte endriveorganiz zationstocreat temultiplesitecollectionsthat t sit co onfigureunique epropertiesforeachsitecollec ction.
MultipleConte M entDatabase esTh hecontentfrom mallsitesinasitecollectionisstoredintheco ontentdatabase e.Asitecollecti ioncannotspan n morethanonecontentdatabas m se.Thecontent databaseisthe ecorecompone entofstoragem management, in ncludingbackup pandrestore.
Be ecauseofthisre elationshipbetw weencontentd databasesandst toragemanage ement,governanceandservice e le evelagreements softendriveanorganizationto ocreatemultip lesitecollectio onssothatsitec collectionscan be edistributedac crosscontentda atabases.
Th heonlywaytos storesitesinseparatecontentdatabasesisto oputsitesinsep paratesitecolle ections.
2 30
TSSRedm mond,LLC
SharePointBootCamp p
ManagedPath M hs To ocreateanewsitecollectionw withinaWebap pplication,there emustbeama anagedpathatwhichtocreate ethesite co ollection.
Amanagedpathisaportionoft theURInamesp pacewherethesitecollections sexist.Amanag gedpathisnotd directly mappedtoconte m entwithintheW Webapplication n.Instead,itisu usedbySharePo ointasanames space(path)node wheresitecollec w ctionscanbecre eated.
An nexplicitmanagedpathisusefulforcreating onlyasinglesit tecollection,at ttheexactURL Lspecified.Fore example, th hedefault(root t)managedpat thforourintra anetsiteishttp p://intranet.con ntoso.com/ and dasinglesitecollection ca anbecreatedat tthatexactURL.
Awildcardmanagedpath,forex xample,http:// /intranet.contos so.com/sites/ in ndicatesthatch hildURLsofthepath resitecollections.Awildcardm managedpaths suchassites/alllowsforunlimit tednumberofs sitecollections tobe ar cr reateddirectlyu undertheprovi idedpath.Itisimportanttono otethatasiteco ollection(andt therefore,aWe ebsite) ca annotbecreate edatthisexplici itURL.
Th hedefaultmanagedpath,crea atedwhenyouc createanynew wWebapplicatio on,issites/.How wever,youcandefine managedpathsw m withotherdescriptivenamessuchasdepts(fo ordepartments s),teams,clients,orprojects.
Managedpathsa M allowaSharePo ointservertoreceivearequest tintheformof aURIandtode eterminewhich hpartof th heURIcorrespondstoasitecollection,bylook kingatthelisto ofmanagedpat thsforagivenW WebApplication. Sh harePointcanth hengototheco orrectcontentdatabaseofthe esitecollection ntoretrievethe econtentbased donthe re emainingportio onoftheURI.
Th hismeansthatS SharePointhastolookatevery ymanagedpath hforeachrequ est.SoMicroso oftonly su upportsupto20 0managedpath hsperWebapp plication. Ad ddManagedPathsforaWeb bApplicationby yUsingCentralA Administration n 1. OntheShare . ePoint2010CentralAdministrationWebsite e,intheQuickL Launch,clickAp pplication Managemen nt.
CreatingaSharePoint2010Intranet
TSSRedmond,LLC
231
2. 3. 4. 5. 6. 7.
OntheApplicationManagementpage,clickManagewebapplications. ClicktheWebapplicationforwhichyouwanttomanagepaths.Theribbonbecomesactive. Ontheribbon,clickManagedPaths. OntheDefineManagedPathspage,intheAddaNewPathsection,typethepathyouwanttoinclude. ClickCheckURLtoconfirmthepathname. UsetheTypedropdownmenutoidentifythepathaseitherWildcardinclusionorExplicitinclusion. TheWildcardinclusiontypeincludesallURLsthatareimmediatelysubordinatetothespecified URL.
TheExplicitinclusiontypeincludesonlytheURLthatisindicatedbythespecifiedpath.
8. ClickAddPath. 9. Whenyouhavefinishedaddingpaths,clickOK.
RemoveManagedPathsforaWebApplicationbyUsingCentralAdministration 1. OntheSharePoint2010CentralAdministrationWebsite,intheQuickLaunch,clickApplication Management. 2. OntheApplicationManagementpage,clickManageWebApplications. 3. ClicktheWebapplicationthatyouwanttomanagepaths.
Theribbonbecomesactive.
4. Ontheribbon,clickManagedPaths. 5. OntheDefineManagedPathspage,intheIncludedPathssection,clickthecheckboxnexttothepaththat youwanttoremove. 6. ClickDeleteselectedpaths.
Warning:Deletionisimmediate.Youwillhavenoadditionalopportunitytoconfirm.
7. Whenyouhavefinishedremovingpaths,clickOK.
AddaManagedPathbyUsingWindowsPowerShell ThefollowingexampleshowstheuseofthecmdletnamedcmdlettoaddamanagedpathtoaWeb application:NewSPManagedPath[RelativeURL]""WebApplication
Where:
istherelativeURLforthenewmanagedpath.ThetypemustbeavalidpartialURL,suchas siteorsites/teams/. istheURLoftheWebapplicationtowhichthemanagedpathwillbeadded.
RemoveaManagedPathbyUsingWindowsPowerShell ThefollowingexampleshowstheuseofthecmdletcmdlettoaddamanagedpathtoaWebapplication: RemoveSPManagedPath[Identity]WebApplication
Where:
isthenameofthemanagedpathtodelete.
232
TSSRedmond,LLC
SharePointBootCamp
istheURLoftheWebapplicationthathoststhemanagedpathtodelete.
AdditionalReading
SharePoint101:ManagedPaths,athttp://go.microsoft.com/fwlink/?LinkID=192710&clcid=0x409. Definemanagedpaths(SharePointServer2010)at http://go.microsoft.com/fwlink/?LinkID=192709&clcid=0x409.
Cr reatingaSharePoint2010Intranet
TSSRedmond,LLC C
233
ContentDatab bases
Si iteCollection nsandConten ntDatabasesAsitecollectioni ishostedinone econtentdatab base.Asitecolle ectioncannotsp panacrosscont tentdatabases.
verytoolsrequiretherestorati ionofacontent tdatabase.The etimerequiredtorestoreacon ntent Outofboxrecov atabaseshouldbewithintheserviceleveldef finedbyyourSh harePointgover rnanceplan.Al largecontent da da atabasemaytak kesolongtorestorethatyoum mightfailtoach hieveyourserv vicelevelobject tive.
Sc calabilityFr rom a logical storage management perspec s ctive, it would make sense fo each site to be a separat site or o te co ollectionin a se eparateconten database.Ho nt owever,for per rformancereas sons,suchan approachisofte not en fe easible.Infact,s severalscalabili ityguidelinesap pplytoSharePo ointServer2010 0.
Be ecomeawareofscalabilitybou undaries:
tdatabasesperWebapplicatio onaresupporte ed. 300content Additionally y,theRAMandperformanceof fyourSQLServ verlimitsthetot talnumberofc content databasesth hatshouldbeho ostedonthatse erver.
200GBperc contentdataba aseissupported d. Contentdatabasesizesupt to1terabytear resupportedon nlyforlarge,sin nglesiterepositoriesandarchives withnonco ollaborativeI/Oandusagepatterns,suchasRe ecordsCenters. .Largerdatabas sesizesaresupported forthesesce enariosbecause etheirI/Opatte ernsandtypicalldatastructure eformatshaveb beendesignedf for, andtesteda at,largerscales.
100GBpers sitecollectionaresupported.If facontentdata abasecontains onlyonesiteco ollection,thent thesite collectionca anbeupto200 0GB.
250,000Websitespersitec collectionaresupported.Upto o2,000subsites sofagivenWebsiteare supported.
234
TSSRedmond,LLC
SharePointBootCamp
Whendesigningastrategyforcontentdatabases,consideryourservicelevelobjectives.Includetherecoverytime objective(howquicklyyourdeletedorcorruptedcontentisbroughtbackonline)andyourrecoverypoint objective(howfarbackintimeareyourhistoricalbackupsmaintained)?Youmustalsoconsiderperformance, suchasthescalabilityguidelinesmentionedabove.
AdditionalReading
SharePointServer2010CapacityManagement:SoftwareBoundariesandLimitsat http://go.microsoft.com/fwlink/?LinkID=192711&clcid=0x409.
CreateaContentDatabaseWhenyoucreateaWebapplication,youspecifythenameoftheinitialcontentdatabase.Youcanlatercreate additionalcontentdatabasesfortheWebapplication.
AddaContentDatabasebyUsingCentralAdministration 1. IntheCentralAdministrationQuickLaunch,clickApplicationManagement. 2. IntheDatabasessection,clickManagecontentdatabases. 3. OntheManageContentDatabasespage,intheWebApplicationsection,ensurethatyouarefocused ontheWebapplicationinwhichyouwanttocreateasitecollection.
Ifnecessary,clicktheWebapplicationpicker,andthenclickChangeWebApplication.Clickthecorrect Webapplication.
4. ClickAddacontentdatabase. 5. IntheDatabaseNamebox,typeanameforthedatabase,forexample,WSS_Content_Intranet_IT.
Usethenamingstandardsofyourorganizationtodeterminethename.
6. ClickOK.
AddaContentDatabasebyUsingWindowsPowerShell ThefollowingexampleshowstheuseoftheNewSPContentDatabasecmdlettocreateanewcontent database:NewSPContentDatabaseNameWebApplication
Where:
isthenameofthecontentdatabasethatyouwanttocreate. isthenameoftheWebapplicationtowhichthenewdatabaseisattached.
AdditionalReading
Addacontentdatabase(SharePointServer2010)at http://go.microsoft.com/fwlink/?LinkID=192712&clcid=0x409.
AddaSiteCollectiontoaContentDatabasesAfteryoucreateacontentdatabase,youcancreatesitecollectionsinthatcontentdatabase.
WhenyouuseCentralAdministrationtocreateasitecollection,CentralAdministrationautomaticallydetermines whichcontentdatabasewillcontainthesitecollection.YoucannotspecifyacontentdatabaseinCentral Administration.
Instead,eachcontentdatabaseisevaluatedtodeterminewhichcontentdatabasehasthemostavailablesites, basedonthecontentdatabasesmaximumsitespropertyandthecurrentnumberofsitesinthecontent database.Thecontentdatabasewiththemostavailablesitesisusedtohostanewsitecollection.
CreatingaSharePoint2010Intranet
TSSRedmond,LLC
235
Itsimportanttomentionthatthesizeofthecontentdatabaseisnottakenintoconsideration.
Intheeventthatmorethanonecontentdatabasehasthesamenumberofavailablesites,thecontent databasewiththelowestGUIDisselectedasatiebreaker.
Asyoucansee,thelackoffinegrainedcontrolinCentralAdministrationcanbeproblematicwhenyouare tryingtomanagetheassociationofsitecollectionstocontentdatabases.
TheContentDatabaseparameteroftheNewSPSitecmdletcanbeusedtocreateasitecollectioninaspecific contentdatabase.
YoucanmovesitecollectionsbetweencontentdatabasesbyusingWindowsPowerShell.
ThefollowingexampleshowstheuseoftheMoveSPSitecmdlettomoveasitecollectionbetweencontent databases:MoveSPSiteD