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SharePoint 2013 Unleashed

By Michael Noel, Colin Spence

Published by Sams

Published Date: Aug 19, 2013

Description

Buy the print SharePoint 2013 Unleashed and get the eBook version for free! See inside the book for access code and details.

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SharePoint 2013 Unleashed is the most complete, practical resource for¿all administrators, managers, architects, users, and developers to make the most of Microsoft’s powerful new SharePoint 2013 platform.

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Drawing on their experience implementing SharePoint solutions in hundreds of organizations, Michael Noel and Colin Spence focus on what administrators and knowledge workers really need to know to effectively design, implement, configure, and use SharePoint 2013. They fully address key SharePoint 2013 innovations such as PowerShell scripting to automate administration and farm provisioning; better virtualization support; improved security and authentication; new business intelligence tools, social networking improvements; enhanced lists; libraries; metadata; and more.

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Step by step, through easy-to-understand examples, they help you streamline administration, optimize performance, control cost, and implement high-value solutions for collaboration, document and web content management, and business intelligence.

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Detailed information on how to…

  • ¿ Optimize your SharePoint 2013 design/deployment plan, right-size your server farm(s), and improve scalability
  • ¿ Reduce costs by virtualizing your SharePoint environment and automating farm deployment
  • ¿ Optimize search with metadata, content types, and taxonomies
  • ¿ Streamline management with PowerShell and the SharePoint Central Administration tool
  • ¿ Efficiently monitor, back up, and restore SharePoint environments
  • ¿ Understand new Shredded Storage capabilities and new Service Applications built into the infrastructure layer of SharePoint
  • ¿ Deploy SharePoint’s improved social networking features, including microblogging
  • ¿ Deploy SharePoint as an extranet using various external authentication providers
  • ¿ Use powerful out-of-the-box workflows—and create your own with SharePoint Designer 2013 and Visual Studio 2013
  • ¿ Build Business Intelligence solutions with PerformancePoint and Business Connectivity Services

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Table of Contents

Introduction     1

Part I Planning for and Deploying SharePoint Server 2013

1. Introducing SharePoint 2013     5

Understanding the Capabilities of SharePoint 2013     6

Using SharePoint for Collaboration and Document Management     10

Outlining Improvements in SharePoint 2013     13

Securing SharePoint 2013 with New Security Enhancements     18

Leveraging Metadata and Content Types     19

Social Networking Tool Advances     20

Working with Office Web Apps     21

Creating Powerful and Flexible Workflows     22

Developing Applications Using Visual Studio     22

Leveraging Business Intelligence Tools in SharePoint 2013     23

Governing the SharePoint Environment     23

Summary     24

Best Practices     24

2. Architecting a SharePoint 2013 Deployment     27

Understanding the SharePoint Server Roles     28

Understanding the Reasons for Deploying Multiple Farms     34

Choosing the Right Hardware for SharePoint     37

Determining Optimal Operating System Configuration     39

Planning for Database and Additional Software     39

Examining Real-World SharePoint 2013 Deployments    41

Addressing Common Business Issues with SharePoint Features     46

Deploying a Team Collaboration Solution with SharePoint     49

Deploying a Corporate Intranet Solution with SharePoint     51

Deploying a Customer Extranet Solution with SharePoint     54

Summary     57

Best Practices     57

3. Installing a Simple SharePoint Server 2013 Farm     59

Examining SharePoint Installation Prerequisites     59

Installing the SharePoint Server Operating System     63

Installing SQL Server 2012     63

Installing Microsoft SharePoint Server 2013     68

Summary     74

Best Practices     74

4. Advanced SharePoint 2013 Installation and Scalability     77

Creating an Installation Checklist    77

Installing SharePoint 2013 Using PowerShell     80

Understanding Scalability for SharePoint     96

Scaling Logical SharePoint Components     97

Summary     98

Best Practices     98

5. Migrating from SharePoint 2010 to SharePoint 2013     101

Understanding Key Differences in the SharePoint 2013

Upgrade Process     101

Content Considerations     104

Planning for an Upgrade to SharePoint 2013     106

Performing a Database-Attach Upgrade     108

Performing a Site Collection Upgrade     109

Performing a Service Application Upgrade     111

SharePoint 2010 (14) Mode and 2013 (15) Mode     123

Summary     123

Best Practices     123

Part II Administering and Maintaining SharePoint Server 2013

6. Managing and Administering SharePoint 2013 Infrastructure     125

Operations Management with the SharePoint Central Administration Tool     125

Administering Site Collections and Sites     156

Using Additional Administration Tools for SharePoint     157

Summary     160

Best Practices     160

7. Leveraging PowerShell for Command-Line SharePoint Administration and Automation 161

Understanding Windows PowerShell     162

SharePoint Administration with PowerShell     170

Using Scripts to Automate SharePoint Administration     179

Understanding Advanced PowerShell Topics     187

Beyond Built-In SharePoint PowerShell Cmdlets     188

Tools for PowerAdmins     195

Summary     196

Best Practices     196

8. Leveraging and Optimizing Search in SharePoint 2013     197

Outlining the Capabilities of SharePoint 2013 Search     197

SharePoint 2013 Search Architecture     199

Deploying a Native SharePoint 2013 Search Service Application     200

Capturing Content     202

Summary     214

Best Practices     214

9. Managing and Maintaining SQL Server in a SharePoint Environment      217

Monitoring SQL Server in a SharePoint Environment     218

Maintaining SQL Server in a SharePoint Environment     230

Managing SharePoint Content Databases     238

Externalizing BLOB Storage in SharePoint 2013     247

Summary     256

Best Practices     256

10. Backing Up and Restoring a SharePoint Environment     259

Backing Up and Recovering SharePoint Components     259

Using the Recycle Bin for Recovery     261

Using SharePoint Central Administration for Backup and Restore     263

Performing Granular Backup Using the SharePoint Central Administration     266

Restoring SharePoint Using SharePoint Central Administration     270

Using SharePoint 2013 Management PowerShell for Backup and Restore     274

Backing Up Internet Information Services v7 Configuration     279

SQL Backup Tools     280

Summary     283

Best Practices     284

11. Monitoring a SharePoint 2013 Environment     285

Using the SharePoint Health Analyzer     286

Using SharePoint Native Reporting Capabilities     291

Understanding Timer Jobs for SharePoint 2013     293

Using System Center Operations Manager to Simplify Management of SharePoint 2013     295

Establishing Maintenance Schedules for SharePoint     298

Summary     304

Best Practices     305

Part III Securing, Protecting, and Optimizing SharePoint Architecture

12. Virtualizing SharePoint Components     307

Microsoft’s Virtualization Support Story     307

Virtualization Infrastructure Requirements and Recommendations     308

Software Recommendations and Licensing Notes     310

Virtualization of SharePoint Roles     311

Exploring Sample Virtualized SharePoint 2013 Architecture     314

Virtual Machine Management with System Center Virtual Machine Manager     317

Summary     322

Best Practices     322

13. Deploying SharePoint for Extranets and Alternative Authentication Scenarios     325

Outlining Common Extranet Scenarios and Topologies      326

Configuring Google as an Identity Provider in Azure Access Control Services     333

Enabling Facebook Authentication to Azure Control Services     347

Summary    353

Best Practices     353

14. Protecting SharePoint with Advanced Edge Security Solutions     355

Understanding the Forefront Edge Line of Products     356

Outlining the Need for the Forefront Edge Line for SharePoint Environments     357

Outlining the Inherent Threat in SharePoint Web Traffic     360

Securing SharePoint Sites with Forefront TMG 2010     362

Securing SharePoint Sites Using Forefront UAG     371

Summary     373

Best Practices     374

15. Implementing and Validating SharePoint Security     375

Understanding SharePoint Infrastructure Security     376

Identifying Isolation Approaches to SharePoint Security     381

Physically Securing SharePoint Servers     382

Securing SharePoint’s SQL Server Installation     384

Utilizing Security Templates to Secure a SharePoint Server     386

Deploying Transport-Level Security for SharePoint     386

Examining Integration Points between SharePoint and Public Key Infrastructure     387

Using IPsec for Internal SharePoint Encryption     389

Summary     396

Best Practices     396

16. Configuring Email-Enabled Content, Site Mailboxes, and Exchange Server Integration     399

Enabling Incoming Email Functionality in SharePoint     400

Working with Email-Enabled Content in SharePoint 2013     404

Enabling Site Mailbox Functionality in SharePoint 2013     406

Enabling Presence Information in SharePoint with Lync Server 2013     413

Summary     415

Best Practices     416

17. Safeguarding Confidential Data in SharePoint 2013     417

Understanding the Problem     418

Using SQL Transparent Data Encryption (TDE)     429

Enabling TDE for SharePoint Content Databases     431

Using AD RMS for SharePoint Document Libraries     436

Summary     444

Best Practices     444

Part IV Using SharePoint 2013 Technologies for Collaboration and Document Management

18. SharePoint Foundation Versus SharePoint Server 2013      445

Clarifying the Different SharePoint Products from a High Level      445

Feature Comparison Between SharePoint Foundation 2013 and SharePoint Server 2013 for Farm Administrators     451

Summary     471

Best Practices     472

19. Using Libraries and Lists in SharePoint 2013      475

Empowering Users Through SharePoint 2010 Libraries     476

Working with the Other Standard Tools in a Document Library     484

Empowering Users Through SharePoint 2010 Lists     507

Summary     518

Best Practices     518

20. Customizing and Managing Libraries and Lists to Meet Business Requirements     521

Planning the List and Library Ecosystem     521

Creating Lists and Libraries     526

Mastering the Library Tab on the Ribbon     532

Document Library Settings Tools Reviewed     542

Permissions and Management Tools for Lists and Libraries     556

Document Sets Compared to Folders as Organizational Tools in Document Libraries     562

Content Organizer as a Document Routing Tool     565

Summary     569

Best Practices     570

21. Designing and Managing Pages and Sites for Knowledge Workers     571

Understanding Site Collection Options     572

Creating a Site Collection     581

Reviewing the Scope of an Existing Site Collection     583

Controlling Who Can Create Sites     586

Creating Pages and Sites     588

Reviewing the Users and Permissions Tools     596

Reviewing the Galleries Tools     605

Reviewing the Site Administration Tools     607

Understanding the Search Tools     610

Reviewing the Look and Feel Tools     612

Reviewing the Site Actions Tools     617

An Overview of Site Collection Administration Tools     618

Reviewing Site Features and Site Collection Features     623

Summary     631

Best Practices     631

22. Managing Metadata and Content Types in SharePoint 2013     633

Effectively Using Metadata in Lists and Libraries     633

Working with Metadata in a Word Document and Document Libraries     634

Reviewing the Column Choices in SharePoint 2013     639

Differences in Multiple Lines of Text Columns in Libraries and Lists     647

Working with Lookup Columns in Document Libraries     649

Setting Metadata Standards with Default Values     657

Site Columns Practical Applications     659

Content Types Practical Applications     663

Creating and Using Managed Metadata     668

Content Type Syndication Hubs      674

Metadata as a Navigation Aid     674

Summary     678

Best Practices     678

23. Leveraging Social Networking Tools in SharePoint 2013     681

Creating and Exploring Personal Sites     682

Restricting User Access to and Creation of My Site Sites     699

Community Sites Explored     702

Summary     706

Best Practices     706

24. Governing the SharePoint 2013 Ecosystem     709

The Importance of Governance     710

Creating the Governance Plan     711

Governing the Farm     716

Governing Site Collections and Sites     721

Records Management in SharePoint     724

The Governance Cycle     725

Summary     726

Best Practices     726

Part V Leveraging Office Applications with SharePoint

25. Using Word, Excel, PowerPoint with SharePoint 2013     729

Support for Earlier Versions of Office with SharePoint 2013     730

Using Word 2013 with SharePoint 2013     730

Working with Document Versions in Word 2013     736

Creating Shortcuts to SharePoint 2013     738

Coauthoring Word 2013 Documents Stored in SharePoint 2013     740

Using Microsoft SkyDrive Pro with SharePoint 2013     743

Connecting SharePoint 2013 Content to Outlook 2013     749

Summary     752

Best Practices     752

26. Extending SharePoint 2013 with Excel Services, Visio Graphics Services, and Access Services     755

Working with Excel Data in SharePoint 2013     756

Getting to Know the Excel Services Service Application     757

Publishing to Excel Services     762

Visio Graphics Service Overview     773

Access Services Overview     776

Summary     777

Best Practices     777

27. Office Web Apps 2013 Integration with SharePoint 2013     779

Planning for Office Web Apps 2013 Use     780

Installing and Configuring Office Web Apps 2013     786

Testing OWA 2013 Functionality     794

Summary     799

Best Practices     799

28. Out-of-the-Box Workflows and Designer 2013 Workflows     801

Defining Workflows in the Business Environment     802

Reviewing the Workflow-Related Settings in Central Administration and Site Settings     805

Testing the Three-State Workflow     811

An Overview of Other Standard Workflows     818

Verifying the Web Application Settings for SharePoint Designer 2013 Use     819

Downloading and Installing SharePoint Designer 2013     820

Creating a Reusable Workflow from SharePoint Designer 2013     821

Summary     826

Best Practices     827

Part VI Extending the SharePoint Environment

29. Application Development with SharePoint Designer 2013 and Visual Studio 2012     829

Deciding If Development Is Required to Meet Business Needs     829

Evolution in the SharePoint Platform for Developers     832

Considering SharePoint Designer 2013 for Development     835

Creating a Workflow-Based Application in SharePoint Designer 2013     836

Using Visual Studio 2012 with SharePoint 2013     847

Developing a SharePoint 2013 App     849

Summary     869

Best Practices     869

30. Business Intelligence in SharePoint 2013 with PerformancePoint Services     871

PerformancePoint Services Overview     872

What’s New in PerformancePoint 2013     873

Getting Started with a PerformancePoint Service Application     874

Summary     900

Best Practices     900

31. Business Intelligence in SharePoint 2013 with Business Connectivity Services     903

A Brief Introduction to BCS Development     904

Consuming External Content Types     915

Writing to External Content Types     919

Business Connectivity Services Web Parts     923

Summary     929

Best Practices     929

Index     931

 

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ISBN-10: 0-13-314343-0

ISBN-13: 978-0-13-314343-0

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