10174A ENU Beta TrainerHandbook

O F F I C I A L M I C R O S O F T L E A R N I N G P R O D U C T

10174A Configuring and Administering Microsoft SharePoint 2010

Be sure to access the extended learning content on your Course Companion CD enclosed on the back cover of the book.

ii Configuring and Administering Microsoft SharePoint 2010

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Product Number: 10174A

Released: 07/2010

MICROSOFT LICENSE TERMS OFFICIAL MICROSOFT LEARNING PRODUCTS - TRAINER EDITION Pre-Release and Final Release Versions These license terms are an agreement between Microsoft Corporation and you. Please read them. They apply to the Licensed Content named above, which includes the media on which you received it, if any. The terms also apply to any Microsoft

updates,

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support services

for this Licensed Content, unless other terms accompany those items. If so, those terms apply.

By using the Licensed Content, you accept these terms. If you do not accept them, do not use the Licensed Content.

If you comply with these license terms, you have the rights below.

1. DEFINITIONS.

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Time-Sensitive Software. If the Software is not reset, it will stop running based upon the time indicated on the install of the Virtual Machines (between 30 and 500 days after you install it). You will not receive notice before it stops running. You may not be able to access data used or information saved with the Virtual Machines when it stops running and may be forced to reset these Virtual Machines to their original state. You must remove the Software from the Devices at the end of each Authorized Training Session and reinstall and launch it prior to the beginning of the next Authorized Training Session.

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Microsoft will deactivate the operating system associated with each Virtual Hard Disk. Before installing any Virtual Hard Disks on classroom Devices for use during an Authorized Training Session, you will obtain from Microsoft a product key for the operating system software for the Virtual Hard Disks and will activate such Software with Microsoft using such product key.

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o You may not install Virtual Machines and Virtual Hard Disks on portable Devices or Devices that are accessible to other networks.

o You must remove Virtual Machines and Virtual Hard Disks from all classroom Devices at the end of each Authorized Training Session, except those held at Microsoft Certified Partners for Learning Solutions locations.

o You must remove the differencing drive portions of the Virtual Hard Disks from all classroom Devices at the end of each Authorized Training Session at Microsoft Certified Partners for Learning Solutions locations.

o You will ensure that the Virtual Machines and Virtual Hard Disks are not copied or downloaded from Devices on which you installed them.

o You will strictly comply with all Microsoft instructions relating to installation, use, activation and deactivation, and security of Virtual Machines and Virtual Hard Disks.

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iv. iv Evaluation Software. Any Software that is included in the Student Content designated as Evaluation Software may be used by Students solely for their personal training outside of the Authorized Training Session.

b. Trainers Only:

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The use of the Academic Materials will be only for your personal reference or training use

You will not republish or post the Academic Materials on any network computer or broadcast in any media;

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2010 Reprinted for personal reference use only with permission by Microsoft Corporation. All rights reserved.

Microsoft, Windows, and Windows Server are either registered trademarks or trademarks of Microsoft Corporation in the US and/or other countries. Other product and company names mentioned herein may be the trademarks of their respective owners.

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copy or reproduce the Licensed Content to any server or location for further reproduction or distribution;

disclose the results of any benchmark tests of the Licensed Content to any third party without Microsofts prior written approval;

work around any technical limitations in the Licensed Content;

reverse engineer, decompile or disassemble the Licensed Content, except and only to the extent that applicable law expressly permits, despite this limitation;

make more copies of the Licensed Content than specified in this agreement or allowed by applicable law, despite this limitation;

publish the Licensed Content for others to copy;

transfer the Licensed Content, in whole or in part, to a third party;

access or use any Licensed Content for which you (i) are not providing a Course and/or (ii) have not been authorized by Microsoft to access and use;

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It also applies even if Microsoft knew or should have known about the possibility of the damages. The above limitation or exclusion may not apply to you because your country may not allow the exclusion or limitation of incidental, consequential or other damages.

Please note: As this Licensed Content is distributed in Quebec, Canada, some of the clauses in this agreement are provided below in French.

Remarque : Ce le contenu sous licence tant distribu au Qubec, Canada, certaines des clauses dans ce contrat sont fournies ci-dessous en franais.

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tout ce qui est reli au le contenu sous licence , aux services ou au contenu (y compris le code) figurant sur des sites Internet tiers ou dans des programmes tiers ; et

les rclamations au titre de violation de contrat ou de garantie, ou au titre de responsabilit stricte, de ngligence ou dune autre faute dans la limite autorise par la loi en vigueur.

Elle sapplique galement, mme si Microsoft connaissait ou devrait connatre lventualit dun tel dommage. Si votre pays nautorise pas lexclusion ou la limitation de responsabilit pour les dommages indirects, accessoires ou de quelque nature que ce soit, il se peut que la limitation ou lexclusion ci-dessus ne sappliquera pas votre gard.

EFFET JURIDIQUE. Le prsent contrat dcrit certains droits juridiques. Vous pourriez avoir dautres droits prvus par les lois de votre pays. Le prsent contrat ne modifie pas les droits que vous confrent les lois de votre pays si celles-ci ne le permettent pas.

Thank you for taking our training! Weve worked together with our Microsoft Certi ed Partners for Learning Solutions and our Microsoft IT Academies to bring you a world-class learning experiencewhether youre a professional looking to advance your skills or a student preparing for a career in IT.

Microsoft Certi ed Trainers and InstructorsYour instructor is a technical and instructional expert who meets ongoing certi cation requirements. And, if instructors are delivering training at one of our Certi ed Partners for Learning Solutions, they are also evaluated throughout the year by students and by Microsoft.

Certi cation Exam Bene tsAfter training, consider taking a Microsoft Certi cation exam. Microsoft Certi cations validate your skills on Microsoft technologies and can help differentiate you when finding a job or boosting your career. In fact, independent research by IDC concluded that 75% of managers believe certi cations are important to team performance1. Ask your instructor about Microsoft Certi cation exam promotions and discounts that may be available to you.

Customer Satisfaction GuaranteeOur Certi ed Partners for Learning Solutions offer a satisfaction guarantee and we hold them accountable for it. At the end of class, please complete an evaluation of todays experience. We value your feedback!

We wish you a great learning experience and ongoing success in your career!

Sincerely,

Microsoft Learningwww.microsoft.com/learning

1 IDC, Value of Certi cation: Team Certi cation and Organizational Performance, November 2006

Welcome!

Configuring and Administering Microsoft SharePoint 2010 xiii

Acknowledgement Microsoft Learning would like to acknowledge and thank the following for their contribution towards developing this title. Their effort at various stages in the development has ensured that you have a good classroom experience.

Dan HolmesSubject Matter Expert A graduate of Yale University and Thunderbird, Dan has spent 15 years as a consultant and trainer, delivering solutions to tens of thousands of IT professionals from the most prestigious organizations and corporations around the world. Dans company, Intelliem, is a boutique consulting and training firm with a Fortune-caliber clientele and deep expertise and experience in Windows, Active Directory, and SharePoint. From his base in beautiful Maui, Dan travels around the globe supporting customers and delivering Microsoft technologies training. Dan is also a contributing editor for Windows IT Pro and SharePoint Pro Connections magazines, a Microsoft MVP (Windows Server Directory Services, 2007, and SharePoint Server, 2008-2010), and the community lead of SharePointProConnections.com. Dan most recent two books with Microsoftthe Windows Administration Resource Kit and the training kit for the 70-640 MCTS examare at the top of the bestseller list of Windows books. He recently returned from Vancouver where he built SharePoint solutions to support the broadcast of the 2010 winter Olympics as the Microsoft Technologies Consultant for NBC Olympics, a role he played last year in Beijing and previously in Torino. You can learn more about SharePoint Server 2010 from Dans book (Microsoft Press, to be published in late 2010).

Chris GivensSubject Matter Expert Chris Givens is the CEO of Architecting Connected Systems, a course ware development company focused on advanced development topics. ACS credits include the top selling worldwide development course in SharePoint 2007. Chriss past experiences include Microsoft, Avanade, several technology startups in the Seattle area and a 5-year career at IBM. Chris grew up in Oklahoma and is a computer science graduate of the University of Tulsa in Tulsa, OK.

xiv Configuring and Administering Microsoft SharePoint 2010

Enrique LimaSubject Matter Expert Enrique Lima, a proud member of the MCT Community, has over 18 years of experience in training, application development, database development and management, IT solutions architecture and project management. In his role as a Solutions Architect at Apparatus, Enrique focuses on providing quality, informative, and engaging solutions and service to clients. As a speaker and presenter he brings in the lessons learned from the field to provide guidance in how to best leverage the tools clients will be using and exploring as they move forward with their Microsoft SharePoint Technologies and supporting tools. Enrique has been involved in architecting and developing solutions that leverage the integration of SharePoint Technologies, BizTalk, Commerce Server and Content Management Server with other Microsoft and non-Microsoft platforms.

John Ferringer Subject Matter Expert John Ferringer is a solutions architect with Apparatus, Inc, with more than six years of experience administering and supporting SharePoint technologies and more than twelve years working in the technology consulting industry. John is certified as an MCTS on several platforms, including Windows Server 2008, SharePoint 2007, System Center Operations Manager 2007, and Project Server 2007. He has co-authored the SharePoint 2007 Disaster Recovery Guide (http://tinyurl.com/spdrbook) and is hard at work on the forthcoming SharePoint 2010 Disaster Recovery Guide (http://tinyurl.com/spdr2010book), and you can find him at his blog at MyCentralAdmin.com (http://www.MyCentralAdmin.com) and on Twitter at @Ferringer (http://twitter.com/ferringer).

Ryan Powell Subject Matter Expert Ryan Powell is an Infrastructure Specialist with Apparatus, Inc. He has been administering SharePoint technologies since the very first release in 2001 and has more than eight years experience in technology consulting. Ryan is certified as a MCITP/MCTS in both SharePoint 2010 and SharePoint 2007. You can find him on Twitter at @ryanpowell20 (http://twitter.com/ryanpowell20).

Configuring and Administering Microsoft SharePoint 2010 xv

Jason MederoTechnical Reviewer Jason Medero, MCP, MCT, MCTS, MVP (WSS) is a systems architect with a concentration in SharePoint Products and Technologies and its related Microsoft technologies. Jason has been working with SharePoint Products and Technologies exclusively since 2003 and has presented at major conferences across the United States. His concentration within SharePoint is mainly on the infrastructure and architecture side. He also has in-depth experience performing large scale upgrade/migration efforts. He is currently co-authoring his third SharePoint book in which he will be writing about upgrading from SharePoint 2007 to SharePoint 2010. He is an active member of the SharePoint User Group in NJ/New York City where he sits on the speaker selection committee. He speaks frequently at SharePoint events across the country. He also contributes his SharePoint knowledge as a mentor for some of the popular forums (TechNet, Yahoo groups). You can visit his blog at www.sharepointblogs.com/JasonMedero.

Configuring and Administering Microsoft SharePoint 2010 xvii

Contents

Module 1: Introducing SharePoint 2010

Lesson 1: Evaluate the Features of SharePoint 2010 1-3

Lesson 2: Prepare for SharePoint 2010 1-34

Lesson 3: Install SharePoint 2010 1-57

Lesson 4: Advanced Installation of SharePoint 2010 1-74

Lab: Install SharePoint 2010 1-85

Module 2: Creating a SharePoint 2010 Intranet

Lesson 1: Perform Initial Farm Configuration 2-4

Lesson 2: Configuring the SharePoint Logical Structure 2-14

Lesson 3: Exploring the SharePoint Web Application and

Physical Architecture 2-50

Lab: Creating a SharePoint 2010 Intranet 2-64

Module 3: Administering and Automating SharePoint

Lesson 1: Configuring Central Administration 3-3

Lesson 2: Administering SharePoint from the Command Line 3-10

Lesson 3: Automating SharePoint Operations with Windows PowerShell 3-24

Lab A: Automate SharePoint with Windows PowerShell 3-60

Lab B: Administer SharePoint with Stsadm 3-73

Module 4: Configuring Content Management

Lesson 1: Optimize Content Storage and Access 4-3

Lab: A Configuring List Throttling and Remote BLOB Storage 4-29

Lesson 2: Manage Site Content Types and Site Columns 4-40

Lesson 3: Configure the Managed Metadata Service 4-53

Lab B: Configuring Managed Metadata 4-96

xviii Configuring and Administering Microsoft SharePoint 2010

Module 5: Configuring Authentication

Lesson 1: Understanding Classic SharePoint Authentication Providers 5-3

Lesson 2: Understanding Federated Authentication 5-24

Lab A: Configuring Custom Authentication 5-34

Lab B: Configuring Secure Store 5-40

Module 6: Securing Content

Lesson 1: Administering SharePoint Groups 6-3

Lesson 2: Implementing SharePoint Roles and Role Assignments 6-20

Lesson 3: Securing and Auditing SharePoint Content 6-32

Lab: Configuring Security for SharePoint Content 6-41

Module 7: Managing SharePoint Customizations

Lesson 1: Customizing SharePoint 7-3

Lesson 2: Deploying and Managing Features and Solutions 7-14

Lesson 3: Configuring Sandboxed Solutions 7-30

Lab A: Administering Features and Solutions 7-38

Lab B: Administering Sandboxed Solutions 7-44

Lab C: Administering the Developer Dashboard 7-52

Module 8: Configuring and Securing SharePoint Services and Service Applications

Lesson 1: Securing the Enterprise SharePoint Service 8-3

Lesson 2: Securing and Isolating Web Applications 8-19

Lesson 3: Services and Service Applications 8-24

Lab A: Administering SharePoint Services 8-41

Lab B: Configuring Application Security 8-47

Lab C: Configuring Service Applications 8-53

Configuring and Administering Microsoft SharePoint 2010 xix

Module 9: User Profiles and Social Networking

Lesson 1: Configuring User Profiles 9-3

Lesson 2: Implementing SharePoint 2010 Social Networking Features 9-17

Lab: A: Configuring User Profiles 9-29

Lab: B: Administering My Sites 9-40

Module 10: Administering and Configuring SharePoint Search

Lesson 1: Configuring Search 10-3

Lesson 2: Refining Search 10-24

Lab A: Configuring Search 10-31

Lab B: Tuning SharePoint Search 10-47

Module 11: Implementing Office Web Apps

Lesson 1: Understanding Business Connectivity Services 11-4

Lesson 2: Configuring Excel Services 11-13

Lesson 3: Understanding PerformancePoint Services 11-22

Lesson 4: Implementing InfoPath Forms Services 11-29

Lesson 5: Implementing Visio Services 11-36

Lesson 6: Implementing Access Services 11-41

Lesson 7: Implementing Office Web Apps 11-46

Lab: Implement Office Web Apps 11-51

Module 12: Installing and Upgrading to SharePoint 2010

Lesson 1: Installing SharePoint Server and Farms 12-4

Lesson 2: Upgrading to SharePoint 2010 12-15

Lesson 3: Evaluating Installations and Upgrades 12-31

Lesson 4: Configuring SharePoints Operational Settings 12-37

Lesson 5: Updating SharePoint 12-49

Lab A: Preparing SharePoint 2007 for Upgrade to SharePoint 2010 12-59

Lab B: Upgrading SharePoint 2007 to SharePoint 2010 12-70

xx Configuring and Administering Microsoft SharePoint 2010

Module 13: Implementing Business Continuity

Lesson 1: Protecting and Recovering Content 13-4

Lesson 2: Working with Backup and Restore for Disaster Recovery 13-10

Lesson 3: Implementing High Availability Solutions 13-27

Lab A: Implementing a Backup Strategy 13-42

Lab B: Implementing a Restore Strategy 13-50

Module 14: Monitoring and Optimizing SharePoint Performance

Lesson 1: Monitoring Logs 14-4

Lesson 2: Configuring SharePoint Health Analyzer 14-11

Lesson 3: Configuring Usage Reports and Web Analytics 14-17

Lesson 4: Monitoring and Optimizing SharePoint Performance 14-22

Lab A: Configuring SharePoint Monitoring 14-28

Lab B: Analyzing SharePoint Health 14-31

Lab C: Reporting SharePoint Usage 14-36

Lab Answer Keys Appendix

About This Course i

About This Course This section provides you with a brief description of the course, audience, suggested prerequisites, and course objectives.

Course Description This five-day instructor-led course provides teaches students how to install, configure and administer SharePoint, and also manage and monitor sites and users by using SharePoint 2010.

Audience This course is intended for IT Professionals who are experienced Windows Server 2003 or 2008 administrators and are interested in learning how to administer SharePoint 2010. The course is also intended for part time Business Application Administrators (BAAs) who are engaged in the administering line-of-business (LOB) applications in conjunction with internal business customers.

Student Prerequisites In addition to their professional experience, students who attend this training should have experience:

Administering Active Directory: creating and managing user and group accounts, delegation of administration, configuring Group Policy

Administering network infrastructure: DNS, TCP/IP connectivity General conceptual awareness of Microsoft .NET Framework as it relates to

SharePoint 2010

Administering SQL Server 2005 or 2008: creating logons, assigning roles, using SQL Management Studio

One year experience using Windows PowerShell cmdlets General security and authentication practices

About This Course ii

Course Objectives After completing this course, students will be able to:

Prepare for and install SharePoint 2010. Configure the fundamental service and logical components of a SharePoint

implementation.

Administer SharePoint using the user interface, the command line, and Windows PowerShell.

Manage content in Lists and Libraries. Administer identities and authentication. Secure content in SharePoint sites. Manage customizations to a SharePoint implementation. Configure SharePoint services and applications. Configure SharePoint social networking features. Manage SharePoint search. Configure farms, servers, service applications, and web applications. Install, upgrade, configure, and operate a SharePoint farm. Configure high availability and recoverability. Monitor and optimize SharePoint performance.

Course Outline This section provides an outline of the course:

Module 1, Introducing SharePoint 2010: The goal of this module is to enable students to prepare for and install the first server in a SharePoint 2010 farm.

Module 2, Creating a SharePoint 2010 Intranet: The goal of this module is to enable students to configure and administer the fundamental components of a SharePoint farm, including its configuration, logical structure, user-facing features, and underlying engine.

About This Course iii

Module 3, Administering and Automating SharePoint: The goal of this module is to enable students to apply the full range of options for administering and automating SharePoint: Central Administration, STSADM, and PowerShell. The module also introduces students to the logs.

Module 4, Configuring Content Management: The goal of this module is to enable students to manage content (lists, libraries, items and documents)

Module 5, Configuring Authentication: The goal of this module is to enable students to administer authentication to SharePoint web applications.

Module 6, Securing Content: The goal of this module is to enable students to manage security of SharePoint content within a web application.

Module 7, Managing SharePoint Customizations: The goal of this module is to enable students to manage customizations to the SharePoint environment.

Module 8, Configuring and Securing SharePoint Services and Applications: The goal of this module is to enable students to manage the SharePoint service as a whole, as well as individual services and service applications.

Module 9, Implementing Productivity Service Applications The goal of this module is to enable students to configure specific service applications.

Module 10, User Profiles and Social Networking: The goal of this module is to enable students to manage user profiles, My Sites, and social content.

Module 11, Administering and Configuring SharePoint Search: The goal of this module is to enable students to configure SharePoint Search.

Module 12, Installing and Upgrading to SharePoint 2010: The goal of this module is to enable students to install and upgrade to SharePoint 2010 in a variety of scenarios, and to keep SharePoint 2010 up-to-date.

Module 13, Implementing Business Continuity: The goal of this module is to enable students to configure business continuity for SharePoint.

Module 14, Monitoring and Optimizing SharePoint Performance : The goal of this module is to enable students to monitor SharePoint performance, health, and usage, and to identify and remediate performance and health problems.

About This Course iv

Course Materials The following materials are included with your kit:

Course Handbook. A succinct classroom learning guide that provides all the critical technical information in a crisp, tightly-focused format, which is just right for an effective in-class learning experience.

Lessons: Guide you through the learning objectives, and provide the key points that are critical to the success of the in-class learning experience.

Labs: Provide a real-world, hands-on platform for you to apply the knowledge and skills learned in the module.

Lab Answer Keys: Provide step-by-step lab solution guidance at your fingertips, when it is needed.

Course CD. Provides additional resources pertaining to this course. Resources: Include well-categorized additional resources that give you

immediate access to the most up-to-date premium content on TechNet, MSDN, Microsoft Press

Lab Answer Keys: Include answer keys in digital form to use during lab time. Virtual Machine Build Guide: Provides the step-by-step information needed

recreate the Virtual Machine/Server images with appropriate configuration.

Send Us Your Feedback Instructions: Provide you with an opportunity to send feedback on the all aspects of the course.

Student Course Files: Include the Allfiles.exe, a self-extracting executable file that contains all the files required for the labs and demonstrations.

Note: To open the Web page, insert the Course CD into the CD-ROM drive, and then in the root directory of the CD, double-click StartCD.exe.

Course evaluation. At the end of the course, you will have the opportunity to complete an online evaluation to provide feedback on the course, training facility, and instructor.

To provide additional comments or feedback on the course, send e-mail to [email protected]. To inquire about the Microsoft Certification Program, send e-mail to [email protected].

About This Course v

Virtual Machine Environment This section provides the information for setting up the classroom environment to support the business scenario of the course.

Virtual Machine Configuration In this course, you will use Hyper-V to perform the labs.

The following table shows the role of each virtual machine used in this course.

Virtual machine Role

10174A-CONTOSO-DC-A Domain controller in the Contoso domain

10174A-CONTOSO-DC-B Domain controller in the Contoso domain

10174A-CONTOSO-DC-C Domain controller in the Contoso domain

10174A-CONTOSO-DC-D Domain controller in the Contoso domain

10174A-CONTOSO-DC-E Domain controller in the Contoso domain

10174A-CONTOSO-DC-F Domain controller in the Contoso domain

10174A-CONTOSO-DC-FINAL Domain controller in the Contoso domain

10174A-SP2007-WFE1-F SharePoint 2007 Server

10174A-SP2007-WFE1-G SharePoint 2007 Server

10174A-SP2010-WFE1-A SharePoint 2010 Server

10174A-SP2010-WFE1-B SharePoint 2010 Server

10174A-SP2010-WFE1-C SharePoint 2010 Server

10174A-SP2010-WFE1-D SharePoint 2010 Server

10174A-SP2010-WFE1-E SharePoint 2010 Server

10174A-SP2010-WFE1-FINAL SharePoint 2010 Server

About This Course vi

Software Configuration The following software is installed on the virtual machines:

Windows Server 2008 R2 Microsoft SharePoint 2010 Microsoft Office SharePoint Server 2007 Microsoft Office 2010 Microsoft SQL Server 2008 R2

Course Files There are files associated with the labs in this course. The lab files are located on the student computers.

Classroom Setup Each classroom computer will have the same virtual machine configured in the same way.

Course Hardware Level To ensure a satisfactory student experience, Microsoft Learning requires a minimum equipment configuration for trainer and student computers in all Microsoft Certified Partner for Learning Solutions (CPLS) classrooms in which Official Microsoft Learning Product courseware are taught.

Introducing SharePoint 2010 1-1

Module 1 Introducing SharePoint 2010

Contents: Lesson 1: Evaluate the Features of SharePoint 2010 1-3

Lesson 2: Prepare for SharePoint 2010 1-34

Lesson 3: Install SharePoint 2010 1-57

Lesson 4: Advanced Installation of SharePoint 2010 1-74

Lab: Install SharePoint 2010 1-85

1-2 Configuring and Administering Microsoft SharePoint 2010

Module Overview

Microsoft SharePoint 2010the collection of products and technologies that includes SharePoint Server 2010 and SharePoint Foundation 2010offers a broad range of functionality that addresses a vast number of business collaboration scenarios. The SharePoint platform sits on, and depends on, a number of other Microsoft products and technologies.

In this module, you explore the role of SharePoint 2010 in delivering business collaboration solutions in the enterprise and on the Internet. You then learn what it takes to get SharePoint up and runningfrom preparing your infrastructure, to configuring related technologies and products, to deploying SharePoint servers and farms using both out of box installation wizards and scripts.


Lesson 1 Evaluate the Features of SharePoint 2010

SharePoint 2010 is the business collaboration platform for the enterprise and the Internet. Behind this simple value proposition is a complex and powerful platform that delivers rich functionality to address a vast range of business needs. In this lesson, you learn just how much technology is wrapped up by those 13 words, and you dissect the technical capabilities and features that are driving enterprises around the world to adopt SharePoint 2010.

After completing this lesson, you will be able to:

Describe the value proposition of SharePoint 2010. Describe the SharePoint 2010 platform. Describe the key SharePoint products and technologies. Describe the key SharePoint capabilities, such as sites, communities, content,

search, insights, and composites.


The Value Proposition of SharePoint 2010

The value proposition for SharePoint is, SharePoint is the business collaboration platform for the enterprise and the Internet. Microsoft invested heavily in the development of SharePoint Server 2010 to deliver features that enable an enterprise to do the following:

Deliver the best productivity experience. The end-user experience of SharePoint Server 2010 builds on familiar user interfaces and tools.

Cut costs with a unified infrastructure. SharePoint 2010 performs roles that have been, in many enterprises, provided by other disparate systems. Now those roles can be consolidated on to SharePoint 2010.

Rapidly respond to business needs. SharePoint 2010 provides a diverse feature set addressing many business collaboration scenarios, with out of box functionality, a rich collection of community-generated solutions, and extensibility to support custom solutions.

Microsoft describes SharePoint 2010 as a series of benefits and features that support those benefits. Features are grouped into categories called capabilities that deliver solutions to related business scenarios.


The SharePoint Platform

SharePoint is a platform that itself extends and depends on many components of the broader Microsoft technologies suite.

This visualization of the platform shows the dependenciesboth required and availablebetween components of the technology stack. Each component of the platform contributes specific features and functionality.

Windows Server 2008 or Windows Server 2008 R2 provides the core operating system functionality, including the security subsystem.

The Microsoft .NET Framework provides the framework for SharePoint, which is a .NET application running within Internet Information Services (IIS).

SharePoint Foundation 2010 delivers fundamental SharePoint functionality including service management, security, integration with Microsoft Office client applications, and core collaborative features such as lists and libraries.

SharePoint Server 2010 builds on SharePoint Foundation, adding social networking, enterprise search, business intelligence, and other features.

The features provided by SharePoint Foundation 2010 and SharePoint Server 2010 are detailed later in this module.


SharePoint uses identity services that can include the Active Directory directory service or other Claims-based authentication providers. Some of these identity services, such as forms-based authentication, rely on the .NET Framework.

SharePoint content is stored in Microsoft SQL Server. SharePoint is a highly extensible platform. Independent software vendors

(ISVs), the community, customers, and Microsoft itself deliver solutions that depend on SharePoint Foundation or SharePoint Server.


SharePoint Products and Technologies

There is a wide array of products and technologies that make up SharePoint.

SharePoint products and technologies include the following:

SharePoint Foundation 2010. SharePoint Server 2010 for Intranet Scenarios, which is licensed with Standard

or Enterprise features. The features provided by SharePoint Foundation 2010 and SharePoint Server 2010 are detailed later in this module.

SharePoint Server 2010 for Internet Sites, which is licensed for access by large numbers of users and by nonauthenticated users.

Office Web Apps, which are discussed in Module 11, Implementing Enterprise Features.

FAST Search for SharePoint 2010. FAST Search for SharePoint 2010 for Internet Sites, which is licensed for

access by large numbers of users and by nonauthenticated users.

Search Server 2010 and Search Server Express 2010, which provide the search functionality of SharePoint Server.


Additionally, a vast selection of community-generated solutions and applications by ISVs extends the capabilities and feature set of SharePoint 2010.

It is important that you understand your business requirements so that you can choose the best mix of products and technologies.


Sites

The sites capability includes functionality that delivers and personalizes content to users, provides manageability and scalability to administrators, enables developers to customize and extend SharePoint, and allows an enterprise to implement SharePoint along with other solutions or to consolidate the functionality provided by disparate collaboration solutions into SharePoint.

Content Delivery The sites capability offers the following components, features, and functionality to deliver content to users:

Core content structures Web applications, site collections, sites, lists, libraries

Services to render content Multiple browsers Mobile browsers Accessibility standards (WCAG 2.0)


Rich Web experience Ribbon user interface (UI): Familiar Office UI Web Edit: Rich content editing

Interfaces for rich and offline client experiences Office client applications SharePoint Workspace Office Web Applications

Following are some important points related to content delivery:

SharePoint Foundation 2010 delivers the core functionality of SharePoint and provides most of the features in the sites capability.

Content structures such as Web applications, site collections, and sites, are discussed in Module 2, Creating a SharePoint 2010 Intranet.

SharePoint 2010 features significantly expand browser support, which are detailed in Lesson 2 of this module. Additionally, you can access content can using mobile browsers.

SharePoint is compliant with WCAG 2.0 accessibility standards out of the box. A number of components, services, features, and interfaces of SharePoint are

designed to deliver a unified, efficient, and familiar experience to end users.

SharePoint 2010 offers a variety of modalities through which users can interact with content, including Office client integration, SharePoint Workspace and other applications that provide offline access to SharePoint, and Office Web Apps, which enable browser-based viewing, editing, and coauthoring of documents.

Question: What important business objectives do the content delivery capabilities in the sites capabilityits components, features, and the many ways it gives you to interact with contentsupport?


Content Personalization The sites capability offers the following components, features, and functionality to support personalizing the delivery of content:

Features that personalize the users experience with content My Sites User tagging Content targeting Multilingual support

Following are some important points related to content personalization:

One user may not need, want, or be allowed to see the same content that another user sees. The SharePoint sites capability delivers functionality to individualizeto personalizethe user experience.

My Site is a users individual Web page, exposing that users profile, shared information and documents, expertise, organizational relationships, and social activities to other users. Additionally, a users My Site can provide a personalized navigation and view of enterprise resources.

User tagging is an important new functionality of SharePoint 2010. Documents, lists, libraries, sites, and users can be tagged. These tags can then be used to associate a user with content that is of interest to that person.

Content targeting is the ability of an administrator to push content to one or more users based on those users shared characteristics, including their group membership.

SharePoint provides multilingual support. SharePoint can support content, services, and tags in a wide range of languages. A site can be rendered in a particular language to a user in that users language and can be switched to another language on the fly.


Manageability and Scalability The sites capability offers the following components, features, and functionality to ensure scalable, manageable deployment in an enterprise:

Central management Governance, security, and compliance at multiple levels of every feature Operations management Deploy, secure, configure, backup, monitor, audit, and update Central Administration (UI) and Windows PowerShell support Tools and guidance Enterprise scalability, manageability, and availability Capacity Topology Performance High availability

SharePoint is centrally managed using the Central Administration site and Windows PowerShell. It supports governance, security, and compliance at multiple levels, for almost every feature.

SharePoint Server 2010 provides greater scalability, manageability, and availability.

Customization and Extensibility The sites capability offers the following components, features, and functionality to enable an organization to customize and extend SharePoint:

Theming and branding Out of the box solutions, templates, and Web Parts Custom solutions: From no-code to Microsoft Visual Studio

Workflow, SharePoint Designer, InfoPath Services, Microsoft Visio Services, Microsoft Excel Services, Microsoft Access Services

Microsoft .NET, Microsoft Silverlight Business Connectivity Services: Interact with line-of-business data


SharePoint and client object models Web services, application programming interfaces (APIs; SharePoint and

client object models), REST

ISV and community solutions Codeplex: http://www.codeplex.com

Manageability: Constrain, debug, manage application life cycle

Following are some important points related to customization and extensibility:

Themes and branding features support customizing the look and feel of SharePoint sites.

You can deliver rich functional solutions using out of the box solutions, templates, and Web Parts.

SharePoint is a platform on which you can easily create and deploy solutionsfrom simple, no-code solutions to more complex solutions developed with Visual Studio.

SharePoint provides ways to interact with line-of-business applications and data sources. One of the most important data connection and interoperability features is Business Connectivity Services.

There is a vast ecosystem of community and ISVs who support and extend SharePoint.

With SharePoint, an enterprise can govern and manage code customizations and extensions.

Interoperability and Platform Consolidation The sites capability offers the following components, features, and functionality to support a variety of relationships with other systems in an enterprise:

Interoperability Platform consolidation Replace point solutions Integrated capabilities: One platform for intranet, extranet, and Internet


SharePoint provides a unified infrastructure that delivers a broad range of functionality that might take several tools from other vendors to deliver, at which point you have to know how to integrate them. This infrastructure gives you a way to deploy, secure, manage, maintain, back up, and monitor operations.

Question: What are the business outcomes supported by interoperability?

Question: What are the business outcomes supported by platform consolidation?

Additional Reading Microsoft SharePoint 2010 Sites (SP2010_Sites_Datasheet.pdf) at

http://go.microsoft.com/fwlink/?LinkID=197249&clcid=0x409.


Communities

The communities capability encompasses much of what people think of as business collaboration.

Enterprise Collaboration The communities capability offers the following components, features, and functionality to enable collaboration between users:

Lists Fundamental construct in which content is stored Out of box lists: Calendar, contacts, tasks, announcements, surveys

Libraries Fundamental construct in which documents are stored Version control, check in, check out, document workflows


Alerts and Really Simple Syndication (RSS) Business process automation: Workflows Out of box workflows Document routing SharePoint Designer 2010

SharePoint Foundation delivers much of the out of box enterprise collaboration functionality that makes up the communities capability.

Identity and Profile The communities capability offers the following components, features, and functionality to define a user and the user profile:

My Sites User profiles Active Directory and other sources Attributes: Biography, job title, location, contact information, previous projects,

interests, skills

Photos, presence, and contact card Organizational relationships Manager, teams, colleagues (Add a Colleague) Expertise: Assigned or professed (Ask Me About) Social data mining SharePoint teams Office Communicator contacts E-mail communication patterns and content

Colleague and keyword suggestion Following are some important points related to identity and profiles:

My Sites are the social networking hub for interacting with individuals in an organization, designed to help build relationships between users and to connect people in an organization.


User profiles are a collection of attributes that can be synchronized with Active Directory and other sources. Users can also define their own attributes. A users My Site exposes the users profile, and SharePoint enables the organization and the individual to manage the visibility of profile attributes to various audiences.

User photos, presence, and contact information is displayed throughout the SharePoint UI.

Relationships are defined by authoritative sources, such as Active Directory, by user membership in teams, and by users who can add their own colleagues.

Expertise can be defined centrally and by the user through the Ask Me About section of their profile.

SharePoint can discover and suggest areas of expertise by mining the users memberships, contacts, e-mail communication patterns, and e-mail content.

Through such mining activities, SharePoint can suggest keywords and colleagues to help users refine their profile.

User-Generated Content and User Feedback The communities capability offers the following components, features, and functionality so that users can generate unstructured content and provide feedback regarding content of any type:

User-generated content Blogs, wikis (with rich media), discussions, podcasting, videos Status update My Network feed Activity Recent Activities feed

User feedback Share & Track tab on the Ribbon

Tags Social/content tagging and expertise tagging Tag cloud control Tag profiles: Communities of interest around a tag


Ratings Note board: Comments and questions Social bookmarking

Following are some important points related to user-generated content and user feedback:

User-generated content typically refers to less-structured forms of content, including blogs, wikis, and discussion forums. It also refers to microblogging activities such as when users update their status or even simply author a document.

User feedback encompasses activities and channels through which users give input on content. User feedback information can help users discover and make use of content based on what others think of the content.

The note board is similar to the wall in Facebook. A users My Site has a note board, but any site, library, list, or document can also have a note board.

Social bookmarking is a way to share favorite sites with a community of users and to discover new sites and resources from colleagues with similar interests. It replaces the My Links feature in SharePoint 2007.

Business Communities By combining the power of collaborative capabilities with social computing technologies, SharePoint enables an organization to achieve the goals of both the customer (user base) and manager (IT) of the technology.

Manageability and Extensibility The communities capability offers the following components, features, and functionality to enable an organization to manage and extend SharePoint:

Security, privacy, and compliance Centralized configuration and management of business policies Monitoring, auditing, and reporting Balance governance with empowerment

Extensibility Enterprise social networking with SharePoint is manageable, secure, and compliant.


Content

A fundamental output of users and business collaboration activities is content. The content capability delivers functionality that supports the management of content throughout its life cycle. SharePoint interoperates with or replaces other content management systems.

Support for Content and Interaction with Content The content capability offers the following components, features, and functionality to support a tremendous range of content and a diverse set of modalities with which to interact with content.

Support for a tremendous range of content Documents Records Web content Rich media: Audio, video


Interaction with content Viewing Editing Coauthoring Output (Word Automation)

Following are some important points related to support for content and interaction with content:

Users can store just about any type of content in SharePoint, including content that has been traditionally stored in distinct systems.

SharePoint provides numerous modalities in which users can interact with content, including viewing (in the browser or in client applications), output, editing, and even concurrent coauthoring, with the Office Web Apps.

Question: What business outcomes does SharePoints support for a variety of content types and modalities of interaction with the content facilitate?

Document and Records Management The content capability offers the following components, features, and functionality to enable an enterprise to manage documents and records:

Content Organizer: Document routing Unique document IDs and permalinks Document sets In-place records management Cross-farm content policy and rules

Access, information rights Retention, legal holds, disposition

Location-based policy Automatic application of metadata


Following are some important points related to document and records management:

Document and records management features are integrated into every site. You can specify document routing rules that allow documents to be dropped

into a library and then automatically moved to the appropriate library based on metadata and business logic.

You can create document sets, which are collections of documents that can be treated as a unit, with a collective version history and metadata that applies to the collection.

You can specify metadata, retention schedules, record declarations, and legal holds and apply them consistently. SharePoint provides for multistage disposition of documents. Policies can be location-based.

SharePoint can automatically apply metadata based on a documents location and other business logic.

Question: What are the business outcomes supported by SharePoints support for a variety of content types and modalities of interaction with the content?

Definition of Content and Metadata The content capability offers the following components, features, and functionality to define content and metadata, and thereby to create and manage content:

Structured and unstructured content Blogs, wikis, discussion forums Defined content types with metadata, workflows, templates, and rights

management

Managed Metadata Service Tags: Taxonomy & folksonomy Multilingual metadata Enterprise content types


Use of metadata Tagging content: Manual and automatic Visibility of tags: Item, site, client Metadata-driven navigation Search refiners

Following are some important points related to definition of content and metadata:

SharePoint supports content that is unstructured and free-form, such as blogs, wikis, and discussion forums, as well as highly structured content and everything in between.

The Managed Metadata Service (MMS), new in SharePoint 2010, provides a central repository and management capability for what are generally called tags. Tags are arranged in a hierarchical structure that can be delegated to appropriate business owners. Tags can be centrally driven (taxonomy) or user submitted (folksonomy) or both, and tags are enabled for multiple languages.

The MMS also deploys content types across sites, site collections, Web applications, and farms so that an enterprise can maintain better control over the definition of and metadata associated with content, as well as information management policies for that content.

You can use metadata (tags) in numerous ways, and SharePoint 2010 provides a variety of methods with which to tag content and view tags. You can even have tags applied to content automatically, based on the items location or other rules. Additionally, you can use metadata to create dynamic navigation and to provide search refiners.

Manageability and Extensibility The content capability offers the following components, features, and functionality to enable an organization to manage and extend SharePoint:

Manageability Deploy across sites, site collections, Web applications, and farms Secure, configure, and audit use of metadata

Remote binary large object (BLOB) storage


Integrate with other systems and legacy repositories Open, highly documented, extensible platform Support for interoperability standards XML, SOAP, RSS, REST, WebDAV, and WSRP

Some important points related to manageability and extensibility of the content capability are as follows:

The MMS and other services related to the content capability are manageable and governable across your entire enterprise.

SharePoint can store content in remote systems, including the file system, using remote BLOB storage.

SharePoint is a platform that you can extend in numerous ways, and it supports many interoperability standards.

Question: What are the business outcomes supported by extensibility and interoperability in the content capability?

Additional Reading Microsoft SharePoint Server Content (SP2010_Content_Datasheet.pdf) at



Search

Users can browse SharePoints content structuressites, lists, and librariesfor content, but of course searching is often a more effective means of locating content. The search capability is self-explanatory and is detailed in Module 11.

People and Expertise Search The search capability offers the following components, features, and functionality to search for people and expertise:

Unlock knowledge not found in documents Communications Behaviors Relationships

Organization chart browser


Search Nickname and phonetic matching Recently authored content People- and expertise-specific refinement

Responsibilities, memberships, past projects, interests

Following are some important points related to people and expertise search:

You can connect with people and expertise by using search skills, tools, and experiences that you typically apply to searching for content.

With people and expertise search, you can unlock the knowledge that is not stored in traditional content and the value that is found in people-to-people connections and social behavior.

SharePoint 2010 features an organization browser that exposes a visual, navigable view of organizational relationships.

In addition to looking for people and expertise, you can use people and expertise metadata to improve the relevance and refine the results of traditional content searches.

Content Sources, Indexing, and Query The search capability offers the following components, features, and functionality to make content available for effective and efficient searching:

Content sources and indexing Support for 400+ structured and unstructured content types Advanced content processing with strong linguistics Eighty-five languages Ability to build and manage connections to external content repositories Common connector framework

Query Search scopes Enhanced query syntax Thesaurus and noise words


Phonetic and nickname people search Query suggestions (Did you mean?)

Following are some important points related to content sources, indexing, and query:

SharePoint is able to connect to and index a staggering range of content sources and content, and with the common connector framework, a developer can build connections to other content sources that can then be managed and queried like out of box content sources.

The query experience is rich and is supported with features that significantly improve your ability to find the information you are looking for.

Results and Relevance The search capability offers the following components, features, and functionality to produce accurate and helpful results:

Results are security trimmed. Results are federated. Results have improved relevance based on usage and history. Results are presented in context to the user and the users profile. Results have social relevance.

Click-through behavior of results from related queries Social distance

Related searches

Following are some important points related to results and relevance:

Users see only results for content to which they have access. SharePoint search results are federated, meaning that you see a unified list of

results from all query services.


Search results are relevant, presented using algorithms that include click-through behavior, usage, history, the users own profile, and social distance.

SharePoint even lists related searches along with search results, thereby pointing you toward search queries that may help you find the information you need.

User Search Experience The search capability offers the following components, features, and functionality to provide users with a rich search experience:

Results Hit highlighting Results summaries

Visual search Thumbnails Previews View in browser

Refinement panel and sorting driven by metadata Includes social distance, other people, and expertise metadata Exact result counts with refiners (FAST)

Search from the desktop, browser, or Windows mobile device

Following are some important points related to user search experience:

Search results are rich, with hit highlighting, summaries, and visual search features including thumbnails, previews, and view-in-browser.

Metadata-driven refinement including social metadata provides navigation, sorting, filtering, and narrowing down your results. Adding FAST provides exact result counts.

Users can search SharePoint from the desktop using Windows 7 federated search, from one of several browsers on several platforms, or from a Windows mobile device.


Manageability and Extensibility The search capability offers the following components, features, and functionality to enable an organization to manage and extend SharePoint:

Infrastructure Scalability: Improved topology, algorithms, and performance FAST integration

Manageability Tune index and query behavior: Relevance, best bets Monitor user search behavior

Extensibility Leverage the query object model and Web Parts Create search-driven applications to enrich platform Integrate with and aggregate other systems and information

Following are some important points related to manageability and extensibility of the search capability:

SharePoint search is highly scalable. FAST enhances the out of box SharePoint search experience with numerous

performance-enhancing and value-added features.

SharePoint provides a unified administrative and management experience. SharePoint is extensible to support federation, aggregation, integration, and

custom search applications.

Additional Reading SharePoint Search Datasheet (SP2010_Search_Datasheet.pdf) at



Insights

The insights capability encompasses functionality that you can use to connect to data sources and present the data in meaningful ways that support decision making. It is the capability that most closely aligns with what the industry refers to as business intelligence.

Information Sources The insights capability offers the following components, features, and functionality to connect with information from a broad range of data sources:

SharePoint Business Connectivity Services: External data and systems PerformancePoint Services: Interactive scorecards and dashboards Visio Services: Browser-based rendering of Visio diagrams, including filtering,

interaction with objects, and connections to data


Excel Services Secure, manage, and share Excel workbooks Rendered in the browser Embed workbooks in apps, desktop, blogs, and wikis Programmability: JavaScript object model and REST API

PowerPivot, SQL Analysis Services

Following are some important points related to information sources:

With self-service access to information, users can discover and manage their aspect of the business with access to the right information.

Business Connectivity Services connects you with external data and systems. PerformancePoint Services provide interactive scorecards and dashboards. Visio Services provides browser-based rendering of Visio diagrams and

includes filtering, interaction with objects, and connections to data sources.

With Excel Services, you can secure, manage, and use Excel workbooks as interactive reports rendered in the browser. You can embed workbooks in applications, blogs, and wikis and on the desktop. New programmability features include JavaScript object model and REST API.

PowerPivot and SQL Analysis Services provide powerful reporting and analysis of very large data sets.

Presentation and Visualization of Information The insights capability offers the following components, features, and functionality to aggregate information and present it in meaningful and productive ways:

Presentation of information Dashboards Scorecards Chart Web Part Generate charts from Excel workbooks, Business Connectivity Services, or

SharePoint lists


Status Indicator Lists Key Performance Indicator (KPI) details highlighting ownership, date

stamps, and thresholds

Analytics and visualizations Drill-down for deeper analysis and to understand issues and causality Root cause analysis Decomposition tree Simplified navigation and interaction with information

Following are some important points related to presentation and visualization of information:

Dashboards and scorecards are collections of information created from reusable components and data from SharePoint, PerformancePoint Services, Business Connectivity Services, Excel Services, Visio Services, PowerPivot, SQL Server Analysis Services, chart Web Parts, status indicators, and other Web Parts.

Chart Web Part generates charts from Excel workbooks, Business Connectivity Services, or SharePoint lists.

Status Indicator Lists show Key Performance Indicator (KPI) details highlighting ownership, date stamps, and thresholds.

Rich analytics and visualizations provide root cause analysis and the decomposition tree.

You can drill-down on scorecards to understand issues and causality and to perform deeper analysis.

Additional Reading Microsoft SharePoint Server 2010 Insights (SP2010_Insights_Datasheet.pdf)

at http://go.microsoft.com/fwlink/?LinkID=197252&clcid=0x409


Composites

The composites capability offers the following components, features, and functionality to empower users to create no-code solutions that target specific needs and to enable an enterprise to manage ad hoc solutions:

Access Services: Publish Access databases as Web apps Business Connectivity Services

Read-write access to back-end data Disconnected experience: Microsoft Office Outlook, Microsoft Office

Word, SharePoint Workspace

Customizations: Browser, SharePoint Designer Workflows: Out of box, SharePoint Designer, Visio Forms: Customized Web forms or forms-based applications Visio: Publish diagrams, interact with objects and data


Manageability Governance over all no-code solutions features Control over infrastructure, data, and applications

Following are some important points related to the composites capability:

SharePoint gives you a plethora of ways to create a custom application without writing a single line of code.

The enterprise gains control over such custom applications and can apply governance and security measures that are not possible when applications are ad hoc and not centrally managed.

Additional Reading Microsoft SharePoint Composites (SP2010_Composites_Datasheet.pdf) at



Lesson 2 Prepare for SharePoint 2010

As you learned in the previous lesson, SharePoint 2010 is a platform that itself relies on a wide range of other Microsoft technology platforms. Before you can install SharePoint 2010, you must prepare your hardware and software environment to support the dependencies and interactions with SharePoint products and technologies.

After completing this lesson, you will be able to:

Identify the roles and topologies in SharePoint farms. Describe the infrastructure requirements for installing SharePoint 2010. Describe the prerequisites for installing SharePoint 2010. Install the software prerequisites for SharePoint. Describe the interaction between SharePoint services, Active Directory, and

SQL Server.


Create the various user accounts required to install SharePoint. Assign permissions and rights required to install SharePoint. Describe the client browser and application requirements for installing

SharePoint 2010.


Roles and Topologies in SharePoint Farms

A SharePoint farm consists of one or more servers playing one or more roles.

The Web front-end (WFE) role renders content to users, and therefore hosts the Web applications (Web sites) with which users interact.

The content of those Web sites is stored in a SQL Server database, which is therefore another role, the database role.

A number of services and applications provide functionality, such as search, and administrative and management capabilities, such as Central Administration. Each of these is a distinct role, and a server hosting one of these back-end services or administrative sites is referred to as playing an application server role.

The roles can be consolidated on a single server or spread across multiple servers in a variety of topologies. These topologies are summarized on the slide and are detailed in Module 12, Installing and Upgra