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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

10174AConfiguring and AdministeringMicrosoft® SharePoint® 2010

Volume 1

Be sure to access the extended learning content on your

Course Companion CD enclosed on the back cover of the book.


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ii Configuring and Administering Microsoft® SharePoint® 2010

Information in this document, including URL and other Internet Web site references, is subject to

change without notice. Unless otherwise noted, the example companies, organizations, products,

domain names, e-mail addresses, logos, people, places, and events depicted herein are fictitious,

and no association with any real company, organization, product, domain name, e-mail address,

logo, person, place or event is intended or should be inferred. Complying with all applicable

copyright laws is the responsibility of the user. Without limiting the rights under copyright, no partof this document may be reproduced, stored in or introduced into a retrieval system, or transmitted

in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise), or for

any purpose, without the express written permission of Microsoft Corporation.

Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual

property rights covering subject matter in this document. Except as expressly provided in any

written license agreement from Microsoft, the furnishing of this document does not give you any

license to these patents, trademarks, copyrights, or other intellectual property.

The names of manufacturers, products, or URLs are provided for informational purposes only and

Microsoft makes no representations and warranties, either expressed, implied, or statutory,

regarding these manufacturers or the use of the products with any Microsoft technologies. The

inclusion of a manufacturer or product does not imply endorsement of Microsoft of the

manufacturer or product. Links may be provided to third party sites. Such sites are not under thecontrol of Microsoft and Microsoft is not responsible for the contents of any linked site or any link

contained in a linked site, or any changes or updates to such sites. Microsoft is not responsible for

webcasting or any other form of transmission received from any linked site. Microsoft is providing

these links to you only as a convenience, and the inclusion of any link does not imply endorsement

of Microsoft of the site or the products contained therein.

© 2010 Microsoft Corporation. All rights reserved.

Microsoft and the trademarks listed at http://www.microsoft.com/about/legal/en/us

/IntellectualProperty/Trademarks/EN-US.aspx are trademarks of the Microsoft group of companies.

All other marks are property of their respective owners.

Product Number: 10174A

Part Number: X17-12422

Released: 09/2010


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MICROSOFT LICENSE TERMSOFFICIAL MICROSOFT LEARNING PRODUCTS - TRAINEREDITION – Pre-Release and Final Release VersionsThese license terms are an agreement between Microsoft Corporation and you. Please read them. Theapply to the Licensed Content named above, which includes the media on which you received it, if any.terms also apply to any Microsoft

• updates,

• supplements,

• Internet-based services, and

• 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 the Licensed Content.

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

1.

DEFINITIONS.

a. “Academic Materials” means the printed or electronic documentation such as manuals,workbooks, white papers, press releases, datasheets, and FAQs which may be included in theLicensed Content.

b.

“Authorized Learning Center(s)” means a Microsoft Certified Partner for Learning Solutionslocation, an IT Academy location, or such other entity as Microsoft may designate from time to

c.

“Authorized Training Session(s)” means those training sessions authorized by Microsoft anconducted at or through Authorized Learning Centers by a Trainer providing training to Studen

solely on Official Microsoft Learning Products (formerly known as Microsoft Official Curriculum o “MOC”) and Microsoft Dynamics Learning Products (formerly know as Microsoft Business SolutiCourseware). Each Authorized Training Session will provide training on the subject matter of o(1) Course.

d. “Course” means one of the courses using Licensed Content offered by an Authorized LearningCenter during an Authorized Training Session, each of which provides training on a particularMicrosoft technology subject matter.

e. “Device(s)” means a single computer, device, workstation, terminal, or other digital electronicanalog device.

f. “Licensed Content” means the materials accompanying these license terms. The LicensedContent may include, but is not limited to, the following elements: (i) Trainer Content, (ii) StuContent, (iii) classroom setup guide, and (iv) Software. There are different and separatecomponents of the Licensed Content for each Course.

g.

“Software” means the Virtual Machines and Virtual Hard Disks, or other software applicationmay be included with the Licensed Content.

h.

“Student(s)” means a student duly enrolled for an Authorized Training Session at your locatio


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i. “Student Content” means the learning materials accompanying these license terms that are use by Students and Trainers during an Authorized Training Session. Student Content may inclabs, simulations, and courseware files for a Course.

j.

“Trainer(s)” means a) a person who is duly certified by Microsoft as a Microsoft Certified Traiand b) such other individual as authorized in writing by Microsoft and has been engaged by an Authorized Learning Center to teach or instruct an Authorized Training Session to Students onbehalf.

k.

“Trainer Content” means the materials accompanying these license terms that are for use byTrainers and Students, as applicable, solely during an Authorized Training Session. Trainer Comay include Virtual Machines, Virtual Hard Disks, Microsoft PowerPoint files, instructor notes, ademonstration guides and script files for a Course.

l.

“Virtual Hard Disks” means Microsoft Software that is comprised of virtualized hard disks (sua base virtual hard disk or differencing disks) for a Virtual Machine that can be loaded onto a sicomputer or other device in order to allow end-users to run multiple operating systems concurFor the purposes of these license terms, Virtual Hard Disks will be considered “Trainer Content

m. “Virtual Machine” means a virtualized computing experience, created and accessed usingMicrosoft® Virtual PC or Microsoft® Virtual Server software that consists of a virtualized hardw

environment, one or more Virtual Hard Disks, and a configuration file setting the parameters ofvirtualized hardware environment (e.g., RAM). For the purposes of these license terms, Virtual Disks will be considered “Trainer Content”.

n.

“you” means the Authorized Learning Center or Trainer, as applicable, that has agreed to thelicense terms.

2. OVERVIEW.

Licensed Content. The Licensed Content includes Software, Academic Materials (online andelectronic), Trainer Content, Student Content, classroom setup guide, and associated media.

License Model. The Licensed Content is licensed on a per copy per Authorized Learning Center

location or per Trainer basis. 3.

INSTALLATION AND USE RIGHTS.

a. Authorized Learning Centers and Trainers: For each Authorized Training Session, ymay:

i. either install individual copies of the relevant Licensed Content on classroom Devices only use by Students enrolled in and the Trainer delivering the Authorized Training Session, prothat the number of copies in use does not exceed the number of Students enrolled in and Trainer delivering the Authorized Training Session, OR

ii. install one copy of the relevant Licensed Content on a network server only for access by

classroom Devices and only for use by Students enrolled in and the Trainer delivering the Authorized Training Session, provided that the number of Devices accessing the LicensedContent on such server does not exceed the number of Students enrolled in and the Trainedelivering the Authorized Training Session.

iii. and allow the Students enrolled in and the Trainer delivering the Authorized Training Sessiuse the Licensed Content that you install in accordance with (ii) or (ii) above during such Authorized Training Session in accordance with these license terms.


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i. Separation of Components. The components of the Licensed Content are licensed as a sinunit. You may not separate the components and install them on different Devices.

ii. Third Party Programs. The Licensed Content may contain third party programs. These licterms will apply to the use of those third party programs, unless other terms accompany thprograms.

b. Trainers:

i. Trainers may Use the Licensed Content that you install or that is installed by an AuthorizedLearning Center on a classroom Device to deliver an Authorized Training Session.

ii. Trainers may also Use a copy of the Licensed Content as follows:

A.

Licensed Device. The licensed Device is the Device on which you Use the Licensed Co You may install and Use one copy of the Licensed Content on the licensed Device soleyour own personal training Use and for preparation of an Authorized Training Session.

B.

Portable Device. You may install another copy on a portable device solely for your owpersonal training Use and for preparation of an Authorized Training Session.

4.

PRE-RELEASE VERSIONS. If this is a pre-release (“beta”) version, in addition to the other provi

in this agreement, these terms also apply:a.

Pre-Release Licensed Content. This Licensed Content is a pre-release version. It may notcontain the same information and/or work the way a final version of the Licensed Content will.may change it for the final, commercial version. We also may not release a commercial versio You will clearly and conspicuously inform any Students who participate in each Authorized TraiSession of the foregoing; and, that you or Microsoft are under no obligation to provide them wany further content, including but not limited to the final released version of the Licensed Contfor the Course.

b. Feedback. If you agree to give feedback about the Licensed Content to Microsoft, you give toMicrosoft, without charge, the right to use, share and commercialize your feedback in any way for any purpose. You also give to third parties, without charge, any patent rights needed for tproducts, technologies and services to use or interface with any specific parts of a Microsoftsoftware, Licensed Content, or service that includes the feedback. You will not give feedback tsubject to a license that requires Microsoft to license its software or documentation to third parbecause we include your feedback in them. These rights survive this agreement.

c. Confidential Information. The Licensed Content, including any viewer, user interface, featuand documentation that may be included with the Licensed Content, is confidential and proprieto Microsoft and its suppliers.

i. Use. For five years after installation of the Licensed Content or its commercial releasewhichever is first, you may not disclose confidential information to third parties. You mdisclose confidential information only to your employees and consultants who need to

the information. You must have written agreements with them that protect the confideinformation at least as much as this agreement.

ii. Survival. Your duty to protect confidential information survives this agreement.

iii. Exclusions. You may disclose confidential information in response to a judicial orgovernmental order. You must first give written notice to Microsoft to allow it to seek a


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protective order or otherwise protect the information. Confidential information does ninclude information that

• becomes publicly known through no wrongful act;

• you received from a third party who did not breach confidentiality obligations toMicrosoft or its suppliers; or

• you developed independently.

d. Term. The term of this agreement for pre-release versions is (i) the date which Microsoft infoyou is the end date for using the beta version, or (ii) the commercial release of the final releasversion of the Licensed Content, whichever is first (“beta term”).

e. Use. You will cease using all copies of the beta version upon expiration or termination of the term, and will destroy all copies of same in the possession or under your control and/or in thepossession or under the control of any Trainers who have received copies of the pre-releasedversion.

f. Copies. Microsoft will inform Authorized Learning Centers if they may make copies of the betaversion (in either print and/or CD version) and distribute such copies to Students and/or Traine

Microsoft allows such distribution, you will follow any additional terms that Microsoft provides tfor such copies and distribution.

5.

ADDITIONAL LICENSING REQUIREMENTS AND/OR USE RIGHTS.

a. Authorized Learning Centers and Trainers:

i. Software.

ii. Virtual Hard Disks. The Licensed Content may contain versions of Microsoft XP, MicrosoWindows Vista, Windows Server 2003, Windows Server 2008, and Windows 2000 AdvanceServer and/or other Microsoft products which are provided in Virtual Hard Disks.

A. If the Virtual Hard Disks and the labs are launched through the Microsoft

Learning Lab Launcher, then these terms apply:Time-Sensitive Software. If the Software is not reset, it will stop running based upon time indicated on the install of the Virtual Machines (between 30 and 500 days after yoinstall it). You will not receive notice before it stops running. You may not be able toaccess data used or information saved with the Virtual Machines when it stops runningmay be forced to reset these Virtual Machines to their original state. You must removeSoftware from the Devices at the end of each Authorized Training Session and reinstalaunch it prior to the beginning of the next Authorized Training Session.

B. If the Virtual Hard Disks require a product key to launch, then these termsapply:

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 AuthorTraining Session, you will obtain from Microsoft a product key for the operating systemsoftware for the Virtual Hard Disks and will activate such Software with Microsoft usingproduct key.

C. These terms apply to all Virtual Machines and Virtual Hard Disks:


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You may only use the Virtual Machines and Virtual Hard Disks if you complythe terms and conditions of this agreement and the following securityrequirements:

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

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

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

o You will ensure that the Virtual Machines and Virtual Hard Disks are not copied ordownloaded 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 Disk

o You may not modify the Virtual Machines and Virtual Hard Disks or any contentsthereof.

o You may not reproduce or redistribute the Virtual Machines or Virtual Hard Disks.

ii. Classroom Setup Guide. You will assure any Licensed Content installed for use during a Authorized Training Session will be done in accordance with the classroom set-up guide foCourse.

iii. Media Elements and Templates. You may allow Trainers and Students to use images, art, animations, sounds, music, shapes, video clips and templates provided with the LicensContent solely in an Authorized Training Session. If Trainers have their own copy of theLicensed Content, they may use Media Elements for their personal training use.

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

b.

Trainers Only:

i. Use of PowerPoint Slide Deck Templates. The Trainer Content may include MicrosoftPowerPoint slide decks. Trainers may use, copy and modify the PowerPoint slide decks onproviding an Authorized Training Session. If you elect to exercise the foregoing, you will or ensure Trainer agrees: (a) that modification of the slide decks will not constitute creatioobscene or scandalous works, as defined by federal law at the time the work is created; an(b) to comply with all other terms and conditions of this agreement.

ii. Use of Instructional Components in Trainer Content. For each Authorized TrainingSession, Trainers may customize and reproduce, in accordance with the MCT Agreement, tportions of the Licensed Content that are logically associated with instruction of the AuthorTraining Session. If you elect to exercise the foregoing rights, you agree or ensure the Traagrees: (a) that any of these customizations or reproductions will only be used for providi Authorized Training Session and (b) to comply with all other terms and conditions of thisagreement.


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iii. Academic Materials. If the Licensed Content contains Academic Materials, you may copuse the Academic Materials. You may not make any modifications to the Academic Materiaand you may not print any book (either electronic or print version) in its entirety. If youreproduce any Academic Materials, you agree that:

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

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

You will include the Academic Material’s original copyright notice, or a copyright noticeMicrosoft’s benefit in the format provided below:

Form of Notice:

© 2010 Reprinted for personal reference use only with permission by MicrosoftCorporation. All rights reserved.

Microsoft, Windows, and Windows Server are either registered trademarks ortrademarks of Microsoft Corporation in the US and/or other countries. Otherproduct and company names mentioned herein may be the trademarks of theirrespective owners.

6. INTERNET-BASED SERVICES. Microsoft may provide Internet-based services with the LicensedContent. It may change or cancel them at any time. You may not use these services in any way tcould harm them or impair anyone else’s use of them. You may not use the services to try to gainunauthorized access to any service, data, account or network by any means.

7.

SCOPE OF LICENSE. The Licensed Content is licensed, not sold. This agreement only gives you srights to use the Licensed Content. Microsoft reserves all other rights. Unless applicable law givesmore rights despite this limitation, you may use the Licensed Content only as expressly permitted inagreement. In doing so, you must comply with any technical limitations in the Licensed Content thonly allow you to use it in certain ways. You may not

•

install more copies of the Licensed Content on classroom Devices than the number of Studentsthe Trainer in the Authorized Training Session;

• allow more classroom Devices to access the server than the number of Students enrolled in anTrainer delivering the Authorized Training Session if the Licensed Content is installed on a netwserver;

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

• disclose the results of any benchmark tests of the Licensed Content to any third party withoutMicrosoft’s 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 extethat applicable law expressly permits, despite this limitation;

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

• publish the Licensed Content for others to copy;


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• 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) havbeen authorized by Microsoft to access and use;

• rent, lease or lend the Licensed Content; or

• use the Licensed Content for commercial hosting services or general business purposes.

•

Rights to access the server software that may be included with the Licensed Content, including Virtual Hard Disks does not give you any right to implement Microsoft patents or other Microsointellectual property in software or devices that may access the server.

8.

EXPORT RESTRICTIONS. The Licensed Content is subject to United States export laws andregulations. You must comply with all domestic and international export laws and regulations that to the Licensed Content. These laws include restrictions on destinations, end users and end use. Fadditional information, see www.microsoft.com/exporting.

9.

NOT FOR RESALE SOFTWARE/LICENSED CONTENT. You may not sell software or LicensedContent marked as “NFR” or “Not for Resale.”

10. ACADEMIC EDITION. You must be a “Qualified Educational User” to use Licensed Content mark

“Academic Edition” or “AE.” If you do not know whether you are a Qualified Educational User, visiwww.microsoft.com/education or contact the Microsoft affiliate serving your country.

11.

TERMINATION. Without prejudice to any other rights, Microsoft may terminate this agreement iffail to comply with the terms and conditions of these license terms. In the event your status as an Authorized Learning Center or Trainer a) expires, b) is voluntarily terminated by you, and/or c) isterminated by Microsoft, this agreement shall automatically terminate. Upon any termination of thisagreement, you must destroy all copies of the Licensed Content and all of its component parts.

12. ENTIRE AGREEMENT. This agreement, and the terms for supplements, updates, Internbased services and support services that you use, are the entire agreement for the LiceContent and support services.

13.

APPLICABLE LAW.

a.

United States. If you acquired the Licensed Content in the United States, Washington state governs the interpretation of this agreement and applies to claims for breach of it, regardless oconflict of laws principles. The laws of the state where you live govern all other claims, includiclaims under state consumer protection laws, unfair competition laws, and in tort.

b.

Outside the United States. If you acquired the Licensed Content in any other country, the of that country apply.

14.

LEGAL EFFECT. This agreement describes certain legal rights. You may have other rights under laws of your country. You may also have rights with respect to the party from whom you acquired

Licensed Content. This agreement does not change your rights under the laws of your country if thlaws of your country do not permit it to do so.

15.

DISCLAIMER OF WARRANTY. The Licensed Content is licensed “as-is.” You bear the riusing it. Microsoft gives no express warranties, guarantees or conditions. You may havadditional consumer rights under your local laws which this agreement cannot change.the extent permitted under your local laws, Microsoft excludes the implied warranties omerchantability, fitness for a particular purpose and non-infringement.


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16. LIMITATION ON AND EXCLUSION OF REMEDIES AND DAMAGES. YOU CAN RECOVER FMICROSOFT AND ITS SUPPLIERS ONLY DIRECT DAMAGES UP TO U.S. $5.00. YOU CANRECOVER ANY OTHER DAMAGES, INCLUDING CONSEQUENTIAL, LOST PROFITS, SPECIAINDIRECT OR INCIDENTAL DAMAGES.

This limitation applies to

• anything related to the Licensed Content, software, services, content (including code) on third Internet sites, or third party programs; and

• claims for breach of contract, breach of warranty, guarantee or condition, strict liability, negligeor other tort to the extent permitted by applicable law.

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

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

Remarque : Ce

le contenu sous licence étant distribué au Québec, Canada, certaines des cla

dans ce contrat sont fournies ci-dessous en français.EXONÉRATION DE GARANTIE. Le contenu sous licence visé par une licence est offert « tel quel ». Tutilisation de ce contenu sous licence est à votre seule risque et péril. Microsoft n’accorde aucune autregarantie expresse. Vous pouvez bénéficier de droits additionnels en vertu du droit local sur la protectionconsommateurs, que ce contrat ne peut modifier. La ou elles sont permises par le droit locale, les garanimplicites de qualité marchande, d’adéquation à un usage particulier et d’absence de contrefaçon sontexclues.

LIMITATION DES DOMMAGES-INTÉRÊTS ET EXCLUSION DE RESPONSABILITÉ POUR LESDOMMAGES. Vous pouvez obtenir de Microsoft et de ses fournisseurs une indemnisation en cas dedommages directs uniquement à hauteur de 5,00 $ US. Vous ne pouvez prétendre à aucune indemnisatpour les autres dommages, y compris les dommages spéciaux, indirects ou accessoires et pertes debénéfices.

Cette limitation concerne:

• tout ce qui est relié au le contenu sous licence , aux services ou au contenu (y compris le codefigurant sur des sites Internet tiers ou dans des programmes tiers ; et

• les réclamations au titre de violation de contrat ou de garantie, ou au titre de responsabilité strde négligence ou d’une autre faute dans la limite autorisée par la loi en vigueur.

Elle s’applique également, même si Microsoft connaissait ou devrait connaître l’éventualité d’un teldommage. Si votre pays n’autorise pas l’exclusion ou la limitation de responsabilité pour les dommagesindirects, accessoires ou de quelque nature que ce soit, il se peut que la limitation ou l’exclusion ci-dess

s’appliquera pas à votre égard.

EFFET JURIDIQUE. Le présent contrat décrit certains droits juridiques. Vous pourriez avoir d’autres dprévus par les lois de votre pays. Le présent contrat ne modifie pas les droits que vous confèrent les lovotre pays si celles-ci ne le permettent pas.


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Thank you for taking our training! We’ve worked together with our Microsoft Certified Partners

for Learning Solutions and our Microsoft IT Academies to bring you a world-class learning

experience—whether you’re a professional looking to advance your skills or a

student preparing for a career in IT.

■ Microsoft Certified Trainers and Instructors—Your instructor is a technical and

instructional expert who meets ongoing certification requirements. And, if instructors

are delivering training at one of our Certified Partners for Learning Solutions, they are

also evaluated throughout the year by students and by Microsoft.

■ Certification Exam Benefits—After training, consider taking a Microsoft Certification

exam. Microsoft Certifications 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 certifications are important to

team performance1. Ask your instructor about Microsoft Certification exam promotions

and discounts that may be available to you.

■ Customer Satisfaction Guarantee—Our Certified 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 today’s experience. We value your feedback!

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

Sincerely,

Microsoft Learning

www.microsoft.com/learning

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

Welcome!


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Configuring and Administering Microsoft® SharePoint® 2010 xiii

AcknowledgmentMicrosoft Learning would like to acknowledge and thank the following persons fortheir contributions towards developing this title. Their efforts at various stages inthe development have ensured that you have a good classroom experience.

Dan Holmes—Subject Matter Expert A graduate of Yale University and Thunderbird, Dan has spent 15 years as aconsultant and trainer, delivering solutions to tens of thousands of IT professionalsfrom the most prestigious organizations and corporations around the world. Dan’scompany, Intelliem, is a boutique consulting and training firm with a Fortune-caliber clientele. He has deep expertise and experience in Microsoft® Windows®, Active Directory®, and SharePoint®. From his base in beautiful Maui, Dan travelsaround the globe supporting customers and delivering Microsoft technologies

training. Dan is also a contributing editor for Windows IT Pro and SharePoint ProConnections magazines, a Microsoft MVP (Windows Server® Directory Services,2007, and SharePoint Server, 2008-2010), and the community lead ofSharePointProConnections.com. Dan’s most recent two books with Microsoft—theWindows Administration Resource Kit and the training kit for the 70-640 MCTSexam—are at the top of the bestseller list of Windows books. He recently returnedfrom Vancouver where he built SharePoint solutions to support the broadcast ofthe 2010 winter Olympics as the Microsoft Technologies Consultant for NBCOlympics, a role he played last year in Beijing and previously in Torino.

Chris Givens—Subject Matter Expert

Chris Givens is the CEO of Architecting Connected Systems, (ACS), a coursewaredevelopment company focused on advanced development topics. ACS’s creditsinclude the top selling worldwide development course in SharePoint 2007. Chris’past experiences include Microsoft, Avanade, several technology startups in theSeattle area and a 5-year career at IBM. Chris grew up in Oklahoma and is acomputer science graduate of the University of Tulsa in Tulsa, Oklahoma.


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xiv Configuring and Administering Microsoft® SharePoint® 2010

Enrique Lima—Subject Matter ExpertEnrique Lima, a proud member of the MCT Community, has over 18 years ofexperience in training, application development, database development andmanagement, IT solutions architecture, and project management. In his role as asolutions architect at Apparatus, Enrique focuses on providing quality, informative,and engaging solutions and service to clients. As a speaker and presenter, he bringsin the lessons learned from the field to provide guidance in how to best leveragethe tools clients will be using and exploring as they move forward with theirMicrosoft SharePoint technologies and supporting tools. Enrique has beeninvolved in architecting and developing solutions that leverage the integration ofSharePoint technologies, BizTalk, Commerce Server, and Content ManagementServer with other Microsoft and non-Microsoft platforms.

John Ferringer—Subject Matter Expert

John Ferringer is a solutions architect with Apparatus, Inc. He has more than six years of experience administering and supporting SharePoint technologies andmore than twelve years working in the technology consulting industry. John iscertified as an MCTS on several platforms, including Windows Server 2008,SharePoint 2007, System Center Operations Manager 2007, and Project Server2007. He has co-authored the SharePoint 2007 Disaster Recovery Guide and is hardat work on the forthcoming SharePoint 2010 Disaster Recovery Guide (http://tinyurl.com/spdr2010book). You can find him at his blog atMyCentralAdmin.com (http://www.MyCentralAdmin.com) and on Twitter at@Ferringer (http://twitter.com/ferringer).

Ryan Powell—Subject Matter ExpertRyan Powell is an infrastructure specialist with Apparatus, Inc. He has beenadministering SharePoint technologies since the very first release in 2001 and hasmore than eight years’ experience in technology consulting. Ryan is certified as aMCITP/MCTS in both SharePoint 2010 and SharePoint 2007. You can find him onTwitter at @ryanpowell20 (http://twitter.com/ryanpowell20).


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Configuring and Administering Microsoft® SharePoint® 2010 xv

Jason Medero—Technical Reviewer Jason Medero, MCP, MCT, MCTS, MVP (WSS) is a systems architect with aconcentration in SharePoint Products and Technologies and its related Microsofttechnologies. Jason has been working with SharePoint Products and Technologiesexclusively since 2003 and has presented at major conferences across the UnitedStates. His concentration within SharePoint is mainly on the infrastructure andarchitecture side. He also has in-depth experience performing large scaleupgrade/migration efforts. He is currently co-authoring his third SharePoint bookin which he will be writing about upgrading from SharePoint 2007 to SharePoint2010. He is an active member of the SharePoint Users Group in New Jersey/New York City where he sits on the speaker selection committee. He speaks frequentlyat SharePoint events across the country. He also contributes his SharePointknowledge as a mentor for several popular forums, such as TechNet and Yahoogroups.


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Configuring and Administering Microsoft® SharePoint® 2010 xvii

Contents

Module 1: Introducing SharePoint 2010

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

Lesson 2: Preparing for SharePoint 2010 1-36

Lesson 3: Installing SharePoint 2010 1-59

Lesson 4: Advanced Installation of SharePoint 2010 1-76

Lab: Installing SharePoint 2010 1-87

Module 2: Creating a SharePoint 2010 Intranet

Lesson 1: Perform Initial Farm Configuration 2-4

Lesson 2: Configuring the SharePoint Logical Structure 2-14Lesson 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: Automating SharePoint with Windows PowerShell 3-61Lab B: Administering SharePoint with Stsadm 3-74

Module 4: Configuring Content Management

Lesson 1: Optimizing Content Storage and Access 4-3

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

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

Lesson 3: Configuring the Managed Metadata Service 4-54

Lab B: Configuring Managed Metadata 4-98


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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 CustomizationsLesson 1: Customizing Microsoft 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 7-43

Lab C: Administering the Developer Dashboard 7-49

Appendix: Lab Answer Keys

Module 1 Lab: Installing SharePoint 2010 L1-1

Module 2 Lab: Creating a SharePoint 2010 Intranet L2-17

Module 3 Lab A: Automating SharePoint with Windows PowerShell L3-25

Module 3 Lab B: Administering SharePoint with Stsadm L3-35

Module 4 Lab A: Configuring List Throttling and Remote BLOB Storage L4-39

Module 4 Lab B: Configuring Managed Metadata L4-53

Module 5 Lab A: Configuring Custom Authentication L5-57

Module 5 Lab B: Configuring Secure Store L5-65

Module 6 Lab: Configuring Security for SharePoint Content L6-71

Module 7 Lab A: Administering Features and Solutions L7-83

Module 7 Lab B: Administering Sandboxed Solutions L7-89

Module 7 Lab C: Administering the Developer Dashboard L7-97


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About This Course i

About This CourseThis section provides you with a brief description of the course, audience,

suggested prerequisites, and course objectives.

Course DescriptionThis five-day instructor-led course teaches students how to install, configure, andadminister Microsoft® SharePoint® and also how to manage and monitor sites andusers by using Microsoft SharePoint 2010.

AudienceThis 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 administering Line of Business (LOB)applications in conjunction with internal business customers.

Student PrerequisitesIn addition to their professional experience, students who attend this trainingshould have experience:

• Administering Active Directory® by creating and managing user and groupaccounts, delegation of administration, and configuring Group Policy

• Administering network infrastructure—DNS and TCP/IP connectivity

•

General conceptual awareness of Microsoft .NET Framework as it relates toSharePoint 2010

• Administering Microsoft SQL Server® 2005 or 2008 through creating logons,assigning roles and using Microsoft SQL Server Management Studio

• One year’s experience using Windows PowerShell® cmdlets

• General security and authentication practices


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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 SharePointimplementation.

• 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 OutlineThis section provides an outline of the course:

Module 1, “Introducing SharePoint 2010,” enables students to prepare for andinstall the first server in a SharePoint 2010 farm.

Module 2, “Creating a SharePoint 2010 Intranet,” shows students how toconfigure and administer the fundamental components of a SharePoint farm,including its configuration, logical structure, user-facing features, and underlyingengine.


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About This Course iii

Module 3, “Administering and Automating SharePoint,” covers how to apply thefull range of options for administering and automating SharePoint—Central Administration, STSADM, and PowerShell. The module also introduces students tothe logs.

Module 4, “Configuring Content Management,” explains to students how tomanage content (lists, libraries, items and documents).

Module 5, “Configuring Authentication,” describes the process of how toadminister authentication to SharePoint Web applications.

Module 6, “Securing Content,” details how to manage security of SharePointcontent within a Web application.

Module 7, “Managing SharePoint Customizations,” enables students to managecustomizations to the SharePoint environment.

Module 8, “Configuring and Securing SharePoint Services and Applications,”

shows students how to manage the SharePoint service as a whole, as well asindividual services and service applications.

Module 9, “User Profiles and Social Networking,” describes how to manage userprofiles, My Sites, and social content.

Module 10, “Administering and Configuring SharePoint Search,” discusses how toadminister and configure SharePoint Search.

Module 11, “Implementing Office Web Apps,” enables students to configurespecific service applications.

Module 12, “Installing and Upgrading to SharePoint 2010,” teaches students how

to install and upgrade to SharePoint 2010 in a variety of scenarios, and to keepSharePoint 2010 current.

Module 13, “Implementing Business Continuity,” enables students to configurebusiness continuity for SharePoint.

Module 14, “Monitoring and Optimizing SharePoint Performance,” showsstudents how to monitor SharePoint performance, health, and usage, and toidentify and remediate performance and health problems.


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About This Course iv

Course MaterialsThe following materials are included with your kit:

•

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

• Lessons. Guides you through the learning objectives, and provides the keypoints that are critical to the success of the in-class learning experience.

• Labs. Provides a real-world, hands-on platform for you to apply the knowledgeand skills learned in the module.

• Lab Answer Keys. Provides step-by-step lab solution guidance at yourfingertips, when it is needed.

•

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

immediate access to the most up-to-date premium content on MicrosoftTechNet, MSDN®, and Microsoft Press®

• Lab Answer Keys. Includes answer keys in digital form to use during lab time.

• Virtual Machine Build Guide. Provides the step-by-step information needed

to recreate the Virtual Machine/Server images with appropriate configuration.

• Send Us Your Feedback Instructions. Provides you with an opportunity tosend feedback on all aspects of the course.

•

Student Course Files. Includes the Allfiles.exe, a self-extracting executable filethat 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 tocomplete an online evaluation to provide feedback on the course, trainingfacility, and instructor.

To provide additional comments or feedback on the course, send email [email protected]. To inquire about the Microsoft CertificationProgram, send email to [email protected].


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About This Course v

Virtual Machine EnvironmentThis section provides the information for setting up the classroom environment tosupport the business scenario of the course.

Virtual Machine ConfigurationIn this course, you will use Microsoft 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


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About This Course vi

Software ConfigurationThe 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 FilesThere are files associated with the labs in this course. The lab files are located on

the student computers.

Classroom SetupEach classroom computer will have the same virtual machine configured in thesame way.

Course Hardware LevelTo ensure a satisfactory student experience, Microsoft Learning requires aminimum equipment configuration for trainer and student computers in allMicrosoft Certified Partner for Learning Solutions (CPLS) classrooms in which

Official Microsoft Learning Product courseware are taught.


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Introducing SharePoint 2010 1-1

Module 1

Introducing SharePoint 2010

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

Lesson 2: Preparing for SharePoint 2010 1-36Lesson 3: Installing SharePoint 2010 1-59

Lesson 4: Advanced Installation of SharePoint 2010 1-76

Lab: Installing SharePoint 2010 1-87


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1-2 Configuring and Administering Microsoft® SharePoint® 2010

Module Overview

Microsoft® SharePoint® 2010—the collection of products and technologies thatincludes SharePoint Server 2010 and SharePoint Foundation 2010—offers a broadrange of functionality that addresses a vast number of business collaboration

scenarios. The SharePoint platform sits on, and depends on, a number of otherMicrosoft products and technologies.

In this module, you explore the role of SharePoint 2010 in delivering businesscollaboration solutions in the enterprise and on the Internet. You then learn whatit takes to get SharePoint up and running—from preparing your infrastructure, toconfiguring related technologies and products, to deploying SharePoint serversand farms using both out of box installation wizards and scripts.


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Lesson 1

Evaluating the Features of SharePoint 2010

SharePoint 2010 is the business collaboration platform for the enterprise and theInternet. Behind this simple value proposition is a complex and powerful platform

that delivers rich functionality to address a vast range of business needs. In thislesson, you learn just how much technology is wrapped up by those 13 words, and you dissect the technical capabilities and features that are driving enterprisesaround 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.


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The Value Proposition of SharePoint 2010

The value proposition for SharePoint is, “SharePoint is the business collaborationplatform for the enterprise and the Internet.” Microsoft invested heavily in thedevelopment 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 thathave been, in many enterprises, provided by other disparate systems. Nowthose roles can be consolidated on to SharePoint 2010.

• Rapidly respond to business needs. SharePoint 2010 provides a diversefeature set addressing many business collaboration scenarios, with out of boxfunctionality, a rich collection of community-generated solutions, andextensibility to support custom solutions.


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


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The SharePoint Platform

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

This visualization of the platform shows the dependencies—both required and

available—between components of the technology stack. Each component of theplatform contributes specific features and functionality.

• Windows Server® 2008 or Windows Server 2008 R2 provides the coreoperating system functionality, including the security subsystem.

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

• SharePoint Foundation 2010 delivers fundamental SharePoint functionalityincluding service management, security, integration with Microsoft Officeclient applications, and core collaborative features such as lists and libraries.


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

The features provided by SharePoint Foundation 2010 and SharePoint Server2010 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 ofthese identity services, such as forms-based authentication, rely on the .NETFramework.

• 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 thatdepend on SharePoint Foundation or SharePoint Server.


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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 2010and SharePoint Server 2010 are detailed later in this module.

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

• Office Web Apps, which are discussed in Module 11, “Implementing Office Web Apps.”

• FAST Search for SharePoint 2010.


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• FAST Search for SharePoint 2010 for Internet Sites, which is licensed foraccess by large numbers of users and by nonauthenticated users.

• Search Server 2010 and Search Server Express 2010, which provide the searchfunctionality of SharePoint Server.

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

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


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Sites

The sites capability includes functionality that delivers and personalizes content tousers, provides manageability and scalability to administrators, enables developersto customize and extend SharePoint, and allows an enterprise to implement

SharePoint along with other solutions or to consolidate the functionality providedby disparate collaboration solutions into SharePoint.

Content Delivery

The sites capability offers the following components, features, and functionality todeliver content to users:

• Core content structures

• Web applications, site collections, sites, lists, libraries


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• 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 andprovides most of the features in the sites capability.

• Content structures such as Web applications, site collections, and sites, arediscussed in Module 2, “Creating a SharePoint 2010 Intranet.”

• SharePoint 2010 features significantly expand browser support, which aredetailed in Lesson 2 of this module. Additionally, you can access content canusing 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 aredesigned to deliver a unified, efficient, and familiar experience to end users.

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


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Question: What important business objectives do the content delivery capabilities

in the sites capability—its components, features, and the many ways it gives you to

interact with content—support?

Content Personalization

The sites capability offers the following components, features, and functionality tosupport personalizing the delivery of content:

Features that personalize the user’s 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 thatanother user sees. The SharePoint sites capability delivers functionality toindividualize—to personalize—the user experience.

• My Site is a user’s individual Web page, exposing that user’s profile, sharedinformation and documents, expertise, organizational relationships, and socialactivities to other users. Additionally, a user’s 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 thenbe 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 ormore users based on those users’ shared characteristics, including their groupmembership.

•

SharePoint provides multilingual support. SharePoint can support content,services, and tags in a wide range of languages. A site can be rendered in aparticular language to a user in that user’s language and can be switched to

another language on the fly.


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Manageability and Scalability

The sites capability offers the following components, features, and functionality toensure 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 multiplelevels, for almost every feature.

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

Customization and ExtensibilityThe sites capability offers the following components, features, and functionality toenable 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


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• SharePoint and client object models

• Web services, application programming interfaces (APIs; SharePoint and clientobject 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 ofSharePoint 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 solutions—from simple, “no-code” solutions to more complex solutions developed with Visual Studio.

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

•

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

• 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 tosupport 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


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SharePoint provides a unified infrastructure that delivers a broad range offunctionality that might take several tools from other vendors to deliver, at whichpoint you have to know how to integrate them. This infrastructure gives you a wayto 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) athttp://go.microsoft.com/fwlink/?LinkID=197249&clcid=0x409.


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Communities

The communities capability encompasses much of what people think of as businesscollaboration.

Enterprise Collaboration

The communities capability offers the following components, features, andfunctionality to enable collaboration between users:

Lists

• Fundamental construct in which content is stored

•

Out of box lists: Calendar, contacts, tasks, announcements, surveys


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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, andfunctionality 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


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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 toconnect people in an organization.

• User profiles are a collection of attributes that can be synchronized with ActiveDirectory and other sources. Users can also define their own attributes. Auser’s My Site exposes the user’s profile, and SharePoint enables theorganization and the individual to manage the visibility of profile attributes tovarious audiences.

• User photos, presence, and contact information is displayed throughout theSharePoint 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 Aboutsection of their profile.

• SharePoint can discover and suggest areas of expertise by mining the user’smemberships, contacts, e-mail communication patterns, and e-mail content.

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

User-Generated Content and User Feedback

The communities capability offers the following components, features, andfunctionality so that users can generate unstructured content and provide feedbackregarding 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


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• 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 userfeedback:

• 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 adocument.

• User feedback encompasses activities and channels through which users giveinput on content. User feedback information can help users discover andmake use of content based on what others think of the content.

• The note board is similar to the “wall” in Facebook. A user’s My Site has a noteboard, 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 usersand 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 computingtechnologies, SharePoint enables an organization to achieve the goals of both thecustomer (user base) and manager (IT) of the technology.


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Manageability and Extensibility

The communities capability offers the following components, features, andfunctionality 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, andcompliant.


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Content

A fundamental output of users and business collaboration activities is content. Thecontent capability delivers functionality that supports the management of contentthroughout 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 functionalityto support a tremendous range of content and a diverse set of modalities withwhich to interact with content.

• Support for a tremendous range of content

• Documents

• Records


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• 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 interactionwith content:

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

• SharePoint provides numerous modalities in which users can interact withcontent, 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 SharePoint’s 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 functionalityto 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


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• 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 droppedinto a library and then automatically moved to the appropriate library basedon metadata and business logic.

• You can create document sets, which are collections of documents that can betreated as a unit, with a collective version history and metadata that applies tothe collection.

• You can specify metadata, retention schedules, record declarations, and legal

holds and apply them consistently. SharePoint provides for multistagedisposition of documents. Policies can be location-based.

• SharePoint can automatically apply metadata based on a document’s locationand other business logic.

Question: What are the business outcomes supported by SharePoint’s support for

a variety of content types and modalities of interaction with the content?

Definition of Content and MetadataThe content capability offers the following components, features, and functionalityto 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 rightsmanagement


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• 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 andeverything in between.

• The Managed Metadata Service (MMS), new in SharePoint 2010, provides acentral repository and management capability for what are generally calledtags. Tags are arranged in a hierarchical structure that can be delegated toappropriate business owners. Tags can be centrally driven (taxonomy) or usersubmitted (folksonomy) or both, and tags are enabled for multiple languages.

• The MMS also deploys content types across sites, site collections, Webapplications, and farms so that an enterprise can maintain better control over

the definition of and metadata associated with content, as well as informationmanagement policies for that content.

• You can use metadata (tags) in numerous ways, and SharePoint 2010 providesa variety of methods with which to tag content and view tags. You can evenhave tags applied to content automatically, based on the item’s location orother rules. Additionally, you can use metadata to create dynamic navigationand to provide search refiners.


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The content capability offers the following components, features, and functionalityto 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 contentcapability are as follows:

• The MMS and other services related to the content capability are manageableand 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 itsupports 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) athttp://go.microsoft.com/fwlink/?LinkID=197250&clcid=0x409.


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Search

Users can browse SharePoint’s content structures—sites, lists, and libraries—forcontent, 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 functionalityto search for people and expertise:

• Unlock knowledge not found in documents

• Communications

• Behaviors

• Relationships

• Organization chart browser


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• 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, andexperiences that you typically apply to searching for content.

• With people and expertise search, you can unlock the knowledge that is notstored in traditional content and the value that is found in people-to-peopleconnections 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 andexpertise metadata to improve the relevance and refine the results oftraditional content searches.

Content Sources, Indexing, and Query

The search capability offers the following components, features, and functionalityto 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


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• Thesaurus and noise words

• Phonetic and nickname people search

• Query suggestions (“Did you mean?”)

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

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

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

Results and Relevance

The search capability offers the following components, features, and functionalityto 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 user’s 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 ofresults from all query services.


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

• SharePoint even lists related searches along with search results, therebypointing 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 functionalityto 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 searchfeatures including thumbnails, previews, and view-in-browser.

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

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


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The search capability offers the following components, features, and functionalityto 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 ofthe search capability:

• SharePoint search is highly scalable.

• FAST enhances the out of box SharePoint search experience with numerousperformance-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) athttp://go.microsoft.com/fwlink/?LinkID=197251&clcid=0x409.


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Insights

The insights capability encompasses functionality that you can use to connect todata sources and present the data in meaningful ways that support decisionmaking. 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 functionalityto 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


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• 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 theiraspect 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 asinteractive reports rendered in the browser. You can embed workbooks inapplications, blogs, and wikis and on the desktop. New programmabilityfeatures include JavaScript object model and REST API.

• PowerPivot and SQL Analysis Services provide powerful reporting and analysisof very large data sets.

Presentation and Visualization of Information

The insights capability offers the following components, features, and functionalityto 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, orSharePoint lists