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PROFESSIONAL
SharePoint* 2010 EnterpriseArchitect's Guidebook
Brian Wilson
Reza Alirezaei
Bill Baer
Martin Kearn
WILEY
John Wiley & Sons, Inc.
CONTENTS
FOREWORD xliil
INTRODUCTION xlv
CHAPTER 1: A DIGITAL WORKFORCE FOR A DIGITAL AGE 3
Understanding Enterprise 2.0 and SharePoint 2010 4
Understanding SharePoint's Value Proposition 7
Deliver the Best Productivity Experience 7
Cut Costs with a Unified Infrastructure 8
Rapidly Respond to Business Needs 9
Summary 10
CHAPTER 2: UNDERSTANDING THE ENTERPRISE LANDSCAPE 11
Reviewing the Business Landscape 12
Business Drivers, Goals, and Context 12
Factors Influencing the Business Environment 13
Industry Sector, Business Formation, and Organizational Structure 13
Important IT Models 21
Reviewing the Technology Landscape 26
Understanding the SharePoint 2010 Ecosystem 26
Understanding Your Enterprise Architecture and Strategy 28
Understanding Your Existing Infrastructure 28
Understanding Your Existing Portal Solutions 29
Reviewing the Legal Landscape 30
Disability Discrimination Laws 30
Freedom of Information Laws 31
Personal Data Privacy Laws 31
Electronic Records Management Standards and Compliance 31
Corporate Rules and Regulations 32
Finance Standards 32
Export Control Regulations 32
Reviewing the Information Landscape 33
CONTENTS
Reviewing the End-User Landscape 35
Factors Influencing the End-User Environment 36
Tools of the Information Worker 38
Gathering Issues and Metrics 42
Summary 43
CHAPTER 3: SUPPORTING TECHNOLOGY KNOWLEDGE
REQUIREMENTS 45
Infrastructure Technologies 47
Windows Operating System 47
Identity and Access Management Technologies 48
Load-Balancing Technologies 50
Farm Communications and Protocols 51
Database Technologies 51
Storage Technologies 53
Monitoring Technologies 54
Internet Information Services 55
Caching, Compression, and Performance 58
Virtualization Technologies 59
Backup 59
Development Technologies 60
.NET Framework 60
Development Tools 61
Application Life Cycle Management Tools 65
Code Libraries 66
Microsoft Office Technologies 68
Browser 68
Microsoft Office System 68
Imaging and Capture 69
Communication and Virtual Meeting Services 69
Working Offline 69
Complementary Third-Party Technologies 70
Summary 73
CHAPTER 4: DESIGN PRINCIPLES FOR SUCCESSFUL
DEPLOYMENTS 75
Determining the Desired Solution 76
Determining Solution Characteristics 76
Understanding SharePoint Project Management 77
xviii
CONTENTS
Defining Success 78
Project Scope 79
Mapping Requirements 81
Project Team Members 82
Understanding the SharePoint 2010 Containment Model 84
Designing for Storage 87
Designing for Governance 88
Designing for IT 91
Virtualization Policy 92
Database Consolidation Policy 92
Storage Policy 92
Security Policy 93
Disaster Recovery 93
Designing for Users 93
User Experience 94
Role-Based Design 95
Visual Design 95
Personalized 96
Designing for Information Workers 96
Process Mapping 98
SharePoint Solution Center 99
Designing the Information Architecture 101
Terminology 101
Content 101
Involving Key Users 105
Focus Groups 105
Card Sorting 106
Prototypes and Pilots 107
Summary 108
CHAPTER 5: LEARNING HOW MICROSOFT USESSHAREPOINT 2010 109
Key Sites and Services 110
Microsoft Web (MSW) 110
InfoPedia 112
SharePoint Utility 112
The Microsoft IT SharePoint "Dogfooding" Experience 113
Customers 113
Product Group 114
Microsoft IT 114
Microsoft Users 114
xix
CONTENTS
The Challenges of Dogfooding 114
Blueprint for Success 119
Business Continuity Management 125
Virtualization 128
Governance and Life-Cycle Management 129
Site Asset and Content Stewardship 130
Custom Site Branding 131
Compliance and Life-Cycle Management of SharePoint Sites 132
Communication and Education 133
Summary 134
CHAPTER 6: SHAREPOINT FUNDAMENTALS 137
Introducing the SharePoint Farm 137
The SharePoint Farm 137
Web Applications 139
Databases 140
Service Applications 141
Servers 143
Introducing Site Collections and Sites 145
Site Collections Versus Sites 145
Site Templates 147
Pages, Web Parts, and Page Content 148
Permissions and Access Control 149
Features and Solutions 151
Software Boundaries 153
Introducing Libraries, Lists, and List Items 156
Lists and Library Types 157
Content Types 158
Columns 159
List Views 160
Licensing and Software Versions 160
Online or On-premises 161
Comparing On-Premise Editions 162
Companion Technologies 164
Summary 165
CHAPTER 7: EVOLUTION OF SHAREPOINT 167
SharePoint 2001 — From the Birthing Pool 168
SharePoint 2003 — Growing Pains 171
XX
CONTENTS
SharePoint 2007 — Coming of Age 175
Summary 180
CHAPTER 8: SHAREPOINT 2010 FEATURES AND CAPABILITIES 183
Publishing Services 184
Publishing Sites Templates 184
Web Page Publishing Life Cycle 184
Branding 185
Multi-lingual, Multi-channel, Multi-device, and Multi-farm Support 186
Standards and Compliance Support 189
Web Analytics and Reporting 190
Information Services 191
Information Management 191
Information Service Site Templates 193
Large-Scale and Extremely Large-Scale Content Repositories 193
Enterprise Terms, Metadata, and Content Type Hubs 193
Content Organizer 194
In-place Records Management 194
Digital and Rich Media Asset Support 195
Collaboration Services 196
Search Services 198
User Experience 198
Content Gathering and Processing Pipeline 200
Query Processing Pipeline 201
Individual and Social Networking Services 202
Business Connectivity Services 204
Business Intelligence Services 206
Business Intelligence Center Site Template 207
Charting Web Part 207
Status Indicators/List and Detail Web Part 208
Excel Services 208
PowerPivot for Excel and SharePoint 209
Visio Services 210
Access Services 211
Business Connectivity Services 212
PerformancePoint Service Application 212
Reporting Services 214
Workflow and Forms Services 215
Workflow 215
Business Forms 216
Summary 218
xxi
CONTENTS
CHAPTER 9: UNDERSTANDING SHAREPOINT 2010 SERVICE
APPLICATIONS 219
Service Application Model 219
Bye-Bye Shared Service Provider 219
Hello Service Applications 220
Available Service Applications by SharePoint Editions 222
Service Applications Life Cycle 224
Starting Services 224
Deploying Service Applications 225
Configuring Service Applications 226
Consuming Service Applications 231
Publishing Service Applications 231
Architectural Principles 234
Architecture Examples 235
Inter-farm SSPs Versus Cross-farm Service Applications 241
Multi-tenancy 242
Load Balancing 248
Summary 248
CHAPTER 10: SHAREPOINT 2010 PLATFORM
ARCHITECTURES 249
Server Farm Topologies 249
Web Tier 250
Application Tier 251
Database Tier 251
Small or Single-Tier Topology 251
Medium or Two-Tier Topology 252
Large or Three-Tier Topology 253
Service Application Topologies 253
Service Application Groups and Associations 257
Service Application Security 258
Planning Service Application Topologies 261
Publishing Service Applications 262
Wide Area Networks 277
Putting It All Together 279
Search Topologies 279
Query Architecture 281
Crawl Architecture 283
xxii
CONTENTS
Geographically Distributed Deployments 286
Selecting an Architecture 286
Determining an Administrative Model 287
Identifying Costs 287
Determining Service Level Agreements 287
Scaling Your Architecture 288
Factors Affecting Scaling 288
Deciding to Scale Up 289
Deciding to Scale Out 289
Considering the Trade-offs 293
Considering Network Performance 293
Considering Active Directory 294
Using Service Farms 296
Summary 297
CHAPTER 11: WORKING WITH INTERNAL AND EXTERNAL
DATA IN SHAREPOINT 2010 299
Manipulating Internal Data 300
Integrating External Data 300
List Data Platform Capabilities 300
Lists Relationships and Lookups 301
List Joins and Projections 303
List Validation 303
Large Query Throttling 304
Business Connectivity Services 307
Integrating External Data 307
External Content Types 307
External Lists 308
Security and Authentication Models 308
Data Integration Extensibility 310
.NET Assembly Connectors 311
Custom Connectors 311
Aggregation 311
Real-time Aggregation 312
Search-Based Aggregation 313
Working with Data 313
Server APIs 313
Client APIs 314
Choosing a Data Access Technology 314
Event Model 316
Incorporating Cloud Data and Compute Services 316
xxlii
ONTENTS
Developing Cloud-Based Data and Compute Services 317
Incorporating Services into Your SharePoint Solution 317
Taking Business Data Offline 318
Using SharePoint Workspace 319
Using Microsoft Office 320
Summary 321
CHAPTER 12: DEFINING YOUR SHAREPOINT 2010
PORTAL STRATEGY 325
The Example Scenario 327
Review the Business Environment 327
Engage Key Stakeholders 328
Identifying Key Stakeholders 328
Define the Business Drivers 332
Define Portal Capabilities and Blueprint 335
Support Business Drivers 336
Support Key Audiences 337
Portal and Supporting Capabilities 339
Define Your Portal Blueprint 342
Build Your Enterprise Portal Strategy 344
Define Your Strategy 344
Define Your Road Map 346
Agree on Stakeholder Responsibilities 349
Executive Sponsorship 350
Steering Committee or Board 350
Project Sponsorship 351
Program Manager 351
Project Manager 352
Project Team 352
End Users 352
Best Practices 352
Summary 353
xxlv
CONTENTS
CHAPTER 13: GETTING STARTED WITH YOUR PROGRAMAND PROJECTS 355
Requirements Activities 356
Eliciting Requirements 357
Analyzing Requirements 359
Validating Requirements 360
Recording Requirements 361
Technical Design Activities 362
Forming an Understanding of the Project and Customer Requirements 363
Beginning Early Design Activities 365
Conceptualizing the Logical and Physical SharePoint 2010 Solution 368
Early Technical Leadership Activities 375
Selecting a Software Development Methodology 376
Managing, Tracking, and Recording Key Design Decisions 376
Setting Up Development Standards and Best Practices 376
Setting Up a Testing Strategy 377
Planning for Regular Code Reviews 378
Planning the Deployment Life Cycle 380
Developing a Quote and Schedule 380
Planning and Kicking-off Detailed Elaboration Phases 381
Program and Project Management Activities 382
Setting Up Your SharePoint 2010 Program and Projects 384
Defining Your Program Management Plan (PMP) 384
Defining Your Project Plan 384
Understanding Resourcing and Roles in Your SharePoint 2010 Team 384
Defining Your Business Case and Benefits Realization Plan 385
Appointing a Governance Board and Technical Design Authority 385
Planning Your Operational and Governance Model 385
Deciding on an In-house, Hybrid, or Outsource Model 386
Deciding on an Onshore, Near-shore, or Offshore Model 387
Business Change and Adoption Activities 389
Designing Your "Future State" Business Design 389
Establishing a Business Engagement Strategy 390
Effectively Managing Requirements 390
Defining Your Marketing and Communication Plan 390
Defining an Education and Training Plan 393
Business Onboarding and Exploitation 393
Defining and Measuring Success 395
Capturing Lessons Learned 395
Summary 396
XXV
CONTENTS
CHAPTER 14: DESIGNING YOUR INFORMATION ARCHITECTURE 397
Understanding Your Scope, Capabilities, and Constraints 399
Scope 399
Capabilities 400
Constraints 401
Assessing Your Business Information Maturity Level 402
Defining Your Personas and Scenarios 404
Defining Your Actors and Personas 404
Defining Your User Stories, Use Cases, and Scenarios 406
Defining Your Enterprise Metadata Management Requirements 407
Understanding Your Influencing Factors 407
Analyzing Your Business Information 409
Understanding SharePoint 2010 Enterprise Metadata Features 411
Defining Your SharePoint 2010 Enterprise Metadata 412
Defining Your SharePoint 2010 Containment Model 414
Defining Your Web Application Requirements 414
Defining Your Site Collection and Subsite Requirements 417
Defining Your Content Library Requirements 420
Designing for Governance 420
Business Governance 421
Platform Governance 421
Site Collection Life Cycle Governance 422
User Governance 423
Information Governance 423
Customization Governance 423
Defining Your Search Experience 424
Gathering Requirements 425
Planning Search 426
Designing Your Search Experience 427
Defining Your Navigation Experience 428
Introducing Key SharePoint 2010 Navigation Methods 429
Complementary/Alternative SharePoint 2010 Navigation Methods 433
Implementing a "Truly Global" Global Navigation Method 437
Defining Your Navigation Structure 439
Defining Your People Experience 443
Defining a Unified, Convergent Experience 443
Defining Your Roles, Groups, and Permissions 444
Audiences 445
Defining Your Visual Experience 446
Understanding the Resourcing and Skills Required 447
Involving Your Communication and Digital Media Team 448
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CONTENTS
Researching Company Brand Guidelines 448
Understanding Your Visual Design Drivers 450
Defining Your Visual Design 450
Documenting Your Visual Design 451
Getting Feedback 451
Defining Your Custom Functionality 452
Planning for Content Migration 452
Content Discovery 454
Content Cleansing and Preparation 455
Target Environment Validation 456
Content Mapping 457
Content Migration 457
Content Navigation, Aggregation, and Visualization 459
Refining Your Design 460
Summary 460
CHAPTER 15: DESIGNING YOUR SOLUTION ARCHITECTURE 463
Defining the Roles and Responsibilities of a Solution Architect 463
Designing Your Site Solution Architecture 466
Site Templates 466
Web Templates 467
Site Definitions 470
Understanding the Common Site Provisioning Models 474
Deciding between Custom Web Templates, Custom Site
Definitions, and Out-of-the-Box Site Definitions and Web Templates 477
Features and Feature Receivers 478
Understanding Common Solution Patterns and Design Options 480
User-Interface Software Patterns 482
Content Query, Aggregation, and Visualization Solution Options 483
Background Services Patterns 488
Data Software Patterns 489
Configuration Software Patterns 489
Security Software Patterns 491
Custom Service Application Software Pattern 493
Site Collection Life-Cycle Governance Pattern 494
Execution Model Options 498
Solution Deployment Patterns 498
Designing Your Custom Business Solutions 499
SharePoint "Custom Functionality" Rules 499
Vision, Concept, and Scope 500
Personas and Scenarios 501
xxvll
CONTENTS
User Experience 501
Pages, Web Parts, and Configuration 502
Processes, Workflows, and Structures 502
Security Planning and User Permissions 502
Governance and Maintenance Requirements 503
Documenting Your Solution Architecture and Design 503
Summary 505
CHAPTER 16: DESIGNING YOUR INFRASTRUCTURE
ARCHITECTURE 507
Designing Your Data Center Services 508
Power/Electrical Services 509
Network and Connectivity 510
Data and Application Storage 511
Virtualization 511
Management 511
Protection 512
Performing a Network Impact Assessment 513
Identifying Current WAN Utilization 513
Identifying Bandwidth Demands for ProposedApplication Architecture 513
Identifying Bottlenecks Likely to Impact Your EnterpriseWAN Performance 514
Estimating Your Farm's Capacity and Performance Requirements 514
Performance Planning Concepts 515
Estimating Required Throughput 517
Designing Your Logical and Physical Architecture 521
Understanding Your SharePoint 2010 Logical Components 521
Designing Your Logical Architecture 527
Applying Your Logical Architecture to Your Physical Infrastructure 529
Planning Your Resource Grouping 530
Organizing Your Logical Topology 531
Planning Your Hosting Locations 533
Designing Your Physical Infrastructure 533
Designing Your Network Infrastructure 533
Planning Your Application Infrastructure Technologies 535
Active Directory 535
Windows Server 2008 or Windows Server 2008 R2 536
IIS Configuration 538
SQL Server 2005, SQL Server 2008, or SQL Server 2008 R2 539
xxvlii
CONTENTS
Planning Your Configuration Management 542
Implementing Configuration Management 542
Tools Used for Configuration Management 543
Automated Scripts 543
Automated Tools 543
Relationship with Change Management 544
Planning Your Operations Management 544
Patching 544
Patching Strategy 545
Operational Maintenance or Housekeeping 547
Password Changes 547
Antivirus 547
Operational Security 549
Summary 550
CHAPTER 17: DESIGNING YOUR STORAGE LAYER 551
Determining Business and Application Requirements 552
Business Requirements 552
Application Requirements 553
Planning Storage Configurations 554
Planning Disk Storage 555
Planning Storage Architectures 559
Planning Storage Scalability 565
Physical Storage Limits 565
Disk Performance 566
Planning Data Protection 569
RAID 569
Hardware and Software RAID 574
SQL Server Planning 575
Understanding SQL Server Features and Capabilities 576
Topology Planning for SQL Server 577
Database Layout Planning 580
Configuration Database 580
Central Administration Content Database 581
Usage and Health Data Collection Service 581
Content Database 581
State Service 581
Secure Store Service 581
Business Data Connectivity Service 582
Managed Metadata Service 582
xxlx
CONTENTS
User Profile Service 582
Web Analytics Service 582
Search Service 583
Windows Server 2008 R2 583
Summary 584
CHAPTER 18: DEVELOPING, TESTING, AND DEPLOYING
YOUR SHAREPOINT 2010 SOLUTION 585
Deciding on What Architectural Approach to Use 585
Custom Component Development Architectures 585
Designing Reusable Frameworks in SharePoint 586
Third-Party Component Considerations 587
Settling in with a Chosen Development Methodology 587
Application Life Cycle Management in SharePoint 2010 588
Tools for Development 588
Source Control 589
Automated Builds 589
Testing and Quality Assurance 592
SharePoint Environments and Deployment Flow
between Environments 597
Environments for Large Projects 597
Identifying the Environments Your Developers Require 598
Identifying the Environments Your Testers Require 604
Planning Portal Life Cycle and Management 605
Portal Life Cycle Models 605
Key Development Phases 610
Solution Package Design 612
Solution and Feature Upgrade 615
Patching 616
Handling Development Teams 617
Large Project Considerations 617
Large Project Life Cycle Models 617
Departmental Teams 620
Offshore Teams 620
Summary 622
CHAPTER 19: DESIGNING YOUR AUTHENTICATION
AND AUTHORIZATION MODEL 623
Claims in SharePoint Server 2010 624
Trusted Provider Claims 626
Windows Claims 640
XXX
CONTENTS
Forms-Based Authentication Claims 642Classic-mode Authentication in SharePoint 2010 643
Disadvantages of Classic-mode Authentication 645
Planning for Claims 646
Claims-Based Identity 646
Summary 648
CHAPTER 20: DEFINING YOUR GOVERNANCE MODEL
AND APPROACH 651
Understanding Governance 652
Why Do I Need Governance? 652
How Much Governance Is Good? 653
Where to Start 656
Understanding Governance Models 658
Governance Model Inputs 658
Moving Forward with the Model 659
Understanding Governance Principles 660
Understanding Governance Guidelines 661
Design 662
Development 662
Deployment/Operations 663
User 665
Communications 667
Governance Structure 668
Understanding Roles 671
Business Roles 671
IS/IT Roles 672
Governance-Specific Roles 674
Best Practices 675
Summary 676
CHAPTER 21: DEFINING YOUR BUSINESS CONTINUITYMANAGEMENT PLAN 677
Defining Your Business Continuity Requirements 678
Analyzing Business-Impact Scenarios and Threats 678
Determining Your SLAs 679
Balancing Costs versus Business Risk 682
Designing Your Backup and Recovery Strategy 682
Farm 683
Web Applications 686
Service Applications 686
xxxi
CONTENTS
Content Databases 687
Granular Backup and Recovery 689
Customizations 696
Choosing Backup and Recovery Tools 697
Designing Your Availability Strategy 697
SQL Server Redundancy 698
SharePoint Server Redundancy 701
Redundancy Strategies for Service Applications 701
Redundancy for Closely Located Data Centers 703
Designing Your Disaster Recovery Strategy 704
Cold Standby Farm 705
Warm Standby Farm 705
Hot Standby Farm 706
Documentation 708
Best Practices 709
Summary 709
CHAPTER 22: DESIGNING FOR CLOUD-BASED SOLUTIONS
AND MULTI-TENANCY SERVICES 711
Cloud-Based Solutions 711
Getting to Know SharePoint Online 712
Security Features 712
Identity Features 713
Administration Model 713
SharePoint On Premise 722
Dedicated Versus Hosted 722
Hosting Features 723
Summary 730
CHAPTER 23: DESIGNING VIRTUALIZED DEPLOYMENTS 731
Understanding Virtualization 732
Microsoft Support for Virtualization 732
Types of Virtualization 733
Server Virtualization 733
Differences Between Physical and Virtual Hardware 735
On-Premise VM Technologies 737
Microsoft Hyper-V 2008 R2 737
VMWare ESX Server and V-Sphere 740
Decision Criterion for Selecting an On-Premise VM Technology 742
xxxii
CONTENTS
Cloud-Based VM Hosting Technologies 743
Windows Azure, SQL Azure, and VM Role 743
Amazon Elastic Compute Cloud (EC2) 744
Understanding the SharePoint 2010 Roles You Can Virtualize 745
Looking at a Recommended Deployment Approach 749
Discover 749
Design 750
Deploy 752
Manage 753
An Example Deployment Scenario 754
Best Practices 757
Summary 758
CHAPTER 24: INTRANET AND INTERNET PUBLISHING SERVICES 761
SharePoint 2010 Publishing Features 762
The SharePoint Server Publishing Infrastructure Feature 762
The SharePoint Server Publishing Feature 762
SharePoint Publishing Sites 762
Branding Publishing Sites 762
Simple Branding 764
Advanced Branding 770
Managing Publishing Content 775
Content Creation 776
Reusable Content 776
Content Scheduling 778
Multi-language Support 779
Planning Site Navigation 784
Navigation in SharePoint Sites 785
Global Navigation 786
Current Navigation 787
Breadcrumb Navigation 787
Metadata Navigation 788
Custom Navigation 788
Deploying Publishing Sites 788
The Publishing Artifacts 788
The Deployment Baseline 789
Deployment Strategy 791
Summary 792
xxxlit
CONTENTS
CHAPTER 25: CORPORATE INFORMATION SERVICES 793
Designing Corporate Information Services 794
Familiarity of Users with Online Site-Based Collaboration Tools 795
Budget Considerations 795
Expected Longevity of the Deployment 795
Security Requirements 795
Document Control 796
Environments Conflicting with SharePoint 796
Working with Documents 796
Social Networking 797
Check-in/Check-out and Versioning 799
Content Types 800
Document Sets 802
Navigating Documents 804
Workflow 806
Offline 806
Co-authoring in Office 2010 807
Office Web Applications 808
Document Management in the Enterprise 810
Determining Where Documents Will Live 810
Information Management Policies 811
Document IDs 814
Managed Metadata Service Application 814
Document Conversion Services 818
Document Center Sites 818
SharePoint Software Boundaries 819
Summary 819
CHAPTER 26: BUSINESS COLLABORATION SERVICES 821
Introducing Business Collaboration Features 821
Team and Project Sites 821
Document Workspace Sites 822
Meeting Workspace Sites 824
Blog Sites 827
Enterprise Wiki Sites 828
Key Business Challenges 829
Understanding Your Requirements 829
Understanding Your Business Entities 829
xxxlv
CONTENTS
Formal versus Ad-hoc (Unstructured) Sites 830
Deciding on Site Self-Service Provisioning Options 830
Deciding between Site Collections and Subsites 831
Site Life-Cycle Management 832
Common Business Scenarios 834
Taking Sites and List Information Offline 834
Geographically Distributed/Replicated Collaboration Sites 835
Key Architectural Considerations 835
Aggregating Content from Multiple Sites 835
Defining a Common User Experience 837
Adhering to Compliance and Regulatory Requirements 837
Managing and Extending Metadata 839
Deciding between Global and Local Navigation Elements 841
Planning for Performance 842
Planning for Security 842
Planning for Storage 843
Using Storage Metrics 845
Summary 849
CHAPTER 27: ENTERPRISE SEARCH SERVICES 851
Getting to Know SharePoint 2010 Search Features 851
Getting to Know FAST Search for SharePoint Features 853
Understanding the SharePoint 2010 Search Architecture 855
Administration 855
Crawler Component 855
Indexer 857
Query and Index 857
Understanding Content Sources 857
Connectors 858
Business Connectivity Services 858
FAST Search for SharePoint 2010 Connectors 858
Understanding Federation 859
Key Business Challenges with Enterprise Search 861
Understanding the Need for Enterprise Search 861
Defining "Mature" Search Requirements 862
Gathering Search Requirements 863
Advanced Business Scenarios 865
Search-Driven Applications 865
Search User Experience 865
Crawled Properties and Managed Properties 866
Advanced Search 866
XXXV
CONTENTS
Search Results 867
People Search 868
Search User Interface 868
Planning for Scale and Redundancy 869
Optimizing Search Performance 870
Optimizing Search Relevancy 871
Summary 872
CHAPTER 28: INDIVIDUAL AND SOCIAL NETWORKING FEATURES 873
Personalization 874
User Profile Information 874
My Site 875
Colleagues, Organizations, and Memberships 876
Colleagues 877
Presence 879
Blogs and Wikis 880
Blogs 880
Micro-blog 880
Wikis 881
Tagging, Ratings, and Notes 882
Tags 882
Bookmarks 883
Feedback and Rating 883
Note Board 883
Key Business Challenges 884
Clarifying Business Requirements 884
Defining and Planning the List of User Profile Properties 884
Storing Personally Identifiable Information 884
Defining Clear Employee Code of Conduct 885
Phasing the Rollout of My Sites to Employees 885
Advanced Business Scenarios 885
Geographically Dispersed My Site Implementations 886
Extending Activity Feeds for Custom Solutions 886
Using Role-Based My Site Dashboards 887
Key Architectural Considerations 887
Identifying User Profile Import Sources 887
Ensuring that Source User Profile Information Is Accurate 888
Identifying and Mapping Profile Import Properties to
SharePoint User Profile Properties 888
Combining Heterogeneous Data to Enrich the SharePoint User Profile 888
Planning for Exclusion Filters 889
(XXVi
CONTENTS
Planning for User Profile and My Site Storage Requirements 890
Enriching People Search 891
Using Multiple Farms 891
Recommended Approach 892
Focusing on Business Drivers and Requirements 892
Considering a Phased Approach to Social Networking 893
Implementing Improvements and New Features Regularly 895
Promoting, Animating, and Incentivizing 895
Defining Clear Goals and Metrics 895
Good Practices 896
Summary 896
CHAPTER 29: BUSINESS CONNECTIVITY SERVICES 899
Introducing Business Connectivity Services 899
Presentation Layer 900
Connectivity Framework 900
Life Cycle Management 901
BCS Features by SharePoint Editions 901
Terms and Concepts 902
BCS Architecture 903
Interaction with LOB Data 905
Client-side Caching 906
Server-side Caching 906
Why You Should Care About BCS 906
Molding Your BCS Solutions 907
Modeling Entities 908
Modeling Associations 908
Enforcing Referential Integrity 910
Authoring Tools 910
Building BCS Solutions Using SharePoint Designer 911
Selecting "Create All Operations" 911
External Columns 913
Taking LOB Data Offline 913
Understanding the Limitations 915
Building BCS Solutions Using Visual Studio 916
Getting Started 916
Deploying Your BCS Solutions 919
BCS Extensibility Points 920
Administrating the BCS Service Application 921
Upgrading BDC to BCS 923
Filtering and Throttling 924
xxxvii
CONTENTS
Searching External Systems 924
Troubleshooting BCS Applications 926
Security926
Authentication Modes 926
Secure Store Service 928
User Security Context 929
Authorization 929
Summary 931
CHAPTER 30: BUSINESS INTELLIGENCE SERVICES 933
Understanding Business Intelligence 933
Understanding Information Storage and Retrieval 934
Affinities between a SharePoint List and Database 936
Structured Versus Unstructured Data 937
Getting Started with Business Intelligence 938
Report 938
Dashboard 939
Key Performance Indicator (KPI) 939
Scorecard 939
Data Source 940
Online Analytical Processing (OLAP) 940
Data Warehouse 940
Cube 940
Using Excel Services 940
Understanding the Excel Services Architecture 942
When to Use Excel Services 944
Excel Services Is Not Just a Pretty Face 944
Using PowerPivot for Excel 944
Understanding the PowerPivot for Excel Architecture 945
When to Use PowerPivot for Excel 945
Using PowerPivot for SharePoint 946
On-demand Server-Side Query Processing 946
When to Use PowerPivot for SharePoint 948
Using PerformancePoint Services 948
Decomposition Tree 951
Understanding the PerformancePoint Services Architecture 952
The Unattended Service Account 953
When to Use PerformancePoint 954
Using Reporting Services 954
Choosing a Report Authoring Tool 955
Understanding the Reporting Services Architecture 955
xxxviii
CONTENTS
Other Reporting Services Offerings 957
When to Use Reporting Services 958
Using Visio Services 958
Capabilities of Visio Services 959
When to Use Visio Services 960
Using Access Services 960
Other Solutions to Retrieve Data 961
Security 962
Summary 964
CHAPTER 31: FORMS SERVICES AND WORKFLOW 965
What Is a Form? 966
What Is a Workflow? 966
Using Forms and Workflow Together 967
Determining if InfoPath Is the Right Choice 968
Understanding Browser-Based Forms 972
Understanding InfoPath XSN and XML Files 974
Using InfoPath Forms in SharePoint 974
Standard InfoPath Forms 974
List Forms 975
Workflow Forms 975
Business Connectivity Services External Content Type Forms 977
InfoPath Form Web Part 977
SharePoint Workspace 2010 978
Working with Data in InfoPath 978
Property Promotion 978
Data Connections 979
Save and Submit 980
InfoPath Deployment 981
Deploying to a Form Library 982
Deploying to a Content Type 982
Administrator-Approved Form Templates 983
Deploying with Features (XsnFeatureReceiver) 984
Workflow in SharePoint 2010 985
Site-Based Workflow 985
Visualization 985
Customize Default Workflows 986
New Activities and Events 986
Pluggable Workflow Services 987
Reusable Workflow 987
Workflow Tasks 988
xxxix
CONTENTS
Workflow History 989
Sequential Workflow Versus State Machine Workflow 989
Sequential Workflow 990
State Machine Workflow 990
Choosing the Correct Type of Workflow 991
Workflow Tools 991
Visio 2010 992
SharePoint Designer 2010 993
Visual Studio 2010 993
Developing, Configuring, or Reusing Workflows 994
Summary 995
CHAPTER 32: RECORDS MANAGEMENT SERVICES 997
Understanding Records Management 997
Understanding a Record 998
Understanding Record Management 998
Understanding the Roles That Are Involved 999
Using a File Plan 1000
The Traditional File Plan 1001
Records Retention and Expiration 1002
File Plan Methodologies 1003
Introducing SharePoint Records Management Features 1004
New and Improved Features of SharePoint 2010 1006
In-Place Management and Dedicated Record Centers 1014
The SharePoint File Plan 1015
Retention 1017
Expiration 1017
Auditing 1017
Record Workflows/Actions 1018
Reporting 1019
Metadata Discovery in Records Management 1020
Key Business Challenges 1021
Understanding Regulatory Compliance Requirements 1021
Understanding the Expectations of eDiscovery 1021
Defining Records Management Policies 1021
Selecting Analysis and Migration Tools 1022
Balancing Metadata Requirements with the End-User Experience 1022
Deciding on an Appropriate Approach 1022
Key SharePoint Architectural Considerations 1023
Planning for the Record Storage 1023
Designing for eDiscovery 1024
CONTENTS
Common Business Scenarios 1024
In-Place Records Management Scenarios 1026
Dedicated Record Centers 1026
Using In-Place and Dedicated Stores 1026
Legal Hold and eDiscovery 1026
Recommended Approach 1026
Business Analysis and Design 1027
Determining Required Technology Enablers 1029
Planning and Configuring Records Management Repositories 1029
Migrating Data 1030
Best Practices 1031
Summary 1031
INDEX 1033
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