SharePoint 2010 BOOKS. Microsoft. Emer McKenna Kevin Laahs Veli-Matti Vanamo. Making Everything Easier!

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1 Making Everything Easier! Microsoft SharePoint 2010 A L L - I N - O N E 4 BOOKS IN 1 Introduction to SharePoint Architecture and Planning Managing Services Using the SharePoint Services Emer McKenna Kevin Laahs Veli-Matti Vanamo

2 Get More and Do More at Dummies.com Start with FREE Cheat Sheets Cheat Sheets include Checklists Charts Common Instructions And Other Good Stuff! To access the Cheat Sheet created specifically for this book, go to Get Smart at Dummies.com Dummies.com makes your life easier with 1,000s of answers on everything from removing wallpaper to using the latest version of Windows. Check out our Videos Illustrated Articles Step-by-Step Instructions Plus, each month you can win valuable prizes by entering our Dummies.com sweepstakes. * Want a weekly dose of Dummies? Sign up for Newsletters on Digital Photography Microsoft Windows & Office Personal Finance & Investing Health & Wellness Computing, ipods & Cell Phones ebay Internet Food, Home & Garden Find out HOW at Dummies.com *Sweepstakes not currently available in all countries; visit Dummies.com for official rules.

3 SharePoint 2010 ALL-IN-ONE FOR DUMmIES

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5 SharePoint 2010 ALL-IN-ONE FOR DUMmIES by Emer McKenna, Kevin Laahs, and Veli-Matti Vanamo

6 SharePoint 2010 All-in-One For Dummies Published by Wiley Publishing, Inc. 111 River Street Hoboken, NJ Copyright 2011 by Wiley Publishing, Inc., Indianapolis, Indiana Published by Wiley Publishing, Inc., Indianapolis, Indiana Published simultaneously in Canada No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning or otherwise, except as permitted under Sections 107 or 108 of the 1976 United States Copyright Act, without either the prior written permission of the Publisher, or authorization through payment of the appropriate per-copy fee to the Copyright Clearance Center, 222 Rosewood Drive, Danvers, MA 01923, (978) , fax (978) Requests to the Publisher for permission should be addressed to the Permissions Department, John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030, (201) , fax (201) , or online at Trademarks: Wiley, the Wiley Publishing logo, For Dummies, the Dummies Man logo, A Reference for the Rest of Us!, The Dummies Way, Dummies Daily, The Fun and Easy Way, Dummies.com, Making Everything Easier, and related trade dress are trademarks or registered trademarks of John Wiley & Sons, Inc. and/ or its affiliates in the United States and other countries, and may not be used without written permission. SharePoint is a registered trademark of Microsoft Corporation. All other trademarks are the property of their respective owners. Wiley Publishing, Inc., is not associated with any product or vendor mentioned in this book. LIMIT OF LIABILITY/DISCLAIMER OF WARRANTY: THE PUBLISHER AND THE AUTHOR MAKE NO REPRESENTATIONS OR WARRANTIES WITH RESPECT TO THE ACCURACY OR COMPLETENESS OF THE CONTENTS OF THIS WORK AND SPECIFICALLY DISCLAIM ALL WARRANTIES, INCLUDING WITH- OUT LIMITATION WARRANTIES OF FITNESS FOR A PARTICULAR PURPOSE. NO WARRANTY MAY BE CREATED OR EXTENDED BY SALES OR PROMOTIONAL MATERIALS. THE ADVICE AND STRATEGIES CONTAINED HEREIN MAY NOT BE SUITABLE FOR EVERY SITUATION. THIS WORK IS SOLD WITH THE UNDERSTANDING THAT THE PUBLISHER IS NOT ENGAGED IN RENDERING LEGAL, ACCOUNTING, OR OTHER PROFESSIONAL SERVICES. IF PROFESSIONAL ASSISTANCE IS REQUIRED, THE SERVICES OF A COMPETENT PROFESSIONAL PERSON SHOULD BE SOUGHT. NEITHER THE PUBLISHER NOR THE AUTHOR SHALL BE LIABLE FOR DAMAGES ARISING HEREFROM. THE FACT THAT AN ORGANIZA- TION OR WEBSITE IS REFERRED TO IN THIS WORK AS A CITATION AND/OR A POTENTIAL SOURCE OF FURTHER INFORMATION DOES NOT MEAN THAT THE AUTHOR OR THE PUBLISHER ENDORSES THE INFORMATION THE ORGANIZATION OR WEBSITE MAY PROVIDE OR RECOMMENDATIONS IT MAY MAKE. FURTHER, READERS SHOULD BE AWARE THAT INTERNET WEBSITES LISTED IN THIS WORK MAY HAVE CHANGED OR DISAPPEARED BETWEEN WHEN THIS WORK WAS WRITTEN AND WHEN IT IS READ. For general information on our other products and services, please contact our Customer Care Department within the U.S. at , outside the U.S. at , or fax For technical support, please visit Wiley also publishes its books in a variety of electronic formats. Some content that appears in print may not be available in electronic books. Library of Congress Control Number: ISBN: Manufactured in the United States of America

7 About the Authors Emer McKenna is the founder of N2C, Inc. a Sacramento based corporation, through which she provides independent consulting services to her clients. Emer focuses on Microsoft technologies including Microsoft Exchange, SharePoint Products and Technologies, SharePoint Workspace 2010 and Office Communications Server. Prior to branching out on her own Emer worked as a Technology Consultant for Hewlett Packard; Emer spent 15 wonderful years with HP working initially as a Digital employee, then a Compaq employee and finally as an employee of HP. Emer has had the good fortune of working with SharePoint from its initial beta release (code named Tahoe) and is the co-author of three previous SharePoint books coinciding with each major version release. Emer looks forward to continuing her exploration of Microsoft technologies and sharing her knowledge through published media. When Emer is not working she joins her husband in the wonderful, glittery, sparkly world of parenting their two little girls, Caoimhe (7) and Niamh (4). You can catch Emer on her blog or through at emer.mckenna@n2cinc.com. Kevin Laahs lives in Scotland and has been in the IT industry for more than 30 years. He is a Technology Strategist with HP Enterprise Services and works as astrategic advisor to many of HP s worldwide customers with his main technical focus being Messaging and Collaboration technologies. He helps clients plan, design and implement infrastructures that help them meet their business goals. Kevin is a frequent speaker at industry events and writes regularly for industry publications. Outside of his working life Kevin enjoys golf and music neither of which he is as good at as he would like to be. Kevin can be reached at kevin.laahs@hp.com Veli-Matti Vanamo is a Technical Consultant in the HP Software & Services Information Management practice. His main focus is designing, developing and deploying enterprise knowledge management systems based on Microsoft SharePoint. Veli-Matti has worked with over 20 major global customers including The Walt Disney Company, Procter & Gamble, Bank of America, World Health Organization, Sygenta, General Motors and Bank of Montreal. Veli-Matti was the Lead Technical Architect responsible for the internal HP Services Global Knowledge Management Systems and deployment of Microsoft Office SharePoint Server architecture. Veli-Matti is a member of number of Technical Review Boards, including Microsoft Developer Advisory Council for SharePoint 2010 and Microsoft Office SharePoint Server Veli-Matti is a frequent speaker at industry conferences such as Microsoft TechEd, Microsoft TechNet and MSD2D Web Casts and a co-author of three books on Microsoft SharePoint.

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9 Dedication This book is dedicated to our ever-patient families: Michael, Caoimhe, and Niamh; Wendy, Jenny,and Euan; Audrey, Christian, and Cora. Thanks for supporting us through yet another writing adventure.

10 Authors Acknowledgments We did it! And I say that with pride and incredulity. The pride bit is obvious. This book is the product of a lot of hard work, perseverance, dedication and determination. The incredulity comes from the fact that I actually got to write another book with Kevin this is the fourth book I have had the pleasure of co-authoring with him and after our last book I believed him when he said that he was done writing techie books. I wasn t ready to hang up my writing boots and was resigned to the fact that I would proceed with my next book sans Kevin and Veli. Imagine my surprise when Kevin actually agreed to Veli s proposition of coauthoring another SharePoint 2010 book! Thank you for saying yes Kevin, it was an honor to write with you again, and thanks to Veli for giving you the bait. We had initially planned on going the self-publishing route, but that changed when Wiley came knocking on the door with an offer to write SharePoint 2010 All-In-One Desk Reference for Dummies. We jumped at the chance. Thank you to my literary agent Carol Jelen from Waterside Productions for introducing me to Katie Feltman from Wiley Publishing. Thank you to Katie for the opportunity to write for such a wonderful series and a reputable publisher. It has been an incredibly satisfying, rewarding and educational experience. The Wiley staff are brilliant! Thank so much to Katie and Pat O Brien for their incredible patience and support throughout this whole process. Thanks to Pat, Barry, Lisa, Laura, and Matthew for your very thorough and enlightening edits you really brought our text to life. Special thanks to the wonderful folks at Temple Coffee (29th and S) in Sacramento. Lori, Leslie, Bethany, Ben, Spencer and Lauren, thank you all so much for being such gracious hosts and for putting up with me for hours on end while I tapped away on my laptop. The coffee creations that you all make are true works of art, without which this book would never have been completed. Thanks to you, the reader, for purchasing our book. We hope you find this book useful in your SharePoint journey as that s what makes all the hard work put into writing this book worthwhile. If you have any feedback or questions regarding the content, feel free to contact us and we ll try our best to help you out. Thank you to my ever loving and supportive family. To my Mum, Dad, sisters and their hubbys, thank you for your constant encouragement. Love you all. To Caoimhe and Niamh, my sweet, sweet girls. Thank you for being so patient with me and excited for me as I completed each chapter. Your smiles and

11 voices light up my whole world. I love you with all my heart. And finally and most importantly to my husband Michael, thank you for being, and continuing to be, my rock. I love you. Emer McKenna I recall saying to myself, Have you lost your mind? when agreeing to embark on yet another book. In fact I recall saying those exact words to Veli when he first mooted the idea. And my co-authors and those closest to me will doubtless say that I have indeed lost my mind when I tell you that, overall, I did actually enjoy the experience. They would be correct in stating that all the evidence during the writing process was to the contrary but, now that our fourth book is complete, I can reflect that I enjoyed writing in a different style to our previous books. Writing a For Dummies book is a great way of cutting through the hype and simply explaining how to get stuff done. To achieve this you need to learn the subject matter in great detail and then think about it in practical terms. This is what I enjoyed from the experience since, in the end, technology is all about making people s lives simpler. So I d like to acknowledge Wiley for being patient with us as we mastered the style and for all their help in getting the book to print. Thanks to Emer for handling all the logistics this time through and Veli don t you ever come to me again with such a ridiculous idea as writing another book since my wife, Wendy, and children, Jenny and Euan, have been put through enough. Kevin Laahs Thanks to Emer and Kevin for once again agreeing to co-author our third book together, once I saw SharePoint 2010 at the Microsoft Airlift in June 2009 I just knew we had to do this. I m sorry my timelines were ever shifting, Emer & Kevin -- you will always be my favorite Goose & Maverick. Thank you Audrey, my ever wonderful wife and our two little ones, Christian and Cora, for putting up with me through the process and giving me the time to put into this project. I love you guys. Thanks to my family around the world for encouraging and pushing ever forwards, especially my mother. Thanks to our colleagues at HP and Microsoft for being a sounding board and an anchor throughout the process; especially Brian Carter, Eric Tipton, Paul Turner, Doron Bar-Caspi and Kimmo Forss. Thanks to the rest of the HP Academy crew for not making feel bad about missing few parties to finish off the last few chapters; Wendy, Lex, Mark, Matthew and Amish. And lastly, thanks to the best customer I could ask for; Department of Social Protection-- Helen, Dave, Pat and the rest of the crew. Veli-Matti Vanamo

12 Publisher s Acknowledgments We re proud of this book; please send us your comments at For other comments, please contact our Customer Care Department within the U.S. at , outside the U.S. at , or fax Some of the people who helped bring this book to market include the following: Acquisitions, Editorial Project Editor: Pat O Brien Acquisitions Editor: Katie Feltman Senior Copy Editor: Barry Childs-Helton Copy Editor: Laura Miller Technical Editor: Matthew McDermott Editorial Manager: Kevin Kirschner Editorial Assistant: Amanda Graham Sr. Editorial Assistant: Cherie Case Cartoons: Rich Tennant ( Composition Services Project Coordinator: Sheree Montgomery Layout and Graphics: Ashley Chamberlain Proofreaders: John Greenough, Lisa Stiers Indexer: Broccoli Information Management Publishing and Editorial for Technology Dummies Richard Swadley, Vice President and Executive Group Publisher Andy Cummings, Vice President and Publisher Mary Bednarek, Executive Acquisitions Director Mary C. Corder, Editorial Director Publishing for Consumer Dummies Diane Graves Steele, Vice President and Publisher Composition Services Debbie Stailey, Director of Composition Services

13 Contents at a Glance Introduction... 1 Book I: Introduction to SharePoint... 5 Chapter 1: Getting to Know SharePoint...7 Chapter 2: Introducing Microsoft SharePoint Foundation Chapter 3: Getting Started with a Basic Site...55 Chapter 4: Introducing SharePoint Server Chapter 5: Enterprise Content Management...95 Chapter 6: Office 2010 and Office Web Applications Book II: Architecture and Planning Chapter 1: The Framework Chapter 2: Assessing Authentication Options Chapter 3: Considering the Logical Architecture Chapter 4: Designing the Logical Architecture Chapter 5: Planning for Performance and Scalability Chapter 6: Touring Central Administration Chapter 7: Automating with PowerShell Chapter 8: Using Service Applications Book III: Services Configuration and Management Chapter 1: Analyzing Access Services Chapter 2: Burrowing into Business Connectivity Services Chapter 3: Exploring Excel Services Chapter 4: Investigating InfoPath Forms Services Chapter 5: Maneuvering the Managed Metadata Service Chapter 6: Submerging into Search Chapter 7: User Profiles, Organization Profiles, and Audiences Chapter 8: Considering PerformancePoint Services Chapter 9: Considering Visio Services...581

14 Book IV: Using the SharePoint Services Chapter 1: Publishing Access Applications Chapter 2: Connecting to External Data Chapter 3: Using External Content Chapter 4: Working with Excel Services Chapter 5: Investigating InfoPath Designer Chapter 6: Designing Browser Compatible Forms Chapter 7: Examining the InfoPath Forms Services Tools Chapter 8: Designing and Administering Search Chapter 9: SharePoint Gets Social Index

15 Table of Contents Introduction... 1 Who Should Read This Book...1 How to Use This Book...2 Foolish Assumption...2 How This Book Is Organized...2 Book I: Introduction to SharePoint...2 Book II: Architecture and Planning...3 Book III: Services Configuration and Management...3 Book IV: Using the SharePoint Services...3 Icons Used in This Book...4 Ready, Set, Go... but Go Where?...4 Book I: Introduction to SharePoint... 5 Chapter 1: Getting to Know SharePoint Catching up with SharePoint Evolution...8 Why SharePoint Evolution Matters to Your Company...11 How SPS 2001 adapted to match business needs...11 How SharePoint changed along with related products...12 SharePoint finds a renewed purpose...14 SharePoint gets new powers...17 Fitting SharePoint into Unified Communications...21 Knowing all the parts that make up SharePoint Putting the parts of SharePoint together for business collaboration...23 Chapter 2: Introducing Microsoft SharePoint Foundation Spotlighting SharePoint Foundation...25 Putting SPS on top of SPF...26 SharePoint Foundation Basics...28 Untying some commands on the Ribbon...28 Setting up SharePoint sites...31 Designing your site framework...32 Creating a site collection...34 Securing access to content...38 Lists, libraries, views, and content types...41 Scaling your lists to fit the job...43 SharePoint as a Development Platform...45 Dissecting SharePoint Web solutions...45 Developing with a browser, SharePoint Designer, and Visual Studio...47