PROFESSIONAL. Chapter 24 Business Connectivity Services in SharePoint Chapter 25 Building Workflows in SharePoint

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2 PROFESSIONAL SharePoint 2010 Administration FOREWORD xxxi Introduction...xxxiii Chapter 1 What s New in SharePoint Chapter 2 The New and Improved User Experience Chapter 3 Architecture and Capacity Planning...59 Chapter 4 Installing and Configuring SharePoint Chapter 5 Upgrading from SharePoint 2007 to SharePoint Chapter 6 Using the New Central Administration Chapter 7 Understanding the Service Application Architecture Chapter 8 Securing and Managing Site Content Chapter 9 Claims-Based Authentication Chapter 10 Administering SharePoint 2010 with Windows PowerShell Chapter 11 Managing Navigation and Understanding Governance Chapter 12 Configuring SharePoint 2010 for High Availability Backups Chapter 13 Using Features and Solution Packages Chapter 14 Configuring and Managing Enterprise Search Chapter 15 Monitoring SharePoint Chapter 16 Managed Metadata Service Applications Chapter 17 Social Computing and SharePoint Chapter 18 Integrating the Office 2010 Clients with SharePoint Chapter 19 The Office Web Applications Chapter 20 PerformancePoint Services and Business Intelligence Chapter 21 New Content Management Capabilities in SharePoint Chapter 22 Working with SharePoint Designer Chapter 23 Branding SharePoint Chapter 24 Business Connectivity Services in SharePoint Chapter 25 Building Workflows in SharePoint Index

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4 Professional SharePoint 2010 Administration

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6 Professional SharePoint 2010 Administration Todd Klindt Shane Young Steve Caravajal

7 Professional SharePoint 2010 Administration Published by Wiley Publishing, Inc Crosspoint Boulevard Indianapolis, IN Copyright 2010 by Wiley Publishing, Inc., Indianapolis, Indiana Published simultaneously in Canada ISBN: ISBN: (ebk) ISBN: (ebk) ISBN: (ebk) Manufactured in the United States of America 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 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 without 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 organization or Web site 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 Web site may provide or recommendations it may make. Further, readers should be aware that Internet Web sites 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 United States at (877) , outside the United States at (317) or fax (317) 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: Trademarks: Wiley, the Wiley logo, Wrox, the Wrox logo, Programmer to Programmer, 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 in the United States and/or other countries. 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.

8 I d like to dedicate this book to my wife, Jill. Without her support, strength, and tolerance for how crazy book writing makes me, this would have never been possible. Not only did she put up with the hours I spent writing this book, and taking care of our daughter, she was pregnant the whole time, giving birth a couple of days before I submitted my last content. Simply amazing. When our children grow up well adjusted and normal it will be because of her. Thanks Babe, love you so much. To d d This book is dedicated to Baby Grant. Hi buddy. You are nine months old as I write these words. I hope one day you will knock the dust off this book and read this, but since there is no cow that goes moo or ghost that says boo it might be a few years from now. When you do, realize you can be or do anything you want in life. It just takes hard work and dedication. Your mother and I love you. Sh a n e To Rosemary; my wife, companion, and friend. St e v e

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10 About the Authors Todd Klindt has been a professional computer nerd for 15 years, and was an amateur computer nerd before that. After finding out in college that his desire for food and shelter and his abilities at programming were not compatible, he decided to try being an administrator instead. He got his MCSE in 1997 and spent a lot of time taming Windows Server, Exchange Server, and the unlucky SQL Server here and there. In 2002 he was tasked with setting up a web page for his IT department. He couldn t program, and he couldn t design with HTML to save his life. He found SharePoint Team Services on an Office XP CD and decided to give it a shot. Turns out SharePoint was just what the doctor ordered. As each version of SharePoint was released, Todd became more and more enamored with it. In 2005 Todd was awarded Microsoft s MVP award for Windows SharePoint Services. Since then he has written for a couple of SharePoint books, a couple of magazine articles, and had the pleasure of speaking in more places than he can believe. To pay the bills he s a SharePoint consultant and trainer with SharePoint911. He can be found on Twitter dispensing invaluable SharePoint and relationship advice For the web 1.0 folks he also has a blog at Todd lives in Ames, Iowa with his lovely wife Jill, their two daughters Lily and Penny, and their two feline masters, Carlos and Louise. Shane Young has over 14 years experience architecting and administering largescale server farms using Microsoft enterprise technologies. For the past six years, he has been working exclusively with SharePoint Products and Technologies as a consultant, author, and trainer. He has architected SharePoint solutions for clients ranging from 20 to 50,000 users. Shane has been awarded the SharePoint Server MVP designation for five consecutive years. He is also a renowned speaker at national and international Microsoft conferences. He is the author of several of the leading SharePoint 2007 and 2010 SharePoint Training courses, several Microsoft whitepapers, numerous books, and various SharePoint 2010 videos. You can contact Shane on Facebook, LinkedIn, Twitter@ShanesCows, via at shane@sharepoint911.com, his blog at or through his company s website at Shane lives in Cincinnati, Ohio with his wife Nicola, his son Grant, and their two dogs. Steve Caravajal is a Principal Architect with the Microsoft Corporation. Steve has 23+ years experience in technology and product development, consulting, and training. At Microsoft, Steve s focus includes architecting enterprise solutions that include SharePoint, Office, and custom.net applications. He has been architecting, deploying and customizing SharePoint solutions for over 10 years. He holds a Bachelor of Science degree in Chemistry and Mathematics, a Doctoral degree in Chemistry and Computer science, and he is an Adjunct Professor at a couple of local universities. Steve has several patents and published articles, speaks at conferences and has written two previous books: SharePoint 2007 and Office Development Expert Solutions, and Inside SharePoint 2007 Administration. He has also written and managed the development of numerous enterprise software applications in C++, Java and.net.

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12 About the Technical Editors Jennifer Mason has dedicated the last seven years to working with SharePoint. She started out as an intern focused on SharePoint and eventually began working as a full-time SharePoint consultant. She is currently working as a Senior SharePoint Consultant with the team at SharePoint911. Her focus has been on strategy, project planning, project management, governance, and best practices for implementing business solutions using SharePoint Technologies. She has worked with a range of companies at different points in the lifecycles of their SharePoint implementation. She is passionate about SharePoint, and loves using the out of the box features to bring immediate ROI to the organization. Jennifer is involved in the SharePoint community and is one of the founding members of the Columbus Ohio SharePoint Users Group. You can learn more about Jennifer by viewing her blog at blogs/jennifer/default.aspx. Jeff DeVerter has been working with SharePoint since 2003, which was early in the v2 product line. He has been involved in several disciplines within SharePoint, including System Planning and Architecture, Governance and Taxonomy, end user development, Security Planning and Implementation, and Training. Jeff is currently the architect of Rackspace Hosting s SharePoint offering. Before joining Rackspace, Jeff worked with Fortune 100 Financial Services companies including World Savings (Golden West Financial) and USAA (United Services Automobile Association), where he worked as an Enterprise Architect over Collaboration and Enterprise Search.

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14 Credits Acquisitions Editor Paul Reese Project Editor Sara Shlaer Technical Editors Jennifer Mason Jeff DeVerter Contributing Authors Bill Baer Darrin Bishop Chris Caravajal Randy Drisgill Ryan Keller Jennifer Mason Larry Riemann Laura Rogers John Ross Production Editor Eric Charbonneau Copy Editor Luann Rouff Editorial Director Robyn B. Siesky Editorial Manager Mary Beth Wakefield Associate Director of Marketing David Mayhew Production Manager Tim Tate Vice President and Executive Group Publisher Richard Swadley Vice President and Executive Publisher Barry Pruett Associate Publisher Jim Minatel Project Coordinator, Cover Lynsey Stanford Compositor Craig Johnson, Happenstance Type-O-Rama ProofreaderS Nancy Bell and Beth Prouty Indexer Johnna VanHoose Dinse Cover Designer Michael E. Trent Cover Image Loic Bernard/istockphoto

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