PART I: SHAREPOINT ARCHITECT KNOWLEDGE REQUIREMENTS CHAPTER 1: A DIGITAL WORKFORCE FOR A DIGITAL AGE 3

Transcription

1 FOREWORD INTRODUCTION PART I: SHAREPOINT ARCHITECT KNOWLEDGE REQUIREMENTS CHAPTER 1: A DIGITAL WORKFORCE FOR A DIGITAL AGE 3 xliii xlv Understanding Enterprise 2.0 and SharePoint 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 Infl uencing 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 COPYRIGHTED MATERIAL

2 Reviewing the End-User Landscape 35 Factors Infl uencing 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

3 Defi ning 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 USES SHAREPOINT 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

4 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 PART II: THE SHAREPOINT 2010 PLATFORM 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

5 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 Workfl ow 215 Business Forms 216 Summary 218 xxi

6 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 Confi guring 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

7 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 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 xxiii

8 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 PART III: ARCHITECTING ENTERPRISE PORTAL SERVICES 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 Defi ne the Business Drivers 332 Define Portal Capabilities and Blueprint 335 Support Business Drivers 336 Support Key Audiences 337 Portal and Supporting Capabilities 339 Defi ne Your Portal Blueprint 342 Build Your Enterprise Portal Strategy 344 Defi ne 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 xxiv

9 CHAPTER 13: GETTING STARTED WITH YOUR PROGRAM AND 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 Defi ning Your Program Management Plan (PMP) 384 Defi ning Your Project Plan 384 Understanding Resourcing and Roles in Your SharePoint 2010 Team 384 Defi ning Your Business Case and Benefi ts 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 Defi ning Your Marketing and Communication Plan 390 Defi ning an Education and Training Plan 393 Business Onboarding and Exploitation 393 Defi ning and Measuring Success 395 Capturing Lessons Learned 395 Summary 396 xxv

10 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 Defi ning Your Actors and Personas 404 Defi ning Your User Stories, Use Cases, and Scenarios 406 Defining Your Enterprise Metadata Management Requirements 407 Understanding Your Infl uencing Factors 407 Analyzing Your Business Information 409 Understanding SharePoint 2010 Enterprise Metadata Features 411 Defi ning Your SharePoint 2010 Enterprise Metadata 412 Defining Your SharePoint 2010 Containment Model 414 Defi ning Your Web Application Requirements 414 Defi ning Your Site Collection and Subsite Requirements 417 Defi ning 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 Defi ning Your Navigation Structure 439 Defining Your People Experience 443 Defi ning a Unified, Convergent Experience 443 Defi ning 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 xxvi

11 Researching Company Brand Guidelines 448 Understanding Your Visual Design Drivers 450 Defi ning 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 Defi nitions 470 Understanding the Common Site Provisioning Models 474 Deciding between Custom Web Templates, Custom Site Defi nitions, and Out-of-the-Box Site Defi nitions 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 Confi guration 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 xxvii

12 User Experience 501 Pages, Web Parts, and Confi guration 502 Processes, Workfl ows, 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 Proposed Application Architecture 513 Identifying Bottlenecks Likely to Impact Your Enterprise WAN 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 Confi guration 538 SQL Server 2005, SQL Server 2008, or SQL Server 2008 R2 539 xxviii

13 Planning Your Configuration Management 542 Implementing Confi guration Management 542 Tools Used for Confi guration 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 Confi guration 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 xxix

14 User Profi le 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 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 Trusted Provider Claims 626 Windows Claims 640 xxx

15 Forms-Based Authentication Claims 642 Classic-mode Authentication in SharePoint 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 CONTINUITY MANAGEMENT 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

16 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

17 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 PART IV: REAL-WORLD SERVICE DESIGN CONSIDERATIONS 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 xxxiii

18 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 Confl icting 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 Workfl ow 806 Offline 806 Co-authoring in Office 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 xxxiv

19 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 Defi ning 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 Defi ning 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

20 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 Profi le 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 Defi ning and Planning the List of User Profi le Properties 884 Storing Personally Identifi able Information 884 Defi ning 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 Profi le Import Sources 887 Ensuring that Source User Profi le Information Is Accurate 888 Identifying and Mapping Profi le Import Properties to SharePoint User Profi le Properties 888 Combining Heterogeneous Data to Enrich the SharePoint User Profi le 888 Planning for Exclusion Filters 889 xxxvi

21 Planning for User Profi le 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 Defi ning 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

22 Searching External Systems 924 Troubleshooting BCS Applications 926 Security 926 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

23 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 Workfl ow Forms 975 Business Connectivity Services External Content Type Forms 977 InfoPath Form Web Part 977 SharePoint Workspace 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 Site-Based Workfl ow 985 Visualization 985 Customize Default Workfl ows 986 New Activities and Events 986 Pluggable Workfl ow Services 987 Reusable Workfl ow 987 Workflow Tasks 988 xxxix

24 Workflow History 989 Sequential Workflow Versus State Machine Workflow 989 Sequential Workfl ow 990 State Machine Workfl ow 990 Choosing the Correct Type of Workfl ow 991 Workflow Tools 991 Visio SharePoint Designer Visual Studio 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 In-Place Management and Dedicated Record Centers 1014 The SharePoint File Plan 1015 Retention 1017 Expiration 1017 Auditing 1017 Record Workfl ows/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 Defi ning 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 xl

25 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 Confi guring Records Management Repositories 1029 Migrating Data 1030 Best Practices 1031 Summary 1031 INDEX 1033 xli