Microsoft sharepoint 2013 inside out

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Microsoft sharepoint 2013 inside out

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www.it-ebooks.info www.it-ebooks.info Microsoft SharePoint 2013 Inside Out Darvish Shadravan Penelope Coventry Thomas Resing Christina Wheeler www.it-ebooks.info Published with the authorization of Microsoft Corporation by: O’Reilly Media, Inc 1005 Gravenstein Highway North Sebastopol, California 95472 Copyright © 2013 by PPP Consulting Ltd All rights reserved No part of the contents of this book may be reproduced or transmitted in any form or by any means without the written permission of the publisher ISBN: 978-0-7356-6699-3 LSI Printed and bound in the United States of America Microsoft Press books are available through booksellers and distributors worldwide If you need support related to this book, email Microsoft Press Book Support at mspinput@microsoft.com Please tell us what you think of this book at http://www.microsoft.com/learning/booksurvey 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 The example companies, organizations, products, domain names, email addresses, logos, people, places, and events depicted herein are fictitious No association with any real company, organization, product, domain name, email address, logo, person, place, or event is intended or should be inferred This book expresses the author’s views and opinions The information contained in this book is provided without any express, statutory, or implied warranties Neither the authors, O’Reilly Media, Inc., Microsoft Corporation, nor its resellers, or distributors will be held liable for any damages caused or alleged to be caused either directly or indirectly by this book Acquisitions and Development Editor: Kenyon Brown Production Editor: Rachel Steely Editorial Production: S4Carlisle, Inc Technical Reviewer: Neil Hodgkinson Copyeditor: S4Carlisle, Inc Indexer: BIM Publishing Services, Inc Cover Design: Twist Creative • Seattle Cover Composition: Karen Montgomery Illustrator: S4Carlisle, Inc www.it-ebooks.info This book is dedicated to my four amazing children: ­Hannah, Sydney, Devin, and Zoe Being your daddy is the most ­magnificent opportunity life has presented to me —Darvish Shadravan I dedicate this book to my lifelong friend and sister, Paula, ­together with her husband, Bruce They may be far away, but they are close to my heart —Penny Coventry To the love of my life, Kerri, and my daughter, Elise I love you and couldn’t have done this without your support —Tom Resing I dedicate this book to my wonderful and amazing daughter, Kiana She is such a blessing in my life and I couldn’t imagine my life without her —Christina Wheeler www.it-ebooks.info www.it-ebooks.info Contents at a glance Chapter Introducing SharePoint 2013 Chapter Administration for business users 23 Chapter Working with list and library apps 51 Chapter Working with collaboration sites 99 Chapter Using Office applications with SharePoint 121 Chapter Sharing information with SharePoint social networking 167 Chapter Using and creating workflows 187 Chapter 15 Implementing better business intelligence with Excel Services and SQL Server 2012 503 Chapter 16 Building powerful dashboards with PerformancePoint Services 551 Chapter 17 Working with Visio Services 601 Chapter 18 Discovering information with SharePoint 2013 Search 633 Chapter 19 Creating a customized SharePoint 2013 search experience 659 Chapter Planning site content 243 Chapter 20 Creating, managing, and designing sites 683 Chapter Creating and formatting content pages 273 Chapter 21 Creating enterprise forms 735 Chapter 10 Adding, editing, connecting, and maintaining web parts 327 Chapter 22 Working with external content 763 Chapter 11 Managing documents 361 Chapter 23 Introduction to custom development 807 Chapter 12 Designing web content management sites 387 Chapter 13 Implementing compliance, records management, and eDiscovery 437 Chapter 14 Planning for business intelligence and key performance indicators 467 v www.it-ebooks.info www.it-ebooks.info Table of contents Introduction xix Chapter 1: Introducing SharePoint 2013 The SharePoint wheel Sites Communities Content Search Insights Composites What’s new in SharePoint 2013 Share Discover Organize 11 Build 15 Manage 17 Built for the cloud 19 Hardware and software requirements 20 Summary 21 Chapter 2: Administration for business users 23 Two categories of administration Business user administration IT professional administration Installation and configuration decisions Hosted SharePoint or on-premises SharePoint? The SharePoint structure Comparing a SharePoint web application to a tree Farm scalability, service applications, and databases The content database as a unit of storage Search administration 23 23 24 25 26 29 30 33 34 37 What you think of this book? We want to hear from you! Microsoft is interested in hearing your feedback so we can continually improve our books and learning resources for you To participate in a brief online survey, please visit: microsoft.com/learning/booksurvey vii www.it-ebooks.info viii Table of Contents Security Authentication and authorization Types of authentication Securing web applications More security settings at the web-application level Upgrades and migration Upgrading from SharePoint 2010 Migrating content to SharePoint Server 2013 Summary Chapter 3: 38 39 40 41 42 45 45 47 49 Working with list and library apps 51 What’s new with list and library apps Drag-and-drop functionality Live preview thumbnails The ellipsis Creating lists Creating a new list from the predefined lists Creating a custom list Creating libraries and site columns Creating a library Creating a site column Modifying list and library settings Modifying general settings Modifying versioning settings Modifying advanced settings Modifying validation settings Modifying column default value settings Modifying rating settings Modifying audience targeting settings Modifying form settings Updating permissions and management Deleting lists or document libraries Saving a list or library as a template Editing permissions for a list or library Adding a user to a list or library Removing a user from a list or library Checking permissions on a list or library Managing files that have no check-in version Modifying workflow settings Modifying information management policy settings Modifying enterprise metadata and keywords settings Generating a file plan report Creating and modifying list and library views Creating a list or library view Modifying and deleting views www.it-ebooks.info 52 52 53 56 58 60 61 64 65 67 68 68 69 72 75 76 76 77 77 77 77 78 80 81 82 83 84 85 87 87 88 88 89 92 ... www.it-ebooks.info www.it-ebooks.info Introduction Welcome to Microsoft SharePoint 2013 Inside Out, the definitive guide to working with Microsoft SharePoint 2013 SharePoint has been helping teams stay connected...www.it-ebooks.info Microsoft SharePoint 2013 Inside Out Darvish Shadravan Penelope Coventry Thomas Resing Christina Wheeler www.it-ebooks.info Published with the authorization of Microsoft Corporation... http://www .microsoft. com/learning/booksurvey Microsoft and the trademarks listed at http://www .microsoft. com/about/legal/en/us/ IntellectualProperty/Trademarks/EN-US.aspx are trademarks of the Microsoft

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  • Table of contents

  • Introduction

  • Chapter 1: Introducing SharePoint 2013

    • The SharePoint wheel

      • Sites

      • Communities

      • Content

      • Search

      • Insights

      • Composites

    • What’s new in SharePoint 2013

      • Share

      • Discover

      • Organize

      • Build

      • Manage

    • Built for the cloud

    • Hardware and software requirements

    • Summary

  • Chapter 2: Administration for business users

    • Two categories of administration

      • Business user administration

      • IT professional administration

    • Installation and configuration decisions

      • Hosted SharePoint or on-premises SharePoint?

    • The SharePoint structure

      • Comparing a SharePoint web application to a tree

      • Farm scalability, service applications, and databases

      • The content database as a unit of storage

    • Search administration

    • Security

      • Authentication and authorization

      • Types of authentication

      • Securing web applications

      • More security settings at the web-application level

    • Upgrades and migration

      • Upgrading from SharePoint 2010

      • Migrating content to SharePoint Server 2013

    • Summary

  • Chapter 3: Working with list and library apps

    • What’s new with list and library apps

      • Drag-and-drop functionality

      • Live preview thumbnails

      • The ellipsis

    • Creating lists

      • Creating a new list from the predefined lists

      • Creating a custom list

    • Creating libraries and site columns

      • Creating a library

      • Creating a site column

    • Modifying list and library settings

      • Modifying general settings

      • Modifying versioning settings

      • Modifying advanced settings

      • Modifying validation settings

      • Modifying column default value settings

      • Modifying rating settings

      • Modifying audience targeting settings

      • Modifying form settings

    • Updating permissions and management

      • Deleting lists or document libraries

      • Saving a list or library as a template

      • Editing permissions for a list or library

      • Adding a user to a list or library

      • Removing a user from a list or library

      • Checking permissions on a list or library

      • Managing files that have no check-in version

    • Modifying workflow settings

    • Modifying information management policy settings

    • Modifying enterprise metadata and keywords settings

    • Generating a file plan report

    • Creating and modifying list and library views

      • Creating a list or library view

      • Modifying and deleting views

    • Working with list content

      • Calculated columns

      • List validations

      • When to use folders

    • Limitations and workarounds

      • Software boundaries, limits, and thresholds

      • Throttling

      • Indexing columns

    • Summary

  • Chapter 4: Working with collaboration sites

    • Creating team sites

      • Customizing team sites

      • Working with document libraries

      • Using SkyDrive Pro

      • Sharing sites, libraries, and files

      • Using a team notebook

      • Using a site mailbox

    • Understanding project sites

      • Managing tasks

    • Summary

  • Chapter 5: Using Office applications with SharePoint

    • Editing documents in Office

      • Opening and saving files in SharePoint libraries

      • Checking in and checking out files

      • Coauthoring with SharePoint 2013

      • Managing versions of a file from within Word, PowerPoint, Excel, or Visio

    • Integrating Excel with SharePoint

      • Sharing a Excel workbook with SharePoint

      • Importing Excel data into a SharePoint list

      • Analyzing SharePoint list data in Excel

    • Integrating Access with SharePoint

      • Using Access Services

      • Moving Access data into SharePoint lists

    • Integrating OneNote with SharePoint

    • Integrating Outlook with SharePoint

    • Using form libraries

    • Integrating Project with SharePoint

    • Using SkyDrive Pro with SharePoint

    • Using Office Web Apps with SharePoint

    • Summary

  • Chapter 6: Sharing information with

    • The Newsfeed

    • Community sites

      • Community portal

      • Community Site template

      • Visiting and joining communities

      • Discussions

      • Reputations

    • Performing community site management

      • Creating communities

      • Setting permissions

      • Changing community settings

      • Managing and creating categories

      • Setting achievement and reputation settings

    • Moderating a community

      • Moderation tasks

      • Promoting people and content

    • Extending your community to the cloud with Yammer

    • Summary

  • Chapter 7: Using and creating workflows

    • SharePoint workflow basics

      • Process automation methods

      • Planning for process automation

      • Introducing workflow terminology

      • Using workflow templates and workflow instances

    • Gathering requirements using Visio diagrams

      • Creating a Visio diagram

      • Adding conditions and actions to a Visio diagram

      • Validating and exporting a Visio SharePoint workflow diagram

      • Importing a Visio diagram into SharePoint Designer

    • Creating, editing, and managing custom workflows with SharePoint Designer

      • Creating workflows and workflow templates

      • Using conditions, actions, steps, stages, and loops

      • Using the Workflow Settings page

      • Editing workflows

      • Authoring work using the Visual Designer

      • Working with the Text-Based Designer

      • Obtaining data not saved in the current item

    • Summary

  • Chapter 8: Planning site content

    • An introduction to information architecture

      • Start with purpose

      • Use a sandbox

      • Prototypes or wireframes

      • Card sorting

    • Governance

      • What is SharePoint governance?

      • How to govern SharePoint

      • Governance by site audience

      • Search

    • Choosing a content manager

      • Identifying the content manager on the page

    • Planning content for Internet sites

      • Tight governance for public messaging

      • Separate content by audience

      • Open to the public with anonymous permissions

    • Advanced planning considerations

      • IRM

      • Data protection, recoverability, and availability

    • Summary

  • Chapter 9: Creating and formatting content pages

    • Creating and modifying content pages using a browser

      • Modifying wiki pages

      • Modifying publishing pages

      • Creating wiki pages

      • Creating wiki links

      • Creating publishing pages

      • Managing pages

      • Using Web Part pages

      • Using mobile pages

    • Using SharePoint Designer 2013 to create and modify webpages

      • Saving modifications

      • Managing pages

      • Creating pages

      • Working in Advanced Mode

    • Creating application pages for SharePoint sites

    • Summary

  • Chapter 10: Adding, editing, connecting, and maintaining web parts

    • Web parts overview

    • The new app model and app parts

      • When an app is not an app

    • Web parts in SharePoint 2013

      • Blog web parts

      • Business data web parts

      • Community web parts

      • Content rollup web parts

      • Filter web parts

      • Forms web parts

      • Media and content web parts

      • Social collaboration web parts

    • Deprecated web parts

      • Recent Activities Web Part

      • Chart Web Part

      • Status Indicators and Status List Web Parts

      • Web Analytics

    • Summary

  • Chapter 11: Managing documents

    • Document management locations

      • Team Site

      • Document Center

      • Records Center

      • Document library

    • Site columns, content types, and the content type hub

      • Site columns

      • Content types

      • Content type hub

    • Managed metadata service for documents

    • Managing document sets

    • The importance of SharePoint Search in document management

    • Summary

  • Chapter 12: Designing web content management sites

    • Designing and branding

      • An overview of Design Manager

      • Understanding the SharePoint page model

      • Themes and composed looks

    • Creating site design

      • Supporting mobile devices

      • Mapping a network drive

      • Converting HTML to a master page

      • Understanding the HTML markup after conversion

      • Updating the site master page

      • Creating page layouts

    • Using image renditions

    • Using content rollup web parts

      • Using the CSWP and display templates

      • Using the Content Query Web Part

    • Metadata and navigation

    • Publishing content

      • Design packages

      • Cross-site collection publishing

    • WCM considerations

      • Usage analytics

      • Variations and multilingual sites

    • Summary

  • Chapter 13: Implementing compliance, records management, and eDiscovery

    • Compliance

      • HIPAA and the HITECH Act

      • SOX

      • Site-based retention

    • Records management

      • Implementing a records management planning process

      • Using the Records Center Site template

    • eDiscovery

      • How eDiscovery works

      • Site holds

      • eDiscovery Center Site Collection template

    • Summary

  • Chapter 14:Planning for business intelligence and key performance indicators

    • Software requirements for business intelligence

      • SQL Server 2012 for SharePoint business intelligence

      • PowerPivot software requirements

      • Reporting Services software requirements

      • Excel Services advanced scenarios software requirements

      • PerformancePoint Services (PPS) software requirements

      • Visio Services software requirements

    • Business intelligence in SharePoint Server 2013

      • Excel Services

      • PPS

      • Visio Services

    • Creating and configuring Excel Services service applications

      • Configuring Excel Services

      • Data authentication for Excel Services

      • Managing Excel Services

    • Creating and configuring PPS service applications

      • Configuring PPS

      • Enabling trusted locations for PPS

    • Creating and configuring a Visio Graphics Service service application

      • Creating a Visio Graphics Service service application

      • Configuring the global settings for a Visio Graphics Service

      • Creating trusted data providers for a Visio Graphics Service

    • Creating and configuring a Business Intelligence Center

      • Creating a Business Intelligence Center

      • Setting permissions for a Business Intelligence Center

    • Summary

  • Chapter 15: Implementing better business intelligence with Excel Services and SQL Server 2012

    • Excel Services features overview

    • External data connections

      • Configuring the authentication settings

      • Configuring Secure Store settings in Excel

      • Working with data connections

    • Collecting data through data models

    • Creating reports and scorecards

      • Using PowerPivot

      • Creating an Excel Services dashboard using SSAS data

      • Uploading to your BI Center site

      • Using Power View

    • Excel Services for developers

      • Excel Interactive view

      • JavaScript Object Model

      • JavaScript UDFs

      • OData in Excel Services

    • Summary

  • Chapter 16: Building powerful dashboards with PerformancePoint Services

    • PerformancePoint overview

      • UI enhancements

      • Server-side improvements

    • Using Dashboard Designer

      • Authenticating Dashboard Designer

      • Starting Dashboard Designer

      • Configuring Dashboard Designer to a SharePoint site

      • Exploring the Dashboard Designer interface

      • Creating data connections and data sources

    • Dashboard items

      • Scorecards

      • Reports

    • Creating a dashboard

      • Creating a dashboard page

      • Adding items to the dashboard page

      • Configuring dashboard zones

      • Deploying the dashboard

    • Summary

  • Chapter 17: Working with Visio Services

    • Looking at Visio Services

      • Displaying Visio drawings in Visio Services

      • Adding a Visio Web Access Web Part to a page

      • Visio Graphics Service service application

      • Visio Services system performance

      • Visio Services security considerations

      • Supported data scenarios

    • Designing dashboards

      • Data linking

      • Web part connections

    • Customizing Visio Services solutions

      • Server-side customizations

      • Visio Services JavaScript mashup APIs

      • Validation

    • Summary

  • Chapter 18: Discovering information with

    • What’s new in SharePoint 2013 Search

    • Exploring the new search user interface

    • Discovering social and people information

    • Search architecture and site administration

      • Overview of the new search architecture

      • Creating a search center

      • Site search settings

    • Adding a result source, query rule, and result type to your site

    • Summary

  • Chapter 19: Creating a customized SharePoint 2013 search experience

    • Using the Keyword Query Language (KQL)

    • Using Search web parts

      • Refinement Web Part

      • Search Box Web Part

      • Search Navigation Web Part

      • Search Results Web Part

    • Understanding result sources

    • Understanding query rules

      • Using Query Builder and query transforms

    • Defining custom result types

      • Using display templates

    • Creating a customized search experience

      • Adding a result source

      • Adding a search vertical page

      • Configuring the Search Results Web Part

      • Adding search navigation

      • Using a query rule to provide a promoted result

      • Creating a custom result type and display template

    • Summary

  • Chapter 20: Creating, managing, and designing

    • Creating and managing sites using SharePoint Designer 2013

      • Opening sites

      • Exploring SharePoint Designer

      • Controlling the use of SharePoint Designer

      • Creating sites

      • Managing sites

    • Designing sites

      • Changing the look of your site

      • Creating a Composed Look

      • Working with CSS

      • Deploying your design

    • Saving sites as templates

    • Summary

  • Chapter 21: Creating enterprise forms

    • Creating InfoPath forms

      • Introduction to InfoPath

      • Form design basics

      • Walkthrough of the sample Site Request form

      • Opening the Site Request form in InfoPath

      • Understanding the design of the InfoPath Site Request form

      • Publishing InfoPath forms to SharePoint libraries

    • Creating Access forms

      • Introduction to Access 2013

      • Building a simple Access form app

      • Understanding the design of the Access Site Request form

    • Creating custom forms

    • Summary

  • Chapter 22: Working with external content

    • Using external content in SharePoint

    • Connecting SharePoint 2013 with external systems

    • Using BCS

      • Presenting external content

      • Creating a BDC service application

      • Defining external systems connections

      • Working with external content types

      • Using Visual Studio 2012 with BCS

    • Summary

  • Chapter 23: Introduction to custom development

    • Exploring custom development

      • The app model

      • Server API solution packages

    • Understanding client-side APIs and web services

      • .NET client API

      • JavaScript client API

      • REST and OData endpoints

    • Determining build vs. buy

      • Discovering and evaluating third-party products

      • Seeking expert help for custom solution development

      • Extending SharePoint with Visual Studio

    • App model development

      • Configuring your development environment

      • Creating a map app

      • Using internal app stores

    • SharePoint Server API solution features

      • Feature scope

      • SharePoint site provisioning

    • Customizing workflow

      • Why custom development?

      • Custom workflow enhancements

    • Summary

  • Index

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