Introduction 1 Part I Planning for and Deploying SharePoint Server 2013 1. Introducing SharePoint 2013 5
Understanding the Capabilities of SharePoint 2013 6
Using SharePoint for Collaboration and Document Management 10
Outlining Improvements in SharePoint 2013 13
Securing SharePoint 2013 with New Security Enhancements 18
Leveraging Metadata and Content Types 19
Social Networking Tool Advances 20
Working with Office Web Apps 21
Creating Powerful and Flexible Workflows 22
Developing Applications Using Visual Studio 22
Leveraging Business Intelligence Tools in SharePoint 2013 23
Governing the SharePoint Environment 23
Summary 24
Best Practices 24
2. Architecting a SharePoint 2013 Deployment 27Understanding the SharePoint Server Roles 28
Understanding the Reasons for Deploying Multiple Farms 34
Choosing the Right Hardware for SharePoint 37
Determining Optimal Operating System Configuration 39
Planning for Database and Additional Software 39
Examining Real-World SharePoint 2013 Deployments 41
Addressing Common Business Issues with SharePoint Features 46
Deploying a Team Collaboration Solution with SharePoint 49
Deploying a Corporate Intranet Solution with SharePoint 51
Deploying a Customer Extranet Solution with SharePoint 54
Summary 57
Best Practices 57
3. Installing a Simple SharePoint Server 2013 Farm 59Examining SharePoint Installation Prerequisites 59
Installing the SharePoint Server Operating System 63
Installing SQL Server 2012 63
Installing Microsoft SharePoint Server 2013 68
Summary 74
Best Practices 74
4. Advanced SharePoint 2013 Installation and Scalability 77Creating an Installation Checklist 77
Installing SharePoint 2013 Using PowerShell 80
Understanding Scalability for SharePoint 96
Scaling Logical SharePoint Components 97
Summary 98
Best Practices 98
5. Migrating from SharePoint 2010 to SharePoint 2013 101Understanding Key Differences in the SharePoint 2013
Upgrade Process 101
Content Considerations 104
Planning for an Upgrade to SharePoint 2013 106
Performing a Database-Attach Upgrade 108
Performing a Site Collection Upgrade 109
Performing a Service Application Upgrade 111
SharePoint 2010 (14) Mode and 2013 (15) Mode 123
Summary 123
Best Practices 123
Part II Administering and Maintaining SharePoint Server 2013 6. Managing and Administering SharePoint 2013 Infrastructure 125Operations Management with the SharePoint Central Administration Tool 125
Administering Site Collections and Sites 156
Using Additional Administration Tools for SharePoint 157
Summary 160
Best Practices 160
7. Leveraging PowerShell for Command-Line SharePoint Administration and Automation 161Understanding Windows PowerShell 162
SharePoint Administration with PowerShell 170
Using Scripts to Automate SharePoint Administration 179
Understanding Advanced PowerShell Topics 187
Beyond Built-In SharePoint PowerShell Cmdlets 188
Tools for PowerAdmins 195
Summary 196
Best Practices 196
8. Leveraging and Optimizing Search in SharePoint 2013 197Outlining the Capabilities of SharePoint 2013 Search 197
SharePoint 2013 Search Architecture 199
Deploying a Native SharePoint 2013 Search Service Application 200
Capturing Content 202
Summary 214
Best Practices 214
9. Managing and Maintaining SQL Server in a SharePoint Environment 217Monitoring SQL Server in a SharePoint Environment 218
Maintaining SQL Server in a SharePoint Environment 230
Managing SharePoint Content Databases 238
Externalizing BLOB Storage in SharePoint 2013 247
Summary 256
Best Practices 256
10. Backing Up and Restoring a SharePoint Environment 259Backing Up and Recovering SharePoint Components 259
Using the Recycle Bin for Recovery 261
Using SharePoint Central Administration for Backup and Restore 263
Performing Granular Backup Using the SharePoint Central Administration 266
Restoring SharePoint Using SharePoint Central Administration 270
Using SharePoint 2013 Management PowerShell for Backup and Restore 274
Backing Up Internet Information Services v7 Configuration 279
SQL Backup Tools 280
Summary 283
Best Practices 284
11. Monitoring a SharePoint 2013 Environment 285Using the SharePoint Health Analyzer 286
Using SharePoint Native Reporting Capabilities 291
Understanding Timer Jobs for SharePoint 2013 293
Using System Center Operations Manager to Simplify Management of SharePoint 2013 295
Establishing Maintenance Schedules for SharePoint 298
Summary 304
Best Practices 305
Part III Securing, Protecting, and Optimizing SharePoint Architecture 12. Virtualizing SharePoint Components 307Microsoft's Virtualization Support Story 307
Virtualization Infrastructure Requirements and Recommendations 308
Software Recommendations and Licensing Notes 310
Virtualization of SharePoint Roles 311
Exploring Sample Virtualized SharePoint 2013 Architecture 314
Virtual Machine Management with System Center Virtual Machine Manager 317
Summary 322
Best Practices 322
13. Deploying SharePoint for Extranets and Alternative Authentication Scenarios 325Outlining Common Extranet Scenarios and Topologies 326
Configuring Google as an Identity Provider in Azure Access Control Services 333
Enabling Facebook Authentication to Azure Control Services 347
Summary 353
Best Practices 353
14. Protecting SharePoint with Advanced Edge Security Solutions 355Understanding the Forefront Edge Line of Products 356
Outlining the Need for the Forefront Edge Line for SharePoint Environments 357
Outlining the Inherent Threat in SharePoint Web Traffic 360
Securing SharePoint Sites with Forefront TMG 2010 362
Securing SharePoint Sites Using Forefront UAG 371
Summary 373
Best Practices 374
15. Implementing and Validating SharePoint Security 375Understanding SharePoint Infrastructure Security 376
Identifying Isolation Approaches to SharePoint Security 381
Physically Securing SharePoint Servers 382
Securing SharePoint's SQL Server Installation 384
Utilizing Security Templates to Secure a SharePoint Server 386
Deploying Transport-Level Security for SharePoint 386
Examining Integration Points between SharePoint and Public Key Infrastructure 387
Using IPsec for Internal SharePoint Encryption 389
Summary 396
Best Practices 396
16. Configuring Email-Enabled Content, Site Mailboxes, and Exchange Server Integration 399Enabling Incoming Email Functionality in SharePoint 400
Working with Email-Enabled Content in SharePoint 2013 404
Enabling Site Mailbox Functionality in SharePoint 2013 406
Enabling Presence Information in SharePoint with Lync Server 2013 413
Summary 415
Best Practices 416
17. Safeguarding Confidential Data in SharePoint 2013 417Understanding the Problem 418
Using SQL Transparent Data Encryption (TDE) 429
Enabling TDE for SharePoint Content Databases 431
Using AD RMS for SharePoint Document Libraries 436
Summary 444
Best Practices 444
Part IV Using SharePoint 2013 Technologies for Collaboration and Document Management 18. SharePoint Foundation Versus SharePoint Server 2013 445Clarifying the Different SharePoint Products from a High Level 445
Feature Comparison Between SharePoint Foundation 2013 and SharePoint Server 2013 for Farm Administrators 451
Summary 471
Best Practices 472
19. Using Libraries and Lists in SharePoint 2013 475Empowering Users Through SharePoint 2010 Libraries 476
Working with the Other Standard Tools in a Document Library 484
Empowering Users Through SharePoint 2010 Lists 507
Summary 518
Best Practices 518
20. Customizing and Managing Libraries and Lists to Meet Business Requirements 521Planning the List and Library Ecosystem 521
Creating Lists and Libraries 526
Mastering the Library Tab on the Ribbon 532
Document Library Settings Tools Reviewed 542
Permissions and Management Tools for Lists and Libraries 556
Document Sets Compared to Folders as Organizational Tools in Document Libraries 562
Content Organizer as a Document Routing Tool 565
Summary 569
Best Practices 570
21. Designing and Managing Pages and Sites for Knowledge Workers 571Understanding Site Collection Options 572
Creating a Site Collection 581
Reviewing the Scope of an Existing Site Collection 583
Controlling Who Can Create Sites 586
Creating Pages and Sites 588
Reviewing the Users and Permissions Tools 596
Reviewing the Galleries Tools 605
Reviewing the Site Administration Tools 607
Understanding the Search Tools 610
Reviewing the Look and Feel Tools 612
Reviewing the Site Actions Tools 617
An Overview of Site Collection Administration Tools 618
Reviewing Site Features and Site Collection Features 623
Summary 631
Best Practices 631
22. Managing Metadata and Content Types in SharePoint 2013 633Effectively Using Metadata in Lists and Libraries 633
Working with Metadata in a Word Document and Document Libraries 634
Reviewing the Column Choices in SharePoint 2013 639
Differences in Multiple Lines of Text Columns in Libraries and Lists 647
Working with Lookup Columns in Document Libraries 649
Setting Metadata Standards with Default Values 657
Site Columns Practical Applications 659
Content Types Practical Applications 663
Creating and Using Managed Metadata 668
Content Type Syndication Hubs 674
Metadata as a Navigation Aid 674
Summary 678
Best Practices 678
23. Leveraging Social Networking Tools in SharePoint 2013 681Creating and Exploring Personal Sites 682
Restricting User Access to and Creation of My Site Sites 699
Community Sites Explored 702
Summary 706
Best Practices 706
24. Governing the SharePoint 2013 Ecosystem 709The Importance of Governance 710
Creating the Governance Plan 711
Governing the Farm 716
Governing Site Collections and Sites 721
Records Management in SharePoint 724
The Governance Cycle 725
Summary 726
Best Practices 726
Part V Leveraging Office Applications with SharePoint 25. Using Word, Excel, PowerPoint with SharePoint 2013 729Support for Earlier Versions of Office with SharePoint 2013 730
Using Word 2013 with SharePoint 2013 730
Working with Document Versions in Word 2013 736
Creating Shortcuts to SharePoint 2013 738
Coauthoring Word 2013 Documents Stored in SharePoint 2013 740
Using Microsoft SkyDrive Pro with SharePoint 2013 743
Connecting SharePoint 2013 Content to Outlook 2013 749
Summary 752
Best Practices 752
26. Extending SharePoint 2013 with Excel Services, Visio Graphics Services, and Access Services 755Working with Excel Data in SharePoint 2013 756
Getting to Know the Excel Services Service Application 757
Publishing to Excel Services 762
Visio Graphics Service Overview 773
Access Services Overview 776
Summary 777
Best Practices 777
27. Office Web Apps 2013 Integration with SharePoint 2013 779Planning for Office Web Apps 2013 Use 780
Installing and Configuring Office Web Apps 2013 786
Testing OWA 2013 Functionality 794
Summary 799
Best Practices 799
28. Out-of-the-Box Workflows and Designer 2013 Workflows 801Defining Workflows in the Business Environment 802
Reviewing the Workflow-Related Settings in Central Administration and Site Settings 805
Testing the Three-State Workflow 811
An Overview of Other Standard Workflows 818
Verifying the Web Application Settings for SharePoint Designer 2013 Use 819
Downloading and Installing SharePoint Designer 2013 820
Creating a Reusable Workflow from SharePoint Designer 2013 821
Summary 826
Best Practices 827
Part VI Extending the SharePoint Environment 29. Application Development with SharePoint Designer 2013 and Visual Studio 2012 829Deciding If Development Is Required to Meet Business Needs 829
Evolution in the SharePoint Platform for Developers 832
Considering SharePoint Designer 2013 for Development 835
Creating a Workflow-Based Application in SharePoint Designer 2013 836
Using Visual Studio 2012 with SharePoint 2013 847
Developing a SharePoint 2013 App 849
Summary 869
Best Practices 869
30. Business Intelligence in SharePoint 2013 with PerformancePoint Services 871PerformancePoint Services Overview 872
What's New in PerformancePoint 2013 873
Getting Started with a PerformancePoint Service Application 874
Summary 900
Best Practices 900
31. Business Intelligence in SharePoint 2013 with Business Connectivity Services 903A Brief Introduction to BCS Development 904
Consuming External Content Types 915
Writing to External Content Types 919
Business Connectivity Services Web Parts 923
Summary 929
Best Practices 929
Index 931Michael Noel, MVP, MCITP, is an internationally recognized technology expert, bestselling author, and well known public speaker on a broad range of IT topics. He has authored several major industry books that have been translated into more than a dozen languages worldwide. Currently a partner at Convergent Computing ( www.cco.com) in the San Francisco Bay Area, Michael's writings and extensive public speaking experience across all seven continents leverage his real-world expertise helping organizations realize business value from Information Technology infrastructure. Colin Spence, MCP, MCTS SharePoint, is a partner at Convergent Computing(www.cco.com) and manages the SharePoint practice for the organization. He has worked with SharePoint technologies for more than a decade and has worked with hundreds of clients architecting, implementing, configuring, and supporting SharePoint solutions that meet their unique business requirements. Colin has authored several bestselling books on SharePoint products for the Sams Publishing Unleashed series, including SharePoint 2003,2007, 2010, and now 2013. He presents regularly on SharePoint technologies, and frequently writes white papers and articles for a wide range of clients.
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