Table of Contents

Cover

Title Page

Copyright

Dedications

About the Technical Editors

Credits

Acknowledgments

Foreword

Introduction

Who This Book Is For

How This Book Is Structured

What You Need to Use This Book

Conventions

Source Code

Errata

p2p.wrox.com

Chapter 1: Building a Perfect Test Environment for SharePoint Server 2010

Getting Ready

Windows

SQL Server

SharePoint 2010

Other Software

Summary

About the Author

Chapter 2: Upgrading to SharePoint Server 2010 — The Hybrid Approach

Understanding the New SharePoint 2010 Upgrade Process

System Requirements for a SharePoint 2010 Upgrade

SharePoint 2010 Upgrade Improvements

Dealing with Large Content Databases

Upgrading with Custom Site Definitions

Choosing the Right Upgrade Approach

SharePoint 2010 Hybrid Upgrade Approach

Summary

About the Author

Chapter 3: Monitoring SharePoint 2010

ULS

Trace Logs

Windows Event Logs

Logging Database

Health Analyzer

Timer Jobs

Summary

About the Author

Chapter 4: SharePoint 2010 Security Under the Hood — Claims-Based Authentication

Introducing the Identity Metasystem

Identity in a Claims-Based World

The Security Token Service (STS)

The Problem with Multiple Identities

Claims Impact on Delegation

Mapping Technology to Components

Configuration of SharePoint Claims

Architecture of SharePoint Claims

Summary

About the Author

Chapter 5: Using PowerShell with SharePoint 2010

Understanding PowerShell Basics

Using SharePoint 2010 Cmdlets

Creating Custom Cmdlets

Summary

About the Author

Chapter 6: Backing Up and Restoring SharePoint 2010

Operations Planning

Types of Recovery

What’s New in 2010

Understanding the Types of Backups

Recovery Scenarios

Recommendations

Summary

About the Author

Chapter 7: Working with SharePoint Designer 2010

Evolution of SharePoint Designer

Who Should Use SharePoint Designer?

Requirements for Using SharePoint Designer 2010

What’s New?

Using SharePoint Designer Effectively in Your Environment

Summary

About the Author

Chapter 8: Building Sandboxed Solutions

The Push to No-Code Solutions

Understanding the Concept of a Sandboxed Solution

Your First Sandbox Project

Getting Out of the Sandbox

Exploring Alternatives to the Sandbox

Understanding When to Use Sandboxed Solutions

Summary

About the Author

Chapter 9: SharePoint 2010 Web Parts

Web Part History

Web Part Development

Web Part Basics

Creating a Simple Visual Web Part

Enhancing the Visual Web Part

Adding an Editor Part

Adding Web Part Verbs

Summary

About the Author

Chapter 10: Automating Business Processes

Using InfoPath and SharePoint Designer Individually

Combining InfoPath and SharePoint Designer

Summary

About the Author

Chapter 11: Building Custom Service Applications for the Right Situations

Understanding Services in SharePoint

History of Services in SharePoint

SharePoint 2010 Service Architecture Framework

SharePoint 2010 Service Application Extensibility

Creating the Wingtip Calculator Service Application

Summary

About the Author

Chapter 12: Managing the SharePoint Application Lifecycle

Provisioning with Solution/Feature XML Versus .NET Code

Generating Feature XML Using Site Templates

Upgrading a SharePoint Application

Assembly Versioning in a SharePoint Application

ALM and Sandboxed Solutions

Summary

About the Author

Chapter 13: Using Silverlight 4 with SharePoint 2010

The Silverlight News Banner

Developing a SharePoint Web Part Hosting a Silverlight Application

Deployment Possibilities and Accessibility Scope Impact

Developing a SharePoint Custom Field Type Hosting a Silverlight Application

Developing a SharePoint Application Page That Hosts Several Communicating Silverlight Applications

Hosting a Silverlight Application in the Master Page

Using Business Connectivity Services

Using Silverlight from within a Sandboxed Solution

Summary

About the Author

Chapter 14: Business Connectivity Services

A Brief Look Back

Terminology Changes

Welcome to SharePoint 2010

Existing BDC Applications During an Upgrade

BCS Features Available in SharePoint Foundation

BCS Features Available in SharePoint Server 2010

Using Tools to Create ECTs

Developing Against the BCS Object Models

Summary

About the Author

Chapter 15: Using PerformancePoint Services 2010

The Case for Business Intelligence

PerformancePoint Services 2010 Overview

Configuring and Enabling PerformancePoint Services

Creating a PPS Dashboard

About the Author

Chapter 16: Managing Metadata with SharePoint Server 2010

Information Architecture

Taxonomy and Metadata

Taxonomy Versus Folksonomy

Metadata and Taxonomy Platform Enhancements

Programmatic Access to the EMM Service

Summary

About the Author

Chapter 17: Understanding SharePoint 2010 Search

New and Improved SharePoint 2010 Search

SharePoint 2010 Search Engines

Deploying SharePoint 2010 Search

Deploying FAST Search Server

Using PowerShell Commands

Building the Search Architecture

Customizing User Interfaces

Improving “Findability” and “Searchability”

Summary

About the Author

Chapter 18: Understanding Branding in SharePoint 2010

Introduction to SharePoint Branding

Exploring New Branding Features

Creating a Branded SharePoint 2010 Site

Summary

About the Author

Chapter 19: Planning, Designing, and Administering a Multimedia Assets Management Solution

Looking at Digital Assets Management Scenarios

Infrastructure Deployment

Designing the Data Foundation

Configuring and Developing the User Experience

Designing Custom Asset Library View Styles

Packaging the Solution in a Custom Site Definition

Notes from the Field

About the Authors

Chapter 20: Accessing SharePoint Data

Data Modeling

Data Access Options

Creating Sample Lists

Accessing SharePoint Data Using the Server-Side Object Model

Accessing SharePoint Data Using the Client-Side Object Model

Accessing SharePoint Data Using Web Services

Accessing SharePoint Data Using No-Code Solutions

Summary

About the Author

Chapter 21: Finding Answers to Your SharePoint 2010 Questions

Looking for Books

Continually Expanding Your Knowledge

Solving Sudden Problems

About the Author

Index

Real World SharePoint® 2010

Published by
Wiley Publishing, Inc.
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Copyright © 2011 by Wiley Publishing, Inc., Indianapolis, Indiana

Published by Wiley Publishing, Inc., Indianapolis, Indiana

Published simultaneously in Canada

ISBN: 978-0-470-59713-2

ISBN: 978-1-118-01395-3 (ebk)

ISBN: 978-1-118-01396-0 (ebk)

ISBN: 978-1-118-01323-6 (ebk)

Manufactured in the United States of America

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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) 750-8400, fax (978) 646-8600. Requests to the Publisher for permission should be addressed to the Permissions Department, John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030, (201) 748-6011, fax (201) 748-6008, or online at http://www.wiley.com/go/permissions.

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) 762-2974, outside the United States at (317) 572-3993 or fax (317) 572-4002.

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: 2010934748

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.

I would like to dedicate this book to my sister and brother, Nazanin and Ali, and their wonderful families: Marjan, Jack, Kiana, Romina, and Sam. This dedication is my silent way of saying that no matter how far we get from each other, we’re still together, here in my heart. I love you all.

— Reza Alirezaei

I’ve always had the privilege of being free in all my choices, with the unconditioned support of my family. It wasn’t easy, I have to admit. This book is dedicated to all of them.

— Claudio Brotto

Dedicated to all the SharePoint CSS. Thank you for keeping me gainfully employed and allowing me to live the SharePoint lifestyle to which I’ve become accustomed.

— Randy Drisgill

To my ever-patient and encouraging wife, Pamela, and to Tessa, my brilliant daughter who is also an aspiring writer — I couldn’t have done any of this without you!

— Gary Lapointe

The enthusiasm, passion, and determination that I put in my work are possible thanks to the support of Betta, my girlfriend, and Torri, my cat.

— Igor Macori

To my husband, son, and daughter, and all my family for their permanent support. And to all of my friends who believed in me.

— Ágnes Molinár

To my boys, Armaan and Ayaan, for always giving me a reason to smile.

— Asif Rehmani

To Ben and Julia, thanks for making me smile even on the toughest days.

— John Ross

I would like to dedicate my chapter to Sophie, and our cats, Fluffy and Carragher.

— Nick Swan

To Nicola and Grant: I love you both. Thank you for your support and for always being there for me.

— Shane Young

About the Technical Editors

Robert Bogue, MCSE (NT4/W2K), MCSA (Security, A+, Network+, Server+, I-Net+, IT Project+, E-Biz+, CDIA+), is the president of Thor Projects LLC. Thor Projects LLC provides SharePoint consulting services to clients around the world. Bogue has contributed to more than 100 book projects and numerous other publishing projects. He has been a part of the Microsoft Most Valuable Professional (MVP) program for the past seven years, and was most recently awarded for Microsoft Office SharePoint Server. Before that, Bogue was a Microsoft Commerce Server MVP, and, before that, a Microsoft Windows Servers-Networking MVP. He is also a Microsoft Patterns and Practices Champion, and a team member for the SharePoint Guidance. Bogue is the president of the SharePoint Users Group of Indiana (SPIN, www.spindiana.com). He blogs at www.thorprojects.com/blog. You can reach Bogue at Rob.Bogue@thorprojects.com.

Stacy Draper is a founder of Wild Wires, LLC (a consulting firm based in South Florida), author, and member of PMI. He holds an MCSD certification and has been twice awarded Microsoft MVP. Being involved with Web development since 1993, Draper has led his life in a very interesting direction. He started out in UNIX and, since 1997, has had a strong concentration in Microsoft technologies. Draper enjoys public speaking and has spoken at conferences, code camps, and user groups.

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 www.sharepoint911.com/blogs/jennifer/default.aspx.

Credits

Acquisitions Editor

Paul Reese

Project Editor

Kevin Shafer

Technical Editors

Robert Bogue

Stacy Draper

Jennifer Mason

Production Editor

Daniel Scribner

Copy Editor

Kim Cofer

Editorial Director

Robyn B. Siesky

Editorial Manager

Mary Beth Wakefield

Freelancer Editorial Manager

Rosemarie Graham

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

Proofreader

Publication Services, Inc.

Indexer

Ron Strauss

Cover Designer

Michael E. Trent

Cover Image

© Jim Schemel/istockphoto.com

Acknowledgments

First and foremost, I would like to thank Igor Macori, who co-authored the chapter about Digital Assets Management with me. Igor is a great friend, and this makes writing and working together much easier and enjoyable than it could ever be without him. Being part of this team was amazing. My special “thank you” goes to Scot Hillier, Paul Reese, Kevin Shafer, and all the people at Wrox who performed excellent work in coordinating and turning our drafts into a book. Finally, a huge “Grazie” to my friends and colleagues at Green Team. We find plenty of hurdles and gratifications in our everyday work, and it’s great to share both with you!

— Claudio Brotto

I couldn’t have gained an understanding of building custom service applications without the help of quite a few people in order to author my chapter in this book. I’d like to thank the service application Senior Program Manager, Umesh Unnikrishnan, and Test Lead, Stephen Clark, on the SharePoint product team at Microsoft for answering countless questions and working through various samples. I’d also like to acknowledge Ted Pattison, my business partner and good friend, who gave me the time and asked those thought-provoking questions about service applications. No authoring experience can happen either without the full buy-in from your family, in my case specifically my wife, Meredith, son, Steven, and daughter, Kathryn. In addition, I’d like to thank Paul Oakenfold, Paul van Dyk, and DJ Bolivia for the best development music to work to (techno helps you dive into the code!).

— Andrew Connell

Thanks to my beautiful wife, Jackie, my parents, Pat and Tom Drisgill, my in-laws, Debbie and Dave Auerbach, and all my friends for being there when I need you and for putting up with me for the past few months while I worked on this and my other book. Also, thanks to my fellow SharePoint911 coworkers, Elisabeth Olson from Microsoft, and all the other professional SharePoint branders, including Heather Solomon and Heather Waterman, for letting me bounce ideas off them and for providing different perspectives for SharePoint 2010 branding.

— Randy Drisgill

For as long as I can remember, I’ve wanted to be published. When I was presented with this opportunity to contribute to a book where my chapter would sit alongside those of some of the most talented individuals in the industry, I just couldn’t pass it up. I want to especially thank Scot Hillier for organizing this book and for inviting me to contribute to it, and Kevin Shafer and Paul Reese for making it all happen. I try to provide a lot of my experiences and knowledge to the community through my blog as a way to give back to all those out there who have written blog posts and forum questions and answers, from which I have derived so much of my own knowledge. As such, the information provided within my chapter is, in many ways, the result of all those whom I have learned from in the community. So, to all the bloggers and forum users out there I say, “Thank you!” And finally, I am nothing without my beautiful wife and daughter, who have both been so patient and encouraging — to them I owe everything.

— Gary Lapointe

Thanks to Claudio Brotto, I accomplished my second editorial experience in English, after 18 of my books have been published in Italy. I definitely hope that this can be a little contribution from Italy to the SharePoint community worldwide.

— Igor Macori

First and foremost, I would like to thank God for giving me the strength to work on this project, even when I was not motivated to do so. Additionally, I would like to thank my working family at B&R for always challenging each other and bringing out the best of each other. These guys really have a passion for this technology, and it’s nice to share the same passion with such a great group. Last, but not least, I would like to thank my loving wife for dealing with my long nights and always providing me with a smile. I would like to dedicate the work that I contributed to this book to my mother, Helene Strutton, and father, Jesus Medero, for being the best parents a son could have. I love you guys.

— Jason Medero

First, I thank God for the opportunity to contribute to this book and all the other opportunities that have come my way. Writing a book is never an easy feat. It requires hard work and support from friends and family. I want to thank my very awesome wife, Anisa, for supporting me throughout this process, and for letting me skip out on things as needed so I could hit my deadlines. I’m also very thankful to my boys, Armaan and Ayaan, for the comic relief they provide every time I start stressing out about little things. There is a lot of material in this book, and I’m thankful to be joined by all the wonderful co-authors to provide a thorough breakdown of all the awesome bells and whistles that ship with SharePoint 2010.

— Asif Rehmani

I would like to thank my lovely wife, Vanessa. You are the best. I love you! And to my kids, Ben and Julia, I love you both. To my family and friends, I hope to be spending more time with you all now that this book is done. See, I wasn’t just making it up when I said I couldn’t do something because I had to write a book. Last, but not least, I’d like to thank the entire SharePoint911 team; I couldn’t ask for a better group of people to work with. You guys are the best!

— John Ross

Writing is an investment made by the whole family. My love and appreciation goes to Gigi for her patience and understanding while I was locked up “in my cave.”

— Randy Williams

Foreword

I had the pleasure to lead SharePoint Technical Product Management and be part of launching SharePoint 2010 to market in May 2010. SharePoint 2010 presents a tremendous amount of opportunity for customers and partners to build solutions with the rich investments we’ve made in features and platform capabilities. The number of man-hours across our engineering and product management teams to build this release is mind boggling to me! This wouldn’t be possible without members of the SharePoint community who provided deep real-world feedback on the challenges and opportunities.

SharePoint 2010 delivers a platform that can host a number of solutions from collaboration self-service sites to business intelligence (BI) dashboards to high-end Internet sites. This allows organizations to consolidate their IT investments in a single place, and deliver a unified productivity experience to their end users. To realize this promise, it’s important to carefully plan and leverage best practices to avoid common pitfalls and sub-optimal designs. With a new product in market, the challenge is always finding these real-world best practices.

This book is written by a special group of individuals, many of whom I’ve known and worked with over the last many years. They have been supporters of SharePoint for the last several releases, and have contributed greatly to the larger community, and provided continuous input to us. As part of the Most Valuable Professional (MVP) program, many have had access to SharePoint 2010 since July 2009. Since then, they’ve had the opportunity to test the software and push it to its limits, which has helped us deliver a high-quality product! Each chapter is written by an expert in the community who has spent a significant amount of hands-on time with that specific topic. So, whether you are a SharePoint developer or an IT implementer, I highly recommend this book as you look to realizing the potential of SharePoint 2010!

Arpan Shah
Director, Microsoft
Blog: http://blogs.msdn.com/arpans
Twitter @ arpanshah
September 2010

Introduction

SharePoint 2010 is a truly massive platform that can be thought of as an operating system for Information Workers. In this context, it is becoming increasingly difficult for any single individual to know everything about SharePoint. Instead, the community of SharePoint professionals is specializing. Some of us are workflow experts, others are web content management experts, still others are focused on data integration. Furthermore, it is now impossible to collect all of the end user, administration, and development knowledge for SharePoint into a single resource. Dedicated SharePoint professionals have shelves full of books, or maybe just a fully loaded Kindle, with titles covering the spectrum of subjects from installation and configuration, through customization and development. Additionally, Microsoft provides MSDN, TechNet, and several SDKs.

The size and scope of SharePoint 2010 makes the community of SharePoint technologists more important than ever before. SharePoint professionals have come to rely on blogs, forums, screencasts, and social networking as primary sources for education and problem resolution. These free resources are often at the leading edge of new thought, and routinely identify solutions to perplexing problems.

Microsoft recognizes key individuals who contribute significantly to the SharePoint community through the Microsoft Most Valuable Professional (MVP) award. These individuals are active authors, speakers, bloggers, tweeters, and innovators. They are also skilled network engineers, developers, trainers, designers, and architects. Additionally, they represent experience and perspectives from around the globe.

This book presents core areas of SharePoint 2010 from the perspective of the community leaders who work with it every day. The idea behind the book is to help administrators and developers get up to speed quickly, and avoid common missteps. The authors were selected based on their expertise in a given area.

Who This Book Is For

This book is for the community of SharePoint professionals. That means architects, designers, developers, administrators, and engineers will all find something useful in its pages. It is not necessary to read the book from the beginning. Instead, you are invited to immediately turn to a chapter of interest where you will find an article written by a single SharePoint MVP.

Chapters in the book generally assume a firm technical background with SharePoint. For example, some chapters require a strong programming background, whereas others may assume knowledge of various security protocols, SharePoint permissions, or maintenance activities. The ideal reader is a technologist in the SharePoint community.

How This Book Is Structured

This book is an anthology, a collection of articles by MVPs in the SharePoint community. Although the articles are arranged in a logical order, each of the chapters is intended to stand alone. Following is a brief description of each chapter.

Chapter 1: “Building a Perfect Test Environment for SharePoint Server 2010” — This chapter covers the steps necessary to create a test environment for SharePoint. Both administrators and developers will find this chapter useful for setting up an environment that can be used throughout the book.

Chapter 2: “Upgrading to SharePoint Server 2010 — The Hybrid Approach” — This chapter covers the process for upgrading to SharePoint 2010. Readers will find this chapter useful in preparing for real-world upgrade scenarios.

Chapter 3: “Monitoring SharePoint 2010” — This chapter covers how to monitor the health of a SharePoint 2010 farm. Administrators will find this chapter especially useful.

Chapter 4: “SharePoint 2010 Security Under the Hood — Claims-Based Authentication” — This chapter covers the new claims-based administration model in SharePoint 2010. Readers will learn how claims authentication works, and why it is important.

Chapter 5: “Using PowerShell with SharePoint 2010” — This chapter covers the PowerShell capabilities of SharePoint 2010. Both administrators and developers will get value from this chapter.

Chapter 6: “Backing Up and Restoring SharePoint 2010” — This chapter covers basic maintenance activities for SharePoint. Administrators will find this chapter valuable for planning maintenance for their farms.

Chapter 7: “Working with SharePoint Designer 2010” — This chapter covers the new capabilities of SharePoint Designer 2010. With many new features, this chapter is a great way to learn how to customize SharePoint with no code.

Chapter 8: “Building Sandboxed Solutions” — This chapter covers the new Sandboxed Solution deployment model in SharePoint 2010. Both administrators and developers should read this chapter.

Chapter 9: “SharePoint 2010 Web Parts” — This chapter covers development of SharePoint web parts in depth.

Chapter 10: “Automating Business Processes” — This chapter covers workflow development techniques for automating business processes.

Chapter 11: “Building Custom Service Applications for the Right Situations” — This chapter covers how to develop a service application. Though the chapter requires strong development knowledge, administrators can read it to gain a good understanding of the shared service infrastructure.

Chapter 12: “Managing the SharePoint Application Lifecycle” — This is a developer-focused chapter. Development team leads will benefit from the guidance.

Chapter 13: “Using Silverlight 4 with SharePoint 2010” — This chapter presents Silverlight 4 development techniques for SharePoint. Many samples make this a good read.

Chapter 14: “Business Connectivity Services” — This chapter covers the fundamentals of Business Connectivity Services (BCS). Developers will learn the basics for creating solutions that integrate external data into SharePoint 2010.

Chapter 15: “Using PerformancePoint Services 2010” — This chapter covers the setup and usage of PerformancePoint Services. This chapter is for any reader looking to create dashboards in SharePoint.

Chapter 16: “Managing Metadata with SharePoint Server 2010” — This chapter covers the new Enterprise Managed Metadata (EMM) service. Anyone interested in organizing information in SharePoint 2010 should read this chapter.

Chapter 17: “Understanding SharePoint 2010 Search” — This chapter covers the search capabilities of SharePoint 2010. All readers will benefit from better knowing how to retrieve information in SharePoint.

Chapter 18: “Understanding Branding in SharePoint 2010” — This chapter covers the creation of master pages and styles for SharePoint 2010. Readers needing to customize the look and feel of SharePoint 2010 should read this chapter.

Chapter 19: “Planning, Designing, and Administering a Multimedia Assets Management Solution” — This chapter examines a specific solution for managing multimedia assets in SharePoint.

Chapter 20: “Accessing SharePoint Data” — This chapter covers a variety of approaches for accessing data in SharePoint lists. This chapter is a good read for SharePoint developers.

Chapter 21: “Finding Answers to Your SharePoint 2010 Questions” — This chapter provides a listing of resources for getting answers to questions. All readers will benefit from the sources and guidance provided here.

What You Need to Use This Book

To use this book successfully, readers should have a development or test SharePoint environment where they can work through chapters. Many of the chapters have step-by-step examples that can be put to work immediately. Some chapters may require only SharePoint Foundation, but many assume an environment built on SharePoint Server, Enterprise Edition.

Conventions

To help you get the most from the text and keep track of what’s happening, we’ve used a number of conventions throughout the book.

Boxes with a warning icon like this one hold important, not-to-be-forgotten information that is directly relevant to the surrounding text.

The pencil icon indicates notes, tips, hints, tricks, or asides to the current discussion.

As for styles in the text:

We italicize new terms and important words when we introduce them.

We show keyboard strokes like this: Ctrl+A.

We show filenames, URLs, and code within the text like so: persistence.properties.

We present code in two different ways:

We use a monofont type for most code examples.
We use bold to emphasize code that is particularly important in the
     present context or to show changes from a previous code snippet.

Source Code

As you work through the examples in this book, you may choose either to type in all the code manually, or to use the source code files that accompany the book. All the source code used in this book is available for download at www.wrox.com. When at the site, simply locate the book’s title (use the Search box or one of the title lists) and click the Download Code link on the book’s detail page to obtain all the source code for the book. Code that is included on the website is highlighted by the following icon:

Listings include the filename in the title. If it is just a code snippet, you’ll find the filename in a code note such as this:

Code snippet filename

Because many books have similar titles, you may find it easiest to search by ISBN; this book’s ISBN is 978-0-470-59713-2.

Once you download the code, just decompress it with your favorite compression tool. Alternatively, you can go to the main Wrox code download page at www.wrox.com/dynamic/books/download.aspx to see the code available for this book and all other Wrox books.

Errata

We make every effort to ensure that there are no errors in the text or in the code. However, no one is perfect, and mistakes do occur. If you find an error in one of our books, like a spelling mistake or faulty piece of code, we would be very grateful for your feedback. By sending in errata, you may save another reader hours of frustration, and at the same time, you will be helping us provide even higher-quality information.

To find the errata page for this book, go to www.wrox.com and locate the title using the Search box or one of the title lists. Then, on the book details page, click the Book Errata link. On this page, you can view all errata that has been submitted for this book and posted by Wrox editors. A complete book list, including links to each book’s errata, is also available at www.wrox.com/misc-pages/booklist.shtml.

If you don’t spot “your” error on the Book Errata page, go to www.wrox.com/contact/techsupport.shtml and complete the form there to send us the error you have found. We’ll check the information and, if appropriate, post a message to the book’s errata page and fix the problem in subsequent editions of the book.

p2p.wrox.com

For author and peer discussion, join the P2P forums at p2p.wrox.com. The forums are a web-based system for you to post messages relating to Wrox books and related technologies, and interact with other readers and technology users. The forums offer a subscription feature to e-mail you topics of interest of your choosing when new posts are made to the forums. Wrox authors, editors, other industry experts, and your fellow readers are present on these forums.

At http://p2p.wrox.com, you will find a number of different forums that will help you, not only as you read this book, but also as you develop your own applications. To join the forums, just follow these steps:

1. Go to p2p.wrox.com and click the Register link.

2. Read the terms of use and click Agree.

3. Complete the required information to join, as well as any optional information you wish to provide, and click Submit.

4. You will receive an e-mail with information describing how to verify your account and complete the joining process.

You can read messages in the forums without joining P2P, but in order to post your own messages, you must join.

Once you join, you can post new messages and respond to messages other users post. You can read messages at any time on the web. If you would like to have new messages from a particular forum e-mailed to you, click the Subscribe to this Forum icon by the forum name in the forum listing.

For more information about how to use the Wrox P2P, be sure to read the P2P FAQs for answers to questions about how the forum software works, as well as many common questions specific to P2P and Wrox books. To read the FAQs, click the FAQ link on any P2P page.

Chapter 1

Building a Perfect Test Environment for SharePoint Server 2010

By Shane Young

Over the past few years, I have been living the glorious “rock-star” life. You know the one — sleeping in different hotels, visiting cities I have never heard of, never seeing my family, and doing gigs to pay the rent. If I just had a beater conversion van and a mullet, life would be perfect. While I have been “on tour,” the one thing I have to have with me at all times is a great virtual machine (VM) to do my demos with. A big part of that VM is all of the SharePoint goodness that is configured and running, but the real secret is getting all of the other pieces installed. That is where this chapter comes in.

This chapter examines the building of my current SharePoint 2010 VM — not just the SharePoint pieces, but everything. So, in this chapter you learn a bit about installing Windows, setting up Active Directory (AD), adding SQL Server with Reporting Services in SharePoint Integration mode, deploying SharePoint, and then getting little things like Office and Visio on there. This is lots of fun, to say the least. I will also share with you things like how long the operation took for me so that you have a point of reference when you get that nagging feeling of “that didn’t seem right.”

This is the same VM that the SharePoint911 team uses for their book writing, demos, and consulting engagements. It has served them well, and should be a great addition to your arsenal. Now, keep in mind that this is all about building a test/demo VM, not a production server. You can take the lessons learned to build that production server, but this is a recipe for disaster if you start “dcpromoing” your production SharePoint server. You have been warned.

Getting Ready

It is only fair to tell you all of the things I had in front of me before I started so that you can get your proper ingredients ready ahead of time if you want. Or, you can acquire them as you go, because each section of this chapter includes details on why that piece was chosen.

Lesen Sie weiter in der vollständigen Ausgabe!

Lesen Sie weiter in der vollständigen Ausgabe!

Lesen Sie weiter in der vollständigen Ausgabe!

Lesen Sie weiter in der vollständigen Ausgabe!

Lesen Sie weiter in der vollständigen Ausgabe!

Lesen Sie weiter in der vollständigen Ausgabe!

Lesen Sie weiter in der vollständigen Ausgabe!

Lesen Sie weiter in der vollständigen Ausgabe!

Lesen Sie weiter in der vollständigen Ausgabe!

Lesen Sie weiter in der vollständigen Ausgabe!

Lesen Sie weiter in der vollständigen Ausgabe!

Lesen Sie weiter in der vollständigen Ausgabe!

Lesen Sie weiter in der vollständigen Ausgabe!

Lesen Sie weiter in der vollständigen Ausgabe!

Lesen Sie weiter in der vollständigen Ausgabe!

Lesen Sie weiter in der vollständigen Ausgabe!

Lesen Sie weiter in der vollständigen Ausgabe!

Lesen Sie weiter in der vollständigen Ausgabe!

Lesen Sie weiter in der vollständigen Ausgabe!

Lesen Sie weiter in der vollständigen Ausgabe!

Lesen Sie weiter in der vollständigen Ausgabe!