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Professional

sharepoint® 2010 field guide

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxi

⊲ Part I Using SharePoint Technologies and Exploiting

Functionality

Chapter 1 Leveraging the SharePoint Object Model . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Chapter 2 Creating Visual Web Parts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Chapter 3 Customizing Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Chapter 4 Leveraging the SharePoint Lists Web Service . . . . . . . . . . . . . . . . . . . . . 73

Chapter 5 Custom Field Types, Content Types, and List Definitions . . . . . . . . . . . 93

Chapter 6 Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131

Chapter 7 Administrating SharePoint 2010 with PowerShell . . . . . . . . . . . . . . . . . 175

⊲ Part II SharePoint Solutions

Chapter 8 UI Design and Branding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211

Chapter 9 Building a Site Provisioning System . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233

Chapter 10 Building Scalable Applications in SharePoint . . . . . . . . . . . . . . . . . . . . 297

Chapter 11 Building a Custom Global Navigation Solution . . . . . . . . . . . . . . . . . . . 343

appendix A URL Shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 399

appendix B CSS Quick Reference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 401

appendix C Hiding and Customizing Page Breadcrumbs . . . . . . . . . . . . . . . . . . . . 405

appendix D PowerShell Quick Reference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 407

Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 409

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 411

Professional

SharePoint®

2010 Field Guide

Professional

SharePoint®

2010 Field Guide

Steve Mann

Colin Murphy

Pablo Gazmuri

Chris Caravajal

Christina Wheeler

Professional SharePoint® 2010 Field Guide

Published by

John Wiley & Sons, Inc.

10475 Crosspoint Boulevard

Indianapolis, IN 46256

www.wiley.com

Copyright © 2012 by John Wiley & Sons, Inc., Indianapolis, Indiana

Published simultaneously in Canada

ISBN: 978-1-118-10505-4

ISBN: 978-1-118-22403-8

ISBN: 978-1-118-23767-0

ISBN: 978-1-118-26224-5

Manufactured in the United States of America

10 9 8 7 6 5 4 3 2 1

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 limita￾tion 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 poten￾tial source of further information does not mean that the author or the publisher endorses the information the organization or

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Wiley publishes in a variety of print and electronic formats and by print-on-demand. Some material included with

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http://booksupport.wiley.com. For more information about Wiley products, visit www.wiley.com.

Library of Congress Control Number: 2011942765

Trademarks: Wiley, the Wiley logo, Wrox, the Wrox logo, Wrox 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. All other

trademarks are the property of their respective owners. John Wiley & Sons, Inc., is not associated with any product or vendor

mentioned in this book.

About the AuthorS

Steve Mann was born and raised in Philadelphia, Pennsylvania, where he still resides today. He is

an Enterprise Applications Engineer for Morgan Lewis and has more than 17 years of professional

experience. Steve was previously a Principal Architect for RDA Corporation, where he worked for

over thirteen years. Steve graduated from Drexel University in 1993. For the past eight years, he has

focused primarily on collaboration and business intelligence solutions using Microsoft technologies.

Steve managed the internal BI Practice Group at RDA for several years. He was also heavily involved

within RDA’s Collaboration/Search Practice Group. Steve has authored and coauthored several books

related to the subject of SharePoint Server 2010. Steve’s blog can be found at: www.SteveTheManMann

.com. Steve enjoys vacationing with his family along the east coast, including locations such as

Orlando, Florida; Williamsburg, Virginia; Ocean City and Sea Isle City, New Jersey; and New York

City. They usually hits three or four locations each year. Follow Steve on Twitter @stevethemanmann!

Colin Murphy lives in Atlanta, Georgia, where he works as a Principal Architect for RDA

Corporation, a Microsoft Gold Partner. He has spent the last fifteen years developing Web sites

and Windows applications using a variety of languages including C++, PowerBuilder, Java, PHP, and

Python, but has primarily been a .NET/C# developer for the last ten years. Colin has been developing

enterprise solutions built on SharePoint since SharePoint 2007 was in beta. Colin holds a number of

technical certifications including Microsoft Certified Professional, Microsoft Certified Application

Developer, Microsoft Certified Solutions Developer, and is also a Microsoft Certified Technical

Specialist for SharePoint. He has been recognized as a K2 Insider and is the coauthor of the book

Professional K2 blackpearl by Wiley.

Pablo Gazmuri is a Principal Architect with RDA Corporation, an IT Consulting firm. He has led

SharePoint efforts for a number of Fortune 500 companies where he conducts planning, mentoring,

training, and coding activities. With fifteen years of development experience, Pablo is a web, collabo￾ration, and search expert who has built numerous corporate intranets, extranets, ecommerce sites,

and custom applications over the course of his career. Pablo has recently built custom SharePoint

applications enabling project management, document generation, SharePoint site provisioning, gover￾nance enforcement, and more. You can find him on Twitter as @PGazmuri, or contact him through

RDA at http://www.rdacorp.com.

Chris Caravajal has been working exclusively with SharePoint technologies since 2007. As a con￾sultant, he works with organizations on planning and architecting SharePoint solutions that vary in

both size and complexity. Primarily an “out-of-the-box” specialist, Chris’s main focus is getting the

most out of SharePoint with the native features and tools. He also has experience building InfoPath

forms and SharePoint Designer workflow solutions. Chris is a MCTS and is a contributing author to

the top-selling SharePoint technical publication, “Professional SharePoint 2010 Administration.”

Christina Wheeler is a SharePoint Trainer for Mindsharp and founder of CM Portal Solutions,

LLC. She is a highly respected SharePoint consultant who is extremely active in the SharePoint com￾munity. With over ten years of experience in the industry, Christina has knowledge and experience in

graphic design, web development, and custom development. Her work is targeted primarily toward

educational institutions, financial institutions, and telecommunications. As a trainer, Christina brings

her real-world experience to the classroom. She enjoys contributing articles to technical Web sites

and often speaks at SharePoint community events and conferences. You can follow her on Twitter

as @cwheeler76.

About the technical editor

Reza Alirezaei MVP, MCP, MCPD, MCITP & MCTS for SharePoint 2010, is a SharePoint solu￾tion architect focused on designing custom applications with SharePoint, Office, and Microsoft

Business Intelligence technologies. Reza is the founder and president of Development Horizon, where

he has helped many clients architect and build large-scale, mission-critical SharePoint applications.

He also speaks in many local and international conferences. Reza achieved the status of Microsoft

Most Valuable Professional (MVP) for SharePoint in 2006, which he still is today. He has also co￾authored several books, papers, and articles. Reza can be reached at [email protected].

Acquisitions Editor

Paul Reese

Project Editor

Christina Haviland

Technical Editor

Reza Alirezaei

Production Editor

Daniel Scribner

Copy Editor

San Dee Phillips

Editorial Manager

Mary Beth Wakefield

Freelancer Editorial Manager

Rosemarie Graham

Associate Director of Marketing

David Mayhew

Marketing Manager

Ashley Zurcher

Business Manager

Amy Knies

Production Manager

Tim Tate

Vice President and Executive

Group Publisher

Richard Swadley

Vice President and Executive Publisher

Neil Edde

Associate Publisher

Jim Minatel

Project Coordinator, Cover

Katie Crocker

Compositor

Craig Woods, Happenstance Type-O-Rama

Proofreader

Mark Steven Long

Indexer

Robert Swanson

Cover Designer

LeAndra Young

Cover Image

© iStock / ulamonge

Credits

Acknowledgments

Thanks to Christina Wheeler for taking over one of the chapters in this book. I am so glad she

joined the group of authors. Also, thanks to Chris Caravajal from SharePoint 911 for stepping in and

taking a chapter as well. Thanks to all my SharePoint expert friends and Twitter followers. You inspire

me to keep going and doing more with technology. Special thanks to Paul Reese, our acquisitions editor,

and the entire Wrox project team for helping us create an excellent SharePoint 2010 resource.

C

ontents

Introducti

o

n

xxi

Part

I: using share

p

oint technologies and

ex

p

loiting

F

unctionality

C

h

a

p

ter 1:

L

everaging the

S

harePoint Object Model

3

Customizing

SharePoint

3

UI Components

4

Nonvisual Components 11 External Access 13

Putting

It

All Together

2

4

A Blog Aggregator

2

4

Calendar Reminders

2

8

Scheduled Workflows

3

1

Summary 33

C

h

a

p

ter 2:

C

reating

V

isual We

b Parts

3

5

Creating Visual Web Parts 35

Visual Web Part Project

3

5

Adding Controls

3

8

Adding Code

4

0

Deployment 41

Connecting Web Parts 43

Creating an Interface

4

4

Creating the Provider Web Part

4

5

Creating the Consumer Web Part

4

6

Deploying the Solution

4

8

Connecting the Web Parts

4

8

Using

SharePoint Controls

4

9

L

everaging the X

SL T Web Part

5

3

Summary 54

Contents

Introduction xxi

Who This Book

Is

For xxi

What This Book Covers xxi

How This Book

Is

Structured xxi

What You

Need to Use This Book xxi

Conventions xxii Source Code xxii Errata xxiii

p2p.wrox.com xxiii

Part

I:

Using

SharePoint

Technologies and

E

x

ploiting

F

Leveraging the

SharePoint Object Model

3

Customizing

SharePoint

3

Putting

It

All Together 24

Summary 33

Creating

Visual We

b Parts 35

Creating Visual Web Parts 35

Connecting Web Parts 43

Using

SharePoint Controls 49

Leveraging the XSLT Web Part 53 Summary 54

Custo

mizing

Search 55

Configuring and Creating Content

Sources 55

Configuring

Search

Scopes 57

Creating Managed Properties 62

Customizing the

Enterprise

Search Center 63

Finding Content with

Alerts 70

Summary 71

Leveraging the

SharePoint

Lists We

b

Service 73

Web

Services

Overview 73

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