SHAREPOINT® SERVER 2010 ADMINISTRATION 24-HOUR TRAINER pdf

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SHAREPOINT® SERVER 2010 ADMINISTRATION

24-HOUR TRAINER

INTRODUCTION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxv

SECTION I ADMINISTRATION AT THE SITE LEVEL

LESSON 1 Using the Site Administration Menu . . . . . . . . . . . . . . . . . . . . . . . . . 3

LESSON 2 Using the Site Actions Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

LESSON 3 Changing a Site’s Look and Feel . . . . . . . . . . . . . . . . . . . . . . . . . . . .19

LESSON 4 Using Custom Themes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

LESSON 5 Managing Reporting Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31

SECTION II ADMINISTRATION AT THE SITE COLLECTION LEVEL

LESSON 6 Site Collection Administration Settings . . . . . . . . . . . . . . . . . . . . . 39

LESSON 7 Managing the Solutions Gallery . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

SECTION III MANAGING SEARCH

LESSON 8 Setting Search Options at the Site Collection Level . . . . . . . . . . . 57

LESSON 9 Search Scopes for Site Collection Administrators . . . . . . . . . . . . 65

LESSON 10 Managing Search Keywords for

Site Collection Administrators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

LESSON 11 Managing Search Availability at the

List and Site Level for Site Administrators . . . . . . . . . . . . . . . . . . . 79

SECTION IV SETTING UP CONTENT MANAGEMENT OPTIONS

LESSON 12 Setting Up Content Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

LESSON 13 Publishing Content Types to Use Across Site Collections . . . . .101

LESSON 14 Setting Up the Content Organizer . . . . . . . . . . . . . . . . . . . . . . . . . 105

LESSON 15 Using Document Sets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115

LESSON 16 Using Hold and Discovery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121

LESSON 17 Setting Up Records Management . . . . . . . . . . . . . . . . . . . . . . . . . .127

LESSON 18 Setting Up Related Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135

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SECTION V MANAGING PUBLISHING SITES

LESSON 19 Setting Up a Publishing Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141

LESSON 20 Setting Navigation Options in Publishing Sites . . . . . . . . . . . . . . . 151

LESSON 21 Setting Branding Options in Publishing Sites . . . . . . . . . . . . . . . . 161

LESSON 22 Using Content Approval in Publishing Sites . . . . . . . . . . . . . . . . . . 171

LESSON 23 Using Variations in Publishing Sites . . . . . . . . . . . . . . . . . . . . . . . 179

SECTION VI CONFIGURING USERS AND PERMISSIONS

LESSON 24 SharePoint Security Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189

LESSON 25 Permission Levels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197

SECTION VII CONFIGURING SERVICE APPLICATIONS

LESSON 26 Confi guring Access Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207

LESSON 27 Confi guring Excel Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215

LESSON 28 Confi guring Visio Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225

LESSON 29 Confi guring PowerPoint Services . . . . . . . . . . . . . . . . . . . . . . . . . 231

LESSON 30 Creating Metadata Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237

LESSON 31 Using Metadata . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245

LESSON 32 Confi guring PerformancePoint Services. . . . . . . . . . . . . . . . . . . . 251

LESSON 33 Creating a PerformancePoint Site . . . . . . . . . . . . . . . . . . . . . . . . . 259

LESSON 34 Creating a Business Connectivity Service . . . . . . . . . . . . . . . . . . 267

LESSON 35 Creating an External List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 275

SECTION VIII SITE TEMPLATES

LESSON 36 Using the Form Template Library . . . . . . . . . . . . . . . . . . . . . . . . . . 283

LESSON 37 Using the Records Center Site Template . . . . . . . . . . . . . . . . . . . 291

LESSON 38 Creating a Meeting Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . 297

LESSON 39 Personalization Sites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 301

LESSON 40 Creating an Enterprise Wiki Site . . . . . . . . . . . . . . . . . . . . . . . . . . . 305

APPENDIX What’s on the DVD? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 311

INDEX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 315

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SharePoint® Server 2010 Administration

24-HOUR TRAINER

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SharePoint® Server 2010 Administration

24-HOUR TRAINER

Bill Crider

Martin Reid

Clint Richardson

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SharePoint® Server 2010 Administration 24-Hour Trainer

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This is book is dedicated to my family. My wife Noele,

and my three children Anna, Garrett, and Isabelle.

—Bill Crider

For Seamy McGivern, always remembered by his

friends.

—Martin Reid

For Michelle—My Crustacean Forevermore

—Clint Richardson

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ABOUT THE AUTHORS

BILL CRIDER is a SharePoint architect and principal consultant at Ascendum Solutions in Cincinnati,

Ohio. He is an active speaker, writer, and blogger on all things SharePoint. His current interests

include mobile applications, social networks for businesses, and SharePoint in the cloud. You can

visit his website at http://www.DrSharePoint.com for a variety of posts, podcasts, and videos on

SharePoint administration, development, and architecture.

MARTIN REID is an analyst with the Queens University of Belfast where he works with a large

SharePoint 2010 farm. Martin is married with six children and lives in Belfast, Northern Ireland.

Martin’s main interest is using SharePoint to solve business issues.

CLINT RICHARDSON has been working in the IT industry for more than a decade, and has focused

exclusively on SharePoint for the last 5 years. His primary interest is in the deployment and adminis￾tration of large scale farms. He has assisted multiple branches of the US military in locations around

the world. Currently he runs his own SharePoint consultancy in the Ohio Valley area of the US.

ABOUT THE TECHNICAL EDITORS

TODD MEISTER has been working in the IT industry for over fi fteen years. He’s been a Technical

Editor on over 75 titles ranging from SQL Server to the .NET Framework. Besides technical editing

titles he is the Senior IT Architect at Ball State University in Muncie, Indiana. He lives in central

Indiana with his wife, Kimberly, and their four great children.

MARTIN REID is an analyst with the Queens University of Belfast where he works with a large

SharePoint 2010 farm. Martin is married with six children and lives in Belfast, Northern Ireland.

Martin’s main interest is using SharePoint to solve business issues.

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CREDITS

ACQUISITIONS EDITOR

Paul Reese

PROJECT EDITOR

Jason Gilmore

TECHNICAL EDITORS

Todd Meister

Martin Reid

PRODUCTION EDITOR

Rebecca Anderson

COPY EDITOR

Sarah B. Kleinman

EDITORIAL MANAGER

Mary Beth Wakefi eld

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

PROOFREADER

James Saturnio, Word One New York

INDEXER

Johnna VanHoose Dinse

COVER DESIGNER

LeAndra Young

COVER IMAGE

© iStock / Daniel Vice

DVD TECHNICAL PRODUCER

Focal Point Studios LLC

VERTICAL WEBSITES PROJECT MANAGER

Laura Moss-Hollister

VERTICAL WEBSITES ASSISTANT

PROJECT MANAGER

Rich Graves

VERTICAL WEBSITES ASSOCIATE PRODUCER

Marilyn Hummel

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ACKNOWLEDGMENTS

I would like to thank the staff at Wrox for giving me the opportunity to write my fi rst book. Also

my thanks go out to them for their patience along the way. The process of writing is much more dif￾fi cult and time consuming that I imagined when I started this project. Many thanks to my wife, who

put up with my 60 hour weeks turning into 80 hour weeks as I fought to cross the fi nish line with

this project. Finally, I would like to thank my co-author Martin, who stepped in at the last minute

and put forth an incredible amount of effort to bring this project to a successful close.

—Bill Crider

I would like to thank my wife, Patricia, for her usual support when I am working on these books.

People always say it would not be possible without that support, in my case that is more than true.

—Martin Reid

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