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INTRODUCTION xxv
CHAPTER 1: INTRODUCTION TO SHAREPOINT 2010 1
What?s New in the SharePoint Platform and Tools 1
Language Integrated Query 2
List Enhancements 2
Business Connectivity Services 2
Silverlight Integration 2
Client-Side OM 3
Web 2.0 Protocols and New Standards 3
Sandbox Solutions and Resource Governors 3
SharePoint Designer 4
Visio and Access Services 4
InfoPath (Forms, List Forms, Mobile Forms) 4
Visual Studio 5
Web Solution Packages 5
Developer Dashboard 5
What?s New in Collaboration/Social Computing 5
Enhanced Blogs and Wikis 6
Social Tagging and Ratings 6
Activity Feeds 6
Social Bookmarking 6
Organization Browser 7
Outlook Social Newsfeeds and Expertise 7
Mobile Client 7
Social Search 7
What?s New in Search 7
New Core Search Query Capabilities 8
Enhanced Core Search Results 8
Enhanced People Search: Phonetics 8
Enhanced People Search: Address Book?Style Lookups 8
Enhanced People Search Results 8
New Search Connector Framework 9
FAST Integration 9
What?s New in Enterprise Content Management 9
Document Management 9
Records Management 11
Web Content Management 12
Digital Asset Management 13
Workflow 14
What?s New in Forms 15
What?s New in Groove (SharePoint Workspace) 15
What?s New in Cloud Services 15
Summary 16
CHAPTER 2: DEVELOPER TOOLS FOR SHAREPOINT 2010 17
OOB Developer Experience 18
Understanding SharePoint Designer 2010 21
New User Interface 22
Top Ten New Features in SPD 22
Understanding Visual Studio 2010 Tools 34
Importing WSPs 34
SharePoint Server Explorer 34
Solution Explorer Integration 35
Feature Designer 35
Package Designer and Explorer 36
Project Type Templates 37
Mapping Folders 39
Setting Up Your Development Environment 40
System Requirements 40
Troubleshooting with Debugging and Testing 42
F5 Debugging 42
Debugging Using the Developer Dashboard 44
Debugging Using SharePoint Logs 48
Debugging Silverlight Code 49
Unit, Capacity, and Load Testing 49
Other Useful Tools for Debugging and Testing 52
Deploying and Maintaining Your Code 53
Customizing Deployment in VS 54
ALM with VS 2010 and SharePoint 54
New in VS 2010 Service Pack 1: IntelliTrace and Unit Testing
54
Moving from Test to Production 59
Upgrading Code from 2007 59
Summary 62
CHAPTER 3: IT PRO ENHANCEMENTS FOR THE DEVELOPER 63
Performance Improvements 63
List Throttling 64
External List Throttling 67
HTTP Request Throttling 69
Remote Blob Storage 71
Streaming Media and Bit Rate Throttling 71
High-Availability Improvements 72
Database Mirroring and Clustering 72
Read-Only Databases 73
Security Improvements in SharePoint 2010 74
Claims-Based Authentication 74
Code Access Security 77
Sandbox Solutions 77
Cross-Site Scripting 79
Management Improvements 79
Health Monitoring and Reports 79
Service Applications 80
PowerShell Support 82
Summary 84
CHAPTER 4: SHAREPOINT PLATFORM 85
Platform Overview 85
New User Interface 86
General Platform Improvements 87
Master Pages and _Layouts 87
The Ribbon 89
Status Bar and Notification Area 110
Working with Dialogs 114
Theming Infrastructure 117
List, View, and Event Enhancements 122
List Enhancements 122
View Enhancements 128
Events Enhancements 130
Overview of Data Technologies 136
SharePoint LINQ Support 136
Managed Client OM 146
jQuery and SharePoint 168
Timer Service Applications 172
Sandbox Solutions 175
Types of Solutions You Can Build 176
Executing Code in the Sandbox 176
Solution Monitoring 179
Managing Solutions 182
Mobile Solutions 188
Writing a SharePoint Mobile Adapter 188
Safe Controls and Editing the Compat.Browser File 193
Creating a Windows Phone 7 Application 195
Summary 206
CHAPTER 5: COLLABORATION AND SOCIAL COMPUTING 207
People-Centricity 208
User Profile Service Application 208
Profile Synchronization 212
Social Networking and My Site 221
Social Tagging and Ratings 223
Blogs and Wiki Site Definitions 228
Summary 231
CHAPTER 6: SEARCH 233
Search Options with SharePoint 2010 234
SharePoint Foundation 236
Search Server 2010 Express 236
Search Server 2010 237
SharePoint Server 2010 237
FAST Search Server 2010 for SharePoint 238
Choosing the Right Search Product 239
Common Platform and APIs 240
Search User Experience 241
Search Center 242
Visual Cues in Search Results 244
?Conversational? Search 246
People Search 248
Search Architecture and Topologies 249
SharePoint Search Key Components 249
FAST Architecture and Topology 253
Scale Out with FAST 254
How Architecture Meets Applications 258
Developing with Enterprise Search 258
Range of Customization 259
Top Customization Scenarios 260
Search-Driven Applications 260
Customizing the Search User Experience 261
Example: New Core Results Web Part 262
Example: Adding Sorting to Your New Web Part 264
Web Parts with FAST 266
Search Connectors and Searching LOB Systems 267
Using Out-of-Box Connectors 267
Creating Indexing Connectors 269
Deploying Connectors 272
Summary ? Customizing Connectivity 274
Working with Federation 274
Customization Examples Using Federation 276
Further Considerations in Federation 277
Working with the Query OM 278
Query-Side APIs and OMs 278
Query Syntax 281
FAST Query Language (FQL) 282
Examples Using Query Customization 282
Social Search 286
End-User-Visible Functionality 286
Social Search Architecture 287
Content Enhancement 288
Metadata, Linguistics, and Search 288
Advanced Content Processing with FAST 290
Multilingual Search 292
Extending Search Using the Administrative OM 292
Authentication and Security 292
Search Reports 293
Combining Search with Other Workloads 293
Search and Content 293
Search and Insights 294
Search and Composites 296
Search and Communities 297
Combining Search with Other Features 297
Search and the Cloud 298
Search Capabilities in Office 365 298
Combining On-premises and In-cloud Content with Search 300
Summary 301
CHAPTER 7: RECORDS MANAGEMENT 303
SharePoint 2010 Records Management Overview 303
Recordization 304
eDiscovery and Holds 308
Auditing and Reporting 308
Programming RM in SharePoint 309
Declaring and Undeclaring a Record 309
Creating Retention Schedules 311
Creating Organizer Rules 318
Creating Workflows that Use RM 323
Summary 325
CHAPTER 8: WEB CONTENT MANAGEMENT 327
The Content Lifecycle in Web Content Management 327
Separation of Content and Development 329
The Important Role of Information Architecture 329
Foundations of Web Content Management 330
Activating the Publishing Features 330
Publishing Feature Components 330
Page Processing Model 331
Site Variations 332
Preparing for Variations 332
Creating Variations 333
Site Columns 337
Browser-Based Site Column Development 337
Feature-Based Site Column Development 338
Object Model?Based Site Column Development 343
Content Types 345
Understanding Content Type IDs 345
Browser-Based Content Type Development 347
Feature-Based Content Type Development 347
Object Model?Based Content Type Development 350
Client Object Model?Based Content Type Development 352
Page Layouts 354
Developing Page Layouts 355
Creating a Page Layout with SharePoint Designer 355
Create a Page Layout with Visual Studio 357
Master Pages 361
Creating a Master Page with SharePoint Designer 362
Creating a Master Page with Visual Studio 363
Setting the Master Page in Code 365
Navigation 366
Customizing Navigation with Site Settings 366
Implementing Navigation in the Master Page 369
Customizing Navigation Using the Object Model 370
Customizing Navigation with Web Parts 372
Content by Query Web Part 374
Using the Content by Query Web Part 375
Customizing Content by Query Web Part in XML 376
Using Custom XSL to Modify the Presentation of Content 379
Redeploying the Content by Query Web Part Using Visual Studio
384
Content Conversion 386
Setting Up Document Conversion 386
Using Document Conversion 387
Summary 388
CHAPTER 9: ELECTRONIC FORMS 389
Introducing the Training Management Application 391
Customizing SharePoint List Forms 392
Creating the Trainings List 393
Customizing SharePoint List Forms 394
Adding Intelligence Using Rules and Views 396
Publishing List Forms 398
Distributing the Trainings List 402
Designing InfoPath Form Templates 402
What Is a Form Library? 403
Designing Your Form Template 404
Querying SharePoint Lists in Forms 409
Querying REST Web Services 411
Submit Behavior 414
Form Programming 416
Publishing an InfoPath Form 424
Publishing to a Form Library vs. Publishing to a Content Type
427
Form Security 429
Sandboxing Your Forms 430
Form Anatomy 431
Extracting the Form?s Data 436
Tools for Form Developers 443
The Rule Inspector 444
The Design Checker 445
IE Developer Tools 446
Fiddler Tool 447
Tiny Inline Tools 448
Building Web Parts Using InfoPath 450
InfoPath Form Web Part 450
Using InfoPath to Create Connected Web Parts 451
Getting Data from Other Web Parts 455
Empowering Users with Mashups 456
Summary 457
CHAPTER 10: ECM: DOCUMENT MANAGEMENT 459
A New Enterprise Content Mindset 460
New ECM Features 460
Expanded ECM Object Model 461
Getting the Most Out of the Document Center 462
Visual Studio and the Document Center 464
Content Routing 470
Managing the Content Organizer 471
Using Document Libraries in the Document Center 473
Metadata Navigation and Filtering 475
Visual Studio and Document Libraries 476
Managed Metadata 479
Types of Metadata 479
Managed Metadata Service Application 480
Content Types 483
Document ID Service 486
Create a Custom Document ID Provider 486
Summary 489
CHAPTER 11: INTRODUCING BUSINESS CONNECTIVITY SERVICES
491
Introducing Business Connectivity Services 492
Creating Simple BCS Solutions 493
Understanding BCS Architecture 496
Understanding Connectors 497
Understanding Business Data Connectivity 497
Understanding the Secure Store Service 502
Understanding Package Deployment 505
Working with BDC Metadata Models 505
Working with External Datasources 507
Connecting with the SQL Server Connector 508
Connecting with the WCF Service Connector 512
Creating Methods 516
Implementing Method Stereotypes 516
Creating Methods for Databases 520
Creating Methods for Web Services 526
Defi ning Associations 527
Working with External Lists 531
Creating Custom List Actions 531
Creating Custom Forms 532
Summary 533
CHAPTER 12: ADVANCED BUSINESS CONNECTIVITY SERVICES
535
Creating .NET Assembly Connectors 535
Understanding the Project Tooling 536
Walking Through the Development Process 537
Packaging Considerations 554
Enabling Search Support 556
Working with the BDC Server Runtime Object Model 559
Connecting to the Metadata Catalog 561
Retrieving Model Elements 562
Executing Operations 563
Summary 575
CHAPTER 13: WORKFLOW 577
Training Approval Workflow 578
Creating the Training Content Type 579
Workfl ow Development Lifecycle 579
Prototyping in Visio 580
Customizing the Workfl ow in SharePoint Designer 581
Creating Custom Actions with Visual Studio 2010 594
Importing to Visual Studio 2010 604
Building Workflows with Visual Studio 2010 623
Site Workflows 623
Pluggable Workflow Services 640
Tapping into Workflow Events 648
Summary 650
CHAPTER 14: BUSINESS INTELLIGENCE 651
Challenges with Traditional Business Intelligence 651
Integration with SharePoint: The History 652
Highlights of Business Intelligence in SharePoint Server 2010
654
Important BI Terms and Concepts 655
Using the AdventureWorks Sample Databases 656
The Starting Point: Business Intelligence Center 658
Excel Services 660
Excel Services Architecture 662
Office Data Connection 663
Authoring Workbooks in Excel 668
Publishing the Workbook 677
PerformancePoint Services 682
Dashboard versus Scorecard 683
PerformancePoint Services Architecture 683
Introducing Dashboard Designer 686
Creating Your First Dashboard 687
One-Click Publishing to SharePoint 695
Time Intelligence Filtering 698
Reporting Services 2008 R2 701
Integration Modes 701
Local Mode Architecture 702
Connected Mode Architecture 703
Configuring the BI Center 707
BIDS 2008 R2 or Report Builder 3.0? 708
Building and Deploying Reports 709
Caching and Snapshots 725
Reporting on SharePoint Data 733
Claims and BI Solutions 741
Summary 743
CHAPTER 15: SHAREPOINT ONLINE 745
BPOS: SharePoint Online Overview 745
Developing in the Cloud 747
Debugging Your Solutions 747
Example Cloud Scenarios 749
Office 365 Overview 749
Differences Between SharePoint On-Premises and Online 750
What?s in SharePoint Online in Office 365 751
What About Hybrid Solutions? 752
Azure Overview 752
Windows Azure 752
SQL Azure 752
SQL Server Management Studio 753
Windows Azure AppFabric 753
Windows Azure Virtual Network 754
Developer Tools for Windows Azure 754
SharePoint and Azure Integration Scenarios 754
Integrating SQL Azure with SharePoint On-Premises 754
Integrating SQL Azure and SharePoint Online 761
Connecting to On-Premises from SharePoint Online 761
Writing SharePoint Online Applications 762
Identity and Authentication in Office 365 762
Calling the Client Object Model 763
Writing a Sandbox Solution in Office 365 765
Connecting Outside of Office 365 with Silverlight 766
Deploying and Debugging 767
Summary 769
APPENDIX: ADDITIONAL HELP AND RESOURCES 771
INDEX 773
Tom Rizzo is a director in the Microsoft Cloud Solutions product management team. Reza Alirezaei is the president of Development Horizon, author of technical papers and books, Microsoft SharePoint MVP, and frequent speaker at SharePoint conferences. Paul J. Swider is an international speaker, trainer, consultant, and the founder of the Charleston SharePoint Users Group and a founder of the nonprofit organization, Sharing the Point. Kenneth Schaefer is an independent developer and designer focusing on SharePoint and web-based solutions. Jeff Fried is the CTO of BA Insight, holds 15 patents, and is the author of 50 technical papers. Scot Hillier is an independent consultant, Microsoft MVP, and author.
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