Professional SharePoint 2013 Administration

INTRODUCTION xxix     CHAPTER 1: WHAT   S NEW IN SHAREPOINT 2013 1     Installation Changes 2     System Requirements 2     The Installation Process 2     Upgrading from SharePoint 2010 3     Patching 3     Central Administration 4     Service Applications 5     Claims and Authentication 8     Managing SharePoint 2013 with Windows PowerShell 10     SharePoint Apps 10     Workflow Manager 11     New User Experience 12     Faster 12     Prettier 13     Getting Social 14     Summary 15     CHAPTER 2: ARCHITECTURE AND CAPACITY PLANNING 17     Names, Names, My Kingdom for a Consistent Name! 19     SharePoint Foundation 19     SharePoint Server 2013 20     Search Server Express 22     FAST Search Server 2010 22     SharePoint Online 23     Additional Server Planning 24     Windows Server and Required Additional Software 24     Windows Vista, 7, and 8 25     SQL Server 26     E-mail Servers and SMS Options 26     Hardware Requirements 28     Web Servers 29     Application Servers 30     SQL Servers 40     Mixing and Matching Servers 41     Other Hardware Notes 46     Virtualization 47     Terminology 48     Controlling Deployments 52     HTTP Throttling 52     Large List Throttling 53     Recycle Bin Architectural Implications 54     Software Boundaries and Limits for SharePoint 2013 55     Summary 56     CHAPTER 3: INSTALLING AND CONFIGURING SHAREPOINT 57     Preparing the Environment 57     Logging In and Mounting the File 58     Running the Prerequisite Installer 59     Adding Forgotten Patches 60     Windows Server 2008 R2 61     Windows Server 2012 61     Running Setup 61     Automating Setup 62     Creating the Farm 63     Adding More Servers to the Farm 65     Configuring the Farm 66     Creating Web Applications and More 90     Terminology 90     Web Applications 91     Site Collections and Webs 93     Summary 95     CHAPTER 4: UNDERSTANDING SERVICE APPLICATIONS 97     A History of Service Applications in SharePoint 98     Service Application Fundamentals 99     The Connection Structure 100     Connecting Across Farms 105     Service Applications As a Framework 107     Service Application Administration 107     Creating a New Instance of a Service Application 107     Using the Ribbon to Manage Service Applications 109     Managing Service Application Proxy Groups 112     Multi-Tenancy in SharePoint 2013 118     Managing Service Application Groups 118     Creating a Site Subscription 120     Multi-Tenant Use Cases 121     Partitioning in the Enterprise 121     Summary 123     CHAPTER 5: UPGRADING TO SHAREPOINT 2013 125     Upgrade Considerations 125     What You Can Upgrade 125     What You Can   t Upgrade 130     Don   t Upgrade Crap 131     Upgrading Content 135     Creating the Web Application 135     Testing the Content Database 137     Attaching the Content Database 143     Upgrading Site Collections 146     Throttling and Governance 156     Upgrading Service Applications 157     Business Connectivity Services 158     Managed Metadata 158     Performance Point 159     Search 160     Secure Store 161     User Profile Service 162     Using Third-Party Tools to Migrate Content 163     Upgrading from Older Versions 163     Restructuring Your Farm 163     Choosing Third-Party Migration Software 164     Summary 164     CHAPTER 6: CLAIMS AUTHENTICATION AND OAUTH 165     What   s New with Claims and Authorization? 166     Migrating from Classic to SharePoint 2013 Claims 166     Authentication Infrastructure 167     OAuth 167     Server-to-Server Authentication 168     User Authentication 168     Claims-Based Identity 169     Using Claims-Based Identity 171     Application Authentication 180     Cloud App Model 180     OAuth 181     App Authentication 182     Server-to-Server Authentication 188     SharePoint to SharePoint S2S 189     SharePoint to Exchange and Lync S2S 189     Summary 190     CHAPTER 7: ADMINISTERING SHAREPOINT WITH WINDOWS POWERSHELL 191     Introduction to Windows PowerShell 192     Microsoft SharePoint 2013 Management Shell and Other Hosts 192     Microsoft SharePoint 2013 Management Shell 192     Using Other Windows PowerShell Hosts 193     Commands 195     Cmdlets 195     Functions 196     Scripts 197     Native Commands 198     Basic PowerShell Usage 198     Listing the SharePoint Commands 198     PowerShell Help 200     PowerShell Variables 201     PowerShell Objects 203     PowerShell Pipeline 203     Controlling Output 204     Using SharePoint Commands 207     Working with the Farm 207     Working with the Farm Configuration 208     Web Applications 209     Working with Site Collections 212     Working with Webs 217     Working with Objects Below the Web Level 219     Disposing of SharePoint Variables 223     Some Sample PowerShell Scripts 225     Creating Your SharePoint 2013 Farm with PowerShell 225     Creating Managed Accounts and Service Application Pools 227     Creating the Search Service Application in     SharePoint 2013 Server 227     Creating a Claims Web Application 228     Getting Site Collection Size 229     Summary 229     CHAPTER 8: CONFIGURING SHAREPOINT FOR BUSINESS INTELLIGENCE 231     Installing SQL Server Analysis Services 232     Installing SSAS and Data Tools 232     Deploying AdventureWorks 237     Creating a Business Intelligence Center 242     Configuring Excel Services 243     Configuring the Excel Services Service Application 244     Configuring Excel Services to Use the Secure Store 245     Testing the Excel Services Unattended Service Account 248     PowerPivot 2012 250     Installing PowerPivot 251     Configuring PowerPivot Integration 255     Adding Permissions to Central Administration 258     Creating and Confi guring a PowerPivot Workbook 259     SQL Server Reporting Services for SharePoint 2013 264     Creating the Service Application 268     Creating and Deploying an SSRS Report 268     PowerView 274     Configuring PerformancePoint Services 275     Configuring PerformancePoint Services to Use the Secure Store 277     Testing the PerformancePoint Services     Unattended Service Account 279     Configuring Visio Services 285     Configuring the Visio Unattended Service Account 285     Configuring the Visio Graphics Service Application 286     Introduction to Access 2013 290     Prerequisites 291     Items to Consider for Access 2013 291     Configuring an Isolated App Domain 291     Microsoft SQL Server 2012 Required Features for Access Services 2013 292     Microsoft SQL Server 2012 Options Required     for Use with Access Services 2013 292     Service Account Permissions 295     Creating the Access Services 2013 Service Application 296     Setting SQL Permissions for Your Service Account 298     Configuring IIS 299     Creating a Custom Web App Using Access 2013 Client 300     Summary 302     CHAPTER 9: CONFIGURING SHAREPOINT FOR HIGH-AVAILABILITY BACKUPS 303     Determining Your Business Requirements 303     Content Recovery 305     Content Storage Overview 306     Version History 306     The Recycle Bin 310     Exporting and Importing Sites, Lists, and Libraries 313     Backing Up and Restoring Site Collections 318     Recovering from SQL Server Snapshots 324     Backing Up and Recovering from Disaster 325     Backing Up and Restoring Content Databases 326     Backing Up and Restoring Service Applications 333     Backing Up the Farm 335     Backing Up IIS 337     Backing Up Customizations 338     High-Availability Configurations 339     Load-Balancing 339     SQL AlwaysOn Failover-Clustering 340     SQL Server AlwaysOn Availability Groups 340     HTTP Request Throttling 341     Gradual Site Deletion 343     Summary 343     CHAPTER 10: MANAGING SHAREPOINT DEVELOPER SOLUTIONS AND FEATURES 345     Defining Solutions and Features 345     Understanding Farm Solutions 346     Managing Farm Solutions 348     Managing Farm Solutions via the User Interface 349     Managing Farm Solutions via the Command Line 353     Understanding Sandbox Solutions 355     Managing Sandbox Solutions 356     Understanding Features 358     Feature Manifest 359     Defining Scope 360     Feature Receivers 360     Managing Features 361     Managing Features via the User Interface 361     Managing Features via the Command Line 365     Summary 368     CHAPTER 11: MANAGING AND CONFIGURING APPS 369     Understanding the SharePoint 2013 App 371     Architecture 371     SharePoint 2013 App Marketplaces 372     SharePoint 2013 App Hosting Options 373     App Model Security 376     Setting Up an App-Enabled SharePoint Environment 377     Configuring a Forward Lookup Zone in DNS 378     Configuring SSL for the App Domain (Optional) 381     Configuring the Service Applications 381     Configuring App URLs 382     Setting Up a High-Trust App Environment 384     Managing SharePoint 2013 Apps 392     Configuring an App Catalog 392     Adding an App to a SharePoint Site 394     Removing an App from a SharePoint Site 399     Monitoring SharePoint Apps 400     Monitoring and Managing App Licenses 403     Summary 406     CHAPTER 12: BRANDING SHAREPOINT 407     What Is Branding? 407     Branding Considerations 409     SharePoint and Publishing 410     Components of SharePoint Branding 412     Master Pages 413     Page Layouts and Wiki Pages 414     HTML, Cascading Style Sheets, and More 416     What   s New in Branding for SharePoint 2013 416     Composed Looks 416     Device Channels 419     Image Renditions 424     Display Templates 427     Improving Speed with Minimal Download Strategy 428     Design Manager 429     Understanding the SharePoint 2013 Branding Process 430     Using the Design Manager 430     Deploying Branding Assets 444     Customizing SharePoint Files 444     Upgrading Branding to SharePoint 2013 445     Controlling Access to SharePoint Branding 446     Summary 447     CHAPTER 13: CONFIGURING AND MANAGING ENTERPRISE SEARCH 449     What   s New in Enterprise Search 449     Single Search Architecture 450     Search Center and Search UI 450     Relevancy Improvements 450     Search Architecture 451     Topology 452     Managing the Crawl Process and Crawled Properties 453     Content Processing 454     Analytics Processing 456     Index Processing 459     Query Processing, Query Rules, and Result Sources 460     Administration 460     Configuring Enterprise Search 461     Scaling Out Topology 461     Continuous Crawl and Content Sources 469     Result Sources 474     Managing the Search UI 477     Search Center 477     Customizing the UI 486     Summary 500     CHAPTER 14: CONFIGURING USER PROFILES AND SOCIAL COMPUTING 503     What   s New in Enterprise Social? 504     My Sites 504     Distributed Cache 506     Communities 506     User Profile Synchronization 506     User Profile Replication Engine 507     Managing and Configuring Profile Synchronization 507     Profile Synchronization 508     Choosing a Synchronization Method 508     Active Directory Import 509     SharePoint Profile Synchronization 511     Organization Profiles 522     Audiences 522     Managing and Configuring My Sites 527     Configuring My Sites 527     SkyDrive Pro 536     Managing and Configuring Communities 540     Community Templates 540     Creating and Using Community Sites 541     Summary 544     CHAPTER 15: THE OFFICE WEB APPLICATIONS FOR SHAREPOINT 545     Functionality Overview 546     New Features in SharePoint OWA 2013 546     Additional Functionality for Multiple SharePoint Farms, Lync, Exchange 2013, and File Shares (via Open-Form URL) 547     Integrating OWA with Exchange 2013 547     Integrating OWA with Lync 2013 547     Licensing and Versions 548     Desktop Enhancements 549     User Experience Improvements 549     PowerPoint Broadcasting 549     Excel Web App vs. Excel Services 550     Change Tracking 550     Comments 551     Co-Authoring 551     Embedding 551     Ink Support 552     Quick Preview 553     Sharing a Document 553     Office Web Apps URLs 554     Default Open Behavior for Documents 554     Mobile Device Support 555     PowerPoint Changes 555     Enhanced User Experience 555     Technologies Used 555     Platform and Browser Compatibility 556     Topology 557     Authentication Requirements 560     Migrating from Classic-Mode to Claims-Based Authentication 560     Preparing the Server and Installing OWA via the GUI 561     Installing Prerequisites for Windows Server 2012 561     Installing Prerequisites for Windows 2008 R2 564     Installing Office Web Apps 564     Office Web Apps Confi guration Options 565     Creating Your Own Certificate for Testing 565     Configuring the Security Token Service 570     Using the HTTP Protocol 570     Using the HTTPS Protocol 572     Binding to a SharePoint Farm Using HTTPS 574     Removing a Binding 575     Scaling Office Web Apps 575     Office Web Apps Patching 575     New PowerShell OWA Cmdlets 576     Summary 577     CHAPTER 16: INSTALLING AND CONFIGURING AZURE WORKFLOW SERVER 579     Enchancements in Workflow 579     Workflow in SharePoint 2010 580     Workflow in SharePoint 2013 581     New Workflow Architecture in SharePoint 2013 581     SharePoint Designer Enhancements 583     Installing and Configuring Windows     Azure Workflow Server 584     Hardware and Software Requirements 584     Workflow Manager Install 586     Step-by-Step Install 587     Managing Web Application Settings 597     Creating SharePoint 2013 Workfl ows 598     Templates 598     Creating a Custom Workflow Using SharePoint Designer 2013 600     Workflow Visualization Using Visio 2013 609     Creating Custom Workfl ows Using Visual Studio 2012 610     Summary 611     CHAPTER 17: INTEGRATING OFFICE CLIENTS WITH SHAREPOINT 613     What Office 2013 and SharePoint 2013 Share in Common 614     Connecting to SharePoint from within Microsoft Offi ce 2013     Applications 614     Determining When a Document Is Being Actively Co-Authored 615     Live Co-Authoring Compatibility with Other Offi ce Versions 616     Backstage View 616     Taking a Look at the Document Panel 618     Connecting to Office 2013 from SharePoint 2013 620     Integrating SharePoint 2013 with Word 2013 622     Comparing Document Versions 622     Working with Document Barcodes 623     Using Quick Parts 623     Blogging in Microsoft Word 624     Integrating SharePoint 2013 with Excel 626     Importing Spreadsheets into SharePoint 626     Exporting to Excel 627     Displaying Charts 627     Using the Excel Web Access Web Part 627     Integrating SharePoint 2013 with PowerPoint 628     Working with Slide Libraries 628     Broadcasting Slides 628     Integrating SharePoint 2013 with Outlook 628     Managing SharePoint Alerts 629     Connecting SharePoint Lists and Libraries to Outlook 629     Connecting Calendars and Meetings to Outlook 630     Integrating SharePoint 2013 with InfoPath 630     Deploying InfoPath Forms Services in Central Administration 632     InfoPath Form Web Part 633     Customizing the Document Information Panel 633     Customizing SharePoint List Forms 635     Integrating SharePoint 2013 with Visio 636     Setting Up the Visio Graphics Service 636     Adding a Visio Web Access Web Part 637     Integrating SharePoint 2013 with OneNote 638     Integrating SharePoint with Access 2013 and Access Services 639     SharePoint Data as a Table 640     Creating Microsoft Access Views in SharePoint 641     Access Services Overview 642     Publishing Links to Office Client Applications 644     Managing Office 2013 and SharePoint through Group Policy 645     Summary 647     CHAPTER 18: WORKING WITH SHAREPOINT DESIGNER 649     Introduction to SharePoint Designer 2013 650     Requirements for Using SPD 2013 651     Integrating SP 2013 and SPD 2013 652     SPD 2013 and SPD 2010 Interoperability 653     SharePoint Server 2013 Workflow Platform 654     Enabling SharePoint Designer Restrictions 655     Overview of the New User Interface 659     Managing SharePoint Sites with SharePoint Designer 661     The Navigation Pane 662     Creating Subsites with SharePoint     Designer 2013 663     Branding with SharePoint Designer 2013 664     Versioning 665     SharePoint Master Pages 666     Editing the Master Page 667     Page Layouts 668     Implementing Workfl ows with SharePoint Designer 2013 670     Summary 673     CHAPTER 19: TROUBLESHOOTING SHAREPOINT 675     The Unified Logging Service 676     Windows Event Logs 676     Trace Logs 680     Powerful PowerShell Tweaks 681     Viewing the ULS Logs with the ULS Viewer 683     Using PowerShell to Tame the ULS Logs 685     The Correlation ID: Your New Best Friend 688     The Developer Dashboard 690     More Troubleshooting Techniques 693     Using Fiddler to Watch Your Web Traffic 693     Creating a New Web Application 695     Making All Your Service Accounts Local Administrators 695     Checking for Failed Timer Jobs 696     Starting Fresh with IISReset 696     Reboots for Everyone! 697     Shoot Trouble Before it Happens! 697     See the Bigger Picture: IIS and SQL 697     Additional Tools and Resources 698     Summary 699     CHAPTER 20: MONITORING AND ANALYTICS 701     Configuring Monitoring in Central Administration 701     Unified Logging Service 702     Configuring ULS via Central Admin 702     Configuring ULS via PowerShell 705     Using and Configuring the Health Analyzer 707     Usage and Health Data Collection 709     Configuring Usage and Health Data Collection 710     Log Collection and Processing 711     Timer Jobs in SharePoint 2013 713     Managing Timer Jobs in Central Admin 714     Managing Timer Jobs in PowerShell 715     Search Service Application Monitoring 716     The Crawl Log 716     Crawl and Query Health Reports 718     Usage Reports 718     Summary 718     CHAPTER 21: CONFIGURING AND MANAGING WEB CONTENT MANAGEMENT AND INTERNET SITES 719     What   s New with WCM? 720     Cross-Site Publishing 720     Catalogs and Category Pages 720     Managed Navigation 721     Content Search 721     Internet Site Improvements 722     Variations and Translation Services 723     Design Manager 723     Snippet Gallery 723     Device Channels 724     Content Authoring Improvements 724     Architecting Internet Sites 725     What Is SharePoint for Internet Sites? 725     Preparing the Farm for WCM 726     Planning and Confi guring WCM Capability 732     Site Publishing Models 745     Configuring and Creating WCM Internet Sites 747     Configuring Cross-Site Publishing 748     Using the New Catalogs Capability 748     Branding 752     Design Manager 753     Navigation 756     Search-Driven Content 762     Search Engine Optimization 766     Authoring Content Improvements 767     Rich Text Editor Improvements 768     Using Video Support Enhancements 769     Image Renditions 769     Summary 771     INDEX 773