Title Details

Shane Young is a Microsoft SharePoint MVP and one of the best-known SharePoint administrators. He is a frequent speaker at Microsoft TechEd and other SharePoint Conferences. He has taught hundreds of students the art of SharePoint Administration through his company SharePoint 911, owned by RackSpace, and his SharePoint Admin blog.

Steve Caravajal, PhD, is a Director and Productivity Architect with the Microsoft Corporation. He has 23+ years' experience in technology and product development, consulting, and training. He is an Adjunct Professor who teaches enterprise architecture, public and private cloud technology, and software development. He has several patents and published articles, speaks at conferences, and has written several books.

Todd Klindt is a Microsoft SharePoint MVP who speaks regularly at Microsoft TechEd and other SharePoint conferences internationally. He has written articles for TechNet magazine, Windows IT Pro magazine, and co-written several books.

Wrox Professional guides are written by working developers to address everyday needs. They provide examples, practical solutions, and expert education in new technologies, all designed to help programmers do a better job.

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 ANDSOCIAL 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