Inside Microsoft SharePoint 2010

649 Pages·2011·7.018 MB·English

by  Pattison, Ted;Connell, Andrew;Hillier, Scot;Mann, David

Inside Microsoft
®
SharePoint 2010
®
Ted Pattison
Andrew Connell
Scot Hillier
David Mann
Published with the authorization of Microsoft Corporation by:
O’Reilly Media, Inc.
1005 Gravenstein Highway North
Sebastopol, California 95472
Copyright © 2011 by Critical Path Training, LLC
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Acquisitions and Development Editors: Martin DelRe and Kenyon Brown
Production Editor: Holly Bauer
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Technical Reviewer: David Mann
Indexing: Fred Brown
Cover: Karen Montgomery
Compositors: Octal Publishing, Inc., and Nellie McKesson
Illustrator: Robert Romano
978-0-735-62746-8
This book is dedicated to Patrick Tisseghem, our dear friend and colleague, who passed away at the
beginning of this project. Those who were fortunate enough to know Patrick remember him and his
outgoing sense of humor, his knowing smile, and his ability to completely explain complex topics using
simple concepts and examples.
Patrick, we all learned so much from knowing you and working with you. Many of your keen insights and
clear explanations of SharePoint that you shared with us live on in this book. We miss you, all your blog
readers miss you, and the entire SharePoint platform misses you as well.

Contents at a Glance
1 SharePoint 2010 Developer Roadmap . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
2 SharePoint Foundation Development . . . . . . . . . . . . . . . . . . . . . . . . . . .35
3 SharePoint Developer Tools in Microsoft Visual Studio 2010 . . . . . . . .69
4 Sandboxed Solutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .89
5 Pages and Navigation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .117
6 Controls and Web Parts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .169
7 Lists and Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .225
8 Templates and Type Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .277
9 Accessing Data in Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .319
10 Client-Side Programming . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .353
11 Creating and Developing Workflows . . . . . . . . . . . . . . . . . . . . . . . . . . .393
12 SharePoint Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .455
13 Business Connectivity Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .485
14 Enterprise Content Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .535
15 SharePoint Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .569
v

Table of Contents
Foreword . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xv
Acknowledgments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xvii
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xix
1 SharePoint 2010 Developer Roadmap . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
SharePoint Foundation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2
SharePoint Foundation Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3
SharePoint Farms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5
Web Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8
Service Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10
SharePoint Server 2010 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13
Sites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14
Customizing Sites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17
SharePoint Designer 2010 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Site Customization vs . SharePoint Development . . . . . . . . . . . . . . . . . . . . .22
Windows PowerShell Boot Camp for SharePoint Professionals . . . . . . . . . . . . . .23
Learn Windows PowerShell in 21 Minutes . . . . . . . . . . . . . . . . . . . . . . . . . . .24
The Windows PowerShell Integrated Scripting Environment (ISE) . . . . . .28
The SharePoint PowerShell Snap-in . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Conclusion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33
2 SharePoint Foundation Development . . . . . . . . . . . . . . . . . . . . . . . . . . .35
The Server-Side Object Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35
Creating the Hello World Console Application . . . . . . . . . . . . . . . . . . . . . . .36
Enabling the SharePoint Developer Dashboard . . . . . . . . . . . . . . . . . . . . . .39
Developing SharePoint Solutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Developing a SharePoint Solution Using a Class Library Project . . . . . . . .41
The SharePoint Root Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .42
Creating a Feature Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Creating a Solution Package . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Feature Upgrade Enhancements in SharePoint 2010 . . . . . . . . . . . . . . . . . .61
Conclusion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
3 SharePoint Developer Tools in Microsoft Visual Studio 2010 . . . . . . . .69
Life Before SharePoint Developer Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Getting Started with the SharePoint Developer Tools . . . . . . . . . . . . . . . . . . . . . .71
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vii
viii Table of Contents
Using SharePoint Explorer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .71
Adding a Feature Receiver . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .76
Adding a SharePoint Project Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .78
Deployment and Testing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Working with Mapped Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
Conclusion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .87
4 Sandboxed Solutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .89
Understanding the Sandbox . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Building a Basic Sandboxed Solution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .91
Understanding the Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .95
Understanding Solution Restrictions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .97
Designing a Sandboxed Solution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Understanding Full-Trust Proxies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104
Administrating Sandboxed Solutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108
Using Central Administration Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108
Validating Sandboxed Solutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
Using Windows PowerShell for Administration . . . . . . . . . . . . . . . . . . . . . 114
Using Site Collection Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
Conclusion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116
5 Pages and Navigation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .117
SharePoint Foundation Integration with ASP .NET . . . . . . . . . . . . . . . . . . . . . . . . 117
ASP .NET Fundamentals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118
SharePoint Web Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121
Web Application Configuration Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
The Virtual File System of a Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
Page Templates and Ghosting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128
Application Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130
Master Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133
Creating Site Page Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138
Creating Pages in Sandboxed Solutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141
The Module SharePoint Project Item Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141
The SandboxedSolutionPages Sample Project . . . . . . . . . . . . . . . . . . . . . . . . . . . 145
Creating Web Part Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
Creating Output References to Integrate Silverlight Applications . . . . . . . . . . 149
Creating Pages in Farm Solutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151
Navigation Support for Application Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156
Custom Breadcrumb Navigation Using a Site Map . . . . . . . . . . . . . . . . . . . . . . . 157
Creating a Reusable Branding Solution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159
Deploying a Custom Master Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160
Deploying CSS Files and Images to the Style Library . . . . . . . . . . . . . . . . . . . . . 162
Conclusion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166
Table of Contents ix
6 Controls and Web Parts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .169
Developing with Controls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169
The WingtipControls Sample Project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .170
Safe Mode Processing and Safe Controls . . . . . . . . . . . . . . . . . . . . . . . . . . 172
Using a Custom Control to Create a Menu . . . . . . . . . . . . . . . . . . . . . . . . . .175
User Controls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178
Delegate Controls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182
Developing Web Parts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186
Web Part Fundamentals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187
Web Part Output Rendering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196
Persistent Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203
Custom Editor Parts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206
Web Part Verbs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208
Web Parts Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211
Asynchronous Processing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216
Conclusion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223
7 Lists and Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .225
Creating Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225
Fields and Field Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229
Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235
Site Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 236
Content Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241
Working with Document Libraries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 248
Creating a Document Library . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 249
Adding a Custom Document Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . 250
Creating Document-Based Content Types . . . . . . . . . . . . . . . . . . . . . . . . . 252
Programming with Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 254
Creating Documents with Code . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 255
Creating and Registering Event Handlers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 258
Event Receiver Classes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 260
Registering Event Handlers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 261
Programming Before Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 268
Programming After Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 273
Conclusion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 275
8 Templates and Type Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .277
Field Type Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 277
Creating Custom Field Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 278
Creating a Custom Field Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 284
List Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 292
Creating Site Column Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 294
Creating Content Type Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 296
Creating List Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 298
Feature Activation Dependencies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 302