Microsoft SharePoint 2013 Administration Inside Out

954 Pages·2014·18.912 MB·English

by  Randy Williams, CA Callahan, Chris Givens, John Milan Gross, Brian Alderman

Microsoft SharePoint 2013
Administration Inside Out
Randy Williams
CA Callahan
Chris Givens
John Milan Gross
Brian Alderman
Javier Barrera
Published with the authorization of Microsoft Corporation by:
O’Reilly Media, Inc.
1005 Gravenstein Highway North
Sebastopol, California 95472
Copyright © 2014 by Randy Williams, CA Callahan, Chris Givens, John Milan Gross, Brian Alderman, Javier
Barrera
All rights reserved. No part of the contents of this book may be reproduced or transmitted in any form or
by any means without the written permission of the publisher.
ISBN: 978-0-7356-7539-1
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To the entire SharePoint Community—a community unlike
any other. We are grateful for your support and hope this book
serves as a small token of our appreciation.
—All Authors
To Linda Czech, for your continuous love, support, and
encouragement. You truly are an amazing woman.
—Brian Alderman
I’d like to dedicate my portion of the book to Charles, whose
patience is boundless.
—CA Callahan

Contents at a glance
Chapter 1 Chapter 13
What’s new in SharePoint 2013 . . . . . . . . . . . . . . 1 Configuring Business Connectivity
Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .457
Chapter 2
Planning and preparing for SharePoint Chapter 14
2013 installation . . . . . . . . . . . . . . . . . . . . . . . . . .39 Configuring records management and
eDiscovery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 489
Chapter 3
Upgrading to SharePoint 2013 . . . . . . . . . . . . .59 Chapter 15
Understanding and managing
Chapter 4
SharePoint 2013 apps . . . . . . . . . . . . . . . . . . . .531
Installing SharePoint 2013 . . . . . . . . . . . . . . . .113
Chapter 16
Chapter 5
Managing farm and sandboxed solutions . . . 569
Managing farms, web applications,
and content databases . . . . . . . . . . . . . . . . . . .143 Chapter 17
Installing and configuring business
Chapter 6
intelligence components . . . . . . . . . . . . . . . . .593
Creating and managing service
applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . .173 Chapter 18
Monitoring and troubleshooting
Chapter 7
SharePoint 2013 . . . . . . . . . . . . . . . . . . . . . . . . .655
Creating and managing site collections . . . . .211
Chapter 19
Chapter 8
Understanding and configuring security . . . .693
Creating and configuring Search
service applications . . . . . . . . . . . . . . . . . . . . . .243 Chapter 20
Scaling and optimizing farms . . . . . . . . . . . . .731
Chapter 9
Customizing search results and the Chapter 21
Search Center site . . . . . . . . . . . . . . . . . . . . . . . 305 Installing and configuring Office Web
Apps 2013 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 775
Chapter 10
Configuring Metadata Management Chapter 22
Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .359 Understanding SharePoint Online,
Azure, and hybrid scenarios . . . . . . . . . . . . . . .813
Chapter 11
Configuring User Profile Services . . . . . . . . . .393 Chapter 23
Performing content and disaster recovery . .835
Chapter 12
Understanding and configuring social
capabilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 429
v

Table of contents
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xxi
Chapter 1: What’s new in SharePoint 2013 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
The end user....................................................................1
The user interface..........................................................2
SkyDrive Pro ..............................................................5
Metadata navigation.......................................................6
eDiscovery................................................................7
Site mailboxes.............................................................8
Social features.............................................................9
Workflow.................................................................9
New site templates....................................................... 10
Apps ................................................................... 12
Service applications...................................................... 12
Information Rights Management .......................................... 13
Access Services 2013 ..................................................... 14
Visio Services............................................................ 15
Business Connectivity Services............................................. 16
Business intelligence ..................................................... 17
Publishing .............................................................. 17
Mobility ................................................................ 19
The developer ................................................................ 22
The App Model.......................................................... 22
REST ................................................................... 24
CSOM.................................................................. 25
The IT professional ............................................................ 26
Office Web Apps ........................................................ 26
Web analytics ........................................................... 26
User license enforcement................................................. 27
User Profile service application changes .................................... 27
Application layer......................................................... 28
Search.................................................................. 30
Content databases....................................................... 30
Authentication .......................................................... 34
Workflow............................................................... 36
Summary..................................................................... 36
vii
viii Table of Contents
Chapter 2: Planning and preparing for SharePoint 2013 installation . . . . . . . . . . . 39
Planning for the installation of SharePoint 2013................................... 39
SharePoint farm types.................................................... 39
Physical architecture ..................................................... 41
SharePoint server roles and components ................................... 43
SharePoint 2013 editions ................................................. 45
SQL Server configuration for SharePoint 2013 .................................... 46
Understanding SQL Server and SharePoint integration ....................... 46
Preparing and installing SQL Server for SharePoint 2013...................... 49
SharePoint 2013 pre-installation preparation ..................................... 51
SharePoint 2013 installation required accounts.............................. 51
Hardware requirements .................................................. 53
SharePoint 2013 software requirements .................................... 53
Installing the SharePoint 2013 prerequisites................................. 57
Summary..................................................................... 58
Chapter 3: Upgrading to SharePoint 2013 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Upgrade path................................................................. 59
Services that can be migrated . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Services that can’t be upgraded ........................................... 60
New or improved SharePoint 2013 migration tools........................... 62
Preparing for the migration from SharePoint 2010 to SharePoint 2013............... 63
The eight steps to migrate to SharePoint 2013.................................... 71
Step one: preparing for installation ........................................ 71
Step two: copy customizations over to the server ............................ 71
Step three: run configuration and configure farm settings .................... 72
Step four: move your databases to the new SQL Server....................... 72
Step five: migrate the service applications ...................................74
Step six: create new web applications ...................................... 86
Step seven: test and attach content databases............................... 90
Step eight: upgrade site collections ........................................ 94
Summary.................................................................... 111
Chapter 4: Installing SharePoint 2013 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
Installation fundamentals ..................................................... 113
Hardware requirements ................................................. 113
Software requirements .................................................. 114
Service and installation accounts ......................................... 114
Installing SharePoint 2013..................................................... 115
Installing prerequisites manually.......................................... 117
Installing SharePoint 2013 by using setup.exe .............................. 123
Configuring SharePoint 2013 by using Psconfig.exe . . . . . . . . . . . . . . . . . . . . . . . . . 126
Using AutoSPInstaller.................................................... 134
Summary.................................................................... 142