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n o i t i d E E r T o A C t I L c P U u D T r O t N s O ® ® Microsoft SharePoint Foundation 2010 - D n Level 2 I ® ® Microsoft SharePoint n Foundation 2010 - Level 2 o i t i d E E r T o A C t I L c P U u D T r O t N s O D n I ® ® Microsoft SharePoint Foundation 2010 - Level 2 n PartNumber:3591IGEE o CourseEdition:1.0 A CKNOWLEDGMENTS i Project Team t ContentDeveloper:SriramKasturiandAnushaS•ContentManager:GeorginaEvangeline•GraphicDesigner:SanjayKM, VenkateshwaruluJedeandSathyaPriya•ProjectManager:SathyaPriya•MiediaInstructionalDesigner:SriramKasturiand AnushaS•ContentEditor:DorothyPrabhu•MaterialsEditor:NagendranN•BusinessMatterExpert:•TechnicalReviewer: d •ProjectTechnicalSupport:MikeToscano NOTICES E DISCLAIMER:WhileElementKCorporationtakescaretoensuretheaccuracyandqualityofthesematerials,wecannotguaranteetheiraccuracy,andallmaterialsareprovidedwithoutanywarranty whatsoever,including,butnotlimitedto,theimpliedwarrantiesofmerchantabilityorfitnessforaparticularpurpose.Thenameusedinthedatafilesforthiscourseisthatofafictitiouscompany.Any resemblancetocurrentorfuturecompaniesispurelycoincidental.Wedonotbelievew ehaveusedanyone’snameincreatingthiscourse,butifwehave,pleasenotifyusandwewillchangethenamein thenextrevisionofthecourse.ElementKisanindependentproviderofintegratedtrainingsolutionsforindividuals,businesses,educationalinstitutions,andgovernmentagencies.Useofscreenshots, photographsofanotherentity’sproducts,oranotherentity’sproductnameorserviceinthisbookisforeditorialpurposesonly.NosuchuseshouldbeconstrEuedtoimplysponsorshiporendorsementof thebookby,noranyaffiliationofsuchentitywithElementK.ThiscoursewaremraycontainlinkstositesontheInternetthatareownedandoperatedbythirdparties(the″ExternalSites″).ElementKis notresponsiblefortheavailabilityof,orthecontentlocatedonorthrough,anyExternalSite.PleasecontactElementKifyouhaveanyconcernsregardingsuchlinksorExternalSites. T TRADEMARKNOTICES:ElementKandtheElementKlogoaretradeomarksofElementKCorporationanditsaffiliates. A MicrosoftSharePointFoundation2010isaregisteredtrademarkofMicrosoftCorporationintheU.S.andothercountries;theMicrosoftproductsandservicesdiscussedordescribedmaybetrademarks ofMicrosoft.Allotherproductnamesandservicesusedthroughoutthiscoursemaybecommonlaworregisteredtrademarksoftheirrespectiveproprietors. C Microsoft®OfficeProfessionalPlusisaregisteredtrademarkofMicrosoft®CorporationintheU.S.andothercountries;theMicrosoft®Corporationproductsandservicesdiscussedordescribedmaybe trademarksofMicrosoft®Corporation.AllotherproducttnamesandservicesusedthroughoutthiscoursemaybecommonlaworreIgisteredtrademarksoftheirrespectiveproprietors. L SharePoint®DesignerisaregisteredtrademarkofMicrosoftCorporationintheU.S.andothercountries;theMicrosoftproductsandservicesdiscussedordescribedmaybetrademarksofMicrosoft.All otherproductnamesandservicesusedthroughocutthiscoursemaybecommonlaworregisteredtrademarksoftheirrespectiveproprietors. P Microsoft®SQLServer™2008isaregisteredtrademarkofMicrosoft®CorporationintheU.S.andothercountries;theSQLServer2008productsandservicesdiscussedordescribedmaybetrademarks ofMicrosoft®Corporation.AllotherproductnamesandservicesusedthroughoutthiscoursemaybecommonlaworUregisteredtrademarksoftheirrespectiveproprietors. Copyright©2010©2010ElementuKCorporation.Allrightsreserved.Screenshotsusedforillustrativepurposesarethepropertyofthesoftwareproprietor.Thispublication,oranypartthereof,maynot D bereproducedortransmittedinanyformorbyanymeans,electronicormechanical,includingphotocopying,recording,storageinaninformationretrievalsystem,orotherwise,withoutexpresswritten permissionofElementK,500CanalViewBoulevard,Rochester,NY14623,(585)240-7500,(800)478-7788.ElementKCourseware’sWorldWideWebsiteislocatedat www.elementkcourseware.com. T Thisbookconveysnorightsinthesoftwareorotherproductsaboutwhichitwaswritten;alluseorlicensingofsuchsoftwareorotherproductsistheresponsibilityoftheuseraccordingtotermsand conditionsoftheownerr.Donotmakeillegalcopiesofbooksorsoftware.Ifyoubelievethatthisbook,relatedmaterials,oranyotherElementKmaterialsarebeingreproducedortransmittedwithout O permission,pleasecall(800)478-7788. t N s O D n I ii Microsoft®SharePoint®Foundation2010-Level2 C ONTENTS ® ® M S P F ICROSOFT HARE OINT OUNDATION 2010 - L 2 EVEL n o i L 1-B S C ESSON RANDINGA ITE OLLECTION t A.DescribetheSharePointSiteHierarchy............................. 2 i TheSharePointSiteHierarchy................................... 2 d SiteCollections............................................... 3 SharePointSiteAdministrationLevels ............................ 4 E B.CreateaCustomLookandFeelforaSiteCollection ................. 7 SharePointMasterPages ...................................... 7 SiteTemplates................................................ 8 E r SiteTemplatesvs.MasterPages.................................T8 o TheSolutionGalleryPage....................................A.. 8 PlanningSiteNavigation...................................C.... 8 C.CreateaCustomSiteLayout ...t...........................I....... 19 L c SharePointWebParts................................P.......... 20 TheNewWebPartPage ...........................U............ 20 u WebPartCategories............................D.............. 20 TheWebPartGalleryPage.................... ................. 21 T r TheGallerySettingsPage..................O.................... 21 WebPartProtperties.....................N...................... 22 WebPartsViews...................... ......................... 23 O WebPartConnections ........................................ 24 D n L 2-M L ESSON ANAGING ISTS A.PIerformCalculationsonListData ................................. 36 Formulas .................................................... 36 FormulaCategories........................................... 36 Functions.................................................... 37 Contents iii C ONTENTS B.CreateCustomLists ............................................. 41 CustomLists ................................................. 41 n CustomColumnOptions....................................... 41 ListCreationOptions .......................................... 42 C.CustomizeListSettings ...........................o............... 45 ListColumns ................................................. 45 SiteColumns.............................i.................... 45 t ColumnOrdering............................................. 46 ListSettings .........................i......................... 46 TheConnectandExportGroup......d........................... 47 IncomingE-MailSettings....................................... 47 E L 3-M L ESSON ANAGING IBRARIES A.PerformAdvancedOperatio nsonaLibrary......................... 68 E TheAdvancedSettingsrPage................................... 68 T TheValidationSettingsPage ................................... 69 o A B.CreateaLibraryTemplate........................................ 75 C DocumentTemplates ......................................... 75 t I L TheSaveasTemplatePage .................................... 75 c P LibrarySettings ............................................... 76 U InformationRightsManagement................................ 76 u D L 4-M F L T ESSON ANAGING ORM IBRARIES r O A.CreateaFormLibrary ........................................... 82 t N Forms....................................................... 82 s MicrosoftOfficeInfoPathO2010 .................................. 83 TheRibbon ........D.......................................... 83 n FormLibraries ................................................ 84 I iv Microsoft®SharePoint®Foundation2010-Level2 C ONTENTS B.CustomizeaFormTemplateUsingInfoPath ......................... 95 FormTemplates .............................................. 95 n TypesofFormTemplates....................................... 96 TemplateParts ............................................... 97 InfoPathFormModes ........................................o. 97 FormLayout ................................................. 97 FormControls..........................................i...... 98 t ControlCategories ........................................... 98 DataSources .....................................i........... 99 Views..........................................d............. 99 LESSON5-MANAGINGCONTENTSTRUCTURES E A.CreateaContentType .......................................... 110 ContentTypes ........................ ....................... 110 E TheSiteContentTypesPage .........r.......................... 111 T Metadata................................................... 111 o A ContentTypevs.Metadata .................................... 112 C DefaultContentTypes ........................................ 112 t I L PlanningContentTypes ....................................... 113 c P B.ApplyContentTypes ............................................ 121 U u D L 6-M W ESSON ANAGING ORKFLOWS T A.AddaDefaultWorkrflow.......................................... 128 O Workflows ................................................... 128 t N PredefinedWorkflows ......................................... 129 s CreatinganEfficientWorkflow .........O......................... 130 TheApprovalStatusOption ........D............................ 131 n WorkflowSettings............................................. 131 TheWorkflowTaskList.......................................... 131 I TheWorkflowHistoryList........................................ 132 Contents v C ONTENTS B.CreateaCustomWorkflow....................................... 145 TypesofCustomWorkflows..................................... 145 n ChoosingaWorkflowAuthoringTool............................. 145 MicrosoftSharePointDesigner2010.............................. 146 TheSharePointDesignerEnvironment.............o............... 147 TheCustomTaskWizard ....................................... 147 TheWorkflowTab .........................i.................... 148 t TheSelectUsersDialogBox..................................... 148 WorkflowComponents ...............i......................... 149 TheDefineE-mailMessageDialogBoxd........................... 150 LESSON7-WORKINGWITHINDEXINGEANDSEARCHING A.IndexContent ................................................. 164 Indexing ............... ..................................... 164 E IndexingPurposes ....r........................................ 164 T IndexCategories............................................. 165 o A B.EnableSearchOptions .......................................... 168 C TheSearchandOfflineAvailabilityPage.......................... 168 t I L SearchPerformance.......................................... 169 c P U L 8-W O U S P W 2010 ESSON ORKING FFLINE SING HARE OINT ORKSPACE u D A.SynchronizeaSharePointSiteontheLocalComputer ................ 174 T rTheSynctoSharePointWorkspaceOption........................ 174 O MicrosoftSharePointWorkspace2010 ........................... 175 t N ThePropertiesDialogBox ...................................... 175 s ThePauseWorkspaceOOption .................................. 176 TheSendAccounttoDAnotherComputerOption .................. 176 n TheSyncTab................................................. 176 B.PerformOfflineOperationsonaSharePointSite...................... 181 I TheWorkOfflineOption........................................ 181 NewGroupOptions........................................... 181 EditOptions.................................................. 181 TheManageAlertsOption ..................................... 182 vi Microsoft®SharePoint®Foundation2010-Level2 C ONTENTS L 9-M S P A U C ESSON ANAGING HARE OINT PPLICATIONS SING ENTRAL A DMINISTRATION n A.CreateaSiteCollection ......................................... 190 ConsiderationsforPlanningaSiteCollection...................... 190 o CriticalFactorsforCreatingaSiteCollection...................... 192 TheCentralAdministrationSite.................................. 192 i TheApplicationManagementPage ............................ 193 t TheConfigureSelf-ServiceSiteCreationLink ...................... 194 i TheSiteFeaturesPage ........................................ 195 d TheSiteUseConfirmationandDeletionFeature ................... 195 TheResettoSiteDefinitionFeature .............................. 195 E B.AdministeraSiteCollection ...................................... 201 DefaultAdministratorTasks..................................... 201 ConsiderationsforSiteCollectionManagement................... 202 E r C.AdministeraWebApplication.................................... 207 T Paths ..........................o............................. 207 A TypesofPaths................................................ 207 C TheDefineManagedPathsDiatlogBox....................I....... 208 L TheWebApplicationGeneralSettingsDialogBox ................. 208 c P TheResourceThrottlingDialogBox .............................. 209 U WebApplicationOutguoingE-MailSettings........................ 210 D MobileAccountSettings....................................... 210 T TheConfigureSerndToConnectionsPage........................ 210 O WorkflowSettings............................................. 211 t N TheCrossFirewallAccessZone.................................. 211 s O AlternateAccessMappings.................................... 211 D TheConfigureIncomingE-MailSettingsPage ..................... 212 n I Contents vii C ONTENTS L 10-M U A ESSON ANAGING SER CCESS A.ManagePermissions............................................ 224 n InheritedPermissions.......................................... 224 UniquePermissions............................................ 224 o CustomGroupPermissionLevels................................ 225 PlanningSitePermissions....................................... 225 i TheGroupSettingsOption ..................................... 225 t TheSetUpGroupsforThisSitePage.............................. 226 i TheGrantPermissionsOption................................... 226 d TheCreateGroupOption...................................... 226 TheManagePermissionsOption ................................ 227 E UserManagementOptions .................................... 227 TheConfigurePasswordChangeSettingsOption.................. 228 UserPolicy................................................... 228 E r AnonymousPolicy............................................ 228 T B.DescribeAuthenticatioonModes .................................. 243 A Authentication.............................C.................. 243 AuthenticatiotnTypes ....................I..................... 243 L PluggablecAuthentication ..................................... 244 P EditAuthenticationOptions.................................... 245 U IdentiutyManagementSystems ................................. 245 D T L 11-M S S ESSONrANAGING ITE ECURITY O A.SetWebPartSecurity............................................ 250 t N WebPartSecurityOptions...................................... 250 s O B.SetAntivirusOptions ............................................ 254 D n AntivirusOptions.............................................. 254 C.ManageBlockedFileTypes...................................... 257 BlockedFileTypes ............................................ 257 I viii Microsoft®SharePoint®Foundation2010-Level2 C ONTENTS L 12-M S U ESSON ANAGING ITE SAGE A.SetSiteCollectionQuotasandLocks .............................. 264 n StorageQuotas .............................................. 264 StorageSpaceAllocation ..................................... 265 o QuotaTemplates............................................. 266 SiteLocks.................................................... 266 i B.MonitorSiteUsage.............................................. 274 t TheUsageReports-SummaryPage ............................. 274 i StorageSpaceAllocationOptions .............................. 274 d TheUsageReportsPage....................................... 275 LogFiles..................................................... 275 E UsageDataCollectionSettings................................. 275 TheViewHealthReportsLink ................................... 276 E L 13-M S M r ESSON ANAGING ITE AINTENANCE T A.RecoverLostInformation ...........o...........................A.. 284 TheSecondStageRecycleBin..............................C.... 284 B.PerformaGranularBackup ....t...........................I....... 288 L Backup ................c..................................... 288 P ConsiderationsforPlanningBackupandRecovery ....U............ 288 ConsiderationsforBusuinessContinuityManagement.D.............. 289 GranularBackup ............................ ................. 290 T TheExportaSiterorListLink ..................................... 290 O TheGranularBackupJobStatusPage ........................... 291 t N SiteCollectionBackup ........................................ 292 s O C.RestoreaGranularBackup ...................................... 296 D TheCnommandLineInterface .................................. 296 Code....................................................... 296 WindowsPowerShell .......................................... 296 I BasicPowerShellCommands................................... 296 Contents ix