Pro SharePoint 2013 Administration

655 Pages·2013·23.95 MB·English

by  Rob Garrett (auth.)

Pro SharePoint 2013
Administration
Rob Garrett
Apress
Pro SharePoint 2013 Administration
Copyright © 2013 by Rob Garrett
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I dedicate this manuscript to my wife, Jessica. Without her support and encouragement
for writing, this book would never have become a reality.
Contents at a Glance
Foreword ...........................................................................................................................xix
About the Author ...............................................................................................................xxi
About the Technical Reviewer .........................................................................................xxiii
Acknowledgments ............................................................................................................xxv
Introduction ....................................................................................................................xxvii
(cid:78) Chapter 1: SharePoint 2013 Overview and New Features .................................................1
(cid:78) Chapter 2: New Installation and Configuration................................................................21
(cid:78) Chapter 3: Working with PowerShell ...............................................................................59
(cid:78) Chapter 4: Upgrading from SharePoint 2010 ...................................................................75
(cid:78) Chapter 5: Health Monitoring and Disaster Recovery ...................................................105
(cid:78) Chapter 6: Users, Profiles, and Social Networking ........................................................151
(cid:78) Chapter 7: Security and Policy ......................................................................................203
(cid:78) Chapter 8: Claims-Based and Federated Authentication ...............................................235
(cid:78) Chapter 9: Content Model and Managed Metadata .......................................................279
(cid:78) Chapter 10: Publishing and Web Content Management ................................................317
(cid:78) Chapter 11: Documents and Records Management ......................................................371
(cid:78) Chapter 12: Business Intelligence .................................................................................427
(cid:78) Chapter 13: Business Connectivity Services .................................................................463
v
(cid:78) CONTENTS AT A GLANCE
(cid:78) Chapter 14: Microsoft Office Integration and Office Web Applications ...........................501
(cid:78) Chapter 15: SharePoint Search ......................................................................................551
(cid:78) Chapter 16: SharePoint Designer and Branding ............................................................603
Index .................................................................................................................................631
vi
Contents
Foreword ...........................................................................................................................xix
About the Author ...............................................................................................................xxi
About the Technical Reviewer .........................................................................................xxiii
Acknowledgments ............................................................................................................xxv
Introduction ....................................................................................................................xxvii
(cid:78) Chapter 1: SharePoint 2013 Overview and New Features .................................................1
No More Doughnut ........................................................................................................................1
Foundation and Server ..................................................................................................................2
Licensing ...............................................................................................................................................................3
System Requirements ...................................................................................................................5
Hardware Requirements ........................................................................................................................................5
Software Requirements .........................................................................................................................................6
Development or Production? .........................................................................................................7
User Interface and User Experience Changes ...............................................................................7
Architectural Changes ...................................................................................................................8
Database Enhancements .......................................................................................................................................9
Shredded Storage ..................................................................................................................................................9
Request Management..........................................................................................................................................10
New Workflow Framework ..................................................................................................................................10
Separation of Office Web Applications .................................................................................................................11
Distributed Cache ................................................................................................................................................12
vii
(cid:78) CONTENTS
Service Application Changes .......................................................................................................14
Service Application Architecture Overview ..........................................................................................................14
New Service Applications ....................................................................................................................................15
Depreciated and Changed Service Applications ..................................................................................................18
Security Changes ........................................................................................................................19
Summary .....................................................................................................................................20
(cid:78) Chapter 2: New Installation and Configuration................................................................21
SharePoint 2013 Prerequisites ....................................................................................................21
Choosing the Installation Type .....................................................................................................24
Stand-Alone Installation ......................................................................................................................................24
Server Farm Installation ......................................................................................................................................25
SharePoint Products Configuration Wizard..................................................................................27
Managed Accounts ......................................................................................................................33
Configuring Your SharePoint Farm ..............................................................................................35
Configure Outgoing E-Mail...................................................................................................................................38
Welcome to the Central Administration Web Site ........................................................................39
Application Management .....................................................................................................................................40
System Settings...................................................................................................................................................42
Monitoring ...........................................................................................................................................................42
Backup and Restore ............................................................................................................................................43
Security ...............................................................................................................................................................44
Upgrade and Migration ........................................................................................................................................45
General Application Settings................................................................................................................................46
Apps .....................................................................................................................................................................47
Other Noteworthy Areas of Central Administration ..............................................................................................48
Creating Your First Web Application ............................................................................................49
Administering Your Web Application ............................................................................................51
Creating a Site Collection ............................................................................................................53
viii
(cid:78) CONTENTS
Alternate Access Mappings .........................................................................................................54
Scenario 1: Extended Publishing Site ..................................................................................................................55
Scenario 2: Reverse Proxy and Load-Balanced Web Application.........................................................................56
Mapping to an External Resource ........................................................................................................................57
Summary .....................................................................................................................................58
(cid:78) Chapter 3: Working with PowerShell ...............................................................................59
What About STSADM? .................................................................................................................59
PowerShell Basics .......................................................................................................................60
Loading the SharePoint Cmdlets .........................................................................................................................60
PowerShell Syntax ...............................................................................................................................................61
Exploring SharePoint Cmdlets .............................................................................................................................62
Getting Help .........................................................................................................................................................63
Aliases .................................................................................................................................................................64
Pipelines ..............................................................................................................................................................65
PowerShell and SharePoint .........................................................................................................66
Administration Permissions .................................................................................................................................66
Content Databases ..............................................................................................................................................67
Web Applications .................................................................................................................................................68
Site Collections (SPSite) ......................................................................................................................................69
Sites (SPWeb) ......................................................................................................................................................70
Memory and Disposal ..........................................................................................................................................72
Summary .....................................................................................................................................73
(cid:78) Chapter 4: Upgrading from SharePoint 2010 ...................................................................75
Planning ......................................................................................................................................75
What Is New? .......................................................................................................................................................75
Database Attach Process .....................................................................................................................................77
Minimizing Downtime ..........................................................................................................................................78
Pre-Upgrade Maintenance ...................................................................................................................................78
Managing Customizations ...................................................................................................................................79
ix
(cid:78) CONTENTS
Upgrade .......................................................................................................................................83
Copying Legacy Databases ..................................................................................................................................84
Attach Service Applications .................................................................................................................................88
Attach Content Databases ...................................................................................................................................95
Upgrading Site Collections ..................................................................................................................................98
Summary ...................................................................................................................................103
(cid:78) Chapter 5: Health Monitoring and Disaster Recovery ...................................................105
Planning for Disaster Recovery .................................................................................................105
Load-Balanced Service ......................................................................................................................................106
SQL Server Failover Clustering ..........................................................................................................................106
SQL Server Database Mirroring .........................................................................................................................107
SharePoint Farm Design ............................................................................................................108
Maintaining Content Integrity ....................................................................................................111
The Recycle Bin .................................................................................................................................................112
Versioning ..........................................................................................................................................................115
Backup and Restore ..................................................................................................................117
Site Collection Backups .....................................................................................................................................117
Export and Import ..............................................................................................................................................120
Unattached Content Database Data Recovery ...................................................................................................122
Farm Backup and Restore .................................................................................................................................125
SharePoint 2013 Request Management ....................................................................................132
The Request Management Process ...................................................................................................................133
Request Management Administration ...............................................................................................................134
Health and Monitoring ...............................................................................................................136
Logging ..............................................................................................................................................................137
Correlation IDs ...................................................................................................................................................139
The Logging Database .......................................................................................................................................140
Analytics ............................................................................................................................................................142
The Health Analyzer ...........................................................................................................................................143
Timer Jobs .........................................................................................................................................................146
The Developer Dashboard .................................................................................................................................148
Summary ...................................................................................................................................150
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