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Index
Cover Title Copyright Dedication Contents at a Glance Contents About the Authors About the Technical Reviewer Acknowledgments CHAPTER 1: Workflows
Out of the Box Workflows Customizing Out of the Box Workflows Writing Workflows with SharePoint Designer Writing Workflows with Visual Studio Summary
CHAPTER 2: Bridging the Office-SharePoint Gap
Visio Services
Basics Advanced Configuration Settings for the Visio Web Access Web Part The Repository SharePoint Workflows in Visio Data Linkage Business Scenarios Enabled by Visio Services
Word Services Access Services Summary References and Links
CHAPTER 3: Leveraging Content Types
The Importance of Content Types and Metadata
Out of the Box Content Types Showing the Content Types of a List or Library Viewing Content Types in the Site Content Types Gallery What vs. where Inheritance
Creating Custom Content Types Columns Need a Purpose The Platform vs. the Solution The Role of the Content Type Hub The Role of Managed Metadata
Enterprise Keywords Managed Terms The End Goal: Finding Content Using Metadata
Visualizing the Complexity of Content Types
The Model: Layers Illustrating the Model
Summary: Designing for Complexity and Growth
CHAPTER 4: Automating Document Assembly
Real-World Examples Solution Overview Solution Walkthrough
Setting up the SharePoint Site and Document ID Service Preparing the Document Template Creating the Visual Studio Tools for Office Solution The Document Actions Pane Extending Backstage Deploying the Proposal Template Tool Using SPMetal The Proposal Document Event Handler The Résumé Tasks Event Handler Incorporating Word Automation Services
Important Lessons Extension Points Further Reading
CHAPTER 5: Practical Document Management with SharePoint 2010
Why Use SharePoint for Document Management? Is SharePoint OOB a Complete DM Solution? Document Management Needs for Organizations A DM Project: Selling to Implementation to Support
Selling Support
Critical Architectural Choices
Physical Topology Single Instance vs. Multi-Instance Topology Options Large Farms Information/Storage Architecture Requirements Gathering Implementation Launch, Training, Support
CHAPTER 6: Forms Services and InfoPath
Internals of InfoPath Forms
InfoPath Form Template InfoPath Form Data
Designing Browser-Enabled Form Templates
Defining the Data Structure Designing the Form Templates Adding Rules and Validation Accessing External Data Forms Security Enabling Browser Support
Deploying InfoPath Forms to SharePoint
Using InfoPath Forms in SharePoint Publishing and Deploying Using the InfoPath Wizard Embedding Forms into SharePoint Features Deploying Forms Using Command-Line Utilities Deploying Forms with Code
Programming InfoPath Forms
Attaching Managed Code InfoPath Object Model
InfoPath Forms Services
Preparing InfoPath Forms Services Support Configuring Libraries Managing Form Templates Displaying Forms in the InfoPath Form Web Part Customizing the Browser View Using XmlFormView Integrating InfoPath Forms with the Environment
Summary
CHAPTER 7: The SharePoint 2010 Client Object Model
How It Works ECMAScript Using Client Object Model
Creating an Add Form Explanation of the Add Code Creating an Edit Form Explanation of the Edit Code Delete Functionality in the Edit Form Explanation of the Delete Code Why executeQueryAsync()?
Summary
CHAPTER 8: Extending SharePoint Using Event Receivers
Common Business Scenarios for Event Receivers When Not to Use Event Receivers Event Receivers Architecture Synchronous and Asynchronous Events Developing Custom Event Receivers Deploying/Registering Event Receivers
Registering Event Receivers: Declarative Approach Registering Event Receivers: The Code-Based Approach
Summary
CHAPTER 9: Touch Points–Integrating SharePoint 2010 and ASP.NET
Integration Factors Example Business Scenarios
Corporate Internet and Service Portals Existing ASP.NET Product New Blended Solution Expanding Your Corporate Portal Talking to SharePoint
Organizational Factors
Organizational Examples SharePoint-Centric Organizations
Touch Points Low Touch Point
Pros Cons
Branding SharePoint Solutions
Branding Possibilities, Features, and Tools SharePoint Server 2010 Publishing Features Working With a Brand Branding the ASP.NET Application Branding in SharePoint Designer Example Deploying Branded Solutions
Publishing Layouts Customizing SharePoint 2010 Navigation
Customizing Navigation Through the User Interface Adding Links Through the Object Model Navigation Custom Data Sources
Summary
CHAPTER 10: Client-Side Programming
Understanding Client- vs. Server-Side Programming Working with the SharePoint Client Object Model
.NET Framework Client Object Model Silverlight Client Object Model ECMAScript Client Object Model SharePoint Object Model Comparison
Using Best Practices
User Experience Performance and Scalability Client-Side Anti-Patterns
Creating a Client-Side Script
Creating a Test Environment Reading and Writing Object Properties Querying Lists and Libraries with CAML
Summary
CHAPTER 11: SharePoint and Windows Phone 7 Development
Introduction
Windows Phone and SharePoint
Development Environment
Developing on Windows 7 with SharePoint Developing on Microsoft Hyper-V
Security
Windows Authentication Forms Based Authentication Anonymous Access Unified Access Gateway
Data Access
Web Services Client Side Object Model (CSOM) REST/ODATA RSS Custom SharePoint Applications
Accessing your SharePoint Data
Working with List Data Call User Profile Web Service Retrieve the User Profile Properties for a Specific User
Summary
CHAPTER 12: SharePoint Solution Deployment
Observations from the Field Example Overview Feature Best Practices
Using Features Feature Receivers Feature Activation Dependencies Feature Stapling
SharePoint Solution Best Practices
Provisioning with PowerShell Activation Dependencies The Right Number of SharePoint Solutions
Upgrading Features and Solutions
Getting Ready for the Walkthrough Version 1.1 Changes Solution Updating Feature Upgrading Upgrading with PSCONFIG.EXE
Summary
CHAPTER 13: Business Intelligence
Overview New Additions to Business Intelligence in SharePoint 2010 Optimizing Your Business Intelligence Resources
Architecture Planning Data Storage Optimizations Best Practices
Web Parts
Filtering Lists Chart Types Charting from Different Data Sources Suggested Best Practices
Excel Services
New Features Reducing the Workload from the SharePoint Server and Document Libraries Suggested Best Practices
PerformancePoint Services
Planning Suggested Best Practices
Reporting Services
Assessing Which Type of Installation is Best for You Report Building Tools Suggested Best Practices
Summary Next Steps Bibliography and Links
CHAPTER 14: Business Connectivity Services
BCS Architecture
Presentation Core Components Content Sources
Business Connectivity Services Deployment Types
Functionality for Normal Users “Out-of-the-Box” Functionality for Advanced Users and Administrators Code-Based Solutions Set the Title Field in the External Content Type Creating a Profile Page to Display BCS Results Configure Indexing Performing a Search
Creating a .NET Connector in Visual Studio 2010
Creating a Sample Flat File Data Source Creating a .NET Assembly Connector Project in Visual Studio 2010 Creating an Entity (External Content Type) Creating an Entity Service Class BDC Modeling Tools Defining the BDC Model Deployment
The Secure Store Service
Configuring the Secure Store Service Creating a Secure Store Service Application for Impersonating Setting the Application Impersonation Credentials Setting Permissions
Creating Security Trimmed CRUD Operations on a SQL Database Using Visual Studio 2010
Connecting Model to Data Source Mapping BDC Model to Data Source Adding Code-Behind to Access External Data Source
Adding Security Trimming to .NET Connectors Summary
CHAPTER 15: Designing Mashups with Excel and Visio
Visio Mashups
Creating Data Driven Shapes Visio Services JavaScript Mashup API
Excel Driven Dashboards
JavaScript Object Model (JSOM) for Excel REST API
Putting it all Together—Help Desk Mashup
Excel Data Source List Data Source Visio Dashboard The Glue: JavaScript
Conclusion
CHAPTER 16: Tips, Tricks, and Traps
PowerPivot Annoyances
Disabled PowerPivot Add-In Calculated Column Missing
User Experience for PowerPivot Solutions
Connect Slicers Visually Lose the Grid
Tuning PowerPivot Performance
Slicers: Less Is More PowerPivot and SSAS Interaction
Summary
CHAPTER 17: PerformancePoint Services
What Will You Learn in This Chapter? Software Prerequisites Introduction PerformancePoint Services Architecture
Service Components and Interfaces Securing PerformancePoint Solutions Business Intelligence Solution Components
Setting Up PerformancePoint Services
Application Settings Trusted Data Source Locations Trusted Content Locations Import PerformancePoint Server 2007 Content
Managing PerformancePoint with PowerShell Authoring and Publishing PerformancePoint Solutions
Deploying the Business Intelligence Center Creating a Dashboard Designer Workspace Creating a Data Source Creating Key Performance Indicators Creating a Scorecard Creating Filters Creating Reports Creating a Dashboard Deploying the Solution to SharePoint, and Exploring
Advanced Report Types
Create an Excel Services Report Create a Strategy Map Report
Summary
CHAPTER 18: Public-Facing SharePoint Sites
What to Expect From This Chapter Getting Started
Why SharePoint? Leveraging Existing Infrastructure Acknowledging Existing Skill Sets
Content is King
Workflows Content Types and Metadata Reusable Content
Maintaining an Image
Style Guide Ideas Driving Content Rules Through Page Layouts
Attracting Attention from the World Wide Web Helping Your Users Find Their Content
Customizing the Search Experience Navigation Options for SharePoint Sites
What to Tell the Developers
What to Look for in a Developer Separating Content From Development Considerations for what Needs Change Control Playing Nice in the Sandbox What about SharePoint Designer?
The Accessibility Argument Summary
CHAPTER 19: Claims-Based Authentication in SharePoint 2010
Understanding Claims in SharePoint 2010 Deciding When to Use SAML Token-Based Authentication Implementing SAML Token-Authentication in SharePoint 2010 Before You Attempt to Install AD FS Certificates Required for Operating an AD FS Server Understanding Token-Signing Certificates Understanding Service Communication Certificates Installing Active Directory Federation Services 2.0 Configuring Your Federation Server Adding a Token-signing Certificate Understanding Identity Providers (AD FS Account Partners) Adding a Claims Provider Trust Manually Understanding Claims Rules in AD FS Configuring AD FS Relying Party Configuring SharePoint 2010 for Claims Authentication Adding the Token-Signing Certificate to SharePoint Adding a Trusted Identity Provider to SharePoint Enabling Claims in Your SharePoint Web Application Validating Your Claims are Working Chapter Summary
Index
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