Microsoft Sharepoint 2013 Inside Out
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Microsoft SharePoint 2013 Inside Out Darvish Shadravan Penelope Coventry Thomas Resing Christina Wheeler Copyright © 2013 Darvish Shadravan, PPP Consulting Ltd., Thomas Resing, Christina Wheeler 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: 978-0-7356-6699-3 Third Printing: March 2015 Printed and bound in the United States of America. Microsoft Press books are available through booksellers and distributors worldwide. If you need support related to this book, email Microsoft Press Book Support at [email protected]. Please tell us what you think of this book at http://www.microsoft.com/learning/booksurvey. Microsoft and the trademarks listed at http://www.microsoft.com/about/legal/en/us/ IntellectualProperty/Trademarks/EN-US.aspx are trademarks of the Microsoft group of companies. All other marks are property of their respective owners. The example companies, organizations, products, domain names, email addresses, logos, people, places, and events depicted herein are fi ctitious. No association with any real company, organization, product, domain name, email address, logo, person, place, or event is intended or should be inferred. This book expresses the author’s views and opinions. The information contained in this book is provided without any express, statutory, or implied warranties. Neither the authors, Microsoft Corporation, nor its resellers, or distributors will be held liable for any damages caused or alleged to be caused either directly or indirectly by this book. Acquisitions and Development Editor: Kenyon Brown Production Editor: Rachel Steely Editorial Production: S4Carlisle, Inc. Technical Reviewer: Neil Hodgkinson Copyeditor: S4Carlisle, Inc. Indexer: BIM Publishing Services, Inc. Cover Design: Twist Creative • Seattle Cover Composition: Karen Montgomery Illustrator: S4Carlisle, Inc. This book is dedicated to my four amazing children: Hannah, Sydney, Devin, and Zoe. Being your daddy is the most magnificent opportunity life has presented to me. —DARVISH SHADRAVAN I dedicate this book to my lifelong friend and sister, Paula, together with her husband, Bruce. They may be far away, but they are close to my heart. —PENNY COVENTRY To the love of my life, Kerri, and my daughter, Elise. I love you and couldn’t have done this without your support. —TOM RESING I dedicate this book to my wonderful and amazing daughter, Kiana. She is such a blessing in my life and I couldn’t imagine my life without her. —CHRISTINA WHEELER Contents at a glance Chapter 1 Chapter 15 Introducing SharePoint 2013 . 1 Implementing better business Chapter 2 intelligence with Excel Services and Administration for business users . 23 SQL Server 2012 . 503 Chapter 3 Chapter 16 Working with list and library apps . 51 Building powerful dashboards with PerformancePoint Services . 551 Chapter 4 Working with collaboration sites . 99 Chapter 17 Working with Visio Services .. 601 Chapter 5 Using Office applications with SharePoint . 121 Chapter 18 Discovering information with Chapter 6 SharePoint 2013 Search . 633 Sharing information with SharePoint social networking . 167 Chapter 19 Creating a customized SharePoint Chapter 7 2013 search experience . 659 Using and creating workflows . 187 Chapter 20 Chapter 8 Creating, managing, and designing Planning site content . 243 sites .. 683 Chapter 9 Chapter 21 Creating and formatting content pages . 273 Creating enterprise forms . 735 Chapter 10 Chapter 22 Adding, editing, connecting, and Working with external content . 763 maintaining web parts . 327 Chapter 23 Chapter 11 Introduction to custom development . 807 Managing documents . 361 Chapter 12 Designing web content management sites . 387 Chapter 13 Implementing compliance, records management, and eDiscovery . 437 Chapter 14 Planning for business intelligence and key performance indicators . 467 v Table of contents Introduction ...................................................................xix Chapter 1: Introducing SharePoint 2013 . 1 The SharePoint wheel .............................................................1 Sites .......................................................................2 Communities ...............................................................2 Content ....................................................................3 Search .....................................................................3 Insights ....................................................................3 Composites.................................................................3 What’s new in SharePoint 2013.....................................................4 Share . .4 Discover ...................................................................8 Organize ................................................................. 11 Build..................................................................... 15 Manage.................................................................. 17 Built for the cloud .............................................................. 19 Hardware and software requirements ............................................. 20 Summary ...................................................................... 21 Chapter 2: Administration for business users . 23 Two categories of administration ................................................. 23 Business user administration................................................ 23 IT professional administration .............................................. 24 Installation and configuration decisions ........................................... 25 Hosted SharePoint or on-premises SharePoint? ............................... 26 The SharePoint structure ........................................................ 29 Comparing a SharePoint web application to a tree ............................ 30 Farm scalability, service applications, and databases ........................... 33 The content database as a unit of storage .................................... 34 Search administration ........................................................... 37 What do you think of this book? We want to hear from you! Microsoft is interested in hearing your feedback so we can continually improve our books and learning resources for you . To participate in a brief online survey, please visit: microsoft com/. learning/booksurvey vii viii Table of Contents Security ....................................................................... 38 Authentication and authorization ........................................... 39 Types of authentication .................................................... 40 Securing web applications.................................................. 41 More security settings at the web-application level............................ 42 Upgrades and migration......................................................... 45 Upgrading from SharePoint 2010 ........................................... 45 Migrating content to SharePoint Server 2013 ................................. 47 Summary ...................................................................... 49 Chapter 3: Working with list and library apps . 51 What’s new with list and library apps.............................................. 52 Drag-and-drop functionality ............................................... 52 Live preview thumbnails ................................................... 53 The ellipsis ............................................................... 56 Creating lists ................................................................... 58 Creating a new list from the predefined lists.................................. 60 Creating a custom list...................................................... 61 Creating libraries and site columns................................................64 Creating a library.......................................................... 65 Creating a site column ..................................................... 67 Modifying list and library settings ................................................ 68 Modifying general settings ................................................. 68 Modifying versioning settings . 69 Modifying advanced settings ............................................... 72 Modifying validation settings ............................................... 75 Modifying column default value settings..................................... 76 Modifying rating settings .................................................. 76 Modifying audience targeting settings....................................... 77 Modifying form settings . 77 Updating permissions and management .......................................... 77 Deleting lists or document libraries.......................................... 77 Saving a list or library as a template ......................................... 78 Editing permissions for a list or library ....................................... 80 Adding a user to a list or library............................................. 81 Removing a user from a list or library........................................ 82 Checking permissions on a list or library . 83 Managing files that have no check-in version .................................84 Modifying workflow settings..................................................... 85 Modifying information management policy settings ................................ 87 Modifying enterprise metadata and keywords settings.............................