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Microsoft Sharepoint 2013 Administration Inside OUT Administration 2013 SharePoint Microsoft Microsoft SharePoint 2013 Administration Inside OUT Conquer SharePoint 2013 administration— For Intermediate to from the inside out! Advanced IT Professionals Dive into SharePoint 2013 administration—and really put your systems expertise to work! This supremely organized reference packs hundreds of timesaving solutions, troubleshooting tips, About the Authors and workarounds. Discover how the experts deploy, configure, Randy Williams is an enterprise trainer, and manage SharePoint—and challenge yourself to new levels SharePoint evangelist, and coauthor of several books. of mastery. CA Callahan, MCSE, MCSA, MCT, provides customized training and Automate the installation and configuration of SharePoint 2013 • courseware for businesses and IT Effectively manage SharePoint apps and custom solutions Inside OUT • professionals. • Optimize farms, web apps, content databases, and site collections Chris Givens, Microsoft MVP for • Use methods to help users attain productive search experiences SharePoint, MCT, CISSP, CCNP, is a The ultimate, in-depth reference SharePoint architect, trainer, and Configure business intelligence features in SharePoint 2013 • consultant. Hundreds of timesaving solutions • Dive deep into SharePoint security practices and architecture Milan Gross is a SharePoint trainer Supremely organized, packed • Add SharePoint Online to your existing SharePoint environment and consultant specializing in with expert advice • Manage User Profiles and the SharePoint social experience architecture, planning, solution design, • Monitor and troubleshoot SharePoint with insider tips and governance. Companion eBook Brian Alderman, MCT, MCTS, MCITP, MCSA, MCSE, PMP, is a trainer and consultant with 25+ years of Windows, Microsoft SQL Server, and SharePoint experience. Javier Barrera is a senior lead engineer, architect, and administrator for a Inside corporate team that supports hundreds of enterprise-level SharePoint farms. OUT Microsoft Companion eBook Williams et. al Download using the instruction page in the back of the book. microsoft.com/mspress SharePoint 2013 ISBN 978-0-7356-7539-1 U.S.A. $49.99 54999 Canada $56.99 [Recommended] Administration 9 780735 675391 Microsoft Office/Microsoft SharePoint Celebrating 30 years! Randy Williams, CA Callahan, Chris Givens, Milan Gross, Brian Alderman, Javier Barrera 9780735675391_Williams_cover.indd 1 4/18/14 2:33 PM Microsoft SharePoint 2013 Administration Inside Out Randy Williams CA Callahan Chris Givens John Milan Gross Brian Alderman Javier Barrera SP-IO_Book.indb 1 1/6/14 7:02 PM 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 Second Printing: April 2014 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 fictitious. 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 Developmental Editor: Kenyon Brown Production Editor: Christopher Hearse Editorial Production: Octal Publishing, Inc Technical Reviewer: Neil Hodgkinson Indexer: BIM Publishing Services Cover Design: Twist Creative • Seattle Cover Composition: Ellie Volckhausen Illustrator: Rebecca Demarest SP-IO_Book.indb 2 1/7/14 10:28 AM 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 SP-IO_Book.indb 3 1/6/14 7:02 PM SP-IO_Book.indb 4 1/6/14 7:02 PM Contents at a glance Chapter 1 Chapter 13 What’s new in SharePoint 2013. 1 Configuring Business Connectivity Chapter 2 Services. 457 Planning and preparing for SharePoint Chapter 14 2013 installation. 39 Configuring records management and Chapter 3 eDiscovery. 489 Upgrading to SharePoint 2013. 59 Chapter 15 Chapter 4 Understanding and managing Installing SharePoint 2013. 113 SharePoint 2013 apps. 531 Chapter 5 Chapter 16 Managing farms, web applications, Managing farm and sandboxed solutions. 569 and content databases. 143 Chapter 17 Chapter 6 Installing and configuring business Creating and managing service intelligence components. 593 applications. 173 Chapter 18 Chapter 7 Monitoring and troubleshooting Creating and managing site collections. 211 SharePoint 2013. 655 Chapter 8 Chapter 19 Creating and configuring Search Understanding and configuring security . 693 service applications. 243 Chapter 20 Chapter 9 Scaling and optimizing farms . 731 Customizing search results and the Chapter 21 Search Center site . 305 Installing and configuring Office Web Chapter 10 Apps 2013. 775 Configuring Metadata Management Chapter 22 Services. 359 Understanding SharePoint Online, Chapter 11 Azure, and hybrid scenarios. 813 Configuring User Profile Services. 393 Chapter 23 Chapter 12 Performing content and disaster recovery. 835 Understanding and configuring social capabilities . 429 v SP-IO_Book.indb 5 1/6/14 7:02 PM SP-IO_Book.indb 6 1/6/14 7:02 PM 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 SP-IO_Book.indb 7 1/6/14 7:02 PM 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 SP-IO_Book.indb 8 1/6/14 7:02 PM Table of Contents ix Chapter 5: Managing farms, web applications, and content databases . 143 SharePoint farm architecture . 143 Planning farm architecture . 143 Farm roles and components . .144 Farm topology . 145 Understanding your topology needs . 145 Farm management . .146 Managing servers in a farm . ..
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