Microsoft SharePoint 2010 Administration Cookbook

Table of Contents

Microsoft SharePoint 2010 Administration Cookbook

Credits

About the Author

About the Reviewers

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Preface

What this book covers

What you need for this book

Who this book is for

Conventions

Reader feedback

Customer support

Errata

Piracy

Questions

1. Upgrading and Configuring SharePoint 2010

Introduction

Checking current installation upgradeability

Getting ready

How to do it...

How it works...

There's more...

More info

Upgrading MOSS 2007 to SharePoint 2010

Getting ready

How to do it...

How it works...

There's more...

More info—further upgrade info

More info—errors when upgrading

Upgrading with minimal downtime

Getting ready

How to do it...

How it works...

See also

Visual upgrade

Getting ready

How to do it...

How it works...

There's more...

More info—changing UI version with PowerShell

Creating and associating content databases to a specific web application and site collection

Getting ready

How to do it...

How it works...

There's more...

More info

More info

Configuring a content database

Getting ready

How to do it...

How it works...

Creating an Alternate Access Mapping (AAM)

Getting ready

How to do it...

How it works...

There's more...

More info

See also

Patching (compatibility boundaries)

Getting ready

How to do it...

How it works...

There's more...

More info

2. Service Applications

Introduction

Managing a service

Getting ready

How to do it...

How it works...

There's more...

More info

Creating the Secure Store

Getting ready

How to do it...

How it works...

There's more...

More info

Creating custom security for a service

Getting ready

How to do it...

How it works...

There's more...

Creating a custom service application proxy group

Getting ready

How to do it...

How it works...

There's more...

Managing service application associations

Getting ready

How to do it...

How it works...

There's more...

See also

Setting up Excel Services

Getting ready

How to do it...

How it works...

There's more...

More info

See also

Setting up PerformancePoint Services

Getting ready

How to do it...

How it works...

There's more...

PowerShell: PerformancePoint Cmdlets

See also

Setting up Visio Services

Getting ready

How to do it...

How it works...

There's more...

PowerShell: Visio Cmdlets

More info

See also

Setting up the Managed Metadata Service

Getting ready

How to do it...

How it works...

There's more...

PowerShell: Managed Metadata Cmdlets

Establishing a trust relationship between two farms

Getting ready

How to do it...

Export the certificates: Publishing Farm

Export the certificates: Consuming Farm

Import the certificates: Publishing Farm

Import the certificates: Consuming Farm

How it works...

There's more...

Publishing a SharePoint service

Getting ready

How to do it...

How it works...

There's more...

PowerShell: Publishing Service Cmdlet

More info

See also

Consuming another Farm's Service

Getting ready

How to do it...

How it works...

There's more...

PowerShell: Consuming Cmdlets

See also

3. Farm Governance

Introduction

Administering SharePoint Designer

Getting ready

How to do it...

How it works...

There's more...

Configuring a Managed account

Getting ready

How to do it...

How it works...

There's more...

Powershell: Get a listing of managed accounts

Powershell: Create a new account

Powershell: Set

Powershell: Delete a managed account

More info

Creating a new policy for a web application

Getting ready

How to do it...

How it works...

There's more...

Configuring Resource Throttling (large lists)

Getting ready

How to do it...

How it works...

There's more...

PowerShell: View list of Performance Counters

PowerShell: Set Performance Counters

PowerShell: Disable Resource Throttling

PowerShell: Enable Resource Throttling

More info

See also

Installing a feature and activating it

Getting ready

How to do it...

How it works...

There's more...

Restricting web part access in the farm

Getting ready

How to do it...

How it works...

There's more...

Learning timer job management (including server affinity)

Getting ready

How to do it...

How it works...

There's more...

PowerShell: Get list of timer jobs

PowerShell: Set timer job parameters

PowerShell: Disable timer job

PowerShell: Enable timer job

More info

See also

Running a timer job on demand

Getting ready

How to do it...

How it works...

There's more...

PowerShell: Start a Timer Job

See also

Configuring Sandbox functionality

Getting ready

How to do it...

How it works...

4. Site Administration

Introduction

Migrating a site collection

Getting ready

How to do it...

How it works...

There's more...

See also

Provisioning a site via Windows PowerShell

Getting ready

How to do it...

How it works...

There's more...

Managing the Term Store

Getting ready

How to do it...

How it works...

There's more...

More info

See also

Adding a column with the property of Managed Metadata

Getting ready

How to do it...

How it works...

There's more...

See also

Setting up a site collection policy

Getting ready

How to do it...

How it works...

There's more...

Configuring a Document Set

Getting ready

How to do it...

How it works...

There's more...

More info

See also

Configuring multiple Send To connections

Getting ready

How to do it...

How it works...

There's more...

See also

Setting up an enterprise wiki

Getting ready

How to do it...

How it works...

There's more...

More info

See also

5. Monitoring and Reporting

Introduction

Accessing the SharePoint 2010 logging database

Getting ready

How to do it...

How it works...

There's more...

More info

See also

Configuring what gets logged

Getting ready

How to do it...

How it works...

There's more...

See also

Editing rule definitions in the health analyzer

Getting ready

How to do it...

How it works...

There's more...

More info—adding a new health rule

Viewing web analytics reports

Getting ready

How to do it...

How it works...

There's more...

More info

See also

Troubleshooting with correlation IDs

Getting ready

How to do it...

How it works...

There's more...

More info

See also

Enabling the Developer Dashboard

Getting ready

How to do it...

How it works...

There's more...

More info

6. Search

Introduction

Setting up Search Service

Getting ready

How to do it...

How it works...

There's more...

See also

Managing Search Service

Getting ready

How to do it...

How it works...

There's more...

PowerShell: New Content Account

Scaling out Search—adding a query component

Getting ready

How to do it...

How it works...

There's more...

More info

See also

Scaling out Search—adding a property database

Getting ready

How to do it...

How it works...

There's more...

See also

Scaling out Search—adding a crawl database

Getting ready

How to do it...

How it works...

There's more...

More info

See also

Adding a host distribution rule

Getting ready

How to do it...

How it works...

There's more...

See also

Viewing Search Query/Crawl Reports

Getting ready

How to do it...

How it works...

There's more...

Customizing the refinement menu

Getting ready

How to do it...

Part 1: Creating Managed Property

Part 2: Creating Custom Refiner

How it works...

There's more...

More info

7. Security Administration: Users and Groups

Introduction

Adding a user via PowerShell

Getting ready

How to do it...

How it works...

There's more...

More info

Delegating PowerShell permissions

Getting ready

How to do it...

How it works...

There's more...

More info

Checking effective permission user interface

Getting ready

How to do it...

How it works...

There's more...

Setting Lockdown Mode for publishing sites

Getting ready

How to do it...

How it works...

There's more...

Configuring Site Collection audit settings

Getting ready

How to do it...

How it works...

Accessing security policy reports

Getting ready

How to do it...

How it works...

See also

8. Content Management

Introduction

Configuring advanced routing (Content Organizer)

Getting ready

How to do it...

How it works...

There's more...

Routing documents to another site

Getting ready

How to do it...

How it works...

There's more...

Configuring content deployment

Getting ready

How to do it...

How it works...

There's more...

Adding a Content Type hub

Getting ready

How to do it...

How it works...

There's more...

Managing External Content Types

Getting ready

How to do it...

How it works...

There's more...

Creating a Term Set

Getting ready

How to do it...

How it works...

There's more...

More info

See also

Importing a Term Set

Getting ready

How to do it...

How it works...

There's more...

See also

In place Records Management

Getting ready

How to do it...

How it works...

There's more...

More info

9. Social Architecture

Introduction

Setting up a tag cloud and navigating to the Term Store

Getting ready

How to do it...

How it works...

There's more...

See also

Disabling social features for a user

Getting ready

How to do it...

How it works...

There's more...

Deleting a note associated with a page

Getting ready

How to do it...

How it works...

There's more...

Viewing an Activity feed

Getting ready

How to do it...

How it works...

There's more...

More info

Setting up and compiling an audience

Getting ready

How to do it...

How it works...

There's more...

More info

Creating a synchronization connection

Getting ready

How to do it...

How it works...

There's more...

More info

Changing import/export for user profiles

Getting ready

How to do it...

How it works...

There's more...

See also

Adding a user subtype for user profile

Getting ready

How to do it...

How it works...

There's more...

Creating a new user profile property

Getting ready

How to do it...

How it works...

There's more...

10. Backup and Restore

Introduction

Recycle Bin settings in Central Administration

Getting ready

How to do it...

How it works...

There's more...

More info

Performing a site collection backup

Getting ready

How to do it...

How it works...

There's more...

More info

Exporting sites

Getting ready

How to do it...

How it works...

There's more...

See also

Importing sites

Getting ready

How to do it...

How it works...

See also

Recovering data from an unattached content database

Getting ready

How to do it...

How it works...

There's more...

See also

Backing up a farm in Central Administration

Getting ready

How to do it...

How it works...

There's more...

More info

Restoring from a backup in Central Administration

Getting ready

How to do it...

How it works...

There's more...

More info

11. Performance Monitoring

Introduction

Enabling HTTP Request Monitoring and Throttling

Getting ready

How to do it...

How it works...

There's more...

More info

See also

Using SQL Profiler

Getting ready

How to do it...

How it works...

There's more...

What and how to monitor with Performance Monitor

Getting ready

How to do it...

How it works...

There's more...

More info

Implementing Visual Round Trip Analyzer

Getting ready

How to do it...

How it works...

There's more...

Index

Microsoft SharePoint 2010 Administration Cookbook

Microsoft SharePoint 2010 Administration Cookbook

Copyright © 2011 Packt Publishing

All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.

Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

First published: January 2011

Production Reference: 1170111

Published by Packt Publishing Ltd.

32 Lincoln Road

Olton

Birmingham, B27 6PA, UK.

ISBN 978-1-849681-08-7

www.packtpub.com

Cover Image by David Guettirrez ( <bilbaorocker@yahoo.co.uk> )

Credits

Author

Peter Serzo

Reviewers

Marius Constantinescu

Michael Nemtsev

Ivan Wilson

Development Editor

Wilson D'souza

Technical Editor

Gaurav Datar

Indexer

Monica Ajmera Mehta

Editorial Team Leader

Gagandeep Singh

Project Team Leader

Priya Mukherj

Project Coordinator

Sneha Harkut

Proofreaders

Stephen Swaney

Kelly Hutchison

Graphics

Geetanjali Sawant

Production Coordinator

Alwin Roy

Cover Work

Alwin Roy

About the Author

Peter Serzo is an English major from Kent State, who started his technical career with EDS after finishing college. After working for 20 years as a consultant in organizations of all sizes, he is now a national speaker on SharePoint. His next challenge is to bring SharePoint to children and teach them. He has been working with SharePoint since 2003, in companies such as Microsoft, Ford, and ADP, along with many others throughout the United States.

Currently, Peter is working as a Senior SharePoint Architect for High Monkey Consulting. The name High Monkey refers to an old Jamaican proverb that means the higher up you go, the more responsible you must be. High Monkey takes pride in its accountability and excellence toward work, with regard to the client's needs.

I dedicate this book to my wife Stacy, for her patience, love, and support as I took much of our time to write. She is my rock. I also thank my children—Philip, Zachary, and Stefan—for their support and belief in me. I hope this book inspires them to exceed in their lives (Think Avisha!). Finally, I want to thank my Mom, for giving me a love for the written word, and my Dad, for giving me a love and appreciation for all things technical. A perfect balance. All of you are my source of inspiration and will always have my love.

About the Reviewers

With experience in commercial software development dating back to the late nineties, Marius Constantinescu currently works as the Lead Architect on Microsoft Solutions, for a professional IT services company based in Geneva, Switzerland.

Having worked with .NET from its very early beta stages, as well as with the SharePoint platform since 2003, Marius has played a major part in developing useful tools for large international organizations and private companies, providing consulting expertise on architectures based on .NET, SharePoint, and other related technologies.

His passion for technology has made him recipient of various prestigious awards such as Technology Scout for 2005 and Siemens Certified Architect while working as the Microsoft Solution architect for Siemens. Currently his focus has shifted again to latest .NET technologies such as Silverlight, SharePoint Server, and Cloud Computing.