INTRODUCTION xxix
CHAPTER 1: WHAT'S NEW IN SHAREPOINT 2013 1
Installation Changes 2
System Requirements 2
The Installation Process 2
Upgrading from SharePoint 2010 3
Patching 3
Central Administration 4
Service Applications 5
Claims and Authentication 8
Managing SharePoint 2013 with Windows PowerShell 10
SharePoint Apps 10
Workflow Manager 11
New User Experience 12
Faster 12
Prettier 13
Getting Social 14
Summary 15
CHAPTER 2: ARCHITECTURE AND CAPACITY PLANNING 17
Names, Names, My Kingdom for a Consistent Name! 19
SharePoint Foundation 19
SharePoint Server 2013 20
Search Server Express 22
FAST Search Server 2010 22
SharePoint Online 23
Additional Server Planning 24
Windows Server and Required Additional Software 24
Windows Vista, 7, and 8 25
SQL Server 26
E-mail Servers and SMS Options 26
Hardware Requirements 28
Web Servers 29
Application Servers 30
SQL Servers 40
Mixing and Matching Servers 41
Other Hardware Notes 46
Virtualization 47
Terminology 48
Controlling Deployments 52
HTTP Throttling 52
Large List Throttling 53
Recycle Bin Architectural Implications 54
Software Boundaries and Limits for SharePoint 2013 55
Summary 56
CHAPTER 3: INSTALLING AND CONFIGURING SHAREPOINT 57
Preparing the Environment 57
Logging In and Mounting the File 58
Running the Prerequisite Installer 59
Adding Forgotten Patches 60
Windows Server 2008 R2 61
Windows Server 2012 61
Running Setup 61
Automating Setup 62
Creating the Farm 63
Adding More Servers to the Farm 65
Configuring the Farm 66
Creating Web Applications and More 90
Terminology 90
Web Applications 91
Site Collections and Webs 93
Summary 95
CHAPTER 4: UNDERSTANDING SERVICE APPLICATIONS 97
A History of Service Applications in SharePoint 98
Service Application Fundamentals 99
The Connection Structure 100
Connecting Across Farms 105
Service Applications As a Framework 107
Service Application Administration 107
Creating a New Instance of a Service Application 107
Using the Ribbon to Manage Service Applications 109
Managing Service Application Proxy Groups 112
Multi-Tenancy in SharePoint 2013 118
Managing Service Application Groups 118
Creating a Site Subscription 120
Multi-Tenant Use Cases 121
Partitioning in the Enterprise 121
Summary 123
CHAPTER 5: UPGRADING TO SHAREPOINT 2013 125
Upgrade Considerations 125
What You Can Upgrade 125
What You Can't Upgrade 130
Don't Upgrade Crap 131
Upgrading Content 135
Creating the Web Application 135
Testing the Content Database 137
Attaching the Content Database 143
Upgrading Site Collections 146
Throttling and Governance 156
Upgrading Service Applications 157
Business Connectivity Services 158
Managed Metadata 158
Performance Point 159
Search 160
Secure Store 161
User Profile Service 162
Using Third-Party Tools to Migrate Content 163
Upgrading from Older Versions 163
Restructuring Your Farm 163
Choosing Third-Party Migration Software 164
Summary 164
CHAPTER 6: CLAIMS AUTHENTICATION AND OAUTH 165
What's New with Claims and Authorization? 166
Migrating from Classic to SharePoint 2013 Claims 166
Authentication Infrastructure 167
OAuth 167
Server-to-Server Authentication 168
User Authentication 168
Claims-Based Identity 169
Using Claims-Based Identity 171
Application Authentication 180
Cloud App Model 180
OAuth 181
App Authentication 182
Server-to-Server Authentication 188
SharePoint to SharePoint S2S 189
SharePoint to Exchange and Lync S2S 189
Summary 190
CHAPTER 7: ADMINISTERING SHAREPOINT WITH WINDOWS POWERSHELL 191
Introduction to Windows PowerShell 192
Microsoft SharePoint 2013 Management Shell and Other Hosts 192
Microsoft SharePoint 2013 Management Shell 192
Using Other Windows PowerShell Hosts 193
Commands 195
Cmdlets 195
Functions 196
Scripts 197
Native Commands 198
Basic PowerShell Usage 198
Listing the SharePoint Commands 198
PowerShell Help 200
PowerShell Variables 201
PowerShell Objects 203
PowerShell Pipeline 203
Controlling Output 204
Using SharePoint Commands 207
Working with the Farm 207
Working with the Farm Configuration 208
Web Applications 209
Working with Site Collections 212
Working with Webs 217
Working with Objects Below the Web Level 219
Disposing of SharePoint Variables 223
Some Sample PowerShell Scripts 225
Creating Your SharePoint 2013 Farm with PowerShell 225
Creating Managed Accounts and Service Application Pools 227
Creating the Search Service Application in
SharePoint 2013 Server 227
Creating a Claims Web Application 228
Getting Site Collection Size 229
Summary 229
CHAPTER 8: CONFIGURING SHAREPOINT FOR BUSINESS INTELLIGENCE 231
Installing SQL Server Analysis Services 232
Installing SSAS and Data Tools 232
Deploying AdventureWorks 237
Creating a Business Intelligence Center 242
Configuring Excel Services 243
Configuring the Excel Services Service Application 244
Configuring Excel Services to Use the Secure Store 245
Testing the Excel Services Unattended Service Account 248
PowerPivot 2012 250
Installing PowerPivot 251
Configuring PowerPivot Integration 255
Adding Permissions to Central Administration 258
Creating and Confi guring a PowerPivot Workbook 259
SQL Server Reporting Services for SharePoint 2013 264
Creating the Service Application 268
Creating and Deploying an SSRS Report 268
PowerView 274
Configuring PerformancePoint Services 275
Configuring PerformancePoint Services to Use the Secure Store 277
Testing the PerformancePoint Services
Unattended Service Account 279
Configuring Visio Services 285
Configuring the Visio Unattended Service Account 285
Configuring the Visio Graphics Service Application 286
Introduction to Access 2013 290
Prerequisites 291
Items to Consider for Access 2013 291
Configuring an Isolated App Domain 291
Microsoft SQL Server 2012 Required Features for Access Services 2013 292
Microsoft SQL Server 2012 Options Required
for Use with Access Services 2013 292
Service Account Permissions 295
Creating the Access Services 2013 Service Application 296
Setting SQL Permissions for Your Service Account 298
Configuring IIS 299
Creating a Custom Web App Using Access 2013 Client 300
Summary 302
CHAPTER 9: CONFIGURING SHAREPOINT FOR HIGH-AVAILABILITY BACKUPS 303
Determining Your Business Requirements 303
Content Recovery 305
Content Storage Overview 306
Version History 306
The Recycle Bin 310
Exporting and Importing Sites, Lists, and Libraries 313
Backing Up and Restoring Site Collections 318
Recovering from SQL Server Snapshots 324
Backing Up and Recovering from Disaster 325
Backing Up and Restoring Content Databases 326
Backing Up and Restoring Service Applications 333
Backing Up the Farm 335
Backing Up IIS 337
Backing Up Customizations 338
High-Availability Configurations 339
Load-Balancing 339
SQL AlwaysOn Failover-Clustering 340
SQL Server AlwaysOn Availability Groups 340
HTTP Request Throttling 341
Gradual Site Deletion 343
Summary 343
CHAPTER 10: MANAGING SHAREPOINT DEVELOPER SOLUTIONS AND FEATURES 345
Defining Solutions and Features 345
Understanding Farm Solutions 346
Managing Farm Solutions 348
Managing Farm Solutions via the User Interface 349
Managing Farm Solutions via the Command Line 353
Understanding Sandbox Solutions 355
Managing Sandbox Solutions 356
Understanding Features 358
Feature Manifest 359
Defining Scope 360
Feature Receivers 360
Managing Features 361
Managing Features via the User Interface 361
Managing Features via the Command Line 365
Summary 368
CHAPTER 11: MANAGING AND CONFIGURING APPS 369
Understanding the SharePoint 2013 App 371
Architecture 371
SharePoint 2013 App Marketplaces 372
SharePoint 2013 App Hosting Options 373
App Model Security 376
Setting Up an App-Enabled SharePoint Environment 377
Configuring a Forward Lookup Zone in DNS 378
Configuring SSL for the App Domain (Optional) 381
Configuring the Service Applications 381
Configuring App URLs 382
Setting Up a High-Trust App Environment 384
Managing SharePoint 2013 Apps 392
Configuring an App Catalog 392
Adding an App to a SharePoint Site 394
Removing an App from a SharePoint Site 399
Monitoring SharePoint Apps 400
Monitoring and Managing App Licenses 403
Summary 406
CHAPTER 12: BRANDING SHAREPOINT 407
What Is Branding? 407
Branding Considerations 409
SharePoint and Publishing 410
Components of SharePoint Branding 412
Master Pages 413
Page Layouts and Wiki Pages 414
HTML, Cascading Style Sheets, and More 416
What's New in Branding for SharePoint 2013 416
Composed Looks 416
Device Channels 419
Image Renditions 424
Display Templates 427
Improving Speed with Minimal Download Strategy 428
Design Manager 429
Understanding the SharePoint 2013 Branding Process 430
Using the Design Manager 430
Deploying Branding Assets 444
Customizing SharePoint Files 444
Upgrading Branding to SharePoint 2013 445
Controlling Access to SharePoint Branding 446
Summary 447
CHAPTER 13: CONFIGURING AND MANAGING ENTERPRISE SEARCH 449
What's New in Enterprise Search 449
Single Search Architecture 450
Search Center and Search UI 450
Relevancy Improvements 450
Search Architecture 451
Topology 452
Managing the Crawl Process and Crawled Properties 453
Content Processing 454
Analytics Processing 456
Index Processing 459
Query Processing, Query Rules, and Result Sources 460
Administration 460
Configuring Enterprise Search 461
Scaling Out Topology 461
Continuous Crawl and Content Sources 469
Result Sources 474
Managing the Search UI 477
Search Center 477
Customizing the UI 486
Summary 500
CHAPTER 14: CONFIGURING USER PROFILES AND SOCIAL COMPUTING 503
What's New in Enterprise Social? 504
My Sites 504
Distributed Cache 506
Communities 506
User Profile Synchronization 506
User Profile Replication Engine 507
Managing and Configuring Profile Synchronization 507
Profile Synchronization 508
Choosing a Synchronization Method 508
Active Directory Import 509
SharePoint Profile Synchronization 511
Organization Profiles 522
Audiences 522
Managing and Configuring My Sites 527
Configuring My Sites 527
SkyDrive Pro 536
Managing and Configuring Communities 540
Community Templates 540
Creating and Using Community Sites 541
Summary 544
CHAPTER 15: THE OFFICE WEB APPLICATIONS FOR SHAREPOINT 545
Functionality Overview 546
New Features in SharePoint OWA 2013 546
Additional Functionality for Multiple SharePoint Farms, Lync, Exchange 2013, and File Shares (via Open-Form URL) 547
Integrating OWA with Exchange 2013 547
Integrating OWA with Lync 2013 547
Licensing and Versions 548
Desktop Enhancements 549
User Experience Improvements 549
PowerPoint Broadcasting 549
Excel Web App vs. Excel Services 550
Change Tracking 550
Comments 551
Co-Authoring 551
Embedding 551
Ink Support 552
Quick Preview 553
Sharing a Document 553
Office Web Apps URLs 554
Default Open Behavior for Documents 554
Mobile Device Support 555
PowerPoint Changes 555
Enhanced User Experience 555
Technologies Used 555
Platform and Browser Compatibility 556
Topology 557
Authentication Requirements 560
Migrating from Classic-Mode to Claims-Based Authentication 560
Preparing the Server and Installing OWA via the GUI 561
Installing Prerequisites for Windows Server 2012 561
Installing Prerequisites for Windows 2008 R2 564
Installing Office Web Apps 564
Office Web Apps Confi guration Options 565
Creating Your Own Certificate for Testing 565
Configuring the Security Token Service 570
Using the HTTP Protocol 570
Using the HTTPS Protocol 572
Binding to a SharePoint Farm Using HTTPS 574
Removing a Binding 575
Scaling Office Web Apps 575
Office Web Apps Patching 575
New PowerShell OWA Cmdlets 576
Summary 577
CHAPTER 16: INSTALLING AND CONFIGURING AZURE WORKFLOW SERVER 579
Enchancements in Workflow 579
Workflow in SharePoint 2010 580
Workflow in SharePoint 2013 581
New Workflow Architecture in SharePoint 2013 581
SharePoint Designer Enhancements 583
Installing and Configuring Windows
Azure Workflow Server 584
Hardware and Software Requirements 584
Workflow Manager Install 586
Step-by-Step Install 587
Managing Web Application Settings 597
Creating SharePoint 2013 Workfl ows 598
Templates 598
Creating a Custom Workflow Using SharePoint Designer 2013 600
Workflow Visualization Using Visio 2013 609
Creating Custom Workfl ows Using Visual Studio 2012 610
Summary 611
CHAPTER 17: INTEGRATING OFFICE CLIENTS WITH SHAREPOINT 613
What Office 2013 and SharePoint 2013 Share in Common 614
Connecting to SharePoint from within Microsoft Offi ce 2013
Applications 614
Determining When a Document Is Being Actively Co-Authored 615
Live Co-Authoring Compatibility with Other Offi ce Versions 616
Backstage View 616
Taking a Look at the Document Panel 618
Connecting to Office 2013 from SharePoint 2013 620
Integrating SharePoint 2013 with Word 2013 622
Comparing Document Versions 622
Working with Document Barcodes 623
Using Quick Parts 623
Blogging in Microsoft Word 624
Integrating SharePoint 2013 with Excel 626
Importing Spreadsheets into SharePoint 626
Exporting to Excel 627
Displaying Charts 627
Using the Excel Web Access Web Part 627
Integrating SharePoint 2013 with PowerPoint 628
Working with Slide Libraries 628
Broadcasting Slides 628
Integrating SharePoint 2013 with Outlook 628
Managing SharePoint Alerts 629
Connecting SharePoint Lists and Libraries to Outlook 629
Connecting Calendars and Meetings to Outlook 630
Integrating SharePoint 2013 with InfoPath 630
Deploying InfoPath Forms Services in Central Administration 632
InfoPath Form Web Part 633
Customizing the Document Information Panel 633
Customizing SharePoint List Forms 635
Integrating SharePoint 2013 with Visio 636
Setting Up the Visio Graphics Service 636
Adding a Visio Web Access Web Part 637
Integrating SharePoint 2013 with OneNote 638
Integrating SharePoint with Access 2013 and Access Services 639
SharePoint Data as a Table 640
Creating Microsoft Access Views in SharePoint 641
Access Services Overview 642
Publishing Links to Office Client Applications 644
Managing Office 2013 and SharePoint through Group Policy 645
Summary 647
CHAPTER 18: WORKING WITH SHAREPOINT DESIGNER 649
Introduction to SharePoint Designer 2013 650
Requirements for Using SPD 2013 651
Integrating SP 2013 and SPD 2013 652
SPD 2013 and SPD 2010 Interoperability 653
SharePoint Server 2013 Workflow Platform 654
Enabling SharePoint Designer Restrictions 655
Overview of the New User Interface 659
Managing SharePoint Sites with SharePoint Designer 661
The Navigation Pane 662
Creating Subsites with SharePoint
Designer 2013 663
Branding with SharePoint Designer 2013 664
Versioning 665
SharePoint Master Pages 666
Editing the Master Page 667
Page Layouts 668
Implementing Workfl ows with SharePoint Designer 2013 670
Summary 673
CHAPTER 19: TROUBLESHOOTING SHAREPOINT 675
The Unified Logging Service 676
Windows Event Logs 676
Trace Logs 680
Powerful PowerShell Tweaks 681
Viewing the ULS Logs with the ULS Viewer 683
Using PowerShell to Tame the ULS Logs 685
The Correlation ID: Your New Best Friend 688
The Developer Dashboard 690
More Troubleshooting Techniques 693
Using Fiddler to Watch Your Web Traffic 693
Creating a New Web Application 695
Making All Your Service Accounts Local Administrators 695
Checking for Failed Timer Jobs 696
Starting Fresh with IISReset 696
Reboots for Everyone! 697
Shoot Trouble Before it Happens! 697
See the Bigger Picture: IIS and SQL 697
Additional Tools and Resources 698
Summary 699
CHAPTER 20: MONITORING AND ANALYTICS 701
Configuring Monitoring in Central Administration 701
Unified Logging Service 702
Configuring ULS via Central Admin 702
Configuring ULS via PowerShell 705
Using and Configuring the Health Analyzer 707
Usage and Health Data Collection 709
Configuring Usage and Health Data Collection 710
Log Collection and Processing 711
Timer Jobs in SharePoint 2013 713
Managing Timer Jobs in Central Admin 714
Managing Timer Jobs in PowerShell 715
Search Service Application Monitoring 716
The Crawl Log 716
Crawl and Query Health Reports 718
Usage Reports 718
Summary 718
CHAPTER 21: CONFIGURING AND MANAGING WEB CONTENT MANAGEMENT AND INTERNET SITES 719
What's New with WCM? 720
Cross-Site Publishing 720
Catalogs and Category Pages 720
Managed Navigation 721
Content Search 721
Internet Site Improvements 722
Variations and Translation Services 723
Design Manager 723
Snippet Gallery 723
Device Channels 724
Content Authoring Improvements 724
Architecting Internet Sites 725
What Is SharePoint for Internet Sites? 725
Preparing the Farm for WCM 726
Planning and Confi guring WCM Capability 732
Site Publishing Models 745
Configuring and Creating WCM Internet Sites 747
Configuring Cross-Site Publishing 748
Using the New Catalogs Capability 748
Branding 752
Design Manager 753
Navigation 756
Search-Driven Content 762
Search Engine Optimization 766
Authoring Content Improvements 767
Rich Text Editor Improvements 768
Using Video Support Enhancements 769
Image Renditions 769
Summary 771
INDEX 773
