share point 2010 bootcamp 1-10

SharePoint2010BootCamp Module1IntroducingSharePoint2010 Module2CreatingaSharePoint2010Intranet Module3DesigningaLogicalArchitecture

Module4PlanningaServiceApplicationArchitecture Module5PlanningforPerformanceandCapacity Module6DesigningaPhysicalArchitecture

Module7AdministeringandAutomatingSharePoint Module8ConfiguringContentManagement Module9PlanningManagedMetadata

Module10PlanningEnterpriseContentManagement Module11ConfiguringAuthentication Module12SecuringContent

Module13ManagingSharePointCustomizations

Module14ConfiguringandSecuringSharePointServicesandServiceApplications Module15UserProfilesandSocialNetworking Module16AdministeringandConfiguringSharePoint Module17ImplementingOfficeWebApps

Module18PlanningaSharePoint2010ImplementationofaBusinessIntelligenceStrategy Module19DevelopingaPlanforGovernance Module20InstallingandUpgradingtoSharePoint Module21ImplementingBusinessContinuity Module22MonitoringandOptimizingSharePointPerformance

IntroducingSharePoint2010

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Module1IntroducingSharePoint2010Contents:Lesson1:EvaluatingtheFeaturesofSharePoint2010 Lesson2:PreparingforSharePoint2010 Lesson3:InstallingSharePoint2010 Lesson4:AdvancedInstallationofSharePoint2010 Lab:InstallingSharePoint2010

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Modu uleOverv view

MicrosoftShare M ePoint2010t thecollectiono ofproductsand technologiesth hatincludesSha arePointServer r2010 an ndSharePointF Foundation2010offersabroadrangeoffun nctionalitythat addressesavas stnumberofbu usiness co ollaborationsce enarios.TheSha arePointplatfor rmsitson,andd dependson,an numberofothe erMicrosoftpro oducts an ndtechnologies s.

In nthismodule,youexploretheroleofSharePo oint2010indel iveringbusiness scollaborationsolutionsinthe e en nterpriseandontheInternet.Youthenlearn whatittakesto ogetSharePoin ntupandrunnin ngfromprepa aring yo ourinfrastructu ure,toconfiguri ingrelatedtech hnologiesandpr roducts,todep ployingSharePointserversand farms us singbothoutof fboxinstallatio onwizardsands scripts.

In ntroducingSharePoint2010

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Lesson1

EvaluatingtheFeatu t uresofSha arePoint2010

Sh harePoint2010isthebusinesscollaborationp platformforthe eenterpriseand dtheInternet.B Behindthissimple va alueproposition nisacomplexa andpowerfulplatformthatde liversrichfunct tionalitytoaddressavastrang geof bu usinessneeds.Inthislesson,yo oulearnjusthowmuchtechno ologyiswrappe dupbythose 13 3words,andyo oudissectthete echnicalcapabil litiesandfeatur resthataredriv vingenterprises saroundthe worldtoadoptSharePoint2010 w 0.

Af ftercompleting gthislesson,youwillbeableto o:

Describethe evalueproposit tionofSharePoint2010.

Describethe eSharePoint2010platform.

Describethe ekeySharePointproductsand technologies.

Describethe ekeySharePoin ntcapabilities,suchassites,com mmunities,con ntent,search,in nsights,and composites. .

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Th heValueProp positionof SharePoint2010 0 Th hevaluepropos sitionforSharePointis,SharePointisthebus sinesscollabora ationplatformfo ortheenterpriseand th heInternet.Microsoftinveste edheavilyinthe edevelopmento Server2010tod deliverfeatures sthat ofSharePointS en nableanenterp prisetodothef following:

Delivertheb bestproductivit tyexperience.T Theenduserex xperienceofSh harePointServer2010buildson n familiaruserinterfacesandt tools. thaunifiedinfr rastructure.Sha arePoint2010p performsrolest thathavebeen, ,inmany Cutcostswit enterprises,p providedbyotherdisparatesys stems.Nowtho oserolescanbe econsolidatedo ontoSharePoin nt 2010. ondtobusinessneeds.ShareP Point2010prov videsadiversef featuresetaddr ressingmanybusiness Rapidlyrespo collaboration nscenarios,with houtofboxfun nctionality,aric chcollectionof communityge eneratedsolutio ons,and extensibilityt tosupportcusto omsolutions. dfeaturesthat supportthosebenefits.Featuresare Microsoftdescrib M besSharePoint2010asaseries sofbenefitsand gr roupedintocategoriescalledc capabilitiesthatdeliversolutio nstorelatedbu usinessscenario os.


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Th heSharePoint tPlatform

Sh harePointisaplatformthatitselfextendsand ddependsonm anycomponen tsofthebroade erMicrosoft te echnologiessuit te. Th hisvisualization noftheplatform mshowsthedependenciesbo othrequiredan ndavailablebetweencompo onents of fthetechnologystack.Eachco omponentoftheplatformcont tributesspecific cfeaturesandf functionality.

WindowsServ ver2008orW WindowsServer2008R2provid esthecoreope eratingsystemf functionality, includingthesecuritysubsys stem. TheMicrosof ft.NETFramewo orkprovidesthe eframeworkfo orSharePoint,w whichisa.NETa application runningwithinInternetInfor rmationService es(IIS). oundation2010 0deliversfundamentalSharePo ointfunctionaliityincludingser rvice SharePointFo management,security,integ grationwithMic crosoftOfficecllientapplication ns,andcorecollaborative featuressuchaslistsandlibraries. erver2010build dsonSharePoin ntFoundation,a addingsocialne etworking,ente erprisesearch, SharePointSe businessintelligence,andoth herfeatures. providedbySha arePointFoundation2010and SharePointSer rver2010arede etailedlaterinthis Thefeaturesp module. SharePointus sesidentityserv vicesthatcanin ncludetheActiv veDirectorydi irectoryservice eorotherClaims basedauthen nticationprovide ers.Someofthe eseidentityser rvices,suchasfo ormsbasedaut thentication,re ely onthe.NETFramework. SharePointco ontentisstored dinMicrosoftSQ QLServer. SharePointisahighlyextens sibleplatform.Independentso oftwarevendors s(ISVs),thecom mmunity,custom mers, titselfdeliverso olutionsthatde ependonShare ePointFoundationorSharePoin ntServer. andMicrosoft

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Sh harePointProductsandTec chnologies Th hereisawidearrayofproduct tsandtechnologiesthatmakeupSharePoint. Sh harePointprodu uctsandtechno ologiesincludet thefollowing: SharePointFo oundation2010 0. SharePointSe erver2010forI IntranetScenarios,whichislice ensedwithStan ndardorEnterp prisefeatures. ThefeaturesprovidedbySharePointFound dation2010and dSharePointSe rver2010ared detailedlaterin thismodule. SharePointSe erver2010forI InternetSites,w whichislicensed dforaccessbylargenumberso ofusersandby y nonauthentic catedusers. OfficeWebA Apps,whicharediscussedinModule11,Imp lementingOffic ceWebApps. FASTSearchf forSharePoint2 2010. FASTSearchf forSharePoint2 2010forInternetSites,whichislicensedfora accessbylargen numbersofuse ers andbynonau uthenticatedusers. SearchServer2010andSearchServerExpre ess2010,which hprovidethese earchfunctiona alityof SharePointSe erver. Ad dditionally,ava astselectionofcommunitygen neratedsolutio nsandapplicat ionsbyISVsext tendsthe ca apabilitiesandf featuresetofSh harePoint2010.

Itisimportantth hatyouunderstandyourbusine essrequiremen ntssothatyouc canchoosethebestmixof pr roductsandtec chnologies.


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Sites

Th hesitescapabilityincludesfunctionalitythatd deliversandper rsonalizesconte enttousers,providesmanage eability an ndscalabilityto oadministrators s,enablesdeveloperstocustom mizeandextend dSharePoint,andallowsan en nterprisetoimp plementShareP Pointalongwith hothersolution nsortoconsolid datethefunctio onalityprovided dby di isparatecollabo orationsolution nsintoSharePoint.

Co ontentDelive eryTh hesitescapabilityoffersthefo ollowingcomponents,features s,andfunctiona alitytodeliverc contenttousers s: Corecontentstructures Webapplications,sitecollections,sites,lists,libraries Servicestorendercontent Multipleb browsers Mobilebro owsers Accessibilit tystandards(W WCAG2.0) RichWebexp perience Ribbonuse erinterface(UI):FamiliarOffic ceUI WebEdit:Richcontented diting Interfacesfor rrichandoffline eclientexperie ences Officeclientapplications SharePointWorkspace OfficeWebApplications Fo ollowingaresom meimportantp pointsrelatedto ocontentdelive ery:

SharePointFo oundation2010 0deliverstheco orefunctionalit tyofSharePoint tandprovidesm mostofthe featuresinth hesitescapabilit ty. ContentstructuressuchasW Webapplication ns,sitecollectio ons,andsites,ar rediscussedinModule2, 0Intranet. CreatingaSharePoint2010

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SharePoint2010featuressignificantlyexpandbrowsersupport,whicharedetailedinLesson2ofthis module.Additionally,youcanaccesscontentcanusingmobilebrowsers. SharePointiscompliantwithWCAG2.0accessibilitystandardsoutofthebox. Anumberofcomponents,services,features,andinterfacesofSharePointaredesignedtodelivera unified,efficient,andfamiliarexperiencetoendusers. SharePoint2010offersavarietyofmodalitiesthroughwhichuserscaninteractwithcontent,includingOffice clientintegration,SharePointWorkspaceandotherapplicationsthatprovideofflineaccesstoSharePoint,and OfficeWebApps,whichenablebrowserbasedviewing,editing,andcoauthoringofdocuments.

Question:Whatimportantbusinessobjectivesdothecontentdeliverycapabilitiesinthesitescapability itscomponents,features,andthemanywaysitgivesyoutointeractwithcontentsupport?

ContentPersonalizationThesitescapabilityoffersthefollowingcomponents,features,andfunctionalitytosupportpersonalizingthe deliveryofcontent:

Featuresthatpersonalizetheusersexperiencewithcontent MySites Usertagging Contenttargeting Multilingualsupport Followingaresomeimportantpointsrelatedtocontentpersonalization: Oneusermaynotneed,want,orbeallowedtoseethesamecontentthatanotherusersees.The SharePointsitescapabilitydeliversfunctionalitytoindividualizetopersonalizetheuserexperience. MySiteisausersindividualWebpage,exposingthatusersprofile,sharedinformationanddocuments, expertise,organizationalrelationships,andsocialactivitiestootherusers.Additionally,ausersMySitecan provideapersonalizednavigationandviewofenterpriseresources. UsertaggingisanimportantnewfunctionalityofSharePoint2010.Documents,lists,libraries,sites,andusers canbetagged.Thesetagscanthenbeusedtoassociateauserwithcontentthatisofinteresttothatperson. Contenttargetingistheabilityofanadministratortopushcontenttooneormoreusersbasedonthose userssharedcharacteristics,includingtheirgroupmembership. SharePointprovidesmultilingualsupport.SharePointcansupportcontent,services,andtagsinawiderange oflanguages.Asitecanberenderedinaparticularlanguagetoauserinthatuserslanguageandcanbe switchedtoanotherlanguageonthefly.

ManageabilityandScalabilityThesitescapabilityoffersthefollowingcomponents,features,andfunctionalitytoensurescalable, manageabledeploymentinanenterprise:

Centralmanagement Governance,security,andcomplianceatmultiplelevelsofeveryfeature Operationsmanagement Deploy,secure,configure,backup,monitor,audit,andupdate. CentralAdministration(UI)andWindowsPowerShellsupport Toolsandguidance Enterprisescalability,manageability,andavailability Capacity Topology Performance


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Highavailability SharePointiscentrallymanagedusingtheCentralAdministrationsiteandWindowsPowerShell.It supportsgovernance,security,andcomplianceatmultiplelevels,foralmosteveryfeature.

SharePointServer2010providesgreaterscalability,manageability,andavailability.

CustomizationandExtensibilityThesitescapabilityoffersthefollowingcomponents,features,andfunctionalitytoenableanorganizationto customizeandextendSharePoint: Themingandbranding Outoftheboxsolutions,templates,andWebParts Customsolutions:FromnocodetoMicrosoftVisualStudio Workflow,SharePointDesigner,InfoPathServices,MicrosoftVisioServices,MicrosoftExcelServices, MicrosoftAccessServices Microsoft.NET,MicrosoftSilverlight BusinessConnectivityServices:Interactwithlineofbusinessdata SharePointandclientobjectmodels Webservices,applicationprogramminginterfaces(APIs;SharePointandclientobjectmodels),REST ISVandcommunitysolutions Codeplex:http://www.codeplex.com Manageability:Constrain,debug,manageapplicationlifecycle Followingaresomeimportantpointsrelatedtocustomizationandextensibility: ThemesandbrandingfeaturessupportcustomizingthelookandfeelofSharePointsites. Youcandeliverrichfunctionalsolutionsusingoutoftheboxsolutions,templates,andWebParts. SharePointisaplatformonwhichyoucaneasilycreateanddeploysolutionsfromsimple,nocode solutionstomorecomplexsolutionsdevelopedwithVisualStudio. SharePointprovideswaystointeractwithlineofbusinessapplicationsanddatasources.Oneofthemost importantdataconnectionandinteroperabilityfeaturesisBusinessConnectivityServices. ThereisavastecosystemofcommunityandISVswhosupportandextendSharePoint. WithSharePoint,anenterprisecangovernandmanagecodecustomizationsandextensions.

InteroperabilityandPlatformConsolidationThesitescapabilityoffersthefollowingcomponents,features,andfunctionalitytosupportavarietyof relationshipswithothersystemsinanenterprise: Interoperability Platformconsolidation Replacepointsolutions Integratedcapabilities:Oneplatformforintranet,extranet,andInternet SharePointprovidesaunifiedinfrastructurethatdeliversabroadrangeoffunctionalitythatmighttakeseveral toolsfromothervendorstodeliver,atwhichpointyouhavetoknowhowtointegratethem.Thisinfrastructure givesyouawaytodeploy,secure,manage,maintain,backup,andmonitoroperations.

Question:Whatarethebusinessoutcomessupportedbyinteroperability?

Question:Whatarethebusinessoutcomessupportedbyplatformconsolidation?

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AdditionalReading MicrosoftSharePoint2010Sites(SP2010_Sites_Datasheet.pdf)at http://go.microsoft.com/fwlink/?LinkID=197249&clcid=0x409.


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Communities

Th hecommunities scapabilityenco ompassesmuch hofwhatpeopllethinkofasbu usinesscollabor ration.

En nterpriseCollaborationTh hecommunities scapabilityoffe ersthefollowing gcomponents, features,andfu unctionalitytoenable co ollaborationbet tweenusers: Li ists Fundamentalconstructinwh hichcontentiss stored ts:Calendar,con ntacts,tasks,an nnouncements, surveys Outofboxlist

Li ibraries Fundamentalconstructinwh hichdocuments sarestored Versioncontro ol,checkin,che eckout,docume entworkflows

Al lertsandReally ySimpleSyndica ation(RSS) Businessproce essautomation:Workflows orkflows Outofboxwo uting Documentrou esigner2010 SharePointDe SharePointFou undationdelive ersmuchofthe outofboxente erprisecollabor rationfunctiona alitythatmakes s upthecommu unitiescapability y.

Id dentityandProfileTh hecommunities scapabilityoffe ersthefollowing gcomponents, features,andfu unctionalitytodefineauserandthe us serprofile: MySites Userprofiles

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ActiveDirectoryandothersources Attributes:Biography,jobtitle,location,contactinformation,previousprojects,interests,skills Photos,presence,andcontactcard Organizationalrelationships Manager,teams,colleagues(AddaColleague) Expertise:Assignedorprofessed(AskMeAbout) Socialdatamining SharePointteams OfficeCommunicatorcontacts Emailcommunicationpatternsandcontent

Colleagueandkeywordsuggestion Followingaresomeimportantpointsrelatedtoidentityandprofiles:

MySitesarethesocialnetworkinghubforinteractingwithindividualsinanorganization,designedtohelp buildrelationshipsbetweenusersandtoconnectpeopleinanorganization. UserprofilesareacollectionofattributesthatcanbesynchronizedwithActiveDirectoryandothersources. Userscanalsodefinetheirownattributes.AusersMySiteexposestheusersprofile,andSharePointenables theorganizationandtheindividualtomanagethevisibilityofprofileattributestovariousaudiences. Userphotos,presence,andcontactinformationisdisplayedthroughouttheSharePointUI. Relationshipsaredefinedbyauthoritativesources,suchasActiveDirectory,byusermembershipinteams, andbyuserswhocanaddtheirowncolleagues. ExpertisecanbedefinedcentrallyandbytheuserthroughtheAskMeAboutsectionoftheirprofile. SharePointcandiscoverandsuggestareasofexpertisebyminingtheusersmemberships,contacts,email communicationpatterns,andemailcontent. Throughsuchminingactivities,SharePointcansuggestkeywordsandcolleaguestohelpusersrefinetheir profile.

UserGeneratedContentandUserFeedbackThecommunitiescapabilityoffersthefollowingcomponents,features,andfunctionalitysothatuserscan generateunstructuredcontentandprovidefeedbackregardingcontentofanytype: Usergeneratedcontent Blogs,wikis(withrichmedia),discussions,podcasting,videos Statusupdate MyNetworkfeed Activity RecentActivitiesfeed Userfeedback Share&Tracktabontheribbon Tags Social/contenttaggingandexpertisetagging Tagcloudcontrol Tagprofiles:Communitiesofinterestaroundatag Ratings Noteboard:Commentsandquestions Socialbookmarking Followingaresomeimportantpointsrelatedtousergeneratedcontentanduserfeedback:

Usergeneratedcontenttypicallyreferstolessstructuredformsofcontent,includingblogs,wikis,and discussionforums.Italsoreferstomicrobloggingactivitiessuchaswhenusersupdatetheirstatusoreven simplyauthoradocument.


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Userfeedbackencompassesactivitiesandchannelsthroughwhichusersgiveinputoncontent.Userfeedback informationcanhelpusersdiscoverandmakeuseofcontentbasedonwhatothersthinkofthecontent. ThenoteboardissimilartothewallinFacebook.AusersMySitehasanoteboard,butanysite,library, list,ordocumentcanalsohaveanoteboard. Socialbookmarkingisawaytosharefavoritesiteswithacommunityofusersandtodiscovernewsitesand resourcesfromcolleagueswithsimilarinterests.ItreplacestheMyLinksfeatureinSharePoint 2007.

BusinessCommunitiesBycombiningthepowerofcollaborativecapabilitieswithsocialcomputingtechnologies,SharePointenables anorganizationtoachievethegoalsofboththecustomer(userbase)andmanager(IT)ofthetechnology.

ManageabilityandExtensibilityThecommunitiescapabilityoffersthefollowingcomponents,features,andfunctionalitytoenablean organizationtomanageandextendSharePoint: Security,privacy,andcompliance Centralizedconfigurationandmanagementofbusinesspolicies Monitoring,auditing,andreporting Balancegovernancewithempowerment Extensibility EnterprisesocialnetworkingwithSharePointismanageable,secure,andcompliant.

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Content C

Afundamentalo outputofusersa andbusinessco ollaborationact ivitiesisconten nt.Thecontentcapabilitydeliv vers unctionalitythatsupportsthem managementof fcontentthrou ughoutitslifecy ycle.SharePoint tinteroperates fu withorreplacesothercontentm w managementsy ystems.

Su upportforCo ontentandIn nteractionwit thContentTh hecontentcapa abilityoffersthe efollowingcom mponents,featu ures,andfunctio onalitytosuppo orta tr remendousrang geofcontentan ndadiverseset tofmodalitiesw withwhichtoin nteractwithcon ntent. Supportfora tremendousra angeofcontent t Document ts Records Webconte ent Richmedia a:Audio,video withcontent Interactionw Viewing Editing Coauthoring Output(W WordAutomatio on) Fo ollowingaresom meimportantp pointsrelatedto osupportforco ontentandinte ractionwithcontent:

Userscansto orejustaboutanytypeofcontentinSharePoiint,includingco ontentthathasbeen traditionallys storedindistinc ctsystems. ousmodalitiesinwhichusersc caninteractwit hcontent,inclu udingviewing(i inthe SharePointprovidesnumero nclientapplications),output,e editing,andeve nconcurrentco oauthoring,wit ththeOfficeWeb browserorin Apps.

Question:WhatbusinessoutcomesdoesShare Q ePointssupport tforavarietyo ofcontenttypes sand modalitiesofinte m eractionwithth hecontentfacilitate?


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DocumentandRecordsManagementThecontentcapabilityoffersthefollowingcomponents,features,andfunctionalitytoenableanenterpriseto managedocumentsandrecords: ContentOrganizer:Documentrouting UniquedocumentIDsandpermalinks Documentsets Inplacerecordsmanagement Crossfarmcontentpolicyandrules Access,informationrights Retention,legalholds,disposition Locationbasedpolicy Automaticapplicationofmetadata Documentandrecordsmanagementfeaturesareintegratedintoeverysite. Youcanspecifydocumentroutingrulesthatallowdocumentstobedroppedintoalibraryandthen automaticallymovedtotheappropriatelibrarybasedonmetadataandbusinesslogic. Youcancreatedocumentsets,whicharecollectionsofdocumentsthatcanbetreatedasaunit,witha collectiveversionhistoryandmetadatathatappliestothecollection. You can specify metadata, retention schedules, record declarations, and legal holds and apply them consistently.SharePointprovidesformultistagedispositionofdocuments.Policiescanbelocationbased. SharePointcanautomaticallyapplymetadatabasedonadocumentslocationandotherbusinesslogic.

Followingaresomeimportantpointsrelatedtodocumentandrecordsmanagement:

Question:WhatarethebusinessoutcomessupportedbySharePointssupportforavarietyofcontenttypes andmodalitiesofinteractionwiththecontent?

DefinitionofContentandMetadataThecontentcapabilityoffersthefollowingcomponents,features,andfunctionalitytodefinecontentand metadata,andtherebytocreateandmanagecontent: Structuredandunstructuredcontent Blogs,wikis,discussionforums Definedcontenttypeswithmetadata,workflows,templates,andrightsmanagement ManagedMetadataService Tags:Taxonomy&folksonomy Multilingualmetadata Enterprisecontenttypes Useofmetadata Taggingcontent:Manualandautomatic Visibilityoftags:Item,site,client Metadatadrivennavigation Searchrefiners Followingaresomeimportantpointsrelatedtodefinitionofcontentandmetadata:

SharePointsupportscontentthatisunstructuredandfreeform,suchasblogs,wikis,anddiscussion forums,aswellashighlystructuredcontentandeverythinginbetween. TheManagedMetadataService(MMS),newinSharePoint2010,providesacentralrepositoryand managementcapabilityforwhataregenerallycalledtags.Tagsarearrangedinahierarchicalstructure

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thatcanbedelegatedtoappropriatebusinessowners.Tagscanbecentrallydriven(taxonomy)oruser submitted(folksonomy)orboth,andtagsareenabledformultiplelanguages. TheMMSalsodeployscontenttypesacrosssites,sitecollections,Webapplications,andfarmssothatan enterprisecanmaintainbettercontroloverthedefinitionofandmetadataassociatedwithcontent,aswellas informationmanagementpoliciesforthatcontent. Youcanusemetadata(tags)innumerousways,andSharePoint2010providesavarietyofmethodswith whichtotagcontentandviewtags.Youcanevenhavetagsappliedtocontentautomatically,basedonthe itemslocationorotherrules.Additionally,youcanusemetadatatocreatedynamicnavigationandto providesearchrefiners.

ManageabilityandExtensibilityThecontentcapabilityoffersthefollowingcomponents,features,andfunctionalitytoenablean organizationtomanageandextendSharePoint: Manageability Deployacrosssites,sitecollections,Webapplications,andfarms Secure,configure,andaudituseofmetadata Remotebinarylargeobject(BLOB)storage Integratewithothersystemsandlegacyrepositories Open,highlydocumented,extensibleplatform Supportforinteroperabilitystandards XML,SOAP,RSS,REST,WebDAV,andWSRP Someimportantpointsrelatedtomanageabilityandextensibilityofthecontentcapabilityareasfollows:

TheMMSandotherservicesrelatedtothecontentcapabilityaremanageableandgovernableacrossyour entireenterprise. SharePointcanstorecontentinremotesystems,includingthefilesystem,usingremoteBLOBstorage. SharePointisaplatformthatyoucanextendinnumerousways,anditsupportsmanyinteroperability standards.

Question:Whatarethebusinessoutcomessupportedbyextensibilityandinteroperabilityinthecontent capability?

AdditionalReading MicrosoftSharePointServerContent(SP2010_Content_Datasheet.pdf) at http://go.microsoft.com/fwlink/?LinkID=197250&clcid=0x409.


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Se earch

Userscanbrowse eSharePointsc contentstructur ressites,lists, ,andlibraries forcontent,bu utofcoursesea archingis ftenamoreeffe ectivemeansof flocatingconte ent.Thesearch capabilityissel lfexplanatorya andisdetailedin of Module11. M

Pe eopleandEx xpertiseSearc chTh hesearchcapab bilityoffersthefollowingcomp ponents,featur res,andfunctio nalitytosearch hforpeopleand d ex xpertise: Unlockknowl ledgenotfound dindocuments Communic cations Behaviors Relationsh hips Organizationchartbrowser Search Nicknameandphoneticm matching Recentlya authoredconten nt Peoplean ndexpertisespe ecificrefinemen nt Respon nsibilities,memb berships,pastp projects,interes sts Fo ollowingaresom meimportantp pointsrelatedto opeopleandex xpertisesearch: :

ndexperiences Youcanconn nectwithpeopleandexpertise ebyusingsearc chskills,tools,an sthatyou typicallyapplytosearchingf forcontent. Withpeopleandexpertises search,youcan unlockthekno owledgethatisn notstoredintraditional thevaluethatis sfoundinpeop pletopeopleco onnectionsand socialbehavior r. contentandt SharePoint2010featuresan norganizationb browserthatex xposesavisual,navigableviewof alrelationships. organizationa Inadditionto olookingforpe eopleandexper rtise,youcanus sepeopleande expertisemetad datato improvether relevanceandr refinetheresult tsoftraditionallcontentsearch hes.

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ContentSources,Indexing,andQueryThesearchcapabilityoffersthefollowingcomponents,features,andfunctionalitytomakecontent availableforeffectiveandefficientsearching: Contentsourcesandindexing Supportfor400+structuredandunstructuredcontenttypes Advancedcontentprocessingwithstronglinguistics Eightyfivelanguages Abilitytobuildandmanageconnectionstoexternalcontentrepositories Commonconnectorframework Query Searchscopes Enhancedquerysyntax Thesaurusandnoisewords Phoneticandnicknamepeoplesearch Querysuggestions(Didyoumean?) Followingaresomeimportantpointsrelatedtocontentsources,indexing,andquery:

SharePointisabletoconnecttoandindexastaggeringrangeofcontentsourcesandcontent,andwiththe commonconnectorframework,adevelopercanbuildconnectionstoothercontentsourcesthatcanthenbe managedandqueriedlikeoutofboxcontentsources. Thequeryexperienceisrichandissupportedwithfeaturesthatsignificantlyimproveyourabilitytofind theinformationyouarelookingfor.

ResultsandRelevanceThesearchcapabilityoffersthefollowingcomponents,features,andfunctionalitytoproduceaccurateand helpfulresults: Resultsaresecuritytrimmed. Resultsarefederated. Resultshaveimprovedrelevancebasedonusageandhistory. Resultsarepresentedincontexttotheuserandtheusersprofile. Resultshavesocialrelevance. Clickthroughbehaviorofresultsfromrelatedqueries Socialdistance Relatedsearches. Followingaresomeimportantpointsrelatedtoresultsandrelevance: Usersseeonlyresultsforcontenttowhichtheyhaveaccess. SharePointsearchresultsarefederated,meaningthatyouseeaunifiedlistofresultsfromallquery services. Searchresultsarerelevant,presentedusingalgorithmsthatincludeclickthroughbehavior,usage,history, theusersownprofile,andsocialdistance. SharePointevenlistsrelatedsearchesalongwithsearchresults,therebypointingyoutowardsearch queriesthatmayhelpyoufindtheinformationyouneed.

UserSearchExperienceThesearchcapabilityoffersthefollowingcomponents,features,andfunctionalitytoprovideuserswitharich searchexperience: Results


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Hithighlighting Resultssummaries Visualsearch Thumbnails Previews Viewinbrowser Refinementpanelandsortingdrivenbymetadata Includessocialdistance,otherpeople,andexpertisemetadata Exactresultcountswithrefiners(FAST) Searchfromthedesktop,browser,orWindowsmobiledevice Followingaresomeimportantpointsrelatedtousersearchexperience:

Searchresultsarerich,withhithighlighting,summaries,andvisualsearchfeaturesincluding thumbnails,previews,andviewinbrowser. Metadatadrivenrefinementincludingsocialmetadataprovidesnavigation,sorting,filtering,and narrowingdownyourresults.AddingFASTprovidesexactresultcounts. UserscansearchSharePointfromthedesktopusingWindows7federatedsearch,fromoneofseveral browsersonseveralplatforms,orfromaWindowsmobiledevice.

ManageabilityandExtensibilityThesearchcapabilityoffersthefollowingcomponents,features,andfunctionalitytoenablean organizationtomanageandextendSharePoint: Infrastructure Scalability:Improvedtopology,algorithms,andperformance FASTintegration Manageability Tuneindexandquerybehavior:Relevance,bestbets Monitorusersearchbehavior Extensibility LeveragethequeryobjectmodelandWebParts Createsearchdrivenapplicationstoenrichplatform Integratewithandaggregateothersystemsandinformation Followingaresomeimportantpointsrelatedtomanageabilityandextensibilityofthesearchcapability: SharePointsearchishighlyscalable. FASTenhancestheoutofboxSharePointsearchexperiencewithnumerousperformanceenhancingand valueaddedfeatures. SharePointprovidesaunifiedadministrativeandmanagementexperience. SharePointisextensibletosupportfederation,aggregation,integration,andcustomsearch applications.

AdditionalReading SharePointSearchDatasheet(SP2010_Search_Datasheet.pdf)at http://go.microsoft.com/fwlink/?LinkID=197251&clcid=0x409.

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In nsights

Th heinsightscapa abilityencompa assesfunctionalitythatyoucan nusetoconnec cttodatasourcesandpresentthedata in nmeaningfulwa aysthatsupportdecisionmaking.Itisthecap pabilitythatmo stcloselyaligns swithwhattheindustry re eferstoasbusin nessintelligence e.

In nformationSo ourcesTh heinsightscapa abilityoffersthe efollowingcom mponents,featu ures,andfunctio onalitytoconne ectwith in nformationfrom mabroadrange eofdatasource es: SharePoint BusinessConnectivityServic ces:Externaldat taandsystems Performance ePointServices:Interactivescorecardsanddas shboards VisioServices s:Browserbasedrenderingof Visiodiagrams, ,includingfilter ring,interaction nwithobjects,a and connectionst todata ExcelServices s Secure,ma anage,andshar reExcelworkbo ooks Renderedinthebrowser Embedwo orkbooksinapp ps,desktop,blog gs,andwikis Programm mability:JavaScr riptobjectmode elandRESTAPI SQLAnalysisSer rvices PowerPivot,S Fo ollowingaresom meimportantp pointsrelatedto oinformationso ources:

Withselfserv viceaccesstoin nformation,use erscandiscover randmanageth heiraspectofth hebusinesswit th accesstotherightinformation. BusinessConnectivityServic cesconnectsyou uwithexternal dataandsyste ems. Performance ePointServicesp provideinteract tivescorecards anddashboard ds. VisioServices sprovidesbrow wserbasedrend deringofVisiod diagramsandinc cludesfiltering, ,interactionwit th objects,andc connectionstodatasources.


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WithExcelServices,youcansecure,manage,anduseExcelworkbooksasinteractivereportsrenderedinthe browser.Youcanembedworkbooksinapplications,blogs,andwikisandonthedesktop.New programmabilityfeaturesincludeJavaScriptobjectmodelandRESTAPI. PowerPivotandSQLAnalysisServicesprovidepowerfulreportingandanalysisofverylargedatasets.

PresentationandVisualizationofInformationTheinsightscapabilityoffersthefollowingcomponents,features,andfunctionalitytoaggregate informationandpresentitinmeaningfulandproductiveways: Presentationofinformation Dashboards Scorecards ChartWebPart GeneratechartsfromExcelworkbooks,BusinessConnectivityServices,orSharePointlists StatusIndicatorLists KeyPerformanceIndicator(KPI)detailshighlightingownership,datestamps,andthresholds Analyticsandvisualizations Drilldownfordeeperanalysisandtounderstandissuesandcausality Rootcauseanalysis Decompositiontree Simplifiednavigationandinteractionwithinformation Followingaresomeimportantpointsrelatedtopresentationandvisualizationofinformation:

Dashboardsandscorecardsarecollectionsofinformationcreatedfromreusablecomponentsanddatafrom SharePoint,PerformancePointServices,BusinessConnectivityServices,ExcelServices,VisioServices, PowerPivot,SQLServerAnalysisServices,chartWebParts,statusindicators,andotherWebParts. ChartWebPartgenerateschartsfromExcelworkbooks,BusinessConnectivityServices,orSharePointlists. StatusIndicatorListsshowKeyPerformanceIndicator(KPI)detailshighlightingownership,date stamps,andthresholds. Richanalyticsandvisualizationsproviderootcauseanalysisandthedecompositiontree. Youcandrilldownonscorecardstounderstandissuesandcausalityandtoperformdeeperanalysis.

AdditionalReading MicrosoftSharePointServer2010Insights(SP2010_Insights_Datasheet.pdf)at http://go.microsoft.com/fwlink/?LinkID=197252&clcid=0x409.

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Composites

Th hecompositesc capabilityoffers sthefollowingc components,fe eatures,andfun nctionalitytoem mpoweruserst to cr reatenocodesolutionsthatta argetspecificne eedsandtoena ableanenterprisetomanagea adhocsolutions s: AccessService es:PublishAcce essdatabasesas sWebapps nectivityService es BusinessConn Readwrite eaccesstoback kenddata Disconnec ctedexperience e:MicrosoftOffi iceOutlook,M MicrosoftOffice Word,SharePo ointWorkspace e ns:Browser,SharePointDesign ner Customization Outofbox,Shar rePointDesigner,Visio Workflows:O msorformsbas sedapplication s Forms:CustomizedWebform ractwithobject tsanddata Visio:Publishdiagrams,inter Manageability Governanc ceoverallnocodesolutionsfe eatures Controlov verinfrastructure,data,andap pplications Fo ollowingaresom meimportantp pointsrelatedto othecomposite escapability:

Sh harePointgivesyouaplethora ofwaystocrea ateacustomap pplicationwitho outwritingasin nglelineofcode e.

Th heenterprisega ainscontrolove ersuchcustom applicationsan dcanapplygov vernanceandse ecurity measuresthatar m renotpossiblew whenapplicatio onsareadhoca andnotcentrallymanaged.

AdditionalRea A ading MicrosoftSh harePointComp posites(SP2010_Composites_ _Datasheet.pdf) at http://go.mic crosoft.com/fw wlink/?LinkID=19 97253&clcid=0x x409.


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Lesson2

Preparingf P forShareP 2010 Point

As syoulearnedin nthepreviousle esson,SharePoint2010isapla atformthatitse elfreliesonawiderangeofoth her Microsofttechno M ologyplatforms.BeforeyoucaninstallShareP Point2010,you mustpreparey yourhardwarea and so oftwareenviron nmenttosuppo ortthedependenciesandinter actionswithSh harePointprodu uctsand te echnologies.

Af ftercompleting gthislesson,youwillbeableto o: Identifyther rolesandtopolo ogiesinSharePo ointfarms. Describetheinfrastructurer requirementsfo orinstallingSha arePoint2010. Describetheprerequisitesfo orinstallingSha arePoint2010. InstallthesoftwareprerequisitesforSharePoint. Describetheinteractionbet tweenSharePoi intservices,Act tiveDirectory,a and SQLServer. Createtheva arioususeracco ountsrequiredt toinstallShareP Point. Assignpermis ssionsandright tsrequiredtoin nstallSharePoin nt. Describetheclientbrowserandapplication nrequirements sforinstallingSh harePoint2010 0.

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Ro olesandTopo ologiesinSha arePointFarms s ASharePointfarm mconsistsofon neormoreserv versplayingone eormoreroles. .

heWebfronten nd(WFE)rolere enderscontent ttousers,andt hereforehosts theWebapplic cations(Websit tes) Th withwhichusers w sinteract.

Th hecontentofth hoseWebsitesisstoredinaSQ QLServerdatab base,whichisth hereforeanothe errole,the da atabaserole.

Anumberofserv vicesandapplic cationsprovidefunctionality,s uchassearch,a andadministrat tiveand managementcap m pabilities,sucha asCentralAdministration.Each hoftheseisad distinctrole,and daserverhosti ing on neofthesebackendserviceso oradministrativ vesitesisreferr redtoasplaying ganapplication nserverrole.

yoftopologies. Th herolescanbeconsolidatedonasingleserve erorspreadacro ossmultipleser rversinavariety .These to opologiesaresu ummarizedontheslideandare edetailedinMo odule12,Insta allingandUpgra adingtoShareP Point 20 010.


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In nfrastructureR Requirements

Sh harePointServe er2010isapow werfulplatform thatcanscalet tomeetthemo ostdemandinge enterprisescena arios. As ssuch,thehard dwarerequirem mentsforShareP Pointbeginwith haminimumha ardwarebasew withatleastfou ur pr rocessorcoresr running2.5GHz zand8GBofRA AM.

Sh harePoint2010isa64bitplatf form,andthere eforeyoumust use64bitversionsoftheoperatingsystemo oneach Sh harePointserve erandforSQLSe erver.Windows sServer2008w withServicePack2(64bit)orW WindowsServer2008 R2 2(whichisonly64bit)isrequi ired.

SQ QLServeristherequireddatab baseplatform.S SharePointServ ver2010require esoneofthefo ollowing: SQLServer20 005ServicePac ck3(SP3)withC CumulativeUpd date3(64bit) SQLServer20 008SP1withCu umulativeUpda ate2orCumula ativeUpdate5o orlater(64bit) ) SQLServer20 008R2(whichisonly64bit) Itishighlyrecom mmendedthatyouusethelatestversionsofth heoperatingsystemandSQLS Servertotake dvantageofthe emaximumnum mberoffeatures.Forexample, ,youneedSQL Server2008R2 2totakeadvant tageof ad fa ailover,PowerP Pivot,andAcces ssServicesreportingfeatures.

Ifyouareinvestingininfrastruc ctureforMicros softOfficeShare ePointServer20 007,investin64bittoreducethe umberofstepsrequiredtomig gratetoShareP PointServer201 10.Migrationfro om32bitto64 4bitplatformsis nu de etailedinModu ule12.

AdditionalRea A ading Hardwareandsoftwarereq quirements(Sh harePointServe er2010)at crosoft.com/fw wlink/?LinkID=19 96879&clcid=0x x409. http://go.mic

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In nfrastructureO Options Microsoftallows youtoinstallSharePointonaclientoperatin gsystemtosup M pportdevelopm ment.The fo ollowingaresup pported,withat tleast4GBofR RAM: TheWindowsVistaoperatin ngsystemwithS ServicePack2o orlater(64bit). TheWindows7operatingsy tdevelopment .Suchamodels ystem(64bit)clienttosupport shouldnotbeu usedfor productionpurposes. Yo oucanalsoacce essSharePointt throughahoste edservicesuchasoneofsever ralofferingsfrom mMicrosoftan ndits pa artners,includin ngthefollowing g:

MicrosoftOn nline,whichoffe erstheBusiness sProductivityO OnlineSuite(BPOS),aperuser subscriptionto o SharePointas swellastoMicr rosoftExchange eandMicrosoft tOfficeLiveMee ftOnlinealsoof ffers eting.Microsof dedicatedSha arePointhostingtolargecusto omers. Microsoftwil lloffercustome erstheabilityto ohosttheirpub blicfacingWeb sitesonShareP PointServer 2010.Detailsarenotavailab bleatthetimeo ofpublication. Microsoftsconsumerandsm mallbusinessse ervices,Window wsLiveandOfficeLive,provide esomeSharePo oint .Forexample,a atthetimeofpublicationWind dowsLiveSkyDriveallowsuser rstoeditExcela and functionality. PowerPointd documentsinth hebrowser,whi ichisfunctiona lityprovidedby yOfficeWebAp pps. Yo oucanmixandmatchinternallyhostedfarms swithexternally yhostedservicestomeetvarie edbusiness re equirements.

AdditionalRea A ading SettingUptheDevelopmentEnvironment tforSharePoint tServer,at http://go.mic crosoft.com/fw wlink/?LinkID=16 64557. nline,athttp://w www.microsoft t.com/online. MicrosoftOn


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OverviewofSh O harePointLice ensing

Sh harePointlicens singiscomplexbecauseofthe numberofpro ductsthatareinvolved.Itisim mportantthatyou co onsultwithyourlicensingrepre esentativetoen nsurecomplian nceforyourSha arePointimplem mentation. Th hemosttypicalimplementatio oninvolvespurc chasinglicenses sforWindowsS Server2008orW WindowsServer r2008 R2 2foreachShare ePointserveran ndaquantityof fperuserclient taccesslicense es(CALs)foreac chSharePointuser.SQL Se erveristypically yinstalledwithaperprocessor rlicense,which hdoesnotrequ ireCALsforuse ers.

IfyouareusingS SharePointFoun ndation2010,n noadditionallic enseisrequired d.IfyouareusingSharePointS Server 010,however,y youneedaserv verproductlicenseforeachSh arePointserver randCALsfore eachuser.Share ePoint 20 St tandardCALpro ovidesaccessto othebasiclevelofSharePointS Server2010fun nctionalityinclu udingMySitesa and se earch.WiththeEnterpriseCAL L,whichisanad ddontotheSta andardCAL,you ucandeployfea aturessuchasE Excel Se ervicesandOfficeWebApplica ations.

En nterpriseClie entAccessLic censeTh heEnterpriseCA ALisfororganiz zationslooking toenableadva ncedscenarios sforendusersto olocate,create e,and ac ctondataandd documentsindisparatesource esfromwithina afamiliarandun nifiedinfrastruc cture.Usethe En nterpriseCALca apabilitiesofSh harePointtointe eroperatefully withexternallineofbusiness sapplications,W Web se ervices,andMic crosoftOfficeclientapplication ns;makebetter rdecisionswith richdatavisua alization,dashbo oards, an ndadvancedan nalytics;andbui ildrobustforms sandworkflow wbasedsolution ns.

St tandardClien ntAccessLice enseTh heStandardCALisfororganiza ationslookingto odeployabusin nesscollaborat ionplatformac crossalltypesof co ontent.Usethe corecapabilitie esofSharePointtomanageco ontentandbusin nessprocesses, findandshare in nformationandexpertise,andsimplifyhowpe eopleworktoge etheracrossorg ganizationalboundaries.

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SharePointBootCamp

SharePointeditionsathttp://go.microsoft.com/fwlink/?LinkID=196255&clcid=0x409.


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Ro ole,Software e,andConfigurationPrereq quisites

Th hereisalonglis stofsoftwareandconfiguratio onprerequisites s: Thefollowing gserverroles:W WebServer(IIS) ),ApplicationSe erver HotfixforMicrosoftWindow ws(KB976394fo orWindowsSer rver2008/KB9 976462forWind dowsServer 2008R2) WindowsIde entityFoundatio on(KB974405) MicrosoftSyn ncFrameworkR Runtimev1.0(x x64) MicrosoftChartControlsfor rMicrosoft.NET TFramework3. .5 terPack2.0 MicrosoftFilt QLServer2008A AnalysisServicesADOMD.NET MicrosoftSQ MicrosoftServerSpeechPlatformRuntime(x64) WindowsPow werShell2.0(fo orWindowsServ ver2008) crosoftServerS SpeechRecognitionLanguage Optional:Mic Optional:Mic crosoftSQLServ ver2008R2ReportingService sAddinforSha arePointTechno ologies(SSRS)

AdditionalRea A ading Detailsandlinkstoallprereq quisitescanbe foundatHard dwareandsoftw warerequireme ents" Server2010)athttp://go.micro osoft.com/fwlin nk/?LinkID=196 6879&clcid=0x4 409. (SharePointS

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In nstallingPrere equisites Yo oumustinstallS SQLServerpriortoinstallingotherSharePoin tprerequisites. .

MicrosoftSharePoint2010 M 0ProductsPre eparationToo olMicrosoftShareP M Point2010Prod ductsPreparatio onTool,alsokno ownasthepre requisiteinstall ler,can do ownloadandinstallallofthep prerequisitesfor ryou,automatiically.

To orunthePrepa arationTool,log gonasthesetupuseraccount, ,forexample,S SP_Admin.Thes setupuseracco ount isfurtherdescrib bedinalatertopic.Then,launc chthetoolfrom mtheInstallsof ftware rerequisiteslinkontheShareP PointServer201 10Startpage(D Default.hta),sho owinggraphic, pr owninthefollo or rdirectlybyusingPrerequisite eInstaller.exe.


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Th hePreparationToolscansfore eachprerequisit te.Ifaprerequiisiteisnotfoun nd,thetooldow wnloads,installs s, an ndconfiguresth heprerequisite.

Ifthereisanerro or,forexample, ,ifdownloading gtheprerequis itefails,thetoo olstopsandpro oducesanerror messagethatind m dicateswhichpr rerequisitefaile ed.Youcanfind detailsofthef failureintheerrorlog,which islocatedinthe% %TEMP%folder r.Thetooldispl laysalinktothe elog.Afteryou uhaveremediat tedthe pr roblem,rerunthetool.

Re epeattheproce essuntilallprer requisiteshavebeeninstalleda andconfigured successfully.

OptionalPrere O equisitesTw woprerequisitesareoptional:MicrosoftServe erSpeechReco gnitionLanguag geandMicroso oftSQLServer 20 008R2Reportin ngServicesAddinforSharePointTechnologie s (SSRS).IfthePreparationToolcannotfindo orinstall th heseprerequisit tes,itgenerates sanerror,buty youcancontinu uetothenextst gSharePointServer tepininstalling 20 010.

Question:Doesy Q yourorganizatio onallowserverstoaccesstheI Internetdirectly.Ifnot,whynot?

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AdditionalPrerequisites

Yo oumustinstalla andconfigures severalprerequi isitesmanually. .Usetheinform mationonthisslideasachecklistof pr rerequisitestoe evaluateinthecontextofyour renterpriseand dyourSharePo intimplementa ation.Afterclas ss, re eadaboutthese eitemsanddete erminewhethe ertheyarenece essaryinyouren nvironment. Th heADO.NETDataServiceUpda ateisusedbyse erviceslikeREST TWebservices. .Ifyou us seClaimsbased dauthentication n,youneedtoa applyKB979917 7 (h http://go.micros soft.com/fwlink k/?LinkID=19688 82&clcid=0x409 forASP.NET. 9)

Th hethirdprerequisiteistodisab bleloopbackchecking.Window wsServer2008 (andWindowsServer2008 R2 2)blocksaccess stoaWebsiteiftherequestfo ortheWebsite originatesont heserveritself. .Thispreventsy you fromusingabrow wseronaShare ePointserverto obrowsetoasit teonthesameserverfarm.Of fcourse,itisno ot ecommendedth hatyoulogont toaSharePoint serveranduse abrowserinth heproductione environment,bu utthis re sc cenariomaybemorecommoninadevelopment,testing,ortrainingenviro nment.

However,theloo opbackchecking galsoprevents SharePointserv vicesmostno otablythesearchcrawlerthatindexes harePointconte entfromacces ssingsitesonth hesameserverf farm.Thecraw wlprocesswillge enerateAccess Denied Sh ev vents,andnoco ontentwillbein ndexed.

Th heproblemisso olvedbyremov vingorcontrollingtheloopback kchecking.Mic crosoftKnowled dgeBasearticle 89 96861hasthed details.Theartic clediscussestw wooptions.Met thod1involves specifyingallsiteshostedont the se erversothatthe eserverallowsrequeststotho osesitestoorigi nateonthesam meserver.Method2entails di isablingloopbac ckcheckingalto ogether,foralls sites.Method2 2reducesthese ecurityofthese ervermuchmor re th hanMethod1.T Therefore,Method2isrecomm mendedonlyfo ordevelopment tandtestenviro onments.


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AdditionalReading AnupdateisavailablethatprovidesadditionalfeaturesandimprovementsforADO.NETDataServicesinthe .NET Framework 3.5 SP1 on a computer that is running Windows 7 or Windows Server 2008 R2, at http://go.microsoft.com/fwlink/?LinkID=200826&clcid=0x409. TwoissuesoccurwhenyoudeployanASP.NET2.0basedapplicationonaserverthatisrunningIIS 7.0orIIS7.5inIntegratedmode,athttp://go.microsoft.com/fwlink/?LinkID=196882&clcid=0x409. Youreceiveerror401.1whenyoubrowseaWebsitethatusesIntegratedAuthenticationandishostedon IIS5.1oralaterversion,athttp://go.microsoft.com/fwlink/?LinkID=196884&clcid=0x409.

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Sh harePoint,SQL LServer,andA ActiveDirecto ory Sh harePointhascl loserelationship pswithanddep pendenciesonS SQLServerand ActiveDirector ry.

Ac ctiveDirectoryprovidesidentityandauthenticationservices s.Inotherword ds,itstoresuser raccounts(user rnames an ndpasswords)a andvalidatesac ccountlogons.T Theseservicess supportuserslo oggingontoSha arePointsites.T Theyalso su upporttheacco ountsusedbySh harePointandS SQLservicesthe emselves.

SQ QLServerstores salmostallofth heconfigurationandcontento ofaSharePoint tfarm.SQLServ verservices,like eall Windowsservice W es,runusinganidentity.

Sh harePointservic cesalsorunwithActiveDirecto orycredentials. .Thecredential lsareusedbySh harePointtoac ccess da atainSQLServe er.TheseaccountsmusthaveS SQLloginssoth atSQLcanauth horizetheacces ss.TheseSQLlo ogins ar recreatedautomaticallybySharePointduring gsetupandthecreationofWe ebapplications. .


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Se erviceAccoun nts

Be eforeinstallingSharePoint,you umustensuret thattherearea appropriateacc ounts,logins,andpermissions sto su upporttheinter rdependencies betweenSharePoint,SQLServ ver,ActiveDirec ctory,andtheS SharePointserveritself.

SQ QLServerSer rviceAccount t:SVC_SQLSQ QLServerservic cesuseidentitie es,oraccounts. LikemostWind dowsservices,y youcanuseasp pecialidentitys suchas Sy ystem,Network kService,orLoc calService,buti itisahighlyrec commendedbe stpracticetouseadomainuser ac ccount.IftheSQ QLServerisona adifferentcom mputerthanSha arePointis,itisr eadomainacco ount. requiredtouse

Se etupUserAccount(Huma anBeing):SP_ _AdminTh hesetupuserac ccount,SP_Adm min,isusedbya ahumanbeing toinstallandco onfigureShareP Point.

Duringsetupand dconfiguration, ,SharePointcre eatesSQLdatab basesandlogins s,andmodifiest theserveritself f(for xample,creatinglocalgroups). .SharePointset tupandconfigu urationusesthe ecredentialsofSP_Admintope erform ex su uchtasks,soSP_ _Adminmustbe easecurityadm minanddbcreat torontheSQLs server,andmus stbeamember rofthe lo ocalAdministrat torsgroup.

Th heonlySQLloginthatyoumus stmanuallycrea ateistheloginf forthesetupu ser,SP_Admin, whoactually pe erformstheinit tialsetupofthe efarm.

Se erverFarmAccount:SP_F FarmDuringinstallatio onandconfiguration,thesetup puser,SP_Adm min,assignsanaccounttotheS SharePointfarm m SP_Farm),which histheserviceaccountrepres sentingtheShar rePointfarm. (S

Th heSPFarmacco ountisusedbySharePointtoc configureandm managetheserv verfarm.Itisth heidentityused dby th heCentralAdministrationsites s(applicationpool,andtheide entityusedbyt theTimerservic ce.

Itiscriticalthatt theSP_Farmacc countbeadded dtothelocalAd dministratorsgr rouponeachse erveronwhich harePointwillbeinstalled. Sh

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TheSharePointProductsConfigurationWizardautomaticallyassignstheaccountthepermissionsitneeds.

WebandServiceApplicationPoolAccount(s):SP_ServiceEachWebapplicationrunsinanapplicationpool.Theapplicationpoolidentityisadomainuseraccountthatis functionallyequivalenttoaserviceaccount,withpermissionstoaccessthecontentdatabasefortheWeb applicationontheSQLServer.

Serviceapplications,suchasSearchortheOfficeWebApplications,arealsoWebapplications.Therefore,they alsoruninanapplicationpoolwithadomainuseridentity.

Webandserviceapplicationpoolaccountsaregrantedthepermissionstheyneedautomaticallyduringthe provisioningoftheapplication.

SearchCrawler(Indexer)Account:SP_CrawlThe search crawler account is used to index content. It is automatically granted permissions to read all SharePointcontent.Itshouldbeauniqueaccountthatcannotaccesscontentatanyhigherlevel.Youmust manuallygrant it permissionto readany other contentsourcethat you configureit to index,for example, sharedfoldersonservers.

UserProfileSynchronizationAccount:SP_Sync SharePointuserprofilesynchronizationusesanaccounttosynchronizeprofileattributesbetweenActive DirectoryandSharePoint.ThisaccountisdetailedinModule9,UserProfilesandSocialNetworking.


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CllientBrowser andApplicationRequireme ents

Sh harePoint2010generatesmos stofitscontent usingWebstan ndardXHTMLth hatrenderswellacrossmost br rowsers.Micros softcategorizes sbrowsersintot twocategories Level1andLevel2tohelp pcustomersalig gn br rowserchoicew withthedesired dleveloffunctio onality.

Le evel1browsers ssupportActiveXandallSharePointfunction nalityonuseran ndadministrativ vepages.

O OperatingSystem

Browse er Inte ernetExplorer 7(32bit) Inte ernetExplorer8 8(32bit) Mo ozillaFirefox3.5 5* Note:Featuresprovid dedbyActiveXc controls,sucha aslistDatasheet tview displaysuserpre esenceinforma ation,donotwo orkin andthecontrolthatd aFirefox3.5,w whichdoesnots supportActiveX X. Mozilla InternetExplorer8 8(32bit) Mo ozillaFirefox3.5 5*

WindowsXP WindowsVista WindowsSer rver2003 WindowsSer rver2008

Windows7 WindowsSer rver2008R2

Le evel2browsers ssupportbasicr read,write,and dadministrative eactivities. O OperatingSystem Browse er AppleSafari4.x Mo ozillaFirefox3.5 5

AppleMacOSXSnowLeopa ard WindowsXP WindowsVista WindowsSer rver2003 WindowsSer rver2008

InternetExplorer7(64bit) InternetExplorer8(64bit)

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OperatingSystem Windows7 WindowsServer2008R2 UNIX/Linux8.1

Browser InternetExplorer8(64bit) MozillaFirefox3.5

OtherstandardsbasedbrowsersworkwithSharePointwiththesamelimitationsasLevel2browsers,however Microsofthasnotdoneextensivetestingonbrowsersotherthanthoselistedanddoesnotsupportuseofother browsers.Ifyouwanttouseabrowserotherthanonelistedintheprecedingtables,youshouldperformtesting toensurethatthebrowserdeliversanacceptableuserexperience.

Forpublishedsites,pagedesignerscanapplyWebContentManagementfeaturestocontrolmarkupandstylingso thatpublishedsitesarecompatiblewithadditionalbrowsers,includingMicrosoftInternetExplorer6.However,it isthepagedesignersresponsibilitytocreatepagesthattargetthebrowsersthataredesignatedforsupport.Page designersandcontentauthorsmustuseastandardsbasedbrowser,suchasInternetExplorer8orFirefox3.5,to authorcontent.

SharePointcompatibleapplicationscanprovidearich,clientsideinteractionwithSharePoint.Microsoft Office2003andlaterarecompatiblewithSharePoint.

AdditionalReading PlanBrowserSupport,athttp://go.microsoft.com/fwlink/?LinkID=196887&clcid=0x409.


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Lesson3

In nstallingSharePoint t2010

Yo oucanuseseve eralmethodstoinstallandupg gradeaSharePo oint2010farm. Inthislesson,y youlearnhowtoinstall Sh harePointbyusingthewizarddrivensetupan ndconfiguration ntools,whichm makeiteasytoc createasimple efarm.In th henextlesson,y youlearnabout tmethodstoau utomateinstalla ation,andinMo odule 12 2,youlearnabo outwaystoupg gradeanexistingfarmtoShare ePoint2010.

Af ftercompleting gthislesson,youwillbeableto o: Describetheprocessforinst tallingandconf figuringSharePo oint2010. Identifythec configurationpa arametersrequ uiredtoinstallS SharePoint. InstallShareP Pointtocreatea asingleserverf farm. ConfigureSharePointonasingleserverfarm.

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ProcessforIns stallingandCo onfiguringSharePoint2010 0

In nstallingSharePointisamultiph haseprocess.Th hefourhighlev velstepsforins stallingandconf figuring Sh harePointareth hefollowing: Installtheprerequisites. InstalltheSharePointbinaries. Configurethe eSharePointse erverandfarm. Configureservicesandappli icationsonthe farm.

Yo oucanperform meachphaseusi inguserinterfac cetoolsorcom mmandsorscript ts.Inthefollow wingtopicsandlesson, yo oulearnhowto operformeachofthesesteps.


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ConfigurationP ParametersC Checklist

Be eforeyouinstallSharePointSe erver2010,you mustcollectinf formationthat isrequireddur ringthe in nstallation.Uset thefollowingitemsasapreins stallationcheck list: Youmustkno owtheusernam meandpasswor rdsfortheacco ountsdiscussed intheprevious slesson. Youmustkno owtheSQLServ verservername eandinstancen name. Youwillbepr romptedforac configurationda atabasename,f forexample,Sh harePoint_Conf fig.Determinea anaming strategyforSh harePointdatab bases. Youwillbepr romptedforap portonwhichto ohostCentralA Administration.Youmustdeterminethis. Youwillbepr romptedforafarmpassphrase e.Youmustdet terminethis. Youusethefa armpassphrasewhenmakingc certainchanges stothefarm,fo orexample,whenaddinganew w servertothef farm.Withthefarmpassphras se,anadministr ratorcanperfor rmfarmlevelchangeswithout needingtokn nowthepasswordfortheShare ePointfarmacc count(SP_Farm m).Thefarmpas ssphraseshould dbe long,complex x,uniqueandsh houldnotbethesameasthep passwordusedb byanyoftheSh harePoint administrative eorserviceaccounts.Besuret todocumentth hepasswordand dstoreitinaphysicallysecure e location.

Youmustkno owtheproductkeyortrialkey.Youmustente ertheproductk keyduringsetu up,butyoucanchange itlaterinCentralAdministration.

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Walkthrough:I W InstallSharePo ointtoCreate aSingleServ e verFarm

Th hefollowingste epswalkyouthr roughthemanu ualinstallationofSharePointS Server2010binaries.Duringth hisstep, pr rogramfilesare einstalled,componentsarereg gistered,securit tysettingsarea applied,andser rvicesareconfig gured bu utnotenabled.

In nstallationwiththeuserinterfa aceiswizarddr riven.Aslongas syouknowthe configurationinformation pr resentedearlier rinthislesson,installationisve erystraightforw ward.

1. Logonasthe . esetupuseracc count(SP_Admin). 2. RuntheSharePointServer2 . 2010StartPage e(default.hta).


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Sh harePointServe er2010installat tionnowfeatur resasplashscre een.

3. ClickInstallS . SharePointServ ver.

In nstallationrequi iresadministrat tivecredentials,soaUserAcco ountControldia alogboxappears. r

4. ClickYes. .

5. Enteryourp . productkeyora atrialkey.Youc canchangeitla ater.

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6. ClickIacceptthetermsoft . theagreement.

7. ClickServerFarm. .

Important:Itisrecommendedthatyouuset theServerFarm minstallation.

Th heStandalonei installationfully yinstallsandco onfiguresShareP aults,includingthe PointServer20 10withalldefa in nstallationofSQ QLServer2008E Expressasthed databaseserver onthesamese erver.Theresultisa


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st tandalone,singleserverfarmw withallrolesononeserver.Sta andaloneinstall lationisnotsup pportedonase erver th hatisadomaincontrollerbeca auseSQLServer Expresscannot tbeinstalledon nadomaincont troller.Itisnot po ossibletoaddserverstoafarm mthatwasinsta alledwiththeSt tandaloneinsta allation.Therefo ore,it isrecommended dthatyouuseSt tandaloneonly yforthemostsiimpletestingor rdevelopmente environments. In nallotherscena arios,youshouldusetheServe erFarminstallat tionoption.You umusthavealr readyinstalledS SQL Se erveronthesam meserveroron nanotherserver.However,wit thaServerFarm minstallation,y youhavetheop ptionof, later,movingrolestootherserv versinthefarm.

IfyouselectaServerFarminsta allation,youcan nspecifytheloc cationoftheSh harePointbinari iesandthe Sh harePointRoot(formerlyknow wnasthe12Hiv ve,nowthe14H Hive)intheFile eLocationtab.

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8. SelectComp . plete.

Th heStandalone eoptionpresent tedonthispage eoftheinstallat tionwizardcrea atesasingleserverfarm withallcompone w entsandroles.I Itisnotpossible etoaddanothe erservertoafarmthatwasins stalledwiththeStand al loneoption.Thi isoptionisiden nticaltotheStandaloneinstalla scussedinanea arlierstep. ationoptiondis

In nstallationproce eeds.


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Attheendoftheinstallationphase,theSetupapplicationoffersyouthechancetoproceedtothe Configurationphase.

9. CleartheRuntheSharePointProductsConfigurationWizardnowcheckbox. 10.ClickClose.

TheresultisaSharePointserverthatisreadytoaddtoafarm.Untilyouaddtheservertoafarm,no SharePointfunctionalityisavailableontheserver.

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Walkthrough:C W ConfigureSha arePointonaS SingleServer rFarm Af fterinstallingth heSharePointb binaries,youcan nconfigurethe serverand,int theprocess,cre eatea Sh harePointfarmoraddtheserv vertoanexistin ngfarm.

Co onfigurationwiththeuserinte erfaceiswizard driven.Aslong gasyouknowth heconfiguratio oninformation pr resentedearlier rinthislesson,installationisve erystraightforw ward.

1. Logonasthe . esetupuseracc count(SP_Admin).

2. RuntheSharePointProduct . tsConfiguration nWizard,which hyoucanfindin ntheMicrosoft tSharePoint 2010Produc ctsprogramgro oupontheStar rtmenu.


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3. ClickNext. .

Yo ouarewarnedt thatIISandSha arePointservice eswillberestart ted.

4. ClickYes. .

5. SelectCreate . eanewserverfarm.

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6. Entertheco . onfigurationfortheSQLServerthenameoftheDatabases server(SERVER\ \instanceifyouare connectingt toaspecificinst tanceofSQLSe erver)andtheD Databasename . 7. Enterthefar . rmaccount(SP_ _Farm)usernameandpasswo ord.

8. Enterthefar . rmpassphrase.


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9. Enterthepo . ortnumberonw whichCentralA Administrationw willbehosted. 10 0.Chooseanauthenticationp provider.

NT TLMallowsCen ntralAdministra ationtouseActiveDirectoryas stheauthentica ationprovider.Thisistypically ythebest op ptionforCentra alAdministratio on.

11 1.Reviewthec configuration,a andthenclickN Next.

Configuratio ontakesseveralminutes.

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12.ClickFinish. 2

o onsiteopens. TheSharePoint2010CentralAdministratio


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Lesson4

AdvancedInstallatio A onofShare ePoint201 10

Manualinstallati M ionandconfiguration,asprese entedinthepre eviouslesson,istimeconsumin ngandprone to oinconsistentim mplementation.Inthislesson, youlearnhowt toscripttheins stallationandco onfigurationof f Sh harePoint.Youa alsolearnhowt toinstallalang guagepack. Af ftercompleting gthislesson,youwillbeableto o: PerformascriptedinstallationofSharePoin ntprerequisites s. PerformascriptedinstallationofSharePoin ntServer2010. Executeascr riptedconfigura ationofSharePo ointandaShare ePointfarm. InstallShareP Pointlanguagepacks.

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OverviewofSc O criptedInstallation

By yscriptinginsta allation,anorga anizationcanreducethetimer requiredtodep ployaSharePoin ntserver.Script ting alsoensuresthat tconfigurationisappliedconsistently,andthe ereforereduces sthechancefor rerrorsand ailure.Scriptingisalsorequired dtoautomatetheprovisioning gofSharePoint. . fa

Th herearethreed differentmecha anismsforscriptingSharePoint tinstallationan ndconfiguration n,one mechanismforeachofthephas m sesofinstallatio on.


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Sc criptedInstalllationofPrere equisites

Manyorganizatio M onsdonotallow wserverstohav vedirectaccess stotheInternet t.ThePreparationToolcanbe edirected to oinstallprerequ uisitesfromasp pecificlocation,ratherthando ownloadingprer requisitesfromtheDownloads sCenter at tMicrosoft.com m.

First,youmustdownloadallpre erequisites.Youcanfindlinkst toprerequisitesbyusingoneo ofthe ollowingtwoop ptions: fo Linkstoprere equisitesarelist tedathttp://go o.microsoft.com m/fwlink/?LinkID=196879&clcid=0x409. RunthePrep parationToolan ndexaminethelogforerrorm essagesthatar regeneratedwh henthetool attemptstod downloadeachprerequisite.Th heURLtothea ttempteddown nloadislisted. Pr rerequisiteInsta aller.exesuppor rtsparameterst thatspecifythe elocationofeac chprerequisite. .Thesyntaxofe each pa arameteris/Pre erequisiteName e:PathToInstalla ationFile.ThePr rerequisiteNam meparametersarelistedonthe eslide. Th hepathcanbealocalorUnive ersalNamingCo onvention(UNC C)pathtowhich hthesetupuser r(SP_Admin)ac ccount us sedtorunthep prerequisiteinst tallerhasReadpermission.

Th he/unattended dparametercau usesthePrepara ationTooltoru uninsilent,unattendedmode.Nopromptsor r messagesaredisplayed.Usethis m smodeonlywh henyouarecon nfidentthatpre requisiteinstallationwillbesu uccessful.

Yo oucantypePre erequisiteInstal ller.exe/?todisplaythehelpd documentation nfortheswitche es.

using Nowthatyouknowtheparame etersofPrerequ uisiteInstaller.ex xe,youcanscrip ptprerequisiteinstallationbyu on neoftwomethods:

Openthecom mmandprompt tandtypeacom mmandlinewit thPrerequisiteIn nstaller.exeand dallofthe switchesona asinglecomman ndline. adandenterall lswitchesonas singleline.Save ethefileas OpenNotepa PrerequisiteIn nstallerArguments.txtinthesa amefolderasPr rerequisiteInsta aller.exe.Then,run PrerequisiteIn nstaller.exe.Ita automaticallylo ooksforthearg gumentsfile,cal lled PrerequisiteIn nstallerArguments.txt,inthew workingdirecto ry. Yo oucreateaPrer requisiteInstalle erArguments.txt tfileinthelab forthismodule e.

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Sc criptedInstalllationof Share ePointServer r

Yo oucanscripttheinstallationof fSharePointbin nariesbyspecify yinginstallation nparametersin nanExtensible MarkupLanguag M ge(XML)filenam medConfig.xml lbydefault.

MicrosoftprovidessampleConf M fig.xmlfilesinth heSharePointd distribution.You ucansimplymo odifythese fil lestomatchyourenvironment.Inmostcases s,youneedonly ytoremovethe ecommenttags s() an ndenteravalid dproductID.

Th hefollowingCo onfig.xmlfileins stallsaSharePointserverusing gtheServerFarm minstallationo optionandthe Co ompleteserver type. eId="sts"> "OwnerAlias""Template$template

Where:

istheURLofthesitecollectionyouwanttocreate. TheOwnerAliasparametersvaluedefinestheprimarysitecollectionadministrator. TheSecondaryOwnerAliasparameterdefinesthesecondarysitecollectionadministrator. TheTemplateparametersvaluespecifiesthesitedefinitionforthetoplevelsiteinthisexample,STS#0, theTeamSitetemplate.

DeleteaSiteCollectionWhenyoudeleteasitecollection,youpermanentlydestroyallcontentanduserinformationinthesite collection,whichincludesthetoplevelsiteandallsubsites. DeleteaSiteCollectionbyUsingCentralAdministration 1. IntheCentralAdministrationWebsite,intheQuickLaunch,clickApplicationManagement.

2. OntheApplicationManagementpage,intheSiteCollectionssection,clickDeleteasitecollection.

TheDeleteSiteCollectionpageopens.

3. OntheDeleteSiteCollectionpage,expandtheSiteCollectionlist,andthenclickChangeSite Collection.

UsetheSelectSiteCollectionpagetoselectasitecollection: IntheWebApplicationdropdownlist,clickthedownarrow,andthenclickChangeWeb Application. TheSelectWebApplicationdialogboxappears. 2. ClickthenameoftheWebapplicationthatcontainsthesitecollectionthatyouwanttodelete. RelativeURLsofsitesinthesitecollectionsoftheWebapplicationthatyouhaveselectedappearonthe SelectSiteCollectiondialogbox. 3. ClicktherelativeURLofthesitecollectionthatyouwanttodelete,andthenclickOK. 4. ReadtheWarningsectionandverifythatthesitecollectioninformationiscorrect. 5. OntheDeleteSiteCollectionpage,clickDelete.

1.

Thesitecollectionthatyouselectisdeleted.

DeleteaSiteCollectionbyUsingWindowsPowerShell ThefollowingexampleshowstheuseoftheRemoveSPSitecmdlettodeleteasitecollection: RemoveSPSiteIdentity""GradualDelete

Where:

istheURLofthesitecollectionyouwanttodelete. TheGradualDeleteparameterspecifiesthatyouusegradualdeletion,whichreducestheloadonthesystem duringthedeletionprocess.

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SharePointBootCamp

Deleteasitecollection(SharePointServer2010)at http://go.microsoft.com/fwlink/?LinkID=192706&clcid=0x409.

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SiiteCollectionSettings

Af ftercreatingthesitecollection n,youshouldco onfiguresitecolllectionsettings s.InCentralAdm ministration,th hisis do oneontheApp plicationManag gementpage.

InSharePoin nt2010CentralAdministration nQuickLaunch h,clickApplicati ionManageme ent.

Ownership,Ad O dministration n,andAccess sSitecollectionow wnerstheprim maryandsecondarysitecollect tionadministra torsofasiteco ollectionrece eive uotaandautod deletionnotices s.Inaddition,th heyhaveallthe erightsassociat tedwithsitecol llectionadminis strators. qu As ssignSiteCollec ctionOwnersby yUsingCentral lAdministratio on 1. InSharePoin . nt2010CentralAdministration nQuickLaunch h,clickApplicati ionManageme ent. 2. OntheSiteC . CollectionAdm ministratorspage,intheSiteCo ollectionsectio n,confirmthatthesitecollect tion forwhichyo ouwanttoassig gnownershipis selected.

Ifnot,expan ndtheSiteColle ectiondropdow wnlist,andthe enclickChange SiteCollection.Usethe SelectSiteC Collectionpagetoselectthesit tecollection:

1. Confirm mthattheWebApplicationlist tdisplaystheW Webapplication thatcontainsthesite collectionforwhichyo ouwanttoassig gnownership. Ifnot,e expandtheWeb bApplicationlist,andthenclic ckChangeWeb bApplication.O OntheSelect WebAp pplicationpage e,clicktheWeb bapplication. 2. IntheU URLlist,clickthe esitecollection n. 3. ClickOK K. 3. InthePrima . arysitecollectio onadministrato orbox,typethe enameofthep primaryowner,usingtheformat, DOMAIN\us sername. esecondaryow 4. IntheSecon . ndarysitecollec ctionadministr ratorbox,typet thenameofthe wner,using theformat,DOMAIN\usern name. 5. ClickOK. .

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AssignSiteCollectionOwnersbyUsingWindowsPowerShell Thefollowingexampleshowstheuseofthecmdletcmdlettoassignthesitecollectionowners: SetSPSiteIdentity""OwnerAlias""SecondaryOwnerAlias ""

Where:

istheURLofthesitecollectiontowhichyouwanttoaddasitecollection administrator. isthenameoftheuserwhomyouwanttoaddasasitecollectionowner. TheOwnerAliasparameterdefinestheprimarysitecollectionadministrator. TheSecondaryOwnerAliasparameterdefinesthesecondarysitecollectionadministrator.

AssignSiteCollectionAdministrators Sitecollectionadministratorsareownersofthesitecollection.Theyaregivenfullcontrolofthesitecollection andalwayshavetheabilitytochangepermissionsonobjectswithinthesitecollection.Theyalsohave permissiontoperformawiderangeofadministrativetaskswithinthesitecollection.

1. Inthetoplevelsiteofasitecollection,clickSiteActions,andthenclickSiteSettings. 2. ClickSiteCollectionAdministrators. 3. IntheSiteCollectionAdministratorsbox,typethenamesofthesitecollectionadministrators, separatedbysemicolons. 4. ClickOK.

WhereasyoucanassigntwositecollectionownersinCentralAdministration,youcanassignmorethantwosite collectionadministratorswithinthesitecollection. TwoSetsofSiteCollectionAdministrators SitecollectionownersassignedinCentralAdministrationreceiveemailnotificationsrelatedtositeusageand quotas.Otherwise,thepermissionsandcapabilitiesofthetwotypesofsitecollectionadministratorsareidentical.

AfarmadministratorcanassigntheprimaryandsecondarysitecollectionadministratorsinCentral Administration.Asitecollectionadministratorcanaddorremovesitecollectionadministratorsinthesite collectionsettings. AssignPermissionstotheTopLevelSite EachSharePointsitehasatleastthreedefaultgroups:Owners,Members,andVisitors.Thesethreegroupshave fullcontrol,contribute,andreadpermissionrespectively.

1. ClickSiteActions,andthenclickSitePermissions. 2. Clickthenameofagrouptowhichyouwanttoaddmembers,forexample,ContosoIntranetVisitors. 3. ClickNew.

TheGrantPermissionspageopens.

4. IntheUsers/Groupsbox,typethenameofusersorgroupsthatyouwanttoaddtotheselected SharePointgroup,andthenclickOK.

Togiveallauthenticateduserstheabilitytobrowseasite,addtheDomainUsersgrouptotheVisitorsgroup ofthesite.


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AdditionalRea A ading

Addorrem movesitecollect tionadministrat tors(SharePoi ntServer2010) )at http://go.microsoft.com/fw wlink/?LinkID=1 192707&clcid=0 0x409.

Quotas QOneoftheimportantsitecollec ctionsettingsis thequotatemp plateassociated dwiththesitec collection.

Aquotatemplate especifiesthem maximumstoragepermittedfo oreachsiteina asitecollection. .Quotasalsode efine th heresourceutilizationlimitsfo orSandboxedSo olutions.Sandbo oxedSolutionsa arediscussedin nModule7, M ManagingShare ePointCustomiz zations.

Quotasdefinethefollowing: Q

Storagelimit t(inMB)

Thestoragewarninglevela atwhichsitecol llectionowners s(primaryands secondarysitec collection administrato ors)arenotified dthatthesiteis sapproachingit tsstoragelimit. Thisvaluemus stbelowerthan n thestoragelimit.

ResourceusagelimitforSandboxedSolutions(perday). velatwhichsite ecollectionown ners(primaryandsecondarysitecollection Resourceusagewarninglev administrato ors)arenotified dthatthesiteis sapproachingit tsresourceusag gelimit.Thisvaluemustbelow wer thantheres sourceusagelim mit.

Cr reateorModify yaQuotaTemp plate Quotatemplates Q saredefinedatthefarmlevel.Whenyoucrea ateaquotatem mplate,yousimplifythe managementofs m storagelimitso onnewsitecolle ections.

1. IntheCentralAdministrationQuickLaunc . ch,clickApplica ationManagem ment. 2. OntheApplicationManage . ementpage,intheSiteCollect tionssection,clickSpecifyquo otatemplates.

TheQuotaT Templatespageopens.

Youcancrea ate,modify,ordeleteaquota templatefrom theQuotaTem mplatespage.

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3. OntheQuotaTemplatespage,intheTemplateNamesection,intheTemplatetomodifylist, selectthetemplatethatyouwanttochange.Alternately,tocreateanewquotatemplate,clickCreateanew quotatemplateandthen,intheNewtemplatenamebox,typeanameforanewquotatemplate. 4. IntheStorageLimitValuessection,specifythevaluesthatyouwanttoapplytothetemplate.

Ifyouwanttomodifytheamountofdatathatcanbestoredinthedatabase,selecttheLimitsite storagetoamaximumofcheckbox,andtypethenewstoragelimit,inmegabytes,inthetextbox.

Ifyouwantanemailmessagetobesenttothesitecollectionadministratorwhenastorage thresholdisreached,selecttheSendwarningEmailwhenSiteCollectionstoragereachescheckbox, andthentypethethreshold,inmegabytes,inthebox.

5. IntheSandboxedSolutionsWithCodeLimitssection,setthevaluesforatemplateforSandboxed Solutions.

IfyouwanttolimittheresourceusageofSandboxedSolutionsinthesitecollection,selecttheLimit maximumusageperdaytocheckbox,andthentypethedailyresourceusagelimit,inpoints,inthe textbox.

Ifyouwantanemailmessagetobesenttothesitecollectionadministratorwhenaresourceusage thresholdisreached,selecttheSendwarningemailwhenusageperdayreachescheckbox,andthen typethedailyresourceusagewarninglimit,inpoints,inthebox.

Apointisarelativemeasurementofresourceusage,forexample,CPUcycles,memory,orpagefaults. Pointsenablecomparisonsbetweenmeasurementsofresourceusagethatcouldnotbecompared otherwise.SeeModule7,ManagingSharePointCustomizations,formoredetailaboutSandboxed Solutions.

6. ClickOK.

ApplyaQuotaTemplatetoaSiteCollection Asitecollectioncanbeassociatedwithoneofthefarm'squotatemplates.Whenanewsiteiscreatedinthesite collectionsection,thepropertiesofthequotatemplatesareappliedtothesite.

1. IntheCentralAdministrationQuickLaunch,clickApplicationManagement. 2. OntheApplicationManagementpage,intheSiteCollectionssection,clickConfigurequotasandlocks.

TheSiteCollectionQuotasandLockspageopens.


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3. Ifyouwantt . tochangetheselectedsitecollection,intheS SiteCollections section,expand dtheSiteCollec ction list,andthenclickChangeS SiteCollection.UsetheSelect tSiteCollection npagetoselectasitecollection n. 4. OntheSiteC . CollectionQuot tasandLocksp page,intheSite eQuotaInforma ationsection,e expandthe Currentquo otatemplatelist,andthensele ectthenewquo otatemplateto oapply. 5. ClickOK. .

Up pdatingQuotas s Ifyouupdateaq quotatemplate, ,orupdatethe sitecollectionq quota,thechan ngedoesnotap pplytoexistings sites.To pdatequotason nexistingsites,youcanuseWindowsPowerS ShellsSetSPSite ecmdletwithth heMaxSize up pa arameter.

Si iteCollection nLocksYo oucanapplyloc ckstopreventu usersfromacce essingormodify yingcontentina asitecollection n.

Th hefollowingtab bledescribesthelockingoptionsthatareavaiilableinMicrosoftSharePointS Server2010.

ption Op No otlocked Ad ddingcontentp prevented

Description Unlocksthesitecollectionandmakesitav vailabletousers s. Preventsuse ersfromadding gnewcontentt tothesite collection.U Updatesandde letionsarestillallowed. Preventsuse ersfromadding g,updating,ord deletingconten nt. Preventsacc cesstocontent tcompletely.Us serswhoattemptto accessthes itereceiveana accessdeniedm message.

Re eadonly(blocks sadditions,upd dates,and de eletions) No oaccess

To oLockorUnloc ckaSiteCollecti ionbyUsingCe entralAdministr ration 1. InCentralAd . dministration,c clickApplicatio onManagemen nt. 2. OntheApplicationManage . ementpage,intheSiteCollect tionssection,clickConfigureq quotasandlock ks.

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3. Ifyouwanttochangetheselectedsitecollection,intheSiteCollectionsection,ontheSiteCollectionmenu, clickChangeSiteCollection.UsetheSelectSiteCollectionpagetoselectasitecollection. 4. OntheSiteCollectionQuotasandLockspage,intheSiteLockInformationsection,selectoneof thefollowingoptions:

Notlocked.Tounlockthesitecollectionandmakeitavailabletousers.

Addingcontentprevented.Topreventusersfromaddingnewcontenttothesitecollection. Updatesanddeletionsarestillallowed.

Readonly(blocksadditions,updates,anddeletions).Topreventusersfromadding,updating, ordeletingcontent.

Noaccess.Topreventaccesstocontentcompletely.Userswhoattempttoaccessthesitereceivean accessdeniedmessage.

5. IfyouselectAddingcontentprevented,Readonly(blocksadditions,updates,anddeletions),or Noaccess,typeareasonforthelockintheAdditionallockinformationbox. 6. ClickOK.

LockorUnlockaSiteCollectionbyUsingWindowsPowerShell ThefollowingexampleshowstheuseoftheSetSPSitecmdletwiththeLockStateparametertolockorunlocka site.SetSPSiteIdentity""LockState""

Where:

istheURLofthesitecollectionthatyouwanttolockorunlock. isoneofthefollowingvalues: Unlock.Tounlockthesitecollectionandmakeitavailabletousers. NoAdditions.Topreventusersfromaddingnewcontenttothesitecollection.Updatesand deletionsarestillallowed. ReadOnly.Topreventusersfromadding,updating,ordeletingcontent. NoAccess.Topreventaccesstocontentcompletely.Userswhoattempttoaccessthesitereceivean accessdeniedmessage.

AdditionalReading Managesitecollectionstoragelimits(SharePointServer2010)at http://go.microsoft.com/fwlink/?LinkID=192708&clcid=0x409.


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Su ubsites,SiteC Collections,an ndContent Databases

Su ubsitesAsitecollectionc cancontainone eormoresites. .Belowthetop levelsite,youc cancreateaddi itionalsites,also ca alledsubsitesor rsubwebs.

Th heprecedingdiagramshowssu ubsitesforHRandEngineering g.TheURLforH HRwouldbe ht ttp://intranet.co ontoso.com/HR Thesitehiera R. archycanbeeve endeeper,butbeawareofthe260characte erURL le engthlimit.

MultipleSiteC M CollectionsAnumberofgov vernancecontro ols,includingcontentownersh ipandquotaco onfiguration,areconfiguredat tthe tecollectionlev vel.Governance eobjectivesofte endriveorganiz zationstocreat temultiplesitecollectionsthat t sit co onfigureunique epropertiesforeachsitecollec ction.

MultipleConte M entDatabase esTh hecontentfrom mallsitesinasitecollectionisstoredintheco ontentdatabase e.Asitecollecti ioncannotspan n morethanonecontentdatabas m se.Thecontent databaseisthe ecorecompone entofstoragem management, in ncludingbackup pandrestore.

Be ecauseofthisre elationshipbetw weencontentd databasesandst toragemanage ement,governanceandservice e le evelagreements softendriveanorganizationto ocreatemultip lesitecollectio onssothatsitec collectionscan be edistributedac crosscontentda atabases.

Th heonlywaytos storesitesinseparatecontentdatabasesisto oputsitesinsep paratesitecolle ections.

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ManagedPath M hs To ocreateanewsitecollectionw withinaWebap pplication,there emustbeama anagedpathatwhichtocreate ethesite co ollection.

Amanagedpathisaportionoft theURInamesp pacewherethesitecollections sexist.Amanag gedpathisnotd directly mappedtoconte m entwithintheW Webapplication n.Instead,itisu usedbySharePo ointasanames space(path)node wheresitecollec w ctionscanbecre eated.

An nexplicitmanagedpathisusefulforcreating onlyasinglesit tecollection,at ttheexactURL Lspecified.Fore example, th hedefault(root t)managedpat thforourintra anetsiteishttp p://intranet.con ntoso.com/ and dasinglesitecollection ca anbecreatedat tthatexactURL.

Awildcardmanagedpath,forex xample,http:// /intranet.contos so.com/sites/ in ndicatesthatch hildURLsofthepath resitecollections.Awildcardm managedpaths suchassites/alllowsforunlimit tednumberofs sitecollections tobe ar cr reateddirectlyu undertheprovi idedpath.Itisimportanttono otethatasiteco ollection(andt therefore,aWe ebsite) ca annotbecreate edatthisexplici itURL.

Th hedefaultmanagedpath,crea atedwhenyouc createanynew wWebapplicatio on,issites/.How wever,youcandefine managedpathsw m withotherdescriptivenamessuchasdepts(fo ordepartments s),teams,clients,orprojects.

Managedpathsa M allowaSharePo ointservertoreceivearequest tintheformof aURIandtode eterminewhich hpartof th heURIcorrespondstoasitecollection,bylook kingatthelisto ofmanagedpat thsforagivenW WebApplication. Sh harePointcanth hengototheco orrectcontentdatabaseofthe esitecollection ntoretrievethe econtentbased donthe re emainingportio onoftheURI.

Th hismeansthatS SharePointhastolookatevery ymanagedpath hforeachrequ est.SoMicroso oftonly su upportsupto20 0managedpath hsperWebapp plication. Ad ddManagedPathsforaWeb bApplicationby yUsingCentralA Administration n 1. OntheShare . ePoint2010CentralAdministrationWebsite e,intheQuickL Launch,clickAp pplication Managemen nt.

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2. 3. 4. 5. 6. 7.

OntheApplicationManagementpage,clickManagewebapplications. ClicktheWebapplicationforwhichyouwanttomanagepaths.Theribbonbecomesactive. Ontheribbon,clickManagedPaths. OntheDefineManagedPathspage,intheAddaNewPathsection,typethepathyouwanttoinclude. ClickCheckURLtoconfirmthepathname. UsetheTypedropdownmenutoidentifythepathaseitherWildcardinclusionorExplicitinclusion. TheWildcardinclusiontypeincludesallURLsthatareimmediatelysubordinatetothespecified URL.

TheExplicitinclusiontypeincludesonlytheURLthatisindicatedbythespecifiedpath.

8. ClickAddPath. 9. Whenyouhavefinishedaddingpaths,clickOK.

RemoveManagedPathsforaWebApplicationbyUsingCentralAdministration 1. OntheSharePoint2010CentralAdministrationWebsite,intheQuickLaunch,clickApplication Management. 2. OntheApplicationManagementpage,clickManageWebApplications. 3. ClicktheWebapplicationthatyouwanttomanagepaths.

Theribbonbecomesactive.

4. Ontheribbon,clickManagedPaths. 5. OntheDefineManagedPathspage,intheIncludedPathssection,clickthecheckboxnexttothepaththat youwanttoremove. 6. ClickDeleteselectedpaths.

Warning:Deletionisimmediate.Youwillhavenoadditionalopportunitytoconfirm.

7. Whenyouhavefinishedremovingpaths,clickOK.

AddaManagedPathbyUsingWindowsPowerShell ThefollowingexampleshowstheuseofthecmdletnamedcmdlettoaddamanagedpathtoaWeb application:NewSPManagedPath[RelativeURL]""WebApplication

Where:

istherelativeURLforthenewmanagedpath.ThetypemustbeavalidpartialURL,suchas siteorsites/teams/. istheURLoftheWebapplicationtowhichthemanagedpathwillbeadded.

RemoveaManagedPathbyUsingWindowsPowerShell ThefollowingexampleshowstheuseofthecmdletcmdlettoaddamanagedpathtoaWebapplication: RemoveSPManagedPath[Identity]WebApplication

Where:

isthenameofthemanagedpathtodelete.

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istheURLoftheWebapplicationthathoststhemanagedpathtodelete.

AdditionalReading

SharePoint101:ManagedPaths,athttp://go.microsoft.com/fwlink/?LinkID=192710&clcid=0x409. Definemanagedpaths(SharePointServer2010)at http://go.microsoft.com/fwlink/?LinkID=192709&clcid=0x409.


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ContentDatab bases

Si iteCollection nsandConten ntDatabasesAsitecollectioni ishostedinone econtentdatab base.Asitecolle ectioncannotsp panacrosscont tentdatabases.

verytoolsrequiretherestorati ionofacontent tdatabase.The etimerequiredtorestoreacon ntent Outofboxrecov atabaseshouldbewithintheserviceleveldef finedbyyourSh harePointgover rnanceplan.Al largecontent da da atabasemaytak kesolongtorestorethatyoum mightfailtoach hieveyourserv vicelevelobject tive.

Sc calabilityFr rom a logical storage management perspec s ctive, it would make sense fo each site to be a separat site or o te co ollectionin a se eparateconten database.Ho nt owever,for per rformancereas sons,suchan approachisofte not en fe easible.Infact,s severalscalabili ityguidelinesap pplytoSharePo ointServer2010 0.

Be ecomeawareofscalabilitybou undaries:

tdatabasesperWebapplicatio onaresupporte ed. 300content Additionally y,theRAMandperformanceof fyourSQLServ verlimitsthetot talnumberofc content databasesth hatshouldbeho ostedonthatse erver.

200GBperc contentdataba aseissupported d. Contentdatabasesizesupt to1terabytear resupportedon nlyforlarge,sin nglesiterepositoriesandarchives withnonco ollaborativeI/Oandusagepatterns,suchasRe ecordsCenters. .Largerdatabas sesizesaresupported forthesesce enariosbecause etheirI/Opatte ernsandtypicalldatastructure eformatshaveb beendesignedf for, andtesteda at,largerscales.

100GBpers sitecollectionaresupported.If facontentdata abasecontains onlyonesiteco ollection,thent thesite collectionca anbeupto200 0GB.

250,000Websitespersitec collectionaresupported.Upto o2,000subsites sofagivenWebsiteare supported.

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Whendesigningastrategyforcontentdatabases,consideryourservicelevelobjectives.Includetherecoverytime objective(howquicklyyourdeletedorcorruptedcontentisbroughtbackonline)andyourrecoverypoint objective(howfarbackintimeareyourhistoricalbackupsmaintained)?Youmustalsoconsiderperformance, suchasthescalabilityguidelinesmentionedabove.

AdditionalReading

SharePointServer2010CapacityManagement:SoftwareBoundariesandLimitsat http://go.microsoft.com/fwlink/?LinkID=192711&clcid=0x409.

CreateaContentDatabaseWhenyoucreateaWebapplication,youspecifythenameoftheinitialcontentdatabase.Youcanlatercreate additionalcontentdatabasesfortheWebapplication.

AddaContentDatabasebyUsingCentralAdministration 1. IntheCentralAdministrationQuickLaunch,clickApplicationManagement. 2. IntheDatabasessection,clickManagecontentdatabases. 3. OntheManageContentDatabasespage,intheWebApplicationsection,ensurethatyouarefocused ontheWebapplicationinwhichyouwanttocreateasitecollection.

Ifnecessary,clicktheWebapplicationpicker,andthenclickChangeWebApplication.Clickthecorrect Webapplication.

4. ClickAddacontentdatabase. 5. IntheDatabaseNamebox,typeanameforthedatabase,forexample,WSS_Content_Intranet_IT.

Usethenamingstandardsofyourorganizationtodeterminethename.

6. ClickOK.

AddaContentDatabasebyUsingWindowsPowerShell ThefollowingexampleshowstheuseoftheNewSPContentDatabasecmdlettocreateanewcontent database:NewSPContentDatabaseNameWebApplication

Where:

isthenameofthecontentdatabasethatyouwanttocreate. isthenameoftheWebapplicationtowhichthenewdatabaseisattached.

AdditionalReading

Addacontentdatabase(SharePointServer2010)at http://go.microsoft.com/fwlink/?LinkID=192712&clcid=0x409.

AddaSiteCollectiontoaContentDatabasesAfteryoucreateacontentdatabase,youcancreatesitecollectionsinthatcontentdatabase.

WhenyouuseCentralAdministrationtocreateasitecollection,CentralAdministrationautomaticallydetermines whichcontentdatabasewillcontainthesitecollection.YoucannotspecifyacontentdatabaseinCentral Administration.

Instead,eachcontentdatabaseisevaluatedtodeterminewhichcontentdatabasehasthemostavailablesites, basedonthecontentdatabasesmaximumsitespropertyandthecurrentnumberofsitesinthecontent database.Thecontentdatabasewiththemostavailablesitesisusedtohostanewsitecollection.

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Itsimportanttomentionthatthesizeofthecontentdatabaseisnottakenintoconsideration.

Intheeventthatmorethanonecontentdatabasehasthesamenumberofavailablesites,thecontent databasewiththelowestGUIDisselectedasatiebreaker.

Asyoucansee,thelackoffinegrainedcontrolinCentralAdministrationcanbeproblematicwhenyouare tryingtomanagetheassociationofsitecollectionstocontentdatabases.

TheContentDatabaseparameteroftheNewSPSitecmdletcanbeusedtocreateasitecollectioninaspecific contentdatabase.

YoucanmovesitecollectionsbetweencontentdatabasesbyusingWindowsPowerShell.

ThefollowingexampleshowstheuseoftheMoveSPSitecmdlettomoveasitecollectionbetweencontent databases:MoveSPSiteD

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