Professional SharePoint 2010 Development Book

INTRODUCTION xxv

CHAPTER 1: INTRODUCTION TO SHAREPOINT 2010 1

What’s New in the SharePoint Platform and Tools 1

Language Integrated Query 2

List Enhancements 2

Business Connectivity Services 2

Silverlight Integration 2

Client-Side OM 3

Web 2.0 Protocols and New Standards 3

Sandbox Solutions and Resource Governors 3

SharePoint Designer 4

Visio and Access Services 4

InfoPath (Forms, List Forms, Mobile Forms) 4

Visual Studio 5

Web Solution Packages 5

Developer Dashboard 5

What’s New in Collaboration/Social Computing 5

Enhanced Blogs and Wikis 6

Social Tagging and Ratings 6

Activity Feeds 6

Social Bookmarking 6

Organization Browser 7

Outlook Social Newsfeeds and Expertise 7

Mobile Client 7

Social Search 7

What’s New in Search 7

New Core Search Query Capabilities 8

Enhanced Core Search Results 8

Enhanced People Search: Phonetics 8

Enhanced People Search: Address Book–Style Lookups 8

Enhanced People Search Results 8

New Search Connector Framework 9

FAST Integration 9

What’s New in Enterprise Content Management 9

Document Management 9

Records Management 11

Web Content Management 12

Digital Asset Management 13

Workflow 14

What’s New in Forms 15

What’s New in Groove (SharePoint Workspace) 15

What’s New in Cloud Services 15

Summary 16

CHAPTER 2: DEVELOPER TOOLS FOR SHAREPOINT 2010 17

OOB Developer Experience 18

Understanding SharePoint Designer 2010 21

New User Interface 22

Top Ten New Features in SPD 22

Understanding Visual Studio 2010 Tools 34

Importing WSPs 34

SharePoint Server Explorer 34

Solution Explorer Integration 35

Feature Designer 35

Package Designer and Explorer 36

Project Type Templates 37

Mapping Folders 39

Setting Up Your Development Environment 40

System Requirements 40

Troubleshooting with Debugging and Testing 42

F5 Debugging 42

Debugging Using the Developer Dashboard 44

Debugging Using SharePoint Logs 48

Debugging Silverlight Code 49

Unit, Capacity, and Load Testing 49

Other Useful Tools for Debugging and Testing 52

Deploying and Maintaining Your Code 53

Customizing Deployment in VS 54

ALM with VS 2010 and SharePoint 54

New in VS 2010 Service Pack 1: IntelliTrace and Unit Testing 54

Moving from Test to Production 59

Upgrading Code from 2007 59

Summary 62

CHAPTER 3: IT PRO ENHANCEMENTS FOR THE DEVELOPER 63

Performance Improvements 63

List Throttling 64

External List Throttling 67

HTTP Request Throttling 69

Remote Blob Storage 71

Streaming Media and Bit Rate Throttling 71

High-Availability Improvements 72

Database Mirroring and Clustering 72

Read-Only Databases 73

Security Improvements in SharePoint 2010 74

Claims-Based Authentication 74

Code Access Security 77

Sandbox Solutions 77

Cross-Site Scripting 79

Management Improvements 79

Health Monitoring and Reports 79

Service Applications 80

PowerShell Support 82

Summary 84

CHAPTER 4: SHAREPOINT PLATFORM 85

Platform Overview 85

New User Interface 86

General Platform Improvements 87

Master Pages and _Layouts 87

The Ribbon 89

Status Bar and Notification Area 110

Working with Dialogs 114

Theming Infrastructure 117

List, View, and Event Enhancements 122

List Enhancements 122

View Enhancements 128

Events Enhancements 130

Overview of Data Technologies 136

SharePoint LINQ Support 136

Managed Client OM 146

jQuery and SharePoint 168

Timer Service Applications 172

Sandbox Solutions 175

Types of Solutions You Can Build 176

Executing Code in the Sandbox 176

Solution Monitoring 179

Managing Solutions 182

Mobile Solutions 188

Writing a SharePoint Mobile Adapter 188

Safe Controls and Editing the Compat.Browser File 193

Creating a Windows Phone 7 Application 195

Summary 206

CHAPTER 5: COLLABORATION AND SOCIAL COMPUTING 207

People-Centricity 208

User Profile Service Application 208

Profile Synchronization 212

Social Networking and My Site 221

Social Tagging and Ratings 223

Blogs and Wiki Site Definitions 228

Summary 231

CHAPTER 6: SEARCH 233

Search Options with SharePoint 2010 234

SharePoint Foundation 236

Search Server 2010 Express 236

Search Server 2010 237

SharePoint Server 2010 237

FAST Search Server 2010 for SharePoint 238

Choosing the Right Search Product 239

Common Platform and APIs 240

Search User Experience 241

Search Center 242

Visual Cues in Search Results 244

“Conversational” Search 246

People Search 248

Search Architecture and Topologies 249

SharePoint Search Key Components 249

FAST Architecture and Topology 253

Scale Out with FAST 254

How Architecture Meets Applications 258

Developing with Enterprise Search 258

Range of Customization 259

Top Customization Scenarios 260

Search-Driven Applications 260

Customizing the Search User Experience 261

Example: New Core Results Web Part 262

Example: Adding Sorting to Your New Web Part 264

Web Parts with FAST 266

Search Connectors and Searching LOB Systems 267

Using Out-of-Box Connectors 267

Creating Indexing Connectors 269

Deploying Connectors 272

Summary — Customizing Connectivity 274

Working with Federation 274

Customization Examples Using Federation 276

Further Considerations in Federation 277

Working with the Query OM 278

Query-Side APIs and OMs 278

Query Syntax 281

FAST Query Language (FQL) 282

Examples Using Query Customization 282

Social Search 286

End-User-Visible Functionality 286

Social Search Architecture 287

Content Enhancement 288

Metadata, Linguistics, and Search 288

Advanced Content Processing with FAST 290

Multilingual Search 292

Extending Search Using the Administrative OM 292

Authentication and Security 292

Search Reports 293

Combining Search with Other Workloads 293

Search and Content 293

Search and Insights 294

Search and Composites 296

Search and Communities 297

Combining Search with Other Features 297

Search and the Cloud 298

Search Capabilities in Office 365 298

Combining On-premises and In-cloud Content with Search 300

Summary 301

CHAPTER 7: RECORDS MANAGEMENT 303

SharePoint 2010 Records Management Overview 303

Recordization 304

eDiscovery and Holds 308

Auditing and Reporting 308

Programming RM in SharePoint 309

Declaring and Undeclaring a Record 309

Creating Retention Schedules 311

Creating Organizer Rules 318

Creating Workflows that Use RM 323

Summary 325

CHAPTER 8: WEB CONTENT MANAGEMENT 327

The Content Lifecycle in Web Content Management 327

Separation of Content and Development 329

The Important Role of Information Architecture 329

Foundations of Web Content Management 330

Activating the Publishing Features 330

Publishing Feature Components 330

Page Processing Model 331

Site Variations 332

Preparing for Variations 332

Creating Variations 333

Site Columns 337

Browser-Based Site Column Development 337

Feature-Based Site Column Development 338

Object Model–Based Site Column Development 343

Content Types 345

Understanding Content Type IDs 345

Browser-Based Content Type Development 347

Feature-Based Content Type Development 347

Object Model–Based Content Type Development 350

Client Object Model–Based Content Type Development 352

Page Layouts 354

Developing Page Layouts 355

Creating a Page Layout with SharePoint Designer 355

Create a Page Layout with Visual Studio 357

Master Pages 361

Creating a Master Page with SharePoint Designer 362

Creating a Master Page with Visual Studio 363

Setting the Master Page in Code 365

Navigation 366

Customizing Navigation with Site Settings 366

Implementing Navigation in the Master Page 369

Customizing Navigation Using the Object Model 370

Customizing Navigation with Web Parts 372

Content by Query Web Part 374

Using the Content by Query Web Part 375

Customizing Content by Query Web Part in XML 376

Using Custom XSL to Modify the Presentation of Content 379

Redeploying the Content by Query Web Part Using Visual Studio 384

Content Conversion 386

Setting Up Document Conversion 386

Using Document Conversion 387

Summary 388

CHAPTER 9: ELECTRONIC FORMS 389

Introducing the Training Management Application 391

Customizing SharePoint List Forms 392

Creating the Trainings List 393

Customizing SharePoint List Forms 394

Adding Intelligence Using Rules and Views 396

Publishing List Forms 398

Distributing the Trainings List 402

Designing InfoPath Form Templates 402

What Is a Form Library? 403

Designing Your Form Template 404

Querying SharePoint Lists in Forms 409

Querying REST Web Services 411

Submit Behavior 414

Form Programming 416

Publishing an InfoPath Form 424

Publishing to a Form Library vs. Publishing to a Content Type 427

Form Security 429

Sandboxing Your Forms 430

Form Anatomy 431

Extracting the Form’s Data 436

Tools for Form Developers 443

The Rule Inspector 444

The Design Checker 445

IE Developer Tools 446

Fiddler Tool 447

Tiny Inline Tools 448

Building Web Parts Using InfoPath 450

InfoPath Form Web Part 450

Using InfoPath to Create Connected Web Parts 451

Getting Data from Other Web Parts 455

Empowering Users with Mashups 456

Summary 457

CHAPTER 10: ECM: DOCUMENT MANAGEMENT 459

A New Enterprise Content Mindset 460

New ECM Features 460

Expanded ECM Object Model 461

Getting the Most Out of the Document Center 462

Visual Studio and the Document Center 464

Content Routing 470

Managing the Content Organizer 471

Using Document Libraries in the Document Center 473

Metadata Navigation and Filtering 475

Visual Studio and Document Libraries 476

Managed Metadata 479

Types of Metadata 479

Managed Metadata Service Application 480

Content Types 483

Document ID Service 486

Create a Custom Document ID Provider 486

Summary 489

CHAPTER 11: INTRODUCING BUSINESS CONNECTIVITY SERVICES 491

Introducing Business Connectivity Services 492

Creating Simple BCS Solutions 493

Understanding BCS Architecture 496

Understanding Connectors 497

Understanding Business Data Connectivity 497

Understanding the Secure Store Service 502

Understanding Package Deployment 505

Working with BDC Metadata Models 505

Working with External Datasources 507

Connecting with the SQL Server Connector 508

Connecting with the WCF Service Connector 512

Creating Methods 516

Implementing Method Stereotypes 516

Creating Methods for Databases 520

Creating Methods for Web Services 526

Defi ning Associations 527

Working with External Lists 531

Creating Custom List Actions 531

Creating Custom Forms 532

Summary 533

CHAPTER 12: ADVANCED BUSINESS CONNECTIVITY SERVICES 535

Creating .NET Assembly Connectors 535

Understanding the Project Tooling 536

Walking Through the Development Process 537

Packaging Considerations 554

Enabling Search Support 556

Working with the BDC Server Runtime Object Model 559

Connecting to the Metadata Catalog 561

Retrieving Model Elements 562

Executing Operations 563

Summary 575

CHAPTER 13: WORKFLOW 577

Training Approval Workflow 578

Creating the Training Content Type 579

Workfl ow Development Lifecycle 579

Prototyping in Visio 580

Customizing the Workfl ow in SharePoint Designer 581

Creating Custom Actions with Visual Studio 2010 594

Importing to Visual Studio 2010 604

Building Workflows with Visual Studio 2010 623

Site Workflows 623

Pluggable Workflow Services 640

Tapping into Workflow Events 648

Summary 650

CHAPTER 14: BUSINESS INTELLIGENCE 651

Challenges with Traditional Business Intelligence 651

Integration with SharePoint: The History 652

Highlights of Business Intelligence in SharePoint Server 2010 654

Important BI Terms and Concepts 655

Using the AdventureWorks Sample Databases 656

The Starting Point: Business Intelligence Center 658

Excel Services 660

Excel Services Architecture 662

Office Data Connection 663

Authoring Workbooks in Excel 668

Publishing the Workbook 677

PerformancePoint Services 682

Dashboard versus Scorecard 683

PerformancePoint Services Architecture 683

Introducing Dashboard Designer 686

Creating Your First Dashboard 687

One-Click Publishing to SharePoint 695

Time Intelligence Filtering 698

Reporting Services 2008 R2 701

Integration Modes 701

Local Mode Architecture 702

Connected Mode Architecture 703

Configuring the BI Center 707

BIDS 2008 R2 or Report Builder 3.0? 708

Building and Deploying Reports 709

Caching and Snapshots 725

Reporting on SharePoint Data 733

Claims and BI Solutions 741

Summary 743

CHAPTER 15: SHAREPOINT ONLINE 745

BPOS: SharePoint Online Overview 745

Developing in the Cloud 747

Debugging Your Solutions 747

Example Cloud Scenarios 749

Office 365 Overview 749

Differences Between SharePoint On-Premises and Online 750

What’s in SharePoint Online in Office 365 751

What About Hybrid Solutions? 752

Azure Overview 752

Windows Azure 752

SQL Azure 752

SQL Server Management Studio 753

Windows Azure AppFabric 753

Windows Azure Virtual Network 754

Developer Tools for Windows Azure 754

SharePoint and Azure Integration Scenarios 754

Integrating SQL Azure with SharePoint On-Premises 754

Integrating SQL Azure and SharePoint Online 761

Connecting to On-Premises from SharePoint Online 761

Writing SharePoint Online Applications 762

Identity and Authentication in Office 365 762

Calling the Client Object Model 763

Writing a Sandbox Solution in Office 365 765

Connecting Outside of Office 365 with Silverlight 766

Deploying and Debugging 767

Summary 769

APPENDIX: ADDITIONAL HELP AND RESOURCES 771

INDEX 773