| Introduction |
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xix | |
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Chapter 1 Introducing SharePoint 2013 |
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1 | (22) |
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1 | (1) |
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2 | (1) |
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2 | (1) |
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3 | (1) |
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3 | (1) |
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3 | (1) |
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3 | (1) |
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What's new in SharePoint 2013 |
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4 | (1) |
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4 | (4) |
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8 | (3) |
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11 | (4) |
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15 | (2) |
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17 | (2) |
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19 | (1) |
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Hardware and software requirements |
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20 | (3) |
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21 | (2) |
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Chapter 2 Administration for business users |
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23 | (28) |
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Two categories of administration |
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23 | (1) |
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Business user administration |
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23 | (1) |
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IT professional administration |
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24 | (1) |
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Installation and configuration decisions |
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25 | (1) |
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Hosted SharePoint or on-premises SharePoint? |
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26 | (3) |
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29 | (1) |
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Comparing a SharePoint web application to a tree |
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30 | (3) |
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Farm scalability, service applications, and databases |
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33 | (1) |
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The content database as a unit of storage |
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34 | (3) |
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37 | (1) |
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38 | (1) |
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Authentication and authorization |
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39 | (1) |
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40 | (1) |
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Securing web applications |
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41 | (1) |
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More security settings at the web-application level |
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42 | (3) |
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45 | (1) |
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Upgrading from SharePoint 2010 |
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45 | (2) |
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Migrating content to SharePoint Server 2013 |
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47 | (4) |
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49 | (2) |
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Chapter 3 Working with list and library apps |
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51 | (48) |
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What's new with list and library apps |
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52 | (1) |
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Drag-and-drop functionality |
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52 | (1) |
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53 | (3) |
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56 | (2) |
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58 | (2) |
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Creating a new list from the predefined lists |
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60 | (1) |
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61 | (3) |
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Creating libraries and site columns |
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64 | (1) |
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65 | (2) |
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67 | (1) |
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Modifying list and library settings |
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68 | (1) |
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Modifying general settings |
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68 | (1) |
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Modifying versioning settings |
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69 | (3) |
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Modifying advanced settings |
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72 | (3) |
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Modifying validation settings |
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75 | (1) |
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Modifying column default value settings |
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76 | (1) |
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Modifying rating settings |
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76 | (1) |
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Modifying audience targeting settings |
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77 | (1) |
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77 | (1) |
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Updating permissions and management |
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77 | (1) |
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Deleting lists or document libraries |
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77 | (1) |
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Saving a list or library as a template |
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78 | (2) |
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Editing permissions for a list or library |
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80 | (1) |
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Adding a user to a list or library |
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81 | (1) |
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Removing a user from a list or library |
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82 | (1) |
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Checking permissions on a list or library |
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83 | (1) |
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Managing files that have no check-in version |
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84 | (1) |
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Modifying workflow settings |
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85 | (2) |
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Modifying information management policy settings |
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87 | (1) |
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Modifying enterprise metadata and keywords settings |
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87 | (1) |
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Generating a file plan report |
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88 | (1) |
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Creating and modifying list and library views |
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88 | (1) |
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Creating a list or library view |
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89 | (3) |
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Modifying and deleting views |
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92 | (1) |
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Working with list content |
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92 | (1) |
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92 | (1) |
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93 | (1) |
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93 | (1) |
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Limitations and workarounds |
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94 | (1) |
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Software boundaries, limits, and thresholds |
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94 | (1) |
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95 | (1) |
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96 | (3) |
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98 | (1) |
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Chapter 4 Working with collaboration sites |
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99 | (22) |
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100 | (1) |
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100 | (1) |
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Working with document libraries |
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101 | (1) |
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102 | (4) |
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Sharing sites, libraries, and files |
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106 | (4) |
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110 | (2) |
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112 | (2) |
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Understanding project sites |
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114 | (3) |
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117 | (4) |
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119 | (2) |
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Chapter 5 Using Office applications with SharePoint |
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121 | (46) |
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Editing documents in Office |
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122 | (3) |
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Opening and saving files in SharePoint libraries |
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125 | (2) |
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Checking in and checking out files |
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127 | (8) |
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Coauthoring with SharePoint 2013 |
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135 | (5) |
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Managing versions of a file from within Word, PowerPoint, Excel, or Visio |
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140 | (2) |
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Integrating Excel with SharePoint |
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142 | (1) |
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Sharing a Excel workbook with SharePoint |
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142 | (2) |
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Importing Excel data into a SharePoint list |
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144 | (1) |
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Analyzing SharePoint list data in Excel |
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145 | (2) |
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Integrating Access with SharePoint |
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147 | (1) |
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147 | (1) |
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Moving Access data into SharePoint lists |
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148 | (4) |
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Integrating OneNote with SharePoint |
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152 | (3) |
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Integrating Outlook with SharePoint |
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155 | (3) |
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158 | (1) |
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Integrating Project with SharePoint |
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159 | (2) |
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Using SkyDrive Pro with SharePoint |
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161 | (1) |
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Using Office Web Apps with SharePoint |
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162 | (5) |
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165 | (2) |
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Chapter 6 Sharing information with SharePoint social networking |
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167 | (20) |
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168 | (1) |
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169 | (1) |
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170 | (1) |
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171 | (2) |
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Visiting and joining communities |
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173 | (1) |
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173 | (2) |
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175 | (1) |
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Performing community site management |
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176 | (1) |
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176 | (1) |
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177 | (2) |
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Changing community settings |
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179 | (1) |
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Managing and creating categories |
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180 | (1) |
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Setting achievement and reputation settings |
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180 | (1) |
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181 | (1) |
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182 | (2) |
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Promoting people and content |
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184 | (2) |
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Extending your community to the cloud with Yammer |
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186 | (1) |
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186 | (1) |
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Chapter 7 Using and creating workflows |
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187 | (56) |
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SharePoint workflow basics |
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189 | (1) |
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Process automation methods |
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189 | (1) |
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Planning for process automation |
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190 | (1) |
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Introducing workflow terminology |
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191 | (3) |
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Using workflow templates and workflow instances |
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194 | (13) |
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Gathering requirements using Visio diagrams |
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207 | (1) |
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208 | (1) |
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Adding conditions and actions to a Visio diagram |
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209 | (2) |
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Validating and exporting a Visio SharePoint workflow diagram |
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211 | (1) |
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Importing a Visio diagram into SharePoint Designer |
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212 | (2) |
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Creating, editing, and managing custom workflows with SharePoint Designer |
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214 | (1) |
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Creating workflows and workflow templates |
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214 | (6) |
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Using conditions, actions, steps, stages, and loops |
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220 | (5) |
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Using the Workflow Settings page |
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225 | (2) |
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227 | (3) |
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Authoring work using the Visual Designer |
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230 | (6) |
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Working with the Text-Based Designer |
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236 | (1) |
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Obtaining data not saved in the current item |
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237 | (6) |
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242 | (1) |
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Chapter 8 Planning site content |
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243 | (30) |
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An introduction to information architecture |
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244 | (1) |
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244 | (2) |
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246 | (4) |
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250 | (1) |
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251 | (1) |
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252 | (1) |
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What is SharePoint governance? |
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253 | (1) |
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254 | (1) |
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Governance by site audience |
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254 | (3) |
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257 | (2) |
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Choosing a content manager |
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259 | (1) |
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Identifying the content manager on the page |
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259 | (4) |
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Planning content for Internet sites |
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263 | (1) |
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Tight governance for public messaging |
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263 | (1) |
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Separate content by audience |
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264 | (1) |
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Open to the public with anonymous permissions |
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264 | (3) |
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Advanced planning considerations |
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267 | (1) |
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267 | (1) |
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Data protection, recoverability, and availability |
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268 | (5) |
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270 | (3) |
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Chapter 9 Creating and formatting content pages |
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273 | (54) |
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Creating and modifying content pages using a browser |
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274 | (5) |
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279 | (16) |
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Modifying publishing pages |
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295 | (1) |
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296 | (1) |
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297 | (2) |
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Creating publishing pages |
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299 | (1) |
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300 | (5) |
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305 | (6) |
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311 | (4) |
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Using SharePoint Designer 2013 to create and modify webpages |
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315 | (4) |
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319 | (1) |
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319 | (1) |
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320 | (2) |
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322 | (2) |
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Creating application pages for SharePoint sites |
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324 | (3) |
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325 | (2) |
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Chapter 10 Adding, editing, connecting, and maintaining web parts |
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327 | (34) |
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327 | (2) |
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The new app model and app parts |
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329 | (2) |
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When an app is not an app |
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331 | (2) |
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Web parts in SharePoint 2013 |
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333 | (1) |
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333 | (1) |
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334 | (1) |
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335 | (2) |
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337 | (11) |
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348 | (1) |
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349 | (5) |
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Media and content web parts |
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354 | (4) |
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Social collaboration web parts |
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358 | (1) |
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358 | (1) |
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Recent Activities Web Part |
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358 | (1) |
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358 | (1) |
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Status Indicators and Status List Web Parts |
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359 | (1) |
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359 | (2) |
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360 | (1) |
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Chapter 11 Managing documents |
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361 | (26) |
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Document management locations |
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362 | (1) |
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362 | (1) |
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363 | (2) |
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365 | (1) |
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366 | (4) |
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Site columns, content types, and the content type hub |
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370 | (1) |
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370 | (2) |
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372 | (3) |
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375 | (1) |
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Managed metadata service for documents |
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375 | (5) |
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380 | (3) |
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The importance of SharePoint Search in document management |
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383 | (4) |
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385 | (2) |
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Chapter 12 Designing web content management sites |
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387 | (50) |
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387 | (1) |
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An overview of Design Manager |
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387 | (1) |
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Understanding the SharePoint page model |
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388 | (5) |
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Themes and composed looks |
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393 | (7) |
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400 | (1) |
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Supporting mobile devices |
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400 | (6) |
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406 | (2) |
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Converting HTML to a master page |
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408 | (3) |
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Understanding the HTML markup after conversion |
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411 | (1) |
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Updating the site master page |
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412 | (1) |
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413 | (1) |
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414 | (1) |
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Using content rollup web parts |
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415 | (1) |
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Using the CSWP and display templates |
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416 | (8) |
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Using the Content Query Web Part |
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424 | (2) |
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426 | (4) |
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430 | (1) |
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430 | (1) |
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Cross-site collection publishing |
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431 | (2) |
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433 | (1) |
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433 | (1) |
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Variations and multilingual sites |
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434 | (3) |
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435 | (2) |
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Chapter 13 Implementing compliance, records management, and eDiscovery |
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437 | (30) |
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437 | (1) |
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437 | (2) |
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439 | (1) |
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439 | (1) |
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440 | (2) |
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Implementing a records management planning process |
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442 | (9) |
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Using the Records Center Site template |
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451 | (8) |
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459 | (1) |
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460 | (1) |
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461 | (1) |
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eDiscovery Center Site Collection template |
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461 | (6) |
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465 | (2) |
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Chapter 14 Planning for business intelligence and key performance indicators |
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467 | (36) |
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Software requirements for business intelligence |
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468 | (1) |
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SQL Server 2012 for SharePoint business intelligence |
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468 | (1) |
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PowerPivot software requirements |
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468 | (1) |
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Reporting Services software requirements |
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469 | (1) |
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Excel Services advanced scenarios software requirements |
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469 | (1) |
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PerformancePoint Services (PPS) software requirements |
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470 | (1) |
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Visio Services software requirements |
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470 | (1) |
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Business intelligence in SharePoint Server 2013 |
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470 | (1) |
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471 | (1) |
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472 | (1) |
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473 | (1) |
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Creating and configuring Excel Services service applications |
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474 | (1) |
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Configuring Excel Services |
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474 | (2) |
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Data authentication for Excel Services |
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476 | (3) |
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479 | (11) |
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Creating and configuring PPS service applications |
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490 | (1) |
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490 | (5) |
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Enabling trusted locations for PPS |
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495 | (3) |
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Creating and configuring a Visio Graphics Service service application |
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498 | (1) |
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Creating a Visio Graphics Service service application |
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498 | (1) |
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Configuring the global settings for a Visio Graphics Service |
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498 | (2) |
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Creating trusted data providers for a Visio Graphics Service |
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500 | (1) |
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Creating and configuring a Business Intelligence Center |
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501 | (1) |
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Creating a Business Intelligence Center |
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501 | (1) |
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Setting permissions for a Business Intelligence Center |
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502 | (1) |
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502 | (1) |
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Chapter 15 Implementing better business intelligence with Excel Services and SQL Server 2012 |
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503 | (48) |
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Excel Services features overview |
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503 | (2) |
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External data connections |
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505 | (1) |
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Configuring the authentication settings |
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505 | (9) |
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Configuring Secure Store settings in Excel |
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514 | (5) |
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Working with data connections |
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519 | (1) |
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Collecting data through data models |
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520 | (2) |
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Creating reports and scorecards |
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522 | (1) |
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522 | (10) |
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Creating an Excel Services dashboard using SSAS data |
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532 | (9) |
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Uploading to your BI Center site |
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541 | (3) |
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544 | (2) |
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Excel Services for developers |
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546 | (1) |
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546 | (2) |
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548 | (1) |
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549 | (1) |
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549 | (2) |
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550 | (1) |
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Chapter 16 Building powerful dashboards with PerformancePoint Services |
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551 | (50) |
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PerformancePoint overview |
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551 | (1) |
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551 | (2) |
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553 | (1) |
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554 | (1) |
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Authenticating Dashboard Designer |
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555 | (4) |
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Starting Dashboard Designer |
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559 | (1) |
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Configuring Dashboard Designer to a SharePoint site |
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560 | (2) |
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Exploring the Dashboard Designer interface |
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562 | (10) |
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Creating data connections and data sources |
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572 | (8) |
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580 | (1) |
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580 | (6) |
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586 | (6) |
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592 | (1) |
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Creating a dashboard page |
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593 | (1) |
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Adding items to the dashboard page |
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594 | (2) |
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Configuring dashboard zones |
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596 | (1) |
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597 | (4) |
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600 | (1) |
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Chapter 17 Working with Visio Services |
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601 | (32) |
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Looking at Visio Services |
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602 | (4) |
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Displaying Visio drawings in Visio Services |
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606 | (4) |
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Adding a Visio Web Access Web Part to a page |
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610 | (4) |
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Visio Graphics Service service application |
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614 | (1) |
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Visio Services system performance |
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615 | (1) |
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Visio Services security considerations |
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615 | (2) |
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617 | (1) |
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618 | (2) |
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620 | (7) |
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627 | (2) |
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Customizing Visio Services solutions |
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629 | (1) |
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Server-side customizations |
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629 | (1) |
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Visio Services JavaScript mashup APIs |
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630 | (1) |
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631 | (2) |
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632 | (1) |
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Chapter 18 Discovering information with SharePoint 2013 Search |
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633 | (26) |
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What's new in SharePoint 2013 Search |
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633 | (1) |
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Exploring the new search user interface |
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634 | (7) |
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Discovering social and people information |
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641 | (3) |
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Search architecture and site administration |
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644 | (1) |
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Overview of the new search architecture |
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644 | (4) |
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648 | (2) |
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650 | (1) |
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Adding a result source, query rule, and result type to your site |
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651 | (8) |
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657 | (2) |
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Chapter 19 Creating a customized SharePoint 2013 search experience |
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659 | (24) |
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Using the Keyword Query Language (KQL) |
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660 | (3) |
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663 | (1) |
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663 | (1) |
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664 | (1) |
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Search Navigation Web Part |
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665 | (1) |
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666 | (1) |
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Understanding result sources |
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667 | (1) |
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Understanding query rules |
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668 | (1) |
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Using Query Builder and query transforms |
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669 | (2) |
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Defining custom result types |
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671 | (1) |
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672 | (1) |
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Creating a customized search experience |
|
|
673 | (1) |
|
|
|
674 | (1) |
|
Adding a search vertical page |
|
|
675 | (1) |
|
Configuring the Search Results Web Part |
|
|
675 | (1) |
|
|
|
676 | (1) |
|
Using a query rule to provide a promoted result |
|
|
677 | (2) |
|
Creating a custom result type and display template |
|
|
679 | (4) |
|
|
|
682 | (1) |
|
Chapter 20 Creating, managing, and designing sites |
|
|
683 | (52) |
|
Creating and managing sites using SharePoint Designer 2013 |
|
|
685 | (1) |
|
|
|
685 | (4) |
|
Exploring SharePoint Designer |
|
|
689 | (5) |
|
Controlling the use of SharePoint Designer |
|
|
694 | (8) |
|
|
|
702 | (2) |
|
|
|
704 | (3) |
|
|
|
707 | (2) |
|
Changing the look of your site |
|
|
709 | (7) |
|
|
|
716 | (12) |
|
|
|
728 | (2) |
|
|
|
730 | (1) |
|
Saving sites as templates |
|
|
731 | (4) |
|
|
|
733 | (2) |
|
Chapter 21 Creating enterprise forms |
|
|
735 | (28) |
|
|
|
736 | (1) |
|
|
|
737 | (1) |
|
|
|
738 | (1) |
|
Walkthrough of the sample Site Request form |
|
|
739 | (2) |
|
Opening the Site Request form in InfoPath |
|
|
741 | (1) |
|
Understanding the design of the InfoPath Site Request form |
|
|
741 | (9) |
|
Publishing InfoPath forms to SharePoint libraries |
|
|
750 | (1) |
|
|
|
751 | (1) |
|
Introduction to Access 2013 |
|
|
751 | (1) |
|
Building a simple Access form app |
|
|
752 | (1) |
|
Understanding the design of the Access Site Request form |
|
|
753 | (8) |
|
|
|
761 | (2) |
|
|
|
762 | (1) |
|
Chapter 22 Working with external content |
|
|
763 | (44) |
|
Using external content in SharePoint |
|
|
764 | (2) |
|
Connecting SharePoint 2013 with external systems |
|
|
766 | (3) |
|
|
|
769 | (4) |
|
Presenting external content |
|
|
773 | (9) |
|
Creating a BDC service application |
|
|
782 | (5) |
|
Defining external systems connections |
|
|
787 | (2) |
|
Working with external content types |
|
|
789 | (13) |
|
Using Visual Studio 2012 with BCS |
|
|
802 | (5) |
|
|
|
806 | (1) |
|
Chapter 23 Introduction to custom development |
|
|
807 | (24) |
|
Exploring custom development |
|
|
808 | (1) |
|
|
|
809 | (1) |
|
Server API solution packages |
|
|
810 | (1) |
|
Understanding client-side APIs and web services |
|
|
810 | (2) |
|
|
|
812 | (1) |
|
|
|
812 | (1) |
|
|
|
812 | (1) |
|
Determining build vs. buy |
|
|
813 | (1) |
|
Discovering and evaluating third-party products |
|
|
813 | (1) |
|
Seeking expert help for custom solution development |
|
|
814 | (1) |
|
Extending SharePoint with Visual Studio |
|
|
814 | (1) |
|
|
|
815 | (1) |
|
Configuring your development environment |
|
|
816 | (2) |
|
|
|
818 | (3) |
|
Using internal app stores |
|
|
821 | (1) |
|
SharePoint Server API solution features |
|
|
822 | (1) |
|
|
|
823 | (2) |
|
SharePoint site provisioning |
|
|
825 | (1) |
|
|
|
826 | (1) |
|
|
|
826 | (1) |
|
Custom workflow enhancements |
|
|
827 | (4) |
|
|
|
829 | (2) |
| Index |
|
831 | |
