Monthly Archives: December 2010

Chapter 21 – New Content Management Capabilities in SP 2010

Wrox Professional Sharepoint 2010 Admin (P.617)

Managed MetaData – the (1) Metadata service and (2) Enterprise Content Type are central to providing the Enterprise Content Management (ECM) capcbility across the enterprise.

ECM – the capability and features that are utilized across numerous web sites or across all web sites. Content type publishing, enables the capability to reuse content types across the enterprise. (define one site collection as hub, and then the Metadata service periodically updates all other site collections with any changes.)


Term — A word or phrase that is associated with content. A term can be managed term or a managed keyword. Terms are also referred to as facets.
Term sets – collection of related terms that can be hierarchical. Term and term sets are referred to as texonomy.
Managed Term – A term that is controlled and can only be created by those woth appropriate permission.
Keywords – defined by users to “tag” content. This is referred to by some as “folksonomy”
Managed keywords – Keywords kept in a nin-hierarchical list.

Document Sets – SP 2010 provides the capability to group multiple documents together as one logical unit. A document set is a content type – specifically it’s a folder content type.

Welcome page of document set is new in SP 2010, for users to discover the content in the set. Key features of document set:
(1) Use SP 2010 conten type, are enabled at the site collection level by feature activation.
(2) Documents sets can share the same metadata.
(3) Can be versioned. Is independedent from the individual document’s versioning. Both versioning can be used at the same time.
(4) Workflow can be associated with the group.
(5) Permission can be defined for the group.
(6) New pages are provisioned for the document set. The welcome page is essentially a landing page. Can be used as is or customized.

Configuring and Creating Document Set —

1. Ensure Document Set feature has been activated. Go to the site collection, and click Site Collection Features.

2. Navigate to the library where you want to store Document Set, Library Library settings, click on Advanced Setting under general Settings, and allow management of content ype:

3. The on the Library settings page, you see a new section called Content Type.
4. Click [Add From Existing Site Content Types].
5. Select and add [Document Set]

6. Now when you go to the library page and click New, you will see the [ Document Set
] as a content type.

To upload multiple document, select it:

When you return to the library main page, you see that the document set is displayed as a single unit.

Document ID services and IDs — first enable Document ID service in site collection features.

Add a unique identifier to all documents throughout the site collection. This ID is used to locate and retrieve documents regardless of their current or future location. ID services only generates ID for document; not for other types of list tiems. The ID is retianed during move operation, and a new ID is created when a document is copied.

When that is enabled, a “Document ID settings” is added to the Site Collection Admin section. Click.

From there you can change the prefix of the IDs, reset all IDs etc.


** If you use a Document Center template to create the site collection, the Document ID is enabled by default.

You can add a Document ID Lookup Box
(web part) to your page to enable searching of a Document by Dicument ID.

Content Organizar –Document Routing!!!
(1) Content Organizer feature must be activated. It’s at the site level, not site collection level!!!! Site admin can configure and set the rules for routing.
(2) Feature activation creates a special doc library called Drop Off Library (DOL). This will store docs before thel’re routed.
(3) Organizer route docs based on the doc content type. Not for lists.
(4) Can control number of docs in a specific folder; creates a new folder when document limit is met.
(5) Users who upload a doc is notified that the doc has been routed and given the URL.

Configuring the Content Organizer —

First activate Content Organizar Site feature (Site collection is the top site, so look for site feature)

Once activated, two new links are added to the Site Administration section:

Changes made here will affect the site.
Also added is the Drop Off Library (DOL):

A timer job exists to process documents in this DOL. User can upload file to this folder if they’re not sure where to upload this file to. The doc’s properties need to be edited and all required metadata filled out in order to be routed; otherwise, they’ll just sit in DOL. If none of the rule applies, both doc uploader and site owner will get an email.

The “Redirect users to DOL” will force users to use DOL to upload document.
“Sending to another site” – route documents in the current site to another site that also has the Content Organizer feature enabled.
“Folder Partitioning” – automatically create subfolder once the target location exceeds a pre-defined size.
“Duplicate Submission” – enable versioning?
Preserving context – logs
Rule Managers – who can create, edit and manage rules?
Submission poins – URL for configuring Send-To Connection.

Organizer Rules —

Select document content type; set condition; set target library


Chapter 20 – PerformancePoint Services and Business Intelligence (2)

Wrox Professioal SP 2010 Admin — P. 603

Creating Analytic Chart Report (ACR) and Dashboard – Analytic reports are dynamic, visual representations of data that can be displayed as interactive line charts, bar charts, pie charts and tables (also called grids). PPS ACR remains connected to the data, which means they content is always up-to-date.
Download Sample database: (adventureWorks)

(For now skipping all contents related to creating an ACR…. Probably not in the scope of 70-668 is why)

Now Page 609.

Promoting PPS objects across environment —

>> Moving contents between servers requires that both servers are the same version, hot fixes, patches etc.
>> DD objects need to have unique names to ensure objects in the destination servr doesn’t get overwritten. Use naming convention.
>> Make sure there are no missing dependencies.
>> All data sources must have unique names – even they reside in different display folders (!!!!)
>> When promiting objects to production server, make sure your data source point to the production server.

Importing PPS 2007 to PPS 2010 – SP 2010 has a wizard-driven process for importing. After data import, the admin must deploy each individual dashboard to their new SP 2010 locations.

Dashboard Designer Tasks and Necessary Permissions —
View PPS 2010 Dashboard – read
Create PPS 2010 dashboard items and save them to list/linrary – Contribute
Publish PPS 2010 Dashboard – Design
Manage User permission for dashboard objects – Full Control or Site Collection Administrator

Using Import Wizard —

1. Manage Service Application à PerformancePoint Service à Manage

2. Answer questions in the wizard and connect to PPS 2007 content database, select the DB that you want to import. (default is PPSMonitoring)
3. Select Site collection, site and list where dashboard items are to be imported.
4. Select a site and a document library where your datasource will be stored.
5. Review and import.

Chapter 20 – PerformancePoint Services and Business Intelligence (1)

Wrox Prof Sharepoint 2010 Admin (P. 585)

PerformancePointService (PPS) is one build-in service in SP 2010. It’s a performance management application that individuals use to monitor and analyze business data to help improve effectiveness and efficiency. Available for SP with an Enterprise Key and has CAL for employees.

In SP 2007, PPS is a web part; now in SP 2010 it’s an integrated part and exists as a service. Provide the capability to create and utilize BI objects such as Dashboard, Scoreboards and PKI. Also provide a wizard to upgrade 2007 content.

Using PPS, begins with creating object using a rick client tool called Dashboard Designer. (WYSIWYG) Designer objects are stored in lists/libraries so they can be used by other SP 2010 features.

PPS features/terminology —

>> PPS is a service; admin use service application to install and configure PPS.
>> PPS is used to created, display and interact with first-class object (FCO). FCOs are dashboards that cotains scroreboards, reports, KPIs, filters, and data sources. FCO brings data together from different sources.
>> FCO are stored as content types and secured within SP 2010 list/libraries. (specifically, data sources – library, all other FCOs – lists).
>> PPS can take advantage of other SP 2010 features, such as security framework, scalability, collaboration, backup and restore, search and DR.
>> PPS web part can link to other web parts on the same page.
>> PPS includes a new type of report called “Decomposition Tree” – simplifies the display of a multi-dimentional data set so that the data can be more readily interpreted.

How to instal/configure PPS —

Teo SP configuration wizards:
(1) SP product Configuration Wizard (from start menu)
Add s new SP farm, or add your server to an existing farm.

(2) Farm Configuration Wizard (or Central Admin Wizard), which is the last link in the site menu of the Central Admin site.
Used to provision service application.

PerformancePoint Service Application & Proxy – first, ensure PPS service application and proxy has been created, along with other corresponding applications.
(1) Make sure <1> PerformancePoint Service and <2> Secure Store Service has been started. (Central Admin System Settings Manage Services on Server.

(2) Create a new PPS Service Application. Verify that the new PerformancePoint Service Service Application and Proxy is running.

Use Get-SPServiceApplication to get a list of all service applications.

About service applications and proxy.

A default application proxy group is used by all service applications in a given web application.
For a service application/proxy to be the default of the defalt group, it must be designated with Service Application Association.

Only ne proxy group can be associated with an application. Within the proxy group, you can enable as many proxies as necessary.

If you disable proxies, the associated service application will not be available fo ruse within the web applications.

PPS service application utilize SQL server DB for storing information. This DB is created when the service application is created and can be viewed using SQL Manager.

Secure Store Service is new in SP 2010 that replaces the SSO in SP 2007. SP 2010 stores the credentials for accesing the external data in the database associated with the service application.

PPS require Secure Store Service to connect to external data sources on behalf of users or groups using unattended service account. The unattended service account is a domain account
whose password is stored in secure store.

The secure store is configured by providing a passphrase, which is used to generate a key that is used to encrypt and decrypt the credentials stored in SSS database.

About SSS:
>> SS provides capability to store and retrieve access credentials to external systems. The credentials consist of a usr ID and password that are ampped to an application ID.
>> Application IDs are used to map individual users or groups of users to credential sets. ??????
>> SP 2010 or custom app access the external data source using the application ID.
>> Security governs each application ID, so each ID can have permission applied that specify which users or groups can access the crednetials.
>> SSS runs on application server, and is claims-aware authorization service.
Create a new SSS: Central Admin Highlight Secure Store Service New Secure Store Service.

Before creating a new secure store target application, you must first generate a new key, or else, you get this error when manage this new SSS:

Enter the new key (Pass Phrase) twice. Administrators will need the passphrase string to refersh the key, which is necessary whenever a new application server is added to the farm.

Now need to configure the unattended service account. Central Admin à Manage Service Account à PerformancePoint service Application à Manage àPPS Application Setting, enter a domain user ID/Password in the first section.

Now if you go to SSS à Manage screen, you will see this: (the PPS – bruce” is now a Target Application
of the (default) SSS. And an Application ID
has been generated.

Note: PPS will always use the default SSS in the default proxy group. If the desired SSS is not set as default SSS, go to the Associatio link to change it: (already mentioned above)

Installing the Business Intelligence Center Web Site (BICW) —
1. Create a new Web Application, with Classic Mode authentication.
2. Create a new site collection under the new web app. Use the Business Intellience Center template (in “Enterprise” tab) – because this is the standard template for PPS objects. This template contains all of the necessary SP content types used to create BI dashboard.

3. Browse to the new site collection, in my case http://bruce-pc:100/
4. To validate the installation, install and use the PerformancePoint Dashboard Designer (PPDD) to create a data source, a scoreboard and a dashboard.

Installing PPDD —

PPDD is the tool used to create and deploy your business intelligence objects to the SP 2010 server – the objects include KPI, scoreboards, reports, filters, data sources and dashboards. Once created, they’re stored in one or more SP 2010 document libraries and lists so they can be reused in different dashboards.

PPDD is a desktop application that must be installed to an author’s desktop, pre-requsite:
(1) Requires .NET 3.5 SP1 or later.
(2) Visio 2007/2010 Professional for creating or editing strategy map reports. Strategy maps are reports that enable you to connect KPI data to Visio shapes in order to visualize data.
(3) Report Viewer 2008 for creating or editing SQL server Reporting services reports.

Install PPDD:

(1) Go to the BICW hom epage, hover over the Create Dashboard
heading and click Start Using PerformancePoint Services

Click Run Dashboard Designer to install and run the PPDD. (via ClickOnce technology)

After done PPDD will be available in the same menu as Sharepoint Designer. PPDD doesn’t operate in offline mode, so must be connect to SP 2010 server all the time.

As new objects are created using the PPDD, these objects are stored inside Business Intelligence Center. Specifically the objects are stored inside the provisional lists and libraries:

Dashboard – contains dashboard objects that have been deployed/published to the server.
Data Connectors – contains data sources that are available for use by PPS objects. Contains server connection and security info.
PerformancePoint Content – contains scoreboards, reports, filters and unpublished dashboards.

Two key benefits to saving objects to these lists: (1) centrally managed (2) reusable across multiple dashboard. Dashboard authors with proper permissions can reuse any of the objects by adding them to their own dashboards. SP requires that one has Contribute permission in order to save items to SP server, and Design permission to deploy dashboard. All objects are saved in SP database.

Creating an Analytic Chart Report and Dashboard – (P.603)

Chapter 17 – Social Computing and Sharepoint 2010 (Part 2)

Wrox Prof Sharepoiint 2010 Admin (P. 491)

Personalization Site Links – are links added to the top navigation
within My Site. Each link can be target to an audience. (default: All Site Users)

To set up personalization site links: My Site Settings Configure Personalization Site.

Add a new link (Add Link) and set the target audience:

Publish Links to Office Client Application – enables SP links to be pushed out, so that they are available to each user within the Office Applications, such as Word/Excel.
How to set up: My Site Settings Publish Links to Office Client Application, New Link

Manage Social Tags and Notes —

My Site Settings à Manage Social Tags and Notes.
Use this feature to view and manage (actually, only delete) any user’s tags and notes. (first by searching users’ tags/notes)

My Site User Experience – (P.493)

Ask me About – for users to type in the keywords regarding their area of expertise.

Note Board works like Facebook’s wall feature.
Overview – displays basic info about the person and their activity in SP
Recent activities – a list of what the person has been doing in SP, such as updating info, tagging items, and making nots in Note Board.
In Common with You – displays a list of commonalitles between the logged in user and the user whose profile is being viewed.

Organization tab – contains Organization browser, an interactive Silverlight Web Part.

Content tab – where each user stores his content, such as document and spreadsheets, lists or subsites etc.

Tags and Notes tab – displays all tags and notes the user created.

Colleagues – all users keep a list of colleagues. A person;s colleagues can be added:
(1) automatically – such as direct reports and people who report to the same mamager; data is accurate only if the info in AD is correct (“Manager” property under “User” property)
(2) Suggestions – SP will suggest colleagues, based on emails, office communication server contacts, and web sites for which multiple individuals are included in the members group.
(3) manually – When viewing someone else’s profile, you can click “add a colleague” button to add the person as your colleague.

Why adding people as your colleague? (1) activities of your colleague will be displayed in your newsfeed (also known as “My Network” page), 92) you can share info with your colleagues.

When adding a colleague, some options:
(1) Add to My Team (Y/N) – enable it to use the privacy settings; allows for granular sharing of the information.
(2) Add to a group – add to a Colleague Group
(3) Show to – Whom should this colleague be shown to? All? or just some.

Membership Tab – Displays SP sites and distribution lists of which the person is a member.

My Newsfeed – display all activities of the user and the user’s colleague; a web part “What’s New” can do the same thing.

My Content – The first time a user clicks on My Content, the site collection is automatically created. If the client computer has MS Office, then user will be prompted to remember the y Site location. If click Yes, MS Office will have the Usr’s My Site as a Sharepoint location in which to save document.

My Links – user’s favorite links.

To add your document library link to My Links, (1) go to any of your document library page, click “Library” tab, and under Connect to Office, you can add/remove.

My Content Site – Add the web part call “My Links” Web Part.

Edit My Profile —

Wikis and Blogs —

Wikis —

in SP, Wiki can be created using a site template, or simply created as a library witin an existing site.

(1) To create a wiki site —
Site actions à New Site
Click Enterprise Wiki, and enter URL
Click Create

To add a new Wiki page:

(2) To create a Wiki library in an existing iste —
Site Actions à More Actions
Click Wiki Page Library and enter name
Click Create

**** Features that Wiki site has, but Wiki Library doesn’t:
Page ratring for each wiki page
Page categories (tagging) on each Wiki page
“Edit this Page” button (simply for quick editing)
3 different Wiki page templates
Capability to insert multimedia into a wiki page

Blogs —

Unlike Wiki, blogs can only be created as sites. Steps:

Blog Tools – (on the top right corner)

To allow visitor comments, click “Manage Comments” (above image). The click List tab, and List Permission.

Click “Stop Inhereting Permission” button

Then assign AD group or users to the Contribute role.

But we don’t want user to edit other user’s comments, so:

On the blog site, click Manage Comments à List à List setting button à Advance Settings, in item-Level Permission, select this:

To require conet approval for blog comments: On the blog site, click Manage Comments à List à List setting button à Versioning, in Content Approva;, select Yes:

Rating – from 1 to 5 (highest)

Turning on Rating – In List/Library Settings, click Rating Settings

Once you do that, a new column (“Rating (1-5)”) is added to the list/library page.

Rating Timers Job – User Profile Service Application – Socal Rating Sync Job runs every hour. This timer job aggregates all of the past hour’s ratigs, can calculates totals and averages for each rated item.

Outlook 2010 Social Connector – Enables connections to social networks to be created within Outlook.

People Search —

People Search Configuration – In Search Administration there is a scope called People, in addition to the default scope of All Sites. The definition of this scope is that a property called contentclass = urn:content-class:SPSPeople. By default this People scope is available in the search drop-down box.

Chapter 17 – Social Computing and Sharepoint 2010 (Part 1)

Wrox Professional Sharepoint 2010 Administration (P. 471)

[User Profile Service] is central to SP 2010’s social computing capability.

Content tagging – a new instroduction and all types of content can be tagged, categorized and viewed in the person’s Tag Cloud Web Part.

User profile service Application – where social computing in SP 2010 is configured.

User profiles and properties – Manage User Properties: properties are grouped, called “Sections”.

Right click on a property and see all its properties:

A user property is composed of the followings:
(1) Property settings — name, display name and type.
(2) Sub-Type of a profile – use to more granularly describe the people
(3) Policy settings – Required setting; privacy setting; Replicable means this user property will appear in the My settings screen
(top right corner).
(4) Edit settings – whether to allow user to edit this etting.
(5) Display settings —
(6) Search settings —
(7) Mapped Data – map to LOB Data or AD.

Manage User Profile —

In the Manage User Profile, you can right click the name and edit personal profile:

Manage Policies – determine how to share personalized iformation, along with who can view this information about users. Use these policies to configure privacy settings.

Manage User Sub-Type —

Sub-type is like a new user property that you can add?

Manage User Permission – Who can use personal features – by default, all can.

Syncronization – Sync User Profile and AD (or other LOB)

Default port for connecting to AD for sync is 389.

You can also use External Content Type as the sync connection.

Connection filters: Enable users to filter the data that is imported into SP. By default, all accounts are imported, including the disabled ones.

[Audience] can be used in the following places —
(1) List items displayed in a content query web part
(2) Personalization site links and publish links to Office client applications
(3) Web Parts
(4) Web part pages
(5) Navigation links

Setting up audience —

Audience name, description, include or exclude, conditions (can be multiple).

Audience Compilation —

Re-adjusting audience members on a schedule, or you can simply compile audience manually.

Targeting Content to Audience —
[Audience does not need to be created at the central admin; in some cases you can target audience with Sharepoint user group or AD group].
(1) List items displayed in a content query part — for a list or library’s List/Library Setting page, click [Audience Targeting Settings] to enable audience targeting settings.

At the bottom of the Edit page, you will see this Target Audiences field; select from audiences or AD group or SP Groups.

Note: If yu don’t see “Content Query” web part in the Content rollup, then enable the Sharepoint Server Publishing Infrastructure

Any [Web Part] can be used to target an audience. (In Property Pane)

Navigation Links – Site Actions à Site Settings à Look & Feel à Navigation.
Click a link in the navigation hiereachy, click Edit, then you can assign Audience.

Tags and Notes —

The timer job that compile the activity feed – the list of user activities like tags and notes. Central Admin à Monitoring Time Job Definition

Tag – to “tag something” is to add keywords to it.

To enable Tagging (enterprise keyword), go to List/Library setting, click

If you add an Enterprise Keywords column to a list or library, site users will be able to enter keyword values for items stored in the list or library. If the Keywords term set for the site has been configured to be open, users can add any text value to this column.

Tag cloud (tag cloud web part under [Social Collaboration] category) – is a listing of recent tags related to the current page. Tags that have been used more often are displayed in larger font. By default shows only the tags for current user; but can be configured to display all users. Default tag duration: 1 month.

Note board:

Note Board is also an out of box Web Part that can add to any page. (Socal Collaboration)

Tag Profile: For every tag that has been added to content in SP 2010, there is a special page called a Tag Profile. It shows a list of items that have been tagged with the tag word (e.g., “policies”)

Get Connected section —
“Follow this tag in My Newsfeed” – tag is added to the current user’s newsfeed. The newe feed can be access by: My ProfileMy Nework.
“Ask me About” – tag is added to the current user’s profile, in the property: “Ask Me About”.

My Sites — basically, each My Site is a [site collection]. Each user is a site collection owner of his own my site.

How to create My Site:
1. Create a new Web Application, such as
2. Create a site collection, URL path “/”, which is the root of the web application. Select “My Site Host” as web site template (in Enterprise tab)
3. Central Admin à Manage Web App à Select “My Site” web app. Click “Managed Path” and add two paths (1) personal (wildcard) and (2) my (explicit)
4. Central Admin
à Manage Service Application, select User Profile Service, click “Manage” à Setup My Site
My Site host: http://bruce-pc:88/my
Personal Site host: http://bruce-pc:88/personal

My Site: one’s public profile page
Personal Site: one’s site for data and lists; not public

(that’s why we need to set up two new managed paths)

Trusted My Site Host Locations – for a large company with distributed farms, multiple My Site Hosts can exist. In this scenarios, admin manage a ist of trusted My Site Host locations, and then target each location to the audience of users who need to view those locations. Set up multiple My Sites trusted locations:

1. In My Site Settings section, choose “Configure Trsued Host Locations”

2. Click New Link.

3. Provide URL (top level URL of My Site), description and target audience.


[WCF4] Chapter 1 – Instroduction Windows Communication Foundation

Talked to my coworker today and decided it’s probably time to start working on WCF and Workflow 4, so wll start working on this book:
WCF 4 Step by Step (Page 1)

XML is a common data format.

For all application to agree on the XML format – you need XML Schema. By using XML and XML schema, web services and users’ applications can pass data back and forth in an ambiguous manner.

Web service and client use SOAP to communicate. Specification:
(1) The format of SOAP message
(2) How data shoul dbe encoded
(3) How to send message
(4) How to handle replies to these messages

A web service can publish WSDL, which is an XML that decribes the message the web service can accept and the structure of the responses it will send back. A client application can use this information to determine how to communicate with the web service.

RIA (Rich Internet Application), such as Silverlight.

A more lightweight (than XML) is to use native format defined by javascript – Javascript Object Notation (JSON). JSON is completely independent format.

JSON data is transmitted as text, such as
{“forname”:”John”, “surname”:”Sharp”, “age”,46}

Yu can use JSON parsers to convert their data into JSON format.

MS introduced Web services Enhancement (WSE) package. WSE provided wizards and other tools for generating much of the code necessary to help protect web services and client applications and to simply the configuration and deployment of web services.

Software-as-a-service (Service-Oriented Architecture, SOA) – key architectual principals behind SOA is the ability to reuse existing software assets.

*** WCF provides a model in which you can implement services that conforms to many commonly-accepted styles and standards, including SOAP, XM and JSON. Additionally, WCF supports MS technologies, such as Enterprise services, and MSMQ.

By using WCF, you can combine these technologies and make then accessible to non-MS applications/services.

Building WCF service – using Visual Studio 2010’s WCF service Template.

Page 9

Chapter 16 – Managed Metadata Service Applications

Wrox Professional Sharepoint 2010 Administration (P. 445)

Managed Metadata service – also called texonomy service.

Advantage of Managed Metadate service —
Provide a collection of metadata and content types to all sites within the Farm. Managed at a farm level :
1) A global framework – sites can cunsume the services and then extend them as needed
2) Consistency in data entry – by configure preferred values you can provide alternative selections to users when they enter values. For example, when user enters “car” or “vehicle”, SP will suggest “automobile”.
3) type ahead, prefreered values, and recently used values.

Features of Managed Metadata —

Column Types: Two new types of site column can be configured at a global level –

* Managed Metadata – a choice field that is configured to pull from levels within a global term store.
Within Central Admin, you can create term store that are used to populate various column types within SP. Term stores are collections o flike values. Can be populated manually or through a .CSV import file. The terms, or keywords are managed at a global level and consumed by sites and webs.

* Managed Keywords –very similar to managed metata, with the key difference that end user can enter new terms into the store.

Content types —

Managed Metadata Service —

[Managed Metadata Service]
is provided to different sites through the creation of a service application.

To prepare a new instance of the Managed Metadata service for use within the environment:
(1) Central Admin Application Mnagement Manage Service Applications
(2) To create a new Managed Metadata service application, select New
Managed Metadata Service option from Ribbon.

If this is checked, then the new service application will be associated with a web application when the web application is created.

Once the new instance is created:

Click and you can see the [Term store Management Tool], which allows you to configure options.

When a new web appl is created, it can either be automatically associated with the default service applications or can be configured using a custom set of service applications. Can change the association via: Central Admin Application Management Configure Service Application Associations.

Structured Metadata – collection of terms that are tightly controlled and only modified through a strict set of reviews.
Un-structures Metadata – collection of temrs that can be updated by users at will.

Terms are values selected by users in the system.

For each Metadata group, there are two configurable permissions:
(1) Group Managers – may add any items to the metadata group and also assign Contributors
(2) Contributors – Only add terms and configure group hierarchies.

Term set properties —
(ownership) Owner, Contact and Stakeholder. (Usability) Submission policy (closed or open), Available for tagging.

Term properties —
For each term, you can enter the synonym for the term.

If a user types “Form #2”, then “Form 2” will be saved/stored.

Using Managed Metadata fro your SP Sites —

On a list/doc library page, click [create column] to create a new column.

Select [managed metadata] as the column type

Search, locate and highlight the term set you want to use for this new column.

Or, you can use a custom new Term set created on site:
(note: this term set is only available to other sites in the site collection, and will not appear in the farm matadata term sets.)

This is called Column-Specific Term Set

When you add a new list item, in the New form, you will be prompted with available values as you type.

The metadata column can be configured/changed like any other columns; go to the page, List tab à List settings à select a column to edit property.

Features of Managed Metadata —
Type ahead – similar to Google Suggest
Browsing for valid options – user can browse and select an available value.

Office UI: From within the Office applications, the Sharepoint document properties can be accessed two wasy (1) Document Information Panel and (2) Advanced Properties.

Metadata Navigation —

Create dynamic filters based on metadata. à Configured from the [List Settings] page.
Under General Settings:

If you configure the Navigation Hierachies
(add item from left à right)

Then on the side menu you will see hierachy filters. Click on the value and the list will be refreshed and filtered.

If you Configure Key Filters…

You will see this in the side menu (similar to a search box but is used to filter the list once you click [Apply])

By defaukt, each column has a filter in a drop down menu

But if the column is configured as a Key Filter, then the filter option will not be available!!!

Content types —

Content Type hub – responsible for managing content types that can be published to all site collections that are consuming services provided in the managed metadata service.

The Content Type Hub is configured once for each managed metadata service.

 In Manage Service Application, select a managed metadata serivce application (such as HR Only Metadata), and click [Property] in the ribbon. Scroll down:
Enter a site collection URL as “Content Type Hub”.

Once you set the content type hub, there is no way to change it back.

Content type publishing is contreolled y two timer jobs (1) Content Type Hub and (2) Content Type Subscriber.

Click the connection name (the one under the metadata name), and click property button. Check the “Consumes….”

To create and publish content type:
Go to your site collection, and create a new content type. (Site Actions à Site Settings à Site Content Type à Create)
Once create a new site content type (and optionally group) and add columns to it, then in the new content type’s management screen, you will see this link:

Then you can publish it. After that you can follow the same process to re-publish or un-publish.

The go to Central Admin à Timer Jobs, and run the [Content Type Hub] and [Content Type Subscriber]

The various published content types can be viewed using the Content Type Publishing option.

The receiving/subscribing Site collection can configured the subscribed content ype by click on it. It can use this subscribing content type as a parent content type in its site collection.

Unpublish a content type:For any subscribing sites that have implemented the content type, a local copy will be created; the local content type can then be updated; however, any documented created with the content ype will be read-only, and will not be updated if the associated content type is updated.

(1) workflow and (2) Lookup column might not be able to publish because it depends on whether they work on the subscribing site collection.

Chapter 15 – Monitoring Sharepoint 2010

Wrox Professional Sharepoint 2010 Administration (P. 411)

ULS (Unified Logging Service) – (1) trace logs (2) event viewer and (3) new reporting database.

ULS doesn’t take actions on the events occurred.

Trace Logs – (in SP 2010, they’re officially referred to as trace logs)
Location – c:\program Files\Common\Microsoft Sharted\Web Server Extensions\14\ (or called Sharepoint Root)

ULS log creation is 30 minutes apart by default. NTFS compression.

Event Throttling Central Admin Configure Diagnostic logging

Every time you can a setting, the setting will turn bold.

Trace log settings —

Powershell –

Use this to get a lit of farm configurations —

set number of days to keep the log:
Set-SPDiagnosticConfig –DaysToKeepLogs 30

New-SPLogFile tells SP to create a new trace file.
Merge-SPLogFile to merge all trace log files in your farm into a single file on the local computer.

Correlation ID’s — Uniq GUID’s that are assigned to each user conversation with Sharepoint. Correlation ID’s are persisted across different servers in the same farm. (the id is the same on multile servers)

Correlation ID is generated for every conversation, no error needed. To get a Correlation ID without an error, you need to enable the developer dashboard.

Enable develop dashboard:
(1) Run command windows as Admin
(2) CD to C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\14\BIN
(3) stsadm -o setproperty -pn developer-dashboard -pv on

$dash = [Microsoft.SharePoint.Administration.SPWebService]::


$dash.DisplayLevel = ‘OnDemand’;

$dash.TraceEnabled = $true;

This is a FARM Setting – but only site collection administrator will see it.

Logging Database – a repository of Sharepoint events from every machine in your farm. It aggregates information from many different locations and write them all to a single database. (you can delete it and let SP re-create it)

Configure the Logging Database —

Central Admin Monitoring Health Data Collection (enabled by default)

Usage data logs – saved in the 14 Hive, next to Trace lOgs, file name *.usage.

Default logging database: WSS_Logging

I might make sense to move this DB to another SQL server. To change the DB in PowerShell —
Set-SPUsageApplication -DatabaseServer <Database server name> -DatabaseName
<Database name> [-DatabaseUsername <User name>] [-DatabasePassword <Password>] [-Verbose]

Central Admin Monitoring Reporting uses data from the Logging Database.

Health report – to identity the slowest page or user-active page. (Slowest Page & Most Active Users)

Web Analytics Report – also from logging database à Choose an application first, and then find out the total page view, visitors, etc. It provides functons similar to Webtrends!!!

To see the Web Analytics report for Central Admin, Site Actions à Site Settings, under Site Action, click [Site web analytics reports]

Health Analyzer – use time job to run rules to periodically check on system metrics.

Reviewing Problems – heath Analyzer (red bar when you go to Central Admin)

To see all warnings/problems, go to: Central Admin à Monitoring à Review Problems and Solutions

Use the button “Re-analyze Now” to re-analyze the problem. “Repair Automatically”,if presented, to repait the issue.

Rule Definitions —

Cenral Admin à Motoring à Review Rule Definitions

Timer Jobs —

Time Job management —

You can choose a server to run Timer Jobs on a specific Content Database:
Central Admin à Application Management à Manage Content Database.

Chapter 14 – Configuring and Managing Enterprise Search

Wrox Professional Sharepoint 2010 Administration (P. 371)

SP Search server limit: 100 million items. If want more, go to Fast Search – 1 billion.

Different version

Sharepoint Foundation Search – index all your SP contents; admin and UI have no settings to configure.
Start SP Foundation Search:
Central Admin à System settings à Manage Services on Server à Sharepoint Fondation search.
Note: this is not available in SP server 2010, only in Sharepoint 2010 Foundation

Contextual Scope: If you go to a list and do a search, SP Search will default to searching your list. You can see this from the URL:
u=<Your URL location>

Search Server = the Search Server that comes with SP 2010
Search Server = Search Server Express (SSX) with more scalability

Central Admin à Application Management à Manage Service Application à Page Bottom

Admin (Admin Component) –

tells all other cmponents and servers what to do by managing the topology. If server is offline, others will continue serving their role. This server is responsible for starting crawls, reassigning crawl tasks. It uses administrative database to store all information.

The Admin Component will be on the first SP server installed.

Crawl —

the piee that will connect to your content, bring it down to server, generate the index and extract the necessary metadata. Crawler does not store a copy of your index. Crawler doesn’t store a copy of the index; it merely push the change for the index to query server.

Crawl component keeps track of what needs craled and what crawled ina crawl database. You can have multiple crawler assigned to the same database.

Index Partition —

Query component is responsible for responding to queries.
Scale – divide the index into multiple partitions, and each partition can be assigned to a different query server. If assigned to 2 query servers.

Max items in an index partition is 10 million.Each time you introduce a new partition, you need to ntroduce a new query server.

Adding a server to the search topology —

Search UI —

Wild card works only at the end of the word, such as sh*.
*it will not work.

Boolean searches – AND, OR and NOT – musy capitalize!!!!! You can use parentheis, and quotes, such as:
(“Accounting Policy” or “Accounting Procedures”) AND Termination

Range – suhc as =, >, <, <=, >= operators.

Property Search: such as:
title: “Vacation Policy”
Any metadata can be used.

Relevancy Improvements —

Phrase Matching — for example, dales representative; two words together will rank higher than separate.

Clickthrough Count —

Tagging – pages that has more tags rank higher.

Refiners – List of peoperties on the left pane.

Search alerts and RSS feeds – receive search result emails, or subscribed to search result RSS.

Windows 7 Desktop Search Add-On – (paper with a magnifier) Clicking this icon will add a search connector to your Windows 7 Desktop Search. You can search Sharepoint site from your Window machine.

View in Browser – If you hav Office Web Application, the [View in Browser] link will appear, so user can see the document inside browser.

Query federation – To add search results from any OpenSearch-compliant search engine to your Sharepoint site. These results appears in a seaprate web part on the right-handside of the screen, and are not mixed with your own search results. These are loaded asynchronously so no waiting. Useful when there are multiple farms.

Extensible web parts – Can make changes to the XSLT from the browser. Or, modify the config xml file to control what properties are returned with the search results.

“Do you mean….?” Feature —

Search Suggestions – (google style)

Search administration – Two places :

(1) Site collection level – (In the Site Collection Administration)
Site Actions à Site Settings à Site Collection Administration:

(2) Service application level

On the left hand side, “Content Sources”, define what SP will be crawling. SP automatically creates one Content Source, which include all your existing web apps.

SP allows 6 different kinds of Content Sources:
(1) SharePoint Sites
(2) Web Sites – Non-Sharepoint sites.
(3) File Shares – Shared network Drive
(4) Exchange Public Folders
(5) Line of Business data – can search external data source
(6) Custom Respository – BDC to connect to external data source.

Two types of crawl —
(1) Full crawl – crawl every bit of content it can find on the web service. Keep crawling until there is nothing to find.
(2) Incremental crawl – Only crawls contents that have changed since last crawl. (by referencing the crawling log)

Setting a crawl schedule —
In “Edit Content Source”,

Crawl rules – set a crawl rule to exclude contents. (Side menu) TO set up rules to exclude or include a specific URL/path.

Crawl log —

Server name mapping – in the search result, instead of showing X:\path1\Path 2\myfile.doc, you can map it to

Host distribution rules – won’t work if your sharepoint farm has only one database.

File Types – list of types of documents to include in the search index. (nearly 50 included out of box). PDF is not included by default. (need to install PDF iFilter so SP can index the PDF file)

Index Reset – reset/removed all crawl index; won’t be able to search until all contents are –re-crawled. Need to disable alert during re-crawl.

Crawl Impact rules – For a specify URL (server), specify how many (max # ) documents/files to crawl at a time, or one document at a time and wait X seconds in between. This will help relieve performance impact on the crawled server.

Aueries and Results —

Authoritative pages – Admin can specify which pages in the site are the ost authoritative or contain the most relavant information Can specify as many as you want. (1st auth, 2nd auth…. Etc.) You can also “demote” a page/site.

Federated locations – Enable user’s query to be performed on multiple, alternative sources along with the SP standard search.

Metadata properties —

Scopes — Provides a way for users to narrow their search even before performing a query. To include or exclude results.

Search result removal – to immeidiately (1) remove content from search result and (2) add crawl rule to exclude the content.

Reports —

Administration report – query, latency… etc.

Web Analytics reports – User search report – how users use search. (# of searches per day etc.)

Other search features —

Mobile search – no graphics, no previews or suggestions.

People Search – (Fast Search only indexes content, not people). Sharepoint Search CAN index people.

Fast Search – difference —

Thumbnail: Fast Search has a thumb nail for each result;
Scrolling Preview: Click on the thumbnail for a scrolling preview
Similar results – a “Similar Result” link
User Context – can target search results for different group of users.
Visual best bets —
Promote/Demote document —



Chapter 13 – Using Features and Solution Packages

Wrox Professional SP 2010 Admin (P. 349)

A feature is a collection of elements that are grouped together and, though they are not required to, usually composed of logically related elements. (an element can be web part, workflow, content type definition….)

Solution enabled you to have a single deployment point for all of the servers in your farm, and to schedule deployments and update via jobs. You can use solution to schedule deployments and updates.

Using SP 2010 Features —

Features are located in TEMPLATE\FEATURES located at the 14 hive. Each feature has it own directory; and at a minumal, each feature has its own feature.xml.

Defining Scope —

Feature has a specific scope – farm, web application, site collection and site.

Managing Features —

To manage features at a site collection level, a user must have [Manage Web] permission.

Go to your site collection à Site Actions à Site Settings

When accessing features for farm or web application, you must use Central Admin.

Central Admin à Manage Farm Feartures:

Central Admin à Manage Web Application:

A feature can be set to be ‘hidden’. (the element canbe found in ‘feature.xml’ file) If it’s hidden, the only optionis to use Powershell to activate/deactivate them.

Managing features via Powershell —

Display only the site features
Get-SPFeature | Where-Object {$_.Scope –Eq “Site”}
Get-SPFeature –Site http://xxxx/sitecollectionpath

Installing and uninstalling Features —

Generally, you should not install/uninstall features outside of solution infrasture.
Install-SPFeature HelloWorldWebPart

Activate/deactivate features —
Enable-SPFeature HelloWorldWebPart
Disable-SPFeature HelloWorldWebPart

Solution —

Solution are nothing more than a properly formatted *.cab file that has a *.wsp extension.

Managing Farm Solution via Central Admin —
Central Admin à System Settings à Farm Management à Manage Farm Solutions

Managing Farm Solutions via the command line —
Get-SPSolution HelloWorldWebpart.wsp

Adding, Updating and removing solutions – with Powershell only
Add-SPSOlution c:\HellowWorldWebPart.wsp
Update-SPSolution HelloWorldWebPart.wsp –LiteralPath C:\HelloWorldWebPart.wsp
Remove-SPSolution HelloWorldwebPart.wsp

Deploying and Retracting Solutions —
Install-SPSolution HellowWorldWebPart.wsp –webApplication http://sharepointsite
Uninstall-SPSolution HelloWebPart.wsp –WebApplication http://sharepointsite

Managing Sandbox Solutions —
Administrator’s à Central Admin à Configure Quotas and Locks