RTM’d today: Inside Microsoft SharePoint 2010
We’re very pleased to announce that Ted Pattison, Andrew Connell, Scot Hillier, and David Mann’s book, Inside Microsoft SharePoint 2010 (ISBN 9780735627468) has shipped to the printer!
Guided by an author team with in-depth knowledge of SharePoint architecture, you’ll gain task-oriented guidance and extensive code samples to help you build robust business solutions that leverage the features of SharePoint Foundation and SharePoint Server 2010. Learn to build complete SharePoint 2010 solutions using deep architectural insights from the experts.
Get a detailed look at SharePoint 2010—and master the intricacies of developing intranets, extranets, and Web-based applications. Master the fundamentals of developing in terms of features and solutions. Learn the architectural differences between farm solutions and sandboxed solutions. Create page templates, master pages, Web Parts, custom controls and event handlers. Develop custom field types, site columns, content types, and list definitions. Learn to query SharePoint sites using the new LINQ-to-SharePoint provider. Leverage the new Client Object Model in JavaScript and in Silverlight applications. Leverage and extend the new Enterprise Content Management (ECM) features. Configure and extend Business Connectivity Services (BCS) and Enterprise Search. The book also provides code samples and bonus content on the Web
The book will be available via online retailers around February 15. In the meantime, here’s more information about the book:
Table of Contents
1 SharePoint 2010 Developer Roadmap ……….1
SharePoint Foundation ……….2
SharePoint Foundation Architecture ……….3
SharePoint Farms . ……….5
Web Applications . ……….8
Service Applications ……….10
SharePoint Server 2010 . ……….13
Sites ……….14
Customizing Sites . ……….17
SharePoint Designer 2010 ……….20
Site Customization vs. SharePoint Development . ……….22
Windows PowerShell Boot Camp for SharePoint Professionals . ……….23
Learn Windows PowerShell in 21 Minutes ……….24
The Windows PowerShell Integrated Scripting Environment (ISE) . ………. 28
The SharePoint PowerShell Snap-in ……….30
Conclusion . ……….33
2 SharePoint Foundation Development . 3 ……….5
The Server-Side Object Model . ……….35
Creating the Hello World Console Application ……….36
Enabling the SharePoint Developer Dashboard . ………. 39
Developing SharePoint Solutions ……….40
Developing a SharePoint Solution Using a ClassLibrary Project ……….41
The SharePoint Root Directory ……….42
Creating a Feature Definition ……….44
Creating a Solution Package ……….50
Feature Upgrade Enhancements in SharePoint 2010 ……….61
Conclusion . ……….68
3 SharePoint Developer Tools in Microsoft Visual Studio 2010 ……….69
Life Before SharePoint Developer Tools . ……….69
Getting Started with the SharePoint Developer Tools . 71
Using SharePoint Explorer ……….71
Adding a Feature Receiver ……….76
Adding a SharePoint Project Item . ……….78
Deployment and Testing . ……….82
Working with Mapped Folders ……….84
Conclusion . ……….87
4 Sandboxed Solutions . ……….89
Understanding the Sandbox . ……….90
Building a Basic Sandboxed Solution . ……….91
Understanding the Architecture . ……….95
Understanding Solution Restrictions ……….97
Designing a Sandboxed Solution ……….100
Understanding Full-Trust Proxies ……….104
Administrating Sandboxed Solutions . 108
Using Central Administration Tools ……….108
Validating Sandboxed Solutions ……….111
Using Windows PowerShell for Administration ……….114
Using Site Collection Tools . ……….115
Conclusion . ………. 116
5 Pages and Navigation ……….117
SharePoint Foundation Integration with ASP.NET ……….117
ASP.NET Fundamentals ……….118
SharePoint Web Applications . ……….121
Web Application Configuration Files ……….123
The Virtual File System of a Site . ……….125
Page Templates and Ghosting ……….128
Application Pages . ……….130
Master Pages . ………. 133
Creating Site Page Templates . ……….138
Creating Pages in Sandboxed Solutions . ………. 141
The Module SharePoint Project Item Type ……….141
The SandboxedSolutionPages Sample Project ……….145
Creating Web Part Pages ……….147
Creating Output References to Integrate Silverlight Applications ……….149
Creating Pages in Farm Solutions ……….151
Navigation Support for Application Pages ……….156
Custom Breadcrumb Navigation Using a Site Map ……….157
Creating a Reusable Branding Solution ……….159
Deploying a Custom Master Page . ……….160
Deploying CSS Files and Images to the Style Library . ………. 162
Conclusion . ………. 166
6 Controls and Web Parts . ………. 169
Developing with Controls . ……….169
The WingtipControls Sample Project . ……….170
Safe Mode Processing and Safe Controls ……….172
Using a Custom Control to Create a Menu ……….175
User Controls ……….178
Delegate Controls ……….182
Developing Web Parts . ……….186
Web Part Fundamentals ……….187
Web Part Output Rendering 196
Persistent Properties . ………. 203
Custom Editor Parts . 206
Web Part Verbs . ……….208
Web Parts Connections . ……….211
Asynchronous Processing . ………. 216
Conclusion . ………. 223
7 Lists and Events ……….225
Creating Lists . ……….225
Fields and Field Types ……….229
Views ……….235
Site Columns . ……….236
Content Types . ……….241
Working with Document Libraries ……….248
Creating a Document Library . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 249
Adding a Custom Document Template ……….250
Creating Document-based Content Types ……….252
Programming with Documents . ……….254
Creating Documents with Code ……….255
Creating and Registering Event Handlers ……….258
Event Receiver Classes . ……….260
Registering Event Handlers ……….261
Programming Before Events ……….268
Programming After Events . ……….273
Conclusion . ……….275
8 Templates and Type Definitions ……….. 277
Field Type Definitions ………..277
Creating Custom Field Types . ……….. 278
Creating a Custom Field Control . ……….. 284
List Definitions ………..292
Creating Site Column Definitions ………..294
Creating Content Type Definitions . ………..296
Creating List Definitions . ………..298
Feature Activation Dependencies . ………..302
Site Definitions ………..304
Configurations and Web Templates . 3 ………..05
ONET.XML: The Site Definition Manifest . ………..306
The Global Site Definition ……….. 310
Creating and Initializing Sites ………..312
Creating a Site Provisioning Provider . ………..314
Conclusion . ………..318
9 Accessing Data in Lists ………..319
Using the Basic List Object Model . ………..319
Querying Lists with CAML ………..321
Querying Joined Lists ………..323
Querying Multiple Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 324
Throttling Queries ………..327
Introducing LINQ ………..329
LINQ Overview . ………..330
Understanding LINQ Language Elements . ………..331
Working with LINQ to SharePoint . ………..335
Generating Entities with SPMetal ………..335
Querying with LINQ to SharePoint . ………..340
Adding, Deleting, and Updating with LINQ to SharePoint . ……….. 342
Working with Document Libraries ………..344
Using the Basic Library Object Model ………..344
Working with Open XML ………..347
Conclusion . ………..352
10 Client-Side Programming ………..353
Understanding Client Object Model Fundamentals ………..353
Understanding Contexts . ………..355
Loading and Executing Operations ………..356
Working with the Managed Client Object Model ………..359
Handling Errors ………..359
Understanding Authentication and Authorization ………..362
Creating, Updating, and Deleting . ……….. 364
Working Asynchronously . ……….. 367
Working with the Silverlight Client Object Model . ………..368
Introducing Silverlight Development . ………..368
Asynchronous Programming with Silverlight . ………..371
Error Handling in Silverlight . ………..374
Passing Parameters to Silverlight ………..374
Creating a Custom Silverlight Host . ………..376
Working with the JavaScript Client Object Model . ………..378
Setting Up a Basic Page ………..378
Handling Errors in the JavaScript Client Object Model . ………..380
Running Code on Page Load ………..382
Debugging JavaScript ……….. 382
Working with AJAX ………..382
Using Object-Oriented JavaScript . ………..384
Working with JQuery ………..387
Working with WCF Data Services……….. 388
Getting Started with WCF Data Services . ………..389
Using WCF Data Services in Visual Studio . ……….. 390
Conclusion . ………..391
11 Creating and Developing Workflows………. 393
What Is Workflow? . ………. 393
SharePoint Workflow Fundamentals 395
The User Experience in a SharePoint………. Workflow ……….. 397
Creating Custom Workflows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 399
SharePoint Designer 2010 ……….399
Getting Started . ……….400
Creating a Workflow with Visio and SharePoint Designer . ……….409
Developing Custom Workflow Components . ………. 417
Developing Custom Actions . ……….419
Developing Custom Workflow Templates . ……….426
Conclusion . ……….453
12 SharePoint Security………. 455
Authentication, Authorization, and Identities . ……….455
User Information List . ……….458
Users and Groups . ……….459
Application Pool Identities . ………. 462
SharePoint System Account . ………. 462
Delegating User Credentials ……….466
User Impersonation with the User Token . ………. 467
Securing Objects with SharePoint . ……….468
Rights and Permission Levels . ………. 469
Handling Authorization Failures with SPUtility ……….472
Claims-Based Security . ……….473
Claims Architecture . ……….475
User Claims ……….476
Custom Claims Providers ……….479
Conclusion . ………. 484
13 Business Connectivity Services ……….. 485
Introducing Business Connectivity Services ………..486
Creating Simple BCS Solutions . ……….. 488
Creating External Content Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 488
Creating External Lists ……….. 491
Understanding External List Limitations ………..493
Understanding BCS Architecture ……….. 495
Understanding Connectors ………..495
Understanding Business Data Connectivity ………..496
Managing the BDC Service . ………..497
Understanding the BDC Server Runtime . ………..500
Understanding the Client Cache . ………..500
Understanding Office Integration Runtime ………..501
Introducing the Secure Store Service . ………..501
Understanding Package Deployment ………..504
Understanding Authentication Scenarios ………..504
Configuring Authentication Models . ……….. 504
Accessing Claims-Based Systems ………..508
Accessing Token-Based Systems . ……….. 509
Managing Client Authentication . ……….. 509
Creating External Content Types . ……….. 510
Creating Operations ………..511
Creating Relationships ………..513
Defining Filters . ………..515
Using ECTs in SharePoint 2010 . ………..516
Creating Custom Forms ………..516
Using External Data Columns ………..517
External Data Web Parts . ………..518
Creating a Profile Page ………..519
Searching External Systems ………..520
Supplementing User Profiles . ………..521
Using ECTs in Office 2010……….. 522
Using the SharePoint Workspace ………..522
Understanding Outlook Integration . ………..523
Using Word Quick Parts ………..524
Creating Custom BCS Solutions ………... 525
Using the BDC Runtime Object Models . ……….. 525
Using the Administration Object Model ………..528
Creating .NET Assembly Connectors ………..531
Conclusion ………... 534
14 Enterprise Content Management ……….535
ECM in SharePoint Server 2010 ……….535
“Featurization” of ECM Capabilities for Wide Use . ……….536
ECM Site Templates . ……….536
Document Management . ……….537
Large Lists ……….537
Check-in/Checkout ……….539
Document Sets . ……….540
Document IDs . ……….547
Records Management………. 550
Declaring Records ……….550
Content Organizer . ……….551
Web Content Management ……….552
Page Rendering Process ……….552
Creating New Page Types . ……….554
Content Aggregation with the Content Query Web Part . ……….557
Managed Metadata ……….559
Term Sets . ……….560
Enterprise Content Types ……….567
Conclusion . ……….568
15 SharePoint Search ……….. 569
Introducing Search-Based Applications . ………..570
Understanding Search Architecture ………..571
Understanding the Search Service Application ………..572
Understanding the Indexing Process . ………..573
Understanding the Query Process ………..574
Introducing Search Web Parts . ………..574
Introducing the Search Object Models ………..575
Creating Ranking Models ………..575
Creating a Custom Ranking Model . ………..577
Using a Custom Ranking Model ………..580
Customizing Search Centers . ………..581
Adding New Tabs . ……….. 582
Customizing Search Core Results ………..583
Working with Keyword Query Syntax ………..588
Working with SQL Full-Text Search . ………..589
Creating .NET Assembly Connectors for Search . ……….. 590
Search-Enabling a Model ………..590
Implementing Security in Search Results ………..593
Crawling the .NET Assembly Connector ………..596
Conclusion . ………..596
Introduction
The purpose of this book is to help you design and develop custom business solutions for SharePoint 2010 which includes the two products SharePoint Foundation and SharePoint Server 2010. Our goal is to teach you how to create, debug, and deploy the fundamental building blocks such as Features, Pages, Web Parts, Site Columns, Content Types, Event Handlers, and Workflow Templates. Once you apply yourself and become comfortable developing with these building blocks, there’s no limit to the types of applications and solutions you can create on the SharePoint 2010 platform.
Who This Book Is For
This book is written for experienced Windows developers who are proficient with Visual Studio, the Microsoft .NET Framework, and ASP.NET. The code samples in this book are written in C# and have been created to provide a comprehensive overview of the projects you can create for SharePoint 2010..Our primary audience for this book is software developers and architects looking for expert guidance on designing and developing business applications on this platform. Developers who are new to the SharePoint platform as well as experienced SharePoint developers will benefit from this book.
System Requirements
You’ll need the following hardware and software to build and run the code samples for this book:
· Microsoft Windows Server 2008 or Microsoft Windows Server 2008 R2
o The operating system can be installed natively or on a Virtual Machine (VM)
o For a native installation, we recommend at least 4 GB of RAM
o For an installation on a VM, we recommend 8 of RAM on the most machine
· Microsoft SharePoint Foundation or SharePoint Server 2010
· Microsoft Visual Studio 2010
· Microsoft SharePoint Designer 2010
· Microsoft Office Visio 2010
Foreword
With the recent release of SharePoint 2010, one of Microsoft’s fastest growing products has gotten even hotter. SharePoint 2010 has not only become more popular among end users and IT Pros, but it’s also doing extremely well with developers. This is in part due to the significant advances in the platform, but also in the great tooling that Visual Studio 2010 has introduced.
Platform capabilities and tooling combined make SharePoint one of the most compelling collaborative platforms in the market today; a platform where many projects seek out custom development. Platform capabilities and tooling, though, are just the foundation; to truly build boundless solutions using SharePoint requires a solid understanding of how you can apply those capabilities. And as you embark on your custom development projects with SharePoint, it’s important to get the right training and insight into the platform to ensure you not only understand what you can exploit in SharePoint 2010 but also how you can build and deploy compelling solutions.
If you’re picking up this book, you’ve probably got more than a casual interest in SharePoint; you’re likely ready to begin or are already actively engaged in SharePoint development. SharePoint 2010 offers so much for the developer, ranging from sandboxed solutions, new data modeling and management capabilities, improved user experience programmability, workflow, line-of-business integration, security, to enterprise content management, and much, much more. And to provide you with a clear, concise breakdown of each of these areas and to help you build the professional-grade solutions you need to build, I can’t think of anybody better than Ted, Andrew and Scot to deliver this to you. No matter where you are in your SharePoint development career, Inside SharePoint 2010 provides you with a technical understanding that cuts across new features and functionality, giving you invaluable insight into SharePoint 2010.
As you make your way through this book and beyond, I hope you’ll see and experience the great potential that lies within SharePoint 2010. For the developer, it represents a significant shift enabling you to more easily build and deploy great solutions on what is one of the best collaborative platforms in the market today. And in the true spirit of the Inside series, with this book you’ll get a deep look into the innards of SharePoint 2010; it’s one of the core books you’ll keep on your shelf as a reference that will eventually become dog-eared and tabbed from overuse.
Enjoy Inside Microsoft SharePoint 2010, and best of luck in your SharePoint development!
Steve Fox
Director, Developer & Platform Evangelism
Microsoft
From Chapter 1, SharePoint 2010 Developer Roadmap
Unless you’ve been hiding under a rock or programming in the clouds, you’ve probably noticed that Microsoft SharePoint technologies have become popular. Over the last few years, IT professionals throughout the industry—including many people at Microsoft—have been surprised by the accelerated adoption rate of SharePoint and its impressive sales revenue, which is over a billion dollars.
It is safe to say that SharePoint technologies have made it into the mainstream of software products used by companies and organizations around the world. Today, millions of people work with SharePoint technologies every day, including business users, power users, executives, site administrators, farm administrators, and professional developers.
Microsoft has released four versions of SharePoint technologies, which are listed in Table 1-1. Each SharePoint release has included an underlying core infrastructure product and a second product that adds business value to the infrastructure. The core infrastructure product has always been free to customers who already have licenses for the underlying server-side operating system, Microsoft Windows Server. Microsoft makes money on SharePoint technologies by selling customers server-side licenses as well as client access licenses (CALs).
Table 1-1 A Brief History of SharePoint
Year Core Infrastructure Product Business Value Product
2001 SharePoint Team Services SharePoint Portal Server 2001
2003 Windows SharePoint Services 2.0 Microsoft SharePoint Portal Server 2003
2007 Windows SharePoint Services 3.0 Microsoft Office SharePoint Server 2007
2010 Microsoft SharePoint Foundation Microsoft SharePoint Server 2010
SharePoint 2001 introduced an environment that allowed users to create sites, lists, and document libraries on demand based on a data-driven design. The implementation was based on a Microsoft SQL Server database that tracked the creation of sites and lists by adding records to a static set of database tables. This initial version of SharePoint had a couple noteworthy shortcomings. First, it was cumbersome to customize sites. Second, the files uploaded to a document library were stored on the local file system of the front-end Web server, which made it impossible to scale out SharePoint Team Services sites using a farm of front-end Web servers.
SharePoint 2003 was the first version to be implemented on top of the Microsoft .NET Framework and ASP.NET. This version began to open new opportunities for professional developers looking to extend the SharePoint environment with Web Parts and event handlers. Also in this version, Microsoft altered the implementation for document libraries to store files inside a back-end SQL Server database, which made it possible to scale out SharePoint sites using a standard farm of front-end Web servers.
SharePoint 2007 introduced many new concepts to the underlying SharePoint architecture, including site columns, content types, and features and solution packages. Microsoft also improved the integration of SharePoint with ASP.NET, which made it possible for .NET developers to extend SharePoint sites by creating familiar ASP.NET components such as master pages, user controls, navigation providers, authentication providers, and custom HttpModule components.
SharePoint 2010 is the fourth and most recent release of SharePoint technologies. It includes Microsoft SharePoint Foundation and Microsoft SharePoint Server 2010. The goal of this book is to build your high-level understanding of SharePoint Foundation from the viewpoint of a professional developer. Along the way, you will learn how SharePoint Server 2010 extends SharePoint Foundation to add extra functionality and business value.
SharePoint Foundation represents different things to different people. To users, SharePoint Foundation provides the infrastructure for Web-based business solutions that scale from simple team collaboration sites to enterprise-level applications. To site collection administrators, SharePoint Foundation provides the capability to customize sites by adding lists and document libraries and by customizing many aspects of a site’s appearance through the browser or by using a customization tool such as SharePoint Designer 2010.
To a company’s IT staff, SharePoint Foundation provides a scalable and cost-effective solution for provisioning and managing a large number of sites in a Web farm environment. It also provides a reliable mechanism to roll out applications and to version these applications over time.
To a developer, SharePoint Foundation represents a rich development platform that adds value on top of the underlying ASP.NET platform. Developers build software solutions targeting SharePoint Foundation using features and components such as Web Parts, event handlers, and workflows. Now that you’ve studied the SharePoint developer roadmap and made it through our PowerShell boot camp, you’re ready to dive into the fundamentals of SharePoint Foundation development.