For Dummies Share Point 2010 Development

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g Easier! Making Everythin

int 2010 SharePo pment DeveloMicrosoft

Learn to: Understand how SharePoint 2010 has redefined development Develop SharePoint solutions without writing a single line of code Understand when to use which SharePoint tool Boost productivity through SharePoint 2010 and Microsoft Office integration

Ken WitheePresident, Portal Integrators LLC

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SharePoint 2010 DevelopmentFOR

DUMmIES

SharePoint 2010 DevelopmentFOR

DUMmIES

by Ken Withee

SharePoint 2010 Development For DummiesPublished by Wiley Publishing, Inc. 111 River Street Hoboken, NJ 07030-5774 www.wiley.com Copyright 2011 by Wiley Publishing, Inc., Indianapolis, Indiana Published by Wiley Publishing, Inc., Indianapolis, Indiana Published simultaneously in Canada No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning or otherwise, except as permitted under Sections 107 or 108 of the 1976 United States Copyright Act, without either the prior written permission of the Publisher, or authorization through payment of the appropriate per-copy fee to the Copyright Clearance Center, 222 Rosewood Drive, Danvers, MA 01923, (978) 750-8400, fax (978) 646-8600. Requests to the Publisher for permission should be addressed to the Permissions Department, John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030, (201) 748-6011, fax (201) 748-6008, or online at http:// www.wiley.com/go/permissions. Trademarks: Wiley, the Wiley Publishing logo, For Dummies, the Dummies Man logo, A Reference for the Rest of Us!, The Dummies Way, Dummies Daily, The Fun and Easy Way, Dummies.com, Making Everything Easier, and related trade dress are trademarks or registered trademarks of John Wiley & Sons, Inc. and/ or its affiliates in the United States and other countries, and may not be used without written permission. Microsoft and SharePoint are registered trademarks of Microsoft Corporation. All other trademarks are the property of their respective owners. Wiley Publishing, Inc., is not associated with any product or vendor mentioned in this book. LIMIT OF LIABILITY/DISCLAIMER OF WARRANTY: THE PUBLISHER AND THE AUTHOR MAKE NO REPRESENTATIONS OR WARRANTIES WITH RESPECT TO THE ACCURACY OR COMPLETENESS OF THE CONTENTS OF THIS WORK AND SPECIFICALLY DISCLAIM ALL WARRANTIES, INCLUDING WITHOUT LIMITATION WARRANTIES OF FITNESS FOR A PARTICULAR PURPOSE. NO WARRANTY MAY BE CREATED OR EXTENDED BY SALES OR PROMOTIONAL MATERIALS. THE ADVICE AND STRATEGIES CONTAINED HEREIN MAY NOT BE SUITABLE FOR EVERY SITUATION. THIS WORK IS SOLD WITH THE UNDERSTANDING THAT THE PUBLISHER IS NOT ENGAGED IN RENDERING LEGAL, ACCOUNTING, OR OTHER PROFESSIONAL SERVICES. IF PROFESSIONAL ASSISTANCE IS REQUIRED, THE SERVICES OF A COMPETENT PROFESSIONAL PERSON SHOULD BE SOUGHT. NEITHER THE PUBLISHER NOR THE AUTHOR SHALL BE LIABLE FOR DAMAGES ARISING HEREFROM. THE FACT THAT AN ORGANIZATION OR WEBSITE IS REFERRED TO IN THIS WORK AS A CITATION AND/OR A POTENTIAL SOURCE OF FURTHER INFORMATION DOES NOT MEAN THAT THE AUTHOR OR THE PUBLISHER ENDORSES THE INFORMATION THE ORGANIZATION OR WEBSITE MAY PROVIDE OR RECOMMENDATIONS IT MAY MAKE. FURTHER, READERS SHOULD BE AWARE THAT INTERNET WEBSITES LISTED IN THIS WORK MAY HAVE CHANGED OR DISAPPEARED BETWEEN WHEN THIS WORK WAS WRITTEN AND WHEN IT IS READ. For general information on our other products and services, please contact our Customer Care Department within the U.S. at 877-762-2974, outside the U.S. at 317-572-3993, or fax 317-572-4002. For technical support, please visit www.wiley.com/techsupport. Wiley also publishes its books in a variety of electronic formats. Some content that appears in print may not be available in electronic books. Library of Congress Control Number is available from the publisher upon request. ISBN: 978-0-470-88868-1 Manufactured in the United States of America 10 9 8 7 6 5 4 3 2 1

About the AuthorKen Withee is President of Portal Integrators LLC (www.portalintegrators. com), a professional services firm specializing in Microsoft SharePoint, SharePoint Online, and Microsoft Office 365. He lives with his wife Rosemarie in Seattle, Washington. He is author of Microsoft Business Intelligence For Dummies and coauthor of Professional Microsoft SQL Server 2008 Reporting Services (WROX). Ken earned a Master of Science degree in Computer Science studying under Dr. Edward Lank at San Francisco State University. Ken has more than 12 years of professional computer and management experience working with a vast range of technologies. He is a Microsoft Certified Technology Specialist and is certified in SharePoint, SQL Server, and .NET.

DedicationI dedicate this book to my wife and best friend, Rosemarie Withee, who encouraged me daily throughout this time-intensive process. I owe her another years worth of late nights and weekends and hope to make it up to her during our long future together. I love you!

Authors AcknowledgmentsI would like to acknowledge my grandma Tiny Withee who turns 98 this year and is still going strong. I would also like to acknowledge my wife Rosemarie Withee, mother Maggie Blair, father Ken Withee, sister Kate Henneinke, and parents-in-law Alfonso and Lourdes Supetran and family. Thanks to Katie Feltman, Rebecca Huehls, Barry Childs-Helton, Mike Talley, and the rest of the For Dummies team for providing more support than I ever thought possible. It is truly amazing how much work goes into a single book.

Publishers AcknowledgmentsWere proud of this book; please send us your comments at http://dummies.custhelp.com. For other comments, please contact our Customer Care Department within the U.S. at 877-762-2974, outside the U.S. at 317-572-3993, or fax 317-572-4002. Some of the people who helped bring this book to market include the following: Acquisitions, Editorial, and Media Development Project Editor: Rebecca Huehls Senior Acquisitions Editor: Katie Feltman Senior Copy Editor: Barry Childs-Helton Technical Editor: Mike Talley Editorial Manager: Leah P. Cameron Media Development Assistant Project Manager: Jenny Swisher Editorial Assistant: Amanda Graham Sr. Editorial Assistant: Cherie Case Cartoons: Rich Tennant (www.the5thwave.com) Composition Services Project Coordinator: Katherine Crocker Layout and Graphics: Samantha K. Cherolis Proofreaders: Jessica Kramer, The Well-Chosen Word Indexer: Broccoli Information Mgt.

Publishing and Editorial for Technology Dummies Richard Swadley, Vice President and Executive Group Publisher Andy Cummings, Vice President and Publisher Mary Bednarek, Executive Acquisitions Director Mary C. Corder, Editorial Director Publishing for Consumer Dummies Diane Graves Steele, Vice President and Publisher Composition Services Debbie Stailey, Director of Composition Services

Contents at a GlanceIntroduction ................................................................ 1 Part I: Understanding the SharePoint Development Platform .................................................. 5Chapter 1: Understanding the SharePoint Hype ............................................................ 7 Chapter 2: SharePoint Online ......................................................................................... 17 Chapter 3: SharePoint Development Overview............................................................ 25

Part II: Developing with Your Web Browser and Microsoft Office .................................................. 35Chapter 4: Developing Sites with Your Web Browser ................................................. 37 Chapter 5: Taking Excel to a New Level with SharePoint ........................................... 77 Chapter 6: Collecting Information with InfoPath ....................................................... 107 Chapter 7: Integrating Visio and Word with SharePoint ........................................... 139

Part III: Exploring Standalone SharePoint Development Tools ................................................... 167Chapter 8: Using SharePoint Designer to Make Your Sites Sing .............................. 169 Chapter 9: Developing Reports with Report Builder ................................................ 199 Chapter 10: PerformancePoint Development with Dashboard Designer ............... 221

Part IV: Unleashing the Programmer Within .............. 247Chapter 11: SharePoint Development with Visual Studio ........................................ 249 Chapter 12: Commanding SharePoint through Code ................................................ 265 Chapter 13: Developing Web Par ts.............................................................................. 291 Chapter 14: Working from the PowerShell Command Line ...................................... 309

Part V: The Part of Tens ........................................... 327Chapter 15: Top Ten Tools for SharePoint Development......................................... 329 Chapter 16: Ten Places to Go for SharePoint Development Information ............... 339 Chapter 17: Ten Ways to Reduce Business Costs through SharePoint Development ................................................................................................................ 345

Glossar y of SharePoint Development Terms ................ 357 Index ...................................................................... 365

Table of ContentsIntroduction ................................................................. 1About This Book .............................................................................................. 2 How to Use This Book ..................................................................................... 2 How This Book Is Organized .......................................................................... 2 Part I: Understanding the SharePoint Development Landscape...... 3 Part II: Developing with Your Web Browser and Microsoft Office .................................................................................. 3 Part III: Exploring Standalone SharePoint Development Tools ........ 3 Part IV: Unleashing the Programmer Within ...................................... 4 Part V: The Part of Tens ........................................................................ 4 Icons Used In This Book ................................................................................. 4

Part I: Understanding the SharePoint Development Platform ...................................................................... 5Chapter 1: Understanding the SharePoint Hype . . . . . . . . . . . . . . . . . . . .7Everyone Can Be a SharePoint Developer .................................................... 8 Tracing the Origins of SharePoint ................................................................. 9 So What Exactly Is SharePoint, Anyway?...................................................... 9 Starting with the roots computer hardware................................ 10 Software that talks to the hardware the operating system ....... 12 Software frameworks and servers .NET and IIS .......................... 12 A computer language for the Web ASP.NET ................................ 13 The first step into the SharePoint world SharePoint Foundation ........................................................................................ 14 A finished product SharePoint Server .......................................... 14 Untangling the versions and editions of SharePoint ....................... 15 Climbing the SharePoint development ladder ................................. 16

Chapter 2: SharePoint Online. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17Introducing SharePoint Online .................................................................... 18 Why SharePoint Online Is Becoming So Popular....................................... 20 Exploring the Benefits of SharePoint Online .............................................. 21 Data center and hardware .................................................................. 22 Software platform ................................................................................ 23 Backup, redundancy, and security .................................................... 23 Figuring Out Where SharePoint Online Is Going........................................ 24

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SharePoint 2010 Development For Dummies Chapter 3: SharePoint Development Overview . . . . . . . . . . . . . . . . . . .25Redefining What It Means to Be a Developer ............................................. 26 Types of SharePoint Development .............................................................. 26 Meet your good friend, the Web browser......................................... 26 Exploring the SharePoint tools .......................................................... 27 Getting down to the DNA level with programming.......................... 27 SharePoint Development Tools ................................................................... 28 Cracking open the Web browser ....................................................... 28 Microsoft Office tools .......................................................................... 29 Standalone tools .................................................................................. 31 Programming tools .............................................................................. 33

Part II: Developing with Your Web Browser and Microsoft Office ......................................................... 35Chapter 4: Developing Sites with Your Web Browser . . . . . . . . . . . . .37Creating a SharePoint Site ............................................................................ 38 Looking for a wheel instead of reinventing one ............................... 39 Starting with a blank slate .................................................................. 43 Developing SharePoint Pages ..............................................................