Share Point Deep Diving

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A SharePoint Solutions White Paper

Hands-on with SharePoint 2010: Deep Diving With the Experts

750 Old Hickory Blvd, Suite 1-110 Brentwood, TN 37027 (615) 515-0210 www.SharePointSolutions.com

November 3, 2009

ContentsIntroduction .................................................................................................................................... 3 Meet the Authors ........................................................................................................................... 3

Ricky Spears................................................................................................................................. 3 Eric Eaton .................................................................................................................................... 3 David Fisher ................................................................................................................................. 4 Jeremy Luerkens ......................................................................................................................... 4 Tony Bierman .............................................................................................................................. 4Whats New in SharePoint 2010 Lists? (Audience: All) ............................................................. 5 The New Approval Actions in SharePoint Designer 2010 Workflows (Audience: All) ........... 9 The New Chart Web Part in SharePoint 2010 (Audience: All) ................................................. 19 Creating SharePoint 2010 Workflows in Visio 2010 (Audience: All) ...................................... 29 SharePoint 2010 * Windows PowerShell = Disaster Recovery (Audience: IT Admins) ...... 38 SharePoint 2010s New Granular Content Restore Capability (Audience: IT Admins) ........ 49 SharePoint 2010s New Configuration Restore Capability (Audience: IT Admins) .............. 56 Creating a Custom Ribbon Tab in SharePoint 2010 (Audience: .NET Developers) .............. 63 Create a Custom SharePoint 2010 Picker (Audience: .NET Developers) .............................. 69 Building a SharePoint 2010 Service Application (Audience: .NET Developers) ................... 772

Part One - The Service Application ........................................................................................... 79 Part Two the Service Applications Admin Interface.............................................................. 90 Part Three The WCF Service Endpoint ................................................................................. 100 Part Four The User Application Page ................................................................................... 102

IntroductionSharePoint Solutions is fortunate to have a broad array of extremely talented SharePoint experts. Over the years we have assembled a team that includes some of the most respected SharePoint Architects, Developers, Infrastructure Specialists, Trainers and Consultants in the business. This white paper is a compilation of SharePoint 2010 articles that have been written by our experts as they have dived deep into the feature-set of the new version of SharePoint. As one of Microsofts leading SharePoint partners, SharePoint Solutions has had access to early bits of SharePoint 2010 and all of these articles were written based on the Technical Preview version which was released to selected Microsoft partners in July 2009. We believe that this set of articles is unique in that SharePoint Solutions is the only company todate to document in detail, and based on extensive hands-on work, some of the important new SharePoint 2010 features prior to the release of the public beta in November 2009.

Meet the Authors

Ricky SpearsManaging Director, Training Division and Senior Instructor/Author Ricky has overall responsibility for the Training Division at SharePoint Solutions including overseeing course development and instruction. He has personally authored three advanced courses on WSS 3.0 and SharePoint 2007 and has provided expert SharePoint consulting services to clients such as Solo Cup, ConocoPhillips, Turner Broadcasting and many others.

Eric EatonSenior SharePoint Infrastructure Engineer, Instructor, Consultant Eric specializes in SharePoint Server farm infrastructure. He teaches and consults frequently on SharePoint Farm architecture and server administration topics. Prior to joining SharePoint Solutions he was a SharePoint Server Farm administrator at a large national organization.

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David FisherSharePoint Software Engineer David is a .NET developer and builds and supports commercial software products for SharePoint Solutions. He is currently responsible for the development of the Workflow Essentials line of SharePoint add-ons.

Jeremy LuerkensSoftware Production Manager and Senior Engineer Jeremy is a .NET developer and manages software production at SharePoint Solutions. He is the primary architect, designer and developer of the award-winning Extranet Collaboration Manager for SharePoint 2007 product.

Tony BiermanManaging Director, Commercial Software Division Tony is a .NET developer and manages the Commercial Software Division of SharePoint Solutions. He has been a SharePoint MVP and is widely recognized as one of the industrys thought leaders on advanced SharePoint development topics.

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Whats New in SharePoint 2010 Lists? (Audience: All)By Ricky Spears In my opinion, lists and libraries are the heart and soul of SharePoint. When I first installed the Microsoft SharePoint 2010 Technical Preview, the first thing I did was create a new list just to see what the most obvious changes were. Note: This article and all screenshots are from the Technical Preview and things may change before SharePoint 2010 is released to the public. I use custom lists for lots of things, so I started by creating a new custom list. The creation process wasnt very different from the process in SharePoint 2007. The List Ribbon: Very quickly I noticed that the familiar toolbar at the top of the list had been replaced by a ribbon, similar to the one in the Office 2007 applications.

The default view of the ribbon after creating a list is the List ribbon. Although Im used to using the menus, the ribbon allowed me to more quickly create views, create columns, change list permissions, go to list settings, and much more. The New Item Form and the Edit Ribbon To add a new item to the list, I switched to the Items ribbon and clicked the New Item button. Instead of switching to a new page to add my new item, a new form appeared in front of my list and it appeared the lights were dimmed on SharePoint and new form had a spotlight on it. The new item form had a ribbon itself with quick access to Cut, Copy, and Paste commands, a button to attach a file, a spell check button, as well as the expected Save and Cancel buttons.

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The Items Ribbon When I checked the box beside one of the items I added in my list, I saw options to work with that item in the Items Ribbon. From here I could view the item, edit it, delete it, and change its permissions. I could have done more if my simple custom list had more functionality.

Allow Duplicate Values? One of the things that has always frustrated me is that I havent had a good way to keep people from entering the same item multiple times in a list. In the Additional Settings section for the Single line of text, Number, Currency, Date and Time, Lookup, Person or Group, Business data, and Managed Metadata there is a setting for Allow Duplicate Values.

If you select to not allow duplicate values for a particular column, and you try to add a new item with an existing value in that column, you will receive an error and have to fix the error to proceed.

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Column Validation In the past, we didnt have any way to validate a users input in lists and libraries. When you add new columns of type Single line of text, Choice, Number, Currency, or Date and Time you will see a section called Column Validation. Here you can enter Excel type formulas that must evaluate to True before the user can add the item to the list.

If the users input doesnt validate according to your formula, the User Message you entered will be displayed to the user.

There are also validation settings on the list itself that work similar to the validation settings on the columns. Metadata Navigation In SharePoint 2010 well be able to better locate our data based on its metadata. This can be configured separately on each list and is a whole other blog post in itself. I thought you might want to see a screenshot of the settings though, so here you go!

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Form Settings In the past, if you wanted to change the way a form looked in SharePoint for entering new information or editing information, you had to create a whole new form using SharePoint Designer. Now, all those forms are InfoPath forms and selecting the option to edit the form opens it in InfoPath where you can make any changes you want, then just republish the form. Conclusion Im sure that as we all dig deeper SharePoint 2010 well find even more goodness there, but these were the first things that caught my eye and I wanted to share these with you. I think these are all significant advances over lists in SharePoint 2007.

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The New Approval Actions in SharePoint Designer 2010 Workflows