深度探索：Microsoft SharePoint2013

2013

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"SharePoint2013 Inside Out" SharePoint 2013是微软发布的一款企业级协作和内容管理平台，它提供了丰富的功能，包括文档管理、网站创建、工作流自动化、团队协作、知识管理和搜索等。这本书《SharePoint 2013 Inside Out》由Darvish Shadravan、Penelope Coventry、Thomas Resing和Christina Wheeler共同撰写，旨在深入解析这一强大的工具，帮助用户全面了解和掌握SharePoint 2013的新特性和改进。在SharePoint 2013中，最重要的更新之一是用户体验的提升。新的Web界面设计更加现代化，采用了 Metro 风格，使得用户界面更加直观易用。此外，还引入了触摸友好型的功能，以适应日益普及的平板电脑和触摸设备。内容管理方面，SharePoint 2013增强了文档库的功能，如版本控制、权限管理、内容审批流程等。同时，支持Office Web Apps，让用户可以直接在浏览器中编辑和查看Word、Excel、PowerPoint和OneNote文档，无需安装桌面应用程序。协同工作是SharePoint的核心功能之一，2013版在这方面也有所加强。团队站点的创建和管理变得更加简单，工作流平台与Visual Studio 2012紧密集成，提供了更强大的自定义工作流能力。SharePoint 2013还引入了社交功能，如MySite个人门户、新闻Feed和跟随系统，促进了员工之间的沟通和信息共享。搜索功能在SharePoint 2013中得到了显著增强，提供了一种更智能的搜索体验。新的搜索引擎能理解更复杂的查询，提供更精确的相关性结果，并且可以集成外部数据源，实现企业内部的统一搜索。另外，SharePoint 2013的开发和部署也变得更加灵活。开发者可以利用Visual Studio 2012和SharePoint Designer 2013进行更高效的应用程序开发，而云托管解决方案（如Office 365）则提供了更易于扩展和维护的选项。总而言之，《SharePoint 2013 Inside Out》这本书详尽地介绍了SharePoint 2013的各个方面，无论是对管理员、开发者还是普通用户，都能从中获取到宝贵的实践指导。通过学习这本书，读者将能够充分利用SharePoint 2013的功能，提升工作效率，促进团队协作，构建高效的企业信息系统。

xiv Table of Contents

Creating reports and scorecards................................................. 522

Using PowerPivot ........................................................522

Creating an Excel Services dashboard using SSAS data........................ 532

Uploading to your BI Center site ........................................... 541

Using Power View ........................................................544

Excel Services for developers....................................................546

Excel Interactive view .....................................................546

JavaScript Object Model ..................................................548

JavaScript UDFs ..........................................................549

OData in Excel Services ...................................................549

Summary .....................................................................550

Chapter 16: Building powerful dashboards with PerformancePoint Services .....551

PerformancePoint overview..................................................... 551

UI enhancements ........................................................ 551

Server-side improvements ................................................553

Using Dashboard Designer......................................................554

Authenticating Dashboard Designer........................................ 555

Starting Dashboard Designer .............................................. 559

Conguring Dashboard Designer to a SharePoint site.........................560

Exploring the Dashboard Designer interface.................................562

Creating data connections and data sources................................. 572

Dashboard items ..............................................................580

Scorecards ..............................................................580

Reports .................................................................586

Creating a dashboard .......................................................... 592

Creating a dashboard page................................................ 593

Adding items to the dashboard page .......................................594

Conguring dashboard zones..............................................596

Deploying the dashboard ................................................. 597

Summary .....................................................................600

Chapter 17: Working with Visio Services ....................................601

Looking at Visio Services .......................................................602

Displaying Visio drawings in Visio Services ..................................606

Adding a Visio Web Access Web Part to a page .............................. 610

Visio Graphics Service service application ................................... 614

Visio Services system performance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 615

Visio Services security considerations ....................................... 615

Supported data scenarios ................................................. 617

Designing dashboards ......................................................... 618

Data linking .............................................................620

Web part connections ....................................................627

Customizing Visio Services solutions .............................................629

Server-side customizations ................................................629

Visio Services JavaScript mashup APIs.......................................630

Validation ...............................................................631

Summary .....................................................................632

Table of Contents xv

Chapter 18: Discovering information with SharePoint 2013 Search .............633

What’s new in SharePoint 2013 Search ........................................... 633

Exploring the new search user interface ..........................................634

Discovering social and people information........................................641

Search architecture and site administration .......................................644

Overview of the new search architecture ....................................644

Creating a search center ..................................................648

Site search settings .......................................................650

Adding a result source, query rule, and result type to

your site ...................................................................... 651

Summary ..................................................................... 657

Chapter 19: Creating a customized SharePoint 2013 search experience .........659

Using the Keyword Query Language (KQL) .......................................660

Using Search web parts.........................................................663

Renement Web Part .....................................................663

Search Box Web Part .....................................................664

Search Navigation Web Part ...............................................665

Search Results Web Part ..................................................666

Understanding result sources ...................................................667

Understanding query rules .....................................................668

Using Query Builder and query transforms ..................................669

Dening custom result types ....................................................671

Using display templates ...................................................672

Creating a customized search experience.........................................673

Adding a result source .................................................... 674

Adding a search vertical page .............................................675

Conguring the Search Results Web Part....................................675

Adding search navigation ................................................. 676

Using a query rule to provide a promoted result .............................677

Creating a custom result type and display template ..........................679

Summary .....................................................................682

Chapter 20: Creating, managing, and designing

sites ........................................................683

Creating and managing sites using SharePoint

Designer 2013.................................................................685

Opening sites............................................................685

Exploring SharePoint Designer.............................................689

Controlling the use of SharePoint Designer..................................694

Creating sites ............................................................ 702

Managing sites ..........................................................704

Designing sites ................................................................707

Changing the look of your site .............................................709

Creating a Composed Look................................................ 716

Working with CSS ........................................................ 728

Deploying your design....................................................730

xvi Table of Contents

Saving sites as templates ....................................................... 731

Summary ..................................................................... 733

Chapter 21: Creating enterprise forms......................................735

Creating InfoPath forms ........................................................736

Introduction to InfoPath ..................................................737

Form design basics .......................................................738

Walkthrough of the sample Site Request form ............................... 739

Opening the Site Request form in InfoPath ...................................741

Understanding the design of the InfoPath Site Request form ...................741

Publishing InfoPath forms to SharePoint libraries............................. 750

Creating Access forms.......................................................... 751

Introduction to Access 2013 ............................................... 751

Building a simple Access form app ......................................... 752

Understanding the design of the Access Site Request form .................... 753

Creating custom forms ......................................................... 761

Summary ..................................................................... 762

Chapter 22: Working with external content .................................763

Using external content in SharePoint.............................................764

Connecting SharePoint 2013 with external systems ................................ 766

Using BCS .................................................................... 769

Presenting external content ...............................................773

Creating a BDC service application .........................................782

Dening external systems connections...................................... 787

Working with external content types ....................................... 789

Using Visual Studio 2012 with BCS .........................................802

Summary .....................................................................806

Chapter 23: Introduction to custom development ...........................807

Exploring custom development .................................................808

The app model ..........................................................809

Server API solution packages .............................................. 810

Understanding client-side APIs and web services .................................. 810

.NET client API ........................................................... 812

JavaScript client API ......................................................812

REST and OData endpoints ................................................812

Determining build vs. buy ...................................................... 813

Discovering and evaluating third-party products............................. 813

Seeking expert help for custom solution development........................ 814

Extending SharePoint with Visual Studio .................................... 814

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