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What’s New for IT
Professionals in Microsoft®
SharePoint® Server 2013
Presented by:
Jared Thibodeau – Senior Instructor
& Internal Systems Manager
Introduction
• Name
• Company affiliation
• Title/function
• Job responsibility
• Programming, networking, database experience
• Product experience
• Your expectations for the clinic
Clinic Material
http://www.microsoft.com/learning/
A succinct classroom learning guide that provides critical
technical information to optimize your
in-class learning experience.
Clinic Handbook
Facilities
• Class hours
• Building hours
• Parking
• Restrooms
• Meals
• Phones
• Messages
• Smoking
• Recycling
About This Clinic
Description
 This first-look clinic explains the new and improved product
features as applicable to IT Professionals and how to install,
deploy, manage, and administer SharePoint Server 2013. It also
provides information on how to integrate SharePoint Server 2013
with key applications and how to maintain and troubleshoot
SharePoint Server 2013.
Audience
 This course is intended for people who want to learn about new
features in Microsoft SharePoint 2013 that have been added since
Microsoft SharePoint 2010. This course is not comprehensive
training on SharePoint 2013. Students should already have a
foundational knowledge and skill of Microsoft SharePoint 2010.
Clinic Prerequisites
 None
About This Clinic
Clinic Objectives
• Identify the major new features in SharePoint 15 for IT Pros
• Discuss the major architectural changes in SharePoint 15
• Describe the major changes to the BCS and the search service
• Describe the new BI and composites features in SharePoint 15
• Describe the new content management and compliance features
• Identify the new features for social computing and mobile users
Clinic Outline
• Module 1: Architecture and Identity
• Module 2: Business Connectivity and Search
• Module 3: Business Intelligence and Composites
• Module 4: Content Management and Compliance
• Module 5: Social and Mobile Functionality
• Module 6: Web Content Management
Module 1
Architecture and Identity
Module Overview
• Architecture Changes
• Security and Identity Management
Lesson 1: Architecture Changes
• Request Management
• Service Applications
• Office Web Applications
• SharePoint Apps
• Upgrading to SharePoint 2013
• Demonstration: Administering SharePoint 2013
Request Management
• Enables SharePoint to process incoming requests
according to configurable rules
• Run in integrated mode for most environments
• Run in dedicated mode for large environments and
multiple farms
• Consists of three components:
 Request Throtting and Routing
 Request Prioritization
 Request Load Balancing
• Create routing rules and throttling rules to
prioritize requests and maintain service levels
Service Applications
• The Application Management Service manages
licenses and permissions for SharePoint apps
• SharePoint Translation Services provides
automated, machine-based translation of
documents and content
• The Work Management Service aggregates task
data from other business platforms in SharePoint
My Sites
• Office Web Applications and Web Analytics are no
longer service applications in SharePoint 15
Office Web Applications
• Office Web Applications is now a separate server
product
• You can scale your Office Web Applications and
SharePoint deployments independently
• One Office Web Applications farm can serve
multiple SharePoint farms
• Use Windows PowerShell to associate your
SharePoint farm with an Office Web Applications
farm
SharePoint Apps
• A new way of distributing and exposing
functionality through the SharePoint UI
• App logic can run in the cloud or in the local
environment
• Apps can be purchased or downloaded from the
Office Marketplace
• The Corporate Catalog site collection makes apps
available across a SharePoint web application
• Apps can only access SharePoint functionality
through the CSOM
Upgrading to SharePoint 2013
• Database attach upgrade is the only supported
upgrade path from SharePoint 2010 to SharePoint
15
1. Create a new SharePoint 15 server farm
2. Migrate your content databases
3. Perform the upgrade
• Upgrade of servers and databases is now separate
from upgrade of site collections
 Site collections can continue to run in SharePoint 2010
mode
 Platform supports both SharePoint 15 and SharePoint
2010 version of most components and resources
Demonstration: Administering SharePoint 2013
• Central Administration structure is unchanged
• New options for managing SharePoint apps
• New service applications
 Application Management Service
 SharePoint Translation Services
 Work Management Service
 App Fabric Application Proxy
• Creating web applications
 Only claims authentication is available through the UI
Lesson 2: Security and Identity Management
• Authentication in SharePoint 2013
• SharePoint 2013 and OAuth 2.0
• Application Authentication and Authorization
• Server to Server Authentication
Authentication in SharePoint 2013
• Claims-based authentication is now the default
option
• Classic authentication mode has been deprecated
• Three types of claims-based authentication are
supported
 Windows claims
 FBA claims
 SAML claims
• Distributed Cache service tracks FedAuth cookies
• Improved logging and diagnostics for
authentication
SharePoint 2013 and OAuth 2.0
• OAuth enables users to share specific resources
with third parties without sharing their access
credentials
• Third parties are issued with an access token
• An access token grants access to a specific
resource for a defined period of time (for example
30 minutes)
• SharePoint 15 implements and extends OAuth 2.0
for two scenarios:
 Application authentication and authorization
 Server to server authentication
Application Authentication and Authorization
SharePoint
1. User loads an app in SharePoint
2. App requests an access token from Azure
ACS
3. ACS authenticates app and issues token
User
App
Azure ACS
1
2 3
4
5
6
4. App presents access token to SharePoint
5. SharePoint returns data to app
6. App presents data to user
Server to Server Authentication
• Enterprise functionality relies on server
applications sharing information on behalf of users
• The S2S STS issues access tokens that enable
SharePoint to retrieve or provide information on
behalf of users
• PowerShell is used to configure trust relationships
between SharePoint, Exchange, and Lync
SharePoint Server Exchange Server
SharePoint STS Exchange STS
Trust Relationship
Access Token
Data
Module Review
• Module Summary
• Review Questions
Module 2
Business Connectivity and
Search
Module Overview
• What’s New in Business Connectivity Services?
• What’s New in Search?
Lesson 1: What’s New in Business Connectivity
Services?
• OData Connections
• External Events
• External List Enhancements
• BDC Model Scopes
• Demonstration: Adding an OData Connection in SharePoint
Designer 2013
OData Connections
• BCS includes native support for OData
• Generate BDC models from OData automatically in
Visual Studio
• Build BDC models from OData interactively in
SharePoint Designer
• OData provides access to a wide range of third
party systems and data sources
External Events
SharePoint
SharePoint
BDC
External
System
OData
endpoint
Operations
Notifications
Alerts
External List Enhancements
• Performance improvements
 Limit number of results returned
 Sorting is performed by external system
 Filtering is performed by external system
• Users can export external list data to Excel
BDC Model Scopes
Farm (BCS) Scope
App Scope
SharePoint App SharePoint App
External Systems
BDC
Connection
BDC
Connection
BDC
Connection
BDC Model BDC Model
Demonstration: Adding an OData Connection in
SharePoint Designer 2013
• Create a new external content type in SharePoint
Designer
• Add a new data connection
• Connect to an Odata provider
• Explore the data and define operations
Lesson 2: What’s New in Search?
• Search Architecture
• Search Crawl
• Relevance Enhancements
• User Interface Enhancements
Search Architecture
Crawl
Component
Content
Processing
Component
Index
Component
Query
Processing
Component
Analytics
Processing
Component
Crawl
Database
Analytics
Reporting
Database
Link
Database
Content
Sources
Client
Application
Event Store
Search Crawl
• Continuous crawl
 Alternative to scheduled incremental crawl
 Crawl processes are started automatically as required
 Keeps index as fresh as possible
• Entity search
 Crawler looks for specific words or phrases, or
entities, in unstructured content
 Could include product names or project codenames
 Create and deploy dictionaries containing your entities
 Entities are stored as managed properties
Relevance Enhancements
• The search analytics component continually works to improve
relevance
• Query rules enable you to match search results to user intent
• Result sources replace federated locations and search scopes
User Interface Enhancements
• Out of the box
 Search results differentiated by type
 Hover previews of Office documents
 Search results optimized per user search history
• Customized at search service level
 Result blocks provide visual grouping of particular
types of results
• Customized at site level
 Result types use rules to match search results
 Display templates determine look and feel of result
types
Module Review
• Module Summary
• Review Questions
Module 3
Business Intelligence and
Composites
Module Overview
• What's New in Business Intelligence?
• What's New in Composites
Lesson 1: What's New in Business Intelligence?
• Excel Services
• Visio Services
• PerformancePoint Services
Excel Services
New Excel
Client Features
SQL Server
Analysis
Services
PowerPivot Data
Models
Excel Services
Visio Services
• MaximumCacheSize parameter prevents excessive
resource consumption
• New Health Analyzer rules
• Updated Set-SPVisioPerformance cmdlet
• End users can add comments to rendered Visio
drawings
PerformancePoint Services
• Apply styles to dashboards
• Export dashboards in their entirety
• Interact with dashboards on iPad devices
• Connect to Analysis Services data sources using
per-user authentication without configuring
Kerberos
Lesson 2: What's New in Composites
• Access Services and Access Apps
• SharePoint Workflows
• Using BCS Data in SharePoint Composites
• Demonstration: Creating Workflows for SharePoint 2013
Access Services and Access Apps
• Access Services now uses SQL Server as the data
store
 Each Access application has its own SQL Server
database
 Improves performance
 Improves scalability
• Power users can create Access apps
 Create a data-driven application in the Access client
 Package and distribute the application as a SharePoint
app
 Offers robust, code-free solutions to business
problems
SharePoint Workflows
• New, backwards-compatible workflow architecture
• Switch between declarative and visual designers
• Use workflow stages to build state machine-like
functionality without writing code
• Built-in action for calling SOAP web services
Stage: Confirmed
Stage: Resolved
Stage: Assigned
Using BCS Data in SharePoint Composites
• Work with external lists in the same way you work
with SharePoint lists
 Sorting, filtering, and paging
 Export to Excel
 Create alerts
• Use external data to drive workflows
• Use OData to extend the reach of your composite
solutions
Demonstration: Creating Workflows for
SharePoint 2013
• Switch between visual designer and text-based
designer
• Examine available conditions, components, and
actions
• Add logic to a stage using the visual designer
• Review the logic using the text-based designer
• Add stages and build transition logic
Module Review
• Module Summary
• Review Questions
Module 4
Content Management and
Compliance
Module Overview
• What’s New in Enterprise Content Management
• What's New in Records Management and Compliance
Lesson 1: What’s New in Enterprise Content
Management
• Team Folders
• Document Sets
• Managed Metadata
• Project Sites
• Demonstration: Creating and Using a Project Site
Team Folders
Team Folder
Documents are stored
in SharePoint
Emails are stored
in Exchange
Users can work with
folder contents from
SharePoint, Outlook, or
OWA
Document Sets
• Improved functionality
 Create folders
 Add OneNote notebooks
 Capture versions of document set as a whole
• Improved search and query experience
 Specific result type with icon
 Search within document sets
 Supported by CBS and CBQ web parts
Managed Metadata
• Use managed metadata to drive a variety of
different functionality
 Provide navigation structure for publishing sites
 Create search-driven pages
• Share term sets with specific site collections
• Specify the ways in which users can use your term
sets
• Enhanced multilingual support
 Add support for any language, language pack not
required
 Use SharePoint Translation Service to translate terms
Project Sites
• Project Summary web part
• Visual timeline for project
tasks
• Shared calendar
• Team notebook
Demonstration: Creating and Using a Project Site
• Create a site using the Project Site template
• Explore the site notebook and the OneNote Web
App functionality
• Explore the tasks list and the project timeline
• View the Project Summary web part
• Explore the project calendar functionality
Lesson 2: What's New in Records Management
and Compliance
• Site-based Compliance
• In-place Preservation
• Discovery
Site-based Compliance
Project Phase Actions
Start • Site owner assigns a policy template to
the project site
In Progress • Retention policies are automatically
applied to SharePoint artifacts and team
emails
End • Team folders are removed from Outlook
UI
• Expiry policy criteria are enabled
Expiry • Project artifacts are deleted
In-place Preservation
• More sophisticated alternative to putting content
on hold
• Creates a snapshot of content at a particular point
in time
• Users can continue to create, modify, and delete
content
• Users with permission to perform eDiscovery can
locate and retrieve preserved content
• You can preserve any site artifacts and team
mailboxes
• Queries define preservation scope
Discovery
Discovery Case
Sources
SharePoint Sites
Exchange Mailboxes
File Shares
Queries
Date Ranges
Authors
Free Text Search
Discovery Sets
Exports
Module Review
• Module Summary
• Review Questions
Module 5
Social and Mobile
Functionality
Module Overview
• What’s New in Social Computing
• What’s New for Mobile Users
Lesson 1: What’s New in Social Computing
• My Sites
• Community Sites
• Demonstration: My Sites in SharePoint 2013
My Sites
• Simplified UI
• Improved content management
 Default save location for Office clients
 Easy to share or move documents
• Improved feeds and microblogging
 Participate in conversations
 Use mentions (@user)
 Use hashtags (#keyword)
 Follow people, documents, sites, and hashtags
 “Like” comments and replies
Community Sites
• Organize discussions by category
• Rate posts using star ratings, likes, and best
replies
• Enable users to earn points and achievement levels
• Award gifted badges to recognize expertise
Demonstration: My Sites in SharePoint 2013
• Browse to your My Site
• Upload documents and share them with other
users
• Follow people
• Follow sites and documents
• Tag users
• Create and follow hash tags
Lesson 2: What’s New for Mobile Users
• Mobile Browsing
• Push Notifications
Mobile Browsing
• Mobile browser experiences
 Contemporary view – for mobile browsers that support
HTML5
 Classic view – backwards compatible for older mobile
browsers
 Automatic mobile browser redirection to most
appropriate view
• Contemporary view offers enhanced features
 Command button – easy access to key commands
 Navigation Window – full-screen navigation
 Tap-to-open links
• Device channels
 Customize look and feel for different mobile clients
 Specify master pages, page layouts, and style sheets
Push Notifications
SharePoint
Site
Device
Application
App Web
Service
MPNS
1
2
3
4
5
1. Mobile user installs
a cloud-hosted app
2. App registers for
notifications from
SharePoint
3. App web service
handles SharePoint
events
4. App web service
sends HTTP POST
to Microsoft Push
Notification Service
5. MPNS sends push
notification to
device
Module Review
• Module Summary
• Review Questions
Module 6
Web Content Management
Module Overview
• The Authoring Process
• Search-Driven Sites
Lesson 1: The Authoring Process
• Cross-Site Publishing
• Rich Content Authoring
Cross-Site Publishing
Content Site
Collection
Publishing Site
Collection A
Content Search
Web Parts
Publishing Site
Collection B
Content Search
Web Parts
Search IndexLibraries and Lists
• Document libraries and lists are enabled
for cross-site publishing
• Content is indexed by search service
• Publishing sites use Content Search Web
Parts to retrieve and display indexed
content
Rich Content Authoring
• Rich HTML content
 Copy from Word to HTML web parts
 Add iFrames to HTML fields
• Enhanced video support
 New Video content type
 Choose video frame as thumbnail preview image
• Create image renditions
 Create multiple renditions of a single image
 Different sizes and dimensions
 Different portions of the source image
Lesson 2: Search-Driven Sites
• Search-Driven Content
• Managed Navigation and Rollup Pages
• Demonstration: The Product Catalog
Search-Driven Content
• Search-driven web parts
 Display dynamic content using queries
 Query can include dynamic property values and navigation
terms
• Refiners
 Enable users to drill down into search results
 Specify refinement terms manually or use managed navigation
term set
Managed Navigation and Rollup Pages
Publishing Site CollectionProduct Catalog Site
Collection
Site Navigation
Provides
navigation
structure to
Retrieve
context
information
from
Managed Metadata
Term Set
Product List
Uses
metadata
field values
from
Query indexed
data from Rollup Pages
Demonstration: The Product Catalog
• Create a Product Catalog site collection
• Make your product list available as a catalog
 Ensure the list is indexed
• Create a Publishing Portal site collection
• Configure a catalog connection to the product list
 Use the managed metadata term set from the product
catalog for site navigation
 Define a rollup page for categories
 Define a rollup page for items
Module Review
• Module Summary
• Review Questions
Questions and Evaluation

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What's New for IT Professionals in SharePoint Server 2013

  • 1. What’s New for IT Professionals in Microsoft® SharePoint® Server 2013 Presented by: Jared Thibodeau – Senior Instructor & Internal Systems Manager
  • 2. Introduction • Name • Company affiliation • Title/function • Job responsibility • Programming, networking, database experience • Product experience • Your expectations for the clinic
  • 3. Clinic Material http://www.microsoft.com/learning/ A succinct classroom learning guide that provides critical technical information to optimize your in-class learning experience. Clinic Handbook
  • 4. Facilities • Class hours • Building hours • Parking • Restrooms • Meals • Phones • Messages • Smoking • Recycling
  • 5. About This Clinic Description  This first-look clinic explains the new and improved product features as applicable to IT Professionals and how to install, deploy, manage, and administer SharePoint Server 2013. It also provides information on how to integrate SharePoint Server 2013 with key applications and how to maintain and troubleshoot SharePoint Server 2013. Audience  This course is intended for people who want to learn about new features in Microsoft SharePoint 2013 that have been added since Microsoft SharePoint 2010. This course is not comprehensive training on SharePoint 2013. Students should already have a foundational knowledge and skill of Microsoft SharePoint 2010. Clinic Prerequisites  None
  • 6. About This Clinic Clinic Objectives • Identify the major new features in SharePoint 15 for IT Pros • Discuss the major architectural changes in SharePoint 15 • Describe the major changes to the BCS and the search service • Describe the new BI and composites features in SharePoint 15 • Describe the new content management and compliance features • Identify the new features for social computing and mobile users
  • 7. Clinic Outline • Module 1: Architecture and Identity • Module 2: Business Connectivity and Search • Module 3: Business Intelligence and Composites • Module 4: Content Management and Compliance • Module 5: Social and Mobile Functionality • Module 6: Web Content Management
  • 9. Module Overview • Architecture Changes • Security and Identity Management
  • 10. Lesson 1: Architecture Changes • Request Management • Service Applications • Office Web Applications • SharePoint Apps • Upgrading to SharePoint 2013 • Demonstration: Administering SharePoint 2013
  • 11. Request Management • Enables SharePoint to process incoming requests according to configurable rules • Run in integrated mode for most environments • Run in dedicated mode for large environments and multiple farms • Consists of three components:  Request Throtting and Routing  Request Prioritization  Request Load Balancing • Create routing rules and throttling rules to prioritize requests and maintain service levels
  • 12. Service Applications • The Application Management Service manages licenses and permissions for SharePoint apps • SharePoint Translation Services provides automated, machine-based translation of documents and content • The Work Management Service aggregates task data from other business platforms in SharePoint My Sites • Office Web Applications and Web Analytics are no longer service applications in SharePoint 15
  • 13. Office Web Applications • Office Web Applications is now a separate server product • You can scale your Office Web Applications and SharePoint deployments independently • One Office Web Applications farm can serve multiple SharePoint farms • Use Windows PowerShell to associate your SharePoint farm with an Office Web Applications farm
  • 14. SharePoint Apps • A new way of distributing and exposing functionality through the SharePoint UI • App logic can run in the cloud or in the local environment • Apps can be purchased or downloaded from the Office Marketplace • The Corporate Catalog site collection makes apps available across a SharePoint web application • Apps can only access SharePoint functionality through the CSOM
  • 15. Upgrading to SharePoint 2013 • Database attach upgrade is the only supported upgrade path from SharePoint 2010 to SharePoint 15 1. Create a new SharePoint 15 server farm 2. Migrate your content databases 3. Perform the upgrade • Upgrade of servers and databases is now separate from upgrade of site collections  Site collections can continue to run in SharePoint 2010 mode  Platform supports both SharePoint 15 and SharePoint 2010 version of most components and resources
  • 16. Demonstration: Administering SharePoint 2013 • Central Administration structure is unchanged • New options for managing SharePoint apps • New service applications  Application Management Service  SharePoint Translation Services  Work Management Service  App Fabric Application Proxy • Creating web applications  Only claims authentication is available through the UI
  • 17. Lesson 2: Security and Identity Management • Authentication in SharePoint 2013 • SharePoint 2013 and OAuth 2.0 • Application Authentication and Authorization • Server to Server Authentication
  • 18. Authentication in SharePoint 2013 • Claims-based authentication is now the default option • Classic authentication mode has been deprecated • Three types of claims-based authentication are supported  Windows claims  FBA claims  SAML claims • Distributed Cache service tracks FedAuth cookies • Improved logging and diagnostics for authentication
  • 19. SharePoint 2013 and OAuth 2.0 • OAuth enables users to share specific resources with third parties without sharing their access credentials • Third parties are issued with an access token • An access token grants access to a specific resource for a defined period of time (for example 30 minutes) • SharePoint 15 implements and extends OAuth 2.0 for two scenarios:  Application authentication and authorization  Server to server authentication
  • 20. Application Authentication and Authorization SharePoint 1. User loads an app in SharePoint 2. App requests an access token from Azure ACS 3. ACS authenticates app and issues token User App Azure ACS 1 2 3 4 5 6 4. App presents access token to SharePoint 5. SharePoint returns data to app 6. App presents data to user
  • 21. Server to Server Authentication • Enterprise functionality relies on server applications sharing information on behalf of users • The S2S STS issues access tokens that enable SharePoint to retrieve or provide information on behalf of users • PowerShell is used to configure trust relationships between SharePoint, Exchange, and Lync SharePoint Server Exchange Server SharePoint STS Exchange STS Trust Relationship Access Token Data
  • 22. Module Review • Module Summary • Review Questions
  • 24. Module Overview • What’s New in Business Connectivity Services? • What’s New in Search?
  • 25. Lesson 1: What’s New in Business Connectivity Services? • OData Connections • External Events • External List Enhancements • BDC Model Scopes • Demonstration: Adding an OData Connection in SharePoint Designer 2013
  • 26. OData Connections • BCS includes native support for OData • Generate BDC models from OData automatically in Visual Studio • Build BDC models from OData interactively in SharePoint Designer • OData provides access to a wide range of third party systems and data sources
  • 28. External List Enhancements • Performance improvements  Limit number of results returned  Sorting is performed by external system  Filtering is performed by external system • Users can export external list data to Excel
  • 29. BDC Model Scopes Farm (BCS) Scope App Scope SharePoint App SharePoint App External Systems BDC Connection BDC Connection BDC Connection BDC Model BDC Model
  • 30. Demonstration: Adding an OData Connection in SharePoint Designer 2013 • Create a new external content type in SharePoint Designer • Add a new data connection • Connect to an Odata provider • Explore the data and define operations
  • 31. Lesson 2: What’s New in Search? • Search Architecture • Search Crawl • Relevance Enhancements • User Interface Enhancements
  • 33. Search Crawl • Continuous crawl  Alternative to scheduled incremental crawl  Crawl processes are started automatically as required  Keeps index as fresh as possible • Entity search  Crawler looks for specific words or phrases, or entities, in unstructured content  Could include product names or project codenames  Create and deploy dictionaries containing your entities  Entities are stored as managed properties
  • 34. Relevance Enhancements • The search analytics component continually works to improve relevance • Query rules enable you to match search results to user intent • Result sources replace federated locations and search scopes
  • 35. User Interface Enhancements • Out of the box  Search results differentiated by type  Hover previews of Office documents  Search results optimized per user search history • Customized at search service level  Result blocks provide visual grouping of particular types of results • Customized at site level  Result types use rules to match search results  Display templates determine look and feel of result types
  • 36. Module Review • Module Summary • Review Questions
  • 38. Module Overview • What's New in Business Intelligence? • What's New in Composites
  • 39. Lesson 1: What's New in Business Intelligence? • Excel Services • Visio Services • PerformancePoint Services
  • 40. Excel Services New Excel Client Features SQL Server Analysis Services PowerPivot Data Models Excel Services
  • 41. Visio Services • MaximumCacheSize parameter prevents excessive resource consumption • New Health Analyzer rules • Updated Set-SPVisioPerformance cmdlet • End users can add comments to rendered Visio drawings
  • 42. PerformancePoint Services • Apply styles to dashboards • Export dashboards in their entirety • Interact with dashboards on iPad devices • Connect to Analysis Services data sources using per-user authentication without configuring Kerberos
  • 43. Lesson 2: What's New in Composites • Access Services and Access Apps • SharePoint Workflows • Using BCS Data in SharePoint Composites • Demonstration: Creating Workflows for SharePoint 2013
  • 44. Access Services and Access Apps • Access Services now uses SQL Server as the data store  Each Access application has its own SQL Server database  Improves performance  Improves scalability • Power users can create Access apps  Create a data-driven application in the Access client  Package and distribute the application as a SharePoint app  Offers robust, code-free solutions to business problems
  • 45. SharePoint Workflows • New, backwards-compatible workflow architecture • Switch between declarative and visual designers • Use workflow stages to build state machine-like functionality without writing code • Built-in action for calling SOAP web services Stage: Confirmed Stage: Resolved Stage: Assigned
  • 46. Using BCS Data in SharePoint Composites • Work with external lists in the same way you work with SharePoint lists  Sorting, filtering, and paging  Export to Excel  Create alerts • Use external data to drive workflows • Use OData to extend the reach of your composite solutions
  • 47. Demonstration: Creating Workflows for SharePoint 2013 • Switch between visual designer and text-based designer • Examine available conditions, components, and actions • Add logic to a stage using the visual designer • Review the logic using the text-based designer • Add stages and build transition logic
  • 48. Module Review • Module Summary • Review Questions
  • 49. Module 4 Content Management and Compliance
  • 50. Module Overview • What’s New in Enterprise Content Management • What's New in Records Management and Compliance
  • 51. Lesson 1: What’s New in Enterprise Content Management • Team Folders • Document Sets • Managed Metadata • Project Sites • Demonstration: Creating and Using a Project Site
  • 52. Team Folders Team Folder Documents are stored in SharePoint Emails are stored in Exchange Users can work with folder contents from SharePoint, Outlook, or OWA
  • 53. Document Sets • Improved functionality  Create folders  Add OneNote notebooks  Capture versions of document set as a whole • Improved search and query experience  Specific result type with icon  Search within document sets  Supported by CBS and CBQ web parts
  • 54. Managed Metadata • Use managed metadata to drive a variety of different functionality  Provide navigation structure for publishing sites  Create search-driven pages • Share term sets with specific site collections • Specify the ways in which users can use your term sets • Enhanced multilingual support  Add support for any language, language pack not required  Use SharePoint Translation Service to translate terms
  • 55. Project Sites • Project Summary web part • Visual timeline for project tasks • Shared calendar • Team notebook
  • 56. Demonstration: Creating and Using a Project Site • Create a site using the Project Site template • Explore the site notebook and the OneNote Web App functionality • Explore the tasks list and the project timeline • View the Project Summary web part • Explore the project calendar functionality
  • 57. Lesson 2: What's New in Records Management and Compliance • Site-based Compliance • In-place Preservation • Discovery
  • 58. Site-based Compliance Project Phase Actions Start • Site owner assigns a policy template to the project site In Progress • Retention policies are automatically applied to SharePoint artifacts and team emails End • Team folders are removed from Outlook UI • Expiry policy criteria are enabled Expiry • Project artifacts are deleted
  • 59. In-place Preservation • More sophisticated alternative to putting content on hold • Creates a snapshot of content at a particular point in time • Users can continue to create, modify, and delete content • Users with permission to perform eDiscovery can locate and retrieve preserved content • You can preserve any site artifacts and team mailboxes • Queries define preservation scope
  • 60. Discovery Discovery Case Sources SharePoint Sites Exchange Mailboxes File Shares Queries Date Ranges Authors Free Text Search Discovery Sets Exports
  • 61. Module Review • Module Summary • Review Questions
  • 62. Module 5 Social and Mobile Functionality
  • 63. Module Overview • What’s New in Social Computing • What’s New for Mobile Users
  • 64. Lesson 1: What’s New in Social Computing • My Sites • Community Sites • Demonstration: My Sites in SharePoint 2013
  • 65. My Sites • Simplified UI • Improved content management  Default save location for Office clients  Easy to share or move documents • Improved feeds and microblogging  Participate in conversations  Use mentions (@user)  Use hashtags (#keyword)  Follow people, documents, sites, and hashtags  “Like” comments and replies
  • 66. Community Sites • Organize discussions by category • Rate posts using star ratings, likes, and best replies • Enable users to earn points and achievement levels • Award gifted badges to recognize expertise
  • 67. Demonstration: My Sites in SharePoint 2013 • Browse to your My Site • Upload documents and share them with other users • Follow people • Follow sites and documents • Tag users • Create and follow hash tags
  • 68. Lesson 2: What’s New for Mobile Users • Mobile Browsing • Push Notifications
  • 69. Mobile Browsing • Mobile browser experiences  Contemporary view – for mobile browsers that support HTML5  Classic view – backwards compatible for older mobile browsers  Automatic mobile browser redirection to most appropriate view • Contemporary view offers enhanced features  Command button – easy access to key commands  Navigation Window – full-screen navigation  Tap-to-open links • Device channels  Customize look and feel for different mobile clients  Specify master pages, page layouts, and style sheets
  • 70. Push Notifications SharePoint Site Device Application App Web Service MPNS 1 2 3 4 5 1. Mobile user installs a cloud-hosted app 2. App registers for notifications from SharePoint 3. App web service handles SharePoint events 4. App web service sends HTTP POST to Microsoft Push Notification Service 5. MPNS sends push notification to device
  • 71. Module Review • Module Summary • Review Questions
  • 72. Module 6 Web Content Management
  • 73. Module Overview • The Authoring Process • Search-Driven Sites
  • 74. Lesson 1: The Authoring Process • Cross-Site Publishing • Rich Content Authoring
  • 75. Cross-Site Publishing Content Site Collection Publishing Site Collection A Content Search Web Parts Publishing Site Collection B Content Search Web Parts Search IndexLibraries and Lists • Document libraries and lists are enabled for cross-site publishing • Content is indexed by search service • Publishing sites use Content Search Web Parts to retrieve and display indexed content
  • 76. Rich Content Authoring • Rich HTML content  Copy from Word to HTML web parts  Add iFrames to HTML fields • Enhanced video support  New Video content type  Choose video frame as thumbnail preview image • Create image renditions  Create multiple renditions of a single image  Different sizes and dimensions  Different portions of the source image
  • 77. Lesson 2: Search-Driven Sites • Search-Driven Content • Managed Navigation and Rollup Pages • Demonstration: The Product Catalog
  • 78. Search-Driven Content • Search-driven web parts  Display dynamic content using queries  Query can include dynamic property values and navigation terms • Refiners  Enable users to drill down into search results  Specify refinement terms manually or use managed navigation term set
  • 79. Managed Navigation and Rollup Pages Publishing Site CollectionProduct Catalog Site Collection Site Navigation Provides navigation structure to Retrieve context information from Managed Metadata Term Set Product List Uses metadata field values from Query indexed data from Rollup Pages
  • 80. Demonstration: The Product Catalog • Create a Product Catalog site collection • Make your product list available as a catalog  Ensure the list is indexed • Create a Publishing Portal site collection • Configure a catalog connection to the product list  Use the managed metadata term set from the product catalog for site navigation  Define a rollup page for categories  Define a rollup page for items
  • 81. Module Review • Module Summary • Review Questions

Notes de l'éditeur

  1. The following materials are included with your kit:Clinic Handbook A succinct classroom learning guide that provides all the critical technical information in a crisp, tightly-focused format, which is just right for an effective in-class learning experience.
  2. Total time for this module: 35 minutes
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  5. Timing guide: 2 minutes Note that you must use PowerShell to manage routing rules and throttling rules.
  6. Timing guide: 2 minutes Office Web Applications and SharePoint apps are covered in more detail later in this lesson. The search service is covered in the next module. 
  7. Timing guide: 1 minute 
  8. Timing guide: 3 minutesConsider briefly showing how document libraries and lists are displayed as apps in the SharePoint site user interface. Explain that this is to provide users with consistent terminology and user experience—libraries and lists work in exactly the same way as in previous versions of SharePoint; they are not packaged in the same way as the apps you download from the Office Marketplace. 
  9. Timing guide: 2 minutesExplain that running sites in SharePoint 2010 mode is not like the Visual Upgrade feature in SharePoint 2010. Components such as site definitions, site templates, control templates, features, and web parts can all run in a genuine SharePoint 2010 mode until the site is upgraded. 
  10. Timing guide: 10 minutesWeb application authentication options are covered in the next lesson. 
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  12. Timing guide: 2 minutesMention that classic authentication mode will be removed in a future release, so Microsoft recommends moving to claims. SharePoint 2013 includes a PowerShellcmdlet (Convert-SPWebApplication) that you can use to convert a Windows classic authentication web application to a Windows claims authentication web application.As an aside, the Distributed Cache service relies on AppFabric 1.1 for Windows Server. Without the distributed cache, if a user was redirected to a different WFE server they would need to re-authenticate—hence the need for sticky sessions.
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  16. Total time for this module: 30 minutes 
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  19. Timing guide: 1 minuteYou will demonstrate adding an OData connection at the end of this lesson, so there's no need to go into more detail here. 
  20. Timing guide: 1 minute  Remind participants that SharePoint 2010 used a simple request/response model to get changes from an external system. In other words, the user would need to refresh the list or view to see whether anything had changed. 
  21. Timing guide: 1 minute  
  22. Timing guide: 2 minutesThe slide is designed to emphasize the relationship between app-scoped BDC models and the farm-scoped BDC connections on which they rely. An app-scoped BDC model can be associated with only one SharePoint app. A farm-scoped BDC connection defines connection details, such as endpoint URLs and authentication information, for a specific external system instance. A BDC connection can be used by multiple BDC models. 
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  27. Timing guide: 2 minutesEmphasize that the continuous crawl option described in the previous topic will improve index freshness and therefore relevance. Note that Promoted Results were called Best Bets in previous versions. 
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  29. Total time for this module: 25 minutes 
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  37. Timing guide: 2 minutesThe slide image shows an example of how you might use workflow stages. A helpdesk process could be modeled as a series of stages – opened, assigned, resolved, confirmed, closed. At each stage, you run a collection of conditions and actions. Transitions allow you to move freely between stages. For example, at the Confirmed stage, if the customer reports that the problem is not resolved, the workflow will return to the Assigned stage. 
  38. Timing guide: 1 minute 
  39. Timing guide: 10 minutes To perform this demonstration you will need a configured SharePoint 2013 environment that contains a list or document library with which you can associate a workflow. You will also need an installation of SharePoint Designer 2013 and Visio 2013, either on the SharePoint 2013 server or on a computer that can access the SharePoint 2013 server. 
  40. Total time for this module: 30 minutes 
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  44. Timing guide: 2 minutesNote that you can also use folders to structure the default content within a document set. 
  45. Timing guide: 1 minuteNote that using managed metadata for navigation is covered in far more detail in Module 6. 
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  47. Timing guide: 10 minutesTo perform this demonstration you will need a SharePoint 2013 installation with at least one web application provisioned. You will also need to connect your SharePoint 2013 installation to an Office Web Applications installation. 
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  50. Timing guide: 2 minutesNote that eDiscovery tools are covered in the next topic. Preservations are defined and applied from a Discovery Center site. 
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  52. Total time for this module: 30 minutes 
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  55. Timing guide: 2 minutesNote that you will demonstrate the new My Sites functionality at the end of this lesson. 
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  57. Timing guide: 12 minutesTo run this demonstration, you will need:A SharePoint 2013 environment with the User Profile Service application configured and a My Sites web application configured.An Active Directory environment containing at least three users.One or more site collections (such as team sites or project sites).Within your site collections, one or more document libraries containing sample documents.At least four sample documents to demonstrate uploading and sharing. 
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  59. Timing guide: 2 minutesIf you want to provide a quick demonstration of contemporary view for mobile devices, add the query string ?Mobile=1 to the URL of a site that supports automatic mobile browser redirection (for example, a team site or a project site). 
  60. Timing guide: 2 minutesThe slide shows a simplified view of how push notifications work for SharePoint. Typically, all the IT professional will need to do is activate or deactivate the Push Notifications feature. 
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  69. Timing guide: 10 minutesThis demonstration  relies on the availability of the sample Product Catalog resources that were included with the SharePoint 2013 private beta 1 release. These resources include an upload script, SharePointImport.exe, that creates a Product Catalog site and adds sample data. If these resources are not available then you may want to consider providing a brief tour of the cross-site publishing functionality as an alternative demonstration. If more resources are available, you may be able to provide a more polished demonstration.To prepare for the demonstration, copy the Contoso Assets folder to the computer running your SharePoint 2013 installation, and then run the SharePointImport.exe file in the Upload Script folder. The executable should provision a Product Catalog site at http://[localhost]/sites/productcatalog and populate it with data.When the site provisioning process is complete, run a full search crawl to ensure that the product data is added to the search index.   This demonstration will need reviewing carefully against the VM set that we make available to instructors. The private beta 1 set includes demonstration data and an upload script for the source data. It also includes various publishing site resources, but no guidance on how to add or integrate them.