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
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
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
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
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
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
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
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.
Total time for this module: 35 minutes
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Timing guide: 2 minutes Note that you must use PowerShell to manage routing rules and throttling rules.
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.
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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.
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.
Timing guide: 10 minutesWeb application authentication options are covered in the next lesson.
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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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Total time for this module: 30 minutes
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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.
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.
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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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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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Total time for this module: 25 minutes
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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.
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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.
Total time for this module: 30 minutes
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Timing guide: 2 minutesNote that you can also use folders to structure the default content within a document set.
Timing guide: 1 minuteNote that using managed metadata for navigation is covered in far more detail in Module 6.
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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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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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Total time for this module: 30 minutes
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Timing guide: 2 minutesNote that you will demonstrate the new My Sites functionality at the end of this lesson.
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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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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).
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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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.