Wired2Win webinar SharePoint 2013 – content management & workflow features

SharePoint 2013 – Content Management &
Workflow Features
Wired2Win Webinar Series

@WinWire

#WWSP2013

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What am I going to cover today…


Enterprise Content Management



Create Control Protect
Create and organize content Manage content policy, Reduce risk and manage
easily with the help of information architecture and compliance with centralized
relevant discovered taxonomy eDiscovery tools
information

5

Create


Ask colleagues for
expertise

Follow relevant content and
subject matter experts

Preview content inline


Store and sync
your docs with
SkyDrive Pro

Drag and drop files directly into
library
Access your documents from
anywhere, including tablets

See which files are
shared and with whom


Create docs directly in
SharePoint


Drag & drop docs directly in
SharePoint libraries


Table editing
mode

Edit metadata in bulk


Tag content directly
from Office backstage


Manage properties, versions
and workflow for Document
Set

Manage different
types of content
as a unit

Individual document
properties


Collaborate on
team projects
with Site
Mailboxes
Documents will
automatically sync
with Outlook client


Common project
inbox for use
during project
lifecycle

Documents sync
with SharePoint
project site


Control


popularity
of
document


Create rules to
promote results or
show additional
result blocks

Define how rules are
fired and what
actions are taken


Specify retention
schedules for content
types

Submit documents for
long term archival


Create hierarchical file
plans and generate Define mutli-stage
reports retention policies by
folder


Submissions matched
to specific content
type


Specify alternate
content type names to
accommodate
taxonomy differences

Property based
conditions route
content

Auto provision folders
based on property
value


Create knowledge
management portals
with auto-generated
content

Taxonomic navigation
bound to term set in
metadata term store


Protect


● Site-level retention policies
– Compliance levels extended to sites
– Policies include:
● Retention policy for sites and Team Mailbox
associated with site
● Project closure and expiration policy

● Discovery Center
– Designed for managing discovery cases and
holds
– Establishes a portal through which you can
access discovery cases to conduct searches,
place content on hold, and export content


Add Exchange mailboxes,
SharePoint sites and file share
sources

Preserve content in original
location with true fidelity


Unified search query across
Office platform

Reduce preservation set size
with additional filters

View breakdown of results
and size statistics at-a-glance

Multiple message Preview content prior to
types, including export
Lync


Tabbed results

Preserve discussions
and feeds from
SharePoint

SharePoint 2013 Workflows


What's new?
• Completely redesigned workflow infrastructure
• Fully declarative, no-code authoring environment
• Declarative workflows can call REST/SOAP services
• Enhanced SharePoint Designer 2013 authoring support
• Visual Studio 2012 workflow project type support
• Support for creating custom actions
• Introducing “Stages” which mitigate SharePoint Designer’s lack of loop support
& provides “state machine” functionality


Windows Azure Workflow Process

Azure
Access Control

Solutions Content
WF3 OAuth2
Host Azure Workflow
Visual Studio Apps Events

Azure
SharePoint OM Workflow

Workflow Services REST Calls
SharePoint Manager
Designer Azure
Deployment Messaging
ServiceBus
Events
Instances Interop

Azure Workflow Service
Application Proxy

animated

Windows Azure Workflow requirements
Software Requirements
Windows Server 2008 R2 SP1 x64 ● The following additional requirements must be
SQL Server 2008 R2 SP1 (Express) or SQL Server 2012 met before you can run Configuration Wizard to
.NET Framework 4 PU3 or .NET Framework 4.5 configure Workflow and Service Bus:
– SQL Server or SQL Server Express instance
IIS
– TCP/IP connections and named pipes must be configured
IIS ASP.NET
in SQL Server.
IIS Management Service
– Windows Firewall must be enabled
IIS Windows Authentication – Ports 4446 and 5112 must be available.
Windows Identity Foundation – Internet Protocol 4 (IPv4). (Workflow and Service Bus do
not work correctly in pure IPv6 environments.)


SharePoint Designer in SP 2013
• Key investments are in workflow management
• New workflow configuration
• New 15 workflow model with Windows Azure Workflow
• Easy and visual workflow
designing directly in SharePoint
Designer
• Support for copy-paste
operations in workflow designing
• Designer and split view
option removed from SPD


SharePoint Designer in SP 2013
Import & Export workflows from Visio
Visually design workflows


Session Summary

ECM has evolved, where content creation and organization is
Create 1 intuitive and simple through discovery and collaboration

2
Ensure compliance is achieved through content policy,
Control information architecture and taxonomy

Centralized eDiscovery across the Office platform helps protect
Protect 3 organizations by improving compliance without affecting user
productivity

SharePoint 2013 Preview workflows are powered by Windows

Workflow 4
Workflow Foundation 4 (WF), which is in turn, built on the
messaging functionality that is provided by Windows
Communication Foundation (WCF).


Start now.
http://office.com/preview
http://sharepoint.microsoft.com/

For further information,
please contact: info@WinWire.com
@WinWire


Wired2Win webinar SharePoint 2013 – content management & workflow features

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