2. Donald Donais
Avtex SharePoint Consultant
ddonais@avtex.com
Blog – Tales from IT Side
http://talesfromitside.wordpress.com
Twitter
@dondonais
3. Agenda
• General Information
• SharePoint 2013 Feature Pillars
Share
Organize
Discover
Build
Manage
• SharePoint 2013 On-Premise Environment
• SharePoint 2013 Online Environment
4. Trends impacting the way we work
1 billion
82%
50%
smartphones by 2016,
350M of those being
used at work
of the world's online
population engages in
social networking
of enterprise customers
are “on the road” to
cloud
5. Microsoft’s Productivity Vision
Hybrid
On Premises
Best experience across
devices
Messaging
Voice
& Video
Content
Management
Online
Cloud on your terms
Enterprise
Social
Integrated best-of-breed solutions
Reporting
& Analytics
6. SharePoint – Usage Scenarios
• The Core of a Web Strategy
• Core Audiences
• Intranet
• Internal employees
• Extranet
• Customers
• Partners
• Internet
• External web users
7. SharePoint 2013 Options
On-Premise or Online
SharePoint
Enterprise CAL
2013
SharePoint
Server 2013
SharePoint
Online Plan 2
SharePoint
Standard CAL
2013
SharePoint
Online Plan 1
1GB Storage
E-discovery, ACM, BI (PowerView
App Catalog and Marketplace, Work
Management, Social (Community Site), External Sharing,
SharePoint 2013 Workflow
8. SharePoint – Deployment Scenarios
On-Premise
In The Cloud
Hybrid
Local Server Installation,
Controlled by Internal IT
Hosted Solution for Either
Dedicated Server or MultiTennant Scenarios
Some Components Locally
Available, Others Available in
the Cloud
12. Streamline Common Tasks
• Document Drag
and Drop
• Live Document
Previews
• Track Permissions
• Quick Access to
Management
Features
13. Keep Teams in Sync
• Team Mailbox
• Requires Exchange
2013 & Outlook 2013
• Receive Emails and
have own Email
Address
• Easy Access from
both SharePoint and
Outlook 2013
• Emails Stored in
Exchange
• Docs Stored in
SharePoint
• Unified Compliance
Policy Applies to
Both
Site Mailbox
Membership
Outlook
SharePoint
Shared Storage
Owners
Members
IW Views
Exchange
2013
Management
SharePoint
Farm
Organize all your
team communications
in one place
Provisioning
Lifecycle
Exchange Site
Mailbox
SharePoint Site
15. Work Together Securely
• Permissions
a.k.a Sharing
• Easy Item Level
Permissions
• Online or
Extranet
Enforce Sign-In
16. Device Based Rendering - Channels
• Different Device Channels
Define for single device or groups of devices
Assign Alternate “Master Pages”
Selectively Include/Excludes Part of Page Layouts
Provide Cookie Level Override for End Users
• Same URL, Different Look per Device
Target Different Devices
19. Create Sites Quickly
• Intuitive Wizard
Guide
Share Your Site
Tasks Integration
Add List,
Libraries, other
Apps
What’s Your
Style?
Your Site. Your
Brand
• Team and Project
Sites
OneNote
Integration
20. Keep Things on Track
• Manage Projects
with Shared
Calendars and
Timelines
• Integrate Tasks
from Microsoft
Project
Can Start from MS
Project 2013
Can Open in MS
Project 2013
• Include Overall
Project Timeline in
SharePoint
• Edit SharePoint
Lists Inline
21. Manage your To Do List
• Newsfeed
Tasks
• Manage
Personal
Tasks
SharePoint
Project
Server
MS Outlook
• Requirements
Exchange
2013
Outlook
2013
Project
22. Take Content Offline
• Sync Libraries or Personal
Documents
• Local Access to Libraries
• Accessible Offline
• Integrated with Office Document
Center
• Replaces SharePoint Workspace
23. Image Renditions & Video
Improvements
• Images
Image Transformation Dynamically in SharePoint
Renditions are Actual Thumbnails
Consistency Sized Images
Cropping for Targeting Areas
• Video
Embed on Any Content Page
Thumbnail Generation
External Video Support
Video Player Uses HTML 5
24. Document Set Improvements
• Support for OneNote
• Document set icon in Search
Results
• Folders Supported
• Content Aggregation Web parts
Understand
• Full Document Versioning
• Search Inside Document Set
Contoso Sales
25. Record Centers
• Multi-Stage
Retention Policies
• Hierarchical File
Plans
• Submission by
Content Type
• Alternate Content
Types
• Property Based
routing
• Auto-Provisioning
of folders
• Site Based or InPlace
26. Office In The Browser
• Office Web App
• More Fidelity Than 2010
Word Comments
Transitions
• Multiple Browser Support
IE
Firefox
Chrome
Safari
• Viewable Across All Device Types
• Separate Server Installation
Consumed by Exchange & Lync
2013
• Support Co-Authoring All Products
• Supports Touch and Mobile
27. •
•
•
•
•
Team Site – Getting Started
Tasks
SkyDrive
Video Improvements
Office Web Application
29. Enterprise Search Hub
• UI
Employee Facing
Integrated with Enterprise or Standalone
Search
Search Driven Experience
Based on Core Results Web Part,
Refiners
• Query
User Query Driven
Security Trimmed
• Relevance
General Relevance Algorithm
Task Oriented Experiences
• Admin
Service Managed by “Search Service”
Admin
Site Managed by “Search Site” Admin
• Faceted Search
Familiar Texted Based
Newer Graphical Refiner
30. Get Recommendations
• Following
People
Documents
Sites
• Suggestions
People
Documents
Sites
• All based on
User’s Behavior
Patterns
31. People Search
• Find People Faster
Query Suggestions
Find Experts -
Documents
Fuzzy Name Search
Social Connections
Search Anywhere
• Relevance
• Crawl and Content
Drive from User Profile
• Admin
Site Managed by
“Search Site” Admin
32. Discover more Relevant Results
• Search Verticals
• Recommendation
s based on
Search Query
• Re-find
Information
• Drill Into Details
33. Content Search Web Part
• Similar to Content Query Web
Part
Based on Indexed Content
• Show Content Cross Site
Collections
• New Presentation Template
Model
Content Render on Client Side
Full Control on Rendering using
HTML Templates
• Easy Editor for Designing Query –
Query Builder
34. Managed Navigation, Search and Topic
Pages
Friendly URL
http://contoso.com/computers
TERM STORE
NAVIGATION TAXONOMY
Audio
Cameras
Computers
Home appliances
Phones
TV and video
Use page
maincategory.aspx
CONTENT SEARCH WEB PART
Filter query by
CATEGORY: COMPUTERS
Search
35. Getting More Out of Data
•
•
•
•
•
•
Built-In Visualization Tools
Excel and Excel Services
Visio Services
PerformancePoint Services
SQL Integration
Management via Central Administration
36. Take Your Data With You
• Mobile Devices Support Business Intelligence
• Capable in Browser on iOS, Androids and Microsoft
Platforms
• Includes
Excel Service 2013
PerformancePoint 2013
Report Services 2012
37. Boosting the Power of Excel
• Excel, Excel Services,
PowerPivot, & PowerView
• Web Based Interactive
Reporting and Sharing
Power View is Built In
• Powerful Analytics with
PowerPivot
SQL Server 2012 Required
• Key Features
FlashFill
Flexible Charts & Pivot Tables
Auto-Chart Suggestions
Chart Previews
TimeLine
DashBoards
38. Visio Services
• Renders Diagrams In the Browser
High Quality PNG(s)
Not Dependent on Silverlight
Native Support for Visio File Format
Diagram Consumer do not Need Visio
Available Cross Devices
• Refresh data From
Multiple External Data Sources
Configured using Data Linking Wizard
• All Shares Visually Refresh
Data Drive Shape Behavior
• Integrated into SharePoint Solution
Fully Extensible using JavaScript API and Web
Part Connections
39. Data Drive Dashboards
• PerformancePoint Services give
Context-Drive Dashboards
Bring Together Data from Multiple
Data Sources
Visualization to Your Data
Drill Into Data
• Architecture Remains Same
• Key Changes
Filter Enhancements & Filter Search
Support for iPad
Support Analysis Services Effective
User
Theming Support
43. Discover New Apps
• New App Model found in
SharePoint 2013
• Primarily Found in Two
Flavors
Farm
SharePoint Apps
• Sandbox Solutions have
been Deprecated
• Apps for SharePoint 2013
44. Manage App Approvals and Usage
• Track App Usage
• Manage Licenses
• Access Directly
from SharePoint
2013
45. Build for the Future
• Write apps once and run
anywhere
• Developer choice and
flexibility
• Re-use application logic
and assets
46. Design Manager
• Empowering Web Designers &
Dev
Revamped CSS Classess
No Tables for Web Part
Rendering!
• Site Design/Branding Using
Preferred Tool
• Design Manager for Assisting
47. Connecting to Access Data
• Access Web Apps
• Built on SharePoint &
SQL Server 2012
SharePoint Access
Apps = Single SQL
Server Database
• Simply Designing a NoCode Application
• More Robust
SharePoint App
Designer
Known Entity to Many
Organizations
48. SharePoint Designer 2013
• Visually Designer is
Out
Editing Web Pages
Does Not Mean that
Data View Web Part
is Gone!
• Workflow Designer
Support SharePoint
2010 Workflows
Uses Visio
Professional 2013
Add-In
Enables No-Code
Web Service Calls
Capable of Doing
Stages & Lops
Copy & Past TextBased
50. eDiscovery – Exchange, SharePoint and
Lync
• Unified Console to Add, Manage, and Export Discovery Sets
• In-place Discovery and Holds
• Legal Team does Discovery
Discovery Center in SharePoint
Unified Preserve, Search and Export
Exchange Web Services
Connect to Exchange to get mailbox data
Lync Archiving to Exchange
Exchange is the compliance store for Lync
Search Infrastructure
Exchange and SharePoint use the same search platform
De-duplicate
51. Protect Your Information Assets
• Support for eDiscovery
• Add Mailboxes,
Sites & File
Shares
• Manage Content
Retention
Policies
Site Closure and
Deposition
52. Manage Information not Infrastructure
•Control how sites are
provisioned
•Enable self-service site
creation
•Automate repetitive
processes
53. What Features Do You See Your
Organization Taking Advantage Of and
Why?
56. Installation Pieces
• SharePoint Web Front End (WFE) Server
Serves All Content to End Users
• SharePoint App Server
Service Applications Can Run From Here
• WOPI (Office Web App)
Office Online Components
• Windows Azure Workflow
Advanced Workflow Capabilities within SharePoint Designer 2013
• Application Model
Used to Deploy Custom Code
57. Suggested Pre-Requisites
Hardware Configuration WFE and App Server
Component
Minimum Requirements
Operating System
64-bit edition of Windows Server 2008 R2 or 2012
Processor
64-bit, four cores
RAM
12 GB
Hard Disk
System Drive: 80 - 100 GB
Data Drive: 80 - 100 GB
58. Suggested Pre-Requisites
Hardware Configuration Office Web App
Component
Minimum Requirements
Operating System
64-bit edition of Windows Server 2008 R2* or
2012
Processor
64-bit, four cores
RAM
12 GB
Hard Disk
System Drive: 80 - 100 GB
59. Suggested Pre-Requisites
Hardware Configuration SQL Server
Component
Minimum Requirements
Operating System
64-bit edition of Windows Server 2008 R2 or 2012
SQL Version
64-bit edition of SQL Server 2008 R2 SP1 or
2012 (SP1 if wanting BI)
Processor
64-bit, four cores
RAM
12 GB
Hard Disk
System Drive: 80 - 100 GB
Data Drive: 40 GB
Database Drive: 80 - 100 GB
Database Log Drive: 40 GB
61. URL’s Needed
• Web Application
Main Intranet - https://sharepoint.companyname.com
My Site - https://mysharepoint.companyname.com
• WOPI (Office Web App)
If SharePoint External Then URL Needs To Be External
https://wopi.companyname.com
• App Management
https://companynameapps.com
62. Certificates
• Suggested SSL’s To Be Used Within SharePoint
App Management – Certificate Highly Suggested
• Using SSL to Authenticate to SharePoint Store
• Can be Configured to Not Run on SSL
Office Web App – Certificate High Suggested
• Web Applications – 1 Wildcard Certification
*.companyname.com
• WOPI (Office Web App) – URL Specific Certificate
wopi.companyname.com
• App Management
New Domain Purchased – companynameapps.com
Wildcard Domain Certificate - *.companynameapps.com
63. Other Considerations
• Active Directory Configuration
SharePoint User Profile Account
Accounts Needs to have Read and Replicate Directory Changes
If Active Directory is 2003
• Then User Profile Service Account Should be Placed in the Pre-Windows 2000
Compatible Access Group
• Service Accounts – (Depends Upon Security Policies)
Balance Between Most and Least Secure
• SQL Configuration
SPFarm: Needs to have SQL login permissions of securityadmin &
dbcreator
SPFarm: This account needs to be a Local Administrator
SQL 2012 installation needs MDOP = 1 (Max Degree of Parallel)
Set Fixed Amount of Memory for SQL
64. Browser Support
• Supported
Internet Explorer – Versions 8 – 11
Google Chrome – Latest Released Version
Mozilla Firefox – Latest Released Version and Immediate
Previous Version
Apple Safari – Latest Released Version
• Not Supported
Internet Explorer 6-7 and 64 Bit Version
65. What Changes Within SharePoint 2013
Will Effect Implementation of OnPremise?
67. Upgrade and Migration Options
There Is No Upgrade Path to SharePoint
2013
• Migration Only Option
• Migration from 2013 RTM+
Separate SharePoint 2013 Farm
Migrate Content Databases from 2010 to 2013
• Migration from 2007 SP2
Migrate to 2010 then Migrate to 2013
Utilize 3rd Party Migration Tool
68. Upgrade and Migration Options
Continued
• Site Collection Compatibility Level
Site Collections Automatically are in “14” Mode
Site Collection Admin Upgrade Manually –OR Farm Admin using PowerShell Can Upgrade -
http://bit.ly/1bcs4C4
• Evaluation Site Collection - http://bit.ly/1bcscSb
SCA Request Evaluation Site Collection
Timer Job “Create Upgrade Evaluation Site Collection”
Create Copy of Site Collection in “15” Mode
Retained for 30 Days
69. Deprecated Features
• Document Workspace, Meeting Workspace, and Group Work
site
• Visio Repository
Will Work but Not Available V-Next
• Web Analytics
Feature Moved to Search Service
• Search RSS
Replaced by Search Alerts
• FAST Search Server 2010
Features Integrated into Search Service
71. Service Applications
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
Access Services/Access Services 2010 – Enterprise Only
App Management Service – All Versions
Business Data Connectivity Service – Enterprise Only
Excel Services Application – Enterprise Only
Machine Translation Service – All Version
PerformancePoint Service Application – Enterprise Only
PowerPoint Animation Service – Standard & Enterprise
Managed Metadata Service Application – Standard & Enterprise
Search Service Application – All Versions (High End Features Standard and/or
Enterprise)
Secure Store Service – All Versions
State Service – All Versions
User and Health Data Collection Service – All Versions
User Profile Service Application – All Versions
Visio Graphics Service – Enterprise Only
Word Automation Service – Standard and Enterprise
Work Management Service – All Versions
72. Office Web App
• 2010 - Installed on SharePoint 2010 Servers
• 2013 – Separate Server Install
High Availability Capabilities
• Also Used by Exchange 2013 and Lync 2013
• Improvements
No Ugly URL’s -
http://portal.sp.avtex.com/sites/contoso/Shared%20Documents/Cont
oso%20vs%20the%20Competition.pptx?web=1
Capability of Reading PDF’s in Word Web App - http://bit.ly/1aUxRj9
More Features
Supports Co-Authoring Across All Web App Products
73. Web Analytics in SharePoint 2013
• Web Analytics Service Application Moved to Search
Primarily Due to Performance Issues in Enterprise
• Look At
Views, Click-Thru, Tags, Links, etc.
Aggregated in Reporting Database
• Capabilities Are Found
Most Popular Items
Popularity Trends
• Options Found
Site Collection
Site
List/Library Item
74. User Profile
• Options for Import
Direct Active Directory Import
Forefront Identity Manager
LDAP
• Active Directory Import (Improved from 2007)
Lightweight Options
Choose a Specific OU, User, & Group Objects
Can Use an LDAP Filter
Full and Incremental Crawls
Custom Property Mappings – Only Strings and Integers
Synchronization is One Directional
More Information: http://bit.ly/1aPwanN
75. User Profile – Social Data
• 2010 – Social Data Stored in Social Database
• 2013 – No Social Database
Content Stored within My Site Content Database
• If Want to Use Social – Need My Sites Deployed
• User Profile Database Architecture
Profile Database – Storing User Profile Information
Synchronization Database – User Profile from External Source
Social Tagging Database – Storing Tags & Notes
76. SharePoint 2013 Social Infrastructure
Activity Generators
Microblog Features
Document Edits
Document Sharing
Birthdays
Community Posts
Feeds
Following
Like Newsfeed
Activities Newsfeed
Everyone Newsfeed
Mentions Newsfeed
Site Feeds
Distributed Cache
Feeds Cache
Recent User Activities
Recent Doc Activities
Recent Site Activities
Recent Tag Activities
Last Modified Time Cache
Last Modified Time of
Activities
My Sites Content DB
All Users Activities
Sites Content DB
All Site Activities
77. Search
• 2010 – FAST Search
Separate SKU/Licenses
High End Search Capabilities
API’s
Relevance Settings
• 2013 – FAST Integrated into Search
Experience From Foundation to Enterprise Similar
Once Licenses for SharePoint
• All Versions of SharePoint Use Same Search Service
78. Search Feature Set Includes
• Continuous Crawl
By Default Set to Every 15 Minutes
PowerShell Cmd to Change:
Set-SPEnterpriseSearchCrawlContentSource
• Health Monitoring Reports
Query Latency Reports – All Components of Query
• Index Engine, IMS Flow, Federation, Local SharePoint and People
Search Results
Crawl Reports – All Components of Crawl
• Crawl Rate, Processing Per Document, Queue Load
79. Search Feature Set Includes
• Relevance Improvements - http://bit.ly/1hs3YvA
Ranking Models
• Determines Recall (What is Displayed) and Rank (the Order Displayed)
Analysis of Content and User Interaction
• What Items Users Most Commonly Click
• Web Parts Can Show Most Popular
Query Rules
• Conditions and Actions Based on Content
Promoted Results
• a.k.a Keyword and Best Bets
Result Sources
• a.k.a Scopes
• Limiting Search to a Subset of Results
80. Search Cheat Sheet
2010 Term
2013 Term
Scopes
Result Source
Federated Location
Result Source
Keyword
Query Rule
Best Bets
Promoted Result
Managed Property
Schema > Managed Property
Crawled Property
Schema > Crawled Property
Search Result Removal
Crawl Log > URL View > Remove the item
from the Index
XSLT
Display Templates
N/A
Result Types
N/A
Result Block
N/A
Continuous Crawl
Host Distribution Rule
N/A
81. Other Components
• Work Management Service
Process that Works with Exchange for Task Aggregation
• Host-Named Site Collections
Assign Unique Host Name to Site Collection
Deploying Many Sites with Unique DNS Names
PowerShell Cmd
• Set-SPSiteURL, Get-SPSiteURL, & Remove-SPSiteURL
• User License Enforcement
Enforce Which Security Groups have Version
Capability of Controlling Standard, Enterprise, Project, Duet, and
Office Web App Edit
Process: Enable User Licensing Enforcement then Map User
Licenses
84. Active Directory Federation Services
(ADFS)
•
•
•
•
•
Allows for Single-Sign On
Between Two Different Domains/Forests
Is Not A Trust
Uses Claims Based Model for Authentication
Communication Done over HTTP Secure (HTTPS, port
443)
Accepting
Incoming
Claims Roles
Authorizing
Claims
Requesters
Issuing
Outgoing
Claims
85. ADFS Pre-Requisites
• Requires Two Server Minimum
ADFS Server
ADFS Proxy Server – Connecting Outside of Network
• High Availability Needed Then Double Servers
• Not Recommended To Install on Domain Controller
• Federated Servers Supports 15,000 Users Up
Maximum of 5 Dedicated Servers For 60,000 Users
• Implementation: http://bit.ly/1j68xuS
Component
Minimum Requirements
Operating System
64-bit edition of Windows Server 2008 R2 or 2012
Processor
Dual Quad Core 2.27 GHz CUP (8 Cores)
RAM
4 GB
86. Office 365 Software Requirements
Web Browsers/Office Clients
Major Platform
Internet Explorer 11
Windows 8.1 & Windows 7 SP1 +
Internet Explorer 10
Windows 8 & Windows 7
Internet Explorer 9
Windows 7 & Windows Vista SP2
Internet Explorer 8
Windows 7, Vista SP2, Windows XP SP3 (32 bit) and SP2 (64 bit)
Office 365 ProPlus
Windows 8.1, Windows 8, Windows 7
Office 2010 SP1 (SP2
Recommended)
Windows 8.1, Windows 8, Windows 7, Windows Vista SP2, Windows
XP SP3 (32 bit) and SP2 (64 bit)
Office 2007 SP3
Windows 8.1, Windows 8, Windows 7, Windows Vista SP2, Windows
XP SP3 (32 bit) and SP2 (64 bit)
Office for Mac 2011 SP3
Mac OS X 10.6 +
Mozilla Firefox
Most Recent Version of Firefox
Google Chrome
Most Recent Version of Google Chrome
Safari
Most Recent Version of Safari, Mac OS X +
Reference: http://bit.ly/1eKStMj
88. Options for Migration
• Third Party Vendor Migration Tool
Creation of SharePoint Framework
Migration of Content Types & Metadata
Migration of Workflows
Possible Migrate Other Content (a.k.a. File Shares)
• Manual
Create Foundation Through Interface
Open Windows Explorer and Upload
Manually Add Tags and Metadata
90. Plan Options
• Decisions, Decisions
• Office 365 vs. Just SharePoint Online
Plan
# of Users
Cost
Options
O365 Small Bus
Up to 25
$5 user/month
Email, Lync Online, Public Website, File Sharing, Office Web Apps
O365 Small Bus
Premium
Up to 25
$12.50
user/month
Email, Lync Online, Public Website, File Sharing, Office Web Apps,
Desktop Version of Office (w/o InfoPath)
O365 Midsize Bus
Up to 300
$15 user/month
Email, Lync Online, Public Website, File Sharing, Office Web Apps,
Desktop Version of Office
O365 Enterprise 1
Unlimited
$8 user/month
Email, Online Conferencing , Public Website, File Sharing, Yammer,
Office Web Apps (SharePoint 2013 Standard)
O365 Enterprise 3
Unlimited
$20 user/month
Email, Online Conferencing , Public Website, File Sharing, Yammer,
Office Web Apps, Desktop Version of Office, eDiscovery Center
(SharePoint 2013 Enterprise)
SharePoint Online
Plan 1
Unlimited
$4 user/month
SharePoint 2013 Standard Features which includes Yammer Enterprise
SharePoint Online
Plan 2
Unlimited
$8 user/month
SharePoint 2013 Enterprise Features which includes Yammer
Enterprise
Reference: http://bit.ly/18v0eH2 & Government Pricing Information: http://bit.ly/1hq9Rt8
91. Feature Parity
• SharePoint 2013 Standard On-Premise
Office 365 Enterprise 1
SharePoint Online Plan 1
• SharePoint 2013 Enterprise On-Premise
Office 365 Enterprise 3 or 4
SharePoint Online Plan 2
• Main Differences Enterprise
Business Intelligence Features Need to Be Online
Windows Azure or Power BI
Cannot Consume Local Data Sources
Tools Can Connect Info Using Business Connectivity Service (BCS)
92. Options for Features
• Public Website
SharePoint 2013 Internet Site
Full Branding Capabilities
• Rights Management Service
A.k.a. - Azure Active Directory Rights Management
Information Rights Management
Protecting Content Using Predefined Policies
Lock Down Capabilities Within Word, Excel, PowerPoint, Outlook &
InfoPath
• Yammer Enterprise
Enterprise Social Tool
Capable Of Integrating Into SharePoint Online 2013
93. Options for Features Continued
• Project Online
Project Management Tool
Rides On Top of SharePoint 2013 Online
Can Integrate into SharePoint 2013 Task Lists
Aggregation of Tasks at Central Location
• Microsoft Dynamics CRM Online Professional
Content Relationship Management Tool
94. SharePoint Online Administration
• Administration is Restricted
Site Collection Level
Some Tennant Capable Services
• Administration of Service Include
Site Collections
SkyDrive Pro
InfoPath
User Profiles
BCS
Term Store
Records Management
Search
Secure Store
Apps
Configuring General Settings
97. MN SharePoint Users Group Website
•
•
•
•
•
•
•
SharePoint Resource Documents
SharePoint Resource links
RSS Feeds
Meeting Schedule
Past User Group Presentations
Past User Group Recordings
Sponsorship Information
• http://sharepointmn.com
• Email: sharepoint@sharepointmn.com
98. Avtex IT Pro Consultant
ddonais@avtex.com
Blog – Tales from IT Side
http://talesfromitside.wordpress.com
Twitter
@dondonais
Editor's Notes
We’re introducing an array of new social features let you share what you’re working on, ask questions and keep track of what your colleagues are doingwith contextual updates delivered to your activity feed.The heart of the social experience in SharePoint 2013 is the newsfeed – it’s a summary of all your social interactions from your microblogs and community conversations, to the sites, content, and people you follow.The newsfeed gives people the ability to post, to reply to others comments, to like. If you’re following a hashtag, or someone posts a comment on a community of site all of this activity will appear on your newsfeed. The newsfeed can also be filtered to show information targeted directly at you, including @mentions, to help you quickly get involved in the conversation.There are multiple feeds as part of the social experience, your personal newsfeed, a company feed that is used to share information with everyone and individual site feeds. Following in SharePoint 2013 includes not only people, but documents, sites and tags and you can even show trending tags based on social analytics designed to help everyone in the organization keep a close eye on what’s happening across your organization and stay connected from virtually anywhere.
With SharePoint 2013, we are bringingthe breadth of our experiences to all devices, and to all places. We’ll be delivering applications initially on WP7 and iOS, with a great mobile browsing experience for other platforms. Working from anywhere goes beyond SharePoint with native applications for OneNote and Lync on WP7, iOS, Android.
We’ve really focused on making sharing simple in this release. You can drag and drop content directly into your document libraries and by hovering over a document you can see live document preview and at a glance see who you’re sharing with and when the document was last edited. Without leaving the library you can edit your documents using Office Web Apps, and in one click share it with a colleague. We’re taking document sharing and storage one step further with the introduction of SkyDrive Pro.
We’ve introduced a new feature that’s available in both SharePoint and Outlook so you can bring together all your team’s email and documents in one place. So if a colleague updates a client proposal or sends an email to the team on new product pricing you see the changes instantly and your team’s always in sync. Often teams cross company boundaries. You could be working with an external partner or customer.Site mailboxes are a key part of your ECM Social Interaction
Sharing documents is easier than ever before. You can provide external partners and vendors secure access to SharePoint sites or documents without violating the data governance and protection policies set by IT. You can enforce sign-in and set permissions at the document or site level to ensure you can work together with anyone securely.
The first thing you’ll notice about team sites is that we’ve built an intuitive wizard right that guides you through setting permissions, inviting people, creating lists and libraries and adding a custom theme to your site. Through tight integration with OneNote we’re also introducing team notebooks with this release to help you capture and track team meeting notes but the integration with Office doesn’t stop there.
We’re introducing a new lightweight task management feature in SharePoint to help coordinate tasks across the entire team. Sites make it so easy for teams to work together, sharing content, organizing tasks, editing lists and it’s designed to work with Microsoft Project so it’s easy to aggregate all your project tasks across the team or the entire organization giving project managers broad visibility into the priorities and initiatives people are working on.
This is tightly integrated with your own personal tasks so at a glance you can see the tasks you need to accomplish. Your tasks are also aggregating tasks from Outlook, Project and SharePoint and publishing them to your timeline view and because we’re providing a connected experience the tasks that appear here will also appear in Outlook so no matter where you are, you can manage your to do list and get home on time.
Image RenderingThumbnails on created on fly and cached for following requestsResizing will resize actual image, not only it's presentationOptimizes page payloadVideo ImprovementsEmbedding to any content pageThumbnail generationRenditions also for videosExternal video support to store Multiple encodings for single videoFallback to Silverlight
Document Set BasicsCreate documents directly in SPTag w/Office backstageProperty Management for whole Document Set Multiple Content Types in a single Document Set Individual Properties on each DocumentNEW Bulk meta-data editing!
Key Records Center FeaturesMulti-stage retention policiesHierarchical file plansSubmission by Content TypeAlternate Content TypesProperty-based routingAuto-provisioning of folders based on property valuesAuto-generated KM portals that treat IP as “products” on Topic pages (more on Topic pages later…)More notes:SharePoint continues to deliver robust records management capabilities. SharePoint provides the framework for a records management system that:Helps protect an organization legally.Demonstrates compliance with regulatory standards.Increases efficiency by promoting the disposition of out-of-date items.Records Center is the hub from which you can submit or find important documents that should be stored for long term archival. Submitted records are automatically placed in the correct library and folder based on the properties you fill out. Records managers can configure the routing table to direct incoming files to specific locations. The site also lets you manage whether records can be deleted or modified after they are added to the repository.Record managers can also specify retention schedules for content types (and libraries/folders) to ensure compliance with corporate and regulatory governance requirements.Instead of moving documents to a specific Records Center, you can also declare documents as a record and will be handled as a record in the site it was created as an in-place record. After the document is declared as a record, it can have policies and restrictions different than when it was a document. The policies are added to either the Content Type or directly on the document library.Documents can be declared as records either manually or automatically.
SharePoint 2013 helps you find answers to questions and discover experts you never knew existed. Following is a huge part of increasing adoption of social and with SharePoint it’s really easy to follow a person, site, hashtag or even document.It’s a great way to stay on top of the work that you’re interested inwithout having to send emails every day to someone asking for progress. SharePointalso makes recommendations on who or what you should be following. It’s never been easier to expand your social network.
The term “search experience” is important, because not all search results are the same and not all searches should do the same thing.SharePoint gives provides get great search results, but also provides the ability to do specific tasks such as finding expertise, people.But it’s more than finding names, it’s finding “experts”… It’s content based, not profile based; this means that we are able to find what people know based on what they actually authored and published. A combination of technology from MSFT Research and FAST allows us to do just that andeven understand names that are written in other languages, and match them to their native form(example: Name written in Russian Cyrillic can be typed as it sounds in English and will still return the correct person)You’ll also notice on the right side the people hover card, which enables users to quickly inspect and find what they are looking for. The hover card experiencechanges based on content type, in this case for people/expertise we can easily see Past projects, Interests and more importantly the documents theyhave worked on relevant to the topic “Green Thermal” (query). The relevant “worked on “documents and actions also allows for a natural and intuitive experience, when the goal is not just finding a result but getting a task done.
SharePoint 2013’s new unified search platform takes information discovery to the next level. It’s an intelligent search engine and as a result is always improving, always looking for ways to improve the relevance of search results; The search engine can look beyond the query and understood the meaning and can be integrated with your own business applications to help you discover results and get answers.
Managed NavigationDrive your navigation and URLs based on Term Store hierarchiesClean URLs for actual end userswww.contoso.com/careerswww.contoso.com/about-usDefine settings for navigation in terms store managerProvides also dynamic categorypages capability for minimizingamount of physical pages for catalog type sitesRefiners and faceted navigationDefine refiners for catalog content drill down in catalog drive scenariosProvides easy filtering capabilities for catalog informationContent editors can define which managed properties are available as refinementsUI rending can be customized for each refinerDifferent data types have different rendering options
New FeaturesData exploration improvements with additional commandsBetter integration with SQL Server Analyses Services data or PowerPivot modelsField list and field well support added to excel services for easier PivotChart and PivotTable controlCalculated measures and members supported in web renderingEnhanced timeline controls for renderingApplication BI Servers supportBusiness Intelligence Center updateTouch and Device SupportExcel Services in SharePoint allows users to directly save their workbooks and publish their reports to a SharePoint site, which will render the workbooks in the browser. This feature now supports a higher level of parity between the browser and the Excel client with features like the field well and quick explore, as well as utilizing the full features of SharePoint such as collaborative editing.Excel has traditionally offered a number of basic data cleansing capabilities, but with Excel 2013 we have added some clever tools to enhance this experience. With the new Flash Fill feature, Excel will intelligently find the patterns of my data and suggest to fill the remaining cells. The Quick Analysis feature allows users to preview different conditional formatting, or instantly identify duplicate or unique values, as well as add recommended charts according to my data.Pivot Tables and Charts are now de-coupled, so it is possible to create separate charts without having to create a table beforehand. There is also a new slicer called the Timeline, which automatically detects the time dimension in your data, and helps filter the data accordingly. It is now easy to use pure drill down and drill through capabilities with the Quick Explore feature. It grants the ability to quickly create trend charts to display data over time.Power View Native feature in ExcelPerform interactive data explorationShare reports with your colleaguesSurface KPIs on dashboardsBrowser basedData exploration, visualization, and presentation experience Aimed at users of all levelsAnother major addition to Microsoft’s Self-Service BI platform is Power View in Excel and SharePoint. Power View is a highly interactive, browser-based data exploration, visualization, and presentation experience for users of all levels—from business executives to information workers. First introduced with SQL Server 2012, Power View now empowers anyone to visually explore data, easily create interactive visualizations, and effortlessly present and share reports—all within the familiarity of Excel and SharePoint. Self-Service BI needs to go beyond individual insight. It should empower users to work together to share insights and develop them collectively. With SharePoint, all of these powerful Self-Service BI capabilities are seamlessly extended into a collaborative BI platform for sharing of insights and working together to develop insights even further. SharePoint enables collaborative browser-based data exploration, visualization, and presentation experiences. For example, executives and business users can monitor and discuss information through collaborative BI Dashboards, enabling them to make better decisions using scorecards and social features. Power View as standalone version in SharePoint was an exciting introduction to the world of visualizations, but now that is has been embedded as a native feature in Excel, the opportunities are limitless. This feature allows users to create interactive reports with intuitive charts, grids and filters to help define insights and share with others.PowerPivotNative Modeling in ExcelSelf-Service BIAnalyze large data setsObserve trendsThe popularPowerPivot feature is now thedata modeling engine native in Excel, so it is no longer necessary to download the separate the add-in, as it can now be simply activated in the add-in menu. Excel continues to enhance its support for connecting to various data sources. Userscan connect to traditional data sources such as various databases on premise as well as in the cloud, as well as various data feeds and flat files. PowerPivot pioneered the self-service BI concept, by allowing Excel to hold more than millions of rows of data in a compressed analytical format for high performance calculations within memory. It is now being used to create complex relationships and hierarchies to design your data model according to your business. For example, userscan create custom measures using DAX formulas directly in Excel as well as add custom aggregations as well as KPIs to the data model. There was always the ability to define KPIs in the server for global use, but we’ve added the ability to add user based KPIs in the reports as well.
It’s worth spending some time taking you through how we think about modern app development at Microsoft. We have a series of products and platforms like SharePoint and Office that provide a lot of great out-of-the box functionality to help us be productive. To get even more from these products we want to be able to bring information in from other places. Services and data sources like Dynamics, Bing or something that lives out on the web or in the cloud. With the latest version of SharePoint we’re making it easier to bring together rich web services and data to create powerful new apps. Apps run outside of the SharePoint process, are hosted externally and can be exposed through REST API’s. Today there are more than 700,000 SharePoint application developers and with this release we’re providing them with a place to surface their apps through an online marketplace of rich partner solutions and applications designed to work with SharePoint and Office.
This gives everyone across your organization the opportunity to discover and trial new applications that work with SharePoint and Office and
To help IT manage and distribute apps the Internal App Directory provides a central place for business end-users to download and discover IT approved apps. We’re providing administrators with tools to track app requests and manage licenses so you have complete control of which apps can be accessed and set policies around app download and approval to keep you in control.
SharePoint and Office applications and services can be hosted remotely and using REST services you can expose these applications through SharePoint and Office API’s. The OAuth 2.0 protocol allows secure communication between SharePoint and any external data source or remote application whether it’s built on Azure, Linux, and many other platforms. This gives you freedom to choose how you develop and host your apps. You can write your apps once and run them anywhere and we’re giving you the flexibility to build apps in the tools and development languages your most comfortable with.
Design Manager capabilitiesProvides guidance to modify master page and page layoutsHelps for converting html designs to be used in SharePoint as master pagesEditors keep updating html pagesSharePoint converts required changes for master pages and page layoutsSnippets for helping building designsExport and Import capabilitiesPackages created as Sandbox solutions which can moved cross environments
Sharepoint 2013 supportseDiscovery by allowing the legal team to go to the eDiscovery console to add, manage and export discovery sets of data fromSharePoint,Exchange and LyncThere, they manageDiscovery SetsQueriesIn-Place Holds SP & ExchangeFile share items too (identified, but not “held”)Exports
Within SharePoint you can define retention policies, for sites and mailboxes and preserve content in real-time helping to ensure the integrity of the information you store in SharePoint Lync and Exchange. SharePoint is designed to support E-discovery and with new site closure and disposition capabilities you can ensure the safe and predictable handling of all your information assets.
We’ve improved the self-service site creation process enabling IT a greater degree of control over how sites are provisioned and what policies should be applied to those sites. Finally, performance and scale improvements means SharePoint can handle almost anything our enterprise customers can throw at it so you can spend more time managing information, delivering innovation and spend less time managing infrastructure.
WOPI -Web Application Open Platform Interface Protocol