So you have SharePoint, you've experienced some success and maybe a dose of failure. Now Microsoft is pushing the online model that focuses on out-of-the-box (OOTB) features, and you're wondering if moving to 2013 will enhance your current deployment. First, we'll take a look at the top five OOTB features that we've seen solve end user/business needs across 2007 and 2013. Second, we will unveil the newest five features that 2013 brings to the game, and may help you make your decision. Whether you're a business user just being introduced to the full features of SharePoint or a developer building sophisticated applications, these are features that no deployment should live without.
SPTechCon Austin - Top 10 Out-of-the-Box SharePoint 2013 Features
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February 10, 2015
Top 10 Out-of-the-Box
SharePoint 2013 Features
Making Collaboration Stick
@collabadam
2. 3
Adam Levithan
@collabadam
AIIM & IT
Unity
Blogger
Product
Manager
9+ years in Collaborative Systems
SharePoint expertise: Out-of-the-box
solutions, business process
management, Governance,
adoptions, information architecture
Next Adventure: One-Day 200
Mile Bicycle Ride
(wish me Luck)
About Me
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Metalogix Provides The Industry’s Most Trusted Tools For
Mission-Critical Collaboration Platforms
■ Metalogix provides “need to have” industry-recognized management tools for
mission-critical collaboration platforms regardless of storage and cloud platform
■ Metalogix’s world-class tools and client service have proven to be the most effective
way to manage increasingly complex, and exponentially growing metadata and
content across collaboration platforms on premise and any cloud or storage platform
■ 14,000+ clients rely on Metalogix’s tools every minute of every day to monitor,
migrate, store, synchronize, archive, and backup their collaboration content
Vancouver
Los Angeles
Toronto
Washington D.C.
Boston
London
Switzerland
Australia
Founded in 2008
Headquarters in Washington, D.C.
50%+ Profitable CAGR since 2009
14,000+ Clients
250+ Employees
Live 24x7 Customer Support
Global Presence
Sales
Development
Support
HQ
Outsourced Dev/
Support
4. 5
… With The Industry’s Most Trusted Suite of Tools
Only deploy tools you need.
Designed to work together,
but can be used independently.
“Click, Try, Buy” and installs directly into SharePoint.
No additional hardware/software required.
Operates in full trust on premises, hybrid and cloud infrastructures
Across any storage or cloud platform
SHAREPOINT MIGRATION &
MANAGEMENT
SECURITY, COMPLIANCE &
ADMINISTRATION
MULTI-FARM SYNCH &
REPLICATIONSHAREPOINT MONITORING
EMAIL, FILE & SHAREPOINT
ARCHIVING
Content Matrix
ControlPoint
ReplicatorDiagnostic Manager
Archive Manager
STORAGE OPTIMIZATION &
PERFORMANCE
SHAREPOINT BACKUP &
RESTORE
StoragePoint SharePoint Backup
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Enough about me… What about you?
Raise your hands
• Version of SharePoint you are interested in 2010, 2013 Foundation,
Standard, Enterprise (or O365)
• Background – Power User, IT Pro, Developer
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Agenda
› Why is this important
› 5 OOTB Features that work across versions
› 5 OOTB 2013 Features
› Questions
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Why is this important? - Typical SharePoint Experience
Let’s Try Collaboration
Lack of engagement
No Clear Business Needs
Rampant Growth of Content
Bad Experience
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Why is this important? – Successful Deployments
Business Needs Driven
Sponsored by Leadership
Configure First (OOTB -> Develop)
Consistency
Governance by PEOPLE
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5 OOTB Features
Across All Versions
Custom Column
Document Templates
Display View Forms
Connecting Lists
Process automation
Custom Columns
Document
Template
Display View
Forms
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17
5 OOTB Features
Across All Versions
Custom Column
Document Templates
Display View Forms
Connecting Lists
Process automation
Connecting Lists
Approval
Workflow
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Refiners and faceted navigation
Define refiners for catalog content drill down in catalog drive scenarios
Provides easy filtering capabilities for catalog information
Content editors can define which managed properties are available as refinements
UI rending can be customized for each refiner
Different data types have different rendering options
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Unified Discovery across Exchange, SharePoint and Lync
Find it all in one place (unified console)
Find more (in-place discovery returns the richest data)
Find it without impacting the user (Give legal team discovery, leave IWs alone)
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
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Liking
Offers a way to keep track of specific posts across all the microblogging activity
Likes: is a personal view to see things you liked*
• Other people don't have access to the list of everything you liked, but they can see what you liked if they look at your profile feed (About
me).
Useful to track Social activities
• The popularity of an item
• Tracking a specific post – thread
It shows in the main consolidated feeds web part
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@Me (aka: Mentions)
Mentions give the ability to refer to a person in a microblogging post
it works independently from following
• if a person gets mentioned that post will show in his or her mentions feed.
People can mention
• People who are in the “Followed People” list
• People in the Profile DB
User who gets mentioned receives a notification email
Newsfeed page also provides a visual notification of number of mentions
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Build workflow apps integration
Manage security information rights eDiscovery
Discover
search
business intelligence
Organize
documents
tasks
projects
Share
social
collaborate
community
• Centralize project information
and communications
• Store and sync your
documentation
• Create Site templates with
tasks, workflows, calendars
and custom libraries.
• Deep Integration with Office
applications
• Availability of information
inside and outside of the
organization
• Capture ideas, discover
answers and follow colleagues
activities
• Connect with people across
your organization
• Discover Interests, projects
and documents they’ve
worked on, tagged or rated
• Customize search to deliver
more relevant results,
recommending people and
documents
Editor's Notes
Adam Edit
Metalogix is the largest Independent Software Vendor (ISV) for Microsoft SharePoint, Exchange, and Office 365 systems.
For over 7 years, Metalogix has developed the industry’s best and most trusted management tools for SharePoint, Exchange, and Office 365, backed by our globally acknowledged live 24x7 support. Over 14,000 clients rely on Metalogix Tools every minute of every day to monitor, migrate, store, synchronize, archive, secure, and backup their collaboration platforms.
Metalogix is a Microsoft Gold Partner, an EMC Select Partner, and a GSA provider. Our Client Service division of certified specialists is the winner of the prestigious NorthFace ScoreBoard AwardSM for World Class Excellence in Customer Service.
Content Matrix
Migrate, structure, and manage your content for SharePoint, Office 365, and other Cloud services
ControlPoint
Manage, audit, and report on Security, Permissions, Compliance, and Administration for SharePoint
StoragePoint
Improve SharePoint Performance and Optimize Storage for Content Databases.
Divides SharePoint content between Active, Near-Active, and Archive.
Diagnostic Manager
Monitor SharePoint Farm, Content, Server, and SQL Health and Performance
Replicator
Synchronize Content Across Multiple SharePoint Farms
Business Need
Reduce document sprawl and creation of low use documentation
Accountability and tracking of assigned activities
Business Need
Reduced time and rework involved in creating proposals
Easy to find status of proposals and value of pipeline
Quick identification similar past proposals
Business Need
Centralize distributed information throughout e-mail and network drives
Understanding status of document
Rapid on-boarding of new team members
Solution
Single point to access all information
Connecting web parts within standard display view form
Business Need
Recording decisions made during meetings
Tracking meeting progress
Users don’t understand what permission level to grant to other users
Users generally don't know who all has permissions on a site
Users can’t see the invitations that have been sent out to external users.
Users don’t understand what rights they are giving people when they add them to a SharePoint group
Users don’t understand what permission level to grant to other users
Users generally don't know who all has permissions on a site
Users can’t see the invitations that have been sent out to external users.
Users don’t understand what rights they are giving people when they add them to a SharePoint group