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SharePoint 2013: What’s
New for Legal?
ILTA Roadshow
Acrowire Presenters
Brian Gough
Solutions Architect
• 20+ years experience with Microsoft technologies
• 7+ years SharePoint experience as Developer and Administrator
• Twice recognized as SharePoint Most Valued Professional (MVP)
Ted Theodoropoulos
Founder & President
• 20+ years as a business owner
• 10 years in IT Audit/Risk Management at Bank of America
• Former member of Microsoft SQL Server team
• Certified Scrum Master / Lean Six Sigma Black Belt
2014 Roadshow Locations
Date City
4/8 Charlotte, NC
4/9 Raleigh, NC
4/10 Columbia, SC
4/15 Pittsburg, PA
6/3 Washington DC
6/4 Richmond, VA
7/22 Orlando, FL
7/23 Miami, FL
7/23 Tallahassee, FL
9/9 Atlanta, GA
Date City
9/23 Birmingham, AL
9/25 New Orleans, LA
10/7 Philadelphia, PA
10/8 New York, NY
10/9 Boston, MA
11/11 Cincinnati, OH
11/12 Columbus, OH
11/18 Baltimore, MD
12/3 Webinar
Acrowire Competencies
Improvements Most Relevant to Legal
Collaboration Intranet/Extranet
Social
App Development
E-Discovery
Mobile
Business Intelligence
Enterprise Search
Search: A Serious Enterprise Search Contender
Historically
• FAST was an add-on to SharePoint 2010
• Incremental crawls led to stale search results
• Best Bets used to refine search results
• Poor search results with little relevance and
intelligence
• Cumbersome user experience
SharePoint 2013 Search
• FAST is now seamlessly integrated into SharePoint
2013 at no additional cost to the end user
• Continuous crawl increases freshness
• Query Rules are used create Promoted Results
• Addition of Analytics allow for intent-driven search
capabilities
• User experience (UX) has been dramatically
enhanced
Gartner’s Magic Quadrant
Create YouTube-like video
experiences through Search
View video thumbnails without
leaving your search page
Visual
refiners
Dive into the part
of the document
that matters most
Live previews
of documents
New Hover Panel
changes based
on content type
Search: Improved Results UI
Search: Personalized Behaviors
When searching for documents, new intelligence recalls previous behavior to quickly
surface relevant documents that you’re likely to be searching.
A list of Results you’ve clicked and Suggested documents to follow
helps you narrow files based on your intent
Collaboration: Capabilities With Just One Click
Users can now collaborate even better by leveraging the new Facebook-like
paradigm of “following” content. Sharing content no longer requires multiple
steps.
Share and Follow buttons are universally
placed on every file, site and contact
Within your profile, you can easily
manage and monitor the people,
documents, sites and tags you are
following
Collaboration: Edit Documents Simultaneously
There is no longer a need to email large documents back and forth for collaborative
editing. SharePoint emphasizes its collaborative features by enabling co-author
capabilities and managing tracked changes for you.
Quick view into
others editing the
document at the
same time
Can view
changes by
others in real-
time
Intranet/Extranet: OOB Opportunities
SharePoint 2013’s flat intranet and extranet design encourages developers with basic
skills to create a unique and branded experience for the firm.
Out-of-the-box features allow organizations to create a dynamic, interactive and
informational environment, such as:
Message from
the President
News Feed
Blog
Document
Library
Intranet/Extranet: Branding Opportunities
Familiar Content Authoring and
Management
Managed Navigation/Friendly URL’s
Support Automated or Manual
Translation
Image Renditions
Video Improvements
Usage Analytics
Design Manager
Device Based Rendering
Intranet/Extranet: Branding Examples
Apps: SharePoint Application Evolution
2003 – What is an Application?
-SharePoint was not an Application Platform, except web parts
-Investments were in portals and content
2007 – Everything is an Application!
-Push to embrace SharePoint for LOB applications
-Experience was to write custom server side code
2010 – Choose the right Application
-SharePoint and Developer Tools come together
-Silverlight, CSOM and other new capabilities
-Partially trusted code reduces impact and risk to farm
2013 – Redefine Application as App…
-Client side experience via html or iFrame
-Leverage CSOM and REST APIs from Azure and other clients
-Investments in app discovery and management via SharePoint store
Apps: SharePoint Application Evolution
Full Trust Solutions
No real control
Support is a nightmare
Upgrade is quite a challenge
Securing code to run in hosted
environments is effectively impossible
SP Code
More custom code:
aspx, dlls, web
services, GAC
Sandbox
Partial control
Way too strict for developers
Hard to maintain and expand
Managed by your self
SP Code
Sandboxed
Custom Code
App Model
Control, Trust, Manage
App code
(client or
server)
SP Code
Isolated App
client side
code
Host/language independent
Management and update easily doable
per app
Embrases reusability / improved CSOM
Apps: Side by Side Comparison
Full-Trust
Solutions
Sandboxed
Solutions
Apps
Use Client-Side SharePoint API
Use Server-Side SharePoint API
Use Remote Services
App-based Permissions (OAuth2)
On-Premise Deployment Friendly
Hosted Deployment Friendly
Distribution via Marketplace
SharePoint Provided Schematics for Install /
Upgrade / Uninstall
Apps: What is a SharePoint App?
Is the future proof way to add new capabilities to SP2013+
Is available from Corporate Catalog and/or SP Store
Is easy to install by site owners or Tenant/Farm Admin
Is a web application that runs “OUTSIDE” of SharePoint
Uses CLIENT APIs to talk to SharePoint (JS, REST, and .NET)
Apps: Build Alongside SharePoint
SharePoint now emphasizes The App Model (vs. Solutions) which allows developers
to build alongside SharePoint.
Custom code never runs on the SharePoint server.
• Custom application code runs either on a web browser or on a separate
server
Why Do You Care?
• Reduces risk - Vulnerabilities and
dependencies are mitigated
• Better performance - Environment
remains supported
• Minimizes hesitation to make updates
• Latest capabilities will be enabled
• Does not lock your firm into your current
version of Sharepoint
• SharePoint cloud environments may now
seem more attractive
Apps: Developer Skillsets
Earlier versions of SharePoint emphasized Full Trust Solutions, requiring heavy
SharePoint skills.
The App Model is a demonstration of Microsoft’s commitment to the shift in industry
standards.
Apps: NetDocuments Integration Demo
Demonstration
Mobile
Mobile view has been enhanced
Mobile – Device Channels
Customize the look and feel based on the device (user agent string)…
Business Intelligence
Excel BI:
In-Memory BI Engine (IMBI): The In Memory multidimensional data analysis
engine (IMBI), also known as the Vertipaq engine, allows for almost instant
analysis of millions of rows and is a fully integrated feature in the Excel client.
Power View Add-in for Excel: Power View enables users to visualize and
interact with modeled data by using highly interactive visualizations, animations
and smart querying.
Decoupled PivotChart and PivotTable reports: Users can now create PivotChart
reports without having to include a PivotTable report on the same page.
Business Intelligence
Excel Services:
•Data exploration improvements
•Field list and field well support
•Calculated measures and members:
•Enhanced timeline controls:
•Application BI Servers ( on Premises only)
•Business Intelligence Center update
Business Intelligence Demo
BI Demonstration
Acrowire Roadshow Team
Jeff Bodem
SVP of Client Strategy
Brian Gough
Solutions Architect
Luke Seifert
Communications Manager
Contact Us
info@Acrowire.com
Ted Theodoropoulos
Founder & President

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SharePoint 2013: What's New For Legal?

  • 1. SharePoint 2013: What’s New for Legal? ILTA Roadshow
  • 2. Acrowire Presenters Brian Gough Solutions Architect • 20+ years experience with Microsoft technologies • 7+ years SharePoint experience as Developer and Administrator • Twice recognized as SharePoint Most Valued Professional (MVP) Ted Theodoropoulos Founder & President • 20+ years as a business owner • 10 years in IT Audit/Risk Management at Bank of America • Former member of Microsoft SQL Server team • Certified Scrum Master / Lean Six Sigma Black Belt
  • 3. 2014 Roadshow Locations Date City 4/8 Charlotte, NC 4/9 Raleigh, NC 4/10 Columbia, SC 4/15 Pittsburg, PA 6/3 Washington DC 6/4 Richmond, VA 7/22 Orlando, FL 7/23 Miami, FL 7/23 Tallahassee, FL 9/9 Atlanta, GA Date City 9/23 Birmingham, AL 9/25 New Orleans, LA 10/7 Philadelphia, PA 10/8 New York, NY 10/9 Boston, MA 11/11 Cincinnati, OH 11/12 Columbus, OH 11/18 Baltimore, MD 12/3 Webinar
  • 5. Improvements Most Relevant to Legal Collaboration Intranet/Extranet Social App Development E-Discovery Mobile Business Intelligence Enterprise Search
  • 6. Search: A Serious Enterprise Search Contender Historically • FAST was an add-on to SharePoint 2010 • Incremental crawls led to stale search results • Best Bets used to refine search results • Poor search results with little relevance and intelligence • Cumbersome user experience SharePoint 2013 Search • FAST is now seamlessly integrated into SharePoint 2013 at no additional cost to the end user • Continuous crawl increases freshness • Query Rules are used create Promoted Results • Addition of Analytics allow for intent-driven search capabilities • User experience (UX) has been dramatically enhanced Gartner’s Magic Quadrant
  • 7. Create YouTube-like video experiences through Search View video thumbnails without leaving your search page Visual refiners Dive into the part of the document that matters most Live previews of documents New Hover Panel changes based on content type Search: Improved Results UI
  • 8. Search: Personalized Behaviors When searching for documents, new intelligence recalls previous behavior to quickly surface relevant documents that you’re likely to be searching. A list of Results you’ve clicked and Suggested documents to follow helps you narrow files based on your intent
  • 9. Collaboration: Capabilities With Just One Click Users can now collaborate even better by leveraging the new Facebook-like paradigm of “following” content. Sharing content no longer requires multiple steps. Share and Follow buttons are universally placed on every file, site and contact Within your profile, you can easily manage and monitor the people, documents, sites and tags you are following
  • 10. Collaboration: Edit Documents Simultaneously There is no longer a need to email large documents back and forth for collaborative editing. SharePoint emphasizes its collaborative features by enabling co-author capabilities and managing tracked changes for you. Quick view into others editing the document at the same time Can view changes by others in real- time
  • 11. Intranet/Extranet: OOB Opportunities SharePoint 2013’s flat intranet and extranet design encourages developers with basic skills to create a unique and branded experience for the firm. Out-of-the-box features allow organizations to create a dynamic, interactive and informational environment, such as: Message from the President News Feed Blog Document Library
  • 12. Intranet/Extranet: Branding Opportunities Familiar Content Authoring and Management Managed Navigation/Friendly URL’s Support Automated or Manual Translation Image Renditions Video Improvements Usage Analytics Design Manager Device Based Rendering
  • 14. Apps: SharePoint Application Evolution 2003 – What is an Application? -SharePoint was not an Application Platform, except web parts -Investments were in portals and content 2007 – Everything is an Application! -Push to embrace SharePoint for LOB applications -Experience was to write custom server side code 2010 – Choose the right Application -SharePoint and Developer Tools come together -Silverlight, CSOM and other new capabilities -Partially trusted code reduces impact and risk to farm 2013 – Redefine Application as App… -Client side experience via html or iFrame -Leverage CSOM and REST APIs from Azure and other clients -Investments in app discovery and management via SharePoint store
  • 15. Apps: SharePoint Application Evolution Full Trust Solutions No real control Support is a nightmare Upgrade is quite a challenge Securing code to run in hosted environments is effectively impossible SP Code More custom code: aspx, dlls, web services, GAC Sandbox Partial control Way too strict for developers Hard to maintain and expand Managed by your self SP Code Sandboxed Custom Code App Model Control, Trust, Manage App code (client or server) SP Code Isolated App client side code Host/language independent Management and update easily doable per app Embrases reusability / improved CSOM
  • 16. Apps: Side by Side Comparison Full-Trust Solutions Sandboxed Solutions Apps Use Client-Side SharePoint API Use Server-Side SharePoint API Use Remote Services App-based Permissions (OAuth2) On-Premise Deployment Friendly Hosted Deployment Friendly Distribution via Marketplace SharePoint Provided Schematics for Install / Upgrade / Uninstall
  • 17. Apps: What is a SharePoint App? Is the future proof way to add new capabilities to SP2013+ Is available from Corporate Catalog and/or SP Store Is easy to install by site owners or Tenant/Farm Admin Is a web application that runs “OUTSIDE” of SharePoint Uses CLIENT APIs to talk to SharePoint (JS, REST, and .NET)
  • 18. Apps: Build Alongside SharePoint SharePoint now emphasizes The App Model (vs. Solutions) which allows developers to build alongside SharePoint. Custom code never runs on the SharePoint server. • Custom application code runs either on a web browser or on a separate server Why Do You Care? • Reduces risk - Vulnerabilities and dependencies are mitigated • Better performance - Environment remains supported • Minimizes hesitation to make updates • Latest capabilities will be enabled • Does not lock your firm into your current version of Sharepoint • SharePoint cloud environments may now seem more attractive
  • 19. Apps: Developer Skillsets Earlier versions of SharePoint emphasized Full Trust Solutions, requiring heavy SharePoint skills. The App Model is a demonstration of Microsoft’s commitment to the shift in industry standards.
  • 20. Apps: NetDocuments Integration Demo Demonstration
  • 21. Mobile Mobile view has been enhanced
  • 22. Mobile – Device Channels Customize the look and feel based on the device (user agent string)…
  • 23. Business Intelligence Excel BI: In-Memory BI Engine (IMBI): The In Memory multidimensional data analysis engine (IMBI), also known as the Vertipaq engine, allows for almost instant analysis of millions of rows and is a fully integrated feature in the Excel client. Power View Add-in for Excel: Power View enables users to visualize and interact with modeled data by using highly interactive visualizations, animations and smart querying. Decoupled PivotChart and PivotTable reports: Users can now create PivotChart reports without having to include a PivotTable report on the same page.
  • 24. Business Intelligence Excel Services: •Data exploration improvements •Field list and field well support •Calculated measures and members: •Enhanced timeline controls: •Application BI Servers ( on Premises only) •Business Intelligence Center update
  • 26. Acrowire Roadshow Team Jeff Bodem SVP of Client Strategy Brian Gough Solutions Architect Luke Seifert Communications Manager Contact Us info@Acrowire.com Ted Theodoropoulos Founder & President

Notes de l'éditeur

  1. SharePoint releases to date have not demonstrated dramatic changes in overall functionality and user experience. SharePoint 2013 is different. With a new architecture in place (App Model) and a hefty investment towards overhauling search capabilities, SP13 has proven to be a reflection of customer needs and shifting industry trends. Workflows, Search, Collaboration and Intranet/Extranet capabilities have all been dramatically improved for legal in the newest release; search is the largest improvement of all. Business Intelligence, Social, E-Discovery and mobile are all features of SharePoint 2013, but add little relevance to the legal industry at this time.
  2. FAST add on historically ~$100K Important Points for continuous Crawl: The major difference with incremental crawl is that the crawl can run in parallel "Continuous Crawl" is only available for sources of content type "SharePoint Sites" By default, a new crawl is run every 15 minutes, but the SharePoint administrator can change this interval using the PowerShell cmdlet Set-SPEnterpriseSearchCrawlContentSource Once started, a "Continuous Crawl" can’t be paused or stopped, you can just disable it.  Query rules can be created at Search Service Application, Site Collection, or Site level. The rules are inherited by default but you can remove, add, configure and change the order of query rules at each level. Fortunately, it also allows you to test a query and see which rules will fire.
  3. Hover Panels can be customized
  4. Integration with OneDrive – New features coming
  5. Works with both OneDrive Doc / Microsoft Docs Current pain points of attorneys: Latency of reviewing and approving documents between attorneys when they are emailed / poor workflow Inconsistency of document file types when emailing edits back and forth The Excel 2013 client application does not support co-authoring workbooks in SharePoint 2013 or SharePoint Online. Co-authoring workbooks in SharePoint is supported by using the Excel Web App, which is included with Office Web Apps.
  6. Other enhancements may include: announcements list, survey, discussion board, community group, etc. These out-of-the-box features promote usage and adoption for teams. Make reference to Sunoco/Belk, as appropriate
  7. Overview of Apps for SharePoint 2013 - http://msdn.microsoft.com/en-us/library/office/fp179930%28v=office.15%29.aspx
  8. IT departments can now hire less specialized skillsets. 75% of application developers know HTML/CSS/JS – Point: These skills are becoming more universal
  9. Pros: Cloud first – new features will be implemented in the cloud first Cons: When you start having performance issues, addressing them with 3rd party can be limited
  10. Site Feature should be activated to get the OOB mobile view Device Channels provide a way to make your SharePoint sites viewable on mobile devices, such as smart phones and tablets.  Device Channels are available on publishing sites or team sites with the publishing feature activated.  They provide you the ability to set different master pages and CSS for different devices like Tablet, Windows Phone, iPhone etc.  As a result, you can have a user friendly experience for your website when viewed on mobile device.
  11. Pros: Cloud first – new features will be implemented in the cloud first Cons: When you start having performance issues, addressing them with 3rd party can be limited