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June 19, 2013
Where Will 2013 Help?
Making Collaboration Stick
@collabadam
So you have SharePoint, you've experienced some success and maybe a dose of
failure. Now 2013 has been fully out in the world for 6 months, Microsoft is pushing the
online model that focuses on Out-of-the-box (OOTB) features, and you're wondering if
2013 will enhance your current deployment. First, we'll take a look at the top 5 OOTB
features that I've seen solve end user/business needs across 2007-2013. Second, I will
unveil the newest 5 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.
2
@collabadam
Who Do I Work for? Portal Solutions
10+
Years in
Business
4
Practice Areas (Advisory/Design,
Implementation, Managed, Govt Serv.)
3
Times selected for
SP Early Adopter
Program
200+
SharePoint
Implementations
2
Locations – DC &
Boston
Our customers are organizations that
need to improve performance through
effective information sharing.
Portalsolutions.net
@collabadam
Who Am I?
Agenda
› Typical SharePoint
› 5 OOTB Features that work across
versions
› 5 New OOTB 2013 Features
› Questions
A Mess
6
?
@collabadam
Success
7
• Strategy
• Benefits
• Features
@collabadam
5 OOTB Features that work across versions
5. Custom Column
• Business Need
 Reduce document sprawl and creation of low use documentation
 Accountability and tracking of assigned activities
• Solution – “Virtual Meeting Agenda”
 Individual Task Assignment
 Up-to-date reporting
 Views
9
@collabadam
Adding a column
10
@collabadam
Creating a view
11
@collabadam
4. Connecting Lists
• Business Need
 Recording decisions made during meetings
 Tracking meeting progress
• Solution – Meeting Minutes List
 Utilizing Custom Lists with a Custom Columns
 Views & Pages
12
@collabadam
Connecting Lists On a Page
13
@collabadam
3. Document Templates
• 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
• Solution
Document Template
Automatic document tagging
Views
14
@collabadam
3. Document Templates
15
@collabadam
2. Display View Forms
• 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
16
@collabadam
2. Display View Forms
@collabadam
1. Process automation
• Business Needs
Reduce rework performed by Human Resources
 Form approval status and approval tracking
 Accountability
 Green computing
• Solution
 One-click built-in automation
 Custom forms & process workflows
 Paperless
18
@collabadam
1. Process automation
@collabadam
NOTE TO THE OBSERVER
All Pieces of a content type
20
Template
Metadata
Workflow
Information
Management
5 OOTB Features that work across versions
• Custom Column
• Connecting Lists
• Document Templates
• Display View Forms
• Process automation
June 20, 2013
@collabadam
Stop holding your breath: Where does 2013 Help?
Quickly add a column through GUI
22
@collabadam
Where does 2013 Help?
Much better rich text editor
23
@collabadam
OOTB Features – Where does 2013 Help?
Further office web app integration
24
OneNote Word Excel PowerPoint
• Ink
• Search
• Image paste
• Print Layout
• Smart Art
Rendering
• Line and
Paragraph spacing
• Page setup
• Word count
• Print
• Sheet operations
• Auto-fit
• Animations
• Shapes
• Inserting text box
• Styles
@collabadam
OOTB Features – Where does 2013 Help?
Loops, new powerful workflows
25
@collabadam
BUT WAIT, THERE’S MORE!
5 New OOTB 2013 Features
System users are trained by consumer apps
and expect enterprise apps to act the same
way.
2013 starts to takes technology out of
collaboration
Share
28
@collabadam
Quick Edit/Browser Independence
@collabadam
All Inclusive Search (FAST)
30
@collabadam
Community Template
31
@collabadam
Personal Site
32
@collabadam
QUESTIONS
Other 2013 Features
Organize: Drag and Drop
Organize: Focus On Content
Organize: Task Timeline
Audio
Cameras
Computers
Home appliances
Phones
TV and video
TERM STORE
NAVIGATION TAXONOMY
Search
Filter query by
CATEGORY:
COMPUTERS
Friendly URL
http://contoso.com/computers
Use page
maincategory.aspx
CONTENT SEARCH WEB PART
Managed navigation, search and topic pages
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
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
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
@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
SkyDrive Pro/My Documents
• Provides a single place for users to create, share, collaborate and follow important documents
• In 15 my sites have a single document library that can be user for private document as well as documents shared with others
• So it is “the” document library of your personal site and a set of views that give access to content people want to be connected
with:
 All: provides an overall view of documents in the My Documents
 Shared with me: provides the ability to show all documents that have been shared with you across people’s My Documents
SkyDrive Pro: Folder Sync
• Provides quick and easy access to Document Libraries in the familiar Windows Explorer experience.
 Works for My Documents as well as other SharePoint 15 Document Libraries.
• Makes your documents accessible online, offline or in-between and your changes are automatically synced
 Syncs libraries across multiple devices
• Overlays on files and folders so you can easily tell if your content is in sync.
• Enables quick access to useful options in the System Tray area.
New 2013 Architecture
• In general model has stayed same as in previous version
• Numerous platform level improvements and new capabilities
 Shredded Storage
 SQL Improvements
 Cache Service
 Request Management
 Themes
 Sharing
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
Things to consider…
• Technology
 Security
 System/Comp
uter Variations
 Who owns
SharePoint?
(Users,
Business,
Network,
Database)
47
• Culture
 Is this required
 Who’s in my
organization
• In Government
 Policy
 Compliance

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Making Collaboration Stick: where will 2013 Help: 10 OOTB Features

  • 1. June 19, 2013 Where Will 2013 Help? Making Collaboration Stick @collabadam
  • 2. So you have SharePoint, you've experienced some success and maybe a dose of failure. Now 2013 has been fully out in the world for 6 months, Microsoft is pushing the online model that focuses on Out-of-the-box (OOTB) features, and you're wondering if 2013 will enhance your current deployment. First, we'll take a look at the top 5 OOTB features that I've seen solve end user/business needs across 2007-2013. Second, I will unveil the newest 5 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. 2 @collabadam
  • 3. Who Do I Work for? Portal Solutions 10+ Years in Business 4 Practice Areas (Advisory/Design, Implementation, Managed, Govt Serv.) 3 Times selected for SP Early Adopter Program 200+ SharePoint Implementations 2 Locations – DC & Boston Our customers are organizations that need to improve performance through effective information sharing. Portalsolutions.net @collabadam
  • 5. Agenda › Typical SharePoint › 5 OOTB Features that work across versions › 5 New OOTB 2013 Features › Questions
  • 8. 5 OOTB Features that work across versions
  • 9. 5. Custom Column • Business Need  Reduce document sprawl and creation of low use documentation  Accountability and tracking of assigned activities • Solution – “Virtual Meeting Agenda”  Individual Task Assignment  Up-to-date reporting  Views 9 @collabadam
  • 12. 4. Connecting Lists • Business Need  Recording decisions made during meetings  Tracking meeting progress • Solution – Meeting Minutes List  Utilizing Custom Lists with a Custom Columns  Views & Pages 12 @collabadam
  • 13. Connecting Lists On a Page 13 @collabadam
  • 14. 3. Document Templates • 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 • Solution Document Template Automatic document tagging Views 14 @collabadam
  • 16. 2. Display View Forms • 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 16 @collabadam
  • 17. 2. Display View Forms @collabadam
  • 18. 1. Process automation • Business Needs Reduce rework performed by Human Resources  Form approval status and approval tracking  Accountability  Green computing • Solution  One-click built-in automation  Custom forms & process workflows  Paperless 18 @collabadam
  • 20. NOTE TO THE OBSERVER All Pieces of a content type 20 Template Metadata Workflow Information Management
  • 21. 5 OOTB Features that work across versions • Custom Column • Connecting Lists • Document Templates • Display View Forms • Process automation June 20, 2013 @collabadam
  • 22. Stop holding your breath: Where does 2013 Help? Quickly add a column through GUI 22 @collabadam
  • 23. Where does 2013 Help? Much better rich text editor 23 @collabadam
  • 24. OOTB Features – Where does 2013 Help? Further office web app integration 24 OneNote Word Excel PowerPoint • Ink • Search • Image paste • Print Layout • Smart Art Rendering • Line and Paragraph spacing • Page setup • Word count • Print • Sheet operations • Auto-fit • Animations • Shapes • Inserting text box • Styles @collabadam
  • 25. OOTB Features – Where does 2013 Help? Loops, new powerful workflows 25 @collabadam
  • 26. BUT WAIT, THERE’S MORE! 5 New OOTB 2013 Features
  • 27. System users are trained by consumer apps and expect enterprise apps to act the same way. 2013 starts to takes technology out of collaboration
  • 30. All Inclusive Search (FAST) 30 @collabadam
  • 38. Audio Cameras Computers Home appliances Phones TV and video TERM STORE NAVIGATION TAXONOMY Search Filter query by CATEGORY: COMPUTERS Friendly URL http://contoso.com/computers Use page maincategory.aspx CONTENT SEARCH WEB PART Managed navigation, search and topic pages
  • 39. 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
  • 40. 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
  • 41. 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
  • 42. @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
  • 43. SkyDrive Pro/My Documents • Provides a single place for users to create, share, collaborate and follow important documents • In 15 my sites have a single document library that can be user for private document as well as documents shared with others • So it is “the” document library of your personal site and a set of views that give access to content people want to be connected with:  All: provides an overall view of documents in the My Documents  Shared with me: provides the ability to show all documents that have been shared with you across people’s My Documents
  • 44. SkyDrive Pro: Folder Sync • Provides quick and easy access to Document Libraries in the familiar Windows Explorer experience.  Works for My Documents as well as other SharePoint 15 Document Libraries. • Makes your documents accessible online, offline or in-between and your changes are automatically synced  Syncs libraries across multiple devices • Overlays on files and folders so you can easily tell if your content is in sync. • Enables quick access to useful options in the System Tray area.
  • 45. New 2013 Architecture • In general model has stayed same as in previous version • Numerous platform level improvements and new capabilities  Shredded Storage  SQL Improvements  Cache Service  Request Management  Themes  Sharing
  • 46. 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
  • 47. Things to consider… • Technology  Security  System/Comp uter Variations  Who owns SharePoint? (Users, Business, Network, Database) 47 • Culture  Is this required  Who’s in my organization • In Government  Policy  Compliance

Notas do Editor

  1. Users don’t understand what permission level to grant to other usersUsers generally don't know who all has permissions on a siteUsers 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