All presentation SharePoint O365 and everything else
1. SharePoint 2013 – How to get there!
real world experience
Technical
Process
2.
3. Centralized site collection policies
control access
Ensure compliance and increase
manageability with audit
resilience, filtering, and enablement
Classify and identify information
Mitigate threats and prevent malicious
content.
Protect, preserve, and persist
information
Support compliance via eDiscovery
Encrypt and protect data with Rights
Management Services (RMS).
Purge information no longer needed
with site closure policies
4. Reduce cost and complexity
Ensure data compliance and security
Solve fundamental business and IT
challenges with a consistent,
integrated approach
Control costs with adaptable crosspremise environments, with public and
private cloud, as well as on-premise,
deployment options.
Reduced disk I/O and bandwidth
requirements
Unprecedented scale
Downtime mitigation through
application aware routing and
management
5. Balance the needs of users with those of IT
Automate repetitive processes and improve
operating economics with Windows PowerShell
3.0
Cut costs while improving the scalability,
flexibility, and reach of IT systems
Improve adoption and amplify users impact
Empower site administrators to decide when
upgrade is right for their users through
delegation of upgrade.
Create evaluation site collections and fix
issues without affecting live data
Preserve customizations and drive broad user
adoption
Create backward compatible site collections
through selective provisioning.
6. Top business challenges we hear about
Information Explosion
Unstructured Data
Un-Organized
Un-Categorized
Exponential Growth
Diverse User
Requirements
Data in Silos
100+ Systems
No Interconnect
Difficult to find info
Frustration
Discrete Roles
Diverse Systems
Varied functions
Lack 360 view of info
18
7. Silos for Challenges and implementation
Ease of Implementation
3.6
Service Reliability
3.4
Industry Specific Consulting Advice
3.4
Initial Setup Cost
3.4
Vendor Responsiveness
3.3
Support for Specific Business Needs
3.2
Support Costs
3.1
Ease of Customization
3.1
Ease of Integration with on-prem systems
3
8. Information and application silos
Marketing
Siloed UI
Applications
Content
Silos
Sales
IT
Consulting
Finance
Procurement
Production
Research
Support
HR / Legal
9. Phase 1
Design & Plan
• For Business and
It Audience
• To understand SP
2013 and its
information
• Understand value of
information
management
• Gain Predisposition
towards SharePoint
Phase 2
Build & Deploy
• For Business and
IT Audiences
• To understand the
extent of
Information and
adoption
management
• Persuade for
championing the
cause
• For End-user
audiences
• Messaging begins
with education, but
quickly turns into a
risk adjusted
persuasion
campaign
• Set expectations
about potential
negatives (data
cleanup and
migration
Phase 3
Transfer & Operate
• For End-user
audiences
• To Support the use
of new tools and
bolster confidence
in the new
environment
• To promote cultural
shift
• Define companies
message
• Define company
adoption plan
• Define message and
message with
SharePoint
Phase 4
Nurture and Improve
• For End-user
audiences
• To maintain the
cultural shift or
paradigm in the
organization
• Collect
feedback on the
campaign for
future iterations
for SharePoint
• Define
Companies
messages
10. SharePoint Adoption
Define your Vision
Simplify -> Start Small ->Stay Focused
Identify Relevant Use Cases
Execute
Enable Technology
Measure Success and Expand
11. Adoption Checklist
Define Your Vision
Identify Relevant Business Cases
Release your SharePoint functionality in phases
Increase awareness by creating a communication plan
Support users by creating a training plan
Ensure ongoing success by creating a user support plan
Generate excitement by creating an incentives and rewards plan
12. Define Your Vision
• Establish the business priorities that SharePoint will
address
• Determine your timeframe
• Establish metrics by which you'll measure success
• Conduct a pilot to gather initial feedback
• Create a good User Experience
13. Identify Relevant Business Cases
• Determine the most appealing scenarios for business users
• Identify "low-hanging fruit"
• Review the list of use cases provided with this white paper
to determine which ones apply to your business
• Focus on Features for the Business and make them available
14. Release your SharePoint functionality in phases
•
•
•
•
Start Small and Stay Focused
Select a pilot group of users
Do it iteratively
Create a Task force
15. Increase awareness create a communication plan
and strategy
• Leverage Experts and Champions
• Engage Leadership by identifying executive
sponsors
• Conduct town hall meetings to discuss your solution
• Create a plan for continuous communication
16. Support users by creating a training plan and
a strategy
• Establish short, just-in-time training options for users
• Ensure that your site owners are properly trained before
giving them site ownership
• Provide training to content contributors to ensure effective
content management
• Create a site owner community to enable users to help each
other
17. Ensure ongoing success by creating a user support
plan and strategy
• Establish a contact person for every page
• Establish a SharePoint Center of Excellence within your
organization to provide high-end support for users
• Survey users on a regular basis to gather feedback and
establish metrics
• Ensure content gets moved from legacy platforms to
SharePoint in a planned manner
18. Generate excitement by creating an
incentives and rewards plan
•Demonstrate with real data how features are useful
•Make it fun (buck the company culture)
•Use an online scavenger hunt as a fun way to
encourage usage
•Provide recognition for content contribution
19.
20.
21. There are a lot of areas to cover…
•
•
•
•
•
•
•
ECM
WCM
Business Intelligence
Social
Search
Services
The New App Model/Development
24. Manage Risk
Find the perfect
balance between
compliance and
collaboration
Manage Cost
Manage Your Time
Efficiently manage
infrastructure while
maximizing uptime,
minimizing failures
and downtime
Empower end users
while managing risk,
complexity, and
costs
27. Create
Create and organize
content easily with the
help of relevant
discovered information
Control
Manage content policy,
information architecture
and taxonomy
Protect
Reduce risk and manage
compliance with
centralized eDiscovery
tools
28. 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
•
•
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
29. •
•
•
Support for searching and exporting
content from file shares
Export discovered content from
Exchange and SharePoint
Seemless integration of Exchange
and SharePoint to provide best of
both world and end user flexibility
30. Use familiar tools to design
rich and beautiful sites that
represent your brand
Create, reuse and consume
content for any device and
language
31.
32. Engage in conversations
to stay informed and
make better decisions.
Use community
knowledge to gain
insight and find
answers.
Make it easier to work
as a team and manage
your projects.
33. Microblogging
•
•
Share content, links, and media
Follow people, sites, content, and
conversations
Activity Feeds
•
Provides a view into recent activity
related to content, links, media,
and people
34. Communities
•
•
Community sites with self-service
administration and moderation
Modern community features such as
achievements and reputation
Discussions
•
Modern discussion boards
Blogs
•
•
Client application integration
Categories, comments, and
moderation
35. Connected Platform
Ensure that information
communicated via internal social
networks is secure and compliant
with centralized IT policies.
Provide a single view of the
people in an organization and
bring together identity-based
information from many sources.
Build new social apps, and bring
important information from your
LOB applications directly into the
newsfeed.
37. Find what you‟re looking
for with intelligent results
tailored to you
Get answers and take
action with an experience
that‟s always a step
ahead
Build smarter applications
that can scale for any
need
38.
39. Easily combine data from
any source to create fully
interactive reports and
insights with guided
exploration
Visually discover and
share insights for
collaborative decision
making across the
organization
Manage self-service BI
with control &
compliance for end user
created assets
40. Excel BI
•
•
Instant analysis through In Memory BI
Engine
Power View Add-in
Excel Services
•
•
•
•
Improved data exploration
Field List and Field Well Support
Calculated Measures and Members
Enhanced Timeline Controls
41. •
•
•
Filter enhancements and Filter search
Dashboard migration
Support for Analysis Services Effective
User
Visio Services
•
•
•
Refresh data from external sources – BCS
and Azure SQL
Supports comments on Visio Drawings
Maximum Cache Size service parameter
• Health Analyzer Rules to report on Maximum
Cache Size
42. A new development
model for building apps
provides a secure and
scalable way to build
SharePoint solutions.
SharePoint 2013 makes
customizing sites easier
for user, web designer
and professional
developer alike.
The cloud provides you
with the freedom to
choose how and where
to host your apps.
43.
44. Summary
SharePoint Server 2013 enhances the
workload experiences by enabling new
compelling scenarios that engage and work
with the user.
45. • Social Interaction
• Document Set
Management
• E-Discovery
• Records Center
• Enterprise Metadata
Management
• Search Visualization
47. Site mailboxes – Exchange and SP together
Site mailboxes can receive
emails and have their own
email address
Easy access from both Outlook
Membership
and SharePoint (same view!)
Site Mailbox
Outlook
SharePoint
Shared Storage
Owners
Members
Emails stored in Exchange
Documents stored in SharePoint
Unified compliance policy
applies to both
IW Views
Exchange
2013
Management
SharePoint
Farm
Provisioning
Lifecycle
Exchange Site
SharePoint Site
Mailbox
48. Document Set Improvements
Support for OneNote notebooks
Document set icon in search results
Folders supported
Also for default documents set for document set
Support for easier aggregation
CBS & CBQ web parts understands document sets
Better developer support
Client side and Server side API improvements
Versioning improvements
Capture full document set as version
Search directly in
document set
49. eDiscovery - Exchange, SharePoint and Lync
Unified console to add, manage and export discovery sets
In-place discovery and holds
Legal team does discovery, not information workers
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. Site Based Compliance & preservation
Compliance officers create
policies, which define:
The retention policy for the entire site and the site mailbox,
if one is associated with the site.
What causes a project to be closed.
When a project should expire
Can set also site collection as read only
Policy also available optionally
from self site creation
Policies must be replicated from content
type hub cross enterprises
53. Enterprise Metadata Management
Metadata as enabler for Navigation, term and search driven pages, etc.
New term store manager features enhance term usage models
Multilingual improvements
Cross-site collection access to private local site collection groups
Dataview editing support
Share and Local properties
Pinned Terms vs Term Re-Use
Taxonomy API (CSOM and REST)
54. Term Store Manager in SP2013
Cross site collection term access for private
groups
Possibility to link different site collections to see others terms
Pinning terms
Read only reuse of the term in alternative location in the hierarchy
User interface for custom property editing
Specific by location properties also possible
Indication of the term set usage for
other SP2013 functionalities
Additional Multilingual support
Flexible LCID and automated
translation support
Block users from using keywords outside
of specific term set
56. • Easy Content Authoring
& Management
• Targeted User
Experiences
• Search As Content
Provider
• Managed Navigation
• Content Re-Use
• Multi-Lingual Support
57. Design Manager and general rendering changes
Empowering web designers & developers
Completely revamped CSS classes
Web Part rendering with DIVs, not with TABLEs
Minimizing ramp up time
Site design & branding using the
technologies web developers already
know & love (HTML, CSS, JS) – using their
preferred design tools.
Creating and updating designs no longer requires deep SharePoint expertise
Design manager for assisting uploading
templates and modifying them on-fly
58. Image renditions & Video improvements
Image transformation dynamically in
SharePoint
Renditions are actual thumbnails
Consistency sized images
Cropping for targeting
areas of pictures
Enable easy enterprise podcast scenarios
Video support improvements
Video player as HTML 5 implementation
59. Search Engine Optimization improvements
• Numerous SEO improvements in site and page level
Features
SharePoint 2010
SharePoint 2013
Clean URLs
http://www.c.com/Pages/cars.aspx
http://www.c.com/cars
Home Page Redirects
HTTP 302 for http://www.c.com to
redirect to /pages/default.aspx
Home page served from address
www.c.com – no redirect for browser
Country code top-level
domains (ccTLDs)
http://www.c.com/en-us/Pages/cars.aspx
http://www.c.com/esmx/Pages/coches.aspx
http://www.c.com/cars
http://www.c.mx/coches
XML Sitemaps
None
Automatically generated and
referenced in robots.txt
SEO Properties
(e.g. Meta
Description)
<title> and <h1> must be identical
Browser title
Meta description
Meta keywords
Webmaster Tools
integration
None
Assists with ownership verification
60. Device based rendering - Channels
Different channels defined in site collection level (SPSite)
Define “channels” for single devices or groups of devices – based on user agents
Assign alternate “Master Pages” (shared look and feel) per channel
Selectively include and exclude portions of Page Layouts per channel by using specific control
Possible to provide cookie level override for end users
Same URL, different look and feel based on used device
Target Different Devices (per Agent Substring)
61. Content Search Web Part
Similar to Content Query Web Part –
but based on indexed content
Show content cross site collections
Show content cross multiple site collections
New presentation template model for
easy content presentation fine tuning
Content rendered in client side
Provides full control on rendering capabilities using html templates
Easy editors as web part editors for
defining planned query
62. 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
63. Cross-site publishing (XSP) and catalogs
Define content to share across
site collections
Author content in multiple site
collections, then aggregate using
Content By Search web part
You can use catalog-enabled sites for
scenarios such as a content repository,
knowledge base, or product catalog
66. Excel Services
Web-based interactive reporting and sharing
Power View is built-in
Powerful analytics with the built in PowerPivot
SQL Server 2012 required
A platform for building business applications
Key Features
Flash Fill
Flexible Charts & Pivot Tables
Auto-Chart Suggestions
Chart Previews
TimeLine
Dashboards
67. Excel Services Architecture
Excel Web
Access
Excel Web
Services
REST API
JSOM
Web Front
End
Application
Excel Proxy
User-Defined Functions
Excel Calculation Service
Server
Backend
XLSX/b/m
68. New features for Excel Services in SP2013
• Data exploration improvements with additional
commands
• Better integration with SQL Server Analyses Services data or PowerPivot models
• Field list and field well support added to excel
services for easier PivotChart and PivotTable control
• Calculated measures and members supported in web
rendering
• Enhanced timeline controls for rendering
• Application BI Servers support
• Business Intelligence Center update
• Touch and Device Support
69. Mobile devices support for BI – including excel
Delivering great touch-based data exploration and visualization capabilities in a
browser on iOS, Android and Microsoft platforms
Excel Services 2013
PerformancePoint 2013
Reporting Service 2012
70. Excel Services Topology (On-Premise)
SQL Server
Analysis Services
SharePoint Farm
Excel Services
You have different options for rendering:
• View workbooks using Excel Services on SP;
or
• View workbooks using Office Web Apps Server
(and potentially lose functionality)
Office Web Apps 6
Farm
71. Excel Services vs. Office Web Apps Server
SharePoint
2013
Web Part
Web Service API
Authenticated
JSOM/REST/APIs
Windows-Auth based
External Data
View
Office Web
Applications
Un-Authenticated
JSOM/REST
User Defined
Functions
Connection string
Unattended account
External data*
Embedding
Edit documents
New documents
Co-authoring
73. PerformancePoint Changes in SP2013
Architecture and general model has remained the same as in previous version
Key changes and new capabilities
Filter Enhancements and Filter Search
Cascading Filters*
PerformancePoint support on iPad
Support for Analysis Services Effective User
BI Center Update
Theming support
Dashboard Migration
74. SQL Server Analysis Services for
advanced analytics
SharePoint
Excel Services
SQL Server
Analysis Services
75. Excel Interactive View
Generates Excel table and chart views on-thefly from an HTML table hosted on a web page
Export to Excel Web App or Excel file for further analyses
Associated to any html table
Not only in SharePoint, available cross platform
77. Personal Sites
Share with everyone, or a smaller group
Follow people, sites,
hashtags, and documents
Filter to see the company feed and mentions
See the pulse of the
company with trending tags
78. I‟m Following
Gives information about all of the
things that user is following
number of people,
Documents*,
Sites*
Tags
Can easily identify all of the things
that powers a user‟s newsfeed
Allows the user to access all of those
things within a single click from the
newsfeed
80. About Me – What Other People See
Update your profile
Get to know someone by
the activities they perform
Join in on a conversation
81. Public Page, Personal Site, Social Features
SP2013 social features mostly rely on data on the person‟s personal site and in the
Windows Server AppFabric Cache
Two lists are now located for providing social features: the Microfeed list and the Social
List
The personal site document libraries experience has been re-designed
Profile Database is still used for following peoples and tags as it was in 2010
82. Personal site My Tasks
One view of all your tasks
Site feed for group conversations
Synchronized with Outlook
83. Onedrive
Provides a single place for users to create,
share, collaborate and follow important
documents
In 2013 Personal Sites have a single document
library that can be user for private document
as well as documents shared with others
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
84. Offline Libraries: OneDrive Pro
Provides quick and easy access to Document Libraries in the familiar Windows
Explorer experience
Works for any SharePoint 2013 Document Libraries.
Makes your documents accessible online, offline or in-between and your changes
are automatically synced
Syncs libraries across multiple devices
Fully integrated with Office Document Center: every file that gets uploaded
through Onedrive Pro is shredded
Replace SharePoint Workspaces
88. Community Members and My Membership
At any time people can go to the Members list to see all
members and rank them by various metrics
People can also see their status and what is needed to
move to the next level of reputation:
89. Search & Communities
Contextual Search in Community Site
Search results provide community and members information
Custom Display template
Search result contextualized within the Community site
Key Features
Find recent & featured content
Search within and across communities
People search
Deep integration with search results
90. Connected Platform
Secure information
IRM
Guest sharing
Manage Identities
SharePoint user profiles drive the single view of a person via the “Person card”
Integrates w/AD
Multiple platform connectivity
Windows Phone, iOS
91. Integration
Available APIs
Get/Post feeds
Get user profile properties
Follow people, sites, documents
Like, reply, mention, tag, link, add pictures
REST & CSOM Development Models
Authenticated Access
Available in the cloud (& more with on-premises)
92. Yammer (& SharePoint, et al)
Best-in-class enterprise social networking
stand-alone social service + in-app social experiences
Yammer Enterprise Social Networking Services
93. Enterprise Search
People Search
Deep Refinement
Document Previews
Query Rules & Result
Sets
• Search Verticals
• Architecture
• Analytics
•
•
•
•
•
94. The launching point into other experiences via navigation and
flashing in “intent” driven results
Gives users an “Internet search like” experience for finding info
and answers across the enterprise
UI
Employee facing
Integrated with enterprise portal or standalone
search
Search driven experience (versus browse)
Based on core results web part, refiners, search box
Query
User query driven
Security trimming
Relevance
General relevance algorithm
Task oriented experiences targeted to intent
Crawl and Content
Diverse set of content across enterprise, including
custom content sources
Admin
Service managed by “search service” admin
Site managed by “search site” admin
95. Find people by name, expertise, group, etc
Find the right person faster
– Query suggestions/type-down support combines browsing
and searching
– Find a broader range of experts based on documents
they‟ve authored in addition to profile info
– Fuzzy name search is now more accurate, works across
more languages, is not based in Speech Server anymore
– Social connections: see how you are connected to each
person in search results
– Search anywhere for people by name and expertise – in
Lync or site search
Same UI and Query features as Enterprise Search Hub
Relevance
Specialized people search ranking model that
incorporates fuzzy name matching and expertise
finding
Crawl and Content
Fixed set of content driven out of User Profiles
(which themselves could aggregate people data from
multiple locations)
Admin
Site managed by “search site” admin
98. Other Service
Applications
Access Services Web Service Application
App Management Service Application
Business Data Connectivity Service Application
Search Service Application
PowerPoint Conversion Service Application
Architectural model for
Service Applications in
SharePoint 2013
Introduction to model and changes
compared to previous versions
Secure Store Service Application
Machine Translation Service
Usage and Health Data Collection Service Application
User Profile Service Application
State Service
Visio Graphics Service Application
Introduction to individual
service applications in
SharePoint 2013
What has been changed?
What is new?
Security Token Service Application
Work Management Service
99. Same services architecture as introduced in 2010
• Services can be
individually consumed
from any Web Application
• Allows for a very rich (and
complex) farm structure if
required
• Provide flexibility to
utilize services based on
application needs
• Numerous platform
enhancements
100. Key Service Application Changes
New Service Applications:
• App Management Service
• Work Management Service
• Translation Services
(Re)Moved Service Applications:
• Office Web Apps Now a separate product
• Web Analytics Now part of Search service
101. Access Web Apps
Collaborative web applications on SharePoint & SQL
Server
Access App is a SharePoint hosted SP App (own site)
Database is a single SQL Server database
Access is an abstraction layer over SQL Server
Simplified designers
Lowers barriers to entry
Provide capability for creating data tracking
applications easily as business users
Developer-level experience not required
Most robust SP App designer for SharePoint 2013
104. Translation service application
Provides built-in machine translation capabilities on the SharePoint
platform
Cloud-based translation services
Based on Word Automation Service architecture
Supports sync, async, streaming
Can translate documents, pages and sites
Extensible
Full trust solutions and SP Apps supported
REST API or CSOM available
APIs for batch and immediate translations
105. PowerPoint Automation Services
New service application in SP2013
All about file conversions
Business scenarios
Requirements to convert large amount of old PPT format files
to PPTX
Convert presentations from PPTX format to some read only
format, like PDF, XPS or to images
There‟s no out of the box functionality to perform
conversion directly from UI
Accessed programmatically by providing file streams which
should be converted.
Customization example: Enable conversion from all document
libraries for PowerPoint presentations
Customizations using PowerPoint Conversion Service
Application have to be deployed as full trust solution or
executed in SharePoint server
Supported source presentation formats
Open XML File Format presentation format (.pptx)
PowerPoint 97–2003 presentation (.ppt)
Supported destination document
formats
.pptx (Open XML File Format presentation format)
.pdf
.xps (Open XML Paper Specification)
.jpg
.png (Portable Network Graphics Format)
106. User Profile Service
Stores information about users in a central
location
User profiles can be imported and
synchronized with identity management
systems like Active Directory
Offers following features
User profiles
Profile Synchronization
Audiences
My Site Host
My Site
Social tags and notes
Related service apps
Managed metadata service app
Search service application
Business Connectivity Services
107. Profile Synchronization
Performance
Large organizations should be able to perform a full sync of AD and SharePoint data over a weekend.
Reliability
IT pros should be able to monitor the performance and stability of profile sync and have access to the
information that they need to take corrective action when problems occur.
Compatibility
Common Directory Service configurations should be supported, including Forefront Identity Manager
and generic LDAP providers.
108. Visio Services…
Renders diagrams in the browser
High quality PNG(s) for full fidelity
No dependence on Silverlight
Native support for Visio file format
Diagram consumers do not need a Visio client
Available across devices using desktop browsers and mobile
browsers
Accessible only via SharePoint
On premises & in cloud using Office 365
109. Visio Services…
Refreshes data from
Multiple external data sources
Configured using the
Data Linking Wizard in the client
All shapes visually refresh – not just Data Graphics
Data driven shape behavior
Integrated into SharePoint solutions
Extensible using the JavaScript API and Web Part Connections
110. SP2013 for Word Automation
New ”Immediate” based request (no waiting)
New option to execute conversion immediately, not necessarily from timer job
Operate on one file at the time per request
Configuration options from CA for simultaneous request amount
Notify or update items in SharePoint after completion
Word Automation Services can perform file conversions and can update files (ex. update table of
contents or fields)
Allow WAS to support streams
Convert streams from API perspective
as inputs and outputs for file operations
Streams are stored in memory within
Application Server Manager and
Worker – not in content database
112. Summary:
Other Service
Applications
Access Services Web Service Application
App Management Service Application
Business Data Connectivity Service Application
Search Service Application
PowerPoint Conversion Service Application
Secure Store Service Application
Machine Translation Service
Usage and Health Data Collection Service Application
User Profile Service Application
State Service
Visio Graphics Service Application
Security Token Service Application
Work Management Service
114. Customization packaging & deployment options
Farm
• Full trust solutions
• Customizations to file
system of servers
• Hosted in same
process as SharePoint
• Server side SharePoint
API access
• Classic model from
2007
Sandbox
SP Apps
• Declarative elements
• Partially trusted code
service still included
for limited server side
support
•Deprecated in SP2013
Hosted in isolated
process
• Limited server side
SharePoint API access
• New Apps model
• Deployed from
corporate catalog or
SharePoint store
• Manage permission and
licenses specifically
• Simple install and
upgrade process
• Preferred option
115. App Model Benefits
No custom code on the SharePoint server
Easier to upgrade to future versions of SharePoint
Works in hosted environments w/o limitations
Reduces the ramp-up time for those building
apps
Don‟t need to know/be as familiar with SharePoint “-isms”
Leverage hosting platform features in new
apps
Enables taking SharePoint apps to different
levels – further than what can be done with
farm / sandbox solutions
Isolation – private vs. public clouds
116. SharePoint Solutions & Apps
Full-Trust
Solutions
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
Sandboxed
Solutions
Apps
117. SP App Hosting Options
Oauth +
REST or client object
models
SharePoint
Existing sites and
services
App web (optional)
Oauth +
REST or client object
models
Existing sites and
services
App web (optional)
Existing sites and
services
App web
The app and all resources are hosted
by the provider in any environment
suitable for the app.
The app is hosted in the cloud.
Windows Azure and SQL Server Azure
components are provisioned
automatically when an app is installed.
(Available for SharePoint Online only)
The app and all resources are hosted in
your organization‟s SharePoint farm.
Relies on client side technologies. Your
IT organization supports the app.
121. Service Applications with their own
DBs:
•
•
•
•
•
•
•
•
•
•
•
App Management Service
Business Data Connectivity
Managed Metadata Service
Search
Secure Store Service
Machine Translation Service
State Service
Usage and Health Data Collection
User Profile
Word Automation Service
Access Services App databases
122. Remote farms don‟t need perms to parent
farm DBs*
Any farm can publish SAs
One web application can use both local
and remote SAs
Enables centralized “enterprise” SAs
Support only in specific service applications
•
•
•
•
•
•
Business Data Connectivity
Managed Metadata Service
Search
Secure Store Service
Machine Translation Services
User Profile
123. Cross farm services cross major versions
SharePoint 2010 farms can
consume some services from
SharePoint 2013 farms
(Other way around is not supported)
Useful for upgrade process
Supported services are
Search
User Profile
Secure Store
Managed Metadata
BCS
124. Service Applications and WAN
environments
Service
application
Search
Managed Metadata
Machine Translation
Service
Business Data
Connectivity
User Profile
Secure Store Service
Allowed for WAN
environments?
Hybrid with Office365
127. SQL Improvements
We‟ve reduced scenarios that might invoke full table scans
There have been lots of improvements around finding docs for link fix-up and alert handling
Reduced data redundancy for some features
Using advanced indexing features provided by SQL 2008 R2
Changes in architecture to support wide lists, i.e. lists where a single item spans
multiple rows in the database to hold the data
128. Cache Service
New Distributed Cache
service in SharePoint 2013
Based on Windows Server
AppFabric Distributed Caching.
It is all provisioned by SharePoint setup
Installed on each server in the SharePoint farm.
Used in features like authentication token caching and My
Site social feeds
129. Request Management (RM)
Route to WFEs with better health, keeping low-health WFEs alive
Identify harmful requests and deny them immediately
Prioritize requests by throttling lower-priority ones (bots) to serve
higher-priority ones (end-users)
Send all requests of specific type, like search for example, to specific
machines
Isolates traffic to help troubleshoot errors on one machine
Route heavy requests to more powerful WFEs
130. Office Web Apps Architecture
Separate server product, not a service application
WAC farm can support multiple SharePoint farms
View files from multiple data sources, including SharePoint,
Exchange, Lync, File servers
3rd parties can integrate with WAC to provide access to
documents in their data stores, e.g. EMC Documentum, IBM
FileNet, OpenText, etc.
WAC version does not need to be in sync with SharePoint
Connect SharePoint farm to WAC farm using PowerShell
NewSPWOPIBinding
131. Office Web App URLs in SP 2013
URLs have been cleaned to be human friendly and
understandable
132. Social Change Highlights
User Profile Replication Engine (UPRE)
Exact delivery mechanism remains TBD
Profile Sync Improvements
My Site Data Store Changes
133. Other Considerations
Stretched farms are no longer supported in SharePoint 2013
“Stretched” means different data centers with less than 1ms latency
All servers in the farm must be in the same data center now
For 100% fidelity in 100% of features, all content must reside the same
farm
Certain social features will have a very slightly degraded experience unless content databases, personal sites and community
sites are all together
Still allows for geo-grouped farms with full fidelity
Specific feature differences beyond scope of this discussion
New: Azure Workflow Server - not exactly a service app, but provides
externalized host to run workflows.
Application Discovery and Load Balancer Service Application
138. Top 10 Features To Help Motivate Users
•
•
•
•
•
•
•
•
•
•
#1-Enhanced Collaboration
#2-Social Engagement
#3-Find Experts and the right Content
#4-Doc and Records Management, eDiscovery and Compliance
#5-Portals - Intranet, Extranet and Internet
#6-Next Gen Devices
#7-Business Intelligence, Dashboards and Reporting
#8-Organize Projects
#9-Improve Service Delivery with Citizen Apps
#10-Better Governance
139. Streamline common tasks
Simplified Sharing:
Drag and drop content
directly into your
document libraries and
by hovering over a
document
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
Onedrive Pro.
140. Integrate Social Across Departments
Connect your
workforce and share
knowledge with
social capabilities in
SharePoint and
Yammer
Follow colleagues,
teams, documents, and
sites to stay on top of
the latest government
happenings and
improve collaboration
across departments
and agencies.
New Community Sites
help you engage in
crowdsourcing and
harness social networks
and insights to drive
knowledge sharing.
Enhanced
Collaboration
Benefits
Follow people,
documents and sites
#EmergencyPlan.
Improve cross-agency
knowledge sharing and
collaborative processes
#hashtags
Crowdsource for best
ideas
Emergency Planning site
Share ideas and get
answers in real time
on your Newsfeed
Who typically works on #EmergencyPlan updates?
EmergencyPlan
GrantManagement
EmployeePensions
TGIF
Feedback
those type of updates.
Pervasive presence
integration
♡ Like
@Mention people
Reduce time to get
new hires up to speed;
promote team building
141. Deliver Better Portal Experience through
Search
Simplify how citizens
retrieve public service
information and get
answers to questions
Interact with
live previews
of documents
SharePoint Search and
FAST Search are brought
together into a next
generation search
engine.
Search is far more tuned
to what citizens are
doing, and what others
have found successful.
New Hover Card enables
users to quickly inspect
and find what they are
looking for.
Visual
refiners
View videoDive into the part of
thumbnails
the your
without leavingdocument that
search page matters most
Create YouTube-like
video experiences
through Search
New Hover Card
changes based on
content type
Benefits
Improve public
awareness of citizen
and business services;
better address
constituent needs
Government
Portals
142. Simplify eDiscovery for Compliance Officers
Risk and
Compliance
Find it in one place
with unified
eDiscovery
Reduce time spent and
costs associated with
discovery
With advanced search
technology (from the
FAST acquisition) the
new Office unifies the
eDiscovery process by
letting you retrieve
content stored across
Exchange, SharePoint,
Lync and even file
shares.
Compliance officers can
search and view
content by project,
legal matter, or
business context.
Benefits
Use proximity searches to
understand context
Eliminate third-party
security and
compliance software
Fine tune complex
queries
Get instant
statistics
Query results across
Exchange and SharePoint
Laser focused refiners to
help find the data you need
143. Create dynamic site(s)
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
144. Work More Securely From Your Own Device
Support BYOD and
use Office Mobile
across devices and
platforms
Benefits
Securely manage mobile devices with policies that let you enforce
PIN lock and remove confidential data from lost phones
Improve productivity
and satisfaction of
employees who travel
and work on projects
and missions across
geographic locations
Workers on mobile
devices stay productive
with Office Web Apps
and connected with
presence and instant
messaging. One-click
into Lync meetings and
view shared content.
With Office 365,
Exchange and Office
enable Rights
Management
capabilities by default,
including IRM in Office,
OWA and Exchange
ActiveSync.
Next Generation
Devices and Apps
Reduce the risk and
costs associated with
unwanted disclosure,
such as classified
documents and citizen
information
Windows Phone
iPhone
Office Mobile apps available on Windows
Phone 7.5 and Windows Phone 8
iPad
OneNote and Lync apps available on iOS
and Android phones
Android
Reduce device
hardware and support
costs (BYOD)
145. Create Budget Reports Faster, Help Officials
Discover Insights
Take budget data,
citizen behaviors,
and economic
trends into Excel to
discover insights
Use Excel
recommendations for
the most suitable
charts and pivot tables
based on patterns in
your data.
Quickly preview your
chart and graph
options, and then pick
the option that works
best.
Apply Timeline Slicer, a
visual time filter, to see
data quickly over
different periods.
Benefits
Budget Report
Timeline Slicer: See your data
over different time periods,
e.g., Month, Quarter, Year
Save time creating
budgets, reports and
analyzing data
Gain efficiencies and
empower workers
through self-service BI
Budget Allocation
Enable your leadership
to make better, more
informed decisions
Count
Recommended Charts: Excel
recommends the most
suitable charts based on
patterns in your data.
Discover different ways
to visually represent
Flash Fill automatically
data
recognizes pattern from
list and proposes fill
Business
Intelligence
147. Develop Apps Using New Cloud App Model
Next Generation
Devices and Apps
Line-of-Business
Applications
Extend the way you
create and consume
information from
within Office and
SharePoint
Work across Office apps and
Office Web Apps
Lower IT costs and time
spent on deployment
and delivery
Reduce training costs
by leveraging familiar
Office UI
Develop apps for Office
and SharePoint with
HTML/CSS, JavaScript
or PHP.
Increase insight into
web content and LOB
data to improve
decision making and
unlock the ROI in
existing investments
Hosted in the cloud
with minimum device
footprint.
Apps can be accessed
from any device with a
web browser.
Distribute and manage
with IT app catalog (or
public Office Store).
Benefits
The Bing Maps app in Excel maps the
addresses highlighted
151. Inform your user community
• Information on what will happen during transition…
• Communication on when and where it will reside
‘infrastructure’
• What will be converted and when will it occur…
• Provided directions for using self-service…
• Notifications and reminders are KEY …
• Self-service is essential but training is a must…
• Notification and ease and do it iteratively …
• What IT support, training, and help will be available…
152. Understand The Differences
1.No Design View in SharePoint Designer 2013
2.No Breadcrumb (By Default)
3.Create Sub Site Has Moved
4.No Sign In As a Different User
5.App Naming & Organization (For Those Who Are Used To Previous Methods
For Creating New Lists/Libraries The App Naming Can Be Confusing)
6.Share Instead Of Manage Permissions (Better Than Previous Model, But
Requires Explanation)
7. BrandingUX
153. What did we learn?
• Communication with stakeholders is key
• Show the benefits, get their buy-in.
• Explain the process
• Get user Adoption
• Train the trainer
• Detailed Inventory of what Users want
• 3rd party
• Deprecated features
• Prepare to do some design work
• UAT is key
156. Challenges: Data Complexity
What we give to search engines
What most search engines see
1234
away
come
contrastive
customize
for
fs14
how
optimizing
our
relevance (3)
should
simple
some
ss14
techniques
view (2)
what
when
with
you
Author:
Title:
victor poznanski
conf relevancy
sharepoint
Date:
9.4.9
Type:
ppt
Authority: 6
Anchor: SPC presentation
…
157. Challenges: Intent
SharePoint
Conference
Where is my talk for
the SharePoint
conference?
Are SharePoint
Conferences always
held at the same place?
There is rarely a single right answer
Different people have different intents
Query Rules help you handle intents
I wonder if there are
any presentations from
previous conferences
159. Configuration in the Conceptual Relevance Flow
Query:
BT network
quarterly
report
Search
Web Part
(WORDS BT, British Telecom) AND
(WORDS network, networks, networked)
AND (WORDS quarterly, quarterlies) AND
(WORDS report, reports, reported)
Query Processing
Thesaurus: BT British Telecom
Best bets: BT Network …/BTN.htm
Dynamic Reordering Rules:
Quarterly Report
{prefer docs from
http://reports}
Query Rule:
{Terms} Quarterly Report
Mixed Results for:
• BT Network best bet
• BT network quarterly report
• BT network
ContentType=reports
Engine
Document
Collection
For all queries:
Authorities:
Level 1: http://networks
Ranking model: {incorporate user
ratings}
160.
161. The Quality Improvement Cycle
Identify the problem
queries
Diagnose the
problems
Deploy
Try to fix
162. Fixing the Problem: Core Tools
Authorities
Result
Source
• Identify important data hubs
• Scope or federate your searches
163. Fixing the Problem: New Tools
Simplicity
Control
Query Rules: Reformulate the query
Dynamic Reranking Rules: Reorder the
Results
Tuning Tool: Incrementally improve
existing ranking model
Custom Ranking Model: Build relevance
from ground zero
177. Query Rules: rewriting the query
E.g. for monthly report customer support,
• …results that might be monthly reports
• …from particular sites
• …with particular authors
• …and the most recent date
prefer:
178. Query Rules: conditional federation
GlaxoSmithKline
bring results from the CRM vertical for this
customer
Benefits
bring results from the HR vertical
180. Query Rules: conditions and actions
PHRASE-BASED MATCHES
•
Exact match, beginning or end
•
Ad-hoc or term store dictionary
CURATED (BEST BET)
•
Show a promoted result
HISTORICAL (LOG-BASED) MATCHES
•
Is this query more likely aimed at the
following source…?
REFORMULATE THE USER QUERY
•
Show a block of results
•
Replace the core results with
a different query
181. Reformulating a User Query I
monthly report customer support
customer support
site:http://reports/regular
contenttype=“MonthlyReport”
182. Query Rules are Associated with Sources
Results from that source +
Best Bets +
Result Blocks
User aims a query
at a source
185. Simple Search Verticals
Search Box
Sort Menu
Nav Entry (all are verticals)
Query Rules
Refiners
Results web part
Result source for this site
Item Templates
190. Dynamic Reordering Rules
Dynamic Rules let you reorder results according to a set of
criteria
They are configured as part of a query
Result actions let you promote or demote results that match
194. Using the Query Builder: Sorting
This will ensure the freshest reports will
come back, but there is no ranking
If the primary sort key is not “rank”, you
cannot add dynamic ordering rules
203. Assigning permissions
• Permissions can be set per site, per app (list/library) and per
content (folder, file or list item) within a list or library
• Permissions can be inherited from the parent. This is the
default option when creating new sites, lists/libraries,
folders and items within lists or libraries
• As a rule of thumb, permissions should start as open as
possible and become more restrictive as you go deeper into
the hierarchy within a site collection. E.g. the top-level site
in a site collection may be open to everyone. A sub-site may
have access restricted to a specific team, a library within
that site may be further restricted to managers within the
specific team
204. Choices to manage permissions
Per
SharePoint
Group
Per
User
Method
•
•
Add users individually
to the resource
Set permissions per
user
•
•
Per
Directory Group
Add users to a
SharePoint group
Set permissions per
SharePoint group
•
•
Add users to a Directory
group (AD DS)
Set permissions per
Directory group
Pros
•
Struggling to think of
any these days…
•
Delegated admin and
can view membership
•
Lowest overhead
across site collections
Cons
•
Largest overhead to
maintain
•
May have to duplicate
across site collections
•
Requires centralized
management
Best
use:
•
Quick demos and very
small deployments
•
Want to delegate
control to site owners
•
Granular
configurations and
large deployments
205. Microsoft recommendations – Part 1
• The old way
• Add users to Active Directory groups. Add Active Directory
groups to SharePoint groups. Assign access permissions to
SharePoint groups
Site Collection 1
Added
to
AD
group
The standard Microsoft approach for
all solutions: add users to a security
group, add the security group to a
resource group, assign permission
for a resource to the resource group
Added
to
SP
group
Permissions
granted
Site
Site Collection 2
Added
to
SP
group
Permissions
granted
Site
206. Microsoft recommendations – Part 2
• Since June 2010
• Add users to Active Directory Domain Services groups (AD
DS). Assign permissions to AD DS groups. Do not use
SharePoint groups
Site Collection 1
Added
to
AD DS
group
New approach recommended
because changes to
membership of SharePoint
groups triggers indexing and
can affect performance
Permissions
granted
Site
Site Collection 2
Permissions
granted
Site
207. Realistic approach – Part 1
• Use AD DS Groups where possible
• Best performance / can nest and re-use for other services
• When a user needs to be added to a group, you only need to
add them once to the appropriate Directory groups . The
same directory group can be added to sites across multiple
site collections
• Best uses:
• Groups that will contain the same users and will be re-used
across multiple site collections – saves time/effort
• When a large number of groups will need to be managed
with frequent changes to memberships - easier to manage
centrally as well as offering best performance
• When information security requirements demand a strict
change management procedure for controlling access
permissions
208. Realistic approach – Part 2
• Use SharePoint Groups for ease of use in some scenarios
• Site owners can manage the site permissions by adding
people to groups within just their site
• Membership can be displayed on site pages using the „Site
Users‟ web part, everyone can see exactly who has access to
the site
• Best uses:
• Team site collections, where site management is most likely
to be delegated to site owners within the department/team,
with governance procedures in place to guide controlling
access
• Specialist sites, where group membership is likely to be
unique and there is a need for non-IT roles to view/manage
membership
• Small deployments where SharePoint day-to-day
administration is delegated as much as possible due to
limited IT resources
209. What‟s changed in SharePoint 2013?
The following content applies to SharePoint 2013/SharePoint Online
210. „Sharing‟ instead of „Securing‟
• New terminology is used for changing permissions
and controlling who can access sites and content.
Throughout the user interface (UI), the word
„Share‟ is used.
Clicking this link will
allow people to
„share‟ the site with
others
• In some places, it can look a little confusing…
211. Sharing is everywhere
It‟s easier than ever to share
folders and documents, just
like those pesky file
sync/share tools like DropBox*
* We love DropBox really
212. Sharing can get messy
With folders and documents, clicking
„Share‟ behaves differently to sharing
sites. Users cannot be added to groups.
Instead, they are given item-level
permissions
This prevents them being given access
to more than they should but could have
a significant performance impact on
large lists and libraries
Lists also behave differently – you can‟t
share items direct at all. Instead you
have a „Shared with‟ link that takes you
the permissions page for the item (the
old method for managing access)
213. Beware sharing more than you want
When you click the „Share‟ button to
share a site, you may assume you are
just sharing that specific site…
You would be assuming wrong!
When you click Share for a site, the
default is to add the users to the first
group in the site with permission to
Edit content… If the site is inheriting
permissions from a parent site, that
group may have permission to edit a
lot more than you realise…
214. Beware who you share with
If sharing with external users has
been enabled for the site collection,
then anybody with Full Control
permission for a site can share it with
external users, i.e. anybody outside
the organization
In this image, I‟m inviting the one
and only Bill Gates to check out my
site
Note: only users with Full Control can
do this, and only in site collections
where external sharing has been
enabled. It is off by default. But the
external user can be granted
equivalent access – right up to Full
Control of the site!
215. Sharing is not always sharing
A standard dialogue box is used
when adding users to any
SharePoint group, regardless of
activity
e.g. if you decide to click the
„Share‟ button and add a user to a
site, you need to select what group
to add them too. You are sharing
access
But if you have gone into Site
Settings to set up a new group you
might not have assigned any
permissions yet. You are not
sharing access, just sorting out
group membership
216. Sharing challenges recommendations
• When changing permissions by sharing content with
people, you can only add them to SharePoint groups
available to the current site. Domain groups will not
be listed
• i.e. Sharing will not follow Microsoft‟s
recommendation for using Domain groups rather than
SharePoint groups for permissions
• For practical reasons, most deployments will benefit
from a mixed approach. Use domain groups when
possible, use SharePoint groups when necessary or
when practicality trumps performance
217. What hasn‟t changed that should
Within Site Settings, when you click on People & Groups,
the next screen doesn‟t show you a list of people and
groups, it shows you the membership of the first group in
the list
To see the full list of groups, click the
More… link in the navigation bar on
the left of the page (circled in red)
It‟s a minor annoyance that you‟ll
spot as soon as you click the New
button from this page to create a new
group
219. Guidelines for managing access
• Only enable external access on those site collections you
intend to share content with people outside your
organization
• Only grant Full Control site permissions to non-IT roles
who have been given training in how to manage their
sites. And budget for refresher training and periodic audits
to review
• Keep permissions as simple as possible. You do not need
groups to identify business roles, only to manage different
permissions. Share at the highest level possible by
default. Avoid creating custom roles or granular („fine
grained‟) permissions per library, per folder or per item
except for specific and rare uses
220. Optimize the design
• If only certain functions need to share content with users outside
the organization, use site collections to separate and control what
content can be accessed by external users
• Scenarios that require granular permissions management should be
given dedicated site collections. They may even warrant dedicated
web applications to fully isolate server resources (on-premise
option only)
• Scenarios that require granular permissions management (often
involving forms and workflows) should use Active Directory Domain
Services groups if possible for performance gains
• Collaborative team sites that are most likely to share documents
individually should be kept small in size, particularly the libraries
221. Pre-configure/Automate what you can
• Have a central resource mailbox for access requests. Configure all
attempts to access sites to prompt users to request access, and
forward the request to the central mailbox for review by IT
• For sites that are intended to be „shared‟ internally or externally
with control delegated to site owners, set-up default SharePoint
groups to make permissions granted as clear as possible
• For sites that are intended to be shared, break inheritance for all
top-level sites to avoid accidentally sharing more than intended.
i.e. each top-level site should have its own unique set of
permissions
222. …and document the manual steps
• Provide clear guidelines on how access to sites is being managed and
when more granular permissions are acceptable or not (e.g. unique
permissions per sub-site, library or item)
• Use a consistent naming method for SharePoint groups so that people
become familiar with differences in access permissions
• Beware the default new „Edit‟ permission. When sharing sites and
content, site owners should always click „Show options‟ and ensure
the correct group is selected
223. Example: Team Site Collection
Finance
X
X
X
Teams
Legal
IT
X
= site
= broken inheritance
Directory group „Everyone
excluding external users‟ added to
Visitors group by default
Site Owners trained to use only
Contributors or Visitors group when
sharing the site outside the team
SharePoint Group
Permission
Purpose
<Site> Owners
Full Control
Delegated site management
<Site> Team Members
Edit
Team participation in the site
<Site> Contributors
Contribute
Use for shared contributions
<Site> Visitors
Read
Use for shared viewing
224. Bonus tip: Show group membership
• When delegating control and using SharePoint groups to
manage access permissions, to encourage self-auditing
• Create a page for the site called „Site Permissions‟ and
display each group membership using the „Site Users‟ web
part.
• It‟s an extra step when setting up each top-level team site but
can lower ongoing maintenance overheads by making access
transparent
225. Reference: What do the different permissions
allow people to do?
This bit is specific to SharePoint 2013 but the basics apply to all
226. Default Groups Part 1
• The following are the default groups created
automatically for team sites in SharePoint 2013
Group name Permission
Level
Comments
Owners
Full Control
Use (sparingly) when delegating
management of sites
Members
Edit
Use for participants who will be
adding and updating content
Visitors
Read
Use for people who will be
reading but must not change
content
Viewers
View Only
Use to allow people to view but
not download content
227. Default Groups Part 2
• The following are additional groups created for
other site templates, specifically the Enterprise
Publishing templates
Group
name
Permission Level
Comments
Restricted
Readers
Restricted Read + Limited Access
Can‟t see version history
or permissions
Style
Resource
Readers
Read to Master Page gallery and
Restricted Read to Style library
Don‟t remove from root
site in site collection
Approvers
Approve + Limited Access
Can approve content
before it is published
Designers
Design + Limited Access
Can change visual layout
Hierarchy
Managers
Manage Hierarchy + Limited
Access
Can change the
structure
228. Default Permissions Part 1
Permission
Access granted
Notes/Comments
View Only
Can view pages and lists/libraries (browseronly). Cannot download (or view in client
applications)
Default for „Viewers‟
group in 2013.
Limited
Access
Enables access to specific content without
having full access to site. Built-in, cannot be
edited. This is used when sharing individual
documents
Do not remove!
Read
Can view pages, lists/libraries and items, can
download and view in client applications
Default for „Visitors‟
group. No change from
previous versions
Restricted
Read
Same as Read but cannot see permissions or
version history
No change from previous
versions.
229. Default Permissions Part 2
Permission
Access granted
Notes/Comments
Contribute
Can add or change items on pages and in
lists/libraries
Used to be the default for
„Members‟ pre-2013. Can no
longer delete items
Edit
Can add, edit and delete lists and libraries.
Can add, edit and delete items within
lists/libraries
New permission for 2013
and now the default for
„Members‟
Design
Can view, add, modify, customize, approve
and delete the layout of site pages using the
browser or SharePoint Designer 2013
Altered in 2013 as some
perms have been moved to
„Edit‟.
Full Control
Full permissions including site creation and
deletion and full access to all site settings
No change to previous
versions
230. Default Permissions Part 3
Comments:
• The new „Edit‟ permission makes sense because many
organizations have wanted a permission that does not include
„delete‟. That is now the role of the „Contribute‟ permission
• However, when the ability to delete is required, „Edit‟ now
grants more permissions than the old „Contribute‟ such as
adding and deleting lists/libraries too (previously required
„Design‟)
• That said, the Recycle Bin remains your friend and accidental
deletions can be easily recovered. (Up to 90 days on Office
365, period to be defined for on-premise installations, default
is 30)
• Yes I missed off a couple of permissions: Approve and Manage
Hierarchy. They‟re pretty self-explanatory and haven‟t
changed
231. References & Further Reading
• Overview of site permissions in SharePoint 2013
http://technet.microsoft.com/en-us/library/jj219771.aspx
• Define permission levels and groups in SharePoint 2013
http://technet.microsoft.com/en-us/library/cc262690.aspx
• Permission levels and permissions in SharePoint 2010 (Windows SharePoint
Services 3.0)
http://office.microsoft.com/en-gb/windows-sharepoint-serviceshelp/permission-levels-and-permissions-HA010100149.aspx
• Clarifying guidance on SharePoint Security Groups versus Active Directory
Domain Services Groups
http://blogs.msdn.com/b/kaevans/archive/2013/05/06/clarifyingguidance-on-sharepoint-security-groups-versus-active-directory-domainservices-groups.aspx
• Software boundaries and limits for SharePoint 2013
http://technet.microsoft.com/en-us/library/cc262787.aspx#ListLibrary
232. There is even more
In case you‟re still not sure of the potential risk
233. Scenario: Following the defaults
• All team sites are inheriting permissions from the
root „Teams‟ site in the site collection. It‟s an open
collaborative organization…
Teams
Teams Site Permissions
Group
Permission
Owners
Full Control
Members
Edit
Visitors
Read
Finance
Legal
IT
234. Scenario: IT shares their site
• Somebody in IT decides that their supplier should have access to
the IT team site…
Teams
IT
• If they just follow the defaults, they will add the external user to the
„Teams Members‟ group and give them Edit permission to all the sites in the
site collection, i.e. Finance and Legal sites as well
• Yes there are warnings written in the dialogue box. From experience,
people don‟t read the small print…
235. Scenario: Sharing lots of documents
• If people are complaining about performance problems with their
site, and specifically navigating a library within the site, check its
size and whether or not documents are being shared (internally or
externally)
• Microsoft recommends to not exceed more than 5,000 unique
security scopes per list or library. The absolute maximum is 50K
• Avoid „sharing‟ documents in large libraries. Keep them small to
avoid performance issues. Large libraries such as records archives
should have standard, centrally managed, permissions
238. What type of user do you want to be
You have technical expertise
Your organization understands
business needs
Does not want to code
AKA Citizen developer, BUIT
247. Call to Action
• Watch videos at: SharePoint-Videos.com
• Check out: No-code solutions using
SharePoint 2013 Composites
• Read the Gartner article: Gartner Says
Citizen Developers 25 % of New Business
Applications by 2014
249. • Newsfeed: shows you updates on social
activities for items and people you are
following:
•
•
•
•
•
•
•
•
People posts
People profile changes
Changes on followed documents
Items tagged with followed tags
Mentions & Likes
Activities: all my activities
Site Feed activities
Company Feeds
• I‟m Following
• Trending Tags
253. Evolution of the SharePoint 2010 Forums
Builds on the concepts of discussions, likes, ratings,
badges and reputations
Communities can be created by using a new Site
Definition
Template available for site collections and sites
Uses Wiki Pages infrastructure
Each community site is self contained:
all community information is stored on local lists in the community
254. Content is organized by Categories, with a rich UI set of
image and data
Presentation pages are «wiki pages»
Rich content experience
Easier to customize, don‟t need to be SharePoint master for creating content
Users can use rating and liking for content
Can vote 1 to 5 stars, or Likes
Likes and rating are available on each site in SharePoint 2013
Community Site specific features
Reputation
Moderation
Best replies & Featured discussions
Discussion Alerts …
256. Every post can be edited and deleted by the
original owner as well as community owners
Every member of the community can report a
post to the moderator (if the setting is enabled)
Marking a post as “featured”: once marked, a
specific post will render at top of its category
Community administrators or moderators can set featured posts
257. Best Reply: bubbles up in a specific
reply and shows it up as the first reply
in the discussion thread
•
•
Community Administrators and Moderators can set “best
reply” on any replied to post
Regular members can mark a reply as the “best reply” if
they created the original discussion post
258. • Owners can enable ratings on
Community
Ratings can be a star or like system:
Both are completely decoupled from Social DB
and live only in the Content DB
• Owner can switch between the two systems and
rating values get preserved in the switch
• Mouse hovering on the rating provides quick
information at a glance:
• Who rated
• The value of the rate
• Visual representation for your likes
•
•
259. People reputation is impacted by activities like creating posts, adding replies, etc.
Reputation is per community – reputation in one does not affect it in another
community
Reputation model cannot be directly extended
Community owners control points for each activity
260. There are two type of badges in communities:
Achieved badges
Gained by people from collecting points for performing specific activities
Gifted badges
Assigned by community owners
261. Administrators also configure the point thresholds required to achieve
reputation rankings
Once a member reaches a specific level he/she receives a «badge» that
shows achievement goals reached
Achieved badges can be displayed as a ranking level or text
262. It‟s a way for Community Owners to “push” recognition to a member
Not achieved by members
Assigned by Community owners
List of Gifted Badges can be managed to add or remove badges
Gifted Badges are shown in the people status with a specific Icon to
highlight the badge
263. The Members list displays all members, their rank
and various metrics
People can also see their status and what is needed
to move to the next level of reputation:
264. • Allows any members to report
any post (reply or discussion) to
the Moderator
• Reports with comments are stored in an
hidden list
• Members are notified real time
of their reported activity
• Moderators can then decide to
delete, edit or remove the
Report
265. Displays a directory of Communities within the organization
Starting point for Communities, where and what they are and
join
Site collection that gets provisioned by CA
Administrator defines the Community Portal entry point
Uses Search to populate the list of the existing communities
There‟s a lag between the time a new Community gets created and when it shows up in the Portal
Provides ability to search for Communities within the Portal
It is security trimmed: displays Communities based on
permissions (access)
269. Available in Central
Administration in the User
Profile Service Application
Administrators govern profile
information that users can or
cannot manage
Users can always override Admin settings regarding
activities and following people privacy settings.
Simplified compared to
SharePoint 2010 Policy settings:
Privacy setting is now “Only me” or “Everyone”
270. Admins can also enable a “default“ privacy setting to make people
following information and activities public.
Blocks administrators in CA from controlling privacy settings of
newsfeed activities
Message informs administrators that policy control is override
If unchecked there are no system activities in Microfeed.
273. • Latest activities from across
SharePoint cached in-memory,
so users can always see the
latest activities when they go to
their consolidated feed in real
time.
•
That applies to both user activities like
microblogging posts and system activities like doc
modifications
• What is not retrieved from the
cache
•
•
“User‟s Activities” in the Person.aspx page
Everything.. If the cache is empty
274. A mechanism for scoping conversations only to a specific set of people
By default Microfeed posts are public and accessible by everyone
Relies on a different Site for scoping the conversation
People share a site where they want to start private conversation
Group conversations don‟t get posted in personal site Microfeed list
The post lives only in the local site and Distributed Cache
If members of the conversation follow the site, group conversations
also appear in their consolidated feeds web part
The person who initiates the conversation follows the site automatically, other people must manually follow the site
the text changes to show up the title (link) of the site where the conversation happens
275. Team Sites have the site feed feature enabled during
provisioning
Provides a Site Feed page in the site that shows microblogging posts related to that site
It also provisions a Microfeed list within the site and the Newsfeed web part
Can also be activated on other sites
276. • 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
277. • 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 lookup from different places
•
•
“Followed People” list
AuthN providers based on the Authentication type
• User who gets mentioned receives a
notification email always
•
•
•
In Site Conversation user gets a warning mentioning
someone will send an email, regardless if he/she has
access to the site
In Communities user gets the email and the notification
in Newsfeed web part, regardless if he/she has access to
the site
Newsfeed page also provides a visual notification of
number of mentions
278. It is a Personal Site feeds view of all users generated activities.
Introduces a new level of discoverability of new people and topics to the feed system,
Helps on ramping new users to the feed system and its usage patterns in their company
It is a great way to start following people you think are interesting
User generated activities are displayed for everyone in the company
Showing even activities of not followed people
Only user generated activities are showed, not system generated activities (e.g. user x is following site y)
Group conversations doesn‟t show up in the Everyone view
279. Having a single UPA vs. multiple UPAs is best practices
from the Social features standpoint
With multiple UPAs Microfeeds and people following will still work but people will experience delays
in notifications
Community sites need to live in the same farm where My
Site Host and Personal Sites are provisioned
They can live in different web applications
If in different farms, community notifications in the
Newsfeed will not happen
284. • Follow Tags Entry points
Newsfeed
Profile
TagProfile
Trending #tags web part
•
•
•
•
•
through TagProfile page
285. • Gives information about all of
the things that user is following
•
•
•
•
number of people,
Documents*,
Sites*
Tags
• Can easily identify all of the
things that powers a user‟s
newsfeed
• Allows the user to access all of
those things within a single
click from the newsfeed
287. • Provides a single place for users to
create, share, collaborate and follow
important documents
• In 2013 Personal Sites have a single
document library that can be user for
private document as well as
documents shared with others
• 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
288. Provides quick and easy access to
Document Libraries in the familiar
Windows Explorer experience
Works for any SharePoint 2013 Document Libraries.
Makes your documents accessible
online, offline or in-between and your
changes are automatically synced
Syncs libraries across multiple devices
Fully integrated with Office Document
Center: every file that gets uploaded
through Onedrive Pro is shredded
Replace SharePoint Workspaces
300. Permission Level
• Determines how much access a user has
• Most Commonly Used Permission Levels:
1. Contribute
o Target Audience = Team Members, Supervisors
o Create, Read, Update, Delete content
2. Read
o Target Audience = Visitors, Clients, Extended Team Members
o Read content
3. Full Control
o Target Audience = Site Administrators, Site Managers
o Create, Read, Update, Delete content
o “The Kitchen Sink”
304. Do You Have a Permission Strategy?
Photo Credit – Matthew Keagle & Creative Commons
305. - What is purpose of the site?
- Gathering Info vs. Dissemination
- Extranet vs. Intranet
- Are there different member roles?
- Any group specific classified info?
- Who’s the Site Manager?
- Who’s the target audience?
- Is there any restricted content?
- Access for anyone outside org?
- What is documentation process?
- How will you address training?
- How will permissions be governed?
306. What Governance Can Do
• Consensus on processes and set expectations
• Increased team awareness
• Better understanding of SharePoint intricacies
• More effectively managed platform
• Compliance with rules and regulations
307. “A governance strategy is never static – it is
a living, breathing process and a set of rules
that you should live by, not die by!”
--Christian Buckley, SharePoint MVP
310. What You Can Do w/ Full Control
Create & Delete Sites
Create SharePoint Groups
Manage Site & List/Library Permissions
Activate & Deactivate SharePoint Features
Create, Update, Delete List/Library Public View
Generate Site Web Analytics Reports
Create, Modify, Delete SharePoint workflow
Create, Modify, Delete Site & List/Library Columns
Delete Site & List Template
Delete Master Page & Page Layout
Add, Update, Delete a Wiki and Web Part Page
Add, Update, Delete Web Parts
Etc. etc. etc.
316. First Ask Follow-Up Questions
• What type of “access”?
• What exactly is “everything”?
• Majority of the time, you may find:
• “Everything” may pertain only to Documents
• “Access” could mean Read/Update/Delete Documents
• Thus Contribute access may be sufficient
317. Before Providing Full Control
• Ensure user completed necessary training
• Check or Refine governance policy
• Consider other permission levels that may
fulfill needs (e.g.: “Design”)
322. How Will You Handle
• Team Growth
• Role Change for Existing Users:
– Expanded Responsibilities
– Rolling Off Project
– Promotions
• Onboarding New Employees
• Employee Departures
324. • Hard to decipher who has
what level of access
• Cumbersome to manage,
control, and update
existing permissions
• SharePoint Out-of-Box
“Check Permissions”
function is rather limited
329. AD Group – Why & When
• Recommended by MSFT for performance
• Use AD group in SharePoint only if
• AD group definition is well defined
• IT Team is proactive in updating membership
• Group info should be up-to-date to ensure proper
access setup in SharePoint
334. Group Owner Settings
Default -> the user who created group
ALWAYS assign a group as group owner
Preferably Site Collection Owner or Site Owner group
337. When Creating a New Site
• “Unique permissions” option is available
• This option:
• Breaks site permission inheritance
• Allows you to create 3 new SharePoint groups
338.
339. Before Creating 3 New Groups
Reflect and Assess!
Do I really need unique site permissions?
Do I need all 3 new SharePoint Groups?
Is there an existing group that I can use?
343. Challenges
• Library/List View doesn‟t differentiate unique permissions
• Laborious admin
• Manual process of checking broken permissions
• Changing permissions require updates to each file
• May lead to performance issue
344. F A C T : Reduced performance after
5000 files break inheritance
See Microsoft references:
http://bit.ly/1iMmyiC
348. “Sharing” a File in 2013
Available via File Preview
The Gotchas
• Convenient but hard to govern
• UX is different than sharing a site
• Breaks permission inheritance of the file
• Grants permissions to individual users
For more details, read this great resource by Sharon Richardson
349. Who can “Share” a File?
Contributor
Note: It contradicts Contribute permissions level
350. Let‟s Recap!
Item Level Permission (Worst Practice #5)
Permissions for Ind. Users (Worst Practice #3)
Oh so easy
+ ________________________________
“Share” File in sp2013
354. If user is not declared in site permissions,
Permissions given to a user at library or list level
leads to
“Limited Access” creation for user at the site level
Limited Access
Contribute
Site
List / Library
355. Challenges with Limited Access
• Clutters site permission page
• Can‟t easily identify where access was granted
• Important Note
When You Delete User’s Limited Access at Site,
SharePoint Automatically
Removes User’s Permissions in Library/List/File
359. Gathering Permissions Info
• SharePoint Out-of-Box
• Unique access displayed in site permissions page
• Manual process conducted per site
• PowerShell script
• Third Party Tools
• Codeplex (v. 2010/2007): SP Permissions Manager
• #SPYam Community Recommended:
DeliverPoint by
ControlPoint by
361. Remember that it‟s a process
• Requires time commitment & effort
• Warning: You may not get it done in a day
• Don‟t do it yourself
• Gather requirements from business users
• Leverage other team members
One is the loneliest number
Photo Credit - The Daily Journal
363. For those in very bad shape
• It may be more beneficial to start over by:
• Inheriting all permissions
• Then reconfiguring permissions appropriately
• This route could be high risk, high reward
• Before exploring this, be sure to:
• Get executive buy-in
• Devise a plan with Content/Site Managers and relevant business
functions
• Communicate
impact
to user community
364. Last and Certainly NOT Least
Mitigate
Survey the Field
Clean Up
Manage & Control
Do NOT forget this step!!
365. Manage & Govern
• Enforce permissions governance
• Gain leadership support:
• Illustrate level of effort to remedy issue
• Quantify the business impact ($)
• Form & engage Governance Committee
• Provide continuous training for Site Managers
366. Monitor & Control
• Define processes to periodically assess
• Determine monitoring tools
• SharePoint Audit log reports (Manual process)
• Automated Audit via Third Party tool
368. “The greatest accomplishment is not in never failing,
but in rising again after you fall” --Vince Lombardi
Photo Credit - Journal Communications, Inc.
373. Provide Your Users with Value-Add
Photo Credit – Matthew Keagle & Creative Commons
374. Folder = Physical Location
• SharePoint appends all folders into URL
• URL encoding applies, e.g.: Space = %20 /Proposal/Draft%20Copiesfrom%20Team…
/ProjectDocuments
http://mycompany.com/sites/TeamAlpha
/Project%20SOW
/MyPersonal%20Original%20Copies
/I%20Very%20Much%20Like%20Subfolders My%20Favorite%20Document.docx
/
Team
Alpha Site
Project
Document
Library
Project SOW
Proposal
Draft Copies from Team
My Personal Original Copies
I Very Much like Subfolders
My Favorite Document.docx
376. A Linear Structure
• Requires drilling down to sub-folders
• Rigid structure leads to difficulty in finding content
• Can be inefficient during file upload
2
1
3
4
6
# of user clicks
5
7
SharePoint Server 2013 extends compliance beyond just content. Improvements in Information Management Policies provide balance between enabling user self-service and ensuring content adheres to corporate policy: IT professionals can define corporate-wide Information Management Policies and apply them to site collections as they are created. Moreover, built-in policies help protect confidential information with intuitive changes to the user experience that better support governance across information architecture. Likewise, these policies help ensure compliance and increase manageability related to auditing with audit resilience, filtering, user-defined audit, and enablement across all SharePoint editions. Traditionally, sensitive information can be controlled only by limiting access to the networks or computers where the information is stored. After access is given to users, however, there are no restrictions on what can be done with the content or to whom it can be sent. Microsoft Information Rights Management (IRM) enables you to create a persistent set of access controls that live with the content, rather than a specific network location, which can help you control access to files even after they leave your direct control. With SharePoint Server 2013, IRM is available for files that are located in document libraries and stored as attachments to list items. Site administrators can choose to protect downloads from a document library with IRM. When a user attempts to download a file from the library, SharePoint Foundation verifies that the user has permissions to the given file, and issues a license to the user that enables access to the file at the appropriate permissions level. SharePoint Foundation then downloads the file to the user's computer in an encrypted, rights-managed file format.While data retention is crucial, it’s also important to be able to reduce the amount of archived data stored in SharePoint—whether you are seeking to provide one version of the truth, adhere to your information architecture, or reduce storage use. Site Closure and Deletion follows the policies established by IT and allows users to close and remove sites that are no longer needed. When a site is closed, it is trimmed from places that aggregate open sites to site members such as Microsoft Outlook, Outlook Web Access, and Microsoft Project Server.Enhanced security controls for published environments limit exposure to malicious content through new iFrame controls. An iFrame is an inline frame commonly used to embed another document with the current HTML document. iFrames provide a quick and simple method to view content that resides on other pages in SharePoint or expose content from other sources within and outside the firewall. While providing an efficient method to render information, iFrames increasingly have become another attack vector for hackers, either for injection-oriented attacks or malicious content delivery. SharePoint Server 2013 recognizes this threat and provides new functionality to tighten security on iFrames: IT and site collection administrators now can specify contributors’ rights to insert iFrames in pages (using a list of acceptable domains, if necessary). In any organization, as the volume of information created continues to increase, the need to systematically preserve and discover this information becomes critical. Whether your motivation is to improve storage management, meet regulatory requirements for data retention, or lower the cost of satisfying electronic discovery (e-discovery) requests, information archiving can offer a number of benefits. SharePoint Server 2013 introduces integrated information archiving, retention, and discovery capabilities that help simplify and automate the process of protecting and preserving business communications. These built-in tools can help you preserve and discover information without having to change the way your users or administrators work with and manage SharePoint products.
With an increased need for larger quotas, storage costs remain a concern in many SharePoint environments, and there is generally very little room in IT budgets to multiply storage capacity by 2, 3, or even 4 times. In parallel, industry shifts and advancements have led to more high capacity, low-cost commodity storage options. SharePoint Server 2013 can be deployed to a variety of storage architectures without sacrificing availability. Building on the performance improvements in SharePoint 2010, SharePoint Server 2013 delivers significant reduction in disk I/O lowering the bar for minimum disk performance. In addition, smoother I/O patterns reduce contention, making more storage options available to support your SharePoint Server 2013 infrastructure. Scale and performance improvements are evident across SharePoint Server 2013, with depth that extends to the database layer. Database improvements in SharePoint Server 2013 take advantage of enhancements and capabilities through SQL Server 2008 R2 SP1, including:Conforming to Microsoft SQL Azure compliance criteria.Removing redundant and unused tables and indices to track links.Reducing I/O operations while browsing document libraries.Using SQL sparse columns to simplify SharePoint database schema and optimize data access.Improving large list dependencies. Shredded Storage is designed to reduce an organization’s storage footprint, minimize bandwidth, and improve performance through a new file save algorithm that ensures all write costs for file update operations are proportional to the size of the change being made to the file (and not the size of the file itself). Efficient File I/O enables the storage of incremental updates to files in SharePoint by breaking a file into pieces and storing those pieces in Microsoft SQL Server. Microsoft SQL Server 2012 is a cloud-ready information platform that will help organizations unlock breakthrough insights across the organization and quickly build solutions to extend data across on-premises and public cloud, backed by mission critical confidence.Learn more about SQL Server 2012 at http://www.microsoft.com/sqlserver/en/us/product-info/overview-capabilities.aspx. Windows Server powers many of the worlds' largest datacenters, enables small businesses around the world, and delivers value to organizations of all sizes in between. Building on this legacy, Windows Server 2012 redefines the category, delivering hundreds of new features and enhancements spanning virtualization, networking, storage, user experience, cloud computing, automation, and more. Simply put, Windows Server 2012 helps you transform your IT operations to reduce costs and deliver a whole new level of business value.Learn more about Windows Server 2012 at http://www.microsoft.com/en-us/server-cloud/windows-server/2012-default.aspx.Increase Web application scalability and reliability through application aware, rule-based routing, affinity, and load balancing of HTTP requests.Request Management in SharePoint Server 2013 enables IT Professionals to prioritize and route incoming requests through a rules engine that applies logic to determine the nature of the request and the appropriate response to that request. Request Management can be used to route requests to servers with good health characteristics based on a new weighting schema, identity and block known bad requests such as BOT requests, prioritize requests by throttling lower priority requests in order to preserve resources for higher priority requests, and route specific requests types to other servers either within or outside of the farm handling the request. Data-driven applications have become increasingly prevalent as data is consumed from more diverse sources, such as business applications, syndicated feeds, and social contexts. SharePoint Server 2013 includes a new Distributed Cache Service built on the reliability of Windows Server AppFabric Caching. Distributed caching helps to ensure that no request takes too long. SharePoint Server 2013 provides a rich, intuitive browsing experience. Minimal download in SharePoint Server 2013 Preview provides a new navigation framework that significantly improves page load performance and makes SharePoint feel more like a rich application. Minimal download is designed to ensure a user only receives the difference between the source and destination page, minimizing bandwidth and improving overall performance.To determine what content requires updates, minimal download implements a download manager interface between controls and content placeholders on the page and server. Developers can take advantage of minimal download by implementing controls and master pages that support the framework. Where controls do not support minimal download, the request reverts to a classic fully rendered page, ensuring pages are always available.SharePoint encompasses a comprehensive solution that addresses a number of business and IT issues, but organizations do not need to perform an extensive, full-scale deployment immediately to start realizing benefits. SharePoint was designed so that organizations can deploy on any tactical project where they see immediate value, and then broaden the deployment to address multiple horizontal or vertical scenarios at their own pace—with no additional software to buy and few incremental IT resources needed to enable a new set of capabilities. Deployment FlexibilitySharePoint Server 2013 provides unprecedented deployment flexibility, whether you’re looking to deploy on-premises, in the cloud, or in a hybrid scenario. As business needs and technological advancements converge, IT professionals have a unique opportunity to take advantage of new innovations in their organizations. For example, IT professionals need an infrastructure that scales up and down quickly to meet changing business needs, minimize downtime and failures, and maximize cost efficiencies. Fortunately, several key innovations are making that possible: VirtualizationIT departments can respond more quickly to requests from business units, reducing the time it takes to deploy infrastructure and services. Plus, as always, virtualization significantly reduces the number of physical servers required to support the business. Cloud-based ApplicationsAnywhere access to critical applications can help to enhance work productivity, improve communication, and increase customer touch, allowing organizations to improve their regular business rhythm and respond to market changes and opportunities. Multitenancy and Cross-premises IntegrationThese innovations help IT departments and hosting service providers maximize existing infrastructure investments while exploring new services, improved management, and higher availability.
Deferred site collection upgrade is a new upgrade option through which IT Professionals can defer upgrade of individual site collections to their site collection administrators. When electing a deferred site collection upgrade only the content database schema is upgraded and content below the site collection-level retained in a backward compatible SharePoint 2010 mode. To support Deferred Site Collection Upgrade IT Professionals can opt to preserve the SharePoint 2010 user experience when upgrading content databases. SharePoint Server 2013 includes all of the files necessary to enable backward compatible SharePoint 2010 site collections to exist in a SharePoint Server 2013 content database.SharePoint Server 2013 includes native Windows PowerShell 3.0 support to help IT get more done in less time. Windows PowerShell 3.0 provides a comprehensive management platform for all aspects of the data center: servers, network, and storage. In this newest version of Windows PowerShell, sessions to remote servers are more resilient and can withstand various types of interruptions. Learning Windows PowerShell is easier because of simplified, consistent syntax that resembles natural language. New Windows PowerShell commands are comprehensive, support the tasks required at a data center, and are easier for IT pros to learn. IT pros can use the new features to automate basic and complex data center tasks with ease. In order to minimize the impact of upgrading to a new version of software on end users, SharePoint Server 2013 supports new site collection provisioning modes which means IT can choose which version of SharePoint a site collection should be provisioned in when users create them. For example, IT can elect that any new site collections created in the new SharePoint Server 2013 environment are provisioned only in a backward compatible SharePoint 2010 mode, in SharePoint Server 2013 mode, or optionally allowing users to choose which version is most appropriate to their individual and business needs.
To achieve successful SharePoint adoption, you’ll want to focus on three key items: defining your vision, starting small and focused, and identifying the key business use cases within your organization.The goal of your vision is to clarify and simplify what business goals you want to accomplish in a defined timeframe. This will positively impact how you will utilize SharePoint within your organization and keep everyone focused on business prioritiesSharePoint can help people in many ways: be it sharing content and ideas, discovering information, getting organized, streamlining business processes, or connecting to line of business systems – SharePoint can enable a number of critical business solutions.In order to be successful, you need to get things right at the beginning. You need to simplify, and start small, so that SharePoint doesn’t become overwhelming for non-technical people. Although you will find that simplifying will take more time to kick-off your project, it will save lots of time in terms of support, and avoid confusion on the long term. You need to plan for a phased approach, where over time your user base will expand, and where you will add more use cases to unlock the full value of SharePoint within your organization. Keep in mind that in order to maximize your chances, you need to start small and expand later. We will talk later about the right balance between closed pilots and organic growth to ensure that users own their SharePoint experience.You need to choose and prioritize the use cases that are important but also have a high likelihood of success if solved properly; you need to choose a problem that represents “low hanging fruit” if at all possible. As part of the adoption research, we identified the top use cases being addressed with SharePoint by organizations today, either at an enterprise-wide or departmental-level.At this point, you should have selected a few use cases and a group of people to start with. Next, we need to ensure users are empowered to make things happen.Once you’ve empowered your people by delivering quality education options, you might start getting requests for additional features on top of SharePoint. In many cases, you will want to build a custom solution to fulfill these requests. When it comes to development and customization, always keep in mind that minimal changes to your environment, rather than large, sweeping ones, may provide a better experience and have inherent advantages, such as:Availability of external resources to assist in training Easier migration to the next released version, without the hassle of re-applying customizations Easier IT management, better performance, and security without full trust code solutions.
The goal of your vision is to clarify and simplify what business goals you want to accomplish in a defined timeframe. This will positively impact how you will utilize SharePoint within your organization and keep everyone focused on business priorities
Social interaction centers around features that we can see on this Personal Site screenshot, such as:Community IntegrationInternal newsfeeds Follow expertsPreview documents
Site mailboxes are a key part of your ECM Social Interaction
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!
eDiscovery is about corporate Compliance Management and mitigating legal risk.The eDiscovery process has a number of defined steps.Preserve documentsSearch documentsReview documentsProduce documents
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
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.
All the key search visualization features support productivity search for ECM content:Metadata & Taxonomy Driven Search RefinementInline Document PreviewsPowerful Search Query RulesImproved Image HandlingVideo PreviewsThere is much more on Search coming later…
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
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
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
Content is not just specific lists, but also page content
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.
Excel Services *AND* Excel Web App (an On-Premise option only…)Excel Services is all about BI, and you get it as part of SharePoint EnterpriseDashboards with web parts on SharePointExternal data connectivity and refresh abilityAdvanced BI functionality like PowerView integrationExcel Web App is part of the Office Web AppsBrowser based spreadsheet for viewing and editing Excel documentsIf you have both at the same time, then you get both BI and editing of the excel files
Management (via Central Administration)Monitor ServicesAnalyze Usage PatternsValidate DB CapacityOther ToolsInquire for ExcelAudit and Control Management Server for SharePoint
Management (via Central Administration)Monitor ServicesAnalyze Usage PatternsValidate DB CapacityOther ToolsInquire for ExcelAudit and Control Management Server for SharePoint
Key FeaturesNewsfeeds (Global & small group) /microbloggingTwo kinds –> user generated and system generated…Follow people, sites, hashtags, documentsTask Timeline, Trending tagsMy tasks (for ALL projects) synchronized with OutlookLearn more about who is following youRecommendations of people you might followContact Cards available everywhere in OfficeSimplified PermissionsNewsfeed: shows you updates on social activities for items and people you are following:People postsPeople profile changesChanges on followed documentsItems tagged with followed tagsMentions & LikesActivities: all my activitiesSite Feed activitiesCompany FeedsI’m FollowingTrending TagsStoryline: Garthuses his newsfeed as the place to track conversations, follow people, document, sites and tags(including the conversations on the new marketing campaign).Product: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, an ‘everyone’ or company feed that is used to share information with everyone at the company, and individual site feeds. It’s possible to post straight to another feed, such as a site feed or company feed, straight from your microblog.Following in SharePoint 2013 includes not only people, but documents, sites and tags. Trending tags displayed based on social analytics designed to help everyone in the organization keep a close eye on what everyone in the organization is talking about at any one time.
SharePoint 2013 brings to the table many new ways to surface information, but that is only useful if themost relevant information is shown to the right user. Introduction of recommendations allows us to engage and surface new content, new connections to users who otherwise would have not knowthey even existed.In this example, based on analysis done on user’s behavior patterns search powers recommendations forother people/experts this user might be interested in. This not only works for people, but also surfaces and allows users to discover relevant content, documents that they can engage and even follow.
Storyline: Garth continues to engage in conversations – his profile helps others understand who he is, and also shows his activity.Product: Just as a site is designed from creation to help drive the adoption of social from the ground up, so are the new people profiles. When you click on a person and land on their page you can quickly understand their recent activities, how you fit together in the org chart, and your shared contacts. From here you can quickly view the people they follow and get recommendations on people you should consider following – all of this with the aim of helping you increase your social network.
Personal SiteImportant TasksUpcoming TasksStoryline: Mary is part of the project, and several other projects, no matter where she(in the office or on the road) she will always know what needs to be done across all of her projects.Product:The last screen I showed you was the ability for teams to work together on a site and organize tasks – but what about ME, how do I manage all of my tasks. If I’m a member of a few virtual teams(with tasks assigned to me), and let’s say I also have entered some personal tasks using Outlook. SharePoint and Outlook make this easier then ever with the all-up Tasks view in your personal site. Here you’ll see an aggregated view of all of your tasks on a timeline. As part of the connected experience the tasks that appear here will also appear in Outlook – so regardless of where you are, you’ll always know what you need to get done.
Timelines, documents, newsfeedsDashboards for surfacing project metricsDeep Lync integration – presence, communications, desktop sharing, group managementStoryline:The team has a dashboard showing key metrics relating to the project – they are able to collectively analyze the information, and provide each other with feedback and insights that will help them make decisions.Product:Turn insights into action by:Gathering qualitative insights on rich analysis.Capturing feedback and insights shared in real time to accelerate consensus and decision making based on analytical data.Surfacing KPIs and track contextual feedback for exception handling and quality management.Supplementing shared data with crowd sourced conversations, to support a guided sense making process.
Storyline:The team is able to quickly get all of the key project stakeholders together, work together on a joint document, and make specific decisions relating to successfully finishing the project.Product: Lync makes it as easy as a click to communicate with your colleagues – but what about working together with teams of people. Lync makes this just as easy – adding a person is as simple as a click or even drag-and-drop. You can see, hear, and collaborate in real time on the SAME document. Once you’ve experienced the ability to meet and collaborate in this manner, it will be hard to go back to traditional conference calls.
This is an example Home Page for a specific CommunityKey functionality includes:Discussions - Ask, Reply, ContributeDiscussion CategoriesWiki Page infrastructureMember ReputationPer community, from activitiesBadges – achieved and gifted
Information on Yammer and SharePoint positioning including the FAQ will be updated as new information is available available on http://yammer.Yammer: Stand-alone Social NetworkingSharePoint: Social Networking + Collaboration SuiteYammer already integrates with SharePoint and Dynamics, and over time it will offer more and more connections with SharePoint, Office 365, Dynamics and Skype.SharePoint 2013 includes new social networking capabilities, and Yammer will power the next generation of SharePoint and Office 365 social experiences.
Search is new and different from all previous versions of SharePointThe platform has been consolidatedBuilt on a combination of FAST Search and SharePoint Search components, as well as new development work – it is the same from Foundation to ServerFoundation Search is intended to replace WSS Search, Microsoft Search Server and Search Server Express from previous versions of SharePointThere are new components, new topology, new featuresAll will be covered on subsequent slidesIt’s used pervasively throughout the product now in many different ways, in different featureseDiscovery, navigation, topic pages, Internet facing business sites, etc.It’s installed by default when you run the farm configuration wizardSharePoint Search was in 2010; FAST Search for SharePoint was notMake Better Decisions – Information at hand to help make decisionsSearch driven navigationPeople and Expertise SearchMake search more actionable and intent drivenProtect Your Business – Compliance for the way users workeDiscoveryEasier to Manage than Ever BeforeEnterprise search has typically required lots of time and effort to configure and manage. Our goal was to take much of the complexity and bring it to an ITPro/Administrator level.Grow Your Business Online – Internet Business scenarios running on top of Search platformCatalog-based search and recommendations present a business-oriented store front for customers
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.
Those labels under the search box are called Search Verticals…In this example, we are using the Conversations search vertical.(Note that People Search is “just another search vertical”…)Search engines have to go beyond searching for documents and have to adapt to the changing ways organizations are working.Here is an example of search utilizing information contained in our community in SharePoint answering a users question based oninfo and best answers.Again search experiences need to understand what a user is trying to get to, the information, answer the want and deliver it to them.
This is similar to, but not exactly the same as, the FAST Search For SharePoint architecture from SharePoint 2010.Discussion on Analytics & how it feedsuser activity back to provide search resultsImprove search relevance based on views, click thru, etc.See what others are looking at (“hot” indicators and usage numbers – i.e. what’s popular based on # of views as well as # of unique users to view)Understand how much content is being used (i.e. viewed) and how it compares to other documents See discussion thread usage and find the hot topicsUse this popularity info to populate views through the Content by Search (CBS) WebPartExtensible model for 3rd parties to integrate with the platform
General architecture identical as in SharePoint 2010Numerous new enhancements in platform levelNew service applications to provide more enhanced functionalities
We’re going to touch on all of these.Office Web Apps is no longer a service applicationSeparated to own product for easier maintenance and operationsWeb Analytics is no longer service applicationAnalyses and reporting process incorporated to search service application
Is responsible for storing and providing information concerning SP App licenses and permissionsAll licenses for apps downloaded from Marketplace will be stored in Apps service applicationAccessed each time app is requested or used in SharePoint to verify validity of the request
BCS – Key ChangesOData Support as data sourceEventing Framework for external notificationsProvides also alert capability for external listsSupport for SharePoint AppsBDC models scoped for app level, not to farm levelExternal list enhancementsPerformance improvements, ability to send filters and sort verbs to external system, and Export to ExcelCSOM APIRESTful APIs for external listsoData – Tooling and sourcesoData is an important protocol for services that was not previously supported by BCSBCS can now access oData sources OOB just like WCF or SQL data sources(oData supported from Visual Studio though, not from SharePoint Designer)Visual Studio support for automatically generating BDC Metadata Models from an oData sourceNatively supported for example by SQL Azure, Azure Data MarketPlace and SQL Server Reporting Services
Variations and multilingual enhancementsSupport for translation in Variations and Term StoreUses industry standard XLIFF file formatCan include entire list, one page & even navigationImproved throughput for creating new language sitesContent owners can choose which languages need to translate content and translators can “opt-in” to getting copies of that content
Word Automation Services (WAS) is all about file conversionsThree main pain points in SharePoint 2010Solutions must wait until timer job executes for file generationCan only handle files in SharePointNo easy way to know when conversion has been completedFeedbackI want to convert Word document ”right now”I want to use Word Automation but don’t want to put files to SharePointI want to convert document and perform operation to file immediately when it’s available
Business challengeIt is challenging for information workers to get a comprehensive view of their tasks or to have a central point for managing their work. Tasks are stored across applications and systems, and even in the case where all tasks are stored within a single system, information can still be scattered. Work management Service applications provides functionality to aggregate tasks to central placeUsers can go to view and track their work and to-dosTasks are accessible from each users personal siteTechnical background and configurationService application doesn’t have any configuration options in Central AdministrationAccessed and used directly programmatically by out of the box functionalitiesOut of the box task aggregation with Microsoft SharePoint Products, Microsoft Exchange Server, and Microsoft Project ServerFor example, users can edit tasks from Exchange Server on a mobile phone, and the Work Management Service aggregates tasks to the My Tasks page in personal siteImplementation is based on provider model, so that additional systems maybe integrated to same architecture in future
Full TrustSupport is a nightmareUpgrade is quite a challengeSecuring code to run in hosted environments is effectively impossibleSandboxWay too strict for developersHard to maintain and expandManaged by your selfSP AppsHost/language independentManagement and update easily doable per appEmprases reusabilityNo server side sandbox, improved CSOMNotes:Client side experience via html or iFrameLeverage CSOM and REST APIs from Azure and other clientsInvestments in app discovery and management via SharePoint store
Land this point: This is how it all comes together. We've brought together SharePoint and Exchange (which has the same embedded Search engine). In addition to OOB search verticals such as video search, we have made it very easy to build custom solutions on top of our platform. Microsoft’s robust partner ecosystem further adds to the richness of our offerings. Here are the talking points for eDiscovery. Overview: Compliance demands are increasing as content grows explosively while regulations become stricter. In Office 15, we are easing the burden of compliance with joint investments across SharePoint and Exchange. Office 15 includes new capabilities that reduce the costs and complexity of eDiscovery by providing a single interface to manage discovery across SharePoint, Exchange, Lync, and file shares. Talking Points· Microsoft eDiscovery focuses on the early stages of the electronic discovery reference model (EDRM). Our research shows that most organizations prefer to perform the early stage functions of EDRM in-house including identifying, preserving, collecting, and processing discovery content. The later stages of discovery (review, analysis, and production) are typically outsourced to a third-party firm. · Unified discovery and export: A single interface is available to perform complex discovery searches across Exchange, SharePoint, Lync, and file shares in real time using a state-of-the-art search platform that supports the use of Boolean, wildcard, and proximity syntax. Search queries can be exported to download content for further review by a third party.· In place preservation: SharePoint sites and Exchange mailboxes can be preserved in their entirety or based on a query to protect content in their original store without impacting the end user’s ability to edit and delete content. This also eliminates the need to set up a separate environment to store the content that needs to be protected.
We’ve already talked about many architectural changes, such as…Overall service application architecture changesAnalytic functionality being moved into the Search Service Application
How It Works in SharePoint 2013:We break the file into pieces and store that in SQLOn update we only touch the shredded blobs that correspond to the updated bitsNo more round tripping entire files to the WFE and back
SharePoint 2013 uses caching features that cloud-based cache (Windows Azure Cache) does not support at this time. Only local cache hosts supported. The config DB keeps track of which machines in the farm are running the cache serviceSharePoint ONLY supports the version of caching that it ships – you cannot independently upgrade it.
The purpose of the Request Management feature is to give SharePoint knowledge of and more control over incoming requestsHaving knowledge over the nature of incoming requests – for example, the user agent, requested URL, or source IP – allows SharePoint to customize the response to each requestRM is applied per web app, just like throttling is done in SharePoint 2010RM is turned off by default
Office Web Apps being a separate product instead of a SharePoint Service allows you to scale and manage it separately from other Microsoft server products, as well as share that infrastructure between them.(The PowerShell command to connect the SharePoint farm to the WAC farm is “NewSPWOPIBinding”…)
Profile Sync Performance ImprovementsPerformance improvement goals are to reduce full import time from 2 weeks down to 60 hours for very large directories (i.e. 200K users, 600K groups)Recent anecdotal evidence: 300K users, less than 7 hours for full importSome of those improvements included:Adding indexes to certain user properties that eliminated full table scansImporting data from BDC in batches rather than one by oneRemoving unused provisioning stepsCleaning up unused historical dataMove resolution of some objects out of SharePoint and into the sync systemNew Profile Synchronization Option “Active Directory Direct Import”Active Directory forest with multiple domains, one connection per domainSelection of OUs from which to importImport User and Group objectsSimple text-filters written in LDAP syntaxFull and incremental importYou can switch back between FIM and AD DirectSocial Data Store ChangesThe store for social data now is your personal site now – it’s no longer in the social DBThat means that social feeds will now come out of the content DB for My SitesThat gives you much more power to scale social features than SharePoint 2010 (the single Social DB was a potential I/O bottleneck in 2010)That also means that My Sites are required for some social features, including feeds
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 Onedrive Pro.
We have incorporated all the social networking capabilities that people love in the new SharePoint. Here you can see the SharePoint Newsfeed, which enables you to speak your mind, share ideas and get answers in real time. You get hashtags (#), ‘likes’ and the ability to mention people (@) in a post. You can follow people, document and sites, so you always know what is going on with your colleagues and projects. You can even create an Outlook task, right from your Newsfeed, so you can effectively track an action item. This is what we call social to get things done.Theme: Connect your workplace with integrated social capabilities – communication and collaboration within and across agencies; Knowledge Sharing to Drive Productivity and Efficiencies; Resolve issues fasterOffice 2013 capabilities: social capabilities in SharePoint and Office – like newsfeeds to follow sites, documents and discussions to get answers in real time - follow people, teams, documents and sites to stay on top of the latest happenings. Keep track of what your colleagues are up to through their activity feed. SharePoint even recommends people and documents to follow based on your interests and responsibilities. Ratings and reputation scores enable you to recognize colleagues and develop expert communities. Enterprise newsfeeds and microbloggingFollow people, document and sitesCreate Outlook tasks from your NewsfeedClick to communicate with pervasive presence and People cardYammer:Yammer already integrates with SharePoint and Dynamics, and over time it will offer more and more connections with SharePoint, Office 365, Dynamics and Skype. SharePoint will include new social networking capabilities, and Yammer will power the next generation of SharePoint and Office 365 social experiences. Yammer and SharePoint have highly complementary strengths that will benefit business users and IT.-Users love Yammer – their viral growth model and high engagement is the recipe for success with social.-SharePoint is the platform IT NEEDS – SharePoint will offer IT the support it needs to ensure that Social is not only a success with users, butcan continue to grow and meet IT’s governance, security, and compliance needs.-Yammer is always improving: For free users they will often release multiple times a week in an effort to continue to fine tune engagement and even roll out new features. Users are used to iterative changes with consumer software, and with social it’s crucial that we are always at the front of the curve with innovation. IT departments simply can’t keep pace with our ability to innovate and roll-out software in the cloud.-SharePoint will always be the place that IT goes to manage social: SharePoint will offer a more stable platform that IT can understand and easily predict ensuring that they can both continue to have the latest Social experience with Yammer, but also ensure they the key controls needed to meet the business’ highly demanding SLA’s.-Yammer is simple and consistent: By not allowing major changes to the experience it ensures that Yammer is always confident that ever user stays engaged and get work done.-SharePoint will offer our customers that need that ability to provide advanced, highly customized experiences a way to continue to do this and still leverage the powerful social layer to keep these applications dynamic and alive.Together Yammer and SharePoint will enable Microsoft to offer a service that no other company can match, that both the business and IT will love
Animated Slide with two views of search results in SharePointAnswering a question is only helpful if the user can act on it, and SharePoint makes acting natural and intuitive with the introduction of the hover card.From the hover card you can do a live preview of a document, deep dive into that document, in meaning not just to the right document but to the right part of the of the document with the introduction of a new features called “deep links”. And finally you can act on that result with contextual actions based on the document itself.So for an example for a person result, actions can be follow/send email/view profile, while for a video it can be play/share/etc. All of this is also extensible and customizable allowing you to make search actionable for any content and create a richer experience.Click for 2nd image of video search:Here is a great example of a out of the box experience, the video search. Visualizing the results is important, but having the ability to inspect and interact, in thiscase ability to play the videos with-in the results or even inside the hover panel makes for a compelling search experience. Note how the hover panel surfaces additional metadata and event relevant actions.Right under the search box, you will see a list of verticals. These not allow for users to find quickly what they are looking for by setting the right context but arealso a customizable and extensible as any part of the search results page which will allow you to create your own great and unique experiences on top of theplatform.All of these experiences can be customized to allow organizations to easily extend and build their own experiences both inside and outside of SharePoint.More on SharePoint Search:MSFT has invested heavily in search in the past several years….In this release we brought together SharePoint Search and FAST Search into a next generation search engine that we consider the best of both worlds. The scale and power of FAST with the simplicity and manageability of SP Search. But this release is far more then best of both worlds, it is step ahead for the entire search industry.Search in SharePoint 2013 focuses not just on technology, but the core belief that search should help users find what they are looking for and get answersto the questions they ask. This means doing far more then searching a index, but requiring the development of a entire new experience dedicated to the usersintent, that can analyze user interactions while having the flexibility to draw information from across the enterprise and even from out in the web.The search experience in SharePoint 2013 is beyond just a great user experience, as it will allow anyone looking to leverage the extensible engine to build their own experiences that can benefit much of the richness that SharePoint provides.
With SharePoint you can embed PowerPoint presentations and videos into your team or intranet sites to help communicate business priorities and initiatives. SharePoint blogs allow you to provide regular updates to your team or the entire organization and get rapid feedback. We’ve made a number of improvements to inline site editing so updating sites andcommunicate changes to critical business processes can be done quickly to keep everyone up-to-date.
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.
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.
It sounds harsh but SharePoint websites are simply hard work. There are many examples of great-looking SharePoint powered websites (Ferrari is often mentioned) but that is only half the story. SharePoint requires a lot of time, effort and expense to kick it into shape as a website content management system. Even then the results aren’t always great, especially the admin interface which users can find confusing.SharePoint websites can be a good thing where organisations are already making extensive use of SharePoint internally. The ability to share and publish content across systems can be useful, and there is of course a case to be made for reusing infrastructure and domain knowledge. But generally speaking most companies will find it cheaper and easier to avoid SharePoint altogether for their websites.
Microsoft has, over the years, spent a fortune on the user interface of its flagship enterprise platform. SharePoint 2010 brought with it the Office Ribbon. SharePoint 2013 sports the Windows 8 UI. Despite these considerable investments, and the research and user testing that goes with it, many organizations still think they can do better. The first thing many want to do when they get their hands on SharePoint is to change its look and feel, often to match corporate brand guidelines.Not only can this be expensive, and offer little return on investment, but it can also affect the long-term stability of the solution codebase. Companies would be much better investing in functionality, training and adoption activities. Microsoft themselves now offers this as official advice:
Use SharePoint as an out-of-box application whenever possible — We designed the new SharePoint UI to be clean, simple and fast and work great out-of-box. We encourage you not to modify it which could add complexity, performance and upgradeability and to focus your energy on working with users and groups to understand how to use SharePoint to improve productivity and collaboration and identifying and promoting best practices in your organization.
SharePoint uses the concept of lists to store data. Think of these as Excel-like data structures (indeed you can connect them and export them to Excel with ease). Lists have columns, and data types. Lists can import data from external sources, and connect to other lists. They are one of the best things about SharePoint and very powerful. However, they are not a substitute for a relational database (ultimately SharePoint sits on SQL, but this isn’t accessible or exposed to users so let’s not confuse the issue).On many occasions I’ve seen projects where relational data structures have been squeezed into SharePoint. It never works. Want to store a list of contacts? Fine. Maintain a list of tasks for a project. No problem. But as soon as you want to look up information in another list you should worry. SQL server is one tool, SharePoint is another. Confuse them at your peril.
We will discuss some use cases in the next slides with examples.