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© 2000 - 2013 C5 Insight All rights reserved.
Proprietary and confidential. May not be reproduced or distributed without written permission.
Getting Started in
SharePoint 2013
Key features, upgrade tips, and ideas
to help you become productive immediately
Page 2
Non Disclosure Agreement
For the purposes of this document, and except as otherwise expressly provided in this
document, "Confidential Information" means any information that C5 Insight, Inc. (“C5
Insight”) desires to protect against unrestricted disclosure by the receiving party
(“Recipient”).
The Recipient agrees that it will hold in confidence the Confidential Information disclosed
within this document and any documents, presentations, software, methods or other
information shared by C5 Insight in print, electronic, verbal or any other format. The
Recipient shall exercise reasonable care to protect the Confidential Information from
unauthorized disclosure, which care shall in no event be less than the Recipient takes to
protect its own Confidential Information of a like nature. The Recipient may disclose
Confidential Information only to its employees or agents who need to know such
information for purposes of this agreement, and shall inform such employees and agents,
by way of policy and agreement, that they are bound by obligations of confidentiality.
The entire content of this statement of work is classified as Confidential Information and by
reading any further content within this document, the recipient is bound by the terms of
this non-disclosure agreement.
8/30/2013
Page 3
Getting Started in SharePoint 2013 | Agenda
Brief introduction to our firm & our presenter
Key features in SharePoint 2013
How to get started in SharePoint 2013
How to be productive in SharePoint 2013,
immediately
8/30/2013
Page 4
Introduction | Our Firm & Presenter
8/30/2013
Page 5
Introduction | C5 Insight
Technology Consulting Firm
Founded in 2000 by Geoff Ables and Curtis Hughes
Headquartered in Charlotte, N.C.
Experience & Expertise:
• Collaboration tools
• Customer, Employee and Partner Portals
• Customer Relationship Management (CRM)
and Extended Relationship Management (xRM)
• Business Analytics and Intelligence
• Custom Application Development
8/30/2013
Page 6
Introduction | Presenter
8/30/2013
Kyle Wright, Solution Architect, C5 Insight
linkedin.com/in/KyleMcQuenWright
kyle.wright@c5insight.com
Page 78/30/2013
KEY FEATURES
IN SHAREPOINT 2013
Page 8
11 Key Features in SharePoint 2013
Web content
management
Search
Social Computing
Business Intelligence
Branding
Mobile devices
Apps
Records management
and compliance
eDiscovery
Business Connectivity
Services
Upgrade
8/30/2013
Page 9
Key Features | Web Content Management
Core function of SharePoint
Very similar to Office products
Easy integration with Office products
Create, control and protect
8/30/2013
Page 10
Key Features | Search
FAST search is now included
Vastly improved user interface
Result blocks
Query suggestions
New relevance model
New options and settings for site owners
Continuous Crawl
8/30/2013
Page 11
Key Features | Social Computing
My Sites
• Document libraries can by synced locally
• Microblogging and feeds
• Following
• Tagging
Communities
• Built around discussions and sharing
outside of traditional silos
• Discussions can be organized into
categories
• Gamification
8/30/2013
Page 12
Key Features | Business Intelligence
PowerPivot
Excel Services
Power View
Performance Point
Visio Services
SQL Server Reporting Services
8/30/2013
Page 13
Key Features | Branding
SharePoint doesn’t have to look like SharePoint
Web designers who work with HTML, CSS and JavaScript
already have the necessary skills to design a SharePoint site
Bring SharePoint to your design
Design Manager and Snippets
8/30/2013
Page 14
Key Features | Mobile Devices
Optimized mobile browser
experience
Device channels
Push notifications
Location
8/30/2013
Page 15
Key Features | Apps
New development
model
Extend functionality
of SharePoint
Public and private
app catalogs
8/30/2013
Page 16
Key Features | Records Management and Compliance
In-Place Records Management
Records Center Archive
Retention Schedules
Site Policies
8/30/2013
Page 17
Key Features | eDiscovery
Discovery Center site collection template
Integration with Exchange and file shares
Export content or keep in place
8/30/2013
Page 18
Key Features | Business Connectivity Services
Allows access to data outside of SharePoint
Allow for user interaction
External event listeners
8/30/2013
Page 19
Key Features | Upgrading to 2013
No in-place upgrade
Upgrade service
applications and
content
Upgrade the environment
separate from content
Health Checker
For more information,
see our presentation
on Upgrading to
SharePoint 2013
8/30/2013
Page 208/30/2013
HOW TO GET STARTED
IN SHAREPOINT
2013 ONLINE
Page 21
Get Started in SharePoint 2013 | Overview
Several licensing models
Great way to try SharePoint
http://office.microsoft.com/en-us/business/
8/30/2013
Page 228/30/2013
HOW TO BECOME
PRODUCTIVE IN
SHAREPOINT 2013
Page 23
Become Productive | Our Suggestions
Ideas to Implement Immediately in SharePoint 2013:
• Find a workflow or collaboration bottleneck
• Use a SharePoint document library for your next meeting
minutes, agendas and supporting documents
• Create a blog and encourage comments
8/30/2013
Page 24
Thanks for Attending | Stay in Touch

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Getting Started in SharePoint 2013

  • 1. © 2000 - 2013 C5 Insight All rights reserved. Proprietary and confidential. May not be reproduced or distributed without written permission. Getting Started in SharePoint 2013 Key features, upgrade tips, and ideas to help you become productive immediately
  • 2. Page 2 Non Disclosure Agreement For the purposes of this document, and except as otherwise expressly provided in this document, "Confidential Information" means any information that C5 Insight, Inc. (“C5 Insight”) desires to protect against unrestricted disclosure by the receiving party (“Recipient”). The Recipient agrees that it will hold in confidence the Confidential Information disclosed within this document and any documents, presentations, software, methods or other information shared by C5 Insight in print, electronic, verbal or any other format. The Recipient shall exercise reasonable care to protect the Confidential Information from unauthorized disclosure, which care shall in no event be less than the Recipient takes to protect its own Confidential Information of a like nature. The Recipient may disclose Confidential Information only to its employees or agents who need to know such information for purposes of this agreement, and shall inform such employees and agents, by way of policy and agreement, that they are bound by obligations of confidentiality. The entire content of this statement of work is classified as Confidential Information and by reading any further content within this document, the recipient is bound by the terms of this non-disclosure agreement. 8/30/2013
  • 3. Page 3 Getting Started in SharePoint 2013 | Agenda Brief introduction to our firm & our presenter Key features in SharePoint 2013 How to get started in SharePoint 2013 How to be productive in SharePoint 2013, immediately 8/30/2013
  • 4. Page 4 Introduction | Our Firm & Presenter 8/30/2013
  • 5. Page 5 Introduction | C5 Insight Technology Consulting Firm Founded in 2000 by Geoff Ables and Curtis Hughes Headquartered in Charlotte, N.C. Experience & Expertise: • Collaboration tools • Customer, Employee and Partner Portals • Customer Relationship Management (CRM) and Extended Relationship Management (xRM) • Business Analytics and Intelligence • Custom Application Development 8/30/2013
  • 6. Page 6 Introduction | Presenter 8/30/2013 Kyle Wright, Solution Architect, C5 Insight linkedin.com/in/KyleMcQuenWright kyle.wright@c5insight.com
  • 8. Page 8 11 Key Features in SharePoint 2013 Web content management Search Social Computing Business Intelligence Branding Mobile devices Apps Records management and compliance eDiscovery Business Connectivity Services Upgrade 8/30/2013
  • 9. Page 9 Key Features | Web Content Management Core function of SharePoint Very similar to Office products Easy integration with Office products Create, control and protect 8/30/2013
  • 10. Page 10 Key Features | Search FAST search is now included Vastly improved user interface Result blocks Query suggestions New relevance model New options and settings for site owners Continuous Crawl 8/30/2013
  • 11. Page 11 Key Features | Social Computing My Sites • Document libraries can by synced locally • Microblogging and feeds • Following • Tagging Communities • Built around discussions and sharing outside of traditional silos • Discussions can be organized into categories • Gamification 8/30/2013
  • 12. Page 12 Key Features | Business Intelligence PowerPivot Excel Services Power View Performance Point Visio Services SQL Server Reporting Services 8/30/2013
  • 13. Page 13 Key Features | Branding SharePoint doesn’t have to look like SharePoint Web designers who work with HTML, CSS and JavaScript already have the necessary skills to design a SharePoint site Bring SharePoint to your design Design Manager and Snippets 8/30/2013
  • 14. Page 14 Key Features | Mobile Devices Optimized mobile browser experience Device channels Push notifications Location 8/30/2013
  • 15. Page 15 Key Features | Apps New development model Extend functionality of SharePoint Public and private app catalogs 8/30/2013
  • 16. Page 16 Key Features | Records Management and Compliance In-Place Records Management Records Center Archive Retention Schedules Site Policies 8/30/2013
  • 17. Page 17 Key Features | eDiscovery Discovery Center site collection template Integration with Exchange and file shares Export content or keep in place 8/30/2013
  • 18. Page 18 Key Features | Business Connectivity Services Allows access to data outside of SharePoint Allow for user interaction External event listeners 8/30/2013
  • 19. Page 19 Key Features | Upgrading to 2013 No in-place upgrade Upgrade service applications and content Upgrade the environment separate from content Health Checker For more information, see our presentation on Upgrading to SharePoint 2013 8/30/2013
  • 20. Page 208/30/2013 HOW TO GET STARTED IN SHAREPOINT 2013 ONLINE
  • 21. Page 21 Get Started in SharePoint 2013 | Overview Several licensing models Great way to try SharePoint http://office.microsoft.com/en-us/business/ 8/30/2013
  • 22. Page 228/30/2013 HOW TO BECOME PRODUCTIVE IN SHAREPOINT 2013
  • 23. Page 23 Become Productive | Our Suggestions Ideas to Implement Immediately in SharePoint 2013: • Find a workflow or collaboration bottleneck • Use a SharePoint document library for your next meeting minutes, agendas and supporting documents • Create a blog and encourage comments 8/30/2013
  • 24. Page 24 Thanks for Attending | Stay in Touch