Reston SPUGPresents…19 May 2014Reston, VA

Administrative… 1st Monday of the Month

Except for May… and September… And other Special Events on other Mondays…

Reston Microsoft - these rooms… RSVP - http://www.restonspug.org Get in community on the Meetup site!

Other Stuff User Groups

FEDSPUG & WiSP - Chevy Chase - June 5 Microsoft Chevy Chase

SUGDC - Tysons Corner - June 12 Protiviti in Tysons - 1751 Pinnacle Drive

CapArea .NET SharePoint - Tyson’s - May 21 Knowlogy

SharePoint Events SPSEvents Chevy Chase - 7 June SharePoint Conference .ORG - May 19 - Reston SharePoint Fest NYC - June 18-20 - NYC SPTechCon - September 16-19 - Boston

SharePoint YammerWhere’s it at?http://www.yammer.com/spyam

Why should I join?Great visibility and access to fellow SharePointers.

What it’s cost?Just a service provider to get you there…

Interested? Invite is required… Send an email to us at info@restonspug.org and we’ll send you an invite.

Coming Soon… 19 May 2014 - Adam Levithan 2 June 2014 – Matthew J. Bailey 7 July 2014 – Tim Ferro 4 August 2014 - Working on it… 8 September 2014 - Working on it…

10 SharePoint 2013 OOTB Solutions Every Power

User Should KnowMaking Collaboration Stick

@collabadam

Adam LevithanSenior ConsultantPortal Solutionsalevithan@portalsolutions.net@portalsolutions@collabadam

Who Am I?

MottoWhy Code when you can Click?

InterestsSocial ComputingEnabling Power UsersInformation Architecture

BlogsPortal Solutions http://blog.portalsolutions.net/

AIIM Expert Blogger http://www.aiim.org/Community/Blogs

ViewDo Labs Guest Blogger http://blog.viewdolabs.com/

Who I work for

3

times selected in Office Early Adopter Program

45Full-time employees, consultants, developers, business analysts, SME

10

10 years in business

250+

SharePoint and Office365 Implementation

We deliver Digital Workplace Products and Solutions that help organizations share what they know and find what they need by connecting people, data, and content.

@collabadam

Agenda

› Typical SharePoint

› 5 OOTB Features that work across versions

› 5 New OOTB 2013 Features

› Questions

12

A Mess

Let’s Try Collaboration

Rampant growth of sites

Lack for engaged stakeholders

No clear business needs

Bad Experience

?

@collabadam

@collabadam

13

Success

Business Needs Driven

Consistency• Standards• Branding• Usage Policies• Training &

Support

Communication• Strategy• Benefits• Features

Sponsored by Leadership

Governance Teams

@collabadam

@collabadam

5 OOTB Features that work

QUESTION:What version of SharePoint are you using?

2007 2010 2013 O365

16

Let’s Build a Virtual Meeting• Reduce document sprawl and

creation of low use documentation• Accountability and tracking of

assigned activities

18

5. Create a page

@collabadam

Business Need• Find meeting

content

2007• Save web part

page in a document library

• Publishing pages

2010 - 2013• Site Pages

Library• Wiki Library• Publishing Pages

@collabadam

19

@collabadam

Add a Page

20

4. Add a Custom Column

Business Need• Reuse a single

item (row) for multiple purposes

• Rely less on naming conventions

• consistency

2007• Column in a

Library• Site Column

2010 - 2013• Column in a

library• Site Column• Managed

Metadata

@collabadam

21

Adding a column

@collabadam

22

Creating a view

@collabadam

23

3. Connect the Lists on a Page

Function• Reduce the need

for navigation• Virtualize

meeting minutes

2007-2013• Connect web

parts within page

24

Connecting Lists On a Page

@collabadam

25

2. Edit Display View Form

Function• Single point to

access all information

2007• Edit List/Library

Page

2010 - 2013• In Ribbon – Edit

Display View Form

2. Display View Forms

27

1. Document Templates

@collabadam

Function• Consistency of

documentation• Printing• Automatic

Tagging

2007 - 2013• Create

document in library with custom columns

• Save and upload as a template

28

1. Document Templates

29

@collabadam

0. Process automation

• Business NeedsReduce rework performed by Human ResourcesForm approval status and approval trackingAccountabilityGreen computing

• SolutionOne-click built-in automationCustom forms & process workflowsPaperless

0. Process automation

@collabadam

31

2013 Loops

32

NOTE TO THE OBSERVERAll Pieces of a content type

Template

Metadata

Workflow

Information Management

@collabadam

5 OOTB Features that work across versions

• Pages• Custom Column• Connecting Lists• Document Templates• Display View Forms(Process automation too)

BUT WAIT, THERE’S MORE! 5 New OOTB 2013 Features

System users are trained by consumer apps and expect enterprise apps to act

the same way.

2013 starts to takes technology out of collaboration

36

All Inclusive Search (FAST)

@collabadam

37

Document Sync (the feature currently called OneDrive for Business)

38

Document Sync – Personal Site

39

Centralized Tasks

40

Share

@collabadam

Quick Edit/Browser Independence

42

PROMOTED LINKS LIST

QUESTIONS

Other 2013 Features

Organize: Drag and Drop

Organize: Focus On Content

Organize: Task Timeline

AudioCamerasComputersHome appliancesPhonesTV and video

TERM STORE NAVIGATION TAXONOMY

Search

Product Catalog

Filter query byCATEGORY: COMPUTERS

Friendly URLhttp://contoso.com/computers

Use pagemaincategory.aspx

CONTENT SEARCH WEB PART

Managed navigation, search and topic pages

Refiners and faceted navigation

• Define refiners for catalog content drill down in catalog drive scenarios

• Provides easy filtering capabilities for catalog information

• Content editors can define which managed properties are available as refinements

• UI rending can be customized for each refiner

• Different data types have different rendering options

Unified Discovery across Exchange, SharePoint and Lync

• Find it all in one place (unified console)• Find more (in-place discovery returns the richest data)• Find it without impacting the user (Give legal team discovery, leave IWs

alone)

Discovery Center in SharePoint

Unified Preserve, Search and Export

Exchange Web Services Connect to Exchange to get mailbox data

Lync Archiving to Exchange

Exchange is the compliance store for Lync

Search Infrastructure Exchange and SharePoint use the same search platform

Liking

• Offers a way to keep track of specific posts across all the microblogging activity• Likes: is a personal view to see things you liked*

Other people don't have access to the list of everything you liked, but they can see what you liked if they look at your profile feed (About me).

• Useful to track Social activities The popularity of an item Tracking a specific post – thread

• It shows in the main consolidated feeds web part

@Me (aka: Mentions)

• Mentions give the ability to refer to a person in a microblogging post• it works independently from following

if a person gets mentioned that post will show in his or her mentions feed.

• People can mention People who are in the “Followed People” list People in the Profile DB

• User who gets mentioned receives a notification email • Newsfeed page also provides a visual notification of number of mentions

SkyDrive Pro/My Documents

• Provides a single place for users to create, share, collaborate and follow important documents• In 15 my sites have a single document library that can be user for private document as well as documents

shared with others• So it is “the” document library of your personal site and a set of views that give access to content people want

to be connected with: All: provides an overall view of documents in the My Documents Shared with me: provides the ability to show all documents that have been shared with you across people’s My

Documents

SkyDrive Pro: Folder Sync

• Provides quick and easy access to Document Libraries in the familiar Windows Explorer experience. Works for My Documents as well as other SharePoint 15 Document Libraries.

• Makes your documents accessible online, offline or in-between and your changes are automatically synced Syncs libraries across multiple devices

• Overlays on files and folders so you can easily tell if your content is in sync.• Enables quick access to useful options in the System Tray area.

New 2013 Architecture

• In general model has stayed same as in previous version• Numerous platform level improvements and new capabilities

Shredded Storage SQL Improvements Cache Service Request Management Themes Sharing

Build workflow apps integration

Manage security information rights eDiscovery

Discover

searchbusiness intelligence

Organize

documentstasksprojects

Share

socialcollaboratecommunity

• Centralize project information and communications

• Store and sync your documentation

• Create Site templates with tasks, workflows, calendars and custom libraries.

• Deep Integration with Office applications

• Availability of information inside and outside of the organization

• Capture ideas, discover answers and follow colleagues activities

• Connect with people across your organization

• Discover Interests, projects and documents they’ve worked on, tagged or rated

• Customize search to deliver more relevant results, recommending people and documents

57

Things to consider…

• Technology Security System/

Computer Variations

Who owns SharePoint? (Users, Business, Network, Database)

• Culture Is this

required Who’s in my

organization

• In Government Policy Compliance