Microsoft SharePoint 2013 Platform Overview · 2015. 3. 1. · As SharePoint has merged with its...

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Microsoft SharePoint 2013 Platform Overview Prepared by: Omar M. Daya

Transcript of Microsoft SharePoint 2013 Platform Overview · 2015. 3. 1. · As SharePoint has merged with its...

Page 1: Microsoft SharePoint 2013 Platform Overview · 2015. 3. 1. · As SharePoint has merged with its Search the Fast Search, new capabilities are driven: Content Processing Aka the indexing

Microsoft SharePoint 2013

Platform Overview Prepared by: Omar M. Daya

Page 2: Microsoft SharePoint 2013 Platform Overview · 2015. 3. 1. · As SharePoint has merged with its Search the Fast Search, new capabilities are driven: Content Processing Aka the indexing

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Contents

Introduction ..................................................................................................................................... 4

1. SP15 Service Application Architecture .................................................................................... 4

1.1 Enterprise content management .................................................................................... 5

1.2 Social ................................................................................................................................ 6

1.3 Search .............................................................................................................................. 6

1.4 Business Intelligence ....................................................................................................... 7

1.5 Mobile.............................................................................................................................. 8

2. Evolution of the Customization within SharePoint ................................................................. 9

3. Content Organizer ................................................................................................................... 9

4. Content Type Hub .................................................................................................................. 10

5. eDiscovery ............................................................................................................................. 10

6. Managed Meta data Service ................................................................................................. 11

7. Records management and compliance ................................................................................. 11

8. Search .................................................................................................................................... 12

9. Social ...................................................................................................................................... 13

10. Web Content Management ............................................................................................... 13

11. SkyDrive ............................................................................................................................. 13

12. Hardware Requirement ..................................................................................................... 14

12.1 Web & Application Servers | Single Server Farm .......................................................... 14

12.1.1 SharePoint 2010 vs. SharePoint “15” Comparison ................................................ 15

12.2 Database Servers ........................................................................................................... 16

12.2.1 SharePoint 2010 vs. SharePoint “15” Comparison ................................................ 16

13. Minimum Software Requirements .................................................................................... 17

13.1 Database Server............................................................................................................. 17

13.1.1 SharePoint 2010 vs. SharePoint “15” Comparison ................................................ 17

13.2 Web & Application Servers ............................................................................................ 17

14. Compatibility and Support Considerations ....................................................................... 18

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15. Setup Considerations......................................................................................................... 18

16. Prepare the Servers ........................................................................................................... 18

16.1 Pre-requisites ................................................................................................................ 18

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Introduction

SharePoint 2010 was one of the most important ECM solutions provided by Microsoft.

However when Microsoft has introduced the new version “SharePoint 2013” there was no

new features to the ECM, but there was new enhancements to the current features.

This article will discuss some of the core features of SharePoint ECM with highlighting the

newly enhancements.

SharePoint SP15 is built on the same architecture as we had already in 2010. The Model

itself hasn’t change that much. However, a lot of enhancements have occurred to utilize

the capabilities of SharePoint. The improvements included:

Shredded Storage

SQL Improvements

Cache Service: cross server caching.

Request Management

Themes

Sharing

1. SP15 Service Application Architecture New service applications available and enhancements to the existing ones.

Office web apps are no longer a service application.

Web analytics is no longer a service application; it is part of the search service.

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1.1 Enterprise content management

Site Level retention policy.

Discovery Center: supports searching and exporting content from file shares, Export

discovered content from Exchange and SharePoint.

Team Folders: Seamless integration of Exchange and SharePoint to provide best of both

world and end user flexibility.

Support for the tools and workflows designers use.

Variations and Content Translations.

Search Engine Optimization.

Cross Site Publishing.

Video and Embedding.

Image Renditions.

Clean URLs.

Metadata Navigation

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1.2 Social

Micro blogging: Share Content, Links and Media, Follow People, Sites and

Conversations.

Activity Feeds: Provides a view into recent activity related to content, links, media

and people.

Community: Modern community features such as achievements and reputation.

Discussions: Modern Discussion Boards.

Blogs: Client application integration, Categories, comments and moderation.

1.3 Search

New Search architecture with one unified search.

Personalized search results based on search history.

Rich contextual previews.

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1.4 Business Intelligence

Excel BI: Instance analysis through in memory BI engine, power view addin.

Excel Services: Improved Data Exploration, Field List and Field Well Support,

Calculated measures and members, Enhanced timeline controls.

Visio Services: Refresh Data from external sources, BCS and Azure SQL, supports

comments on Visio drawings, Maximum Cache size service parameter.

PerformancePoint Services: supports Dashboard migration, Filter enhancements.

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1.5 Mobile

This features checks the mobile specs whether it is capable of handling HTML5. If it is

capable, the normal views are rendered; else the classic views are rendered. This comes

down under the native capabilities of the mobile viewing.

Classic views for mobile browsers.

Automatic Mobile browser redirection.

Office Mobile Web apps: Word, PowerPoint, Excel.

Push Notifications.

Target Different Designs.

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2. Evolution of the Customization within SharePoint In SharePoint 2013, we have the ability to execute SharePoint related code from outside

the SharePoint. Therefore when the code is running outside the SharePoint, it doesn’t

compromise the SharePoint performance. This facilitates reusability of the code written

since we are not actually inside the SharePoint.

3. Content Organizer The Content Organizer can automatically do the following tasks:

Route documents to different libraries or folders In effect, the Content Organizer acts

as a gatekeeper for documents. Each time that a document is uploaded, the Content

Organizer uses rules that you created to determine where it should move the document.

Then, it routes the document to the correct library or folder, which can be located in a

different site collection. Rules can be based on a combination of content types and

metadata.

Upload all documents to a Drop Off Library . You can configure the Content Organizer

to place all uploaded documents in a Drop Off Library, where metadata can be entered

and a submission process completed.

Manage folder size You can configure the Content Organizer to monitor the number

of items in folders, and ensure that no folder contains more than a specified number of

items. By default, this limit is 2500 items, and when item number 2501 arrives, the Content

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Organizer automatically creates a new folder and places the document in it. You can

specify the number of items Content Organizer allows in a single folder.

Manage duplicate submissions When a document is uploaded that already exists in

the library, you can have the Content Organizer either use SharePoint versions, or change

the file name by adding unique characters. This makes sure that both the existing

document and the duplicate are preserved.

Maintain audit logs Content Organizer can keep audit logs about a document stored

with the document after it is routed.

4. Content Type Hub Content type hub allows the sharing of content types across site collections and web

applications. Which allows single site collection to act as content type provider and the

other site collections as consumers or replicators.

5. eDiscovery The eDiscovery functionality in SharePoint 2013 provides improved ways to help protect

your business. These improvements include the ability to perform eDiscovery queries

across multiple SharePoint farms and Exchange servers, to preserve and export discovered

content, to preserve content in-place from Exchange mailboxes and SharePoint sites while

allowing users to continue working with content, and support for search and export from

file shares.

eDiscovery is how records managers and litigators discover content in electronic format.

Typically, eDiscovery requires searching for documents, websites, and email messages

spread across laptops, email servers, file servers, and other sources, and collecting and

acting on content that meets the criteria for a legal case.

In SharePoint Server 2010, Microsoft added the Hold and eDiscovery feature, which made

it possible to place a hold on any site in SharePoint. A records manager could put

documents, pages, and list items on hold, which prevented users from deleting or editing

them. Exchange 2010 introduced a way to place legal holds on mailboxes, conduct

searches across multiple mailboxes, and use a Windows PowerShell cmdlet to export

mailboxes.

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eDiscovery in SharePoint 2013 and includes new ways to reduce the cost and complexity

of discovery. These include:

The eDiscovery Center, a central SharePoint site used to manage preservation, search, and

export of content stored in Exchange and SharePoint across SharePoint farms and

Exchange servers.

SharePoint In-Place Hold, which preserves entire SharePoint sites. In-Place Hold protects

all documents, pages, and list items within the site but allows users to continue to edit and

delete preserved content.

Exchange In-Place Hold, which preserves Exchange mailboxes. In-Place Hold protects all

mailbox content through the same UI and APIs used to preserve SharePoint sites.

Query-based preservation allows users to apply query filters to one or more Exchange

mailboxes and SharePoint sites and restrict the content that is held.

6. Managed Meta data Service

In SharePoint 2013, the managed metadata service continues to offer features that are

important for delivering enterprise information architecture. Some of these benefits

include:

Centralized management of terms

Delegation of term management to content owners

Consistent use of terminology

Dynamic on the fly term addition ability

Better search and navigation

7. Records management and compliance The records management and compliance features in SharePoint 2013 provide improved

ways to help you protect your business. The records archive and in-place record retention

from earlier versions of SharePoint Server are still supported, and SharePoint 2013

introduces retention policies that can be applied at the site level.

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8. Search Enterprise search in SharePoint Server 2013 includes many of the capabilities of SharePoint

Server 2010 and provides numerous improvements, such as in query processing and

targeting of search results. Administrators can configure search to enable users to find

relevant information more quickly and easily than ever before.

As SharePoint has merged with its Search the Fast Search, new capabilities are driven:

Content Processing

Aka the indexing pipeline. In SharePoint 2013, this resembles the FAST pipeline and

looks to have retained important features. The content processing component also

writes information to a “link database”. This information can be subsequently used by the

analysis processing component to calculate link popularity statistics and provide

relevancy weighting possibilities. Anchor text within links can also contribute to page

content for ranking purposes. These are core techniques used by Google and Bing out

on the Web. Applying them to private data sets (where most documents are not

interlinked) will need to be done with some thought, but never-the-less, it is good to see

that these capabilities have been carried over into SharePoint 2013.

Entity extractors, commonly used with SharePoint 2010 implementations to create

custom refiners (search navigators) are retained. Importantly, there is a capability to call

out to Web Services and perform custom content processing tasks. This is now called

the “Content Enrichment Web Service”. FS4SP has a similar capability with SharePoint

2010 and it is a useful backstop to have available. For example, we’ve recently helped a

number of SharePoint 2010 customers to slice large technical documents into “sensibly

searchable chunks” using this facility, a customization that greatly enhanced searcher

productivity.

Analytics Processing

This component enables additional context to be introduced during the indexing

process, which can later be used to customize relevancy ranking and for other purposes.

Input to the analysis process is provided by the Link Database, describing how

documents are linked, and from search and user behavior analytics. The latter enables,

for example, "popular documents" to be promoted up the results list.

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9. Social The social computing and collaboration features in SharePoint 2013 offer an improved

administration and user experience, in addition to new functionality for enterprise users to

share and collaborate with others in their organization. The introduction of Community

Sites offers a forum experience to categorize discussions around subject areas, and to

connect users who have knowledge or seek knowledge about subject areas.

Additionally, the new Community Portal enables a search-driven result page of

communities for users to discover and explore from a link on their My Sites. Improvements

to My Sites offer a more intuitive workflow for users to develop their personal profiles,

store content, and keep up-to-date with activities of interest through the use of the new

microblog and feeds experience.

10. Web Content Management The web content management improvements in SharePoint 2013 simplify how you design

publishing sites, and enhance the authoring and publishing processes of your

organization. It also contains new features that use enterprise search to surface dynamic

web content on publishing sites.

Features are:

Content authoring improvements

Variations for multilingual sites

Cross-site publishing

Catalog-enabled libraries and lists

Managed navigation

Category pages

Friendly URLs

Analytics and recommendations

Device-specific targeting

11. SkyDrive SkyDrive Pro is your professional library—the place to keep your work documents and

other files. You can think of SkyDrive Pro as your SkyDrive for business. When you store

your files on SkyDrive Pro, only you can see them, but you can easily share them with co-

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workers and access them from your mobile devices. Your files are safely kept in the cloud

with SharePoint Online or on your company’s SharePoint Server 2013 servers, depending

on what your company has set up.

SkyDrive Pro lets you:

Store and organize your private documents and other files in a secure location in

the cloud or on your company’s SharePoint servers.

Share files and folders with other people in your organization and give them

permission to review or edit the content.

Synchronize files and folders in your SkyDrive Pro and other SharePoint libraries

with your computer or mobile devices, so you can access your content offline.

12. Hardware Requirement

12.1 Web & Application Servers | Single Server Farm

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12.1.1 SharePoint 2010 vs. SharePoint “15” Comparison

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12.2 Database Servers

12.2.1 SharePoint 2010 vs. SharePoint “15” Comparison

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13. Minimum Software Requirements

13.1 Database Server

13.1.1 SharePoint 2010 vs. SharePoint “15” Comparison

13.2 Web & Application Servers

64 bit edition of Windows Server 2008 R2 Service Pack1 (SP1)

Preparation tool installs the following Pre-requisites

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14. Compatibility and Support Considerations

15. Setup Considerations

16. Prepare the Servers

16.1 Pre-requisites

SharePoint Preparation Tool

1. Checks for presence of pre-requisites.

2. Installs and configures required packages.

3. Requires internet connection to pull down missing pre-requisites.