LUNCH AND LEARN SERIESSEARCH, SHARING, SHAREPOINT APPS AND CONTENT PUBLISHING

(INTRANET, EXTRANET AND INTERNET)

2

ABOUT ME BERT BLEVINSIs a Certified Microsoft Professional who has Microsoft certifications in: SharePoint 2013, 2010, 2007; Office 365, Project Server and ITILv3. Over the 15 years has worked with the nations largest companies and government institutions.

Created some leading edge Microsoft webparts and solutions including: (next page)

Live in The Woodlands and in his spare time trains for Ironman triathlon events and marathons.

• SharePoint Certification: 2013, 2010,2007 Office 365 Certification ITILv3 Certification

• Achievement of Professional Microsoft Certifications including SharePoint administrator, developer and professional

• Ignite Early Adopter participant for Office 365 and SharePoint 2013, Project Server 2013

• ITILv3 Certification for technology change management, projects and orchestration (London)

• Recipient of AIMS Spot Award (Company Service Excellence Award)

• Train the Trainer Microsoft SharePoint MVP Training (London) SharePoint Advanced Administration

• Quality Action Teams Training and Quality Management Facilitator Certification

• Past University of Phoenix and Western Kentucky University Adjunct Professor

• Past President of Houston SharePoint User Group

• Top 40 Under 40 Award,’ Las Vegas Business Rising Stars, InBusiness Magazine

• Chamber of Commerce “Circle of Excellence” Award

3

• Bookmark Tiles

• SharePoint & 365 Mobile Aggregator

• MasterPage Changer Based on List Elements

• Custom User Card Display Contact with Presence Webpart

• Document Library Append Name to Title Formatting Site Feature

• SharePoint Cascading Selection Webpart

• Screen Clipping to Clipboard using Ajax Feature

• Ajax Filter on List Webpart

• SharePoint Ask For Help - Direct Notification to Helpdesk

• Site Collection Tools - Copy views, activate site features in bulk, copy workflows in bulk

• SharePoint Hide QuickLauch and All Site Content

• Document Archive

• Document Mover

• SharePoint Alert Creation Tool - Users

• Bookmark from Browser Import to List

• User Comment Append

• Metro Interface with Live Tiles from SharePoint List

• SharePoint Calendar Aggregation

• SharePoint PrintList

• Project Site Provisioning

• Task Import to SharePoint list from CVS

• GrabLinks

• SharePoint Export Excel to Document Library

• SharePoint Webpages Slideshow

• Backup Apps for Desktop/UNC to Azure or Amazon S3

• Bulkdoc Importer

• Calendar Aggregator

• JQuery rotator of Image from settings file

• Move Docs

• Archive List Items

• Workflow Copier

• Alert Creator

• MasterPage Switcher

• Theme/Site Template Restriction

• Create and copy views

• Site Provisioning

• Document Library Provisioning

• REST via GUI (Query Creation Tool)

• Batch Email Send

• Word Merger with SharePoint list Data from Word Document Template

• Cascading Dropdowns

• Excel Export to Document Library (SharePoint list Data)

• User Card (business card look from User Profile on site ) Contact Webpart

• Claims information from Identity token attributes

• Web clipper Feature (clip web images on site)

• Ask for Help Webpart

• Ajax Filter on List with Sort

• Ajax Filter with Tooltip

• Hide All Site Content and Quick Launch

• Calendar Content Type - Aggregation

• Project Management Template - Sandbox

• Workflow Starter - Drag n Drop

• Comment Append User List

• Sandbox Comments to User List

• Columns Workflow

• List Item Redirector

• Visual Workflow Drag n Drop

• Word Office Add-in for SharePoint Merge

• Site Template Limiter

• Batch Send Email from SharePoint

• Print List Items from SharePoint list

• Custom Field Creator

• Server Health Reporting Webpart

• Online Form Capture from Wufoo

• Default Value Editor

• List Auditor

• Dynamic Gridview List Ordering

• Mailmerger from SharePoint

• Auditing List

• Metadata Search - Predictive off of Metadata values

• Workflow Actions

• Bar JQuery display with Quicklinks

Past Creations (Solutions/Features/Apps)

4

FORMAT OF THE LUNCH AND LEARNDeep Dive

Presentation Time Continuum

Specific Content Coverage

Lunch & Learn

Broad Focus

Specific Focus

SearchW(E)CMArchitecture Federation BrandingService Apps Development Configuration ManagementSPOBizIntelIntegration

Demo/Hands On

Parking Lot of Ideas

5

FORMAT OF THE LUNCH AND LEARNDeep Dive

Presentation Time Continuum

Specific Content Coverage

Lunch & Learn

Broad Focus

Specific Focus

SearchW(E)CMArchitecture Federation BrandingService Apps Development Configuration ManagementSPOBizIntelIntegration

Demo/Hands On

Parking Lot of Ideas

6

FORMAT OF THE LUNCH AND LEARNDeep Dive

Presentation Time Continuum

Specific Content Coverage

Lunch & Learn

Broad Focus

Specific Focus

Eating Activity

SearchW(E)CMArchitecture Federation BrandingService Apps Development Configuration ManagementSPOBizIntelIntegration

7

ABOUT SHAREPOINT 2013 AND WHY NOW?

• 2010 platform was actually architected around 2006 to 2007

• Iphone?

• Mobile?

• Facebook?

• Most were running IE6 and Server 2003* (XP was Gold Standard)

• But still..

• Office 365

• Server 2012 skipped SP1 and went straight to R2

• Days of waiting for service packs to deploy have been accelerated out of the equation

• SharePoint Online > enabled SharePoint on-premise (private cloud structures) to be stable from day 1

• Preview Version to RTM

8

SCREENSHOTS/DEMOMAIN INTERFACE, 365, SCA, SERVER VIEW

Steps to Work with 2013 Interface

1. Go to http://Office365.com and sign-up for a 30 day free trial

2. Select Enterprise (no credit card needed)3. Wait for provisioning (takes about 5 minutes

or so)4. Launch SharePoint Admin5. Go to Sites 6. Click on Main Site Collection7. View Features and work with the interface

9

A LOOK AT THE MOST EXCITING FEATURES

• Search (FAST Integration)

• Cross-Site Publishing (Major Improvement to Past Implementation)

• SharePoint Apps aka SharePoint Store and App Catalog (Try, Buy or Build Your Own)

• SkyDrive Pro (Fancy Doc Lib… but Synch Tools exist!)

• Work Management – Task Aggregation (can extend this)

• Distributed Cache – Auth Token Cache, Repeated Content, OneNote Throttling, Searches…

• Device Channels- Tailor to device (MasterPage, Layout, controls)

• Integration Points

10

A LOOK AT THE MOST EXCITING FEATURES

• Search (FAST Integration)http://blogs.technet.com/b/tothesharepoint/archive/2012/10/09/build-a-specialized-search-experience-in-minutes-with-sharepoint-2013.aspxhttp://blogs.msdn.com/b/sharepointdev/archive/2012/11/13/customize-the-sharepoint-2013-search-experience-with-a-content-enrichment-web-service.aspx

• Cross-Site Publishinghttp://blogs.technet.com/b/tothesharepoint/archive/2013/02/14/how-to-set-up-a-product-centric-web-site-in-sharepoint-2013.aspx

• SharePoint Apps aka SharePoint Store and App Catalog

• SkyDrive Prohttp://office.microsoft.com/en-us/sharepoint-server-help/what-is-skydrive-pro-HA102822076.aspx

• Work Managementhttp://blogs.msdn.com/b/mspfe/archive/2012/08/22/the-brilliance-of-sharepoint-2013-s-new-work-management-service-application.aspx

• Distributed Cachehttp://blog.idera.com/sharepoint/the-five-minute-cheat-sheet-on-sharepoint-2013s-distributed-cache-service/

• Device Channelshttp://msdn.microsoft.com/en-us/library/jj862343.aspx

• Integration Points

11

SEARCH• Content by Search Webpart!!! Monster Aggregator spans site collections to deliver results based upon

query string or values on page

• Continuous Crawl – constant seek of changes

• Query Rules – relevance and aggregate/related term values

• Display Templates – no more XSLT pain - snippets of HTML and javascript for rendering results

• Analytics Processing – items viewed, pages, user actions- calculations are injected as managed properties• Can be extended to add weighting to terms or criteria

• View counts

• Sort by popularity

• Recommendations

• Relevancy based on usage

• Search reports

• «Suggested sites to follow»

• «Are you looking for these again?»

12

SEARCH

• Promoted Terms

• Export / Import Configuration

• Operators

• Result Source – Sets of Content

• Previews

• Content Enrichment

• More Scalable!

• eDiscovery – related to search (SharePoint assets, Outlook, Lync) hold sets, export

13

EDISCOVERY

14

DEMO OR SCREENSHOTSSEARCH PREVIEW DEMO

Steps to View and Work with:1. Load documents into your 365 Trial Account2. Wait about 2 or 3 minutes3. Do a search 4. View and work with Search Preview

15

CROSS SITE PUBLISHING

• Product Catalog ‘Content Catalog”

• Reuse Content

• Leverages Search

• Authoring Site Collection > Target Site Collections

16

SKYDRIVE PRO

Personal hard drive in the (or document library for on-premise) cloud, the place you can store, share and sync your files

Steps to Work With:1. Go to your 365 trial account

SharePoint site2. Click SkyDrive

To Use the Sharing Feature1. Go to your 365 trial account

SharePoint site2. Click SkyDrive or a

document which you previously loaded to another document library

3. Click Share and follow steps

17

WORK MANAGEMENT

• Aggregate Work/tasks

• Users get the possibility to view and track their to-dos and tasks.

• Tasks can be cached to a users personal site.

• Tasks can sync to Outlook where users can edit them wherever they have access to Outlook.

• Tasks can be aggregated from Exchange, Project Server and SharePoint.

• Based on 'Provider model' so that other systems can be integrated in the future.

18

DEVICE CHANNELS

• Target UI / Functional Controls to Devices

19

APP MODEL

• SharePoint Store

• Organizational Catalog

• Apps to Get Functionality

Steps to Achieve:1. Click Add App in the SharePoint menu (gear)2. Select SharePoint Store3. Find an App to Add4. Login with a Microsoft Account (not confused with your

new 365 account / needs to be Live ID)5. Add the App 6. Confirm and Authorize it

20

NEW APP MODEL

App ManifestWeb PageHTML/CSS/JS

APP

21

CHOOSING A HOSTING OPTION

SharePoint App Web

SharePoint Host Web

Windows Azure Websites

SharePoint Host Web Your hosted site

SharePoint Host Web

SharePoint-hosted Autohosted Provider-hosted

Client-side code only Cloud apps

22

INTEGRATION POINTS

• Visio Services

• Access Services

• Excel Services

• Office Web Applications

• New Workflow Model

• Share “publish” Service Applications to 2010

• Microsoft Project

• Office Applications

23

SHAREPOINT INTEGRATION EXAMPLES

Visio Services• Visio Services refreshes from a

number of data sources

• Excel Services

• Ranges and Tables

• SharePoint Lists

• Native Lists

• External Lists (BCS)

• SQL

• SQL Server

• SQL Azure

24

INTRANET PERSPECTIVE

• Apps

• App Catalog

• SharePoint Catalog

• Workflow

• My Site

• Sharing

• Work Management

• Social

• SharePoint Import (old Active Directory import)

25

COMMUNITY TEMPLATE

• Community Template

• Badges

• Mentions

26

INTERNET PERSPECTIVE

• Responsive Design (HTML5 js and css3)

• Device Channels

• Search – Faceted Navigation/Refiners

• MasterPages / Page Layouts (HTML),Script Webpart

• Search Engine Friendly URLs http://fitplace.com/fitness/shoes

• Host Header Site Collections vs path based (now URL’s can be assign to SC within Zones)

• Translation Service (Publishing) – Keywords, URLs, Navigation

• Cross-site Publishing with Variations (use Localization)

27

EXTRANET

• Federation

• Sharing with External Users via Microsoft Accounts

• Translation Service

• Project Site (synchronization)

28

DEVELOPMENT PERSPECTIVE

• Visual Studio

• Farm

• User

• App

• SharePoint Designer

• MasterPage

• Workflow

• PowerShell

• SharePoint

• Design Manager

• NAPA

29

PERFORMANCE STANDPOINT

• Distributed Cache Service

• BCS

• EffectiveUserName to Backend Data (Excel Services, PerformancePoint, SSAS)

• Search

30

TECHNICAL MANAGEMENT PERSPECTIVE

• “Upgrading from 2010”

• Virtualization Support

31

USER EXPERIENCE VANTAGE POINTS

• Search – Search Preview

• Quick Edit

• SkyDrive Pro

• Sharing via MS Accounts

• Timeline Views

32

TOP “EFFICIBLAST” FEATURES OF SHAREPOINT 2013 • Preview Panel Search

• Metadata Navigation

• Graphical Date Range Slicer

• Maximize Screen

• Follow (social)

• Page Edit Function

• Office Web Applications

• SkyDrive Pro (Synch) & Client Download

• Work Management

33

STRATEGIC MATRIX OF SHAREPOINT 2013 BIZ VALUE

Time

Business ValueRisk | Reward | Impact

Quick Wins Prototype Enhance Hero Making Enabler Long-term

Pain PointRelief

Pet Project which

cannot be done in current

platform

Either time to upgrade old or take advantage

of new capability

Make People

Look Good

Bring Them On-Board

Enable Smart

People to do Their

Job Better with More Effective

Tools

Company &

Organization

Positioning

What role does IT Have

34

QUICK WINS

• FAQ Sites

• Training Sites

• Collective Information

• Executive Dashboards

• Search

• Help Desk Enhancement (self service)

• Machine Based Translation (Bing Translation Service) – List/Library/Metadata/Content

35

PROTOTYPE

• Search – Document Previews

• Prototype Apps

• Connected Data Systems

• Help Desk

• Executive Dashboards

36

Thank you to Tech Ed, SharePoint9 1 1, MSDN, TechNet, Contoso, Fabrikam for screen images!

37

ENHANCE

• Search

• Intranet (Site Collection Upgrades – Request Evaluation Sites)

• Extranet – Federation and Sharing (Office 365)

• Internet (Focused Sub Sites aka Microsites)

• Responsive Intranet

• Device Channels (device targeting)…”this looks great on my iPad”

• Site Mailboxes

38

HERO MAKING BUSINESS

• Community

• Mentions

• Badges

• Ratings

• Commenting / Replies

• App Inclusion

39

ENABLER

• Work Management

• Translation Services (XLIFF format for export)

• Search

• Content Publishing

• Corporate Taxonomy

40

LONG-TERM

• Workflow (Task, Process Oriented, Repetitive)

• App Utilization (Organizational Consumerization)

• Stable Platform

• Federation / Extranet

• Disaster Recovery

• Virtualization

• 18 Month Release Cycle is in Effect

41

WE LOOK FORWARD TO SEEING YOU AT THE NEXT SESSION!

42

HELP TO GET YOU STARTED

• Questions: Please send email to bert@sharepoint.me Call 281-636-1000 (Bert Blevins) for questions specific to setting up a trial or if you want me to set you up with a SharePoint 2013 demo account (on-premise version) for 30 to 45 days or so.