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WHO MOVED MY SHAREPOINT (TO 2013)?WHAT’S NEW IN SHAREPOINT 2013
FOR BUSINESS USERS
sponsorsPLATINUM
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About EntranceWho is Entrance? Who are Theresa and Ron?
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We’re “IT guys” that get our hands dirty.
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• First SharePoint Site was WSS
• Site Owner for Training site
• Finance Site Collection Owner
• Corporate Trainer for
SharePoint 2010
• InfoPath/Electronic Forms
Advocate
• Farm Administrator/
Production Support
• SharePoint Consultant
Who is Theresa Eller?
Experience & Education
• Entrance Software (Houston, TX)
• BA in Public Relations
• MA in Teaching & Learning with Technology
• Toastmasters International Member (since 2001)
@SharePointMadam
SharePoint Career Path
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• SharePoint Consultant
• Custom solutions
development since 2010
• Specialized in JavaScript
development
Who is Ron Courville?
Experience & Education
• Entrance Software
(Houston, TX)
• Business Administration &
MBA degrees from LSU
@SMTP25Ron
• ron@
entrancesoftware.com
SharePoint Career Path
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Our Agenda Today
Improved
Efficiencies
Enhanced
Search
Functionality
Social FeaturesElectronic
Forms
World of
Workflows
Site
Administration
Laissez les bon temps rouler!
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Improved Efficiencies
Why SharePoint 2013 is
better for Business Users
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Efficiencies for Business Users (1 of 2)
•Drag & Drop files into document libraries• Up to 100 files
•Add new item now at top of list
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•Sharing (permissions)• Users can request that
a site, library, or list be
shared with others
• Request must be
approved by owner
Efficiencies for Business Users (2 of 2)
•Copy/paste from Word into
Content Editor Web Part• No extra code to alter formatting
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• Source: Professional SharePoint 2013 Administration by Shane Young, Steve
Caravajal, and Todd Klindt
Office Web Apps 2013
•New set of features• Change tracking
• Comments
• Co-authoring
• Embedding
• Quick (visual) preview
• Share by link
• Can be used outside of SharePoint
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• In Outlook, drag
emails, documents,
or attachments into
the site mailbox
Site Mailbox (1 of 2)
• Image Source: Site Mailboxes in the new Office
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Site Mailbox (2 of 2)
•Central filing cabinet
•Place to file project emails and documents
that can only be accessed and edited by site
members• Emails stored in Exchange
• Documents/attachments stored in SharePoint• Co-authoring and versioning available
•Requires Exchange/Outlook 2013• Not available in Outlook Web App
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•Tasks aggregated from
multiple programs to
one place
•One comprehensive
view of user tasks
•Central point for
managing tasks
• Slide Credit: Understanding Task Aggregation in SharePoint 2013 by Paul Wood
Task Aggregation
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•Not the same as
your personal
SkyDrive
•Replaces
SharePoint 2010 Workspace
•Allows users to make SharePoint content
available offline
•100MB storage quota by default
• SkyDrive vs. SkyDrive Pro Blog Post by Ben Niaulin
SkyDrive Pro
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Enhanced Search Features
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•FAST now integrated
•Type-ahead (or key-
ahead)
•Remembers
previously clicked
links
•Search filter options
What’s New in Search (1 of 2)
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What’s New in Search (2 of 2)
•Proximity Operators• NEAR
• Searches for two terms close to each other, with up to 8 words in between
• Searches for second term before or after first term
• ONEAR• Searches in order (second term after first term)
• Shorten distance between words by using (#)• e.g., NEAR(4) searches for the terms within four words
of each other
•Continuous Crawling
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•View documents without
opening them
•See how many times a
document has been viewed
•Jump to specific sections
with Take a look inside
•PDF preview available with
March 2013 Public Update
for Office Web Apps 2013
Quick (Visual) Preview
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•Set limits before or
after entering your
search term
•Available with or
without item counts
(where applicable)
Refiners
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Social FeaturesMaking social features
useful for business purposes
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20-25%Potential improvement possible in knowledge worker
productivity
70%Proportion of companies using social technologies
90%Proportion of companies that report some business benefit from them
28hoursTime each week spent by knowledge workers writing emails, searching for information and collaborating internally
Statistical Source: McKinsey
• Source: Naomi Moneypenney
• Yammer Presentation at SPTechCon Boston 2013
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Microblogging
•Mentions• @[username]
•Hashtags• #yourchoice
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•Microblog format
•Follow sites,
people,
documents• Automatically
displayed in
newsfeed
Newsfeed
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Yammer Integration
Required Settings• IE > Tools > Internet Options >
Security tab > Trusted Sites > Sites
• Add the following URLs
• https://*.assets.-yammer.com
https://*.sharepoint.com
https://*.yammer.com
https://login.microsoftonline.com
Group Feed
Home Feed
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•Yammer group
dedicated to
SharePoint
professionals
•Ask questions
•Post polls
•Participate in
discussions
•Receive advice
SPYAM
Email me for an invitation to SPYAM!
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Community Sites and Portal
•Enhanced version of
discussion boards
•Focus on conversations
•Encourage shared
interests
•Promote gamification• Badges
• Reputations
•Portal lists all available community sites
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Electronic Forms
Is InfoPath dead?
What can I do with
Access Services 2013?
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• InfoPath 2013 is not
deprecated• 2013 is possibly last
version
• Very similar to
InfoPath 2010
• InfoPath Services is
not new or
enhanced
InfoPath is NOT Dead
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•To fix, follow the steps in Lori Gowin’s blog
post:
Upgrading InfoPath and the User Profile
Service Data Connection
InfoPath Form: Username Field “Breaks”
What We Get What We Want
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What About Access Services 2013?
•Develop Access forms in client, then publish to SharePoint• Build a custom web app• Use a web app template• Download a web app
from Office store
•Requires SQL Server 2012• Separate database instance
•No integration with workflows in SP2013• Future integration is rumored
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World of Workflows
2010 vs. 2013 Workflows?
InfoPath 2013?
Access Services 2013?
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What Happens to 2010 Workflows?
•SharePoint 2010 Workflow platform has
been carried forward to SharePoint 2013• Workflows built for SharePoint 2010 will
continue to work in SharePoint 2013
Image Source: MSDN
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SharePoint 2013 Workflows
•To use SharePoint Server 2013 workflows:• Download, install, and configure Workflow
Manager to work with SharePoint Server
• Workflow Manager provides an externalized
host to run workflows
• In SharePoint Designer
2013, choose your
workflow version
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2010 vs. 2013 Workflows
2010 Workflows
• Hosted internally
• Architecture scales poorly
• Stages and Loops NOT supported
• Common CRUD operations
performed by OOTB functions
• Requires less time and
specialization for development
• May not be supported in next
version of SharePoint
2013 Workflows
• Hosted by Workflow Manager
• Scalable architecture
• Stages and Loops are supported
• Relies on difficult REST queries
for common List CRUD
operations
• Data is extracted from Dictionary
objects
• Requires more time and
specialization for development
• Will probably be supported in
next version of SharePoint
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Site AdministrationNew, Different & Improved
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New for Site Administrators
•Site collection owners can compare 2010 to 2013 and determine when to upgrade
• Image renditions• Offer differently sized versions of images
uploaded into SharePoint• Available only on Publishing sites
•Minimal Download Strategy• Reload only the elements on a page that differ
from the previously loaded page• Site feature enabled automatically for Team sites
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Different for Site Administrators (1 of 2)
•Create new subsite hidden at
bottom of Site Contents page
•Email a Link to a file is gone• Instead, right-click file and copy
hyperlink
•Delete unique permissions• “Inherit Permissions” in SP2010
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Different for Site Administrators (2 of 2)
•Site Actions replaced with
Settings icon
•Settings icon returns to right side• Handy if upgrading from 2007
•Two types of Apps• Lists and Libraries
• Custom apps from SharePoint store
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Improved for Site Administrators
•Out of the box branding• Composed Looks
• 18 choices with preview
capability
• Color palettes instead of
individual color selections
• Design Manager• Create custom Master page in HTML
or web development tool
•Edit Quick Launch directly
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Questions?
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SharePint: 6pm @ NYLO
Join today’s speakers and your fellow
attendees for the final networking event
of the day! While you’re there, enjoy a
refreshing beverage of your choice.
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