SPSRI - Who Moved My SharePoint (to 2013)

http://www.flickr.com/photos/boliyou/2884130773/

http://www.flickr.com/photos/boliyou/2884130773/

engineering intelligence

About EntranceWho is Entrance? Who is Theresa Eller?


We’re “IT guys” that get our hands dirty.


• 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

[email protected]

SharePoint Career Path


Our Agenda Today

Improved

Efficiencies

Enhanced

Search

Functionality

Social FeaturesElectronic

Forms

World of

Workflows

Site

Administration

Laissez les bon temps rouler!


Improved Efficiencies

Why SharePoint 2013 is

better for Business Users


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


•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


• 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


• In Outlook, drag

emails, documents,

or attachments into

the site mailbox

Site Mailbox (1 of 2)

• Image Source: Site Mailboxes in the new Office

http://blogs.technet.com/b/exchange/archive/2012/08/22/site-mailboxes-in-the-new-office.aspx


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


•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

http://www.slideshare.net/pwconsultant/spsatl-understanding-task-aggregation-in-share-point-2013


•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

http://en.share-gate.com/blog/what-is-skydrive-pro-in-sharepoint-2013


Enhanced Search Features


•FAST now integrated

•Type-ahead (or key-

ahead)

•Remembers

previously clicked

links

•Search filter options

What’s New in Search (1 of 2)


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


•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


•Set limits before or

after entering your

search term

•Available with or

without item counts

(where applicable)

Refiners


Social FeaturesMaking social features

useful for business purposes


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


Microblogging

•Mentions• @[username]

•Hashtags• #yourchoice


•Microblog format

•Follow sites,

people,

documents• Automatically

displayed in

newsfeed

Newsfeed


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

https://*.assets.-yammer.com/

https://*.sharepoint.com/

https://*.yammer.com/

https://login.microsoftonline.com/


•Yammer group

dedicated to

SharePoint

professionals

•Ask questions

•Post polls

•Participate in

discussions

•Receive advice

SPYAM

Email me for an invitation to SPYAM!


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


Electronic Forms

Is InfoPath dead?

What can I do with

Access Services 2013?


• 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


•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

http://www.pointgowin.com/seethepoint/Lists/Posts/Post.aspx?ID=55


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


World of Workflows

2010 vs. 2013 Workflows?

InfoPath 2013?

Access Services 2013?


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

http://msdn.microsoft.com/en-us/library/jj163181.aspx


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


Site AdministrationNew, Different & Improved


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


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


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


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


Questions?

SPSRI - Who Moved My SharePoint (to 2013)

Technology

Transcript of SPSRI - Who Moved My SharePoint (to 2013)