htf - who moved my sharepoint (to 2013)

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Who Moved My SharePoint (to 2013)?

Theresa Eller

Entrance Software

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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

• Site Collection Owner for Finance

• 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)

• Twitter: @SharePointMadam

• Email: [email protected]

SharePoint Career Path


Our Agenda Today

Improved

Efficiencies

Enhanced

Search

Functionality

Social FeaturesWorld of

Workflows

Site

Administration

Laissez les bon temps rouler!


Improved Efficiencies

Efficiencies for Business Users

and Site Administrators


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

•Can be used outside of SharePoint

•New set of features• Change tracking

• Comments

• Co-authoring

• Quick (visual) preview

• Share by link

• Short URLs


• 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 stored in SharePoint• Coauthoring and versioning available

•Available in 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

• Blog Post by Ben Naulin of Sharegate

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 for 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

• Jump to specific sections with Take a look inside

•See how many times a document has been viewed

•PDF preview available with March 2013 Public Update

Visual Preview


•Set limits before or

after entering your

search term

•Available with or

without item counts

(where applicable)

Refiners


Social Features

Making 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

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

https://*.sharepoint.com/

https://*.yammer.com/

https://login.microsoftonline.com/


Community Sites and Portal

•Replace discussion boards

•Focus on conversations

•Encourage shared

interests

•Promote gamification• Badges

• Reputations


World of Workflows

2010 Workflows?

2013 Workflows?

What’s the difference?


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


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

•SharePoint Designer 2013 will then allow

you to choose which version (2010 or 2013)

of workflow you want to create or edit


InfoPath is NOT Dead

• InfoPath 2013 is not deprecated• 2013 is possibly last version

• Very similar to InfoPath 2010

• InfoPath Services is not new or enhanced


•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


Site AdministrationNew, Different & Improved


New for Site Administrators

•Site collection owners can compare 2010 to

2013 and determine when to upgrade


Different for Site Administrators (1 of 3)

•Out of the box branding capable

through Composed Looks or Design

Manager

•Delete unique permissions• “Inherit Permissions” in SP2010



•Site Actions replaced with

Settings icon

•Settings icon returns to right side• Handy if upgrading from 2007

•Two types of Apps• Lists and Libraries

• SharePoint store applications



•Email a Link to a file is gone• Instead, right-click file and copy

hyperlink

•Create new subsite hidden at

bottom of Site Contents page


Improved for Site Administrators

•Edit Quick Launch directly

with page in Edit mode


Questions?

41

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