who moved my sharepoint (to 2013)

engineering intelligence

WHO MOVED MY SHAREPOINT (TO 2013)?WHAT BUSINESS USERS NEED TO KNOW ABOUT UPGRADING TO SHAREPOINT 2013

Our Agenda Today

Improved Efficiencies

Enhanced Search

FunctionalitySocial

FeaturesWorld of

WorkflowsSite

Administration

About EntranceWho is Entrance? Who is Theresa Eller?

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

• “information as an asset”• Data you already have is your

company’s largest source of untapped potential

•“fluent in energy”• Asset Companies

• Upstream• Midstream• Downstream

• Service Companies• Field• Manufacturing• Engineering

Information: The next big unconventional asset play

Key Messages Service Offerings

Business•Process Engineering•Automation•Workflow•Best Practices

Technology•Software strategy•Microsoft platform (SharePoint, SQL, .Net)

•Business Intelligence (BI)

•Data/Information Management

• 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

Who is Theresa Eller?Experience & Education• Entrance Software

(Houston, TX)• SharePoint Consultant

•BA in Public Relations• Ragin Cajun!

•MA in Teaching & Learning with Technology

•Toastmasters International Member (since 2001)

•Twitter: @SharePointMadam•Email: theresaeller@gmail.com

SharePoint Career Path

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

•Performance• Minimal download strategy (MDS)• Object caching

•Mobile browser support

•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

•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

•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

Community Sites and Portal

•Replace discussion boards•Focus on conversations•Encourage shared interests

•Promote gamification• Badges• Reputations

Demohttp://es-sp2013-1/sites/theresa/SitePages/Home.aspx

Enhanced Search Features

What’s New in Search

•FAST now integrated•Type-ahead (or key-ahead)•Remembers previously clicked links

•Displays how many times a document has been viewed

•Set limits before or after entering your search term

•Available with or without item counts (where applicable)

• Image Credit: Search is Everywhere! What you need to know about Search in SharePoint 2013 Preview by Corey Roth

Refiners

Visual Preview

• Image Credit: Search is Everywhere! What you need to know about Search in SharePoint 2013 Preview by Corey Roth

Next Session

•Configuring SharePoint Search for an optimal document management experience

Social Features

Making social features useful for business

purposes

Microblogging

•Mentions• @[username]

•Hashtags• #yourchoice

•Microblog format

•Follow sites, people, documents•Automatically displayed in newsfeed

Newsfeed

•In Outlook, drag emails, documents, or attachments into the site mailbox

Site Mailbox (1 of 2)

• Image Source: Site Mailboxes in the new Office

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

World of Workflows2010 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

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•No integration with workflows in SP2013• Future integration is rumored

Site Administration

Efficiencies for Site Administrators

•Edit Quick Launch directly with page in Edit mode

•Out of the box branding capable through Design Manager

•Site collection owners can compare 2010 to 2013 and determine when to upgrade

What I Don’t Like About SharePoint

What I Don’t Like About SP2013

•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

•Create new subsite hidden at bottom of Site Contents page

Questions?

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