SharePoint 2013 Overview and How to's

1. LUNCH AND LEARN SERIES
SEARCH, SHARING, SHAREPOINT APPS AND CONTENT PUBLISHING
(INTRANET, EXTRANET AND INTERNET)

2. ABOUT ME BERT BLEVINS
Is 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
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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
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Past Creations (Solutions/Features/Apps)

4. FORMAT OF THE LUNCH AND LEARNDeep Dive
Presentation Time Continuum
Lunch & Learn
Broad Focus
Specific Focus
SearchW(E)CMArchitecture Federation BrandingService Apps Development Configuration ManagementSPOBizIntelIntegration
Demo/Hands On
Parking Lot
of Ideas 4

5. FORMAT OF THE LUNCH AND LEARNDeep Dive
Presentation Time Continuum
Lunch & Learn
Broad Focus
Specific Focus
SearchW(E)CMArchitecture Federation BrandingService Apps Development Configuration ManagementSPOBizIntelIntegration
Demo/Hands On
Parking Lot
of Ideas
5

6. FORMAT OF THE LUNCH AND LEARNDeep Dive
Presentation Time Continuum
Lunch & Learn
Broad Focus
Specific Focus
Eating Activity
SearchW(E)CMArchitecture Federation BrandingService Apps Development Configuration ManagementSPOBizIntelIntegration
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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
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8. SCREENSHOTS/DEMO
MAIN INTERFACE, 365, SCA, SERVER VIEW
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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 Admin
5. Go to Sites
6. Click on Main Site Collection
7. 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
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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.aspx
http://blogs.msdn.com/b/sharepointdev/archive/2012/11/13/customize-the-sharepoint-2013-search-experience-with-a-content-enrichment-
web-service.aspx
• Cross-Site Publishing
http://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 Pro
http://office.microsoft.com/en-us/sharepoint-server-help/what-is-skydrive-pro-HA102822076.aspx
• Work Management
http://blogs.msdn.com/b/mspfe/archive/2012/08/22/the-brilliance-of-sharepoint-2013-s-new-work-management-service-application.aspx
• Distributed Cache
http://blog.idera.com/sharepoint/the-five-minute-cheat-sheet-on-sharepoint-2013s-distributed-cache-service/
• Device Channels
http://msdn.microsoft.com/en-us/library/jj862343.aspx
• Integration Points
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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?»
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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
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13. EDISCOVERY
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14. DEMO OR SCREENSHOTS
SEARCH PREVIEW DEMO
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Steps to View and Work with:
1. Load documents into your 365 Trial Account
2. Wait about 2 or 3 minutes
3. 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
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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
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Steps to Work With:
1. Go to your 365 trial account
SharePoint site
2. Click SkyDrive
To Use the Sharing Feature
1. Go to your 365 trial account
SharePoint site
2. 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.
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18. DEVICE CHANNELS
• Target UI / Functional Controls to Devices
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19. APP MODEL
• SharePoint Store
• Organizational Catalog
• Apps to Get Functionality
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Steps to Achieve:
1. Click Add App in the SharePoint menu (gear)
2. Select SharePoint Store
3. Find an App to Add
4. 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 Manifest
Web Page
HTML/CSS/JS
APP
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21. CHOOSING A HOSTING OPTION
SharePoint
App Web
SharePoint
Host Web
Windows Azure
Websites
SharePoint
Host Web Your hosted site
SharePoint
Host Web
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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
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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
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24. INTRANET PERSPECTIVE
• Apps
• App Catalog
• SharePoint Catalog
• Workflow
• My Site
• Sharing
• Work Management
• Social
• SharePoint Import (old Active Directory import)
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25. COMMUNITY TEMPLATE
• Community Template
• Badges
• Mentions
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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)
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27. EXTRANET
• Federation
• Sharing with External Users via Microsoft Accounts
• Translation Service
• Project Site (synchronization)
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28. DEVELOPMENT PERSPECTIVE
• Visual Studio
• Farm
• User
• App
• SharePoint Designer
• MasterPage
• Workflow
• PowerShell
• SharePoint
• Design Manager
• NAPA
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29. PERFORMANCE STANDPOINT
• Distributed Cache Service
• BCS
• EffectiveUserName to Backend Data (Excel Services, PerformancePoint, SSAS)
• Search
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30. TECHNICAL MANAGEMENT PERSPECTIVE
• “Upgrading from 2010”
• Virtualization Support
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31. USER EXPERIENCE VANTAGE POINTS
• Search – Search Preview
• Quick Edit
• SkyDrive Pro
• Sharing via MS Accounts
• Timeline Views
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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
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33. STRATEGIC MATRIX OF SHAREPOINT 2013
BIZ VALUE
Time
Business ValueRisk | Reward | Impact
Quick Wins Prototype Enhance Hero Making Enabler Long-term
Pain Point
Relief
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
&
Organizatio
n
Positioning
What role
does IT
Have
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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
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35. PROTOTYPE
• Search – Document Previews
• Prototype Apps
• Connected Data Systems
• Help Desk
• Executive Dashboards
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36. 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
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38. HERO MAKING BUSINESS
• Community
• Mentions
• Badges
• Ratings
• Commenting / Replies
• App Inclusion
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39. ENABLER
• Work Management
• Translation Services (XLIFF format for export)
• Search
• Content Publishing
• Corporate Taxonomy
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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
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41. WE LOOK FORWARD TO SEEING YOU AT
THE NEXT SESSION!
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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.
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