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What's New for IT Professionals in SharePoint Server 2013
 

What's New for IT Professionals in SharePoint Server 2013

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What's New for IT Professionals in Sharepoint Server 2013

What's New for IT Professionals in Sharepoint Server 2013

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  • The following materials are included with your kit:Clinic Handbook A succinct classroom learning guide that provides all the critical technical information in a crisp, tightly-focused format, which is just right for an effective in-class learning experience.
  • Total time for this module: 35 minutes
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  • Timing guide: 2 minutes Note that you must use PowerShell to manage routing rules and throttling rules.
  • Timing guide: 2 minutes Office Web Applications and SharePoint apps are covered in more detail later in this lesson. The search service is covered in the next module. 
  • Timing guide: 1 minute 
  • Timing guide: 3 minutesConsider briefly showing how document libraries and lists are displayed as apps in the SharePoint site user interface. Explain that this is to provide users with consistent terminology and user experience—libraries and lists work in exactly the same way as in previous versions of SharePoint; they are not packaged in the same way as the apps you download from the Office Marketplace. 
  • Timing guide: 2 minutesExplain that running sites in SharePoint 2010 mode is not like the Visual Upgrade feature in SharePoint 2010. Components such as site definitions, site templates, control templates, features, and web parts can all run in a genuine SharePoint 2010 mode until the site is upgraded. 
  • Timing guide: 10 minutesWeb application authentication options are covered in the next lesson. 
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  • Timing guide: 2 minutesMention that classic authentication mode will be removed in a future release, so Microsoft recommends moving to claims. SharePoint 2013 includes a PowerShellcmdlet (Convert-SPWebApplication) that you can use to convert a Windows classic authentication web application to a Windows claims authentication web application.As an aside, the Distributed Cache service relies on AppFabric 1.1 for Windows Server. Without the distributed cache, if a user was redirected to a different WFE server they would need to re-authenticate—hence the need for sticky sessions.
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  • Total time for this module: 30 minutes 
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  • Timing guide: 1 minuteYou will demonstrate adding an OData connection at the end of this lesson, so there's no need to go into more detail here. 
  • Timing guide: 1 minute  Remind participants that SharePoint 2010 used a simple request/response model to get changes from an external system. In other words, the user would need to refresh the list or view to see whether anything had changed. 
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  • Timing guide: 2 minutesThe slide is designed to emphasize the relationship between app-scoped BDC models and the farm-scoped BDC connections on which they rely. An app-scoped BDC model can be associated with only one SharePoint app. A farm-scoped BDC connection defines connection details, such as endpoint URLs and authentication information, for a specific external system instance. A BDC connection can be used by multiple BDC models. 
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  • Timing guide: 2 minutesEmphasize that the continuous crawl option described in the previous topic will improve index freshness and therefore relevance. Note that Promoted Results were called Best Bets in previous versions. 
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  • Total time for this module: 25 minutes 
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  • Timing guide: 2 minutesThe slide image shows an example of how you might use workflow stages. A helpdesk process could be modeled as a series of stages – opened, assigned, resolved, confirmed, closed. At each stage, you run a collection of conditions and actions. Transitions allow you to move freely between stages. For example, at the Confirmed stage, if the customer reports that the problem is not resolved, the workflow will return to the Assigned stage. 
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  • Timing guide: 10 minutes To perform this demonstration you will need a configured SharePoint 2013 environment that contains a list or document library with which you can associate a workflow. You will also need an installation of SharePoint Designer 2013 and Visio 2013, either on the SharePoint 2013 server or on a computer that can access the SharePoint 2013 server. 
  • Total time for this module: 30 minutes 
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  • Timing guide: 2 minutesNote that you can also use folders to structure the default content within a document set. 
  • Timing guide: 1 minuteNote that using managed metadata for navigation is covered in far more detail in Module 6. 
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  • Timing guide: 10 minutesTo perform this demonstration you will need a SharePoint 2013 installation with at least one web application provisioned. You will also need to connect your SharePoint 2013 installation to an Office Web Applications installation. 
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  • Timing guide: 2 minutesNote that eDiscovery tools are covered in the next topic. Preservations are defined and applied from a Discovery Center site. 
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  • Total time for this module: 30 minutes 
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  • Timing guide: 2 minutesNote that you will demonstrate the new My Sites functionality at the end of this lesson. 
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  • Timing guide: 12 minutesTo run this demonstration, you will need:A SharePoint 2013 environment with the User Profile Service application configured and a My Sites web application configured.An Active Directory environment containing at least three users.One or more site collections (such as team sites or project sites).Within your site collections, one or more document libraries containing sample documents.At least four sample documents to demonstrate uploading and sharing. 
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  • Timing guide: 2 minutesIf you want to provide a quick demonstration of contemporary view for mobile devices, add the query string ?Mobile=1 to the URL of a site that supports automatic mobile browser redirection (for example, a team site or a project site). 
  • Timing guide: 2 minutesThe slide shows a simplified view of how push notifications work for SharePoint. Typically, all the IT professional will need to do is activate or deactivate the Push Notifications feature. 
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  • Timing guide: 10 minutesThis demonstration  relies on the availability of the sample Product Catalog resources that were included with the SharePoint 2013 private beta 1 release. These resources include an upload script, SharePointImport.exe, that creates a Product Catalog site and adds sample data. If these resources are not available then you may want to consider providing a brief tour of the cross-site publishing functionality as an alternative demonstration. If more resources are available, you may be able to provide a more polished demonstration.To prepare for the demonstration, copy the Contoso Assets folder to the computer running your SharePoint 2013 installation, and then run the SharePointImport.exe file in the Upload Script folder. The executable should provision a Product Catalog site at http://[localhost]/sites/productcatalog and populate it with data.When the site provisioning process is complete, run a full search crawl to ensure that the product data is added to the search index.   This demonstration will need reviewing carefully against the VM set that we make available to instructors. The private beta 1 set includes demonstration data and an upload script for the source data. It also includes various publishing site resources, but no guidance on how to add or integrate them.

What's New for IT Professionals in SharePoint Server 2013 What's New for IT Professionals in SharePoint Server 2013 Presentation Transcript

  • What’s New for ITProfessionals in Microsoft®SharePoint® Server 2013Presented by:Jared Thibodeau – Senior Instructor& Internal Systems Manager
  • Introduction• Name• Company affiliation• Title/function• Job responsibility• Programming, networking, database experience• Product experience• Your expectations for the clinic
  • Clinic Materialhttp://www.microsoft.com/learning/A succinct classroom learning guide that provides criticaltechnical information to optimize yourin-class learning experience.Clinic Handbook
  • Facilities• Class hours• Building hours• Parking• Restrooms• Meals• Phones• Messages• Smoking• Recycling
  • About This ClinicDescription This first-look clinic explains the new and improved productfeatures as applicable to IT Professionals and how to install,deploy, manage, and administer SharePoint Server 2013. It alsoprovides information on how to integrate SharePoint Server 2013with key applications and how to maintain and troubleshootSharePoint Server 2013.Audience This course is intended for people who want to learn about newfeatures in Microsoft SharePoint 2013 that have been added sinceMicrosoft SharePoint 2010. This course is not comprehensivetraining on SharePoint 2013. Students should already have afoundational knowledge and skill of Microsoft SharePoint 2010.Clinic Prerequisites None
  • About This ClinicClinic Objectives• Identify the major new features in SharePoint 15 for IT Pros• Discuss the major architectural changes in SharePoint 15• Describe the major changes to the BCS and the search service• Describe the new BI and composites features in SharePoint 15• Describe the new content management and compliance features• Identify the new features for social computing and mobile users
  • Clinic Outline• Module 1: Architecture and Identity• Module 2: Business Connectivity and Search• Module 3: Business Intelligence and Composites• Module 4: Content Management and Compliance• Module 5: Social and Mobile Functionality• Module 6: Web Content Management
  • Module 1Architecture and Identity
  • Module Overview• Architecture Changes• Security and Identity Management
  • Lesson 1: Architecture Changes• Request Management• Service Applications• Office Web Applications• SharePoint Apps• Upgrading to SharePoint 2013• Demonstration: Administering SharePoint 2013
  • Request Management• Enables SharePoint to process incoming requestsaccording to configurable rules• Run in integrated mode for most environments• Run in dedicated mode for large environments andmultiple farms• Consists of three components: Request Throtting and Routing Request Prioritization Request Load Balancing• Create routing rules and throttling rules toprioritize requests and maintain service levels
  • Service Applications• The Application Management Service manageslicenses and permissions for SharePoint apps• SharePoint Translation Services providesautomated, machine-based translation ofdocuments and content• The Work Management Service aggregates taskdata from other business platforms in SharePointMy Sites• Office Web Applications and Web Analytics are nolonger service applications in SharePoint 15
  • Office Web Applications• Office Web Applications is now a separate serverproduct• You can scale your Office Web Applications andSharePoint deployments independently• One Office Web Applications farm can servemultiple SharePoint farms• Use Windows PowerShell to associate yourSharePoint farm with an Office Web Applicationsfarm
  • SharePoint Apps• A new way of distributing and exposingfunctionality through the SharePoint UI• App logic can run in the cloud or in the localenvironment• Apps can be purchased or downloaded from theOffice Marketplace• The Corporate Catalog site collection makes appsavailable across a SharePoint web application• Apps can only access SharePoint functionalitythrough the CSOM
  • Upgrading to SharePoint 2013• Database attach upgrade is the only supportedupgrade path from SharePoint 2010 to SharePoint151. Create a new SharePoint 15 server farm2. Migrate your content databases3. Perform the upgrade• Upgrade of servers and databases is now separatefrom upgrade of site collections Site collections can continue to run in SharePoint 2010mode Platform supports both SharePoint 15 and SharePoint2010 version of most components and resources
  • Demonstration: Administering SharePoint 2013• Central Administration structure is unchanged• New options for managing SharePoint apps• New service applications Application Management Service SharePoint Translation Services Work Management Service App Fabric Application Proxy• Creating web applications Only claims authentication is available through the UI
  • Lesson 2: Security and Identity Management• Authentication in SharePoint 2013• SharePoint 2013 and OAuth 2.0• Application Authentication and Authorization• Server to Server Authentication
  • Authentication in SharePoint 2013• Claims-based authentication is now the defaultoption• Classic authentication mode has been deprecated• Three types of claims-based authentication aresupported Windows claims FBA claims SAML claims• Distributed Cache service tracks FedAuth cookies• Improved logging and diagnostics forauthentication
  • SharePoint 2013 and OAuth 2.0• OAuth enables users to share specific resourceswith third parties without sharing their accesscredentials• Third parties are issued with an access token• An access token grants access to a specificresource for a defined period of time (for example30 minutes)• SharePoint 15 implements and extends OAuth 2.0for two scenarios: Application authentication and authorization Server to server authentication
  • Application Authentication and AuthorizationSharePoint1. User loads an app in SharePoint2. App requests an access token from AzureACS3. ACS authenticates app and issues tokenUserAppAzure ACS12 34564. App presents access token to SharePoint5. SharePoint returns data to app6. App presents data to user
  • Server to Server Authentication• Enterprise functionality relies on serverapplications sharing information on behalf of users• The S2S STS issues access tokens that enableSharePoint to retrieve or provide information onbehalf of users• PowerShell is used to configure trust relationshipsbetween SharePoint, Exchange, and LyncSharePoint Server Exchange ServerSharePoint STS Exchange STSTrust RelationshipAccess TokenData
  • Module Review• Module Summary• Review Questions
  • Module 2Business Connectivity andSearch
  • Module Overview• What’s New in Business Connectivity Services?• What’s New in Search?
  • Lesson 1: What’s New in Business ConnectivityServices?• OData Connections• External Events• External List Enhancements• BDC Model Scopes• Demonstration: Adding an OData Connection in SharePointDesigner 2013
  • OData Connections• BCS includes native support for OData• Generate BDC models from OData automatically inVisual Studio• Build BDC models from OData interactively inSharePoint Designer• OData provides access to a wide range of thirdparty systems and data sources
  • External EventsSharePointSharePointBDCExternalSystemODataendpointOperationsNotificationsAlerts
  • External List Enhancements• Performance improvements Limit number of results returned Sorting is performed by external system Filtering is performed by external system• Users can export external list data to Excel
  • BDC Model ScopesFarm (BCS) ScopeApp ScopeSharePoint App SharePoint AppExternal SystemsBDCConnectionBDCConnectionBDCConnectionBDC Model BDC Model
  • Demonstration: Adding an OData Connection inSharePoint Designer 2013• Create a new external content type in SharePointDesigner• Add a new data connection• Connect to an Odata provider• Explore the data and define operations
  • Lesson 2: What’s New in Search?• Search Architecture• Search Crawl• Relevance Enhancements• User Interface Enhancements
  • Search ArchitectureCrawlComponentContentProcessingComponentIndexComponentQueryProcessingComponentAnalyticsProcessingComponentCrawlDatabaseAnalyticsReportingDatabaseLinkDatabaseContentSourcesClientApplicationEvent Store
  • Search Crawl• Continuous crawl Alternative to scheduled incremental crawl Crawl processes are started automatically as required Keeps index as fresh as possible• Entity search Crawler looks for specific words or phrases, orentities, in unstructured content Could include product names or project codenames Create and deploy dictionaries containing your entities Entities are stored as managed properties
  • Relevance Enhancements• The search analytics component continually works to improverelevance• Query rules enable you to match search results to user intent• Result sources replace federated locations and search scopes
  • User Interface Enhancements• Out of the box Search results differentiated by type Hover previews of Office documents Search results optimized per user search history• Customized at search service level Result blocks provide visual grouping of particulartypes of results• Customized at site level Result types use rules to match search results Display templates determine look and feel of resulttypes
  • Module Review• Module Summary• Review Questions
  • Module 3Business Intelligence andComposites
  • Module Overview• Whats New in Business Intelligence?• Whats New in Composites
  • Lesson 1: Whats New in Business Intelligence?• Excel Services• Visio Services• PerformancePoint Services
  • Excel ServicesNew ExcelClient FeaturesSQL ServerAnalysisServicesPowerPivot DataModelsExcel Services
  • Visio Services• MaximumCacheSize parameter prevents excessiveresource consumption• New Health Analyzer rules• Updated Set-SPVisioPerformance cmdlet• End users can add comments to rendered Visiodrawings
  • PerformancePoint Services• Apply styles to dashboards• Export dashboards in their entirety• Interact with dashboards on iPad devices• Connect to Analysis Services data sources usingper-user authentication without configuringKerberos
  • Lesson 2: Whats New in Composites• Access Services and Access Apps• SharePoint Workflows• Using BCS Data in SharePoint Composites• Demonstration: Creating Workflows for SharePoint 2013
  • Access Services and Access Apps• Access Services now uses SQL Server as the datastore Each Access application has its own SQL Serverdatabase Improves performance Improves scalability• Power users can create Access apps Create a data-driven application in the Access client Package and distribute the application as a SharePointapp Offers robust, code-free solutions to businessproblems
  • SharePoint Workflows• New, backwards-compatible workflow architecture• Switch between declarative and visual designers• Use workflow stages to build state machine-likefunctionality without writing code• Built-in action for calling SOAP web servicesStage: ConfirmedStage: ResolvedStage: Assigned
  • Using BCS Data in SharePoint Composites• Work with external lists in the same way you workwith SharePoint lists Sorting, filtering, and paging Export to Excel Create alerts• Use external data to drive workflows• Use OData to extend the reach of your compositesolutions
  • Demonstration: Creating Workflows forSharePoint 2013• Switch between visual designer and text-baseddesigner• Examine available conditions, components, andactions• Add logic to a stage using the visual designer• Review the logic using the text-based designer• Add stages and build transition logic
  • Module Review• Module Summary• Review Questions
  • Module 4Content Management andCompliance
  • Module Overview• What’s New in Enterprise Content Management• Whats New in Records Management and Compliance
  • Lesson 1: What’s New in Enterprise ContentManagement• Team Folders• Document Sets• Managed Metadata• Project Sites• Demonstration: Creating and Using a Project Site
  • Team FoldersTeam FolderDocuments are storedin SharePointEmails are storedin ExchangeUsers can work withfolder contents fromSharePoint, Outlook, orOWA
  • Document Sets• Improved functionality Create folders Add OneNote notebooks Capture versions of document set as a whole• Improved search and query experience Specific result type with icon Search within document sets Supported by CBS and CBQ web parts
  • Managed Metadata• Use managed metadata to drive a variety ofdifferent functionality Provide navigation structure for publishing sites Create search-driven pages• Share term sets with specific site collections• Specify the ways in which users can use your termsets• Enhanced multilingual support Add support for any language, language pack notrequired Use SharePoint Translation Service to translate terms
  • Project Sites• Project Summary web part• Visual timeline for projecttasks• Shared calendar• Team notebook
  • Demonstration: Creating and Using a Project Site• Create a site using the Project Site template• Explore the site notebook and the OneNote WebApp functionality• Explore the tasks list and the project timeline• View the Project Summary web part• Explore the project calendar functionality
  • Lesson 2: Whats New in Records Managementand Compliance• Site-based Compliance• In-place Preservation• Discovery
  • Site-based ComplianceProject Phase ActionsStart • Site owner assigns a policy template tothe project siteIn Progress • Retention policies are automaticallyapplied to SharePoint artifacts and teamemailsEnd • Team folders are removed from OutlookUI• Expiry policy criteria are enabledExpiry • Project artifacts are deleted
  • In-place Preservation• More sophisticated alternative to putting contenton hold• Creates a snapshot of content at a particular pointin time• Users can continue to create, modify, and deletecontent• Users with permission to perform eDiscovery canlocate and retrieve preserved content• You can preserve any site artifacts and teammailboxes• Queries define preservation scope
  • DiscoveryDiscovery CaseSourcesSharePoint SitesExchange MailboxesFile SharesQueriesDate RangesAuthorsFree Text SearchDiscovery SetsExports
  • Module Review• Module Summary• Review Questions
  • Module 5Social and MobileFunctionality
  • Module Overview• What’s New in Social Computing• What’s New for Mobile Users
  • Lesson 1: What’s New in Social Computing• My Sites• Community Sites• Demonstration: My Sites in SharePoint 2013
  • My Sites• Simplified UI• Improved content management Default save location for Office clients Easy to share or move documents• Improved feeds and microblogging Participate in conversations Use mentions (@user) Use hashtags (#keyword) Follow people, documents, sites, and hashtags “Like” comments and replies
  • Community Sites• Organize discussions by category• Rate posts using star ratings, likes, and bestreplies• Enable users to earn points and achievement levels• Award gifted badges to recognize expertise
  • Demonstration: My Sites in SharePoint 2013• Browse to your My Site• Upload documents and share them with otherusers• Follow people• Follow sites and documents• Tag users• Create and follow hash tags
  • Lesson 2: What’s New for Mobile Users• Mobile Browsing• Push Notifications
  • Mobile Browsing• Mobile browser experiences Contemporary view – for mobile browsers that supportHTML5 Classic view – backwards compatible for older mobilebrowsers Automatic mobile browser redirection to mostappropriate view• Contemporary view offers enhanced features Command button – easy access to key commands Navigation Window – full-screen navigation Tap-to-open links• Device channels Customize look and feel for different mobile clients Specify master pages, page layouts, and style sheets
  • Push NotificationsSharePointSiteDeviceApplicationApp WebServiceMPNS123451. Mobile user installsa cloud-hosted app2. App registers fornotifications fromSharePoint3. App web servicehandles SharePointevents4. App web servicesends HTTP POSTto Microsoft PushNotification Service5. MPNS sends pushnotification todevice
  • Module Review• Module Summary• Review Questions
  • Module 6Web Content Management
  • Module Overview• The Authoring Process• Search-Driven Sites
  • Lesson 1: The Authoring Process• Cross-Site Publishing• Rich Content Authoring
  • Cross-Site PublishingContent SiteCollectionPublishing SiteCollection AContent SearchWeb PartsPublishing SiteCollection BContent SearchWeb PartsSearch IndexLibraries and Lists• Document libraries and lists are enabledfor cross-site publishing• Content is indexed by search service• Publishing sites use Content Search WebParts to retrieve and display indexedcontent
  • Rich Content Authoring• Rich HTML content Copy from Word to HTML web parts Add iFrames to HTML fields• Enhanced video support New Video content type Choose video frame as thumbnail preview image• Create image renditions Create multiple renditions of a single image Different sizes and dimensions Different portions of the source image
  • Lesson 2: Search-Driven Sites• Search-Driven Content• Managed Navigation and Rollup Pages• Demonstration: The Product Catalog
  • Search-Driven Content• Search-driven web parts Display dynamic content using queries Query can include dynamic property values and navigationterms• Refiners Enable users to drill down into search results Specify refinement terms manually or use managed navigationterm set
  • Managed Navigation and Rollup PagesPublishing Site CollectionProduct Catalog SiteCollectionSite NavigationProvidesnavigationstructure toRetrievecontextinformationfromManaged MetadataTerm SetProduct ListUsesmetadatafield valuesfromQuery indexeddata from Rollup Pages
  • Demonstration: The Product Catalog• Create a Product Catalog site collection• Make your product list available as a catalog Ensure the list is indexed• Create a Publishing Portal site collection• Configure a catalog connection to the product list Use the managed metadata term set from the productcatalog for site navigation Define a rollup page for categories Define a rollup page for items
  • Module Review• Module Summary• Review Questions
  • Questions and Evaluation