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Introduction to SharePoint 2013 WCM-DM-ECM for Business Users and Developers

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• Expose Business Users to WCM/DM/ECM new features
• Expose Developers to WCM/DM/ECM new features
• Not focused on Code are actual Demos

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  • 1. Introduction to SharePoint 2013 WCM-DM-ECM Rajesh Agadi Principal Consultant For Business Users and Developers Silicon Valley SharePoint Users Group 5/16/2013
  • 2. Slide # Enabling Intelligent Enterprises My Bio • Over 18 years of Consulting Experience • Focused on Microsoft Stack of ECM • Worked and deployed across all SharePoint versions. • Organizational Portals/Extranets/Public Sites/Migration/Branding/Workflows/Custom • Infrastructure/Information/TechnicalArchitecture and Hardcore development. • Held Consulting Architecture and Organizational Leadership roles. • MCSD and MSTS in SharePoint • http://www.linkedin.com/in/rajeshagadi • http://rajeshagadi.blogspot.com/
  • 3. Slide # Enabling Intelligent Enterprises Focus for this Presentation • Expose Business Users to WCM/DM/ECM new features • Expose Developers to WCM/DM/ECM new features • Not focused on Code are actual Demos
  • 4. Slide # Enabling Intelligent Enterprises Agenda Quick Reflect Back 1. Web Content Management 2. Document Management 3. Enterprise Content Management
  • 5. Slide # Enabling Intelligent Enterprises SharePoint Evolution Apps Branding Enhanced BI Enhanced Content management Enhanced Mobile Performance Storage eDiscovery SharePoint 2013 Service Application BI Infrastructure Performance Mobile SharePoint 2010 Business Platform Web Content Management Business Connectivity Services Excel Services Workflow Enhanced My Sites SharePoint 2007 Portal Server Team Sites Search SSP SharePoint 2003 Portal Server(2001) Team Service (2002) Digital Dashboard SharePoint 2001 Nuggests (Web Parts) Office Web Server Digital Dashboard Apps REST Claim OAuth Service Application SandBox CSOM TRUE ASP.Net Solutions ServerSideOB Cloud WSS1.0 SPS 2013 ASP.Net Ran Inside IIS STS ASP Database WebParts
  • 6. Slide # Enabling Intelligent Enterprises Evolution of SharePoint Execution Model
  • 7. Slide # Enabling Intelligent Enterprises Development Entry Points • Microsoft.SharePoint.Publishing.dll • WCF Web Serivice _vti_bin/ client.svc.->JavaScript • RESRful endpoint _api/ Maps to _vti_bin/ client.svc. _api/publishing _api/search
  • 8. Slide # Enabling Intelligent Enterprises Focused Agenda • Web Content Management (WCM) • Document Management (DM) • Enterprise Content Management (ECM)
  • 9. Slide # Enabling Intelligent Enterprises WEB CONTENT MANAGEMENT Content Authoring Improvement
  • 10. Slide # Enabling Intelligent Enterprises Branding Development • Empowering web designers & developers – Completely revamped CSS classes – Web Part rendering with DIVs, not with TABLEs – Minimizing ramp up time • Site design & branding using the technologies web developers already know & love (HTML, CSS, JS) – using their preferred design tools. – Creating and updating designs no longer requires deep SharePoint expertise • Design manager for assisting uploading templates and modifying them on-fly Design Manager
  • 11. Slide # Enabling Intelligent Enterprises Design Manager Capabilities • Provides guidance to modify master page and page layouts – Helps for converting html designs to be used in SharePoint as master pages • Editors keep updating html pages – SharePoint converts required changes for master pages and page layouts – Snippets for helping building designs • Export and Import capabilities – Packages created as Sandbox solutions which can moved cross environments
  • 12. Slide # Enabling Intelligent Enterprises Branding Deployment • As Web Site Designer you can use your favorite tool: Adobe Dreamweaver/MS Expression Web etc. • Can simply copy your html/css/javascirpt files to Master Catalog • Publishing Site is same as SP 2010 • Can Deploy SP 2010 Solution as is and run in Legacy mode • No more Branding Solution Simplified Web Site Design
  • 13. Slide # Enabling Intelligent Enterprises Device-specific Targeting • Different channels defined in site collection level (SPSite) • Define “channels” for single devices or groups of devices – based on user agents • Assign alternate “Master Pages” (shared look and feel) per channel • Selectively include and exclude portions of Page Layouts per channel by using specific control • Possible to provide cookie level override for end users • Same URL, different look and feel based on used device • Publishing Feature is necessary. Device Channel
  • 14. Slide # Enabling Intelligent Enterprises Device Channels Across Device Platforms
  • 15. Slide # Enabling Intelligent Enterprises Preview
  • 16. Slide # Enabling Intelligent Enterprises RTE Usability (paste) • Copy from Word • Paste to Rich Text Editor WP, Content Editor WP, HTML Field • Semantically correct HTML produced • In SP 2010 RTF Copy paste was not consistent
  • 17. Slide # Enabling Intelligent Enterprises Variations and Content Translation • Integrated Translation Support • Auto/Manual Translation/ Content Owner Opt-in • Machine Translation Services ->MS Translator • New Language Site Creation 50% Faster • Export in .XLIFF files (XML Localization Interchange File Format) • Support for 209 Variation labels • Limitations – Single Root Site – Unidirectional • SP2010 – Languages – Mobile • SP2013 – Languages
  • 18. Slide # Enabling Intelligent Enterprises Preview
  • 19. Slide # Enabling Intelligent Enterprises Preview
  • 20. Slide # Enabling Intelligent Enterprises Ribbon Enhancements • Single Click Actions • Popularity Trends • Incoming Links • Tags and Notes
  • 21. Slide # Enabling Intelligent Enterprises WEB CONTENT MANAGEMENT Content Rendering Improvements
  • 22. Slide # Enabling Intelligent Enterprises Minimum Download Strategy • Improves Page Rendering Performance by downloading only what is changed. • Given the Site, Master Page Chrome to stay persistent while the Page Content to change across the Site Pages. • Each Control at the core are driven by an URL and is managed by the download manager. • Publishing Sites do not support MDS • MDS is implementing by start.aspx • /sites/Legal/_layouts/15/start.aspx#/SitePages/Home.aspx • MDS is Web Scoped Feature and is ON by default. • SPWeb.EnableMinimalDownload=False • http://www.wictorwilen.se/sharepoint-2013---introduction-to-the-minimal-download-strategy-mds
  • 23. Slide # Enabling Intelligent Enterprises JSLink and Client Side Rendering (CSR) • JS Link is new Web part Property • Allows to Developer CSR Solutions • Alternate formatting, data and functionality • Help replace DVWP of SP 2010 • Create a JavaScript override file • Upload the JavaScript file to the Master Page Gallery – Set the content type and properties of the file in the Master Page Gallery • Set the JS Link property of the web part to point to the JavaScript file
  • 24. Slide # Enabling Intelligent Enterprises Image Renditions • Scaled variants to original (large) image. • Image transformation dynamically in SharePoint • Renditions are actual thumbnails. • Thumbnails are created on the fly and cached for following requests. • Consistency sized images, Resizing will resize actual image, not only it's presentation. • Optimizes page payload. • Cropping for targeting areas of pictures. • Cropped images’ file size is also reduced.
  • 25. Slide # Enabling Intelligent Enterprises Using Image Renditions
  • 26. Slide # Enabling Intelligent Enterprises Image Renditions Support • Enable Disk based BLOB Cache at Web App level (Web.config) • Required Publishing Feature • Use Asset Library (Recommended) • Video Renditions work Same as Image Renditions • Supported Image: gif, jpg, jpeg, jpe, jfif, bmp, dib, png, tif, tiff, ico, wdp, hdp • Supported Video: wmv, wma, avi, mpg, mp3, mp4, asf, ogg, ogv, oga, webm • Image Renditions stored as Property Bag of the Image File • Rendition Max Size for both Height and Width: 2048px
  • 27. Slide # Enabling Intelligent Enterprises Enable Blob Cache in Web.Config • Location • Permitted • Size in GB < BlobCache location =" E: BlobCache 14" path =".( gif | jpg | jpeg | jpe | jfif | bmp | dib | tif | tiff | ico | png | wdp | hdp | css | js | asf | avi | flv | m4v | mov | mp3 | mp4 | mpeg | mpg | rm | rmvb | wma | wmv | ogg | ogv | oga | webm | xap) $" maxSize =" 10" enabled =" true" />
  • 28. Slide # Enabling Intelligent Enterprises Video Improvements • Enable easy enterprise podcast scenarios • Video support improvements – Embedding to any content page – Thumbnail generation – Renditions also for videos – External video support to store – Multiple encodings for single video • Video player as HTML 5 implementation – Fallback to Silverlight
  • 29. Slide # Enabling Intelligent Enterprises WEB CONTENT MANAGEMENT Content Publishing
  • 30. Slide # Enabling Intelligent Enterprises Cross Site Collection Publishing • Define content to be available cross site collections. • Not just specific lists, also document and other content. • Site Collection Feature Driven. • Provides Catalog Settings at List/Lib Settings. • Publishing Site Collection, Manage catalog connections. • Works by indexing the Catalog enabled list/lib. • Content must indexed before becomes available for connect. • Content Aggregation – Author content in multiple site collections. – Catalog Enable List, Lib. – Aggregate using Content by Search web part. • Class PublishingCatalogUtility: To Publish List/Lib as catalog • Class CatalogConnectionManager: To Connect and consume Published List/Lib
  • 31. Slide # Enabling Intelligent Enterprises Preparation
  • 32. Slide # Enabling Intelligent Enterprises Catalog Settings on List
  • 33. Slide # Enabling Intelligent Enterprises Connect Catalog Enabled List
  • 34. Slide # Enabling Intelligent Enterprises Connect Settings
  • 35. Slide # Enabling Intelligent Enterprises Navigational Additional Settings
  • 36. Slide # Enabling Intelligent Enterprises Connect Only
  • 37. Slide # Enabling Intelligent Enterprises One Gotcha • If you set for navigation use, this will in turn set the Site Top and Left nav to the MMS Nav • If you disconnect the list, the Nav Still is set to MMS Nav.
  • 38. Slide # Enabling Intelligent Enterprises Product Catalog Site Template
  • 39. Slide # Enabling Intelligent Enterprises Preview
  • 40. Slide # Enabling Intelligent Enterprises WEB CONTENT MANAGEMENT Search
  • 41. Slide # Enabling Intelligent Enterprises New Search Web Parts • Content Search Web Part* • Catalog-Item Reuse Web Part* • Items Matching a Tag Web Part* • Popular Items Web part* • Recommended Items Web Part* • Refinement Panel Web part • Taxonomy Refinement Panel Web part • Articles Web part • Pictures, Videos, Web pages, Wiki Pages Web Parts
  • 42. Slide # Enabling Intelligent Enterprises Content By Search Web Part • Similar to Content by Query Web Part – but based on indexed content • Show content cross site collections – Show content cross multiple site collections • New presentation template model for easy content presentation fine tuning – Content rendered in client side – Provides full control on rendering capabilities using html templates • Easy editors as web part editors for defining planned query
  • 43. Slide # Enabling Intelligent Enterprises Search Engine Optimization Features SharePoint2010 SharePoint15 Clean URLs http://www.c.com/Pages/cars.aspx http://www.c.com/cars Home Page Redirects HTTP 302 for http://www.c.com to redirect to /pages/default.aspx Home page served from address www.c.com – no redirect for browser, Instead HTTP 301 Status Code Moved Permanently Country code top- level domains (CCTLD) http://www.c.com/en-us/Pages/cars.aspx http://www.c.com/es-mx/Pages/coches.aspx http://www.c.com/cars http://www.c.mx/coches XML Sitemaps None Automatically generated and referenced in robots.txt SEO Properties (e.g. Meta Description) <title> and <h1> must be identical Browser title Meta description Meta keywords Webmaster Tools integration None Assists with ownership verification Canonical URL Filtering None configurewhich URL parameters are valid
  • 44. Slide # Enabling Intelligent Enterprises Preview
  • 45. Slide # Enabling Intelligent Enterprises Usage Analytics • Built to scale from ground up • Analytics changed to be search driven • Based also on usage counts, click through and item relationships • Personalized search queries based on particular user and usage analytics data • “Recommended for you” • Includes preconfigured Content By Search Web Part – “Top Pages”
  • 46. Slide # Enabling Intelligent Enterprises Preview
  • 47. Slide # Enabling Intelligent Enterprises WEB CONTENT MANAGEMENT Information Architecture
  • 48. Slide # Enabling Intelligent Enterprises Term Store Manager Changes in SharePoint 2013 • Metadata as enabler for different functionalities – Navigation, term and search driven pages, etc. • Cross site collection term access for private groups • Pinning terms • UI for custom property editing • Indication of the term set usage for other SharePoint 2013 uses • Additional Multilingual support (flexible LCID & automated translation support) • Block users from using keywords outside of specific term set • Dataview editing support included • Taxonomy API exposed via CSOM (and REST) for extensibility purposes
  • 49. Slide # Enabling Intelligent Enterprises Cross site collection access • Possibility to link different site collections to see others terms
  • 50. Slide # Enabling Intelligent Enterprises Pinned Terms vs. Term reuse • Pinned terms – Read only usage of the terms in other places in term hierarchy
  • 51. Slide # Enabling Intelligent Enterprises Multilingual Support Improvements • SharePoint 2010: Languages only available after language packs have been installed • SharePoint 2013: Possibility to use any LCID as language identifier for maximum flexibility without limitations or requirements of language packs • Possibility to utilize translation service for automated term translations
  • 52. Slide # Enabling Intelligent Enterprises Shared and local properties • Additional properties can be defined for term sets and for terms • Terms can have specific local properties – Not available for reused or pinned “copies”
  • 53. Slide # Enabling Intelligent Enterprises Faceted Navigation and Refiners • Drive your navigation and URLs based on Term Store hierarchies • Clean URLs for actual end users – www.contoso.com/careers – www.contoso.com/aboutus • Define settings for navigation in terms store manager • Provides also dynamic topic pages capability for minimizing amount of physical pages for catalog type sites
  • 54. Slide # Enabling Intelligent Enterprises Preview
  • 55. Slide # Enabling Intelligent Enterprises Managed Navigation
  • 56. Slide # Enabling Intelligent Enterprises Refiners and Faceted Navigation • Define refiners for catalog content drill down in catalog drive scenarios • Provides easy filtering capabilities for catalog information • Content editors can define which managed properties are available as refinements • UI rendering can be customized for each refiner • Different data types have different rendering options
  • 57. Slide # Enabling Intelligent Enterprises Preview
  • 58. Slide # Enabling Intelligent Enterprises WEB CONTENT MANAGEMENT Performance Improvements
  • 59. Slide # Enabling Intelligent Enterprises Key Features • Disk based BLOB Cache – Reduce Database Load – Increase Browser performance • Output Cache (Site Collection & Site Level) – Rendered Output of a Page • Object Cache (Site Collection Level) – Lists and Lib, Site Settings, Page Layouts – WFE RAM • Anonymous Search Results Cache • Bit Rate Throttling (IIS 7.0 Extension)
  • 60. Slide # Enabling Intelligent Enterprises DOCUMENT MANAGEMENT Key Features
  • 61. Slide # Enabling Intelligent Enterprises Document Library Ribbon Bar
  • 62. Slide # Enabling Intelligent Enterprises Office Web Apps 2013 • No longer a Service Application • Separate Product—Download—Install—Configuration • Can work across SP 2013,Exchange 2013, Lync 2013 • Cannot Install on SP 2013 Server. • SPAutoInstallwill not install OWA • Office Mobile Web Apps: Excel ,PowerPoint, Word • http & https Support
  • 63. Slide # Enabling Intelligent Enterprises Office Web Apps 2013 • View-only. Default, Free. • Edit and view. Purchase an editing license (EA Office 2013 VOL)
  • 64. Slide # Enabling Intelligent Enterprises Office Web Apps 2013 • Enables users to open Word files that contain revision marks in Word Web App. • Users can view, add, and reply to comments in Word Web App and PowerPoint Web App. • Co-authoring support is new in Word Web App and PowerPoint Web App. It continues to be supported in Excel Web App and OneNote Web App.
  • 65. Slide # Enabling Intelligent Enterprises CO-AUTHORING
  • 66. Slide # Enabling Intelligent Enterprises Co-Authoring in SharePoint • Allow multiple collaborators to edit a single document at the same time. • Support document types: Word, PowerPoint, Excel, OneNote, Visio. (All Office 2013) • Although mixed Office 2007/2010/2013 versions are supported. Some formatting may not be supported. • Recommended for 2013 for better experience.
  • 67. Slide # Enabling Intelligent Enterprises Co-authoring Experience • “Requires Check out” should be set to no. • Document is not checked out to kick in Co-Author • Normal document edit, upon second user co-authoring kicks-in. • One Version maintained per user change. (Configurable) • Office clients to show who joined the co-authoring session for the document. • Maximum Co-Authors Configurable
  • 68. Slide # Enabling Intelligent Enterprises OFFLINE CONTENT ACCESS
  • 69. Slide # Enabling Intelligent Enterprises Offline Content Access in SharePoint Use Cases • Document Collaborators – Take Documents on Laptop – Work Offline(Update, Create New, check-in/out) – Synchronize with Server • Document Readers – Connect to Libraries – Carry Documents for reading – Get latest documents Tools • Sync • SkyDrive Pro • Office Outlook
  • 70. Slide # Enabling Intelligent Enterprises Simple one click Sync • Document Library • Bring content local • Synchronize with server
  • 71. Slide # Enabling Intelligent Enterprises SkyDrive Pro • My Site Documents • Share with Others • List other Sync’ed libraries also synchronized. • Allows for Co-Authoring
  • 72. Slide # Enabling Intelligent Enterprises Document Set Improvements • Support for OneNote notebooks • Document set icon in search results • Folders supported – Also for default documents set for document set • Support for easier aggregation – CBS & CBQ web parts understands document sets • Better developer support – Client side and Server side API improvements • Versioning improvements* – Capture full document set as version • Search directly in document set
  • 73. Slide # Enabling Intelligent Enterprises ENTERPRISE CONTENT MANAGEMENT Key Features
  • 74. Slide # Enabling Intelligent Enterprises Site-level Retention Policies • Compliance levels extended to sites • Retention policy for sites and Team Mailbox associated with site • Project closure and expiration policy
  • 75. Slide # Enabling Intelligent Enterprises EDISCOVERY
  • 76. Slide # Enabling Intelligent Enterprises eDiscovery Features • The eDiscovery Center – SharePoint Farms – Exchange Server – File Shares • SharePoint and Exchange In-Place Hold • Export from SharePoint, Exchange and File Shares • Query-based preservation • eDiscovery sets • Cased Manager • Enterprise-wide access • In-Place Holds • Analytics
  • 77. Slide # Enabling Intelligent Enterprises eDiscovery Function • Uses Search Service Applications • Site Holds • Create a Discovery Case • Retaining content where it lives • When items are edited or deleted, places a copy Preservation Hold Library • Most users without permissions do not see the library • Copy on writer • Keeps only the current checked-in or deleted version • Programing Custom Solutions
  • 78. Slide # Enabling Intelligent Enterprises eDiscovery Flow
  • 79. Slide # Enabling Intelligent Enterprises eDiscovery Center Site
  • 80. Slide # Enabling Intelligent Enterprises eDiscovery New Query Item
  • 81. Slide # Enabling Intelligent Enterprises eDiscovery Set • Data source • Filter/query • Legal hold for Changed Data
  • 82. Slide # Enabling Intelligent Enterprises eDiscovery Export
  • 83. Slide # Enabling Intelligent Enterprises New Acronyms in SP 2013 • Cross Site Publishing (XSP) • FAST Query Language (FQL) • Keyword Query Language (KQL) • RepresentationalState Transfer (REST) • Open Data Protocol (Odata) • Open Authorization(OAuth) • Client Side Object Model (CSOM) • MinimalDownloadStrategy (MDS ) • Web app Open Platform Interface protocol (WOPI) • Web ApplicationsCompanion (WAC) • Host Named Site Collections(HNSC) • Access Control Service (ACS) • Security Token Service (STS) • Server to Server(S2S) • Security Assertion Markup Language (SAML)
  • 84. Slide # Enabling Intelligent Enterprises Q&A