Wired2Win webinar SharePoint 2013 – content management & workflow features

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Wire2Win Webinar on the new Content Management and Workflow Features in SharePoint 2013 by WinWire Technologies

Wire2Win Webinar on the new Content Management and Workflow Features in SharePoint 2013 by WinWire Technologies

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  • ECM has played a central role in Microsoft’s Business Productivity infrastructure (as part of the Unified Business Platform along with Unified Communications, Business Intelligence, Collaboration and Enterprise Search). The promise that SharePoint has delivered over the years has been about bringing ECM to the masses, or bringing organizational content to everyone. The traditional approach to content management was one where it lived in its own unique silo, and didn’t really connect or talk to anything else. Independent apps with different user experiences handled social networking and collaboration. And enterprise search would be a different experience as well. Our Approach has been fundamentally different. In SharePoint 2010, we really brought these things together into a unified user experience that gives you the social networking and collaboration in the context of the content that is being managed. As a result, SharePoint 2010 provided the core capabilities required by most businesses with a standard platform at a reasonable cost.In SharePoint 2013, we take these core capabilities even further. Create: The content lifecycle begins with its creation, and it is rarely created in a silo. With SharePoint 2013, content creation is easier because you have the tools to find other relevant information or people to help. You can collaborate with colleagues to build content together, search for related content, and share your own work to facilitate collaborative work. In short, SharePoint 2013 delivers capabilities to make it even easier for individuals, teams and organizations to ideate, create, collaborate on, share and discover content.Control: We also continue to deliver rich content organization capabilities (e.g. , leaving organizations in control of the policies and processes that govern content management. Protect: Finally SharePoint 2013 delivers additional features that enable organizations to better meet compliance demands with eDiscovery capabilities that span the Office platform.

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  • 1. SharePoint 2013 – Content Management & Workflow Features Wired2Win Webinar Series @WinWire #WWSP2013WinWire Technologies Copyright © 2012 © 2010 WinWire Technologies
  • 2. Who We Are WinWire Technologies is an IT Services Company that helps business and technology leaders harness the power of Collaboration and Analytics across the enterprise leveraging technology trends such as cloud, mobility, big data, user interface and enterprise socialWinWire Technologies Copyright © 2012 © 2010 WinWire Technologies
  • 3. What am I going to cover today…WinWire Technologies Copyright © 2012 © 2010 WinWire Technologies
  • 4. Enterprise Content ManagementWinWire Technologies Copyright © 2012 © 2010 WinWire Technologies
  • 5. Enterprise Content Management Create Control Protect Create and organize content Manage content policy, Reduce risk and manage easily with the help of information architecture and compliance with centralized relevant discovered taxonomy eDiscovery tools information5WinWire Technologies Copyright © 2012 © 2010 WinWire Technologies
  • 6. CreateWinWire Technologies Copyright © 2012 © 2010 WinWire Technologies
  • 7. Ask colleagues for expertise Follow relevant content and subject matter experts Preview content inlineWinWire Technologies Copyright © 2012 © 2010 WinWire Technologies
  • 8. Store and sync your docs with SkyDrive Pro Drag and drop files directly into library Access your documents from anywhere, including tablets See which files are shared and with whomWinWire Technologies Copyright © 2012 © 2010 WinWire Technologies
  • 9. Create docs directly in SharePointWinWire Technologies Copyright © 2012 © 2010 WinWire Technologies
  • 10. Drag & drop docs directly in SharePoint librariesWinWire Technologies Copyright © 2012 © 2010 WinWire Technologies
  • 11. Table editing mode Edit metadata in bulkWinWire Technologies Copyright © 2012 © 2010 WinWire Technologies
  • 12. Tag content directly from Office backstageWinWire Technologies Copyright © 2012 © 2010 WinWire Technologies
  • 13. Manage properties, versions and workflow for Document Set Manage different types of content as a unit Individual document propertiesWinWire Technologies Copyright © 2012 © 2010 WinWire Technologies
  • 14. Collaborate on team projects with Site Mailboxes Documents will automatically sync with Outlook clientWinWire Technologies Copyright © 2012 © 2010 WinWire Technologies
  • 15. Common project inbox for use during project lifecycle Documents sync with SharePoint project siteWinWire Technologies Copyright © 2012 © 2010 WinWire Technologies
  • 16. ControlWinWire Technologies Copyright © 2012 © 2010 WinWire Technologies
  • 17. popularity of documentWinWire Technologies Copyright © 2012 © 2010 WinWire Technologies
  • 18. Create rules to promote results or show additional result blocks Define how rules are fired and what actions are takenWinWire Technologies Copyright © 2012 © 2010 WinWire Technologies
  • 19. WinWire Technologies Copyright © 2012 © 2010 WinWire Technologies
  • 20. Specify retention schedules for content types Submit documents for long term archivalWinWire Technologies Copyright © 2012 © 2010 WinWire Technologies
  • 21. Create hierarchical file plans and generate Define mutli-stage reports retention policies by folderWinWire Technologies Copyright © 2012 © 2010 WinWire Technologies
  • 22. Submissions matched to specific content typeWinWire Technologies Copyright © 2012 © 2010 WinWire Technologies
  • 23. Specify alternate content type names to accommodate taxonomy differences Property based conditions route content Auto provision folders based on property valueWinWire Technologies Copyright © 2012 © 2010 WinWire Technologies
  • 24. Create knowledge management portals with auto-generated content Taxonomic navigation bound to term set in metadata term storeWinWire Technologies Copyright © 2012 © 2010 WinWire Technologies
  • 25. ProtectWinWire Technologies Copyright © 2012 © 2010 WinWire Technologies
  • 26. Enterprise Content Management ● Site-level retention policies – Compliance levels extended to sites – Policies include: ● Retention policy for sites and Team Mailbox associated with site ● Project closure and expiration policy ● Discovery Center – Designed for managing discovery cases and holds – Establishes a portal through which you can access discovery cases to conduct searches, place content on hold, and export contentWinWire Technologies Copyright © 2012 © 2010 WinWire Technologies
  • 27. Add Exchange mailboxes, SharePoint sites and file share sources Preserve content in original location with true fidelityWinWire Technologies Copyright © 2012 © 2010 WinWire Technologies
  • 28. Unified search query across Office platform Reduce preservation set size with additional filters View breakdown of results and size statistics at-a-glance Multiple message Preview content prior to types, including export LyncWinWire Technologies Copyright © 2012 © 2010 WinWire Technologies
  • 29. Tabbed results Preserve discussions and feeds from SharePointWinWire Technologies Copyright © 2012 © 2010 WinWire Technologies
  • 30. SharePoint 2013 WorkflowsWinWire Technologies Copyright © 2012 © 2010 WinWire Technologies
  • 31. Whats new? • Completely redesigned workflow infrastructure • Fully declarative, no-code authoring environment • Declarative workflows can call REST/SOAP services • Enhanced SharePoint Designer 2013 authoring support • Visual Studio 2012 workflow project type support • Support for creating custom actions • Introducing “Stages” which mitigate SharePoint Designer’s lack of loop support & provides “state machine” functionalityWinWire Technologies Copyright © 2012 © 2010 WinWire Technologies
  • 32. Windows Azure Workflow Process Azure Access Control Solutions Content WF3 OAuth2 Host Azure Workflow Visual Studio Apps Events Azure SharePoint OM Workflow Workflow Services REST Calls SharePoint Manager Designer Azure Deployment Messaging ServiceBus Events Instances Interop Azure Workflow Service Application ProxyWinWire Technologies Copyright © 2012 © 2010 WinWire Technologies animated
  • 33. Windows Azure Workflow requirements Software Requirements Windows Server 2008 R2 SP1 x64 ● The following additional requirements must be SQL Server 2008 R2 SP1 (Express) or SQL Server 2012 met before you can run Configuration Wizard to .NET Framework 4 PU3 or .NET Framework 4.5 configure Workflow and Service Bus: – SQL Server or SQL Server Express instance IIS – TCP/IP connections and named pipes must be configured IIS ASP.NET in SQL Server. IIS Management Service – Windows Firewall must be enabled IIS Windows Authentication – Ports 4446 and 5112 must be available. Windows Identity Foundation – Internet Protocol 4 (IPv4). (Workflow and Service Bus do not work correctly in pure IPv6 environments.)WinWire Technologies Copyright © 2012 © 2010 WinWire Technologies
  • 34. SharePoint Designer in SP 2013 • Key investments are in workflow management • New workflow configuration • New 15 workflow model with Windows Azure Workflow • Easy and visual workflow designing directly in SharePoint Designer • Support for copy-paste operations in workflow designing • Designer and split view option removed from SPDWinWire Technologies Copyright © 2012 © 2010 WinWire Technologies
  • 35. SharePoint Designer in SP 2013 Import & Export workflows from Visio Visually design workflowsWinWire Technologies Copyright © 2012 © 2010 WinWire Technologies
  • 36. Session Summary ECM has evolved, where content creation and organization is Create 1 intuitive and simple through discovery and collaboration 2 Ensure compliance is achieved through content policy, Control information architecture and taxonomy Centralized eDiscovery across the Office platform helps protect Protect 3 organizations by improving compliance without affecting user productivity SharePoint 2013 Preview workflows are powered by Windows Workflow 4 Workflow Foundation 4 (WF), which is in turn, built on the messaging functionality that is provided by Windows Communication Foundation (WCF).WinWire Technologies Copyright © 2012 © 2010 WinWire Technologies
  • 37. Start now. http://office.com/preview http://sharepoint.microsoft.com/ For further information, please contact: info@WinWire.com @WinWireWinWire Technologies Copyright © 2012 © 2010 WinWire Technologies