MN Govt IT Symposium - SharePoint 2013 The Next Stage In Evolution

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Was presented at the MN Govt IT Symposium concentrating on SharePoint 2013 new and changed features.

Was presented at the MN Govt IT Symposium concentrating on SharePoint 2013 new and changed features.

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  • We’re introducing an array of new social features let you share what you’re working on, ask questions and keep track of what your colleagues are doingwith contextual updates delivered to your activity feed.The heart of the social experience in SharePoint 2013 is the newsfeed – it’s a summary of all your social interactions from your microblogs and community conversations, to the sites, content, and people you follow.The newsfeed gives people the ability to post, to reply to others comments, to like. If you’re following a hashtag, or someone posts a comment on a community of site all of this activity will appear on your newsfeed. The newsfeed can also be filtered to show information targeted directly at you, including @mentions, to help you quickly get involved in the conversation.There are multiple feeds as part of the social experience, your personal newsfeed, a company feed that is used to share information with everyone and individual site feeds. Following in SharePoint 2013 includes not only people, but documents, sites and tags and you can even show trending tags based on social analytics designed to help everyone in the organization keep a close eye on what’s happening across your organization and stay connected from virtually anywhere.
  • With SharePoint 2013, we are bringingthe breadth of our experiences to all devices, and to all places. We’ll be delivering applications initially on WP7 and iOS, with a great mobile browsing experience for other platforms. Working from anywhere goes beyond SharePoint with native applications for OneNote and Lync on WP7, iOS, Android.
  • We’ve really focused on making sharing simple in this release. You can drag and drop content directly into your document libraries and by hovering over a document you can see live document preview and at a glance see who you’re sharing with and when the document was last edited. Without leaving the library you can edit your documents using Office Web Apps, and in one click share it with a colleague. We’re taking document sharing and storage one step further with the introduction of SkyDrive Pro.
  • We’ve introduced a new feature that’s available in both SharePoint and Outlook so you can bring together all your team’s email and documents in one place. So if a colleague updates a client proposal or sends an email to the team on new product pricing you see the changes instantly and your team’s always in sync. Often teams cross company boundaries. You could be working with an external partner or customer.Site mailboxes are a key part of your ECM Social Interaction
  • Sharing documents is easier than ever before. You can provide external partners and vendors secure access to SharePoint sites or documents without violating the data governance and protection policies set by IT. You can enforce sign-in and set permissions at the document or site level to ensure you can work together with anyone securely.
  • The first thing you’ll notice about team sites is that we’ve built an intuitive wizard right that guides you through setting permissions, inviting people, creating lists and libraries and adding a custom theme to your site. Through tight integration with OneNote we’re also introducing team notebooks with this release to help you capture and track team meeting notes but the integration with Office doesn’t stop there.
  • We’re introducing a new lightweight task management feature in SharePoint to help coordinate tasks across the entire team. Sites make it so easy for teams to work together, sharing content, organizing tasks, editing lists and it’s designed to work with Microsoft Project so it’s easy to aggregate all your project tasks across the team or the entire organization giving project managers broad visibility into the priorities and initiatives people are working on.
  • This is tightly integrated with your own personal tasks so at a glance you can see the tasks you need to accomplish. Your tasks are also aggregating tasks from Outlook, Project and SharePoint and publishing them to your timeline view and because we’re providing a connected experience the tasks that appear here will also appear in Outlook so no matter where you are, you can manage your to do list and get home on time.
  • Image RenderingThumbnails on created on fly and cached for following requestsResizing will resize actual image, not only it's presentationOptimizes page payloadVideo ImprovementsEmbedding to any content pageThumbnail generationRenditions also for videosExternal video support to store Multiple encodings for single videoFallback to Silverlight
  • Document Set BasicsCreate documents directly in SPTag w/Office backstageProperty Management for whole Document Set Multiple Content Types in a single Document Set Individual Properties on each DocumentNEW  Bulk meta-data editing!
  • Key Records Center FeaturesMulti-stage retention policiesHierarchical file plansSubmission by Content TypeAlternate Content TypesProperty-based routingAuto-provisioning of folders based on property valuesAuto-generated KM portals that treat IP as “products” on Topic pages (more on Topic pages later…)More notes:SharePoint continues to deliver robust records management capabilities. SharePoint provides the framework for a records management system that:Helps protect an organization legally.Demonstrates compliance with regulatory standards.Increases efficiency by promoting the disposition of out-of-date items.Records Center is the hub from which you can submit or find important documents that should be stored for long term archival. Submitted records are automatically placed in the correct library and folder based on the properties you fill out. Records managers can configure the routing table to direct incoming files to specific locations. The site also lets you manage whether records can be deleted or modified after they are added to the repository.Record managers can also specify retention schedules for content types (and libraries/folders) to ensure compliance with corporate and regulatory governance requirements.Instead of moving documents to a specific Records Center, you can also declare documents as a record and will be handled as a record in the site it was created as an in-place record. After the document is declared as a record, it can have policies and restrictions different than when it was a document. The policies are added to either the Content Type or directly on the document library.Documents can be declared as records either manually or automatically.
  • SharePoint 2013 helps you find answers to questions and discover experts you never knew existed. Following is a huge part of increasing adoption of social and with SharePoint it’s really easy to follow a person, site, hashtag or even document.It’s a great way to stay on top of the work that you’re interested inwithout having to send emails every day to someone asking for progress. SharePointalso makes recommendations on who or what you should be following. It’s never been easier to expand your social network.
  • The term “search experience” is important, because not all search results are the same and not all searches should do the same thing.SharePoint gives provides get great search results, but also provides the ability to do specific tasks such as finding expertise, people.But it’s more than finding names, it’s finding “experts”… It’s content based, not profile based; this means that we are able to find what people know based on what they actually authored and published. A combination of technology from MSFT Research and FAST allows us to do just that andeven understand names that are written in other languages, and match them to their native form(example: Name written in Russian Cyrillic can be typed as it sounds in English and will still return the correct person)You’ll also notice on the right side the people hover card, which enables users to quickly inspect and find what they are looking for. The hover card experiencechanges based on content type, in this case for people/expertise we can easily see Past projects, Interests and more importantly the documents theyhave worked on relevant to the topic “Green Thermal” (query). The relevant “worked on “documents and actions also allows for a natural and intuitive experience, when the goal is not just finding a result but getting a task done.
  • SharePoint 2013’s new unified search platform takes information discovery to the next level. It’s an intelligent search engine and as a result is always improving, always looking for ways to improve the relevance of search results; The search engine can look beyond the query and understood the meaning and can be integrated with your own business applications to help you discover results and get answers.
  • Managed NavigationDrive your navigation and URLs based on Term Store hierarchiesClean URLs for actual end userswww.contoso.com/careerswww.contoso.com/about-usDefine settings for navigation in terms store managerProvides also dynamic categorypages capability for minimizingamount of physical pages for catalog type sitesRefiners and faceted navigationDefine refiners for catalog content drill down in catalog drive scenariosProvides easy filtering capabilities for catalog informationContent editors can define which managed properties are available as refinementsUI rending can be customized for each refinerDifferent data types have different rendering options
  • New FeaturesData exploration improvements with additional commandsBetter integration with SQL Server Analyses Services data or PowerPivot modelsField list and field well support added to excel services for easier PivotChart and PivotTable controlCalculated measures and members supported in web renderingEnhanced timeline controls for renderingApplication BI Servers supportBusiness Intelligence Center updateTouch and Device SupportExcel Services in SharePoint allows users to directly save their workbooks and publish their reports to a SharePoint site, which will render the workbooks in the browser. This feature now supports a higher level of parity between the browser and the Excel client with features like the field well and quick explore, as well as utilizing the full features of SharePoint such as collaborative editing.Excel has traditionally offered a number of basic data cleansing capabilities, but with Excel 2013 we have added some clever tools to enhance this experience. With the new Flash Fill feature, Excel will intelligently find the patterns of my data and suggest to fill the remaining cells. The Quick Analysis feature allows users to preview different conditional formatting, or instantly identify duplicate or unique values, as well as add recommended charts according to my data.Pivot Tables and Charts are now de-coupled, so it is possible to create separate charts without having to create a table beforehand. There is also a new slicer called the Timeline, which automatically detects the time dimension in your data, and helps filter the data accordingly. It is now easy to use pure drill down and drill through capabilities with the Quick Explore feature. It grants the ability to quickly create trend charts to display data over time.Power View Native feature in ExcelPerform interactive data explorationShare reports with your colleaguesSurface KPIs on dashboardsBrowser basedData exploration, visualization, and presentation experience Aimed at users of all levelsAnother major addition to Microsoft’s Self-Service BI platform is Power View in Excel and SharePoint. Power View is a highly interactive, browser-based data exploration, visualization, and presentation experience for users of all levels—from business executives to information workers. First introduced with SQL Server 2012, Power View now empowers anyone to visually explore data, easily create interactive visualizations, and effortlessly present and share reports—all within the familiarity of Excel and SharePoint. Self-Service BI needs to go beyond individual insight. It should empower users to work together to share insights and develop them collectively. With SharePoint, all of these powerful Self-Service BI capabilities are seamlessly extended into a collaborative BI platform for sharing of insights and working together to develop insights even further. SharePoint enables collaborative browser-based data exploration, visualization, and presentation experiences. For example, executives and business users can monitor and discuss information through collaborative BI Dashboards, enabling them to make better decisions using scorecards and social features. Power View as standalone version in SharePoint was an exciting introduction to the world of visualizations, but now that is has been embedded as a native feature in Excel, the opportunities are limitless. This feature allows users to create interactive reports with intuitive charts, grids and filters to help define insights and share with others.PowerPivotNative Modeling in ExcelSelf-Service BIAnalyze large data setsObserve trendsThe popularPowerPivot feature is now thedata modeling engine native in Excel, so it is no longer necessary to download the separate the add-in, as it can now be simply activated in the add-in menu. Excel continues to enhance its support for connecting to various data sources. Userscan connect to traditional data sources such as various databases on premise as well as in the cloud, as well as various data feeds and flat files. PowerPivot pioneered the self-service BI concept, by allowing Excel to hold more than millions of rows of data in a compressed analytical format for high performance calculations within memory. It is now being used to create complex relationships and hierarchies to design your data model according to your business. For example, userscan create custom measures using DAX formulas directly in Excel as well as add custom aggregations as well as KPIs to the data model. There was always the ability to define KPIs in the server for global use, but we’ve added the ability to add user based KPIs in the reports as well.
  • It’s worth spending some time taking you through how we think about modern app development at Microsoft. We have a series of products and platforms like SharePoint and Office that provide a lot of great out-of-the box functionality to help us be productive. To get even more from these products we want to be able to bring information in from other places. Services and data sources like Dynamics, Bing or something that lives out on the web or in the cloud. With the latest version of SharePoint we’re making it easier to bring together rich web services and data to create powerful new apps. Apps run outside of the SharePoint process, are hosted externally and can be exposed through REST API’s. Today there are more than 700,000 SharePoint application developers and with this release we’re providing them with a place to surface their apps through an online marketplace of rich partner solutions and applications designed to work with SharePoint and Office.
  • This gives everyone across your organization the opportunity to discover and trial new applications that work with SharePoint and Office and
  • To help IT manage and distribute apps the Internal App Directory provides a central place for business end-users to download and discover IT approved apps. We’re providing administrators with tools to track app requests and manage licenses so you have complete control of which apps can be accessed and set policies around app download and approval to keep you in control.
  • SharePoint and Office applications and services can be hosted remotely and using REST services you can expose these applications through SharePoint and Office API’s. The OAuth 2.0 protocol allows secure communication between SharePoint and any external data source or remote application whether it’s built on Azure, Linux, and many other platforms. This gives you freedom to choose how you develop and host your apps. You can write your apps once and run them anywhere and we’re giving you the flexibility to build apps in the tools and development languages your most comfortable with.
  • Design Manager capabilitiesProvides guidance to modify master page and page layoutsHelps for converting html designs to be used in SharePoint as master pagesEditors keep updating html pagesSharePoint converts required changes for master pages and page layoutsSnippets for helping building designsExport and Import capabilitiesPackages created as Sandbox solutions which can moved cross environments
  • Sharepoint 2013 supportseDiscovery by allowing the legal team to go to the eDiscovery console to add, manage and export discovery sets of data fromSharePoint,Exchange and LyncThere, they manageDiscovery SetsQueriesIn-Place Holds SP & ExchangeFile share items too (identified, but not “held”)Exports
  • Within SharePoint you can define retention policies, for sites and mailboxes and preserve content in real-time helping to ensure the integrity of the information you store in SharePoint Lync and Exchange. SharePoint is designed to support E-discovery and with new site closure and disposition capabilities you can ensure the safe and predictable handling of all your information assets.
  • We’ve improved the self-service site creation process enabling IT a greater degree of control over how sites are provisioned and what policies should be applied to those sites. Finally, performance and scale improvements means SharePoint can handle almost anything our enterprise customers can throw at it so you can spend more time managing information, delivering innovation and spend less time managing infrastructure.
  • WOPI -Web Application Open Platform Interface Protocol

Transcript

  • 1. SharePoint 2013 Overview December 11, 2013
  • 2. Donald Donais Avtex SharePoint Consultant ddonais@avtex.com Blog – Tales from IT Side http://talesfromitside.wordpress.com Twitter @dondonais
  • 3. Agenda • General Information • SharePoint 2013 Feature Pillars  Share  Organize  Discover  Build  Manage • SharePoint 2013 On-Premise Environment • SharePoint 2013 Online Environment
  • 4. Trends impacting the way we work 1 billion 82% 50% smartphones by 2016, 350M of those being used at work of the world's online population engages in social networking of enterprise customers are “on the road” to cloud
  • 5. Microsoft’s Productivity Vision Hybrid On Premises Best experience across devices Messaging Voice & Video Content Management Online Cloud on your terms Enterprise Social Integrated best-of-breed solutions Reporting & Analytics
  • 6. SharePoint – Usage Scenarios • The Core of a Web Strategy • Core Audiences • Intranet • Internal employees • Extranet • Customers • Partners • Internet • External web users
  • 7. SharePoint 2013 Options On-Premise or Online SharePoint Enterprise CAL 2013 SharePoint Server 2013 SharePoint Online Plan 2 SharePoint Standard CAL 2013 SharePoint Online Plan 1 1GB Storage E-discovery, ACM, BI (PowerView App Catalog and Marketplace, Work Management, Social (Community Site), External Sharing, SharePoint 2013 Workflow
  • 8. SharePoint – Deployment Scenarios On-Premise In The Cloud Hybrid Local Server Installation, Controlled by Internal IT Hosted Solution for Either Dedicated Server or MultiTennant Scenarios Some Components Locally Available, Others Available in the Cloud
  • 9. Ideas Content Vision
  • 10. Put social to work • Updates • MicroBlog  Hashtags  Mentions • Following  People  Documents  Sites  Tags
  • 11. Stay Connected • Application Support  Windows Phone  Android  iOS • Includes  Post Updates to Newsfeed
  • 12. Streamline Common Tasks • Document Drag and Drop • Live Document Previews • Track Permissions • Quick Access to Management Features
  • 13. Keep Teams in Sync • Team Mailbox • Requires Exchange 2013 & Outlook 2013 • Receive Emails and have own Email Address • Easy Access from both SharePoint and Outlook 2013 • Emails Stored in Exchange • Docs Stored in SharePoint • Unified Compliance Policy Applies to Both Site Mailbox Membership Outlook SharePoint Shared Storage Owners Members IW Views Exchange 2013 Management SharePoint Farm Organize all your team communications in one place Provisioning Lifecycle Exchange Site Mailbox SharePoint Site
  • 14. SharePoint Communities • Discussions/Conv ersations • Join the Community • What’s Happening Information • Members and Reputations  Separate per Community  Badges  Reputation Score
  • 15. Work Together Securely • Permissions a.k.a Sharing • Easy Item Level Permissions • Online or Extranet  Enforce Sign-In
  • 16. Device Based Rendering - Channels • Different Device Channels  Define for single device or groups of devices  Assign Alternate “Master Pages”  Selectively Include/Excludes Part of Page Layouts  Provide Cookie Level Override for End Users • Same URL, Different Look per Device  Target Different Devices
  • 17. • General Improvements • Communities • Sharing
  • 18. Teams Projects Information
  • 19. Create Sites Quickly • Intuitive Wizard Guide  Share Your Site  Tasks Integration  Add List, Libraries, other Apps  What’s Your Style?  Your Site. Your Brand • Team and Project Sites  OneNote Integration
  • 20. Keep Things on Track • Manage Projects with Shared Calendars and Timelines • Integrate Tasks from Microsoft Project  Can Start from MS Project 2013  Can Open in MS Project 2013 • Include Overall Project Timeline in SharePoint • Edit SharePoint Lists Inline
  • 21. Manage your To Do List • Newsfeed Tasks • Manage Personal Tasks  SharePoint  Project Server  MS Outlook • Requirements  Exchange 2013  Outlook 2013  Project
  • 22. Take Content Offline • Sync Libraries or Personal Documents • Local Access to Libraries • Accessible Offline • Integrated with Office Document Center • Replaces SharePoint Workspace
  • 23. Image Renditions & Video Improvements • Images  Image Transformation Dynamically in SharePoint  Renditions are Actual Thumbnails  Consistency Sized Images  Cropping for Targeting Areas • Video  Embed on Any Content Page  Thumbnail Generation  External Video Support  Video Player Uses HTML 5
  • 24. Document Set Improvements • Support for OneNote • Document set icon in Search Results • Folders Supported • Content Aggregation Web parts Understand • Full Document Versioning • Search Inside Document Set Contoso Sales
  • 25. Record Centers • Multi-Stage Retention Policies • Hierarchical File Plans • Submission by Content Type • Alternate Content Types • Property Based routing • Auto-Provisioning of folders • Site Based or InPlace
  • 26. Office In The Browser • Office Web App • More Fidelity Than 2010  Word Comments  Transitions • Multiple Browser Support     IE Firefox Chrome Safari • Viewable Across All Device Types • Separate Server Installation  Consumed by Exchange & Lync 2013 • Support Co-Authoring All Products • Supports Touch and Mobile
  • 27. • • • • • Team Site – Getting Started Tasks SkyDrive Video Improvements Office Web Application
  • 28. Experts Answers Connections
  • 29. Enterprise Search Hub • UI   Employee Facing Integrated with Enterprise or Standalone Search  Search Driven Experience  Based on Core Results Web Part, Refiners • Query   User Query Driven Security Trimmed • Relevance   General Relevance Algorithm Task Oriented Experiences • Admin Service Managed by “Search Service” Admin  Site Managed by “Search Site” Admin  • Faceted Search   Familiar Texted Based Newer Graphical Refiner
  • 30. Get Recommendations • Following  People  Documents  Sites • Suggestions  People  Documents  Sites • All based on User’s Behavior Patterns
  • 31. People Search • Find People Faster  Query Suggestions  Find Experts - Documents  Fuzzy Name Search  Social Connections  Search Anywhere • Relevance • Crawl and Content  Drive from User Profile • Admin  Site Managed by “Search Site” Admin
  • 32. Discover more Relevant Results • Search Verticals • Recommendation s based on Search Query • Re-find Information • Drill Into Details
  • 33. Content Search Web Part • Similar to Content Query Web Part  Based on Indexed Content • Show Content Cross Site Collections • New Presentation Template Model  Content Render on Client Side  Full Control on Rendering using HTML Templates • Easy Editor for Designing Query – Query Builder
  • 34. Managed Navigation, Search and Topic Pages Friendly URL http://contoso.com/computers TERM STORE NAVIGATION TAXONOMY Audio Cameras Computers Home appliances Phones TV and video Use page maincategory.aspx CONTENT SEARCH WEB PART Filter query by CATEGORY: COMPUTERS Search
  • 35. Getting More Out of Data • • • • • • Built-In Visualization Tools Excel and Excel Services Visio Services PerformancePoint Services SQL Integration Management via Central Administration
  • 36. Take Your Data With You • Mobile Devices Support Business Intelligence • Capable in Browser on iOS, Androids and Microsoft Platforms • Includes  Excel Service 2013  PerformancePoint 2013  Report Services 2012
  • 37. Boosting the Power of Excel • Excel, Excel Services, PowerPivot, & PowerView • Web Based Interactive Reporting and Sharing  Power View is Built In • Powerful Analytics with PowerPivot  SQL Server 2012 Required • Key Features       FlashFill Flexible Charts & Pivot Tables Auto-Chart Suggestions Chart Previews TimeLine DashBoards
  • 38. Visio Services • Renders Diagrams In the Browser      High Quality PNG(s) Not Dependent on Silverlight Native Support for Visio File Format Diagram Consumer do not Need Visio Available Cross Devices • Refresh data From  Multiple External Data Sources  Configured using Data Linking Wizard • All Shares Visually Refresh  Data Drive Shape Behavior • Integrated into SharePoint Solution  Fully Extensible using JavaScript API and Web Part Connections
  • 39. Data Drive Dashboards • PerformancePoint Services give Context-Drive Dashboards  Bring Together Data from Multiple Data Sources  Visualization to Your Data  Drill Into Data • Architecture Remains Same • Key Changes  Filter Enhancements & Filter Search  Support for iPad  Support Analysis Services Effective User  Theming Support
  • 40. • SharePoint Search Changes • Content Search Web Part
  • 41. Apps Sites Cloud
  • 42. Modern App Development
  • 43. Discover New Apps • New App Model found in SharePoint 2013 • Primarily Found in Two Flavors  Farm  SharePoint Apps • Sandbox Solutions have been Deprecated • Apps for SharePoint 2013
  • 44. Manage App Approvals and Usage • Track App Usage • Manage Licenses • Access Directly from SharePoint 2013
  • 45. Build for the Future • Write apps once and run anywhere • Developer choice and flexibility • Re-use application logic and assets
  • 46. Design Manager • Empowering Web Designers & Dev  Revamped CSS Classess  No Tables for Web Part Rendering! • Site Design/Branding Using Preferred Tool • Design Manager for Assisting
  • 47. Connecting to Access Data • Access Web Apps • Built on SharePoint & SQL Server 2012  SharePoint Access Apps = Single SQL Server Database • Simply Designing a NoCode Application • More Robust SharePoint App Designer  Known Entity to Many Organizations
  • 48. SharePoint Designer 2013 • Visually Designer is Out  Editing Web Pages  Does Not Mean that Data View Web Part is Gone! • Workflow Designer  Support SharePoint     2010 Workflows Uses Visio Professional 2013 Add-In Enables No-Code Web Service Calls Capable of Doing Stages & Lops Copy & Past TextBased
  • 49. Costs Risk Time
  • 50. eDiscovery – Exchange, SharePoint and Lync • Unified Console to Add, Manage, and Export Discovery Sets • In-place Discovery and Holds • Legal Team does Discovery Discovery Center in SharePoint Unified Preserve, Search and Export Exchange Web Services Connect to Exchange to get mailbox data Lync Archiving to Exchange Exchange is the compliance store for Lync Search Infrastructure Exchange and SharePoint use the same search platform De-duplicate
  • 51. Protect Your Information Assets • Support for eDiscovery • Add Mailboxes, Sites & File Shares • Manage Content Retention Policies  Site Closure and Deposition
  • 52. Manage Information not Infrastructure •Control how sites are provisioned •Enable self-service site creation •Automate repetitive processes
  • 53. What Features Do You See Your Organization Taking Advantage Of and Why?
  • 54. SharePoint 2013
  • 55. SERVER STRUCTURE
  • 56. Installation Pieces • SharePoint Web Front End (WFE) Server  Serves All Content to End Users • SharePoint App Server  Service Applications Can Run From Here • WOPI (Office Web App)  Office Online Components • Windows Azure Workflow  Advanced Workflow Capabilities within SharePoint Designer 2013 • Application Model  Used to Deploy Custom Code
  • 57. Suggested Pre-Requisites Hardware Configuration WFE and App Server Component Minimum Requirements Operating System 64-bit edition of Windows Server 2008 R2 or 2012 Processor 64-bit, four cores RAM 12 GB Hard Disk System Drive: 80 - 100 GB Data Drive: 80 - 100 GB
  • 58. Suggested Pre-Requisites Hardware Configuration Office Web App Component Minimum Requirements Operating System 64-bit edition of Windows Server 2008 R2* or 2012 Processor 64-bit, four cores RAM 12 GB Hard Disk System Drive: 80 - 100 GB
  • 59. Suggested Pre-Requisites Hardware Configuration SQL Server Component Minimum Requirements Operating System 64-bit edition of Windows Server 2008 R2 or 2012 SQL Version 64-bit edition of SQL Server 2008 R2 SP1 or 2012 (SP1 if wanting BI) Processor 64-bit, four cores RAM 12 GB Hard Disk System Drive: 80 - 100 GB Data Drive: 40 GB Database Drive: 80 - 100 GB Database Log Drive: 40 GB
  • 60. Topologies Basic Server Topology Eight-Server Optimized Topology for Search WFE WFE WOPI APP Databases APP Service App Roles Query Processing & Index WOPI Databases
  • 61. URL’s Needed • Web Application  Main Intranet - https://sharepoint.companyname.com  My Site - https://mysharepoint.companyname.com • WOPI (Office Web App)  If SharePoint External Then URL Needs To Be External  https://wopi.companyname.com • App Management  https://companynameapps.com
  • 62. Certificates • Suggested SSL’s To Be Used Within SharePoint  App Management – Certificate Highly Suggested • Using SSL to Authenticate to SharePoint Store • Can be Configured to Not Run on SSL  Office Web App – Certificate High Suggested • Web Applications – 1 Wildcard Certification  *.companyname.com • WOPI (Office Web App) – URL Specific Certificate  wopi.companyname.com • App Management  New Domain Purchased – companynameapps.com  Wildcard Domain Certificate - *.companynameapps.com
  • 63. Other Considerations • Active Directory Configuration  SharePoint User Profile Account  Accounts Needs to have Read and Replicate Directory Changes  If Active Directory is 2003 • Then User Profile Service Account Should be Placed in the Pre-Windows 2000 Compatible Access Group • Service Accounts – (Depends Upon Security Policies)  Balance Between Most and Least Secure • SQL Configuration  SPFarm: Needs to have SQL login permissions of securityadmin & dbcreator  SPFarm: This account needs to be a Local Administrator  SQL 2012 installation needs MDOP = 1 (Max Degree of Parallel)  Set Fixed Amount of Memory for SQL
  • 64. Browser Support • Supported  Internet Explorer – Versions 8 – 11  Google Chrome – Latest Released Version  Mozilla Firefox – Latest Released Version and Immediate Previous Version  Apple Safari – Latest Released Version • Not Supported  Internet Explorer 6-7 and 64 Bit Version
  • 65. What Changes Within SharePoint 2013 Will Effect Implementation of OnPremise?
  • 66. MIGRATION OPTIONS
  • 67. Upgrade and Migration Options There Is No Upgrade Path to SharePoint 2013 • Migration Only Option • Migration from 2013 RTM+  Separate SharePoint 2013 Farm  Migrate Content Databases from 2010 to 2013 • Migration from 2007 SP2  Migrate to 2010 then Migrate to 2013  Utilize 3rd Party Migration Tool
  • 68. Upgrade and Migration Options Continued • Site Collection Compatibility Level  Site Collections Automatically are in “14” Mode  Site Collection Admin Upgrade Manually –OR Farm Admin using PowerShell Can Upgrade - http://bit.ly/1bcs4C4 • Evaluation Site Collection - http://bit.ly/1bcscSb  SCA Request Evaluation Site Collection  Timer Job “Create Upgrade Evaluation Site Collection”  Create Copy of Site Collection in “15” Mode  Retained for 30 Days
  • 69. Deprecated Features • Document Workspace, Meeting Workspace, and Group Work site • Visio Repository  Will Work but Not Available V-Next • Web Analytics  Feature Moved to Search Service • Search RSS  Replaced by Search Alerts • FAST Search Server 2010  Features Integrated into Search Service
  • 70. ENVIRONMENT
  • 71. Service Applications • • • • • • • • • • • • • • • • Access Services/Access Services 2010 – Enterprise Only App Management Service – All Versions Business Data Connectivity Service – Enterprise Only Excel Services Application – Enterprise Only Machine Translation Service – All Version PerformancePoint Service Application – Enterprise Only PowerPoint Animation Service – Standard & Enterprise Managed Metadata Service Application – Standard & Enterprise Search Service Application – All Versions (High End Features Standard and/or Enterprise) Secure Store Service – All Versions State Service – All Versions User and Health Data Collection Service – All Versions User Profile Service Application – All Versions Visio Graphics Service – Enterprise Only Word Automation Service – Standard and Enterprise Work Management Service – All Versions
  • 72. Office Web App • 2010 - Installed on SharePoint 2010 Servers • 2013 – Separate Server Install  High Availability Capabilities • Also Used by Exchange 2013 and Lync 2013 • Improvements  No Ugly URL’s - http://portal.sp.avtex.com/sites/contoso/Shared%20Documents/Cont oso%20vs%20the%20Competition.pptx?web=1  Capability of Reading PDF’s in Word Web App - http://bit.ly/1aUxRj9  More Features  Supports Co-Authoring Across All Web App Products
  • 73. Web Analytics in SharePoint 2013 • Web Analytics Service Application Moved to Search  Primarily Due to Performance Issues in Enterprise • Look At  Views, Click-Thru, Tags, Links, etc.  Aggregated in Reporting Database • Capabilities Are Found  Most Popular Items  Popularity Trends • Options Found  Site Collection  Site  List/Library Item
  • 74. User Profile • Options for Import  Direct Active Directory Import  Forefront Identity Manager  LDAP • Active Directory Import (Improved from 2007)        Lightweight Options Choose a Specific OU, User, & Group Objects Can Use an LDAP Filter Full and Incremental Crawls Custom Property Mappings – Only Strings and Integers Synchronization is One Directional More Information: http://bit.ly/1aPwanN
  • 75. User Profile – Social Data • 2010 – Social Data Stored in Social Database • 2013 – No Social Database  Content Stored within My Site Content Database • If Want to Use Social – Need My Sites Deployed • User Profile Database Architecture  Profile Database – Storing User Profile Information  Synchronization Database – User Profile from External Source  Social Tagging Database – Storing Tags & Notes
  • 76. SharePoint 2013 Social Infrastructure Activity Generators Microblog Features Document Edits Document Sharing Birthdays Community Posts Feeds Following Like Newsfeed Activities Newsfeed Everyone Newsfeed Mentions Newsfeed Site Feeds Distributed Cache Feeds Cache Recent User Activities Recent Doc Activities Recent Site Activities Recent Tag Activities Last Modified Time Cache Last Modified Time of Activities My Sites Content DB All Users Activities Sites Content DB All Site Activities
  • 77. Search • 2010 – FAST Search  Separate SKU/Licenses  High End Search Capabilities  API’s  Relevance Settings • 2013 – FAST Integrated into Search  Experience From Foundation to Enterprise Similar  Once Licenses for SharePoint • All Versions of SharePoint Use Same Search Service
  • 78. Search Feature Set Includes • Continuous Crawl  By Default Set to Every 15 Minutes  PowerShell Cmd to Change: Set-SPEnterpriseSearchCrawlContentSource • Health Monitoring Reports  Query Latency Reports – All Components of Query • Index Engine, IMS Flow, Federation, Local SharePoint and People Search Results  Crawl Reports – All Components of Crawl • Crawl Rate, Processing Per Document, Queue Load
  • 79. Search Feature Set Includes • Relevance Improvements - http://bit.ly/1hs3YvA  Ranking Models • Determines Recall (What is Displayed) and Rank (the Order Displayed)  Analysis of Content and User Interaction • What Items Users Most Commonly Click • Web Parts Can Show Most Popular  Query Rules • Conditions and Actions Based on Content  Promoted Results • a.k.a Keyword and Best Bets  Result Sources • a.k.a Scopes • Limiting Search to a Subset of Results
  • 80. Search Cheat Sheet 2010 Term 2013 Term Scopes Result Source Federated Location Result Source Keyword Query Rule Best Bets Promoted Result Managed Property Schema > Managed Property Crawled Property Schema > Crawled Property Search Result Removal Crawl Log > URL View > Remove the item from the Index XSLT Display Templates N/A Result Types N/A Result Block N/A Continuous Crawl Host Distribution Rule N/A
  • 81. Other Components • Work Management Service  Process that Works with Exchange for Task Aggregation • Host-Named Site Collections  Assign Unique Host Name to Site Collection  Deploying Many Sites with Unique DNS Names  PowerShell Cmd • Set-SPSiteURL, Get-SPSiteURL, & Remove-SPSiteURL • User License Enforcement  Enforce Which Security Groups have Version  Capability of Controlling Standard, Enterprise, Project, Duet, and Office Web App Edit  Process: Enable User Licensing Enforcement then Map User Licenses
  • 82. SharePoint 2013
  • 83. SERVER STRUCTURE
  • 84. Active Directory Federation Services (ADFS) • • • • • Allows for Single-Sign On Between Two Different Domains/Forests Is Not A Trust Uses Claims Based Model for Authentication Communication Done over HTTP Secure (HTTPS, port 443) Accepting Incoming Claims Roles Authorizing Claims Requesters Issuing Outgoing Claims
  • 85. ADFS Pre-Requisites • Requires Two Server Minimum  ADFS Server  ADFS Proxy Server – Connecting Outside of Network • High Availability Needed Then Double Servers • Not Recommended To Install on Domain Controller • Federated Servers Supports 15,000 Users Up  Maximum of 5 Dedicated Servers For 60,000 Users • Implementation: http://bit.ly/1j68xuS Component Minimum Requirements Operating System 64-bit edition of Windows Server 2008 R2 or 2012 Processor Dual Quad Core 2.27 GHz CUP (8 Cores) RAM 4 GB
  • 86. Office 365 Software Requirements Web Browsers/Office Clients Major Platform Internet Explorer 11 Windows 8.1 & Windows 7 SP1 + Internet Explorer 10 Windows 8 & Windows 7 Internet Explorer 9 Windows 7 & Windows Vista SP2 Internet Explorer 8 Windows 7, Vista SP2, Windows XP SP3 (32 bit) and SP2 (64 bit) Office 365 ProPlus Windows 8.1, Windows 8, Windows 7 Office 2010 SP1 (SP2 Recommended) Windows 8.1, Windows 8, Windows 7, Windows Vista SP2, Windows XP SP3 (32 bit) and SP2 (64 bit) Office 2007 SP3 Windows 8.1, Windows 8, Windows 7, Windows Vista SP2, Windows XP SP3 (32 bit) and SP2 (64 bit) Office for Mac 2011 SP3 Mac OS X 10.6 + Mozilla Firefox Most Recent Version of Firefox Google Chrome Most Recent Version of Google Chrome Safari Most Recent Version of Safari, Mac OS X + Reference: http://bit.ly/1eKStMj
  • 87. MIGRATION OPTIONS
  • 88. Options for Migration • Third Party Vendor Migration Tool  Creation of SharePoint Framework  Migration of Content Types & Metadata  Migration of Workflows  Possible Migrate Other Content (a.k.a. File Shares) • Manual  Create Foundation Through Interface  Open Windows Explorer and Upload  Manually Add Tags and Metadata
  • 89. ENVIRONMENT
  • 90. Plan Options • Decisions, Decisions • Office 365 vs. Just SharePoint Online Plan # of Users Cost Options O365 Small Bus Up to 25 $5 user/month Email, Lync Online, Public Website, File Sharing, Office Web Apps O365 Small Bus Premium Up to 25 $12.50 user/month Email, Lync Online, Public Website, File Sharing, Office Web Apps, Desktop Version of Office (w/o InfoPath) O365 Midsize Bus Up to 300 $15 user/month Email, Lync Online, Public Website, File Sharing, Office Web Apps, Desktop Version of Office O365 Enterprise 1 Unlimited $8 user/month Email, Online Conferencing , Public Website, File Sharing, Yammer, Office Web Apps (SharePoint 2013 Standard) O365 Enterprise 3 Unlimited $20 user/month Email, Online Conferencing , Public Website, File Sharing, Yammer, Office Web Apps, Desktop Version of Office, eDiscovery Center (SharePoint 2013 Enterprise) SharePoint Online Plan 1 Unlimited $4 user/month SharePoint 2013 Standard Features which includes Yammer Enterprise SharePoint Online Plan 2 Unlimited $8 user/month SharePoint 2013 Enterprise Features which includes Yammer Enterprise Reference: http://bit.ly/18v0eH2 & Government Pricing Information: http://bit.ly/1hq9Rt8
  • 91. Feature Parity • SharePoint 2013 Standard On-Premise  Office 365 Enterprise 1  SharePoint Online Plan 1 • SharePoint 2013 Enterprise On-Premise  Office 365 Enterprise 3 or 4  SharePoint Online Plan 2 • Main Differences Enterprise     Business Intelligence Features Need to Be Online Windows Azure or Power BI Cannot Consume Local Data Sources Tools Can Connect Info Using Business Connectivity Service (BCS)
  • 92. Options for Features • Public Website  SharePoint 2013 Internet Site  Full Branding Capabilities • Rights Management Service     A.k.a. - Azure Active Directory Rights Management Information Rights Management Protecting Content Using Predefined Policies Lock Down Capabilities Within Word, Excel, PowerPoint, Outlook & InfoPath • Yammer Enterprise  Enterprise Social Tool  Capable Of Integrating Into SharePoint Online 2013
  • 93. Options for Features Continued • Project Online  Project Management Tool  Rides On Top of SharePoint 2013 Online  Can Integrate into SharePoint 2013 Task Lists  Aggregation of Tasks at Central Location • Microsoft Dynamics CRM Online Professional  Content Relationship Management Tool
  • 94. SharePoint Online Administration • Administration is Restricted  Site Collection Level  Some Tennant Capable Services • Administration of Service Include            Site Collections SkyDrive Pro InfoPath User Profiles BCS Term Store Records Management Search Secure Store Apps Configuring General Settings
  • 95. • SharePoint 2013 Online Administration Center
  • 96. Q&A
  • 97. MN SharePoint Users Group Website • • • • • • • SharePoint Resource Documents SharePoint Resource links RSS Feeds Meeting Schedule Past User Group Presentations Past User Group Recordings Sponsorship Information • http://sharepointmn.com • Email: sharepoint@sharepointmn.com
  • 98. Avtex IT Pro Consultant ddonais@avtex.com Blog – Tales from IT Side http://talesfromitside.wordpress.com Twitter @dondonais