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http://www.restonspug.org
FEDSPUG & WiSP
SUGDC
CapArea .NET SharePoint
http://www.yammer.com/spyam
info@restonspug.org
10 SharePoint 2013 OOTB Solutions
Every Power User Should Know
Making Collaboration Stick
@collabadam
Adam Levithan
Senior Consultant
Portal Solutions
alevithan@portalsolutions.net
@portalsolutions
@collabadam
Who Am I?
Mott...
Who I work for
We deliver Digital
Workplace Products
and Solutions that help
organizations share
what they know and
find w...
Agenda
› Typical SharePoint
› 5 OOTB Features that work across versions
› 5 New OOTB 2013 Features
› Questions
A Mess
12
?
@collabadam
@collabadam
Success
13
• Strategy
• Benefits
• Features
@collabadam
@collabadam
5 OOTB Features that work
QUESTION:
What version of SharePoint are you using?
 2007
 2010
 2013
 O365
16
Let’s Build a Virtual Meeting
• Reduce document sprawl and creation of
low use documentation
• Accountability and track...
5. Create a page
18
@collabadam
• Find meeting
content
• Save web part page
in a document
library
• Publishing pages
• Sit...
@collabadam
Add a Page
19
4. Add a Custom Column
20
• Reuse a single item
(row) for multiple
purposes
• Rely less on naming
conventions
• consistenc...
Adding a column
21
@collabadam
Creating a view
22
@collabadam
3. Connect the Lists on a Page
23
• Reduce the need for
navigation
• Virtualize meeting
minutes
• Connect web parts
within...
Connecting Lists On a Page
24
@collabadam
2. Edit Display View Form
25
• Single point to
access all
information
• Edit List/Library
Page
• In Ribbon – Edit
Display ...
2. Display View Forms
1. Document Templates
27
@collabadam
• Consistency of
documentation
• Printing
• Automatic Tagging
• Create document in
li...
1. Document Templates
28
@collabadam
0. Process automation
• Business Needs
Reduce rework performed by Human Resources
Form approval status and a...
0. Process automation
@collabadam
2013 Loops
31
NOTE TO THE OBSERVER
All Pieces of a content type
32
Template
Metadata
Workflow
Information
Management
@collabadam
5 OOTB Features that work across versions
• Pages
• Custom Column
• Connecting Lists
• Document Templates
• Di...
BUT WAIT, THERE’S MORE!
5 New OOTB 2013 Features
System users are trained by consumer apps and
expect enterprise apps to act the same way.
2013 starts to takes technology ...
All Inclusive Search (FAST)
36
@collabadam
Document Sync (the feature currently called OneDrive for Business)
37
Document Sync – Personal Site
38
Centralized Tasks
39
Share
40
@collabadam
Quick Edit/Browser Independence
PROMOTED LINKS LIST
42
QUESTIONS
Other 2013 Features
Organize: Drag and Drop
Organize: Focus On Content
Organize: Task Timeline
Audio
Cameras
Computers
Home appliances
Phones
TV and video
TERM STORE
NAVIGATION TAXONOMY
Search
Filter query by
CATEGORY...
Refiners and faceted navigation
• Define refiners for catalog content drill
down in catalog drive scenarios
• Provides eas...
Unified Discovery across Exchange, SharePoint and Lync
• Find it all in one place (unified console)
• Find more (in-place ...
Liking
• Offers a way to keep track of specific posts across all the microblogging activity
• Likes: is a personal view to...
@Me (aka: Mentions)
• Mentions give the ability to refer to a person in a microblogging post
• it works independently from...
SkyDrive Pro/My Documents
• Provides a single place for users to create, share, collaborate and follow important documents...
SkyDrive Pro: Folder Sync
• Provides quick and easy access to Document Libraries in the familiar Windows Explorer experien...
New 2013 Architecture
• In general model has stayed same as in previous version
• Numerous platform level improvements and...
Build workflow apps integration
Manage security information rights eDiscovery
Discover
search
business intelligence
Organi...
Things to consider…
• Technology
 Security
 System/Comput
er Variations
 Who owns
SharePoint?
(Users, Business,
Network...
10 SharePoint 2013 OOTB Solutions Every Power User Should Know
10 SharePoint 2013 OOTB Solutions Every Power User Should Know
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10 SharePoint 2013 OOTB Solutions Every Power User Should Know

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With Microsoft's push to the cloud using Office 365 out of the box solutions have become more important for the Power Users and developers alike. First we'll take a look at the top five features that have been used throughout SharePoint 2007 and 2010. Then we'll take a look at five of the newest features that SharePoint 2013 provides to create solutions. Whether you're a business user just being introduced to the full features of SharePoint or a developer building a sophisticated application, these are features that no deployment should be without.

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  • With Microsoft's push to the cloud using Office 365 out of the box solutions have become more important for the Power Users and developers alike.First we'll take a look at the top five features that have been used throughout SharePoint 2007 and 2010. Then we'll take a look at five of the newest features that SharePoint 2013 provides to create solutions.Whether you're a business user just being introduced to the full features of SharePoint or a developer building a sophisticated application, these are features that no deployment should be without.
  • Solution – “Virtual Meeting Agenda”Individual Task AssignmentUp-to-date reportingViews
  • Utilizing Custom Lists with a Custom ColumnsViews & Pages
  • Users don’t understand what permission level to grant to other usersUsers generally don't know who all has permissions on a siteUsers can’t see the invitations that have been sent out to external users.Users don’t understand what rights they are giving people when they add them to a SharePoint group
  • Transcript of "10 SharePoint 2013 OOTB Solutions Every Power User Should Know"

    1. 1. http://www.restonspug.org
    2. 2. FEDSPUG & WiSP SUGDC CapArea .NET SharePoint
    3. 3. http://www.yammer.com/spyam info@restonspug.org
    4. 4. 10 SharePoint 2013 OOTB Solutions Every Power User Should Know Making Collaboration Stick @collabadam
    5. 5. Adam Levithan Senior Consultant Portal Solutions alevithan@portalsolutions.net @portalsolutions @collabadam Who Am I? Motto Why Code when you can Click? Interests Social Computing Enabling Power Users Information Architecture Blogs Portal Solutions http://blog.portalsolutions.net/ AIIM Expert Blogger http://www.aiim.org/Community/Blogs ViewDo Labs Guest Blogger http://blog.viewdolabs.com/
    6. 6. Who I work for We deliver Digital Workplace Products and Solutions that help organizations share what they know and find what they need by connecting people, data, and content. @collabadam
    7. 7. Agenda › Typical SharePoint › 5 OOTB Features that work across versions › 5 New OOTB 2013 Features › Questions
    8. 8. A Mess 12 ? @collabadam @collabadam
    9. 9. Success 13 • Strategy • Benefits • Features @collabadam @collabadam
    10. 10. 5 OOTB Features that work
    11. 11. QUESTION: What version of SharePoint are you using?  2007  2010  2013  O365
    12. 12. 16 Let’s Build a Virtual Meeting • Reduce document sprawl and creation of low use documentation • Accountability and tracking of assigned activities
    13. 13. 5. Create a page 18 @collabadam • Find meeting content • Save web part page in a document library • Publishing pages • Site Pages Library • Wiki Library • Publishing Pages @collabadam
    14. 14. @collabadam Add a Page 19
    15. 15. 4. Add a Custom Column 20 • Reuse a single item (row) for multiple purposes • Rely less on naming conventions • consistency • Column in a Library • Site Column • Column in a library • Site Column • Managed Metadata @collabadam
    16. 16. Adding a column 21 @collabadam
    17. 17. Creating a view 22 @collabadam
    18. 18. 3. Connect the Lists on a Page 23 • Reduce the need for navigation • Virtualize meeting minutes • Connect web parts within page
    19. 19. Connecting Lists On a Page 24 @collabadam
    20. 20. 2. Edit Display View Form 25 • Single point to access all information • Edit List/Library Page • In Ribbon – Edit Display View Form
    21. 21. 2. Display View Forms
    22. 22. 1. Document Templates 27 @collabadam • Consistency of documentation • Printing • Automatic Tagging • Create document in library with custom columns • Save and upload as a template
    23. 23. 1. Document Templates 28
    24. 24. @collabadam 0. Process automation • Business Needs Reduce rework performed by Human Resources Form approval status and approval tracking Accountability Green computing • Solution One-click built-in automation Custom forms & process workflows Paperless 29
    25. 25. 0. Process automation @collabadam
    26. 26. 2013 Loops 31
    27. 27. NOTE TO THE OBSERVER All Pieces of a content type 32 Template Metadata Workflow Information Management
    28. 28. @collabadam 5 OOTB Features that work across versions • Pages • Custom Column • Connecting Lists • Document Templates • Display View Forms (Process automation too)
    29. 29. BUT WAIT, THERE’S MORE! 5 New OOTB 2013 Features
    30. 30. System users are trained by consumer apps and expect enterprise apps to act the same way. 2013 starts to takes technology out of collaboration
    31. 31. All Inclusive Search (FAST) 36 @collabadam
    32. 32. Document Sync (the feature currently called OneDrive for Business) 37
    33. 33. Document Sync – Personal Site 38
    34. 34. Centralized Tasks 39
    35. 35. Share 40 @collabadam
    36. 36. Quick Edit/Browser Independence
    37. 37. PROMOTED LINKS LIST 42
    38. 38. QUESTIONS
    39. 39. Other 2013 Features
    40. 40. Organize: Drag and Drop
    41. 41. Organize: Focus On Content
    42. 42. Organize: Task Timeline
    43. 43. Audio Cameras Computers Home appliances Phones TV and video TERM STORE NAVIGATION TAXONOMY Search Filter query by CATEGORY: COMPUTERS Friendly URL http://contoso.com/computers Use page maincategory.aspx CONTENT SEARCH WEB PART Managed navigation, search and topic pages
    44. 44. 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 rending can be customized for each refiner • Different data types have different rendering options
    45. 45. Unified Discovery across Exchange, SharePoint and Lync • Find it all in one place (unified console) • Find more (in-place discovery returns the richest data) • Find it without impacting the user (Give legal team discovery, leave IWs alone) 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
    46. 46. Liking • Offers a way to keep track of specific posts across all the microblogging activity • Likes: is a personal view to see things you liked*  Other people don't have access to the list of everything you liked, but they can see what you liked if they look at your profile feed (About me). • Useful to track Social activities  The popularity of an item  Tracking a specific post – thread • It shows in the main consolidated feeds web part
    47. 47. @Me (aka: Mentions) • Mentions give the ability to refer to a person in a microblogging post • it works independently from following  if a person gets mentioned that post will show in his or her mentions feed. • People can mention  People who are in the “Followed People” list  People in the Profile DB • User who gets mentioned receives a notification email • Newsfeed page also provides a visual notification of number of mentions
    48. 48. SkyDrive Pro/My Documents • Provides a single place for users to create, share, collaborate and follow important documents • In 15 my sites have a single document library that can be user for private document as well as documents shared with others • So it is “the” document library of your personal site and a set of views that give access to content people want to be connected with:  All: provides an overall view of documents in the My Documents  Shared with me: provides the ability to show all documents that have been shared with you across people’s My Documents
    49. 49. SkyDrive Pro: Folder Sync • Provides quick and easy access to Document Libraries in the familiar Windows Explorer experience.  Works for My Documents as well as other SharePoint 15 Document Libraries. • Makes your documents accessible online, offline or in-between and your changes are automatically synced  Syncs libraries across multiple devices • Overlays on files and folders so you can easily tell if your content is in sync. • Enables quick access to useful options in the System Tray area.
    50. 50. New 2013 Architecture • In general model has stayed same as in previous version • Numerous platform level improvements and new capabilities  Shredded Storage  SQL Improvements  Cache Service  Request Management  Themes  Sharing
    51. 51. Build workflow apps integration Manage security information rights eDiscovery Discover search business intelligence Organize documents tasks projects Share social collaborate community • Centralize project information and communications • Store and sync your documentation • Create Site templates with tasks, workflows, calendars and custom libraries. • Deep Integration with Office applications • Availability of information inside and outside of the organization • Capture ideas, discover answers and follow colleagues activities • Connect with people across your organization • Discover Interests, projects and documents they’ve worked on, tagged or rated • Customize search to deliver more relevant results, recommending people and documents
    52. 52. Things to consider… • Technology  Security  System/Comput er Variations  Who owns SharePoint? (Users, Business, Network, Database) 57 • Culture  Is this required  Who’s in my organization • In Government  Policy  Compliance
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