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Who moved my SharePoint (to 2013)


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Who moved my SharePoint (to 2013)

  2. 2. engineering intelligence Our Agenda Today Improved Efficiencies Enhanced Search Functionality Social Features World of Workflows Site Administration
  3. 3. engineering intelligence About Entrance Who is Entrance? Who is Theresa Eller?
  4. 4. engineering intelligence We’re “IT guys” that get our hands dirty.
  5. 5. engineering intelligence • “information as an asset” • Data you already have is your company’s largest source of untapped potential • “fluent in energy” • Asset Companies • Upstream • Midstream • Downstream • Service Companies • Field • Manufacturing • Engineering Information: The next big unconventional asset play Key Messages Service Offerings Business •Process Engineering •Automation •Workflow •Best Practices Technology •Software strategy •Microsoft platform (SharePoint, SQL, .Net) •Business Intelligence (BI) •Data/Information Management
  6. 6. engineering intelligence • First SharePoint Site was WSS • Site Owner for Training site • Site Collection Owner for Finance • Corporate Trainer for SharePoint 2010 • InfoPath/Electronic Forms Advocate • Farm Administrator/Product Who is Theresa Eller? Experience & Education • Entrance Software (Houston, TX) • SharePoint Consultant • BA in Public Relations • Ragin Cajun! • MA in Teaching & Learning with Technology • Toastmasters International Member (since 2001) • Twitter: @SharePointMadam • Email: SharePoint Career Path
  7. 7. Laissez les bon temps rouler!
  8. 8. engineering intelligence Improved Efficiencies Efficiencies for Business Users and Site Administrators
  9. 9. engineering intelligence Efficiencies for Business Users (1 of 2) •Drag & Drop files into document libraries •Performance • Minimal download strategy (MDS) • Object caching •Mobile browser support
  10. 10. engineering intelligence •Sharing (permissions) • Users can request that a site, library, or list be shared with others • Request must be approved by owner Efficiencies for Business Users (2 of 2) •Copy/paste from Word into Content Editor Web Part • No extra code to alter formatting
  11. 11. engineering intelligence • Source: Professional SharePoint 2013 Administration by Shane Young, Steve Caravajal, and Todd Klindt Office Web Apps •Can be used outside of SharePoint •New set of features • Change tracking • Comments • Co-authoring • Quick (visual) preview • Share by link • Short URLs
  12. 12. engineering intelligence •Tasks aggregated from multiple programs to one place •One comprehensive view of user tasks •Central point for managing tasks • Slide Credit: Understanding Task Aggregation in SharePoint 2013 by Paul Wood Task Aggregation
  13. 13. engineering intelligence •Not the same as your personal SkyDrive •Replaces SharePoint 2010 Workspace •Allows users to make SharePoint content available offline •100MB storage quota by default • Blog Post by Ben Naulin of Sharegate SkyDrive Pro
  14. 14. engineering intelligence Community Sites and Portal •Replace discussion boards •Focus on conversations •Encourage shared interests •Promote gamification • Badges • Reputations Demo http://es-sp2013-1/sites/theresa/SitePages/Home.aspx
  15. 15. engineering intelligence Enhanced Search Features
  16. 16. engineering intelligence What’s New in Search •FAST now integrated •Type-ahead (or key-ahead) •Remembers previously clicked links •Displays how many times a document has been viewed
  17. 17. engineering intelligence •Set limits before or after entering your search term •Available with or without item counts (where applicable) • Image Credit: Search is Everywhere! What you need to know about Search in SharePoint 2013 Preview by Corey Roth Refiners
  18. 18. engineering intelligence Visual Preview • Image Credit: Search is Everywhere! What you need to know about Search in SharePoint 2013 Preview by Corey Roth
  19. 19. engineering intelligence Next Session •Configuring SharePoint Search for an optimal document management experience
  20. 20. engineering intelligence Social Features Making social features useful for business purposes
  21. 21. engineering intelligence Microblogging •Mentions • @[username] •Hashtags • #yourchoice
  22. 22. engineering intelligence •Microblog format •Follow sites, people, documents • Automatically displayed in newsfeed Newsfeed
  23. 23. engineering intelligence •In Outlook, drag emails, documents, or attachments into the site mailbox Site Mailbox (1 of 2) • Image Source: Site Mailboxes in the new Office
  24. 24. engineering intelligence Site Mailbox (2 of 2) •Central filing cabinet •Place to file project emails and documents that can only be accessed and edited by site members • Emails stored in Exchange • Documents stored in SharePoint • Coauthoring and versioning available •Available in Outlook 2013 • Not available in Outlook Web App
  25. 25. engineering intelligence World of Workflows 2010 Workflows? 2013 Workflows? What’s the difference?
  26. 26. engineering intelligence What Happens to 2010 Workflows? •SharePoint 2010 Workflow platform has been carried forward to SharePoint 2013 • Workflows built for SharePoint 2010 will continue to work in SharePoint 2013
  27. 27. engineering intelligence SharePoint 2013 Workflows •To use SharePoint Server 2013 workflows: • Download, install, and configure Workflow Manager to work with SharePoint Server • Workflow Manager provides an externalized host to run workflows •SharePoint Designer 2013 will then allow you to choose which version (2010 or 2013) of workflow you want to create or edit
  28. 28. engineering intelligence InfoPath is NOT Dead •InfoPath 2013 is not deprecated • 2013 is possibly last version • Very similar to InfoPath 2010 •InfoPath Services is not new or enhanced
  29. 29. engineering intelligence •To fix, follow the steps in Lori Gowin’s blog post: Upgrading InfoPath and the User Profile Service Data Connection InfoPath Form: Username Field “Breaks” What We Get What We Want
  30. 30. engineering intelligence What About Access Services 2013? •Develop Access forms in client, then publish to SharePoint • Build a custom web app • Use a web app template • Download a web app from Office store •Requires SQL Server 2012 •No integration with workflows in SP2013 • Future integration is rumored
  31. 31. engineering intelligence Site Administration
  32. 32. engineering intelligence Efficiencies for Site Administrators •Edit Quick Launch directly with page in Edit mode •Out of the box branding capable through Design Manager •Site collection owners can compare 2010 to 2013 and determine when to upgrade
  33. 33. engineering intelligence What I Don’t Like About SharePoint 2013
  34. 34. engineering intelligence What I Don’t Like About SP2013 •Site Actions replaced with Settings icon •Settings icon returns to right side • Handy if upgrading from 2007 •Two types of Apps • Lists and Libraries • SharePoint store applications •Create new subsite hidden at bottom of Site Contents page
  35. 35. engineering intelligence Questions?