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SPTechCon Austin - Top 10 Out-of-the-Box SharePoint 2013 Features


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So you have SharePoint, you've experienced some success and maybe a dose of failure. Now Microsoft is pushing the online model that focuses on out-of-the-box (OOTB) features, and you're wondering if moving to 2013 will enhance your current deployment. First, we'll take a look at the top five OOTB features that we've seen solve end user/business needs across 2007 and 2013. Second, we will unveil the newest five features that 2013 brings to the game, and may help you make your decision. Whether you're a business user just being introduced to the full features of SharePoint or a developer building sophisticated applications, these are features that no deployment should live without.

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SPTechCon Austin - Top 10 Out-of-the-Box SharePoint 2013 Features

  1. 1. 1 February 10, 2015 Top 10 Out-of-the-Box SharePoint 2013 Features Making Collaboration Stick @collabadam
  2. 2. 3 Adam Levithan @collabadam AIIM & IT Unity Blogger Product Manager 9+ years in Collaborative Systems SharePoint expertise: Out-of-the-box solutions, business process management, Governance, adoptions, information architecture Next Adventure: One-Day 200 Mile Bicycle Ride (wish me Luck) About Me
  3. 3. 4 Metalogix Provides The Industry’s Most Trusted Tools For Mission-Critical Collaboration Platforms ■ Metalogix provides “need to have” industry-recognized management tools for mission-critical collaboration platforms regardless of storage and cloud platform ■ Metalogix’s world-class tools and client service have proven to be the most effective way to manage increasingly complex, and exponentially growing metadata and content across collaboration platforms on premise and any cloud or storage platform ■ 14,000+ clients rely on Metalogix’s tools every minute of every day to monitor, migrate, store, synchronize, archive, and backup their collaboration content Vancouver Los Angeles Toronto Washington D.C. Boston London Switzerland Australia Founded in 2008 Headquarters in Washington, D.C. 50%+ Profitable CAGR since 2009 14,000+ Clients 250+ Employees Live 24x7 Customer Support Global Presence Sales Development Support HQ Outsourced Dev/ Support
  4. 4. 5 … With The Industry’s Most Trusted Suite of Tools  Only deploy tools you need.  Designed to work together, but can be used independently.  “Click, Try, Buy” and installs directly into SharePoint. No additional hardware/software required.  Operates in full trust on premises, hybrid and cloud infrastructures Across any storage or cloud platform SHAREPOINT MIGRATION & MANAGEMENT SECURITY, COMPLIANCE & ADMINISTRATION MULTI-FARM SYNCH & REPLICATIONSHAREPOINT MONITORING EMAIL, FILE & SHAREPOINT ARCHIVING Content Matrix ControlPoint ReplicatorDiagnostic Manager Archive Manager STORAGE OPTIMIZATION & PERFORMANCE SHAREPOINT BACKUP & RESTORE StoragePoint SharePoint Backup
  5. 5. 6 Enough about me… What about you? Raise your hands • Version of SharePoint you are interested in 2010, 2013 Foundation, Standard, Enterprise (or O365) • Background – Power User, IT Pro, Developer
  6. 6. 7 Agenda › Why is this important › 5 OOTB Features that work across versions › 5 OOTB 2013 Features › Questions
  7. 7. 8 Why is this important? - Typical SharePoint Experience Let’s Try Collaboration Lack of engagement No Clear Business Needs Rampant Growth of Content Bad Experience
  8. 8. 9 Why is this important? – Successful Deployments Business Needs Driven Sponsored by Leadership Configure First (OOTB -> Develop) Consistency Governance by PEOPLE
  9. 9. 10 Submit an Idea for a new Product/Project Business Needs Driven
  10. 10. 11 The Process
  11. 11. 12 5 OOTB Features Across All Versions Custom Column Document Templates Display View Forms Connecting Lists Process automation Custom Columns Document Template Display View Forms
  12. 12. 13 Adding a column 13
  13. 13. 14 Creating a view 14
  14. 14. 15 Document Templates 15
  15. 15. 16 Display View Forms
  16. 16. 17 17 5 OOTB Features Across All Versions Custom Column Document Templates Display View Forms Connecting Lists Process automation Connecting Lists Approval Workflow
  17. 17. 18 Connecting Lists On a Page 18
  18. 18. 19 Process Automation 19
  19. 19. 20 All Pieces of a content type NOTE TO THE OBSERVER 20 Template Metadata Workflow Information Management
  20. 20. 21 Stop Holding Your Breath! Where does 2013 Help?
  21. 21. 22 Quickly add a column through GUI 22 @collabadam
  22. 22. 23 Much better rich text editor 23 @collabadam
  23. 23. 24 Office Web Applications (Office Online in Cloud) 24 OneNote Word Excel PowerPoint • Ink • Search • Image paste • Print Layout • Smart Art Rendering • Line and Paragraph spacing • Page setup • Word count • Print • Sheet operations • Auto-fit • Animations • Shapes • Inserting text box • Styles
  24. 24. 25 Loops in workflows 25
  25. 25. 26 All Inclusive Search (FAST) 26
  26. 26. 27 BUT WAIT, THERE’S MORE! 5 New OOTB 2013 Features
  27. 27. 28 System users are trained by consumer apps and expect enterprise apps to act the same way. 2013 starts to take technology out of collaboration
  28. 28. 29 29 5 OOTB 2013 Features Share Promoted Links Project Timeline Quick Edit W/ Publishing or O365 Content Search Managed Metadata Navigation Share Promoted Links Content Search
  29. 29. 30 Share 30 @collabadam
  30. 30. 31 Promoted Links
  31. 31. 32 Content Search 32
  32. 32. 33 33 Project Timeline Quick Edit Managed Metadata Navigation 5 OOTB 2013 Features Share Promoted Links Project Timeline Quick Edit W/ Publishing or O365 Content Search Managed Metadata Navigation
  33. 33. 34 Quick Edit (Browser Independent) @collabadam
  34. 34. 35 Project Timeline
  35. 35. 36 Managed Metadata Navigation
  36. 36. 37 Questions? Thank You @collabadam
  37. 37. 38 Other 2013 Features
  38. 38. 39 Organize: Drag and Drop
  39. 39. 40 Organize: Focus On Content
  40. 40. 41 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
  41. 41. 42 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
  42. 42. 43 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
  43. 43. 44 @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
  44. 44. 45 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