HTF - Who Moved My SharePoint (to 2013)
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Who Moved My SharePoint (to 2013)?
Theresa Eller
Entrance Software
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Welcome to Houston TechFest
• Please turn off all electronic devices or set them to vibrate.
• If you must take a phone call, please do so in the lobby so as not to disturb others.
• Thanks to our Diamond Sponsors:
Thank you for being a part of the 7th Annual Houston TechFest!
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Information
• Speaker presentation slides will be available at www.houstontechfest.org within a week
• Don’t forget to complete the Bingo card to be eligible for door prizes
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engineering intelligence
About EntranceWho is Entrance? Who is Theresa Eller?
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engineering intelligence
We’re “IT guys” that get our hands dirty.
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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/Production Support
• SharePoint Consultant
Who is Theresa Eller?
Experience & Education
• Entrance Software (Houston, TX)
• BA in Public Relations
• MA in Teaching & Learning with Technology
• Toastmasters International Member (since 2001)
• Twitter: @SharePointMadam
• Email: [email protected]
SharePoint Career Path
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engineering intelligence
Our Agenda Today
Improved
Efficiencies
Enhanced
Search
Functionality
Social FeaturesWorld of
Workflows
Site
Administration
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Laissez les bon temps rouler!
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engineering intelligence
Improved Efficiencies
Efficiencies for Business Users
and Site Administrators
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engineering intelligence
Efficiencies for Business Users (1 of 2)
•Drag & Drop files into document libraries• Up to 100 files
•Add new item now at top of list
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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
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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
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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
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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
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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
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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
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engineering intelligence
Enhanced Search Features
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engineering intelligence
•FAST now integrated
•Type-ahead (or key-
ahead)
•Remembers
previously clicked
links
•Search filter options
What’s New in Search (1 of 2)
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engineering intelligence
What’s New in Search (2 of 2)
•Proximity Operators• NEAR
• Searches for two terms close to each other, with up to 8 words in between
• Searches for second term before or after first term
• ONEAR• Searches for second term after first term
• Shorten distance between words by using (#)• e.g., NEAR(4) searches for the terms within four words
of each other
•Continuous Crawling
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engineering intelligence
•View documents without opening them
• Jump to specific sections with Take a look inside
•See how many times a document has been viewed
•PDF preview available with March 2013 Public Update
Visual Preview
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engineering intelligence
•Set limits before or
after entering your
search term
•Available with or
without item counts
(where applicable)
Refiners
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engineering intelligence
Social Features
Making social features
useful for business purposes
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engineering intelligence
20-25%Potential improvement possible in knowledge worker
productivity
70%Proportion of companies using social technologies
90%Proportion of companies that report some business benefit from them
28hoursTime each week spent by knowledge workers writing emails, searching for information and collaborating internally
Statistical Source: McKinsey
• Source: Naomi Moneypenney
• Yammer Presentation at SPTechCon Boston 2013
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engineering intelligence
Microblogging
•Mentions• @[username]
•Hashtags• #yourchoice
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engineering intelligence
•Microblog format
•Follow sites,
people,
documents• Automatically
displayed in
newsfeed
Newsfeed
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engineering intelligence
Yammer Integration
Required Settings• IE > Tools > Internet Options >
Security tab > Trusted Sites > Sites
• Add the following URLs
• https://*.assets.-yammer.com
https://*.sharepoint.com
https://*.yammer.com
https://login.microsoftonline.com
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engineering intelligence
Community Sites and Portal
•Replace discussion boards
•Focus on conversations
•Encourage shared
interests
•Promote gamification• Badges
• Reputations
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engineering intelligence
World of Workflows
2010 Workflows?
2013 Workflows?
What’s the difference?
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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
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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
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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
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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
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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• Separate database instance
•No integration with workflows in SP2013• Future integration is rumored
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engineering intelligence
Site AdministrationNew, Different & Improved
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engineering intelligence
New for Site Administrators
•Site collection owners can compare 2010 to
2013 and determine when to upgrade
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engineering intelligence
Different for Site Administrators (1 of 3)
•Out of the box branding capable
through Composed Looks or Design
Manager
•Delete unique permissions• “Inherit Permissions” in SP2010
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engineering intelligence
Different for Site Administrators (2 of 3)
•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
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engineering intelligence
Different for Site Administrators (3 of 3)
•Email a Link to a file is gone• Instead, right-click file and copy
hyperlink
•Create new subsite hidden at
bottom of Site Contents page
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engineering intelligence
Improved for Site Administrators
•Edit Quick Launch directly
with page in Edit mode
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engineering intelligence
Questions?
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