What's new for business users in SharePoint 2013

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Who Moved My
SharePoint (to 2013)?
Theresa Eller
Entrance Software

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Welcome to Houston TechFest
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Information
• Speaker presentation slides will be available at
www.houstontechfest.org within a week
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eligible for door prizes

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About Entrance
Who is Entrance? Who is Theresa Eller?

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We’re “IT guys” that get our hands dirty.

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• 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:
theresaeller@gmail.com
SharePoint Career Path

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Our Agenda Today
Improved
Efficiencies
Enhanced
Search
Functionality
Social Features
World of
Workflows
Site
Administration

8. Laissez les bon temps rouler!

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Improved
Efficiencies
Efficiencies for Business Users
and Site Administrators

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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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•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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• 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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•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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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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•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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•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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Enhanced
Search Features

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•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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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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•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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•Set limits before or
after entering your
search term
•Available with or
without item counts
(where applicable)
Refiners

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Social Features
Making social features
useful for business purposes

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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
28
hours
Time 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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Microblogging
•Mentions
• @[username]
•Hashtags
• #yourchoice

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•Microblog format
•Follow sites,
people,
documents
• Automatically
displayed in
newsfeed
Newsfeed

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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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Community Sites and Portal
•Replace discussion boards
•Focus on conversations
•Encourage shared
interests
•Promote gamification
• Badges
• Reputations

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World of
Workflows
2010 Workflows?
2013 Workflows?
What’s the difference?

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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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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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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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•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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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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Site
Administration
New, Different & Improved

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New for Site Administrators
•Site collection owners can compare 2010 to
2013 and determine when to upgrade

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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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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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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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Improved for Site Administrators
•Edit Quick Launch directly
with page in Edit mode

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Questions?

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