SPSRI - Who Moved My SharePoint (to 2013)

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About Entrance
Who is Entrance? Who is Theresa Eller?

engineering intelligence

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


Who is Theresa Eller?
Experience & Education

• Entrance Software

SharePoint Career Path

•
(Houston, TX)
•
• BA in Public Relations
•
• MA in Teaching & Learning •
with Technology
• Toastmasters International
Member (since 2001)
@SharePointMadam
theresaeller@gmail.com

First SharePoint Site was WSS
Site Owner for Training site
Finance Site Collection Owner
Corporate Trainer for
SharePoint 2010
• InfoPath/Electronic Forms
Advocate
• Farm Administrator/
Production Support
• SharePoint Consultant


Our Agenda Today

Improved
Efficiencies

Enhanced
Search
Functionality

Social Features

Electronic
Forms

World of
Workflows

Site
Administration


Improved
Efficiencies
Why SharePoint 2013 is
better for Business Users


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


Efficiencies for Business Users (2 of 2)

• Sharing (permissions)

• Users can request that
a site, library, or list be
shared with others
• Request must be
approved by owner

• Copy/paste from Word into

Content Editor Web Part
• No extra code to alter formatting

Office Web Apps 2013

• New set of features

• Change tracking
• Comments
• Co-authoring
• Embedding
• Quick (visual) preview
• Share by link
• Can be used outside of SharePoint
• Source: Professional SharePoint 2013 Administration by Shane Young, Steve
Caravajal, and Todd Klindt


Site Mailbox (1 of 2)

• In Outlook, drag

emails, documents,
or attachments into
the site mailbox
• Image Source:
Site Mailboxes in the new Office


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/attachments stored in SharePoint
• Co-authoring and versioning available

• Requires Exchange/Outlook 2013
• Not available in Outlook Web App


Task Aggregation

• 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

SkyDrive Pro

• Not the same as

your personal
SkyDrive
• Replaces
SharePoint 2010 Workspace
• Allows users to make SharePoint content
available offline
• 100MB storage quota by default
• SkyDrive vs. SkyDrive Pro Blog Post by Ben Niaulin

Enhanced
Search Features


What’s New in Search (1 of 2)

• FAST now integrated
• Type-ahead (or keyahead)
• Remembers
previously clicked
links
• Search filter options


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 in order (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


Quick (Visual) Preview

• View documents without

opening them
• See how many times a
document has been viewed
• Jump to specific sections
with Take a look inside
• PDF preview available with
March 2013 Public Update
for Office Web Apps 2013

Refiners

• Set limits before or

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


Social Features
Making social features
useful for business purposes


70%

Proportion of companies
using social technologies

90%

Proportion of companies
that report some business
benefit from them

20-25%
Potential improvement possible in knowledge worker
productivity

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

Microblogging

• Mentions

• @[username]

• Hashtags

• #yourchoice


Newsfeed

•Microblog format
•Follow sites,
people,
documents

• Automatically
displayed in
newsfeed


Yammer Integration
Group Feed

Home Feed
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


SPYAM

• Yammer group
dedicated to
SharePoint
professionals
• Ask questions
• Post polls
• Participate in
discussions
• Receive advice

Email me for an invitation to SPYAM!

Community Sites and Portal

• Enhanced version of

discussion boards
• Focus on conversations
• Encourage shared
interests
• Promote gamification
• Badges
• Reputations

• Portal lists all available community sites

Electronic
Forms
Is InfoPath dead?
What can I do with
Access Services 2013?


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


InfoPath Form: Username Field “Breaks”
What We Get

What We Want

• To fix, follow the steps in Lori Gowin’s blog
post:
Upgrading InfoPath and the User Profile
Service Data Connection


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


World of
Workflows
2010 vs. 2013 Workflows?
InfoPath 2013?
Access Services 2013?


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

Image Source: MSDN

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

• In SharePoint Designer
2013, choose your
workflow version


Site
Administration
New, Different & Improved


New for Site Administrators

• Site collection owners can compare 2010 to
2013 and determine when to upgrade
• Image renditions
• Offer differently sized versions of images
uploaded into SharePoint
• Available only on Publishing sites

• Minimal Download Strategy

• Reload only the elements on a page that differ
from the previously loaded page
• Site feature enabled automatically for Team sites

Different for Site Administrators (1 of 2)

• Create new subsite hidden at

bottom of Site Contents page
• Email a Link to a file is gone

• Instead, right-click file and copy
hyperlink

• Delete unique permissions

• “Inherit Permissions” in SP2010


Different for Site Administrators (2 of 2)

• Site Actions replaced with

Settings icon
• Settings icon returns to right side
• Handy if upgrading from 2007

• Two types of Apps

• Lists and Libraries
• Custom apps from SharePoint store


Improved for Site Administrators

• Out of the box branding
• Composed Looks

• 18 choices with preview
capability
• Color palettes instead of
individual color selections

• Design Manager

• Create custom Master page in HTML
or web development tool

• Edit Quick Launch directly


Questions?


SPSRI - Who Moved My SharePoint (to 2013)

SPSRI - Who Moved My SharePoint (to 2013)

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