This document provides an overview and summary of new features in SharePoint 2013, including improved efficiencies for business users and site administrators, enhanced search functionality, social features, workflows, and site administration changes. Key points discussed include drag and drop document uploading, task aggregation across programs, visual search previews, microblogging, site mailboxes in Outlook, carrying over 2010 workflows but requiring new tools to create 2013 workflows, InfoPath not being deprecated, and publishing Access forms to SharePoint. The document also notes some dislikes about the new settings icon location and separate app models.

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WHO MOVED MY
SHAREPOINT (TO 2013)?
WHAT BUSINESS USERS NEED TO KNOW ABOUT
UPGRADING TO SHAREPOINT 2013

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

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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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• “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

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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/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:
theresaeller@gmail.com
SharePoint Career Path

7. 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
•Performance
• Minimal download strategy (MDS)
• Object caching
•Mobile browser support

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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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•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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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

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Enhanced
Search Features

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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

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•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

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Visual Preview
• Image Credit: Search is Everywhere! What you need to know about Search in
SharePoint 2013 Preview by Corey Roth

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Next Session
•Configuring SharePoint Search for an
optimal document management experience

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Social Features
Making social features
useful for business purposes

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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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•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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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
•No integration with workflows in SP2013
• Future integration is rumored

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Site
Administration

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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

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What I Don’t
Like About
SharePoint
2013

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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

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Questions?