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

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February 10, 2015

Top 10 Out-of-the-Box

SharePoint 2013 FeaturesMaking Collaboration Stick

@collabadam

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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

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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

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… 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 &

PERFORMANCESHAREPOINT BACKUP &

RESTORE

StoragePoint SharePoint Backup

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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

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Agenda

› Why is this important

› 5 OOTB Features that work across versions

› 5 OOTB 2013 Features

› Questions

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Why is this important? - Typical SharePoint Experience

Let’s Try Collaboration

Lack of engagement

No Clear Business Needs

Rampant Growth of Content

Bad Experience

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Why is this important? – Successful Deployments

Business Needs Driven

Sponsored by Leadership

Configure First (OOTB -> Develop)

Consistency

Governance by PEOPLE

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Submit an Idea for a new Product/Project

Business Needs Driven

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The Process

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5 OOTB Features

Across All Versions

Custom Column

Document Templates

Display View Forms

Connecting Lists

Process automation

Custom Columns

Document Template

Display View Forms

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Adding a column13

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Creating a view14

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Document Templates15

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Display View Forms

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5 OOTB Features

Across All Versions

Custom Column

Document Templates

Display View Forms

Connecting Lists

Process automation

Connecting Lists

Approval Workflow

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Connecting Lists On a Page18

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Process Automation19

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All Pieces of a content type

NOTE TO THE OBSERVER

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Template

Metadata

Workflow

Information Management

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Stop Holding Your Breath!Where does 2013 Help?

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Quickly add a column through GUI22

@collabadam

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Much better rich text editor23

@collabadam

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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

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Loops in workflows25

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All Inclusive Search (FAST)26

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BUT WAIT, THERE’S MORE! 5 New OOTB 2013 Features

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System users are trained by consumer apps and expect enterprise apps to act the same way.

2013 starts to take technology out of collaboration

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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

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Share30

@collabadam

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Promoted Links

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Content Search32

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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

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Quick Edit (Browser Independent)

@collabadam

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Project Timeline

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Managed Metadata Navigation

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Questions?Thank You

@collabadam

[email protected]

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Other 2013 Features

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Organize: Drag and Drop

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Organize: Focus On Content

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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

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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

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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

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@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

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Build workflow apps integration

Manage security information rights eDiscovery

Discover

searchbusiness intelligence

Organize

documentstasksprojects

Share

socialcollaboratecommunity

• 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