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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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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
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