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

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Making Collaboration Stick: Where will 2013 help?

February 10, 2015Top 10 Out-of-the-Box SharePoint 2013 FeaturesMaking Collaboration Stick@collabadam

#1AbstractSo you have SharePoint, you've experienced some success and maybe a dose of failure. Now Microsoft is pushing the online model that focuses on out-of-the-box (OOTB) features, and you're wondering if moving to 2013 will enhance your current deployment. First, we'll take a look at the top five OOTB features that we've seen solve end user/business needs across 2007 and 2013. Second, we will unveil the newest five features that 2013 brings to the game, and may help you make your decision. Whether you're a business user just being introduced to the full features of SharePoint or a developer building sophisticated applications, these are features that no deployment should live without.2#

Adam Levithan@collabadamAIIM & IT Unity BloggerProduct Manager9+ years in Collaborative SystemsSharePoint expertise: Out-of-the-box solutions, business process management, Governance, adoptions, information architectureNext Adventure: One-Day 200 Mile Bicycle Ride (wish me Luck)About Me#Adam Edit3Metalogix Provides The Industrys Most Trusted Tools For Mission-Critical Collaboration PlatformsMetalogix provides need to have industry-recognized management tools for mission-critical collaboration platforms regardless of storage and cloud platformMetalogixs 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 platform14,000+ clients rely on Metalogixs tools every minute of every day to monitor, migrate, store, synchronize, archive, and backup their collaboration content

VancouverLos AngelesTorontoWashington D.C.BostonLondonSwitzerlandAustraliaFounded in 2008Headquarters in Washington, D.C.50%+ Profitable CAGR since 200914,000+ Clients250+ EmployeesLive 24x7 Customer Support

Global PresenceSalesDevelopmentSupportHQOutsourced Dev/Support

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#Metalogix is the largest Independent Software Vendor (ISV) for Microsoft SharePoint, Exchange, and Office 365 systems.For over 7 years, Metalogix has developed the industrys best and most trusted management tools for SharePoint, Exchange, and Office 365, backed by our globally acknowledged live 24x7 support. Over 14,000 clients rely on Metalogix Tools every minute of every day to monitor, migrate, store, synchronize, archive, secure, and backup their collaboration platforms. Metalogix is a Microsoft Gold Partner, an EMC Select Partner, and a GSA provider. Our Client Service division of certified specialists is the winner of the prestigious NorthFace ScoreBoard AwardSM for World Class Excellence in Customer Service.Confidential and Proprietary Metalogix4 With The Industrys Most Trusted Suite of ToolsOnly 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 infrastructuresAcross any storage or cloud platform SHAREPOINT MIGRATION & MANAGEMENTSECURITY, COMPLIANCE & ADMINISTRATIONMULTI-FARM SYNCH & REPLICATIONSHAREPOINT MONITORINGEMAIL, FILE & SHAREPOINT ARCHIVINGContent MatrixControlPointReplicatorDiagnostic ManagerArchive Manager

STORAGE OPTIMIZATION & PERFORMANCE

SHAREPOINT BACKUP & RESTORE

StoragePointSharePoint Backup9#Content MatrixMigrate, structure, and manage your content for SharePoint, Office 365, and other Cloud services

ControlPointManage, audit, and report on Security, Permissions, Compliance, and Administration for SharePoint

StoragePointImprove SharePoint Performance and Optimize Storage for Content Databases.Divides SharePoint content between Active, Near-Active, and Archive.

Diagnostic ManagerMonitor SharePoint Farm, Content, Server, and SQL Health and Performance

ReplicatorSynchronize Content Across Multiple SharePoint FarmsConfidential and Proprietary Metalogix5Enough about me What about you?Raise your handsVersion of SharePoint you are interested in 2010, 2013 Foundation, Standard, Enterprise (or O365)Background Power User, IT Pro, Developer#AgendaWhy is this important5 OOTB Features that work across versions5 OOTB 2013 FeaturesQuestions

#7Why is this important? - Typical SharePoint Experience

Lets Try CollaborationLack of engagementNo Clear Business NeedsRampant Growth of ContentBad Experience#Why is this important? Successful Deployments

Business Needs DrivenSponsored by LeadershipConfigure First (OOTB -> Develop)ConsistencyGovernance by PEOPLE#Submit an Idea for a new Product/ProjectBusiness Needs Driven#10The Process

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5 OOTB Features Across All Versions

Custom ColumnDocument TemplatesDisplay View FormsConnecting ListsProcess automation

Custom ColumnsDocument TemplateDisplay View Forms#

Adding a column13

#Business NeedReduce document sprawl and creation of low use documentationAccountability and tracking of assigned activities

13Creating a view14

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Document Templates15

#Business NeedReduced time and rework involved in creating proposalsEasy to find status of proposals and value of pipelineQuick identification similar past proposals

15Display View Forms

#Business NeedCentralize distributed information throughout e-mail and network drivesUnderstanding status of documentRapid on-boarding of new team membersSolutionSingle point to access all informationConnecting web parts within standard display view form

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175 OOTB Features Across All Versions

Custom ColumnDocument TemplatesDisplay View FormsConnecting ListsProcess automation

Connecting ListsApproval Workflow#Connecting Lists On a Page18

#Business NeedRecording decisions made during meetingsTracking meeting progress

18Process Automation19

#All Pieces of a content typeNOTE TO THE OBSERVER20TemplateMetadataWorkflowInformation Management#Stop Holding Your Breath!Where does 2013 Help?#21Quickly add a column through GUI22

@collabadam#Much better rich text editor23

@collabadam#Office Web Applications (Office Online in Cloud)24

OneNoteWordExcelPowerPointInkSearchImage paste

Print LayoutSmart Art RenderingLine and Paragraph spacingPage setupWord count

PrintSheet operationsAuto-fit

AnimationsShapesInserting text boxStyles

#Loops in workflows25

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All Inclusive Search (FAST)26

#BUT WAIT, THERES MORE! 5 New OOTB 2013 Features#27System users are trained by consumer apps and expect enterprise apps to act the same way.

2013 starts to take technology out of collaboration #28295 OOTB 2013 FeaturesSharePromoted LinksProject TimelineQuick Edit

W/ Publishing or O365Content SearchManaged Metadata Navigation

SharePromoted LinksContent Search#Share30

@collabadam

#Users dont understand what permission level to grant to other usersUsers generally don't know who all has permissions on a siteUsers cant see the invitations that have been sent out to external users.Users dont understand what rights they are giving people when they add them to a SharePoint group

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Promoted Links

#Content Search32

#Users dont understand what permission level to grant to other usersUsers generally don't know who all has permissions on a siteUsers cant see the invitations that have been sent out to external users.Users dont understand what rights they are giving people when they add them to a SharePoint group

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33Project TimelineQuick EditManaged Metadata Navigation5 OOTB 2013 FeaturesSharePromoted LinksProject TimelineQuick Edit

W/ Publishing or O365Content SearchManaged Metadata Navigation

#Quick Edit (Browser Independent)@collabadam

#Project Timeline

#Managed Metadata Navigation

#Questions?Thank You@collabadamalevithan@metalogix.com#37Other 2013 Features#38Organize: Drag and Drop

#Organize: Focus On Content

#Refiners and faceted navigationDefine refiners for catalog content drill down in catalog drive scenariosProvides easy filtering capabilities for catalog informationContent editors can define which managed properties are available as refinementsUI rending can be customized for each refinerDifferent data types have different rendering options

#Unified Discovery across Exchange, SharePoint and LyncFind 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 SharePointUnified Preserve, Search and ExportExchange Web ServicesConnect to Exchange to get mailbox dataLync Archiving to ExchangeExchange is the compliance store for LyncSearch InfrastructureExchange and SharePoint use the same search platform

#LikingOffers a way to keep track of specific posts across all the microblogging activityLikes: 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 activitiesThe popularity of an itemTracking a specific post threadIt shows in the main consolidated feeds web part

#@Me (aka: Mentions)Mentions give the ability to refer to a person in a microblogging postit works independently from followingif a person gets mentioned that post will show in his or her mentions feed.People can mentionPeople who are in the Followed People listPeople in the Profile DBUser who gets mentioned receives a notification email Newsfeed page also provides a visual notification of number of mentions

#BuildworkflowappsintegrationManagesecurityinformation rightseDiscoveryDiscoversearchbusiness intelligenceOrganizedocumentstasksprojectsShare socialcollaboratecommunityCentralize project information and communicationsStore and sync your documentationCreate Site templates with tasks, workflows, calendars and custom libraries.

Deep Integration with Office applicationsAvailability of information inside and outside of the organizationCapture ideas, discover answers and follow colleagues activities

Connect with people across your organizationDiscover Interests, projects and documents theyve worked on, tagged or ratedCustomize search to deliver more relevant results, recommending people and documents#45

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