10 SharePoint 2013 OOTB Solutions Every Power User Should Know
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The document provides an overview of SharePoint 2013 features, focusing on out-of-the-box solutions that enhance collaboration and information management for organizations. It outlines various techniques for improving user experience, such as connecting lists, document templates, process automation, and enhanced search capabilities. Additionally, it highlights new features in SharePoint 2013 that address user expectations and facilitate better digital workplace interactions.
10 SharePoint 2013 OOTB Solutions Every Power User Should Know
- 3. FEDSPUG & WiSP SUGDC CapArea .NET SharePoint
- 6. 10 SharePoint 2013 OOTB Solutions Every Power User Should Know Making Collaboration Stick @collabadam
- 7. Adam Levithan Senior Consultant Portal Solutions [email protected] @portalsolutions @collabadam Who Am I? Motto Why Code when you can Click? Interests Social Computing Enabling Power Users Information Architecture Blogs Portal Solutions http://blog.portalsolutions.net/ AIIM Expert Blogger http://www.aiim.org/Community/Blogs ViewDo Labs Guest Blogger http://blog.viewdolabs.com/
- 8. Who I work for We deliver Digital Workplace Products and Solutions that help organizations share what they know and find what they need by connecting people, data, and content. @collabadam
- 9. Agenda › Typical SharePoint › 5 OOTB Features that work across versions › 5 New OOTB 2013 Features › Questions
- 11. Success 13 • Strategy • Benefits • Features @collabadam @collabadam
- 12. 5 OOTB Features that work
- 13. QUESTION: What version of SharePoint are you using? 2007 2010 2013 O365
- 14. 16 Let’s Build a Virtual Meeting • Reduce document sprawl and creation of low use documentation • Accountability and tracking of assigned activities
- 15. 5. Create a page 18 @collabadam • Find meeting content • Save web part page in a document library • Publishing pages • Site Pages Library • Wiki Library • Publishing Pages @collabadam
- 17. 4. Add a Custom Column 20 • Reuse a single item (row) for multiple purposes • Rely less on naming conventions • consistency • Column in a Library • Site Column • Column in a library • Site Column • Managed Metadata @collabadam
- 20. 3. Connect the Lists on a Page 23 • Reduce the need for navigation • Virtualize meeting minutes • Connect web parts within page
- 21. Connecting Lists On a Page 24 @collabadam
- 22. 2. Edit Display View Form 25 • Single point to access all information • Edit List/Library Page • In Ribbon – Edit Display View Form
- 23. 2. Display View Forms
- 24. 1. Document Templates 27 @collabadam • Consistency of documentation • Printing • Automatic Tagging • Create document in library with custom columns • Save and upload as a template
- 26. @collabadam 0. Process automation • Business Needs Reduce rework performed by Human Resources Form approval status and approval tracking Accountability Green computing • Solution One-click built-in automation Custom forms & process workflows Paperless 29
- 28. 2013 Loops 31
- 29. NOTE TO THE OBSERVER All Pieces of a content type 32 Template Metadata Workflow Information Management
- 30. @collabadam 5 OOTB Features that work across versions • Pages • Custom Column • Connecting Lists • Document Templates • Display View Forms (Process automation too)
- 31. BUT WAIT, THERE’S MORE! 5 New OOTB 2013 Features
- 32. System users are trained by consumer apps and expect enterprise apps to act the same way. 2013 starts to takes technology out of collaboration
- 33. All Inclusive Search (FAST) 36 @collabadam
- 34. Document Sync (the feature currently called OneDrive for Business) 37
- 35. Document Sync – Personal Site 38
- 40. QUESTIONS
- 42. Organize: Drag and Drop
- 43. Organize: Focus On Content
- 45. Audio Cameras Computers Home appliances Phones TV and video TERM STORE NAVIGATION TAXONOMY Search Filter query by CATEGORY: COMPUTERS Friendly URL http://contoso.com/computers Use page maincategory.aspx CONTENT SEARCH WEB PART Managed navigation, search and topic pages
- 46. 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
- 47. 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
- 48. 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
- 49. @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
- 50. SkyDrive Pro/My Documents • Provides a single place for users to create, share, collaborate and follow important documents • In 15 my sites have a single document library that can be user for private document as well as documents shared with others • So it is “the” document library of your personal site and a set of views that give access to content people want to be connected with: All: provides an overall view of documents in the My Documents Shared with me: provides the ability to show all documents that have been shared with you across people’s My Documents
- 51. SkyDrive Pro: Folder Sync • Provides quick and easy access to Document Libraries in the familiar Windows Explorer experience. Works for My Documents as well as other SharePoint 15 Document Libraries. • Makes your documents accessible online, offline or in-between and your changes are automatically synced Syncs libraries across multiple devices • Overlays on files and folders so you can easily tell if your content is in sync. • Enables quick access to useful options in the System Tray area.
- 52. New 2013 Architecture • In general model has stayed same as in previous version • Numerous platform level improvements and new capabilities Shredded Storage SQL Improvements Cache Service Request Management Themes Sharing
- 53. Build workflow apps integration Manage security information rights eDiscovery Discover search business intelligence Organize documents tasks projects Share social collaborate community • 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
- 54. Things to consider… • Technology Security System/Comput er Variations Who owns SharePoint? (Users, Business, Network, Database) 57 • Culture Is this required Who’s in my organization • In Government Policy Compliance
Editor's Notes
- #9: With Microsoft's push to the cloud using Office 365 out of the box solutions have become more important for the Power Users and developers alike.First we'll take a look at the top five features that have been used throughout SharePoint 2007 and 2010. Then we'll take a look at five of the newest features that SharePoint 2013 provides to create solutions.Whether you're a business user just being introduced to the full features of SharePoint or a developer building a sophisticated application, these are features that no deployment should be without.
- #17: Solution – “Virtual Meeting Agenda”Individual Task AssignmentUp-to-date reportingViews
- #25: Utilizing Custom Lists with a Custom ColumnsViews & Pages
- #41: Users don’t understand what permission level to grant to other usersUsers generally don't know who all has permissions on a siteUsers can’t see the invitations that have been sent out to external users.Users don’t understand what rights they are giving people when they add them to a SharePoint group