Index
A
“About” sections
new personal features in SharePoint 2013, 474
default access groups, 346
enterprise policies in governance plan, 86
listing access requirements, 386
operational implications of SharePoint Online, 337
protocols for connecting to external data, 577
troubleshooting security applications, 397–398
Access (Microsoft)
enterprise edition features, 46
features provided by shared service applications, 264
new database features in Office 2013, 650
recommendations for working with SharePoint documents and data, 670
working with SharePoint data, 652
working with SharePoint data offline, 668–669
Active Directory (AD) Groups, 367–368
Activities
in glossary of social computing terms, 687
grouping in site architecture, 139–140
AD (Active Directory) Groups, 367–368
Add-ons, upgrade issues and, 302
Administration
Admin sites, 82
central administration, 272–274
of external sharing, 355
site collection administration, 275–277
of sites, 142
tenant administration, 274–275
tiers, 272
Administration database, in physical search architecture, 551
Administration, of searches
adding new content sources, 554–555
adding new result sources, 555–557
comparing SharePoint Online with SharePoint Server 2013, 560–563
customizing and creating search refiners, 559–560
exporting/importing search settings, 560
logical search architecture, 550–551
managing searches, 554
physical search architecture, 551–552
upgrading to SharePoint 2013 search from SharePoint 2010, 553–554
Administrators
enabling/disabling external sharing, 355
role and responsibilities of, 93
SharePoint Designer and, 587
as special SharePoint groups, 373
avoiding feature abuse, 199–200
basing training needs on roles, 211–212
business value and, 187
content that delights and, 199
contextual help and tips in, 195–196
creating differing views for contributors and consumers, 197
deployment strategies for collaboration solutions, 205–208
deployment strategies for intranets, 201–203
deployment strategies for social features, 203–205
designing and implementing persistent communications, 221–224
guidance and use case examples for new capabilities, 197
human faces and stories and, 196–197
incentives and rewards in, 218–221
information architecture role in solution adoption, 122
key topics in book, 3
not sufficient as sole measure of success, 228, 240
planning training program, 208–211
predefining keywords and terms for user profiles, 200
search effectiveness and, 198–199
solutions that delight, 194
tailoring training to how jobs are performed, 215–217
targeting content to specific audiences, 196
timing training programs, 212–215
upgrades and, 292
usability testing improving, 134
user feedback and, 195
Alerts
reports and, 605
search alerts, 548
Amazon, online hosting options, 338
Analytics
in Excel Services, 618
in logical search architecture, 551
in PerformancePoint Services, 619
AND operator. see Logical (Boolean) operators (AND/OR/NOT)
Android devices
Office applications and, 639
SharePoint support for, 625–626
Application development team, 94
Applications
building for SharePoint, 337
capabilities not available in SharePoint Online, 327–328
capabilities provided by SharePoint Foundation 2013, 262
collaborative application example, 52–58
composite. see Composite applications
configuring searches as, 128
maintaining governance of, 114–116
managing application pools, 107
Office mobile and Web apps and, 636–640
planning governance of, 110–114
server roles in SharePoint, 278
SharePoint as application, platform, or framework, 13–15
SharePoint Newsfeed application, 633–635
SkyDrive Pro mobile applications, 636
third-party mobile applications, 640
troubleshooting security applications, 396–398
Approve permissions, default permissions for publishing sites, 377
Apps
adding to sites, 707
managing with SharePoint Online, 325
Architect, role and responsibilities of, 94
Architecture
administrative tiers, 272
application features and, 262–263
central administration, 272–274
common to portals, sites, and pages, 264–265
database services, 260
information architecture. see IA (Information architecture)
key point review, 283
key topics in book, 3
metadata architecture. see Metadata architecture
OSs (operating systems), 260
overview of, 259
service applications, 263–264, 271–272
SharePoint Foundation 2013, 261–262
site collection administration, 275–277
site-level administration, 277–278
sites and site collections, 265–268
tenant administration, 274–275
what’s new in SharePoint 2013, 259–260
“Ask the Experts” discussion forums, 215
Associations
binding templates to lists or libraries, 584–586
workflow options, 591
Audience
addressing training needs to, 211–212
features in standard and enterprise editions, 45
targeting content to, 196
Auditing, regulatory compliance and, 431–432
Authentication
accessing sites and, 397
BCS authentication models, 578
mobile computing and, 629
sharing with/without, 347
Authorization. see also Access control, 397
AvePoint
security analysis tools, 364
security management tool, 342
Axceler
security analysis tools, 364
security management tool, 342
Azure
online hosting options, 338
SharePoint Online integration with, 313
B
Balsamiq templates (from Fluidicidty), for page layout, 152
Bar graphs, 605
Baselines, in measurement strategy, 249–250
BCS (Business Connectivity Services)
comparing SharePoint versions, 574
data location, 577
enterprise edition features, 46
function of, 567
improvements in Office 2013, 651
managing with SharePoint Online, 324
Presentation layer and, 578–579
security and permissions, 577–578
solutions, 573
SPW capabilities not available in SkyDrive Pro, 659
types of solutions, 575
what’s new in SharePoint 2013, 568
BDC (Business Data Catalog), 570
application features in SharePoint Server, 263
benefits of technologies for, 621–622
capabilities in SharePoint Server 2013, 41
capabilities not available in SharePoint Online, 328
Excel client features, 616
Excel Services components, 614
Excel Services server features, 617–618
how Excel Services works, 614–616
how PerformancePoint Services works, 618–619
key point review, 623
KPIs (Key Performance Indicators), 609–611
mobile usage scenarios, 631
PerformancePoint Services, 618
planning for, 603
reasons for using PerformancePoint Services, 619–620
reasons for using Visio Services, 620–621
Visio Services, 620
what’s new in Excel Services, 616
what’s new in SharePoint 2013, 602–603
Binary data, 655
Bing, 541
BLOBs, in database services, 260–261
Blogs
capabilities provided by SharePoint Foundation 2013, 262
managing, 501
microblogging, 476
risk of exposing inaccurate information, 492
social computing features in SharePoint 2013, 472
upgrades and, 294
Boolean operators. see Logical (Boolean) operators (AND/OR/NOT)
BPOS (Business Productivity Online Services), 311–312
Brainstorming, in identifying stakeholders, 236
Branding
governance plan considerations, 87
planning for, 468
what’s new in SharePoint 2013, 230
Branding sites
themes, 458
Bring-your-own-device (BYOD), 625, 628
Business Connectivity Services. see BCS (Business Connectivity Services)
Business Continuity, provided by shared service applications, 264
Business Data Catalog (BDC), 570
Business governance. see Governance, business
Business intelligence. see BI (business intelligence)
Business Intelligence Center, 618
designing solutions to meet, 235–236
governance plan based on, 68–69
mapping to SharePoint features, 27–29
measurement strategy and, 233
relating metrics to desired outcomes, 235–236, 240
scorecards indicating performance against, 608
scorecards measuring performance against, 608
for SharePoint solutions, 234
SMART (Specific, Measurable, Achievable, Realistic, Time-bound) objectives, 234–235
Business owner role, 93
Business processes
application features in SharePoint Server, 263
electronic forms. see Forms, electronic
Excel Services and, 615
understanding, 579
workflow. see Workflows
Business Productivity Online Services (BPOS), 311–312
access protocols, 577
associating workflows with lists, 584–586
BCS (Business Connectivity Services), 570–572
business objectives for, 234
composite applications, 570
creating custom workflows, 586–588
creating electronic forms, 596
data locations, 577
deployment strategies for collaboration solutions, 205–208
designing workflows with SharePoint Designer, 588–589
designing workflows with Visio 2013, 592–595
InfoPath forms services, 597
planning BCS solutions, 576–577
presentation layer and, 578–579
security and permissions, 577–578
SharePoint categories of, 78
standard workflows, 584
templates, associations, and instances, 584
types of workflows, 588, 590–591
understanding business processes, 579
what’s new in SharePoint 2013, 568–569
workflow association options and actions, 591–592
Business value, solution adoption and, 187
BYOD (bring-your-own-device), 625, 628
C
Calendars
accessing from Office 365, 321
capabilities provided by SharePoint Foundation, 262
CamelCase, naming conventions and, 683
Capabilities, determining relevance of, 25–29
Capacity planning, searches and, 553
Card sorting
approach to IA design, 135–136
tree testing compared with, 137
Catalogs, 439
Category pages, 127
CBT (computer-based training), 214
Center of excellence model
coaching and training and, 123
information architects in, 121
organizing resources in, 96
role in compliance, 100
Central administration
administering service applications, 276
not available in SharePoint Online, 327
CEWP (Content Editor Web Part), 463–466
adoption strategy overcoming resistance to change, 188
continuous nature of change management, 203
social computing considerations, 203
tendency to overvalue status quo, 192–193
Chart Web Part, 605
Charts
in dashboards, 606
for presenting quantitative and qualitative measures, 253
Check out, Require Check Out setting, 416–417
Check Permissions option, 362
Claims authentication, 287, 578
Classification
content types and, 540
domain knowledge and, 131
of information, 336
metadata and, 158
Client Side Object Model (CSOM), 327
Cloud computing
administering Office 365, 318–320
capabilities available only in SharePoint Online, 329–334
capabilities missing in SharePoint Online, 327–329
Cloud-versus-on- premises decisions, 228–229
comparing SharePoint Online with SharePoint Server 2013, 326–327
getting started with SharePoint Online, 335–336
identity management and, 317–318
key topics in book, 3
licensing Office 365, 317
location of external data, 577
migrating to SharePoint Online, 336–337
online options, 338
operational governance considerations, 104, 337–338
planning for SharePoint Online, 334–335
as tier-one architecture, 260
upgrades and, 285
user experience with Office 365, 320–322
what’s new in Office 2013, 646
what’s new in SharePoint 2013, 16–17, 312–313
Coaches
coaching team in center of excellence model, 207–208
on IA team, 123
importance of, 97
role and responsibilities of, 94
Code Compatibility Inspector, in Microsoft Office, 650
Collaboration. see also Sharing
collaborative authoring within Office documents, 527–528, 648–649
deployment strategies for collaboration solutions, 205–208
document capability provided by SharePoint Foundation, 262
good practices for, 206
SharePoint categories of solutions, 78
SharePoint Foundation and, 40
social computing providing structure for, 516
what’s new in Office 2013, 648–649
Columns
associated with Content Types, 164
central management of, 169
defining at site collection or site level, 168
as descriptive attributes, 167–168
enterprise keywords and, 173–174
in metadata architecture, 120
Communication
in delivery model for governance, 98–99
deployment strategies and, 201
dimension of governance plan, 64–65
of governance plan, 69
performance measures supporting, 231
Communities
governance model for sample deployment, 82
incorporating gamification into community features, 503–504
key topics in book, 3
social computing and, 41, 477–478
support for, 474
support for online communities, 490–491
tailoring training to how jobs are performed, 215
Community Portal, 129
Community Site template, 347, 474, 476–477
Community sites
members, 523
Company administrators group, 373
Compliance
enterprise policies and, 86
reducing compliance risks, 122
reports, 605
BCS Web Parts for building, 575–576
defined, 567
features in SharePoint Server, 41, 263
key topics in book, 3
overview of, 570
Computer-based training (CBT), 214
Conflict resolution, capabilities of SkyDrive Pro, 655
Consistency, design principles for page layout, 145–146, 149
Consulting sessions, as training tool, 215
Consumability (communication)
delivery model for governance, 98–99
dimensions of governance plan, 64–65
of governance plan, 69
Consumers, creating views for consumers of information, 197
accessing contacts from Office 365, 321
capabilities provided by SharePoint Foundation, 262
Content
adding content sources to searches, 554–555
adding result sources to searches, 555–557
adding to information repositories, 481
classification of, 134
creating delightful, 199
duplicating in more than one location, 140
enterprise content management. see ECM (enterprise content management)
governance plan and, 88
information assurance and, 62–63
key topics in book, 3
in logical search architecture, 550
mobile usage scenarios, 630–631
naming conventions for site owners, 681–683
naming conventions for users with document contribution permissions, 683–684
organizing, 131
planning, 467
repurposing, 438
search-driven Content Web Parts, 564–565
searches for structured and unstructured data sources, 537
targeting to specific audiences, 196
transitional deployment planning and, 202
types requiring governance, 65
Web content management. see WCM (Web content management)
writing great content for sites, 678–680
Content approval
Draft Item Security and, 415
planning for, 468
Content by Search Web Part, 560
Content Editor Web Part (CEWP), 463–466
application features in SharePoint Server, 262
searches and, 540
system, 134
Content Organizer, 424–425, 442–443
Content Query Web Part, 267
Content Search Web Part, 440
Content sources
adding new content sources to searches, 554–555
in logical search architecture, 550
Content Types
association options, 591
external, 573
features that do not work across site collections, 267
hierarchical organization of, 165
in metadata architecture, 120, 163–164
multiple vs. single, 170
overview of, 162
planning, 166
search management and, 540
Contextual help and tips, 195–196
Contribute permissions, default permissions for team sites, 376
Contributors, creating views for contributors of information, 197
Conversations
enabling online conversations, 484–486
in glossary of social computing terms, 687
moving beyond e-mail, 481
options in SharePoint 2013, 486–489
as search result source, 544, 547
social computing features in SharePoint 2013, 474–476
CoPilot, Jornata, 108
Corporate Intranet deployment solution, 282
Crawl database, in physical search architecture, 552
Crawled properties, 539
Crawlers. see Search engines
Crawling. see Indexes/indexing
Created/Created By, metadata attributes, 156
Credentials-based authentication, 578
CRM (customer relationship management), 337, 530
Cross-site publishing, 439
CSOM (Client Side Object Model), 327
Custom-coded solutions
accounting for, 111
maintaining application governance, 114–115
Customer relationship management (CRM), 337, 530
Customers group, activity groupings, 140
Customization
of entity extractors, 560, 563
of master pages, 287
out-of-the-box customizations, 111, 114–115
of permissions, 378
of policies in operational governance, 112
upgrades and, 301–302, 304, 306
D
Daily maintenance, of operational governance, 109
DAM (Digital Asset Management), 404–405, 441
Dashboards
presenting quantitative and qualitative measures, 253
reasons for using PerformancePoint Services, 619
strategic/appropriate use of, 622
what’s new in Office 2013, 649
Data
improvements to data exploration in Excel Services, 617
quality and timeliness of, 601
Data loss prevention (DLP), 629
access protocols for connecting to, 577
External Content Type, 573
location of, 577
Presentation layer for user interaction with, 578–579
search capacity for structured and unstructured, 537
Visio diagrams and, 620
Database administration, in site architecture diagram, 142
Database-attach upgrade method
selecting upgrade strategy, 305
support for service application databases, 288–289
Databases
capacity of, 107
managing, 108
in physical search architecture, 552
separating database upgrade from site upgrade, 288
server roles in SharePoint, 278
Decisions making
performance measures supporting, 231
Declarative solutions, in application governance, 111, 114
Delivery model, for governance plan, 98–99
Departmental deployment solution, 281
Deployment
business governance and, 78–81
capabilities provided by SharePoint Foundation, 261
operational governance and, 105–106
server roles and, 278
social computing and, 203
Deployment strategies
for collaboration solutions, 205–208
early adopters and evangelists and, 204–205
enterprise vs. controlled/ top down vs. bottom up, 204
for social features, 203
Design
governance plan as framework for design standards, 69
of metadata architecture, 161–163
page layout principles, 149–151
Design Manager
branding sites, 458
creating custom master pages, 455–456
creating design package, 463
editing master pages, display templates, page layouts, 462–463
managing device channels, 460–461
publishing and applying design elements, 463
uploading design files, 462
Design permissions, default permissions for team sites, 376
Desktop search, SkyDrive Pro, 655
Developer Site template, 331
Development environment, 116
Device targeting, 440
Devices. see also Mobile devices
operational governance considerations, 104
planning for, 467
working with content across, 491
Diagrams
reasons for using Visio Services, 620–621
Digital Asset Management (DAM), 404–405, 441
DIP (Document Information Panel), 427
Discussions
discussion lists vs. newsfeeds, 688
reward and recognition capabilities and, 192
risk of exposing inaccurate information, 492
Disk space, 107
Display templates, 463
DLP (data loss prevention), 629
DIP (Document Information Panel), 427
Draft Item Security, 415
location-based metadata, 420–421
Managed metadata services, 418–420
version settings, 411
workflows, 426
Document ID service, 423, 425–426
Document Information Panel (DIP), 427
Document libraries
SkyDrive Pro and, 129
Web pages in, 411
Document Management. see DM (Document Management)
Document sets
Document workflows
overview of, 426
Documentation
of strategic plan, 21
Documents
assigning attributes to, 173–174
capability provided by SharePoint Foundation, 262
collaborative authoring within Office documents, 527–528
following, 699
managing together with e-mail, 407–408
metadata architecture, 154–159
naming conventions for, 683–684
recommendations for working with, 669–670
sharing link to, 511
sharing online vs. on-premises, 345–346
sharing outside organization, 705–706
synchronizing/managing changes, 665
taking offline with Outlook 2013, 662–663
taking offline with SkyDrive Pro, 654–655
tools in Office 2013, 660
unique identifiers for, 425–426
version settings, 411
Domains, administering Office 365, 319
Draft Item Security, in versioning, 415
Dragging and dropping documents, 408–409
Dreamweaver, 459
Dynamic reports, 604
E
capabilities provided by SharePoint Foundation, 262
info-glut related to, 244
managing together with documents, 407–408
moving beyond limitations of, 481
newsfeed notifications, 511
preparing for upgrades and, 294–295
social computing and, 203
Early adopters, deployment strategies and, 204–205
ECM (enterprise content management)
DIP (Document Information Panel), 427
document management, 410
Draft Item Security, 415
dragging and dropping documents, 408–409
feature parity between SharePoint Server and SharePoint Online, 410
information management policies, 432–435
key point review, 435
location-based metadata, 420–421
Managed metadata services, 418–420
in-place records management, 430–431
records management, 429
SharePoint Server 2013 and, 40
site retention policies, 406–407
version settings, 411
what’s new in SharePoint 2013, 405–406
workflows, 426
eDiscovery
eDiscovery Center, 312, 409–410
integrated search platform and, 536
overview of, 405
risks related to social computing, 494
Edit permissions, default permissions for team sites, 376
Electronic forms. see Forms, electronic
Employees, recruiting and retaining, 481
Enterprise keywords, 173–174, 176
Enterprise policies, in governance plan, 86–87
Enterprise processes, in governance plan, 87
Entity extraction
creating custom extractors, 560, 563
Evangelists. see Power users/evangelists
Everyone except external users groups, default access groups, 346
Everyone group, default access groups, 346
business intelligence capabilities, 41
charts, 605
client features, 616
collaborative authoring, 528, 648–649
enterprise edition features, 46
features provided by shared service applications, 263
Office Mobile Applications, 644, 674–675
Office Web Apps, 639, 644, 674
recommendations for working with SharePoint documents and data, 670
spreadsheet features, 650
Windows Phone applications, 636
working with SharePoint data, 652–653
working with SharePoint data offline, 668–669
Excel Calculation Engine, 614
Excel Services
benefits of, 621
components of, 614
function of, 616
what’s new in SharePoint 2013, 616
Excel Web Access, 614
Excel Web Services, 614
Exchange Online
accessing from Office 365, 321
components of Office 365, 315
SharePoint Online integration with, 312
Exchange Server 2013, 42
Executive Sponsor role, 93
Expertise, improving access to internal experts, 480
Exporting/importing search settings, 560
Extensibility, capabilities provided by SharePoint Foundation, 261
External Content Type, 573
External data sources. see Data sources
External sharing
capabilities available in SharePoint Online, 329–330
support for, 335
Extranets, 78
F
Facebook. see also Social computing
popularity of social networking, 471
preparing for upgrades and, 294
social features of SharePoint 2013 and, 190
Farm administrators group, 373
Farms
central administration, 272–274
corporate intranet, 282
fundamentals common to portals, sites, and pages, 264
hosting sites in SharePoint 2010 and 2013 modes simultaneously, 288
upgrades and, 285
FAST search engine, 40–41, 190–191, 260
Federation, 538
Field controls, improved in SharePoint 2013, 464, 466
Fields, improvements in Excel Services, 617
Files
managing capacity of, 107
metadata attributes, 156
moving between SharePoint and other file systems, 663–664
storing, 50
uploading design files, 462
Filters
in dashboards, 606
fast filtering, 420
Five-server deployment, 280
Flucidity Balsamiq templates, 152
Folders
assigning permissions, 362
document organization and, 156–157
naming conventions, 684
vs. views, 197
Following
documents, 699
sites, 699
creating, 596
InfoPath forms services, 597
mobile usage scenarios, 630
Forms Management, in ECM, 404
Four-server deployment, 280
Fpweb online hosting option, 338
Framework, SharePoint as, 13–15
FrontPage Server Extensions, 34
Full Control permissions
default permissions for team sites, 376
managing site security, 350
sharing documents externally, 357, 705–706
sharing sites externally, 704–705
Functional groupings, in site architecture, 139
G
Game dynamics, incentives and rewards in adoption, 219–221
Gamification
feature abuse and, 199
incorporating into community features, 503–504
recognition and rewards and, 192
Global term sets, describing managed metadata, 175
Goals. see Business objectives
Good Technology, 628
Google, 541
Governance
aligning training with governance plan, 209
implications of using SharePoint Online, 337–338
naming conventions for site owners, 681–683
naming conventions for users with document contribution permissions, 683–684
operational implications of SharePoint Online, 337
social computing and, 495, 687–690
tips for writing great content for sites, 678–680
tips for writing search queries, 684–686
Governance board, role and responsibilities of, 93
branding considerations in, 87
consumability (communication) dimension of, 64–65
content considerations in, 88
defining policies and guidelines, 97–98
defining roles and responsibilities, 92–97
deployment or delivery model for, 78–84, 98–99
enterprise processes, 87
information assurance dimension of, 62–63
newsfeed policies, 92
operational decisions in, 89–90
overview of, 61
planning and scheduling conversations about, 80, 84–85
planning based on desired outcomes, 68–69
roles and responsibilities in, 88–89
site-specific decisions in, 90
social computing considerations, 91
socializing and monitoring, 99–100
technology assurance dimension of, 62
upgrades and, 291
visioning and overview in first meeting, 85
what to include in plan for, 69–71
analyzing operational health, 106
maintaining application governance, 114–116
managing accounts and passwords, 107–108
managing application pools, 107
managing capacity and disk space, 107
managing databases, 108
monitoring network connectivity, 106–107
monitoring operational health, 108–109
planning application governance, 110–114
planning for, 105
Governance, social computing
configuring user profiles, 495–499
managing blogs and wikis, 501
managing newsfeed posts, 500
overview of, 495
understanding likes and ratings, 501–502
understanding social tags, 502
Graphical user interface (GUI), 189
Groove. see also SkyDrive Pro; SPW (SharePoint Workspace), 651, 659
Groups
checking permissions, 395
default access groups, 346
default SharePoint groups, 368–372
naming conventions, 682
special SharePoint groups, 372–374
GUI (graphical user interface), 189
Guidance/guiding principles
for adoption of new capabilities, 197
dimensions of governance plan, 63–64
key elements in governance plan, 70
security, 75
Guidelines
key elements in governance plan, 71
GUIDs, for Columns, 163
H
Hashtags
adding to newsfeed posts, 510
creating posts in newsfeeds, 703
new features related to social computing, 128
HBI (high business impact)
classification of information, 336
mobile computing and, 629
Health
analyzing operational health, 106
monitoring operational health, 108–109
Health Analyzer, 106
Help Desk, 94
Help systems, aids to adoption, 195–196
High business impact (HBI)
classification of information, 336
mobile computing and, 629
Home page
governance model for sample deployment, 81
page layout template for, 146
HTML
CEWP (Content Editor Web Part) and, 464
converting to SharePoint master page, 455–456
managing, 446
mobile device support for HTML5, 631
Human faces and stories, featuring in adoption strategy, 196–197
Hyperlinks, adding to posts, 511, 703
I
“About” sections of sites, 138–139
best practices for Columns, 171–172
best practices for page layout, 146
best practices for site architecture, 137–138
card sorting approach to design, 135–136
Columns in metadata design, 167–170
consistency of page layout, 145–146
Content Types in metadata design, 163–167
creating effective site architecture, 134–135
design principles for page layout, 149–151
design techniques, 135
designing metadata architecture, 161–163
diagramming site architecture, 141–142
duplicating content in more than one location, 140
enterprise policies and, 87
fixing structural issues prior to upgrades, 297
functional groupings, 139
gathering information for, 131–134
governance plan as framework for, 69
implementing site architecture, 143–144
importance of, 122
managed metadata for hierarchical navigation, 174–175
Managed Metadata Services, 176–181
managing site navigation, 144–145
metadata architecture, 154
metadata related to documents, 155–159
metadata related to songs/ music, 154–155
methods for assigning attributes to documents, 173–174
multiple Content Types vs. single Content Type, 170
role of information architect, 122–124
searches and metadata, 181–182
site administration and, 142
site collections and subsites, 128–130
templates and starters for page layout, 146–148
terminology describing managed metadata, 175
three-click-rule myth, 153
top links in site architecture, 145
tree testing approach to design, 136–137
wire framing templates, 152–153
IAAS (Infrastructure as a service), 313–314, 338
Identity management, Office 365, 317–318, 531
Images
design principles for page layout, 150–151
IMBI (In-Memory BI Engine), 616
Importing/exporting search settings, 560
In-place upgrades, not supported in SharePoint 2013, 286, 302
Incentives, in adoption strategy, 218–221
defined, 538
in logical search architecture, 551
managed metadata and, 420
InfoPath
electronic forms and document workflows, 293–294
enterprise edition features, 46
integration with SharePoint, 653
managing with SharePoint Online, 323
overview of, 597
SPW capabilities not available in SkyDrive Pro, 659
Information
accidental or inappropriate disclosure, 493
adding content to information repositories, 481
in architecture of social computing, 529
information architecture role in reducing, 122
literacy competencies, 217
management policies, 165, 432–435
managing/retaining, 267
mobile usage scenarios, 631
overload, 244
quality and timeliness of data in business intelligence, 601
Information architect role, 94, 122–124
Information architecture. see IA (Information architecture)
Information assurance, dimensions of governance plan, 62–63
information technology. see IT (information technology)
Information Worker products, 32
Infrastructure as a service (IAAS), 313–314, 338
Infrastructure maintenance, 69
Infrastructure support team, 94
Inheritance
Content Types and, 165
permissions and, 360
securable objects and, 385
Instances, workflow, 584
Internet
Internet-facing sites, 18, 437–438
solutions, 78
Intranet
sharing information via, 12
solutions, 78
iOS devices (iPads/iPhones)
mobile device support, 478
Newsfeed application and, 634–635
Office applications for, 639
operational governance considerations, 104–105
SharePoint support for, 625
SkyDrive Pro support for, 636
upgrades and, 296
user experience of SharePoint with, 631–633
what’s new in SharePoint 2013, 625–626
IRM (Information Rights Management)
components of Office 365, 316
mobile computing and, 629
securing items stored in SharePoint, 365–366
information literacy competencies, 217
IT group governance model, 105
planning upgrades and, 292
reducing costs of, 122
technology assurance dimension of governance, 62
IT owner role, 93
Items
assigning permissions to, 362
fundamentals common to portals, sites, and pages, 265
item-level auditing, 432
unique identifiers, 156
J
Jornata’s CoPilot, 108
Just-in-time training, 213–215
K
Key Performance Indicators. see KPIs (Key Performance Indicators)
Keywords
new features related to social computing, 128
Knowledge sharing, 480
KPIs (Key Performance Indicators)
business intelligence capabilities and, 41
in scorecards, 608
L
Launch plan, for social computing, 505
Layout. see Page architecture
LCS (Live Communications Server), 34
Leadership, activity groupings in site architecture, 140
Legal holds, 405
Libraries
binding templates to (associations), 584
contribution rights to, 398
creating/displaying views in, 690–693
designating as catalog, 439
dragging and dropping documents to, 408–409
fundamentals common to portals, sites, and pages, 265
metadata for organizing, 160
naming conventions, 683
SkyDrive Pro, 656
workflows and, 579
Licensing
apps use and, 114
Office 365, 317
Lifecycle management, 112
Likes/ratings
in glossary of social computing terms, 687
identifying meaningful content, 480
Limited Access permissions, default permissions for team sites, 377
Link database, in physical search architecture, 552
LinkedIn, 294
Links
adding hyperlinks to posts, 511, 703
design principles for page layout, 150
persistent navigation links (Suite Bar), 124–125
Promoted Links app, 189–190, 708–711
Quick Launch links, vs. Web Parts, 151–152
top links in site architecture, 145
Lists
binding templates to (associations), 584
creating/displaying views, 690–693
designating as catalog, 439
discussion lists vs. newsfeeds, 688
fundamentals common to portals, sites, and pages, 265
leveraging list data for content presentation, 438
libraries compared with, 410–411
metadata for organizing, 160–161
naming conventions for, 683
workflow feature and, 579
Live Communications Server (LCS), 34
Local term sets, describing managed metadata, 175
Location-based metadata, 420–421
Logical (Boolean) operators (AND/OR/NOT)
in contextual help systems, 196
in searches, 548
tips for writing search queries, 685–686
Logs, monitoring operational health, 108
Lync
client, 42
integration with SharePoint, 653
Windows 8 applications for, 644
Windows Phone applications for, 639
Lync Online, 316
M
Machine Translation Service, 439
Maintenance
of Excel files, 615
of information architecture, 182–184
of operational governance, 109–110
Manage Hierarchy permissions, 377
Managed metadata
configuring metadata navigation, 419–420
creating/adding to term sets, 178–179
for hierarchical navigation, 174–175
managing terms/term sets, 176
planning term sets, 177
provided by shared service applications, 263
site navigation with, 440
as special type of Column, 168–169
Managed Metadata Services, 703
Managed properties
defined, 539
search schema and, 559
tips for writing search queries, 686
Management
capabilities provided by SharePoint Foundation, 261
of changes. see Changes/change management
of contacts. see Contacts/contact management
of content. see Content management
CRM (customer relationship management), 337, 530
DAM (Digital Asset Management), 404–405, 441
of documents. see DM (Document Management)
of enterprise content. see ECM (enterprise content management)
of forms, 404
identity management, 531
of information rights. see IRM (Information Rights Management)
lifecycle management, 112
MDM (mobile device management), 628
of projects, 335
of records. see RM (Records Management)
of searches, 554
of tasks. see Task management
version management, 659
of video, 444
of web content. see WCM (Web content management)
associating with Content Type, 457–458
customization of, 287
MDM (mobile device management), 628
analyzing metrics and making changes based on, 256–257
business objectives and, 233–234
collecting metrics, 254
communicating measurement stories, 249
determining metrics stakeholders, 236–237
keeping it simple, 622
key point review, 257
key topics in book, 3
KPIs (Key Performance Indicators), 609–611
packaging and presenting metrics, 250–254
reasons for measuring, 231–232
reasons for using PerformancePoint Services, 619
relating metrics to desired outcomes, 240
scorecards using, 608
SMART (Specific, Measurable, Achievable, Realistic, Time-bound) objectives, 234–235
types of metrics, 241
user feedback for collecting metrics, 255–256
Medical benefits, incentives and rewards in adoption, 219
Meetings, as training tool, 214–215
Members
community sites, 523
user roles, 216
Mentions, social computing terminology, 688
Mentors, social computing and, 480
assigning attributes to documents, 173–174
best practices for Columns, 171–172
location-based metadata, 420–421
managed metadata for hierarchical navigation, 174–175
Managed Metadata Services, 176–181
multiple Content Types vs. single Content Type, 170
searches and metadata, 181–182
SPW capabilities not available in SkyDrive Pro, 659
terminology describing managed metadata, 175
Metalogix migration tool, 286, 336, 490
Metrics. see Measurement/metrics
Microsoft
BizTalk Server, 42
commitment to Cloud computing, 311
Excel. see Excel
Office 2013. see Office 2013
OneNote. see OneNote
Outlook. see Outlook 2013
PerformancePoint Services. see PerformancePoint Services
PowerPoint. see PowerPoint
Project, 654
SQL Server. see SQL Server
Translator, 439
Visio. see Visio
Word. see Word
Microsoft Office SharePoint Server (MOSS) 2007
in history of collaboration services, 36
services grouped within SSP (Shared Services Provider), 271
Migration
selective external migration, 303–304
third-party tools for, 286, 336
Mind maps, in documenting site architecture, 141
MindManager, 141
Mobile computing
architectural considerations, 628–630
device management, 628
key point review, 641
Office mobile and Web apps, 636–640
overview of, 625
SharePoint Newsfeed application, 633–635
SharePoint Online support, 335
SkyDrive Pro mobile applications, 636
third-party applications, 640
user personas/scenarios, 627–628
what’s new in SharePoint 2013, 17, 230, 625–626
Mobile device management (MDM), 628
HTML5 support, 631
managing, 628
user experience of SharePoint with, 631–633
what’s new in SharePoint 2013, 625–626
Mobile Entree, 640
Moderation/moderators
supporting online communities, 490–491
Modified/Modified By, metadata attributes, 156
Monitoring
apps use, 114
Monthly maintenance, of operational governance, 110
MOSS (Microsoft Office SharePoint Server) 2007
in history of collaboration services, 36
services grouped within SSP (Shared Services Provider), 271
Multilingual sites, 439, 467–468
My Sites
site collections and, 129
social computing and, 41
social computing features in SharePoint 2013, 472
N
Naming conventions
for users with document contribution permissions, 683–684
Napa Office 365 Development Tools, 569
Navigation
configuring metadata navigation, 419–420
defining site navigation, 126
managed metadata for hierarchical, 144–145
managing site navigation, 144–145
persistent links (Suite Bar), 124–125
planning for, 467
in site architecture diagram, 141–142, 144
site navigation with managed metadata, 440
upgrades and, 297
Navigation bar, in Office 365, 321
NaviSite online hosting option, 338
.NET Framework
access protocols for connecting to SharePoint, 577–578
providing Web page services, 39–40
technologies in SharePoint, 260
Network connectivity, monitoring, 106–107
News, standard and enterprise edition features, 43
Newsfeeds
accessing from Office 365, 321
discussion lists vs., 688
following documents, 699
managing posts, 500
personal features in SharePoint 2013, 472–473
policies in governance plan, 92
replacing with Yammer, 125
risk of exposing inaccurate information, 492
SharePoint Newsfeed application, 633–635
SharePoint Online supporting, 335
tips for working with, 509–513
NewsGator’s Social Sites, 294
9X Problem (Gourville), 193
NOT operator. see Logical (Boolean) operators (AND/OR/NOT)
O
Objectives. see also Business objectives
as focus of design, 135
for performance measures, 231–232
SMART (Specific, Measurable, Achievable, Realistic, Time-bound) objectives, 234–235
Objects, displaying permissions levels of, 395–396
OData access protocol, 577–578
OEAT (Office Environment Assessment Tool), 650
client applications that connect with SharePoint, 652–654
collaborative authoring, 527–528
description of, 42
document-related tools, 660
features for integration of Office clients with SharePoint Online, 333
Information Worker products, 32
integration capabilities provided by SharePoint Foundation, 262
keeping document content current with SkyDrive Pro, 660
migrating from SPW to SkyDrive Pro, 659–660
mobile applications, 626, 636–640, 674–675
Office Upload Center and, 660–662
operational governance considerations, 104–105
Outlook for taking SharePoint calendars offline, 666–668
recommendations for working with documents and data, 669–670
SPW features not available in SkyDrive Pro, 658–659
synchronizing/managing document changes, 665
taking SharePoint documents offline with SkyDrive Pro, 654–655
UI (user interface) innovations, 670–672
Web apps. see Office Web Apps
working with SharePoint data offline, 665–666, 668–669
working with SkyDrive Pro, 655–658
Office 365
BPOS (Business Productivity Online Services) rebranded as, 312
building collaborative applications, 52–58
comparing cloud computing services, 315
description of, 42
identity management with, 317–318, 531
Information Worker products, 32
integration with SharePoint and, 333
licensing, 317
monitoring network connectivity, 107
Napa Office 365 Development Tools, 569
operational governance and, 103
search engine in, 535
sharing sites and documents outside organization, 704
updates for Office from, 644
what’s new in Office 2013, 646–647
Office Environment Assessment Tool (OEAT), 650
Office Marketplace, 645
Office Migration Planning Manager (OMPM), 650
Office Mobile Applications
support for mobile devices, 626
Office on Demand, 333, 647–648
Office Professional Plus, 316
Office Server Extensions, 34
Office Store, 321
Office Upload Center
recommendations for working with SharePoint documents and data, 669
working with SharePoint, 653
components of Office 365, 316
as stand-alone service in SharePoint 2013, 260
support for mobile devices, 626
what’s new in Office 2013, 644–645
Offline access
to files, 664
SPW capabilities not available in SkyDrive Pro, 659
OMPM (Office Migration Planning Manager), 650
collaborative authoring, 528, 648–649
improvements in Office 2013, 651
on iOS devices, 639
Office Mobile Applications and, 644, 674–675
Windows Phone applications, 636
working with SharePoint, 653
Online options, cloud computing, 338
Operating systems. see OSs (operating systems)
Operational governance. see Governance, operational
Operational procedures, 337
Operators
logical. see Logical (Boolean) operators (AND/OR/NOT)
tips for writing search queries, 686
Optimal Workshop
card sorting program, 136
tree testing program, 137
OR operator. see Logical (Boolean) operators (AND/OR/NOT)
Organizational structure, not basing site architecture on, 137
architecture, 260
Windows Server providing base services, 39
Out-of-the-box customizations, 111, 114–115
Outcomes. see also Business objectives
business or outcome metrics, 243–245
as focus of design, 135
relating metrics to desired outcomes, 240
working backwards to determine appropriate measures of success, 237
accessing Web-based version, 321
integration with SharePoint, 653
recommendations for working with SharePoint documents and data, 670
taking calendars offline, 666–668
taking documents offline, 662–663
Windows Phone and, 639
OWA (Outlook Web Application), 321
P
PAAS (platform as a service), 314
best practices, 146
consistency of layout, 145–146
customizing page layout, 456–458
design principles for, 149–151
editing page layouts, 463
new page layout options, 127
overview of, 120
wire framing templates, 152–153
Patches, 62
People
featuring human faces and stories in adoption strategy, 196–197
as search result source, 544
social computing in SharePoint 2013, 229–230, 472–474
benefits of, 621
business intelligence capabilities in SharePoint Server 2013, 41
creating KPIs (Key Performance Indicators), 610–611
enterprise edition features, 46
features provided by shared service applications, 264
function of, 616
overview of, 618
Permissions
accessing external data and, 577–578
for app use, 113
applying to securable objects, 358–364
checking individual or group, 395
for default SharePoint groups, 369
displaying permissions levels of objects, 395–396
item-level security and, 417–418
listing permission levels, 383–386
maintaining security model and, 389, 394
Manage Permissions feature, 343
managing user permissions, 200–201
reports and, 604
sharing document outside organization and, 705–706
sharing sites outside organization and, 704–705
PhoneFactor, from Microsoft, 629–630
Physical architecture, searches and, 551–552
Pie charts, 605
PivotCharts, Excel reports, 616
PivotTables, Excel reports, 616
Platform as a service (PAAS), 314
Platforms, SharePoint as, 13–15
Policies
central site for, 99
customization policies in operational governance, 112
enterprise policies in governance plan, 86–87
information management, 165, 432–435
key elements in governance plan, 71
Portals
application features in SharePoint Server, 262
benefits of effective site architecture, 134
capabilities in SharePoint Server 2013, 40
Community Portal site template, 517
standard and enterprise edition features, 43
Posts
adding hyperlinks to, 703
in glossary of social computing terms, 687
deployment strategies and, 204–205
on IA team, 123
importance of, 97
role and responsibilities of, 94
Power View, Excel add-in, 616
collaborative authoring, 528, 648–649
features provided by shared service applications, 264
integration with SharePoint, 653–654
mind maps in documenting site architecture, 141
Office Mobile Applications and, 644, 674–675
Office Web Apps and, 639–640, 644, 674
Windows Phone applications, 636
Preferences, search preferences, 549
Presentation layer, for user interaction with external data, 578–579
Presentation tools
benefits of technologies, 621–622
components of Excel Services, 614
Excel BI client features, 616
Excel Services server features, 617–618
how Excel Services works, 614–616
how PerformancePoint Services works, 618–619
KPIs (Key Performance Indicators), 609–611
PerformancePoint Services, 618
reasons for using PerformancePoint Services, 619–620
reasons for using Visio Services, 620–621
Visio Services, 620
what’s new in Excel Services, 616
Privacy, privacy/relevance mix in online conversations, 484–485
Private clouds, 313
Project (Microsoft), integration with SharePoint, 654
Project Online
components of Office 365, 316
SharePoint Online integration with, 312
Projects
activity groupings in site architecture, 139
managing, 335
project sites, 83
task tracking, 191
Promoted Links app, 189–190, 708–711
Properties, of Content Types, 164
Provisioning, enterprise policies in governance plan, 87
Public Web site, capabilities only available in SharePoint Online, 330–331
Publishing
application features in SharePoint Server, 262
planning for, 467
Publishing sites
capabilities available in SharePoint Online, 330–331
creating and managing Web content, 448–452
customizing page layout, 456–458
default permissions, 377
default SharePoint groups and permissions, 370–371
Design Manager and, 459
master page options for, 454
Q
Qualitative metrics
collecting, 254
examples of serious anecdotes, 246–247
future scenario example, 247–249
user feedback for collecting, 255
user surveys for collecting, 255–256
Quantitative metrics
business or outcome metrics, 243–245
overview of, 241
system metrics (usage analytics), 241–243
usability testing for collecting, 254–255
Quarterly maintenance, of operational governance, 110
Queries
applying query rules to searches, 557–558
defined, 538
in logical search architecture, 551
tips for writing search queries, 684–686
Quest/Dell
migration tools, 286, 336, 490
security analysis tools, 364
security management tool, 342
Quick Edit view, for editing managed metadata, 127, 174–175
Quick Launch
Quick Launch links, vs. Web Parts, 151–152
Quotas, features that do not work across site collections, 268
R
Rackspace online hosting option, 338
Ratings/Likes
in glossary of social computing terms, 687
identifying meaningful content, 480
RBS (Remote BLOB Storage), in database services, 261
Read permissions, 376
Really Simple Syndication (RSS), 262
Recommendations clicked, usage analytics, 243, 444
Recommendations displayed, usage analytics, 243, 444
Records Management. see RM (Records Management)
Regression testing, 112
Relationship capital, building through social computing, 480
Relevance, privacy/relevance mix in online conversations, 484–485
Remote BLOB Storage (RBS), in database services, 261
Replies, social computing terminology, 687
Report Center, 41
Reports
PivotCharts and Pivot Tables, 616
reasons for using PerformancePoint Services, 619
Require Check Out setting, in versioning, 416–417
Responsibilities
governance plan considerations, 88–89
key elements in governance plan, 70
Restricted Contributor permissions, 378
Restricted Read permissions, 377
Result blocks
defined, 539
query rules in defining, 558
Result sources
defined, 539
Retention policies, sites, 406–407
Reusable Workflows, 588, 590–591
Rewards
discussion lists with reward and recognition capabilities in SharePoint 2013, 192
Ribbon, Office UI innovations, 670–671
Risks, related to social computing
accidental or inappropriate disclosure, 493
distraction, 495
e-discovery, 494
exposing inaccurate information, 492–493
elements of Content Types, 165
information management policies, 432–435
with SharePoint Online, 324–325
standard and enterprise edition features, 45
ROI (return on investment)
applying ROI analysis, 238–239
as measure of success of project, 227
Roles
governance plan considerations, 88–89
information architect, 122–124
key elements in governance plan, 70
RSS (Really Simple Syndication), 262
S
SAAS (Software as a service), 314, 338
SCOM (Systems Center Operations Manager), 107–108
Scorecards
in dashboards, 606
reasons for using PerformancePoint Services, 619
strategic/appropriate use of, 622
Scrolling, design principles for page layout, 149
accessing from Office 365, 321
in architecture of social computing, 529
document library in, 129
integration with SharePoint, 654
keeping document content current with, 660
migrating from SPW to, 659–660
mobile applications, 636
new features in SharePoint 2013, 473
offline access with, 296
offline synchronization with, 191–192
providing ability to work with content across devices and offline, 491
recommendations for working with SharePoint documents and data, 669
SharePoint Online support, 312, 335
SPW features not available in, 658–659
taking SharePoint documents offline, 654–655
working with files offline, 664
Search alerts, 548
Search-driven applications
overview of, 564
search-driven Content Web Parts, 564–565
video search results, 564
Search-driven Content Web Parts, 564–565
Search engine optimization (SEO), 443–444, 446
improvements to SharePoint 2013, 190–191
in logical search architecture, 550
reports and, 604
SEO (search engine optimization), 443–444, 446
Search refiners
customizing and creating, 559–560
search results pages providing, 545–547
Search results
defined, 538
video search results, 564
Searches
adding content sources, 554–555
adding result sources, 555–557
application features in SharePoint Server, 262
capabilities in SharePoint Server 2013, 40–41
capabilities not available in SharePoint Online, 328–329
capacity planning, 553
comparing SharePoint Online with SharePoint Server 2013, 560–563
configuring and managing, 540–541
configuring as application, 128
consolidating FAST search engine with SharePoint search, 287
content management and, 540
Content Search Web Part, 440
customizing and creating search refiners, 559–560
deciding what content to expose to, 541–542
exporting/importing search settings, 560
features of enterprise edition, 46
features provided by shared service applications, 263
features that do not work across site collections, 268
importance of, 537
key point review, 565
keyword matches, 438
logical operators and wildcards in, 196
managing, 554
managing with SharePoint Online, 325
metadata and, 121, 160, 181–182
overview of, 535
physical architecture, 551–552
search-driven applications, 564
search-driven Content Web Parts, 564–565
SEO (search engine optimization), 443–444
site architecture and, 134
SkyDrive Pro and, 655
standard and enterprise edition features, 45
teaching users how to create effective queries, 209–210
upgrades and, 297
upgrading to SharePoint 2013 search, 553–554
video search results, 564
what’s new in SharePoint 2013, 230, 535–536
writing search queries, 684–686
applying permissions to, 358–364
inheritance and, 385
Secure Store, 325
Security
custom SharePoint groups, 374–375
default SharePoint groups, 368–372
displaying object permissions, 395–396
Draft Item Security, 415
example security model, 390–393
Excel Services and, 615
folders and, 161
guiding principles, 75
listing access requirements, 386
listing permission levels, 386
listing security requirements, 382–386
security trimming, 365
sharing externally and, 354–357
sharing internally and, 350–354
in site architecture diagram, 142
special SharePoint groups, 372–374
troubleshooting security applications, 396–398
of users, 367
what’s new in SharePoint 2013, 343–348
Security trimming, 365
Selective external migration, 304–305
Send To command, managing document copies and, 693–697
SEO (search engine optimization), 443–444, 446
Serious anecdotes
collecting good value stories, 255–256
in qualitative metrics, 245–246
Servers. see also by individual types
deployment strategies, 279–281
Excel Services server features, 617–618
server roles in SharePoint, 278
Service applications
features provided by shared service applications, 263–264
Service level agreements (SLAs)
governance plan as framework for, 69
technology assurance dimension of governance and, 62
Settings, managing with SharePoint Online, 325–326
Shared Service Providers (SSPs), 271
SharePoint 2003, migrating to SharePoint 2013, 286
SharePoint 2007, migrating to SharePoint 2013, 286
SharePoint 2010, migrating to SharePoint 2013, 286
SharePoint 2013
as application, platform, or framework, 13–15
comparing versions of, 43, 45–49
current versions and technologies, 36–37
determining relevant capabilities, 25–29
identifying the business objectives, 20–22
identifying the stakeholders, 22–24
overview of, 11
as replacement for Access and Excel, 51–52
as replacement for file sharing, 49–51
technologies and capabilities, 38
walking through example build of collaborative application, 52–58
SharePoint administrator role, 93
SharePoint architect role, 94
SharePoint coaches
importance of, 97
role and responsibilities of, 94
SharePoint Designer 2013
customizing workflows, 586–588
integration with SharePoint, 654
working with workflow actions, 592–595
SharePoint Foundation
in history of collaboration services, 34, 36
Windows Server 2008/2012 as basis for, 260
SharePoint Foundation 2013
application capabilities provided by, 262
collaboration services, 40
description of, 42
overview of, 37
platform capabilities provided by, 261
SharePoint Groups
types of, 368
SharePoint Health Analyzer, 106
SharePoint Online
capabilities missing in, 327–329
capabilities only available in, 329–334
comparing with SharePoint Server 2013, 326–327, 560–563
components of Office 365, 315
ease of sharing and, 66
feature parity with SharePoint Server, 410
operational governance and, 103, 337–338
sharing sites and documents outside organization, 704
SQL Azure and, 577
technology assurance dimension of business governance and, 62
SharePoint Online administrators group, 373
SharePoint Portal Server (SPS), 34–36
SharePoint Server 2010, 580
SharePoint Server 2013
ECM (enterprise content management), 40
options for working with workflows, 580
technologies and capabilities, 38
SharePoint Team Services (STS), 34
SharePoint Workspace. see SPW (SharePoint Workspace)
Sharing. see also Collaboration
authentication and, 347
documents externally, 343, 357, 705–706
documents internally, 343, 350–351
improvements to SharePoint 2013, 191
internally, 350
online vs. on-premises, 345–346
reviewing what has been shared, 706–707
sites externally, 356–357, 704–705
Single-server deployment, 279
Site architecture
administration, 142
best practices for page layout, 146
consistency of page layout, 145–146
design principles for page layout, 149–151
design techniques, 135
duplicating content in more than one location, 140
functional groupings, 139
overview of, 120
templates and starters for page layout, 146–148
three-click-rule myth, 153
top links in, 145
wire framing templates, 152–153
Site collection administrators group, 372
Site collections
central administration, 272–274
deferring upgrades, 287
features that do not work across, 267
fundamentals common to portals, sites, and pages, 265
listing security requirements for, 382–386
multiple collections vs. single collection with sub-sites, 130
planning upgrades, 292
separating software or database upgrade from site upgrade, 288
site collection administration, 275–277
tenant administration, 274–275
Site designer role, 94
Site Mailbox app, 407–408, 662–663
Site Mailboxes, 295
Site models, 261
Site owners
access issues and, 398
adding apps to sites, 707
naming conventions for, 681–683
new tasks in SharePoint 2013, 703
reviewing what has been shared, 706–707
sharing documents outside organization, 705–706
sharing sites outside organization, 704–705
Site sponsor role, 94
Site steward role, 94
accessing from Office 365, 321
accessing permissions, 361
adding apps to, 707
central administration, 272–274
following, 699
fundamentals common to portals, sites, and pages, 265
governance model for sample deployment, 81–84
governance plan considerations, 90
hosting in SharePoint 2010 and 2013 simultaneously, 288
key topics in book, 3
listing permission levels for, 383–386
managing security of, 350
mobile usage scenarios, 631
naming conventions for, 683
new site development features in SharePoint 2013, 18
reasons for using SharePoint for Internet-facing sites, 437–438
as search result source, 543
sharing externally, 354, 356–357, 704–705
sharing online vs. on-premises, 345–346
site-level administration, 277–278
starter templates, 126, 146–148, 450
Web Parts for building, 458–459
writing great content for, 678–680
SkyDrive Pro. see SDP (SkyDrive Pro)
SLAs (service level agreements)
governance plan as framework for, 69
technology assurance dimension of governance and, 62
SMART (Specific, Measurable, Achievable, Realistic, Time-bound) objectives, 234–235
Smartphones. see also Mobile devices, 625–626
capabilities in SharePoint Server 2013, 41
collaboration structure provided by, 516
collaborative authoring within Office documents, 527–528
configuring user profiles, 495–500
conversation concepts, 474–476
deployment strategies for, 203–205
enabling online conversations, 484–490
engaging others and getting work accomplished, 506–507
identifying business objectives related to, 479–482
identifying stakeholders in, 23
indentifying use cases, 483–484
likes and ratings and, 501–502, 513–514
managing blogs and wikis, 501
managing newsfeed posts, 500
mobile device support, 478
mobile usage scenarios, 630–631
new personal features in SharePoint 2013, 472–474
overview of, 471
pilot project for, 505
planning and governing, 479
preparing launch and communication plans for, 505–506
risk of accidental or inappropriate disclosure, 493
risk of distraction, 495
risk of e-discovery, 494
risk of exposing inaccurate information, 492–493
risk of losing stature, 493–494
SharePoint Newsfeed application and, 633–635
SharePoint Online supporting, 335
social content types requiring governance, 65
social tags, 502, 514–516, 688
standard and enterprise edition features, 45
supporting online communities, 474, 490–491
what’s new in SharePoint 2013, 16, 190, 229–230
working with content across devices and offline, 491
Social Sites, NewsGator’s, 294
in glossary of social computing terms, 688
understanding, 502
Software as a service (SAAS), 314, 338
Software, separating software upgrade from site upgrade, 288
Solutions
adopting. see Adoption
business solutions. see Business solutions
Songs/ music, metadata architecture, 154–155
Specific, Measurable, Achievable, Realistic, Time-bound (SMART) objectives, 234–235
Speed, design principles for page layout, 149
SPS (SharePoint Portal Server), 34–36
features not available in SkyDrive Pro, 658–659
migrating to SkyDrive Pro, 659–660
replaced by SkyDrive Pro, 651, 654
SQL Azure
access protocols for connecting to SharePoint, 577–578
making data accessible in cloud, 577
SharePoint Online integration with, 313
SQL Reporting Services, 41
access protocols for connecting to SharePoint, 577–578
managing database capacity, 107
managing databases, 108
providing database services, 39, 260
SSPs (Shared Service Providers), 271
SSRS (SQL Server Reporting Services), 604
Stakeholders
Standards, having central site for, 99
Starter templates, 126, 146–148, 450
Static reports, 604
Steering committee role, 93
Storage
platform capabilities provided by SharePoint Foundation 2013, 261
shredded storage saving space and bandwidth, 408–409
of social information, 529
Stories
collecting good value stories, 255–256
communicating measurement stories, 243–244, 249
examples of serious anecdotes, 246–247
qualitative metrics and, 245–246
Strategic goals, scorecards indicating performance against, 608
Strategic plan, documenting, 21
Strategy roadmap
determining relevant capabilities, 25–29
identifying the business objectives, 20–22
identifying the stakeholders, 22–24
STS (SharePoint Team Services), 34
Suite Bar, persistent navigation links, 124–125
Synchronization
capabilities of SkyDrive Pro, 655
keeping document content current, 660
of Office document changes, 665
System metrics. see Usage analytics
Systems Center Operations Manager (SCOM), 107–108
T
Tablets
user experience of SharePoint with, 631–633
what’s new in SharePoint 2013, 625–626
Tags. see Social tags
application capabilities provided by SharePoint Foundation 2013, 262
mobile usage scenarios, 630
new personal features in SharePoint 2013, 474
tracking projects, 191
Tasks, site owner
adding apps to sites, 707
overview of, 703
reviewing what has been shared, 706–707
sharing documents outside organization, 705–706
sharing sites outside organization, 704–705
Tasks, user
creating/displaying views in lists and libraries, 690–693
creating posts in newsfeeds, 702–703
following documents, sites, people, and topics, 697–702
monitoring copies of documents, 693–697
overview of, 690
Taxonomy
domain knowledge and, 131
navigation issues and, 297
Team sites
default permission levels, 376–377
default SharePoint groups and permissions, 370–372
deployment strategies for collaboration solutions, 205–208
SharePoint Online support, 335
Teams
activity groupings in site architecture, 140
coaching team in center of excellence, 207–208
elements of team “compact,” 206–207
governance planning and, 72–73
in IA design, 123
providing initial and ongoing support, 208
sharing newsfeed posts with, 510
Technology assurance, in governance plan, 62
Templates
binding to lists or libraries, 584–586
Business Intelligence Center, 618
Community Portal site template, 517
Community Site template, 347, 474, 476–477
Developer Site template, 331
elements of Content Types, 164
naming conventions, 682
Publishing Site template, 330–331, 448
starter templates, 126, 146–148, 450
Tenant administration, 274–276, 322–326
Tenants, fundamentals common to portals, sites, and pages, 265
Term Set Planning Worksheet, 176
Term Store, 324
Term Store Management Tool, 176
Terms/Term sets
describing managed metadata, 175
managing, 176
planning, 177
predefining keywords and terms for user profiles, 200
Test environment, establishing, 116
Themes, branding sites and, 458
Third-party tools
for security analysis, 364
for security management, 342
Three-click-rule myth, site architecture and, 153
Three-server deployment, 280
Timeline controls, in Excel Services, 618
Title property
search tips and, 548
what it is/ how it works, 210–211
Top-left visual area, design principles for page layout, 149–150
Top links, in site architecture, 145
Training
addressing audience needs, 211–212
in governance plan, 99
operational implications of SharePoint Online, 337
planning effective, 208–209, 211
tailoring to how jobs are performed, 215–217
tips for training content, 209–211
upgrades and, 292
Training manager role, 94
Transitions, deployment planning and, 202
Tree-jack tree testing program, from Optimal Workshop, 137
Tree testing, approach to IA design, 136–137
Tree view, configuring metadata navigation, 419–420
Troubleshooting security applications, 396–398
“Try It, You’ll Like It,” incentives and rewards in adoption, 218
Twitter. see also Social computing
preparing for upgrades and, 294–295
social features of SharePoint 2013 similar to, 190
Two-server deployment, 280
U
UI (user interface), innovations in Office, 670–672
ULS (Unified Logging Service), 108
Unique identifiers, for SharePoint items, 156
Updates
administering Office 365, 319
operational governance policies, 112
Upgrades
business process capabilities and, 291–293
customization and, 301–302, 304, 306
electronic forms and document workflows and, 293–294
fixing structural issues prior to, 297
governance considerations related to, 291
post-upgrade tasks, 307
to SharePoint 2013 search, 553–554
social computing and Yammer and, 294–295
strategies/options for, 302–305
technology assurance dimension of governance and, 62
what’s new in SharePoint 2013, 286–289
working with SharePoint content offline, 295–296
URLs
adding hyperlinks to posts, 703
readability and usability of, 441
Usability, balancing with security, 364
for improving solution adoption, 134
in logical search architecture, 551
in physical search architecture, 551–552
WCM (Web content management) and, 444–445
Usage reports, capabilities not available in SharePoint Online, 329
Usage scenarios, mobile computing, 630–631
Use cases
for adoption of new capabilities, 197
for online communities, 490–491
for online conversations, 484–490
for working with content across devices and offline, 491
User documentation, as training tool, 214
User feedback
aids to adoption, 195
for collecting qualitative metrics, 255
User interface (UI), innovations in Office, 670–672
User profiles
features provided by shared service applications, 263–264
predefining keywords and terms for, 200
standard and enterprise edition features, 45
User surveys, for collecting qualitative metrics, 255–256
Users
administering user accounts in Office 365, 319
checking individual or group permissions, 395
managing permissions of, 200–201
naming conventions for, 683–684
new types and governance, 66
perspective on searches, 543–547
role and responsibilities of, 94
security of, 367
solution adoption and, 122
understanding needs and capabilities of, 131–132
upgrades and, 292
user personas/scenarios in mobile computing, 627–628
UX (user experience)
online features of SharePoint 2013, 482
V
Value, measuring. see Measurement/metrics
Versions/version management
Draft Item Security, 415
of images (image renditions), 441–442
metadata attributes and, 156
of reports, 604
Require Check Out setting, 416–417
settings, 411
SharePoint product line and, 36–37
SPW capabilities not available in SkyDrive Pro, 659
Video
adding to posts, 703
posting link to, 511
search results, 564
View permissions, for publishing sites, 377
Views
creating differing views for contributors and consumers of information, 197
creating/displaying in lists and libraries, 690–693
inability to secure, 366
Views (visits), system metrics (usage analytics) capturing, 243, 444
enterprise edition features, 46
features provided by shared service applications, 264
mind maps in documenting site architecture, 141
Visio Online, components of Office 365, 316
Visio Services
overview of, 620
working with SharePoint, 654
Vision statement
envisioning process in governance plan, 85
key elements in governance plan, 70
Visitors role, 216
W
WACs (Web Application Companions), 527–528
WCF endpoints, access protocols for connecting to SharePoint, 577–578
basic capabilities of, 446–448
CEWP (Content Editor Web Part), 463–466
creating strategy for, 468–469
Internet deployment solution and, 282–283
key point review, 469
reasons for using SharePoint for Internet-facing sites, 437–438
SEO (search engine optimization), 443–444, 446
SharePoint capabilities for, 632
standard and enterprise edition features, 45
themes, 458
video management, 442
Web Parts for building sites, 458–459
what’s new in SharePoint 2013, 438–441
Web analytics, 440
Web Application Companions (WACs), 527–528
Web browsers
drag and drop functionality of, 408
operational governance considerations, 104–105
SharePoint Newsfeed application accessed from, 635
Web content management. see WCM (Web content management)
Web pages
architecture of. see Page architecture
changes to master page customization in SharePoint 2013, 287
in document libraries, 411
page layout template for, 146
Web Parts
CEWP (Content Editor Web Part), 463–466
Chart Web Part, 605
Content by Search Web Part, 560
Content Query Web Part, 267
customization issues when upgrading, 301–302
home page organization and, 126–127
inability to secure, 366
page architecture and, 121
search-driven Content Web Parts, 564–565
vs. Quick Launch links, 151–152
Web sites. see Sites
Weekly maintenance, of operational governance, 109–110
WF (Windows Workflow Foundation) 4, 39, 580–581
WFE (Web front end)
corporate intranet farms, 282
server roles in SharePoint, 278
Wikis
application capabilities provided by SharePoint Foundation 2013, 262
managing, 501
preparing for upgrades and, 294
risk of exposing inaccurate information, 492
Wildcard characters (*)
in contextual help systems, 196
in searches, 548
tips for writing search queries, 686
Windows 8, 644
Windows application logs, 108
Windows authentication, 287
Windows Azure
Active Directory, 531
comparing cloud computing services, 315
SharePoint Online integration with, 313
Windows Explorer
integration with SkyDrive Pro, 655, 658
moving files between SharePoint and other file systems, 663–664
recommendations for working with SharePoint documents and data, 670
working with SharePoint, 654
Windows Intune, 628
Windows Phone
SkyDrive Pro support for mobile applications, 636
support for mobile devices, 478
what’s new in SharePoint 2013, 626
Windows Server
as basis for SharePoint Foundation, 260
comparing cloud computing services, 315
providing base operating system services, 39
Windows SharePoint Services. see WSS (Windows SharePoint Services)
Windows Workflow Foundation (WF) 4, 39, 580–581
Wire frames, templates for, 152–153
collaborative authoring, 528, 648–649
enterprise edition features, 46
features provided by shared service applications, 264
Office Mobile Applications and, 644, 674–675
Office Web Apps and, 639, 644, 673–674
pasting content from, 465
Windows Phone applications, 636
working with SharePoint, 654
Work Management Service, 569
Workflow Manager, 569, 580–581
associating with lists, 584–586
association options and actions, 591–592
Content Types and, 165
designing with SharePoint Designer, 588–589
designing with Visio 2013, 592–595
features that do not work across site collections, 267
function of, 567
mobile usage scenarios, 630
as stand-alone service in SharePoint 2013, 260
standard, 584
templates, associations, and instances, 584
Windows Workflow Foundation, 39
WSS (Windows SharePoint Services)
cloud computing and, 312
in history of collaboration services, 34, 35–36
Y
Yammer
acquisition by Microsoft, 471
integration with SharePoint 2013, 530–531
integration with SharePoint Online, 334
for microblogging, 476
policies in governance plan, 92
replacing Newsfeed with, 125
SharePoint Online support, 335
social computing and, 41
Z
Zero-server deployment, 279