Contents
Chapter 1 Your Reading Journey
What You Will Learn from This Book
What’s New in SharePoint 2013?
Chapter 2 Planning Your Solution Strategy
Is It an Application, a Platform, or a Framework?
What’s New in SharePoint 2013?
What Is the Business Objective?
Which Capabilities Are Relevant?
Chapter 3 Introducing the SharePoint 2013 Platform
Microsoft’s Collaboration Evolution
Exchange as a Collaboration Platform
Office Server Extensions and SharePoint Team Services
Windows SharePoint Services 2.0
Windows SharePoint Services 3.0
Microsoft Office SharePoint Server 2007
Microsoft SharePoint Server 2010
Current Versions of SharePoint Products and Technologies
Microsoft SharePoint Server 2013
SharePoint Server 2013: The Details
Microsoft SharePoint Server 2013 and Office 2013
Operating System Services: Windows Server
Database Services: Microsoft SQL Server
Workflow Services: Windows Workflow Foundation
What’s New in SharePoint 2013?
SharePoint: The File Share Killer?
SharePoint: The Access and Excel Killer?
Chapter 4 Planning for Business Governance
What’s New in SharePoint 2013?
Why Is Governance Planning Important?
When Should You Start Thinking about Governance?
How Do You Create the Governance Plan?
Think about Governance during Design
Identify a Small but Inclusive Team
Think about the Deployment Model
Plan and Schedule the Governance Conversations
Define Roles and Responsibilities
Define Policies and Guidelines
Socialize, Promote, and Verify
Chapter 5 Planning for Operational Governance
What’s New in SharePoint 2013?
Planning for Operational Governance
Choose a Deployment Model (or It Will Choose You)
Correct Health Analyzer Issues
Manage Capacity and Disk Space Effectively
Manage Application Pools Effectively
Manage Accounts and Passwords Effectively
Proactively Monitor the Health of Your SharePoint Environment
Maintaining Operational Governance
Planning for Application Governance
Account for the Three Categories of SharePoint Solutions
Choose a Customization Policy (or It Will Choose You)
Develop Governance Strategies for the New SharePoint Apps Model
Maintaining Application Governance
Establish Development and Test Environments
Chapter 6 Planning Your Information Architecture
Why Is Information Architecture Important?
Understanding the Role of the Information Architect
What’s New in SharePoint 2013?
Planning Your Information Architecture Strategy—Site Collections and Sub-sites
Planning Your Information Architecture Strategy—Gathering the Right Information
Creating an Effective Site Architecture
Site Architecture Design Techniques
Site Architecture Best Practices
Implementing Your Site Architecture
Understanding Metadata Architecture
Basic Metadata Concepts for SharePoint
Maintaining Your Information Architecture
Chapter 7 Planning Your Adoption Strategy
What’s New in SharePoint 2013?
Why Is Adoption of New Solutions So Hard?
Design a Solution That Delights
Provide Opportunities for Users to Give Feedback
Provide Contextual Help and Tips
Target Content Where It Makes Sense
Create Different Views for Contributors and Consumers of Information
Be Mindful of Feature Abuse: Just Because You Can, Doesn’t Mean You Should
“Prime the Pump” by Predefining Keywords and Terms That Users Are Likely to Use in Their Profiles
Eliminate “Sharp Edges” by Carefully Managing User Permissions
Plan Your Deployment to Optimize Adoption Success
Deployment Strategies for Intranets
Deployment Strategies for Social Features
Deployment Strategies for Collaboration Solutions (Team Sites)
Carefully Consider Incentives and Rewards
Design and Implement Persistent Communications
Chapter 8 Developing a Value Measurement Strategy
What’s New in SharePoint 2013?
Question 1: What Are the Business Objectives?
Question 2: How Should the Solution Be Designed to Meet the Objectives?
Question 3: Who Are the Metrics Stakeholders?
Question 4: What Are the Metrics and How Should We Present Them?
SharePoint and Traditional ROI Analysis
Question 5: How Can We Collect the Metrics?
Question 6: What Do the Metrics Tell Us about How We Need to Change?
Chapter 9 Understanding Architecture Fundamentals
What’s New In SharePoint 2013?
Sites, Site Collections, Site Templates, and Service Applications
Understanding SharePoint Administration
Site Collection Administration
Chapter 10 Planning Your Upgrade
What’s New in SharePoint 2013?
In-Place Upgrade Is No Longer Supported
Site Collection Upgrades Can Be Deferred
The Default Authentication Mode Has Changed to Claims
Master Page Customizations Have Changed
Search Is Now a Single, Consolidated Offering
SharePoint 2013 Can Host Sites in Both 2010 and 2013 Modes
Database-Attach Is Now Available for Some Service Application Databases
Planning for Upgrade or Migration
SharePoint-Driven Business Processes
Electronic Forms and Document Workflow
Preparing for Social Computing and Yammer
Working with SharePoint Content Offline
Getting Your Timing Right: When Should You Upgrade?
Fixing Your SharePoint Structure
Addressing New Features in SharePoint 2013
User Comfort, Skill Level, and Training
SharePoint 2010 Customizations
Understanding Upgrade and Migration Options
Chapter 11 Taking SharePoint to the Cloud
What’s New in SharePoint 2013?
Office 365 Licensing Considerations
Office 365 Identity Management
SharePoint Online Functionality
Comparing SharePoint Online with SharePoint Server 2013
Capabilities Missing from SharePoint Online
Capabilities Available Only in SharePoint Online
Planning for SharePoint Online
Getting Started with SharePoint Online
Migrating to SharePoint Online
Understanding SharePoint Online Governance and Operational Implications
What’s New In SharePoint 2013?
Planning How Users Will Access SharePoint
Planning How You Will Share Internally
Planning How You Will Share Externally
Planning How You Will Secure SharePoint Sites
Defining and Documenting Your SharePoint Security Plan
Step 1: List and Describe Where Unique Security Is Required
Step 2: List and Describe Who Needs Access
Step 3: List and Describe the Permission Levels
Step 4: Define and Create the SharePoint Security Groups You Need
Step 5: Apply Security Permissions
Maintaining Your Security Model
Checking Permissions for a Site
Checking Permissions Assigned to an Individual or Group
Displaying Permission Levels for an Object
Troubleshooting Security Applications
Chapter 13 Managing Enterprise Content
What’s New in SharePoint 2013?
SharePoint Online Feature Parity
Back to Basics: Document Management in SharePoint 2013
Information Management Policies
Chapter 14 Managing Web Content
Why SharePoint for Internet-Facing Web Sites?
What’s New in SharePoint 2013?
Web Content Management: The Basics
Planning for Web Content Management
Putting It All Together: A WCM Strategy
Chapter 15 Planning for Social Computing
What’s New in SharePoint 2013?
Getting Started: Planning and Governing Your Social Strategy
Clearly Identify the Business Problem
Be Prepared to Respond to Barriers
Define a “Do-able” Pilot Project
Prepare a Launch and Communications Plan
Using Social Features to Engage Others and Get Work Done
Personal SharePoint 2013 Sites
Providing a Structure for Collaborating
Community Portals, Sites, and Community Features
Collaborative Authoring within Microsoft Office Documents
Understanding the Architecture for SharePoint Social
Preparing for Yammer Integration
Chapter 16 Planning Enterprise Search
What’s New in SharePoint 2013?
What Are Some Common Enterprise Search Terms and Concepts?
How Does Content Management Affect Search?
Why Are Configuring and Managing SharePoint 2013 Search Important?
What Content Should You Expose Via SharePoint Search and How?
Understanding Search from a User Perspective
SharePoint 2013 Search Administration
SharePoint 2013 Search Logical Architecture
SharePoint 2013 Search Physical Architecture
Capacity Planning Considerations
Upgrading to SharePoint 2013 Search
Managing SharePoint 2013 Search
Customizing and Creating SharePoint 2013 Search Refiners
Exporting and Importing Search Settings
Comparing SharePoint Server 2013 to SharePoint Online Search
New Search-Driven Content Web Parts
Chapter 17 Planning Business Solutions
What’s New in SharePoint 2013?
What Is a Composite Application?
Using Business Connectivity Services
Understanding Business Processes
Understanding Workflow Terminology
Templates, Associations, and Instances
Associating a Workflow with a List
Creating Custom Workflows with SharePoint Designer 2013
Introducing SharePoint Designer (for Workflow Development)
Designing Workflows with Visio 2013
Chapter 18 Planning for Business Intelligence
What’s New in SharePoint 2013?
Planning for Business Intelligence
Which Presentation Tool Is Right for You?
Getting Started with Excel Services
What’s New in Excel Services with SharePoint 2013?
Excel Services (Server Features)
How Does PerformancePoint Services Work?
Why Use PerformancePoint Services?
Chapter 19 Planning for Mobility
What’s New in SharePoint 2013?
Mobile Architectural Considerations
The SharePoint Phone and Tablet Experience
SharePoint Newsfeed Mobile Applications
SkyDrive Pro Mobile Applications
Third-Party Mobile Applications
Chapter 20 Integrating Office Applications
Office Client Applications That Connect with SharePoint 2013
SkyDrive Pro—Taking SharePoint Documents Offline
SharePoint Workspace and Groove Features No Longer Available
Migrating from SharePoint Workspace to SkyDrive Pro
Other Clients: Office Web Apps and Office Mobile Applications
Appendix Content You Can Reuse
Content for Your Governance and Training Plans
Tips for Writing Great Content for SharePoint Sites
Naming Conventions That Improve Findability
Tips for Writing Better Search Queries
Glossary of Social Terminology for SharePoint 2013
New or Different User Tasks in SharePoint 2013
Creating and Displaying Views in Lists and Libraries
Managing Copies of Documents (Send To and Manage Copies)
Following Documents, Sites, People, and Topics
Tips for Creating Posts in the Newsfeed
New or Different Site Owner Tasks in SharePoint 2013
Sharing Sites and Documents with People Outside Your Organization