Introduction to SharePoint 2013 WCM-DM-ECM for Business Users and Developers

Introduction to SharePoint 2013 WCM-DM-ECM
Rajesh Agadi
Principal Consultant
For Business Users and Developers
Silicon Valley SharePoint Users Group
5/16/2013

Slide # Enabling Intelligent Enterprises
My Bio
• Over 18 years of Consulting Experience
• Focused on Microsoft Stack of ECM
• Worked and deployed across all SharePoint versions.
• Organizational Portals/Extranets/Public
Sites/Migration/Branding/Workflows/Custom
• Infrastructure/Information/TechnicalArchitecture and
Hardcore development.
• Held Consulting Architecture and Organizational
Leadership roles.
• MCSD and MSTS in SharePoint
• http://www.linkedin.com/in/rajeshagadi
• http://rajeshagadi.blogspot.com/

Focus for this Presentation
• Expose Business Users to WCM/DM/ECM new features
• Expose Developers to WCM/DM/ECM new features
• Not focused on Code are actual Demos

Agenda
Quick Reflect Back
1. Web Content Management
2. Document Management
3. Enterprise Content Management

SharePoint Evolution
Apps
Branding
Enhanced BI
Enhanced
Content
management
Enhanced
Mobile
Performance
Storage
eDiscovery
SharePoint
2013
Service
Application
BI
Infrastructure
Performance
Mobile
SharePoint
2010
Business
Platform
Web Content
Management
Business
Connectivity
Services
Excel Services
Workflow
Enhanced My
Sites
SharePoint
2007
Portal Server
Team Sites
Search
SSP
SharePoint
2003
Portal
Server(2001)
Team Service
(2002)
Digital
Dashboard
SharePoint
2001
Nuggests
(Web Parts)
Office Web
Server
Digital
Dashboard
Apps
REST
Claim
OAuth
Service
Application
SandBox
CSOM
TRUE ASP.Net
Solutions
ServerSideOB
Cloud
WSS1.0
SPS 2013
ASP.Net
Ran Inside IIS
STS
ASP
Database
WebParts

Evolution of SharePoint Execution Model

Development Entry Points
• Microsoft.SharePoint.Publishing.dll
• WCF Web Serivice _vti_bin/ client.svc.->JavaScript
• RESRful endpoint _api/ Maps to _vti_bin/ client.svc.
_api/publishing
_api/search

Focused Agenda
• Web Content Management (WCM)
• Document Management (DM)
• Enterprise Content Management (ECM)

WEB CONTENT MANAGEMENT
Content Authoring Improvement

Branding Development
• Empowering web designers & developers
– Completely revamped CSS classes
– Web Part rendering with DIVs, not with TABLEs
– Minimizing ramp up time
• Site design & branding using the technologies
web developers already know & love (HTML, CSS,
JS) – using their preferred design tools.
– Creating and updating designs no longer requires deep SharePoint expertise
• Design manager for assisting uploading templates
and modifying them on-fly
Design Manager

Design Manager Capabilities
• Provides guidance to modify master
page and page layouts
– Helps for converting html designs to be used in SharePoint as
master pages
• Editors keep updating html pages
– SharePoint converts required changes for master pages and page
layouts
– Snippets for helping building designs
• Export and Import capabilities
– Packages created as Sandbox solutions which can moved cross
environments

Branding Deployment
• As Web Site Designer you can use your favorite tool:
Adobe Dreamweaver/MS Expression Web etc.
• Can simply copy your html/css/javascirpt files to Master
Catalog
• Publishing Site is same as SP 2010
• Can Deploy SP 2010 Solution as is and run in Legacy mode
• No more Branding Solution
Simplified Web Site Design

Device-specific Targeting
• Different channels defined in site collection level (SPSite)
• Define “channels” for single devices or groups of devices –
based on user agents
• Assign alternate “Master Pages” (shared look and feel) per
channel
• Selectively include and exclude portions of Page Layouts
per channel by using specific control
• Possible to provide cookie level override for end users
• Same URL, different look and feel based on used device
• Publishing Feature is necessary.
Device Channel

Device Channels Across Device Platforms

Preview

RTE Usability (paste)
• Copy from Word
• Paste to Rich Text Editor WP, Content Editor WP, HTML
Field
• Semantically correct HTML produced
• In SP 2010 RTF Copy paste was not consistent

Variations and Content Translation
• Integrated Translation Support
• Auto/Manual Translation/ Content Owner Opt-in
• Machine Translation Services ->MS Translator
• New Language Site Creation 50% Faster
• Export in .XLIFF files (XML Localization Interchange File
Format)
• Support for 209 Variation labels
• Limitations
– Single Root Site
– Unidirectional
• SP2010
– Languages
– Mobile
• SP2013
– Languages

Ribbon Enhancements
• Single Click Actions
• Popularity Trends
• Incoming Links
• Tags and Notes

Content Rendering Improvements

Minimum Download Strategy
• Improves Page Rendering Performance by downloading only
what is changed.
• Given the Site, Master Page Chrome to stay persistent while
the Page Content to change across the Site Pages.
• Each Control at the core are driven by an URL and is managed
by the download manager.
• Publishing Sites do not support MDS
• MDS is implementing by start.aspx
• /sites/Legal/_layouts/15/start.aspx#/SitePages/Home.aspx
• MDS is Web Scoped Feature and is ON by default.
• SPWeb.EnableMinimalDownload=False
• http://www.wictorwilen.se/sharepoint-2013---introduction-to-the-minimal-download-strategy-mds

JSLink and Client Side Rendering (CSR)
• JS Link is new Web part Property
• Allows to Developer CSR Solutions
• Alternate formatting, data and functionality
• Help replace DVWP of SP 2010
• Create a JavaScript override file
• Upload the JavaScript file to the Master Page Gallery
– Set the content type and properties of the file
in the Master Page Gallery
• Set the JS Link property of the web part to point to the
JavaScript file

Image Renditions
• Scaled variants to original (large) image.
• Image transformation dynamically in SharePoint
• Renditions are actual thumbnails.
• Thumbnails are created on the fly and cached for
following requests.
• Consistency sized images, Resizing will resize actual
image, not only it's presentation.
• Optimizes page payload.
• Cropping for targeting areas of pictures.
• Cropped images’ file size is also reduced.

Using Image Renditions

Image Renditions Support
• Enable Disk based BLOB Cache at Web App level
(Web.config)
• Required Publishing Feature
• Use Asset Library (Recommended)
• Video Renditions work Same as Image Renditions
• Supported Image: gif, jpg, jpeg, jpe, jfif, bmp, dib, png, tif,
tiff, ico, wdp, hdp
• Supported Video: wmv, wma, avi, mpg, mp3, mp4, asf,
ogg, ogv, oga, webm
• Image Renditions stored as Property Bag of the Image File
• Rendition Max Size for both Height and Width: 2048px

Enable Blob Cache in Web.Config
• Location
• Permitted
• Size in GB
< BlobCache location =" E: BlobCache 14" path =".( gif | jpg
| jpeg | jpe | jfif | bmp | dib | tif | tiff | ico | png | wdp |
hdp | css | js | asf | avi | flv | m4v | mov | mp3 | mp4 |
mpeg | mpg | rm | rmvb | wma | wmv | ogg | ogv | oga |
webm | xap) $" maxSize =" 10" enabled =" true" />

Video Improvements
• Enable easy enterprise podcast scenarios
• Video support improvements
– Embedding to any content page
– Thumbnail generation
– Renditions also for videos
– External video support to store
– Multiple encodings for single video
• Video player as HTML 5 implementation
– Fallback to Silverlight

Content Publishing

Cross Site Collection Publishing
• Define content to be available cross site collections.
• Not just specific lists, also document and other content.
• Site Collection Feature Driven.
• Provides Catalog Settings at List/Lib Settings.
• Publishing Site Collection, Manage catalog connections.
• Works by indexing the Catalog enabled list/lib.
• Content must indexed before becomes available for connect.
• Content Aggregation
– Author content in multiple site collections.
– Catalog Enable List, Lib.
– Aggregate using Content by Search web part.
• Class PublishingCatalogUtility: To Publish List/Lib as catalog
• Class CatalogConnectionManager: To Connect and consume Published List/Lib

Preparation

Catalog Settings on List

Connect Catalog Enabled List

Connect Settings

Navigational Additional Settings

Connect Only

One Gotcha
• If you set for navigation use, this will in turn set the Site
Top and Left nav to the MMS Nav
• If you disconnect the list, the Nav Still is set to MMS Nav.

Product Catalog Site Template

Search

New Search Web Parts
• Content Search Web Part*
• Catalog-Item Reuse Web Part*
• Items Matching a Tag Web Part*
• Popular Items Web part*
• Recommended Items Web Part*
• Refinement Panel Web part
• Taxonomy Refinement Panel Web part
• Articles Web part
• Pictures, Videos, Web pages, Wiki Pages Web Parts

Content By Search Web Part
• Similar to Content by Query Web Part – but based on
indexed content
• Show content cross site collections
– Show content cross multiple site collections
• New presentation template model for easy content
presentation fine tuning
– Content rendered in client side
– Provides full control on rendering capabilities
using html templates
• Easy editors as web part editors for defining planned
query

Search Engine Optimization
Features SharePoint2010 SharePoint15
Clean URLs http://www.c.com/Pages/cars.aspx http://www.c.com/cars
Home Page Redirects HTTP 302 for http://www.c.com to redirect to
/pages/default.aspx
Home page served from address
www.c.com – no redirect for browser,
Instead HTTP 301 Status Code Moved
Permanently
Country code top-
level domains (CCTLD)
http://www.c.com/en-us/Pages/cars.aspx
http://www.c.com/es-mx/Pages/coches.aspx
http://www.c.com/cars
http://www.c.mx/coches
XML Sitemaps None Automatically generated and referenced
in robots.txt
SEO Properties
(e.g. Meta
Description)
<title> and <h1> must be identical Browser title
Meta description
Meta keywords
Webmaster Tools
integration
None Assists with ownership verification
Canonical URL
Filtering
None configurewhich URL parameters are
valid

Usage Analytics
• Built to scale from ground up
• Analytics changed to be search driven
• Based also on usage counts, click through and item
relationships
• Personalized search queries based on particular user and
usage analytics data
• “Recommended for you”
• Includes preconfigured Content By Search
Web Part – “Top Pages”

Information Architecture

Term Store Manager Changes in SharePoint 2013
• Metadata as enabler for different functionalities
– Navigation, term and search driven pages, etc.
• Cross site collection term access for private groups
• Pinning terms
• UI for custom property editing
• Indication of the term set usage for other SharePoint 2013 uses
• Additional Multilingual support (flexible LCID & automated translation
support)
• Block users from using keywords outside of specific term set
• Dataview editing support included
• Taxonomy API exposed via CSOM (and REST) for extensibility
purposes

Cross site collection access
• Possibility to link different site collections to
see others terms

Pinned Terms vs. Term reuse
• Pinned terms – Read only usage of the terms in
other places in term hierarchy

Multilingual Support Improvements
• SharePoint 2010: Languages only
available after
language packs have been installed
• SharePoint 2013: Possibility to use any
LCID as language identifier for
maximum
flexibility without limitations or
requirements of language packs
• Possibility to utilize translation
service for automated
term translations

Shared and local properties
• Additional properties can be defined for term sets and for
terms
• Terms can have specific local properties
– Not available for reused or pinned “copies”

Faceted Navigation and Refiners
• Drive your navigation and URLs based on Term Store
hierarchies
• Clean URLs for actual end users
– www.contoso.com/careers
– www.contoso.com/aboutus
• Define settings for navigation in terms store manager
• Provides also dynamic topic pages capability for
minimizing amount of physical pages for catalog type sites

Managed Navigation

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 rendering can be customized for each refiner
• Different data types have different rendering options

Performance Improvements

Key Features
• Disk based BLOB Cache
– Reduce Database Load
– Increase Browser performance
• Output Cache (Site Collection & Site Level)
– Rendered Output of a Page
• Object Cache (Site Collection Level)
– Lists and Lib, Site Settings, Page Layouts
– WFE RAM
• Anonymous Search Results Cache
• Bit Rate Throttling (IIS 7.0 Extension)

DOCUMENT MANAGEMENT
Key Features

Document Library Ribbon Bar

Office Web Apps 2013
• No longer a Service Application
• Separate Product—Download—Install—Configuration
• Can work across SP 2013,Exchange 2013, Lync 2013
• Cannot Install on SP 2013 Server.
• SPAutoInstallwill not install OWA
• Office Mobile Web Apps: Excel ,PowerPoint, Word
• http & https Support

• View-only. Default, Free.
• Edit and view. Purchase an editing license (EA Office 2013
VOL)

• Enables users to open Word files that contain revision
marks in Word Web App.
• Users can view, add, and reply to comments in Word Web
App and PowerPoint Web App.
• Co-authoring support is new in Word Web App and
PowerPoint Web App. It continues to be supported in
Excel Web App and OneNote Web App.

CO-AUTHORING

Co-Authoring in SharePoint
• Allow multiple collaborators to edit a single document at
the same time.
• Support document types: Word, PowerPoint, Excel,
OneNote, Visio. (All Office 2013)
• Although mixed Office 2007/2010/2013 versions are
supported. Some formatting may not be supported.
• Recommended for 2013 for better experience.

Co-authoring Experience
• “Requires Check out” should be set to no.
• Document is not checked out to kick in Co-Author
• Normal document edit, upon second user co-authoring
kicks-in.
• One Version maintained per user change. (Configurable)
• Office clients to show who joined the co-authoring session
for the document.
• Maximum Co-Authors Configurable

OFFLINE CONTENT ACCESS

Offline Content Access in SharePoint
Use Cases
• Document Collaborators
– Take Documents on Laptop
– Work Offline(Update, Create
New, check-in/out)
– Synchronize with Server
• Document Readers
– Connect to Libraries
– Carry Documents for reading
– Get latest documents
Tools
• Sync
• SkyDrive Pro
• Office Outlook

Simple one click Sync
• Document Library
• Bring content local
• Synchronize with server

SkyDrive Pro
• My Site Documents
• Share with Others
• List other Sync’ed
libraries also
synchronized.
• Allows for Co-Authoring

Document Set Improvements
• Support for OneNote notebooks
• Document set icon in search results
• Folders supported
– Also for default documents set for document set
• Support for easier aggregation
– CBS & CBQ web parts understands document sets
• Better developer support
– Client side and Server side API improvements
• Versioning improvements*
– Capture full document set as version
• Search directly in document set

ENTERPRISE CONTENT
MANAGEMENT
Key Features

Site-level Retention Policies
• Compliance levels
extended to sites
• Retention policy for
sites and Team
Mailbox associated
with site
• Project closure and
expiration policy

EDISCOVERY

eDiscovery Features
• The eDiscovery Center
– SharePoint Farms
– Exchange Server
– File Shares
• SharePoint and Exchange
In-Place Hold
• Export from SharePoint,
Exchange and File Shares
• Query-based preservation
• eDiscovery sets
• Cased Manager
• Enterprise-wide access
• In-Place Holds
• Analytics

eDiscovery Function
• Uses Search Service Applications
• Site Holds
• Create a Discovery Case
• Retaining content where it lives
• When items are edited or deleted, places a copy
Preservation Hold Library
• Most users without permissions do not see the library
• Copy on writer
• Keeps only the current checked-in or deleted version
• Programing Custom Solutions

eDiscovery Flow

eDiscovery Center Site

eDiscovery New Query Item

eDiscovery Set
• Data source
• Filter/query
• Legal hold for
Changed Data

eDiscovery Export

New Acronyms in SP 2013
• Cross Site Publishing (XSP)
• FAST Query Language (FQL)
• Keyword Query Language (KQL)
• RepresentationalState Transfer (REST)
• Open Data Protocol (Odata)
• Open Authorization(OAuth)
• Client Side Object Model (CSOM)
• MinimalDownloadStrategy (MDS )
• Web app Open Platform Interface protocol (WOPI)
• Web ApplicationsCompanion (WAC)
• Host Named Site Collections(HNSC)
• Access Control Service (ACS)
• Security Token Service (STS)
• Server to Server(S2S)
• Security Assertion Markup Language (SAML)

Q&A

Introduction to SharePoint 2013 WCM-DM-ECM for Business Users and Developers

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