Putting the "Share" and "Point" back in SharePoint 2013
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This document provides an overview of the new features and changes in SharePoint 2013, including: - Service applications have been improved and new ones are available, while Office Web Apps is now a separate product. - Social features like microblogging and activity feeds have been enhanced. Enterprise content management, web content management, business intelligence and mobile experiences have also been expanded. - The themes engine is now based on HTML5 instead of PowerPoint, allowing for richer customizable themes. Sharing functionality has been improved with easier permission requests and management.
Putting the "Share" and "Point" back in SharePoint 2013
- 1. Putting the “Share” and “Point” back in
- 3. Neil Sly neils@cdh.com @nrs http://neilsly.com • MCITP – Enterprise Administrator – SharePoint Administrator • VCP • ITIL
- 4. Quick Facts About Us Approach Partnerships • 23nd Year • Vendor • Microsoft Gold • Grand Rapids & Independent • VMware Royal Oak • Non-reseller Enterprise • 30 Staff • Professional • Citrix Silver Services Only • Cisco Premier • Novell Gold
- 5. Microsoft Gold Partner Competencies Successes Pinpoint • Four Gold • Customer • Microsoft’s official • Eight Silver Excellence Award partner directory • Virtual Technical • 5-star rating Specialist (VTSP) • Managed Partner • Numerous Partner Awards
- 6. Expertise
- 7. Get Social with C/D/H C/D/H Talks Tech C/D/H Tweets Tech
- 8. SharePoint 2013 Architecture • Generally the same as 2010 • Numerous platform level improvements and new capabilities – Shredded Storage – SQL Improvements – Cache Service – Request Management – Themes – Sharing
- 9. Service applications in SharePoint 2013 • New service applications available and improvements on existing ones • Office Web Apps is no longer a service application • Web Analytics is no longer service application, it’s part of search
- 10. Enterprise Content Management • Site-level retention policies – Compliance levels extended to sites – Policies include: • Retention policy for sites and Team Mailbox associated with site • Project closure and expiration policy • Discovery Center – Designed for managing discovery cases and holds – Establishes a portal through which you can access discovery cases to conduct searches, place content on hold, and export content
- 11. Enterprise Content Management • eDiscovery capablities – Support for searching and exporting content from file shares – Export discovered content from Exchange and SharePoint • Team folders – Seemless integration of Exchange and SharePoint to provide best of both world and end user flexibility
- 12. Web Content Management • Support the tools and workflows designers use • Variations & Content Translation • Search Engine Optimization • Cross Site Publishing • Video & Embedding • Image renditions • Clean Urls • Metadata navigation
- 13. Social • Microblogging – Share content, links, and media – Follow people, sites, content, and conversations • Activity Feeds – Provides a view into recent activity related to content, links, media, and people
- 14. Social • Communities – Community sites with self-service administration and moderation – Modern community features such as achievements and reputation • Discussions – Modern discussion boards • Blogs – Client application integration – Categories, comments, and moderation
- 15. Search • New Search architecture with one unified search • Personalized search results based on search history • Rich contextual previews
- 16. Business Intelligence • Excel BI – Instant analysis through In Memory BI Engine – Power View Add-in • Excel Services – Improved data exploration – Field List and Field Well Support – Calculated Measures and Members – Enhanced Timeline Controls
- 17. Business Intelligence • PerformancePoint Services – Filter enhancements and Filter search – Dashboard migration – Support for Analysis Services Effective User • Visio Services – Refresh data from external sources – BCS and Azure SQL – Supports comments on Visio Drawings – Maximum Cache Size service parameter • Health Analyzer Rules to report on Maximum Cache Size
- 18. Mobile • Classic and Contemporary views for mobile browsers • Automatic Mobile Browser Redirection • Target different designs based on user agent string • Office Mobile Web Apps – Excel – PowerPoint – Word • Push notifications
- 19. 2013 - Same services model as introduced in 2010 • Services can be individually consumed from any Web Application • Allows for a very rich (and complex) farm structure if required • Provide flexibility to utilize services based on application needs
- 20. Key changes in service applications in 2013 • General architecture identical as in SharePoint 2010 – Numerous new enhancements in platform level – New service applications to provide more enhanced functionalities • Office Web Apps is no longer a service application – Seperated to own product • Web Analytics is no longer service application – Analyses and reporting process incorporated to search service application
- 21. Service Databases • Service Applications with their own DBs: – App Management Service – Business Data Connectivity – Managed Metadata Service – Search – Secure Store Service – SharePoint Translation Services – State Service – Usage and Health Data Collection – User Profile – Word Automation Service – Access Services App databases
- 22. Cross farm services in SharePoint 2013 • Remote farms don’t need perms to parent farm DBs* • Any farm can publish SAs • One web application can use both local and remote SAs • Enables centralized “enterprise” SAs • Support only in specific service applications – Business Data Connectivity – Managed Metadata Service – Search – Secure Store Service – SharePoint Translation Services – User Profile
- 23. Service Applications and WAN environments Recommended for WAN Service application environments? Search Managed Metadata Machine Translation Service Business Data Connectivity User Profile
- 24. Deploying Service Applications Deploying service applications Deploying service applications by using manually or by using Windows the Initial Configuration Wizard PowerShell Application All service applications are deployed to You can deploy service applications to pool the same application pool. dedicated application pools, if desired. The same account is used for all Service You can apply different service accounts services. You can edit service accounts accounts to service applications. later. Database names are automatically You can assign database names and Databases generated, including GUIDs that are implement a naming convention. long and difficult to remember. Service Default settings are applied to service You can implement custom settings application applications. You can change these when the service application is settings later. deployed.
- 25. Hardware Requirements Dependencies and Prerequisites
- 26. Web & Application Servers | Single Server Farms Load balanced or routed requests Web tier Web servers with query component Application server with: Application tier • Central Administration • Search administration component • Crawl component Database server with: Database tier • Central Administration configuration and content databases • Farm content database • Search administration database • Crawl database • Property database
- 27. Web & Application Servers | Single Server Farms • SharePoint 2010 vs. SharePoint 2013 Comparison: Component SharePoint 2010 Minimum SharePoint 2013 Minimum Requirement Requirement Processor 64-bit, four cores 64-bit, four cores RAM 4 GB for developer or evaluation use 4 GB for developer or evaluation use 8 GB for production use in a single 8 GB for production use in a single server or multiple server farm server or in a multiple server farm Hard disk 80 GB for system drive 80 GB for system drive Maintain twice as much free space as you have Maintain twice as much free space as you have RAM for production environments. RAM for production environments.
- 28. Database Servers Load balanced or routed requests Web tier Web servers with query component Application server with: Application tier • Central Administration • Search administration component • Crawl component Database server with: Database tier • Central Administration configuration and content databases • Farm content database • Search administration database • Crawl database • Property database
- 29. Database Servers – Minimum Hardware Requirements Component• SharePoint 2010 vs. SharePoint “15” Comparison: SharePoint 2010 Minimum SharePoint 2013 Minimum Requirement Requirement Processor 64-bit, four cores for small deployments 64-bit, 4 cores for small deployments 64-bit, eight cores for medium 64-bit, 8 cores for medium deployments Deployments RAM 8 GB for small deployments 8 GB for small deployments 16 GB for medium deployments 16 GB for medium deployments Hard disk 80 GB for system drive 80 GB for system drive Hard disk space is dependent on the size Hard disk space is dependent on the size of of your SharePoint content your SharePoint content
- 30. Software Requirements Dependencies and Prerequisites
- 31. Database Servers Minimum Software Requirements • 64-bit edition of Microsoft SQL Server 2008 R2 Service Pack 1 • 64-bit edition of Windows Server 2008 R2 Service Pack 1 (SP1) Standard, Enterprise, Data Center, or Web Server
- 32. Database Servers – Minimum Software Requirements Component• SharePoint 2010 Minimum Requirements SharePointComparison: SharePoint 2010 vs. SharePoint “15” 2013 Minimum Requirements SQL Server The 64-bit edition of Microsoft SQL Server The 64-bit edition of Microsoft SQL 2005 with Service Pack 3 (SP3). Server 2008 R2 Service Pack 1. The 64-bit edition of Microsoft SQL Server 2008 with Service Pack 1 (SP1) and Cumulative Update 2 The 64-bit edition of Microsoft SQL Server 2008 R2 Windows The 64-bit edition of Windows Server 2008 The 64-bit edition of Windows Server Server with SP2 2008 R2 Service Pack 1 (SP1) The 64-bit edition of Windows Server 2008 R2
- 33. Database Servers – Optional Software • 64-bit edition of Microsoft SQL Server 2012 SP1 • SQL Server 2012 RTM Manageability Tool Kit – SQL Server 2012 RTM Native Client 64-bit – SQL Server 2012 RTM SQL ScriptDom 64-bit – System CLR Types for SQL Server 2012 RTM – SQL Server 2012 RTM Transact-SQL 64-bit – SQL Server 2012 RTM Data-Tier Application Framework 64-bit
- 34. Web & Application Servers Minimum Software Requirements • 64-bit edition of Windows Server 2008 R2 Service Pack 1 (SP1) Standard, Enterprise, Data Center, or Web Server Preparation tool installs the following prerequisites: Web Server (IIS) role .NET 4 DGR Update KB Information Protection & Application Server role(s) 2468871 Control Client (MSIPC) Windows Identity Foundation SQL Server 2008 R2 Native Sync Framework Runtime v1.0 (WIF 1.0 and 1.1) Client (x64) .Net Framework version 4.0 Open Data Library (ODataLib) Windows PowerShell 3.0
- 35. Plan Browser Support Compatibility and Support Considerations
- 36. Browser Support Matrix Browser Supported in SharePoint Supported with Not tested 2013 limitations Internet Explorer 9 (32-bit) X Internet Explorer 8 (32-bit) X Internet Explorer 9 (64-bit) X Internet Explorer 8 (64-bit) X Internet Explorer 7 (both) X Mozilla Firefox (Latest version in- X market) Google Chrome (Latest version in- X market) Safari (Latest version in-market) X
- 37. Setup Considerations Installation & Setup
- 38. Install The Bits – Follow the Basic Steps 1. Plan and Prepare; Verify hardware and software requirements 2. Install the required software updates on all farm servers 3. Install the SharePoint 2013 prerequisites on servers in the application and Web tiers 4. Install SharePoint 2013 on the application server and the Web servers 5. Create and configure the SharePoint farm 6. Provision service applications as needed 7. Complete post-deployment tasks as required
- 39. Prepare the Servers • SharePoint Preparation Tool – Checks for presence of prerequisites – Installs and configures required packages – Requires internet connection to pull down missing prerequisites – Can be run w/o internet connection to check for missing prerequisites • Public Updates and Hotfix Packages – Update WFE & App servers as appropriate – Ensure SQL Updates installed – Ensure all SharePoint servers are at the same patch level
- 40. Running the Preparation Tool • Run on Web and Application servers • Ensure you are logged on as local admin • If running from bits on a file system, locate and run prerequisiteinstaller.exe from the SharePoint 2013 bits folder • Otherwise, if you install from bootable image click Install software prerequisites • Click Next • May require server reboot – however preparation tool will continue to run after restart • Click Finish on the Installation Complete page
- 41. SharePoint 2013 Preparation Tool
- 42. SharePoint 2013 Preparation Tool
- 43. Installing SharePoint 2013 1. Login as local administrator 2. Installation steps similar to SharePoint 2010 3. Install on all SharePoint WFE & Application servers 4. Run Configuration Wizard when setup is finished on all servers 5. Configure diagnostic logging/usage health data/etc. 6. Create Web apps, site collections/sites, as planned
- 45. Web Analytics • Web Analytics replaced with Analytics – Search Analytics – Usage Analytics
- 46. Themes • The themes engine has been completely reworked • Everything is now based on HTML instead of proprietary format – including support for HTML5 – PowerPoint is no longer used to create custom themes • You get much richer themes and common building blocks for customizing them – A background image, palette and fonts with live preview • You can “try it out” to see how it looks
- 47. Theme Gallery • This is what the new theme gallery looks like, along with a sample of an HTML 5 based theme:
- 48. Theme Selection and Configuration
- 49. Sharing • Users can share a site from the Site Actions menu • Users request access via the access denied page, like before • If a user has the Grant Permissions right, they can share themselves • Otherwise the requests must be handled by an admin • NOTE: You MUST have configured the outgoing SMTP server for a web application or the “Share this site” menu option will not appear for anyone but site collection admins
- 50. Sharing – Limited Rights User • Users click on Share link to request rights
- 51. Sharing Process • The admin sees the list of all the pending requests in the Access Requests and Invitations page – A link also shows up on Site Permissions when request are pending • You can accept or decline a request, or add comments to request additional details • Users can view all of their own pending requests from the Site Permissions page • They can also see and respond to admin comments
- 52. Sharing – Admin View • Admins see this when there are permission requests for the site:
- 53. Sharing – Processing Requests
- 54. Sharing – Granting Rights • Selecting a request gives you request details and lets you assign rights or decline, or ask for more info:
- 55. Sharing – Granting Rights • And when you grant rights, it shows you what permission levels are associated with groups:
- 56. Sharing – Limited Rights User • Users can see the requests they’ve made as well as discussions about requests:
- 57. Office Web Apps in SP2010 and other Wave 14 apps animated
- 58. Office Web Apps in SharePoint 2013 3rd party apps animated
- 59. Why to dedicated Office Web Apps functionality? • Not all documents are in SharePoint • Large customers had numerous farms to manage in 2010 time frame • Easier upgrade and maintenance for Office Web Apps functionality • Easier consuming of Office Web Apps functionalities without complex SharePoint federation • Easier to setup also without SharePoint – if only used for example with Exchange
- 60. Terminology • WOPI - Web application Open Platform Interface - Direct file operations interface between a WOPI app and a WOPI host • The Office Web Apps Server world neatly divides into two parts: – WOPI Apps or WOPI Clients such as Office Web Apps Server – WOPI Hosts or WOPI Servers such as SharePoint
- 61. Simplified Flow with SharePoint and Office Web Apps SharePoint Farm 1 Office Web Apps 3 2 Farm animated
- 62. Office Web App Urls in SharePoint 2013 • URLs have been cleaned to be human friendly and understandable
- 63. Office Web Apps & UI options • ”Full Screen” • Embedded with different capabilities like from web part or embedded in page
- 64. Productivity with office editions Office 2013 Client Office Web Apps 2013 Office Web Apps Wave 2010 Best-in- Open a Modify a Author a class document document document authoring animated
- 65. Office Web Apps 2013 – Productivity improvements OneNote Word Excel PowerPoint • Ink • Print Layout • Print • Animations • Search • Smart Art • Sheet operations • Shapes • Image paste Rendering • Auto-fit • Inserting text • Line and Paragraph box spacing • Styles • Page setup • Word count
- 66. New, edit, view capabilities in 2013 • Office Web Apps in 2013 can be also used as source for creation of the documents – not only for viewing or edits • Creation and editing of documents require licenses for end users • Updated licensing policy for better usage scenarios without Office client installation requirements
- 67. Three easy steps for upgrade Prepare Upgrade Databases Upgrade Sites
- 68. Server Prerequisites • 2010 or earlier SharePoint products must not be installed • To use existing 2010 SharePoint Farm hardware: – Backup your farm using SharePoint backup tool • Ensure your backup of farm and databases – Ensure SharePoint 2010 or earlier is not installed • Either uninstall old products – This includes dependent products like Project Server and language packs • Or pave the operating system
- 69. Client Minimum Software Requirements • Office 2010 or Office 2013 – For full offline and integrated experience – SharePoint Designer 2010 only works for 14 mode sites – SharePoint Designer 15 works for both 14 and 15 mode sites – SharePoint Workspace 2010 and 15 work for both 14 and 15 mode sites • Web Browser – Internet Explorer 7 or higher
- 71. Databases Not Supporting Database Attach Upgrade • Configuration database • Search index databases • Sync database
- 72. Deferred Site Collection Upgrade • Allows existing 2010 site collections to work unchanged in SP15 • Replaces Visual Upgrade • Requires deep backwards compatibility • Default state for all site collections in upgraded databases
- 73. Site Collection Health Checks • Rule based health checks • Looks for common known issues: • Site collection level scoped tool • Runs automatically before Site Collection version to version upgrade
- 74. Upgrade Evaluation Site Collections • Allows upgraded preview of existing site in 15 mode • Makes side by side copy of existing site collection • Sends email notification when copy and upgrade is completed
- 75. System Status Bar Notification Examples
- 76. Getting In The Mode • All existing site collections are in 14 mode • New site collections can be created in 14 or 15 mode • Existing 14 mode site collections can be upgraded to 15 mode
- 77. Page Rendering Coexistence 14 15 Mode Mode Site Site Page Page In-process request routing /_layouts/15 /_layouts/ Page Page / Code Code WSE/14/Templates/ WSE/15/Templates/ Layouts 14 Layouts Assembly 15 Redirect Assembly SP15 App Process Space Policy WSE/14/Templates SP15 WSE/15/Templates Config Database SPSite SPSite SP15 SPWeb Content SPWeb Database
- 78. Unsupported In 14 Mode • All new SP15 specific features • 2010 Web Analytics • 2010 Office Web Applications (WAC) • Project Web Access Sites (PWA Template)
- 79. Microsoft Certifications Legacy Solution/cloud focus Microsoft Certified Microsoft Certified Solutions Master Master (MCM) Master (MCSM) Microsoft Certified Microsoft Certified Information Solutions Expert Technology Pro (MCSE) Expert (MCITP) Microsoft Certified Microsoft Certified Technology Specialist Solutions Associate (MCTS) (MCSA) Associate
- 80. SharePoint 2013 Certifications 70-410 Installing & Configuring Windows Server 2012 70-411 Administering Window Server 2012 70-412 Configuring Advanced Windows 2012 Services 70-331 Core Solutions of Microsoft SharePoint Server 2013 70-332 Advanced Solutions of Microsoft SharePoint Server 2013
- 81. Software Requirements SharePoint 2013 SharePoint 2010 Farm Servers Farm Servers • 12 GB Ram • 8 GB Ram • 64bit – 4 cores CPU • 64bit – 4 cores CPU • 80 GB • 80 GB SQL Servers SQL Servers • 64bit – 4 or 8 cores • 64 bit – 4 or 8 cores • 8 – 16 GB Ram • 8 – 16 GB ram
- 82. Thank You Royal Oak Grand Rapids 306 S. Washington Ave. 15 Ionia SW Suite 212 Suite 270 Royal Oak, MI 48067 Grand Rapids, MI 49503 (248) 546-1800 (616) 776-1600 www.cdh.com