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Putting the “Share” and “Point” back in

Putting the "Share" and "Point" back in SharePoint 2013

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Techknowledgey 2013

Neil Sly

[email protected]

@nrs

http://neilsly.com

• MCITP

– Enterprise Administrator

– SharePoint Administrator

• VCP

• ITIL

Quick Facts

About Us • 23nd Year

• Grand Rapids & Royal Oak

• 30 Staff

Approach • Vendor

Independent

• Non-reseller

• Professional Services Only

Partnerships

• Microsoft Gold

• VMware Enterprise

• Citrix Silver

• Cisco Premier

• Novell Gold

Microsoft Gold Partner

Competencies

• Four Gold

• Eight Silver

Successes

• Customer Excellence Award

• Virtual Technical Specialist (VTSP)

• Managed Partner

• Numerous Partner Awards

Pinpoint

• Microsoft’s official partner directory

• 5-star rating

Expertise

C/D/H Talks Tech C/D/H Tweets Tech

Get Social with C/D/H

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

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

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

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

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

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

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

Search

• New Search architecture

with one unified search

• Personalized search

results based on search

history

• Rich contextual previews

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

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

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

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

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

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

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

Service Applications and WAN environments

Service application Recommended for WAN

environments?

Search

Managed Metadata

Machine Translation

Service

Business Data

Connectivity

User Profile

Secure Store Service

Deploying Service Applications

Deploying service applications by using

the Initial Configuration Wizard

Deploying service applications

manually or by using Windows

PowerShell

Application

pool

All service applications are deployed to

the same application pool.

You can deploy service applications to

dedicated application pools, if desired.

Service

accounts

The same account is used for all

services. You can edit service accounts

later.

You can apply different service accounts

to service applications.

Databases

Database names are automatically

generated, including GUIDs that are

long and difficult to remember.

You can assign database names and

implement a naming convention.

Service

application

settings

Default settings are applied to service

applications. You can change these

later.

You can implement custom settings

when the service application is

deployed.

Hardware Requirements

Dependencies and Prerequisites

Web tier

Application tier

Database tier

Web & Application Servers | Single Server

Farms

Web servers with

query component

Application server with:

• Central Administration

• Search administration

component

• Crawl component

Database server with:

• Central Administration

configuration and content

databases

• Farm content database

• Search administration database

• Crawl database

• Property database

Load balanced or routed requests

Web & Application Servers | Single Server

Farms

• SharePoint 2010 vs. SharePoint 2013 Comparison:

Component SharePoint 2010 Minimum

Requirement

SharePoint 2013 Minimum

Requirement

Processor 64-bit, four cores 64-bit, four cores

RAM 4 GB for developer or evaluation use

8 GB for production use in a single

server or multiple server farm

4 GB for developer or evaluation use

8 GB for production use in a single

server or in a multiple server farm

Hard disk 80 GB for system drive

Maintain twice as much free space as you have

RAM for production environments.

80 GB for system drive

Maintain twice as much free space as you have

RAM for production environments.

Web tier

Application tier

Database tier

Database Servers

Web servers with

query component

Application server with:

• Central Administration

• Search administration

component

• Crawl component

Database server with:

• Central Administration

configuration and content

databases

• Farm content database

• Search administration database

• Crawl database

• Property database

Load balanced or routed requests

Database Servers – Minimum Hardware

Requirements

• SharePoint 2010 vs. SharePoint “15” Comparison:

Component SharePoint 2010 Minimum

Requirement

SharePoint 2013 Minimum Requirement

Processor 64-bit, four cores for small deployments

64-bit, eight cores for medium

Deployments

64-bit, 4 cores for small deployments

64-bit, 8 cores for medium deployments

RAM 8 GB for small deployments

16 GB for medium deployments

8 GB for small deployments

16 GB for medium deployments

Hard disk 80 GB for system drive

Hard disk space is dependent on the size

of your SharePoint content

80 GB for system drive

Hard disk space is dependent on the size of

your SharePoint content

Software Requirements

Dependencies and Prerequisites

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

Database Servers – Minimum Software

Requirements

• SharePoint 2010 vs. SharePoint “15” Comparison:

Component SharePoint 2010 Minimum Requirements SharePoint 2013 Minimum Requirements

SQL Server The 64-bit edition of Microsoft SQL Server

2005 with Service Pack 3 (SP3).

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

The 64-bit edition of Microsoft SQL

Server 2008 R2 Service Pack 1.

Windows

Server

The 64-bit edition of Windows Server 2008

with SP2

The 64-bit edition of Windows Server 2008

R2

The 64-bit edition of Windows Server

2008 R2 Service Pack 1 (SP1)

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

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

Web Server (IIS) role

Application Server role(s)

.NET 4 DGR Update KB

2468871

Information Protection &

Control Client (MSIPC)

Windows Identity Foundation

(WIF 1.0 and 1.1)

SQL Server 2008 R2 Native

Client

Sync Framework Runtime v1.0

(x64)

.Net Framework version 4.0 Open Data Library (ODataLib) Windows PowerShell 3.0

Preparation tool installs the following prerequisites:

Plan Browser Support

Compatibility and Support Considerations

Browser Support Matrix

Browser Supported in SharePoint

2013

Supported with

limitations

Not tested

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-

market)

X

Google Chrome (Latest version in-

market)

X

Safari (Latest version in-market) X

Setup Considerations

Installation & Setup

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

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

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

SharePoint 2013 Preparation Tool

SharePoint 2013 Preparation Tool

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

Installing SharePoint 2013

• Web Analytics replaced with

Analytics

– Search Analytics

– Usage Analytics

Web Analytics

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

Theme Gallery

• This is what the new theme gallery looks like, along with a

sample of an HTML 5 based theme:

Theme Selection and Configuration

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

Sharing – Limited Rights User

• Users click on Share link to request rights

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

Sharing – Admin View

• Admins see this when there are permission requests for the site:

Sharing – Processing Requests

Sharing – Granting Rights

• Selecting a request gives you request details and lets you

assign rights or decline, or ask for more info:

Sharing – Granting Rights

• And when you grant rights, it shows you what permission

levels are associated with groups:

Sharing – Limited Rights User

• Users can see the requests they’ve made as well as discussions

about requests:

Office Web Apps in SP2010 and other Wave 14

apps

animated

3rd party

apps

Office Web Apps in SharePoint 2013

animated

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

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

Office Web Apps

Farm

Simplified Flow with SharePoint and Office Web

Apps SharePoint Farm

3

1

2

animated

Office Web App Urls in SharePoint 2013

• URLs have been cleaned to be human friendly and understandable

Office Web Apps & UI options

• ”Full Screen” • Embedded with different capabilities like from web part or embedded in page

Productivity with office editions

Office 2013 Client

Office Web Apps 2013

Open a document

Modify a document

Author a document

Best-in-class

authoring

Office Web Apps Wave 2010

animated

Office Web Apps 2013 – Productivity

improvements

OneNote

• Ink

• Search

• Image paste

Word

• Print Layout

• Smart Art Rendering

• Line and Paragraph spacing

• Page setup

• Word count

Excel

• Print

• Sheet operations

• Auto-fit

PowerPoint

• Animations

• Shapes

• Inserting text

box

• Styles

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

Three easy steps for upgrade

Prepare

Upgrade Databases

Upgrade Sites

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

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

Upgrade Databases

Databases Not Supporting Database Attach

Upgrade

• Configuration database

• Search index databases

• Sync database

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

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

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

System Status Bar Notification Examples

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

Page Rendering Coexistence

SP

15 A

pp P

rocess S

pace

SP15

Config

Database

SP15

Content

Database

SPSite

SPWeb

SPSite

SPWeb

WSE/14/Templates WSE/15/Templates

/_layouts/ /_layouts/15

/

WSE/14/Templates/

Layouts WSE/15/Templates/

Layouts

Page Page

Code Code

14

Assembly

Redirect

Policy

15

Assembly

In-process request routing

14

Mode

Site

Page

15

Mode

Site

Page

Unsupported In 14 Mode

• All new SP15 specific features

• 2010 Web Analytics

• 2010 Office Web Applications (WAC)

• Project Web Access Sites (PWA Template)

Microsoft Certifications

Master

Expert

Associate

Microsoft Certified

Master (MCM)

Microsoft Certified

Information

Technology Pro

(MCITP)

Microsoft Certified

Technology Specialist

(MCTS)

Solution/cloud focus

Microsoft Certified

Solutions Master

(MCSM)

Microsoft Certified

Solutions Expert

(MCSE)

Microsoft Certified

Solutions Associate

(MCSA)

Legacy

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

Software Requirements

SharePoint 2013

Farm Servers

• 12 GB Ram

• 64bit – 4 cores CPU

• 80 GB

SQL Servers

• 64bit – 4 or 8 cores

• 8 – 16 GB Ram

SharePoint 2010

Farm Servers

• 8 GB Ram

• 64bit – 4 cores CPU

• 80 GB

SQL Servers

• 64 bit – 4 or 8 cores

• 8 – 16 GB ram

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Suite 212

Royal Oak, MI 48067

(248) 546-1800

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Suite 270

Grand Rapids, MI 49503

(616) 776-1600

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