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

Introduction to SharePoint 2013 WCM-DM-ECM

Rajesh AgadiPrincipal Consultant

For Business Users and Developers

Silicon Valley SharePoint Users Group5/16/2013

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/Technical Architecture 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/

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


Preview


Preview


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

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


Preview



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 SharePoint 2010 SharePoint 15

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.aspxhttp://www.c.com/es-mx/Pages/coches.aspx

http://www.c.com/carshttp://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 titleMeta descriptionMeta keywords

Webmaster Tools integration

None Assists with ownership verification

Canonical URL Filtering

None configure which URL parameters are valid

http://www.c.com/Pages/cars.aspx

http://www.c.com/cars

http://www.c.com/

http://www.c.com/

http://www.c.com/en-us/Pages/cars.aspx

http://www.c.com/en-us/Pages/cars.aspx

http://www.c.com/cars

http://www.c.mx/coches


Preview


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”


Preview



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


Preview


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


Preview



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.

• SPAutoInstall will 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)

• Representational State Transfer (REST)

• Open Data Protocol (Odata)

• Open Authorization (OAuth)

• Client Side Object Model (CSOM)

• Minimal Download Strategy (MDS )

• Web app Open Platform Interface protocol (WOPI)

• Web Applications Companion (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

Technology

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