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Essential SharePoint® 2013: Practical Guidance for Meaningful Business Results, 3rd Edition

By Scott Jamison, Susan Hanley, Chris Bortlik

Published by Addison-Wesley Professional

Published Date: Aug 16, 2013

Description

 

 

The Only Book That’s 100% Focused on Maximizing the Business Value of SharePoint 2013


Essential SharePoint® 2013 approaches Microsoft SharePoint 2013 from a strict business value perspective, helping you plan and implement solutions that achieve effective business results.


Leading SharePoint experts draw on their unsurpassed experience to provide business-focused guidance on strategy, governance, planning, deployment, and more. You’ll find in-depth insights for success with collaboration, knowledge and content management, governance, and user adoption.

The authors help you choose features, organize information, define security models, and launch your solution. They present best practices for search, workflow, business intelligence, and integrating information from Office 2013 and beyond. Each chapter includes a section introducing new SharePoint 2013 capabilities, from improved site branding to native iPhone mobile apps.


Throughout, the authors identify success factors, intangibles, and “gotchas,” helping you reduce risk and time-to-value. Learn how to

• Ask the right questions to craft a plan that maximizes business value

• Efficiently deploy either “green field” solutions or upgrades

• Integrate web, Office, and mobile devices into a comprehensive collaboration solution

• Plan effective governance of content, operations, and applications

• Deliver enterprise content management, integrating documents, data, web content, and rich media

• Use search to help find the right knowledge and people

• Measure and optimize user adoption to increase ROI

• Evaluate the cloud-based SharePoint Online option

• Use social tools to promote deeper user interaction

• Collaborate and communicate with customers, partners, and suppliers

• Quickly create agile solutions with mashups and composites


Whether you’re a business leader, IT manager, architect, analyst, developer, or consultant, this book will help you tightly align SharePoint projects with business strategy to deliver outstanding results.

 

Table of Contents

Foreword by Jeff Teper xxi

Foreword by Jared Spataro xxiii

Acknowledgments xxv

About the Authors xxvii

 

Chapter 1: Your Reading Journey 1

What Is This Book About? 2

Reader’s Guide 2

What You Will Learn from This Book 4

Who Should Read This Book 5

How This Book Is Organized 5

What’s New in SharePoint 2013? 6

Key Points 7

Thank You 7

 

Part I: Planning 9

 

Chapter 2: Planning Your Solution Strategy 11

SharePoint: What Is It? 12

Is It an Application, a Platform, or a Framework? 14

What’s New in SharePoint 2013? 15

SharePoint Strategy Roadmap 18

Which Capabilities Are Relevant? 25

Key Points 29

 

Chapter 3: Introducing the SharePoint 2013 Platform 31

Microsoft’s Collaboration Evolution 33

Current Versions of SharePoint Products and Technologies 36

Microsoft SharePoint Server 2013 and Office 2013 38

What’s New in SharePoint 2013? 42

Comparing SharePoint Versions 43

SharePoint: The File Share Killer? 50

SharePoint: The Access and Excel Killer? 51

Key Points 58

 

Chapter 4: Planning for Business Governance 61

What’s New in SharePoint 2013? 65

Why Is Governance Planning Important? 67

When Should You Start Thinking about Governance? 68

What Is in a Governance Plan? 69

Key Points 100

 

Chapter 5: Planning for Operational Governance 103

What’s New in SharePoint 2013? 104

Planning for Operational Governance 105

Maintaining Operational Governance 109

Planning for Application Governance 110

Maintaining Application Governance 114

Establish Development and Test Environments 116

Key Points 116

 

Chapter 6: Planning Your Information Architecture 119

Why Is Information Architecture Important? 122

Understanding the Role of the Information Architect 122

What’s New in SharePoint 2013? 124

Planning Your Information Architecture Strategy—Site Collections and Sub-sites 128

Planning Your Information Architecture Strategy—Gathering the Right Information 131

Creating an Effective Site Architecture 134

Page Architecture 145

Understanding Metadata Architecture 154

Maintaining Your Information Architecture 182

Key Points 184

 

Chapter 7: Planning Your Adoption Strategy 187

What’s New in SharePoint 2013? 188

Why Is Adoption of New Solutions So Hard? 192

Design a Solution That Delights 194

Plan Your Deployment to Optimize Adoption Success 201

Plan Effective Training 208

Carefully Consider Incentives and Rewards 218

Design and Implement Persistent Communications 221

Key Points 225

 

Chapter 8: Developing a Value Measurement Strategy 227

What’s New in SharePoint 2013? 229

Why Measure? 231

Measurement Process Overview 232

Question 1: What Are the Business Objectives? 233

Question 2: How Should the Solution Be Designed to Meet the Objectives? 235

Question 3: Who Are the Metrics Stakeholders? 236

Question 4: What Are the Metrics and How Should We Present Them? 238

Question 5: How Can We Collect the Metrics? 254

Question 6: What Do the Metrics Tell Us about How We Need to Change? 256

Key Points 257

 

Chapter 9: Understanding Architecture Fundamentals 259

What’s New In SharePoint 2013? 259

A Functional Overview 260

Sites, Site Collections, Site Templates, and Service Applications 264

Understanding SharePoint Administration 272

Deployment Options 277

Key Points 283

 

Chapter 10: Planning Your Upgrade 285

What’s New in SharePoint 2013? 286

Planning for Upgrade or Migration 289

Understanding Upgrade and Migration Options 303

Key Points 309

 

Chapter 11: Taking SharePoint to the Cloud 311

What’s New in SharePoint 2013? 312

Cloud Computing Concepts 313

Office 365 Overview 315

SharePoint Online Functionality 322

Comparing SharePoint Online with SharePoint Server 2013 326

Planning for SharePoint Online 334

Key Points 338

 

Chapter 12: Planning Security 341

What’s New In SharePoint 2013? 343

Planning How Users Will Access SharePoint 348

Planning How You Will Share 349

Planning How You Will Secure SharePoint Sites 357

Defining and Documenting Your SharePoint Security Plan 379

Maintaining Your Security Model 389

Key Points 398

 

Part II: Optimizing 401

 

Chapter 13: Managing Enterprise Content 403

Getting Started with ECM 404

What’s New in SharePoint 2013? 405

Back to Basics: Document Management in SharePoint 2013 410

Records Management 429

Key Points 435

 

Chapter 14: Managing Web Content 437

Why SharePoint for Internet-Facing Web Sites? 437

What’s New in SharePoint 2013? 438

Web Content Management: The Basics 446

Branding a SharePoint Site 452

The Content Editor Experience 463

Managed Navigation 466

Planning for Web Content Management 467

Putting It All Together: A WCM Strategy 469

Key Points 470

 

Chapter 15: Planning for Social Computing 471

What’s New in SharePoint 2013? 472

Getting Started: Planning and Governing Your Social Strategy 479

Using Social Features to Engage Others and Get Work Done 506

Providing a Structure for Collaborating 516

Understanding the Architecture for SharePoint Social 529

Preparing for Yammer Integration 530

Key Points 532

 

Chapter 16: Planning Enterprise Search 535

What’s New in SharePoint 2013? 535

Planning for Search 536

Understanding Search from a User Perspective 543

Search-Driven Applications 564

Key Points 565

 

Chapter 17: Planning Business Solutions 567

What’s New in SharePoint 2013? 568

What Is a Composite Application? 570

Using Business Connectivity Services 570

Understanding BCS Components 572

Types of BCS Solutions 573

Planning for BCS Solutions 576

Understanding Business Processes 579

Understanding Workflow Terminology 582

Using the Standard Workflows 584

Creating Custom Workflows with SharePoint Designer 2013 586

Designing Workflows with Visio 2013 592

Creating Electronic Forms 596

Introducing InfoPath 2013 597

Key Points 598

 

Chapter 18: Planning for Business Intelligence 601

What’s New in SharePoint 2013? 602

Planning for Business Intelligence 603

Which Presentation Tool Is Right for You? 611

Excel and Excel Services 611

PerformancePoint Services 618

Visio Services 620

Putting It All Together 621

Key Points 623

 

Chapter 19: Planning for Mobility 625

What’s New in SharePoint 2013? 625

Planning for Mobile 626

Mobile Usage Scenarios 630

The SharePoint Phone and Tablet Experience 631

SharePoint Newsfeed Mobile Applications 633

SkyDrive Pro Mobile Applications 636

Office Mobile and Web Apps 636

Third-Party Mobile Applications 640

Key Points 641

 

Chapter 20 Integrating Office Applications 643

What’s New in Office 2013? 644

Office Client Applications That Connect with SharePoint 2013 652

SkyDrive Pro—Taking SharePoint Documents Offline 654

Documents and Data Caching 660

Backstage 670

Other Clients: Office Web Apps and Office Mobile Applications 672

Key Points 674

 

Appendix: Content You Can Reuse 677

Content for Your Governance and Training Plans 678

New or Different User Tasks in SharePoint 2013 690

New or Different Site Owner Tasks in SharePoint 2013 704

 

Index 713

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ISBN-10: 0-13-312071-6

ISBN-13: 978-0-13-312071-4

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