You are previewing Essential SharePoint 2013, Second Edition.
O'Reilly logo
Essential SharePoint 2013, Second Edition

Book 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

    1. About This eBook
    2. Title Page
    3. Copyright Page
    4. Dedication Page
    5. Contents
    6. Foreword by Jeff Teper
    7. Foreword by Jared Spataro
    8. Acknowledgments
    9. About the Authors
    10. Chapter 1. Your Reading Journey
      1. What Is This Book About?
      2. Reader’s Guide
      3. What You Will Learn from This Book
      4. Who Should Read This Book
      5. How This Book Is Organized
      6. What’s New in SharePoint 2013?
      7. Key Points
      8. Thank You
    11. Part I: Planning
      1. Chapter 2. Planning Your Solution Strategy
        1. SharePoint: What Is It?
        2. Is It an Application, a Platform, or a Framework?
        3. What’s New in SharePoint 2013?
        4. SharePoint Strategy Roadmap
        5. Key Points
      2. Chapter 3. Introducing the SharePoint 2013 Platform
        1. Microsoft’s Collaboration Evolution
        2. Current Versions of SharePoint Products and Technologies
        3. Microsoft SharePoint Server 2013 and Office 2013
        4. What’s New in SharePoint 2013?
        5. Comparing SharePoint Versions
        6. SharePoint: The File Share Killer?
        7. SharePoint: The Access and Excel Killer?
        8. Key Points
      3. Chapter 4. Planning for Business Governance
        1. What’s New in SharePoint 2013?
        2. Why Is Governance Planning Important?
        3. When Should You Start Thinking about Governance?
        4. What Is in a Governance Plan?
        5. How Do You Create the Governance Plan?
        6. Key Points
      4. Chapter 5. Planning for Operational Governance
        1. What’s New in SharePoint 2013?
        2. Planning for Operational Governance
        3. Maintaining Operational Governance
        4. Planning for Application Governance
        5. Maintaining Application Governance
        6. Key Points
      5. Chapter 6. Planning Your Information Architecture
        1. Why Is Information Architecture Important?
        2. Understanding the Role of the Information Architect
        3. What’s New in SharePoint 2013?
        4. Planning Your Information Architecture Strategy—Site Collections and Sub-sites
        5. Planning Your Information Architecture Strategy—Gathering the Right Information
        6. Creating an Effective Site Architecture
        7. Page Architecture
        8. Understanding Metadata Architecture
        9. Maintaining Your Information Architecture
        10. Key Points
      6. Chapter 7. Planning Your Adoption Strategy
        1. What’s New in SharePoint 2013?
        2. Why Is Adoption of New Solutions So Hard?
        3. Design a Solution That Delights
        4. Plan Your Deployment to Optimize Adoption Success
        5. Plan Effective Training
        6. Carefully Consider Incentives and Rewards
        7. Design and Implement Persistent Communications
        8. Key Points
      7. Chapter 8. Developing a Value Measurement Strategy
        1. What’s New in SharePoint 2013?
        2. Why Measure?
        3. Measurement Process Overview
        4. Question 1: What Are the Business Objectives?
        5. Question 2: How Should the Solution Be Designed to Meet the Objectives?
        6. Question 3: Who Are the Metrics Stakeholders?
        7. Question 4: What Are the Metrics and How Should We Present Them?
        8. Question 5: How Can We Collect the Metrics?
        9. Question 6: What Do the Metrics Tell Us about How We Need to Change?
        10. Key Points
      8. Chapter 9. Understanding Architecture Fundamentals
        1. What’s New In SharePoint 2013?
        2. A Functional Overview
        3. Sites, Site Collections, Site Templates, and Service Applications
        4. Understanding SharePoint Administration
        5. Deployment Options
        6. Key Points
      9. Chapter 10. Planning Your Upgrade
        1. What’s New in SharePoint 2013?
        2. Planning for Upgrade or Migration
        3. Understanding Upgrade and Migration Options
        4. Key Points
      10. Chapter 11. Taking SharePoint to the Cloud
        1. What’s New in SharePoint 2013?
        2. Cloud Computing Concepts
        3. Office 365 Overview
        4. SharePoint Online Functionality
        5. Comparing SharePoint Online with SharePoint Server 2013
        6. Planning for SharePoint Online
        7. Other Online Options
        8. Key Points
      11. Chapter 12. Planning Security
        1. What’s New In SharePoint 2013?
        2. Planning How Users Will Access SharePoint
        3. Planning How You Will Share
        4. Planning How You Will Secure SharePoint Sites
        5. Defining and Documenting Your SharePoint Security Plan
        6. Maintaining Your Security Model
        7. Key Points
    12. Part II: Optimizing
      1. Chapter 13. Managing Enterprise Content
        1. Getting Started with ECM
        2. What’s New in SharePoint 2013?
        3. Back to Basics: Document Management in SharePoint 2013
        4. Records Management
        5. Key Points
      2. Chapter 14. Managing Web Content
        1. Why SharePoint for Internet-Facing Web Sites?
        2. What’s New in SharePoint 2013?
        3. Web Content Management: The Basics
        4. Branding a SharePoint Site
        5. The Content Editor Experience
        6. Managed Navigation
        7. Planning for Web Content Management
        8. Putting It All Together: A WCM Strategy
        9. Key Points
      3. Chapter 15. Planning for Social Computing
        1. What’s New in SharePoint 2013?
        2. Getting Started: Planning and Governing Your Social Strategy
        3. Using Social Features to Engage Others and Get Work Done
        4. Providing a Structure for Collaborating
        5. Understanding the Architecture for SharePoint Social
        6. Preparing for Yammer Integration
        7. Key Points
      4. Chapter 16. Planning Enterprise Search
        1. What’s New in SharePoint 2013?
        2. Planning for Search
        3. Understanding Search from a User Perspective
        4. SharePoint 2013 Search Administration
        5. Search-Driven Applications
        6. Key Points
      5. Chapter 17. Planning Business Solutions
        1. What’s New in SharePoint 2013?
        2. What Is a Composite Application?
        3. Using Business Connectivity Services
        4. Understanding BCS Components
        5. Types of BCS Solutions
        6. Planning for BCS Solutions
        7. Understanding Business Processes
        8. Understanding Workflow Terminology
        9. Using the Standard Workflows
        10. Creating Custom Workflows with SharePoint Designer 2013
        11. Designing Workflows with Visio 2013
        12. Creating Electronic Forms
        13. Introducing InfoPath 2013
        14. Key Points
      6. Chapter 18. Planning for Business Intelligence
        1. What’s New in SharePoint 2013?
        2. Planning for Business Intelligence
        3. Which Presentation Tool Is Right for You?
        4. Excel and Excel Services
        5. PerformancePoint Services
        6. Visio Services
        7. Putting It All Together
        8. Key Points
      7. Chapter 19. Planning for Mobility
        1. What’s New in SharePoint 2013?
        2. Planning for Mobile
        3. Mobile Usage Scenarios
        4. The SharePoint Phone and Tablet Experience
        5. SharePoint Newsfeed Mobile Applications
        6. SkyDrive Pro Mobile Applications
        7. Office Mobile and Web Apps
        8. Third-Party Mobile Applications
        9. Key Points
      8. Chapter 20. Integrating Office Applications
        1. What’s New in Office 2013?
        2. Office Client Applications That Connect with SharePoint 2013
        3. SkyDrive Pro—Taking SharePoint Documents Offline
        4. Documents and Data Caching
        5. Backstage
        6. Other Clients: Office Web Apps and Office Mobile Applications
        7. Key Points
    13. Appendix. Content You Can Reuse
      1. Content for Your Governance and Training Plans
      2. New or Different User Tasks in SharePoint 2013
      3. New or Different Site Owner Tasks in SharePoint 2013
    14. Index