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SharePoint® 2013 Field Guide: Advice from the Consulting Trenches

Book Description

Covers SharePoint 2013, Office 365’s SharePoint Online, and Other Office 365 Components

In SharePoint 2013 Field Guide, top consultant Errin O’Connor and the team from EPC Group bring together best practices and proven strategies drawn from hundreds of successful SharePoint and Office 365 engagements. Reflecting this unsurpassed experience, they guide you through deployments of every type, including the latest considerations around private, public, and hybrid cloud implementations, from ECM to business intelligence (BI), as well as custom development and identity management.

O’Connor reveals how world-class consultants approach, plan, implement, and deploy SharePoint 2013 and Office 365’s SharePoint Online to maximize both short- and long-term value. He covers every phase and element of the process, including initial “whiteboarding”; consideration around the existing infrastructure; IT roadmaps and the information architecture (IA); and planning for security and compliance in the new IT landscape of the hybrid cloud.

SharePoint 2013 Field Guide will be invaluable for implementation team members ranging from solution architects to support professionals, CIOs to end-users. It’s like having a team of senior-level SharePoint and Office 365 hybrid architectureconsultants by your side, helping you optimize your success from start to finish!

Detailed Information on How to…

  • Develop a 24-36 month roadmap reflecting initial requirements, longterm strategies, and key unknowns for organizations from 100 users to 100,000 users

  • Establish governance that reduces risk and increases value, covering the system as well as information architecture components, security, compliance, OneDrive, SharePoint 2013, Office 365, SharePoint Online, Microsoft Azure, Amazon Web Services, and identity management

  • Address unique considerations of large, global, and/or multilingual enterprises

  • Plan for the hybrid cloud (private, public, hybrid, SaaS, PaaS, IaaS)

  • Integrate SharePoint with external data sources: from Oracle and SQL Server to HR, ERP, or document management for business intelligence initiatives

  • Optimize performance across multiple data centers or locations including US and EU compliance and regulatory considerations (PHI, PII, HIPAA, Safe Harbor, etc.)

  • Plan for disaster recovery, business continuity, data replication, and archiving

  • Enforce security via identity management and authentication

  • Safely support mobile devices and apps, including BYOD

  • Implement true records management (ECM/RM) to support legal/compliance requirements

  • Efficiently build custom applications, workflows, apps and web parts

  • Leverage Microsoft Azure or Amazon Web Services (AWS)

  • Table of Contents

    1. About This eBook
    2. Title Page
    3. Copyright Page
    4. Contents at a Glance
    5. Contents
    6. About the Authors: The EPC Group Team of Experts
    7. Dedication
    8. Acknowledgments
    9. We Want to Hear from You!
    10. Reader Services
    11. Introduction
      1. Who Should Read This Book?
      2. Software Requirements
      3. Code Examples
    12. Chapter 1. Introduction to SharePoint 2013 (On-Premises, Office 365 Cloud, and Hybrid)
      1. Key SharePoint 2013 Methodologies and Best Practices
      2. Presenting SharePoint 2013
      3. Overview of SharePoint 2013 Key Features
      4. SharePoint 2013’s On-Premises and Office 365
      5. SharePoint Server 2013 Technology Updates
      6. Feature Comparison of SharePoint On-Premises Versus Office 365/SharePoint Online
      7. SharePoint Server 2013’s Capabilities
      8. Summary
    13. Chapter 2. Proven Implementation Strategies for SharePoint 2013 and Office 365 | SharePoint Online
      1. Where to Begin
      2. SharePoint Public Relations and Communications Strategy
      3. High-Level Overview of a SharePoint 2013/Office 365 Deployment
      4. Identifying the Core Tasks and Milestones of Your Initiative
      5. Identifying Common Terms and Features of SharePoint 2013
      6. Getting Acquainted with SharePoint Server 2013/Office 365’s Architecture and Understanding Its Components
      7. Summary
    14. Chapter 3. Governed Utilization of the Features and Functionality in SharePoint 2013/Office 365
      1. Understanding Device Channels in SharePoint 2013 (BYOD)
      2. SharePoint 2013/Office 365: Preparing for Governance
      3. Implementing a Best Practices Information Architecture from the Very Beginning
      4. Introduction to SharePoint 2013 and the Hybrid Cloud Mind-Set
      5. Social Computing in SharePoint 2013
      6. Summary
    15. Chapter 4. Understanding SharePoint 2013 and Microsoft Office Integration with Office 365 Now in the Picture
      1. SharePoint 2013 and Office 365: An Overview
      2. Planning for Apps in SharePoint and Office 2013
      3. Office 365 Compliance
      4. How Safe Is My Organization’s Office 365 Data?
      5. Summary
    16. Chapter 5. Implementing a Best Practices SharePoint 2013/Office 365 Information Architecture
      1. Planning SharePoint 2013’s Taxonomy, Navigational Hierarchy, and Overall Topology
      2. Where to Begin
      3. Translating Your Business and Functional Requirements into SharePoint 2013/Office 365 Lists and Libraries
      4. Modifying Lists and Libraries
      5. Creating and Modifying List and Library Views
      6. Working with List Content
      7. Creating Discussions and Surveys
      8. Summary
    17. Chapter 6. Using Out-of-the-Box Web Parts in SharePoint 2013/Office 365
      1. Blog Web Parts
      2. Business Data Web Parts
      3. Community Web Parts
      4. Content Rollup Web Parts
      5. Document Sets Web Parts
      6. Filters Web Parts
      7. Forms Web Parts
      8. Media and Content Web Parts
      9. Search Web Parts
      10. Search-Driven Content Web Parts
      11. Social Collaboration Web Parts
      12. Summary
    18. Chapter 7. Implementing a SharePoint 2013 System Architecture with Future Hybrid Scalability in Mind
      1. Understanding On-Premises, Cloud, and Hybrid Environments in SharePoint 2013
      2. Three Major Types of Cloud Services
      3. Should I Prepare for a Hybrid SharePoint Platform?
      4. SharePoint 2013’s System Architecture
      5. Key Areas to Consider Regarding Scalability in Your SharePoint 2013 Architectural Roadmap
      6. Understanding SharePoint Server 2013 Search Architecture
      7. SharePoint 2013 BYOD Best Practices
      8. Summary
    19. Chapter 8. Business Intelligence Overview for SharePoint 2013 and Office 365
      1. Business Intelligence Considerations in SharePoint 2013
      2. Microsoft Excel Services, PowerPivot, and PowerView
      3. Microsoft PerformancePoint Overview in SharePoint 2013
      4. Visio Services Overview in SharePoint 2013
      5. Database Connections and External Data Sources
      6. SOAP Service Connection Review
      7. REST Service Connection Review
      8. Reviewing an XML File Connection
      9. Reviewing Linked Data Sources
      10. Microsoft’s Power BI for Office 365
      11. Summary
    20. Chapter 9. Governance Strategies for SharePoint 2013, Office 365, and SharePoint Online
      1. Governance Best Practices “from the Trenches” for SharePoint 2013 and Office 365’s SharePoint Online
      2. SharePoint Architecture Governance
      3. Security Governance for SharePoint 2013 and Office 365’s SharePoint Online
      4. Social Computing Governance
      5. Operational and Technical Policies and Standards
      6. Uptime and Performance Standards
      7. Public and Hybrid Cloud Governance
      8. Customization Governance
      9. User Interface Governance and Related Policies
      10. Acceptable Usage Policy to Enforce in Your Governance Strategy
      11. Summary
    21. Chapter 10. Enterprise Content Management (ECM), Records Management (RM), and eDiscovery Best Practices
      1. Proven ECM and RM Strategies for SharePoint 2013 and/or SharePoint Online
      2. Records Management Best Practices
      3. Key RM and ECM Features for SharePoint Server 2013 and SharePoint Online
      4. Content Types in SharePoint Server 2013
      5. Content Type Hub
      6. Content Organizer
      7. Library and List Settings in SharePoint 2013
      8. Record Center Overview
      9. eDiscovery Strategies in SharePoint Server 2013
      10. Summary
    22. Chapter 11. Upgrade and Migration Best Practices
      1. Ensuring That Your System and Information Architecture Strategy Aligns with Your SharePoint Roadmap
      2. Understanding and Reviewing Your Current Technology Landscape
      3. Performing a Content and Configuration Assessment on Your Existing Environments
      4. SharePoint 2013 Upgrade and Migration Strategy Overview
      5. Upgrading or Migrating SharePoint 2007 to SharePoint 2013
      6. Upgrading or Migrating SharePoint 2010 to SharePoint 2013
      7. Windows PowerShell Related SharePoint 2013 Upgrade and Migration Tasks
      8. Summary
    23. Chapter 12. Installation and Configuration
      1. Detailing the Installation, Deployment, and Configuration Requirements
      2. Implementation Plan Overview—“In the Trenches” Scenario
      3. A Proven Installation Process to Follow
      4. Overview of the Configuration Process and Related Granular Tasks
      5. Summary
    24. Chapter 13. Development Strategies and Custom Applications in SharePoint 2013, Office 365, and SharePoint Online
      1. Overview of SharePoint 2013, Office 365, and Microsoft Azure Development Strategies
      2. Reviewing the SharePoint App Model and the Composition of an App for SharePoint
      3. SharePoint 2013’s APIs, Office 365 API Tools, and the Development Options for Accessing Data and Resources
      4. Security and Identity Management Considerations for Application Development
      5. Development Tools and Related Strategies for Public, Private, and Hybrid Environments
      6. Developing Workflows in SharePoint 2013, Office 365, and SharePoint Online
      7. BCS, External, and LOB Systems Integration Strategies
      8. Summary
    25. Chapter 14. Search, Web Content Management, Branding, and Navigational Strategies
      1. Overview of Search in SharePoint 2013, Office 365, and SharePoint Online
      2. Web Content Management Feature Deep-Dive
      3. Multilingual Sites in SharePoint 2013, Office 365, and SharePoint Online
      4. Implementing Custom Branding for SharePoint 2013, Office 365, and SharePoint Online
      5. Summary
    26. Chapter 15. Administration and Maintenance Strategies
      1. SharePoint 2013, Office 365, and SharePoint Online Administration Overview
      2. SharePoint 2013 Administration Considerations
      3. SharePoint Admin Center in Office 365
      4. Exchange Admin Center in Office 365
      5. Lync Admin Center in Office 365
      6. SQL Server 2012/2014 Best Practice Administration for SharePoint 2013
      7. SharePoint 2013 Backup and Recovery
      8. Windows PowerShell Administration Overview
      9. System Center 2012 Overview
      10. Administration of Mobile Devices
      11. Summary
    27. Chapter 16. Social Networking and My Site Strategies
      1. Overview of Social Capabilities in SharePoint 2013, Office 365, and SharePoint Online
      2. SharePoint Communities: Best Practices and Proven Strategies
      3. My Sites in SharePoint 2013, Office 365, and SharePoint Online
      4. Yammer Overview
      5. Summary
    28. Chapter 17. SharePoint 2013, Office 365, and SharePoint Online: Training and End-User Adoption Strategies
      1. Key Considerations and Strategies to Ensure Long-Term Training Success
      2. Training Requirements and Required Knowledge of Your Users
      3. Using Training to Drive User Adoption
      4. Implementing a SharePoint and/or Office 365 Training Site for Your Organization
      5. Free Training Material and Courses Available from Microsoft
      6. Summary
    29. Chapter 18. Disaster Recovery (DR) and Business Continuity Management (BCM) Considerations
      1. Developing a Best Practices Approach to Disaster Recovery and Business Continuity for SharePoint 2013
      2. Preparation for SharePoint 2013 DR/BCM
      3. Inventory of SharePoint 2013 and Related Components
      4. Backup of SharePoint 2013 and Related Content and Components
      5. Restoration of the Environment
      6. Summary
    30. Index