Published by Addison-Wesley Professional (August 16, 2013) © 2014
Scott Jamison | Susan Hanley | Chris Bortlik
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.
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