Essential SharePoint 2013: Practical Guidance for Meaningful Business Results [NOOK Book]

Overview

 

 

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 ...

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Essential SharePoint 2013: Practical Guidance for Meaningful Business Results

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Overview

 

 

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.

 

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Editorial Reviews

From the Publisher
“ I’m proud to recommend this book–you’ll find yourself reaching for it often; it will likely be one of the biggest factors in achieving your successful adoption of SharePoint.”
– Jeff Teper, Microsoft Corporate Vice President, Office Servers & Services Program Management

“ This will become a mainstay in your SharePoint library, and should be one of the first books you read on SharePoint–no matter what your role.”
– Jared Spataro, Microsoft Senior Director, SharePoint

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Product Details

  • ISBN-13: 9780133120691
  • Publisher: Pearson Education
  • Publication date: 8/30/2013
  • Series: Addison-Wesley Microsoft Technology Series
  • Sold by: Barnes & Noble
  • Format: eBook
  • Edition number: 3
  • Pages: 784
  • Sales rank: 592,761
  • File size: 44 MB
  • Note: This product may take a few minutes to download.

Meet the Author

Scott Jamison is a world-renowned expert on collaborative, search, knowledge management, and ECM solutions and is an experienced leader with more than 20 years directing technology professionals to deliver a wide range of business solutions for customers. Scott is a strong strategic thinker, technologist, and operational manager. He is currently chief architect and CEO of Jornata (www.jornata.com), a premier SharePoint and Office 365 consulting firm.

Prior to joining Jornata, Scott was director of enterprise architecture at Microsoft and has held numerous leadership positions, including a senior management position leading a Microsoft-focused consulting team at Dell. Scott has worked with Microsoft teams at the local, regional, and international levels for years, often participating as an adviser to the Microsoft product teams.


Scott is a recognized thought leader and published author of several books and hundreds of magazine articles, and he has regular speaking engagements at events around the globe. Scott received his M.A. in computer science from Boston University and did his postgraduate work at Bentley’s McCallum Graduate School of Business. He is a Microsoft Certified Solution Master for SharePoint, a Microsoft SharePoint Server MVP, and a Microsoft Certified Architect for SharePoint. Scott is on Twitter (@sjam) and hosts his blog at www.scottjamison.com. He lives in the Boston area with his wife, Sung.

 

Susan Hanley is an independent consultant specializing in the design, development, and implementation of successful knowledge management portal solutions based on the SharePoint platform, with a focus on information architecture, user adoption, governance, and business value metrics. She is an internationally recognized expert in knowledge management and has led hundreds of knowledge management, portal strategy, design, and implementation engagements based on the SharePoint platform and other platforms in the course of a 30-year consulting career. Immediately prior to establishing Susan Hanley LLC, Sue led the Portals, Collaboration, and Content Management practice for Dell. Sue joined Plural (which was acquired by Dell in 2003) after more than 18 years at American Management Systems. In 1995, she became the first director of knowledge management for AMS, a position she held for five years. Prior to establishing the AMS Knowledge Centers, she was a project executive and business analyst on a variety of information systems deployment engagements.


Sue is a frequent writer and speaker on the topic of implementing successful intranet portal solutions, SharePoint governance and adoption, and measuring the value of knowledge management investments. She has made top-rated presentations at conferences all over the world. Sue is the coauthor of Essential SharePoint 2007 (Addison-Wesley, 2007) and Essential SharePoint 2010 (Addison-Wesley, 2011) and is a featured author of four books on knowledge management.


Sue has an M.B.A. in information systems management from the Smith School at the University of Maryland at College Park and a B.A. in psychology from the Johns Hopkins University. Sue writes the Essential SharePoint blog for Network World at www.networkworld.com/community/ sharepoint. Her Twitter handle is @susanhanley. Sue and her husband live in Bethesda, Maryland, and are the proud parents of three young adults.

 

Chris Bortlik works at Microsoft as an Office 365 technology specialist, working with enterprise customers and partners in the northeast region of the United States. Chris is a SharePoint “Insider” within Microsoft and works closely with the SharePoint product team. He holds the SharePoint 2010 MCITP and MCTS certifications and has been working with SharePoint since 2001.


Chris speaks frequently at Microsoft events (including the SharePoint Conference), SharePoint Saturday, and user group meetings. Chris was a contributing author of the Essential SharePoint 2010 book (Addison-Wesley, 2011). He also publishes a blog on TechNet at http://blogs.technet.com/cbortlik. Outside of blogging, Chris is active on social networking sites, including Twitter, where you can follow him at @cbortlik. Prior to joining Microsoft in 2008, Chris was a customer for fourteen years, working in technical IT architect, development, and management roles—primarily leading .NET- and SharePoint-related projects for large enterprise customers, including FM Global and John Hancock.


Chris holds a B.S. in computer science from Wentworth Institute of Technology and an M.B.A. from the Bentley University McCallum Graduate School of Business.


Chris lives in Woburn, Massachusetts, with his wife, Marisa, and their four daughters: Kayla, Jessica, Liliana, and Sophia.

 

Donal Conlon, vice president of delivery at Jornata, is a technology expert with 20 years in the IT industry, working primarily on Microsoft and IBM technologies. The majority of his career has been spent providing collaboration solutions on many platforms, with a focus on Microsoft SharePoint. Donal has held leadership positions at several companies in his career and currently works as a senior consultant at Jornata, delivering solutions on SharePoint and Office 365.


Donal holds an engineering degree from the University of Ireland, Galway.

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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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