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Exploring Microsoft
®
SharePoint
®
2013:
New Features & Functions
Penelope Coventry
www.it-ebooks.info
Published with the authorization of Microsoft Corporation by:
O’Reilly Media, Inc.
1005 Gravenstein Highway North
Sebastopol, California 95472
Copyright © 2013 by PPP Consulting Ltd.
All rights reserved. No part of the contents of this book may be reproduced or transmitted in any form or by any
means without the written permission of the publisher.
ISBN: 978-0-7356-7552-0
1 2 3 4 5 6 7 8 9 LSI 8 7 6 5 4 3
Printed and bound in the United States of America.
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Acquisitions and Developmental Editor: Kenyon Brown
Production Editor: Rachel Steely
Editorial Production: Dianne Russell, Octal Publishing, Inc.
Technical Reviewer: Neil Hodgkinson, Microsoft
Copyeditor: Bob Russell, Octal Publishing, Inc.
Indexer: Ron Strauss
Cover Design: Twist Creative
Cover Composition: Zyg Group, LLC
Illustrator: Rebecca Demarest
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Contents at a glance
Introduction xiii
CHAPTER 1 Architectural enhancements 1
CHAPTER 2 Introducing the new search architecture 63
CHAPTER 3 Enterprise Content Management 95
CHAPTER 4 Social computing 127
CHAPTER 5 Building composite solutions 159
CHAPTER 6 Business Intelligence 193
Index 221
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v
Contents
Introduction xiii
Chapter 1 Architectural enhancements 1
Infrastructure improvements 3
Database improvements 3
Request management 6
Workow framework 9
UX improvements 16
Service application improvements 26
New service applications 26
Deprecated/changed service applications 28
Web application and site collection improvements 36
Authentication 36
Host-named site collections 37
Self-Service Site Collection Creation 38
Site collection and site administration 39
SharePoint development changes 40
SharePoint Apps management 41
Using a SharePoint App 42
Identify and congure a SharePoint Apps URL 43
Start SharePoint Apps-related service instances 45
Create SharePoint Apps-related service applications 46
Create a farm-wide default web application 47
Creating and managing App Catalogs 47
What do you think of this book? We want to hear from you!
Microsoft is interested in hearing your feedback so we can continually improve our
books and learning resources for you. To participate in a brief online survey, please visit:
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vi Contents
Upgrading to SharePoint 2013 48
Using compatibility levels to create site collections. . . . . . . . . . . . . .49
Upgrading from a SharePoint 2010-mode site collection 51
Using an evaluation site 57
Running the site collection health checker 58
Licensing in SharePoint 2013 60
Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .61
Chapter 2 Introducing the new search architecture 63
Architecture and topology 64
Logical architecture 65
Crawling and content architecture 66
Analytics architecture 70
Index and query architecture 72
The search administration component and database 75
Search topology 76
Search user interface enhancements 77
Search result pages 77
Search Web Parts 78
Hover cards 80
Display templates 80
Result Types 81
Search renements 83
Query suggestions 84
Conguring and managing SharePoint 2013 search 85
Managing search at the SSA level 85
Changing the search topology 86
Result sources 88
Query rules 91
Query client types 92
Search dictionaries 92
Search processes 93
Site level search admin summary 93
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vii
Deprecated search functionality 94
Host distribution rules 94
The SharePoint Search API 94
Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .94
Chapter 3 Enterprise Content Management 95
Records management and compliance 95
The Discovery Center 95
Site-level retention polices 100
The CMIS producer 104
Web Content Management. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .104
The new publishing model 104
Friendly URLs 105
Cross-site collection publishing 106
Managed navigation 111
Variations and multilingual sites 115
Device Channels 116
Search engine optimization 117
Web design and developer enablement 120
Design Manager 120
Snippet Gallery 121
Design packaging 122
Improvements in the text editor 123
Using the clipboard 123
Embedding and storing video in SharePoint 124
Introducing image renditions 125
Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .126
Chapter 4 Social computing 127
SharePoint Server 2013 Enterprise social networking 127
Social computing user interface improvements 129
The Newsfeed hub 132
The Sites hub 137
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viii Contents
The SkyDrive hub 138
My Sites 139
Planning for social computing 142
Installation lifecycle 142
Related SharePoint components 143
Identity management 144
Yammer integration 157
Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .158
Chapter 5 Building composite solutions 159
Business Connectivity Services 160
External list enhancements 161
Support for SharePoint apps and Ofce apps 162
Using the event receiver infrastructure 162
Introducing OData support 163
SharePoint BCS hybrid solutions 169
SharePoint composite tools 169
SharePoint Designer 170
SharePoint workow 171
Access form applications 178
Visio Services and Visio 185
InfoPath 190
Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .191
Chapter 6 Business Intelligence 193
Personal Business Intelligence 194
Using PowerPivot and Power View 197
Enabling PowerPivot and Power View 197
Exploring the Data Model 198
Team BI 200
Excel Services 200
Excel and SharePoint PowerPivot compatibility 202
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[...]... analysis of the new functions Those details you can find in the following Microsoft Press books: ■■ ■■ ■■ Microsoft SharePoint 2013 Plain & Simple by Johnathan Lightfoot, Michelle Lopez, and Scott Metker, which is aimed at end users who are new to SharePoint Microsoft SharePoint 2013 Step by Step by Olga Londer and Penelope Coventry, which is aimed at new and intermediate end users Microsoft SharePoint. .. workflow instance state consistent 10 Exploring Microsoft SharePoint 2013: New Features & Functions www.it-ebooks.info FIGURE 1-2 The workflow architecture is divided between the SharePoint 2013 infrastructure and the Workflow Manager infrastructure SharePoint 2013 contains a new component known as the Workflow Services Manager, which is the integration layer between SharePoint and the Workflow Manager... to SharePoint, the Office application saves the document into the ODC and then uses the MS-FSSHTTP protocol to upload only the file differentials asynchronously in the background to the SharePoint server Note You can access and manage the ODC settings and features through the Upload Center, which is automatically installed with Office 2010 4 Exploring Microsoft SharePoint 2013: New Features & Functions. .. similar to other Microsoft products, including the following: 14 Exploring Microsoft SharePoint 2013: New Features & Functions www.it-ebooks.info ■■ ■■ Performance counters Each server on which Workflow Manager is installed contains the “Workflow Management” and “Workflow Dispatcher” counter sets Event Tracing for Windows (ETW) Workflow Manager contains an ETW provider named Microsoft- Workflow... distribute the SharePoint workflow components SharePoint 2013 uses the same mechanism of managing SharePoint 2010 workflows as SharePoint 2010 and therefore suffers from the same limitations There are no enhancements to SharePoint 2010 workflows in SharePoint 2013, you have the same actions and conditions as in SharePoint 2010, and they are built on Microsoft NET Framework 3.5 Note The new workflow... also details the new application model and the introduction of the SharePoint App Catalog The chapter finishes by discussing how to upgrade from SharePoint 2010 to SharePoint 2013 2 Exploring Microsoft SharePoint 2013: New Features & Functions www.it-ebooks.info Infrastructure improvements Because the core infrastructure has not changed significantly, the infrastructure changes are progressive rather... execution group 1, which are evaluated before rules in execution group 2, and so forth Each routing rule is associated with a machine pool, which 6 Exploring Microsoft SharePoint 2013: New Features & Functions www.it-ebooks.info contains one or more SharePoint web servers Each server within a machine pool—known as a routing target or routing machine—has a static weighting and a health weighting,... your organization With this version of SharePoint, Microsoft focuses on what a user can do, and therefore the focus of the improvements with SharePoint 2013 places users at the center of the SharePoint installation In the coming months, as you learn more about SharePoint 2013, no longer will Microsoft talk about what SharePoint can do by using the six-segment SharePoint 2010 circle that consisted of... www.it-ebooks.info SharePoint farm Thus, you should install Workflow Manager on one or more servers that do not have SharePoint installed However, be aware that SharePoint 2010 workflows will still run on your SharePoint 2013 servers in the legacy SharePoint workflow engine, also known as the SharePoint 2010 workflow host Only SharePoint 2013 workflows can make use of the Workflow Manager farm Within SharePoint. .. using the browser and Microsoft Office applications SharePoint 2013 consists of two products: SharePoint Foundation 2013 and SharePoint Server 2013 The exposure of two sets of functionality still exists in SharePoint Server, but is implemented using standard and enterprise client access licenses with a new licensing model There is no longer a separate Microsoft FAST Search Server for SharePoint You will . www.it-ebooks.info
www.it-ebooks.info
Exploring Microsoft
®
SharePoint
®
2013:
New Features & Functions
Penelope Coventry
www.it-ebooks.info
Published with the authorization of Microsoft. administration 39
SharePoint development changes 40
SharePoint Apps management 41
Using a SharePoint App 42
Identify and congure a SharePoint Apps URL 43
Start SharePoint
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