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 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. Microsoft Press books are available through booksellers and distributors worldwide. If you need support related to this book, email Microsoft Press Book Support at mspinput@microsoft.com. Please tell us what you think of this book at http://www.microsoft.com/learning/booksurvey. 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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 www.it-ebooks.info 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 www.it-ebooks.info www.it-ebooks.info 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: microsoft.com/learning/booksurvey www.it-ebooks.info 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 www.it-ebooks.info 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 www.it-ebooks.info 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 www.it-ebooks.info [...]... 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