SharePoint Server 2013 Part 2 Business Intelligence & Content Management Richard Oertle

Subject Matter Expert www.NetComLearning.com

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Module Overview

• What's New in Business Intelligence?

• What's New in Composites • What’s New in Enterprise Content Management • What's New in Records Management and Compliance www.netcomlearning.com

What's New in Business Intelligence?

• Excel Services • Visio Services • PerformancePoint Services www.netcomlearning.com

Excel Services

New Excel Client Features SQL Server Analysis Services PowerPivot Data Models Excel Services www.netcomlearning.com

Visio Services

• MaximumCacheSize parameter prevents excessive resource consumption • New Health Analyzer rules • Updated Set-SPVisioPerformance cmdlet • End users can add comments to rendered Visio drawings www.netcomlearning.com

PerformancePoint Services

• Apply styles to dashboards • Export dashboards in their entirety • Interact with dashboards on iPad devices • Connect to Analysis Services data sources using per-user authentication without configuring Kerberos www.netcomlearning.com

What's New in Composites

• Access Services and Access Apps • SharePoint Workflows • Using BCS Data in SharePoint Composites • Demonstration: Creating Workflows for SharePoint 2013 www.netcomlearning.com

Access Services and Access Apps

• Access Services now uses SQL Server as the data store  Each Access application has its own SQL Server database  Improves performance  Improves scalability • Power users can create Access apps  Create a data-driven application in the Access client  Package and distribute the application as a SharePoint app  Offers robust, code-free solutions to business problems www.netcomlearning.com

SharePoint Workflows

• New, backwards-compatible workflow architecture • Switch between declarative and visual designers • Use workflow stages to build state machine-like functionality without writing code • Built-in action for calling SOAP web services Stage: Confirmed Stage: Resolved Stage: Assigned www.netcomlearning.com

Topic Overview

• What’s New in Enterprise Content Management • What's New in Records Management and Compliance www.netcomlearning.com

What’s New in Enterprise Content Management • Team Folders • Document Sets • Managed Metadata • Project Sites • Demonstration: Creating and Using a Project Site www.netcomlearning.com

Team Folders

Documents are stored in SharePoint Users can work with folder contents from SharePoint, Outlook, or OWA Team Folder Emails are stored in Exchange www.netcomlearning.com

Document Sets

• Improved functionality  Create folders  Add OneNote notebooks  Capture versions of document set as a whole • Improved search and query experience  Specific result type with icon  Search within document sets  Supported by CBS and CBQ web parts www.netcomlearning.com

Managed Metadata

• Use managed metadata to drive a variety of different functionality  Provide navigation structure for publishing sites  Create search-driven pages • Share term sets with specific site collections • Specify the ways in which users can use your term sets • Enhanced multilingual support  Add support for any language, language pack not required  Use SharePoint Translation Service to translate terms www.netcomlearning.com

Project Sites

• Project Summary web part • Visual timeline for project tasks • Shared calendar • Team notebook www.netcomlearning.com

Demonstration: Creating and Using a Project Site • Create a site using the Project Site template • Explore the site notebook and the OneNote Web App functionality • Explore the tasks list and the project timeline • View the Project Summary web part • Explore the project calendar functionality www.netcomlearning.com

What's New in Records Management and Compliance

• Site-based Compliance • In-place Preservation • Discovery www.netcomlearning.com

Site-based Compliance

Project Phase

Start In Progress End Expiry • • • • •

Actions

Site owner assigns a policy template to the project site Retention policies are automatically applied to SharePoint artifacts and team emails Team folders are removed from Outlook UI Expiry policy criteria are enabled Project artifacts are deleted www.netcomlearning.com

In-place Preservation

• More sophisticated alternative to putting content on hold • Creates a snapshot of content at a particular point in time • Users can continue to create, modify, and delete content • Users with permission to perform eDiscovery can locate and retrieve preserved content • You can preserve any site artifacts and team mailboxes • Queries define preservation scope www.netcomlearning.com

Discovery

Sources SharePoint Sites Exchange Mailboxes File Shares Discovery Case Queries Date Ranges Authors Free Text Search Discovery Sets Exports www.netcomlearning.com

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