IntroductionWelcome| 00:04 | Welcome to SharePoint 2013 New
Features. I am Gini Courter.
| | 00:09 | In this course we'll be talking about
the features that are new or improved or
| | 00:13 | even significantly revamped.
| | 00:15 | In this version of Microsoft
SharePoint we'll be looking at social networking
| | 00:20 | and what's new with sharing.
| | 00:22 | We'll talk about some differences in
how you'll work in lists and libraries.
| | 00:28 | We'll talk about some of the new
site templates and also some of the site
| | 00:32 | templates that are being retired.
| | 00:33 | I'll show you what's new in authoring
and publishing and information about how
| | 00:38 | you can use and manage video in SharePoint.
| | 00:41 | We'll look at the search enhancements
and some of the other new features like
| | 00:45 | business intelligence changes
and what's new with workflows.
| | 00:49 | I hope you enjoy this
SharePoint New Features course.
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| Understanding SharePoint 2013 products| 00:00 | As if SharePoint itself wasn't complex
enough, Microsoft has made it a little
| | 00:05 | more complex by having
multiple versions of SharePoint.
| | 00:08 | Now there have been various versions of
SharePoint since really SharePoint 2000.
| | 00:13 | But in SharePoint 2013 we have
four different versions of SharePoint.
| | 00:18 | The first in SharePoint 2013
Foundation and Foundation is the most widely
| | 00:23 | distributed version of SharePoint, because
it is included with Microsoft Windows Server.
| | 00:28 | So if you're in an environment where
you are prompted by Windows to log on to a
| | 00:33 | network, someplace nearby there's
SharePoint 2013 Foundation that would be
| | 00:38 | available for you to use.
| | 00:39 | Then there is SharePoint
Server 2013 Standard version.
| | 00:43 | This is a separate product that larger
organizations can purchase and install.
| | 00:48 | It has all of the bells and whistles
of Foundation plus a few more things:
| | 00:52 | improved search and so on.
| | 00:54 | Then SharePoint Server 2013 Enterprise.
| | 00:57 | Now SharePoint Server Enterprise
has a lot more capability, because in
| | 01:02 | addition to everything that's offered
in Foundation and in Server Standard,
| | 01:07 | Enterprise includes some specific
services that are made to extend the
| | 01:11 | capabilities of SharePoint.
| | 01:13 | For example, content management services,
business intelligence services, and so on.
| | 01:19 | Then a new version of SharePoint that
came out in 2011 is called SharePoint Online.
| | 01:25 | Now SharePoint Online is one of the
servers that comes with Office 365, which is
| | 01:30 | a subscription version of Microsoft Office.
| | 01:33 | Some organizations purchase the
subscription version of Office 365 that also
| | 01:37 | includes licenses or Office on the
desktop, but for many Office 365 users
| | 01:43 | their entire experience of Office--and
SharePoint both--is through a browser in the cloud.
| | 01:49 | Any of these SharePoint products can
be hosted in the cloud, but SharePoint
| | 01:53 | Online really only lives there.
| | 01:56 | Here in this SharePoint 2013 New
Features course we'll actually be talking about
| | 02:00 | new features from SharePoint 2013
Foundation, from SharePoint Server--both
| | 02:05 | Standard and Enterprise--and along the
way you'll see a few things that will also
| | 02:10 | appear in SharePoint Online in Office 365.
| | 02:14 | When a feature that I'm showing you only
appears in SharePoint Server Enterprise
| | 02:19 | or SharePoint Server Enterprise and
Standard, I'll flag that for you so that you
| | 02:23 | don't look for it in SharePoint 2013 Foundation.
| | 02:27 | I hope this has helped you wrap your
head around the variety of products that
| | 02:32 | Microsoft has named SharePoint.
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| Using the new interface| 00:00 | Here's what a SharePoint 2013 team site
looks like almost directly out of the box.
| | 00:06 | I've created it is as sub-site of
another site so I have in the upper left-hand
| | 00:10 | corner the No Obstacles logo
inherited from the parent site.
| | 00:16 | I've added one document
set to the document library.
| | 00:19 | But other than that this
is what the sites look like.
| | 00:22 | Every site created with SharePoint
can have its own look and feel, but the
| | 00:27 | default SharePoint 2013 sites look
markedly different from sites created in
| | 00:33 | SharePoint 2010 or 2007.
| | 00:36 | The look is cleaner with
more whitespace, less clutter.
| | 00:39 | These large tiles--that are built in
what used to be called Metro style--help you
| | 00:46 | easily change this site whether you're
branding it; changing the color scheme
| | 00:51 | and the font; adding lists, libraries,
and other parts to this site; adding a
| | 00:57 | calendar and tasks in the timeline;
or sharing your site with others.
| | 01:01 | Each of those can be accomplished with
just one click and then a few choices.
| | 01:05 | In the upper right-hand corner of our
screen we have a whole set of new choices
| | 01:10 | in the user interface
that are pretty interesting.
| | 01:13 | First, you can see that I'm logged in
here and that's nice to know and there's a
| | 01:18 | menu that has About Me on it.
| | 01:21 | Now if I find a username anywhere in
the site, I can go to their About Me
| | 01:26 | information that they've provided
for their colleagues and other users.
| | 01:30 | So I'm going to go to another site.
| | 01:35 | This site, another part of No Obstacles,
has a newsfeed in it right here with a
| | 01:41 | conversation going on and here's a
Akee Ning Wu and if I click on Akee I will
| | 01:46 | see the About Akee Ning Wu web page.
| | 01:49 | She's decided how much people can see here.
| | 01:52 | So this is her social networking interface.
| | 01:55 | One of the goals of this release of
SharePoint is to provide better support
| | 01:59 | for social networking,
| | 02:00 | better support for social computing.
And in SharePoint 2013 people search is
| | 02:06 | built right in without anything extra.
| | 02:08 | So I can also search for users from any
page in the site whether I'm looking for
| | 02:14 | them by name or by their skills, by
their experiences, by projects they had
| | 02:18 | worked on in the past, or by
things they have said I can ask them about.
| | 02:22 | I have easy access to my own
profile, content, and settings.
| | 02:27 | All I need to do is go to the upper
right-hand corner, click my name, and
| | 02:31 | then choose About Me.
| | 02:33 | I can edit my profile to keep it up-
to-date and I have lots of options.
| | 02:37 | Of course, keeping this up-to-date is
critical if your organization is going to
| | 02:43 | benefit from SharePoint as a social platform.
| | 02:45 | So it's important for users to know
that they should come in here and add
| | 02:48 | information, that they get to determine
who can see information about them at the
| | 02:55 | detail level and so on.
| | 02:57 | Well, I'm on any of my pages here in my
Newsfeed whether it's my About Me page
| | 03:04 | or my Newsfeed page, I have
the ability to modify this page.
| | 03:09 | So next to About Me I can choose
Personalize this Page and then I can edit
| | 03:16 | the personal version.
| | 03:17 | But if I'd like a little more
assistance doing this, I can click here on this
| | 03:21 | icon that looks like a gear--and it's
Settings--and I can choose to edit the
| | 03:27 | page, as I am now, to Add an app which is a
small lightweight program that I can add here.
| | 03:36 | For example, I can say I would like to
add a Document Library or a Tip of the
| | 03:41 | Day, or World Clock and Weather and
there are a couple of other choices as well.
| | 03:46 | By making this version of SharePoint app-centric, Microsoft is providing support
| | 03:51 | for new types of customization not
just by software companies, but by any
| | 03:56 | organization with staff
who can develop web apps.
| | 03:59 | So that's a new benefit to this user-interface.
| | 04:03 | The title bar as well as providing you
with information about my newsfeed also
| | 04:08 | allows me to see Sites and I can save
any site on here that I wish simply by
| | 04:14 | clicking a FOLLOW link when I'm on that page.
| | 04:19 | So if we go back and I wanted to
follow--for example the Inside Home site--I
| | 04:24 | would click the FOLLOW button here to
add a link to this site to my sites page.
| | 04:29 | Something that I've actually done already.
| | 04:32 | Inside Home right there.
| | 04:35 | Additionally, I have
access to a SkyDrive right here.
| | 04:39 | This is not the same SkyDrive that
I would see on my Windows 8 desktop.
| | 04:43 | It's tied to a Microsoft
account like Hotmail or Live.
| | 04:47 | This is actually a SharePoint
hosted SkyDrive where I can store private
| | 04:52 | organizational documents for mobile
use when I'm not online here or I can
| | 04:57 | collaborate with colleagues and all I
need to do is click SkyDrive and I have
| | 05:01 | the ability to have documents that I share
with everyone or documents that are private.
| | 05:06 | Every document is private to me I
save here until I choose to share it.
| | 05:10 | For example, going back to the Inside
Home site I also have a ribbon and the
| | 05:17 | ribbon is based on whatever is selected.
| | 05:20 | I'm on a page so I have a Page tab on my ribbon.
| | 05:23 | If I choose any document in the
documents library I have a Files tab in my
| | 05:28 | ribbon and a Library tab in my ribbon.
| | 05:30 | So you'll find most of the commands
that you want to access to be able to
| | 05:35 | customize your user
experience will be right here.
| | 05:40 | If I need to select a file and nothing
is selected, you'll find that many of
| | 05:44 | your choices aren't enabled.
| | 05:46 | You are used to that.
| | 05:47 | You understand how that
works in Windows product.
| | 05:49 | Simply select and now I have choices once again.
| | 05:54 | One final user interface feature is both
browser and operating system dependent.
| | 06:00 | You can view SharePoint
pages in a number of browsers.
| | 06:05 | You can use Safari, you can use Chrome,
you can use Internet Explorer, but IE,
| | 06:10 | Internet Explorer, has always
provided that recommended SharePoint user
| | 06:14 | experience until about now.
| | 06:17 | With Internet Explorer 10, SharePoint
2013 will run just like this in the single
| | 06:23 | window view that's part of Metro mode.
| | 06:26 | However, there are SharePoint 2013
features that Internet Explorer 10 doesn't
| | 06:32 | support in this Metro mode including
some hot new features like the ability to
| | 06:37 | drag and drop files into libraries or to
view video search results right in the page.
| | 06:44 | Fortunately, you can easily open a new
browser session in the desktop to have access
| | 06:49 | to features like drag files here.
| | 06:51 | Simply right-click, choose Page tools,
and click View on the desktop and here I
| | 06:59 | am in desktop view with tabs across the top.
| | 07:04 | When you're finished dragging files,
or whatever you were trying to do that
| | 07:08 | caused you to go out to the browser in
the desktop, you can return to Metro mode
| | 07:13 | simply by closing the desktop or by
returning to Windows and clicking the
| | 07:20 | Internet Explorer icon.
| | 07:22 | Or you can just stay in that desktop browser.
| | 07:25 | Increasingly that's where I'm choosing to
live while I'm working with SharePoint 2013.
| | 07:31 | Those are the major changes to the user
interface in this version of SharePoint.
| | 07:35 | If you're comfortable navigating in
SharePoint 2010, you'll find this version of
| | 07:41 | SharePoint easy to navigate as well.
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1. What's New with Social NetworkingViewing your newsfeed page| 00:00 | So the first time you visit your
Newsfeed page, it will have whatever content on
| | 00:05 | it, your IT folks have pre-populated
to that page.
| | 00:08 | So, when I go for example to my
Newsfeed, there is precious little here, my
| | 00:13 | name, that's works, that's it though,
no photo, nothing in my Newsfeed.
| | 00:18 | When I look at the Profile, or About me,
an invitation to edit my profile, but I
| | 00:24 | need to do some work.
| | 00:26 | I'm not following anyone, I'm not
following any documents or sites, and because
| | 00:31 | I'm not, there's nothing here in my Newsfeed.
| | 00:34 | I haven't started any
conversations, it's pretty empty.
| | 00:37 | What does it look like for somebody
who has been more active than I have been,
| | 00:41 | what will your Newsfeed page look like
after you've actually engaged in some
| | 00:46 | social networking in your organization?
| | 00:49 | To answer that question, let's go look at
my colleague Mark LaCie's Newsfeed Page.
| | 00:55 | Here is Mark's page.
| | 00:56 | Mark's got an active Newsfeed even
though he's only following three people so
| | 01:01 | far, because they are very active as well.
| | 01:04 | Mark has gone in and made some changes
to his profile; that's obvious, there's a
| | 01:08 | nice picture of him.
| | 01:09 | But I think what's more important is
that you can actually see who Mark is
| | 01:13 | Following, you can see folks who have
mentioned Mark, no one so far, we can fix that.
| | 01:20 | Here are all of the
microblogs everybody has posted.
| | 01:25 | So, there's lots of
information here, because Mark is active.
| | 01:30 | Mark is also looking at some specific
sites, and so if there are changes in
| | 01:33 | documents there, those too
will flow to Mark's Newsfeed.
| | 01:37 | So, as you get more and more engaged in
social networking in your organization,
| | 01:43 | you will see more and more posts.
| | 01:46 | We'll be talking more about how you can
microblog here in SharePoint in our next movie.
| | 01:52 | But this is what you'll see on your
Newsfeed page when you're actively
| | 01:57 | networking in your
organization using SharePoint.
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| Following people, documents, and sites| 00:00 | If you'd like to see something in your feed
in Facebook you need to have some friends.
| | 00:04 | If you want to see something in your feed
in Twitter you need to follow some folks.
| | 00:08 | Here in SharePoint if I want to see
anything in my Newsfeed I need to follow
| | 00:12 | some people, or some documents, or some
sites, or some tags, or all of the above.
| | 00:17 | I want to start by following some people.
| | 00:19 | I am going to click people and
I can follow multiple people.
| | 00:25 | So I want to follow Mark and notice
that as I start entering somebody's name
| | 00:30 | they'll show up here and I can choose them.
| | 00:34 | I had better follow our CEO.
| | 00:37 | That's just a good idea no matter where I work.
| | 00:43 | I think I'd also like to follow Akee.
| | 00:49 | That's a good start.
| | 00:50 | I am going to go ahead and click Follow and
all three of them have been added to my Newsfeed.
| | 00:57 | Now Akee hasn't posted anything lately,
but you'll notice that I actually saw
| | 01:02 | right away a post from
Jaryl and a post from Mark.
| | 01:07 | I can go in and take a look at other
things that have happened here in Akee's feed.
| | 01:13 | Akee started following me earlier.
| | 01:15 | I can take a look at Jaryl's feed and I
can take a look at information that Mark
| | 01:21 | has posted that would have been in my feeds.
| | 01:23 | These are items that happened earlier.
| | 01:25 | Notice three hours ago Mark and
Jaryl are having a conversation.
| | 01:30 | Sometimes since then, other folks.
| | 01:33 | I can actually say, okay, I can get a
little bit caught up on what they've done
| | 01:38 | recently and that looks just fine.
| | 01:39 | So I'm following three people, four
people are following me, oh, Juan Ricardo
| | 01:43 | is following me too.
| | 01:44 | We will add him in a minute.
| | 01:46 | Now when I go back to my Newsfeed,
look at all this information that I have.
| | 01:53 | Everything from these
three people comes flowing in.
| | 01:56 | So this is the easy way to follow people.
| | 01:59 | To simply say I want to begin finding
out more about the kinds of things that
| | 02:04 | Jaryl or Akee or Mark are posting about.
| | 02:09 | How do I get documents in here?
| | 02:11 | Well, I get documents and sites by
actually going to a document or site.
| | 02:16 | Let's go back to our SharePoint site.
And here we are in Inside No Obstacles and
| | 02:23 | let's say for example I'd like to
know whenever the Green Newsletter gets
| | 02:28 | updated or the Moving to Office
2013 document or any other document.
| | 02:32 | I can simply click and say I
would like to FOLLOW this document.
| | 02:36 | There is a little alert that happens
and I'm following this document now until
| | 02:41 | I stop following it.
| | 02:42 | What if I want to follow a particular site?
| | 02:45 | Well, be anywhere on the site--for
example in our Employee Self-Service Portal--
| | 02:51 | and say I'd like to FOLLOW this site.
| | 02:53 | Now I am following ESS or if I'd like
to follow Inside Sport, a site that we
| | 02:59 | will be working on later.
| | 03:01 | It's just that easy to follow it.
| | 03:03 | So I can follow individuals,
specific documents, and sites.
| | 03:09 | Let's go back now to our Newsfeed.
| | 03:11 | We will notice that I'm following three
sites, two documents, and three people.
| | 03:16 | In the same way that I can click here
to see who the people are, I can also
| | 03:22 | click here and see what
documents I am following.
| | 03:26 | If I want to stop following a
document, I simply click Stop following.
| | 03:31 | Based on the documents that I'm
following over time SharePoint will actually
| | 03:35 | suggest some other documents that I
might want to follow and I can choose to do
| | 03:38 | that or I can choose to
ignore that information if I wish.
| | 03:44 | In terms of my sites here are
the sites that I am following.
| | 03:50 | If I want to stop following a
particular site simply choose Stop following and
| | 03:56 | it won't be on my list any longer.
| | 03:58 | That doesn't mean I can't
get to the site if I want to.
| | 04:01 | It just means that it won't show up on
the list of sites that I am following.
| | 04:05 | And new information posted on that site
is not going to show up in my Newsfeed.
| | 04:11 | We'll talk about tags in our next
movie, but for now we know how to follow
| | 04:16 | people, documents, and sites
in SharePoint social networking.
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| Microblogging in SharePoint| 00:00 | Here we are in our Newsfeed.
| | 00:01 | This is a microblog, it's a
lot like Twitter or Instagram.
| | 00:06 | This is where we can create posts
so that other people can read them.
| | 00:10 | This is a shared social space and
there are two or three things you'll want to
| | 00:14 | know about how we refer to things.
| | 00:16 | First, if I want to include information
about a person, I'll start by typing the
| | 00:21 | @ sign, and SharePoint will quickly
pull up a list of everyone that I am
| | 00:26 | following, so that I can choose from a list.
| | 00:28 | If I start typing letters it will
narrow that list down, and that's because
| | 00:33 | there a space here that I can mention people in,
and that space is maintained by SharePoint.
| | 00:39 | So it's all of the folks that I am
following, other people in the company are
| | 00:42 | available to me. So, the @ symbol is a
way to say, I want to refer to somebody
| | 00:48 | specific in this microblog post, and that way
my post will show up on their list of Mentions.
| | 00:55 | The second thing is the ability to
create a conversation by using tags.
| | 00:59 | A tag or Hash tag starts with this
symbol, the # symbol to many of us or
| | 01:05 | Shift+3, but it's the tag symbol.
| | 01:08 | And when you begin by tagging something
then what you're doing is you're saying
| | 01:11 | this is a keyword, but we don't call
them keywords here in the social networking
| | 01:16 | space, we call them tags, or hash tags.
| | 01:19 | So, you'll notice down here that I
actually created a post that starts with a
| | 01:24 | hashtag and then it's called challenge2013.
| | 01:27 | By using that in other posts I am saying
they're all part of the same conversation.
| | 01:32 | For example, create a post that says,
"I've heard several suggestions for keynote
| | 01:42 | speakers for #challenge," and as soon as
I begin typing, because this tag already
| | 01:51 | exist, I can simply click that tag here,
notice that it's grayed in a little bit
| | 01:58 | like a field would be in
Microsoft Word, "Any news?"
| | 02:03 | So, I'm continually asking about #
challenge2013 and these two items then are
| | 02:10 | part of the same conversation.
| | 02:11 | If I wanted to I can actually filter on
#challenge2013 and find all of that information.
| | 02:18 | Now when I am microblogging, this is a
conversation, so Akee posted, "I'm new to
| | 02:25 | this, what do these symbols mean?"
| | 02:27 | And I posted a reply actually Mark
posted a reply first that mentioned me. I
| | 02:33 | clicked on Mentions, here I
am and so I'm posting back.
| | 02:36 | But another thing that could have
done is I could have said, well you know
| | 02:40 | what I want to make sure that I follow up with
this, or I want to link to this conversation.
| | 02:45 | So, two different possibilities here.
| | 02:47 | If I click Follow up then this
conversation will actually be added to my Tasks
| | 02:53 | list, we will see that later on.
| | 02:57 | So, if I want to say, well I want to
know more about this, so I want to do
| | 03:01 | something with this, or I want to print
a beautiful copy of this sunset picture
| | 03:05 | and give it to Jaryl.
| | 03:06 | Any of those things that I might like
to do, I can simply say Follow up and
| | 03:10 | throw this item to my Task list.
| | 03:12 | Another possibility for a conversation
is, I want to continue this and say you
| | 03:17 | know we should just do a little tech
note for this and have it available to
| | 03:21 | folks on the site, because Akee is not the
only person who might be asking about this.
| | 03:25 | I could Copy a link to the conversation.
| | 03:28 | Now this didn't copy it, all it did was
create the link URL for me, I now need
| | 03:32 | to right-click and Copy it.
| | 03:35 | I can then paste this somewhere else if I wish.
| | 03:38 | I could email it to somebody, I could
create another post and mention this.
| | 03:43 | So, this is a link that brings me
right back to this conversation.
| | 03:47 | So, if for example I were to put this
in an Outlook email message--let's just
| | 03:52 | see what that looks like real quickly.
| | 03:54 | So, I created a new email message and
I'm simply going to dropdown into the
| | 03:58 | body and paste this in.
| | 04:00 | As soon as I hit the Spacebar
it turns it into a hyperlink.
| | 04:04 | And I want to just make a note that says,
"Do we need some resources on microblogging?"
| | 04:17 | And I am going to
actually send this as a question.
| | 04:22 | Now when Jaryl receives this, she can
simply click and Open that hyperlink, and
| | 04:31 | if she has permission, because she is
following both Akee and my conversations,
| | 04:36 | and Mark's, it takes her right
back to this same conversation.
| | 04:40 | So, that's the value of saying that I'd
like to be able to track this conversation.
| | 04:45 | Now notice that now that it's on the
space all its own there's really no way
| | 04:50 | to save a link to it.
| | 04:51 | This is the link, it's
sitting up here in the Address Bar.
| | 04:57 | And if I click Newsfeed it will take me
back to my entire Newsfeed once again.
| | 05:03 | So, all kinds of choices that we have
when we microblog: ways that we can create
| | 05:08 | new posts, ways that we can Like or
Reply to posts, a method to be able to Copy
| | 05:15 | links to conversations and Follow them,
a way to Lock a conversation which I can
| | 05:19 | do if it's my conversation, so that it
can't be removed, the ability simply to
| | 05:28 | enjoy information that's
been posted by my colleagues.
| | 05:32 | Microblogging is a great new feature
in SharePoint 2013 and I hope you just
| | 05:37 | jump in and enjoy it.
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| Editing your profile| 00:00 | When we visit the social networking
portion of SharePoint, you'll see lots of
| | 00:05 | information about me and I had
to add all of that information.
| | 00:10 | In SharePoint 2013 there are new ways
that we're going to edit our profile,
| | 00:14 | because there is a lot more information here.
| | 00:16 | So the easiest thing to do, you have
several choices. One is to simply go to
| | 00:21 | About Me here, another choice is to
choose About Me, over here, and in
| | 00:27 | either case we get access to being able to
edit our profile. So then I click edit my profile.
| | 00:36 | When I started this there wasn't
even a picture, I look like this little
| | 00:41 | Fisher-Price person and I needed to
change my photo. You will want to choose a
| | 00:48 | picture, and upload it. That works.
| | 01:01 | The next thing is I can provide some
information About me and this is just
| | 01:05 | information I typed.
| | 01:06 | A personal description expressing what
I'd like others to see about me and then
| | 01:11 | I can fill in a section
that's called Ask Me About.
| | 01:13 | And in most organizations this is a
mix of things that are work-related and
| | 01:17 | things that are not work-related.
| | 01:19 | For example IT Governance and
SharePoint are work-related, but orchards, a little
| | 01:24 | something more personal to fill this all out.
| | 01:26 | So where those items appear is when
somebody clicks on the About Me page that's
| | 01:32 | the information that's displayed right here.
| | 01:34 | Feel free to mention me in a post
that's a link, but here's my description and
| | 01:39 | here are the three things
that I said you could ask me.
| | 01:43 | Additionally, there is some other
information here, information about my email,
| | 01:48 | that was provided by IT, information
about a mobile phone. In our installation I
| | 01:54 | had to enter this, but you may not have to.
| | 01:56 | There might be other information here as
well, columns that aren't even listed on
| | 02:01 | this particular page, and the
reason is that this is customizable.
| | 02:06 | So in your organization for example
there may be information about your office
| | 02:10 | location that's either available
for you to enter or already provided.
| | 02:15 | Let's see where you
would enter this information.
| | 02:19 | I'll click again on edit your profile
and I'm going to click now on Contact
| | 02:24 | Information, here's my phone number, my
office location, my fax and home phone,
| | 02:30 | and the name of my
assistant who I could choose here.
| | 02:34 | Additionally, I get to
determine who can see this.
| | 02:36 | Now my work mail and a mobile phone if
I fill it and can be seen by everyone,
| | 02:41 | but I have the choice to say that this
can be seen by other groups. Who should it
| | 02:45 | be shown to: Everyone, everyone in
some particular groups I am a member of.
| | 02:50 | When I click on Details, this is where
I get to provide information about my
| | 02:54 | education, my birthday, my interests, and so on.
| | 02:59 | If I don't want people to come up
all day on March 8 and wish me happy
| | 03:03 | birthday, I can just say Only Me. On
the other hand they might give me gifts,
| | 03:08 | so I'll leave it there, and I don't
have to show information about any of these
| | 03:13 | items if I don't want to.
| | 03:14 | One easy way is not to fill them in,
but another choice rather than have a
| | 03:18 | blank there is simply to say, you know, I
actually don't want to show this to anyone else.
| | 03:25 | Each time I'm making some changes,
I'm going to go ahead and save them.
| | 03:28 | In many applications as soon as I
change something, I expect to see those
| | 03:32 | changes reflected immediately somewhere else
in the document, someplace else on the screen.
| | 03:38 | These settings don't work that way.
| | 03:40 | When I edit my profile it may not be
updated on the page until midnight tonight
| | 03:46 | or the next time there is a batch
process set to update user profiles.
| | 03:51 | So don't be concerned if you go in and
you say, well, I don't want everyone to
| | 03:55 | see this, only me, and it's still there.
| | 03:58 | We are not going to see blinding
speed in terms of updating, wait until the
| | 04:02 | next day before you begin to get concerned
that maybe you didn't check something right.
| | 04:09 | So my basic information that
appears to everyone by default, my contact
| | 04:14 | information some of which is public for
everyone, but some parts of which I can
| | 04:19 | choose to either not fill in or not
display, and finally Details where I have a
| | 04:24 | great deal of control over who can see them.
| | 04:27 | Those are the SharePoint
2013 tools to edit my profile.
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| Viewing the sites page| 00:00 | The Sites page is a place where you can
create a new site, where you can search
| | 00:06 | or where you can view
sites that you are following.
| | 00:10 | A reminder of how we would follow a site.
| | 00:16 | For example, if we wanted to follow
the Employee Self-Service site, you would
| | 00:20 | simply click the FOLLOW button
and we're now following this site.
| | 00:24 | If I wanted to follow Inside Sport, I
simply click and choose FOLLOW. Now
| | 00:31 | when I go to Sites I'll see
that I'm following those two sites.
| | 00:36 | So I have control over what appears
here and what doesn't appear here.
| | 00:40 | I can follow a site for a while because
I'm interested in its content and then
| | 00:44 | when my focus or my job function
changes I can say I actually don't need to
| | 00:49 | follow this site anymore.
| | 00:51 | As you add sites to the list eventually
you will start to get suggestions about
| | 00:56 | sites that you could follow, I won't
get many suggestions from having just two
| | 01:00 | sites, but over time SharePoint is tuned
to say, well, based on your profile and
| | 01:06 | the people you follow and the sites
that you are following and the content
| | 01:11 | you're interested in, here are some
other sites that you might be interested in.
| | 01:14 | This is how the Site
feature works in SharePoint 2013.
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| Keeping track of your tasks| 00:00 | Every version of SharePoint, since the
very first one, has supported the ability
| | 00:04 | to have a task list, so that you
could create tasks, assign them to people,
| | 00:09 | watch them progress with
the tasks, and complete them.
| | 00:13 | But in SharePoint 2013 we have the
ability to synchronize personal tasks--our
| | 00:19 | own work between SharePoint and Outlook--
| | 00:22 | and this is a great feature.
| | 00:24 | So I am going to go to my Tasks list
and I have a couple of tasks, in case
| | 00:29 | you weren't with me earlier the way these
tasks got here was I was actually in my newsfeed.
| | 00:36 | And I saw something that I felt
I needed to do some more work on.
| | 00:42 | And so I decided that I would follow up on it.
| | 00:46 | So for example, I went to this item,
and one of my choices is to Follow up.
| | 00:51 | And if I choose Follow up as opposed to
Follow, it actually adds it to my Task list.
| | 00:58 | There we go, this is just so
convenient because I don't have to switch to
| | 01:04 | another window and log that
I want to follow up on this.
| | 01:07 | I don't have to email it to myself
like I do on some other social sites, I
| | 01:11 | really love this feature.
| | 01:12 | Then I can set it as
important or not important as I wish.
| | 01:16 | So I have the ability to sort my tasks:
Important and Upcoming--loving the
| | 01:21 | timeline-- Active tasks, Completed
tasks--actually I have finished this work
| | 01:27 | already, so when I look at Completed
tasks it will show me tasks that I have
| | 01:31 | completed after of course it does
its update--and I can search for tasks.
| | 01:36 | So this is a great view, but here is
where I believe the power of this is.
| | 01:41 | Let me switch over to Outlook for a minute.
| | 01:43 | I have tasks here in Outlook as well,
these are my current tasks, and they are
| | 01:48 | not related to my tasks in SharePoint.
| | 01:51 | When I synchronize to my iPhone, this is
the task list that gets synchronized.
| | 01:56 | So I would like to have
all my tasks in one place.
| | 01:59 | The easiest way to do that is to
synchronize my SharePoint tasks with my tasks
| | 02:03 | here in Outlook, and I am
going to do that from SharePoint.
| | 02:07 | So here I am, back in my Tasks list, and I
am going to choose Tasks > Sync to Outlook.
| | 02:15 | It says, it'll sync task between
SharePoint and my Inbox, work with them
| | 02:19 | anywhere, my changes show up in SharePoint.
| | 02:22 | Outlook tasks also show up here, in
other words if you don't want to read all
| | 02:26 | this, it's a two-way sync.
| | 02:28 | I am going to sync my tasks and
click OK. And this will take a second the
| | 02:33 | first time we do this.
| | 02:34 | If you have lots of tasks in
Outlook it will take a long time.
| | 02:39 | I'm going to refresh my screen.
| | 02:43 | Look at my active tasks, notice
that it's updating and here they are.
| | 02:48 | This task comes to me from Outlook, this
task from Outlook, the other three were
| | 02:54 | already in SharePoint,
let's go back to Outlook now.
| | 02:57 | All of my tasks are here, my
Outlook tasks and my SharePoint tasks.
| | 03:02 | So now when I complete a task somewhere,
like I book my travel, this will be
| | 03:07 | synchronized with SharePoint on
the next regular synchronization.
| | 03:12 | If I add a new task here to this list,
Register for the Home Expo, and I want
| | 03:19 | to do this next Thursday, due in five
days, Save & Close, I have a new task
| | 03:25 | here, and that will be synchronized in
the next regular synchronization with
| | 03:30 | Microsoft SharePoint.
| | 03:32 | So I have three different
Tasks lists here in Outlook.
| | 03:35 | The first my To Do List consists of
every task created in Outlook and every task
| | 03:41 | that I created by flagging an item and
making it something that needed action.
| | 03:46 | So if I was in email and flagged an
item or perhaps I flagged a contact so I
| | 03:50 | would remember to call or fax them,
it would show up on this list.
| | 03:54 | My Tasks list is all of the tasks that
I created in SharePoint for myself and
| | 04:01 | all of the tasks that I created here.
| | 04:03 | This Tasks list is actually a
synchronized list with a particular list in
| | 04:08 | SharePoint, it's not my personal list,
it's a specific list in the Inside
| | 04:13 | Homes SharePoint site. So let's go back.
| | 04:17 | Here we are, last updated, a few minutes ago.
| | 04:20 | I am going to simply refresh my page and
see if I get an update and I don't yet.
| | 04:26 | But I will on the last regular synchronization,
which is typically about every 20 minutes.
| | 04:31 | So this is one of my
favorite new features in SharePoint.
| | 04:34 | One of the things that I've always
struggled with, is how to maintain one
| | 04:39 | consolidated task list regardless of where I am.
| | 04:43 | I can have my tasks for my Microsoft
Project work synchronized with Outlook.
| | 04:47 | Now that I can synchronize my
SharePoint tasks there as well I have the ability
| | 04:52 | to manage my work far more
easily in SharePoint 2013.
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|
2. What's New with SharingUsing your SkyDrive for private documents| 00:00 | SharePoint 2013 includes a
revamped feature called SkyDrive.
| | 00:04 | It's actually named SkyeDrive Pro and
Microsoft is quick to point out that this
| | 00:09 | is the shortened version of its name.
| | 00:11 | But it's a library that you can
synchronize and use offline if you wish.
| | 00:16 | But basically a library that replaces
that live library that you may have used
| | 00:20 | with earlier versions of SharePoint
or even simply with Office or your
| | 00:24 | Microsoft ID, by default any
document that I save in my SkyDrive Pro is
| | 00:30 | private, until I place it in a folder
that I share with others or I change the
| | 00:34 | sharing permissions on it.
| | 00:35 | So this is a place for me to store
my organizational work that's more
| | 00:41 | personal or more private.
| | 00:42 | It's also a place to share information
with others, because I'm in charge of
| | 00:46 | the permissions here.
| | 00:47 | I may not have the full permissions
on a SharePoint site to create all the
| | 00:51 | document libraries that I'd like to
share with other people, but here I have
| | 00:55 | the ability to create folder and say, let's go
ahead and share this with some specific people.
| | 01:00 | Microsoft often will reuse names and
this is another case where it's less than
| | 01:05 | clear and less than helpful,
because the SkyDrive name is used in three
| | 01:08 | different ways in SharePoint and
in the newer versions of Windows.
| | 01:13 | When we go to Windows, you'll see a
SkyDrive here, and that SkyDrive is
| | 01:17 | connected to a Windows ID, so the
files that I see there aren't my SharePoint
| | 01:21 | files, this is actually
assigned to my live.com email account.
| | 01:26 | And I'll see all kinds of files there, but
they're not the files we saw just a moment ago.
| | 01:32 | Here in my SkyDrive, I am seeing a
different set of files and this isn't hosted
| | 01:37 | by Microsoft somewhere.
| | 01:38 | These files are hosted in
SharePoint by my organization.
| | 01:42 | So things that I save here
should be organizational files.
| | 01:45 | When I get ready to synchronize this
library or any other library, it's very
| | 01:51 | easy to do, there's a Sync button
and there is a movie later in this new
| | 01:56 | features course that will help you
learn everything you need to learn about how
| | 01:59 | you can synchronize your SkyDrive
Pro to your laptop for offline use.
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| Sharing documents, libraries, and sites| 00:00 | Another new feature of SharePoint 2013
is how easy it is to be able to share
| | 00:05 | sites, documents and libraries
with other users. So, for example;
| | 00:11 | here we are in our inside No
Obstacle site in a particular library.
| | 00:17 | Now here's a SHARE link right here,
when I point to it, it says, this Give
| | 00:21 | people access to this site, and this
is something that always is a little
| | 00:24 | confusing to me, I'm in a library, but
this is to share the entire site, that's
| | 00:29 | true, if I click FOLLOW, I'm
actually following this entire site.
| | 00:33 | So I'm going to click SHARE.
| | 00:35 | And it says it's already shared with
lots of people, I can click that link to
| | 00:39 | see who lots of people are.
| | 00:42 | And I can say, well, I'd actually
like to share it with specific people.
| | 00:47 | Notice that these are people
who I'm allowing to edit this.
| | 00:50 | My options are that I can select a
group or permission level for people.
| | 00:58 | And I could say, well, I would
actually like them to be able to view only.
| | 01:01 | Notice then that I'm inviting people
only to view, or because I have a lot of
| | 01:07 | permission here, I want
to give them full control.
| | 01:09 | So that's not something I am going to do lightly.
| | 01:11 | But the default here is Edit and I can
either enter everyone, which is everyone
| | 01:16 | who's in my site collection or I
can enter names or email addresses.
| | 01:20 | So if for example I wanted to enter
Jaryl, there's Jaryl Leonard and I'd say,
| | 01:26 | I'd like to invite Jaryl to
be able to edit documents here.
| | 01:30 | So that's the way I can share this entire site.
| | 01:34 | If I want to share the library, then
what I need to do is go to the ribbon, go
| | 01:40 | to LIBRARY and notice that under my
Settings I have a choice that's Shared With.
| | 01:47 | I can see who it's Shared With already,
which includes everyone, Jaryl is not
| | 01:51 | here because I actually didn't click to add
her and this is how I would share a library.
| | 01:57 | I click Invite People and now I'm
sharing documents, not the whole site, just
| | 02:02 | the library and it works exactly the same way.
| | 02:05 | I can invite people to edit and enter
names, email addresses of everyone or I
| | 02:10 | can show options and I can choose a particular
permission level that's based on the Library.
| | 02:16 | When I was seeing permissions for the
site, I was seeing group level permissions;
| | 02:20 | here I am seen rules that are
available to me in the library.
| | 02:24 | So I could say for example that I
wanted to invite somebody only to read or I
| | 02:28 | wanted to invite them to be able to contribute.
| | 02:30 | When they edit, they can actually edit
things that they didn't post, Contribute
| | 02:35 | would allow them to be able to read
and to post, but wouldn't allow them for
| | 02:39 | example to delete something
that you or I had contributed.
| | 02:42 | And so for example, I can say I'd like
Juan Ricardo to be able to contribute in
| | 02:50 | this library and I would click Share.
| | 02:53 | So that's how I share a Library.
| | 02:55 | How do I share a document?
| | 02:56 | Well, exactly the same way.
| | 02:58 | When I want to share a document, I'm
going to point to this item here called the
| | 03:02 | Callout, a little Open Menu opens.
| | 03:06 | And I could say I'd like to SHARE this.
| | 03:08 | Now once again, I can see who
it's shared with already if I want.
| | 03:12 | But I am going to go ahead and click
SHARE, and I have two possible choices at
| | 03:16 | the document level, they
either Can edit or they Can view.
| | 03:19 | There's no contributor, because
somebody already contributed this.
| | 03:24 | There's no full control, because
that's not relevant to a document.
| | 03:27 | So notice that when I get to the
document level, just two choices, can they edit
| | 03:31 | it or can they only see it.
| | 03:33 | So I could say for example that I'd like
Mark LaCie to be able to only view this
| | 03:38 | document, not edit it.
| | 03:39 | I would click Share and at that
point Mark would be able to see it.
| | 03:43 | So let's go ahead and share this with Mark.
| | 03:45 | So, three different ways to share, whether
I'm sharing a document, a library or a site.
| | 03:51 | Sites are shared here, libraries
are shared here, documents are shared
| | 03:58 | here using the callout.
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3. What's New with Libraries and ListsManaging documents with the callout feature| 00:00 | There are a number of new features for
lists and libraries in SharePoint 2013.
| | 00:05 | In earlier versions of SharePoint we
had a choice when we created a view as to
| | 00:11 | whether or not we wanted to attach an
edit menu to a particular document or if
| | 00:16 | we wanted to have a hyperlink that
would simply open it or none of the above
| | 00:21 | that we would have a document in the
list, but no real way to access it.
| | 00:25 | In 2013 that choice of whether or not
to attach a menu has been replaced with
| | 00:30 | something called the Callout feature.
| | 00:32 | And the Callout feature sits right here--
those three dots or that ellipsis--
| | 00:37 | that says there's more here if you simply click.
| | 00:40 | So when I look at a document I can
click and I have a series of choices here.
| | 00:46 | Information, as well as menu options.
| | 00:50 | The first is that I will see
information with the document's actual file name,
| | 00:55 | rather than simply the title.
| | 00:57 | When it was last modified and by whom,
the fact that it's shared and I can click
| | 01:03 | to find out who all it's shared
with to view more information.
| | 01:07 | Here I have the entire path for the file.
| | 01:10 | Then I have the ability to OPEN this
document, to SHARE the document with others--
| | 01:17 | on either an edit or a view basis.
| | 01:21 | To FOLLOW this document, so that I
continue to get alerts about it--something
| | 01:27 | that we talked about
earlier with social networking.
| | 01:30 | And then finally, another set of
ellipsis--or another menu--that allows us to: view
| | 01:35 | the properties, edit the document's
properties, check the document out, look at
| | 01:41 | its Compliance Details--a new feature--
launch any Workflows that are associated
| | 01:48 | with this document library that would be
available for this document, Download a
| | 01:52 | cCpy of the document, see who
it's shared with, or Delete it.
| | 01:57 | So we have a lot possibility baked
into this particular feature, all of our
| | 02:03 | document management in
one place using the Callout.
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| Moving files with drag and drop| 00:00 | If you've ever needed to move a large
number of documents into a SharePoint
| | 00:04 | library or libraries then you've wished
that you had the ability to use drag and drop.
| | 00:09 | Now in some settings you already do.
| | 00:11 | You can open Windows Explorer and use it.
| | 00:14 | Sometimes you're allowed to do that and
sometimes you aren't based on your own
| | 00:17 | permissions and the permissions
that are set up for the site by the
| | 00:20 | administrator or owner.
| | 00:22 | But with SharePoint 2013 you can
actually drag and drop files all the time.
| | 00:28 | It's just a little bit trickier than
it seems like, because you'll find for
| | 00:32 | every document app or every document
library it places this drag file here you
| | 00:37 | might wonder how would I drag anything here.
| | 00:40 | Well, it helps to remember that your
Windows' windows, your Windows Explorer's
| | 00:45 | windows actually are living on the desktop.
| | 00:47 | So the first thing that we need to do
is get out of this view formerly called
| | 00:50 | Metro view and get into a desktop view
of our browser so that we can drag one
| | 00:56 | item on a desktop to
another item on the desktop.
| | 00:58 | The easy way to do that is just to right-
click and to open up the Page tools and
| | 01:05 | choose View on the desktop.
| | 01:07 | Now when I click what's going to
happen is this page will remain.
| | 01:11 | When I want to get back to it,
it'll be really easy.
| | 01:13 | And a new browser session will be set
up with this window in it. Here we go.
| | 01:19 | Here I am in my new window.
| | 01:20 | It looks a lot like my old window,
but because I'm on the desktop I can now
| | 01:25 | access any kind of drive that I wish.
| | 01:27 | So I can grab something from my computer.
| | 01:29 | In this particular case I want to grab
something out of a file that's on a USB drive.
| | 01:34 | So I'm going to open it up.
| | 01:36 | These are items that are
going into this document library.
| | 01:40 | I've already done some
organization of these items.
| | 01:42 | So I'm simply using the USB to move them around.
| | 01:44 | I want to select them all and then I'm
going to drag them and notice as I drag
| | 01:49 | them to get a Drop here area that opens up.
| | 01:53 | That won't happen unless I've
opened the browser on the desktop.
| | 01:57 | Go ahead and click and
let's watch what's happening.
| | 02:00 | I already had one document that I'd
moved here and now I have 0 of 3 complete.
| | 02:05 | I have a progress bar that tells me
that these are actually been copied.
| | 02:09 | Even if it says moved because I am
dragging between two different drives.
| | 02:13 | It's going to make a copy.
| | 02:16 | Each of these has a little cycling going on.
| | 02:19 | It's almost done now.
| | 02:23 | Here are my new documents and it says the
Upload is completed 3 documents have been added.
| | 02:27 | And this Dismiss is to dismiss this message
that lets me know that the job has been done.
| | 02:32 | So I can come back and say, "Oh, yup.
| | 02:34 | Those we're all uploaded."
| | 02:35 | That's a great thing.
| | 02:36 | So I'm going to go ahead
and dismiss this message.
| | 02:39 | Now as I said it's really easy for me
to get back to that other window because
| | 02:43 | in fact, it's still open.
| | 02:46 | If I just go ahead and close this
browser window here and go back to Windows 8,
| | 02:52 | click on Internet Explorer.
| | 02:53 | Here I am right where I was before.
| | 02:55 | But of course I have one
more thing that I need to do.
| | 02:59 | Which is I'm going to need to refresh
this page so that it can show me the
| | 03:03 | document library as it exists now
with the new items that I dragged in.
| | 03:08 | So dragging and dropping items: a very,
very easy way to populate your picture
| | 03:12 | libraries and your document libraries
as long as you remember to use the Page
| | 03:17 | Settings to go ahead and view
this page on the Windows desktop.
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| Syncing libraries to your computer using SkyDrive Pro| 00:00 | A new feature in SharePoint 2013 has
the ability to synchronize a library from
| | 00:06 | SharePoint with your local
computer for offline use.
| | 00:10 | For example you're going to be on a
train for awhile, the Internet connectivity
| | 00:15 | isn't all that good.
| | 00:16 | So, what you would like to do is grab
this set of documents from the LIBRARY, and be
| | 00:20 | able to take a copy on your
laptop, use them on the train.
| | 00:25 | And then when you arrive at your
destination--you're in your hotel later tonight--
| | 00:29 | you can reconnect and synchronize all
the changes that you've made back to this
| | 00:33 | Library, that's how this works.
| | 00:35 | One of the libraries that
you can sync is your SkyDrive.
| | 00:41 | To synchronize your SkyDrive all you need
to do is go to your SkyDrive and click SYNC.
| | 00:46 | You will be asked do you want to
switch from SharePoint to SkyDrive Pro.
| | 00:52 | This is a little confusing, because
Microsoft has named this SkyDrive your
| | 00:57 | SharePoint SkyDrive, SkyDrive Pro
and it's also named the synchronization
| | 01:02 | software SkyDrive Pro (Desktop) for the
desktop, but we will say Yes.
| | 01:07 | Sync the a library 'Documents' from
Gini Courter notice that it's going to put
| | 01:11 | it under favorites in Windows
Explorer, and it says it will save it here.
| | 01:16 | I can choose a different place, a
different location, if I wish, but this is
| | 01:19 | fine, and I'm going to say Sync Now.
| | 01:24 | The first time obviously it takes a
little bit longer, because none of the
| | 01:29 | documents are here yet.
| | 01:30 | If it's a large library
it can take quite a while.
| | 01:34 | So, this is not an activity to
reserve until you are packing your office and
| | 01:39 | trying to get out the door. Do this a
little earlier if you have a large library.
| | 01:43 | But here we go, we have SkyDrive Pro
here in my Favorites and these are my
| | 01:50 | documents: those that are Shared with
Everyone and the Storage Guidelines that I
| | 01:54 | had saved earlier in my
SkyDive that's a private document.
| | 01:58 | Let's return now to SharePoint,
because I have some other documents that I'd
| | 02:04 | like to take with me. This is the other
document library that like to take, and
| | 02:16 | it also has a SYNC button every
library in SharePoint has a Sync button.
| | 02:20 | So, I'm going to click SYNC, "Did
you mean to switch apps?" Yes I did.
| | 02:25 | We will save the library
here, this is the same place.
| | 02:31 | I could create a folder for this, but
there's really no need and SkyDrive Pro is
| | 02:36 | synchronizing that document
library with my laptop right here.
| | 02:40 | Here they come, the last one is taking a little
bit longer. I have almost all of my documents.
| | 02:49 | There we go.
| | 02:54 | So, I have got my documents here,
I'm ready to leave the office. I'm going
| | 02:58 | to shutdown my laptop and we are going to
see what this experience is when I'm offline.
| | 03:06 | So, I need to edit the No Obstacles
Story, the version we did in November of
| | 03:10 | 2012. It needs a little cleanup;
it was never really finished.
| | 03:14 | So, I'm going to open this document in
Microsoft Word. I am opening it from my
| | 03:19 | local machine; this is a local copy.
| | 03:21 | So, even if I'm normally prompted to
approve opening documents from SharePoint I
| | 03:26 | won't because it's right here.
| | 03:28 | Notice, that I have an alert that says
this is an offline copy of the server
| | 03:32 | document, it was last up-to-date on the
27th and at what time, and it shows me
| | 03:37 | that this is an offline copy.
| | 03:40 | So, what I'd like to do is: we have a few
changes that we knew we wanted to make,
| | 03:51 | and I could make other changes as well.
| | 03:54 | All right and I'm ready to Save this document.
| | 04:04 | Notice on the Status bar it says that I
have an UPLOAD PENDING, here's my alert
| | 04:10 | and I'm now going to close this
document, and there was an alert that said we
| | 04:14 | have saved your changes, we have saved
them locally and we are waiting till we
| | 04:18 | reconnect to the server.
| | 04:19 | I can go ahead and close Microsoft Word.
| | 04:22 | Notice when I look at the icon for the
No Obstacle Story they did it actually
| | 04:27 | shows that it needs to refresh.
| | 04:29 | So, I can easily tell which documents
I've edited, and which ones I haven't.
| | 04:35 | I'm done with my work, I'm ready to
close my computer, go to my hotel room, and
| | 04:41 | connect to my SharePoint site once again.
| | 04:43 | So as soon as I connect to my SharePoint
server, SharePoint and SkyDrive Pro are
| | 04:49 | automatically synchronizing this document.
| | 04:51 | Notice that my changes have already been
taken care of, there was nothing that I
| | 04:56 | needed to do, I didn't have to restart
Microsoft Word, I didn't even have to
| | 05:00 | visit the SharePoint site.
| | 05:02 | All I needed to do was to
connect to SharePoint, SkyDrive Pro
| | 05:06 | automatically synchronized.
| | 05:08 | So, this is how you can easily
synchronize document libraries to your computer.
| | 05:13 | If I wish I can synchronize this
document library now, and synchronize a
| | 05:17 | different document library later.
| | 05:19 | It doesn't really matter which
libraries I want to sync at a time, because
| | 05:23 | any library I go to is going to
give me the ability to synchronize to
| | 05:28 | Microsoft SharePoint.
| | 05:30 | I can synchronize up to 20,000 files
and folders out of my SkyDrive using
| | 05:36 | SkyDrive Pro, and another 5000
documents and folders in document libraries.
| | 05:41 | No Library can exceed more than
2 GB, or it won't all download.
| | 05:47 | So, I might want to unsynchronize a
library and in order to do that I actually
| | 05:52 | need to go out to Windows and in my system tray;
| | 05:56 | I'll see this icon for this SkyDrive Pro.
| | 05:58 | I can right-click and choose Stop
Syncing a Folder and say for example, I no
| | 06:03 | longer want to Sync SkyDrive Pro, it
says this will permanently stop syncing it,
| | 06:09 | I'll say, "Yes," and that's just fine and
the next synchronization I'll no longer be
| | 06:15 | synchronizing SkyDrive Pro.
| | 06:18 | Now you might be wondering at this
point: "Didn't I actually have this
| | 06:22 | functionality in SharePoint 2010? As a
matter of fact, didn't I have it with
| | 06:26 | Office 2007? Wasn't it a cool
synchronization application called Groove?
| | 06:31 | And then it was renamed SharePoint
Workspace in Office 2010." And the answer
| | 06:36 | would be yes and SharePoint Workspace has
been replaced with SharePoint Pro on the desktop.
| | 06:44 | Some of us aren't going to be excited
about that because in fact Groove and
| | 06:48 | then SharePoint Workspace offered us some
capability that SkyDrive Pro doesn't replace.
| | 06:54 | With Groove I had the ability to work
with folks who weren't on my SharePoint
| | 06:58 | server, who weren't even on my network.
| | 07:00 | And I took those applications
that I had in Groove and used them in
| | 07:05 | SharePoint Workspace.
| | 07:06 | So, for example we had groups of folks
doing disaster response, who were able
| | 07:10 | to Share Information with Groove or
with SharePoint Workspace and that's not
| | 07:15 | here with SkyDrive Pro.
| | 07:16 | Additionally in SharePoint Workspace, I
had the ability to synchronize not just
| | 07:21 | libraries but lists, and that's gone too.
My strategy for those will probably be
| | 07:26 | to turn to Excel in order to synchronize list.
| | 07:29 | And if you wish to continue running
SharePoint Workspace, you will want to be
| | 07:33 | attentive to how you
uninstall the rest of Office 2010.
| | 07:36 | You'll find help for this online.
| | 07:39 | Whether or not you use SharePoint
Workspace and whether or not you've ever
| | 07:43 | wanted to synchronize your work efforts
with folks outside of your organization.
| | 07:47 | I think you'll find a lot of power
with SkyDrive Pro and its ability to take
| | 07:52 | files and folders offline.
| | 07:55 | And its ability to allow you to work
with the same set of folders and files, no
| | 08:00 | matter what computer you log in on.
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| Introducing apps for SharePoint| 00:00 | One of the significant changes in
the SharePoint 2013 is the ability for
| | 00:06 | developers to create apps for use in SharePoint.
| | 00:09 | This provides a great deal of
extensibility and is really going to empower end users.
| | 00:14 | And maybe let information technology
staff off the hook a little bit because
| | 00:19 | users will be able to find many sources
for extensibility for their SharePoint sites.
| | 00:25 | Additionally the apps can be
built with such a wide range of tools:
| | 00:30 | ASP.NET, Apache, C#, Java and PHP.
| | 00:35 | We're not stuck with just using one
particular set of tools to build apps.
| | 00:39 | The entire world is available and
because of that there are already apps that
| | 00:43 | Microsoft is promoting that
are available from the App Store.
| | 00:47 | Here we are in our SharePoint site and we
would like to be able to add an app to our site.
| | 00:53 | When I click add an app, I'm going to
see all of the lists and libraries that
| | 00:57 | we're available in prior versions of
SharePoint, some new lists and libraries,
| | 01:02 | but I'm also going to see things like
this app, a World Clock and Weather that
| | 01:06 | was provided by Bamboo Solutions Corporation.
| | 01:09 | And if I want to see even more apps all I
need to do is click on the SharePoint Store.
| | 01:15 | And if wanted look at all apps you'll
see some Featured Apps ranging from Trend
| | 01:20 | Analysis to Workflows, from Chats to News apps.
| | 01:26 | All of this has been created so quickly that
even SharePoint can say there is an app for that.
| | 01:31 | We have Communication apps;
| | 01:33 | we have a small number of Education apps.
| | 01:35 | And this is simply going to continue
to grow, because there has always been a
| | 01:39 | core group of companies, who were
building specific solutions for SharePoint.
| | 01:45 | This is just going to open the door to
more and more developers being able to
| | 01:50 | create applications.
| | 01:51 | Even the Free apps need to be
downloaded by someone with permissions.
| | 01:56 | And when I first started working on
my particular SharePoint server those
| | 01:59 | permissions hadn't been turned on.
| | 02:01 | So you'll need to be sure that you
have been granted the appropriate set of
| | 02:04 | permissions to be able to
download apps form the store.
| | 02:07 | And a different set of permissions are
required if you want to spend money to
| | 02:10 | buy apps from the store.
| | 02:12 | But this is the bold new world of
SharePoint, where instead of waiting and
| | 02:18 | putting in a request to get to say, "We
need to have a custom web part to be able
| | 02:23 | to do this particular piece of work."
| | 02:25 | We can now go out and download apps
from a common marketplace with millions
| | 02:30 | of SharePoint users.
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| Creating lists on the fly| 00:00 | SharePoint 2013 lets you create lists
in much the same way that you would create
| | 00:05 | them in Excel: in an ad-hoc fashion
where we begin entering data and add
| | 00:10 | columns as we need them.
| | 00:12 | Let's see how we can use the Custom List with
Datasheet View app to create a list on the fly.
| | 00:19 | Let's go to Site Contents, choose add an app.
| | 00:25 | And now we'll scroll down to
Custom List in Datasheet View and click.
| | 00:32 | We need to give this a name remember
that you're actually providing a URL here,
| | 00:36 | so a short name would be good.
| | 00:37 | And the list that I want to create in
my sports team site here is a list of
| | 00:42 | teams and their sport and organization name.
| | 00:45 | So it'll have 3 columns and this is
really about, TeamSports, so I'll click
| | 00:52 | Create and here's our new list.
| | 00:55 | I can either click here in the Recent
list to open it or click here in my app,
| | 01:01 | and it opens in Datasheet View in Editing View.
| | 01:04 | So the first column of course
is to be able to select items.
| | 01:08 | The second is a Type so we were storing
documents here for example we would be using this.
| | 01:13 | And the third you know we have the
ability to have a title, but I want to rename
| | 01:18 | this because what I want is Team Name.
| | 01:22 | And I could type a team in here for
example, "Lakers" or "Los Angels Lakers."
| | 01:38 | Now we're going to add a column and it's
another Text column and this is the "Sport."
| | 01:45 | And in this case the sport
we're going to put is "Basketball."
| | 01:51 | And now we have an Organization Name--
again more text--and in this case the
| | 01:59 | organization name is "NBA."
| | 02:02 | So that's how this works.
| | 02:03 | We simply added text and columns.
| | 02:07 | If we wanted to add Numbers, Dates and Times
or Person or Group, we could do that as well.
| | 02:12 | So let's say this is information about
what we have in stock or how many we want
| | 02:17 | to order in inventory kind of setting.
| | 02:19 | We just that we do want to choose a Number
and we choose Number for example "In Stock."
| | 02:26 | And we type a number you'll that it
actually behaves just as we expect a Number
| | 02:31 | to behave in Excel, its right
justified because it's a numeric value.
| | 02:36 | If we want to insert a column of a
type that's not shown here, simply choose
| | 02:39 | More Column Types and you'll end up
in the same Add a Column setting that
| | 02:44 | would've been in earlier versions of SharePoint.
| | 02:46 | Where you can be very specific about what type
of information you want to put in this column.
| | 02:52 | If most of the columns you want to
insert aren't Text, or Numbers, or Dates
| | 02:57 | and Times, or People,
| | 02:58 | you might consider using the regular
Add Custom List app in order to do that.
| | 03:04 | But this works just fine.
| | 03:06 | To determine what kind of information
I'd like to have at the same that I'm
| | 03:11 | laying out my brand new list.
| | 03:14 | When I'm all done I simply
choose Stop editing this list.
| | 03:17 | And I have a regular list item in my new
Custom List created in SharePoint 2013.
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| Managing and playing videos| 00:00 | The SharePoint Asset Library is a
vastly improved feature in SharePoint 2013.
| | 00:06 | There are also some new ways that you
get to work with both rich media and
| | 00:11 | video here in 2013.
| | 00:13 | And the two of those come
together in some really powerful ways.
| | 00:17 | So, I'm looking at a library called Sport
Assets in my Inside Sports SharePoint site.
| | 00:22 | Let me show you first how I created this.
| | 00:26 | All I did was go to Site Contents, and
added a new app, and the new app is of
| | 00:31 | the Asset Library type.
| | 00:33 | So, here we are in our Asset
Library, and it has images.
| | 00:38 | We're seeing thumbnails now.
| | 00:39 | We could take a look at in All
Assets view; really similar.
| | 00:44 | And these are all videos.
| | 00:47 | So, if I click on a video, what we'd
like to have happen and what's actually
| | 00:51 | going to happen are two different things,
and I'll talk to you a bit about why.
| | 00:56 | When I click, I am actually taken to a
custom page for this particular video,
| | 01:02 | and that's amazing and wonderful.
| | 01:04 | The other thing I have is the
opportunity to install Microsoft Silverlight.
| | 01:08 | That's not so great because
we've actually installed it already.
| | 01:11 | We're running the latest and greatest here.
| | 01:13 | We're running Windows 8 and we
are running Internet Explorer 10.
| | 01:17 | And Internet Explorer 10
doesn't support add-ins including
| | 01:21 | Microsoft Silverlight.
| | 01:22 | So, when you see this, don't spend a
lot of time downloading the media, you can
| | 01:26 | do that and install it repeatedly.
| | 01:28 | But your best bet actually, I'd like to
view this page on the desktop in a browser.
| | 01:34 | When I do that, I actually see the
video because Silverlight works here.
| | 01:43 | So, that's the first thing.
| | 01:44 | Don't be discouraged by what you're
seeing when you're looking at the Metro view
| | 01:48 | of Internet Explorer 10.
| | 01:50 | I spend much of my time working in
SharePoint in the desktop because
| | 01:56 | everything seems to work here.
| | 01:59 | So, here's everything else about
this that we'd like to know. First,
| | 02:02 | not only do we have files in
LIBRARY, we also have MANAGE.
| | 02:06 | That's the first thing.
| | 02:07 | So, we can manage our
rich media and video assets.
| | 02:11 | And by rich media, what we
really mean is audio and video assets.
| | 02:16 | The second thing is I have the ability to
attach related information to this video file.
| | 02:23 | This is fabulous because what this means
is, I can have a video and its metadata
| | 02:28 | is often going to be a document or
another audio file or another image, and
| | 02:32 | they're all related because when I want
to show a video, I might want to have a
| | 02:36 | static image there first.
| | 02:38 | So, I have the ability to upload other
information, and so I'm going to go ahead and do that.
| | 02:44 | I'm going to add a new item, and the new
item I am going to add is sitting on my
| | 02:49 | desktop. It is a JPEG of this video.
| | 02:55 | So, here comes surfer_Fred, and
we're just going to add surfer_Fred here.
| | 03:00 | So, I am going to provide some, this
is "Surfer Fred opening shot," and I don't need to supply any
| | 03:16 | keywords, and this is when the
picture was taken, Copyright, we own this;
| | 03:25 | go ahead and save this.
| | 03:29 | So, here's our surfer_Fred image,
and we'll take a look real quick.
| | 03:34 | That's what it looks like. That's great!
| | 03:36 | So now when I want a static image
anyplace in front of this video including, for
| | 03:41 | example, in PowerPoint--where I can have
a static image that appears in a slide,
| | 03:45 | click it, and the video runs. I can do
that in PowerPoint as well as on the web.
| | 03:50 | The other thing I can do
though is I can manage this video.
| | 03:53 | So, I'm going to click
MANAGE > Manage Video Renditions.
| | 03:57 | I can have multiple versions of this video.
| | 04:00 | The one I have here is pretty high res.
| | 04:02 | But I might want a lower bit rate
video that I can use on smartphones.
| | 04:07 | I might want a lower bit rate video that I
can use if I just want a lower bit rate video.
| | 04:12 | So, what I can do is Upload other
Video Renditions that we've created.
| | 04:16 | I actually have two of them, and
we've put those on the desktop as well.
| | 04:24 | Here is the first one.
They are video, so it takes a little bit.
| | 04:29 | It says this shouldn't take too long.
| | 04:33 | So, this is a Video Rendition.
| | 04:35 | It knows exactly what kind of
document it is because I clicked Upload Video
| | 04:39 | Rendition to upload it.
| | 04:41 | This is "Surfer Fred - low."
| | 04:45 | Now, what I can do if I wish is I can
actually assign a preview image to any one
| | 04:54 | of these video versions.
| | 04:56 | And that's where the JPEG that we
took earlier comes in handy, because if I
| | 05:01 | wish, I can put that in here.
| | 05:03 | Now, I have to go get it, so we
are not going to do that right now.
| | 05:07 | But that's a great thing to do.
| | 05:09 | So, let's go ahead and save this.
| | 05:11 | We'll do that in a minute.
| | 05:12 | There is our low-res, and now let's go
pick up the version that we're going to
| | 05:16 | use on our mobile site.
| | 05:28 | This is "Surfer Fred - mobile."
| | 05:30 | We are going to click Save.
| | 05:35 | So, three very different versions:
SPORT_surfer_Fred--really dense--
| | 05:42 | SPORT_surfer_Fred_mobile--much, much smaller file.
| | 06:00 | So, a user now can choose full screen,
they can choose to get the code to embed
| | 06:06 | this someplace else, or
they can switch renditions.
| | 06:10 | So, this is what 19
kilobytes a second look like.
| | 06:14 | Let's play it again.
| | 06:19 | So, there is our mobile version;
| | 06:25 | a little better; and
finally, just plain excellent.
| | 06:33 | So, although we have three different
files, they are all versions of this and we
| | 06:37 | want to keep them all in one place.
| | 06:40 | So, that's how we get to manage our rich
media and video assets here in SharePoint.
| | 06:47 | So let's go back and add that
surfer_Fred image now as our preview.
| | 06:54 | I can click the Callout.
| | 06:57 | There is where image lives. Copy that.
| | 07:02 | Let's go back into MANAGE
> Manage Video Renditions.
| | 07:06 | And the time I am most likely to want
to use that--well, there are two times
| | 07:10 | with both of these actually.
| | 07:12 | So, let's go ahead and say that we
would like to go in and edit the properties
| | 07:20 | of our original video.
| | 07:23 | So, it's a Video Rendition
like all of the others are.
| | 07:26 | But let's put in a preview image URL.
| | 07:30 | There is our preview image.
| | 07:31 | So we would see "surfer_fred.jpg."
| | 07:34 | Then a user could click and actually see more.
| | 07:37 | Remember that what we'd like to do
always when we have a static image is we
| | 07:41 | like to provide some information that
would allow someone who is using a screen
| | 07:45 | reader or screen scraper to know what this
is. And so, this is "Image of Surfer Fred."
| | 07:55 | And let's say okay and Save this.
| | 07:56 | So, even though I didn't have an image
at first, it wasn't that difficult to go
| | 08:00 | back and add it afterwards.
| | 08:02 | And before I Save, one more thought
here is, by default, the video with the
| | 08:07 | lowest bit rate is the
one that we're going to see.
| | 08:10 | So, what I'd like to do is
actually use this one here in the middle.
| | 08:14 | This gives us about four times faster
than the original, but not as fast as
| | 08:19 | the mobile would be.
| | 08:21 | So, it's a good interim resolution here.
| | 08:25 | It's a good midrange resolution.
| | 08:28 | That looks pretty good.
| | 08:30 | And our users who work with this all
the time will appreciate that this video
| | 08:33 | gets here really quickly,
that they can look at it,
| | 08:36 | But they also have the ability to say,
"I'd like to change to a different video,
| | 08:41 | a different resolution."
| | 08:46 | These two things together--an Asset
Library that's been revamped, and then this
| | 08:50 | new capability for my work with rich
media and video, put together--create an
| | 08:56 | amazing user experience in SharePoint.
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|
|
4. What's New with Templates and Web Content ManagementExploring new and retired site templates| 00:00 | SharePoint 2013 server offers a vast
array of templates right out of the box.
| | 00:07 | So you can choose different templates
based on what it is your users need to do.
| | 00:12 | Let's take a look at the templates
that are built into SharePoint 2013.
| | 00:18 | First, there are the collaboration
templates and you're going to use those a lot.
| | 00:22 | Our basic Team Site template is there.
| | 00:24 | It comprises the majority of
the sites created in SharePoint.
| | 00:29 | But another kind of
collaboration template is a Blog.
| | 00:32 | There is a Developer Site, and the
Developer Site is used so that developers can
| | 00:37 | build new apps for use
with Office and SharePoint.
| | 00:42 | You may or may not need a Developer Site.
| | 00:44 | If you create projects, the Project
Site is a lot like a team site, but with
| | 00:50 | some additional apps enabled by default.
| | 00:52 | I've highlighted this as a new site as
well not because it's new, but because
| | 00:56 | it's been reorganized.
| | 00:58 | If you're familiar with some of the
older versions of Project Site where you had
| | 01:02 | things like Risks and Rssues lists built-in
automatically, you don't get that
| | 01:06 | now. It's an opportunity for you to
create your own custom template for projects
| | 01:10 | that would reflect the
needs of your organization.
| | 01:13 | Community Sites are sites that allow
community members to get together, to
| | 01:18 | explore different content, and to talk
about it, to have a micro-blog that will
| | 01:24 | allow them to chat about whatever the
topics are that are important to them.
| | 01:28 | There are a wide range of Enterprise
site templates, the Document Center which
| | 01:33 | is used to manage documents either in
your enterprise, or for a document-centric
| | 01:37 | team, the new eDiscovery Center
that's used to manage content that may be
| | 01:43 | required for evidentiary purposes, a
Records Center that's used to manage
| | 01:48 | important content in your organization
that's not necessarily of the type that an
| | 01:53 | eDiscovery Center is required.
| | 01:55 | However, your eDiscovery Center can
search both your Document Center, your
| | 02:00 | Record Center, and every other site here.
| | 02:03 | So, if right now you want a Record
Center, later you can add an eDiscovery
| | 02:07 | Center and that capability.
| | 02:09 | The Business Intelligence Center has
also been redesigned--modified in some ways
| | 02:14 | that make it a little easier to use.
| | 02:16 | And the Business Intelligence Center is
where we are going to provide access to
| | 02:20 | business intelligence information that
we create with Excel or other products.
| | 02:24 | You would have seen the Enterprise
Search Center in the last version of
| | 02:28 | SharePoint, and it was required if
you wanted to do things like search for
| | 02:32 | people in the organization.
| | 02:34 | It's not needed for that purpose in
SharePoint 2013 because some of those search
| | 02:40 | verticals are already
built into SharePoint Search.
| | 02:44 | But it's still a useful type of a
site to set up if you want to create some
| | 02:49 | custom searches for users.
| | 02:52 | My Site Host is the template that's used to
provide the content that you see on profile pages.
| | 03:00 | A Community Portal is a place
where you host community sites.
| | 03:04 | So, what you can do is say here are these
communities that exist in our organization.
| | 03:10 | If you'd like to join one of them,
this is the place to go find them.
| | 03:14 | So, an employee or another user in
your organization could go search on the
| | 03:18 | Community Portal to find a group of
people who were interested in, for example:
| | 03:23 | purchasing, or a group of people
interested in raising money for a particular
| | 03:27 | charitable cause, or people who are
interested in SharePoint or Office 365.
| | 03:34 | The Basic Search Center allows
you to create a basic search center.
| | 03:39 | If you wanted more capability,
you would probably move up to the
| | 03:41 | Enterprise Search Center.
| | 03:43 | But there are times still that you
might want to create and customize a search
| | 03:47 | experience because you have
access to some new search tools.
| | 03:52 | The Visio Process Repository is a
place that you can share Visio diagrams.
| | 03:58 | So, let's imagine that your
organization was in the process of doing a business
| | 04:03 | analysis of many of your workflows, your
processes, and you wanted to keep those somewhere.
| | 04:09 | Perhaps, solely to print them and to
view them, and review them, but perhaps
| | 04:14 | also to serve as a place that you could
hang on to them because you were going
| | 04:17 | to be automating those processes later.
| | 04:20 | So, this is a particular kind of site.
| | 04:23 | You can still create this kind of site,
and we'll talk more about it in a moment.
| | 04:27 | And then finally we have
the Publishing Templates.
| | 04:29 | A Publishing Portal which is used if
you're going to create a really large site
| | 04:35 | internally or often for customer facing
or Internet facing sites. An Enterprise
| | 04:41 | Wiki for information across your
enterprise that you would like people to be able to
| | 04:46 | enter, to edit freely, and to share.
| | 04:49 | So this might be, for example, a
place that you would put field guides for
| | 04:53 | installing custom equipment that you
sell, or just information on how you can
| | 04:57 | best do your job in your organization.
| | 05:00 | Finally, a Product Catalog is a brand-
new category, and Product Catalogs are
| | 05:06 | part of cross-site publishing
which we'll talk about in a bit.
| | 05:10 | So, this is the collection of templates;
| | 05:12 | some of them are not installed
until you've met other requisite
| | 05:16 | pre-installation requirements.
| | 05:18 | So, if you go to create a new site and
you don't see all of these, talk to your
| | 05:22 | administrator or if you are the
administrator, do some research and find out
| | 05:27 | what you're missing. That, for example, the
Community Portal isn't turned on or the
| | 05:31 | Publishing Portal isn't available.
| | 05:34 | Good news and bad news;
| | 05:36 | we have new templates but we also
have templates that are being deprecated.
| | 05:40 | If that's not a term you're
familiar with, it means that they're still
| | 05:43 | supported, but they won't be for long.
| | 05:45 | So, they're not a good
foundation for you to build on.
| | 05:49 | So, here are the site templates that
are supported in SharePoint 2013, but will
| | 05:54 | not be supported in the next major release.
| | 05:56 | The Document Workspace site, which
was used to be able to allow a group of
| | 06:02 | people to work on a document together.
The Personalization site, all of the
| | 06:07 | Meeting Workspace sites, and the
Group Work site, and the Custom Group Work
| | 06:12 | solution that went along with it.
| | 06:14 | So, all of those sites are supported
if you have a SharePoint 2010 server or
| | 06:21 | 2007 server, and you migrated and you
have existing Document Workspace sites,
| | 06:26 | Meeting Workspace sites and so on, they
are still supported in this version, but
| | 06:31 | they will not be in the next major release.
| | 06:33 | And you can't create new ones in this version.
| | 06:36 | The Visio Process Repository template
is still available, and you can still
| | 06:40 | create a Visio Process Repository site.
| | 06:43 | But it will be removed in the next version.
| | 06:45 | So, you might want to consider other
ways to be able to store your Visio
| | 06:50 | Processes now rather than building new
Visio Process Repositories. So, that's it!
| | 06:56 | New templates, templates that aren't
with us anymore, new ways to work in
| | 07:00 | SharePoint 2013, this is the entire collection.
| | 07:04 | Few of us use all of these templates.
| | 07:06 | But part of making SharePoint work
well for you is knowing which templates of
| | 07:11 | the available templates to use so
that your SharePoint sites best meet the
| | 07:16 | needs of your users.
| | Collapse this transcript |
| Authoring web content| 00:00 | There are a handful of new Authoring
and Web Content Management features in
| | 00:05 | SharePoint 2013. Some of them though
are exactly the kind of features that make
| | 00:11 | users very happy because things that
haven't worked quite like they should
| | 00:15 | have, will begin to work in ways
that users will appreciate more.
| | 00:19 | For example, this is just a little
thing, but many times I've wanted to copy
| | 00:25 | content from Microsoft Word and paste
it into a rich-text editor Web Part and
| | 00:30 | the Word formatting has
always created a problem.
| | 00:34 | Now in SharePoint 2013, any web
parts that support rich text also support
| | 00:39 | Word formatting. So do the Content
Editor Web Part and any HTML field control
| | 00:46 | that sits on a page.
| | 00:47 | So, I can copy and paste from Word and
that will be fabulous, not just for me,
| | 00:51 | but for many, many other users.
| | 00:54 | In SharePoint 2010, the Variations
feature was used for a number of things:
| | 00:59 | language, but also geography,
and location within an organization.
| | 01:05 | In earlier versions of SharePoint,
Variations were used to make content
| | 01:09 | available to people based on their
language, but also on their country, their
| | 01:13 | region, whatever mobile device they used
or however your organization decided to
| | 01:19 | deliver out content, you could
create your own variations.
| | 01:23 | In SharePoint 2013, when we talk
about variations, we only mean variations
| | 01:28 | around language, its
support for multilingual sites.
| | 01:31 | Some of those other variations from
SharePoint 2010 are handled in different
| | 01:36 | ways. For example different mobile
devices are now handled through channels.
| | 01:40 | Corporate branding can also
be handled through channels.
| | 01:43 | So, when we take a look at variations,
we mean the ability to have content
| | 01:49 | and to deliver it to a user in their preferred
language based on settings in their web browser.
| | 01:55 | SharePoint Server 2013 has an
integrated translation service, so if you are
| | 02:01 | authoring content, you'll be able to
select content that you want to export and
| | 02:06 | determine whether the content requires
human translation or it could be handled
| | 02:11 | with machine translation.
| | 02:13 | You can also use translated content
across multiple site collections using
| | 02:18 | another feature that we will
talk about in just a minute.
| | 02:20 | And that would actually be a
recommendation because Microsoft recommends that if
| | 02:25 | you have multilingual content that you
separate that content by language into
| | 02:30 | different site collections
to best be able to manage it.
| | 02:35 | We also have new Web Content Management
features, for example a Content Search
| | 02:40 | Web Part, that's just amazing.
| | 02:42 | With the Content Search Web Part, you
have the ability to customize queries and
| | 02:48 | to create very specific
searches for users on your site.
| | 02:53 | One of the ways you do that is through
the use of Refiners and we see them in
| | 02:56 | the Content Search Web Part.
| | 02:58 | A Refiner is a category of information
that's available. For example, if one of
| | 03:03 | the columns used in your site is
"department," then when you use the Content
| | 03:08 | Search Web Part--and some other
features in SharePoint as well--a refiner will
| | 03:13 | appear that will allow you or a user
automatically to choose a particular
| | 03:19 | department, one specific
department out of the refiner.
| | 03:23 | So it's sub-filter for search terms.
| | 03:26 | You could also think of it, if
you're familiar with Excel as you would
| | 03:29 | for example, a slicer.
| | 03:30 | But it's very specific to filtering.
| | 03:33 | In terms of branding, this is amazing.
| | 03:36 | Until now in every version of
SharePoint, you needed to use Visual Studio or
| | 03:40 | SharePoint Designer if you wanted to
brand your SharePoint sites. But now you
| | 03:44 | can also use Adobe Dreamweaver or
any HTML editor you want to use.
| | 03:49 | Now you can still use SharePoint
designer or Visual Studio, but support for any
| | 03:53 | HTML editor allows your staff to use
whatever tool they are most familiar with
| | 04:00 | to brand SharePoint sites.
| | 04:02 | We also have device-specific targeting
of content, so I can aim not just for
| | 04:08 | mobile devices, but for specific mobile devices.
| | 04:12 | And the ability to do that
revolves around channels.
| | 04:16 | Finally, we have something called Cross-
site publishing that I mentioned just a
| | 04:20 | moment ago for multilingual sites.
| | 04:23 | What Cross-site publishing does is it
allows us to have content that is created
| | 04:28 | or authored in one place and
then is published in another.
| | 04:31 | So I don't have to create content in
the site that I want to display it in.
| | 04:37 | So this allows me to reuse content
from one site to another or reuse content
| | 04:41 | across multiple site collections.
| | 04:43 | Cross-site publishing is based on the
new search features in SharePoint 2013 and
| | 04:49 | for the first time now, we can create
sites that cross SharePoint farms--not
| | 04:55 | just Cross-site collections--across entire farms.
| | 04:58 | And that means that you can create
content in your intranet and publish it
| | 05:04 | in your Internet site.
| | 05:06 | The details of Cross-site publishing
are beyond the scope of this course, but
| | 05:10 | let's take a look at how it's
organized so you can imagine whether or not
| | 05:14 | Cross-site publishing could be the
solution for some of the business problems
| | 05:18 | your organization has.
| | 05:20 | With Cross-site publishing, we have two
sites or more, this is a simple diagram
| | 05:25 | where we start with an Authoring Site
and this is where your content providers
| | 05:30 | will create shareable content.
| | 05:31 | So imagine this as inside your
Firewall, perhaps on your intranet and we're
| | 05:37 | creating a product catalog; a series of
pictures, and descriptions, and prices, and so on.
| | 05:43 | Well, now the word catalog comes up
because a catalog is actually a list or a
| | 05:48 | library in an Authoring Site.
| | 05:51 | And the reason that we need a catalog
is it's the catalog itself that is shared
| | 05:55 | out to the search engine, so that it can find
the appropriate content to be able to publish.
| | 06:02 | You also need a Term Store of
metadata terms that you use to organize the
| | 06:06 | content that you want to publish.
| | 06:08 | And then finally you have a
Publishing Site which can be on an intranet, in
| | 06:13 | another server farm, or it can even be
someplace else right here in this same
| | 06:18 | site collection, but a site where
users can read to publish content.
| | 06:22 | Here is the beauty of this, we can
actually create content in a very secure
| | 06:28 | environment and share it anonymously, so
anyone can browse the content, but only
| | 06:34 | a few people have the
permission to be able to author it.
| | 06:37 | Another use of this is being able to
combine it with variations to enable
| | 06:43 | multilingual sites from
a common site collection.
| | 06:47 | So we can create one set of help
documents, one set of installation diagrams,
| | 06:52 | one set of recipes, and then have those
translated either human translated or
| | 06:57 | machine translated. And when someone
searches, based on the settings in their
| | 07:01 | browser, search will deliver the
appropriate content for that user.
| | 07:05 | Cross-site publishing is really the
jewel in the crown of this collection of
| | 07:10 | features that allow us to manage our
authoring and our publishing environments
| | 07:15 | in ways that support how
organizations really work.
| | Collapse this transcript |
| What's new with compliance| 00:00 | There are two different and powerful
Records Management and Compliance Features
| | 00:05 | in SharePoint Server 2013.
| | 00:07 | The first is something called eDiscovery.
| | 00:10 | And eDiscovery or Electronic
Discovery is a way that we can manage content
| | 00:17 | that could be discoverable, in other
words that could be used as evidence, or
| | 00:21 | could be subpoenaed.
| | 00:23 | So, in eDiscovery what we do is we set
a series of policies and then we have a
| | 00:29 | Policy-based search function that can
operate on our current SharePoint farm, in
| | 00:34 | Exchange Server 2013, in Windows file
shares, and in other SharePoint farms to
| | 00:40 | be able to discover content
that meets a particular policy.
| | 00:45 | Then the idea is having found that
content that could later be subpoenaed, we
| | 00:50 | are going to put a hold on that.
| | 00:52 | We are actually going to take a snapshot
version, so we know what it looked like
| | 00:56 | at the time we found it, but will also
allow users to continue working on these
| | 01:01 | documents, because in many of our
organizations almost all the content we deal
| | 01:06 | with could be deemed evidentiary.
| | 01:08 | As well as policies then, what you
have is an eDiscovery Center and the
| | 01:12 | eDiscovery Center is where a
user will create an eDiscovery case.
| | 01:17 | A case begins when there's been a
request or a potential request for evidence.
| | 01:24 | When a new case is created in the
eDiscovery Center, there is a new site setup
| | 01:28 | for a new team site, a new collaboration
site and from that site, you can search
| | 01:33 | for content, organize your
information, apply holds on content that's
| | 01:38 | discovered, and then finally the
ability to package up or export that content.
| | 01:43 | You can also view from each case's
collaboration site the status of holds that
| | 01:49 | have been placed on documents based on
the ePolicy and exports that have been
| | 01:55 | sent in response to requests for evidence.
| | 01:58 | So, this entire eDiscovery or
Electronic Discovery process is well-supported
| | 02:05 | in SharePoint 2013.
| | 02:08 | If this is something that you used a
Record Center for in the past, you might
| | 02:12 | want to take a look at migrating
that center to an eDiscovery Center.
| | 02:18 | With SharePoint 2010, we had
the ability to set retention on a
| | 02:23 | library-by-library basis.
| | 02:25 | So, we could go into a document
library and say these are the kinds of
| | 02:29 | auditing we'd like to have happen
in this library, this is the type of
| | 02:33 | retention policy we'd like to have and
so on and those features are still here
| | 02:37 | in SharePoint 2013.
| | 02:39 | But we have a new type of
retention policy that is site-based.
| | 02:43 | It's called site-based
compliance or site-based retention.
| | 02:47 | But I prefer to think of it as project-
based retention, because what it allows
| | 02:51 | us to do is to create a project site and then
have some compliance policies that apply to it.
| | 02:58 | The best thing to do is to have your
compliance officer or someone else who
| | 03:02 | might be in charge of perhaps IT
governance, create some policy templates and
| | 03:09 | each template specifies what the
retention policies are for a project including
| | 03:14 | its team site, and a team mailbox if
one exists and you'll actually want one
| | 03:18 | once you begin using this feature.
| | 03:20 | Those same policy templates also
specify what are the conditions that will
| | 03:24 | trigger project closure, and then
what is the project's expiration, not when
| | 03:29 | it's done, but how much longer
after closure we want to hang on to the
| | 03:33 | information that we have.
| | 03:35 | So, when a project begins, the
project owner or the project manager will go
| | 03:40 | in and choose the appropriate template from
the Project Policy templates that are available.
| | 03:45 | Perhaps you only have one, perhaps
you'll have seven or eight different ones
| | 03:49 | based on how much were spent or what
type of project it is. But the owner will
| | 03:53 | choose the appropriate template from the
group, and then they will set up a team
| | 03:57 | site and they will set up a team mailbox.
| | 04:02 | They'll invite team members to the
project and the team members will participate
| | 04:06 | through Microsoft Outlook.
| | 04:07 | So, when the project closes, the
compliance policies will remove those project
| | 04:14 | folders from the team
members' Outlook Interface.
| | 04:16 | So I am working on a project, the day
the project closes, all of those folders
| | 04:20 | are simply removed, you don't need to
worry about me hanging on to them, I don't
| | 04:25 | need to worry about deleting them and
then at some date in the future based on
| | 04:30 | the expiration policy, the folders are deleted.
| | 04:33 | It might be that you never delete them;
| | 04:35 | it might be that you hold them for five
years, this is why these policies exist.
| | 04:39 | So, this is what's new in Compliance for
SharePoint 2013, and if you're a person
| | 04:45 | whose role in the organization is
as a Project Management Officer or a
| | 04:50 | Compliance Officer or if you're just
thinking about how you can manage closing
| | 04:56 | sites down after they are expired, the
new Compliance feature in SharePoint 2013
| | 05:02 | will be your friend.
| | Collapse this transcript |
| Exploring new design features| 00:00 | There are a lot of changes in the
design features in SharePoint 2013 that web
| | 00:05 | designers have been asking
for from the very beginning.
| | 00:08 | So there's a lot here to
engage your web designers.
| | 00:12 | First, there is a new Design Manager
that's used to create and edit master
| | 00:16 | pages, and a task list that allows
you to complete your site design.
| | 00:21 | Now the Design Manager is only
available on sites that are publishing sites or
| | 00:25 | have publishing enabled.
| | 00:27 | But, let's go take a look at it real
quickly so you can see what it looks like.
| | 00:31 | Here we are in a publishing sandbox that
I've set up just a site so we could see
| | 00:37 | how these things work.
| | 00:38 | And it assumes that you might be
pointing someone towards this Design Manager
| | 00:42 | who really doesn't even use SharePoint,
but they're your Dreamweaver designer or
| | 00:48 | they're your SharePoint designer.
| | 00:50 | Whatever they're using, if they have an HTML
editor, they're welcome to be in this space.
| | 00:56 | It says, if you're not creating
your own design, you can import a
| | 00:59 | complete design package.
| | 01:00 | And so, if you have a design
package, you can just go grab it.
| | 01:05 | But if not, you can pick
one of the preinstalled looks.
| | 01:08 | We actually saw these much earlier.
| | 01:12 | These are created page designs,
created--what are called--composed looks.
| | 01:17 | These aren't themes;
| | 01:19 | they include pieces of what
we would recognize as a theme.
| | 01:22 | But, each of these is an entire
package, and it's saved in the gallery.
| | 01:27 | So, if you wished, if you were
designing for a client for example some
| | 01:32 | alternative sites, or if in your
organization you have some people who need to
| | 01:37 | approve a site design and you wanted to
show them what it would look like, you
| | 01:41 | can actually create these design
packages and apply them to the site very, very
| | 01:46 | easily simply using "Change the look."
| | 01:48 | So, this is a gallery that you can add to.
| | 01:51 | These are the items that exist in it already.
| | 01:55 | So, you could pick one of the
preinstalled looks and work with it. Otherwise, you
| | 02:00 | can go ahead and walk through all
the steps of the Design Manager.
| | 02:03 | You can manage different device channels,
you can upload design files that you
| | 02:09 | have including Master Pages,
and CSS, and JavaScript files.
| | 02:13 | You can edit Master Pages.
| | 02:15 | There are two built-in.
| | 02:16 | We saw those just a moment ago when we
went to the preinstalled looks, is we had
| | 02:21 | two different layout choices;
| | 02:23 | one includes navigation on the left,
the other includes top navigation.
| | 02:29 | We can edit the Display Templates.
| | 02:33 | And here are templates for every
single item we would want to display.
| | 02:40 | We can edit the page layouts.
| | 02:42 | Right now there are none,
but we can create a new one.
| | 02:45 | We can publish and apply our design
and finally when we're all done, we can
| | 02:50 | create a design package that does not
include any of the built-in items, but
| | 02:55 | will only include the
new items that we created.
| | 02:58 | So we can take that design package,
and apply it to other site collections.
| | 03:03 | This is how the Design Manager works.
| | 03:05 | So assuming that you're already using
some other tool to create your HTML pages,
| | 03:10 | this is a great place.
| | 03:11 | But, even if you're not, you have the
ability to start with what's here and to modify it.
| | 03:16 | As I said, we have open
branding in SharePoint 2013.
| | 03:20 | You don't need to use SharePoint
designer and you don't need to use Visual
| | 03:23 | Studio, you can use whatever
HTML editor you're comfortable with.
| | 03:28 | We also have something new called
Managed Navigation that's an interesting
| | 03:32 | departure from the
traditional navigation that we had.
| | 03:36 | The traditional navigation that we used
to use is called Structured Navigation,
| | 03:39 | so there was a navigational structure.
| | 03:41 | With Managed Navigation, we are
able to edit the links for navigation.
| | 03:46 | Now, you can switch back to
Structural Navigation in a site.
| | 03:49 | One of the issues though is in
Structural Navigation, a lot of not just
| | 03:53 | designers but developers chose to build the
navigation each time without any inheritance.
| | 04:00 | Managed Navigation actually allows you to
have a metadata set managing your navigation.
| | 04:07 | So, let's take a look at where we see that.
| | 04:09 | For example, we can edit the links
here because we're on a publishing site.
| | 04:13 | Our ability to go in and to edit these
links is part of our Managed Navigation.
| | 04:19 | It's just a side benefit, but it's a
good benefit, because it means that we
| | 04:23 | can drag and drop links here if we're
working in the browser on the desktop,
| | 04:27 | we can add other links, we can test them, and
we can build this navigation really on-the-fly.
| | 04:33 | But, we can also use Managed Metadata to
create the navigation which is how it's
| | 04:37 | built to begin with.
| | 04:39 | Device Channels are mobile device-specific
page renderings that you can create.
| | 04:45 | You do these on a per site basis.
| | 04:48 | So if we're looking at our site and we
choose Site Settings--I am going to go
| | 04:54 | ahead and leave this page because we
didn't really have any changes here.
| | 04:58 | And under Look and Feel,
we'll choose Device Channels.
| | 05:02 | And there's already a default channel,
but you can create new device channels,
| | 05:06 | and activate them, or
inactivate them as you wish.
| | 05:11 | So, if we create a new item, we can
give it a name, we can give it an alias so
| | 05:17 | we can refer to it in code, and
then we can build Inclusion Rules.
| | 05:21 | And the Inclusion Rules
allow us to be very specific.
| | 05:24 | For example, with the Inclusion Rules,
we can say that a specific Master Page is
| | 05:31 | going to be used for iPhones, another
Master Page is going to be used for the
| | 05:36 | new Microsoft Surface
Tablet, another one for iPads.
| | 05:40 | So, this is one way to customize the user
experience particularly for mobile users.
| | 05:47 | The other feature here is Composed Looks,
and I talked about them a bit earlier
| | 05:51 | but I'd like to drill down a little
bit here because they replace the themes.
| | 05:56 | You create composed looks under Site Settings.
| | 05:58 | And the Composed Looks are those looks that we
saw when we got to choose a look for our site.
| | 06:05 | So they're composed of a Master Page, a
theme URL for that small color palette,
| | 06:10 | an image URL that points to a
background image if you wish one, a font scheme
| | 06:15 | URL that points to fonts, a name for
all of these items, so you could call it
| | 06:21 | "My composed look", or
"Thanks for looking" or whatever.
| | 06:25 | And the display order is the
display order of those items in the actual
| | 06:31 | gallery that users see.
| | 06:33 | So when a user chooses to change the
look of a site and they go to "Change
| | 06:38 | the look", the display order is the order
in which these items are presented to them.
| | 06:45 | So we're going to create a composed look,
and save it under a name, and then we
| | 06:50 | have the ability to use
that anywhere in our site.
| | 06:53 | It's a way to relatively quickly
assemble different looks for our site.
| | 06:59 | So, if we go to Site Settings,
under Web Designer Galleries, we saw the
| | 07:06 | Master Pages here earlier;
| | 07:08 | let's look at our composed looks.
| | 07:10 | When we saw the composed looks earlier,
each of them has a name below, but here
| | 07:16 | are the attributes of each of these;
| | 07:19 | the Master Page, the Theme, the Image,
the Font Scheme, and the Display Order in
| | 07:25 | which they will show up in the page.
| | 07:27 | And notice that there's lots of room
between these, so if you wanted to slide
| | 07:31 | two or three things in between orange
and sea monster, you can actually put
| | 07:35 | nine of them in there.
| | 07:37 | If you wanted to create a new item, a
new composed look, you'll need to know
| | 07:41 | where you are keeping its Font, where
you're keeping its Master Page, its Theme
| | 07:47 | for colors, its Image for the background,
and the Display Order that you want to provide.
| | 07:52 | But, that's all the harder
it is to create a Master Page.
| | 07:55 | And as you might imagine, you could go
in and say well, I really like to use the
| | 08:01 | Seattle Master--which is the one
we're using with this navigation set.
| | 08:06 | I really prefer this set of theme colors.
| | 08:12 | Here is a background image I'd like, and so on.
| | 08:15 | You can also simply create new Font Schemes,
new Image URLs, and save them in the gallery.
| | 08:22 | The Master Pages by the way, we have
only two, Seattle and Oslo that determine
| | 08:27 | the placement of placeholders on the screen.
| | 08:31 | If you create another one, it needs to
end in .master, but creating a new Master
| | 08:35 | Page is a way to have a real
different visual impact, because despite the
| | 08:40 | different themes and images, there
really are only the two masters that most
| | 08:44 | sites will be using unless someone
has taken the time to design them.
| | 08:48 | So, being able to create and store and
apply composed looks and put them in a
| | 08:54 | gallery for your users, as you might
imagine, it's not that hard to go remove
| | 09:00 | the composed looks you do not want to allow
in your site collection. Here they all are.
| | 09:06 | So if you wish to edit the list and
remove some, this is how you customize the
| | 09:10 | looks that are available to your users.
| | 09:12 | With the combination of the new
Design Manager, the ability to use any HTML
| | 09:17 | editor we wish, Managed Navigation,
and these composed looks, and the gallery
| | 09:22 | of looks under Look and Feel or
"Change the look of my site", it feels like
| | 09:28 | we're beginning to assemble the
toolkit that's necessary for designers to be
| | 09:32 | able to implement powerful designs,
and to be able to create them easily and
| | 09:38 | model them for users.
| | Collapse this transcript |
| Creating a community site| 00:00 | With SharePoint 2013, Microsoft has
made huge advances in supporting social
| | 00:06 | computing and social
networking around organizations.
| | 00:11 | Communities are a new construct in
SharePoint 2013, in the past we've supported
| | 00:17 | groups, administrators, members,
visitors, but communities are somewhat
| | 00:22 | different than all of those things.
| | 00:24 | There are two new site templates
that are used with communities;
| | 00:28 | one is called the community site,
the other is the community portal.
| | 00:31 | But before we begin looking at what
those things do, let's talk about what this
| | 00:36 | thing called community actually is.
| | 00:39 | Electronic communities are organized
social spaces or organized discussion
| | 00:44 | spaces and they have attributes that other
electronic groups don't necessarily have.
| | 00:50 | One is that community members can post
and reply, but that's true with email too.
| | 00:55 | What makes a community different is
that visitors can actually view those
| | 01:00 | discussions and request membership.
| | 01:02 | So if we were thinking about an email
distribution list for example, all of
| | 01:07 | the community members can post and reply, but
it's not transparent to the rest of the world.
| | 01:12 | So, one of the attributes of a
community is some level of transparency to
| | 01:17 | visitors in the organization.
| | 01:19 | Then communities have moderators.
| | 01:22 | Moderators safeguard the
community by setting rules.
| | 01:25 | Now normally, they don't simply
choose a set of their own rules. There are
| | 01:29 | rules that are used in other
communities, in the organization, or around the
| | 01:32 | world, or other communities that they've
worked with or the initial members of a
| | 01:37 | community get together and say, "what
are our rules, what do we agree to and
| | 01:40 | what do we not agree to?"
| | 01:41 | And then with those rules in place,
moderators have the ability to remove unruly content.
| | 01:47 | So if for example in our community,
we're agreed that racist and sexist
| | 01:52 | comments are inappropriate and that's
one of the rules, it's established, it's
| | 01:55 | transparent and moderators can remove then
content that doesn't agree with those rules.
| | 02:02 | Moderators also have the ability to
feature some content to sit back and to have
| | 02:07 | almost a salon relationship where they
look at the post and they say there is an
| | 02:11 | interesting discussion, we would all
benefit if this was featured in a way that
| | 02:16 | others could find it.
| | 02:18 | Finally, moderators have the ability to
reward reputation badges to participants.
| | 02:23 | So for example if we have a
community discussion about how we'll solve a
| | 02:27 | particular problem, members who jump in
and are anxious to help and actually are
| | 02:33 | helpful could receive
badges for being very helpful.
| | 02:36 | An example of reputation badges for
participants is the Microsoft Valued
| | 02:41 | Professional program, where users of
Microsoft products, like you and I, who
| | 02:45 | have some expertise in a particular area
are willing to answer the questions of others.
| | 02:50 | And the more question you answer, the
more points you get building a reputation
| | 02:54 | as someone who is helpful.
| | 02:55 | One of the points of a community is
that communities are a place where you
| | 02:59 | actually gain a reputation based on
how you participate or how you don't.
| | 03:03 | There are different ways we
can use community features then.
| | 03:07 | First we can create a community site
and one of the best uses of a community
| | 03:12 | site is that it facilitates a scoped discussion.
| | 03:15 | For example, if I want everybody
in my enterprise to participate in a
| | 03:20 | particular type of conversation, then
what I'll do is I will create a community
| | 03:26 | site at the enterprise level.
| | 03:28 | However, I might want to have a
discussion in one department or in one
| | 03:33 | subdivision of the company, and if I
have planned my site collections so that
| | 03:40 | they also resemble the types of
community sizes we might want to create, I could
| | 03:45 | create site collection community sites.
| | 03:48 | So if for example we had two site
collections, inside home and inside sport, we
| | 03:54 | could create a community site for each.
| | 03:56 | We might also create an enterprise
community site as well. And then at the site
| | 04:01 | level I can create a conversation.
| | 04:03 | We can create community sites that are
smaller for discussions within a team.
| | 04:08 | And finally there is a way to connect
Exchange in SharePoint so that a community
| | 04:13 | site can receive posts from an email
distribution list, unlike the conversations
| | 04:19 | that we would have between members on
the list, there is no way to reply back to
| | 04:24 | the emails that goes out
to the distribution list.
| | 04:27 | But a distribution list can be one
type of a member in a community site.
| | 04:32 | Now another possibility is we'll make a
Community Portal and it has another utility.
| | 04:37 | A Community Portal is a way that
you and I can find communities.
| | 04:41 | So let's imagine a large organization,
perhaps a multinational organization that
| | 04:47 | has 20 or 30 communities and more
communities are being added all the time.
| | 04:52 | How would I find a community that I
wanted to join, or how would I know
| | 04:57 | there was a group of people in my
organization interested in being not first
| | 05:00 | but second responders to disaster relief
and who wanted to help organize those efforts?
| | 05:06 | A Community Portal is a web part
page that exposes all of the communities
| | 05:12 | that are there through search and
also the most popular communities based
| | 05:17 | on information about how many members there
are, how lively the discussion is and so on.
| | 05:22 | A Community Portal site is a one-of-a-
kind, I can have only one community portal
| | 05:28 | within my entire server farm--all
of the servers in my enterprise.
| | 05:32 | Then there are community features
that can be activated on team sites.
| | 05:38 | This is a site setting that you can
change and when I turn on the community
| | 05:42 | features on a site, I get community
site pages and I get some of the benefits
| | 05:46 | of a community site;
| | 05:48 | the ability to moderate, the ability
to have people join, and the ability to
| | 05:53 | reward participants with reputation badges.
| | 05:57 | So that's how communities are
imagined for this version of SharePoint.
| | 06:02 | As always I believe that our use of
communities will extend beyond what the
| | 06:07 | folks at Microsoft necessarily
imagine, because communities have lots of
| | 06:12 | incredible benefits.
| | 06:13 | For example, you know communities
actually have some permanency to them as long
| | 06:17 | as there are members, as long as the
site exists they have a history and they
| | 06:22 | have an intimacy that email
itself simply doesn't have.
| | 06:27 | They have the ability to have a context
so that when new members join, they are
| | 06:33 | coming into a framework of rules
and a framework of interactions.
| | 06:38 | Finally, communities--unlike regular
email lists, unlike almost any other
| | 06:44 | electronic communication that we have--
communities actually encourage member
| | 06:49 | growth and participation. So a great
new feature, a great new imagining of how
| | 06:55 | SharePoint can help support
healthy organizational life.
| | 06:59 | Let's see what it takes to create
a new community site in SharePoint.
| | 07:04 | You'll create a community site in the same
way that we create every other site we have.
| | 07:09 | I am creating a community site in the
top level site in our site collection.
| | 07:14 | And the imagining here is that we're
going to create a really broad community
| | 07:19 | for sharing creative conversation.
| | 07:22 | So I'd like everyone to be able, either
to be a member or a visitor who is part
| | 07:27 | of our organization.
| | 07:28 | We've titled this "The Commons" and this
is a community site for No Obstacles, Inc.
| | 07:33 | And then the Template I am
choosing is the Community Site Template.
| | 07:39 | Right now I am going to use the same
permissions as the parent site and the
| | 07:43 | top link bar from the parent site and let's
click Create to create our community site.
| | 07:49 | So notice, this looks a little
different than a traditional team site, it's
| | 07:53 | actually much more like a news feed
for example, or an about me page, than it
| | 08:01 | is like a team site and that's because
that's the infrastructure that it's built on.
| | 08:05 | At the top it says, "Welcome to the community.
| | 08:08 | We want to hear from you."
| | 08:09 | All of this of course is customizable.
| | 08:12 | There is a place for a new discussion.
| | 08:14 | There are tools to Manage discussions,
to Create categories, to Create badges,
| | 08:21 | to Assign badges to members, to set
Reputation settings and to set Community
| | 08:26 | settings, the rules we talked about earlier.
| | 08:28 | Right now there is one member and it's
me and I'm the Top contributor, it's a
| | 08:33 | great day to be me. But if I wanted for
example to create categories, I'd click
| | 08:38 | that link and it's an open list.
| | 08:41 | So General is a fine place to start, but
if I have an imagining that I know some
| | 08:46 | of the categories that we'd like to use,
I can go ahead and build them and it
| | 08:51 | will make them easy for people to
choose because they'll be on drop-down lists.
| | 08:57 | In the same way I can Create badges.
| | 09:00 | The badge names that exist are Expert
and Professional, but I can choose others,
| | 09:04 | I can choose Helpful, Most Helpful as
badge names, I can choose Skilled, I can
| | 09:12 | choose any choices that I want.
| | 09:14 | If I were creating these badges for an
organization, I would have a conversation
| | 09:19 | with some people in leadership,
including people in the human resources
| | 09:22 | department, about what are the types of
recognition we would like to provide and
| | 09:28 | how can we support communities.
| | 09:30 | This is a great
conversation to engage other people in.
| | 09:34 | Whatever you do you want to be respectful here.
| | 09:37 | I've been part of communities where
there were badges that you get when
| | 09:40 | people didn't like you.
| | 09:42 | I'm not sure those are
appropriate in a business setting.
| | 09:45 | When I have badges, I can
assign badges to members.
| | 09:49 | We also have Reputation settings that
allow items to be rated in a list so
| | 09:54 | users can go in and say thumbs up,
thumbs down, I like, I don't like, or Star
| | 09:59 | Ratings for a list.
| | 10:01 | We can have Member achievements, here is our
rubric, a member creates new post; they get points.
| | 10:08 | They reply to a post, they get points.
| | 10:10 | If it gets marked as best
reply, they get a lot of points.
| | 10:13 | So this is the kind of point system
that's used in many, many online help
| | 10:19 | systems where someone posts a
question and other people reply.
| | 10:24 | Achievement level points, as people
achieve points, they get different levels
| | 10:30 | and we can display that.
| | 10:31 | So this is how reputation
works here in our community site.
| | 10:36 | You set up rules and it all works
and then we have Community settings.
| | 10:40 | This is the date on which the community
was established and here we can enable
| | 10:45 | reporting of offensive content.
| | 10:47 | It's good to have a rule stated at the
top of the site that says these are the
| | 10:52 | rules that we agree to work by, but if
someone's reading a post and they say
| | 10:56 | that violates the rules, then they can
click and say they'd like to report it.
| | 11:06 | So, different than a team site,
different than a regular news feed, different
| | 11:12 | even than some of the other
community sites you may have worked with, you
| | 11:17 | have all the tools here to help
encourage community in your organization
| | 11:22 | using SharePoint 2013.
| | Collapse this transcript |
|
|
5. What's New with SearchUsing new search features| 00:00 | There are some worthwhile new
search features in SharePoint 2013 and a
| | 00:05 | deprecated feature that
you'll want to know about.
| | 00:10 | So, first when I search for people in
my organization we get the contact and
| | 00:17 | organizational information that we
are used to having from Akee's Profile.
| | 00:21 | However if I point, I also have this
hover box that opens up and it shows me
| | 00:28 | more information about Akee. For example,
some documents that she's authored, or I
| | 00:33 | can go see her Profile from here.
| | 00:36 | If I'm not following her I can start
following her, if I have decided that I
| | 00:41 | don't want to follow her any
more there's a link here for that.
| | 00:44 | Now Akee hasn't posted very much,
let's take a look at somebody who has more
| | 00:48 | information in their profile that
might be me. When you point to me, I get a
| | 00:52 | hover box that has lots, and lots
of information, from Skills and Past
| | 00:57 | Projects, Interests, where I went to school,
who I know, and what documents I've authored.
| | 01:03 | So, this new hover box that shows up
whenever we search for people is really
| | 01:08 | helpful and we can then go
directly to somebody's profile if we wish.
| | 01:11 | But this is our basic contact card that
makes it easy for me to see Search Results.
| | 01:17 | The Search box shows up every place
you would expect it to show up, it's very
| | 01:21 | easy to find, you are not to have issues
finding search inside of SharePoint.
| | 01:25 | We are going to go back to our main
page of our top level site, and let's say
| | 01:34 | for example that I want to search this site
here we go, and I'm looking for the word Office.
| | 01:40 | I will get lots of results, over here
on the left-hand side where navigation
| | 01:46 | normally is, I have Refiners that let me
say I'm actually looking for a Newsfeed
| | 01:52 | post, or I'm looking for a
PDF, or a particular author.
| | 02:02 | I'm looking for a date modified.
| | 02:04 | So, when you get more than one result you
will normally get refiners here as well
| | 02:09 | so that you can narrow down your search.
| | 02:11 | So, search is easy to get to, and
easy to navigate your way around.
| | 02:15 | And when you look at any document you get
this hover panel that shows you more information.
| | 02:22 | I particularly like the ability to go
directly to the library that a document is in.
| | 02:29 | In addition to these Search features,
we can also create Search Centers and
| | 02:33 | those are fully customizable.
| | 02:35 | So you can adjust how they look, but
also you can adjust the settings that will
| | 02:40 | affect Search results and we'll look
at a Search center in another movie.
| | 02:45 | If you're a site owner or a designer or
the site collection administrator like I
| | 02:50 | am, you have the ability to specify
what location Search results come from.
| | 02:55 | So, getting Search results and the
protocols for how that happen are set by
| | 03:01 | using Result sources.
| | 03:02 | So, we can specify one or more than one
result source for any particular query,
| | 03:08 | and that helps end-users, because
we're funneling them away from information
| | 03:11 | that's not helpful, but funneling
them towards information that they might
| | 03:15 | actually want to work with.
| | 03:17 | The default result source
almost everywhere is a local search.
| | 03:22 | So, if I click and say, for example
I'm in Inside Home, and I say that I'd
| | 03:30 | like to search and I'm looking for "Recipes"
then that search is a search here; its local.
| | 03:40 | But if I want to search more than just
this site it's not that hard, because
| | 03:45 | right here is the link that says
expand your search to search everything, and
| | 03:50 | here is then everything, including some
information that's in a totally different
| | 03:56 | site on a Micro feed.
| | 03:57 | Here's what's changed that make cause
you some consternation or none at all,
| | 04:01 | depending on how you've use Search
in earlier versions of SharePoint.
| | 04:07 | In SharePoint 2013 the Search
Architecture has been changed, and because of that
| | 04:14 | we have different ways to search.
| | 04:16 | So, you can use FQL or FAST Query
Language. Here are some examples. It's really
| | 04:21 | simple to use. You simply enter some
information, if you want a search string,
| | 04:25 | you put quotes around it.
| | 04:27 | So, FQL and KQL are both supported
in SharePoint 2013, here's what's, Not
| | 04:33 | supported in SharePoint 2013, SQL syntax.
| | 04:36 | If your organization has created custom
search solutions using SQL syntax they
| | 04:42 | are not supported right now.
| | 04:44 | So, if you submit queries using those
custom solutions you will receive an error.
| | 04:49 | The core search architecture has
been modified for SharePoint 2013 and so
| | 04:55 | what you'll need to do is you'll actually
need to migrate those custom search solutions.
| | 05:00 | If you need assistance doing that I
want to point you towards this article,
| | 05:05 | which is sort of the central
repository for the changes to the Search Syntax
| | 05:09 | on the Microsoft site.
| | 05:11 | If you'd like to search for this for
yourself jump into Bing and choose Building
| | 05:14 | search queries in SharePoint 2013.
| | 05:17 | And what you'll get is information on
migration, as well as information on FQL and KQL.
| | 05:26 | I would be remiss if I didn't tell
you about one of the best search features
| | 05:30 | that's totally under the hood, which is the
ability to set continuous crawl on your servers.
| | 05:36 | So, when users are getting results they
don't have to wait as they've learned to
| | 05:40 | for the next server update, because you
are continuously crawling and indexing
| | 05:45 | new search results in SharePoint 2013.
| | Collapse this transcript |
| Using the Content Search Web Part| 00:00 | One of the new Web Parts in
SharePoint 2013 is called the content search
| | 00:05 | Web Part and it's somewhat related to the
content query Web Part but it's even better.
| | 00:10 | So I'd like to show you how this works
because it's a Web Part you may want to
| | 00:14 | integrate in your site
in many different places.
| | 00:16 | I already have my page checked out
and editable, so I'm just going to go to
| | 00:24 | INSERT, Web Part and in the Content
Rollup section here is Content Search,
| | 00:29 | it has a nice verbose description because
it's a newer Web Part, I am going to click Add.
| | 00:37 | And here it is, and it's just
determining some settings, right now it's pulling
| | 00:42 | back pages, how interesting.
| | 00:45 | What we want to do of course is
modify the Web Part and when we do that's
| | 00:49 | when the magic begins.
| | 00:51 | So I'm going to click the
menu choose Edit Web Part.
| | 01:02 | So we have Properties and before
we even get to those we're going to
| | 01:07 | click Change query.
| | 01:08 | There is a tutorial on how to
build your query right here.
| | 01:14 | What we have are BASICS,
REFINERS, SETTINGS and TEST.
| | 01:19 | As I said, this is like the query Web Part,
but there is a lot more under the hood here.
| | 01:26 | I can choose a query that
already exists, a basic query.
| | 01:30 | The default is what are the recently
changed items and I can set the scope
| | 01:34 | on this afterwards.
| | 01:35 | So if I want recently
changed items, that's great.
| | 01:38 | What are the items that are new in the
Current site, what are the items that are
| | 01:43 | new in the Current site
collection, 943 results would come back.
| | 01:50 | Or what are the recently changed items
just in this site, or at a specific URL,
| | 02:01 | for example I can point to a
particular library or list and say, show me the
| | 02:07 | new items from here.
| | 02:08 | But what I prefer to do here is I
actually would like to return documents out of
| | 02:16 | the system, and I want to return
documents from the current site.
| | 02:21 | I can restrict this to items based on
its specific tag if I wish and I can enter
| | 02:27 | a tag here for tag documents.
| | 02:29 | So if you have your users using that
feature, that's great, you can say, if you
| | 02:33 | tag items they'll automatically show up here.
| | 02:36 | But I'm going to leave these settings,
these basic settings and let's take a
| | 02:39 | look now at our REFINERS.
| | 02:41 | The list of REFINERS is being
automatically generated for me, so SharePoint
| | 02:46 | notices for example that I have a list
in this site that includes Departments,
| | 02:51 | that I actually have a custom column
in a library that uses Departments.
| | 02:55 | For example say, I would like to Add
that it needs to be a document from Human
| | 03:00 | Resources, now it's only 4.
| | 03:03 | So now I've created Human
Resources documents in this site.
| | 03:07 | If I wish I can also say Human
Resources documents in this site that were added
| | 03:12 | by Gini Courter and I can
remove items in exactly the same way.
| | 03:17 | So here are all of my REFINERS,
ManagedProperties, who is the Author and so on.
| | 03:25 | So I am going to just Remove this.
| | 03:30 | But notice how many REFINERS we have
access to, who is the displayed Author,
| | 03:35 | what's the FileExtension, so documents
by Gini Courter that were created using
| | 03:41 | Microsoft Word in the new version. There we go.
| | 03:53 | Now let's take a look at the SETTINGS.
| | 03:55 | SETTINGS, we can actually
determine how this performs.
| | 03:58 | So I can say, go ahead and use any
Query Rules that have already been set up or
| | 04:03 | Don't use Query Rules and I can
determine whether or not this query is issued
| | 04:09 | on a server while a page is loading or I can
wait for it and I can also set its priority.
| | 04:14 | The Query Web Part always
likes to have high priority.
| | 04:17 | So the nice thing is that I can say,
this isn't that important or this is
| | 04:21 | incredibly important.
| | 04:23 | Finally on the TEST tab, I get to
see the query text that was generated.
| | 04:29 | So if I want to tweak this a little bit,
finally on the TEST tab I can see the
| | 04:38 | query text that was generated.
| | 04:40 | And if I wish, I can find information
about the template, any Applied rules that
| | 04:46 | come from this template.
| | 04:48 | I can't modify this Query text here;
| | 04:52 | however I can change it using the
SETTINGS, REFINERS and my BASICS settings here.
| | 04:58 | So I am all done, I can test the query
if I wish, it brings back my results, I
| | 05:05 | am going to say OK and
that's my search criteria.
| | 05:10 | Now, notice that I had queries there
that were returning hundreds of items, even
| | 05:15 | in this case 32 items is more than I
want to show initially, so I am simply
| | 05:20 | going to show the first five.
| | 05:21 | Now I need to determine how much space
I'm willing to give to query results here.
| | 05:26 | I don't want to return 984 items or even 32;
| | 05:29 | I actually want to return 5 here.
| | 05:34 | And I can choose how I'm going to see
these items, whether I want a list, a list
| | 05:39 | with paging that allows me to click so
I have three items, in this case maybe I
| | 05:45 | could show 9 for example, or a Slideshow.
| | 05:51 | Now when I use List with Paging or
Slideshow, any of these, notice that I have
| | 05:56 | a place for an image.
| | 05:58 | I am going to choose List with Paging.
| | 06:03 | And then I have choices about whether
or not I want to have an image there.
| | 06:07 | So here is Large picture, a Picture,
Two lines of text, and the recommended items
| | 06:17 | by default, Picture on the
left, three lines on the right.
| | 06:21 | But I am going to go
ahead and put Two lines here.
| | 06:24 | Notice that I could be looking for
video since simply saying we're going to
| | 06:27 | display a video here in this Web Part.
| | 06:31 | So because I chose Two lines of text, I
actually get to determine what those two lines are.
| | 06:37 | And for example I, could choose the
date it was modified or who it was
| | 06:42 | modified by or display some keywords,
but I'm going to choose to show the
| | 06:47 | author's name here.
| | 06:49 | This Web Part also has Appearance,
Layout and Advanced Properties just like the
| | 06:53 | other Web Parts we've been using.
| | 06:55 | I am going to go ahead and click OK to
apply my changes and there are my two
| | 07:03 | lines and here is my with paging.
| | 07:10 | So if you haven't used this Web Part yet,
I would encourage you to jump in and
| | 07:15 | take a look at the power that it gives
you to create customized search Web Parts
| | 07:21 | anywhere in your site.
| | 07:22 | One more thing, you actually use this
content search Web Part all the time,
| | 07:26 | because Microsoft is using it over and
over again in this site in places like
| | 07:33 | insights where you take a look at my
sites. That's actually a content search Web
| | 07:39 | Part that's bringing back
information based on your tagging.
| | 07:44 | So it's great here, it works for
Microsoft and you can make it work for you
| | 07:49 | and your users to.
| | Collapse this transcript |
| Promoting a result with query rules| 00:00 | If you've searched a lot, you've
probably come across many times where you
| | 00:04 | searched for one thing but
received search results for another.
| | 00:08 | For example, if I go look for on-
"line treaining" and I spell it wrong,
| | 00:15 | notice that instead of saying "online
treaining", it's showing the results
| | 00:21 | for "online training".
| | 00:22 | That's because somebody has taken the
time to notice that when I misspelled
| | 00:27 | something this badly, it probably means
something else and it's not personal for
| | 00:31 | me, this is set up for
millions of users around the world.
| | 00:35 | You type one thing and you
actually get results for another.
| | 00:39 | Then within those results,
there is some priority given.
| | 00:43 | Here there are ads related to online
training, so these first three results
| | 00:48 | are at the top not necessarily
because they're clicked most frequently, but
| | 00:52 | because they were paid for.
| | 00:54 | The ability to prioritize some sites
rather than others and the ability to say
| | 00:59 | when a user searches for A, they
probably mean B are both ways of customizing
| | 01:06 | search, of promoting different search
results inside Microsoft SharePoint.
| | 01:12 | In SharePoint 2010 if we wanted to
promote particular search results to the top
| | 01:17 | of a list, or say if someone searches
for A, let's give them B instead, was based
| | 01:24 | on a system of keywords and best bets.
| | 01:28 | In SharePoint 2013, we have new
features that do this: Query Rules.
| | 01:33 | When we used keywords in SharePoint
2010, we were being very specific.
| | 01:41 | Query Rules is incredibly powerful
because with Query Rules we have the ability
| | 01:46 | to take a word and match it
to a variety of circumstances.
| | 01:50 | For example, if you include the word
"picture" in a search result, then what you
| | 01:55 | will see are images.
| | 01:57 | You don't need to have a rule that
says picture also means images, we can say
| | 02:03 | that whenever someone types the word
"picture", or they type the word "camera", or
| | 02:08 | they type any other word that looks
like image in that broad category, let's
| | 02:13 | show them some images.
| | 02:14 | In a similar way if a user types the
word "video", or the word "watch", or the word
| | 02:22 | "see", then we can take them to video
libraries and optimize those results at the top.
| | 02:28 | So we have the ability to
say here's a general rule.
| | 02:32 | Whenever users use words like "watch", or
"see", or "video", or "movie", let's show them
| | 02:38 | videos at the top of the list.
| | 02:40 | If you are a person who is in charge
of search for your organization, you'll
| | 02:44 | want to know a lot about how
Query Rules work in SharePoint 2013.
| | 02:50 | But I want to give you a small flavor
of how they work as a replacement for the
| | 02:55 | best bets that we used in SharePoint 2010.
| | 02:58 | How we can say when users look for
this, let's put this at the top of the
| | 03:02 | list: result promotion.
| | 03:05 | So what we're going to do now is we're
going to create a Query Rule and it's a
| | 03:09 | very basic Query Rule.
| | 03:10 | Whenever someone says they are looking
for a "video library", we want to take them
| | 03:16 | to the video library in this site.
| | 03:18 | We've been using it earlier,
it's not called video library;
| | 03:21 | it's called Sport Assets.
| | 03:23 | Even if we called video library,
somebody might put in "movie library" or "movies".
| | 03:28 | So what we want to do is create a rule
that makes it easy for somebody to go to
| | 03:32 | this particular library even if they
don't know its name because they know,
| | 03:37 | what they're looking for, what its content is.
| | 03:40 | So let's begin by clicking our Settings
button and let's choose Site Settings.
| | 03:45 | If I happen to be in the top level
of the site and look at my top-level
| | 03:51 | information, I'm going to
find Query Rules in two places;
| | 03:57 | one is at the site level and the other
is right here, but these are the Query
| | 04:02 | Rules for the entire site collection.
| | 04:05 | Right now I don't want to do that--I
could do that--but I don't want everyone who
| | 04:10 | searches for movies anywhere in this
site collection to end up in our Inside
| | 04:14 | Sport movie library.
| | 04:16 | So let's go back and let's use the Query
Rules here that are specific to this site.
| | 04:23 | The first thing I want to do is I want
to say okay, how do I want to configure
| | 04:27 | these particular rules, I
need to set a result source.
| | 04:32 | Now when a user goes in and searches,
by default they're actually looking in
| | 04:35 | local SharePoint results.
| | 04:37 | So this is everything except people
and I'm going to go ahead and choose
| | 04:43 | Local SharePoint Results.
| | 04:45 | To be clear, this is the default search
that I am using everywhere through the
| | 04:50 | site: Local SharePoint Results.
| | 04:52 | Now what I want to do is
create a new Query Rule.
| | 04:55 | So I'm going to click New Query Rule.
| | 04:57 | I need to give this a Rule name and the
name for this is "Direct to Sport Asset Library".
| | 05:09 | I have the choice to look for an exact
keyword, to say it contains an action
| | 05:14 | term that's for example; watch, see, look.
| | 05:19 | It matches something specific in the
dictionary, I'm simply going to say
| | 05:24 | Query Matches Keyword Exactly and now I am
going to enter phrases separated by semi-colons.
| | 05:30 | So my first phrase is going to be "movie library".
| | 05:34 | Now I don't want to simply put in
"movie", because if somebody looks for "surf
| | 05:38 | movie", I don't necessarily want them
to go to the library first, I actually
| | 05:42 | would like them to go to one of the
two surf movies first. So
| | 05:47 | "movie library; video library; sport movies; sport videos".
| | 05:49 | That will work.
| | 05:55 | So I'm including the plural and remember
we are going to look for exact keywords.
| | 06:00 | So if they type "sport video",
it's not going to trigger that.
| | 06:07 | Now the Action, well what I'd like to
do is I'd like to add a Promoted Result.
| | 06:12 | The Promoted Result is our sport library,
so I need to know where that is. Easy
| | 06:23 | enough to find, I'm just going to go to
another tab, go to Inside Sport, go to
| | 06:29 | our Sport Assets. Here is our library
and I don't need forms and I don't need
| | 06:36 | thumbnails, but I can present it
exactly this way if I wish, that's fine.
| | 06:41 | So we are going to copy this and go back
to Add Query Rule and enter this as our URL.
| | 06:47 | We have a choice to Render this as a
banner, but I'm simply going to put it
| | 06:53 | as the top link in the site much like
they did in the results we saw earlier
| | 06:57 | in Google and I can put a note here that
says, "Here is our collection of sport videos.
| | 07:04 | Click on a thumbnail to view the video."
| | 07:07 | I am going to go ahead and click Save.
This is our first promoted result.
| | 07:14 | So when someone enters "movie library",
"video library", "sport movies", or "sport
| | 07:19 | videos", this is the first
result that will be there.
| | 07:22 | Notice I can add other
Promoted Results as I wish.
| | 07:26 | There are many more options that we
could explore here, but I'm going to click
| | 07:30 | Save. And we have one new query rule
that we have created, right here that is
| | 07:36 | defined for this site.
| | 07:38 | Here are all of the other SharePoint
provided Query Rules that already exist.
| | 07:46 | If you are working with search in
SharePoint, you'll want to spend some time
| | 07:50 | looking at all of these because this is amazing.
| | 07:53 | All of this search infrastructure has
been set up for you, but more importantly,
| | 07:57 | it's transparent so you can actually
go in and modify these if you wish.
| | 08:02 | Let's now go test our rule, let's go
back to Inside Sport. I'm going to
| | 08:08 | search this site for "sport videos". Here we go!
| | 08:14 | This asset checked off, here is our
library of sport videos, click on a
| | 08:19 | thumbnail to view the video.
Then we have other items that follow.
| | 08:24 | In Sport Assets > All Assets, that's the
same library we see a couple of videos.
| | 08:31 | If I look simply for "surf", I
see a document in this library.
| | 08:36 | But if I look for "movie library", there
we go, once again our promoted result.
| | 08:43 | And by the way if you used best bets in
SharePoint 2010, you'll find it when you
| | 08:49 | migrate to SharePoint 2013 all of
those search keywords have been transformed
| | 08:56 | into SharePoint 2013 Query Rules.
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6. Other New FeaturesWhat's new with workflows| 00:00 | There are a lot of improvements
for workflows in SharePoint 2013.
| | 00:05 | First there is a brand-new workflow
infrastructure and it's a significant
| | 00:10 | improvement over prior versions.
| | 00:12 | So we have a new Windows
Workflow Foundation 4 that's sitting
| | 00:17 | underneath SharePoint.
| | 00:20 | But it's a little more complex than that.
| | 00:22 | Actually there are three
different possibilities and two different
| | 00:27 | Windows workflow products.
| | 00:29 | When you install SharePoint 2013,
whether you're installing Foundation or
| | 00:34 | SharePoint Server, SharePoint 2010
Workflow and Windows Workflow Foundation 3 is
| | 00:40 | automatically installed.
| | 00:42 | So if you're running SharePoint 2013
server you might think, oh I get the new stuff.
| | 00:47 | Well, not necessarily, because you also
then need to install the Workflow Manager.
| | 00:53 | It's a free download, it needs to be
configured, but you need to add it on
| | 00:58 | because that capability is
not there with a simple install.
| | 01:02 | With SharePoint 2013 you can build
workflows that work with Microsoft Project Server.
| | 01:08 | If you're going to do that, obviously
you need to have Project Server installed
| | 01:13 | as well, so two different workflow frameworks;
| | 01:18 | three different possible
installs for SharePoint Server.
| | 01:22 | When you have SharePoint 2013 Workflow
installed however, it will then work with
| | 01:30 | the new redesigned SharePoint Designer.
| | 01:32 | Now SharePoint Designer 2013 can create
SharePoint 2010 Workflows or SharePoint
| | 01:38 | 2013 Workflows, either one.
| | 01:41 | But there are some
interesting things in the new design.
| | 01:45 | Also there are new templates in Visio 2013.
| | 01:49 | You can also use Visio to create
SharePoint Workflows for 2010 and
| | 01:54 | SharePoint Workflows for 2013.
| | 01:56 | But when you look at the difference,
they are two very different creatures,
| | 02:00 | because they work with two
very different workflow engines.
| | 02:04 | So SharePoint Designer
and Visio are no code tools.
| | 02:08 | If you use Visual Studio to create your
workflows, you'll find fabulous support
| | 02:12 | for SharePoint 2013 and Visual Studio 2012.
| | 02:17 | The 2013 Workflow engine
has new workflow actions.
| | 02:21 | Because it's made to work with Project
Server 2013, there are five new actions
| | 02:27 | that are specific to that
install that includes Project Server.
| | 02:30 | But there are over a dozen additional
new workflow actions that will allow you
| | 02:36 | to add functionality to your
workflows that you can't in 2010.
| | 02:40 | A few of them simply replace some of the
workflow actions that will no longer be
| | 02:46 | supported in SharePoint 2013, because
they're specific to the way the workflow
| | 02:53 | engine was working for SharePoint 2010.
| | 02:57 | So a lot of new things that are
possible with workflows, this is a feature to
| | 03:02 | get familiar with early on.
| | 03:04 | First, because of the installation
issues with needing to install the Workflow
| | 03:08 | Manager, but also as you begin
imagining how you can use workflows to automate
| | 03:14 | your work in SharePoint, it will
call on you to add different metadata to
| | 03:18 | libraries unless than
you might normally imagine.
| | 03:21 | If you'd like to know more about
workflows, I recommend SharePoint Designer:
| | 03:25 | Building Custom Workflows
in the lynda.com Library.
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| What's new with business intelligence| 00:00 | There's a lot that's new with
Business Intelligence in SharePoint 2013.
| | 00:05 | First we've got some improvements to
Excel Business Intelligence, the Power View
| | 00:10 | add-in for Excel 2013, and the ability to
show PivotCharts without having to show
| | 00:17 | the corresponding PivotTable.
| | 00:19 | So they decoupled PivotCharts and
PivotTables and that's a good move.
| | 00:24 | Excel services itself:
lots and lots of improvement.
| | 00:28 | First, data exploration has been
improved greatly in this version, so more and
| | 00:35 | more opportunities for users to drill
down into data without you needing to
| | 00:40 | provide exactly what they need.
| | 00:43 | For example they can choose Drill down
to rather than drill down and they can
| | 00:48 | Quick Explore data, but also we are
going to see slicers that you can format all
| | 00:52 | over the place in SharePoint, not just
in Excel Services, so users will get used
| | 00:57 | to using slicers even if they're not
Excel power users. That's another tool
| | 01:02 | then that you can use to
make reports more customizable.
| | 01:05 | The enhanced timeline controls from
Excel are now available in Excel Services.
| | 01:11 | We have better support for
interaction with PivotTables and PivotCharts
| | 01:15 | including support for users using the
field list and the field well and more
| | 01:22 | options when we're publishing workbooks.
| | 01:24 | So rather than simply publishing I
have the choice to be able to publish in
| | 01:29 | Worksheet view or in Gallery view.
| | 01:32 | I can display an entire worksheet in a
browser window or of course I can display
| | 01:37 | contents so that I have one report
at a time on the screen in a gallery.
| | 01:41 | There is a new template for
the Business Intelligence Center.
| | 01:46 | This is going to allow us to more
easily manage reports, scorecards,
| | 01:50 | dashboards, and data sources.
| | 01:52 | So a lot of improvements, mostly in
Excel BI and Excel Services, but we're going
| | 01:58 | to be able to put together better
Business Intelligence Centers as a result.
| | 02:02 | There are modifications to PerformancePoint
as well, including the ability to
| | 02:07 | be able to migrate dashboards to other
sites and other site collections and even
| | 02:11 | to other specific users.
| | 02:14 | We can also search on items within filters and
both filter and search itself has been enhanced.
| | 02:21 | So it's possible in PerformancePoint
to drill down really narrowly and look at
| | 02:26 | a small number of items in a
filter out of a very, very long list.
| | 02:31 | PerformancePoint is also the
gateway to mobility, because we can view
| | 02:35 | performance point dashboards not
just on Windows 8 tablets, but on iPads.
| | 02:40 | A lot of users who want to be able to
consume and interact with business data
| | 02:45 | can do that because of these
enhancements to PerformancePoint services.
| | 02:49 | We also have some changes to Visio Services.
| | 02:52 | Users can now add comments to drawings.
So rather than needing to use Adobe
| | 02:58 | Acrobat as the tool to be able to
comment on the business processes and other
| | 03:03 | diagrams, you can actually have users
do their commenting right in SharePoint.
| | 03:09 | And you actually have the ability to click
Reply and reply in that same comment space.
| | 03:16 | Also to take care of some issues
around how large Visio drawings are and how
| | 03:21 | they interact with the rest of our
SharePoint Content, in this version of
| | 03:25 | SharePoint there is a maximum cache
size setting that's been implemented for
| | 03:28 | Visio Services and all the
corresponding infrastructure to make that work well.
| | 03:33 | The default size is a little over 5000 MB,
but you can change this, it's
| | 03:39 | implemented as a service parameter in
the Central Administration Visio Graphics
| | 03:44 | Application Services. Also new rules
have been added to the SharePoint Health
| | 03:49 | Analyzer in Central Administration
corresponding rules for the cache size.
| | 03:55 | So, from the technical to the sublime,
an entire group of changes that are going
| | 04:01 | to attract new users to SharePoint
Business Intelligence and make it easy for
| | 04:06 | them to interact with data in ways
that they are used to already in Excel for
| | 04:10 | example. Coupled with at least a few
features that promise an easier time
| | 04:15 | administering Business Intelligence
features in SharePoint Server 2013.
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ConclusionGoodbye| 00:00 | I hope you've enjoyed this overview of
the features of SharePoint Server 2013
| | 00:06 | that have been changed or improved
for this version of SharePoint Server.
| | 00:10 | It's been a privilege to be able to prepare
this information for you. So what's next?
| | 00:15 | Well it depends.
| | 00:17 | If you found that the time you spent
learning the new features made you wish
| | 00:21 | for more depth in some of the features,
you should consider SharePoint Server
| | 00:25 | 2013 Essential Training.
| | 00:28 | On the other hand, if as you have been
looking at new features you've realized
| | 00:31 | that you are actually not running
SharePoint Server, you're using SharePoint
| | 00:35 | Foundation which comes with Windows,
then please consider the SharePoint
| | 00:39 | Foundation 2013 Essential Training course.
| | 00:43 | Then regardless, the odds are that if
you're updating your server, you are also
| | 00:47 | updating Office and a
raft of other applications.
| | 00:50 | But you should consider the
overview that's in Office 2013 First Look.
| | 00:55 | All of these courses are
available in the lynda.com library.
| | 00:59 | Thank you again for taking this course,
I'll look forward to working with you
| | 01:03 | again in the future.
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