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

SharePoint Server 2013 Part 2 Business Intelligence & Content Management

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Richard OertleSubject Matter Expert

www.NetComLearning.com

Module Overview

What's New in Business Intelligence?

• What's New in Composites

• What’s New in Enterprise Content Management

• What's New in Records Management and Compliance


What's New in Business Intelligence?

Excel Services

Visio Services

• PerformancePoint Services


Excel Services

New Excel Client Features

SQL Server Analysis Services

PowerPivot Data Models

Excel Services


Visio Services

• MaximumCacheSize parameter prevents excessive resource consumption

• New Health Analyzer rules

• Updated Set-SPVisioPerformance cmdlet

• End users can add comments to rendered Visio drawings


PerformancePoint Services

• Apply styles to dashboards

• Export dashboards in their entirety

• Interact with dashboards on iPad devices

• Connect to Analysis Services data sources using per-user authentication without configuring Kerberos


What's New in Composites

Access Services and Access Apps

SharePoint Workflows

Using BCS Data in SharePoint Composites

• Demonstration: Creating Workflows for SharePoint 2013


Access Services and Access Apps

• Access Services now uses SQL Server as the data store Each Access application has its own SQL Server database

Improves performance

Improves scalability

• Power users can create Access apps Create a data-driven application in the Access client

Package and distribute the application as a SharePoint app

Offers robust, code-free solutions to business problems


SharePoint Workflows

• New, backwards-compatible workflow architecture

• Switch between declarative and visual designers

• Use workflow stages to build state machine-like functionality without writing code

• Built-in action for calling SOAP web services

Stage: Confirmed

Stage: Resolved

Stage: Assigned


Topic Overview

What’s New in Enterprise Content Management

• What's New in Records Management and Compliance


What’s New in Enterprise Content Management

Team Folders

Document Sets

Managed Metadata

Project Sites

• Demonstration: Creating and Using a Project Site


Team Folders

Team Folder

Documents are stored in SharePoint

Emails are stored in Exchange

Users can work with folder contents from SharePoint, Outlook, or OWA


Document Sets

• Improved functionality Create folders

Add OneNote notebooks

Capture versions of document set as a whole

• Improved search and query experience Specific result type with icon

Search within document sets

Supported by CBS and CBQ web parts


Managed Metadata

• Use managed metadata to drive a variety of different functionality Provide navigation structure for publishing sites

Create search-driven pages

• Share term sets with specific site collections

• Specify the ways in which users can use your term sets

• Enhanced multilingual support Add support for any language, language pack not required

Use SharePoint Translation Service to translate terms


Project Sites

• Project Summary web part

• Visual timeline for project tasks

• Shared calendar

• Team notebook


Demonstration: Creating and Using a Project Site

• Create a site using the Project Site template

• Explore the site notebook and the OneNote Web App functionality

• Explore the tasks list and the project timeline

• View the Project Summary web part

• Explore the project calendar functionality


What's New in Records Management and Compliance

Site-based Compliance

In-place Preservation

• Discovery


Site-based Compliance

Project Phase Actions

Start • Site owner assigns a policy template to the project site

In Progress • Retention policies are automatically applied to SharePoint artifacts and team emails

End • Team folders are removed from Outlook UI

• Expiry policy criteria are enabled

Expiry • Project artifacts are deleted


In-place Preservation

• More sophisticated alternative to putting content on hold

• Creates a snapshot of content at a particular point in time

• Users can continue to create, modify, and delete content

• Users with permission to perform eDiscovery can locate and retrieve preserved content

• You can preserve any site artifacts and team mailboxes

• Queries define preservation scope


Discovery

Discovery Case

Sources

SharePoint Sites

Exchange Mailboxes

File Shares

Queries

Date Ranges

Authors

Free Text Search

Discovery Sets

Exports


Stick Around for Q&As

Complimentary Event Series.Target Audience: Decision Makers, IT Professionals

Agenda:

• Keynote Speaker from Microsoft: New Microsoft Technology Overview• What's New in Windows Server 2012 • What's New in System Center 2012• Building the Right Skills for Success: New Microsoft Certifications• Keynote Speaker from Microsoft l Solution Spotlight: Productivity with the Microsoft Stack • What's New in SharePoint 2013• What's New in Exchange 2013

April 8th NYC | 9 – 4 pmApril 9th DC Metro Area | 9 – 4 pmApril 10th Philadelphia | 9 – 4 pmApril 11th Iselin, NJ | 9 – 4 pm

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MCSA: Windows Server 2012


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MCSE: SharePoint



MCSE: SharePoint

MCSE: SharePoint• 20331: Core Solutions of Microsoft SharePoint Server 2013

• 20332: Advanced Solutions of Microsoft SharePoint Server 2013

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