SharePoint 2013 Field Guide: Advice from the Consulting Trenches

Description

Covers SharePoint 2013, Office 365’s SharePoint Online, and Other Office 365 Components

In SharePoint 2013 Field Guide, top consultant Errin O’Connor and the team from EPC Group bring together best practices and proven strategies drawn from hundreds of successful SharePoint and Office 365 engagements. Reflecting this unsurpassed experience, they guide you through deployments of every type, including the latest considerations around private, public, and hybrid cloud implementations, from ECM to business intelligence (BI), as well as custom development and identity management.

O’Connor reveals how world-class consultants approach, plan, implement, and deploy SharePoint 2013 and Office 365’s SharePoint Online to maximize both short- and long-term value. He covers every phase and element of the process, including initial “whiteboarding”; consideration around the existing infrastructure; IT roadmaps and the information architecture (IA); and planning for security and compliance in the new IT landscape of the hybrid cloud.

SharePoint 2013 Field Guide will be invaluable for implementation team members ranging from solution architects to support professionals, CIOs to end-users. It’s like having a team of senior-level SharePoint and Office 365 hybrid architectureconsultants by your side, helping you optimize your success from start to finish!

Detailed Information on How to…

• Develop a 24-36 month roadmap reflecting initial requirements, longterm strategies, and key unknowns for organizations from 100 users to 100,000 users
• Establish governance that reduces risk and increases value, covering the system as well as information architecture components, security, compliance, OneDrive, SharePoint 2013, Office 365, SharePoint Online, Microsoft Azure, Amazon Web Services, and identity management
• Address unique considerations of large, global, and/or multilingual enterprises
• Plan for the hybrid cloud (private, public, hybrid, SaaS, PaaS, IaaS)
• Integrate SharePoint with external data sources: from Oracle and SQL Server to HR, ERP, or document management for business intelligence initiatives
• Optimize performance across multiple data centers or locations including US and EU compliance and regulatory considerations (PHI, PII, HIPAA, Safe Harbor, etc.)
• Plan for disaster recovery, business continuity, data replication, and archiving
• Enforce security via identity management and authentication
• Safely support mobile devices and apps, including BYOD
• Implement true records management (ECM/RM) to support legal/compliance requirements
• Efficiently build custom applications, workflows, apps and web parts
• Leverage Microsoft Azure or Amazon Web Services (AWS)

Sample Content

Table of Contents

1 Introduction to SharePoint 2013 (On-Premises, Office 365 Cloud, and Hybrid)     1
Key SharePoint 2013 Methodologies and Best Practices     3
Presenting SharePoint 2013     9
Overview of SharePoint 2013 Key Features     10
SharePoint 2013’s On-Premises and Office 365     10
SharePoint Server 2013 Technology Updates     12
Feature Comparison of SharePoint On-Premises Versus Office 365/ SharePoint Online     16
SharePoint Server 2013’s Capabilities     18
Summary     30
2 Proven Implementation Strategies for SharePoint 2013 and Office 365 | SharePoint Online     31
Where to Begin     31
SharePoint Public Relations and Communications Strategy     36
High-Level Overview of a SharePoint 2013/Office 365 Deployment     40
Identifying the Core Tasks and Milestones of Your Initiative     44
Identifying Common Terms and Features of SharePoint 2013     54
Getting Acquainted with SharePoint Server 2013/Office 365’s Architecture and Understanding Its Components     60
Summary     65
3 Governed Utilization of the Features and Functionality in SharePoint 2013/Office 365     67
Understanding Device Channels in SharePoint 2013 (BYOD)     70
SharePoint 2013/Office 365: Preparing for Governance     71
Implementing a Best Practices Information Architecture from the Very Beginning     79
Introduction to SharePoint 2013 and the Hybrid Cloud Mind-Set     82
Social Computing in SharePoint 2013     87
Summary     99
4 Understanding SharePoint 2013 and Microsoft Office Integration with Office 365 Now in the Picture     101
SharePoint 2013 and Office 365: An Overview     102
Planning for Apps in SharePoint and Office 2013     109
Office 365 Compliance     111
How Safe Is My Organization’s Office 365 Data?     113
Summary     117
5 Implementing a Best Practices SharePoint 2013/Office 365 Information Architecture     119
Planning SharePoint 2013’s Taxonomy, Navigational Hierarchy, and Overall Topology     121
Where to Begin     126
Translating Your Business and Functional Requirements into SharePoint 2013/Office 365 Lists and Libraries     138
Modifying Lists and Libraries     150
Creating and Modifying List and Library Views     160
Working with List Content     163
Creating Discussions and Surveys     166
Summary     170
6 Using Out-of-the-Box Web Parts in SharePoint 2013/Office 365     171
Blog Web Parts     171
Business Data Web Parts     173
Community Web Parts     177
Content Rollup Web Parts     180
Document Sets Web Parts     191
Filters Web Parts     191
Forms Web Parts     192
Media and Content Web Parts     192
Search Web Parts     194
Search-Driven Content Web Parts     195
Social Collaboration Web Parts     195
Summary     196
7 Implementing a SharePoint 2013 System Architecture with Future Hybrid Scalability in Mind     197
Understanding On-Premises, Cloud, and Hybrid Environments in SharePoint 2013     197
Three Major Types of Cloud Services     207
Should I Prepare for a Hybrid SharePoint Platform?     216
SharePoint 2013’s System Architecture     218
Key Areas to Consider Regarding Scalability in Your SharePoint 2013 Architectural Roadmap     227
Understanding SharePoint Server 2013 Search Architecture     229
SharePoint 2013 BYOD Best Practices     233
Summary     234
8 Business Intelligence Overview for SharePoint 2013 and Office 365     235
Business Intelligence Considerations in SharePoint 2013     237
Microsoft Excel Services, PowerPivot, and PowerView     240
Microsoft PerformancePoint Overview in SharePoint 2013     243
Visio Services Overview in SharePoint 2013     244
Database Connections and External Data Sources     245
SOAP Service Connection Review     254
REST Service Connection Review     256
Reviewing an XML File Connection     257
Reviewing Linked Data Sources     259
Microsoft’s Power BI for Office 365     266
Summary     267
9 Governance Strategies for SharePoint 2013, Office 365, and SharePoint Online     269
Governance Best Practices “from the Trenches” for SharePoint 2013 and Office 365’s SharePoint Online     269
SharePoint Architecture Governance     285
Security Governance for SharePoint 2013 and Office 365’s SharePoint Online     292
Social Computing Governance     302
Operational and Technical Policies and Standards     304
Uptime and Performance Standards     307
Public and Hybrid Cloud Governance     311
Customization Governance     313
User Interface Governance and Related Policies     317
Acceptable Usage Policy to Enforce in Your Governance Strategy     319
Summary     322
10 Enterprise Content Management (ECM), Records Management (RM), and eDiscovery Best Practices     323
Proven ECM and RM Strategies for SharePoint 2013 and/or SharePoint Online     324
Records Management Best Practices     328
Key RM and ECM Features for SharePoint Server 2013 and SharePoint Online     333
Content Types in SharePoint Server 2013     340
Content Type Hub     341
Content Organizer     341
Library and List Settings in SharePoint 2013     345
Record Center Overview     353
eDiscovery Strategies in SharePoint Server 2013     355
Summary     360
11 Upgrade and Migration Best Practices     361
Ensuring That Your System and Information Architecture Strategy Aligns with Your SharePoint Roadmap     363
Understanding and Reviewing Your Current Technology Landscape     367
Performing a Content and Configuration Assessment on Your Existing Environments     371
SharePoint 2013 Upgrade and Migration Strategy Overview     380
Upgrading or Migrating SharePoint 2007 to SharePoint 2013     381
Upgrading or Migrating SharePoint 2010 to SharePoint 2013     386
Windows PowerShell Related SharePoint 2013 Upgrade and Migration Tasks     391
Summary     406
12 Installation and Configuration     407
Detailing the Installation, Deployment, and Configuration Requirements     408
Implementation Plan Overview—“In the Trenches” Scenario     410
A Proven Installation Process to Follow     414
Overview of the Configuration Process and Related Granular Tasks     416
Summary     428
13 Development Strategies and Custom Applications in SharePoint 2013, Office 365, and SharePoint Online     429
Overview of SharePoint 2013, Office 365, and Microsoft Azure Development Strategies     429
Reviewing the SharePoint App Model and the Composition of an App for SharePoint     440
SharePoint 2013’s APIs, Office 365 API Tools, and the Development Options for Accessing Data and Resources     449
Security and Identity Management Considerations for Application Development     458
Development Tools and Related Strategies for Public, Private, and Hybrid Environments     462
Developing Workflows in SharePoint 2013, Office 365, and SharePoint Online     481
BCS, External, and LOB Systems Integration Strategies     496
Summary     489
14 Search, Web Content Management, Branding, and Navigational Strategies     501
Overview of Search in SharePoint 2013, Office 365, and SharePoint Online     502
Web Content Management Feature Deep-Dive     524
Multilingual Sites in SharePoint 2013, Office 365, and SharePoint Online     538
Implementing Custom Branding for SharePoint 2013, Office 365, and SharePoint Online     543
Summary     551
15 Administration and Maintenance Strategies     553
SharePoint 2013, Office 365, and SharePoint Online Administration Overview     553
SharePoint 2013 Administration Considerations     559
SharePoint Admin Center in Office 365     566
Exchange Admin Center in Office 365     569
Lync Admin Center in Office 365     573
SQL Server 2012/2014 Best Practice Administration for SharePoint 2013     575
SharePoint 2013 Backup and Recovery     577
Windows PowerShell Administration Overview     579
System Center 2012 Overview     581
Administration of Mobile Devices     582
Summary     583
16 Social Networking and My Site Strategies     585
Overview of Social Capabilities in SharePoint 2013, Office 365, and SharePoint Online     585
SharePoint Communities: Best Practices and Proven Strategies     586
My Sites in SharePoint 2013, Office 365, and SharePoint Online     595
Yammer Overview     602
Summary     603
17 SharePoint 2013, Office 365, and SharePoint Online: Training and End-User Adoption Strategies     605
Key Considerations and Strategies to Ensure Long-Term Training Success     606
Training Requirements and Required Knowledge of Your Users     610
Using Training to Drive User Adoption     616
Implementing a SharePoint and/or Office 365 Training Site for Your Organization     619
Free Training Material and Courses Available from Microsoft     620
Summary     622
18 Disaster Recovery (DR) and Business Continuity Management (BCM) Considerations     623
Developing a Best Practices Approach to Disaster Recovery and
Business Continuity for SharePoint 2013     623
Preparation for SharePoint 2013 DR/BCM     624
Inventory of SharePoint 2013 and Related Components     628
Backup of SharePoint 2013 and Related Content and Components     631
Restoration of the Environment     642
Summary     648
Index     649

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