Home > Store

Essential SharePoint® 2013: Practical Guidance for Meaningful Business Results, 3rd Edition

Register your product to gain access to bonus material or receive a coupon.

Essential SharePoint® 2013: Practical Guidance for Meaningful Business Results, 3rd Edition


  • Sorry, this book is no longer in print.
Not for Sale



  • 85% new and revised content: fully reflects SharePoint 2013's major changes and improvements
  • Draws on the experience of enterprise SharePoint consultants who've spent decades building SharePoint solutions that positively impact the bottom line
  • Covers crucial business issues most SharePoint books ignore, offering expert advice on planning, governance, and adoption in organizations both large and small


  • Copyright 2014
  • Dimensions: 7" x 9-1/8"
  • Pages: 784
  • Edition: 3rd
  • Book
  • ISBN-10: 0-321-88411-6
  • ISBN-13: 978-0-321-88411-4


The Only Book That’s 100% Focused on Maximizing the Business Value of SharePoint 2013

Essential SharePoint® 2013 approaches Microsoft SharePoint 2013 from a strict business value perspective, helping you plan and implement solutions that achieve effective business results.

Leading SharePoint experts draw on their unsurpassed experience to provide business-focused guidance on strategy, governance, planning, deployment, and more. You’ll find in-depth insights for success with collaboration, knowledge and content management, governance, and user adoption.

The authors help you choose features, organize information, define security models, and launch your solution. They present best practices for search, workflow, business intelligence, and integrating information from Office 2013 and beyond. Each chapter includes a section introducing new SharePoint 2013 capabilities, from improved site branding to native iPhone mobile apps.

Throughout, the authors identify success factors, intangibles, and “gotchas,” helping you reduce risk and time-to-value. Learn how to

• Ask the right questions to craft a plan that maximizes business value

• Efficiently deploy either “green field” solutions or upgrades

• Integrate web, Office, and mobile devices into a comprehensive collaboration solution

• Plan effective governance of content, operations, and applications

• Deliver enterprise content management, integrating documents, data, web content, and rich media

• Use search to help find the right knowledge and people

• Measure and optimize user adoption to increase ROI

• Evaluate the cloud-based SharePoint Online option

• Use social tools to promote deeper user interaction

• Collaborate and communicate with customers, partners, and suppliers

• Quickly create agile solutions with mashups and composites

Whether you’re a business leader, IT manager, architect, analyst, developer, or consultant, this book will help you tightly align SharePoint projects with business strategy to deliver outstanding results.


Related Article

Measuring the Value of Enterprise Social Technologies: It's All About That Case!

Author's Site

Please visit the author's site here.

Sample Content

Online Sample Chapter

Planning Your SharePoint 2013 Solution Strategy

Sample Pages

Download the sample pages (includes Chapter 2 and Index)

Table of Contents

Foreword by Jeff Teper xxi

Foreword by Jared Spataro xxiii

Acknowledgments xxv

About the Authors xxvii

Chapter 1: Your Reading Journey 1

What Is This Book About? 2

Reader’s Guide 2

What You Will Learn from This Book 4

Who Should Read This Book 5

How This Book Is Organized 5

What’s New in SharePoint 2013? 6

Key Points 7

Thank You 7

Part I: Planning 9

Chapter 2: Planning Your Solution Strategy 11

SharePoint: What Is It? 12

Is It an Application, a Platform, or a Framework? 14

What’s New in SharePoint 2013? 15

SharePoint Strategy Roadmap 18

Which Capabilities Are Relevant? 25

Key Points 29

Chapter 3: Introducing the SharePoint 2013 Platform 31

Microsoft’s Collaboration Evolution 33

Current Versions of SharePoint Products and Technologies 36

Microsoft SharePoint Server 2013 and Office 2013 38

What’s New in SharePoint 2013? 42

Comparing SharePoint Versions 43

SharePoint: The File Share Killer? 50

SharePoint: The Access and Excel Killer? 51

Key Points 58

Chapter 4: Planning for Business Governance 61

What’s New in SharePoint 2013? 65

Why Is Governance Planning Important? 67

When Should You Start Thinking about Governance? 68

What Is in a Governance Plan? 69

Key Points 100

Chapter 5: Planning for Operational Governance 103

What’s New in SharePoint 2013? 104

Planning for Operational Governance 105

Maintaining Operational Governance 109

Planning for Application Governance 110

Maintaining Application Governance 114

Establish Development and Test Environments 116

Key Points 116

Chapter 6: Planning Your Information Architecture 119

Why Is Information Architecture Important? 122

Understanding the Role of the Information Architect 122

What’s New in SharePoint 2013? 124

Planning Your Information Architecture Strategy—Site Collections and Sub-sites 128

Planning Your Information Architecture Strategy—Gathering the Right Information 131

Creating an Effective Site Architecture 134

Page Architecture 145

Understanding Metadata Architecture 154

Maintaining Your Information Architecture 182

Key Points 184

Chapter 7: Planning Your Adoption Strategy 187

What’s New in SharePoint 2013? 188

Why Is Adoption of New Solutions So Hard? 192

Design a Solution That Delights 194

Plan Your Deployment to Optimize Adoption Success 201

Plan Effective Training 208

Carefully Consider Incentives and Rewards 218

Design and Implement Persistent Communications 221

Key Points 225

Chapter 8: Developing a Value Measurement Strategy 227

What’s New in SharePoint 2013? 229

Why Measure? 231

Measurement Process Overview 232

Question 1: What Are the Business Objectives? 233

Question 2: How Should the Solution Be Designed to Meet the Objectives? 235

Question 3: Who Are the Metrics Stakeholders? 236

Question 4: What Are the Metrics and How Should We Present Them? 238

Question 5: How Can We Collect the Metrics? 254

Question 6: What Do the Metrics Tell Us about How We Need to Change? 256

Key Points 257

Chapter 9: Understanding Architecture Fundamentals 259

What’s New In SharePoint 2013? 259

A Functional Overview 260

Sites, Site Collections, Site Templates, and Service Applications 264

Understanding SharePoint Administration 272

Deployment Options 277

Key Points 283

Chapter 10: Planning Your Upgrade 285

What’s New in SharePoint 2013? 286

Planning for Upgrade or Migration 289

Understanding Upgrade and Migration Options 303

Key Points 309

Chapter 11: Taking SharePoint to the Cloud 311

What’s New in SharePoint 2013? 312

Cloud Computing Concepts 313

Office 365 Overview 315

SharePoint Online Functionality 322

Comparing SharePoint Online with SharePoint Server 2013 326

Planning for SharePoint Online 334

Key Points 338

Chapter 12: Planning Security 341

What’s New In SharePoint 2013? 343

Planning How Users Will Access SharePoint 348

Planning How You Will Share 349

Planning How You Will Secure SharePoint Sites 357

Defining and Documenting Your SharePoint Security Plan 379

Maintaining Your Security Model 389

Key Points 398

Part II: Optimizing 401

Chapter 13: Managing Enterprise Content 403

Getting Started with ECM 404

What’s New in SharePoint 2013? 405

Back to Basics: Document Management in SharePoint 2013 410

Records Management 429

Key Points 435

Chapter 14: Managing Web Content 437

Why SharePoint for Internet-Facing Web Sites? 437

What’s New in SharePoint 2013? 438

Web Content Management: The Basics 446

Branding a SharePoint Site 452

The Content Editor Experience 463

Managed Navigation 466

Planning for Web Content Management 467

Putting It All Together: A WCM Strategy 469

Key Points 470

Chapter 15: Planning for Social Computing 471

What’s New in SharePoint 2013? 472

Getting Started: Planning and Governing Your Social Strategy 479

Using Social Features to Engage Others and Get Work Done 506

Providing a Structure for Collaborating 516

Understanding the Architecture for SharePoint Social 529

Preparing for Yammer Integration 530

Key Points 532

Chapter 16: Planning Enterprise Search 535

What’s New in SharePoint 2013? 535

Planning for Search 536

Understanding Search from a User Perspective 543

Search-Driven Applications 564

Key Points 565

Chapter 17: Planning Business Solutions 567

What’s New in SharePoint 2013? 568

What Is a Composite Application? 570

Using Business Connectivity Services 570

Understanding BCS Components 572

Types of BCS Solutions 573

Planning for BCS Solutions 576

Understanding Business Processes 579

Understanding Workflow Terminology 582

Using the Standard Workflows 584

Creating Custom Workflows with SharePoint Designer 2013 586

Designing Workflows with Visio 2013 592

Creating Electronic Forms 596

Introducing InfoPath 2013 597

Key Points 598

Chapter 18: Planning for Business Intelligence 601

What’s New in SharePoint 2013? 602

Planning for Business Intelligence 603

Which Presentation Tool Is Right for You? 611

Excel and Excel Services 611

PerformancePoint Services 618

Visio Services 620

Putting It All Together 621

Key Points 623

Chapter 19: Planning for Mobility 625

What’s New in SharePoint 2013? 625

Planning for Mobile 626

Mobile Usage Scenarios 630

The SharePoint Phone and Tablet Experience 631

SharePoint Newsfeed Mobile Applications 633

SkyDrive Pro Mobile Applications 636

Office Mobile and Web Apps 636

Third-Party Mobile Applications 640

Key Points 641

Chapter 20 Integrating Office Applications 643

What’s New in Office 2013? 644

Office Client Applications That Connect with SharePoint 2013 652

SkyDrive Pro—Taking SharePoint Documents Offline 654

Documents and Data Caching 660

Backstage 670

Other Clients: Office Web Apps and Office Mobile Applications 672

Key Points 674

Appendix: Content You Can Reuse 677

Content for Your Governance and Training Plans 678

New or Different User Tasks in SharePoint 2013 690

New or Different Site Owner Tasks in SharePoint 2013 704

Index 713

More Information

InformIT Promotional Mailings & Special Offers

I would like to receive exclusive offers and hear about products from InformIT and its family of brands. I can unsubscribe at any time.


Pearson Education, Inc., 221 River Street, Hoboken, New Jersey 07030, (Pearson) presents this site to provide information about products and services that can be purchased through this site.

This privacy notice provides an overview of our commitment to privacy and describes how we collect, protect, use and share personal information collected through this site. Please note that other Pearson websites and online products and services have their own separate privacy policies.

Collection and Use of Information

To conduct business and deliver products and services, Pearson collects and uses personal information in several ways in connection with this site, including:

Questions and Inquiries

For inquiries and questions, we collect the inquiry or question, together with name, contact details (email address, phone number and mailing address) and any other additional information voluntarily submitted to us through a Contact Us form or an email. We use this information to address the inquiry and respond to the question.

Online Store

For orders and purchases placed through our online store on this site, we collect order details, name, institution name and address (if applicable), email address, phone number, shipping and billing addresses, credit/debit card information, shipping options and any instructions. We use this information to complete transactions, fulfill orders, communicate with individuals placing orders or visiting the online store, and for related purposes.


Pearson may offer opportunities to provide feedback or participate in surveys, including surveys evaluating Pearson products, services or sites. Participation is voluntary. Pearson collects information requested in the survey questions and uses the information to evaluate, support, maintain and improve products, services or sites, develop new products and services, conduct educational research and for other purposes specified in the survey.

Contests and Drawings

Occasionally, we may sponsor a contest or drawing. Participation is optional. Pearson collects name, contact information and other information specified on the entry form for the contest or drawing to conduct the contest or drawing. Pearson may collect additional personal information from the winners of a contest or drawing in order to award the prize and for tax reporting purposes, as required by law.


If you have elected to receive email newsletters or promotional mailings and special offers but want to unsubscribe, simply email information@informit.com.

Service Announcements

On rare occasions it is necessary to send out a strictly service related announcement. For instance, if our service is temporarily suspended for maintenance we might send users an email. Generally, users may not opt-out of these communications, though they can deactivate their account information. However, these communications are not promotional in nature.

Customer Service

We communicate with users on a regular basis to provide requested services and in regard to issues relating to their account we reply via email or phone in accordance with the users' wishes when a user submits their information through our Contact Us form.

Other Collection and Use of Information

Application and System Logs

Pearson automatically collects log data to help ensure the delivery, availability and security of this site. Log data may include technical information about how a user or visitor connected to this site, such as browser type, type of computer/device, operating system, internet service provider and IP address. We use this information for support purposes and to monitor the health of the site, identify problems, improve service, detect unauthorized access and fraudulent activity, prevent and respond to security incidents and appropriately scale computing resources.

Web Analytics

Pearson may use third party web trend analytical services, including Google Analytics, to collect visitor information, such as IP addresses, browser types, referring pages, pages visited and time spent on a particular site. While these analytical services collect and report information on an anonymous basis, they may use cookies to gather web trend information. The information gathered may enable Pearson (but not the third party web trend services) to link information with application and system log data. Pearson uses this information for system administration and to identify problems, improve service, detect unauthorized access and fraudulent activity, prevent and respond to security incidents, appropriately scale computing resources and otherwise support and deliver this site and its services.

Cookies and Related Technologies

This site uses cookies and similar technologies to personalize content, measure traffic patterns, control security, track use and access of information on this site, and provide interest-based messages and advertising. Users can manage and block the use of cookies through their browser. Disabling or blocking certain cookies may limit the functionality of this site.

Do Not Track

This site currently does not respond to Do Not Track signals.


Pearson uses appropriate physical, administrative and technical security measures to protect personal information from unauthorized access, use and disclosure.


This site is not directed to children under the age of 13.


Pearson may send or direct marketing communications to users, provided that

  • Pearson will not use personal information collected or processed as a K-12 school service provider for the purpose of directed or targeted advertising.
  • Such marketing is consistent with applicable law and Pearson's legal obligations.
  • Pearson will not knowingly direct or send marketing communications to an individual who has expressed a preference not to receive marketing.
  • Where required by applicable law, express or implied consent to marketing exists and has not been withdrawn.

Pearson may provide personal information to a third party service provider on a restricted basis to provide marketing solely on behalf of Pearson or an affiliate or customer for whom Pearson is a service provider. Marketing preferences may be changed at any time.

Correcting/Updating Personal Information

If a user's personally identifiable information changes (such as your postal address or email address), we provide a way to correct or update that user's personal data provided to us. This can be done on the Account page. If a user no longer desires our service and desires to delete his or her account, please contact us at customer-service@informit.com and we will process the deletion of a user's account.


Users can always make an informed choice as to whether they should proceed with certain services offered by InformIT. If you choose to remove yourself from our mailing list(s) simply visit the following page and uncheck any communication you no longer want to receive: www.informit.com/u.aspx.

Sale of Personal Information

Pearson does not rent or sell personal information in exchange for any payment of money.

While Pearson does not sell personal information, as defined in Nevada law, Nevada residents may email a request for no sale of their personal information to NevadaDesignatedRequest@pearson.com.

Supplemental Privacy Statement for California Residents

California residents should read our Supplemental privacy statement for California residents in conjunction with this Privacy Notice. The Supplemental privacy statement for California residents explains Pearson's commitment to comply with California law and applies to personal information of California residents collected in connection with this site and the Services.

Sharing and Disclosure

Pearson may disclose personal information, as follows:

  • As required by law.
  • With the consent of the individual (or their parent, if the individual is a minor)
  • In response to a subpoena, court order or legal process, to the extent permitted or required by law
  • To protect the security and safety of individuals, data, assets and systems, consistent with applicable law
  • In connection the sale, joint venture or other transfer of some or all of its company or assets, subject to the provisions of this Privacy Notice
  • To investigate or address actual or suspected fraud or other illegal activities
  • To exercise its legal rights, including enforcement of the Terms of Use for this site or another contract
  • To affiliated Pearson companies and other companies and organizations who perform work for Pearson and are obligated to protect the privacy of personal information consistent with this Privacy Notice
  • To a school, organization, company or government agency, where Pearson collects or processes the personal information in a school setting or on behalf of such organization, company or government agency.


This web site contains links to other sites. Please be aware that we are not responsible for the privacy practices of such other sites. We encourage our users to be aware when they leave our site and to read the privacy statements of each and every web site that collects Personal Information. This privacy statement applies solely to information collected by this web site.

Requests and Contact

Please contact us about this Privacy Notice or if you have any requests or questions relating to the privacy of your personal information.

Changes to this Privacy Notice

We may revise this Privacy Notice through an updated posting. We will identify the effective date of the revision in the posting. Often, updates are made to provide greater clarity or to comply with changes in regulatory requirements. If the updates involve material changes to the collection, protection, use or disclosure of Personal Information, Pearson will provide notice of the change through a conspicuous notice on this site or other appropriate way. Continued use of the site after the effective date of a posted revision evidences acceptance. Please contact us if you have questions or concerns about the Privacy Notice or any objection to any revisions.

Last Update: November 17, 2020