Microsoft SharePoint 2013 Inside Out by Darvish Shadravan, Penelope Coventry, Thomas Resing -- Read -- Imperial Library of Trantor

Modifying validation settings Modifying column default value settings Modifying rating settings Modifying audience targeting settings Modifying form settings

Updating permissions and management

Deleting lists or document libraries Saving a list or library as a template Editing permissions for a list or library Adding a user to a list or library Removing a user from a list or library Checking permissions on a list or library Managing files that have no check-in version

Modifying workflow settings Modifying information management policy settings Modifying enterprise metadata and keywords settings Generating a file plan report Creating and modifying list and library views

Creating a list or library view Modifying and deleting views

Working with list content

Calculated columns List validations When to use folders

Limitations and workarounds

Software boundaries, limits, and thresholds Throttling Indexing columns

Summary

4. Working with collaboration sites

Creating team sites

Customizing team sites Working with document libraries Using SkyDrive Pro Sharing sites, libraries, and files

External sharing Checking sharing permissions

Using a team notebook Using a site mailbox

Understanding project sites

Managing tasks

Summary

5. Using Office applications with SharePoint

Editing documents in Office

Opening and saving files in SharePoint libraries Checking in and checking out files

Checking out a file with the browser Checking out a file from within Word, PowerPoint, or Excel Checking out a file from within Visio Editing a file that is configured as Check Out Required Closing a checked out file Checking in a file from within Word, PowerPoint, Excel, or Visio

Coauthoring with SharePoint 2013

Important considerations Coauthoring in a mixed Office environment Performance and scalability

Managing versions of a file from within Word, PowerPoint, Excel, or Visio

Integrating Excel with SharePoint

Sharing a Excel workbook with SharePoint Importing Excel data into a SharePoint list Analyzing SharePoint list data in Excel

Integrating Access with SharePoint

Using Access Services Moving Access data into SharePoint lists

Integrating OneNote with SharePoint Integrating Outlook with SharePoint Using form libraries Integrating Project with SharePoint Using SkyDrive Pro with SharePoint Using Office Web Apps with SharePoint Summary

6. Sharing information with SharePoint social networking

The Newsfeed Community sites

Community portal Community Site template Visiting and joining communities Discussions Reputations

Performing community site management

Creating communities Setting permissions Changing community settings Managing and creating categories Setting achievement and reputation settings

Moderating a community

Moderation tasks Promoting people and content

Extending your community to the cloud with Yammer Summary

7. Using and creating workflows

SharePoint workflow basics

Process automation methods Planning for process automation Introducing workflow terminology

Workflow templates Workflows and workflow instances Association and initiation forms

Using workflow templates and workflow instances

Common lists used by workflow instances Adding a workflow template to a list or library Modifying a workflow Removing a workflow Using a workflow Using site workflow templates

Gathering requirements using Visio diagrams

Creating a Visio diagram Adding conditions and actions to a Visio diagram Validating and exporting a Visio SharePoint workflow diagram Importing a Visio diagram into SharePoint Designer

Creating, editing, and managing custom workflows with SharePoint Designer

Creating workflows and workflow templates

Creating list and site workflows Checking and publishing workflows Using reusable and globally reusable workflows Packaging workflows

Using conditions, actions, steps, stages, and loops

Conditions Actions Steps Stages Loops

Using the Workflow Settings page Editing workflows

Save Clipboard Modify Insert Manage Variables

Authoring work using the Visual Designer

Action Tag attributes Action tag properties

Working with the Text-Based Designer

Stage outline

Obtaining data not saved in the current item

Summary

8. Planning site content

An introduction to information architecture

Start with purpose Use a sandbox Prototypes or wireframes Card sorting

Governance

What is SharePoint governance? How to govern SharePoint Governance by site audience

Audience size growth Large audience governance Personal site governance

Choosing a content manager

Identifying the content manager on the page

Planning content for Internet sites

Tight governance for public messaging Separate content by audience Open to the public with anonymous permissions

Enabling anonymous access in Central Administration Enabling anonymous access in Site Settings

Advanced planning considerations

IRM Data protection, recoverability, and availability

Service-level agreement Two-stage recycle bins

Summary

9. Creating and formatting content pages

Creating and modifying content pages using a browser

Modifying wiki pages Using the Format Text tab

Using the Insert tab

Modifying publishing pages Creating wiki pages Creating wiki links Creating publishing pages Managing pages

Working with Page History Managing versions

Using Web Part pages

Shared version Personal version Editing Web Part pages Creating Web Part pages

Using mobile pages

Using SharePoint Designer 2013 to create and modify webpages

Saving modifications Managing pages Creating pages Working in Advanced Mode

Creating application pages for SharePoint sites Summary

10. Adding, editing, connecting, and maintaining web parts

Web parts overview The new app model and app parts

When an app is not an app

Web parts in SharePoint 2013

Blog web parts Business data web parts Community web parts Content rollup web parts

Content Query Web Part Content Search Web Part Project Summary and Timeline Web Parts Relevant Documents Web Part RSS Viewer Web Part WSRP Viewer Web Part XML Viewer Web Part

Filter web parts Forms web parts

HTML Form Web Part InfoPath Form Web Part

Media and content web parts

Content Editor Web Part Getting Started With Your Site Web Part Image Viewer Web Part Page Viewer Web Part Picture Library Slideshow Web Part Embed code and media and the Script Editor Web Parts

Social collaboration web parts

Deprecated web parts

Recent Activities Web Part Chart Web Part Status Indicators and Status List Web Parts Web Analytics

Summary

11. Managing documents

Document management locations

Team Site Document Center Records Center Document library

Versioning Workflows

Site columns, content types, and the content type hub

Site columns Content types Content type hub

Managed metadata service for documents Managing document sets The importance of SharePoint Search in document management Summary

12. Designing web content management sites

Designing and branding

An overview of Design Manager Understanding the SharePoint page model

Master pages Page layouts Pages

Themes and composed looks

Themes Composed looks Changing the look

Creating site design

Supporting mobile devices

Understanding device channels Working with device channels

Mapping a network drive Converting HTML to a master page

Preparing the HTML file for conversion Converting the HTML file to a master page

Understanding the HTML markup after conversion

Document properties SharePoint markup Comments Markup (snippets) Preview blocks SharePoint IDs

Updating the site master page Creating page layouts

Using image renditions Using content rollup web parts

Using the CSWP and display templates

Display templates Display templates and search web parts Adding and configuring the CSWP How to create a display template

Using the Content Query Web Part

Adding and configuring the CQWP How to create customized XSL files for the CQWP

Metadata and navigation

Managed navigation Friendly URLs

Publishing content

Design packages Cross-site collection publishing

WCM considerations

Usage analytics Variations and multilingual sites

Understanding variations Machine Translation Services

Summary

13. Implementing compliance, records management, and eDiscovery

Compliance

HIPAA and the HITECH Act

SOX

Site-based retention

Records management

Implementing a records management planning process

Review the compliance requirements document Identify the records management roles Analyze the organizational content Develop a file plan Develop the retention schedules Evaluate and improve the document management practices Design a records management solution Plan how content becomes records Convert active documents to records Plan the email integration Plan compliance for social media content Plan compliance reporting and documentation

Using the Records Center Site template

Create a Records Center site Access the Records Center dashboard Manage connections to a Records Center

eDiscovery

How eDiscovery works Site holds eDiscovery Center Site Collection template

Creating an eDiscovery Center site collection Creating an eDiscovery case Adding sources and placing them on hold Preserving content Exporting eDiscovery search results

Summary

14. Planning for business intelligence and key performance indicators

Software requirements for business intelligence

SQL Server 2012 for SharePoint business intelligence PowerPivot software requirements Reporting Services software requirements Excel Services advanced scenarios software requirements PerformancePoint Services (PPS) software requirements Visio Services software requirements

Business intelligence in SharePoint Server 2013

Excel Services

Excel Services improvements

PPS

PPS improvements

Visio Services

Visio Services improvements

Creating and configuring Excel Services service applications

Configuring Excel Services

Configuring an application pool account Starting Excel Calculation Services Creating an Excel Services service application

Data authentication for Excel Services

Data sources and authentication methods for Excel Services Connecting to external data with Excel Services Data connections for Excel workbooks

Managing Excel Services

Global settings for Excel Services Trusted file locations Trusted data providers Trusted data connection libraries User-defined function assemblies Data model settings

Creating and configuring PPS service applications

Configuring PPS

Installing ADOMD.NET from SQL Server 2008 R2 feature pack Configuring the application pool account Starting PPS Creating a PPS service application

Enabling trusted locations for PPS

Enabling trusted locations for data sources and dashboard content Adding a trusted data source location Adding a trusted content location

Creating and configuring a Visio Graphics Service service application

Creating a Visio Graphics Service service application Configuring the global settings for a Visio Graphics Service Creating trusted data providers for a Visio Graphics Service

Creating and configuring a Business Intelligence Center

Creating a Business Intelligence Center Setting permissions for a Business Intelligence Center

Summary

15. Implementing better business intelligence with Excel Services and SQL Server 2012

Excel Services features overview External data connections

Configuring the authentication settings

Creating a data access account Using Analysis Services EffectiveUserName Using Secure Store with SQL authentication

Configuring Secure Store settings in Excel

Exporting the ODC file Adding the ODC file to the BI Center trusted data connection library Uploading the ODC file to the data connection library

Working with data connections

Using existing data connections in Excel Creating new data connections in Excel

Collecting data through data models Creating reports and scorecards

Using PowerPivot

PowerPivot features Enabling PowerPivot in Excel Enabling PowerPivot in SharePoint Creating a PowerPivot Gallery

Creating an Excel Services dashboard using SSAS data

Creating Data Connection to Analysis Services data Creating the PivotTable and PivotChart reports Improving the look and feel of the dashboard

Uploading to your BI Center site Using Power View

Enabling Power View in Excel

Excel Services for developers

Excel Interactive view JavaScript Object Model JavaScript UDFs OData in Excel Services

Summary

16. Building powerful dashboards with PerformancePoint Services

PerformancePoint overview

UI enhancements

Themes iPad support Filter enhancements and filter search Business Intelligence (BI) Center Dashboard Designer

Server-side improvements

Dashboard migration and deployment Analysis services support for the “effective user”

Using Dashboard Designer

Authenticating Dashboard Designer

Setting user authentication for a computer on the same domain Setting user authentication for a computer not on the same domain

Starting Dashboard Designer Configuring Dashboard Designer to a SharePoint site Exploring the Dashboard Designer interface

Left pane The ribbon Center pane Right pane

Creating data connections and data sources

Analysis Services data source Excel Services data source SharePoint list data source SQL Server table data source

Dashboard items

Scorecards

Toggling the Dashboard Designer Scorecard Wizard Creating a blank scorecard Creating KPIs for a scorecard Adding KPIs to a scorecard

Reports

Analytic Chart and Analytic Grid reports Strategy map reports KPI Details reports

Creating a dashboard

Creating a dashboard page Adding items to the dashboard page Setting autosize for Excel Services dashboard reports Connecting the selected country in the scorecard to the Analytic Chart report

Configuring dashboard zones

Adding or removing zones

Changing the zone size

Deploying the dashboard

Summary

17. Working with Visio Services

Looking at Visio Services

Displaying Visio drawings in Visio Services Adding a Visio Web Access Web Part to a page Visio Graphics Service service application Visio Services system performance Visio Services security considerations Supported data scenarios

Designing dashboards

Data linking

Obtaining external data Refreshing external data Mapping external data to shapes Adding data graphics Inserting a legend Web part connections

Customizing Visio Services solutions

Server-side customizations Visio Services JavaScript mashup APIs Validation

Summary

18. Discovering information with SharePoint 2013 Search

What’s new in SharePoint 2013 Search Exploring the new search user interface Discovering social and people information Search architecture and site administration

Overview of the new search architecture Creating a search center Site search settings

Adding a result source, query rule, and result type to your site Summary

19. Creating a customized SharePoint 2013 search experience

Using the Keyword Query Language (KQL) Using Search web parts

Refinement Web Part Search Box Web Part Search Navigation Web Part Search Results Web Part

Understanding result sources Understanding query rules

Using Query Builder and query transforms

Defining custom result types

Using display templates

Creating a customized search experience

Adding a result source Adding a search vertical page Configuring the Search Results Web Part Adding search navigation Using a query rule to provide a promoted result Creating a custom result type and display template

Summary

20. Creating, managing, and designing sites

Creating and managing sites using SharePoint Designer 2013

Opening sites Exploring SharePoint Designer Controlling the use of SharePoint Designer

SharePoint Designer usage settings Implementing SharePoint Designer settings for a web application Implementing SharePoint Designer settings for a site collection

Creating sites Managing sites

Designing sites

Changing the look of your site

Theme gallery Composed Looks gallery

Creating a Composed Look

Color palettes Font schemes Creating master pages and previews Master pages anatomy Content placeholders Creating a preview file

Working with CSS Deploying your design

Saving sites as templates Summary

21. Creating enterprise forms

Creating InfoPath forms

Introduction to InfoPath Form design basics Walkthrough of the sample Site Request form Opening the Site Request form in InfoPath Understanding the design of the InfoPath Site Request form

View 1 (Home) View 2 (Formats) View 3 (Questions) View 4 (Summary)

Publishing InfoPath forms to SharePoint libraries

Creating Access forms

Introduction to Access 2013 Building a simple Access form app

Views Macros

Understanding the design of the Access Site Request form

View 1 (Home) View 2 (Formats) View 3 (Questions) View 4 (All Records)

Creating custom forms Summary

22. Working with external content

Using external content in SharePoint Connecting SharePoint 2013 with external systems Using BCS

Presenting external content

Creating and managing external lists Using external data columns

Creating a BDC service application Defining external systems connections Working with external content types

Creating an external system using SharePoint Designer Creating external content types Managing permissions on external content types Exporting and importing BDC models and resource files

Using Visual Studio 2012 with BCS

Summary

23. Introduction to custom development

Exploring custom development

The app model Server API solution packages

Farm solutions Sandbox solutions

Understanding client-side APIs and web services

.NET client API JavaScript client API REST and OData endpoints

Determining build vs. buy

Discovering and evaluating third-party products Seeking expert help for custom solution development Extending SharePoint with Visual Studio

App model development

Configuring your development environment Creating a map app Using internal app stores

SharePoint Server API solution features

Feature scope SharePoint site provisioning

Customizing workflow

Why custom development?

Enhanced capability Reusability in custom solutions Solution maintenance

Custom workflow enhancements

Declarative workflow Custom action Workflow object model 2010 workflow interop

Summary

A. About the authors B. About the contributors Index About the Authors Copyright

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