SharePoint 2013 Introduction, SharePoint 2013

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SharePoint 2013 Jumpstart-Introduction

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Vishal Gupta [MCTS, MCP, MCSD, MCSE, MCSE +I, CNA, NCIM, NCIBS, BPP, MCA, MASE] Page

0

Li nkedIn: http://in.linkedin.com/in/vishalguptasharepoint , vi [email protected], twitter.com#vgsharepoint

1. Introduction... 2

1.1 What is SharePoint? ... 2

1.2 CMS, DMS & RMS ... 4

1.3 History of SharePoint... 6

1.4 SharePoint Basic Elements ... 9

1.5 Features of SharePoint ... 18

1.6 Differences in SharePoint Versions ... 22

1.6.1 WSS 3.0 vs. MOSS 2007... 22

1.6.2 WSS 3.0 vs. Microsoft SharePoint Foundation 2010 ... 24

1.6.3 SharePoint Server 2007 vs. SharePoint Server 2010 ... 24

1.6.4 SharePoint Foundation 2010 vs. SharePoint Server 2010... 26

1.6.5 SharePoint Foundation 2013 vs. SharePoint Server 2013... 27

1.6.6 NET vs. SharePoint... 35

Key points ... 35

Next in Series... 36

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1 SharePoint 2013 Introduction

Intent

SharePoint is changing the dynamics of new era by providing the desired information instantly in secured manner. This eBook appraises the users about SharePoint introduction, history, and various versions available since its evolution and the new features of SharePoint 2013.

The user will also come to know about SharePoint features that small, mid & large organizations use to carry out day-to-day tasks or complex business processes.

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2 1. Introduction

1.1 What is SharePoint?

“SharePoint SharePoint SharePoint”, let`s all explore, why SharePoint is becoming popular amongst organizations nowadays. SharePoint was born out of a simple idea: “Sharing Documents”. Microsoft developed family of software products called “SharePoint”, to perform features like File Sharing, Collaboration, and Web Publishing. In simple ter ms, SharePoint acts as the single platform to share, communicate, store, and collaborate the content, documents, and records.

SharePoint 2010 family of products consists of: 1. SharePoint Foundation 2010

2. Search Server 2010 Express 3. SharePoint Server 2010 4. Search Server 2010

5. FAST™ Search Server 2010 for SharePoint 6. SharePoint Designer

SharePoint 2013 family of products consists of: 1. SharePoint Foundation 2013

2. SharePoint Server Standard 2013 3. SharePoint Server Enterprise 2013 4. SharePoint Designer 2013

SharePoint enables to create intranet/internet/extranet portals, collaboration sites, document management solutions and content management sites. It`s versatile in nature and supports a number of enterprise features in a collaborative environment. SharePoint is based on Microsoft pri mary development tool “. NET”, henc e the solutions created using SharePoint are easily customizable.

SharePoint

Share

Communicate

Store

Collaborate

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Li nkedIn: http://in.linkedin.com/in/vishalguptasharepoint , vi [email protected], twitter.com#vgsharepoint SharePoint can be used for something as simple as creation of list of contacts, or for something as complex as a project management dashboard/KPI for a large store or an organization.

Let`s take a simple example of an organization “A”, having 2 departments

 Accounts

 Sales

An organization individual uses individual computers to store the information.

The customer seeks information from the organization. The organization CEO seeks information from departments. Department individuals store information, in their own Systems. It takes lots of time to fetch the correct information, which is not even a secure.

A sample of conversation:

CEO to Sales Manager: I want the Sales report Month Wise.

Sales Manager Replies: Sir Files were stored in my computer but hard drive was Corrupted and Data is Lost. CEO----YOU are fired!

CEO to Accountant: I want the department wise accounts.

Account Manager Replies: Sir! I have sent you an email yesterday for that and today I am on Leave. CEO---- I did not receive it, I want it now!

Customer – want to know how the company is performing, customer goes to various departments for information, but it takes a long time to seek information.

Now Let`s take an example of an organization B, having same departments.

 Accounts

 Sales

Organization has SharePoint implemented.

The customer seeks information from the organization. The organization CEO seeks information from departments. All the information is stored in Organization Intranet Portal, with roles and rights defined to retrieve the information. The information is highly secure and retrieved using various search criteria’s. A sample of conversation:

CEO to Sales Manager: I want Sales report Month Wise [No need even to Ask, when CEO Log on to intranet Portal, the dashboard displays all the information].

Sales Manager Replies: Sir I keep all the files on Intranet Portal please have a look from there. [No Data Loss, Easy and quick retrieval].

CEO----YOU are fired turned to Good Job keep it UP. CEO to Accountant: I want the department wise accounts.

Account Manager Replies: Sir you have received the email as well as SMS as I do all the work in Organization Intranet Portal, which is a workflow enabled to send the important updates in via emails and SMS.

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Li nkedIn: http://in.linkedin.com/in/vishalguptasharepoint , vi [email protected], twitter.com#vgsharepoint Customer – want to know how the company is performing, goes to various departments for information, but it takes a long time to seek information.

Turned to

Customer- goes to the Internet Portal and fetches the desired information.

It is just one of the examples; the capabilities of SharePoint are much more than that.

Microsoft SharePoint 2010 provide capabili ties to meet business-critical needs such as managing content, business processes, simplifying to find and share information across boundaries and enabling informed decisions.

SharePoint Foundation 2010 or SharePoint Server 2010 provides collaborating fea tures, which makes it handy for end users to create, manage, build SharePoint sites and share information quickly.

With SharePoint 2013 the concept of apps, mobile views enable users to workout anywhere using mobile also. Users can download the apps in the mobile.

1.2 CMS, DMS & RMS

Before taking a deep dive in SharePoint, let us understand the three key systems content management system, Document management system and Record management system. Most of the abilities of these systems have been incorporated in SharePoint.

Content Management System: Content is a piece of digital data, which becomes information, for users

according to their needs. Content can be in any form document, images, pictures, sound, video, email, Web Pages, websites, etc. Content management system enables the flow and editing of the content in user -friendly approach.

In precise “Content management system enables to create, edit and publish data, constrained with a set of rules, validations and workflow that ensure validated content”.

Key Features of CMS are:

1. WYSIWYG [What you see is what you get]: The editor displays the content as the final output, and make easier for user to view the final output.

2. Customization: CMS enables to customize the user requirements and accommodate them rather than using the default settings.

3. Rich Multimedia Support: Support various types of files, web pages, web content. 4. Search: Search for various data types and content types on the basis of keywords 5. Workflow: approving and authorizing the content in user defined steps.

Document Management System: Document is the digital data stored in the form of word, excel, PowerPoint,

PDF format. DMS enables users to create, store, manage expiry and retrieval of documents with ease. Key Features of DMS are:

1. Metadata: The documents are being stored with keywords, which enable searching the documents easily.

2. Capture: Enable to store the scanned documents in the form of images /documents. 3. Security: Documents being created are secured on the basis of user roles and righ ts

4. Integration: Integrating various external systems to document management system, so that documents can be shared easily.

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Record Management System: Record is the set of interrelated piece of information related to entity. Record

management system enables creation and editing of records from its origination until its disposal. Simple example of records in an organization could be employee information, personal details, Birth Certifica te, etc. Key Features of RMS are:

1. Sorting/Indexing: The Records being stored are arranged in ascending or descending order. 2. Normalization: Removing redundant records and storing unique information

3. Security: Providing the secure user roles and rights for the records to be viewed and created 4. Workflow: Defining the flow of records on the basis of users rights

5. Notification: sending alerts to users, when the records are being created, stored, archived, or deleted.

It is very difficult to provide the exact dis tinction between all three systems, as there exists a very thin line between all three.

A table given below provides the key features

Features

CMS

DMS

RMS

Security

Yes

Metadata

Yes

Search

Yes

Workflow

Yes

Multiple website Support

Yes

No

Versioning

Yes

Content Type Management

Yes

No

Publishing

Yes

No

Multilingual

Yes

No

User Interaction

Yes

Content Page Creation\Edit\Delete

Yes

No

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6 1.3 History of SharePoint

Development of SharePoint has a long history; many pre products were created befor e actual product came to existence.

Pre-SharePoint

Before SharePoint 2003, in 1996 Microsoft launched a product called Microsoft Site Server for man aging websites and the user's authentication/authorization. In 1998, Microsoft launched Site Server v 3.0 with following features:

 Indexing and Search

 Content Management

 Product Management

 Order Processing

 Site Personalization

 Ad Server

Site server was a low-cost product with good content management abilities, but it lacked document management and taxonomic abilities.

In 1997, Microsoft came with Microsoft Office FrontPage, which had HTML W YSIWYG editor, used to create and administer websites. Microsoft launched the last version of FrontPage in 2003, having abilities to view code, design and support asp.NET.

Neither Site Server nor FrontPage provides the ability to collaborate different information such as videos, files, applications, and documents.

SharePoint Products Site Server V 1.0 (1996) Site Server V 3.0 (1998) SharePoint Portal Server (SPS) in 2001 SharePoint Portal Server 2003 Office SharePoint Server 2007 SharePoint Portal Server 2010 SharePoint Server 2013 Microsoft Frontpage SharePoint Team Services (STS) in 2001 Windows SharePoint Services 2.0 Windows SharePoint Services 3.0 SharePoint Foundation Server SharePoint Foundation 2013 SharePoint Designer 2007 SharePoint Designer 2010

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Previous Versions of SharePoint

Two versions of SharePoint came out in 2001. 1. SharePoint Team Services (STS) 2. SharePoint Portal Server (SPS)

The SharePoint Team Services (STS) developed from the Microsoft FrontPage, considered bottoms -up technology that means creating website was still left to end users. The websites created using STS supports maximum of 75 users. STS was also known as Office webserver. SharePoint Team Services (STS) was intended as a departmental Intranet and used SQL Server as backing store.

The SharePoint Portal Server (SPS) developed from the Site Server, is for site administrators. SPS is used to index and search files stored on STS.

There was still a clear disconnect between the STS and SPS. The move to integrate their functionality drove the development of SharePoint.

SharePoint 2003

Microsoft launched WSS 2.0 and SharePoint Server in 2003 separately. Windows SharePoint service 2.0 was freely available as a component with Microsoft windows server 2 003. WSS 2.0 enables organizations to create websites and portals easily for information sharing and document collaboration.

SharePoint 2003 was considered the first integrated and comprehensive solution for sharing information, files, applications, and creating websites. It integrates the capabilities of STS and SPS. It allows website & dashboard creation using easy user interface. SharePoint 2003 server is a licensed product. It provides all the features of WSS 2.0 and many additional features.

SharePoint 2003, stores the entire top-level site configuration and data in a single database. This limit`s, the effec tive size that a site collection could grow; even backups and restores were time consuming. The web parts (web parts are reusable components that di splay content on web pages) available wer e more compatible, but they were very complex to create. Permissions were clumsy and difficult to maintain.

SharePoint

Portal

Server 2001

SharePoint Team Services "V1"

SharePoint

Portal

Server 2003

Windows SharePoint Services (WSS 2.0) [Free] Content Management Server 2002

Office

SharePoint

Server 2007

Windows SharePoint Services (WSS 3.0) [Free]

SharePoint

Portal

Server 2010

SharePoint Foundation Server [Free]

SharePoint

Portal

Server 2013

SharePoint Foundation 2013 [ Free]

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SharePoint 2007

Microsoft upgraded WSS 2.0 to WSS 3.0 by still keeping it as freely available.

Until now, end users started enjoying the experience of SharePoint and providing feedback with the demand of more and more new features. In 2007, Microsoft came up with the new product ter med as "SharePoint 2007". This product was in integration with the Microsoft base office user product called "Microsoft office," so Microsoft termed this product as "MOSS 2007 [Microsoft Office SharePoint Portal Server 2007]. Moss 2007 integrates with windows server, SQL Server and the .Net Framework.

In the earlier versions of SharePoint, the primary site-editing tool was FrontPage that at least in theory can be used for other web creation projects as well. With SharePoint 2007, FrontPage was extensively updated and re-branded as Office SharePoint Designer. SharePoint Designer allowed easy customization of sites without needing to write any code. Microsoft Office SharePoint Designer 2007 is a new product for creating and customizing Microsoft SharePoint Web sites and building workflow-enabled applications. It provides the professional quality design tools that you need to create great-looking SharePoint pages that are compatible with a wide range of browsers.

SharePoint 2010

The hunger and desire to add more and mor e user -friendly features according to user needs continued and in April 2010, Microsoft came up with the latest version called “SharePoint 2010”. The technology WSS 3.0 is upgraded to “SharePoint Foundation Server”. Like WSS 3.0 Microsoft continued its practice to keep the technology SharePoint foundation server as free version. SharePoint latest versions 2010 centers its focus on the Sites, Communities, Content, Search, Insight, and Composite.

SharePoint 2013

The era of internet, that started from 1990`s grown up and now people started demanding for mobile apps with less storage. Microsoft provides the ability to create apps using SharePoint 2013. However, Microsoft SharePoint 2013 provides following key capabilities:

1.Share

2.Organize

3.Discover

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Li nkedIn: http://in.linkedin.com/in/vishalguptasharepoint , vi [email protected], twitter.com#vgsharepoint SharePoint is a server-based product; prior to start using SharePoint must be deployed. The product can be deployed in two ways:

1. On Premise: With an on-premise deployment your organization builds, configures, and manages its own SharePoint environment. You can do this using many different approaches, which include maintaining your own data center or dedicated hosting in an offsite data center, partnered with a hosting provider.

2. Office 365 SharePoint Subscription: Office 365 is a shared multi -tenant hosting experience wher e you subscribe to SharePoint services that are hosted and maintained by Mic rosoft in its data centers. You are given a set of guidelines around storage space and development options and must follow those within your environment.

1.4 SharePoint Basic Elements

SharePoint sites/Portals contain various elements. Let`s take an exampl e of an academic institution and see how implementation of SharePoint with its various elements help them becoming best institution.

An academic institution named “ABC Public School”, until XIIth Standard has following objectives: 1. Communicate Real -time with Student Parents.

2. Communicate within Departments.

3. Communicate with Students when they are at home.

4. Principal wants to see number of admissions, dropouts, attendance. 5. Teachers to upload the class sessions, notes, and extra practice exercises . 6. Communicate to the Vendors that cater to school.

7. Various Announcements, Events, and extra circular activities need to be shared in School. 8. Instant SMS to be sent for various activities.

9. Information can be viewed and updated from mobile, with defined SLA. 10. Students can attend virtual Class, from Home.

11. Zone to show top prominent personalities.

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Li nkedIn: http://in.linkedin.com/in/vishalguptasharepoint , vi [email protected], twitter.com#vgsharepoint Let us understand the basic elements of SharePoint before provide the solution to meet School Objective.

Parents sends

children School

Parents wait till

Student come

back from school

Parents dont

know whether

student reaches

School or not

Student not

feeling Well didnt

went to school

Student asked

home work and

notes to Friends

None of the

Friend Shared the

information

Principal wants to

See Admissions,

Dropouts, Students

performances

Principal ask to

Teachers and

Support Staff

Staff Replied:they

will compile and it

will take 2 days

SharePoint

Elements

1.Site

2.Site

Collection

3.List

4.Documen

t Library

5.Image

Library

6.Content

Type

7.Site

Columns

8.Features

9.Workflo

w

10.Layout

11.Navigation

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11 Site:

Site is a collection of web pages used to store information in an organized manner. It stores a list of documents, discussions, events, tasks, and many other types of information. Site provides controlled access to share information among users, i.e. authorize users are allowed to access the site & its elements. User can configure following elements in SharePoint site:

 Templates: Template acts as stencils, to create similar attribute elements.

 Language: SharePoint has ability to create multilingual sites. Administrator installs l anguage packs on the server to translate the portal in another language. User can select a language-specific site template while creating new site.

 Security: You can define unique user groups and permissions for each site as well as site elements.

 Navigation: Site navigation reflects the relationships among the sites in a site collection. User can fine-tune site's navigation experience by configuring unique navigation links in each part of site's hierarchy. Therefore, planning navigation and planning sites structures are closely related activities.

 Web pages: Web pages in sites or site collection display information.

 Site layouts: Site Layout dictates the overall look and feel of the SharePoint site.

 Themes: Themes specify the appearance of site in terms of Color & font.

 Regional settings: Regional settings are specific to particular country or geography, suc h as locale, time zone, sort order, time format and calendar type.

 Search: User can make each site having unique search settings. For example, you can specify that a particular site never appear in search results.

 Content types: A content type defines the attributes of a list item, a document, or a folder.

 Workflows: Workflow defines the action or series, of actions to be performed.

Sub-site:

A sub-site is a single SharePoint site within a site collection. A sub-site can inherit permissions and navigation structure from its parent site or can be specified and managed independently.

Site collection:

SharePoint site collection is a logical grouping of multiple SharePoint site or hierarchical site structure. For, e.g. Sites for various teams or departments of an organization can be grouped logically in one site collection. A site collection consists of a top-level site and one or more sites below it. Each top-level site and any sites below it in the site structure are based on a site template and can have other unique settings and content.

List:

A SharePoint list is a collection of records related to an entity like a student, employees, etc. Records in lists are termed as items. A list contains columns or fields that define the item data or metadata. List in SharePoint can be created using a GUI interface by defining the metadata types. Once the List is being created, it is very easy to add, edit, delete, and search items in it.

Document Library:

A Document library allows users to easily store, upload, share, collaborate, and track documents or files. Users can also store the properties related to documents called metadata to make the documents easily searchable.

Image library:

An image library allows users to easily store, upload, share, collaborate and track images or digital pictures. Users can also store the properties related to images called metadata to make the images easily searchable.

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12 Content type

:

A content type is a reusable collection of metadata (columns), workflow, behavior, and other settings for a category of items or documents. Content types enable user to manage the settings for a category of information in a centralized, reusable manner.

Site columns:

A site column is a reusable column definition, or template that you can assign to multiple lists across multiple SharePoint sites. Site columns are useful if user organization wants to establish some consistent settings across lists and libraries.

Custom control: Custom controls have a file extension as “.ascx”. User can share custom controls,

across web applications. There is no visual designer for creating custom controls hence, user cannot drag and drop custom controls.

User control:

User creates user controls using a designer’s tool, having file extension as “.ascx”. User cannot share user control across web applications.

Web part:

Web Parts are customizable plug and play components that empower information

workers to create personalized user interfaces by simply dragging and dropping them on a Web

page. Web parts allow customization at both design time and run time.

There are two types of web parts.

1. In-built web parts – Web parts that are included in SharePoint. Developers can drag them from web part galleries and drop them into web part zones.

2.

Custom web parts – User create custom web parts using Microsoft Visual studio. A Web Part is composed of the following entities:

 The W eb Part description file (.dwp) is a portable container of default and personalized p roperty values for the Web Part.

SharePoint

Elements

12.Custom Control _13.User Control 14.WebPart 15.Master Pages 16.Content Pages 17.Page Layout 18.Themes 19.Site Definition 20.Site Template 21.Web Solution Package 22.Power Shell

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 The W eb Part assembly file (.dll) contains the logic and code for the Web Part. User installs webpart on the server running Windows SharePoint Services.

 Resource files that support the Web Part; these are also stored on the server.

 User stores the current values of the Web Part properties in the tables of the Windows SharePoint Services database.

Master pages:

Master pages are template that other pages can inherit from to keep consistent func tionality. The pages that are inherited from master pages are referred as content pages. Master pages allow developers to keep consistent, reusable, web based code (html, CSS, JavaScript, etc.) at one high level place, so that the content pages can concentrate on their specific web based code. A content page refers to a master page and the ASP. Net framework merges the two pages together to make one page.

Content pages:

Content pages implement a master page. Content pages contain an attribute, which informs the compiler that the page should be, merged with a master page. This attribute is part of the page directive tag called the MasterPageFile.

Page Layout:

Page layout dictates the overall look and feel of a web page. A page layout relies on a content type to determine the kind of content that can be stored on pages. Page layout contains field controls and web part.

Theme:

SharePoint theme represents a collection of graphics and cascading style sheets that can modify how a website looks. Using themes, we can change font and color scheme of the sites.

Site definition

: Site definitions are the foundations on which all sites and user templates are built. These are the collection of XML or ASPX files. Site definition contains information of web parts, lists, features, and navigation bars to be included in the site.

Site template:

A site template provides the basic component and layout of a new site created under SharePoint. A site template contains specific design information about a site, including the list that is part of the site, web part pages used in the site, the site’s themes and borders, changes to the quick launch bar, as well as some site content (such as document libraries). Site templates are used to allow the rapid creation of websites and basic content in a SharePoint system.

Following is a list of site templates available.

Template Purpose Category in a Site Collection

Category in the Site

< Sele ct template later>

An empty site for which you can select a template later.

Custom N/A

Basic Meeting Workspace

Sites on which you can plan, organize, and capture the results of a meeting. It provides lists for managing the agenda, meeting attendees, and documents.

Meetings Meetings

Blank Meeting Workspace

A blank meeting site that you can customize based on your requirements.

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Blank Site A blank site that you can customize based on your requirements.

Collaboration Blank & Custom

Blog A site on which a person or team can post ideas, observations, and expertise that site visitors can comment on.

Collaboration Content

Decision Meeting Workspace

A site on which you can track status or m ake decisions at meetings. It provides lists to create tasks, store documents, and record decisions.

Document Workspace

A site on which colleagues can work together on a document. It provides a document libr ary for storing the primary document and supporting files, a task list for assigning to-do items, and a link list to point to resources that are related to the document.

Collaboration Collaboration, Content

Group Work Site This template provides a groupware solution that teams can use to create, organize, and share information. It includes the Group Calendar, Circulation, Phone-Call Memo, the document library and the other basic lists.

Collaboration Collaboration

Multipage Meeting Workspace

A site on which you can plan a meeting and capture the meeting's decisions and other results. It provides lists for managing the agenda and meeting attendees. It also provides two blank pages that you can customize based o n your requirements.

Social Meeting Workspace

A site on which you can plan social occasions. It provides lists for tracking attendees, providing directions, and storing pictures of the event.

Team Site A site on which a team can organize, author, and share information. It provides a document library, and lists for m anaging announcements, calendar items, tasks, and discussions.

Collaboration Collaboration

Features:

Feature is a functional component, which contains various SharePoint elements. Feature can be activated or deactivated at various scopes throughout a SharePoint instances, such as farm, site collection, web, etc. Featur es have their own receiver architecture, which allow you to trap events suc h as when a feature is installed, uninstalled, activated, or deactivated. User can define several element types in features like menu command, template, page instance, event handler, workflow, list instance, list definition, and link commands.

Web solution package (WSP):

Web solution package is a cabinet file that contains, site and feature definitions, web part file, templates, assemblies, and code access security policies. It contains a web manifest that defines the list of features, site definitions, res ource files, web part files, and assemblies to process when the solution is deployed. The directory structure within the cabinet file dictates the resulting structure on the web front-end computer. WSP creates a file with extension “.WSP”.

SharePoint designer:

It is a specialized HTML editor and web design freeware for creating and modifying Microsoft SharePoint sites and web pages. It is a part of Microsoft SharePoint family products.

SharePoint designer workflow:

One of the most powerful features of SharePoint designer is the ability for non-programmers to create business tailored workflow to improve business process management. SharePoint

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Li nkedIn: http://in.linkedin.com/in/vishalguptasharepoint , vi [email protected], twitter.com#vgsharepoint designer workflow is an easy, cheap, and somewhat limited entry point to wor kflow development. They are easy because most end users and administrators can become workflow developers without too much training.

Content Editor Web part:

It is a universal plug in adapter. It is used to connect SharePoint pages to the rest of the world. User can use content editor web part to add html/CSS/JavaScript, embed videos or widgets, formatted text, tables, hyperlinks, images, and display content from other SharePoint sites to a web part page.

Content query web part:

Content query web part dis plays a dynamic set of items based on a query that user

build by using a web browser. The query displays selected items. User can set presentation options to determine how these items are displayed on the finished page.

Rating:

It provides user the ability to rate content (of any type, lists, documents, pages on a site, and even content types) and stores that rating information in the database.

Blogs:

It is a type of website, usually maintained by an individual with regular entries of commentary, description of events, or other material such as graphics or video.

Enterprise wiki:

An enterprise wiki is a publishing site for sharing and updating large volumes of information across an enterprise.

Tagging:

The ability to tag documents enable user to search document easily with keywords.

Recent activity:

The recent activity is a helpful way to understand what the person has been working on recently.

My site:

These are the individual mini sites and acts as a central location to view and manage all of a us er’s documents, tasks, etc.

Audience targeting:

The content inside lists, libraries, web parts, etc., can be targeted to appear only for the users who are members of a particular group or audience. The audience can be identified via SharePoint groups, distribution lists and security groups.

Business intelligence:

It provides business intelligence feature that allows tracking key performance indicators and BI dashboards into the team site.

Business data catalog:

Business data catalog (BDC) integrates externa l data into the SharePoint server. It is a one-way communication.

Business Connectivity Services (BCS):

In SharePoint 2010, it is all about connecting to external data. BCS enhances the SharePoint platform’s capabilities with out-of-box features, services, and tools that streamline development of solutions with deep integration of external data and services. It is a two -way communication.

Single sign on:

It allows users to log on to a variety of applications with the single username and password.

Windows PowerShell:

It is the new command line interface and scripting language designed for system administrators to perform tasks like backup, restore etc.

Stsadm:

Stsadm is command line utility located at the following path on the drive where SharePoint Products and Technologies is installed: %COMMO NPROGRAMFILES%\Microsoft shared\web server extensions\12\bin. Stsadm provides a method for performing the administration tasks like backup, restore etc.

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16 Sandboxed solutions:

Sandbox creates a virtual environment, which enables to execute the untrusted solutions in restricted environment, without affecting actual environment.

Ribbon interface:

This act as the UI enhancement in the product. It provides the commands to be executed in the form of Icons.

ULS Logging:

It captures and writes events to trace logs.

Digital asset management:

SharePoint server 2010 includes a new asset library specially designed for managing and sharing digital assets such as audio, video, and other rich media files.

Service application framework: It provides a platform that allows developers to build scalable

middle-tier applications.

Claims based authentication:

It provides a new authentication model that supports any corporate identity system like active directory domain services, LDAP-based directories, application-specific databases, etc. The purpose of claims-based authentication is to make authentication simple for all users. For example, you may want to setup a SharePoint site that is accessible by both internal and external users, such as clients. Internal users might use one mechanism such as Windows -based authentication and external users might want to use another method, such as forms -based authentication. No matter what authentication protocol was used, your SharePoint application gets a signed set of claims so it has the information it needs about the user.

Classic-mode authentication:

In the classic authentication mode, only mixed-mode authentication is available. In mixed-mode authentication, a single SharePoint web application has to be extended to additional IIS applications with different URLs and authentication providers. The same content is used for the differ ent URLs, but the different authentication providers can change the access users have, and their permissions.

OAuth

:

is a simple way to publish and interact with protected data. It is also a safer and more secure way for people to give you access. OAuth is web standard to manage permission and security for modules like App on web. In simple word OAuth, protocol is used to authenticate and authorize apps and service. User needs OAuth to use context token.

 To authorize requests by an app for SharePoint to access SharePoint resources on behalf of a user.

 To authenticate apps in the Office Store, an app catalog, or a developer tenant.

For example, OAuth is used in cases where calls have to be made from a remote web server to SharePoint 2013 on behalf of a user. You would not use OAuth to make a call from the app web or from a remote webpage using the client library, for example.

To access resources, an app has to request app per missions. In general, delegated authorization codes or access tokens are issued by the O Auth security token service (STS). An example of OAuth STS is Windows Azure Access Control Service (ACS) O Auth endpoi nts. In contrast, the WS-Federation STS and the Security Assertion Markup Language (SAML) passive sign-in STS are primarily intended to issue sign-in tokens.

Social networking:

Connects public to MY site pages to help establish connections between colleagues with common interests.

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17 Web Service:

Web services are small units of code designed to handle a limited set of tasks. Web service provides methods that you can use to work remotely with a deployment of windows SharePoint services. The above-mentioned SharePoint elements and components enable academic institutions to become best. To achieve the objective of the Academic Institution mentioned in above example, technology Consultant created Public facing portal with restrictive permissions.

1. SharePoint Internet Portal [www.abcschool.com] can be viewed by anyone contains a. Master and Content pages

b. Video Web part to display school virtual tour c. Site Collection & Sites

d. Graphs web part to display the School progress

2. SharePoint Intranet Portal[http://myabcschool :9999] used by school teachers , principal, and students contains

a. Graphs & Dashboard web part to display the School progress, number of admissions, dropouts, attendance.

b. Subsites are created to Communicate within Departments.

c. Document Libraries are created for teachers to upload, share the class sessions, notes, and extra practice exercises.

d. Announcement W eb part is used to display Various Announcements, Events, and extra circular activities information in School.

e. SMS gateway is integrated to send instant SMS for various activities.

f. Login Id`s to view information Real -time to Student Parents being provided which can be accessed even from home.

g. Students attend virtual Class using Video player web part, from Home.

h. School Communicate with vendors to upload their bills etc. in scanned format same day, and share any issue and concern using issue tracker web part.

i. Information can be viewed and updated from mobile, with defined SLA.

Principal wants to

See Admissions,

Dropouts, Students

performances

Principal ask to

Teachers and

Support Staff

Principal logs on to

Portal and see the

Dashboard:no need

to ask asnybody

Student not feeling

Well didnt went to

school

Student asked

home work and

notes to Friends

Student Log on to

Portal and play the

recorded class

room session

Parents sends children

School

Parents wait till

student come back

from school

As Class Teacher takes

attendence in Mobile

device: Parents know

student reach school

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Li nkedIn: http://in.linkedin.com/in/vishalguptasharepoint , vi [email protected], twitter.com#vgsharepoint j. Teachers can write their blogs on various topics and encourage students to do s o.

The above-mentioned usage of SharePoint for Academic institution, demonstrate few abilities but capabilities of SharePoint are much more is described in subsequent sections.

1.5 Features of SharePoint

As mentioned earlier, SharePoint product family contains many products & evolution of these products started long back. It contains various features related to CMS, DMS, and RMS. The key versions, which made SharePoint Popular, are Moss 2007 and SharePoint 2010.

SharePoint 2010 crosses the boundaries of browser and reach at mobile desktop, to enhance the employee’s

productivity when the users are away from the office. With the enhanced mobility access, employees can access information, share and edit the presentation or documents instantly.

Microsoft has labeled SharePoint 2010 as a business collaboration platform for enterprises and the web because it opens up new domains for managing a number of activities from the workplace like:

 Document management

 Web content management

 Workplace collaboration

Microsoft SharePoint 2010 revolves around six pillars, which covers SharePoint 2010 in entirety.

Sites:

Microsoft SharePoint 2010 uses different sites, which help users in getting relevant information quicker. These sites can be used through internet, intranet or extranet. It enables users to share information, data and expertise across organizations. Organizations can take advantage of personalization, content management, and social networking and collaboration activities through any type of site.

Communities:

the new version of SharePoint allows users to work together in different ways. Microsoft has enhanced the social feature of SharePoint 2007 in SharePoint 2010 and has made it look better. Communities allow people to collaborate in groups, share knowledge, and find information on various topics easily.

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19 Content:

SharePoint content shifts SharePoint 2010 from a departmental solution to an enterprise solution. There has been massive improvement in content wherein users can add a significant number of documents to SharePoint. They can even use external data storage options to store more data.

Search:

Microsoft SharePoint 2010 has acquired FAST search server, user improves the search tremendously. Now, users not only can search for content, but also people. User can opt for better language options with thumbnails and previews. User can even sort out the search queries and study similar search to get relevant search results.

Insights:

with the help of SharePoint insights, users can access information through different data sources like dashboards, scorecards, reports and more. To help users, Microsoft has introduced performance point server to the SharePoint platform. It is also known as Performance point services for SharePoint. It helps users discover right people and expertise to make better business decisions.

Composites:

SharePoint being a complete platform helps users in creating their code solution on premises or in the cloud. Complex applications are developed with the help of well -known tools like:

 InfoPath

 SharePoint designer 2010

 Visio 2010

SharePoint 2013, provides gamut of new features, however top 10 key features are: 1. SharePoint 2013 Is Cloud Ready

SharePoint 2013 is built to enable and help usher in cloud services. User can run SharePoint 2013 completely in the cloud through Office 365 and have almost all of the features of SharePoint on-premises. If User wants to enable every feature of SharePoint 2013 and still stay in the cloud, user can opt for a solution where user can run it on VMs in the cloud through Windows Azure or Amazon W eb Services. If running in the cloud makes some sense, but user have some features that user want to stay on-premises, user can implement a hybrid architecture.

Some enterprises are not ready to embrace the cloud just yet, even if they know that cloud services will be in their infrastructure within the next couple of years to be forced upon. User can still do everything on premises in SharePoint 2013 with no help from the cloud at all

2. Workflow Integration with Workflow Manager

In SharePoint, workflow is huge, so it makes sense to talk about some of the improvements in workflow in SharePoint 2013. For example, SharePoint workflows will now integrate with Workflow Manager.

3. Machine Translation Services

Machine Translation Services is one of the new features of SharePoint 2013. Machine Translation Services performs automatic content translation by the same Web Services that translate for Bing.

If the content needs to be translated consistently into one or more languages, then the Machine Translation Service in SharePoint 2013 is going to be a huge help to content creators.

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4. SharePoint Store

This is one of the most recognizably different feature changes in SharePoint 2013. This is not something like workflow, which already existed and is now made mor e robust. The SharePoint App Store is something completely new, where your organization and even individual users can choose to license, activate, and use software within SharePoint.

5. Improved Search Capability

Search is one of the killer features in SharePoint. SharePoint can index websites, SharePoint sites, and even existing NTFS file shares. Analytics is now integrated into the search engine. This is huge, because it modifies how search results are displayed.

User might think that searching for “leave request form” would include the content related to the leave request form that was highly trafficked, and user would be right. However, with integrated analytics, SharePoint Search identifies that people searching for “leave request form” it bypasses other content and chooses the actual leave request form. Once Search learns which content people are actually searching for, the search results are improved.

Another huge improvement is the ability to use query rules to create promoted results. As in the previous example, you could specify that when users search for “leave request form,” they be provided the form they are looking for as a promoted result.

Search presentation is not the only thing that got an upgrade. Crawling gets a nice feature upgrade, too, with Continuous Crawl. SharePoint search can now place a content scope under “Continuous Crawl," making new content appears in search results that much fas ter.

6. Simplified Licensing

This is not so much a feature unto itself, but it is worth mentioning here because the improvements made to the licensing allow you to get access to features that were previously restricted to additional license fees. FAST Search, which carried with it an additional cost in SharePoint 2010, is now integrated into the SharePoint 2013 search service – no extra license, no extra fee.

In SharePoint 2010, you also had to take on the more expensive “For Internet Sites” license if your server provided any services to Internet users. In SharePoint 2013, Internet users are included as part of the Standard and Enterprise SharePoint Server licenses. No more “FIS” license concerns.

7. Increased Performance

Performance gains in SharePoint 2013 are widespread. The new version takes a streamlined approach to handling data from the bits stored on disk to the application presentation. For instance, only data that has changed on a viewed webpage is sent to the client. Any pieces of the SharePoint s ite that remain unchanged after the page is updated stays presented from cache. A similar approach was taken at the SQL level: If user makes a change to a document stored in your SharePoint document library, only the delta is modified in SQL. This can have a dramatic performance improvement, especially in cases where the editing of large documents are taking place.

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Li nkedIn: http://in.linkedin.com/in/vishalguptasharepoint , vi [email protected], twitter.com#vgsharepoint SharePoint 2007 was Internet Explorer-only. SharePoint 2010 tried to work with other browsers, but the differences wer e apparent and frustrating. Working with Chrome or Firefox would work in some parts of SharePoint 2010, but for doing some features, you just had to switch to IE to get things done. This was due to the reliance on Active X to perfor m site adminis tration. Even though some items could be done in other browsers, for anything that required Active X you could only perform that in Internet Explorer.

SharePoint 2013 now works with no Active X controls, so you can do everything – from working with lists and sites to fully managing your farm through Central Administration – through any modern browser.

9. eDiscovery Advances

Performing discovery for an audit or investigation can be a time-consuming, error prone, and frustrating process. Unfortunately, it is also a completely unavoidable and mandatory process in many organizations. e-discovery is the process of identifying data that has been accessed, either edited, or communicated about either a person or a topic. This is for legal professionals to make a request to “give me all of the documents dealing with X former employee" (or partner, contractor, product, or client).

SharePoint 2013 includes an eDiscovery Center site template; what’s more, it makes the process of finding the data available through Enterprise Wide eDiscovery. Enterprise Wide eDiscovery lets SharePoint 2013 be the central authority for finding this documentation, whether it exists in an Exchange 2013 mailbox, Lync 2013, a SharePoint site, a searched website, or an NTFS share.

If the legal team needs to find all data relevant to their investigation, a discovery can be completed quickly and the results saved off in a format that can be accessed later.

10. OData Connections in Business Connectivity Services

Business Connectivity Services is not new, but like workflow and search, it’s such a huge part of SharePoint’s successful features, that its improvements are worth mentioning. Especially this one, because SharePoint already did a great job of surfacing data from external sources through Busin ess Data Connectivity, that the inclusion of OData is the frosting on the cake.

For those that are not aware of OData, it is a protocol for posting data to the web, can be used to connect to web data:

 Netflix

 Ebay

 DBPedia (an OData representation of Wikipedia)

 Datalab  Pluralsight  Stack Overflow  TechEd 2013  Twitpic  Server Fault  Research.microsoft.com

In addition, not only are websites making their data accessible through OData, but other applications make their data available as OData producers, too.

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 SharePoint 2010 and 2013

 Team Foundation Server

 SQL Server 2012

 Microsoft Dynamics NAV 2013

 Microsoft Dynamics CRM

 Windows Azure Table Storage

 Sitefinity CMS by Telerik

1.6 Differences in SharePoint Versions

SharePoint since its history comes in various versions: 1. Windows Shared Services 3.0

2. MOSS 2007

3. SharePoint 2010 Foundation/Standard/Enterprise 2010 4. SharePoint Server 2013 Foundation/Standard

5. SharePoint Server 2010 Enterprise

Below are the tables listing the key differences among the key SharePoint versions:

1.6.1 WSS 3.0 vs. MOSS 2007

Feature Name / Area WSS (3.0) MOSS 2007

Collaboration

Standard site templates Inc. Inc.

Social networking web part N/A New

Wikis Inc. Inc.

Blogs Inc. Inc.

Email integration Inc. Inc.

Document collaboration Inc. Inc.

Real time presence and communication

Inc. Inc.

Enterprise Portal N/A

My site personal site N/A New

User profiles N/A New

Audience targeting N/A New

Site Manager N/A New

Mobile device support Inc. Inc.

Colleagues and membership web parts

N/A New

Privacy & Security N/A New

Content syndication N/A New

Integration with SharePoint designer (FrontPage technology)

Inc. Inc.

Integration with outlook 2007 Inc. Inc.

Integration with access, excel, PowerPoint, word 2007

Inc. Inc.

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Feature Name / Area WSS (3.0) MOSS 2007

Search results Inc. Inc.

Enterprise content sources N/A New

People search N/A New

Business data search N/A New

Indexing controls N/A New

Administration management N/A New

User interface Inc. Inc.

Enterprise content management

Business document workflow support

N/A New

Document information panel Inc. Inc.

WYSIWYG web content editor N/A New

Page layouts N/A New

Navigation controls N/A New

Content authoring N/A New

E-mail content as records N/A New

Records repository N/A New

Business process forms

Browser based forms N/A New

Centralized forms management and control

N/A New

Compatibility checker N/A New

Integrated deployment model for “No code” forms

N/A New

Form import wizard N/A New

“Design once” development model N/A New

Business intelligence

Business data catalog N/A New

Key performance indicators N/A New

Integrated business intelligence dashboards

N/A New

Web based business intelligence using excel services

N/A New

Data connection libraries N/A New

Business data web parts N/A New

Platform services

Notification service N/A New

Single sign on N/A New

Excel spreadsheet developer reuse and extensibility

N/A New

Workflow Inc. Inc.

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Li nkedIn: http://in.linkedin.com/in/vishalguptasharepoint , vi [email protected], twitter.com#vgsharepoint Inc.-Included, Imp-Improved, New, N/A – Not applicable

1.6.2 WSS 3.0 vs. Microsoft SharePoint Foundation 2010

Feature Name / Area WSS (3.0) Foundation 2010

Business Connectivity service N/A New

Windows PowerShell N/A New

Sandboxed solutions N/A New

Claims based authentication N/A New

Central administration N/A New

Client object model N/A New

Ribbon Interface N/A New

ULS Logging N/A New

Service application framework N/A New

Upgrade N/A New

Health monitoring N/A New

Audience targeting N/A New

Silverlight web parts N/A New

Browser based customization N/A New

Workflows N/A New

SharePoint designer N/A New

Microsoft synch framework N/A New

InfoPath form services N/A New

Inc.-Included, Imp-Improved, New, N/A – Not applicable

1.6.3 SharePoint Server 2007 vs. SharePoint Server 2010

The table presented below will describe the key features between Moss 2007 & SharePoint 2010: Feature Name / Area SharePoint Server 2007 SharePoint Server 2010

Sites

Office Integration Inc. Imp

Line-of-Business Integration Inc. Imp

Enterprise Management Operations Inc. Imp

Management tools and reporting Inc. Imp

Web Analytics N/A New

Mobile Connectivity Inc. Imp

Full-fidelity viewing N/A New

Editing to mobile N/A New

Contextual Ribbon N/A New

Microsoft Silverlight N/A New

Office Web Applications N/A New

Tagging N/A New

Audience Targeting Inc. Imp

Communities

People profiles Inc. Imp

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Li nkedIn: http://in.linkedin.com/in/vishalguptasharepoint , vi [email protected], twitter.com#vgsharepoint Feature Name / Area SharePoint Server 2007 SharePoint Server 2010

Micro blogging N/A New

Note Board N/A New

Recent activities N/A New

Organization Browser N/A New

Add colleagues Inc. Imp

Social bookmarks N/A New

Tags N/A New

Blogs Inc. Imp

Wikis Inc. Imp

Enterprise Wikis N/A New

Ratings N/A New

Colleague suggestions Inc. Imp

Keyword suggestions N/A New

Content

Compliance Everywhere N/A New

Flexible Records Management N/A New

Shared Content Types and Managed Metadata Service

N/A New

Content Organizer N/A New

Rich Media Management N/A New

Document Sets N/A New

Word Automation Services N/A New

Support for Accessibility Standards N/A New

Search

People and expertise search Inc. Imp

Search from Windows7 and Windows Mobile

Inc. Imp

Common connector framework for indexing and federation

Inc. Imp

Scale and performance via Imp topology architecture

Inc. Imp

Ability to build search-powered applications

Inc. Imp

Refinement panel and sorting N/A New

Social behavior improves relevancy N/A New

Thumbnails, previews, and view in browser

N/A New

Advanced content processing with strong linguistics

N/A New

Insights

KPI details N/A New

Dashboard Designer Inc Imp

Enhanced navigation, including filtering and sorting

N/A New

Publish more workbooks N/A New

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Li nkedIn: http://in.linkedin.com/in/vishalguptasharepoint , vi [email protected], twitter.com#vgsharepoint Feature Name / Area SharePoint Server 2007 SharePoint Server 2010

PowerShell scripting N/A New

Richer fidelity with Excel workbooks N/A New

Support for Analytical Services formatting

N/A New

Additional data sources, including external lists and "Power Pivot" workbooks (naming to come)

N/A New

Imp strategy map connection and formatting

N/A New

Seamless management of dashboard content

Inc. Imp

Integrated filter framework N/A New

Calculated KPIs N/A New

Imp visualizations N/A New

Chart Web Parts N/A New

Business Intelligence Centre N/A New

Composites

Browser-based customizations Inc. Imp

Business Connectivity Services N/A New

SharePoint Designer Inc. Imp

Human workflow Inc. Imp

Form Services Inc. Imp

Visio Services N/A New

Access Services N/A New

Sandboxed Solutions N/A New

Inc-Included, Imp-Improved, New, N/A – Not applicable

1.6.4 SharePoint Foundation 2010 vs. SharePoint Server 2010

Just to say simply, SharePoint foundation is the basic, while SharePoint Server 2010 contains

advanced features. Even to install SharePoint Server SharePoint Foundation installation is must. The

basic question remains when to opt for which SharePoint Foundation or SharePoint Server?

The Question is too difficult, but answer is too simple. Answer is “Depends on user Requirements

not on Organizational Size”

Feature Name / Area SharePoint Foundation 2010 SharePoint Server 2010

Excel Services

N/A New

Visio Services N/A New

Web analytics N/A New

Windows PowerShell Inc. Inc.

Multilingual interface Inc. Inc.

Ribbon interface Inc. Inc.

Enterprise search N/A New

PerformancePoint services N/A New

SharePoint 2013 Introduction, SharePoint 2013

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0

Table of Contents

1. Introduction... 2

1.1 What is SharePoint? ... 2

1.2 CMS, DMS & RMS ... 4

1.3 History of SharePoint... 6

1.4 SharePoint Basic Elements ... 9

1.5 Features of SharePoint ... 18

1.6 Differences in SharePoint Versions ... 22

1.6.1 WSS 3.0 vs. MOSS 2007... 22

1.6.2 WSS 3.0 vs. Microsoft SharePoint Foundation 2010 ... 24

1.6.3 SharePoint Server 2007 vs. SharePoint Server 2010 ... 24

1.6.4 SharePoint Foundation 2010 vs. SharePoint Server 2010... 26

1.6.5 SharePoint Foundation 2013 vs. SharePoint Server 2013... 27

1.6.6 NET vs. SharePoint... 35

Key points ... 35

Next in Series... 36

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