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

Module Overview What's New in Business Intelligence? What's New in Composites What’s New in Enterprise Content Management What's New in Records Management and Compliance

What's New in Business Intelligence? Excel Services Visio Services PerformancePoint Services

Excel Services New Excel Client Features SQL Server Analysis Services PowerPivot Data Models Excel Services

Visio Services MaximumCacheSize parameter prevents excessive resource consumption New Health Analyzer rules Updated Set-SPVisioPerformance cmdlet End users can add comments to rendered Visio drawings

PerformancePoint Services Apply styles to dashboards Export dashboards in their entirety Interact with dashboards on iPad devices Connect to Analysis Services data sources using per-user authentication without configuring Kerberos

What's New in Composites Access Services and Access Apps SharePoint Workflows Using BCS Data in SharePoint Composites Demonstration: Creating Workflows for SharePoint

Access Services and Access Apps Access Services now uses SQL Server as the data store  Each Access application has its own SQL Server database  Improves performance  Improves scalability Power users can create Access apps  Create a data-driven application in the Access client  Package and distribute the application as a SharePoint app  Offers robust, code-free solutions to business problems

SharePoint Workflows New, backwards-compatible workflow architecture Switch between declarative and visual designers Use workflow stages to build state machine-like functionality without writing code Built-in action for calling SOAP web services Stage: ConfirmedStage: ResolvedStage: Assigned

Topic Overview What’s New in Enterprise Content Management What's New in Records Management and Compliance

What’s New in Enterprise Content Management Team Folders Document Sets Managed Metadata Project Sites Demonstration: Creating and Using a Project Site

Team Folders Team Folder Documents are stored in SharePoint s are stored in Exchange Users can work with folder contents from SharePoint, Outlook, or OWA

Document Sets Improved functionality  Create folders  Add OneNote notebooks  Capture versions of document set as a whole Improved search and query experience  Specific result type with icon  Search within document sets  Supported by CBS and CBQ web parts

Managed Metadata Use managed metadata to drive a variety of different functionality  Provide navigation structure for publishing sites  Create search-driven pages Share term sets with specific site collections Specify the ways in which users can use your term sets Enhanced multilingual support  Add support for any language, language pack not required  Use SharePoint Translation Service to translate terms

Project Sites Project Summary web part Visual timeline for project tasks Shared calendar Team notebook

Demonstration: Creating and Using a Project Site Create a site using the Project Site template Explore the site notebook and the OneNote Web App functionality Explore the tasks list and the project timeline View the Project Summary web part Explore the project calendar functionality

What's New in Records Management and Compliance Site-based Compliance In-place Preservation Discovery

Site-based Compliance Project PhaseActions Start Site owner assigns a policy template to the project site In Progress Retention policies are automatically applied to SharePoint artifacts and team s End Team folders are removed from Outlook UI Expiry policy criteria are enabled Expiry Project artifacts are deleted

In-place Preservation More sophisticated alternative to putting content on hold Creates a snapshot of content at a particular point in time Users can continue to create, modify, and delete content Users with permission to perform eDiscovery can locate and retrieve preserved content You can preserve any site artifacts and team mailboxes Queries define preservation scope

Discovery Discovery Case Sources SharePoint Sites Exchange Mailboxes File Shares Queries Date Ranges Authors Free Text Search Discovery Sets Exports

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