Covers SharePoint 2013, Office 365’s SharePoint Online, and Other Office 365 Components   In SharePoint 2013 Field Guide, top consultant Errin O’Connor and the team from EPC Group bring together best practices and proven strategies drawn from hundreds of successful SharePoint and Office 365 engagements. Reflecting this unsurpassed experience, they guide you through deployments of every type, including the latest considerations around private, public, and hybrid cloud implementations, from ECM to business intelligence (BI), as well as custom development and identity management.   O’Connor reveals how world-class consultants approach, plan, implement, and deploy SharePoint 2013 and Office 365’s SharePoint Online to maximize both short- and long-term value. He covers every phase and element of the process, including initial “whiteboarding”; consideration around the existing infrastructure; IT roadmaps and the information architecture (IA); and planning for security and compliance in the new IT landscape of the hybrid cloud.   SharePoint 2013 Field Guide will be invaluable for implementation team members ranging from solution architects to support professionals, CIOs to end-users. It’s like having a team of senior-level SharePoint and Office 365 hybrid architectureconsultants by your side, helping you optimize your success from start to finish!   Detailed Information on How to… Develop a 24-36 month roadmap reflecting initial requirements, longterm strategies, and key unknowns for organizations from 100 users to 100,000 users Establish governance that reduces risk and increases value, covering the system as well as information architecture components, security, compliance, OneDrive, SharePoint 2013, Office 365, SharePoint Online, Microsoft Azure, Amazon Web Services, and identity management Address unique considerations of large, global, and/or multilingual enterprises Plan for the hybrid cloud (private, public, hybrid, SaaS, PaaS, IaaS) Integrate SharePoint with external data sources: from Oracle and SQL Server to HR, ERP, or document management for business intelligence initiatives Optimize performance across multiple data centers or locations including US and EU compliance and regulatory considerations (PHI, PII, HIPAA, Safe Harbor, etc.) Plan for disaster recovery, business continuity, data replication, and archiving Enforce security via identity management and authentication Safely support mobile devices and apps, including BYOD Implement true records management (ECM/RM) to support legal/compliance requirements Efficiently build custom applications, workflows, apps and web parts Leverage Microsoft Azure or Amazon Web Services (AWS)

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