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SharePoint 2013: Business User

Deep Dive Demo Guide

SharePoint 2013 Business User Deep Dive Demo

Microsoft SharePoint 2013 Demo Guide

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SharePoint 2013 Business User Deep Dive Demo

Microsoft SharePoint 2013 Demo Guide

Contents
Setup Instructions .......................................................................................................................................................................................................... 4 Connections and Login ............................................................................................................................................................................................... 4 On-Premise ............................................................................................................................................................................................................ 4 Online ..................................................................................................................................................................................................................... 4 Prepare Content......................................................................................................................................................................................................... 4 Online Only ............................................................................................................................................................................................................ 4 On-Premise Only .................................................................................................................................................................................................... 5 Online and On-Premise .......................................................................................................................................................................................... 5 SharePoint 2013 Business User Demo ......................................................................................................................................................................... 6 Scenario...................................................................................................................................................................................................................... 6 Intended Audience ..................................................................................................................................................................................................... 6 Demo Exercise............................................................................................................................................................................................................ 7 Optional: Build ..................................................................................................................................................................................................... 14

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SharePoint 2013 Business User Deep Dive Demo

Microsoft SharePoint 2013 Demo Guide

Setup Instructions
Connections and Login
On-Premise Visit https://www.MicrosoftOfficeDemos.com for access to virtual machines to use with this demo guide. 1. Online All demo steps assume you are using Internet Explorer 9. 1. Establish an Internet connection. 2. Pre-Demo Setup - Open IE and navigate to your site. Sign in as Garth Fort GarthF@<yourtenant>.onmicrosoft.com, pass@word1. Log into VM as GarthF

2. Log into demo home page

Prepare Content
Online Only 1. Add Garthf as Site Collection Administrator a. Navigate to the SharePoint online tenant and log in as Administrator URL: https://<yourtenant>.sharepoint.com b. In top navigation, click Admin, and then click Office 365 c. Click users and groups d. Click Garth Fort e. Click settings f. Under Assign role, click Yes g. In Select a role drop down, click Global Administrator h. Enter an Alternate email address, and then click save Microsoft Confidential 4

SharePoint 2013 Business User Deep Dive Demo


i. j. Sign out of the tenant and restart Internet Explorer Navigate to the SharePoint online tenant and log in as Garthf User name: garthf@<yourtenant>.onmicrosoft.com Password: pass@word1 k. Confirm Garth Fort has Admin menu in top navigation. 2. Click Outlook in top navigation, and sign in as garthf 3. Open Outlook and create a profile that connects to your tenant as GarthF 4. Check search auto-complete and Personal Favorites

Microsoft SharePoint 2013 Demo Guide

Search auto-complete and Personal Favorites (refinds) may not work in a fresh tenant because there has been insufficient search history. The following steps will determine in advance whether you will want to display those features in the Search section of the demo. a. In Internet Explorer, in the demo home page, click Search in the upper navigation. b. In the search box, start typing market and wait for the auto-complete (Marketing) and refinds (Youve seen these results before) to appear. c. If they appear, you may proceed when you get to the Search section. If they do not, you will see a reminder at that point in the script to skip to the next section. On-Premise Only 1. Add case site to quick launch: a. Click Sites and click the Legal Discovery Center link (https://<yourtenant>.sharepoint.com/sites/ediscovery) b. Click the gear icon and click Site Settings c. Click Navigation d. Select Current Navigation near the bottom of the page and click Add Link e. Title is Northwind Traders. For URL, click Browse and select the Northwind Traders case f. Click OK, then OK again this adds the case site to the quick launch on the left (a bug) Online and On-Premise 1. Get a jpg to use a site background image and put it on your desktop

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SharePoint 2013 Business User Deep Dive Demo


2. Promote a conversation with a video attachment

Microsoft SharePoint 2013 Demo Guide

a. On Contoso home page, click Search in top navigation and perform a search for video b. Click Conversations c. Point at a discussion and then from the hover panel, click View Conversation d. Post a comment to the discussion e. In top navigation, click Newsfeed f. Confirm presence of discussion in Garths newsfeed g. Delete the newly added comment

SharePoint 2013 Business User Demo


Scenario
This demo is the All Up demo for SharePoint 2013, showing the key value propositions of Share, Organize, Discover, Build, and Manage. The demo takes 25-30 minutes.

Intended Audience Business Decision Makers

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SharePoint 2013 Business User Deep Dive Demo

Microsoft SharePoint 2013 Demo Guide

Demo Exercise
Speaker Script With the next version of SharePoint weve simplified how people interact with SharePoint in a number of ways. We want to make SharePoint the place everyone goes to share ideas, work together on documents and project tasks and stay in sync with whats going on across your team and your organization. Ill start in my Newsfeed, a great example of how SharePoint 2013 helps me share ideas better than ever. SharePoint is more than just isolated social features based on consumer technologies. In my day, I need to author documents, go to meetings, run projects, and respond to email. With SharePoint and Office 2013, social binds all of these experiences to provide me with the right information, at the right time, and in the right context so I can get work done. I can post messages here, see messages from the people Im following, and so on. Integrated presence here is really nice, too. Alex is working on a document that Im involved in as well. Ill like his post and reply real quick with a @Mention, and Ill tag it so anyone following this tag will see it as well. Ill link to this deck Im working on so Alex can do a better job on his document when I link to it, I get this great visual experience, plus this Web app preview window. Here are all the things Im following. Here are a number of documents Im following that I just clicked Follow on as I encounter these across various sites, and SharePoint 2013 uses some pretty sophisticated 1. Pre-Demo Setup - Open IE and navigate to the intranet home . Sign in as Garth Fort GarthF@<yourtenant>.onmicrosoft.com, pass@word1 2. Newsfeed overview a. Click Newsfeed in the top bar b. Show items in the newsfeed c. Point out presence everywhere (if signed in to Lync) d. See post from Alex Darrow Working on the FY13 Strategy document e. Do a quick Like on Alexs post and post a reply @Alex Darrow thanks for the help #Marketing f. Post it g. Look at the discussion with the video post and click the play button 3. Following a. Point out the numbers under Im Following b. Click the number for Sites and show sites and suggested sites c. Follow a suggested site d. Click Newsfeed, then click the number for Documents under Im Following 4. Web apps and coauthoring a. Click SkyDrive in top bar b. Drag a document into the Shared with Everyone folder c. Next to FY13_Product_Strategy, click ellipse () Steps

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SharePoint 2013 Business User Deep Dive Demo


Speaker Script methods to recommend more documents to me. Let me follow one now. Here are the sites Im following. This is actually a really useful hub for me. In my SkyDrive, I manage all the documents Im working on that arent officially in team sites. From a user experience point of view, I can actually just drag and drop documents right in the browser, which makes it much more natural for me to use SharePoint instead of keeping everything on my desktop. I want to open this strategy document in the browser and see what Alex has been doing. Web app edit mode is really nice in SharePoint 2013, and it even supports coauthoring. With Skydrive, sharing content is easier than ever. No more confusing permissions pages to navigate through. I just click the Share icon and type in a name or a group name and invite them. Its that simple. And if I want to share with someone outside of Office 365, I can type an external email address, then uncheck Require sign-in. SharePoint will generate an obscured link straight to the document. Weve made some improvements to the document, so Ill post this really quick to my Newsfeed and share the latest thinking on this subject and Ill include a quick hash tag and even create it if it doesnt exist. Notice I can post this to a site feed as well other SharePoint sites can have their own feeds! I can also embed this document or a video in lots of different places and Steps

Microsoft SharePoint 2013 Demo Guide

and preview. Get shortcut d. Open FY13_Product_Strategy.docx into web app e. Click Edit Document (in Web app) Note: You can show coauthoring here by opening another session of IE in InPrivate mode and going to this same document as Alex Darrow (alexd, pass@word1) in edit mode f. Show fidelity of edit experience g. Click View and click Reading View, then click File and click Translate Choose Arabic h. Click the X in the top right to close the document i. If needed, click SkyDrive in top navigation. 5. Share documents a. Click the Sharing icon for the FY13 Product Strategy.docx, click Invite People, and type Janet, pick Janet Schorr and click Share. b. Click the share icon for a document, click Invite People, and type an external address that you have access to (Live account, for example) c. Uncheck Require sign-in and click Share d. When you get the email, click the direct link to the document and note that you are signed in as Guest Contributor 6. Newsfeed Posting a link to document a. Click Newsfeed and paste the shortcut into the Start a conversation text box and press the SPACE bar to see it render. b. Type hey everyone, check out the latest

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SharePoint 2013 Business User Deep Dive Demo


Speaker Script help share the vision across the company. Here Ill just embed a Youtube video in a blog post. Sharing ideas and building communities and alignment around common interests and goals has never been easier. Here is a Communities portal Im interested in Marketing topics, so Ill go to this community, where I can see all the topics, all the participants and their badges, and I can participate in this topic, maybe rate this a best reply, and so on. As you can see, were making sharing a really powerful and businesscritical experience, reducing friction for the things people need to do together and opening up new possibilities for productivity. Steps

Microsoft SharePoint 2013 Demo Guide

#Strategy doc. c. Click Share with everyone to show option to post to site feed, then click out d. Post e. Click Preview 7. Share the vision Embed video/doc a. Click SkyDrive, click the for the Contoso Marketing Principles deck, and click the Menu icon in the preview window. Click Embed Information and copy the code into the clipboard (CTRL+C) b. Click Sites in the top bar c. Click Sales and Marketing d. Click the gear icon and click Edit Page e. Click into the Featured Expansion web part f. In the ribbon, click Insert and click Embed Code. g. Paste in the code, and then click Insert. h. Click Sites, then Public Site 8. Share ideas and community a. Click Sites, then Communities b. In the Communities center, click Marketing Topics c. Click into Successful marketing campaigns and SEO d. Mark the answer from Alex as a Best Reply - click the Open Menu button () next to the reply from Alex and click Best Reply .

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SharePoint 2013 Business User Deep Dive Demo


Speaker Script Steps

Microsoft SharePoint 2013 Demo Guide

Lets go to a Team Site, where most work gets done in SharePoint. Weve made big improvements here to redefine collaboration, by providing a central place thats scalable enough to organize and manage all your information assets. What makes SharePoint unique is that its designed to also organize and store documents to enable personal productivity, keep teams in sync, and projects on track. First, weve improved the experience and feel. The out of the box design and clean and uncluttered, and weve done work to make the page loads very smooth and fast. You can also toggle the nav off to focus on the content. Weve also improved fundamental ease of use capabilities like the ability to just drag and drop a file into this library. This works in document libraries and in my Skydrive library too, as you saw. Next, weve done a lot of work to make it easy to take a team site from blank template to a customized site. The Getting Started web part exposes the most common tasks to make it really easy to do things like re-theme the site. In this example, Ill just make that picture I dragged in 1. Team site UX a. In Alexs Communities reply, click link to the Marketing Campaigns team site b. Show smooth transitions click into Documents c. Click the Focus on Content button to toggle the nav off and on d. Click back to Marketing Campaigns in the breadcrumbs e. Move IE window so you can see your desktop (jpg file located there) f. Click Pictures in the left nav to open Pictures library g. Drag a picture from your desktop into Pictures library h. Click Home i. Theming Click the Whats Your Style tile, and pick the Orange style j. Drag the image in from the desktop on top of the landing spot, and k. Click Try it Out l. Click Yes, Keep It m. Click Remove This to remove the Getting Started

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Speaker Script a moment ago into the background image. In the project management space, were introducing Site Mailboxes, which bring Exchange emails and SharePoint documents together into one experience. Site mailboxes allow users to work together naturally while compliance is applied behind the scenes. When one project member files mail or documents using the site mailbox, any project member can then access the content. Site mailboxes are surfaced in Outlook 2013 and give users easy access to the email and documents for the projects they care about. Additionally, the same set of content can be accessed directly from the SharePoint site. Task management is vastly improved in SharePoint 2013. I can have children tasks, all displayed nicely in this timeline view, and I can even edit multiple items at once, and even fill down so John is assigned to all of these this multi-edit actually works for other lists and libraries as well. Finally, Ill just add this task to the timeline so you can see how it displays and maybe Ill move it so it looks nice. Task management is really nice at the team site level, and I can take this farther and actually manage this list in the Project client and keep it synced. Weve also put a lot of thought into how to keep organized ACROSS all the sites in the organization that I might belong to. If I go to my Tasks, I actually have a rollup of all these tasks from various team sites, as well as from Project Server. I can also turn things into tasks really easily like a post on my Newsfeed. And I can of course sync this to Steps

Microsoft SharePoint 2013 Demo Guide

web part 2. Team site task management a. At the home of the Marketing Campaign site, click Tasks in left navigation. b. Edit the task list by clicking edit this list above the task list c. Change the title of the last task to launch campaign event, d. Click the Tasks tab in the ribbon and click Indent e. Select the cell that has Alex Darrows name f. Fill down Alexs name in the assigned to column by dragging the bottom right corner and dragging down g. Select the bottom task h. Then in the ribbon, click Add To Timeline and drag the task around in web part 3. Personal Tasks Rollup a. Click Newsfeed in top bar, then click Tasks in the left nav b. Show the tasks c. Click Newsfeed, and next to a post click the More Options icon (looks like ) and click Follow Up d. Note the toast that appears in the top right e. Click Tasks and see all tasks together f. Click the Tasks tab in the ribbon and click Sync to Outlook. g. Click Sync tasks, and then click, OK. h. Optionally, go to Outlook and see tasks 4. Site Mailbox

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SharePoint 2013 Business User Deep Dive Demo


Speaker Script Outlook. You already saw how easy it was to share a document. . ability to sync this library to my desktop. This makes managing my documents so much easier. And I can do this with other libraries too! How about all the tasks I have assigned to me across a number of site and even in Project Server? This Tasks view rolls all those up for me, and I can add more of course. If they start to overlap in the timeline view, I can just move them around. And of course I can sync all of this to Outlook. With the Site Mailbox, great task management and syncing, offline syncing for documents, and knowledge portals, you can see how SharePoint 2013 helps me keep myself, my team, my projects and my information organized. Steps

Microsoft SharePoint 2013 Demo Guide

a. Click back to Marketing Campaigns and see Mailbox in left nav click it b. Switch to Outlook and show Site Mailbox c. Drag mail into mailbox, then drag doc from your desktop into Documents d. Right click Documents and click View in Browser to show the new doc 5. Sync Skydrive a. Click Skydrive and click SYNC in the top right, and show sync folder on desktop b. Show other synced libraries if you have any

Online only: see comment at right. If necessary, skip steps a and b under 3. Query Rules.
Youve seen how SharePoint helps me stay connected to people and get things done. I want to show you how SharePoint helps you discover experts, answers, and connections. Information in SharePoint is organized so I can find what I am looking for

If you in an online tenant, please read the following in regards to Step 3. Query Rules. If you are in an on-premises environment, continue with the demo.
Auto-complete and Personal Favorites (or refinds) may not work in a fresh tenant or VM because there has been insufficient search history. You checked this in the Setup Instructions. If you did not see auto-complete or refinds

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SharePoint 2013 Business User Deep Dive Demo


Speaker Script easily. Ill do a search for marketing campaign thats what Im working on with the team lets see what others have done with this subject, see who some experts might be, and maybe even find some things I wasnt looking for that might be helpful. In the results, I see a live preview of documents, and, for example, PowerPoint presentations complete with slide transitions. With Excel and Power View you can bring together data to create reports that look great. The data is constantly up to date and by publishing it to SharePoint its easy to share your insights with people across the business to validate recommendations and get feedback. Steps

Microsoft SharePoint 2013 Demo Guide

during setup, skip steps 3a and 3b. 1. Search a. Click Sites b. Search for marketing from the search box c. Show results decks, docs, sites d. Hover over a few results and show Hover Panel e. Click Conversations f. Click Videos 2. Expertise Search a. Click People b. Hover over Alex and see things hes authored 3. Query Rules a. Back to search and press the space bar after marketing b. Point out Youve seen these results before c. Change query to marketing deck and search d. See result of query rule PowerPoint results block 4. PowerView a. Change query to marketing campaign effectiveness b. Click the Marketing Campaign Effectiveness spreadsheet result c. In the top right chart, click on one of the blue bars to filter the entire dashboard to view revenue, sales quantity and margin by each category d. In the bottom right chart, click the play button to see the change of sales and quantity over months. 13

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SharePoint 2013 Business User Deep Dive Demo


Speaker Script Steps

Microsoft SharePoint 2013 Demo Guide

e. While the above scatter plot plays click on the zoom button to enhance the experience in full view Optional: Build Were making a number of exciting changes to the way you build SharePoint and Office apps. The new app model is designed to work in the cloud and takes advantage of widely adopted web technologies like JavaScript and HTML. If youre a web designer the latest version of SharePoint lets you take advantage of familiar web design tools like Dreamweaver to design eye-catching websites. eDiscovery can be a complex and difficult problem to solve. It is challenging to get the right information to the right people on demand, especially because responsive results may have to include email messages, instant messages, documents, and other data types that are not easy to tie together. The Discovery Center in SharePoint 2013 Cloud gives you a single place to manage discovery across SharePoint and Exchange. Unified Search and Hold is used to preserve content in-place and be able to search that content. eDiscovery is organized around cases, so I will navigate to an existing case to highlight some of the features. Each case gets its own page, and each page is broken up into two main sections: Identify and Preserve and Search and Export. I have easy access to each of the elements of this case: queries, sources, exports, and documents. You will also notice a 1. Navigate to the Legal Discovery Center (https://<yourtenant>.sharepoint.com/sites/ediscovery) 2. In the Quick Launch, click Northwind Traders 3. In the eDiscovery Sets Web part, click Northwind Hold 4. Click Cancel 5. Click Queries Web part, click Northwind Audit 6. Click Search 7. Note the results in the Exchange tab 8. Click the SharePoint tab 9. Hover over a result 10. Click Export but dont finish the export process Tenant Administration 11. Click Admin | Office 365 1. 2. 3. 1. At any site, click gear icon, Site Contents Click add an app Click SharePoint Store Add an app (if you have configured your live account)

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SharePoint 2013 Business User Deep Dive Demo


Speaker Script status area next to each section to give some quick insight into the status of various operations, such as Discovery Sets that are in process or have failed. I can create queries that target Discovery Set results. These queries can span multiple Discovery Sets and can be filtered. There are tabs available to view Exchange and SharePoint results separately. Once I have the right content, I can export it directly from the query page, and there are options to remove duplicates and strip RMS encryption. SharePoint 2013 Cloud also includes the Record Center template, which was not supported in the previous version of SharePoint Online. I can see content organizer rules that get applied to documents that are sent here, either manually or as the result of a retention policy. To wrap up this demo, I will switch personas one last time to cover some administration steps. Again, in the SharePoint Administration Center, I can create new site collections and manage existing ones. There is also a PowerShell component that allows me to create multiple site collections. I will create a new Contoso Beta site collection, specifying the administrator account as the primary site collection administrator and assigning a storage quota. While that site collection is spinning up, I will navigate to an existing Contoso Beta site collection and share it with a user. Now, returning to the SharePoint Administration Center, I will delete the existing site collection that I just shared another user. This site collection is not lost to me forever. There is a recycle bin that allows me to restore site collections for up to 30 days. Note that restoring a site collection restores Steps

Microsoft SharePoint 2013 Demo Guide

12. Show Admin page

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SharePoint 2013 Business User Deep Dive Demo


Speaker Script everything associated with it, including content and shared user settings. Steps

Microsoft SharePoint 2013 Demo Guide

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