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SharePoint 2013: Business User

Deep Dive Demo Guide

You bear the risk of using it.SharePoint 2013 Business User Deep Dive Demo Microsoft SharePoint 2013 Demo Guide This document is provided “as-is”. All rights reserved. © 2012 Microsoft. including URL and other Internet Web site references. Microsoft Confidential 2 . Information and views expressed in this document. may change without notice. reference purposes. This document does not provide you with any legal rights to any intellectual property in any Microsoft product. You may copy and use this document for your internal.

............................................................................................................................................................................................................................................................................ 5 Online and On-Premise .......... 4 On-Premise Only .......................................................................................................................... 5 SharePoint 2013 Business User Demo ........................................................................................................ 14 Microsoft Confidential 3 ............................................................................................................................................................................................................................................................................................ 6 Scenario......................................................................................................................................... 4 On-Premise ............................................................................................................................................................... 4 Online Only .................................................................................................................................................................................................................. 7 Optional: Build ....................................................................................................................... 4 Prepare Content................................................................ 4 Connections and Login ........................................................................................................................................................................................................................................................................................................................................... 6 Intended Audience ............................................................................................................................................................................................................................................... 6 Demo Exercise...................................................................................... 4 Online ......................................................................................................................................................................................................................................................................................................................................................................SharePoint 2013 Business User Deep Dive Demo Microsoft SharePoint 2013 Demo Guide Contents Setup Instructions ........................................................................................

Under Assign role.Open IE and navigate to your site. Navigate to the SharePoint online tenant and log in as Administrator URL: https://<yourtenant>.MicrosoftOfficeDemos. In Select a role drop down. Log into VM as GarthF 2.onmicrosoft. 2. 1. Online All demo steps assume you are using Internet Explorer 9. Pre-Demo Setup . Sign in as Garth Fort – GarthF@<yourtenant>.com b.com. 1.SharePoint 2013 Business User Deep Dive Demo Microsoft SharePoint 2013 Demo Guide Setup Instructions Connections and Login On-Premise Visit https://www. Click users and groups d. Click Garth Fort e. pass@word1. Click settings f. and then click Office 365 c. click Yes g. Add Garthf as Site Collection Administrator a.com for access to virtual machines to use with this demo guide. click Admin. Establish an Internet connection. In top navigation.sharepoint. Log into demo home page Prepare Content Online Only 1. Enter an Alternate email address. click Global Administrator h. and then click save Microsoft Confidential 4 .

The following steps will determine in advance whether you will want to display those features in the Search section of the demo. Add case site to quick launch: a. start typing market and wait for the auto-complete (Marketing) and refinds (“You‟ve seen these results before”) to appear. In the search box. b. Click Navigation d. Select Current Navigation near the bottom of the page and click Add Link e. Title is Northwind Traders. Open Outlook and create a profile that connects to your tenant as GarthF 4.onmicrosoft. Click OK. in the demo home page. click Browse and select the Northwind Traders case f. click Search in the upper navigation. In Internet Explorer. If they appear. Get a jpg to use a site background image and put it on your desktop Microsoft Confidential 5 .SharePoint 2013 Business User Deep Dive Demo i.com Password: pass@word1 k. c.sharepoint. 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. Click the gear icon and click Site Settings c. 2. you will see a reminder at that point in the script to skip to the next section. j. For URL. Confirm Garth Fort has Admin menu in top navigation. Sign out of the tenant and restart Internet Explorer Navigate to the SharePoint online tenant and log in as Garthf User name: garthf@<yourtenant>. On-Premise Only 1. If they do not. you may proceed when you get to the Search section. and sign in as garthf 3. Click Sites and click the Legal Discovery Center link (https://<yourtenant>. Click Outlook in top navigation. then OK again – this adds the case site to the quick launch on the left (a bug) Online and On-Premise 1.com/sites/ediscovery) b. a.

Click Conversations c. On Contoso home page. click View Conversation d. Point at a discussion and then from the hover panel. Organize. Build. The demo takes 25-30 minutes. click Newsfeed f. Intended Audience Business Decision Makers Microsoft Confidential 6 . Discover. and Manage. Confirm presence of discussion in Garth‟s 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. Promote a conversation with a video attachment Microsoft SharePoint 2013 Demo Guide a.SharePoint 2013 Business User Deep Dive Demo 2. In top navigation. Post a comment to the discussion e. click Search in top navigation and perform a search for video b.

Next to FY13_Product_Strategy. and SharePoint 2013 uses some pretty sophisticated 1. Sign in as Garth Fort – GarthF@<yourtenant>. and in the right context so I can get work done. Point out presence everywhere (if signed in to Lync) d. SharePoint is more than just isolated social features based on consumer technologies. a great example of how SharePoint 2013 helps me share ideas better than ever. and so on. at the right time. pass@word1 2.SharePoint 2013 Business User Deep Dive Demo Microsoft SharePoint 2013 Demo Guide Demo Exercise Speaker Script With the next version of SharePoint we‟ve simplified how people interact with SharePoint in a number of ways. Do a quick Like on Alex‟s post and post a reply – “@Alex Darrow – thanks for the help #Marketing f. Newsfeed overview a. and respond to email. Web apps and coauthoring a. then click the number for Documents under I‟m Following 4. With SharePoint and Office 2013. Here are a number of documents I‟m following that I just clicked “Follow” on as I encounter these across various sites. Click Newsfeed. Here are all the things I‟m following. Following a. plus this Web app preview window. I need to author documents. Click SkyDrive in top bar b. and I‟ll tag it so anyone following this tag will see it as well.com. I‟ll like his post and reply real quick with a @Mention. Alex is working on a document that I‟m involved in as well. I‟ll link to this deck I‟m working on so Alex can do a better job on his document – when I link to it. Point out the numbers under I‟m Following b. click ellipse (…) Steps Microsoft Confidential 7 . Follow a suggested site d. I get this great visual experience. Click the number for Sites and show sites and suggested sites c. Post it g. See post from Alex Darrow “Working on the FY13 Strategy document” e. I can post messages here.onmicrosoft. social binds all of these experiences to provide me with the right information. Show items in the newsfeed c. We want to make SharePoint the place everyone goes to share ideas. go to meetings. In my day. Integrated presence here is really nice. I‟ll start in my Newsfeed. Click Newsfeed in the top bar b. Pre-Demo Setup .Open IE and navigate to the intranet home . Drag a document into the Shared with Everyone folder c. work together on documents and project tasks and stay in sync with what‟s going on across your team and your organization. Look at the discussion with the video post and click the play button 3. run projects. too. see messages from the people I‟m following.

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. Click Newsfeed and paste the shortcut into the Start a conversation text box and press the SPACE bar to see it render. Click the share icon for a document. Click the X in the top right to close the document i. No more confusing permissions pages to navigate through. In my SkyDrive. check out the latest Microsoft Confidential 8 . Click View and click Reading View. so I‟ll post this really quick to my Newsfeed and share the latest thinking on this subject – and I‟ll include a quick hash tag and even create it if it doesn‟t exist. click the direct link to the document and note that you are “signed in” as Guest Contributor 6.SharePoint 2013 Business User Deep Dive Demo Speaker Script methods to recommend more documents to me. Share documents a. click Invite People. Newsfeed – Posting a link to document a. It‟s that simple. Here are the sites I‟m following. and it even supports coauthoring. With Skydrive. for example) c. Let me follow one now. From a user experience point of view. Open FY13_Product_Strategy. I can type an external email address. which makes it much more natural for me to use SharePoint instead of keeping everything on my desktop. SharePoint will generate an obscured link straight to the document. We‟ve made some improvements to the document. This is actually a really useful hub for me.docx into web app e. Show fidelity of edit experience g. I manage all the documents I‟m working on that aren‟t officially in team sites. Type “hey everyone. and type an external address that you have access to (Live account. 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. then uncheck Require sign-in. pick Janet Schorr and click Share. Uncheck Require sign-in and click Share d. Get shortcut d. If needed. b.docx. then click File and click Translate – Choose Arabic h. sharing content is easier than ever. click SkyDrive in top navigation. b. Click the Sharing icon for the FY13 Product Strategy. I want to open this strategy document in the browser and see what Alex has been doing. 5. click Invite People. and type Janet. When you get the email. Web app edit mode is really nice in SharePoint 2013. pass@word1) in edit mode f. I can actually just drag and drop documents right in the browser. I just click the Share icon and type in a name or a group name and invite them. And if I want to share with someone outside of Office 365.

Click Embed Information and copy the code into the clipboard (CTRL+C) b. Mark the answer from Alex as a Best Reply . all the participants and their badges.click the Open Menu button (“…”) next to the reply from Alex and click Best Reply . Here I‟ll just embed a Youtube video in a blog post. Here is a Communities portal – I‟m interested in Marketing topics. In the Communities center. Click the gear icon and click Edit Page e. and I can participate in this topic. g. Microsoft Confidential 9 . Click Sales and Marketing d. and then click Insert. Click into the Featured Expansion web part f. h. In the ribbon. maybe rate this a best reply. so I‟ll go to this community. reducing friction for the things people need to do together and opening up new possibilities for productivity. then click out d. click Insert and click Embed Code. As you can see. Click Preview 7. Click SkyDrive. Click Sites in the top bar c. Share ideas and community a. c. Sharing ideas and building communities and alignment around common interests and goals has never been easier. and so on. we‟re making sharing a really powerful and businesscritical experience. Post e. click Marketing Topics c. Click Share with everyone to show option to post to site feed.SharePoint 2013 Business User Deep Dive Demo Speaker Script help share the vision across the company. where I can see all the topics. Click into Successful marketing campaigns and SEO d. Click Sites. then Communities b. Steps Microsoft SharePoint 2013 Demo Guide #Strategy doc”. Paste in the code. click the … for the Contoso Marketing Principles deck. Share the vision – Embed video/doc a. and click the Menu icon in the preview window. then Public Site 8. Click Sites.

In this example. by providing a central place that‟s scalable enough to organize and manage all your information assets. You can also toggle the nav off to focus on the content.SharePoint 2013 Business User Deep Dive Demo Speaker Script Steps Microsoft SharePoint 2013 Demo Guide Let‟s go to a Team Site. I‟ll just make that picture I dragged in 1. keep teams‟ in sync. and we‟ve done work to make the page loads very smooth and fast. Click Yes. We‟ve also improved fundamental ease of use capabilities – like the ability to just drag and drop a file into this library. The out of the box design and clean and uncluttered. Click Pictures in the left nav to open Pictures library g. we‟ve done a lot of work to make it easy to take a team site from blank template to a customized site. and projects on track. where most work gets done in SharePoint. and pick the Orange style j. Move IE window so you can see your desktop (jpg file located there) f. We‟ve made big improvements here to redefine collaboration. Drag the image in from the desktop on top of the landing spot. Click Try it Out l. Team site – UX a. and k. Click Home i. we‟ve improved the experience and feel. click link to the Marketing Campaigns team site b. Click the Focus on Content button to toggle the nav off and on d. The Getting Started web part exposes the most common tasks to make it really easy to do things like re-theme the site. Keep It m. Show smooth transitions – click into Documents c. Click back to Marketing Campaigns in the breadcrumbs e. Next. as you saw. What makes SharePoint unique is that it‟s designed to also organize and store documents to enable personal productivity. Theming – Click the What‟s Your Style tile. In Alex‟s Communities reply. Drag a picture from your desktop into Pictures library h. First. This works in document libraries and in my Skydrive library too. Click Remove This to remove the Getting Started Microsoft Confidential 10 .

If I go to my Tasks. then click Tasks in the left nav b. Personal Tasks Rollup a. When one project member files mail or documents using the site mailbox. and I can even edit multiple items at once. I actually have a rollup of all these tasks from various team sites. Note the toast that appears in the top right e. Select the bottom task h. Fill down Alex‟s name in the assigned to column by dragging the bottom right corner and dragging down g. Optionally. At the home of the Marketing Campaign site. Site Mailbox Microsoft Confidential 11 . the same set of content can be accessed directly from the SharePoint site. Site mailboxes allow users to work together naturally – while compliance is applied behind the scenes. which bring Exchange emails and SharePoint documents together into one experience. Click Tasks and see all tasks together f. Site mailboxes are surfaced in Outlook 2013 and give users easy access to the email and documents for the projects they care about. Task management is really nice at the team site level. I can have children tasks. Click the Tasks tab in the ribbon and click Indent e. go to Outlook and see tasks 4. Click Sync tasks. and even fill down so John is assigned to all of these – this multi-edit actually works for other lists and libraries as well. OK. Task management is vastly improved in SharePoint 2013. and then click. Team site task management a. Show the tasks c. Click Newsfeed in top bar. Click Newsfeed. Then in the ribbon. b. I can also turn things into tasks really easily – like a post on my Newsfeed. all displayed nicely in this timeline view. Finally. Select the cell that has Alex Darrow‟s name f. as well as from Project Server. and I can take this farther and actually manage this list in the Project client and keep it synced. We‟ve also put a lot of thought into how to keep organized ACROSS all the sites in the organization that I might belong to. g. we‟re introducing Site Mailboxes. Click the Tasks tab in the ribbon and click Sync to Outlook. any project member can then access the content. Additionally. In the project management space. click Add To Timeline and drag the task around in web part 3. click Tasks in left navigation.SharePoint 2013 Business User Deep Dive Demo Speaker Script a moment ago into the background image. Edit the task list by clicking edit this list above the task list c. h. I‟ll just add this task to the timeline so you can see how it displays – and maybe I‟ll move it so it looks nice. d. And I can of course sync this to Steps Microsoft SharePoint 2013 Demo Guide web part 2. and next to a post click the “More Options” icon (looks like “…”) and click Follow Up d. Change the title of the last task to launch campaign event.

Show other synced libraries if you have any Online only: see comment at right. then drag doc from your desktop into Documents d. Click Skydrive and click SYNC in the top right. And of course I can sync all of this to Outlook. and connections. and I can add more of course. You‟ve seen how SharePoint helps me stay connected to people and get things done. I can just move them around. This makes managing my documents so much easier. Right click Documents and click View in Browser to show the new doc 5. Sync Skydrive a. If you are in an on-premises environment. Switch to Outlook and show Site Mailbox c. With the Site Mailbox. Auto-complete and Personal Favorites (“or refinds”) may not work in a fresh tenant or VM because there has been insufficient search history. you can see how SharePoint 2013 helps me keep myself. continue with the demo. 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 knowledge portals. I want to show you how SharePoint helps you discover experts.SharePoint 2013 Business User Deep Dive Demo Speaker Script Outlook. If you did not see auto-complete or refinds Microsoft Confidential 12 . ability to sync this library to my desktop. offline syncing for documents. answers. You checked this in the Setup Instructions. my projects and my information organized. Click back to Marketing Campaigns and see Mailbox in left nav – click it b. Query Rules. If they start to overlap in the timeline view. You already saw how easy it was to share a document. and show sync folder on desktop b. my team. great task management and syncing. …. If necessary. skip steps a and b under 3. Query Rules. Drag mail into mailbox. please read the following in regards to Step 3. Information in SharePoint is organized so I can find what I am looking for If you in an online tenant. Steps Microsoft SharePoint 2013 Demo Guide a.

docs. In the top right chart. Show results – decks. Change query to marketing campaign effectiveness b. Steps Microsoft SharePoint 2013 Demo Guide during setup. PowerView a. and maybe even find some things I wasn‟t looking for that might be helpful. Search for marketing from the search box c. Search a. Point out You‟ve seen these results before c. Change query to marketing deck and search d. and. Click Conversations f. sales quantity and margin by each category d. 1. With Excel and Power View you can bring together data to create reports that look great. Click People b. skip steps 3a and 3b. sites d.SharePoint 2013 Business User Deep Dive Demo Speaker Script easily. In the results. I see a live preview of documents. Hover over a few results and show Hover Panel e. Hover over Alex and see things he‟s authored 3. for example. PowerPoint presentations complete with slide transitions. 13 Microsoft Confidential . I‟ll do a search for marketing campaign – that‟s what I‟m working on with the team – let‟s see what others have done with this subject. Click Sites b. see who some experts might be. click on one of the blue bars to filter the entire dashboard to view revenue. See result of query rule – PowerPoint results block 4. Click the Marketing Campaign Effectiveness spreadsheet result c. Back to search and press the space bar after “marketing” b. In the bottom right chart. The data is constantly up to date and by publishing it to SharePoint it‟s easy to share your insights with people across the business to validate recommendations and get feedback. click the „play‟ button to see the change of sales and quantity over months. Query Rules a. Expertise Search a. Click Videos 2.

Click Export but don‟t finish the export process Tenant Administration 11. and each page is broken up into two main sections: Identify and Preserve and Search and Export. click Northwind Hold 4. Unified Search and Hold is used to preserve content in-place and be able to search that content. click Northwind Traders 3. Click Search 7. click gear icon. eDiscovery can be a complex and difficult problem to solve. Click the SharePoint tab 9. especially because responsive results may have to include email messages. and other data types that are not easy to tie together. so I will navigate to an existing case to highlight some of the features. sources. click Northwind Audit 6. In the Quick Launch. In the eDiscovery Sets Web part. It is challenging to get the right information to the right people on demand.SharePoint 2013 Business User Deep Dive Demo Speaker Script Steps Microsoft SharePoint 2013 Demo Guide e. exports. Click Admin | Office 365 1. The Discovery Center in SharePoint 2013 Cloud gives you a single place to manage discovery across SharePoint and Exchange.com/sites/ediscovery) 2. instant messages. 1. I have easy access to each of the elements of this case: queries. eDiscovery is organized around cases. Each case gets its own page. If you‟re a web designer the latest version of SharePoint lets you take advantage of familiar web design tools like Dreamweaver to design eye-catching websites. 2. While the above scatter plot plays click on the zoom button to enhance the experience in full view Optional: Build We‟re making a number of exciting changes to the way you build SharePoint and Office apps. Click Queries Web part. documents. 3. At any site. Click Cancel 5. The new app model is designed to work in the cloud and takes advantage of widely adopted web technologies like JavaScript and HTML. Hover over a result 10. Site Contents Click add an app Click SharePoint Store Add an app (if you have configured your live account) Microsoft Confidential 14 .sharepoint. Navigate to the Legal Discovery Center (https://<yourtenant>. You will also notice a 1. and documents. Note the results in the Exchange tab 8.

There is a recycle bin that allows me to restore site collections for up to 30 days. I will navigate to an existing Contoso Beta site collection and share it with a user. such as Discovery Sets that are in process or have failed. There are tabs available to view Exchange and SharePoint results separately. I can see content organizer rules that get applied to documents that are sent here. I will delete the existing site collection that I just shared another user.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. which was not supported in the previous version of SharePoint Online. I will switch personas one last time to cover some administration steps. There is also a PowerShell component that allows me to create multiple site collections. Note that restoring a site collection restores Steps Microsoft SharePoint 2013 Demo Guide 12. While that site collection is spinning up. I can export it directly from the query page. This site collection is not lost to me forever. To wrap up this demo. These queries can span multiple Discovery Sets and can be filtered. I can create queries that target Discovery Set results. Now. returning to the SharePoint Administration Center. specifying the administrator account as the primary site collection administrator and assigning a storage quota. and there are options to remove duplicates and strip RMS encryption. Show Admin page Microsoft Confidential 15 . Again. either manually or as the result of a retention policy. I will create a new Contoso Beta site collection. Once I have the right content. in the SharePoint Administration Center. I can create new site collections and manage existing ones. SharePoint 2013 Cloud also includes the Record Center template.

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 Microsoft Confidential 16 .