Foreword by Jeff Teper xxi Foreword by Jared Spataro xxiii Acknowledgments xxv About the Authors xxvii Chapter 1: Your Reading Journey 1 What Is This Book About? 2 Reader''s Guide 2 What You Will Learn from This Book 4 Who Should Read This Book 5 How This Book Is Organized 5 What''s New in SharePoint 2013? 6 Key Points 7 Thank You 7 Part I: Planning 9 Chapter 2: Planning Your Solution Strategy 11 SharePoint: What Is It? 12 Is It an Application, a Platform, or a Framework? 14 What''s New in SharePoint 2013? 15 SharePoint Strategy Roadmap 18 Which Capabilities Are Relevant? 25 Key Points 29 Chapter 3: Introducing the SharePoint 2013 Platform 31 Microsoft''s Collaboration Evolution 33 Current Versions of SharePoint Products and Technologies 36 Microsoft SharePoint Server 2013 and Office 2013 38 What''s New in SharePoint 2013? 42 Comparing SharePoint Versions 43 SharePoint: The File Share Killer? 50 SharePoint: The Access and Excel Killer? 51 Key Points 58 Chapter 4: Planning for Business Governance 61 What''s New in SharePoint 2013? 65 Why Is Governance Planning Important? 67 When Should You Start Thinking about Governance? 68 What Is in a Governance Plan? 69 Key Points 100 Chapter 5: Planning for Operational Governance 103 What''s New in SharePoint 2013? 104 Planning for Operational Governance 105 Maintaining Operational Governance 109 Planning for Application Governance 110 Maintaining Application Governance 114 Establish Development and Test Environments 116 Key Points 116 Chapter 6: Planning Your Information Architecture 119 Why Is Information Architecture Important? 122 Understanding the Role of the Information Architect 122 What''s New in SharePoint 2013? 124 Planning Your Information Architecture Strategy--Site Collections and Sub-sites 128 Planning Your Information Architecture Strategy--Gathering the Right Information 131 Creating an Effective Site Architecture 134 Page Architecture 145 Understanding Metadata Architecture 154 Maintaining Your Information Architecture 182 Key Points 184 Chapter 7: Planning Your Adoption Strategy 187 What''s New in SharePoint 2013? 188 Why Is Adoption of New Solutions So Hard? 192 Design a Solution That Delights 194 Plan Your Deployment to Optimize Adoption Success 201 Plan Effective Training 208 Carefully Consider Incentives and Rewards 218 Design and Implement Persistent Communications 221 Key Points 225 Chapter 8: Developing a Value Measurement Strategy 227 What''s New in SharePoint 2013? 229 Why Measure? 231 Measurement Process Overview 232 Question 1: What Are the Business Objectives? 233 Question 2: How Should the Solution Be Designed to Meet the Objectives? 235 Question 3: Who Are the Metrics Stakeholders? 236 Question 4: What Are the Metrics and How Should We Present Them? 238 Question 5: How Can We Collect the Metrics? 254 Question 6: What Do the Metrics Tell Us about How We Need to Change? 256 Key Points 257 Chapter 9: Understanding Architecture Fundamentals 259 What''s New In SharePoint 2013? 259 A Functional Overview 260 Sites, Site Collections, Site Templates, and Service Applications 264 Understanding SharePoint Administration 272 Deployment Options 277 Key Points 283 Chapter 10: Planning Your Upgrade 285 What''s New in SharePoint 2013? 286 Planning for Upgrade or Migration 289 Understanding Upgrade and Migration Options 303 Key Points 309 Chapter 11: Taking SharePoint to the Cloud 311 What''s New in SharePoint 2013? 312 Cloud Computing Concepts 313 Office 365 Overview 315 SharePoint Online Functionality 322 Comparing SharePoint Online with SharePoint Server 2013 326 Planning for SharePoint Online 334 Key Points 338 Chapter 12: Planning Security 341 What''s New In SharePoint 2013? 343 Planning How Users Will Access SharePoint 348 Planning How You Will Share 349 Planning How You Will Secure SharePoint Sites 357 Defining and Documenting Your SharePoint Security Plan 379 Maintaining Your Security Model 389 Key Points 398 Part II: Optimizing 401 Chapter 13: Managing Enterprise Content 403 Getting Started with ECM 404 What''s New in SharePoint 2013? 405 Back to Basics: Document Management in SharePoint 2013 410 Records Management 429 Key Points 435 Chapter 14: Managing Web Content 437 Why SharePoint for Internet-Facing Web Sites? 437 What''s New in SharePoint 2013? 438 Web Content Management: The Basics 446 Branding a SharePoint Site 452 The Content Editor Experience 463 Managed Navigation 466 Planning for Web Content Management 467 Putting It All Together: A WCM Strategy 469 Key Points 470 Chapter 15: Planning for Social Computing 471 What''s New in SharePoint 2013? 472 Getting Started: Planning and Governing Your Social Strategy 479 Using Social Features to Engage Others and Get Work Done 506 Providing a Structure for Collaborating 516 Understanding the Architecture for SharePoint Social 529 Preparing for Yammer Integration 530 Key Points 532 Chapter 16: Planning Enterprise Search 535 What''s New in SharePoint 2013? 535 Planning for Search 536 Understanding Search from a User Perspective 543 Search-Driven Applications 564 Key Points 565 Chapter 17: Planning Business Solutions 567 What''s New in SharePoint 2013? 568 What Is a Composite Application? 570 Using Business Connectivity Services 570 Understanding BCS Components 572 Types of BCS Solutions 573 Planning for BCS Solutions 576 Understanding Business Processes 579 Understanding Workflow Terminology 582 Using the Standard Workflows 584 Creating Custom Workflows with SharePoint Designer 2013 586 Designing Workflows with Visio 2013 592 Creating Electronic Forms 596 Introducing InfoPath 2013 597 Key Points 598 Chapter 18: Planning for Business Intelligence 601 What''s New in SharePoint 2013? 602 Planning for Business Intelligence 603 Which Presentation Tool Is Right for You? 611 Excel and Excel Services 611 PerformancePoint Services 618 Visio Services 620 Putting It All Together 621 Key Points 623 Chapter 19: Planning for Mobility 625 What''s New in SharePoint 2013? 625 Planning for Mobile 626 Mobile Usage Scenarios 630 The SharePoint Phone and Tablet Experience 631 SharePoint Newsfeed Mobile Applications 633 SkyDrive Pro Mobile Applications 636 Office Mobile and Web Apps 636 Third-Party Mobile Applications 640 Key Points 641 Chapter 20 Integrating Office Applications 643 What''s New in Office 2013? 644 Office Client Applications That Connect with SharePoint 2013 652 SkyDrive Pro--Taking SharePoint Documents Offline 654 Documents and Data Caching 660 Backstage 670 Other Clients: Office Web Apps and Office Mobile Applications 672 Key Points 674 Appendix: Content You Can Reuse 677 Content for Your Governance and Training Plans 678 New or Different User Tasks in SharePoint 2013 690 New or Different Site Owner Tasks in SharePoint 2013 704 Index 713.