Donald Donais
Welcome to the
Minnesota SharePoint
User Group
February 13th, 2013
SharePoint 2013 – IT Pro
Brian Caauwe & Mark Gamm
http://sharepointmn.com
Meeting # 98
Agenda
•
•
•
•
Architecture Changes
Features
Break
Upgrade
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Meeting # 98
Presenters
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Meeting # 98
Brian Caauwe
SharePoint Consultant & Speaker
• Email: bcaauwe@Avtex.com
• Twitter: @bcaauwe
• Blog: http://blog.avtex.com/author/bcaauwe
• Certifications
 MCM: SharePoint Server 2010
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Meeting # 98
Mark Gamm
SharePoint Consultant
• Email: mgamm@atomicdata.com
• Twitter: @markgamm
• Certifications
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Meeting # 98
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Meeting # 98
Architecture Changes
Things only get more complex
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Meeting # 98
Architecture Changes
• Before the changes… Is anything still the same?
 YES!!!
 Service Applications
 Web Applications
 Content DBs
 PowerShell
 etc...
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Meeting # 98
Farm Topologies
• SharePoint 2010
 Medium Farm
SharePoint Server 2010
SharePoint Farm
SQL Server 2008 R2
SPSQL

High Load Services
• Search
SPPAP01
CPU: 2 Cores
RAM: 8 GB
SPWFE01
CPU: 2 Cores
RAM: 8GB
SPSQL01
CPU: 4 Cores
RAM: 16 GB
SPSQL01
CPU: 4 Cores
RAM: 16 GB
SPWFE01
CPU: 2 Cores
RAM: 8GB
Client
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Meeting # 98
Farm Topologies
SharePoint Server 2013
SharePoint Farm
• SharePoint 2013
 Medium Farm
SPWFE01
CPU: 4 Cores
RAM: 12 GB

High Load Services
• Distributed Cache
• Search
SQL Server 2008 R2
SPSQL
SPSQL01
CPU: 8 Cores
RAM: 16 GB
SPWFE02
CPU: 4 Cores
RAM: 12 GB
SPAPP02
CPU: 4 Cores
RAM: 24 GB
SPAPP01
CPU: 4 Cores
RAM: 24 GB
SPSQL02
CPU: 8 Cores
RAM: 16 GB
Office Web Applications 2013
Shared OWA Farm
Sea rch Architecture
Query Processing
Replica
Query Processing
Index part ition 0
Replica
Administration
Content Processing
Crawl
Analytics
WOPI01
WOPI02
Load Balancer
Client
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Meeting # 98
Farm Topologies
SharePoint Server 2013
SharePoint Farm
• SharePoint 2013
 Medium-er Farm

High Load Services
• Distributed Cache
• Search
SPWFE01
CPU: 4 Cores
RAM: 12 GB
SQL Server 2008 R2
SPSearchSQL
SPSQL01
CPU: 8 Cores
RAM: 16 GB
SPWFE02
CPU: 4 Cores
RAM: 12 GB
SPSQL02
CPU: 8 Cores
RAM: 16 GB
SQL Server 2008 R2
SPSQL
SPAPP01
CPU: 8 Cores
RAM: 24 GB
SPAPP02
CPU: 8 Cores
RAM: 24 GB
SPAPP03
CPU: 8 Cores
RAM: 24 GB
Sea rch Architecture
Query Processing
Content Processing
Query Processing
Replica
Replica
Index part ition 0
Index part ition 1
Replica
Crawl
Administration
Replica
SPSQL03
CPU: 8 Cores
RAM: 16 GB
SPSQL04
CPU: 8 Cores
RAM: 16 GB
Office Web Applications 2013
Shared OWA Farm
Crawl
Analytics
WOPI01
WOPI02
Load Balancer
Client
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Meeting # 98
System Requirements
• http://technet.microsoft.com/en-us/library/cc262485.aspx
• 64-bit Only
• All servers in the farm must be physically in the same
datacenter (no stretched farm support)
• No more client install
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Meeting # 98
System Requirements – Single Server
• Single Server Dev or Eval of SharePoint Foundation
 8 GB RAM
 4 Cores CPU
 80 GB System Drive
• Single Server Dev or Eval of SharePoint Server
 24 GB RAM
 4 Cores CPU
 80 GB System Drive
• DO NOT DO THIS IN PRODUCTION
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Meeting # 98
System Requirements – Hardware
Small Farm
Medium/Large Farm
App Server
DB Server
App Server
DB Server
CPU
4 Cores
4 Cores
4 Cores
8 Cores
RAM
12 GB
8 GB
12 GB
16 GB
Disk
80 GB
80 GB
80 GB
80 GB
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Meeting # 98
System Requirements– SQL Server
• Max Degree of Parallelism ( MDOP) = 1
 Dedicated SQL Instance for SharePoint
• SQL Alias
 Makes moving databases easier in the future
• I/O makes a difference
 Virtualize with caution
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Meeting # 98
System Requirements - Software
• Server 2008 R2 SP1
 KB 2554876
 KB 2708075
 KB 2759112
• SQL Server 2008 R2 SP1
• I Recommend Server 2012 and SQL 2012
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Meeting # 98
Architecture Changes
• What’s New
 Shredded Storage
 Distributed Cache
 Request Management
 License Mapping
 App Model / SharePoint Store
• What’s Changed
 Office Web Apps
 Workflow
 Search
 Security
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Meeting # 98
Architecture Changes – NEW
Shredded Storage
• What is it?
 Stores changes instead of entire new version
• Does it help me?
 Yes (in a lot of scenarios)
 Database growth should be slower than in 2010
 Improved I/O
• What else should I know about it?
 Works best with OpenXML Office docs
 Documents are not shredded on upgrade
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Meeting # 98
Architecture Changes – NEW
Distributed Cache
• What is it?
 Stores various types of information in memory
• Does it help me?
 Claim token caching
 Social Feature Caching
• What else should I know about it?
 Adjust your memory considerations
 Do NOT use dynamic memory
 During install assigns 10% of total physical memory
• Update-SPDistributedCacheSize –CacheSizeInMB <CacheSize>

When “stopping” service use Graceful shutdown
• Stop-SPDistributedCacheServiceInstance –Graceful
• Remove-SPDistributedCacheServiceInstance
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Meeting # 98
Architecture Changes – NEW
Request Management
• What is it?
 enables administrators to manage the routing and
throttling of incoming requests
• Does it help me?
 It can in certain scenarios
 Most admins will not use
• What else should I know about it?
 Does not replace your load balancer
 Managed through PowerShell
 http://www.harbar.net/archive/2012/07/27/sp2013rm1.as
px
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Meeting # 98
Architecture Changes – NEW
License Mapping
• What is it?
 Enables admins to map licenses to users associated with
AD Groups
• Does it help me?
 Yes - buy CALs for what your users are using
 Mixing CALs in a farm is fully supported
• What else should I know about it?
 Managed through PowerShell (have you figured out you
need PowerShell yet?)
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Meeting # 98
Architecture Changes – NEW
License Mapping
• PowerShell cmdlets
o
o
o
o
o
o
o
o
Add-SPUserLicenseMapping
Disable-SPUserLicensing
Enable-SPUserLicensing
Get-SPUserLicense
Get-SPUserLicenseMapping
Get-SPUserLicensing
New-SPUserLicenseMapping
Remove-SPUserLicenseMapping
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Meeting # 98
Architecture Changes – NEW
License Mapping
• Feature Categories
o
Unlicensed
o
Standard
o
Enterprise
o
Project
o
WACEdit (Office Web Apps)
Enable-SPUserLicensing
$lm = New-SPUserLicenseMapping
-SecurityGroup "CORP\Enterprise Client Access License"
-License Enterprise
Add-SPUserLicenseMapping -Mapping $lm
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Meeting # 98
Architecture Changes – NEW
App Model / SharePoint Store
• What is it?
 New development model for “customizations”
 Heavy use of the client side object model
• Does it help me?
 If you don’t want server side code – YES
 If you want server side code – NO
• What else should I know about it?
 Need wildcard DNS A (HOST) record for app domain
• companyapps.com
 Wildcard SSL Certificate
• Use SSL otherwise OAuth tokens unsecured
 SharePoint Store
• App Requests
• Enabled or Not
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Meeting # 98
Architecture Changes – NEW
App Model / SharePoint Store (Continued)
• What else should I know about it?
 App Catalog (Special site collection) used for managing
approved apps
 App Licensing
• No explicit setting prevents site owners from purchasing
apps, use App Request process
 URL Structure
• https://<prefix>-<appID>.<appdomain>
• Example: https://hrapp-4a9cce52782633.companyapps.com
 Related Service Applications
• Subscription Settings
• App Management
• User Profile Service (High Trust Apps)
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Meeting # 98
Architecture Changes – Changed
Office Web Apps
• What is it?
 Allows for viewing and editing Office documents in
browser
• Does it help me?
 Yes - eliminates need to open client application
 Yes - allows for co-authoring
 Yes - preview capabilities
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Meeting # 98
Architecture Changes – Changed
Office Web Apps
• What else should I know about it ?
o Separate product now
o Needs its own server( No really, it does...)
o Read-only is free
o SSL Certificate (Wildcard Certificates NOT supported)
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Meeting # 98
Architecture Changes – Changed
Workflow
• What is it?
 Enables new workflow actions / conditions
• Does it help me?
 Actions
• Calling HTTP web services
• Start List / Site workflow
• Translation
• Project Support
 Conditions
• “Valid” SharePoint User
• Skip Project Stage
 Components
• Non-sequential workflows using stages
• App Steps
• Looping
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Meeting # 98
Architecture Changes – Changed
Workflow (Continued)
• What else should I know about it?
 Requires SharePoint Server (Standard or Enterprise)
• Requires User Profile Service Application
 Separate installation
• Azure Workflow Manager
• Azure Workflow Client
 Can be installed ON or OFF of SharePoint servers
 Requires routable DNS entry
 Should utilize SSL for OAuth connectivity
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Meeting # 98
Architecture Changes – Changed
Search
• What is it?
 Single service instance using FAST as the base service regardless
of Foundation, Standard or Enterprise
• Does it help me?
 Site Admins can now managed components
• Result Sources (Scope Replacement)
• Result Types
• Query Rules
• Schema (Managed Properties)
 Farm Settings
• Search Dictionaries
• Result Sources
• Query Rules
• Crawl Schedules (Continuous Crawl)
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Meeting # 98
Architecture Changes – Changed
Search (Continued)
• What else should I know about it?
 Search Components
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Meeting # 98
Architecture Changes – Changed
Search (Continued … again)
• What else should I know about it?
 Search Topology can only be managed through PowerShell
 Don’t forget to remove inactive topologies
$searchInstance = Get-SPEnterpriseSearchServiceInstance -Local
$ssa = Get-SPEnterpriseSearchServiceApplication
$clone = $ssa.ActiveTopology.Clone()
New-SPEnterpriseSearchAdminComponent -SearchTopology $clone -SearchServiceInstance
$searchInstance
New-SPEnterpriseSearchContentProcessingComponent -SearchTopology $clone SearchServiceInstance $searchInstance
New-SPEnterpriseSearchAnalyticsProcessingComponent -SearchTopology $clone SearchServiceInstance $searchInstance
New-SPEnterpriseSearchCrawlComponent -SearchTopology $clone -SearchServiceInstance
$searchInstance
New-SPEnterpriseSearchIndexComponent -SearchTopology $clone -SearchServiceInstance
$searchInstance
New-SPEnterpriseSearchQueryProcessingComponent -SearchTopology $clone SearchServiceInstance $searchInstance
$clone.Activate()
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Meeting # 98
Architecture Changes – Changed
Security
• Claims vs. Classic
 And the winner is……Claims
• Claims is needed for full functionality
• Switch to claims post-upgrade or before upgrade?
 Post-upgrade allows for easy fallback if needed
 Pre-upgrade seems cleaner and makes upgrade easier
 Time will tell...
• Sharing
 Facebook like
 Very easy to break inheritance (Is this a good thing?)
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Meeting # 98
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Meeting # 98
Features
•
•
•
•
•
•
•
•
Web Content Management (WCM)
Enterprise Content Management (ECM)
Search
Access Services 2013
User Profile Service
Machine Translation
App Management / Subscription Service
Work Management
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Meeting # 98
Features
Web Content Management (WCM)
• Metadata navigation
 Use Term Sets to navigate your site
 Clean URLs (e.g. /west/northwest/wild)
• SEO Improvements
 Meta Description
 Keywords
 SiteMap
• Channels
• HTML5 / CSS3
• Theming
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Meeting # 98
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Meeting # 98
Features
Enterprise Content Management (ECM) [Mark]
• Records Management
 Site based retention policies
 eDiscovery improved
• search and in-place hold
• Drag and Drop
 Browser Support
• Firefox - latest version
• Chrome - latest version
• IE 10 desktop
• IE 8 or IE 9 only if Office 2013 is installed
• Team Mailbox
 Adding site mailbox allows users to share communication concerning
project
 Requires Exchange 2013
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Meeting # 98
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Meeting # 98
Features
Search
•
Terminology
 Result Sources (Scope replacement)
 Display Templates (JavaScript kills XSLT)
 Search Schema (Managed / Crawled Properties)
 Query Rules
• Promoted Results (Best Bets, can be defined at service application)
• Result Block (Group like results)
•
•
•
•
Continual Crawling
Results also include social content
All analytics controlled in Search
Search web parts have been re-written
 New Content Search Web Part (Enterprise Only – NOT in Office365)
When using Office Web Applications, includes document previews
Admins can force a re-index of specific lists / libraries
Managed Properties have more power
 Query, Search, Retrieve, Refine, Sort
•
•
•
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Meeting # 98
Features
Search (Continued)
• New Search Center
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Meeting # 98
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Meeting # 98
Features
Access Services 2013 [Mark]
• Requires SQL 2012 and a dedicated server
• Allows users to create web applications
• Each App gets its own SQL Server database (not access)
 databases are created with GUID in name
• Access 2013 client is required to build your app
 it then gets published to SharePoint
• Replacement for Info Path?
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Features
User Profile Service [Mark]
• Direct AD Import vs. FIM
 Direct AD Import
• Much faster
• Single domain
• Start here
 Switch to FIM if you need the features
• Social Feature Dependencies
 News Feed
 SkyDrive Pro
–
–
–
–

Has nothing to do with SkyDrive (thank you Microsoft Marketing)
Allows sync between SharePoint and your PC
New version of SharePoint WorkSpace
http://www.toddklindt.com/blog/Lists/Posts/Post.aspx?ID=388
If you want social you need MySites
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Meeting # 98
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Meeting # 98
Features
Machine Translation
• Enables translation for pages and documents
 Documents: docx, doc, docm, dotx, dotm, dot, rtf
 Pages: html, htm, aspx, xhtml, xhtm
 Other: txt, xlf
• Out of the box uses Microsoft Translator
 Mostly utilized through development API’s
• Requires Server to Server authentication and app
authentication
• Translation also works in Word Web Application
• Service Application Dependencies
 App Management
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Meeting # 98
Features
Machine Translation
• Word Web App Example
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Meeting # 98
Features
App Management / Subscription Service [Brian]
• App Catalog site per web application
 Publish “acceptable” apps
 Manage App Request
• Internet Facing Apps
 Web Application feature
 Requires routable internet DNS
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Meeting # 98
Features
Work Management
• Task Aggregation
 View and track to-dos and tasks
 Can be aggregated from Exchange, Project Server and
SharePoint
 Tasks can be cached on users MySite
• Requirements
 Search Application
 User profile service application
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Meeting # 98
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Meeting # 98
Break
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Meeting # 98
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Meeting # 98
Upgrade
• Upgrade Overview
• Upgrade Planning
• Upgrade Cycle
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Meeting # 98
Upgrade Overview
What’s New
• Site Collection Upgrade
 Evaluation Sites
 Deferred Site Collection Upgrade
• Service Application Upgrade
• Compatibility Levels
 Tracked at site collection level
• Compatibility Ranges
 Set at web application and/or Tenant
 Determines self-service upgrade option
 Effects Template picker for new site collections
• Custom Solution deployment can specify Compatibility Level /
Range
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Meeting # 98
Upgrade Overview
What’s Different
• Changed
 No 2010 “Preupgradecheck”
 Claims authentication IS default
• Classic is deprecated… will be going away
 Health Checks run during Site Collection upgrade process
• Potential public scripts to provide similar functionality
in the future
• Improved
 Upgrade logging available per site collection
• Removed
 In place upgrade
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Meeting # 98
Upgrade Overview
Deferred Site Collection Upgrade
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Meeting # 98
Upgrade Overview
Preparation Tools
• With no preupgradecheck… what do I look for?
 SharePoint
• Solutions
• Features
• Site Definitions
• Languages
• Databases
• Service Applications
 Server
• Global Assembly Cache / local BIN files
• Web.Config modifications
• SSL Certificates
• Farm Configurations
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Meeting # 98
Upgrade Planning
• A complex process
 Customer Communications
 Farm / Customizations Surveys
 Upgrade / Customizations Testing
 Environment Cleanup
 Hardware Build-out
 Customization Deployment
 Backups Before Upgrade
 Operations Scheduling
 Rollback / Restore Plan
 Post-Upgrade Activities
 Ongoing Support Calls
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Meeting # 98
Upgrade Cycle
Learn
Validate
Implement
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Prepare
Test
Meeting # 98
Upgrade Cycle
Learn
• Fully understand your current environment
 Customizations
 Authentication Methods
 Content Databases / Site Collections
 Service Application Usage
• Determine Hardware requirements for 2013
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Meeting # 98
Upgrade Cycle
Learn
• Service Applications Upgrade Options
• Business Connectivity
• Managed Metadata
• PerformancePoint
• Search
• Secure Store
• User Profiles
– Profiles, Social, Sync
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Meeting # 98
Upgrade Cycle
Prepare
• Reconnect with Users
 What is actually being used?
• Sites and Features
 Prioritize items “fixed” or improved in 2013
• Clean up environment
 Review Health Analyzer
 PowerPoint Broadcast service
 Office web application cache site collections
 Unused site collections
 Re-architecting site collections / webs
• 2013 Environment
 SharePoint Farm
 SQL Environment
 Office Web Applications
 Azure Workflow
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Meeting # 98
Upgrade Cycle
Test
• Build POC Farm
 Preview 2013 functionality
 Use “similar” hardware for proper testing
• Use REAL Data
 No really… USE REAL DATA
 Only way to test YOUR scenario
• Benchmark
 Database process
 Site collection process
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Meeting # 98
Upgrade Cycle
Implement
• Preform cleanup steps
 Features / Solutions
 Unused data
• Build Production environment
 Service application upgrades
 Consume services between farms
 Deploy customizations
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Meeting # 98
Upgrade Cycle
Validate
• Evaluation Site Collections
• Clean upgrade errors from site collection upgrades
• Data Integrity
• User Experience / Branding
• PLAN FOR User Acceptance Testing
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Meeting # 98
SharePoint 2013 IT Pro Book Giveaway
• Compares and contrasts SharePoint
2013 to earlier versions
• Helps make your SharePoint 2013
installation smooth and successful
• Addresses managing customizations
• Looks at SharePoint 2013 for Internet
sites
• Includes an introduction to SQL
Server 2012
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Meeting # 98