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Developing Workflows in SharePoint 2013, Office 365 and SharePoint Online

Workflow Development "From the Consulting Trenches" There has been a complete update to SharePoint 2013 ’s workflow capabilities and overall workflow architecture, as shown in image below, with new features as well as the underlying workflow engine itself receiving a major overhaul

Errin O'Connor's profile image


Blog Entry
Deep-Dive of SharePoint 2013 & Office 365 Proven Development Strategies

Windows Workflow Foundation 4 is hosted in the new Workflow Manager Client, as shown in the diagram below, and is built on the messaging functionality of Windows Communication Foundation (WCF). For you to be able to perform development activities in SharePoint 2013 , Office 365 and/or SharePoint Online and Microsoft Azure , there are core technologies and tools you must have available as detailed below: SharePoint 2013 Development Environment: Visual Studio 2013 and tools Microsoft Office 2013 Professional An Office 365 Developer Site Windows Azure SDK and tools: High-level overview of SharePoint 2013 Workflow and the W orkflow Manager Workflow activities, which are implementations of activity classes and are implemented declaratively by using XAML (e.g

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Blog Entry
Uncovering Office 365, SharePoint Online and My Data

Overview of Office 365, SharePoint Online and My Data A major area of concern about Office 365 is the lack of understanding about how and where the data itself is stored and what proactive measures are being taken to ensure that your data is safe

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Blog Entry
The Digital Company – How to move from analog to digital processes?

Standardize your IT infrastructure companywide (databases, software, ERP systems, document management systems like SharePoint, CRMs like Microsoft Dynamics, desktops …) Get your paper documents digitized in a structured way so that you can easily incorporate them into digital workflows

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One day after Microsoft launches OneDrive to replace SkyDrive, Microsoft has announced plans to rebrand its Office Web Apps to Office online

" Keeping it straightforward is the name of the game here and when also talking in a "Custom Application or true AppDev situation for a Business Intelligence or Workflow related type efforts, this will help the "technical business analysts" who have to be able to work with the business and translate "business speak" into "technical speak" and an improved overall application development lifecycle and related end user testing or UAT prior to go live with any small bug fixes or updates. From an overall Information Architecture as well as underlying System Architecture Governance perspective, this will help project teams and organizations draw the "line in the sand" in conversations regarding Out-of-the-box SharePoint 2013 \ Office 365 | SharePoint Online capabilities and what they may understand as a true App or something they may have seen in their browser editing an Excel document via an Office Web App (or of course a custom .NET App that may have been "home grown" over time). -- Just a day after Microsoft launched its OneDrive cloud storage to replace SkyDrive , the tech giant has announced plans to rebrand its Office Web Apps to Office online

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Blog Entry
Security Governance Best Practices for SharePoint 2013 & Office 365 | SharePoint Online

Security Governance Best Practices for SharePoint 2013 & Office 365 | SharePoint Online EPC Group understands that security has never been a hotter topic in IT, but in most cases, even though it is being discussed by members of the organization and dominates a good deal of technology news coverage, it is still often not properly addressed in many SharePoint deployments

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Blog Entry
Understanding Operating in the Hybrid Cloud - Office 365 & SharePoint 2013 - An EPC Group Case Study

EPC Group’s Hybrid Governance Framework Step 1 – Understand what to Enforce Step 2 – Balance the enforcement Step 3 – How and where to enforce Step 4 – Prioritize the enforcement solutions Step 5 – Continue to Review and Enforce When and What to Enforce - EPC Group Framework Governance Feature Enforce Nothing Enforce Something Enforce Everything PII Policy Document (‘here’s our policy on exposing PII’) Monthly Audit (manual or physical ; random or comprehensive) Automated Audit on Upload Site Quota No Quotas or Suggested Quotas Tiered Options; business rules Chargeback model Site Creation Training on Where it Goes IT creates for you Fully automated with workflow Site Expiration At owner discretion Manual email sent to site owners asking.. Automated notification/expiration based on business rules Site Removal Up to owner IT manually removes/archives Automated deletion/archival based on business rules / workflow What to Enforce – What is the Balance (EPC Group Framework Example) Governance Feature Enforce Nothing Enforce Something Enforce Everything Site Templates Let users pick from laundry list Limit list of templates Automatically pick site template based on business rules Metadata / Document Classification Users pick metadata columns & manually enter metadata Document Library templates and managed metadata Automated metadata population ; automated business rule enforcement Site Classification Governance Document Site Label (i.e. HBI/MBI/LBI) Automated site placement based on user input & verification Mission Critical Classification Governance Document IT manually creates site in “special” environment Automated site placement bin redundant data-center based on user input & verification Enforcement Scope – How to Enforce (EPC Group Example) Governance Provisioning Tools (EPC Group Example) Object in SharePoint 2013 and/or Office 365 Automatable Create Site Collections Create Sub Webs Create Hierarchy Available on Office 365 People | My Sites | Social ✓ ✓ ✓ ✓ Web Parts | Apps ✓ ✓ List Templates (STP and XML) ✓ ✓ Web Templates (WSP and XML) ✓ ✓ ✓ Site Quotas ✓ ✓ Web Event Receivers ✓ ✓ ✓ SPD Workflows and Actions ✓ ✓ ✓ * ✓ Feature Stapling ✓ ✓ ✓ ✓ * Workflows ✓ ✓ ✓ ✓ Site Definitions ✓ ✓ ✓ ✓ Timer Jobs ✓ ✓ ✓ ✓ Custom Site Provisioning Handlers ✓ ✓ ✓ ✓ Matching the Policy to the Office 365 and/or SharePoint 2013 Scope (EPC Group Example) Policy Type Scope Possible Options Security\ Identity Management Farm Web Application Provisioning workflows Timer Jobs Web application polices DNS/Infrastructure Reactive reporting Farm Web Application Sites/Webs Timer Jobs External Database Event Receivers Proactive Sites/Webs Custom Forms Event Receivers Feature Receivers Custom Field Controls Auditing Farm Web Application Timer Jobs External Database Changes Sites/Web Features Control Delegates Considerations in Complex Environments • Multi-tenancy ( Office 365 Issues when a user goes outside of I.T. to create a new “environment”) • Multiple farms • Hybrid on-premise and off-premise • Security (FBA, SAML claims, Extranets) • Global Clients with PHI, PII, Safe Harbor, Intellectual Property , EU Pushback, NSA Concerns in recent news Frequently Asked Questions of EPC Group • Terms of Service • Common user interface and navigation • Site directory and Office 365 and/or SharePoint 2013 ’s new Layout • Common header and footer content (standardize and creation of governed branding guide) • Structured provisioning with workflow • Site Mapping | Mapping the Owner to Content • BYOD \ "Bring Your Own Device" Strategies (Mobility) • Custom Branding | Responsive Design in Office 365 \ SharePoint 2013 • Site Backup and Restore (DR) and Archival EPC Group’s Nationally Recognized Practice Areas EPC Group leading SharePoint , Office 365 , Infrastructure Design and Business Intelligence Practice areas continue to lead the way in providing our clients with the most up-to-date and relevant information that is tailored to their individual business and functional needs. Additional "From the Consulting Trenches" strategies and methodologies are covered in EPC Group's new book, " SharePoint 2013 Field Guide: Advice from the Consulting Trenches" covering not only SharePoint 2013, Office 365 and SharePoint Online but Information Management, ECM\RM and overall compliance strategies in this ever changing world of " Hybrid IT

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Blog Entry
Deep-Dive of Search in SharePoint 2013, Office 365 and SharePoint Online "From the Trenches"

Deep-Dive of Search in SharePoint 2013, Office 365 and SharePoint Online "From the Trenches" In this article, I will cover key service applications and services that power SharePoint 2013, Office 365 and SharePoint Online's search to enable your organization’s data to easily be found on-demand as well to enable the accuracy of your search results

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