SharePoint 2013 Field Guide Advice from the Consulting Trenches

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  • Edition: 1st
  • Format: Paperback
  • Copyright: 6/15/2014
  • Publisher: Sams Publishing
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Covers SharePoint 2013, Office 365’s SharePoint Online, and Other Office 365 Components


In SharePoint 2013 Field Guide, top consultant Errin O’Connor and the team from EPC Group bring together best practices and proven strategies drawn from hundreds of successful SharePoint and Office 365 engagements. Reflecting this unsurpassed experience, they guide you through deployments of every type, including the latest considerations around private, public, and hybrid cloud implementations, from ECM to business intelligence (BI), as well as custom development and identity management.


O’Connor reveals how world-class consultants approach, plan, implement, and deploy SharePoint 2013 and Office 365’s SharePoint Online to maximize both short- and long-term value. He covers every phase and element of the process, including initial “whiteboarding”; consideration around the existing infrastructure; IT roadmaps and the information architecture (IA); and planning for security and compliance in the new IT landscape of the hybrid cloud.


SharePoint 2013 Field Guide will be invaluable for implementation team members ranging from solution architects to support professionals, CIOs to end-users. It’s like having a team of senior-level SharePoint and Office 365 hybrid architectureconsultants by your side, helping you optimize your success from start to finish!


Detailed Information on How to…

  • Develop a 24-36 month roadmap reflecting initial requirements, longterm strategies, and key unknowns for organizations from 100 users to 100,000 users
  • Establish governance that reduces risk and increases value, covering the system as well as information architecture components, security, compliance, OneDrive, SharePoint 2013, Office 365, SharePoint Online, Microsoft Azure, Amazon Web Services, and identity management
  • Address unique considerations of large, global, and/or multilingual enterprises
  • Plan for the hybrid cloud (private, public, hybrid, SaaS, PaaS, IaaS)
  • Integrate SharePoint with external data sources: from Oracle and SQL Server to HR, ERP, or document management for business intelligence initiatives
  • Optimize performance across multiple data centers or locations including US and EU compliance and regulatory considerations (PHI, PII, HIPAA, Safe Harbor, etc.)
  • Plan for disaster recovery, business continuity, data replication, and archiving
  • Enforce security via identity management and authentication
  • Safely support mobile devices and apps, including BYOD
  • Implement true records management (ECM/RM) to support legal/compliance requirements
  • Efficiently build custom applications, workflows, apps and web parts
  • Leverage Microsoft Azure or Amazon Web Services (AWS)

Author Biography

Errin O’Connor is the founder and CEO of EPC Group and has completed more than 900 Share Point and “Microsoft stack-related” implementations, including efforts relating to business intelligence (BI), custom application development, hybrid cloud strategy, Microsoft Azure, Office 365, SQL Server 2012/2014, Amazon Web Services (AWS), and Microsoft Project Server. This is Errin’s third Microsoft SharePoint book; he is also the author of Microsoft SharePoint Foundation 2010 Inside Out and Windows SharePoint Services 3.0 Inside Out, both by Microsoft Press. Errin continues to work closely with EPC Group’s clients to develop and implement scalable SharePoint 2013, Office 365, and SharePoint Online initiatives, as well as BI, ECM/RM, and hybrid cloud strategies with identity management, security, and compliance in mind.


Miranda Salley is the Vice President of EPC Group and she manages the full range of EPC Group’s technology consulting and solutions offerings. Miranda also oversees EPC Group’s operations and marketing teams and tailors EPC Group’s go-to-market strategies. She works with the full range of Microsoft technologies, including EPC Group’s hybrid cloud advisory practice, to ensure that the organization continues to stay on the leading edge of consulting. Miranda has over 14 years of experience in information technology, marketing, sales, and communications management. For the past 10 years, Miranda has served as a volunteer technology teacher, and a life skills and career mentor, as well as a leading board member for various Boys & Girls clubs and not-for-profits, allowing her to further her passion for technology and community responsibility.


Timothy Calunod has been an active and involved SharePoint enthusiast since SharePoint’s first release. He has worked with every version of SharePoint in terms of design, implementation, architecture, administration, maintenance, troubleshooting, and solution creation to meet the unique needs of SharePoint deployments in various organizations and industries. Timothy has worked on hundreds of initiatives and is able to adapt to the technology requirements of EPC Group’s clients, whether it be for a business intelligence initiative, for a hybrid and federated SharePoint 2013 and Office 365 initiative, or to develop a governance and architecture strategy for a SharePoint implementation to support more than 250,000 users.


Joseph Jorden is a leading industry expert in designing and implementing various complex technical solutions for clients both large and small. Joe’s primary field of expertise is in custom software development for EPC Group’s clients, focusing on SharePoint 2013 as well as all areas of custom .NET application development including application architecture, custom workflow development, SharePoint development and administration, SQL Server development and administration, database design, and security. Joe is also the author of numerous technical books on SQL Server, SQL Reporting Services, and business intelligence.


Andrew Christen has over 11 years of experience in developing, designing, coding, and testing applications using C#, ASP.NET, SharePoint 2013, SharePoint 2010, SharePoint 2007 development, C++, BizTalk, and multiple other scripting languages. Andrew’s industry-leading architecture skills that he provides to EPC Group’s clients expand beyond SharePoint development into seamless integration of other line-of-business (LOB) systems, C#/ASP.NET financial and inventory systems, custom .NET applications, and responsive web design, as well as architecting and designing web services using SOAP and XML. Andrew has extensive experience in SQL Server 2012 business intelligence, as well as migration initiatives from non-SharePoint systems into new SharePoint 2013 environments.


Daniel Galant has focused on educating clients on the latest SharePoint 2013 technologies, as well as architecting the overall design and implementation of Microsoft solutions for EPC Group clients both large and small. Daniel’s experience includes SharePoint system design, implementation, branding, and administration, as well as information architecture design and analysis. Over the past 15-plus years, Daniel’s expertise has also included Active Directory migration and consolidation, Exchange architecture deployment and administration, and network architecture and security. Daniel’s background in training helps him to convey difficult and often misunderstood technical topics in an easily relatable manner, and he has twice been awarded Microsoft MVP status.

Table of Contents

Minor TOC numbering adjustments anticipated.


Part I: Overview and Initial Technology Introduction

1. Introducing SharePoint 2013

2. Introducing a Best-Practices Approach to a SharePoint 2013 Implementation


Part II. End-User Features and Experiences of SharePoint 2013
3. Using the New Built-In Features of SharePoint 2013 (Both Server and Foundation)
4. Using SharePoint 2013 with Microsoft Office 2013

Part III. Creating, Designing, and Configuring Sites, and SharePoint 2013s Information Architecture
5. Creating SharePoint Sites, Communities, and Pages
6. Translating Business and Functional Requirements to Design Lists, Libraries, and Pages

Part IV. Creating, Designing, and Managing Sites, and Working with SharePoint Designer 2013 

7. What's New With SharePoint Designer 2013

8. Creating and Formatting Web Part Pages

9. Creating and Modifying Basic Site Features

10. Branding and Design in SharePoint 2013

11. Creating External Data Sources in SharePoint 2013

12. Utilizing SharePoint 2013 Web Parts

12A. Governing Site Content Within Your Enterprise


Part V. Installing SharePoint 2013
13. Planning and Installing SharePoint 2013
14. Backing up, Restoring, and Migrating Sites

Part VI. Administering SharePoint 2013
15. Administering a SharePoint Server
16. Managing Site Settings
17. SharePoint Central Administration
18. Developing Web Parts in Visual Studio 2008, SharePoint Best Practices, and Maintaining Your Implementation


Part VII. Beginning SharePoint Web Part, Workflows, UI, and Solution Development

19. Beginning SharePoint Web Part, Workflows, UI, and Solution Development


Part VIII. The SharePoint Corporate Culture Invasion

20. Corporate Culture -- The View From Top to Bottom

21. Developing Training Materials


Part IX: SharePoint Applications in 2013 (App Store)

22. Introduction & Overview


Part X: In the Trenches Case Studies


Index to Troubleshooting Topics







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