Instant ECM with SharePoint 2010 - SPTechCon Boston 2011
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Instant ECM with SharePoint 2010 - SPTechCon Boston 2011



Slides from my Instant ECM with SharePoint 2010 talk presented at SPTechCon Boston 2011

Slides from my Instant ECM with SharePoint 2010 talk presented at SPTechCon Boston 2011



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  • http://sp2010/InstantECM/Working%20Library/Forms/AllItems.aspx
  • http://sp2010/InstantECM/Working%20Library/Forms/AllItems.aspx
  • http://sp2010/InstantECM/Working%20Library/Forms/AllItems.aspx
  • http://sp2010/ECM/Design%20Documents/Forms/AllItems.aspxhttp://sp2010/_layouts/settings.aspx -> Document Id Service
  • http://sp2010/InstantECM/Content%20Type%20Library/Forms/AllItems.aspx
  • http://sp2010/InstantECM/Content%20Type%20Library/Forms/AllItems.aspxhttp://sp2010/ECM/Company%20Documents/Forms/AllItems.aspx
  • http://sp2010/InstantECM/Content%20Type%20Library/Forms/AllItems.aspx
  • http://sp2010/DocumentCenterhttp://sp2010/sites/ecmsource

Instant ECM with SharePoint 2010 - SPTechCon Boston 2011 Instant ECM with SharePoint 2010 - SPTechCon Boston 2011 Presentation Transcript

  • Instant ECM with SharePoint 2010
    Corey Roth
  • Corey Roth
    • SharePoint Solutions Architect for Stonebridge
    • Microsoft SharePoint MVP
    • Specializing in ECM and Search
    • Passed all SharePoint 2010 certification exams
    • E-mail:
    • Twitter: @coreyroth
    • Blog:
    • Laptop: Dell E6510 i5 2.4 GHz 8GB
    • Oracle VirtualBox 3.2.8 – 4GB on VM
  • Do your document libraries look like this?
  • We can do better…
  • ECM Challenges
    Not enough time
    Don’t know how to define an ECM Plan
    No technical resources
    Lack of business or IT buy-in
    Lack of agreement among business units
  • How does SharePoint Help?
    • Versioning
    • Content Types
    • Ratings
    • Enterprise Keywords
    • Managed Metadata
    Document Id Service
    • Metadata Navigation
    • Default Values
    • Content Organizer
    Auditing / In Place Records Management
    • Content Type Hub
    • Document Sets
  • Versioning
    • Keeps a running history of each document
    • Turned off by default
    • Can be configured with both major and minor versions
    • Version limits help reduce amount of copies stored
    • Entire document is stored each time (not just changes)
    • Enabled under Library Settings -> Versioning Settings
  • Ratings
    • Like iTunes but for documents and list items
    • Allows users to rate documents with 0 – 5 stars
    • Timer job runs periodically to calculate average ratings
    • Use to sort or filter documents
    • Enabled under Library Settings -> Ratings Settings.
  • Managed Metadata Service
    • Provides the Term Store and Content Hub functionality
    • Term Store
    • Allows user to classify document with structured and unstructured terms
    • Structured terms: administrator defined hierarchy of well known terms in the organization (i.e.: product types, divisions, states, cities, etc.)
    • Unstructured terms: tagging (Enterprise Keywords)
    Content Type Hub
    • Synchronizes content types across site collections
  • Enterprise Keywords
    • Allows end users to tag documents with relevant information (i.e.: Budget, 2011, Important, I like it, Contract, etc).
    • Provides a quick and easy way to get basic classification on documents
    • User can pick existing terms or create new ones
    • Administrator can promote a keyword into a structured term set
    • Displayed in search results and allows refinement
    • Populates the tag cloud
    • Only available with Office 2010
  • Enterprise Keywords
    • Enabled under Library Settings -> Enterprise Metadata and Keywords Settings
  • Document Id Service
    • Service that assigns a unique identifier to any document uploaded
    • Document Id stays the same even if document is moved to another location in site collection
    • Not a GUID
    • Administrator can define a prefix for Document Id
    • Must enable Document ID Service site collection feature
    • Configured in Site Settings -> Document ID Settings
  • Site Columns
    • Attributes about your list items or documents
    • Supports various data types: text, number, currency, choice, lookup list, Managed Metadata, etc
    • Can be applied directly to lists or content types
  • Content Types
    • The proper way to do ECM
    • Defined by one or more site columns (fields) that describe the list item
    • Inherits from a parent type (i.e.: Item, Document)
    • Can be associated with custom forms, workflows, auditing, and retention policies
    • Built using the UI, SharePoint Designer, code, or via CAML
    • Content Type Hub can publish specified content types to other site collections
  • Metadata Navigation
    • Allows the user to view document libraries by site column or content type
    • Requires Metadata Navigation and Filtering feature to be activated
    • Enabled under Library Settings -> Metadata navigation settings
  • Default Column Values
    • Built-in way to do metadata inheritance
    • Specify a default value on a custom folder content type
    • When document is uploaded into folder, value is copied into matching site columns
    • Enabled under Library Settings -> Column Default Value Settings
  • Content Organizer
    • Configurable rules engine for routing documents to a new location when uploaded
    • Can help prevent folders from containing too many items
    • Create rules based on content type and metadata
    • New folders created automatically based upon metadata names
    • Optionally append characters new duplicate filenames
  • Questions?
    Corey Roth