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SharePoint:Document Management       Learn More @ http://www.learnnowonline.com          Copyright © by Application Develo...
Objectives      Learn More @ http://www.learnnowonline.com         Copyright © by Application Developers Training Company
Objectives• Learn about document management  capabilities in SharePoint 2010         Learn More @ http://www.learnnowonlin...
Objectives• Learn about document management  capabilities in SharePoint 2010• Use Document IDs to identify and track  docu...
Objectives• Learn about document management  capabilities in SharePoint 2010• Use Document IDs to identify and track  docu...
Objectives• Learn about document management  capabilities in SharePoint 2010• Use Document IDs to identify and track  docu...
Objectives• Learn about document management  capabilities in SharePoint 2010• Use Document IDs to identify and track  docu...
Agenda     Learn More @ http://www.learnnowonline.com         Copyright © by Application Developers Training Company
Agenda• Managing Documents       Learn More @ http://www.learnnowonline.com          Copyright © by Application Developers...
Agenda• Managing Documents• Rules Based Submission         Learn More @ http://www.learnnowonline.com            Copyright...
Agenda• Managing Documents• Rules Based Submission• Document Center         Learn More @ http://www.learnnowonline.com    ...
Managing Documents     Learn More @ http://www.learnnowonline.com        Copyright © by Application Developers Training Co...
Managing Documents• Version Control         Learn More @ http://www.learnnowonline.com            Copyright © by Applicati...
Managing Documents• Version Control• Approval         Learn More @ http://www.learnnowonline.com            Copyright © by...
Managing Documents• Version Control• Approval• Workflows         Learn More @ http://www.learnnowonline.com            Copy...
Managing Documents•   Version Control•   Approval•   Workflows•   Publishing infrastructure            Learn More @ http://...
Document IDs      Learn More @ http://www.learnnowonline.com         Copyright © by Application Developers Training Company
Document IDs• Assign unique, immutable ID to  documents         Learn More @ http://www.learnnowonline.com            Copy...
Document IDs• Assign unique, immutable ID to  documents• Document ID Service feature         Learn More @ http://www.learn...
Document IDs• Assign unique, immutable ID to  documents• Document ID Service feature  • Document ID prefix customizable    ...
Document IDs• Assign unique, immutable ID to  documents• Document ID Service feature  • Document ID prefix customizable• As...
Document Sets      Learn More @ http://www.learnnowonline.com         Copyright © by Application Developers Training Company
Document Sets• Mechanism for grouping related  documents         Learn More @ http://www.learnnowonline.com            Cop...
Document Sets• Mechanism for grouping related  documents  • Alternative to folders           Learn More @ http://www.learn...
Document Sets• Mechanism for grouping related  documents  • Alternative to folders  • Single item in document library     ...
Document Sets• Mechanism for grouping related  documents  • Alternative to folders  • Single item in document library• Doc...
Document Sets• Mechanism for grouping related  documents  • Alternative to folders  • Single item in document library• Doc...
Document Sets• Mechanism for grouping related  documents  • Alternative to folders  • Single item in document library• Doc...
Document Sets• Mechanism for grouping related  documents    • Alternative to folders    • Single item in document library•...
Document Sets• Mechanism for grouping related  documents    • Alternative to folders    • Single item in document library•...
Agenda     Learn More @ http://www.learnnowonline.com         Copyright © by Application Developers Training Company
Agenda• Managing Documents        Learn More @ http://www.learnnowonline.com           Copyright © by Application Develope...
Agenda• Managing Documents• Rules Based Submission        Learn More @ http://www.learnnowonline.com           Copyright ©...
Agenda• Managing Documents• Rules Based Submission• Document Center        Learn More @ http://www.learnnowonline.com     ...
Rules Based Submission      Learn More @ http://www.learnnowonline.com         Copyright © by Application Developers Train...
Rules Based Submission• Orderly document storage         Learn More @ http://www.learnnowonline.com            Copyright ©...
Rules Based Submission• Orderly document storage• Library organization         Learn More @ http://www.learnnowonline.com ...
Rules Based Submission• Orderly document storage• Library organization• User-based decisions         Learn More @ http://w...
Rules Based Submission•   Orderly document storage•   Library organization•   User-based decisions•   Scalability         ...
Organizing Content      Learn More @ http://www.learnnowonline.com         Copyright © by Application Developers Training ...
Organizing Content• Content Organizer site feature         Learn More @ http://www.learnnowonline.com            Copyright...
Organizing Content• Content Organizer site feature• Content Organizer Settings         Learn More @ http://www.learnnowonl...
Organizing Content• Content Organizer site feature• Content Organizer Settings• Content Organizer Rules         Learn More...
Organizing Content•   Content Organizer site feature•   Content Organizer Settings•   Content Organizer Rules•   Folder Pa...
Organizing Content•   Content Organizer site feature•   Content Organizer Settings•   Content Organizer Rules•   Folder Pa...
Defining Rules      Learn More @ http://www.learnnowonline.com         Copyright © by Application Developers Training Company
Defining Rules• One or more conditions         Learn More @ http://www.learnnowonline.com            Copyright © by Applica...
Defining Rules• One or more conditions  • Column data, metadata         Learn More @ http://www.learnnowonline.com         ...
Defining Rules• One or more conditions  • Column data, metadata• Destination library          Learn More @ http://www.learn...
Defining Rules• One or more conditions  • Column data, metadata• Destination library• Priority          Learn More @ http:/...
Drop Off Library       Learn More @ http://www.learnnowonline.com          Copyright © by Application Developers Training ...
Drop Off Library• Central location for document  submission         Learn More @ http://www.learnnowonline.com            ...
Drop Off Library• Central location for document  submission• Rules applied to documents         Learn More @ http://www.le...
Drop Off Library• Central location for document  submission• Rules applied to documents• Force users to use Drop Off Libra...
Drop Off Library• Central location for document  submission• Rules applied to documents• Force users to use Drop Off Libra...
Drop Off Library• Central location for document  submission• Rules applied to documents• Force users to use Drop Off Libra...
Drop Off Library• Central location for document  submission• Rules applied to documents• Force users to use Drop Off Libra...
Agenda     Learn More @ http://www.learnnowonline.com         Copyright © by Application Developers Training Company
Agenda• Managing Documents        Learn More @ http://www.learnnowonline.com           Copyright © by Application Develope...
Agenda• Managing Documents• Rules Based Submission         Learn More @ http://www.learnnowonline.com            Copyright...
Agenda• Managing Documents• Rules Based Submission• Document Center         Learn More @ http://www.learnnowonline.com    ...
Document Center      Learn More @ http://www.learnnowonline.com         Copyright © by Application Developers Training Com...
Document Center• Aggregates document management  features into a single template        Learn More @ http://www.learnnowon...
Document Center• Aggregates document management  features into a single template• Major and minor versioning        Learn ...
Document Center• Aggregates document management  features into a single template• Major and minor versioning• Metadata-bas...
Document Center• Aggregates document management  features into a single template• Major and minor versioning• Metadata-bas...
Document Center• Aggregates document management  features into a single template• Major and minor versioning• Metadata-bas...
Document Center• Aggregates document management  features into a single template• Major and minor versioning• Metadata-bas...
Content Query Web Part      Learn More @ http://www.learnnowonline.com         Copyright © by Application Developers Train...
Content Query Web Part• Included in Document Center welcome  page         Learn More @ http://www.learnnowonline.com      ...
Content Query Web Part• Included in Document Center welcome  page• Pre-configured query for users         Learn More @ http...
Content Query Web Part• Included in Document Center welcome  page• Pre-configured query for users• Highlights important, re...
Learn More!       Learn More @ http://www.learnnowonline.com          Copyright © by Application Developers Training Company
Learn More!• This is an excerpt from a larger course. Visit  www.learnnowonline.com for the full details!           Learn ...
Learn More!• This is an excerpt from a larger course. Visit  www.learnnowonline.com for the full details!           Learn ...
Learn More!• This is an excerpt from a larger course. Visit  www.learnnowonline.com for the full details!• Learn more abou...
Learn More!• This is an excerpt from a larger course. Visit  www.learnnowonline.com for the full details!• Learn more abou...
Learn More!• This is an excerpt from a larger course. Visit  www.learnnowonline.com for the full details!• Learn more abou...
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SharePoint Document Management

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Learn about document management capabilities in SharePoint 2010

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  • DEMO: May want to demo the Document ID Service at this point.\n
  • DEMO: May want to demo the Document ID Service at this point.\n
  • DEMO: May want to demo the Document ID Service at this point.\n
  • DEMO: May want to demo the Document ID Service at this point.\n
  • DEMO: May want to show using Document Sets in a library.\n
  • DEMO: May want to show using Document Sets in a library.\n
  • DEMO: May want to show using Document Sets in a library.\n
  • DEMO: May want to show using Document Sets in a library.\n
  • DEMO: May want to show using Document Sets in a library.\n
  • DEMO: May want to show using Document Sets in a library.\n
  • DEMO: May want to show using Document Sets in a library.\n
  • DEMO: May want to show using Document Sets in a library.\n
  • DEMO: May want to show using Document Sets in a library.\n
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  • DEMO: May want to demo using the Content Organizer feature.\n
  • DEMO: May want to demo using the Content Organizer feature.\n
  • DEMO: May want to demo using the Content Organizer feature.\n
  • DEMO: May want to demo using the Content Organizer feature.\n
  • DEMO: May want to demo using the Content Organizer feature.\n
  • DEMO: May want to demo using the Content Organizer feature.\n
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  • DEMO: May want to demo using the Document Center site template.\n
  • DEMO: May want to demo using the Document Center site template.\n
  • DEMO: May want to demo using the Document Center site template.\n
  • DEMO: rest of section\n
  • DEMO: rest of section\n
  • DEMO: rest of section\n
  • DEMO: rest of section\n
  • DEMO: rest of section\n
  • Transcript of "SharePoint Document Management"

    1. 1. SharePoint:Document Management Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    2. 2. Objectives Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    3. 3. Objectives• Learn about document management capabilities in SharePoint 2010 Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    4. 4. Objectives• Learn about document management capabilities in SharePoint 2010• Use Document IDs to identify and track documents Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    5. 5. Objectives• Learn about document management capabilities in SharePoint 2010• Use Document IDs to identify and track documents• Discover how Document Sets are used to group related documents Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    6. 6. Objectives• Learn about document management capabilities in SharePoint 2010• Use Document IDs to identify and track documents• Discover how Document Sets are used to group related documents• Implement rules based document submission via the SharePoint Content Organizer feature Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    7. 7. Objectives• Learn about document management capabilities in SharePoint 2010• Use Document IDs to identify and track documents• Discover how Document Sets are used to group related documents• Implement rules based document submission via the SharePoint Content Organizer feature• Use the Document Center site template and Content Query web part to manage large Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    8. 8. Agenda Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    9. 9. Agenda• Managing Documents Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    10. 10. Agenda• Managing Documents• Rules Based Submission Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    11. 11. Agenda• Managing Documents• Rules Based Submission• Document Center Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    12. 12. Managing Documents Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    13. 13. Managing Documents• Version Control Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    14. 14. Managing Documents• Version Control• Approval Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    15. 15. Managing Documents• Version Control• Approval• Workflows Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    16. 16. Managing Documents• Version Control• Approval• Workflows• Publishing infrastructure Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    17. 17. Document IDs Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    18. 18. Document IDs• Assign unique, immutable ID to documents Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    19. 19. Document IDs• Assign unique, immutable ID to documents• Document ID Service feature Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    20. 20. Document IDs• Assign unique, immutable ID to documents• Document ID Service feature • Document ID prefix customizable Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    21. 21. Document IDs• Assign unique, immutable ID to documents• Document ID Service feature • Document ID prefix customizable• Associated with Document content type Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    22. 22. Document Sets Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    23. 23. Document Sets• Mechanism for grouping related documents Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    24. 24. Document Sets• Mechanism for grouping related documents • Alternative to folders Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    25. 25. Document Sets• Mechanism for grouping related documents • Alternative to folders • Single item in document library Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    26. 26. Document Sets• Mechanism for grouping related documents • Alternative to folders • Single item in document library• Document Set content type Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    27. 27. Document Sets• Mechanism for grouping related documents • Alternative to folders • Single item in document library• Document Set content type• Document Set site collection feature Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    28. 28. Document Sets• Mechanism for grouping related documents • Alternative to folders • Single item in document library• Document Set content type• Document Set site collection feature• Versioning Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    29. 29. Document Sets• Mechanism for grouping related documents • Alternative to folders • Single item in document library• Document Set content type• Document Set site collection feature• Versioning• Metadata Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    30. 30. Document Sets• Mechanism for grouping related documents • Alternative to folders • Single item in document library• Document Set content type• Document Set site collection feature• Versioning• Metadata• Workflows Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    31. 31. Agenda Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    32. 32. Agenda• Managing Documents Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    33. 33. Agenda• Managing Documents• Rules Based Submission Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    34. 34. Agenda• Managing Documents• Rules Based Submission• Document Center Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    35. 35. Rules Based Submission Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    36. 36. Rules Based Submission• Orderly document storage Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    37. 37. Rules Based Submission• Orderly document storage• Library organization Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    38. 38. Rules Based Submission• Orderly document storage• Library organization• User-based decisions Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    39. 39. Rules Based Submission• Orderly document storage• Library organization• User-based decisions• Scalability Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    40. 40. Organizing Content Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    41. 41. Organizing Content• Content Organizer site feature Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    42. 42. Organizing Content• Content Organizer site feature• Content Organizer Settings Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    43. 43. Organizing Content• Content Organizer site feature• Content Organizer Settings• Content Organizer Rules Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    44. 44. Organizing Content• Content Organizer site feature• Content Organizer Settings• Content Organizer Rules• Folder Partitioning Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    45. 45. Organizing Content• Content Organizer site feature• Content Organizer Settings• Content Organizer Rules• Folder Partitioning• Associated with Document content type Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    46. 46. Defining Rules Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    47. 47. Defining Rules• One or more conditions Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    48. 48. Defining Rules• One or more conditions • Column data, metadata Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    49. 49. Defining Rules• One or more conditions • Column data, metadata• Destination library Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    50. 50. Defining Rules• One or more conditions • Column data, metadata• Destination library• Priority Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    51. 51. Drop Off Library Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    52. 52. Drop Off Library• Central location for document submission Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    53. 53. Drop Off Library• Central location for document submission• Rules applied to documents Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    54. 54. Drop Off Library• Central location for document submission• Rules applied to documents• Force users to use Drop Off Library Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    55. 55. Drop Off Library• Central location for document submission• Rules applied to documents• Force users to use Drop Off Library• Failure to match a rule Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    56. 56. Drop Off Library• Central location for document submission• Rules applied to documents• Force users to use Drop Off Library• Failure to match a rule • User is notified Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    57. 57. Drop Off Library• Central location for document submission• Rules applied to documents• Force users to use Drop Off Library• Failure to match a rule • User is notified • Site Owner is notified Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    58. 58. Agenda Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    59. 59. Agenda• Managing Documents Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    60. 60. Agenda• Managing Documents• Rules Based Submission Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    61. 61. Agenda• Managing Documents• Rules Based Submission• Document Center Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    62. 62. Document Center Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    63. 63. Document Center• Aggregates document management features into a single template Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    64. 64. Document Center• Aggregates document management features into a single template• Major and minor versioning Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    65. 65. Document Center• Aggregates document management features into a single template• Major and minor versioning• Metadata-based navigation Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    66. 66. Document Center• Aggregates document management features into a single template• Major and minor versioning• Metadata-based navigation• Document IDs Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    67. 67. Document Center• Aggregates document management features into a single template• Major and minor versioning• Metadata-based navigation• Document IDs• Document ratings Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    68. 68. Document Center• Aggregates document management features into a single template• Major and minor versioning• Metadata-based navigation• Document IDs• Document ratings• Large-scale sites Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    69. 69. Content Query Web Part Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    70. 70. Content Query Web Part• Included in Document Center welcome page Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    71. 71. Content Query Web Part• Included in Document Center welcome page• Pre-configured query for users Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    72. 72. Content Query Web Part• Included in Document Center welcome page• Pre-configured query for users• Highlights important, relevant documents Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    73. 73. Learn More! Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    74. 74. Learn More!• This is an excerpt from a larger course. Visit www.learnnowonline.com for the full details! Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    75. 75. Learn More!• This is an excerpt from a larger course. Visit www.learnnowonline.com for the full details! Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    76. 76. Learn More!• This is an excerpt from a larger course. Visit www.learnnowonline.com for the full details!• Learn more about SharePoint on SlideShare: Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    77. 77. Learn More!• This is an excerpt from a larger course. Visit www.learnnowonline.com for the full details!• Learn more about SharePoint on SlideShare:  SharePoint: Managing Site Collections and Sites Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
    78. 78. Learn More!• This is an excerpt from a larger course. Visit www.learnnowonline.com for the full details!• Learn more about SharePoint on SlideShare:  SharePoint: Managing Site Collections and Sites  SharePoint: Introduction to InfoPath Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
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