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
  • 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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