SharePoint Document Management

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Learn about document management capabilities in SharePoint 2010

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

  • 1. SharePoint:Document Management Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
  • 2. Objectives Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
  • 3. Objectives• Learn about document management capabilities in SharePoint 2010 Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
  • 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. 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. 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. 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. Agenda Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
  • 9. Agenda• Managing Documents Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
  • 10. Agenda• Managing Documents• Rules Based Submission Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
  • 11. Agenda• Managing Documents• Rules Based Submission• Document Center Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
  • 12. Managing Documents Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
  • 13. Managing Documents• Version Control Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
  • 14. Managing Documents• Version Control• Approval Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
  • 15. Managing Documents• Version Control• Approval• Workflows Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
  • 16. Managing Documents• Version Control• Approval• Workflows• Publishing infrastructure Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
  • 17. Document IDs Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
  • 18. Document IDs• Assign unique, immutable ID to documents Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
  • 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. 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. 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. Document Sets Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
  • 23. Document Sets• Mechanism for grouping related documents Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
  • 24. Document Sets• Mechanism for grouping related documents • Alternative to folders Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
  • 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. 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. 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. 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. 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. 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. Agenda Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
  • 32. Agenda• Managing Documents Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
  • 33. Agenda• Managing Documents• Rules Based Submission Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
  • 34. Agenda• Managing Documents• Rules Based Submission• Document Center Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
  • 35. Rules Based Submission Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
  • 36. Rules Based Submission• Orderly document storage Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
  • 37. Rules Based Submission• Orderly document storage• Library organization Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
  • 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. 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. Organizing Content Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
  • 41. Organizing Content• Content Organizer site feature Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
  • 42. Organizing Content• Content Organizer site feature• Content Organizer Settings Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
  • 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. 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. 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. Defining Rules Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
  • 47. Defining Rules• One or more conditions Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
  • 48. Defining Rules• One or more conditions • Column data, metadata Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
  • 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. 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. Drop Off Library Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
  • 52. Drop Off Library• Central location for document submission Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
  • 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. 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. 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. 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. 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. Agenda Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
  • 59. Agenda• Managing Documents Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
  • 60. Agenda• Managing Documents• Rules Based Submission Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
  • 61. Agenda• Managing Documents• Rules Based Submission• Document Center Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
  • 62. Document Center Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
  • 63. Document Center• Aggregates document management features into a single template Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
  • 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. 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. 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. 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. 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. Content Query Web Part Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
  • 70. Content Query Web Part• Included in Document Center welcome page Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
  • 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. 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. Learn More! Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
  • 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. 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. 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. 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. 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