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SharePoint Document Management
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
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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
Editor's Notes
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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
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