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Document Management
   The Next Level
    SharePoint 2010


     Steven Moens
Agenda

 MOSS 2007 Recap
 SharePoint 2010
MOSS 2007 Recap

   Versioning
   Check-in/out
   Recycle Bin
   Content Types
   Security
   Workflows
   Content ...
Demo

   SharePoint 2010:
       Document Library
       Versioning
       Add content
       Integration with Office...
Agenda

 MOSS 2007 Recap
 SharePoint 2010
       Managed Metadata
Managed Metadata

   What is Managed Metadata?

   A hierarchical collection of centrally managed
     terms that you can...
Managed Metadata

   Use metadata for:
       Search
       Navigation
   Types of metadata
       Taxonomies vs Folk...
Managed Metadata Service
Managed Metadata Service
   Term Store
       One term store per Shared Service Application
   Groups
       Used as s...
Managed Metadata Services
Demo

   Managed Metadata Service:
       Create a Group/Term Set /Terms
       Synonyms
       Import a Term Set
 Us...
Agenda

 MOSS 2007 Recap
 SharePoint 2010
       Managed Metadata
       Enterprise Content Types
Enterprise Content Types

   Managed Metadata service
   Define Content Types in one Site
    Collection
   Read only
...
Demo

 Create Content Type Hub
 Subscribe to a Content Type Hub
 Push updates
Agenda

 MOSS 2007 Recap
 SharePoint 2010
       Managed Metadata
       Enterprise Content Types
       Content Rati...
Content Rating

   Rate content (0-5)
   Stored in the People Service
   Aggregate ratings are calculated hourly
   Ra...
Demo

   Enable content rating
Agenda

 MOSS 2007 Recap
 SharePoint 2010
       Managed Metadata
       Enterprise Content Types
       Content Rati...
Unique Document IDs

 Site Collection level
 Permalink: Document can always be
  retrieved regardless the location
 Uni...
Demo

 Enable Feature
 Find documents using the Document ID
 Permalink
Agenda

 MOSS 2007 Recap
 SharePoint 2010
       Managed Metadata
       Enterprise Content Types
       Content Rati...
Document Sets

 Group multiple work items into one single
  entity
 Document Sets:
       Welcome Page
       Shared m...
Demo

 Create a new Document Set
 Welcome Page
 Shared metadata
 Default Documents
Agenda

 MOSS 2007 Recap
 SharePoint 2010
       Managed Metadata
       Enterprise Content Types
       Content Rati...
Other Cool Stuff

   Record Management
       In-Place Records Management
       Advanced Routing
   Digital Assets
  ...
Other Cool Stuff

   Offline Document Management
       SharePoint Workspace
           Lists & libraries
           C...
Thank you!

Steven.Moens@xylos.com
 Presentations are available online
 Eval form = Surprise!
 Drink
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SharePoint 2010 Document Management

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Transcript of "SharePoint 2010 Document Management"

  1. 1. Document Management The Next Level SharePoint 2010 Steven Moens
  2. 2. Agenda  MOSS 2007 Recap  SharePoint 2010
  3. 3. MOSS 2007 Recap  Versioning  Check-in/out  Recycle Bin  Content Types  Security  Workflows  Content Approval
  4. 4. Demo  SharePoint 2010:  Document Library  Versioning  Add content  Integration with Office 2010
  5. 5. Agenda  MOSS 2007 Recap  SharePoint 2010  Managed Metadata
  6. 6. Managed Metadata  What is Managed Metadata? A hierarchical collection of centrally managed terms that you can define and then use as attributes for items in Microsoft SharePoint Server 2010. (Source: Microsoft Technet)
  7. 7. Managed Metadata  Use metadata for:  Search  Navigation  Types of metadata  Taxonomies vs Folksonomies  Tagging content with metadata:  Web browser  Office clients  Custom applications
  8. 8. Managed Metadata Service
  9. 9. Managed Metadata Service  Term Store  One term store per Shared Service Application  Groups  Used as security boundary  Many groups per term store  Term Sets  Max. 1000 term sets per term store  Terms (Keywords)  Max. 30.000 per term set  Max. 1 millon objects per term store
  10. 10. Managed Metadata Services
  11. 11. Demo  Managed Metadata Service:  Create a Group/Term Set /Terms  Synonyms  Import a Term Set  Use the Managed Metadata in a SharePoint Site (Tagging)  Navigation
  12. 12. Agenda  MOSS 2007 Recap  SharePoint 2010  Managed Metadata  Enterprise Content Types
  13. 13. Enterprise Content Types  Managed Metadata service  Define Content Types in one Site Collection  Read only  Push updates  Publish:  Content type with all columns  Policies  Workflow associations
  14. 14. Demo  Create Content Type Hub  Subscribe to a Content Type Hub  Push updates
  15. 15. Agenda  MOSS 2007 Recap  SharePoint 2010  Managed Metadata  Enterprise Content Types  Content Rating
  16. 16. Content Rating  Rate content (0-5)  Stored in the People Service  Aggregate ratings are calculated hourly  Ratings pushed to content hourly  Ratings can be used in the CQWP, Search queries or custom search solutions
  17. 17. Demo  Enable content rating
  18. 18. Agenda  MOSS 2007 Recap  SharePoint 2010  Managed Metadata  Enterprise Content Types  Content Rating  Unique Document IDs
  19. 19. Unique Document IDs  Site Collection level  Permalink: Document can always be retrieved regardless the location  Unique ID for each document  Integrated with the Document- & Records Center Sites
  20. 20. Demo  Enable Feature  Find documents using the Document ID  Permalink
  21. 21. Agenda  MOSS 2007 Recap  SharePoint 2010  Managed Metadata  Enterprise Content Types  Content Rating  Unique Document IDs  Document Sets
  22. 22. Document Sets  Group multiple work items into one single entity  Document Sets:  Welcome Page  Shared metadata  Default Documents  Document ID  Workflows  Versioning
  23. 23. Demo  Create a new Document Set  Welcome Page  Shared metadata  Default Documents
  24. 24. Agenda  MOSS 2007 Recap  SharePoint 2010  Managed Metadata  Enterprise Content Types  Content Rating  Unique Document IDs  Document Sets  Other Cool Stuff
  25. 25. Other Cool Stuff  Record Management  In-Place Records Management  Advanced Routing  Digital Assets  Images  Videos
  26. 26. Other Cool Stuff  Offline Document Management  SharePoint Workspace  Lists & libraries  Content Types  Offline Forms  …
  27. 27. Thank you! Steven.Moens@xylos.com
  28. 28.  Presentations are available online  Eval form = Surprise!  Drink

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