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SharePoint 2010 Document Management

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SharePoint, Xylos, Document Management, Unique ID,

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SharePoint 2010 Document Management Presentation Transcript

  • 1. Document Management The Next Level SharePoint 2010 Steven Moens
  • 2. Agenda  MOSS 2007 Recap  SharePoint 2010
  • 3. MOSS 2007 Recap  Versioning  Check-in/out  Recycle Bin  Content Types  Security  Workflows  Content Approval
  • 4. Demo  SharePoint 2010:  Document Library  Versioning  Add content  Integration with Office 2010
  • 5. Agenda  MOSS 2007 Recap  SharePoint 2010  Managed Metadata
  • 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. Managed Metadata  Use metadata for:  Search  Navigation  Types of metadata  Taxonomies vs Folksonomies  Tagging content with metadata:  Web browser  Office clients  Custom applications
  • 8. Managed Metadata Service
  • 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. Managed Metadata Services
  • 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. Agenda  MOSS 2007 Recap  SharePoint 2010  Managed Metadata  Enterprise Content Types
  • 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. Demo  Create Content Type Hub  Subscribe to a Content Type Hub  Push updates
  • 15. Agenda  MOSS 2007 Recap  SharePoint 2010  Managed Metadata  Enterprise Content Types  Content Rating
  • 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. Demo  Enable content rating
  • 18. Agenda  MOSS 2007 Recap  SharePoint 2010  Managed Metadata  Enterprise Content Types  Content Rating  Unique Document IDs
  • 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. Demo  Enable Feature  Find documents using the Document ID  Permalink
  • 21. Agenda  MOSS 2007 Recap  SharePoint 2010  Managed Metadata  Enterprise Content Types  Content Rating  Unique Document IDs  Document Sets
  • 22. Document Sets  Group multiple work items into one single entity  Document Sets:  Welcome Page  Shared metadata  Default Documents  Document ID  Workflows  Versioning
  • 23. Demo  Create a new Document Set  Welcome Page  Shared metadata  Default Documents
  • 24. Agenda  MOSS 2007 Recap  SharePoint 2010  Managed Metadata  Enterprise Content Types  Content Rating  Unique Document IDs  Document Sets  Other Cool Stuff
  • 25. Other Cool Stuff  Record Management  In-Place Records Management  Advanced Routing  Digital Assets  Images  Videos
  • 26. Other Cool Stuff  Offline Document Management  SharePoint Workspace  Lists & libraries  Content Types  Offline Forms  …
  • 27. Thank you! Steven.Moens@xylos.com
  • 28.  Presentations are available online  Eval form = Surprise!  Drink