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Everything You Need to Know about Document Sets
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Everything You Need to Know about Document Sets

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  • The SharePoint Server has gained a lot of popularity with the release of Microsoft Office SharePoint Server 2007. With the inclusion of document management and enterprise search capabilities, as well as Records Center and Excel Services modules, more and more companies are turning toward SharePoint in search of solutions to their business problems. With this growth comes big opening for business opportunities, but those who don’t have the right training approach stand to lose out on a customer’s or internal business units satisfaction.Some of the SharePoint environment roles are often defined as IT related, and information workers are often overlooked.Lack of training is the number one

Everything You Need to Know about Document Sets Everything You Need to Know about Document Sets Presentation Transcript

  • Everything you need to know about Document Sets
    Ágnes Molnár
    SharePoint Server MVP,
    Senior Solutions Consultant
  • About the Speaker...
    Ágnes Molnár
    SharePoint Server MVP
    Senior Solutions Consultant, BA Insight
    http://www.BAInsight.com
    http://aghy.hu
    E-mail: Agnes.Molnar@BAInsight.com
    Twitter: @molnaragnes
  • Document Management in SharePoint 2010
    Document Libraries & Folders
    Content Types
    Document Sets
    Metadata Management
    Document ID
    Workflows
    Content Organizer Rules
    Office 2010 Integration
    Office Web Apps
    SharePoint Workspace 2010
  • Document Sets
    Similar to File Folders
    Similar to Paper Folders
    But Very Different...
  • File Folders vs. Document Sets
    Document_1
    Document_F1_1
    Document_2
    Document_F1_2
    Folder_1
    Document Library
    Folder_F1_1
    Folder_F1_1_1
    Document_F1_1_1_1
    Folder_2
    DocumentSet_F1_1
    Document_DS_F1_1_1
    Folder_3
    Document_DS1_1
    DocumentSet_1
    Document_DS1_2
  • File Folders vs. Document Sets
    Prefer Folders:
    If you need a hierarchy inside
    If you don’t need the extra capabilities of Document Sets
    If you need target documents here by Content Organizer Rules
    Prefer Document Sets:
    If you don’t need hierarchy inside
    If you do need the extra capabilities
    For example:
    Contracts
    Proposals
    Project documents
    Usability studies
    Knowledge Management repositories
  • Paper Folders vs. Document Sets
    Shared Properties
    Workflows
    Customized „Welcome Page”
    Default Content
    Document Set Content Types
  • Organizing your Content
    Shared / Unshared Properties
    Views
    Workflows
    Content Organizer Rules(!)
  • Thank you!
    E-mail:aghy@aghy.hu
    Twitter:@molnaragnes
    Blog:http://aghy.hu