S S C2009 Agnes Molnar Document Management

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Transcript

  • 1. Sponsors
  • 2. Document Management in SharePoint 2010
    Ágnes Molnár
    SharePoint Server MVP, Hungary
  • 3. Agenda
    Definitions
    General DMS requirements
    SharePoint 2010 capabilities
    Document Sets
    Metadata Management
    Content Organizing
    Offline document management
  • 4. Definitions
    Document = ???
    Content Management
    Document Management
    Records Management
    Digital Asset Management
    Web Content Management
    Enterprise Content Management
  • 5. General DMS Requirements
    Store, edit, modify metadata, etc.
    Version management
    Permission management
    Workflows
    Content Types
    Document Templates
    Extensibility
    Search – and Find!
  • 6. DMS in SharePOint 2010
  • 7. Document Sets
    Features:
    Custom Content Types
    Metadata Sharing
    Versioning
    Workflows
    Permission management
    Download all documents
    Customizable Welcome Page
  • 8. Document IDs
    Unique in the site collection
    Link to the documents
    Can be customized
  • 9. Metadata Management – 1.
    Term:
    a word or a phrase that can be associated with an item in SharePoint Server 2010
    Term Set:
    a collection of related terms
    Metadata column:
    contains a term from a specific term set
    Metadata management:
    is a way of referring to the fact that terms and term sets can be created and managed independently from the columns themselves
  • 10. Metadata Management – 2.
    Create the Term Set
    Add terms
    Define synonyms
    Using metadata
    Create metadata columns
    Metadata based navigation
    Organize Content
    Improve the search
  • 11. Organizing Your Content
    Metadata based content organizing
    Users don’t need to know where to save anymore
    Well organized content
    Searchability and findability
  • 12. Thank you!
    Ágnes Molnár
    SharePoint MVP, Hungary
    Blog: http://aghy.dotneteers.net
    E-mail: molnar.agnes@lmsolutions.hu
    Twitter: @molnaragnes
  • 13. Sponsors