SharePoint Connections Coast to Coast Overview of Enterprise Content Management
Upcoming SlideShare
Loading in...5
×
 

SharePoint Connections Coast to Coast Overview of Enterprise Content Management

on

  • 1,534 views

This session walks you through some of the enterprise content management features in SharePoint 2010 such as metadata management, document sets, records management, search, and more. The demos will ...

This session walks you through some of the enterprise content management features in SharePoint 2010 such as metadata management, document sets, records management, search, and more. The demos will include declarative and programmatic creation of document sets and document ids, records management routing, and search

Statistics

Views

Total Views
1,534
Views on SlideShare
761
Embed Views
773

Actions

Likes
0
Downloads
8
Comments
0

3 Embeds 773

http://www.techgig.com 770
http://www.slashdocs.com 2
https://www.linkedin.com 1

Accessibility

Upload Details

Uploaded via as Microsoft PowerPoint

Usage Rights

© All Rights Reserved

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Processing…
Post Comment
Edit your comment

SharePoint Connections Coast to Coast Overview of Enterprise Content Management SharePoint Connections Coast to Coast Overview of Enterprise Content Management Presentation Transcript

  • Overview Enterprise Content Management in SharePoint 2010
    Ivan Sanders
    SharePoint MVP Developer, EvangelistDimension Solutions
    ivan@dimension-si.com
  • Agenda
    Enterprise Metadata
    Document Management
    Tag
    Discover
    Manage
    Document Sets
    Document IDs
    Term Store
    Search
  • Metadata Revolution
    video
    • Metadata promises to drive search, navigation and business behaviors Ongoing challenges with user adoption and data consistency Features:
    Modern end-user experience
    Auto-complete: MRU & against term set
    Rich, symmetric client and web-based UX
    Synonyms, multiple language support
    Enable both folksonomyandtaxonomy
    Reader tagging surfaced in MySites and on documents
    Bottoms-up folksonomy through ‘open’ fields
    Structured hierarchical taxonomy
    Ok to mix approaches at the field level
    e.g. keywords and cost center code in the same content type
    Syndication of content types incl. associated term sets and policy
    Across webs, site collections, farms
    Flexibly consume term sets from multiple levels around the organization
    Enterprise Metadata
  • 2 Primary Concepts
    Folksonomy
    Taxonomy
    • Tag
    cross farm with shared hierarchal taxonomies, folksonomy and types automatically with location based metadata defaults
    • Discover
    with metadata based navigation in client and server
    with location based view definitions
    the best content with Ratings
    the latest version with Unique Document IDs
    repositories with ties to Office Client New/Open/Save
    • Manage
    With Document Sets for multi-document work products
    with Metadata based content organizer
    with Multi-stage retention policies
    with Location/Folder based policies
    with millions of documents
    Document Management:Feature Review
  • Document ratings
    Human Readable Unique Document IDs
    VQUUYTWJFH2Y-19-53
    Insertable into document contents
    Per-folder metadata defaults
    All documents in particular folder tagged Year=2007
    Additional Metadata Services
  • Document Management
    demo
  • New object to manage work products made up of multiple documents
    Think Folder++
    Key Scenarios
    Tight collection of documents
    A sales proposal that includes documents, spreadsheets and presentations
    Heterogeneous file types not usually assembled
    Compound documents
    A user manual that is an assembled roll-up of separate sections
    Document Set Features
    Shared Metadata
    Customized welcome page
    Default documents added
    Version capture
    Workflows
    Portability (download/upload/send to record center)
    Document Sets:Scenario Overview
    EmpowerYour Users
  • Document SetsFeatures Deep Dive
    Document Set Features
  • Creating document sets
    demo
  • Unique Document ID Service
    New site collection Feature: Document ID Service
    Adds unique ID for all documents throughout the site collection
    Documents can be retrieved regardless of the current of future location based on their unique ID, which does not change after initially set for the document
  • Creating custom document ID provider
    Custom document provider can be implemented to replace the oob funcitonality
    Inherit your provider from the Microsoft.Office.DocumentManagement.DocumentIdProvider
    Replace provider using Microsoft.Office.DocumentManagement.DocumentId.SetProvider()
    Applies change in Site Collection level
  • Custom document ID provider
    demo
  • Term Store, Term Sets & Terms
    Service Application (Term Store) » Groups » Term Sets » Terms
    Locations » Cities » Redmond
    Administrators & users create term stores & terms
    Flat list or hierarchical list
    Disambiguating, reusing, merging & deprecating terms
    Custom properties available from OM
    Term store facilitates the management & retrieval of metadata & relationships
    Terms can belong to one or more term sets
    Translations & synonyms
  • EmpowerYour Users
    Term Store
    Metadata Service
    One term store per shared service app
    Term Store
    ContentTypeHub
    Many groups per term store. Used as security boundary
    Content Types
    Group(s)
    Many term sets per group
    (max 1000 total per term store)
    Term Set(s)
    30K terms per term set
    (max. 1m total)
    Synonyms
    Description
    Translations
    (Custom properties)
    Term(s)
  • Enterprise Keywords & Tags
    Enterprise Keywords = Term
    Free text entries are converted to terms in term store – not part of any hierarchy though
    Can be promoted to term sets
    Tags
    Can be terms or keywords
    Shell Tags:
    Kept in sync with the item’s managed keyword field
    Saved in the item’s managed keyword field
    Social Tags:
    Allows users to create and apply keywords to items
    Stored in social store, not in item properties
  • Term Store Management Tool
    Provides rich interface for full management of term sets and terms
    Import of term sets and terms
    Translations & synonyms
    Manage term set / term languages
    Submission policy (open / closed)
    Open means users can submit terms to the term store (when adding / editing items)
    Regardless of the policy, users can always submit keywords
  • Term Store Management Tool
  • Term Store Management Tool and how to import terms programmatically
    demo
  • 2010 Search Extensibility
    Query Extensibility
    Search Web Parts
    Visual Best Bets
    Core Results WebPart
    Related Queries
    Search Action Links
    Query Suggestions
    Search Box
    Federated Results
    More…
    Query & Federation OM
    Query Web Service
    Custom Ranking models
    User Context Custom Properties
    Search Refinements
    Indexing Extensibility
    Custom Connector
    BCS Content Sources
    Custom Entity Extractor
    Custom IFilter
  • FAST Search
    demo
    • SharePoint 2007
    High scale libraries require careful planning and management
    • SharePoint 2010
    End user features for high scale
    Ex: Metadata pivots, Key filters, Content organizer
    Server automatically “does the right thing” for high scale
    Compound Index support
    Automatic index management
    Query throttling w/ fallback
    • SharePoint 2Scale Targets
    1 million items in a folder
    10’s of millions of items in a single library
    100’s of millions of items in large archive scenarios
    Scale
  • Scalable Architecture Large List Optimizations
    • Column Indexes were not possible
    • Database Indexes were not supported
    SharePoint 2003
    SharePoint 2010 Scale Targets
    1 million items in a folder
    10’s of millions of items in a single library
    100’s of millions of items in large archive scenarios
    • Column Indexes could be configured via the UI
    • End users could impact performance with poor performing
    list views
    SharePoint 2007
    • Database optimizations allow far more items in a list
    - Server automatically “does the right thing” for high scale
    Compound Index support
    Automatic index management
    Query throttling w/ fallback
    • Resource intensive operations can be limited or disallowed
    during production hours
    • Large query thresholds
    • Blocking Operations
    • Can be overridden via the Object Model
    SharePoint 2010
  • Summary
    EmpowerYour Users
    Enterprise Metadata
    Document Management
    Tag
    Discover
    Manage
    Document Sets
    Document IDs
    Term Store
    FAST Search
  • Your Feedback is Important
    Please fill out a session evaluation form.
    Thank you!
    Ivan Sanders
    ivan@dimension-si.com
    http://twitter.com/iasanders
    http://www.linkedin.com/in/iasanders
  • Who can you trust??
    Maurice Prather http://www.bluedoglimited.com/default.aspx
    Andrew Connell http://www.andrewconnell.com/blog
    Spence Harbarhttp://www.harbar.net
    Heather Solomon http://www.heathersolomon.com/blog
    Todd Klindthttp://www.toddklindt.com/default.aspx
    Todd Baginskihttp://www.toddbaginski.com/blog
    Todd Bleekerhttp://bit.ly/edlSm5Jan Tielenshttp://weblogs.asp.net/jan
    Patrick Tisseghemhttp://www.u2u.info/Blogs/Patrick/default.aspx
    WictorWilenhttp://www.wictorwilen.se
    Ted Patissonhttp://blog.tedpattison.net/default.aspx
    Lars Fastruphttp://www.fastrup.net
    CarstenKeutmannhttp://keutmann.blogspot.com
    Keith Richie http://blog.krichie.com
    Bill Baer http://blogs.technet.com/b/wbaer
    SahilMalikhttp://blah.winsmarts.com
    BilSimserhttp://weblogs.asp.net/bsimser
  • Codeplex – with Source Code
    http://cksdev.codeplex.com
    http://startermasterpages.codeplex.com
    http://spm.codeplex.com
    http://autospinstaller.codeplex.com
    http://spsf.codeplex.com
    http://slk.codeplex.com
    http://smarttools.codeplex.com
    http://spviewpermission.codeplex.com
    http://bidshelper.codeplex.com
    http://almspecialisttoolkit.codeplex.com
  • SharePoint 2010 Guidance
  • CKS DEV VSIX Extensions
    20