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KMA SharePoint Saturday Hartford ECM WCM2011
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KMA SharePoint Saturday Hartford ECM WCM2011


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KMA SharePoint Saturday Hartford ECM WCM2011

KMA SharePoint Saturday Hartford ECM WCM2011

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  • Use of tags and metadataUser is prompted to enter data (on right)Left hand side is showing navigation via metadata or taxonomy tree
  • Doc sets adds cap to bundle together types of content as a single entityAdd metadata to doc setAdd policy to doc set
  • Use of tags and metadataUser is prompted to enter data (on right)Left hand side is showing navigation via metadata or taxonomy tree
  • 1) Media is more native2) Shows streaming of video3) OOB media webpart
  • More users are now part of the RM scenarioDeclare rec in team siteDisp pol is broken down in to stagesCreateArchiveElimination
  • Transcript

    • 1. Content is King - Enterprise Content Management in SharePoint 2010
      SharePoint Saturday HartfordJanuary 29, 2011Chris McNulty
    • 2. About Me
      • Working with SharePoint technologies since 2000/2001
      • 3. Managing Practice Lead, KMA
      • 4. 20 years consulting and financial services technology (Santander, John Hancock, GMO, State Street)
      • 5. MBA in Investment Management from Boston College
      • 6. Write and speak often on Microsoft IW technologies
      • 7. Microsoft MCSE/MCTS/MSA/MVTSP
      About KMA
      • Full-service IT consulting firm established in 1995
      • 8. 29 employees: Partner, PM, Analyst, Developer, QA
      • 9. Microsoft technology focus:
      • 10. Microsoft Gold Certified Partner / Working with SharePoint technologies since 2001
      • 11. Specialties in
      • 12. Collaboration: Portals, Communities, Content Management
      • 13. Insight: Enterprise Search and Business Intelligence
      • 14. Productivity: Forms and Office Client Customization, Mekko Graphics (ISV)
    • I live outside Boston…
    • 15. But I LOVE Connecticut…
    • 16. Agenda
      Solution Overview
      Managed Metadata – Keys to ECM
      ECM – Enterprise Content Management
      Versioning and Approvals
      Drop-off library
      Records Management – In Place vs. Records Center
      Document Hold
      Disposition and ILM
      Planning – Collaboration vs. Publishing
      Microsoft Reference Architecture
      Putting it Together
      Q&A and Summary
    • 17. Microsoft SharePoint Server 2010 … the bright frontier
      Eastern Long Island, July 4, 2010
    • 18. Enterprise Content Management “Sentence Structure”
    • 19.  
      What is metadata?
      Literally, “after data”
      In practical usage, it means data about data
      For SharePoint, it usually means data that describes or classifies:
      other data (lists)
      documents (libraries)
    • 20. The bright frontier - 2010 Managed Metadata Service
      Centralized enterprise repository for tag hierarchies and keywords
      Publish and subscribe model for distributed content types
    • 21. Using MMS Taxonomy
      Add from common button
      Select from list tor type-ahead
      Consume from views, navigation, and search!
    • 22. Folksonomy
      Informal list of ad-hoc tags or terms, usually built up over time through user defined keywords
      Centrally stored in the MMS application
      Easily enabled option for all document libraries
      Can also be applied to content outside SharePoint
    • 23. Social tagging
      Tags are aggregated to each user’s profile page
      Tags have profile pages
      Tags can be “followed” just like people in SharePoint social nets
    • 24. Search
      Tags are automatically crawled properties
      All tags and terms are available as left hand “refinements”
    • 25. MMS - Shared Service Applications
      The 2007 Shared Services Provider has been broken up.
      Each of its elements is now a Shared Service Application
      MMS is also a Shared Service Application
      Records/librarians/IA can administer metadata without becoming farm admins
    • 26. Taxonomy Administration
      Creating and managing terms and term sets
      Attaching to a library
      Taxonomy navigation
    • 27. Taxonomy Operations
      Term sets can be copied, relocated, and reused from existing terms
      Terms can be copied, reused, merged, deprecated, etc.
      Keywords (folksonomy)can be moved into a managed term set or deleted
    • 28. Content Type Hubs
      Define one master site collection to house master content types
      Publish and synchronize across multiple farm and or site collections
    • 29. demo
    • 30. Make it easy for users to enter metadata and use it
      Hierarchical taxonomy structure
      Capture metadata in Office
      Managed Metadata
    • 31. Enterprise Content Management
      Content Aggregation
      Approvals and Versioning
      Drop-off Library & Content Organizer
      Digital Media Management
      Records Management & Records Center
      In Place vs. Records Center
      Hold and Discovery
      ILM and Retention Policies
    • 32. Enable employees to deliver value fast with Document Sets
      Managed as a single entity
      Different types of content items
      Aggregation - Document Sets
    • 33. Versioning and Approval
      Classic product functions
      User options
      Interactive approval
      Workflow approval
    • 34. SharePoint Content
      Make it easy for users to enter metadata and use it
      Hierarchical taxonomy structure
      Capture metadata in Office
      Pre-Beta screenshots, subject to change
    • 35. Rules-based Routing
      Drop-off Library and Content Organizer
      Move content based on content type
      Move content based on metadata and properties
    • 36. Rich authoring and publishing for web and multi-media content
      Microsoft Confidential, Prototype Only
      Streaming video on web pages
      Ribbon menu for media content
      Digital-Asset Management
      Pre-Beta screenshots, subject to change
      Digital Media Content Management
    • 37. demo
    • 38. Declare a record in a team site
      Location-based policies
      Multi-stage disposition policies
      Enterprise Records Management
    • 39. Records Management and Holds
      In place vs. Records Center
      Site Collection Feature “In Place Records Management”
      Records Center – Custom Site Collection
      Hold and eDiscovery Site Feature
      Custom Send To Actions (Cent. Admin)
      Move, Copy, Move and Leave Link
    • 40. Information Lifecycle Management
      Default behavior is defined for Content Types (MMS)
      Redefine (override) at library/folder level
      Rich array of functions and custom workflow
    • 41. demo
    • 42. Web Content Management
      Decide on your paradigm – publishing vs. collaboration
      Business case – page creation by owners
      Edit and approve in place
      Optional - deployment paths
    • 43. WCM and Migration – Planning and Architecture
    • 44. All together now
    • 45. ECM Cheat Sheet
    • 46. Resources
      • From Microsoft:
      • 47. SharePoint 2010 site:
      • 48. SharePoint Team Blog:
      • 49. From KMA
      Webinars, white papers and blogs at
    • 50. Next Steps
      Feb 2011 SPTechCon San Francisco (Admin & BI)
      Feb 2011 SPS San Diego (Managed Metadata & BI)
      Mar 2011 SPS Redmond (MMS)
      Mar 2011 Boston SPUser Group (BI with our next speaker, Sadie Van Buren)
      April 2011 SPS Boston
      June 2011 SPTechCon Boston (MMS & BI)
      Stay Tuned for @sadalit !
    • 53. Thank you…
      Contact Details
    • 54. Next: Sadie Van Buren
      • Project Manager and Business Analyst focusing on SharePoint
      • 55. Working with SharePoint since beta 2003 version
      • 56. Over 40 SharePoint implementations
      • 57. Microsoft Certified Technology Specialist
      Presenting: Assess Your SharePoint Maturity With The SharePoint Maturity Model
      Consulting Manager, Burntsand