Explore SharePoint 2010 Enterprise & Document Management features

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Topic 2 : Explore SharePoint 2010 Enterprise & Document Management features

This session you learn about SharePoint 2010 Enterprise Content Management offerings.

Enterprise Content Management
Document Management features
Metadata Management
Term Store, Term Sets & Terms
Content Hub
Content Type Syndication
Document IDs
Document Sets
Document Centre
Content organizer
Sent to Location

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  • In MOSS 2007 there was always the issue of how do we synchronize Content Types across Sit Collections. This was really problematic as it required either some custom coding or alternatively lots of manual configuration. This was also one of the many reasons that clients resorted to using as few Site Collections as possiblePublishing content types through the Managed Metadata Service is an extremly powerful feature of SharePoint 2010 but it does require some steps. The ability now to control content types from a central location and control all aspects of publishing is an amazing feature so check it out!I have broken this down into three sections: Configuring the Managed Metadata Service, Configuring the Content Type Hub and finally configuring receiving site collections since you need to do all three to get this working, but once you do you can easily update your content types cross site collections and even cross farms!
  • Document ID's in SharePoint Server 2010 provide you with the ability to tag documents with a unique identification number. Something a lot of my clients have done manually or by implementing custom solutions to take care of in SharePoint 2007. With this new feature, you get all the required functionality to tag documents with unique identification numbers based on a specific pre-set formula with a custom prefix.
  • Document Set enables users to group multiple documents, that support a single project or task, together into a single entity. All documents in a Document Set share the metadata and the entire set can also be versioned. Some example where document set might be useful to manage information would be:RFP response: managing multiple documents like proposal (.docx), presentation (.pptx), estimates and pricing (.xlsx) which are part of the response to a RFP Product documentation: managing multiple documents like TDM/BDM brochure (.docx/.pdf), evaluation guides (.docx), various presentations (.pptx), feature comparison sheets (.xlsx)  etc. which need to be created as part of product release Document sets are built on SharePoint Server 2010 content types, and you can create multiple unique document set content types as part of your implementation. Note: Document Set feature is not available in SharePoint Foundation 2010.
  • Information routing, or content routing, is a very powerful capability. Those of you who are familiarwith and use Outlook are very familiar with content routing. Outlook’s rule capability enablesthe automatic routing of different types of e‑mail messages to different folders. This is extremelyefficient for organizing and managing your Outlook Inbox. In SharePoint 2007, the Records Centersite template has a routing engine that routes records to the proper location within the RecordsCenter site collection. The Content Organizer feature in SharePoint 2010 is a new routing featurethat extends, enhances, and makes more broadly available the routing engine used in the RecordsCenter site template from SharePoint 2007.
  • Presenters please use this slide to direct participants to websites, books, trials, product pages etc as a follow through to your presentation
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