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How To Automatically Update SharePoint Content Types

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Learn how to set up workflow rules to automatically classify content, in real time, as it is created or ingested, and route to the appropriate repository, using conceptTaxonomyWorkflow, which is an …

Learn how to set up workflow rules to automatically classify content, in real time, as it is created or ingested, and route to the appropriate repository, using conceptTaxonomyWorkflow, which is an adjunct product for conceptClassifier for SharePoint.

• Setting up the rules
• Automated real-time classification
• Automatically apply or change a content type based upon organizationally defined vocabulary and descriptors
• Action and notification driven by content type

Speaker: John Challis, Founder and CEO/CTO at Concept Searching

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  • 1. How To Automatically UpdateSharePoint Content TypesJohn ChallisFounder and CEO/CTOjohn@conceptsearching.comTwitter @conceptsearch
  • 2. Agenda• conceptTaxonomyWorkflow• Workflow rules• Migration• Preservation• Protection• Demonstration• Setting up workflow rules to automatically classify content• Automated real-time classification• Automatically apply or change a content type, based uponorganizationally defined vocabulary and descriptors• Action and notification driven by content type
  • 3. • Concept Searching’s unique statistical concept identification underpins all technologies• Multi-word suggestion is explicitly more valuable than single term suggestion algorithmsConcept Searching has a unique approach to ensure success• conceptClassifier will generate conceptual metadataby extracting multi-word terms that identify ‘triple heartbypass’ as a concept as opposed to single keywords• Metadata can be used by any search engine index orany application/process that uses metadata.Concept Searchingprovides AutomaticConcept Term ExtractionTripleBaseballThreeHeartOrganCenterBypassHighwayAvoidUnique Approach
  • 4. conceptTaxonomyWorkflow• Easy-to-use web based console• Creates and manages actions that follow a classification decision• Multiple conditions can be used for a workflow rule• Actions – workflow rules – defined by an organization to implement awide range of custom requirements• Pre-configured actions are standard such as• Send an email message to an administrator• Move a document from one location to another• Copy a document from one location to another• Delete a document• In a 2007 or 2010 SharePoint environment, change the content type• Generate additional metadata in SharePoint 2007 and 2010
  • 5. conceptClassifier andconceptTaxonomyWorkflow• With conceptClassifier and the conceptTaxonomyWorkflow moduleorganizations can automate the tagging of unstructured documentsto deliver many automated processes• Build business specific confidential document detection taxonomies• Align content to business goals• Consistently apply document policies• Leverage native SharePoint controls and functionality• Ensure consistent tagging across the organization• Perform automatic migration
  • 6. conceptTaxonomyWorkflow• Migrate tagged and classified content intelligently to diverselocations• Preserve information in accordance with records guidelines byintelligently identifying documents and eliminating inconsistent enduser tagging• Protect sensitive information from exposure with intelligent tagging
  • 7. Migrate Tagged and Classified Content Intelligently
  • 8. Automated Migration• Migrate content from SharePoint 2007, file shares, WSS and otherrepositories to SharePoint 2010, 2013 and/or other locations based onpolicy metadataconceptTaxonomyWorkflow
  • 9. Demonstration
  • 10. Next How To WebinarHow To Get the Most Out of SearchDate: Wednesday, June 26thTime: 11:30 - 11:45 AM EDTThis webinar will explain how to get the most out of conceptSearch, with itsinnovative technology delivering both high precision and high recall, by weightingcompound terms, or multi-word phrases. This is particularly important fororganizations that need sophisticated search and retrieval solutions.• Compound term extraction• Relevance rankings• Automatically generated related topics• Faceted navigation• Drilling down through a combination of free text search and multipletaxonomy browseSpeaker: John Challis, Founder and CEO/CTO at Concept SearchingTo Register: https://www3.gotomeeting.com/register/170792070