SharePoint Saturday Louisville, Kentucky July 28, 2012How to Manage Managing Your Enterprise Content Patrick Tucker, Principal Consultant MCPD, MCITP, MCDBA, MCTS, MCSD, MCT
Speaker Info• Patrick Tucker• Principal Consultant, SharePoint• Strategic Data Systems• Email firstname.lastname@example.org
General Information• Tweet it Out!! – Hashtag for this event: #SPSLouisville – Follow us: @SPSLouisville – Include your presenters• Check out SPTV – Man on the street interviews… – Footage will be shown at http://mysp.tv
Taming the Beast! Where do your documents go in SharePoint? How are they managed? Document management controls the life cycle of documents in your organization — how they are created, reviewed, and published, and how they are ultimately disposed of or retained.
Document Management• Defining and Organizing – Enterprise Content Types – Managed Metadata Service (Taxonomy)• Tracking and Routing – Content Organizer – Document ID Service – Document Sets• Management and Retention – In Place Records Management – Information Management Policies & Retention – Holds and eDiscovery
Doc Management Features• Site Collection Features – Content Type Syndication Hub – Document ID Service – Document Sets – In Place Records Management – Library and Folder Based Retention• Site Features – Content Organizer – Hold and eDiscovery
Content Type Syndication• MMS Properties is the place to start• Create and publish content types in the ―hub‖ site and consume in sites within the web application• 2 Timer jobs control availability – ―Content Type Hub‖ and ―Content Type Subscriber‖• Beware blank sites and hidden features
SP 2013 eDiscovery• Discovery Center site to perform eDiscovery queries across multiple SharePoint farms and Exchange servers• In-place preservation of Exchange mailboxes and SharePoint sites — including SharePoint list items and SharePoint pages — while still allowing users to work with site content.• Support for searching and exporting content from file shares.• The ability to export discovered content from Exchange Server 2013 Preview and SharePoint Server 2013 Preview.
What is a ―Record‖?A record is a document or other electronicor physical entity in an organization thatserves as evidence of an activity ortransaction performed by the organizationand that requires retention for some timeperiod.
Records Management Active Documents Hold Manage
Records Center Template• Site template used to create a dedicated site for Records with features automatically activated.
Records Mgmt SP 2013• New retention policies applied at the site level. – The retention policy for the whole site and the team mailbox, if one is associated with the site. – What causes a project to be closed. – When a project should expire.
Clean-Up Items• Fill out your evaluation forms!• Visit the Dugout for a sneak peak of SharePoint 2013 and Networking.• See you back at Home Plate for the Closing and Raffles!!• Get the FREE SDS Code Library
About SDSSDS SharePoint Custom SolutionsCount on our Agile development and expert coding experience tocreate an optimal solution for your unique SharePoint applicationand integration needs.· Workflow & InfoPath Forms for Business ProcessAutomation· SharePoint Reports & BI Integration· Portals & Collaboration· Content Management*Agile Practices for proven faster delivery, higher quality, & increased business value.For twenty years, SDS has solved enterprise development challengesusing coding best practices. We deliver required functionality with· Exceptional code quality· Maintainability· and Reliability.
SharePoint Saturday Louisville has beenmade possible because of a generoussponsorship from the following friends…
Tonight’s SharePint is generously sponsored bySharePint is being held right here at the Marriottimmediately following the event. Visit theRackspace booth for your ticket.For each unused drink ticket turned back in, a $5donation will be made to charity.