Everything You Need to Know about Document Sets

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  • The SharePoint Server has gained a lot of popularity with the release of Microsoft Office SharePoint Server 2007. With the inclusion of document management and enterprise search capabilities, as well as Records Center and Excel Services modules, more and more companies are turning toward SharePoint in search of solutions to their business problems. With this growth comes big opening for business opportunities, but those who don’t have the right training approach stand to lose out on a customer’s or internal business units satisfaction.Some of the SharePoint environment roles are often defined as IT related, and information workers are often overlooked.Lack of training is the number one
  • Everything You Need to Know about Document Sets

    1. 1. Everything you need to know about Document Sets<br />Ágnes Molnár<br />SharePoint Server MVP,<br />Senior Solutions Consultant<br />
    2. 2. About the Speaker...<br />Ágnes Molnár<br />SharePoint Server MVP<br />Senior Solutions Consultant, BA Insight<br />http://www.BAInsight.com<br />http://aghy.hu<br />E-mail: Agnes.Molnar@BAInsight.com<br />Twitter: @molnaragnes<br />
    3. 3. Document Management in SharePoint 2010<br />Document Libraries & Folders<br />Content Types<br />Document Sets<br />Metadata Management<br />Document ID<br />Workflows<br />Content Organizer Rules<br />Office 2010 Integration<br />Office Web Apps<br />SharePoint Workspace 2010<br />
    4. 4. Document Sets<br />Similar to File Folders<br />Similar to Paper Folders<br />But Very Different...<br />
    5. 5. File Folders vs. Document Sets<br />Document_1<br />Document_F1_1<br />Document_2<br />Document_F1_2<br />Folder_1<br />Document Library<br />Folder_F1_1<br />Folder_F1_1_1<br />Document_F1_1_1_1<br />Folder_2<br />DocumentSet_F1_1<br />Document_DS_F1_1_1<br />Folder_3<br />Document_DS1_1<br />DocumentSet_1<br />Document_DS1_2<br />
    6. 6. File Folders vs. Document Sets<br />Prefer Folders:<br />If you need a hierarchy inside<br />If you don’t need the extra capabilities of Document Sets<br />If you need target documents here by Content Organizer Rules<br />Prefer Document Sets:<br />If you don’t need hierarchy inside<br />If you do need the extra capabilities<br />For example:<br />Contracts<br />Proposals<br />Project documents<br />Usability studies<br />Knowledge Management repositories<br />
    7. 7. Paper Folders vs. Document Sets<br />Shared Properties<br />Workflows<br />Customized „Welcome Page”<br />Default Content<br />Document Set Content Types<br />
    8. 8. Organizing your Content<br />Shared / Unshared Properties<br />Views<br />Workflows<br />Content Organizer Rules(!)<br />
    9. 9. Thank you!<br />E-mail:aghy@aghy.hu<br />Twitter:@molnaragnes<br />Blog:http://aghy.hu<br />

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