KMA Deck -C. McNulty discusses ecm wcm-upgrades2010 - nyc

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KMA's Christ McNulty discusses ECM-WCM Upgrades 2010 - NYC Deck

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  • 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
  • KMA Deck -C. McNulty discusses ecm wcm-upgrades2010 - nyc

    1. 1. ECM/WCM Planning, Implementation and Migration Strategies<br />SharePoint Saturday New YorkJuly 31, 2010Karthik Ventkataraman Chris McNulty<br />
    2. 2. ECM/WCM Planning, Implementation and Migration Strategies<br />SharePoint Saturday New YorkJuly 31, 2010Karthik VentkataramanChris McNulty<br />
    3. 3. KMA Background<br />A full-service information technology consulting firm established in 1995, based in Waltham, MA<br />27 employees: Partner, PM, Analyst, Developer, QA <br />Industry expertise and core focus: Professional Services, Life Sciences & Financial Services<br />Microsoft technology focus:<br />Microsoft Certified Partner since 1995<br />Microsoft Gold Certified Partner since 2004<br />Working with SharePoint technologies since 2001<br />Specialties in Enterprise Content Management and Forms, Portals and Collaboration, Search<br />Approximately 15 consultants versed in SharePoint technologies<br />Approximately 70 SharePoint projects delivered over last 2 years<br />
    4. 4. About Me<br />Working with SharePoint technologies since 2000/2001<br />20 years consulting and financial services technology (Santander, John Hancock, GMO, State Street)<br />SharePoint practice lead at KMA<br />Write and speak often on Microsoft information worker technologies<br />Microsoft MCSE/MCTS/MSA/MVTS<br />BC MBA in Investment Management<br />Hiking, cooking, playing guitar, colonial history, photography<br />My family: Hayley, three kids (15, 6, 3) and my dog Stan<br />
    5. 5. I live outside Boston…<br />
    6. 6. But I’m from here…<br />
    7. 7. Agenda<br />Disclaimer<br />Solution Overview<br />ECM – Enterprise Content Management<br />Versioning and Approvals<br />Drop-off library<br />Records Management – In Place vs. Records Center<br />Document Hold<br />Disposition and ILM<br />WCM<br />Planning – Collaboration vs. Publishing<br />Microsoft Reference Architecture<br />Upgrade & Migration<br />
    8. 8. Microsoft SharePoint Server 2010 … the bright frontier<br />
    9. 9. Microsoft SharePoint Server 2010 … the bright frontier<br />Eastern Long Island, July 4, 2010<br />
    10. 10. SharePoint Content<br />Enable employees to deliver value fast with Document Sets<br />Managed as a single entity<br />Different types of content items<br />Pre-Beta screenshots, subject to change<br />
    11. 11. SharePoint Content<br />Make it easy for users to enter metadata and use it<br />Hierarchical taxonomy structure<br />Metadata-driven<br />navigation<br />Capture metadata in Office<br />Pre-Beta screenshots, subject to change<br />
    12. 12. SharePoint Content<br />Rich authoring and publishing for web and multi-media content<br />Microsoft Confidential, Prototype Only<br />Streaming video on web pages<br />Ribbon menu for media content<br />Digital-Asset Management<br />Pre-Beta screenshots, subject to change<br />
    13. 13. SharePoint Content<br />Expand reach of records management across the enterprise<br />Declare a record in a team site<br />Location-based policies<br />Multi-stage disposition policies<br />Pre-Beta screenshots, subject to change<br />
    14. 14. Enterprise Content Management<br />Approvals and Versioning<br />Drop-off Library & Content Organizer<br />Records Management & Records Center<br />In Place vs. Records Center<br />Hold and Discovery<br />ILM and Retention Policies<br />
    15. 15. Versioning and Approval<br />Classic product functions<br />User options<br />Interactive approval<br />Workflow approval<br />
    16. 16. Drop-off Library and Content Organizer<br />Move content based on content type<br />Move content based on metadata and properties<br />
    17. 17. Records Management and Holds<br />In place vs. Records Center<br />Enablements<br />Site Collection Feature “In Place Records Management”<br />Records Center – Custom Site Collection<br />Hold and eDiscovery Site Feature<br />Custom Send To Actions (Cent. Admin)<br />Move, Copy, Move and Leave Link<br />
    18. 18. Information Lifecycle Management<br />Default behavior is defined for Content Types (MMS)<br />Redefine (override) at library/folder level<br />Rich array of functions and custom workflow<br />
    19. 19. Web Content Management<br />Decide on your paradigm – publishing vs. collaboration<br />Business case – page creation by owners<br />Edit and approve in place<br />Optional - deployment paths<br />
    20. 20. WCM and Migration – Planning and Architecture<br />
    21. 21. Predictable UpgradeDo-no-harm<br />Three paths<br />In place<br />Database upgrade<br />Third party tools<br />Process<br />Pre-upgrade checker<br />Visual Upgrade<br />Resumable upgrade<br />Progress reports<br />Parallel DB upgrades<br />
    22. 22. Upgrade Demo<br />PreScan Check<br />Database Attach<br />Visual Upgrade<br />
    23. 23. Demo Screenshot - Pre-Attach Test<br />PS C:Userscmcnulty> Test-SPContentDatabase -Name WSS_Content_2007OOB -WebAppli<br />cation http://kmamssd01<br /> <br /> <br />Category : SiteOrphan<br />Error : True<br />UpgradeBlocking : False<br />Message : Database [WSS_Content_2007OOB] contains a site (Id = [f78c83e<br /> e-20d9-4b87-93d1-e1d640da6633], Url = [/]) whose url is alrea<br />dy used by a different site, in database (Id = [2cc0fc28-c1ff<br /> -4311-ac68-918229f5d834], name = [WSS_Content]), in the same<br /> web application. Consider deleting one of the sites which hav<br /> e conflicting urls.<br />Remedy : The orphaned sites could cause upgrade failures. Try detach a<br />nd reattach the database which contains the orphaned sites. R<br />estart upgrade if necessary.<br />
    24. 24. Demo Screenshot - Upgrade Dashboard<br />
    25. 25. Demo Screenshot - Original Upgrade<br />
    26. 26. Demo Screenshot - Visual Upgrade<br />
    27. 27. Resources<br /><ul><li>From Microsoft:
    28. 28. SharePoint 2010 site: http://sharepoint.microsoft.com
    29. 29. SharePoint Team Blog: http://blogs.msdn.com/sharepoint/default.aspx
    30. 30. From KMA:
    31. 31. Monthly webinars on SharePoint 2010 (EPM, upgrades, etc.)
    32. 32. August 2010: SharePoint 2010 Enterprise Search
    33. 33. Web: www.kma-llc.net (now powered by SharePoint!) with white papers, blogs, archived presentations, news, and events
    34. 34. SharePoint Deployment Planning Services (SDPS), now available for 2010 planning
    35. 35. From me
    36. 36. SharePoint Saturday San Francisco September 11, 2010 (Business Intelligence / IT Platform and Upgrade)
    37. 37. SharePoint Saturday Boston -- September 25, 2010 (SharePoint Data Visualization)
    38. 38. SPTechCon Boston – October 20-22, 2010 (Core Collaboration)
    39. 39. KMWorld (Washington DC - November 2010)
    40. 40. Gilbane Conference (Boston – December 2010)</li></li></ul><li>Thank you…<br />Contact Details<br />Email cmcnulty@kma-llc.net<br />Blog http://blogs.kma-llc.net/microknowledge<br />Twitter: http://twitter.com/cmcnulty2000<br />LinkedIn:http://www.linkedin.com/in/cmcnulty<br />
    41. 41. Q&A<br /><ul><li>My next presentation – 2:35pm - Managed Metadata and Taxonomy
    42. 42. Open Questions
    43. 43. Contact Me
    44. 44. Ask the community
    45. 45. Microsoft Product Management
    46. 46. Feedback forms
    47. 47. Prize: SPC2009 Content Pass ($500)</li></li></ul><li>Thank you sponsors!!<br />
    48. 48. 2 ASUS Netbooks<br />Also Some Books<br />1 Typemock Isolator License<br />A 2-5 Day Course from SetFocus on SharePoint<br />Telerik RAD Controls Set<br />1 DeliverPoint WFE 2010 license (Worth $1500)<br />1 BCS Meta Man license (Worth $1200)<br />1 Lightning Conductor 2010 WFE license (Worth $800)<br />1 Lightning Storm Forums license. (Worth $600)<br />

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