KMA SharePoint Saturday Hartford ECM WCM2011


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KMA SharePoint Saturday Hartford ECM WCM2011

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  • Use of tags and metadataUser is prompted to enter data (on right)Left hand side is showing navigation via metadata or taxonomy tree
  • 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 SharePoint Saturday Hartford ECM WCM2011

    1. 1. Content is King - Enterprise Content Management in SharePoint 2010<br />SharePoint Saturday HartfordJanuary 29, 2011Chris McNulty<br />
    2. 2. About Me<br /><ul><li>Working with SharePoint technologies since 2000/2001
    3. 3. Managing Practice Lead, KMA
    4. 4. 20 years consulting and financial services technology (Santander, John Hancock, GMO, State Street)
    5. 5. MBA in Investment Management from Boston College
    6. 6. Write and speak often on Microsoft IW technologies
    7. 7. Microsoft MCSE/MCTS/MSA/MVTSP</li></ul>About KMA<br /><ul><li>Full-service IT consulting firm established in 1995
    8. 8. 29 employees: Partner, PM, Analyst, Developer, QA
    9. 9. Microsoft technology focus:
    10. 10. Microsoft Gold Certified Partner / Working with SharePoint technologies since 2001
    11. 11. Specialties in
    12. 12. Collaboration: Portals, Communities, Content Management
    13. 13. Insight: Enterprise Search and Business Intelligence
    14. 14. Productivity: Forms and Office Client Customization, Mekko Graphics (ISV)</li></li></ul><li>I live outside Boston…<br />
    15. 15. But I LOVE Connecticut…<br />
    16. 16. Agenda<br />Solution Overview<br />Managed Metadata – Keys to ECM<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 />Putting it Together<br />Q&A and Summary <br />
    17. 17. Microsoft SharePoint Server 2010 … the bright frontier<br />Eastern Long Island, July 4, 2010<br />
    18. 18. Enterprise Content Management “Sentence Structure”<br />
    19. 19.  <br />What is metadata?<br />Literally, “after data”<br />In practical usage, it means data about data<br />For SharePoint, it usually means data that describes or classifies:<br />other data (lists) <br />documents (libraries)<br />
    20. 20. The bright frontier - 2010 Managed Metadata Service<br />Centralized enterprise repository for tag hierarchies and keywords<br />Publish and subscribe model for distributed content types<br />
    21. 21. Using MMS Taxonomy<br />Add from common button<br />Select from list tor type-ahead<br />Consume from views, navigation, and search!<br />
    22. 22. Folksonomy<br />Informal list of ad-hoc tags or terms, usually built up over time through user defined keywords<br />Centrally stored in the MMS application<br />Easily enabled option for all document libraries<br />Can also be applied to content outside SharePoint<br />
    23. 23. Social tagging<br />Tags are aggregated to each user’s profile page<br />Tags have profile pages<br />Tags can be “followed” just like people in SharePoint social nets<br />
    24. 24. Search<br />Tags are automatically crawled properties<br />All tags and terms are available as left hand “refinements”<br />
    25. 25. MMS - Shared Service Applications<br />The 2007 Shared Services Provider has been broken up. <br />Each of its elements is now a Shared Service Application<br />MMS is also a Shared Service Application<br />Records/librarians/IA can administer metadata without becoming farm admins<br />
    26. 26. Taxonomy Administration<br />Creating and managing terms and term sets<br />Attaching to a library<br />Taxonomy navigation<br />
    27. 27. Taxonomy Operations<br />Term sets can be copied, relocated, and reused from existing terms<br />Terms can be copied, reused, merged, deprecated, etc.<br />Keywords (folksonomy)can be moved into a managed term set or deleted<br />
    28. 28. Content Type Hubs<br />Define one master site collection to house master content types<br />Publish and synchronize across multiple farm and or site collections<br />
    29. 29. demo <br />
    30. 30. 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 />Managed Metadata<br />
    31. 31. Enterprise Content Management<br />Content Aggregation<br />Approvals and Versioning<br />Drop-off Library & Content Organizer<br />Digital Media Management<br />Records Management & Records Center<br />In Place vs. Records Center<br />Hold and Discovery<br />ILM and Retention Policies<br />
    32. 32. Enable employees to deliver value fast with Document Sets<br />Managed as a single entity<br />Different types of content items<br />Aggregation - Document Sets<br />
    33. 33. Versioning and Approval<br />Classic product functions<br />User options<br />Interactive approval<br />Workflow approval<br />
    34. 34. 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 />
    35. 35. Rules-based Routing<br />Drop-off Library and Content Organizer<br />Move content based on content type<br />Move content based on metadata and properties<br />
    36. 36. 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 />Digital Media Content Management<br />
    37. 37. demo <br />
    38. 38. Declare a record in a team site<br />Location-based policies<br />Multi-stage disposition policies<br />Enterprise Records Management<br />
    39. 39. 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 />
    40. 40. 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 />
    41. 41. demo <br />
    42. 42. 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 />
    43. 43. WCM and Migration – Planning and Architecture<br />
    44. 44. All together now<br />
    45. 45. ECM Cheat Sheet<br />
    46. 46. Resources<br /><ul><li>From Microsoft:
    47. 47. SharePoint 2010 site:
    48. 48. SharePoint Team Blog:
    49. 49. From KMA</li></ul>Webinars, white papers and blogs at<br />
    50. 50. <ul><li>Prizes
    51. 51. Questions?
    52. 52. Evaluations</li></ul>Next Steps<br />Feb 2011 SPTechCon San Francisco (Admin & BI)<br />Feb 2011 SPS San Diego (Managed Metadata & BI)<br />Mar 2011 SPS Redmond (MMS)<br />Mar 2011 Boston SPUser Group (BI with our next speaker, Sadie Van Buren)<br />April 2011 SPS Boston<br />June 2011 SPTechCon Boston (MMS & BI)<br />Stay Tuned for @sadalit !<br />
    53. 53. Thank you…<br />Contact Details<br />Email<br />Blog<br />Twitter:<br />LinkedIn:<br />
    54. 54. Next: Sadie Van Buren<br /><ul><li>Project Manager and Business Analyst focusing on SharePoint
    55. 55. Working with SharePoint since beta 2003 version
    56. 56. Over 40 SharePoint implementations
    57. 57. Microsoft Certified Technology Specialist </li></ul>Presenting: Assess Your SharePoint Maturity With The SharePoint Maturity Model<br />Consulting Manager, Burntsand<br />