Sharepoint 2010 document managment and workflow


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Sharepoint 2010 document managment and workflow

  1. 1. SharePoint 2010 Overview Document Management ,workflow<br />Prepared by : MahmoudAljaroud<br />
  2. 2. Microsoft SharePoint 2010TheBusiness Collaboration Platformfor the Enterprise and the Web<br />Sites<br />Connect and Empower People<br />Communities<br />Composites<br />Cut Costs with a Unified Infrastructure<br />Content<br />Insights<br />Rapidly Respond to Business Needs<br />Search<br />
  3. 3. Microsoft SharePoint 2010<br />Ribbon UI<br />SharePoint Workspace<br />SharePoint Mobile<br />Office Client and Office Web App Integration<br />Standards Support<br />Business Connectivity Services<br />InfoPath Form Services<br />External Lists<br />Workflow<br />SharePoint Designer<br />Visual Studio<br />API Enhancements<br />REST/ATOM/RSS<br />Tagging, Tag Cloud, Ratings<br />Social Bookmarking<br />Blogs and Wikis<br />My Sites<br />Activity Feeds<br />Profiles and Expertise<br />Org Browser<br />Sites<br />Communities<br />Composites<br />PerformancePoint Services<br />Excel Services<br />Chart Web Part<br />Visio Services<br />Web Analytics<br />SQL Server Integration<br />PowerPivot<br />Content<br />Insights<br />Enterprise Content Types<br />Metadata and Navigation<br />Document Sets<br />Multi-stage Disposition<br />Audio and Video Content Types<br />Remote Blob Storage<br />List Enhancements<br />Search<br />Social Relevance<br />Phonetic Search<br />Navigation<br />FAST Integration<br />Enhanced Pipeline<br />
  4. 4. Document Management <br /><ul><li>Document ID
  5. 5. Rating, Tag/Notes
  6. 6. Rule Based Submission
  7. 7. Versioning, check-in, and check-out
  8. 8. Upload/download Docs </li></li></ul><li>Document ID<br />Each document in the Site Collection will get their unique document number .<br />A document is addressable using the unique document id via a document redirector page (/DocIdRedir.aspx?ID=uniquedocid), and the unique document id can also be used as a property when searching.<br />
  9. 9. Rating, Tag/Notes<br />Rating and adding Tag/Notes does not require a check-out, and users are able to easily rate and add notes to the document.<br />To add Notes, select the document and then click “Tags & Notes”   on the Ribbon<br />
  10. 10. Rule Based Submission<br />SharePoint 2010 let you define rules on a folder for further routing of the document. Documents uploaded to the folder will be moved to the correct library/folder based on the rules you apply.<br /> The rules are depended on the metadata you have available on the document.<br />
  11. 11. Versioning, check-in, and check-out , Approve<br />You can have many versions of the document when you update it , also you can check in to edit the document and check out when you are done .<br />Only persons who have Full Control or Design permissions can approve or reject items or files in a list or library that requires approval. Other site users can only view what they have permission to view or what they have uploaded themselves.<br />
  12. 12. Upload/download Documents <br />You can download the documents to use it offline if you have the right access , also you can upload your documents to share it with others or to organize your library .<br />
  13. 13. SharePoint 2010 workflows <br /><ul><li>What is a workflow?
  14. 14. Events ,Actions ,Conditions ,</li></ul>and steps <br /><ul><li>Workflow Forms
  15. 15. Workflow Status</li></li></ul><li>What is a workflow?<br />With the Workflow Designer, you can attach a sequence of conditions and actions to a list or library — this sequence is a workflow. A workflow is a natural way to organize and run a series of actions that correspond to a work process. This process can control almost any aspect of a list item in Windows SharePoint Services 3.0, including the life cycle of that item<br />Workflows can be as simple or as complex as your business processes require. You can create a workflow that the user initiates, or a workflow that is initiated automatically based on an event, such as when a list item is created or changed<br />
  16. 16. Events ,Actions ,Conditions ,and steps <br />These are the building blocks of a workflow. A workflow consists of one or more steps, and each step consists of actions and any associated conditions. Each workflow is initiated by an event.<br />
  17. 17. Workflow Forms <br />To make your workflow more dynamic and flexible, you can add a form to the workflow. With a form, you can collect information from workflow participants at predefined times in the workflow, and make it possible for participants to interact with the tasks for that workflow<br />
  18. 18. Workflow Status .<br />You can easily view the progress of workflows on a selected item through the browser. The All Items view of a list or document library displays the current status of workflows running on an item. In addition, each item has a Workflows page where you can view the following information:<br /><ul><li>All workflows currently running on that item.
  19. 19. All workflows that have run on the item in the past.
  20. 20. All the available workflows for that item.</li></li></ul><li>Questions <br />
  21. 21. Thanks and have a good day …………………………………………… <br />