1. SharePoint Saturday
Louisville, Kentucky
July 28, 2012
How to Manage Managing Your
Enterprise Content
Patrick Tucker, Principal Consultant
MCPD, MCITP, MCDBA, MCTS, MCSD, MCT

2. Speaker Info
• Patrick Tucker
• Principal Consultant, SharePoint
• Strategic Data Systems
• Email patrick.tucker@sds-consulting.com

3. 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

4. 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.

5. 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

6. 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

7. Defining
and Organizing

8. Enterprise Content Types

9. 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

10. Managed Metadata

11. Managed Metadata

12. Tracking
and Routing

13. Content Organizer

14. Document ID Service

15. Document Sets

16. Document Center Template
• Site template used to create a dedicated
site for Documents with features
automatically activated.

17. Management
and Retention

18. Info Management Policies

19. Holds and eDiscovery

20. 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.

21. What is a ―Record‖?
A record is a document or other electronic
or physical entity in an organization that
serves as evidence of an activity or
transaction performed by the organization
and that requires retention for some time
period.

22. Records Management
Active Documents
Hold
Manage

23. In-place Records Mgmt

24. Records Center Template
• Site template used to create a dedicated
site for Records with features automatically
activated.

25. 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.

26. 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

27. About SDS
SDS SharePoint Custom Solutions
Count on our Agile development and expert coding experience to
create an optimal solution for your unique SharePoint application
and integration needs.
· Workflow & InfoPath Forms for Business Process
Automation
· 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 challenges
using coding best practices. We deliver required functionality with
· Exceptional code quality
· Maintainability
· and Reliability.

28. SharePoint Saturday Louisville has been
made possible because of a generous
sponsorship from the following friends…

29. Tonight’s SharePint is generously sponsored by
SharePint is being held right here at the Marriott
immediately following the event. Visit the
Rackspace booth for your ticket.
For each unused drink ticket turned back in, a $5
donation will be made to charity.