This document provides an overview of content management features in SharePoint 2010, including metadata, document IDs, document sets, routing, content types, managed data services, disposition, rich media, and document, record, and web content management. It also discusses in-place versus archival records management approaches and examples of different types of documents used for various roles in a company.

1. INSERT PHOTO HERE
SharePoint 2010 Content Management
Features
Speaker: Rita Arrigo
Email: Rita.Arrigo@pitcher.com.au
Mobile: 0488 486633
www.linkedin.com/in/rarrigo
Date: Wednesday August 24th

2. Content Management Features
 Metadata
− Managed
− Unmanaged
 Unique document Ids
 Document Sets
 Advanced routing
 Shared Content Types
 Managed data services
 Multi-stage disposition
 Rich media management
 Word Automation Services
 Document Management
 Records Management
 Web Content Management

4. •
−
−
−
−
−
−
•
−
•
−

5. Global
Scope
Local
Managed Taxonomy Open Hierarchies Folksonomy
Level of Control

7. •
•
•
http://sitecollection1/_layouts/DocIdRedir.aspx?ID=MKHYF5V6GAFS-1-1
My Document
MKHYF5V6GAFS-1-1
JohnD
JohnD

8. •
•
•
•

10. •
•
•
•
•
•

11. •
•
•
•
•
•

12. In-Place Records Management Archival Records Management
Less expensive to deploy. You do not have
a separate site or farm for records. Allows more advanced storage
Therefore, you do not have to try to keep management. Records can be stored on a
sites in sync. Now you manage the different storage medium.
collaboration space once.
Easier on the records manager. Your
Easier on the user of the records. Your records are all in one place, and are not
records never lose context or go missing. scattered across locations in your
organization.
Flexible collaboration structure. If you use
Easy search of records and files that are
in-place records, you must actively
not records.
manage the collaboration space.
Stronger resemblance to records
management approaches used with paper
Potentially easier eDiscovery: you have
records. Overall, it is easier to model a
only one repository to search.
typical hierarchical file plan in a records
center.
The Record Center Content Organizer
enables you to apply policy that is based
upon metadata.

14. •
•
•
•
•

15. Position Types of documents Role
Financial analyst Equity research note Author
Technical writer Financial model
Web page
Financial analyst Equity research note Reviewer
Manager Financial model
Technical editor Equity research note Editor
Web page
Customer Equity research note Reader
Financial model
Web page
Server administrator All IT specialist
Database manager All Database specialist
Compliance officer All Legal specialist
Records manager All Records manager
Site manager All Content publisher
Type Purpose Author User Format Other Roles Locations
Site administrator All Content auditor
Equity research Gives premium Financial Customer DOCX (for Reviewer Authoring site
note customers of a analyst authoring); (technical);
financial PDF (for reviewer
service publishing) (legal); Testing site
guidance on approver; copy
whether to buy editor; records
Internet
or sell one or manager; site
more stocks administrator
Records
repositor
y

16. Library Purpose
Library in a team site Collaboration; easy sharing of content among peers; content control, such as
versioning; SharePoint Server searching.
Library in a portal area Content that is intended for a wider audience in the organization; similar to a
library in a team site, but typically implemented with a more-stringent review
and approval process.
Library in a Document A large-scale library useful as an enterprise knowledge base or historical
Center site archive; includes features to help users navigate, search, and manage a large
number of documents in a deep hierarchy by using a set of specialized Web
Parts.
Documents Purpose Author Users Format
Engagement ideas and Develop new customer Project leader Sales .doc
requests engagements manager;
project leader
Proposals Describe a proposed customer Project leader Project .doc
engagement managers;
project team
members;
customers
Contracts Commit to a consulting Lawyer Project .doc
engagement leader;
project
manager;
sales
manager;
customers

17. • •
− −
− −
−
−
− −
− −
−
−
−

18. •
•
•
•

19. •
•
•

20. •
•
•
•

21. Kind of record Record category Description
Benefit plans, insurance Employee Benefit Descriptions of all employee
plans, pension plans Descriptions benefit plans.
Payroll timesheets, Payroll Records Summaries of hours
supplementary payroll worked, overtime, and
information salary paid.
Vendor invoices Invoices Records of goods or
services purchased from
vendors.
Product surveys, Training Materials Provides internal or external
questionnaires, training training.
manuals, training videos
... Record
Records Description Media category Retention Disposition Contact
401k plans Description Web pages Employee X years None Kathi Flood
of employee Benefit Plans
benefit plan.
Insurance Description Print Employee X years None Reshma
plans of employee Benefit Plans Patel
insurance
plan.
Pension Description Print Employee X years None Reshma
plans of employee Benefit Plans Patel
pension plan.
...

22. •
•
•
•