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Essential Content Types
The document outlines the key concepts of enterprise content management and business process automation using SharePoint, emphasizing the importance of content types and metadata for organizing and managing information. It details strategies for effective content discovery, classification, and decision-making in various business processes, highlighting the need for purposeful design and standardized taxonomy. Additional resources for planning managed metadata and document management in SharePoint are provided.
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Essential Content Types
- 1. info@obeflow.com www.obeflow.com (425) 522-3727 Enterprise ContentManagement and Business Process Automation Software as a Service Essential SharePoint Content Types
- 2. About Chris Beckett 24+10 MCM MCT MCSE MCPD Entrepreneur SolutionsArchitect Systems Engineer Trainer and Author chris.beckett@obeflow.com @sharepointbits blog.sharepointbits.com
- 3. What is aContent Type? Behavior like Workflow, Policy, Document Conversion Columns of Metadata
- 4. How are theyused? All Lists and Libraries have 1 or more Content Types
- 5. Content Type Inheritance InheritBehavior and Columns from Parents
- 6. Purpose of ContentTypes Find Information Enforce Policy
- 7. ECM Architecture Search Network FileShares Databases Enterprise Workflow Collaboration Sites Data Warehouse Archival Services eDiscovery Custom Applications Audit and Compliance Information Portals Enterprise WorkflowSocial Networking
- 8. Enterprise Content Foundation InformationManagement ( Producers ) Search & Dynamic Navigation ( Consumers ) Content Types Metadata Columns Site Columns
- 9. Focus on “HighValue” Content?
- 10. Search Customization andRefinement Refiners for Metadata Fields Custom Result Formatting
- 11. Information Management Policy PolicyAssigned to Content Type or Library
- 12. Content Organizer 1. Boundto a Content Type 2. Filtered by Metadata Conditions 3. Move to Target Location
- 13. eDiscovery and Holds FullKeyword Syntax for Record Search
- 14. Importance of Strategy Withouta Strategy… With a Strategy…
- 15. Content Discovery Activities •User Surveys • Stakeholder Interviews • Workplace Observation • Group Workshops • Organization Roles • Business Process Data Flows • Database Models
- 16. Discovery Objectives • Producersand Consumers • Lifecycle and Flow • Formats and Transformations • Control • Classification • Identity PROCESS DATA
- 17. Model Data Flows •Data Flow diagrams demonstrate key content between actors and processes • Data Flow diagrams highlight content flow rather than sequence
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- 20. Decision Making • Weorganize things to help us manage them. This enables us to make better and/or faster decisions. • Making better decisions helps us achieve our goals I am going to a wedding. What do I want to wear today? Color Formality Fabric Condition
- 21. Identify Organizing Principles Business Unit Finance Marketing Manufacturing Business Function Accounts Payable Recruiting Compliance Risk Management Business Process Loan Origination Lead Processing Order Fulfillment Audience orRole Job Roles Seniority Demographic Topic or Interest Benefits Travel Shipping Region or Location Sales Region Office Location Distribution Zones Industry or Market Healthcare Government Retail
- 22. Harvest Taxonomies • Organizationsare already managed using a variety of organizing principles • Harvest how things are already being organized and classified • Avoid inventing new taxonomy without a clear purpose/justification
- 23. Managed Metadata TermStore Term Store Term Group Term Set Terms Multilingual Term Translations Delegated Administration
- 24. What is yourHierarchy? Enterprise Types Enterprise Root SharePoint Types SharePoint Root Item Document Set Document ? ? ? ? ? ? ? ? ? ? Asset
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- 26. Purposeful Principles Knowledge SituationAgreement Publication Captures knowledge that was hard or expensive to capture for later reference or sharing. • Whitepaper • Guideline • Patterns and Practices • How-To / Tutorial • User Guide • Manual Produced to represent information at a moment in time, for the purposes of analysis or communication of status. • Financial Reports • Project Status • Research Results • Strategy Briefing • Executive Summary • Letters / Memos Produced to represent an implicit or explicit agreement between parties governing responsibilities. • Contract • Specification • Blueprint • Policy • Procedure • Notice • Proposal • Estimate • Standards Produced to communicate or promote a person, product, service, capability, or accomplishment. • Brochure • Business Card • Press Release • Newsletter • Field Manual • Product Specification
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- 28. More Information Enterprise ContentManagement in SharePoint Server 2010 http://technet.microsoft.com/en-US/sharepoint/ee263905.aspx Plan Managed Metadata in SharePoint 2013 http://technet.microsoft.com/en-us/library/ee530389.aspx Plan Document Management in SharePoint 2013 http://technet.microsoft.com/en-us/library/cc263266.aspx Plan Records Management in SharePoint 2013 http://technet.microsoft.com/en-us/library/ff363731.aspx
- 29. Questions Thank you forattending! Please complete your evaluations. Your feedback is appreciated chris.beckett@obeflow.com (425) 522-3727 @sharepointbits blog.sharepointbits.com