Slides from my Instant ECM with SharePoint 2010 talk presented at SPTechCon Boston 2011

1. Instant ECM with SharePoint 2010 Corey Roth @coreyroth Blog: www.dotnetmafia.com

3. Microsoft SharePoint MVP

4. Specializing in ECM and Search

5. Passed all SharePoint 2010 certification exams

6. E-mail: coreyroth@gmail.com

7. Twitter: @coreyroth

8. Blog: www.dotnetmafia.com

9. Laptop: Dell E6510 i5 2.4 GHz 8GB

11. We can do better…

12. ECM Challenges Not enough time Cost Don’t know how to define an ECM Plan No technical resources Lack of business or IT buy-in Lack of agreement among business units

14. Content Types

15. Ratings

16. Enterprise Keywords

18. Default Values

21. Turned off by default

22. Can be configured with both major and minor versions

23. Version limits help reduce amount of copies stored

24. Entire document is stored each time (not just changes)

26. Allows users to rate documents with 0 – 5 stars

27. Timer job runs periodically to calculate average ratings

28. Use to sort or filter documents

30. Term Store

31. Allows user to classify document with structured and unstructured terms

32. Structured terms: administrator defined hierarchy of well known terms in the organization (i.e.: product types, divisions, states, cities, etc.)

34. Provides a quick and easy way to get basic classification on documents

35. User can pick existing terms or create new ones

36. Administrator can promote a keyword into a structured term set

37. Displayed in search results and allows refinement

38. Populates the tag cloud

40. Document Id stays the same even if document is moved to another location in site collection

41. Not a GUID

42. Administrator can define a prefix for Document Id

43. Must enable Document ID Service site collection feature

45. Supports various data types: text, number, currency, choice, lookup list, Managed Metadata, etc

47. Defined by one or more site columns (fields) that describe the list item

48. Inherits from a parent type (i.e.: Item, Document)

49. Can be associated with custom forms, workflows, auditing, and retention policies

50. Built using the UI, SharePoint Designer, code, or via CAML

52. Requires Metadata Navigation and Filtering feature to be activated

54. Specify a default value on a custom folder content type

55. When document is uploaded into folder, value is copied into matching site columns

57. Can help prevent folders from containing too many items

58. Create rules based on content type and metadata

59. New folders created automatically based upon metadata names