A presentation by John Holliday, President of SharePoint Architects, Inc. at the 2011 European Best Practices Conference in London, April, 2011, on the evolution of Records Management functionality from SharePoint 2007 to SharePoint 2010.
Who says you can't do records management in SharePoint?John F. Holliday
Although records management features have steadily improved with each new SharePoint version, many industry observers are starting to express their doubts as to whether SharePoint is a viable platform for building real-world ERM solutions. This session will explore the enhanced RM capabilities of SharePoint 2013 and show how to leverage them to full advantage. The session will also introduce several third-party tools that further enhance the platform to enable true enterprise-class content lifecycle management.
Taming Information Chaos in SharePoint 2010Eric Shupps
This document discusses information architecture and metadata in SharePoint. It defines information architecture as the organizational structure for data formats, categories and relationships. Good information architecture increases usability, reliability and security. Metadata provides additional information about objects to facilitate organization and discovery. The document discusses managed metadata in SharePoint and how it can be used to enhance search, navigation and content management. It provides demonstrations of creating term stores and content type syndication.
The Enterprise Content Management features in SharePoint have steadily improved with each new release of the platform. In this session, we will explore the top 10 new ECM features that have been added to SharePoint 2013, with an emphasis on "new". The session will include demos that showcase real-world examples of how each feature can be used to enhance the overall user experience when working with email, collaborative documents as well as official records.
Building enterprise records management solutions for share point 2010Eric Shupps
This document summarizes options for building enterprise records management solutions in SharePoint 2010. It discusses what records management is, including the need to tightly control and audit records. It outlines two main options for handling records - in-place within existing sites or in a separate records center. It covers features like document IDs, content organizers, and document conversion that can help with records management. It also discusses holds and discovery for legal processes like eDiscovery. Finally, it briefly touches on retention policies.
Basic Records Management for SharePointGraham Sibley
Want to know more about what Microsoft SharePoint 2010 offers records managers? Wondering what RM features are available to you out-of-the-box?
This presentation focuses on practical strategies for setting up basic records management using out-of-the-box SharePoint. It demonstrates what’s possible and gives you implementation techniques you can use right away. It also discusses SharePoint’s limitations and shows you how you can use SharePoint with Collabware CLM for advanced records management.
Archiving and compliance for SharePoint on premise and onlineOlga Siamashka
OpenText Application Governance & Archiving for Microsoft SharePoint (AGA) empowers organizations to meet compliance and archiving requirements, manage the growth of SharePoint sites, provide access to disparately spread enterprise content, and reduce ongoing administration and storage costs. AGA can support you in on-premise, cloud, or hybrid environments, even with different SharePoint versions or Office 365.
This document provides an overview of SharePoint document management capabilities including:
- SharePoint allows storage, collaboration, updating, management, archiving and restoring of documents and work items according to compliance policies.
- It reviews SharePoint versions and features like document libraries, version control, and content approval.
- An exercise walks through uploading a document to a library, enabling versioning and content approval, and checking the document in and out while making changes.
This document summarizes a presentation about using SharePoint for enterprise content management (ECM) and records management (RM). It discusses why organizations use SharePoint for these purposes due to its cost advantages over competitors and integration with other Microsoft products. The document outlines SharePoint's ECM and ERM features from 2007 to 2013 and how they have expanded. It also notes some technical limitations of SharePoint and challenges of using it for robust RM. The presenter advocates integrating RM into business processes rather than creating silos and defining document types meaningful to users.
Who says you can't do records management in SharePoint?John F. Holliday
Although records management features have steadily improved with each new SharePoint version, many industry observers are starting to express their doubts as to whether SharePoint is a viable platform for building real-world ERM solutions. This session will explore the enhanced RM capabilities of SharePoint 2013 and show how to leverage them to full advantage. The session will also introduce several third-party tools that further enhance the platform to enable true enterprise-class content lifecycle management.
Taming Information Chaos in SharePoint 2010Eric Shupps
This document discusses information architecture and metadata in SharePoint. It defines information architecture as the organizational structure for data formats, categories and relationships. Good information architecture increases usability, reliability and security. Metadata provides additional information about objects to facilitate organization and discovery. The document discusses managed metadata in SharePoint and how it can be used to enhance search, navigation and content management. It provides demonstrations of creating term stores and content type syndication.
The Enterprise Content Management features in SharePoint have steadily improved with each new release of the platform. In this session, we will explore the top 10 new ECM features that have been added to SharePoint 2013, with an emphasis on "new". The session will include demos that showcase real-world examples of how each feature can be used to enhance the overall user experience when working with email, collaborative documents as well as official records.
Building enterprise records management solutions for share point 2010Eric Shupps
This document summarizes options for building enterprise records management solutions in SharePoint 2010. It discusses what records management is, including the need to tightly control and audit records. It outlines two main options for handling records - in-place within existing sites or in a separate records center. It covers features like document IDs, content organizers, and document conversion that can help with records management. It also discusses holds and discovery for legal processes like eDiscovery. Finally, it briefly touches on retention policies.
Basic Records Management for SharePointGraham Sibley
Want to know more about what Microsoft SharePoint 2010 offers records managers? Wondering what RM features are available to you out-of-the-box?
This presentation focuses on practical strategies for setting up basic records management using out-of-the-box SharePoint. It demonstrates what’s possible and gives you implementation techniques you can use right away. It also discusses SharePoint’s limitations and shows you how you can use SharePoint with Collabware CLM for advanced records management.
Archiving and compliance for SharePoint on premise and onlineOlga Siamashka
OpenText Application Governance & Archiving for Microsoft SharePoint (AGA) empowers organizations to meet compliance and archiving requirements, manage the growth of SharePoint sites, provide access to disparately spread enterprise content, and reduce ongoing administration and storage costs. AGA can support you in on-premise, cloud, or hybrid environments, even with different SharePoint versions or Office 365.
This document provides an overview of SharePoint document management capabilities including:
- SharePoint allows storage, collaboration, updating, management, archiving and restoring of documents and work items according to compliance policies.
- It reviews SharePoint versions and features like document libraries, version control, and content approval.
- An exercise walks through uploading a document to a library, enabling versioning and content approval, and checking the document in and out while making changes.
This document summarizes a presentation about using SharePoint for enterprise content management (ECM) and records management (RM). It discusses why organizations use SharePoint for these purposes due to its cost advantages over competitors and integration with other Microsoft products. The document outlines SharePoint's ECM and ERM features from 2007 to 2013 and how they have expanded. It also notes some technical limitations of SharePoint and challenges of using it for robust RM. The presenter advocates integrating RM into business processes rather than creating silos and defining document types meaningful to users.
This document summarizes key learnings from a presentation about SharePoint 2013 and Enterprise Search. It discusses how to run a successful search project through planning, development, testing and deployment. It also covers infrastructure needs and capacity testing findings. Additionally, it provides examples of how to customize the user experience through display templates and Front search. Methods for crawling thousands of file shares and enriching indexed content are presented. The document concludes with discussions on relevancy, managing property weighting, changing ranking models, and tuning search results.
Enterprise Document Management in SharePoint 2010Agnes Molnar
This document discusses best practices for enterprise document management in SharePoint 2010. It provides an overview of the speaker and their sessions at an upcoming conference. The document then reviews SharePoint 2010's capabilities for document management, including document libraries, content types, metadata management, workflows, and search. It discusses best practices for organizing documents, both within and outside of SharePoint, as well as online and offline access through SharePoint Workspace.
SharePoint is a powerful product and can be many things to its many customers allowing each to customize it for their own unique business needs. Over the past 9 years I've worked with SharePoint, I've learned some valuable lessons and insights into key areas of the product that should come with warning labels to handle with care.
Some choices made in SharePoint can have detrimental side effects and end up to costing organizations time, rework and money to resolve. In this talk I'll share a few common ones I've learned and you will benefit by being able to recognize some of these before they become a problem in your own environment.
The document provides guidance on moving files from a server to SharePoint document libraries. Key points include:
- Each department will designate one or more curators to help employees adopt the new system and maximize collaboration.
- Document libraries offer advantages like version control, security groups, metadata and organizing capabilities. No more than 5,000 objects can be in a library and departments are limited to 2,000 libraries.
- The process involves identifying department files on the server, moving them to a staging area, and creating top-level folders in that area which will become document libraries in SharePoint. Curators can then add folders and files to organize department information.
The SharePoint Records Management StoryErica Toelle
1. Today's agenda covers records management solutions for SharePoint, Office 365, hybrid environments, and other content sources.
2. Labels and retention policies in Office 365 can classify, retain, and dispose of content according to compliance policies across various content sources without requiring action from end users.
3. Records management capabilities are available in some content management systems and file sharing services, but not all, and they may not meet all compliance needs.
In the real world, "find-ability" is just as important as "put-ability" when building a well-structured ERMS. This session explores effective strategies for defining and capturing the critical metadata needed to drive RM-specific search scenarios.
Optimizing SharePoint for Transactional Content ManagementDocFluix, LLC
While SharePoint 2010 and 2013 has a wide range of great document management features, organizations that need "transactional content management" (such as invoices, purchase orders, claims, registration forms or other high volume documents related to a business process or transaction) find numerous challenges in optimizing SharePoint for this purpose. This presentation will cover how best to configure and optimize SharePoint for this type of document management.
NBITS provides the SAP BODS training in Hyderabad. It can provides online and classroom training by real time industrial experts. It can provide also the job assistance. BODS stand for Business objects Data services. Bods is one of the part of SAP.
In this 20 minute presentation, Gerry Brimacombe will talk about migrating files to Office 365, and present some of the tools available. You'll learn about planning a migration, common challenges, and a few tips and tricks from his real life migration projects.
Audience: IT pros, business pros, site admins
Level: 100
This document provides an overview of the key stages and best practices for migrating from Box to OneDrive. It discusses:
1) Planning the migration including assessing content, preparing the OneDrive environment, and user onboarding.
2) Remediating content issues during the assessment stage such as file name lengths or blocked file types.
3) Preparing the OneDrive environment including pre-provisioning users.
4) Conducting a pilot migration and then migrating the remainder of content while considering throttling limits.
5) User onboarding including training, communications and handling any downtime during the migration process.
This document summarizes a presentation on using SharePoint 2013 for enterprise content management (ECM) and records management (ERM). It discusses why organizations use SharePoint for these purposes due to its cost advantages over competitors and integration capabilities. It outlines SharePoint's ECM and ERM features and limitations. It provides examples of overcoming limitations through custom configurations and third-party tools. The presentation emphasizes aligning ERM with business needs and integrating it with everyday processes rather than creating isolated records systems.
DTecH IT Education- Best Obiee training institute in bangaloreDTecH It Education
Best OBIEE training institute & Oracle Partner in Bangalore! DTecH IT Education, No.1, 1st Cross, 1st Main, Ashwini Layout, Near Sony World, Koramangala 6th Blk, Bangalore-47. Contact: 080-4150-1359, 080-3221-0825
10 Things You'll Need to Succeed with Information Governance and SharePointRecordLion
This educational presentation discusses not only Information Governance surrounding SharePoint Environments, but expanding beyond to other platforms in your organization.
The document discusses document management capabilities in SharePoint 2010, including using Document IDs to identify and track documents, discovering how Document Sets are used to group related documents, and implementing rules based document submission via the SharePoint Content Organizer feature. The objectives are to learn about these document management capabilities in SharePoint 2010 and use the Document Center site template to manage large document repositories.
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.
SharePoint Fest Denver - Documents and Records Management in SharePointLiam Cleary [MVP]
This document discusses using SharePoint for document and records management. It defines documents and records, and explains why organizations implement document management solutions. It outlines the theory behind managing documents and records in SharePoint, demonstrating features for documents like versioning, metadata and social features. It also covers records management capabilities in SharePoint like retention policies and compliance features. Finally, it provides reminders about implementing a reliable document capture process, maintaining life cycles, and training users.
Understanding Records Management in Office 365RecordPoint
The world of SharePoint compliance and records management became more complicated as we moved to Office 365. Instead of records centers, we have labels, and it can be difficult to understand how exactly to stay in compliance. In this session, we will review the compliance features in Office 365, including Advanced Data Governance, Labels, and Retention Policies. We will then compare these features against common records management and compliance business requirements to see how they stack up.
This document provides an introduction and overview of SharePoint lists and libraries. It introduces Jamie McAllister, a SharePoint MVP, and Rob Latino, a Program Manager at Office 365 Support. The document outlines the topics that will be covered, including managing SharePoint Online documents and lists, setting expectations for the session, and provides a high-level overview of lists and libraries. It also previews demonstrations of creating and organizing libraries and documents.
SPEVO13 - Dev213 - Document Assembly Deep Dive Part 2John F. Holliday
This session picks up from part 1 by extending the development strategy to include using XPath expressions embedded within a MS Word document template.
Introduction and What’s new in SharePoint 2013MJ Ferdous
What is SharePoint?
Why SharePoint can be used for?
Types of SharePoint edition
SharePoint 2013 Overview
What do you think about new version?
SharePoint 2013 Three-tier farm configuration
Capabilities and Features in SharePoint 2013
Market Overview
SharePoint 2013 training opportunity
Common Questions by Dev/IT Pro
The document discusses using SharePoint 2010 as a document management system. It provides details on document management features in SharePoint including metadata, content types, site columns and libraries. Metadata is described as driving all content organization in SharePoint. Specific steps are outlined for creating content types and site columns to organize documents. Content types allow documents to be categorized and associated metadata to be automatically added. The document also provides examples of how different types of documents could be organized in libraries using content types and metadata fields.
This document summarizes key learnings from a presentation about SharePoint 2013 and Enterprise Search. It discusses how to run a successful search project through planning, development, testing and deployment. It also covers infrastructure needs and capacity testing findings. Additionally, it provides examples of how to customize the user experience through display templates and Front search. Methods for crawling thousands of file shares and enriching indexed content are presented. The document concludes with discussions on relevancy, managing property weighting, changing ranking models, and tuning search results.
Enterprise Document Management in SharePoint 2010Agnes Molnar
This document discusses best practices for enterprise document management in SharePoint 2010. It provides an overview of the speaker and their sessions at an upcoming conference. The document then reviews SharePoint 2010's capabilities for document management, including document libraries, content types, metadata management, workflows, and search. It discusses best practices for organizing documents, both within and outside of SharePoint, as well as online and offline access through SharePoint Workspace.
SharePoint is a powerful product and can be many things to its many customers allowing each to customize it for their own unique business needs. Over the past 9 years I've worked with SharePoint, I've learned some valuable lessons and insights into key areas of the product that should come with warning labels to handle with care.
Some choices made in SharePoint can have detrimental side effects and end up to costing organizations time, rework and money to resolve. In this talk I'll share a few common ones I've learned and you will benefit by being able to recognize some of these before they become a problem in your own environment.
The document provides guidance on moving files from a server to SharePoint document libraries. Key points include:
- Each department will designate one or more curators to help employees adopt the new system and maximize collaboration.
- Document libraries offer advantages like version control, security groups, metadata and organizing capabilities. No more than 5,000 objects can be in a library and departments are limited to 2,000 libraries.
- The process involves identifying department files on the server, moving them to a staging area, and creating top-level folders in that area which will become document libraries in SharePoint. Curators can then add folders and files to organize department information.
The SharePoint Records Management StoryErica Toelle
1. Today's agenda covers records management solutions for SharePoint, Office 365, hybrid environments, and other content sources.
2. Labels and retention policies in Office 365 can classify, retain, and dispose of content according to compliance policies across various content sources without requiring action from end users.
3. Records management capabilities are available in some content management systems and file sharing services, but not all, and they may not meet all compliance needs.
In the real world, "find-ability" is just as important as "put-ability" when building a well-structured ERMS. This session explores effective strategies for defining and capturing the critical metadata needed to drive RM-specific search scenarios.
Optimizing SharePoint for Transactional Content ManagementDocFluix, LLC
While SharePoint 2010 and 2013 has a wide range of great document management features, organizations that need "transactional content management" (such as invoices, purchase orders, claims, registration forms or other high volume documents related to a business process or transaction) find numerous challenges in optimizing SharePoint for this purpose. This presentation will cover how best to configure and optimize SharePoint for this type of document management.
NBITS provides the SAP BODS training in Hyderabad. It can provides online and classroom training by real time industrial experts. It can provide also the job assistance. BODS stand for Business objects Data services. Bods is one of the part of SAP.
In this 20 minute presentation, Gerry Brimacombe will talk about migrating files to Office 365, and present some of the tools available. You'll learn about planning a migration, common challenges, and a few tips and tricks from his real life migration projects.
Audience: IT pros, business pros, site admins
Level: 100
This document provides an overview of the key stages and best practices for migrating from Box to OneDrive. It discusses:
1) Planning the migration including assessing content, preparing the OneDrive environment, and user onboarding.
2) Remediating content issues during the assessment stage such as file name lengths or blocked file types.
3) Preparing the OneDrive environment including pre-provisioning users.
4) Conducting a pilot migration and then migrating the remainder of content while considering throttling limits.
5) User onboarding including training, communications and handling any downtime during the migration process.
This document summarizes a presentation on using SharePoint 2013 for enterprise content management (ECM) and records management (ERM). It discusses why organizations use SharePoint for these purposes due to its cost advantages over competitors and integration capabilities. It outlines SharePoint's ECM and ERM features and limitations. It provides examples of overcoming limitations through custom configurations and third-party tools. The presentation emphasizes aligning ERM with business needs and integrating it with everyday processes rather than creating isolated records systems.
DTecH IT Education- Best Obiee training institute in bangaloreDTecH It Education
Best OBIEE training institute & Oracle Partner in Bangalore! DTecH IT Education, No.1, 1st Cross, 1st Main, Ashwini Layout, Near Sony World, Koramangala 6th Blk, Bangalore-47. Contact: 080-4150-1359, 080-3221-0825
10 Things You'll Need to Succeed with Information Governance and SharePointRecordLion
This educational presentation discusses not only Information Governance surrounding SharePoint Environments, but expanding beyond to other platforms in your organization.
The document discusses document management capabilities in SharePoint 2010, including using Document IDs to identify and track documents, discovering how Document Sets are used to group related documents, and implementing rules based document submission via the SharePoint Content Organizer feature. The objectives are to learn about these document management capabilities in SharePoint 2010 and use the Document Center site template to manage large document repositories.
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.
SharePoint Fest Denver - Documents and Records Management in SharePointLiam Cleary [MVP]
This document discusses using SharePoint for document and records management. It defines documents and records, and explains why organizations implement document management solutions. It outlines the theory behind managing documents and records in SharePoint, demonstrating features for documents like versioning, metadata and social features. It also covers records management capabilities in SharePoint like retention policies and compliance features. Finally, it provides reminders about implementing a reliable document capture process, maintaining life cycles, and training users.
Understanding Records Management in Office 365RecordPoint
The world of SharePoint compliance and records management became more complicated as we moved to Office 365. Instead of records centers, we have labels, and it can be difficult to understand how exactly to stay in compliance. In this session, we will review the compliance features in Office 365, including Advanced Data Governance, Labels, and Retention Policies. We will then compare these features against common records management and compliance business requirements to see how they stack up.
This document provides an introduction and overview of SharePoint lists and libraries. It introduces Jamie McAllister, a SharePoint MVP, and Rob Latino, a Program Manager at Office 365 Support. The document outlines the topics that will be covered, including managing SharePoint Online documents and lists, setting expectations for the session, and provides a high-level overview of lists and libraries. It also previews demonstrations of creating and organizing libraries and documents.
SPEVO13 - Dev213 - Document Assembly Deep Dive Part 2John F. Holliday
This session picks up from part 1 by extending the development strategy to include using XPath expressions embedded within a MS Word document template.
Introduction and What’s new in SharePoint 2013MJ Ferdous
What is SharePoint?
Why SharePoint can be used for?
Types of SharePoint edition
SharePoint 2013 Overview
What do you think about new version?
SharePoint 2013 Three-tier farm configuration
Capabilities and Features in SharePoint 2013
Market Overview
SharePoint 2013 training opportunity
Common Questions by Dev/IT Pro
The document discusses using SharePoint 2010 as a document management system. It provides details on document management features in SharePoint including metadata, content types, site columns and libraries. Metadata is described as driving all content organization in SharePoint. Specific steps are outlined for creating content types and site columns to organize documents. Content types allow documents to be categorized and associated metadata to be automatically added. The document also provides examples of how different types of documents could be organized in libraries using content types and metadata fields.
An overview of what's available in SharePoint out of the box.
This slide deck is meant to shed some light on basic elements and features of SharePoint and explain to those who are new to Office 365 / SharePoint – what is possible as soon as you get your hands on the live SharePoint site. Enjoy!
Introduction To Microsoft SharePoint 2013Vishal Pawar
Microsoft SharePoint is a Web application platform developed by Microsoft. First launched in 2001, SharePoint has historically been associated with intranet content management and document management, but recent versions have significantly broader capabilities
This document discusses best practices for implementing document and records management in SharePoint 2010 based on lessons learned from projects. It covers new features in SharePoint 2010 for document management like managed metadata and content types. It also covers records management features like in-place records, holds and eDiscovery, auditing, and multi-level retention policies. Common pitfalls discussed include choosing the right functionality, user training, and migrations. Best practices for the project include workshops, prototyping, and governance.
DEV212 SharePoint 2010 Records Management DevelopmentJohn F. Holliday
A presentation by John Holliday, President of SharePoint Architects, Inc. at the 2011 European Best Practices Conference in London, April, 2011 on best practices for developing Records Management solutions on the SharePoint platform.
This document discusses key features in SharePoint Server 2007 related to document management, records management, and web content management. It describes document libraries, content types, templates, and policies that allow organizations to control the lifecycle of documents. Records management concepts like routing records, holds, and DoD 5015.2 compliance are also summarized. The document aims to explain how these features can help organizations address challenges in managing documents and records.
This document discusses key features in SharePoint related to document management, records management, and web content management. It describes document libraries, content types, templates, and policies that allow organizations to control the lifecycle of documents. It also explains records centers and the DoD 5015.2 standard for compliant records management, including routing records, holds, and an immutable records repository. Overall, the document outlines how SharePoint provides capabilities for organizations to centrally manage documents, records, and web content throughout their lifecycles.
Explore SharePoint 2010 Enterprise & Document Management features K.Mohamed Faizal
This document discusses several Enterprise Content Management features in SharePoint 2010, including metadata management, term stores, content hubs, content type syndication, document IDs, document sets, and the document center. It provides an overview and agenda for the topics, compares ECM features between SharePoint 2007 and 2010, and discusses new features such as managed metadata, metadata navigation, and content organizer rules. Demo sections are included for term stores, content type syndication, document IDs, document sets, and the content organizer.
Mastering the Art of SharePoint DMS implemenationOliver Wirkus
This session provides information on how to best implement a Document Management System within SharePoint. All elements used to create a DMS are explained in detail and best practices are provided as well.
Moving mountains with Sharepoint - Document Management with SharePoint 2013Oliver Wirkus
This presentation shows how to implement a Document Management System to an existing SharePoint Intranet, Best practices on how to start that kind of projects and on Document Management with SharePoint
ECM And Enterprise Metadata in SharePoint 2010Phuong Nguyen
This document discusses Enterprise Content Management (ECM) and enterprise metadata in SharePoint. It defines ECM as strategies and tools for capturing, managing, storing, and delivering organizational content and documents. It describes key ECM capabilities in SharePoint like document management, records management, and web content management. It also explains how SharePoint features like document sets, content types, and metadata navigation improve ECM. Finally, it outlines the enterprise metadata service which allows centralized management of terms across SharePoint.
SharePoint Connections Coast to Coast Overview of Enterprise Content ManagementIvan Sanders
This session walks you through some of the enterprise content management features in SharePoint 2010 such as metadata management, document sets, records management, search, and more. The demos will include declarative and programmatic creation of document sets and document ids, records management routing, and search
This session provides information on how to best implement a Document Management System within SharePoint. All elements used to create a DMS are explained in detail and best practices are provided as well.
SharePoint Saturday 2010 - SharePoint 2010 Content Organizer FeatureRoy Kim
SharePoint Saturday Speaker presentation on the SharePoint 2010 Content Organizer Feature. Explain the business values especially around enterprise sites. Also explain
RecordPoint is a Microsoft Gold Certified partner that develops SharePoint records management software and solutions. It launched its RecordPoint product in July 2008, which is certified to meet various compliance standards including VERS and ISO 15489. RecordPoint has 30 customers in Australia and New Zealand and is one of 30 global partners on Microsoft's SharePoint Advisory Council. A Forrester report identified RecordPoint as one of six key partners that can help supplement enterprise records management in SharePoint 2010 by addressing regulatory requirements. While SharePoint 2010 provides 88% of records functionality defined by the ICA standard, RecordPoint is needed to fill gaps and provide additional compliance functionality for requirements monitoring.
Enterprise Content Management with SharePoint 2013 from AtidanDavid J Rosenthal
This document summarizes new capabilities in SharePoint 2013 to create, manage, and collaborate on content. It allows users to:
1. Easily create and organize content with relevant discovered information and help from colleagues. Centralized eDiscovery tools help reduce risk and ensure compliance.
2. Control the lifecycle of information assets by defining retention schedules and policies. Content can be routed and archived based on metadata.
3. Protect organizations by preserving content across Exchange, Lync and SharePoint for eDiscovery without affecting productivity. Content can be exported in standard formats.
This document provides an overview of document management features in SharePoint 2010 presented by Saed Shela to the Palestinian SharePoint User Group. It describes the Document ID service, document sets, content type hub, content organizer, and rule-based submission features. It also discusses metadata architecture and includes demonstrations of various document management capabilities in SharePoint 2010.
Introducing Content Types Microsoft Windows Share Point ServicesLiquidHub
The document provides instructions for customizing the Document Information Panel in Microsoft SharePoint using InfoPath 2007. It outlines creating a new document library with custom columns, then using the Document Information Panel in Word to populate those columns. Next, it describes creating a custom content type with associated columns and a customized Document Information Panel. The final task has the user build out the custom Document Information Panel using InfoPath 2007 by launching a new form from the content type settings. The summary provides a high-level overview of the key tasks in customizing the Document Information Panel in SharePoint.
2011 Sharepoint Summit - Overview of enterprise content management in share_...MSHOWTO Bilisim Toplulugu
Microsoft's vision for enterprise content management in SharePoint is to align work processes with business priorities, make tools support the business, and decrease costs by managing content effectively. Key aspects include automating processes, promoting productivity through familiar tools, enabling participation, applying consistent policies across content types, managing records compliance, and centralized management of metadata and policies. Partner solutions can further extend SharePoint's content management capabilities.
SPS Philly Architecting a Content Management SolutionPatrick Tucker
This document summarizes Patrick Tucker's presentation on architecting a SharePoint 2013 content management solution. It discusses defining and organizing content through tools like content types, metadata, and taxonomies. It also covers tracking and routing content with features like the content organizer and document ID service. Finally, it discusses management and retention of content through policies, holds, records management, and eDiscovery tools in SharePoint 2013.
Introducing Content Types Microsoft Windows Share Point ServicesLiquidHub
This document provides an overview and instructions for exercises using content types and the document information panel in Microsoft Windows SharePoint Services. The objectives are to demonstrate how to define custom properties for a document library and how the document information panel is used to enter those properties when saving a new document. The first task is to create a new document library called "Status Reports" and define custom columns for properties like project name. The second task is to save a new document to demonstrate how the document information panel displays those custom properties for entry.
Organizing Documents in SharePoint 2010Agnes Molnar
This document discusses best practices for organizing documents in SharePoint 2010. It compares folders versus document sets, and recommends using document sets when hierarchy is not needed or their additional capabilities are required. It also covers metadata management using managed metadata, using content types to organize documents and templates, and content organizer rules to automatically route documents to the proper location based on properties. The document provides guidance on implementing these features and considerations for each approach.
Similar to IW403 Records Management Improvements in SharePoint 2010 (20)
Programming Foundation Models with DSPy - Meetup SlidesZilliz
Prompting language models is hard, while programming language models is easy. In this talk, I will discuss the state-of-the-art framework DSPy for programming foundation models with its powerful optimizers and runtime constraint system.
Maruthi Prithivirajan, Head of ASEAN & IN Solution Architecture, Neo4j
Get an inside look at the latest Neo4j innovations that enable relationship-driven intelligence at scale. Learn more about the newest cloud integrations and product enhancements that make Neo4j an essential choice for developers building apps with interconnected data and generative AI.
Let's Integrate MuleSoft RPA, COMPOSER, APM with AWS IDP along with Slackshyamraj55
Discover the seamless integration of RPA (Robotic Process Automation), COMPOSER, and APM with AWS IDP enhanced with Slack notifications. Explore how these technologies converge to streamline workflows, optimize performance, and ensure secure access, all while leveraging the power of AWS IDP and real-time communication via Slack notifications.
In the rapidly evolving landscape of technologies, XML continues to play a vital role in structuring, storing, and transporting data across diverse systems. The recent advancements in artificial intelligence (AI) present new methodologies for enhancing XML development workflows, introducing efficiency, automation, and intelligent capabilities. This presentation will outline the scope and perspective of utilizing AI in XML development. The potential benefits and the possible pitfalls will be highlighted, providing a balanced view of the subject.
We will explore the capabilities of AI in understanding XML markup languages and autonomously creating structured XML content. Additionally, we will examine the capacity of AI to enrich plain text with appropriate XML markup. Practical examples and methodological guidelines will be provided to elucidate how AI can be effectively prompted to interpret and generate accurate XML markup.
Further emphasis will be placed on the role of AI in developing XSLT, or schemas such as XSD and Schematron. We will address the techniques and strategies adopted to create prompts for generating code, explaining code, or refactoring the code, and the results achieved.
The discussion will extend to how AI can be used to transform XML content. In particular, the focus will be on the use of AI XPath extension functions in XSLT, Schematron, Schematron Quick Fixes, or for XML content refactoring.
The presentation aims to deliver a comprehensive overview of AI usage in XML development, providing attendees with the necessary knowledge to make informed decisions. Whether you’re at the early stages of adopting AI or considering integrating it in advanced XML development, this presentation will cover all levels of expertise.
By highlighting the potential advantages and challenges of integrating AI with XML development tools and languages, the presentation seeks to inspire thoughtful conversation around the future of XML development. We’ll not only delve into the technical aspects of AI-powered XML development but also discuss practical implications and possible future directions.
GraphSummit Singapore | The Future of Agility: Supercharging Digital Transfor...Neo4j
Leonard Jayamohan, Partner & Generative AI Lead, Deloitte
This keynote will reveal how Deloitte leverages Neo4j’s graph power for groundbreaking digital twin solutions, achieving a staggering 100x performance boost. Discover the essential role knowledge graphs play in successful generative AI implementations. Plus, get an exclusive look at an innovative Neo4j + Generative AI solution Deloitte is developing in-house.
TrustArc Webinar - 2024 Global Privacy SurveyTrustArc
How does your privacy program stack up against your peers? What challenges are privacy teams tackling and prioritizing in 2024?
In the fifth annual Global Privacy Benchmarks Survey, we asked over 1,800 global privacy professionals and business executives to share their perspectives on the current state of privacy inside and outside of their organizations. This year’s report focused on emerging areas of importance for privacy and compliance professionals, including considerations and implications of Artificial Intelligence (AI) technologies, building brand trust, and different approaches for achieving higher privacy competence scores.
See how organizational priorities and strategic approaches to data security and privacy are evolving around the globe.
This webinar will review:
- The top 10 privacy insights from the fifth annual Global Privacy Benchmarks Survey
- The top challenges for privacy leaders, practitioners, and organizations in 2024
- Key themes to consider in developing and maintaining your privacy program
Dr. Sean Tan, Head of Data Science, Changi Airport Group
Discover how Changi Airport Group (CAG) leverages graph technologies and generative AI to revolutionize their search capabilities. This session delves into the unique search needs of CAG’s diverse passengers and customers, showcasing how graph data structures enhance the accuracy and relevance of AI-generated search results, mitigating the risk of “hallucinations” and improving the overall customer journey.
GraphSummit Singapore | The Art of the Possible with Graph - Q2 2024Neo4j
Neha Bajwa, Vice President of Product Marketing, Neo4j
Join us as we explore breakthrough innovations enabled by interconnected data and AI. Discover firsthand how organizations use relationships in data to uncover contextual insights and solve our most pressing challenges – from optimizing supply chains, detecting fraud, and improving customer experiences to accelerating drug discoveries.
Full-RAG: A modern architecture for hyper-personalizationZilliz
Mike Del Balso, CEO & Co-Founder at Tecton, presents "Full RAG," a novel approach to AI recommendation systems, aiming to push beyond the limitations of traditional models through a deep integration of contextual insights and real-time data, leveraging the Retrieval-Augmented Generation architecture. This talk will outline Full RAG's potential to significantly enhance personalization, address engineering challenges such as data management and model training, and introduce data enrichment with reranking as a key solution. Attendees will gain crucial insights into the importance of hyperpersonalization in AI, the capabilities of Full RAG for advanced personalization, and strategies for managing complex data integrations for deploying cutting-edge AI solutions.
For the full video of this presentation, please visit: https://www.edge-ai-vision.com/2024/06/building-and-scaling-ai-applications-with-the-nx-ai-manager-a-presentation-from-network-optix/
Robin van Emden, Senior Director of Data Science at Network Optix, presents the “Building and Scaling AI Applications with the Nx AI Manager,” tutorial at the May 2024 Embedded Vision Summit.
In this presentation, van Emden covers the basics of scaling edge AI solutions using the Nx tool kit. He emphasizes the process of developing AI models and deploying them globally. He also showcases the conversion of AI models and the creation of effective edge AI pipelines, with a focus on pre-processing, model conversion, selecting the appropriate inference engine for the target hardware and post-processing.
van Emden shows how Nx can simplify the developer’s life and facilitate a rapid transition from concept to production-ready applications.He provides valuable insights into developing scalable and efficient edge AI solutions, with a strong focus on practical implementation.
Cosa hanno in comune un mattoncino Lego e la backdoor XZ?Speck&Tech
ABSTRACT: A prima vista, un mattoncino Lego e la backdoor XZ potrebbero avere in comune il fatto di essere entrambi blocchi di costruzione, o dipendenze di progetti creativi e software. La realtà è che un mattoncino Lego e il caso della backdoor XZ hanno molto di più di tutto ciò in comune.
Partecipate alla presentazione per immergervi in una storia di interoperabilità, standard e formati aperti, per poi discutere del ruolo importante che i contributori hanno in una comunità open source sostenibile.
BIO: Sostenitrice del software libero e dei formati standard e aperti. È stata un membro attivo dei progetti Fedora e openSUSE e ha co-fondato l'Associazione LibreItalia dove è stata coinvolta in diversi eventi, migrazioni e formazione relativi a LibreOffice. In precedenza ha lavorato a migrazioni e corsi di formazione su LibreOffice per diverse amministrazioni pubbliche e privati. Da gennaio 2020 lavora in SUSE come Software Release Engineer per Uyuni e SUSE Manager e quando non segue la sua passione per i computer e per Geeko coltiva la sua curiosità per l'astronomia (da cui deriva il suo nickname deneb_alpha).
Building Production Ready Search Pipelines with Spark and MilvusZilliz
Spark is the widely used ETL tool for processing, indexing and ingesting data to serving stack for search. Milvus is the production-ready open-source vector database. In this talk we will show how to use Spark to process unstructured data to extract vector representations, and push the vectors to Milvus vector database for search serving.
Sudheer Mechineni, Head of Application Frameworks, Standard Chartered Bank
Discover how Standard Chartered Bank harnessed the power of Neo4j to transform complex data access challenges into a dynamic, scalable graph database solution. This keynote will cover their journey from initial adoption to deploying a fully automated, enterprise-grade causal cluster, highlighting key strategies for modelling organisational changes and ensuring robust disaster recovery. Learn how these innovations have not only enhanced Standard Chartered Bank’s data infrastructure but also positioned them as pioneers in the banking sector’s adoption of graph technology.
UiPath Test Automation using UiPath Test Suite series, part 6DianaGray10
Welcome to UiPath Test Automation using UiPath Test Suite series part 6. In this session, we will cover Test Automation with generative AI and Open AI.
UiPath Test Automation with generative AI and Open AI webinar offers an in-depth exploration of leveraging cutting-edge technologies for test automation within the UiPath platform. Attendees will delve into the integration of generative AI, a test automation solution, with Open AI advanced natural language processing capabilities.
Throughout the session, participants will discover how this synergy empowers testers to automate repetitive tasks, enhance testing accuracy, and expedite the software testing life cycle. Topics covered include the seamless integration process, practical use cases, and the benefits of harnessing AI-driven automation for UiPath testing initiatives. By attending this webinar, testers, and automation professionals can gain valuable insights into harnessing the power of AI to optimize their test automation workflows within the UiPath ecosystem, ultimately driving efficiency and quality in software development processes.
What will you get from this session?
1. Insights into integrating generative AI.
2. Understanding how this integration enhances test automation within the UiPath platform
3. Practical demonstrations
4. Exploration of real-world use cases illustrating the benefits of AI-driven test automation for UiPath
Topics covered:
What is generative AI
Test Automation with generative AI and Open AI.
UiPath integration with generative AI
Speaker:
Deepak Rai, Automation Practice Lead, Boundaryless Group and UiPath MVP
UiPath Test Automation using UiPath Test Suite series, part 6
IW403 Records Management Improvements in SharePoint 2010
1. Clarity. Direction. Confidence.
RECORDS
MANAGEMENT
IMPROVEMENTS IN
SHAREPOINT 2010
John F. Holliday
SharePoint Architects, Inc.
www.SharePointArchitects.us
www.JohnHolliday.net
BEST PRACTICES CONFERENCE SHAREPOINT
2. About Me
Books
Professional SharePoint 2007 Development
Professional SharePoint 2007 Records
Management Development
Activities/Projects
SharePoint Server MVP, Developer, Consultant
CAML.NET Framework/CAML.NET IntelliSense
SharePoint Developer Network (@SPDEVNET)
SharePoint Heroes (sharepointheroes.com)
BEST PRACTICES CONFERENCE SHAREPOINT
3. Agenda
Review Records Management
Challenges in SharePoint 2007
Overview of Key RM Features in
SharePoint 2010
Understand the new “In Place”
Records Management features
Understand the 2010 Records Center
BEST PRACTICES CONFERENCE SHAREPOINT
4. Key Challenges for RM in MOSS
Declaring Records
How to identify documents as records
Protecting Records
How to control what happens to “records”
Developing File Plans
How to specify controls for many record types in one place
BEST PRACTICES CONFERENCE SHAREPOINT
5. Declaring Records
in MOSS 2007
“Declaration” = “Send to Repository”
Limited UX
“Send To…” link on ECB
1 Records Center per Farm
Complex Data Flow
Required coordination between source content type and target
routing type (record series)
BEST PRACTICES CONFERENCE SHAREPOINT
7. Protecting Records
in MOSS 2007
“Protection” = “Send to Repository”
Access control based on access to records center
Retention rules defined in separate policies for
records center (site collection)
BEST PRACTICES CONFERENCE SHAREPOINT
8. File Planning in MOSS 2007
“File Plan” = “Routing Table”
No Hierarchy, only DocLib folders
No metadata inheritance from folders
No ability to attach rules to folders
Except via custom folder content types
No ability to route to folders
Except with custom routers
BEST PRACTICES CONFERENCE SHAREPOINT
9. Key Features for RM in 2010
Document ID Service
Content Type Syndication
Centralized Taxonomy Management
Content Organizer for Routing
Hierarchical File Plans
Multi-Stage Retention Policies
“In Place” Record Declaration
New Features in 2010
BEST PRACTICES CONFERENCE SHAREPOINT
11. Document Identifiers
Every document can have a unique ID
Ability to reference documents by ID
Ability to move docs without breaking links
Scoped to Site Collection (docid feature)
Adds “Document ID” field to documents
Need to checkout/checkin existing docs to get an ID
Example DOCID reference:
http://<site collection url>/ _layouts/DocIdRedir.aspx?ID=<doc id>
Unique Document IDs
BEST PRACTICES CONFERENCE SHAREPOINT
13. Content Type Enhancements
Global Content Types
Available throughout the Farm
Can control how they are published
Can be used for content organizer rules
Important for Records Management
Consistent metadata across many sites
Content Type Syndication
BEST PRACTICES CONFERENCE SHAREPOINT
14. Centralized Taxonomy Management
(related to content types)
Features
Add new “Managed Metadata” column
Use centralized Term Store to create and manage “Term Sets”
Supports hierarchical taxonomies
Supports synonyms for terms
JAX == Jacksonville
Central Term Store
BEST PRACTICES CONFERENCE SHAREPOINT
16. New Concept:
Content Organizer
Records
Center
Property
= Value?
Folder
Incoming
Content
Documents
Type
Match?
Custom Library
Rules
BEST PRACTICES CONFERENCE SHAREPOINT
17. Content Organizer
Metadata-driven Routing
Automatically handles incoming records
(no need for custom router)
Target destination determined from metadata
(configured using rules)
Support for file plan hierarchy
Can target subfolders of destination library
Automatically applies policies associated with target location
Content Organizer
BEST PRACTICES CONFERENCE SHAREPOINT
20. Send to Site
Configure target sites in site settings
Target sites must have Content Organizer
feature activated
Select target sites in Content Organizer
Overcomes “single records repository” problem
Target sites can have their own routing rules
Content Organizer
BEST PRACTICES CONFERENCE SHAREPOINT
21. Folder Partitioning
Can pre-specify maximum number of items per container
Automatically create a new folder when
(n + 1)th item is added
Automatically notify user of new location with
hyperlink to the resulting URL
Can specify a custom naming scheme for new folders
added this way
“Items Uploaded After <date>”
Content Organizer
BEST PRACTICES CONFERENCE SHAREPOINT
22. Preserving Context
Can keep original audit entries and properties with the
document after it is routed
Easy to view “history” of original document
Easy to compare “state” of original document
Content Organizer
BEST PRACTICES CONFERENCE SHAREPOINT
23. Handling Duplicates
Can specify what to do if an incoming document has the
same name as an existing document
Create a new version
Append a unique identifier
Content Organizer
BEST PRACTICES CONFERENCE SHAREPOINT
24. Permissions
Designate users as “Rule Managers”
Need this permission to create and
edit organizer rules
Also requires Manage Web Site permission
Notified if documents remain in drop off library after rules
have been applied
Can specify how long before email is sent
Documents still in library after N days
Content Organizer
BEST PRACTICES CONFERENCE SHAREPOINT
25. Hierarchical File Plans
“File Plan” = “Content Organizer”
Routes documents based on metadata
“Hierarchy” = “Folder”
Can target folders from CO rules
Can be used anywhere
Not just in the Records Center
Content Organizer
BEST PRACTICES CONFERENCE SHAREPOINT
26. Content Organizer: Observations
Dealing with the Classification Issue
Records Managers like Taxonomies
End Users like Folksonomies
Managed Metadata to the rescue
Building a “classification pipeline”
“Funnel” documents towards proper declaration using a series of
content organizer rules attached to separate sites
BEST PRACTICES CONFERENCE SHAREPOINT
28. Document Retention
Implemented via Information Policy
Can be applied to any document
(not just records)
Perform actions at end of retention period
Actions can include record declaration
Document Retention
BEST PRACTICES CONFERENCE SHAREPOINT
29. Multi-Stage Retention
Missing from SP2007
Enables modeling of real-world scenarios
Stages are “activated” based on conditions
Stages can recur automatically until the
„next‟ stage is activated
Example:
Perform annual review of invoices (recurring),
then purge after 3 years
Document Retention
BEST PRACTICES CONFERENCE SHAREPOINT
31. Virtual Folders for e-Discovery
SharePoint 2007 Best Practice:
“Use Metadata, Not Folders”
SharePoint 2010 Best Practice:
“Use Folders, Inherit Metadata”
Virtual Folders provide support for
metadata-driven navigation
Easy to setup multiple “views” of a records center
independent of metadata used for routing &
classification
Virtual Folders
BEST PRACTICES CONFERENCE SHAREPOINT
32. In-Place Records Management
“Records Management for Active Documents”
– but what does it mean?
1. Special handling for declared records
Control over who can edit/delete records
Apply different retention policy for declared records
2. Programmatic control over record declaration
1. Declare records in response to a user action
2. Declare records from a workflow activity
BEST PRACTICES CONFERENCE SHAREPOINT
33. In-Place Records: Caveat
Cannot Utilize Location-Based Features:
Cannot assign records to file plan folders
Records don‟t actually “move”
Cannot inherit rules + permissions
from folder as specified by file plan
Cannot Invoke Content Organizer Rules
Cannot trap record declaration event to modify metadata or
move the record
BEST PRACTICES CONFERENCE SHAREPOINT
34. In-Place “Recordization” in General
“Manage In Place” in ECM literature
Ability to create and manage (file plan + retention rules + permissions) in
one place => EDRMS
Ability to create associations between EDRMS components and
individual documents or folders
Ability to apply EDRMS components to documents and folders (rules),
and lock them down without moving them
BEST PRACTICES CONFERENCE SHAREPOINT
35. In-Place RM Feature Activation
In-Place Records BEST PRACTICES CONFERENCE SHAREPOINT
38. Legal Holds
Tied to Search
New “Search and Add Holds” Page
Use search criteria to locate documents
Use search results to perform actions
Examples:
copy to a new location
mark as read only
Can be applied to any type of content
Can have multiple holds for a site
Use Excel to get holds report
Legal Holds
BEST PRACTICES CONFERENCE SHAREPOINT
39. Search and Add to Hold
Legal Holds
BEST PRACTICES CONFERENCE SHAREPOINT
40. Enhanced Reporting
Can use Excel to generate reports:
Documents declared as records
Documents associated with holds
Reporting
BEST PRACTICES CONFERENCE SHAREPOINT
41. Records Repository Scalability
No (technical) Need for External Storage
10s of Millions of documents in a single Records
Center
100s of Millions of documents in a distributed
repository
May still need an external storage solution to manage total
cost of ownership (TCO)
Records become less active over time
Makes sense to offload to less expensive media
Storage/Scalability
BEST PRACTICES CONFERENCE SHAREPOINT
42. Email Records Management
Designed for Exchange 2010
Integrated Email Archiving
Integrated Email Retention
Integrated Email Discovery
Can use Content Organizer for Email
Recommended only for Records Center
Avoid inconsistency/complexity
Avoid bottlenecks/bandwidth issues
Email Records
BEST PRACTICES CONFERENCE SHAREPOINT
43. Enabling Email Processing
From PowerShell
Enable-SPFeature –id EmailRouting
–url “<site url>”
Creates a separate list to receive emails
Assigns a unique email address
Creates a built-in content type for emails
“E-mail Submission”
Pre-defined fields common to emails
BEST PRACTICES CONFERENCE SHAREPOINT
44. Summary
SharePoint 2010 improves traditional RM by
providing better support for common tasks.
New features in SharePoint 2010 further enhance
the RM story by making it easier to organize
content and manage metadata.
In-Place records management means richer and
more intuitive UX for records managers and end
users.
BEST PRACTICES CONFERENCE SHAREPOINT
45. For More Information
Visit my blog:
www.SharePointArchitects.us/johnholliday
Thank you!
BEST PRACTICES CONFERENCE SHAREPOINT
Editor's Notes
Document identifiers are scoped to the site collection, and are enabled by activating the “docid” feature. This can be done either from the Site Settings page or by using a PowerShell command:PS> Enable-SPFeature id docid –url <site collection url>Enabling this feature adds a “Document ID” field to every document. For existing documents, you have to perform an action on the document (such as checkin or checkout) to have an identifier assigned. For new documents, the identifier is assigned on upload.The DocIdRedir.aspx page works even if the document is moved to a different library. It also works for document sets.
Add Managed Metadata column to a content type.Use the centralized Term Store to create and manage Term Sets.Example: Continents/Countries/States/Cities.Can create synonyms for terms: JAX=JacksonvilleSupports publish and subscribe through Content Type SyndicationExample:>> Setup a "hub" site collection to hold global content types>> Add site columns and content types based on them>> Configure the Managed Metadata service.Central Admin..Manage Service Applications...Managed Metadata Service....Properties.....Content Type hub: <site collection url>.....Report syndication import errors = checked....Consumes content types from the Content Type Gallery at...=checked>> Go to hub site collection>> Edit any content type(new menu item, "Manage Publishing...")select "Publish" and click OK>> force timer jobs to run.Central Admin..Monitoring...Timer Jobs -> Review Job Definitions....Content Type Hub job => "Run Now"....Content Type Subscriber job => "Run Now">> create a new site collection.site Settings=> see published content types
General purpose routing mechanism- Activate the Content Organizer feature- Only applies to "Document" content type or derivatives>> adds 2 menu items to Site Administration: Content Organizer Settings :: Turn routing on and offContent Organizer Rules:: Setup rules for routing documents>> scoped to Web>> creates a "Drop Off" library>> all uploads are placed into the drop off library (if configured)>> content organizer rules are applied by a timer job==> Good for use as a staging area for new documents until all required metadata has been added>> when a rule is added, content types are added to the droppoff library>> workflow can be attached to documents before they are routed, based on conditions (fulfilled by workflow activities, for example)>> approval can be applied before routing>> checkin/checkout of documents to modify metadata (documents are routed as soon as conditions are met, whether checked in or not)>> (optional) automatically notifies Rule Managers if documents remain after all rules have been applied. Can specify how long before notification is sent (documents still in library after N days)
Example: Setup a retention policy that declares expense reports as in-place records 3 months after they are created. Once declared as records, they can no longer be edited.
SharePoint 2007 folders provided no additional functionality without custom coding (think folders as content types with custom event receivers).SharePoint 2010 Virtual Folders make it easy to apply custom rules that define what the folder contains and then perform operations based on that definition.