This document provides an overview of key features of Enterprise Content Management (ECM) in SharePoint, including taxonomy (managed metadata), document sets, document ID, and in place record management. It defines ECM as a formalized means of organizing and storing an organization's documents and content related to its processes. It describes taxonomy as allowing the creation of a hierarchical collection of centrally managed terms that can be used as attributes for items to provide consistent tagging. Document sets are described as allowing documents to be treated as a single entity or individually. Document ID provides each document a unique identifier. In place record management allows records to be declared and padlocked in the library they were created in.

2. My Self
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User Group Leader of SharePoint Techies

3. A Real scenario

4. My
What Next documents
Submit my
documents
Got Form into
Department

5. Signed
Signed from
Admission process…
from
Administration
Library
Submit the form
back in to the
department Signed from
Semester Cell

6. Attach the
Another Scenario
Fills the E-Form
documents

7. What does that system required
Custom Application
Developers
Complex Architecture
IT Experts, Professional to use that
system

8. SharePoint 2010
Ribbon UI
Business Connectivity Services SharePoint Workspace
InfoPath Form Services SharePoint Mobile
External Lists Office Client and Office Web App Integration
Workflow Standards Support
SharePoint Designer
Visual Studio
API Enhancements
REST/ATOM/RSS Tagging, Tag Cloud, Ratings
Social Bookmarking
Blogs and Wikis
My Sites
Activity Feeds
PerformancePoint Services Profiles and Expertise
Excel Services Org Browser
Chart Web Part
Visio Services
Web Analytics
SQL Server Integration
Enterprise Content Types
PowerPivot
Metadata and Navigation
Document Sets
Multi-stage Disposition
Social Relevance Audio and Video Content Types
Phonetic Search Remote Blob Storage
Navigation List Enhancements
FAST Integration
Enhanced Pipeline

9. Enterprise Content
Management
 Wiki Definition
Enterprise Content
Management (ECM) is a formalized
means of organizing and storing an
organization's documents, and
other content, that relate to the
organization's processes.

10. Enterprise Content
Management
 Key Features
 Taxonomy (Managed Meta Data)
 Document Sets
 Document ID
 In Place Record Management

11. Problem
Go and find the year
1900 audit report Where to start
or ….

12. Taxonomy (Managed Meta
Data) Term
 Allows creation of hierarchical collection of Sets
centrally managed “Terms”. You define and
then use as attributes for items
 E.g. Terms Store -> Groups (Rock Share) ->
Terms Set(Finance) -> Term (Deposit)
 Provides a centralized store of words and
phrases
 Allows sharing of metadata across multiple
site collections
 Provides a centralized store of words and
phrases
 Allows sharing of metadata across multiple
site collections
 Consistent tagging

13. Taxonomy (Managed Meta
Data)
Demo

14. Documents Sets
 Documents within a set can be treated
as a single entity
 All documents in a set can be treated
like individual files
 A set can be downloaded as a zip file
 A set can be moved to a location based
on metadata

15. Documents Sets
Demo

16. Document ID
 Each document has a unique identifier
 Unique throughout the site collection
 The document contains a link that is not
location specific
Document ID

17. In Place Record
Management
 Allows Records to be declared in the
Document Library in which they were
created
 Documents are padlocked after record is
declared
 Will use retention and disposal policy of
library • In Place Record

18. Thank you