KMA SharePoint Saturday Hartford ECM WCM2011
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This document provides an overview and summary of enterprise content management capabilities in SharePoint 2010. It discusses managed metadata and taxonomy administration for organizing content. Features covered include document and record management, versioning, approvals, digital media management, information lifecycle management, and planning for web content management. The presentation aims to demonstrate how these capabilities can be implemented and integrated together using SharePoint 2010 and its reference architecture.
KMA SharePoint Saturday Hartford ECM WCM2011
- 1. Content is King - Enterprise Content Management in SharePoint 2010SharePoint Saturday HartfordJanuary 29, 2011Chris McNulty
- 2. About MeWorking with SharePoint technologies since 2000/2001
- 3. Managing Practice Lead, KMA
- 4. 20 years consulting and financial services technology (Santander, John Hancock, GMO, State Street)
- 5. MBA in Investment Management from Boston College
- 6. Write and speak often on Microsoft IW technologies
- 7. Microsoft MCSE/MCTS/MSA/MVTSPAbout KMAFull-service IT consulting firm established in 1995
- 8. 29 employees: Partner, PM, Analyst, Developer, QA
- 10. Microsoft Gold Certified Partner / Working with SharePoint technologies since 2001
- 11. Specialties in
- 12. Collaboration: Portals, Communities, Content Management
- 13. Insight: Enterprise Search and Business Intelligence
- 14. Productivity: Forms and Office Client Customization, Mekko Graphics (ISV)I live outside Boston…
- 15. But I LOVE Connecticut…
- 16. AgendaSolution OverviewManaged Metadata – Keys to ECMECM – Enterprise Content ManagementVersioning and ApprovalsDrop-off libraryRecords Management – In Place vs. Records CenterDocument HoldDisposition and ILMWCMPlanning – Collaboration vs. PublishingMicrosoft Reference ArchitecturePutting it TogetherQ&A and Summary
- 17. Microsoft SharePoint Server 2010 … the bright frontierEastern Long Island, July 4, 2010
- 18. Enterprise Content Management “Sentence Structure”
- 19. What is metadata?Literally, “after data”In practical usage, it means data about dataFor SharePoint, it usually means data that describes or classifies:other data (lists) documents (libraries)
- 20. The bright frontier - 2010 Managed Metadata ServiceCentralized enterprise repository for tag hierarchies and keywordsPublish and subscribe model for distributed content types
- 21. Using MMS TaxonomyAdd from common buttonSelect from list tor type-aheadConsume from views, navigation, and search!
- 22. FolksonomyInformal list of ad-hoc tags or terms, usually built up over time through user defined keywordsCentrally stored in the MMS applicationEasily enabled option for all document librariesCan also be applied to content outside SharePoint
- 23. Social taggingTags are aggregated to each user’s profile pageTags have profile pagesTags can be “followed” just like people in SharePoint social nets
- 24. SearchTags are automatically crawled propertiesAll tags and terms are available as left hand “refinements”
- 25. MMS - Shared Service ApplicationsThe 2007 Shared Services Provider has been broken up. Each of its elements is now a Shared Service ApplicationMMS is also a Shared Service ApplicationRecords/librarians/IA can administer metadata without becoming farm admins
- 26. Taxonomy AdministrationCreating and managing terms and term setsAttaching to a libraryTaxonomy navigation
- 27. Taxonomy OperationsTerm sets can be copied, relocated, and reused from existing termsTerms can be copied, reused, merged, deprecated, etc.Keywords (folksonomy)can be moved into a managed term set or deleted
- 28. Content Type HubsDefine one master site collection to house master content typesPublish and synchronize across multiple farm and or site collections
- 29. demo
- 30. Make it easy for users to enter metadata and use itHierarchical taxonomy structureMetadata-drivennavigationCapture metadata in OfficeManaged Metadata
- 31. Enterprise Content ManagementContent AggregationApprovals and VersioningDrop-off Library & Content OrganizerDigital Media ManagementRecords Management & Records CenterIn Place vs. Records CenterHold and DiscoveryILM and Retention Policies
- 32. Enable employees to deliver value fast with Document SetsManaged as a single entityDifferent types of content itemsAggregation - Document Sets
- 33. Versioning and ApprovalClassic product functionsUser optionsInteractive approvalWorkflow approval
- 34. SharePoint ContentMake it easy for users to enter metadata and use itHierarchical taxonomy structureMetadata-drivennavigationCapture metadata in OfficePre-Beta screenshots, subject to change
- 35. Rules-based RoutingDrop-off Library and Content OrganizerMove content based on content typeMove content based on metadata and properties
- 36. Rich authoring and publishing for web and multi-media contentMicrosoft Confidential, Prototype OnlyStreaming video on web pagesRibbon menu for media contentDigital-Asset ManagementPre-Beta screenshots, subject to changeDigital Media Content Management
- 37. demo
- 38. Declare a record in a team siteLocation-based policiesMulti-stage disposition policiesEnterprise Records Management
- 39. Records Management and HoldsIn place vs. Records CenterEnablementsSite Collection Feature “In Place Records Management”Records Center – Custom Site CollectionHold and eDiscovery Site FeatureCustom Send To Actions (Cent. Admin)Move, Copy, Move and Leave Link
- 40. Information Lifecycle ManagementDefault behavior is defined for Content Types (MMS)Redefine (override) at library/folder levelRich array of functions and custom workflow
- 41. demo
- 42. Web Content ManagementDecide on your paradigm – publishing vs. collaborationBusiness case – page creation by ownersEdit and approve in placeOptional - deployment paths
- 43. WCM and Migration – Planning and Architecture
- 44. All together now
- 45. ECM Cheat Sheet
- 47. SharePoint 2010 site: http://sharepoint.microsoft.com
- 48. SharePoint Team Blog: http://blogs.msdn.com/sharepoint/default.aspx
- 49. From KMAWebinars, white papers and blogs at www.kma-llc.net
- 50. Prizes
- 51. Questions?
- 52. EvaluationsNext StepsFeb 2011 SPTechCon San Francisco (Admin & BI)Feb 2011 SPS San Diego (Managed Metadata & BI)Mar 2011 SPS Redmond (MMS)Mar 2011 Boston SPUser Group (BI with our next speaker, Sadie Van Buren)April 2011 SPS BostonJune 2011 SPTechCon Boston (MMS & BI)Stay Tuned for @sadalit !
- 53. Thank you…Contact DetailsEmail [email protected] http://blogs.kma-llc.net/microknowledgeTwitter: http://twitter.com/cmcnulty2000LinkedIn:http://www.linkedin.com/in/cmcnulty
- 54. Next: Sadie Van BurenProject Manager and Business Analyst focusing on SharePoint
- 55. Working with SharePoint since beta 2003 version
- 56. Over 40 SharePoint implementations
- 57. Microsoft Certified Technology Specialist Presenting: Assess Your SharePoint Maturity With The SharePoint Maturity ModelConsulting Manager, Burntsand
Editor's Notes
- #20: Use of tags and metadataUser is prompted to enter data (on right)Left hand side is showing navigation via metadata or taxonomy tree
- #22: Doc sets adds cap to bundle together types of content as a single entityAdd metadata to doc setAdd policy to doc set
- #24: Use of tags and metadataUser is prompted to enter data (on right)Left hand side is showing navigation via metadata or taxonomy tree
- #26: 1) Media is more native2) Shows streaming of video3) OOB media webpart
- #28: More users are now part of the RM scenarioDeclare rec in team siteDisp pol is broken down in to stagesCreateArchiveElimination