Solve Todays Problems with 10 New SharePoint 2010 Features
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This document summarizes 10 new features in SharePoint 2010 that help solve problems organizations face today. It discusses features like unique document IDs, managed metadata, metadata navigation, content type hubs, unattached database recovery, new object models, and business connectivity services. For each feature, it provides a brief description of what it does, how it works, and why the feature was needed to address challenges in previous versions of SharePoint. It also includes information on requirements and best practices for upgrading to SharePoint 2010.
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Solve Todays Problems with 10 New SharePoint 2010 Features
- 1. Solving Today’s Problems with 10 New SharePoint 2010 FeaturesCory Peters - Chief SharePoint ArchitectEastridge Technology, Inc.MCTS, MCPDblog: corypeters.netemail: [email protected]
- 2. About MeChief SharePoint Architect at Eastridge Technology, Inc.Tech GeekWorking with SharePoint since Portal Server 2003Graduated from NCSUWorked with all aspects of SharePoint includingArchitectureAdministrationImplementationDevelopmentBranding
- 3. About You
- 4. AgendaHow We Got Here10 New Features in 2010 That Solve Todays ProblemsWhat? How? Why?Upgrading to 2010Questions
- 5. How We Got Here
- 8. What It DoesCreates a Unique ID for every document within the Site CollectionUnique IDPOLICY-6-708Unique URLhttp://siteurl/_layouts/DocIdRedir.aspx?ID=POLICY-6-708IDs can be inserted into documents
- 9. How It Works - DemoActivate “Document ID Service” at the Site Collection LevelTwo Timer JobsDocument ID enable/disable jobDocument ID assignment jobEvent HandlersHandle setting the Document ID during authoring of documents
- 10. Why We Needed ItAnother check box to see SharePoint on it’s way to becoming a true DMSPretty close to a “Permalink” solutionMay be able to eliminate dependency on third party solutions
- 12. What It DoesGlobal Taxonomy and Folksonomy managementNavigate large libraries of documentsHuge pain point previously to configure views or simply page through thousands of documents
- 13. How It Works - DemoNew service added to Central AdministrationTerm Store Management Tool available through Central Administration, can also surface management through site collectionGroups – Can have managers and contributorsTerm Sets – User suggestions, user submissionsTermMultilingual, Custom sort order, Change management
- 18. Why We Needed ItPractical support for larger lists/librariesTop down AND bottom up taxonomy approachSocial interaction with contentUser suggestionsUser submissionsGlobal management of the metadata
- 20. What It DoesProvides an interface for navigating very large document libraries.
- 21. How It Works - DemoTwo Types of NavigatorsMetadata NavigatorContent Type, Single-valued Choice field, Managed Metadata FieldFilter NavigatorContent Type, choice Field, Managed Metadata Field, Person or Group Field, Date and Time Field, Number Field
- 23. Why We Needed ItFolders are not scalable (260 character limit, does not provide searchable metadata, etc)New Boundaries30 Million Items per List5,000 Items per ViewUsers want list based searching that doesn’t require a crawl to runNeed to demonstrate value of metadata to users
- 24. Content Type Hub
- 25. What It DoesPublishes content types from a source site collection to a destination site collectionKeeps content types in sync using SharePoint timer jobs
- 26. How It WorksConnected to the Managed Metadata ServiceConfigure the Hub URLTurn on Content Type consumptionTimer JobsContent Type HubContent Type SubscriberContent Types are marked for publishing
- 30. Why We Needed ItManagement of content types is tough!Easy to manage with feature deployed content typesVery hard to manage through the user interface
- 32. What It DoesThree ModesBackup Site CollectionExport SiteExport ListCan optionally export security and version information
- 33. How It Works - DemoRestore from backup to new databaseBrowse through central administration and export listImport using PowerShellImport-SPWeb
- 34. Why We Needed ItRecycle bin is great for 99.7% of issues but what happens when a user deletes a list or a site?Remove the requirement for a restore environmentRestoring content was cumbersome and slow
- 36. What It DoesThree new object model interfaces.Net CLR (Windows forms, Console apps, etc)SilverlightJavascript
- 37. How It Works - Examples
- 41. Why We Needed ItBuild less custom web services on top of SharePointRicher, quicker to develop desktop / office integrated tools for working with SharePointRapid developmentDevelopers may not need SharePoint installed locally for specific kinds of development
- 43. What It DoesSave To SharePointSharePoint SitesWorkspace IntegrationEasy way to get documents into SharePoint rather than saving locally and performing an upload.
- 49. Why We Needed It1 too many steps to get documents into SharePointAvoid the middle manEasier to use drag and drop functionality from windows explorer
- 51. What It DoesRefinements (Facets)Automated list of refinements based on resultsFAST SearchDocument Previews“Entity Extractors” – Pull data from external systems
- 53. Why We Needed ItMetadata more important with refinementsProvides the user with a more focused query for finding their documents fasterFASTEntity extraction allows for metadata to be pulled from the document or from systems outside of SharePointRefinements are extensible
- 54. In Place Record Management
- 55. What It Does“In Place” Records ManagementDeclare as RecordSingle or BulkMulti Stage Retention PoliciesHolds and Hold ExemptioneDiscovery
- 59. Why We Needed itEasier for users to declare recordsRecords can expire in-place to simplify storage requirementsBetter support for complex retention policiesIncremental expirationEx: After 1 year delete previous versions, after 7 years delete record
- 61. What It DoesBrings Line of Business data into SharePointCreate Connections with SharePoint DesignerFull Read / Write / Update / Delete SupportLooks and Feels like a SharePoint ListInfoPath IntegrationOffline Support
- 62. How It Works - Demo
- 66. Why We Needed ItSharePoint truly becomes the “Portal” to your company provided views into every other systems dataApplications include surfacing information fromMatter Management SystemAccounting SystemEmployee DatabaseCRM Systemetc
- 67. Upgrading
- 68. Server Side RequirementsSharePoint Servers (WFE, Index, Query, etc)Windows Server 2008 R2 x64Windows Server 2008 SP2 x64Database ServersSQL Server 2005 SP3 + KB967909 x64SQL Server 2008 SP1 + KB970315 x64Development EnvironmentsSupports Windows 7
- 70. Client Side RequirementsLevel 1 BrowsersIE7, IE8 32bitFirefox 3.5 on WindowsLevel 2 BrowsersIE7, IE8 64bitFirefox 3.5 on Unix/Linux 8.1Safari 4.x and Firefox 3.5 on OS X Snow LeopardIE6 Not Supported!
- 71. Preparing to UpgradeNot SupportedWindows Server 2003SQL 2000Internet Explorer 6Check Hardware ReadinessCheck Software VersionsBrowser Chaos
- 72. Pre-upgrade CheckSP2 October 2009 CUPreupgradecheckServer infoFarm infoUpgrade types supportedSite templates, features, language packs, aamurlsOSDatabase schemaOrphansInvalid settings / missing files
- 73. Questions?Our PartnersSoftware Services for Customer SuccessStay Connectedhttp://www.eastridge.nethttp://facebook.com/#!/EastridgeTechnologyhttp://twitter.com/eastridgetech
Editor's Notes
- #4: Developers, Administrators, Designers, End Users2007, WSS, 2010
- #6: 2003 – Visionary + Leader
- #62: Allows you to connect to external data and manipulate that data in SharePoint.What were talking about:HR can log into SharePoint open the “Employees” list modify a record. Update someones last name and that update is immediately synchronized in source of record. (Employee database) Additionally that employee record is available inside of Outlook as a contact and can be fully read/edit in outlook as well.