ECM Deep Dive

1. ECM Deep Dive Tim Baggs, Microsoft Corp.

2. The changing face of ECM

3. ECM for the Masses

4. ECM Tenets: 3 �E�s

5. Before We Get Started �Define Some Terms Taxonomy - Hierarchy, synonyms, descriptions, and translations Folksonomy - Informal flat list of adhoc values Term Store - DB that contains one or more taxonomies available as a ?Shared Service� Term - Node in the taxonomy with a unique ID and many text labels Tagging - Applying metadata to an item (authoritative or social) Keywords - ?Not just a text string� ? Hub - A site collection designated as a ?source� from which we share content types through out the enterprise Content Type Syndication - Publishing, sharing, pushing one or more content types across site collection, Web App., and farm boundaries

6. Applying Metadata demo

7. Managed Metadata Column Type

8. Managed Metadata Column Type demo

9. Term Store Management Tool

10. Term Store Management Tool

11. ?Term Store�

12. Term Management Tool demo

13. SP 2007 DM Recap Repository services (adjustable) Recycle Bin Check-in/out Major/minor versioning (with trimming) Item-level permissions Content Types Policy per Content Type Workflow Document libraries offline in Outlook

14. Document Center:Scenario Overview Content Reasonably large number of documents (500-1M+) Active � still being Authored AND Consumed Typical examples RFP response library for a global sales force Spec library for and engineering team Brand image repository for a marketing team Contracts Consulting engagements Management Usually has a �content steward� defining the library structure, metadata, templates, business process, etc. Note: Nothing you can�t do in a team collab site!

15. Document Center demo

16. Document Center:Feature Review Tag cross farm with shared hierarchal taxonomies and types automatically with location based metadata defaults Discover with metadata based navigation in client and server with location based view definitions the best content with Ratings the latest version with Unique Document IDs repositories with ties to Office Client New/Open/Save Manage with Metadata based content organizer with Multi-stage retention policies with Location/Folder based policies

17. SharePoint 2010: Smart RM Key tenants of RM in the 2010 release

18. The SharePoint RM Feature Set

19. Records Management demo

20. Workflow and Records

21. New object to manage work products made up of multiple documents Think Folder++ Key Scenarios Tight collection of documents A sales proposal that includes documents (proposal), spreadsheets (quotation), and presentations Heterogeneous file types not usually assembled Compound documents A user manual that is an assembled roll-up of separate sections Document Set Features Shared Metadata Customized welcome page Default documents added Version capture Workflows Portability (download/upload/send to record center) Document Sets:Scenario Overview

22. Document Sets demo

23. Content Type Syndication

24. Content Type Syndication

25. ?Content Type Syndication � How it Works�

26. Content Type Publishing Site Settings? Galleries demo

27. Manage the Unmanaged Most organizations have File Servers and SharePoint to meet core requirements Bring platforms together Take control of your file servers Define what goes where Migrate content as required Define an ongoing strategy

28. File Server Coexistence demo Windows Server 2008 R2 File Classification Infrastructure (FCI)

33. SharePoint 2007 High scale libraries require careful planning and management SharePoint 2010 End user features for high scale Ex: Metadata pivots, key filters, content organizer Server automatically �does the right thing� for high scale Compound Index support Automatic index management Query throttling w/ fallback SharePoint 2010 Scale Targets 1 million items in a folder 10�s of millions of items in a single library 100�s of millions of items in large archive scenarios Scale