Welcome to the Minnesota SharePoint User Group

1. Welcome to the Minnesota SharePoint User Group

2. Agenda • Quick Intro • Announcements and News • Document Management • Content Types • Records Management • Q&A

3. User Group Goal / Objectives • Develop and support a local community focused on Microsoft SharePoint Technologies • Educate user group members about SharePoint Technologies • Transfer knowledge within the community • Communicate best practices • Introduce new products / solutions

4. Introductions – MNSPUG Sponsors • Inetium (www.inetium.com) • Twin Cites based Microsoft consulting company • Microsoft Gold Certified Partner • Practice Area focused on Information Worker Technologies • New Horizons – Minnesota (www.newhorizonsmn.com) • Microsoft Gold Certified Partner • Training on many technologies • Microsoft (www.microsoft.com) • I’m guessing you’ve heard of them

5. www.sharepointmn.com • Website for user group • SharePoint resource documents • SharePoint resource websites links • RSS Feeds • Meeting Schedule • Past User Group Presentations • Watch for changes soon! V3…? www.sharepointmn.com

6. News and Announcements • Public preview release of 2007 Microsoft Office System • Server and client applications available for download (requires registration) • More info at: http://www.microsoft.com/office/preview/default.mspx • Tech Ed (now – June 16th) • Watch the web for updates!

7. Upcoming Schedule • Next Meeting • July 12th 9:00 AM to 11:00 AM • Microsoft’s Bloomington Office • Topics: • Business Process (workflow) / Digital Forms • Ongoing Schedule • 2nd Wednesday of every month • 9:00 to 11:00 am • Microsoft’s Bloomington Office

8. Business Intelligence Collaboration Content Management Portal SharePoint 2007 – Key Microsoft Investment Areas • Business Intelligence • Collaboration • Search • Business Forms / Processes • Portals • Content Management Platform Services BusinessForms Workspaces, Mgmt, Security, Storage, Topology, Site Model Content Management Search

9. Document and Records Management • Document Management • Document library features • Site Templates • Document Workflow • Integration with Office • Content types • Records Management -- Process of collecting, managing, and disposing of corporate records • Policies • Retention Schedules • Auditing • Records Repository site template

10. Document Management in SharePoint Server 2007

11. Document Library • Check-in, check-out • File Versioning • Major and Minor • Limit version retention • Require content approval • Draft Item Security • Require Checkout • Document approval/publishing

12. Document Library • Exchange integration to support Emailing a document library • Advanced Settings • Browser-enabled documents • Custom Send-To • Folders • RSS Settings • Indexed Columns • Views  create from existing

13. Client Interaction • Information Bar • Customizable in InfoPath • Connect to Outlook

14. Site and List Templates • Document Workspace - WSS • Document Center – MOSS • Translation Management Library - MOSS

15. Out of the Box Workflows • All Document Libraries • Approval • Collect Feedback • Collect Signatures • Disposition Approval • List-specific • Translation Management • Issue Tracking

16. Content Types inSharePoint Server 2007

17. What We’ll Cover General Definition / Example Benefits Management Settings Columns / Metadata Usage Demo

18. Definition • Enables centralized management and organization of reusable metadata and behavior • Applies to all list items / documents • Defines: • General Settings • Metadata / columns • Workflow • Policy

19. Examples (out-of-the-box) Issue Task Announcement Base Document Dublin Core …

20. An Analogy… • Can = Base Content Type • Defines Required Metadata • Ingredients, Name, Description, Mfg • Defines Auditing (Where has it been?) • Can of Fruit – Inherits Can Content Type • Defines Fruit Expiration Policy • Defines a Template (Label Wrapper) • Can of Soup – Inherits Can Content Type • Defines Soup Expiration Policy • Introduces Workflow (How to make it) • Defines a Template (Label Wrapper)

21. Benefits Centrally Managed Enforcement Content Type Inheritance Aggregation

22. Management Top-level site gallery Child sites inherit parent gallery Organized in groups Add / Edit / Delete

23. Settings Derive from Item or Document Name / Description / Group Template Document Information Panel Workflow

24. Settings • Policy • Labels • Auditing • Expiration • Conversions • Barcodes • Document Conversions

25. Columns Site Columns New Column Types

26. Usage • Document Libraries / Lists • Enable Multiple Content Types • Content By Query Web Part • Search

27. Content Type Demo

28. Records Management Send to Menu Policies Records Repository Auditing Managed Email Folders

29. Send To Menu

30. Send To Menu • Quick destination actions on items • Default Options • Email a Link • Create Document Workspace • Download a Copy • Other Location • Document Library specific location • Customizable • Used for Record Repository

31. Send To Menu – Copying Around

32. Policies

33. Policies • Rules applied to items (Lists and Documents) • Default Types • Labels • Auditing • Expiration • Form Conversion for Archiving • Barcodes • Customizable

34. Policies DemoApplying to a Document Library

35. Record Repository

36. Record Repository Centralized store for items that should be retained Out of the box site template for Records Repository Store and Add Metadata Set up Auditing and Retention Policies Allows ‘Holds’ to be placed

37. Repository Management • One Repository Per Site Collection • Repository Link set in Central Admin • Routing table in Repository Site • Manage Policies on Content • ‘Hold’ expiring items

38. Repository Creation

39. Repository Routing • Put documents in the appropriate location • Can have many Document Libraries • Default route for documents with unmatched criteria • Assign additional Metadata

40. Repository DemoSending a Document

41. Auditing

42. Auditing Management • Viewable under the site collection • Excel based view • Can create custom reports

45. Managed Mail Folders

46. Managed Mail Folders • Hooks into Exchange 2007 and Outlook 2007 • Folders deployed to Users • Each folder has a policy • Ties back to Record Repository

49. Resources • Workflows: • http://blogs.msdn.com/sharepoint/archive/2006/06/07/621210.aspx • 2007 Microsoft Office System Preview: • http://www.microsoft.com/office/preview • Inetium Blogs • http://blogs.inetium.com

50. Thanks for coming!