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TRANSCRIPT
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Business Document Management with SharePointRaimund WasnerManaging Director, Kollabria
SPC197
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SharePoint as a Platform
SharePoint for Business Seminar Series
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Collaborative Enterprise ComputingThe next step in information managementTechnologies that goes beyond file systemsTechnologies that enables productive user interaction with files and data
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How many pages long is the SharePoint 2010 “manual”?
a. 100 pagesb. 500 pagesc. 1,000 pagesd. 10,000 pages
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“SharePoint is a general purpose platform for connecting people with information”
Steve Ballmer, Microsoft
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Client/Server Computing
Server
Applications
Computing PC
Fat Applicatio
n
File Server
Application Server
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Shift in Information Management
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Internet
Server
Application
s
Computing
PC
Fat
Application
File Server
Applicatio
n Server
Browser
Websites
Ap
pl
ic
at
io
ns
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Internet-ify your Stuff…
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Intranet
Server
Applications
Computing PC
Fat Applicatio
n
File Server Application Server
Browser
SharePoint
Sites Sites Sites
Applications
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What does the SharePoint Platform do?
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SharePointContent
Model
Integration
Layer
Workflow
Search
Site/App
Site
Site
Site
Surface Information
CreateApplications
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SharePoint as an Application….
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SharePoint as an Application….
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SharePoint is the Mirror of Erised
SharePoint
Developer
User Administrator
Business
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Business
Operating
System
Developer
User Administrator
Business
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SharePoint Catch 22
SBP STAUser Needs
Business Requirements
Applications
Servers
Technology
Infrastructure
D A S F B
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Document Management with SharePoint
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Kinds of Document ManagementManaging documents for the sake of managing documentsSpecific Application dedicated to that job
Important DocumentsRegulated Documents
Managing documents as part of a your jobCollaborateStoreProcessEtc..
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The Primary Rules of Document ManagementHow will I find itHow will I control itHow will I preserve itHow will I route itHow will I govern it
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© 2012 Kollabria All Rights Reserved
• Lists & Libraries• Content Types
• Document Sets• Metadata• Web Parts• Security
• Search & Search Controls
• Site Collections• Global
• SharePoint Designer
• Dashboard Designer• Visio Premium• Silverlight
• Business Connectivity• Content Organizer• Managed Metadata• Workflow• Records Management• Social Computing
Global Entities
Search
Add-On Utilities
Transparent Utilities
Kollabria SharePoint Configuration Wheel
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Tools for document control
Use Global Entities to
Move Content
from Repository
to Site
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Lists & Libraries
Content Types• D
ocument Sets
Metadata
Web Parts
Security
End User Site/Application
SharePoint Repository
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Content Types
• All SharePoint content is placed in Content Types
• Classification & Data Organization
• Content Syndication across enterprise
• Combination of object and index
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Types of Content Types
• Site Content Type• Managed at the Site Collection, Site, or Content Hub• The ‘parent’ of list content types• Scope limited only by its point of origin
• List Content Type• Managed entirely at the List/Library level• The ‘child’ of site content types• Scope limited to a particular list
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Finance
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Vendor Invoices
Finance
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• Remaining Steps• Apply content type columns to library• Adjust library “views” and sort order
It helps to have a plan…
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Total Document Management with SharePoint
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Extend your Document Management Framework to Paper Documents
PaperVision Capture Desktop- At every scanning desktop- Does not require a server- Fully featured- Easily configured and administrated- Simple to use
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• Real World Plan• Realize that you are allowing users to build applications not sites• Determine content types (document types in advance)• Create enterprise content hub • Determine key metadata requirements (columns for each)• Determine workflows• Determine records polices• Determine views and library function• Build all of the above into “create new library’• Allow admins to build and extend• Implement document scanning at the desktop for total document
management
What to do in the real world…
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Evaluate this session now on MySPC using your laptop or mobile device: http://myspc.sharepointconference.com
MySPC
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© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
Thank You!