While MOSS 2007 introduced content and document management capabilities, it was restricted by a number of missing key features that one would expect to see in an Enterprise solution. In this session you will learn about new features introduced in SharePoint 2010 and discover how you can use these tools to develop a cohesive strategy to bring together traditional content management, document and records management and social computing.

1. SharePoint 2010 –
Enterprise Content Management
Features
Deep Dive Workshop
Wednesday 18th November 2009
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2. Agenda
• Architecture
• Document Management
• Records Management
• Office Integration
• Designing a Solution
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3. Architecture and ECM
• Effect of Architecture Changes on Scalability?
– 1 Million documents in a folder, list view
– Millions of documents in a library
– Terabytes in a farm
– More effective storage options – manage data where
it is cheapest to do so
• Effect on Design of ECM Solutions?
– Removes design considerations around document libraries in a site
– No need to worry about the Windows Explorer view
breaking a design
– You can design once and apply to many
– Different technical governance considerations
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4. A New Architecture
No SSP, now “SharePoint Web Services”
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5. A New Architecture
Enables Cross Farm Management of Key aspects of ECM
• http://technet.microsoft.com/en-us/sharepoint/ee518664.aspx
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6. Metadata Architecture
• What is Metadata?
– Literally, Data about Data
• Why is it Important?
– “No Metadata no Portal!”
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7. The Managed Metadata Service
• The Managed Metadata Service:
– Allows you to create more than one service – i.e.: a corporate service, or a legal
department service
– Is effectively a term store of words and phrases
– Will allow the sharing metadata taxonomies and terms across multiple SharePoint
webs and site collections
– Is available to the whole Enterprise SharePoint environment
– Can be easily leveraged across other Office applications – i.e.: to tag email
– Could be extended to be a “meta repository” for other applications – provides
consistent descriptive information across your organisation
– Managed terms – hierarchy or predefined terms
– Managed keywords – Free text words or phrases used where appropriate
http://msdn.microsoft.com/en-us/library/ee559337(office.14).aspx
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8. The Content Type Service
• The Content Type Hub:
– Is a new service that allows enterprise level management of content types
– In 2007, Content types were restricted to Site collections, this is no longer the
case
– Content types can be connected to web applications through the Managed
Metadata service interface
– Granular configuration over consummation of services – publish, un-publish,
republish
http://www.chakkaradeep.com/post/2009/11/03/SharePoint-2010-Content-Type-Hubs-e28093-Publish-and-
Subscribe-to-Content-Types.aspx
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9. Web Content Management in SharePoint (Internet)
• Was not a focus of the MOSS 2007 Platform
• Is a significant focus of the 2010 Platform
– SharePoint Server 2010 for Internet Sites, Enterprise For organizations looking to create
scalable customer-facing Internet websites or private secure extranet sites using the full
Enterprise capabilities of SharePoint Server 2010.
– SharePoint Server 2010 for Internet Sites, Standard For small and mid-sized
organizations looking to create public Internet sites or basic extranets using the Standard
features of SharePoint Server 2010
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10. WCM Features
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11. WCM Features
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12. WCM Features
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13. WCM Features
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14. Workflow
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15. Other Key WCM Features
• Ratings (but will not work anonymously)
• Comments and user feedback
• Wiki based editing pages – not restrictive templates
• Choice of (configurable) WYSIWYG editors
• Tag clouds
• Versions still on a page by page basis – no whole site versioning
• Web parts will be versioned along with the page
• CMIS – Vendor agreed standard to allow interoperability
• W3C compliant code XHTML
• IE 6 is not supported (move towards compliant browser standards)
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16. Key Features in 2010
• Document ID’s
• Document Sets
• Managed Metadata
• Folders
• Content Type Hub
• Content Organiser
• Content Query
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17. Document ID Service
• DID is a service
• ID follows “document”
• Can be turned on or off
• Action must be taken to
force ID (timer job etc)
• Can be commenced from
a preset string and force reset
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18. Document Sets
• Are a “Feature” within a Site Collection
• Are a content type – can have rules applied to them as per
any Content Type
• Documents within a set can be treated as a single entity
• All documents in a set can be treated like individual files
• A set can be downloaded as a zip file
• A set can be moved to a location based on metadata
• Each set has an ID as does each document in the set!
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19. Document Sets
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20. Managed Metadata, Folders, Content Types
• Inferred metadata based on a number of parameters (such
as location, content type etc)
• Provides ability to populate multiple values from a lookup to
a single list
• Provides a new “managed metadata” column type
• Allows the ability edit “Item” and “Document”
• Folders now act as true parents to any children of it
• You can still hide folders from views
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21. Content Organiser & Content Query (CQWP)
• Effectively enables rules based submission and filing
• A “Feature” of a Site Collection
• Creates a “Drop Off” document library
• User can be redirected to this library on upload or allowed
to ignore drop off rules and upload
• Priority, content types, conditions, target location, send to
another site, create subfolders and more
• Use the enhanced CQWP to surface back to the user
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22. Key Features
• Revamped Records Centre
• In Place Records Management
• Library and folder based retention
• Ability to create and manage central File Plan
• eDiscovery and Hold
• Multi-stage Retention Policies
• Compliance details UI
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23. New Records Centre UI
• Far “Cleaner” UI out of the box
• Easy to submit a
Record
• Can search for
Document ID’s
• For RM folks
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24. “In Place” Management
• Allows Records to be declared in the Document Library in
which they were created
• Documents are padlocked after record is declared
• Will use retention and disposal policy of library
• Does not appear to use RM File Plan – not the same as
“Manage in Place”
• “True RM” only happens once document is declared and
moved
• Automatic or manual declaration
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25. e-Discovery, Holds, Compliance Checking
• Search consistently across all sites
• Sites contain settings to allow for granular holds and
discovery
• Keywords and rules for hold and discovery at the site
level – so even a blog entry is discoverable
• Compliance settings can be viewed per document
• Increased auditing events
• New event handlers
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26. Backstage
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27. Managed Metadata in Office
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28. Workspace
• Allows desktop client for offline / online desktop
interaction
• Stores and manages documents and list data
• Does not manage page data (apparently One Note will
do this)
• Only works on Windows platform (Sorry Mac folks)
• Unlikely to be in anything other than high level Office
packages
• But..it is the branding of a package that SharePoint
needed to complete a gap in capability
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29. Building Solutions
• So what can all these features do for your solution?
• Less coding required if thought is given to
architecture up front
• More need for training (“where has my document
gone”)
• Supports Portal – “store once, reuse many”
• Negates need for links, through the use of queries
and metadata
• Think outside “web pages” and documents
• Think outside “1 navigation” – think “slice and dice”
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30. Building Solutions – Determine Goals
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31. Building Solutions – High Level Structure
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32. Building Solutions – Add Detail; Use the Features!
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33. Building Solutions – Add Detail; Use the Features!
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34. © 2009 Velrada Capital Pty Ltd . All rights reserved.
The information herein is for informational purposes only and represents the current view of Velrada Capital as of the date of this presentation. Velrada Capital cannot guarantee the
accuracy of any information provided after the date of this presentation. VELRADA CAPITAL MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS
PRESENTATION.