SharePoint, Xylos, Document Management, Unique ID,

1. Document Management
The Next Level
SharePoint 2010
Steven Moens

3. Agenda
 MOSS 2007 Recap
 SharePoint 2010

4. MOSS 2007 Recap
 Versioning
 Check-in/out
 Recycle Bin
 Content Types
 Security
 Workflows
 Content Approval

5. Demo
 SharePoint 2010:
 Document Library
 Versioning
 Add content
 Integration with Office 2010

6. Agenda
 MOSS 2007 Recap
 SharePoint 2010
 Managed Metadata

7. Managed Metadata
 What is Managed Metadata?
A hierarchical collection of centrally managed
terms that you can define and then use as
attributes for items in Microsoft SharePoint Server
2010.
(Source: Microsoft Technet)

8. Managed Metadata
 Use metadata for:
 Search
 Navigation
 Types of metadata
 Taxonomies vs Folksonomies
 Tagging content with metadata:
 Web browser
 Office clients
 Custom applications

9. Managed Metadata Service

10. Managed Metadata Service
 Term Store
 One term store per Shared Service Application
 Groups
 Used as security boundary
 Many groups per term store
 Term Sets
 Max. 1000 term sets per term store
 Terms (Keywords)
 Max. 30.000 per term set
 Max. 1 millon objects per term store

11. Managed Metadata Services

12. Demo
 Managed Metadata Service:
 Create a Group/Term Set /Terms
 Synonyms
 Import a Term Set
 Use the Managed Metadata in a
SharePoint Site (Tagging)
 Navigation

13. Agenda
 MOSS 2007 Recap
 SharePoint 2010
 Managed Metadata
 Enterprise Content Types

14. Enterprise Content Types
 Managed Metadata service
 Define Content Types in one Site
Collection
 Read only
 Push updates
 Publish:
 Content type with all columns
 Policies
 Workflow associations

15. Demo
 Create Content Type Hub
 Subscribe to a Content Type Hub
 Push updates

16. Agenda
 MOSS 2007 Recap
 SharePoint 2010
 Managed Metadata
 Enterprise Content Types
 Content Rating

17. Content Rating
 Rate content (0-5)
 Stored in the People Service
 Aggregate ratings are calculated hourly
 Ratings pushed to content hourly
 Ratings can be used in the CQWP, Search
queries or custom search solutions

18. Demo
 Enable content rating

19. Agenda
 MOSS 2007 Recap
 SharePoint 2010
 Managed Metadata
 Enterprise Content Types
 Content Rating
 Unique Document IDs

20. Unique Document IDs
 Site Collection level
 Permalink: Document can always be
retrieved regardless the location
 Unique ID for each document
 Integrated with the Document- & Records
Center Sites

21. Demo
 Enable Feature
 Find documents using the Document ID
 Permalink

22. Agenda
 MOSS 2007 Recap
 SharePoint 2010
 Managed Metadata
 Enterprise Content Types
 Content Rating
 Unique Document IDs
 Document Sets

23. Document Sets
 Group multiple work items into one single
entity
 Document Sets:
 Welcome Page
 Shared metadata
 Default Documents
 Document ID
 Workflows
 Versioning

24. Demo
 Create a new Document Set
 Welcome Page
 Shared metadata
 Default Documents

25. Agenda
 MOSS 2007 Recap
 SharePoint 2010
 Managed Metadata
 Enterprise Content Types
 Content Rating
 Unique Document IDs
 Document Sets
 Other Cool Stuff

26. Other Cool Stuff
 Record Management
 In-Place Records Management
 Advanced Routing
 Digital Assets
 Images
 Videos

27. Other Cool Stuff
 Offline Document Management
 SharePoint Workspace
 Lists & libraries
 Content Types
 Offline Forms
 …

28. Thank you!
Steven.Moens@xylos.com

29.  Presentations are available online
 Eval form = Surprise!
 Drink