SlideShare a Scribd company logo

SharePoint 2013 Document Management Out of the Box

•Download as PPTX, PDF•
•
Ed Musters
Ed Musters

My presentation of SharePoint 2013 Document Management Out of the Box. Many principles can be applied to SharePoint Online (Office 365), SharePoint 2013, SharePoint 2010, and even SharePoint 2007. Illustrated a case study at Deeley Harley-Davidson of Canada.

Technology
1 of 40
SP 2013: Document Management Out of the Box SharePoint Saturday – MONTRÉAL 2 février 2013 – February 2nd 2013
Merci à nos commanditaires! Thanks to our sponsors!
{ About.Me() } • Current SharePoint MVP • Author for two SP 2010 development books • SharePoint Architect for Infusion • Speaker at International Conferences on SharePoint, at user groups, and at SharePoint Saturdays • Certified Trainer for the industry leading SharePoint training from Critical Path Training • Telerik “Insider” • Holds all MS certifications for SharePoint 2010 • Harley-Davidson ™ Enthusiast! https://mvp.support.microsoft.com/profile/Ed.Musters
London Kraków Dubai New York Toronto Boston
And, yes, I do really have a Black Belt. 
Published Books
Prize! Telerik DevCraft Ultimate Collection
SharePoint Document Management Out of Box
The Good Old Team Site!
Who is Deeley Canada? • Manufacturer – USA • Importer – Distributor • Independent Retailer
The Challenge – Typical! • Quarterly Business Planning Exercise • Sensitive information for senior management • Secured on a file share • Changes e-mailed in password protected files • Cut and paste to Excel and PowerPoint • “Versions” postfixed with dates / initials • Where is the definitive version? • Where is the latest version?
Solution is SharePoint! – Right? • Team Site thrown up for collaboration • Information dumped into document library • Not much thought or planning to the site • SP is just a glorified web based file share • Little governance of the activity being performed • People still e-mail around and edit docs offline • Site becomes yet another content “ghost town” • Failure!
Information Architecture • Site Collection: A boundary for a site hierarchy, starting with the top level site (root site) • Content Type: A defined schema for your content (think database schema), that includes meta data, documet template, and workflow
Content Type Hub • Defined Site Collection to specify content types • Enterprise wide sharing of SharePoint schema • Other site collections can subscribe to content type hub
Site Collection or Site? • Create a new boundary (site collection) if: – A unique group of collaborators (i.e. Security) – A singular purpose for collaborations – Site Administration and Ownership of content – Large size for content database (or quota)
Governance! • Get Executive sponsorship and participation • Define your document lifecycle and workflow • Define everybody’s role (and security) • Define responsibilities and accountability • Define policies and procedures • Define communications, operations, and support plans • Conduct role specific training
Content Type Hub – How To • Create dedicated site collection with blank site template – define content types – Control publishing of content types • Designate site collection as content type hub in Managed Metadata Service • Timer Jobs Content Type Hub and Content Type Subscriber drive publishing • From Site Collection Admin, one can view “Content type publishing”
Managed Meta Data Service • Content Type Hub is part of the Managed Meta Data Service, and the web application “attached” to it • You can have multiple defined Managed Meta Data Services if you need to partition Content Type Hub and/or certain taxonomies.
Deeley Content Types
Content Types in Hub
Key Content Type Settings • Advanced Settings – Document Template • Workflow Settings – Associate workflow templates • Information Management Policy – Define retention stages – Enable Auditing
Content Types in Hub • Control of Publishing content types
Document Management Site
Doc Management Site Settings • Site Collection Administration -> Content type publishing
Business Planning Document Library
Document Library Settings • Allow Management of Content Types • Configure only specific content types • Require content approval for submitted items • Configure OOTB approval workflow • Create major and minor versions – Set limits for major versions and drafts! • Draft Item security – only users who can edit • Require document check out
Conclusions • Top down executive support • Define document schema enterprise wide in a content type hub • Define a site collection for collaboration with a singular purpose in mind • Define poeple’s roles and implement using SharePoint groups • Define document libraries that use only specific content types • Role specific training!
Remerciements / Thanks Questions et réponses / Q&A emusters@infusion.com
Merci à nos commanditaires! Thanks to our sponsors!
 Visitez-nous! – Visit Us!  Site principal / Main site – www.sharepointquebec.org  Twitter - @guspquebec  Facebook - http://www.facebook.com/groups/206445679432304/  Meetup- http://www.meetup.com/guspquebec/  LinkedIn - http://www.linkedin.com/groups?gid=149597

Recommended

SharePoint Document Management
SharePoint Document ManagementSharePoint Document Management
SharePoint Document ManagementLearnNowOnline
 
Enterprise Document Management in SharePoint 2010
Enterprise Document Management in SharePoint 2010Enterprise Document Management in SharePoint 2010
Enterprise Document Management in SharePoint 2010Agnes Molnar
 
Share point document management
Share point document managementShare point document management
Share point document managementPeter Kettenis
 
SharePoint 2010 Document Management
SharePoint 2010 Document ManagementSharePoint 2010 Document Management
SharePoint 2010 Document ManagementAgnes Molnar
 
Document management system
Document management systemDocument management system
Document management systemRaghu Raja
 
SPCA2013 - Best Practices Document Management in SharePoint (Online) 2013
SPCA2013 - Best Practices Document Management in SharePoint (Online) 2013SPCA2013 - Best Practices Document Management in SharePoint (Online) 2013
SPCA2013 - Best Practices Document Management in SharePoint (Online) 2013Jasper Oosterveld
 
SharePoint Document Management
SharePoint Document ManagementSharePoint Document Management
SharePoint Document ManagementMJ Ferdous
 
SharePoint as a Document Management System (DMS)
SharePoint as a Document Management System (DMS)SharePoint as a Document Management System (DMS)
SharePoint as a Document Management System (DMS)Lorne Rogers, ECM-M, PMP [Open Networker]
 

Recommended

SharePoint Document Management
SharePoint Document ManagementSharePoint Document Management
SharePoint Document ManagementLearnNowOnline
 
Enterprise Document Management in SharePoint 2010
Enterprise Document Management in SharePoint 2010Enterprise Document Management in SharePoint 2010
Enterprise Document Management in SharePoint 2010Agnes Molnar
 
Share point document management
Share point document managementShare point document management
Share point document managementPeter Kettenis
 
SharePoint 2010 Document Management
SharePoint 2010 Document ManagementSharePoint 2010 Document Management
SharePoint 2010 Document ManagementAgnes Molnar
 
Document management system
Document management systemDocument management system
Document management systemRaghu Raja
 
SPCA2013 - Best Practices Document Management in SharePoint (Online) 2013
SPCA2013 - Best Practices Document Management in SharePoint (Online) 2013SPCA2013 - Best Practices Document Management in SharePoint (Online) 2013
SPCA2013 - Best Practices Document Management in SharePoint (Online) 2013Jasper Oosterveld
 
SharePoint Document Management
SharePoint Document ManagementSharePoint Document Management
SharePoint Document ManagementMJ Ferdous
 
SharePoint as a Document Management System (DMS)
SharePoint as a Document Management System (DMS)SharePoint as a Document Management System (DMS)
SharePoint as a Document Management System (DMS)Lorne Rogers, ECM-M, PMP [Open Networker]
 
SharePoint Overview 1/2 - Iran SharePoint Academy
SharePoint Overview 1/2 - Iran SharePoint AcademySharePoint Overview 1/2 - Iran SharePoint Academy
SharePoint Overview 1/2 - Iran SharePoint AcademySaman Coliaie
 
Share point 2010 Fundamentals
Share point 2010 FundamentalsShare point 2010 Fundamentals
Share point 2010 Fundamentalsbalraj_s
 
Going offline with share point workspace
Going offline with share point workspaceGoing offline with share point workspace
Going offline with share point workspaceJoshua Haebets
 
Beginners SharePoint introduction
Beginners SharePoint introductionBeginners SharePoint introduction
Beginners SharePoint introductionMelick Baranasooriya
 
Content Management: What is it and why do we do it?
Content Management: What is it and why do we do it?Content Management: What is it and why do we do it?
Content Management: What is it and why do we do it?Lorne Rogers, ECM-M, PMP [Open Networker]
 
Introduction to Microsoft SharePoint Online Capabilities, Security, Deploymen...
Introduction to Microsoft SharePoint Online Capabilities, Security, Deploymen...Introduction to Microsoft SharePoint Online Capabilities, Security, Deploymen...
Introduction to Microsoft SharePoint Online Capabilities, Security, Deploymen...Microsoft Private Cloud
 
SharePoint 2013 Document Management Features
SharePoint 2013 Document Management FeaturesSharePoint 2013 Document Management Features
SharePoint 2013 Document Management FeaturesThuan Ng
 
Streamline Your SharePoint Document Management Strategy
Streamline Your SharePoint Document Management StrategyStreamline Your SharePoint Document Management Strategy
Streamline Your SharePoint Document Management Strategymalonem2
 
10 Quick Wins - No Code
10 Quick Wins - No Code10 Quick Wins - No Code
10 Quick Wins - No CodeJoshua Haebets
 
SharePoint Document Sets
SharePoint Document SetsSharePoint Document Sets
SharePoint Document SetsRegroove
 
Introduction to SharePoint 2013 by Michael Blumenthal
Introduction to SharePoint 2013 by Michael BlumenthalIntroduction to SharePoint 2013 by Michael Blumenthal
Introduction to SharePoint 2013 by Michael BlumenthalMichael Blumenthal (Microsoft MVP)
 
Introduction To Microsoft SharePoint 2013
Introduction To Microsoft SharePoint 2013Introduction To Microsoft SharePoint 2013
Introduction To Microsoft SharePoint 2013Vishal Pawar
 
SharePoint 2010 - User Profile Store
SharePoint 2010 - User Profile Store SharePoint 2010 - User Profile Store
SharePoint 2010 - User Profile Store Joshua Haebets
 
Moving mountains with Sharepoint - Document Management with SharePoint 2013
Moving mountains with Sharepoint - Document Management with SharePoint 2013Moving mountains with Sharepoint - Document Management with SharePoint 2013
Moving mountains with Sharepoint - Document Management with SharePoint 2013Oliver Wirkus
 
Sharepoint 2010 overview - what it is and what it can do
Sharepoint 2010 overview - what it is and what it can doSharepoint 2010 overview - what it is and what it can do
Sharepoint 2010 overview - what it is and what it can doFaisal Masood
 
SharePoint 2010 for Document Compliance
SharePoint 2010 for Document ComplianceSharePoint 2010 for Document Compliance
SharePoint 2010 for Document Compliancentenany
 
Best Practices to SharePoint Physical and Information Architecture
Best Practices to SharePoint Physical and Information ArchitectureBest Practices to SharePoint Physical and Information Architecture
Best Practices to SharePoint Physical and Information ArchitectureJoel Oleson
 
What's New and Different in SharePoint 2013
What's New and Different in SharePoint 2013What's New and Different in SharePoint 2013
What's New and Different in SharePoint 2013Noorez Khamis
 
Mastering the Art of SharePoint DMS
Mastering the Art of SharePoint DMSMastering the Art of SharePoint DMS
Mastering the Art of SharePoint DMSOliver Wirkus
 
Introduction to SharePoint 2010
Introduction to SharePoint 2010Introduction to SharePoint 2010
Introduction to SharePoint 2010Rushi Waghmare
 
Sharepoint Document Management System (DMS) Features
Sharepoint Document Management System (DMS) Features Sharepoint Document Management System (DMS) Features
Sharepoint Document Management System (DMS) Features Nitin Gupta
 
5 Ways to Manage Documents in SharePoint & Office 365
5 Ways to Manage Documents in SharePoint & Office 3655 Ways to Manage Documents in SharePoint & Office 365
5 Ways to Manage Documents in SharePoint & Office 365Gregory Zelfond
 

More Related Content

What's hot

SharePoint Overview 1/2 - Iran SharePoint Academy
SharePoint Overview 1/2 - Iran SharePoint AcademySharePoint Overview 1/2 - Iran SharePoint Academy
SharePoint Overview 1/2 - Iran SharePoint AcademySaman Coliaie
 
Share point 2010 Fundamentals
Share point 2010 FundamentalsShare point 2010 Fundamentals
Share point 2010 Fundamentalsbalraj_s
 
Going offline with share point workspace
Going offline with share point workspaceGoing offline with share point workspace
Going offline with share point workspaceJoshua Haebets
 
Introduction to Microsoft SharePoint Online Capabilities, Security, Deploymen...
Introduction to Microsoft SharePoint Online Capabilities, Security, Deploymen...Introduction to Microsoft SharePoint Online Capabilities, Security, Deploymen...
Introduction to Microsoft SharePoint Online Capabilities, Security, Deploymen...Microsoft Private Cloud
 
SharePoint 2013 Document Management Features
SharePoint 2013 Document Management FeaturesSharePoint 2013 Document Management Features
SharePoint 2013 Document Management FeaturesThuan Ng
 
Streamline Your SharePoint Document Management Strategy
Streamline Your SharePoint Document Management StrategyStreamline Your SharePoint Document Management Strategy
Streamline Your SharePoint Document Management Strategymalonem2
 
10 Quick Wins - No Code
10 Quick Wins - No Code10 Quick Wins - No Code
10 Quick Wins - No CodeJoshua Haebets
 
SharePoint Document Sets
SharePoint Document SetsSharePoint Document Sets
SharePoint Document SetsRegroove
 
Introduction To Microsoft SharePoint 2013
Introduction To Microsoft SharePoint 2013Introduction To Microsoft SharePoint 2013
Introduction To Microsoft SharePoint 2013Vishal Pawar
 
SharePoint 2010 - User Profile Store
SharePoint 2010 - User Profile Store SharePoint 2010 - User Profile Store
SharePoint 2010 - User Profile Store Joshua Haebets
 
Moving mountains with Sharepoint - Document Management with SharePoint 2013
Moving mountains with Sharepoint - Document Management with SharePoint 2013Moving mountains with Sharepoint - Document Management with SharePoint 2013
Moving mountains with Sharepoint - Document Management with SharePoint 2013Oliver Wirkus
 
Sharepoint 2010 overview - what it is and what it can do
Sharepoint 2010 overview - what it is and what it can doSharepoint 2010 overview - what it is and what it can do
Sharepoint 2010 overview - what it is and what it can doFaisal Masood
 
SharePoint 2010 for Document Compliance
SharePoint 2010 for Document ComplianceSharePoint 2010 for Document Compliance
SharePoint 2010 for Document Compliancentenany
 
Best Practices to SharePoint Physical and Information Architecture
Best Practices to SharePoint Physical and Information ArchitectureBest Practices to SharePoint Physical and Information Architecture
Best Practices to SharePoint Physical and Information ArchitectureJoel Oleson
 
What's New and Different in SharePoint 2013
What's New and Different in SharePoint 2013What's New and Different in SharePoint 2013
What's New and Different in SharePoint 2013Noorez Khamis
 
Mastering the Art of SharePoint DMS
Mastering the Art of SharePoint DMSMastering the Art of SharePoint DMS
Mastering the Art of SharePoint DMSOliver Wirkus
 
Introduction to SharePoint 2010
Introduction to SharePoint 2010Introduction to SharePoint 2010
Introduction to SharePoint 2010Rushi Waghmare
 

What's hot (20)

SharePoint Overview 1/2 - Iran SharePoint Academy
SharePoint Overview 1/2 - Iran SharePoint AcademySharePoint Overview 1/2 - Iran SharePoint Academy
SharePoint Overview 1/2 - Iran SharePoint Academy
 
Share point 2010 Fundamentals
Share point 2010 FundamentalsShare point 2010 Fundamentals
Share point 2010 Fundamentals
 
Going offline with share point workspace
Going offline with share point workspaceGoing offline with share point workspace
Going offline with share point workspace
 
Beginners SharePoint introduction
Beginners SharePoint introductionBeginners SharePoint introduction
Beginners SharePoint introduction
 
Content Management: What is it and why do we do it?
Content Management: What is it and why do we do it?Content Management: What is it and why do we do it?
Content Management: What is it and why do we do it?
 
Introduction to Microsoft SharePoint Online Capabilities, Security, Deploymen...
Introduction to Microsoft SharePoint Online Capabilities, Security, Deploymen...Introduction to Microsoft SharePoint Online Capabilities, Security, Deploymen...
Introduction to Microsoft SharePoint Online Capabilities, Security, Deploymen...
 
SharePoint 2013 Document Management Features
SharePoint 2013 Document Management FeaturesSharePoint 2013 Document Management Features
SharePoint 2013 Document Management Features
 
Streamline Your SharePoint Document Management Strategy
Streamline Your SharePoint Document Management StrategyStreamline Your SharePoint Document Management Strategy
Streamline Your SharePoint Document Management Strategy
 
10 Quick Wins - No Code
10 Quick Wins - No Code10 Quick Wins - No Code
10 Quick Wins - No Code
 
SharePoint Document Sets
SharePoint Document SetsSharePoint Document Sets
SharePoint Document Sets
 
Introduction to SharePoint 2013 by Michael Blumenthal
Introduction to SharePoint 2013 by Michael BlumenthalIntroduction to SharePoint 2013 by Michael Blumenthal
Introduction to SharePoint 2013 by Michael Blumenthal
 
Introduction To Microsoft SharePoint 2013
Introduction To Microsoft SharePoint 2013Introduction To Microsoft SharePoint 2013
Introduction To Microsoft SharePoint 2013
 
SharePoint 2010 - User Profile Store
SharePoint 2010 - User Profile Store SharePoint 2010 - User Profile Store
SharePoint 2010 - User Profile Store
 
Moving mountains with Sharepoint - Document Management with SharePoint 2013
Moving mountains with Sharepoint - Document Management with SharePoint 2013Moving mountains with Sharepoint - Document Management with SharePoint 2013
Moving mountains with Sharepoint - Document Management with SharePoint 2013
 
Sharepoint 2010 overview - what it is and what it can do
Sharepoint 2010 overview - what it is and what it can doSharepoint 2010 overview - what it is and what it can do
Sharepoint 2010 overview - what it is and what it can do
 
SharePoint 2010 for Document Compliance
SharePoint 2010 for Document ComplianceSharePoint 2010 for Document Compliance
SharePoint 2010 for Document Compliance
 
Best Practices to SharePoint Physical and Information Architecture
Best Practices to SharePoint Physical and Information ArchitectureBest Practices to SharePoint Physical and Information Architecture
Best Practices to SharePoint Physical and Information Architecture
 
What's New and Different in SharePoint 2013
What's New and Different in SharePoint 2013What's New and Different in SharePoint 2013
What's New and Different in SharePoint 2013
 
Mastering the Art of SharePoint DMS
Mastering the Art of SharePoint DMSMastering the Art of SharePoint DMS
Mastering the Art of SharePoint DMS
 
Introduction to SharePoint 2010
Introduction to SharePoint 2010Introduction to SharePoint 2010
Introduction to SharePoint 2010
 

Viewers also liked

Sharepoint Document Management System (DMS) Features
Sharepoint Document Management System (DMS) Features Sharepoint Document Management System (DMS) Features
Sharepoint Document Management System (DMS) Features Nitin Gupta
 
5 Ways to Manage Documents in SharePoint & Office 365
5 Ways to Manage Documents in SharePoint & Office 3655 Ways to Manage Documents in SharePoint & Office 365
5 Ways to Manage Documents in SharePoint & Office 365Gregory Zelfond
 
Document Management System (DMS)
Document Management System (DMS)Document Management System (DMS)
Document Management System (DMS)Hiran Wickramainghe
 
Document Management in SharePoint without folders - Introduction to Metadata
Document Management in SharePoint without folders - Introduction to MetadataDocument Management in SharePoint without folders - Introduction to Metadata
Document Management in SharePoint without folders - Introduction to MetadataGregory Zelfond
 
SharePoint Information Architecture Applied
SharePoint Information Architecture AppliedSharePoint Information Architecture Applied
SharePoint Information Architecture Appliedbobmixon
 
Organizing Documents in SharePoint 2010
Organizing Documents in SharePoint 2010Organizing Documents in SharePoint 2010
Organizing Documents in SharePoint 2010Agnes Molnar
 
Bpc10 16 agnes-molnar_enterprisedocmgmt
Bpc10 16 agnes-molnar_enterprisedocmgmtBpc10 16 agnes-molnar_enterprisedocmgmt
Bpc10 16 agnes-molnar_enterprisedocmgmtAgnes Molnar
 
DWCNZ - Content Types: Love Them or Lose It
DWCNZ - Content Types: Love Them or Lose ItDWCNZ - Content Types: Love Them or Lose It
DWCNZ - Content Types: Love Them or Lose ItMarc D Anderson
 
Introduction to SharePoint 2013 Content Management
Introduction to SharePoint 2013 Content ManagementIntroduction to SharePoint 2013 Content Management
Introduction to SharePoint 2013 Content ManagementNetwoven Inc.
 
SharePoint 2013 Migration - Your 5 Rules for Success
SharePoint 2013 Migration - Your 5 Rules for SuccessSharePoint 2013 Migration - Your 5 Rules for Success
SharePoint 2013 Migration - Your 5 Rules for SuccessChristian Buckley
 
Migration To Z Os V1 R9 Kick Off Meeting
Migration To Z Os V1 R9 Kick Off MeetingMigration To Z Os V1 R9 Kick Off Meeting
Migration To Z Os V1 R9 Kick Off Meetingocabanillas
 
What's new in SharePoint 2013 - Discover it
What's new in SharePoint 2013 - Discover itWhat's new in SharePoint 2013 - Discover it
What's new in SharePoint 2013 - Discover itBenjamin Niaulin
 
SharePoint 2013 Content search web part - Get it all in one place and style it!
SharePoint 2013 Content search web part - Get it all in one place and style it!SharePoint 2013 Content search web part - Get it all in one place and style it!
SharePoint 2013 Content search web part - Get it all in one place and style it!Benjamin Niaulin
 
Triblio Presents: Seven Content Hub Case Studies
Triblio Presents: Seven Content Hub Case StudiesTriblio Presents: Seven Content Hub Case Studies
Triblio Presents: Seven Content Hub Case StudiesTriblio
 
Introduction to SharePoint 2010 (Arabic )
Introduction to SharePoint 2010 (Arabic )Introduction to SharePoint 2010 (Arabic )
Introduction to SharePoint 2010 (Arabic )Sayed Ali
 
SharePoint 2013 Insights
SharePoint 2013 InsightsSharePoint 2013 Insights
SharePoint 2013 InsightsIntergen
 
Addressing Contract Management Needs with SharePoint
Addressing Contract Management Needs with SharePointAddressing Contract Management Needs with SharePoint
Addressing Contract Management Needs with SharePointOptimus BT
 
Contract Management with SharePoint and Office365
Contract Management with SharePoint and Office365Contract Management with SharePoint and Office365
Contract Management with SharePoint and Office365Optimus BT
 

Viewers also liked (20)

Sharepoint Document Management System (DMS) Features
Sharepoint Document Management System (DMS) Features Sharepoint Document Management System (DMS) Features
Sharepoint Document Management System (DMS) Features
 
5 Ways to Manage Documents in SharePoint & Office 365
5 Ways to Manage Documents in SharePoint & Office 3655 Ways to Manage Documents in SharePoint & Office 365
5 Ways to Manage Documents in SharePoint & Office 365
 
Document Management System (DMS)
Document Management System (DMS)Document Management System (DMS)
Document Management System (DMS)
 
Document Management in SharePoint without folders - Introduction to Metadata
Document Management in SharePoint without folders - Introduction to MetadataDocument Management in SharePoint without folders - Introduction to Metadata
Document Management in SharePoint without folders - Introduction to Metadata
 
SharePoint Information Architecture Applied
SharePoint Information Architecture AppliedSharePoint Information Architecture Applied
SharePoint Information Architecture Applied
 
Organizing Documents in SharePoint 2010
Organizing Documents in SharePoint 2010Organizing Documents in SharePoint 2010
Organizing Documents in SharePoint 2010
 
Bpc10 16 agnes-molnar_enterprisedocmgmt
Bpc10 16 agnes-molnar_enterprisedocmgmtBpc10 16 agnes-molnar_enterprisedocmgmt
Bpc10 16 agnes-molnar_enterprisedocmgmt
 
DWCNZ - Content Types: Love Them or Lose It
DWCNZ - Content Types: Love Them or Lose ItDWCNZ - Content Types: Love Them or Lose It
DWCNZ - Content Types: Love Them or Lose It
 
Introduction to SharePoint 2013 Content Management
Introduction to SharePoint 2013 Content ManagementIntroduction to SharePoint 2013 Content Management
Introduction to SharePoint 2013 Content Management
 
SharePoint 2013 Migration - Your 5 Rules for Success
SharePoint 2013 Migration - Your 5 Rules for SuccessSharePoint 2013 Migration - Your 5 Rules for Success
SharePoint 2013 Migration - Your 5 Rules for Success
 
Migration To Z Os V1 R9 Kick Off Meeting
Migration To Z Os V1 R9 Kick Off MeetingMigration To Z Os V1 R9 Kick Off Meeting
Migration To Z Os V1 R9 Kick Off Meeting
 
What's new in SharePoint 2013 - Discover it
What's new in SharePoint 2013 - Discover itWhat's new in SharePoint 2013 - Discover it
What's new in SharePoint 2013 - Discover it
 
SharePoint 2013 Content search web part - Get it all in one place and style it!
SharePoint 2013 Content search web part - Get it all in one place and style it!SharePoint 2013 Content search web part - Get it all in one place and style it!
SharePoint 2013 Content search web part - Get it all in one place and style it!
 
Triblio Presents: Seven Content Hub Case Studies
Triblio Presents: Seven Content Hub Case StudiesTriblio Presents: Seven Content Hub Case Studies
Triblio Presents: Seven Content Hub Case Studies
 
Introduction to SharePoint 2010 (Arabic )
Introduction to SharePoint 2010 (Arabic )Introduction to SharePoint 2010 (Arabic )
Introduction to SharePoint 2010 (Arabic )
 
SharePoint 2013 Insights
SharePoint 2013 InsightsSharePoint 2013 Insights
SharePoint 2013 Insights
 
Addressing Contract Management Needs with SharePoint
Addressing Contract Management Needs with SharePointAddressing Contract Management Needs with SharePoint
Addressing Contract Management Needs with SharePoint
 
Contract Management with SharePoint and Office365
Contract Management with SharePoint and Office365Contract Management with SharePoint and Office365
Contract Management with SharePoint and Office365
 
Lotus Notes to SharePoint Migration
Lotus Notes to SharePoint MigrationLotus Notes to SharePoint Migration
Lotus Notes to SharePoint Migration
 
Strategic directions in electronic records management and electronic archivin...
Strategic directions in electronic records management and electronic archivin...Strategic directions in electronic records management and electronic archivin...
Strategic directions in electronic records management and electronic archivin...
 

Similar to SharePoint 2013 Document Management Out of the Box

Building enterprise records management solutions for share point 2010
Building enterprise records management solutions for share point 2010Building enterprise records management solutions for share point 2010
Building enterprise records management solutions for share point 2010Eric Shupps
 
How to Manage Managing Your Enterprise Content
How to Manage Managing Your Enterprise ContentHow to Manage Managing Your Enterprise Content
How to Manage Managing Your Enterprise ContentPatrick Tucker
 
Thinking big with SharePoint the Howard Hughes Way!
Thinking big with SharePoint the Howard Hughes Way!Thinking big with SharePoint the Howard Hughes Way!
Thinking big with SharePoint the Howard Hughes Way!Vibha Godse Gore
 
Share point developement Introduction for students
Share point developement Introduction for studentsShare point developement Introduction for students
Share point developement Introduction for studentsMelick Baranasooriya
 
Sps durham james_h
Sps durham james_hSps durham james_h
Sps durham james_hJames Hunter
 
Code PaLOUsa - Architecting a Content Management Solution with SharePoint 2013
Code PaLOUsa - Architecting a Content Management Solution with SharePoint 2013Code PaLOUsa - Architecting a Content Management Solution with SharePoint 2013
Code PaLOUsa - Architecting a Content Management Solution with SharePoint 2013Patrick Tucker
 
IA& Taxonomy Planning for SharePoint Online & Office 365
IA& Taxonomy Planning for SharePoint Online & Office 365IA& Taxonomy Planning for SharePoint Online & Office 365
IA& Taxonomy Planning for SharePoint Online & Office 365DocFluix, LLC
 
Exploring SharePoint 2013 by Chandu Raj
Exploring SharePoint 2013 by Chandu RajExploring SharePoint 2013 by Chandu Raj
Exploring SharePoint 2013 by Chandu Rajchanduraj1984
 
What’s new in share point 2013
What’s new in share point 2013What’s new in share point 2013
What’s new in share point 2013Wael Sharba
 
Creating an Amazing Intranet
Creating an Amazing IntranetCreating an Amazing Intranet
Creating an Amazing Intranethaiyankhan
 
Case study - Migration to office 365 from SharePoint 2010 spsclt17
Case study - Migration to office 365 from SharePoint 2010 spsclt17Case study - Migration to office 365 from SharePoint 2010 spsclt17
Case study - Migration to office 365 from SharePoint 2010 spsclt17Johnny Lopez
 
Who says you can't do records management in SharePoint?
Who says you can't do records management in SharePoint?Who says you can't do records management in SharePoint?
Who says you can't do records management in SharePoint?John F. Holliday
 
Workshop - Ways of Working Within the M365 Workspace.pptx
Workshop - Ways of Working Within the M365 Workspace.pptxWorkshop - Ways of Working Within the M365 Workspace.pptx
Workshop - Ways of Working Within the M365 Workspace.pptxSimon Rawson
 
SPS Dayton Content Types
SPS Dayton Content TypesSPS Dayton Content Types
SPS Dayton Content TypesPatrick Tucker
 
SharePoint Fest Denver - Documents and Records Management in SharePoint
SharePoint Fest Denver - Documents and Records Management in SharePointSharePoint Fest Denver - Documents and Records Management in SharePoint
SharePoint Fest Denver - Documents and Records Management in SharePointLiam Cleary [MVP]
 
SharePoint Saturday Paris 2015 Validating SharePoint 2013 Farm Before Go-Live
SharePoint Saturday Paris 2015 Validating SharePoint 2013 Farm Before Go-LiveSharePoint Saturday Paris 2015 Validating SharePoint 2013 Farm Before Go-Live
SharePoint Saturday Paris 2015 Validating SharePoint 2013 Farm Before Go-LiveChirag Patel
 
Information Architecture for SharePoint
Information Architecture for SharePointInformation Architecture for SharePoint
Information Architecture for SharePointnForm User Experience
 

Similar to SharePoint 2013 Document Management Out of the Box (20)

Building enterprise records management solutions for share point 2010
Building enterprise records management solutions for share point 2010Building enterprise records management solutions for share point 2010
Building enterprise records management solutions for share point 2010
 
How to Manage Managing Your Enterprise Content
How to Manage Managing Your Enterprise ContentHow to Manage Managing Your Enterprise Content
How to Manage Managing Your Enterprise Content
 
Thinking big with SharePoint the Howard Hughes Way!
Thinking big with SharePoint the Howard Hughes Way!Thinking big with SharePoint the Howard Hughes Way!
Thinking big with SharePoint the Howard Hughes Way!
 
05052015091520
0505201509152005052015091520
05052015091520
 
Share point developement Introduction for students
Share point developement Introduction for studentsShare point developement Introduction for students
Share point developement Introduction for students
 
Sps durham james_h
Sps durham james_hSps durham james_h
Sps durham james_h
 
Code PaLOUsa - Architecting a Content Management Solution with SharePoint 2013
Code PaLOUsa - Architecting a Content Management Solution with SharePoint 2013Code PaLOUsa - Architecting a Content Management Solution with SharePoint 2013
Code PaLOUsa - Architecting a Content Management Solution with SharePoint 2013
 
IA& Taxonomy Planning for SharePoint Online & Office 365
IA& Taxonomy Planning for SharePoint Online & Office 365IA& Taxonomy Planning for SharePoint Online & Office 365
IA& Taxonomy Planning for SharePoint Online & Office 365
 
Exploring SharePoint 2013 by Chandu Raj
Exploring SharePoint 2013 by Chandu RajExploring SharePoint 2013 by Chandu Raj
Exploring SharePoint 2013 by Chandu Raj
 
What’s new in share point 2013
What’s new in share point 2013What’s new in share point 2013
What’s new in share point 2013
 
Creating an Amazing Intranet
Creating an Amazing IntranetCreating an Amazing Intranet
Creating an Amazing Intranet
 
Social In SharePoint 2010
Social In SharePoint 2010Social In SharePoint 2010
Social In SharePoint 2010
 
Case study - Migration to office 365 from SharePoint 2010 spsclt17
Case study - Migration to office 365 from SharePoint 2010 spsclt17Case study - Migration to office 365 from SharePoint 2010 spsclt17
Case study - Migration to office 365 from SharePoint 2010 spsclt17
 
Who says you can't do records management in SharePoint?
Who says you can't do records management in SharePoint?Who says you can't do records management in SharePoint?
Who says you can't do records management in SharePoint?
 
Sla presi
Sla presiSla presi
Sla presi
 
Workshop - Ways of Working Within the M365 Workspace.pptx
Workshop - Ways of Working Within the M365 Workspace.pptxWorkshop - Ways of Working Within the M365 Workspace.pptx
Workshop - Ways of Working Within the M365 Workspace.pptx
 
SPS Dayton Content Types
SPS Dayton Content TypesSPS Dayton Content Types
SPS Dayton Content Types
 
SharePoint Fest Denver - Documents and Records Management in SharePoint
SharePoint Fest Denver - Documents and Records Management in SharePointSharePoint Fest Denver - Documents and Records Management in SharePoint
SharePoint Fest Denver - Documents and Records Management in SharePoint
 
SharePoint Saturday Paris 2015 Validating SharePoint 2013 Farm Before Go-Live
SharePoint Saturday Paris 2015 Validating SharePoint 2013 Farm Before Go-LiveSharePoint Saturday Paris 2015 Validating SharePoint 2013 Farm Before Go-Live
SharePoint Saturday Paris 2015 Validating SharePoint 2013 Farm Before Go-Live
 
Information Architecture for SharePoint
Information Architecture for SharePointInformation Architecture for SharePoint
Information Architecture for SharePoint
 

More from Ed Musters

Collab365 global 2016_edmusters_searchzerotohero
Collab365 global 2016_edmusters_searchzerotoheroCollab365 global 2016_edmusters_searchzerotohero
Collab365 global 2016_edmusters_searchzerotoheroEd Musters
 
SharePoint Search Zero to Search Hero
SharePoint Search Zero to Search HeroSharePoint Search Zero to Search Hero
SharePoint Search Zero to Search HeroEd Musters
 
SharePoint Search Zero to Search Hero - SPSNL 2016
SharePoint Search Zero to Search Hero - SPSNL 2016SharePoint Search Zero to Search Hero - SPSNL 2016
SharePoint Search Zero to Search Hero - SPSNL 2016Ed Musters
 
Using Telerik Kendo UI in Office 365
Using Telerik Kendo UI in Office 365Using Telerik Kendo UI in Office 365
Using Telerik Kendo UI in Office 365Ed Musters
 
Telerik Kendo UI Overview
Telerik Kendo UI OverviewTelerik Kendo UI Overview
Telerik Kendo UI OverviewEd Musters
 
Telerik Kendo UI in Office 365
Telerik Kendo UI in Office 365Telerik Kendo UI in Office 365
Telerik Kendo UI in Office 365Ed Musters
 
SharePoint 2013 Sandbox Solutions for On Premise or Office 365
SharePoint 2013 Sandbox Solutions for On Premise or Office 365SharePoint 2013 Sandbox Solutions for On Premise or Office 365
SharePoint 2013 Sandbox Solutions for On Premise or Office 365Ed Musters
 
SharePoint 2013 Sandbox Solutions for On Premise and Office 365
SharePoint 2013 Sandbox Solutions for On Premise and Office 365SharePoint 2013 Sandbox Solutions for On Premise and Office 365
SharePoint 2013 Sandbox Solutions for On Premise and Office 365Ed Musters
 
SharePoint 2013 Web Content Management for Developers HSPUG
SharePoint 2013 Web Content Management for Developers HSPUGSharePoint 2013 Web Content Management for Developers HSPUG
SharePoint 2013 Web Content Management for Developers HSPUGEd Musters
 
SharePoint 2013 Web Content Management for Developers TSPUG
SharePoint 2013 Web Content Management for Developers TSPUGSharePoint 2013 Web Content Management for Developers TSPUG
SharePoint 2013 Web Content Management for Developers TSPUGEd Musters
 
Full Trust Solution Development in SharePoint 2013
Full Trust Solution Development in SharePoint 2013Full Trust Solution Development in SharePoint 2013
Full Trust Solution Development in SharePoint 2013Ed Musters
 

More from Ed Musters (11)

Collab365 global 2016_edmusters_searchzerotohero
Collab365 global 2016_edmusters_searchzerotoheroCollab365 global 2016_edmusters_searchzerotohero
Collab365 global 2016_edmusters_searchzerotohero
 
SharePoint Search Zero to Search Hero
SharePoint Search Zero to Search HeroSharePoint Search Zero to Search Hero
SharePoint Search Zero to Search Hero
 
SharePoint Search Zero to Search Hero - SPSNL 2016
SharePoint Search Zero to Search Hero - SPSNL 2016SharePoint Search Zero to Search Hero - SPSNL 2016
SharePoint Search Zero to Search Hero - SPSNL 2016
 
Using Telerik Kendo UI in Office 365
Using Telerik Kendo UI in Office 365Using Telerik Kendo UI in Office 365
Using Telerik Kendo UI in Office 365
 
Telerik Kendo UI Overview
Telerik Kendo UI OverviewTelerik Kendo UI Overview
Telerik Kendo UI Overview
 
Telerik Kendo UI in Office 365
Telerik Kendo UI in Office 365Telerik Kendo UI in Office 365
Telerik Kendo UI in Office 365
 
SharePoint 2013 Sandbox Solutions for On Premise or Office 365
SharePoint 2013 Sandbox Solutions for On Premise or Office 365SharePoint 2013 Sandbox Solutions for On Premise or Office 365
SharePoint 2013 Sandbox Solutions for On Premise or Office 365
 
SharePoint 2013 Sandbox Solutions for On Premise and Office 365
SharePoint 2013 Sandbox Solutions for On Premise and Office 365SharePoint 2013 Sandbox Solutions for On Premise and Office 365
SharePoint 2013 Sandbox Solutions for On Premise and Office 365
 
SharePoint 2013 Web Content Management for Developers HSPUG
SharePoint 2013 Web Content Management for Developers HSPUGSharePoint 2013 Web Content Management for Developers HSPUG
SharePoint 2013 Web Content Management for Developers HSPUG
 
SharePoint 2013 Web Content Management for Developers TSPUG
SharePoint 2013 Web Content Management for Developers TSPUGSharePoint 2013 Web Content Management for Developers TSPUG
SharePoint 2013 Web Content Management for Developers TSPUG
 
Full Trust Solution Development in SharePoint 2013
Full Trust Solution Development in SharePoint 2013Full Trust Solution Development in SharePoint 2013
Full Trust Solution Development in SharePoint 2013
 

Recently uploaded

React Native vs Ionic - The Best Mobile App Framework
React Native vs Ionic - The Best Mobile App FrameworkReact Native vs Ionic - The Best Mobile App Framework
React Native vs Ionic - The Best Mobile App FrameworkPixlogix Infotech
 
TeamStation AI System Report LATAM IT Salaries 2024
TeamStation AI System Report LATAM IT Salaries 2024TeamStation AI System Report LATAM IT Salaries 2024
TeamStation AI System Report LATAM IT Salaries 2024Lonnie McRorey
 
QCon London: Mastering long-running processes in modern architectures
QCon London: Mastering long-running processes in modern architecturesQCon London: Mastering long-running processes in modern architectures
QCon London: Mastering long-running processes in modern architecturesBernd Ruecker
 
Genislab builds better products and faster go-to-market with Lean project man...
Genislab builds better products and faster go-to-market with Lean project man...Genislab builds better products and faster go-to-market with Lean project man...
Genislab builds better products and faster go-to-market with Lean project man...Farhan Tariq
 
Modern Roaming for Notes and Nomad – Cheaper Faster Better Stronger
Modern Roaming for Notes and Nomad – Cheaper Faster Better StrongerModern Roaming for Notes and Nomad – Cheaper Faster Better Stronger
Modern Roaming for Notes and Nomad – Cheaper Faster Better Strongerpanagenda
 
Merck Moving Beyond Passwords: FIDO Paris Seminar.pptx
Merck Moving Beyond Passwords: FIDO Paris Seminar.pptxMerck Moving Beyond Passwords: FIDO Paris Seminar.pptx
Merck Moving Beyond Passwords: FIDO Paris Seminar.pptxLoriGlavin3
 
How to Effectively Monitor SD-WAN and SASE Environments with ThousandEyes
How to Effectively Monitor SD-WAN and SASE Environments with ThousandEyesHow to Effectively Monitor SD-WAN and SASE Environments with ThousandEyes
How to Effectively Monitor SD-WAN and SASE Environments with ThousandEyesThousandEyes
 
Arizona Broadband Policy Past, Present, and Future Presentation 3/25/24
Arizona Broadband Policy Past, Present, and Future Presentation 3/25/24Arizona Broadband Policy Past, Present, and Future Presentation 3/25/24
Arizona Broadband Policy Past, Present, and Future Presentation 3/25/24Mark Goldstein
 
Emixa Mendix Meetup 11 April 2024 about Mendix Native development
Emixa Mendix Meetup 11 April 2024 about Mendix Native developmentEmixa Mendix Meetup 11 April 2024 about Mendix Native development
Emixa Mendix Meetup 11 April 2024 about Mendix Native developmentPim van der Noll
 
[Webinar] SpiraTest - Setting New Standards in Quality Assurance
[Webinar] SpiraTest - Setting New Standards in Quality Assurance[Webinar] SpiraTest - Setting New Standards in Quality Assurance
[Webinar] SpiraTest - Setting New Standards in Quality AssuranceInflectra
 
Generative AI - Gitex v1Generative AI - Gitex v1.pptx
Generative AI - Gitex v1Generative AI - Gitex v1.pptxGenerative AI - Gitex v1Generative AI - Gitex v1.pptx
Generative AI - Gitex v1Generative AI - Gitex v1.pptxfnnc6jmgwh
 
How AI, OpenAI, and ChatGPT impact business and software.
How AI, OpenAI, and ChatGPT impact business and software.How AI, OpenAI, and ChatGPT impact business and software.
How AI, OpenAI, and ChatGPT impact business and software.Curtis Poe
 
Passkey Providers and Enabling Portability: FIDO Paris Seminar.pptx
Passkey Providers and Enabling Portability: FIDO Paris Seminar.pptxPasskey Providers and Enabling Portability: FIDO Paris Seminar.pptx
Passkey Providers and Enabling Portability: FIDO Paris Seminar.pptxLoriGlavin3
 
A Journey Into the Emotions of Software Developers
A Journey Into the Emotions of Software DevelopersA Journey Into the Emotions of Software Developers
A Journey Into the Emotions of Software DevelopersNicole Novielli
 
The Future Roadmap for the Composable Data Stack - Wes McKinney - Data Counci...
The Future Roadmap for the Composable Data Stack - Wes McKinney - Data Counci...The Future Roadmap for the Composable Data Stack - Wes McKinney - Data Counci...
The Future Roadmap for the Composable Data Stack - Wes McKinney - Data Counci...Wes McKinney
 
TrustArc Webinar - How to Build Consumer Trust Through Data Privacy
TrustArc Webinar - How to Build Consumer Trust Through Data PrivacyTrustArc Webinar - How to Build Consumer Trust Through Data Privacy
TrustArc Webinar - How to Build Consumer Trust Through Data PrivacyTrustArc
 
Design pattern talk by Kaya Weers - 2024 (v2)
Design pattern talk by Kaya Weers - 2024 (v2)Design pattern talk by Kaya Weers - 2024 (v2)
Design pattern talk by Kaya Weers - 2024 (v2)Kaya Weers
 
Bridging Between CAD & GIS: 6 Ways to Automate Your Data Integration
Bridging Between CAD & GIS: 6 Ways to Automate Your Data IntegrationBridging Between CAD & GIS: 6 Ways to Automate Your Data Integration
Bridging Between CAD & GIS: 6 Ways to Automate Your Data Integrationmarketing932765
 
Moving Beyond Passwords: FIDO Paris Seminar.pdf
Moving Beyond Passwords: FIDO Paris Seminar.pdfMoving Beyond Passwords: FIDO Paris Seminar.pdf
Moving Beyond Passwords: FIDO Paris Seminar.pdfLoriGlavin3
 
Glenn Lazarus- Why Your Observability Strategy Needs Security Observability
Glenn Lazarus- Why Your Observability Strategy Needs Security ObservabilityGlenn Lazarus- Why Your Observability Strategy Needs Security Observability
Glenn Lazarus- Why Your Observability Strategy Needs Security Observabilityitnewsafrica
 

Recently uploaded (20)

React Native vs Ionic - The Best Mobile App Framework
React Native vs Ionic - The Best Mobile App FrameworkReact Native vs Ionic - The Best Mobile App Framework
React Native vs Ionic - The Best Mobile App Framework
 
TeamStation AI System Report LATAM IT Salaries 2024
TeamStation AI System Report LATAM IT Salaries 2024TeamStation AI System Report LATAM IT Salaries 2024
TeamStation AI System Report LATAM IT Salaries 2024
 
QCon London: Mastering long-running processes in modern architectures
QCon London: Mastering long-running processes in modern architecturesQCon London: Mastering long-running processes in modern architectures
QCon London: Mastering long-running processes in modern architectures
 
Genislab builds better products and faster go-to-market with Lean project man...
Genislab builds better products and faster go-to-market with Lean project man...Genislab builds better products and faster go-to-market with Lean project man...
Genislab builds better products and faster go-to-market with Lean project man...
 
Modern Roaming for Notes and Nomad – Cheaper Faster Better Stronger
Modern Roaming for Notes and Nomad – Cheaper Faster Better StrongerModern Roaming for Notes and Nomad – Cheaper Faster Better Stronger
Modern Roaming for Notes and Nomad – Cheaper Faster Better Stronger
 
Merck Moving Beyond Passwords: FIDO Paris Seminar.pptx
Merck Moving Beyond Passwords: FIDO Paris Seminar.pptxMerck Moving Beyond Passwords: FIDO Paris Seminar.pptx
Merck Moving Beyond Passwords: FIDO Paris Seminar.pptx
 
How to Effectively Monitor SD-WAN and SASE Environments with ThousandEyes
How to Effectively Monitor SD-WAN and SASE Environments with ThousandEyesHow to Effectively Monitor SD-WAN and SASE Environments with ThousandEyes
How to Effectively Monitor SD-WAN and SASE Environments with ThousandEyes
 
Arizona Broadband Policy Past, Present, and Future Presentation 3/25/24
Arizona Broadband Policy Past, Present, and Future Presentation 3/25/24Arizona Broadband Policy Past, Present, and Future Presentation 3/25/24
Arizona Broadband Policy Past, Present, and Future Presentation 3/25/24
 
Emixa Mendix Meetup 11 April 2024 about Mendix Native development
Emixa Mendix Meetup 11 April 2024 about Mendix Native developmentEmixa Mendix Meetup 11 April 2024 about Mendix Native development
Emixa Mendix Meetup 11 April 2024 about Mendix Native development
 
[Webinar] SpiraTest - Setting New Standards in Quality Assurance
[Webinar] SpiraTest - Setting New Standards in Quality Assurance[Webinar] SpiraTest - Setting New Standards in Quality Assurance
[Webinar] SpiraTest - Setting New Standards in Quality Assurance
 
Generative AI - Gitex v1Generative AI - Gitex v1.pptx
Generative AI - Gitex v1Generative AI - Gitex v1.pptxGenerative AI - Gitex v1Generative AI - Gitex v1.pptx
Generative AI - Gitex v1Generative AI - Gitex v1.pptx
 
How AI, OpenAI, and ChatGPT impact business and software.
How AI, OpenAI, and ChatGPT impact business and software.How AI, OpenAI, and ChatGPT impact business and software.
How AI, OpenAI, and ChatGPT impact business and software.
 
Passkey Providers and Enabling Portability: FIDO Paris Seminar.pptx
Passkey Providers and Enabling Portability: FIDO Paris Seminar.pptxPasskey Providers and Enabling Portability: FIDO Paris Seminar.pptx
Passkey Providers and Enabling Portability: FIDO Paris Seminar.pptx
 
A Journey Into the Emotions of Software Developers
A Journey Into the Emotions of Software DevelopersA Journey Into the Emotions of Software Developers
A Journey Into the Emotions of Software Developers
 
The Future Roadmap for the Composable Data Stack - Wes McKinney - Data Counci...
The Future Roadmap for the Composable Data Stack - Wes McKinney - Data Counci...The Future Roadmap for the Composable Data Stack - Wes McKinney - Data Counci...
The Future Roadmap for the Composable Data Stack - Wes McKinney - Data Counci...
 
TrustArc Webinar - How to Build Consumer Trust Through Data Privacy
TrustArc Webinar - How to Build Consumer Trust Through Data PrivacyTrustArc Webinar - How to Build Consumer Trust Through Data Privacy
TrustArc Webinar - How to Build Consumer Trust Through Data Privacy
 
Design pattern talk by Kaya Weers - 2024 (v2)
Design pattern talk by Kaya Weers - 2024 (v2)Design pattern talk by Kaya Weers - 2024 (v2)
Design pattern talk by Kaya Weers - 2024 (v2)
 
Bridging Between CAD & GIS: 6 Ways to Automate Your Data Integration
Bridging Between CAD & GIS: 6 Ways to Automate Your Data IntegrationBridging Between CAD & GIS: 6 Ways to Automate Your Data Integration
Bridging Between CAD & GIS: 6 Ways to Automate Your Data Integration
 
Moving Beyond Passwords: FIDO Paris Seminar.pdf
Moving Beyond Passwords: FIDO Paris Seminar.pdfMoving Beyond Passwords: FIDO Paris Seminar.pdf
Moving Beyond Passwords: FIDO Paris Seminar.pdf
 
Glenn Lazarus- Why Your Observability Strategy Needs Security Observability
Glenn Lazarus- Why Your Observability Strategy Needs Security ObservabilityGlenn Lazarus- Why Your Observability Strategy Needs Security Observability
Glenn Lazarus- Why Your Observability Strategy Needs Security Observability
 

SharePoint 2013 Document Management Out of the Box

  • 1. SP 2013: Document Management Out of the Box SharePoint Saturday – MONTRÉAL 2 février 2013 – February 2nd 2013
  • 2. Merci à nos commanditaires! Thanks to our sponsors!
  • 3. { About.Me() } • Current SharePoint MVP • Author for two SP 2010 development books • SharePoint Architect for Infusion • Speaker at International Conferences on SharePoint, at user groups, and at SharePoint Saturdays • Certified Trainer for the industry leading SharePoint training from Critical Path Training • Telerik “Insider” • Holds all MS certifications for SharePoint 2010 • Harley-Davidson ™ Enthusiast! https://mvp.support.microsoft.com/profile/Ed.Musters
  • 4. London Kraków Dubai New York Toronto Boston
  • 5. And, yes, I do really have a Black Belt. 
  • 7. Prize! Telerik DevCraft Ultimate Collection
  • 8.
  • 10.
  • 11. The Good Old Team Site!
  • 12.
  • 13. Who is Deeley Canada? • Manufacturer – USA • Importer – Distributor • Independent Retailer
  • 14. The Challenge – Typical! • Quarterly Business Planning Exercise • Sensitive information for senior management • Secured on a file share • Changes e-mailed in password protected files • Cut and paste to Excel and PowerPoint • “Versions” postfixed with dates / initials • Where is the definitive version? • Where is the latest version?
  • 15. Solution is SharePoint! – Right? • Team Site thrown up for collaboration • Information dumped into document library • Not much thought or planning to the site • SP is just a glorified web based file share • Little governance of the activity being performed • People still e-mail around and edit docs offline • Site becomes yet another content “ghost town” • Failure!
  • 16.
  • 17. Information Architecture • Site Collection: A boundary for a site hierarchy, starting with the top level site (root site) • Content Type: A defined schema for your content (think database schema), that includes meta data, documet template, and workflow
  • 18. Content Type Hub • Defined Site Collection to specify content types • Enterprise wide sharing of SharePoint schema • Other site collections can subscribe to content type hub
  • 19. Site Collection or Site? • Create a new boundary (site collection) if: – A unique group of collaborators (i.e. Security) – A singular purpose for collaborations – Site Administration and Ownership of content – Large size for content database (or quota)
  • 20. Governance! • Get Executive sponsorship and participation • Define your document lifecycle and workflow • Define everybody’s role (and security) • Define responsibilities and accountability • Define policies and procedures • Define communications, operations, and support plans • Conduct role specific training
  • 21.
  • 22. Content Type Hub – How To • Create dedicated site collection with blank site template – define content types – Control publishing of content types • Designate site collection as content type hub in Managed Metadata Service • Timer Jobs Content Type Hub and Content Type Subscriber drive publishing • From Site Collection Admin, one can view “Content type publishing”
  • 23. Managed Meta Data Service • Content Type Hub is part of the Managed Meta Data Service, and the web application “attached” to it • You can have multiple defined Managed Meta Data Services if you need to partition Content Type Hub and/or certain taxonomies.
  • 26. Key Content Type Settings • Advanced Settings – Document Template • Workflow Settings – Associate workflow templates • Information Management Policy – Define retention stages – Enable Auditing
  • 27. Content Types in Hub • Control of Publishing content types
  • 28.
  • 30.
  • 31. Doc Management Site Settings • Site Collection Administration -> Content type publishing
  • 32.
  • 34. Document Library Settings • Allow Management of Content Types • Configure only specific content types • Require content approval for submitted items • Configure OOTB approval workflow • Create major and minor versions – Set limits for major versions and drafts! • Draft Item security – only users who can edit • Require document check out
  • 35.
  • 36.
  • 37. Conclusions • Top down executive support • Define document schema enterprise wide in a content type hub • Define a site collection for collaboration with a singular purpose in mind • Define poeple’s roles and implement using SharePoint groups • Define document libraries that use only specific content types • Role specific training!
  • 38. Remerciements / Thanks Questions et réponses / Q&A emusters@infusion.com
  • 39. Merci à nos commanditaires! Thanks to our sponsors!
  • 40.  Visitez-nous! – Visit Us!  Site principal / Main site – www.sharepointquebec.org  Twitter - @guspquebec  Facebook - http://www.facebook.com/groups/206445679432304/  Meetup- http://www.meetup.com/guspquebec/  LinkedIn - http://www.linkedin.com/groups?gid=149597

Editor's Notes

  1. Suivre Groupe d’usagers SharePoint Québec sur Twitter via @guspquebec
  2. 400 full-time employee consultants with offices in Toronto, Waterloo, New York, Boston, Houston, London UK and Dubai (Calgary expansion underway - planned Q4 2010)Specialists in the design, architecture and implementation of enterprise-scale solutions in Public Sector, Travel & Tourism, Financial Services, Oil & Gas, Retail, Education and HealthcareRecognized Experts on strategic Microsoft technologies: .NET, SharePoint, Dynamics CRM SQL Server, Performance Point, Bing Maps, CCF 2008, Silverlight, WPF, WCF, WW, BizTalk, Mobility and Microsoft SurfaceServices: Consulting & Strategy Enterprise Solution Design & Development User Experience Design & Information Architecture On-site technical mentoring & training Application hosting and support Technical writing