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JourneyTEAM - www.journeyteam.com – 801.565.9199
Adam Burden
• Enjoying SharePoint since 2004• MCT since 1996• Hobbies are Cycling, Firearms, and Cycling• Sr. Collaboration Architect and Trainer at
JourneyTEAM• Not Welcomed in Canada For Many Years
JourneyTEAM - www.journeyteam.com – 801.565.9199
Pros and Cons of Folders
• Pros– Familiar– Easy to Create– Organizes Data– Permissions Inheritance
JourneyTEAM - www.journeyteam.com – 801.565.9199
Pros and Cons of Folders
• Pros– Familiar– Easy to create– Organizes data– Permissions
inheritance
• Cons– Folder structures are not indexed
therefore not searchable– Content can only be in one folder at a
time; without duplication of data– Can’t drag and drop folders– Can’t send folders to other locations– Rendering the page each time a folder
is opened– Split fork hierarchy can easily occur– Sorting and filtering doesn’t work as
well in a folder structure
JourneyTEAM - www.journeyteam.com – 801.565.9199
SharePoint Document Management Components
• Metadata• Document Libraries• Content Types• Document Sets• Records Center
JourneyTEAM - www.journeyteam.com – 801.565.9199
SharePoint Document Management Components
• Metadata• Document Libraries• Content Types• Document Sets• Records Center
JourneyTEAM - www.journeyteam.com – 801.565.9199
• Data about your data• Columns within Lists and Libraries• Some default columns
– Created By– Created– Modified– Modified By– Title
Metadata
JourneyTEAM - www.journeyteam.com – 801.565.9199
SharePoint Document Management Components
• Metadata• Document Libraries• Content Types• Document Sets• Records Center
JourneyTEAM - www.journeyteam.com – 801.565.9199
• Libraries are used to store documents• Built-in document management features
– Check In/Check Out– Approvals– Versioning– Permissions
• Create Columns for Metadata Fields• Create Views to Present Organized Structure
Document Libraries
JourneyTEAM - www.journeyteam.com – 801.565.9199
• Choose the Columns You Want Displayed and the Order in Which They are Displayed
• Sort Based on Columns• Filter Based on Column Values• Group By (2 Columns)
Views
JourneyTEAM - www.journeyteam.com – 801.565.9199
SharePoint Document Management Components
• Metadata• Document Libraries• Content Types• Document Sets• Records Center
JourneyTEAM - www.journeyteam.com – 801.565.9199
• Reusable collection of metadata, workflow, behavior, and other settings for a category of items or documents.
• Allows for centralized management of settings for a category of information that is also reusable.
• Can be centralized using the Content Type Hub.• Multiple Content Types can be Used in the Same
List/Library.
Content Types
JourneyTEAM - www.journeyteam.com – 801.565.9199
SharePoint Document Management Components
• Metadata• Document Libraries• Content Types• Document Sets• Records Center
JourneyTEAM - www.journeyteam.com – 801.565.9199
• Folders on Steroids• It is a Content Type• Used to Organize Documents Like Folders BUT OH
SO MUCH MORE!• Metadata Can Be Inherited• Customizable Welcome Page
Document Sets
JourneyTEAM - www.journeyteam.com – 801.565.9199
SharePoint Document Management Components
• Metadata• Document Libraries• Content Types• Document Sets• Records Center
JourneyTEAM - www.journeyteam.com – 801.565.9199
• Centralized Repository to Store Organizational Records
• Site Template With the Following Features– Records Management and Retention (IRM)– Versioning– Auditing– eDiscovery– Content Organizer
Records Center
The user group for SharePoint End UsersCome see us in the Community Lounge at SPS Utah
• Topic: Tips and Tricks to Get More Out of SharePoint
• When: February 11th, 8:00AM - 9:00AM
• Where: WesTech Engineering, 3665 S W Temple, Salt Lake City, UT 84115
• Sponsor: