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Implementing SharePoint 2013 ECM Solutions as presented to SharePoint Saturday Atlanta 2013
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SharePoint Saturday Atlanta
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• Meehan’s – 200 Peachtree Street• Right after the event ends• First drink is on B2B Technologies
SharePint Directions
Agenda
• SharePoint as an ECM System in 2010
• ECM Perspectives• 2013 Ease of Use
Features• 2013 Records
Management Features• Navigation and Search• Is SharePoint 2013 the
right ECM platform?
SharePoint as an ECM System
SharePoint 2010 ECM Features
• Versioning– Major/Minor Versions– Check Out/In– Approval– Version Trimming
• Client– Multiple File Upload– WebDAV– SharePoint Workspace– Outlook– Access
• Forms– Property Promotion– Client-based– Browser-based
• Workflow• Reporting
• Data– Site Columns– Terms Sets– Content Types– Enterprise Content Types– Location Default Values– Business Connectivity Services– Field Validation– Row Validation
• Records– Content Organizer– Records Center– In-Place Holds– Document IDs
• Security– Granular Security– Audit Trail
ECM Aspect Importance
One Man Band Small Business Medium Business Enterprise Global Enterprise
Ease of Use
Scalability
Records Management
Search
Social
Integration (Client)
Integration (Server)
Ease of Use
Drag and Drop Upload
• HTML 5 Based• Still limited for
maximum number of files
• Cross-browser Support
Bulk Metadata (Quick) Edit
• Replaces Access ActiveX Control with HTML 5 based editing
• Improve bulk metadata entry performance
SkyDrive Pro
• “Drop Box”-like functionality for file sharing
• Built on top of SharePoint Workspace
• Synchronization of files but not of metadata
Records Management
eDiscovery
• Unified place to manage discovery for– SharePoint– Exchange– Lync
• In-Place holds can be edited
Electronic Discovery Reference Model
• Standard eDiscovery Export
• Provides a mechanism for communicating discovered items to council
Navigation and Search
Managed (Metadata) Navigation
• Based on Managed Metadata
• Allows for Polyhierarchy
• Can be pointed to static pages or to category pages
Search Results Display
• Individual Templates define search result block
• HTML template – not XSLT
Search Query Rules
• Transform the query
• Change results ranking
• Add promoted result (best bet)
Is SharePoint the Right Platform?
Flexible Access
Metadata Entry
