Session 3: Leveraging Taxonomy Term Store for SharePoint: Defining a Multi-Taxonomy Structure for Content Management
|
|
- Belinda Blair
- 8 years ago
- Views:
Transcription
1 Session 3: Leveraging Taxonomy Term Store for SharePoint: Defining a Multi-Taxonomy Structure for Content Management
2 Welcome Don Miller VP Business Development Jill Hannemann Principal Consultant 2
3 About Concept Searching Company founded in 2002 Product launched in 2003 Focus on management of structured and unstructured information Technology Delivered as a web service Automatic concept identification, content tagging, autoclassification, taxonomy management Only statistical vendor that can extract conceptual metadata 2009 and Companies that Matter in KM (KM World Magazine) and Trend Setting product of 2009 and 2010 Authority to Operate Enterprise wide USAF and Enterprise wide NETCON US Army Locations: US, UK, & South Africa Client base: Fortune 500/1000 organizations Managed Partner under Microsoft global ISV Program - go to partner for Microsoft for auto-classification and taxonomy management Microsoft Enterprise Search ISV, FAST Partner Product Suite: conceptsearch, concepttaxonomymanager, conceptclassifier, conceptclassifier for SharePoint, contenttypeupdater for SharePoint 3
4 About PPC Energy/Environment Green strategies for government and industry: Air quality and climate change Greenhouse gas reduction Carbon management Environmental risk mitigation Environmental impacts of transport Information and data management Infrastructure Systems Engineering and Technical Assistance (SETA) Capability Maturity Model Integration (CMMI) Earned Value Management Configuration Management Technical and Advisory Support Independent Verification & Validation (IV&V) 1,200-person multi-disciplinary team of scientific & technical experts Scientific subject matter experts Systems engineers and architects Policy and regulatory specialists Project management professionals Certified Information technology experts Security professionals Enterprise Solutions Master Data Management and Data Governance Business Intelligence Adaptive Data Warehousing Enterprise Architecture Infrastructure Systems Engineering Knowledge Management Portal Solutions Enterprise Content Management IT Optimization/Virtualization 4
5 Agenda About Managed Metadata Service Designing Taxonomy and Metadata for Term Sets Using Keywords as Folksonomy Basic Governance Principles 5
6 About Managed Metadata Service 6
7 About Managed Metadata Service Managed Metadata Service Metadata taxonomies and terms can be shared across multiple SharePoint site collections Multiple manage metadata services can be created Enables search filtering Two types of terms: Managed terms pre-defined by an enterprise administrator and may be hierarchical. Surfaced in the "managed metadata" column type Managed keywords non-hierarchical words or phrases that have been added to SharePoint 2010 items by users (folksonomy) 7
8 Understanding SharePoint 2010 Elements SharePoint 2010 Element Site Collection/Site Structure Document Library Structure Columns Term Term Set Managed Metadata Keywords Content Types Comments Can be organized by a hierarchical taxonomy structure Can be organized by a hierarchical taxonomy structure Where terms are applied to content in Document Libraries and Lists A metadata value Hierarchical metadata with values SP 2010 s ability to manage terms and term sets outside of columns Allows to add metadata from Term Sets or create new keyword Ability to manage metadata associated with particular types of content 8
9 About Taxonomy Term Store Term sets Behave as metadata facets Design a multi-taxonomy structure A facet/term set can have a hierarchical structure beneath it, following the behavior of a taxonomy Keyword term set flat structure of enterprise keywords, can be leveraged as folksonomy How to categorize content in a way that is intuitive for users? 9
10 Taxonomy and Metadata for Term Sets 10
11 Faceted Browsing and Searching Faceted classification Assignment of multiple classifications to an object, enabling the classifications to be ordered in multiple ways, rather than in a single, pre-determined, taxonomic order Faceted Browsing and Searching Uses faceted classification to allow users to explore and find information Examples: Products by price ranges, brands, and vendors Corporate documents by department and location 11
12 Faceted Browsing and Searching Find computers by category, weight, screen size, etc. 12
13 Term Set Structure Group Term Set Parent Term 1 Child Term A Child Term B Parent Term 2 Business Unit Document Types Proposal Document Pink Team Red Team Resume Project Description Forms Presentations 13
14 Editing Term Sets and Terms Parent Term Group Term Set Child Term 14
15 Editing Term Sets 15
16 Initial Planning: Discovering All Your Groups Determine Key Term Sets Define the Term Sets for document libraries Think about audience, business needs, content types Define the values/terms for each metadata field/term set 16
17 Categorization Schemas Method Definition Examples Subject-oriented Functional Organizational Information categorized by subject or topic Instantive - each child category is an instance of the parent category Partitive - each child category is a part of the parent category Information categorized by the process to which it relates Information categorized by corporate departments or business entities water pollution, soil pollution, air pollution employment, staffing, training Human Resources, Marketing, Accounting, Research Document Type Information categorized by the type of document presentations, expense reports, press releases Location Product/Customer Information categorized by the location where it originated or was conceived Information categorized by the product or customer it was developed for US State, Office locations Electronics > TVs, DVD Players, Computers 17
18 Using Keywords as Folksonomy 18
19 Keywords as Folksonomy Folk + taxonomy is a user-generated taxonomy. Folksonomy Collaborative Social = Social Indexing Tagging = Classification = = Social Tagging The practice of collaboratively creating and managing tags to categorize content As opposed to traditional indexing, metadata is generated not only by experts but also by creators and consumers of the content Usually, freely chosen keywords are used instead of a controlled vocabulary Tag Clouds are used to visualize tags of a folksonomy 19
20 Faceted Classification vs. Folksonomy Faceted Classification Folksonomy It requires someone to make a decision about which facets to record in the term store and, often, which values will be permitted. The information in each of the term sets can be organized into a hierarchy. Folksonomies are properties of social tagging systems in which individuals apply "tags usually without much control or coordination. No mechanism to indicate hierarchical relationships among tags. 20
21 Defining Governance 21
22 Taxonomy Governance Term set evolution Creating a new Group Term set creation/deletion Term creation/deletion/modification Governance committee representing Term Steering Committee Content Managers Content Contributors Ensure that the classification distribution and meaning of the Groups and Term Sets is not compromised Considering the volume of content that will be tagged using a Term Set schema, changes to terms should be formally presented as a business case and reviewed by the Steering Committee 22
23 Four Pillars of Governance In the Governance Plan, it is important to define and establish: 1. A vision 2. Roles and responsibilities 3. Policies and procedures 4. Communications, education, and marketing 23
24 Governance Structure Roles and Responsibilities Most Common Roles Roles Expectations Steering Committee Taxonomy Team Content Managers Content Contributors Strategic Tactical, controls Term Store, applies changes and modifications Content management, tag application, subject matter expertise Adding content to system 24
25 Policies and Procedures Procedures All primary actions related to the Term Store and the application of terms to content in libraries/lists should be driven by policies and procedures Guidelines will empower Content Managers and Taxonomy Team members to manage the Term Store appropriately Intuitive procedures will ensure the system continues to be developed consistently Simple rules and workflows will reduce bottlenecks Determine: Who will have access to Term Store? Who can apply tags to content in libraries? Who can create keywords when tagging content? 25
26 Policies and Procedures Procedures Basic workflow approval processes should be outlined for all aspects of the Term Store governance 26
27 Keys to Governance Loose vs. Tight 27
28 In Closing 28
29 Key Issues with Information Management Common issues related to managing content in SharePoint: Localized terminology Complex data sets Consistency of content tags Multiple site collections Manual subjective content tagging 29
30 Best Practices Define your Use Case Understand how and why you will be using taxonomy and metadata Start Small Select a business unit to begin classification within SharePoint Manage Scope Keep your Audience in Mind Recognize that users may think about and look for information in different ways Define Governance Roles, responsibilities, policies, and procedures Control Depth and Breadth A flat taxonomy ensures that users can find information quickly A focused taxonomy ensures that users can easily digest the scope of information Make a Long-Term Investment Taxonomy development is an iterative and on-going effort 30
31 Agenda About conceptclassifier Product Screen Shots Demo 31
32 About conceptclassifier 32
33 Common Issues and Solutions Pre Migration Search Records Management Data Privacy Protection Problem 60% of stored documents are obsolete 50% of documents are duplicates Requires resources to identify what should/not be migrated It s not about better search Less than 50% of content is correctly indexed, meta tagged or efficiently searchable 85% of relevant documents are never retrieved in search 67% of data loss in Records Management is due to end user error It costs and organization $180 per document to recreate it when it is not tagged correctly and cannot be found Average cost per exposed record is $197 and ranges from $90-$305 per record 70% of breaches are due to a mistake or malicious intent by an organization s own staff Solution Eliminate duplicate documents Identify privacy data exposures Identify and declare records that were not previously identified Identify high value content Migrating required content to a structure Eliminate manual tagging & replace with automatic identification of multi-word concepts Provide guided navigation via the taxonomy structure (i.e. concepts) Go beyond dynamic clustering with conceptual clustering based on the taxonomies Eliminate inconsistent end user tagging Automatically declare documents of record based on vocabulary and retention codes Automatically change the Content Type and route to the Records Management repository Identify any type of organizationally defined privacy data Combines pattern matching with associated vocabulary Automatic Content Type updating enabling workflows and rights management Benefit Reduces migration costs Ensures compliance and protection of content assets Taxonomy navigation is 36% - 48% faster Savings 2.5 hours per user per day Savings of $ $7.04 per record by eliminating manual tagging Ensures compliance and reduces potential litigation exposures Average cost runs from $225K to $35M 33
34 SharePoint 2010 Taxonomy & EMM Basics How does ConceptClassifier and TaxonomyManager fit into SharePoint 2010? Lets review the basics again, what is out of the box for taxonomy management and how does it work. 34
35 Definitions Introducing EMM, The Term Store and Term Store Management Definitions conceptclassifier for SharePoint 2010 SharePoint 2010 Enterprise Managed Metadata Service Term Store Management Auto Classification Content Type Updating Subscription Service Content Type Hub Term Store SharePoint 2010 Farm Site Collection Records Library 35
36 The Managed Metadata Service Enterprise Managed Metadata Service 30,000 Terms per Term Set (1 Taxonomy) 1,000 Term Sets Tested to 1,000,000 Preferred Terms Managed Metadata Service Manages Enterprise Content Types via the Content Type Hub Manages Term Store Term Sets (taxonomies) and terms can be shared across multiple SharePoint site collections Multiple manage metadata services can be created Enables search filtering Two types of terms: Managed terms pre-defined by an enterprise administrator and may be hierarchical. Surfaced in the "managed metadata" column type Managed keywords nonhierarchical words or phrases that have been added to SharePoint 2010 items by users (folksonomy) 36
37 The Managed Metadata Service conceptclassifier for SharePoint is the only native Term Store Management tool for Term Set Parent Term Child Term Grand Child Term Build term sets/taxonomies here in SharePoint 2010 EMM. Plan for 30,000 values. A content type can contain one or many taxonomies based on specific business user requirement. The values can be shown as columns or can be hidden from users for administrative or governance purposes only. 37
38 The Managed Metadata Service Traditional manual approach is subjective, cumbersome, and overwhelming. End user must select values from multiple term sets. Up to 30,000 values per term set and 1,000 term sets per term store. Manual approach is impractical. 38
39 conceptclassifier for SharePoint 2010 An automated solution for applying metadata and providing term store management to enhance SharePoint 2010 capabilities for Records Management, Governance Policies, Rights Management, Sensitive Information Removal, and Findability. Taxonomy Manager can also be used to accelerate Taxonomy creation. 39
40 Manual Metadata Approach A Manual Metadata Approach Will Fail 95%+ Of The Time Issue Organizational Impact Inconsistent Subjective Cumbersome - Expensive Malicious Compliance No perceived value for end user What have you seen Less than 50% of content is correctly indexed, meta-tagged or efficiently searchable rendering it unusable to the organization (IDC) Highly trained Information Specialists will agree on meta tags between 33% - 50% of the time (C. Cleverdon) Average cost of manually tagging one item runs from $4 - $7 per document and does not factor in the accuracy of the meta tags nor the repercussions from mis-tagged content (Hoovers) End users select first value in list (Perspectives on Metadata, Sarah Courier) What s in it for me? End user creates document, does not see value for organization nor risks associated with litigation and non-conformance to policies Metadata will continue to be a problem due to inconsistent human behavior The answer to consistent metadata is an automated approach that can extract the meaning from content eliminating manual metadata generation yet still providing the ability to manage knowledge assets in alignment with the unique corporate knowledge infrastructure. 40
41 Automated Metadata Approach conceptclassifier for SharePoint 2010 provides an automated metadata approach for an immediate ROI and drives business value Create enterprise automated metadata framework/model Average return on investment minimum of 38% and runs as high as 600% (IDC) Apply consistent meaningful metadata to enterprise content Incorrect meta tags costs an organization $2,500 per user per year in addition potential costs for noncompliance (IDC) Guide users to relevant content with taxonomy navigation Savings of $8,965 per year per user based on an $80K salary (Chen & Dumais) 100% Recall of content, 35% Faster access to content Precision Use automatic conceptual metadata generation to improve Records Management Eliminate inconsistent end user tagging at $4-$7 per record (Hoovers) Improve compliance processes, eliminate potential privacy exposures 6. Life Cycle Management 5. Records Management and PII 1. Model and Validate 4. Business Processes 2. Automate Tagging 3. Findability 41
42 Native Integration conceptclassifier provides a native integration into Term Store Native integration into Term Store No custom property types Why do we work with native term store natively? Easy Upgrade No Service Pack Updates, no custom code. conceptclassifier is a native integration. Every item is synchronized with term store and is a part of managed metadata service. All search features work natively as they should. No custom search property values which require custom code updates and additional custom search controls. conceptclassifier is a native integration. Because it is the natural place that you should store metadata if you are driving economies of scale by leveraging Microsoft stack. That is Microsoft s road map for metadata management. If you want to go back to a pure manual application, there is no code rewrite. conceptclassifier is a native integration. You just unplug and you are back to native. 42
43 Automated Multi-Word Term Suggestions for Term Store Concept Searching s unique statistical concept identification underpins all technologies. Multi word suggestion is explicitly more valuable than single term suggestion algorithms. Concept Searching provides Automatic Concept Term Extraction Triple Baseball Three Heart Organ Center Bypass Highway Avoid conceptclassifier will generate conceptual metadata by extracting multi-word terms that identifies triple heart bypass as a concept as opposed to single keywords. Metadata can be used by any search engine index or any application/process that uses metadata. 43
44 Immediate Value conceptclassifier for SharePoint 2010 drives immediate value for end users for Search, Records Management, and Sensitive Information Removal conceptclassifier for SharePoint 2010 Automatically applies Metadata Automatically Applies Content Types Auto Applies Retention Code Policies Automatically applies Windows Rights Management Policies Automatic Term Boosting for FAST Pulls hierarchy directly from Term Store; therefore, updates are immediate and accurate for guided taxonomy navigation in FAST Can also classify File Shares/other repositories 44
45 Enterprise Taxonomy Management Enterprise Taxonomy Management and Auto-classification Multi User Distributed Branch and Term Support for Enterprise Native Term Store Integration for SharePoint 2010 Accelerate building out taxonomies by 75% with automatic Term/Clue Suggestion Enables the ability for information architects to build, model, and validate Automatic Term Boosting for FAST/Search Platforms Pragmatic Ontology Features for subject matter experts Broad to Narrow Preferred Term Non preferred terms Poly hierarchies not supported in Term Store Relations not supported in Term Store 45
46 conceptclassifier for FAST Search Improves search outcomes by placing conceptual metadata in the FAST Search index to increase relevancy of search results Enables import of FAST Entities into the conceptclassifier taxonomy manager to fine-tune them with metadata generated from your own content and nomenclature Runs natively as a FAST Pipeline Stage eliminating integration and customization issues Eliminates vocabulary normalization issues across global boundaries through controlled vocabularies Improves faceted search results as facets are based on concepts aligned with the taxonomy Provides taxonomy browse capabilities based on the nodes within the corporate taxonomy(s) Provides accurate metadata filters such as numeric range searching and wildcard alphanumeric matching Removes documents from search results that are confidential/sensitive through automatic Content Type updating and routing to secure server Automatically tags content with both vocabulary and retention codes and respects SharePoint security that could prevent access to the document once it has been declared a record 46
47 Product Screen Shots 47
48 Manual Metadata Approach Traditional manual approach is subjective, cumbersome, and ineffective End user must select values from multiple term sets. Up to 30,000 values per term set and 1,000 term sets per term store. Manual approach is impractical. 48
49 Automated Metadata Approach An automated approach ensures accurate Records Management, Sensitive Information Removal, and improved Search/Findability Metadata is automatically applied to content by ConceptClassifier via TaxonomyManager. contenttypeupdater can take it a step further and modify content type to redirect document/object to a different content type or migrate it to another site collection or document library. In this example, the documents are being changed from document content type to PII or Records Center Content Type. 49
50 Term Store Management Term Store Management is provided by Taxonomy Manager and conceptclassifier Deep capabilities to build out rules classification approaches including: standard term, phonetics, metadata, class ID, language, case sensitive, regular expression, and boosting. TaxonomyManager is an intuitive and elegant to tool to manage how and when term sets are applied within SharePoint 2010 and what new terms to add to the term store. 50
51 Automated Metadata Approach An automated approach ensures accurate Records Management, Sensitive Information Removal, and improved Search/Findability The documents with 10 in front of them have had their content types updated. In this example, the documents are being changed from document content type to PII or Records Center Content Type. They could have also been moved to a different folder if that was the desired outcome. 51
52 Intuitive Guided Navigation conceptclassifier for FAST and SharePoint 2010 Search conceptclassifier for 2010 Product Suite provides intuitive guided navigation for FAST Multi value select with in a term set is the single fastest approach you can provide for end users to get access to the correct content. It is just like picking values when you are on Best Buy or Amazon but it is with your personalized corporate term set vocabulary. 52
53 Demo How to automate the process of applying metadata in a SharePoint 2010 native term store environment to improve Findability and Records Management 53
54 Contact Don Miller VP Business Development Jill Hannemann Principal of Information Management 54
55 Upcoming Webinars in the Series SharePoint Governance: Managing Content Sprawl September 14th - 11:30am-12:30pm EST Once deployed within your company, SharePoint's popularity has the potential to become viral. This session will focus on how to apply a governance strategy against the SharePoint sites and objects, and how best to manage user expectations for leveraging SharePoint within your company. We also look at how using Concept Searching s Concept Classifier for SharePoint you might automate much of the process designed to deliver a consistent user experience at retrieval time using taxonomy and automatic content tagging. Furthermore we explore using the tool to apply your Governance strategy to identify and lock down sensitive information such as PII from being published on uncontrolled portals. De-mystifying Content Types: Four Key Content Types to Leverage October 19th - 11:30am-12:30pm EST Content types are a powerful feature of SharePoint 2010 and are largely under-utilized. Learn more about content types, what they can do and how to implement them across your SharePoint environment. PPC will also share four key content types to implement that span multiple industries. We also review Concept Searching s Content Type Updater, an automatic content tagging solution that can apply content types based upon vocabulary and metadata. The solution, fully integrated with SharePoint 2010 and the Term Store can then workflow specific types of content based upon policy and guidelines addressing such business issues as preservation and disposition, risk, and Governance. 55
Session 1: Business Taxonomy and Metadata Design
Welcome John Challis CEO and CTO johnc@conceptsearching.com Jill Hannemann Principal Consultant jhannemann@ppc.com Don Miller VP Product Development donm@conceptsearching.com 2 About Concept Searching
More informationSession 2: Designing Information Architecture for SharePoint: Making Sense in a World of SharePoint Architecture
Session 2: Designing Information Architecture for SharePoint: Making Sense in a World of SharePoint Architecture Welcome Don Miller VP Product Development donm@conceptsearching.com Rachel Sondag Knowledge
More informationCompliance in Office 365 What You Should Know. Don Miller Vice President of Sales Concept Searching donm@conceptsearching.com Twitter @conceptsearch
Compliance in Office 365 What You Should Know Don Miller Vice President of Sales Concept Searching donm@conceptsearching.com Twitter @conceptsearch Agenda Concept Searching Who we are and what we do Office
More information84% of Migration Projects Fail Getting it Right in SharePoint
84% of Migration Projects Fail Getting it Right in SharePoint Val Orekhov Don Miller Vice President of Sales Concept Searching donm@conceptsearching.com Twitter @conceptsearch Michael Konrath Chief Architect
More informationReduce Cost, Time, and Risk ediscovery and Records Management in SharePoint
Reduce Cost, Time, and Risk ediscovery and Records Management in SharePoint David Tappan SharePoint Consultant C/D/H davidt@cdh.com Twitter @cdhtweetstech Don Miller Vice President of Sales Concept Searching
More informationIntelligent SharePoint to Optimize Energy Sector Enterprise Content Management
Intelligent SharePoint to Optimize Energy Sector Enterprise Content Management Don Miller Vice President of Sales Concept Searching Adam Hutchinson Robert Lovelace donm@conceptsearching.com Vice President
More informationAchieving a New Level of Search Optimization with Google Search Appliance
Achieving a New Level of Search Optimization with Google Search Appliance Paul Billingham Sales Director Europe Concept Searching paulb@conceptsearching.com John Challis Founder and CEO/CTO Concept Searching
More informationBest Practices for Architecting Taxonomy and Metadata in an Open Source Environment
Best Practices for Architecting Taxonomy and Metadata in an Open Source Environment Zach Wahl President and Chief Executive Officer Enterprise Knowledge zwahl@enterprise-knowledge.com Twitter @EKConsulting
More informationWebinar 3: When and when not to use Third-Party Tools: Managing the Term Store and Auto-Classification in SharePoint 2010
Webinar 3: When and when not to use Third-Party Tools: Managing the Term Store and Auto-Classification in SharePoint 2010 Agenda Introductions Review Tagging in 2010 Case Study Oppenheimer Funds Legal
More informationconceptsearching Prepared by: Concept Searching 8300 Greensboro Drive, Suite 800 McLean, VA 22102 USA +1 703 531 8567
conceptsearching Empowering Knowledge in Professional Services White Paper Prepared by: Concept Searching 8300 Greensboro Drive, Suite 800 McLean, VA 22102 USA +1 703 531 8567 9 Shephall Lane Stevenage
More informationCONCEPTCLASSIFIER FOR SHAREPOINT
CONCEPTCLASSIFIER FOR SHAREPOINT PRODUCT OVERVIEW The only SharePoint 2007 and 2010 solution that delivers automatic conceptual metadata generation, auto-classification and powerful taxonomy tools running
More informationWebinar Series 2011. Session #1: How and Where Taxonomies Appear in a Content Management System (CMS) June 22, 2011
Webinar Series 2011 Session #1: How and Where Taxonomies Appear in a Content Management System (CMS) June 22, 2011 Welcome Joe Hilger Practice Manager Niels Nielsen Practice Manager 703-926-4600 Joseph
More informationUTILIZING COMPOUND TERM PROCESSING TO ADDRESS RECORDS MANAGEMENT CHALLENGES
UTILIZING COMPOUND TERM PROCESSING TO ADDRESS RECORDS MANAGEMENT CHALLENGES CONCEPT SEARCHING This document discusses some of the inherent challenges in implementing and maintaining a sound records management
More informationSharePoint Term Store & Taxonomy Design Harold Brenneman Lighthouse Microsoft Technology Group
SharePoint Term Store & Taxonomy Design Harold Brenneman Lighthouse Microsoft Technology Group Lighthouse Computer Services, All rights reserved Harold Brenneman Consulting Manager MBA, focusing on the
More informationCertified Information Professional 2016 Update Outline
Certified Information Professional 2016 Update Outline Introduction The 2016 revision to the Certified Information Professional certification helps IT and information professionals demonstrate their ability
More informationPrepared by: Concept Searching 8300 Greensboro Drive Suite 800 McLean VA 22102 USA +1 703 531 8567
conceptsearching Smart Content Framework White Paper Prepared by: Concept Searching 8300 Greensboro Drive Suite 800 McLean VA 22102 USA +1 703 531 8567 9 Shephall Lane Stevenage Hertfordshire SG2 8DH UK
More informationCertified Information Professional (CIP) Certification Maintenance Form http://www.aiim.org/certification
Certified Information Professional (CIP) Certification Maintenance Form http://www.aiim.org/certification Name: Title: Company: Address: City: State/Province: ZIP/Postal Code: Country: Email Address: Telephone:
More informationImportance of Metadata in Digital Asset Management
Importance of Metadata in Digital Asset Management It doesn t matter if you already have a Digital Asset Management (DAM) system or are considering one; the data you put in will determine what you get
More informationAchieve more with less
Energy reduction Enterprise Fax Servers Solutions Integrations: SharePoint case Whitepaper Achieve more with less SharePoint 2010 Benefits and Migration Costs Why Fax Server Integration Receive faxes to
More informationSharePoint 2013 Site Owner and Power User Boot Camp SP31; 3 Days, Instructor-led
SharePoint 2013 Site Owner and Power User Boot Camp SP31; 3 Days, Instructor-led Course Description Users that have some basic knowledge of navigating a SharePoint site will find this class the perfect
More informationSharePoint Governance: Planning, Strategy and Adoption
Thinking SharePoint? Think Jornata. SharePoint Governance: Planning, Strategy and Adoption Scott Jamison Managing Partner & CEO Jornata LLC scott.jamison@jornata.com About Scott Jamison CEO of Jornata,
More information2007 to 2010 SharePoint Migration - Take Time to Reorganize
2007 to 2010 SharePoint Migration - Take Time to Reorganize by Mark Klinchin CTO, MetaVis Technologies May 2010 Phone: (610)-717-0413 Email: info@metavistech.com Website: www.metavistech.com Introduction
More informationThe Core Pillars of AN EFFECTIVE DOCUMENT MANAGEMENT SOLUTION
The Core Pillars of AN EFFECTIVE DOCUMENT MANAGEMENT SOLUTION Amanda Perran 6 Time MVP Microsoft SharePoint Server Practice Lead, SharePoint - Plato vts Microsoft Co-Author of Beginning SharePoint 2007
More informationAuto-Classification in SharePoint. How BA Insight AutoClassifier Integrates with the SharePoint Managed Metadata Service
How BA Insight AutoClassifier Integrates with the SharePoint Managed Metadata Service BA Insight 2015 Table of Contents Abstract... 3 Findability and the Value of Metadata... 3 Finding Information is Hard...
More informationFlattening Enterprise Knowledge
Flattening Enterprise Knowledge Do you Control Your Content or Does Your Content Control You? 1 Executive Summary: Enterprise Content Management (ECM) is a common buzz term and every IT manager knows it
More informationConfiguring SharePoint 2013 Document Management and Search. Scott Jamison Chief Architect & CEO Jornata scott.jamison@jornata.com
Configuring SharePoint 2013 Document Management and Search Scott Jamison Chief Architect & CEO Jornata scott.jamison@jornata.com Configuring SharePoint 2013 Document Management and Search Scott Jamison
More informationImplementing SharePoint 2010 as a Compliant Information Management Platform
Implementing SharePoint 2010 as a Compliant Information Management Platform Changing the Paradigm with a Business Oriented Approach to Records Management Introduction This document sets out the results
More informationIntegrated email archiving: streamlining compliance and discovery through content and business process management
Make better decisions, faster March 2008 Integrated email archiving: streamlining compliance and discovery through content and business process management 2 Table of Contents Executive summary.........
More informationThe Value of Taxonomy Management Research Results
Taxonomy Strategies November 28, 2012 Copyright 2012 Taxonomy Strategies. All rights reserved. The Value of Taxonomy Management Research Results Joseph A Busch, Principal What does taxonomy do for search?
More informationIntroduction to Records Management in SharePoint 2013
Introduction to Records Management in SharePoint 2013 Real World tips and tools to build out your SharePoint 2013 Records Management System Noorez Khamis @nkhamis http://www.khamis.net March 10 th, 2015
More informationCase Study - MetaVis Migrator
Case Study - MetaVis Migrator UK Law Firm Moves From File Shares to SharePoint MetaVis Applies Structure to Content Management System Location Manchester, United Kingdom Industry Professional Services
More informationRecords Management and SharePoint 2013
Records Management and SharePoint 2013 SHAREPOINT MANAGEMENT, ARCHITECTURE AND DESIGN Bob Mixon Senior SharePoint Architect, Information Architect, Project Manager Copyright Protected by 2013, 2014. Bob
More informationRecord Management in SharePoint
Record Management in SharePoint JULY 2013 (please consult http://www.katprotech.com/whitepapers for the latest version of this paper) ABOUT KATPROTECHNOLOGIES: Katpro Technologies is an advanced technology
More informationGovernance in Digital Asset Management
Governance in Digital Asset Management When was the last time you spent longer than it should have taken trying to find a specific file? Did you have to ask someone to help you? Or, has someone asked you
More informationPrepared by: Concept Searching 8300 Greensboro Drive Suite 800 McLean VA 22102 USA +1 703 531 8567
conceptsearching The Trend Towards Intelligent Metadata Solutions White Paper Prepared by: Concept Searching 8300 Greensboro Drive Suite 800 McLean VA 22102 USA +1 703 531 8567 9 Shephall Lane Stevenage
More informationCollaboration. Michael McCabe Information Architect mmccabe@gig-werks.com. black and white solutions for a grey world
Collaboration Michael McCabe Information Architect mmccabe@gig-werks.com black and white solutions for a grey world Slide Deck & Webcast Recording links Questions and Answers We will answer questions at
More informationUsing SharePoint to Manage Project Documentation
Using SharePoint to Manage Project Documentation Oakwood Systems Group, Inc. Lloyd Miller, PMP Director of Delivery Assurance Glenn Goldberg, VTS-P SharePoint Practice Manager Oakwood Vision & Mission
More informationAV-20 Best Practices for Effective Document and Knowledge Management
Slide 1 AV-20 Best Practices for Effective Document and Knowledge Management Douglas J. Vargo Vice President, Information Management Practice 2013 Invensys. All Rights Reserved. The names, logos, and taglines
More information10231B: Designing a Microsoft SharePoint 2010 Infrastructure
10231B: Designing a Microsoft SharePoint 2010 Infrastructure Course Number: 10231B Course Length: 5 Days Course Overview This 5 day course teaches IT Professionals to design and deploy Microsoft SharePoint
More informationWhitepaper Data Governance Roadmap for IT Executives Valeh Nazemoff
Whitepaper Data Governance Roadmap for IT Executives Valeh Nazemoff The Challenge IT Executives are challenged with issues around data, compliancy, regulation and making confident decisions on their business
More informationhow can I comprehensively control sensitive content within Microsoft SharePoint?
SOLUTION BRIEF Information Lifecycle Control for Sharepoint how can I comprehensively control sensitive content within Microsoft SharePoint? agility made possible CA Information Lifecycle Control for SharePoint
More informationThe Power of Classifying in SharePoint 2010
The Power of Classifying in SharePoint 2010 by Agnes Molnar, Microsoft SharePoint MVP October 2010 Phone: (610)-717-0413 Email: info@metavistech.com Website: www.metavistech.com Introduction As a Microsoft
More informationThe Recipe for Sarbanes-Oxley Compliance using Microsoft s SharePoint 2010 platform
The Recipe for Sarbanes-Oxley Compliance using Microsoft s SharePoint 2010 platform Technical Discussion David Churchill CEO DraftPoint Inc. The information contained in this document represents the current
More informationCollaborative Project & Program Management for the AEC with SharePoint & Office 365
Collaborative Project & Program Management for the AEC with SharePoint & Office 365 Today s Presentation Introduction About Gig Werks & AEC Expertise Advantages of Office 365 & The Cloud ProjectReady Applications
More informationDonna G. Rose, CRM Global Records Manager Apache Corp May 6, 2010
Donna G. Rose, CRM Global Records Manager Apache Corp May 6, 2010 Starting on the journey Vision of what can be managed electronically Most information created today is electronic Most information is stored
More informationStreamline Enterprise Records Management. Laserfiche Records Management Edition
Laserfiche Records Management Edition Streamline Enterprise Records Management Controlling your organization s proliferating paper and electronic records can be demanding. How do you adhere to records
More informationCommVault Simpana 9 Information Governance
A CommVault White Paper CommVault Simpana 9 Information Governance A Step-Wise Approach to Better Information Access and Retention Simon Taylor Senior Director Information & Access Management Contents
More informationSharePoint 2010 vs. SharePoint 2013 Feature Comparison
SharePoint 2010 vs. SharePoint 2013 Feature Comparison March 2013 2013 SUSAN HANLEY LLC SharePoint 2010 vs. 2013 From a document collaboration perspective, the structures of both versions are the same
More informationEnterprise 2.0 and SharePoint 2010
Enterprise 2.0 and SharePoint 2010 Doculabs has many clients that are investigating their options for deploying Enterprise 2.0 or social computing capabilities for their organizations. From a technology
More information10 Things IT Should be Doing (But Isn t)
Contents Overview...1 Top Ten Things IT Should be Doing...2 Audit Data Access... 2 Inventory Permissions and Directory Services Group Objects... 2 Prioritize Which Data Should Be Addressed... 2 Remove
More informationMaking Content Easy to Find. DC2010 Pittsburgh, PA Betsy Fanning AIIM
Making Content Easy to Find DC2010 Pittsburgh, PA Betsy Fanning AIIM Who is AIIM? The leading industry association representing professionals working in Enterprise Content Management (ECM). We offer a
More informationMicrosoft Dynamics AX 2012 A New Generation in ERP
A New Generation in ERP Mike Ehrenberg Technical Fellow Microsoft Corporation April 2011 Microsoft Dynamics AX 2012 is not just the next release of a great product. It is, in fact, a generational shift
More informationInformation Access Platforms: The Evolution of Search Technologies
Information Access Platforms: The Evolution of Search Technologies Managing Information in the Public Sphere: Shaping the New Information Space April 26, 2010 Purpose To provide an overview of current
More informationStructured Content: the Key to Agile. Web Experience Management. Introduction
Structured Content: the Key to Agile CONTENTS Introduction....................... 1 Structured Content Defined...2 Structured Content is Intelligent...2 Structured Content and Customer Experience...3 Structured
More informationUSING TAXONOMIES AS MASTER REFERENCE METADATA FOR THE ENTERPRISE
USING TAXONOMIES AS MASTER REFERENCE METADATA FOR THE ENTERPRISE April 11, 2012 Jeannine Bartlett Chief Solutions Architect, Earley & Associates Data Management Association San Francisco Chapter (SF DAMA
More informationEnterprise Content Management with Microsoft SharePoint
Enterprise Content Management with Microsoft SharePoint Overview of ECM Services and Features in Microsoft Office SharePoint Server 2007 and Windows SharePoint Services 3.0. A KnowledgeLake, Inc. White
More informationVDOT SharePoint 2010 Strategy June 8, 2011
VDOT SharePoint 2010 Strategy June 8, 2011 Murali Rao Slide 1 Agenda What is SharePoint? VDOT- Objectives for SharePoint 2010 Strategic Progression (Information Mgmt. Maturity Model) A Case For Change
More informationECM AS A CLOUD PLATFORM:
ECM AS A CLOUD PLATFORM: KEEP IT SIMPLE TABLE OF CONTENTS ECM as a Cloud Platform 2 What is a Cloud Platform? 2 What is a Cloud Application? 3 SpringCM The World s Leading ECM Cloud Platform Provider 6
More informationDEEP DIVE WORKSHOP: RECORDS MANAGEMENT IN SHAREPOINT 2010. Mile High Denver ARMA Chapter Meeting February 19, 2013
DEEP DIVE WORKSHOP: RECORDS MANAGEMENT IN SHAREPOINT 2010 Mile High Denver ARMA Chapter Meeting February 19, 2013 Introductions Planet Technologies - a global leader in Microsoft technologies Six time
More informationAchieve Economic Synergies by Managing Your Human Capital In The Cloud
Achieve Economic Synergies by Managing Your Human Capital In The Cloud By Orblogic, March 12, 2014 KEY POINTS TO CONSIDER C LOUD S OLUTIONS A RE P RACTICAL AND E ASY TO I MPLEMENT Time to market and rapid
More informationDigital Asset Management. Content Control for Valuable Media Assets
Digital Asset Management Content Control for Valuable Media Assets Overview Digital asset management is a core infrastructure requirement for media organizations and marketing departments that need to
More informationWhite Paper. Contract Document Management with SharePoint. Conceive. Build. Succeed.
White Paper Contract Document Management with SharePoint Nobody wants to be kept awake at night by a contract management nightmare. Contracts can be complex with multiple draft versions, signed copies,
More informationThe Webcast will begin at 1:00pm EST. www.gig-werks.com
SharePoint 2013 & SharePoint Online Security, Compliance & ediscovery The Webcast will begin at 1:00pm EST Today s Presentation: Introduction & About Gig Werks Gig Werks Experience with SharePoint Office
More informationExtending SharePoint 2013 for Email Management
Extending SharePoint 2013 for Email Management Enhance baseline SharePoint Site Mailbox functionalities and broaden the enterprise content management (ECM) capability of SharePoint SharePoint 2013 has
More informationSharePoint Training DVD Videos
SharePoint Training DVD Videos SharePoint 2013 Administration Intended for: Prerequisites: Hours: Enterprise Content Managers / Administrators Planners / Project managers None 16 hours of video + 18 hours
More informationMicrosoft in an Integrated. Update. decisions faster. Presented by Steve Studer for the AIIM
Presented by Steve Studer for the AIIM IBM ECM and Microsoft in an Integrated Environment Update empowering better decisions faster IBM ECM Offering Manager for Microsoft SharePoint Integration 2011 IBM
More informationObject Storage A Dell Point of View
Object Storage A Dell Point of View Dell Product Group 1 THIS POINT OF VIEW PAPER IS FOR INFORMATIONAL PURPOSES ONLY, AND MAY CONTAIN TYPOGRAPHICAL ERRORS AND TECHNICAL INACCURACIES. THE CONTENT IS PROVIDED
More informationSHAREPOINT 2016 POWER USER BETA. Duration: 4 days
SHAREPOINT 2016 POWER USER BETA Duration: 4 days Overview This course delivers the complete site owner story from start to finish in an engaging and practical way to ensure you have the confidence to plan
More informationSoftware Firm Applies Structure to Content Management System for Greatest Value
Partner Solution Case Study Software Firm Applies Structure to Content Management System for Greatest Value Overview Country or Region: United States Industry: Professional services Software engineering
More informationIntelligent document management for the legal industry
Brochure Intelligent document management for the legal industry HP WorkSite The leading legal enterprise content management solution Sharing documents between legal teams, clients, and service providers
More informationLayer2 Knowledge Management Suite for SharePoint V3
Layer2 Knowledge Management Suite for SharePoint V3 Frank Daske Business Development Manager Layer2 10.11.2014 Layer2 Successful for more than 20 years in the fields of SharePoint,.NET-programming and
More informationDocument Management and Records Management in SharePoint 2013. Scott Jamison
Document Management and Records Management in SharePoint 2013 Scott Jamison Chief Architect & CEO Digital Asset Management Document Imaging Workflow Document Management Records Management
More informationHP Service Manager software
HP Service Manager software The HP next generation IT Service Management solution is the industry leading consolidated IT service desk. Brochure HP Service Manager: Setting the standard for IT Service
More informationIBM Global Business Services Microsoft Dynamics CRM solutions from IBM
IBM Global Business Services Microsoft Dynamics CRM solutions from IBM Power your productivity 2 Microsoft Dynamics CRM solutions from IBM Highlights Win more deals by spending more time on selling and
More informationAchieving Information Governance in SharePoint
Achieving Information Governance in SharePoint Connecting SharePoint to your Information Governance Strategy April 4, 2013 Gimmal is a Solutions Company We extend the market-leading enterprise platforms
More informationW H I T E P A P E R E X E C U T I V E S U M M AR Y S I T U AT I O N O V E R V I E W. Sponsored by: EMC Corporation. Laura DuBois May 2010
W H I T E P A P E R E n a b l i n g S h a r e P o i n t O p e r a t i o n a l E f f i c i e n c y a n d I n f o r m a t i o n G o v e r n a n c e w i t h E M C S o u r c e O n e Sponsored by: EMC Corporation
More informationGlobal Headquarters: 5 Speen Street Framingham, MA 01701 USA P.508.872.8200 F.508.935.4015 www.idc.com
Global Headquarters: 5 Speen Street Framingham, MA 01701 USA P.508.872.8200 F.508.935.4015 www.idc.com W H I T E P A P E R L e v e r a g e R e c o r d s M a n a g e m e n t B e s t P r a c t i c e s t
More informationHow to Enhance Traditional BI Architecture to Leverage Big Data
B I G D ATA How to Enhance Traditional BI Architecture to Leverage Big Data Contents Executive Summary... 1 Traditional BI - DataStack 2.0 Architecture... 2 Benefits of Traditional BI - DataStack 2.0...
More informationMatchPoint Technical Features Tutorial 21.11.2013 Colygon AG Version 1.0
MatchPoint Technical Features Tutorial 21.11.2013 Colygon AG Version 1.0 Disclaimer The complete content of this document is subject to the general terms and conditions of Colygon as of April 2011. The
More informationSemaphore Overview. A Smartlogic White Paper. Executive Summary
Semaphore Overview A Smartlogic White Paper Executive Summary Enterprises no longer face an acute information access challenge. This is mainly because the information search market has matured immensely
More informationBLUESKIES. Microsoft SharePoint and Integration with Content Management Platforms. FileHold - Providing Advanced Content Management Functionality
C O N S U L T I N G Microsoft SharePoint and Integration with Content Management Platforms FileHold - Providing Advanced Content Management Functionality Prepared by: Keith Corbett, Principal, Blueskies
More informationThe Webcast will begin at 1:00pm EST. www.gig-werks.com
Workflow throughout the Enterprise for Legal Firms and Departments The Webcast will begin at 1:00pm EST www.gig-werks.com Today s Presentation: Introduction & About Gig Werks Gig Werks Experience with
More informationmetaengine DataConnect For SharePoint 2007 Configuration Guide
metaengine DataConnect For SharePoint 2007 Configuration Guide metaengine DataConnect for SharePoint 2007 Configuration Guide (2.4) Page 1 Contents Introduction... 5 Installation and deployment... 6 Installation...
More informationIBM ediscovery Identification and Collection
IBM ediscovery Identification and Collection Turning unstructured data into relevant data for intelligent ediscovery Highlights Analyze data in-place with detailed data explorers to gain insight into data
More informationSourceForge Enterprise Edition 4.4 SP1 User Guide
SourceForge Enterprise Edition 4.4 SP1 User Guide SourceForge Enterprise Edition 4.4, Service Pack 1 Part Number: 98-0063 Last Revision: January 2008 Copyright 2008 CollabNet, Inc. All rights reserved.
More informationEnterprise Records Management in SharePoint and Office 365
Enterprise Records Management in SharePoint and Office 365 Today s Presentation: Introduction & About Gig Werks SharePoint 2013 ECM & Records Management Advantages to 3rd Party Applications About RecordPoint
More informationAn Introduction to SharePoint Governance
An Introduction to SharePoint Governance A Guide to Enabling Effective Collaboration within the Workplace Christopher Woodill Vice President, Solutions and Strategy christopherw@navantis.com 416-477-3945
More informationTaxonomies in Practice Welcome to the second decade of online taxonomy construction
Building a Taxonomy for Auto-classification by Wendi Pohs EDITOR S SUMMARY Taxonomies have expanded from browsing aids to the foundation for automatic classification. Early auto-classification methods
More informationHow To Upgrade To Sharepoint 2013
SharePoint and Office 365 Migration Made Easy with Metalogix Today s Presentation Will Cover: About Gig Werks SharePoint 2013 Overview Approaches to Upgrades and Migration About Metalogix SharePoint and
More informationT HE I NFORMATION A RCHITECTURE G LOSSARY
T HE I NFORMATION A RCHITECTURE G LOSSARY B Y K AT H AGEDORN, ARGUS A SSOCIATES M ARCH 2000 I NTRODUCTION This glossary is intended to foster development of a shared vocabulary within the new and rapidly
More informationERA Challenges. Draft Discussion Document for ACERA: 10/7/30
ERA Challenges Draft Discussion Document for ACERA: 10/7/30 ACERA asked for information about how NARA defines ERA completion. We have a list of functions that we would like for ERA to perform that we
More informationVeritas ediscovery Platform
TM Veritas ediscovery Platform Overview The is the leading enterprise ediscovery solution that enables enterprises, governments, and law firms to manage legal, regulatory, and investigative matters using
More informationA WHITE PAPER By Silwood Technology Limited
A WHITE PAPER By Silwood Technology Limited Using Safyr to facilitate metadata transparency and communication in major Enterprise Applications Executive Summary Enterprise systems packages such as SAP,
More informationJOURNAL OF OBJECT TECHNOLOGY
JOURNAL OF OBJECT TECHNOLOGY Online at www.jot.fm. Published by ETH Zurich, Chair of Software Engineering JOT, 2008 Vol. 7, No. 8, November-December 2008 What s Your Information Agenda? Mahesh H. Dodani,
More informationILM et Archivage Les solutions IBM
Information Management ILM et Archivage Les solutions IBM Dr. Christian ARNOUX Consultant Information Management IBM Suisse, Software Group 2007 IBM Corporation IBM Strategy for Enterprise Content Compliance
More information9. Technology in KM. ETL525 Knowledge Management Tutorial Four. 16 January 2009. K.T. Lam lblkt@ust.hk
9. Technology in KM ETL525 Knowledge Management Tutorial Four 16 January 2009 K.T. Lam lblkt@ust.hk Last updated: 15 January 2009 Technology is KM Enabler Technology is one of the Four Pillars of KM, which
More informationReporting Services. White Paper. Published: August 2007 Updated: July 2008
Reporting Services White Paper Published: August 2007 Updated: July 2008 Summary: Microsoft SQL Server 2008 Reporting Services provides a complete server-based platform that is designed to support a wide
More informationSHAREPOINT SOLUTIONS
SHAREPOINT SHAREPOINT SOLUTIONS Connected Systems is one of Australia s premier SharePoint Services practice and has extensive SharePoint expertise in the following areas: Strategic Consulting (Information
More informationData Sheet: Archiving Symantec Enterprise Vault Discovery Accelerator Accelerate e-discovery and simplify review
Accelerate e-discovery and simplify review Overview provides IT/Legal liaisons, investigators, lawyers, paralegals and HR professionals the ability to search, preserve and review information across the
More informationDocument Management & Workflow
New 2012 Guide! E-Records Institute SharePoint Governance: Leveraging MS SharePoint 2007/2010 for Document Management & Workflow Including Electronic Records Management, E- Discovery, Project Management
More information