The Core Pillars of AN EFFECTIVE DOCUMENT MANAGEMENT SOLUTION
|
|
- Emily Edwards
- 8 years ago
- Views:
Transcription
1 The Core Pillars of AN EFFECTIVE DOCUMENT MANAGEMENT SOLUTION
2 Amanda Perran 6 Time MVP Microsoft SharePoint Server Practice Lead, SharePoint - Plato vts Microsoft Co-Author of Beginning SharePoint 2007 & Beginning SharePoint 2010 Key Practice Areas: Governance, Information Architecture and Solution Architecture aperran@platoconsulting.com
3 This Session is Intended For Business Managers Technical Managers IT Professionals Information Managers Interested in building an Extensible Document Management Solution for their Organization.
4 Agenda Review Key Pillars of an Effective Document Management Solution Demonstrate Features in a Realistic But Fictional Scenario
5 The Pillars Content Types Metadata Organization Navigation / Search Information Management Policies Records Declaration
6 Understanding CONTENT TYPES
7 What Are Content Types? Name & Description Template Site Columns Workflow Document Information Panel Information Policy Settings
8 Structured Rules Inheritance Contoso Document Sales Document Sales Proposal Define: Metadata Expiration Rules Auditing Rules Workflows Sales Quote Invoice Define: Templates Additional Metadata (IF Applicable) Receipt
9 Creating New Content
10 Document Sets Defined as a Content Type Manages work products made up of multiple documents. Document Set Features Shared Metadata Customized welcome page Default documents added Version capture Workflows
11 Understanding METADATA
12 Content Classification Structured Managed Metadata Service: Highly Structured Taxonomies Site Columns: Centrally Managed & Reusable Metadata Unstructured Keywords: User Specified Tags that may be promoted to managed metadata over time.
13 Site Columns Required for Use in Content Types Be reasonable when defining number of columns per document type. Think Reusability!
14 Managed Metadata Service Centralized Taxonomy Supports Hierarchies of Terms Very Extensible Useful for Large Sets of Values
15 Tags and Keywords
16 Thinking About ORGANIZATION
17 Myth Folders are Evil Folders are still very relevant in an effective Document Management Solution Permissions High Level Grouping Limited Levels Combine with Metadata!
18 Understanding INFORMATION MANAGEMENT POLICIES
19 Retention Supported on all SharePoint objects. Retention schedules may be defined: In Multiple Stages For Content Types or Libraries and Folders Uniquely for Records vs. Non Records A variety of Actions exist.
20 Auditing Supported on all SharePoint objects Wide variety of actions logged. Individual item audit reports available.
21 Labels The ability to embed text labels in MS Office Documents automatically. Can include document specific data: Classification Type Sensitivity Information Product Name
22 Contoso Document Management
23 Fictional Scenario Contoso is an Adventure Tourism company located in Newfoundland and Labrador, Canada.
24 Background Offer tours of key attraction areas on land and sea. Business has been growing considerably and they require more control over their electronic information.
25 Contoso s Document Types Sales Proposals Sales Quotes Invoices Receipts Satisfaction Survey Brochures Forms Templates Policies
26 Further Defined
27 Very Defined
28 Content Types, Metadata, and Policies
29 Thinking About NAVIGATION & SEARCH
30 One File Multiple Access Points Limit storage of a file to one location. Use tools such as content query and links to provide multiple points of access.
31 Observation Most employees will launch Bing or Google as soon as they need to find public information. But what about internal information?
32 Make Search Work! Contextual Search Increase Confidence Refine Constantly Classify Documents
33 Metadata Navigation Ideal tool for finding information in a large document library. Provides users with options. Reduces requirements for custom views = easier management!
34 Metadata Navigation
35 Understanding RECORDS DECLARATION
36 Records Declaration SharePoint 2010 offers choices in how records are declared and subsequently stored. In Place Approach Archive Approach
37 In Place Records Management Records Remain Beside Non-Records Auditing, Retention and Classification Controlled from within collaborative environment. Ability to Edit or Delete can be removed.
38 Archive Approach Records are relocated to a formal archive location. More traditional approach. Single place of storage and management for all Records.
39 Content Organizer Supports the automatic routing of files based on pre-defined rules.
40 Configuring Records Declaration
41 Best Practices for Success! Plan well before SharePoint Implement in Phases and Stages Approach with Integrated Governance Develop a solid communications plan.
42 Find a Balance Comfort Control
43 Thank you!
Kit Rowley. Subject: Content type and workflow planning (SharePoint Server 2010) Attachments: image001.gif. Plan content types. Plan content types
Kit Rowley Subject: Content type and workflow planning (SharePoint Server 2010) Attachments: image001.gif Content type and workflow planning (SharePoint Server 2010) Published: May 12, 2010 This article
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 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 informationSharePoint 2013 for Business Process Automation
SharePoint 2013 for Business Process Automation Course Number: 12966 Category: SharePoint Duration: 3 Days Course Description This three-day instructor-led course teaches business professionals how to
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 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 informationMS 50547B Microsoft SharePoint 2010 Collection and Site Administration
MS 50547B Microsoft SharePoint 2010 Collection and Site Administration Description: Days: 5 Prerequisites: This five-day instructor-led Site Collection and Site Administrator course gives students who
More informationColligo Email Manager 5.1. User Guide
5.1 User Guide Contents Enterprise Email Management for SharePoint 2010 1 Benefits 1 Key Features 1 Platforms Supported 1 Installing and Activating Colligo Email Manager 2 Managing SharePoint Sites 5 Adding
More informationSharePoint 2010 End User - Level II
Course Outline Module 1: Overview A simple introduction module. Understand your course, classroom, classmates, facility and instructor. Module 2: Server Site Definitions In this module we will explore
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 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 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 informationManaged Metadata in Plain English
Managed Metadata in Plain English Understand, Manage, & Use March 31, 2014 About me! Joelle Farley Business Solution Consultant & SharePoint Developer Former Business Analyst & Instructional Designer Started
More informationColligo Email Manager 6.0. Offline Mode - User Guide
6.0 Offline Mode - User Guide Contents Colligo Email Manager 1 Key Features 1 Benefits 1 Installing and Activating Colligo Email Manager 2 Checking for Updates 3 Updating Your License Key 3 Managing SharePoint
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 informationBusiness 360 Online - Product concepts and features
Business 360 Online - Product concepts and features Version November 2014 Business 360 Online from Software Innovation is a cloud-based tool for information management. It helps you to work smarter with
More informationColligo Email Manager 6.0. Connected Mode - User Guide
6.0 Connected Mode - User Guide Contents Colligo Email Manager 1 Benefits 1 Key Features 1 Platforms Supported 1 Installing and Activating Colligo Email Manager 2 Checking for Updates 3 Updating Your License
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 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 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 informationMicrosoft SharePoint 2010 Site Collection and Site Administration Course 50547A; 5 Days, Instructor-led
Lincoln Land Community College Capital City Training Center 130 West Mason Springfield, IL 62702 217-782-7436 www.llcc.edu/cctc Microsoft SharePoint 2010 Site Collection and Site Administration Course
More informationColligo Email Manager 6.2. Offline Mode - User Guide
6.2 Offline Mode - User Guide Contents Colligo Email Manager 1 Benefits 1 Key Features 1 Platforms Supported 1 Installing and Activating Colligo Email Manager 3 Checking for Updates 4 Updating Your License
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 informationTable of Contents. 1. Content Approval...1 EVALUATION COPY
Table of Contents Table of Contents 1. Content Approval...1 Enabling Content Approval...1 Content Approval Workflows...4 Exercise 1: Enabling and Using SharePoint Content Approval...9 Exercise 2: Enabling
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 informationNo-Code SharePoint 2013 Workflows with SharePoint Designer 2013 and Visio 55048A; 3 Days, Instructor-led
Lincoln Land Community College Capital City Training Center 130 West Mason Springfield, IL 62702 217-782-7436 www.llcc.edu/cctc No-Code SharePoint 2013 Workflows with SharePoint Designer 2013 and Visio
More informationProtecting Business Information With A SharePoint Data Governance Model. TITUS White Paper
Protecting Business Information With A SharePoint Data Governance Model TITUS White Paper Information in this document is subject to change without notice. Complying with all applicable copyright laws
More informationTurning Your SharePoint Intranet Into a Productivity Center. 2015 Nonprofit Technology and Communications Conference
Turning Your SharePoint Intranet Into a Productivity Center 2015 Nonprofit Technology and Communications Conference Donald Donais Avtex Consulting Solutions Architect for SharePoint ddonais@avtex.com Blog
More informationCourse 20489B: Developing Microsoft SharePoint Server 2013 Advanced Solutions OVERVIEW
Course 20489B: Developing Microsoft SharePoint Server 2013 Advanced Solutions OVERVIEW About this Course This course provides SharePoint developers the information needed to implement SharePoint solutions
More informationDeveloping Microsoft SharePoint Server 2013 Advanced Solutions MOC 20489
Developing Microsoft SharePoint Server 2013 Advanced Solutions MOC 20489 Course Outline Module 1: Creating Robust and Efficient Apps for SharePoint In this module, you will review key aspects of the apps
More informationDeveloping Microsoft SharePoint Server 2013 Advanced Solutions
Course 20489B: Developing Microsoft SharePoint Server 2013 Advanced Solutions Course Details Course Outline Module 1: Creating Robust and Efficient Apps for SharePoint In this module, you will review key
More informationUOFL SHAREPOINT ADMINISTRATORS GUIDE
UOFL SHAREPOINT ADMINISTRATORS GUIDE WOW What Power! Learn how to administer a SharePoint site. [Type text] SharePoint Administrator Training Table of Contents Basics... 3 Definitions... 3 The Ribbon...
More informationDeveloping Microsoft SharePoint Server 2013 Advanced Solutions
Course 20489B: Developing Microsoft SharePoint Server 2013 Advanced Solutions Page 1 of 9 Developing Microsoft SharePoint Server 2013 Advanced Solutions Course 20489B: 4 days; Instructor-Led Introduction
More informationSharePoint Services: Using Workflows
SharePoint Services: Using Workflows Table of Contents INTRODUCTION TO WORKFLOWS... 1 WHAT ARE WORKFLOWS?... 1 WORKFLOWS THAT ARE INCLUDED IN OFFICE SHAREPOINT SERVER 2007... 2 ABOUT ADDING A WORKFLOW
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 informationSharePoint for Digital Asset Management
SharePoint for Digital Asset Management 18 years experience in integration, project management, custom application development and video / event production. AIIM Certified Enterprise Content Management
More informationSharePoint 2013 for End Users
Page 1 of 8 Overview Who should attend? This SharePoint 2013 End User class is for end users working in a SharePoint 2013 environment. The course teaches SharePoint basics such as working with lists and
More informationSharePoint 2013 Syllabus
General Introduction What is IIS IIS Website & Web Application Steps to Create Multiple Website on Port 80 What is Application Pool What is AppDomain What is ISAPI Filter / Extension Web Garden & Web Farm
More informationCourse Outline: Course 20489B: Developing Microsoft SharePoint Server 2013 Advanced Solutions
Course Outline: Course 20489B: Developing Microsoft SharePoint Server 2013 Advanced Learning Method: Instructor-led Classroom Learning Duration: 5.00 Day(s)/ 40 hrs Overview: This course provides SharePoint
More informationSHAREPOINT NEWBIES Claudia Frank, 17 January 2016
SHAREPOINT NEWBIES Claudia Frank, 17 January 2016 AGENDA WHAT IS SHAREPOINT? SHAREPOINT 2013 KEY FEATURES Data Connectivity Business Connectivity Services Import Data without Code User driven solutions
More informationThe archiving activities occur in the background and are transparent to knowledge workers. Archive Services for SharePoint
Archive Services for SharePoint Provides the configurable environment for archiving files and folders from one or more work-in-progress repositories (provided by WSS or MOSS) and transferring them to the
More informationColligo Contributor File Manager 4.6. User Guide
Colligo Contributor File Manager 4.6 User Guide Contents Colligo Contributor File Manager Introduction... 2 Benefits... 2 Features... 2 Platforms Supported... 2 Installing and Activating Contributor File
More informationMicrosoft SharePoint Tour
This tour of your SharePoint site introduces you to the basic structure of your site based on Microsoft Windows SharePoint Services. It also helps you understand how to move around in and understand the
More informationWhat is a workflow? Workflows are a series of actions that correspond to a work process
SharePoint 2010 What is a workflow? Workflows are a series of actions that correspond to a work process For example a document approval process Workflows can control most aspects of a SharePoint 2010 site,
More informationRecord Tagging for Microsoft Dynamics CRM
Record Tagging for Microsoft Dynamics CRM An easy and intuitive way to apply tags to records in CRM Why tagging? Tagging has become a very normal way for content creators and consumers to apply unstructured
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 informationDE-20489B Developing Microsoft SharePoint Server 2013 Advanced Solutions
DE-20489B Developing Microsoft SharePoint Server 2013 Advanced Solutions Summary Duration Vendor Audience 5 Days Microsoft Developer Published Level Technology 21 November 2013 300 Microsoft SharePoint
More informationSharePoint for the Business User: Content Management. black and white solutions for a grey world
SharePoint for the Business User: Content Management black and white solutions for a grey world Slide Deck & Webcast Recording links Questions and Answers We will answer questions at the end In Microsoft
More informationWeb Made Easy. Planning Session
Web Made Easy Planning Session All good websites come from a good plan. Sounds redundant, but it's true. If you want to create a good and solid website, you need a good and solid plan. On a piece of notebook
More informationBEING MOBILE WITH WINDOWS 8.1
www.realdolmen.com BEING MOBILE WITH WINDOWS 8.1 OCTOBER 28, 2014 SLIDE 1 SPEAKERS INTRO #Name: D Hoker Gino #Function: Technology Expert #Email: gino.dhoker@realdolmen.com #Twitter: @GinoDH #Blog: #Mobile:
More informationCreating Internet Facing Websites with SharePoint 2010
Software services delivering SharePoint, Mobile, and Business Intelligence solutions Creating Internet Facing Websites with SharePoint 2010 Todd Baginski Canviz, LLC todd.baginski@canviz.com About Me 6
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 informationUF Health SharePoint 2010 Introduction to Content Administration
UF Health SharePoint 2010 Introduction to Content Administration Email: training@health.ufl.edu Web Page: http://training.health.ufl.edu Last Updated 2/7/2014 Introduction to SharePoint 2010 2.0 Hours
More informationManaging explicit knowledge using SharePoint in a collaborative environment: ICIMOD s experience
Managing explicit knowledge using SharePoint in a collaborative environment: ICIMOD s experience I Abstract Sushil Pandey, Deependra Tandukar, Saisab Pradhan Integrated Knowledge Management, ICIMOD {spandey,dtandukar,spradhan}@icimod.org
More informationMS-55052: SharePoint 2013 End User Level II
MS-55052: SharePoint 2013 End User Level II Description This 3-day Instructor led course Explore several advanced topics of working with SharePoint 2013 sites. Topics include SharePoint Server site definitions
More informationRecords Management 101
Records Management 101 Tiffany Songvilay #SPSBurgh @officeovereasy 1 Agenda What is Records Management? Out-of-the-box solutions Centralized vs. in-place debate What s new in 2013 2 Who is Tiffany Songvilay?
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 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 informationBuild Your Knowledge!
About this Course This 3-day Instructor led course Explore several advanced topics of working with SharePoint 2013 sites. Topics include SharePoint Server site definitions (Business Intelligence, Document
More informationDeveloping Microsoft SharePoint Server 2013 Core Solutions
Course 20488B: Developing Microsoft SharePoint Server 2013 Core Solutions Course Details Course Outline Module 1: SharePoint as a Developer Platform This module examines different approaches that can be
More information14 Configuring and Setting Up Document Management
14 Configuring and Setting Up Document Management In this chapter, we will cover the following topics: Creating a document type Allowing document types on locked records Creating a document data source
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 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 informationDeveloping Visual Studio Workflows and Activities for SharePoint Sites
Developing Visual Studio Workflows and Activities for SharePoint Sites Steve Heaney Product Development Manager Nintex steve.heaney@nintex.com Agenda Workflow authoring scenarios Windows Workflow Foundation
More informationMicrosoft Office 365 online archive features and FAQs
Microsoft Office 365 online archive features and FAQs 1 Contents Contents... 2 Purpose... 3 Document Support Boundaries... 3 Examples used in this document... 3 Office 365 Archive... 4 Office 365 Archive
More informationCourse Code NCS2013: SharePoint 2013 No-code Solutions for Office 365 and On-premises
4 DAYS SHAREPOINT FOR THE POWER USER AND SOLUTIONS BUILDER Course Code NCS: SharePoint No-code Solutions for Office 365 and On-premises AUDIENCE FORMAT COURSE DESCRIPTION Power Users Instructor led training
More informationCapstone for Records Management
Capstone for Records Management Patrick Bland, Esq. ediscovery & Information Governance Specialist DLT Solutions Capstone for Records Management 1 DLT Solutions Company Background Provider of best of breed
More informationIT Academy Lesson Plan
10 IT Academy Lesson Plan Microsoft Sharepoint Turn potential into success Microsoft Office SharePoint 2010: Lesson Plans Introduction Preparing to teach courses on Microsoft SharePoint 2010 for the first
More informationUF Health SharePoint 2010 Document Libraries
UF Health SharePoint 2010 Document Libraries Email: training@health.ufl.edu Web Page: http://training.health.ufl.edu Last Updated 2/7/2014 SharePoint 2010 Document Libraries 1.5 Hours 1.0 Shared Network
More informationDescribe how to utilize the Publishing API to access publishing settings and content.
CÔNG TY CỔ PHẦN TRƯỜNG CNTT TÂN ĐỨC TAN DUC INFORMATION TECHNOLOGY SCHOOL JSC LEARN MORE WITH LESS! 20489B: Developing Microsoft SharePoint Server 2013 Advanced Solutions Duration: 5 days About this Course
More informationAudit compliance and long-term archiving for SharePoint
Connect to SharePoint Product Info Audit compliance and long-term archiving for SharePoint Connect to SharePoint integrates Microsoft Office SharePoint with the DocuWare integrated document management
More informationThirtySix Software WRITE ONCE. APPROVE ONCE. USE EVERYWHERE. www.thirtysix.net SMARTDOCS 2014.1 SHAREPOINT CONFIGURATION GUIDE THIRTYSIX SOFTWARE
ThirtySix Software WRITE ONCE. APPROVE ONCE. USE EVERYWHERE. www.thirtysix.net SMARTDOCS 2014.1 SHAREPOINT CONFIGURATION GUIDE THIRTYSIX SOFTWARE UPDATED MAY 2014 Table of Contents Table of Contents...
More informationIntroduction. Insert comments and tracked changes in the document
SharePoint 2010 Introduction Approval Workflow Approve Reject Request a change Reassign the task Cancel or delete the task Changing the document during an approval workflow will cancel the workflow Collect
More informationMicrosoft SharePoint THE PLATFORM ENTERPRISES NEED
Microsoft SharePoint THE PLATFORM ENTERPRISES NEED Presentation Outline Purpose of the Presentation The Right Team Introduction to SharePoint SharePoint as DMS SharePoint ac ECM SharePoint for Workflows
More informationSharePoint 2013: Key feature improvements
E-001 SharePoint 2013: Key feature improvements nonlinear enterprise is the enterprise collaboration and communication technology division of nonlinear creations. Relying on our Enterprise Performance
More informationHow To Create A Site In Sharepoint 2013
1 About the Author Isha Kapoor is a SharePoint Geek, a Vivid blogger, Author, Trainer and a SharePoint Server MVP from Toronto Canada. She is a founder and primary Author of famous SharePoint website www.learningsharepoint.com.
More informationGuide to Automating Workflows Quickly and Easily
Guide to Automating Workflows Quickly and Easily Part 3 Back to Contents 1 2012 Nintex USA LLC, All rights reserved. Errors and omissions excepted. Table of Contents Introduction... 3 Handling the Full
More informationUsing SharePoint 2013 for Managing Regulated Content in the Life Sciences. Presented by Paul Fenton President and CEO, Montrium
Using SharePoint 2013 for Managing Regulated Content in the Life Sciences Presented by Paul Fenton President and CEO, Montrium Overview Informative Webinar that aims to provide an overview of how SharePoint
More informationAuto-Classification for Document Archiving and Records Declaration
Auto-Classification for Document Archiving and Records Declaration Josemina Magdalen, Architect, IBM November 15, 2013 Agenda IBM / ECM/ Content Classification for Document Archiving and Records Management
More informationSharePoint Governance Execution
SharePoint Governance Execution by Edward Cedeno 1 Agenda SharePoint Governance Execution 1 Principles for Successful SharePoint Governance Execution 2 SharePoint Governance Execution Challenges Tools
More informationLessons from the field: Implementing Information Governance and Records Management with Microsoft SharePoint
Lessons from the field: Implementing Information Governance and Records Management with Microsoft SharePoint Veli-Matti Vanamo - Principal Consultant at Ignia - 12 Year SharePoint Veteran (there should
More informationediscovery Features of SharePoint 2013 and Exchange 2013 Paul Branson Solution Architect Microsoft
ediscovery Features of SharePoint 2013 and Exchange 2013 Paul Branson Solution Architect Microsoft Agenda On-Premises vs. Online ediscovery in SharePoint, Exchange and Lync Notes on Implementation How
More informationUSERS, PROFILES, & MYSITES
Clarity. Direction. Confidence. USERS, PROFILES, & MYSITES Managing a Changing SharePoint User Population IT112 Paul Papanek Stork About Me Paul Papanek Stork, MVP, MCT, MCSE, MCSA, MCSD, MCDBA, MCITP,
More informationINTEGRATING DYNAMICS CRM AND SHAREPOINT SECURITY
INTEGRATING DYNAMICS CRM AND SHAREPOINT SECURITY USING THE CONNECT BRIDGE This white paper provides overview about CB Dynamics CRM privileges to SharePoint permissions replicator solution and explains
More informationNew Nintex Workflow 2010 Business Value: Actions and Functions
New Nintex Workflow 2010 Actions and Functions Contents Introduction... 3 Drag and Drop CRM Integration... 4 InfoPath Forms Design Integration... 4 Document Assembly... 5 User Defined Actions: Reusable
More informationSharePoint 2010 Usage Best Practices. White Paper September 2010. SharePoint 2010 Adoption Best Practices White Paper Page 1
SharePoint 2010 Usage Best Practices White Paper September 2010 SharePoint 2010 Adoption Best Practices White Paper Page 1 DISCLAIMER The information contained in this document represents the current view
More informationsolution brief solution brief storserver.com STORServer, Inc. U.S. (800) 550-5121 : STORServer, Europe 0031 (0) 78-6814444
STORServer Agent For Microsoft SharePoint solution brief Overview Quickly and confidently restore your Microsoft SharePoint business data and content after almost any kind of business interruption. STORServer
More informationMicrosoft SharePoint and Records Management Compliance
Microsoft SharePoint and Records Management Compliance White Paper Revision: 2 Date created: 20 February 2015 Principal author: Nigel Carruthers-Taylor, Principal, icognition Reference: 15/678 Summary
More informationRecordPoint Overview
RecordPoint Overview About RecordPoint Experts in Information Management on Microsoft Microsoft Gold Certified in 8 competencies Developing SharePoint Records Management software and solutions since 2003
More informationPRiSM Security. Configuration and considerations
PRiSM Security Configuration and considerations Agenda Security overview Authentication Adding a User Security Groups Security Roles Asset Roles Security Overview Three Aspects of Security Authentication
More informationSharePoint Development Options: Requirements Gathering
SharePoint Development Options: Requirements Gathering Purpose... 1 Process... 1 Questionnaire... 2 Supporting Information... 5 Appendix 1: Development Time Considerations... 8 Appendix 2: Tips for Writing
More informationIntroduction to Search in SharePoint 2013. Hands-On Lab. Lab Manual
2013 Introduction to Search in SharePoint 2013 Hands-On Lab Lab Manual This document is provided as-is. Information and views expressed in this document, including URL and other Internet Web site references,
More informationSHAREPOINT 2010 FOUNDATION FOR END USERS
SHAREPOINT 2010 FOUNDATION FOR END USERS WWP Training Limited Page i SharePoint Foundation 2010 for End Users Fundamentals of SharePoint... 6 Accessing SharePoint Foundation 2010... 6 Logging in to your
More informationRecords management in SharePoint 2010
Records management in SharePoint 2010 Implications and issues Crown copyright 2011 You may re-use this information (excluding logos) free of charge in any format or medium, under the terms of the Open
More informationCabarrus County SharePoint Governance
Cabarrus County SharePoint Governance Table of Contents Table of Contents... 2 Document Control... 3 Executive Summary... 3 Strategic Goals... 3 Roles and Responsibilities... 3 Operations and Support...
More informationWHAT'S NEW IN SHAREPOINT 2013 WEB CONTENT MANAGEMENT
CHAPTER 1 WHAT'S NEW IN SHAREPOINT 2013 WEB CONTENT MANAGEMENT SharePoint 2013 introduces new and improved features for web content management that simplify how we design Internet sites and enhance the
More informationDETAILED BOOT CAMP AGENDA
DETAILED BOOT CAMP AGENDA Intro to Dynamics CRM 2016: Sales, Marketing, and Service OVERVIEW CRM CONCEPTS AND BASICS CRM Purpose Introduction to Sales Introduction to Marketing Introduction to Service
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 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 informationSharePoint as a Document Management System. Tyler Durham Microsoft Corporation Grant Newton Clifford Chance LLP
SharePoint as a Document Management System Tyler Durham Microsoft Corporation Grant Newton Clifford Chance LLP Agenda Introduction What s New Upgrade, Migration, and Integration Spotlight: Clifford Chance
More information