The Core Pillars of AN EFFECTIVE DOCUMENT MANAGEMENT SOLUTION

Size: px
Start display at page:

Download "The Core Pillars of AN EFFECTIVE DOCUMENT MANAGEMENT SOLUTION"

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

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. 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 information

The Power of Classifying in SharePoint 2010

The 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 information

SharePoint 2013 for Business Process Automation

SharePoint 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 information

2007 to 2010 SharePoint Migration - Take Time to Reorganize

2007 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 information

Introduction to Records Management in SharePoint 2013

Introduction 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 information

MS 50547B Microsoft SharePoint 2010 Collection and Site Administration

MS 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 information

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 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 information

Document Management and Records Management in SharePoint 2013. Scott Jamison

Document 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 information

SHAREPOINT 2016 POWER USER BETA. Duration: 4 days

SHAREPOINT 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 information

Colligo Email Manager 5.1. User Guide

Colligo 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 information

SharePoint 2010 End User - Level II

SharePoint 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 information

Collaborating by using SharePoint Server 2010

Collaborating by using SharePoint Server 2010 Work Smart by Microsoft IT Collaborating by using SharePoint Server 2010 Customization note: This document contains guidance and/or step-by-step installation instructions that can be reused, customized,

More information

Microsoft sharepoint INTRODUCTION TO SHAREPOINT SHAREPOINT INSTALLATION AND ADMINISTRATION SHAREPOINT SITE HIERARCHY PREDEFINED LIST & LIBRARIES

Microsoft sharepoint INTRODUCTION TO SHAREPOINT SHAREPOINT INSTALLATION AND ADMINISTRATION SHAREPOINT SITE HIERARCHY PREDEFINED LIST & LIBRARIES Microsoft sharepoint INTRODUCTION TO SHAREPOINT What is SharePoint Version History of SharePoint Steps to Create Multiple Website on Port Developers View of SharePoint Active Directory users and groups

More information

Records Management and SharePoint 2013

Records 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 information

Colligo Email Manager 6.0. Offline Mode - User Guide

Colligo 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 information

Case Study - MetaVis Migrator

Case 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 information

Microsoft SharePoint 2013 Managed Metadata Service

Microsoft SharePoint 2013 Managed Metadata Service Your free source of essential SharePoint know-how from Combined Knowledge Microsoft SharePoint 2013 Managed Metadata Service By Chris Casingena Relevant to SharePoint 2010 and 2013 (including Office 365)

More information

Business 360 Online - Product concepts and features

Business 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 information

Colligo Email Manager 6.0. Connected Mode - User Guide

Colligo 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 information

Record Management in SharePoint

Record 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 information

Managed Metadata in Plain English

Managed 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 information

SharePoint 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 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 information

SharePoint Training DVD Videos

SharePoint 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 information

Managed Metadata 101: Taxonomies and Tagging in SharePoint 2010, SharePoint 2013, and SharePoint Online

Managed Metadata 101: Taxonomies and Tagging in SharePoint 2010, SharePoint 2013, and SharePoint Online Managed Metadata 101: Taxonomies and Tagging in SharePoint 2010, SharePoint 2013, and SharePoint Online Questions from the Webinar This is a set of common questions from the audience during the March 19,

More information

Microsoft SharePoint 2010 Site Collection and Site Administration Course 50547A; 5 Days, Instructor-led

Microsoft 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 information

Table of Contents. 1. Content Approval...1 EVALUATION COPY

Table 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 information

Colligo Email Manager 6.2. Offline Mode - User Guide

Colligo 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 information

Microsoft SharePoint Tour

Microsoft 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 information

UOFL SHAREPOINT ADMINISTRATORS GUIDE

UOFL 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 information

Software Firm Applies Structure to Content Management System for Greatest Value

Software 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 information

Protecting Business Information With A SharePoint Data Governance Model. TITUS White Paper

Protecting 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 information

SharePoint Services: Using Workflows

SharePoint 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 information

Course 20489B: Developing Microsoft SharePoint Server 2013 Advanced Solutions OVERVIEW

Course 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 information

Microsoft SharePoint Course Content

Microsoft SharePoint Course Content Microsoft SharePoint Course Content INTRODUCTION TO SHAREPOINT What is SharePoint High Level Features of SharePoint 2013 Version History of SharePoint Components in SharePoint. SHAREPOINT INSTALLATION

More information

Using SharePoint to Manage Project Documentation

Using 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 information

Developing Microsoft SharePoint Server 2013 Advanced Solutions MOC 20489

Developing 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 information

Turning 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 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 information

Developing Microsoft SharePoint Server 2013 Advanced Solutions

Developing 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 information

Colligo Contributor File Manager 4.6. User Guide

Colligo 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 information

Developing Microsoft SharePoint Server 2013 Advanced Solutions

Developing 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 information

SHAREPOINT NEWBIES Claudia Frank, 17 January 2016

SHAREPOINT 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 information

SharePoint 2013 for End Users

SharePoint 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 information

SharePoint 2013 Syllabus

SharePoint 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 information

No-Code SharePoint 2013 Workflows with SharePoint Designer 2013 and Visio 55048A; 3 Days, Instructor-led

No-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 information

Managing explicit knowledge using SharePoint in a collaborative environment: ICIMOD s experience

Managing 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 information

The archiving activities occur in the background and are transparent to knowledge workers. Archive Services for SharePoint

The 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 information

Developing Microsoft SharePoint Server 2013 Core Solutions

Developing 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 information

SharePoint 2013 Site Administrator Course Outline

SharePoint 2013 Site Administrator Course Outline Synergy Productivity Training Series SharePoint 2013 Site Administrator Course Outline The purpose of this 2-day long course is to give site administrators an understanding of the management requirements

More information

SharePoint 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 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 information

Collaboration. 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 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 information

SHAREPOINT ONLINE FOR SITE ADMINISTRATORS

SHAREPOINT ONLINE FOR SITE ADMINISTRATORS Contents Access Your Office 365 SharePoint Website... 2 Make a New Subsite... 4 Permissions... 5 Edit the members of a group... 5 Make a group... 6 Add or remove individual users after the site has been

More information

UF Health SharePoint 2010 Introduction to Content Administration

UF 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 information

BEING MOBILE WITH WINDOWS 8.1

BEING 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 information

About the Author. You can connect with Isha on Facebook, Twitter and LinkedIn or you can email her at admin@learningsharepoint.com

About the Author. You can connect with Isha on Facebook, Twitter and LinkedIn or you can email her at admin@learningsharepoint.com 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 information

Web Made Easy. Planning Session

Web 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 information

CONCEPTCLASSIFIER FOR SHAREPOINT

CONCEPTCLASSIFIER 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 information

SharePoint Term Store & Taxonomy Design Harold Brenneman Lighthouse Microsoft Technology Group

SharePoint 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 information

DE-20489B Developing Microsoft SharePoint Server 2013 Advanced Solutions

DE-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 information

Build Your Knowledge!

Build 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 information

SharePoint for Digital Asset Management

SharePoint 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 information

Records Management 101

Records 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 information

Core Solutions of Microsoft SharePoint Server 2013 Course 20331B; 5 days, Instructor-led

Core Solutions of Microsoft SharePoint Server 2013 Course 20331B; 5 days, Instructor-led Core Solutions of Microsoft SharePoint Server 2013 Course 20331B; 5 days, Instructor-led Course Description This course will provide you with the knowledge and skills to configure and manage a Microsoft

More information

Implementing SharePoint 2010 as a Compliant Information Management Platform

Implementing 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 information

MS-55052: SharePoint 2013 End User Level II

MS-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 information

SharePoint 2010 vs. SharePoint 2013 Feature Comparison

SharePoint 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 information

Enterprise Content Management with Microsoft SharePoint

Enterprise 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 information

Course Outline: Course 20489B: Developing Microsoft SharePoint Server 2013 Advanced Solutions

Course 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 information

Microsoft SharePoint THE PLATFORM ENTERPRISES NEED

Microsoft 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 information

solution brief solution brief storserver.com STORServer, Inc. U.S. (800) 550-5121 : STORServer, Europe 0031 (0) 78-6814444

solution 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 information

What is a workflow? Workflows are a series of actions that correspond to a work process

What 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 information

SharePoint Development Options: Requirements Gathering

SharePoint 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 information

SharePoint Governance Execution

SharePoint 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 information

14 Configuring and Setting Up Document Management

14 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 information

Contoso SharePoint 2010 Governance Plan (Functional and Non-Functional Requirements)

Contoso SharePoint 2010 Governance Plan (Functional and Non-Functional Requirements) Contoso SharePoint 2010 Governance Plan (Functional and Non-Functional Requirements) Prepared for 2/9/2011, Draft #1 Prepared by Chris Givens Contributors TBD Revision and Signoff Sheet Change Record Date

More information

Record Tagging for Microsoft Dynamics CRM

Record 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 information

SHAREPOINT 2010 FOUNDATION FOR END USERS

SHAREPOINT 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 information

UF Health SharePoint 2010 Document Libraries

UF 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 information

RecordPoint Overview

RecordPoint 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 information

Creating Internet Facing Websites with SharePoint 2010

Creating 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 information

Describe how to utilize the Publishing API to access publishing settings and content.

Describe 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 information

The SharePoint Shepherd s Course for End Users

The SharePoint Shepherd s Course for End Users 3 Riverchase Office Plaza Hoover, Alabama 35244 Phone: 205.989.4944 Fax: 855.317.2187 E-Mail: rwhitney@discoveritt.com Web: www.discoveritt.com Course 50562A: The SharePoint Shepherd s Course for End Users

More information

Adapt Learning: Adapt Authoring Tool Concept and Vision

Adapt Learning: Adapt Authoring Tool Concept and Vision Adapt Learning: Adapt Authoring Tool Concept and Vision Document control Abstract: Describes the how responsive applies to the Adapt Learning Project Author: Sven Laux Version: 0.2 Date: 12 / 11 / 2013

More information

IT Academy Lesson Plan

IT 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 information

Capstone for Records Management

Capstone 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 information

Setting Up Outlook on Workstation to Capture Emails

Setting Up Outlook on Workstation to Capture Emails Setting Up Outlook on Workstation to Capture Emails Setting up Outlook to allow email to pass directly to M-Files requires a number of steps to assure that all of the data required is sent to the correct

More information

Microsoft SharePoint and Records Management Compliance

Microsoft 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 information

SharePoint Training - Course Syllabus. Course: Using SharePoint 2013 or Office 365 SharePoint (Level 100 Introductory) This is a 2-day course.

SharePoint Training - Course Syllabus. Course: Using SharePoint 2013 or Office 365 SharePoint (Level 100 Introductory) This is a 2-day course. SharePoint Training - Course Syllabus Course: Using SharePoint 2013 or Office 365 SharePoint (Level 100 Introductory) This is a 2-day course. Introduction Are you just getting started with SharePoint 2013

More information

ThirtySix 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 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 information

DEEP 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 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 information

ediscovery 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 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 information

Auto-Classification for Document Archiving and Records Declaration

Auto-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 information

Guide to Automating Workflows Quickly and Easily

Guide 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 information

DIIMS Records Classifier Guide

DIIMS Records Classifier Guide DIIMS Records Classifier Guide Featuring Content Server 10 Second Edition, November 2012 Table of Contents Contents 1. DIIMS Overview... 3 1.1 An Overview of DIIMS within the GNWT... 3 1.1.1 Purpose of

More information

Developing Visual Studio Workflows and Activities for SharePoint Sites

Developing 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 information

INTEGRATING DYNAMICS CRM AND SHAREPOINT SECURITY

INTEGRATING 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 information

Sunrise External Web Site Users Guide

Sunrise External Web Site Users Guide Sunrise School Division I C T Sunrise External Web Site Users Guide As Of: September 26, 2011 (0.0.1) Introduction This document is an end user guide for content editors managing website content using

More information

USERS, PROFILES, & MYSITES

USERS, 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 information

Microsoft Office 365 online archive features and FAQs

Microsoft 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 information

Course Code NCS2013: SharePoint 2013 No-code Solutions for Office 365 and On-premises

Course 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 information

End User SharePoint 2013 Videos List

End User SharePoint 2013 Videos List End User SharePoint 2013 Videos List Screencast Name Number Abstract Duration Category Creating a SharePoint 2013 This video shows how to create a new SharePoint subsite 20001 2013 subsite. 1:40 Site Administration

More information