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ECM/WCM Planning, Implementation and Migration StrategiesSharePoint Saturday New YorkJuly 31, 2010Chris McNulty
(3)Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved.
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KMA Background• A full-service information technology consulting firm established in 1995,
based in Waltham, MA• 27 employees: Partner, PM, Analyst, Developer, QA • Industry expertise and core focus: Professional Services, Life Sciences &
Financial Services• Microsoft technology focus:
– Microsoft Certified Partner since 1995– Microsoft Gold Certified Partner since 2004– Working with SharePoint technologies since 2001– Specialties in Enterprise Content Management and Forms, Portals and Collaboration,
Search
• Approximately 15 consultants versed in SharePoint technologies• Approximately 70 SharePoint projects delivered over last 2 years
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About Me• Working with SharePoint technologies
since 2000/2001• 20 years consulting and financial
services technology (Santander, John Hancock, GMO, State Street)
• SharePoint practice lead at KMA• Write and speak often on Microsoft
information worker technologies• Microsoft MCSE/MCTS/MSA/MVTS• BC MBA in Investment Management• Hiking, cooking, playing guitar, colonial
history, photography• My family: Hayley, three kids (15, 6, 3)
and my dog Stan
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I live outside Boston…
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But I’m from here…
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Agenda• Disclaimer• Solution Overview• ECM – Enterprise Content Management
– Versioning and Approvals– Drop-off library– Records Management – In Place vs. Records Center– Document Hold– Disposition and ILM
• WCM– Planning – Collaboration vs. Publishing– Microsoft Reference Architecture
• Upgrade & Migration
Microsoft SharePoint Server 2010 … the bright frontier
Microsoft SharePoint Server 2010 … the bright frontier
Eastern Long Island, July 4, 2010
Enable employees to deliver value fast with Document Sets
Different types of content items
Managed as a single entity
SharePoint Content
Pre-Beta screenshots, subject to change
Metadata-driven
navigation
Hierarchical taxonomy structure
Capture metadata in
Office
SharePoint ContentMake it easy for users to enter metadata and use it
Pre-Beta screenshots, subject to change
Microsoft Confidential, Prototype Only
SharePoint ContentRich authoring and publishing for web and multi-media content
Streaming video on web
pages
Ribbon menu for media content
Digital-Asset Management
Pre-Beta screenshots, subject to change
Declare a record in a team site
Location-based policies
Multi-stage disposition
policies
SharePoint ContentExpand reach of records management across the enterprise
Pre-Beta screenshots, subject to change
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Enterprise Content Management
• Approvals and Versioning• Drop-off Library & Content Organizer• Records Management & Records Center
– In Place vs. Records Center
• Hold and Discovery• ILM and Retention Policies
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Versioning and Approval
• Classic product functions
• User options• Interactive approval• Workflow approval
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Drop-off Library and Content Organizer
• Move content based on content type
• Move content based on metadata and properties
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Records Management and Holds
• In place vs. Records Center• Enablements
– Site Collection Feature “In Place Records Management”
– Records Center – Custom Site Collection
– Hold and eDiscovery Site Feature
– Custom Send To Actions (Cent. Admin)
• Move, Copy, Move and Leave Link
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Information Lifecycle Management
• Default behavior is defined for Content Types (MMS)
• Redefine (override) at library/folder level
• Rich array of functions and custom workflow
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Web Content Management
• Decide on your paradigm – publishing vs. collaboration
• Business case – page creation by owners
• Edit and approve in place
• Optional - deployment paths
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WCM and Migration – Planning and Architecture
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Predictable UpgradeDo-no-harm
• Three paths– In place
– Database upgrade
– Third party tools
• Process– Pre-upgrade checker
– Visual Upgrade
– Resumable upgrade
– Progress reports
– Parallel DB upgrades
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Upgrade Demo
• PreScan Check• Database Attach• Visual Upgrade
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Resources• From Microsoft:
– SharePoint 2010 site: http://sharepoint.microsoft.com– SharePoint Team Blog: http://blogs.msdn.com/sharepoint/default.aspx
• From KMA:– Monthly webinars on SharePoint 2010 (EPM, upgrades, etc.)
– August 2010: SharePoint 2010 Enterprise Search– Web: www.kma-llc.net (now powered by SharePoint!) with white papers, blogs,
archived presentations, news, and events– SharePoint Deployment Planning Services (SDPS), now available for 2010 planning
– From me• SharePoint Saturday San Francisco September 11, 2010 (Business Intelligence / IT
Platform and Upgrade)• SharePoint Saturday Boston -- September 25, 2010 (SharePoint Data Visualization)• SPTechCon Boston – October 20-22, 2010 (Core Collaboration)• KMWorld (Washington DC - November 2010)• Gilbane Conference (Boston – December 2010)
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Thank you…
• Contact Details– Email cmcnulty@kma-llc.net– Blog http://blogs.kma-llc.net/microknowledge– Twitter: http://twitter.com/cmcnulty2000– LinkedIn:http://www.linkedin.com/in/cmcnulty
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Q&A
• My next presentation – 2:35pm - Managed Metadata and Taxonomy
• Open Questions• Contact Me• Ask the community• Microsoft Product
Management• Feedback forms• Prize: SPC2009 Content Pass
($500)
Thank you sponsors!!
Remember to fill out your evaluations for your chance to win
cool prizes3 Apple IPAD 32 GB Wifi2 ASUS Netbooks
Also Some Books1 Typemock Isolator LicenseA 2-5 Day Course from SetFocus on SharePointTelerik RAD Controls Set1 DeliverPoint WFE 2010 license (Worth $1500)1 BCS Meta Man license (Worth $1200)1 Lightning Conductor 2010 WFE license (Worth $800)1 Lightning Storm Forums license. (Worth $600)
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