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Welcome to the Minnesota SharePoint
User Group
Agenda
• Quick Intro
• Announcements and News
• Document Management
• Content Types
• Records Management
• Q&A
Develop and support a local community focused on Microsoft SharePoint Technologies
• Educate user group members about SharePoint Technologies
• Transfer knowledge within the community
• Communicate best practices
• Introduce new products / solutions
User Group Goal / Objectives
• Inetium (www.inetium.com)
• Twin Cites based Microsoft consulting company
• Microsoft Gold Certified Partner
• Practice Area focused on Information Worker Technologies
• New Horizons – Minnesota (www.newhorizonsmn.com)
• Microsoft Gold Certified Partner
• Training on many technologies
• Microsoft (www.microsoft.com)
• I’m guessing you’ve heard of them
Introductions – MNSPUG Sponsors
• Website for user group
• SharePoint resource documents
• SharePoint resource websites links
• RSS Feeds
• Meeting Schedule
• Past User Group Presentations
• Watch for changes soon! V3…?
www.sharepointmn.com
www.sharepointmn.com
• Public preview release of 2007 Microsoft Office System
• Server and client applications available for download (requires registration)
• More info at: http://www.microsoft.com/office/preview/default.mspx
• Tech Ed (now – June 16th)
• Watch the web for updates!
News and Announcements
• Next Meeting
• July 12th 9:00 AM to 11:00 AM
• Microsoft’s Bloomington Office
• Topics:
Business Process (workflow) / Digital Forms
• Ongoing Schedule
• 2nd Wednesday of every month
• 9:00 to 11:00 am
• Microsoft’s Bloomington Office
Upcoming Schedule
• Business Intelligence
• Collaboration
• Search
• Business Forms / Processes
• Portals
• Content Management
SharePoint 2007 – Key Microsoft Investment Areas
CollaborationCollaborationBusinessBusiness
IntelligenceIntelligence
PortalPortalBusinessBusiness
FormsForms
SearchSearchContentContentManagementManagement
PlatformPlatformServicesServices
Workspaces, Mgmt,Workspaces, Mgmt,
Security, Storage,Security, Storage,
Topology, Site ModelTopology, Site Model
ContentContentManagementManagement
• Document Management
• Document library features
• Site Templates
• Document Workflow
• Integration with Office
• Content types
• Records Management -- Process of collecting, managing, and disposing of corporate records
• Policies
• Retention Schedules
• Auditing
• Records Repository site template
Document and Records Management
Document Management in SharePoint Server 2007
• Check-in, check-out
• File Versioning
• Major and Minor
• Limit version retention
• Require content approval
• Draft Item Security
• Require Checkout
• Document approval/publishing
Document Library
• Exchange integration to support Emailing a document library
• Advanced Settings
• Browser-enabled documents
• Custom Send-To
• Folders
• RSS Settings
• Indexed Columns
• Views create from existing
Document Library
• Information Bar
• Customizable in InfoPath
• Connect to Outlook
Client Interaction
• Document Workspace - WSS
• Document Center – MOSS
• Translation Management Library - MOSS
Site and List Templates
• All Document Libraries
• Approval
• Collect Feedback
• Collect Signatures
• Disposition Approval
• List-specific
•Translation Management
• Issue Tracking
Out of the Box Workflows
Content Types inSharePoint Server 2007
What We’ll Cover• General Definition / Example• Benefits• Management• Settings• Columns / Metadata• Usage• Demo
Definition
• Enables centralized management and organization of reusable metadata and behavior
• Applies to all list items / documents• Defines:
– General Settings– Metadata / columns– Workflow– Policy
Examples (out-of-the-box)• Issue• Task• Announcement• Base Document• Dublin Core• …
An Analogy…• Can = Base Content Type
– Defines Required Metadata• Ingredients, Name, Description, Mfg
– Defines Auditing (Where has it been?)
• Can of Fruit – Inherits Can Content Type– Defines Fruit Expiration Policy– Defines a Template (Label Wrapper)
• Can of Soup – Inherits Can Content Type– Defines Soup Expiration Policy– Introduces Workflow (How to make it)– Defines a Template (Label Wrapper)
Benefits
• Centrally Managed• Enforcement• Content Type Inheritance• Aggregation
Management
• Top-level site gallery• Child sites inherit
parent gallery• Organized in groups• Add / Edit / Delete
Settings
• Derive from Item or Document
• Name / Description / Group
• Template• Document Information
Panel• Workflow
Settings
• Policy– Labels– Auditing– Expiration– Conversions– Barcodes
• Document Conversions
Columns
• Site Columns• New Column Types
Usage
• Document Libraries / Lists– Enable Multiple Content
Types
• Content By Query Web Part
• Search
Content Type Demo
Records Management• Send to Menu• Policies• Records Repository• Auditing• Managed Email Folders
Send To Menu
Send To Menu• Quick destination actions on items• Default Options
– Email a Link– Create Document Workspace– Download a Copy– Other Location– Document Library specific location
• Customizable• Used for Record Repository
Send To Menu – Copying Around
Policies
Policies
• Rules applied to items (Lists and Documents)• Default Types
– Labels– Auditing– Expiration– Form Conversion for Archiving– Barcodes
• Customizable
Policies DemoApplying to a Document Library
Record Repository
Record Repository
• Centralized store for items that should be retained
• Out of the box site template for Records Repository
• Store and Add Metadata• Set up Auditing and Retention Policies• Allows ‘Holds’ to be placed
Repository Management
• One Repository Per Site Collection• Repository Link set in Central Admin• Routing table in Repository Site• Manage Policies on Content• ‘Hold’ expiring items
Repository Creation
Repository Routing• Put documents in the
appropriate location• Can have many
Document Libraries• Default route for
documents with unmatched criteria
• Assign additional Metadata
Repository DemoSending a Document
Auditing
Auditing Management
• Viewable under the site collection
• Excel based view• Can create custom
reports
Managed Mail Folders
Managed Mail Folders
• Hooks into Exchange 2007 and Outlook 2007
• Folders deployed to Users– Each folder has a policy– Ties back to Record
Repository
• Workflows:
http://blogs.msdn.com/sharepoint/archive/2006/06/07/621210.aspx
• 2007 Microsoft Office System Preview:
http://www.microsoft.com/office/preview
• Inetium Blogs
http://blogs.inetium.com
Resources
Thanks for coming!