Download pptx - How ECM Has Improved in SharePoint 2013 and What’s Still Missing

How ECM Has Improved in SharePoint 2013 and What’s Still Missing

Mike Ferrara

www.sharepointsummit.org

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About Mike

• 13+ years of experience with content management and system integration

• Drinking the SharePoint Kool-Aid since 2006• Specializes in legal document and content management• Located in Miami, FL• #SharePint enthusiast• @mikecferrara


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Agenda

SharePoint 2013 ECM Strategy

New ECM Features in SharePoint 2013

What’s Still Missing?

Demo

Q&A


SharePoint 2013ECM Strategy


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Share More, Do More

• 2010 – ECM for the Masses• UX for Browser, PC and Phone• Combine classic ECM with social & collab.• Search based applications

• 2013 – Convergence & Usability• Usability now focused on the individual, team and

organization• Cloud plays a key role


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Borrowed Stolen Microsoft Marketing Material


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New ECM Features in 2013

• Bulk Metadata Update• Content Drag & Drop• Exchange Site Mailboxes• Improved Video Handling• Search Enhancements• CMIS Update• New E-Discovery Framework


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Bulk Metadata Update

Bulk edit MMSfields inline!

Advanced bulk edit options


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Exchange Site Mailboxes


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Improved Video Handling

• New Video content type• Video player page• HTML5 media player – works on most mobile browsers• Tagging, ratings, likes and views


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Improved Video Handling (cont.)

• Add thumbnail from video itself or upload your own• Support for renditions• Embed video with advanced options


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Search Enhancements

Play videos inline


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Search Enhancements cont.

Interactive refiners

Search Scopes


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Search Enhancements cont.

Inline document preview


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CMIS Update

• CMIS 1.0 now a feature that is natively available in SharePoint 2013• Much easier to deploy – just activate it! Real world example

Interact with SharePoint content from Adobe Bridge

No CodeSolution


E-Discovery


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eDiscovery 101

• eDiscovery = electronic discovery = mass confusion• Defined: Discovery is the term used for the initial phase of litigation

where the parties in a dispute are required to provide each other relevant information and records, along with all other evidence related to the case.

• 2006 – New US federal rules codifying the requirement to provide electronic information and records or ESI.

• Increasing attention from Canadian firms as courts impose sanctions for non-compliance

• Due to these changes – highly developed vendor landscape offering many different solutions

• Many grey areas, but courts serious about eDiscovery plans• Why should you care?

Because lawyers and lawsuits are scary!

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You could lose your job!

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eDiscovery??


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eDiscovery Reference Model


eDiscovery Case Site

All the above available in Office

365!(Enterprise E3)

DEMO


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What’s Still Missing?

• Document ID limitations• Can only configure a prefix OOTB• IDs are technically only unique within the same site collection• Unfriendly format• Workaround: Custom SQL database + farm solution

• No explicit deny on a granular level• Deny is mainly only available at the web app/SC level• Requires too many steps by the user• Workaround: Custom API development or 3rd party DMS solution

• E-Mail Management limitations• Simplistic save method – cannot pick content type/metadata• Profiled e-mails don’t automatically capture e-mail metadata (To, From, etc.)• No “Send and save” feature• Workaround: 3rd party E-mail Management App – there are several out there with

varying feature sets

Denying access is this complicated??


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What’s Still Missing (cont.)

• Limitations to new eDiscovery features• Requires SharePoint/Exchange/Lync 2013 for legal holds• Legal holds only preserve the current version at the time of

preservation• Missing key advanced TAR functions – predictive coding, predictive

analytics, clustering, etc.• Workaround: Use 3rd party eDiscovery product or wait for vendors to

extend OOTB SP 2013 eDiscovery features

• Limitations to CMIS• Not yet available in Office365

Q&A

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Thank you for your attention!This presentation will be available on the Toronto

SharePoint Summit web site a few days after the event.