Chris McNulty: ECM/WCM Planning, Implementation and Migration Strategies

ECM/WCM Planning, Implementation and Migration StrategiesSharePoint Saturday New YorkJuly 31, 2010Chris McNulty

(3)Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved.

Twitterhashtag: #spsny Twitter hashtag:

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



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



I live outside Boston…



But I’m from here…



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


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


Declare a record in a team site

Location-based policies

Multi-stage disposition

policies

SharePoint ContentExpand reach of records management across the enterprise




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



Versioning and Approval

• Classic product functions

• User options• Interactive approval• Workflow approval



Drop-off Library and Content Organizer

• Move content based on content type

• Move content based on metadata and properties



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



Information Lifecycle Management

• Default behavior is defined for Content Types (MMS)

• Redefine (override) at library/folder level

• Rich array of functions and custom workflow



Web Content Management

• Decide on your paradigm – publishing vs. collaboration

• Business case – page creation by owners

• Edit and approve in place

• Optional - deployment paths



WCM and Migration – Planning and Architecture



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



Upgrade Demo

• PreScan Check• Database Attach• Visual Upgrade



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)



Thank you…

• Contact Details– Email [email protected]– Blog http://blogs.kma-llc.net/microknowledge– Twitter: http://twitter.com/cmcnulty2000– LinkedIn:http://www.linkedin.com/in/cmcnulty

mailto:[email protected]

http://blogs.kma-llc.net/microknowledge

http://twitter.com/cmcnulty2000

http://www.linkedin.com/in/cmcnulty



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)

Technology

Chris McNulty: ECM/WCM Planning, Implementation and Migration Strategies