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SharePoint Document management
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© CGI Group Inc. 2013
SharePoint Document management
Peter Kettenis
2
Introductions
Who?
• The facilitator
• Quick intro round
What?
• This is not a training, this is a workshop
How?
• Laptops
• Volunteer?
Before we start
3
The SharePoint pie
4
Content
SharePoint provides management of documents and work items that need to be stored, found, collaborated on, updated, managed, documented, archived, traced or restored - in accordance with relevant compliance or governance policies.
5
SharePoint versions
2007
20102013
6
Document Libraries
7
Version control
8
Content approval
9
Folders vs. Metadata
• “Not use folders, in SharePoint you shall”
10
Playtime!!!!
11
Exercise – Flex your SP muscles
1. Create a document Library on your My Site
2. Implement the folder structure
3. Upload a document
4. Open Versioning settings
5. Enable version major management and require check out
6. Check out the document and make changes
7. Check in the document
8. Open Library settings again
9. Enable major and minor versioning
10.Repeat 6 and 7
11. Open Library settings yet again
12.Enable content approval
13.Change your document and check in as a minor version
14.Publish your minor version, to a major one
12
Short Break
13
Workout # 2
1. Translate the folder structure to metadata
2. Create the needed site columns
3. Add site columns to Library
4. Add metadata to your document
5. Create a view that filters on the metadata
6. Open the library settings
7. Add default values to your folder sturcure
8. Drag and drop a document (Explorer view) into one of the folders
Next: Permission management13-2-2014
Thank You.