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© CGI Group Inc. 2013 SharePoint Document management Peter Kettenis

Share point document management

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SharePoint Document management

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Page 1: Share point document management

© CGI Group Inc. 2013

SharePoint Document management

Peter Kettenis

Page 2: Share point document management

2

Introductions

Who?

• The facilitator

• Quick intro round

What?

• This is not a training, this is a workshop

How?

• Laptops

• Volunteer?

Before we start

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The SharePoint pie

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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.

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SharePoint versions

2007

20102013

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Document Libraries

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Version control

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Content approval

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Folders vs. Metadata

• “Not use folders, in SharePoint you shall”

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Playtime!!!!

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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

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Short Break

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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

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Next: Permission management13-2-2014

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Thank You.