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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.

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Presentation on theme: "Welcome to the Minnesota SharePoint User Group. Agenda Quick Intro Announcements and News Document Management Content Types Records Management Q&A."— Presentation transcript:

1 Welcome to the Minnesota SharePoint User Group

2 Agenda Quick Intro Announcements and News Document Management Content Types Records Management Q&A

3 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

4 Inetium (www.inetium.com)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)www.newhorizonsmn.com Microsoft Gold Certified Partner Training on many technologies Microsoft (www.microsoft.com)www.microsoft.com I’m guessing you’ve heard of them Introductions – MNSPUG Sponsors

5 Website for user group SharePoint resource documents SharePoint resource websites links RSS Feeds Meeting Schedule Past User Group Presentations Watch for changes soon! V3…?

6 Public preview release of 2007 Microsoft Office System Server and client applications available for download (requires registration) More info at: Tech Ed (now – June 16 th ) Watch the web for updates! News and Announcements

7 Next Meeting July 12 th 9:00 AM to 11:00 AM Microsoft’s Bloomington Office Topics: Business Process (workflow) / Digital Forms Ongoing Schedule 2 nd Wednesday of every month 9:00 to 11:00 am Microsoft’s Bloomington Office Upcoming Schedule

8 Business Intelligence Collaboration Search Business Forms / Processes Portals Content Management SharePoint 2007 – Key Microsoft Investment Areas Collaboration BusinessIntelligence Portal Business Forms Search ContentManagement PlatformServices Workspaces, Mgmt, Security, Storage, Topology, Site Model ContentManagement

9 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

10 Document Management in SharePoint Server 2007

11 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

12 Exchange integration to support ing a document library Advanced Settings Browser-enabled documents Custom Send-To Folders RSS Settings Indexed Columns Views  create from existing Document Library

13 Information Bar Customizable in InfoPath Connect to Outlook Client Interaction

14 Document Workspace - WSS Document Center – MOSS Translation Management Library - MOSS Site and List Templates

15 All Document Libraries Approval Collect Feedback Collect Signatures Disposition Approval List-specific Translation Management Issue Tracking Out of the Box Workflows

16 Content Types in SharePoint Server 2007

17 What We’ll Cover General Definition / Example Benefits Management Settings Columns / Metadata Usage Demo

18 Definition Enables centralized management and organization of reusable metadata and behavior Applies to all list items / documents Defines: –General Settings –Metadata / columns –Workflow –Policy

19 Examples (out-of-the-box) Issue Task Announcement Base Document Dublin Core …

20 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)

21 Benefits Centrally Managed Enforcement Content Type Inheritance Aggregation

22 Management Top-level site gallery Child sites inherit parent gallery Organized in groups Add / Edit / Delete

23 Settings Derive from Item or Document Name / Description / Group Template Document Information Panel Workflow

24 Settings Policy –Labels –Auditing –Expiration –Conversions –Barcodes Document Conversions

25 Columns Site Columns New Column Types

26 Usage Document Libraries / Lists –Enable Multiple Content Types Content By Query Web Part Search

27 Content Type Demo

28 Records Management Send to Menu Policies Records Repository Auditing Managed Folders

29 Send To Menu

30 Quick destination actions on items Default Options – a Link –Create Document Workspace –Download a Copy –Other Location –Document Library specific location Customizable Used for Record Repository

31 Send To Menu – Copying Around

32 Policies

33 Rules applied to items (Lists and Documents) Default Types –Labels –Auditing –Expiration –Form Conversion for Archiving –Barcodes Customizable

34 Policies Demo Applying to a Document Library

35 Record Repository

36 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

37 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

38 Repository Creation

39 Repository Routing Put documents in the appropriate location Can have many Document Libraries Default route for documents with unmatched criteria Assign additional Metadata

40 Repository Demo Sending a Document

41 Auditing

42 Auditing Management Viewable under the site collection Excel based view Can create custom reports

43

44

45 Managed Mail Folders

46 Hooks into Exchange 2007 and Outlook 2007 Folders deployed to Users –Each folder has a policy –Ties back to Record Repository

47

48

49 Workflows: Microsoft Office System Preview: Inetium Blogs Resources

50 Thanks for coming!


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