Microsoft ® Official Course Implementing Enterprise Content Management Microsoft SharePoint 2013 SharePoint Practice

Module Overview Working with eDiscovery Working with Content Management Automating Records Management

Lesson 1: Working with eDiscovery eDiscovery Overview eDiscovery Processes Objects in the eDiscovery API Creating Cases Creating Sets and Applying Holds Querying and Exporting Content

eDiscovery Overview eDiscovery Infrastructure eDiscovery Center eDiscovery Cases Configuring the Search Service Integrating with Exchange Installing the Exchange Web Services Managed API Configure a server-to-server trust relationship Add authorized users to the Discovery Management role

eDiscovery Processes eDiscovery Case Process: Create eDiscovery Sets Define content sources Define Filters Impose In-Place Holds Query Content Export Content Electronic Data Reference Model

Objects in the eDiscovery API Microsoft.Office.Server.Discovery Case SourceGroup Source SavedSearch Export Microsoft.Office.RecordsManagement.Preservation HoldInfo HoldSettings

Creating Cases using (SPSite discoveryCenter = new SPSite(" { SPWeb discoveryWeb = discoveryCenter.AllWebs.Add( "Cases/NewCase", "An Example Case", "This site is to demonstrate creating cases", 1033, "EDISC#1", false, false); Case discoveryCase = new Case (discoveryWeb); TimeSpan caseDuration = new TimeSpan(31, 0, 0, 0); DateTime closingDate = DateTime.Now.Add(caseDuration); discoveryCase.CloseCase(closingDate); discoveryWeb.Dispose(); }

Creating Sets and Applying Holds Creating a Set and Adding Content Sources Create a new list item in the eDiscovery Sets list Pass the item to the SourceGroup() constructor Create a new list item in the Sources list Pass the item to the Source() constructor Set properties on the Source object Call Update() on the source and set Applying Holds Get the eDiscovery set Loop through all the sources in the set Call the SiteHoldSettings.Add() method for each source

Querying and Exporting Content Creating Queries Add an SPItem to the Queries list. Use the SavedSearch class to set eDiscovery properties Creating Exports Add an SPItem to the Exports list.

Lesson 2: Working with Content Management Overview of Information Management Policy Components of Policies Demonstration: Creating and Exporting a Policy Programming Policy Introducing Document Sets Creating Document Sets in Code

Overview of Information Management Policy Policy Features: Retention Auditing Barcodes Labeling Configuring Audit Logs Configure the Secure Store Service Application Start the Secure Store Service Viewing Audit Logs

Components of Policies Policy XML Files Exporting Policies Importing Policies The Structure of a Policy Policy Collection Policy Policy Item Policy Feature Policy Resources

Demonstration: Creating and Exporting a Policy In this demonstration, you will see how to: Create an information management policy. Add a retention policy item. Add an auditing policy item. Add a barcode policy item. Export a policy and understand the policy XML file

Demonstration: Creating and Exporting a Policy

Programming Policy Importing a Policy Associating a Policy with a Content Type PolicyCollection.Add(siteCollection, policyXml); PolicyCatalog = new PolicyCatalog(siteCollection); Policy policy = policyCatalog.PolicyList[ "b6ff57d1-586c-4df5-b781-2a2865b75575"]; SPContentType docContentType = siteCollection.RootWeb.ContentTypes["Document"]; Policy.CreatePolicy(docContentType, policy);

Introducing Document Sets Why use document sets? Document Set Content Types Allowed Content Types Default Content Shared Columns Welcome Page

Creating Document Sets in Code Document Set APIs Creating a Document Set Obtain the parent folder Obtain the document set content type ID Call the DocumentSet.Create() method

Lesson 3: Automating Records Management Understanding the Content Organizer Creating Content Organizer Rules Introducing Document IDs Creating a Custom Document ID Provider Discussion: Document ID Scenarios

Understanding the Content Organizer Content Organizer The Drop Off Library Content Organizer Settings Content Organizer Rules

Creating Content Organizer Rules EcmDocumentRoutingWeb contentOrganizerSite = new EcmDocumentRoutingWeb(site); SPContentType contentType = site.ContentTypes["Document"]; SPList destinationLibrary = site.Lists["Archive"]; EcmDocumentRouterRule newRule = new EcmDocumentRouterRule(site); newRule.Name = "Move all documents to archive"; newRule.RouteToExternalLocation = false; newRule.Priority = "9"; newRule.ContentTypeString = contentType.Name; newRule.TargetPath = destinationLibrary.RootFolder.ServerRelativeUrl; newRule.Update();

Introducing Document IDs Document IDs and Static URLs Configuring Document IDs Document ID Service feature Document ID Settings Configuring the Search Service Document ID Providers Generating Document IDs Locating a document: By using the Search Service By using the document ID provider

Creating a Custom Document ID Provider Custom Document ID Provider GenerateDocumentId GetDocumentUrlsById GetSampleDocumentIdText DoCustomSearchBeforeDefaultSearch Installing and Uninstalling a Document ID Provider DocumentId.SetProvider() DocumentId.SetDefaultProvider()

Discussion: Document ID Scenarios Discuss the following scenarios with the class: Integrating Document Libraries with an External System Generating Bar Codes Locating Documents without Using Search

Lab: Implementing Content Management Functionality Exercise 1: Creating a Custom Document ID Provider Exercise 2: Registering a Custom Document ID Provider Exercise 3: Applying a Custom Audit Policy

Lab Scenario The Finance team at Contoso uses a proprietary accounting system to manage sales ledgers and purchase ledgers. At the same time, invoices are stored in various document libraries on the SharePoint intranet portal. The team wants to make it easier to correlate invoices on SharePoint with items on the sales ledger. To assist the team, you will implement various document management features on the SharePoint intranet portal. First, you will implement a document ID provider to generate a unique document ID for every document. The

Lab Scenario Sales team can record the document ID on the sales ledger, and use the ID to retrieve the document quickly from SharePoint even if it has been moved. Next, you will configure and apply an auditing policy that ensures document reading and writing operations are recorded.

Lab Review

Lab Discussion Questions Discuss the following questions with the students: The custom document ID provider you created assigned documents IDs in the format "Contoso123456". Is it possible to create these document IDs by using the default provider? You have installed your solution in a site collection. The audit policy seems to have been created and assigned to the Document content type correctly. However no information appears in the audit logs. What do you think is prevented the auditing from working correctly?

Module Review and Takeaways Review Question(s)