1. http://www.sharepointne.com Welcome to the Nebraska SharePoint User Group May 7 th, 2008 Enterprise Content Management (ECM) in SharePoint Corey Erkes

2. http://www.sharepointne.com Today’s Agenda SharePoint And ECM Concepts ECM Foundation: Document Management Web Content Management Q&A

3. http://www.sharepointne.com SHAREPOINT AND ECM CONCEPTS

4. http://www.sharepointne.com What is Enterprise Content Management?

5. http://www.sharepointne.com ECM Defined… Document Management – “A computer system (or set of computer programs) used to track and store electronic documents and / or images of paper documents.” Wikipedia

6. http://www.sharepointne.com ECM Defined… Records Management – “Practice of identifying, classifying, archiving, preserving, and destroying records.” Wikipedia

7. http://www.sharepointne.com ECM Defined… Web Content Management – “A content management system usually implemented as a web application for creating and managing HTML content.” Wikipedia

8. http://www.sharepointne.com SharePoint Concepts For ECM Content Database Site Collection Site List / Library Metadata (Columns / Content Types)

9. http://www.sharepointne.com DOCUMENT MANAGEMENT

10. http://www.sharepointne.com Document Management Topics The Core Platform – Document Libraries – Content Types & Site Columns Document Centers Constraints and Suggested Practices

11. http://www.sharepointne.com Document Management Topics The Core Platform – Document Libraries – Content Types & Site Columns Document Centers Constraints and Suggested Practices

12. http://www.sharepointne.com Document storage Security Document Libraries

13. http://www.sharepointne.com Document Storage Security Versioning Document Libraries

14. http://www.sharepointne.com Document Storage Security Versioning Metadata Document Libraries

15. http://www.sharepointne.com Document Storage Security Versioning Metadata Views Document Libraries

16. http://www.sharepointne.com Additional Capabilities – Upload single / multiple – Datasheet Mode – Explorer View – Outlook 2007 Integration – RSS / Alerts – Recycle Bin – Send To Document Libraries

17. http://www.sharepointne.com Document Management Topics The Core Platform – Document Libraries – Content Types & Site Columns Document Centers Constraints and Suggested Practices

18. http://www.sharepointne.com Document Center Site Template Site template dedicated to document management Content Types enabled Versioning Settings enabled Tree View enabled Relevant Documents Web Part Assigned Tasks

19. http://www.sharepointne.com Document Management Topics The Core Platform – Document Libraries – Content Types & Site Columns Document Centers Constraints and Suggested Practices

20. http://www.sharepointne.com ConstraintSuggested Practice Site Collection Limitations Content Types Site Columns Leverage SharePoint “Features” to “staple” company content types and site columns to site collections. Versioning on Document LibrariesPlan out content types and corresponding document libraries to ensure versioning is applied appropriately. # of Documents per “Level” (2,000 Documents)Plan document balancing techniques by using folders or “automated” balancing techniques using Event Handlers. CapacityPlan out Document Centers to align to content databases. SharePoint Groups and IndexingLeverage AD Groups instead of SharePoint Groups to avoid full crawls of large repositories. Constraints and Suggested Practices

21. http://www.sharepointne.com WEB CONTENT MANAGEMENT

22. http://www.sharepointne.com Topics Publishing Sites Content Types and Page Layouts Managing Web Content

23. http://www.sharepointne.com Topics Publishing Sites Content Types and Page Layouts Managing Web Content

24. http://www.sharepointne.com Publishing Sites Site template configured with web content management features enabled – Page Layout Content Types – Page Layouts – Content Pages – Page Libraries

25. http://www.sharepointne.com Topics Publishing Sites Content Types and Page Layouts Managing Web Content

26. http://www.sharepointne.com Page Layout Content Types Out-of-the-box Content Types for Publishing – Article Page – Redirect Page – Welcome Page

27. http://www.sharepointne.com Page Layouts Web page templates that define the content layout Created in SharePoint Designer (optional) “Married” to the page layout content type Field and Content Controls = Metadata from Content Type

28. http://www.sharepointne.com Topics Publishing Sites Content Types and Page Layouts Managing Web Content

29. http://www.sharepointne.com Page Library Storage for content pages Page content is metadata on the page! Familiar document management concepts apply

30. http://www.sharepointne.com Content Pages Content Page = Document in a Library Instance of a page layout WYSIWYG

31. http://www.sharepointne.com Content Pages: Page Editing Toolbar Check In / Checkout and Publish Spell Check Workflow Unpublished Items

32. http://www.sharepointne.com Scenario: Press Releases Sales Team has been using SharePoint internally for document management and collaboration. Given the employee’s familiarity with the toolset, the marketing department would like to build their site on SharePoint. Employees in the marketing department create press releases on a weekly basis and want to make sure that the content is reviewed and approved before it goes live. Solution: -Create Publishing Site -Define Press Release Content Type and Page Layout -Configure Approval Workflow

33. http://www.sharepointne.com Q & A http://www.sharepointmn.com

34. http://www.sharepointne.com References Microsoft ECM Team Blog http://blogs.msdn.com/ecm/ Inetium Blogs http://blogs.inetium.com http://blogs.inetium.com DOD 5015.2: SharePoint Resource Kit http://www.microsoft.com/sharepoint/capabilities/ecm/dod5015.mspx http://www.sharepointmn.com

35. http://www.sharepointne.com Thanks for coming! http://www.sharepointmn.com