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SharePoint Saturday
                           Louisville, Kentucky
                                   July 28, 2012



How to Manage Managing Your
          Enterprise Content
   Patrick Tucker, Principal Consultant
   MCPD, MCITP, MCDBA, MCTS, MCSD, MCT
Speaker Info
•   Patrick Tucker
•   Principal Consultant, SharePoint
•   Strategic Data Systems
•   Email patrick.tucker@sds-consulting.com
General Information
• Tweet it Out!!
  – Hashtag for this event: #SPSLouisville
  – Follow us: @SPSLouisville
  – Include your presenters
• Check out SPTV
  – Man on the street interviews…
  – Footage will be shown at http://mysp.tv
Taming the Beast!
  Where do your documents go in SharePoint?
  How are they managed?




                      Document management controls the life cycle of
                      documents in your organization — how they are
                      created, reviewed, and published, and how they are
                      ultimately disposed of or retained.
Document Management
• Defining and Organizing
   – Enterprise Content Types
   – Managed Metadata Service (Taxonomy)
• Tracking and Routing
   – Content Organizer
   – Document ID Service
   – Document Sets
• Management and Retention
   – In Place Records Management
   – Information Management Policies & Retention
   – Holds and eDiscovery
Doc Management Features
• Site Collection Features
  –   Content Type Syndication Hub
  –   Document ID Service
  –   Document Sets
  –   In Place Records Management
  –   Library and Folder Based Retention
• Site Features
  – Content Organizer
  – Hold and eDiscovery
Defining
and Organizing
Enterprise Content Types
Content Type Syndication
• MMS Properties is the place to start


• Create and publish content types in the ―hub‖
  site and consume in sites within the web
  application
• 2 Timer jobs control availability – ―Content
  Type Hub‖ and ―Content Type Subscriber‖
• Beware blank sites and hidden features
Managed Metadata
Managed Metadata
Tracking
and Routing
Content Organizer
Document ID Service
Document Sets
Document Center Template
• Site template used to create a dedicated
  site for Documents with features
  automatically activated.
Management
and Retention
Info Management Policies
Holds and eDiscovery
SP 2013 eDiscovery
• Discovery Center site to perform eDiscovery queries across
  multiple SharePoint farms and Exchange servers
• In-place preservation of Exchange mailboxes and SharePoint
  sites — including SharePoint list items and SharePoint
  pages — while still allowing users to work with site content.
• Support for searching and exporting content from file shares.
• The ability to export discovered content from Exchange Server
  2013 Preview and SharePoint Server 2013 Preview.
What is a ―Record‖?

A record is a document or other electronic
or physical entity in an organization that
serves as evidence of an activity or
transaction performed by the organization
and that requires retention for some time
period.
Records Management
         Active Documents




                            Hold
              Manage
In-place Records Mgmt
Records Center Template
• Site template used to create a dedicated
  site for Records with features automatically
  activated.
Records Mgmt SP 2013

• New retention policies applied at the site
  level.
  – The retention policy for the whole site and the
    team mailbox, if one is associated with the
    site.
  – What causes a project to be closed.
  – When a project should expire.
Clean-Up Items
• Fill out your evaluation forms!
• Visit the Dugout for a sneak
  peak of SharePoint 2013 and
  Networking.
• See you back at Home Plate for
  the Closing and Raffles!!

• Get the FREE SDS Code Library
About SDS
SDS SharePoint Custom Solutions
Count on our Agile development and expert coding experience to
create an optimal solution for your unique SharePoint application
and integration needs.

· Workflow & InfoPath Forms for Business Process
Automation
· SharePoint Reports & BI Integration
· Portals & Collaboration
· Content Management
*Agile Practices for proven faster delivery, higher quality, & increased business value.

For twenty years, SDS has solved enterprise development challenges
using coding best practices. We deliver required functionality with
· Exceptional code quality
· Maintainability
· and Reliability.
SharePoint Saturday Louisville has been
made possible because of a generous
sponsorship from the following friends…
Tonight’s SharePint is generously sponsored by

SharePint is being held right here at the Marriott
immediately following the event. Visit the
Rackspace booth for your ticket.

For each unused drink ticket turned back in, a $5
donation will be made to charity.

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How to Manage Managing Your Enterprise Content

  • 1. SharePoint Saturday Louisville, Kentucky July 28, 2012 How to Manage Managing Your Enterprise Content Patrick Tucker, Principal Consultant MCPD, MCITP, MCDBA, MCTS, MCSD, MCT
  • 2. Speaker Info • Patrick Tucker • Principal Consultant, SharePoint • Strategic Data Systems • Email patrick.tucker@sds-consulting.com
  • 3. General Information • Tweet it Out!! – Hashtag for this event: #SPSLouisville – Follow us: @SPSLouisville – Include your presenters • Check out SPTV – Man on the street interviews… – Footage will be shown at http://mysp.tv
  • 4. Taming the Beast! Where do your documents go in SharePoint? How are they managed? Document management controls the life cycle of documents in your organization — how they are created, reviewed, and published, and how they are ultimately disposed of or retained.
  • 5. Document Management • Defining and Organizing – Enterprise Content Types – Managed Metadata Service (Taxonomy) • Tracking and Routing – Content Organizer – Document ID Service – Document Sets • Management and Retention – In Place Records Management – Information Management Policies & Retention – Holds and eDiscovery
  • 6. Doc Management Features • Site Collection Features – Content Type Syndication Hub – Document ID Service – Document Sets – In Place Records Management – Library and Folder Based Retention • Site Features – Content Organizer – Hold and eDiscovery
  • 9. Content Type Syndication • MMS Properties is the place to start • Create and publish content types in the ―hub‖ site and consume in sites within the web application • 2 Timer jobs control availability – ―Content Type Hub‖ and ―Content Type Subscriber‖ • Beware blank sites and hidden features
  • 16. Document Center Template • Site template used to create a dedicated site for Documents with features automatically activated.
  • 20. SP 2013 eDiscovery • Discovery Center site to perform eDiscovery queries across multiple SharePoint farms and Exchange servers • In-place preservation of Exchange mailboxes and SharePoint sites — including SharePoint list items and SharePoint pages — while still allowing users to work with site content. • Support for searching and exporting content from file shares. • The ability to export discovered content from Exchange Server 2013 Preview and SharePoint Server 2013 Preview.
  • 21. What is a ―Record‖? A record is a document or other electronic or physical entity in an organization that serves as evidence of an activity or transaction performed by the organization and that requires retention for some time period.
  • 22. Records Management Active Documents Hold Manage
  • 24. Records Center Template • Site template used to create a dedicated site for Records with features automatically activated.
  • 25. Records Mgmt SP 2013 • New retention policies applied at the site level. – The retention policy for the whole site and the team mailbox, if one is associated with the site. – What causes a project to be closed. – When a project should expire.
  • 26. Clean-Up Items • Fill out your evaluation forms! • Visit the Dugout for a sneak peak of SharePoint 2013 and Networking. • See you back at Home Plate for the Closing and Raffles!! • Get the FREE SDS Code Library
  • 27. About SDS SDS SharePoint Custom Solutions Count on our Agile development and expert coding experience to create an optimal solution for your unique SharePoint application and integration needs. · Workflow & InfoPath Forms for Business Process Automation · SharePoint Reports & BI Integration · Portals & Collaboration · Content Management *Agile Practices for proven faster delivery, higher quality, & increased business value. For twenty years, SDS has solved enterprise development challenges using coding best practices. We deliver required functionality with · Exceptional code quality · Maintainability · and Reliability.
  • 28. SharePoint Saturday Louisville has been made possible because of a generous sponsorship from the following friends…
  • 29. Tonight’s SharePint is generously sponsored by SharePint is being held right here at the Marriott immediately following the event. Visit the Rackspace booth for your ticket. For each unused drink ticket turned back in, a $5 donation will be made to charity.

Editor's Notes

  • #10: stsadm -o activatefeature -id 73EF14B1-13A9-416b-A9B5-ECECA2B0604C -url http://<yourserver>