KMA Deck -C. McNulty discusses ecm wcm-upgrades2010 - nyc
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This document discusses planning and strategies for implementing and migrating to Enterprise Content Management (ECM) and Web Content Management (WCM) systems using Microsoft SharePoint. It covers topics like versioning, approvals, records management, information lifecycle management, and upgrade strategies. The presentation provides an overview of these capabilities in SharePoint 2010 and demonstrates tools for assessing databases before upgrade and monitoring the upgrade process. It aims to help organizations effectively plan ECM/WCM solutions and upgrades to SharePoint 2010.
![Demo Screenshot - Pre-Attach TestPS C:\Users\cmcnulty> Test-SPContentDatabase -Name WSS_Content_2007OOB -WebApplication http://kmamssd01 Category : SiteOrphanError : TrueUpgradeBlocking : FalseMessage : Database [WSS_Content_2007OOB] contains a site (Id = [f78c83e e-20d9-4b87-93d1-e1d640da6633], Url = [/]) whose url is already used by a different site, in database (Id = [2cc0fc28-c1ff -4311-ac68-918229f5d834], name = [WSS_Content]), in the same web application. Consider deleting one of the sites which hav e conflicting urls.Remedy : The orphaned sites could cause upgrade failures. Try detach and reattach the database which contains the orphaned sites. Restart upgrade if necessary.](https://image.slidesharecdn.com/ecm-wcm-upgrades2010-nyc-100804063348-phpapp02/85/KMA-Deck-C-McNulty-discusses-ecm-wcm-upgrades2010-nyc-23-320.jpg)
KMA Deck -C. McNulty discusses ecm wcm-upgrades2010 - nyc
- 1. ECM/WCM Planning, Implementation and Migration StrategiesSharePoint Saturday New YorkJuly 31, 2010Karthik Ventkataraman Chris McNulty
- 2. ECM/WCM Planning, Implementation and Migration StrategiesSharePoint Saturday New YorkJuly 31, 2010Karthik VentkataramanChris McNulty
- 3. KMA BackgroundA full-service information technology consulting firm established in 1995, based in Waltham, MA27 employees: Partner, PM, Analyst, Developer, QA Industry expertise and core focus: Professional Services, Life Sciences & Financial ServicesMicrosoft technology focus:Microsoft Certified Partner since 1995Microsoft Gold Certified Partner since 2004Working with SharePoint technologies since 2001Specialties in Enterprise Content Management and Forms, Portals and Collaboration, SearchApproximately 15 consultants versed in SharePoint technologiesApproximately 70 SharePoint projects delivered over last 2 years
- 4. About MeWorking with SharePoint technologies since 2000/200120 years consulting and financial services technology (Santander, John Hancock, GMO, State Street)SharePoint practice lead at KMAWrite and speak often on Microsoft information worker technologiesMicrosoft MCSE/MCTS/MSA/MVTSBC MBA in Investment ManagementHiking, cooking, playing guitar, colonial history, photographyMy family: Hayley, three kids (15, 6, 3) and my dog Stan
- 5. I live outside Boston…
- 6. But I’m from here…
- 7. AgendaDisclaimerSolution OverviewECM – Enterprise Content ManagementVersioning and ApprovalsDrop-off libraryRecords Management – In Place vs. Records CenterDocument HoldDisposition and ILMWCMPlanning – Collaboration vs. PublishingMicrosoft Reference ArchitectureUpgrade & Migration
- 8. Microsoft SharePoint Server 2010 … the bright frontier
- 9. Microsoft SharePoint Server 2010 … the bright frontierEastern Long Island, July 4, 2010
- 10. SharePoint ContentEnable employees to deliver value fast with Document SetsManaged as a single entityDifferent types of content itemsPre-Beta screenshots, subject to change
- 11. SharePoint ContentMake it easy for users to enter metadata and use itHierarchical taxonomy structureMetadata-drivennavigationCapture metadata in OfficePre-Beta screenshots, subject to change
- 12. SharePoint ContentRich authoring and publishing for web and multi-media contentMicrosoft Confidential, Prototype OnlyStreaming video on web pagesRibbon menu for media contentDigital-Asset ManagementPre-Beta screenshots, subject to change
- 13. SharePoint ContentExpand reach of records management across the enterpriseDeclare a record in a team siteLocation-based policiesMulti-stage disposition policiesPre-Beta screenshots, subject to change
- 14. Enterprise Content ManagementApprovals and VersioningDrop-off Library & Content OrganizerRecords Management & Records CenterIn Place vs. Records CenterHold and DiscoveryILM and Retention Policies
- 15. Versioning and ApprovalClassic product functionsUser optionsInteractive approvalWorkflow approval
- 16. Drop-off Library and Content OrganizerMove content based on content typeMove content based on metadata and properties
- 17. Records Management and HoldsIn place vs. Records CenterEnablementsSite Collection Feature “In Place Records Management”Records Center – Custom Site CollectionHold and eDiscovery Site FeatureCustom Send To Actions (Cent. Admin)Move, Copy, Move and Leave Link
- 18. Information Lifecycle ManagementDefault behavior is defined for Content Types (MMS)Redefine (override) at library/folder levelRich array of functions and custom workflow
- 19. Web Content ManagementDecide on your paradigm – publishing vs. collaborationBusiness case – page creation by ownersEdit and approve in placeOptional - deployment paths
- 20. WCM and Migration – Planning and Architecture
- 21. Predictable UpgradeDo-no-harmThree pathsIn placeDatabase upgradeThird party toolsProcessPre-upgrade checkerVisual UpgradeResumable upgradeProgress reportsParallel DB upgrades
- 22. Upgrade DemoPreScan CheckDatabase AttachVisual Upgrade
- 23. Demo Screenshot - Pre-Attach TestPS C:\Users\cmcnulty> Test-SPContentDatabase -Name WSS_Content_2007OOB -WebApplication http://kmamssd01 Category : SiteOrphanError : TrueUpgradeBlocking : FalseMessage : Database [WSS_Content_2007OOB] contains a site (Id = [f78c83e e-20d9-4b87-93d1-e1d640da6633], Url = [/]) whose url is already used by a different site, in database (Id = [2cc0fc28-c1ff -4311-ac68-918229f5d834], name = [WSS_Content]), in the same web application. Consider deleting one of the sites which hav e conflicting urls.Remedy : The orphaned sites could cause upgrade failures. Try detach and reattach the database which contains the orphaned sites. Restart upgrade if necessary.
- 24. Demo Screenshot - Upgrade Dashboard
- 25. Demo Screenshot - Original Upgrade
- 26. Demo Screenshot - Visual Upgrade
- 28. SharePoint 2010 site: http://sharepoint.microsoft.com
- 29. SharePoint Team Blog: http://blogs.msdn.com/sharepoint/default.aspx
- 30. From KMA:
- 31. Monthly webinars on SharePoint 2010 (EPM, upgrades, etc.)
- 32. August 2010: SharePoint 2010 Enterprise Search
- 33. Web: www.kma-llc.net (now powered by SharePoint!) with white papers, blogs, archived presentations, news, and events
- 34. SharePoint Deployment Planning Services (SDPS), now available for 2010 planning
- 35. From me
- 36. SharePoint Saturday San Francisco September 11, 2010 (Business Intelligence / IT Platform and Upgrade)
- 37. SharePoint Saturday Boston -- September 25, 2010 (SharePoint Data Visualization)
- 38. SPTechCon Boston – October 20-22, 2010 (Core Collaboration)
- 39. KMWorld (Washington DC - November 2010)
- 40. Gilbane Conference (Boston – December 2010)Thank you…Contact DetailsEmail cmcnulty@kma-llc.netBlog http://blogs.kma-llc.net/microknowledgeTwitter: http://twitter.com/cmcnulty2000LinkedIn:http://www.linkedin.com/in/cmcnulty
- 41. Q&AMy next presentation – 2:35pm - Managed Metadata and Taxonomy
- 42. Open Questions
- 43. Contact Me
- 45. Microsoft Product Management
- 46. Feedback forms
- 47. Prize: SPC2009 Content Pass ($500)Thank you sponsors!!
- 48. 2 ASUS NetbooksAlso Some Books1 Typemock Isolator LicenseA 2-5 Day Course from SetFocus on SharePointTelerik RAD Controls Set1 DeliverPoint WFE 2010 license (Worth $1500)1 BCS Meta Man license (Worth $1200)1 Lightning Conductor 2010 WFE license (Worth $800)1 Lightning Storm Forums license. (Worth $600)
Editor's Notes
- #11: Doc sets adds cap to bundle together types of content as a single entityAdd metadata to doc setAdd policy to doc set
- #12: Use of tags and metadataUser is prompted to enter data (on right)Left hand side is showing navigation via metadata or taxonomy tree
- #13: 1) Media is more native2) Shows streaming of video3) OOB media webpart
- #14: More users are now part of the RM scenarioDeclare rec in team siteDisp pol is broken down in to stagesCreateArchiveElimination