How ECM Has Improved in SharePoint 2013 and What’s Still Missing
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The document discusses the improvements in Enterprise Content Management (ECM) in SharePoint 2013, including new features like bulk metadata updates, enhanced search capabilities, and an improved e-discovery framework. However, it also highlights several limitations still present, such as issues with document IDs, email management, and the need for advanced functionalities in e-discovery. The session concludes by encouraging attendees to provide feedback and indicating where to find the presentation afterward.
How ECM Has Improved in SharePoint 2013 and What’s Still Missing
- 1. How ECM Has Improved in SharePoint 2013 and What’s Still Missing Mike Ferrara
- 2. www.sharepointsummit.org About Mike • 13+ years of experience with content management and system integration • Drinking the SharePoint Kool-Aid since 2006 • Specializes in legal document and content management • Located in Miami, FL • #SharePint enthusiast • @mikecferrara 2
- 3. www.sharepointsummit.org Agenda 3 SharePoint 2013 ECM Strategy New ECM Features in SharePoint 2013 What’s Still Missing? Demo Q&A
- 5. www.sharepointsummit.org Share More, Do More • 2010 – ECM for the Masses • UX for Browser, PC and Phone • Combine classic ECM with social & collab. • Search based applications • 2013 – Convergence & Usability • Usability now focused on the individual, team and organization • Cloud plays a key role 5
- 6. www.sharepointsummit.org Borrowed Stolen Microsoft Marketing Material 6
- 7. www.sharepointsummit.org New ECM Features in 2013 • Bulk Metadata Update • Content Drag & Drop • Exchange Site Mailboxes • Improved Video Handling • Search Enhancements • CMIS Update • New E-Discovery Framework 7
- 8. www.sharepointsummit.org Bulk Metadata Update 8 Bulk edit MMS fields inline! Advanced bulk edit options
- 10. www.sharepointsummit.org Improved Video Handling • New Video content type • Video player page • HTML5 media player – works on most mobile browsers • Tagging, ratings, likes and views 10
- 11. www.sharepointsummit.org Improved Video Handling (cont.) • Add thumbnail from video itself or upload your own • Support for renditions • Embed video with advanced options 11
- 13. www.sharepointsummit.org Search Enhancements cont. 13 Interactive refiners Search Scopes
- 14. www.sharepointsummit.org Search Enhancements cont. 14 Inline document preview
- 15. www.sharepointsummit.org CMIS Update • CMIS 1.0 now a feature that is natively available in SharePoint 2013 • Much easier to deploy – just activate it! 15 Real world example Interact with SharePoint content from Adobe Bridge No Code Solution
- 17. www.sharepointsummit.org eDiscovery 101 • eDiscovery = electronic discovery = mass confusion • Defined: Discovery is the term used for the initial phase of litigation where the parties in a dispute are required to provide each other relevant information and records, along with all other evidence related to the case. • 2006 – New US federal rules codifying the requirement to provide electronic information and records or ESI. • Increasing attention from Canadian firms as courts impose sanctions for non-compliance • Due to these changes – highly developed vendor landscape offering many different solutions • Many grey areas, but courts serious about eDiscovery plans • Why should you care? 17
- 18. Because lawyers and lawsuits are scary! 18
- 19. You could lose your job! 19 eDiscovery??
- 22. All the above available in Office 365! (Enterprise E3)
- 24. www.sharepointsummit.org What’s Still Missing? • Document ID limitations • Can only configure a prefix OOTB • IDs are technically only unique within the same site collection • Unfriendly format • Workaround: Custom SQL database + farm solution • No explicit deny on a granular level • Deny is mainly only available at the web app/SC level • Requires too many steps by the user • Workaround: Custom API development or 3rd party DMS solution • E-Mail Management limitations • Simplistic save method – cannot pick content type/metadata • Profiled e-mails don’t automatically capture e-mail metadata (To, From, etc.) • No “Send and save” feature • Workaround: 3rd party E-mail Management App – there are several out there with varying feature sets 24
- 25. Denying access is this complicated??
- 26. www.sharepointsummit.org What’s Still Missing (cont.) • Limitations to new eDiscovery features • Requires SharePoint/Exchange/Lync 2013 for legal holds • Legal holds only preserve the current version at the time of preservation • Missing key advanced TAR functions – predictive coding, predictive analytics, clustering, etc. • Workaround: Use 3rd party eDiscovery product or wait for vendors to extend OOTB SP 2013 eDiscovery features • Limitations to CMIS • Not yet available in Office365 26
- 28. Please rate this session! Fill out the survey and get a chance to win a Surface
- 29. Thank you for your attention! This presentation will be available on the Toronto SharePoint Summit web site a few days after the event.