Post on 05-Jan-2016
Copyright © 2006 Pilothouse Consulting Inc. All rights reserved.
Office Server Specific
• Web content management– Page structure, layouts, and controls– Publishing process
• Personal site and user profiles• Searching as end user• Business Data Catalog data in lists, web parts,
and search center• Key Performance Indicators (KPI)• Information management policy
– Labeling, auditing, archiving, expiration, barcodes
• Records management
Copyright © 2006 Pilothouse Consulting Inc. All rights reserved.
Web Content Management
• Web Content Management provides workflow, versioning, and publishing processes around pages.
• Each page is one of three default publishing content types: Page, Article Page, and Welcome Page or any content types that extend the defaults.
• Publishing content type contains columns that define information that can appear on a page through the use of field controls and a pointer to page layout that will be used to draw the page.
Copyright © 2006 Pilothouse Consulting Inc. All rights reserved.
Page with Field Controls
Copyright © 2006 Pilothouse Consulting Inc. All rights reserved.
Field Controls
• Field controls have code to display render time and edit time modes, and typically retrieve the information to display from page properties.
• Developers can extend and create default controls (controltemplates/SharePoint_Publishing_defaultformtemplates.ascx).
Copyright © 2006 Pilothouse Consulting Inc. All rights reserved.
Page Layouts and Master Pages
• Page Layout is a content page that uses a specific master
• Page layouts can only be stored at root site master page and layouts gallery.
Copyright © 2006 Pilothouse Consulting Inc. All rights reserved.
Demo: Web Content Management
Demo: Web Content Management
1.Examine DefaultLayout.aspx in the master page gallery in a root site within a site collection.
2.Examine default.aspx in “Pages” document library of root site.
3. Walk though an editing and publishing process for default.aspx page and a newly created page
Copyright © 2006 Pilothouse Consulting Inc. All rights reserved.
Personal Site/User Profile Purpose
• Personal site – a site collection dedicated for lists and documents of a particular user
• User Profile shows other users– person’s expertise– contact, organizational, and social networking
information
• One can find a user profile either by searching for it or by clicking on the link next to a document or an item that a person posted.
Copyright © 2006 Pilothouse Consulting Inc. All rights reserved.
Demo: Personal Site
Demo: Personal Site
1.Managing content in personal site
2.Editing user profile information
Copyright © 2006 Pilothouse Consulting Inc. All rights reserved.
• Search syntax in SharePoint is the same as on desktop search or Microsoft Live search
• + and - characters allow users to filter out search results
example:
–keyword – excludes the keyword
+keyword – keyword must be included
Search Syntax
Copyright © 2006 Pilothouse Consulting Inc. All rights reserved.
• Property names and other special characters can be used as well
Search Syntax
example:
keyword site:http://training/courses/chemistry101 – only returns results from chemistry101 site
keyword -author:”Dave Green” – does not include results where Dave Green is the author
Copyright © 2006 Pilothouse Consulting Inc. All rights reserved.
Demo: Search
Demo: Search
1. Searching as end user
2. Using special characters and advanced search
Copyright © 2006 Pilothouse Consulting Inc. All rights reserved.
Demo: Business Catalog Data
Demo: Business Catalog Data
1. Adding business catalog data to lists
2. Using business catalog data web parts
3. Searching business catalog data using search center
Copyright © 2006 Pilothouse Consulting Inc. All rights reserved.
Demo: KPI for Class Performance
Demo: KPI for Class Performance
1. Create a KPI (Key Performance Indicator) list
2. Create a simple KPI
3. Create a SharePoint list KPI called “Class Performance” that calculates its values based on a percentage of assignments that have certain grade ranges
4. Use a web part to display the KPI
Copyright © 2006 Pilothouse Consulting Inc. All rights reserved.
Information Management Policy
• SharePoint supports the following information management tools:
– Document retention and expiration schedules
– Auditing of document events – opening, viewing, check out, etc
– Labeling and barcodes without physically modifying a document
– Document conversion
Copyright © 2006 Pilothouse Consulting Inc. All rights reserved.
Policy Scopes
• Administrators can create a policy for the site collection and then connect a policy to a specific content type or a list (which copies the policy)
• Administrators can also create a policy at the content type or list level and later export it other places.
Copyright © 2006 Pilothouse Consulting Inc. All rights reserved.
Demo: Information Policy Management
Demo: Information Policy Management
1. Create a site collection information management policy called “SOP”
2. Make the policy available within a specific document library
3. Attach the policy to a specific content type
4. Examine how to run audit reports
Copyright © 2006 Pilothouse Consulting Inc. All rights reserved.
Records Management
• Records Management is process of collecting, managing, and disposing of corporate records in a consistent and uniform manner based on the company’s policies (labeling, expiration, auditing)
Copyright © 2006 Pilothouse Consulting Inc. All rights reserved.
Records Repository Submit Document
• Records Collection Interface enables people and automated systems to easily submit content to a records repository—supporting “write only” access without requiring direct access to the records in the repository
Copyright © 2006 Pilothouse Consulting Inc. All rights reserved.
Records Repository Routing List
• Record routing enables automated routing of content to its proper location within the records management system, based on its content type
Copyright © 2006 Pilothouse Consulting Inc. All rights reserved.
Records Management Hold Capabilites
• Hold capabilities enable users to apply one or more holds that suspend the policies on items to ensure that they remain unchanged during litigation, audits, or other investigations
Copyright © 2006 Pilothouse Consulting Inc. All rights reserved.
Demo: Records Repository
Demo: Records Repository
1. Create a site using “Records repository” template
2. Create a document library called “SOPs”
3. Add “SOP” entry to records routing list
4. Setup “Send To Location” in Central Administration
5. Go through the process of submitting a document to Records repository