Welcome to the Minnesota SharePoint

User Group

Agenda

• Quick Intro

• Announcements and News

• Document Management

• Content Types

• Records Management

• Q&A

Develop and support a local community focused on Microsoft SharePoint Technologies

• Educate user group members about SharePoint Technologies

• Transfer knowledge within the community

• Communicate best practices

• Introduce new products / solutions

User Group Goal / Objectives

• Inetium (www.inetium.com)

• Twin Cites based Microsoft consulting company

• Microsoft Gold Certified Partner

• Practice Area focused on Information Worker Technologies

• New Horizons – Minnesota (www.newhorizonsmn.com)

• Microsoft Gold Certified Partner

• Training on many technologies

• Microsoft (www.microsoft.com)

• I’m guessing you’ve heard of them

Introductions – MNSPUG Sponsors

• Website for user group

• SharePoint resource documents

• SharePoint resource websites links

• RSS Feeds

• Meeting Schedule

• Past User Group Presentations

• Watch for changes soon! V3…?

www.sharepointmn.com

www.sharepointmn.com

• Public preview release of 2007 Microsoft Office System

• Server and client applications available for download (requires registration)

• More info at: http://www.microsoft.com/office/preview/default.mspx

• Tech Ed (now – June 16th)

• Watch the web for updates!

News and Announcements

• Next Meeting

• July 12th 9:00 AM to 11:00 AM

• Microsoft’s Bloomington Office

• Topics:

Business Process (workflow) / Digital Forms

• Ongoing Schedule

• 2nd Wednesday of every month

• 9:00 to 11:00 am

• Microsoft’s Bloomington Office

Upcoming Schedule

• Business Intelligence

• Collaboration

• Search

• Business Forms / Processes

• Portals

• Content Management

SharePoint 2007 – Key Microsoft Investment Areas

CollaborationCollaborationBusinessBusiness

IntelligenceIntelligence

PortalPortalBusinessBusiness

FormsForms

SearchSearchContentContentManagementManagement

PlatformPlatformServicesServices

Workspaces, Mgmt,Workspaces, Mgmt,

Security, Storage,Security, Storage,

Topology, Site ModelTopology, Site Model

ContentContentManagementManagement

• Document Management

• Document library features

• Site Templates

• Document Workflow

• Integration with Office

• Content types

• Records Management -- Process of collecting, managing, and disposing of corporate records

• Policies

• Retention Schedules

• Auditing

• Records Repository site template

Document and Records Management

Document Management in SharePoint Server 2007

• Check-in, check-out

• File Versioning

• Major and Minor

• Limit version retention

• Require content approval

• Draft Item Security

• Require Checkout

• Document approval/publishing

Document Library

• Exchange integration to support Emailing a document library

• Advanced Settings

• Browser-enabled documents

• Custom Send-To

• Folders

• RSS Settings

• Indexed Columns

• Views create from existing

Document Library

• Information Bar

• Customizable in InfoPath

• Connect to Outlook

Client Interaction

• Document Workspace - WSS

• Document Center – MOSS

• Translation Management Library - MOSS

Site and List Templates

• All Document Libraries

• Approval

• Collect Feedback

• Collect Signatures

• Disposition Approval

• List-specific

•Translation Management

• Issue Tracking

Out of the Box Workflows

Content Types inSharePoint Server 2007

What We’ll Cover• General Definition / Example• Benefits• Management• Settings• Columns / Metadata• Usage• Demo

Definition

• Enables centralized management and organization of reusable metadata and behavior

• Applies to all list items / documents• Defines:

– General Settings– Metadata / columns– Workflow– Policy

Examples (out-of-the-box)• Issue• Task• Announcement• Base Document• Dublin Core• …

An Analogy…• Can = Base Content Type

– Defines Required Metadata• Ingredients, Name, Description, Mfg

– Defines Auditing (Where has it been?)

• Can of Fruit – Inherits Can Content Type– Defines Fruit Expiration Policy– Defines a Template (Label Wrapper)

• Can of Soup – Inherits Can Content Type– Defines Soup Expiration Policy– Introduces Workflow (How to make it)– Defines a Template (Label Wrapper)

Benefits

• Centrally Managed• Enforcement• Content Type Inheritance• Aggregation

Management

• Top-level site gallery• Child sites inherit

parent gallery• Organized in groups• Add / Edit / Delete

Settings

• Derive from Item or Document

• Name / Description / Group

• Template• Document Information

Panel• Workflow

Settings

• Policy– Labels– Auditing– Expiration– Conversions– Barcodes

• Document Conversions

Columns

• Site Columns• New Column Types

Usage

• Document Libraries / Lists– Enable Multiple Content

Types

• Content By Query Web Part

• Search

Content Type Demo

Records Management• Send to Menu• Policies• Records Repository• Auditing• Managed Email Folders

Send To Menu

Send To Menu• Quick destination actions on items• Default Options

– Email a Link– Create Document Workspace– Download a Copy– Other Location– Document Library specific location

• Customizable• Used for Record Repository

Send To Menu – Copying Around

Policies

Policies

• Rules applied to items (Lists and Documents)• Default Types

– Labels– Auditing– Expiration– Form Conversion for Archiving– Barcodes

• Customizable

Policies DemoApplying to a Document Library

Record Repository

Record Repository

• Centralized store for items that should be retained

• Out of the box site template for Records Repository

• Store and Add Metadata• Set up Auditing and Retention Policies• Allows ‘Holds’ to be placed

Repository Management

• One Repository Per Site Collection• Repository Link set in Central Admin• Routing table in Repository Site• Manage Policies on Content• ‘Hold’ expiring items

Repository Creation

Repository Routing• Put documents in the

appropriate location• Can have many

Document Libraries• Default route for

documents with unmatched criteria

• Assign additional Metadata

Repository DemoSending a Document

Auditing

Auditing Management

• Viewable under the site collection

• Excel based view• Can create custom

reports

Managed Mail Folders

Managed Mail Folders

• Hooks into Exchange 2007 and Outlook 2007

• Folders deployed to Users– Each folder has a policy– Ties back to Record

Repository

• Workflows:

http://blogs.msdn.com/sharepoint/archive/2006/06/07/621210.aspx

• 2007 Microsoft Office System Preview:

http://www.microsoft.com/office/preview

• Inetium Blogs

http://blogs.inetium.com

Resources

Thanks for coming!