Business Document Management with SharePointRaimund WasnerManaging Director, Kollabria

SPC197

SharePoint as a Platform

SharePoint for Business Seminar Series

Collaborative Enterprise ComputingThe next step in information managementTechnologies that goes beyond file systemsTechnologies that enables productive user interaction with files and data

How many pages long is the SharePoint 2010 “manual”?

a. 100 pagesb. 500 pagesc. 1,000 pagesd. 10,000 pages

“SharePoint is a general purpose platform for connecting people with information”

Steve Ballmer, Microsoft

Client/Server Computing

Server

Applications

Computing PC

Fat Applicatio

n

File Server

Application Server

Shift in Information Management

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Internet

Server

Application

s

Computing

PC

Fat

Application

File Server

Applicatio

n Server

Browser

Websites

Ap

pl

ic

at

io

ns

Internet-ify your Stuff…

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Intranet

Server

Applications

Computing PC

Fat Applicatio

n

File Server Application Server

Browser

SharePoint

Sites Sites Sites

Applications

What does the SharePoint Platform do?

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SharePointContent

Model

Integration

Layer

Workflow

Search

Site/App

Site

Site

Site

Surface Information

CreateApplications

SharePoint as an Application….

SharePoint as an Application….

SharePoint is the Mirror of Erised

SharePoint

Developer

User Administrator

Business

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Business

Operating

System

Developer

User Administrator

Business

SharePoint Catch 22

SBP STAUser Needs

Business Requirements

Applications

Servers

Technology

Infrastructure

D A S F B

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Document Management with SharePoint

Kinds of Document ManagementManaging documents for the sake of managing documentsSpecific Application dedicated to that job

Important DocumentsRegulated Documents

Managing documents as part of a your jobCollaborateStoreProcessEtc..

The Primary Rules of Document ManagementHow will I find itHow will I control itHow will I preserve itHow will I route itHow will I govern it

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• Lists & Libraries• Content Types

• Document Sets• Metadata• Web Parts• Security

• Search & Search Controls

• Site Collections• Global

• SharePoint Designer

• Dashboard Designer• Visio Premium• Silverlight

• Business Connectivity• Content Organizer• Managed Metadata• Workflow• Records Management• Social Computing

Global Entities

Search

Add-On Utilities

Transparent Utilities

Kollabria SharePoint Configuration Wheel

Tools for document control

Use Global Entities to

Move Content

from Repository

to Site

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Lists & Libraries

Content Types• D

ocument Sets

Metadata

Web Parts

Security

End User Site/Application

SharePoint Repository

Content Types

• All SharePoint content is placed in Content Types

• Classification & Data Organization

• Content Syndication across enterprise

• Combination of object and index

Types of Content Types

• Site Content Type• Managed at the Site Collection, Site, or Content Hub• The ‘parent’ of list content types• Scope limited only by its point of origin

• List Content Type• Managed entirely at the List/Library level• The ‘child’ of site content types• Scope limited to a particular list

Finance

Vendor Invoices

Finance

• Remaining Steps• Apply content type columns to library• Adjust library “views” and sort order

It helps to have a plan…

Total Document Management with SharePoint

Extend your Document Management Framework to Paper Documents

PaperVision Capture Desktop- At every scanning desktop- Does not require a server- Fully featured- Easily configured and administrated- Simple to use

• Real World Plan• Realize that you are allowing users to build applications not sites• Determine content types (document types in advance)• Create enterprise content hub • Determine key metadata requirements (columns for each)• Determine workflows• Determine records polices• Determine views and library function• Build all of the above into “create new library’• Allow admins to build and extend• Implement document scanning at the desktop for total document

management

What to do in the real world…

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MySPC

© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Thank You!