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![Page 1: Welcome to the Minnesota SharePoint User Group. Agenda Quick Intro Announcements and News Document Management Content Types Records Management Q&A.](https://reader036.fdocuments.us/reader036/viewer/2022081518/551aaf7c550346856e8b4da7/html5/thumbnails/1.jpg)
Welcome to the Minnesota SharePoint
User Group
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Agenda
• Quick Intro
• Announcements and News
• Document Management
• Content Types
• Records Management
• Q&A
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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
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• 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
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• 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
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• 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
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• 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
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• 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
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• 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
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Document Management in SharePoint Server 2007
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• 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
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• 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
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• Information Bar
• Customizable in InfoPath
• Connect to Outlook
Client Interaction
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• Document Workspace - WSS
• Document Center – MOSS
• Translation Management Library - MOSS
Site and List Templates
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• All Document Libraries
• Approval
• Collect Feedback
• Collect Signatures
• Disposition Approval
• List-specific
•Translation Management
• Issue Tracking
Out of the Box Workflows
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Content Types inSharePoint Server 2007
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What We’ll Cover• General Definition / Example• Benefits• Management• Settings• Columns / Metadata• Usage• Demo
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Definition
• Enables centralized management and organization of reusable metadata and behavior
• Applies to all list items / documents• Defines:
– General Settings– Metadata / columns– Workflow– Policy
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Examples (out-of-the-box)• Issue• Task• Announcement• Base Document• Dublin Core• …
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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)
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Benefits
• Centrally Managed• Enforcement• Content Type Inheritance• Aggregation
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Management
• Top-level site gallery• Child sites inherit
parent gallery• Organized in groups• Add / Edit / Delete
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Settings
• Derive from Item or Document
• Name / Description / Group
• Template• Document Information
Panel• Workflow
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Settings
• Policy– Labels– Auditing– Expiration– Conversions– Barcodes
• Document Conversions
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Columns
• Site Columns• New Column Types
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Usage
• Document Libraries / Lists– Enable Multiple Content
Types
• Content By Query Web Part
• Search
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Content Type Demo
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Records Management• Send to Menu• Policies• Records Repository• Auditing• Managed Email Folders
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Send To Menu
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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
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Send To Menu – Copying Around
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Policies
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Policies
• Rules applied to items (Lists and Documents)• Default Types
– Labels– Auditing– Expiration– Form Conversion for Archiving– Barcodes
• Customizable
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Policies DemoApplying to a Document Library
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Record Repository
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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
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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
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Repository Creation
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Repository Routing• Put documents in the
appropriate location• Can have many
Document Libraries• Default route for
documents with unmatched criteria
• Assign additional Metadata
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Repository DemoSending a Document
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Auditing
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Auditing Management
• Viewable under the site collection
• Excel based view• Can create custom
reports
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Managed Mail Folders
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Managed Mail Folders
• Hooks into Exchange 2007 and Outlook 2007
• Folders deployed to Users– Each folder has a policy– Ties back to Record
Repository
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• 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
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Thanks for coming!