Implementing SharePoint 2013 ECM Solutions Robert Bogue, MVP The SharePoint Shepherd

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Presentation transcript:

Implementing SharePoint 2013 ECM Solutions Robert Bogue, MVP The SharePoint Shepherd

Agenda SharePoint as an ECM System in 2010 ECM Perspectives 2013 Ease of Use Features 2013 Records Management Features Navigation and Search Is SharePoint 2013 the right ECM platform?

SharePoint as an ECM System

SharePoint 2010 ECM Features Versioning Major/Minor Versions Check Out/In Approval Version Trimming Client Multiple File Upload WebDAV SharePoint Workspace Outlook Access Forms Property Promotion Client-based Browser-based Workflow Reporting Data Site Columns Terms Sets Content Types Enterprise Content Types Location Default Values Business Connectivity Services Field Validation Row Validation Records Content Organizer Records Center In-Place Holds Document IDs Security Granular Security Audit Trail

ECM Aspect Importance

What’s your experience? GoodBad

Ease of Use

Drag and Drop Upload HTML 5 Based Still limited for maximum number of files Cross-browser Support

Bulk Metadata (Quick) Edit Replaces Access ActiveX Control with HTML 5 based editing Improve bulk metadata entry performance

SkyDrive Pro OneDrive for Business “Drop Box”-like functionality for file sharing Built on top of SharePoint Workspace Synchronization of files but not of metadata

OneDrive or OneDrive for Business OneDrive Cloud Backed Storage Consumer OneDrive for Business SharePoint Backed Storage Commercial “Groove”

Document Sets Folder Support Search Inside OneNote Support

Records Management

eDiscovery Unified place to manage discovery for SharePoint Exchange Lync In-Place holds can be edited

Electronic Discovery Reference Model Standard eDiscovery Export Provides a mechanism for communicating discovered items to council

Navigation and Search

Content By Search Content Query Web PartContent By Search New to 2013 Available in Enterprise only Query search index Search index scope HTML Display template based Available since 2007 Available in Standard or Enterprise Query live data Site collection scope XSLT Display based

Search Results Display Individual Templates define search result block HTML template – not XSLT

Search Query Rules Transform the query Change results ranking Add promoted result (best bet)

Managed (Metadata) Navigation Based on Managed Metadata Allows for Polyhierarchy Can be pointed to static pages or to category pages

Is SharePoint the Right Platform?

Flexible Access

Metadata Entry

Questions and Answers Robert L. Bogue

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