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 ( Twin Cites based Microsoft consulting company Microsoft Gold Certified Partner Practice Area focused on Information Worker Technologies New Horizons – Minnesota ( Microsoft Gold Certified Partner Training on many technologies Microsoft ( 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…?

Public preview release of 2007 Microsoft Office System Server and client applications available for download (requires registration) More info at: Tech Ed (now – June 16 th ) Watch the web for updates! News and Announcements

Next Meeting July 12 th 9:00 AM to 11:00 AM Microsoft’s Bloomington Office Topics: Business Process (workflow) / Digital Forms Ongoing Schedule 2 nd 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 Collaboration BusinessIntelligence Portal Business Forms Search ContentManagement PlatformServices Workspaces, Mgmt, Security, Storage, Topology, Site Model ContentManagement

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 ing 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 in SharePoint 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 Folders

Send To Menu

Quick destination actions on items Default Options – 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

Rules applied to items (Lists and Documents) Default Types –Labels –Auditing –Expiration –Form Conversion for Archiving –Barcodes Customizable

Policies Demo Applying to a Document Library

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 Demo Sending a Document

Auditing

Auditing Management Viewable under the site collection Excel based view Can create custom reports

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: Microsoft Office System Preview: Inetium Blogs Resources

Thanks for coming!