Enterprise Information Management WITH SHAREPOINT SERVER 2013

WHY EIM? Structured Unstructured Semi-Structured 60% CAGR

AGENDA Big Ideas (EIM, ECM, IG) Organization IAMetaData Content Types Site Structure WCMNavigation Content Organizer IRMIM PoliciesAudiences

EIM the focus of EIM is the ability of organizations to capture, manage, preserve, store and deliver the right information to the right people at the right time. CaptureManagePreserveDeliver

ECM Enterprise Content Management (ECM) is the strategies, methods and tools used to capture, manage, store, preserve, and deliver content and documents related to organizational processes ECM WCM Document Management DAMSearchIGMDM

IG Information Governance: It’s about Accountability Everyone recognizes the need for IG, but no one wants to be ultimately responsible for it. FORBES.com

Organization TOOLS AND TECHNIQUES

IA describes the structure of a system, the way information is grouped, the navigation methods and terminology used within the system

IA: Information Architecture Organization Systems FarmsManaged PathsSite CollectionsSitesSite Templates Navigation Top NavigationQuick LaunchBreadcrumb Local Navigation Search Core Content Document Libraries ListsExternal DataSearch Index MetaData Fields/Columns Library Templates Content TypesTerm Store Create IA Upfront; Implement Iteratively RISKS Decreased Usability and Findability Performance and reliability Issues Lack of User Adoption Costly Future enhancements

Sites Structure and Templates

Metadata Managed MetaData Service Application It enables the use of managed metadata. A hierarchical collection of centrally managed terms that you can define, and then use as attributes for items It allows you to share content types across site collections and Web applications. Term Store: Terms divided into two types Managed Terms Enterprise Keywords a single, non-hierarchical term set that is named the keyword set Data about Data ˈ met ə ˌ dat ə, - ˌ d ā t ə METADATA

Content Types Content Type Hub Inheritance ORGFinance Expense Report Human CapitalLeave RequestIT Service Doc Account Request System Design Document

IM Policies Retention define retention stages, with an action that happens at the end of each stage. Auditing feature logs events and operations that are performed on documents and list items. Labeling specifies a label to associate with a type of document or list item. Labels are searchable text areas that SharePoint generates based on properties and formatting that you specify Barcode enables you to track physical copies of a document by creating a unique identifier value for a document and inserting a bar code image of that value in the document.

WCM Cross Site Publishing Managed Navigation Local term set is used to hold the navigation settings Category Pages Content Search Web Part Refiners and Faceted Navigation Web Content Management

Content Organizer

IRM Information Rights Management

Audiences

Questions ENTERPRISE INFORMATION MANAGEMENT (EIM)

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