Welcome to PhillySharePoint Russ Basiura

PhillySharePoint User Group AGENDA PhillySharePoint Intro –Goals and Objectives –WebSite –Schedule –SIG Meetings –Sponsors Andrew Connell – SharePoint MVP – Structured Development with MOSS Round Table Q & A

PhillySharePoint User Group User Group Goal / Objectives Build 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

PhillySharePoint User Group Website for user group SharePoint resource documents SharePoint resource websites links RSS Feeds Meeting Schedule Past User Group Presentations Blogs Live Meetings Discussions

PhillySharePoint User Group Upcoming Schedule Next Meeting –January 30 th 5:30 PM –More to come…. –Microsoft Greater PA Office, Malvern, PA Ongoing Schedule – Last Wednesday of every month – 5:30 PM to 8:30 PM – Microsoft Greater PA Office, Malvern, PA

PhillySharePoint User Group SIGs Special Interest Groups – Go hands on!! – Developers : Customizing MOSS with CSS – Date & Time : August 5:30 PM – Location : RJB Technical Consulting – 600 West Germantown Pike, Ste 400 Plymouth Meeting, PA

PhillySharePoint User Group Introductions PhillySharePoint Sponsors Microsoft –Leader in software solutions AvePoint –Leader in SharePoint Disaster Recovery Solutions RJB Technical Consulting ( – Philly based SharePoint consulting – Microsoft Certified Partner – MS Information Worker Competency – Practice Area focused on SharePoint and Information Worker Technologies

PhillySharePoint User Group Structured Development with SharePoint Andrew Connell SharePoint MVP

PhillySharePoint User Group 10 Minute Break

PhillySharePoint User Group SharePoint 2007 Document Management Russ Basiura RJB Technical Consulting

PhillySharePoint User Group What is Document Management?? A Document Management System is a computer system (or set of computer programs) used to track and store electronic documents and/or images of paper documents.

PhillySharePoint User Group What included in a DMS? 1.Metadata 2.Integration 3.Capture 4.Indexing 5.Storage 6.Retrieval 7.Security 8.Workflow 9.Collaboration 10.Versioning

PhillySharePoint User Group Metadata Create Custom Metadata for documents Enforce Completion Complete from Office or SP / IE Content Types – Reusable Metadata Templates Rating = Very Strong

PhillySharePoint User Group Indexing Extendable and Configurable 3 rd Party Ifilters (PDF, CHM, ZIP, RAR, etc) Indexing of other data sources (RDBMs, File Shares, etc.) Rating = Very Strong

PhillySharePoint User Group Versioning Advanced Versioning Maintain multiple major and minor Rating = Strong

PhillySharePoint User Group Workflow Big improvements Approval Disposition and Feedback Templates in MOSS Designer and VS.net Branching logic Complex WF require significant development –Captaris –MetaStorm –K2.Net Rating = Strong

PhillySharePoint User Group Collaboration Great Integration with Office 2007 and I.E. Needs work with other platforms and browsers Rating = Strong

PhillySharePoint User Group Retrieval Major search and filtering improvements Multiple library filters Rating = Medium

PhillySharePoint User Group Integration Via Business Data Catalog and Web Services Archiving Policy to 3 rd Party Repository like Symantec Enterprise Vault Rating = Medium

PhillySharePoint User Group Storage SQL 2005 provides stability Move documents within a site Collection Migration to another Site Collection or farm still requires either stsadm backup or 3 rd party utility. Rating = Medium

PhillySharePoint User Group Security Item-level Security No Content Type or File Type Security Rating = Medium

PhillySharePoint User Group Capture SharePoint does not support document capture without additional software –Clearview –EMC Captiva –Knowledgelake –IBM Rating = N/A

Microsoft Office Sharepoint Server 2007 Rights Management Services Protected Intranet Portal

PhillySharePoint User Group What is Rights Management Services??

PhillySharePoint User Group MOSS and RMS New Office SharePoint Server 2007 capabilities Apply IRM protection consistently across document library –IRM policy automatically protects content Departmental control over information protection –Policies configured by workspace owner, not central IT Content is searchable in document library –Content is RMS protected upon viewing and downloading

PhillySharePoint User Group

PhillySharePoint User Group

PhillySharePoint User Group

PhillySharePoint User Group

PhillySharePoint User Group Questions

PhillySharePoint User Group Round Table Discussion

PhillySharePoint User Group Giveaways and Close