Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. Office Server Specific Web content management –Page structure, layouts, and controls –Publishing process Personal site and user profiles Searching as end user Business Data Catalog data in lists, web parts, and search center Key Performance Indicators (KPI) Information management policy –Labeling, auditing, archiving, expiration, barcodes Records management

Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. Web Content Management Web Content Management provides workflow, versioning, and publishing processes around pages. Each page is one of three default publishing content types: Page, Article Page, and Welcome Page or any content types that extend the defaults. Publishing content type contains columns that define information that can appear on a page through the use of field controls and a pointer to page layout that will be used to draw the page.

Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. Page with Field Controls

Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. Field Controls Field controls have code to display render time and edit time modes, and typically retrieve the information to display from page properties. Developers can extend and create default controls (controltemplates/SharePoint_Publishing_defaultformte mplates.ascx).

Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. Page Layouts and Master Pages Page Layout is a content page that uses a specific master Page layouts can only be stored at root site master page and layouts gallery.

Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. Demo: Web Content Management 1.Examine DefaultLayout.aspx in the master page gallery in a root site within a site collection. 2.Examine default.aspx in “Pages” document library of root site. 3. Walk though an editing and publishing process for default.aspx page and a newly created page

Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. Personal Site/User Profile Purpose Personal site – a site collection dedicated for lists and documents of a particular user User Profile shows other users –person’s expertise –contact, organizational, and social networking information One can find a user profile either by searching for it or by clicking on the link next to a document or an item that a person posted.

Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. Demo: Personal Site 1.Managing content in personal site 2.Editing user profile information

Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. Search syntax in SharePoint is the same as on desktop search or Microsoft Live search + and - characters allow users to filter out search results example: –keyword – excludes the keyword +keyword – keyword must be included Search Syntax

Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. Property names and other special characters can be used as well Search Syntax example: keyword site: – only returns results from chemistry101 site keyword -author:”Dave Green” – does not include results where Dave Green is the author

Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. Demo: Search 1.Searching as end user 2.Using special characters and advanced search

Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. Demo: Business Catalog Data 1.Adding business catalog data to lists 2.Using business catalog data web parts 3.Searching business catalog data using search center

Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. Demo: KPI for Class Performance 1.Create a KPI (Key Performance Indicator) list 2.Create a simple KPI 3.Create a SharePoint list KPI called “Class Performance” that calculates its values based on a percentage of assignments that have certain grade ranges 4.Use a web part to display the KPI

Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. Information Management Policy SharePoint supports the following information management tools: –Document retention and expiration schedules –Auditing of document events – opening, viewing, check out, etc –Labeling and barcodes without physically modifying a document –Document conversion

Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. Policy Scopes Administrators can create a policy for the site collection and then connect a policy to a specific content type or a list (which copies the policy) Administrators can also create a policy at the content type or list level and later export it other places.

Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. Demo: Information Policy Management 1.Create a site collection information management policy called “SOP” 2.Make the policy available within a specific document library 3.Attach the policy to a specific content type 4.Examine how to run audit reports

Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. Records Management Records Management is process of collecting, managing, and disposing of corporate records in a consistent and uniform manner based on the company’s policies (labeling, expiration, auditing)

Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. Records Repository Submit Document Records Collection Interface enables people and automated systems to easily submit content to a records repository—supporting “write only” access without requiring direct access to the records in the repository

Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. Records Repository Routing List Record routing enables automated routing of content to its proper location within the records management system, based on its content type

Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. Records Management Hold Capabilites Hold capabilities enable users to apply one or more holds that suspend the policies on items to ensure that they remain unchanged during litigation, audits, or other investigations

Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. Demo: Records Repository 1.Create a site using “Records repository” template 2.Create a document library called “SOPs” 3.Add “SOP” entry to records routing list 4.Setup “Send To Location” in Central Administration 5.Go through the process of submitting a document to Records repository