Post on 22-Nov-2014
description
transcript
INSERT PHOTO HERE
Speaker: Rita ArrigoEmail: Rita.Arrigo@pitcher.com.auMobile: 0488 486633www.linkedin.com/in/rarrigo
Date: Wednesday August 24th
SharePoint 2010 Content Management Features
Content Management Features
Metadata− Managed− Unmanaged
Unique document Ids Document Sets Advanced routing Shared Content Types Managed data services Multi-stage disposition Rich media management Word Automation Services Document Management Records Management Web Content Management
•−−−
−−−
•−
•−
FolksonomyManaged Taxonomy Open Hierarchies
Level of Control
Glo
bal
Loca
l
Scop
e
•••
My Document
MKHYF5V6GAFS-1-1
JohnD JohnD
http://sitecollection1/_layouts/DocIdRedir.aspx?ID=MKHYF5V6GAFS-1-1
•
•
•
•
•••••
•
•
•
•
•
•
•
In-Place Records Management Archival Records ManagementLess expensive to deploy. You do not have a separate site or farm for records. Therefore, you do not have to try to keep sites in sync. Now you manage the collaboration space once.
Allows more advanced storage management. Records can be stored on a different storage medium.
Easier on the user of the records. Your records never lose context or go missing.
Easier on the records manager. Your records are all in one place, and are not scattered across locations in your organization.
Easy search of records and files that are not records.
Flexible collaboration structure. If you use in-place records, you must actively manage the collaboration space.
Potentially easier eDiscovery: you have only one repository to search.
Stronger resemblance to records management approaches used with paper records. Overall, it is easier to model a typical hierarchical file plan in a records center.The Record Center Content Organizer enables you to apply policy that is based upon metadata.
•••••
Position Types of documents Role
Financial analystTechnical writer
Equity research noteFinancial modelWeb page
Author
Financial analystManager
Equity research noteFinancial model
Reviewer
Technical editor Equity research noteWeb page
Editor
Customer Equity research noteFinancial modelWeb page
Reader
Server administrator All IT specialist
Database manager All Database specialist
Compliance officer All Legal specialist
Records manager All Records manager
Site manager All Content publisher
Site administrator All Content auditorType Purpose Author User Format Other Roles Locations
Equity research note
Gives premium customers of a financial service guidance on whether to buy or sell one or more stocks
Financial analyst
Customer DOCX (for authoring); PDF (for publishing)
Reviewer (technical); reviewer (legal); approver; copy editor; records manager; site administrator
Authoring site
Testing site
Internet
Records repository
Library Purpose
Library in a team site Collaboration; easy sharing of content among peers; content control, such as versioning; SharePoint Server searching.
Library in a portal area Content that is intended for a wider audience in the organization; similar to a library in a team site, but typically implemented with a more-stringent review and approval process.
Library in a Document Center site
A large-scale library useful as an enterprise knowledge base or historical archive; includes features to help users navigate, search, and manage a large number of documents in a deep hierarchy by using a set of specialized Web Parts.
Documents Purpose Author Users Format
Engagement ideas and requests
Develop new customer engagements
Project leader Sales manager; project leader
.doc
Proposals Describe a proposed customer engagement
Project leader Project managers; project team members; customers
.doc
Contracts Commit to a consulting engagement
Lawyer Project leader; project manager; sales manager; customers
.doc
•−−
−−−−−
•−−−−−−
•
•
•
•
•••
••••
Kind of record Record category DescriptionBenefit plans, insurance plans, pension plans
Employee Benefit Descriptions
Descriptions of all employee benefit plans.
Payroll timesheets, supplementary payroll information
Payroll Records Summaries of hours worked, overtime, and salary paid.
Vendor invoices Invoices Records of goods or services purchased from vendors.
Product surveys, questionnaires, training manuals, training videos
Training Materials Provides internal or external training.
...Records Description Media
Record category Retention Disposition Contact
401k plans Description of employee benefit plan.
Web pages Employee Benefit Plans
X years None Kathi Flood
Insurance plans
Description of employee insurance plan.
Print Employee Benefit Plans
X years None Reshma Patel
Pension plans
Description of employee pension plan.
Print Employee Benefit Plans
X years None Reshma Patel
...
•••
•