From File Shares to Document Libraries

September 4, 2013

Introduction

There is more!

End-users &

File Shares

Story from the field

Talking points

Documents&

SharePoint

Questions

Who is Jasper Oosterveld?

Work and the SharePoint Community

File shares? OK!

Database Large video files BLOB

End-users and file shares

Familiar interface “Easy” to use

File shares & documents? No!

Versioning Custom metadata Offline access

Custom permissions

Restore deleted documents

Folder structure and new users

SharePoint to the rescue!

FoldersCustom metadata

&Views

Managed metadata Document Sets

Folders in SharePoint? Maybe…

Archive Explorer view

Migration Set default metadata

Folders? No No!

Unfriendly navigation

Duplication of documents

Undermines Search results

Time consuming to switch

But!

Pro

Demo

Custom metadata & views

Flexibility Improve Search results

Filter content Group by

Managed properties as refiners

Demo

Managed metadata

Taxonomy

Managed metadata

Managed metadata is awesome!

Taxonomy Folksonomy

Consistent use of metadata Term suggestions

Disadvantages

Confusing permission structure

No datasheet view support

SP2010Export to Excel

Demo

Document Sets

Looks like a folder! Welcome page

Custom metadata &

viewWorkflow

Minor issues

No check in/out Issues with RMWelcome page

per content type

Demo

Office Web Apps

Other advantages with document libraries

Workflow

Story from the field

Collaboration

Central location Take control in own hands

Document Management

Document Management

Versioning Metadata Templates

Training for the site owners

Doesn’t work!

Time Metadata versus folders

New approach!

Keep it simple

Document sets &

Managed Metadata

Questions & contact

@SharePTJasper

http://www.jasperoosterveld.com

http://nl.linkedin.com/in/jasperoosterveld

http://www.slideshare.net/sharepointjasper