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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

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FolksonomyManaged Taxonomy Open Hierarchies

Level of Control

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My Document

MKHYF5V6GAFS-1-1

JohnD JohnD

http://sitecollection1/_layouts/DocIdRedir.aspx?ID=MKHYF5V6GAFS-1-1

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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.

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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

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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

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