Hide Notes 

Slide 1: Welcome to the Minnesota SharePoint User Group
Slide 2: Agenda • Quick Intro • Announcements and News • Document Management • Content Types • Records Management • Q&A
Slide 3: User Group Goal / Objectives Develop and support 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
Slide 4: Introductions – MNSPUG Sponsors • Inetium (www.inetium.com) • Twin Cites based Microsoft consulting company • Microsoft Gold Certified Partner • Practice Area focused on Information Worker Technologies • New Horizons – Minnesota (www.newhorizonsmn.com) • Microsoft Gold Certified Partner • Training on many technologies • Microsoft (www.microsoft.com) • I’m guessing you’ve heard of them
Slide 5: www.sharepointmn.com • Website for user group • SharePoint resource documents • SharePoint resource websites links • RSS Feeds • Meeting Schedule • Past User Group Presentations • Watch for changes soon! V3…? www.sharepointmn.com
Slide 6: News and Announcements • Public preview release of 2007 Microsoft Office System • Server and client applications available for download (requires registration) • More info at: http://www.microsoft.com/office/preview/default.mspx • Tech Ed (now – June 16th) • Watch the web for updates!
Slide 7: Upcoming Schedule • Next Meeting • July 12th 9:00 AM to 11:00 AM • Microsoft’s Bloomington Office • Topics: Business Process (workflow) / Digital Forms • Ongoing Schedule • 2nd Wednesday of every month • 9:00 to 11:00 am • Microsoft’s Bloomington Office
Slide 8: SharePoint 2007 – Key Microsoft Investment Areas • Business Intelligence • Collaboration • Search • Business Forms / Processes • Portals • Content Management Business Forms Business Intelligence Collaboration Platform Services Workspaces, Mgmt, Security, Storage, Topology, Site Model Portal Content Management Search
Slide 9: Document and Records Management • Document Management • Document library features • Site Templates • Document Workflow • Integration with Office • Content types • Records Management -- Process of collecting, managing, and disposing of corporate records • Policies • Retention Schedules • Auditing • Records Repository site template
Slide 10: Document Management in SharePoint Server 2007
Slide 11: Document Library • Check-in, check-out • File Versioning • Major and Minor • Limit version retention • Require content approval • Draft Item Security • Require Checkout • Document approval/publishing
Slide 12: Document Library • Exchange integration to support Emailing a document library • Advanced Settings • Browser-enabled documents • Custom Send-To • Folders • RSS Settings • Indexed Columns • Views  create from existing
Slide 13: Client Interaction • Information Bar • Customizable in InfoPath • Connect to Outlook
Slide 14: Site and List Templates • Document Workspace - WSS • Document Center – MOSS • Translation Management Library - MOSS
Slide 15: Out of the Box Workflows • All Document Libraries • Approval • Collect Feedback • Collect Signatures • Disposition Approval • List-specific •Translation Management • Issue Tracking
Slide 16: Content Types in SharePoint Server 2007
Slide 17: What We’ll Cover • • • • • • • General Definition / Example Benefits Management Settings Columns / Metadata Usage Demo
Slide 18: Definition • Enables centralized management and organization of reusable metadata and behavior • Applies to all list items / documents • Defines: – – – – General Settings Metadata / columns Workflow Policy
Slide 19: Examples (out-of-the-box) • • • • • • Issue Task Announcement Base Document Dublin Core …
Slide 20: An Analogy… • Can = Base Content Type – Defines Required Metadata • Ingredients, Name, Description, Mfg – Defines Auditing (Where has it been?) • Can of Fruit – Inherits Can Content Type – Defines Fruit Expiration Policy – Defines a Template (Label Wrapper) • Can of Soup – Inherits Can Content Type – Defines Soup Expiration Policy – Introduces Workflow (How to make it) – Defines a Template (Label Wrapper)
Slide 21: Benefits • • • • Centrally Managed Enforcement Content Type Inheritance Aggregation
Slide 22: Management • Top-level site gallery • Child sites inherit parent gallery • Organized in groups • Add / Edit / Delete
Slide 23: Settings • Derive from Item or Document • Name / Description / Group • Template • Document Information Panel • Workflow
Slide 24: Settings • Policy – – – – – Labels Auditing Expiration Conversions Barcodes • Document Conversions
Slide 25: Columns • Site Columns • New Column Types
Slide 26: Usage • Document Libraries / Lists – Enable Multiple Content Types • Content By Query Web Part • Search
Slide 27: Content Type Demo
Slide 28: Records Management • • • • • Send to Menu Policies Records Repository Auditing Managed Email Folders
Slide 29: Send To Menu
Slide 30: Send To Menu • Quick destination actions on items • Default Options – – – – – Email a Link Create Document Workspace Download a Copy Other Location Document Library specific location • Customizable • Used for Record Repository
Slide 31: Send To Menu – Copying Around
Slide 32: Policies
Slide 33: Policies • Rules applied to items (Lists and Documents) • Default Types – – – – – Labels Auditing Expiration Form Conversion for Archiving Barcodes • Customizable
Slide 34: Policies Demo Applying to a Document Library
Slide 35: Record Repository
Slide 36: Record Repository • Centralized store for items that should be retained • Out of the box site template for Records Repository • Store and Add Metadata • Set up Auditing and Retention Policies • Allows ‘Holds’ to be placed
Slide 37: Repository Management • • • • • One Repository Per Site Collection Repository Link set in Central Admin Routing table in Repository Site Manage Policies on Content ‘Hold’ expiring items
Slide 38: Repository Creation
Slide 39: Repository Routing • Put documents in the appropriate location • Can have many Document Libraries • Default route for documents with unmatched criteria • Assign additional Metadata
Slide 40: Repository Demo Sending a Document
Slide 41: Auditing
Slide 42: Auditing Management • Viewable under the site collection • Excel based view • Can create custom reports
Slide 45: Managed Mail Folders
Slide 46: Managed Mail Folders • Hooks into Exchange 2007 and Outlook 2007 • Folders deployed to Users – Each folder has a policy – Ties back to Record Repository
Slide 49: Resources • Workflows: http://blogs.msdn.com/sharepoint/archive/2006/06/07/621210.aspx • 2007 Microsoft Office System Preview: http://www.microsoft.com/office/preview • Inetium Blogs http://blogs.inetium.com
Slide 50: Thanks for coming!