Implementing SharePoint 2013 ECM Solutions

Implementing SharePoint 2013 ECM Solutions

Robert Bogue(317) 572-5310

[email protected]

…the PowerPoint template

SharePoint Saturday Atlanta

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Agenda

• SharePoint as an ECM System in 2010

• ECM Perspectives• 2013 Ease of Use

Features• 2013 Records

Management Features• Navigation and Search• Is SharePoint 2013 the

right ECM platform?

SharePoint as an ECM System

SharePoint 2010 ECM Features

• Versioning– Major/Minor Versions– Check Out/In– Approval– Version Trimming

• Client– Multiple File Upload– WebDAV– SharePoint Workspace– Outlook– Access

• Forms– Property Promotion– Client-based– Browser-based

• Workflow• Reporting

• Data– Site Columns– Terms Sets– Content Types– Enterprise Content Types– Location Default Values– Business Connectivity Services– Field Validation– Row Validation

• Records– Content Organizer– Records Center– In-Place Holds– Document IDs

• Security– Granular Security– Audit Trail

ECM Aspect Importance

One Man Band Small Business Medium Business Enterprise Global Enterprise

Ease of Use

Scalability

Records Management

Search

Social

Integration (Client)

Integration (Server)

Ease of Use

Drag and Drop Upload

• HTML 5 Based• Still limited for

maximum number of files

• Cross-browser Support

Bulk Metadata (Quick) Edit

• Replaces Access ActiveX Control with HTML 5 based editing

• Improve bulk metadata entry performance

SkyDrive Pro

• “Drop Box”-like functionality for file sharing

• Built on top of SharePoint Workspace

• Synchronization of files but not of metadata

Records Management

eDiscovery

• Unified place to manage discovery for– SharePoint– Exchange– Lync

• In-Place holds can be edited

Electronic Discovery Reference Model

• Standard eDiscovery Export

• Provides a mechanism for communicating discovered items to council

Navigation and Search

Managed (Metadata) Navigation

• Based on Managed Metadata

• Allows for Polyhierarchy

• Can be pointed to static pages or to category pages

Search Results Display

• Individual Templates define search result block

• HTML template – not XSLT

Search Query Rules

• Transform the query

• Change results ranking

• Add promoted result (best bet)

Is SharePoint the Right Platform?

Flexible Access

Metadata Entry

Questions and Answers

Robert L. Bogue

[email protected]