Learn about document management capabilities in SharePoint 2010

1. SharePoint:
Document Management
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2. Objectives
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3. Objectives
• Learn about document management
capabilities in SharePoint 2010
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4. Objectives
• Learn about document management
capabilities in SharePoint 2010
• Use Document IDs to identify and track
documents
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5. Objectives
• Learn about document management
capabilities in SharePoint 2010
• Use Document IDs to identify and track
documents
• Discover how Document Sets are used to
group related documents
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6. Objectives
• Learn about document management
capabilities in SharePoint 2010
• Use Document IDs to identify and track
documents
• Discover how Document Sets are used to
group related documents
• Implement rules based document submission
via the SharePoint Content Organizer feature
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7. Objectives
• Learn about document management
capabilities in SharePoint 2010
• Use Document IDs to identify and track
documents
• Discover how Document Sets are used to
group related documents
• Implement rules based document submission
via the SharePoint Content Organizer feature
• Use the Document Center site template and
Content Query web part to manage large
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8. Agenda
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9. Agenda
• Managing Documents
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10. Agenda
• Managing Documents
• Rules Based Submission
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11. Agenda
• Managing Documents
• Rules Based Submission
• Document Center
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12. Managing Documents
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13. Managing Documents
• Version Control
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14. Managing Documents
• Version Control
• Approval
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15. Managing Documents
• Version Control
• Approval
• Workflows
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16. Managing Documents
• Version Control
• Approval
• Workflows
• Publishing infrastructure
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17. Document IDs
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18. Document IDs
• Assign unique, immutable ID to
documents
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19. Document IDs
• Assign unique, immutable ID to
documents
• Document ID Service feature
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20. Document IDs
• Assign unique, immutable ID to
documents
• Document ID Service feature
• Document ID prefix customizable
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21. Document IDs
• Assign unique, immutable ID to
documents
• Document ID Service feature
• Document ID prefix customizable
• Associated with Document content
type
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22. Document Sets
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23. Document Sets
• Mechanism for grouping related
documents
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24. Document Sets
• Mechanism for grouping related
documents
• Alternative to folders
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25. Document Sets
• Mechanism for grouping related
documents
• Alternative to folders
• Single item in document library
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26. Document Sets
• Mechanism for grouping related
documents
• Alternative to folders
• Single item in document library
• Document Set content type
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27. Document Sets
• Mechanism for grouping related
documents
• Alternative to folders
• Single item in document library
• Document Set content type
• Document Set site collection feature
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28. Document Sets
• Mechanism for grouping related
documents
• Alternative to folders
• Single item in document library
• Document Set content type
• Document Set site collection feature
• Versioning
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29. Document Sets
• Mechanism for grouping related
documents
• Alternative to folders
• Single item in document library
• Document Set content type
• Document Set site collection feature
• Versioning
• Metadata
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30. Document Sets
• Mechanism for grouping related
documents
• Alternative to folders
• Single item in document library
• Document Set content type
• Document Set site collection feature
• Versioning
• Metadata
• Workflows
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31. Agenda
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32. Agenda
• Managing Documents
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33. Agenda
• Managing Documents
• Rules Based Submission
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34. Agenda
• Managing Documents
• Rules Based Submission
• Document Center
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35. Rules Based Submission
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36. Rules Based Submission
• Orderly document storage
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37. Rules Based Submission
• Orderly document storage
• Library organization
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38. Rules Based Submission
• Orderly document storage
• Library organization
• User-based decisions
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39. Rules Based Submission
• Orderly document storage
• Library organization
• User-based decisions
• Scalability
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40. Organizing Content
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41. Organizing Content
• Content Organizer site feature
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42. Organizing Content
• Content Organizer site feature
• Content Organizer Settings
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43. Organizing Content
• Content Organizer site feature
• Content Organizer Settings
• Content Organizer Rules
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44. Organizing Content
• Content Organizer site feature
• Content Organizer Settings
• Content Organizer Rules
• Folder Partitioning
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45. Organizing Content
• Content Organizer site feature
• Content Organizer Settings
• Content Organizer Rules
• Folder Partitioning
• Associated with Document content
type
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46. Defining Rules
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47. Defining Rules
• One or more conditions
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48. Defining Rules
• One or more conditions
• Column data, metadata
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49. Defining Rules
• One or more conditions
• Column data, metadata
• Destination library
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50. Defining Rules
• One or more conditions
• Column data, metadata
• Destination library
• Priority
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51. Drop Off Library
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52. Drop Off Library
• Central location for document
submission
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53. Drop Off Library
• Central location for document
submission
• Rules applied to documents
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54. Drop Off Library
• Central location for document
submission
• Rules applied to documents
• Force users to use Drop Off Library
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55. Drop Off Library
• Central location for document
submission
• Rules applied to documents
• Force users to use Drop Off Library
• Failure to match a rule
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56. Drop Off Library
• Central location for document
submission
• Rules applied to documents
• Force users to use Drop Off Library
• Failure to match a rule
• User is notified
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57. Drop Off Library
• Central location for document
submission
• Rules applied to documents
• Force users to use Drop Off Library
• Failure to match a rule
• User is notified
• Site Owner is notified
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58. Agenda
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59. Agenda
• Managing Documents
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60. Agenda
• Managing Documents
• Rules Based Submission
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61. Agenda
• Managing Documents
• Rules Based Submission
• Document Center
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62. Document Center
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63. Document Center
• Aggregates document management
features into a single template
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64. Document Center
• Aggregates document management
features into a single template
• Major and minor versioning
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65. Document Center
• Aggregates document management
features into a single template
• Major and minor versioning
• Metadata-based navigation
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66. Document Center
• Aggregates document management
features into a single template
• Major and minor versioning
• Metadata-based navigation
• Document IDs
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67. Document Center
• Aggregates document management
features into a single template
• Major and minor versioning
• Metadata-based navigation
• Document IDs
• Document ratings
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68. Document Center
• Aggregates document management
features into a single template
• Major and minor versioning
• Metadata-based navigation
• Document IDs
• Document ratings
• Large-scale sites
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69. Content Query Web Part
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70. Content Query Web Part
• Included in Document Center welcome
page
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71. Content Query Web Part
• Included in Document Center welcome
page
• Pre-configured query for users
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72. Content Query Web Part
• Included in Document Center welcome
page
• Pre-configured query for users
• Highlights important, relevant
documents
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73. Learn More!
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74. Learn More!
• This is an excerpt from a larger course. Visit
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75. Learn More!
• This is an excerpt from a larger course. Visit
www.learnnowonline.com for the full details!
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76. Learn More!
• This is an excerpt from a larger course. Visit
www.learnnowonline.com for the full details!
• Learn more about SharePoint on SlideShare:
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77. Learn More!
• This is an excerpt from a larger course. Visit
www.learnnowonline.com for the full details!
• Learn more about SharePoint on SlideShare:
 SharePoint: Managing Site Collections and Sites
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78. Learn More!
• This is an excerpt from a larger course. Visit
www.learnnowonline.com for the full details!
• Learn more about SharePoint on SlideShare:
 SharePoint: Managing Site Collections and Sites
 SharePoint: Introduction to InfoPath
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