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Everything you need to know about Document Sets Ágnes Molnár SharePoint Server MVP, Senior Solutions Consultant
About the Speaker... Ágnes Molnár SharePoint Server MVP Senior Solutions Consultant, BA Insight http://www.BAInsight.com http://aghy.hu E-mail: Agnes.Molnar@BAInsight.com Twitter: @molnaragnes
Document Management in SharePoint 2010 Document Libraries & Folders Content Types Document Sets Metadata Management Document ID Workflows Content Organizer Rules Office 2010 Integration Office Web Apps SharePoint Workspace 2010
Document Sets Similar to File Folders Similar to Paper Folders But Very Different...
File Folders vs. Document Sets Document_1 Document_F1_1 Document_2 Document_F1_2 Folder_1 Document Library Folder_F1_1 Folder_F1_1_1 Document_F1_1_1_1 Folder_2 DocumentSet_F1_1 Document_DS_F1_1_1 Folder_3 Document_DS1_1 DocumentSet_1 Document_DS1_2
File Folders vs. Document Sets Prefer Folders: If you need a hierarchy inside If you don’t need the extra capabilities of Document Sets If you need target documents here by Content Organizer Rules Prefer Document Sets: If you don’t need hierarchy inside If you do need the extra capabilities For example: Contracts Proposals Project documents Usability studies Knowledge Management repositories
Paper Folders vs. Document Sets Shared Properties Workflows Customized „Welcome Page” Default Content Document Set Content Types
Organizing your Content Shared / Unshared Properties Views Workflows Content Organizer Rules(!)
Thank you! E-mail:aghy@aghy.hu Twitter:@molnaragnes Blog:http://aghy.hu

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Everything You Need to Know about Document Sets

  • 1. Everything you need to know about Document Sets Ágnes Molnár SharePoint Server MVP, Senior Solutions Consultant
  • 2. About the Speaker... Ágnes Molnár SharePoint Server MVP Senior Solutions Consultant, BA Insight http://www.BAInsight.com http://aghy.hu E-mail: Agnes.Molnar@BAInsight.com Twitter: @molnaragnes
  • 3. Document Management in SharePoint 2010 Document Libraries & Folders Content Types Document Sets Metadata Management Document ID Workflows Content Organizer Rules Office 2010 Integration Office Web Apps SharePoint Workspace 2010
  • 4. Document Sets Similar to File Folders Similar to Paper Folders But Very Different...
  • 5. File Folders vs. Document Sets Document_1 Document_F1_1 Document_2 Document_F1_2 Folder_1 Document Library Folder_F1_1 Folder_F1_1_1 Document_F1_1_1_1 Folder_2 DocumentSet_F1_1 Document_DS_F1_1_1 Folder_3 Document_DS1_1 DocumentSet_1 Document_DS1_2
  • 6. File Folders vs. Document Sets Prefer Folders: If you need a hierarchy inside If you don’t need the extra capabilities of Document Sets If you need target documents here by Content Organizer Rules Prefer Document Sets: If you don’t need hierarchy inside If you do need the extra capabilities For example: Contracts Proposals Project documents Usability studies Knowledge Management repositories
  • 7. Paper Folders vs. Document Sets Shared Properties Workflows Customized „Welcome Page” Default Content Document Set Content Types
  • 8. Organizing your Content Shared / Unshared Properties Views Workflows Content Organizer Rules(!)
  • 9. Thank you! E-mail:aghy@aghy.hu Twitter:@molnaragnes Blog:http://aghy.hu

Hinweis der Redaktion

  1. The SharePoint Server has gained a lot of popularity with the release of Microsoft Office SharePoint Server 2007. With the inclusion of document management and enterprise search capabilities, as well as Records Center and Excel Services modules, more and more companies are turning toward SharePoint in search of solutions to their business problems. With this growth comes big opening for business opportunities, but those who don’t have the right training approach stand to lose out on a customer’s or internal business units satisfaction.Some of the SharePoint environment roles are often defined as IT related, and information workers are often overlooked.Lack of training is the number one