How ECM Has Improved in SharePoint 2013 and What’s Still Missing
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Enterprise content management is constantly evolving and SharePoint 2013 has a few new tricks up its sleeve to satisfy the appetites of end users and IT professionals alike. In this session you’ll see these new features in action and how you can take advantage of them in your own environment. I’ll showcase the new drag and drop capabilities, Exchange site mailboxes, the new eDiscovery Center and a few other cool things. Finally, I’ll take a step back and review some of the missing ECM features that still haven’t made it into SharePoint, and how you might be able to work around these shortcomings.
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How ECM Has Improved in SharePoint 2013 and What’s Still Missing
- 1. How ECM Has Improved in SharePoint 2013 and What’s Still Missing Mike Ferrara
- 2. www.sharepointsummit.org About Mike • 13+ years of experience with content management and system integration • Drinking the SharePoint Kool-Aid since 2006 • Specializes in legal document and content management • Located in Miami, FL • #SharePint enthusiast • @mikecferrara 2
- 3. www.sharepointsummit.org Agenda 3 SharePoint 2013 ECM Strategy New ECM Features in SharePoint 2013 What’s Still Missing? Demo Q&A
- 5. www.sharepointsummit.org Share More, Do More • 2010 – ECM for the Masses • UX for Browser, PC and Phone • Combine classic ECM with social & collab. • Search based applications • 2013 – Convergence & Usability • Usability now focused on the individual, team and organization • Cloud plays a key role 5
- 6. www.sharepointsummit.org Borrowed Stolen Microsoft Marketing Material 6
- 7. www.sharepointsummit.org New ECM Features in 2013 • Bulk Metadata Update • Content Drag & Drop • Exchange Site Mailboxes • Improved Video Handling • Search Enhancements • CMIS Update • New E-Discovery Framework 7
- 8. www.sharepointsummit.org Bulk Metadata Update 8 Bulk edit MMS fields inline! Advanced bulk edit options
- 10. www.sharepointsummit.org Improved Video Handling • New Video content type • Video player page • HTML5 media player – works on most mobile browsers • Tagging, ratings, likes and views 10
- 11. www.sharepointsummit.org Improved Video Handling (cont.) • Add thumbnail from video itself or upload your own • Support for renditions • Embed video with advanced options 11
- 13. www.sharepointsummit.org Search Enhancements cont. 13 Interactive refiners Search Scopes
- 14. www.sharepointsummit.org Search Enhancements cont. 14 Inline document preview
- 15. www.sharepointsummit.org CMIS Update • CMIS 1.0 now a feature that is natively available in SharePoint 2013 • Much easier to deploy – just activate it! 15 Real world example Interact with SharePoint content from Adobe Bridge No Code Solution
- 17. www.sharepointsummit.org eDiscovery 101 • eDiscovery = electronic discovery = mass confusion • Defined: Discovery is the term used for the initial phase of litigation where the parties in a dispute are required to provide each other relevant information and records, along with all other evidence related to the case. • 2006 – New US federal rules codifying the requirement to provide electronic information and records or ESI. • Increasing attention from Canadian firms as courts impose sanctions for non-compliance • Due to these changes – highly developed vendor landscape offering many different solutions • Many grey areas, but courts serious about eDiscovery plans • Why should you care? 17
- 18. Because lawyers and lawsuits are scary! 18
- 19. You could lose your job! 19 eDiscovery??
- 22. All the above available in Office 365! (Enterprise E3)
- 24. www.sharepointsummit.org What’s Still Missing? • Document ID limitations • Can only configure a prefix OOTB • IDs are technically only unique within the same site collection • Unfriendly format • Workaround: Custom SQL database + farm solution • No explicit deny on a granular level • Deny is mainly only available at the web app/SC level • Requires too many steps by the user • Workaround: Custom API development or 3rd party DMS solution • E-Mail Management limitations • Simplistic save method – cannot pick content type/metadata • Profiled e-mails don’t automatically capture e-mail metadata (To, From, etc.) • No “Send and save” feature • Workaround: 3rd party E-mail Management App – there are several out there with varying feature sets 24
- 25. Denying access is this complicated??
- 26. www.sharepointsummit.org What’s Still Missing (cont.) • Limitations to new eDiscovery features • Requires SharePoint/Exchange/Lync 2013 for legal holds • Legal holds only preserve the current version at the time of preservation • Missing key advanced TAR functions – predictive coding, predictive analytics, clustering, etc. • Workaround: Use 3rd party eDiscovery product or wait for vendors to extend OOTB SP 2013 eDiscovery features • Limitations to CMIS • Not yet available in Office365 26
- 28. Please rate this session! Fill out the survey and get a chance to win a Surface
- 29. Thank you for your attention! This presentation will be available on the Toronto SharePoint Summit web site a few days after the event.