Goodyear Practical SharePoint 2013 Enterprise Content Management

1. Auflage 2014
ISBN: 978-1-4302-6170-4
Verlag: APRESS
Format: PDF
Kopierschutz: 1 - PDF Watermark

E-Book, Englisch, 301 Seiten, eBook

Practical SharePoint 2013 Enterprise Content Management is the first book to guide you through planning and designing each phase of your information life cycle with SharePoint 2013. Author and SharePoint expert Steve Goodyear walks you through how to analyze and plan enterprise content management (ECM) solutions for an effective and end-to-end information design based on your organization’s needs and business requirements. Inside, you will develop a full understanding of how SharePoint 2013 manages content including identifying and understanding your organization’s information within SharePoint, collaborating on transitory content, and capturing and controlling your records. You'll get practical advice and best practice instruction for each phase of the information life cycle to guide you on designing your ECM strategy and implementing your own ECM solution. You learn how to: Apply a content life cycle model to analyze and understand your organization's information Design your file plan with content routing rules for your SharePoint records repository Plan and configure your eDiscovery portal and manage discovery cases Design solutions to interface and integrate with external records management systems Identify your organization's information security requirements Design content types and implement an enterprise content type hub to organize your information Practical SharePoint 2013 Enterprise Content Management is for you if you are a SharePoint architect, administrator, consultant, or project manager, and you implement SharePoint solutions that relate to one or more aspects of the information life cycle involved with ECM.

Zielgruppe

Popular/general

Autoren/Hrsg.

Goodyear, Steve

Inhaltsverzeichnis

1;Contents at a Glance;3
2;Contents;291
3;About the Author;299
4;About the Technical Reviewer;300
5;Acknowledgments;301
6;Introduction;5
7;Part1: Planning and Analyzing Your Information Life Cycle;7
7.1;Chapter 1: Overview of Enterprise Content Management;8
7.1.1;Understanding the Value of Enterprise Content Management;8
7.1.2;What Is Enterprise Content Management?;9
7.1.3;Enterprise Content Management Concepts;12
7.1.3.1;Document Management Concepts;13
7.1.3.2;Security Management Concepts;14
7.1.3.3;Business Process Management Concepts;14
7.1.3.4;General Information Management Concepts;15
7.1.4;Transitory Content vs. Official Records;16
7.1.5;Understanding the Content Life Cycle Model;18
7.1.6;Comparing ECM Costs and Value;22
7.1.7;Approaching an ECM Program;23
7.1.8;Wrapping Up;26
7.2;Chapter 2: SharePoint 2013 Enterprise Content Management Features;27
7.2.1;Overview of SharePoint 2013;27
7.2.2;Relating SharePoint Capability Areas to Each Other;30
7.2.3;Understanding the SharePoint Site Architecture;33
7.2.4;SharePoint Site Types;35
7.2.5;SharePoint List and Library Types;40
7.2.6;SharePoint 2013 ECM-Specific Features;44
7.2.7;Overview of the SharePoint Infrastructure;47
7.2.8;Wrapping Up;50
7.3;Chapter 3: Analyzing Your Information Life Cycle;51
7.3.1;Applying the Content Life Cycle Model;51
7.3.2;Building an Inventory of Your Organization’s Content;55
7.3.3;Analyzing Your Content-Related Business Processes;58
7.3.4;Diagramming Your Business Processes Using Microsoft Visio;59
7.3.5;Identifying Your Information Security Needs;60
7.3.6;Documenting Your Content Life Cycle Requirements;63
7.3.7;Wrapping Up;66
7.4;Chapter 4: Designing Your Information Architecture;67
7.4.1;Understanding Information Architecture;67
7.4.2;Analyzing Your Information Architecture;69
7.4.2.1;Creating a Data Dictionary;70
7.4.2.2;Facilitating a Card Sort to Organize Information;71
7.4.3;Building Your Information Architecture;72
7.4.4;Implementing Your Enterprise Taxonomy Design;75
7.4.5;Designing Your Site Structure;77
7.4.6;Designing Your Navigation;80
7.4.7;Wrapping Up;82
8;Part2: Managing Your Transitory Content;83
8.1;Chapter 5: Configuring SharePoint for Your Collaboration Content;84
8.1.1;Understanding Collaboration;84
8.1.2;Liberating Collaboration;85
8.1.3;Designing a Site Creation Process;87
8.1.3.1;Configuring Self-Service Site Creation;87
8.1.4;Designing Your Content Containers;88
8.1.5;Identifying Your Document Management Needs;92
8.1.5.1;Configuring Document Columns;93
8.1.5.2;Enabling Document Versioning;94
8.1.5.3;Requiring a Check Out for Document Edits;94
8.1.5.4;Managing Document Alerts;95
8.1.5.5;Associating Document Workflows;96
8.1.5.6;Setting a Document Template and the Information Panel;97
8.1.5.7;Managing Document Information Management Policies;99
8.1.5.8;Reviewing Audit and Usage Reports for Site Content;100
8.1.6;Inside Story: Notes from the Field;102
8.1.7;Wrapping Up;102
8.2;Chapter 6: Classifying and Organizing Your Content;104
8.2.1;Organizing Content;104
8.2.2;Understanding Content Types;105
8.2.3;Analyzing and Designing Content Types;109
8.2.4;Implementing Content Types;110
8.2.5;Understanding and Configuring Document Sets;113
8.2.6;Configuring Your Enterprise Content Type Hub;116
8.2.7;Windows Workflow Foundation Overview;118
8.2.8;Creating Content Life Cycle Workflows;119
8.2.9;Optimizing Databases with Remote BLOB Storage;122
8.2.10;Wrapping Up;124
8.3;Chapter 7: Publishing Your Web Content;125
8.3.1;Overview of Web Content Management;125
8.3.2;Analyzing Your WCM Requirements;128
8.3.3;SharePoint 2013 WCM Features;130
8.3.4;Creating and Configuring a Publishing Portal;133
8.3.5;Configuring a Publishing Approval Workflow;137
8.3.6;Managing Content Deployment Settings;140
8.3.7;Configuring Cross-Site Collection Publishing;141
8.3.8;Wrapping Up;145
8.4;Chapter 8: Designing Your Electronic Form Processes;146
8.4.1;Types of Forms in Organizations;146
8.4.2;Paper Forms vs. Electronic Forms;147
8.4.3;Modeling Paper Form Processes;148
8.4.3.1;Analyzing and Designing Form Processes;151
8.4.4;Overview of InfoPath 2013;151
8.4.5;Building Electronic Forms in InfoPath;153
8.4.6;Overview of SharePoint Designer 2013;158
8.4.6.1;Workflow Actions in SharePoint Designer;161
8.4.6.1.1;Core Actions;162
8.4.6.1.2;Coordination Actions;163
8.4.6.1.3;List Actions;163
8.4.6.1.4;Task Actions;163
8.4.6.1.5;Utility Actions;164
8.4.7;Building Approval Workflows in SharePoint Designer;164
8.4.8;Inside Story: Notes from the Field;166
8.4.9;Wrapping Up;166
9;Part3: Designing Your Information Discovery;167
9.1;Chapter 9: Implementing Enterprise Search;168
9.1.1;The Importance of Search;168
9.1.1.1;Understanding Enterprise Search;170
9.1.2;SharePoint Search Architecture Overview;171
9.1.3;Analyzing Your Enterprise Search Requirements;172
9.1.4;Administering an Enterprise Search Service;174
9.1.5;Configuring Search Content Sources;176
9.1.5.1;Configuring Crawl Rules;178
9.1.5.2;Configuring Result Sources;179
9.1.5.3;Configuring Query Suggestions;180
9.1.6;Building an Enterprise Glossary;181
9.1.6.1;Configuring Query Rules;182
9.1.7;Wrapping Up;183
9.2;Chapter 10: Planning Social Computing;184
9.2.1;Understanding Social Computing;184
9.2.2;Overview of Social Computing Capabilities;186
9.2.3;Analyzing Your Social Computing Requirements;187
9.2.4;Deploying a People Search;188
9.2.5;Managing My Site Features;190
9.2.5.1;Managing Profile Properties and Synchronization;194
9.2.6;Promoting a Site;197
9.2.7;Configuring Audience Targeting;198
9.2.8;Creating a Personal Blog;200
9.2.9;Wrapping Up;201
9.3;Chapter 11: Managing eDiscovery and Discovery Cases;202
9.3.1;Overview of eDiscovery;202
9.3.2;SharePoint 2013 eDiscovery Features;204
9.3.3;Creating and Configuring an eDiscovery Portal;206
9.3.4;Creating and Managing Discovery Cases;211
9.3.4.1;Exporting and Packaging Content;215
9.3.5;Wrapping Up;217
9.4;Chapter 12: Securing Your Content;218
9.4.1;Overview of Security;218
9.4.2;Threat Modeling;220
9.4.3;Analyzing Your Information Security Requirements;221
9.4.4;Configuring SharePoint Groups and Permissions;222
9.4.5;Configuring Web Application User Policies;226
9.4.6;Understanding Rights Management Service (RMS);229
9.4.6.1;Configuring RMS in SharePoint;230
9.4.7;Inside Story: Notes from the Field;231
9.4.8;Wrapping Up;232
10;Part4: Designating and Managing Your Records;233
10.1;Chapter 13: Designing Your File Plan;234
10.1.1;Overview of File Plans;234
10.1.2;Creating a Content Classification Index;237
10.1.2.1;Sample Content Classification Index;240
10.1.3;Designing Your File Plan;243
10.1.3.1;Understanding Disk Storage Options;244
10.1.3.2;Identifying Different Archive Formats;245
10.1.4;Inside Story: Notes from the Field;246
10.1.5;Wrapping Up;246
10.2;Chapter 14: Implementing Your Records Repository;247
10.2.1;Overview of Records Repositories;247
10.2.2;Planning Your SharePoint Records Repository;250
10.2.3;Creating and Configuring Your Records Center;252
10.2.4;Configuring Record Routing;254
10.2.5;Configuring Send To Connections;256
10.2.6;Designing Workflows to Process Records;259
10.2.7;Auditing and Reporting on Your Records;261
10.2.8;Wrapping Up;262
10.3;Chapter 15: Managing Record Retention and Disposition;263
10.3.1;Identifying Your Record Retention Requirements;263
10.3.2;Planning the Life Cycle of Records;265
10.3.3;Modeling Record Disposition Workflows;267
10.3.4;Configuring Record Disposition Workflows;268
10.3.5;Configuring a Retention Policy;271
10.3.6;Wrapping Up;275
10.4;Chapter 16: Integrating with Other Records Repositories;276
10.4.1;Understanding Requirements for Integration;276
10.4.2;Planning a Document Imaging Solution;277
10.4.3;Interfacing with External Records Repositories;279
10.4.4;Extending SharePoint 2013 Records Management;279
10.4.5;Wrapping Up;281
11;Index;282

Über Autor(innen)

Steve Goodyear is an author and a SharePoint expert living in Vancouver, Canada, where he writes and works as a consultant and solution architect. Previously, he worked for Microsoft as an Enterprise Consultant engaging as a SharePoint specialist with Microsoft s largest enterprise and government customers around North America to design technology solutions for their most challenging business problems. Before joining Microsoft, Steve was also a Software Engineer and Technical Lead at Electronic Arts. Steve is a Microsoft Certified Trainer and he holds several Microsoft Certified Professional (MCP) certifications, including: SharePoint Administration and Development, SQL Server Administration and Development, and ASP.NET Development. He loves writing about technology to share ideas that inform, entertain, and inspire readers.