Enterprise Content Management With Microsoft SharePoint by Riley, Christopher D. -- Read -- Imperial Library of Trantor

Index

Enterprise Content Management with Microsoft SharePoint Introduction

Who this book is for Assumptions about you Organization of this book Acknowledgments

Shad

Shad Chris

Support & feedback

Errata We want to hear from you Stay in touch

1. ECM Defined

What is Enterprise Content Management? The ECM stack Capture

File upload Microsoft Office documents Native SharePoint documents Electronic form capture Document scanning Content streams

Store

Information Architecture Versioning Transformation

Manage

Records management Security and access Policy Change control

Deliver

Search Editing and viewing Publishing

Process

Workflow Business Process Management (BPM) Business Intelligence and BigData eDiscovery

Preserve

Reformat Compression

Why use ECM?

Proactive driver Reactive driver

How can you use information to make better decisions? Return on investment Who does ECM target? Building expectations Next steps

2. ECM Stack: Content In

Building a solid foundation Capture

File upload Microsoft Office Native SharePoint documents Electronic forms Document scanning

Distributed scanning Production scanning

Store

Physical storage Logical storage/Information Architecture Web applications and site collections Libraries Metadata Document ID Taxonomy and folksonomy

Process

Content routing Disposition workflow Three-state workflow Conditional formatting Workflow

Next steps

3. ECM Stack: Content Control

Management of content

Change opposition or support Who manages content? Security Repository

The ideal scenario Team site Site administration and recycling

Document Document management

Delivery of content

Consistency Browsing and navigation Site contents Search Viewing

Preservation Next steps

4. Cases in Point

Deployment assumptions Managed metadata—taxonomy

Creating a taxonomy

Content types

Creating each content type

Shared Information Architecture Small scale Large scale Next steps

5. Building an ECM Team

Don’t go it alone Time and conflict Team selection ECM team roles and responsibilities

Team culture Team communication Project management Subject matter expert Technical team Quality control Pre-mortem Be a practitioner as well as an implementer

Next steps

6. User Adoption

Least common denominator Preparing the organization Encourage behavior

The super user The community

The web SharePoint Saturdays and SharePoint user groups Social media

The experts The change manager Branding Bad for adoption

Bad habits Counter ECM features Keywords and ratings MySites

Enforcing the plan Next steps

7. ECM Planning Guide

Documentation

Configuration blueprint Source of truth

Information Architecture

Site and library architecture Content types Taxonomy

Content governance Next steps

8. Records Management

Principles and life cycle Business drivers Retention schedule Records management features in SharePoint Records center vs. in-place records management Records management processes in SharePoint Next steps

9. eDiscovery

Holds

Isolating content Litigation support eDiscovery processes Office 365 consideration

Implementing eDiscovery in SharePoint

Exporting content Notification

Next steps

10. Extending SharePoint 2013 ECM Solutions

Office 365

Data security Bandwidth and accessibility

Third-party services and tools

Backup and recovery Business intelligence Business process management Content enrichment Remote BLOB storage Governance and security Integration with LOB Records management Document imaging Social General considerations Systems integrators

Next steps

11. Tools and Final Thoughts

Tools

CloudShare SharePoint community

Conclusion

A. About the Authors Index About the Authors Copyright

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