SharePoint Server 2010 Enterprise Content Management

SharePoint® Server 2010 Enterprise Content Management......Page 7
CONTENTS......Page 17
INTRODUCTION......Page 31
PART I: INTRODUCTION TO ENTERPRISE CONTENT MANAGEMENT......Page 37
CHAPTER 1: WHAT IS ENTERPRISE CONTENT MANAGEMENT?......Page 39
Document Imaging......Page 40
Business Process Management/Workflow......Page 42
Paper......Page 43
E-mail......Page 44
Store and Preserve......Page 45
Hardware and Media Technologies......Page 46
Cloud......Page 47
Records Management......Page 48
Search......Page 49
Transformation......Page 50
Summary......Page 52
CHAPTER 2: THE SHAREPOINT 2010 PLATFORM......Page 53
SharePoint 2010......Page 54
Composites......Page 55
Communities......Page 56
SharePoint Concepts......Page 57
Architecture......Page 59
Development Concepts......Page 62
Managed Metadata......Page 63
Document Sets......Page 64
Web Content Management......Page 65
Summary......Page 66
PART II: PILLARS OF SHAREPOINT ECM......Page 67
CHAPTER 3: DOCUMENT MANAGEMENT......Page 69
What Is Document Management?......Page 70
Document Taxonomy......Page 71
The Document Library Programming Model......Page 72
Columns......Page 75
The Column Programming Model......Page 77
Content Types......Page 80
The Content Type Programming Model......Page 81
Managed Metadata......Page 83
Administering Managed Metadata......Page 84
Creating a Global Term Set......Page 85
The Managed Metadata Programming Model......Page 86
The Managed Metadata Service......Page 91
Content Type Syndication......Page 92
The Content Type Syndication Programming Model......Page 93
Management of Managed Metadata Service Applications......Page 94
Configuring Location-Based Metadata Defaults......Page 96
The Location-Based Metadata Defaults Programming Model......Page 97
Metadata Navigation......Page 98
Using Metadata Navigation......Page 99
The Managed Metadata Navigation Programming Model......Page 101
The Document ID Service......Page 102
The Document ID Programming Model......Page 104
Implementing Document Sets......Page 105
Using Document Sets......Page 106
The Document Set Programming Model......Page 107
Security......Page 109
The Security Programming Model......Page 112
Programmatically Checking Out a Document......Page 115
Version History......Page 117
Programmatically Interacting with Version History......Page 118
The Audit Trail......Page 119
The Content Organizer......Page 120
Summary......Page 121
Workflow and ECM......Page 123
Activities......Page 124
Persistence......Page 126
The Role of Workflow in SharePoint......Page 127
Item......Page 128
Execution......Page 129
Out-of-the-Box Workflows......Page 130
The Approval Workflow......Page 131
Visio......Page 135
SharePoint Designer Workflows......Page 141
Visual Studio Workflows......Page 150
Improvements......Page 151
Creating a Workflow in Visual Studio: An Exercise......Page 152
SharePoint Designer Workflows......Page 161
Why You Need Workflow Services......Page 162
Authoring Custom Workflow Services......Page 163
Workflow Event Receivers......Page 166
Summary......Page 167
CHAPTER 5: COLLABORATION......Page 169
Social Tagging......Page 170
How to Create Tags......Page 171
Notes......Page 173
How to Create Notes......Page 174
Ratings......Page 175
How to Rate an Item......Page 176
Bookmarklets......Page 177
Registering the Tags and Notes Bookmarklet......Page 178
Privacy and Security Concerns......Page 179
Tagging Programming Model......Page 180
Working with Tags Programmatically......Page 181
Working with Ratings Programmatically......Page 183
My Profile......Page 187
My Newsfeed......Page 189
Configuring My Sites......Page 190
Configuring My Site Settings in the User Profile Service Application......Page 192
User Profiles......Page 193
User Profile Policies......Page 194
User Profile Programming Model......Page 195
Working with a User Profile Programmatically......Page 196
User Profile Service Application......Page 201
Organizations......Page 202
My Site Settings......Page 203
Enterprise Wikis......Page 204
Blogs......Page 205
SharePoint Workspace......Page 206
Outlook Integration......Page 207
Summary......Page 208
Introduction......Page 209
Retrieval: The Key to User Adoption......Page 210
Is an IFilter Available for Full-text Crawling All Document Types?......Page 212
How Often Are Existing Documents Changed?......Page 213
Search Solutions......Page 214
Topology Components......Page 216
Configuration Components......Page 220
The Search Center......Page 225
Functional Overview......Page 239
Index and Query Processing Path......Page 241
Search Architectures for SharePoint ECM......Page 242
Sample Architectures......Page 243
40-Million-Item Corpus......Page 244
100-Million-Item Corpus......Page 246
Tuning Search Performance......Page 247
Performance Monitoring......Page 248
Improving Query Performance......Page 249
Summary......Page 250
WCM Overview......Page 251
Accessibility......Page 252
Metadata......Page 253
Templates......Page 254
Features......Page 255
Approve Permission Level......Page 257
Groups......Page 258
“Content” Content Types......Page 259
Infrastructural Content Types......Page 260
Site Content......Page 261
Master Pages......Page 262
An Exercise with Taxonomy and Layouts......Page 263
Metadata......Page 268
Query Options......Page 269
Presentation......Page 270
Authoring Web Content......Page 271
Content Deployment......Page 274
Enterprise Wikis......Page 275
Navigation and Search......Page 276
Reporting and Analytics......Page 277
Summary......Page 278
CHAPTER 8: RECORDS MANAGEMENT......Page 279
Why Records Management Is Important......Page 280
Identifying Roles......Page 281
Analyzing Content......Page 282
Designing a Solution......Page 283
Compliance and SharePoint......Page 284
Managing Records......Page 285
In-Place Records Management......Page 286
Records Center......Page 289
Content Organizer......Page 291
Workflow in Recordization......Page 294
Programming Model for Recordization......Page 295
Configuring Information Management Policy......Page 299
Exporting and Importing Policy Settings......Page 302
Creating Retention Schedules......Page 303
Programmatically Creating Retention Schedules......Page 304
Configuring Auditing......Page 306
Audit Reports......Page 307
eDiscovery......Page 308
Summary......Page 309
CHAPTER 9: DIGITAL ASSET MANAGEMENT......Page 311
Digital Asset Columns......Page 312
Digital Asset Content Types......Page 313
Media Web Part and Field Control......Page 314
Digital Asset Management Solution Scenarios......Page 316
Marketing and Brand Management......Page 317
Media Development Project......Page 318
Online Training Center......Page 319
Taxonomy Considerations......Page 320
Managing Content Database Size......Page 321
Maximum Upload Size......Page 322
BLOB Caching......Page 323
Bit Rate Throttling......Page 325
Summary......Page 328
CHAPTER 10: DOCUMENT IMAGING......Page 329
What Is Document Imaging?......Page 330
Solution Data Flow Diagram......Page 331
Model-View-ViewModel Primer......Page 332
Creating a Simple WPF Capture Application......Page 334
Building the MVVM Infrastructure......Page 335
Building the Target Dialog......Page 336
Building the Main Window......Page 337
Creating a Simple Silverlight Viewer Web Part......Page 358
Building the Image Loader......Page 359
Building the Imaging Web Service......Page 360
Building the Viewer Web Part......Page 361
Making the Application Accessible from JavaScript......Page 362
Deploying the Viewer Application as a Web Part......Page 363
Configuring SharePoint Search......Page 374
Creating the SharePoint Content Type......Page 375
Creating the SharePoint Web Part Page......Page 376
Customizing the Advanced Search Box Web Part......Page 377
Customizing the Search Core Results Web Part......Page 379
Summary......Page 391
Electronic Forms Overview......Page 393
InfoPath Overview......Page 394
Forms Services......Page 396
Deploying Forms......Page 397
Templates and Form Data......Page 398
Rules......Page 400
External Data......Page 404
Custom Code......Page 406
Publishing......Page 407
Determining a Forms Strategy......Page 408
Form Data and Layout......Page 410
Form Submission......Page 412
Publishing the Form......Page 415
Summary......Page 416
Storage Architecture, the Key to Performance......Page 417
Too Few Disks in the Array......Page 418
Shared SAN vs. DAS vs. NAS......Page 419
Content Storage Size Factors......Page 420
Database Storage and Capacity Planning......Page 421
SQL Server Supporting Concepts......Page 422
TempDB......Page 426
Log Files......Page 428
Crawl Databases......Page 429
Content Databases......Page 431
Property Databases......Page 432
Service Application Databases......Page 433
Prioritizing Disk I/O......Page 436
Storage Performance Monitoring......Page 437
Database Data File Management......Page 438
Remote BLOB Storage......Page 439
When to Implement an RBS Solution......Page 441
RBS Provider Options......Page 442
SQL Server Licensing Considerations......Page 443
Knowing the Users, the Corpus, and the Processes......Page 444
Farm Size Definitions......Page 445
The Case for Additional SQL Servers......Page 448
Scalable Taxonomy Factors......Page 449
Content Organization and Scalable Taxonomy......Page 450
An Exercise in Scalable Taxonomy Design......Page 451
Content Database Size Supported Limits......Page 452
Performance and Resource Throttling......Page 453
Summary......Page 454
PART III: SHAREPOINT ECM SUPPORT CONCEPTS......Page 455
CHAPTER 13: ECM FILE FORMATS......Page 457
Microsoft Office Binary......Page 458
Office Open XML......Page 459
Viewing and Editing Microsoft Office Formats with Office Web Apps......Page 461
Word Automation Services......Page 464
Archive Formats......Page 473
OCR and iFilters......Page 474
OCR and iFilters......Page 478
Viewing and Editing......Page 479
PDF/A......Page 480
OCR and iFilters......Page 481
XPS (Open XML Paper Specification)......Page 482
OCR and iFilters......Page 483
Development......Page 485
Summary......Page 486
The Microsoft Partner Ecosystem......Page 487
ISV/Software Competency......Page 488
Technical Community......Page 489
ISV Solutions......Page 490
ABBYY......Page 491
AvePoint......Page 494
GimmalSoft......Page 496
KnowledgeLake......Page 498
Nintex......Page 501
Summary......Page 503
CHAPTER 15: GUIDANCE FOR SUCCESSFUL ECM PROJECTS......Page 505
File Shares......Page 506
Internally Developed Document Management Solutions......Page 507
Metadata Merge......Page 508
Importing Content into SharePoint......Page 509
Web Services......Page 510
SharePoint Server Object Model......Page 513
FrontPage Remote Procedure Calls (FPRPC)......Page 515
SharePoint Server Object Model......Page 516
SharePoint Client Object Model......Page 519
Mapping Legacy ECM Features to SharePoint Solutions......Page 522
Metadata-based Security......Page 523
Scanning and Indexing......Page 524
Illegal Characters in Metadata......Page 525
Managing Upload File Size Restrictions......Page 526
SharePoint Portal Server 2003 and WSS v2.0......Page 527
Collaboration Farm with Large Imaging or Archive Site Collections......Page 528
Summary......Page 529
INDEX......Page 531
ADVERTISEMENT......Page 554