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How ECM Has Improved in SharePoint
2013 and What’s Still Missing
Mike Ferrara
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
www.sharepointsummit.org
Agenda
3
SharePoint 2013 ECM Strategy
New ECM Features in SharePoint 2013
What’s Still Missing?
Demo
Q&A
www.sharepointsummit.org
SharePoint 2013
ECM Strategy
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
www.sharepointsummit.org
Borrowed Stolen Microsoft Marketing Material
6
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
www.sharepointsummit.org
Bulk Metadata Update
8
Bulk edit MMS
fields inline!
Advanced bulk
edit options
www.sharepointsummit.org
Exchange Site Mailboxes
9
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
www.sharepointsummit.org
Improved Video Handling (cont.)
• Add thumbnail from video itself or upload your own
• Support for renditions
• Embed video with advanced options
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www.sharepointsummit.org
Search Enhancements
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Play videos inline
www.sharepointsummit.org
Search Enhancements cont.
13
Interactive refiners
Search Scopes
www.sharepointsummit.org
Search Enhancements cont.
14
Inline document preview
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
www.sharepointsummit.org
E-Discovery
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?
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Because lawyers and lawsuits are scary!
18
You could lose your job!
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eDiscovery??
www.sharepointsummit.org
eDiscovery Reference Model
20
www.sharepointsummit.org
eDiscovery Case Site
All the above available in
Office 365!
(Enterprise E3)
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
Denying access is this complicated??
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
Please rate this session!
Fill out the survey and get a chance to win a Surface
Thank you for your attention!
This presentation will be available on the Toronto
SharePoint Summit web site a few days after the event.

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How ECM Has Improved in SharePoint 2013 and What’s Still Missing