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
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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
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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
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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!
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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?
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22. All the above available in
Office 365!
(Enterprise E3)
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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
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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
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29. Thank you for your attention!
This presentation will be available on the Toronto
SharePoint Summit web site a few days after the event.