This session walks you through some of the enterprise content management features in SharePoint 2010 such as metadata management, document sets, records management, search, and more. The demos will include declarative and programmatic creation of document sets and document ids, records management routing, and search

1. Overview Enterprise Content Management in SharePoint 2010 Ivan Sanders SharePoint MVP Developer, EvangelistDimension Solutions ivan@dimension-si.com

2. Agenda Enterprise Metadata Document Management Tag Discover Manage Document Sets Document IDs Term Store Search

3. Metadata Revolution video

5. 2 Primary Concepts Folksonomy Taxonomy

7. Document ratings Human Readable Unique Document IDs VQUUYTWJFH2Y-19-53 Insertable into document contents Per-folder metadata defaults All documents in particular folder tagged Year=2007 Additional Metadata Services

8. Document Management demo

9. New object to manage work products made up of multiple documents Think Folder++ Key Scenarios Tight collection of documents A sales proposal that includes documents, spreadsheets and presentations Heterogeneous file types not usually assembled Compound documents A user manual that is an assembled roll-up of separate sections Document Set Features Shared Metadata Customized welcome page Default documents added Version capture Workflows Portability (download/upload/send to record center) Document Sets:Scenario Overview EmpowerYour Users

10. Document SetsFeatures Deep Dive Document Set Features

11. Creating document sets demo

12. Unique Document ID Service New site collection Feature: Document ID Service Adds unique ID for all documents throughout the site collection Documents can be retrieved regardless of the current of future location based on their unique ID, which does not change after initially set for the document

13. Creating custom document ID provider Custom document provider can be implemented to replace the oob funcitonality Inherit your provider from the Microsoft.Office.DocumentManagement.DocumentIdProvider Replace provider using Microsoft.Office.DocumentManagement.DocumentId.SetProvider() Applies change in Site Collection level

14. Custom document ID provider demo

15. Term Store, Term Sets & Terms Service Application (Term Store) » Groups » Term Sets » Terms Locations » Cities » Redmond Administrators & users create term stores & terms Flat list or hierarchical list Disambiguating, reusing, merging & deprecating terms Custom properties available from OM Term store facilitates the management & retrieval of metadata & relationships Terms can belong to one or more term sets Translations & synonyms

16. EmpowerYour Users Term Store Metadata Service One term store per shared service app Term Store ContentTypeHub Many groups per term store. Used as security boundary Content Types Group(s) Many term sets per group (max 1000 total per term store) Term Set(s) 30K terms per term set (max. 1m total) Synonyms Description Translations (Custom properties) Term(s)

17. Enterprise Keywords & Tags Enterprise Keywords = Term Free text entries are converted to terms in term store – not part of any hierarchy though Can be promoted to term sets Tags Can be terms or keywords Shell Tags: Kept in sync with the item’s managed keyword field Saved in the item’s managed keyword field Social Tags: Allows users to create and apply keywords to items Stored in social store, not in item properties

18. Term Store Management Tool Provides rich interface for full management of term sets and terms Import of term sets and terms Translations & synonyms Manage term set / term languages Submission policy (open / closed) Open means users can submit terms to the term store (when adding / editing items) Regardless of the policy, users can always submit keywords

19. Term Store Management Tool

20. Term Store Management Tool and how to import terms programmatically demo

21. 2010 Search Extensibility Query Extensibility Search Web Parts Visual Best Bets Core Results WebPart Related Queries Search Action Links Query Suggestions Search Box Federated Results More… Query & Federation OM Query Web Service Custom Ranking models User Context Custom Properties Search Refinements Indexing Extensibility Custom Connector BCS Content Sources Custom Entity Extractor Custom IFilter

22. FAST Search demo

27. Blocking Operations

28. Can be overridden via the Object ModelSharePoint 2010

29. Summary EmpowerYour Users Enterprise Metadata Document Management Tag Discover Manage Document Sets Document IDs Term Store FAST Search

31. Your Feedback is Important Please fill out a session evaluation form. Thank you! Ivan Sanders ivan@dimension-si.com http://twitter.com/iasanders http://www.linkedin.com/in/iasanders

32. Who can you trust?? Maurice Prather http://www.bluedoglimited.com/default.aspx Andrew Connell http://www.andrewconnell.com/blog Spence Harbarhttp://www.harbar.net Heather Solomon http://www.heathersolomon.com/blog Todd Klindthttp://www.toddklindt.com/default.aspx Todd Baginskihttp://www.toddbaginski.com/blog Todd Bleekerhttp://bit.ly/edlSm5Jan Tielenshttp://weblogs.asp.net/jan Patrick Tisseghemhttp://www.u2u.info/Blogs/Patrick/default.aspx WictorWilenhttp://www.wictorwilen.se Ted Patissonhttp://blog.tedpattison.net/default.aspx Lars Fastruphttp://www.fastrup.net CarstenKeutmannhttp://keutmann.blogspot.com Keith Richie http://blog.krichie.com Bill Baer http://blogs.technet.com/b/wbaer SahilMalikhttp://blah.winsmarts.com BilSimserhttp://weblogs.asp.net/bsimser

33. Codeplex – with Source Code http://cksdev.codeplex.com http://startermasterpages.codeplex.com http://spm.codeplex.com http://autospinstaller.codeplex.com http://spsf.codeplex.com http://slk.codeplex.com http://smarttools.codeplex.com http://spviewpermission.codeplex.com http://bidshelper.codeplex.com http://almspecialisttoolkit.codeplex.com

34. SharePoint 2010 Guidance

35. CKS DEV VSIX Extensions 20