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Practical SharePoint 2013 Enterprise Content Management

Book Description

Practical SharePoint 2013 Enterprise Content Management is the first book to guide you through planning and designing each phase of your information life cycle with SharePoint 2013. Author and SharePoint expert Steve Goodyear walks you through how to analyze and plan enterprise content management (ECM) solutions for an effective and end-to-end information design based on your organization's needs and business requirements.

Inside, you will develop a full understanding of how SharePoint 2013 manages content including identifying and understanding your organization's information within SharePoint, collaborating on transitory content, and capturing and controlling your records. You'll get practical advice and best practice instruction for each phase of the information life cycle to guide you on designing your ECM strategy and implementing your own ECM solution.

You learn how to:

  • Apply a content life cycle model to analyze and understand your organization's information

  • Design your file plan with content routing rules for your SharePoint records repository

  • Plan and configure your eDiscovery portal and manage discovery cases

  • Design solutions to interface and integrate with external records management systems

  • Identify your organization's information security requirements

  • Design content types and implement an enterprise content type hub to organize your information

  • Practical SharePoint 2013 Enterprise Content Management is for you if you are a SharePoint architect, administrator, consultant, or project manager, and you implement SharePoint solutions that relate to one or more aspects of the information life cycle involved with ECM.

    What you'll learn

  • Apply a content life cycle model to analyze and understand your organization's information

  • Plan and configure your SharePoint 2013 enterprise eDiscovery portal and manage discovery cases

  • Design your file plan with content routing rules for your SharePoint records repository

  • Design solutions to interface and integrate with external records management systems

  • Design content types and implement an enterprise content type hub to categorize and organize your information

  • Identify your organization's information security requirements

  • Who this book is for

    Practical SharePoint 2013 Enterprise Content Management is for you if you are a SharePoint architect, administrator, consultant, or project manager, and you implement SharePoint solutions that relate to one or more aspects of the information life cycle involved with ECM. This book is also for you if you are an enterprise architect or a records manager and you want to learn how ECM fits in SharePoint. This book is definitely for you if you want to learn how to analyze, design, and implement an ECM solution on SharePoint 2013.

    Table of Contents

    1. Title Page
    2. Dedication
    3. Contents at a Glance
    4. Contents
    5. About the Author
    6. About the Technical Reviewer
    7. Acknowledgments
    8. Introduction
    9. PART 1: Planning and Analyzing Your Information Life Cycle
      1. CHAPTER 1: Overview of Enterprise Content Management
        1. Understanding the Value of Enterprise Content Management
        2. What Is Enterprise Content Management?
        3. Enterprise Content Management Concepts
        4. Transitory Content vs. Official Records
        5. Understanding the Content Life Cycle Model
        6. Comparing ECM Costs and Value
        7. Approaching an ECM Program
        8. Wrapping Up
      2. CHAPTER 2: SharePoint 2013 Enterprise Content Management Features
        1. Overview of SharePoint 2013
        2. Relating SharePoint Capability Areas to Each Other
        3. Understanding the SharePoint Site Architecture
        4. SharePoint Site Types
        5. SharePoint List and Library Types
        6. SharePoint 2013 ECM-Specific Features
        7. Overview of the SharePoint Infrastructure
        8. Wrapping Up
      3. CHAPTER 3: Analyzing Your Information Life Cycle
        1. Applying the Content Life Cycle Model
        2. Building an Inventory of Your Organization’s Content
        3. Analyzing Your Content-Related Business Processes
        4. Diagramming Your Business Processes Using Microsoft Visio
        5. Identifying Your Information Security Needs
        6. Documenting Your Content Life Cycle Requirements
        7. Wrapping Up
      4. CHAPTER 4: Designing Your Information Architecture
        1. Understanding Information Architecture
        2. Analyzing Your Information Architecture
        3. Building Your Information Architecture
        4. Implementing Your Enterprise Taxonomy Design
        5. Designing Your Site Structure
        6. Designing Your Navigation
        7. Wrapping Up
    10. PART 2: Managing Your Transitory Content
      1. CHAPTER 5: Configuring SharePoint for Your Collaboration Content
        1. Understanding Collaboration
        2. Liberating Collaboration
        3. Designing a Site Creation Process
        4. Designing Your Content Containers
        5. Identifying Your Document Management Needs
        6. Inside Story: Notes from the Field
        7. Wrapping Up
      2. CHAPTER 6: Classifying and Organizing Your Content
        1. Organizing Content
        2. Understanding Content Types
        3. Analyzing and Designing Content Types
        4. Implementing Content Types
        5. Understanding and Configuring Document Sets
        6. Configuring Your Enterprise Content Type Hub
        7. Windows Workflow Foundation Overview
        8. Creating Content Life Cycle Workflows
        9. Optimizing Databases with Remote BLOB Storage
        10. Wrapping Up
      3. CHAPTER 7: Publishing Your Web Content
        1. Overview of Web Content Management
        2. Analyzing Your WCM Requirements
        3. SharePoint 2013 WCM Features
        4. Creating and Configuring a Publishing Portal
        5. Configuring a Publishing Approval Workflow
        6. Managing Content Deployment Settings
        7. Configuring Cross-Site Collection Publishing
        8. Wrapping Up
      4. CHAPTER 8: Designing Your Electronic Form Processes
        1. Types of Forms in Organizations
        2. Paper Forms vs. Electronic Forms
        3. Modeling Paper Form Processes
        4. Overview of InfoPath 2013
        5. Building Electronic Forms in InfoPath
        6. Overview of SharePoint Designer 2013
        7. Building Approval Workflows in SharePoint Designer
        8. Inside Story: Notes from the Field
        9. Wrapping Up
    11. PART 3: Designing Your Information Discovery
      1. CHAPTER 9: Implementing Enterprise Search
        1. The Importance of Search
        2. SharePoint Search Architecture Overview
        3. Analyzing Your Enterprise Search Requirements
        4. Administering an Enterprise Search Service
        5. Configuring Search Content Sources
        6. Building an Enterprise Glossary
        7. Wrapping Up
      2. CHAPTER 10: Planning Social Computing
        1. Understanding Social Computing
        2. Overview of Social Computing Capabilities
        3. Analyzing Your Social Computing Requirements
        4. Deploying a People Search
        5. Managing My Site Features
        6. Promoting a Site
        7. Configuring Audience Targeting
        8. Creating a Personal Blog
        9. Wrapping Up
      3. CHAPTER 11: Managing eDiscovery and Discovery Cases
        1. Overview of eDiscovery
        2. SharePoint 2013 eDiscovery Features
        3. Creating and Configuring an eDiscovery Portal
        4. Creating and Managing Discovery Cases
        5. Wrapping Up
      4. CHAPTER 12: Securing Your Content
        1. Overview of Security
        2. Threat Modeling
        3. Analyzing Your Information Security Requirements
        4. Configuring SharePoint Groups and Permissions
        5. Configuring Web Application User Policies
        6. Understanding Rights Management Service (RMS)
        7. Inside Story: Notes from the Field
        8. Wrapping Up
    12. PART 4: Designating and Managing Your Records
      1. CHAPTER 13: Designing Your File Plan
        1. Overview of File Plans
        2. Creating a Content Classification Index
        3. Designing Your File Plan
        4. Inside Story: Notes from the Field
        5. Wrapping Up
      2. CHAPTER 14: Implementing Your Records Repository
        1. Overview of Records Repositories
        2. Planning Your SharePoint Records Repository
        3. Creating and Configuring Your Records Center
        4. Configuring Record Routing
        5. Configuring Send To Connections
        6. Designing Workflows to Process Records
        7. Auditing and Reporting on Your Records
        8. Wrapping Up
      3. CHAPTER 15: Managing Record Retention and Disposition
        1. Identifying Your Record Retention Requirements
        2. Planning the Life Cycle of Records
        3. Modeling Record Disposition Workflows
        4. Configuring Record Disposition Workflows
        5. Configuring a Retention Policy
        6. Wrapping Up
      4. CHAPTER 16: Integrating with Other Records Repositories
        1. Understanding Requirements for Integration
        2. Planning a Document Imaging Solution
        3. Interfacing with External Records Repositories
        4. Extending SharePoint 2013 Records Management
        5. Wrapping Up
    13. Index