copyright © 2006 pilothouse consulting inc. all rights reserved. office server specific web content...

Copyright © 2006 Pilothouse Consulting Inc. All rights reserved.

Office Server Specific

• Web content management– Page structure, layouts, and controls– Publishing process

• Personal site and user profiles• Searching as end user• Business Data Catalog data in lists, web parts,

and search center• Key Performance Indicators (KPI)• Information management policy

– Labeling, auditing, archiving, expiration, barcodes

• Records management


Web Content Management

• Web Content Management provides workflow, versioning, and publishing processes around pages.

• Each page is one of three default publishing content types: Page, Article Page, and Welcome Page or any content types that extend the defaults.

• Publishing content type contains columns that define information that can appear on a page through the use of field controls and a pointer to page layout that will be used to draw the page.


Page with Field Controls


Field Controls

• Field controls have code to display render time and edit time modes, and typically retrieve the information to display from page properties.

• Developers can extend and create default controls (controltemplates/SharePoint_Publishing_defaultformtemplates.ascx).


Page Layouts and Master Pages

• Page Layout is a content page that uses a specific master

• Page layouts can only be stored at root site master page and layouts gallery.


Demo: Web Content Management

Demo: Web Content Management

1.Examine DefaultLayout.aspx in the master page gallery in a root site within a site collection.

2.Examine default.aspx in “Pages” document library of root site.

3. Walk though an editing and publishing process for default.aspx page and a newly created page


Personal Site/User Profile Purpose

• Personal site – a site collection dedicated for lists and documents of a particular user

• User Profile shows other users– person’s expertise– contact, organizational, and social networking

information

• One can find a user profile either by searching for it or by clicking on the link next to a document or an item that a person posted.


Demo: Personal Site

Demo: Personal Site

1.Managing content in personal site

2.Editing user profile information


• Search syntax in SharePoint is the same as on desktop search or Microsoft Live search

• + and - characters allow users to filter out search results

example:

–keyword – excludes the keyword

+keyword – keyword must be included

Search Syntax


• Property names and other special characters can be used as well

Search Syntax

example:

keyword site:http://training/courses/chemistry101 – only returns results from chemistry101 site

keyword -author:”Dave Green” – does not include results where Dave Green is the author


Demo: Search

Demo: Search

1. Searching as end user

2. Using special characters and advanced search


Demo: Business Catalog Data

Demo: Business Catalog Data

1. Adding business catalog data to lists

2. Using business catalog data web parts

3. Searching business catalog data using search center


Demo: KPI for Class Performance

Demo: KPI for Class Performance

1. Create a KPI (Key Performance Indicator) list

2. Create a simple KPI

3. Create a SharePoint list KPI called “Class Performance” that calculates its values based on a percentage of assignments that have certain grade ranges

4. Use a web part to display the KPI


Information Management Policy

• SharePoint supports the following information management tools:

– Document retention and expiration schedules

– Auditing of document events – opening, viewing, check out, etc

– Labeling and barcodes without physically modifying a document

– Document conversion


Policy Scopes

• Administrators can create a policy for the site collection and then connect a policy to a specific content type or a list (which copies the policy)

• Administrators can also create a policy at the content type or list level and later export it other places.


Demo: Information Policy Management

Demo: Information Policy Management

1. Create a site collection information management policy called “SOP”

2. Make the policy available within a specific document library

3. Attach the policy to a specific content type

4. Examine how to run audit reports


Records Management

• Records Management is process of collecting, managing, and disposing of corporate records in a consistent and uniform manner based on the company’s policies (labeling, expiration, auditing)


Records Repository Submit Document

• Records Collection Interface enables people and automated systems to easily submit content to a records repository—supporting “write only” access without requiring direct access to the records in the repository


Records Repository Routing List

• Record routing enables automated routing of content to its proper location within the records management system, based on its content type


Records Management Hold Capabilites

• Hold capabilities enable users to apply one or more holds that suspend the policies on items to ensure that they remain unchanged during litigation, audits, or other investigations


Demo: Records Repository

Demo: Records Repository

1. Create a site using “Records repository” template

2. Create a document library called “SOPs”

3. Add “SOP” entry to records routing list

4. Setup “Send To Location” in Central Administration

5. Go through the process of submitting a document to Records repository

copyright © 2006 pilothouse consulting inc. all rights reserved. office server specific web content...

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