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Enterprise ContentManagement In Microsoft

Office SharePoint Server2007

Microsoft Corporation

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Agenda

Business drivers for ECM solutionsMicrosofts ECM vision

Document management capabilities

Records management capabilities

Web content management capabilities

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What Drives the Need for ECM?

ECM

Reusing information is difficult

Inability to protect sensitive information

Efficiency in collaborative authoring

Risk of non-compliance with regulations

Risk from improperly retaining content

Retaining records for business continuity

Webmasters are a content bottleneck

Multiple site types increase mgmt. costs

Brand assets are improperly used

Automation of high volume processes

Integration of content and processes

ProcessEfficiencies

MultiplePublishingChannels

ContentChaos

RegulatoryClimate

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ECM Is The Solutionbut challenges remain

Implementations are constrained tospecialized departments

User adoption is low

IT deployment/maintenance costs arehigh

Return on investment takes a long time

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Microsofts ECM Vision

Pervasive ECM throughout theorganization

Deeply integrated components

Interoperable and Extensible

Enable a wide range of uses cases,out of the box

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ECM in Office SharePoint Server 2007

RecordsManagement

Web ContentManagement

FormsManagement

Unified Storage Architecture

Unified Services

ECM Components

User Interface

Microsoft Office Web browsers 3rd party apps

Workflow Metadata Policies

Search Security IRM Collab

Library Svcs.

DocumentManagement

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Interoperable And Extensible

Sales Employment Claims

Asia PacificContracts

Object Model/Web Part Framework

Web Services

SMTP

Repository

API

E-mail Systems ERP Systems ContentRepositories

UI Customizations Custom workflow& policies

sox

Vertical/Compliance biz

logic

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Document Management

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Document Repository

Sales

Asia PacificRegion

Employment Claims

Collect And Organize Information

Contracts

ManageddocumentrepositorytemplateDocument

property panelin Office 2007

XML basedMetadata

Management

File ShareScanner or Multi-function device Word

Team Sites

DocumentManagement

Check-in/Check-out, Major/MinorVersioning, Roles

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Scalable Document Repositories

Enable Check-in,

Check-out andVersioning

Manage largedocument sets

Define richmetadata for easyfiling and search

DocumentManagement

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Rich Metadata Capture In Office 2007Client

CustomizableDocument

Information panelbased on InfoPath

technology

Capture meta data

as part ofauthoring process

Define requiredmetadata in content

type definition

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Find The Right Information AndPeople

Browse, Searchvia intranet

portal

DocumentManagement

File Shares

ERP Systems

ContentRepositories

People

Highly relevant &fast Search Engine

Search multiple sources ofstructured/unstructured data

Find experts with closestdegree of separation

Extensible for various filetypes and repositories

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Search Across the Enterprise

Tabbed User

Interface

Query Correction

Alerts

Query HitHighlighting

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Document Repository

Sales

Asia PacificRegion

Employment Claims

Protect Information Assets

Contracts

Recyclebin

Role basedSecurity on

individual items

Auditingpolicies tolog usage

Serverside IRM

DocumentManagement

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Structured DocumentCollaboration

Author

Reviewer

Author

Approve fromwithin Office

client

Start workflowwithin Office

client

Document Repository

Sales Employment Claims

Asia PacificRegion

Contracts

DocumentManagement

Role based

security

Central IT

Office OpenXML baseddocumenttemplates

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Document Review/Approval Workflow

Workflow history

tracking

Workflow tasks

assigned to users

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Document Repository

Sales Employment Claims

Automate Business Processes

Asia PacificRegion

Contracts

Workflowengine

and tools

Content/Process

integration thrurepository

Forms

Office SharePointDesigner

DocumentManagement

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Reuse and protect knowledge assets

Business BenefitsDocumentManagement

Integrated content and businessprocesses

Facilitate structured documentauthoring and collaboration

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Records Management

SOX

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Records Manager

Records Repository

Contracts

Asia PacificRegion

Financials Mortgage

Capture And CategorizeBusiness Records

Configurerepository asper file planPhysical Assets

DM/E-mailSystems

SOAP/SMTPInterface

RecordsRepositorytemplateTransfersdocument

context

RecordsManagement

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Records Repository

Official Record

Storage

Hold Lists Record Routing

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Declaring E-mail as Records

Managed E-mailFolders

Folder PolicyStatement

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Records Manager

Policy Based Records Retention

Records Repository

Contracts

Asia PacificRegion

Financials Mortgages

Expirationaction

Retention policydefined by

regulations orbusiness policies

Expired

Expired

Archive

Dispose

RecordsManagement

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Information Management Policies

Track audit andexpire content

Configurable

expiration action

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Manage The Legal DiscoveryProcess

Records Repository

SalesControls

Asia PacificRegion

Employment Claims

OverrideExpiration

Policy

11/8/08

HOLDLitware Inc.

Sr. Attorney

Attorney

Search forrecords to Hold

RecordsManagement

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Managing Legal Holds

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Business Benefits

Reduce costs of retrieving informationfor legal discovery

RecordsManagement

Reduce risk of non-compliance andlegal liability

Retain vital records for businesscontinuity

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Web Content Management

IntranetInternet

Extranet

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Web Content Repository

Author Web ContentLibrary

Functions,Policies, Search

In-contextediting

Office Word Reusable HTMLfragments

PRManager

WYSIWYG Webeditor

Web contentManagement

Authoring Capabilities

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In Place Authoring And Approval

Editable fields Approval Workflow

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WYSIWYG DHTML Editor

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Server Side Conversion

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PRDirector

Built inreview/approval

workflow

Publish Web Content

Content

Template

PressRelease

Separation ofcontent andpresentation

ProductionServer

InternetSite

Sitevariations

Web contentManagement

PRManager

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Deploy And Manage

Staging

Server

PressRelease

InternetServer

ContentDeployment

System

Quick Deploy

Breaking

news

Web contentManagement

PageSchedulingSystem

Press

ReleaseActive on: March 31st 2006

Expires On: April 31st 2006

IntranetServer

PRManager

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Present Content To Web Users

Fast andrelevant search

Highperformance

and scalability

InternetServer

Forms basedauthentication

Members

AnonymousUsers

General users

Personalization

GoldMembers

Silver

Members

Web contentManagement

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Business Benefits

Give business users the power to authorand publish web content in a timelymanner

Web contentManagement

Utilize brand assets more effectively

Lower the cost of managing multiple siteand multilingual delivery

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Why ECM From Microsoft?

Ease of use and tight integration withMS Office ensures wide adoption

Deeply integrated components reduceIT deployment and management costs

Ready to use out of box functionalityreduces time to value

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Next Steps

Review ECM whitepaperhttp://www.microsoft.com/office/preview/ecmwhitepaper.mspx

Review Office SharePoint Server 2007content (after March 27th, 2006)

http://www.microsoft.com/office/preview

Register for Beta2 code

http://www.microsoft.com/office/preview

http://www.microsoft.com/office/preview/ecmwhitepaper.mspxhttp://www.microsoft.com/office/preview/ecmwhitepaper.mspxhttp://www.microsoft.com/office/previewhttp://www.microsoft.com/office/previewhttp://www.microsoft.com/office/previewhttp://www.microsoft.com/office/previewhttp://www.microsoft.com/office/preview/ecmwhitepaper.mspxhttp://www.microsoft.com/office/preview/ecmwhitepaper.mspx

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Appendix

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References

Portals/CMS Futures Deckhttp://infoweb/c7/c7/portal/default.aspx

Search Futures Deck

http://infoweb/c7/c7/portal/default.aspxRights Management Services Deck

Collaboration Vision Deck

http://arsenalcontent/ContentDetail.aspx?ContentID=75536&portal=mscollab

http://infoweb/c7/c7/portal/default.aspxhttp://infoweb/c7/c7/portal/default.aspxhttp://arsenalcontent/ContentDetail.aspx?ContentID=75536&portal=mscollabhttp://arsenalcontent/ContentDetail.aspx?ContentID=75536&portal=mscollabhttp://arsenalcontent/ContentDetail.aspx?ContentID=75536&portal=mscollabhttp://arsenalcontent/ContentDetail.aspx?ContentID=75536&portal=mscollabhttp://infoweb/c7/c7/portal/default.aspxhttp://infoweb/c7/c7/portal/default.aspx