Global
Local
Scope
Managed Taxonomy
Open Hierarchies
Level of Control
Folksonomy
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JohnD
In-Place Records Management
Archival Records Management
Less expensive to deploy. You do not have
a separate site or farm for records.
Allows more advanced storage
Therefore, you do not have to try to keep management. Records can be stored on a
sites in sync. Now you manage the
different storage medium.
collaboration space once.
Easier on the records manager. Your
Easier on the user of the records. Your
records are all in one place, and are not
records never lose context or go missing. scattered across locations in your
organization.
Flexible collaboration structure. If you use
Easy search of records and files that are
in-place records, you must actively
not records.
manage the collaboration space.
Stronger resemblance to records
management approaches used with paper
Potentially easier eDiscovery: you have
records. Overall, it is easier to model a
only one repository to search.
typical hierarchical file plan in a records
center.
The Record Center Content Organizer
enables you to apply policy that is based
upon metadata.
Position
Types of documents
Role
Financial analyst
Technical writer
Equity research note
Financial model
Web page
Author
Financial analyst
Manager
Equity research note
Financial model
Reviewer
Technical editor
Equity research note
Web page
Editor
Customer
Equity research note
Financial model
Web page
Reader
Server administrator
All
IT specialist
Database manager
All
Database specialist
Compliance officer
All
Legal specialist
Records manager
All
Records manager
Site manager
Site administrator
All
Content publisher
Type
All
Purpose
Author
User
Content auditor
Equity research
note
Gives premium
customers of a
financial
service
guidance on
whether to buy
or sell one or
more stocks
Financial
analyst
Customer
Format
Other Roles
Locations
DOCX (for
authoring);
PDF (for
publishing)
Reviewer
(technical);
reviewer
(legal);
approver; copy
editor; records
manager; site
administrator
Authoring
site
Testing site
Internet
Records
reposit
ory
Library
Purpose
Library in a team site
Collaboration; easy sharing of content among peers; content control, such as
versioning; SharePoint Server searching.
Library in a portal area
Content that is intended for a wider audience in the organization; similar to a
library in a team site, but typically implemented with a more-stringent review
and approval process.
Library in a Document
Center site
A large-scale library useful as an enterprise knowledge base or historical
archive; includes features to help users navigate, search, and manage a large
number of documents in a deep hierarchy by using a set of specialized Web
Parts.
Documents
Purpose
Author
Users
Format
Engagement ideas and
requests
Develop new customer
engagements
Project leader
Sales
manager;
project
leader
.doc
Proposals
Describe a proposed customer
engagement
Project leader
Project
managers;
project team
members;
customers
.doc
Contracts
Commit to a consulting
engagement
Lawyer
Project
leader;
project
manager;
sales
manager;
customers
.doc
Kind of record
Benefit plans, insurance
plans, pension plans
Payroll timesheets,
supplementary payroll
information
Vendor invoices
Record category
Employee Benefit
Descriptions
Payroll Records
Product surveys,
questionnaires, training
manuals, training videos
Training Materials
...
Invoices
Description
Descriptions of all employee
benefit plans.
Summaries of hours
worked, overtime, and
salary paid.
Records of goods or
services purchased from
vendors.
Provides internal or external
training.
Record
category
Records
401k plans
Description Media
Description Web pages
of employee
benefit plan.
Insurance
plans
Description Print
of employee
insurance
plan.
X years
Employee
Benefit Plans
None
Reshma
Patel
Pension
plans
Description Print
of employee
pension
plan.
X years
Employee
Benefit Plans
None
Reshma
Patel
...
Employee
Benefit Plans
Retention
X years
Disposition Contact
None
Kathi Flood
Content deployment copies content from a source SharePoint
2010 site collection to a destination site collection.
A content deployment job:
• Copies specified content
• On a specified schedule
• By using a specified path
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SharePoint 2010 - Content management presentation