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SharePoint 2010 enterprise content management implementers' course

This course teaches implementers how to leverage features in SharePoint Server to implement an Enterprise Content Management (ECM) system. ECM systems are designed to manage large amounts of content, including content in the form of documents and content in pages, wiki libraries, blog posts, and other types of non-document content. Document management is the heart of ECM. Document management in SharePoint Server consists of a rich feature set that includes tight integration to Microsoft Office client applications, standard version-control features, and innovative features that allow SharePoint Server to bridge the gap between a folder-based mindset of the typical user and the metadata-based mindset of a records manager. This course develops the key skills that are necessary to deploy SharePoint Server for ECM solutions at organizations of any size. Larger organizations should start with this course and supplement it with expertise in large-scale ECM implementations, whereas medium and smaller organizations may find all they need in this course to implement their systems successfully.

Downloadable links for the videos and resources for each module are available later on this page. You can also download all lab manuals.

Downloads

Overview: Enterprise content management

Module 1: Introduction to ECM

Enterprise Content Management (ECM) in SharePoint relates to Document and Metadata Management, Records Management and Compliance and Rich Media Management. This module will cover core ECM terminology and how SharePoint extends the capabilities of a traditional ECM into the space of non-document types.

Module 2: Infrastructure and Storage

This module will cover the components necessary to implement a successful SharePoint ECM implementation including the number of servers, the services to start, and the storage requirements. This would include both logical and physical topology including LAN and WAN communications issues.

  • Lesson 1: Infrastructure Fundamentals (video)
    Learn about Infrastructure fundamentals in SharePoint Server 2010 including farms, web applications, site collections, sites, and the platforms that drive decisions.
  • Lesson 2: Infrastructure Planning (video)
    Learn about how the hierarchies are implemented at a physical layer and about the other infrastructure components that do not directly fit into the storage hierarchy.
  • Lesson 3: Storage Fundamentals (video)
    Learn about storage fundamentals: the different types and uses of databases in SharePoint Server 2010, how storage types and configuration affect database performance, and how to minimize bottlenecks.
  • Lesson 4: Storage Planning (video)
    Learn how to manage storage needs by database type and how to do capacity planning, including the use of caching, the impact of file versioning, BLOB caching and other important storage decisions.
  • Lab A: Implementing Remote BLOB Storage (document)
    These are the instructions that were used with the virtual lab during the instructor-led course. In this lab, you implement Remote BLOB Storage for a content database in SharePoint 2010.
  • Lab B: Creating a Managed Metadata Service Application (document)
    These are the instructions that were used with the virtual lab during the instructor-led course. In this lab, you create and configure a Managed Metadata Service Application, create a Term Store and Term Set, and populate the Term Set with values.

Module 3: Information Architecture

This module provides foundational knowledge for Information Architecture as it applies to SharePoint. This includes the creation of containers and hierarchy to support performance and scalability. Further, this module illuminates the key factors which must be considered in an information architecture such as a focus on the consumer of content or a focus on the producer of content.

  • Lesson 1: Introduction to Information Architecture (video)
    Learn about the key concepts in information architecture, how information architecture terms and processes are not as complicated as they may appear.
  • Lesson 2: Containers and Hierarchy (video)
    Learn about how information architecture uses containers and hierarchies to simplify the process of both storing and retrieving information.
  • Lab A: Card Sort Exercise (document)
    These are the instructions that were used with the virtual lab during the instructor-led course. In this lab, you have been asked to organize the content from across your company to create Information Architecture. To do this you use a card sort to determine the optimal structure.
  • Lab B: Deploy a Site Taxonomy (document)
    These are the instructions that were used with the virtual lab during the instructor-led course. In this lab, you create and configure a Web template, modify and deploy the template for use on the farm, and create and execute a Windows PowerShell script to deploy a hierarchy of sites.

Module 4: Content Types

In this module the student will learn about the fundamentals of metadata management including site columns and content types. This includes how to populate site columns automatically through property promotion.

  • Lesson 1: Introduction to Content Types (video)
    Learn about the evolution of Content Types and why they play an important role in SharePoint solutions, including their structure, usage, scope, and implementation.
  • Lesson 2: Defining, Creating, and Implementing Content Types (video)
    Learn how to create content types both programmatically and through the user interface, how content types inherit from their parent, how they are connected to lists, modified, and syndicated.
  • Lesson 3: Managing Information with Content Types (video)
    Learn how to use content types to manage content, including the use of document templates, custom forms, property promotion, folders, document sets, document conversion, and workflows and events.
  • Lab A: Creating an Enterprise Content Type (document)
    These are the instructions that were used with the virtual lab during the instructor-led course. In this lab, you create a new content type, set a custom property in a Word document, associate the document to the content type as a template, and then create a new item using the document template and new content type.
  • Lab B: Creating a Document Set (document)
    These are the instructions that were used with the virtual lab during the instructor-led course. In this lab, you enable the Document Sets feature, configure a Document Library to use the feature, and create a new document set with sample documents.

Module 5: Metadata and Taxonomy

In this module the student will learn about the fundamentals of metadata management including terms stores. Managing a taxonomy and folksonomy together will be covered.

Module 6: Social Content

In this module we'll cover the aspects of social media on SharePoint Enterprise Content Management, including commenting, tags, and ratings.

Module 7: Implement and Manage Search

In this module the student will learn how to implement and manage the effectiveness of SharePoint's search functionality, including how to configure, monitor and improve relevance.

Module 8: Search User Interface

In this module the student will learn to configure SharePoint's search features to create user interfaces to simplify the search process and improve the user experience, covering search scopes, web parts, search centers, and more.

Module 9: Navigation and Views

In this lesson the student will continue learning about how to surface information to the user by focusing on navigation and views of the data using indexes and metadata navigation. Where search can find information from anywhere it isn't the only solution that SharePoint offers for accessing information. This lesson will leverage the information about large lists performance available to describe how to maintain appropriate views. The person who does this implementation is often referred to as a content steward.

Module 10: Security and Auditing

This module will cover the security, rights management, and auditing components of an Enterprise Content Management solution.

Module 11: Records Management

This module covers the core components of implementing records management on SharePoint. This module is where the records manager or steward of the library configured the archive to adhere to policy.

  • Lesson 1: Records Lifecycle (video)
    Learn what a record is, the importance of records management, and what a file plan is.
  • Lesson 2: Records Centers (video)
    Learn about the SharePoint records center and how it can be used to implement a file plan.
  • Lab manual: Create a Record Center (document)
    These are the instructions that were used with the virtual lab during the instructor-led course. In this lab, you create a new Record Center, configure a Send To connection, and use the Document ID service and Content Organizer to route documents based on content types and column values.

Module 12: Identifying and Creating Records

This module covers the identification and creation of records including automatic conversion to an archive file type. This module is about configuring the library so that the end users have a great experience.

Module 13: Retention and Holds

In this module the student will learn how to establish holds for discovery or internal audit purposes and how to manage retention. This will include talking holistically about retention from content types through to search relevancy.

  • Lesson 1: Managing Holds (video)
    Learn how to manage holds in SharePoint Server 2010, including the identification of information for the hold and releasing a hold when it is no longer needed.
  • Lesson 2: Managing Retention (video)
    Learn how to manage retention in SharePoint Server 2010, including the application of retention policies.
  • Lab A: Creating Holds (document)
    These are the instructions that were used with the virtual lab during the instructor-led course. In this lab, you create a hold and associated content for the hold.
  • Lab B: Establishing Retention Policies (document)
    These are the instructions that were used with the virtual lab during the instructor-led course. In this lab, you create two site collection level retention policies and associate these polices with two site collection content types.

Module 14: Ingestion and Routing

In this module the student will learn how to get content in the system once it has been set up including importing from other systems, batch loading of content, and all forms of adding content to the system.

  • Lesson 1: Integrating Content (video)
    Learn how to integrate content from external systems, including the limitations, approaches, and the factors to lead between a decision to integrate versus migrate.
  • Lesson 2: Routing Content (video)
    Learn how to import content into SharePoint Server 2010 from external systems, including the decision to build or buy a tool, and how to manage the process.
  • Lesson 3: Batch Loading Content (video)
    Learn how to take advantage of the Content Organizer feature in SharePoint Server 2010 to convert metadata into structure.
  • Lab A: Integrating Content with CMIS (document)
    These are the instructions that were used with the virtual lab during the instructor-led course. In this lab, you install and configure the CMIS integration for SharePoint a consumer and a producer to use.
  • Lab B: Batch Importing Images (document)
    These are the instructions that were used with the virtual lab during the instructor-led course. In this lab, you setup a library to support the batch import of images.

Module 15: Managing deployment

In this module we'll learn about how to manage rich media types. Specific details will be on including bit rate throttling, blob cache, file upload size and how to manage large media files.

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