how ecm has improved in sharepoint 2013 and what’s still missing
Post on 28-Jan-2015
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How ECM Has Improved in SharePoint 2013 and What’s Still Missing
Mike Ferrara
www.sharepointsummit.org
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About Mike
• 13+ years of experience with content management and system integration
• Drinking the SharePoint Kool-Aid since 2006• Specializes in legal document and content management• Located in Miami, FL• #SharePint enthusiast• @mikecferrara
www.sharepointsummit.org
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Agenda
SharePoint 2013 ECM Strategy
New ECM Features in SharePoint 2013
What’s Still Missing?
Demo
Q&A
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SharePoint 2013ECM Strategy
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Share More, Do More
• 2010 – ECM for the Masses• UX for Browser, PC and Phone• Combine classic ECM with social & collab.• Search based applications
• 2013 – Convergence & Usability• Usability now focused on the individual, team and
organization• Cloud plays a key role
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Borrowed Stolen Microsoft Marketing Material
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New ECM Features in 2013
• Bulk Metadata Update• Content Drag & Drop• Exchange Site Mailboxes• Improved Video Handling• Search Enhancements• CMIS Update• New E-Discovery Framework
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Bulk Metadata Update
Bulk edit MMSfields inline!
Advanced bulk edit options
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Exchange Site Mailboxes
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Improved Video Handling
• New Video content type• Video player page• HTML5 media player – works on most mobile browsers• Tagging, ratings, likes and views
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Improved Video Handling (cont.)
• Add thumbnail from video itself or upload your own• Support for renditions• Embed video with advanced options
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Search Enhancements
Play videos inline
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Search Enhancements cont.
Interactive refiners
Search Scopes
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Search Enhancements cont.
Inline document preview
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CMIS Update
• CMIS 1.0 now a feature that is natively available in SharePoint 2013• Much easier to deploy – just activate it! Real world example
Interact with SharePoint content from Adobe Bridge
No CodeSolution
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E-Discovery
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eDiscovery 101
• eDiscovery = electronic discovery = mass confusion• Defined: Discovery is the term used for the initial phase of litigation
where the parties in a dispute are required to provide each other relevant information and records, along with all other evidence related to the case.
• 2006 – New US federal rules codifying the requirement to provide electronic information and records or ESI.
• Increasing attention from Canadian firms as courts impose sanctions for non-compliance
• Due to these changes – highly developed vendor landscape offering many different solutions
• Many grey areas, but courts serious about eDiscovery plans• Why should you care?
Because lawyers and lawsuits are scary!
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You could lose your job!
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eDiscovery??
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eDiscovery Reference Model
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eDiscovery Case Site
All the above available in Office
365!(Enterprise E3)
DEMO
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What’s Still Missing?
• Document ID limitations• Can only configure a prefix OOTB• IDs are technically only unique within the same site collection• Unfriendly format• Workaround: Custom SQL database + farm solution
• No explicit deny on a granular level• Deny is mainly only available at the web app/SC level• Requires too many steps by the user• Workaround: Custom API development or 3rd party DMS solution
• E-Mail Management limitations• Simplistic save method – cannot pick content type/metadata• Profiled e-mails don’t automatically capture e-mail metadata (To, From, etc.)• No “Send and save” feature• Workaround: 3rd party E-mail Management App – there are several out there with
varying feature sets
Denying access is this complicated??
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What’s Still Missing (cont.)
• Limitations to new eDiscovery features• Requires SharePoint/Exchange/Lync 2013 for legal holds• Legal holds only preserve the current version at the time of
preservation• Missing key advanced TAR functions – predictive coding, predictive
analytics, clustering, etc.• Workaround: Use 3rd party eDiscovery product or wait for vendors to
extend OOTB SP 2013 eDiscovery features
• Limitations to CMIS• Not yet available in Office365
Q&A
Please rate this session!Fill out the survey and get a chance to win a Surface
Thank you for your attention!This presentation will be available on the Toronto
SharePoint Summit web site a few days after the event.
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