how ecm has improved in sharepoint 2013 and what’s still missing
DESCRIPTION
Enterprise content management is constantly evolving and SharePoint 2013 has a few new tricks up its sleeve to satisfy the appetites of end users and IT professionals alike. In this session you’ll see these new features in action and how you can take advantage of them in your own environment. I’ll showcase the new drag and drop capabilities, Exchange site mailboxes, the new eDiscovery Center and a few other cool things. Finally, I’ll take a step back and review some of the missing ECM features that still haven’t made it into SharePoint, and how you might be able to work around these shortcomings.TRANSCRIPT
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
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Thank you for your attention!This presentation will be available on the Toronto
SharePoint Summit web site a few days after the event.