sharepoint - from file shares to document libraries
DESCRIPTION
We all know SharePoint is a powerful platform with excellent Document Management features but do your end users agree? They have been working with folders and file shares for years and are hard to convince about the power of SharePoint. During this webinar I discussed my view about Document Management in SharePoint and what best practices people can use to convince those stubborn end users with their folders.TRANSCRIPT
From File Shares to Document Libraries
September 4, 2013
Introduction
There is more!
End-users &
File Shares
Story from the field
Talking points
Documents&
SharePoint
Questions
Who is Jasper Oosterveld?
Work and the SharePoint Community
File shares? OK!
Database Large video files BLOB
End-users and file shares
Familiar interface “Easy” to use
File shares & documents? No!
Versioning Custom metadata Offline access
Custom permissions
Restore deleted documents
Folder structure and new users
SharePoint to the rescue!
FoldersCustom metadata
&Views
Managed metadata Document Sets
Folders in SharePoint? Maybe…
Archive Explorer view
Migration Set default metadata
Folders? No No!
Unfriendly navigation
Duplication of documents
Undermines Search results
Time consuming to switch
But!
Pro
Demo
Custom metadata & views
Flexibility Improve Search results
Filter content Group by
Managed properties as refiners
Demo
Managed metadata
Taxonomy
Managed metadata
Managed metadata is awesome!
Taxonomy Folksonomy
Consistent use of metadata Term suggestions
Disadvantages
Confusing permission structure
No datasheet view support
SP2010Export to Excel
Demo
Document Sets
Looks like a folder! Welcome page
Custom metadata &
viewWorkflow
Minor issues
No check in/out Issues with RMWelcome page
per content type
Demo
Office Web Apps
Other advantages with document libraries
Workflow
Story from the field
Collaboration
Central location Take control in own hands
Document Management
Document Management
Versioning Metadata Templates
Training for the site owners
Doesn’t work!
Time Metadata versus folders
New approach!
Keep it simple
Document sets &
Managed Metadata
Questions & contact
@SharePTJasper
http://www.jasperoosterveld.com
http://nl.linkedin.com/in/jasperoosterveld
http://www.slideshare.net/sharepointjasper