[...]... Imaging Electronic Documents COLD /Enterprise Report Management Business Process Management/ Workflow ECM Components Capture Paper Office Documents E-mail Reports Electronic Forms Other Sources Store and Preserve Software Hardware and Media Technologies Cloud Management Components Document Management Web Content Management Business Process Management and Workflow Records Management Collaboration Delivery... Organizer Records Management Digital Asset Management Web Content Management Summary 27 28 28 28 28 28 29 29 29 29 29 30 PART II: PILLARS OF SHAREPOINT ECM CHAPTER 3: DOCUMENT MANAGEMENT What Is Document Management? Microsoft SharePoint As a Document Management System Document Taxonomy Document Libraries The Document Library Programming Model Columns The Column Programming Model Content Types The Content Type... Kelly, and the content and technical editors who I worked with on this project It was a pleasure — Russ Houberg ffirs.indd xiii 8/9/2011 11:16:45 AM Kitta ffirs.indd V3 - 07/21/2011 Page xiv ffirs.indd xiv 8/9/2011 11:16:45 AM Kitta ftoc.indd V3 - 07/21/2011 Page xv CONTENTS INTRODUCTION xxix PART I: INTRODUCTION TO ENTERPRISE CONTENT MANAGEMENT CHAPTER 1: WHAT IS ENTERPRISE CONTENT MANAGEMENT? Introduction... Metadata Spectrum of WCM in 2010 The SharePoint Server Publishing Infrastructure Templates Features Security Approve Permission Level Manage Hierarchy Permission Level Restricted Read Permission Level Groups Content Types Content Content Types Infrastructural Content Types Site Content The Anatomy of a Page Master Pages Page Layouts An Exercise with Taxonomy and Layouts Metadata Content Query Web Part... 226 227 227 232 233 233 233 234 The Content Authoring Process 235 Authoring Web Content Using the Content Organizer Content Deployment Workflow 235 238 238 239 Enterprise Wikis Other Major Considerations 239 240 Branding Navigation and Search Targeting Global Users Reporting and Analytics Summary CHAPTER 8: RECORDS MANAGEMENT What Is Records Management? Why Records Management Is Important 240 240 241... SharePoint 2010 Identifying Content for Migration Extracting Content from the Source System File Shares 453 453 454 455 458 460 462 465 467 469 470 470 470 470 xxvi ftoc.indd xxvi 8/1/2011 5:29:01 PM Kitta ftoc.indd V3 - 07/21/2011 Page xxvii CONTENTS Internally Developed Document Management Solutions Other Legacy Document Management Solutions Preparing Content for Importing Setting the Content Type... 07/21/2011 Page xxii CONTENTS Microsoft SharePoint as a Records Management System Records Management Planning Identifying Roles Analyzing Content Developing a File Plan Designing a Solution Compliance and SharePoint Managing Records Recordization In-Place Records Management Records Center Content Organizer Workflow in Recordization Programming Model for Recordization Information Management Policy Configuring... 07/21/2011 Page xvi CONTENTS CHAPTER 2: THE SHAREPOINT 2010 PLATFORM A Brief History of SharePoint SharePoint 2010 17 18 18 Capability Categories Sites Composites Insights Communities Content Search SharePoint Concepts Architecture Development Concepts 19 19 19 20 20 21 21 21 23 26 ECM in SharePoint 2010 27 Managed Metadata Ratings The Content Type Hub Search Workflow Document Sets Document IDs Content Organizer... SharePoint Portal Server 2003, making their fi rst true move into enterprise content management (ECM) It may not be a stretch to say they also created an entirely new technology space: collaborative document management Seven years later, Microsoft launched the fourth version of SharePoint Services, now known as SharePoint Foundation (MSF), and the new server product is now called Microsoft SharePoint Server (MSS)... the ECM features of SharePoint 2010 This part of the book explores document management, workflow, collaboration, search, web content management, records management, digital asset management, document imaging, electronic forms with InfoPath, and scalable ECM architecture You can use these chapters as a reference when you later deploy your own ECM technologies with SharePoint 2010 Part III, “SharePoint ECM . 07/21/2011 Page xv CONTENTS INTRODUCTION xxix PART I: INTRODUCTION TO ENTERPRISE CONTENT MANAGEMENT CHAPTER 1: WHAT IS ENTERPRISE CONTENT MANAGEMENT? 3 Introduction. . . . . . . xxix  PART I INTRODUCTION TO ENTERPRISE CONTENT MANAGEMENT CHAPTER 1 What Is Enterprise Content Management? . . . . . . . . . . . . . . .