Contents

About the Author

About the Technical Reviewer

Acknowledgments

Introduction

images Part 1: Planning and Analyzing Your Information Life Cycle

images Chapter 1: Overview of Enterprise Content Management

Understanding the Value of Enterprise Content Management

What Is Enterprise Content Management?

Enterprise Content Management Concepts

Document Management Concepts

Security Management Concepts

Business Process Management Concepts

General Information Management Concepts

Transitory Content vs. Official Records

Understanding the Content Life Cycle Model

Comparing ECM Costs and Value

Approaching an ECM Program

Wrapping Up

images Chapter 2: SharePoint 2013 Enterprise Content Management Features

Overview of SharePoint 2013

Relating SharePoint Capability Areas to Each Other

Understanding the SharePoint Site Architecture

SharePoint Site Types

SharePoint List and Library Types

SharePoint 2013 ECM-Specific Features

Overview of the SharePoint Infrastructure

Wrapping Up

images Chapter 3: Analyzing Your Information Life Cycle

Applying the Content Life Cycle Model

Building an Inventory of Your Organization’s Content

Analyzing Your Content-Related Business Processes

Diagramming Your Business Processes Using Microsoft Visio

Identifying Your Information Security Needs

Documenting Your Content Life Cycle Requirements

Wrapping Up

images Chapter 4: Designing Your Information Architecture

Understanding Information Architecture

Analyzing Your Information Architecture

Creating a Data Dictionary

Facilitating a Card Sort to Organize Information

Building Your Information Architecture

Implementing Your Enterprise Taxonomy Design

Designing Your Site Structure

Designing Your Navigation

Wrapping Up

images Part 2: Managing Your Transitory Content

images Chapter 5: Configuring SharePoint for Your Collaboration Content

Understanding Collaboration

Liberating Collaboration

Designing a Site Creation Process

Configuring Self-Service Site Creation

Designing Your Content Containers

Identifying Your Document Management Needs

Configuring Document Columns

Enabling Document Versioning

Requiring a Check Out for Document Edits

Managing Document Alerts

Associating Document Workflows

Setting a Document Template and the Information Panel

Managing Document Information Management Policies

Reviewing Audit and Usage Reports for Site Content

Inside Story: Notes from the Field

Wrapping Up

images Chapter 6: Classifying and Organizing Your Content

Organizing Content

Understanding Content Types

Analyzing and Designing Content Types

Implementing Content Types

Understanding and Configuring Document Sets

Configuring Your Enterprise Content Type Hub

Windows Workflow Foundation Overview

Creating Content Life Cycle Workflows

Optimizing Databases with Remote BLOB Storage

Wrapping Up

images Chapter 7: Publishing Your Web Content

Overview of Web Content Management

Analyzing Your WCM Requirements

SharePoint 2013 WCM Features

Creating and Configuring a Publishing Portal

Configuring a Publishing Approval Workflow

Managing Content Deployment Settings

Configuring Cross-Site Collection Publishing

Wrapping Up

images Chapter 8: Designing Your Electronic Form Processes

Types of Forms in Organizations

Paper Forms vs. Electronic Forms

Modeling Paper Form Processes

Analyzing and Designing Form Processes

Overview of InfoPath 2013

Building Electronic Forms in InfoPath

Overview of SharePoint Designer 2013

Workflow Actions in SharePoint Designer

Building Approval Workflows in SharePoint Designer

Inside Story: Notes from the Field

Wrapping Up

images Part 3: Designing Your Information Discovery

images Chapter 9: Implementing Enterprise Search

The Importance of Search

Understanding Enterprise Search

SharePoint Search Architecture Overview

Analyzing Your Enterprise Search Requirements

Administering an Enterprise Search Service

Configuring Search Content Sources

Configuring Crawl Rules

Configuring Result Sources

Configuring Query Suggestions

Building an Enterprise Glossary

Configuring Query Rules

Wrapping Up

images Chapter 10: Planning Social Computing

Understanding Social Computing

Overview of Social Computing Capabilities

Analyzing Your Social Computing Requirements

Deploying a People Search

Managing My Site Features

Managing Profile Properties and Synchronization

Promoting a Site

Configuring Audience Targeting

Creating a Personal Blog

Wrapping Up

images Chapter 11: Managing eDiscovery and Discovery Cases

Overview of eDiscovery

SharePoint 2013 eDiscovery Features

Creating and Configuring an eDiscovery Portal

Creating and Managing Discovery Cases

Exporting and Packaging Content

Wrapping Up

images Chapter 12: Securing Your Content

Overview of Security

Threat Modeling

Analyzing Your Information Security Requirements

Configuring SharePoint Groups and Permissions

Configuring Web Application User Policies

Understanding Rights Management Service (RMS)

Configuring RMS in SharePoint

Inside Story: Notes from the Field

Wrapping Up

images Part 4: Designating and Managing Your Records

images Chapter 13: Designing Your File Plan

Overview of File Plans

Creating a Content Classification Index

Sample Content Classification Index

Designing Your File Plan

Understanding Disk Storage Options

Identifying Different Archive Formats

Inside Story: Notes from the Field

Wrapping Up

images Chapter 14: Implementing Your Records Repository

Overview of Records Repositories

Planning Your SharePoint Records Repository

Creating and Configuring Your Records Center

Configuring Record Routing

Configuring Send To Connections

Designing Workflows to Process Records

Auditing and Reporting on Your Records

Wrapping Up

images Chapter 15: Managing Record Retention and Disposition

Identifying Your Record Retention Requirements

Planning the Life Cycle of Records

Modeling Record Disposition Workflows

Configuring Record Disposition Workflows

Configuring a Retention Policy

Wrapping Up

images Chapter 16: Integrating with Other Records Repositories

Understanding Requirements for Integration

Planning a Document Imaging Solution

Interfacing with External Records Repositories

Extending SharePoint 2013 Records Management

Wrapping Up

Index

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