Synopses & Reviews
Create successful records management solutions from the startBuilding effective records management solutions on the SharePoint platform requires a comprehensive development strategy that integrates out-of-the-box components (document libraries, content types, and information policy) with more specialized custom components that can be applied at any stage of the content lifecycle. This helpful book introduces content modeling as an integral part of the development process and guides you through the creation of a reusable set of enterprise content management components that are designed specifically for records management.
Shows you how to quickly create and manage information policies to control document retention, build custom routers, manage electronic mail records, and more
Walks you through creating executable file plans that can be applied to multiple records management scenarios
Introduces invaluable techniques for setting up an effective records management development environment
Addresses methods for ensuring that incoming records have valid content and metadata
Reviews building a custom workflow activity library with built-in support for records management
Offers advice for installing and configuring the DoD 5015.2 Addon Pack and demonstrates how to use it to deploy DoD 5015.2 compliant solutions
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Synopsis
While there are a growing number of books that describe the mechanics of creating workflows using Windows Workflow Foundation (WF), there is a significant gap in the market for a rigorous workflow design methodology. This is especially true when applying WF to create enterprise content management (ECM) solutions on the Office SharePoint Server platform. In addition to knowing
howto build workflow solutions, developers need a better understanding of
whatto build for any given scenario.
This book will introduce a workflow modeling technique called Role/Activity Modeling that simplifies the design of complex workflows by first identifying the roles and responsibilities assigned to the people involved in a given business process and then mapping the individual tasks that must be performed in order to fulfill those responsibilities to specific design patterns. Content is seen as the primary driver for the performance of any given task. Once identified, content types are used to encapsulate and extend custom WF activities which then become the building blocks for constructing workflows either declaratively (using SharePoint Designer 2007) or programmatically (using Visual Studio 2008).
Important Topics Covered:
Understanding How Content Drives Business Processes
Identifying Common Workflow Design Patterns
How to Design Workflows for Specific Problem Domains
Building Custom Workflow Activity Libraries
Creating Reusable Workflows using Visual Studio 2008
Synopsis
The practical advice in Professional Enterprise Content Management for Microsoft Office SharePoint Server 2007will help you better understand and apply the four “pillars” of Enterprise Content Management: document management, records management, electronic forms and web content management. Review common document management scenarios that explain how you can collaborate effectively on the construction of a complex document and control access to the document content after it has been distributed. Learn everything about effective Enterprise Content Management from chapters that cover records management, electronic forms and WCM.
Synopsis
Unique guide to records management methodologies for Microsoft Office SharePoint Server 2007
There may be books available on how to develop solutions for Microsoft Office SharePoint Server 2007, but this is the first book to provide step-by-step guidance for designing and building records management solutions on the SharePoint platform. You'll learn the five core services of any records management system-confidentiality, information integrity, high availability, adherence to policy, and audit ability-then explore the tools and techniques needed to implement them in SharePoint.
The book helps you understand official records in the context of day-to-day collaboration and regulatory compliance; you'll also learn how to design extensible Windows Workflow Foundation (WF) components with records management as the central focus.
- Reviews Office SharePoint Server and how it provides a solid foundation for managing official records using specially constructed web sites and custom components
- Discusses the "File Plan", which describes where each record is stored, how long it is kept, and the manner and conditions under which it is destroyed
- Shows you how to apply the powerful features of the SharePoint platform to convert collaborative documents into managed files in a record center site
- Addresses best practices for creating records repositories, developing file plans to identify official records, controlling the creation and distribution of records using custom content types and information policy components, and more
- The companion Web site includes downloadable code modules you can use as a starting point for building real-world records management solutions on the SharePoint platform
If you're a programmer, software architect, business analyst, or IT professional working in SharePoint, you'll want this unique book on your shelf.
About the Author
John Holliday is an independent consultant and Microsoft MVP for Office SharePoint Server 2007 with more than 25 years of professional software development and consulting experience.
Table of Contents
Introduction.
Chapter 1: Official Records.
Chapter 2: Preparing for Records Management Development.
Chapter 3: SharePoint Tools for Managing Records.
Chapter 4: The MOSS 2007 Records Center.
Chapter 5: Building and Configuring a Records Repository.
Chapter 6: Populating the Records Repository.
Chapter 7: Information Management Policy.
Chapter 8: Information Policy and Record Retention.
Chapter 9: Information Policy and Record Auditing.
Chapter 10: Managing Physical Records.
Chapter 11: Suspending Record Processing Using Holds.
Chapter 12: Building and Deploying Custom Routers.
Chapter 13: Maintaining Record Integrity.
Chapter 14: Managing Electronic Mail Records.
Chapter 15: Using Workflow to Manage Records.
Chapter 16: The DoD 50152 Add-On Pack.
Index.