Arno Nel 2.0

Sharepoint 2007: Document/Records Management resource list V0.1

Planning

• Plan document management
  • Chapter overview: Plan document management
  • What is document management?
  • Identify document management participants and stakeholders
  • Analyze document usage
  • Plan document libraries
  • Plan content types (Office SharePoint Server)
  • Plan workflows for document management
  • Plan content governance
  • Plan information management policies
  • Plan enterprise content storage
• Plan records management
  • What is records management?
  • Identify records management roles
  • Develop the file plan (Office SharePoint Server 2007)
  • Design the records repository site (Office SharePoint Server 2007)
  • Plan how records are collected (Office SharePoint Server 2007)
• Worksheets
  • Analyze document usage worksheet
  • Content type worksheet
  • Document libraries worksheet
  • Document library for retaining records worksheet
  • Document management stakeholders and participants worksheet
  • Record categories worksheet
  • Records management stakeholders and participants worksheet
  • Records routing table worksheet

Document Management

• Create a Translation Management Library
• Content Types: Official Documentation
  • Create or edit a custom Document Information Panel for a content type
  • Turn on support for multiple content types in a list or library
  • Create a site content type
  • Introduction to content types
  • Change a content type for a list or library
  • Change a site content type
  • About publishing-enabled content types
  • Change the workflow settings for a site content type
  • Add an existing content type to a list or library
  • Introducing Content Types for Windows SharePoint Services Virtual Lab 
• Content Types: Community Documentation
  • What are Content Types? (by Martin Kearn) 
  • What are Content Type IDs? 
  • What are Content Types? (by Ted Pattison)
  • Creating & Using Site Columns in WSS [Webcast]
  • Creating & Using Content Types in WSS [Webcast] 
• Workflow: Official Documentation
  • Introduction to workflows 
  • Add or change a workflow for a list, library, or content type 
  • Use a Disposition Approval workflow 
  • Use a Collect Feedback workflow 
  • Use a Three-state workflow 
  • Use a Collect Signatures workflow 
  • Use a Translation Management workflow 
  • Use a workflow to manage content approval for a library 
  • Use an Approval workflow
• Versioning: Official Documentation
  • Introduction to versioning 
  • Enable and configure versioning for a list or library 
  • Check out and edit a file 
  • Check in a file 
  • Require check-out for files in a library 
  • Undo check-out and discard changes to a file 
  • Specify who can view drafts 
  • View the version history of an item or file 
  • Restore or delete a previous version of an item or file 
  • Copy a file to another library 
  • View or change the information about a file or folder in a library 
  • Specify a Send To destination for a library 
  • Use a workflow to manage content approval for a library

Records and Information Management

• Information Management: Official Documentation
  • Create an information management policy for a site collection 
  • Change or remove an information management policy 
  • Share information management policies between site collections 
  • Configure features of an information management policy 
  • Introduction to information management policies 
  • Exempt an item or document from an expiration policy 
  • Insert a barcode or label into a document 
  • Search for a document or item by using its barcode or label 
  • Specify information management policies for a list, library, or list content type 
  • View the information management policy statement for a document 
  • View the barcode information for a document or item 
  • View the label information for a document or item
• Records Management Official Documentation
  • Apply Information Rights Management to a list or library
  • Records Centre:
    • Introduction to the Records Center site 
    • Configure a Records Center to accept content from other sites 
    • Add records to the Record Routing list 
    • Manually send a document or item to the Records Center 
    • Create a hold to suspend records
• Records Management Community Documentation
  • Records Management Feature: Content Types
  • Records Management Feature: Document Information Panel
  • Records Management Feature: Information Management Policies (Part I)
  • Records Management Feature: Information Management Policies (Part II)
  • Records Management Feature: Expiration Policies
  • The Business Side - Overview of RM Policy and Implementation Challenges
  • The Business Side - Know the Regulations and Know your Organization
  • The Business Side - Make sure the policy is broad, yet specific
  • Records Management Feature: Auditing
  • Records Management Feature(s) – Barcode and Labeling Policies
  • Records Management Feature -- Declaring Records in SharePoint Sites

Some more Sharepoint/Office webcasts

SharePoint Security from Service Accounts to Item-Level Access (Level 200)

A "First Look" at Five Important Features in Microsoft Office Word 2007, Excel 2007, and PowerPoint 2007 (Level 100)

An In-Depth Look at SharePoint Server 2007 Search Technology (Level 200)

Disaster Recovery Planning for Office SharePoint Server 2007 (Level 200)

Firefox Addon (Extension) for Windows Live Writer - Live Writerfox

IE 7 RC1 available

You can read more details about the changes at the IE Blog, or you can just go download it here.

Webcast: Building Collaborative Applications Without Code Using Office SharePoint Designer 2007

"Learn how to use Microsoft Office SharePoint Designer 2007 to build productive and efficient solutions on Microsoft SharePoint Products and Technologies. In this webcast, we explain how you can use SharePoint Designer 2007 to create and deploy interactive Web solutions on the SharePoint platform—without writing any code. We also describe how to build reporting and tracking applications and collaborative workflows, and show you how to customize Microsoft Windows SharePoint Services application templates."

Get it here

Technorati: Sharepoint, Office

Great Hacks for "My Computer"

This is a great hack that i originally read from Download squad, which points to LifeHacks, which points to Tech-Recipes.....hehe
It basically allows you to add more items to your "My Computer" through some registry additions.

• Download Squad entry
• LifeHacks entry
• Tech-Recipes entry

Technorati: Microsoft, Hacks

Del.icio.us

How many people in the South African community are using del.icio.us? I dont save 1 Favorite/Bookmark in my browser anymore. Everything is stored on del.icio.us. I use the Foxylicious Firefox extension to import my bookmarks into Firefox.

If you are not sure what del.icio.us is, check out this beginners guide.
Some handy tools to use with del.icio.us: del.icio.us A-to-Z by Functions : All 150+ hacks.

Please can everyone on Dotnet.org.za, Sadev etc post their del.icio.us usernames in the comments so we can build a kewl network. I am arnonel on del.icio.us,  I have 8 people in my network,  Add me to your network

Get your network badge for your blog here: network badge , or use this useful JSON script: here

Enterprise Content Management Starter Kit

Sorry if this has already been posted somewhere on the blogoshpere.

"The Enterprise Content Management (ECM) Starter Kit for 2007 Office System (Beta 2) contains ECM feature extension code samples, supplemental developer white papers, and Microsoft® Visual Studio® project templates for workflow in Microsoft Office SharePoint® Server 2007 (Beta 2 version)."

Get all the bits here

Technorati: Sharepoint, Office, Content+Management, CMS

Microsoft Zune Picture

Gizmodo has managed to use his connections to get the scoop on the new Microsoft Zune device.

Check out all the details here

Technorati: Zune

Control Content and Steamline Process with Office 2007

Another Office 2007 webcast out this morning : Microsoft Office System Webcast: Experience the 2007 Microsoft Office System (Part 3 of 3): Control Content and Streamline Processes (Level 100).

Get it here

Technorati: sharepoint, office+2007

Sharepoint 2007: The form cannot be displayed because the session state is not available

In MOSS2007, if you are creating/editing workflows and you get this error "The form cannot be displayed because the session state is not available", try addind this to the config:

<add name="Session" type="System.Web.SessionState.SessionStateModule"/> under httpmodules

Themed Fonts

This is brilliant, you can download fonts that were used in movies etc. A few examples below:

Make youre own Web2.0 Logo

Try it here

More Office System Webcasts

MSDN Webcast: Developing, Deploying, and Hosting Rich Office InfoPath 2007 Client and Browser Forms.

They Say:
"Did you know that you can design a single Microsoft Office InfoPath 2007 form for both the rich client and for the browser? This webcast presents this design-once process, provides best practices for debugging and deployment, and explains how to improve forms performance and scalability. Join us to learn about hosting the InfoPath 2007 rich client in other applications, tightly integrating InfoPath 2007 forms into Web pages, and using the hosted form control to build powerful but easy-to-use solutions."

View it here

Technorati: Sharepoint, Infopath, Office

Microsoft Office System for Architects

I dont know if this MSDN site is new or if i just never saw it before. 

They Say:
"With the 2007 Office System, Microsoft Office has evolved beyond a productivity suite into a unified solutions platform that makes enterprise data and processes more accessible and relevant to users. Composed of clients, servers, services, and tools, it provides a single infrastructure for communication and collaboration, business intelligence, and content management solutions. This site brings together relevant ideas, concepts, and best practices to aid architects in designing and building applications using the Microsoft Office System."

Check on the article on Office Business Applications

tags: Sharepoint, Office, Microsoft