G e n er al Roles and Responsibilities – SharePoint I.T. Change and Problem Management The role of the Help Desk is to receive and record problem or change requests from the business staff, enter them into the Resolve tracking system, and assign the requests to support personnel or management for resolution
Under System Administration: tasks, documentation, policies like disaster recovery, hardware and change management Portal Administration: the same, but instead of geographic locations, the appropriate way to document releases and upgrades are discussed And content management appears under the extranet. Application usage skirts information management and concludes with an open call for volunteers to be SharePoint administrators (!): Site provisioning Site management Storage quotas Document management Content management For inspiration, I turned to my own library of SharePoint 2007 manuals that I bought beginning that year
When SharePoint Server 2010 is implemented in your environment, you’re not just implementing a simple document management or Web-based collaboration solution
Understanding and Overcoming Records Management Challenges So many organizations throughout the globe have not implemented successful records management initiatives because of the inherit difficulty applying retention policies to content
In the absence of an expensive "vendor management" system, the end to end process can seem like a chaotic dance of emails, paper, and documents
” SharePoint Validation Problem Areas – Best Practices Legacy markups & customizations can become a major issues in SharePoint 2007 to SharePoint 2010 Branding Migration efforts Silverlight Web Part(s) and where Microsoft is headed technologically (phasing Silverlight out) WebPartZone specific to SharePoint 2010 WebPartPage specific to SharePoint 2010 ImageField specific to SharePoint 2010 Rich Text Editor specific to SharePoint 2010 Silverlight Plugin Generator Problem SLPG doesn’t escape JavaScript code SLPG uses iframe to solve caching issue with Safari Solution Add comments before loading the JavaScript <script type="text/javascript"> //<![CDATA[ //]]> </script> This is meant to phase out the iFrame WebPartZones & SharePoint 2010 Problem Renders tables around Web Parts Adds non-existing attributes to Web Part’s div (HasPers, allowDelete, etc.) Solution Custom Control Adapter Override the rendering Drawbacks Breaks WPSC Web Part Pages and SharePoint Problem Renders hidden Web Part Zone using hidden input fields Input fields directly in the page instead of wrapped in a div Solution Custom Page Adapter Wrap the contents in a div ImageField and SharePoint 2010 Problem Uses HTML 4.01 to store the image value Solution In code: retrieve the value as ImageFieldValue and write the img tag yourself In XSLT: This is a more advanced area for skilled SharePoint Subject Matter Experts In-line Styles \ SharePoint 2010 Problem Using the style attribute is not allowed Solution Custom Page Adapter Regex replace Drawbacks Very expensive You may some lose branding/functionality CSS Styles and SharePoint 2010 Problem CSS validation returns errors Solution Replacing with your own CSS (Corporately Approved) Drawbacks Requires some serious customization and configuraton Rich Text Editor \ SharePoint 2010 Problem WAI:ARIA markup not in XHTML DTD Solution Custom Control Adapter Regex replace Drawbacks Expensive on large pages JavaScript Links Problem Links with href="javascript:" Solution Custom Page Adapter Regex rewrite of links Drawbacks Very expensive You may lose some functionality Key Lessons Learned Implementing web standards and accessibility in SharePoint 2010 is easier than in the previous release, SharePoint (MOSS) 2007 Plan for accessibility from the begining of the project – Get your roadmap and governance strategies for all areas in place Accessible branding is the key to success Be careful what you promise and vet it with SharePoint developers to ensure its possible Accessibility on the Internet doesmatter 508 Compliance is something that is becoming more critical everyday and auditors are looking for 508 Compliance issues I have been asked by a large number of clients over the last few months about this topic and felt that a quick reference guide to best practices would be helpful to the readers
Recent AIIM Research reveals that the rapid adoption rate for SharePoint has created confusion in many organizations regarding their future strategy for information management,particularly those with existing and established ECM (Enterprise Content Management), RM (Records Management) and BPM (Business Process Management) systems
The information is taken from various EPC Group best practices and our published online sources and as a result of hands-on testing of the of SharePoint 2010 and Visual Studio 2010. Source Code Management– Coding Considerations Platforms – Microsoft Office 2010, Visual Studio 2010, SharePoint Designer 2010 Features – Document Management/Records Management, User/Developer Communities, shared code/service repositories
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The real issue is to understand what problem you are trying to solve and if SharePoint alone will meet the need
Listening to Peggy and some of the vendors on the floor and speakers in the break-out sessions, I got the feeling that Document Content Information management might be gaining some traction in business, and I think I know why – people
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