Enterprise Information ManagementWITH SHAREPOINT SERVER 2013

WHY EIM?• Structured

• Unstructured

• Semi-Structured

60% CAGR

AGENDA• Big Ideas (EIM, ECM, IG)

• Organization

IA MetaData

Content Types

Site Structure

WCM Navigation

Content Organizer IRM

IM Policies

Audiences

EIMthe focus of EIM is the ability of organizations to capture, manage, preserve, store and deliver the right information to the right people at the right time.

Capture

Manage

Preserve

Deliver

ECMEnterprise Content Management (ECM) is the strategies, methods and tools used to capture, manage, store, preserve, and deliver content and documents related to organizational processes

ECM

WCM

Document Managem

ent

DAM

Search

IG

MDM

IGInformation Governance: It’s about Accountability

Everyone recognizes the need for IG, but no one wants to be ultimately responsible for it.

• FORBES.com

OrganizationTOOLS AND TECHNIQUES

IAdescribes the structure of a system, the way information is grouped, the navigation methods and terminology used within the system

IA: Information ArchitectureOrganiz

ation System

s

Farms

Managed Paths

Site Collections

Sites

Site Templates

Navigation

Top Navigation

Quick Launch

Breadcrumb

Local Navigation

Search

Core Content

Document

Libraries

Lists

External Data

Search Index

MetaData

Fields/Columns

Library Templat

es

Content Types

Term Store

• Create IA Upfront; Implement Iteratively

• RISKS• Decreased Usability and

Findability

• Performance and reliability Issues

• Lack of User Adoption

• Costly Future enhancements

SitesStructure and Templates

Metadata

• Managed MetaData Service Application• It enables the use of managed metadata. • A hierarchical collection of centrally managed

terms that you can define, and then use as attributes for items

• It allows you to share content types across site collections and Web applications.

• Term Store: Terms divided into two types• Managed Terms

• Enterprise Keywords• a single, non-hierarchical term set that is

named the keyword set

Data about Data

ˈmetəˌdatə, -ˌdātəMETADATA

Content Types• Content Type Hub

• Inheritance

ORG

Finance

Expense Report

Human Capital

Leave Request

IT Service Doc

Account Request

System Design Document

IM Policies

Retention

• define retention stages, with an action that happens at the end of each stage. 

Auditing

• feature logs events and operations that are performed on documents and list items.

Labeling

• specifies a label to associate with a type of document or list item. Labels are searchable text areas that SharePoint generates based on properties and formatting that you specify

Barcode

• enables you to track physical copies of a document by creating a unique identifier value for a document and inserting a bar code image of that value in the document.

WCM

• Cross Site Publishing

• Managed Navigation• Local term set is used to hold the navigation

settings

• Category Pages

• Content Search Web Part

• Refiners and Faceted Navigation

Web Content Management

Content Organizer

IRMInformation Rights Management

Audiences

QuestionsENTERPRISE INFORMATION MANAGEMENT (EIM)

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