ECM in SharePoint

2013
Vesa Juvonen
Principal Consultant
Microsoft

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Enterprise Content Management

Create

Control

Protect

Create and organize

content easily with the
help of relevant
discovered information

Manage content policy,

information architecture
and taxonomy

Reduce risk and manage

compliance with
centralized eDiscovery
tools

Personal
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Team

Organization

Unified Discovery across Exchange,

SharePoint and Lync

Find it all in one place (unified console)

Find more (in-place discovery returns the richest data)
Find it without impacting the user (Give legal team
Discovery Center in
Unified Preserve, Search and Export
discovery, SharePoint
leave IWs alone)

Exchange Web Services

Connect to Exchange to get mailbox data

Lync Archiving to
Exchange

Exchange is the compliance store for Lync

Search Infrastructure

Exchange and SharePoint use the same search

platform

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eDiscovery Architecture
Mailboxes

Lync IMs

Exported data
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All SharePoint
content

Central Place to view all Cases

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Add, Manage & Export Discovery Sets

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Site Based Compliance &

preservation
Compliance officers create
policies, which define:
The retention policy for the entire site and the

site mailbox, if one is associated with the site.

What causes a project to be closed.
When a project should expire
Can set also site collection as read only

Policy also available

optionally from self site
creation
Policies must be replicated from content

type hub cross enterprises

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eDiscovery and Site

Policies

Demo
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Site mailboxes
Exchange and SP
Documents are stored in SharePoint
together
Emails are stored in Exchange

Site mailboxes can receive emails and

have their own email address
Easy access to both from Outlook and
SharePoint
Unified compliance policy applies to both

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Site mailbox architecture

Site Mailbox

Membership

Owners
Members

IW Views

Outlook
SharePoint

Shared Storage
Exchange 2013

Management

SharePoint Farm

Provisioning
Lifecycle
Exchange Site
SharePoint Site
Mailbox
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Same view from SharePoint

and Outlook

2012 Microsoft Corporation. All rights reserved.

Site mailboxes

Demo
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Document Set Improvements

Support for OneNote notebooks

Document set icon in search results
Folders supported

Support for easier aggregation

Client side and Server side API improvements

Versioning improvements*

CBS & CBQ web parts understands document sets

Better developer support

Also for default documents set for document set

Capture full document set as version

Search directly in
document set

2012 Microsoft Corporation. All rights reserved.

 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be
interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR
STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.