Managing Enterprise Content

These are the topics covered in Enterprise Content Management (Keep in mind that Enterprise Content Management (ECM) is not the same as Web Content Management (WCM), but WCM is infact a part of ECM.)

 


1. Enforce document storage business rules by using Document Policy.

1.1 Create a custom document policy.

Check out this posts from Ton Stegeman:

  • Part 1 – introduction and creating the policy feature
  • Part 2 – implementing the handler and submitting to a records center
  • Part 3 – implementing and testing the policy

1.2 Deploy a document policy by using a policy feature.

This is already disucssed in the links above.  Make sure that Feature reciever is properly understood.

1.3 Specify logic for a document policy by using a policy resource.

1.4 Manage document retention rules by using the expiration feature policy.

MSDN : Creating a Custom Expiration Formula Based on Metadata in SharePoint Server 2007 - Part 1 and Part 2

1.5 Launch a workflow when a document expires.

This is the MSDN howto that explaings not just how to launch the workflow when a document expries, but also how to write a custom workflow to archive the document. 

Creating Workflows to Transfer Records Upon Expiration in SharePoint Server 2007


2. Audit Windows SharePoint Services content by using a custom policy.

Manage records by using Office SharePoint Server 2007 record management features.

2.1 Create a custom file plan.

2.2 Create a custom audit report.

This and pages under it are slim but official resource, Create reports.  For more detailed dive into creating and binding the reports see this page with a working example.  There is quite a bit of information about this is MOSS 2007 SDK 1.4, and its worth checking it out.

2.3 Create a custom file submission.

2.4 Create a custom legal hold. 


3. Create content by using the Office SharePoint Server 2007 Web content management features.

3.1 Extend the Page Authoring toolbar.

3.2 Create pages dynamically.

3.3 Modify page layout by using content placeholders.

3.4 Create a custom field control.

3.5 Localize a site by using resource lists.


4. Deploy content between servers.

 


5. Provide variations of Web content.

5.1 Redirect a user to a variation based on profile settings.

5.2 Launch a workflow when an event occurs in a primary variation.