Designing a Microsoft SharePoint 2010 Infrastructure Vol 2 part 9 pptx

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Planning Enterprise Content Management 10-61
f Task 2: Activate and configure the Content Organizer feature
1. In the intranet.contoso.com/sites/docs site, activate the Content Organizer
feature.
2. In the intranet.contoso.com/sites/hrdocs site, activate the Content Organizer
feature.
3. In the intranet.contoso.com/sites/hrdocs site, in Content Organizer Settings,
enable Folder Partitioning, and ensure that subfolders are created if a target
location has too many items in it.
4. Copy the Submission Points Web service URL to the clipboard.

f Task 3: Create a new Send To connection
• In SharePoint 2010 Central Administration, create a new Send To connection
by using the information in the following table.
Option Value
Display name HR Docs Content Organizer
Send To URL />asmx
(You can paste this from the Clipboard.)

f Task 4: Create a new Content Organizer rule
• In the intranet.contoso.com/sites/docs site, create a new Content Organizer
rule by using the information in the following table.
Option Value
Name Move Contoso Document items to HR Docs
Content type -
Group
Contoso Content Type
Content - Type Contoso Document
Property-based
conditions -

Property
Contoso Department
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10-62 Designing a Microsoft® SharePoint® 2010 Infrastructure
Option Value
Property-based
conditions -
Operator
Is equal to
Property-based
conditions -
Value
HR
Target Location HR Docs Content Organizer

f Task 5: Test the new Content Organizer rule
1. Create two text documents on the desktop called HR Doc and Non-HR Doc.
Ensure that you add some basic text to these two documents because the
upload process will not work otherwise.
2. Navigate to the Docs Drop Off Library, and then submit the HR Doc
document, specifying HR as the Contoso Department.
3. Navigate to the Docs Drop Off Library, and then submit the Non-HR Doc
document, specifying Marketing as the Contoso Department.
4. Verify that the Content Organizer rule moves the HR Doc document to the HR
Docs drop off library and leaves the Non-HR Doc document in the Docs drop
off library.

Exercise 3: Configuring Retention Policies and Records
Management
Scenario

Before implementing your content management plan in your production
environment, you need to configure and test some parts of the ECM design by
using the information in the ECM Business Requirements document and the
SharePoint 2010 ECM Planning worksheet.
The main tasks for this exercise are as follows:
1. Configure information management policy settings for document retention on
a content type.
2. Activate and configure the In Place Records Management feature.

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Planning Enterprise Content Management 10-63
f Task 1: Configure information management policy settings for
document retention on a content type
• In the intranet.contoso.com/sites/docs site, configure the information
management policy settings for document retention for the Contoso
Document content type by using the information that the SharePoint 2010
ECM Planning Worksheet – Solution.xlsx file provides.

f Task 2: Activate and configure the In Place Records Management
feature
1. In the intranet.contoso.com/sites/docs site, activate the In Place Records
Management feature.
2. Configure the record declaration settings to allow record declaration in all
locations.
3. Change the Non-HR Doc document to a record.


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10-64 Designing a Microsoft® SharePoint® 2010 Infrastructure
Module Review and Takeaways

Review Questions
1. What are the main differences between SharePoint documents and records,
and how they should be managed in your enterprise content management
plan?
2. What are the three key caching and performance aspects of SharePoint Server
2010 that must be considered as part of your planning for Web content
management?
3. When planning for using document sets, what are the limits for the number
and size of documents in a set that you must consider in your plan?
4. When you are planning for branded items, which must be the same across
your site collection, which SharePoint Server 2010 feature should you
consider?


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Planning Enterprise Content Management 10-65
Best Practices Related to Enterprise Content Management
Supplement or modify the following best practices for your own work situations:
• If you plan to use the asset library to store and serve audio and video files to
users, you should enable the disk-based BLOB cache and Bit Rate Throttling
options to provide better performance.
• Use the Document ID feature to attach unique identifiers to your users’
documents so that they can find them more easily irrespective of the
documents’ current location.
• If the site collection that you are deploying contains large files, ensure that the
temporary storage locations for these files on both the source server farms and
the destination server farms have enough space to store the files.
• Use the new Content Organizer feature to create metadata-based rules to
automatically route documents to different libraries and folders.

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Planning a SharePoint 2010 Implementation of a Business Intelligence Strategy 11-1

Module 11
Planning a SharePoint 2010 Implementation of
a Business Intelligence Strategy
Contents:
Lesson 1: Overview of Business Intelligence Principles 11-4
Lesson 2: Planning Data Access by Using BCS 11-14
Lesson 3: Planning SharePoint 2010 Business Intelligence Solutions 11-26
Lesson 4: Planning for Reporting and Presentation 11-44
Lab: Planning a SharePoint 2010 Implementation of a Business
Intelligence Strategy 11-51

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11-2 Designing a Microsoft® SharePoint® 2010 Infrastructure
Module Overview

This module reviews the role of Microsoft® SharePoint® 2010 business intelligence
(BI) solutions as components of a wider organizational BI implementation.
SharePoint 2010 extends the BI features of Microsoft Office SharePoint Server
2007 by including PerformancePoint Services and the Visio Graphics Service, in
addition to updates to Excel Services. A solution architect must also assess the role
of Microsoft SQL Server® Reporting Services for SharePoint 2010 as a significant
component of an overall BI strategy.
Critical in the development of a BI environment is the role of Business
Connectivity Services (BCS) in the visualization of line-of-business (LOB) data

from back-office systems. Although BCS is not a true BI tool in the mould of Excel
Services, it is intrinsic to BI solutions for users.
Objectives
After completing this module, you will be able to:
• Describe the principles of BI.
• Describe how to plan for data access by using BCS.
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Planning a SharePoint 2010 Implementation of a Business Intelligence Strategy 11-3
• Describe data and security planning concerns for key BI tools.
• Describe the roles of SQL Server Reporting Services and the BI Center in
reporting and presenting BI components.


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11-4 Designing a Microsoft® SharePoint® 2010 Infrastructure
Lesson 1
Overview of Business Intelligence Principles

SharePoint 2010 delivers a greatly enhanced range of BI solutions. As part of your
solution design, you must review the options that are available to you for BI
deployment.
BI is an enabler to business decision-making; the goal is to get the right
information to the right people in a timely manner. You must ensure that you
understand the business requirements for your organization and can interpret
them. In this way, you can effectively map them against SharePoint 2010 BI
solutions.
Objectives
After completing this lesson, you will be able to:
• Describe the goals of BI.
• Explain the business opportunities that are appropriate for SharePoint 2010 BI

solutions.