MCT USE ONLY. STUDENT USE PROHIBITED 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 http://intranet.contoso.com/sites/hrdocs/_vti_bin/OfficialFile. 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 MCT USE ONLY. STUDENT USE PROHIBITED 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. MCT USE ONLY. STUDENT USE PROHIBITED 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. MCT USE ONLY. STUDENT USE PROHIBITED 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? MCT USE ONLY. STUDENT USE PROHIBITED 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. MCT USE ONLY. STUDENT USE PROHIBITED MCT USE ONLY. STUDENT USE PROHIBITED 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 MCT USE ONLY. STUDENT USE PROHIBITED 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. MCT USE ONLY. STUDENT USE PROHIBITED 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. MCT USE ONLY. STUDENT USE PROHIBITED 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. . should be managed in your enterprise content management plan? 2. What are the three key caching and performance aspects of SharePoint Server 20 10 that must be considered as part of your planning. PROHIBITED 10-64 Designing a Microsoft SharePoint 20 10 Infrastructure Module Review and Takeaways Review Questions 1. What are the main differences between SharePoint documents and records, and how. Lesson 3: Planning SharePoint 20 10 Business Intelligence Solutions 11 -26 Lesson 4: Planning for Reporting and Presentation 11-44 Lab: Planning a SharePoint 20 10 Implementation of a Business