SharePointECMDeepDiveDemoScript.docx

SharePointECMDeepDiveDemoScript.docx

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SharePointECMDeepDiveDemoScript

SharePoint2013:

ECM

DeepDiveDemoGuide

Thisdocumentisprovided“as-is”.Informationandviewsexpressedinthisdocument,includingURLandotherInternetWebsitereferences,maychangewithoutnotice.Youbeartheriskofusingit.

ThisdocumentdoesnotprovideyouwithanylegalrightstoanyintellectualpropertyinanyMicrosoftproduct.Youmaycopyandusethisdocumentforyourinternal,referencepurposes.

©2012Microsoft.Allrightsreserved.

Contents

Contents3

DemoOverview4

SetupInstructions4

SharePoint2013ECMDemo8

Scenario8

Introduction9

Vignette#1:

MySite:

Makingiteasytokeeporganized9

Vignette#2:

TeamSites12

Vignette#3:

OrganizationalLocations17

Vignette#4:

Prodiance22

Vignette#5:

eDiscovery23

Vignette#6:

CMIS27

DemoOverview

ThisdemoshowsoffthenewECMcapabilitiesofSharePoint2013.

SetupInstructions

Visithttps:

//www.MicrosoftOfficeDforaccesstovirtualmachinestousewiththisdemoguide.

Priortofirstrunningthedemo,dothefollowing:

1.Navigatetoandsigninusingtheadminaccount.

2.Inthestepsthatfollow,referstotheonlinetenantnameyouwillbeusingforyourdemo.Havethisinformationavailablebeforeproceeding.Inanon-premenvironment,youshouldsubsitiuteforhttps:

//.

3.ConfigureeDiscovery

a.Navigatetohttps:

//

b.ClickthegeariconandclickSiteSettings

c.Under“SiteCollectionAdministration,”clickSearchResultSources（secondoption）

d.ClickNewResultSource

e.Giveitaname（e.g.“ExchangeeDiscovery”）

f.SelectExchangeradiobullet

g.Inthetopnavigation,right-clickOutlookandselectOpenanewtab.

h.Navigatetothenewtab（theuser’sOWA）andcopyormakeanoteoftheExchangeURL（theportionbefore/owa）.E.g.:

i.ReturntotheAddResultSourcetab.

j.IntheExchangeSourceURLbox,enterorpastetheURL,andthenadd/ews/exchange.asmxtotheend.Sointhisexample,thefullURLis

k.ClickSaveatthebottom.

l.Navigatetohttps:

//opentheNorthwindHold,thenaddSaraDavis（SaraD）asamailboxsource.

4.CustomizetheHCIQueryRuleforthistenant:

a.Browsetohttps:

//

b.ClickthegeariconintheupperrighthandcornerandselectSiteSettings.

c.IntheSearchsectionclickQueryRules.

d.IntheSelectaResultSource…dropdownboxselectLocalSharePointResults（System）.

e.HoverovertheKnowledgeCenterqueryruleandclickthedropdown.

f.SelectEdit.

g.Scrolldown,intheActionssectionunderPromotedResultsclickedit

h.IntheURLfieldtypethefollowing:

https:

//

i.ClickSave.

j.ClickSaveagaintoclosetheEditQueryRulepage.

5.ConfiguretheKnowledgeCenter:

a.Navigatetohttps:

//

b.ClickthegeariconandclickSiteSettings.

c.UnderSiteAdministration,clickTermStoreManagement.

d.ExpandtheContosogroupnode.

e.SelectResearch.

f.IntherighthandpaneclicktheIntendedUsetab.

g.EnsuretheAvailableforTaggingcheckboxischecked;ifnot,checkit.

h.ClickSave.

6.ConfigureaSendToconnectionfortheRecordCenter:

a.UsingtheAdminpulldown,navigatetotheSharePontadmincenter.

b.Intheleftnavigation,clickrecordsmanagement.

c.IntheSendToConnectionslistselectNewConnection.

d.IntheDisplaynametextbox,typeToRecordCenter.ContentOrganizerdisplaysthisnameasanoptionforusers.

e.Inanewtab,navigatetotherecordcenterhttps:

//

f.ClickthegeariconandthenclickSiteSettings.

g.UnderSiteAdministration,clickContentOrganizerSettings.

h.ScrolltothebottomandcopytheURLnextto“SubmissionPoints”.

i.ReturntotheConfigureRecordsManagementtabandnexttoConnectionsSettings,copytheURLintotheSendtoURL:

box.

j.Checkthebox“AllowmanualsubmissionfromtheSendTomenu.”

k.IntheSendToactiondrop-down,selectMoveandLeaveaLink.

l.ClickAddConnection.

7.SignoutofthetenantasadminandsignbackinasGarthF.

8.FollowtheLegalDiscoveryCenter:

a.Navigatetohttps:

//

b.Attheupperright,clickFollow.Ifyouseeamessagethatyouarealreadyfollowingthesite,justcontinue.

9.SetupSiteMailbox:

a.ClickSitesandclickInvestorRelationsHandbooks.

b.ClickMailboxinleftnav.

c.IfyouseeaOutlookWebApppreferencespage,acceptthedefaultsandclickSave.

d.Ifpresentedwith