SharePointECMDeepDiveDemoScript.docx

1、SharePointECMDeepDiveDemoScriptSharePoint 2013: ECMDeep Dive Demo GuideThis document is provided “as-is”. Information and views expressed in this document, including URL and other Internet Web site references, may change without notice. You bear the risk of using it. This document does not provide y

2、ou with any legal rights to any intellectual property in any Microsoft product. You may copy and use this document for your internal, reference purposes. 2012 Microsoft. All rights reserved.ContentsContents 3Demo Overview 4Setup Instructions 4SharePoint 2013 ECM Demo 8Scenario 8Introduction 9Vignett

3、e #1: My Site: Making it easy to keep organized 9Vignette #2: Team Sites 12Vignette #3: Organizational Locations 17Vignette #4: Prodiance 22Vignette #5: eDiscovery 23Vignette #6: CMIS 27Demo OverviewThis demo shows off the new ECM capabilities of SharePoint 2013.Setup InstructionsVisit https:/www.Mi

4、crosoftOfficeD for access to virtual machines to use with this demo guide.Prior to first running the demo, do the following:1. Navigate to and sign in using the admin account.2. In the steps that follow, refers to the online tenant name you will be using for your demo. Have this information availabl

5、e before proceeding. In an on-prem environment, you should subsitiute for https:/. 3. Configure eDiscovery a. Navigate to https:/ b. Click the gear icon and click Site Settingsc. Under “Site Collection Administration,” click Search Result Sources (second option)d. Click New Result Sourcee. Give it a

6、 name (e.g. “Exchange eDiscovery”)f. Select Exchange radio bulletg. In the top navigation, right-click Outlook and select Open a new tab.h. Navigate to the new tab (the users OWA) and copy or make a note of the Exchange URL (the portion before /owa). E.g.: i. Return to the Add Result Source tab.j. I

7、n the Exchange Source URL box, enter or paste the URL, and then add /ews/exchange.asmx to the end. So in this example, the full URL is k. Click Save at the bottom.l. Navigate to https:/ open the Northwind Hold, then add Sara Davis (SaraD) as a mailbox source.4. Customize the HCI Query Rule for this

8、tenant:a. Browse to https:/b. Click the gear icon in the upper right hand corner and select Site Settings.c. In the Search section click Query Rules.d. In the Select a Result Source drop down box select Local SharePoint Results (System).e. Hover over the Knowledge Center query rule and click the dro

9、p down.f. Select Edit.g. Scroll down, in the Actions section under Promoted Results click edith. In the URL field type the following: https:/ i. Click Save.j. Click Save again to close the Edit Query Rule page.5. Configure the Knowledge Center:a. Navigate to https:/ b. Click the gear icon and click

10、Site Settings.c. Under Site Administration, click Term Store Management.d. Expand the Contoso group node.e. Select Research.f. In the right hand pane click the Intended Use tab.g. Ensure the Available for Tagging check box is checked; if not, check it.h. Click Save.6. Configure a Send To connection

11、for the Record Center: a. Using the Admin pulldown, navigate to the SharePont admin center.b. In the left navigation, click records management.c. In the Send To Connections list select New Connection.d. In the Display name text box, type To Record Center. Content Organizer displays this name as an o

12、ption for users.e. In a new tab, navigate to the record center https:/ f. Click the gear icon and then click Site Settings.g. Under Site Administration, click Content Organizer Settings.h. Scroll to the bottom and copy the URL next to “Submission Points”.i. Return to the Configure Records Management

13、 tab and next to Connections Settings, copy the URL into the Send to URL: box.j. Check the box “Allow manual submission from the Send To menu.”k. In the Send To action drop-down, select Move and Leave a Link.l. Click Add Connection.7. Sign out of the tenant as admin and sign back in as GarthF.8. Fol

14、low the Legal Discovery Center:a. Navigate to https:/ b. At the upper right, click Follow. If you see a message that you are already following the site, just continue.9. Set up Site Mailbox:a. Click Sites and click Investor Relations Handbooks.b. Click Mailbox in left nav.c. If you see a Outlook Web App preferences page, accept the defaults and click Save.d. If presented with