Welcome to my new blog! This first post is going to concentrate on upcoming topics. The following table shows my initial plans for topics, with some semblance of the order in which I plan to tackle them.
I'm looking forward to exploring a bunch of these topics myself, I'm pretty certain I'm going to learn some new things as I go along. Also looking forward to engaging with the SharePoint/TRIM community out there, together I think we can build up a very useful corpus of knowledge and experience.
Anyway, on to the topic list:
|Integration Site Collection Features – What do they do & When should I use them?||Deploying the SharePoint integration solution installs a number of Site Collection and Site Features. This post explains what each feature does, what it's dependencies are, and when you might use them.|
|HP TRIM SharePoint Integration – Acronyms explained||Like many products, the SharePoint integration uses a lot of acronyms. Use this post as a reference for all the acronyms, with explanations for each of them|
|Configuration - Records Management Options (RMOs) Part 1 – Parent Container Settings||There are a number of approaches that can be taken in terms of HP TRIM container usage when managing SharePoint content. This topic will explore the options and give examples.|
|Configuration – RMOs Part 2 – Understanding inheritance and template defaults||RMOs can be applied at different levels throughout SharePoint site structure, and/or can be assigned to templates. This post explores both approaches, including combinations of both, and explains the impact of various settings.|
|Configuration - Site Collection Integration Settings (SCIS)||The SCIS page is used to define defaults for Site Collections. The available options will be explained in detail|
|Configuration - Web Application Integration Settings (WAIS)||The WAIS is used to define a number of compulsory configuration settings required for the integration solution to work. This post describes those settings in detail, and explores some optional approaches|
|Configuration - Content Type and Column mappings||Content Type and Column Mappings dictate what content gets captured and how it is represented. This configuration is critical to capturing relevant content correctly, and will vary massively between implementations. This post will explore the options, and describe some SharePoint idiosyncrasies that are important to understand|
|Using the Enterprise Content Hub with the HP TRIM integration||The content hub was introduced in SharePoint 2010, and is a powerful tool for managing site columns and content types across multiple site collections. This post explains how the integration leverages this feature, and explores the configuration options|
|Using HP TRIM columns effectively – Some examples||Once SharePoint content is captured and managed, it is possible to surface HP TRIM specific metadata directly into lists. This post describes this capability, and more importantly gives some practical examples on how to use it effectively|
|Creating Lifetime Management Policies (LMPs)||LMPs are used to automatically manage and archive content based on pre-defined rules. This post serves as an introduction to creating policies based on out-of-the-box policies.|
|Applying and Managing LMPs||Once LMPs have been created, they need to be applied to relevant content. This post explores the options around LMP application, retraction and ongoing management, and gives examples.|
|Creating a status triggered Lifetime Management Policy (LMP) - An example||LMPs are based on SharePoint workflow. By its nature, this requires some pretty specialist knowledge in terms of creating business process driven workflows. This post is a step-by-step lab using SharePoint Designer and Visual Studio to build a status triggered LMP to manage content|
|Exposure Settings – What are they? How to use them effectively?||Exposure is a very powerful component of the HP TRIM SharePoint integration, essentially allowing you to surface any HP TRIM content as native SharePoint list items. This post serves as an introduction to the exposure settings page, with some examples|
|Content archival and rehydration – Is it possible?||I get asked this on a fairly regular basis, 'Is it possible to rehydrate archived sites back into SharePoint?' Whilst the integration is not designed as an archiving solution, exposure does go part of the way to addressing this requirement. This post will take you through an example archive/restore of a site.|
|Asynchronous Processing – Managing & Troubleshooting||Async processing was introduced in the 7.2.1 release of the integration. I will explore the feature in depth, and talk about async queue management, troubleshooting, and the underlying SharePoint timer job.|
|SharePoint Managed Metadata and the HP TRIM Classification – Part 1-Configuration||Managed metadata and term sets were introduced in SharePoint 2010. This post describes how to configure the Managed Metadata Service, and then add a synchronised term set for the HP TRIM classification|
|SharePoint Managed Metadata and the HP TRIM Classification – Part 2-Classifying and viewing||Part 2 describes different ways to use the HP TRIM Classification term set for classification and subsequent viewing of content|
|Offline working with SharePoint & HP TRIM||SharePoint Workspace provides offline functionality for SharePoint 2010. This post shows how easily Workspace can be used to work with content managed by HP TRIM|
|Mobile device access with SharePoint & HP TRIM||This post explores the potential of using SharePoint mobile views and third party tools to work with SharePoint and HP TRIM content on mobile devices|
Phew! It's a pretty big list, something tells me I'm going to be sinking a fair amount of time into this over the coming months.
I certainly feel like this is a good starting point, but I'd like your feedback and suggestions. What areas of the integration are causing confusion and pain for you right now? This blog is all about interaction with our partners and customers, so please feel free to comment with ideas, or just contact me directly.