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Professional SharePoint 2007 Records Management Development: Managing Official Records with Microsoft Office SharePoint Server 2007 [Paperback]

John Holliday

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Book Description

Oct. 12 2009 Wrox Programmer to Programmer

Unique guide to records management methodologies for Microsoft Office SharePoint Server 2007

There may be books available on how to develop solutions for Microsoft Office SharePoint Server 2007, but this is the first book to provide step-by-step guidance for designing and building records management solutions on the SharePoint platform. You'll learn the five core services of any records management system-confidentiality, information integrity, high availability, adherence to policy, and audit ability-then explore the tools and techniques needed to implement them in SharePoint.

The book helps you understand official records in the context of day-to-day collaboration and regulatory compliance; you'll also learn how to design extensible Windows Workflow Foundation (WF) components with records management as the central focus.

  • Reviews Office SharePoint Server and how it provides a solid foundation for managing official records using specially constructed web sites and custom components
  • Discusses the "File Plan", which describes where each record is stored, how long it is kept, and the manner and conditions under which it is destroyed
  • Shows you how to apply the powerful features of the SharePoint platform to convert collaborative documents into managed files in a record center site
  • Addresses best practices for creating records repositories, developing file plans to identify official records, controlling the creation and distribution of records using custom content types and information policy components, and more
  • The companion Web site includes downloadable code modules you can use as a starting point for building real-world records management solutions on the SharePoint platform

If you're a programmer, software architect, business analyst, or IT professional working in SharePoint, you'll want this unique book on your shelf.


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Product Details


Product Description

From the Back Cover

Create successful records management solutions from the start

Building effective records management solutions on the SharePoint platform requires a comprehensive development strategy that integrates out-of-the-box components (document libraries, content types, and information policy) with more specialized custom components that can be applied at any stage of the content lifecycle. This helpful book introduces content modeling as an integral part of the development process and guides you through the creation of a reusable set of enterprise content management components that are designed specifically for records management.

  • Shows you how to quickly create and manage information policies to control document retention, build custom routers, manage electronic mail records, and more

  • Walks you through creating executable file plans that can be applied to multiple records management scenarios

  • Introduces invaluable techniques for setting up an effective records management development environment

  • Addresses methods for ensuring that incoming records have valid content and metadata

  • Reviews building a custom workflow activity library with built-in support for records management

  • Offers advice for installing and configuring the DoD 5015.2 Addon Pack and demonstrates how to use it to deploy DoD 5015.2 compliant solutions

Wrox Professional guides are planned and written by working programmers to meet the real-world needs of programmers, developers, and IT professionals. Focused and relevant, they address the issues technology professionals face every day. They provide examples, practical solutions, and expert education in new technologies, all designed to help programmers do a better job.

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About the Author

John Holliday is an independent consultant and Microsoft MVP for Office SharePoint Server 2007 with more than 25 years of professional software development and consulting experience.

Inside This Book (Learn More)
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Front Cover | Copyright | Table of Contents | Excerpt | Index | Back Cover
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Amazon.com: 4.5 out of 5 stars  2 reviews
4.0 out of 5 stars More than just Records Management Jan. 3 2010
By David Mann - Published on Amazon.com
Format:Paperback
Before getting started, I should disclose that John is a friend of mine and that I got a free copy of this book from Wrox. Neither of those come to bear on this review as I wouldn't insult John by not telling the truth, and I don't particularly care whether Wrox likes my review or not... :-)

That said, this is a book that belongs on the shelf of every SharePoint developer - not because you might need to know about Records Management in SharePoint, although if you are doing RM then this is a given; but because of the overall approach that John takes to development. Like everything else I've ever read by John, and any conversations we've had about development, this book exudes good architectural practice. If you get nothing else out of this book, having a little bit of that rub off on you would make you a better SharePoint developer.

Enough of that...on to the book. As I said, if you are doing RM in SharePoint, buying this book is a no-brainer. Just do it.

I honestly don't do much RM so much of the book was beyond me. However, I read it and understand the basic principles far better than I did before. If I ever need to go deep into RM, I know what my first step in coming up to speed will be - re-reading and fully grokking this book.

If you're not doing RM, let's take a look at just a few of the things John covers that are likely still applicable to what you are doing:
1. Creating and manipulating Content Types
2. Creating DocLibs
3. Creating and versioing documents
4. CAML
5. Creating and manipulating fields/site columns
6. Setting and managing Permissions
7. Information policies
8. Workflow, including custom activities / actions

There is more, but that gives you a good idea of the type of non-RM topics covered.

No book is perfect, this one included. Here are a few things I would like to have seen better covered:
1. Coverage of non-US compliance regulations - more than just the passing mention on page 20. I understand why this was done this way, but a few high level paragraphs would have been nice

2. A short (2-3 page) "Dummies Guide to RM". All of the information is in the book somewhere, but it is scattered across a few chapters. Something right up front to level-set and get everyone on the same page would have been nice. I get the feeling that we moved right down to the trees without first understanding the forest. There were a number of points in the book where I needed to step back and figure out where some of the details presented fit into the big picture and there was no ONE place to go to get that big picture view.

All in all, I recommend this book. If you're doing RM, this book has been out for a few months - why haven't you bought it already? If you're not doing RM, this is still a good book that you should read. You will learn some things that will make you a better SharePoint developer.

-- Dave

PS: The only reason that I gave this 4 stars instead of 5 is that I don't do much RM...
5.0 out of 5 stars Incredible For the SharePoint ECM/RM and Enterprise Developer Dec 17 2009
By Aaron Cutlip - Published on Amazon.com
Format:Paperback
[DISCLAIMER] - I was a technical editor on this book.

This is an incredible book for not only the SharePoint ECM developer but is a must have for developers utilizing SharePoint as a platform to build enterprise applications. For those new to ECM and the concepts of records management the first chapter does a good job of explaining content modeling and gets you thinking about the full life-cycle of that content. The rest of the book examines SharePoint's ECM features including the Records Center and Information Policies (to name a few) and how these features can be extended to accommodate specific business requirements. This is important material since the extensibility of these features are either not well documented or can be complicated to understand without good examples.

In addition to the excellent material, the code examples in this book are one of the reasons I think this book stands out. Unlike a lot of technical books the examples and code framework John uses teach the concepts of the API, but also teach good architectural practices. I found myself not only thinking about how SharePoint could handle my own specific requirements, but how I would architect my solution. Simply awesome!

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