What's New: Enterprise Content Management (ECM) in SharePoint Server 2010
Published: May 2010
This topic summarizes the new features and enhancements for Enterprise Content Management (ECM) in Microsoft SharePoint Server 2010.
Provides capabilities for managing audio, video, and image content types by storing digital media content in SharePoint Server libraries.
Content Organizer The Content Organizer manages documents that users upload to sites and uses an advanced routing engine and routing rules (defined by site administrators) to determine where documents are saved.
Document Sets The SharePoint Server 2010 Document Sets feature introduces the ability to manage an entire collection of documents, worksheets, presentations, or other types of document content as an entire end-to-end work product.
Metadata is applied to each item in a document set and to the document set as a whole.For documents inside of a document set, administrators can select columns that they want marked as read-only. The property can be edited only on the document set. Any changes to the column that is marked as read-only will be applied to all of the documents inside.
The Welcome page acts as a customizable home page for document sets that displays the properties of the document set.
Document sets support templates and versioning. Templates can be created in Microsoft Visual Studio 2010. Versioning makes it possible to capture the state of the document set at different points in its life cycle, view its history, and restore previous versions of the document set.
Document IDs and the Document ID service The Document ID service is a new feature at the site-collection level that adds a unique identifier (ID) to all documents throughout the site collection. This feature enables retrieval of documents by document ID regardless of their current or future location.
Location-based metadata defaults SharePoint Server 2010 enables library administrators to specify different default column values for each folder in a document library.
Metadata navigation and filtering This feature helps make content more discoverable to users across the enterprise by providing indexes on metadata fields.
Metadata is everywhere in Microsoft SharePoint Server 2010. The managed metadata feature provides the infrastructure and tools for used to create and manage metadata througout the enterprise. Administrators, taxonomists, and users use the Metadata Manager to create flat or hierarchical lists of terms, which are kept in term stores. The Metadata feature supports associating custom properties with each term, assigning languages to terms, and organizing terms into term sets. It also provides the ability to disambiguate, reuse, merge, and deprecate terms.
The term store is a database that enables management and retrieval of metadata and metadata relationships.
Updated records management SharePoint Server 2010 provides a solution other than archive-based records management. Instead of being exclusively based on a Records Center model, the Records Management feature now provides a choice between using the Records Center (archival) approach, and managing records in the enterprise where they are located. This new feature is named In-Place Records Management and is at the site-collecton level.
eDiscovery is also available now as a site-level feature that can be activated anywhere and used to add documents to an eDiscovery hold from the entire site collection.
Content By Query Web Part (CQWP) enhancements These enhancements include the ability to filter query results based on the query string or current page content values, and content-to-content targeting.
Enterprise content types You can define content types once and use them in multiple site collections in the same or different farms.
HTML Editor enhancements Enhancements include cross-browser support and tight integration with the ribbon.
HTML simplification/XHTML 1.0 compliance support Simplified and updated HTML and cascading style sheets (CSS) markup improves usability and reduces end-user perceived latency (EUPL). HTML simplification increases SharePoint Server 2010 speed and its conformance to legal standards. XHTML 1.0 compliance is supported, but not required.
You can use the ECM programming model to extend the functionality of ECM and create custom solutions. The model includes methods and functions that support three types of programming: an API for server-side programming, and a client object model and Web services for client-side programming. This section highlights new API and Web services added since Microsoft Office SharePoint Server 2007.
Digital Asset Management
Contains fields that are specific to digital asset management (DAM) and Web content management (WCM).
Provides Web controls for DAM and WCM, including media controls, CQWPs, Summary Link Web Parts, variations, hyperlinks and URLs, console infrastructure, and publishing page controls.
Contains the API for document ID and metadata navigation defaults.
Contains members that support document conversions.
Contains the type that sets the document site feature receiver.
Contains types that provide document sets functionality.
Contains types that provide metadata navigation defaults and filtering functionality.
Contains the type that sets the multiple language event receiver.
Contains the base document container, field control, and library fields for multiple language support.
Contains Web controls for document ID, document sets, metadata navigation, and large page libraries.
Records Management and eDiscovery
Contains the eDiscovery and holds API.
Contains the information policy API.
Contains the API for submitting a file and its associated properties to a repository for storage, and provides the ability to retrieve details about the repository.
Contains the API that generates barcodes, manages retention and expiration, and provides auditing and labeling functionality.
Provides the API that manages records archives, including the document router, record declaration functionality, and the records repository.
Provides the reporting API for records management.
Provides search and process interfaces and the related APIs.
Contains the API for bulk workflows.
Web Content Management
The Web content management API, used to create and manage publishing sites.
The content deployment API for Web content management.
Contains the remote import API for content deployment.
Contains fields that are specific to DAM and WCM.
Provides navigation functionality for publishing sites.
Provides Web controls for DAM and WCM, including media controls, CQWP, the Summary Link Web Part, variations, hyperlinks and URLs, console infrastructure, and publishing page controls.
Provides editing menu actions that support Web controls for DAM and WCM.
Provides Web services that support WCM, including a publishing service and a publishing toolbox service.
Enterprise Metadata Management
Provides the core pieces of the metadata and taxonomy API, including the building blocks of the managed metadata system, such as term, term set, group, and term management APIs.
Provides the content type synchronization API, which publishes synchronized content types and reports on their status.
Provides generic dictionary and collection objects.
Provides code-behind functionality for the metadata and taxonomy API.
Provides SQL scripts for updating the metadata database.
Provides Web services that support term operations and term store operations, such as matching and suggestion, and disambiguation information.