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22 posts: “Taxonomy”

Building an integrated management system in Microsoft
Diagram: process map with management, core and support processes, next to it a work instruction assigned to a process, management systems and scope
Documents

Building an integrated management system in Microsoft 365

One rulebook for quality, environment, occupational safety and information security: how process map, metadata and roles carry an IMS in SharePoint.

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ISO 9001 document control with SharePoint
Table: requirements from ISO 9001 clause 7.5 and how they are implemented, from review and approval to retention and disposition
Documents

ISO 9001 document control with SharePoint

What ISO 9001 clause 7.5 requires for the control of documented information, what SharePoint covers and where controlled documents need more.

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Drawing management in SharePoint: drawing code, index
Diagram: a file name is broken down into project, trade, drawing type, number, index and status, with the versions of a drawing with index A to C below
Projects

Drawing management in SharePoint: drawing code, index and versions

Managing drawings in SharePoint via a drawing code in the file name: metadata from the name, every index a version and where the limits lie.

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SharePoint OCR: making scanned PDFs searchable
Diagram: a scanned PDF without a text layer becomes searchable through OCR, a set of minutes receives filing level and phase, an email its header data as metadata
Documents

SharePoint OCR: making scanned PDFs searchable

SharePoint search does not find scanned PDFs without a text layer. How OCR processing on upload is set up and what to bear in mind in operation.

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Project data from ERP and SAP in SharePoint: four
Diagram: project workspace in the centre, connected to ERP and CRM, SAP, controlling, site apps, BIM repository and signature service
Projects

Project data from ERP and SAP in SharePoint: four patterns

How SharePoint project workspaces are connected to ERP, CRM, SAP and site apps: four patterns from practice and what keeps them stable in operation.

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Office2SharePoint becomes Smarter O2S – now in
Smarter O2S suggests a SharePoint filing destination for the selected email directly in Outlook
Company

Office2SharePoint becomes Smarter O2S – now in Microsoft Marketplace

File emails in SharePoint, complete metadata and find documents directly in Outlook: the new Smarter O2S is available in Microsoft Marketplace.

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Folder structure for projects in SharePoint: template,
Diagram: on the left the template with six numbered areas and subfolders, on the right three projects with the same structure
Projects

Folder structure for projects in SharePoint: template, not copy

Three real-world filing structures, from the reference structure to a filing plan with over 90 libraries, and the rules for building them in SharePoint.

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Connecting SharePoint and LiveLink: handover to the
Diagram: documents from SharePoint go to the archive system with PDF, metadata, approval history and retention period, below it a failed handover with a retry button
Documents

Connecting SharePoint and LiveLink: handover to the archive

How SharePoint and OpenText Content Server (LiveLink) work together: two handovers from practice with metadata, error handling and retention.

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Provisioning at enterprise scale: PnP templates,
Development

Provisioning at enterprise scale: PnP templates, throttling and race conditions across thousands of libraries

Provision SharePoint at enterprise scale with PnP: handle 429 throttling, idempotency, and ETag-based race-condition protection.

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Migrate SharePoint version history intelligently: Less
Migration

Migrate SharePoint version history intelligently: Less storage, same traceability

Use hash-based version deduplication to save SharePoint Online storage during a 35 TB migration and avoid Migration API pitfalls.

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Term Store at the limit: Taxonomy migration into a
Migration

Term Store at the limit: Taxonomy migration into a shared SharePoint Online tenant

Migrate managed metadata at the SharePoint Online Term Store limit: text, choice, and lookup fields, wire formats, and fallback mapping.

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The SharePoint Migration API in practice: What
Migration

The SharePoint Migration API in practice: What Microsoft does not document

Practical SharePoint Migration API lessons: AES-256, manifest XML, blob snapshots, service bugs, and code from more than 50 iterations.

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