Building a Solid Foundation for SharePoint ECM
Information Architecture
The SharePoint Solution Experts!
SharePoint Saturd...
Agenda: Information Architecture
 Introductions
 What is Information Architecture?
 Know Your Limits
 Managed Metadata...
Jim Duncan: SharePoint Master
 Working with SharePoint since the beginning
 Published author, editor, multiple case stud...
What is Information Architecture?
 What ‘stuff’ do I have?
 Where do I put it?
 Who needs it?
 How do they find it?
 ...
Information Architecture Elements
Web
Application
Site
Collection
Site
List Site Column
Content
Type
Navigation
Library
Fo...
Know your limits
Content Database
Limit Value Notes
Items 60M Documents and list items
Site
Collections
5K
10K
recommended...
Information Architecture Lifecycle
Design
ImplementationDocumentation
Review
Information Architecture Design
 Keep it simple
 Get the point across
 Use familiar tools
Example...
Managed Metadata Term Sets
ShareSquared
Job
Business
Analyst
Consultant
Designer
Content Editor
Industry
Retail
Manufactur...
Managed Metadata Term Sets
ShareSquared
Job
Business
Analyst
Consultant
Designer
…
Industry
Retail
Manufacturing
Gov’t
…
O...
Content Types
Inheritance
Built-In Content Types
The Content Types provided by SharePoint will only be used as a starting ...
Content Type Hierarchy
Item
S2 Item
Organization
Testimonial
Event S2 Event
Webinar
Conference
Document Page S2 Page
Landi...
Content Type Hierarchy
Item
S2 Item
Organization
Testimonial
Event S2 Event
Webinar
Conference
Document Page S2 Page
Landi...
Global Site Columns
For All Content Types
The following Site Columns will be defined and added to all Content Types used o...
Global Site Columns
For All Content Types
The following Site Columns will be defined and added to all Content Types used o...
For Specific Content Types
The following Site Columns will be defined and added to specific Content Types
used on the site...
For Specific Content Types
The following Site Columns will be defined and added to specific Content Types
used on the site...
Content Type Details
Item
ID*
Title
Attachments
Content Type
Version*
Created*
Created By*
Modified*
Modified By*
Event
Lo...
Content Type Details
Item
ID*
Title
Attachments
Content Type
Version*
Created*
Created By*
Modified*
Modified By*
Event
Lo...
Sites, Lists and Libraries
Home
Organizations Organization
Testimonials Testimonial
Pages
Landing Page
Content Page
Events...
Sites, Lists and Libraries
Home
Organizations Organization
Testimonials Testimonial
Pages
Landing Page
Content Page
Events...
Information Management Policies
 Retention
 Auditing
 Barcodes
 Labels
Results
Questions + Answers
SharePoint Saturday - Information Architecture Design
Upcoming SlideShare
Loading in...5
×

SharePoint Saturday - Information Architecture Design

211

Published on

Published in: Software, Technology, Education
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total Views
211
On Slideshare
0
From Embeds
0
Number of Embeds
0
Actions
Shares
0
Downloads
17
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

SharePoint Saturday - Information Architecture Design

  1. 1. Building a Solid Foundation for SharePoint ECM Information Architecture The SharePoint Solution Experts! SharePoint Saturday Sacramento, California May 31st, 2014
  2. 2. Agenda: Information Architecture  Introductions  What is Information Architecture?  Know Your Limits  Managed Metadata  Site Columns and Content Types  Sites, Lists and Libraries  Information Management Policies  Retention and Disposition  Questions and Answers
  3. 3. Jim Duncan: SharePoint Master  Working with SharePoint since the beginning  Published author, editor, multiple case studies  Chief Architect and Principal Consultant for ShareSquared  Live and work in San Jose, CA  Certifications: MCM, MCITP, MCPD, MCTS
  4. 4. What is Information Architecture?  What ‘stuff’ do I have?  Where do I put it?  Who needs it?  How do they find it?  How long should I keep it? Information architecture (IA) is the art and science of organizing and labeling data including: websites, intranets, online communities, software, books and other mediums of information, to support usability. -Wikipedia
  5. 5. Information Architecture Elements Web Application Site Collection Site List Site Column Content Type Navigation Library Folder Item Search
  6. 6. Know your limits Content Database Limit Value Notes Items 60M Documents and list items Site Collections 5K 10K recommended (half my sites) maximum (my sites) Size 200GB 4TB recommended I/O, planning requirements archive scenario ONLY Site Collection Limit Value Notes Subsites 250K Size 100GB same as Content DB recommended if single SC Source: Software boundaries and limits for SharePoint 2013 http://bit.ly/SP2013Limits List or Library Limit Value Notes File Size 2GB default upload: 50MB Items / Documents 30M use folders/views to limit user interface View Threshold 5K 20K for users (configurable) for admins (configurable) Major Versions 400K Lookups 8 per query (configurable) Security Scope 5K 50k recommended (per list) maximum (per list) # of Columns depends on data type see documentation
  7. 7. Information Architecture Lifecycle Design ImplementationDocumentation Review
  8. 8. Information Architecture Design  Keep it simple  Get the point across  Use familiar tools Example...
  9. 9. Managed Metadata Term Sets ShareSquared Job Business Analyst Consultant Designer Content Editor Industry Retail Manufacturing Gov’t … Offering Products Composer Maestro … Services GamePlan Mentoring Consulting Training … Solution Internet Intranet Extranet … Technology Workflow BI PowerPivot … Navigation Howe We Can Help Where To Start Assessments & Planning ... Resources For You Webinars Events ... ...
  10. 10. Managed Metadata Term Sets ShareSquared Job Business Analyst Consultant Designer … Industry Retail Manufacturing Gov’t … Offering Products Composer Maestro … Services GamePlan Mentoring Consulting Training … Proficiency Beginner Intermediate Advanced Solution Internet Intranet Extranet … Technology Workflow BI PowerPivot …
  11. 11. Content Types Inheritance Built-In Content Types The Content Types provided by SharePoint will only be used as a starting point for developing our own Content Types. Very few (if any) content items will use the built-in Content Types Parent Content Types Parent Content Types are used to provide a layer of abstraction from the built-in Content Types while adding new common functionality (e.g. Site Columns, Policies, etc.). They will not be used for actual content items. Child Content Types Actual content items will use the Child Content Types, adding specific functionality required for that type of item.
  12. 12. Content Type Hierarchy Item S2 Item Organization Testimonial Event S2 Event Webinar Conference Document Page S2 Page Landing Page Content Page Legend: Parent Content Type Child Content Type Built-in Content Type
  13. 13. Content Type Hierarchy Item S2 Item Organization Testimonial Event S2 Event Webinar Conference Document Page S2 Page Landing Page Content Page Legend: Parent Content Type Child Content Type Built-in Content Type
  14. 14. Global Site Columns For All Content Types The following Site Columns will be defined and added to all Content Types used on the site. Name Type Notes Featured Expert Person Industry Managed Metadata Multivalued Job Managed Metadata Multivalued Offering Managed Metadata Multivalued Proficiency Managed Metadata Multivalued Solution Managed Metadata Multivalued Technology Managed Metadata Multivalued
  15. 15. Global Site Columns For All Content Types The following Site Columns will be defined and added to all Content Types used on the site. Name Type Notes Featured Expert Person Industry Managed Metadata Multivalued Job Managed Metadata Multivalued Offering Managed Metadata Multivalued Proficiency Managed Metadata Multivalued Solution Managed Metadata Multivalued Technology Managed Metadata Multivalued
  16. 16. For Specific Content Types The following Site Columns will be defined and added to specific Content Types used on the site. Misc. Site Columns Name Type Used In Notes Attending Person Conference Multivalued Booth Number Single Line of Text Conference Conference Website Hyperlink Conference Presenting Person Conference, Webinar Multivalued Sponsoring Yes/No Conference Are we sponsoring the conference? Webinar Link Hyperlink Webinar Logo Publishing Image Organization Clickable to Website Organization Lookup Testimonials Lookup to Organizations List Organization Type Choice Organization Customer, Partner, Vendor, Other, Reseller, Affiliate Quote Multiple lines of text Testimonials Navigation Term Managed Metadata Landing Page, Content Page
  17. 17. For Specific Content Types The following Site Columns will be defined and added to specific Content Types used on the site. Misc. Site Columns Name Type Used In Notes Attending Person Conference Multivalued Booth Number Single Line of Text Conference Conference Website Hyperlink Conference Presenting Person Conference, Webinar Multivalued Sponsoring Yes/No Conference Are we sponsoring the conference? Webinar Link Hyperlink Webinar Logo Publishing Image Organization Clickable to Website Organization Lookup Testimonials Lookup to Organizations List Organization Type Choice Organization Customer, Partner, Vendor, Other, Reseller, Affiliate Quote Multiple lines of text Testimonials
  18. 18. Content Type Details Item ID* Title Attachments Content Type Version* Created* Created By* Modified* Modified By* Event Location Start Time End Time Description Category All Day Event Recurrence Workspace S2 Event Featured Expert Industry Job Offering Proficiency Solution Technology Webinar Presenting Webinar Link Conference Attending Presenting Sponsoring Booth Number Conference Website
  19. 19. Content Type Details Item ID* Title Attachments Content Type Version* Created* Created By* Modified* Modified By* Event Location Start Time End Time Description Category All Day Event Recurrence Workspace S2 Event Job Industry Offering Proficiency Solution Technology Featured Expert Webinar Presenting Webinar Link Conference Attending Presenting Sponsoring Booth Number Conference Website
  20. 20. Sites, Lists and Libraries Home Organizations Organization Testimonials Testimonial Pages Landing Page Content Page Events Calendar Webinar Conference Webinar Workspaces Legend: Site Collection Subweb List or Library Content Type
  21. 21. Sites, Lists and Libraries Home Organizations Organization Testimonials Testimonial Pages Landing Page Content Page Events Calendar Webinar Conference Webinar Workspaces Legend: Site Collection Subsite List or Library Content Type
  22. 22. Information Management Policies  Retention  Auditing  Barcodes  Labels
  23. 23. Results
  24. 24. Questions + Answers
  1. A particular slide catching your eye?

    Clipping is a handy way to collect important slides you want to go back to later.

×