How Your Metadata Strategy Impacts Everything You Do -- Taxonomy Bootcamp

Looking Under the Hood: How Your Metadata Strategy Impacts Everything You Do Christian Buckley cbuck@axceler.com @buckleyPLANET Taxonomy Bootcamp November 1, 2011Email Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com

My Background Christian Buckley, Director of Product Evangelism at Axceler • Most recently at Microsoft • Microsoft Managed Services (now Office365-Dedicated) • Advertising Operations, ad platform API program • Prior to Microsoft, was a senior consultant, working in the software, supply chain, and grid technology spaces focusing on collaboration • Co-founded and sold a collaboration software company to Rational Software. Also co-authored 3 books on software configuration management and defect tracking for Rational and IBM • At another startup (E2open), helped design, build, and deploy a SharePoint-like collaboration platform (Collaboration Manager), managing deployment teams to onboard numerous high-tech manufacturing companies, including Hitachi, Matsushita, Seagate, Nortel, Sony, and Cisco • I live in a small town just east of Seattle, 4 kids. Co-authoring ‘Implementing Microsoft SharePoint 2010 Real-World Projects’ (MSPress, Feb2012)Email Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com

Axceler Overview Improving Collaboration for 16+ Years Mission: To enable enterprises to simplify, optimize, and secure their collaborative platforms Delivered award-winning administration and migration software since 1994 Over 2,000 global customers Dramatically improve the management of SharePoint Innovative products that improve security, scalability, reliability, “deployability” Making IT more effective and efficient and lower the total cost of ownership Focus on solving specific SharePoint problems (Administration & Migration) Coach enterprises on SharePoint best practices Give administrators the most innovative tools available Anticipate customers’ needs Deliver best of breed offerings Stay in lock step with SharePoint development and market trendsEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com

The #1 reason why your 2010 deployment will failEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com

Some questions for you… What are you trying to accomplish with SharePoint?Email Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com

What was missing from your previous attempts?Email Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com

What is your metadata strategy for 2010?Email Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com

What is metadata, anyway?Email Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com

Metadata 101Email Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com

Email Email Cell Twitter Cell Twitter Blog Blogcbuck@axceler.com cbuck@echotechnology.com @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com

• Book title • Name • Device ID • Author • Account Number • Email • ISBN • Credit Card • Software version • Publisher • Social Security # • Billing AddressEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com

• Name • Account Number • Mileage to date • Home town • Travel dates • City visiting • Flight number • GPS position • Friend’s Name • City visiting • GPS position • Distance to friend • Avoidance Flag = YesEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com

The Role of Metadata Scott Singleton, Managed Metadata in SharePoint 2010 http://www.slideshare.net/scottsingleton/managed-metadata-insharepoint2010Email Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com

Asset Type Company Asset Number Color code (by department) Barcode Tracking NumberEmail Email Cell Twitter Cell Twitter Blog Blogcbuck@axceler.com cbuck@echotechnology.com @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com

ID Type State License Number Class Expiration Address Date of Birth Emergency Contact DonorEmail Email Cell Twitter Cell Twitter Blog Blogcbuck@axceler.com cbuck@echotechnology.com @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com

Title Email Name Date Scam campaign content Randomly generated nameEmail Email Cell Twitter Cell Twitter Blog Blogcbuck@axceler.com cbuck@echotechnology.com @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com

The role of metadata Metadata is the lifeblood of SharePoint Taxonomy and metadata drive the tools and processes that make the world go round Metadata powers search, it powers social media, and it powers SharePointEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com

Why aren’t my end users using SharePoint?Email Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com

Creating Passionate Users, Kathy Sierra

TaxonomyEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com

In Biology, taxonomy is the science dealing with the description, identification, naming, and classification of organisms. “however, the term is now applied in a wider, more general sense and now may refer to a classification of things, as well as to the principles underlying such a classification.” ~Wikipedia.orgEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com

Your Current TaxonomyEmail Email Cell Twitter Cell Twitter Blog Blogcbuck@axceler.com cbuck@echotechnology.com @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com

Managed Metadata What is your broader Service strategy for tagging, metadata and taxonomy? Map out your high level Term taxonomy (web applications Stores and site collections) and schemas (Content Types) Understand your current- Improved state and future-state plans, Governance and how they relate to your metadataEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com

How is metadata managed inside of SharePoint?Email Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com

Top level portal Tier 1 site collections based on business units or product areas Tier 2 sites that follow specific structureEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com

The Role of Services SharePoint 2010 offers many services OOTB Search Excel Services BCS Project Server Web Analytics Access Performance Point Visio Word Office Web Apps People These centrally managed services allow for greater control across the enterprise Have your cake and eat it through centrally managed servicesEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com

What is Behind Managed Metadata It is a service application created by a Farm Administrator It is added to a farm’s default list You can also create a content type hub, which is a URL to a site collectionEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com

Content Type It’s basically a definition of an artifact that can be stored in a SharePoint site. For example: A project document, including File type Date created Author Last modified It is part of a workflow, including Who needs to approve Date of approval It includes information management policies that Cannot be edited once approvedEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com

Content types may be applied for each site collection …or for certain sitesEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com

Scott Singleton, Managed Metadata in SharePoint 2010 http://slidesha.re/hNPeAQEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com

Syndication Content types can be shared Create a content type hub, which is an blank site collection used to publish content types Publish the content types Consume them Content types become visible in subscriber’s content type galleriesEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com

Managing Your Term Groups and Stores Understand the term group properties Group name Description Contributors Group Managers Understand the term store properties Term store administrators Default and working languagesEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com

Term Set = Taxonomy Includes related terms Managed through governance policies Managed Metadata Column Can be in a list, a library, or a content type Associated with a term set Found through Managed Metadata term set Keywords set = Folksonomy User generated tags Anyone can add them Requires ongoing governanceEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com

What is the role of governance?Email Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com

Email Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com

Jumpstart your governance 1. Have a plan 2. Create an internal SharePoint user group 3. Clearly define roles and responsibilities 4. Outline your taxonomy, communicate it, and iterate 5. Create a governance site 6. Learn and evolveEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com

Lessons LearnedEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com

Lessons learned, at a high level 1. Understand your metadata and taxonomy model 2. Have a strategy for Managed Metadata 3. Involve your end users 4. Make governance a priority 5. Create a governance site 6. IterateEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com

Getting tactical • Map out your high level taxonomy • Web applications • Site collections • Content Types • Plan for your migration (or set it up right the first time) • Consolidate your content types. • Clean up your folder structures. • Refine your keyword taxonomy. • Standardize your site structure and templates. • Build a consistent navigation. • With Managed Metadata Service in 2010, it is critical that you set up a governance model to guide this process, or it will quickly get out of handEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com

Contact me Christian Buckley cbuck@axceler.com +1 425-246-2823 @buckleyPLANET www.buckleyPLANET.com and http://info.axceler.com Additional Resources On The Importance of Metadata, Craig Mullins http://bit.ly/cOWp2F Enabling Social Media through Metadata http://slidesha.re/gdjoaz Managed Metadata in SharePoint 2010, Scott Singleton http://slidesha.re/hNPeAQ The Battle for Metadata in SharePoint 2010, Michal Pisarek http://bit.ly/g7vFWN 5 Steps of a Successful SharePoint Site Transformation http://bit.ly/eB6qbN Creating Passionate Users, Kathy Sierra http://headrush.typepad.com/Email Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com

How Your Metadata Strategy Impacts Everything You Do -- Taxonomy Bootcamp

by Christian Buckley

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