Content types presentation
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Drive adoption with SharePoint content types. The building blocks of SharePoint
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Content types presentation
- 1. CONTENT TYPES Use the building blocks of SharePoint to drive adoption
- 2. Thank You to the Sponsors of SharePoint Saturday Bend!
- 3. Agenda 1. Introduction 2. Defining Content Types 3. Example of a Custom Content Type in action 4. Second Example, time permitting 5. Q&A
- 4. Presenter’s Credentials and Contact Details • Worked with SharePoint since STS (1.0) • Built or rescued dozens of SharePoint 2010 implementations • Principal SharePoint Consultant at Xerox • Specialist for Healthcare vertical market • MCTS – SharePoint, many other certifications • Email: greg.zook@xerox.com • Blog: http://moss-exchange.blogspot.com • Twitter: @gregzook • LinkedIn: http://www.linkedin.com/in/gregzook • Office 365 and SharePoint Online • Migrated over 855,000 seats – 900 TB • Delivered SharePoint solutions worldwide: 64 cities and 25 countries • Second SharePoint Saturday presentation (2009 in Boston) • Live in Gresham, OR
- 5. Common SharePoint Issue #1
- 6. Common SharePoint Issue #2
- 7. • What is a content type? • A content type is a type of item in SharePoint that contains predefined characteristics. • Content Types can be available for an entire site collection or just a subsite or, if published, to an entire farm in 2010. • What types of things can be predefined? • Metadata (columns/tags) – Managed Properties • Retention • Routing • Workflow • Auditing, barcodes, labels
- 8. Other Content Type facts • Hierarchical inheritance • Resist temptation to modify parent types • Folders have no Metadata in SharePoint, but a content type inheriting from Folder Parent can have whatever you want provided it is static. Use Document Sets in 2010 instead. • Can create custom content types quite easily in Visual Studio • External Content Types (ECT) are used with Business Connectivity Services (BCS)
- 9. Real World Example Time-Off request • Requirements: • Used by entire organization • Must have a manager approval – any manager or director • Managers can approve own time off is acceptable • Can be approved after the fact • Must be retained for one year • Maintain small list size for performance • Managed Property for findability of requests • Replace paper processing and storage • Nice to haves • Link to Outlook • Approve on mobile devices
- 10. Step one --- Creating the Content Type In site settings, select Site Content Types
- 11. Step Two – Create the new Content Type
- 12. Setting up the Content Type
- 13. Calendar Items are Event Content Types • Name the Content Type • Fill in Description • Find the Content Type Parent group and type • Decide where to save the Custom Content Type
- 14. Attach a workflow(s) to the Content Type Note: Nintex 2010 supports Content Type workflows
- 15. Adding Columns
- 16. Adding Retention Retention in SharePoint 2010 can be configured by Content Type or list/library.
- 17. Retention of One Year Note: Healthcare experience has taught me to add time to stated retention categories except when dictated by official mandate. In this example, a one year retention was given to keep SharePoint lean.
- 19. Adding a Content Type to a list
- 21. Real World Example #2 Public Health Outbreaks • Requirements: • HIPPA compliance issues – ePHI • Reduce reliance on Access databases • Link to Access or Excel but maintain HIPPA compliance • Route to Director • Route to Field Nurse (if applicable) • Route to Investigator (if applicable) • Lead, STD, Foodbourne, West Nile • Nice to haves • Reporting • Link to other tables (partners, landlords, food source, mosquito)