SharePoint Saturday Chicago Suburbs1SponsorsPlatinumGoldSilver
SharePoint Saturday Chicago Suburbs - June 1st, 2013SPSEVENTSChicago-SuburbsTheManaged Metadata Service Applicationin Ente...
SharePoint Saturday Chicago Suburbs3ABOUTCHRIS JOHNSONConsultant on SharePoint Solutions team atPSC Group5 years developin...
SharePoint Saturday Chicago Suburbs4MANAGEDMETADATASERVICEAPPLICATIONAGENDAREQUIREMENTSOVERVIEW:WHAT IS THEMMS?USE CASE:WH...
SharePoint Saturday Chicago Suburbs5WHAT ISMANAGEDMETADATA?METADATA:INFORMATIONMANAGED METADATA:INFORMATIONTHAT CAN BE REU...
SharePoint Saturday Chicago Suburbs6MANAGED DATAConsume this data from any sitecollection on any webapplication that subsc...
SharePoint Saturday Chicago Suburbs7MANAGED METADATA SERVICEAPP:TWO SERVICESWEB APP 1MMS APPWEB APP 2SITECOLLSITECOLLSITEC...
SharePoint Saturday Chicago Suburbs8o TAG DOCUMENTS withclient or prospect nameso TRACK RELATIONSHIP –Client vs. Prospect–...
SharePoint Saturday Chicago Suburbs9MOSS 2007:TWO OPTIONSCUSTOM CHOICE FIELDADVANTAGESo Centrally-managed with feature upg...
SharePoint Saturday Chicago Suburbs10SHAREPOINT 2010, 2013MANAGED METADATAAny Site Collectionon any web appcan consume thi...
SharePoint Saturday Chicago Suburbs11MMS IMPLEMENTATION:ARCHITECTURESITE COLUMNSSITECOLLECTIONSWEBAPPLICATIONSSHAREDSERVIC...
SharePoint Saturday Chicago Suburbs12TERM STOREARCHITECTUREo Term Group: PSCo Term Set: Clients and Prospectso Term: Clien...
SharePoint Saturday Chicago Suburbs13EDIT PROPERTIES VIEW PROPERTIESDEMO:USER INTERFACESITE COLUMN: CLIENT OR PROSPECT
SharePoint Saturday Chicago Suburbs14TAKE-AWAYSTHE MMS IS AWESOME!DEFINEMETADATAONCECONSUMEMETADATAEVERYWHEREREQUIREMENTSM...
SharePoint Saturday Chicago Suburbs15SHAREPOINT 2010 NEW IN SHAREPOINT 2013JUST SCRATCHINGTHE SURFACEMANAGEDMETADATANAVIGA...
SharePoint Saturday Chicago Suburbs16WIN AMICROSOFT SURFACE!VISIT JENNIE AT THE PSC BOOTHIN THE VENDOR AREA
SharePoint Saturday Chicago Suburbs17THANK YOU!@chrisjohns0n thedotnetter.wordpress.com
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Johnson share point mms in enterprise applications

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  • Consultant on the SharePoint Solutions team with PSC group– you may have heard my constituents Jason, David or Michael in sessions this morning5th year developing for SharePoint– been doing this since MOSS 2007 daysI am passionate about technology, not just SharePoint– here I am with my awesome infinite-looping doormat, I love video games, love my XboxLove managed metadata
  • This is the Lunch & Learn session on the Managed Metadata Service Application in enterprise SharePoint solutionsWe have about 30 minutesWhat I’d like you to come away with is to be able to answer the questionsWhat is the MMSAWhy would we want to use it? And how would we implement it? The best way to answer the last two questions is with a simple use case
  • Show of hands: how many of you know what metadata is?How many of you know what managed metadata is?How many of you have actually used the managed metadata term store in a SharePoint environment?Metadata: information – in SharePoint speak, properties on an itemManaged metadata: information that can be reused
  • In SharePoint, we can reuse metadata in two ways:Managed data– a set of terms that we define in a central location, called the term storeManaged content types– collection of metadata that we define in a central location, called the CT hubIn both cases, we can consume this metadata from anywhere in the SharePoint farm
  • Metadata– data, content types– defined in the MMSConsumed anywhere in the farm
  • Best way to look at why this might be useful is to examine an actual use caseThis focuses on term store– data portion of the MMSStart with common, simple requirement for enterprise solutions: manage documents throughout the sales process from prospect to clientUse SharePoint Intranet– start with a prospectIntranet web application to store documents like Responses to RFP, estimatesWhen prospect becomes a client  create a client portal in our extranet web applicationClient portal stores documents like Statement of Work, Change Requests, etc.– stuff relevant to work we’re doing
  • Last week, I asked a couple coworkers to put their way-back hats on and tell me how they’d implement this in MOSS 2007, BEFORE the MMSFavorite things from 2007Before you correct me– the xbox 360 came out in 2005, but I couldn’t afford one until 2007Speaking of things we can’t afford, Alfonso Soriano signed an 8-year, $136MM contract with my Cubbies
  • But what if I told you…We could…Define a set of clients and prospects terms in one location, and manage it in the native SharePoint UIWhen a prospect becomes a client, we can make the change once and it’s reflected everywhere that the company tag existsThe UI is AJAX-like autocompleteAll available on any site collection, on any web app in the farm.
  • So how would we do it? Quick glance at the architecture:Define what’s called a Term Set in the managed metadata service applicationThe way our farm is constructed, let’s say we have two web applications– an intranet and an extranetAnd each web application has some site collectionsIntranet has a sales SC and a delivery/development SCExtranet is full of client portalsDefine same field on each SC (not necessary)
  • Manage Service ApplicationsTerm Group called “PSC” (that’s us)Term set called “Clients and Prospects”PSC has some awesome clients– but these are not our real clients– unfortunatelyContent Type HubSite column called “Client or Prospect” this is what I will use to tag documentsSales site: Documents libraryAdd content typeDelivery siteAdd content typeUpload document
  • DocumentDrag from desktopEnter Major League Baseball (Prospect)View properties Prospects: Major League BaseballTerm storeChange from Prospect to ClientRun jobRefreshboomski
  • What can you take away from this?The MMS enables us to reuse metadata in a SharePoint Farm—Across site collections, and across web applicationsAdded bonus: UI is pretty freshUSE IT WHEN: You want to define metadata once– consume it everywhere
  • Johnson share point mms in enterprise applications

    1. 1. SharePoint Saturday Chicago Suburbs1SponsorsPlatinumGoldSilver
    2. 2. SharePoint Saturday Chicago Suburbs - June 1st, 2013SPSEVENTSChicago-SuburbsTheManaged Metadata Service Applicationin Enterprise SharePoint SolutionsChris Johnson
    3. 3. SharePoint Saturday Chicago Suburbs3ABOUTCHRIS JOHNSONConsultant on SharePoint Solutions team atPSC Group5 years developing for SharePointMOSS 2007SharePoint 2010SharePoint 2013Architect: DMS @Fortune 500 firm3000-user base100+ national &internationalbranchesMMS:100,000+ termssynchronized with3 LOB systems@chrisjohns0n thedotnetter.wordpress.com
    4. 4. SharePoint Saturday Chicago Suburbs4MANAGEDMETADATASERVICEAPPLICATIONAGENDAREQUIREMENTSOVERVIEW:WHAT IS THEMMS?USE CASE:WHY? HOW? Q&ALUNCH&LEARNTHIRTYMINUTES
    5. 5. SharePoint Saturday Chicago Suburbs5WHAT ISMANAGEDMETADATA?METADATA:INFORMATIONMANAGED METADATA:INFORMATIONTHAT CAN BE REUSED
    6. 6. SharePoint Saturday Chicago Suburbs6MANAGED DATAConsume this data from any sitecollection on any webapplication that subscribes to theMMSMANAGED CONTENT TYPESDefine and manage data in acentral location: the Term StoreDefine and manage contenttypes in a central location: theContent Type HubConsume these content typesfrom any site collection in anyweb applicationMANAGED METADATA SERVICEAPP:TWO SERVICES
    7. 7. SharePoint Saturday Chicago Suburbs7MANAGED METADATA SERVICEAPP:TWO SERVICESWEB APP 1MMS APPWEB APP 2SITECOLLSITECOLLSITECOLLSITECOLLDEFINEDCONSUMED
    8. 8. SharePoint Saturday Chicago Suburbs8o TAG DOCUMENTS withclient or prospect nameso TRACK RELATIONSHIP –Client vs. Prospect– whichcan changeo ACCESSIBLE from anysite collection in intranetAND extraneto MANAGE in one placeo Data is THE TRUTHo HUNDREDS orTHOUSANDS ofcompanieso CLEAN UI for multipleselection, if necessaryUSE CASE:CLIENTS &PROSPECTSREQUIREMENTSREQUIREMENTSCommonrequirementfor enterpriseapplications:managedocumentsthroughout theentire SalesprocessfromPROSPECTtoCLIENTONE SITE COLUMN
    9. 9. SharePoint Saturday Chicago Suburbs9MOSS 2007:TWO OPTIONSCUSTOM CHOICE FIELDADVANTAGESo Centrally-managed with feature upgrades(if defined in code)o -OR- could hook into external contentsource (also requires custom field code)DRAWBACKSo Can’t store additional data (relationship)o Add choices with feature upgrade orPowerShell…o If using external content source, mustmanage in source applicationo UI nightmareLOOKUP FIELD W/LISTADVANTAGESo Define in GUI or in codeo Stores additional data (relationship)DRAWBACKSo Still requires external data sourceo Must instantiate list in each site collectiono UI still stinks
    10. 10. SharePoint Saturday Chicago Suburbs10SHAREPOINT 2010, 2013MANAGED METADATAAny Site Collectionon any web appcan consume this term set.Define a set of―Clients andProspects‖ terms inonelocation, manage itin SharePoint GUI.When a prospect becomes a client, make onechange and it is reflected everywhere.UI: Autocomplete as you type—Even for tens of thousands ofterms.Even for multiple selections.
    11. 11. SharePoint Saturday Chicago Suburbs11MMS IMPLEMENTATION:ARCHITECTURESITE COLUMNSSITECOLLECTIONSWEBAPPLICATIONSSHAREDSERVICE APPSPOOLPSCMMSPSCIntranetSalesClient orProspectDeliveryClient orProspectClientPortalExtranet<Client>Client orProspect<Client>Client orProspectTerm Set: Clients andProspectsTerm Store: PSC MMS
    12. 12. SharePoint Saturday Chicago Suburbs12TERM STOREARCHITECTUREo Term Group: PSCo Term Set: Clients and Prospectso Term: Clients (Not available fortagging)o Term: <Company>o Term: <Company>o Term: Prospectso Term: <Company>o Term: <Company>IMPLEMENTATIONDEMO:TERM STORE
    13. 13. SharePoint Saturday Chicago Suburbs13EDIT PROPERTIES VIEW PROPERTIESDEMO:USER INTERFACESITE COLUMN: CLIENT OR PROSPECT
    14. 14. SharePoint Saturday Chicago Suburbs14TAKE-AWAYSTHE MMS IS AWESOME!DEFINEMETADATAONCECONSUMEMETADATAEVERYWHEREREQUIREMENTSMMS:ENABLES USTO REUSEMETADATAACROSSSITECOLLECTIONSACROSSWEBAPPLICATIONSUI =AWESOME
    15. 15. SharePoint Saturday Chicago Suburbs15SHAREPOINT 2010 NEW IN SHAREPOINT 2013JUST SCRATCHINGTHE SURFACEMANAGEDMETADATANAVIGATIONHASHTAGSIMPORT&EXPORTWITH GUIDSPIN&REUSECT HUBSOCIALENTERPRISEKEYWORDSDEEP HIERARCHIES
    16. 16. SharePoint Saturday Chicago Suburbs16WIN AMICROSOFT SURFACE!VISIT JENNIE AT THE PSC BOOTHIN THE VENDOR AREA
    17. 17. SharePoint Saturday Chicago Suburbs17THANK YOU!@chrisjohns0n thedotnetter.wordpress.com

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