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SPSSAN - Docs without Folders: Organizing Documents with SharePoint Content Types and Metadata
 

SPSSAN - Docs without Folders: Organizing Documents with SharePoint Content Types and Metadata

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    SPSSAN - Docs without Folders: Organizing Documents with SharePoint Content Types and Metadata SPSSAN - Docs without Folders: Organizing Documents with SharePoint Content Types and Metadata Presentation Transcript

    • Docs without FoldersOrganizing Documents with Content Types & Metadata Kenneth Lo, PMP June 30th, 2012 @kattelo | kattelo.com 1
    • Announcements• SharePoint Saturday The Conference (#SPSTC) http://klo.pm/LWVr1I @kattelo | kattelo.com 2
    • Kattelo Consulting• San Francisco Company• SharePoint Consultancy• Mobility & Cloud Expertise• http://kattelo.com• @kattelo @kattelo | kattelo.com 3
    • Kenneth Lo, PMP• CEO & Founder• International Speaker• Fortune 500 & Federal Agencies• http://klopmp.com• @klopmp @kattelo | kattelo.com 4
    • Audience• IT Pros - Level 200• Technical Managers• Information Architects• Power Users @kattelo | kattelo.com 5
    • Agenda• Taxonomy• Metadata• Views• Live Demo• Best Practices @kattelo | kattelo.com 6
    • Taxonomy 7
    • Taxonomy @kattelo | kattelo.com 8
    • Issues• Multiple Categories• Duplicate Files• Complex File Naming• Un-Usability @kattelo | kattelo.com 9
    • Old Habit - Folders @kattelo | kattelo.com 10
    • “Metadata” by Names Nice descriptive file name! @kattelo | kattelo.com 11
    • Brave New World @kattelo | kattelo.com 12
    • Look Ma, No Folders! @kattelo | kattelo.com 13
    • Group By Metadata @kattelo | kattelo.com 14
    • Group By Metadata @kattelo | kattelo.com 15
    • Justify Tagging• Document Properties• Metadata Inside Office Docs• Always in Sync @kattelo | kattelo.com 16
    • Document Property @kattelo | kattelo.com 17
    • Metadata 18
    • Inheritance @kattelo | kattelo.com 19
    • Step-By-Step @kattelo | kattelo.com 20
    • Site Columns• Building Blocks• Data Types• Validations Use custom groups for easier organization and retrieval @kattelo | kattelo.com 21
    • Site Columns @kattelo | kattelo.com 22
    • Design Tips• Minimize Typing• Prevent Invalid Data• Avoid Naming Columns with Reserved Keywords @kattelo | kattelo.com 23
    • Column Types @kattelo | kattelo.com 24
    • Validation @kattelo | kattelo.com 25
    • Managed Metadata• No Boundaries • Farms • Web Applications • Site Collections• Auto-Complete @kattelo | kattelo.com 26
    • Views 27
    • Views• Virtual Folders• Sort, Filter, Group• Modify within Clicks @kattelo | kattelo.com 28
    • Views@kattelo | kattelo.com 29
    • Views@kattelo | kattelo.com 30
    • In a Hurry? Bulk Edit! @kattelo | kattelo.com 31
    • Live Demo 32
    • Best Practices 33
    • Best Practices• Plan with TechNet Worksheets• Agree Enterprise-Wide• Mandate Metadata Selectively @kattelo | kattelo.com 34
    • Best Practices• Bulk Edit in Datasheet View• Customize Views• Paginate for Faster Rendering @kattelo | kattelo.com 35
    • The After-Party: SharePint Karl Strauss Brewing Company 1157 Columbia Street San Diego, CA 92101 Phone: 619-234-2739Immediately following event closing & prize drawings (@6:30 pm) Directions (.9 miles): 1. Head northeast on 1st Ave 2. Turn left onto W B St 3. Turn left onto Columbia St Karl Strauss will be on the left #SPSSAN 36
    • June 30, 2012 San Diego Convention Center THANK OUR SPONSORSPlease be sure to fill out your session evaluation! #SPSSAN 37
    • ResourcesKattelo Resourceshttp://kattelo.com/resourcesKattelo Presentationshttp://kattelo.com/presentationWhy I Use SharePointhttp://iusesharepoint.comNothing But SharePointhttp://nothingbutsharepoint.com @kattelo | kattelo.com 38
    • ContactsKattelo Consultinghttp://kattelo.comhttp://klopmp.com @kattelo | kattelo.com 39