WHERE DID I PUT THAT?SHAREPOINT 2010 DOCUMENTMANAGEMENT WITH CONTENT TYPES,TAXONOMY & SEARCH        Patrick Tucker        ...
Bio   Patrick Tucker     Strategic Data Systems, MS Gold Partner     Principal Consultant, SharePoint     MCT, MCTS, M...
About SDSSDS Custom SharePoint SolutionsSpecializing in Agile development and SharePoint coding experience tocreate an opt...
Today’s Conversation   How to use Content Types to apply consistent    metadata columns across documents, items &    page...
Where to begin?    How do I organize list and library data in     my SharePoint environment?     The focus should be not...
Reduce, Reuse and Recycle   First determine what kind of information to    store along with your data.   Reduce business...
What Are Content Types?   definitions, schemas   collections of site columns   are all about metadata – another    tast...
Creating and Using ContentTypes   OTB Content Types   Custom Content Types             Site Settings…Site Collection Ad...
Metadata and Content Types   List level - columns associated with list/library   Site level – shared content definitions...
Applied Metadata   Metadata is applied to list items and    documents   Column data is saved along with other data
Pages Too!   Your SharePoint pages are documents too and    are built from content types   Metadata can be displayed on ...
DEMO   Content Types in action!
Reusing Content Types   Reuse the definition by building on it through    inheritance     Document    Specialized Docum...
Content Type Syndication   MMS Properties is the place to start   Create and publish content types in the “hub”    site ...
Content Organizer   The Content Organizer feature lets you    automatically route submitted content based on    Content T...
Content Organizer Settings
Taxonomy Term Store   Metadata is about consistency of data fields,    taxonomy is about consistency of data    values  ...
Where is TaxonomySurfaced?                       •       THE TAXONOMY PICKER CONTROL   Managed Metadata    Columns       ...
Demo   Content Type Reuse and Managed Metadata
Organizing Content   How do we group items together in SharePoint     Listsand Libraries     Folders     Document Sets...
How Search Exposes TaxonomyValues   Taxonomy   • Taxonomy fields in your                content are crawled and     Fields...
Search Managed Properties   Managed properties allow refinement and    search scopes to work with content type    metadat...
Custom Search Results   The Search Core Results web part can be    customized to display a specific filtered result   Th...
Search Refinement 1.   Create a new managed property mapped to      ows_ContentType 2.   Run a full crawl on your content ...
Questions         Patrick Tucker           tuckersnet@live.com           @TuckersNet           www.tuckersnet.com
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SharePoint Fest - Document Management with Content Types, Taxonomy and Search

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session presented at SharePoint Fest Denver 2013

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  • The webinar is brought to you by SDS Custom SharePoint Solutions.We specialize in custom SharePoint development, leveraged by agile practices and SharePoint coding best practices. By bringing these elements together, we focus on building custom solutions that help teams move more quickly and deliver higher quality experiences through SharePoint.Custom areas we focus on include:·  Workflow & InfoPath Forms for Business Process Automation·  SharePoint Reports & BI Integration·  Portals & Collaboration·  Content ManagementAgain, I am your host today, and I am a Principal Consultant in our SharePoint practice.Our presenter is Scott Brickey, Manager of our SharePoint practice.Scott has16 years of experience in the IT industry and has been consulting for 8 years. In that time, he has performed solution architecture, administration, and development, and training. He has focused on SharePoint solutions over the past three years, offering SharePoint custom development, specialized training, and embedded expertise in client teams while earning his MCTS and MCP certifications. Scott’s experience has provided technical solutions and consulting across many industries utilizing various platforms including ASP, SQL, .Net, and SharePoint. He is a frequent speaker at SharePoint Saturday events and other groups.Welcome Scott....[hand over to Scott]
  • stsadm -o activatefeature -id 73EF14B1-13A9-416b-A9B5-ECECA2B0604C -url http://<yourserver>
  • An opportunity for questions and discussions.
  • SharePoint Fest - Document Management with Content Types, Taxonomy and Search

    1. 1. WHERE DID I PUT THAT?SHAREPOINT 2010 DOCUMENTMANAGEMENT WITH CONTENT TYPES,TAXONOMY & SEARCH Patrick Tucker tuckersnet@live.com
    2. 2. Bio Patrick Tucker  Strategic Data Systems, MS Gold Partner  Principal Consultant, SharePoint  MCT, MCTS, MCPD, MCITP, MCSD, MCAD, MCDBA  tuckersnet@live.com  Blog: www.tuckersnet.com  Twitter: @TuckersNet
    3. 3. About SDSSDS Custom SharePoint SolutionsSpecializing in Agile development and SharePoint coding experience tocreate an optimal solution for your unique SharePoint application andintegration needs.· Workflow & InfoPath Forms for Business Process Automation· SharePoint Reports & BI Integration· Portals & Collaboration· Content Management(Agile Practices for proven faster delivery, higher quality, & increased business value.)
    4. 4. Today’s Conversation How to use Content Types to apply consistent metadata columns across documents, items & pages How to use the Taxonomy Term store to apply consistent values across documents, items & pages How to use SharePoint Search to locate and aggregate content based on metadata by customizing search results and refiners
    5. 5. Where to begin?  How do I organize list and library data in my SharePoint environment?  The focus should be not only on organizing but on locating content when you need it.
    6. 6. Reduce, Reuse and Recycle First determine what kind of information to store along with your data. Reduce business requirements and definitions into reusable types to be used in libraries, sites and the Enterprise Content Types are the reusable building blocks for SharePoint data Content can be recycled (or moved)
    7. 7. What Are Content Types? definitions, schemas collections of site columns are all about metadata – another tasty layer of data on top of the content This metadata can be surfaced in theSharePoint UI, Document Information Panel, workflows, pages and InfoPath forms
    8. 8. Creating and Using ContentTypes OTB Content Types Custom Content Types  Site Settings…Site Collection Administration…Site Content Types gallery  Created using site columns, which may be created on their own
    9. 9. Metadata and Content Types List level - columns associated with list/library Site level – shared content definitions Enterprise Level – Content Type Hub Values may be driven by taxonomy terms (think of choice fields on steroids)
    10. 10. Applied Metadata Metadata is applied to list items and documents Column data is saved along with other data
    11. 11. Pages Too! Your SharePoint pages are documents too and are built from content types Metadata can be displayed on the page Can be created in SharePoint Designer or through declarative code in Visual Studio Content Page Page Type Layout
    12. 12. DEMO Content Types in action!
    13. 13. Reusing Content Types Reuse the definition by building on it through inheritance  Document  Specialized Document  List Item  Specialized List Item Reuse content types across the enterprise with Content Type Syndication  Enforces governance – consistent use of content types across the enterprise  One site creates and shares Content Types  Other sites are subscribers to those types
    14. 14. Content Type Syndication MMS Properties is the place to start Create and publish content types in the “hub” site and consume in sites within the web application 2 Timer jobs control availability – “Content Type Hub” and “Content Type Subscriber”
    15. 15. Content Organizer The Content Organizer feature lets you automatically route submitted content based on Content Type Content Organizer Rules are created to route documents to a drop off library or other configured Send To location
    16. 16. Content Organizer Settings
    17. 17. Taxonomy Term Store Metadata is about consistency of data fields, taxonomy is about consistency of data values Terms Sets contain terms which can easily be updated over time
    18. 18. Where is TaxonomySurfaced? • THE TAXONOMY PICKER CONTROL Managed Metadata Columns • THE DOCUMENT INFORMATION PANEL • SEARCH
    19. 19. Demo Content Type Reuse and Managed Metadata
    20. 20. Organizing Content How do we group items together in SharePoint  Listsand Libraries  Folders  Document Sets  Taxonomy and Search
    21. 21. How Search Exposes TaxonomyValues Taxonomy • Taxonomy fields in your content are crawled and Fields generate a search property Crawled • Search managed Managed properties are Properties manually created and mapped to crawled Mapped properties Search • Search uses managed properties Uses in refinement and Properties querying
    22. 22. Search Managed Properties Managed properties allow refinement and search scopes to work with content type metadata Are mapped to crawled properties
    23. 23. Custom Search Results The Search Core Results web part can be customized to display a specific filtered result The “append text to query” property allows us to use managed property = value to confine search to a specific taxonomy term Fixed Keyword Query used to search by content type
    24. 24. Search Refinement 1. Create a new managed property mapped to ows_ContentType 2. Run a full crawl on your content source 3. Edit the Refinement Panel web part on your search results page, add XML to the Filter Category Definition property <Category Title="Content Type" Description=“ct description” Type="Microsoft.Office.Server.Search.WebControls.ManagedPropertyFilterGenerator" MetadataThreshold="5" NumberOfFiltersToDisplay="4" MaxNumberOfFilters="0" SortBy="Frequency" SortDirection="Descending" SortByForMoreFilters="Name" SortDirectionForMoreFilters="Ascending" ShowMoreLink="True" MappedProperty="ContentTypeRefinement" MoreLinkText="show more" LessLinkText="show fewer"/>
    25. 25. Questions  Patrick Tucker  tuckersnet@live.com  @TuckersNet  www.tuckersnet.com
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