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SharePoint 2010 Metadata Management & the Term Store for Administrators Craig Pilkenton SharePoint Engineer
Intro and Background <ul><li>Craig Pilkenton </li></ul><ul><li>Financial Partners, Inc. </li></ul><ul><li>[email_address] ...
What is Managed Metadata and why do we care? <ul><li>A hierarchical collection of  centrally-managed  terms we can define ...
Goals for our Users? <ul><li>Support a real ‘single source of the truth’ </li></ul><ul><li>Consistency  </li></ul><ul><li>...
Why do we care? <ul><li>Because its our job to help users avoid this… through Views, Filters, Group By, Tags (and Tag Clou...
How do we solve? <ul><li>By creating centrally-managed ‘term sets’ </li></ul><ul><li>Creating Metadata Columns to utilize ...
So what do we do? <ul><li>Create Term Set’s through the GUI </li></ul><ul><li>Import a self-created .csv template </li></ul>
Demonstration <ul><li>Central Admin management </li></ul><ul><li>Working with the Term Store Management Tool </li></ul><ul...
Screens
Screens…cont.
Screens…cont.
Screens…cont.
Rules to Remember <ul><li>Terms can be nested up to seven levels </li></ul><ul><li>If entrusting permissions to manage, on...
Resources <ul><li>Office.Microsoft.com: </li></ul><ul><ul><li>Introduction to managed metadata </li></ul></ul><ul><li>EndU...
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SharePoint 2010 Managed Metadata Service

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SharePoint 2010 Managed Metadata Service

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Transcript of "SharePoint 2010 Managed Metadata Service"

  1. 1. SharePoint 2010 Metadata Management & the Term Store for Administrators Craig Pilkenton SharePoint Engineer
  2. 2. Intro and Background <ul><li>Craig Pilkenton </li></ul><ul><li>Financial Partners, Inc. </li></ul><ul><li>[email_address] </li></ul><ul><li>http://www.linkedin.com/in/craigpilkenton </li></ul><ul><li>SharePoint Engineer </li></ul><ul><li>Senior SharePoint Consultant at EMC Consulting </li></ul><ul><li>SharePoint Engineer at MassMutual </li></ul><ul><li>Working with SharePoint since it was a beta product in 2000 ( Tahoe ) </li></ul><ul><li>Microsoft Certified Technology Specialist </li></ul><ul><ul><li>(SharePoint 2010/2007) </li></ul></ul>
  3. 3. What is Managed Metadata and why do we care? <ul><li>A hierarchical collection of centrally-managed terms we can define for users </li></ul><ul><li>Truly a ‘one version of the truth’ as context for data </li></ul>
  4. 4. Goals for our Users? <ul><li>Support a real ‘single source of the truth’ </li></ul><ul><li>Consistency </li></ul><ul><li>Centrally-managed, but extensible </li></ul><ul><li>Adaptable as needed </li></ul><ul><li>Allow crowdsourcing of new terms (if allowed) </li></ul>
  5. 5. Why do we care? <ul><li>Because its our job to help users avoid this… through Views, Filters, Group By, Tags (and Tag Cloud), and Search </li></ul>Data context scarcity Data context overload
  6. 6. How do we solve? <ul><li>By creating centrally-managed ‘term sets’ </li></ul><ul><li>Creating Metadata Columns to utilize them </li></ul>
  7. 7. So what do we do? <ul><li>Create Term Set’s through the GUI </li></ul><ul><li>Import a self-created .csv template </li></ul>
  8. 8. Demonstration <ul><li>Central Admin management </li></ul><ul><li>Working with the Term Store Management Tool </li></ul><ul><li>Utilizing a Managed Metadata column in a List </li></ul>
  9. 9. Screens
  10. 10. Screens…cont.
  11. 11. Screens…cont.
  12. 12. Screens…cont.
  13. 13. Rules to Remember <ul><li>Terms can be nested up to seven levels </li></ul><ul><li>If entrusting permissions to manage, only delegate the minimum hierarchy-level needed (least-privilege) </li></ul><ul><li>Don’t create more Term Sets/hierarchy than your users need/will accept </li></ul>
  14. 14. Resources <ul><li>Office.Microsoft.com: </li></ul><ul><ul><li>Introduction to managed metadata </li></ul></ul><ul><li>EndUserSharePoint 2010: </li></ul><ul><ul><li>Metadata and Taxonomy Management Overview </li></ul></ul><ul><li>Microsoft TechNet: </li></ul><ul><ul><li>Managed metadata overview </li></ul></ul><ul><li>Craig Pilkenton, Financial Partners, Inc. </li></ul><ul><li>[email_address] </li></ul><ul><li>http://www.linkedin.com/in/craigpilkenton </li></ul>
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