Managed Metadata SPS 062011

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  • 1. Managed Metadata
    Hersh Ajgaonkar
    PointBridge Solutions
    www.pointbridge.com
    w_cyber@hotmail.com @wcyber
    http://lifewithsharepoint.com
  • 2. Agenda
    Managed Metadata in 2010
    Pre-Requisites
    Need for Metadata management
    History
    End User Experience
    End User - DEMO
    Administrative / Design Experience
    Administrative / Design - DEMO
    Architectural components
  • 3. Pre-Requisites
    FARM
    Web Application
    Site Collection
    Site
    Lists
    Document Libraries
    Content Types
    Metadata
  • 4. Agenda
    Managed Metadata in 2010
    Need for Metadata Management
    History
    End User Experience
    End User - DEMO
    Administrative / Design Experience
    Administrative / Design - DEMO
    Architectural components
  • 5. met·a·da·ta
  • 6. Need for Metadata
    Easily classify information
    Easily find information
  • 7.
  • 8. Metadata
  • 9. Agenda
    Managed Metadata in 2010
    Need for Metadata Management
    History
    End User Experience
    End User - DEMO
    Administrative / Design Experience
    Administrative / Design - DEMO
    Architectural components
  • 10. History
    Columns to be used as metadata…
  • 11. History
    Values to be used as metadata…
  • 12. History
    Oops…
  • 13. Agenda
    Managed Metadata in 2010
    Need for Metadata Management
    History
    End User Experience
    End User – DEMO
    Administrative / Design Experience
    Administrative / Design – DEMO
    Architectural components
  • 14. End User Experience
    Data Entry Options
    Type ahead with synonyms
    Hierarchical picker
    Office Integration
    Navigation
    Navigation within your lists / document libraries
    Filter on key values
  • 15. End User Experience
    DEMO
  • 16. End User Experience
    Gotchas
    Does not work in Datasheet view
    Does not work in InfoPath forms
    If you customize (InfoPath) your list/library views, you won’t be able to use the MM columns
  • 17. Agenda
    Managed Metadata in 2010
    Need for Metadata Management
    History
    End User Experience
    End User – DEMO
    Administrative / Design Experience
    Administrative / Design – DEMO
    Architectural components
  • 18. Administration / Design
    New Column Type
    DEMO
  • 19. Administrative / Design
    Plan for Metadata
    Start with Groups -> Term Sets -> Terms
    Use the planning worksheet provided by Microsoft
    Term Sets Planning: http://bit.ly/TSPlanning
    Detailed Term Sets: http://bit.ly/DetailTSPlan
    Have no clue where to start? Have $$?http://bit.ly/Layer2Terms (Layer2 Product)
  • 20. Design : Term Set Planning
  • 21. Design: Detailed Terms
  • 22. Administrative / Design
    Control over metadata with flexibility of deployment as compared to 2007
    Allows for hierarchical storage
    Hierarchy gives context
    Security
  • 23. Administrative / Design
    Accessible from Central Admin as well as Site Settings
    Synonyms
    Multi-Lingual User Interface (MUI)
    Feedback from end users (Contact)
    Delete
    Rename
  • 24. Administrative / Design
    Content Type Hub
    Allows you, the admin, to share content types across site collections
    In the MMS, you can select which Site Collection is to be used as a HUB
    1 SC per MMS
  • 25. Administrative / Design
    Service Configuration
  • 26. Administrative / Design
    Group
  • 27. Administrative / Design
    Term Set
  • 28. Administrative / Design
    Term
  • 29. Administrative / Design
    DEMO
  • 30. Administrative / Design
    Gotchas
    As an admin, although you have rights to look at the term store, you need to add yourself as the ‘Term Store Administrator’
  • 31. Gotchas
    Import option available but NO EXPORT
    In certain cases, the features required are not enabled (not available in UI, use PS)
    Enable-SPFeature-id "73EF14B1-13A9-416b-A9B5-ECECA2B0604C" -Url <Site-URL>
    Enable-SPFeature-id "7201D6A4-A5D3-49A1-8C19-19C4BAC6E668" -Url <Site-URL>
    Administrative / Design
  • 32. Guidelines
    http://bit.ly/SP2010Capacity
  • 33. Agenda
    Managed Metadata in 2010
    Need for Metadata Management
    History
    End User Experience
    End User – DEMO
    Administrative / Design Experience
    Administrative / Design – DEMO
    Architectural components
  • 34. Architectural Components
    Based on Service Application Architecture
    “Managed Metadata Service” is the Service Application we need
    Uses a DB to store and manage information
    Can create more than 1 MMS
    Web App can be associated with more than 1 MMS
  • 35. FARM 1
    Architectural Components
    FARM 2
    Web App1
    Web App 2
    Web App 3
    Managed Metadata Service
    MMSDB
  • 36. Things to think about…
    Designing your IA for tagging information – best way to architect the Term Store(s)
    Sharing content types across Site Collections?
    Security?
    Size?
    DR when architecting MMS stores (number)
  • 37. Q & A
    ?
  • 38. Housekeeping
    Please remember to submit your session evaluation forms after each session you attend to increase your chances at the raffle
    Follow SharePoint Saturday Chicago on Twitter @spschicago and hashtag #spschicago
  • 39. Thanks to Our Sponsors!
    Premier
    Gold
    Silver
    Bronze
    Sponsors
  • 40. Thank You!
    Hersh Ajgaonkar
    I can be reached at:
    w_cyber@hotmail.com
    @wcyber