Managed Metadata - SPSChicago 2010

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This is the slide deck I created for SharePoint Saturday Chicago Oct. 2010.

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Managed Metadata - SPSChicago 2010

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

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