Managed Metadata and Taxonomies in SharePoint 2013

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Chris McNulty's presentation on MMS at SPTechCon San Francisco 2014.

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Managed Metadata and Taxonomies in SharePoint 2013

  1. 1. SPTechCon 2014 Chris McNulty
  2. 2. 14 years in SharePoint, 20+ in IT MVP MCP MCSE MCTS VTSP MSA Meet Chris McNulty @cmcnulty2000 3 children (Devin, Nate, Rachel) and my wife Hayley
  3. 3. The HiSoftware Sheriff Suite The HiSoftware Sheriff Suite
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  5. 5.  Out of scope  ECM Deep Dive  C# Coding  Rules  Demos are cloud based  Move fast, PowerPoint is shared  Questions – time permitting during session  Any time after session – email etc. - @cmcnulty2000 Presentation governance
  6. 6. Today’s deck http://1drv.ms/1lFLScT
  7. 7. Microsoft SharePoint Server 2013 … the infinite frontier Eastern Long Island, August 2012
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  9. 9. Farm Web application Site Collection Content database /sales /hr /legal /it Sites Libraries Content Types – Metadata Presentation – Date | Client | Product Client Correspondence – Date | Client Policy – Date | Topic | Owner Forms – Subject | Effective Date Contract – Counterparty | Effective Date Policy – Date | Topic | Owner Presentation – Date | Client | Product Policy – Date | Topic | Owner
  10. 10.    Farm Web application Site Collection Products Library Content database
  11. 11.    Farm Web application Site Collection Products Library Content database
  12. 12.    Farm Web application Site Collection Products Marketin g Library Content database Library
  13. 13. Web application Farm Web application Site Collection Site Collection Site Site Site Site Site List Library Monique Demitri Content databaseContent database
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  15. 15. Big Data??? Big Noise??? Source: flickr.com
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  17. 17.    http://globalweb http://itportal Visio Search Excel Calc Metadata User Profiles
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  22. 22. Now in 2013!
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  24. 24.      http://www.datafacet.com/signup.aspx?feat=GBT_SP2010    http://www.wictorwilen.se/Post/Create-SharePoint-2010-Managed-Metadata- with-Excel-2010.aspx
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  34. 34.    Content Type Hub Managed Metadata Service Application Other Site Collection Subscribed Content TypesLocal Content Types Primary Site Collection
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  37. 37. Advanced ECM and Taxonomy
  38. 38. Build new 2013 farm Install required solutions, settings and service apps Backup/restore SQL content DB SharePoint database attach PowerShell (2010 mode) Test and perform site collection upgrades (2013 mode)
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  43. 43. Initial Collaboration • Multiuser editing • Work in OneDrive for Business • Work in OWA Drop-off Library • Send from Document Center and leave behind a link • Look for PowerPoint Files • Require a Department Routing • If Marketing Send to Home Page Library • If Not Send to Presentation Archive Retention • Marketing Forever • Others Three Months
  44. 44. Function Feature Scope Where to configure it Content Organizer Site Site Settings | Content Organizer Rules Hold and eDiscovery Site Site Settings | Hold and eDiscovery Section In place Records Management Site Collection Context Menu | Compliance Details Send to Records Center Define in Central Admin Central Admin: General Settings | Send To Connections ILM Variable Content Type definition; or override at library/folder level in library settings – Information Management Policy Settings
  45. 45. 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15.
  46. 46. Name Type Status Name File Required Contributor Multiple lines of text Optional Coverage Single line of text Optional Creator Single line of text Optional Date Created Date and Time Optional Date Modified Date and Time Optional Description Multiple lines of text Optional Format Single line of text Optional Resource Identifier Single line of text Optional Language Choice Optional Publisher Single line of text Optional Relation Multiple lines of text Optional Rights Management Multiple lines of text Optional Source Multiple lines of text Optional Keywords Multiple lines of text Optional Subject Single line of text Optional Title Single line of text Optional Resource Type Single line of text Optional
  47. 47. Best Practices
  48. 48. What to do next??? Closing concepts
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  51. 51.     • • •  • • Dark Secrets of MMS
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  55. 55. www.dublincore.org www.chrismcnulty.net/blog http://www.datafacet.com/signup.aspx?feat=GBT_SP2010 http://www.wictorwilen.se/Post/Create-SharePoint-2010-Managed-Metadata-with-Excel-2010.aspx
  56. 56.    c.mcnulty@hisoftware.com  http://www.chrismcnulty.net/blog      
  57. 57.   Wednesday 2:00pm Managed Metadata and Taxonomy Yosemite A    
  58. 58. http://1drv.ms/QhG6zY http://1drv.ms/1lFLScT
  59. 59. Q&A

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