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Johnson share point mms in enterprise applications

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Johnson share point mms in enterprise applications

  1. 1. SharePoint Saturday Chicago Suburbs1SponsorsPlatinumGoldSilver
  2. 2. SharePoint Saturday Chicago Suburbs - June 1st, 2013SPSEVENTSChicago-SuburbsTheManaged Metadata Service Applicationin Enterprise SharePoint SolutionsChris Johnson
  3. 3. SharePoint Saturday Chicago Suburbs3ABOUTCHRIS JOHNSONConsultant on SharePoint Solutions team atPSC Group5 years developing for SharePointMOSS 2007SharePoint 2010SharePoint 2013Architect: DMS @Fortune 500 firm3000-user base100+ national &internationalbranchesMMS:100,000+ termssynchronized with3 LOB systems@chrisjohns0n thedotnetter.wordpress.com
  4. 4. SharePoint Saturday Chicago Suburbs4MANAGEDMETADATASERVICEAPPLICATIONAGENDAREQUIREMENTSOVERVIEW:WHAT IS THEMMS?USE CASE:WHY? HOW? Q&ALUNCH&LEARNTHIRTYMINUTES
  5. 5. SharePoint Saturday Chicago Suburbs5WHAT ISMANAGEDMETADATA?METADATA:INFORMATIONMANAGED METADATA:INFORMATIONTHAT CAN BE REUSED
  6. 6. SharePoint Saturday Chicago Suburbs6MANAGED DATAConsume this data from any sitecollection on any webapplication that subscribes to theMMSMANAGED CONTENT TYPESDefine and manage data in acentral location: the Term StoreDefine and manage contenttypes in a central location: theContent Type HubConsume these content typesfrom any site collection in anyweb applicationMANAGED METADATA SERVICEAPP:TWO SERVICES
  7. 7. SharePoint Saturday Chicago Suburbs7MANAGED METADATA SERVICEAPP:TWO SERVICESWEB APP 1MMS APPWEB APP 2SITECOLLSITECOLLSITECOLLSITECOLLDEFINEDCONSUMED
  8. 8. SharePoint Saturday Chicago Suburbs8o TAG DOCUMENTS withclient or prospect nameso TRACK RELATIONSHIP –Client vs. Prospect– whichcan changeo ACCESSIBLE from anysite collection in intranetAND extraneto MANAGE in one placeo Data is THE TRUTHo HUNDREDS orTHOUSANDS ofcompanieso CLEAN UI for multipleselection, if necessaryUSE CASE:CLIENTS &PROSPECTSREQUIREMENTSREQUIREMENTSCommonrequirementfor enterpriseapplications:managedocumentsthroughout theentire SalesprocessfromPROSPECTtoCLIENTONE SITE COLUMN
  9. 9. SharePoint Saturday Chicago Suburbs9MOSS 2007:TWO OPTIONSCUSTOM CHOICE FIELDADVANTAGESo Centrally-managed with feature upgrades(if defined in code)o -OR- could hook into external contentsource (also requires custom field code)DRAWBACKSo Can’t store additional data (relationship)o Add choices with feature upgrade orPowerShell…o If using external content source, mustmanage in source applicationo UI nightmareLOOKUP FIELD W/LISTADVANTAGESo Define in GUI or in codeo Stores additional data (relationship)DRAWBACKSo Still requires external data sourceo Must instantiate list in each site collectiono UI still stinks
  10. 10. SharePoint Saturday Chicago Suburbs10SHAREPOINT 2010, 2013MANAGED METADATAAny Site Collectionon any web appcan consume this term set.Define a set of―Clients andProspects‖ terms inonelocation, manage itin SharePoint GUI.When a prospect becomes a client, make onechange and it is reflected everywhere.UI: Autocomplete as you type—Even for tens of thousands ofterms.Even for multiple selections.
  11. 11. SharePoint Saturday Chicago Suburbs11MMS IMPLEMENTATION:ARCHITECTURESITE COLUMNSSITECOLLECTIONSWEBAPPLICATIONSSHAREDSERVICE APPSPOOLPSCMMSPSCIntranetSalesClient orProspectDeliveryClient orProspectClientPortalExtranet<Client>Client orProspect<Client>Client orProspectTerm Set: Clients andProspectsTerm Store: PSC MMS
  12. 12. SharePoint Saturday Chicago Suburbs12TERM STOREARCHITECTUREo Term Group: PSCo Term Set: Clients and Prospectso Term: Clients (Not available fortagging)o Term: <Company>o Term: <Company>o Term: Prospectso Term: <Company>o Term: <Company>IMPLEMENTATIONDEMO:TERM STORE
  13. 13. SharePoint Saturday Chicago Suburbs13EDIT PROPERTIES VIEW PROPERTIESDEMO:USER INTERFACESITE COLUMN: CLIENT OR PROSPECT
  14. 14. SharePoint Saturday Chicago Suburbs14TAKE-AWAYSTHE MMS IS AWESOME!DEFINEMETADATAONCECONSUMEMETADATAEVERYWHEREREQUIREMENTSMMS:ENABLES USTO REUSEMETADATAACROSSSITECOLLECTIONSACROSSWEBAPPLICATIONSUI =AWESOME
  15. 15. SharePoint Saturday Chicago Suburbs15SHAREPOINT 2010 NEW IN SHAREPOINT 2013JUST SCRATCHINGTHE SURFACEMANAGEDMETADATANAVIGATIONHASHTAGSIMPORT&EXPORTWITH GUIDSPIN&REUSECT HUBSOCIALENTERPRISEKEYWORDSDEEP HIERARCHIES
  16. 16. SharePoint Saturday Chicago Suburbs16WIN AMICROSOFT SURFACE!VISIT JENNIE AT THE PSC BOOTHIN THE VENDOR AREA
  17. 17. SharePoint Saturday Chicago Suburbs17THANK YOU!@chrisjohns0n thedotnetter.wordpress.com

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