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Mark Orange - SharePoint 2010 Content Types Model - SPC NZ 2011

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At the 2011 New Zealand SharePoint Conference Mark Orange presented his Content Types Model, an approach he has developed to design, document and manage Content Types across a SharePoint platform and the solutions implemented upon it. The Content Types Model illustrates and describes the relationships, context, and purpose of all Content Types through the layers of an Enterprise SharePoint Platform.

Here are the example Visio diagrams, the workflow and the PowerPoint presentation for anyone to review, leverage and hopefully get value from.

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Mark Orange - SharePoint 2010 Content Types Model - SPC NZ 2011

  1. 1. NEW ZEALAND<br />SHAREPOINT<br />CONFERENCE<br />MARCH 16+17 2011<br />
  2. 2. Content Types Model<br />Mark Orange<br />
  3. 3.
  4. 4. Session Agenda<br />Content<br />Content Types<br />Content Types Columns<br />Content Types Model<br />
  5. 5. SharePoint Service Applications<br />SharePoint - Platform<br />SharePoint Server<br />Client Apps<br />Project Server<br />2010<br />Browsers (IE, Fire Fox)<br />Search Service<br />Project Web Access<br />PowerPoint Broadcast Service<br />Office Client<br />Excel Calc Service<br />Web Analytics Service<br />OneNote<br />FAST 2010 <br />User Profiles<br />Office Web App Service<br />3rd Party<br />Services..<br />FAST Search Service<br />Visio Graphics Service<br />InfoPath<br />Business<br />Connection Service<br />Access Service<br />Project<br />InfoPath <br />Service<br />Managed Metadata<br />Outlook <br />Word Conversion Service<br />PerformancePoint<br />RSS Viewers<br />SharePoint Foundation<br />SharePoint Workspace<br />Sandboxed Code Service<br />Usage & Health Logging<br />Visio<br />SharePoint Designer<br />Content<br />Config<br />Workflow<br />Access<br />
  6. 6. SharePoint - Platform<br />Content<br />Content<br />
  7. 7. SharePoint - Platform<br />Content<br />Lists & Libraries<br />Column<br />Column<br />Column<br />Column<br />Column<br />Column<br />
  8. 8. SharePoint - Platform<br />Content<br />Content Type<br />Column<br />Column<br />Column<br />Column<br />Column<br />Column<br />
  9. 9. Content Types<br />The fundamental building blocks for managing information and data within SharePoint<br />
  10. 10. What vs. Where <br />
  11. 11. Site Content Types Gallery<br />Book Content Type<br />Report Content Type<br />
  12. 12. Content Types<br /><ul><li>Client Code
  13. 13. Business Unit</li></ul>Document Base<br /><ul><li>Effective Date
  14. 14. Lawyer
  15. 15. Client Code
  16. 16. Business Unit
  17. 17. Review Date
  18. 18. Category
  19. 19. Client Code
  20. 20. Business Unit
  21. 21. Theme
  22. 22. Author
  23. 23. Client Code
  24. 24. Business Unit
  25. 25. Security Clearance</li></ul>Contract<br />Policy<br />Presentation<br /><ul><li>Security Clearance
  26. 26. Security Clearance
  27. 27. Security Clearance</li></li></ul><li>General Manager<br />General Manager<br />General Manager<br />Content Types<br />
  28. 28. Legal Team<br />HR<br />Marketing<br />Content Types<br />
  29. 29. Document Library<br />Document Library<br />Document Library<br />Content Type<br />Content Type<br />Content Type<br />Content Types<br />
  30. 30.
  31. 31. Content Types apply rules and behaviors based on what an item is<br />Lists and libraries apply rules and behaviors based on where an item is<br />Content Types<br />
  32. 32. Policies<br />Workflows<br />Columns<br />
  33. 33. The Columns in a Content Type define the different content elements and metadata needed to manage that type of information.<br />Columns need a purpose!<br />Columns<br />
  34. 34. Column Purposes <br />ContentInformation to be displayed to end users.<br />Metadata RecordInformation captured at a specific point in time that records an important immutable value.<br />Metadata FindabilityInformation to allow the discovery, sorting, filtering, and grouping of items.<br />Metadata ActivityInformation to support an activity, process or function. <br />
  35. 35. Columns <br />Content–Information to be displayed to end users.Column contains information such as text and images that is the content or part of the content of the SharePoint item that is to be displayed to end users. Such as the Headline or body of a web page item, the Name or phone number of a Contact item.<br />Metadata Record –Information as captured at a specific point in time and retained as a record.Column contains content or data that relates to a SharePoint item, such as a document or a task, which is an important record of a business transaction, activity or process. The column may contain the content that was published, or provide context about who edited the content and at what time. <br />Metadata Findability – Information to allow the discovery, sorting, filtering, and grouping of items.Column is leveraged by end users for advanced search, content query web parts, data view web parts, or views to create lists of SharePoint items based on the information within the column. For example all SharePoint items that are customer documents created after a certain date by a certain user.<br />Metadata Activity – Information to support an activity, process or function. Column contains information that is used programmatically to support an activity such as a workflow, routing of items, or integration with another business system such as K2 or SAP.<br />
  36. 36. <ul><li>Heading
  37. 37. Date
  38. 38. Source
  39. 39. Body
  40. 40. Category
  41. 41. Date Created
  42. 42. Date Modified</li></ul>Content Type: Article Web Page<br />Article Web Page<br />Content<br />Record<br />Findability<br />Activity <br />
  43. 43. Content Type: Project Task<br />Project Task Waterfall<br />Project Task Agile<br /><ul><li>Stage
  44. 44. Sprint</li></ul>Project Task Base<br /><ul><li>Title
  45. 45. Description
  46. 46. Owner
  47. 47. Due Date</li></ul>Content<br />Record<br />Findability<br />Activity <br />
  48. 48. Content Type: Client Document<br />Document Client Identity<br />Document Client Contract<br /><ul><li>Client Full Name Record
  49. 49. Contract Date</li></ul>Document Client Base<br /><ul><li>Name
  50. 50. Title
  51. 51. Client Full Name</li></ul>Content<br />Record<br />Findability<br />Activity <br />
  52. 52. COTENT TYPES<br />MODEL<br />
  53. 53. Content Types Model<br />PURPOSE: The Content Types Model illustrates and describes the relationships, context, and purpose of all Content Types through the layers of an Enterprise SharePoint Platform.<br />
  54. 54. Content Types Model<br />VALUE:<br />The model is an important information asset for the design and the on-going operational management of Content Types, and ultimately all information within a SharePoint platform. <br />
  55. 55. The Model: Layers<br />Site Layer<br />Solution Layer<br />Platform Layer<br />System Layer<br />
  56. 56. Site Layer<br />Solution Layer<br />Platform Layer<br />System Layer<br />
  57. 57. The Model: Layers<br />Site Layer<br />Solution Layer<br />Platform Layer<br />System Layer<br />
  58. 58. The Model: Layers<br />System Layer<br />
  59. 59. The System Layer<br />Owned and managed by: Microsoft<br />The generic foundation Content Types that are created by the Microsoft development team that builds the SharePoint product. <br />These are the Content Types that are automatically provisioned when SharePoint is installed in any organisation. <br />
  60. 60. The Model: Layers<br />Site Layer<br />Solution Layer<br />Platform Layer<br />System Layer<br />
  61. 61. The Model: Layers<br />Platform Layer<br />
  62. 62. The Platform Layer<br />Owned and managed by: Architecture and Governance<br />The global Content Types that are created for the enterprise and are consumed by solutions that are built on the platform. <br />As existing solutions evolve and new solutions are created new global Content Types will be identified as part of the solution design that need to be provisioned and managed as part of the Platform Layer.<br />
  63. 63. The Model: Layers<br />Site Layer<br />Solution Layer<br />Platform Layer<br />System Layer<br />
  64. 64. The Model: Layers<br />Solution Layer<br />
  65. 65. The Solution Layer<br />Owned and managed by: Architecture and Governance<br />The Content Types that are created for specific business solutions that are deployed on the platform. <br />These solutions are usually developed by a Project team and then handed over to the operations team on completion. <br />
  66. 66. The Solution Layer<br />Owned and managed by: Architecture and Governance<br />A critical part of the solution design process is to identify Content Types within a solution that will:<br />reuse existing Solution Layer Content Types<br />be new solution specific Content Types<br />extend Platform Layer Content Types <br />be new Platform Layer Content Types<br />
  67. 67. Solution Design Flow<br />
  68. 68. The Model: Layers<br />Site Layer<br />Solution Layer<br />Platform Layer<br />System Layer<br />
  69. 69. The Model: Layers<br />Site Layer<br />
  70. 70. The Site Layer<br />Owned and managed by: Ops team and Site Owners<br />The Content Types that are provisioned and configured for a specific SharePoint Site Collection and/or SharePoint Site that is being used by business users on the SharePoint platform.<br />
  71. 71. The Site Layer<br />Owned and managed by: Ops team and Site Owners<br />Sites are the end user experience of the SharePoint platform and the solutions delivered upon it. <br />A critical part of provisioning a site is understanding, communicating, and managing the type of site it is and the type of Content it manages within the organisation.<br />
  72. 72. Content Type Hub<br />The role of the Content Type hub is to provide centralised management of globalContent Types. <br />In particular parent Content Types.<br />Platform Layer<br />
  73. 73. THE MODEL<br />IN ACTION<br />
  74. 74.
  75. 75.
  76. 76. Thanks!<br />mark@knowledgecue.com<br />www.knowledgecue.com/Blog<br />
  77. 77. Gold Sponsors<br />Silver Sponsors<br />Bronze Sponsors<br />

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