Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

SharePoint Fest - Document Management with Content Types, Taxonomy and Search


Published on

session presented at SharePoint Fest Denver 2013

Published in: Technology
  • Be the first to comment

  • Be the first to like this

SharePoint Fest - Document Management with Content Types, Taxonomy and Search

  2. 2. Bio Patrick Tucker  Strategic Data Systems, MS Gold Partner  Principal Consultant, SharePoint  MCT, MCTS, MCPD, MCITP, MCSD, MCAD, MCDBA   Blog:  Twitter: @TuckersNet
  3. 3. About SDSSDS Custom SharePoint SolutionsSpecializing in Agile development and SharePoint coding experience tocreate an optimal solution for your unique SharePoint application andintegration needs.· Workflow & InfoPath Forms for Business Process Automation· SharePoint Reports & BI Integration· Portals & Collaboration· Content Management(Agile Practices for proven faster delivery, higher quality, & increased business value.)
  4. 4. Today’s Conversation How to use Content Types to apply consistent metadata columns across documents, items & pages How to use the Taxonomy Term store to apply consistent values across documents, items & pages How to use SharePoint Search to locate and aggregate content based on metadata by customizing search results and refiners
  5. 5. Where to begin?  How do I organize list and library data in my SharePoint environment?  The focus should be not only on organizing but on locating content when you need it.
  6. 6. Reduce, Reuse and Recycle First determine what kind of information to store along with your data. Reduce business requirements and definitions into reusable types to be used in libraries, sites and the Enterprise Content Types are the reusable building blocks for SharePoint data Content can be recycled (or moved)
  7. 7. What Are Content Types? definitions, schemas collections of site columns are all about metadata – another tasty layer of data on top of the content This metadata can be surfaced in theSharePoint UI, Document Information Panel, workflows, pages and InfoPath forms
  8. 8. Creating and Using ContentTypes OTB Content Types Custom Content Types  Site Settings…Site Collection Administration…Site Content Types gallery  Created using site columns, which may be created on their own
  9. 9. Metadata and Content Types List level - columns associated with list/library Site level – shared content definitions Enterprise Level – Content Type Hub Values may be driven by taxonomy terms (think of choice fields on steroids)
  10. 10. Applied Metadata Metadata is applied to list items and documents Column data is saved along with other data
  11. 11. Pages Too! Your SharePoint pages are documents too and are built from content types Metadata can be displayed on the page Can be created in SharePoint Designer or through declarative code in Visual Studio Content Page Page Type Layout
  12. 12. DEMO Content Types in action!
  13. 13. Reusing Content Types Reuse the definition by building on it through inheritance  Document  Specialized Document  List Item  Specialized List Item Reuse content types across the enterprise with Content Type Syndication  Enforces governance – consistent use of content types across the enterprise  One site creates and shares Content Types  Other sites are subscribers to those types
  14. 14. Content Type Syndication MMS Properties is the place to start Create and publish content types in the “hub” site and consume in sites within the web application 2 Timer jobs control availability – “Content Type Hub” and “Content Type Subscriber”
  15. 15. Content Organizer The Content Organizer feature lets you automatically route submitted content based on Content Type Content Organizer Rules are created to route documents to a drop off library or other configured Send To location
  16. 16. Content Organizer Settings
  17. 17. Taxonomy Term Store Metadata is about consistency of data fields, taxonomy is about consistency of data values Terms Sets contain terms which can easily be updated over time
  18. 18. Where is TaxonomySurfaced? • THE TAXONOMY PICKER CONTROL Managed Metadata Columns • THE DOCUMENT INFORMATION PANEL • SEARCH
  19. 19. Demo Content Type Reuse and Managed Metadata
  20. 20. Organizing Content How do we group items together in SharePoint  Listsand Libraries  Folders  Document Sets  Taxonomy and Search
  21. 21. How Search Exposes TaxonomyValues Taxonomy • Taxonomy fields in your content are crawled and Fields generate a search property Crawled • Search managed Managed properties are Properties manually created and mapped to crawled Mapped properties Search • Search uses managed properties Uses in refinement and Properties querying
  22. 22. Search Managed Properties Managed properties allow refinement and search scopes to work with content type metadata Are mapped to crawled properties
  23. 23. Custom Search Results The Search Core Results web part can be customized to display a specific filtered result The “append text to query” property allows us to use managed property = value to confine search to a specific taxonomy term Fixed Keyword Query used to search by content type
  24. 24. Search Refinement 1. Create a new managed property mapped to ows_ContentType 2. Run a full crawl on your content source 3. Edit the Refinement Panel web part on your search results page, add XML to the Filter Category Definition property <Category Title="Content Type" Description=“ct description” Type="Microsoft.Office.Server.Search.WebControls.ManagedPropertyFilterGenerator" MetadataThreshold="5" NumberOfFiltersToDisplay="4" MaxNumberOfFilters="0" SortBy="Frequency" SortDirection="Descending" SortByForMoreFilters="Name" SortDirectionForMoreFilters="Ascending" ShowMoreLink="True" MappedProperty="ContentTypeRefinement" MoreLinkText="show more" LessLinkText="show fewer"/>
  25. 25. Questions  Patrick Tucker   @TuckersNet 