Theresa Eller presented on content types, document sets, managed metadata, and drop off libraries in SharePoint. She defined content types as a method for categorizing information and metadata as details that describe categorized information. She demonstrated how to create, publish, and assign content types and site columns. Document sets were described as folder-like items that inherit metadata, and the 10-step process for creating them was outlined. Managed metadata and how to create term sets and taxonomies was also summarized. Finally, the drop off library and content organizer features for routing documents based on rules was briefly explained.
EndNote is an online search tool
You can search online bibliographic resources and retrieve references directly into your EndNote library. You can also export references to EndNote from your favorite online resource
EndNote is an online search tool
You can search online bibliographic resources and retrieve references directly into your EndNote library. You can also export references to EndNote from your favorite online resource
Overview tutorial of the NIDDK Information Network (portal.dknet.org). dkNET provides seamless access to large pools of data relevant to the mission of the National Institute of Diabetes and Digestive and Kidney Diseases (NIDDK).
DSpace 7 - The Power of Configurable EntitiesAtmire
Presented at the Open Repositories 2019 conference in Hamburg.
"DSpace 7 has been extended with “Configurable Entities” in response to a growing need for describing more types of objects and relations between objects as well as compound objects; examples include: authors, projects, datasets, grants, lecture series, ... .
This talk will do a deeper dive into the new Configurable Entities feature, including how to configure your DSpace to support different object models and how users can create the relations between items. New concepts in DSpace 7 such as relations between items, virtual metadata, display options per object type, … will be introduced.
Defining an object model through configuration in DSpace 7 is made possible without using specific hardcoded Java classes for the specific objects. To achieve this the concept starts from the current DSpace Item object and extends it, also allowing institutions to keep using DSpace out-of-the-box with its familiar object model. The entities in a custom object model are items that can be typed, and relations between items of different types can be created. Several different object models can be defined and can exist alongside one another in the same repository."
In this session you will learn:
Object Identification in IDE
Multi Browser Testing
Locating by Identifier
Locating by ID
Locating by Name
Locating by Xpath
Locating by Xpath
Locating hyperlinks by link text
Locating by CSS Selector
Hierarchy for locating elements
Classroom Exercises
How to create Access apps in SharePoint 2013 using blank tables, templates, or apps downloaded from the SharePoint store; how to edit the default forms, create views, and generate reports
You might be using SharePoint, but are you following best practices? In this introduction to SharePoint session, attendees will learn about the building blocks of SharePoint, such as: What is a list? What is a library? What is a web part? Should I view/edit documents in the browser or in the client? What is versioning? How do I check out and check in a document? Additionally, attendees will learn how to create, modify, and switch views, as well as set up and manage alerts. This session will include demos in Office 365, but the concepts apply to the latest versions of SharePoint, including SharePoint 2016.
Overview tutorial of the NIDDK Information Network (portal.dknet.org). dkNET provides seamless access to large pools of data relevant to the mission of the National Institute of Diabetes and Digestive and Kidney Diseases (NIDDK).
DSpace 7 - The Power of Configurable EntitiesAtmire
Presented at the Open Repositories 2019 conference in Hamburg.
"DSpace 7 has been extended with “Configurable Entities” in response to a growing need for describing more types of objects and relations between objects as well as compound objects; examples include: authors, projects, datasets, grants, lecture series, ... .
This talk will do a deeper dive into the new Configurable Entities feature, including how to configure your DSpace to support different object models and how users can create the relations between items. New concepts in DSpace 7 such as relations between items, virtual metadata, display options per object type, … will be introduced.
Defining an object model through configuration in DSpace 7 is made possible without using specific hardcoded Java classes for the specific objects. To achieve this the concept starts from the current DSpace Item object and extends it, also allowing institutions to keep using DSpace out-of-the-box with its familiar object model. The entities in a custom object model are items that can be typed, and relations between items of different types can be created. Several different object models can be defined and can exist alongside one another in the same repository."
In this session you will learn:
Object Identification in IDE
Multi Browser Testing
Locating by Identifier
Locating by ID
Locating by Name
Locating by Xpath
Locating by Xpath
Locating hyperlinks by link text
Locating by CSS Selector
Hierarchy for locating elements
Classroom Exercises
How to create Access apps in SharePoint 2013 using blank tables, templates, or apps downloaded from the SharePoint store; how to edit the default forms, create views, and generate reports
You might be using SharePoint, but are you following best practices? In this introduction to SharePoint session, attendees will learn about the building blocks of SharePoint, such as: What is a list? What is a library? What is a web part? Should I view/edit documents in the browser or in the client? What is versioning? How do I check out and check in a document? Additionally, attendees will learn how to create, modify, and switch views, as well as set up and manage alerts. This session will include demos in Office 365, but the concepts apply to the latest versions of SharePoint, including SharePoint 2016.
SharePoint online training offered by Quontra Solutions with special features having Extensive Training will be in both SharePoint Online Training and Placement. We help you in resume preparation and conducting Mock Interviews.
Emphasis is given on important topics that were required and mostly used in real time projects. Quontra Solutions is an Online Training Leader when it comes to high-end effective and efficient IT Training. We have always been and still are focusing on the key aspect which is providing utmost effective and competent training to both students and professionals who are eager to enrich their technical skills.
Nate Chamberlain's session "SharePoint Wizardry for Content Management, Archiving and Retention" delivered at SharePoint Saturday Denver 2018. Includes on premises and O365 content to help you get started with cutting down on digital hoarding and organizing your content in an intuitive way defined by governance.
IA& Taxonomy Planning for SharePoint Online & Office 365DocFluix, LLC
I created this deck to support a training session for a new client, so they could understand the different features and terminology for designing an ECM / Records Management solution in SharePoint / Office 365.
SPSSTL - Content Management Internals Brian Caauwe
Learn how SharePoint content management features can work for you. Understanding the role of the content type hub, managed metadata, site policies and more; throughout this session you will find out how to ensure your configuration is setup for success and walk through practical applications for the feature set.
Similar to Branson - Taking Content Management Beyond Content Types (20)
Modern sites in SharePoint Online have some new and different features from previous versions of SharePoint on-premises. This presentation covers many of the features available as of September 29, 2023.
Inside The Vault: Bridging the Social Distancing Gap with SharePoint and TeamsTheresa Lubelski
In this case study, you will discover how IBERIABANK, which has approximately 3,800 employees, rolled out its first companywide site in SharePoint Online, leading to an unprecedented high of 17,452 site views in a single day. You will learn which SharePoint features, web parts, and customizations IBERIABANK used to protect their clients’ businesses—as well as their own—throughout COVID-19. Also, you will hear how the bank introduced Microsoft Teams an additional collaboration tool.
Modern SharePoint sites offer new Team and Communication sites; site themes and designs; new and updated web parts; enhanced lists and libraries; hub sites; integration with Flow, PowerApps, and Power BI; and much more.
NJSPUG-Introduction to SharePoint Patterns and Practices PowerShellTheresa Lubelski
Learn how to install, use, and troubleshoot SharePoint Patterns and Practices PowerShell, specifically to extract the site template from a Publishing site, create a new subsite, and apply the site template.
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After immersing yourself in the blue book and its red counterpart, attending DDD-focused conferences, and applying tactical patterns, you're left with a crucial question: How do I ensure my design is effective? Tactical patterns within Domain-Driven Design (DDD) serve as guiding principles for creating clear and manageable domain models. However, achieving success with these patterns requires additional guidance. Interestingly, we've observed that a set of constraints initially designed for training purposes remarkably aligns with effective pattern implementation, offering a more ‘mechanical’ approach. Let's explore together how Object Calisthenics can elevate the design of your tactical DDD patterns, offering concrete help for those venturing into DDD for the first time!
Essentials of Automations: Optimizing FME Workflows with ParametersSafe Software
Are you looking to streamline your workflows and boost your projects’ efficiency? Do you find yourself searching for ways to add flexibility and control over your FME workflows? If so, you’re in the right place.
Join us for an insightful dive into the world of FME parameters, a critical element in optimizing workflow efficiency. This webinar marks the beginning of our three-part “Essentials of Automation” series. This first webinar is designed to equip you with the knowledge and skills to utilize parameters effectively: enhancing the flexibility, maintainability, and user control of your FME projects.
Here’s what you’ll gain:
- Essentials of FME Parameters: Understand the pivotal role of parameters, including Reader/Writer, Transformer, User, and FME Flow categories. Discover how they are the key to unlocking automation and optimization within your workflows.
- Practical Applications in FME Form: Delve into key user parameter types including choice, connections, and file URLs. Allow users to control how a workflow runs, making your workflows more reusable. Learn to import values and deliver the best user experience for your workflows while enhancing accuracy.
- Optimization Strategies in FME Flow: Explore the creation and strategic deployment of parameters in FME Flow, including the use of deployment and geometry parameters, to maximize workflow efficiency.
- Pro Tips for Success: Gain insights on parameterizing connections and leveraging new features like Conditional Visibility for clarity and simplicity.
We’ll wrap up with a glimpse into future webinars, followed by a Q&A session to address your specific questions surrounding this topic.
Don’t miss this opportunity to elevate your FME expertise and drive your projects to new heights of efficiency.
Connector Corner: Automate dynamic content and events by pushing a buttonDianaGray10
Here is something new! In our next Connector Corner webinar, we will demonstrate how you can use a single workflow to:
Create a campaign using Mailchimp with merge tags/fields
Send an interactive Slack channel message (using buttons)
Have the message received by managers and peers along with a test email for review
But there’s more:
In a second workflow supporting the same use case, you’ll see:
Your campaign sent to target colleagues for approval
If the “Approve” button is clicked, a Jira/Zendesk ticket is created for the marketing design team
But—if the “Reject” button is pushed, colleagues will be alerted via Slack message
Join us to learn more about this new, human-in-the-loop capability, brought to you by Integration Service connectors.
And...
Speakers:
Akshay Agnihotri, Product Manager
Charlie Greenberg, Host
Dev Dives: Train smarter, not harder – active learning and UiPath LLMs for do...UiPathCommunity
💥 Speed, accuracy, and scaling – discover the superpowers of GenAI in action with UiPath Document Understanding and Communications Mining™:
See how to accelerate model training and optimize model performance with active learning
Learn about the latest enhancements to out-of-the-box document processing – with little to no training required
Get an exclusive demo of the new family of UiPath LLMs – GenAI models specialized for processing different types of documents and messages
This is a hands-on session specifically designed for automation developers and AI enthusiasts seeking to enhance their knowledge in leveraging the latest intelligent document processing capabilities offered by UiPath.
Speakers:
👨🏫 Andras Palfi, Senior Product Manager, UiPath
👩🏫 Lenka Dulovicova, Product Program Manager, UiPath
Transcript: Selling digital books in 2024: Insights from industry leaders - T...BookNet Canada
The publishing industry has been selling digital audiobooks and ebooks for over a decade and has found its groove. What’s changed? What has stayed the same? Where do we go from here? Join a group of leading sales peers from across the industry for a conversation about the lessons learned since the popularization of digital books, best practices, digital book supply chain management, and more.
Link to video recording: https://bnctechforum.ca/sessions/selling-digital-books-in-2024-insights-from-industry-leaders/
Presented by BookNet Canada on May 28, 2024, with support from the Department of Canadian Heritage.
Securing your Kubernetes cluster_ a step-by-step guide to success !KatiaHIMEUR1
Today, after several years of existence, an extremely active community and an ultra-dynamic ecosystem, Kubernetes has established itself as the de facto standard in container orchestration. Thanks to a wide range of managed services, it has never been so easy to set up a ready-to-use Kubernetes cluster.
However, this ease of use means that the subject of security in Kubernetes is often left for later, or even neglected. This exposes companies to significant risks.
In this talk, I'll show you step-by-step how to secure your Kubernetes cluster for greater peace of mind and reliability.
Encryption in Microsoft 365 - ExpertsLive Netherlands 2024Albert Hoitingh
In this session I delve into the encryption technology used in Microsoft 365 and Microsoft Purview. Including the concepts of Customer Key and Double Key Encryption.
Epistemic Interaction - tuning interfaces to provide information for AI supportAlan Dix
Paper presented at SYNERGY workshop at AVI 2024, Genoa, Italy. 3rd June 2024
https://alandix.com/academic/papers/synergy2024-epistemic/
As machine learning integrates deeper into human-computer interactions, the concept of epistemic interaction emerges, aiming to refine these interactions to enhance system adaptability. This approach encourages minor, intentional adjustments in user behaviour to enrich the data available for system learning. This paper introduces epistemic interaction within the context of human-system communication, illustrating how deliberate interaction design can improve system understanding and adaptation. Through concrete examples, we demonstrate the potential of epistemic interaction to significantly advance human-computer interaction by leveraging intuitive human communication strategies to inform system design and functionality, offering a novel pathway for enriching user-system engagements.
Smart TV Buyer Insights Survey 2024 by 91mobiles.pdf91mobiles
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Welcome to UiPath Test Automation using UiPath Test Suite series part 3. In this session, we will cover desktop automation along with UI automation.
Topics covered:
UI automation Introduction,
UI automation Sample
Desktop automation flow
Pradeep Chinnala, Senior Consultant Automation Developer @WonderBotz and UiPath MVP
Deepak Rai, Automation Practice Lead, Boundaryless Group and UiPath MVP
DevOps and Testing slides at DASA ConnectKari Kakkonen
My and Rik Marselis slides at 30.5.2024 DASA Connect conference. We discuss about what is testing, then what is agile testing and finally what is Testing in DevOps. Finally we had lovely workshop with the participants trying to find out different ways to think about quality and testing in different parts of the DevOps infinity loop.
3. Who is Theresa Eller?
• SharePoint/Business Systems Analyst
• MD Anderson Cancer Center (Houston, TX)
• President of Houston SharePoint User Group (HSPUG)
• www.h-spug.org
• Microsoft Office Specialist certified in SharePoint 2013
• Frequent speaker at SharePoint events
6. Content Types
Microsoft’s Definition
• Defines the attributes of a list item, a
document, or a folder. Each content
type can specify the following:
• Properties to associate with items of its
type
• Metadata to associate with items of its
type
• Workflows that can be started from
items of its type
• Information management policies to
associate with items of its type
• Document templates (for document
content types)
• Custom features
My Definitions
• Content Type
• Method for categorizing
information
• Metadata
• Details that describe the
information being categorized
7. What’s in Your Wallet?
Driver’s License
• Name
• Driver’s License Number
• Address
• Expiration Date
• Height
• Date of Birth
• Restrictions
Credit Card
• Name
• Type (Visa, MasterCard, etc.)
• Credit Card Number
• Expiration Date
9. Location, Location, Location
• Content Type Hub (SharePoint On-Premises)
• Set up in Central Admin
• Uses Managed Metadata Service
• Involves publishing content types through timer jobs
• Content Type Hub (SharePoint Online/Office 365)
• Created automatically
• Site Collection
• Reusable among sites in the same site collection
• Site
• Specific to the site where created
10. Find Your Content Type Hub
SharePoint 2013 On-Premises
• Central Administration >
Manage Service Applications >
Managed Metadata Service
• Click the Properties button
on the ribbon
Office 365/SharePoint Online
• Site settings >
Content type publishing
14. Site Collection & Site Level Content Types
Site Collection
• Site settings > Site content
types
Site
• Site settings > Site content
types
No Publishing Required
16. Document Sets
• Folder on steroids
• Inheritable metadata
• Site collection feature that must be enabled
17. 10-Step Process
1. Create site columns and content types
2. Assign site columns
3. Publish content types
4. Run Content Type Subscriber timer job
5. Create document set content types
6. Define document set settings & assign additional site columns
7. Publish document set content types
8. Run Content Type Subscriber timer job
9. Assign document set content type to document library
10. Create a document set
18. 1a. Create Site Columns (1 of 2)
• From site, site collection, or content type hub
• Site settings > Site columns > Create
22. 2. Assign Site Columns
• From site, site collection, or content type hub
• Site settings > Site content types > Content Type Name >
Add from existing site columns
23. 3. Publish Content Types
• Site settings > Site content types > Document Content Type Name
> Manage publishing for this content type
24. 4. Content Type Publishing/
Content Type Subscriber Timer Job
Office365
On-Premises
25. 5. Create Document Set Content Type
• From site, site collection, or content type hub
• Site settings > Site content types > Create
26. 6a. Define Document Set Settings (1 of 7)
• Site settings > Site content types > Document Set Content Type
Name
> Document Set settings
28. 6a. Define Document Set Settings (3 of 7)
• Delete the default content type (if it’s not being used)
29. 6a. Define Document Set Settings (4 of 7)
• Remove the default content type (after deleting it)
30. 6a. Define Document Set Settings (5 of 7)
• Mark the checkbox for document set columns
(metadata/properties) that each document should inherit
31. 6a. Define Document Set Settings (6 of 7)
• Highlight the columns (metadata/properties) to display on the
document set welcome page
• Click Add
32. 6a. Define Document Set Settings (7 of 7)
• Mark the checkbox to Update the Welcome Page of Document Sets
inheriting from this content type
• Click OK
33. 6b. Assign Additional Site Columns
• Site settings > Site content types > Document Set Content Type
Name
> Add from existing site columns
• Optional
34. 7. Publish Document Set Content Types
• Site settings > Site content types > Document Set Content Type
Name
> Manage publishing for this content type
35. 8. Content Type Publishing/
Content Type Subscriber Timer Job
Office365
On-Premises
36. 9. Assign Document Set Content Type to
Document Library (1 of 5)
• Library Settings > Advanced Settings
• Select the Yes radio button for Allow management of content types
• Click OK
37. 9. Assign Document Set Content Type to
Document Library (2 of 5)
• Library Settings > Add from existing site content types
38. 9. Assign Document Set Content Type to
Document Library (3 of 5)
• Locate the document set content type
• Click Add
• Click OK
39. 9. Assign Document Set Content Type to
Document Library (4 of 5)
• To set the document set content type as the default, click
Change new button order and default content type
40. 9. Assign Document Set Content Type to
Document Library (5 of 5)
• Set the Document Set to the first Position from Top
• To make it the default content type
• Uncheck Visible for the default content type (optional)
• Click OK
41. 10. Create a Document Set (1 of 2)
• In the library, click the Files tab
• From the ribbon, click the New Document dropdown
• Select the document set
42. 10. Create a Document Set (2 of 2)
• Enter metadata for the document set
• Click Save
43. Tips
• The document set welcome page uses the library’s default view
• Includes sorting, filtering, and grouping
• When uploading documents, some of the metadata data may not
appear for editing if using a browser other than Internet Explorer
• Disable the New Folder option in Advanced Settings if users should
not be able to create folders in the document set (or in the library)
• Enable versioning for the library
• Enables document set version capturing
45. Managed Metadata
• Taxonomy
• Pre-defined terms—grouped in term sets—provide consistency
• Key-ahead matching on terms and synonyms
• Term sets manageable by the business (with appropriate
permissions)
46. Find Your Global Term Store
SharePoint 2013 On-Premises SharePoint Online/Office 365
47. Create a Group (1 of 3)
• Right click on the Managed Metadata Service Application name
(top level with house icon)
• Click New Group
49. Create a Group (3 of 3)
• Enter general information about
this group
• Click Save
50. Create a Term Set (1 of 3)
• Right-click on the group
• Click New Term Set
51. Create a Term Set (2 of 3)
• Enter general information about this term set
• Owner is required to be able to save
• Click Save
52. Create a Term Set (3 of 3)
• Enter optional information
• Intended Use, Custom Sort, and Custom Properties
53. Add Terms to a Term Set (1 of 4)
• Right-click on term set
• Click Create Term
54. Add Terms to a Term Set (2 of 4)
• Name the term
55. Add Terms to a Term Set (3 of 4)
• Enter synonyms in the Other Labels field
• Click Save
56. Add Terms to a Term Set (4 of 4)
• Enter custom properties for the
term (optional)
• Click Save
57. Incorporate Term Sets in a Library (1 of 5)
• Create a new library column
• Select Managed Metadata as the column type
58. Incorporate Term Sets in a Library (2 of 5)
• Search for the term set or
• Expand the taxonomy until you locate the term set
• Click the term set to highlight it
• Click OK
59. Incorporate Term Sets in a Library (3 of 5)
• Upload a document to the library
• Edit the properties
• Click on the double tag icon to open the managed metadata
• Double-click the term
• Click OK
60. Incorporate Term Sets in a Library (4 of 5)
• Use key ahead matching to select a term or one of its synonyms
• Begin typing in the managed metadata field
• Select from the suggestions
61. Incorporate Term Sets in a Library (5 of 5)
• Click Save to keep the property changes
63. Content Organizer/Drop Off Library
• Automatically route documents from a drop off library to their
appropriate location based on content types
• Site feature that must be enabled
• Site settings > Content Organizer > Activate
64. Content Organizer Settings & Rules
• Site settings > Site Administration
• Content Organizer Settings
• Content Organizer Rules
77. Resources
• Content Types
• A look at content type hubs in SharePoint Online (Office 365)
• How to Fix Content Types that Won’t Unpublish from a Content Type Hub
• Document Sets
• Document Sets: A Step-by-Step Guide
• Drop Off Library
• Drop Off Library Setup Guide
• A quick look at the SharePoint 2010 Content Organizer
• Managed Metadata
• Introduction to managed metadata