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Managed Metadata Hersh Ajgaonkar PointBridge Solutions www.pointbridge.com w_cyber@hotmail.com	@wcyber http://lifewithsharepoint.com
Agenda Managed Metadata in 2010 Pre-Requisites Need for Metadata management History End User Experience  End User - DEMO Administrative / Design Experience Administrative / Design - DEMO Architectural components
Pre-Requisites FARM Web Application Site Collection Site Lists Document Libraries Content Types Metadata
Agenda Managed Metadata in 2010 Need for Metadata Management History End User Experience  End User - DEMO Administrative / Design Experience Administrative / Design - DEMO Architectural components
met·a·da·ta
Need for Metadata Easily classify information Easily find information
Metadata
Agenda Managed Metadata in 2010 	Need for Metadata Management History End User Experience  End User - DEMO Administrative / Design Experience Administrative / Design - DEMO Architectural components
History Columns to be used as metadata…
History Values to be used as metadata…
History Oops…
Agenda Managed Metadata in 2010 Need for Metadata Management History End User Experience  End User – DEMO Administrative / Design Experience Administrative / Design – DEMO Architectural components
End User Experience Data Entry Options Type ahead with synonyms Hierarchical picker Office Integration Navigation Navigation within your lists / document libraries Filter on key values
End User Experience DEMO
End User Experience Gotchas Does not work in Datasheet view Does not work in InfoPath forms If you customize (InfoPath) your list/library views, you won’t be able to use the MM columns
Agenda Managed Metadata in 2010 Need for Metadata Management History End User Experience End User – DEMO Administrative / Design Experience Administrative / Design – DEMO Architectural components
Administration / Design New Column Type DEMO
Administrative / Design Plan for Metadata Start with Groups -> Term Sets -> Terms Use the planning worksheet provided by Microsoft Term Sets Planning: http://bit.ly/TSPlanning Detailed Term Sets: http://bit.ly/DetailTSPlan Have no clue where to start? Have $$?http://bit.ly/Layer2Terms (Layer2 Product)
Design : Term Set Planning
Design: Detailed Terms
Administrative / Design Control over metadata with flexibility of deployment as compared to 2007 Allows for hierarchical storage Hierarchy gives context Security
Administrative / Design Accessible from Central Admin as well as Site Settings Synonyms Multi-Lingual User Interface (MUI) Feedback from end users (Contact) Delete Rename
Administrative / Design Content Type Hub Allows you, the admin, to share content types across site collections In the MMS, you can select which Site Collection is to be used as a HUB 1 SC per MMS
Administrative / Design Service Configuration
Administrative / Design Group
Administrative / Design Term Set
Administrative / Design Term
Administrative / Design DEMO
Administrative / Design Gotchas As an admin, although you have rights to look at the term store, you need to add yourself as the ‘Term Store Administrator’
Gotchas Import option available but NO EXPORT In certain cases, the features required are not enabled (not available in UI, use PS) Enable-SPFeature-id "73EF14B1-13A9-416b-A9B5-ECECA2B0604C" -Url <Site-URL> Enable-SPFeature-id "7201D6A4-A5D3-49A1-8C19-19C4BAC6E668" -Url <Site-URL> Administrative / Design
Guidelines http://bit.ly/SP2010Capacity
Agenda Managed Metadata in 2010 Need for Metadata Management History End User Experience End User – DEMO Administrative / Design Experience Administrative / Design – DEMO Architectural components
Architectural Components Based on Service Application Architecture  “Managed Metadata Service” is the Service Application we need Uses a DB to store and manage information Can create more than 1 MMS Web App can be associated with more than 1 MMS
FARM 1 Architectural Components FARM 2 Web App1  Web App 2  Web App 3  Managed Metadata Service MMSDB
Things to think about… Designing your IA for tagging information – best way to architect the Term Store(s) Sharing content types across Site Collections? Security? Size? DR when architecting MMS stores (number)
Q & A ?
Housekeeping Please remember to submit your session evaluation forms after each session you attend to increase your chances at the raffle Follow SharePoint Saturday Chicago on Twitter @spschicago and hashtag #spschicago
Thanks to Our Sponsors! Premier Gold Silver Bronze Sponsors
Thank You! Hersh Ajgaonkar I can be reached at: w_cyber@hotmail.com @wcyber

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Manage Metadata in SharePoint 2010

  • 1. Managed Metadata Hersh Ajgaonkar PointBridge Solutions www.pointbridge.com w_cyber@hotmail.com @wcyber http://lifewithsharepoint.com
  • 2. Agenda Managed Metadata in 2010 Pre-Requisites Need for Metadata management History End User Experience End User - DEMO Administrative / Design Experience Administrative / Design - DEMO Architectural components
  • 3. Pre-Requisites FARM Web Application Site Collection Site Lists Document Libraries Content Types Metadata
  • 4. Agenda Managed Metadata in 2010 Need for Metadata Management History End User Experience End User - DEMO Administrative / Design Experience Administrative / Design - DEMO Architectural components
  • 6. Need for Metadata Easily classify information Easily find information
  • 7.
  • 9. Agenda Managed Metadata in 2010 Need for Metadata Management History End User Experience End User - DEMO Administrative / Design Experience Administrative / Design - DEMO Architectural components
  • 10. History Columns to be used as metadata…
  • 11. History Values to be used as metadata…
  • 13. Agenda Managed Metadata in 2010 Need for Metadata Management History End User Experience End User – DEMO Administrative / Design Experience Administrative / Design – DEMO Architectural components
  • 14. End User Experience Data Entry Options Type ahead with synonyms Hierarchical picker Office Integration Navigation Navigation within your lists / document libraries Filter on key values
  • 16. End User Experience Gotchas Does not work in Datasheet view Does not work in InfoPath forms If you customize (InfoPath) your list/library views, you won’t be able to use the MM columns
  • 17. Agenda Managed Metadata in 2010 Need for Metadata Management History End User Experience End User – DEMO Administrative / Design Experience Administrative / Design – DEMO Architectural components
  • 18. Administration / Design New Column Type DEMO
  • 19. Administrative / Design Plan for Metadata Start with Groups -> Term Sets -> Terms Use the planning worksheet provided by Microsoft Term Sets Planning: http://bit.ly/TSPlanning Detailed Term Sets: http://bit.ly/DetailTSPlan Have no clue where to start? Have $$?http://bit.ly/Layer2Terms (Layer2 Product)
  • 20. Design : Term Set Planning
  • 22. Administrative / Design Control over metadata with flexibility of deployment as compared to 2007 Allows for hierarchical storage Hierarchy gives context Security
  • 23. Administrative / Design Accessible from Central Admin as well as Site Settings Synonyms Multi-Lingual User Interface (MUI) Feedback from end users (Contact) Delete Rename
  • 24. Administrative / Design Content Type Hub Allows you, the admin, to share content types across site collections In the MMS, you can select which Site Collection is to be used as a HUB 1 SC per MMS
  • 25. Administrative / Design Service Configuration
  • 30. Administrative / Design Gotchas As an admin, although you have rights to look at the term store, you need to add yourself as the ‘Term Store Administrator’
  • 31. Gotchas Import option available but NO EXPORT In certain cases, the features required are not enabled (not available in UI, use PS) Enable-SPFeature-id "73EF14B1-13A9-416b-A9B5-ECECA2B0604C" -Url <Site-URL> Enable-SPFeature-id "7201D6A4-A5D3-49A1-8C19-19C4BAC6E668" -Url <Site-URL> Administrative / Design
  • 33. Agenda Managed Metadata in 2010 Need for Metadata Management History End User Experience End User – DEMO Administrative / Design Experience Administrative / Design – DEMO Architectural components
  • 34. Architectural Components Based on Service Application Architecture “Managed Metadata Service” is the Service Application we need Uses a DB to store and manage information Can create more than 1 MMS Web App can be associated with more than 1 MMS
  • 35. FARM 1 Architectural Components FARM 2 Web App1 Web App 2 Web App 3 Managed Metadata Service MMSDB
  • 36. Things to think about… Designing your IA for tagging information – best way to architect the Term Store(s) Sharing content types across Site Collections? Security? Size? DR when architecting MMS stores (number)
  • 37. Q & A ?
  • 38. Housekeeping Please remember to submit your session evaluation forms after each session you attend to increase your chances at the raffle Follow SharePoint Saturday Chicago on Twitter @spschicago and hashtag #spschicago
  • 39. Thanks to Our Sponsors! Premier Gold Silver Bronze Sponsors
  • 40. Thank You! Hersh Ajgaonkar I can be reached at: w_cyber@hotmail.com @wcyber