What Are The Drone Anti-jamming Systems Technology?
SharePoint Fest - Document Management with Content Types, Taxonomy and Search
1. WHERE DID I PUT THAT?
SHAREPOINT 2010 DOCUMENT
MANAGEMENT WITH CONTENT TYPES,
TAXONOMY & SEARCH
Patrick Tucker
tuckersnet@live.com
2. Bio
Patrick Tucker
Strategic Data Systems, MS Gold Partner
Principal Consultant, SharePoint
MCT, MCTS, MCPD, MCITP, MCSD, MCAD,
MCDBA
tuckersnet@live.com
Blog: www.tuckersnet.com
Twitter: @TuckersNet
3. About SDS
SDS Custom SharePoint Solutions
Specializing in Agile development and SharePoint coding experience to
create an optimal solution for your unique SharePoint application and
integration 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. 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. 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. 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. 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 the
SharePoint UI, Document Information Panel,
workflows, pages and InfoPath forms
8. Creating and Using Content
Types
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. 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. Applied Metadata
Metadata is applied to list items and
documents
Column data is saved along with other data
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
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. 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. 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
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. Where is Taxonomy
Surfaced?
• THE TAXONOMY PICKER CONTROL
Managed Metadata
Columns
• THE DOCUMENT INFORMATION
PANEL
• SEARCH
19. Demo
Content Type Reuse and Managed Metadata
20. Organizing Content
How do we group items together in SharePoint
Listsand Libraries
Folders
Document Sets
Taxonomy and Search
21. How Search Exposes Taxonomy
Values
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. Search Managed Properties
Managed properties allow refinement and
search scopes to work with content type
metadata
Are mapped to crawled properties
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. 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"/>
The webinar is brought to you by SDS Custom SharePoint Solutions.We specialize in custom SharePoint development, leveraged by agile practices and SharePoint coding best practices. By bringing these elements together, we focus on building custom solutions that help teams move more quickly and deliver higher quality experiences through SharePoint.Custom areas we focus on include:· Workflow & InfoPath Forms for Business Process Automation· SharePoint Reports & BI Integration· Portals & Collaboration· Content ManagementAgain, I am your host today, and I am a Principal Consultant in our SharePoint practice.Our presenter is Scott Brickey, Manager of our SharePoint practice.Scott has16 years of experience in the IT industry and has been consulting for 8 years. In that time, he has performed solution architecture, administration, and development, and training. He has focused on SharePoint solutions over the past three years, offering SharePoint custom development, specialized training, and embedded expertise in client teams while earning his MCTS and MCP certifications. Scott’s experience has provided technical solutions and consulting across many industries utilizing various platforms including ASP, SQL, .Net, and SharePoint. He is a frequent speaker at SharePoint Saturday events and other groups.Welcome Scott....[hand over to Scott]