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Enterprise Content Management in SharePoint 2010 inplace autotagging with term sets Ivan Sanders SharePoint MVP Developer, Evangelist Dimension Solutions [email protected] Demo + Code http://bit.ly/kOqLnv

Enterprise Content Management in SharePoint 2010 inplace autotagging with term sets

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Enterprise Content Management in SharePoint 2010 inplace autotagging with term sets. Demo + Code http://bit.ly/kOqLnv. Ivan Sanders SharePoint MVP Developer, Evangelist Dimension Solutions [email protected]. Agenda. Who am I What is metadata Enterprise metadata - PowerPoint PPT Presentation

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Page 1: Enterprise  Content Management in SharePoint 2010  inplace autotagging  with term sets

Enterprise Content Management in SharePoint 2010 inplace autotagging with term sets

Ivan SandersSharePoint MVP Developer, EvangelistDimension [email protected]

Demo + Codehttp://bit.ly/kOqLnv

Page 2: Enterprise  Content Management in SharePoint 2010  inplace autotagging  with term sets

AgendaWho am IWhat is metadataEnterprise metadataDocument Management

TagDiscoverManage

Term StoreSearch Results

Refiners

Page 4: Enterprise  Content Management in SharePoint 2010  inplace autotagging  with term sets

Metadata Revolution

video

Page 5: Enterprise  Content Management in SharePoint 2010  inplace autotagging  with term sets

Enterprise Metadata• Metadata promises to drive search, navigation and business behaviors Ongoing

challenges with user adoption and data consistency Features:Modern end-user experience

Auto-complete: MRU & against term setRich, symmetric client and web-based UXSynonyms, multiple language support

Enable both folksonomy and taxonomyReader tagging surfaced in MySites and on documentsBottoms-up folksonomy through ‘open’ fieldsStructured hierarchical taxonomyOk to mix approaches at the field level

e.g. keywords and cost center code in the same content typeSyndication of content types incl. associated term sets and policy

Across webs, site collections, farmsFlexibly consume term sets from multiple levels around the organization

Page 7: Enterprise  Content Management in SharePoint 2010  inplace autotagging  with term sets

Document Management:Feature Review

• Tagcross farm with shared hierarchal taxonomies, folksonomy and types automatically with location based metadata defaults

• Discoverwith metadata based navigation in client and serverwith location based view definitionsthe best content with Ratingsthe latest version with Unique Document IDsrepositories with ties to Office Client New/Open/Save

• ManageWith Document Sets for multi-document work productswith Metadata based content organizerwith Multi-stage retention policieswith Location/Folder based policieswith millions of documents

Page 8: Enterprise  Content Management in SharePoint 2010  inplace autotagging  with term sets

Additional Metadata ServicesDocument ratings

Human Readable Unique Document IDsMSFT-12-3455Insertable into document contents

Per-folder metadata defaultsAll documents in particular folder tagged Year=2007

Page 9: Enterprise  Content Management in SharePoint 2010  inplace autotagging  with term sets

Term Store, Term Sets & TermsService Application (Term Store) » Groups »

Term Sets » TermsLocations » Cities » Redmond

Administrators & users create term stores & termsFlat list or hierarchical listDisambiguating, reusing, merging & deprecating termsCustom properties available from OM

Term store facilitates the management & retrieval of metadata & relationshipsTerms can belong to one or more term sets

Translations & synonyms

Page 10: Enterprise  Content Management in SharePoint 2010  inplace autotagging  with term sets

Term Store

One term store per shared service app

Many groups per term store. Used as security boundary

Many term sets per group (max 1000 total per term store)30K terms per term set

(max. 1m total)SynonymsDescriptionTranslations(Custom properties)

Content Types

Metadata Service

Term Store

Term Set(s)

Term(s)

Group(s)

ContentType Hub

EmpowerYour Users

Page 11: Enterprise  Content Management in SharePoint 2010  inplace autotagging  with term sets

Enterprise Keywords & TagsEnterprise Keywords = Term

Free text entries are converted to terms in term store – not part of any hierarchy thoughCan be promoted to term sets

TagsCan be terms or keywordsShell Tags:

Kept in sync with the item’s managed keyword fieldSaved in the item’s managed keyword field

Social Tags:Allows users to create and apply keywords to itemsStored in social store, not with the item itself

Page 12: Enterprise  Content Management in SharePoint 2010  inplace autotagging  with term sets

Term Store Management ToolProvides rich interface for full management of term sets and terms

Import of term sets and termsTranslations & synonyms

Manage term set / term languagesSubmission policy (open / closed)

Open means users can submit terms to the term store (when adding / editing items)Regardless of the policy, users can always submit keywords

Page 13: Enterprise  Content Management in SharePoint 2010  inplace autotagging  with term sets

Term Store Management Tool

Page 14: Enterprise  Content Management in SharePoint 2010  inplace autotagging  with term sets

How to apply ctypes & terms in place using PowerShell & modify SharePoint Results

demo

Page 15: Enterprise  Content Management in SharePoint 2010  inplace autotagging  with term sets

SummaryEnterprise MetadataDocument Management

TagDiscoverManage

Document SetsDocument IDsTerm StoreSearch

EmpowerYour Users

Page 16: Enterprise  Content Management in SharePoint 2010  inplace autotagging  with term sets

Ivan Sanders SharePoint MVP/MCT Developer http://twitter.com/@iasanders

Thank our Sponsors

Please be sure to fill out your session evaluation!

Page 17: Enterprise  Content Management in SharePoint 2010  inplace autotagging  with term sets
Page 18: Enterprise  Content Management in SharePoint 2010  inplace autotagging  with term sets

Your Feedback is ImportantPlease fill out a session evaluation form.

Thank you!

Ivan [email protected] http://twitter.com/iasandershttp://www.linkedin.com/in/iasanders

Page 19: Enterprise  Content Management in SharePoint 2010  inplace autotagging  with term sets

The After-Party: SharePint

Karl Strauss Brewing Company 1157 Columbia Street San Diego, CA 92101Phone: 619-234-2739

Immediately following event closing & prize drawings (@6:30 pm)

Directions (.9 miles):1. Head northeast on 1st Ave2. Turn left onto W B St 3. Turn left onto Columbia StKarl Strauss will be on the left

Page 20: Enterprise  Content Management in SharePoint 2010  inplace autotagging  with term sets

Who Do you trust??Maurice Prather http://www.bluedoglimited.com/default.aspx Andrew Connell http://www.andrewconnell.com/blog Spence Harbar http://www.harbar.net Heather Solomon http://www.heathersolomon.com/blog Todd Klindt http://www.toddklindt.com/default.aspxTodd Baginskihttp://www.toddbaginski.com/blog Todd Bleeker http://bit.ly/edlSm5 Jan Tielens http://weblogs.asp.net/jan Patrick Tisseghem http://www.u2u.info/Blogs/Patrick/default.aspx Wictor Wilen http://www.wictorwilen.se Ted Patisson http://blog.tedpattison.net/default.aspx Lars Fastrup http://www.fastrup.net Carsten Keutmann http://keutmann.blogspot.comKeith Richie http://blog.krichie.comBill Baer http://blogs.technet.com/b/wbaer Sahil Malik http://blah.winsmarts.com Bil Simser http://weblogs.asp.net/bsimser Ivan Sanders http://msmvps.com/blogs/ivansanders

Page 22: Enterprise  Content Management in SharePoint 2010  inplace autotagging  with term sets

SharePoint 2010 GuidanceBook The Book

Downloads Developing Applications for SharePoint 2010 (includes the Help file [CHM], samples, and library source code)

Media•Introduction to Developing Applications with SharePoint 2010 •SharePoint Server-side Data Access – Part 1 of 3: Introduction •SharePoint Server-side Data Access – Part 2 of 3: Related Lists •SharePoint Server-side Data Access – Part 3 of 3: Analyzing Generated CAML

Support Discussions for patterns & practices SharePoint Guidance

Training Hands-on labs

Community patterns & practices SharePoint Guidance Community Site

License Microsoft patterns & practices license September 2009

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Ivan Sanders SharePoint MVP/MCT Developer http://twitter.com/@iasanders

Preview of what's next Windows 8

Page 24: Enterprise  Content Management in SharePoint 2010  inplace autotagging  with term sets

Metro Style Apps

Page 25: Enterprise  Content Management in SharePoint 2010  inplace autotagging  with term sets

Windows Charms + C

Page 26: Enterprise  Content Management in SharePoint 2010  inplace autotagging  with term sets

Windows Program Menu + X

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Summary Search Result

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File Search Result