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United Airlines 2012 Microsoft SharePoint Conference Presentation

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How United is Using Taxonomy to Drive Procurement. SharePoint 2013 Product Catalog and Content by Search.

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  • 1. Fly to airports on six continents from our hubs in Chicago, Cleveland, Denver,Guam, Houston, Los Angeles, New York/Newark, San Francisco, Tokyo andWashington, D.C.In 2011, United carried more traffic than any other airline in the world, andoperated more than two million flights carrying 142 million passengers.United operates nearly 700 mainline aircraft and has orders for more than 270 newaircraft deliveries through 2022, including 25 Airbus A350XWBs and 100 Boeing737 MAX 9 aircraft. United took delivery of the first two of five newDreamliners it expects to receive this year; in total, United has ordered 50 ofthe aircraft.United was rated the worlds most admired airline on FORTUNE magazines 2012airline-industry list of the Worlds Most Admired Companies.
  • 2. United Boeing 787Airlines
  • 3. Aviation and First in US to fly 787 20% more fuel efficientenvironmental Testing biofuel-powered aircraft SharePoint for global environmental complianceComputing SharePoint 2010 internal and external ECM farms 20% of United.com content from SharePoint http://www.UnitedHub.com Early adopters: SharePoint 2013 RDP*, Windows 8, Server 2012 and System Center 2012 TAP*
  • 4. 2001: SharePoint Portal Server for project documents2007: MOSS for targeted application Architectural Review Committee2008: MOSS as enterprise platform eDiscovery and ECM2010: New SP 2010 farm and upgraded 2007 sites2012: SharePoint 2013 development for production Service Catalog application and Social
  • 5. Fundamental PrinciplesDropdowns How do you decidepromote whats on thestandardization dropdown list?Defaults plus Standardize, automateoption to change then make it flexibleGuides the users Lists includes locationsin what to do where to put content
  • 6. Key to effective ECM Automationstrategy Site provisioningProcess, structure & tools Feature staplingSmall scale - manual No unstructured self-site provisioning Set default content types and Sites go on a list for management metadata per site User guidelines and training materials Guide user behavior with Auditing structure and defaultsLarge scale - automate
  • 7. Foundations in 2007 1 http://www.aiim.org/What-is-ECM-Enterprise-Content-Management
  • 8. Fundamental Principles Things that define aviation are the same between versions Once established, enterprise content types are mostly consistent between versions 2007 content types and columns were migrated to 2010 during upgrade
  • 9. Initial 2007 targeted app at site collection level Templates, content types and Site collection workflow per object level scope We defined 8 objects including: Design Proposal Summary (with parts list) Architectural Engineering Work Order Review Committee (ARC) application Groupings. Categorize what you have. Taxonomy: List of lists
  • 10. Evolution of MOSS in 2008 farm level content types For records and content management Farm level Classify and put in virtual shoeboxes scope Can be based on Legal record retention policy Enterprise content Work with each group on their types and site metadata lists (e.g. aircraft types, columns (keep this locations, contract types) number small) Create centralized metadata only for what is common to the enterprise
  • 11. Enhancements in2010Centralized ManagedMetadata Service (MMS)MMS term sets scopedto farm or site collection
  • 12. * Can be used across multiple site collections
  • 13. Mouse over Windows iconand click play button
  • 14. Level 1 1 3 2
  • 15. Level 2Child Terms /SubcategoriesPage with customweb part based oncurrent taxonomycontext to iteratethrough term setItem context based ontaxonomy node fromfriendly URL (Term:Hardware)
  • 16. Level 3List Items / ProductsDefine result scopeContent Search WPWP gets items fromSearch IndexResults filtered oncurrent term contextand CT from friendly withItem context ProductsImagesURL
  • 17. Level 3 ContinuedList Items / ProductsEach item on the pageuses display templateList of items and theirproperties are surfacedthrough Search IndexManaged PropertiesItem context from friendlyURL (Term: Laptop)
  • 18. Level 4 1 21) Catalog Item Reuse web part OOTB page2) Custom shopping cart web part3) Questionnaire form 3 web partItem context from friendlyURL (ID). Web parts crossreference Products list forproduct information
  • 19. Check out page
  • 20. Pre-Created Site ColumnsPre-Created Content Types(Products, Products withImages)Pre-Created Term GroupPre-Created custom list ProductsWeb Parts to consume crawleditems in Search Index
  • 21. Catalog-Item Search BoxReuse Web Search ResultsPart Content SearchPopular Items Web PartRecommendedItemsRefinement
  • 22. Term Store drives thenavigationProduct are taggedfrom the availableterms in Term StoreNavigation is driventhrough the navigationsettings pageFeature to overrideindividual term setnavigation page
  • 23. Cross-SitePublishingPublishingenabled listsand libraries
  • 24. Ranking Query Spell Correction Query Rules
  • 25. Result Types Display Templates Search Refinement Query Suggestions
  • 26. Managed Properties and Crawled PropertiesSite Columns are automaticallyconfigured as crawled propertieswhen list or library is publishedMap crawled properties tomanaged propertiesManaged Property is now at sitecollection levelManaged Property is alsoavailable at the Search ServiceApplication (SSA) level
  • 27. Customize the web parts look and feelwithout creating custom solutions thatoverride the OOTB web partsDisplay templates is now available formost of the web parts including CSWP,Search box
  • 28. Mouse over Windows iconand click play button
  • 29. MySites2010Plannedaroundupgradepath to 2013
  • 30. Questions?Thank you for attendingour presentation today.We appreciate yourinterest. Please fill out your session review forms Enjoy the conference!