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SharePoint 2010 Enterprise Content Management with Inplace AutotaggingThis session discussess strategies and techniques for deploying taxonomies in SharePoint 2010 and also includes a discussion of how to jump-start a taxonomy project by using pre-built foundation taxonomies and automatic tagging capabilities or in place tagging so you don't have to wait for your next migration or force management to use s spreadsheet to identify every document by using Boolean search not just synonyms as part of your Term Set.
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Enterprise Content Management in SharePoint 2010 inplace autotagging with term sets
Ivan SandersSharePoint MVP Developer, EvangelistDimension [email protected]
Demo + Codehttp://bit.ly/kOqLnv
AgendaWho am IThe metadata revolutionWhat is metadataEnterprise metadataDocument Management
TagDiscoverManage
Term StorePowerShellSearch Results
RefinersFilter Generators
Metadata Revolution
video
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 set
Rich, symmetric client and web-based UX
Synonyms, multiple language support
Enable both folksonomy and taxonomy
Reader tagging surfaced in MySites and on documents
Bottoms-up folksonomy through ‘open’ fields
Structured hierarchical taxonomy
Ok to mix approaches at the field level
e.g. keywords and cost center code in the same content type
Syndication of content types incl. associated term sets and policy
Across webs, site collections, farms
Flexibly consume term sets from multiple levels around the organization
2 Primary ConceptsFolksonomy Taxonomy
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
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
Term Store, Term Sets & Terms
Service Application (Term Store) » Groups » Term Sets » Terms
Locations » Cities » RedmondAdministrators & users create term stores & terms
Flat 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
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
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
PowerShell ScriptsUpdateAllDocLibsKeywords.ps1
Term Store Management Tool
Provides 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
PowerShell ScriptsUpdateAllDoctLibsCtype.ps1
Search Refiner Filter GeneratorsManagedPropertyFilterGenerator
TaxonomyFilterGenerator
How to apply ctypes & terms in place using PowerShell & modify SharePoint Results
demo
Summary
Enterprise MetadataDocument Management
TagDiscoverManage
Document SetsDocument IDsTerm StoreSearch
EmpowerYour Users
Ivan Sanders SharePoint MVP/MCT Developer http://twitter.com/@iasanders
Thank our Sponsors
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Thank you!
Ivan [email protected] http://twitter.com/iasandershttp://www.linkedin.com/in/iasanders
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
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 Baginski http://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
Codeplex – with Source Codehttp://cksdev.codeplex.com
http://startermasterpages.codeplex.com http://spm.codeplex.com http://autospinstaller.codeplex.com http://spsf.codeplex.com http://slk.codeplex.com http://smarttools.codeplex.com http://spviewpermission.codeplex.comhttp://bidshelper.codeplex.com http://almspecialisttoolkit.codeplex.com http://spsf.codeplex.com
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
Ivan Sanders SharePoint MVP/MCT Developer http://twitter.com/@iasanders
Preview of what's next Windows 8
Metro Style Apps
Windows Charms + C
Windows Program Menu + X
Summary Search Result
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