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Taxonomy management using
MOSS 2007
Introduction
• Presenter: – Shai Petel– VP R&D KWizCom Corp.
SharePoint Technology SpecialistMCAD, MCTS, MCT
– [email protected]– +1 416 666 7790
KWizCom Business Card• Founded in 2005• Headquartered in Toronto• Global provider of add-ons and services• 3000+ customers worldwide
Business Target:
Deliver innovative and cost-effective add-ons, enabling customers to deploy excellent Microsoft SharePoint and Dynamics CRM solutions
faster than ever and at no risk.
Fields of expertise:
• Microsoft Office SharePoint • Microsoft Dynamics CRM
Competencies:
Gold Certified Partner• ISV• Information Worker
SharePoint Training RoadmapTarget Audience Basic Advanced
Content Editors
Implementers
.NET Developers
MOSS 2007 content management
(Collaboration sites, Portals, web sites)
Implementing Content Management solutions
with MOSS 2007
Developing WSS 3.0 & MOSS 2007 based
solutions
Branding and advanced customizations
Topics
Taxonomy basics
SharePoint 2007 capabilities
Filling the gaps – development
3rd-party solutions
Taxonomy basics
Taxonomy
the practice and science of
classification.
Why Classify?
Various studies show that information workers in average waste up to 10 hours per week on search and work duplication
Information workers cannot find the desired information
Information workers do not classify
Metadata is unmanageable – Data mining is not possible
Why Classify?
Conclusion:
Spending more time in storing the
information better = less time
finding the information we need
Use physical folder structure to classify content
Taxonomy basics
Deep hierarchies - hard to manage
Folders duplications
Multiple document copies for
1 to many relations
Then came the Metadata..
Taxonomy basics
Additional descriptive data
No more unnecessary deep hierarchies
Sort, Filter enhancement
Views
Searchable
11
LIVE DEMO
Use columns to categorize marketing presentations, support articles and sales proposals to company products
Taxonomy basics
Hierarchical Taxonomy
Well structured
Centrally managed
Used across the enterprise to
categorize content items
CollaborationCollaboration Pack
Cascading Lookup Field
List Filter web part
Calendar Plus web part
Survey Plus web part
WSS Productivity Pack
WSS Cross site search
SharePoint List Aggregator
Field-level permissions feature
Web 2.0SharePoint Wiki Plus
Tagging Feature
Rating Solution
Taxonomy basics
Web 2.0 Tagging
Use shared keywords &
auto-complete
Create new keywords
Everyone contributes
Taxonomy basics
Web 2.0 Tagging
Many tags/keywords
Tag Cloud visually shows which
tag are most popular
Clicking a tag presents a search
results page by this tag
Faceted Search
17
LIVE DEMO
Show SharePoint 3rd Party examples for:WEB 2.0 taggingHierarchy taggingTags index, tags and facets in search results
What’s missing in SharePoint?
• No cross-site categories/tagsNew field type / BDC Columns
• No hierarchical properties New field type
• Unable get email notifications for a classifier Event handlers / Workflows
• No WEB 2.0 TaggingTag Cloud/Index web part, tag results page
what’s missing in SharePoint?
• Unable to tag/categorize entities outside of SharePoint(Enterprise Taxonomy solution)Use of web services to link and tag items from outside
• Unable to refine search- Integrate web part in MOSS advanced search – like faceted- Index custom fields in SSP
Filling the gaps
Optional solutions
Buy a taxonomy solution
Use add-on (Free/commercial)
Free add-ons + Custom
development
Filling the gaps – Solution ingredients
Optional solutions
Tagging field type
Tag cloud/Tag index web part
Events handler/s
Web service API
Integration with Search
Import standard taxonomies (WAND example)
More information
• WSS SDK– Online:
http://msdn2.microsoft.com/en-us/library/aa902527.aspx – Download:
http://www.microsoft.com/downloads/details.aspx?familyid=05e0dd12-8394-402b-8936-a07fe8afaffd&displaylang=en
• MOSS SDK– Online: http://go.microsoft.com/?linkid=6162310 – Download: http://go.microsoft.com/?linkid=6162309
• Contact Us: [email protected]
QUESTIONS?
