reduce, reuse and recycle with content types - sptechcon 2013

Patrick TuckerPatrick.Tucker@sds-consulting.com

Reduce, Reuse and Recycle

with Content Types

2 | SPTechCon San Francisco 2013

Bio Patrick Tucker

Strategic Data Systems, MS Gold Partner Principal Consultant, SharePoint MCT, MCTS, MCPD, MCITP, MCSD, MCAD, MCDBA Patrick.Tucker@sds-consulting.com Blog: www.tuckersnet.com Twitter: @TuckersNet

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Reduce Reuse and Recycle with Content Types

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Three Rs Reduce business

requirements and definitions into types

Reuse those types across lists and libraries consistently

Recycle the content

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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

REDUCE

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Content Type Usage 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

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Create and Edit Content Types Can be done in SharePoint Designer

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Create and Edit Content Types Visual Studio Declarative Code

Content Type IDs are designed to be recursive – Parent Content Type ID + 00 + GUID

For reference – see http://msdn.microsoft.com/en-us/library/gg295290.aspx http://msdn.microsoft.com/en-us/library/aa543822(v=office.14).aspx

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Using Content Types Content Type Scope

Site Collection, Library or Enterprise Associated with Lists and Libraries

Must first be enabled to break “out of the box”

One library can support many content types

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Document Sets Document Sets are Content Types and can

contain content types

• Document Sets are Content Types and can contain/limit content types

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Page Layouts Pages are documents too and are built

from content types Content Types are the basis for page

layouts Metadata can be displayed on the page Can be created in SharePoint Designer or

indirectly in Visual Studio

REUSE

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REUSE Content Types support inheritance for

Reuse Content Types hubs allow reuse across site

collections Reusable workflows in SharePoint Designer

can be applied to content types Managed Metadata allows reuse of values

across list columns

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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 Publish content types from one site to

others

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Content Type Syndication MMS Properties is the place to start

Create and publish content types in the “hub” site and consume in other sites within the farm

2 Timer jobs control availability – “Content Type Hub” and “Content Type Subscriber”

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Content Type Processing SPD Content Type Workflows Visual Studio Event Receivers

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Reusable Workflows SharePoint 2010 allows

reusable workflows to be applied to a content type which is reusable across lists and libraries

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Event Receivers Event receivers may be applied to Content

Types Allows reuse of code across list instances

that use the same content types

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Reuse Values Managed metadata terms allow the reuse

of values across lists and libraries Taxonomy Columns allow selection of

values defined in a farm level term store

RECYCLE

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RECYCLE Relocate content via Content Organizer

Rules Find your content over and over by adding

a Content Type Refinement to Search

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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

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Content Organizer Settings

Property based conditions route

content

Specify alternate content type

names to accommodate

taxonomy differences

Submissions matched to a content type

Content is routed to a specific

location based on criteria

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Content Type Search The Core Search Results web part can be

used to filter by content type or a managed property

This allows aggregation across sites of items that implements the content type

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Search Refinement 1. Create a new managed property mapped to

ows_ContentType2. Run a full crawl on your content source3. 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"/>

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Questions

Thanks and please remember evals!