johnson share point mms in enterprise applications
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SharePoint Saturday Chicago Suburbs - June 1st, 2013
SPS EVENTSChicago-Suburbs
The Managed Metadata Service Application in Enterprise SharePoint Solutions
Chris Johnson
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ABOUTCHRIS JOHNSON
Consultant on SharePoint Solutions team at PSC Group
5 years developing for SharePointMOSS 2007
SharePoint 2010SharePoint 2013
Architect: DMS @ Fortune 500 firm
3000-user base100+ national & international branches
MMS:100,000+ terms synchronized with 3 LOB systems
@chrisjohns0n thedotnetter.wordpress.com
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MANAGED METADATASERVICE APPLICATION
AGENDA
REQUIREMENTS
OVERVIEW:WHAT IS THE MMS?
USE CASE:WHY? HOW? Q&A
LUNCH&LEARNTHIRTYMINUTES
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WHAT IS MANAGED METADATA?
METADATA:INFORMATION
MANAGED METADATA:INFORMATIONTHAT CAN BE REUSED
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MANAGED DATA
Consume this data from any site collection on any web application that subscribes to the MMS
MANAGED CONTENT TYPES
Define and manage data in a central location: the Term Store
Define and manage content types in a central location: the Content Type Hub
Consume these content types from any site collection in any web application
MANAGED METADATA SERVICE APP:TWO SERVICES
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MANAGED METADATA SERVICE APP:TWO SERVICES
WEB APP 1
MMS APP
WEB APP 2
SITECOLL
SITECOLL
SITECOLL
SITECOLL
DEFINED
CONSUMED
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o TAG DOCUMENTS with client or prospect names
o TRACK RELATIONSHIP – Client vs. Prospect– which can change
o ACCESSIBLE from any site collection in intranet AND extranet
o MANAGE in one placeo Data is THE TRUTHo HUNDREDS or
THOUSANDS of companies
o CLEAN UI for multiple selection, if necessary
USE CASE:CLIENTS & PROSPECTS
REQUIREMENTS
REQUIREMENTS
Common requirement for enterprise applications:
manage documents throughout the entire Sales process
from PROSPECT toCLIENT
ONE SITE COLUMN
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MOSS 2007:TWO OPTIONS
CUSTOM CHOICE FIELDADVANTAGESo Centrally-managed with feature
upgrades (if defined in code)o -OR- could hook into external content
source (also requires custom field code)
DRAWBACKSo Can’t store additional data
(relationship)o Add choices with feature upgrade or
PowerShell… o If using external content source,
must manage in source applicationo UI nightmare
LOOKUP FIELD W/LISTADVANTAGESo Define in GUI or in codeo Stores additional data (relationship)DRAWBACKSo Still requires external data sourceo Must instantiate list in each site
collectiono UI still stinks
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SHAREPOINT 2010, 2013MANAGED METADATA
Any Site Collectionon any web appcan consume this term set.
Define a set of “Clients and Prospects” terms in one location, manage it in SharePoint GUI.
When a prospect becomes a client, make one change and it is reflected everywhere.
UI: Autocomplete as you type—Even for tens of thousands of terms.Even for multiple selections.
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MMS IMPLEMENTATION: ARCHITECTURE
SITE COLUMNS
SITE COLLECTIONS
WEB APPLICATIONS
SHARED SERVICE APPS POOLPSC MMS
PSC Intran
et
Sales
Client or
Prospect
Delivery
Client or
Prospect
Client Portal
Extranet
<Client>
Client or
Prospect
<Client>
Client or
Prospect
Term Set: Clients and Prospects
Term Store: PSC MMS
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TERM STORE ARCHITECTUREo Term Group: PSC
o Term Set: Clients and Prospectso Term: Clients (Not available for
tagging)o Term: <Company>o Term: <Company>
o Term: Prospectso Term: <Company>o Term: <Company>
IMPLEMENTATION
DEMO:TERM STORE
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EDIT PROPERTIES VIEW PROPERTIES
DEMO:USER INTERFACE
SITE COLUMN: CLIENT OR PROSPECT
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TAKE-AWAYSTHE MMS IS AWESOME!
DEFINE METADATA ONCE
CONSUME METADATA EVERYWHERE
REQUIREMENTSMMS:ENABLES USTO REUSEMETADATA
ACROSS SITE COLLECTIONS
ACROSS WEB APPLICATIONS
UI = AWESOME
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SHAREPOINT 2010 NEW IN SHAREPOINT 2013
JUST SCRATCHINGTHE SURFACE
MANAGED METADATA NAVIGATION
HASHTAGS
IMPORT & EXPORT WITH GUIDS
PIN& REUSE
CT HUB
SOCIAL
ENTERPRISE KEYWORDS
DEEP HIERARCHIES
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WIN A MICROSOFT SURFACE!
VISIT JENNIE AT THE PSC BOOTH IN THE VENDOR AREA
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THANK YOU!
@chrisjohns0n thedotnetter.wordpress.com