sharepoint users group content classification step by step sharepoint 2007 and 2010
TRANSCRIPT
SharePoint Users Group
Content ClassificationStep by Step
SharePoint 2007 and 2010
Chris Welch
Synergy Corporate Technologies - in the business of making your business better.
email [email protected] +1 808 255 9431 fax +1 203 222 5299 www.synergyonline.com
Synergy is a Microsoft Gold Certified PartnerUSA | South Africa | United Kingdom | Asia Pacific
SharePoint 2007
Windows SharePoint
Platform
Content Management
Content Management
Search
BusinessProcesses
Portal
BusinessIntelligence
Collaboration
Agenda Overview Taxonomy Car vs. Drive vs. Blue Hands on lab SharePoint 2007 classification infrastructure Build it! Break SharePoint 2010 classification infrastructure
Managed metadata service Content types and content type hub Managed metadata
Content Classification• All stored information is based
upon some content classification system
Shared folder archives Web site hierarchies Databases E-mail inboxes More…
• Each system provides a solution to a particular need – it is designed
Why classify content?
• Enhance Navigation• Increase find-ability• Make the content more relevant• Differentiate classes of content• Security• Business process
• Manage content life cycle
How to Classify Content• Taxonomy
System to classify items Created through analysis of information
usage Structure – hierarchy of defined terms Presentation/Application – means for
assisting users to find, use, and manage content
• Taxonomy process is ongoing and iterative
Car vs. Drive vs. Blue• Classification is about something: car,
book, document, rating system, policy• A classification system creates a
descriptive hierarchy that provides detail about an item An item can be described in multiple
hierarchies• Items can have processes associated
with them
Hands On Lab• Taxonomy• Create categories for each • Create associated attribute
information• Da Kine Food, Inc. (We taste your food for fun and
profit) Food review procedures Food review categories
How to Classify Content in SharePoint 2007
• Sites in the Site Architecture• Lists and libraries• Columns - Metadata• Site collection columns• Site columns• List or library columns
• Content types
Demo• Da Kine Food, Inc.• Use tools to create content
categorization scheme based up hands on lab. May use Sites Site Columns Content types Libraries
Evaluation and Discussion• Process – building a taxonomy• Technology
Lists and libraries Site columns Content types Sites
Intermission
SharePoint 2010 Managed Metadata Service
• Basic characteristics Includes both content types and
managed metadata Has its own security infrastructure Supports delegation of management Cross site collection, web
application, and farm support
Content Types• Live in a site collection• Can be published across site
collections• Content type hub functionality
Site collection hub identified in the Managed Metadata Service
Content Type Hub Syndication feature at the site collection scope
• Caveats….
Managed Metadata Overview• Information resides in the term
store Managed terms Managed keywords
• Management is at the farm level, and is delegated to site level Term management Term contribution
Managed Metadata Definitions• Term Group – Security boundary
for delegation of management• Term Set – Groups of terms that
are managed in a hierarchy Open or closed Available for tagging
• Term – Individual vocabulary items May have synonyms
Keywords• Freestyle tagging of content by
contributors• Assists with the creation of
folksonomy• Good means for collecting
common terms used in a business or organization
• Can be promoted into a managed term set
Tagging or Applying Metadata• Managed metadata• Applied using the managed
metadata column type• Keywords• Applied using a keywords
column• Social tagging• Applied to items and pages
Using Metadata for Navigation• Metadata Navigation and Filtering
feature Enables lists and libraries to expose
tree view hierarchy and filter controls• Search
Refinement panel is managed metadata aware
Questions and Discussion