Enterprise Content Management in SharePoint 2010 inplace autotagging with term sets

1. Enterprise Content Management in SharePoint 2010 inplaceautotagging with term sets Demo + Code http://bit.ly/kOqLnv • Ivan Sanders • SharePoint MVP Developer, EvangelistDimension Solutions • ivan@dimension-si.com

2. Agenda • Who am I • What is metadata • Enterprise metadata • Document Management • Tag • Discover • Manage • Term Store • Search Results • Refiners

4. Metadata Revolution video

5. 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 folksonomyandtaxonomy • 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

6. 2 Primary Concepts Folksonomy Taxonomy

7. Document Management:Feature Review • Tag • cross farm with shared hierarchal taxonomies, folksonomy and types automatically with location based metadata defaults • Discover • with metadata based navigation in client and server • with location based view definitions • the best content with Ratings • the latest version with Unique Document IDs • repositories with ties to Office Client New/Open/Save • Manage • With Document Sets for multi-document work products • with Metadata based content organizer • with Multi-stage retention policies • with Location/Folder based policies • with millions of documents

8. Additional Metadata Services • Document ratings • Human Readable Unique Document IDs • MSFT-12-3455 • Insertable into document contents • Per-folder metadata defaults • All documents in particular folder tagged Year=2007

9. Term Store, Term Sets & Terms • Service Application (Term Store) » Groups » Term Sets » Terms • Locations » Cities » Redmond • Administrators & users create term stores & terms • Flat list or hierarchical list • Disambiguating, reusing, merging & deprecating terms • Custom properties available from OM • Term store facilitates the management & retrieval of metadata & relationships • Terms can belong to one or more term sets • Translations & synonyms

10. EmpowerYour Users Term Store • Metadata Service One term store per shared service app • ContentTypeHub • Term Store Many groups per term store. Used as security boundary • Content Types • Group(s) Many term sets per group (max 1000 total per term store) • Term Set(s) 30K terms per term set (max. 1m total) Synonyms Description Translations (Custom properties) • Term(s)

11. Enterprise Keywords & Tags • Enterprise Keywords = Term • Free text entries are converted to terms in term store – not part of any hierarchy though • Can be promoted to term sets • Tags • Can be terms or keywords • Shell Tags: • Kept in sync with the item’s managed keyword field • Saved in the item’s managed keyword field • Social Tags: • Allows users to create and apply keywords to items • Stored in social store, not with the item itself

12. Term Store Management Tool • Provides rich interface for full management of term sets and terms • Import of term sets and terms • Translations & synonyms • Manage term set / term languages • Submission 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

13. Term Store Management Tool

14. How to apply ctypes& terms in place using PowerShell & modify SharePoint Results demo

15. EmpowerYour Users Summary • Enterprise Metadata • Document Management • Tag • Discover • Manage • Document Sets • Document IDs • Term Store • Search

16. Thank our Sponsors Please be sure to fill out your session evaluation! Ivan SandersSharePoint MVP/MCT Developer http://twitter.com/@iasanders

18. Your Feedback is Important Please fill out a session evaluation form. Thank you! • Ivan Sanders • ivan@dimension-si.com • http://twitter.com/iasanders • http://www.linkedin.com/in/iasanders

19. 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 Ave 2. Turn left onto W B St 3. Turn left onto Columbia St Karl Strauss will be on the left

20. Who Do you trust?? • Maurice Prather http://www.bluedoglimited.com/default.aspx • Andrew Connell http://www.andrewconnell.com/blog • Spence Harbarhttp://www.harbar.net • Heather Solomon http://www.heathersolomon.com/blog • Todd Klindthttp://www.toddklindt.com/default.aspx • Todd Baginskihttp://www.toddbaginski.com/blog • Todd Bleekerhttp://bit.ly/edlSm5Jan Tielenshttp://weblogs.asp.net/jan • Patrick Tisseghemhttp://www.u2u.info/Blogs/Patrick/default.aspx • WictorWilenhttp://www.wictorwilen.se • Ted Patissonhttp://blog.tedpattison.net/default.aspx • Lars Fastruphttp://www.fastrup.net • CarstenKeutmannhttp://keutmann.blogspot.com • Keith Richie http://blog.krichie.com • Bill Baer http://blogs.technet.com/b/wbaer • SahilMalikhttp://blah.winsmarts.com • BilSimserhttp://weblogs.asp.net/bsimser • Ivan Sanders http://msmvps.com/blogs/ivansanders

21. Codeplex – with Source Code • http://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.com • http://bidshelper.codeplex.com • http://almspecialisttoolkit.codeplex.com • http://spsf.codeplex.com

22. SharePoint 2010 Guidance

23. Preview of what's next Windows 8 Ivan SandersSharePoint MVP/MCT Developer http://twitter.com/@iasanders

24. Metro Style Apps

25. Windows Charms + C

26. Windows Program Menu + X

27. Summary Search Result

28. File Search Result