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Governing Content Types, Policies, and Taxonomy Services in SharePoint 2010 PowerPoint Presentation
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Governing Content Types, Policies, and Taxonomy Services in SharePoint 2010

Governing Content Types, Policies, and Taxonomy Services in SharePoint 2010

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Governing Content Types, Policies, and Taxonomy Services in SharePoint 2010

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  1. Governing Content Types, Policies, and Taxonomy Services in SharePoint 2010 Name Title Company

  2. Agenda • Managed metadata Overview • Enterprise Keywords • Term Store • Managed Metadata Column • Content Type Publication

  3. Information Management Governance Managed Metadata

  4. What is Managed Metadata? A hierarchical collection of centrally managed terms that you can defineand then use as attributes for itemsin Microsoft SharePoint Server 2010.

  5. Enterprise Keywords • Simply words or phrases • Keyword set • Enterprise Keywords column. • Enterprise keyword control • New or existing displayed • Multiple values by default.

  6. Enterprise Keywords RTM Update • "managed keywords" are now called "enterprise keywords" • The Enterprise Keyword column is not on the Document content type out-of-the-box. • By default, the social tag store isn't informed about any managed metadata that's added to items. • "private term set" only seen from the suggestions UI except when you're entering a value for the column that's bound to the private term set.

  7. Applying Metadata Edit properties UI Location-based metadata Business process Document information panel Backstage InfoPath forms Object model Web Browser Office Client Custom Apps

  8. Applying Metadata Demo

  9. Managed Metadata Services Overview Database • Term store • Term • Term sets • Term groups Content Type Hub MMSSA Content types • URL • Local or remote

  10. Managed Metadata Connections • Web application • Connection to a managed metadata service • Can have connections to multiple services • Services can be local to the web applicationor remote • Connections options • Default keyword location • Default location for column specific term sets • Use content types • Push-down content type publishing updates

  11. Terms A word or a phrase that can be associated with an Objects in SharePoint Server 2010 Two types: managed terms and Enterprise keywords Merge, delete, deprecate, translate, move Synonyms, description, translations, custom properties Maximum one million objects per term store Implemented through “managed metadata”site column Definition Usage/Limits Example

  12. Term Sets A collection of terms that are arrangedinto and stored as a hierarchy or a flat list One instance of source term 30,000 terms per term set Maximum 1,000 term sets per term store Specify that a column must contain a termfrom a specific term set Locations Definition Usage/Limits Example

  13. Term Set Group A collection of terms sets Many groups per term store Used as security boundary Office PG & Windows PG Definition Usage/Limits Example

  14. Term Store A database in which managed metadata is storedin the form of term sets and terms Groups container Settings for language, ACLs (un)partitioned Many term sets per group One term store per SSA Separation for Scale Definition Usage/Limits Example

  15. Term Store Demo

  16. Managed Metadata Column • New Column Type: managed metadata. • Specify the term set • Used to enforce terms • Added to new or existing content type.

  17. Managed Metadata Column Demo

  18. Managed Metadata Column Type Enterprise Keywords Managed Metadata Single or multi-value field Base doc content type One per content type Multiple columns on a list,library, or content type Validate against all available term sets in all available term stores Inclusive/exclusive filtering Always for “folksonomies” MUI enabled Auto-complete Preferred term Most recently used Tree picker control

  19. Benefits of Managed Metadata • More consistent use of terminology • Better search results • Dynamic

  20. Information Management Governance Content type Publishing

  21. Content Type Publishing Up-to-date and consistent schemasacross the Enterprise Syndicated content types can havea single policy Share across Site Collections& Farms Schema Policy Reuse

  22. Content Type Publishing • Managed Metadata service • Enterprise Metadata hub for content type publishing. • Connect and subscribe • Configured within the Central Admin • Centrally managed. • Read-only on subscribing sites. • Re-publish updates

  23. Publishing Content Types Content Types Published from normal site collection Metadata Service syndication is not requirement Service connection can consume content types from the service Per consuming SC error report Consuming SC report Rollup report at hub Reporting

  24. Content Type Hub • Maximum of one hub per MMS • Subscribe to more than one hub • Set on site collection • Content type container • Accessed by URL

  25. Managing the Hub • Publish content types • Republish content types • Unpublish content types • View the publishing history

  26. How Does Managed MetadataHelp With Governance? Consistent terminology Navigation/filtering Archiving/retention/deletion More metadata Synonyms Making it easy on the users Reduce training Workflow Information Architecture Better Search Results Adoption

  27. Content Type Publishing Demo

  28. Summary • Managed metadata Overview • Enterprise Keywords • Term Store • Managed Metadata Column • Content Type Publication

  29. © 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.