What’s new with managed metadata SharePoint 2013?. Falak Mahmood SharePoint Lead Architect. Falak Mahmood SharePoint Architect at CGI Group Inc. SharePoint MCPD, MCITP, MCSA, MCTS SharePoint Community Contributor SharePoint Stack Exchange CodePlex Technet Gallery
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What’s new with managed metadata SharePoint 2013? Falak Mahmood SharePoint Lead Architect
Falak Mahmood • SharePoint Architect at CGI Group Inc. • SharePoint MCPD, MCITP, MCSA, MCTS • SharePoint Community Contributor • SharePoint Stack Exchange • CodePlex • TechnetGallery • Local community • Twitter: @falaky • Email: falaky[at]gmail.com • Blog: falakmahmood.blogspot.com
Agenda • Metadata – definition and terminologies • Scenario • Taxonomy operations • New enterprise metadata features in SP 2013 • Managed navigation • Content Type syndication hub • Cross-site publishing & product catalogs • Summary
What is metadata? • It means data about data • For SharePoint, it usually means data that describes or classifies other data (lists) or documents (libraries)
Terminologies • Content Types • Site Columns • Taxonomy • Term Store, Term Set, Term • Tagging
Information Architecture • Content Types • Site Columns • Taxonomy • Term Store, Term Set, Term • Tagging
Scenario: Contoso Electronics • A consumer electronics retailer operating across the United States and Canada • Has rolled-out SharePoint Enterprise for • Team collaboration • Product site • Search • Contoso sell different electronic products.
Common challenges • Search is a challenge in SharePoint • Information workers don’t tag documents. • Folder structure is messy to deal with Image from memegenerator.net
Using Taxonomies: • Consistent and precise results • Improve relevant search • Enhanced collaboration • Ease of navigation • Search • Collaboration • Navigation
New features • Intended use (navigation, tagging, faceted) • Multi-lingual support without requiring the language packs. • UI support for Custom property editing • Pinned vs. Reuse
New features (cont.) • Dataviewediting support • Terms can be shared between site collections
New features • Pinned vs. Reuse Pinning
New features • Pinned vs. Reuse Reuse
New features • Dataview editing support
Navigation Challenges in SP2010 • Configure on each sites • Search engine optimization issues • URLs with spaces http://dev.contoso.com/press/pages/default.aspx • Pages with query string • Buried pages • Tight coupling between page location and how it would appear in the site’s structure and in URLs.
Managed Navigation in SP2013 • Managed Metadata drives navigation • A term can point to: • Point to pages • Point to catalog items • Simple URLs • SEO improvements: • Clean URLs http://dev.contoso.com/press • Automatically generate XML site maps • SEO metadata can be added for pages
Managed Navigation in SP2013 (cont.) • Easy reorganization of content using terms • Add new pages to navigation automatically
Programmability • .NET server; Microsoft.SharePoint.Taxonomy • .NET client; Microsoft.SharePoint.Client.taxonomy • Taxonomy exposed via CSOM (and REST) • PowerShell
Limitations • No versioning • No workflows on terms
Content Type Syndication Hub (CTH) • Is a part of Managed metadata service • Reuse Content Types and managed metadata • How it works?: • Designated Content Type Hub site collection • Define Content Types • Timer jobs to drive publish and subscribe Content Types • SharePoint Online has enable CTH, by default
Cross site publishing & product catalogs • Catalog enabled list; called authoring site collection • Enable content to be published across site collections • Tagging term sets are used in catalogs • Managed navigation is enabled by default in the publishing site • Content is rolled-up via Content search Web Part • Enable content reuse using term sets
Limitations • No InfoPath integration • No granular level of security
Summary • Engage business users and information workers • Use managed metadata fields for tagging of content • Deploy managed metadata centrally, across multiple site collections • Add as much synonyms as possible • Use Content Type hubs to distribute enterprise wide schema • Plan the taxonomy management in governance plan • Use managed metadata to drive search, navigation and content reuse.
Thank you and questions! • Contact • Twitter: @falaky • Email: falak[at]live.com • Blog: falakmahmood.blogspot.com