managed metadata sps 062011
Post on 19-Oct-2014
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Managed MetadataHersh AjgaonkarPointBridge Solutionswww.pointbridge.com
[email protected] @wcyber
http://lifewithsharepoint.com
Agenda• Managed Metadata in 2010
Pre-RequisitesNeed for Metadata managementHistoryEnd User Experience End User - DEMOAdministrative / Design ExperienceAdministrative / Design - DEMOArchitectural components
Pre-Requisites• FARM• Web Application• Site Collection• Site• Lists• Document Libraries• Content Types• Metadata
Agenda• Managed Metadata in 2010
Need for Metadata ManagementHistoryEnd User Experience End User - DEMOAdministrative / Design ExperienceAdministrative / Design - DEMOArchitectural components
met·a·da·tanoun /ˈmetəˌdatə/ /-ˌdātə/
A set of data that describes and gives information about other data
Web definitionsmetadata - data about data; "a library catalog is metadata because it describes publications“wordnetweb.princeton.edu/perl/webwn
Metadata (meta data, meta-data, or sometimes metainformation) is “data about data.” The use of metadata is an emerging practice with close ties to information management, information science, information technology, librarianship and GIS. ...en.wikipedia.org/wiki/Metadata
Need for Metadata• Easily classify information
• Easily find information
Metadata
Agenda• Managed Metadata in 2010
Need for Metadata ManagementHistoryEnd User Experience End User - DEMOAdministrative / Design ExperienceAdministrative / Design - DEMOArchitectural components
History
2003• List Columns – can only be used in that list /
document library
2007• Site Columns – can be used within the site
collection• Content Types – can be used within the site
collection
2010• Column Type : Managed Metadata – central
location• Content Types – can be used not only within
the Site Collection but also across farms
Columns to be used as metadata…
History
2003• Business users would need to know how to edit values in
a Choice field
2007• Business users would need to know how to edit values in
a Choice field or use Look up Lists
2010• SP Admins can setup and give control to Business Owners• Ownership given to those Business User who ‘Own’ the
term set• Contribution rights given to those who should contribute
terms
Values to be used as metadata…
History
2003• Delete / Rename – no effect. Would lose value as soon as you hit Edit
2007• Delete / Rename – when you clicked on edit, it would lose the value and you had to select a new one
2010• Deleted values are ‘Orphaned’ but stick to the list item.
• Renamed values are auto – updated (based on a timer service)
Oops…
Agenda• Managed Metadata in 2010
Need for Metadata ManagementHistoryEnd User Experience End User – DEMOAdministrative / Design ExperienceAdministrative / Design – DEMOArchitectural components
End User Experience• Data Entry Options
− Type ahead with synonyms− Hierarchical picker− Office Integration
• Navigation− Navigation within your lists / document
libraries− Filter on key values
End User Experience
DEMO
End User Experience
• Does not work in Datasheet view
• Does not work in InfoPath forms• If you customize (InfoPath) your list/library
views, you won’t be able to use the MM columns
Gotchas
Agenda• Managed Metadata in 2010
Need for Metadata ManagementHistoryEnd User Experience End User – DEMOAdministrative / Design
ExperienceAdministrative / Design – DEMOArchitectural components
Administration / Design• New Column Type
DEMO
Administrative / Design• Plan for Metadata• Start with Groups -> Term Sets ->
Terms• Use the planning worksheet provided
by Microsoft− Term Sets Planning: http://
bit.ly/TSPlanning − Detailed Term Sets: http://
bit.ly/DetailTSPlan• Have no clue where to start? Have $$?
http://bit.ly/Layer2Terms (Layer2 Product)
Design : Term Set Planning
Design: Detailed Terms
Administrative / Design• Control over metadata with
flexibility of deployment as compared to 2007
• Allows for hierarchical storage
• Hierarchy gives context• Security
Administrative / Design• Accessible from Central Admin
as well as Site Settings• Synonyms• Multi-Lingual User Interface
(MUI)• Feedback from end users
(Contact)• Delete• Rename
Administrative / Design• Content Type Hub
− Allows you, the admin, to share content types across site collections
− In the MMS, you can select which Site Collection is to be used as a HUB− 1 SC per MMS
Administrative / Design• Service Configuration
Administrative / Design• Group
Administrative / Design• Term Set
Administrative / Design• Term
Administrative / Design
DEMO
Administrative / Design• As an admin, although you have rights to look at
the term store, you need to add yourself as the ‘Term Store Administrator’
Gotchas
• Import option available but NO EXPORT
• In certain cases, the features required are not enabled (not available in UI, use PS)
− Enable-SPFeature -id "73EF14B1-13A9-416b-A9B5-ECECA2B0604C" -Url <Site-URL>
− Enable-SPFeature -id "7201D6A4-A5D3-49A1-8C19-19C4BAC6E668" -Url <Site-URL>
Administrative / DesignGotchas
Agenda• Managed Metadata in 2010
Need for Metadata ManagementHistoryEnd User Experience End User – DEMOAdministrative / Design ExperienceAdministrative / Design – DEMOArchitectural components
Architectural Components• Based on Service Application
Architecture • “Managed Metadata Service”
is the Service Application we need
• Uses a DB to store and manage information
• Can create more than 1 MMS• Web App can be associated
with more than 1 MMS
FARM 1
Architectural Components
Managed Metadata Service
MMSDB
Web App1 Web App 2
FARM 2
Web App 3
Things to think about…• Designing your IA for tagging
information – best way to architect the Term Store(s)− Sharing content types across Site
Collections?− Security?− Size?
• DR when architecting MMS stores (number)
Q & A
?
Housekeeping
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