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Similaire à Tag, you're it! SharePoint Managed Metadata, De-Mystified
Similaire à Tag, you're it! SharePoint Managed Metadata, De-Mystified (20)
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Tag, you're it! SharePoint Managed Metadata, De-Mystified
- 1. TAG YOU’RE IT DE-MYSTIFYING TAGGING, KEYWORDS AND MANAGED METADATA IN SHAREPOINT
- 2. CHRIS JOHNSON SENIOR CONSULTANT: MICROSOFT PRACTICE @ PSC GROUP DEVELOPER/ARCHITECT 6 YEARS BUILDING BUSINESS SOLUTIONS WITH SHAREPOINT EXPERTISE: DOCUMENT MANAGEMENT SITE TEMPLATES & AUTOMATION RESPONSIVE DESIGN MANAGED METADATA
- 3. AGENDA INTRODUCTION TO TAGGING WHY DO YOU CARE? – USE CASES, DEMOS LIMITATIONS
- 4. WHAT IS TAGGING? MANY NAMES: TAGGING ENTERPRISE KEYWORDS TERM STORE HASHTAGS TAXONOMY FOLKSONOMY MANAGED METADATA SERVICE APPLICATION MANAGED NAVIGATION SOCIAL MANAGED METADATA: INFORMATION THAT CAN BE ORGANIZED AND REUSED HIERARCHICAL TAXONOMY FLAT (MESSY) FOLKSONOMY
- 5. WHAT IS TAGGING? VALUE PROPOSITION – DEPENDS ON WHO YOU ARE END USER “SUGGEST-AS-YOU-TYPE” UI SYNONYMS EASY CONTRIBUTION VISUALIZE HIERARCHY ADMINISTRATOR, BA CENTRALIZED MANAGEMENT IMPORT/EXPORT (WITH GUIDS!) PIN, REUSE OR MOVE TERMS BETWEEN MULTIPLE TERM SETS HIERARCHICAL NAVIGATION VISUALIZE USAGE DEVELOPER/ARCHITECT SIMPLIFIED REUSE POWERFUL (COMPLEX) OBJECT MODEL END USER ADMINISTRATOR BA DEVELOPER ARCHITECT
- 6. ARCHITECTURE: MMSA WEB APP MMS APP WEB APP SITE COLL SITE COLL SITE COLL SITE COLL DEFINED CONSUMED o MANAGED METADATA o MANAGED CONTENT TYPES
- 7. WHY DO YOU CARE? USE CASES 1. COLLABORATION a. ENTERPRISE KEYWORDS b. HASHTAGS c. TAGS & NOTES 2. DOCUMENT MANAGEMENT a. M.M. COLUMNS b. REORGANIZE c. “PIN AND REUSE” 3. PORTAL a. MANAGED NAVIGATION
- 8. FOLKSONOMY TAGGING (OPEN) #TAGS TAGS & NOTES ENTERPRISE KEYWORDS YOU CAN TAG: NEWSFEED POSTS, ITEMS w/E.K. FIELD PAGES (INTERNAL, EXTERNAL) ITEMS w/E.K. FIELD CAN YOU FOLLOW? YES – “TAGS” OR “INTERESTS” YES – “INTERESTS” YES – “TAGS” OR “INTERESTS” PRIVACY PUBLIC PUBLIC PUBLIC PREREQUISITES USER PROFILE SERVICE*, MMS USER PROFILE SERVICE*, MMS USER PROFILE SERVICE*, MMS, ADDED TO LIBRARY OR CONTENT TYPE SOURCE HASHTAGS TERM SET ONLY ALL TERM SETS ALL TERM SETS *TO FOLLOW
- 9. FOLKSONOMY TAGGING & THE USER PROFILE SERVICE DEMO “GOTCHAS” o DEPENDENT UPON USER PROFILE SERVICE TIMER JOBS o “ASK ME ABOUT VS. “SKILLS/INTERESTS” VS. “TAGS” – CONFUSING o IF ENABLED, OPENS UP ENTIRE TERM STORE ASK ME ABOUT TAGS INTERESTS SKILLS PURPOSE PEOPLE SEARCH NEWSFEED NEWSFEED PEOPLE SEARCH TYPE “PUSH” “PULL” “PULL” “PUSH” SOURCE ALL TERM SETS HASHTAGS TERM SET ONLY ALL TERM SETS ALL TERM SETS
- 10. TAXONOMY TAGGING (LIMITED) M.M. COLUMNS MANAGED NAVIGATION YOU CAN TAG: ITEMS W/FIELD PAGES PRIVACY TERM SET TERM SET PREREQUISITES MMS, TERM SET MMS, PUBLISHING FEATURESET SOURCE SPECIFIC TERM SET SPECIFIC TERM SET
- 11. TAXONOMY TAGGING: HIERARCHY & ORGANIZATION TERM GROUP TERM SET TERM USE ROLE SECURITY GROUPING TOP OF HIERARCHY DEMO “GOTCHAS” o TERM GROUPS, TERM SETS AND TERMS o NOT WHAT YOU’D THINK o THINK HIERARCHY! (PROTIP: ROOT TERM) o “AVAILABLE FOR TAGGING” POWERFUL
- 12. MANAGED NAVIGATION TAGGING DEMO KEY FEATURES o SITE-COLLECTION TERM GROUPS o ADD PAGES TO NAVIGATION AUTOMATICALLY o FRIENDLY URLS o MAP: TERM PAGE “GOTCHAS” o CONFUSING FOR END-USERS
- 13. HOW TO BREAK IT LIMITATIONS SECURITY “MANAGE” SECURITY APPLIED AT GROUP LEVEL ONLY NOT A PLACE FOR SENSITIVE DATA NO TRUE “SECURITY” EVERYTHING IS PUBLIC “MANAGE LISTS” SEE ALL TERMS IN TERM STORE GOVERNANCE FEW REPORTING TOOLS AVAILABLE OUT-OF-THE-BOX FOLKSONOMY TO TAXONOMY: DIFFICULT AT BEST USE IT WHEN: YOU HAVE A PLAN GOING IN YOU HAVE PERSONNEL TO MANAGE IT YOU’RE NOT PROTECTING SENSITIVE DATA TURN AND RUN: SENSITIVE DATA NO TIME TO MANAGE LIMITATIONS: WHEN TO USE THE MMSA AND WHEN TO TURN AND RUN
- 14. QUESTIONS? THANK YOU FOR YOUR TIME!
- 15. THANK YOU! Blog: thedotnetter.wordpress.com • Slide deck • Managed metadata stuffz PSC Group: psclistens.com
Notes de l'éditeur
- DEMONewsfeed About Me Edit Profile“Ask me about”Details “Skills”, “Interests”Newsfeed settings “Followed #Tags”User ProfileClick #SharePointSaturday”Search Site Search “Managed Metadata”Search “pick”Search “C#”SharePoint Saturday site
- SharePoint Saturday Term Store Settings“Microsoft” group“Web” groupRoot Term concept Think “hierarchy” and create a good root term? Why? Pin and reuse“Technologies” term setReuse:“Server Software”“Operating Systems”Add “Office Web Apps” to “Server Software”Edit documentRelated technologiesClient or prospect: “NBA”Change “NBA” from Client to Prospect
- Map to “Fantasy Football” term setCreate pages, demo gotchas