Johnson share point mms in enterprise applications

1 SharePoint Saturday Chicago Suburbs

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SharePoint Saturday Chicago Suburbs - June 1st, 2013

SPS EVENTSChicago-Suburbs

The Managed Metadata Service Application in Enterprise SharePoint Solutions

Chris Johnson


ABOUTCHRIS JOHNSON

Consultant on SharePoint Solutions team at PSC Group

5 years developing for SharePointMOSS 2007

SharePoint 2010SharePoint 2013

Architect: DMS @ Fortune 500 firm

3000-user base100+ national & international branches

MMS:100,000+ terms synchronized with 3 LOB systems

@chrisjohns0n thedotnetter.wordpress.com


MANAGED METADATASERVICE APPLICATION

AGENDA

REQUIREMENTS

OVERVIEW:WHAT IS THE MMS?

USE CASE:WHY? HOW? Q&A

LUNCH&LEARNTHIRTYMINUTES


WHAT IS MANAGED METADATA?

METADATA:INFORMATION

MANAGED METADATA:INFORMATIONTHAT CAN BE REUSED


MANAGED DATA

Consume this data from any site collection on any web application that subscribes to the MMS

MANAGED CONTENT TYPES

Define and manage data in a central location: the Term Store

Define and manage content types in a central location: the Content Type Hub

Consume these content types from any site collection in any web application

MANAGED METADATA SERVICE APP:TWO SERVICES


MANAGED METADATA SERVICE APP:TWO SERVICES

WEB APP 1

MMS APP

WEB APP 2

SITECOLL

SITECOLL

SITECOLL

SITECOLL

DEFINED

CONSUMED


o TAG DOCUMENTS with client or prospect names

o TRACK RELATIONSHIP – Client vs. Prospect– which can change

o ACCESSIBLE from any site collection in intranet AND extranet

o MANAGE in one placeo Data is THE TRUTHo HUNDREDS or

THOUSANDS of companies

o CLEAN UI for multiple selection, if necessary

USE CASE:CLIENTS & PROSPECTS

REQUIREMENTS

REQUIREMENTS

Common requirement for enterprise applications:

manage documents throughout the entire Sales process

from PROSPECT toCLIENT

ONE SITE COLUMN


MOSS 2007:TWO OPTIONS

CUSTOM CHOICE FIELDADVANTAGESo Centrally-managed with feature

upgrades (if defined in code)o -OR- could hook into external content

source (also requires custom field code)

DRAWBACKSo Can’t store additional data

(relationship)o Add choices with feature upgrade or

PowerShell… o If using external content source,

must manage in source applicationo UI nightmare

LOOKUP FIELD W/LISTADVANTAGESo Define in GUI or in codeo Stores additional data (relationship)DRAWBACKSo Still requires external data sourceo Must instantiate list in each site

collectiono UI still stinks


SHAREPOINT 2010, 2013MANAGED METADATA

Any Site Collectionon any web appcan consume this term set.

Define a set of “Clients and Prospects” terms in one location, manage it in SharePoint GUI.

When a prospect becomes a client, make one change and it is reflected everywhere.

UI: Autocomplete as you type—Even for tens of thousands of terms.Even for multiple selections.

SharePoint Saturday Chicago Suburbs 11

MMS IMPLEMENTATION: ARCHITECTURE

SITE COLUMNS

SITE COLLECTIONS

WEB APPLICATIONS

SHARED SERVICE APPS POOLPSC MMS

PSC Intran

et

Sales

Client or

Prospect

Delivery

Client or

Prospect

Client Portal

Extranet

<Client>

Client or

Prospect

<Client>

Client or

Prospect

Term Set: Clients and Prospects

Term Store: PSC MMS


TERM STORE ARCHITECTUREo Term Group: PSC

o Term Set: Clients and Prospectso Term: Clients (Not available for

tagging)o Term: <Company>o Term: <Company>

o Term: Prospectso Term: <Company>o Term: <Company>

IMPLEMENTATION

DEMO:TERM STORE


EDIT PROPERTIES VIEW PROPERTIES

DEMO:USER INTERFACE

SITE COLUMN: CLIENT OR PROSPECT


TAKE-AWAYSTHE MMS IS AWESOME!

DEFINE METADATA ONCE

CONSUME METADATA EVERYWHERE

REQUIREMENTSMMS:ENABLES USTO REUSEMETADATA

ACROSS SITE COLLECTIONS

ACROSS WEB APPLICATIONS

UI = AWESOME


SHAREPOINT 2010 NEW IN SHAREPOINT 2013

JUST SCRATCHINGTHE SURFACE

MANAGED METADATA NAVIGATION

HASHTAGS

IMPORT & EXPORT WITH GUIDS

PIN& REUSE

CT HUB

SOCIAL

ENTERPRISE KEYWORDS

DEEP HIERARCHIES


WIN A MICROSOFT SURFACE!

VISIT JENNIE AT THE PSC BOOTH IN THE VENDOR AREA


THANK YOU!

@chrisjohns0n thedotnetter.wordpress.com

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Johnson share point mms in enterprise applications