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SharePoint Users Group

This comprehensive guide by Chris Welch from Synergy Corporate Technologies provides a detailed overview of content classification strategies in SharePoint 2007 and 2010. It covers key concepts including taxonomy, managed metadata services, content types, and the importance of content classification for enhancing navigation and security. Through hands-on labs, this resource equips users with practical skills to implement effective content management solutions tailored to their business needs. As a Microsoft Gold Certified Partner, Synergy is committed to improving your business efficiency.

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SharePoint Users Group

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Presentation Transcript

  1. SharePoint Users Group Content Classification Step by Step SharePoint 2007 and 2010

  2. Chris Welch Synergy Corporate Technologies - in the business of making your business better. email cwelch@synergyonline.com cell +1 808 255 9431  fax  +1 203 222 5299  www.synergyonline.com Synergy is a Microsoft Gold Certified Partner USA | South Africa | United Kingdom | Asia Pacific

  3. BusinessIntelligence Collaboration Windows SharePoint Platform BusinessProcesses Portal Search Content Management SharePoint 2007

  4. Agenda • Overview • Taxonomy • Car vs. Drive vs. Blue • Hands on lab • SharePoint 2007 classification infrastructure • Build it! • Break • SharePoint 2010 classification infrastructure • Managed metadata service • Content types and content type hub • Managed metadata

  5. Content Classification • All stored information is based upon some content classification system • Shared folder archives • Web site hierarchies • Databases • E-mail inboxes • More… • Each system provides a solution to a particular need – it is designed

  6. Why classify content? • Enhance Navigation • Increase find-ability • Make the content more relevant • Differentiate classes of content • Security • Business process • Manage content life cycle

  7. How to Classify Content • Taxonomy • System to classify items • Created through analysis of information usage • Structure – hierarchy of defined terms • Presentation/Application – means for assisting users to find, use, and manage content • Taxonomy process is ongoing and iterative

  8. Car vs. Drive vs. Blue • Classification is about something: car, book, document, rating system, policy • A classification system creates a descriptive hierarchy that provides detail about an item • An item can be described in multiple hierarchies • Items can have processes associated with them

  9. Hands On Lab • Taxonomy • Create categories for each • Create associated attribute information • Da Kine Food, Inc. (We taste your food for fun and profit) • Food review procedures • Food review categories

  10. How to Classify Content in SharePoint 2007 • Sites in the Site Architecture • Lists and libraries • Columns - Metadata • Site collection columns • Site columns • List or library columns • Content types

  11. Demo • Da Kine Food, Inc. • Use tools to create content categorization scheme based up hands on lab. May use • Sites • Site Columns • Content types • Libraries

  12. Evaluation and Discussion • Process – building a taxonomy • Technology • Lists and libraries • Site columns • Content types • Sites

  13. Intermission

  14. SharePoint 2010 Managed Metadata Service • Basic characteristics • Includes both content types and managed metadata • Has its own security infrastructure • Supports delegation of management • Cross site collection, web application, and farm support

  15. Content Types • Live in a site collection • Can be published across site collections • Content type hub functionality • Site collection hub identified in the Managed Metadata Service • Content Type Hub Syndication feature at the site collection scope • Caveats….

  16. Managed Metadata Overview • Information resides in the term store • Managed terms • Managed keywords • Management is at the farm level, and is delegated to site level • Term management • Term contribution

  17. Managed Metadata Definitions • Term Group – Security boundary for delegation of management • Term Set – Groups of terms that are managed in a hierarchy • Open or closed • Available for tagging • Term – Individual vocabulary items • May have synonyms

  18. Keywords • Freestyle tagging of content by contributors • Assists with the creation of folksonomy • Good means for collecting common terms used in a business or organization • Can be promoted into a managed term set

  19. Tagging or Applying Metadata • Managed metadata • Applied using the managed metadata column type • Keywords • Applied using a keywords column • Social tagging • Applied to items and pages

  20. Using Metadata for Navigation • Metadata Navigation and Filtering feature • Enables lists and libraries to expose tree view hierarchy and filter controls • Search • Refinement panel is managed metadata aware

  21. Questions and Discussion

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