Post on 25-May-2015
description
Patrick TuckerPatrick.Tucker@sds-consulting.com
Reduce, Reuse and Recycle
with Content Types
2 | SPTechCon San Francisco 2013
Bio Patrick Tucker
Strategic Data Systems, MS Gold Partner Principal Consultant, SharePoint MCT, MCTS, MCPD, MCITP, MCSD, MCAD, MCDBA Patrick.Tucker@sds-consulting.com Blog: www.tuckersnet.com Twitter: @TuckersNet
3 | SPTechCon San Francisco 2013
Reduce Reuse and Recycle with Content Types
4 | SPTechCon San Francisco 2013
Three Rs Reduce business
requirements and definitions into types
Reuse those types across lists and libraries consistently
Recycle the content
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What Are Content Types? definitions, schemas collections of site columns are all about metadata – another
tasty layer of data on top of the content
This metadata can be surfaced in the SharePoint UI, Document Information Panel, workflows, pages and InfoPath
forms
REDUCE
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Content Type Usage OTB Content Types
Custom Content Types• Site Settings…Site Collection
Administration…Site Content Types gallery• Created using site columns, which may be
created on their own
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Create and Edit Content Types Can be done in SharePoint Designer
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Create and Edit Content Types Visual Studio Declarative Code
Content Type IDs are designed to be recursive – Parent Content Type ID + 00 + GUID
For reference – see http://msdn.microsoft.com/en-us/library/gg295290.aspx http://msdn.microsoft.com/en-us/library/aa543822(v=office.14).aspx
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Using Content Types Content Type Scope
Site Collection, Library or Enterprise Associated with Lists and Libraries
Must first be enabled to break “out of the box”
One library can support many content types
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Document Sets Document Sets are Content Types and can
contain content types
• Document Sets are Content Types and can contain/limit content types
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Page Layouts Pages are documents too and are built
from content types Content Types are the basis for page
layouts Metadata can be displayed on the page Can be created in SharePoint Designer or
indirectly in Visual Studio
REUSE
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REUSE Content Types support inheritance for
Reuse Content Types hubs allow reuse across site
collections Reusable workflows in SharePoint Designer
can be applied to content types Managed Metadata allows reuse of values
across list columns
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Reusing Content Types Reuse the definition by building on it
through inheritance Document Specialized Document List Item Specialized List Item
Reuse content types across the enterprise with Content Type Syndication Publish content types from one site to
others
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Content Type Syndication MMS Properties is the place to start
Create and publish content types in the “hub” site and consume in other sites within the farm
2 Timer jobs control availability – “Content Type Hub” and “Content Type Subscriber”
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Content Type Processing SPD Content Type Workflows Visual Studio Event Receivers
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Reusable Workflows SharePoint 2010 allows
reusable workflows to be applied to a content type which is reusable across lists and libraries
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Event Receivers Event receivers may be applied to Content
Types Allows reuse of code across list instances
that use the same content types
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Reuse Values Managed metadata terms allow the reuse
of values across lists and libraries Taxonomy Columns allow selection of
values defined in a farm level term store
RECYCLE
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RECYCLE Relocate content via Content Organizer
Rules Find your content over and over by adding
a Content Type Refinement to Search
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Content Organizer The Content Organizer feature lets you
automatically route submitted content based on Content Type
Content Organizer Rules are created to route documents to a drop off library or other configured Send To location
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Content Organizer Settings
Property based conditions route
content
Specify alternate content type
names to accommodate
taxonomy differences
Submissions matched to a content type
Content is routed to a specific
location based on criteria
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Content Type Search The Core Search Results web part can be
used to filter by content type or a managed property
This allows aggregation across sites of items that implements the content type
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Search Refinement 1. Create a new managed property mapped to
ows_ContentType2. Run a full crawl on your content source3. Edit the Refinement Panel web part on your
search results page, add XML to the Filter Category Definition property
<Category Title="Content Type" Description=“ct description” Type="Microsoft.Office.Server.Search.WebControls.ManagedPropertyFilterGenerator" MetadataThreshold="5" NumberOfFiltersToDisplay="4" MaxNumberOfFilters="0" SortBy="Frequency" SortDirection="Descending" SortByForMoreFilters="Name" SortDirectionForMoreFilters="Ascending" ShowMoreLink="True" MappedProperty="ContentTypeRefinement" MoreLinkText="show more" LessLinkText="show fewer"/>
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Questions
Thanks and please remember evals!