Tagging Up – Managed Metadata and Taxonomies in SharePoint 2010
SharePoint 2010 Managed Metadata Service
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Transcript of SharePoint 2010 Managed Metadata Service
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SharePoint 2010 Metadata Management & the Term Store
for Administrators
Craig PilkentonSharePoint Engineer
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Intro and BackgroundCraig PilkentonFinancial Partners, [email protected]://www.linkedin.com/in/craigpilkenton
•SharePoint Engineer•Senior SharePoint Consultant at EMC Consulting•SharePoint Engineer at MassMutual•Working with SharePoint since it was a beta product in 2000 (Tahoe)
•Microsoft Certified Technology Specialist – (SharePoint 2010/2007)
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What is Managed Metadata and why do we care?
• A hierarchical collection of centrally-managed terms we can define for users
• Truly a ‘one version of the truth’ as context for data
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Goals for our Users?
• Support a real ‘single source of the truth’
• Consistency • Centrally-managed, but extensible• Adaptable as needed• Allow crowdsourcing of new terms (if
allowed)
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Why do we care?
• Because its our job to help users avoid this…through Views, Filters, Group By, Tags (and Tag Cloud), and Search
Data context scarcity Data context overload
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How do we solve?
• By creating centrally-managed ‘term sets’• Creating Metadata Columns to utilize them
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So what do we do?
• Create Term Set’s through the GUI• Import a self-created .csv template
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Demonstration
• Central Admin management• Working with the Term Store
Management Tool• Utilizing a Managed Metadata column
in a List
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Screens
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Screens…cont.
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Screens…cont.
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Screens…cont.
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Rules to Remember
• Terms can be nested up to seven levels
• If entrusting permissions to manage, only delegate the minimum hierarchy-level needed (least-privilege)
• Don’t create more Term Sets/hierarchy than your users need/will accept
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Resources
• Office.Microsoft.com:– Introduction to managed metadata
• EndUserSharePoint 2010:– Metadata and Taxonomy Management
Overview
• Microsoft TechNet:– Managed metadata overview
Craig Pilkenton, Financial Partners, [email protected]://www.linkedin.com/in/craigpilkenton