Knots an Illustrated Practical Guide to the Essential Knot Types and Their Uses
Essential Content Types
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Transcript of Essential Content Types
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Enterprise Content Management and Business Process Automation Software as a Service
Essential SharePointContent Types
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About Chris Beckett
24+10MCMMCT
MCSEMCPD
EntrepreneurSolutions ArchitectSystems EngineerTrainer and Author
@sharepointbits
blog.sharepointbits.com
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What is a Content Type?Behavior like
Workflow, Policy,
Document Conversion
Columns of Metadata
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How are they used?All Lists and
Librarieshave 1 or moreContent Types
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Content Type InheritanceInherit Behavior
and Columns from Parents
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Purpose of Content TypesFind Information Enforce Policy
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ECM Architecture
Search
Network File Shares
Databases
Enterprise Workflow
Collaboration Sites
Data Warehouse
Archival Services
eDiscovery
Custom Applications
Audit and Compliance
Information Portals
Enterprise WorkflowSocial Networking
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Enterprise Content FoundationInformation Management
( Producers )Search & Dynamic
Navigation( Consumers )
Content Types
Metadata Columns
Site Columns
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Focus on “High Value” Content?
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Search Customization and Refinement
Refiners for Metadata Fields
Custom Result Formatting
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Information Management Policy
Policy Assignedto Content Type
or Library
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Content Organizer1. Bound to a Content Type 2. Filtered by
Metadata Conditions
3. Move to TargetLocation
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eDiscovery and HoldsFull Keyword
Syntax for Record Search
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Importance of StrategyWithout a Strategy… With a Strategy…
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Content Discovery Activities•User Surveys•Stakeholder Interviews•Workplace Observation•Group Workshops•Organization Roles•Business Process Data Flows•Database Models
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Discovery Objectives
• Producers and Consumers• Lifecycle and Flow• Formats and Transformations
• Control• Classification• Identity
PROCESS DATA
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Model Data Flows•Data Flow diagrams demonstrate key content between actors and processes•Data Flow diagrams highlight content flow rather than sequence
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High-Value Content Inventory
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Classification•Type•Brand•Style•Cost Range•Fabric Type•Formality
•Color•Size / Fit•Condition
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Decision Making• We organize things to help us
manage them. This enables us to make better and/or faster decisions.• Making better decisions
helps us achieve our goals
I am going to a wedding. What do I want to wear today?
Color
Formality
Fabric
Condition
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Identify Organizing PrinciplesBusiness
Unit
Finance
Marketing
Manufacturing
Business Function
Accounts Payable
Recruiting
Compliance
Risk Managemen
t
Business Process
Loan Origination
Lead Processing
OrderFulfillment
Audienceor Role
Job Roles
Seniority
Demographic
Topic orInterest
Benefits
Travel
Shipping
Region or Location
Sales Region
Office Location
Distribution Zones
Industry or
Market
Healthcare
Government
Retail
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Harvest Taxonomies•Organizations are already managed using a variety of organizing principles•Harvest how things are already being organized and classified• Avoid inventing new taxonomy without a clear purpose/justification
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Managed Metadata Term StoreTerm Store
Term Group
Term Set
Terms
Multilingual Term
Translations
DelegatedAdministratio
n
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What is your Hierarchy?
Enterprise Types
Enterprise Root
SharePoint Types
SharePoint Root Item
Document Set Document
? ? ?
? ? ? ?
? ? ?
Asset
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Purpose-driven Design
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Purposeful PrinciplesKnowledge Situation Agreement Publication
Captures knowledge that was hard or expensive to capture for later reference or sharing.
• Whitepaper• Guideline• Patterns and
Practices• How-To / Tutorial• User Guide• Manual
Produced to represent information at a moment in time, for the purposes of analysis or communication of status.
• Financial Reports• Project Status• Research Results• Strategy Briefing• Executive
Summary• Letters / Memos
Produced to represent an implicit or explicit agreement between parties governing responsibilities.
• Contract• Specification• Blueprint• Policy• Procedure• Notice• Proposal• Estimate• Standards
Produced to communicate or promote a person, product, service, capability, or accomplishment.
• Brochure• Business Card• Press Release• Newsletter• Field Manual• Product
Specification
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Brainstorm Content Types
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More InformationEnterprise Content Management in SharePoint Server 2010http://technet.microsoft.com/en-US/sharepoint/ee263905.aspxPlan Managed Metadata in SharePoint 2013http://technet.microsoft.com/en-us/library/ee530389.aspxPlan Document Management in SharePoint 2013http://technet.microsoft.com/en-us/library/cc263266.aspxPlan Records Management in SharePoint 2013http://technet.microsoft.com/en-us/library/ff363731.aspx
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(425) 522-3727
@sharepointbits
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