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SharePoint Saturday
                                       Dayton, Ohio
                                      June 30, 2012




        Reduce, Reuse and Recycle
               with Content Types
          Patrick Tucker, Principal Consultant
Strategic Data Services (sds-consulting.com)
General Information
• Tweet it Out!!
  – Hashtag for this event: #SPSDayton
  – Follow us: @SPSDayton
  – Include your presenters


• Check out SPTV
  – Tweets will display throughout the day on the
    screens.
  – Footage will be shown at http://mysp.tv
Speaker Info
•   Patrick Tucker
•   MCT, MCTS, MCPD, MCDBA, MCSD, MCITP
•   Principal Consultant, SharePoint
•   Strategic Data Systems
•   Email patrick.tucker@sds-consulting.com
Reduce Reuse and Recycle
   with Content Types
REDUCE
• Reduce business
  requirements and definitions
  into reusable types to be used
  in libraries, sites and the
  Enterprise
• Content Types are the
  building blocks for SharePoint
  data
Creating and Using Content Types

           • Content types are all about
             metadata – another tasty layer of
             information on top of the data
             contained in the list item


This metadata can be surfaced in the
SharePoint UI, Document Information
Panel, workflows, pages and InfoPath forms
Creating and Using Content Types
• 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
Create and Edit Content Types
• Can be done in SharePoint Designer
Creating and 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
Reduce – Document Sets
• Document Sets are Content
  Types and can contain
  content types

                   • Document Sets are
                     Content Types and
                     can contain/limit
                     content types
Reduce – 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
• 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
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
  – Relies on Managed Metadata Service
  – One site creates and shares Content Types
  – Other sites are subscribers to those types
Content Type Syndication
• MMS Properties is the place to start



• Create and publish content types in the
  “hub” site and consume in sites within the
  web application
• 2 Timer jobs control availability – “Content
  Type Hub” and “Content Type Subscriber”
• Beware blank sites and hidden features
Reusable Workflows
• SharePoint 2010
  allows reusable
  workflows to be
  applied to a
  content type which
  is reusable across
  lists and libraries
RECYCLE
• Relocate content via Content
  Organizer Rules
• Find your content over and
  over by adding a Content
  Type Refinement to Search
• Create Content Type
  definitions in Visual Studio to
  use again and again
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
• Content Organizer settings allow
  configuration
Content Type Refinement - Search
  1. Create a new managed property mapped to
     ows_ContentType
  2. Run a full crawl on your content source
  3. 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.ManagedPropertyFilterG
  enerator" MetadataThreshold="5" NumberOfFiltersToDisplay="4"
  MaxNumberOfFilters="0" SortBy="Frequency" SortDirection="Descending"
  SortByForMoreFilters="Name" SortDirectionForMoreFilters="Ascending"
  ShowMoreLink="True" MappedProperty="ContentTypeRefinement"
  MoreLinkText="show more" LessLinkText="show fewer"/>
Create and Edit Content Types
• Can be done in Visual Studio




• Content Type IDs are designed to be
  recursive – Parent Content Type ID +
• For reference – see
  – http://msdn.microsoft.com/en-us/library/gg295290.aspx
  – http://msdn.microsoft.com/en-us/library/aa543822(v=office.14).aspx
Brixx Ice Co.
500 East First St., Dayton
SharePoint Saturday Dayton has been made possible because
of generous sponsorship from the following friends…
About SDS
SDS SharePoint Custom Solutions
Count on our Agile development and expert coding experience to
create an optimal solution for your unique SharePoint application
and integration needs.

· Workflow & InfoPath Forms for Business Process
Automation
· SharePoint Reports & BI Integration
· Portals & Collaboration
· Content Management
*Agile Practices for proven faster delivery, higher quality, & increased business value.

For twenty years, SDS has solved enterprise development challenges
using coding best practices. We deliver required functionality with
· Exceptional code quality
· Maintainability
· and Reliability.
Questions and Evals…

• Fill out your evaluations to receive
   – Parking Pass
   – SPS Dayton T-Shirt

   – Get the FREE SDS code library

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SPS Dayton Content Types

  • 1. SharePoint Saturday Dayton, Ohio June 30, 2012 Reduce, Reuse and Recycle with Content Types Patrick Tucker, Principal Consultant Strategic Data Services (sds-consulting.com)
  • 2. General Information • Tweet it Out!! – Hashtag for this event: #SPSDayton – Follow us: @SPSDayton – Include your presenters • Check out SPTV – Tweets will display throughout the day on the screens. – Footage will be shown at http://mysp.tv
  • 3. Speaker Info • Patrick Tucker • MCT, MCTS, MCPD, MCDBA, MCSD, MCITP • Principal Consultant, SharePoint • Strategic Data Systems • Email patrick.tucker@sds-consulting.com
  • 4. Reduce Reuse and Recycle with Content Types
  • 5. REDUCE • Reduce business requirements and definitions into reusable types to be used in libraries, sites and the Enterprise • Content Types are the building blocks for SharePoint data
  • 6. Creating and Using Content Types • Content types are all about metadata – another tasty layer of information on top of the data contained in the list item This metadata can be surfaced in the SharePoint UI, Document Information Panel, workflows, pages and InfoPath forms
  • 7. Creating and Using Content Types • 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
  • 8. Create and Edit Content Types • Can be done in SharePoint Designer
  • 9. Creating and 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
  • 10. Reduce – Document Sets • Document Sets are Content Types and can contain content types • Document Sets are Content Types and can contain/limit content types
  • 11. Reduce – 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
  • 12. 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
  • 13. 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 – Relies on Managed Metadata Service – One site creates and shares Content Types – Other sites are subscribers to those types
  • 14. Content Type Syndication • MMS Properties is the place to start • Create and publish content types in the “hub” site and consume in sites within the web application • 2 Timer jobs control availability – “Content Type Hub” and “Content Type Subscriber” • Beware blank sites and hidden features
  • 15. Reusable Workflows • SharePoint 2010 allows reusable workflows to be applied to a content type which is reusable across lists and libraries
  • 16. RECYCLE • Relocate content via Content Organizer Rules • Find your content over and over by adding a Content Type Refinement to Search • Create Content Type definitions in Visual Studio to use again and again
  • 17. 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 • Content Organizer settings allow configuration
  • 18. Content Type Refinement - Search 1. Create a new managed property mapped to ows_ContentType 2. Run a full crawl on your content source 3. 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.ManagedPropertyFilterG enerator" MetadataThreshold="5" NumberOfFiltersToDisplay="4" MaxNumberOfFilters="0" SortBy="Frequency" SortDirection="Descending" SortByForMoreFilters="Name" SortDirectionForMoreFilters="Ascending" ShowMoreLink="True" MappedProperty="ContentTypeRefinement" MoreLinkText="show more" LessLinkText="show fewer"/>
  • 19. Create and Edit Content Types • Can be done in Visual Studio • Content Type IDs are designed to be recursive – Parent Content Type ID + • For reference – see – http://msdn.microsoft.com/en-us/library/gg295290.aspx – http://msdn.microsoft.com/en-us/library/aa543822(v=office.14).aspx
  • 20. Brixx Ice Co. 500 East First St., Dayton
  • 21. SharePoint Saturday Dayton has been made possible because of generous sponsorship from the following friends…
  • 22. About SDS SDS SharePoint Custom Solutions Count on our Agile development and expert coding experience to create an optimal solution for your unique SharePoint application and integration needs. · Workflow & InfoPath Forms for Business Process Automation · SharePoint Reports & BI Integration · Portals & Collaboration · Content Management *Agile Practices for proven faster delivery, higher quality, & increased business value. For twenty years, SDS has solved enterprise development challenges using coding best practices. We deliver required functionality with · Exceptional code quality · Maintainability · and Reliability.
  • 23. Questions and Evals… • Fill out your evaluations to receive – Parking Pass – SPS Dayton T-Shirt – Get the FREE SDS code library

Notas del editor

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