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
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
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