johnson share point mms in enterprise applications

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SharePoint Saturday Chicago Suburbs - June 1st, 2013

SPS EVENTSChicago-Suburbs

The Managed Metadata Service Application in Enterprise SharePoint Solutions

Chris Johnson

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ABOUTCHRIS JOHNSON

Consultant on SharePoint Solutions team at PSC Group

5 years developing for SharePointMOSS 2007

SharePoint 2010SharePoint 2013

Architect: DMS @ Fortune 500 firm

3000-user base100+ national & international branches

MMS:100,000+ terms synchronized with 3 LOB systems

@chrisjohns0n thedotnetter.wordpress.com

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MANAGED METADATASERVICE APPLICATION

AGENDA

REQUIREMENTS

OVERVIEW:WHAT IS THE MMS?

USE CASE:WHY? HOW? Q&A

LUNCH&LEARNTHIRTYMINUTES

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WHAT IS MANAGED METADATA?

METADATA:INFORMATION

MANAGED METADATA:INFORMATIONTHAT CAN BE REUSED

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MANAGED DATA

Consume this data from any site collection on any web application that subscribes to the MMS

MANAGED CONTENT TYPES

Define and manage data in a central location: the Term Store

Define and manage content types in a central location: the Content Type Hub

Consume these content types from any site collection in any web application

MANAGED METADATA SERVICE APP:TWO SERVICES

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MANAGED METADATA SERVICE APP:TWO SERVICES

WEB APP 1

MMS APP

WEB APP 2

SITECOLL

SITECOLL

SITECOLL

SITECOLL

DEFINED

CONSUMED

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o TAG DOCUMENTS with client or prospect names

o TRACK RELATIONSHIP – Client vs. Prospect– which can change

o ACCESSIBLE from any site collection in intranet AND extranet

o MANAGE in one placeo Data is THE TRUTHo HUNDREDS or

THOUSANDS of companies

o CLEAN UI for multiple selection, if necessary

USE CASE:CLIENTS & PROSPECTS

REQUIREMENTS

REQUIREMENTS

Common requirement for enterprise applications:

manage documents throughout the entire Sales process

from PROSPECT toCLIENT

ONE SITE COLUMN

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MOSS 2007:TWO OPTIONS

CUSTOM CHOICE FIELDADVANTAGESo Centrally-managed with feature

upgrades (if defined in code)o -OR- could hook into external content

source (also requires custom field code)

DRAWBACKSo Can’t store additional data

(relationship)o Add choices with feature upgrade or

PowerShell… o If using external content source,

must manage in source applicationo UI nightmare

LOOKUP FIELD W/LISTADVANTAGESo Define in GUI or in codeo Stores additional data (relationship)DRAWBACKSo Still requires external data sourceo Must instantiate list in each site

collectiono UI still stinks

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SHAREPOINT 2010, 2013MANAGED METADATA

Any Site Collectionon any web appcan consume this term set.

Define a set of “Clients and Prospects” terms in one location, manage it in SharePoint GUI.

When a prospect becomes a client, make one change and it is reflected everywhere.

UI: Autocomplete as you type—Even for tens of thousands of terms.Even for multiple selections.

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MMS IMPLEMENTATION: ARCHITECTURE

SITE COLUMNS

SITE COLLECTIONS

WEB APPLICATIONS

SHARED SERVICE APPS POOLPSC MMS

PSC Intran

et

Sales

Client or

Prospect

Delivery

Client or

Prospect

Client Portal

Extranet

<Client>

Client or

Prospect

<Client>

Client or

Prospect

Term Set: Clients and Prospects

Term Store: PSC MMS

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TERM STORE ARCHITECTUREo Term Group: PSC

o Term Set: Clients and Prospectso Term: Clients (Not available for

tagging)o Term: <Company>o Term: <Company>

o Term: Prospectso Term: <Company>o Term: <Company>

IMPLEMENTATION

DEMO:TERM STORE

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EDIT PROPERTIES VIEW PROPERTIES

DEMO:USER INTERFACE

SITE COLUMN: CLIENT OR PROSPECT

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TAKE-AWAYSTHE MMS IS AWESOME!

DEFINE METADATA ONCE

CONSUME METADATA EVERYWHERE

REQUIREMENTSMMS:ENABLES USTO REUSEMETADATA

ACROSS SITE COLLECTIONS

ACROSS WEB APPLICATIONS

UI = AWESOME

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SHAREPOINT 2010 NEW IN SHAREPOINT 2013

JUST SCRATCHINGTHE SURFACE

MANAGED METADATA NAVIGATION

HASHTAGS

IMPORT & EXPORT WITH GUIDS

PIN& REUSE

CT HUB

SOCIAL

ENTERPRISE KEYWORDS

DEEP HIERARCHIES

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WIN A MICROSOFT SURFACE!

VISIT JENNIE AT THE PSC BOOTH IN THE VENDOR AREA

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THANK YOU!

@chrisjohns0n thedotnetter.wordpress.com