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SharePoint 2010 Metadata Management & the Term Store for Administrators Craig Pilkenton SharePoint Engineer
Intro and Background Craig Pilkenton Financial Partners, Inc. [email_address] http://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)
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
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)
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
How do we solve? By creating centrally-managed ‘term sets’ Creating Metadata Columns to utilize them
So what do we do? Create Term Set’s through the GUI Import a self-created .csv template
Demonstration Central Admin management Working with the Term Store Management Tool Utilizing a Managed Metadata column in a List
Screens
Screens…cont.
Screens…cont.
Screens…cont.
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
Resources Office.Microsoft.com: Introduction to managed metadata EndUserSharePoint 2010: Metadata and Taxonomy Management Overview Microsoft TechNet: Managed metadata overview Craig Pilkenton, Financial Partners, Inc. [email_address] http://www.linkedin.com/in/craigpilkenton

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SharePoint 2010 Managed Metadata Service

  • 1. SharePoint 2010 Metadata Management & the Term Store for Administrators Craig Pilkenton SharePoint Engineer
  • 2. Intro and Background Craig Pilkenton Financial Partners, Inc. [email_address] http://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)
  • 3. 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
  • 4. 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)
  • 5. 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
  • 6. How do we solve? By creating centrally-managed ‘term sets’ Creating Metadata Columns to utilize them
  • 7. So what do we do? Create Term Set’s through the GUI Import a self-created .csv template
  • 8. Demonstration Central Admin management Working with the Term Store Management Tool Utilizing a Managed Metadata column in a List
  • 13. 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
  • 14. Resources Office.Microsoft.com: Introduction to managed metadata EndUserSharePoint 2010: Metadata and Taxonomy Management Overview Microsoft TechNet: Managed metadata overview Craig Pilkenton, Financial Partners, Inc. [email_address] http://www.linkedin.com/in/craigpilkenton