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This presentation was delivered at the Toronto SharePoint User Group's December 2009 meeting. Note that all slides containing graphics were aggregated from Microsoft decks presented during SPC 2009, corrections and text-only slides are original.
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Content Management in SharePoint 2010
Eli RobillardSharePoint Server MVP
Microsoft SharePoint 2010
Connect and Empower People
Cut Costs with a Unified Infrastructure
Rapidly Respond to Business Needs
Communities
Search
Sites
Composites
ContentInsights
What’s New for Content
Managed Metadata Service Business Connectivity Services What’s New for Lists and Libraries New ways to tag content
Managed Metadata Service
A Term Store contains term sets and managed keywords.
Term Sets are hierarchical taxonomies.Keywords are non-hierarchical terms.
Content Types can be syndicated from a Hub.
Term Store
One term store per shared service app
Many groups per term store. Used as security boundary
Many term sets per group (max 1000 total per term store)
30K terms per term set (max. 1m total)
SynonymsDescriptionTranslationsCustom properties
Content Types
Metadata Shared Service
Term Store
Term Set(s)
Term(s)
Group(s)
ContentType Hub
Managed Metadata Service
Farm 1
Doc Lib 1b
Site Coll. 1b
Term Store 1a
Managed Metadata Services
Connect
ion P
roxy
Web App 2
Web App 1b
Web App 1a
Farm 2
Farm 3
Web App 3
Term Store 2
Term Store 3
Content Type SyndicationBig value adds
Up-to-date and consistent schemas across the EnterpriseSyndicated content types can have a single policy i.e,. from now on blogs posting must expire after 18 months
Publishing content typesContent Types are ‟published” from a ‟normal” Site Content Type
GalleryMaximum of 1 Hub per Metadata Shared Application ServiceIt is not a requirement that a Metadata Service syndicate content typesIt is not a requirement that a service connection consume content types from the serviceSetting a site collection to be the hub enables necessary components on hub
What gets published?Content Type with all the corresponding columnsIncluding Document Set Content TypePoliciesAnd workflow associations (not the workflows)
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Content Type Syndication
Managing published content types
From the hubPublish UnpublishRepublishRoll-up errors from consuming site collections
On the consumer sideExtend a published content typeDerive from a published content typeView import errorsRefresh all content types consumed from the Hub
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Business Connectivity Services
External Content Types
Business Data Connectivity (BDC)
SharePointDesign Tools
Office Applications
BCS Client
Business Data Connectivity
External Content Type Repository
External Lists
Dev Platform
Enterprise Search
Business Intelligence
Collaboration Social
Enterprise Content
Management
Web 2.0DBWCFWeb ServiceLOB
SharePointDesigner
Visual Studio
Business Connectivity Services
External Content Type (ECT)The building block
Superset of entity capabilities; describes:Structure of the external system (Fields, Methods, Connection)How this data behaves within SharePoint and Office
Manage and reuse from a central location
Added to the Business Data Connectivity service through:
SharePoint DesignerVisual Studio 2010Import into the Business Data Connectivity service as part of a model
External Content Type (ECT)The building block
BCS-enabled solutions rely on ECTs to integrate external data into SharePoint and the Office client applications
Can be reused in:External ListSearchOutlookSharePoint Workspace
WordInfoPathAccessOther Office applications via code
Outlook Forms andTask panesSharePoint External
lists
SharePoint Workspace with InfoPath Forms
Search resultsOffice Apps
The Building BlockExternal Content Type
Expose external data as a native SharePoint list
Full CRUD capability Familiar UI and navigationSort, Filter, GroupProgrammatic access via SPList OMProfile page available for each item in the list Form
Auto-generated OOBUpsize to InfoPath
Offline-able
Presentation
Connectivity
Tooling
PresentationExternal Lists in SharePoint
PresentationOffline External List
Connect to Outlook asContactsTasksCalendarsPosts
Presentation
Connectivity
Tooling
Download to SharePoint Workspace as
ListsWord doc libraries with external data columns
PresentationSurfacing External Data
External Data Columns Add data from external content types to standard SharePoint listsCan be made available as Content Controls in Word
Web PartsScenario: Use for Dashboard pages
External Data List External Data ItemExternal Data Item BuilderExternal Data Related ListExternal Data Connectivity FilterChart Web Part
External Data Search Integrate External Data into search results
Presentation
Connectivity
Tooling
Connectivity
.NET Assembly Connector
Useful approach if business logic can be exposed through static APIs that rarely change
Does not provide facility to over-ride default TypeReflector
Custom Connector
Useful approach when back end interfaces change frequently (dynamic)
Provides facility to over-ride default TypeReflector
Server & Client side pluggability for custom SSO provider
Presentation
Connectivity
Tooling
ConnectivityConnecting to External Data
Business Data Connectivity enhancementsRead/write capabilityClaims awareConnect via ADO/SQL, WCF/WS, .Net Assembly and Custom ConnectorsBatch and bulk operation support
BDC used for Search indexing connectorsAdded blob, incremental crawl and item level Security
Symmetrical server and client runtimesConnect from client or server directly to external data
Rich client cacheSQL CE database is used to cache external dataAllows for “cached mode” behavior on external data
Presentation
Connectivity
Tooling
ToolingEasily create and customize solutions
AssemblyNo-code solutions in SPDExternal Content Type definitionsForm layout and validationWorkflow integration
Build Pro-Dev Solutions in Visual StudioCreate reusable components (UI parts, ECTs, actions)Custom Office Integration (add-ins)Custom connectivity
.Net Assembly ConnectorCustom Connector
Code-based business logic
Presentation
Connectivity
Tooling
Presentation
ConnectivityTypes of Solutions
Intermediate AdvancedSimple
• Custom connectivity for data aggregation, transformation, security, etc.
• Use custom code to integrate data into any Office app
• Business logic in forms
• Create reusable components (UI parts, ECTs, actions)
• Out-of-box• Surface data in
External Lists• Connect those lists
to Outlook, SPW• External Data
Columns
SharePoint Designer
SharePoint SDK
DeveloperPower User
NO CODE*
Advanced Developer
VisualStudio
CODE
• Customize• InfoPath forms• Workflow• Web Part Pages• Outlook task pane
and ribbon
Tooling
Baked into the Platform…
Secure Store
Service
External Data
Search
Rich Client Extensions
External Data Web
Parts
BDC Client Runtime
Profile Pages
External ListExternal Data
Column
Business Data Connectivity Service
SharePoint Server 2010 Office 2010
SharePoint Foundation 2010
What’s New for Lists
Relationships with Cascade or BlockLocation-based metadataMulti-select operationsBetter scalability and performance
Auto-generated indexesList query throttling
Asset Libraries for Rich Media content
What’s New for Lists
External ListsDocument SetsDocument IDsMetadata-based Navigation
External Lists
Surface external data to usersSupports all CRUD operationsFamiliar UI (sort, filter, group, etc.)Auto-generated formsOption to upsize to InfoPath forms
Document Sets
A way to group related files
Inherits from FolderCan set location-based metadata
Documents Sets can have Document IDs
Document IDs
A unique identifier that follows a document wherever it goes.
Documents with IDs have permanent URLs (permalinks)
A Doc ID Redirector locates the document
Can use the out-of-box service to generate IDs or build your own
Metadata-based Navigation
Folder-like navigation
Auto-generated based on metadata
Ways to tag files with metadata
Web BrowserList items can be tagged by using the ‟Edit Properties” UIBy a business processBy virtue of the location in which we choose to store the item (location based metadata)Values from the parent Doc Set
Office ClientsDocument Information Panel allows for tagging in the authoring surface of the Office clientBackstage in the Office clients will allow full fidelity of the managed metadata controlsInfoPath forms
Custom Apps3rd party or custom applications using SharePoint Metadata OM
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Metadata driven scenarios
Folksonomy
Managed Taxonomy
Open Hierarchies
Level of Control
Glo
ba
lLocal
Scop
e
Records Management
Standardized Contract Template
Team or Application Specific
Team or Project Doc Lib
Corp. Intranet
DAM
Corp.Tag Cloud
KnowledgeBase
MySite
By modifying out-of-the-box settings a single infrastructure can support a large range of business needs:
Managed Metadata Column Term SetShared Service Application
Metadata field & features
Synonyms
Closed Term Set
Open Term Set
Type-ahead
Disambiguation
MUI support
Description
Add new Term
Flexible & open
Controlled & managed
Tree Picker
Managed Metadata Column
Metadata field & features
Synonyms
Closed Term Set
Open Term Set
Validates all terms
Type-ahead
Disambiguation
MUI support
Description
Add new Term
Upload
Flexible & open
Controlled & managed
Tree Picker
Managed Keywords Column & Social Tagging Control
Keywords Set
Why do we tag?
Metadata drives discovery and decisions
Metadata is how we navigate
Metadata improves search
Types of data
Structured• Industry-standard
categories• Line-of-business data• Central lookup lists• Data warehouses
• Surveys• Access databases• SharePoint Lists
Unstructured• File shares• Narratives, blogs• Office documents
• Surveys• Access databases• SharePoint Lists
Types of metadata
StructuredTaxonomies
Centrally managed
Standardized
Mature languages
Simple, well-understood domains
UnstructuredFolksonomies
Anyone can define a term
Ad hoc
Emerging languages
Complicated or complex domains
Action Items
Think about the new scenarios SharePoint 2010 makes possible.Consider the planning you’ll want to do to prepare for RTM. Start using the beta!
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