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At the 2011 New Zealand SharePoint Conference Mark Orange presented his Content Types Model, an approach he has developed to design, document and manage Content Types across a SharePoint platform and the solutions implemented upon it. The Content Types Model illustrates and describes the relationships, context, and purpose of all Content Types through the layers of an Enterprise SharePoint Platform.Here are the example Visio diagrams, the workflow and the PowerPoint presentation for anyone to review, leverage and hopefully get value from.
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N E W Z E A L A N DSHAREPOINTCONFERENCEM A R C H 1 6 + 1 7 2 0 1 1
CONTENT TYPES MODELMark Orange
Session Agenda
• Content• Content Types• Content Types Columns• Content Types Model
SharePoint Service Applications
SharePoint - Platform
Search Service
Excel Calc Service
BusinessConnection Service
User Profiles
SharePoint Foundation
ContentConfig Workflow
SharePoint Server Client AppsProject Server
2010
Project Web Access
FAST 2010
FAST Search Service
Sandboxed Code Service Usage & Health Logging
Word Conversion Service
PowerPoint Broadcast Service
Web Analytics Service
Visio Graphics Service
Access Service
InfoPath Service Managed Metadata
PerformancePoint
Browsers (IE, Fire Fox)
InfoPath
Project
RSS Viewers
SharePoint Designer
OneNote
SharePoint Workspace
Office Client
Outlook
Visio
Office Web App Service
3rd PartyServices..
Access
SharePoint - Platform
Content
Content
Lists & Libraries
SharePoint - Platform
Content
Colu
mn
Colu
mn
Colu
mn
Colu
mn
Colu
mn
Colu
mn
Content Type
SharePoint - Platform
Content
Colu
mn
Colu
mn
Colu
mn
Colu
mn
Colu
mn
Colu
mn
Content Types
The fundamental building blocks for managing information and data within SharePoint
What vs. Where
Content Types
• Client Code
• Business Unit
Document Base
• Effective Date• Lawyer• Client Code• Business Unit
Contract
• Review Date• Category• Client Code• Business Unit
Policy
• Theme• Author• Client Code• Business Unit
Presentation
• Security Clearance
• Security Clearance
• Security Clearance
• Security Clearance
Office A• Contracts
• Policies
• Presentations
Office B• Contracts
• Policies
• Presentations
Office C• Contracts
• Policies
• Presentations
General Manager General Manager General Manager
Content Types
Office A• Contracts
• Policies
• Presentations
Office B• Contracts
• Policies
• Presentations
Office C• Contracts
• Policies
• Presentations
Legal Team
HR
Marketing
Content Types
Office A• Contracts
• Policies
• Presentations
Office B• Contracts
• Policies
• Presentations
Office C• Contracts
• Policies
• Presentations
Document Library Document Library Document Library
Content Type
Content Type
Content Type
Content Types
Content Types apply rules and behaviors based on
what an item is
Lists and libraries apply rules and behaviors based on
where an item is
Content Types
Policies
Workflows
Columns
The Columns in a Content Type define the different content
elements and metadata needed to manage that type of information.
Columns need a purpose!
Columns
Column Purposes • Content
Information to be displayed to end users.
• Metadata RecordInformation captured at a specific point in time that records an important immutable value.
• Metadata FindabilityInformation to allow the discovery, sorting, filtering, and grouping of items.
• Metadata Activity Information to support an activity, process or function.
• Heading• Date• Source• Body• Category• Date Created• Date Modified
Content Type: Article Web Page
Article Web Page
• Content• Record• Findability• Activity
• Title • Description• Owner• Due Date
Content Type: Project Task
• Stage• Sprint
Project Task Base
Project Task Agile Project Task Waterfall
• Content• Record• Findability• Activity
• Name• Title • Client Full
Name
Content Type: Client Document
• Client Full Name Record
• Contract Date
Document Client Base
Document Client Contract Document Client Identity
• Content• Record• Findability• Activity
COTENT TYPESMODEL
Content Types Model
PURPOSE: The Content Types Model illustrates and describes the relationships, context, and
purpose of all Content Types through the layers of an Enterprise SharePoint Platform.
Content Types Model
VALUE:The model is an important information asset for
the design and the on-going operational management of Content Types, and ultimately all information within a SharePoint platform.
The Model: Layers
Site Layer
Solution Layer
Platform Layer
System Layer
Site Layer
Solution Layer
Platform Layer
System Layer
The Model: Layers
Site Layer
Solution Layer
Platform Layer
System Layer
The Model: Layers
System Layer
The System LayerOwned and managed by: Microsoft
The generic foundation Content Types that are created by the Microsoft development team that builds the SharePoint product.
These are the Content Types that are automatically provisioned when SharePoint is installed in any organisation.
The Model: Layers
Site Layer
Solution Layer
Platform Layer
System Layer
The Model: Layers
Platform Layer
The Platform LayerOwned and managed by: Architecture and Governance
The global Content Types that are created for the enterprise and are consumed by solutions that are built on the platform.
As existing solutions evolve and new solutions are created new global Content Types will be identified as part of the solution design that need to be provisioned and managed as part of the Platform Layer.
The Model: Layers
Site Layer
Solution Layer
Platform Layer
System Layer
The Model: Layers
Solution Layer
The Solution LayerOwned and managed by: Architecture and Governance
The Content Types that are created for specific business solutions that are deployed on the platform.
These solutions are usually developed by a Project team and then handed over to the operations team on completion.
The Solution LayerOwned and managed by: Architecture and Governance
A critical part of the solution design process is to identify Content Types within a solution that will:
• reuse existing Solution Layer Content Types
• be new solution specific Content Types
• extend Platform Layer Content Types
• be new Platform Layer Content Types
Is there an existing or similar asset
already?
Is it in the Content Types model?
Is it an exact match you can use?
Does it exist in another system or
repository?
Use it Extend existing Content Type
Is this the correct long term place for
these assets?
Is there a suitable Content Type
branch to extend?
Put it thereShould this type of
asset move into SP2010?
Find another repository
Extend existing Content Type and
Columns
Is there a system level content type
that is suitable?
Is your information asset “one off”, ad-
hoc or informal?
Use system Content Type and column
Create solution or platform level Content
type and column
YesNo
YesNo
No
YesNo
NoYes
Yes
No
YesNo
Yes
YesNo
Yes
No
Create one
Solution Design Flow
The Model: Layers
Site Layer
Solution Layer
Platform Layer
System Layer
The Model: Layers
Site Layer
The Site LayerOwned and managed by: Ops team and Site Owners
The Content Types that are provisioned and configured for a specific SharePoint Site Collection and/or SharePoint Site that is being used by business users on the SharePoint platform.
The Site LayerOwned and managed by: Ops team and Site Owners
Sites are the end user experience of the SharePoint platform and the solutions delivered upon it.
A critical part of provisioning a site is understanding, communicating, and managing the type of site it is and the type of Content it manages within the organisation.
CT Hub
Portal Part 1
Portal Part 2
Portal Part 3
Portal Part 4
Content Type Hub
The role of the Content Type hub is to provide centralised management of globalContent Types.
In particular parent Content Types.
Platform Layer
THE MODEL
IN ACTION
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