Content Types SSWUG
Content Types Gotta Have ‘em
Who am I? • Associate and Senior Instructor with Mindsharp • MCITP, MCSE, MCT and more • Content Contributor for SharePoint Best Practices (MS Press)
• E-Mail – [email protected] • Twitter - @dagalant
Agenda • • • •
Content Types – What are they? MetaData – What is it? Application – How do I use them? Demos – The fun part
Content Types – What are they? • They’re NOT Document Types • SharePoint’s Building Blocks • Centrally Define Metadata
NOT Document Types • Content Type DOES NOT EQUAL Document Type • Each Content Type has a Default Template • One Template per Instance • Instances of a Content Type Attached to Different Libraries can have Different Templates
SharePoint’s Building Blocks • • • •
Everything is a Content Type Defined at the Site Collection Defined at the Site Add Columns to Differentiate
Centrally Define Metadata • Inherit All the Settings of the Parent Content Type • Attach Workflows to Content Types • Attach Management Policies • Can be Made Read Only
Demos • Creating a Content Type
MetaData – What is it? • • • •
Data About Data Extensible Columns Findability MetaData is Key
Data About Data • Descriptive Tags • Refines Data Relationships – Data = Object = Person – Metadata = • Hair – Brown • Height – 5’ 10” • Department - IT
Extensible Columns • Add Default Columns • Create New Columns – Single Line of Text – Choice – Lookup – Calculated – Date and Time – Picture
• Required – Optional - Hidden
Findability • • • • •
Make Columns Searchable Create Views Based on Columns Sort by Column Filter by Column Group by Column
Metadata is Key
Demos • Creating Columns • Adding Columns to Content Types
Application – How do I use them? • • • •
Configure a Library for Multiple Content Types Attach a Document Template Attach a Workflow Read Only
Configure Lists and Libraries for Content Types • Advanced Settings • Allow Management of Content Types • Add Desired Content Types
Attach Document Template • Create Desired Template • Settings for Content Type – Advanced Settings – Upload Template and Save
Attach Workflows • Content Type Properties • Workflow Settings – Configure Workflow
• Workflow Follows Content Type
Demos • • • •
Configure a Library for Content Types Adding Content Types Attach a Document Template Attach a Workflow
Read Only Pro’s • Prevents inherited changes from passing to content type • Prevents accidental modifications • Can be easily turned on or off
Con’s • Parent modifications must be manually applied • Can be easily turned off or on
Thank You • Enjoy the rest of the Conference • Check out the action in the chat rooms • Be sure to fill out an evaluation
Who am I? • Associate and Senior Instructor with Mindsharp • MCITP, MCSE, MCT and more • Content Contributor for SharePoint Best Practices (MS Press)
• E-Mail – [email protected] • Twitter - @dagalant
Agenda • • • •
Content Types – What are they? MetaData – What is it? Application – How do I use them? Demos – The fun part
Content Types – What are they? • They’re NOT Document Types • SharePoint’s Building Blocks • Centrally Define Metadata
NOT Document Types • Content Type DOES NOT EQUAL Document Type • Each Content Type has a Default Template • One Template per Instance • Instances of a Content Type Attached to Different Libraries can have Different Templates
SharePoint’s Building Blocks • • • •
Everything is a Content Type Defined at the Site Collection Defined at the Site Add Columns to Differentiate
Centrally Define Metadata • Inherit All the Settings of the Parent Content Type • Attach Workflows to Content Types • Attach Management Policies • Can be Made Read Only
Demos • Creating a Content Type
MetaData – What is it? • • • •
Data About Data Extensible Columns Findability MetaData is Key
Data About Data • Descriptive Tags • Refines Data Relationships – Data = Object = Person – Metadata = • Hair – Brown • Height – 5’ 10” • Department - IT
Extensible Columns • Add Default Columns • Create New Columns – Single Line of Text – Choice – Lookup – Calculated – Date and Time – Picture
• Required – Optional - Hidden
Findability • • • • •
Make Columns Searchable Create Views Based on Columns Sort by Column Filter by Column Group by Column
Metadata is Key
Demos • Creating Columns • Adding Columns to Content Types
Application – How do I use them? • • • •
Configure a Library for Multiple Content Types Attach a Document Template Attach a Workflow Read Only
Configure Lists and Libraries for Content Types • Advanced Settings • Allow Management of Content Types • Add Desired Content Types
Attach Document Template • Create Desired Template • Settings for Content Type – Advanced Settings – Upload Template and Save
Attach Workflows • Content Type Properties • Workflow Settings – Configure Workflow
• Workflow Follows Content Type
Demos • • • •
Configure a Library for Content Types Adding Content Types Attach a Document Template Attach a Workflow
Read Only Pro’s • Prevents inherited changes from passing to content type • Prevents accidental modifications • Can be easily turned on or off
Con’s • Parent modifications must be manually applied • Can be easily turned off or on
Thank You • Enjoy the rest of the Conference • Check out the action in the chat rooms • Be sure to fill out an evaluation
