SPSSV - Docs without Folders: Organizing with SharePoint Content Types and Metadata

•

3 likes•1,015 views

Kenneth Lo

Technology Business

@kattelo | kattelo.com
Announcements
• Kattelo SharePoint Office Hours
(#SPOfficeHrs), July 9th, 2013
http://klo.pm/1aBPHaz
2

@kattelo
Kenneth Lo, PMP
• 15+ Years in Consulting
• International Speaker
• Bay Area Start-Ups
• Fortune 500 & Federal Agencies
• @klopmp
3

@kattelo
Kattelo Consulting
• San Francisco Company
• Cloud | SharePoint | Mobility
• http://kattelo.com
• @kattelo
4

@kattelo | kattelo.com
Audience
• IT Pros Track - 200
• Technical Managers
• Information Architects
• Power Users
5

@kattelo | kattelo.com
Agenda
• Taxonomy
• Metadata
• Views
• Live Demo
• Best Practices
6

@kattelo | kattelo.com
Issues
• Multiple Categories
• Duplicate Files
• Complex File Naming
• Un-Usability
9

@kattelo | kattelo.com
Old Habit - Folders
10

@kattelo | kattelo.com
“Metadata” by Names
Nice descriptive
ﬁle name!
11

@kattelo | kattelo.com
Brave New World
12

@kattelo | kattelo.com
Look Ma, No Folders!
13

@kattelo | kattelo.com
Group By Metadata
14

@kattelo | kattelo.com
Group By Metadata
15

@kattelo | kattelo.com
Justify Tagging
• Document Properties
• Metadata Inside Office Docs
• Always in Sync
16

@kattelo | kattelo.com
Document Property
17

@kattelo | kattelo.com
Site Columns
• Building Blocks
• Data Types
• Validations
Use custom groups for
easier organization
and retrieval
21

@kattelo | kattelo.com
Design Tips
• Minimize Typing
• Prevent Invalid Data
• Avoid Naming Columns with
Reserved Keywords
23

@kattelo | kattelo.com
Managed Metadata
• No Boundaries
• Farms
• Web Applications
• Site Collections
• Auto-Complete
26

@kattelo | kattelo.com
Views
• Virtual Folders
• Sort, Filter, Group
• Modify within Clicks
28

@kattelo | kattelo.com
In a Hurry? Bulk Edit!
31

@kattelo | kattelo.com
Best Practices
• Plan with TechNet Worksheets
• Agree Enterprise-Wide
• Mandate Metadata Selectively
34

@kattelo | kattelo.com
Best Practices
• Bulk Edit in Datasheet View
• Customize Views
• Paginate for Faster Rendering
35

@kattelo
Resources
Kattelo Presentations
http://kattelo.com/resources
Why I Use SharePoint
http://iusesharepoint.com
Nothing But SharePoint
http://nothingbutsharepoint.com
36

@kattelo | kattelo.com
Join%us%right%a-er%the%event%at%the%Firehouse%Grill!%
Socialize%and%unwind%a-er%our%day%of%learning.%
%
1765%E.%Bayshore%Road%
East%Palo%Alto,%CA%
38

Similar to SPSSV - Docs without Folders: Organizing with SharePoint Content Types and Metadata

Instant ECM with SharePoint 2010

Corey Roth

April 29 2017 - SharePoint Saturday Houston 2017 Our SharePoint environment is a lot like many others – a SharePoint 2007 implementation that was used more as a file dump than a collaboration space. With minimal user adoption, we were never quite ready to implement 2010, with a pilot SharePoint 2010 implementation stalled out of the gate. In the meantime, some content was put on Box and other services to address external collaboration needs. Business users needed more relevant search results, content databases had grown uncomfortably large, and access controls had become spaghetti. Fortunately, site sprawl wasn’t too bad… except that the reason for that was the low adoption. SharePoint 2013 arrived to a perfect storm – business and technology needs to be addressed, content that needs to be brought back in-house, and user adoption that needs to be improved. Time to upgrade! See how we approached the upgrade, the issues than needed to be addressed, and the questions that needed to be answered.

Movin on Up SPSHouston 2017

Jim Adcock

PSTA13 Google Me This

Ben Smith

I spoke in this session about eDiscovery and Office 365 Security & Compliance Center, and try to know how records managers and litigators discover content in the electronic format in an enterprise environment. How Microsoft offerings typically, eDiscovery help them in searching for documents, websites, and email messages spread across laptops, email servers, file servers, and other sources, and collecting and acting on content that meets the criteria for a legal case. We will know about eDiscovery in business to business arena and related Microsoft offerings.

Building Efficient eDiscovery and Compliance with SharePoint and O365

Mitul Rana

10 Things You'll Need to Succeed with Information Governance and SharePoint

RecordLion

2018-10-23 7 A - All about documents in Office 365 - Sébastien Paulet

aOS Community

Introduction to SharePoint 2013 by Michael Blumenthal

Michael Blumenthal (Microsoft MVP)

• Is your organization using any Enterprise Content Management systems besides SharePoint? • Has your current ECM system been deprecated or require an expensive annual maintenance contract? • Does your firm already use Microsoft SharePoint as an intranet/collaboration portal? • Would you like to leverage the cutting edge ECM and taxonomy features in SharePoint 2010 or 2013? If so, it may be time to migrate your scanned and other transactional documents from your legacy ECM system to SharePoint, and take advantage of innovative ECM and taxonomy features available in this powerful platform. Top industry experts and influencers Joel Oleson and Tom Castiglia from Hershey Technologies will explain best practices to plan and implement a successful ECM content migration to Microsoft SharePoint. Join us on June 4th to learn about: • Using ECM and taxonomy related features in SharePoint 2010 and 2013 • Reasons to migrate content to SharePoint (as well as reasons not to migrate!) • Best practices for ECM architecture in SharePoint including security, taxonomy and governance • 14 specific tips for planning your migration from any ECM system to SharePoint

14 Tips for Planning ECM Content Migration to SharePoint

Joel Oleson

May 2013 MPUG SharePoint and Project Management

Don Donais

With SharePoint 2013, Microsoft has combined the best features of SharePoint search and FAST into a single engine with better relevance, faster performance, and easier configuration. This session will introduce SharePoint 2013’s new search capabilities and provide tips for deploying an enterprise-wide search platform. We’ll walk through strategies for managing content sources, optimizing filters, and providing a clean interface with display templates.

SPC.Org - SharePoint 2013 Search

Bert Johnson

This presentation provides an overview how CQ was implemented at ESO. It reviews the approaches and concepts that were chosen, making sure that all operational and authors’ requirements were satisfied, and how it was achieved to have an implementation and rollout of CQ5 in only three months. Also, the presentation will provide an overview of the architecture of the Day CQ system at ESO and its marriage with pre-CQ system. Rein Warmels, Astronomer & Christina Garcia de Juan, Management Consultant, European Southern Observatory

European Southern Observatory: Implementing Day CQ5 at ESO

Day Software

Workshop - Ways of Working Within the M365 Workspace.pptx

Simon Rawson

Dorothy Byatt JIBS-RLUK event July 2012

sherif user group

Adoption is not affected as much by where we’re going, but by where we’ve come from. As data is now worth more than gold or oil, it’s crucial that we adjust how we interact with it. In this session: Tracy will take you through the “History of Finding Stuff” or data as we know it. Key takeaways: - What is the psychology behind find and search in our lives - How has Microsoft invested into Search (new features) Trusting AI & Machine learning to become our extensions not replacements Search IS the new #SuperPower, but without proper strategy your data could be your kryptonite.

#DWCAU 2019 The Evolution of Finding Stuff

Tracy Van der Schyff

SharePoint has been the platform of choice for many organizations that need an integrated solution for enterprise content management, document management, business-enabling tools such as search, workflows, social networking, and much more. There are numerous out-of-the-box SharePoint tools that can be used to greatly enhance the communication, reporting, and governance required in project management. This presentation provides a live presentation of some advanced tools such as dashboards, alerts, Document Sets, charting, process map visualization, and more on the new SharePoint 2013 platform.

Advanced SharePoint for Project Managers

Haniel Croitoru

SharePoint Engage Phoenix 2017 Our SharePoint environment is a lot like many others – a SharePoint 2007 implementation that was used more as a file dump than a collaboration space. With minimal user adoption, we were never quite ready to implement 2010, with a pilot SharePoint 2010 implementation stalled out of the gate. In the meantime, some content was put on Box and other services to address external collaboration needs. Business users needed more relevant search results, content databases had grown uncomfortably large, and access controls had become spaghetti. Fortunately, site sprawl wasn’t too bad… except that the reason for that was the low adoption. SharePoint 2013 arrived to a perfect storm – business and technology needs to be addressed, content that needs to be brought back in-house, and user adoption that needs to be improved. Time to upgrade! See how we approached the upgrade, the issues than needed to be addressed, and the questions that needed to be answered.

Movin on Up - SPEngage Phoenix 2017

Jim Adcock

Enterprise Document Management Sharepoint2010 - PSUG

Saed Shela

Community IT June 2016 Webinar - Dropbox and Other Alternatives

Community IT Innovators

This webinar will explain how to get the most out of conceptSearch, with its innovative technology delivering both high precision and high recall, by weighting compound terms, or multi-word phrases. This is particularly important for organizations that need sophisticated search and retrieval solutions. • Compound term extraction • Relevance rankings • Automatically generated related topics • Faceted navigation • Drilling down through a combination of free text search and multiple taxonomy browse

How to Get the Most Out of Search Webinar

Concept Searching, Inc

With Microsoft's push to the cloud using Office 365 out of the box solutions have become more important for the Power Users and developers alike.First we'll take a look at the top five features that have been used throughout SharePoint 2007 and 2010. Then we'll take a look at five of the newest features that SharePoint 2013 provides to create solutions.Whether you're a business user just being introduced to the full features of SharePoint or a developer building a sophisticated application, these are features that no deployment should be without.

10 SharePoint 2013 OOTB Solutions Every Power User Should Know

Adam Levithan

Similar to SPSSV - Docs without Folders: Organizing with SharePoint Content Types and Metadata (20)

Instant ECM with SharePoint 2010

Movin on Up SPSHouston 2017

PSTA13 Google Me This

Building Efficient eDiscovery and Compliance with SharePoint and O365

10 Things You'll Need to Succeed with Information Governance and SharePoint

2018-10-23 7 A - All about documents in Office 365 - Sébastien Paulet

Introduction to SharePoint 2013 by Michael Blumenthal

14 Tips for Planning ECM Content Migration to SharePoint

May 2013 MPUG SharePoint and Project Management

SPC.Org - SharePoint 2013 Search

European Southern Observatory: Implementing Day CQ5 at ESO

Workshop - Ways of Working Within the M365 Workspace.pptx

Dorothy Byatt JIBS-RLUK event July 2012

#DWCAU 2019 The Evolution of Finding Stuff

Advanced SharePoint for Project Managers

Movin on Up - SPEngage Phoenix 2017

Enterprise Document Management Sharepoint2010 - PSUG

Community IT June 2016 Webinar - Dropbox and Other Alternatives

How to Get the Most Out of Search Webinar

10 SharePoint 2013 OOTB Solutions Every Power User Should Know

More from Kenneth Lo

Backstop Beyond 2020 Client Success Showcase by Horsley Bridge Partners

Kenneth Lo

Airtable Primer

Kenneth Lo

Notion Labs Primer

Kenneth Lo

Backstop Hong Kong Connect 2018

Kenneth Lo

BUC18 Client Success Showcase: Boosting Efficiency with Backstop CRM

Kenneth Lo

http://kattelo.com/ebspug With the popularity of Microsoft Office 365 and upcoming release of SharePoint 2016, organization of all sizes are faced with the decisions to upgrade, migrate and/or integrate their SharePoint and other content management and knowledge management investments. Are you ready for these imminent changes? Whatever business and technical scenarios you have at hands, you will have a series of decisions to make, especially with ever-growing volume of data and diversity of data. Kenneth will share his extensive field experience, both as a project manager and a practitioner, with the attendees on how to prepare and execute SharePoint migration and upgrade projects, while maintaining sanity.

Kattelo Presents Seven Lessons Learned SharePoint Migration & Upgrade

Kenneth Lo

Kattelo NAAAP Toronto International Convention

Kenneth Lo

More from Kenneth Lo (7)

Backstop Beyond 2020 Client Success Showcase by Horsley Bridge Partners

Airtable Primer

Notion Labs Primer

Backstop Hong Kong Connect 2018

BUC18 Client Success Showcase: Boosting Efficiency with Backstop CRM

Kattelo Presents Seven Lessons Learned SharePoint Migration & Upgrade

Kattelo NAAAP Toronto International Convention

Recently uploaded

The microservices honeymoon is over. When starting a new project or revamping a legacy monolith, teams started looking for alternatives to microservices. The Modular Monolith, or 'Modulith', is an architecture that reaps the benefits of (vertical) functional decoupling without the high costs associated with separate deployments. This talk will delve into the advantages and challenges of this progressive architecture, beginning with exploring the concept of a 'module', its internal structure, public API, and inter-module communication patterns. Supported by spring-modulith, the talk provides practical guidance on addressing the main challenges of a Modultith Architecture: finding and guarding module boundaries, data decoupling, and integration module-testing. You should not miss this talk if you are a software architect or tech lead seeking practical, scalable solutions. About the author With two decades of experience, Victor is a Java Champion working as a trainer for top companies in Europe. Five thousands developers in 120 companies attended his workshops, so he gets to debate every week the challenges that various projects struggle with. In return, Victor summarizes key points from these workshops in conference talks and online meetups for the European Software Crafters, the world’s largest developer community around architecture, refactoring, and testing. Discover how Victor can help you on victorrentea.ro : company training catalog, consultancy and YouTube playlists.

Modular Monolith - a Practical Alternative to Microservices @ Devoxx UK 2024

Victor Rentea

Webinar Recording: https://www.panagenda.com/webinars/why-teams-call-analytics-is-critical-to-your-entire-business Nothing is as frustrating and noticeable as being in an important call and being unable to see or hear the other person. Not surprising then, that issues with Teams calls are among the most common problems users call their helpdesk for. Having in depth insight into everything relevant going on at the user’s device, local network, ISP and Microsoft itself during the call is crucial for good Microsoft Teams Call quality support. To ensure a quick and adequate solution and to ensure your users get the most out of their Microsoft 365. But did you know that ‘bad calls’ are also an excellent indicator of other problems arising? Precisely because it is so noticeable!? Like the canary in the mine, bad calls can be early indicators of problems. Problems that might otherwise not have been noticed for a while but can have a big impact on productivity and satisfaction. Join this session by Christoph Adler to learn how true Microsoft Teams call quality analytics helped other organizations troubleshoot bad calls and identify and fix problems that impacted Teams calls or the use of Microsoft365 in general. See what it can do to keep your users happy and productive! In this session we will cover - Why CQD data alone is not enough to troubleshoot call problems - The importance of attributing call problems to the right call participant - What call quality analytics can do to help you quickly find, fix-, and prevent problems - Why having retrospective detailed insights matters - Real life examples of how others have used Microsoft Teams call quality monitoring to problem shoot problems with their ISP, network, device health and more.

Why Teams call analytics are critical to your entire business

panagenda

Following the popularity of “Cloud Revolution: Exploring the New Wave of Serverless Spatial Data,” we’re thrilled to announce this much-anticipated encore webinar. In this sequel, we’ll dive deeper into the Cloud-Native realm by uncovering practical applications and FME support for these new formats, including COGs, COPC, FlatGeoBuf, GeoParquet, STAC, and ZARR. Building on the foundation laid by industry leaders Michelle Roby of Radiant Earth and Chris Holmes of Planet in the first webinar, this second part offers an in-depth look at the real-world application and behind-the-scenes dynamics of these cutting-edge formats. We will spotlight specific use-cases and workflows, showcasing their efficiency and relevance in practical scenarios. Discover the vast possibilities each format holds, highlighted through detailed discussions and demonstrations. Our expert speakers will dissect the key aspects and provide critical takeaways for effective use, ensuring attendees leave with a thorough understanding of how to apply these formats in their own projects. Elevate your understanding of how FME supports these cutting-edge technologies, enhancing your ability to manage, share, and analyze spatial data. Whether you’re building on knowledge from our initial session or are new to the serverless spatial data landscape, this webinar is your gateway to mastering cloud-native formats in your workflows.

Cloud Frontiers: A Deep Dive into Serverless Spatial Data and FME

Safe Software

MINDCTI Revenue Release Quarter One 2024

MIND CTI

EMPOWERMENT TECHNOLOGY GRADE 11 QUARTER 2 REVIEWER

MadyBayot

Dubai, known for its towering skyscrapers, luxurious lifestyle, and relentless pursuit of innovation, often finds itself in the global spotlight. However, amidst the glitz and glamour, the emirate faces its own set of challenges, including the occasional threat of flooding. In recent years, Dubai has experienced sporadic but significant floods, disrupting normalcy and posing unique challenges to its infrastructure. Among the critical nodes in this bustling metropolis is the Dubai International Airport, a vital hub connecting the world. This article delves into the intersection of Dubai flood events and the resilience demonstrated by the Dubai International Airport in the face of such challenges.

Rising Above_ Dubai Floods and the Fortitude of Dubai International Airport.pdf

Orbitshub

The Good, the Bad and the Governed - Why is governance a dirty word? David O'Neill, Chief Operating Officer - APIContext Apidays New York 2024: The API Economy in the AI Era (April 30 & May 1, 2024) ------ Check out our conferences at https://www.apidays.global/ Do you want to sponsor or talk at one of our conferences? https://apidays.typeform.com/to/ILJeAaV8 Learn more on APIscene, the global media made by the community for the community: https://www.apiscene.io Explore the API ecosystem with the API Landscape: https://apilandscape.apiscene.io/

Apidays New York 2024 - The Good, the Bad and the Governed by David O'Neill, ...

apidays

FWD Group - Insurer Innovation Award 2024

The Digital Insurer

Accelerating FinTech Innovation: Unleashing API Economy and GenAI Vasa Krishnan, Chief Technology Officer - FinResults Apidays New York 2024: The API Economy in the AI Era (April 30 & May 1, 2024) ------ Check out our conferences at https://www.apidays.global/ Do you want to sponsor or talk at one of our conferences? https://apidays.typeform.com/to/ILJeAaV8 Learn more on APIscene, the global media made by the community for the community: https://www.apiscene.io Explore the API ecosystem with the API Landscape: https://apilandscape.apiscene.io/

Apidays New York 2024 - Accelerating FinTech Innovation by Vasa Krishnan, Fin...

apidays

Sidekick Solutions uses Bonterra Impact Management (fka Social Solutions Apricot) and automation solutions to integrate data for business workflows. We believe integration and automation are essential to user experience and the promise of efficient work through technology. Automation is the critical ingredient to realizing that full vision. We develop integration products and services for Bonterra Case Management software to support the deployment of automations for a variety of use cases. This video focuses on the deployment of external web forms using Jotform for Bonterra Impact Management. This solution can be customized to your organization’s needs and deployed to support the common use cases below: - Intake and consent - Assessments - Surveys - Applications - Program registration Interested in deploying web form automations for Bonterra Impact Management? Contact us at sales@sidekicksolutionsllc.com to discuss next steps.

Web Form Automation for Bonterra Impact Management (fka Social Solutions Apri...

Jeffrey Haguewood

Artificial Intelligence Chap.5 : Uncertainty

Khushali Kathiriya

Passkeys: Developing APIs to enable passwordless authentication Cody Salas, Sr Developer Advocate | Solutions Architect - Yubico Apidays New York 2024: The API Economy in the AI Era (April 30 & May 1, 2024) ------ Check out our conferences at https://www.apidays.global/ Do you want to sponsor or talk at one of our conferences? https://apidays.typeform.com/to/ILJeAaV8 Learn more on APIscene, the global media made by the community for the community: https://www.apiscene.io Explore the API ecosystem with the API Landscape: https://apilandscape.apiscene.io/

Apidays New York 2024 - Passkeys: Developing APIs to enable passwordless auth...

apidays

How to Troubleshoot Apps for the Modern Connected Worker

ThousandEyes

[BuildWithAI] Introduction to Gemini.pdf

Sandro Moreira

Effective data discovery is crucial for maintaining compliance and mitigating risks in today's rapidly evolving privacy landscape. However, traditional manual approaches often struggle to keep pace with the growing volume and complexity of data. Join us for an insightful webinar where industry leaders from TrustArc and Privya will share their expertise on leveraging AI-powered solutions to revolutionize data discovery. You'll learn how to: - Effortlessly maintain a comprehensive, up-to-date data inventory - Harness code scanning insights to gain complete visibility into data flows leveraging the advantages of code scanning over DB scanning - Simplify compliance by leveraging Privya's integration with TrustArc - Implement proven strategies to mitigate third-party risks Our panel of experts will discuss real-world case studies and share practical strategies for overcoming common data discovery challenges. They'll also explore the latest trends and innovations in AI-driven data management, and how these technologies can help organizations stay ahead of the curve in an ever-changing privacy landscape.

TrustArc Webinar - Unlock the Power of AI-Driven Data Discovery

TrustArc

Understanding the FAA Part 107 License ..

Christopher Logan Kennedy

Vector Search -An Introduction in Oracle Database 23ai.pptx

Remote DBA Services

"I see eyes in my soup": How Delivery Hero implemented the safety system for ...

Zilliz

Keynote 2: APIs in 2030: The Risk of Technological Sleepwalk Paolo Malinverno, Growth Advisor - The Business of Technology Apidays New York 2024: The API Economy in the AI Era (April 30 & May 1, 2024) ------ Check out our conferences at https://www.apidays.global/ Do you want to sponsor or talk at one of our conferences? https://apidays.typeform.com/to/ILJeAaV8 Learn more on APIscene, the global media made by the community for the community: https://www.apiscene.io Explore the API ecosystem with the API Landscape: https://apilandscape.apiscene.io/

Apidays New York 2024 - APIs in 2030: The Risk of Technological Sleepwalk by ...

apidays

ICT role in 21st century education and its challenges

rafiqahmad00786416

Recently uploaded (20)

Modular Monolith - a Practical Alternative to Microservices @ Devoxx UK 2024

Why Teams call analytics are critical to your entire business

Cloud Frontiers: A Deep Dive into Serverless Spatial Data and FME

MINDCTI Revenue Release Quarter One 2024

EMPOWERMENT TECHNOLOGY GRADE 11 QUARTER 2 REVIEWER

Rising Above_ Dubai Floods and the Fortitude of Dubai International Airport.pdf

Apidays New York 2024 - The Good, the Bad and the Governed by David O'Neill, ...

FWD Group - Insurer Innovation Award 2024

Apidays New York 2024 - Accelerating FinTech Innovation by Vasa Krishnan, Fin...

Web Form Automation for Bonterra Impact Management (fka Social Solutions Apri...

Artificial Intelligence Chap.5 : Uncertainty

Apidays New York 2024 - Passkeys: Developing APIs to enable passwordless auth...

How to Troubleshoot Apps for the Modern Connected Worker

[BuildWithAI] Introduction to Gemini.pdf

TrustArc Webinar - Unlock the Power of AI-Driven Data Discovery

Understanding the FAA Part 107 License ..

Vector Search -An Introduction in Oracle Database 23ai.pptx

"I see eyes in my soup": How Delivery Hero implemented the safety system for ...

Apidays New York 2024 - APIs in 2030: The Risk of Technological Sleepwalk by ...

ICT role in 21st century education and its challenges

SPSSV - Docs without Folders: Organizing with SharePoint Content Types and Metadata

1. Docs without Folders Organizing Documents with Content Types & Metadata Kenneth Lo, PMP June 22nd, 2013 1

2. @kattelo | kattelo.com Announcements • Kattelo SharePoint Office Hours (#SPOfficeHrs), July 9th, 2013 http://klo.pm/1aBPHaz 2

3. @kattelo Kenneth Lo, PMP • 15+ Years in Consulting • International Speaker • Bay Area Start-Ups • Fortune 500 & Federal Agencies • @klopmp 3

4. @kattelo Kattelo Consulting • San Francisco Company • Cloud | SharePoint | Mobility • http://kattelo.com • @kattelo 4

5. @kattelo | kattelo.com Audience • IT Pros Track - 200 • Technical Managers • Information Architects • Power Users 5

6. @kattelo | kattelo.com Agenda • Taxonomy • Metadata • Views • Live Demo • Best Practices 6

7. Taxonomy 7

8. @kattelo | kattelo.com Taxonomy 8

9. @kattelo | kattelo.com Issues • Multiple Categories • Duplicate Files • Complex File Naming • Un-Usability 9

10. @kattelo | kattelo.com Old Habit - Folders 10

11. @kattelo | kattelo.com “Metadata” by Names Nice descriptive ﬁle name! 11

12. @kattelo | kattelo.com Brave New World 12

13. @kattelo | kattelo.com Look Ma, No Folders! 13

14. @kattelo | kattelo.com Group By Metadata 14

15. @kattelo | kattelo.com Group By Metadata 15

16. @kattelo | kattelo.com Justify Tagging • Document Properties • Metadata Inside Office Docs • Always in Sync 16

17. @kattelo | kattelo.com Document Property 17

18. Metadata 18

19. @kattelo | kattelo.com Inheritance 19

20. @kattelo | kattelo.com Step-By-Step 20

21. @kattelo | kattelo.com Site Columns • Building Blocks • Data Types • Validations Use custom groups for easier organization and retrieval 21

22. @kattelo | kattelo.com Site Columns 22

23. @kattelo | kattelo.com Design Tips • Minimize Typing • Prevent Invalid Data • Avoid Naming Columns with Reserved Keywords 23

24. @kattelo | kattelo.com Column Types 24

25. @kattelo | kattelo.com Validation 25

26. @kattelo | kattelo.com Managed Metadata • No Boundaries • Farms • Web Applications • Site Collections • Auto-Complete 26

27. Views 27

28. @kattelo | kattelo.com Views • Virtual Folders • Sort, Filter, Group • Modify within Clicks 28

29. @kattelo | kattelo.com Views 29

30. @kattelo | kattelo.com Views 30

31. @kattelo | kattelo.com In a Hurry? Bulk Edit! 31

32. Live Demo 32

33. Best Practices 33

34. @kattelo | kattelo.com Best Practices • Plan with TechNet Worksheets • Agree Enterprise-Wide • Mandate Metadata Selectively 34

35. @kattelo | kattelo.com Best Practices • Bulk Edit in Datasheet View • Customize Views • Paginate for Faster Rendering 35

36. @kattelo Resources Kattelo Presentations http://kattelo.com/resources Why I Use SharePoint http://iusesharepoint.com Nothing But SharePoint http://nothingbutsharepoint.com 36

37. @kattelo | kattelo.com 37

38. @kattelo | kattelo.com Join%us%right%a-er%the%event%at%the%Firehouse%Grill!% Socialize%and%unwind%a-er%our%day%of%learning.% % 1765%E.%Bayshore%Road% East%Palo%Alto,%CA% 38

39. @kattelo | kattelo.com Thank You 39

SPSSV - Docs without Folders: Organizing with SharePoint Content Types and Metadata

Recommended

Recommended

More Related Content

Similar to SPSSV - Docs without Folders: Organizing with SharePoint Content Types and Metadata

Similar to SPSSV - Docs without Folders: Organizing with SharePoint Content Types and Metadata (20)

More from Kenneth Lo

More from Kenneth Lo (7)

Recently uploaded

Recently uploaded (20)

SPSSV - Docs without Folders: Organizing with SharePoint Content Types and Metadata