Microsoft Dynamics

Essentials 3 – Content Types and Metadata Microsoft Dynamics Essentials 3 – Content Types and Metadata Jason Morrill Program Manager Windows SharePoint Services

Office System Developer Conference 2006 9/12/2018 5:08 PM Office System Developer Conference 2006 Agenda What’s a content type Content type creation & management Office client integration Extensibility hooks Building a solution on content types Agenda Overview User Interaction Extensibility Points © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary. 3

9/12/2018 5:08 PM Problems we tackled Many document types identified in my organization but no way to enforce standards Typical Types Expense Report Contract Announcement Customer Record HR Policy Need to store different types of documents in one location Actions available to users depend on the type of content Problems we tackled Folks said many types – no standard management Central store for documents Type dependent actions ©2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

What’s in a content type 9/12/2018 5:08 PM Office System Developer Conference 2006 What’s in a content type Schema Definition (Collection of fields) Some fields shared between types, some unique Document template Workflows Policy settings 3rd party behaviors Custom Forms Custom Events Content Types created on a site Can be re-used in multiple lists Visible in all child sites Multiple types on a single list What’s in a content type Out of Box Metadata and Template Actions: Policies and Workflows Extensible Forms Events UI Now we’ve got one… where does it go? Created on site Used on List Talk to site columns © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Microsoft Wide Customer Research Microsoft Expense Report 9/12/2018 5:08 PM Hierarchy Allows individual customization of an organization's types “My Company” definition of a type vs. “My Team” definition Base Document Hierarchy But, we really want a hierarchy… MS customer research \ Office customer research Parent\Child Story about talking to companies and coming to consensus Microsoft Wide Customer Research Microsoft Review Form Microsoft Expense Report Office Team Customer Research ©2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Management And Re-Use Types of changes to a Site Content Type 9/12/2018 5:08 PM Management And Re-Use Types of changes to a Site Content Type Add/remove fields Update document template Change policy Push down changes Changes are optionally applied to existing lists or other types which inherit from it Granular – Individual changes can be pushed down Why optionally push down changes? Allow consumers of the type to make their own customizations Admin can “Seal” a content type to prevent consumers from making changes Management and Re-Use But, how do we manage that? Change central type Optionally push down granular changes More control = seal Balance: local customization\global control Easy to manage central objects Easy to customize central objects without breaking central control Knobs to dial up control Readonly\Sealed ©2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Content Type Creation/Management 9/12/2018 5:08 PM Office System Developer Conference 2006 Content Type Creation/Management DEMO – Make a CT and update it Supplies PPT doc template Doclib Create a site content type: SharePoint Conf Presentation Add existing site columns: Author, % Complete Add new custom column: Technical Detail (Low, Medium, High) Upload a pptx template Add to doclib Go to list content type Add from existing list column: Day Return to site content type Add new custom column: Rating (Number) Push down changes Click New Notice all the columns are there! © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Office System Developer Conference 2006 9/12/2018 5:08 PM Office System Developer Conference 2006 Metadata In Office New property UI: Document Information Panel Metadata part of document creation Visible/editable offline Customized using InfoPath Business logic, connect to external data, etc. Properties easily bound into document content Metadata in Office At the right time! In user’s workflow! Properties part of doc creation\offline InfoPath form, with all IP feature richness Add business logic, role scoping, etc © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary. 9

Office Client Integration 9/12/2018 5:08 PM Office System Developer Conference 2006 Office Client Integration DEMO – Making a custom property panel Supplies Contract Demo Content Type With document template Doclib With contract demo CT With column in view that’s in CT Go to contracts lib Create new contract Show property panel Go to customize property panel Talk about design task pane Add conditional formatting Edit doc template Insert Contract Type into doc template body Create new contract, save Show promo\demo from the document body Go to lib and show promo demo © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Content Types Extensible Behaviors 9/12/2018 5:08 PM Content Types Extensible Behaviors Full OM Support Define in code or in front end XML files Deployed with “features” framework Customizable new/edit/display forms Auto-generated based on schema Define a different ASCX form template Define completely different ASPX forms Workflows by type Custom Settings UI Generic XML storage Used to store solution data Events anchored by type Content Types Extensible Behaviors OM XML\Features Xml Documents In Addition… Forms Workflows Events Plug in Settings UI Build your feature! Archive on Delete ©2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Content Types Extensible Behaviors 9/12/2018 5:08 PM Content Types Extensible Behaviors Package features and behaviors with content types instead of lists How we use it “Web Page” type with scheduling and a complex approval process “XML Document” type with ties to rich XML data extraction “Discussion Thread” with custom forms and user experience Type can be used anywhere in the site No dedicated place where content must live to benefit from a new feature Content Types Extensible Behaviors Web Page type – scheduling\approval workflow and events XML Document – uses content type ID to determine parser behaviors Discussion – custom forms and user XP ©2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Custom Content Type: Expense Report 9/12/2018 5:08 PM Office System Developer Conference 2006 Custom Content Type: Expense Report DEMO – Custom Events in an Expense Report Supplies Feature with Content Type Field Definition Event Handler Form Show Event Code – checks CT data Show feature XML – associate with type Install feature! Add CT to list Add item at $125 It’s too high! Change and watch it work Create a normal item and enter $125 It works just fine! © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Content Types Summary Centralized management of business types Microsoft Dynamics Content Types Summary Centralized management of business types Multiple types stored in a single location Reusable definitions Hierarchical management structure Deep integration into the Office clients Metadata part of document creation process Power of InfoPath for metadata collection Full set of extensibility hooks Workflows, forms, events, custom actions Consider building on Content Types instead of lists Summary Content Types = business types Full metadata and behaviors To meet business scenarios Deep client integration Fully extensible If you are looking to build a type or document or list item, you probably want to make a content type