1. Microsoft Dynamics

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

3. 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

4. 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.

5. 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.

6. 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.

7. 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.

8. 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.

9. 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

10. 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.

11. 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.

12. 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.

13. 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.

14. 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