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Joe Crabtree

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Publishing with the Content Type Hub

by on October 24th, 2011

In my last post, we talked about the benefits of the Managed Metadata Service. We discussed the benefits of a centralized location for term sets, term groups, and terms. Since we have a centralized location for these items, wouldn’t it be great if we also had a centralized location for Site Columns and Content Types? And of course we do, it’s called the Content Type Hub.

The Content Type Hub is a feature of the Managed Metadata Service and when enabled allows you to create a new Site Collection to specify as the publishing hub. The rest of your enterprise application can then subscribe to the hub to consume Site Columns and Content Types. This is an extremely beneficial and time saving new feature in SharePoint 2010. Administrators can now manage Content Types from one location and all modifications to Content Types and Site Columns are pushed down to every subscriber Site Collection. It is a really easy feature to setup and configure and has no negative side effects or performance considerations.

At Perficient, our clients are finding extreme value with this new feature. We recently completed a new SharePoint 2010 implementation for a client that had 13 Site Collections and 8 custom Content Types. By implementing the Content Type Hub, our client will be able to manage and maintain those Content Types more efficiently. Can you imagine the time (not to mention the monotony) it would take to modify or add 2 columns to one of those Content Types in 13 different places?

While just a small new feature of SharePoint 2010, this is certainly an important one. Every organization should take advantage of this awesome new feature and the ability to reduce the time Administrators spend in SharePoint.

For more technical details, Plan for Content Type Hub

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Managed Metadata – What is it? & Why is it important?

by on September 13th, 2011

We all know that metadata is data about data. If we have a newsletter, then the author, media type, and publishing date are all metadata that relates to the newsletter. When working with metadata in SharePoint, we utilize Site Columns and Content Types to manage metadata in document libraries, lists, and other types of content. We would create a Site Column for author, media type, and publishing date. We would then wrap those up into a Content Type called newsletter. The newsletter Content Type could then be applied to document libraries that store newsletters and users would then be able to enter an author, media type, and publishing date when adding a newsletter to the system. Everyone knows why metadata is important: it enables better organization and search ability of your content.

In SharePoint 2007, Site Columns and Content Types were scoped to the Site Collection. Because most implementations have many Site Collections that make up your enterprise site (think – Intranet + Internet + Extranet = enterprise), that means Site Columns and Content Types are not shared across the 3 Site Collections. In SharePoint 2007, this became a huge hurdle requiring a lot of management and synchronization or a 3rd party tool (read $$$$).

With the release of SharePoint 2010, the single most exciting new addition for me was the Managed Metadata Service Application. I was really excited about the power of this relatively small addition to the framework. The Managed Metadata Service makes it possible to now share Content Types across not only Site Collections, but also Web Applications. This is a huge improvement over SharePoint 2007 functionality. Also by utilizing the Managed Metadata Service, you get to use Managed Metadata.

Managed Metadata is a new concept in SharePoint 2010 that utilizes what is called the Term Store. The Term Store is a central repository that stores your information taxonomy in a hierarchical view. The Term Store allows administrators to add/update/delete Term Sets, Term Groups, and Terms. A Term is a word or a phrase that can be associated with an item in SharePoint Server 2010. A Term Set is a collection of related Terms. You can specify that a SharePoint Server 2010 column must contain a Term from a specific Term Set. Managed Metadata is a way of referring to the fact that Terms and Term Sets can be created and managed independently from columns.

Managed Metadata is also a huge new addition. This means that we can store and manage our enterprise taxonomy in a centralized location that can be consumed across our enterprise implementation. We no longer have to worry about spelling mistakes or users using short-hand notation for a common term. If we have a list of options for a specific column, we can now control those options and more importantly push down changes globally, which really saves a ton of administration time.

Finally, the real power of the Managed Metadata concept is how it’s applied throughout other functions in SharePoint, namely: tagging and a new feature called Metadata Navigation. When you tag content in SharePoint it allows that content to be easily found, shared, and presented to users in different ways. Utilizing the centralized management of the Term Store, this is now requires much less effort and brings loads of value in standardization of terms. Metadata Navigation is allows lists and document libraries to be filtered by Managed Metadata Terms. This feature has rendered the old norm of folder structures almost obsolete. Think of why you would normally create a sub folder within a folder – most of us use that feature to categorize content so that we can find it easier later. In the past putting 10,000 documents in 1 folder was unmanageable because you would spend all day scrolling to find the 1 document you were looking for. Metadata Navigation allows you to now filter those 10,000 documents by its metadata to narrow your view in the document library to a more reasonable number. By eliminating folders in document libraries, you eliminate user’s clicks as they no longer have to navigate up and down through the folders to find the document they need.

These features just scratch the surface of what the Managed Metadata Service can do, so stay tuned for future posts on the topic. Enjoy!

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SharePoint 2007 to 2010 Upgrade Recommendations

by on August 26th, 2011

Upgrading SharePoint 2007, MOSS or WSS, can be quite a daunting task. With the extreme flexibility for customizations in SharePoint, there are many different areas that need to be analyzed and prepared for, prior to any successful upgrade project. There are 2 basic upgrade approaches – in place and database attach. It has been our experience at Perficient that most clients will require a database attach process, so for our conversation we’ll focus on that method. Also, this is not a step by step process post, there are plenty of those out there; these are recommendations, tips, and tricks gathered by experience. Ok, so let’s dive in and look at some key areas.

Site Architecture

SharePoint farm architectures can vary from small to enterprise, from 1 tier to 3 tiers, and from one server to hundreds of servers. Prior to most upgrade projects, the organization has already determined their new farm architecture or has some idea of the changes they would like to make. At Perficient, we have found that many clients got started with a small farm in SharePoint 2007 and they have successfully grown their implementations, which now require a medium or large farm.

The first step in a successful upgrade project is to analyze the existing farm: identify all servers, server roles, services installed, and current versions. Next, ensure that the future architecture is fully planned and begin implementing the environment. We won’t dive into a design consideration discussion in this post, but planning for SharePoint and the new Service Application architecture is very important: Search, My Sites, User Profiles, and Managed Metadata are all important considerations. architecture is also very important to your hardware team as they need to know how many servers will be in the farm and how many resources those servers will require.

Site Inventory

Next, you need to collect and document the full contents of your SharePoint implementation. ‘Contents’ refers to many different items: content databases, farm configuration settings, farm solutions, custom branding, My Sites, Shared Service Providers, Business Data Catalog settings, and any other custom components deployed in your farm. It is important to take detailed notes of version numbers and identify any potentially large Lists or Views in your sites. Finally, find and aggregate all files, images, source code, backups, and documentation – you’ll need it later.

Pre-Upgrade Checker

The pre-upgrade checker is an Stsadm operation that you run in a Microsoft Office SharePoint Server 2007 environment to find any potential issues for upgrade and to review recommendations and best practices. The operation is available with Office SharePoint Server 2007 Service Pack 2 and has been updated in the October 2009 Cumulative Update for Windows SharePoint Services 3.0 and Office SharePoint Server 2007. After running this tool, you will get a report detailing known issues that will occur during the upgrade and a ton of really good information about your farm setup, settings, and customizations. The most important area to focus your attention is the potential blocking errors. These are the errors that should be cleaned up prior to upgrading.

Site Cleanup

The most important area to focus your attention is the potential blocking errors. These will not necessarily block the upgrade from completing, rather most of these errors relate to references to items no longer in the farm. A common occurrence is where a farm solution has been removed; say a 3rd party software that you were no longer happy with and you uninstalled it. You may have unintentionally left a web part on a page that references this uninstalled software, it’s easy to do. People often create pages that get buried or pages to use for testing and forget that they are out there. For purposes of the upgrade, simply remove the reference to the web part and the error will be removed from the pre-upgrade checker report. You may run the pre-upgrade checker as many times as you like and I encourage you to do so to mark your incremental cleanup progress.

Test Upgrade

Another very important step is to run test upgrades. Setup an environment for testing and bring over a few of your content databases that are representative of your organization. Then run them through the full upgrade process. You will get a very detailed report back detailing all errors and warnings. If you were to run the upgrade process prior to doing any cleanup, you’ll notice that this report matches almost identically to the pre-upgrade checker report. However, on occasion, this report will have errors that were not found in with the pre-upgrade checker.

After you’ve identified all errors, wash, rinse, and repeat as they say. Keep doing the same process as many times as it takes you to feel comfortable that the upgrade will complete with the least number of errors. Notice I did not say error free. I have never been a part of an upgrade project that completed error free. Just because there are errors and warnings does not mean they are fatal or even noticed.

Massage the Upgraded Site

Finally, once you’ve built your new farm, installed all the farm solutions, custom components, and you’ve performed your upgrade to SharePoint 2010, massaging the upgraded site will absolutely be necessary. As noted above, rarely does an upgrade project complete without any errors or warnings. You will often times need to go through the new site and delete web parts or pages that are creating errors. Sometimes Content by Query web parts will have display errors or the styling will be funny, simply delete the old web part (make sure to take note of the settings) and add a new one configured with the same settings. Most of the time these sorts of small massaging tricks will resolve your issue. When you run into something more obscure or complex, well, that’s when the fun begins!

Hopefully this post has given you some insight into the planning and execution of upgrading SharePoint 2007 to 2010. Good luck!