2. Thank You to the Sponsors of SharePoint Saturday
Bend!
3. Agenda
1. Introduction
2. Defining Content Types
3. Example of a Custom Content Type in action
4. Second Example, time permitting
5. Q&A
4. Presenter’s Credentials and Contact
Details
• Worked with SharePoint since STS (1.0)
• Built or rescued dozens of SharePoint 2010 implementations
• Principal SharePoint Consultant at Xerox
• Specialist for Healthcare vertical market
• MCTS – SharePoint, many other certifications
• Email: greg.zook@xerox.com
• Blog: http://moss-exchange.blogspot.com
• Twitter: @gregzook
• LinkedIn: http://www.linkedin.com/in/gregzook
• Office 365 and SharePoint Online
• Migrated over 855,000 seats – 900 TB
• Delivered SharePoint solutions worldwide: 64 cities and 25 countries
• Second SharePoint Saturday presentation (2009 in Boston)
• Live in Gresham, OR
7. • What is a content type?
• A content type is a type of item in SharePoint that
contains predefined characteristics.
• Content Types can be available for an entire site
collection or just a subsite or, if published, to an entire
farm in 2010.
• What types of things can be predefined?
• Metadata (columns/tags) – Managed Properties
• Retention
• Routing
• Workflow
• Auditing, barcodes, labels
8. Other Content Type facts
• Hierarchical inheritance
• Resist temptation to modify parent types
• Folders have no Metadata in SharePoint, but a content
type inheriting from Folder Parent can have whatever you
want provided it is static. Use Document Sets in 2010
instead.
• Can create custom content types quite easily in Visual
Studio
• External Content Types (ECT) are used with Business
Connectivity Services (BCS)
9. Real World Example Time-Off request
• Requirements:
• Used by entire organization
• Must have a manager approval – any manager or director
• Managers can approve own time off is acceptable
• Can be approved after the fact
• Must be retained for one year
• Maintain small list size for performance
• Managed Property for findability of requests
• Replace paper processing and storage
• Nice to haves
• Link to Outlook
• Approve on mobile devices
10. Step one --- Creating the Content Type
In site settings, select Site Content Types
13. Calendar Items are Event Content Types
• Name the Content Type
• Fill in Description
• Find the Content Type
Parent group and type
• Decide where to save the
Custom Content Type
14. Attach a workflow(s) to the Content Type
Note: Nintex 2010 supports Content
Type workflows
16. Adding Retention
Retention in SharePoint
2010 can be configured by
Content Type or list/library.
17. Retention of One Year
Note: Healthcare experience has
taught me to add time to stated
retention categories except when
dictated by official mandate.
In this example, a one year
retention was given to keep
SharePoint lean.
21. Real World Example #2 Public Health
Outbreaks
• Requirements:
• HIPPA compliance issues – ePHI
• Reduce reliance on Access databases
• Link to Access or Excel but maintain HIPPA compliance
• Route to Director
• Route to Field Nurse (if applicable)
• Route to Investigator (if applicable)
• Lead, STD, Foodbourne, West Nile
• Nice to haves
• Reporting
• Link to other tables (partners, landlords, food source, mosquito)