Chris McNulty's presentation on MMS at SPTechCon San Francisco 2014.

1. SPTechCon 2014
Chris McNulty

2. 14 years in
SharePoint, 20+ in IT
MVP MCP MCSE
MCTS VTSP MSA
Meet Chris McNulty @cmcnulty2000
3 children (Devin,
Nate, Rachel) and
my wife Hayley

3. The HiSoftware Sheriff Suite
The HiSoftware Sheriff Suite

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10.  Out of scope
 ECM Deep Dive
 C# Coding
 Rules
 Demos are cloud based
 Move fast, PowerPoint is shared
 Questions – time permitting during session
 Any time after session – email etc. - @cmcnulty2000
Presentation governance

11. Today’s deck
http://1drv.ms/1lFLScT

13. Microsoft SharePoint Server 2013 … the infinite frontier
Eastern Long Island, August 2012

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16. Farm
Web application
Site
Collection
Content database
/sales
/hr
/legal
/it
Sites Libraries Content Types – Metadata
Presentation – Date | Client | Product
Client Correspondence – Date | Client
Policy – Date | Topic | Owner
Forms – Subject | Effective Date
Contract – Counterparty | Effective Date
Policy – Date | Topic | Owner
Presentation – Date | Client | Product
Policy – Date | Topic | Owner

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Farm
Web application
Site
Collection
Products
Library
Content database

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Farm
Web application
Site
Collection
Products
Library
Content database

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Farm
Web application
Site
Collection
Products
Marketin
g
Library
Content database
Library

22. Web application
Farm
Web application
Site
Collection
Site
Collection
Site Site Site
Site Site
List Library
Monique
Demitri
Content databaseContent database

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25. Big Data???
Big Noise???
Source: flickr.com

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http://globalweb http://itportal
Visio
Search
Excel Calc
Metadata
User Profiles

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33. Now in 2013!

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 http://www.datafacet.com/signup.aspx?feat=GBT_SP2010
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 http://www.wictorwilen.se/Post/Create-SharePoint-2010-Managed-Metadata-
with-Excel-2010.aspx

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Content Type Hub
Managed Metadata Service Application
Other Site Collection
Subscribed Content TypesLocal Content Types
Primary Site Collection

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52. Advanced ECM and
Taxonomy

53. Build new 2013 farm
Install required solutions, settings and service apps
Backup/restore SQL content DB
SharePoint database attach PowerShell (2010 mode)
Test and perform site collection upgrades (2013 mode)

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59. Initial
Collaboration
• Multiuser editing
• Work in OneDrive for Business
• Work in OWA
Drop-off
Library
• Send from Document Center and leave behind a link
• Look for PowerPoint Files
• Require a Department
Routing
• If Marketing Send to Home Page Library
• If Not Send to Presentation Archive
Retention
• Marketing Forever
• Others Three Months

61. Function Feature Scope Where to configure it
Content Organizer Site Site Settings | Content Organizer
Rules
Hold and eDiscovery Site Site Settings | Hold and eDiscovery
Section
In place Records Management Site Collection Context Menu | Compliance Details
Send to Records Center Define in Central Admin Central Admin: General Settings |
Send To Connections
ILM Variable Content Type definition; or override
at library/folder level in library
settings – Information Management
Policy Settings

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63. Name Type Status
Name File Required
Contributor Multiple lines of text Optional
Coverage Single line of text Optional
Creator Single line of text Optional
Date Created Date and Time Optional
Date Modified Date and Time Optional
Description Multiple lines of text Optional
Format Single line of text Optional
Resource Identifier Single line of text Optional
Language Choice Optional
Publisher Single line of text Optional
Relation Multiple lines of text Optional
Rights Management Multiple lines of text Optional
Source Multiple lines of text Optional
Keywords Multiple lines of text Optional
Subject Single line of text Optional
Title Single line of text Optional
Resource Type Single line of text Optional

64. Best Practices

65. What to do next???
Closing concepts

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Dark Secrets of MMS

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73. www.dublincore.org
www.chrismcnulty.net/blog
http://www.datafacet.com/signup.aspx?feat=GBT_SP2010
http://www.wictorwilen.se/Post/Create-SharePoint-2010-Managed-Metadata-with-Excel-2010.aspx

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 c.mcnulty@hisoftware.com
 http://www.chrismcnulty.net/blog
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75. 
 Wednesday 2:00pm Managed Metadata and Taxonomy
Yosemite A
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76. http://1drv.ms/QhG6zY
http://1drv.ms/1lFLScT

77. Q&A