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Introduction to Content Types

   BUILDING AN EVENT MANAGEMENT SYSTEM
The Challenge

 RG manages all sorts of events at the SOFMC arena
     Hockey Games
     Concerts
     Marty the Marmot Appearances
 RG wishes to view all events in a single calendar but also to view the
  data sliced and diced to suit
 Need access to it for all staff
The Answer

 A calendar view in SharePoint
 Individual, customized Event Content Types
Planning

 Calendar List or Custom List?
 Gather requirements for each ‘event’
 Implement
 Test
What are Content Types?


                                       SITE Columns
                                   •   PO Number
                                   •   Vendor
                                   •   PO Approval Status
                                   •   Etc.




   Template
                        Purchase
                         Order


                                              IRM
                                        Information Rights
    Workflows                              Management

• PO Approval Routing              • PO’s Cannot be Printed
• Etc.                             • PO’s Do Allow Cut/Paste
                                   • Etc.
What are Content Types?

                           item




 Document     Contact   Appointment   Task   RG Event



                                                 Marty
RG Document
                                               Appearance



      RG PO                                   Hockey Game




      RG PR




     RG Fax
Where should I put them?

 Placement is important (‘top down’ only)
 Great for reusable content

                                                          portal.rgnetwork.ca




                                    Corporate                      Arena           Knowledge Base




                            HR                  Finance                Events




                         Public documents
                                                                     Marty’s Den



                         Private documents
Inventory

 We Need…
    Custom List
    Content Types (2 to start)
    Site Columns (reuse some, create others)
Tweaking the Presentation

 Custom Views
 Calendar Overlays
 Rock it with Dashboards
Let’s do it!
What Might We have done differently?

 Content Type Hub
 Managed Metadata Service
…SharePoint 2010 Server only though

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Introduction to Content Types Building An Event Management System

  • 1. Introduction to Content Types BUILDING AN EVENT MANAGEMENT SYSTEM
  • 2. The Challenge  RG manages all sorts of events at the SOFMC arena  Hockey Games  Concerts  Marty the Marmot Appearances  RG wishes to view all events in a single calendar but also to view the data sliced and diced to suit  Need access to it for all staff
  • 3. The Answer  A calendar view in SharePoint  Individual, customized Event Content Types
  • 4. Planning  Calendar List or Custom List?  Gather requirements for each ‘event’  Implement  Test
  • 5. What are Content Types? SITE Columns • PO Number • Vendor • PO Approval Status • Etc. Template Purchase Order IRM Information Rights Workflows Management • PO Approval Routing • PO’s Cannot be Printed • Etc. • PO’s Do Allow Cut/Paste • Etc.
  • 6. What are Content Types? item Document Contact Appointment Task RG Event Marty RG Document Appearance RG PO Hockey Game RG PR RG Fax
  • 7. Where should I put them?  Placement is important (‘top down’ only)  Great for reusable content portal.rgnetwork.ca Corporate Arena Knowledge Base HR Finance Events Public documents Marty’s Den Private documents
  • 8. Inventory  We Need…  Custom List  Content Types (2 to start)  Site Columns (reuse some, create others)
  • 9. Tweaking the Presentation  Custom Views  Calendar Overlays  Rock it with Dashboards
  • 11. What Might We have done differently?  Content Type Hub  Managed Metadata Service …SharePoint 2010 Server only though