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How To Automatically Update
SharePoint Content Types
John Challis
Founder and CEO/CTO
john@conceptsearching.com
Twitter @conceptsearch
Agenda
• conceptTaxonomyWorkflow
• Workflow rules
• Migration
• Preservation
• Protection
• Demonstration
• Setting up workflow rules to automatically classify content
• Automated real-time classification
• Automatically apply or change a content type, based upon
organizationally defined vocabulary and descriptors
• Action and notification driven by content type
• Concept Searching’s unique statistical concept identification underpins all technologies
• Multi-word suggestion is explicitly more valuable than single term suggestion algorithms
Concept Searching has a unique approach to ensure success
• conceptClassifier will generate conceptual metadata
by extracting multi-word terms that identify ‘triple heart
bypass’ as a concept as opposed to single keywords
• Metadata can be used by any search engine index or
any application/process that uses metadata.
Concept Searching
provides Automatic
Concept Term Extraction
Triple
Baseball
Three
Heart
Organ
Center
Bypass
Highway
Avoid
Unique Approach
conceptTaxonomyWorkflow
• Easy-to-use web based console
• Creates and manages actions that follow a classification decision
• Multiple conditions can be used for a workflow rule
• Actions – workflow rules – defined by an organization to implement a
wide range of custom requirements
• Pre-configured actions are standard such as
• Send an email message to an administrator
• Move a document from one location to another
• Copy a document from one location to another
• Delete a document
• In a 2007 or 2010 SharePoint environment, change the content type
• Generate additional metadata in SharePoint 2007 and 2010
conceptClassifier and
conceptTaxonomyWorkflow
• With conceptClassifier and the conceptTaxonomyWorkflow module
organizations can automate the tagging of unstructured documents
to deliver many automated processes
• Build business specific confidential document detection taxonomies
• Align content to business goals
• Consistently apply document policies
• Leverage native SharePoint controls and functionality
• Ensure consistent tagging across the organization
• Perform automatic migration
conceptTaxonomyWorkflow
• Migrate tagged and classified content intelligently to diverse
locations
• Preserve information in accordance with records guidelines by
intelligently identifying documents and eliminating inconsistent end
user tagging
• Protect sensitive information from exposure with intelligent tagging
Migrate Tagged and Classified Content Intelligently
Automated Migration
• Migrate content from SharePoint 2007, file shares, WSS and other
repositories to SharePoint 2010, 2013 and/or other locations based on
policy metadata
conceptTaxonomyWorkflow
Demonstration
Next How To Webinar
How To Get the Most Out of Search
Date: Wednesday, June 26th
Time: 11:30 - 11:45 AM EDT
This webinar will explain how to get the most out of conceptSearch, with its
innovative technology delivering both high precision and high recall, by weighting
compound terms, or multi-word phrases. This is particularly important for
organizations that need sophisticated search and retrieval solutions.
• Compound term extraction
• Relevance rankings
• Automatically generated related topics
• Faceted navigation
• Drilling down through a combination of free text search and multiple
taxonomy browse
Speaker: John Challis, Founder and CEO/CTO at Concept Searching
To Register: https://www3.gotomeeting.com/register/170792070

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How To Automatically Update SharePoint Content Types

  • 1. How To Automatically Update SharePoint Content Types John Challis Founder and CEO/CTO john@conceptsearching.com Twitter @conceptsearch
  • 2. Agenda • conceptTaxonomyWorkflow • Workflow rules • Migration • Preservation • Protection • Demonstration • Setting up workflow rules to automatically classify content • Automated real-time classification • Automatically apply or change a content type, based upon organizationally defined vocabulary and descriptors • Action and notification driven by content type
  • 3. • Concept Searching’s unique statistical concept identification underpins all technologies • Multi-word suggestion is explicitly more valuable than single term suggestion algorithms Concept Searching has a unique approach to ensure success • conceptClassifier will generate conceptual metadata by extracting multi-word terms that identify ‘triple heart bypass’ as a concept as opposed to single keywords • Metadata can be used by any search engine index or any application/process that uses metadata. Concept Searching provides Automatic Concept Term Extraction Triple Baseball Three Heart Organ Center Bypass Highway Avoid Unique Approach
  • 4. conceptTaxonomyWorkflow • Easy-to-use web based console • Creates and manages actions that follow a classification decision • Multiple conditions can be used for a workflow rule • Actions – workflow rules – defined by an organization to implement a wide range of custom requirements • Pre-configured actions are standard such as • Send an email message to an administrator • Move a document from one location to another • Copy a document from one location to another • Delete a document • In a 2007 or 2010 SharePoint environment, change the content type • Generate additional metadata in SharePoint 2007 and 2010
  • 5. conceptClassifier and conceptTaxonomyWorkflow • With conceptClassifier and the conceptTaxonomyWorkflow module organizations can automate the tagging of unstructured documents to deliver many automated processes • Build business specific confidential document detection taxonomies • Align content to business goals • Consistently apply document policies • Leverage native SharePoint controls and functionality • Ensure consistent tagging across the organization • Perform automatic migration
  • 6. conceptTaxonomyWorkflow • Migrate tagged and classified content intelligently to diverse locations • Preserve information in accordance with records guidelines by intelligently identifying documents and eliminating inconsistent end user tagging • Protect sensitive information from exposure with intelligent tagging
  • 7. Migrate Tagged and Classified Content Intelligently
  • 8. Automated Migration • Migrate content from SharePoint 2007, file shares, WSS and other repositories to SharePoint 2010, 2013 and/or other locations based on policy metadata conceptTaxonomyWorkflow
  • 10. Next How To Webinar How To Get the Most Out of Search Date: Wednesday, June 26th Time: 11:30 - 11:45 AM EDT This webinar will explain how to get the most out of conceptSearch, with its innovative technology delivering both high precision and high recall, by weighting compound terms, or multi-word phrases. This is particularly important for organizations that need sophisticated search and retrieval solutions. • Compound term extraction • Relevance rankings • Automatically generated related topics • Faceted navigation • Drilling down through a combination of free text search and multiple taxonomy browse Speaker: John Challis, Founder and CEO/CTO at Concept Searching To Register: https://www3.gotomeeting.com/register/170792070