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Content Types: Part 2 - Creation and Association of Workflows and Document Templates (Republish)

*Had to Republish this as I had some issues this week and accidently deleted it* So last time we went over the basics of what a Content Type is. In the most basic context, a Content Type is a grouping of Meta Data. This time around we are going to look at the basics of creating a Content Type, associating a document template with it as well as associating a workflow with it. We will then also look at enabling content types within your libraries. Creating a content type is actually pretty simple. In this article we are focusing on operations that can be done from within the browser. Later articles will cover the creation of content types within Visual Studio. The simplest way to create a content type is to do via the site settings page. For this you need to be the site admin. Depending on weather you have WSSv3 (Windows SharePoint Services Version 3) or MOSS (Microsoft Office SharePoint Server) installed your menus will be slightly different. To start, from your site click the site actions menu. From site actions you will have either an option that says Site Settings(On a Site Collection or Top Level Site) or an option that says modify all site settings (On a subsite). Choose Modify All Site Settings. If your menu says simply Site Settings, hover over that and choose Modify All Site Settings from the fly out menu. Figure 1. Site Actions Menu Once you choose site settings you have many options on the Site Settings page. You want to look under the “Galleries” section and find “Site...

EndUserSharePoint.com: Can I save searches as links?

The question of the day comes from Chris: Do you know of a way users can save searches as links? Chris - The basic search is a ‘get’ in the URL, so setup the search, click the search button and then copy the URL to use as the href in the link Read More......( read more ) Del.icio.us | Digg It | Technorati | Blinklist | Furl | reddit | DotNetKicks

EndUserSharePoint.com: Tracking printed documents

The question of the day comes from Torbjorn: We want to able to track a printed document back to Sharepoint with help of the SharePoint generated id#. A document in Sharepoint gets some kind of id# when it is created (it is the same even after new versions Read More......( read more ) Del.icio.us | Digg It | Technorati | Blinklist | Furl | reddit | DotNetKicks

Content Types: The little engine that could...

One of the most overlooked and underutilized pieces of WSSv3/MOSS2007 are Content Types. There are many uses, functionalities and services that depend on the proper use and implementation of content types within SharePoint. Over the next few weeks I will be exploring content types and the power they give you to really start getting everything you can out of SharePoint. But first a bit of an intro as to what exactly content types represent within the context of MOSS/WSS. In SPS2003/WSSv2 we were given the ability to assign Metadata to documents and lists. This metadata allowed us to track information outside of what the standard document properties would allow. Fields of information that would be stored in the database outside of the document and could also be displayed in the columns within the list or library where the document resided. This gave us a great way of adding information that further described the document for tracking or even for search clarification and differentiation. Different people and companies came up with different uses for metadata, but some items still limited its usability. Metadata could be associated with a library or list so that the information had to be filled in during creation or upload of documents to the list or library. This meant that the metadata was tied to that list and was not exactly portable or reusable without recreating the fields for each library where you wanted to track the data. For WSSv3/MOSS the concept was taken to a new level...
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EndUserSharePoint.com: Think, think, think about your metadata

One of the topics covered in the SharePoint 2007 - The Basics Workshop is the idea of metadata. We stay away from the ‘data about data’ definition that most examples use because that description is next to useless for someone who has not thought Read More......( read more ) Del.icio.us | Digg It | Technorati | Blinklist | Furl | reddit | DotNetKicks

WS-FileConvertor 1.0c - Convert images to text and upload into SharePoint

Version 1 Version 2 I have made some changes in the previous version and now users can also upload the original files along with the converted text files into the SharePoint. Click here to download this tool. What to expect next? Capability to extract metadata from the converted text files and uploading the original image files along with the extracted meta data. This will allow users to upload only the image files without the need to upload the text files. The common words extracted from the converted...( read more ) Del.icio.us | Digg It | Technorati | Blinklist | Furl | reddit | DotNetKicks

Criteria to use when deciding to create a new library

Janis Hall from MindSharp has written a thoughtful post for the Get the Point Blog on the criteria to use when deciding to create a new library. While not comprehensive, it touches on major issues to consider when deciding how to structure your data. Read More......( read more ) Del.icio.us | Digg It | Technorati | Blinklist | Furl | reddit | DotNetKicks

WS-FileConvertor 1.0a

WS-FileConvertor 1.0a WS-FileConvertor is a .NET application that converts image files into text readable format. Currently, the output is TXT files. All image formats are supported including GIF, JPG, TIFF, etc. I have only tested major formats like GIF, BMP, etc. I am still working on this application. I am working on a feature that will allow users to upload the converted files (TXT) to SharePoint. You can download the setup package from here . I tested this application in development environment...( read more ) Del.icio.us | Digg It | Technorati | Blinklist | Furl | reddit | DotNetKicks

Office Document Information Panel not Displaying Desired Metadata Structure

As part of the screencast series for creating a Document Management Center, I demonstrate how to create a library to hold templates that can be attached to content types in various libraries. I received this comment from Susanne: “Have you noticed Read More......( read more ) Del.icio.us | Digg It | Technorati | Blinklist | Furl | reddit | DotNetKicks

The Importance of MetaData in SharePoint

In SharePoint, metadata is good. Metadata is very good. "That's great," you say, "but what the heck is metadata?" Metadata is data about your data. Got it? Good, I'm glad you're going along with me on that. Ok, ok. Metadata is information you attach to your SharePoint content that provides contextual clues to the subject, audience, and/or intent of your content. For an example of metadata, you need to look no further than this blog post. At the end of it, you'll see that I've applied some "tags" to this post that summarize some of the topics I touch on in this blog post. Because while the title of this blog summarizes the main topic of the post, it doesn't tell the reader that I'm talking about documents, search, collaboration sites and lists. The tags I've put on this post do tell you that I mention those topics in this post and give you a better idea of what it covers. So how does this apply to SharePoint? As I said above, metadata is a very good thing in SharePoint. The most obvious benefit is the added context it gives to the consumers of your content when they are looking at it. But it also drastically improves the discoverability of your content; metadata provides SharePoint with more hooks into the context of your content so that it can easily categorize, crawl, and index. Categorization is important because SharePoint doesn't really do folders very well. We're all very accustomed to using folders; it's...

Connecting MOSS Version number in Word Documents

This one has been resurrected from the collection of post-crash blogs: How is it possible to connect metadata/column information to Word documents stored in a WSS 3.0 library so that it is synchronised both ways?? Also referenced in the MS Office Word Team blog adding links between Word & MOSS metadata/columns is simple enough to do, but one thing appears to be missing.... Easily implemented for custom metadata and a few defaults, however 'Version'...
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