Content Types in Thought and Action

1. Content Types in Thought and Action Scott Shearer SharePoint Evangelist and Developer Haystax Technology

2. Platinum Sponsors Welcome to SharePoint Saturday Virginia Beach Jan 11, 2014 Gold Sponsors 7:30 - 8:30 - Registration(Lobby) Breakfast (Sponsor Hall)8:30 - 8:45 - Welcome 9:00 - 10:15 – 1st Sessions10:30 - 11:45 – 2nd Sessions11:45 - 12:30 – Lunch (Sponsor Hall)12:30 - 1:45 - 3rd Sessions2:00 - 3:15 – 4th Sessions3:30 - 4:45 – 5th Sessions5:00 - 5:30 - Closing & Giveaways Silver Sponsors

3. Who is Scott? • SharePoint Evangelist and Consultant for Haystax Technology in Reston, VA • Done everything from System Administration to C# development to helpdesk • CPA and Former Stock Broker • Past Certifications Held: MCSE, MCSD, MCDBA, MCT, CNE • sshearer@flexpointtech.com • @ScottJShearer • http://spconcierge.wordpress.com

4. Haystax Technology(They paid for me to be here) • Threat Detection and Analysis • IT Consulting firm based in Reston, VA • Cloud Technologies • SharePoint consulting and development • SharePoint Training • US Government and commercial customers

5. Todays Agenda • Why Use Custom Content Types • What is a Site Column • Out of the Box Site Columns • Custom Site Columns • What is a Content Type? • Out of the Box Content Types • Custom Content Types • Content Type Properties • Safety Concerns

6. Why Use Custom Content Types? • Allows for reuse • Allows for a standard way to record a given type of data • Allows for slightly different types of data to be stored in a single list • Allows for easy updates to all lists using a content type • Allows for standard policies • Auditing • Retention • Allows for standard workflows

7. Content Types in Thought • What is a Site Column? • What is a Content Type?

8. What is a Site Column • Reusable pre-defined column • Out of the box site columns • Custom Site Columns • Updating the Site Column pushed update everywhere it is used • Stored in the Site Column Gallery • Use as list and library columns • Used in Content Types • Visible on the site where they are created and any sub site below

9. Site Columns • Never • Change an Out of the Box Site Column • Delete an Out of the Box Site Column • Danger • “Update list columns based on this site column” • Demo – Out of the Box Site Columns • View Gallery • Creating a Site Column • Add Site Column to list

10. What is a Content Type? • A Content Type is a template for content stored in a list or library • All lists and libraries use content types • All content types inherit properties from another content type • All Content Types are based on another content type • Reusable (current site and below) • Update all instances of Content Type at one time • Components of a Content Type • Site columns • Other properties (associated workflows, policies, Office templates, etc.)

11. Content Types • Never • Change an out of the Box Content Type • Delete an Out of the Box Content Type • Danger • “Update all content types inheriting from this type” • Demo – Out of the Box Content Types • View Gallery • Demo – Creating a Content Types • Supply Request Content Type • Add to list

12. Content Type Properties • Demo

13. Content Types in Action • Demo • Build a Leave Calendar using multiple Content Types and a workflow • Demo • Build a document library using multiple Content Types and a workflow • Re-use content type on sub site

14. Why Use Custom Content Types? • Allows for a standard way to record a given type of data • Allows for slightly different types of data to be stored in a single list • Allows for reuse • Allows for easy updates • Allows for standard policies • Allows for standard workflows

15. Questions?Please Complete Evaluations