Developing Document Sets in Microsoft SharePoint Server 2010 Enterprise Content Management

1. Required Slide SESSION CODE: OSP305 Developing Document Sets in Microsoft SharePoint Server 2010 Enterprise Content Management Andrew Connell, MVP Developer, Instructor & Author Critical Path Training, LLC.

2. Who Am I? • Andrew Connell • Blog: www.andrewconnell.com/blog • Twitter: @andrewconnell • Co-founder, Critical Path Training • SharePoint Training & Education • www.CriticalPathTraining.com • Book: Pro SharePoint 2007 WCM Dev. • www.andrewconnell.com/go/131

3. Agenda • Overview of Document Sets • Creating Document Sets via Browser UI • Creating Document Sets Declaratively • Document Set • Allowed Content Type • Default Documents • Shared Fields • Welcome Page & Fields

4. Document Sets • SharePoint 2007 treats documents as atomic & not linked to other documents • SharePoint Server 2010 introduces document sets: • Collection of documents, spreadsheets, presentations, etc. that make up a single work product • More closely reflects real business work & process

5. Document Sets Implementation • Special content type that can contain child content types • Created by DocumentSet Feature • In UI, reflected as a folder

6. Welcome Page & Shared Fields • Welcome Page • Special Web Part Page showing shared fields & contents of the document set • Shared Fields • Document set content type contains fields • Allowed content types also contain fields • Like fields flagged as “shared” kept in sync between document set & documents

7. Versioning • Set owners can capture the state of the set at different points in the lifecycle • Ability to see point-in-time history of the document set • Set owners can restore to a previous version of the set

8. Workflow • Special OOTB activities for working with document sets provided for SharePoint Designer authored workflows • OOTB workflow provided for working with document sets

9. Working with Document Sets in the Browser Interface Andrew Connell, MVP Developer, Instructor & Author Critical Path Training, LLC. DEMO

10. Creating Document Sets Declaratively • Document sets created via the browser aren’t very portable / reuseable • Like regular content types • Differences: • Custom Welcome Page • Extra document-set specific configurations • Allowed content types • Shared fields • Default documents

11. Creating the Document Set • Create declaratively with a few extra pieces (most in XmlDocuments) • Inherit from Document Set content type • ProgId = For Custom Actions & Icon • Folder = Doc Set resources

12. Allowed Content Types • Document Sets can “contain” content types • Defined using XmlDocument & schema

13. Default Documents • When new document sets are created, default documents can be provisioned to the set • Defined using XmlDocument & schema

14. Shared Fields • Site columns used by the document set & content types within the set can be kept in sync • Defined using XmlDocument & schema

15. Custom Welcome Page • Must be named DocSetHomePage.aspx & live in the root of the content type’s folder • Use the OOTB welcome page as template • [..]\14\TEMPLATES\FEATURES\DocumentSet • Define display fields using XmlDocument

16. Creating Reusable Document Sets Declaratively Andrew Connell, MVP Developer, Instructor & Author Critical Path Training, LLC. DEMO

17. Summary • Overview of Document Sets • Creating Document Sets via Browser UI • Creating Document Sets Declaratively • Document Set • Allowed Content Type • Default Documents • Shared Fields • Welcome Page & Fields

18. Required Slide Speakers, please list the Breakout Sessions, Interactive Sessions, Labs and Demo Stations that are related to your session. Related Content • OSP205 – ECM for the Masses: How Microsoft SharePoint Server 2010 Delivers on the Promise • OSP319 - Upgrading and Improving Microsoft Office SharePoint Server 2007 WCM Sites to SharePoint Server 2010 Web Content Management • OSP12-HOL – Metadata and Taxonomy Management in Microsoft SharePoint Server 2010 • OSP14-HOL | Records Management in Microsoft SharePoint Server 2010 • OSP16-HOL | Microsoft SharePoint Server 2010 Web Content Management Visual Upgrade

19. Required Slide Track PMs will supply the content for this slide, which will be inserted during the final scrub. Track Resources • For More Information – http://sharepoint.microsoft.com • SharePoint Developer Center – http://msdn.microsoft.com/sharepoint • SharePoint Tech Center – http://technet.microsoft.com/sharepoint • Official SharePoint Team Blog – http://blogs.msdn.com/sharepoint

20. Required Slide Speakers, please list the Breakout Sessions, Interactive Sessions, Labs and Demo Stations that are related to your session. Related Content • Breakout Sessions – See Conference Guide for full list of OSP Track Sessions • Interactive Sessions – OSP Track has 10 Interactive Sessions – OSP01-INT – OSP10-INT • Hands-on Labs – OSP01-HOL – OSP20-HOL • Product Demo Stations – Yellow Section, OSP • Office 2010, SharePoint 2010, Project Server 2010, Visio 2010 have kiosks and demos

21. Required Slide Resources Learning • Sessions On-Demand & Community • Microsoft Certification & Training Resources www.microsoft.com/teched www.microsoft.com/learning • Resources for IT Professionals • Resources for Developers http://microsoft.com/technet http://microsoft.com/msdn

22. Required Slide Complete an evaluation on CommNet and enter to win!

23. Sign up for Tech·Ed 2011 and save $500 starting June 8 – June 31st http://northamerica.msteched.com/registration You can also register at the North America 2011 kiosk located at registrationJoin us in Atlanta next year

24. © 2010 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

25. Required Slide