building an event management system introduction to content types

BUILDING AN EVENT MANAGEMENT SYSTEM

Introduction to Content Types

Who I Am

Who I Am : Sean Wallbridge, SharePoint Guy My Experience : 20 Years in Technology

IT Consultant/SharePoint Jedi 8 Years as a Business Owner

President and Principal Consultant – itgroove – www.itgroove.net

SharePoint MVP, MCSE+i, MCT, CISSP Certified Microsoft Trainer, Developer and Network

Engineer My Blog – blog.brainlitter.com

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?

Purchase Order

Template

SITE Columns

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

Workflows

• PO Approval Routing• Etc.

IRMInformation Rights

Management

• PO’s Cannot be Printed• PO’s Do Allow Cut/Paste• Etc.

What are Content Types?

item

Document

RG Document

RG PO

RG PR

RG Fax

Contact Appointment Task RG Event

Marty Appearance

Hockey Game

Where should I put them?

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

portal.rgnetwork.ca

Corporate

HR

Public documents

Private documents

Finance

Arena

Events

Marty’s Den

Knowledge Base

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

Q&A

You have questions I have opinions…