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 –  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. PO Number Vendor PO Approval Status Etc. Workflows PO Approval Routing Etc. PO Approval Routing Etc. IRM Information Rights Management PO’s Cannot be Printed PO’s Do Allow Cut/Paste Etc. 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 ContactAppointmentTaskRG 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…