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Neil's IW Space

Information Worker Blog's by Neil van Wyngaard

May 2008 - Posts

  • Course 50026A: SharePoint 2007 Hands-On Labs

    Elements of this syllabus are subject to change.

    This series of 33 hands-on labs allows students to explore the new features of Microsoft SharePoint Server 2007, Microsoft Windows SharePoint Services 3.0, Microsoft Office 2007, including Microsoft Office Groove 2007, and Microsoft Windows PowerShell.

    Audience

    This course is intended for IT Professionals.

    At Course Completion

    After completing this course, students will be able to:

    • Synchronize data between Microsoft Office Groove and SharePoint products and services.
    • Use content types in Windows SharePoint Services 3.0.
    • Personalize SharePoint Server 2007.
    • Administer InfoPath Forms Services and Excel Services in the Enterprise edition of Office SharePoint Server 2007.
    • Deploy and configure Records Management in SharePoint Server 2007.
    • Customize the 2007 Microsoft Office User Interface.
    • Programmatically manipulate documents by using the Office Open XML Formats.
    • Use Microsoft Office SharePoint Designer 2007 to design a custom workflow that is triggered on file creation or change.
    • Design content-driven web sites with Microsoft Office SharePoint Server 2007.
    • Use Microsoft Windows PowerShell for administration and customization of Windows SharePoint Services and Office SharePoint Server 2007.

    Prerequisites

    Before attending this course, students should have:

    • Some familiarity with SharePoint Server administration.

    HOL 101: What's New in Microsoft Windows SharePoint Services 3.0 Feature Walk Through

    Course Outline

    This lab explains the new and enhanced features in Microsoft Windows SharePoint Services 3.0.

    Lessons

    • Site Creation and Administration
    • Addition of Web Parts
    • The Security Trimmed User Interface (UI)
    • List Settings, Navigation, and List and Library Security
    • Notifications
    • E-mail Integration

    HOL 111: What's New in Microsoft Office SharePoint Server 2007 Feature Walk Through

    This lab explains the new features in Microsoft Office SharePoint Server 2007.

    Lessons

    • New Features in SharePoint Server 2007
    • Integration Points with 2007 Microsoft Office Programs

    HOL 171: Synchronizing Data Between Microsoft Office Groove 2007 and Microsoft SharePoint Products and Technologies

    This lab explains how teams can work together in Microsoft Office Groove 2007.

    Lessons

    • Collaboration Inside Contextual Workspaces
    • Sharing Information in a Central Location
    • Architecture and Design of Groove 2007
    • Connecting to Enterprise Systems such as Windows SharePoint Services

    HOL 201: Introducing Content Types for Microsoft Windows SharePoint Services 3.0

    This lab explains how to use content types in Windows SharePoint Services 3.0 to define, organize, and manage the metadata and behaviors of a document or item type in a centralized, reusable way.

    Lessons

    • Defining Columns and Content Types for Reuse
    • Managing and Administering Changes to Columns and Content Types
    • Extending Content Types to Implement Custom Solutions
    • Storing Custom XML data Within the Types

    HOL 203: Microsoft Windows SharePoint Services 3.0 Backup and Restore

    This lab explains the enhanced backup and restore options for Windows SharePoint Services 3.0.

    Lessons

    • The Multilevel Recycle Bin
    • The Browser-Based User Interface
    • New Options for the Command Line (stsadm.exe) Interface

    HOL 211: Microsoft Office SharePoint Server 2007 People and Permissions

    This lab explains new and enhanced people options and permissions options in Microsoft Office SharePoint Server 2007.

    Lessons

    • Importing Permissions from Active Directory
    • Supporting LDAP and Other Authentication Providers
    • Supporting SharePoint Groups, Active Directory Security Groups, and Active Directory Discussion Lists
    • Permissions Inheritance
    • Per-Item Security

    HOL 212: Microsoft Office SharePoint Server 2007 Personalization

    This lab explains new and enhanced features involving personalization in Microsoft Office SharePoint Server 2007.

    Lessons

    • Personalizing User Profiles
    • Targeting Audiences
    • Personalizing Views of Public Pages

    HOL 214: Microsoft Office SharePoint Server 2007 Enterprise Features Administration

    This lab explains the administration of Office SharePoint Server 2007 Enterprise features.

    Lessons

    • Administering InfoPath Forms Services
    • Administering Excel Services
    • Components of the Enterprise Edition of Office SharePoint Server 2007

    HOL 215: Microsoft Office SharePoint Server 2007 Records Management Deployment and Configuration

    This lab covers the record management capabilities included in SharePoint Server 2007.

    Lessons

    • Creating Content Types for Categorizing Documents
    • Configuring a Central Records Repository
    • Setting Up Records Management Policies
    • Options for Automation

    HOL 217: Getting Started with Search in Microsoft Office SharePoint Server 2007

    This lab explores search options in SharePoint Server 2007.

    Lessons

    • New Search Options Available
    • Enhanced Search Options Available

    HOL 221: Understanding the 2007 Microsoft Office System User Experience and Interface Design

    The objective of this lab is to become familiar with the new 2007 Microsoft Office Fluent user interface.

    Lessons

    • Understanding the User Experience
    • Design of the Interface
    • Using the 2007 Microsoft Office Fluent User Interface

    HOL 222: Customizing the 2007 Microsoft Office System User Interface for Your Solution

    The objective of this lab is to become familiar with the programming model behind the new Office Fluent user interface features of the 2007 Office system.

    Lessons

    • The2007 Office System Fluent Ribbon
    • The Custom Task Pane

    HOL 223: Understanding the Structure and Solution Capabilities of the Microsoft Office Open XML Formats

    The objective of this hands-on lab is to help you become familiar with the new 2007 Office programs’ file formats.

    Lessons

    • Examining Sample Documents
    • Implementing the Microsoft Office Open XML Format
    • Editing Document Directly Without Using Microsoft Office Programs
    • Solution Possibilities Using the New Default Office Program File Formats

    HOL 224: Programmatic Manipulation of the Microsoft Office Open XML Formats

    The goal of this lab is to show you how you can manipulate Office program documents without using 2007 Office programs.

    Lessons

    • Programmatically Manipulating Documents Using the Office Open XML Formats

    HOL 231: Developing Solutions Using Microsoft Office Word 2007 Content Controls

    This hands-on lab will help you become familiar with the use of content controls in Microsoft Office Word 2007.

    Lessons

    • Using Content Control to Define Document Structure
    • Managing Content and Introducing Restrictions
    • Performing Client-Side Manipulations
    • Extending Solutions Using Content Controls

    HOL 232: Exploring the New, Flexible XML Programmability in Microsoft Office Word 2007

    The objective of this hands-on lab is to introduce you to the concepts of the XML data store and XML binding features of Word 2007.

    Lessons

    • Programming Structured Information in Word 2007
    • Storing Structured Information Independently of the Presentation Surface
    • Capabilities of the New Data Store and XML Binding
    • Creating Document-Based Word 2007 Solutions

    HOL 241: Using Microsoft Office Excel 2007 Spreadsheets for Web Service–Based Calculations and Browser Rendering

    This lab introduces you to the ability to publish and work with Microsoft Office Excel 2007 worksheets in Office SharePoint Server 2007.

    Lessons

    • Creating Complex Web Pages
    • Integrating Public Worksheets with Data Points such as Web Parts

    HOL 251: New Microsoft Office Outlook 2007 Programmability

    The objective of this lab is to introduce you to some of the new programmability features that Microsoft Office Outlook 2007 provides.

    Lessons

    • Programmatically Extending Outlook 2007 to Provide Custom Functionality

    HOL 261: Microsoft Office InfoPath 2007 Forms Development

    This lab explores some of the new development features of Microsoft Office InfoPath 2007.

    Lessons

    • Developing Forms Using InfoPath 2007

    HOL 262: Building Microsoft Office InfoPath 2007 Forms that Run as Both Rich Client and Browser Applications

    The objective of this lab is to become familiar with browser-based scenarios for InfoPath 2007 forms.

    Lessons

    • Creating Browser-Based Scenarios for InfoPath 2007 Forms

    HOL 301: Using Features to Provision Sites in Microsoft Windows SharePoint Services 3.0

    The objective of this lab is to gain an understanding of the new Features framework in Windows SharePoint Services 3.0.

    Lessons

    • Creating and Provisioning a Custom Document Library
    • Content Types Related to the Custom Document Library
    • Associating Custom Actions to an Existing Announcements List

    HOL 302: ASP.NET 2.0 Interoperability with Microsoft Windows SharePoint Services 3.0 - Web Parts and Master Pages

    This lab explains the Windows SharePoint Services 3.0 Web Part and Master Pages framework, designed and built on the Microsoft ASP.NET 2.0 Web Part and Master Pages infrastructure.

    Lessons

    • The Windows SharePoint Services 3.0 Web Part Framework Controls
    • The ASP.NET 2.0 Web Part Control Set
    • Inheritance from Base Classes

    HOL 303: Creating Workflows for Microsoft Windows SharePoint Services 3.0

    In this lab, you will use Microsoft Office SharePoint Designer 2007 to design a custom workflow that is triggered on file creation or change.

    Lessons

    • Assigning a Task Within Workflow Designer
    • Building a Custom Workflow by Using the Windows Workflow Foundation plug-in to Microsoft Visual Studio 2005.
    • Deploying a Workflow to Windows SharePoint Services 3.0
    • Integrating Workflow Functionality with the 2007 Microsoft Office System

    HOL 304: Using List Events in Microsoft Windows SharePoint Services 3.0

    In this lab, you will create an Event Handler.

    Lessons

    • Creating an Event Handler
    • Associating an Event Handler with a Windows SharePoint Services 3.0 List

    HOL 305: Microsoft Windows SharePoint Services 3.0 Site Templates

    This lab explains the site template architecture in Windows SharePoint Services 3.0.

    Lessons

    • Configuring the Site Template Architecture
    • New Options for the Site Template Architecture

    HOL 311: Getting Started with the Business Data Catalog in Microsoft Office SharePoint Server 2007

    In this lab, you will learn about connecting Office SharePoint Server 2007 to line-of-business applications by using the Business Data Catalog.

    Lessons

    • Creating Custom Business Applications
    • Using the Web Parts and SharePoint List Connections

    HOL 312: Search Administration and Customization in Microsoft Office SharePoint Server 2007

    In this lab, you will learn about Search and the Search Center in Office SharePoint Server 2007.

    Lessons

    • Administering Search and the Search Center
    • Customizing Search and the Search Center

    HOL 313: Designing Content-Driven Web Sites with Microsoft Office SharePoint Server 2007

    The objective of this lab is to give you an overview of creating content-driven sites within Office SharePoint Server 2007.

    Lessons

    • Creating Content-Driven Sites Using the Content Management Functionality

    HOL 314: Microsoft Office SharePoint Designer 2007 - CSS and the Data Form Web Part

    This lab will give the participant an understanding of SharePoint Designer 2007.

    Lessons

    • Customizing SharePoint Pages and Applications
    • Cascading Style Sheets
    • The Data Web Form Part

    HOL 315: Creating and Deploying Microsoft Visual Studio 2005 Workflows for Microsoft Office SharePoint Server 2007

    In this lab, you will learn how to build, deploy, and test a Visual Studio workflow in Office SharePoint Server 2007.

    Lessons

    • Building a Visual Studio Workflow
    • Deploying a Visual Studio Workflow
    • Testing Workflow Functionality

    HOL 411: Microsoft Office SharePoint Server 2007 Advanced Administration

    In this lab, you will learn about advanced options for the SharePoint administrator.

    Lessons

    • Managing a Site
    • Managing Site Collection
    • Managing a Content Database
    • Creating Portable Sites for Staging Environments
    • Creating Automated Processes

    HOL 412: Microsoft Office SharePoint Server 2007 Advanced Authentication

    In this lab, you will learn more about the available authentication methods and protocols.

    Lessons

    • Form-Based Authentication
    • Kerberos Authentication
    • SharePoint Single Sign-On
    • Configuring Additional ASP.NET Authentication Protocols

    HOL 413: Using Microsoft Windows PowerShell for Administration and Customization of Microsoft Windows SharePoint Services 3.0

    This lab explains how to use the Microsoft Windows PowerShell (formerly "Monad").

    Lessons

    • Administering Windows SharePoint Services an Office SharePoint Server 2007 Using Windows PowerShell
    • Customizing Windows SharePoint Services and Office SharePoint Server 2007 Using Windows PowerShell

    Related Blogs:

    Official MS Site

  • Sharing a "One Note 2007" Notebook in Sharepoint

    "Microsoft Office OneNote 2007" is one of the new applications that ship with the enterprise edition of Office 2007. It can also be purchased separately, but most people will not do this as they have no idea of what the application does.

    The intention behind this blog is to explain how OneNote works with Sharepoint, but before I can do that, I need to ensure that you know what OneNote does and the purposes behind the application. Let's start with a scenario that occurs almost everyday in most corporate environments:

    • A lot of people get invited to a meeting
    • Agenda Items and Objectives are email to the individual people attending the meeting.
    • The Boardroom is booked and minutes are taken. Everyone also takes their own notes.
    • The minutes of the meeting are then emailed to all the attendee's of the meeting.
    • Everyone then emails their comments and work done to central person that spends days consolidating the information.

    The scenario that I just sketched above is so common that we think it is normal and that is just the way that it is done. If you sit and think about it, the way we do things is very inefficient and there is a better way of doing it. "One Note 2007" to the rescue.

    Lets take a look at how we can use "One Note" to streamline the process:

    • Create the agenda items in "One Note".
    • Publish the "One Note" workbook to Sharepoint so that everyone can access one copy of the Agenda.
    • During the meeting, share the notebook in live mode so that everyone types on the "One Note" at the same time.
    • After the meeting everyone adds their additional notes to the same notebook.

    Doing it in this manner has a number of advantages:

    • The amount of email generated is significantly reduced.
    • Their is only one copy of the documentation with version control in Sharepoint.
    • Virtual meetings can be done via the Internet negating the need to book a Board Room.
    • There is no need to consolidate the notes after the meeting as it has already been done.

    Now that I've explained the purpose and use of One Note with Sharepoint, let's take a look at how to do this:

    1. Create a new document library in Sharepoint to store the "One Note" sections.
    2. Create a new notebook in "One Note" and publish it to Sharepoint
    3. Put the "One Note" into Live Sharing mode so multiple people can work on it simultaneously.

    Create the document library in Sharepoint

    The first step is to navigate to a site in Sharepoint and create a new document library to store the "One Note" sections.

    Create Doc Lib

    You will notice during the creation of the document library that "One Note Section" is one of the options available as a document template.

    Create the "One Note" workbook

    The next step would be to launch "One Note" and create a new notebook.

    New Notebook 

    This process will start a wizard that will allow you to publish the notebook into Sharepoint. The first part of the Wizard will require a name and a layout for the notebook that can be selected from a list.

    New NB Wiz1

    The second part of the wizard will give you the opportunity of defining where the notebook will be stored. In our case this will be in Sharepoint.

    Publish Notebook Wiz2

    The third part of the wizard allows you to specify the URL to the document library in Sharepoint created earlier.

    Create Notebook Wiz3

    This is what a notebook in "One Note" looks like once it has been created and published.

     Work in OneNote

    The application allows you to create multiple different sections per topic of discussion, insert freeform text anywhere you like and even insert images to make it look good. If you really want too, you can insert video and voice recordings that can be synchronized with your mobile device.

    The real reason this product is called "One Note" is its ability to have multiple users create content on the same note at the same time. This is achieved by sharing the notebook and then making it live.

    Making the Notebook Live

    The last step in the process is to enabled the notebook to be shared simultaneously between multiple users.

    Start Live Sharing

    This is done by selecting the "Share" menu and then selecting "Live Share Session" -> "Start Sharing Current Section". A new tool pane will open on the right hand side of the screen that allows you to configure additional options.

    Toolbar Right

    The first thing to do is too click on the button saying "Start Live Sharing Session". This will then enabled the "One Note" section that you are working on to be shared with other people.

    Invite Participants

    The only thing left to do is invite other people to participate in the live sharing session on "One Note". This is done by clicking on the button labelled "Invite Participants".

    Send Email

    This action will open an email window with links to the live sharing session that will be emailed to the participants selected on the previous screen.

    The last piece of the puzzle is to take a look at where the "One Note" sections are stored in Sharepoint.

    Storage

    As you can see each section is stored as a single file and the entire notebook is stored as a folder in the document library.

    I hope this blog has enticed you to start exploring the world of "One Note" and Sharepoint.

    Related Blogs:

    Building a KPI List using Excel in Sharepoint

    Publishing PowerPoint slides to Sharepoint

    Creating a Pivot Table in Sharepoint

    Publishing a Blog from Word 2007 into Sharepoint

    The importance of Outlook 2007 as a user interface into Sharepoint

    Migrating an Access 2007 Database to Sharepoint

  • Creating New shortcuts for MS Office 2007 to Sharepoint

    One of the biggest problems that end-users of Sharepoint face, is the ability to gain access to the correct site in Sharepoint to save the information too. There are various ways in which to do this:

    • Create a new network place under "My Network Places" that acts as a mapped drive.
    • Add favourites to Internet Explorer to remind the users of where these site are located.
    • Change the default save location of MS Office 2007 to permanently look at "My Site" on Sharepoint.

    Unfortunately all of these solutions have there individual problems and challenges and therefore none of them form an adequate solution for the user. Fortunately Microsoft created a solution to this problem in the SSP of MOSS that not many people are aware of. This is done by publishing the shortcuts directly from Sharepoint onto the users desktop.

    This can be done by navigating to the SSP using the Sharepoint Admin Console and then selecting the link called: "Publish links to Office client applications".

    Link in SSP 1 

    A list will then be made available that will allow you to define as many shortcuts to Sharepoint content as you like. New items can be created by selecting the "New" option from the menu.

    Setup New Link 2

    There are a number of options that can be configured on this page:

    1. Define the URL that will point to the content in Sharepoint
    2. Descriptive name that will be used to refer to this location.
    3. The Type allows you to define what object in Sharepoint the Link is referring too.
    4. The target audience that will have the ability to see this shortcut.

    Once all the options have been completed and committed the link will display in the list.

    Result Link in SSP 3

    At this point we can check if the solution worked by opening one of the MS Office applications like "Word" and attempt to save a document.

    Save As in Office 4

    You will notice that on the navigation bar on the left there is an option called "My Sharepoint Sites" and by selecting this option all the shortcuts are displayed in the main viewing pane. Selecting the shortcut will then open up the Sharepoint location as defined in the link.

    I have had some problems in the past getting this link to appear and will therefore provide some tips:

    • It sometimes takes some time for these links to be published, so be patient
    • You can speed up the process by having the user navigate to their "My Site"
    • If this process does not happen automatically the links can be setup manually on the users machine.

    Path in Explorer 5

    The shortcuts are stored on the users machine as indicated in the images above: "C:\Documents and Settings\<User Account>\Local Settings\Application Data\Microsoft\Office\My Sharepoint Sites". A new shortcut can be manually created by dragging and dropping from "My Network Places".

    I hope you have found this information useful as I have found that it makes a big difference to the user experience with MS Office 2007 and Sharepoint.

    Related Blogs:

    The purpose behind "My Site" in Sharepoint

    Publishing a Blog from Word 2007 into Sharepoint

    Overview of User Profiles in Sharepoint

  • Access Denied on a Sharepoint Site when editing Master Pages

    In the last two weeks I have encountered two customers that have experienced this problem, therefore it seems logical that more people are going to encounter this problem. This is not an actual error on Sharepoint, but more a misunderstanding of how Sharepoint works and handles Master Pages.

    The problem occurs when people start using Sharepoint Designer to change or apply a new master page to a Sharepoint Site and follow the normal sequence of events:

    1. Create a new Master Page or Download a new master page.
    2. Apply the master page to a Sharepoint site.
    3. Save or publish the site with the new master page.

    SPD Master Page

    At this point the problem occurs. You will find that when navigating to the Sharepoint site, that the site collection or site administrators can view the site perfectly, but all the users get an error "Access Denied".

    The default reaction at this point would be to go and check the security settings, which is what people do. They spend hours changing security and testing and all to no avail. This is due to the fact that the problem lies with the new Master Page and not the security.

    To understand the solution to the perceived problem you need to understand where Master Pages are stored in Sharepoint and also how they are managed.

    • Master pages are stored in the "Master Page Gallery" at the site collection level.
    • The gallery is merely a document library that saves web pages, specifically Master Pages and Page Layouts.
    • There is an "Approval" workflow rule attached to this document library for security reasons.
    • New Master pages and page layouts therefore need to be approved before they can be applied.

    The problem occurs when the master page is published from Sharepoint Designer. SPD publishes the master page into the "Master Page Gallery", but the workflow rule then kicks in and places the page into an unapproved state. This is what causes the "Access Denied" error for the users of the site.

    To fix the problem is quite easy:

    • Navigate to the site settings page
    • Select the Master page gallery from the list of options.
    • Navigate down the list of master pages and page layouts in the gallery to the master page causing the problem.
    • Choose the drop down arrow next to the page and select "Publish" from the drop down menu.
    • Choose the drop down arrow next to the page and select "Approve" from the drop down menu.
    • The status of the page should now have changed from "Draft" to "Approved". Problem Solved.
    Publish Approve

    I hope you find this blog useful if you ever encounter this problem and please post comment on your experiences.

    Related Blogs:

    Minimal Master page in Sharepoint Designer

    Creating a new Sharepoint site using Sharepoint Designer

    Giving Anonymous Access to Users on a SharePoint Site

  • Creating Content Types and linking them to Document Library's in Sharepoint

    One of the biggest problems that we face when trying to manage unstructured content like office documents, is the fact that almost no two documents are the same. A whole sales team can create proposals, but none of them will be the same. This raises the question, how do I attach common workflow rules or share information in a structured way between unstructured content.

    The only way to fix this problem is to attached some form of structured information to the unstructured content. In Sharepoint this is done by creating meta data columns of data, grouping them together using "Content Types" and then linking those "Content Types" to MS Office Templates. Add the correct version of MS Office (obviously 2007) on the users desktop and we have a solution.

    In the rest of the blog I will step you through the process of actually doing this, but before we start, lets outline the steps required:

    • Create the meta data columns required to store the data in "Site Columns"
    • Create the "Content Type" to link the meta data columns together as a logical unit.
    • Create the template in MS Office to link to the "Content Type"
    • Create a "Document Library" to link the "Content Type" too.
    • Link the "Content Type to a document library to be able to use it.
    • Test the solution to see that it works.

    Both the "Site Columns" and the "Content Types" can be found under "Site Settings" from the "Site Actions" menu.

    Site Settings1

    Create Meta Data Columns:

    The first step is to go and create the meta data columns to stored the structured information that will be associated with the unstructured document. This is done by Navigating to the "Site Columns" gallery.

    Site Column Gallery2

    There are a number of standard columns available in Sharepoint that ship with the product by default has they are used in the standard features and web parts that come with Sharepoint. All of these columns are re-useable and can be used in building your own "Content Types", but if you wish to store some information and none of the standard columns cater for it, you can create your own column by selecting the "Create" button at the top.

    Custom Column3

    When creating your own column there are a number of options to choose from that are very similar to those found in an SQL Server Database. These options range from Numbers to Dates to Lookups to Choice options. Once a selection has been made, then you will need to configure the appropriate fields associated with that selection.

    Create Content Type:

    Now that all the columns that we require have been added to the site columns gallery we can now logically group them together using a "Content Type". This can be done by navigating to the "Content Type" gallery under "Site Settings".

    Content Type Gallery4

    A number of content types have already been created and these are used by the standard lists and library's that ship with Sharepoint. The important thing to remember with content types is that they act like classes in .NET. They can be linked together in an inheritance structure where the one content type inherits its values from its parent. It therefore becomes critical that a lot of planning is done on the implementation and business processes involved.

    New "Content Types" can be created by selecting the "Create" button at the top of the screen.

    New Content Type5

    A number of things need to be configured at this point:

    • Give the "Content Type" and descriptive name that will make sense to the users.
    • Determine from which base "Content Type" you will be inheriting from. Microsoft has provided a base for every different category of "Content Type".
    • Determine the category that you will use to list the "Content Type" in the gallery. It makes it easier to find later.
    • Complete other additional options and commit the settings.

    At this point we have a "Content Type" with only one column. If you are building it on the document base content type then that column will be called "Title". Now we can go and select the columns we created in the site columns gallery and add them to the "Content Type" by selecting the link called "Add columns from Site Gallery".

    Add Columns Content Type6

    It then simply becomes a matter of selecting the columns on the left of the screen (coming from the site gallery) and adding them to the right of the screen (new content type) by using the "Add" button in the middle of the screen. Once all the columns have been added, commit the changes.

    Columns can also be made "Required" fields by selecting them and then choosing the "Required" option button. This can then be used to force the users to complete these fields in MS Office before the document can be saved.

    Create Office Template:

    Now that the content type is complete, we need to create a template using MS Office so that we can link it to the "Content Type". For illustration purposes, I am going to do it in MS Word 2007 as it is more conducive to creating readable templates.

    Create Word Template7

    Here is the steps to follow:

    • Launch MS Word.
    • Create the Layout of the templates using all the features to your disposal eg: Smart Art, Tables, Font etc.
    • Save the document as a Word Template(*.dotx).

    The next step is to link the template to the "Content Type":

    • Navigate back to Sharepoint in IE (where we left off when creating the content type).
    • Select the "Advanced Settings" hyperlink.
    • Upload the new template
    • Commit Changes.

    Link Template Content Type8

    At this point the "Content Type" is complete and we can now link it to the document library.

    Create Document Library:

    The steps involved in creating a document library is probably familiar to you, but I will list them in any case:

    • Navigate to a Sharepoint site within the Site Collection that is storing the new "Content Type"
    • Select "Create" from the "Site Actions" menu.
    • Select "Document library from the list of items to create.
    • Give the library a Name
    • Choose "MS Word 2007" from the document template drop down list.
    • Commit Changes.

    Create Document Library9

    Linking Content Type to Document Library:

    Now that the document library has been created, we need to enabled it to support "Content Types". This feature is switched off by default and is most likely the reason most people do not know how to do this. Here is the sequence of steps on how to do this:

    • Navigate to the document library
    • Select "Document Library Settings" from the menu.
    • Select "Advanced Options"
    • Enable "Content Types"

    Enable Content Types10

    This option will now enable a whole new section under the document library settings that was not available before.

    • Navigate to the "Content Type" section under the "Document library settings" area.
    • Browse for existing "Content Types"
    • Link the "Content Type" we created earlier to the document library.

    Link Content Type to document Lib11

    The only thing left too do is test the solution.

    Test the Solution:

    When selecting the "New" drop down arrow on the document library menu, you will notice that the "Content Type" now appears as an option. This is how you expand the various options available in an document library and they can also be based on different applications (Excel, Power Point, etc.)

    New Button12

    Select the "Sales Proposal" option from the menu. This will launch MS Word 2007.

    Result13

    There are a number of things to take note of once the "Content Type" has been opened in Word.

    • The template we created earlier in "MS Word 2007" has become the basis of the look and feel of any new proposals created.
    • The "Meta Data" fields we created in the "Content Type" then appear as user controls on a toolbar at the top of the document. If these fields have been made compulsory, then the user cannot save the document without completing the fields.
    • With a bit more work, these meta data fields can be linked to bookmarks in the word template that will update the document directly as the fields are completed.

    Conclusion:

    This then concludes the process of attaching structured data to unstructured content and makes it possible to do a number of things:

    • Enforce compliance on users as far as creating a standard in the company when creating documentation.
    • The Meta data fields can be indexed and search when attempting to find information.
    • Complex workflow's can be created using the meta data fields for rules.
    • Events become more useful as the fields can be used for business rules.

    Related Blogs:

    Content Types the Core of ECM in Sharepoint

    The Importance of Site Columns in Sharepoint

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