Posts Tagged ‘organize’

Overview of new features in MetaVis Applications

March 1, 2011

First days of spring brought us warmer weather, melted snow and longer days. We did quite a bit of development in MetaVis Tech since the beginning of the year introducing new features that help to Organize your SharePoint. Now we feel it is a good time to talk about new features we introduced in the perspective of current and future development.

 

Today we start the series of articles introducing new features. We begin with the list and later we will dig deeper into the details of motivation, business case, use and future plans for the new functionality we added.

 

  • Discover all WEB Applications and Site Collections in a server farm
  • Browse out-of-the-lists database objects and copy them between sites
  • Bulk import files from file system with their metadata defined in a spreadsheet
  • Copy / paste or drag and drop WEB Parts between arbitrary WEB Part pages in SharePoint lists or out-of-the list system folders
  • Bulk user mapping to add or replace domain in login names
  • Copy content types with dependencies (fields and parent content types)
  • Browse list or library permissions and copy selected list permissions between lists.
  • Site and list content reports with the option to include versions for list content
  • Mass delete site and list permissions, site groups or users from groups and site permission levels
  • Map parts of the folder path to a SharePoint field when copying documents or items from SharePoint sites or tagging document or items in SharePoint
  • Easy packaging for accessing SharePoint in Office 365 Cloud
  • Bulk import files from file system with the simultaneous tagging enabled in SharePoint GUI through Cloud Classifier
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Manage SharePoint Taxonomies with MetaVis Migrator

July 19, 2010

One of the most powerful features in SharePoint 2010 is Managed Metadata Columns. These columns allow users to pick values for a custom field from large list of values using easy and efficient GUI with hierarchical selections, filtering and type-ahead capabilities right at the tip of the mouse. For the best utilization of the managed metadata columns power they should rely on the hierarchical lists of values called taxonomies. Taxonomies could be created by administrators or power users, librarians or taxonomists. Taxonomies could be also created by the content authors tagging content with new metadata. In this later case managed metadata columns may be configured to accept new values from the users. These values will be inserted into taxonomies at the time the content gets tagged.

Taxonomies are defined in a Term Stores. Term Store is one of the objects managed by SharePoint 2010 new Managed Metadata Service. Term stores as well as terms inside them are shared between multiple site collections on the same server farm. This feature allows managed metadata columns from different site collections refer to the same terms. Term stores contain taxonomy groups. Groups allow administrators to set up term set security governing permissions for managers and contributors for all terms in the group. Each group may contain several Term Sets. Each Term Set may define certain topic and contain a hierarchy of terms. A term is a basic building block of SharePoint 2010 taxonomies. A term defines a value that could be selected by a user with managed metadata column. Terms may also contain hierarchies of other terms.

SharePoint 2010 provides pretty good administration for taxonomies in Central Administration site. Taxonomy management screen is also accessible from the site properties panel. Taxonomy management in SharePoint 2010 even includes Approval workflow for terms with delayed publishing or certain term hierarchies at the given time. However there is no easy way to re-organize different branches of the taxonomy hierarchy, merge several branches in one or copy term trees between term sets. The need to do this often arises when taxonomies got collected by the power users using editable managed metadata columns and then need to be re-organized by administrators to present best selection hierarchies for the regular authors or content taggers to use. The other need that often arises when managing taxonomies is to copy term sets or parts of the term set tree to completely different SharePoint server farm.

After realizing that these basic copy operations with terms will be useful for SharePoint 2010 community we added term store manager in MetaVis Migrator for SharePoint . Below is the picture of MetaVis view of SharePoint 2010 Term Store. You can see there a Term Store with Term Groups underneath, Term Sets like Cameras or Countries with term hierarchies. MetaVis allows to copy any of these objects from the term group and down the hierarchy and paste it to any other object inside the same hierarchy, to the other server or in the middle of the taxonomy tree of the other server farm.