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SharePoint Tagging Feature

Installation & User Guide

Copyright © 2005-2013 KWizCom corp. All rights reserved. www.KWizCom.com

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Copyright © 2005-2013 KWizCom Corporation. All rights reserved.

E-mail: [email protected]

Web site: http://www.KWizCom.com

Sales

E-mail: [email protected]

Telephone: +1-905-370-0333

http://www.kwizcom.com/



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Table of Contents

Introduction ..................................................................................................... 5

Overview ........................................................................................................... 6

Why did we build it? ________________________________________________ 7

Key Features & Benefits ____________________________________________ 7

Installation ....................................................................................................... 9

Software prerequisites _____________________________________________ 9

Installation Procedure ______________________________________________ 9 SharePoint 2007 ........................................................................................................9 SharePoint 2010/2013........................................................................................... 10

Post Installation ___________________________________________________ 11

Un-Installation Procedure _________________________________________ 14

Component Localization ..............................................................................15

Translating a KWizCom component _________________________________ 15

Use the component in your preferred language _____________________ 16

Component Activation ..................................................................................17

User Guide .......................................................................................................22

Tagging Feature modules __________________________________________ 23 Tags Field Type ....................................................................................................... 23 Tag Cloud Web Part ............................................................................................... 25 Tags Search page ................................................................................................... 28 Tagging Feature integration with MOSS's search results page ....................... 29 Tags Import/Export................................................................................................ 30

Tagging by anonymous users ______________________________________ 31

Tagging from Microsoft Office applications _________________________ 31

Control new tags creation __________________________________________ 31

Cross browser support _____________________________________________ 32

Administration Guide ...................................................................................33

Tag Cloud web part - Introduction__________________________________ 33

Web Part Properties & Configuration Options _______________________ 33 Tags List Settings ................................................................................................... 34 General Properties.................................................................................................. 35 Display Properties .................................................................................................. 36 Errors ....................................................................................................................... 37

Tagging Feature Management ______________________________________ 38 Tagging Feature General Settings ....................................................................... 38 Managing Tags Lists ............................................................................................... 41 Adding the Tag Field to SharePoint lists ............................................................. 42 Integrate the Tagging feature with MOSS search results page....................... 45 KWizCom Tagging Feature Client Extensions ..................................................... 52



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FAQ ....................................................................................................................58

Why do I need the SharePoint Tagging Feature? ____________________ 58

Does the Tagging feature support hierarchical category trees? ______ 58

Does the Tagging Feature support WSS? ___________________________ 58

How do I create new tags? _________________________________________ 59

We already have a defined taxonomy; can we import it to SharePoint? ___________________________________________________________________ 59

Can we use SharePoint Tagging Feature to implement a central, cross site taxonomy in our company? ____________________________________ 59

How do I delete tags? _____________________________________________ 60

How do I rename a tag? ___________________________________________ 60

Do I need to install anything to use the Tagging client extensions? __ 60

Do I have to install anything on my company's client-PCs? __________ 60



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Introduction

KWizCom SharePoint Tagging Feature provides a complete taxonomy management solution for SharePoint 2007/2010/2013.

This document provides all the information needed to install, evaluate and deploy this KWizCom product:

Product overview

Installation guide

Component activation

Administrator guide

User Guide

FAQ



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Overview

KWizCom SharePoint Tagging Feature provides an extensive taxonomy management solution for SharePoint-based implementations:

Document Management

Collaboration workspaces

Portals

Internet web sites

This all-in-one solution supports both Web 2.0-style tagging and

hierarchical/structured categories.



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Why did we build it?

SharePoint 2007 doesn’t provide any tagging/taxonomy management

capabilities.

As for SharePoint 2010/2013 – it does provide tagging capabilities, but

still has some limitations such as:

The metastore taxonomy features exist only in SharePoint server,

so SharePoint Foundation users don’t get any taxonomy

management capabilities.

No built-in ability to tag external web content (tag content located

in other web systems in the enterprise)

No support for tag-level permissions and approval routing

No support for filtering tags/categories by views.

Key Features & Benefits

Feature KWizCom Tagging Feature

SharePoint 2007

SharePoint 2010/2013

Supports both SharePoint server and WSS/SharePoint Foundation

N/A Supports SharePoint

Server only

Cross site collection taxonomy management N/A

Enables tagging external web content using web service API

N/A

Tag Cloud view N/A

Tag Index view N/A

Supports hierarchical category trees N/A

Support multi-parent hierarchical category trees N/A

Displays tags as a menu bar, enabling logical

navigation (category-based navigation)

N/A

Enables sorting and filtering tags by views N/A



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Tags Email alert subscription - alert users when an Item was tagged according to tags they subscribed to (with the option to unsubscribe)

N/A

Automatic tagging of email messages: when a user adds a token {TAG:[tag1;tag2;tag3]} to the email subject it will automatically tag the

email sent to email enabled library.

N/A

Tag-level permissions N/A

Filter tags by permissions and views (different users may see different tags according to permissions and views)

N/A

Define max. amount of tags to display in the Tag Cloud

N/A

Supports multiple tags lists, in different scopes N/A

Supports Anonymous access N/A

Fully integrated with SharePoint search results N/A

Can be used in content types and as independent site columns

N/A

Supports tagging documents directly from Office 2007/2010 applications

N/A

Control new tags creation N/A

All user interfaces are fully customizable using .CSS and web user control (.ascx).

N/A

Taxonomy import utility enables importing vocabularies from CSV/XML and 3rd-party formats such as WAND formats.

N/A

Supports .CSV only

Faceted search (ability to filter search results by category)

N/A

Multilingual (standard for all KWizCom components) N/A

Cross-browser compatible (IE, Firefox and Google

Chrome)

N/A Partial

support



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Installation

Software prerequisites

Server Requirements

1. SharePoint 2007 / WSS 3.0 or

2. SharePoint Server/Foundation 2010/2013

Client PC Requirements

1. Windows 7+, iOS 10.8.4

2. Microsoft Internet Explorer 9+ / Mozilla Firefox (Latest version) /

Google Chrome (Latest version)

Installation Procedure

SharePoint 2007

1. Log in using SharePoint administrator account to your SharePoint

front-end server.

2. Unzip the KWizCom SharePoint Cascading Lookup Plus Field installation

zipped file on your server.

3. Double-click the .msi file in order to begin the installation.

When the installation process is complete it will recycle all

application pools automatically.

IMPORTANT: If you are upgrading an existing installation:

After you have completed the installation you may need to run

installation once again and perform a "repair" operation, due to files locked by IIS.



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1. Log in as SharePoint administrator account to your SharePoint

front-end server.

2. Download the product’s latest evaluation version (zip file) from

KWizCom’s internet web site. This evaluation version is fully

functional for 30 days.

3. Download the KWizCom SharePoint Foundation zip file:

SharePoint 2010:

http://www.kwizcom.com/objects/KWizCom%20SharePoint%20201

0%20Foundation/KWizCom%20SharePoint%20Foundation.zip

SharePoint 2013:

http://www.kwizcom.com/objects/KWizCom%20SharePoint%20201

0%20Foundation/KWizCom%20SharePoint%20Foundation%202013

.zip

REMARK:

KWizCom SharePoint Foundation is a WSP package that includes all

KWizCom’s shared utilities and licensing modules for SharePoint

2010/2013.

4. Extract both zip files’ content into the same folder on your

SharePoint’s disk.

You will need now to install and deploy these standard SharePoint

WSP packages. This can be done by using SharePoint’s

stsadm/Pwershell tools, according to Microsoft’s guidelines for

installing WSP packages.

5. For a much quicker automatic installation, right-click the

Powershell script file “SP-WSPsInstaller.ps1” and select “Run with

Powershell”. This will start the automatic installation and

deployment process.

6. At the end of the installation process, you should see all packages

deployed in the Central Admin “Server Solutions” page, and the

KWizCom SharePoint Foundation package should be deployed also

in the Central Admin web application.


http://www.kwizcom.com/objects/KWizCom%20SharePoint%202010%20Foundation/KWizCom%20SharePoint%20Foundation.zip

http://www.kwizcom.com/objects/KWizCom%20SharePoint%202010%20Foundation/KWizCom%20SharePoint%20Foundation.zip

http://www.kwizcom.com/objects/KWizCom%20SharePoint%202010%20Foundation/KWizCom%20SharePoint%20Foundation%202013.zip




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Post Installation

SharePoint 2007

1. After completing the installation, you will see a new KWizCom entry in

Windows Start -> All Programs -> KWizCom containing the following programs: About SharePoint Tagging Feature Display General Information about the component.

Activate SharePoint Tagging Feature

This utility enables you (the SharePoint Administrator) to activate the

downloaded evaluation version.

SharePoint Tagging Feature Resource Editor

This utility enables you (the SharePoint Administrator) to translate the

component to your local language.

Please review the next sections for more information about component

localization and activation.

2. In order to start working with the Tagging Feature, you have to

activate the feature in the relevant site collection/s. Go to the site settings at the root level and click on "Site collection features" located under "Site Collection Administration":



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3. Locate "KWizCom Tagging Feature" and click the "Activate" button

next to it:

That's it! Your KWizCom SharePoint Tagging Feature is up and running!

4. When you browse your SharePoint Portal/Windows SharePoint Services

site, a new Tagging Feature Web Part will be available for you under "Virtual Server Gallery".

5. In the root level's site settings you will find the "KWizCom Tagging

Feature Management":

There you can configure general settings for the KWizCom Tagging Feature (see the Administration Guide in order to find out how).



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1. After completing the package installation and deployment Activate

the Tagging Feature in the requested site collection/s:



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Un-Installation Procedure

SharePoint 2007

1. Log in using SharePoint administrator account to your SharePoint

front-end server.

2. Go to Control Panel and double-click Add or Remove Programs.

3. Select product entry and click Remove button.

4. Click Yes to approve the removal of the component.

5. Once the product was un-installed, close the Add or Remove Programs

screen.


1. Retract the solution using SharePoint central admin or by using

stsadm/powershell command line.



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Component Localization

Every KWizCom component comes with a localization utility called "Resource File Editor" that enables translation of the component user interface to any required language.

The following section describes this utility and the translation process.

Translating a KWizCom component

SharePoint 2007

1. On your Windows task bar, select:

Start->All Programs->KWizCom->SharePoint Tagging Feature web

part-> SharePoint Tagging Feature Resource Editor

2. Select your target language on the "Select Culture" drop-down list.

3. Translate all the displayed strings in the strings grid by entering a

translated value in the "Localized Value" column.

4. Click the "Create"/"Update" button in order to create/save a resource

file for the selected target language.

5. If you want to create additional resource files for more target languages,

simply repeat stages 2-4 for each language.

6. Close the utility by clicking the "Close" button.


1. Go to: C:\Program Files\Common Files\Microsoft Shared\Web Server

Extensions\[14/15]\Resources.

2. Copy the product’s resource file:

KWizCom.SharePoint.WikiPlus.TagsSupport.TagFieldType.resx

to a new resource file, and add to its name the requested language’s

suffix.

Example: to create a French resource file, copy the file to the following

file name:

KWizCom.SharePoint.WikiPlus.TagsSupport.TagFieldType.fr-FR.resx



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3. Update the copied resource file and replace the English strings with the

translated strings. The translatable strings are located inside the <data

name> nodes, in their <value> attributes.

Example:

<data name="btnAccept" xml:space="preserve">

<value>Accept Changes</value>

</data>

4. Save the new resource file.

Use the component in your preferred language

All KWizCom components use .NET localization mechanism. This means that a KWizCom component will automatically use a language resource file according to the displayed application's language (this is true for all types of components).



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Component Activation

SharePoint 2007

KWizCom components are available for evaluation prior to purchase. You

are welcome to try our components and verify that they indeed meet your needs.

The evaluation version for each KWizCom component contains all features

included in the component's production version. The only difference between the versions is that the evaluation will time-out after one month.

Once you decide to order a KWizCom component, follow the steps detailed

below:

1. Order the component on the KWizCom website –

www.KWizCom.com.

2. Send us the installed evaluation version's Product Code (you will

see the product Code on the "About" product page:

Note: Use the Activation Request web form, on KWizCom web site

to send us your product code!

3. Get the component activation key – this key will be sent to you by

email once your order is processed.



http://www.kwizcom.com/ProductReg.asp


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4. Activate your installed evaluation version - click Start -> All

Programs -> KWizCom -> SharePoint Tagging Feature ->

Activate SharePoint Tagging Feature web part


1. Order the product on the KWizCom website – www.KWizCom.com,

or contact our sales team at [email protected].

2. After the order was made, you can activate your installed

evaluation version. Activation is done by the following steps:

a. Open SharePoint Central Admin. On the main “Central

Administration” page, you will see the “KWizCom Features

Administration” icon:

b. Click the KWizCom Features Administration icon. You will be

redirected to a page that allows you to manage all your

installed KWizCom products’ licenses:



mailto:[email protected]


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c. Click the “Manage License” link next to the product that you

wish to activate. You will be redirected to that product’s

license management page:

d. Click on the “Request product code and start your evaluation

now” link, under the required license type (Farm, Web

application, Site Collection).

A product code will be generated and displayed as in the

following screenshot:



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e. Copy the product code.

f. Browse the Product Activation Request page on KWizCom’s

web site: http://www.kwizcom.com/ProductReg.

Copy your Product Code into the “Product Code” field, and

after you fill-out all other form fields, click “Send Activation

Request button.

g. Once your order is confirmed, you will receive the Activation

Code for your product by email.


http://www.kwizcom.com/ProductReg


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h. Copy the activation code into the “Activation Code” field in

the product’s license management page and click “Activate

now!” link.

That’s it! Your product is now fully activated.



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User Guide

KWizCom SharePoint Tagging Feature provides an extensive taxonomy management solution for SharePoint-based implementations:

Document Management

Collaboration workspaces

Portals

Internet web sites

This all-in-one solution supports both Web 2.0-style tagging and

hierarchical/structured categories.



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So…

Why is KWizCom's SharePoint tagging feature called:

"Enterprise Taxonomy Management Solution"?

Because KWizCom's SharePoint Tagging Feature enables you to tag external content, located in any other system in your organization!

No matter where your web content is located – you can tag it

and easily find it!

Tagging Feature modules

Tags Field Type

By using this field type you can tag any SharePoint list/library items.

The Tags field type enables contributors to tag items, Web 2.0 style:

Textual tags with

auto-complete feature



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Or connect content items to hierarchical, centrally-managed

categories:



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The “Tags” field type behaves like any other column – allowing you to use the field in list views and filter items according to tags:

Tag Cloud Web Part

The Tag Cloud web part allows you to view your tags in 4 different

convenient ways:

Tag Cloud View:

Each tag has a different size which is determined by the ratio of its

usage in comparison with other tags. This way it is easy to identify what tag your users are using the most, while still having a full picture of all site tags.

Custom View



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Tag Index View:

In this view the tags are listed and sorted alphabetically, for easier access to all tags.



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Category Tree:

In this view the tags are displayed as a category tree with parent-child relationships. This view also enables filtering tags by a tag name

(using a text box):

Text filtering enables you to display a

filtered view of your taxonomy



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Tag Menu:

In this view the tags are displayed as a menu bar, easily integrated in SharePoint's Master page to provide logical, cross-site navigation by

categories.

Tags Search page

KWizCom Tagging Feature is fully integrated with the WSS/MOSS search engine.

Once you click a tag/category it will pull up all content items (cross site &

cross site-collection) that are tagged to the selected tag:



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You can click on the item's title to see its details. Click on the

"Subscribe" link (located at the top right corner of the page) in order to receive email notification when an item has been tagged with the tag you

selected, or when a tagged item has been modified by a signed in or an anonymous user!

Tagging Feature integration with MOSS's search results page

KWizCom Tagging Feature is fully integrated with the MOSS 2007 search

results page to provide faceted search functionality – the ability to fine tune the search results by clicking a selected tag/category.

MOSS 2007

search results page

Easily embed the Tag

Cloud/Category tree and filter

search results by a selected

Tag/Category

(Faceted Search)



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Cross-system Tagging

KWizCom's SharePoint Tagging Feature now includes a new Web Service interface, which enables you to tag any web content, located anywhere in your organization!

Now you can use SharePoint to tag and search for external content with

ease, according to your organization's taxonomy structure.

Tags Import/Export

SharePoint Tagging Feature includes an import/export utility that enables you to import/export taxonomies from/to CSV files and from WAND (Domain vocabularies vendor and KWizCom partner) XML files, into/from SharePoint tags lists.

You can now deploy the taxonomy you need, matched to your company's

domain. Together KWizCom and WAND have enabled you to implement a taxonomy that includes thousands of tags/keywords in just a few minutes!



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Tagging by anonymous users

The tagging feature supports Anonymous users as well, thus enabling the

deployment of this complete tagging solution as a part of Internet web site.

Tagging from Microsoft Office applications

The “Tags” field type enables users to tag information from within Office 2007 applications. Users can tag documents directly from the Office 2007 property panel:

Control new tags creation

When creating the “tags” column, you can enable or disable the option to create new tags, by checking the "Allow users to add new tags" checkbox:



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This tool enables you to define a Tags field such that content editors are

permitted to tag content but prevented from adding new tags or deleting existing tags.

Cross browser support

KWizCom Tagging Feature is compatible with Microsoft Internet Explorer, Mozilla Firefox and Google Chrome. This makes it the perfect solution both for Intranet and Internet knowledge sharing solutions.



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Administration Guide

The KWizCom SharePoint Tagging Feature combines three major components that, together, provide a complete tagging solution:

Tag Cloud web part

Tag Field Type

Tagging client extensions

The following section will cover these three components, starting with the

Tag Cloud web part:

Tag Cloud web part - Introduction

When you browse your SharePoint Portal/Windows SharePoint services site, a new KWizCom Tag Cloud Web Part will be appear under the web part gallery:

The section below reviews the Tag Cloud web part's properties and

configuration options.

Web Part Properties & Configuration Options

The web part's properties are grouped to 3 categories:

Tags List Settings

General Settings

Display Properties

The following sections provide details about each category.



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Tags List Settings

You can connect the web part to the tags list of your choice. If you desire,

this tool enables you to manage several taxonomies in your organization.

Tags list location – choose the list location from you current site,

site collection or a remote site

Select Tags list – this drop down is updated according to the user’s previous selection (in the Tags list location radio buttons).

The drop–down displays the tags list available in the selected location.

Select a list view – this drop-down displays the views available for the selected tags list. In Tags Tree mode the selected view will be used to sort and filter the displayed tags. This enables you to define various views to filter the displayed tags/categories according to business needs (show different tags to different employees in your

organization).



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General Properties

Various properties are displayed here, according to the selected display

mode (tag cloud, tag index, tags tree or tag menu). Also included is the n option to run in advanced search mode to integrate the Tag Cloud or

the Tag Tree in the MOSS search results page (more details on this in the next section).



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Display Properties

This enables SharePoint developers to fully-customize the web part.

The web part’s UI is based on an .ascx (web user control), enabling the

interface to be fully customized by .NET developers. 'Display Properties' provides direct access to these user controls.

Tags Cloud Template Url

Tags Index Template Url

Tags Tree Template Url

Tags Menu Template Url

Stylesheet - In this field you can customize the look and feel of the

Tag Cloud web part using your own .CSS file. The Tagging Feature uses the following SharePoint styles:

Standard View Styles:

.ms-navitem



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Index View Styles:

.ms-iactionitem

.ms-pagebreadcrumbs

.ms-sitemapdirectional

To create your own style sheet, you will need to create a new .CSS file

and to save it in the style library http://<ServerName>/Style Library/en-us/Core Styles.

To create your own .CSS file, follow the steps below:

1. Create a new .CSS file using the text editor of your choice.

2. Inside the file, be sure to include the styles used by the Tagging

Feature (those you wish to change).

Example:

/* Standard View Styles */

.ms-navItem {

color:green;

font-family:"Times New Roman", Times, serif;

}

3. Once you have your CSS file in place, simply type the custom .CSS

file's URL at the top text box (titled "Stylesheet").

For example, if you placed the file in the folder mentioned above, type in the following URL: http://<ServerName>/Style Library/en-

us/Core Styles /[file_name].css

Errors

In this section you can choose to hide the error messages from the users

or to explicitly display errors for debugging purposes.



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Tagging Feature Management

The tagging feature includes a management interface that enables an

organization's knowledge officer to define how the way the feature should be used across the organization.

The management interface addresses the following topics:

Tagging Feature general settings

Tagging Feature Tags List

Adding the Tag Field to SharePoint lists/libraries

Deploying the Tag Cloud web part

Integrate the Tagging feature with MOSS advanced search

Export/Import of tags using the Tagging client extensions.

Tagging Feature General Settings

In order to configure the general setting of KWizCom's SharePoint Tagging

Feature, go to the root level site settings and click on the "KWizCom Tagging Feature Management" link located under "Site Administration Settings".

This page allows you to configure the following settings:



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Allow users to create new tags lists – checking this checkbox

will enable users creating “Tags” list columns, to define a new tags list. If you want all Tags columns to be connected to the same central Tags list – you can disable this option.

Subscriptions – This allows you to define an alert message that

will be sent to users who subscribed for alerts regarding a specific Tag. Users can stop receiving alerts clicking the "Unsubscribe" link

within the alert message.



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Tag Cloud Web Part – Allows you to define minimum font size.

This setting is needed when the web part displays many tags which may cause the font size to reduce.

Add Tags Lists- This option allows you to create new tag lists under any site you chose.

Rename Tag- This option redirects you to 'Tag rename' page

where you can chose the tag list and the original tag and change its value. The new value will be updated in all items tagged to this tag.

Tags Lists – This table allows you to manage all tags lists available across your sites. Here you can manually add new tags/delete existing tags and manage child-parent relationships between tags

(hierarchy).



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Managing Tags Lists

Tags lists are lists that contain the tags used across all sites. By default, a single Tags list is created at the Site Collection level, allowing you to deploy and manage tagging at the site collection scope.

When you manually add a new tag to this list you will need to fill in the

following fields:

Title – The current tag's title.

Counter – for new tags inserted manually the value should be 0

(this value affects the tag’s displayed size in the tag cloud). WARNING: Do NOT update tags records manually unless you wish to add new or delete existing records. (Renaming a tag is done using the 'Rename Tag' option

described above)

Alerts List – List of email addresses of subscribed users.

Parent – defines parent tag of this tag. This is how you define

tag hierarchy manually.



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Adding the Tag Field to SharePoint lists

After completing the installation and activation of the SharePoint Tagging

Feature, a new field type will be added to your SharePoint solution.

In order to start using the Tagging Feature, you will need to add a new

"Tags" column to the lists/libraries that you wish to tag:

New Field type is

available



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The new field type has several properties you can configure:

Tagging method – Choose "Textual tags" for Web 2.0-style

tagging behavior (here users can write tags in a textbox with auto-complete functionality), or "Hierarchical category tree" to provide a "Browse" button enabling users to select categories from a taxonomy hierarchical tree.

Render tags as links limit – if you have a very large amount

of tags (thousands), you may want to limit the number of displayed tags, when a user clicks the “Show All” link below the Tags field (in Edit/Add mode). We have added this option in order to avoid reduced

performance due to exceptional amount of tags.

Allow users to add new tags – Choose "Yes" if you wish to

enable users to contribute new tags to the shared taxonomy. Choosing "No" will enable users to use existing tags only.



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Automatically tagging email- Enable automatically tagging

emails on incoming emails enabled libraries, use the following syntax in the email subject to tag: {TAG:[tag1;tag2;tag3]}

Source List – you can choose to connect a Tags field to an

existing Tags list in various scopes (current site collection, this site, any other remote site), or to create a new Tags list.

This means that you can deploy the Tagging feature for cross-organization taxonomy management (where everyone use a central, shared Tags list) AND for local taxonomies (on the department/team level).

Sort & Filter items by view - This field enables defining a

required filtering and sorting of the displayed tags/categories in the Tags field.



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Integrate the Tagging feature with MOSS search

results page

KWizCom Tag Cloud web part can integrate with MOSS search results

page to apply advanced filtering to your search results - supported in “Tag Cloud” and “Tag Tree” modes.

This provides faceted search functionality and can be integrated with the free faceted search add-on for SharePoint, available in codeplex: http://www.codeplex.com/FacetedSearch.

Here's how to integrate your SharePoint Tagging Feature with the MOSS

2007 search results page:

Step 1:

a. Go to your Search Center advanced results page

b. Click site settings -> edit page c. Add “KWizCom Tag Cloud” web part d. Open the web part properties pop-up e. Select the tags list you wish to connect to

f. Go to the "General Settings" tab g. In “Display Mode” select “Tag cloud” or “Tag Tree” h. Check the “Run in advanced search mode” checkbox:


http://www.codeplex.com/FacetedSearch


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i. Under that a new property will appear: “advanced search

property name.” Enter the mapped property name you created in your SSP (see step 2 - change only if you changed the value in “2.e”).

j. Click ok in the pop-up, and in the web part properties pane, publish your changes to the page and you are done.

Step 2: Configure your SSP Search service to index Tags Fields.

a. Open your SSP home page: (Central administration -> Shared Services Providers)



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b. Click “Search Settings”:



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c. Click “Metadata Property Mappings”:



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d. Select “New Managed Property”:



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e. Set the property name to “TagsFieldForSearch” (if you select a

different property name you will have to update it later in the web part). Leave checked the radio button “include values from all crawled properties mapped” and hit the “Add Mapping” button:



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f. Type “tagsfieldfor” and hit the find button. Add all properties to the

mapping. You will have to add them one at a time. (* if you cannot see rating fields in the list, make sure you have some rating fields created. If you do have a few rating fields created already you may need to perform a full indexing before you can select them in this window.)

g. Once you are done adding all fields, hit OK to confirm the creation of the new managed property.

h. You will need to perform full indexing of your SharePoint content sources before changes will take effect.



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KWizCom Tagging Feature Client Extensions

The KWizCom Tagging Feature Client Extensions zip file (located in the product "download" page on KWizCom web site) contains the following tools:

TaggingFriend.exe - an example application for client (including

source code) that demonstrates how to interface with the Tagging Feature Web Service in order to tag external content.

TagsExportImport.exe – now you can easily import/export tags from/to .CSV files and from WAND* taxonomy XML files, enabling you to deploy taxonomy in just few minutes!

TaggingFriend.exe

The SharePoint Tagging Feature includes a Web Service API that enables using the taxonomy management services (tagging, finding content according to requested tag) also from external systems in your organization.

The Web Service API is fully described in the "KWizCom Tagging Feature Web Service API – Developer Guide.pdf" document (located in the KWizCom Tagging Feature Client Extensions zip file).

TaggingFriend.exe utility enables you to tag any web content (URL) via the Web Service API.

For additional information, please download the KWizCom Tagging Feature Client Extensions.zip file and review the README file.



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TagsExportImport.exe utility

This application allows you to rapidly deploy a required taxonomy by importing/exporting tags from/to CSV/XML files.

Import taxonomy from a file into SharePoint Tagging list

Importing taxonomy (structure of tags/hierarchical tree of tags) is done in the following stages:

1. Insert the URL of the site which hosts the tags lists you wish to

update into the "Tags web url" fields and click the "Load Tags Lists" button. The "Tags list name" drop-down should display the available Tags

lists.

2. Select the tags list into which you want to load tags from an external file ("Tags Collection" in the screenshot above).

3. Click the "Load from file" button. Select a CSV/XML* files that contain the tags you wish to import

and click "Open":



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Note:

The CSV and XML files must be in a specific format.

The KWizCom Tagging Feature Client Extensions zip file

contains 2 sample files: Drinks.csv and Drinks.xml which define the exact structure of the imported files.

4. The content of the selected file will be displayed:



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5. Click "Update tags list" to update the tags from the imported file

into the SharePoint Tagging Feature tags list. Once the import process is finished you will see an "Updated" message box.

That's it!

Now the imported tags appear in your SharePoint tags list and are ready to be used for tagging and browsing content.

Export existing SharePoint Tagging Feature taxonomy to a file

Exporting your existing taxonomy (the content of your SharePoint Tags

list/s) to a .CSV file is done in the following stages:

1. Insert the URL of the site which hosts the tags lists you wish to update into the "Tags web url" fields and click the "Load tags lists"

button. The "Tags list name" drop-down should display the available Tags lists.

2. Select the tags list from which you want to export tags and click

"Load tags from existing list" button:

After you open a tags file its content is displayed in the main

text area



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3. Click the "Save to file" button, select a new file name and click the "Save" button:



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That's it!

Now you have a .csv file with the exported taxonomy. This enables you to move/copy taxonomies between SharePoint

servers, or export taxonomy from your SharePoint server to other LOB systems in your organization.

* Remark: Deleting tags is not possible using this tool, which may be

done only through the Tagging Feature Administration page, under the Site Administration.



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FAQ

Why do I need the SharePoint Tagging

Feature?

Very simple:

When you rely on the SharePoint out of the box Search mechanism it is difficult to find what you're looking for – sometimes you don’t get the

needed results, or you can get too many results. This is frustrating and precious work-time is wasted on finding content. SharePoint Tagging Feature enables you retrieve the content you need much faster – no time wasted and no frustration. KWizCom's SharePoint Tagging Feature provides employees with user friendly, effective tools to tag/categorize and retrieve content (documents, articles, tasks or any other piece of content).

The immediate outcome is greater productivity, time and money is saved!

Does the Tagging feature support hierarchical

category trees?

Yes, SharePoint Tagging Feature supports all types of content tagging:

Hierarchical tagging – in this method a central hierarchical

taxonomy is managed by authorized users and used by content editors who can select tags/categories with which to tag their content.

Web 2.0 tagging – in this method tags are managed as a flat list

of keywords. In the classical Web 2.0 "spirit", all users can contribute to this central tags repository and those tags that are used most will be displayed accordingly by the Tag Cloud (they will appear larger, growing in proportion to their popularity).

Does the Tagging Feature support WSS?

Yes. SharePoint Tagging Feature works both with SharePoint Server 2007/WSS 3.0 and SharePoint 2010 & 2013/SharePoint Foundation.



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How do I create new tags?

New tags can be created in various ways:

In Web 2.0-style tagging mode, any user can add new tags using

the "Tags" field. These tags are added to the central, shared tags list/s.

The administrator can add tags using the Tagging Feature

management page.

You can import tags from .CSV/XML taxonomy files, using the

import/export utility included with this feature.

We already have a defined taxonomy; can we

import it to SharePoint?

Yes you can!

SharePoint Tagging Feature includes an import/export utility that enables you to import tags/hierarchical category trees from .CSV and XML files.

You can also export the taxonomy from SharePoint to .CSV files, enabling you to move/copy taxonomy lists between servers and systems.

Can we use SharePoint Tagging Feature to

implement a central, cross site taxonomy in

our company?

Yes you can!

SharePoint Tagging Feature works in various scopes according to your

needs:

Site

Cross site

Cross site collection

Cross system (!!):

By providing web service API, you can now tag any web content located in any system in your organization!



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How do I delete tags?

If you have administrative permissions on the site collection - go to the Tagging Feature Settings page under the site collection setting to delete the tag/s.

How do I rename a tag?

If you have administrative permissions on the site collection - go to the Tagging Feature Settings page under the site collection setting and use the 'Rename Tag' page. This is the only way to make sure the tag value changes in all tagged items.

Do I need to install anything to use the

Tagging client extensions?

No. The Tagging client extensions consist of execution files which are used simply by running them - no install necessary.

Do I have to install anything on my company's

client-PCs?

No. KWizCom SharePoint Tagging Feature is a server installation.


Documents

Installation & User Guide - SharePoint Web Parts & add-ons ... · PDF fileUser Guide ... SharePoint 2013: ... You will need now to install and deploy these standard SharePoint