Module 2

Developing Managed Metadata Solutions

Hello

• Name: Nguyen Thanh Binh

• Technical Program Manager – Appvity

(www.appvity.com)

• Microsoft Certified Trainer (MCT)

• Contacts:

• Email: binhtnguyen@live.com

• LinkedIn: http://vn.linkedin.com/in/binhthanhng

• Twitter: @binhtnguyen

Agenda

•Understanding Managed Metadata

•Configuring Managed Metadata Term Sets

•Working with Managed Metadata Fields

Agenda

•Understanding Managed Metadata

•Configuring Managed Metadata Term Sets

•Working with Managed Metadata Fields

Understanding Managed Metadata

•Overview of Managed Metadata

• The Managed Metadata Service Application

• Term Store Hierarchy

•Understanding Terms

Overview of Managed Metadata

•Managed metadata encourages users to tag

content with a consistent set of terms and

keywords

• Terms

• Keywords

• Hashtags

•Using Managed Metadata Fields

•Managed Metadata in Other SharePoint Services

(important!)

The Managed Metadata Service Application

• The Managed Metadata Service Application

•Configuring the Service Application:

• Starting the Managed Metadata Web Service

• Creating the Service Application

$serviceAppPool = Get-SPServiceApplicationPool "SharepointServicesPool"

$metaDataServiceApp = New-SPMetadataServiceApplication –Name "Managed

Metadata Service Application" –ApplicationPool $serviceAppPool –DatabaseServer

"LONDON" –DatabaseName "MetadataServiceDB"

New-SPMetadataServiceApplicationProxy –Name "Managed Metadata Service Application Proxy" –ServiceApplication $metaDataServiceApp –DefaultProxyGroup

Term Store Hierarchy

• Term Stores

• Term store administrators

• The Term Store Management Tool

•Groups

• Group Managers

• Group Contributors

• Term Sets

• Term Set Owners

• Term Set Contacts

• Term Set Stakeholders

Understanding Terms

• Labels

• Synonyms

• Abbreviations

• Languages

•Copying, Reusing and Pinning Terms

• Copied terms are independent of the source term

• Re-used terms are single terms that appear in multiple locations

• Pinned terms are re-used terms that can only be edited in one location

•Custom Properties

•Availability and Deprecation

Overview

•Understanding Managed Metadata

•Configuring Managed Metadata Term Sets

•Working with Managed Metadata Fields

Configuring Managed Metadata Term Sets

•Obtaining Taxonomy Sessions and Term Stores

•Creating Groups and Term Sets

•Creating Terms

•Demonstration: Building a Term Set with the

Server-Side Object Model

•Using Terms

•Managing Permissions and Stakeholders

•Demonstration: SharePoint hosted app to manage

metadata objects such as groups and term sets, by

using the JavaScript CSOM

Obtaining Taxonomy Sessions and Term Stores

•Opening a Taxonomy Session

•Opening a Term Store

TaxonomySession taxonomySession = new TaxonomySession(siteCollection);

TermStore termStore = taxonomySession.TermStores[

"Managed Metadata Service Application Proxy"];

Creating Groups and Term Sets

•Working with Groups

•Working with Term Sets

vehiclesGroup = termStore.CreateGroup("Vehicles",

groupGUID);

termStore.CommitAll();

carsTermSet = vehiclesGroup.CreateTermSet("Cars",

termSetGUID);

termStore.CommitAll();

Creating Terms

•Creating New Terms

Guid newTermGUID =

new Guid("02639124-4dfa-4174-89d2-4f506f3a5d55");

termSet.CreateTerm("Mini Van", 1033, newTermGUID);

termStore.CommitAll();

Demo: Building a Term Set with the Server-Side Object Model

In this demonstration, you will see how to:

•Add references to a console application to work

with SharePoint managed metadata.

•Connect to a taxonomy session and open a term

store.

•Obtain or create a new group in a term store.

•Obtain or create a new term set in a group.

•Create a new term and commit changes to the

term set.

Using Terms

•Creating Labels

•Reusing Terms

•Reusing Terms with Pinning

Label newLabel = miniVanTerm.CreateLabel("Camper Van",

cultureID, false);

Term reusedTerm = destinationTerm.ReuseTerm (sourceTerm);

Term reusedTerm = destinationTerm.ReuseTermWithPinning (sourceTerm);

Managing Permissions and Stakeholders

• The TaxonomyRights Enumeration

•Checking Permissions

•Adding Contributors and Managers to Groups

•Adding Stakeholders to TermSets

group.DoesUserHavePermissions(TaxonomyRights.Contributor)

group.AddContributor("CONTOSO\\MelissaK");

group.AddGroupManager("CONTOSO\\BartD");

Demo: JavaScript CSOM

•Creating and Configuring the Corporate Structure

App

•Displaying the Existing Taxonomy Groups

•Creating a Group, a Term Set, and Terms

Overview

•Understanding Managed Metadata

•Configuring Managed Metadata Term Sets

•Working with Managed Metadata Fields

Working with Managed Metadata Fields

•Creating Managed Metadata Fields

• Single-Value Fields

•Multiple Value Fields

Creating Managed Metadata Fields

•Creating a Managed Metadata Field

•Creating a Connected Hidden Note Field

•Connecting a Managed Metadata Field to a Term

Set

•Demonstration: Create MMD fields

Single-Value Fields

•Reading Single-Valued Taxonomy Fields

• Get the item

• Cast the field value as a TaxonomyFieldValue

• Use the Label and TermGuid properties

• Setting Single-Valued Taxonomy Fields

• Get the field and the item

• Cast the field and a TaxonomyField

• Create a new TaxonomyFieldValue and set its

properties to match a term.

• Call the SetFieldValueByValue() method.

• Update the item.

Multiple Value Fields

•Reading Multi-Valued Taxonomy Fields

• Get the item

• Cast the field value as a TaxonomyFieldValueCollection

• Loop through the collection

• Setting Multi-Valued Taxonomy Fields

• Get the item

• Cast the field as a TaxonomyField

• Concatenate a string of term labels and GUIDs

• Pass the string to the TaxonomyFieldValueCollection

constructor

• Call the SetFieldValueByValueCollection()method

• Update the item.

THANK YOU!

Q&A