SharePoint Saturday Vietnam 8th - managed

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  • 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