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Code Tax: ProgrammingWith The Taxonomy API  In SharePoint 2010       PATRICK TUCKER
About Me• PATRICK TUCKER   • STRATEGIC DATA SYSTEMS, MS GOLD PARTNER   • PRINCIPAL CONSULTANT, SHAREPOINT   • MCT, MCTS, M...
The Managed Metadata      ExperienceHOW DO WE INTERACT WITH MANAGED METADATA IN SHAREPOINT?
Managed Metadata and Taxonomy• MANAGED METADATA SERVICE APPLICATION• TAXONOMY TERM STORE• TERM SETS• MANAGED METADATA COLU...
Taxonomy Term Store• AVAILABLE THROUGH MANAGED  METADATA SERVICE• COMPRISED OF SYSTEM OR ADMIN  CREATED TERM SETS• TERM SE...
Where are term sets surfaced?• MANAGED METADATA COLUMNS                                • THE TAXONOMY PICKER CONTROL      ...
Behind the Scenes• TAXONOMIES ARE STORED IN A SINGLE DATABASE• EACH ROOT SITE IN A SITE COLLECTION CONTAINS A “TAXONOMYHID...
The Taxonomy APIWORKING WITH THE MANAGED METADATA SERVICE PROGRAMMATICALLY
Options• SERVER SIDE OBJECT MODEL (MICROSOFT.SHAREPOINT.TAXONOMY)• THE TAXONOMY CLIENT SERVICE• DECLARATIVE XML• POWERSHELL
Object Model• NEED TO REFERENCE MICROSOFT.SHAREPOINT.TAXONOMY DLL• ENTRY POINT IS A NEW TAXONOMY SESSION, CONNECTS   TO   ...
Terms and Synonyms                     • EACH TERM MAY BE MARKED AS                       AVAILABLE FOR TAGGING           ...
Creating New Items In The Term Store• GET A REFERENCE TO SESSION . . . TERM STORE• THE TERMSTORE CLASS CONTAINS A CREATEGR...
DEMO• TRAVERSE THE HIERARCHY OF GROUPS, TERM SETS AND TERMS• DISPLAY THE HIERARCHY IN A TREE VIEW CONTROL VIA A CUSTOM   W...
The Taxonomy Client Service• THE TAXONOMYCLIENTSERVICE.SVC IS AVAILABLE, BUT LIMITED• OPERATIONS TO RETRIEVE TERM STORE IT...
Taxonomy Client Service• NAVIGATE TO HTTP://SITECOLLECTIONURL/_VTI_BIN/TAXONOMYCLIENTSERVICE.ASMX• DO YOU KNOW THE GUIDS O...
The Taxonomy Field Type• CUSTOM LIST DEFINITIONS WILL NEED TO CREATE THE FIELD – DECLARATIVELY OR  PROGRAMMATICALLY• THIS ...
List Definition • DEFINING A NEW LIST IN A FEATURE   OR SITE DEFINITION WILL ALSO DEFINE LIST FIELDS     • (NOTES FIELD AN...
The Taxonomy Picker Control• ALLOWS THE USER   TO SELECT TERM(S) TO TAG CONTENT• THE CONTROL SHOWS UP ON NEW AND EDIT FORM...
DEMO• USE THE TAXONOMY WEB SERVICE TO DISPLAY TERM STORE   ITEMS• CREATE A CUSTOM LIST DEFINITION THAT CONTAINS A MANAGED ...
The Undiscovered Country WHAT’S NEW WITH MANAGED METADATA IN SHAREPOINT 2013?
So what’s changed in 2013?• MANAGED METADATA NAVIGATION   • TERMS INTENDED USE MAY BE FOR NAVIGATION   • TARGET PAGES ARE ...
Q and A• PATRICK.TUCKER@SDS-CONSULTING.COM | TUCKERSNET@LIVE.COM• BLOG: WWW.TUCKERSNET.COM• TWITTER: @TUCKERSNET
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Code Tax: Programming with the Taxonomy API in SharePoint 2010 by Patrick Tucker - SPTechCon

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Transcript of "Code Tax: Programming with the Taxonomy API in SharePoint 2010 by Patrick Tucker - SPTechCon"

  1. 1. Code Tax: ProgrammingWith The Taxonomy API In SharePoint 2010 PATRICK TUCKER
  2. 2. About Me• PATRICK TUCKER • STRATEGIC DATA SYSTEMS, MS GOLD PARTNER • PRINCIPAL CONSULTANT, SHAREPOINT • MCT, MCTS, MCPD, MCITP, MCSD, MCAD, MCDBA • PATRICK.TUCKER@SDS-CONSULTING.COM | TUCKERSNET@LIVE.COM • BLOG: WWW.TUCKERSNET.COM • TWITTER: @TUCKERSNET
  3. 3. The Managed Metadata ExperienceHOW DO WE INTERACT WITH MANAGED METADATA IN SHAREPOINT?
  4. 4. Managed Metadata and Taxonomy• MANAGED METADATA SERVICE APPLICATION• TAXONOMY TERM STORE• TERM SETS• MANAGED METADATA COLUMN TYPE
  5. 5. Taxonomy Term Store• AVAILABLE THROUGH MANAGED METADATA SERVICE• COMPRISED OF SYSTEM OR ADMIN CREATED TERM SETS• TERM SETS MAY BE GLOBAL OR LOCAL, OPEN OR CLOSED• HIERARCHICAL • GROUPS CONTAIN TERM SETS • TERM SETS CONTAIN TERMS • TERMS MAY HAVE A DEFAULT LABEL AND OTHER LABELS (SYNONYMS)
  6. 6. Where are term sets surfaced?• MANAGED METADATA COLUMNS • THE TAXONOMY PICKER CONTROL • THE DOCUMENT INFORMATION PANEL
  7. 7. Behind the Scenes• TAXONOMIES ARE STORED IN A SINGLE DATABASE• EACH ROOT SITE IN A SITE COLLECTION CONTAINS A “TAXONOMYHIDDENLIST”• THE “TAXONOMY UPDATE SCHEDULER” TIMER JOB SYNCS HOURLY TO UPDATE THIS LIST• TAXONOMY FIELD VALUES ARE IMPLEMENTED AS LOOKUP COLUMNS• THE “MANAGED METADATA” FIELD IS ACTUALLY COMPRISED OF MULTIPLE COLUMNS • TAXKEYWORDTAXHTFIELD • TAXCATCHALL • TAXCATCHALLLABEL
  8. 8. The Taxonomy APIWORKING WITH THE MANAGED METADATA SERVICE PROGRAMMATICALLY
  9. 9. Options• SERVER SIDE OBJECT MODEL (MICROSOFT.SHAREPOINT.TAXONOMY)• THE TAXONOMY CLIENT SERVICE• DECLARATIVE XML• POWERSHELL
  10. 10. Object Model• NEED TO REFERENCE MICROSOFT.SHAREPOINT.TAXONOMY DLL• ENTRY POINT IS A NEW TAXONOMY SESSION, CONNECTS TO MMS INSTANCE• CLASSES IN TAXONOMY NAMESPACE MIRROR HIERARCHY SEEN IN TERM STORE MANAGEMENT TOOL • TAXONOMYSESSION CLASS • TERMSTORE CLASS (TAKES NAME OF MMS PROXY) • GROUP CLASS • TERMSET CLASS • TERM CLASS (MAY CONTAIN NESTED TERMS)
  11. 11. Terms and Synonyms • EACH TERM MAY BE MARKED AS AVAILABLE FOR TAGGING • EACH TERM HAS A DEFAULT LABEL • SYNONYMS ARE ADDED UNDER THE “OTHER LABELS” SECTION • SYNONYMS ARE EXPOSED IN CODE THROUGH A LABELS COLLECTION ON EACH TERM. THE DEFAULT LABEL IS THE FIRST TERM IN THE COLLECTION.
  12. 12. Creating New Items In The Term Store• GET A REFERENCE TO SESSION . . . TERM STORE• THE TERMSTORE CLASS CONTAINS A CREATEGROUP METHOD• THE GROUP CLASS CONTAINS A CREATETERMSET METHOD• THE TERMSET CLASS CONTAINS A CREATE TERM METHOD Tips to Remember . . .• ADDING ITEMS TO THE TERM STORE IS TRANSACTIONAL. WE MUST REMEMBER TO CALL “COMMITALL()”
  13. 13. DEMO• TRAVERSE THE HIERARCHY OF GROUPS, TERM SETS AND TERMS• DISPLAY THE HIERARCHY IN A TREE VIEW CONTROL VIA A CUSTOM WEB PART• CREATE A NEW GROUP, TERM SET AND TERMS PROGRAMMATICALLY• RETRIEVE AND DISPLAY THE NEWLY CREATED TERMS
  14. 14. The Taxonomy Client Service• THE TAXONOMYCLIENTSERVICE.SVC IS AVAILABLE, BUT LIMITED• OPERATIONS TO RETRIEVE TERM STORE ITEMS AND ADD TERMS ARE AVAILABLE
  15. 15. Taxonomy Client Service• NAVIGATE TO HTTP://SITECOLLECTIONURL/_VTI_BIN/TAXONOMYCLIENTSERVICE.ASMX• DO YOU KNOW THE GUIDS OF YOUR TERM STORE AND TERM SET?• XML PARSING IS IN YOUR FUTURE
  16. 16. The Taxonomy Field Type• CUSTOM LIST DEFINITIONS WILL NEED TO CREATE THE FIELD – DECLARATIVELY OR PROGRAMMATICALLY• THIS FIELD IS EXPOSED IN THE UI VIA THE TAXONOMY PICKER CONTROL (NOT AVAILABLE IN INFOPATH OR THE DATASHEET VIEW)• PAGE LAYOUTS MAY ALSO MAKE USE OF THIS FIELD TYPE TO TAG PAGES AS WELL AS ITEMS AND DOCUMENTS
  17. 17. List Definition • DEFINING A NEW LIST IN A FEATURE OR SITE DEFINITION WILL ALSO DEFINE LIST FIELDS • (NOTES FIELD AND LOOKUP FIELDS)• DECLARATIVE APPROACH • PROGRAMMATIC APPROACH • WILL NEED SSPID AND TERM SET GUIDS IN XML • ALSO WORKS WITH PARTIAL DECLARATIVE CODE
  18. 18. The Taxonomy Picker Control• ALLOWS THE USER TO SELECT TERM(S) TO TAG CONTENT• THE CONTROL SHOWS UP ON NEW AND EDIT FORMS• THE CONTROL MAY BE USED ON CUSTOM PAGE LAYOUTS
  19. 19. DEMO• USE THE TAXONOMY WEB SERVICE TO DISPLAY TERM STORE ITEMS• CREATE A CUSTOM LIST DEFINITION THAT CONTAINS A MANAGED METADATA COLUMN• WORK WITH A CUSTOM PAGE LAYOUT TO VIEW THE CURRENT TERM AND SYNONYMS• RETRIEVE AND DISPLAY THE NEWLY CREATED TERMS
  20. 20. The Undiscovered Country WHAT’S NEW WITH MANAGED METADATA IN SHAREPOINT 2013?
  21. 21. So what’s changed in 2013?• MANAGED METADATA NAVIGATION • TERMS INTENDED USE MAY BE FOR NAVIGATION • TARGET PAGES ARE ATTACHED TO TERMS AND DRIVE THE NAVIGATION OF THE SITE• CSOM – CLIENT SIDE OBJECT MODEL SUPPORT • AVAILABLE TO .NET, SILVERLIGHT AND JAVASCRIPT • PROJECTS MAY REFERENCE THE MICROSOFT.SHAREPOINT.CLIENT.TAXONOMY ASSEMBLY• DATASHEET VIEW SUPPORT FOR THE MANAGED METADATA COLUMN TYPE• CUSTOM PROPERTIES MAY BE ADDED TO A TERM TO STORE ADDITIONAL DATA • MORE THAN JUST ADDITIONAL LABELS, THIS IS A DICTIONARY OF METADATA FOR YOUR METADATA
  22. 22. Q and A• PATRICK.TUCKER@SDS-CONSULTING.COM | TUCKERSNET@LIVE.COM• BLOG: WWW.TUCKERSNET.COM• TWITTER: @TUCKERSNET
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