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Managed Meta Data Service – Using Term store in the real world beyond the taxonomy and tagging. …

Managed Meta Data Service – Using Term store in the real world beyond the taxonomy and tagging.

SharePoint Saturday The Conference spstcdc,spstcc

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  • 1. Managed Meta Data Service – Using Term store in the real worldbeyond the taxonomy and tagging.Track – Devp300
    Welcome to SharePoint Saturday—The Conference
  • 2. Welcome to SharePoint Saturday—The Conference
    Thank you for being a part of the first SharePoint Saturday conference
    Please turn off all electronic devices or set them to vibrate.
    If you must take a phone call, please do so in the hall so as not to disturb others.
    Open wireless access is available at SSID: SPSTC2011
    Feel free to “tweet and blog” during the session
    Thanks to our Diamond and Platinum Sponsors:
  • 3. About Me
    I am a Microsoft Techie focused on SharePoint and .Net development.
    I am a SharePoint Consultant with over 8 yrs of industry experience and have been working on SharePoint from 2007 and 2010 from beta times.
    Currently working at the World Bank, DC
    Worked at federal, non- profit and member organizations for providing SharePoint based solutions for Intranet, Internet and Extranet scenarios and has performed the roles of administrator, developer, designer, and architect.
    Blogs at
  • 4. What is Managed Metadata ?Every Site column is Metadata ?Why Managed Metadata?
    Managed Metadata is a hierarchical collection of centrally managed terms that you can define at FARM level, and then use as attributes for items.
  • 5. Major building block in Enterprise Content Management in SP 2010.
    Use managed metadata.
    Share content types across site collections and Web applications
    SharePoint 2010 Managed Metadata Service Application
  • 6. Term store: A database that stores both managed terms and managed keywords.
    Group: In the term store, all term sets are created within groups. In other words, group is the parent container for term sets.
    Term set: A collection of related terms.
    Term: A word or phrase that can be associated with an item in SharePoint Server 2010.
  • 7. Managed term: A term that can be created by users only with the appropriate permissions and often organized into a hierarchy. Managed terms are usually predefined.
    Managed keyword: A word or phrase that has been added to SharePoint Server 2010 items. All managed keywords are part of a single, non-hierarchical term set called the keyword set.
  • 8. Demo: Term Store Management Tool
    • Central Administration
    • 9. Site Collection
  • Using Term Store set Management Tool
    Global Term set/Local Term Set
    Metadata-driven Navigation and key filters
    Search Refinement Panel guided navigation
    Taxonomy web tagging control
    Ajaxification on the fields
    End-User Experience
    Demo: End-User Experience
  • 10. Administrator Experience
    Steps to Enable Managed Metadata on Your Server
    The Term Store Management Tool (TSMT) enabled below operations on term sets
    Duplicate (for polyhierarchy)
    merge terms
    manage permissions on term stores
    Demo: Administrator Experience
  • 11. Provisioning of Managed Metadata Service Application
    Central Administration
  • 12. Power Shell code
    ## Settings you may want to change ##
    $databaseServerName = “"
    $saAppPoolName = "Managed Meta Data Services"
    $mmdappPoolUserName = “Contosospadmin"
    ## Service Application Service Names ##
    $metadataSAName = "Managed Metadata Web Service"
    Write-Host"Creating Metadata Service and Proxy..."
  • 13. $saAppPool = Get-SPServiceApplicationPool-Identity $saAppPoolName -EA 0
    if($saAppPool -eq $null)
    Write-Host "Creating Managed Meta Data Service Application Pool..."
    $appPoolAccount = Get-SPManagedAccount-Identity $mmdappPoolUserName -EA 0
    if($appPoolAccount -eq $null)
    Write-Host "Please supply the password for the Service Account..."
    $appPoolCred = Get-Credential $mmdappPoolUserName
    $appPoolAccount = New-SPManagedAccount-Credential $appPoolCred -EA 0
    $appPoolAccount = Get-SPManagedAccount-Identity $mmdappPoolUserName -EA 0
    if($appPoolAccount -eq $null)
    Write-Host "Cannot create or find the managed account $mmdappPoolUserName, please ensure the account exists."
    Exit -1
    New-SPServiceApplicationPool-Name $saAppPoolName-Account $appPoolAccount -EA 0 > $null
  • 14. New-SPMetadataServiceApplication-Name $metadataSAName-ApplicationPool $saAppPoolName-DatabaseServer $databaseServerName-DatabaseName "MetadataDB" > $null
    New-SPMetadataServiceApplicationProxy-Name "$metadataSAName Proxy" -DefaultProxyGroup-ServiceApplication $metadataSAName > $null
    Get-SPServiceInstance | where-object {$_.TypeName -eq "Managed Metadata Web Service"} | Start-SPServiceInstance > $null
  • 15. Planning Managed Metadata Service
    Identify term sets.
    Identify the owner of each term set.
    Determine term set groups.
    Define term sets
    Global term sets vs local term sets
  • 16. Planning Managed Metadata Service
    Governance and import from Enterprise data( a timer job import)
    Migrating from DEV,STG,PROD
    Third party tools
    Custom apps with csv/xml defined schema storing the GUID’s
  • 17. Plan to import managed metadata
    Locate the existing data.
    Organize the data into SharePoint Server managed metadata.
    Clean up the existing data.
    Format the existing data into files to be imported.
    Import the managed metadata.
    Merge terms and add synonyms and translations
  • 18. Benefits of Using Managed Metadata
    More consistent use of terminology
    Better search results
    Centralized management of Taxonomy for Enterprise
    Availability of Taxonomy for the Enterprise
  • 19. Developer Experience
    Use the Term store API’s to create programmatically create term sets/terms, add terms
    Import CSV file to create terms programmatically.
    Use TaxonomyWebTaggingControl
    Use TaxomomyFieldControl for rendering existing columns
  • 20. Term Store API’s(Microsoft.SharePoint.Taxonomy)
    Reference assembly C:Program FilesCommon FilesMicrosoft SharedWeb Server Extensions14ISAPIMicrosoft.SharePoint.Taxonomy.dll
    TaxonomySession class
    TermStore class
    Group class
    SetDescription method
  • 21. Real World Scenarios
    Using the TaxonomyWebTaggingControl.
    Using TaxonomyFieldControl.
    Tagging Site Collections/webapplications and results through search API’s.
    Use the term set for navigation for building navigation control.
    Sample 0
    Sample 1
    Sample 2
    Sample 3
  • 22. Demo: Samples
    Sample 0
    Sample 1
    Sample 2
    Sample 3
  • 23. Tips & Tricks
    User SPManager 2010 for creating Taxonomy Field Columns programmatically or through XML
    Add the event receiver
  • 24. Gotchas
    TaxonomyHiddenList behind the scenes and everything is GUID 
    The site columns are bound to the GUID( not the term store/set/term value)
    Import Manager/Import TermSet cannot import labels/synonyms .
    Available only through TSMT and Taxonomy API( CreateLabel)
    The GUID’s for all the entities in TSMT will be different in different farms.
    Third party.
    Database backup/restore.
    Custom app with API to have the GUID migrated over.
  • 25. Limitations
    No Infopath /Workspace Support yet
    Read only in DataSheet View
    General issues of restoring global and local term sets across environments.
    Plan a timer job to write xml with GUID’s on the file system 14 hive for both Global and Local Term sets.
    Blank site template feature is not activated
    Enable-SPFeature -Identity " 73EF14B1-13A9-416b-A9B5-ECECA2B0604C " –Url http://sp2010
    250 terms per managed columns
    TaxonomyFieldControl, TaxonomyWebTaggingControl are sealed classes.
    Need to write custom field control for any custom requirements.
  • 26. References
    Boundaries and Capacity planning for Term store
    Object Model
    Term Set API’s
    Provisioning Site Columns
    Search : Querying on managed terms fields
    TaxonomyPickerControl issue:
  • 27. Q&A
    Thank you very much for joining the presentation.
  • 28. Thanks to Our Other Sponsors!
    Thanks to our Sponsors
  • 29. Session Evaluation
    Please complete and turn in your Session Evaluation Form so we can improve future events. Survey can be filled out at:
    Presenter: Atul Chhoda
    Session Name: Managed Meta Data Service – Using Term store in the real world beyond the taxonomy and tagging.
    Session No.:Fri-S2C-107