SharePoint Saturday Vietnam 8th - managed metadata

1. Module 2
Developing Managed Metadata
Solutions

2. 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

3. Agenda
• Understanding Managed Metadata
• Configuring Managed Metadata Term Sets
• Working with Managed Metadata Fields

4. Agenda
• Understanding Managed Metadata
• Configuring Managed Metadata Term Sets
• Working with Managed Metadata Fields

5. Understanding Managed Metadata
• Overview of Managed Metadata
• The Managed Metadata Service Application
• Term Store Hierarchy
• Understanding Terms

6. 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!)

7. 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

8. 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

9. 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

10. Overview
• Understanding Managed Metadata
• Configuring Managed Metadata Term Sets
• Working with Managed Metadata Fields

11. 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

12. 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"];

13. 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();

14. Creating Terms
• Creating New Terms
Guid newTermGUID =
new Guid("02639124-4dfa-4174-89d2-4f506f3a5d55");
termSet.CreateTerm("Mini Van", 1033, newTermGUID);
termStore.CommitAll();

15. 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.

16. 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);

17. 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("CONTOSOMelissaK");
group.AddGroupManager("CONTOSOBartD");

18. Demo: JavaScript CSOM
• Creating and Configuring the Corporate Structure
App
• Displaying the Existing Taxonomy Groups
• Creating a Group, a Term Set, and Terms

19. Overview
• Understanding Managed Metadata
• Configuring Managed Metadata Term Sets
• Working with Managed Metadata Fields

20. Working with Managed Metadata Fields
• Creating Managed Metadata Fields
• Single-Value Fields
• Multiple Value Fields

21. 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

22. 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.

23. 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.

24. THANK YOU!

25. Q&A