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Code Tax: Programming
With The Taxonomy API
  In SharePoint 2010

       PATRICK TUCKER
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
The Managed Metadata
      Experience


HOW DO WE INTERACT WITH MANAGED METADATA IN SHAREPOINT?
Managed Metadata and Taxonomy



• MANAGED METADATA SERVICE APPLICATION
• TAXONOMY TERM STORE
• TERM SETS
• MANAGED METADATA COLUMN TYPE
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)
Where are term sets surfaced?
• MANAGED METADATA COLUMNS
                                • THE TAXONOMY PICKER CONTROL




                                • THE DOCUMENT INFORMATION PANEL
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
The Taxonomy API



WORKING 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   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)
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.
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()”
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
The Taxonomy Client Service




• THE TAXONOMYCLIENTSERVICE.SVC IS AVAILABLE, BUT LIMITED
• OPERATIONS TO RETRIEVE TERM STORE ITEMS AND ADD TERMS ARE AVAILABLE
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
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
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
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
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
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 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
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

  • 1. Code Tax: Programming With The Taxonomy API In SharePoint 2010 PATRICK TUCKER
  • 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. The Managed Metadata Experience HOW DO WE INTERACT WITH MANAGED METADATA IN SHAREPOINT?
  • 4. Managed Metadata and Taxonomy • MANAGED METADATA SERVICE APPLICATION • TAXONOMY TERM STORE • TERM SETS • MANAGED METADATA COLUMN TYPE
  • 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. Where are term sets surfaced? • MANAGED METADATA COLUMNS • THE TAXONOMY PICKER CONTROL • THE DOCUMENT INFORMATION PANEL
  • 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. The Taxonomy API WORKING WITH THE MANAGED METADATA SERVICE PROGRAMMATICALLY
  • 9. Options • SERVER SIDE OBJECT MODEL (MICROSOFT.SHAREPOINT.TAXONOMY) • THE TAXONOMY CLIENT SERVICE • DECLARATIVE XML • POWERSHELL
  • 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. 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. 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. 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. The Taxonomy Client Service • THE TAXONOMYCLIENTSERVICE.SVC IS AVAILABLE, BUT LIMITED • OPERATIONS TO RETRIEVE TERM STORE ITEMS AND ADD TERMS ARE AVAILABLE
  • 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. 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. 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. 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. 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. The Undiscovered Country WHAT’S NEW WITH MANAGED METADATA IN SHAREPOINT 2013?
  • 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. Q and A • PATRICK.TUCKER@SDS-CONSULTING.COM | TUCKERSNET@LIVE.COM • BLOG: WWW.TUCKERSNET.COM • TWITTER: @TUCKERSNET