Spstc2011 managed metadata real world

Managed Meta Data Service – Using Term store in the real world

beyond the taxonomy and tagging.Track – Devp300

ATUL CHHODAMODIS

Welcome to SharePoint Saturday—The Conference

Welcome to SharePoint Saturday—The Conference Welcome to SharePoint Saturday—The Conference

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• 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 http://atulchhoda.wordpress.com• Twitter:@atulchhoda

About Me

http://atulchhoda.wordpress.com/

http://atulchhoda.wordpress.com/


• Managed Metadata is a hierarchical collection of centrally managed terms that you can define at FARM level, and then use as attributes for items.

What is Managed Metadata ?Every Site column is Metadata ?Why Managed Metadata?


• 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


• 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.

Terminology


• 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.

Terminology

-Central Administration- Site Collection

Demo: Term Store Management Tool


• 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


• Steps to Enable Managed Metadata on Your Server• The Term Store Management Tool (TSMT) enabled

below operations on term sets– Create – Copy– Reuse – Move – Duplicate (for polyhierarchy)– Deprecate– Delete – merge terms– manage permissions on term stores

Administrator Experience

Demo: Administrator Experience


• Central Administration

Provisioning of Managed Metadata Service Application


Power Shell code

Add-PSSnapin Microsoft.SharePoint.PowerShell -erroraction SilentlyContinue ## Settings you may want to change ## $databaseServerName = “sp2010.contoso.com"$saAppPoolName = "Managed Meta Data Services"$mmdappPoolUserName = “Contoso\spadmin"## Service Application Service Names ## $metadataSAName = "Managed Metadata Web Service"Write-Host "Creating Metadata Service and Proxy..."


$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}


New-SPMetadataServiceApplication -Name $metadataSAName -ApplicationPool $saAppPoolName -DatabaseServer $databaseServerName -DatabaseName "MetadataDB" > $nullNew-SPMetadataServiceApplicationProxy -Name "$metadataSAName Proxy" -DefaultProxyGroup -ServiceApplication $metadataSAName > $nullGet-SPServiceInstance | where-object {$_.TypeName -eq "Managed Metadata Web Service"} | Start-SPServiceInstance > $null


• Identify term sets.• Identify the owner of each term set.• Determine term set groups.• Define term sets• Global term sets vs local term sets

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

Planning Managed Metadata Service


• 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

Plan to import managed metadata


• More consistent use of terminology• Better search results• Dynamic• Centralized management of Taxonomy for

Enterprise• Availability of Taxonomy for the Enterprise

Benefits of Using Managed Metadata


• 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

Developer Experience


Reference assembly C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\14\ISAPI\Microsoft.SharePoint.Taxonomy.dll• TaxonomySession class• TermStore class• Group class• TermSet class• Term class• CommitAll method• IsAvailable property• Name property• CreateLabel method• SetDescription method

Term Store API’s(Microsoft.SharePoint.Taxonomy )


• 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.

Real World Scenarios

Demo: Sample 0 Sample 1 Sample 2 Sample 3


• Sample 0• Sample 1• Sample 2• Sample 3

Demo: Samples


• User SPManager 2010 for creating Taxonomy Field Columns programmatically or through XML– http://spm.codeplex.com

• Add the event receiver

Tips & Tricks

http://spm.codeplex.com/




• 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.

Gotchas


• 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.

Limitations


Planninghttp://technet.microsoft.com/en-us/library/ee530389.aspx

Boundaries and Capacity planning for Term store http://technet.microsoft.com/en-us/library/cc262787.aspx#termstore

Object Modelhttp://msdn.microsoft.com/en-us/library/microsoft.sharepoint.taxonomy.aspx

Term Set API’shttp://msdn.microsoft.com/en-us/library/ee832800(office.14).aspx

Provisioning Site Columns

Taxonomy http://support.microsoft.com/kb/2481844

Search : Querying on managed terms fieldshttp://msdn.microsoft.com/en-us/library/ff625182.aspx

TaxonomyPickerControl issue:http://support.microsoft.com/kb/2481844

References

http://technet.microsoft.com/en-us/library/ee530389.aspx




http://msdn.microsoft.com/en-us/library/microsoft.sharepoint.taxonomy.aspx

http://msdn.microsoft.com/en-us/library/microsoft.sharepoint.taxonomy.aspx

http://msdn.microsoft.com/en-us/library/ee832800(office.14).aspx



http://support.microsoft.com/kb/2481844

http://msdn.microsoft.com/en-us/library/ff625182.aspx

http://msdn.microsoft.com/en-us/library/ff625182.aspx




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Presenter: Atul ChhodaSession Name: Managed Meta Data Service – Using Term store in the real world beyond the taxonomy and tagging.Session No.:Fri-S2C-107

http://app.fluidsurveys.com/s/spstc2011-Fri-S2C-107/



Spstc2011 managed metadata real world

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