managed metadata2010 pc-community

Metadata Management in SharePoint 2010

Amol Ajgaonkaramolajgaonkar@gmail.comTwitter: @SharePointLifehttp://theSharePointLife.com

The Object Model

Agenda

• Managed Metadata in 2010• Taxonomy tree• CRUD operations• Export/Import the taxonomy• Using the Term Picker control (Web

Tagging Control)• Taxonomy Field• Q & A

Agenda

• Managed Metadata in 2010• Taxonomy tree• CRUD operations• Export/Import the taxonomy• Using the Term Picker control (Web

Tagging Control)• Taxonomy Field• Q & A

Taxonomy Tree

• Setting the default Metadata service• Class overview

− TaxonomySession− TermStore

− TermStoreCollection− Group

− GroupCollection− TermSet

− TermSetCollection− Term

− TermCollection

• Structure− Term Store

− Group− Term Set

− Terms

Taxonomy Tree

• For each TermStore in TaxonomySession.TermsStores− For each Group in TermStore.Groups

− For each TermSet in Group.TermSets− For each Term in TermSet.Terms

− For each Term in Term.Terms

Taxonomy Tree

• Search− Taxonomy Session Class

− GetTerms− GetTermSets− GetTermsWithCustomProperty

− Term Set Class− GetTermsWithCustomProperty− GetTerms

− Term Class− GetTerms

Taxonomy Tree

DEMO

Agenda

• Managed Metadata in 2010• Taxonomy tree• CRUD operations• Export/Import the taxonomy• Using the Term Picker control (Web

Tagging Control)• Taxonomy Field• Q & A

CRUD operations• Types of Groups

− Regular− Site Collection− System

• Restrictions on group creation

CRUD operations• Group

− TermStore.CreateGroup− Group.Delete− TermStore.CommitAll

• Term Set− Group.CreateTermSet− TermSet.Delete

• Term− TermSet.CreateTerm− Term.Delete

• Rollback changes if there is an exception then call CommitAll.

CRUD Operations

DEMO

Agenda

• Managed Metadata in 2010• Taxonomy tree• CRUD operations• Export/Import the taxonomy• Using the Term Picker control (Web

Tagging Control)• Taxonomy Field• Q & A

Export/Import the Taxonomy

• http://termsetimporter.codeplex.com/• CSV Format• Import API

Agenda

• Managed Metadata in 2010• Taxonomy tree• CRUD operations• Export/Import the taxonomy• Using the Term Picker control (Web

Tagging Control)• Taxonomy Field• Q & A

Term Picker Control• Setup• Validation• Selection

Term Picker Control

• Name: TaxonomyWebTaggingControl• Setup

− SSPList− TermSetId− GroupId− IsDisplayPickerButton− IsSpanTermSets − WebServiceUrl

Demo

Term Picker Control

Agenda

• Managed Metadata in 2010• Taxonomy tree• CRUD operations• Export/Import the taxonomy• Using the Term Picker control (Web

Tagging Control)• Taxonomy Field• Q & A

Taxonomy Field• Setup

− Custom Term Sets (Site Collection Groups)

• Working− Is a lookup field. Looks up into

the TaxonomyHidden list on root site.

− Name: TaxonomyHiddenList− Manages all the values selected in

the TaxonomyFields

Taxonomy Field

DEMO

Q & A