spstc2011 managed metadata real world
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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
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Welcome to SharePoint Saturday—The Conference Welcome to SharePoint Saturday—The 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:
Thank you for being a part of the first SharePoint Saturday conference
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Welcome to SharePoint Saturday—The Conference
• 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
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Welcome to SharePoint Saturday—The Conference
• 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?
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Welcome to SharePoint Saturday—The Conference
• 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
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Welcome to SharePoint Saturday—The Conference
• 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
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Welcome to SharePoint Saturday—The Conference
• 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
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-Central Administration- Site Collection
Demo: Term Store Management Tool
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Welcome to SharePoint Saturday—The Conference
• 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
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Welcome to SharePoint Saturday—The Conference
• 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
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• Central Administration
Provisioning of Managed Metadata Service Application
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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 ## $metadataSAName = "Managed Metadata Web Service"Write-Host "Creating Metadata Service and Proxy..."
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$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}
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Welcome to SharePoint Saturday—The Conference
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
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Welcome to SharePoint Saturday—The Conference
• 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
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Welcome to SharePoint Saturday—The Conference
• 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
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Welcome to SharePoint Saturday—The Conference
• 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
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Welcome to SharePoint Saturday—The Conference
• 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
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• 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
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Welcome to SharePoint Saturday—The Conference
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 )
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• 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
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• Sample 0• Sample 1• Sample 2• Sample 3
Demo: Samples
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Welcome to SharePoint Saturday—The Conference
• User SPManager 2010 for creating Taxonomy Field Columns programmatically or through XML– http://spm.codeplex.com
• Add the event receiver
Tips & Tricks
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Welcome to SharePoint Saturday—The Conference
• 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
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Welcome to SharePoint Saturday—The Conference
• 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
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Welcome to SharePoint Saturday—The Conference
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
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• Thank you very much for joining the presentation. – Feedback
Q&A
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Welcome to SharePoint Saturday—The Conference
Thanks to Our Other Sponsors!Thanks to our Sponsors
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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