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SharePoint Saturday Vietnam 8th - managed metadata.pptx

Terrence Nguyen
Terrence Nguyen

This document provides an overview of managed metadata in SharePoint. It discusses understanding managed metadata, configuring term sets, and working with managed metadata fields. Key points include how managed metadata encourages consistent tagging, the managed metadata service application, building term sets using the server-side object model, and reading/writing single-value and multiple-value managed metadata fields. The document also references demonstrations for creating managed metadata fields and managing term sets using JavaScript.

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Module 2 Developing Managed Metadata Solutions
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
Agenda Understanding Managed Metadata Configuring Managed Metadata Term Sets Working with Managed Metadata Fields
Agenda Understanding Managed Metadata Configuring Managed Metadata Term Sets Working with Managed Metadata Fields
Understanding Managed Metadata Overview of Managed Metadata The Managed Metadata Service Application Term Store Hierarchy Understanding Terms
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!)
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
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
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
Overview Understanding Managed Metadata Configuring Managed Metadata Term Sets Working with Managed Metadata Fields
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
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"];
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();
Creating Terms Creating New Terms Guid newTermGUID = new Guid("02639124-4dfa-4174-89d2-4f506f3a5d55"); termSet.CreateTerm("Mini Van", 1033, newTermGUID); termStore.CommitAll();
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.
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);
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");
Demo: JavaScript CSOM Creating and Configuring the Corporate Structure App Displaying the Existing Taxonomy Groups Creating a Group, a Term Set, and Terms
Overview Understanding Managed Metadata Configuring Managed Metadata Term Sets Working with Managed Metadata Fields
Working with Managed Metadata Fields Creating Managed Metadata Fields Single-Value Fields Multiple Value Fields
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
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.
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.
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SharePoint Saturday Vietnam 8th - managed metadata.pptx

  • 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.
  • 25. Q&A