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SharePoint Saturday Vietnam 8th - managed metadata.pptx

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SharePoint Saturday Vietnam 8th - managed metadata

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SharePoint Saturday Vietnam 8th - managed metadata.pptx

  1. 1. Module 2 Developing Managed Metadata Solutions
  2. 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. 3. Agenda • Understanding Managed Metadata • Configuring Managed Metadata Term Sets • Working with Managed Metadata Fields
  4. 4. Agenda • Understanding Managed Metadata • Configuring Managed Metadata Term Sets • Working with Managed Metadata Fields
  5. 5. Understanding Managed Metadata • Overview of Managed Metadata • The Managed Metadata Service Application • Term Store Hierarchy • Understanding Terms
  6. 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. 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. 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. 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. 10. Overview • Understanding Managed Metadata • Configuring Managed Metadata Term Sets • Working with Managed Metadata Fields
  11. 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. 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. 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. 14. Creating Terms • Creating New Terms Guid newTermGUID = new Guid("02639124-4dfa-4174-89d2-4f506f3a5d55"); termSet.CreateTerm("Mini Van", 1033, newTermGUID); termStore.CommitAll();
  15. 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. 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. 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. 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. 19. Overview • Understanding Managed Metadata • Configuring Managed Metadata Term Sets • Working with Managed Metadata Fields
  20. 20. Working with Managed Metadata Fields • Creating Managed Metadata Fields • Single-Value Fields • Multiple Value Fields
  21. 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. 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. 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.
  24. 24. THANK YOU!
  25. 25. Q&A

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