Microsoft® Official Course

Developing Managed Metadata Solutions

Microsoft SharePoint 2013

SharePoint Practice

Module Overview

Understanding Managed Metadata

Configuring Managed Metadata Term Sets•Working with Managed Metadata Fields

Lesson 1: Understanding Managed Metadata

Overview of Managed Metadata

The Managed Metadata Service Application

Term Store Hierarchy

Understanding Terms•Discussion: Using 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

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 and independent• Reused terms are single terms that appear in multiple locations.• Pinned terms are reused terms that can only be edited in one location

•Availability and Deprecation

Discussion: Using Terms

Read the following scenarios in the student manual:•Categorizing Products• Improving Search Results

Discuss each scenario with the class and decide how you would configure groups, term sets, and terms to satisfy the requirements.

Lesson 2: 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

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

group = 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();

Demonstration: 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);

Lab Review

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("CONTOSO\MelissaK");

group.AddGroupManager("CONTOSO\BartD");

carsTermSet.AddStakeHolder("CONTOSO\JesseM");

Lab A: Developing Managed Metadata Solutions (Part 1)

Exercise 1: Creating and Configuring the Corporate Structure App

Exercise 2: Displaying the Existing Taxonomy Groups•Exercise 3: Creating a Group, a Term Set, and Terms

Lab Scenario

Contoso Pharmaceuticals consists of a number of divisions, each of which contains several teams. Contoso users increasingly need to capture details of the division and the team as metadata on various types of content. Your task is to deploy a term set that represents the corporate structure, together with a site column that enables people to use the term set in lists and libraries. Because Contoso operates a range of SharePoint 2013 installations and SharePoint Online subscriptions, you will use an app to automate the deployment of the term set and site column.

Lab Discussion Questions

Discuss the following questions with the class:

•Why is it necessary to add a <script> tag to the default.aspx page in Exercise 1, Task 3?

•Why is it necessary to add a permission request for the Web scope to AppManifest.xml?

Lesson 3: 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

Lab Review

Single-Value Fields

•Reading Single-Valued Taxonomy Fields1. Get the item2. Cast the field value as a TaxonomyFieldValue3. Use the Label and TermGuid properties

•Setting Single-Valued Taxonomy Fields1. Get the field and the item2. Cast the field and a TaxonomyField3. Create a new TaxonomyFieldValue and set its

properties to match a term.4. Call the SetFieldValueByValue() method.5. Update the item.

Multiple Value Fields

•Reading Multi-Valued Taxonomy Fields1. Get the item2. Cast the field value as a

TaxonomyFieldValueCollection3. Loop through the collection

•Setting Multi-Valued Taxonomy Fields1. Get the item2. Cast the field as a TaxonomyField3. Concatenate a string of term labels and GUIDs4. Pass the string to the

TaxonomyFieldValueCollection constructor5. Call the

SetFieldValueByValueCollection()method6. Update the item.

Lab B: Developing Managed Metadata Solutions (Part 2)

Exercise 1: Obtaining the Host Web•Exercise 2: Adding Metadata Site Columns

Lab Scenario

You have a SharePoint-hosted app that displays information from the Managed Metadata service application and also creates a new taxonomy group and term set with terms that describe the Contoso corporate structure. In order to apply these terms to items in lists and libraries, users require a managed metadata site column which is bound to the Contoso term set. You have been asked to add code to the Corporate Structure App that creates and connects such a managed metadata site column.

Lab Discussion Questions

Discuss the following questions with the class:

•Why does the Corporate Structure app require a permission request for the Web scope when it deals with managed metadata?

• In order to use the Corporate Unit site column with items in a list or library, what other steps must a user or site administrator take?

Module Review and Takeaways

•Review Question(s)