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Tom Resing | SharePoint Engineer, Jive Software Christopher Harrison | Microsoft Certified Trainer

Meet Christopher Harrison | @geektrainer


Head Geek, GeekTrainer
Specializes in ASP.NET, SharePoint and SQL Server Microsoft Certified Trainer

Over 14 years experience


Periodic blogger at blog.geektrainer.com Regular presenter at TechEd Still remembers his Commodore-64 Husband, father of one four legged child, marathoner

Tom Resing
SharePoint Engineer Jive Software 16 years in Web Software

Course Topics
SharePoint 2013 Advanced Development
01 | Developing Managed Metadata Solutions
02 | Interacting with SharePoint Search 03 | Customizing the Search Experience 04 | Working with Business Connectivity Services 05 | Managing and Accessing User Profile Data 06 | Customizing the Social Workload

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01 | Developing Managed Metadata Solutions

Christopher Harrison | Head Geek

Module Overview
Managed Metadata Components Creating a Managed Metadata Store

Using Managed Metadata

Managed Metadata Concepts


Overview of Managed Metadata Using Managed Metadata Services

Term Store Hierarchy


Term Store Administration

Overview of Managed Metadata


Managed metadata encourages users to tag content with a consistent set of terms and keywords
Terms Keywords Hashtags

Content Type Hub

Using Managed Metadata Services


SharePoint Search
Consistent values Company extraction

User Profiles
Keywords

Term Store Hierarchy


Term Stores
Groups
Term Sets

Term Store
Managed Metadata Services implementation Container for keywords and hashtags

Contains groups
Management
Administrators Term Store Management Tool

Groups
Collections of term sets Used for delegation of control
Group managers Group contributors Managers and contributors do not need access to Central Administration

Term Sets
Become columns Contain terms (values)

Metadata
Owners Contacts Stakeholders Do not have any form of control over the terms

Terms
Hierarchical Values

Options
Synonyms Abbreviations Languages

Term Administration
Copying
Independent of the original term

Reusing
Single terms that appear in multiple locations

Pinning
Reused terms that are only editable from the original location

Deprecation
Cannot be applied to new items

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 Services ApplicationPool $serviceAppPool DatabaseServer SQLServer" DatabaseName "MetadataServiceDB" New-SPMetadataServiceApplicationProxy Name "Managed Metadata Service Proxy ServiceApplication $metaDataServiceApp DefaultProxyGroup

Lesson 2: Configuring Managed Metadata Term Sets


Term Store Manager Obtaining Taxonomy Sessions and Term Stores

Creating Groups and Term Sets


Creating Terms

Term Store Manager


Locations
Central Administration Site Settings

UI for managing Term Stores

DEMO
Term Store Manager

Obtaining Taxonomy Sessions and Term Stores


Opening a Taxonomy Session
TaxonomySession taxonomySession = new TaxonomySession(siteCollection);

Opening a Term Store


TermStore termStore = taxonomySession.TermStores["Managed Metadata Service Proxy"];

Creating Groups and Term Sets


Creating Groups
group = termStore.CreateGroup("Human Resources", groupGUID); termStore.CommitAll();

Creating Term Sets


carsTermSet = vehiclesGroup.CreateTermSet("Job Titles", termSetGUID); termStore.CommitAll();

Creating Terms
Guid newTermGUID = new Guid("97B2FA06-5546-476F-BB2B-740021A28206"); termSet.CreateTerm("SharePoint Developer", 1033, newTermGUID); termStore.CommitAll();

DEMO
Creating Groups and Terms with CSOM

Working with Managed Metadata Fields


Reading Values Writing Values

Reading Values
1. Retrieve list item 2. Cast field to TaxonomyFieldValue

3. Read Label property

Writing Values
1. Retrieve term from term store 2. Create TaxonomyFieldValue
Label Guid WssId

3. Assign field

DEMO
Managing List Items and Managed Metadata Services with CSOM

2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, Office, Azure, System Center, Dynamics and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.