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

Meet Christopher Harrison | 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 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 $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 Opening a Term Store TaxonomySession taxonomySession = new TaxonomySession(siteCollection); TermStore termStore = taxonomySession.TermStores["Managed Metadata Service Proxy"];

Creating Groups and Term Sets Creating Groups Creating Term Sets group = termStore.CreateGroup("Human Resources", groupGUID); termStore.CommitAll(); group = termStore.CreateGroup("Human Resources", groupGUID); termStore.CommitAll(); carsTermSet = vehiclesGroup.CreateTermSet("Job Titles", termSetGUID); termStore.CommitAll(); carsTermSet = vehiclesGroup.CreateTermSet("Job Titles", termSetGUID); termStore.CommitAll();

Creating Terms Guid newTermGUID = new Guid("97B2FA F-BB2B A28206"); termSet.CreateTerm("SharePoint Developer", 1033, newTermGUID); termStore.CommitAll(); Guid newTermGUID = new Guid("97B2FA F-BB2B A28206"); 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

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