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Friday, June 21, 2013

What is Managed Metadata Service and how to configure Managed Metadata Service in SharePoint 2010?


How to configure Managed MetaData Service in SharePoint 2010?
OR
What is Managed MetaData Service?

MetaData:- Before to understand this service, we need to understand MetaData. MetaData in simple words "data about data". All data files keeps some MetaData properties such as:
a). Which way we create the data file?
b). What is the purpose of data file?
c). When we create the data file? (Time and Date specifically)
d). How creates the data file? (Creator or Author)
e). Where the data file is located? (local computer location or network location)

NOTE: These are most common MetaData properties.

Managed MetaData Services:- To understand the Managed MetaData Service, we need to understand following main things "Term Store", "Term" and "Term Set".

Term Store : This is the database, where our managed meta data get store.

A "Term" is word or phase that can be associated with an item in SharePoint 2010. e.g.

A "Term Set" is bunch of related terms.
How to configure Managed Metadata Service in SharePoint 2010?
OR
What is Managed Metadata Service?

Metadata: - Before to understand this service, we need to understand Metadata. Metadata in simple words "data about data". All data files keep some Metadata properties such as:
A). which way we create the data file?
b). what is the purpose of data file?
c). When we create the data file? (Time and Date specifically)
d). How creates the data file? (Creator or Author)
e). where the data file is located? (Local computer location or network location)
NOTE: These are most common Metadata properties.

Managed Metadata Services: - To understand the Managed Metadata Service, we need to understand following main things "Term Store", "Term" and "Term Set".

Term Store: This is the database, where our Managed Metadata get store.

A "Term" is word or phrase that can be associated with an item in SharePoint 2010. e.g.

A "Term Set" is bunch of related terms.

Terms can be divided into two types. 
Managed Term: Generally its pre-defined terms. It can only be created by user with appropriate permissions, and are often organized into hierarchy.
Enterprise Keyword Term : These are simply words or phrase that, have been associated to SharePoint Server 2010 items. All enterprise keywords are part of a single, non-hierarchical Term Set called it keyword set.

How to configure Managed Metadata services step by step?

1.1 Create a site collection for content hub.
Steps: - Go to the Central Admin site and click on "Create Site Collection"
 
1.2 Choose Web Application Name, Site Collection Name, URL, Site Template and Site Collection Admin. If we want, we can also define some storage quota also.
1.3 Click on OK. The site collection has been created. It will provide us the URL. e.g. http://<web-application name>/sites/CTH/.

2.1 Now we need to create Manged metadata service.
2.1 Go to Central Admin page and click on "Manage service applications"
2.2 Click on "New" and then click on "Managed Metadata Service"

2.3 Then we need to fill the following information 
      Service Application Name : TestManagedMedaDataService
      Database Server Name     : Databaseservername (We need to here our database                                                            
                                              server name).                                              
      Database Name                : TestManagedMedaDataService (As per best practice we                                                
                                               put database Name as per service name).                                              
      Database authentication     : Windows authentication 
      Failover Server (Optional)  : If we have configured any failover server, we can
                                               mentioned it here.                                      
      Application pool                : We used our shared application pool "SharePoint Web 
                                                Services" for this Service. If we want we can use 
                                                different application pool for this service.                                                
                                                Give register service account.
      Content Type HUB            : http://webapplicationname/sites/CTH/ (type the site 
                                                collection name that we
                                                Have created in first (1.1) step.
                                                Then select the both check boxes
                                                "Report syndication import errors from Site Collection 
                                                using this service    
                                                Application" and 
                                                "Add this service application to the farm default list".                              
                       
   Then Click on "Ok" and our service application has been created.

3.1 Check site collection hub is added and the service application is default storage    
      location for column specific term sets.
3.1 Select the "Managed Metadata Service Application" and click on "Properties"
3.2 Check the all following boxes.
      Check "The service application is the default storage location for keywords."
      Check "This service application is the default storage location for column specific  
                  term sets."
      Check "Consumer content types from the Content Types Gallery at 
                  http://webapplication/sites/CTH.
      Check "Push-down Content Type Publishing updates from the Content Type Gallery 
                  to sub-sites and Lists using the content type."
      Click on "OK".
4.1 Open Term store management tool and create term set and then term.
4.1 Select the "Managed Metadata Service Application" and then click on "Manage".
4.2 Create a "New Group" and verify the following two things.
      Available Service Applications   :  Managed Metadata Service Application
      Term Store Administrator         :  add our user name (abc\username)


4.3 Create a group and give a name. e.g.: Applications

4.4 Create a Term Set.
      We have created here following Term Set inside the "Applications" group.
      1. Microsoft
      2. IBM
      3. Oracle
4.5 Then create Terms inside the "Term Sets"
      We need to create following structure.
      Application
                     Microsoft 
                                     Active Directory
                                     Exchange
                                     SharePoint
                     IBM   
                                     Lotus
                                     Tivoli
                                     Think Pad
                     SUN
                                     Java
                                     Java EE
                                     Tomcat Server   
4.6 If we want, we can set some "Other Labels" on our Terms. e.g.
      SharePoint: MOSS 2007, SharePoint Server, SharePoint 2010 and etc. (These   
      keywords do work as Aliases) and then "SAVE" it.
          

4.7 Then we need to create keywords.
      Such as: Training, Demos, Practice, Applications, Software and testing etc. (Which   
      words we use in our organization).

Now the Managed Metadata Service has been configured.

How to use Managed Metadata Column in List.
5.1 Create a Custom List and then create a Managed Metadata Column with following information.
      Column Name: Course Offers
      Multiple Value Field:  Check on Allow multiple value
      Display format         : Select on Display the entire path to the term in the field.
      Term Set Settings    : Select on "Use a managed term set" (We can search here in our   
                                      terms by Keywords)                                       
      Default Value           : SharePoint (Choose any term as our default value).
      Click on "OK" and save this column.

      

5.2 Now we can create an item and save. As we can see in this below screenshot. We just    
      write "sha" and it automatically picked the main course name.
     

Wish you good luck!! :)

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