Showing posts with label Configure managed meta data. Show all posts
Showing posts with label Configure managed meta data. Show all posts

Wednesday, August 14, 2013

Make term set available to site collections in SharePoint

Once we create the term set in SharePoint managed metadata, we can make that available to all the site collection in the web applications or specific site collections. We can do that by the steps shown below,
Navigate to site settings and click on Term store Management in Site Administration section.

Right click on the term set that we want to make available to all the site collections, and click on Move Term Set.

In the Term Set Move dialog box, click on the global term set that to move and click on Ok button.

To make available for only specific site collections, In the Site Collection Access section we have to enter the URL of the site collection we want to make the term set available. 

Monday, April 15, 2013

SharePoint 2013- Create term set, terms, Assign managed metadata to a list/library column

In my previous posts i have explained basics of managed meta data and configuring managed meta data in share point.

In post i am writing about how to use (assign) managed meta data to a list/library column  After configuring managed meta data service, click on managed meta data service in the service applications.
(Central Administration--> Manage service Applications--> Managed meta data service (Configured earlier))

You will be redirected to term store management tool page. Add new group to managed meta data group as shown in the image below. 

I have added group  named as school as shown below.

We can see the General properties for the term set as shown in the above image.
Add a term set to the school group. I have added students as term set. 

For term set we can see four menu options on the to. as shown in the images.
General- General options for term set like name, Description, Owner, Contact, Owner, Unique ID.

Intended use- usage of the term set.

Custom sort- sorting option

Custom properties- option to add custom properties to the term set.

Add term to the term set. I have added class-1, class-2, class-3, class-4...etc as shown image below.

for term also, we have two menu options, General and custom properties.

Add new column to the list\library of type managed metadata. Added new column to the Document library with "Student class" and select the type as shown in the below.

Add new document to the document library. For the column Student class managed meta data will suggest the option as shown in the image below.

As that we can configure managed meta data column. Provide your comments and suggestions on this post.

Friday, April 12, 2013

SharePoint 2013 - Configure managed metadata service

In my previous post i have published the basics of managed meta data. In this post iam writing about how to configure managed metadata service.

What is managed meta data service?
Managed metadata service, is allows to use managed metadata and share content types on Site collections and Web application level. Managed meta data service application publishes term store, content types in site collection/Web application level and a managed metadata connection in share point. 

By enabling managed meta data service application, managed meta data service will be automatically created.Service will identifies the database to be served as term store and connection provides access to the service. All enterprise managed terms will be stored in the DB that specified by managed metadata service. When ever administrator creating connection to the service and  publishing the managed metadata service, he need to know the URL of the service. We can also use managed meta data service to share content types.

To use managed meta data, a web application need to have connection to the managed metadata service. When managed meta data service is created, a connection will be created to the web application.

How to configure managed meta data service?
We can configure the managed meta data service in central administration. 

Central Administration--> Application management-->Manage service applications 
Configure meta data service app

In Manage service applications, add new managed meta data service as shown in the image below.

Add Name, Database name, Application pool name details in the popup as shown images below.
Name: Name of the service.
Database name: Name of the data base for the service.
Application Pool: Application pool to run the service.

Managed meta data service will be created in the service applications. 

Check managed metadata web service is running in the services (Application management--> manage services)

After creating managed meta data service, we need to check the following properties (Managed meta data service--> Properties(top ribbon))

Default Keyword location: To store new enterprise keywords in the keyword set associated term store in the managed meta data or not.

Default term set location: To store term sets, while creating managed meta data site columns in managed meta data term store.

Use Content Types: This option will available only if the service has hub defined to share content types. This option need to select when to make content types that associated managed meta data service available to users of sites in the web application.

Push-down Content Type Publishing updates from the Content Type Gallery to sub-sites and lists using the content type: This option need to select when update the existing instances of the changed content types in sub-sites and libraries.

Check the permissions for managed meta data service (Select the service--> click on Administrators (top ribbon)), assign administrator to the service as shown the images below.

By clicking on the managed meta data service, it will redirect to managed meta data screen as shown in the image below. There we can create new groups, term sets and terms.

Hope this will help for how to configure managed meta data service, Provide your comments and suggestions on this post.