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Lab B (Module 2)

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SharePoint Enterprise Content Management Implementers' Course

Contents

Task 1: Create a New Managed Metadata Service Application 3

Task 2: Publish the Managed Metadata Service Application 4

Task 3: Create Managed Terms 4

Task 4: Create a Custom Content Type Using Managed Metadata 5

Task 5: Create a List Item Using a Managed Metadata Column 6

Lab Summary 10

In this lab, you create and configure a Managed Metadata Service Application, create a Term Store and Term Set, and populate the Term Set with values. You then create a custom content type, which consumes the Term Set, and create a list item that uses terms for field data.

Task 1: Create a New Managed Metadata Service Application

In this task, you create a new Managed Metadata Service Application and set the configuration parameters.

In Central Administration, under Application Management, select Manage service applications.
Select the Service Applications tab.
On the Ribbon, click New, and then click Managed Metadata Service.
On the Create New Managed Metadata Service page, in the Name box, enter Metadata Service 1.
In the Database Server box, enter DEMO2010A.
In the Database Name box, enter MetadataService1.
Select Windows authentication to use Windows authentication to access the database.
In the Application Pool section, select Create new application pool, and then select the Contoso\Administrator account from the drop-down list.
Enter http://intranet.contoso.com in the Content Type hub box. The service will share the content type library at the root of the site collection.
Select Report syndication import errors from Site Collections using this service application.
Select Add this service application to the farm’s default list.
Click OK.
Click System Settings in the left navigation menu, and then click Manage Services on Server under the Servers group.
Locate the Managed Metadata Web Service and click Start.
Perform an IISRESET.

Task 2: Publish the Managed Metadata Service Application

In this task, you publish the Managed Metadata Service application.

In Central Administration, under Application Management, select Manage service applications.
Select the Service Applications tab.
Click the Metadata Service 1 row.
In the Ribbon, select Publish.
In the Publish Service Application dialog, click OK.

Task 3: Create Managed Terms

In this task, you create a new term group and term set, and then populate the term set with values.

In Central Administration, under Application Management, select Manage service applications.
Select the Service Applications tab.
Click the Metadata Service 1 row.
In the Ribbon, click Manage.
In the Term Store Management Tool, click the Metadata Service 1 node under Taxonomy Term Store and select New Group.
Enter Group 1 as the group name.
Click Group 1 and select New Term Set.
Enter Departments as the name of the term set.
Click Departments and select New Term.
Enter the following values as new terms under Departments: Human Resources, Information Technology, Finance, and Sales.

Task 4: Create a Custom Content Type Using Managed Metadata

In this task, you create a new managed metadata site column and a new content type, and assign the new site column to the new content type.

Open http://intranet.contoso.com in Internet Explorer.
Click Site Settings on the Site Actions menu.
Under Galleries, select Site Columns.
Click Create.
Enter Company Department as the column name and select Managed Metadata as the column type.
In the Term Set Settings section, expand Metadata Service 1, expand Group 1, and then select Departments.

Click OK.
Click Site Settings from the navigation breadcrumb menu.
Under Galleries, select Site Content Types.
Click Create.
Enter Employee Information as the column name. Under Parent Content Types, in the Select parent content type from field, select List Content Types. In the Parent Content Type field, select Contact.
Click OK.
On the Employee Information details screen, under Columns, select Add from existing site columns.
Locate Company Department in the Custom Columns group and click Add.

Click OK.

Task 5: Create a List Item Using a Managed Metadata Column

In this task, you create a new Contacts list, associate the Employee Information content type with the list, and then create a new list item using the term store values.

From the Site Actions menu, select View All Site Content, and click Create.
Select the Contacts list type, enter Contoso Employees as the list name, and then click Create.

Select the List tab and select List Settings.
Click Advanced in the General Settings section.
Select Yes under Allow management of content types? and click OK.
In the Content Types section, click Add from existing site content types.
Locate the Employee Information content type in the Custom Content Types group and add it to the available list content types. Click OK.

Click Contoso Employees in the breadcrumb navigation menu.
Select the Items tab, click New Item to expose the drop-down menu, and click Employee Information.
In the New Item dialog, enter Last Name and First Name values, and scroll down until the Company Department field is visible.

Click the Browse for a valid choice icon to the right of the Company Department field to see the terms in the Departments term set. Select Information Technology, click the Select > button to add the value from the term store, and click OK.

Click Save. The Company Department value will display in the All Items view.