Tuesday, December 9, 2014

Hands-On-Lab: Configuration Managed Metadata Service Application

Applies to: SharePoint Server 2013

Summary: Metadata actually plays a very critical role across the organization.
When we want to identify any specific information, we tag the information. We always begin with a Term. Term is any phrase or a word given to identify
specific content or information on a site. Metadata plays very critical role in defining a strict policy of tagging items
based on specific terms only which will internally help people to find and locate the information easily when they search any content specific to their area
of interest. When any items tagged properly, then the search becomes very easy.

• Logged in as a Farm Administrator account on the SharePoint Server
• Have a “Service Application Pool” Service account

Here we start configuration of metadata server.
1) Open Central Administration,

Go to Application Management >> Manage Service Application >> Click on New >> Select Managed Metadata Service.

You can give name to service whatever you want, I’ve given “Managed Metadata Service” for more clarity.
and Database name as Managed_Metadata.

Give AppPool name “SharePoint – Managed Metadata Service”

I’ve used svcMetadata service account for Application Pool Identity.

Click on OK.

---------------Start Metadata Service from SharePoint Services-------------------

Once the service is created you can see it listed on Managed Service Application Page.

Now we need to start Metadata Service from SharePoint Services on Server page.
for that go to Central Panel >> Under System Settings >> Manage Services on the server.
Start “Managed Metadata Web Service”

Go back to Manage Application Service and Open Metadata Service Application

This will launch the below screen which is referred to as the Term Management Tool.
-----------------------Open the Term Store Management Tool---------------------
1. Open the Term Store Management Tool to define the Term sets and Terms by
clicking on the Managed Metadata Service Application instance in Central Admin
2. Define the Taxonomy for Navigation - Groups, Termsets and
Terms for the Managed Metadata Service as mentioned in below Picture.

3. Create Publishing Web Application; you will have default
“Structured Navigation” applicable for the Global and Current Navigation for the web application
4. Click on the Settings link and Go To “Site Settings” link
5. Click on the “Navigation” link from the “Look and Feel” section .
6. Check the Navigation Settings available for the Global Navigation be default:
7. Change the Global Navigation and Current Navigation to “Managed Navigation” instead of “Structured Navigation”
7. Change the Global Navigation and
Current Navigation to “Managed Navigation” instead of “Structured Navigation”
7. Select the “Countries” Term Set for Managed Navigation as shown below and Click on Ok button
8. Navigate to Home Page and observe the changes in Navigations both Global and Current,
you should be able to see the Countries as Navigational nodes.
9. Click on the “Edit Links” link in Global Navigation and Click on
Add Link button to add a new City in United States “New York”
11. Drag and Drop the new link into “USA” menu properly and save it
12. Refresh the Page and you should be able to see newly added link in both the Navigations –
13. Go to Term Store Manager Tool from Site Settings and
Observe the changes in the Termsets (look for the one that you have added new) 14. Repeat the same steps for Current Navigation and Add
new link node for the “UK”15. Hide the Cities for Mumbai from Global Navigation 16. Edit the Master Page and Allow Current Navigation’s for more
than 2 levels so that you can View cities from Mumbai in Current Navigation Navigation using Managed Metadata
Summary: SharePoint 2013 introduces managed metadata based navigation.
It provides the ability to apply friendly URLs to pages. The Navigation items can be managed using the term store or Managed Metadata.
It allows you to create and update navigation for all sites in the farm using the Managed Metadata Service Application
There are two different locations to manage your Managed Metadata Navigation:
Site Settings and Central Administration. Architecture
Managed Metadata Service will be used for creating Termsets
which can be applied to navigation of Site Collection.
Steps for Configuring Metadata based Navigation
1.Enable the Publishing Feature by navigating to the site Settings  Manage Site Features
2.Click on Site Settings from the top right navigation as shown in the below figure
3). Next, click on Navigation under “Look and Feel” usually on the top right
4. Click on the Managed Navigation option.
5) Using the little drop down arrow on the Term Set,
Create Terms to reflect your desired navigation
8. Use the tabs at the top to manage “Navigation” and “Term-Driven Pages”.
9. Use the tabs at the top to manage “Navigation” and “Term-Driven Pages”.
Choose between two Navigation Node Types:
• Simple Link or Header
• Term-Driven Page with Friendly URLThe Simple Link or Header
is the more traditional hyperlink to an item or create a heading to group links.
10. Next we will set the Friendly URL by moving to the next tab for the term,
Term-Driven Pages. There you will find options to change the friendly
url as well as setting the target page for the hyperlink. (Can even set SEO properties! – cool)
Click on Save when you are done
11) Time to see the results, notice my url
12. Don’t forget that we are using the Managed Metadata Service (Term Store) which means you can have more than 1 level in the navigation
Conclusion: With this, we are done with how to activate the
Content Type Hub, Configured the Managed Metadata Service Application, Navigation using Managed Metadata.

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