Microsoft Official Course

Module 11

Managing Taxonomy
Module Overview

• Managing Content Types

• Understanding Term Stores and Term Sets
• Managing Term Stores and Term Sets
Lesson 1: Managing Content Types

• What Are Taxonomies?

• Custom Columns and Site Columns
• What Are Content Types?
• Publishing Content Types Across Site Collections
What Are Taxonomies?

Classification mechanism for internal data

Users can organize and find information
Structure is planned and controlled
Structure can grow and change

Corporate taxonomy

Geography Departments

Information
United States United Kingdom
Technology

Human
New York Glasgow
Resources
Chicago London Research &
Development
Custom Columns and Site Columns

• Used to hold metadata or item data

• Support several data types
• Custom columns implemented at list or library level
• Only available to items in the list or library
• Not reusable in other lists or libraries

• Site columns implemented at site or site collection

level
• Associate with many lists or libraries
• Reusable in site collection
What Are Content Types?

Content
type

Site collection
Publishing Content Types Across Site Collections

Content type hub Managed Metadata Service

Lab A: Configuring Content Type Propagation

• Exercise 1: Creating Content Types for

Propagation
• Exercise 2: Publishing Content Types Across Site
Collections

Logon Information
• Virtual machines: 20331B-NYC-DC-11,
20331B-NYC-DB-11, 20331B-NYC-SP-11
• User Name: administrator@contoso.com
• Password: Pa$$w0rd

Estimated Time: 30 minutes

Lab Scenario

The IT team at Contoso is looking for ways to make the information

architecture of the new SharePoint 2013 deployment easier to
manage. To help ensure that documents and metadata are managed
consistently across departments, you decide to create a central
content type hub. All content types will be created on the content type
hub and then published to make them available on other site
collections.
Your first task is to create some site columns and content types that
you can use to test the content type publishing process. Next, you will
configure a Managed Metadata Service application instance to
propagate content types from the content type hub to every web
application that consumes the service application. Finally, you will
publish your content types and verify that they are available for use on
other site collections.
Lesson 2: Understanding Term Stores and Term
Sets

• Overview of Managed Metadata

• Introducing Terms and Terms Sets
• What Is the Managed Metadata Service
Application?
• Consuming Managed Metadata Across Farms
Overview of Managed Metadata

Enterprise keywords
• Flat list
• Users tag items
• All users can update list

Terms
• Flat or hierarchical list
• Categories or classifications
• Few users can update list
• Use for lists, libraries, content types, or managed navigation

Content types
• Specific types of document
• Definition includes template and
metadata
Introducing Terms and Terms Sets

Term group

Term Set 1

Terms

Term Group Contributor Term Set 2

Manager
What Is the Managed Metadata Service
Application?

Managed Metadata Service

Site Collection A Site Site

(Content type hub) Collection B Collection C
Consuming Managed Metadata Across Farms

• Enterprise scalability
• One-way or two-way publishing
• Multiple farms publishing or consuming

Intranet farm Specialized department

farm
Lesson 3: Managing Term Stores and Term Sets

• Creating and Managing Term Groups and Term

Sets
• What Is Managed Navigation in SharePoint 2013?
• Configuring Refinement and Faceted Navigation
• Configuring Multilingual Term Sets
Creating and Managing Term Groups and Term
Sets

• Term groups
• Group managers
• Contributors

• Term sets
• Owner
• Submission policy
• Site navigation

• Terms
• Labels
• Custom properties
What Is Managed Navigation in SharePoint
2013?

Site Navigation

Home

Departments

IT
Pages Library
HR
Departments.aspx
Sales
IT.aspx
HR.aspx
Sales.aspx
Configuring Refinement and Faceted Navigation

• Refinement
• Additional way to filter list or library information
• Web Part driven
• Refinement Web Part is associated with other search-
driven Web Parts

• Faceted navigation
• Specify additional refiners for individual terms
• Configured through site collection settings

• Crawled properties must be configured as refiners

Configuring Multilingual Term Sets

Machine
Corporate Translation
taxonomy Service
Distribution
level
Term store
Secret
Secreto

Confidential
Confidencial
Language
pack
Public
Pública
Lab B: Configuring and Using Managed
Metadata Term Sets

• Exercise 1: Configuring the Managed Metadata

Service
• Exercise 2: Creating Term Sets and Terms
• Exercise 3: Consuming Term Sets

Logon Information
• Virtual machines: 20331B-NYC-DC-11,
20331B-NYC-DB-11, 20331B-NYC-SP-11
• User Name: administrator@contoso.com
• Password: Pa$$w0rd

Estimated Time: 40 minutes

Lab Scenario

As the next step in controlling and managing

information architecture, you want to introduce
centrally-managed term sets to standardize how
metadata is captured and recorded. This will
enable users to tag and locate information based
on a consistent set of terms. Your team must
implement a central SharePoint 2013 term store
and configure the Managed Metadata Service
application to propagate term sets to site
collections across the organization.
Module Review and Takeaways

• Review Question(s)