Configuring Managed Metadata Service in SharePoint 2010 – Step by Step Guide
The Managed Metadata service application allows us to centrally manage Metadata and content types which can be shared across SharePoint Farms, Web Applications, Site Collections, Sites and Lists. Managed Metadata service application offers these two features per service application:
- Content type Hub
- Term store Management
Table of contents
- Content Type Hub:
- 2.0 Managing Content Type HUB
- 3.0 Term Store Management
Content Type Hub:
Content Type Hub allows the centralization and sharing of Content Types through the Managed Metadata Service Application. In SharePoint 2007 content types were bound to site collections. This was a pain since we had to create content types from the scratch when moving from one site collection to another. Now in SharePoint 2010 with managed metadata service application’s content type hub feature you can centrally manage content types, share and re-use them across Farm, Web applications and site collections. By definition, content type Hub is the site collection that will host the content types that are shared. Content type syndication is the process of sharing the content type across the enterprise.
Term Store Management:
MMS provides a Term store management tool to collect and share terms farm-wide which makes Managing & Finding content easier. These terms can be predefined and controlled centrally by a small number of persons (taxonomy) or opened to all users (folksonomy). You can use these terms across your web applications as metadata columns and tags.
1.0 Creating a new Managed Metadata Service Application
1. Go to Central Administration, Click on Application Management and then click on Manage service applications link.
2. In the ribbon, Click on the New item and select Managed Metadata Service.
2) Enter a name for Managed Metadata Service, say “Managed Metadata Service”. Fill in the other details such as database server name (DB Server of SharePoint), Managed Metadata service’s database name.
3) Scroll down and enter the Application Pool account, Managed Account details.
Specify the content type hub.
Determine the location of Content Type Hub:
Be aware when entering the content type hub when creating Managed Metadata service application. You can’t simply change the content type hub afterward (The only option left is recreating the MMS service). Make sure you are typing the correct URL without any typo and without page names like default.aspx Click the OK button at the bottom to create Managed Metadata service application.
1.1 Start the MMS Web Service
Navigate to Central Administration >> System Settings >> Manage services on the server and start the Managed Metadata Web Service
If you failed to do the above step, Then you can expect the below errors while accessing Term store or MMS Service connection.
1.2 Set the MMS connection
For Term Store As a final step, let’s set the default location for our term store by going to: Central Administration >>Manage Service Applications and click Managed Metadata Service Connection and then “Properties” from the ribbon.
Tick the Check box “This service application is the default storage location for column specific term sets.” and click OK button at the bottom to save the changes.
If you failed to do the above steps, you will get: The Default Term store for this site cannot be identified. Error when you try to add a new Managed Metadata column in lists.
Now we have successfully set up Managed Metadata Service, let’s get into the Term Store Management tool by navigating to on the newly created Managed Metadata Service Application.
2.0 Managing Content Type HUB
Content Type Hub is a central location where you can manage and publish your content types to the subscribed sites. We have to specify the location of content type hub during setting up the MMS service application.
2.1 How to Publish Content Type?
In order to maintain consistency and avoid rework, content types must be published from the content type hub and can be consumed from other site collections.
Activating Content Hub Feature
In the content type hub, make sure Content type syndication Hub feature is activated under the site collection features. Otherwise you will not get options to publish content types. Activate this feature only in CT HUB.
Publishing a Content Type: Go to the Content Type Hub site, create required content types. Once done, go to Site Actions >>Site Settings. Click on Site content types Under Galleries.
In Settings section of Content type Click on “Manage publishing for this content type” and On Content type publishing selects “Publish” and clicks on “OK” button.
Click the Manage content type publishing and Check the Publish Radio button and say OK.
Content type is published, but not available in other site collections? After this, we may require to run Timer jobs manually the first time to publish the content type. Go to “SharePoint 2010 Central Administration” >> Click on Monitoring -> Click on Review job definitions. There are 3 timer jobs that will run at pre-defined intervals to push the content types across to other site collections that share the same Web Application. In Job Definitions run the jobs in the following order:
- Content Type Hub
- Content Type Subscriber
- Content Type Subscriber job for publishing site (Optional)
Once done, you will find the content of the Site Content type which we created in above Site Collection in any of the site collections subscribed to content type Hub. Just go to the Site Actions >> Site Settings, Under the Galleries click the Site Content Types.
2.2 FAQ’s on Content Type Hub
What will happen when you Un-Publish a Content Type? This will create local copies of the content type and the data will be intact.
Can I change the content type from Subscribed sites? No. You can’t change the synchronized content Type inside the subscribed Site Collections because the published content types from Hub will be in Read-Only mode in the subscribed sites. You have to do such changes from the Content type hub only.
Does it support document templates/Document Sets?
Yes, it supports both. But make sure document set feature is activated in the target site. This applies to all other features as well.
Does it support Custom Fields types? Content type Hub doesn’t support Custom fields and external data columns
How about Workflows? Yes, you can associate workflows with content types. The association will be published but not the workflow itself.
What’s the case when I have multiple MMS service application? The default MMS gets the priority and will be your content type hub.
What will happen when a column is removed from Content Type in Content Type Hub? When deleted and re-published in Content type Hub, the same column will be removed from the Site Content Type of the subscribed sites.
2.3 Troubleshooting Content Type Hub
Checking Error Logs If you want to check for problems, you can check at the Publisher or at the Subscriber sides. Click on the site collection’s Site Settings. Under the Site Collection Administration, click on Content type service application error log.
3.0 Term Store Management
SharePoint Server 2010 includes the Term Store Management Tool, which you used to create and manage term sets. If you have the appropriate permissions, you can use the Term Store Management Tool to manipulate terms & keywords. Before diving into the Term store, Let’s familiarize ourselves with some definitions.
3.1 Term Store Definitions
Term Store: This is the database in which our managed metadata is stored in.
Taxonomy vs. Folksonomy “Taxonomy” are predefined words or phrases that can only be created by users with the appropriate permissions and are often organized into a hierarchy. “Folksonomy” are words or phrases that have been added by the end user. All enterprise keywords are part of a single, non-hierarchical term set called the keyword set.
Term Group: is a collection of Term Sets. A Term store can have multiple groups. Security is set on this level.
Term Set: A term set is a collection of related terms
Term: A term is a word or phrase that can be associated with an item in SharePoint Server 2010
Some Important Properties: Available for Tagging
Checkbox determines whether the particular term set/term is enabled or not.
Open vs. Closed Term Sets:
Closed terms sets are not open for modifications. Term Group Managers vs. Contributors- Both can contribute to the Term set, but Group Managers can add users to either of the group.
3.2 Manipulating Terms in Term Store
Once you have the MMS Ready, you can import, create/Manipulate items inside. Get into the Term store from Central Admin >> Application Management >> Service Applications >> click the Managed Metadata Service Application Now, you can Create/import Terms.
3.3 Metadata Navigation on SharePoint lists
Metadata navigation allows users to filter list and library views instantly based on Metadata terms, while key filters allow for greater refinement. Enabling metadata navigation automatically indexes list columns by default. Get into the settings page of the desired List/Library. Click on Metadata Navigation Settings
Now choose the Metadata field (In my case it was: Region) in both options
Click OK button at the top to save the changes
Now see it in action from left navigation.
Unable to find “Metadata Navigation Settings” in Document Library/List Settings?
You have to Enable the feature: Metadata Navigation and Filtering. Go to: Site Settings >> Manage Site Features >> activate “Metadata Navigation and Filtering” feature!
3.4 Consuming Metadata
In Lists/Libraries Now we have our Metadata ready. Let’s create a metadata column in a list to consume the metadata from the metadata store. Create a List and add Metadata column
Click on “Create Column” on the desired list/library.
Give a name to the column. Select the column type as Managed Metadata.
Scroll to the bottom and select the desired Term set /Term from the Term store under the Term Set Settings
Now we can see the data from the term store as below:
That’s all. We are done.
3.5 Limitations & Boundaries
- No InfoPath Support
- No SharePoint Workspace support
- You can’t Edit Managed Metadata columns in Datasheet view
- No built-in support for search/refine result sets based on synonyms
- In view Filters can’t use Begins with or contains operators.
- Can’t be used in calculated columns
- Local term stores will lose when you backup/restore (use Export-SPMetaDataWebServicePartitionData/Import-SPMetadataWebServicePartitionData)
- Office 2003/2007 clients not supported.
- In SPD workflows you can’t directly use the name of the term, but you have to use the GUID of the term.
- You can’t add Managed Metadata columns from SharePoint designer.
- Blank template based root sites in a site collection doesn’t work with Managed Metadata
- 7 Levels of Hierarchy
- 30,000 TERMS per TERM Set
- 1,000 TERM Sets in a TERM Store
- 1000000 TERMS in a TERM Store
- 250 Terms in a single taxonomy field
3.6 Local Term Store
Local term sets are created within the context of a site collection. While creating a Metadata column, if you choose the “Customize your term set” option, this creates a Local terms store available to all the users scoped within the current site collection. To manipulate the local term store you need to have either full control or site collection admin rights.
10 thoughts on “Configuring Managed Metadata Service in SharePoint 2010 – Step by Step Guide”
Hi when I try to start this service the page goes to processing and just hangs there. Also I noticed that the SharePoint Foundation web application service will get stuck in provisioning. I forced it to online with Powershell but I think there is still something stuck/hanging. Any thoughts?
great post! do you know is there a way to organzie the data better? for example we have tons of terms and you just have to scroll and scroll through all the options in the form. Is it possible to make it a pop-up box to show more items at once?
Just am crazy to read all your posts in this blogs. it is awesome….
AMAZING! Very well done
I am unable to rename the group terms and/or term sets on Central admin. Also, i don’t see the term store in site collections. I am an admin on all the site and CA as well.Please let me know what is going wrong.
Thanks in advance!
Looks like this feature is not enabled. Just enable it by:
Enable-SPFeature -id “73EF14B1-13A9-416b-A9B5-ECECA2B0604C” -Url https://site-collection-url.
You have to add your self as Term store Administrator to resolve your first issue.
Let me kmow the outcome.
This is an amazing step by step guide. Well done Salaudeen 😉
This is an amazing step by step guide and you also point out many gotcha’s on the way. Well Salaudeen I will have to keep and eye on your blog 😉
Excellent Its worth a million dollars ! Very informative. Thanks a lot !
Hi salaudeen can you give some explanation on how to achieve “re-assign” task in a share point designer 2010 workflow?? The user can choose a name from people picker and click the re-assign button and the task will be assigned to them. This is what i need to know. Please let me know. Thanks in advance.