- Part 1 – Setting up Managed Metadata Service
- Part 2 – Explaining how to use the Term Store
- Part 3 – Creating a Site Column with managed Metadata (gotchas with List Definitions)
- Part 4 – Search Refiners with Managed Metadata
- Part 5 – Search CAML query with Managed Metadata
In this 5 part blog I’m going to explain about Managed Metadata Service. The managed metadata service application has two purposes, 1. To make it possible to use managed metadata and 2. Share content types. I will not be going into detail about the Content Hub or shared content types across site collections in this series of blogs, but basically if you create a site collection and turn on the feature Content Type Syndication Hub before creating the Managed Metadata Service you will have a working Content Hub for the Farm. The Managed metadata service can be used to define metadata centrally for all web applications. You can even use the service across farms. Cross farms will also be outside of the scope of this blog.
If you have already created your managed metadata service using the SharePoint wizard then you can completely skip this step. However in a live environment you probably won’t want to use the wizard and create the Managed Metadata service manually so that it has the correct service account.
Setting up Managed Metadata Service.
- Open central administration and click on Application Management. Under the Service Applications section, click on Manage Service Applications.
- On the ribbon bar click New and select Managed Metadata Service.
Put the following information in:
- Name: Managed Metadata Service
- Database Server:
(This should be your SharePoint SQL server. Normally entered by default)
- Database Name: SP_Dev_MMS
- Under Application Pool, Create a new application Pool Application Pool Name: MMS_AP
(In my case I have an account already set up called SP_Services, use whatever account you wish that is not your Farm Account or your personal account. Register a new managed account called SP_MMS if you like)
- Content Type Hub: (This is the URL to your Content Hub, please note you will not be able to change this again here in the UI. If you wish to add it later, or change it, you will need to use PowerShell.)
- Report syndication import errors: Ticked
- Add this service application to the farm’s default list: Ticked.
- Click OK
If you have followed the instructions above correctly, you should now see Managed Metadata Service in the Service Application list.
By clicking on this you will now have access to the Term Store Management Tool.
In my next blog I will explain how to use the Term Store Management Tool in more detail. How to create Term Sets, and how to assign permissions.