Archive for June 2015

How To Import New Managed Metadata Termsets   Leave a comment

Another method of getting your Termsets into the Managed Metadata Store is of course to just import them.  I have several pre-defined termsets that you can use.

Step 1 – From the Managed Metadata Store in SharePoint Central Administration, I created a “Global Term Properties” Group.  This will be where I create termsets to be used by everything in the entire farm.

Weekday_Termset_1

Step 2 – Upload your defined terms saved a Microsoft Excel Workbook or Comma Delimited File (.csv)

Weekday_Termset_2

Step 3 – Review your Imported terms

Weekday_Termset_3

To show you how I created these Excel files, I have several below that you can download, experiment with, or just use.

Bismarck!

Posted June 26, 2015 by Bismarck in SharePoint 2013

How To Add the Schools of the World as a Metadata Termset   Leave a comment

This took quite some time to gather and place into a Microsoft Excel worksheet but I persevered through the tedious effort to build a TermSet of what I call the “Schools of the World”.  This PowerShell script will populate a “Schools” termset with all of the known (as of today) Colleges and Universities on planet Earth.

To run, execute PowerShell as an Administrator or the SharePoint Setup Account. Navigate to the folder where the Script and .CSV file reside and type

.\SP-ImportTermSet.ps1 http://mysites.portal.contoso.com SchoolsTermSet.csv

This will add a “Schools” termset under the “People” Term Group.

Note: if “Schools” has not already been provisioned, your will need to run the script twice.  First to provision the termset, and second to populate it with the terms.

Download the SchoolsTermSet and rename it to SchoolsTermSet.csv, then copy the PowerShell Termset Installer below as SP-ImportTermSet.ps1.

PowerShell Script: SP-ImportTermSet.ps1

#*******************************************************************************
#*        Author: Paul D. Fox
#*          Date: 05/08/2014
#*   Description: PowerShell Script to Import TermSets into the Managed Metadata
#*                Term Store from a .CSV of specified terms.
#*
#* Modifications: MM/DD/YYYY – Description
#*
#*     Execution: Modify the parameters below to coincide with your Farm
#*                Credentials, Managed Metadata Service Name, and Term Group
#*      Description. To run this script create open the SharePoint
#*                Management Shell and Execute the following from the directory
#*                where the .csv resides.
#*
#* To Execute, type the following:
#* .\SP-ImportTermSet.ps1 “http://mysites.portal.contoso.com” “SchoolsTermSet.csv”
#*
#*******************************************************************************
param(
[string]$siteUrl,
[string]$inputFile)

[string]$termStoreName = “Managed Metadata Service Proxy”
[string]$termGroupName = “People”
[string]$termGroupDescription = “Term Store used to Extend User Profile Information”
[string]$termGroupMgr = “CONTOSO\SPFarmAdmin”
[string]$termGroupContributor = “CONTOSO\SPFarmAdmin”
[string]$termSetDescription = “Schools”
[string]$termSetOwner = “CONTOSO\SPFarmAdmin”
[string]$termSetStakeholder = “CONTOSO\SPFarmAdmin”

#Add the SharePoint PowerShell Snap-In
Add-PSSnapin Microsoft.SharePoint.PowerShell -ErrorAction SilentlyContinue

#*******************************************************************************
#* Check if both params are passed, else show Syntax.
#*******************************************************************************

if ($siteUrl -eq “”)
{
“Syntax: S2-ImportTermSet , ”
exit;
}
if  (-not($siteurl.ToLower().StartsWith(“http`://”)))
{
“Invalid Web Application Url”
“Syntax: Build-CbMySites ”
exit;
}
if ($siteurl.EndsWith(“/”))
{
$siteurl = $siteurl.Substring(0,$baseUrl.Length -1)
}
#*******************************************************************************
# [string]$siteUrl = $(Read-Host -prompt “Site Collection URL”),
# [string]$termStoreName = $(Read-Host -prompt “Term Store Name”),
# [string]$termGroupName = $(Read-Host -prompt “Term Group Name”),
# [string]$termSetName = $(Read-Host -prompt “Term Set Name”),
# [string]$inputFile = $(Read-Host -prompt “Input File (including full path)”))
#*******************************************************************************

[Reflection.Assembly]::LoadWithPartialName(“Microsoft.SharePoint.Taxonomy”) > $null

function Get-SpTermGroup
{
$termGroup = $termStore.Groups[$termGroupName];
if ($termGroup -ne $null)
{
return $termGroup
}
else
{
$termGroup = $termStore.CreateGroup($termGroupName)
$termGroup.Description = $termGroupDescription
$termStore.CommitAll()
$termGroup.AddGroupManager($termGroupMgr)
$termGroup.AddContributor($termGroupContributor)
$termStore.CommitAll()
return $termGroup
}
}

function Get-SpTermSet([string]$termSetName)
{
$termSet = $termGroup.TermSets[$termSetName];
if ($termSet -ne $null)
{
return $termSet
}
else
{
$termSet = $termGroup.CreateTermSet($termSetName)
$termSet.Description = $termSetDescription
$termSet.Owner = $termSetOwner
$termStore.CommitAll()
$termSet.AddStakeholder = $termSetStakeholder
$termStore.CommitAll()
return $termSet
}
}

function Add-SpTerm([string]$termName, $parentTerm)
{
try
{
if ($parentTerm -eq $null)
{
$term = $termSet.CreateTerm($termName, 1033);
}
else
{
$term = $parentTerm.CreateTerm($termName, 1033);
}
if ($term -eq $null)
{
Write-Host “Term $termName could not be created” -ForegroundColor Red
}
else
{
$term.IsAvailableForTagging = $available ;
write-host “Term $termName has been created”
if ($synonyms.Count -gt 0)
{
foreach ($synonym in $synonyms)
{

$term.CreateLabel($synonym,1033, $false);
write-host ”    Synonym $synonym has been created”
}
}
$termSet.TermStore.CommitAll();
}
}
catch { }
return $term
}

function Get-SpTerm([string]$termName, $parentTerm)
{
if ($parentTerm -ne $null)
{
$term = $parentTerm.Terms[$termName];
}
else
{
$term = $termSet.Terms[$termName];
}
if ($term -eq $null)
{
$term = Add-SpTerm $termName $parentTerm
}
return $term
}

function Import-SPTermStoreGroupTerms
{
$isValid = $true;
$message = “”;
if ($siteUrl.Length -eq 0)
{
$message = “`nPlease provide a site URL”;
$isValid = $false;
}
if ($termStoreName.Length -eq 0)
{
$message += “`nPlease provide a Term Store Name”;
$isValid = $false;
}
if ($termGroupName.Length -eq 0)
{
$message += “`nPlease provide a Term Store Group Name”;
$isValid = $false;
}
if ($inputFile.Length -eq 0)
{
$message += “`nPlease provide an input file”;
$isValid = $false;
}
else
{
$csv = Import-csv -path $inputFile
if ($csv -ne $null)
{
[string]$termSetName =  $csv[0].”Term Set Name”;
if ([string]::IsNullOrEmpty($termSetName))
{
$message += “`nPlease provide a Term Set Name”;
$isValid = $false;
}
}
else
{
return “Argument supplied for input file was invalid.”;
}
}
if ($isValid -eq $false)
{
write-host “`n`nERROR OCCURRED`n`t$message`n`n”
write-host “NAME`n`tImport-SPTermStoreGroupTerms`n”
write-host “SYNOPSIS`n`tConsumes a CSV file containing a listing of term names and creates them if needed in the specified term set.`n”
write-host “SYNTAX`n`tImport-SPTermStoreGroupTerms siteUrl termStoreName termGroupName termSetName inputFile`n”
write-host “EXAMPLES`n`n Import-SPTermStoreGroupTerms “”http://sp2010″” “”Managed Metadata Service”” “”Enterprise Metadata”” “”Business Units”” “”C:\Users\Me\Desktop\input.csv””`n”
write-host “SAMPLE INPUT FILE`n`tTerm`n`tSample Term 1`n`tSample Term 2`n`tSample Term 3`n”
return;
}
try
{
$ErrorActionPreference = “Stop”;
try
{
$taxSession = Get-SPTaxonomySession -Site $siteUrl;
try
{
$termStore = $taxSession.TermStores[$termStoreName];
if ($termStore -ne $null)
{
try
{
$termGroup = Get-SpTermGroup
if ($termGroup -ne $null)
{
try
{
$termSet = Get-SpTermSet $termSetName
if ($termSet -ne $null)
{

foreach($line in $csv)
{
$available = $false
$synonymList= $null
$synonyms = $null
[string]$termName1 = $line.”Level 1 Term”;
[string]$termName2 = $line.”Level 2 Term”;
[string]$termName3 = $line.”Level 3 Term”;
[string]$termName4 = $line.”Level 4 Term”;
[string]$termName5 = $line.”Level 5 Term”;
[string]$termName6 = $line.”Level 6 Term”;
[string]$termName7 = $line.”Level 7 Term”;
[string]$switch = $line.”Available for Tagging”;
[string]$synonymList = $line.”Synonyms”;
if (-not ([string]::IsNullOrEmpty($synonymList)))
{
$synonyms = $synonymList.Split(“|”);
}
if ($switch.ToLower() -eq “true”)
{
$available = $true
}
#Get Level 1 Term
$term = Get-SpTerm $termName1

if (-not ([string]::IsNullOrEmpty($termName2)))
{
$term = Get-SpTerm $termName2 $term
if (-not ([string]::IsNullOrEmpty($termName3)) )
{
$term = Get-SpTerm $termName3 $term
if (-not ([string]::IsNullOrEmpty($termName4)) )
{
$term = Get-SpTerm $termName4 $term
if (-not (![string]::IsNullOrEmpty($termName5)) )
{
$term = Get-SpTerm $termName5 $term
if (-not (![string]::IsNullOrEmpty($termName6)) )
{
$term = Get-SpTerm $termName6 $term
if (-not (![string]::IsNullOrEmpty($termName7)))
{
$term = Get-SpTerm $termName3 $term
}
else
{
return “Error:  Term Name Left Blank”;
}
}
}
}
}
}
}
}
else
{
return “Termset $termSetName does not exist in the term store group $termGroupName”;
}
}
catch
{
“Unable to acquire the termset $termSetName from the term group $termGroupName”
}
}
else
{
return “Term store group $termGroupName does not exist in the term store $termStoreName”;
}
}
catch
{
“Unable to acquire term store group $termGroupName from $termStoreName”
}
}
else
{
return “Term store $termStoreName does not exist”;
}
}
catch
{
“Unable to acquire term store for $termStoreName”
}
}
catch
{
“Unable to acquire session for the site $siteUrl”
}
}
catch { }
finally
{
$ErrorActionPreference = “Continue”;
}
}
Import-SPTermStoreGroupTerms
Remove-Variable * -Scope Local -ErrorAction SilentlyContinue

Bismarck!

Posted June 24, 2015 by Bismarck in SharePoint 2013

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How To Build a SharePoint Development Standards Document   Leave a comment

Building upon the SharePoint Governance Plan document that I posted the other day, I began creating a Development Standards document for SharePoint.  This is something of a good idea if you either have a large team of designers and developers enhancing and extending the SharePoint platform.  In addition, its  good idea to have some kind of standards document for your organization when utilizing contractors or consultants as additional resources that will only be available temporarily.

This is my first draft at such a document.  It covers both SharePoint 2010 and SharePoint 2013.  I still have some images to add to the document (you will see my placeholders), and I don’t have much of anything for Standards on App Model development.  If you already have standards for this I’d love to hear about it.

So in the spirit of sharing my work, feel free to download this SharePoint Development Standards Development Document.  Hopefully I will get the time to move it out of draft state soon.

Download the SharePoint Development Standards Document.

Bismarck!

Posted June 5, 2015 by Bismarck in SharePoint 2013

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How To Build a SharePoint Governance Document   Leave a comment

I have been working with SharePoint since version 2003.  I didn’t begin developing a Governance document until after considerable months with version 2007 and realizing that the platform was just too big to be without such a document.  I’ve gone through several iterations since then.  Once in SharePoint 2010 and now in SharePoint 2013 I feel its complete enough for myself.  I have seen several attempts on the Web at this endeavor and they just didn’t appear comprehensive enough.  I also captured snippets here and there from the Web and through SharePoint Saturday’s and conversations.

So I now have a complete SharePoint 2013 Governance document I’d like to share with the rest of the world. Click on the Hyperlink below and enjoy.

Download the SharePoint 2013 Governance Plan.

Regards,

Bismarck

Posted June 3, 2015 by Bismarck in SharePoint 2013

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