Content Organizer and Managed Metadata Service


Note: This post is based on Beta 2 and is subject to change in future releases.

I highly recommend to review the Services in SharePoint 2010 Products diagram, Managed metadata operations (SharePoint Server 2010) and

Plan for large Pages libraries (SharePoint Server 2010) on SP 2010 TechNet site before trying the following steps.

In this post I am going over steps required to configure content organizer by leveraging managed metadata service to automatically organize publishing pages based on the metadata selected by author when creating pages. These steps have been validated against Beta build (4536.1000) and is subject to change for RTM release.

1.       Add a new column and set the type to “Managed Metadata”.
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2.       Assuming that you already configured your enterprise taxonomy through a managed metadata service application in your farm, select the desired term-set and click on “OK” to provision the column.
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3.       Add the new site column to the desired content type (e.g. Base Page) used for creating pages.

 

4.       In SharePoint Designer 2010, from navigation bar click on “Page Layouts”, select desired page layout (e.g. AWDestGuideSectionPage.aspx” and add the following tag to register the new “Microsoft.SharePoint.Taxonomy” namespace:

 

ASPX

 

<%@ Register Tagprefix="Taxonomy" Namespace="Microsoft.SharePoint.Taxonomy" Assembly="Microsoft.SharePoint.Taxonomy, Version=14.0.0.0, Culture=neutral, PublicKeyToken=71e9bce111e9429c" %>

 

5.       Also add the “TaxonomyFieldControl” to the end of the page layout to allow selecting the destination while creating or editing the page.

 

ASPX

 

<PublishingWebControls:EditModePanel runat="server">

 

<Taxonomy:TaxonomyFieldControl FieldName="f4690800-8e24-468e-beef-9d802e4c3fbe" runat="server"></Taxonomy:TaxonomyFieldControl>

 

</PublishingWebControls:EditModePanel>

 

6.       Save and check in the page layout.

7.       From “Site Content and Structure” page right click on the “pages” library, select “Edit properties” and under “General Settings” enable folder creation option.

 

8.       Create new folders under “Pages” library that correlate to “Segment” term set (e.g. Competitors, Consumers).
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9.       Make sure to activate “Content Organizer” feature for the site.
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10.   From “Site Settings” page select “Content organizer setting” link and configure it to automatically creates sub folder if number of pages grows over certain limit.
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11.   From “Site Settings’ page click on “Content organizer rules and create rules for “Competitors” and “Consumers”.
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12.   Create a new page and click on “Page Layout” icon to change the layout to “Destination Guide Section Page”.
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13.   Chage the value of “Segment” to “Consumers.
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14.   Save the page and check in. 

 

15.   Notice that new page is now accessible under “Pages/Consumers/” as configured in the rule.

 

16.   Create another page and set the “Segment” to “Competitors”.
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Comments (1)

  1. Russ Houberg says:

    Great stuff Ali!  Man that's a handy technique!

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