P3 AutoTagging

Auto Tagging is a SharePoint 2010 farm feature which inserts Metadata Tags automatically to the document, these tags can be specified using #Tags in a multiline text fields.

Prerequisites

A Document Library with the below fields
  • Multiple lines of text
  • Managed Metadata

Note: Please make sure the Term Store selected for the above "Managed Metadata" has the following settings in the Central Administration page of your SharePoint
  • Submission Policy - radio button "OPEN" is selected
  • Available for Tagging - is Checked

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Tagging Functionality:


In item updated event, it gets the web property and retrieves multiline text field name and mapped metadata field name.
It scans the multiline text field for '#' char and any word starting with '#' is picked up to add as a term in the metadata field. In the word starting with #, '_' is considered as space. example,
#Testing_Term will be added as term in metadata field as Test Term
Once all terms to be added are in a collection, for each term in the collection, if item is not present in termset, then it creates the term and updates specified metadata field with the new term or simply updates field to include the term in collection.

Installation

Please Follow these steps to install this solution

Step:1 Check if the "SharePoint 2010 Administration" service is running
click start->run->"services.msc"
search for "SharePoint 2010 Administration" and start the service

Step:2 Goto Start AllPrograms->Microsoft SharePoint 2010 Products
run SharePoint 2010 Management Shell as administrator

step:3 Add-SPSolution -LiteralPath "..Path to P3.Modules.SharePoint.AutoTag.wsp"
Step:4 Install-SPSolution -Identity "P3.Modules.SharePoint.AutoTag.wsp" -GACDeployment
wait for few mins for the job service to complete
Step:5 Enable-SPFeature -Url "Url" -Identity "f0b2bd3a-68a6-4d3b-8893-f20d91b4a407"


To Uninstall

Step:1 Disable-SPFeature -Url "Url" -Identity "f0b2bd3a-68a6-4d3b-8893-f20d91b4a407"
Step:2 Uninstall-SPSolution -Identity "P3.Modules.SharePoint.AutoTag.wsp"
step:3 Remove-SPSolution -Identity "P3.Modules.SharePoint.AutoTag.wsp"



Errors

1)A deployment or retraction is already under way for the solution, and only one deployment or retraction at a time is supported
Ans) Wait for the job service to complete

Configuration:

Steps to configure Auto Tagging
  • Navigate to the document library that you wish to configure the Auto Tagging Feature.

Click on AutoTagging Config under the "P3 Tools" tab.

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  • The Config dialog requires a MultiLine sharepoint column and Managed Metadata field to be specified.

The MultiLine column will contain the #tags for the document

Managed Metadata tag will contain the actual metadata tags

Now upload any document to the document library & simply insert some #tag's in the MultiLine column and save, the Managed Metadata tags will be created automatically

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Last edited Jun 2, 2015 at 2:46 PM by P3Aviation, version 7