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Copyright © 2005-2013 KWizCom Corporation. All rights reserved.
E-mail: info@KWizCom.com
Web site: http://www.KWizCom.com
Sales
E-mail: sales@KWizCom.com
Telephone: +1-905-370-0333
Copyright © 2005-2013 KWizCom corp. All rights reserved. www.KWizCom.com
3
Table of Contents
Introduction ..................................................................................................... 5
Overview ........................................................................................................... 6
Why did we build it? ________________________________________________ 7
Key Features & Benefits ____________________________________________ 7
Installation ....................................................................................................... 9
Software prerequisites _____________________________________________ 9
Installation Procedure ______________________________________________ 9 SharePoint 2007 ........................................................................................................9 SharePoint 2010/2013........................................................................................... 10
Post Installation ___________________________________________________ 11
Un-Installation Procedure _________________________________________ 14
Component Localization ..............................................................................15
Translating a KWizCom component _________________________________ 15
Use the component in your preferred language _____________________ 16
Component Activation ..................................................................................17
User Guide .......................................................................................................22
Tagging Feature modules __________________________________________ 23 Tags Field Type ....................................................................................................... 23 Tag Cloud Web Part ............................................................................................... 25 Tags Search page ................................................................................................... 28 Tagging Feature integration with MOSS's search results page ....................... 29 Tags Import/Export................................................................................................ 30
Tagging by anonymous users ______________________________________ 31
Tagging from Microsoft Office applications _________________________ 31
Control new tags creation __________________________________________ 31
Cross browser support _____________________________________________ 32
Administration Guide ...................................................................................33
Tag Cloud web part - Introduction__________________________________ 33
Web Part Properties & Configuration Options _______________________ 33 Tags List Settings ................................................................................................... 34 General Properties.................................................................................................. 35 Display Properties .................................................................................................. 36 Errors ....................................................................................................................... 37
Tagging Feature Management ______________________________________ 38 Tagging Feature General Settings ....................................................................... 38 Managing Tags Lists ............................................................................................... 41 Adding the Tag Field to SharePoint lists ............................................................. 42 Integrate the Tagging feature with MOSS search results page....................... 45 KWizCom Tagging Feature Client Extensions ..................................................... 52
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FAQ ....................................................................................................................58
Why do I need the SharePoint Tagging Feature? ____________________ 58
Does the Tagging feature support hierarchical category trees? ______ 58
Does the Tagging Feature support WSS? ___________________________ 58
How do I create new tags? _________________________________________ 59
We already have a defined taxonomy; can we import it to SharePoint? ___________________________________________________________________ 59
Can we use SharePoint Tagging Feature to implement a central, cross site taxonomy in our company? ____________________________________ 59
How do I delete tags? _____________________________________________ 60
How do I rename a tag? ___________________________________________ 60
Do I need to install anything to use the Tagging client extensions? __ 60
Do I have to install anything on my company's client-PCs? __________ 60
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Introduction
KWizCom SharePoint Tagging Feature provides a complete taxonomy management solution for SharePoint 2007/2010/2013.
This document provides all the information needed to install, evaluate and deploy this KWizCom product:
Product overview
Installation guide
Component activation
Administrator guide
User Guide
FAQ
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Overview
KWizCom SharePoint Tagging Feature provides an extensive taxonomy management solution for SharePoint-based implementations:
Document Management
Collaboration workspaces
Portals
Internet web sites
This all-in-one solution supports both Web 2.0-style tagging and
hierarchical/structured categories.
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Why did we build it?
SharePoint 2007 doesn’t provide any tagging/taxonomy management
capabilities.
As for SharePoint 2010/2013 – it does provide tagging capabilities, but
still has some limitations such as:
The metastore taxonomy features exist only in SharePoint server,
so SharePoint Foundation users don’t get any taxonomy
management capabilities.
No built-in ability to tag external web content (tag content located
in other web systems in the enterprise)
No support for tag-level permissions and approval routing
No support for filtering tags/categories by views.
Key Features & Benefits
Feature KWizCom Tagging Feature
SharePoint 2007
SharePoint 2010/2013
Supports both SharePoint server and WSS/SharePoint Foundation
N/A Supports SharePoint
Server only
Cross site collection taxonomy management N/A
Enables tagging external web content using web service API
N/A
Tag Cloud view N/A
Tag Index view N/A
Supports hierarchical category trees N/A
Support multi-parent hierarchical category trees N/A
Displays tags as a menu bar, enabling logical
navigation (category-based navigation)
N/A
Enables sorting and filtering tags by views N/A
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Tags Email alert subscription - alert users when an Item was tagged according to tags they subscribed to (with the option to unsubscribe)
N/A
Automatic tagging of email messages: when a user adds a token {TAG:[tag1;tag2;tag3]} to the email subject it will automatically tag the
email sent to email enabled library.
N/A
Tag-level permissions N/A
Filter tags by permissions and views (different users may see different tags according to permissions and views)
N/A
Define max. amount of tags to display in the Tag Cloud
N/A
Supports multiple tags lists, in different scopes N/A
Supports Anonymous access N/A
Fully integrated with SharePoint search results N/A
Can be used in content types and as independent site columns
N/A
Supports tagging documents directly from Office 2007/2010 applications
N/A
Control new tags creation N/A
All user interfaces are fully customizable using .CSS and web user control (.ascx).
N/A
Taxonomy import utility enables importing vocabularies from CSV/XML and 3rd-party formats such as WAND formats.
N/A
Supports .CSV only
Faceted search (ability to filter search results by category)
N/A
Multilingual (standard for all KWizCom components) N/A
Cross-browser compatible (IE, Firefox and Google
Chrome)
N/A Partial
support
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Installation
Software prerequisites
Server Requirements
1. SharePoint 2007 / WSS 3.0 or
2. SharePoint Server/Foundation 2010/2013
Client PC Requirements
1. Windows 7+, iOS 10.8.4
2. Microsoft Internet Explorer 9+ / Mozilla Firefox (Latest version) /
Google Chrome (Latest version)
Installation Procedure
SharePoint 2007
1. Log in using SharePoint administrator account to your SharePoint
front-end server.
2. Unzip the KWizCom SharePoint Cascading Lookup Plus Field installation
zipped file on your server.
3. Double-click the .msi file in order to begin the installation.
When the installation process is complete it will recycle all
application pools automatically.
IMPORTANT: If you are upgrading an existing installation:
After you have completed the installation you may need to run
installation once again and perform a "repair" operation, due to files locked by IIS.
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SharePoint 2010/2013
1. Log in as SharePoint administrator account to your SharePoint
front-end server.
2. Download the product’s latest evaluation version (zip file) from
KWizCom’s internet web site. This evaluation version is fully
functional for 30 days.
3. Download the KWizCom SharePoint Foundation zip file:
SharePoint 2010:
http://www.kwizcom.com/objects/KWizCom%20SharePoint%20201
0%20Foundation/KWizCom%20SharePoint%20Foundation.zip
SharePoint 2013:
http://www.kwizcom.com/objects/KWizCom%20SharePoint%20201
0%20Foundation/KWizCom%20SharePoint%20Foundation%202013
.zip
REMARK:
KWizCom SharePoint Foundation is a WSP package that includes all
KWizCom’s shared utilities and licensing modules for SharePoint
2010/2013.
4. Extract both zip files’ content into the same folder on your
SharePoint’s disk.
You will need now to install and deploy these standard SharePoint
WSP packages. This can be done by using SharePoint’s
stsadm/Pwershell tools, according to Microsoft’s guidelines for
installing WSP packages.
5. For a much quicker automatic installation, right-click the
Powershell script file “SP-WSPsInstaller.ps1” and select “Run with
Powershell”. This will start the automatic installation and
deployment process.
6. At the end of the installation process, you should see all packages
deployed in the Central Admin “Server Solutions” page, and the
KWizCom SharePoint Foundation package should be deployed also
in the Central Admin web application.
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Post Installation
SharePoint 2007
1. After completing the installation, you will see a new KWizCom entry in
Windows Start -> All Programs -> KWizCom containing the following programs: About SharePoint Tagging Feature Display General Information about the component.
Activate SharePoint Tagging Feature
This utility enables you (the SharePoint Administrator) to activate the
downloaded evaluation version.
SharePoint Tagging Feature Resource Editor
This utility enables you (the SharePoint Administrator) to translate the
component to your local language.
Please review the next sections for more information about component
localization and activation.
2. In order to start working with the Tagging Feature, you have to
activate the feature in the relevant site collection/s. Go to the site settings at the root level and click on "Site collection features" located under "Site Collection Administration":
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3. Locate "KWizCom Tagging Feature" and click the "Activate" button
next to it:
That's it! Your KWizCom SharePoint Tagging Feature is up and running!
4. When you browse your SharePoint Portal/Windows SharePoint Services
site, a new Tagging Feature Web Part will be available for you under "Virtual Server Gallery".
5. In the root level's site settings you will find the "KWizCom Tagging
Feature Management":
There you can configure general settings for the KWizCom Tagging Feature (see the Administration Guide in order to find out how).
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SharePoint 2010/2013
1. After completing the package installation and deployment Activate
the Tagging Feature in the requested site collection/s:
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Un-Installation Procedure
SharePoint 2007
1. Log in using SharePoint administrator account to your SharePoint
front-end server.
2. Go to Control Panel and double-click Add or Remove Programs.
3. Select product entry and click Remove button.
4. Click Yes to approve the removal of the component.
5. Once the product was un-installed, close the Add or Remove Programs
screen.
SharePoint 2010/2013
1. Retract the solution using SharePoint central admin or by using
stsadm/powershell command line.
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Component Localization
Every KWizCom component comes with a localization utility called "Resource File Editor" that enables translation of the component user interface to any required language.
The following section describes this utility and the translation process.
Translating a KWizCom component
SharePoint 2007
1. On your Windows task bar, select:
Start->All Programs->KWizCom->SharePoint Tagging Feature web
part-> SharePoint Tagging Feature Resource Editor
2. Select your target language on the "Select Culture" drop-down list.
3. Translate all the displayed strings in the strings grid by entering a
translated value in the "Localized Value" column.
4. Click the "Create"/"Update" button in order to create/save a resource
file for the selected target language.
5. If you want to create additional resource files for more target languages,
simply repeat stages 2-4 for each language.
6. Close the utility by clicking the "Close" button.
SharePoint 2010/2013
1. Go to: C:\Program Files\Common Files\Microsoft Shared\Web Server
Extensions\[14/15]\Resources.
2. Copy the product’s resource file:
KWizCom.SharePoint.WikiPlus.TagsSupport.TagFieldType.resx
to a new resource file, and add to its name the requested language’s
suffix.
Example: to create a French resource file, copy the file to the following
file name:
KWizCom.SharePoint.WikiPlus.TagsSupport.TagFieldType.fr-FR.resx
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3. Update the copied resource file and replace the English strings with the
translated strings. The translatable strings are located inside the <data
name> nodes, in their <value> attributes.
Example:
<data name="btnAccept" xml:space="preserve">
<value>Accept Changes</value>
</data>
4. Save the new resource file.
Use the component in your preferred language
All KWizCom components use .NET localization mechanism. This means that a KWizCom component will automatically use a language resource file according to the displayed application's language (this is true for all types of components).
Copyright © 2005-2013 KWizCom corp. All rights reserved. www.KWizCom.com
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Component Activation
SharePoint 2007
KWizCom components are available for evaluation prior to purchase. You
are welcome to try our components and verify that they indeed meet your needs.
The evaluation version for each KWizCom component contains all features
included in the component's production version. The only difference between the versions is that the evaluation will time-out after one month.
Once you decide to order a KWizCom component, follow the steps detailed
below:
1. Order the component on the KWizCom website –
www.KWizCom.com.
2. Send us the installed evaluation version's Product Code (you will
see the product Code on the "About" product page:
Note: Use the Activation Request web form, on KWizCom web site
to send us your product code!
3. Get the component activation key – this key will be sent to you by
email once your order is processed.
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4. Activate your installed evaluation version - click Start -> All
Programs -> KWizCom -> SharePoint Tagging Feature ->
Activate SharePoint Tagging Feature web part
SharePoint 2010/2013
1. Order the product on the KWizCom website – www.KWizCom.com,
or contact our sales team at sales@kwizcom.com.
2. After the order was made, you can activate your installed
evaluation version. Activation is done by the following steps:
a. Open SharePoint Central Admin. On the main “Central
Administration” page, you will see the “KWizCom Features
Administration” icon:
b. Click the KWizCom Features Administration icon. You will be
redirected to a page that allows you to manage all your
installed KWizCom products’ licenses:
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c. Click the “Manage License” link next to the product that you
wish to activate. You will be redirected to that product’s
license management page:
d. Click on the “Request product code and start your evaluation
now” link, under the required license type (Farm, Web
application, Site Collection).
A product code will be generated and displayed as in the
following screenshot:
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e. Copy the product code.
f. Browse the Product Activation Request page on KWizCom’s
web site: http://www.kwizcom.com/ProductReg.
Copy your Product Code into the “Product Code” field, and
after you fill-out all other form fields, click “Send Activation
Request button.
g. Once your order is confirmed, you will receive the Activation
Code for your product by email.
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h. Copy the activation code into the “Activation Code” field in
the product’s license management page and click “Activate
now!” link.
That’s it! Your product is now fully activated.
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User Guide
KWizCom SharePoint Tagging Feature provides an extensive taxonomy management solution for SharePoint-based implementations:
Document Management
Collaboration workspaces
Portals
Internet web sites
This all-in-one solution supports both Web 2.0-style tagging and
hierarchical/structured categories.
Copyright © 2005-2013 KWizCom corp. All rights reserved. www.KWizCom.com
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So…
Why is KWizCom's SharePoint tagging feature called:
"Enterprise Taxonomy Management Solution"?
Because KWizCom's SharePoint Tagging Feature enables you to tag external content, located in any other system in your organization!
No matter where your web content is located – you can tag it
and easily find it!
Tagging Feature modules
Tags Field Type
By using this field type you can tag any SharePoint list/library items.
The Tags field type enables contributors to tag items, Web 2.0 style:
Textual tags with
auto-complete feature
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Or connect content items to hierarchical, centrally-managed
categories:
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The “Tags” field type behaves like any other column – allowing you to use the field in list views and filter items according to tags:
Tag Cloud Web Part
The Tag Cloud web part allows you to view your tags in 4 different
convenient ways:
Tag Cloud View:
Each tag has a different size which is determined by the ratio of its
usage in comparison with other tags. This way it is easy to identify what tag your users are using the most, while still having a full picture of all site tags.
Custom View
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Tag Index View:
In this view the tags are listed and sorted alphabetically, for easier access to all tags.
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Category Tree:
In this view the tags are displayed as a category tree with parent-child relationships. This view also enables filtering tags by a tag name
(using a text box):
Text filtering enables you to display a
filtered view of your taxonomy
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Tag Menu:
In this view the tags are displayed as a menu bar, easily integrated in SharePoint's Master page to provide logical, cross-site navigation by
categories.
Tags Search page
KWizCom Tagging Feature is fully integrated with the WSS/MOSS search engine.
Once you click a tag/category it will pull up all content items (cross site &
cross site-collection) that are tagged to the selected tag:
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You can click on the item's title to see its details. Click on the
"Subscribe" link (located at the top right corner of the page) in order to receive email notification when an item has been tagged with the tag you
selected, or when a tagged item has been modified by a signed in or an anonymous user!
Tagging Feature integration with MOSS's search results page
KWizCom Tagging Feature is fully integrated with the MOSS 2007 search
results page to provide faceted search functionality – the ability to fine tune the search results by clicking a selected tag/category.
MOSS 2007
search results page
Easily embed the Tag
Cloud/Category tree and filter
search results by a selected
Tag/Category
(Faceted Search)
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Cross-system Tagging
KWizCom's SharePoint Tagging Feature now includes a new Web Service interface, which enables you to tag any web content, located anywhere in your organization!
Now you can use SharePoint to tag and search for external content with
ease, according to your organization's taxonomy structure.
Tags Import/Export
SharePoint Tagging Feature includes an import/export utility that enables you to import/export taxonomies from/to CSV files and from WAND (Domain vocabularies vendor and KWizCom partner) XML files, into/from SharePoint tags lists.
You can now deploy the taxonomy you need, matched to your company's
domain. Together KWizCom and WAND have enabled you to implement a taxonomy that includes thousands of tags/keywords in just a few minutes!
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Tagging by anonymous users
The tagging feature supports Anonymous users as well, thus enabling the
deployment of this complete tagging solution as a part of Internet web site.
Tagging from Microsoft Office applications
The “Tags” field type enables users to tag information from within Office 2007 applications. Users can tag documents directly from the Office 2007 property panel:
Control new tags creation
When creating the “tags” column, you can enable or disable the option to create new tags, by checking the "Allow users to add new tags" checkbox:
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This tool enables you to define a Tags field such that content editors are
permitted to tag content but prevented from adding new tags or deleting existing tags.
Cross browser support
KWizCom Tagging Feature is compatible with Microsoft Internet Explorer, Mozilla Firefox and Google Chrome. This makes it the perfect solution both for Intranet and Internet knowledge sharing solutions.
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Administration Guide
The KWizCom SharePoint Tagging Feature combines three major components that, together, provide a complete tagging solution:
Tag Cloud web part
Tag Field Type
Tagging client extensions
The following section will cover these three components, starting with the
Tag Cloud web part:
Tag Cloud web part - Introduction
When you browse your SharePoint Portal/Windows SharePoint services site, a new KWizCom Tag Cloud Web Part will be appear under the web part gallery:
The section below reviews the Tag Cloud web part's properties and
configuration options.
Web Part Properties & Configuration Options
The web part's properties are grouped to 3 categories:
Tags List Settings
General Settings
Display Properties
The following sections provide details about each category.
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Tags List Settings
You can connect the web part to the tags list of your choice. If you desire,
this tool enables you to manage several taxonomies in your organization.
Tags list location – choose the list location from you current site,
site collection or a remote site
Select Tags list – this drop down is updated according to the user’s previous selection (in the Tags list location radio buttons).
The drop–down displays the tags list available in the selected location.
Select a list view – this drop-down displays the views available for the selected tags list. In Tags Tree mode the selected view will be used to sort and filter the displayed tags. This enables you to define various views to filter the displayed tags/categories according to business needs (show different tags to different employees in your
organization).
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General Properties
Various properties are displayed here, according to the selected display
mode (tag cloud, tag index, tags tree or tag menu). Also included is the n option to run in advanced search mode to integrate the Tag Cloud or
the Tag Tree in the MOSS search results page (more details on this in the next section).
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Display Properties
This enables SharePoint developers to fully-customize the web part.
The web part’s UI is based on an .ascx (web user control), enabling the
interface to be fully customized by .NET developers. 'Display Properties' provides direct access to these user controls.
Tags Cloud Template Url
Tags Index Template Url
Tags Tree Template Url
Tags Menu Template Url
Stylesheet - In this field you can customize the look and feel of the
Tag Cloud web part using your own .CSS file. The Tagging Feature uses the following SharePoint styles:
Standard View Styles:
.ms-navitem
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Index View Styles:
.ms-iactionitem
.ms-pagebreadcrumbs
.ms-sitemapdirectional
To create your own style sheet, you will need to create a new .CSS file
and to save it in the style library http://<ServerName>/Style Library/en-us/Core Styles.
To create your own .CSS file, follow the steps below:
1. Create a new .CSS file using the text editor of your choice.
2. Inside the file, be sure to include the styles used by the Tagging
Feature (those you wish to change).
Example:
/* Standard View Styles */
.ms-navItem {
color:green;
font-family:"Times New Roman", Times, serif;
}
3. Once you have your CSS file in place, simply type the custom .CSS
file's URL at the top text box (titled "Stylesheet").
For example, if you placed the file in the folder mentioned above, type in the following URL: http://<ServerName>/Style Library/en-
us/Core Styles /[file_name].css
Errors
In this section you can choose to hide the error messages from the users
or to explicitly display errors for debugging purposes.
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Tagging Feature Management
The tagging feature includes a management interface that enables an
organization's knowledge officer to define how the way the feature should be used across the organization.
The management interface addresses the following topics:
Tagging Feature general settings
Tagging Feature Tags List
Adding the Tag Field to SharePoint lists/libraries
Deploying the Tag Cloud web part
Integrate the Tagging feature with MOSS advanced search
Export/Import of tags using the Tagging client extensions.
Tagging Feature General Settings
In order to configure the general setting of KWizCom's SharePoint Tagging
Feature, go to the root level site settings and click on the "KWizCom Tagging Feature Management" link located under "Site Administration Settings".
This page allows you to configure the following settings:
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39
Allow users to create new tags lists – checking this checkbox
will enable users creating “Tags” list columns, to define a new tags list. If you want all Tags columns to be connected to the same central Tags list – you can disable this option.
Subscriptions – This allows you to define an alert message that
will be sent to users who subscribed for alerts regarding a specific Tag. Users can stop receiving alerts clicking the "Unsubscribe" link
within the alert message.
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Tag Cloud Web Part – Allows you to define minimum font size.
This setting is needed when the web part displays many tags which may cause the font size to reduce.
Add Tags Lists- This option allows you to create new tag lists under any site you chose.
Rename Tag- This option redirects you to 'Tag rename' page
where you can chose the tag list and the original tag and change its value. The new value will be updated in all items tagged to this tag.
Tags Lists – This table allows you to manage all tags lists available across your sites. Here you can manually add new tags/delete existing tags and manage child-parent relationships between tags
(hierarchy).
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Managing Tags Lists
Tags lists are lists that contain the tags used across all sites. By default, a single Tags list is created at the Site Collection level, allowing you to deploy and manage tagging at the site collection scope.
When you manually add a new tag to this list you will need to fill in the
following fields:
Title – The current tag's title.
Counter – for new tags inserted manually the value should be 0
(this value affects the tag’s displayed size in the tag cloud). WARNING: Do NOT update tags records manually unless you wish to add new or delete existing records. (Renaming a tag is done using the 'Rename Tag' option
described above)
Alerts List – List of email addresses of subscribed users.
Parent – defines parent tag of this tag. This is how you define
tag hierarchy manually.
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Adding the Tag Field to SharePoint lists
After completing the installation and activation of the SharePoint Tagging
Feature, a new field type will be added to your SharePoint solution.
In order to start using the Tagging Feature, you will need to add a new
"Tags" column to the lists/libraries that you wish to tag:
New Field type is
available
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The new field type has several properties you can configure:
Tagging method – Choose "Textual tags" for Web 2.0-style
tagging behavior (here users can write tags in a textbox with auto-complete functionality), or "Hierarchical category tree" to provide a "Browse" button enabling users to select categories from a taxonomy hierarchical tree.
Render tags as links limit – if you have a very large amount
of tags (thousands), you may want to limit the number of displayed tags, when a user clicks the “Show All” link below the Tags field (in Edit/Add mode). We have added this option in order to avoid reduced
performance due to exceptional amount of tags.
Allow users to add new tags – Choose "Yes" if you wish to
enable users to contribute new tags to the shared taxonomy. Choosing "No" will enable users to use existing tags only.
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Automatically tagging email- Enable automatically tagging
emails on incoming emails enabled libraries, use the following syntax in the email subject to tag: {TAG:[tag1;tag2;tag3]}
Source List – you can choose to connect a Tags field to an
existing Tags list in various scopes (current site collection, this site, any other remote site), or to create a new Tags list.
This means that you can deploy the Tagging feature for cross-organization taxonomy management (where everyone use a central, shared Tags list) AND for local taxonomies (on the department/team level).
Sort & Filter items by view - This field enables defining a
required filtering and sorting of the displayed tags/categories in the Tags field.
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Integrate the Tagging feature with MOSS search
results page
KWizCom Tag Cloud web part can integrate with MOSS search results
page to apply advanced filtering to your search results - supported in “Tag Cloud” and “Tag Tree” modes.
This provides faceted search functionality and can be integrated with the free faceted search add-on for SharePoint, available in codeplex: http://www.codeplex.com/FacetedSearch.
Here's how to integrate your SharePoint Tagging Feature with the MOSS
2007 search results page:
Step 1:
a. Go to your Search Center advanced results page
b. Click site settings -> edit page c. Add “KWizCom Tag Cloud” web part d. Open the web part properties pop-up e. Select the tags list you wish to connect to
f. Go to the "General Settings" tab g. In “Display Mode” select “Tag cloud” or “Tag Tree” h. Check the “Run in advanced search mode” checkbox:
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i. Under that a new property will appear: “advanced search
property name.” Enter the mapped property name you created in your SSP (see step 2 - change only if you changed the value in “2.e”).
j. Click ok in the pop-up, and in the web part properties pane, publish your changes to the page and you are done.
Step 2: Configure your SSP Search service to index Tags Fields.
a. Open your SSP home page: (Central administration -> Shared Services Providers)
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b. Click “Search Settings”:
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c. Click “Metadata Property Mappings”:
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d. Select “New Managed Property”:
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e. Set the property name to “TagsFieldForSearch” (if you select a
different property name you will have to update it later in the web part). Leave checked the radio button “include values from all crawled properties mapped” and hit the “Add Mapping” button:
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f. Type “tagsfieldfor” and hit the find button. Add all properties to the
mapping. You will have to add them one at a time. (* if you cannot see rating fields in the list, make sure you have some rating fields created. If you do have a few rating fields created already you may need to perform a full indexing before you can select them in this window.)
g. Once you are done adding all fields, hit OK to confirm the creation of the new managed property.
h. You will need to perform full indexing of your SharePoint content sources before changes will take effect.
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KWizCom Tagging Feature Client Extensions
The KWizCom Tagging Feature Client Extensions zip file (located in the product "download" page on KWizCom web site) contains the following tools:
TaggingFriend.exe - an example application for client (including
source code) that demonstrates how to interface with the Tagging Feature Web Service in order to tag external content.
TagsExportImport.exe – now you can easily import/export tags from/to .CSV files and from WAND* taxonomy XML files, enabling you to deploy taxonomy in just few minutes!
TaggingFriend.exe
The SharePoint Tagging Feature includes a Web Service API that enables using the taxonomy management services (tagging, finding content according to requested tag) also from external systems in your organization.
The Web Service API is fully described in the "KWizCom Tagging Feature Web Service API – Developer Guide.pdf" document (located in the KWizCom Tagging Feature Client Extensions zip file).
TaggingFriend.exe utility enables you to tag any web content (URL) via the Web Service API.
For additional information, please download the KWizCom Tagging Feature Client Extensions.zip file and review the README file.
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TagsExportImport.exe utility
This application allows you to rapidly deploy a required taxonomy by importing/exporting tags from/to CSV/XML files.
Import taxonomy from a file into SharePoint Tagging list
Importing taxonomy (structure of tags/hierarchical tree of tags) is done in the following stages:
1. Insert the URL of the site which hosts the tags lists you wish to
update into the "Tags web url" fields and click the "Load Tags Lists" button. The "Tags list name" drop-down should display the available Tags
lists.
2. Select the tags list into which you want to load tags from an external file ("Tags Collection" in the screenshot above).
3. Click the "Load from file" button. Select a CSV/XML* files that contain the tags you wish to import
and click "Open":
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Note:
The CSV and XML files must be in a specific format.
The KWizCom Tagging Feature Client Extensions zip file
contains 2 sample files: Drinks.csv and Drinks.xml which define the exact structure of the imported files.
4. The content of the selected file will be displayed:
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5. Click "Update tags list" to update the tags from the imported file
into the SharePoint Tagging Feature tags list. Once the import process is finished you will see an "Updated" message box.
That's it!
Now the imported tags appear in your SharePoint tags list and are ready to be used for tagging and browsing content.
Export existing SharePoint Tagging Feature taxonomy to a file
Exporting your existing taxonomy (the content of your SharePoint Tags
list/s) to a .CSV file is done in the following stages:
1. Insert the URL of the site which hosts the tags lists you wish to update into the "Tags web url" fields and click the "Load tags lists"
button. The "Tags list name" drop-down should display the available Tags lists.
2. Select the tags list from which you want to export tags and click
"Load tags from existing list" button:
After you open a tags file its content is displayed in the main
text area
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3. Click the "Save to file" button, select a new file name and click the "Save" button:
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That's it!
Now you have a .csv file with the exported taxonomy. This enables you to move/copy taxonomies between SharePoint
servers, or export taxonomy from your SharePoint server to other LOB systems in your organization.
* Remark: Deleting tags is not possible using this tool, which may be
done only through the Tagging Feature Administration page, under the Site Administration.
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FAQ
Why do I need the SharePoint Tagging
Feature?
Very simple:
When you rely on the SharePoint out of the box Search mechanism it is difficult to find what you're looking for – sometimes you don’t get the
needed results, or you can get too many results. This is frustrating and precious work-time is wasted on finding content. SharePoint Tagging Feature enables you retrieve the content you need much faster – no time wasted and no frustration. KWizCom's SharePoint Tagging Feature provides employees with user friendly, effective tools to tag/categorize and retrieve content (documents, articles, tasks or any other piece of content).
The immediate outcome is greater productivity, time and money is saved!
Does the Tagging feature support hierarchical
category trees?
Yes, SharePoint Tagging Feature supports all types of content tagging:
Hierarchical tagging – in this method a central hierarchical
taxonomy is managed by authorized users and used by content editors who can select tags/categories with which to tag their content.
Web 2.0 tagging – in this method tags are managed as a flat list
of keywords. In the classical Web 2.0 "spirit", all users can contribute to this central tags repository and those tags that are used most will be displayed accordingly by the Tag Cloud (they will appear larger, growing in proportion to their popularity).
Does the Tagging Feature support WSS?
Yes. SharePoint Tagging Feature works both with SharePoint Server 2007/WSS 3.0 and SharePoint 2010 & 2013/SharePoint Foundation.
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How do I create new tags?
New tags can be created in various ways:
In Web 2.0-style tagging mode, any user can add new tags using
the "Tags" field. These tags are added to the central, shared tags list/s.
The administrator can add tags using the Tagging Feature
management page.
You can import tags from .CSV/XML taxonomy files, using the
import/export utility included with this feature.
We already have a defined taxonomy; can we
import it to SharePoint?
Yes you can!
SharePoint Tagging Feature includes an import/export utility that enables you to import tags/hierarchical category trees from .CSV and XML files.
You can also export the taxonomy from SharePoint to .CSV files, enabling you to move/copy taxonomy lists between servers and systems.
Can we use SharePoint Tagging Feature to
implement a central, cross site taxonomy in
our company?
Yes you can!
SharePoint Tagging Feature works in various scopes according to your
needs:
Site
Cross site
Cross site collection
Cross system (!!):
By providing web service API, you can now tag any web content located in any system in your organization!
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How do I delete tags?
If you have administrative permissions on the site collection - go to the Tagging Feature Settings page under the site collection setting to delete the tag/s.
How do I rename a tag?
If you have administrative permissions on the site collection - go to the Tagging Feature Settings page under the site collection setting and use the 'Rename Tag' page. This is the only way to make sure the tag value changes in all tagged items.
Do I need to install anything to use the
Tagging client extensions?
No. The Tagging client extensions consist of execution files which are used simply by running them - no install necessary.
Do I have to install anything on my company's
client-PCs?
No. KWizCom SharePoint Tagging Feature is a server installation.
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