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SharePoint Tagging Feature

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2 Copyright © 2005-2010 KWizCom Corporation. All rights reserved.

Company Headquarters

KWizCom

50 McIntosh Drive, Unit 109 Markham, Ontario

ON L3R 9T3, Canada

E-mail: [email protected]

Web site: http://www.KWizCom.com

Sales

E-mail: [email protected] Telephone: +1-905-370-0333

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Copyright © 2005-2010 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 Server Requirements ... 9

Client Requirements ... 9

Installation Procedure ________________________________________________ 9 SharePoint 2007 ... 9

SharePoint 2010 server ... 9

Post Installation ____________________________________________________ 10 Component Localization ... 13

Resource File Editor utility structure ________________________________ 13 Translating a KWizCom component _________________________________ 14 Use the component in your preferred language _____________________ 15 Component Activation ... 16

User Guide ... 17

Tagging Feature modules ___________________________________________ 18 Tags Field Type ... 18

Tag Cloud Web Part ... 20

Tags Search page ... 23

Tagging Feature integration with MOSS's search results page ... 24

Tags Import/Export ... 25

Tagging by anonymous users _______________________________________ 26 Tagging from Microsoft Office applications __________________________ 26 Control new tags creation ___________________________________________ 26 Cross browser support ______________________________________________ 27 Administration Guide ... 28

Tag Cloud web part - Introduction __________________________________ 28 Web Part Properties & Configuration Options _______________________ 28 Tags List Settings ... 29

General Properties ... 30

Display Properties ... 31

Errors ... 32

Tagging Feature Management _______________________________________ 33 Tagging Feature General Settings ... 33

Managing Tags Lists ... 36

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Integrate the Tagging feature with MOSS search results page ... 39

KWizCom Tagging Feature Client Extensions ... 46 FAQ ... 52

Why do I need the SharePoint Tagging Feature? ____________________ 52

Does the Tagging feature support hierarchical category trees? ______ 52

Does the Tagging Feature support WSS? ____________________________ 52

How do I create new tags? __________________________________________ 53

We already have a defined taxonomy; can we import it to SharePoint?

_____________________________________________________________________ 53

Can we use SharePoint Tagging Feature to implement a central, cross site taxonomy in our company? _____________________________________ 53

How do I delete tags? _______________________________________________ 54

Do I need to install anything to use the Tagging client extensions? _ 54

Do I have to install anything on my company's client-PCs? __________ 54

Version History _____________________________________________________ 55

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Copyright © 2005-2010 KWizCom corp. All rights reserved. www.KWizCom.com 5

Introduction

KWizCom SharePoint Tagging Feature provides a complete taxonomy management solution for SharePoint 2007/2010.

This document provides all the information needed to install, evaluate and deploy this KWizCom product:

Product overview

Installation guide

Component activation

Administrator guide

FAQ

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6

Overview

Complete, Enterprise Taxonomy Management Solution for SharePoint 2007/2010!

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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Copyright © 2005-2010 KWizCom corp. All rights reserved. www.KWizCom.com 7

Why did we build it?

SharePoint 2007 doesn’t provide any tagging/taxonomy management capabilities.

As for SharePoint 2010 – it does provide new tagging capabilities, but still has some limitations such as:

 The new 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 cross site collection taxonomy management

Key Features & Benefits

Feature KWizCom

Tagging Feature SharePoint 2007 SharePoint 2010 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 

Displays tags as a menu bar, enabling logical navigation (category-based navigation)

 N/A

Enables sorting and filtering tags by views  N/A  Tags Email alert subscription - alert users when an

Item was tagged according to tags they subscribed to (with the option to unsubscribe)

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8 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

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Copyright © 2005-2010 KWizCom corp. All rights reserved. www.KWizCom.com 9

Installation

Software prerequisites

Server Requirements

WSS 3.0/4.0 or SharePoint Server 2007/2010

.NET framework 3.5 SP2

Client Requirements

Microsoft Internet Explorer 7+, Mozilla Firefox (latest version), Google Chrome (latest version)

Installation Procedure

SharePoint 2007

1. Log in as local admin to your SharePoint front-end server.

2. Download KWizCom SharePoint List Forms Extension latest evaluation version from KWizCom’s internet web site. This evaluation version is fully functional for 30 days. Further details about product activation can be found in the Administrator guide (next section).

3. Unzip the product’s zip file on your SharePoint server.

4. Double-click the .msi file in order to begin the web installation.

5. 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.

SharePoint 2010 server

1. Log in as local admin to your SharePoint front-end server.

2. Download the product’s latest version from KWizCom’s internet web site web site. This is an evaluation version which is fully functional for 30 days. Further details about product activation can be found in the Administrator guide (next section).

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10 3. Unzip the product’s zip file on your SharePoint server.

4. Deploy the .WSP solution using SharePoint’s stsadm utility.

Post Installation

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"

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Copyright © 2005-2010 KWizCom corp. All rights reserved. www.KWizCom.com 11 located under "Site Collection Administration":

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".

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12 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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Copyright © 2005-2010 KWizCom corp. All rights reserved. www.KWizCom.com 13

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.

Resource File Editor utility structure

This utility displays the following dialog which enables the administrator to translate every displayed string (captions, menu items, user-messages) to the required target language.

Here you select the target language

The captions that should be displayed in your localized language

The default displayed caption for each string in English

All internal string names

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14 The application displays 2 controls:

1.

"Select Culture" drop-down – contains a list of target languages.

2.

Strings grid – This grid contains all the strings displayed by the component. The grid includes 3 columns:

a. Internal Name – This column displays the internal name of each string (read only).

b. Default Value – The default displayed value in English (read only).

c. Localized Value – The translated value in the selected language. This is where you enter the required translated value.

Once you finish translating all the component strings, click "Create" and a resource file will be created. This resource file will automatically be used by the component upon changing the user language on your server.

For example: In a MS SharePoint-based component - create a site using your required SharePoint Language Pack. The component will use the relevant language's resource file, according to the selected SharePoint site language.

Translating a KWizCom component

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.

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Copyright © 2005-2010 KWizCom corp. All rights reserved. www.KWizCom.com 15

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).

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Component Activation

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.

4. Activate your installed evaluation version - click Start -> All Programs -> KWizCom -> SharePoint Tagging Feature -> Activate SharePoint Tagging Feature web part

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Copyright © 2005-2010 KWizCom corp. All rights reserved. www.KWizCom.com 17

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.

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18 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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Copyright © 2005-2010 KWizCom corp. All rights reserved. www.KWizCom.com 19 Or connect content items to hierarchical, centrally-managed

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20 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.

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Copyright © 2005-2010 KWizCom corp. All rights reserved. www.KWizCom.com 21

Tag Index View

:

In this view the tags are listed and sorted alphabetically, for easier access to all tags.

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22

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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Copyright © 2005-2010 KWizCom corp. All rights reserved. www.KWizCom.com 23

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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24 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

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Copyright © 2005-2010 KWizCom corp. All rights reserved. www.KWizCom.com 25

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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Copyright © 2005-2010 KWizCom corp. All rights reserved. www.KWizCom.com 27 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 "Virtual Server 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

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Copyright © 2005-2010 KWizCom corp. All rights reserved. www.KWizCom.com 29

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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Copyright © 2005-2010 KWizCom corp. All rights reserved. www.KWizCom.com 31

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:

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32 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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Copyright © 2005-2010 KWizCom corp. All rights reserved. www.KWizCom.com 33

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".

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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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Copyright © 2005-2010 KWizCom corp. All rights reserved. www.KWizCom.com 35

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.

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.

Alerts List – List of email addresses of subscribed users. Parent – defines parent tag of this tag. This is how you define

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Copyright © 2005-2010 KWizCom corp. All rights reserved. www.KWizCom.com 37

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:

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38 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

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Copyright © 2005-2010 KWizCom corp. All rights reserved. www.KWizCom.com 39 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.  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.

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

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40 g. In “Display Mode” select “Tag cloud” or “Tag Tree”

h. Check the “Run in advanced search mode” checkbox:

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:

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Copyright © 2005-2010 KWizCom corp. All rights reserved. www.KWizCom.com 41 a. Open your SSP home page: (Central administration -> Shared

Services Providers)

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42 c. Click “Metadata Property Mappings”:

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Copyright © 2005-2010 KWizCom corp. All rights reserved. www.KWizCom.com 43 d. Select “New Managed Property”:

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44 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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Copyright © 2005-2010 KWizCom corp. All rights reserved. www.KWizCom.com 45 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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Copyright © 2005-2010 KWizCom corp. All rights reserved. www.KWizCom.com 47

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.

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Copyright © 2005-2010 KWizCom corp. All rights reserved. www.KWizCom.com 49 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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50 3. Click the "Save to file" button, select a new file name and click the

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Copyright © 2005-2010 KWizCom corp. All rights reserved. www.KWizCom.com 51 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/SharePoint Foundation.

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Copyright © 2005-2010 KWizCom corp. All rights reserved. www.KWizCom.com 53

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.

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?

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Copyright © 2005-2010 KWizCom corp. All rights reserved. www.KWizCom.com 55

Version Release Notes

Primary Software

Version 3.1.00 (SharePoint 2007) 13.1.00 (SharePoint 2010 beta) Base version 2.4.00

Release date May-15-2010 Sub-Modules

Module Version

n/a n/a

Version History

CR # Description

Version 3.1.00, 13.1.00 - May-15-2010

118 Allow to show additional fields (like description) in tags search results

page

124 When hovering over a tag, display the number of tagged items for the

current tag

128 Support accessibility standard (WCAG)

130 Enable manual tree sorting

135 Display tag description in Tag page

138 Enable automatic email messages tagging

163 Fixed Bug: Changing a tag in the tag collection list doesn't update in

SP list

165 Fixed Bug: If tags list has French name the tags Hierarchical tree

returns an error

167 Add taxonomy tree lazy load to support a large amount of tags

168 Create Professional Edition

172 Support tag renaming

181 Enable sorting of the tags tree in the tags field

190 Fixed Bug: Tags showing in autocomplete are not sorted

200 Fixed Bug: installation errors for 64 bit msi

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202 Enable showing absolute URL instead of relative URLs in search result

203 Fixed Bug: "Customize this page" link on the Tag Pages List page

displays 404 error

209 Fixed Bug: "Expand All Nodes" does not work correctly

215 Fixed Bug: There is an overlapping of the text in the search result

page in Google Chrome and Firefox browsers Version 2.4.00, Nov-16-2009

136 Allow RSS subscription per tag

171 Fixed Bug: Spelling mistake in toolpart

173

Performance improvement to support thousands of tags: Load tags in async mode when user click on "Show all" button or type first letter

174 Fixed Bug: String not translated: empty tag list

175 Fixed Bug: All tags are reset to 0 count when deleting a Tags list view in SharePoint Designer. 178 Fixed Bug: Security validation error when trying to create and connect Tags field to local list

179 Fixed Bug: When reconnect Tags field to another Tags list the field data was not removed from "Connected Lists" list 187

Performance improvements – optional tags lazy load in the Tags field to support thousands of tags.

Version 2.3.50, May-15-2009

57 Enabled anonymous users to subscribe on Tags

99 Provided web service interface for tagging external content to

SharePoint

100 Support searching the category tree mode web part

114 Support for hierarchy tagging

117 Fixed Bug:Problems with tagging items in a list which has enabled

Minor and Major versioning.

127 Integration with MOSS search – faceted search

137 Fixed Bug: Problems withdeleting Wiki Plus content type's Tags field

from Pages document library in publishing sites

143 Ability to register Tags Web Part only when Tagging feature is

activated

144 Fixed Bug: Problem with 2 category tags on the same item

146 Fixed Bug: The tags list are not updating when the "Check out"

property is enabled

149 Fixed Bug: problems with tags with "

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Copyright © 2005-2010 KWizCom corp. All rights reserved. www.KWizCom.com 57 152 Tags hierarchy- "|" is replaced with ">" or "<"

154 Remote list URL field validation - more user friendly

156 Fixed Bug: auto complete issue with Google Chrome

157 Fixed Bug: problems with tags with '

Version 2.3.00, January-07-2009

108 Enable sorting and filtering the displayed tags in the Tag Cloud web

part (Tree mode), and filter only in Tag Cloud and Tags List modes.

112 In Tag results page - if there's only a single content item then

automatically redirect to that content item's view page.

113 Fixed Bug: When deleting all tags from a document, the tagged items

counter is not decreased.

115 Fixed Bug: When redirecting to the only single content item the

selected tree node is not kept

120 Fixed Bug: An item can be saved with empty Tags field even if it was

defined to be a mandatory field.

121 Support both ";" or "," or "#" as tag separator in the tags field.

126 If a tags list contains tags – prevent admin from deleting it by

mistake.

131 Fixed Bug: "Number of tags to display" property has no effect.

132 Fixed Bug: When a user subscribes to a tag 2 email notifications are

sent instead of one whenever new content items are tagged to the tag.

Version 2.2.00, October-22-2008

111 Fixed bug: Tagging feature does not update tag counter after an item

was deleted

Version 2.1.00, October-12-2008

87 Fixed bug: Users can add new tags from office applications even when

the "Allow insert new tags" property is unchecked

91 Fixed bug: Clicking a tag in the Tags Tree directs to Tags page with

GUI issues

92 Fixed bug: When "Allow insert new tags" field is checked adding tags

causes all existing item's tag to be deleted (when in Tree Mode)

94 Fixed bug: Tag cloud sometimes displays bullets

106 Fixed bug: Resource Editor - missing strings in the translation utility

Version 1.4.00, June-14-2008

84 Support tags hierarchy: A tag may contain child tags.

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49 Fixed bug: After clicking "Add Tags List" in management window,

nothing works

63 Fixed bug: cannot create new tags list

68 Added possibility to show All tags link

69 Added properties which allow to change the ASCX files used to render

the Tags web part (enable GUI customizations by developers).

70 Fixed bug: Problem adding field to site collection and content type

72 Support publishing sites, allow Tagging feature to be used as web

controls

73 Disposing SPWeb and SPSite object

75 New parameter has been added to the field’s properties "Allow insert

new tags"

76 Fixed bug: the A-Z links are not underlined correctly

77 Fixed bug: In the tag Index page, the breadcrumbs are not shown on

the horizontal bar.

79 The Tag field’s Tags list can be changed

80 Enable defining a minimum font size to be displayed in the tag cloud

web part.

81 Fixed bug: Tagging Version 1.2.00 interacting with Rating 1.2.0.3

82 Fixed bug: Notification link to a list item is broken

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Copyright © 2005-2010 KWizCom corp. All rights reserved. www.KWizCom.com 59

Technical Support

You can obtain technical support using any of the following methods: The KWizCom Web site

The KWizCom website at www.KWizCom.com contains updated, valuable information including:

Answers to frequently asked questions (FAQ's) about our products – usability and technical questions.

Product updates, which provide you with bug fixes and new features.

The Web Form

For technical support via the Internet, please complete and submit our

support web form on our web site

For more information on technical support, please review our support programs page.

KWizCom's service model is structured to provide immediate, reliable customer support. Even customers that are not IT experts can feel

confident in deploying KwizCom solutions as KWizCom's global network of experts is always standing by, waiting to provide a rapid response for each customer query.

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