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Create, update, publish, or delete a managed metadata service application (SharePoint Server 2010)

SharePoint 2010

Published: May 12, 2010

The managed metadata service application serves two purposes:

  • It enables the use of managed metadata.

  • It allows you to share content types across site collections and Web applications.

Procedures in this task:

Task Requirements

The following is required to perform the procedures for this task:

Create a managed metadata service application

Use this procedure to create a managed metadata service application.

To create a managed metadata service application by using Central Administration

  1. Ensure you have the required permissions to perform this procedure. To create a managed metadata service application, you must be both a member of the Administrators group on the computer running the SharePoint Central Administration Web site, and a member of the Farm Administrators group.

  2. On the home page of the SharePoint Central Administration Web site, under Application Management, select Manage service applications.

  3. Select the Service Applications tab.

  4. On the Ribbon, click New, and then click Managed Metadata Service.

  5. On the Create New Managed Metadata Service page, in the Name box, type a name for the service.

  6. In the Database Server box, type the name of the database server that hosts the term store.

    note Note:

    If you are using SQL Express, do not change the default value of <machine name>\SharePoint.

  7. In the Database Name box, type a name for the database that will host the term store. To create a new database, type a new name. To create a service that connects to an existing term store, type the name of the existing database.

    note Note:

    The only way to obtain the name of a database if you have deleted the managed metadata connection to the database is by using SQL Server Management Studio.

  8. Select Windows authentication to use Windows authentication to access the database, or select SQL authentication to use SQL authentication. It you choose to use SQL authentication, type the account name in the Account box and the password in the Password box.

  9. If you are using SQL failover, enter the name of the database server to which to fail over in the Failover Database Server box.

  10. In the Application Pool section, perform one of the following actions:

    • If you want the managed metadata service to run in an existing application pool, select Use existing application pool, and then select the application pool to run in from the drop-down list.

    • If you want the managed metadata service to run in a new application pool, select Create new application pool, and then select the account under which the application pool will run. To run under an existing account, select Predefined, and then select the account from the drop-down list. To use a SharePoint Server 2010 managed account, select Configurable and then either select the account to use from the drop-down list, or click Register new managed account to create a new managed account.

  11. If you want the managed metadata service to provide access to a content type library as well as to a term store, type the URL of the site collection that contains the content type library in the Content Type hub box. The service will share the content type library at the root of the site collection.

  12. When another Web application imports the content types that this service shares, the import process might generate errors. To record these errors in the error log of the site collection that is exporting (as well as to the error log of the site collection that is importing), select Report syndication import errors from Site Collections using this service application.

  13. The service is automatically added to the Default proxy group for the farm. To have a connection to this service created automatically when a new Web application is added to the farm, select Add this service application to the farm’s default list.

  14. Click OK.

To create a managed metadata service application by using Windows PowerShell

  1. Verify that you meet the following minimum requirements: See Add-SPShellAdmin.

  2. On the Start menu, click All Programs.

  3. Click Microsoft SharePoint 2010 Products.

  4. Click SharePoint 2010 Management Shell.

  5. At the Windows PowerShell command prompt, type the following command:

    New-SPMetadataServiceApplication -ApplicationPool "<ApplicationPoolName>" -Name "<ServiceName>" -DatabaseName "<DatabaseName>" -DatabaseServer "<DatabaseServerName>" -HubUri "<HubURI>"
    

    Where:

    • <ApplicationPoolName> is the name of an existing application pool in which the new managed metadata service should run.

    • <ServiceName> is the name of the new managed metadata service.

    • <DatabaseName> is the name of the database that will host the term store. To create a new database, provide a new name. To create a service that connects to an existing term store, provide the name of the existing database.

    • <DatabaseServerName> is the name of the database server that will host the term store.

    • <HubURI> is the URL of the site collection that contains the content type library that the new managed metadata service will provide access to.

note Note:

A connection to the newly-created managed metadata service is automatically created in the same Web application as the service. To allow other Web applications to create a connection to the service, you must also publish the service. See Publish a managed metadata service application for more information about publishing a service.

note Note:

The preceding procedure illustrates a common way of using the New-SPMetadataServiceApplication cmdlet to create a managed metadata service application. You also can provide additional arguments to the cmdlet, or provide fewer arguments to create a service that is configured differently. For more information about the New-SPMetadataServiceApplication cmdlet, see New-SPMetadataServiceApplication.

Update a managed metadata service application

Use this procedure to update a managed metadata service application.

To update a managed metadata service application by using Central Administration

  1. Ensure you have the required permissions to perform this procedure. To update a managed metadata service application, you must be both a member of the Administrators group on the computer running the SharePoint Central Administration Web site, and a member of the Farm Administrators group.

  2. On the home page of the SharePoint Central Administration Web site, under Application Management, select Manage service applications.

  3. Select the row that corresponds to the service to update.

    note Note:

    Do not select the row by clicking in the Name column. Clicking the name of the managed metadata service opens the Term Store Management Tool. Instead, click in another column in the same row.

  4. On the Ribbon, click Properties.

  5. To change the name of the service, on the Create New Managed Metadata Service page, type a new value in the Name box.

  6. To change the database server that hosts the term store, type the name of the new database server in the Database Server box.

    note Note:

    If you are using SQL Express, do not change the default value of <machine name>\SharePoint.

  7. To change the name of the database that hosts the term store, type a new name in the Database Name box

  8. To change the authentication method, select Windows authentication to use Windows authentication to access the database, or select SQL authentication to use SQL authentication. It you choose to use SQL authentication, type the account name in the Account box and the password in the Password box.

  9. To change the name of the database server to which to fail over, enter the name of the server in the Failover Database Server box.

  10. To change the application pool, in the Application Pool section, perform one of the following actions:

    • If you want the managed metadata service to run in an existing application pool, select Use existing application pool, and then select the application pool to run in from the drop-down list.

    • If you want the managed metadata service to run in a new application pool, select Create new application pool, and then select the account under which the application pool will run. To run under an existing account, select Predefined, and then select the account from the drop-down list. To use a SharePoint Server 2010 managed account, select Configurable and then either select the account to use from the drop-down list, or click Register new managed account to create a new managed account.

  11. To make the managed metadata service provide access to a content type library as well as to a term store, type the URL of the site collection that contains the content type library in the Content Type hub box. The service will share the content type library at the root of the site collection. To stop the service from providing access to a content type library, clear the Content Type hub box.

  12. When another Web application imports the content types that this service shares, the import process might generate errors. To record these errors in the error log of the site collection that is exporting (as well as to the error log of the site collection that is importing), select Report syndication import errors from Site Collections using this service application. To stop the service from reporting errors in the error log of the site collection that is exporting, clear the Report syndication import errors from Site Collections using this service application box.

  13. Click OK.

To update a managed metadata service application by using Windows PowerShell

  1. Verify that you meet the following minimum requirements: See Add-SPShellAdmin.

  2. On the Start menu, click All Programs.

  3. Click Microsoft SharePoint 2010 Products.

  4. Click SharePoint 2010 Management Shell.

  5. At the Windows PowerShell command prompt, type the following command:

    Set-SPMetadataServiceApplication -Identity "<ServiceApplication>" -HubURI "<HubURI>"
    

    Where:

    • <ServiceApplication> is the name of the managed metadata service application that you are modifying.

    • <HubURI> is the URL of the site collection that contains the content type library that the new managed metadata service will provide access to.

note Note:

If you use Windows PowerShell to set any of the account values, you should set all of them. The Set-SPMetadataServiceApplication cmdlet first erases all accounts, then adds the accounts that you specified. If you only want to modify one value, and you want to use Windows PowerShell to do this, consider writing a script that uses Get-SPMetadataServiceApplication to get the values of the account parameters, assigns the values of all account parameters to temporary variables, modifies the variables you want to change, and then uses Set-SPMetadataServiceApplication to set all four account parameters.

note Note:

The previous procedure illustrates a common way of using the Set-SPMetadataServiceApplication cmdlet to update a managed metadata service application. You can also provide additional arguments to the cmdlet, or provide fewer arguments to create a service that is configured differently. For more information about the Set-SPMetadataServiceApplication cmdlet, see Set-SPMetadataServiceApplication.

Publish a managed metadata service application

You publish a managed metadata service application the same way that you publish other Microsoft SharePoint Server service applications. For more information about publishing a service application, see Publish a service application (SharePoint Server 2010).

Delete a managed metadata service application

Use this procedure to delete a managed metadata service application.

To delete a managed metadata service application

  1. Ensure you have the required permissions to perform this procedure. To delete a managed metadata service application, you must be both a member of the Administrators group on the computer running the SharePoint Central Administration Web site, and a member of the Farm Administrators group.

  2. On the home page of the SharePoint Central Administration Web site, under Application Management, select Manage service applications.

  3. Select the Service Applications tab.

  4. Select the row that corresponds to the service to delete.

    note Note:

    Do not select the row by clicking in the Name column. Clicking the name of the managed metadata service opens the Term Store Management Tool. Instead, click in another column in the same row.

  5. On the Ribbon, click Delete.

  6. Do not select Delete data associated with the service applications. Selecting this option has no effect.

  7. Click OK.

    Important Important:

    You cannot restore a service after you delete it. Any Web application that has a connection to the service will not be able to use the connection.

  8. Click OK again after the service has been deleted.

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