Working With Tags and Comments in SharePoint 2010

Introduction

 In this article I am showing you how to add comments and tags to the document sets and how to configure them.

 Add Tags and Comments to a Document Set

1. Open your web application
2. In the left Quick Launch pane, select any document library you have created.
3. Select any document set link to open the document set.
4. In the upper-right corner of the web page, click the I Like It Social Ribbon button .
5. In the upper-right corner of the web page, click the Tags & Notes Social Ribbon button.
   
   
   
6. Click in the tag text box, and type any text. Notice the suggested tags display for selection.
   
   
7. Select any Keywords
8. Enter the new tag named TAG Demo.
9. Click the Save button
10. Select the Note Board tab.
    
    
    
    
11. Click in the text box and enter a comment.
12. Click the Post button to save the comment.
13. In the top-right corner of the dialog, close the dialog by clicking the X.

Add a Note Board Web Part to a Document Set Welcome Page

Here we can see how we can add a Note Board Web Part to the Welcome page of an existing document set.

1. Using Internet Explorer, navigate to any of the document libraries.
2. Open the document set's Welcome page.
3. To open the Welcome page in edit mode, click Site Actions and select Edit Page.
   
   
   
   
4. Copy the address for the Welcome page from the Internet Explorer address bar. This should be done from the Welcome page while in edit mode.
5. Click the Add a Web Part link located in Zone 3.
6. In the Categories pane on the left side of the gallery, select the Social Collaboration category.
7. Select Note Board in the Web Parts pane.
   
   
   
   
8. To add the Web Part to Zone 3, click the Add button.
9. Hover over the new Web Part, and select the drop-down arrow located in the right top section of the Web Part. Select Edit Web Part to display the Web Part's property pane.
   
   
   
   
10. In the Property Pane on the right side of the web page, expand the Custom Properties section.
11. Paste the URL copied in step 4 into the URL for Note text box.
    
    
    
    
12. Remove all URL parameters from the address except for ID, FolderCTID, List, and RootFolder.
13. If this URL is incorrect the embedded Note Board comments and the Tags and Notes Note Board comments for the Welcome page will not be coordinated.
14. Select the Page ribbon tab.
15. Click Stop Editing ribbon button.
16. Verify the Note Board Web Part is located in the Welcome page and displays the comment entered.
17. Click in the Note Board and add a comment.
18. Click Post to add the comment.

Add a Tag Cloud Web Part to a Document Set Welcome Page

In this session we can see how to add a Tag Cloud Web Part to the document set Welcome page to display tags associated with the document set.

1. Using Internet Explorer, navigate to the demo library.
2. Open the document set's Welcome page, after opening a document library.
3. To open the Welcome page in edit mode, click Site Actions and select Edit Page.
   
   
   
   
4. To open the Welcome page in edit mode, Click Site Actions and select Edit Page.
5. Click the Add a Web Part link in Zone 1.
6. In the Categories pane on the left side of the gallery, select the Social Collaboration category.
7. In the Web Parts pane, select Tag Cloud.
8. Click the Add button to add the Web Part to Zone 1.
9. Hover over the new Web Part and select the drop-down arrow in the right-top section of the Web Part. Select Edit Web Part to display the Web Part's property pane.
   
10. Set the Show Tags property to Under the Current URL By All Users value.
    
    
    
    
11. Click OK.
12. Select the Page ribbon tab.
13. Click the Stop Editing ribbon button.
14. Verify the Tag Cloud Web Part is located in the Welcome page.
15. Depending on the when the two timer jobs execute, all the tags might not be available immediately.

Run the Timer Job to Process the Tags

1. On the Start menu, point to All Programs,Microsoft SharePoint 2010 Products, and SharePoint 2010 Central Administration.
2. In the Monitoring section, click Check Job Status link.
3. In the Timer Links section in the left column, click the Job Definition link.
4. Use the paging control located at the bottom of the Job Definition page to move to the page containing the User Profile Service Application - Social Data Maintenance Job link.
5. Click the User Profile Service Application - Social Data Maintenance Job link.
6. Click Run Now button.

Manage Tags and Comments from the Central Administration Site

1. On the Start menu, point to All Programs, Microsoft SharePoint 2010 Products, and SharePoint 2010 Central Administration.
2. In the Application Management section, click the Manage service applications link.
3. Click the User Profile Service Application link.
4. Click the Manage Social Tags and Notes link located in the My Site Settings section.
   
   
   
5. In the Type drop-down control, Select Tags.
6. In the User control, enter administrator.
7. Click the Find button.
   
   
   
   
8. Select the check box associated
9. Click the Delete link.
10. Click OK to confirm the deletion of the tag.
11. In the Type drop-down control, SelectNotes.
12. In the User control, enter administrator.
13. Click the Find button.
    
    
    
    
14. Select the check box associated with the comment created in Task 1.
15. Click the Delete link.
16. Click OK to confirm the deletion of the comment.