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Configuring the taxonomy connector with Tridion Sites

All the necessary functionality is present in Content Manager for enabling a taxonomy connection between Tridion Docs and Tridion Sites. It just needs to be enabled by un-commenting the appropriate XML elements.

Before you begin

In Tridion Sites Content Manager, the following categories must exist:
  • Product family name
  • Product release name
  • Content reference type

Procedure

  1. Sign in to Organize Space.
  2. On the top tab level, select the Settings tab.
  3. On the second tab level, select the XML Settings tab.
  4. On the third tab level, select the Extensions tab.
  5. In the XML, uncomment the <metadatabinding> items FMBPRODUCTFAMILYNAME, FMBPRODUCTRELEASENAME and FMBCONTENTREFTYPE.
    <metadatabindings>
      <metadatabinding ishfieldname="FMBPRODUCTFAMILYNAME" sourceref="SitesTaxonomyFamilyName" />
      <metadatabinding ishfieldname="FMBPRODUCTRELEASENAME" sourceref="SitesTaxonomyReleaseName" />
      <metadatabinding ishfieldname="FMBCONTENTREFTYPE" sourceref="SitesTaxonomyContentReferenceType" />	
    </metadatabindings>
  6. Uncomment the corresponding <source> elements and specify in each the Tridion Sites Content Manager URL, the user name and password for the connection, as well as the corresponding categoryId value.
    For example in the product release name source:
    <source id="SitesTaxonomyReleaseName" handler="TridionSitesTaxonomyConnector">
      <initialize>
        <parameters>
          <parameter name="CategoryId">[Tridion Sites category ID, either a TCM-URI or a webdav URI. Examples: tcm:1-5-780, /webdav/100 Master/Product Release Name]</parameter>
          <parameter name="RootKeywordId">[Tridion Sites keyword ID, either a TCM-URI or key name. Examples: tcm:1-47-1020, BlueBike. Is optional. Is set when a subset of the whole taxonomy tree is requested]</parameter>
          <parameter name="CacheExpiryTimeout">[Taxonomy tree cache expiry timeout in seconds, default 300]</parameter>
          <parameter name="EndpointAddress">[End point URL to Tridion Sites. Example: https://sites-cm.example.com]</parameter>
          <parameter name="Username">[Username]</parameter>
          <parameter name="Password">[Password]</parameter>
          <parameter name="ClientCredentialType">[client credential type: Windows, Basic - default Basic]</parameter>
          <parameter name="HttpsSecurityProtocols">[List of HTTPS security protocols values separated by a comma. Possible values: SSL3, TLS, TLS11, TLS12 (case insensitive). Is optional. Example: "TLS11,TLS12"]</parameter>
        </parameters>
      </initialize>
    </source>
  7. Select Save to apply your changes.
  8. On the third tab level, select the Write Plug-ins tab.
  9. Search for all occurrences of "CONFIGURE EXTENSION FOR 'TridionSitesTaxonomyConnector'" and uncomment the write plugins.
  10. Select Save to apply your changes.
  11. Edit the MetadataConfig.xml configuration file (from \InfoShare\Web\Author\ASP\ClientConfig\MetadataConfig.xml).
  12. Search for all occurrences of "CONFIGURE EXTENSION FOR 'TridionSitesTaxonomyConnector'" and un-comment the field definitions.
  13. Save your modifications.
  14. Restart all application pools.