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
Note:
- Tridion Sites taxonomy is based on category-and-keyword couples. The keywords have three properties, one of which is the
keyproperty. Normally a value is not mandatory for thatkeyproperty but when the connector is enabled, Tridion Docs uses that value as identifier in the database. Therefore you need to make sure there is a value specified for all thekeyproperties in Tridion Sites or else the taxonomy item will be visible in the lists but will not be available for use. - You must choose for the connection a Tridion Sites user with limited rights because the password of this user will appear in the Extension Configuration XML.
Procedure
- Sign in to Organize Space.
- On the top tab level, select the Settings tab.
- On the second tab level, select the XML Settings tab.
- On the third tab level, select the Extensions tab.
- In the XML, uncomment the
<metadatabinding>itemsFMBPRODUCTFAMILYNAME,FMBPRODUCTRELEASENAMEandFMBCONTENTREFTYPE.<metadatabindings> <metadatabinding ishfieldname="FMBPRODUCTFAMILYNAME" sourceref="SitesTaxonomyFamilyName" /> <metadatabinding ishfieldname="FMBPRODUCTRELEASENAME" sourceref="SitesTaxonomyReleaseName" /> <metadatabinding ishfieldname="FMBCONTENTREFTYPE" sourceref="SitesTaxonomyContentReferenceType" /> </metadatabindings> - 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 correspondingcategoryIdvalue.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>Note:- We strongly recommend that you use the path for the
CategoryIdparameter. The path to the category could be similar to:/webdav/100 Master/Product Release Name. - Some remarks related to the
RootKeywordIdparameter:- If you have no valid value, remove the
<parameter>element. Do not leave it empty in the<source>element because it creates errors. - If you have a value, we recommend that you use the
keyproperty of that root keyword.
- If you have no valid value, remove the
- We strongly recommend that you use the path for the
- Select Save to apply your changes.
- On the third tab level, select the Write Plug-ins tab.
- Search for all occurrences of
"CONFIGURE EXTENSION FOR 'TridionSitesTaxonomyConnector'"and uncomment the write plugins. - Select Save to apply your changes.
- Edit the MetadataConfig.xml configuration file (from \InfoShare\Web\Author\ASP\ClientConfig\MetadataConfig.xml).
- Search for all occurrences of
"CONFIGURE EXTENSION FOR 'TridionSitesTaxonomyConnector'"and un-comment the field definitions. - Save your modifications.
- Restart all application pools.