Wednesday, September 5, 2012

Set up a new term set in SharePoint 2013

IMPORTANT    To add a term set in the Term Store management tool, you must be a Group Manager or a Term Store Administrator

To set up a new term set, you must access the Term Store management tool, and then use the tool to specify the term set properties.

Open the Term Store management tool

To open the Term Store management tool, select the SharePoint environment that you want, and then follow the steps listed.

  • In SharePoint Online
  1. Go to the SharePoint Online Administration Center.
  2. Click Term Store.
  • In SharePoint Server
  1. From the site collection Home page, click Site Contents.
  2. On the Site Contents page, click Options button Settings.
  3. On the Site Settings page, in the Site Administration group, click Term store management.

After you open the Term Store management tool, you can begin to set up the term set.

To set up a new term set, follow these steps.

  1. Open the Term Store management tool.
  2. In the tree-view navigation pane, expand the groups to find the group to which you want to add a term set.
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  4. Point to the term set where you want to add a term, click the arrow that appears, and then click New Term Set.
  5. Type the name that you want to use as the default label for your term in the newly created term in the tree view.
  6. In the Properties pane of the Term Store Management tool, select the General tab and then specify the following information about the new term set:

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  1. Term Set Name   Type a name for your term set. This field should already be populated with the name of the column, but you can update it or change it.
  2. Description   Type a description that will help users understand how they should use these terms.
  3. Owner   If you want the owner of the term set to be someone other than you, you can change the Owner to another person or group. You can enter only one item.
  4. Contact   Type an e-mail address if you want site users to be able to provide feedback on the term set.
  5. Stakeholders   Add the names of users or groups that should be notified before major changes are made to the term set.
  6. Submission Policy   Specify whether you want the term set to be Closed or Open.
  7. Available for Tagging   Select the check box to make the terms in the term set available for tagging. If you clear the check box, then this term set won't be visible to most users. If the term set is still in development, or is not otherwise ready for use, you might want to clear the check box.
  1. Select the Intended Use tab, and then specify the following settings:

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  1. Available for Tagging   Check this box to make this term set available for users to choose for tagging
  2. Use this Term Set for Site Navigation   Check this box to enable this term set to be used for managed navigation.
  1. Select the Custom Sort tab, and then select the sort order that you prefer.
  2. Select the tab to specify any additional data about the term set.
  3. Click Save to save your property updates.

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