SharePoint 2013: How to create and implement Wiki page categories

Introduction

This post walks through the process of creating a set of categories for a new Enterprise Wiki site and then linking that new term set to your wiki pages.  When you first create a new instance of an Enterprise Wiki website, you may not have categories created for yet.  Thus, you won't be able to enter a new term into the Categories field along the right side of the wiki page; and if you click on the Metadata tags next to this, nothing will happen. This is because the Categories Metadata field hasn't yet been linked to a term set.  You need to do this manually.  This procedure shows you how.  Note: you must be a Term Store Administrator or a Farm Administrator to be able to make changes to the Managed Metadata Service such as create term groups and sets and adding terms.  A downloadable sample term set that you can import into your Managed Metadata group is provided in the References section below.

Procedure

1. Login to the farm's Central Administration website.
2. Navigate to the Term Store Management Tool (Application Management > Manage Service Applications > Managed Metadata Service).
3. In the TERM STORE, select the top most item - for default Metadata Service deployments, this will be called Managed Metadata Service. This item has a dropdown. Open it up and then select New Group. A new group will open below it.
4. Enter a name for this group, such as Knowledge Base. Then click to the left of it to save it.  If you click anywhere else, you will get a prompt to exit without saving.

   If you see this prompt, click its Cancel button, and then, on the results panel at right, click the Save button to save the new group.  If you don't do this, your new group will be removed and you will need to start over again.

5. Now select the Knowledge Base term group.  This item also has a dropdown. Open this up, and then select New Term Set. A new term set item will open below it.
6. Enter a name for this term set, such as Wiki Categories.  Then click to the left of it to save it.
7. Now select the term set name, and then click its dropdown, selecting Create Term.  Use this process to create as many terms as you need.  You can also create subterms by clicking the dropdown arrow for a term.  And so on.  Once you are done creating terms, you can leave the TERM STORE tool, since your new term group is made available immediately.  Now let's return to the wiki website to finish.  In the next series of steps, you will configure the Wiki Page library's Categories column and link it to the new term set you created.
8. At the new wiki website, go: Settings (gear icon) > Site contents.
9. Look for the Pages application, and then hover the cursor over it.  See the ellipsis "..." that appears?  Click on it.  A popup will appear.
10. On the popup, click the SETTINGS link.  This is a new way of navigating to the Library Settings page.
11. On the Library Settings page, look for the Columns section, scroll down to the bottom, and look for the Wiki categories column.  Click on this column.
12. Scroll down to the Term Set Settings section, and then expand the Managed Metadata Service item in the box.  Look for Knowledge Base (or whatever name you gave it), and then expand it too.  The select Wiki categories (or whatever you called it).  That's it.
13. Click OK.  The term set is now linked, and you can select terms when editing and configuring Wiki pages at this website.

References

• Microsoft TechNet
• Plan terms and term sets in SharePoint Server 2013
• Microsoft Development Network
• Migrating Managed Metadata in SharePoint Server 2010
• Microsoft Office
• Create and manage terms in a term set
• Other
• SharePoint 2013–Unable to add categories to a Wiki page
• Downloads
• Sample importable term set

Notes

• The downloadable term set sample is properly configured for importing into a Managed Metadata group.  This sample provides typical categories and subcategories for an IT department knowledge base article library.