Wednesday, August 17, 2016

SharePoint 2013 TIP: How to quickly deploy a new term set

It's easy to build and deploy (to Managed Metadata) a new term set, and the simplest way to do this is using the sample import file available right from your farm's Term Store Management Tool.  This TIP shows you how.


1) You'll find the link on the main page of the Term Store Management Tool:
Download this file, ImportTermSet.CSV. Open it in Excel and start to add your terms.  Each and every term must be added, including its term path.  You'll figure it out.

2) Next, create a new group in the Taxonomy Term Store.  Select the top item in the tree, hover the cursor over it, click, and then select New Group from the dropdown menu.  Call it Knowledge Base.

3) Now, select the new group you created.  Then, hover the cursor over it, click, and then select Import Term Set from the dropdown menu.  Navigate to the file you created previously, and then click OK.  After a few seconds, you will see the term set populate beneath the group you selected.  You're done.


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