Fig.: The installer checks system requirements for the installation of the Layer2 Taxonomy Manager.
As a next step, please select your web applications to install the Taxonomy Manager.
Fig.: The web applications must be selected for deployment of the Taxonomy Manager.
Validate the SharePoint Taxonomy Manager Installation:
Please check the dependencies and service considerations after installation using the Installation checker.
Fig.: Validation of the installation and service requirements for the Taxonomy Manager.
Activate the SharePoint Taxonomy Manager:
Now you can activate the new feature as Web Application Feature (not Site Feature or Site Collection Feature) in the SharePoint Central Administration (CA). Please go to Central Administration -> Web Applications -> Manage Features.
Fig.: Activation of the Taxonomy Manager feature as a web application feature.
After activation you will find the additional feature "Import" in the Term Store Management Tool on the Term Group level.
Fig.: The additional option "Import" is added with the feature activation.
Import a new SharePoint Term Set:
Please select the desired Term Group in the default SharePoint Term Store Management Tool. To import a Term Set in the selected Term Group please click "Import Term Set" and after file selection "Import". Please note that several formats are supported, including the SKOS format.
Fig.: Import of a SKOS-based Term Set using the Taxonomy Manager.
Update an existing SharePoint Term Set:
Please select the desired Term Set in the default SharePoint Term Store Management Tool. To update a Term Set in the selected Term Group please click "Update Term Set" and after file selection "Update". Please note that several formats are supported, including the SKOS format. Also note the different options to manage CRUD operations and create, update or delete (CRUD) existing terms in case of modified source data.
Fig: You can create, update, delete existing terms in case the external data set has changed.
Export a SharePoint Term Set:
To export existing Term Sets to a file in SKOS format click "Export". The taxonomy can be re-imported in other SharePoint systems, e.g. for deployment or can used for backup.
Apply Advanced SharePoint Term Settings:
Please select the desired term in the default Term Store Management Tool. To add any content classification rule click "Set Classification Rule". If you can't find this button, the feature is not activated. See above about how to activate.
Auto-Generate a SharePoint Content Classification Rule:
You can automatically generate a content classification rule from existing lables and synonyms. Please click "Generate Rule" to start.
Fig.: You can setup and manage content classification rules in the advanced settings for any term.
Enter a SharePoint Content Classification Rule:
You can enter the content classification rule into the field, include and exclude terms using logic expressions (e.g. OR, AND, NOT). You can also use RegEx to create more complex expressions.
Improve a SharePoint Content Classification Rule:
You can paste a typical text into the Rule Validation field and click "Validate Rule". The clssification is applied to the text and you will be informed whether the defined rule matches or not.