Tracy van der Schyff

#Office365Challenge – Term Store Management in Office 365 Part 4 Building – we’ve covered the Terminology, Permissions and Planning part, today we’ll start building our new Term Store. Please refer to my previous 3 posts as part of this journey.

Related posts:
Around the Office in 365 Days: Day 96 – Term Store Management in Office 365 Part 1 Terminology
Around the Office in 365 Days: Day 97 – Term Store Management in Office 365 Part 2 Permissions
Around the Office in 365 Days: Day 98 – Term Store Management in Office 365 Part 3 Planning

The example I used yesterday was The World, where I can reference Continents, Countries, Provinces, Regions and Cities / Towns. See below image for reference:

To add Term Sets and Terms you need to have Term Store Administration rights (see above post about permissions). Go to Settings (1), Site Settings (2), then click on Term Store Management (3):

Click on the dropdown next to your Site Collection (1) and select New Term Set (2):

I have a Company Topology Term Set where I address departments, processes and the general hierarchy of the company. For this example I’ve created a separate main Term Set called “Geography” where I’ll add the Continents, countries etc. Once the main Term Set is created, you can click on the dropdown next to the Term Set, to create Terms, and again click on those to create sub-Terms:

This is the end result. Take note of the different levels, and how they relate to the Terms above them:

You can use the same approach for the Company Topology or Document Management Term Sets. Keep in mind these are only examples, design your Term Store to reflect and support the processes and culture in your company:

Term Sets / Terms can be modified by clicking on the dropdown. Here you can move, delete, deprecate etc:

We’ve now covered the Terminology, Permissions, Planning and the creation of your Term Store, see you tomorrow when we use Managed Metadata in our applications.

Overview of my challenge: As an absolute lover of all things Microsoft, I’ve decided to undertake the challenge, of writing a blog every single day, for the next 365 days. Crazy, I know. And I’ll try my best, but if I cannot find something good to say about Office 365 and the Tools it includes for 365 days, I’m changing my profession. So let’s write this epic tale of “Around the Office in 365 Days”. My ode to Microsoft Office 365.

Keep in mind that these tips and tricks do not only apply to Office 365 – but where applicable, to the overall Microsoft Office Suite and SharePoint.