Wednesday, 22 February 2017

SharePoint Server Managed Metadata based navigation

In this article, let us see the systematic procedure to configure Managed Metadata based Navigation SharePoint 2013 and 2016.
Summary: today we will learn about SharePoint managed metadata navigation including description and a demo with site collection and applying the same gradually with screen shots.
This will apply to SharePoint 2010 (As Manage metadata introduce with this version), 2013 and 2016.
In my last article, I discussed overview of Manage metadata service in SharePoint where I described most of terminally used for managed metadata service; Managed Metadata Navigation powers the navigation structure and automatically generates and change the pages based on the taxonomy hierarchy. We can create; maintain the navigation for all sites in our farm.
In this section, I will be work on below points and describe with demo:
  • Create New term store Group
  • Creating new Term set
  • Creating new term
  • How to add term store administrator
  • Create new publishing site and applying metadata navigation
  • Adding Navigation to top on the page
Therefore, let us start one by one points as above and will perform demo:
Create New term store Group
  • To create new term store Group, Open SharePoint central admin and select application services option from manage service application.
  • On this page, select Managed Metadata service and open or we can select defined service and select manage from the ribbon page.
  • Now select the taxonomy page, open as new term store Management tool and right click on the same, it will show to create new Group.
  • Clicking on new group will prompt to enter the name, so assigned any identical and structured name, description and group Manager then you can enter contributor name. Later on click on save option to save the same settings.

Creating new Term set
  • Now we need to create New term set, to create the same right click on created Group and select the name see below
  • On the create new term set name, we will get below option
Creating new term:  To create new term, right click on every sub sequential terms and term set and create same, it will reflect next to the term or term set page as child.
  • Following the same way create a hierarchal structure to term store to use as effect navigation page
How to add term store administrator or Group Manager
  • To add Group Manager, click on created group and we can see right side group manager option will be available, just enter domain name and user name and click on verified button and click on save.
  • To add Term store administrator or contributor follow the same method open created term set, enter user name, and save.
Create new publishing site and applying metadata navigation
  • Moving to next, as we know how to create site collection from available template on SharePoint, if you are not aware from creating site collection, below are the steps to create site collection in easiest way.
  • Open SharePoint admin page, select Application management from left side quick navigation and click on create site collection from site collections group , see below screen shot:
  • Once clicked on create site collection, we will get wizard to create new site collection, here we need to select Web Application if exist more than in your farm, next title and description, web site address, template selection, language, select template from available. Here I am going with Publishing templet and selecting publishing portal  
  • Now scroll down, select the primary site collection administrator and secondary site collection administrator. Select the quota and click on ok. See below screen shot:
  • Wait for some time until web site collection site is being created; now we have done with creating site collection.
  • Here see the page and style which default we have created. Here we need to add managed metadata navigation layout.

  • Now Click on the Settings link and Go To “Site Settings” link
  • Click on the “Navigation” link from the “Look and Feel” section
  • Check the Navigation Settings available for the Global Navigation be default:
  • Change the Global Navigation and Current Navigation to “Managed Navigation” instead of “Structured Navigation” See below screen shots:
  • Here we need to select radio box of Managed Metadata navigation from global navigation section and select the same from current navigation
  • Down scroll the page, we will get option called, Manage navigation term set. As we shown you above and described about the same, select your desired term set which we have created under the managed metadata service
  • In addition, we need to select managed navigation default page settings, select check box. It will take effect on adding new page and creating friendly URL for new page automatically.
  • Next option is available called make show ribbon and hide ribbon command, if wish to show it in the ribbon page select yes or leave as default and click ok.
  • Now Navigate to Home Page of site collection where you have configure the same and observe the changes in Navigations both Global and current, you should be able to see the Zone as Navigational nodes.
  • Above navigation called as global and left side called as current navigation. See the result above.
  • Edit the Master Page and Allow Current Navigation’s for more than 2 levels so that we can View zone from one to other in Current Navigation
 Result will be shown as below:
Thanks ☺

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