Lab A (Module 5)

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SharePoint Enterprise Content Management Implementers' Course

Contents

Task 1: Create a Term Store 3

Task 2: Create a Term Set and Specify Terms 4

Lab Summary 7

In this lab, you create a new term store, groups, term sets, and terms. You also apply synonyms to terms and create a hierarchy of terms.

Task 1: Create a Term Store

In this task, you create a new term store.

  1. In Central Administration, under Application Management, select Manage service applications.
  2. Select the Service Applications tab.
  3. On the Ribbon, click New, and then click Managed Metadata Service.
  4. On the Create New Managed Metadata Service page, in the Name box, enter Metadata Service 1.
  5. In the Database Server box, enter DEMO2010.
  6. In the Database Name box, enter MetadataService1.
  7. Select Windows authentication to use Windows authentication to access the database.
  8. In the Application Pool section, select Create new application pool, and then select the [Service Account Name] account from the drop-down list.
  9. Select Report syndication import errors from Site Collections using this service application.
  10. Select Add this service application to the farm’s default list.
  11. Click OK.
  12. Click System Settings in the left navigation menu, and then click Manage Services on Server under the Servers group.
  13. If the Managed Metadata Web Service is stopped, click Start, and then perform an IISRESET.

Task 2: Create a Term Set and Specify Terms

In this task, you create a new group and term set. You then create terms and apply synonyms to a term.

  1. In Central Administration, under Application Management, select Manage service applications.
  2. Click Managed Metadata Service 1.
  3. Locate the Managed Metadata Service 1 term store, click the drop-down list, and select New Group.
  4. Enter Corporate as the group name.

  1. Enter your user ID in the Group Managers field.
  2. Click Save.
  3. Click the Corporate node and select New Term Set.
  4. Enter Departments as the Term Set name.

  1. Click the Departments node and select Create Term.
  2. Enter Human Resources as the first term, Information Technology, and Sales and Marketing.

  1. Select the Human Resources node, and then select Create Term.
  2. Enter Benefits as the child term.
  3. Select the Human Resources node, and then click in the Other Labels field.
  4. Enter HR as the new label.

  1. Click Save.

Lab Summary

3