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Sharepoint 2010 : Content Management - Importing a Term Set

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7/3/2013 7:59:12 PM

Term Sets can not only be created but can also be imported. As we have discussed, Term Sets define the language of your business. Enterprise organizations typically have so much information (defined metadata) that creating a Term Set manually is not a preferable option.

Using a comma-separated values (CSV) file&;, this metadata can be imported to the system up to seven levels deep.

Using the provided FinancialAidTermSet.csv file, this recipe will show you how to create a Term Set outside of the Term Set Management Tool and import it.

Getting ready

You must have administrative permissions to the Central Administration site and have the Managed Metadata Finance Service created in Chapter 2. You also need to have the FinancialAidTermSet.csv file loaded in your directory.

How to do it...

  1. Open the SharePoint 2010 Central Administration website.

  2. Click Application Management.

  3. Under the Service Applications section, click Manage service applications.

  4. Click on the Managed Metadata Finance service application.

  5. Under the Taxonomy Term Store, hover over the group titled Financial Aid. Click the drop-down list by the name Import Term Set.

  6. Choose the file on the ensuing pop-up window and click OK.

  7. A confirmation will be shown, informing us that the Term Set has been imported. A successful import looks like the following screenshot:

How it works...

The Term Set CSV file is broken down as follows (by position):

  • Term Set Name

  • Description of Term Set

  • Locale Identifier (LCID)

  • Available for tagging (TRUE or FALSE)

  • Term Description

  • Level N Term (Levels 1 through 7)

The Term Set must have as its first line:

Term Set Name,Term Set Description,LCID,Available for Tagging,Term Description,Level 1 Term,Level 2 Term,Level 3 Term,Level 4 Term,Level 5 Term,Level 6 Term,Level 7 Term
Company Enterprise Taxonomy,Enterprise taxonomy for Corp Inc.,,TRUE,,,,,,,,


					  

There's more...

Term Sets cannot be exported via the interface or object model.

Other -----------------
- Sharepoint 2010 : Content Management - Creating a Term Set
- Sharepoint 2010 : Content Management - Managing External Content Types
- Sharepoint 2010 : Content Management - Adding a Content Type hub
- SharePoint 2010 : Content Management - Configuring content deployment
- SharePoint 2010 : Content Management - Routing documents to another site
- SharePoint 2010 : Content Management - Configuring advanced routing
- Sharepoint 2010 : Backup and Restore (part 5) - Restoring from a backup in Central Administration
- Sharepoint 2010 : Backup and Restore (part 4) - Backing up a farm in Central Administration
- Sharepoint 2010 : Backup and Restore (part 3) - Importing sites, Recovering data from an unattached content database
- Sharepoint 2010 : Backup and Restore (part 2) - Performing a site collection backup, Exporting sites
- Sharepoint 2010 : Backup and Restore (part 1) - Recycle Bin settings in Central Administration
- Planning Your Move from SharePoint 2007 to 2010 : Upgrade and Migration Options
- Planning Your Move from SharePoint 2007 to 2010 : Planning Your Upgrade
- Sharepoint 2007 : Create Permission Levels for a Site
- Sharepoint 2007 : Create a SharePoint Group for a Site & Edit a SharePoint Group’s Settings
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