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Metalogix Essentials for Office 365 2.2.3 - Advanced Installation Guide

Create/Edit/Delete Term Store Objects

Terms store manager offers the ability to manipulate term store object individually or in bulk.  Specific functionality is available via the right-click menu or in the upper right-hand corner of the pane.

Create Term Store Objects    

1.Select the parent object from the term store.  The type of objects that can be created depends on the parent object selected.

2.From the right-click or pane menu select the Create option.

3.A window will be displayed with the appropriate fields for the object being created.

4.Press the Finish button to complete the operation.
CreateScreenshot3-11-2015
(In this example, since a Term Group is selected, a Term Set would be created underneath it.)

Bulk Create Term Store Objects

1.Select the parent object from the term store.  The type of objects that can be created depends on the parent object selected.

2.From the right-click or pane menu select the Bulk Create option.

3.A window will be displayed with the appropriate fields for the object or objects being created. Fill in new items on each line.

4.Press the Finish button to complete the operation.
BulkCreate3-11-2015
(In the above, since a Term Group is selected multiple term sets would be created)
 

Edit Term Store Objects      

1.Select an object or multiple objects from the term store.

2.From the right-click or pane menu select the Edit option.

3.A window will be displayed with the appropriate fields for the object or objects being edited.

info

NOTE: the fields displayed may vary depending on whether one or more objects are being created.

4.Press the Finish button to complete the operation.
termstore2

Delete Term Store Objects      

1.Select an object or multiple objects from the term store.

2.From the right-click or pane menu select the Delete option.

3.A message will be displayed confirming that object(s) are about to be removed.

info

NOTE: A term group must be empty, meaning all terms and term sets must first be deleted before the Term Group can be delete.

 

Custom Sort Order (supported for SharePoint 2013, SharePoint 2016 and SharePoint Online only)

To modify the custom sort order of terms:

1.Select the parent term set or term.

2.Right click and choose the Edit Term Set or Edit Term option.

3.Click the Custom Sort tab.

4.Choose between the options to use the Default Sort or Custom Sort Order.

5.If you choose Custom Sort Order, the list of child terms will appear in a table below.

6.To modify the order, simply select a term and drag and drop to reorganize the order.  Dropping a term onto another, will place that term dropped term above in the order.

7.When done, click Finish to apply your changes.
TermStoreManager-CustomSortOrder(1)

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