Termstore / managed metadata / content types

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SP2013 with SQL server 2014 environment. I have never used the term store before and experimented a bit with Managed Metadata - so I need advice how / what to setup for my client please?
Question 1:
Document center can have two types of documents: DCdocuments (columns: Classification, Requester) and Client Case Files (inherit from DCDocuments with an extra column)
So when I upload a document in my library, it ask to complete the necessary fields specified in my content type.
In the library I then want to apply Key Filters, based on the columns created in my content type.




For example I want to filter on 'Classification' (which is a drowdown field) But when I go to managed metadata in library settings, it does not give me the option to select the field 'Classification'. Why is that?
Or do I need to look at TermSets and Terms?




Question 2:
Client will upgrade to SP2016 within the next few months. Will the managed metadata services or termstore setup make the migration difficult?






sharepoint-enterprise content-type managed-metadata term-store







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    SP2013 with SQL server 2014 environment. I have never used the term store before and experimented a bit with Managed Metadata - so I need advice how / what to setup for my client please?
    Question 1:
    Document center can have two types of documents: DCdocuments (columns: Classification, Requester) and Client Case Files (inherit from DCDocuments with an extra column)
    So when I upload a document in my library, it ask to complete the necessary fields specified in my content type.
    In the library I then want to apply Key Filters, based on the columns created in my content type.




    For example I want to filter on 'Classification' (which is a drowdown field) But when I go to managed metadata in library settings, it does not give me the option to select the field 'Classification'. Why is that?
    Or do I need to look at TermSets and Terms?




    Question 2:
    Client will upgrade to SP2016 within the next few months. Will the managed metadata services or termstore setup make the migration difficult?






    sharepoint-enterprise content-type managed-metadata term-store







    share|improve this question

























      up vote
      1
      down vote

      favorite









      up vote
      1
      down vote

      favorite











      SP2013 with SQL server 2014 environment. I have never used the term store before and experimented a bit with Managed Metadata - so I need advice how / what to setup for my client please?
      Question 1:
      Document center can have two types of documents: DCdocuments (columns: Classification, Requester) and Client Case Files (inherit from DCDocuments with an extra column)
      So when I upload a document in my library, it ask to complete the necessary fields specified in my content type.
      In the library I then want to apply Key Filters, based on the columns created in my content type.




      For example I want to filter on 'Classification' (which is a drowdown field) But when I go to managed metadata in library settings, it does not give me the option to select the field 'Classification'. Why is that?
      Or do I need to look at TermSets and Terms?




      Question 2:
      Client will upgrade to SP2016 within the next few months. Will the managed metadata services or termstore setup make the migration difficult?






      sharepoint-enterprise content-type managed-metadata term-store







      share|improve this question















      SP2013 with SQL server 2014 environment. I have never used the term store before and experimented a bit with Managed Metadata - so I need advice how / what to setup for my client please?
      Question 1:
      Document center can have two types of documents: DCdocuments (columns: Classification, Requester) and Client Case Files (inherit from DCDocuments with an extra column)
      So when I upload a document in my library, it ask to complete the necessary fields specified in my content type.
      In the library I then want to apply Key Filters, based on the columns created in my content type.




      For example I want to filter on 'Classification' (which is a drowdown field) But when I go to managed metadata in library settings, it does not give me the option to select the field 'Classification'. Why is that?
      Or do I need to look at TermSets and Terms?




      Question 2:
      Client will upgrade to SP2016 within the next few months. Will the managed metadata services or termstore setup make the migration difficult?






      sharepoint-enterprise content-type managed-metadata term-store




      sharepoint-enterprise content-type managed-metadata term-store






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      edited 3 hours ago









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      Heste

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          Answer 1 : To be able to add column as filter type in managed metadata liberary settings you have first to create termset in managed metadata term store then create column as managed metadata field reference to TermSet.



          Answer 2 : regarding to upgrade/migrations for managed metadata there is no any difficulties for make sure you can check



          Software boundaries and limits for SharePoint Server 2016






          share|improve this answer








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            up vote
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            down vote



            accepted










            Answer 1 : To be able to add column as filter type in managed metadata liberary settings you have first to create termset in managed metadata term store then create column as managed metadata field reference to TermSet.



            Answer 2 : regarding to upgrade/migrations for managed metadata there is no any difficulties for make sure you can check



            Software boundaries and limits for SharePoint Server 2016






            share|improve this answer








            New contributor




            Mohamed Samir is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
            Check out our Code of Conduct.





















              up vote
              3
              down vote



              accepted










              Answer 1 : To be able to add column as filter type in managed metadata liberary settings you have first to create termset in managed metadata term store then create column as managed metadata field reference to TermSet.



              Answer 2 : regarding to upgrade/migrations for managed metadata there is no any difficulties for make sure you can check



              Software boundaries and limits for SharePoint Server 2016






              share|improve this answer








              New contributor




              Mohamed Samir is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
              Check out our Code of Conduct.



















                up vote
                3
                down vote



                accepted







                up vote
                3
                down vote



                accepted






                Answer 1 : To be able to add column as filter type in managed metadata liberary settings you have first to create termset in managed metadata term store then create column as managed metadata field reference to TermSet.



                Answer 2 : regarding to upgrade/migrations for managed metadata there is no any difficulties for make sure you can check



                Software boundaries and limits for SharePoint Server 2016






                share|improve this answer








                New contributor




                Mohamed Samir is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
                Check out our Code of Conduct.









                Answer 1 : To be able to add column as filter type in managed metadata liberary settings you have first to create termset in managed metadata term store then create column as managed metadata field reference to TermSet.



                Answer 2 : regarding to upgrade/migrations for managed metadata there is no any difficulties for make sure you can check



                Software boundaries and limits for SharePoint Server 2016







                share|improve this answer








                New contributor




                Mohamed Samir is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
                Check out our Code of Conduct.









                share|improve this answer



                share|improve this answer






                New contributor




                Mohamed Samir is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
                Check out our Code of Conduct.









                answered 5 hours ago









                Mohamed Samir

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                New contributor




                Mohamed Samir is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
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                New contributor





                Mohamed Samir is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
                Check out our Code of Conduct.






                Mohamed Samir is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
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