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Topic: "Metadata"
How to access the Term Store from a SharePoint Site
If you are the Site Owner and would like to utilize Managed Metadata, you need to access the global Term Store that is typically maintained by the IT department and accessed via the SharePoint Admin Center. If you are a regular Site Owner, though, SharePoint Admin Center is off-limits to you. So in today’s post, I want to explain how you can… keep reading >
How to rename metadata tags
This happens quite often – you have been using the metadata tags/labels for a while and now need to rename a few or change spelling or something. It sounds like a no-brainer, right? Well, not really. You might actually get some unexpected behavior when you do that, and your experience will depend on how you set up your metadata columns. So in… keep reading >
How to clear SharePoint properties from a document prior to sharing externally
Today I would like to share a quick tip that might be worthwhile implementing if you are concerned about privacy and security. It has got to do with the metadata properties of the document. Specifically, I will discuss the need to clear SharePoint properties of the documents when you share them externally. Let me explain. Use Case You have a document library… keep reading >
How to limit the selection of choices in a People column
Today I want to show you a trick you can use to limit the selection of choices when using the People column. For example, you have a column on a list or library that utilizes the People picker. By default, you will be able to enter the names of any of your colleagues who are part of the User Directory. However, say… keep reading >
3 security roles of a SharePoint Term Store
I blogged extensively in the past about how security and permissions work on SharePoint sites. The topic of security is always on the mind of the users and never gets boring. However, if you are into Managed Metadata (also known as metadata within the Term Store), you might want to familiarize yourself with the concept of security/permissions in the Term Store. Security… keep reading >
How to create a Managed Property in SharePoint Online
In one of my earlier posts, I introduced you to the world of Crawled and Managed Properties. As stated in that article, crawled properties are created automatically in SharePoint once you set up columns (metadata) and upload documents. Managed Properties, on the other hand, might or might not be created for you, depending on how you set up your metadata. In this… keep reading >
Automatically created Managed Properties in SharePoint Online
A while back, I introduced you to the wonderful and mysterious world of crawled and managed properties. I also briefly explained how to create a custom mapping between a crawled and a managed property to build a custom search. I plan to explain this topic later as well. However, there are certain conditions when managed properties are automatically mapped to crawled properties.… keep reading >
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