How to Configure Managed Metadata on SharePoint 2013

Managed metadata is a hierarchical collection of centrally managed terms that user can define, and then use as attributes for items in SharePoint Server 2013. Metadata plays very critical role in defining a strict policy of tagging items based on specific terms only which will internally help people to find and locate the information easily when they search any content specific to their area of interest.
This section defines several key concepts related to manage metadata.

Terms and term sets

A term is a word or a phrase that can be associated with an item in SharePoint Server 2013. A term set is a collection of related terms. User can specify that a column must contain a term from a specific term set. Managed metadata is a way to refer to the fact that terms and term sets can be created and managed independently from the columns themselves.
Local term sets are created within the context of a site collection. For example, if user adds a column to a list in a document library, and creates a new term set to bind the column to, the new term set is local to the site collection that contains the document library.
Global term sets are created outside the context of a site collection. For example, the term store administrator could create a term set group that is named “Human Resources” and designate a person to manage the term set group. The group manager would create term sets that relate to Human Resources, such as job titles and pay grades in the Human Resources term set group.
Users can see only global term sets and term sets that are local to the user’s site collection.
Terms can be divided into two types:
Managed terms, which are usually pre-defined, can only be created by users who have the appropriate permissions, and are often organized into a hierarchy.
Enterprise keywords, which are merely words or phrase that, were added to SharePoint items. All enterprise keywords are part of a single, non-hierarchical term set that is named the keyword set.

Configuration

If user wants to create a new Service Application connect to the Central Administration and click on Manage Service Applications.

 
Select Managed Metadata Service


SharePoint will prompt little wizard and user has to fill some information to create the service.
Name
Database Name
Application Pool
Configurable Account
 



When user finished giving all the information to the wizard, user should see that the service has been started.


On the ribbon click to Administrators and provide a user who will get “full control” for these services. User has to use a Managed Account.


The next step will be to check under Services on Server if the Managed Metadata Service is running.


Create a new Term Set Audi, and creates new Terms. For example:
Audi A1 TDI
Audi A3 TDI 1.6
Audi A3 TDI 1.9
Audi A4 TDI 2.0 Break
Audi A6 TDI 3.0 Break
Audi A8 TDI 4.5


Create now a new custom list, and add a new column. The type should be Managed Metadata and select Term set AUDI.
When user wants to fill any value beginning with Audi, user will see a little list with all the values of Term Set.