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Now that we have seen the theory, let's go

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to the lab and check out in practice how

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metadata is used inside SharePoint. We are

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now in the live environment, and I have

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already opened a site here called

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Globomantics Migration, and let's create a

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list. So I'll create a list. I'll call it

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Department Information and click on

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Create. And once it's done, as you see, it

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comes in with the title, and that's the

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only thing that I can input in the list.

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However, I can also add columns. So, let

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me add a column here. I will add a Yes/No

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column. I'll call it Active, and let's put

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the default answer to No, and I will click

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on Save. Now when I create a new item,

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I'll have to enter this piece of

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information about what I input. So this is

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metadata. We're now sending information

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about the title, about the information

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that we have over here. Now what about

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managed metadata? Like I said before,

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managed metadata is also a column;

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however, it's not one of the choices that

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I have here. I have to go into More. Once

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I go into More, I will really have all of

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the different column options that

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SharePoint has to offer. So what I will do

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is I will select Managed Metadata here,

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and let's call it Department. I will

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scroll down, and I have the option, do I

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want this column to contain information,

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Yes or No. Let's click on Yes. Do I want

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to allow multiple values? Let's keep it at

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No. And here I can see all of the

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different term sets that I have at a

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tenant level. So I can, for example, go

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into HR TERMS into Departments where I

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have all of my Departments and select this

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term set. Now I'll go, I will click on OK

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in order to add the column. Now when I go

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create an item, let me enter a title, I'll

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call it Test 1, I'll say that it's active,

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and one of the advantages is I cannot just

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put human and click on Enter. It will not

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allow me to. So, if I start typing H, it

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will already propose me options. So let's

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say I start typing Finance, it will

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already show me those options. So this way

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you make sure that people tag metadata

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with consistence, and this is managed at a

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tenant level. Another option you have, and

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let me go add another column, and we're

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going to call, let me go into More, and

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we're going to call this Country. And let

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me select metadata again. Instead of using

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a managed term set, I will customize my

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own term set, and this is because term

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sets can either be at the tenant level or

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they can be at the site collection level.

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So right now, I would be creating a term

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set only inside of this site collection;

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it would not be available anywhere else.

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But it will still have the same

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functionality inside this site collection,

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meaning that still fill in the blanks and

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still make sure that everything is

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consistent across all of your different

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managed metadata columns in this site that

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use that term. Now that we know how

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managed metadata is used inside

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SharePoint, let's go back to the slides and learn how we can manage it.

