Tuesday, October 25, 2016

SharePoint Hybrid Taxonomy Essentials

Synchronizing taxonomies between on-premise SharePoint and SharePoint Online has been a challenge for hybrid SharePoint users.  The inability to seamlessly move taxonomies from the SharePoint Online term store to the SharePoint on-prem term Store, and vice-versa, has made it hard to enforce tagging with consistent term sets.  Or, companies that have invested in taxonomy in an on-premise environment have been limited in moving to SharePoint Online because of this lack of support.

Despite the challenges, it’s incredibly important that term sets remain synchronized so that all content throughout an enterprise is tagged consistently with the same taxonomy terms.  Until now, the only solution has been third party add-ons or complex database operations.

If you have encountered this challenge, there is some great news:  Hybrid Taxonomy will be a key feature release of SharePoint 2016 Feature Pack 1.  It will also be included for SharePoint 2013 in the September '16 Cumulative Update for SharePoint. The main Term Store will be the Managed Metadata Service in SharePoint Online. So, when developing an enterprise taxonomy model for your company, the development should take place in SharePoint online.  Changes made in the SharePoint 
Online term store will automatically syndicate down to the on-premise term store, including retaining the same GUID for each term.

Three key things to remember when implementing Hybrid Managed Metadata and Taxonomy

  1. Hybrid Taxonomy for SharePoint will make it easy to synchronize your taxonomy term sets so both on premise and in the cloud SharePoint content will be tagged consistently
  2. Term sets that are currently in SharePoint on-premise environments can be migrated to SharePoint Online using a one-time administrative PowerShell script.
  3. The source taxonomy will live in SharePoint online.  On premise term stores will each connect to the SharePoint Online term store to access the taxonomies.  Each on-premise term store can choose which groups to subscribe to and these groups will be synchronized using the new Taxonomy Group Replication Timer Job.  
  4. Any pinned or re-used terms in your on-premise term store will need to be disconnected and reconnected within SharePoint Online before getting started
  5. Local term sets can be created as necessary in your on-premise term stores
Here are some more resources from Microsoft on this feature:



If you have not yet used the Managed Metadata Service or built a taxonomy, WAND has a General Business Taxonomy available as a free download for SharePoint users.  The WAND General Business Taxonomy can be imported directly into the SharePoint term store and includes a basic set of terms for HR, Sales and Marketing, Legal, IT, and Accounting and Finance.   It’s a great way to being to play with the SharePoint Term Store.


If you need more detailed term sets, WAND has developed a complete library of taxonomies covering nearly every industry vertical and business function.

Wednesday, October 19, 2016

The WAND Gas Utilities Taxonomy - Next in the Utilities Suite

The next taxonomy in our Utilities Suite is the WAND Gas Utilities Taxonomy 

It is designed to provide terms specific to gas utility companies and should be used in conjunction with the WAND Utilities Taxonomy.

You may be familiar with our WAND Electric and Gas Utilities Taxonomy which has been a part of the WAND Taxonomy Library Portal for several years.  We decided that it was time to also create an expanded independent Utility Taxonomy and then follow that with individual taxonomies for the various utility providers.  We will keep the WAND Electric and Gas Utilities Taxonomy as a legacy taxonomy.


The new WAND Gas Utilities Taxonomy provides a foundation of 212 terms and 105 synonyms and can be customized to fit the needs of any Gas Utility Company.

This taxonomy includes terms relating Natural Gas Utilities Infrastructure, Pipeline Development, Maintenance and Repairs, and Metrics as well as Natural Gas Agreements and Contracts, Associations and Organizations, Forms and Applications, and FERC Natural Gas Markets.

The WAND Electric Utilities Taxonomy is also available for companies that provide both Gas and Electricity to their customers.
Watch for our soon-to-be released WAND Water Utilities Taxonomy and the WAND Wastewater Utilities Taxonomy in the suite of Utilities Taxonomies. 

As with all WAND Taxonomies, the WAND Gas Utilities Taxonomy is available by itself or as part of the WAND Taxonomy Library Portal.

Thursday, October 13, 2016

The WAND Electric Utilities Taxonomy - Next in the Utilities Suite

The next taxonomy in our Utilities Suite is the WAND Electric Utilities Taxonomy 

It is designed to provide terms specific to Electric Companies and should be used in conjunction with the WAND Utilities Taxonomy.

You may be familiar with our WAND Electric and Gas Utilities Taxonomy which has been a part of the WAND Taxonomy Library Portal for several years.  We decided that it was time to also create an expanded independent Utility Taxonomy and then follow that with individual taxonomies for the various utility providers.  We will keep the WAND Electric and Gas Utilities Taxonomy as a legacy taxonomy.


The new WAND Electric Utilities Taxonomy provides a foundation of 698 terms and 270 synonyms and can be customized to fit the needs of any Electric Utility Company.

This taxonomy includes terms relating to Demand Side Management, Electric Associations and Organizations, Electric Utilities Standards and Guidelines, Electric Utility Infrastructure, Electric Utility Metrics, Electricity Generation, Electricity Rates, Electricity Transmission and Distribution, and Forms.
Watch for our soon-to-be released  WAND Gas Utilities Taxonomy, WAND Water Utilities Taxonomy and the WAND Wastewater Utilities Taxonomy in the suite of Utilities Taxonomies. 

As with all WAND Taxonomies, the WAND Utilities Taxonomy is available by itself or as part of the WAND Taxonomy Library Portal.

Wednesday, October 12, 2016

Introducing the WAND Utilities Taxonomy

The latest addition to our WAND Taxonomies is the WAND Utilities Taxonomy, the first in our new suite of utilities taxonomies.  

It provides terms common to all utility companies including Electric Utilities, Gas Utilities, Water Utilities, and Wastewater Utilities.

You may be familiar with our WAND Electric and Gas Utilities Taxonomy which has been a part of the WAND Taxonomy Library Portal for several years.  We decided that it was time to also create an expanded independent Utility Taxonomy and then follow that with individual taxonomies for the various utility providers.  We will keep the WAND Electric and Gas Utilities Taxonomy as a legacy taxonomy.


The new WAND Utilities Taxonomy includes terms related to the different types of utility providers such as Investor Owned Utilities, Cooperative Utilities, or Municipal Utilities.  Top level terms include Associations and Organizations, Forms, Policies, Procedures, Regulatory Agencies, Safety and Security, Statutes and Regulations, Utilities Agreements and Contracts, Utility Billing, Utility Infrastructure, Utility Providers and Utility Services.

This taxonomy provides a foundation of 614 terms and 142 synonyms and can be customized.
 
Watch for our soon-to-be released WAND Electric Utility Taxonomy, WAND Gas Utilities Taxonomy, WAND Water Utilities Taxonomy and the WAND Wastewater Utilities Taxonomy in the suite of utilities taxonomies. 

The WAND Utilities Taxonomy was designed to be a companion taxonomy to the Electric Utilities, Gas Utilities, Water Utilities and Wastewater Utilities Taxonomies 

As with all WAND Taxonomies, it is available by itself or as part of the WAND Taxonomy Library Portal.