As a Microsoft administrator, you should configure ArcGIS for SharePoint to establish a dedicated term group to efficiently store the tagging attribute terms. First, you need to manually create a term group and a term set; then add users as contributors to ensure they can tag documents. It is essential to follow these steps to ensure that your organization's SharePoint tenant has a dedicated place to store terms (document geotags) created by the ArcGIS for SharePoint geotagging workflow.
For more information about term groups, term stores, and contributors, see the Microsoft documentation about managed metadata.
To set up the ArcGIS for SharePoint term store, complete the following steps:
- Go to the SharePoint admin center.
- Under Content services, select Term store.
- In the side pane, click Add term group.
- Type Esri as the term name for the group.
Caution:
This term name is case sensitive. For ArcGIS for SharePoint to connect to the term group, the group must have this name.
- To add contributors or members to the term group, click Edit next to Group Managers. The Edit admins panel appears.
- Provide the names or email addresses of the people you want to add as admins, assign them to a contributor role, and click Save.
- On the term group page, click Add term set.
- Type ArcGIS as the name, and press Enter.
Caution:
This term is case sensitive.
The term set has been created to store your organization's ArcGIS for SharePoint geotagging terms.