SharePoint 2013 Global Metadata Navigation Documentation

Navigate to your Managed Metadata Service Application

On-Premise
  • Go to Central Admin
  • Click Manage service applications
  • Click the first Managed Metadata Service link
Office 365
  • Login to your Office 365 Admin Center
  • At the top right click Admin - SharePoint
  • Click term store on the left

Create Global Navigation Term Set

Create a Global Navigation term set similar to the image below.  Make sure to set the Intended Use of your term set for site navigation.  Click Save.

Copy your term store name and paste into Notepad.  You will need it later.

 

Copy your term set unique identifier into Notepad.  You will need this later too.

Deploy Sandbox Solution (WSP File)

Download the WSP file from this CodePlex project.  It's called SP2013.MetadataNavigation.wsp.  This is a sandbox solution that you will deploy into your site collection.  Once deployed you will need to make a couple of changes to some files.  All of the details are below.

Within your site collection perform the following steps:

  • Go to Site Actions - Site Settings
  • Under Web Designer Galleries click Solutions
  • Click Upload Solution at the top left
  • Browse to where you saved SP2013.MetadataNavigation.wsp and click OK
  • Activate the solution

 

On activation a few things happen: 

  • JavaScript and CSS files are deployed to the Style Library into a Scripts and Styles folder.
  • Two custom actions are added with links to the new JavaScript files in the Scripts folder.
  • A custom master page called seattleGlobalNav.master is deployed to the Master Page Gallery and set as the site collection's default master page.

 Here are the only updates made to the original seattle.master file.  As you can see we're just linking to the SeattleBranding.css file in the Style Library and then adding a new DIV to the end of the master page.

 

Update JavaScript File

  • In your site collection go to Site Contents - Style Library
  • Go into the Scripts folder
  • Download MetadataGlobalNav.js to your computer
  • Open the file in your editor of choice
  • On line 36 change the name of the term store to your term store name you pasted earlier into Notepad
  • On line 47 change the unique identifier to your term set identifier you pasted earlier into Notepad
  • Save the file and upload back into the Style Library\Scripts folder
  • Check in and publish if necessary
  • Do a Ctrl + F5 to force a cache refresh
  • You should now see your metadata global navigation term set at the top of your site collection

If your links end up looking like the image above then you'll need to go into your CSS file and update the width of the DIV.  See the section below for details.

Update CSS File

  • In your site collection go to Site Contents - Style Library
  • Go into the Styles folder
  • Download SeattleBranding.css to your computer
  • Open the file in your editor of choice
  • On line 7 change the width to 600px (or whatever works for you)
  • Save the file and upload back into the Style Library\Styles folder
  • Check in and publish if necessary
  • Do a Ctrl + F5 to force a cache refresh
  • The term set navigation links now fit within the DIV

Summary

With this solution you'll now be able to manage your global navigation for all your site collections from one location.

Last edited Oct 31, 2013 at 8:21 PM by fitzamania, version 27