Implement global navigation across multiple site collections through managed navigation in SharePoint Server 2013

Summary
This article describes how to use the managed navigation feature in SharePoint Server 2013 to build a global navigation process across multiple site collections.
More information
The managed navigation feature in SharePoint Server 2013 enables you to build navigation for a publishing site that's based on a SharePoint-managed metadata taxonomy. This process can be used for global navigation across multiple site collections.

This article describes how to set up global navigation in a web application or in different web applications. The following example shows this process.

To set up global navigation, you must create the Managed Metadata Service (MMS) application in Central Administration. The MMS application proxy should be associated with the web application in which you want to set up the navigation. To do this, follow these steps:

  1. In the MMS application in Central Administration, locate the Term Store Management tool.
  2. Create the appropriate search engine terms.

    Note This step is based on the business requirements of an organization. For example, you might use different search engines in global navigation across site collections. In this scenario, you follow these steps:

    1. Create a group that has the following name:

      MyCompany Group
    2. Under MyCompany Group, create a term set that has the following name:

      Global Navigation - Top Level
    3. Right-click the Global Navigation - Top Level term set, and then create the following term:

      Search Engines
    4. Select the Global Navigation - Top Level term set, click the Intended Use tab, and then select the Use this Term Set for site Navigation option.
    5. Right-click the Search Engines term, and then create the following terms:

      Bing
      Yahoo
      To do this, follow these steps:

      1. Click the Bing term. Click the Navigation tab. In the Simple Link or Header field, enter http://www.bing.com. Then, select the Show in Global Navigation Menu and Show in Current Navigation Menu options.
      2. Click the Yahoo term. Click the Navigation tab, In the Simple Link or Header field, enter http://www.yahoo.com. Then select the Show in Global Navigation Menu option and Show in Current Navigation Menu options.
    The result should resemble the following screen shot:



  3. Create a publishing site collection from Central Administration.

    Note A team site collection can also be used in this scenario. When you use a team site collection, make sure that the SharePoint Server Publishing Infrastructure feature is enabled at the site collection level and the SharePoint Server Publishing feature is enabled at the site level.
  4. Create the local site navigation configuration. To do this, follow these steps:

    1. Locate the publishing site collection.
    2. Click the gear icon, and then click Site Settings.
    3. Click Navigation.
    4. Under Global Navigation, click the Managed Navigation option.
    5. Under Managed Navigation: Term Set, click the Create Term Set button.


    Note These steps create a local site navigation link on the Site Collection tab in the admin center. The link name is created automatically as <SiteName> Navigation, based on the original site collection name.
  5. Clear the Add new pages to navigation automatically option and the Create friendly ULs for new pages automatically option, and then click OK.

    Note Instead of creating local site navigation, you can select Global Navigation - Top Level under MyCompany Group. However, if you do this, the navigation will apply to only this site collection and can't be reused for other site collections. When you try to associate more than one site collection to global navigation, you receive the following error message:
    The selected term set is already used by another site. http://<sitename>. Before you continue, you should move to the navigation settings for the other site and clear the term set. If the other site is no longer available, you can continue and take over the term set. If you continue, this will break the navigation settings for the other site -- are you sure?
  6. If you chose to create local site navigation in step 4, and you did not choose "Global Navigation - Top Level" as your site navigation, open the publishing site collection, and then select Term Store Management from the site settings.
  7. In the navigation pane, expand Site Collection, right-click the site collection that you created, select Pin Term with Children, and then expand Search Engines.

    Note The following screen shot shows our example site navigation name of Publishing Site Navigation, based on the original site name of "Publishing Site." You should see the Bing and Yahoo terms.
    Publishing Site Navigation
  8. Access the home page of the published site collection. You can see global navigation at the top of the site page, as shown in the following screen shot.

    Example of the global navigation
Note Steps 3–7 can be repeated for several site collections within the same web application or other web applications as long as they are from the same MMS application. By using global navigation, any changes that are made to the top level navigation are duplicated in local site collections as pinning terms from global navigation to local navigation.
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Article ID: 3144166 - Last Review: 03/14/2016 19:37:00 - Revision: 2.0

Microsoft SharePoint Server 2013

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