Configure hybrid SharePoint taxonomy and hybrid content types

SharePoint Server 2016
 

Applies to: Search Server 2013, SharePoint Online, SharePoint Server 2016

Topic Last Modified: 2017-10-24

In this article, we look at how to configure hybrid SharePoint taxonomy and hybrid content types.

Hybrid SharePoint taxonomy allows you to have a shared taxonomy between SharePoint Server and SharePoint Online. Hybrid content types allows you to have a shared set of content types between SharePoint Server and SharePoint Online.

Be sure to read Plan hybrid SharePoint taxonomy and hybrid content types before you follow the procedures in this article.

This feature is available in SharePoint Server 2013 and SharePoint Server 2016 with the following SharePoint updates:

  • Hybrid taxonomy requires the November 2016 public update or later.

  • Hybrid content types requires the June 2017 public update or later.

The functionality and configuration procedures are the same for both versions of SharePoint Server.

This video shows a walkthrough of configuring hybrid taxonomy and hybrid content types.

Video: Configure hybrid taxonomy and content types

Video (play button) icon

If you have an existing taxonomy in SharePoint Server, the best practice is to copy any term groups you want to be part of the shared taxonomy to SharePoint Online before you configure hybrid SharePoint taxonomy. You can migrate additional taxonomy groups from SharePoint Server to SharePoint Online to add to the shared taxonomy later, but if you do you may need to run the configuration wizard again to include them in the shared taxonomy.

The migration process copies taxonomy groups from SharePoint Server to SharePoint Online. This is done by using the Copy-SPTaxonomyGroups PowerShell cmdlet.

Active Directory groups

While the copy process preserves most user information associated with term sets - such as owner and stakeholders - note, that the copy process does not work with Active Directory groups. If you use Active Directory groups in your term sets, there are two options for copying your taxonomy groups:

  • You can replace the Active Directory groups with individual users within your taxonomy groups. The individual users will be copied when you copy your taxonomy groups.

  • You can copy your taxonomy groups with the Active Directory groups in place. You will see a PowerShell warning and the Active Directory group assignments will be lost if you proceed. You can then assign an Office 365 group in place of the Active Directory group after you've copied the taxonomy groups.

Copying taxonomy groups

Copying taxonomy groups is done using the Copy-SPTaxonomyGroups PowerShell cmdlet. You need the following information to run the cmdlet:

  • The name of your managed metadata service application in SharePoint Server.

  • The URL of the SharePoint Server site where your taxonomy store is located.

  • The URL of the location of the SharePoint Online site where your term store is located (http://<TenantName>.sharepoint.com).

  • Your Office 365 global administrator credentials.

  • A list of the taxonomy groups that you want to copy.

Run the cmdlet as a farm administrator from one of the servers in your SharePoint farm.

Use the following syntax to copy your taxonomy groups:

$credential = Get-Credential
Copy-SPTaxonomyGroups -LocalTermStoreName "<ManagedMetadataServiceApplicatoin>" -LocalSiteUrl "<OnPremisesSiteURL>" -RemoteSiteUrl "SharePointOnlineSiteURL" -GroupNames "Group1","Group2" -Credential $credential

For example:

$credential = Get-Credential
Copy-SPTaxonomyGroups -LocalTermStoreName "Managed Metadata Service" -LocalSiteUrl "https://sharepoint" -RemoteSiteUrl "https://contoso.sharepoint.com" -GroupNames "Engineering","Marketing" -Credential $credential

Note that you can also simply run Copy-SPTaxonomyGroups and you will be prompted for the needed parameters.

Copying content types

If you're planning to use hybrid content types, you can copy your SharePoint Server content types to SharePoint Online by using the Copy-SPContentTypes cmdlet. For example:

Copy-SPContentTypes -LocalSiteUrl http://localsite/ -LocalTermStoreName "managed metadata service application proxy" -RemoteSiteUrl https://contoso.remotesite.com/ -ContentTypeNames @("ContentTypeA", "ContentTypeB") -Credential $credential

Configuration of hybrid SharePoint taxonomy is done using the Hybrid Picker in the SharePoint Online admin center. The Hybrid Picker has a number of prerequisites. Be sure to read Hybrid picker in the SharePoint Online admin center before you follow the procedures in this section.

We also recommend that you back up your term store before you proceed.

Make the timer service account a term store admin

For taxonomy replication to work properly, the account that runs the SharePoint Timer Service must be a term store administrator in SharePoint Server. (To find this account, check the Log On As account for the SharePoint Timer Service on your server.) Use the following procedure to add this account as a term store administrator.

To add a term store admin

  1. In Central Administration, under Application Management, click Manage service applications.

  2. Click the link for the Managed Metadata service application.

  3. Add the timer service account to the Term Store Administrators box, and then click Save.

Configure hybrid SharePoint taxonomy using the Hybrid Picker

The next step is to configure hybrid SharePoint taxonomy by running the Hybrid Picker in the SharePoint Online admin center.

To configure hybrid SharePoint taxonomy

  1. Log on to a server in your SharePoint Server farm as the farm administrator.

  2. From your SharePoint Server computer, open a web browser and log on to Office 365 as a global administrator.

  3. In the SharePoint Online Admin Center, click configure hybrid.

  4. On the hybrid picker page, click Hybrid Picker.

  5. Follow the wizard and choose Hybrid Taxonomy when prompted.

  6. Provide the following information when prompted:

    • The URL of your SharePoint Server root site. (For example, https://sharepoint.)

    • The name of your SharePoint Server managed metadata service application. (For example, Managed Metadata Service.)

    • The names of the taxonomy groups that you want to replicate. (For example, Engineering;Marketing.)

      Note, if you don't specify groups, then all groups except system and special groups are configured for replication.

Once you've configured hybrid SharePoint taxonomy, the taxonomy replication timer job will poll SharePoint Online on a daily basis for changes to the taxonomy.

Hybrid SharePoint taxonomy uses a timer job called Taxonomy Groups Replication to copy taxonomy information from SharePoint Online to SharePoint Server. By default, this timer job replicates taxonomy on a daily basis.

Like other timer jobs in SharePoint, you can configure the Taxonomy Groups Replication job to run on a different schedule, or you can run it manually, by searcing for it in the timer job list in Central Administration.

If at any time you want to stop taxonomy replication between SharePoint Online and SharePoint Server, you can do so by using PowerShell.

The Stop-SPTaxonomyReplication cmdlet will stop taxonomy replication. For example:

$credential = Get-Credential
Stop-SPTaxonomyReplication -Credential $credential

The Stop-SPContentTypeReplication cmdlet will stop content type replication:

Stop-SPContentTypeReplication

If you wish to reenable taxonomy replication again, you must run the Hybrid Picker again.

If you simply want to reconfigure which taxonomy groups you are replicating, there's no need to stop replication. You can just run the hybrid picker again and specify the new taxonomy groups that you want to replicate.

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