{"id":142,"date":"2020-02-17T16:25:49","date_gmt":"2020-02-17T15:25:49","guid":{"rendered":"https:\/\/help.metashare.com\/metashare-help-faq-how-do-i-configure-metashare\/"},"modified":"2025-07-25T09:20:33","modified_gmt":"2025-07-25T07:20:33","slug":"how-to-configure-metashare","status":"publish","type":"page","link":"https:\/\/help.metashare.com\/en\/metashare\/get-started\/setup\/how-to-configure-metashare\/","title":{"rendered":"How to configure MetaShare"},"content":{"rendered":"\n<p>Before configuring MetaShare you should set up your information structure in SharePoint\/Microsoft 365. The steps to do this are<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><a href=\"https:\/\/help.metashare.com\/en\/get-started\/decide-which-workspaces-to-create\/\">Decide which workspaces to create<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/help.metashare.com\/en\/get-started\/create-test-workspaces-based-on-sample-workspace-configurations\/\">Create test workspaces based on sample workspace configurations<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/help.metashare.com\/en\/get-started\/decide-which-structures-to-apply\/\">Decide which structures to apply<\/a><\/li>\n<\/ol>\n\n\n\n<p>Here you have a few pages that you can read through to get an understanding of how information structures are managed in SharePoint:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><a href=\"https:\/\/help.metashare.com\/en\/get-started\/metashare-help-admin-manual-term-store-definitions\/\">Term store definitions<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/help.metashare.com\/en\/get-started\/how-to-manage-term-sets\/\">How to manage term sets<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/help.metashare.com\/en\/get-started\/how-to-manage-terms\/\">How to manage terms<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/help.metashare.com\/en\/get-started\/definition-of-columns-and-content-types\/\">Definition of SharePoint&#8217;s site columns and site content types<\/a><\/li>\n<\/ol>\n\n\n\n<p>You can also watch the following video to get a quick introduction on how to create and manage your taxonomy in MetaShare.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" hcb-fetch-image-from=\"https:\/\/www.youtube.com\/watch?v=oT_WCUt0prk\" title=\"How to create and manage your taxonomy in MetaShare\" width=\"1200\" height=\"675\" src=\"https:\/\/www.youtube.com\/embed\/oT_WCUt0prk?feature=oembed&#038;enablejsapi=1\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p>Once your information structure is set up you can start configuring MetaShare. These are the steps:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><a href=\"https:\/\/help.metashare.com\/en\/metashare\/adminmanual\/settings\/general-settings\/\">Apply general MetaShare settings<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/help.metashare.com\/en\/metashare\/adminmanual\/workspace-configurations\/how-to-create-a-workspace-configuration\/\">Create and configure workspace configurations<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/help.metashare.com\/en\/metashare\/usermanual\/manage-workspaces\/how-to-create-a-workspace\/\">Create workspaces<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/help.metashare.com\/en\/metashare\/adminmanual\/search\/how-to-define-search-properties\/\">Configure MetaShare&#8217;s start page<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/help.metashare.com\/en\/metashare\/adminmanual\/tasks\/how-to-specify-which-due-dates-should-be-monitored\/\">Optional: define which date fields to monitor<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/help.metashare.com\/en\/metashare\/get-started\/document-migration\/why-migrate-documents-to-metashare\/\">Migrate your documents<\/a><\/li>\n<\/ol>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Before configuring MetaShare you should set up your information structure in SharePoint\/Microsoft 365. The steps to do this are Here you have a few pages that you can read through to get an understanding of &#8230; <a title=\"How to configure MetaShare\" class=\"read-more\" href=\"https:\/\/help.metashare.com\/en\/metashare\/get-started\/setup\/how-to-configure-metashare\/\" aria-label=\"Read more about How to configure MetaShare\">Read more<\/a><\/p>\n","protected":false},"author":4,"featured_media":0,"parent":10703,"menu_order":10,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":{"0":"post-142","1":"page","2":"type-page","3":"status-publish","5":"no-featured-image-padding"},"_links":{"self":[{"href":"https:\/\/help.metashare.com\/en\/wp-json\/wp\/v2\/pages\/142","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.metashare.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/help.metashare.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/help.metashare.com\/en\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/help.metashare.com\/en\/wp-json\/wp\/v2\/comments?post=142"}],"version-history":[{"count":22,"href":"https:\/\/help.metashare.com\/en\/wp-json\/wp\/v2\/pages\/142\/revisions"}],"predecessor-version":[{"id":12240,"href":"https:\/\/help.metashare.com\/en\/wp-json\/wp\/v2\/pages\/142\/revisions\/12240"}],"up":[{"embeddable":true,"href":"https:\/\/help.metashare.com\/en\/wp-json\/wp\/v2\/pages\/10703"}],"wp:attachment":[{"href":"https:\/\/help.metashare.com\/en\/wp-json\/wp\/v2\/media?parent=142"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}