{"id":9985,"date":"2022-07-21T11:45:09","date_gmt":"2022-07-21T09:45:09","guid":{"rendered":"https:\/\/help.metashare.com\/?page_id=9985"},"modified":"2026-05-08T23:13:44","modified_gmt":"2026-05-08T21:13:44","slug":"create-test-workspaces-based-on-sample-workspace-configurations","status":"publish","type":"page","link":"https:\/\/help.metashare.com\/en\/metashare\/get-started\/structure\/create-test-workspaces-based-on-sample-workspace-configurations\/","title":{"rendered":"Create test workspaces based on sample workspace configurations"},"content":{"rendered":"\n<p>Before involving your colleagues, in workshop sessions, to <a href=\"https:\/\/help.metashare.com\/en\/get-started\/decide-which-structures-to-apply\/\">set requirements for your future document structures<\/a>, our recommendation is to first create some test workspaces based on sample workspace configurations.<\/p>\n\n\n\n<p>Follow these steps to create these sample information models:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><a href=\"https:\/\/help.metashare.com\/wp-content\/uploads\/Standard-configurations.zip\" target=\"_blank\" rel=\"noreferrer noopener\">Download the sample information models<\/a>.<\/li>\n\n\n\n<li>Extract the documents from the zipped file and store them somewhere on your PC.<\/li>\n\n\n\n<li>On the extracted folder structure, the folders on the first level shows the available workspace configurations (that are described on <a href=\"https:\/\/help.metashare.com\/en\/get-started\/decide-which-workspaces-to-create\/\">this page<\/a>):<br><img loading=\"lazy\" decoding=\"async\" width=\"185\" height=\"170\" class=\"wp-image-9999\" style=\"\" src=\"https:\/\/help.metashare.com\/wp-content\/uploads\/Sample-workspace-configuration.png\" alt=\"Sample workspace configuration\"><br>For each of the configurations that you want to create, do the following:\n<ol class=\"wp-block-list\" style=\"list-style-type:lower-alpha\">\n<li>Open the term set folder (under each of these configuration folders you have subfolders for the language that you want to use for your taxonomy\/term sets):<br><img loading=\"lazy\" decoding=\"async\" width=\"403\" height=\"99\" class=\"wp-image-10001\" style=\"\" src=\"https:\/\/help.metashare.com\/wp-content\/uploads\/A-term-set-folder.png\" alt=\"A term set folder\" srcset=\"https:\/\/help.metashare.com\/wp-content\/uploads\/A-term-set-folder.png 403w, https:\/\/help.metashare.com\/wp-content\/uploads\/A-term-set-folder-300x74.png 300w\" sizes=\"auto, (max-width: 403px) 100vw, 403px\" \/><\/li>\n\n\n\n<li><a href=\"https:\/\/help.metashare.com\/en\/get-started\/how-to-manage-term-sets\/#how-to-import-a-term-set\">Import the term sets<\/a> (the csv-files located under a term set folder).\n<ul class=\"wp-block-list\">\n<li>&#8220;Year&#8221; and &#8220;Period&#8221; are term sets that are used in multiple workspace configurations, so if they already have been imported for another configuration, do not import them again.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>If the term set folder has a file called &#8220;Manual term sets to create.txt&#8221;, <a href=\"https:\/\/help.metashare.com\/en\/get-started\/how-to-manage-term-sets\/#how-to-create-a-term-set\">create the term set(s)<\/a>, according to the instructions in the text-file.<\/li>\n\n\n\n<li><a href=\"https:\/\/help.metashare.com\/en\/adminmanual\/how-to-create-a-workspace-configuration\/\">Create the workspace configuration<\/a>, according to the configuration settings file (available  in different languages):<br><img loading=\"lazy\" decoding=\"async\" width=\"509\" height=\"117\" class=\"wp-image-10003\" style=\"\" src=\"https:\/\/help.metashare.com\/wp-content\/uploads\/The-configuration-settings-file.png\" alt=\"The configuration settings file\" srcset=\"https:\/\/help.metashare.com\/wp-content\/uploads\/The-configuration-settings-file.png 509w, https:\/\/help.metashare.com\/wp-content\/uploads\/The-configuration-settings-file-300x69.png 300w\" sizes=\"auto, (max-width: 509px) 100vw, 509px\" \/>\n<ol class=\"wp-block-list\" style=\"list-style-type:lower-roman\">\n<li>In the first sheet (Configuration&#8217;s settings) you have the following information:\n<ul class=\"wp-block-list\">\n<li>the name of the configuration to create<\/li>\n\n\n\n<li>the term set that defines suggested templates<\/li>\n\n\n\n<li>the name of the <a href=\"https:\/\/help.metashare.com\/en\/get-started\/how-to-open-a-site-content-type\/\">document content type to create<\/a><\/li>\n\n\n\n<li>the name of the workspace to create<\/li>\n\n\n\n<li>a description of the workspace, that could be added as workspace metadata<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>In the second sheet (Columns in content type) you have information about the <a href=\"https:\/\/help.metashare.com\/en\/get-started\/how-to-create-a-site-column\/\">columns to create<\/a> or <a href=\"https:\/\/help.metashare.com\/en\/get-started\/how-to-add-columns-to-a-site-content-type\/\">the columns to add to the content type<\/a> that you just created as well as a suggested order to show as <a href=\"https:\/\/help.metashare.com\/en\/adminmanual\/how-to-define-which-document-columns-to-display-in-the-document-view\/\">columns in the view<\/a> and as <a href=\"https:\/\/help.metashare.com\/en\/adminmanual\/how-to-define-which-document-filters-to-show\/\">document filters<\/a>.<\/li>\n\n\n\n<li>Once you have created and configured the document content type, <a href=\"https:\/\/help.metashare.com\/en\/get-started\/how-to-publish-unpublish-a-site-content-type\/\">publish it<\/a> and <a href=\"https:\/\/help.metashare.com\/en\/adminmanual\/how-to-define-which-document-content-types-to-use\/\">add it as selected for the workspace configuration<\/a>.<\/li>\n\n\n\n<li>Select which <a href=\"https:\/\/help.metashare.com\/en\/adminmanual\/how-to-define-which-document-columns-to-display-in-the-document-view\/\">columns to show in the view<\/a> and as <a href=\"https:\/\/help.metashare.com\/en\/adminmanual\/how-to-define-which-document-filters-to-show\/\">document filters<\/a>.<\/li>\n\n\n\n<li>Now <a href=\"https:\/\/help.metashare.com\/en\/usermanual\/how-to-create-a-workspace\/\">create a workspace<\/a> based on the newly created workspace configuration.<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>Getting started with MetaShare: create test workspaces based on sample workspace configurations.<\/p>\n","protected":false},"author":4,"featured_media":0,"parent":10705,"menu_order":1,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":{"0":"post-9985","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\/9985","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=9985"}],"version-history":[{"count":14,"href":"https:\/\/help.metashare.com\/en\/wp-json\/wp\/v2\/pages\/9985\/revisions"}],"predecessor-version":[{"id":12513,"href":"https:\/\/help.metashare.com\/en\/wp-json\/wp\/v2\/pages\/9985\/revisions\/12513"}],"up":[{"embeddable":true,"href":"https:\/\/help.metashare.com\/en\/wp-json\/wp\/v2\/pages\/10705"}],"wp:attachment":[{"href":"https:\/\/help.metashare.com\/en\/wp-json\/wp\/v2\/media?parent=9985"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}