1. Install Taxonomy Administration

First, you need to install and configure the Taxonomy Administration Webpart to be able to continue with the installation.

1.  On the SharePoint site, navigate to Pages and click New, and then click Site Page.

2.  Enter the Title of the page, e.g. Taxonomy Admin

3.  Click the Add new web part icon

The dialog to add new web part is displayed. 

Note:  You can use the Search option to find Taxonomy Administration.

In case you do not find the Taxonomy Administration Web part check this article about adding Taxonomy App to the SharePoint site.

4.  Select Taxonomy Administration.

The page to configure the web part is displayed.

5.  Click Configure.

The Taxonomy Administration pane to configure the administration parameters is displayed.

6.  Enter/select the required values in the fields.  Refer to the table below for field names and descriptions:

7.  If Start Free Trial is checked on the click Generate a License Key, otherwise click Apply. 

The Group Creation dialog is displayed.

8.  Click Yes.

Note:  Do not refresh the page until the setup is complete.

The Taxonomy Administration is added.

9.  Click Publish.

The Help others find your page pane is displayed.

10.  Click Add page to navigation to enable easy access to the page on navigation.

The Taxonomy Administration page is added to the navigation.

11.   Click the icon to close the Help pane.

The Taxonomy Administration page is set up successfully.

Next step is to install the Taxonomy Dashboard Web-Part.  For more information, refer to the Install Taxonomy Dashboard.