SharePoint Term Set tree fails to load or unable to edit a clue or term

Netwrix Data Classification
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When using Taxonomy Manager with a SharePoint Term Set either the tree fails to load or you are unable to edit a clue/term. You will typically receive one of the following errors:

  • 401 Unauthorized
  • 403 Access denied. You do not have permission to perform this action or access this resource
  • 500 Internal Server Error

This issue is typically related to:

  • Invalid Credentials, or
  • The SharePoint solution not being correctly deployed (SharePoint 2010)

Verify Connection Credentials

Each registered SharePoint Term Set has configured connection credentials allowing us to request/load the Term Set data from SharePoint. The credentials used for the connection can be viewed by:

  1. Open the QS Administration Interface
  2. Select “Taxonomies” from the top navigation
  3. Select “Global Settings” from the sub navigation
  4. For each affected Term Set select:
    1. Test” to confirm connectivity
    2. Edit” to amend the username/password

Verify Credential Permissions

To support amending the Term Set structure and editing clues the specified connection credentials must either be a:

  • Term Group Manager, or a
  • Term Store Administrator

This can be confirmed via the Term Store Manager interface in SharePoint by selecting the appropriate level (Group/Store) and verifying that the connection credentials are specified in the administrator input.

Verify conceptClassifier Solution (SharePoint 2010 Only)

When connecting to SharePoint 2010 Term Sets the conceptClassifier for SharePoint farm solution must be deployed.

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