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

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 you 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

You can confirm this 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.