In the Tagging area of Content Management, select Define tags. From the toolbar, choose New to create a new tag, select an existing tag to edit its properties, or select an existing tag, then from the toolbar choose Delete to delete it. Define the tag’s Properties, Access Settings, and Related Tags.
When you create a child tag, it automatically copies the properties of the parent tag. Subsequent changes to the parent tag's properties do not affect the child tag.
You can reorganize the tag hierarchy by dragging and dropping tags into new positions. Drop tag A onto tag B to make A subordinate to B (A becomes a child of B, and B is the parent of A).
Troubleshooting
■ You must be a member of at least one content authority group (CAG).
■ Although no specific Document System permissions are required to define tags, the people who perform web content authoring must have Select Document System permissions on a tag to be able to assign that tag to a content record or content folder.
■ You must plan your tag hierarchy in a manner that accounts for the effect of implied relationships between parent and child tags in the hierarchy. A tag's position in the tag hierarchy creates an underlying relationship that is not specifically displayed in the Related Tags section: Parent tags are implicitly related to their children tags with a more broadly defines relationship, and children tags are implicitly related to their parent tag with a further defines relationship. This means that:
□ The pre-filtered result set of a basic or advanced search includes all published content records that are tagged with any descendant of the tag that is matched by the search keywords.
□ The pre-filtered result set of an advanced search includes all published content records that are tagged with any descendant of a tag that is specified in the configuration of the AdvancedSearch iPart if the user selects that tag at runtime on the rendered page that contains the advanced search form.
□ The pre-filtered result set of a rendered ContentTaggedList iPart also includes published content records that are tagged with any descendent of a tag that is specified in the configuration of the ContentTaggedList.
□ The content of the Items by Tag report (in Content Management > Reports) does not list published content records that are tagged with any descendant of each tag in the report.
Note: Membership in the SysAdmin security role effectively grants the full set of Document System permissions and the full set of CAG permissions (you are effectively a member of a MasterAdmin CAG too). However, to participate in web content authoring workflow, even members of the SysAdmin role must be an explicitly-listed member of at least one CAG.