Configure Managed Navigation in SharePoint 2013 – Step by Step

In SharePoint 2013, one can create dynamic metadata navigation, using the benefits of both Managed Metadata and Search. The result is a dynamic navigation, build in by a taxonomy, showing the current search results filtered by the current node (with or without children, based on the current configuration).

Expected behavior:

• Navigation has to be dynamic. When one adds a new term to the term store, it has to get displayed on the navigation (and has to work) immediately.
• On the target page, search results have to get displayed, filtered by the selected navigation item. (Note: as the results/items are provided by search, they’re refreshed by each full or incremental crawl.)
• A configuration parameter is expected to be able to define if the exact matches should be displayed only OR the matches for the children of the selected navigation item too. (For example, when one selects “Germany” above, the values for “Berlin”, “Frankfurt” and “Munich” should be displayed or not.)

Steps to achieve this behavior in SharePoint 2013:

1. Preparation (create a site and a target page)
2. Managed Metadata configuration (Term Set)
3. Search configuration
4. Site navigation settings
5. Insert and customize a Content Search Web Part

For more details and the full description of each step above, please find my Step-by-Step documentation here.