The basics steps are first to define a Catalog, then Code Group Profiles and finally defining a subject profile.
1. Follow the following SPRO path:
2. Define Catalog:
Define a catalog for every level of hierarchy level. (3 catalogs will create a 3-level categorization)
3. Next, define Code Group Profiles:
Select the Catalog (defined in the previous step) and create a Code Group for it.
One Code Group per Catalog.
Proceed by creating Codes for your Code Groups.
One Code for every value (values are per Catalog)
4. Next, define a Subject Profile
Create a new Subject Profile. (One per Code Group Profile)
Assign the relevant Code Group Profile and Code Groups
Lastly, log into CRM Web UI with the IC_MANAGER Business Role and find the Create Categorization Schema under the Knowledge Management Work Center:
Create a new Schema and make sure to assign it the appropriate Subject Profile:
Make sure here to declare the appropriate valid-from and valid-to dates in order to activate.
Define your entire schema and save.
Assign to a transaction type and enjoy