JBoss.orgCommunity Documentation
A guide to the basic usage of the Site Publisher extension for JBoss Enterprise Portal Platform
Abstract
This document provides an easy to follow guide to the functions and options available in the Enterprise Portal Platform Site Publisher extension. It is intended to be accessible and useful to both experienced and novice portal users.
- Preface
- 1. Preamble
- 2. Overall Introduction
- 3. Get Started
- 4. Basic Actions
- 4.1. View a site
- 4.2. Print a Web Content
- 4.3. Contribute Content
- 4.4. Content Inside Categories
- 4.5. Dynamic Navigation
- 4.6. Content Explorer
- 4.7. Manage Site Content with WebDAV
- 4.8. Search in Content Explorer
- 4.9. Preferences
- 4.10. Newsletters
- 4.11. Fast Content Creator
- 4.12. Form Builder
- 4.13. Category Navigation
- 5. Advanced Actions
- 6. Next Steps
- A. Revision History
Beginning as an Open Source project in the year 2002, eXo is well-known as the industry's first Java portlet container. With the aim of dominating the potential portal market through robust and easy-to-use applications, eXo Project has succeeded in attracting consumers in the whole world. Exo has actually opened the floodgates to various options in many markets, and customers have been choosing eXo as the best method for their success.
The eXo Platform™ software is a powerful Open Source that corporates portal and content management system. Users of the platform have a customized single point of access to the company's information system and resources.
The foundation for eXo Platform 3.0 is eXo Core Services, a powerful set of REST-based services for rapid website development, content management and gadget-based development. eXo Extended Services are also a part of the eXo Platform 3.0, running on the top of eXo Core Services to enable easy development of rich, user-centric web applications.
eXo Content is one of eXo Core services. It provides a set of services to extend portal-based applications with Enterprise Content Management (ECM) capabilities. Document Management System (DMS) features make it easy to catalog and organize enterprise content and with powerful Web Content Management (WCM) services to quickly build dynamic, content-rich websites.
If you are looking for a powerful tool and strategies in managing website and contents, eXo Content is what you need. eXo Content is designed to provide webmasters who manage websites the way to maintain, control, modify and reassemble the content of a web-page easily and effectively. All components of your website can be organized, reconstructed easily, which helps you keep your website under the control. eXo Content really brings interesting experience for all users and changes their way of thinking about website. The followings are key features of eXo Content:
Website Creation
- Fast Setup:
Setup a new site in just a few clicks with an intuitive user interface and template features.
- Navigate, Preview and Publish Content:
Navigate through page content in either a single content viewer or the list content display, quickly preview page content or work on new content in draft mode and publish at anytime.
- Templates:
Create websites from existing templates and themes, or create new templates with a consistent look-and-feel across a single site.
- In-Site Edition
The integrated rich text editor allows non-technical users to edit the pages they are in charge of in an intuitive way.
Web Content Organization
- Web-Based Administration:
Use a web browser to manage sites remotely, no local administration software is required.
- Manage Multiple Websites:
Manage and control every site in one place.
- Media Library:
Upload media to the library, publish, reuse and update all available media content across multiple websites.
- Content Search:
Search content and documents using categorization and tag features.
- Broken Link Detection:
Know how many broken links are present and how many are functional with ease.
- Versioning and Rollback:
Easily rollback a website's content with automatic versioning.
- SEO and Friendly URLs:
Search Engine Optimization (SEO) is simplified for editing meta tags and more. Content has its own specific URL for easier bookmarking and improved SEO.
- Configuration for Deployment on Web Farms:
Advanced deployment rule for scalable, three-tier web application architecture with partitioned replicated deployment.
Capture and Manage Documents
- Kofax Plugin:
Collect paper documents, forms, invoices and other unstructured documents and convert into accurate and retrievable information, stored in the eXo JCR.
- Access Control List:
Access Control List: Validate the current session's permissions to add nodes, set properties, remove or retrieve items. Define actions to launch the next step in a process, or to invoke any "coded" action required.
- Workflow:
Specify processes for document collaboration and validation.
- Record Management:
Track the status of content completion and control document storage lifecycles.
Store and Access Documents
- JCR:
eXo JCR allows applications to access or manage files independent of their location, and also provides advanced features such as unified access control, versioning, indexing and more.
- Automatic Backup:
Define and automate tasks to save documents as required.
- Web Interface:
Access documents in an intuitive and user-friendly web interface.
- Microsoft and OpenOffice Plug-ins:
Microsoft and OpenOffice plug-ins give users the freedom to work on documents in their preferred document editing program.
And More...
eXo Content also provides other powerful tools to manage an build content-rich websites such as CSS, Java Script and RSS support, advanced document management tool, collaboration tools, etc. All features is to meet your requirements for the purpose of easy site management, cost reduction in managing multiple sites in only one place.
The intended reader of this user guide are users using eXo Content. This guideal will explain all the basic and advanced features that eXo Content provides in managing websites and site content. It gives in-depth examples and easy explanations of eXo Platform technology that allows the webmasters to create and manage a very fast and powerful website.
With this guide you will:
learn the basic terminologies used in eXo Content.
know how to create, manage and publish Site content.
know how to manage Web pages, set up a website, etc.
In this guide, we will use the following accounts (username/ password) throughout the guide:
root/ gtn: This account is for users as Administrators who have the highest right on the platform.
mary/ gtn: This account is for a publisher who can write contents but also can create new pages or edit them in the current site.
Web Content Management (WCM) is the technologies used to Capture, Manage, Store, Preserve, and Deliver content and documents. It especially concerns content imported into or generated from within an organization in the course of its operation, and includes the control of access to this content from outside the organization's processes.
The WCM users can manage both structured and unstructured content, so that an organization, such as a business or governmental agency, can more effectively meet business goals (increasing the profits or improve th organizational process with efficient use of budgets), serve its customers (as a competitive advantage, or to improve responsiveness), and protect itself (against non-compliance, law-suits, uncoordinated departments or turnover within the organization).
WCM improves your operational productivity and efficiency. It enables you to transform unstructured content into structured content through the process of capturing, storing, managing, preserving, publishing and backing up while securely distributing it. The WCM portlet gives you a portal solution that can help you achieve these processes and leverage your business content across all formats for competitive gain. It also provides an environment for employees to share and collaborate on digital content and delivering a comprehensive unified solution with rich functionalities. Every components of your website can be organized, reconstructed easily, which helps you keep your website under control.
Document Management System (DMS) - an extension of eXo Content is used to store, manage and track electronic documents and electronic images and allows documents to be modified and managed easily and conveniently by managing versions, properties, and more.
Creating a site is a quick process, but deciding what content to put in the site and how to organize it will take a lot of time. Thus, to mange a site more easily and more effectively, a site always has a specific structure as follows:
The Site Content are stored in collaboration workspaces of Java Content Repository (JCR).
Details:
- CSS
This file is used to define the presentation of your entire site such as: font, color, size, etc.
- Documents:
All documents, which are used in a site will be stored in this folder.
- JS
A programming script used on the site. This file is used to make a web page more animate and dynamic in terms of graphics and navigation.
- Links:
This folder stores all links used in the site.
- Media:
This folder includes three sub folders:
- Audios:
Store all sound files used in a site.
- images:
Store all images, pictures used in a site.
- videos:
Store all video files used in a site.
- Web content:
This folder is used to store the documents which present main content (texts images, hyperlinks, audios and videos) of the site.
Web Content is the textual, visual or aural content that is encountered as part of the user experience on a website. It may include other things such as texts, images, sounds, videos and animations.
The Web content may include various elements. Thus, to create and manage the Web content more effectively and dynamically, each Web Content also has a specific structure:
- Main content:
It contains all key content such as: texts, images, links, tables, etc.
- Illustration:
It contains an image that is used as an illustration for the content. Additionally, a summary also can be added to come with this image.
- default.css:
It contains CSS data which is used to present the web content such as: layout, font, color, and more.
- default.js:
It contains JS data which is used to make web content more animating and dynamic.
A repository is a place where contents are stored and maintained. The content repository is:
A place where contents are stored.
A place where digital data are stored.
Accessible to the user without having to travel across a network.
A content repository is composed of a number of workspaces. Workspace is a term used by several software vendors for applications that allow users to exchange and organize files over the Internet. In our case, the content repository consists of more than one workspace. The “repository” repository contains multiple workspaces, including : system, backup and collaboration workspace.
- System workspace:
is used to reserve “system folders”.
- Backup workspace:
The backup process depends on the published content timestamps, each published document has a duration for which it can be published and when it exceeds the timestamps, it will be automatically archived to the backup database. This workspace is mostly used when using the Workflow based content publication lifecycle.
- Collaboration workspace:
Allows users to validate and manage documents. This is the central place to store and edit contents and media.
A drive can be understood as a shortcut in the content repository. It enables administrators to limit visibility of each workspace for groups of users. It's also a simple way to hide the complexity of the content storage by showing only the structure that makes sense for Business users.
More specifically, a drive consists of :
a configured path from where the user will start when browsing the drive.
a set of allowed views that, for example, will allow to limit the available actions (such as the edition or creation of content while being in the drive).
a set of permissions to limit the access (and view) of the drive to a limited number of people.
a set of options to describe the behavior of the drive when users browse it.
A node is an abstract basic unit used to build linked data structures, such as linked lists and trees, and computer-based representation of graphs. Nodes contain data and/or links to other nodes. Links between nodes are often implemented by pointers or references.
A node can be thought of as a logical placeholder for data. It is a memory block which contains some data unit, and optionally a reference to some other data, which may be another node that contains other data. By linking one node with other interlinked nodes, very large and complex data structure can be formed.
Versioning means that at any given time the node's state can be saved for possible future recovery and the action of saving called 'checking in'. A workspace may contain both versionable and non-versionable nodes. A node is versionable if it has been assigned a mixin type mixin: versionable; otherwise, it is a nonversionable node. A version exists as a part of a version history graph that describes the predecessor/successor relations among versions of a particular versionable node.
Software versioning is the process of assigning either unique version names or unique version numbers to unique states of computer software. Within a given version number category (major, minor), these numbers are generally assigned by increasing order and correspond to new developments in the software. At a fine-grained level, revision control is often used for keeping track of incrementally different versions of electronic information, whether or not this information is actually computer software.
WebDAV stands for Web-based Distributed Authoring and Versioning. It is a set of extensions to the Hypertext Transfer Protocol (HTTP) which allows users to collaboratively edit and manage files on remote World Wide Web servers.
The protocol was to make the Web a readable and writable medium. It provides functionality to create, change and move documents on a remote server (typically a web server or "web share"). This is useful for, among other things, authoring the documents which a web server serves, but can also be used for general web-based file storage that can be accessed from anywhere.
A podcast is an audio file that you can download and listen to on your computer or a portable MP3 player such as an iPod. The word itself comes from the combination of two other words: iPod and broadcast.
The file plan is the primary records management planning document. Although file plans can differ across organizations, their typical functions are to:
Describe the kinds of items the organization acknowledges to be records.
Describe what broader category of records that the items belong to.
Indicate where records are stored.
Describe retention periods for records.
Delineate who is responsible for managing the various types of records.
To register a new account on the portal, do as follows:
Procedure 3.1.
Go to the portal by inputting the URL in the address bar (e.g: http://localhost:8080/portal/public/classic).
The anonymous homepage will appear:
Click the Register link on the top of the site, the Register form will be displayed:
(*) required
The Account Setting information includes:
Table 3.1.
Field Information User Name The user name that is used to login into the system. It must be unique. The user name must be started with a character. Password The security characters are used to login. It must have at least 6 characters. Confirm Password The re-typed password above. The password in Password field and this field must be the same. First Name Your first name Last Name Your last name Email Address Your email address. It must have a right format: username@abc.comInput values for the fields in this form.
Click the
icon to search and check if the inputted user
name is available or not.Input values in the fields of User Profile tab, including: Profile information, Home information and Business information.
Click Save to register a new account, or Reset to renew all inputted values. There will be an alert message, and you cannot add a new account successfully if at least one of these cases occurs:
User name is existing or invalid.
Password has less than 6 characters.
Password and Confirm Password are not the same.
Email Address has invalid format.
Required fields are empty.
After adding a new account, contact with the administrator to get the confirmation.
You should enter your email address exactly because when you forget username or password, you can recover it by using this email address.
This function enables you to go into WCM in the private mode.
Procedure 3.2. Sign in
Go to the WCM in the public mode by inputting the URL in the address bar (e.g: http://localhost:8080//portal/public/classic/).
Click the Login link at the top of the home page. The Sign in form will appear:
Input your registered User name and Password.
Click Sign in to accept, or Discard to exit from the Sign in form.
Table 3.2. Options
Option Information User name To input the registered username. Password To input the password of your username. Forgot your User Name/Password To retrieve the forgotten user name or password when you forget. Sign in To sign into the eXo Portal with the inputted user name and password. Discard To close the Sign In form without any changes. If the User Name does not exist or the inputted User name/Password is invalid, there will be an alert message that requires users to input right values. The page will be redirected to the private security checking mode.
To login again, enter User Name and Password again.
After signing in, you will be redirected to the authenticated homepage like the illustration.
The function lets you get back to the anonymous portal. It ends your current portal session.
To sign out, click the Logout link on the right access banner:
or click eXo > Sign Out from the menu:
If you forget your account or password, you can recover them by doing as follows:
Procedure 3.3.
Click the link Forgot your User Name/Password? in the Sign in form.
This form offers two options:
- Forgot my password:
If you forgot your password, you need to select this option.
- Forgot my username:
If you forgot your username, you need to select this option.
Select one of these two options in this form. The selected option will be shown:
If the Forgot my password option is selected the form to recover the password appears:
If the Forgot my username option is selected, the form to recover the user name appears:
Enter your username or email in the corresponding form.
Click Send to send the inputted values.
Once information has been sent, you will receive an email with your User name/ Password in your email address that you registered.
If you forget User Name: when a username is retrieved, your old username is restored and can be reused and a new password is also sent to your email with the old username.
If you forget old password: a new password will be set (as temporary, then you will be directed to change the password for the next time you sign in).
The function enables you change your account information, such as your profile and password.
Procedure 3.4.
The first thing to do is to directly click your own account name.
The Account Profiles tab will appear:
The priority order of display language is shown to the following order:
User's language
Browser's language
Portal 's language.
Thus, to display your preferred language, you should pay attention to this order to change the language type appropriately.
Procedure 3.7.
Move the mouse on eXo | Change Language on the top left corner of the portal:
The Interface Language Setting form appears:
Select the another language in the list. The currently selected language will be marked with the
icon.
Click Apply to change the display language temporarily, and wait few seconds to take effect, or click Cancel to quit without any changes.
The eXo skins are attractive user interface styles for displaying a portal. Each skin has its own characteristics with different backgrounds, icons, and more. To use the portal easily and effectively, you are allowed to change the skin of the current site.
Procedure 3.8.
Move the cursor to eXo | Change Skin item in the drop-down menu:
The Skin Setting form appears.
Select the skin you want by clicking its name.
Click Apply and wait a few seconds to take affect.
These actions can be done by users who have the right to use the administration bar with a personal preferences menu.
- 4.1. View a site
- 4.2. Print a Web Content
- 4.3. Contribute Content
- 4.4. Content Inside Categories
- 4.5. Dynamic Navigation
- 4.6. Content Explorer
- 4.7. Manage Site Content with WebDAV
- 4.8. Search in Content Explorer
- 4.9. Preferences
- 4.10. Newsletters
- 4.11. Fast Content Creator
- 4.12. Form Builder
- 4.13. Category Navigation
These actions are for all registered users after they have logged in the accounts.
In eXo Content, we use the 'Website' term which is equivalent to the 'Portal' term. So, viewing a portal means viewing a website. You can select the site that you want to view by selecting the site name in the drop-down menu on the Administration bar:
The main screen of the site will appear like the illustration below:
| Administration bar which contains administration functions related to portals (websites). |
| Banner which contains slogan, logo, icon used in the website. |
| Navigation bar which helps users to visualize the structure of the website and provide quick links to different pages. |
| Home page which is the main page of the website. This is the default page that is displayed first when you visit the website. |
| Footer of the web site. It can be texts, or image that is displayed at the bottom of the web site. It provides information about author/institutional sponsor, revision date, copyright and more. |
Users can easily print any content in a site by following these steps:
A site in eXo Content has two modes (Published mode and Edit mode) which is specific for editing site and viewing site. You can easily switch between these modes by selecting in the drop-down list at the top left corner.
Edit mode: In this mode, you can edit all contents of the current site. When hovering the mouse over contents, you can see edit icons which enable you to quickly edit these contents. You can take advantage of this feature to submit contents to a page.
Published mode: In this mode, you only can view the current site without editing the contents of the site.
When you login to a site, by default, the page is in the published mode, you cannot see any quick edit icon and cannot edit site contents at this time:
When a page is switched to the Edit mode, you can see quick edit icons on the site contents when mousing over them.
For single content viewer (SCV), you can see the current state of the content, the Edi Content icon and References icon.
For content list viewer (CLV), you can see the current state of the content, the Edit Content, References icon, the Add Content icon and the Management Content icon.
InContext Editing allows you to edit content "in context" rather than having a WYSIWYG editor pop-up over the top of the page. This feature makes page editing a much more user intuitive process, with the new content automatically taking on the previous contents.
To use InContext Editing, turn on the Edit Mode.
Adding a new content by InContext Editing is enabled for the content list viewer.
Do the following:
Procedure 4.2. Add a new content
Turn on the Edit Mode > hover the mouse to the CLV that you want to add a new content in.
Click the Add Content icon on the CLV.
You will be redirected to the Content Explorer with a new document form for you to write a document.
Click
to open the template list and select one .Fulfill all the fields in the form. See the part Section 4.6.4.2, “Add a document” to know how to add types of document.
Click Save as Draft to save the document in a folder of the Collaboration drive or Close to quit the form without creating the document.
Note
Saving a document in which folder of the Collaboration drive depends on the path you choose in Section 4.3.2.4, “Preferences”.
You can edit any contents on the homepage for SCV and CLV with InContext Editing. For CLV, you only can edit each content in it.
Do the following:
Procedure 4.3. Edit a content
Turn on the Edit Mode > Hover the mouse to the content you want to edit.
Click
on the right conner of the content you want to edit. You will be redirected to the Content Explorer with the document form form for you to edit.
Edit the content > Click Save as Draft to save the content or Close to quit the form.
Click
to return to the site and in the Edit Mode, the content in the state "draft" with its modification is visible.
Note
When you turn on the Published Mode, you cannot the edited content. To see it in the Published Mode, you must publish it. See Section 4.3.3, “Publication Process” to know how to publish a content.
With InContext Editing, you can easily manage a content list on the homepage. You can add a new content in the list.
Do the following:
Procedure 4.4. Manage Content
Turn on the Edit Mode > the Manage Content icon of the content list viewer that you want to manage on the homepage.
The browser will redirect to Content Explorer:
Click Add Document on the action bar to add a new content to the folder containing all the contents in the content list viewer.
The form to add a new content appears. Do the same steps as the part Section 4.3.2.1, “Add Content”.
Preferences enable you to edit contents in the single content viewer (SCV) and the content list viewer (CLV), reset the display of the contents in SCV and CLV and publish contents.
Content Detail Preferences
To edit the single content viewer do the following:
Procedure 4.5. Edit Content Detail Viewer
Turn on the Edit Mode > Select the Preferences icon of a single content viewer.
The Content Detail Preferences dialog appears:
Details:
Content Selection: Select the path of the content that you want to show by clicking
.Display Settings: Allow configuring Title, Date and OptionBar visibility.
- Show Title: Specify whether the title of the content is displayed or not.
- Show Date: Specify whether the date of the content publication is displayed or not.
- Show Option Bar:Show or hide the Option bar used to show the print link.
Print Setting:
- Show in page: The content is shown the page.
- with: Parameters contains the content path.
Advanced panel: When clicking on this link, the Advanced panel will be shown. If Contextual Content property is "Disable", the Advanced panel is closed by default .The content should enable “dynamic navigation” that interprets the URL and shows a content.
Note
Click
to see a quick help panel for each section.Click the plus icon next to the Content Path to re-select another content. The Select Content dialog appears: selectcontent
Choose a folder on the left panel and a content in the folder on the right panel. The content chosen will be displayed in the Content Path field.
Tick in the Show Title box, the Show Date and the Show Option bar box if you want to display the title of the content, the date of the content publication and the print button like the illustration below:
In the Print Setting part, click
and the UIPageselector dialog appears, you will see Printviewer.Click the Print button, the content is opened in the print viewer page.
URL: http://localhost:8080/ecmdemo/private/acme/printviewer?content-id=/repository/collaboration/sites%20content/live/acme/web%20contents/site%20artifacts/Introduce&isPrint=true
In which:
printviewer?: the print viewer page of the content.
content-id: the parameter containing the content path.
Click Save to save all the changes or Cancel to quit the dialog without any changes.
Content List Preferences.
To edit the single content viewer do the following
Procedure 4.6. Edit Content List Viewer
Turn on the Edit Mode > Select the Preferences icon of a content list viewer.
The Content List Preferences dialog appears:
Details:
Table 4.1.
Mode This mode is to select web content for list viewer. There are two modes: By Folder: This mode allows you to select a content folder in the Folder path field.
By Content: This mode allows you to select by the content in a specific folder in Folder path field.
Folder path The path to a location of a folder that contains the content. Order by The field is selected to sort content in the list viewer. You can sort content by Title, Date created or Date modified in ascending or descending order. Header The title for all content that are listed in List Viewer. Viewer template The template is used to view content list. Paginator template The template is used to view each content in list. Items per page The number of items will be displayed per page. Show image The option is to show or hide the illustration of each published web content/document. Show summary The option is to show or hide the summary of each web content/document. Show header The option is whether to show a header or not. Show refresh button The option is whether to show the refresh button at the left bottom of this page or not. Show title The option is to show or hide title of each published web content and/or document. Show date created The option is to show or hide the created date of each published web content/document. Show link The option is to show or hide the link of web content and/or document. Read more The option is to show or hide the Read more to read all the content of a web content and/or document. Browse the documents/ web content of an available site by clicking
next to the folder path field.If you select the By folder mode, select an available site on the left, then select a folder that contains contents (documents and/or web content) on the right by clicking the folder.
If you select the By content mode, select an available folder from the left panel, all content in this folder will be listed on the right panel. Click a content on the right that you want to add to the content list. A message informs that you have successfully added it in List Content. The selected content is listed in List Content.
Enter a header for the content list in the Header field if you want.
Select a template to display the content list in the template list.
Tick/untick some options that you want.
- Click Saveto save all the changes or Cancelto quit the dialog without any changes.
After a new content is created, it is saved as draft and you can easily to publish it on your site. The publication process consists of four steps:
Request approval > Approval > Stage > Publish
If you do not have the right to approve or publish a content, so when you want to publish your content, you must send your approval request first.
If you have the right to approve or publish a content, you do not need to send a request approval. You can yourself publish it with the Stage step immediately.
Request approval: When a new content is created, it must be approved before publishing by clicking Request Approval on the action bar of the Content Explorer or clicking Pending in the Manage Publication form:
Approve: To approve a content, click Approve on the action bar of the Content Explorer or click Approved in the Manage Publication.
Stage: Stage enables you to publish a content in a period. After selecting the publication schedule for the content, it will be automatically published as the schedule.
To publish content for a stage, click Stage > Click From/ To to open a mini calendar > Select the date to publish.
To publish your content forever, you should not to set time in the To field.
Publish: A content will be published when you have completed the Stage step.
Note
You will see a list of draft contents, pending contents (that are waiting to be your approval if you have the approval right) and contents that will be published at the bottom of the Content Explorer. Click them to review, approve or publish.
You can create new contents in any folders or directly in a CLV with Incontext Editing. However, creating contents inside a category helps you easily and quickly manage and publish them.
Categories are used to sort and organize documents to ease searches when browsing documents online. After creating a document, you should categorize it by adding it into a category. You should directly create a document in a category, then the document is automatically created a link to it in the category. When you browse the category, it will be possible to find the referenced documents and display them as if they were children of the category node.
Categories are stored in the JCR itself .
This section will show you how to create a content in a category.
Do the following:
Procedure 4.7. Create a content
Go to Group > Content Explorer > select a category in a drive. For example, select Acme drive as the following illustration.
Click the Add Document button to create a new content. See Section 4.6.4.2, “Add a document” to know how to add a new content. The new content is a symlink.
Click the symlink to view the content.
Dynamic Navigation enables you to get a parameter to configure the portlet by URL. It means that the URL containing the content path can be dynamically changed.
This section shows you how to use Dynamic Navigation in eXo Content.
Do the following to access Dynamic Navigation:
Procedure 4.8. Access Dynamic Navigation
Turn on the Edit Mode > hover the mouse to SCV or CLV and select the Preferences icon.
If you select the Preferences icon of SCV, the Content Detail Preferences form displays.
If you select the Preferences icon of CLV, the Content List Preferences form displays.
Click the Advanced panel in the Content Detail Preferences form/ the Content List Preferences form.
The Dynamic Navigation will display.
Dynamic Navigation in SCV
Details:
Table 4.2.
Contextual Content Disable: It means a single content will be opened by an URL containing the Content Path.
Enable: This portlet is configured with the provided parameter (content-id by default).
By This parameter is the key in the URL to let SCV know which really is the path in the current URL. It is editable when Contextual Content is Enable. For example, open a single content with the Content Path "ACME Introduce". The URL of the content is the following:
URL: ... /ecmdemo/private/acme/printviewer?content-id=/repository/collaboration/sites content/live/acme/web contents/site artifacts/Introduce&isPrint=true
Dynamic Navigation in CLV
Details:
Table 4.3.
Contextual Folder Disable: It means a single content will be opened by an URL containing the Folder Path (for CLV)
Enable: It means the path of content list (Folder Path in the Content Selection path) can be dynamically changed by URL.
By This parameter is the key in the URL to let CLV know which really is the path in the current URL. Show in page A single content in CLV will be shown in a selected page. You can choose any page but you should take one with a Content Detail Portlet. The Content Detail Portlet should enable “dynamic navigation” that interprets the URL and shows a single content. With This parameter is the key in the URL to let SCV know which really is the path in the current URL.
This page is used to manage all documents in different drives. This is really the flexible way because you can do through the Internet anytime and anywhere. By default, anyone can access Content Explorer but the performing actions on Content Explorer depending on the role of each user.
Procedure 4.9.
Go to Group > Content Explorer on the administration bar:
A list of all drives organized in groups: Personal drives, Group drives and General drives in the Content Explorer displays:
- Personal drives:
Personal drive is the working space of a user. If you want to do in private, select the Private drive, no one else can access or get your private resources. If you want to create resource and share with others, work in the Public drive.
- Group drives:
The drive of a group is the working space of users in that group.
In this example, the user "root" joins in three groups : "executive-board", "administrators" and "users" so he has right to access these group's drive.
- General drives:
This is the working space for everyone but your access right in different drives depends on your role. If you access as administrator role, you can see all drives; otherwise, if you access as web contributor role, you can see some drives only.
Private drive contains personal data of registered users. Hence, only these individuals can access data in this drive type.
By default, there are some initialized folders to store private user's resources.
By selecting the Actions tab, you can:
Create a new folder
Create a new document
Upload file from your computer
Add Sym Links
Overload Thumbnails
By selecting the Collaboration tab, you can:
Watch/Unwatch a document.
Add tags for a document.
Set multi-display languages for document.
Vote for a document.
Comment for a document.
By selecting the Search tab, you can:
Do the simple search
Do the advanced search with more constraints, add new query to search
Do search by existing queries.
In addition, you can:
Setup your browsing preferences
Cut/paste, Copy/past, Delete a node
Lock a node
Rename a node
Use the view WebDAV function to view document content.
Download documents (folders) to your machine.
With the Public drive, there is no initialized folder but you can create by yourself.
In the Public drive, you also can take actions like in the Private drive.
By default, there are two initialized folders but you also can add more and take actions like in Private drives. Only users in a specific group can access its drive.
By default, there will be a list of all existing users, each user has a folder named with his username, that includes two sub folders (private and public). You can see both your private and public folders here but you only can see the public folder of other users.
In this drive you can:
Perform all actions that you can do in your private drive.
View nodes from public folder of others
In this drive you cannot:
Add a folder/document in a root node
Add a folder/document in a folder named by other users and in child nodes of this folder.
Add folders/documents in a folder named by your username (e.g, you cannot add a folder/document in the folder "root"), but you can do in its child nodes "public" and "private".
Rename a default folder
Lock folders named by a user
Delete a default folder
The side bar is used to show nodes like a tree or show the related documents, tags, clipboard and saved searches.
You can show/hide the side bar in two ways:
There have many drives in the Content Explorer. Each drive has some views that enable you to look at data in the drive in a particular way. Each view has some tabs and each tab contains some functions (or called actions).
eXo Content supports you four ways to view nodes in a specific folder and show actions of corresponding tab on the Actions bar.
View Types
The number of View types depends on what drive you are browsing.You can manage the view types in the WCM Administration. See Section 5.3.2.3, “Manage Views” for details
In this view, each item in the list includes following information: Name, Date Created, Date Modified, Owner, Versionable and Auditing. These information will help you manage nodes easily.
You also can sort nodes basing on node information by clicking the label of corresponding column. The
indicates that nodes are ordered in ascending order and on the contrary, the
icon means nodes are in descending order.
In this view type, nodes in a specific folder will be viewed as icons. The name of each node will be shown under its icon.
With Thumbnails view, nodes in a specific folder are viewed as icons bounded by frames. Name of each node is shown under its icon.
If nodes are image files, their thumbnails will be shown like the screenshot below:
Especially, in this view, you can overload thumbnail image for node. For example, if you want to add thumbnail image for Digital Assetsfolder, do as follows:
Procedure 4.12.
Select a folder (on the left or right panel) that you want to add a thumbnail image.
Click
to open the Add thumbnail image form:
Select an image used as a displaying icon for the selected folder by clicking the Browse...button.
Complete adding a thumbnail image by clicking Save. This node will be stored in a exo:thumbnails folder.
Back to the parent folder (folder Pictures in this example) that contains the selected folder to see a icon used to display:
You can understand this view as a dynamical view because it brings the side-scrolling view to nodes in a folder. In this view, when a node is selected, its name is set with bold effect to more outstanding than others.
If nodes are pictures, they are shown like:
If nodes are documents or folders, they are displayed like the illustration below :
To move from one node to another one, you can do any of these ways:
Use the mousewheel.
Hold and move the yellow circle button to the left or the right.
Click the folder/document name that you want to select.
In this view type, pictures in folders are viewed in slide show.
To view pictures in slide show, click the
icon:
If nodes are pictures, they are displayed like the following illustration:
The Slide show view automatically show all picture nodes, users can control this slide show by clicking the below buttons:
Table 4.4.
| Button | Function |
|---|---|
 | Go to the first picture node. |
 | View the previous picture node. |
 | Pause the slide show. |
 | View the next picture node. |
 | View the last picture node. |
 | Continue viewing pictures node. |
This view enables users to view all nodes created and uploaded by time. Just click the
icon.
All the nodes that were created and uploaded will be displayed like below:
You can click directly on the node name to view its content in details.
You can also click the
to mark your item as favorite or the
icon corresponding to nodes in order to remove it from favorites.
Actions are added in tabs in Content Explorer by administrators. Depending on each tab and each drive you are browsing and your role, you can see which action.
eXo Content consists of many actions. This section shows you how to take all the actions in Content Explorer.
This function enables you to add a category for a node.
Do as follows to add a category:
There are several types of document in eXo Content, including File, Article, Podcast, Sample node, File Plan, Kofax.
The table below outlines which nodes types different document types can be added to. The rows indicate what the node in the left column can be added to. The columns indicate what the node at the top can contain.
Table 4.5.
| File | Article | Podcast | Sample node | File Plan | Kofax document | Content folder | Document folder | |
|---|---|---|---|---|---|---|---|---|
| File |
|
|
|
|
|
|
|
|
| Article |
|
|
|
| ||||
| Podcast |
|
|
|
|
|
|
|
|
| Sample node |
|
|
|
| ||||
| File Plan |
|
|
|
|
|
| ||
| Kofax |
|
|
|
|
|
|
| |
| Uploaded file |
|
|
|
|
|
|
|
|
| Content folder |
|
|
|
|
|
| ||
| Document folder |
|
|
|
|
|
|
Note
-
: The corresponding document can be added into.
A blank entry means the corresponding document can not be added into.
Follow the horizontal, you will know what the node can be added into.
Follow the vertical, you will know what the node can include.
To add a new document, do the following steps:
Procedure 4.14. Add a new document:
Select a folder from the left pane that you want to add a new document to.
Click
on the Actions bar.
Select the document type (template) that you want to create from the drop-down list (Article is selected by default).
Each document (except Article) must be added to catagories when created.
Procedure 4.15. Attach files to a document
Select a document that you want to attach files to and click
on the Actions bar.
The Upload file form will appear.
Enter a name into the Name field, otherwise, the Name field is automatically added with the name of the file.
Click Browse to select the attachment file. You can click
to add multiple files.
Click Save to attach the files or Cancel to to quit.
Procedure 4.16. Create a new File document
Follow the steps in Add a new document:, to open the Add New Document form, then select File from the drop-down list for the field Select Template.
The Add New Document form will be displayed.
Input a name for the file document in the Name field. Some special characters cannot be used in the Name field: @ # % & * ( ) “ ' : ; [ ] {} / !
Click the
to see the Mime Type list and select one. There are two types of File document for you to choose:
text/html: when creating a text/html File document, you can input value in the Content field like source code (HyperText Markup Language HTML). After being created, it will generate the content you want, then you can see both the inputted source code and the generated content in that document.
text/plain: after being created, it will display exactly what you inputted in the Content field.html.
Input a value in the Content field:
text/html: If you want to create a File document with a source code and generated content, click
in the editor bar. In this mode, only Save, New Page, Preview icons in editor bar are visible for using. Click the
to preview the generated content.
text/plain: If you select text/plain type, the content field will be displayed like the following illustration:
Fulfill all the fields Title ( the title of the File document), Description (some discription about the document), Creator ( the author of the document) and Source ( the sources of the document).
Click the plus icon to open more fields.
After inputting all required fields, click Save as Draft to accept creating a new file document or Cancel to quit without saving changes.
After being created successfully, a file document with type text/html will be displayed like the illustration below:
Procedure 4.17. Create a new Article
Follow the steps in Add a new document: to open the Add New Document form then select Article from the drop-down list for the field Select Template. (Actually, Article is selected by default).
The Add New Document form will be displayed.
Input the name and the title of the Article in the Name and Title field, some special characters can not be used in the Name field (@ # % & * ( ) “ ' : ; [ ] {} / !).
Input value for the Summary field, and the Content field.
Click Save as Draft to accept the inputted values, or Cancel to quit.
After being created, the new added Article document will be like the illustration below:
The Links is used to list all its related documents. After adding relations for a document, Article will be displayed. You can click these links to view the content of the related documents.
The Attachments is used to list all its uploaded files/documents that is attached with the Article. You can remove the attachments by clicking the
.
Instructions to add an attachment are in Attach files to a document.
Exisiting Names
Document name can be the same as the existing one. When a new document is created with the same name as other existing document, its name will be added an index (e.g: test [2])
Procedure 4.18. Create a New Podcast
Follow the steps in Add a new document: to open the Add New Document form and select Podcast from the drop-down list for the field Select Template.
The Add New Podcast form will be displayed.
Table 4.6.
Field Details Name The name of a document. This field is required. Some special characters are not allowed to input in the Name field(@ # % & * ( ) “ ' : ; [ ] {} / !). Title The title of a document. Categories Categories of a document. Link The link to the source path of the uploaded media file. This field is required. Author The author of the uploaded media file. Explicit It is used to indicate whether or not your podcast contains an explicit material.
There are two options:
Yes: an "explicit" parental advisory graphic will appear next to your podcast artwork
No: you see no indicator – bank is default advisory type
Category The category of the uploaded media file, example: music, film, short clip, etc. Keyword Keyword allows you to search your podcast files more quickly. You can use commas to separate between keywords. Publish date The date when an episode was released. Description Information about the uploaded media file. Mime type The type of the uploaded media file. Length The length of the uploaded media file. Input values for fields. To upload a media file, click the Browse... button and select the media file from your machine.
Click Save as Draft to finish, or Cancel to quit without saving changes.
Exisiting Names
Document name can be the same as the existing one. When a new document is created with the same name as other existing document, its name will be added an index (e.g: test [2])
Once created, a Podcast will appear as so:
Podcasts can be listened to immediately, or transferred to another device.
Procedure 4.19. Create a new Sample node
Follow the instructions in Add a new document: to open the Add New Document window and select Sample node from the drop-down list for the field Select Template.
The Add New Sample Node form will appear.
Complete the appropriate fields.
To upload an image, click the Browse... button and select an image from your computer.
Click Save as Draft to accept or Cancel to quit without saving changes.
After being created, a new sample node will be displayed like the illustration below:
The Relations area is used to list all its related documents. See Section 4.6.4.15.3, “View Relations”.
You can click the links to view content of the related document.
The Attachments area is used to list all its uploaded files. See Attach files to a document.
Procedure 4.20. Create a new File Plan
Follow the instructions in Add a new document: to open the Add New Document window and select File plan from the drop-down lis for the field Select Template.
The Add File plan form will appear.
Fulfill in the appropriate fields of the tabs in the Add File plan form.
Click Save as Draft to accep creating a file plan, or Cancel to quit.
Tabs in the Add File plan form
- The Name tab
Table 4.7.
Field Details Name The name of the file plan. Categories The categories of your file plan. Select the categories for your file plan by clicking the button. File Plan note Note for presenting any other information for users. - The Record properties tab
Table 4.8.
Field Details Record category identifier The alphanumeric or numeric identifier indicating a unique record category. This must be a unique ID and if left blank will be created automatically by the system. Disposition authority A reference number to the regulations that govern the disposition. Permanent record indicator A type of record indicators which should never be deleted. Disposition instructions A readable guidelines on how the records associated with the file plan will be handled. Contains records folder The confirmation is about whether the records folder is contained or not. Default media type The choice for preset media types which are made available to simplify the data entry for the record. The frequently-chosen value is "electronic" or paper. Default marking list Handling and classification information that are printed at the bottom of the record, such as UNCLASSIFIED or NOCONTRACT. Default originating organization This option is to enter the original arrangement as default which is made available to simplify the data entry for the record and to assume that originating organizations are the same for the information in the file plan. Vital record indicator This flag is to allow whether tracking or reminding you of the record as essential or not. Vital record review period The choice for the interval of time between vital record reviews. - The Process Properties tab:
Table 4.9.
Field Details Process cutoffs The boolean datatype is used to break a process. If the process cutoff flag is set in the file plan, the record is cutoff after the expiration, or after it has been obsolete or superseded, depending on the information in the file plan. Event trigger The text datatype is an automatic executing code which is used to tell the event to perform some actions. Cutoff period The duration for the record cutoff performance. Cutoff on obsolete The record is cutoff when it is obsolete. Cutoff on superseded The record is cutoff when it is removed or replaced. Process hold This boolean datatype is used when a record process may be held before the further disposition is handled. Hold period The duration when a record may be held after cutoff which is normally measured in Years. Discretionary Hold The boolean datatype is used when a hold may be discretionary, such as after a command change. So, the discretionary hold flag allows the records management module to track these manual checks. Process transfer The boolean datatype is used to determine how a record process will be transferred. Default transfer location The text datatype is used to determine where a record is transferred by default. Transfer block size The float datatype is used to determine in what size blocks for organizational purposes that is normally measured in Years. Process accession The boolean datatype is flagged when a record which is held permanently must be ultimately transferred to the national records authority. Accession location The text datatype is flagged to specify an area for the accession transfer. Accession block size The text datatype is flagged to determine the blocks size for organizational purposes which is normally measured in Years. Process destruction The boolean datatype is flagged if there is any record to be destroyed. After that, the record is marked in the Alfresco system to be permanently destroyed so that all information, metadata and physical traces are removed and cannot be recovered.
After being created, the new File Plan will be displayed:
Procedure 4.21. Create a new Kofax
Follow the instructions in Add a new document: to open the Add New Kofax form and select Add New Kofax from the drop-down list for the field Select Template.
The Add New Kofax form will appear:
Input a name for a Kofax document in the Name field. This field is required. Some special characters can not be used in the Name field(@ # % & * ( ) “ ' : ; [ ] { } / !).
Select categories for a Kofax document by clicking the
icon.
Click Save as Draft to accept creating a document or Cancel to quit the form.
After being created, a kofax document will be displayed like this illustration:
The File View tab is used to display all added nodes in that kofax. Besides, all added files in kofax are also displayed in the Document View tab:
Procedure 4.22. Create new Event
Follow the instructions in Add a new document: to open the Add New Event form and select Event from the drop-down list for the field Select Template.
The Add New Event window will appear:
Enter a title for the event.
Input the location where the event will take place in Location field. Check the Google Maps checkbox if you want the location of the event shown on Google Maps.
Enter the Start and End Date/time of the event.
Fill the Summary and Content fields.
Click Save to commit the event, or Cancel to quit without saving changes.
After being created, the event wll be displayed like the illustration bellow:
The event will be displayed in a website as:
You can create a document immediately in a specific drive; however, adding a document into a specific folder enables you to manage documents better.
There are two types of folder:
Content folder.
Document folder.
In default skin, the icon for a content folder node is displayed in blue and the icon for a document folder node is displayed in yellow.
File and folder types in a folder
- Content folder
You can add a Content Folder folder into a Content Folder one.
You can add a Document Folder folder into a Content Folder one.
You can add documents into a Content Folder.
You can upload files (images, MS word documents, OpenOffice documents, .pdf files, .txt files, .xml file, etc) into a Content Folder.
You can import sub node(s) that was exported into a Content Folder.
- Document folder
You can add a new Document Folder into a Document Folder.
You can add File, Podcast, File Plan documents into a Document Folder.
You can upload files (images, MS word documents, OpenOffice documents, .pdf files, .txt files, .xml file, etc ) into a Document Folder.
You cannot add a Content Folder into a Document Folder
You cannot import an exported a Content Folder into a Document Folder.
You cannot import an exported Article, Sample node, Kofax into a Document Folder.
Procedure 4.23. Create a folder
Select the path to create a folder.
Click
on the action bar. The Add a Folder form is displayed:
Click
to see the type list and select a folder type.
Input value for the Name field. This field is required. You can not input some special characters in the Name field (@ # % & * ( ) " ' : ; [ ] {} / !)
Click Save to accept creating a new folder.
Folder Creation
A folder name can be the same as the existing one. When a new folder is created with the same name with other existing folder, after you click Save, its name will be added an index (e.g: test[2]).
You can only create a content folder in another content folder.
You can create a document folder in a content folder or a document folder.
This function enables users to add multiple languages for a document. This action is similar to adding a language.
By default, the Add translation button is not displayed on the action bar.
Enable this function by navigating to Administration > Content Presentation >Manage Views. See Section 5.3.2.3, “Manage Views” to know how to add the Add translation button to the tabs on the action bar in Content Explorer.
Procedure 4.24.
Select a document you want to add the translation for. For example; select an Article which is in English:
Click
on the Action bar. The Symlink Manager will appear:
Click
, then browse to the target document that has different language with the first document. For example, the Article version in French.
After you have selected the document, click Save on the Symlink Manager form:
Select the document which you have added the translation to, then click the Relation button on the sidebar.
You will see the available language for the selected document. Click the language on this panel to view the document in the corresponding language version.
You also easily add a sym link for a document for the purpose of fast accessing the document that you are looking for:
To add a symlink do as follows:
Procedure 4.25.
Select a document that you want to add a sym link.
Click the
on the action bar. The Sym Link Manager pop-up will appear:
Click the
icon to open the Choose Target Node form.
Choose the workspace which contains the node that you want to add a symlink:
Click the
in the row of the node that you want to add, the path that the node will appear in the Path Node field and the name of the node is set by the name of the selected node. You can also edit this name.
Click Save to add symlink.
This function is used to comment on a document (Note: you cannot comment for a File Plan document).
Procedure 4.26.
Select a document that you want to add a comment to.
Click
on the action bar.The Add Comment form appears:
Add your comment in the Comment field.
Click Save.
Comments are shown at the bottom of the document:
To view your comment click the Show Comments link:
You can edit your comment by clicking the
icon or delete it by clicking
.
There are two ways to edit a document.
Procedure 4.27. Method One
Select a document you want to edit in the left panel.
Click
on the Action bar.
Or:
Procedure 4.28. Method Two
Select a folder that contains the document you want to edit.
Right-click the document you want to edit and select Edit from the menu.
The Edit Document form will appear. All information of the selected document will be displayed in this form and ready for you to change except the Name field.
Click Save to commit the changes.
Nodes can be exported into either .xml or .zip file types.
Procedure 4.29.
Select a node that you want to export.
Click
on the Action bar to show the Export Node form:
Table 4.11.
Fields Details Path to Export The path of the node being exported. This field will be prepopulated. Format The format of the original node. Document View Each node is a tag and properties of that node are considered to be elements of that tag. System View Each node and each property of that node is included in a different tag. Zip If this field is checked, the node will be exported as a .zip file. Click Export and choose a location to save the exported file.
Exporting Versioned nodes
The Export Node form will offer an Export version history button if the node being exported, or any of its child nodes, is versioned.
This action exports all of the node's version history.
Nodes that are in the .xml file format can be imported in to the JCR Explorer system.
Procedure 4.30.
Select the location that you want to import the new node to.
Click
on the action bar
. The Import Node form appears.
Click Browse next to the Upload File field and navigate to the file you want to import.
Select the UUID from the drop down menu:
- Create new
A new UUID will be created for the new node.
- Remove existing
The new node will be created in the selected path with the UUID it was exported with.
- Replace existing
The imported node will replace the existing node and UUID.
- Throw Exception
This option will display an alert informing you if you can not import the file.
Click Browse next to the Version history to select a version to import.
Select a format.
Click Import to import the chosen version of the selected file.
Procedure 4.31.
Select the node you want to add an action to.
Click
on the action bar.The Manage Actions form will appear.
Select the Add Actions tab to open the form to add an action to the folder.
Click
and select the type of action from the drop-down menu.
Table 4.12.
Field Details exo:action This action is not supported. exo:AddMetadataAction This action adds metadata exo:autoVersioning This action automatically adds a version. exo:createRSSFeedAction This action creates an RSS file. exo:enableVersioning This action enables versioning. exo:getMailAction This action fetches mail exo:sendMailAction This action sends mail. exo:taxonomy/Action This action creates categories exo:transformBinaryTo TextAction This action converts .pdf or .doc file types to plain text. Complete the required fields in the form for the selected action.
Table 4.13.
ID The Id of action. This field is created automatically and can not be modified. Name The name of this action. This name is internal to the JCR explorer. Lifecycle Select the lifecycle for this action. The action will be executed depending on the lifecycle: 'Add': The action will be executed to a new document, but not to a subfolder when the document or the subfolder is created in the folder in which an action has been added to. It's also applied to a new document in the subfolder of the folder.
'Modify': the action will be executed when a folder /node is modified.
'User action': The action is executed when right-clicking on the folder and then selecting the action.
'Remove': The action will be executed to a document, but not to a subfolder in the folder when the document or the subfolder is moved.
'Schedule': the action is done at specific time. There are 2 schedule lifecyle types: period and cron. (See more about Schedule lifecycle).
If you need the same action to be executed in several lifecycles, you have to create several actions.
Click Save to commit the action.
All actions of a node are listed in the Available Actions tab.
Once an action is added to a node it is automatically added to any child nodes of the selected node.
If an action added with the lifecycle 'user action', it will be applied for the current node. And an action added with other lifecyles, it will be applied for the child nodes.
Actions in menus
Not all actions are listed in a nodes right-click menu. Some will be performed immediately when that action is added.
This function logs property changes in nodes.
Procedure 4.35.
Select a node.
Click
on the action bar. The Activate Auditing message appears.
Click Activate to activate auditing on the selected node.
Click
again to view audit information for the selected node.
The Auditing Information list appears.
If the node has no audit information the form will appear like this:
You can add categories to document type nodes only:
Procedure 4.36. Add a category
Select the node that you want to add a category to.
Click
on the action bar.The Add category form appears.
Select the Select category tab to show the available categories.
Click
to add the corresponding category to the node.
Categories that have been added to a node are listed in the Referenced categories tab of the Add categories form.
All nodes belonging to a category can be viewed by doing the following:
Procedure 4.37. View a category
Go to the drive that contains the category you have added. There will be a list of categories available.
Select a category you want. The documents in that category will be listed.
Copy/paste nodes
When copying and pasting a node in a drive, a new node with the same content will be created with a different name.
When copying and pasting a node in the category tree, a reference to the original node will be created. This reference is a link rather than a copy. This feature preserves disk space.
Nodes can be hidden or revealed as desired.
This function is used to manage node publication.
Procedure 4.40. Manage Publications
Select a node (on the left or right panel) which you want to manage the publication.
Click
on the actions bar.
The Manage Publications form appears:
The Revision tab displays some basic information and the current state of the selected node.
Click
to view the content of the node or click
to restore a version (refer to Section 4.6.4.16, “Manage Versions” for information about versioning)
Select the History tab to view the publication history of the node..
Click Save to commit any changes made.
Important
See Section 4.3.3, “Publication Process” to understand more Manage Publication
You can use this function to create relationships between nodes
Procedure 4.41. Add a relation
Select the node you want to add a relations to.
Click the
on the action bar.The Add relation form appears.
Select the Select relation tab to see a list of other documents.
Click the
that corresponds to the document(s) that relate to the document selected in the Step 1.
Documents linked to the original via a relation will be listed in the Relation List tab.
Relation Rules
Relations can only be added to document and uploaded file node types
A node cannot have a relation to itself.
Procedure 4.42. Delete a relation
Select a node that has links to related documents.
Click
on the action bar.Select the Relation List to view the relations for the selected node.
Click
corresponding to the relation you want to remove.
Click OK on the confirmation message to delete the relation.
The related document will be removed from the list.
Procedure 4.44. Add version
Select a node to add a version to.
Click
on the action bar.The following message box will appear:
Click Activate to activate a version for the node.
Righ- click the selected node and select CheckIn from the right menu:
Click
again to open the Version Info window.
The node selected in step one has been added as the Base version.
Righ- click the node again and select Check out to obtain a version of this node.
Note
No actions (copy/cut/rename) can be taken on a node in Check In status. You must check it out before you can perform any actions on it.
If you want to add more versions for a node, right- click the selected node above and select Check In and then Check Out.
Procedure 4.45. Add a label
Select a versioned node.
Click
on the action bar.Click the
on the Version Info window to show the Add label field under the version list.
Enter a value into the Label field.
The label must be unique and can not use special characters such as @, #, $.
Click Save to submit the new label.
Procedure 4.46. Remove a label
Select a versioned node that has at least one label.
Click
on the action bar.Click the
on the Version Info window to show the Remove label field under the version list.
Select the label you want to remove from the drop down menu:
Click the Remove button to remove the selected label.
Procedure 4.47.
Select a versioned node.
Click
.
Click
to see the current versions of the selected node.
Folder Nodes
Version viewing is not supported on folder nodes.
If you click
while the selected node is a folder, a message to this effect will appear.
This function is used to support users to add multiple languages for a document. Each document can be displayed in many languages.
Procedure 4.50.
Select a document that you want to add language(s).
Click
on the Action bar.
The Multi-language form will appear.
The View language tab contains a list of all languages. The default language for the document will be automatically populated.
Select the Add language tab. This tab will be displayed differently, depending on what file you selected. However, the area where you can add languages for document is the same. The below illustration shows the Add language tab for a Sample node file:
Select a language you want to add from the Language drop-down list.
If the selected language has not been added for current document, the content field will be blank.
Select the Set default checkbox if you want to set your selected language as default language.
Click Save, you will be returned to the View languagetab. Your selected language is now added to the Language field:
You can view this document in the new added language by selecting the language from the language drop-down list then click the View button.
To view the languages list of a document, do the following:
Procedure 4.51. View the language list
Select a document that you want to view the language list, then click the Relation button on side panel:
The list of language (and all related documents) will be displayed on the left panel:
You can view the document in the new language by clicking the corresponding link in Languages List.
For more details about Relations, refer to Section 4.6.4.15.3, “View Relations”.
Language Notes
You cannot add multiple languages for a File Plan.
When a document is a sub-node of File Plan, you also cannot add language to it.
You can 'overload' a thumbnail image for a folder. Overloading allows a folder to be represented by a thumbnail image, rather than a folder icon.
To overload a thumbnail, do the following
Procedure 4.52. Overload thumbnails
Select the folder you wish to overload with a thumbnail image.
Click
on the Action Bar.
The Add thumbnail image form appears:
Click Browse... button to select the image to use as the display icon for the selected folder.
Click Save to commit the change. The node will be sotred in an exo:thuumbnails folder.
When a content is created, if you want to publish it but you do not have the right to publish the content, you must send an approval request for your content.
Do the following:
When a content is created by users, it maybe need approved to publish if there is a approval request. To approve a content, do the following:
Procedure 4.54. Approve a content
Select a content that needs approving.
Click the Approve Content button on the action bar and the content is ready to be published.
Note
The Approve Content button is only invisible for users who have the right to approve contents.
By default, the button is not displayed on the action bar.
Enable this function by navigating to Administration > Content Presentation >Manage Views. See Section 5.3.2.3, “Manage Views” to know how to add the Appove Content button to the tabs on the action bar in Content Explorer.
After the content is approved, it can be published by the people who have the permission to publish contents.
Do the following:
Procedure 4.55. Publish a content
Select a content that you want to publish.
Click the Publish Content button on the action bar. The content will be published as the schedule that you set up.
Note
The Publish Content button is only invisible for users who have the right to publish contents.
By default, the button is not displayed on the action bar.
Enable this function by navigating to Administration > Content Presentation >Manage Views. See Section 5.3.2.3, “Manage Views” to know how to add the Publish Content button to the tabs on the action bar in Content Explorer.
This function enables you to show or hide all the drives in Content Explorer.
To show drives, click
on the action bar.
To hide drives, click
on the action bar again.
This function allows you to view nodes in documents in a tree structure.
A tag is a (relevant) keyword or term associated with or assigned to a piece of information (a picture, a geographic map, a blog entry, a video clip etc.), thus describing the item and enabling keyword-based classification and search of information.
Procedure 4.56. Add a new tag for a document
Select a document that you want to add tags.
Click
on the Action bar. The Tag Manager will be displayed:
Table 4.14.
Fields Details Tag names The tag names that users want to add tags for documents. Tag Scopes To classify tags. There are four tag types: private, public, group, site. Currently, the two first types are activated(Private: a user who create tags can view and edit tags; public: all users can view and edit tags). Linked tags To list all tags of a document after you click the Add Tags button. Input a value for the Tag names field. A document can be added several tags at a time. To do that, input all tag names in the Tag names field and separate by “,”.
Select a value for the Tag Scopes field.
Click Add Tags to accept, or Close to quit. Only you can see this tag in this document.
Click the
to delete tags.
This function supports you to upload a file from your machine. All file types can be uploaded. The uploaded file's name must not include some special characters (! @ $ % & + [ ])
Procedure 4.58. To upload file into folder, do as follows:
Select the folder that you want to upload a file into from the left/right panel
Select the Actions tab to show some actions on the Action bar.
Click
on the Action bar to open the Upload a file form:
Browse and select a file on your computer by clicking the Browse... button. The selected filename will be displayed in the Select a file field.
If you want to upload multi files at the same time, click
to open more forms to upload more files:
The
enables users to delete the upload file form.
You can change the uploaded file by clicking the
icon and select Browse... again to select another one.
By default, the name of the uploaded file will be kept as original but if you want to change, you can type the new name in the Name field, this field is not required. The new name must not contain special characters: ! @ $ % & + [ ].
You can click the
icon next to the List Taxonomy field to add categories for this file:
Select categories by clicking the
icon. Click '+ ' to open child nodes of categories.
Note
You can add more categories for a file by clicking the
icon again to open the Add Categories form.
Click the
icon to delete a category in Upload a file form.
You also manage categories which were added to files by using the Manage Categories function. See Section 4.6.4.12, “Manage Categories”.
Complete uploading file by clicking Save.
After being saved, the main information of the uploaded file will be displayed:
Click the
icon to see more details of its external metadata information. The List external metadata tab will be enable and you can input value in this tab.
Click Save to accept changes or Cancel to quit without any changes.
Data can be added for the uploaded file. Check the checkbox, then click Add, or Cancel to quit without adding anything.
New metadata is displayed in External Metadatas list and you also can edit it by clicking
.
Click Close to quit the Uploaded information form.
After being uploaded, the tree is displayed in the left panel:
File Size Limits
The size of the uploaded file depends on the size limit of the uploaded file that you set up in the 'Edit' mode of Content Explorer. If your file size exceeds the limit, a pop-up message will appears to alert you.
This function allows you to view the metadata attached to File nodes, Podcast nodes, File Plan child nodes and uploaded file nodes (nt:file nodes)
Procedure 4.59.
Select an appropriate (nt:file) node.
Click
. The View Metadata form appears:
Click the Add/Edit button at the bottom of the View Metadata form to add metadata.
Complete the desired fields in the Add/Edit Properties form. Click
to add further metadata.
Click Save to commit the new metadata values.
To view detailed information about a node:
This function enables an administrator to manage the permissions for nodes.
With the Permissions Management form open you can perform the following actions:
Procedure 4.62. Add Permissions
To add permission for specific users
Click the
button next to the User Or Group field.
Click the
beside the users you want to grant permissions to.
To select users from a specific group
Enter a group name in the Group field at the top of the form (for example; /platform/users). All users in the nominated group will be displayed.
Or;
Click the
icon beside the Group field to open a form that lists groups and their sub-groups. Select a sub-group to add all users in that sub-group.
To search for a user
Select an information parameter (User Name, First Name, Last Name, Email) from the drop down menu in the other field at the top of the page and enter the information into the text box. Click
to search for users that match that information.
To add permissions based on memberships
Click the
icon next to the User Or Group field.
The Select membership form that appears allows you to select users by membership. Select a group on the left pane and then select membership types on the right.
To add all users/groups with read access
Click the
icon next to the User Or Group field.
Select the permission you want to grant the chosen users or groups by ticking the corresponding check boxes beside the rights you want to add.
Click Save to commit the changes. The new permissions will appear in the permissions table above.
This function allows users to review all the properties and values of a node. It can also be used to add values to a node.
Procedure 4.65.
Select the node that you want to review or add values to.
Click the
button to show the Properties Management form:
This form has two tabs:
- Properties
This tab displays all properties and values for the selected node.
Select this tab to review the properties for the selected node without making any changes.
- Add New Property
This tab contains fields to add new properties to the selected node.
Select this node if you want to make changes to the properties of the selected node.
To add new properties:
Select the namespace for the property.
Enter a name for the new property in the Name field.
Select a Type for the property from the drop-down menu for the field Type.
Enter a value for the property in the Value.
To add multiple new values, click
and repeat the above steps.
To remove a value, click
.
Click Save to commit the new values or Reset to clear any modified fields.
After you commit new properties, you will be returned to the Properties tab. The newly added values will be displayed.
In this form you can edit a property by clicking
or delete it by clicking
This function shows documents related to a selected node.
This function is used to vote for a document (Note: you cannot vote for a File Plan document).
Procedure 4.66.
Open the document you want to vote for.
Click
.
The Vote Document form will appear:
Rate the document by clicking on the appropriate star level for your vote:
After a vote has been added, the rating will appear at the bottom of the document:
By using this function, whenever a change is made on the document, there will be a notification message sent to your email address. To receive that email, you must configure in your mail server.
Procedure 4.67.
Select the document you want to watch.
The Watching Document form will appear. Click the Watch button to finish.
To stop watching a document, select the document and click
.
A message will appear for you to confirm the action.
A web content is a key resource to make a site. Other resources make a site more dynamic and animated by using layout, color, font, and more.This section focuses on how to manage a web content in a specific site.
Note
Only users who have the right to access Sites Management drive can do it.
This function is used to add a new web content into a specific site.
Do the following steps:
Procedure 4.68. Add new content
Go to Sites Management drive > select a site that you want to add a web content.
Select the web content folder on the left:
Note
In this step, you also can add a new web content into another folders (documents and media folder) of a site but you are recommended to select the web content folder because:
Manage web content of a site more easily.
You only may add a new web content in this folder so that you don't need to select a web content document in the list of document types. It makes adding a new web content more flexibly.
Open the Add New Document form by clicking
on the Action bar.
Select a template in the Select Template field to present web content:
The Select Template field has two options:
Picture on head layout web content:The site's content is presented in two spaces. One for inserting an image and one for editing the site's content. In which, the image is put at the head of a site.
Free layout web content:This template is a free layout.
Enter values in fields of the Add New Document form.
Click Save as Draft to save the content or Cancel to quit the Add New Document form.
Tabs in the Add New Document form
The Main ContentTab includes:
Table 4.15.
Field Options Name The name of a web content that you want to add new Title The title of a web content Main content The main content that you want to display when publishing this web content Save button To accept saving the inputted values Cancel button To exit the current form The Illustration Tab: enables you to upload an illustration that makes the site's content more attractive
Table 4.16.
Field Option Illustration Image The path to an image that you want to upload into a site. This image will be used like an illustration of that site Image Type The image format that you want to upload to the site. It can be: image/gif; image/png; image/jpg; image/jpeg Summary You can give short description about the web content because it will be displayed with the illustration image when the web content is listed. The main content will be shown when it is selected to be viewed To upload an image do as follows:
Procedure 4.69. Upload an image
Browse an image list on your local computer by clicking the Browse... button and then select a specific location.
Select an image in the list to upload.
The Advanced tab:
This tab includes two parts: CSS data and JS data:
Table 4.17.
Field Information CSS data Contains CSS definition to present data in a web content. You can optionally enter CSS data into this field to specify the style. JS data Contains JS content to make the web content more dynamic when after publishing. You can optionally enter JS content in this field.
This function is used to edit a web content in a specific drive of an existing site.
Do the following:
Procedure 4.70. Edit a web content
Go into the folder of a site which contains the web content that you want to edit.
Select to view a web content by double-clicking it on the left tree or on the right. The detailed information of web content will be viewed on the right panel.
Click
the action bar to show the edit form of the selected web content as
the Add New Documetn form.Change the current values in the fields of this edit form.
Complete editing the selected web content by clicking Save.
Auto-lock
When you click Edit Document, the web-content will be auto-locked for your editing. After finishing, the content is back to unlock status. You can manage Locks in the Administration portlet.
This function is used to remove a web content from the web content folder in a specific site's drive.
To delete a web-content, do the following:
This function helps you publish a web content that you have added to web content folder in Content Explorer.
See Section 4.3.3, “Publication Process” to know how to publish a web content.
After the content is published, all users who have the right to access that position can view the published web content as a page on the Navigation bar.
In this section, we will present the actions on folders and document in the right-click menu (Add to favorites, copy, cut, paste, add Symlink, lock/unlock, view document, rename, download and allow edition and copy URL to clipboard) and other actions (drag and drop folders or documents).
Depend on the actions on folders or documents, the right-click menu (drop-down menu) is different.
The actions in the right-click menu for documents:
The actions in the right-click menu for folders:
This function helps users easily add nodes (documents, folders or files) as favorite.
A symlink of your favorite nodes (folders, documents, files) will be created in the Favorite folder.
This function is used to make a copy of a node (including sub-nodes) to other places.
There are two ways to cut/copy/paste the node:
Procedure 4.73. Method One
Right-click the node > select Copy from the drop-down menu (or called "the right-click menu").
Select a destination node that you want to be the parent node of the cut/copied node.
Right-click the destination node > select Paste in the dorp-down menu. Note that the Paste function is enabled in the menu only after selecting the Copy action.
The copied folder (and its sub-folders) will be pasted to the new selected path.
Procedure 4.74. Method Two
Right-click the node and select the Copy from the drop-down menu.
Select the destination node that you want to be the parent node of the copied node.
Select the Clipboard icon on the sidebar:
Click the Clipboard window will appear:
Click the
in the clipboard window to paste the copied node into the selected destination node in step 3.
You can click the
to delete a specific waiting statement.
You can also click the Clear All link to delete all waiting statements in the list.
After the action has been taken, a confirmation message will appear with detailed information about the destination path.
Copy/Paste Information
You only can take the Copy action if you have a right on the source node.
You only can take the Paste action if you have a right on the destination node.
If the destination node has the same name with the copied node, after being pasted, the pasted node will be added an index with its name. For example, in this case, if “new folder” contains a node with name “Live”, then after the paste action, in “new folder” there are two nodes with name Live and Live[2].
You cannot copy a content folder into a document folder.
After taking the Copy action, you can take the Paste action on different nodes before taking another Copy action.
To edit a document, refer to this part Section 4.6.5.2, “Edit a web content”.
This function is used to move a node (include sub nodes) to other places. There are two ways to cut/paste documents:
Procedure 4.75. Method One
Right-click a node > Select Cut from the drop-down menu.
Select the destination node that you want to be the parent node of the cut node.
Right-click the destination node > select Paste in the drop-down menu. Note that the Paste function is enabled in the menu only after selecting the Cut action.
The cut node (and its sub-nodes) will be pasted to the new selected path.
Procedure 4.76. Method Two
Right-click a node > Select Cut from the drop-down menu.
Select the destination node that you want to be the parent node of the cut node.
Select the Clipboard icon:
Click the Clipboard window will appear:
Click the
in the clipboard window to paste the copied node into the selected destination node in step 3.
You can click the
to delete a specific waiting statement.
You can also click the Clear All link to delete all waiting statements in the list.
After the action has been taken, a confirmation message will appear with detailed information about the destination path.
Cut/Copy/Paste Information
You only can take the Cut action if you have a right on the source node.
You only can take the Paste action if you have a right on the destination node.
If the destination node has the same name with the cut/copied node, after being pasted, the pasted node will be added an index with its name. For example, in this case, if “new folder” contains a node with name “Live”, then after the paste action, in “new folder” there are two nodes with name Live and Live[2].
You cannot Cut a content folder into a document folder.
After taking the Cut action, you can take the Paste action on different nodes before taking another Cut action.
This function helps you remove folders/documents from theirs location easily. Do the same steps as Section 4.6.5.3, “Delete a web content”
Delete Rights
You can only take the Delete action if you have the right on a node.
If the deleted node also contains sub-nodes, these will be deleted also.
This function allows you to move folders/documents from a current location to another one by using the drag and drop feature.
Procedure 4.77.
Move the cursor on a folder/document or folders/documents on the right panel (hold the Ctrl or Shift key to select multiple folders/documents at once) until the cursor changes to
.
Press the left mouse button and then drag the selected folder(s)/document(s) to another folder on either the right or left panes.
Drop them into the selected folder (by releasing the left mouse button). All 'dragged' folders/documents will be relocated to the destination folder.
This function enables you to avoid changes to specific folders/documents, actioned by others, during a specific time.
Lock folders/documents
Just right-click a folder/document (on either the right or left window pane) and select Lock from the menu. The selected folder/document will be locked.
Locking Rights
Only users with appropriate rights can lock folders/documents.
After locking, other users can only view the folders/documents.
The lock will be kept current for a session only. if the locking user signs out, the node will be unlocked
Other users can create a copy of the locked node (by using the Copy/Paste functions outlined above), however the original node cannot be removed or altered.
If no action is taken on a locked node within 30 minutes, the lock will be automatically removed.
Unlock folders/documents
To unlock a folder/document, right-click a locked folder/document and select the Unlock item on the menu. The folder/document will then be unlocked and other users can take actions on it.
This function is used to change the name of a folder/documents.
For the purpose of fast accessing the node that you want to look for in other nodes, adding a sym link for a node is an effective way to meet this need.
WebDAV enables people to access files, folders and read and write documents over the web. Due to its benefits of easy, quick and flexible manipulations and time saving, WebDAV is used to view nodes.
Procedure 4.80.
Select the path of node you want to view webDAV or open that folder from the left/right panel.
Right-click the node and select the Download and Allow Edition item in the menu.
With each type of node, form to view in WebDAV will be different:
Folder: The sub-nodes list of the current folder will be displayed in WebDAV.
nt:file: The content of the document will be shown.
Article: This node type does not, by default, list any folders. However, if the Article includes actions, added language or other data, all folders will be listed and named; exo:actions, exo:language and so on.
Podcast: Veiwed in WebDAV, this node type will be attached a form that users have to complete to download this document.
Sample node: This node lists folder names as exo:images. Like Article, if the Sample node contains actions or added languages, folders will be named exo:actions, exo:language and so on.
File Plan: This node behaves the same way as Article and Sample node.
Kofax: This node behaves the same way as Article and Sample node
The View Document item is visible in the drop-menu when you right-click on a document. This function enables you to view the document on another browser with the link containing the document path.
Do the following to view a document.
The Copy URL to Clipboard enables you to copy the Webdav URL of a selected folder or a document and then you can view it by WebDAW view on a browser.
Do the following:
Procedure 4.82. Copy URL to Clipboard
Right-click a folder/document > Select Copy URL to Clipboard.
Paste the URL on another browser.
You can view the folders of the node you copied its URL or download documents to your computer. You also view other nodes by clicking ... above the current folder to go up the root node . See the below illustration:
Tags are easily managed by editing or deleting them with the Tag Manager.
Procedure 4.83. Edit a tag
Click the
icon at the upper-right corner of the tags panel.
The Edit tag form will appear:
Click the
that corresponds to the tag you want to edit.
Edit the tag as desired.
Click Save button to commit the change or Cancel to quit without changes.
Procedure 4.84. Delete a tag
Perform Step 1 from the procedure above.
Click the
A confirmation box will appear:
Click OK button to delete the tag or Cancel to quit.
Procedure 4.85. Use Created tags
Select the Tag cloud
you will see all existing tags. All existing tags are listed and classified by private or public tags.Depending on the popularity of tag, the displaying of each tag will be different from others by: font-size, font-weight, color, font-family, text-decoration. For example, when a tag is added for over 10 documents, it will be displayed in red color, size:20px, bold. This is also can be configured in the Administration portlet.
Each tag is also like a link used list all documents that it is added. Click a tag name, documents list will be displayed in the right panel.
WebDAV is an abbreviation of Web-based Distributed Authoring and Versioning.. It is used to publish to publish and manage file and directories on a remote server. It also groups users to perform these these functions on a website.
WebDAV provides the following features:
- Locking
This feature prevents two or more collaborators from overwriting shared files.
- Site Manipulation
WebDAV supports copy and move actions and the creation of collections (file system directories)
- Name space management
This function enables copying and moving web pages within a server's namespace.
You should use WebDAV to manage site content because of the following reasons:
Copy/paste web content on a desktop machine and have those changes reflected in a host-based website.
Easily, quickly and flexibly manipulate actions on a website without having to access it directly with web-browsers. FIles can be accessed from anywhere and are stored as in local directories.
Easily and quickly upload content to a website simply by copying it into the appropriate directory.
eXo Content supports WebDAV in two ways:
This way is used when you are on a Window System and your computer has to be connected to the Internet or Intranet.
Procedure 4.86. Method One:
Navigate to the My Network Places on your local computer. You will see all shared files and folders:
Click the Add a network place link on the left to open the Add Network Place Wizard:
Click Next to choose a network location:
Select Choose andother network location to create a shortcut.
Enter an address into the Internet or network address field. As an example, the address of the demonstration site Acme is http://localhost:8080/portal/rest/private/jcr/repository/collaboration/sites/content/live/acme
Click Next. After a few moments a folder named acme on localhost will appear in the My Network Places directory.
Each site being managed by WebDAV will appear as a folder in this location.
Take action on the content in this folder to administer the site content remotely.
Procedure 4.87. Method Two:
Navigate to http://localhost:8080/portal in your web browser.
Click Group > Content Explorer in the administration bar.
Click the Drives button > select Sites Management.
You will see all sites listed in the left sidebar:
Right-click the site you want to view with WebDAV and select the Download and Allow Edition item in the menu.
The selected site will be shown in WebDAV:
In this view you can you can access documents in the directories that are linked to the web server.
You see all default folders of a site when accessing it via WebDAV. Manipulating content through WebDAV is the same as working on it in local folders.
This means you can copy/paste files, list folders, rename and more in system directories.
This function allows you to copy web content (such as an .html file) from your local computer to a web content folder of a site.
Procedure 4.88.
Access a site via WebDAV (refer to Section 4.7.3, “How to Use WebDAV With eXo Content”), then go to a web content folder of the site.
Copy the web content on your local system into this folder.
The copied file will be converted to web content that is viewable by WebDAV automatically. The content is converted to a directory containing CSS, documents, js and media.
After new content is added it can be viewed as a folder in WebDAV or as page content using a web browser.
This function enables site administrators to delete web content files singularly or in batches.
There are three ways to search an existing node:
This function is used to search with properties of the document (Note: Not the document's name).
Procedure 4.90.
Enter a string that is found in the document you are searching for (Note: Do not use the document's name).
Click the
icon to perform the search.
Search results will be displayed in the right pane.
The search results will appear empty if no node contains the search string.
Click the
to view the content containing the search string.
Or click the
icon to go to the node that contains the search result.
To perform an advanced search:
Procedure 4.91.
Click the
Saved Search icon.
Then click the Advanced Search icon
to open the Advanced Search form.
The Advanced Search form will open:
The tabs in this form offer different search functions:
Use the Search by Name tab to search nodes by name:
This search allows you to search with more constraints to limit the returned results.
Extra search constraints are entered in the Advanced Search tab of the Advanced Search form.
The Current location field is not editable. It shows the path selected to search.
Procedure 4.93.
Enter search terms in the A word of phrase in content field.
Select the Operator.
Select AND operator to only return results that meet both the search terms and the entered constraints (see Step 3).
Select OR operator to return results that meet either the search terms or the entered constraints (see Step 3).
Click Show/hide constraints form to add more constraints.
A further constraint options window will appear:
Table 4.18.
Item Details 1 You can add more than one constraint thus there are two operators AND and OR for you to combine them. 2 These fields allow you to add a constraint to search by a property with specific values. 3 These fields allow you to add a constraint to search by a property with specific values. 4 These fields allow you to add a constraint to search by a property that contains one of the word in the specific string. 5 These fields allow you to add a constraint to search by a property that does not contain the specific string. 6 These fields allow you to add a constraint to search by a duration of date (created, modified). 7 This field allow you to add a constraint to search by the document type (File, Article, Podcast, Sample node, File Plan, Kofax). 8 This field allow you to add a constraint to search by categories. 
Add a document type. 
Add a category. Select the constraint operator(AND/OR).
Add the required constraints using one of the follow methods:
Procedure 4.94. Add a constraint for exact values
Check the box that corresponds to the constraint you want.
Enter the property you want to locate or click the Add property icon
.
A list of possible properties appears:
Select a property from the list and click Add. The selected property will populate Property field.
Define the property value to search for by entering a value into the Contain exactly field or click the Find exactly icon:
The Filter form will appear:
All pre-existing values for the property you selected will appear.
If the value you require is in the list, select it and click Select.
If the value you require is not in the list, enter it in the Filter: field and click
icon. The value will populate the Contain exactly field of the constraints form.
Procedure 4.95. Add a constraint including or excluding values
Check the box corresponding to the Contain or Not Contain constraint, as appropriate.
Enter the required property in the Property field or click the Add Property icon
(refer to Step B in Add a constraint for exact values for more information).
Enter the required values in the Contain or Not Contain fields.
Procedure 4.96. Add a constraint by date
Click the check box beside the field with the drop-down menu (below the Property entries).
Define the search condition from the drop down list (CREATED/MODIFIED).
Click in the From field.
A small calendar will appear;
Select the date you want to use as a contraint.
Repeat the above steps for the To field.
The selected dates will populate the From and To fields in the Add constraint form.
Procedure 4.97. Add a constraint by document type
Click the check box beside the Document Type field.
Enter the document type you want to search for or click the
icon for a list of document types:
Click the check box of the document type you want and click Save.
The selected document type will populate the Document Type field.
Click Add to add any/all activated constraints.
The constraints will be converted to an SQL query and displayed in the search form:
Remove unnecessary constraints with the
icon.
Click Search to launch the search. Results will be displayed in the Search Results tab.
Click Save and give this search configuration a name if you want to save it for use at another time.
You need a knowledge of the structure of query statements in order to configure a search using the parameters on the New Query tab
Procedure 4.99.
Enter a unique name for this query in the Name field.
Choose a query type from the drop down menu; SQL or xPath
Enter a query statement.
Click Search to perform the search and display the results in the Search Results tab.
Or click Save to save the search query to the Saved Query tab.
Or click Cancel to quit.
This tab lists all saved search queries (that you have access rights to use).
Click
to perfom the search and see the results in the Search Results tab.
Click
to edit the query statement. The query form will appear as it does when creating a query (see Section 4.8.2.3, “Search by creating a new query”) however you cannot edit the name of the saved search.
Click
to delete a query (provided you have access rights over that query).
To perform a quick search:
Procedure 4.100.
Click the
icon to see the list of existing queries.
A query list will appear. It contains the sections; All Articles, Created Documents, CreatedDocumentDayBefore and allArticles.
Launch, modify or delete the queries as required (see Section 4.8.2.3, “Search by creating a new query” for more information).
Filter results with the entries in the All Items and/or By Type panes on the left of the tab. Items matching the selections will appear in the right pane.
Click the required document or folder name to view and or download them.
This function is used to set up your browsing preferences.
Procedure 4.101.
Click on
on the right side of the Content Explorer portlet.
The Preference Setting window will appear:
Table 4.19.
Setting Details Sort by This condition is used to sort nodes in nodes list. Show sidebar This option is to display a sidebar. Enable drag and drop This option is to allows taking the “drag and drop” action or not. Nodes per page This number of nodes that will be displayed per page. Show non document nodes This option is to display nodes that are non–documents. Show referenced documents This option is to display referenced documents. Show hidden nodes The option is to display hidden nodes. Query Type This query type. Enable DMS structure. This option is to display nodes in a document in tree structure. Configure the preferences as required and click Save to set them.
Or click Back to quit without submitting changes.
eXo Content provides a newsletter service aiming at helping users quickly get the updated newsletters from a website.
Users instantly get newsletters from your email in order to update the newest information about categories and subscriptions that users frequently care about.
Do the following to subscribe to newsletters from eXo Service:
Go to Newsletters on the navigation bar. The Newsletters page will appear:
Enter your email address in the Your Email field.
Select the check box corresponding to the subscription that you want to get newsletters.
Click Subscribe. A message informing that you have just subscribed to the selected newsletter will appear.
Click OK in the confirmation message. You can reselect the subscription that you want or do not want to receive newsletters by re-selecting the check box in the Check to subscribe column.
Click Change your subscriptions to update your changes.
Click Forget this email if you want to unsubscribe from newsletters.
eXo Content facilitates administrators to easily and quickly manage and control newsletters. Go to Group > Newsletters on the administration bar to access Newsletters.
This section details category management.
Procedure 4.102. Add a new category
Click New Category on the action bar of the Newsletters page. The Category form will appear.
Table 4.20. Category Form Field Details
Field Description Name The name of a category. This field is required. Title The title of a category. This field is required. Description A brief description of the category. Moderator Allows an administrator to select which memberships what group can manage this category. Save Accepts the addition of a new category. Cancel Quits the category form without adding a category. Input values for fields
Select a moderator for a category by clicking
next to the Moderator field to select a user. The User selector form will appear.
Click
to select a user in the list.
Click
to select users in a specific group. The Group selector will appear.
Select a group from the left panel and a membership type in the right panel. The membership and group selected will be displayed in the Moderator field. After adding new categories, they will be added in the list of categories.
Click the category that you want to manage, for example, the Fashion category.
Here you can create new subscriptions or newsletters for this category.
Click the Administration button to open the menu that lists all actions that an administrator can take on this category.
Select a category that you want to edit > Click Administration > Edit Category to bring up the Category form.
Table 4.21. Category Form Field Details
Field Description Name The name of this category. This field cannot be changed. Title The title of the category. This field can be changed. Description A brief description of the category. This field can be changed. Moderator Allows an administrator to select which memberships in what group can manage this category by selecting membership and group. This field cannot be changed. Save Accepts the changes made to the category. Cancel Quits the category form without saving changes. Change the values in the Title and Description fields as required.
Click Save to save all changes, or Cancel to quit without saving any change.
Administrators can manage users accounts and activity with edit, ban, remove ban or delete actions.
Procedure 4.104.
Click Administration > Manage Users in the menu. The Manage Users form will appear:
Table 4.22.
Field Details Email The email address of user who has subscribed this subscription. Banned This field has two values:
- False
The user is allowed to get email.
- True
The user isn't allowed to get email.
To edit this user. 
To ban this user from receiving email. 
To remove a ban on a user.
To delete the user. Click Close to close the form.
An administrator can add more subscriptions to any category. There are two ways to do this:
Procedure 4.105. Method One
Click New Subscriptions on the Action bar.
The Subscription form will appear:
Table 4.23.
Field Details Category The category that contains this subscription. Name The name of the subscription. This field is required. Title The title of the subscription. This field is required. Description The brief description about the subscription. This field is not required. Redactor Allows an administrator to select which memberships in what group can manage this subscription by selecting membership and group. This field cannot be changed. Click
and select the category from the drop-down menu.
Enter the rest of their values in the form.
Click Save to create the new subscription or Cancel to quit without creating a new subscription.
Procedure 4.106. Method Two
Click directly on the category that you want to create a new subscription to:
Click New Subscriptions on the Action bar.
The Subscription form will appear:
Administrators can create newsletters for each subscriptions.
These Newsletters can be opened, edited, deleted or converted to a template for reuse.
Table 4.24.
| Element | Details |
|---|---|
| Shoes | The name of the subscription. |
| Fashion Shoes | The brief description about the subscription. |
| Letter | The list of all letters of this subscription. |
| Date | The date and time when creating this letter. |
| Status | There are three types of status: draft, awaiting and sent. |
| Moderation | This button allows you to take actions on a newsletter that you select. |
Administrators can easily view the content of a newsletter.
Procedure 4.107.
Choose a category by left-clicking it or checking the box and then selecting Administration > Open.
Select the newsletter that you want to open by left-clicking it, or selecting the checkbox.
Click the
button, then select Open in the menu:
The View Newsletter's Content form will appear:
Click Close to exit.
Do the following to edit a newsletter.
Procedure 4.108. Edit a newsletter
In a specific subscription, select the newsletter you want to edit by selecting the checkbox.
Click
, then select Edit in the menu.
The Newsletter entry form will appear:
Change the values in the fields that you want to edit: Template, Send date, Category, Subscription.
Click the Update a Newsletter's info button.
Change the values in the fields Title and Main content.
Click Save to save as draft, or click Send.
Administrator can delete obsolete newsletters.
Procedure 4.109. Delete a newsletter
In a specific subscription, select the newsletter that you want to delete by selecting the checkbox.
Click
, then click Delete in the menu.
The confirmation message will be displayed:
Click OK to accept deleting this newsletter, or Cancel to quit without deleting.
The administrator can reuse the template of the frequently used newsletter template.
Each subscription consists of many newsletters. WCM helps you easily create newsletters by following these steps.
Procedure 4.111. Creating Newsletters
Go to Group > Newsletters on the administration bar. The eXo Newsletter appears.
Click
on the action bar. The Newsletter entry formwill appear:
Details:
Table 4.25.
Field Details Template The template that you select for your newsletter form. Send date The date and time when you want to send this newsletter. Category The category contains this newsletter. Subscription The subscription contains this newsletter. Update sending parameters This button allows you to update information about this newsletter. Click
to select the template for the newsletter.
Click the Send Date field. The calendar will appear to allow you to choose the date and time when you want to send the newsletter.
Click
in the category field to select the category and the subscription in list.
Click the Update sending parameters button to update information about this newsletter. A message pops up and informs you that you have updated information successfully.
Input a title of a newsletter into the Title field.
Create a content for a newsletter by inputting information into the Main content textbox.
Click Save to save this newsletter as draft, or click Send to send this newsletter.
Select Contact Us on the navigation bar, or go to Site > Acme > Contact Us.
The Contact Us page will appear:
Table 4.26.
Field Details Select a recipient The recipient who will receive a message Your name The name of a person who leaves a message Your address The address of a person who leaves a message Your Email Address The email address of a person who leaves a message Your Phone Number The phone number of a person who leaves a message Your message Write a message that you want to leave Select a recipient and enter values in this form.
Click Save to save a message.
Site Publisher provides users with the Fast Content Creator portlet that allows users to create document content quickly. The Fast Content Creator portlet is applied in the Contact Us portlet on the navigation bar:
Procedure 4.112.
Go to Contact Us on the Navigation bar or go to Site > Acme > Contact Us.
The Contact Us page will appear:
Table 4.27.
Field Details Select a recipient To choose people who will receive the message. Your Name To type the name of person who leaves a message. Your Address To type the address of person who leaves a message. Your Email Address To enter the email address of person who leaves a message. Your Phone Number To enter the phone number of person who leaves a message. Your Message To write a message that you want to leave. Select a recipient and cokplete the other values in the form.
Click Save to send a message.
Users can edit templates, take actions, and save locations for the documents in the Contact Us portlet.
Procedure 4.113.
Go to Contact Us on the Navigation bar or go to Site > Acme > Contact Us.
Click Site Editor > Edit Page on the administration bar. The Page Editor will be displayed.
Click the edit icon to open the Edit Mode tab in the Contact Us portlet.
The Edit Mode tab appears:
Table 4.28.
Field Details Location to Save Select the location for saving documents or messages. Select Template Choose available templates for documents. There are corresponding fields to each template. Custom Save button Change the label for the save button. Custom Save message Show a custom message that informs you have just saved a document. Redirect Allow users to redirect the path in the Redirect path field. Redirect Path Show a path that a user will be directed to after he/she clicks OK in the confirmation message. Actions Add another actions to documents. Click the
to search for the location to save documents. The Select Location form appears:
Select the parent node on the left panel and click the
in the Action column to choose the child node on the right panel. After being selected, this location will be displayed on the Location to save field. Created documents will be saved in this location.
Select a template for documents by clicking .
Change the label for Save, and the message content after clicking Save.
Select the Redirect checkbox if users want to redirect to the path in the Redirect path field after clicking OK in the save message.
Click Save to save all changes of editing properties for documents that users will create in the Contact Us Portlet.
The Form Builder portlet enables users to create and to edit template of document types. Documents are stored in the so-called node; therefore, the term “node” and node types are often applied.
Procedure 4.114.
Go to Group > Form Builder on the administration bar. The Form Builder will appear:
Enter the node name into the Name field. (* Required)
Enter a brief description about the node.
Click the Form Builder tab that allows you to set properties for a node. Available components are displayed on the left pane.
Click the desired components on the left pane. The selected components will be displayed on the right pane.
Click the
corresponding to the component to move this component up or the
to move the component down.
Click the
that corresponds to the component to edit properties of that component. The form to edit properties appears like the illustration below:
Table 4.29.
Field Details Field Label To enter the field label. Width Enter the field width. If the checkbox in 
is marked the 
will appear beside the text box, indicating that values in this box are required. Height Enter the field height. Default Value To display the default value Guidelines for User To display instructions about this component. To delete the component, click the
corresponding to the component.
Click
again to hide the form to edit the properties.After editing the properties of the components, the components look like the below illustration:
Click Save to accept creating a new node, or Reset to edit this node again before saving
A message will inform that you created a node successfully.
Category Navigation Portlet and Parameterized Content List Viewer portlet get rid of long URLs when you view a content and help users see published documents or webcontents in specific categories in one page. Thanks to the symbolic link, no matter where the object physically resides, the database can retrieve it. In addition, the relations amongst shortcuts can be managed. Now, you can view documents or web content in the Parameterized Content List Viewer in such an easy way.
Procedure 4.115. Access to Category Navigation Portlet
Go to News on the navigation bar:
The left panel lists all the categories containing documents or web contents.
The right panel displays the documents selected in the left pane.
Select a category that you want to view on the left, it will be shown on the right (only documents or web content published are shown).
Administrators can edit the Category Navigation portlet with the following process: categorynavigation.png
Procedure 4.116.
Go to Group > Administration > Manage Pages on the Administration bar. The Manage Pages will appear:
Click
that corresponds with the Category navigation portlet to open the page for edit this portlet.
Click
to open a form with the Edit Mode to edit the portlet.
Click
to select the repository for documents in the Repository field.Input the name of a category in the Title field.
Select the tree name for a category.
Select the template for displaying categories.
Click the
icon to select the target path. The Page selector form will appear: 
Click
to select the navigation on the left pane. The corresponding pages will be displayed on the left pane and the corresponding paths will be displayed on the right pane.Click the
icon to select the path. This path will be displayed in the Show in page field.Click Save to accept saving the configuration for the Category Navigation portlet.
Note
In eXo Content, we use the 'Website' term equally to the 'Portal' term. It means that creating a new portal is creating a new website. Thus, you can also edit, delete, view a website as a portal.
However, only Administrators can create a new site.
This function enables you to create a site (portal) to meet your own needs.
Do the following:
(*): required
Table 5.1. Details:
| Field | Information |
|---|---|
| Portal name | The name of the portal. This field is required and must be unique. Only alphabet, numbers and underscore characters are allowed. The Portal name must be at least 3 characters. |
| Locale | The interface language of the portal. This field is required. |
| Skin | The skin of the portal. |
Click Site on the administration bar. A list of existing portals will be listed.
Click the Add New Portal button to open the form to add a new portal. In the Portal Setting tab, you can set some properties for this site.
Keep session alive by clicking the Properties tab.
The Keep session alive option means keeping the working session for a long time to avoid the working time out. There are 3 options:
- never:
It never happens even if the application requests.
- on demand:
It starts to be used as soon as the application requests.
- always:
It is always enabled.
Click the Permission Setting tab to set access and edit permission for this portal.
The Permission Setting tab includes two subtabs: Access Permission Setting and Edit Permission Setting.
- Access Permission Setting tab
By default, the access permission list of the portal is empty:
Check the Make it public check box to assign the access permission to everyone, or click the Add Permission button to assign the access permission to a specific group which is selected from the Select Permissions form (By selecting a group on the left and a corresponding membership on the right):
After selecting groups, the access permission list is displayed:
In which, the icon
is to remove its corresponding group from
the Access Permission list.- Edit Permission Setting
By default, it is also empty and you have to assign the edit permission to a specific group.
You can assign the edit permission to a group with a specific membership by clicking the Select Permission button in the Edit Permission Setting tab to open the Permission Selector form. Select a group on the left panel and a corresponding membership on the right panel:
The (*) from the Select a Membership panel means that you assign the right for everyone in the selected group from left panel.
After selecting a group, the Current Permission will be displayed with detailed information:
The edit permission is assigned for only one group at one time. You can click the Delete Permission button to remove the current edit permission of the selected group or re–assign the edit permission to the another group by re-clicking the Select Permission button and select another group.
Click Save to accept creating a new portal.
After creating a new site, a list of the existing sites will be displayed on the screen. This new site will be added in the exiting sites in Site on the administration bar and concurrently in a drive that includes all its default files.
To see it in the drive, click Group > Content Explorer on the administrator bar.
For example, after creating a portal named 'eXo', there is a drive named 'eXo' in Content Explorer:
This function enables you to edit a site (portal). In addition to editing the configuration (setting, access/edit permission) of a site like a portal, you also may edit the layout components of that site.
To edit the current site that you are browsing, do the following:
Procedure 5.1. Edit the layout of the Website:
Show the form to edit the current site by clicking Site Editor on the administration bar, then select
.
The form to edit the current site will appear.
To edit the configuration and the layout of the current portal, use one of icons below:
Table 5.2.
Indicator Meaning 
Site's config: allows editing the site's configuration. 
Switch View Mode: allows turning on the view mode 
Finish: allows saving all changes and escaping the Edit page 
Abort: allows canceling all changes that have not been saved and quitting the Edit page
Edit layout:
You can edit a banner, a navigation bar, a breadcrumb bar, a homepage and a footer of a website. Also, you can add more portlets on the homepage or move a portlet from a location to another location
Procedure 5.2. Edit Banner
- Show the form to edit a banner by clicking the icon
of the banner portlet in the Edit Portal form like the illustration below. 
A form to edit the current banner will appear:
Select Edit Mode tab:
Content Selection: Select the path of the content that you want to show by clicking +.
Display Settings:
- Show Title: Specify whether the title of the content is displayed or not.
- Show Date: Specify whether the date of the content publication is displayed or not.
- Show Option Bar:Show or hide the Option bar used to show the print link.
Print Setting:
- Show in page: Choose a page for the print review.
- with: Parameters contains the content path.
Advanced: The content should enable “dynamic navigation” that interprets the URL and shows a content.
Note
Click
to see more explanation for each section.Select the Porlet Setting tab:
Details:
Table 5.3.
Display name The display name of the portlet. You cannot change it. Portlet Title The title of the portlet. You can change it. Width The with of the portlet. Height The height of the portlet. Show infor bar Tick the check box if you want to show the infor bar of the portlet. Show Portlet mode Tick the check box if you want to show the portlet mode. Show window state Tick the check box if you want to show the window state. Description Enter description about the portlet. Select Icon tab: Select an icon for the portlet by clicking it.
Select Decoration Theme tab: Select a decoration theme for the portlet.
Select Access Permission tab:
By default, all users can access the portlet:
However, you can edit the access permission by unticking the checkbox > click Add Permission:
The ListPermissionSelector form appears. Select a group on the left pane and a membership on the right pane.
Note
The * on the right pane means all members in the goup.
Click Save and Close to accept changing or Cancel to quit the form without changing.
Click
to quit the form to edit the current site.
Edit the current Site's configuration:
To edit the configuration fo the current site. Click to open the same form as the form to add a new portal. Do the same steps in the part Section 5.1.1, “Create a new site”.
Note
You cannot change the name of the site.
You can edit any existing sites in the list of sites. Here, you can edit the layout, configuration and navigation bar of the site. Click Site to open the list of existing sites.
Edit Layout
Do the following to edit the layout of an existing site.
Click Site > Edit Layout to open a form to edit the site layout .
Do the same steps as the part Edit layout:of the current site.
Edit Navigation
Do the following to edit the navigation of an existing site.
Click Site > Edit Navigation to open the Navigation Management form
Click Add Node to open the ADD/EDIT PAGE NODE form.
In the Page Node Setting tab, enter a name for the node. It is required.
Details:
Table 5.4.
Uri: The node's identification. The Uri is automatically created once a new node has been created. Label: The node's display name on the screen. This field may be changed and its length must be between 3 and 60 characters. Visible: This checkbox allows the page and its node to be shown or hidden at the navigation bar, the page navigation bar and the sitemap. See above for more details. Publication date & time: This option allows this node to be published for a period of time. Two fields, including 'Start Publication Date' and 'End Publication Date' only display when this option is checked. Start Publication Date: The start date and time to publish the node. End Publication Date: The end date and time to publish the node. Select the Page Selector tab:
Details:
Table 5.5.
Page Id: The identification string of the page. It is created automatically when the page is created. Name: The selected page's name. Title: The selected page's title. Clear Page: To remove the inputted page information in the fields Create Page: This is to create a new page with the inputted name and the title. Search and Select Page: This is to search and select an existing page. Enter a title for the page.
Click Create Page to create a new page or Search and Select Page to select an existing page for the node.
Select the Icon tab to choose an icon for the node. It is not required.
Click Save to accept creating a node for the navigation.
Note
You can edit/delete a node, edit a node's page, copy/cut a node and more by right-clicking the node in the form Navigation Management form.
Edit Properties
Portal properties such as language, skin and permissions can be edit by doing the following:
Click Site > Edit Portal's Config to open the same form as the form to create a site.
Do the same steps in the part Section 5.1.1, “Create a new site”.
This function is used to change the current web site by another one.
You can easily manage all the site resources in Content Explorer.
Chose 
in General drive. All of your created sites and their
resources will be listed in the left panel.
All sites contain typical folders that are site resources:
CSS is one of default files of a site. This folder contains CSS data that is used to present data in a site and increase that site's content accessibility.
CSS
Once a new CSS file in a site is created, it will affect on how the site will look. For example, the color of the current site's background is black but when you create a new CSS file with red background color, all site's background will be in red.
This folder contains all documents used in a site. When you want to add a new document for a site, you also can put them outside this folder but you are recommended to put all documents in this folder to manage all site's documents easily and conveniently.
This is one of default files of a site. This file contains Java Script data that is used to make a site more animated and more dynamic.
This folder contains all documents related to videos, images and sounds. It is divided into three sub folders:
- audio:
This folder contains sound data used in a site.
- images:
This folder contains images used in a site.
- videos:
This folder contains videos used in a site.
This page is used to manage all workspaces, drives, node types, metadata, templates, queries, etc. Only administrators can access the Administration page.
Click Group > Administration on the administration bar:
The Administration page will appear:
This page enables you to access:
Categories and Tags: includes Manage Categories and Manage Tags.
Content Presentation: includes Manage Template, Manage Metadata, Manage Views, Manage Drive.
Content Types: includes Namespace Registry, Manage Node Type.
Advanced Configuration: includes Manage Queries, Manage Scripts, Create an Action Type.
Manage Tags enables you to manage tag styles. The tag style will be changed depending on the number of documents in a tag.
Go to .
Tag manager tab enables you to edit the existing tags.
Do as follows:
Procedure 5.5. Editing existing tabs
Click the pen icon corresponding to the tag name which you want to edit in the Action column to edit the tag style configuration. The Edit tag style configuration form will appear:
Details:
- Style name
Give the tag name. You cannot edit it.
- Document Range
Give the number of document assigned to a tag. (*Required).
- Html style
Include font-size, font-weight, colour, font-family, text-decoration. (*Required).
Change values in the fields: , .
Click to save new changes, or to quit this form without changing.
Note
You cannot edit the style name.
The format of valid range must be: a..b with 'a', 'b' are positive integers. You can use * instead of 'b' to indicate it is unlimited. For example, 0..2 (means 0-2 documents assigned to a tag), 10..* (means at least 10 documents assigned to a tag).
The 'Html style' text box cannot be empty: you can change values of font-size, font–weight, color, font-family, text-decoration.
An administrator can delete a tag style by clicking the trash icon that corresponds to the tag style which he wants to delete. There will be a message which confirms the deletion:
Click to accept deletion, or to quit without deleting the tag style
Furthermore, an administrator can add a new tag style as follows:
The Tag permission manager tab helps a administrator set permissions regarding editing and deleting public tags.
Procedure 5.7. Set Permission To Tag Management
Click the icon to select memberships in order to add a permission for those memberships. The Select membership form will appear:
Select a group on the left and the corresponding membership on the right. The selected membership will appear in the Memberships field:
Click to accept adding a permission for the selected membership of the selected group. The selected membership that has just been added a permission will be listed in the Memberships column.
An administrator can also delete memberships that have been set permissions by clicking the Delete icon relevant to that membership. A confirmation message will appear:
Click to accept the deletion, or to quit the form without deleting.
A Taxonomy may be understood as a classification practice and science. It is used to sort documents, aiming at facilitating searches. The Taxonomy management includes adding, editing and deleting a taxonomy tree.
Go to Administration > Categories and Tags > Manage Categories.
Perform the step in Adding a Taxonomy Tree to add a taxonomy tree.
Procedure 5.8. Adding a Taxonomy Tree
Click the button to add a new taxonomy. The Add taxonomy tree form will appear.
Enter the taxonomy tree name in the Name field. (*Required).
Select the workspace you want to work with.
Select the home path by clicking the plus item. The form will appear:
Click the tick icon if you want to select the root path or click the arrow icon to go to the up level path. Click the plus sign to expand the folder.
Click the tick icon corresponding to the path that you want to select as a home path.
Click if you want to reset values that have just been selected or to select permissions for a taxonomy tree.
Click the
icon to select a user or the 
icon to select memerships or the
icon to select everyone in order to set
permissions. The user or memership that you have just selected will be
displayed in the User or Group field.Then, check at least one of these below options to set rights for the selected user to membership:
- Read Right
The option is to select the read right or not.
- Add Note Right
The option is to select the Add Node right or not.
- Set Property Right
The option is to select the Set Property Right or not.
- Remove Right
The option is to select the Remove right or not.
Click to save all values, or to change values that have just been set. After clicking , click to go to the next step.
Enter the name for an action of the taxonomy tree in the Name field. (*Required).
Select values for Lifecycle, NodeTypes, Target workspace, Target path, Affected Node Types. (*Required).
Click to save all values and, click to go to the next step.
Note
Do not input some special characters in the 'Name' field like: !,@,#,$,%,&,*,(,).
Do not add a taxonomy which has the same name and level with existing taxonomies in a node.
The taxonomy name must contain less than 30 characters.
Perform the following steps to edit a taxonomy tree.
Procedure 5.9. Edit a Taxonomy Tree
Click the edit icon
that corresponds to the taxonomy tree you
want to edit.
Click the icon
to add more taxonomy trees. The Edit taxonomy tree will appear:
Enter a taxonomy name in the Taxonomy name field. (*Required).
Click to save the taxonomy name.
Click to return to the previous steps.
Click to s ave all changes and the or if you want to edit more.
Note
You can delete a taxonomy by clicking the trash icon corresponding to the taxonomy that you want to delete. Click OK on the confirmation message to accept deleting this taxonomy, or click Cancel to discard this action.
You cannot delete taxonomies that have been referenced.
When creating a node in eXo Content, you must set its properties. Thus, each node needs to have a form to enter data for their properties (called the dialog template), and display the existing values (called the view template). The template management allows users to view, delete and modify the predefined templates or to add a new template.
Procedure 5.10. Add a New Template
Go to the Manage Templates form
Click → →
Open a new template form
Click the button in the Manage Templates form to open the Template form.
Select the template type
In the Name drop-down box, select the template type you require.
Label the template
Specify a name for the template in the Label field.
Specify whether the template is a document template
Click the check box if the template you are creating should be used as a template for a document.
Open Permissions dialog.
Click the icon next to the Permissions field to open the Select Permission dialog.
Assign memberships to the group
Select the group from the left panel and the membership from the right panel. Or you can set permission for everyone by clicking the + icon next to Any Permission.
Add dialog content
Select the Dialog tab and enter the value in the Dialog content field.
Add view content
Select the View tab and enter the value in the Dialog content field.
Add CSS content
Select the CSS tab and enter the value in the Dialog content field.
Save template
Click to create the template.
Procedure 5.11. Edit a Template
Go to the Manage Templates form
Click → →
Open the View and Edit Template form
Click the Pencil icon in the Action column corresponding to the template you want to edit.
Edit the Template tab
In the Template tab, you can edit the Label of the Template.
Add a dialog to the Dialog tab
To add a dialog, do the following:
Input content for this dialog in the ' Content ' field.
Input name for this dialog. (*Required).
Select permissions for a group that can use this dialog. (*Required).
Edit an existing dialog in the Dialog tab
To edit an existing dialog, do the following:
Click the Pencil icon in the dialog row you want to edit.
Edit the dialog properties.
Click to accept all changed in the Dialog tab.
Delete an existing dialog
To delete an existing dialog, do the following:
Click the Trash Can icon in the dialog row you want to edit.
Click OK to continue with deletion.
Note
You can not delete the default dialog. You must create a new one before you can delete the current default dialog.
Add a View to the view tab
To add a view, do the following:
Click the View tab and enter content into the content field.
Input name for this view. (*Required).
Select permissions for a group that can use this view. (*Required).
Edit an existing view in the View tab
To edit an existing view, do the following:
Click the Pencil icon in the view row you want to edit.
Edit the view properties.
Click to accept all changed in the View tab.
Notes about Editing Views
You can not change the view name.
If you click is Enable Version checkbox, this view automatically increments one version after you click . It is displayed at ' version' column in the View tab.
If the dialog has at least two versions, in the View tab, it displays the button. You can use to roll back to the previous View.
Delete an existing dialog in the Dialog tab
To delete an existing dialog, do the following:
Click the Trash Can icon in the dialog row you want to edit.
Click to continue with deletion.
Click to accept all changes.
Metadata in its simplest form is "data about data". Generally, it may be understood as information that describes, or supplements the central data. The metadata management allows managing nodes in the metadata format in the WCM system. The metadata may be considered as information used to describe the data. When data are provided to the end users, the metadata allow users to understand about information in more details. All metadata nodes can combine with other nodes to create a new node (add mix).
The function Manage
View is used to control view ways of a user. It has
3 tabs: View, ECM Templates and
BC Templates tabs.
To open the Manage View function, click → → . The Manage View form displays.
Views Tab
The procedures that describe how to Add, Edit, Delete, and Preview views.
Procedure 5.16. Add View
Open the Add View form
Click the button located at the bottom of the Manage View form.
The Add View form opens.
Define View Name
In the Name field, specify the name of the view you are creating. The name must be unique, and must only contain standard alphanumeric characters.
Assign memberships to the group
Select the group from the left panel and the membership from the right panel.
Select the Templates view
Click the Templates field and select the correct template for this view.
Save the View
Click to apply all settings and close the form.
Procedure 5.17. Edit a View
Click the Pencil icon in the view row you want to edit.
Edit the view properties.
Notes about Editing Views
You cannot change the view name.
If you click the Enable Version checkbox, this view automatically increments one version after you click . It is displayed at ' version' column in the View tab.
If the dialog has at least two versions, in the View tab, it displays the button. You can use to roll back to the previous View.
Click the button to open the Tab Form tab to add more tabs.
Click the button to add more tabs after the initial tab has been added.
Click the button to change values for fields.
Click the button to return to the View Form tab in the Edit View form.
Click to accept all changed in the View tab.
Procedure 5.19. Preview a View
Click the Magnifying Glass icon in the Action column of the view you want to preview.
The View form opens.
Click Close to exit the View Form.
Procedure 5.20. Add a new ECM Template
Select the ECM Templates tab.
Click the button to open the Add ECM Template form.
Input the content of the template in the Content field.
Input a name for the template in the Name field.
Select a type for the template in the Template Type field.
Click to accept adding a new template, or click to change values, or to quit without any changes.
Procedure 5.21. Editing a Template
Click the icon next to the template you want to edit.
Change the current template's properties.
Click to accept all changes, or to quit without any changes.
Note
You cannot edit the template name.
If you tick the 'Enable Version' checkbox, this template will automatically increase to 1 version after you have clicked Save. It is displayed at the 'Base version' column in 'ECM template' tab.
If the template has at least 2 versions, in the 'Edit ECM Template' form, it displays the Restore button that allows restoring the template version.
Procedure 5.23. Adding a New Template
Click to open the Add BC Template form.
Input the content for the template in the Content textbox. (*Required).
Input the name for the template in the Name field. (*Required).
Select the template type from the dropdown box in the Template Type form.
Note
The name must be unique.
The name must not contain special characters like !,@,#,$,%,&,*,(,).
Click to complete adding a new template.
Procedure 5.24. Edit a BC Template
Click the icon on a template that you want to edit.
Change the current template's properties.
Click to accept all changes, or to quit without any changes.
Note
You cannot edit the template name.
You cannot edit the template type.
If you tick the 'Enable Version' checkbox, this template will automatically increase by 1 version after you have clicked Save. It is displayed at the 'Base Version' column in ECM Template tab.
If the template has at least 2 versions, in the 'Edit ECM Template' form, it displays the Restore button that allows restoring the template version.
The function supports to manage drives in the File Explorer. It allows adding, editing and deleting drives.
Go to > > .
Click the button in the form to open the form.
Input a name for the new drive in the field. (*Required).
Select a workspace for the drive. There are 4 available workspaces: system, collaboration, backup, and dms-system.
Select the home path for the drive by clicking the
icon
Click the
icon to select the home path.Select an icon for the workspace by clicking the
Click
to select an icon file:
Select permissions for groups that have access rights to this drive by clicking the
icon.Select or unselect the various checkboxes to hide or show the corresponding drive elements:
- Show referenced document
Allows viewing preference documents.
- Show non-document
Allows viewing non-documents.
- Show sidebar
Allows showing the sidebar.
- Show hidden node
Allows showing the hidden nodes.
Select the document type that will be created in this drive:
- Folder
Only nt:folder folders can be created in this drive.
- Unstructured folder
Only nt:unstructured folders can be created in this drive.
Click
to select a node type. The Select node types form will appear:
Enter a node name to search for in the Node type name field and click the
to begin searching.All the node types matching the search string will appear in a list below.
Check the box correpsonding to the desired node type in the Select column, or click the
beside Choose all node
types to select all results.If you click the icon, the Allowance nodetype on left tree becomes a required field (indicated by an asterix '*')
Click the
if you want to remove the selected
nodetype.Select the Apply Views tab and select the view type you want to be available in the drive:
Click Save to commit the details and create the new drive, Refresh to clear the form or Cancel to abort the operation.
Drive Name
The drive name can not be edited in this form.
The namespace is used as a prefix for the node type that describes all the node type properties. This function enables users to register the namespace used in the system.
Go to to open the NamesPace Registry form.
Procedure 5.28. Registering a Namespace
Click the button on the Namespace Registry form to register a new namespace.
Enter the value for the Namespace Prefix field. (* Required).
Enter the value for the Uri field. This field must be unique. (*Required).
Important
The namespace must not contain special characters like !,@,#,$,%,&,*,(,).
This function is used to control all node types in WCM.
Click the icon that corresponds to the node to be reviewed. The View Node Type Information form will appear.
Click to exit this form.
Procedure 5.29. Add Node Type
Open the Add/Edit Node Type Definitions form by clicking the button on the Manage Node Type Form.
Select a name space for the node. It looks like a node prefix.
Enter a node name for the Node type name field. This field is required, and must be unique.
Important
The name must not contain special characters like !,@,#,$,%,&,*,(,).
Select a value for the "Is mixin type" field.
True: this node is mixin type.
False: this node is not mixin type.
Select a value for the "Orderable child nodes" field:
True: child nodes are ordered.
False: child nodes are not ordered.
Enter a value for the Primary item name field.
Super Types: Click the button to add more parent types.
Property definitions: lists all definition names of Property tab.
Child node definitions: lists all definition names of Child node tab.
Click to accept adding a new node type, or to save this node type as a draft, or to quit.
Procedure 5.30. Export Node Types
Open the Export Node Types form by clicking the button on the Manage Node Type Form.
Click if you do not want to export all node types. After clicking , this button becomes the button.
Select nodes that you want to export by ticking the checkboxes.
Click the button in this form.
Select the location in your computer to save the exported node.
Important
You must select at least 1 node type to be exported. If you do not want to export the node, click to quit this pop-up.
Procedure 5.31. Import Node Types
Open the Import Node Type from XML file form by clicking the button on the Manage Node Type Form.
Click the button to upload a file.
Important
You must upload an XML file. This file is in the node type's format.
Click the button.
Note
If you want to upload a different file, click the icon to delete the file which has just been uploaded, then upload other files.
Tick the checkboxes corresponding to the nodes that you want to import.
Click the Import button to complete importing a node type.
The function supports you to manage queries. It allows adding, editing and deleting queries.
Go to Administration > Advanced Configuration > Manage Queries.
Procedure 5.32. Add a new query
Show the Add Query form by clicking the button in the Manage Queries form.
Enter a query name for the Name field.
Select the query type.
Xpath: (XML Path Language) is a language for selecting nodes. For example,
/jcr:root/Documents/LiveSQL: (Structured Query Language) is a database computer language.
Enter the statement for query. The name of node type must be unique.
Check or uncheck the 'Enable cache results' option. If you tick this checkbox, for the fist time you use this query to search, the result will be cached. For the second time you search using this query, it will show the cached results. After 45minutes, the cache will be removed.
For example: you have the query
Testwith statement//element (*, nt:file). In the File Explorer, you have ant:filedocument namedFile1. When you execute the queryTest, only documentFile1will be shown. After that, create ant:filedocument namedFile2and execute queryTest, only documentFile2document will be listed. After 45 minutes, the cache will be removed. When you execute the queryTest, the documentsFile1andFile2will be listed.Select permissions for a group that can use this query by clicking
Click Save to finish adding a new query.
The function enables users to manage all script codes in the WCM and Browser Content system.
Go to Administration > Advanced Configuration > Manage Scripts.
Details:
WCM Scripts: scripts are used in WCM
BC Scripts: scripts are used in Content Browser.
The ECM Scripts tab:
Procedure 5.35. Add a new script in ECM
Select ECM Scripts tab in the Manage Script.
Click the Add button to open the Add/Edit script form:
Enter a value for the Script content field.
Enter a script name for the Script name field.
The script name must be unique.
The name must not contain special characters such as !,@,#,$,%,&,*,(,).
Click Save to accept adding the new script.
Procedure 5.36. Edit an ECM script
To edit an ECM script, do the following:
In the ECM Scripts tab, click the
icon that corresponds to the script that you
want to edit. The Add/Edit script
form will appear:
Edit the properties in this form.
Click Save to save all changes.
Procedure 5.37. Delete an ECM script
To delete an ECM script, do the following:
In the ECM Scripts tab, click
on the script that you want to delete. A
confirmation message will appear.Click OK to accept deleting this action, or Cancel to discard this action.
The BC Scripts tab:
Procedure 5.38. Add a BC script
To add a BC script, do the following:
In the Manage Scripts, select the BC Scripts tab.
Click Add to open the Add/Edit script form:
Input script content for the Script content field.
Input a script name into the Name field.
Click Save to finish adding the new script.
All locked nodes are listed and managed by administrators in the Administration page. There are two ways that help administrators unlock nodes: unlock nodes in the right-click the menu in Content Explorer or unlock nodes in the Administration page.
Procedure 5.41. Unlock Nodes
Go to Administration on the navigation bar.
Select Advanced Configuration > Manage Unlocks on the Manage the main ECM functions pane on the left. The locked nodes will be listed on the right panel.
In the Locked Node tab on the right panel, administrators can unlock nodes by clicking
that corresponds to nodes which need to be
unlocked. The unlocked nodes will disappear from the locked node
list.Administrators can manage and add the unlock permission for another group and users in the Manage Lock tab.
Select the group on the Select group panel and the corresponding membership on the Select membershippanel. The selected group will be lisetd in the Group and Users column. However, administrators can also click the
if they want to allow any users to unlock
nodes.
In case, administrators want to remove the unlock permission of groups, click the
that corresponds to the group in order to
remove them form the Unlock permission list except the group
*:/platform/administratorandroot.
This function allows managing of all action nodes in the eXo Content.
Procedure 5.42. Create an Action Type
Go to the Sites Administration on the navigation bar.
Select Advanced Configuration > Create an Action Type.
Click the Add button to open the Action Type Form form:
Select the action type.
Input a name for the action.
Check/uncheck the "is Action Move" option: the action will have exo:move property or not.
Select an execute for the Execute field.
The Variables field: allows creating multi-values for action. If you want to add more values for action, click
. Click to delete a value.Click Save to accept adding a new action type.
This user guide has provided a thorough explanation of features and terminologies within eXo Content. Now that you know how to create, manage and publish web content and administer a website based on eXo Content, you may have more questions or want to get involved in the eXo community. The following links can connect you with resources to learn more and contribute to the open source development process.