User Guide

Procedure 4.2. Edit Banner Portlet

Procedure 4.5. Add a new content

Procedure 4.6. Edit a content

1. Turn on the Edit Mode and over the mouse pointer over the content you want to edit.

2. Click the icon at the right corner of the content you want to edit. You will be redirected to the Content Explorer with the document form for you to edit.

   

3. Edit the content and click Save as Draft to save the content.

   

4. Click the icon to return to the site and in the Edit Mode, the content in the draft state will be visible.

   

Procedure 4.7. Manage Content

Procedure 4.8. Edit Content Detail Viewer

Procedure 4.9. Edit Content List Viewer

Procedure 4.15. 

1. Select a folder (on the left or right panel) that you want to add a thumbnail image.

2. Click the icon to open the Add thumbnail image form.

3. Select an image from your machine to use as a display icon for the selected folder.

4. Complete adding a thumbnail image by clicking Save. This node will be stored in a exo:thumbnails folder.

5. Back to the parent folder (folder Pictures in this example) that contains the selected folder to see a icon used to display.

Procedure 4.16. 

1. Choose a node to which you want to add a category.

2. Select the button on the action bar and the Add Category form appears:

   

3. Enter a name for the category in the Category Name field.

4. ClickSaveto create a new category or Cancel to quit from this form without adding a category.

Procedure 4.17. Add a new document

1. Select a folder from the left panel where you want to add a new document.

2. Click the button on the Actions bar.

   

3. Select the document type (template) that you want to create from the drop-down list ( Article is selected by default).

   Each document (exceptArticle) must be added to categories when being created.

Procedure 4.18. Attach files to a document

1. Select a document that you want to attach files to and click the button on the Actions bar.

   The Upload file form will appear.

   

2. Enter a name into the Name field, otherwise, the Name field is automatically added with the name of the file.

3. Click Browse to select the attachment file. You can click the icon to add multiple files.

4. Click Save to attach the files or Cancel to quit.

Procedure 4.19. Create a new File document

Procedure 4.20. Create a new Article

Procedure 4.21. Create a new Podcast

Procedure 4.22. Create a new Sample node

Procedure 4.23. Create a new File Plan

Procedure 4.24. Create a new Kofax

Procedure 4.25. Create new Event

Procedure 4.26. Create a folder

1. Select the path to create a folder.

2. Click the button on the action bar. The Add a Folder form is displayed:

   

3. Click the icon to see the type list and select a folder type.

4. Enter a name in the Name field. This field is required. You cannot use some special characters in this field (@ # % & * ( ) " ' : ; [ ] {} / !)

5. Click Save to create a new folder.

Procedure 4.27. 

1. Select a document you want to add the translation for. For example, select an Article which is inEnglish:

   

2. Click the button on the action bar. The Symlink Manager will appear:

   

3. Click the icon, then browse to the target document that has different language with the first document. For example, the Article version in French.

   

4. After you have selected the document, click Save on the Symlink Manager form:

   

5. 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.

   

Procedure 4.28. 

Procedure 4.29. 

1. Select a document that you want to add a comment to.

2. Click the button on the action bar.

   The Add Comment form appears:

   

3. Add your comment in the Comment field.

4. ClickSave.

Procedure 4.30. Method One

1. Select a document you want to edit in the left panel.

2. Click the button on the action bar.

Procedure 4.31. Method Two

1. Select a folder that contains the document you want to edit.

2. 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.

3. Click Save to commit the changes.

Procedure 4.32. 

Procedure 4.33. 

1. Select the location that you want to import the new node to.

2. Click the button on the action bar . The Import Node form appears.

   

3. Click Browse next to the Upload File field and navigate to the file you want to import.

4. 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 cannot import the file.

5. Click Browse next to the Version history to select a version to import.

6. Select a format.

7. Click Import to import the chosen version of the selected file.

Procedure 4.38. 

1. Select a node.

2. Click the button on the action bar. The Activate Auditing message appears.

   

3. Click Activate to activate auditing on the selected node.

4. Click the button 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:

   

Procedure 4.42. Hide a Node

Procedure 4.43. Manage Publications

Procedure 4.53. 

1. Select a document that you want to add language(s).

2. Click the button 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.

3. 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:

   

4. 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.

5. ClickSave, you will be returned to the View language tab. 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.

Procedure 4.54. View the language list

Procedure 4.55. Overload thumbnails

1. Select the folder you wish to overload with a thumbnail image.

2. Click the button on the action bar.

   The Add thumbnail image form appears:

   

3. Click Browse... button to select the image to use as the display icon for the selected folder.

4. Click Save to commit the change. The node will be stored in an exo:thumbnails folder.

   

Procedure 4.56. Request Approval

1. Select a content that you want to send an approval request to publish.

2. Click the Request Approval button on the action bar.

   The content is displayed at the bottom of the Content Explorer of the people who have the right to approve contents.

Procedure 4.57. Approve a content

Procedure 4.58. Publish a content

Procedure 4.59. Add a new tag for a document

Procedure 4.60. Remove tags from a document

1. Select a document with tags that you want to remove.

2. Click the button on the action bar to open the Tag Manager form.

3. Click the corresponding to the tags you want to delete.

4. Click OK on the confirmation message to delete the tags.

Procedure 4.61. Uploading a File into a Folder

Procedure 4.62. 

1. Select an appropriate (nt:file) node.

2. Click the button. The View Metadata form appears:

   

3. Click the Add/Edit button at the bottom of the View Metadata form to add metadata.

4. Complete the desired fields in the Add/Edit Properties form. Click the icon to add further metadata.

   

5. Click Save to commit the new metadata values.

Procedure 4.63. 

1. Select a node that you want to view the detailed information for.

2. Click the button to view detailed information about the selected node.

   

3. Click the tabs at the top of the form to view categorized information.

Procedure 4.64. View Permissions

1. Select a node.

2. Click the button. The Permissions Management form appears.

   

Procedure 4.65. Add Permissions

Procedure 4.66. Edit Permissions

1. Select the permission of a user or a group in the table of list permissions.

2. Click the icon.

3. Change the permissions as desired.

4. Click Save to commit the changed permissions.

Procedure 4.67. Delete Permissions

1. Select the permission of a user or a group in the table of list permissions.

2. Click the icon.

3. Click OK in the confirmation message to remove the permission.

Procedure 4.68. 

1. Open the document you want to vote for.

2. Click the button on the action bar.

   The Vote Document form will appear:

   

3. Rate the document by clicking on the appropriate star level for your vote:

   

Procedure 4.69. 

1. Select the document you want to watch.

2. The Watching Document form will appear. Click the Watch button to finish.

   

Procedure 4.70. Add new content

Procedure 4.72. Edit a web content

1. Go into the folder of a site which contains the web content that you want to edit.

2. Select the web content by double-clicking it on the left tree or on the right panel. The detailed information of web content will be viewed on the right panel.

3. Click the icon on the action bar to show the edit form of the selected web content as the Add New Document form.

4. Change the current values in the fields of this edit form.

5. Complete editing the selected web content by clicking Save.

Procedure 4.73. Delete a web content

1. Right-click the name of the web content that you want to delete and then select Delete in the drop-down menu:

   

2. A confirmation message will appear. Click OK to accept the deletion, or Cancel to quit without deleting.

Procedure 4.74. 

1. Right-click a node you want to add as a favorite

2. Click the entry in the drop-down menu.

Procedure 4.75. Method One

1. Right-click the node then select Copy from the drop-down menu.

2. Select a destination node that you want to be the parent node of the cut/copied node.

3. Right-click the destination node and select Paste from the drop-down menu.

   Pasting Content

   The Paste function is only enabled after some form of data (a document, for example) has been added to the Clipboard through the Copy or Cut action.

4. The copied folder (and any sub-folders) will be pasted to the new selected path.

Procedure 4.76. Method Two

1. Right-click the node and select the Copy from the drop-down menu.

2. Select the destination node that you want to be the parent node of the copied node.

3. Select the Clipboard icon on the sidebar:

   

4. Click the clipboard window will appear:

   

5. Click the icon in the clipboard window to paste the copied node into the selected destination node in Step 3.

6. You can click the icon to delete a specific waiting statement.

7. You can also click the Clear All link to delete all waiting statements in the list.

Procedure 4.77. Method One

1. Right-click a node and select Cut from the drop-down menu.

2. Select the destination node that you want to be the parent node of the cut node.

3. Right-click the destination node and select Paste in the drop-down menu.

   Pasting Content

   The Paste function is only enabled after some form of data (a document, for example) has been added to the Clipboard through the Copy or Cut action.

4. The cut node (and its subnodes) will be pasted to the new selected path.

Procedure 4.78. Method Two

1. Right-click a node and select Cut from the drop-down menu.

2. Select the destination node that you want to be the parent node of the cut node.

3. Select the Clipboard icon:

   

4. Click the Clipboard window will appear:

   

5. Click the icon in the clipboard window to paste the copied node into the selected destination node in Step 3.

6. You can click the icon to delete a specific waiting statement.

7. You can also click the Clear All link to delete all waiting statements in the list.

Procedure 4.79. 

1. Move the cursor to the folder(s) or document(s) in the right panel until the cursor changes to . You can hold the Shift key to select multiple contiguous folders/documents at once or the Ctrl key to select multiple non-contiguous files.

   

2. Hold the left mouse button and then drag the selected folder(s)/document(s) to another folder on either the right or left panes.

   

3. Drop them into the selected folder by releasing the left mouse button. All dragged folders/documents will be relocated to the destination folder.

Procedure 4.80. 

1. Right-click a folder/document that you want to rename then select Rename from the menu:

   

   The rename form will appear:

   

2. Enter a new name in the Name field. You can also change the title of this folder by entering a new one in the Title field.

3. Click Save to commit the new details.

Procedure 4.81. 

1. Right-click a document that you want to add a symlink to (in this instance the term to is used to describe the node as the target of the symlink, not an addition to the original node itself) and select Add SymLink from the menu.

2. A symlink to the selected document will be created immediately. You can click the symlink to view its content.

Procedure 4.82.