eXo Platform 3.5

## Chapter 5. Organize Your Content

This chapter focuses on how to manage, store, preserve, and deliver content, and more, via the following main topics:

- Structure content introduces types of drives and views, functions on action tabs, actions on folders and documents, and content administration.

- Manage content shows how to contribute content, and to manage content (for example, creating/editing/publishing/deleting content).

- Manage newsletters includes information of newsletter viewer and newsletter manager, and actions which can be done on the newsletter manager.

- Manage workflows represents default processes, including holiday and pay raise, and how to create and manage these processes. Also, this section also focuses on how to upload or view details of a process.

## Structure content

Content is a main part of a website that may consist of various elements, such as texts, images, sounds, videos, animations, and more. In eXo Platform, you can manage both structured and unstructured content.

To create and manage the content more effectively and dynamically, you need to pay attention to the structure of each content, including:

- Main content contains all key content, such as texts, images, links, tables, and more.

- Illustration is an image which is used to clarify or explain the content. Also, a summary also can be added to this image.

- default.css contains CSS data which are used to present the web content, such as layout, font, color, and more.

- default.js contains JS data which are used to make web content more animating and dynamic.

### Access Sites Explorer

This page is used to manage all documents in different drives. This is really a flexible way because you can do through Internet whenever and wherever. By default, anyone can access Sites Explorer, but the ability to do actions on Sites Explorer depends on the role of each user.

- Hover your cursor over on the Administration bar, then select Content --> Sites Explorer from the drop-down menu.

  A list of all drives organized in groups (Personal drives, Group drives and General drives) in the Sites Explorer are displayed.

  Personal drives

    This 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 resources and share them with others, work in the Public drive.

  Group drives

    The working space of users of a specific group.

    In the following example, the user "root" joins in three groups: "executive-board", "administrators" and "users" so he has the right to access these groups' drives.

  General drives

    This is the working space for everyone but your access right in different drives depends on your role. If you access as an administrator role, you can see all drives; otherwise, you can see some drives only as a web contributor role.

### Drives

#### Private drive

The 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 resources of users.

In Private drive, there are many functions on the Action bar, including:

- Create new folders/documents.

- Upload files from your computer.

- Add Symlinks.

- Overload Thumbnails.

- Watch/Unwatch documents.

- Add tags to a document.

- Set multiple languages for a document.

- Vote for a document.

- Comment on a document.

- By selecting the Search tab, you can:

  - Do the simple search.

  - Do the advanced search with more constraints, or by adding new queries to search.

  - Do search by existing queries.

- In addition, you can:

  - Set up your browse preferences.

  - Cut/Copy/Paste/Delete nodes.

  - Lock nodes.

  - Rename nodes.

  - View document content by the WebDAV function.

  - Download documents (folders) to your machine.

#### Public drive

With the Public drive, there is no initialized folder but you can create by yourself.

In the Public drive, you also can take similar actions to those in the Private drive.

#### Personal Documents drive

This drive consists of the Private and Public folders. The Private folder contains all your personal data resources that cannot be accessed by other users, meanwhile the Public one is accessible for all users.

In the Personal Documents drive, you also can take similar actions to those in the Private drive.

#### Drive of a specific group

By default, there are two initialized folders but you also can add more and take actions that is similar in the Private drives. Only users in a specific group can access its drive.

#### Hide/Show the sidebar in a drive

The sidebar is used to show nodes like a tree or show the related documents, tags, clipboard and saved searches.

You can hide/show the sidebar in two ways:

The first way

1. Click to open the Preferences.

2. Deselect the Show Sidebar checkbox, then click Save to accept your changes.

- To show the sidebar, tick the Show Sidebar checkbox in the Preferences form.

The second way

- Simply click to hide the sidebar as the illustration below.

  The drive will be displayed like the illustration below.

- Click to show the sidebar.

### Views

There are many drives in Sites Explorer. Each drive has some views that enable you to view data in the drive in a particular way. Each view has some action tabs and each action tab contains some functions.

eXo Platform supports you some ways to view nodes in a specific folder and show actions of corresponding tab on the Action bar.

### Note

The number of view types depends on which drive you are browsing. In eXo Platform, you can manage view types by selecting --> Content --> Content Administration --> Content Presentation --> Manage View. See the Manage views section for more details.

#### Admin view

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 to the nodes information by clicking the label of corresponding column.

- indicates that nodes are ordered in the ascending order.

- means nodes are in the descending order.

#### Cover Flow view

This view is defined as a dynamic one with 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.

To move from one node to another one, you can do one of these ways:

- Use the mouse wheel.

- Hold and move the yellow circle button to the left or the right.

- Click the folder/document name that you want to select.

#### Icons view

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.

#### Thumbnails view

By using the 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.

#### Slide Show view

In this view type, pictures in folders are viewed in the slide show.

To view pictures in the slide show, click .

If nodes are pictures, they are displayed like the following illustration.

The Slide Show view automatically shows all picture nodes. Users can control this slide show by clicking the below buttons.

Button | Function
--- | ---
| Go to the first picture node.
| View the previous picture node.
| Pause the slide show. After clicking this button, will become . Click to continue viewing the pictures node.
| View the next picture node.
| View the last picture node.

#### Timeline view

This view enables users to view all nodes created and uploaded by simply clicking .

All the nodes, which have been created and uploaded, will be displayed.

- Click the node name to view its content in details.

- Click a timeline category, such as Today, Yesterday, Earlier This Week, Earlier This Month, and Ealier This Year to review all the nodes of the category. Click it again to return the the default.

- Click to mark your item as favorite, or of a favorite node again to remove it from favorites.

### Functions on action tabs

Functions are added to tabs in Sites Explorer by administrators. The number of displayed actions depends on each tab and each drive you are browsing and your role.

This section shows you how to take all actions in Sites Explorer.

#### Add a category

This function enables you to add a category to a node.

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

2. Select on the Action bar to open the Add Category form.

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

4. Click Save to accept creating the new category.

#### Add a document

There are several types of document in eXo Platform, such as File, Article, Podcast, Sample node, File Plan, Kofax, and more.

The table below shows types of nodes which can be added to various document types. The rows indicate which nodes in the left column can be added. The columns indicate which nodes at the top can contain.

| 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

indicates that the corresponding document can be added into. A blank entry means that the corresponding document cannot be added into.

Following the horizontal, you will know which nodes can be added.

Following the vertical, you will know which node can be included.

Add a new document

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

2. Click on the Action bar to open a list of content templates.

3. Click your desired template. See more details in Step 3 of the Add content section.

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

Attach files to a document

1. Select a document or a folder that you want to attach files, and click on the Action bar.

   The Upload File form will appear.

2. Enter a name into the Name field. If not, the Name field is automatically filled with the file name.

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

4. Click Save to attach the files.

   To view the attached file directly in Sites Explorer, simply click its name.

   ### Note

   eXo Platform enables you to view all types of documents, such as Open Office, Microsoft Office in the PDF format.

Create a new File document

1. Follow the steps in the Add a new document section to open the corresponding form to add a File document.

2. Input a name for the file document in the Name field. Some special characters (@ # % & * ( ) “ ' : ; [ ] {} / !) cannot be used in the Name field.

3. Click the Mime Type field and select one type. There are three types of File document:

   - text/html: when creating a text/html File document, you can input values like source code (HyperText Markup Language HTML) in the Content field . After being created, it will generate the content you want, then you can see both the input source code and the generated content in that document.

   - text/plain: after a text/plain File document is created, it will display exactly what you input in the Content field.

   - application/x-groovy+html: it indicates your file as a groovy file.

4. Input a value in the Content field:

   - text/html or application/x-groovy+html: if you want to create a File document with a source code and generated content, click the button in the Editor bar.

   - text/plain: if you select text/plain type, the content field will be displayed like the following illustration.

5. Optionally, fill values in all the rest fields, including Title, Description, Creator and Source.

   Click to open more fields.

6. Click Save or Save & Close to accept creating a new file document.

   After being created successfully, a file document with the text/html type will be displayed like the illustration below.

Create a new article

1. Follow the steps in the Add a new document section to open the corresponding form to add a new Article document.

2. Input name and title of the Article in the Name and Title fields. Special characters (@ # % & * ( ) " ' : ; [ ] {} / !) are not allowed in the Name field.

3. Input values for both fields: Summary and Content.

4. Click Save or Save & Close to accept the inputted values.

After being created, your newly added Article document will be shown as below.

The Links area lists all its related documents. After adding relations to a document, Article will be displayed. You can click these links to view the content of the related documents. For more details about how to add a relation to a document, refer to the Add a relation section.

The Attachments area lists all its uploaded files/documents which are attached with the Article. You can remove the attachments by clicking .

For more details about how to add an attachment, see the Attach files to a document section.

### Note

The name of document may be as the same to that of the existing one. When a new document is created with the same name as other existing document, a numeric index will be added to the name (for example, test [2]).

Create a new Podcast

1. Follow the steps in the Add a new document section to open the corresponding Podcast form.

   Details:

   Field | Description
   --- | ---
   Name | The document name which is required. Special characters (@ # % & * ( ) “ ' : ; [ ] {} / !) are not allowed in the Name field.
   Categories | Categories of a document.
   Title | The display name of a document.
   Link | The link to the source path of the uploaded media file that is required.
   Author | The author of the uploaded media file.
   Explicit | It is used to indicate if your Podcast episodes contain an explicit content or not.
   Category | The category of the uploaded media file, for example music, film, or short clip.
   Keyword | This field 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.

2. Input values for fields. To upload a media file, click Browse... and select the media file from your device.

3. Click Save or Save & Close to finish.

Once being created, a Podcast will be displayed.

Create a new Sample node

1. Follow the steps in the Add a new document section to open the Sample node form.

2. Complete the appropriate fields.

3. Click Browse... to locate your desired image, and upload it.

4. Click Save or Save & Close to finish.

After being created, a new sample node will be displayed.

The Relations area is used to list all its related documents. See the View relations section.

You can click the links to view content of the related document.

The Attachments area is used to list all its uploaded files. See the Attach files to a document section for more details.

Create a new File Plan

1. Follow the instructions in the Add a new document section to open the corresponding form to add a File Plan document.

   Details:

   - The Name tab

     Field | Description
     --- | ---
     Name | The name of the file plan.
     Categories | Categories of your file plan. Select the categories for your file plan by clicking .
     Language | The language of the File Plan document.
     File Plan Note | Note for presenting any other information for users.

   - The Record Properties tab

     Field | Description
     --- | ---
     Record Category Identifier | The alphanumeric identifier indicates a unique record category. This must be a unique ID. If this field is left blank, it 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 guideline on how to handle the records associated with the file plan.
     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 classifying information that is 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 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

     Field | Description
     --- | ---
     Process Cutoffs | The Boolean data type 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 data type 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 data type 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 data type 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 data type is used to determine how a record process will be transferred.
     Default Transfer Location | The text data type is used to determine where a record is transferred by default.
     Transfer Block Size | The float data type is used to determine in what size blocks for organizational purposes that is normally measured in Years.
     Process Access | The Boolean data type is flagged when a record, which is held permanently, must be ultimately transferred to the national records authority.
     Access Location | The text data type is flagged to specify an area for the access transfer.
     Access Block Size | The text data type is flagged to determine the blocks size for organizational purposes which is normally measured in Years.
     Process Destruction | The Boolean data type 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.

2. Fill in the appropriate fields of the tabs in the form.

3. Click Save or Save & Close to finish.

Create a new Kofax document

1. Follow the instructions in the Add a new document section to open the Add Kofax Document form.

2. Input a name for a Kofax document in the Name field which is required. Special characters (@ # % & * ( ) “ ' : ; [ ] { } / !) are not allowed in this field.

3. Select categories for a Kofax document by clicking .

4. Click Save or Save & Close to finish.

After being created, a Kofax document will be displayed.

- 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.

Create a new event

1. Follow the instructions in the Add a new document section to open the Add an event document form.

2. Enter a title for the event.

3. Input the location where the event will take place in the Location field. Select the Google Maps checkbox if you want the location of the event to be shown on Google Maps.

4. Enter the Start and End Date/Time of the event.

5. Fill the Summary and Content fields.

6. Click Save or Save & Close to finish.

After being created, the event will be displayed like the illustration bellow.

#### Add a folder

You can create a document immediately in a specific drive. However, adding a document to a specific folder enables you to manage documents better.

There are two types of folder:

- Content folder.

- Document folder.

In the 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

  - Add a Content folder to a Content one.

  - Add a Document folder to a Content one.

  - Add documents to a Content folder.

  - Upload files (images, MS Word documents, Open Office documents, .pdf files, .txt files, .xml file, and more) into a Content folder.

  - Import sub-nodes which were exported into a Content folder.

Document folder

  - Add a new Document folder to a Document folder.

  - Add File, Podcast, File Plan documents to a Document folder.

  - Upload files (images, MS Word documents, OpenOffice documents, .pdf files, .txt files, .xml file, and more) into a Document folder.

  - Cannot add a Content folder to a Document folder.

  - Cannot import an exported Content folder into a Document folder.

  - Cannot import an exported Article, Sample node, Kofax into a Document folder.

Create a folder

1. Select the path to create a folder.

2. Click on the Action bar to open the Add Folder form.

3. Select a folder type.

4. Input values for both Name and Title fields which are required. Special characters (@ # % & * ( ) " ' : ; [ ] {} / !) are not allowed in these fields.

5. Click Save to accept creating a new folder.

### Note

The name of a folder may be the same as that of the existing one. When a new folder is created with the same name as other existing folders, an index will be added to the name of your newly created folder (for example, 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.

#### Add translations to a document

This function enables users to add multiple languages for a document. This action is similar to adding a language.

1. Select a document to which you want to add the translation. For example, select an Article in English.

2. Click on the Action bar to open the Symlink Manager form.

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

4. Click Save on the Symlink Manager form.

5. Select the document to which you have added the translation, then click the Relation button on the Filter bar.

   You will see the available language for the selected document. Click the language on this pane to view the document in the corresponding language version.

#### Add a Symlink

A symlink in Content works like shortcut to a directory or file. To add a Symlink, you can follow one of these ways.

The first way

1. Select a node where you want to add a Symlink.

2. Click on the Action bar to open the Symlink Manager form.

   Details:

   Field | Description
   --- | ---
   Path Node | The path to the target node.
   Symlink Name | The name of the Symlink.

3. Click to open the Select Target Node form.

4. Select the workspace which contains the node that you want to add a Symlink.

5. Click 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.

6. Click Save to finish adding a Symlink.

The second way

1. Right-click a node that you want to create a Symlink. Note that if you follow this way, the Symlink will be created to the current node.

2. Click Add Symlink from the drop-down menu.

This node will become a Symlink to the current node.

### Note

You should notice the different behaviour between adding a Symlink via the Action bar and the right-click menu.

- After you have right-clicked a node, then selected Add Symlink, a Symlink to the current node is created.

- Meanwhile, when you select Add Symlink on the Action bar, a Symlink Manager form will appear to let you select the target node.

### Warning

You will get an error message if you create a Symlink inside the following content types: Article, CSS, Event, HTML, JS, Kofax, Podcast, Sample node, Weblink.

#### Comment

This function is used to comment on a document.

### Note

You cannot comment on a File Plan document.

1. Select a document to which you want to add your comment.

2. Click on the Action bar to open the Comment form.

3. Add your comment to the Comment field.

4. Click Save to commit.

The 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 or delete it by clicking .

#### Edit a document

There are two ways to edit a document.

The first way

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

2. Click on the Action bar.

The second way

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 your changes.

#### Export nodes

Nodes can be exported into either .xml or .zip file types.

1. Select a node that you want to export.

2. Click on the Action bar to show the Export Node form.

   Details:

   Fields | Description
   --- | ---
   Path to Export | The path of the node being exported. This field will be pre-populated.
   Format | The format of the original node.
   System View | Each node and each property of that node is included in a different tag.
   Document View | Each node is a tag and properties of that node are considered to be elements of that tag.
   Zip | If this field is checked, the node will be exported as a .zip file.

3. Click Export and select a location to save the exported file.

   ### Note

   The Export Node form can contain Export Version History if the exported node or any of its child nodes is versioned.

   This action exports all of the node's version history.

#### Import nodes

Nodes which are in the .xml file format can be imported into the JCR Explorer system.

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

2. Click 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 one value from the UUID Behaviour drop-down menu, including:

   Create New

     If you select this behavior, the imported nodes receive new UUIDs which are completely independent of any existing nodes. As the imported nodes get new UUIDs, there are no UUID conflicts with the existing nodes in the workspace. The existing nodes in the workspace are not moved, modified or deleted. The imported nodes are considered as new nodes and therefore, do not have a version history. You cannot import a version history for these nodes.

   Remove Existing

     If you select this behavior, the imported nodes in a selected path receive the same UUIDs of the exported nodes. As the result, there is UUID conflicts with the existing nodes. Therefore, the existing nodes are removed from the workspaces and the new nodes will have the same version history as the existing nodes.

   Replace Existing

     If you select this behavior, you only can import the exported nodes into their original workspaces where they are exported. When the new nodes are created with the same UUIDs of the existing nodes, causing UUID conflicts with the existing nodes in the workspaces. Therefore, the existing nodes are replaced by the new ones in the same location and the new nodes have the same version history as the existing nodes.

   Throw Exception

     If you select this behavior, there is a message which will alert that you can not import this node in case this node has been existing in the workspace. If this node hasn't existed, a new node will be created.

5. Click Browse... next to Version History to select a version to import.

6. Select a format.

7. Click Import to import the file's selected version.

#### Manage actions

##### Add an action

1. Select the node to which you want to add an action.

2. Click on the Action bar.

   The Manage Actions form will appear.

3. Select the Add Action tab.

   Details:

   Field | Description
   --- | ---
   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: 'User Action': The action is executed when right-clicking the folder and then selecting the action. 'Content Addition': The action will be executed on a new document, but not on a subfolder when the document or the subfolder is created in the folder to which an action has been added. It is also applied to a new document in the subfolder of the folder. 'Content Removal': The action will be executed on a document, but not on a subfolder in the folder when the document or the subfolder is moved. 'Property Addition': The action will be executed on a document when a property is added to the document. 'Property Removal': The action will be executed on a document when a property is removed from the document. 'Property Modification': The action will be executed on a document when a property of the document is modified. 'Schedule': The action is done at specific time. If you need the same action to be executed in several lifecycles, you have to create several actions.

4. Select one type for your action from the Create Action of Type drop-down menu.

   Details:

   Field | Description
   --- | ---
   exo:AddMetadataAction | Add metadata.
   exo:autoVersioning | Add a version automatically.
   exo:createRSSFeedAction | Create an RSS file.
   exo:enableVersioning | Enable versioning.
   exo:getMailAction | Fetch mails.
   exo:populateToMenu | This type is not supported.
   exo:sendMailAction | Send mails.
   exo:taxonomyAction | Create categories.
   exo:transformBinaryTo TextAction | Convert .pdf or .doc file types into plain text.

5. Complete all the fields in the form. The Name and Lifecycle fields are required.

6. 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 auto-added to any child nodes of the selected node.

If an action is added with the lifecycle named 'User Action', it will be applied to the current node. If an action is added with other lifecycles, it will be applied to the child nodes.

### Note

Not all actions are listed in a right-click menu of nodes. Some actions can be performed immediately when that action is added.

##### View actions

1. Open the Manage Actions form and select the Available Actions tab.

2. Click that corresponds to the action you want to view.

   The details will be displayed in the Action Info tab.

##### Edit an action

1. Open the Manage Actions form and select the Available Actions tab.

2. Click that corresponds to the action you want to modify.

3. Edit properties in the Action Form.

4. Click Save to accept your changes.

##### Delete an action

1. Open the Manage Actions form and select the Available Actions tab.

2. Click that corresponds to the action you want to modify.

3. Click OK in the confirmation message to delete the action.

#### Manage auditing

This function logs property changes in nodes.

1. Select a node.

2. Click on the Action bar. The Activate Auditing message appears.

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

4. Click again to view the audit information of the selected node.

   The Auditing Information list appears.

   If the node has no audit information, the form will appear as below.

#### Manage categories

##### Assign a category to a node

You can add categories to the document type nodes only.

1. Select the node to which you want to add a category.

2. Click on the Action bar.

   The Add Category form appears.

3. Select the Select Category tab to show the available categories.

4. Click to add the corresponding category to the node.

The category, which has been added to a node, is listed in the Referenced Categories tab.

All nodes, which belong to a category, can be viewed as follows:

View a category

1. Go to the drive which contains the category you have added. There will be a list of categories available.

2. Select your desired category. The documents in that category will be listed.

### Note

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 is used to preserve the disk space.

##### Delete a category

1. Select a categorized node.

2. Click .

3. Select the Referenced Categories tab.

4. Click that corresponds to the category you want to delete.

#### Show/Hide content

Nodes can be hidden or shown easily.

Hide a node

1. Select the node you want to hide.

2. Click on the Action bar to hide the node.

   A confirmation message, which notifies that the node has been hidden, will appear.

Show a node

To show a hidden node, click again.

#### Manage publication

This function is used to manage node publication.

1. Select a node (on the left or right pane) which you want to manage its publication.

2. Click on the Action bar.

   The Manage Publication form appears.

   The Revision tab displays some basic information and the current state of the selected node.

3. Click to view the content of the node or click to restore a version (refer to the Manage versions section for information about versioning).

4. Select the History tab to view the publications history of the node.

5. Click Save to accept your changes.

   ### Note

   See the Publication process section to understand more Manage Publication.

#### Manage relations

You can use this function to create relations between nodes.

##### Add a relation

1. Select the node you want to add a relation to.

2. Click on the Action bar.

   The Add Relation form appears.

3. Select the Select Relation tab to see a list of other documents.

4. Click that corresponds to the documents related to the document selected in the Step 1.

   Documents linked to the original via a relation will be listed in the Relation List tab.

### Note

Relations can only be added to document and uploaded file node types.

A node cannot have a relation to itself.

##### Delete a relation

1. Select a node that has links to related documents.

2. Click the button on the Action bar.

3. Select the Relation List tab to view relations of the selected node.

4. Click corresponding to the relation you want to remove.

5. Click OK in the confirmation message to accept your deletion.

   The related document will be removed from the list.

##### View relations

1. Select a node that has links to related documents.

2. Click the relation button on the Filter bar.

   All nodes related to the selected node will be displayed in the left pane.

3. Click the name of the related node to view the document.

#### Manage versions

##### Add versions to a node

1. Select a node to add a version to.

2. Click on the Action bar.

   The following message will appear.

3. Click Activate to enable a version for the node.

4. Right-click the selected node and select CheckIn from the drop-down menu.

5. Click again to open the Version Info window.

   The node selected in Step 1 has been added as the Base version..

6. Right-click the node again and select CheckOut to obtain a version of this node.

### Note

No actions (copying/cutting/renaming) can be taken on a node in the CheckIn status. You must check it out before you can perform any actions on it.

If you want to add more versions to a node, right-click the selected node above and select CheckIn and then CheckOut.

##### Add/Remove labels for versions

Add a label

1. Select a versioned node.

2. Click on the Action bar.

3. Click icon on the Version Info window to show the Add Label field under the version list.

4. Enter a value into the Label field.

   The label must be unique without containing any special characters, such as @, #, $.

5. Click Save to submit the new label.

Remove a label

1. Select a versioned node which has at least one label.

2. Click on the Action bar.

3. Click on the Version Info window to show the Remove Label field under the versions list.

4. Select the label you want to remove from the drop-down menu.

5. Click the Remove button to remove the selected label.

##### View versions

1. Select a versioned node.

2. Click .

3. Click to see the current versions of the selected node.

### Note

Version viewing is not supported on folder nodes.

If you click while the selected node is a folder, a message will appear.

##### Restore a version

1. Select a node which has at least two versions stored.

2. Click .

3. Select the version that you want to restore as the base version.

4. Click to restore the selected version.

##### Delete a version

1. Select a node which has at least two versions.

2. Click .

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

4. Click OK in the confirmation message to accept your deletion.

### Note

You cannot delete a base version.

#### Multi-Languages

This function is used to add multiple languages to a document. Each document can be displayed in many languages.

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

2. 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.

3. Select the Add Language tab. This tab will be displayed differently, depending on which file you selected. However, the area where you can add languages to a 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 to the current document, the content field will be blank.

   Select the Set Default checkbox if you want to set your selected language as a default language.

5. Click Save to be returned to the View Language tab. Your selected language is now added to the Language field.

   You can view this document in your newly added language by selecting that language from the Language drop-down list, then click the View button.

View the languages list of a document

1. Select a document that you want to view the languages list, then click the Relation button on the Filter bar:

2. The list of language (and all related documents) will be displayed in the left pane.

   You can view the document in the new language by clicking the corresponding link in Languages List.

   For more details about Relations, refer to the Views relations section.

### Note

You cannot add multiple languages to a File Plan document.

When a document is a sub-node of File Plan, you also cannot add language to it.

#### Overload thumbnails

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 (see the Thumbnail view section).

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

2. Click on the Action bar.

   The Add Thumbnail Image form appears.

3. Click the Browse... button to select the image which will be used as the display icon for the selected folder.

4. Click Save to accept your changes. The node will be stored in an exo:thumbnails folder.

#### Request approval

If you want to publish one created content but you do not obtain the 'Publish' right, you must send a request for approving your content.

1. Select the content that you want to send the request for publishing it.

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

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

#### Approve content

When content is created by users, it is possible to approve the publication if there is an approval request. To approve content, do the followings:

1. Select content that needs approving.

2. Click the Approve Content button on the Action bar and the content is ready to be published.

   ### Note

   The Approve Content button is only visible for users who have the right to approve content.

   By default, this button is not displayed on the Action bar.

   Enable this function by selecting --> Content --> Content Administration --> Content Presentation --> Manage Views. See the Manage views section to know how to add the Approve Content button to the tabs on the Action bar in Sites Explorer.

#### Publish content

After the content is approved, it can be published by people who have the "Publish" permission.

1. Select content that you want to publish.

2. 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 visible for users who have the "Publish" right.

   By default, the button is not displayed on the Action bar.

   Enable this function by selecting --> Content --> Content Administration --> Content Presentation --> Manage Views. See the Manage views section to know how to add the Publish Content button to the tabs on the Action bar in Sites Explorer.

#### Show drives

This function enables you to show or hide all the drives in Sites Explorer.

To show drives, click on the Action bar.

To hide drives, click again.

#### Show JCR Structure

This function allows you to view document nodes in a tree structure.

Show the JCR Structure

1. Select a document.

2. Click on the Action bar.

Hide the JCR Structure

1. Select a document which is showing the JCR structure.

2. Click again.

#### Tag documents

A tag is a keyword or term associated with or assigned to a piece of information (a picture, a geographic map, a blog entry, a video clip, and more). Each tag describes one item and enables the keyword-based classification and search of information.

Add a new tag to a document

1. Select a document to which you want to add tags.

2. Click on the Action bar. The Tag Manager will be displayed.

   Details:

   Field | Description
   --- | ---
   Tag Names | The tag names that users want to add tags to documents.
   Tag Scopes | Classify the tags. There are four tag types: private, public, group, and site. Currently, the two first types are activated ("Private" means that a user who creates tags can view and edit tags; "Public" means that all users can view and edit tags).
   Linked Tags | List all tags of a document after the Add Tags button has been clicked.

3. Input a value into the Tag Names field. Several tags can be added to a document at a time. To do that, input all tag names in the Tag Names field and separate by commas.

4. Select a value for the Tag Scopes field.

5. Click Add Tags to accept, or Close to quit. Only you can see this tag in this document.

6. Click to delete tags.

Remove tags from a document

1. Select a document with tags that you want to delete the tags.

2. Click on the Action bar to open the Tag Manager form.

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

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

#### Upload files into folders

This function allows you to upload a file from your device. All file types can be uploaded. Special characters (! @ $ % & [ ]) are not allowed.

1. Select the folder that you want to upload a file into from the left/right pane.

2. Click on the Action bar to open the Upload File form.

3. Browse and select a file on your device by clicking the Browse... button. The selected file name will be displayed in the Select File field.

   If you want to upload multiple files at the same time, click to open more Upload File forms.

   Click to close a Upload File form.

   To change the uploaded file, click in the Select File field and select Browse... again to select another one.

4. Optionally, type a name in the Name field which is not required. Special characters (! @ $ % & [ ]) are not allowed in this field. If not, the name of the uploaded file will be kept as original.

5. Click next to the Categories List field to select categories to which you want to add this file.

   i. Select a category in the left pane to open its child nodes in the right pane.

   ii. Click corresponding to a child node that you want.

   ### Note

   You can add more categories to a file by clicking again to open the Add Categories form.

   Click to delete a category in Upload File form.

   You also manage categories which have been added to files by using the Manage Categories function. See the Manage categories section.

6. Complete uploading file by clicking Save.

   After being saved, the main information of the uploaded file will be displayed.

7. Optionally, click to see more details about its external metadata information. The List External Metadata tab will be enabled and you can do some actions in this tab.

   - Click corresponding metadata that you want to edit.

   - Click Add metadata to add more metadata to the uploaded file. Then, tick the checkbox, and click Add.

     The new metadata are displayed in the List External Metadata tab.

8. Click Close to quit the Upload File form.

   After being uploaded, the tree is displayed in the left pane.

### Note

The size of the uploaded file depends on the size limit of the uploaded file that you set up in the 'Edit' mode of Sites Explorer. If your file size exceeds the limit, the alert message will appear.

#### View metadata

This function allows you to view metadata attached to File nodes, Podcast nodes, File Plan child nodes and uploaded file nodes (nt:file nodes).

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

2. Click . 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 to add further metadata.

5. Click Save to accept the new metadata values.

#### View node types

This function allows you to view the detailed information of a node.

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

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

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

#### View permissions

This function allows an administrator to manage the permissions for nodes.

1. Select a node.

2. Click . The Permission Management form appears.

By opening the Permission Management form, you can perform the following actions:

- Add permissions

- Edit permissions

- Delete permissions

Add permissions

1. Select a user or a group to whom you want to assign permissions.

   - Click next to the User Or Group field to add permission for a specific user.

     The Select User Permission form appears.

     Click corresponding to your desired user. Also, you can use the Search function to look for your desired users quickly.

     Search for users

     Search for a user in a specific group

     - Enter a group name in the Group field at the top of the form (for example, /platform/users). Then press Enter. All users in the nominated group will be displayed.

     - Or, click beside the Group field to open a form that lists groups and their sub-groups. Select a sub-group and all users of the sub-group will be displayed.

     Search for a user in any groups by Username, First Name, Last Name, or Email

     - Enter the information of the user ino the textbox.

     - Click to search for users matching with your selected information.

   - Click next to the User Or Group field to add permissions based on memberships.

     Then, select a group in the left pane, and membership types in the right pane in the Select Membership form.

   - Click next to the User Or Group field to assign the "read" permission to all users/groups.

2. Select the permission you want to grant the selected users or groups by ticking the corresponding checkboxes beside rights you want to add.

3. Click Save to accept your changes. The new permissions will appear in the permissions table above.

Edit permissions

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

2. Click .

3. Change the permissions as desired.

4. Click Save to accept your changed permissions.

Delete permissions

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

2. Click .

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

#### View properties

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.

1. Select the node you want to review or add values to.

2. Click to show the Properties Management form.

   This form has two tabs:

   Properties

     This tab displays all properties and values for the selected node.

   Add New Property

     This tab contains fields to add new properties to the selected node.

3. Select the Add New Property tab to add new properties to the selected node.

4. Select the namespace for the property.

5. Enter a name for the new property in the Name field.

6. Select the property type from the Type drop-down menu.

7. Enter a value for the property in the Value field.

   To add multiple new values, click and repeat the above steps.

   To remove a value, click .

8. Click Save to accept your new values, or Reset to clear all modified fields.

After you have made changes on 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 .

#### View relations

This function shows/hides documents related to a selected node.

- View relations

  Select a node, then click . Documents related to the selected node will be shown in the Filter bar.

  If the node does not have any related documents, the message No Related Document will appear instead.

- Hide relations

  Click again to hide relations.

#### Vote for a document

This function is used to vote for a document.

### Note

You cannot vote for a File Plan document.

1. Open the document you want to vote for.

2. Click on the Action bar.

   The Vote Document form will appear.

3. Rate the document by clicking the appropriate star level.

After a vote has been added, the rating will appear at the bottom of the document:

#### Watch documents

By using this function, whenever any change is made on the document, a notification message will be sent to your email address. To receive that email, you must configure in your mail server.

Watch a document

Select the document you want to watch and click .

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

Stop watching a document

Select the document and click .

A message will appear to confirm the action.

### Actions on folders and documents

This section represents actions on folders and documents through the right-click menu (Adding to favorites, copying, cutting, pasting, adding Symlink, locking/unlocking, viewing/renaming/downloading document, and allowing edition and copying URL to clipboard) and other actions (dragging and dropping folders or documents).

Depending 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:

#### Add to favorites

This function helps users easily add nodes (documents, folders or files) as favorite.

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

2. Click from the drop-down menu.

A symlink of your favorite nodes (folders, documents, files) will be created in the Favorite folder.

#### Copy/Paste & Cut/Paste

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:

The first way

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

2. Right-click a destination node that you want to be the parent node of the copied/cut node, then select Paste from the drop-down menu. Note that the Paste function is enabled in the menu only after selecting the Copy/Cut action.

   The copied/cut folder (and its sub-folders) will be pasted into the new selected path.

The second way

1. Right-click the node and select Copy/Cut 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 Filter bar.

   The Clipboard window will appear.

4. Click in the clipboard window to paste the copied/cut node into the selected destination node in Step 3.

- You can click 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.

### Note

You only can take the Copy action if you have this right on the source node.

You only can take the Paste action if you have the right on the destination node.

If the destination node has the same name with the copied node, after being pasted, an index will be added to the name of the pasted node, for example 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.

#### Edit documents

To edit a document, refer to the Edit web content section.

#### Delete folders and documents

This function helps you remove folders/documents from their locations easily. Do the same steps as in the Delete web content section.

### Note

You can only take the Delete action if you have the right on a node.

If the deleted node contains sub-nodes, these sub-nodes will be deleted, too.

#### Drag and drop folders and documents

This function allows you to move folders/documents from a current location to another one by using the drag and drop feature.

1. Hover your cursor over folders/documents in the right pane, or hold the Ctrl or Shift key to select multiple folders/documents at once until the cursor changes to .

2. Press the left-mouse button and drag the selected folders/documents.

3. Drop them into another folder in either the right or left pane by releasing the left-mouse button. The "dragged" folders/documents will be relocated to the destination folder.

#### Lock/Unlock folders and documents

This function is to avoid changes on specific folders/documents and actions 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 drop-down menu. The selected folder/document will be locked.

### Note

Only users with appropriate rights can lock folders/documents.

After being locked, other users can only view the folders/documents.

The lock will be kept as current for a session only. If the locking user signs out, the node will be unlocked.

Other users can copy 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 the locked folder/document, right-click it and select Unlock from the drop-down menu. The folder/document will then be unlocked and other users can take actions on it.

#### Rename folders and documents

This function is used to change the folder/document name.

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

   The Rename form will appear.

2. Input a new name in the Name field. You can also change the its title by entering a new one in the Title field.

3. Click Save to accept your changes.

#### Add a Symlink

A symlink embedded into a node allows you to quickly access the node even if you are in other nodes.

- Right-click a document that you want to add a Symlink, and select Add Symlink from the drop-down menu.

  The symlink will be added to the selected document immediately. To view its content, simply click the symlink.

#### View WebDAV

WebDAV enables users to access files, folders, and read/write documents over the web. Thanks to its benefits of easy, quick and flexible manipulations and time-saving, WebDAV is used to view nodes.

1. Select the path of node you want to view WebDAV or open that folder from the left/right pane.

2. Right-click the node and select Download And Allow Edition from the drop-down menu.

   With each type of node, the 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: Being viewed in WebDAV, this node type will be attached a form which must be completed 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 as exo:actions, exo:language, and more.

   - 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.

#### View information

eXo Platform supports you to view all information of a document, such as name, title, creator, and publication state of the document.

- To view information of a document, right-click the document, and select View Information from the drop-down menu.

  The View Information form appears as below.

#### View document

The View Document item is visible in the drop-down menu when you right-click a document. This function allows you to view the document on another tab with the link containing the document path.

- To view a document, right-click a document that you want to view, and select View Document from the drop-down menu.

  The document is opened in another tab.

#### Copy a URL to the clipboard

The Copy URL To Clipboard enables you to copy the WebDAV URL of a selected folder or a document. You then can view it with the WebDAV view on a browser.

1. Right-click a folder/document, and select Copy URL To Clipboard.

2. Paste the URL on another tab.

   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 as below.

#### Manage tags

Tags are easily managed by editing or deleting them with the Tag Manager.

Edit a tag

1. Click Tag Cloud on the Filter bar, then click at the upper-right corner of the tags pane.

   The Edit Tag form will appear.

2. Click that corresponds to the tag you want to edit.

3. Edit the tag to your desires.

4. Click Save to accept your changes.

Delete a tag

1. Do Step 1 from the procedure above.

2. Click .

3. Click OK in the confirmation message to delete the tag.

Use your created tags

1. Click .

   You will see all existing tags which are listed and classified by private or public tags.

   Depending on the popularity of tag, the display of each tag will be different from others by font-size, font-weight, color, font-family, and text-decoration. For example, when a tag is added to over 10 documents, it will be displayed in red color, size:20px, bold. This can also be configured in the Manage Tag tab.

2. Each tag is similar to a link listing all documents to which it is added. To display the documents list in the right pane, click a tag name.

### Content Administration

This page is used to manage all workspaces, drives, node types, metadata, templates, queries, and more. Only administrators can access the Content Administration page.

- Hover your cursor over --> Content --> Content Administration on the Administration bar.

  The Content Administration page will appear.

This page enables you to access:

- Categories & Tags: Manage categories and tags.

- Content Presentation: Manage template, metadata, views, and drives.

- Content Types: Manage namespace registry, and nodetype.

- Advanced Configuration: Manage queries, scripts, and create an action type.

#### Categories and Tags

##### Manage tags

The Manage Tags function enables you to manage tag styles. The tag styles will change, depending on the number of documents in a tag.

Go to Categories & Tags --> Manage Tags.

Add a tag style

1. Click the Add Style button. The Edit Tag Style Configuration form will appear.

   Details:

   Field | Description
   --- | ---
   Asterisk (*) | This mark next to each field means that it is required to input values.
   Style Name | Give the tag name which cannot be edited.
   Document Range | Give the number of document assigned to a tag.
   HTML Style | Include font-size, font-weight, color, font-family, and text-decoration.

2. Input values in the fields: Style Name, Document Range, and HTML Style.

3. Click Update to accept adding a new tag style.

### Note

The format of valid range must be: a..b where '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' textbox cannot be empty. You can change values of font-size, font–weight, color, font-family, and text-decoration.

###### Edit a tag style

The Tag Manager tab enables you to edit the existing tags.

Edit an existing tag

1. Click 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 appears which is similar to that of adding a tag style.

2. Change values in the fields, including Document Range and HTML Style, except Style Name.

3. Click Update to save new changes.

###### Delete a tag style

To delete one tag style, simply click the corresponding Delete icon and select OK in the confirmation to accept your deletion.

###### Tag Permission Manager

The Tag Permission Manager tab helps you set permissions regarding to editing and deleting public tags.

Set Permission To Tag Management

1. Click beside the Memberships field to select memberships to add a permission to those memberships. The Select Membership form will appear.

2. Select a group on the left and the corresponding membership on the right. The selected membership will appear in the Memberships field.

3. Click Save to accept adding a permission for the membership to the Memberships column.

   You can also delete memberships that have permissions by clicking regarding to that membership, then click OK in the confirmation message.

##### Manage categories

A category can be understood as a classification practice and science. It is used to sort documents, aiming at facilitating searches. The category management includes adding, editing and deleting a category tree.

Go to Categories & Tags --> Manage Categories.

##### Add a category tree

1. Click the Add Category Tree button to add a new category. The Add Category Tree form will appear.

2. Enter the category tree name in the Name field which is required.

3. Select the workspace you want to work with.

4. Select the home path by clicking . The Select Home Path form will appear.

   - Click next to Root Path if you want to select the root path or;

   - Click the arrow icon to go to the up level path and click the plus sign to expand the folder in the left pane.

     Click corresponding to the path that you want to select as a home path.

5. Click Reset if you want to reset values that have just been selected or Next to select permissions for a category tree.

   i. Click to select a user or to select memberships or to select everyone to set permissions. The user or membership that you have just selected will be displayed in the User or Group field.

   ii. Check at least one of these below options to set rights for the selected user to membership:

   Field | Description
   --- | ---
   Read Right | Select the Read right or not.
   Add Note Right | Select the Add Node right or not.
   Set Property Right | Select the Set Property right or not.
   Remove Right | Select the Remove right or not.

6. Click Save to save all values, or Reset to change values that have just been set. After clicking Save, click Next to go to the next step.

7. Enter the name for an action of the category tree in the Name field which is required.

8. Select values for Lifecycle, Node Types, Target Workspace, Target Path, Affected Node Types which are required.

9. Click Save to save all values, then select Next to go to the next step.

### Note

Do not input some special characters into the Name field, such as: !,@,#,$,%,&,*,(,).

Do not add a category which has the same name and level with existing taxonomies in a node.

The category name must contain less than 30 characters.

##### Edit a category tree

1. Click corresponding to the category tree you want to edit.

2. Click in the Add column to add more category trees. The Edit Category Tree form will appear.

3. Enter a category name in the Category Name field which is required.

4. Click Save to save the category name.

5. Click Previous to return to the previous steps.

6. Click Save to save all changes, or Previous or Next if you want to edit more.

### Note

You can delete a category by clicking corresponding to the category that you want to delete. Click OK in the confirmation message to accept your deletion.

You cannot delete categories that have been referenced.

#### Content Presentation

##### Manage a template

When creating a node in eXo Platform, 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.

Add a new template

1. Click Content Presentation --> Manage Templates.

2. Click the Add button in the Manage Templates form to open the Template Form.

3. Select the template type from the Name drop-down menu.

4. Specify a name for the template in the Label field. It is required.

5. Select the is Document Template checkbox if you want your created template to become a template for a document.

6. Click next to the Permission field to open the Select Permission dialog. It is required.

   - Select the group from the left pane and the membership from the right pane;

   - Or, you can set permissions for everyone by clicking next to Any Permission.

7. Optionally, select the Dialog tab and enter the value in the Dialog Content field.

8. Optionally, select the View tab and enter the value in the View Content field.

9. Optionally, select the CSS tab and enter the value in the CSS Content field.

10. Click Save to create the template.

Edit a template

1. Click Content Presentation --> Manage Templates.

2. Click in the Action column, corresponding to the template you want to edit.

3. Make changes on the values of each tab, including:

   - In the Template tab, you can edit the label of the template.

   - In the Dialog tab, you can do the followings:

     Add a dialog

     i. Input content for this dialog in the Content field.

     ii. Input the name for this dialog that is required.

     iii. Select permissions for a group that can use this dialog that is required.

     Edit an existing dialog

     i. Click in the dialog row you want to edit.

     ii. Edit the dialog properties.

     iii. Click Save to accept all changes in the Dialog tab.

     Delete an existing dialog:

     i. Click in the dialog row you want to edit.

     ii. Click OK to accept your deletion.

     ### Note

     You cannot delete the default dialog. You must create a new one before you can delete the current default dialog.

   - In the View tab, you can do the followings:

     Add a view

     i. Enter content into the Content field.

     ii. Input name for this view that is required.

     iii. Select permissions for a group that can use this view that is required.

     Edit an existing view

     i. Click in the Actions column, corresponding to the view you want to edit.

     ii. Edit the view properties.

     iii. Click Save to accept all changes in the View tab.

     ### Note

     You cannot change the view name.

     If you click is Enable Version checkbox, this view automatically increments one version after you have clicked Save. 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 Restore button. You can use Restore to roll back to the previous View.

     Delete an existing view

     i. Click in the Actions column, corresponding to the view you want to delete.

     ii. Click OK to accept your deletion.

     iii. Click Save to accept all changes.

Delete a template

1. Click corresponding to the template you want to remove in the Manage Templates page.

2. Click OK in the confirmation message to accept your deletion.

##### Manage metadata

Metadata is generally defined as "data about data". Metadata is information which describes, or supplements the central data. In the Manage Metadata tab, you can manage nodes in the metadata format in the eXo Platform system. The metadata may be considered as information used to describe the data. When data are provided to end-users, the metadata allows users to understand about information in more details. All metadata nodes can combine with other nodes to create a new node (add mix).

View metadata

1. Click Content Presentation --> Manage Metadata.

2. Click corresponding to the metadata you want to view.

   The Metadata Information form will open.

Edit metadata

1. Click in the Template's Actions column, corresponding to the metadata you want to edit.

   The Edit Metadata's Template form will open.

2. Change the required properties of the metadata.

   ### Note

   You cannot edit the metadata name.

3. Click Apply to save all metadata changes.

Delete metadata

1. Click corresponding to the metadata you want to delete.

2. Click OK in the confirmation message to accept your deletion.

##### Manage views

The Manage View function is used to control view ways of a user. It has two tabs: View and ECM Templates

To open the Manage View function, click Content Presentation --> Manage View. The Manage View form displays.

###### Views tab

In this tab, you can add, edit, delete, and preview views.

Add a view

1. Click the Add View button located at the bottom of the Manage View form.

   The Add View form will open.

2. Specify the view name in the Name field that must be unique, and only contains standard alphanumeric characters. It is required.

3. Set permissions for the view by clicking the plus icon. It is required.

   - Click next to Any Permission to assign permission to every one;

   - Or, select a group from the left pane and the membership from the right pane.

4. Click the Templates field and select a template from the drop-down menu for this view.

5. Click the Add Tab button to create a functional tab on this view. It is required.

   i. Enter the name for the tab in the Name field.

   ii. Specify functions to add to the tab.

   iii. Click Save to finish creating a tab;

   Or, click Reset to clear the Tab form;

   Or, click Back to return to the View Form tab of the Add View form.

   The newly created tab is displayed on the Tabs field.

6. Click Save to apply all settings and close the form.

Edit a View

1. Click in the Action column, corresponding to the view you want to edit.

2. Edit the view properties.

   ### Note

   You cannot change the view name.

   If you select the Enable Version checkbox, this view automatically increases to one version after you click Save. It is displayed at the Base Version column in the View tab.

   If the dialog has at least two versions, in the View tab, it displays the Restore button. You can use Restore to roll back to the previous View.

3. Optionally, click the Add Tab button to open the Tab Form tab that allows you to add more Tabs to the View.

4. Optionally, click an added Tab to add or remove functions on it. Note that you cannot change the tab name.

5. Click Save to apply all changes in the View tab.

Delete a view

1. Click corresponding to the view you want to delete in the Manage View page.

2. Click OK to delete the view in the confirmation message.

   ### Note

   You cannot delete a view which is in use.

Preview a view

1. Click in the Action column of the view you want to preview.

   The View form will open.

2. Click Close to exit the View form.

###### ECM Templates tab

Add a new ECM Template

1. Select the ECM Templates tab.

2. Click the Add button to open the Add ECM Template form.

3. Input the content of the template in the Content field.

4. Input a name for the template in the Name field.

5. Select a type for the template in the Template Type field.

6. Click Save to accept adding a new template.

Edit a template

1. Click next to the template you want to edit.

2. Change the current template's properties.

3. Click Save to accept all 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 the ECMS Template tab.

   If the template has at least two versions, in the Edit ECM Template form, it displays the Restore button that allows restoring the template version.

Delete a template

1. Click corresponding with the template you want to delete.

2. Click OK in the confirmation message to accept your deletion.

##### Manage drives

The function supports you to manage drives in the Sites Explorer. It allows adding, editing and deleting drives.

Go to Content Presentation --> Manage Drives.

###### Add a new drive

1. Click the Add Drive button in the Manage Drives page to open the Add Drive form.

2. Input a name for the new drive in the Name field that is required.

3. Select a workspace for the drive from the drop-down menu by clicking the Workspace entry.

4. Select the home path for the drive by clicking beside the Home Path entry.

5. Browse an icon for the workspace by clicking beside the Workspace Icon entry.

   Select an icon by clicking corresponding to your desired icon file.

6. Select permissions for groups that have access rights to this drive by clicking beside the Permissions entry.

7. Select or deselect the various checkboxes to hide or show the drive elements respectively.

   Show Referenced Document

     Allow viewing preference documents.

   Show Non-document Nodes

     Allow viewing non-documents.

   Show Sidebar

     Allow showing the sidebar.

   Show Hidden Node

     Allow showing the hidden nodes.

8. Select the document type that will be created in this drive.

9. Select the Apply Views tab and select the view types you want to be available in the drive.

10. Click Save to complete creating the new drive, or Refresh to clear the form.

###### Edit a drive

1. Click corresponding to the drive you want to edit. The Edit Drive form will appear.

2. Edit the properties as required.

3. Click Save to commit the changes.

### Note

The drive name cannot be edited in this form.

###### Delete a drive

1. Click that corresponds to the drive you want to delete.

2. Click OK to delete the drive in the confirmation message.

#### Content Types

##### Namespace registry

The namespace is a prefix in the node type name. It enables you to create node types without fearing any conflict with existing node types. The registry helps you manage the namespaces used in the system.

Select Content Types --> Namespace Registry to open the Namespace Registry form.

Register a namespace

1. Click the Register button on the Namespace Registry form to register a new namespace.

2. Enter the value for the Namespace Prefix field that is required.

3. Enter the value for the URI field which must be unique and required.

   ### Note

   The namespace must not contain special characters, such as !,@,#,$,%,&,*,(,).

##### Manage node types

This function is used to control all node types in eXo Platform.

View node types

1. Click that corresponds to the node you want to view. The View Node Type Information form will appear.

2. Click Close to exit this form.

Add a node type

1. Open the Add/Edit Node Type Definitions form by clicking the Add button on the Manage Node Type page.

2. Select a namespace for the node.

3. Enter a name in the Node Type Name field. This field is mandatory and its value must be unique.

   ### Note

   The name must not contain special characters, such as !,@,#,$,%,&,*,(,).

4. Select a value for the Is Mixin Type field.

   - True: This node is Mixin type.

   - False: This node is not Mixin type.

5. Select a value for the Orderable Child Nodes field.

   - True: Child nodes are ordered.

   - False: Child nodes are not ordered.

6. Enter a value for the Primary Item Name field.

7. Click to add more parent types in the Super Types field.

   - Property Definitions: List all definition names of the Property tab.

   - Child Node Definitions: List all definition names of the Child Node tab.

8. Click Save to accept adding a new node type, or Save as Draft to save this node type as draft.

Export Node Types

1. Open the Export Node Types form by clicking the Export button at the bottom of the Manage Node Type page.

2. Click Uncheck all if you do not want to export all node types. After clicking Uncheck all, this button becomes the Check all button.

3. Select nodes that you want to export by ticking the checkboxes.

4. Click the Export button in this form.

5. Select the location in your device to save the exported node.

   ### Note

   You must select at least 1 node type to be exported. If you do not want to export the node, click Cancel to quit this pop-up.

Import Node Types

1. Open the Import Node Type From XML File form by clicking the Import button at the bottom of the Manage Node Type page.

2. Click the Browse... button to upload a file.

   ### Note

   You must upload an XML file. This file is in the node type's format.

3. Click the Upload button.

   ### Note

   If you want to upload another file, click to delete the file which has just been uploaded, then upload other files.

4. Tick the checkboxes corresponding to the nodes that you want to import.

5. Click the Import button to complete importing a node type.

#### Advanced Configuration

##### Manage queries

The function enables you to manage queries. It allows adding, editing and deleting queries.

Go to Advanced Configuration --> Manage Queries.

Add a new query

1. Open the Add Query form by clicking the Add Query button in the Manage Queries page.

2. Enter a query name into the Query Name field.

3. Select the query type from the drop-down Query Type menu.

   - xPath (XML Path Language) is a language for selecting nodes. For example, `/jcr:root/Documents/Live`.

   - SQL (Structured Query Language) is a database computer language.

4. Enter the statement for the query that must be unique.

5. Check or uncheck the Enable Cache Results option. If you tick this checkbox, for the first 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 45 minutes, the cache will be removed.

   For example, you have the query `Test` with statement `//element (*, nt:file)`. In the File Explorer, you have a `nt:file` document named `File1`. When you execute the query `Test`, only document `File1` will be shown. After that, create a `nt:file` document named `File2` and execute query `Test`, only document `File2` document will be listed. After 45 minutes, the cache will be removed. When you execute the query `Test`, the documents `File1` and `File2` will be listed.

6. Select permissions for a group that can use this query by clicking .

7. Click Save to finish adding a new query.

Edit a query

1. Click corresponding to the query you want to edit. The Edit Query form will appear.

2. Edit the properties of the selected query.

3. Click Save to accept all changes.

Delete a query

1. Click corresponding to the query you want to delete.

2. Click OK in the confirmation message to accept your deletion, or Cancel to discard this action.

##### Manage Scripts

The function enables users to manage all script codes in the eXo Platform and Browser Content system.

Go to Advanced Configuration --> Manage Scripts.

Add a new script in ECM

1. Click the Add button in the Manage Script page to open the Add/Edit Script form.

2. Enter a value for the Script Content field.

3. Enter a script name for the Script Name field that must be unique and not contain special characters, such as !,@,#,$,%,&,*,(,).

4. Click Save to accept adding the new script.

Edit an ECM script

1. Click corresponding to the script that you want to edit in the ECM Scripts tab. The Add/Edit script form will appear.

2. Edit the properties in this form.

3. Click Save to save all changes.

Delete an ECM script

1. Click on the script that you want to delete in the ECM Scripts tab.

2. Click OK in the confirmation message to accept your deletion, or Cancel to discard this action.

##### Create an action type

This function allows you to manage all action nodes in the eXo Platform.

1. Select Advanced Configuration --> Create Action Type.

2. Click the Add button to open the Action Type form.

3. Select the action type.

4. Input a name for the action.

5. Check/uncheck the is Action Move option. The action will have exo:move property or not.

6. Select an "execute" for the Execute field.

7. Click next to Variables field to add more values for the action.

   - Click to delete a value.

8. Click Save to accept adding a new action type.

##### Manage locks

All locked nodes are listed and managed by administrators in the Content Administration page. There are two ways that help administrators lock nodes: unlock nodes in the right-click menu in Sites Explorer or unlock nodes in the Content Administration page.

Unlock a node

1. Select Advanced Configuration --> Manage Locks on the Manage ECM Main Functions pane on the left. The locked nodes will be listed in the right pane.

2. Click corresponding to nodes which need to be unlocked in the Locked Node tab in the right pane. The unlocked nodes will disappear from the locked nodes list.

   Administrators can manage and add the unlock permission for another group and users in the Manage Lock tab.

3. Select the group on the Select Group pane and the corresponding membership on the Select Membership pane. The selected group will be listed in the Groups Or Users column.

   - Click to allow any users to unlock nodes.

   - Click corresponding to the group which you want to remove form the "Unlock" permission list, except the group `*:/platform/administrator` and `root`.

## Manage content

### Contribute content

#### Edit mode

When you access a site, by default, the site content is in the published mode and you cannot edit them.

However, each site in eXo Platform has the Edit mode which enables you to edit all content of the current site. When hovering your cursor over content, you can see the Edit icon which enables you to quickly edit this content. You can take advantage of this feature to submit content to a page.

To turn on the Edit mode, hover your cursor over Edit on the Administration bar, then select Content from the drop-down menu.

For Single Content Viewer (SCV), you can see the current state of the content, the Edit Content icon and Preferences icon.

For Content List Viewer (CLV), you can see the current state of the content, the Edit Content icon, the Preferences icon, the Add Content icon and the Manage Content icon.

#### InContext Editing

By using the InContext Editing feature, the process of editing a page becomes more intuitive. This feature allows you to edit content "in context" without using the WYSIWYG editor, and the new content will automatically override old one.

To use InContext Editing, turn on the Edit Mode.

##### Add content

Adding new content by using InContext Editing is enabled for the Content List Viewer (CLV).

1. Turn on the Edit Mode, then hover your cursor over the CLV to which you want to add new content.

2. Click on the CLV.

   You will be directed to the Sites Explorer with a list of content templates for you to select.

   Details:

   Field | Description
   --- | ---
   Free layout web content | This template is a free layout.
   Picture on head layout web content | The site's content is presented in two spaces. One is for inserting an image and the other for editing the site's content. The image will be put at the head of a site.
   | Display the list of the content templates in the List view.
   | Display the list of the content templates in the Thumbnail view.
   | Cancel selecting the content template and back to the previous page.

3. Click one template for your content. Each template has an Info bar on the top of the template.

   Details:

   Field | Description
   --- | ---
   Change Content Type | Select another content types.
   Save | Save the content without closing the content form.
   Save & Close | Save the content and close the content form.
   Close | Close the content form without saving the content.
   | Switch on/off the full-screen mode.

4. Fill all the fields in the form. See the Add a document section to know how to create the different content types.

5. Click Save or Save & Close to save the document.

### Note

The folder, where a document is saved, is the path you have selected in the Preferences section.

##### Edit content

You can edit any content on the homepage for SCV and CLV with InContext Editing. However, for CLV, you only can edit each content in it.

1. Turn on the Edit mode by hovering your cursor over Edit on the Administration bar, then select Content.

2. Hover your cursor over the content you want to edit, and click at the right corner. You will be directed to Sites Explorer with the document form for you to edit.

3. Make changes on the content, then click Save or Save & Close to accept your changes.

4. Click to return to the site. In the Edit mode, your new content will be in the "Draft" state with its visible modifications.

5. Click , or on the Action bar to publish your edited content. Your content is now in the "Published" state.

### Note

You cannot see the edited content in the draft state when you turn off the Edit mode.

##### Manage content

With InContext Editing, you can easily manage a Content List Viewer on the homepage. You can add new content in the CLV, edit, delete an existing content or copy/cut/paste to another CLV and take more actions in the right-click menu.

Add content in the CLV

1. Turn on the Edit mode.

2. Hover your cursor over the CLV which you want to manage on the homepage, and click .

   You will be directed to the Sites Explorer page.

3. Click Add Content on the Action bar.

4. Do the same steps as in the Add Content section.

Do other actions

Right-click specific content in the CLV to open the drop-down menu. From here, you can do many actions as mentioned in the Actions on folders and documents section.

##### Preferences

Preferences enable you to edit content in the Single Content Viewer (SCV) and the Content List Viewer (CLV), reset the display of the content in SCV and CLV and publish content.

Edit the Single Content Viewer

1. Turn on the Edit mode.

2. Select of a Single Content Viewer.

   The Content Detail Preferences dialog appears.

   Details:

   Field | Description
   --- | ---
   Content Selection | Select the path of the content that you want to show by clicking .
   Display Settings | Configure the visibility of Title, Date and Option bar. Show Title: Select this checkbox to display the title of the content. Show Date: Select this checkbox to display the date of the content publication. Show Option Bar: Select this checkbox to display the Option bar which is used to show the print link.
   Print Settings | Show in Page: The content is shown in the page. with: Parameters contain the content path.
   Advanced link: | When clicking this link, the Advanced pane will be shown with two parts. Dynamic Navigation: Allow you to get a parameter to configure the portlet by URL. It means that the URL containing the content path can be dynamically changed. Disable: By default, if the property is set as "Disable", the Advanced pane is closed by default. It means the 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) and the content. 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 the Contextual Content is set to "Enable". Content Visibility: Allow you to use a cache shared between users to get content. If you want to get content, which are displayed in CLV or SCV, from one cache, select Restricted by Authentication. If not, select Restricted by User Roles.

   ### Note

   Hover your cursor over to see a quick help for each section.

3. Click next to the Content Path to select another content. The Select Content dialog appears.

4. Select a folder in the left pane, and its content in the right pane. The selected content will be displayed in the Content Path field.

5. Tick the checkboxes, including Show Title, Show Date and Show Option Bar, if you want to display the content title, the publication date and the print button like the illustration below.

   i. In the Print Setting part, click to open the UIPageselector dialog. You will see Printviewer.

   ii. Click the Print button. The content is opened in the print viewer page.

6. Click Save to save all your changes.

Edit the Content List Viewer

1. Turn on the Edit mode.

2. Select the Preferences icon of a Content List Viewer.

   The Content List Preferences dialog appears.

   Details:

   Field | Description
   --- | ---
   Content Selection | Mode: This mode is to select web content for the 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: Sort content in the List Viewer by Title, Date Created or Date Modified in ascending or descending order.
   Display Settings | Header: The title of all content that is listed in the List Viewer. Template: The template which is used to view the content list. Paginator: The template which is used to view each content in the list. Items per Page: The number of items which will be displayed per page. The following options which can be shown or hidden by ticking or unticking checkboxes respectively. Show Title: Title of each published web content/document. Show Header: Header of each published web content/document. Show Refresh: The Refresh button at the left bottom of the page. Show Image: The illustration of each published web content/document. Show Date: The created date of each published web content/document. Show More Link: The Read more link to read all the content of web content and/or document. Show Summary: The summary of each web content/document. Show Link: The link of web content/document. Show RSS Link: The RSS link of all content of web content/document.
   Advanced link | Dynamic Navigation Disable: The 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 CLV know which really is the path in the current URL. Show in Page: The single content in CLV will be shown in a selected page. You can select any page but should take one with a Content Detail Portlet. The "Dynamic Navigation" is enabled in the Content Detail Portlet 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. Content Visibility: Allow you to use a cache shared between users to get content. If you want to get content, which are displayed in CLV or SCV, from one cache, select Restricted by Authentication. If not, select Restricted by User Roles.

3. Browse the documents or web content of an available site by clicking next to the Folder Path field.

4. If you select the By Folder mode, select an available site on the left, then select a folder that contains content (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 pane, all content in this folder will be listed in the right pane. Click content on the right that you want to add to the content list. There will be a message, informing that you have successfully added it to the Content List. The selected content will be listed in the Content List.

5. Enter a header for the content list in the Header field if you want.

6. Select a template to display the content list in the template list.

7. Tick/Untick your desired options.

8. Click Save to accept your changes.

#### Inline Editing

The Inline Editing mode allows you to edit directly on the page without going to a separate one. By using this mode, you can edit the text in the same location in such an intuitive and convenient manner.

Do the Inline Editing

1. Turn on the Edit mode on the Administration bar.

2. Hover your cursor over the area you want to edit. The editable area will be highlighted.

3. Double-click the area until the Edit area is shown as below.

   In case the hovered area is in the Rich Text format, the Edit area will be displayed with the CKEditor as below. (See more information about CKEditor here.)

4. Make changes on your selected area.

5. Click to accept, or to discard changes.

- After you have made changes on your content, it is only in the Draft state.

- Click to publish the content. Now, your edited content is in the Published state.

#### CKEditor

When using CKEditor to write/edit a document, you can also:

- Insert a portal link to the document.

- Insert a content link to the document.

Insert a portal link

1. Click to open the Insert Portal Link form.

2. Enter the title of the portal in the Title field.

3. Enter the portal URL manually, or you can also click Get portal link to open a page containing all the portals in the same server, then select one that you want.

4. Click Preview to view the portal.

5. Click Save to accept inserting the portal to the document.

Insert a content link

1. Click to open a page.

2. Click the plus before the document name, or click directly the document name in the left pane to show the content in the right pane, or click to upload a file from your local device.

3. Click content that you want to insert to the document.

#### Publication process

After new content has been created, it is saved as draft and you can easily to publish it on your site. The publication process consists of four steps:

Request for Approval --> Approval --> Stage --> Publish

In case you want to publish your content without having the "Approve" or "Publish" right, you first need to send your request for approval.

In case you have the right to approve or publish content, you can yourself publish it with the Stage step immediately.

- Request Approval: When new content is created, it must be approved before publishing by clicking Request Approval on the Action bar of the Sites Explorer or clicking Pending in the Manage Publication form.

- Approve: To approve content, click Approve on the Action bar of the Sites Explorer, or Approved in the Manage Publication.

- Stage: This step allows you to publish content in a period. After selecting the publication schedule for the content, it will be automatically published as the schedule.

  To publish your content just in a stage, click Stage. Then, click From/To to select the start and end dates for publication from a mini-calendar.

  To publish your content forever, you should not set time in the To field.

- Publish: Content will be published when you have completed the Stage step.

  ### Note

  You will see a list of draft content, pending content which are waiting for your approval if you have the approval right, and content that will be published at the bottom of the Sites Explorer. Click your desired content to review, approve or publish.

### Manage content list viewer by query

The Content By Query portlet allows you to collect and display data throughout a workspace by using a query instead of selecting items by a folder or by content.

To use this portlet, first you need to add the Content By Query portlet to a specific page as follows:

1. Drag and drop the Content By Query portlet from the Page Editor --> Applications --> Content to the main pane. You can do this step while creating a new page or editing an existing page or editing the layout of a portal.

2. Edit the Content By Query portlet by hovering your cursor over it, then click to edit the portlet.

   The form with the Edit Mode tab appears.

3. Enter a valid query into the by query field to get data that you want to display.

4. Select a workspace where you want to get data.

5. Click Save to complete adding the Content By Query portlet.

6. Click to quit the Page Editor page and see the displayed data.

### Note

To learn more about fields in the Edit Mode tab, refer to Content List Preferences.

### Content inside categories

In eXo Platform, you can create new content in any folders or directly in a CLV with Incontext Editing. However, to facilitate the content management, categories are usually used to sort and organize documents that makes your desired searches more quickly. Also, creating content inside a category helps you manage and publish them effectively.

After creating a document, you should categorize it by adding it to a category. Otherwise, documents should be created right in a category and links to those documents will be automatically created in the category. In eXo Platform, categories are stored in JCR.

#### Create content inside a category

This section will show you how to create content in a category.

1. Hover your cursor over --> Content --> Sites Explorer on the Administration bar.

   For example, select the acme-category drive as the following illustration.

2. Click the Add Content button to create new content. See the Add a document section to know how to add new content. The new content is a Symlink. To view the content, simply click the Symlink.

### Manage content in Sites Explorer

Web content is a key resource which is used for 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 web content in a specific site.

### Note

Only users who have the right to access the Sites Management drive can do it.

#### Create new web content

This function is used to add new web content to a specific site.

1. Go to the Sites Management drive, then select a site to which you want to add web content.

2. Select the web content folder on the left.

   ### Note

   In this step, you also can add new web content into another folders (documents and media folders) of a site but you are recommended to select the web content folder because:

   Managing web content of a site becomes more easily.

   You only may add new web content in this folder so that you do not need to select web content document in the list of document types. It makes adding new web content more flexibly.

3. Click on the Action bar to open a list of content templates, including Free layout web content, and Picture on head layout web content.

4. Select a template to present the web content by clicking one.

5. Enter values in the fields of the Add New Document form.

6. Click Save or Save & Close to save the content or Close to quit the Add New Document form.

Tabs in the Add New Document form

The Main Content tab

Field | Description
--- | ---
Title | The title of the web content.
Name | The name of the web content that you want to add new.
Language | The language of the web content. At present, eXo Platform 3.5 supports two languages: English and French.
Main Content | The main content that you want to display when publishing this web content.

The Illustration tab allows you to upload an illustration that makes the site's content more attractive.

Details:

Field | Description
--- | ---
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.
Summary | You can give a 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.

Upload an image

1. Browse a list of images on your local device by clicking the Browse... button, then select a specific location.

2. Select an image in the list to upload.

The Advanced tab includes two parts: CSS Data and JS Data.

Details:

Field | Description
--- | ---
CSS Data | Contain the CSS definition to present data in the web content. You can optionally enter CSS data into this field to specify the style.
JS Data | Contain the JS content to make the web content more dynamic after being published. You can optionally enter the JS content in this field.

#### Edit web content

This function is used to edit web content in a specific drive of an existing site.

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 in the left tree or in the right pane. The detailed information of web content will be viewed in the right pane.

3. Click on the Action bar to show the form to edit the selected web content. This form is similar to that of creating a new document.

4. Make changes on current values in the fields of this form.

5. Complete editing the selected web content by clicking Save or Save & Close.

### Note

When you click Edit Document, the web content will be auto-locked for your editing. After finishing, the content is back to the unlock status. You can manage "Locks" in the Unlock a node section.

#### Delete web content

This function is used to remove web content from the web content folder in a specific site's drive.

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

2. Click OK to accept your deletion in the confirmation message.

#### Publish web content

This function helps you publish web content that you have added to a web content folder in Sites Explorer.

See the Publication process section to know how to publish 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.

#### Preferences

This function is used to set up your browsing preferences.

1. Click on the right side of the Sites Explorer portlet.

   The Preferences window will appear.

   Details:

   Field | Description
   --- | ---
   Sort by | Sort nodes in the nodes list by Alphabetic, Type, Created Date, or Modified Date.
   Show Sidebar | Display/Hide the sidebar.
   Enable Drag & Drop | Enable/Disable the "drag and drop" action.
   Nodes Per Page | This number of nodes displayed per page.
   Show Non-document Nodes | Display/Hide nodes that are non–documents.
   Show Referenced Documents | Display/Hide referenced documents.
   Show Hidden Nodes | Display/Hide hidden nodes.
   Query Type | This query type.
   Enable DMS Structure | Display/Hide document nodes in the tree structure.

2. Configure the preferences as required and click Save to set them;

   Or, click Close to quit without submitting changes.

#### Search in Sites Explorer

There are three ways to search for an existing node:

- Quick search.

- Advanced search.

- Search with saved queries

##### Quick search

With the quick search, you can directly type a search term in the search field. All documents, whose keywords are matched with the search term, are retrieved and listed in the Search results form.

1. Enter a keyword into the search text box.

2. Click to perform the search;

   Or, press Enter.

   The search results will be displayed in the right pane.

   The search results are empty if no document contains the search string.

3. Click to view the content containing the keyword;

   Or, click to go to the node that contains the search result.

##### Advanced search

Perform an advanced search

1. Click on the Filter bar.

2. Click to open the Advanced Search form.

The tabs in this form offer different search functions:

- Search by Name

- Search with constraints

- Search by creating a new query

- Search by existing queries

###### Search by Name

Use the Search by Name tab to search nodes by name as follows:

1. Enter the exact name you wish to search in the Content Name field.

2. Click Search.

   Results will return with the message “No result found” if there is no node with the entered name.

   Results will be returned in the Search Results tab if the requested name is found.

###### Search with constraints

This search enables 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.

1. Enter search terms in the A word of phrase in content field.

2. 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).

3. Click Show/Hide Constraint Form to add more constraints.

   A further constraint options window will appear.

   Details:

   Item | Description
   --- | ---
   | You can add more than one constraint with either of two operators (AND and OR).
   | Add a constraint to search by a property with specific values.
   | Add a constraint to search by a property that contains one of the word in the specific string.
   | Add a constraint to search by a property that does not contain the specific string.
   | Add a constraint to search by a duration of date (created, modified).
   | Add a constraint to search by a document type, including File, Article, Podcast, Sample node, File Plan, Kofax).
   | Add a constraint to search by categories.
   | Add a document type.
   | Add a category.

4. Select the constraint operator (AND/OR).

5. Add the required constraints using one of the following methods:

   - Add a constraint for exact values

   - Add a constraint including or excluding values

   - Add a constraint by date

   - Add a constraint by document type

   - Add a constraint by category

6. 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 by clicking .

7. Click Search to launch the search. Results will be displayed in the Search Results tab.

8. Click Save and put a name for this search configuration if you want to save it to use at another time.

###### Methods to add the required constraints

Add a constraint for exact values

1. Tick the checkbox that corresponds to the constraint you want.

2. Enter the property you want to locate, or click .

   A list of possible properties appears.

3. Select a property from the list and click Add. The selected property will populate Property field.

4. Define the property value to search for by entering a value into the Contain Exactly field, or click .

   The Filter Form will appear.

   All pre-existing values for your selected property 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 . The value will populate the Contain Exactly field of the constraints form.

Add a constraint including or excluding values

1. Tick the checkbox corresponding to the Contain or Not Contain constraint, as appropriate.

2. Enter the required property in the Property field, or click (refer to Step 2 in the Add a constraint for exact values section for more information).

3. Enter the required values in the Contain or Not Contain fields.

Add a constraint by date

1. Tick the checkbox beside the field with the drop-down menu (below the Property entries).

2. Define the search condition from the drop-down list (CREATED/MODIFIED).

3. Click in the From field.

   A small calendar will appear.

   Select the date you want to use as a constraint.

4. Repeat the above steps for the To field.

   The selected dates will populate the From and To fields in the Add constraint form.

Add a constraint by document type

1. Tick the checkbox beside the Document Type field.

2. Enter the document type you want to search, or click to open a list of document types.

3. Tick the checkbox corresponding to your desired document type, then click Save.

   The selected document type will populate the Document Type field.

Add a constraint by category

1. Tick the checkbox beside the Category field.

2. Enter the category you want to search, or click for a list of categories.

3. Click that corresponds to your desired category.

   The selected category will populate the Category field.

###### Search by creating a new query

You need a knowledge of the structure of query statements to configure a search using the parameters on the New Query tab.

1. Enter a unique name for this query in the Name field.

2. Select a query type from the drop-down menu: SQL or xPath.

3. Enter a query statement.

4. 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.

###### Search by existing queries

This tab lists all saved search queries that you have access rights to use.

- Click to perform the search. You will see results in the Search Results tab.

- Click to edit the query statement. The query form will appear like when creating a query (see the Search by creating a new query section); however, you cannot edit the name of the saved search.

- Click to delete a query (provided you have the access rights to that query).

##### Search with saved queries

Do the followings to perform a search with saved queries:

1. Click on the sidebar to see the list of existing queries.

   A query list will appear. It contains the sections, including All Articles, Created Documents, CreatedDocumentDayBefore and allArticles.

2. Launch, modify or delete the queries as required (see the Search by creating a new query section for more information).

3. 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.

4. Click the required document or folder name to view or download them.

### Manage content with WebDAV

What is WebDAV?

WebDAV is an abbreviation of Web-based Distributed Authoring and Versioning. It is used to publish and manage files and directories on a remote server. It also enables users to perform 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 the "copy" and "move" actions and the creation of collections (file system directories).

Name Space Management

  This function enables copying and moving webpages within a server's namespace.

Why use WebDAV?

With WebDAV, you can manage content efficiently with the following actions:

- Copy/paste content on your device and have those changes reflected in a host-based website.

- Manipulate actions on a website easily, quickly and flexibly without accessing 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.

#### Use WebDAV in eXo Platform

To use WebDAV in eXo Platform, you first need to have the Internet or Intranet connected. Next, you can follow one of the two following ways:

The first way

You need to connect to the WebDAV server. For example, for Windows XP, do the following steps:

1. Navigate to the My Network Places on your local device. You will see all shared files and folders:

2. Click the Add a network place link on the left to open the Add Network Place Wizard.

3. Click Next to select a network location:

4. Select Choose another network location to create a shortcut.

5. Enter an address into the Internet or network address field.

   For example, the address of the Acme demonstration site is `http://mycompany.com:8080/portal/rest/private/jcr/repository/collaboration/sites/content/live/acme.`

6. Click Next. After a few seconds, a folder named acme on localhost appears in the My Network Places directory.

   Each site managed by WebDAV appears as a folder in this location.

7. Take actions on the content in this folder to administrate the site content remotely.

The second way

This way can be done through Sites Management.

1. Hover your cursor over on the Administration bar, then select Content --> Sites Explorer from the drop-down menu.

2. Click the Drives button, then select Sites Management.

   You will see all sites listed in the left sidebar.

3. Right-click your desired site to view with WebDAV, and select Download and Allow Edition from the menu.

   The selected site will be shown in WebDAV.

   In this view, you can access documents in the directories that are linked to the web server.

#### Add new content to a specific site

This function enables you to copy web content, such as an .html file, from your local device to a web content folder of a site.

1. Access a site via WebDAV (refer to the Use WebDAV in eXo Platform section), then go to a web content folder of the site.

2. 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 the new content is added, it can be viewed as a folder in WebDAV or as a page using a web browser.

#### Delete web content

This function enables site administrators to delete web content files separately or in batches.

1. Navigate to the folder that contains the content you want to remove.

2. Right-click the content files or directories (hold the Ctrl key to select multiple files at once), and select Delete from the drop-down menu.

   The selected files will be removed from the site.

### Manage content with Fast Content Creator

The Fast Content Creator portlet in eXo Platform enables you to quickly create and save a new document with only one template in a specific location without accessing Sites Explorer. This helps you save a lot of time when creating a new document.

There are two modes in Fast Content Creator: Content Creator and Standard Content Creator.

The Standard Content Creator mode allows you to add an action to your document. When Configuring Fast Content Creator, the Edit Mode tab has the Actions part that allows you to add an action to the document and view actions added to the document.

To add an action to a document, click Add or to open the Add Action form. Do the same steps in the Add an action section.

To use the Fast Content Creator portlet, you need to add it to a specific page first by dragging and dropping Content Creator or Standard Content Creator from Page Editor --> Applications --> Forms to the main pane. This can be done when creating a new page or editing an existing page or editing the layout of a portal.

#### Configure Fast Content Creator

In eXo Platform, the Fast Content Creator is applied in the Question? portlet with the Content Creator mode by default. Thus, in this guide, you are instructed how to configure the Fast Content Creator by editing the Question? portlet as an example.

1. Open the Question? page.

2. Hover your cursor over Edit --> Page, then click Layout on the Administration bar.

   The edit page appear.

3. Hover your cursor over the portlet, then click to edit the portlet.

   The form with the Edit Mode tab appears.

   Details:

   Field | Description
   --- | ---
   Location to Save | Select the location to save documents or messages.
   Select Template | Select a template for the document. There are different input fields corresponding to each selected template.
   Custom Save Button | Change the label for the "Save" button.
   Custom Save Message | Change the content of custom message that informs you have just saved a document.
   Redirect | Allow you to redirect the path in the Redirect Path field.
   Redirect Path | Show a path to which you will be directed after clicking OK in the confirmation message.

4. Select a specific location to save documents.

   i. Click to open the Select Location form.

   ii. Select the parent node in the left pane, then click in the Add column to select the child node in the right pane. After being selected, this location will be displayed on the Location to Save field. Created documents will be saved in this location.

5. Select a template which is used to create a new document.

6. Change the label for the Custom Save button, and the content for Custom Save Message.

7. Tick the Redirect checkbox if you want to redirect to the path in the Redirect Path field after clicking OK in the confirmation message.

8. Click Save to finish the configuration of Fast Content Creator. Then, click OK in the notification message to accept your changes.

9. Click Close to quit the form to edit the configuration of Fast Content Creator.

#### Create new content

1. Go to your newly created page.

2. Fill values in all the fields in the page.

3. Click Save to accept creating the new document. A message appears to let you know that the document is created successfully at the location selected in the Location to Save field.

#### View content

After creating a new document by Fast Content Creator, you can view it as follows:

1. Go to Sites Explorer.

2. Select the drive and the path that you established in the configuration of Fast Content Creator. You will see this document.

### Create content templates with Form Builder

### Note

The Form Builder portlet is deprecated in eXo Platform. It remains fully supported for eXo customers, however it will not receive any enhancement and will be removed from the product scope in the future.

The Form Builder portlet allows users to create and edit the template of document types. Documents are stored in the so-called node; therefore, the term "node" and node types are often applied.

To use this porlet, you need to add it to a specific page first by dragging and dropping Form Generator Portlet from Page Editor --> Applications --> Form Generator Portlet to the main pane. This can be done when creating a new page or editing an existing page or editing the layout of a portal.

Create a content template

1. Open the Form Builder portlet.

2. Enter the template name into the Name field which is required.

3. Enter a brief description about the template.

4. Click the Form Builder tab that allows you to set properties for the template. Available components are displayed in the left pane.

5. Click the desired components in the left pane. The selected components will be displayed in the right pane.

6. Click corresponding to the component to move this component up; or click to move the component down.

7. Click corresponding to the component to edit properties of that component. The form to edit properties appears like the illustration below.

   Details:

   Field | Description
   --- | ---
   Field Label | The label of the field.
   Width | The width of the field width.
   | If the checkbox is marked, the asterisk () will appear beside the textbox, indicating that it is required to enter values in this field.
   Height | The height of the field.
   Default Value | Display the default value.
   Guidelines for User | Display instructions about this component.

   After editing the properties of the components, the components look like the below illustration.

   - To delete the component, click corresponding to the component.

   - Click again to hide the form to edit the properties.

8. Click Save to accept creating a new template, or Reset to edit this template again before saving.

   - A message will inform that you have created the template successfully.

   - After the template has been created, you will see it in the content template list when creating content.

### Manage CLV templates in Sites Explorer

This section shows you how to manage templates for CLV in Sites Explorer via the following topics:

- Create a CLV template

- Edit a CLV template

- Delete a CLV template

#### Create a CLV template

1. Access Sites Explorer, then select DMS Administration.

2. Click exo:ecms --> views --> templates --> content-list-viewer --> list.

3. Right-click in the white space, then select Add Content in the menu; or select Add Content on the Action bar.

4. Select File from the content templates list. The form to add the File document appears:

5. Enter all the fields in the form. The fields marked with the asterisk (*) are required.

   In the Mime Type field, select application/x-groovy+html from the drop-down menu.

6. Click Save or Save & Close to accept creating the CLV template.

### Note

See more details about the File document in the Create a new File document section.

#### Edit a CLV template

1. Click exo:ecms --> views --> templates --> content-list-viewer --> list in the DMS Administration drive.

2. Right-click a template that you want to edit, then select Edit from the drop-down menu.

3. Edit your desired fields, then click Save or Save & Close to accept your changes.

#### Delete a CLV template

1. Click exo:ecms --> views --> templates --> content-list-viewer --> list in the DMS Administration drive.

2. Right-click a template that you want to delete, then select Delete from the drop-down menu.

3. Click OK in the confirmation message to accept your deletion.

### Manage Category Navigation

Category Navigation and Parameterized Content List Viewer portlets get rid of long URLs when you view content and enable users to see published documents or web content 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 easily.

Access the Category Navigation portlet

1. Go to News on the Navigation bar.

   - The left pane lists all the categories containing documents or web content.

   - The right pane displays the documents selected in the left pane.

2. Select a category that you want to view on the left. The selected category will be shown on the right (only documents or web content published are shown).

Configure Category Navigation

Administrators can edit the Category Navigation portlet as follows:

1. Open News page on the Navigation bar.

2. Hover your cursor over Edit --> Page --> Layout.

   The page which allows you to edit the Category Navigation portlet will appear.

3. Click to open a form with the Edit Mode tab, allowing you to edit the portlet.

4. Click to select the folder path which restores content you want do display.

5. Edit some fields in the Display Settings part as you want. See more details in the Content List Preferences section.

6. Click the Advanced link to set up some properties for the portlet. See more details here.

7. Click Save to accept saving the configuration for the Category Navigation portlet.

8. Click Close to quit the form.

9. Click on the Page Editor form to finish editing the Category Navigation portlet.

### Note

In the Edit Mode tab, some options are disabled.

### Manage SEO

SEO (Search Engine Optimization) allows you to improve the visibility of your webpages and web content in the major search engines (Google, Yahoo, MSN, Live) via the search results. The higher your website position is in the search engine results page, the more visitors access it. Therefore, it is very important for you to maximize your webpages and content's position in the search engines.

In eXo Platform, the SEO Management feature is featured to meet this target. By using SEO Management, you can easily manage SEO data of web pages and web content and optimize your website for search engines.

Manage the SEO data

1. Open a page or content that you want to edit the SEO data.

2. Open the SEO Management form by hovering your cursor over Edit --> Page --> SEO on the Administration bar.

   Depending on your SEO management for a page or content, the content of the SEO Management form will be different.

   - The SEO Management form for content is as follows.

   - The SEO Management form for a page is as follows.

   Details:

   Field | Description
   --- | ---
   Description | The description of your page/content. This description will be seen in the results list of search engines.
   Keywords | By using these keywords, other users can find out your page/content via search engines.
   Robots | Search engines can access the whole directories on a website, or individual pages, or individual links on a page and list your page/content or not, it depends on your options: INDEX: Allow search engines to index your page/content on the search engine results page. NOINDEX: Restrict search engines from indexing your page/content on the search engine results page. Use this option if you want to keep your page private. FOLLOW: Allow search engines to follow links from your page to find other pages. NOFOLLOW: Restrict search engines from following links from your page to find other pages. Use this option if you want to prevent spam links in comments of blogs, forums and others.
   Sitemap | Allow you to see pages of the sites in the tree-like structure.
   Frequency | Show how often pages are updated on the site. Also, setting your frequency levels tells the search engines which pages should be crawled over other pages. The frequency levels include: Always, Hourly, Daily, Weekly, Monthly, Yearly and Never. If you set "Never" for the frequency level, meaning that this page never gets updated, so search engines will move onto other pages that get updated more frequently.
   Priority | Allow search engines to search the page with the higher priority level first. The acceptable value in this field is from 0 to 1. In which, 0 is the lowest priority level and 1 is the highest.

3. Fill out all the fields in the form.

4. Click Save to finish creating SEO data.

### Note

means that the SEO information is empty.

means that the SEO information has been updated but some information are not filled out yet.

means that the SEO Management form is filled out with the full SEO information.

means that the SEO Management feature is disabled.

### Print content

Users can easily print any content in a site by following these steps:

1. Click Read more to read all the content of a document or of an article in a site.

2. Click the Print button. The Print Preview page will be displayed on another tab.

3. Click Print to print the content of this page, or Close to close this tab without printing.

## Manage newsletters

eXo Platform provides the Newsletters service, aiming at helping users quickly get the updated newsletters from a website.

#### Newsletter viewer

### Note

The Newsletter portlet is deprecated in eXo Platform. It remains fully supported for eXo customers, however it will not receive any enhancement and will be removed from the product scope in the future.

With Newsletters, you can instantly get newsletters from your email to update the last information about categories and subscriptions.

Subscribe your email to get newsletters from eXo Service.

1. Go to Newsletters on the Navigation bar. The Newsletters page will appear.

2. Enter your email address in the Your Email field.

3. Select the checkbox corresponding to the subscription that you want to get newsletters.

4. Click Subscribe. A message informing that you have just subscribed to the selected newsletter will appear.

5. 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 checkbox in the Check to subscribe column.

6. Click Change your subscriptions to update your changes.

7. Click Forget this email if you want to unsubscribe from newsletters.

#### Newsletter Manager

### Note

The Newsletter Manager portlet is deprecated in eXo Platform. It remains fully supported for eXo customers, however it will not receive any enhancement and will be removed from the product scope in the future.

eXo Platform facilitates administrators to easily and quickly manage newsletters.

To use this portlet, you first need to add it to a specific page by dragging and dropping Newsletter Manager from Page Editor to the main pane. This can be done when creating a new page or editing an existing page or editing the layout of a portal.

### Note

In eXo Platform, the Newsletter Manager portlet is put in Page Editor --> Applications --> Newsletter.

Access the page with the Newsletter Manager portlet to open the newsletter page.

##### Manage categories in Newsletter

This section shows you how to manage categories in a Newsletter page, including:

- Add a new category
- Edit a category
- Delete a category
- Manage users

###### Add a new category

1. Click New Category on the Action bar of the Newsletter page. The Create New Category form will appear.

   Details:

   Field | Description
   --- | ---
   Asterisk (*) | This mark next to each field means that it is required to enter values into that field.
   Name | The name of a category.
   Title | The title of a category.
   Description | A brief description of the category.
   Moderator | Select users/groups who have rights to manage this category.

2. Input values into fields.

   i. Select a moderator for a category by clicking next to the Moderator field to open the User Selector form.

   - Click corresponding to a user in the list that you want to select.

   ii. Click to select users in a specific group. The Group selector window will appear.

   - Select a group from the left pane and a membership type from the right pane.

     The membership and group selected will be displayed in the Moderator field.

3. Click Save to accept creating a new category.

   You will see your added category in the list of categories.

   - After creating a category, you can create new subscriptions or newsletters for this category.

   - When clicking the Administration button, you will see a drop-down menu consisting of all actions on this category.

###### Edit a category

1. Select a category that you want to edit.

2. Click Administration --> Edit Category from the drop-down menu.

   The Create New Category form appears.

3. Change the values in the Title and Description fields as required.

   ### Note

   The category name cannot be changed.

4. Click Save to save all changes.

###### Delete a category

1. Select a category that you want to edit.

2. Click Administration, then select Delete Category from the drop-down menu.

3. Click OK in the confirmation message to delete the category.

###### Manage users

Administrators can manage users accounts and activities with actions, such as editing, banning, removing bans, or deleting.

1. Select a category that you want to edit.

2. Select Administration --> Manage Users from the drop-down menu.

   The Manage Users form will appear.

   Details:

   Field | Description
   --- | ---
   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 is not allowed to get email.
   | Ban this user from receiving emails.
   | Remove a ban on a user.
   | Delete the user.

3. Click Close to close the form.

##### Subscriptions

Administrators can add more subscriptions to any category via two ways as follows:

The first way

1. Click New Subscription on the Action bar.

   The Create New Subscription form will appear.

   Details:

   Field | Description
   --- | ---
   Asterisk (*) | This mark next to each field means that it is required to enter values into that field.
   Category | The category which contains this subscription.
   Name | The name of the subscription.
   Title | The title of the subscription.
   Description | The brief description about the subscription.
   Redactor | Select users/groups who have rights to manage this subscription.

2. Click the Category field and select a category from the drop-down menu.

3. Enter the rest of their values in the form.

4. Click Save to create the new subscription.

The second way

1. Click directly the category to which you want to add a new subscription.

2. Click New Subscription on the Action bar.

   The Create New Subscription form pops up.

3. Do the same steps (3, 4) as stated in the first way.

- Administrators can create newsletters for each subscription.

- These newsletters can be opened, edited, deleted or converted to a template for reuse.

Details:

Element | Description
--- | ---
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 newsletter.
Status | There are three types of status: draft, awaiting and sent.
Moderation | This button allows you to take actions on your selected newsletter.

##### Open a newsletter

Administrators can easily view the content of a newsletter as follows:

1. Open the subscription containing the letter you want to open by clicking it or ticking the corresponding checkbox, then select Administration --> Open.

2. Directly click the newsletter;

   Or, select the checkbox corresponding to your desired newsletter, then click Administration --> Open.

   The View Newsletter's Content form pops up.

3. Click Close to exit.

##### Edit a newsletter

1. Select the newsletter you want to edit by ticking the relevant checkbox in a specific subscription.

2. Click , then select Edit from the drop-down menu.

   The Newsletter Entry pops up.

3. Change the values in the fields that you want to edit: Template, Send Date, Category, Subscription.

4. Click the Update a Newsletter's info button.

5. Change values in the Title and Main Content fields.

6. Click Save to save as draft, or click Send.

##### Delete a newsletter

Administrator can delete obsolete newsletters in a specific subscription.

1. Select the newsletter you want to delete by ticking the corresponding checkbox.

2. Click , then select Delete from the drop-down menu.

3. Click OK in the confirmation message to accept your deletion.

##### Convert as template

The administrator can reuse the template of the frequently used newsletter template.

1. Select the newsletter that you want to create as a template.

2. Click , then select Convert As Template from the drop-down menu. For the next time when you create a newsletter, this template will be listed in the Template field in the Newsletter Entry form.

##### Create a newsletter

Each subscription consists of many newsletters. In eXo Platform, you can easily create newsletters by following these steps.

1. Select a subscription where you want to create a newsletter.

2. Click on the Action bar to open the Newsletter Entry form.

   Details:

   Field | Description
   --- | ---
   Template | The template for your newsletter form. Basic Template is set by default.
   Send Date | The date and time to send the 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.

3. Click the Template field to select the template for the newsletter.

4. Click the Send Date field. The calendar will appear, allowing you to select the date and time when you want to send the newsletter.

5. Click the Category and Subscription to select the category and the subscription in the list.

6. 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.

7. Input a title of a newsletter into the Title field.

8. Create content for a newsletter by inputting information into the Main Content textbox.

9. Click Save to save this newsletter as draft, or click Send to send this newsletter.

## Manage workflows

### Note

Two portlets, including Workflow Controller and Workflow Administration, are deprecated in eXo Platform. They remain fully supported for eXo customers, however they will not receive any enhancement and will be removed from the product scope in the future.

Workflow is the movement of documents and/or tasks through a work process. More specifically, workflow is the operational aspect of a work procedure: how tasks are structured, who performs them, what their relative order is, how they are synchronized, how information flows to support the tasks and how tasks are being tracked. As the dimension of time is considered in Workflow, Workflow considers "throughput" as a distinct measure. Workflow problems can be modeled and analyzed using graph-based formalisms like Petri nets.

eXo Platform supports two default processes that are used to request tasks from users:

- Holiday process: This process is used to request a task related to your holiday. If you want to have a holiday in a time interval, you should use this process.

- Pay raise process: This process is used when you want to propose raising your pay.

To perform these processes, you need to add the Workflow Controller portlet to a specific page by dragging and dropping it from Page Editor --> Applications --> Workflow --> Workflow Controller to the main pane. This can be done when creating a new page or editing an existing page or editing the layout of a portal.

### Holiday process

This process is used to request a task related to your holiday. If you want to have a holiday in a time interval, you should use this process.

#### Create a holiday process

1. Select the BP Definition Controller tab to bring up the process list.

2. Open the Task Management form by clicking in accordance with a holiday process that you want to request a task as below.

In which:

- Start (dd/mm/yyyy) is the start date of your holiday.

- End (dd/mm/yyyy) is the end date of your holiday.

In this form, you need to set a time interval in the Start and End field by moving your cursor to each field, then click each field to open the Calendar pop-up.

3. Submit your task by clicking the Submit button. After being submitted, this task will be sent to members of *:/organization/management/executive-board group for waiting to be approved/disapproved or refused.

#### Manage a holiday process

If you are a member of *:/organization/management/executive-board group, you have a responsibility to evaluate received tasks. To take this action, do as follows:

1. Open the Workflow Controller portlet. If there are tasks pending to be evaluated, you will see the task list in Task Controller tab.

2. Click the Manage function in the Action column that corresponds to a task that you want to evaluate. The Task Management form will appear.

You can see the following dialog for more details about this process.

3. Do one of the following actions.

- If you agree with the period proposed by the user in the received task:

i. Click the Approve button on the Task Management form. Automatically, this task will be sent to members of *:/organization/management/human-resources to read it.

Thus, if you are a member of *:/organization/management/human-resources group, you have responsibility to read the approved tasks as below.

ii. Select the Manage function in the Action column to open the Task Management form.

iii. Click the Read button to accept reading the task.

- If you do not agree with the period proposed, click the Disapprove button on the Task Management form. This task will be sent to the creator of this task to modify it again.

  - If the creator agrees to modify the period of time and click the Modify button, this task will be sent to members of *:/organization/management/human-resources again to manage it.

  - If the creator does not agree to modify the period of time and click the Disagree button, the task is not existed.

- If you do not agree with this task, click the Refuse button on the Task Management form. This task will be removed.

### Pay raise process

This process is used when you want to propose raising your pay.

#### Create a pay raise process

1. Select the BP Definition Controller tab to bring up process list.

2. Open the Task Management form by clicking that corresponds to a pay raise process which you want to request a task.

Details:

Field | Description
--- | ---
Amount | The amount of money that you want to request.
Priority | The priority level of this task. It may be: not important, important or critical.
Rewarded | The amount of money that you requested including reward or not.
Reason | The reason why you want to request this amount.

3. Enter values for fields in the form.

4. Click the Submit button to submit your task.

This task will be sent to members of the *:/organization/management/executive-board group that manage it.

#### Manage a pay raise process

If you are a member of *:/organization/management/executive-board group, you have a responsibility to evaluate received tasks. To do this action, do as follows:

1. Go to the Workflow Controller page. If there are tasks which are pending for evaluation, you will see the tasks list in the Task Controller tab.

2. Click the Manage function in the Action column that corresponds to a task which you want to evaluate. The Task Management form will appear.

3. Select one of the followings.

- If you agree with the number that the creator proposes:

i. Input the number that the creator wants in the Grant field.

ii. Click the Grant button. Automatically, this task will be sent to members of *:/organization/management/human-resources to read it.

Thus, if you are a member of the *:/organization/management/human-resources group, you have responsibility to read the approved tasks in the Task Controller tab by *:/organization/management/executive-board as below.

iii. Select the Manage function in the Action column to open the Task Management form.

iv. Click Finish it to accept reading the task.

- If you do not agree with this request, click the Deny button. This request will be removed.

### Upload a process

Besides two default process supported by system, administrators also can upload a new process as follows:

1. Add the Workflow Administration portlet to a specific page by dragging and dropping it from Page Editor --> Applications --> Workflow --> Workflow Administration to the main pane. This can be done when creating a new page or editing an existing page or editing the layout of a portal.

2. Open the Workflow Administration portlet.

3. Click Upload Process to open the Upload Process form.

4. Enter a name for the uploaded process in the Name field.

5. Click the Browse button to select the location which contains the configuration of a new process, then double-click to upload it.

6. Click Save to save the uploaded process.

### View process detail

This function is used to help administrators keep track of process details as follows:

1. Open the Workflow Administration portlet.

2. Click to view requested process list from users as below.

### Note

The completed processes are listed in the Completed tab.

To remove all completed processes from the list in the Completed tab, click the Flush All button, then click OK in the confirmation message.

3. Click corresponding to your desired process to view its details (including all actions from different users on this task). The List Tasks of Instance form will appear.

To delete a process from the requested process list in the Process Detail form, click corresponding to that process.