You can easily manage all the site resources in Content Explorer.
Chose 
in a General drive. All of your created sites and their resources will be listed in the left panel.
All sites contain typical folders that are site resources:
CSS is one of the default files of a site. This folder contains CSS data that is used to present content data in a site and increase that site's accessibility.
CSS
Once a new CSS file is created in a site, it will affect how the site is displayed. For example, if your new CSS file is created with a red background color, the site background will then turn to red.
This folder contains all documents used in a site. When you want to add a new document for a site, you can also put them in another folder, but it is recommended to use this one to manage everything easily and conveniently.
This is one of the default files of a site. This file contains Java Script data that is used to make a site more animated and more dynamic.
This folder contains all documents related to videos, images and sounds. It is divided into three sub folders:
- audio:
This folder contains sound data used in a site.
- images:
This folder contains images used in a site.
- videos:
This folder contains videos used in a site.
This page is used to manage all workspaces, drives, node types, metadata, templates, queries, etc. Only administrators can access the Administration page.
Click → on the administration bar:
The Administration page will appear:
This page gives you to access to the following sub-pages:
Categories and Tags: Manage Categories and Manage Tags.
Content Presentation: Manage Template, Manage Metadata, Manage Views and Manage Drives.
Content Types: Namespace Registry and Manage Node Type.
Advanced Configuration: Manage Queries, Manage Scripts Create an Action Type and Manage Unlocks.
The Manage Tags form allows you to manage tag styles (the appearance of tags in visual representations). A tag's style changes depending on the number of documents with that tag.
Go to → then click on → .
From this page you can add new tags styles or edit existing styles.
To add a new tag style, do the following:
Procedure 5.1. Add a Tag Style
Click the button. The form will appear:
Table 5.1.
Field Details Style name Give the tag name. You cannot edit it. Document Range Give the number of documents that must have this tag for this style to apply. The asterix (*) indicates this is a required value. HTML style Include settings for the font-size, font-weight, color, font-family and text-decoration. The asterix (*) indicates this is a required value. Input values in the fields: Style name, Document range, HTML style, all of which are required.
Click Update to accept adding a new tag style.
Note
The format of valid range must be:
a..bwherea,bare positive integers. You can use*instead ofbto indicate it is unlimited.For example; 0..2 means that 0, one or two documents must be assigned to a tag for this style to apply while 10..* means at least ten documents (with no upper limit) must be assigned for the style to take effect.
The HTML style text box cannot be empty: you can change values of font-size, font–weight, color, font-family, text-decoration.
To edit the existing tags do the following:
Procedure 5.2. Editing existing tabs
Click the pencil icon corresponding to the tag name which you want to edit in the Action column. The Edit tag style configuration form appears like the form to add a tag style.
Change values in the fields and . Do not change the field, as you are editing an existing tag.
Click to save any changes.
To delete a tag style:
Procedure 5.3.
Click the corresponding trash icon,
Click OK in the confirmation message to confirm the deletion.
The Tag permission manager tab helps you set permissions regarding editing and deleting public tags.
Procedure 5.4. Set Permission To Tag Management
Click the
icon beside the Memberships field to select memberships in order to add a permission for those memberships. The Select membership form will appear:
Select a group on the left and the corresponding membership on the right. The selected membership will appear in the Memberships field:
Click to add a permission for the membership to the Memberships column.
To delete memberships permissions:
Procedure 5.5.
Click the trash icon corresponding to that membership.
Click OK in the confirmation message.
Category management can be understood as a classification practice. Categories are used to sort documents, so as to facilitate effective searches.
In this section, the concept of categorization and classification will be referred to with the term taxonomy.
The eXo Content category management system includes adding, editing and deleting a taxonomy tree.
Go to → then click on → .
The Manage Categories form appears.
Click the button to add a new taxonomy. The Add taxonomy tree form will appear.
Enter a name for the tree in the Name field. The asterix (*) denotes this as a required field.
Select the workspace you want to work with.
Select the home path by clicking the plus icon. The form will appear:
Click the tick icon if you want to select the root path or click the arrow icon to go to the up level path. Click the plus sign to expand the folder.
Click the tick icon corresponding to the path that you want to select as a home path.
Click if you want to reset values that have just been selected or to select permissions for a taxonomy tree.
Click the
icon to select a user, the 
icon to select memberships or the 
icon to select everyone in order to set permissions. The user or membership that you have selected will be displayed in the User or Group field.
Then, check at least one of the options below to set rights for the selected user to membership:
- Read Right
The option is to select the Read right or not.
- Add Note Right
The option is to select the Add Node right or not.
- Set Property Right
The option is to select the Set Property right or not.
- Remove Right
The option is to select the Remove right or not.
Click to save all values, or to change values that have just been set.
After clicking , click to go to the next step.
Enter the name for an action of the taxonomy tree in the Name field. This is a required (*) value.
Select values for Life-cycle, NodeTypes, Target workspace, Target path, Affected Node Types. These fields are required (*).
Click to save all values and click to go to the next step.
Considerations
Do not use the following special characters in the Name field like: !,@,#,$,%,&,*,(,).
Do not add a taxonomy which has the same name and level with existing taxonomies in a node.
The taxonomy name must contain fewer than thirty (30) characters.
To edit a taxonomy tree:
Click the
icon that corresponds to the taxonomy tree you want to edit.
Click the
icon in the Action field to add more taxonomy trees. The Edit taxonomy tree will appear:
Enter a taxonomy name in the Taxonomy name field. This field is required (*).
Click to save the taxonomy name.
Click to return to the previous steps.
Click to save all changes and the or if you want to edit more.
Considerations
You can delete a taxonomy by clicking the trash icon corresponding to the taxonomy that you want to delete. Click on the confirmation message to accept deleting this taxonomy, or click Cancel to discard this action.
You cannot delete taxonomies that have been referenced.
When creating a node in eXo Content, you must set its properties. Therefore, 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 system allows users to view, delete or modify the predefined templates or to add a new template.
Procedure 5.6. Add a New Template
Go to → then click → .
Click the button in the Manage Templates form to open the Template form.
Select the template type you require from the Name drop-down menu.
Specify a name for the template in the Label field.
Click the check box if the template you are creating should be used as a template for a document.
Click the icon next to the Permissions field to open the Select Permission dialog.
Select a group from the left panel and the membership from the right panel. Alternatively you can set permission for everyone by clicking the icon next to Any Permission
Select the Dialog tab and enter the value in the Dialog content field.
Select the View tab and enter the value in the Dialog content field.
Select the CSS tab and enter the value in the Dialog content field.
Click the button to create the template.
Procedure 5.7. Edit a Template
Go to → then click on → .
Click the
icon in the Action column corresponding to the template you want to edit.
In the Template tab, you can edit the Label of the Template.
To add a dialog, do the following:
Enter content for this dialog in the Content field.
Enter a name for this dialog. This value is required (*).
Select permissions for a group that can use this dialog. This value is required (*).
To edit an existing dialog, do the following:
Click the
icon in the dialog row you want to edit.
Edit the dialog properties.
Click to accept all changes in the Dialog tab.
To delete an existing dialog, do the following:
Click the
icon in the dialog row you want to edit.
Click OK to continue with deletion.
Note
You cannot delete the default dialog. You must create a new one before you can delete the current default dialog.
To add a view, do the following:
Click the View tab and enter content into the content field.
Enter a name for this view. This field is required (*).
Select permissions for a group that can use this view. This field is required (*).
To edit an existing view, do the following:
Click the
icon in the view row you want to edit.
Edit the view properties.
Click to accept all changes in the View tab.
Notes about Editing Views
You cannot change the view name.
If you click Enable Version checkbox, this view automatically increments one version after you click . It is displayed at version column in the View tab.
If the dialog has at least two versions, in the View tab, it displays the button. You can use to roll back to the previous View.
To delete an existing dialog, do the following:
Click the
icon in the dialog row you want to edit.
Click to continue with deletion.
Click to accept all changes.
Metadata in its simplest form is "data about data". Generally, it may be understood as information that describes, or supplements the central data.
Metadata management allows managing nodes in the metadata format in the eXo Content system. The metadata may be considered as information used to describe the data. When data are provided to the end users, the metadata allow users to understand about information in more details. All metadata nodes can combine with other nodes to create a new node (add mix).
The Manage Views function is used to control view ways of a user. It has three tabs: View, ECM Templates and BC Templates tabs.
To open the Manage View function, go to → then click on → . The Manage View form opens.
Views Tab
On the Views tab you can add, edit, delete or preview views.
Procedure 5.12. Add View
Click the button located at the bottom of the Manage View form.
The Add View form opens.
Specify the name of the view you are creating in the Name field. The name must be unique, and must only contain standard alphanumeric characters.
Select the group from the left panel and the membership from the right panel.
Click the Templates field and select the correct template for this view.
Click to apply all settings and close the form.
Procedure 5.13. Edit a View
Click the
icon in the view row you want to edit.
Edit the view properties.
Notes about Editing Views
You cannot change the view name.
If you click the Enable Version checkbox, this view automatically increments one version after you click . It is displayed at version column in the View tab.
If the dialog has at least two versions, in the View tab, it displays the button. You can use to roll back to the previous View.
Click the button to open the Tab Form tab to add more tabs.
Click the button to add more tabs after the initial tab has been added.
Click the button to apply changes.
Click the button to return to the View Form tab in the Edit View form.
Click to apply all changes in the View tab.
Procedure 5.15. Preview a View
Click the
icon in the Action column of the view you want to preview.
The View Form opens:
Click Close to exit the View Form.
Procedure 5.16. Add a new ECM Template
Select the ECM Templates tab.
Click the button to open the Add ECM Template form.
Enter the content of the template in the Content field.
Enter a name for the template in the Name field.
Select a type for the template in the Template Type field.
Click to accept adding a new template, or click to change values, or to quit without any changes.
Procedure 5.17. Edit a Template
Click the
icon next to the template you want to edit.
Change the current template's properties.
Click to accept all changes.
Template Names
You cannot edit the template name.
If you tick the Enable Version checkbox, this template will automatically increase to one version after you have clicked Save. It is displayed at the Base version column in ECM 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.
Procedure 5.19. Adding a New Template
Click to open the Add BC Template form.
Enter the content for the template in the Content text box. This field is required (*).
Enter the name for the template in the Name field. This field is required (*).
Select the template type from the drop-down box in the Template Type form.
Note
The name must be unique.
The name must not contain special characters like !,@,#,$,%,&,*,(,).
Click to complete adding a new template.
Procedure 5.20. Edit a BC Template
Click the
icon on a template that you want to edit.
Change the current template's properties.
Click to accept all changes.
Uneditable Fields
You cannot edit the template name.
You cannot edit the template type.
If you tick the Enable Version checkbox, this template will automatically increase by one version after you have clicked Save. It is displayed at the Base Version column in ECM 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.
The function supports to manage drives in the File Explorer. It allows adding, editing and deleting drives.
Go to → the go to → .
Click the button in the form to open the form.
Enter a name for the new drive in the field. This field is required (*).
Select a workspace for the drive. There are four available workspaces:
system,collaboration,backup, anddms-system.
Select the home path for the drive by clicking the
icon beside the Home path entry.
Browse for an icon for the workspace by clicking the
icon beside the Workspace icon entry.
Select an icon by clicking the
corresponding to the desired icon file:
Select permissions for groups that have access rights to this drive by clicking the
icon beside the Permissions entry.
Select or deselect the various checkboxes to hide or show the corresponding drive elements:
- Show referenced document
Allows viewing preference documents.
- Show non-document
Allows viewing non-documents.
- Show sidebar
Allows showing the sidebar.
- Show hidden node
Allows showing the hidden nodes.
Select the document type that will be created in this drive:
- Folder
Only nt:folder folders can be created in this drive.
- Unstructured folder
Only nt:unstructured folders can be created in this drive.
Select the Apply Views tab and select the view type you want to be available in the drive:
Click Save to commit the details and create the new drive, Refresh to clear the form or Cancel to abort the operation.
The namespace is a prefix in the node type name. It allows you to create node types without potentially conflicting with existing node types.
The registry helps you manage the namespaces used in the system.
Go to → the click on → to open the Namespace Registry form.
Procedure 5.23. Registering a Namespace
Click the button on the Namespace Registry form to register a new namespace.
Enter a value for the Namespace Prefix field. This field is required (*).
Enter a value for the URI field. This field must be unique. This field is required (*).
Special Characters
The namespace must not contain special characters like !,@,#,$,%,&,*,(,).
Click the icon that corresponds to the node to be reviewed. The View Node Type Information form will appear.
Click to exit this form.
Procedure 5.24. Add Node Type
Open the Add/Edit Node Type Definitions form by clicking the button on the Manage Node Type form.
Select a namespace for the node.
Enter a name in the Node type name field. This field is mandatory and its value must be unique.
Special Characters
The name must not contain special characters like !,@,#,$,%,&,*,(,).
Select a value for the Is mixin type field.
True: this node ismixintype.False: this node is notmixintype.
Select a value for the Orderable child nodes field:
True: child nodes are ordered.False: child nodes are not ordered.
Enter a value for the Primary item name field.
Super Types: Click the button to add more parent types.
Property definitions: lists all definition names of Property tab.Child node definitions: lists all definition names of Child node tab.Click to accept adding a new node type, or to save this node type as a draft, or to quit.
Procedure 5.25. Export Node Types
Open the Export Node Types form by clicking the button on the Manage Node Type Form.
Click if you do not want to export all node types. After clicking , this button becomes the button.
Select nodes that you want to export by ticking the checkboxes.
Click the button in this form.
Select the location in your computer to save the exported node.
Important
You must select at least one node type to be exported. If you do not want to export the node, click to quit this pop-up.
Procedure 5.26. Import Node Types
Open the Import Node Type from XML file form by clicking the button on the Manage Node Type form.
Click the button to upload a file.
Important
You must upload an XML file. This file is in the node type's format.
Click the button.
Note
If you want to upload a different file, click the
icon to delete the file which has just been uploaded, then upload other files.
Tick the checkboxes corresponding to the nodes that you want to import.
Click the Import button to complete importing a node type.
This function enables you to manage queries. It allows adding, editing and deleting queries.
Go to → → .
Procedure 5.27. Add a new query
Open the Add Query form by clicking the button in the Manage Queries form.
Enter a query name for the Name field.
Select the query type:
- Xpath
XML Path Language is a language for selecting nodes. For example,
/jcr:root/Documents/Live.- SQL
Structured Query Language is a database computer language.
Enter the statement for query. The name of node type must be unique.
Check or uncheck the Enable cache results option. If you tick this checkbox, for the fist time you use this query to search, the result will be cached. For the second time you search using this query, it will show the cached results. After 45minutes, the cache will be removed.
Example 5.1.
You have the query
Testwith the statement//element (*, nt:file).In the File Explorer, you have a
nt:filedocument namedFile1.When you execute the query
Test, only theFile1document will be shown.You create a
nt:filedocument namedFile2and execute queryTest, only documentFile2document will be listed.After 45 minutes, the cache will be removed. When you execute the query
Test, the documentsFile1andFile2will be listed.
Select permissions for a group that can use this query by clicking the
icon.
Click Save to add the new query.
The function enables users to manage all script codes in the ECM and Browser Content system.
Go to → then go to → .
Table 5.2. Manage Scripts Form
| Field | Details |
|---|---|
| ECM Scripts | These scripts are used in eXo Content. |
| BC Scripts | These scripts are used in Content Browser. |
Procedure 5.30. Add a new script in ECM
Select the ECM Scripts tab in the Manage Scripts form.
Click the Add button to open the Add/Edit script form:
Enter a value for the Script content field.
Enter a name in the Script name field.
The script name must be unique.
The name must not contain special characters such as !,@,#,$,%,&,*,(,).
Click Save to adding the new script.
Procedure 5.31. Edit an ECM script
To edit an ECM script, do the following:
In the ECM Scripts tab, click the
icon that corresponds to the script that you want to edit. The Add/Edit script form will appear:
Edit the properties in this form.
Click Save to save all changes.
Procedure 5.32. Delete an ECM script
To delete an ECM script, do the following:
In the ECM Scripts tab, click the
icon on the script that you want to delete. A confirmation message will appear.
Click OK to delete this script or Cancel to discard this action.
Procedure 5.33. Add a BC script
To add a BC script, do the following:
In the Manage Scripts, select the BC Scripts tab.
Click Add to open the Add/Edit script form:
Enter the script in the Script content field.
Enter a name into the Name field.
Click Save to finish adding the new script.
All locked nodes are listed and managed by administrators in the Administration page.
There are two ways that administrators can unlock nodes:
The unlock nodes in the right-click menu of Content Explorer.
Manage Unlocks in the Administration page.
Procedure 5.36. Manage Unlocks
Go to → on the navigation bar. Then go to → .
In the Locked Node tab on the right panel, administrators can unlock nodes by clicking the
icon that corresponds to nodes which need to be unlocked. The unlocked nodes will disappear from the locked node list.
Administrators can manage and add the unlock permission for another group and users in the Manage Lock tab.
Select the group on the left-hand Select group panel and the corresponding membership on the right-hand Select membership panel. The selected group will be listed in the Group and Users column. However, administrators can also click the
icon if they want to allow any users to unlock nodes.
To remove the unlock permission of groups, click the
icon that corresponds to the group in order to remove them form the Unlock permission list except the group *:/platform/administratorandroot.
This function allows managing of all action nodes in the eXo Content.
Procedure 5.37. Create an Action Type
Go to → on the navigation bar. Then go to → .
Click the Add button to open the Action Type Form form:
Select the action type.
Enter a name for the action.
Check or uncheck the is Action Move option: the action will have the
exo:moveproperty or not depending on the status of this switch.Select an execute for the Execute field.
The Variables field allows creating multi-values for action. If you want to add more values for action, click the
icon. Alternatively, click the icon to delete a value.
Click Save to the new action type.