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<section id="sect-User_Guide-Categories_and_Tags">
    <title>Categories and Tags</title>
<para>This section is divided into 2 sub-topics:</para>
<itemizedlist>
<listitem>
<para>
<link linkend='sect-User_Guide-Categories_and_Tags-Manage_Tags'>Manage tags</link>
</para>
</listitem>
<listitem>
<para>
<link linkend='sect-User_Guide-Categories_and_Tags-Manage_Taxonomy'>Manage categories</link>
</para>
</listitem>
</itemizedlist>
    <section id="sect-User_Guide-Categories_and_Tags-Manage_Tags">
        <title>Manage tags</title>
        <para>
            The
            <emphasis role="bold">Manage Tags</emphasis>
            function enables you to manage tag styles. The tag styles will change, depending on the number of documents
            in a tag.
        </para>
        <para>
            By selecting <emphasis role="bold">Categories &amp; Tags --> Manage Tags</emphasis>, you will be directed to the <emphasis role="bold">Manage Tags</emphasis> page as below:
        </para>
        <mediaobject>
            <imageobject role="html">
                <imagedata fileref="images/ManageTag.png" format="PNG" align="center"/>
            </imageobject>
            <imageobject role="fo">
                <imagedata fileref="images/ManageTag.png" format="PNG" align="center" width="150mm" scalefit="1"/>
            </imageobject>
        </mediaobject>
		<para>Here, you can perform the following actions:</para>
        <itemizedlist>
        <listitem>
        <para>
        <link linkend='sect-User_Guide-Manage_Tags-Add_a_tag_style'>Add a tag style</link>
        </para>
		</listitem>
		<listitem>
        <para>
        <link linkend='sect-User_Guide-Manage_Tags-Edit'>Edit a tag style</link>
        </para>
		</listitem>
		<listitem>
        <para>
        <link linkend='sect-User_Guide-Manage_Tags-Delete_a_tag_style'>Delete a tag style</link>
        </para>
		</listitem>
		<listitem>
        <para>
        <link linkend='sect-User_Guide-Manage_Tags-Tag_Permission_Manager'>Set permissions on public tags</link>
        </para>
		</listitem>
		</itemizedlist>
        <section id="sect-User_Guide-Manage_Tags-Add_a_tag_style">
         <title>Add a tag style</title>
            <procedure>
                <step>
                    <para>
                        Click the
                        <emphasis role="bold">Add Style</emphasis>
                        button. The
                        <emphasis role="bold">Edit Tag Style Configuration</emphasis>
                        form will appear.
                    </para>
                    <mediaobject>
                        <imageobject role="html">
                            <imagedata fileref="images/editstyletagconfig.png" format="PNG" align="center"/>
                        </imageobject>
                        <imageobject role="fo">
                            <imagedata fileref="images/editstyletagconfig.png" format="PNG" align="center" scalefit="1"
                                       width="100mm"/>
                        </imageobject>
                    </mediaobject>
                    <para>
                        <emphasis role="bold">Details:</emphasis>
                    </para>
                    <table>
                        <tgroup cols="2">
                            <thead>
                                <row>
                                    <entry>Field</entry>
                                    <entry>Description</entry>
                                </row>
                            </thead>
                            <tbody>
                                <row>
                                    <entry>
                                        <emphasis role="bold">Asterisk (*)</emphasis>
                                    </entry>
                                    <entry>This mark next to each field means that it is required to input values.
                                    </entry>
                                </row>
                                <row>
                                    <entry>
                                        <emphasis role="bold">Style Name</emphasis>
                                    </entry>
                                    <entry>Give the tag name which cannot be edited.</entry>
                                </row>
                                <row>
                                    <entry>
                                        <emphasis role="bold">Document Range</emphasis>
                                    </entry>
                                    <entry>Give the number of document assigned to a tag.</entry>
                                </row>
                                <row>
                                    <entry>
                                        <emphasis role="bold">HTML Style</emphasis>
                                    </entry>
                                    <entry>Include font-size, font-weight, color, font-family, and text-decoration.</entry>
                                </row>
                            </tbody>
                        </tgroup>
                    </table>
                </step>
                <step>
                    <para>
                        Input values in the fields:
                        <emphasis role="bold">Style Name, Document Range,</emphasis> and <emphasis role="bold">HTML Style.</emphasis>
                    </para>
                </step>
                <step>
                    <para>
                        Click
                        <emphasis role="bold">Update</emphasis>
                        to accept adding a new tag style.
                    </para>
                </step>
            </procedure>
            <note>
                <para>
                    The format of valid range must be: a..b where &apos;a&apos;, &apos;b&apos; are positive
                    integers. You can use * instead of &apos;b&apos; 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).
                </para>
                <para>
                    The &apos;HTML style&apos; textbox cannot be empty. You can change values of font-size,
                    font–weight, color, font-family, and text-decoration.
                </para>
            </note>
        </section>
        <section id="sect-User_Guide-Manage_Tags-Edit">
            <title>Edit a tag style</title>
            <para>
                The
                <emphasis role="bold">Tag Manager</emphasis>
                tab enables you to edit the existing tags.
            </para>
            <citetitle>
            <para xml:id="proc-User_Guide-Edit-Editing_existing_tabs">
                <emphasis role="bold">Edit an existing tag</emphasis>
            </para>
            </citetitle>
            <procedure>
                <step>
                    <para>
                        Click
                        <inlinemediaobject>
                            <imageobject>
                                <imagedata fileref="images/editicon4.png" format="PNG" width="4mm" scalefit="1"/>
                            </imageobject>
                            <textobject>
                                <phrase>pencil</phrase>
                            </textobject>
                        </inlinemediaobject>
                        corresponding to the tag name which you want to edit in the
                        <emphasis role="bold">Action</emphasis>
                        column to edit the tag style configuration. The
                        <emphasis role="bold">Edit Tag Style Configuration</emphasis>
                        form appears which is similar to that of adding a tag style.
                    </para>
                </step>
                <step>
                    <para>
                        Change values in the fields, including <emphasis role="bold">Document Range</emphasis> and <emphasis role="bold">HTML Style</emphasis>, except <emphasis role="bold">Style
                        Name.</emphasis>
                    </para>
                </step>
                <step>
                    <para>
                        Click
                        <emphasis role="bold">Update</emphasis>
                        to save new changes.
                    </para>
                </step>
            </procedure>
        </section>
        <section id="sect-User_Guide-Manage_Tags-Delete_a_tag_style">
            <title>Delete a tag style</title>
            <para>To delete one tag style, simply click the corresponding
                <emphasis role="bold">Delete</emphasis>
                icon and select
                <emphasis role="bold">OK</emphasis>
                in the confirmation to accept your deletion.
            </para>
        </section>
        <section id="sect-User_Guide-Manage_Tags-Tag_Permission_Manager">
            <title>Set permissions on public tags</title>
            <para>
                The
                <emphasis role="bold">Tag Permission Manager</emphasis>
                tab helps you set permissions regarding to editing and deleting public tags.
            </para>
            <mediaobject>
                <imageobject role="html">
                    <imagedata fileref="images/tagpermissionmanager.png" format="PNG" align="center"/>
                </imageobject>
                <imageobject role="fo">
                    <imagedata fileref="images/tagpermissionmanager.png" format="PNG" align="center" width="150mm"/>
                </imageobject>
            </mediaobject>
            <citetitle>
            <para xml:id="proc-User_Guide-Tag_Permission_Manager-Set_Permission_To_Tag_Management">
                <emphasis role="bold">Set Permission To Tag Management</emphasis>
            </para>
            </citetitle>
            <procedure>
                <step>
                    <para>
                        Click
                        <inlinemediaobject>
                            <imageobject>
                                <imagedata fileref="images/userpermissionbutton.png" format="PNG" width="4mm" scalefit="1"/>
                            </imageobject>
                            <textobject>
                                <phrase>"Select user"</phrase>
                            </textobject>
                        </inlinemediaobject>
                        beside the
                        <emphasis role="bold">Memberships</emphasis>
                        field to select memberships to add a permission to those memberships. The
                        <emphasis role="bold">Select Membership</emphasis>
                        form will appear.
                    </para>
                    <mediaobject>
                        <imageobject role="html">
                            <imagedata fileref="images/selectmembership.png" format="PNG" align="center"/>
                        </imageobject>
                        <imageobject role="fo">
                            <imagedata fileref="images/selectmembership.png" format="PNG" align="center" width="100mm" scalefit="1"/>
                        </imageobject>
                    </mediaobject>
                </step>
                <step>
                    <para>
                        Select a group on the left and the corresponding membership on the right. The selected
                        membership will appear in the
                        <emphasis role="bold">Memberships</emphasis>
                        field.
                    </para>
                </step>
                <step>
                    <para>
                        Click
                        <emphasis role="bold">Save</emphasis>
                        to accept adding a permission for the membership to the
                        <emphasis role="bold">Memberships</emphasis>
                        column.
                    </para>
                    <mediaobject>
                        <imageobject role="html">
                            <imagedata fileref="images/managemembership.png" format="PNG" align="center"/>
                        </imageobject>
                        <imageobject role="fo">
                            <imagedata fileref="images/managemembership.png" format="PNG" align="center" width="150mm"/>
                        </imageobject>
                    </mediaobject>
                    <para>
                        You can also delete memberships that have permissions by clicking
                        <inlinemediaobject>
                            <imageobject>
                                <imagedata fileref="images/Delete_icon.png" format="PNG" scalefit="1" width="4mm"/>
                            </imageobject>
                        </inlinemediaobject>
                        regarding to that membership, then click
                        <emphasis role="bold">OK</emphasis>
                        in the confirmation message.
                    </para>
                </step>
            </procedure>
        </section>
    </section>
    <section id="sect-User_Guide-Categories_and_Tags-Manage_Taxonomy">
        <title>Manage categories</title>
        <para>
            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.
        </para>
        <para>
            By selecting <emphasis role="bold">Categories &amp; Tags --> Manage Categories</emphasis>, you will be directed to the <emphasis role="bold">Manage Categories</emphasis> page as below:
        </para>
        <mediaobject>
            <imageobject role="html">
                <imagedata fileref="images/manage_taxonomy_trees.png" format="PNG" align="center"/>
            </imageobject>
            <imageobject role="fo">
                <imagedata fileref="images/manage_taxonomy_trees.png" format="PNG" align="center" width="150mm"/>
            </imageobject>
        </mediaobject>
        <para>Here, you can do the following actions:</para>
		<itemizedlist>
			<listitem>
			<para>
			<link linkend='sect-User_Guide-Categories_and_Tags-Add_a_Taxonomy_Tree'>Add a category tree</link>
			</para>
			</listitem>
			<listitem>
			<para>
			<link linkend='sect-User_Guide-Categories_and_Tags-Edit_a_Taxonomy_Tree'>Edit a category tree</link>
			</para>
			</listitem>
		</itemizedlist>
<section id="sect-User_Guide-Categories_and_Tags-Add_a_Taxonomy_Tree">
        <title>Add a category tree</title>

        <procedure>
            <step>
                <para>
                    Click the
                    <emphasis role="bold">Add Category Tree</emphasis>
                    button to add a new category. The
                    <emphasis role="bold">Add Category Tree</emphasis>
                    form will appear.
                </para>
                <mediaobject>
                    <imageobject role="html">
                        <imagedata fileref="images/add_taxonomy_tree.png" format="PNG" align="center"/>
                    </imageobject>
                    <imageobject role="fo">
                        <imagedata fileref="images/add_taxonomy_tree.png" format="PNG" align="center" width="100mm" scalefit="1"/>
                    </imageobject>
                </mediaobject>
            </step>
            <step>
                <para>
                    Enter the category tree name in the
                    <emphasis role="bold">Name</emphasis>
                    field which is required.
                </para>
            </step>
            <step>
                <para>
                    Select the workspace you want to work with.
                </para>
            </step>
            <step>
                <para>
                    Select the home path by clicking
                    <inlinemediaobject>
                        <imageobject>
                            <imagedata fileref="images/Plus_tree_icon.png" format="PNG" scalefit="1" width="3mm"/>
                        </imageobject>
                    </inlinemediaobject>
                    . The
                    <emphasis role="bold">Select Home Path</emphasis>
                    form will appear.
                </para>
                <mediaobject>
                    <imageobject role="html">
                        <imagedata fileref="images/select_home_path.png" format="PNG" align="center"/>
                    </imageobject>
                    <imageobject role="fo">
                        <imagedata fileref="images/select_home_path.png" format="PNG" align="center" width="100mm" scalefit="1"/>
                    </imageobject>
                </mediaobject>
                <itemizedlist>
                    <listitem>
                <para>
                    Click
                    <inlinemediaobject>
                        <imageobject>
                            <imagedata fileref="images/Select_path_icon.png" format="PNG" scalefit="1" width="3mm"/>
                        </imageobject>
                    </inlinemediaobject>
                    next to <emphasis role="bold">Root Path</emphasis> if you want to select the root path or;
                </para>
                    </listitem>
                    <listitem>
                        <para> Click the arrow icon to go to the up level path and click the
                    plus sign to expand the folder in the left pane.</para>
                        <para>
                    Click
                    <inlinemediaobject>
                        <imageobject>
                            <imagedata fileref="images/Select_path_icon.png" format="PNG" scalefit="1" width="3mm"/>
                        </imageobject>
                    </inlinemediaobject>
                    corresponding to the path that you want to select as a home path.
                </para>
                    </listitem>
                </itemizedlist>
            </step>
            <step>
                <para>
                    Click
                    <emphasis role="bold">Reset</emphasis>
                    if you want to reset values that have just been selected or
                    <emphasis role="bold">Next</emphasis>
                    to select permissions for a category tree.
                </para>
                <mediaobject>
                    <imageobject role="html">
                        <imagedata fileref="images/taxonomy_permissions.png" format="PNG" align="center"/>
                    </imageobject>
                    <imageobject role="fo">
                        <imagedata fileref="images/taxonomy_permissions.png" format="PNG" align="center" width="100mm" scalefit="1"/>
                    </imageobject>
                </mediaobject>
                <para> <emphasis role="bold">i.</emphasis>
                    Click
                    <inlinemediaobject>
                        <imageobject>
                            <imagedata fileref="images/usericon.png" format="PNG" width="3mm" scalefit="1"/>
                        </imageobject>
                        <textobject>
                            <phrase>"Select user"</phrase>
                        </textobject>
                    </inlinemediaobject>
                    to select a user or
                    <inlinemediaobject>
                        <imageobject>
                            <imagedata fileref="images/grouppermission.png" format="PNG" width="4mm" scalefit="1"/>
                        </imageobject>
                        <textobject>
                            <phrase>"Select memberships"</phrase>
                        </textobject>
                    </inlinemediaobject>
                    to select memberships or
                    <inlinemediaobject>
                        <imageobject>
                            <imagedata fileref="images/alluserpermission.png" format="PNG" width="4mm" scalefit="1"/>
                        </imageobject>
                        <textobject>
                            <phrase>"Select everyone"</phrase>
                        </textobject>
                    </inlinemediaobject>
                    to select everyone to set permissions. The user or membership that you have just selected will be
                    displayed in the
                    <emphasis role="bold">User or Group</emphasis>
                    field.
                </para>
                <para><emphasis role="bold">ii.</emphasis>
                    Check at least one of these below options to set rights for the selected user to membership:
                </para>
                <table>
                    <tgroup cols="2">
                        <thead>
                            <row>
                                <entry>Field</entry>
                                <entry>Description</entry>
                            </row>
                        </thead>
                        <tbody>
                            <row>
                                <entry>
                                    <emphasis role="bold">Read Right</emphasis>
                                </entry>
                                <entry>Select the
                                    <emphasis role="bold">Read</emphasis>
                                    right or not.
                                </entry>
                            </row>
                            <row>
                                <entry>
                                    <emphasis role="bold">Add Note Right</emphasis>
                                </entry>
                                <entry>Select the
                                    <emphasis role="bold">Add Node</emphasis>
                                    right or not.
                                </entry>
                            </row>
                            <row>
                                <entry>
                                    <emphasis role="bold">Set Property Right</emphasis>
                                </entry>
                                <entry>Select the
                                    <emphasis role="bold">Set Property</emphasis>
                                    right or not.
                                </entry>
                            </row>
                            <row>
                                <entry>
                                    <emphasis role="bold">Remove Right</emphasis>
                                </entry>
                                <entry>Select the
                                    <emphasis role="bold">Remove</emphasis>
                                    right or not.
                                </entry>
                            </row>
                        </tbody>
                    </tgroup>
                </table>
            </step>

            <step>
                <para>
                    Click
                    <emphasis role="bold">Save</emphasis>
                    to save all values, or
                    <emphasis role="bold">Reset</emphasis>
                    to change values that have just been set. After clicking <emphasis role="bold">Save</emphasis>, click
                    <emphasis role="bold">Next</emphasis>
                    to go to the next step.
                </para>
                <mediaobject>
                    <imageobject role="html">
                        <imagedata fileref="images/action_gimme.png" format="PNG" align="center"/>
                    </imageobject>
                    <imageobject role="fo">
                        <imagedata fileref="images/action_gimme.png" format="PNG" align="center" width="100mm" scalefit="1"/>
                    </imageobject>
                </mediaobject>
            </step>
            <step>
                <para>
                    Enter the name for an action of the category tree in the
                    <emphasis role="bold">Name</emphasis>
                    field which is required.
                </para>
            </step>
            <step>
                <para>
                    Select values for
                    <emphasis role="bold">Lifecycle, Node Types, Target Workspace, Target Path, Affected Node Types
                    </emphasis>
                    which are required.
                </para>
            </step>
            <step>
                <para>
                    Click
                    <emphasis role="bold">Save</emphasis>
                    to save all values, then select
                    <emphasis role="bold">Next</emphasis>
                    to go to the next step.
                </para>
            </step>
        </procedure>
        <note>
            <para>
                Do not input some special characters into the
                <emphasis role="bold">Name</emphasis>
                field, such as: !,@,#,$,%,&amp;,*,(,).
            </para>
            <para>
                Do not add a category which has the same name and level with existing taxonomies in a node.
            </para>
            <para>
                The category name must contain less than 30 characters.
            </para>
        </note>
    </section>
    <section id="sect-User_Guide-Categories_and_Tags-Edit_a_Taxonomy_Tree">
        <title>Edit a category tree</title>
        <procedure>
            <step>
                <para>
                    Click
                    <inlinemediaobject>
                        <imageobject>
                            <imagedata fileref="images/editicon4.png" format="PNG" width="4mm" scalefit="1"/>
                        </imageobject>
                        <textobject>
                            <phrase>pencil</phrase>
                        </textobject>
                    </inlinemediaobject>
                    corresponding to the category tree you want to edit.
                </para>
                <mediaobject>
                    <imageobject role="html">
                        <imagedata fileref="images/edittaxonomytree.png" format="PNG" align="center"/>
                    </imageobject>
                    <imageobject role="fo">
                        <imagedata fileref="images/edittaxonomytree.png" format="PNG" align="center" width="100mm" scalefit="1"/>
                    </imageobject>
                </mediaobject>
            </step>
            <step>
                <para>
                    Click
                    <inlinemediaobject>
                        <imageobject>
                            <imagedata fileref="images/blueplusicon.png" format="PNG" width="4mm" scalefit="1"/>
                        </imageobject>
                        <textobject>
                            <phrase>plus</phrase>
                        </textobject>
                    </inlinemediaobject>
                    in the
                    <emphasis role="bold">Add</emphasis>
                    column to add more category trees. The
                    <emphasis role="bold">Edit Category Tree</emphasis>
                    form will appear.
                </para>
                <mediaobject>
                    <imageobject role="html">
                        <imagedata fileref="images/edittaxonomytree2.png" format="PNG" align="center"/>
                    </imageobject>
                    <imageobject role="fo">
                        <imagedata fileref="images/edittaxonomytree2.png" format="PNG" align="center" width="100mm" scalefit="1"/>
                    </imageobject>
                </mediaobject>
            </step>
            <step>
                <para>
                    Enter a category name in the
                    <emphasis role="bold">Category Name</emphasis>
                    field which is required.
                </para>
            </step>
            <step>
                <para>
                    Click
                    <emphasis role="bold">Save</emphasis>
                    to save the category name.
                </para>
            </step>
            <step>
                <para>
                    Click
                    <emphasis role="bold">Previous</emphasis>
                    to return to the previous steps.
                </para>
            </step>
            <step>
                <para>
                    Click
                    <emphasis role="bold">Save</emphasis>
                    to save all changes, or
                    <emphasis role="bold">Previous</emphasis>
                    or
                    <emphasis role="bold">Next</emphasis>
                    if you want to edit more.
                </para>
            </step>
        </procedure>
        <note>
            <para>
                You can delete a category by clicking
                <inlinemediaobject>
                    <imageobject>
                        <imagedata fileref="images/Delete_icon.png" format="PNG" scalefit="1" width="4mm"/>
                    </imageobject>
                </inlinemediaobject>
                corresponding to the category that you want to delete. Click
                <emphasis role="bold">OK</emphasis>
                in the confirmation message to accept your deletion.
            </para>
            <para>
                You cannot delete categories that have been referenced.
            </para>
        </note>
    </section>
    </section>
</section>
