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Contents
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Documents
Conventions
1
Introduction
1.1
About This Guide
1.2
What's New
1.3
Understanding the Content Server System
1.3.1
Purpose of Content Server
1.3.2
Users Types
1.4
Administration Applications
1.4.1
Running Administration Applications as Applets
1.4.2
Running Administration Applications in Stand-alone Mode
1.4.2.1
On Windows Systems
1.4.2.2
On UNIX Systems
2
Managing Repository Content
2.1
Creating Content Types
2.1.1
About Content Types
2.1.2
Working with Content Types
2.1.2.1
Creating a New Content Type
2.1.2.2
Editing a Content Type
2.1.2.3
Deleting a Content Type
2.2
Native Content Conversion
2.2.1
About Native File Conversion
2.2.2
Identifying MIME Types
2.2.3
Native Applications and Content Conversions
2.2.4
Associating File Types with Conversion Programs
2.3
Managing Content Fields
2.3.1
About Custom Fields
2.3.1.1
About Application Fields
2.3.1.2
About Metadata Fields
2.3.2
Managing Custom Fields
2.3.2.1
Adding a Metadata Field
2.3.2.2
Editing a Metadata Field
2.3.2.3
Adding or Editing an Application Field
2.3.2.4
Defining an Option List
2.3.2.5
Updating the Database
2.3.2.6
Rebuilding the Search Index
2.4
Managing Content Revisions
2.4.1
About Repository Manager
2.4.2
Managing Revisions
2.4.2.1
About Displaying Revisions
2.4.2.2
Displaying Revisions with the Filter
2.4.2.3
Changing the Default Sort Order of the Opening Query
2.4.3
Managing Content
2.4.3.1
Adding a New Content Item
2.4.3.2
Viewing Content Metadata
2.4.3.3
Updating Content Metadata
2.4.3.4
Reviewing Expired Content from Repository Manager
2.4.3.5
Automating Notification of Expiration
2.4.4
Managing Revisions
2.4.4.1
Adding a New Revision
2.4.4.2
Checking Out a Revision
2.4.4.3
Undoing a Revision Checkout
2.4.4.4
Resubmitting a Revision for Conversion
2.4.4.5
Deleting a Revision
2.4.4.6
Deleting All Revisions of a Content Item
2.4.5
Managing Workflow Revisions
2.4.5.1
Approving a Revision in a Workflow
2.4.5.2
Rejecting a Revision in a Workflow
2.5
Subscribing Content to Users
2.5.1
About Subscriptions
2.5.1.1
Subscription Methods
2.5.1.2
Subscription Assignment
2.5.2
Managing Subscriptions
2.5.2.1
Adding a Criteria Subscription
2.5.2.2
Specifying Subscription Criteria
2.5.2.3
Adding Users to a Subscription
2.5.2.4
Unsubscribing Users from a Content Revision
2.5.2.5
Editing a Criteria Subscription
2.5.2.6
Viewing Subscription Information
2.5.2.7
Deleting a Criteria Subscription
2.6
Managing Linked Content with Link Manager
2.6.1
About Managed Links
2.6.1.1
Link Extraction Process
2.6.1.2
File Formats and Conversion
2.6.1.3
Link Status
2.6.2
Configuring Link Manager
2.6.2.1
AllowForceDelete
2.6.2.2
HasSiteStudio
2.6.2.3
LkRefreshBatchSize
2.6.2.4
LkRefreshErrorsAllowed
2.6.2.5
LkRefreshErrorPercent
2.6.2.6
LkRefreshErrorThreshold
2.6.2.7
LkDisableOnRebuild
2.6.2.8
LkDisallowConversionFormats
2.6.2.9
LkReExtractOnRebuild
2.6.2.10
LkIsSecureSearch
2.6.3
Managing Links
2.6.3.1
LinkManagerPatterns Table
2.6.3.2
Examples of Link Patterns and Customization
2.6.4
Link Manager Database Tables
2.6.4.1
ManagedLinks Table
2.6.4.2
LinkReferenceCount Table
2.6.5
Link Manager Filters
2.6.5.1
extractLinks Filter
2.6.5.2
linkParseService Filter
2.6.5.3
sortAndDecodeLinks Filter
2.6.6
Site Studio Integration
2.6.6.1
Types of Site Studio Managed Links
2.6.7
Link Administration
2.6.7.1
Managed Links Administration Page
2.6.7.2
Refresh Activity Status
2.6.7.3
Alternative Refresh Methods
2.6.7.4
Recomputing Links in the ManagedLinks Table
2.6.7.5
Refreshing Links in the ManagedLinks Table
2.6.7.6
Refreshing the References Counts
2.6.7.7
Aborting the Refresh Activity
3
Managing Metadata
3.1
Using Schemas to Customize Metadata
3.1.1
About DCLs and Metadata Schemas
3.1.1.1
Schema Hierarchical Structure
3.1.1.2
Schema Elements
3.1.1.3
Sample Schema-Based Option Lists
3.1.1.4
Directory Structure for Schema
3.1.2
Creating Schemas
3.1.2.1
Building a Basic Schema
3.1.2.2
Modifying the Publishing Cycle Interval
3.1.3
Schema Example: Dynamic Option Lists
3.1.4
Schema Example: Recursive Table for Multiple Trees
3.2
Using Profiles to Customize Content Screens
3.2.1
About Content Profiles
3.2.1.1
Content Profile Elements
3.2.1.2
Profile Links
3.2.2
Content Profile Rules
3.2.2.1
Profile Rules
3.2.2.2
Global Rules
3.2.2.3
Metadata Fields and Attributes in Rules
3.2.2.4
Activation Conditions in Rules
3.2.2.5
Restricted Lists to Modify Defined Option Lists
3.2.3
Content Profiles and Metadata Organization
3.2.3.1
Using Rules to Group Metadata Fields
3.2.3.2
Display Results of Reordered Metadata Fields
3.2.4
Managing Rules
3.2.4.1
Creating a New Rule
3.2.4.2
Editing an Existing Rule
3.2.4.3
Deleting an Existing Rule
3.2.4.4
Creating a New Global Rule
3.2.4.5
Editing an Existing Global Rule
3.2.4.6
Deleting an Existing Global Rule
3.2.4.7
Adding Metadata Fields to a Rule
3.2.4.8
Grouping Metadata Fields
3.2.4.9
Adding a Header to a Metadata Field Group
3.2.4.10
Defining a New Activation Condition
3.2.4.11
Editing an Existing Activation Condition
3.2.4.12
Deleting an Existing Activation Condition
3.2.4.13
Defining the Attributes of a Metadata Field
3.2.4.14
Editing the Attributes of a Metadata Field
3.2.4.15
Setting the Display of a Required Field
3.2.5
Content Profile Triggers
3.2.5.1
About Triggers
3.2.5.2
Selecting a Profile Trigger Field
3.2.5.3
Disabling a Profile Trigger Field
3.2.6
Managing Content Profiles
3.2.6.1
Creating and Defining a New Profile
3.2.6.2
Editing an Existing Profile
3.2.6.3
Deleting an Existing Profile
3.2.6.4
Managing the Rules in a Profile
3.2.6.5
Previewing a Profile
3.2.6.6
Troubleshooting a Previewed Profile
3.2.7
Content Profile Examples
3.2.7.1
Department-Based Content Profile
3.2.7.2
Black-Hole Check In Profile for Resumes
3.2.7.3
Global Rule to Restrict Content Check-In Based on User Role
3.2.7.4
Global Rule to Restrict Content Type Metadata Changes
4
Managing Workflows
4.1
Introduction to Workflows
4.1.1
Workflow Overview
4.1.1.1
Types of Workflows
4.1.1.2
Workflow Advantages and Disadvantages
4.1.2
Workflow Steps
4.1.2.1
Events
4.1.2.2
Workflow Files
4.1.3
Workflow Step Evaluation Process
4.1.3.1
Status of Items in Workflows
4.1.4
Workflow Participation
4.2
Planning a Workflow
4.2.1
Pre-design Questions
4.2.2
Choosing a Workflow Type
4.2.2.1
Security Issues
4.2.3
Designing a Workflow
4.2.4
Modifying Workflows
4.3
Creating a Criteria Workflow
4.3.1
Criteria Workflow Process
4.3.2
Criteria Workflow Tips
4.3.3
Setting Up a Criteria Workflow
4.3.4
Changing a Criteria Workflow or Sub-workflow
4.3.5
Disabling a Criteria Workflow or Sub-workflow
4.4
Creating a Basic Workflow
4.4.1
Basic Workflow Process
4.4.2
Basic Workflow Tips
4.4.3
Setting Up a Basic Workflow
4.4.4
Changing a Basic Workflow
4.5
Customizing Workflows
4.5.1
Idoc Script Functions and Variables
4.5.2
About Tokens
4.5.2.1
Token Syntax
4.5.3
Creating a Token
4.5.4
Changing a Token
4.5.5
Deleting a Token
4.5.6
Token Examples
4.5.7
About Jumps
4.5.7.1
Jumps and Events
4.5.7.2
Rejected Content
4.5.7.3
Side Effects
4.5.8
Jump Variables and Steps
4.5.9
Setting Up Jumps
4.5.10
Creating a Jump
4.5.10.1
Setting Up Jump Side Effects
4.5.10.2
Setting the Conditional Statement
4.5.10.3
Completing the Jump
4.5.10.4
Testing the Script
4.5.11
Changing a Jump
4.5.12
Jump Examples
4.5.12.1
Jump Example 1: Metadata Criteria Jump
4.5.12.2
Jump Example 2: Time-dependent Jump
4.5.12.3
Jump Errors
4.6
Workflow And Script Templates
4.6.1
Creating Templates and Scripts
4.6.2
Creating a Workflow Template
4.6.3
Changing a Workflow Template
4.6.4
Deleting a Workflow Template
4.6.5
Creating a Script Template
4.6.5.1
Setting Up Jump Side Effects
4.6.5.2
Setting Up Script Template Conditional Statements
4.6.5.3
Testing the Script
4.6.5.4
Changing a Script Template
4.6.5.5
Deleting a Script Template
4.7
Workflow Scenarios
4.7.1
Scenario 1: Criteria Workflow
4.7.2
Scenario 2: Tokens
4.7.3
Scenario 3: Jump Based on Metadata
4.7.4
Scenario 4: Time-Dependent Jump
4.8
Workflow Tips and Tricks
4.8.1
Acquiring a Digital Signature
4.8.2
Setting Up Parallel Workflows
4.8.3
Adding Ad Hoc Step Users
4.8.4
Customizing Criteria Workflow Emails
4.8.4.1
Customizing Email Templates
4.8.4.2
Customizing the Subject or Message Line
4.8.5
Workflow Escalation
4.8.5.1
Setting Up a Workflow Escalation
4.8.6
Other Customizations
4.8.6.1
Setting Approval by Non-Reviewers
4.8.6.2
Automatic Replication of Workflow Items
4.8.7
Triggering Criteria Workflows from Folders
4.8.8
Searching Within a Workflow Step
4.8.9
Suppressing Workflow Notifications
4.9
Workflow Troubleshooting
4.9.1
Workflow Item Stuck in EDIT or GENWWW Status
4.9.2
Workflow Item Stuck in REVIEW Status
4.9.3
Workflow Item Entered in Wrong Workflow
5
Managing PDF Watermark
5.1
PDF Watermark Overview
5.1.1
About PDF Watermark
5.1.2
How PDF Watermark Works
5.1.2.1
Additional Metadata Fields
5.1.2.2
Static Watermarking
5.1.2.3
PDF Optimization
5.1.2.4
Dynamic Watermarking
5.1.2.5
Watermark Placement
5.1.2.6
PDF Watermark Administration Screen
5.1.2.7
Configuration Settings
5.1.3
Static Watermarking Scenario
5.1.4
Dynamic Watermarking Scenario
5.1.5
Considerations
5.2
Administering PDF Watermark
5.2.1
Using PDF Watermark in Content Server
5.2.1.1
Specifying the Classpath for an Encryption Library
5.2.1.2
Starting PDF Watermark Administration
5.2.1.3
Setting Configuration Settings
5.2.1.4
Adding Templates
5.2.1.5
Editing Templates
5.2.1.6
Creating Rules
5.2.1.7
Editing Rules
6
Managing Folders and WebDAV
6.1
About Folders
6.1.1
Folders Overview
6.1.2
Usage Scenarios
6.1.3
Folders Structure
6.1.4
Naming Folders
6.1.5
Folders Component Security
6.1.5.1
Content Item Security
6.1.5.2
Folder Security
6.1.6
Folder Metadata Inheritance
6.1.7
Trash Bin
6.1.8
Metadata Propagation
6.1.9
Folder Content Item Revisions
6.1.10
Default Metadata Values
6.1.11
Local Folders
6.1.12
Folder Archiving
6.1.13
Folder Searching
6.1.14
URL-Mapped Folders
6.2
About WebDAV
6.2.1
About WebDAV
6.2.2
What is WebDAV?
6.2.3
WebDAV Clients
6.2.4
WebDAV Architecture
6.2.5
Security
6.2.5.1
Access
6.2.5.2
Login Cookie
6.2.5.3
Windows Explorer
6.2.5.4
Session Timeout
6.3
Administering Folders
6.3.1
Configuring Folders
6.3.1.1
Setting Folder and File Limits
6.3.1.2
Disabling System Folders
6.3.1.3
Enabling System Folders
6.3.1.4
Disabling the Trash Bin
6.3.1.5
Defining System Default Metadata
6.3.1.6
Configuring Metadata Propagation
6.3.1.7
Preventing Folder Static Inheritance for Specific Metadata Fields
6.3.1.8
Hiding Metadata Fields Globally Except for Specific Folders
6.3.2
Working With Local Folders
6.3.2.1
Specifying Local Folders
6.3.2.2
Rebuilding Local Folders
6.3.2.3
Removing Local Folders
6.3.3
Archiving Folders
6.3.3.1
Exporting an Archive
6.3.3.2
Importing an Archive
6.3.4
Optimizing System Performance
6.4
Administering WebDAV
6.4.1
Virtual Folders
6.4.2
Configuring WebDAV
6.4.2.1
Setting WebDAV Title Allocation
6.4.3
Multiple Concurrent Language Support
6.4.4
WebDAV Troubleshooting
6.4.4.1
Zero-Byte Files
6.4.4.2
No Connection to WebDAV Virtual Folder
6.4.4.3
Double-Byte Characters in File Name
6.4.4.4
Number Sign in Virtual Folder Name or File Name
6.4.4.5
ExtranetLook Component Problem
6.4.4.6
Content Item "Stuck" in Auto-Contribution Workflow Step
6.4.4.7
Deleting Content From Contribution Folders for Site Studio Website
6.4.4.8
WebDAV Drag and Drop Does not Work With Windows 2000
6.4.4.9
Profile Rule for All WebDAV Requests
6.4.4.10
Other Issues
7
Managing Content Folios
7.1
Overview of Content Folios
7.1.1
Content Folios Features
7.1.2
Changes to Content Server During Installation
7.1.2.1
Additional Metadata Fields
7.1.2.2
Additional Views
7.1.2.3
Additional Relations
7.1.2.4
Additional Tables
7.2
Content Folios Configuration
7.2.1
Creating and Editing Folio Templates
7.2.1.1
Creating a Folio Template
7.2.2
Adding Custom Viewers and Renderers
8
Managing Content Tracker
8.1
Performance Optimization Functions
8.2
About Content Tracker Components and Functions
8.2.1
Content Tracker Summary
8.2.2
Content Tracker Reports Summary
8.2.3
Data Recording Overview
8.2.4
Data Reduction Overview
8.2.5
Data Reporting Overview
8.2.6
Content Tracker Terminology
8.2.7
General Limitations
8.2.8
General Considerations
8.3
Operational Overview
8.3.1
Data Collection and Processing
8.3.1.1
Standard Data Reduction Process
8.3.1.2
Data Reduction Process with Activity Metrics
8.3.2
Data Collection
8.3.2.1
Service Handler Filter
8.3.2.2
Web Server Filter
8.3.2.3
Content Tracker Logging Service
8.3.3
Data Reduction
8.3.3.1
Content Tracker Event Logs
8.3.3.2
Combined Output Table
8.3.4
Data Output
8.3.4.1
Content Item Metadata
8.3.4.2
User Metadata
8.3.4.3
Reduction Log Files
8.3.5
Tracking Limitations
8.3.5.1
Tracking Limitations with Static URLs and WebDAV
8.3.5.2
Tracking Limitations and Data Directory Protections
8.3.5.3
Tracking Limitations with ExtranetLook Component
8.4
Data Tracking Functions
8.4.1
Data Reduction Features
8.4.1.1
Data Reduction Cycles
8.4.1.2
Access Modes and Data Reduction
8.4.1.3
Reduction Sequence for Event Logs
8.4.1.4
Reduction Schedules
8.4.2
Activity Snapshots
8.4.2.1
Search Relevance Metrics
8.4.2.2
Search Relevance Metadata Fields
8.4.3
Service Calls
8.4.4
Web Beacon Objects
8.4.4.1
Use Cases for Web Beacon Referencing
8.4.4.2
Web Beacon Operational and Implementation Overview
8.4.4.3
Web Beacon Objects
8.4.4.4
Web Beacon References
8.4.4.5
Reduction Processing for Web Beacon References
8.4.4.6
General Implementation Considerations
8.4.4.7
Examples of Web Beacon Embedding
8.4.5
Using Content Tracker
8.4.5.1
Changing the Variable Settings for the Performance Optimization Functions
8.4.5.2
Accessing the Data Engine Control Center
8.4.5.3
Enabling or Disabling Data Collection
8.4.5.4
Running Data Reduction Manually
8.4.5.5
Setting Data Reduction to Run Automatically
8.4.5.6
Deleting Data Files in Any Cycle
8.4.5.7
Deleting Data Files in 'Archive' Cycle
8.4.5.8
Creating the Search Relevance Metadata Fields
8.4.5.9
Enabling the Snapshot Function and the Activity Metrics Options
8.4.5.10
Linking Activity Metrics Functions to Search Relevance Metadata Fields
8.4.5.11
Setting a Checkin Time Value for the Last Access Metadata Field
8.4.5.12
Editing the Snapshot Configuration
8.4.5.13
Adding/Editing Service Entries
8.4.5.14
Adding Field Map ResultSets and Linking Them to Service Entries
8.4.5.15
Editing Field Map ResultSets
8.4.5.16
Deleting Service Entries
8.4.5.17
Deleting Field Map ResultSets
8.4.5.18
Adding/Editing Web Beacon Object Names to the Web Beacon ID List
8.5
Report Generation
8.5.1
Oracle and DB2 Case Sensitivity
8.5.2
Access Control Lists and Content Tracker Reports Secure Mode
8.5.3
Pre-Defined Reports
8.5.3.1
Default Report Format
8.5.3.2
Content Dashboard Feature
8.5.3.3
Drill Down Report Feature
8.5.4
Custom Reports
8.5.4.1
Custom Report Queries and Oracle
8.5.4.2
Custom Report Queries and Extended Service Tracking
8.5.4.3
Custom Report Query Display Results
8.5.5
External Report Generator
8.5.6
User Authentication/Authorization and Auditing
8.5.7
Site Studio Web Site Activity Reporting
8.5.7.1
Main Page Site Studio Report Links
8.5.7.2
Site Studio Pre-Defined Reports
8.5.8
Security Checks and Query Results
8.5.8.1
Security Checks Preference Variable
8.5.8.2
Report Queries and Security Modes
8.5.8.3
Security Mode Selection
8.5.8.4
Customization for Report Query Security
8.5.9
Using Content Tracker Reports
8.5.9.1
Generating Reports
8.5.9.2
Accessing Drill Down Reports
8.5.9.3
Accessing Reports from the Information Page
8.5.9.4
Viewing Access Results by Revision
8.5.9.5
Viewing Access Results for All Versions Combined
8.5.9.6
Creating Custom Report Queries
8.5.9.7
Changing the Security Checks Preference Setting
8.5.9.8
Enabling/Disabling Security Checks for Report Queries
8.5.9.9
Creating Secure Report Queries
8.5.9.10
Using an External Report Generator
8.6
Service Call Configuration
8.6.1
About the Service Call Configuration File
8.6.1.1
General Service Call Logging
8.6.1.2
Extended Service Call Tracking Function
8.6.1.3
Service Call Configuration File Contents
8.6.1.4
ResultSet Examples
8.6.2
About the Content Tracker Logging Service
8.6.3
Managing Service Call Information
8.6.3.1
Manually Editing the SctServiceFilter.hda File
8.6.3.2
Setting Required DataBinder Fields to Call the Content Tracker Logging Service
8.6.3.3
Calling the Content Tracker Logging Service from an Application
8.6.3.4
Calling the Content Tracker Logging Service from IdocScript
8.7
Configuration and Customization
8.7.1
Configuration Variables
8.7.2
Manually Setting Content Tracker Configuration Variables
8.7.3
Activity Metrics SQL Queries
8.7.3.1
Customizing the Activity Metrics SQL Queries
8.7.3.2
Customizing the Autoload Option SQL Query
8.7.4
External Users and Content Item Tracking
8.8
Troubleshooting
8.8.1
Web Server Filter Debugging Support
8.8.2
Setting the Debug Plugin
8.8.3
Java Code Debugging Support
8.8.4
DataBinder Dump Facility
8.8.4.1
Values for the DataBinder Dump Facility
8.8.4.2
About DataBinder Object Dump Files
8.8.4.3
Location of the DataBinder Object Dump Files
8.8.4.4
Names of the DataBinder Object Dump Files
8.8.5
Accessing the DataBinder Object Dump File
8.8.6
Setting the Debugging Configuration Variables
9
Managing Content Categorizer
9.1
About Content Categorizer
9.1.1
Search Rules
9.1.2
XML Conversion
9.1.2.1
Flexiondoc XML Converter
9.1.2.2
SearchML XML Converter
9.1.3
Operating Requirements
9.1.4
Operating Modes
9.1.4.1
Interactive Mode Process
9.1.4.2
Batch Mode: Process
9.2
Setting Up Content Categorizer
9.2.1
Setting XML Conversion Method
9.2.2
Defining Field Properties (Optional)
9.2.3
Configuration Variable
9.3
Search Rules
9.3.1
Understanding Search Rules
9.3.1.1
Search Rule Types
9.3.1.2
Search Rule Guidelines
9.3.2
Pattern Matching Search Rules
9.3.2.1
Rule Types
9.3.2.2
Key
9.3.2.3
Count
9.3.2.4
Examples
9.3.3
Abstract Search Rules
9.3.3.1
Rule Types
9.3.3.2
Key
9.3.3.3
Count
9.3.3.4
Examples
9.3.4
Option List Search Rule
9.3.4.1
Rule Types
9.3.4.2
Key
9.3.4.3
Count
9.3.4.4
Examples
9.3.5
Categorization Engine Search Rule
9.3.5.1
Rule Types
9.3.5.2
Key
9.3.5.3
Count
9.3.6
Filetype Search Rule
9.3.6.1
Rule Types
9.3.6.2
Key
9.3.6.3
Count
9.3.6.4
Examples
9.3.7
Defining Search Rules
9.3.7.1
Defining Search Rules
9.3.7.2
Defining Option List Keywords
9.3.7.3
Applying Rules to the Type Field
9.4
Sample doc_config.htm Page
9.5
XSLT Transformation
9.5.1
Translation
9.5.2
Transformation Using XSLT Stylesheets
9.5.3
SearchML Transformation
9.5.4
Flexiondoc Transformation
9.5.4.1
Document Properties Example
9.5.4.2
Text Style Example
9.5.5
Example Files
A
User Interface
A.1
Content Repository Interface
A.1.1
Configuration Manager Application Page
A.1.1.1
Content Item View Screen
A.1.1.2
User View Screen
A.1.1.3
Define Filter Screen
A.1.1.4
Show Columns Screen
A.1.2
Content Type Interface Screens
A.1.2.1
Content Types Screen
A.1.2.2
Add New/Edit Content Type Screen
A.1.3
Native File Format Interface Screens
A.1.3.1
File Formats Screen
A.1.3.2
Add New/Edit File Format Screen
A.1.3.3
Add/Edit File Extension Screen
A.1.4
Custom Fields Interface Screens
A.1.4.1
Configuration Manager: Information Field Tab
A.1.4.2
Add Metadata Field Name Screen
A.1.4.3
Add/Edit Metadata Field Screen
A.1.4.4
Add/Edit Custom Info Field: Configure Option List
A.1.4.5
Option List Storage Screen
A.1.4.6
Edit View Values Screen
A.1.4.7
Option List Screen
A.1.4.8
Edit Tree Definition Screen
A.1.4.9
Select Root Node for the Tree
A.1.4.10
Update Database Design Screen
A.1.4.11
Configuration Manager: Application Fields Tab
A.1.4.12
Add/Edit Application Field Screen
A.1.5
Repository Manager Interface Screens
A.1.5.1
Repository Manager Main Screen
A.1.5.2
Repository Manager: Content Tab Screen
A.1.6
Content Interface Screens
A.1.6.1
Information Screen
A.1.6.2
Add New Content Item Screen
A.1.6.3
Update Content Info Screen
A.1.7
Revision Interface Screens
A.1.7.1
Add New Revision Screen
A.1.7.2
Check Out Item Screen
A.1.7.3
Undo Check Out Screen
A.1.7.4
Resubmit Revision Screen
A.1.7.5
Delete Revision Screen
A.1.7.6
Delete All Revisions Screen
A.1.8
Workflow Revision Interface Screens
A.1.8.1
Approve Revision Screen
A.1.8.2
Reject Revision Screen
A.1.9
Subscription Interface Screens
A.1.9.1
Repository Manager: Subscriptions Tab
A.1.9.2
Add New/Edit Subscription Type Screen
A.1.9.3
Fields Screen
A.1.9.4
Users Subscribed Screen
A.1.9.5
Define Filter Screen
A.1.9.6
Content Item Subscribed Screen
A.1.9.7
Add Subscription Screen
A.1.9.8
Select User Screen
A.1.9.9
Select Alias Screen
A.1.9.10
Subscribers Screen
A.1.9.11
Subscription Detail Screen
A.1.10
Schema Interface Screens
A.1.10.1
Configuration Manager: Tables Tab
A.1.10.2
Select Table Screen
A.1.10.3
Create/Edit Table '
name
' Screen
A.1.10.4
Add/Edit Column Screen
A.1.10.5
Configuration Manager: Views Tab
A.1.10.6
Add View Screen: Select Table
A.1.10.7
Add View Screen: Select Columns
A.1.10.8
Add/Edit View Screens
A.1.10.9
Edit Values For Views Screen
A.1.10.10
Add/Edit Value Screen
A.1.10.11
Edit Values: Edit Batch
A.1.10.12
Configuration Manager: Relations Tab
A.1.10.13
Add/Edit Relationship Screen
A.1.10.14
Edit Tree Screen
A.1.11
Content Profile Interface Screens
A.1.11.1
Configuration Manager: Profiles Tab
A.1.11.2
Edit Trigger Field Screen
A.1.11.3
Add Profile Screen
A.1.11.4
Add/Edit Profile Screen
A.1.11.5
Profile Links Screen
A.1.11.6
Check In/Search Link Screen: Conditions Tab
A.1.11.7
Check In/Search Link: Add Condition Screen
A.1.11.8
Check In/Search Link Screen: Custom Tab
A.1.11.9
Add Rule Screen
A.1.11.10
Preview Profile Screen
A.1.11.11
Preview Results Screen
A.1.12
Profile Rules Interface Screens
A.1.12.1
Configuration Manager: Rules Tab
A.1.12.2
Add/Edit Rule Screens
A.1.12.3
Edit Group Header Screen
A.1.12.4
Edit Activation Condition Screen Tabs
A.1.12.5
Edit Activation Condition: Add Condition Screen
A.1.12.6
Add Rule Field Screen
A.1.12.7
Add/Edit Rule Field '
name
' Screen
A.1.12.8
Edit Default Value: Conditions Tab
A.1.12.9
Edit Default Value: Add Condition Screen
A.1.12.10
Edit Default Value: Select Field Screen
A.1.12.11
Edit Default Value: Custom Tab
A.1.12.12
Edit Derived Value: Conditions Tab
A.1.12.13
Edit Derived Value: Add Condition Screen
A.1.12.14
Edit Derived Value: Select Field Screen
A.1.12.15
Edit Derived Value: Custom Tab
A.1.12.16
Edit Restricted List Screen
A.2
Workflows User Interface
A.2.1
The Workflow Admin Application
A.2.2
The Criteria Workflow User Interface
A.2.2.1
Workflow Admin: Criteria Tab
A.2.2.2
New/Edit Criteria Workflow Screen
A.2.2.3
Add New/Edit Step Screen
A.2.2.4
Add Alias to Step Screen
A.2.2.5
Add User to Step
A.2.2.6
Add Token to Step
A.2.2.7
Edit Additional Exit Condition Screen
A.2.3
The Basic Workflow User Interface
A.2.3.1
Workflow Admin: Workflows Tab
A.2.3.2
Add New/Edit Workflow Screen
A.2.3.3
Add Content to Workflow (New Content) Screen
A.2.3.4
Add Content to Workflow (Existing Content) Screen
A.2.3.5
Add Alias to Workflow Screen
A.2.3.6
Add New/Edit Step Screen
A.2.3.7
Add Alias to Step Screen
A.2.3.8
Add User: Basic Workflow
A.2.3.9
Add Token: Basic Workflow
A.2.3.10
Edit Additional Exit Condition Screen
A.2.3.11
Start Workflow Screen
A.2.4
Tokens User Interface
A.2.4.1
Workflow Tokens Screen
A.2.4.2
Add/Edit Token Screen
A.2.4.3
Add Token User Screen
A.2.5
The Jump User Interface
A.2.5.1
Add New/Edit Step Screen: Events Tab
A.2.5.2
Edit Script for
StepName
Screen
A.2.5.3
Script Properties Screen
A.2.5.4
Select Target Step Screen
A.2.5.5
Add/Edit Jump Screen Tabs
A.2.5.6
Content Item View Screen
A.2.6
Workflow Template Interface Screens
A.2.6.1
Workflow Admin: Templates Tab
A.2.6.2
Add/Edit Template Screen
A.2.6.3
Add New/Edit Step Screen
A.2.6.4
Add Alias to Step Screen
A.2.6.5
Add User to Step
A.2.6.6
Add Token: Templates
A.2.6.7
Edit Additional Exit Condition Screen
A.2.7
Workflow Scripts User Interface
A.2.7.1
Workflow Scripts Screen
A.2.7.2
Add/Edit Script Screen
A.2.7.3
Add/Edit Script Screen: Jumps Tab
A.2.7.4
Add/Edit Script Screen: Custom Tab
A.2.7.5
Add/Edit Script Screen: Test Tab
A.2.7.6
Add/Edit Jump Screen
A.2.7.7
Add/Edit Jump Screen: Side Effects Tab
A.2.7.8
Add/Edit Jump Screen: Message Tab
A.2.7.9
Content Item View Screen
A.2.7.10
Select Workflow Step Screen
A.3
PDF Watermark Interface
A.3.1
PDF Watermark Administration Screen
A.3.2
Rules Tab
A.3.3
Add New/Edit Rule Screen
A.3.4
Add New/Edit Criteria Screen
A.3.5
Templates Tab
A.3.6
Add New/Edit Template Screen
A.3.7
Add New/Edit Text Watermark Screen
A.3.8
Add New/Edit Image Watermark Screen
A.3.9
Configuration Tab
A.3.10
Edit Default Value Screen
A.4
Folders Interface
A.4.1
Folder Configuration Link
A.4.2
Virtual Folder Administration Configuration Page
A.4.3
System Folder Configuration Page
A.4.4
System Default Information Field Configuration Page
A.4.5
Local Folders Page
A.4.6
Information Field Inherit Configuration Page
A.5
Folios Interface
A.5.1
Create/Edit Folio Template Page
A.5.1.1
Structure Tab
A.5.1.2
Folio Structure Tray
A.5.1.3
Element Info Tray
A.5.1.4
Source Items Tray
A.5.1.5
Properties Tab
A.6
Content Tracker Interface
A.6.1
Data Engine Control Center
A.6.1.1
Collection Tab
A.6.1.2
Reduction Tab
A.6.1.3
Schedule Tab
A.6.1.4
Snapshot Tab
A.6.1.5
Services Tab
A.6.1.6
Extended Services Tracking Screen
A.6.1.7
Field Map Screen
A.6.2
Content Tracker Report Generator Main Page
A.7
Content Categorizer Interface
A.7.1
Content Categorizer Admin Applet Page
A.7.2
Configuration Tab
A.7.2.1
Property Config Screen
A.7.2.2
Log Levels
A.7.3
Rule Sets Tab
A.7.3.1
Add Ruleset Screen
A.7.3.2
Add/Edit Rule for
Field
Screen
A.7.3.3
Key Field
A.7.3.4
Count Field
A.7.4
Option Lists Tab
A.7.5
Filetype Maps Tab
A.7.5.1
Add/Edit Filetype Map Screen
A.7.5.2
Filetype Mapping Operation
A.7.6
Categorizer Engines Tab
A.7.6.1
Add/Edit Categorizer Engine Screen
A.7.7
Query Trees Tab
A.7.7.1
Build Query Tree Screen
A.7.7.2
Delete Query Tree Screen
A.7.7.3
Needs Rebuild? and Is Orphan? Status
A.7.8
Field Properties Tab
A.7.8.1
Field Properties Screen
A.7.9
Batch Categorizer Screen
A.7.10
Define Filter Screen
A.7.11
Show Columns Screen
A.7.12
Categorize Existing Screen
A.8
Web Layout Editor Interface
A.8.1
Web Layout Editor Page
A.8.1.1
Web Page Hierarchy Pane
A.8.1.2
Page Properties Pane
A.8.1.3
Page Links Pane
A.8.2
Add Page Link Screen
A.8.3
Add Web Page Screen
A.8.4
Edit Local Page Link Screen
A.8.5
Edit External URL Screen
A.8.6
Edit Page Properties Screen
A.8.7
Edit Active Report Query Screen
A.8.8
Create Historical Report Screen
A.8.9
Query Link Definition Screen
A.8.10
Add/Edit Query Results Page
B
Building a Web Site
B.1
Planning a Web Site
B.1.1
About Planning a Web Site
B.1.2
Defining the Site Structure and Displaying Criteria
B.1.3
Task Sequence
B.2
Working with Web Pages
B.2.1
About Web Pages
B.2.2
Local Page
B.2.3
External URL
B.2.4
Query
B.2.5
Report
B.3
Using the Web Layout Editor Application
B.3.1
Adding a New Web Page
B.3.2
Editing Web Page Properties
B.3.3
Creating a Local Page Link
B.3.4
Creating an External URL Link
B.3.5
Editing a Hierarchical Web Page Structure
B.4
Working with Reports
B.4.1
About Reports
B.4.2
Defining an Active Report
B.4.3
Defining a Historical Report
B.4.4
Editing a Query Expression in an Active Report
B.5
Writing Queries
B.5.1
About Writing Queries
B.5.2
Writing Directory Queries
B.5.3
Writing Report Queries
B.5.3.1
Basic SQL Script
B.5.3.2
Basic SQL Examples
B.5.4
Creating a Query Link
B.5.5
Editing the Query Expression in a Query Link
B.5.6
Adding a Query Results Page
B.5.7
Editing a Query Results Page
B.5.8
Deleting a Query Results Page
Index
Scripting on this page enhances content navigation, but does not change the content in any way.