Using the Advanced Options

This chapter discusses how to:

Click to jump to parent topicBrowsing All Folders

This section discusses how to browse all folders.

Click to jump to top of pageClick to jump to parent topicBrowsing All Folders

Access the Browse feature (select Content Management, Advanced Options, Browse All Folders).

The Browse All Folders option enables you to drill down through the top level folders to locate and view content that is in one of these features (EPPCM_HIERTOP_MAIN and EPPCM_HIER_MAIN):

Note. The Browse All Folders option is the only browse option by which you can locate and access content across all portal sites without having to log into that site.

See Also

Enterprise Portal Content Management System Features

Accessing Content

Click to jump to parent topicSearching All Folders

This section discusses how to search all folders.

Click to jump to top of pageClick to jump to parent topicSearching All Folders

Access the Search Folders page (EPPCM_HIERARCHY) (select Content Management, Advanced Options, Search All Folders).

The Search All Folders option enables you to locate a folder in the Content Management system in any site, and access the children associated with the selected folder.

You can search by Feature, Folder ID, Folder Title, Last Item Added, Parent ID, or Site Name.

Click to jump to parent topicMaintaining All Folders

This section discusses how to use the Maintain All Folders option.

Click to jump to top of pageClick to jump to parent topicUsing the Maintain All Folders Option

Access the Maintain Folders page (EPPCM_DEFN_CATG) (select Content Management, Advanced Options, Maintain All Folders).

The Maintain All Folders option enables you to locate a folder that is stored in the Content Management system in any site and access the children associated with the selected folder.

Use the Maintain Folders search page to find the desired folder. You can search by Feature, Folder ID, Folder Title, Last Item Added, Parent ID, or Site Name. Click the folder title to access the Content Properties page, where you can edit or view the property details based on your security access.

See Also

Managing Folders

Setting Up News Publications

Click to jump to parent topicMaintaining All Content

This section discusses how to use the Maintain All Content option.

Access the Maintain Content page (EPPCM_DEFN_CONT) (select Content Management, Advanced Options, Maintain All Content).

The Maintain Content option enables you to locate and maintain the properties for the content stored in the Content Management system in any site.

Use the Maintain Content search page to find the desired content item. You can search by Archive Date, Content Added, Content ID, Content Title, Content Type, Feature, Parent ID, or Site Name.

Click the content title to access the Content Properties page, where you can edit or view the property details based on your security access.

See Also

Managing Versions

Adding Categorized Content Manually

Managing News Articles

Click to jump to parent topicUnlocking Content

This section provides an overview of the unlocking process and discusses how to unlock managed content.

Click to jump to top of pageClick to jump to parent topicUnderstanding the Unlocking Process

Users with authorization to release locks on content under their folders can do so from the Unlock Managed Content page. This action is different from canceling your own checkout while editing content. Unlocking enables you to release content locked by another user and return the content for editing. It does not perform a check-in action or discard the most recent content version.

Note. Canceling the checkout from the Content Properties page may delete the most recent version and release the editing lock at the same time. A version can be deleted only if it is in draft status and more than one version exists.

Click to jump to top of pageClick to jump to parent topicUnlocking Managed Content

Access the Unlock Managed Content page (EPPCM_LOCK_MAIN) (select Content Management, Advanced Options, Unlock Content; select the Managed Content feature on the Unlock Content search page).

Alternatively, access the Unlock Documents page (select Content Management, Advanced Options, Unlock Content; select the Collaborative Workspace feature on the Unlock Content search page.

Use the Unlock Managed Content page and the Unlock Documents page to release the lock on the listed content items and view content property details.

Unlock Content

Select individual items or select the Select All option to select all items, and then click the Unlock Content button to release the lock on selected items.

Note. When an item has been unlocked, it is automatically removed from the list.

Locked Within Days

Enter a number and then click the Filter button to limit the number of items listed to content items that were locked up to that number of days ago.

Title

Click to view the content in the same format as it is seen by viewers.

Properties

Click to view the property details of the content.

See Also

Understanding Managed Content

Click to jump to parent topicReviewing Content Details

This section provides an overview of the Review Content option and discusses how to review content details.

Click to jump to top of pageClick to jump to parent topicUnderstanding the Review Content Option

The Review Content page shows all content and all states and provides users with the following information based on their viewing rights:

Note. Access authorization to the Review Content page is delivered by the PAPP2070 permission list.

Unlike other pages accessible from the Content Management menu, the Review Content page does not use the row-level security enforced by folder membership and privileges. If a user's permission list has access to this page, he or she can review a content title, where the content item is located, and who has access. However, that user cannot view the actual content if he or she has not been assigned the correct security privileges.

See Also

Setting Up and Working With Managed Content

Setting Up and Working with Categorized Content

Setting Up and Working With News Publications

Click to jump to top of pageClick to jump to parent topicReviewing Content Details

Access the Review Content page (EPPCM_INQ_MAIN) (select Content Management, Advanced Options, Review Content).

This page provides an easy way to review the different locations and security that are assigned to any content located in Content Management, view content properties, and preview the content in the same format as seen by viewers.

Content Type

Displays the type of content.

Possible types are File Attachment, Image Attachment, Image URL, Image Upload JPG, Managed Content, Menu Item, Text or HTML, and Web Site URL.

Content Origin

Displays the location where the content first originated.

Origins are Managed Content, Categorized Content, News Publications, and Workspaces.

Content Locations

Feature

Indicates the features to which the content is currently accessible: Categorized Content, Collaborative Workspace, Discussion Forum, Manage Navigation, Managed Content, Menu Items, News Publications, Pagelet Wizard, or Related Information.

This field also clarifies the location to which the Location Path value applies.

Location Path

Indicates the hierarchical paths and locations to which the selected content is accessible.

If you have access to the folders, location paths appear as links; you can click those links to access the appropriate Browse Content page. If you do not have access permission, the location paths appear as basic text.

See Understanding the Folder Hierarchy.

Preview Content

Click to view the content in the same format as it is seen by the viewers.

Content Properties

Click to view the property details of the content.

Viewing Members

Member Type

Indicates the type of member that has viewer access to the selected content. Values are Role and User.

Member Name

Depending on the Member Type value, displays the role name or user ID that has viewer access to the selected content.

Member Access Type

Displays the type of viewer access that the member has for the selected content:

  • Top Administrator indicates that the member is a top folder administrator.

  • Privilege Set Viewer indicates that the member has viewing privileges to the content's parent folder.

  • Content Viewer indicates the viewer role associated with the content item (for news publications).

  • Folder Viewer indicates the viewer role associated with the parent folder of the content.

Click to jump to parent topicRendering Content URLs

This section discusses how to:

Click to jump to top of pageClick to jump to parent topicPages Used to Render Content URLs

Page Name

Definition Name

Navigation

Usage

Render Content URL

EPPCM_RNDR_MAIN

Content Management, Advanced Options, Render Content URL

Generate URLs for third-party access.

Preview Content

EPPCM_PUB_VIEWURL

EPPCM_PUB_VIEWHTML

EPPCM_PUB_VIEWFILE

Content Management, Advanced Options, Render Content URL

Select the Preview Content tab on the Render Content URL page.

Review content in the format in which it will be seen by viewers.

Click to jump to top of pageClick to jump to parent topicGenerating URLs for Third-Party Access

Access the Render Content URL page (select Content Management, Advanced Options, Render Content URL).

Format Rendering URL

Click to generate a URL to rendered content in the Rendering URL field.

Important! If you change your rendering option selections, you must click this button to reconstruct a proper URL.

Rendering URL

Contains the URL generated to access content rendered using the options selected on this page.

Note. This URL is not stored.

This URL provides direct viewer access to rendered content for qualified viewers from any location within or outside your PeopleSoft Enterprise Portal who also have appropriate viewer access to the rendered content.

Users who want to access this URL from outside the PeopleSoft Enterprise Portal must be able to log in to the portal, unless single login is implemented. If this URL is published and accessed from within the same PeopleSoft Enterprise Portal in which the content is located, no login is necessary because the user accessing the URL will already be logged in.

Rendering Options

Use the options in the Rendering Options section to set rendering options for the selected content. You can view the results of your selection on the Preview Content Inquiry page, or by accessing the rendering URL generated on this page.

If you do not select any rendering options, only text or HTML content is rendered. If the content is a document attachment or website URL, only a link to the attachment or website is rendered.

Note. If both Wrap in Portal and Include Return Link options are selected on the Render Content URL page, you must ensure that the return URL value include /psc/ and not /psp/ if you intend to return to a PeopleSoft URL. If you leave the /psp/ in the URL, a double header will be rendered when the user clicks the Return link.

Wrap in Portal

Select to display the content wrapped in the portal template header.

Include Content Title

Select to include the content title in the rendered content.

Include Summary Information

Select to include the content summary information in the rendered content.

This selection includes a summary of the content, as well as the content source and last modified date and time, and any associated image.

Include Page Title

Select to include a page title for the content.

When you select this option, the Default Page Title and Override Page Title fields appear.

Default Page Title and Override Page Title

A default page title of View Content appears; however, you can override this value by entering a title in the Override Page Title field.

Include Return Link

Select to include an explicit return link on the content display page, enabling your viewer to navigate back to an appropriate location.

When you select this option, the Default Return Label, Override Return Label, and Return to URL Value fields appear.

Default Return Label

A default return label of Return appears; however, you can override this value by entering a return label in the Override Return Label field.

Return to URL Value

Enter the URL to an explicit location to which you want to return your users from the content display page.

Click to jump to top of pageClick to jump to parent topicPreviewing Content

Access the Preview Content page (select Content Management, Advanced Options, Render Content URL; select the Preview Content tab).

Use this page to review content in the format in which it will be seen by viewers.

Edit Content

Click to access the Content Properties page, where you can edit content properties such as title, summary, and content location.

See Content Properties.

Click to jump to parent topicSearching for Content

This section discusses how to search for content management items.

Click to jump to top of pageClick to jump to parent topicSearching for Content Management Items

Access the Search Content page (EPPCM_SRCH_MAIN) (select Content Management, Advanced Options, Search Content).

The Search Content page uses the Verity feature to search for content within Content Management.

Search Tips

Click to access the Search Tips page, where you can view an outline of search techniques you can use to expand and constrain searches.

Search Text

Enter the text, tag words, or key words to search on.

Search In

Define the scope of the search to cover the current folder, the current site, or all folders and sites.

Note. The Current Folder option applies when you click the Search Content button from a folder hierarchy or property page.

Feature

Select which feature items to search.

For example, to search only news publications, select only the News Publications option.

Search Results

The result links point to the content properties page within the folder location that was found first and to which you have access.