Ektron CMS400.NET Administrator Manual

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Membership Users and Groups................................................................... 510 Private Content............................................................................................ 522 Custom User Properties .............................................................................. 527 Setting Permissions..................................................................................... 547 Setting Approval Chains.............................................................................. 556 Defining Roles ............................................................................................. 564 Active Directory Feature.............................................................................. 569 Active Directory Integration ........................................................................ 571 User Authentication Only Mode.................................................................. 617 LDAP Authentication ................................................................................... 622 Multi-Language Support .......................................................640 Managing Your CMS400 System ..........................................680 Site Replication ........................................................................................... 680 Content Analytics Feature ........................................................................... 742 Support for Multiple Sites ............................................................................ 756 Web Alert Feature ....................................................................................... 765 Ektron Windows Service ............................................................................. 802 Web Services .............................................................................................. 810 Load Balancing............................................................................................ 811 email Features............................................................................................. 828 Font Manager .............................................................................................. 834 Integrating with Other Systems............................................838 Microsoft SharePoint Portal Server Integration ........................................... 838 Syndicating Web Content as RSS............................................................... 879 Additional Information ..........................................................880 Appendix A: Unicode Support ..................................................................... 882 Appendix B: Browser Issues ................................................886 Appendix C: List of Supported Languages.........................890 Ektron CMS400.NET Administrator Manual, Version 6.1 for .Net 2.0, Revision 5 ii
Detailed Table of Contents Securing Ektron CMS400.NET ............................................i Security Checklist.........................................................................i Additional Information ................................................................ii Editing Builtin......................................................................................ii What’s New in the 6.1 Release ..........................................iii Introduction to Ektron CMS400.NET.................1 Getting Started....................................................6 Logging Into an Ektron CMS400.NET Web Site ........................6 Accessing the Workarea ........................................................... 11 Workarea Navigation .................................................................13 Recognizing Content.................................................................14 Edit ()............................................................................................... 20 View Content Difference () .............................................................. 21 Approve ()........................................................................................ 22 View History () ................................................................................. 22 Preview () ........................................................................................ 23 Workarea ()...................................................................................... 23 Logout () .......................................................................................... 24 Site Preview................................................................................24 Modifying the Application Setup Screen ........................25 Viewing Application Setup Information ...................................25 Updating Setup Information......................................................26 Enabling WebImageFX ..............................................................30 Enabling CMS to Create File System Folders .........................31 BuiltIn User.................................................................................32 Editor Options............................................................................32 Managing Content ............................................35 Managing Content Folders...............................................35 Accessing the Content Folder..................................................36 Folder Properties .......................................................................42 Purge History .............................................................................48 Smart Forms...............................................................................49 Ektron CMS400.NET Administrator Manual, Version 6.1 for .Net 2.0, Revision 5 iii
Page 1 and 2: Ektron CMS400.NET Administrator Man
Page 3 and 4: EKTRON, INC. SOFTWARE LICENSE AGREE
Page 5 and 6: Securing Ektron CMS400.NET Security
Page 7 and 8: What’s New in the 6.1 Release Wha
Page 9: Summary Table of Contents Securing
Page 13 and 14: Editing a Metadata Definition......
Page 15 and 16: Allowing File Types................
Page 17 and 18: Selecting a Rule ..................
Page 19 and 20: Active Directory Feature...........
Page 21 and 22: Resolving Conversion Issues........
Page 23 and 24: Set Up Virtual Directories for Two
Page 25 and 26: Introduction to Ektron CMS400.NET I
Page 27 and 28: Management of Content Introduction
Page 29 and 30: Convention Explanation Italic Intro
Page 31 and 32: Getting Started on one computer. Th
Page 33 and 34: Getting Started That user cannot si
Page 35 and 36: Accessing the Workarea Getting Star
Page 37 and 38: Workarea Navigation NOTE When you c
Page 39 and 40: Meaning of Border Color Each surrou
Page 41 and 42: To change the display type, follow
Page 43 and 44: Toolbar Button Content Status Lette
Page 45 and 46: Getting Started 4. Click the Edit b
Page 47 and 48: NOTE Preview ( ) NOTE Workarea ( )
Page 49 and 50: Modifying the Application Setup Scr
Page 51 and 52: Field Description Modifying the App
Page 53 and 54: Field Description Display button te
Page 55 and 56: Modifying the Application Setup Scr
Page 57 and 58: Enable Font Buttons . Editor Option
Page 59 and 60: Managing Content Managing Content F
Page 61 and 62:
NOTE Managing Content FoldersManagi
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View Menu Managing Content FoldersM
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Modifying the Folder Display Managi
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Managing Content FoldersManaging Co
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Tab Field Description Should Office
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• ”Breadcrumbs” on page 50 Ma
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Smart Forms Managing Content Folder
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Managing Content FoldersManaging Co
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. Managing Content FoldersManaging
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WARNING! 4. The Edit Breadcrumbs sc
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WARNING! 4. The Edit Breadcrumbs sc
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Adding Subfolders 4. The Edit Bread
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Managing HTML Content Managing HTML
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Managing HTML Content NOTE To learn
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NOTE Managing HTML Content From thi
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Inheritance of Folder Templates Man
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Adding a Template to a Folder Manag
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Managing HTML Content To change the
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See Also: Adding HTML Content Addin
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Content variable The Language Ident
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Note Managing HTML Content CMS400.N
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NOTE Managing HTML Content 6. Check
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Content Workflow Link Checking Mana
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Managing HTML Content The content r
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or - Go to Workarea > Content. - Na
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Validating XHTML Content Ektron CMS
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Validating XHTML Content Submit 12
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Attribute Description Dialogs that
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Validating XHTML Content • Both s
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Meta Tags Metadata Metadata type De
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Example Meta Tags Creating and Depl
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Creating and Deploying Search Tag D
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Metadata with a selected term in th
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Metadata 5. Have your Web developer
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Metadata • DC.subject - The topic
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Metadata 4. The View Metadata Defin
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Field Description Style Select from
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Multiple Selections Appearance on E
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Text Number Date Boolean Single Sel
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Metadata If you create a metadata d
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Requiring Users to Enter Metadata M
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Adding Content Programmatically Con
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Content Reports Content Reports The
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Report Displays content in this sta
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Content Reports Toolbar Button Desc
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Sorting and Filtering Content Repor
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Content Reports information in the
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Approvals Reports Content Reports E
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Approving Multiple Content Items Ch
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Submitted Report Column Description
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Editing Content with a Pending Star
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Content to Expire Report Content Re
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A sample report appears below. Sele
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Report Type Executive View Content
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Selection Criteria Content Reports
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Running the Bad Links Report Conten
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The item opens in edit mode, so you
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Frequency How to indicate Example M
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Folder Properties Managing Library
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Editing Library Properties Field De
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Managing Library Items Action Files
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Field Description Managing Library
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NOTE Managing Library Items Here is
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Working with Smart Forms WARNING! B
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• ”Viewing Smart Forms” on pa
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Adding a New Smart Form Note Workin
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Working with Smart Forms To learn a
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Section Field Description NOTE Work
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Viewing Smart Forms To view a Smart
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Working with Smart Forms Button Nam
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Preview Tab Field Description XML S
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Editing a Data Design Package Worki
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Working with Smart Forms 6. Edit th
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Deleting Smart Forms 5. The View XS
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XML Indexing NOTE XML IndexingWorki
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XML IndexingWorking with Smart Form
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Setting up a Developer-Defined Sear
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Screen section Description XML Inde
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Editing the Search Labels XML Index
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Using the Data Designer corner of t
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Designing a Screen Using the Data D
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Using the Data Designer Field type
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The formats are described below. Fo
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Format Description Example XSLT The
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NOTE Using the Data Designer Later
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Now, the screen looks like this. Us
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Using the Data Designer Another adv
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Field Description Descriptive Name
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Tabular Data Using the Data Designe
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IMPORTANT! Editing Tabular Data NOT
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John Doe 555-1212 john.doe@email.co
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Fields on the Tabular Data Dialog U
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Field Description Minimum number Ma
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Dialog Box Fields on the Plain Text
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Field Description Using the Data De
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Resizing a Plain Text Field Rich Ar
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Choices Using the Data Designer Use
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Dialog Box Fields on the Select Lis
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Field Description Creating Your Own
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Using the Data Designer 2. Insert a
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WARNING! WARNING! Using the Data De
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Example Field Text Example Field Fo
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Using the Data Designer When the Cu
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Image Only Field Using the Data Des
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Fields on the File Link Field Dialo
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Using the Data Designer The Advance
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The Data Design view looks like thi
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The Allow Field Using the Data Desi
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NOTE Custom Validation Using the Da
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Using the Data Designer • The Dat
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Using the Data Designer 3. In the D
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Managing HTML Forms Form Permission
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Managing HTML Forms You can modify
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Sending Data as XML Managing HTML F
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Form sent as Plain Text Generated e
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Root Tag Form and Mail Tags The fol
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Data Tags XML Tag Description Manag
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Redirecting Submitted Form Data NOT
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Managing Assets Managing Assets Thi
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The AssetManagement.Config File Man
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NOTE Managing Assets 1. Edit in the
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User Needs these permissions User D
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Managing Assets 5. On the Web Shari
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Managing Assets 3. On the Directory
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The assetLibrary Folder Managing As
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Adding MIME Types Managing Assets Y
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Changing File Properties Managing A
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Managing Assets 5. Save, Check In,
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PDF Conversion Process Managing Ass
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Local PDF Generation Managing Asset
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Adding Assets Automatically Managin
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Element Description Managing Assets
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Element Description File Upload Typ
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Managing Assets 1. Go to Windows Co
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Symptom See this section After rece
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Step Screen 4. Click the stop butto
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Step Screen 9. In the Path text box
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Step Screen 13. On the Generation t
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Step Screen 17. Change Indexing to
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Step Screen 3. Stop all appropriate
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Step Screen 2. Click the plus sign
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4. Right click dmdata and choose Pr
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Step Screen 4. Click the Start butt
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Step Setup Screen 3. The Web Folder
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Cause Resolution Managing Assets Du
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Managing Tasks Managing Tasks NOTE
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Task Categories and Types NOTE Mana
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Managing Tasks The following exampl
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Managing Tasks 3. Click the Add Tas
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Editing a Task Type Managing Tasks
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When you delete a Task Type, the fo
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The most common scenario illustrate
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Preapproval Groups Report Managing
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The task has the following informat
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Event Content Status Task Status Co
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Progression of Task States Managing
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Task View Options Managing Tasks
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Managing Tasks Folder Displays thes
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View option Administrator group mem
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Deleting a Task Purging a Task Mana
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Searching Web Site Content NOTE NOT
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Search Options All the Words Any of
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Discussion Boards Overview Discussi
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Discussion Boards Ektron CMS400.NET
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Discussion Boards If you click a Di
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• ”Working with Posts” on pag
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Field Description Categories (separ
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Discussion Boards You can change an
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Field Description Complete the scre
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Working with Topics Adding a Topic
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Field Description Viewing a Topic N
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Button Description For more informa
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Approving a Post 5. Click reply. 6.
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Searching a Forum’s Posts NOTE Di
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Discussion Boards Discussion Board
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Permission Give the user ability to
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Discussion Boards 6. Assign appropr
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Editing a Post Deleting a Post 1. G
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NOTE Discussion Boards The Forum Re
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Ektron Explorer • location of Ekt
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Ektron Explorer configuration are g
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Editing a Configuration Button Desc
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• sign in as a different user To
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Ektron Explorer The following table
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Calendars NOTE The Calendars featur
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Button Name Lets you More Informati
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Section Description Calendars Title
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Section Description 4. Click the Sa
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Editing a Calendar Deleting a Calen
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Adding Event Types 1. Access the Ev
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Creating a Foreign Language Calenda
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Calendars For example, the followin
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Calendars 3. When the View Calendar
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URL Aliasing NOTE URL Aliasing Alia
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Aliased version /400Intranet/mycale
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Manual Aliasing Before Manual URL A
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Benefits of Manual URL Aliasing NOT
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URL Aliasing See Also: ”Updating
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NOTE . URL Aliasing When browsing t
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NOTE WARNING! NOTE URL Aliasing 6.
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14. Click OK. Activating/Deactivati
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6. Click the Save button ( ). See A
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Field Description ID The content’
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NOTE URL Aliasing 4. In the Alias N
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Business Rules Introduction NOTE Bu
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Business Rules Ruleset. To highligh
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Edit a Ruleset • ”Delete a Rule
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5. Click OK. 6. The rule is removed
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. Business Rules 5. Step 1 in the W
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Condition Description Example The C
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Business Rules 12. The View Ruleset
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Edit a Rule in a Ruleset Business R
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Web Site Navigation Aids Collection
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Collection Creation Method Via the
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Personalization Feature IMPORTANT!
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NOTE Personalization Feature If you
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Menu Feature Menu Feature Ektron CM
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Menu Feature Also, if a user has pe
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NOTE Menu Feature • a user naviga
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Reordering the Folders on the Menu
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Managing Users & User GroupsManagin
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Managing Users IMPORTANT! Creating
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NOTE NOTE Viewing a User Editing a
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WARNING! Managing Users & User Grou
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Managing Users & User GroupsManagin
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Deleting a User Group NOTE Managing
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Membership Users and Groups content
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5. Click the Save button ( ). Membe
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Membership Users and Groups The seq
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Membership Users and Groups The fol
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Membership Users and Groups 1. Acce
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Membership Users and Groups 9. The
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Scenario Web Page Display Logged in
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Making Assets Private NOTE Private
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Custom User Properties Custom User
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Buttons, Dropdown Boxes or Fields A
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5. Complete the screen according to
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Types Description Input Types Avail
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Date Only The response must be ente
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Completing a SelectList Field Entry
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Custom User Properties For informat
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Custom User Properties A dialog box
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Custom User Properties Using Custom
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WARNING! 3. Click on the Title you
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Setting Permissions Setting Permiss
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Breaking Inheritance Restoring Inhe
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Setting Permissions for a Content F
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Adding a User or User Group to the
Page 579 and 580:
Setting Permissions 3. Uncheck the
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NOTE • ”The Approval Method”
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Adding Approvers From this screen,
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Deleting Approvers NOTE Setting App
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Setting Approval Chains For example
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NOTE Screen Lets you give a user or
Page 591 and 592:
Defining Roles assigning folder per
Page 593 and 594:
Active Directory Feature Mode Infor
Page 595 and 596:
Active Directory IntegrationActive
Page 597 and 598:
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How Single Sign on Works Setting up
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NOTE Active Directory IntegrationAc
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After Integration is Enabled Active
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The Active Directory Setup Screen A
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Domain If you want to restrict the
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. Active Directory IntegrationActiv
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User Authentication Only ModeActive
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IMPORTANT! User Groups User Authent
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User Authentication Only ModeActive
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This chapter covers the following t
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LDAP Authentication Field Descripti
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Field Needed Information Port 389 O
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4. The Add a New User to the System
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Field Description 4. The Add a New
Page 657 and 658:
IMPORTANT IMPORTANT LDAP Authentica
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Deleting Users NOTE LDAP Authentica
Page 661 and 662:
LDAP Authentication The View Users
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The screen also displays the follow
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NOTE Multi-Language Support into it
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Viewing Your Site in Another Langua
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Multi-Language Support 3. Each lang
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The Default Language NOTE Disabling
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Translating Content . Multi-Languag
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Multi-Language Support 3. Navigate
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NOTE NOTE Multi-Language Support 2.
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Multi-Language Support 9. Select th
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Overview of Exporting/Importing Tra
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NOTE Multi-Language Support the hea
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NOTE Multi-Language Support 12. Cli
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Multi-Language Support 4. Click the
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Multi-Language Support 3. Only cont
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Multi-Language Support doing this,
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Step For details, see 8. Set up app
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Select Case ContentLanguage Case "1
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Scenario 1 Before Upgrade After Upg
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Scenario 2 Before Upgrade After Upg
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Multi-Language Support 4. Translate
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NOTE You can assign whatever name y
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Site ReplicationManaging Your CMS40
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NOTE Site ReplicationManaging Your
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Directions Screen 1. Indicate if th
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Directions Screen 3. Identify the W
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Directions Screen 6. Enter the fold
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Directions Screen 9. On the receivi
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Directions Screen 11. If you are co
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Directions Screen 12. Click the Ins
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See Also: Site ReplicationManaging
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Configuring the Site Replication Ut
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Configuring the Receiving Server NO
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Field Description Remote DB . Site
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Configuring the Sending Server NOTE
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Field Description Destinations Scre
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Field Description Make Staging Scre
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Setting up a Staging Server WARNING
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Tab/Function Use on sending server
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NOTE Site ReplicationManaging Your
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Error Solution Error using WebDAV t
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Error Solution Server was unable to
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Error Solution Status: Last replica
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Content Analytics Feature If this
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The Statistical Data Content Analyt
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Content Analytics Reporting Content
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Site Activity Content Analytics Fea
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Quick view time increment day hourl
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Top Referrers Content Analytics Fea
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Quick View Option “Jump to” opt
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Prerequisites NOTE Using Multiple S
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NOTE Support for Multiple Sites 6.
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Support for Multiple Sites • Link
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Support for Multiple Sites 11. Set
Page 789 and 790:
Web Alert Feature NOTE Web Alert Fe
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How Web Alert Works • ”Enabling
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Verifying Connections Web Alert Fea
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Web Alert Feature Step Description
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Web Alert Feature 6. Press Next. Th
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Web Alert Feature 8. Enter the user
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Web Alert Feature Manual Steps for
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Web Alert Feature Files\Ektron\CMS4
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Predefining Message Components Web
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Creating “From” Addresses To cr
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Previewing the email Message Web Al
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Effect on Custom User Properties We
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Web Alert Feature name and Enabled
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Web Alert Feature Ektron CMS400.NET
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Field Group Assigning Web Alert Inf
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Field Group Description Inheriting
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Web Alert Feature What happens next
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Web Alert Feature If you want the m
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Web Alert Feature Ektron CMS400.NET
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IMPORTANT! Ektron Windows Service I
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Changing the http Port Disabling PD
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Ektron Windows Service The service
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Ektron Windows Service Ektron CMS40
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Load Balancing Load Balancing has t
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Load Balancing For more information
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Set Up Two Ektron CMS400.NET Web Si
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Load Balancing This section explain
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7. The Virtual Directory Creation W
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NOTE 12. The Web Site Content Direc
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NOTE Load Balancing For additional
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Load Balancing • ”Setting Up Lo
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Load Balancing asset is available f
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email Features The Tasks feature al
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Conditions for Instant eMail email
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Field Source of Default Information
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Viewing Fonts 2. Click the Add Font
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Delete Fonts Font Manager By deleti
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Prerequisites Microsoft SharePoint
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Action Setup Screen 4. Click Next t
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What’s Next? Microsoft SharePoint
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Microsoft SharePoint Portal Server
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What is a Web Part? Microsoft Share
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NOTE Method Screen Drag and drop th
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Modifying Web Parts Microsoft Share
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Approvals Web Part NOTE Microsoft S
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Calendar Web Part NOTE Microsoft Sh
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Collection Web Part NOTE Microsoft
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Content Web Part Microsoft SharePoi
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NOTE Microsoft SharePoint Portal Se
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NOTE Microsoft SharePoint Portal Se
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Login Web Part Settings Microsoft S
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Search Web Part Microsoft SharePoin
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Syndicating Web Content as RSS RSS
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Ektron, Inc. 5 Northern Boulevard,
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NOTE Appendix A: Unicode Support
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Appendix A: Unicode Support Ektron
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Appendix B: Browser Issues 3. After
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Appendix B: Browser Issues 11. Make
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Arabic (Qatar) 16385 Arabic (Saudi
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Gaelic (Ireland) 2108 Galician (Spa
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Spanish (Columbia) 9218 Spanish (Co
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Index A accessibility dialogs that
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notification of content activity 82
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viewing content blocks 128 workflow
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