Ektron CMS400.NET Administrator Manual

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Adding Membership Users to a Membership User Group............. 513 Setting Permissions on Private Content for Membership Users.... 513 Viewing Membership User Information.......................................... 513 Editing Membership Users ............................................................ 515 Deleting Membership Users .......................................................... 516 Membership User Groups ....................................................... 516 Adding Membership User Groups ................................................. 517 Viewing Users in a Membership User Group................................. 518 Adding Membership Users to a Membership User Group............. 518 Setting Permissions on Private Content for Membership User Groups 518 Editing Membership User Group Name......................................... 518 Deleting User from Membership User Group ................................ 519 Deleting Membership User Groups ............................................... 519 Assigning Permissions for Memberships ............................. 520 Troubleshooting Problems with Membership Users and Groups ...................................................................................... 521 Private Content................................................................522 Custom User Properties .................................................527 The View Custom Properties Screen ..................................... 528 Adding a Custom User Property ............................................ 529 Editing a Custom User Property ............................................ 539 Deleting a Custom User Property .......................................... 540 Setting the Custom User Properties Order ........................... 541 Using Custom User Properties for Non-English Languages ..... 543 Setting Permissions........................................................547 Who Is Authorized to Set Permissions.................................. 547 Setting Permissions through the Permissions Table........... 547 Inheritance................................................................................ 548 Standard & Advanced Permissions ....................................... 549 Setting Permissions for a Content Folder............................. 551 Setting Permissions for Content............................................ 554 Setting Approval Chains.................................................556 What is an Approval Chain? ................................................... 556 Examples of Approval Chains ................................................ 557 Inheritance and the Approval Chain ...................................... 557 Creating an Approval Chain for a Content Folder ................ 557 Editing an Approval Chain For Content................................. 561 The Approval Method .............................................................. 562 Defining Roles .................................................................564 Using the Roles Screens......................................................... 564 Guidelines for Using The Folder-User Admin Role ....................... 566 List of Administrator Privileges ............................................. 567 Ektron CMS400.NET Administrator Manual, Version 6.1 for .Net 2.0, Revision 5 x
Active Directory Feature.................................................569 Active Directory Integration ................................................ 571 How Information is Transferred from AD to Ektron CMS400.NET............................................................................. 571 Which Information is Transferred from AD to Ektron CMS400.NET............................................................................. 572 Logging into a System that Uses AD Integration ................. 574 Associating User Information in AD with Ektron CMS400.NET . 583 Adding User Information from AD to Ektron CMS400.NET ........... 583 When Integration is First Enabled ................................................. 584 After Integration is Enabled ........................................................... 585 Editing User Information in Ektron CMS400.NET.......................... 585 Deleting Users ............................................................................... 586 Replacing a User ........................................................................... 586 User Groups ............................................................................. 586 Copying User Groups from AD to Ektron CMS400.NET ............... 587 Associating a User’s AD Group Information with Ektron CMS400.NET 588 Mapping the Administrator Group.................................................. 589 User Belongs to AD Group that Does Not Exist in Ektron CMS400.NET ................................................................................ 591 User Belongs to Ektron CMS400.NET Group that Does Not Exist in AD.................................................................................................. 591 Removing Users from a Group...................................................... 591 Adding User Groups ...................................................................... 592 Adding a User to a Group.............................................................. 592 Replacing a User Group ................................................................ 592 Deleting a User Group................................................................... 592 The Screens of the Active Directory Feature ........................593 The Edit Domains Screen.............................................................. 593 The Active Directory Setup Screen ............................................... 597 The Active Directory Status Screen............................................... 602 The View Users Screen................................................................. 606 The View User Groups Screen...................................................... 609 Setup Guidelines ..................................................................... 612 Disabling AD Integration......................................................... 614 User Authentication Only Mode.......................................... 617 How Information is Transferred from Active Directory to Ektron CMS400.NET............................................................................. 617 Which Information is Transferred from Active Directory to CMS400.NET............................................................................. 617 Logging In ................................................................................ 617 Adding User Information from AD to Ektron CMS400.NET.. 617 Changing the User Login Name in AD...................................618 Ektron CMS400.NET Administrator Manual, Version 6.1 for .Net 2.0, Revision 5 xi
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 and 10: Summary Table of Contents Securing
Page 11 and 12: Detailed Table of Contents Securing
Page 13 and 14: Editing a Metadata Definition......
Page 15 and 16: Allowing File Types................
Page 17: Selecting a Rule ..................
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
Page 63 and 64: View Menu Managing Content FoldersM
Page 65 and 66: Modifying the Folder Display Managi
Page 67 and 68: Managing Content FoldersManaging Co
Page 69 and 70:
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
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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
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Defining Roles assigning folder per
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Active Directory Feature Mode Infor
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Active Directory IntegrationActive
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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
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IMPORTANT IMPORTANT LDAP Authentica
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Deleting Users NOTE LDAP Authentica
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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
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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
Page 871 and 872:
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What is a Web Part? Microsoft Share
Page 875 and 876:
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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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Ektron CMS400.NET Administrator Manual

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