Ektron CMS400.NET Administrator Manual

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Introduction to Ektron CMS400.NET assigned a unique ID. Ektron CMS400.NET uses the ID to retrieve content from the database. If during the evolution of your site the need for a new template arises, you simply create a new one, store it in a directory accessible to Ektron CMS400.NET, and create new content that uses the new template. You can even modify the layout of an existing template, reincorporate it, and the content automatically flows into and adjusts to the new layout. Conventions of the Documentation Convention Explanation Bold Courier New Note: This document‘s typographic styles and conventions are explained below. Bold type indicates a menu selection, field or text that you must select. Courier New font indicates code that you may enter. Notes indicate special conditions or issues that the reader should be aware of. WARNING! A warning indicates very important information that should be followed. Inattention to a warning can produce undesirable results. Ektron CMS400.NET Administrator Manual, Version 6.1 for .Net 2.0, Revision 5 4
Convention Explanation Italic Introduction to Ektron CMS400.NET Italic text indicates either a title that is being cited or a special use of a word that might be confused with common world terms. Ektron CMS400.NET Administrator Manual, Version 6.1 for .Net 2.0, Revision 5 5
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 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: Management of Content Introduction
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
Page 71 and 72: • ”Breadcrumbs” on page 50 Ma
Page 73 and 74: Smart Forms Managing Content Folder
Page 75 and 76: Managing Content FoldersManaging Co
Page 77 and 78: . Managing Content FoldersManaging
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WARNING! 4. The Edit Breadcrumbs sc
Page 81 and 82:
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
Page 103 and 104:
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
Page 111 and 112:
Validating XHTML Content Ektron CMS
Page 113 and 114:
Validating XHTML Content Submit 12
Page 115 and 116:
Attribute Description Dialogs that
Page 117 and 118:
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
Page 123 and 124:
Creating and Deploying Search Tag D
Page 125 and 126:
Metadata with a selected term in th
Page 127 and 128:
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
Page 141 and 142:
Requiring Users to Enter Metadata M
Page 143 and 144:
Adding Content Programmatically Con
Page 145 and 146:
Content Reports Content Reports The
Page 147 and 148:
Report Displays content in this sta
Page 149 and 150:
Content Reports Toolbar Button Desc
Page 151 and 152:
Sorting and Filtering Content Repor
Page 153 and 154:
Content Reports information in the
Page 155 and 156:
Approvals Reports Content Reports E
Page 157 and 158:
Approving Multiple Content Items Ch
Page 159 and 160:
Submitted Report Column Description
Page 161 and 162:
Editing Content with a Pending Star
Page 163 and 164:
Content to Expire Report Content Re
Page 165 and 166:
A sample report appears below. Sele
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Report Type Executive View Content
Page 169 and 170:
Selection Criteria Content Reports
Page 171 and 172:
Running the Bad Links Report Conten
Page 173 and 174:
The item opens in edit mode, so you
Page 175 and 176:
Frequency How to indicate Example M
Page 177 and 178:
Folder Properties Managing Library
Page 179 and 180:
Editing Library Properties Field De
Page 181 and 182:
Managing Library Items Action Files
Page 183 and 184:
Field Description Managing Library
Page 185 and 186:
NOTE Managing Library Items Here is
Page 187 and 188:
Working with Smart Forms WARNING! B
Page 189 and 190:
• ”Viewing Smart Forms” on pa
Page 191 and 192:
Adding a New Smart Form Note Workin
Page 193 and 194:
Working with Smart Forms To learn a
Page 195 and 196:
Section Field Description NOTE Work
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Viewing Smart Forms To view a Smart
Page 199 and 200:
Working with Smart Forms Button Nam
Page 201 and 202:
Preview Tab Field Description XML S
Page 203 and 204:
Editing a Data Design Package Worki
Page 205 and 206:
Working with Smart Forms 6. Edit th
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Deleting Smart Forms 5. The View XS
Page 209 and 210:
XML Indexing NOTE XML IndexingWorki
Page 211 and 212:
XML IndexingWorking with Smart Form
Page 213 and 214:
Setting up a Developer-Defined Sear
Page 215 and 216:
Screen section Description XML Inde
Page 217 and 218:
Editing the Search Labels XML Index
Page 219 and 220:
Using the Data Designer corner of t
Page 221 and 222:
Designing a Screen Using the Data D
Page 223 and 224:
Using the Data Designer Field type
Page 225 and 226:
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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Page 235 and 236:
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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
Page 245 and 246:
John Doe 555-1212 john.doe@email.co
Page 247 and 248:
Fields on the Tabular Data Dialog U
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Field Description Minimum number Ma
Page 251 and 252:
Page 253 and 254:
Dialog Box Fields on the Plain Text
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Field Description Using the Data De
Page 257 and 258:
Resizing a Plain Text Field Rich Ar
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Choices Using the Data Designer Use
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Page 263 and 264:
Page 265 and 266:
Dialog Box Fields on the Select Lis
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Page 269 and 270:
Field Description Creating Your Own
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Using the Data Designer 2. Insert a
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Page 275 and 276:
WARNING! WARNING! Using the Data De
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Example Field Text Example Field Fo
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Page 281 and 282:
Page 283 and 284:
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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
Page 307 and 308:
Managing HTML Forms You can modify
Page 309 and 310:
Sending Data as XML Managing HTML F
Page 311 and 312:
Form sent as Plain Text Generated e
Page 313 and 314:
Root Tag Form and Mail Tags The fol
Page 315 and 316:
Data Tags XML Tag Description Manag
Page 317 and 318:
Redirecting Submitted Form Data NOT
Page 319 and 320:
Managing Assets Managing Assets Thi
Page 321 and 322:
The AssetManagement.Config File Man
Page 323 and 324:
NOTE Managing Assets 1. Edit in the
Page 325 and 326:
User Needs these permissions User D
Page 327 and 328:
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
Page 333 and 334:
Adding MIME Types Managing Assets Y
Page 335 and 336:
Changing File Properties Managing A
Page 337 and 338:
Managing Assets 5. Save, Check In,
Page 339 and 340:
PDF Conversion Process Managing Ass
Page 341 and 342:
Local PDF Generation Managing Asset
Page 343 and 344:
Adding Assets Automatically Managin
Page 345 and 346:
Element Description Managing Assets
Page 347 and 348:
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
Page 371 and 372:
Cause Resolution Managing Assets Du
Page 373 and 374:
Managing Tasks Managing Tasks NOTE
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Task Categories and Types NOTE Mana
Page 377 and 378:
Managing Tasks The following exampl
Page 379 and 380:
Managing Tasks 3. Click the Add Tas
Page 381 and 382:
Editing a Task Type Managing Tasks
Page 383 and 384:
When you delete a Task Type, the fo
Page 385 and 386:
The most common scenario illustrate
Page 387 and 388:
Preapproval Groups Report Managing
Page 389 and 390:
The task has the following informat
Page 391 and 392:
Event Content Status Task Status Co
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Progression of Task States Managing
Page 395 and 396:
Task View Options Managing Tasks
Page 397 and 398:
Managing Tasks Folder Displays thes
Page 399 and 400:
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
Page 405 and 406:
Search Options All the Words Any of
Page 407 and 408:
Discussion Boards Overview Discussi
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Discussion Boards Ektron CMS400.NET
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Discussion Boards If you click a Di
Page 413 and 414:
• ”Working with Posts” on pag
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Field Description Categories (separ
Page 417 and 418:
Discussion Boards You can change an
Page 419 and 420:
Field Description Complete the scre
Page 421 and 422:
Working with Topics Adding a Topic
Page 423 and 424:
Field Description Viewing a Topic N
Page 425 and 426:
Button Description For more informa
Page 427 and 428:
Approving a Post 5. Click reply. 6.
Page 429 and 430:
Searching a Forum’s Posts NOTE Di
Page 431 and 432:
Discussion Boards Discussion Board
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Permission Give the user ability to
Page 435 and 436:
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
Page 449 and 450:
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
Page 459 and 460:
Editing a Calendar Deleting a Calen
Page 461 and 462:
Adding Event Types 1. Access the Ev
Page 463 and 464:
Creating a Foreign Language Calenda
Page 465 and 466:
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’
Page 489 and 490:
NOTE URL Aliasing 4. In the Alias N
Page 491 and 492:
Business Rules Introduction NOTE Bu
Page 493 and 494:
Business Rules Ruleset. To highligh
Page 495 and 496:
Edit a Ruleset • ”Delete a Rule
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5. Click OK. 6. The rule is removed
Page 499 and 500:
. Business Rules 5. Step 1 in the W
Page 501 and 502:
Condition Description Example The C
Page 503 and 504:
Business Rules 12. The View Ruleset
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Edit a Rule in a Ruleset Business R
Page 507 and 508:
Web Site Navigation Aids Collection
Page 509 and 510:
Collection Creation Method Via the
Page 511 and 512:
Personalization Feature IMPORTANT!
Page 513 and 514:
NOTE Personalization Feature If you
Page 515 and 516:
Menu Feature Menu Feature Ektron CM
Page 517 and 518:
Menu Feature Also, if a user has pe
Page 519 and 520:
NOTE Menu Feature • a user naviga
Page 521 and 522:
Reordering the Folders on the Menu
Page 523 and 524:
Managing Users & User GroupsManagin
Page 525 and 526:
Managing Users IMPORTANT! Creating
Page 527 and 528:
NOTE NOTE Viewing a User Editing a
Page 529 and 530:
WARNING! Managing Users & User Grou
Page 531 and 532:
Managing Users & User GroupsManagin
Page 533 and 534:
Deleting a User Group NOTE Managing
Page 535 and 536:
Membership Users and Groups content
Page 537 and 538:
5. Click the Save button ( ). Membe
Page 539 and 540:
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
Page 555 and 556:
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
Page 563 and 564:
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
Page 573 and 574:
Breaking Inheritance Restoring Inhe
Page 575 and 576:
Setting Permissions for a Content F
Page 577 and 578:
Adding a User or User Group to the
Page 579 and 580:
Setting Permissions 3. Uncheck the
Page 581 and 582:
NOTE • ”The Approval Method”
Page 583 and 584:
Adding Approvers From this screen,
Page 585 and 586:
Deleting Approvers NOTE Setting App
Page 587 and 588:
Setting Approval Chains For example
Page 589 and 590:
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:
Page 599 and 600:
How Single Sign on Works Setting up
Page 601 and 602:
Page 603 and 604:
Page 605 and 606:
Page 607 and 608:
Page 609 and 610:
Page 611 and 612:
NOTE Active Directory IntegrationAc
Page 613 and 614:
After Integration is Enabled Active
Page 615 and 616:
Page 617 and 618:
Page 619 and 620:
Page 621 and 622:
The Active Directory Setup Screen A
Page 623 and 624:
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Domain If you want to restrict the
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. Active Directory IntegrationActiv
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Page 631 and 632:
Page 633 and 634:
Page 635 and 636:
Page 637 and 638:
Page 639 and 640:
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User Authentication Only ModeActive
Page 643 and 644:
IMPORTANT! User Groups User Authent
Page 645 and 646:
User Authentication Only ModeActive
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This chapter covers the following t
Page 649 and 650:
LDAP Authentication Field Descripti
Page 651 and 652:
Field Needed Information Port 389 O
Page 653 and 654:
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
Page 659 and 660:
Deleting Users NOTE LDAP Authentica
Page 661 and 662:
LDAP Authentication The View Users
Page 663 and 664:
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
Page 671 and 672:
The Default Language NOTE Disabling
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Translating Content . Multi-Languag
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Multi-Language Support 3. Navigate
Page 677 and 678:
NOTE NOTE Multi-Language Support 2.
Page 679 and 680:
Multi-Language Support 9. Select th
Page 681 and 682:
Overview of Exporting/Importing Tra
Page 683 and 684:
NOTE Multi-Language Support the hea
Page 685 and 686:
NOTE Multi-Language Support 12. Cli
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Multi-Language Support 4. Click the
Page 689 and 690:
Multi-Language Support 3. Only cont
Page 691 and 692:
Multi-Language Support doing this,
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Step For details, see 8. Set up app
Page 695 and 696:
Select Case ContentLanguage Case "1
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Scenario 1 Before Upgrade After Upg
Page 699 and 700:
Scenario 2 Before Upgrade After Upg
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Multi-Language Support 4. Translate
Page 703 and 704:
NOTE You can assign whatever name y
Page 705 and 706:
Site ReplicationManaging Your CMS40
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NOTE Site ReplicationManaging Your
Page 709 and 710:
Page 711 and 712:
Directions Screen 1. Indicate if th
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Directions Screen 3. Identify the W
Page 715 and 716:
Directions Screen 6. Enter the fold
Page 717 and 718:
Directions Screen 9. On the receivi
Page 719 and 720:
Directions Screen 11. If you are co
Page 721 and 722:
Directions Screen 12. Click the Ins
Page 723 and 724:
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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
Page 731 and 732:
Field Description Remote DB . Site
Page 733 and 734:
Configuring the Sending Server NOTE
Page 735 and 736:
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
Page 787 and 788:
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
Page 793 and 794:
Verifying Connections Web Alert Fea
Page 795 and 796:
Web Alert Feature Step Description
Page 797 and 798:
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
Page 809 and 810:
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
Page 815 and 816:
Web Alert Feature Ektron CMS400.NET
Page 817 and 818:
Field Group Assigning Web Alert Inf
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Field Group Description Inheriting
Page 821 and 822:
Web Alert Feature What happens next
Page 823 and 824:
Web Alert Feature If you want the m
Page 825 and 826:
Web Alert Feature Ektron CMS400.NET
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IMPORTANT! Ektron Windows Service I
Page 829 and 830:
Changing the http Port Disabling PD
Page 831 and 832:
Ektron Windows Service The service
Page 833 and 834:
Ektron Windows Service Ektron CMS40
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Load Balancing Load Balancing has t
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Load Balancing For more information
Page 839 and 840:
Set Up Two Ektron CMS400.NET Web Si
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Load Balancing This section explain
Page 843 and 844:
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
Page 851 and 852:
Load Balancing asset is available f
Page 853 and 854:
email Features The Tasks feature al
Page 855 and 856:
Conditions for Instant eMail email
Page 857 and 858:
Field Source of Default Information
Page 859 and 860:
Viewing Fonts 2. Click the Add Font
Page 861 and 862:
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
Page 869 and 870:
Microsoft SharePoint Portal Server
Page 871 and 872:
Page 873 and 874:
What is a Web Part? Microsoft Share
Page 875 and 876:
Page 877 and 878:
NOTE Method Screen Drag and drop th
Page 879 and 880:
Modifying Web Parts Microsoft Share
Page 881 and 882:
Approvals Web Part NOTE Microsoft S
Page 883 and 884:
Calendar Web Part NOTE Microsoft Sh
Page 885 and 886:
Collection Web Part NOTE Microsoft
Page 887 and 888:
Content Web Part Microsoft SharePoi
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NOTE Microsoft SharePoint Portal Se
Page 891 and 892:
Page 893 and 894:
NOTE Microsoft SharePoint Portal Se
Page 895 and 896:
Page 897 and 898:
Login Web Part Settings Microsoft S
Page 899 and 900:
Search Web Part Microsoft SharePoin
Page 901 and 902:
Page 903 and 904:
Syndicating Web Content as RSS RSS
Page 905 and 906:
Ektron, Inc. 5 Northern Boulevard,
Page 907 and 908:
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
Page 915 and 916:
Arabic (Qatar) 16385 Arabic (Saudi
Page 917 and 918:
Gaelic (Ireland) 2108 Galician (Spa
Page 919 and 920:
Spanish (Columbia) 9218 Spanish (Co
Page 921 and 922:
Index A accessibility dialogs that
Page 923 and 924:
notification of content activity 82
Page 925 and 926:
viewing content blocks 128 workflow
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