Ektron CMS400.NET Administrator Manual

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Plain Text ().................................................................................... 255 Rich Area () ................................................................................... 260 Choices () ...................................................................................... 262 Select List ()................................................................................... 265 Calculated Field () ......................................................................... 269 Calendar Field ()............................................................................ 279 Image Only Field ()........................................................................ 282 File Link Field ()............................................................................. 285 Deleting a Field from the Screen ................................................... 289 Fields that Appear on Several Dialogs .......................................... 289 Custom Validation.......................................................................... 293 Working with HTML Forms.............................................298 Form Permissions ................................................................... 298 Forms Must Use Template with FormBlock Server Control 299 Preparing the Server to Send email ....................................... 300 Implementing a Form on a Web Page .................................... 301 Sending Data as XML .............................................................. 302 Redirecting Submitted Form Data.......................................... 310 Ektron Explorer ...............................................................312 Providing the Ektron Explorer Installation File to Users ..... 312 Access to Ektron CMS400.NET .............................................. 312 Configuring Ektron Explorer .................................................. 313 Document Management Administration .......................320 Asset Management Configuration.......................................... 320 Allowing File Types........................................................................ 324 Asset Management Server (AMS) Registration..................... 324 Checking Document Management Permissions................... 330 PDF Generation........................................................................ 336 Troubleshooting....................................................................... 349 Setting Up the Indexing Service .................................................... 350 Installing the Acrobat PDF iFilter ................................................... 359 Disabling the System Indexing Service ......................................... 360 Turning on the Asset Indexing Service.......................................... 363 Using Microsoft Windows Server 2003 as a Client (Web Folders Setup)............................................................................................ 364 Font Manager...................................................................368 Managing Tasks...............................................................372 The Tasks Folder...................................................................... 373 Ektron CMS400.NET Administrator Manual, Version 5.5 for .Net 2.0, Revision 1 v
Task Permissions..................................................................... 373 Task Categories and Types..................................................... 374 Automatic Creation of Tasks Associated with Content ....... 383 Enabling Automatic Task Creation................................................. 385 Assigning a Preapproval Group to a Folder .................................. 385 How Automatic Task Creation Works ............................................ 387 Task States ............................................................................... 391 Task View Options ................................................................... 394 Email Notification .................................................................... 398 Archiving a Task ...................................................................... 398 Deleting a Task......................................................................... 399 Purging a Task ......................................................................... 400 Collections.......................................................................402 Collection Permissions ........................................................... 403 Menu Feature...................................................................404 Calendars.........................................................................406 Calendar Toolbar Buttons ....................................................... 407 Accessing the Workarea Using Calendars............................ 408 Calendar Permissions ............................................................. 408 Adding a New Calendar........................................................... 409 Display Weekends......................................................................... 413 Editing a Calendar ................................................................... 414 Deleting a Calendar ................................................................. 414 Calendar Event Types.............................................................. 414 Displaying Calendars on Web Pages..................................... 417 Creating a Foreign Language Calendar................................. 418 Using an Existing Calendar ID or Creating a New One................. 419 Content Analytics Feature..............................................425 Enabling the Content Analytics Feature................................ 425 Determining Which Pages are Tracked.................................. 426 Inserting a Content Analytics Server Control................................. 426 Tracking Pages vs. Individual Content Items................................. 426 Display of Analytic Data on Page .................................................. 426 Specifying the Frequency of Writing to the Database.......... 428 The Statistical Data.................................................................. 428 Tracking Site Visitors ..................................................................... 429 Writing to the IIS Log............................................................... 430 Content Analytics Reporting .................................................. 430 Summary of Statistical Data Available........................................... 430 Ektron CMS400.NET Administrator Manual, Version 5.5 for .Net 2.0, Revision 1 vi
Page 1 and 2: Ektron CMS400.NET Administrator Man
Page 3 and 4: EKTRON, INC. SOFTWARE LICENSE AGREE
Page 5 and 6: What’s New in the 5.5 Release Wha
Page 7 and 8: Document Management Administration
Page 11 and 12: Viewing Content....................
Page 13: Server Configuration ..............
Page 17 and 18: Prerequisites .....................
Page 19 and 20: email Features ....................
Page 23 and 24: Introduction to Ektron CMS400.NET B
Page 25 and 26: Introduction to Ektron CMS400.NET a
Page 27 and 28: Getting Started Getting Started Now
Page 29 and 30: Unlocking a Locked Account NOTE Get
Page 31 and 32: NOTE Getting Started You must upda
Page 33 and 34: Closing the Workarea Getting Starte
Page 35 and 36: Recognizing Content NOTE Getting St
Page 37 and 38: Floating Toolbar Display Type Getti
Page 39 and 40: Toolbar Button View Content Differe
Page 41 and 42: Getting Started 1. Log in to Ektron
Page 43 and 44: NOTE Preview ( ) NOTE Workarea ( )
Page 45 and 46: Modifying the Application Setup Scr
Page 47 and 48: Field Description Modifying the App
Page 49 and 50: Field Description Display button te
Page 51 and 52: NOTE BuiltIn User Modifying the App
Page 53 and 54: . Editor Option Description Modifyi
Page 55 and 56: Managing Content Folders Managing C
Page 57 and 58: Field Description Date Modified Man
Page 59 and 60: Folder Properties NOTE Managing Con
Page 61 and 62: Tab Field Description Style Sheet f
Page 63 and 64: Editing Folder Properties A content
Page 65 and 66:
Managing Content Folders 1. Access
Page 67 and 68:
Managing Content Managing Content W
Page 69 and 70:
Adding Content Managing Content If
Page 71 and 72:
Adding HTML Content Adding XML Cont
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NOTE Managing Content Depending on
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Editing Content Moving or Copying C
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Moving Or Copying One Content Item
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11. The content moves to the destin
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Managing Content 1. Access the View
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• ”Limiting Visitors to One Rat
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Exporting Details to Excel Managing
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Adding Content Programmatically Con
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Metadata NOTE Two kinds of metadata
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NOTE Metadata In addition, Ektron C
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Metadata Definition Fields Field De
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Field Description Metadata After cr
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Appearance on Search Screen Convert
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Metadata Following these choices is
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3. A confirmation message is displa
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Effect of a Default Value on Requir
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Creating the Additional Eight Field
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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 4. A confirmati
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NOTE • ”The Approval Method”
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Action Button See this section for
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Deleting Approvers NOTE Setting App
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Setting Approval Chains For example
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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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Managing Users & User Groups Access
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NOTE Field Description Managing Use
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Deleting a User IMPORTANT! WARNING!
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Creating a New User Group Managing
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Deleting a User Group NOTE Managing
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Screen Lets you give a user or user
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Defining Roles • After being iden
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Manage Custom Roles • create, red
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Scenario Web Page Display Site visi
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Memberships What are Membership Use
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Private Content & Memberships Addin
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Private Content & Memberships The s
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Private Content & Memberships 3. Th
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6. Click OK. Deleting Membership Us
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Custom User Properties NOTE Custom
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Buttons, Dropdown Boxes or Fields R
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Custom User Properties 5. Fill out
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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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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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5. Right click msmq_web and select
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Asynchronous Log File Reporting Web
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Creating Default Message Text Web A
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Creating “From” Addresses Web A
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Web Alert Feature The button appear
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Web Alert Feature The default name
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Web Alert Feature Assigning Web Ale
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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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•name - @appEmail@ •email addre
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Web Alert Feature Ektron CMS400.NET
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Managing XML WARNING! What’s in T
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Button Name Description More Inform
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6. The XML Configuration Data Desig
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3. The Add XML Configuration screen
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XML File Verification NOTE Managing
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Assigning a Different XML Configura
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XML Configuration Created with... D
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Editor Information NOTE Validation
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Display Information Tab NOTE Editin
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Managing XML 5. The Edit Data Desig
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Managing XML 7. Click the Add XML C
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5. A confirmation message is displa
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Types of Search Criteria Displaying
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Industry Use XML indexing to find H
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Validation Search Dialog Setup NOTE
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Screen section Description XML Inde
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Using the Data Designer WARNING! NO
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Using the Data Designer Both toolba
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Sample Screen Design Using the Data
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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 261 and 262:
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Group Box ( ) Using the Data Design
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Dialog Box Collapsed Group Field Fi
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Tabular Data ( ) NOTE Creating a Ta
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Using the Data Designer To explain
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Dialog Box Using the Data Designer
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Field Description Using the Data De
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Checkbox ( ) Dialog Box Fields on t
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NOTE Using the Data Designer If a p
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Field Description Descriptive Name
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Resizing a Plain Text Field Rich Ar
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Choices ( ) Using the Data Designer
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Dialog Box Using the Data Designer
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Field Description No longer availab
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Fields on the Calculated Field Dial
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Using the Formula Field Field Descr
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WARNING! Using the Data Designer 3.
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Example Field Text Example Field Fo
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Example Field Text Example Field Fo
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Moving a Calendar Field Dialog Box
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Image Only Field ( ) Field Descript
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Fields on the File Link Field Dialo
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The Allow Field Using the Data Desi
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NOTE Using the Data Designer Use th
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NOTE Using the Data Designer - betw
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Using the Data Designer 1. Click th
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Working with HTML Forms Form Permis
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Working with HTML Forms You can mod
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Sending Data as XML Working with HT
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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 Worki
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Redirecting Submitted Form Data NOT
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Ektron Explorer The Ektron CMS400.N
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Ektron Explorer If you change the p
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Editing a Configuration Button Desc
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Ektron Explorer • sign in to a di
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Document Management Administration
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Allowing File Types Document Manage
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The following appears. Document Man
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The following appears. Document Man
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User Settings • Read Extended Att
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Dmdata Settings within IIS Document
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PDF Generation Why use PDF? Documen
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Local PDF Generation Document Manag
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NOTE Document Management Administra
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16. Verify the following page appea
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Page 367 and 368:
Page 369 and 370:
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Symptom See this section A search o
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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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Step Screen 4. Click the Start butt
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Step Setup Screen 3. The Web Folder
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Font Manager NOTE Adding Fonts Font
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Edit Fonts 2. Click the font you wa
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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 2. The Add Task Type
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7. Choose a Task Type Availability.
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Task Type Availability Managing Tas
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Managing Tasks one or more users to
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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 Be
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Determining Which Tasks a User Can
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Email Notification Archiving a Task
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Purging a Task Managing Tasks Note
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Collections Ektron CMS400.NET’s C
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Menu Feature Menu Feature Ektron CM
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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 Calendars Long
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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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Type Use when... For more informati
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Creating a Multi-lingual Calendar U
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Calendars 3. Select the language fo
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Content Analytics Feature If this p
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Specifying the Frequency of Writing
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Writing to the IIS Log Content Anal
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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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NOTE Search Options All the Words S
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Multi-Language Support There are se
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Multi-Language Support • ”Enabl
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Multi-Language Support See Also:
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The Default Language NOTE Disabling
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Translating Content Multi-Language
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Multi-Language Support 6. The origi
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Multi-Language Support 10. Select t
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What is XLIFF? Multi-Language Suppo
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Multi-Language Support 4. The langu
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NOTE Multi-Language Support 9. Clic
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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 You can crea
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Creating Web Pages that Support Sev
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WARNING! Multi-Language Support 1.
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Scenario 1 Before Upgrade After Upg
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Before Upgrade After Upgrade Multi-
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Multi-Language Support 7. Copy and
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Multi-Language Support 6. Use Visua
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NOTE Using Multiple Sites WARNING!
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NOTE Support for Multiple Sites 6.
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- if you want to include the sample
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Support for Multiple Sites 11. Set
Page 509 and 510:
Best Practice for Setting up Multi-
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Prerequisites Ektron CMS400.NET Ser
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Action Setup Screen 5. Specify the
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What’s Next? Microsoft SharePoint
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Microsoft SharePoint Portal Server
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Page 521 and 522:
There are three types of Web Parts.
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Web Page View Description Microsoft
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Method Screen 1. Click a Web Part.
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Modifying a Web Part NOTE Microsoft
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Approvals Web Part Settings Microso
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Collection Web Part NOTE Collection
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Content Web Part Microsoft SharePoi
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NOTE Form Content Web Part Microsof
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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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Site Replication Site Replication N
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NOTE Site Replication When synchron
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Prerequisites • ”Configuring th
Page 555 and 556:
Installing the Site Replication Uti
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Directions Screen 3. Identify the W
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Directions Screen 5. Enter the serv
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Directions Screen 8. If your receiv
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Directions Screen 10. Enter the pat
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Directions Screen Server Field Ente
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Site Replication Additional Steps P
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Site Replication • If you will us
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Site Replication 2. Open the sitere
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NOTE Site Replication This screen d
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Field Description . Site Replicatio
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NOTE To return to the home screen,
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Field Description Site Replication
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Field Description The Site Replicat
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Performing Site Replication IMPORTA
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Site Replication • Status - Infor
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Site Replication Supporting Several
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Site Replication 3. If your receivi
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Web Services Web Services are reusa
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JavaScript Syndication What is Synd
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JavaScript Syndication After the co
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Hosting & Syndication JavaScript Sy
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JavaScript Syndication jsObj.Add "j
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See Also: Load Balancing • ”Usi
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Task Directions for 2 Web Servers 1
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Load Balancing 2. Select one instal
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IIS on Computer2 Why Must Virtual D
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3. In the toolbar at the top of the
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NOTE 9. The Web Site Content Direct
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NOTE Load Balancing 15. The IIS con
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Field Description Load Balancing 2.
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Setting Up Multiple Web Sites NOTE
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Computer1 Virtual Directory Points
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Load Balancing The load balance sof
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Updating the web.config File Load B
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Automatic vs. Manual URL Aliasing A
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URL Aliasing If Automatic Aliasing
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After Manual URL Aliasing This sect
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URL Aliasing You can enter one or m
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NOTE NOTE WARNING! URL Aliasing In
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Important! Don’t skip step 9! 10.
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7. Click OK. The Tags in Web.confi
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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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email Features Configuring SMTP Ser
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email Features When you click such
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Where Instant email is Available Mo
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Active Directory Feature Mode Infor
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Active Directory IntegrationActive
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Adjusting the Login Server Control
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NOTE Active Directory IntegrationAc
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Adding User Groups Adding a User to
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. Active Directory IntegrationActiv
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NOTE Setup Guidelines Active Direct
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Disabling AD Integration Active Dir
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User Authentication Only ModeActive
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User Authentication Only ModeActive
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Disabling AD Authentication User Au
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This chapter covers the following t
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5. Click the Save button ( ). Addin
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2. From the left side of the Workar
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IMPORTANT IMPORTANT LDAP Authentica
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LDAP Authentication 9. Fill out the
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The View Users Screen LDAP Authenti
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The View User Information Screen di
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Additional Information Supporting D
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Appendix A: List of Supported Langu
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English (Ireland) 6153 English (Jam
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Malay (Malaysian) 1086 Manipuri 111
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Urdu (Pakistan) 1056 Uzbek (Cyrilli
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Appendix B: Browser Issues 3. After
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Index A active directory integratio
Page 729 and 730:
language export feature, see multil
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editing 121 introduction 113 member
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