Ektron CMS400.NET Administrator Manual

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Restoring a Backup ....................................................................... 565 Replicating to Multiple Sites................................................... 565 Supporting Several Sites on One Staging Server................. 566 Web Services...................................................................570 Syndicating Web Content as RSS .................................571 JavaScript Syndication...................................................572 What is Syndication? .............................................................. 572 Syndication Example............................................................... 572 Hosting & Syndication ............................................................ 576 Setting up a Syndicated Template ................................................. 577 Load Balancing ...............................................................579 Load Balancing Library Images and Files............................. 579 Using Site Replication for Load Balancing ........................... 580 Configuring Load Balancing without Site Replication ......... 581 Set Up Two Ektron CMS400.NET Web Sites ................................ 583 Set Up Virtual Directories for Two Web Sites ................................ 584 Setting Up Load Balancing for Two Sites ...................................... 592 What Now? .................................................................................... 595 Ektron CMS400.NET on Three Servers.................................. 595 Setting Up Multiple Web Sites ....................................................... 596 Setting Up Virtual Directories for Three Sites................................ 596 Setting Up Load Balancing for Three Servers ............................... 597 What Now? .................................................................................... 599 Load Balancing Assets ........................................................... 599 Setting up Load Balancing............................................................. 601 URL Aliasing....................................................................603 Automatic vs. Manual URL Aliasing....................................... 604 Automatic URL Aliasing..........................................................604 Manual Aliasing ....................................................................... 607 Benefits of Manual URL Aliasing ................................................... 609 Enabling Manual Aliasing .............................................................. 609 Activating/Deactivating Manual Aliasing........................................ 616 Permissions for Manual Aliasing ................................................... 617 Adding a Base Reference to a Template ....................................... 618 Assigning a Manual URL Alias ...................................................... 618 Editing a Manual URL Alias........................................................... 622 Removing a Manual URL Alias...................................................... 623 Ektron CMS400.NET Administrator Manual, Version 5.5 for .Net 2.0, Revision 1 ix
email Features .................................................................624 Configuring SMTP Server ....................................................... 624 Automatic eMail Notification .................................................. 624 Instant eMail ............................................................................. 625 Active Directory Feature.................................................630 Active Directory Integration ................................................ 632 How Information is Transferred from AD to Ektron CMS400.NET............................................................................. 632 Which Information is Transferred from AD to Ektron CMS400.NET............................................................................. 633 Logging into a System that Uses AD Integration ................. 634 Associating User Information in AD with Ektron CMS400.NET . 643 Adding User Information from AD to Ektron CMS400.NET ........... 643 When Integration is First Enabled ................................................. 644 After Integration is Enabled ........................................................... 645 Editing User Information in Ektron CMS400.NET.......................... 646 Deleting Users ............................................................................... 646 Replacing a User ........................................................................... 646 User Groups ............................................................................. 647 Copying User Groups from AD to Ektron CMS400.NET ............... 647 Associating a User’s AD Group Information with Ektron CMS400.NET 648 Mapping the Administrator Group.................................................. 649 User Belongs to AD Group that Does Not Exist in Ektron CMS400.NET ................................................................................ 651 User Belongs to Ektron CMS400.NET Group that Does Not Exist in AD.................................................................................................. 651 Removing Users from a Group...................................................... 651 Adding User Groups ...................................................................... 652 Adding a User to a Group.............................................................. 652 Replacing a User Group ................................................................ 652 Deleting a User Group................................................................... 652 The Screens of the Active Directory Feature ........................653 The Active Directory Setup Screen ............................................... 653 The Active Directory Status Screen............................................... 658 The View Users Screen................................................................. 663 The View User Groups Screen...................................................... 666 Setup Guidelines ..................................................................... 668 Disabling AD Integration......................................................... 670 User Authentication Only Mode.......................................... 673 How Information is Transferred from Active Directory to Ektron CMS400.NET............................................................................. 673 Which Information is Transferred from Active Directory to Ektron CMS400.NET Administrator Manual, Version 5.5 for .Net 2.0, Revision 1 x
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 and 14: Server Configuration ..............
Page 15 and 16: Task Permissions...................
Page 17: Prerequisites .....................
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
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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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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
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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
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language export feature, see multil
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editing 121 introduction 113 member
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