Ektron CMS400.NET Administrator Manual

More documents

Recommendations

Info

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 5.5 for .Net 2.0, Revision 1 5
Getting Started Getting Started Now that you have installed Ektron CMS400.NET, what’s next? This chapter explains several resources supplied by Ektron to help get your Ektron CMS400.NET Web site up and running. Logging Into an Ektron CMS400.NET Web Site Note See “Logging In and Out” in the Ektron CMS400.NET User Manual. If needed, you can adjust the width of the login screen. This may be necessary if you use Active Directory and have long database names. Use the ek_LoginScreenWidth element of the web.config file to adjust the width. Making Passwords Case Sensitive By default, passwords are case insensitive. So for example, if the password is TOKEN and the user enters token, the signon is successful. If you want to make passwords case sensitive, change the value of the ek_passwordCaseSensitive element of the web.config file from false to true. (The web.config file is located in your site’s root directory.) If you do, and the password is TOKEN and the user enters token, the signon is unsuccessful. The user would have to enter TOKEN to successfully sign on. Restricting Login Attempts Ektron CMS400.NET has a login security feature that, by default, locks out a user after five unsuccessful attempts to log in by a user on one computer. This section explains the flexibility you have in controlling this feature. Ektron CMS400.NET Administrator Manual, Version 5.5 for .Net 2.0, Revision 1 6
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 and 18: Prerequisites .....................
Page 19 and 20: email Features ....................
Page 23 and 24: Introduction to Ektron CMS400.NET B
Page 25: Introduction to Ektron CMS400.NET a
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
Page 73 and 74: NOTE Managing Content Depending on
Page 75 and 76: Editing Content Moving or Copying C
Page 77 and 78:
Moving Or Copying One Content Item
Page 79 and 80:
11. The content moves to the destin
Page 81 and 82:
Managing Content 1. Access the View
Page 83 and 84:
• ”Limiting Visitors to One Rat
Page 85 and 86:
Exporting Details to Excel Managing
Page 87 and 88:
Adding Content Programmatically Con
Page 89 and 90:
Metadata NOTE Two kinds of metadata
Page 91 and 92:
NOTE Metadata In addition, Ektron C
Page 93 and 94:
Metadata Definition Fields Field De
Page 95 and 96:
Field Description Metadata After cr
Page 97 and 98:
Appearance on Search Screen Convert
Page 99 and 100:
Metadata Following these choices is
Page 101 and 102:
3. A confirmation message is displa
Page 103 and 104:
Effect of a Default Value on Requir
Page 105 and 106:
Creating the Additional Eight Field
Page 107 and 108:
Setting Permissions Setting Permiss
Page 109 and 110:
Breaking Inheritance Restoring Inhe
Page 111 and 112:
Setting Permissions for a Content F
Page 113 and 114:
Adding a User or User Group to the
Page 115 and 116:
Setting Permissions 4. A confirmati
Page 117 and 118:
NOTE • ”The Approval Method”
Page 119 and 120:
Action Button See this section for
Page 121 and 122:
Deleting Approvers NOTE Setting App
Page 123 and 124:
Setting Approval Chains For example
Page 125 and 126:
Folder Properties Managing Library
Page 127 and 128:
Editing Library Properties Field De
Page 129 and 130:
Managing Library Items Action Files
Page 131 and 132:
Field Description Managing Library
Page 133 and 134:
NOTE Managing Library Items Here is
Page 135 and 136:
Managing Users & User Groups Access
Page 137 and 138:
NOTE Field Description Managing Use
Page 139 and 140:
Deleting a User IMPORTANT! WARNING!
Page 141 and 142:
Creating a New User Group Managing
Page 143 and 144:
Deleting a User Group NOTE Managing
Page 145 and 146:
Screen Lets you give a user or user
Page 147 and 148:
Defining Roles • After being iden
Page 149 and 150:
Manage Custom Roles • create, red
Page 151 and 152:
Scenario Web Page Display Site visi
Page 153 and 154:
Memberships What are Membership Use
Page 155 and 156:
Private Content & Memberships Addin
Page 157 and 158:
Private Content & Memberships The s
Page 159 and 160:
Private Content & Memberships 3. Th
Page 161 and 162:
6. Click OK. Deleting Membership Us
Page 163 and 164:
Custom User Properties NOTE Custom
Page 165 and 166:
Buttons, Dropdown Boxes or Fields R
Page 167 and 168:
Custom User Properties 5. Fill out
Page 169 and 170:
Types Description Input Types Avail
Page 171 and 172:
Date Only The response must be ente
Page 173 and 174:
Completing a SelectList Field Entry
Page 175 and 176:
Custom User Properties For informat
Page 177 and 178:
Custom User Properties A dialog box
Page 179 and 180:
Custom User Properties Using Custom
Page 181 and 182:
WARNING! 3. Click on the Title you
Page 183 and 184:
Web Alert Feature NOTE Web Alert Fe
Page 185 and 186:
How Web Alert Works • ”Enabling
Page 187 and 188:
Verifying Connections Web Alert Fea
Page 189 and 190:
Web Alert Feature Step Description
Page 191 and 192:
5. Right click msmq_web and select
Page 193 and 194:
Asynchronous Log File Reporting Web
Page 195 and 196:
Creating Default Message Text Web A
Page 197 and 198:
Creating “From” Addresses Web A
Page 199 and 200:
Web Alert Feature The button appear
Page 201 and 202:
Web Alert Feature The default name
Page 203 and 204:
Web Alert Feature Assigning Web Ale
Page 205 and 206:
Web Alert Feature Ektron CMS400.NET
Page 207 and 208:
Field Group Assigning Web Alert Inf
Page 209 and 210:
Field Group Description Inheriting
Page 211 and 212:
Web Alert Feature What happens next
Page 213 and 214:
•name - @appEmail@ •email addre
Page 215 and 216:
Web Alert Feature Ektron CMS400.NET
Page 217 and 218:
Managing XML WARNING! What’s in T
Page 219 and 220:
Button Name Description More Inform
Page 221 and 222:
6. The XML Configuration Data Desig
Page 223 and 224:
3. The Add XML Configuration screen
Page 225 and 226:
XML File Verification NOTE Managing
Page 227 and 228:
Assigning a Different XML Configura
Page 229 and 230:
XML Configuration Created with... D
Page 231 and 232:
Editor Information NOTE Validation
Page 233 and 234:
Display Information Tab NOTE Editin
Page 235 and 236:
Managing XML 5. The Edit Data Desig
Page 237 and 238:
Managing XML 7. Click the Add XML C
Page 239 and 240:
5. A confirmation message is displa
Page 241 and 242:
Types of Search Criteria Displaying
Page 243 and 244:
Industry Use XML indexing to find H
Page 245 and 246:
Validation Search Dialog Setup NOTE
Page 247 and 248:
Screen section Description XML Inde
Page 249 and 250:
Using the Data Designer WARNING! NO
Page 251 and 252:
Using the Data Designer Both toolba
Page 253 and 254:
Sample Screen Design Using the Data
Page 255 and 256:
NOTE Using the Data Designer Later
Page 257 and 258:
Now, the screen looks like this. Us
Page 259 and 260:
Page 261 and 262:
Page 263 and 264:
Group Box ( ) Using the Data Design
Page 265 and 266:
Dialog Box Collapsed Group Field Fi
Page 267 and 268:
Tabular Data ( ) NOTE Creating a Ta
Page 269 and 270:
Using the Data Designer To explain
Page 271 and 272:
Dialog Box Using the Data Designer
Page 273 and 274:
Field Description Using the Data De
Page 275 and 276:
Checkbox ( ) Dialog Box Fields on t
Page 277 and 278:
NOTE Using the Data Designer If a p
Page 279 and 280:
Field Description Descriptive Name
Page 281 and 282:
Resizing a Plain Text Field Rich Ar
Page 283 and 284:
Choices ( ) Using the Data Designer
Page 285 and 286:
Page 287 and 288:
Dialog Box Using the Data Designer
Page 289 and 290:
Field Description No longer availab
Page 291 and 292:
Fields on the Calculated Field Dial
Page 293 and 294:
Using the Formula Field Field Descr
Page 295 and 296:
WARNING! Using the Data Designer 3.
Page 297 and 298:
Example Field Text Example Field Fo
Page 299 and 300:
Example Field Text Example Field Fo
Page 301 and 302:
Moving a Calendar Field Dialog Box
Page 303 and 304:
Image Only Field ( ) Field Descript
Page 305 and 306:
Page 307 and 308:
Fields on the File Link Field Dialo
Page 309 and 310:
Page 311 and 312:
The Allow Field Using the Data Desi
Page 313 and 314:
NOTE Using the Data Designer Use th
Page 315 and 316:
NOTE Using the Data Designer - betw
Page 317 and 318:
Using the Data Designer 1. Click th
Page 319 and 320:
Working with HTML Forms Form Permis
Page 321 and 322:
Working with HTML Forms You can mod
Page 323 and 324:
Sending Data as XML Working with HT
Page 325 and 326:
Form sent as Plain Text Generated e
Page 327 and 328:
Root Tag Form and Mail Tags The fol
Page 329 and 330:
Data Tags XML Tag Description Worki
Page 331 and 332:
Redirecting Submitted Form Data NOT
Page 333 and 334:
Ektron Explorer The Ektron CMS400.N
Page 335 and 336:
Ektron Explorer If you change the p
Page 337 and 338:
Editing a Configuration Button Desc
Page 339 and 340:
Ektron Explorer • sign in to a di
Page 341 and 342:
Document Management Administration
Page 343 and 344:
Page 345 and 346:
Allowing File Types Document Manage
Page 347 and 348:
Page 349 and 350:
The following appears. Document Man
Page 351 and 352:
The following appears. Document Man
Page 353 and 354:
User Settings • Read Extended Att
Page 355 and 356:
Dmdata Settings within IIS Document
Page 357 and 358:
PDF Generation Why use PDF? Documen
Page 359 and 360:
Local PDF Generation Document Manag
Page 361 and 362:
NOTE Document Management Administra
Page 363 and 364:
16. Verify the following page appea
Page 365 and 366:
Page 367 and 368:
Page 369 and 370:
Page 371 and 372:
Symptom See this section A search o
Page 373 and 374:
Step Screen 4. Click the stop butto
Page 375 and 376:
Step Screen 9. In the Path text box
Page 377 and 378:
Step Screen 13. On the Generation t
Page 379 and 380:
Step Screen 17. Change Indexing to
Page 381 and 382:
Step Screen 3. Stop all appropriate
Page 383 and 384:
Step Screen 2. Click the plus sign
Page 385 and 386:
Step Screen 4. Click the Start butt
Page 387 and 388:
Step Setup Screen 3. The Web Folder
Page 389 and 390:
Font Manager NOTE Adding Fonts Font
Page 391 and 392:
Edit Fonts 2. Click the font you wa
Page 393 and 394:
Managing Tasks Managing Tasks NOTE
Page 395 and 396:
Task Categories and Types NOTE Mana
Page 397 and 398:
Managing Tasks The following exampl
Page 399 and 400:
Managing Tasks 2. The Add Task Type
Page 401 and 402:
7. Choose a Task Type Availability.
Page 403 and 404:
Task Type Availability Managing Tas
Page 405 and 406:
Managing Tasks one or more users to
Page 407 and 408:
Preapproval Groups Report Managing
Page 409 and 410:
The task has the following informat
Page 411 and 412:
Event Content Status Task Status Co
Page 413 and 414:
Progression of Task States Managing
Page 415 and 416:
Task View Options Managing Tasks Be
Page 417 and 418:
Determining Which Tasks a User Can
Page 419 and 420:
Email Notification Archiving a Task
Page 421 and 422:
Purging a Task Managing Tasks Note
Page 423 and 424:
Collections Ektron CMS400.NET’s C
Page 425 and 426:
Menu Feature Menu Feature Ektron CM
Page 427 and 428:
Calendars NOTE The Calendars featur
Page 429 and 430:
Button Name Lets you More Informati
Page 431 and 432:
Section Description Calendars Title
Page 433 and 434:
Section Description Calendars Long
Page 435 and 436:
Editing a Calendar Deleting a Calen
Page 437 and 438:
Adding Event Types 1. Access the Ev
Page 439 and 440:
Creating a Foreign Language Calenda
Page 441 and 442:
Type Use when... For more informati
Page 443 and 444:
Creating a Multi-lingual Calendar U
Page 445 and 446:
Calendars 3. Select the language fo
Page 447 and 448:
Content Analytics Feature If this p
Page 449 and 450:
Specifying the Frequency of Writing
Page 451 and 452:
Writing to the IIS Log Content Anal
Page 453 and 454:
Site Activity Content Analytics Fea
Page 455 and 456:
Quick view time increment day hourl
Page 457 and 458:
Top Referrers Content Analytics Fea
Page 459 and 460:
Quick View Option “Jump to” opt
Page 461 and 462:
NOTE Search Options All the Words S
Page 463 and 464:
Multi-Language Support There are se
Page 465 and 466:
Multi-Language Support • ”Enabl
Page 467 and 468:
Multi-Language Support See Also:
Page 469 and 470:
The Default Language NOTE Disabling
Page 471 and 472:
Translating Content Multi-Language
Page 473 and 474:
Multi-Language Support 6. The origi
Page 475 and 476:
Multi-Language Support 10. Select t
Page 477 and 478:
What is XLIFF? Multi-Language Suppo
Page 479 and 480:
Multi-Language Support 4. The langu
Page 481 and 482:
NOTE Multi-Language Support 9. Clic
Page 483 and 484:
Multi-Language Support 4. Click the
Page 485 and 486:
Multi-Language Support 3. Only cont
Page 487 and 488:
Multi-Language Support You can crea
Page 489 and 490:
Creating Web Pages that Support Sev
Page 491 and 492:
WARNING! Multi-Language Support 1.
Page 493 and 494:
Scenario 1 Before Upgrade After Upg
Page 495 and 496:
Before Upgrade After Upgrade Multi-
Page 497 and 498:
Multi-Language Support 7. Copy and
Page 499 and 500:
Multi-Language Support 6. Use Visua
Page 501 and 502:
NOTE Using Multiple Sites WARNING!
Page 503 and 504:
NOTE Support for Multiple Sites 6.
Page 505 and 506:
- if you want to include the sample
Page 507 and 508:
Support for Multiple Sites 11. Set
Page 509 and 510:
Best Practice for Setting up Multi-
Page 511 and 512:
Prerequisites Ektron CMS400.NET Ser
Page 513 and 514:
Action Setup Screen 5. Specify the
Page 515 and 516:
What’s Next? Microsoft SharePoint
Page 517 and 518:
Microsoft SharePoint Portal Server
Page 519 and 520:
Page 521 and 522:
There are three types of Web Parts.
Page 523 and 524:
Web Page View Description Microsoft
Page 525 and 526:
Method Screen 1. Click a Web Part.
Page 527 and 528:
Modifying a Web Part NOTE Microsoft
Page 529 and 530:
Approvals Web Part Settings Microso
Page 531 and 532:
Collection Web Part NOTE Collection
Page 533 and 534:
Content Web Part Microsoft SharePoi
Page 535 and 536:
NOTE Form Content Web Part Microsof
Page 537 and 538:
Page 539 and 540:
NOTE Microsoft SharePoint Portal Se
Page 541 and 542:
Page 543 and 544:
Login Web Part Settings Microsoft S
Page 545 and 546:
Search Web Part Microsoft SharePoin
Page 547 and 548:
Page 549 and 550:
Site Replication Site Replication N
Page 551 and 552:
NOTE Site Replication When synchron
Page 553 and 554:
Prerequisites • ”Configuring th
Page 555 and 556:
Installing the Site Replication Uti
Page 557 and 558:
Directions Screen 3. Identify the W
Page 559 and 560:
Directions Screen 5. Enter the serv
Page 561 and 562:
Directions Screen 8. If your receiv
Page 563 and 564:
Directions Screen 10. Enter the pat
Page 565 and 566:
Directions Screen Server Field Ente
Page 567 and 568:
Site Replication Additional Steps P
Page 569 and 570:
Site Replication • If you will us
Page 571 and 572:
Site Replication 2. Open the sitere
Page 573 and 574:
NOTE Site Replication This screen d
Page 575 and 576:
Field Description . Site Replicatio
Page 577 and 578:
NOTE To return to the home screen,
Page 579 and 580:
Field Description Site Replication
Page 581 and 582:
Field Description The Site Replicat
Page 583 and 584:
Performing Site Replication IMPORTA
Page 585 and 586:
Site Replication • Status - Infor
Page 587 and 588:
Site Replication Supporting Several
Page 589 and 590:
Site Replication 3. If your receivi
Page 591 and 592:
Web Services Web Services are reusa
Page 593 and 594:
JavaScript Syndication What is Synd
Page 595 and 596:
JavaScript Syndication After the co
Page 597 and 598:
Hosting & Syndication JavaScript Sy
Page 599 and 600:
JavaScript Syndication jsObj.Add "j
Page 601 and 602:
See Also: Load Balancing • ”Usi
Page 603 and 604:
Task Directions for 2 Web Servers 1
Page 605 and 606:
Load Balancing 2. Select one instal
Page 607 and 608:
IIS on Computer2 Why Must Virtual D
Page 609 and 610:
3. In the toolbar at the top of the
Page 611 and 612:
NOTE 9. The Web Site Content Direct
Page 613 and 614:
NOTE Load Balancing 15. The IIS con
Page 615 and 616:
Field Description Load Balancing 2.
Page 617 and 618:
Setting Up Multiple Web Sites NOTE
Page 619 and 620:
Computer1 Virtual Directory Points
Page 621 and 622:
Load Balancing The load balance sof
Page 623 and 624:
Updating the web.config File Load B
Page 625 and 626:
Automatic vs. Manual URL Aliasing A
Page 627 and 628:
URL Aliasing If Automatic Aliasing
Page 629 and 630:
After Manual URL Aliasing This sect
Page 631 and 632:
URL Aliasing You can enter one or m
Page 633 and 634:
NOTE NOTE WARNING! URL Aliasing In
Page 635 and 636:
Important! Don’t skip step 9! 10.
Page 637 and 638:
7. Click OK. The Tags in Web.confi
Page 639 and 640:
6. Click the Save button ( ). See A
Page 641 and 642:
Field Description ID The content’
Page 643 and 644:
NOTE URL Aliasing 4. In the Alias N
Page 645 and 646:
email Features Configuring SMTP Ser
Page 647 and 648:
email Features When you click such
Page 649 and 650:
Where Instant email is Available Mo
Page 651 and 652:
Active Directory Feature Mode Infor
Page 653 and 654:
Active Directory IntegrationActive
Page 655 and 656:
Page 657 and 658:
Page 659 and 660:
Page 661 and 662:
Page 663 and 664:
Adjusting the Login Server Control
Page 665 and 666:
Page 667 and 668:
Page 669 and 670:
NOTE Active Directory IntegrationAc
Page 671 and 672:
Page 673 and 674:
Adding User Groups Adding a User to
Page 675 and 676:
. Active Directory IntegrationActiv
Page 677 and 678:
Page 679 and 680:
Page 681 and 682:
Page 683 and 684:
Page 685 and 686:
Page 687 and 688:
Page 689 and 690:
NOTE Setup Guidelines Active Direct
Page 691 and 692:
Disabling AD Integration Active Dir
Page 693 and 694:
Page 695 and 696:
User Authentication Only ModeActive
Page 697 and 698:
User Authentication Only ModeActive
Page 699 and 700:
Disabling AD Authentication User Au
Page 701 and 702:
This chapter covers the following t
Page 703 and 704:
5. Click the Save button ( ). Addin
Page 705 and 706:
2. From the left side of the Workar
Page 707 and 708:
IMPORTANT IMPORTANT LDAP Authentica
Page 709 and 710:
LDAP Authentication 9. Fill out the
Page 711 and 712:
The View Users Screen LDAP Authenti
Page 713 and 714:
The View User Information Screen di
Page 715 and 716:
Additional Information Supporting D
Page 717 and 718:
Appendix A: List of Supported Langu
Page 719 and 720:
English (Ireland) 6153 English (Jam
Page 721 and 722:
Malay (Malaysian) 1086 Manipuri 111
Page 723 and 724:
Urdu (Pakistan) 1056 Uzbek (Cyrilli
Page 725 and 726:
Appendix B: Browser Issues 3. After
Page 727 and 728:
Index A active directory integratio
Page 729 and 730:
language export feature, see multil
Page 731:
editing 121 introduction 113 member
show all

Ektron CMS400.NET Administrator Manual

Create successful ePaper yourself

Delete template?

Save as template?