Ektron CMS400.NET Administrator Manual

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LDAP Authentication ......................................................679 Additional Information....................................................694 Appendix A: List of Supported Languages ..................696 Appendix B: Browser Issues..........................................703 Ektron CMS400.NET Administrator Manual, Version 5.5 for .Net 2.0, Revision 1 iii
Ektron CMS400.NET Administrator Manual, Version 5.5 for .Net 2.0, Revision 1 iv
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: 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 21 and 22: Ektron CMS400.NET Administrator Man
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
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
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Managing Content 1. Access the View
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• ”Limiting Visitors to One Rat
Page 85 and 86:
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
Page 105 and 106:
Creating the Additional Eight Field
Page 107 and 108:
Setting Permissions Setting Permiss
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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”
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Action Button See this section for
Page 121 and 122:
Deleting Approvers NOTE Setting App
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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
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Private Content & Memberships The s
Page 159 and 160:
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
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
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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
Page 187 and 188:
Verifying Connections Web Alert Fea
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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
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Creating Default Message Text Web A
Page 197 and 198:
Creating “From” Addresses Web A
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Web Alert Feature The button appear
Page 201 and 202:
Web Alert Feature The default name
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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
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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
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
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3. The Add XML Configuration screen
Page 225 and 226:
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:
Page 263 and 264:
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
Page 275 and 276:
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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Page 287 and 288:
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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Page 307 and 308:
Fields on the File Link Field Dialo
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Page 311 and 312:
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
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
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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
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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
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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
Page 379 and 380:
Step Screen 17. Change Indexing to
Page 381 and 382:
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
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
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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
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Multi-Language Support 6. The origi
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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.
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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.
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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
Page 529 and 530:
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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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
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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
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Directions Screen Server Field Ente
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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
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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
Page 591 and 592:
Web Services Web Services are reusa
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JavaScript Syndication What is Synd
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JavaScript Syndication After the co
Page 597 and 598:
Hosting & Syndication JavaScript Sy
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JavaScript Syndication jsObj.Add "j
Page 601 and 602:
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
Page 609 and 610:
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
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
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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
Page 635 and 636:
Important! Don’t skip step 9! 10.
Page 637 and 638:
7. Click OK. The Tags in Web.confi
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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
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Page 661 and 662:
Page 663 and 664:
Adjusting the Login Server Control
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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
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Page 681 and 682:
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NOTE Setup Guidelines Active Direct
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Disabling AD Integration Active Dir
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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
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