Using Content Management Advanced Options

This chapter discusses how to:

Browse all folders.
Search all folders
Maintain all folders.
Maintain all content.
Unlock content.
Review content details.
Render content URLs.

Browsing All Folders

This section discusses how to browse all folders.

Pages Used to Browse All Folders

Page Name	Object Name	Navigation	Usage
Browse Workspace Content Browse Discussion Content Browse Navigation Content Browse Menu Items Browse Pagelet Wizard Content Browse Related Content	EPPCM_HIERTOP_MAIN EPPCM_HIER_MAIN	Content Management, Advanced Options, Browse All Folders Select the Content Management feature.	Browse through the Content Management folders in any site for the selected feature.

Page Name

Object Name

Navigation

Usage

Browse Workspace Content

Browse Discussion Content

Browse Navigation Content

Browse Menu Items

Browse Pagelet Wizard Content

Browse Related Content

EPPCM_HIERTOP_MAIN

EPPCM_HIER_MAIN

Content Management, Advanced Options, Browse All Folders

Select the Content Management feature.

Browse through the Content Management folders in any site for the selected feature.

Browsing All Folders

Access the Browse (Feature) page.

The Browse All Folders option allows users to drill down through the top level folders to locate and view content that is in the selected feature.

Note. Browse All Folders is the only browse option where you can locate and access content across all portal sites without having to log into that site.

Browsing and Searching Folders and Content

Searching All Folders

This section discusses how to search all folders.

Page Used to Search All Folders

Page Name	Object Name	Navigation	Usage
Search Folders	EPPCM_HIERARCHY	Content Management, Advanced Options, Search All Folders, Search Folders Click the Parent ID to Select a folder.	Search for a folder in the Content Management system in any site. Access the children associated with the selected folder.

Page Name

Object Name

Navigation

Usage

Search Folders

EPPCM_HIERARCHY

Content Management, Advanced Options, Search All Folders, Search Folders

Click the Parent ID to Select a folder.

Search for a folder in the Content Management system in any site. Access the children associated with the selected folder.

Searching All Folders

Access the Search Folders page.

The Search All Folders option allows users to locate a folder in the Content Management system in any site, and access the children associated with the selected folder.

Select to search by: Feature, Folder ID, Folder Title, Last Item Added, Parent ID, or Site Name.

Maintaining All Folders

This section discusses using the Maintain All Folders option.

Page Used to Maintain All Folders

Page Name	Object Name	Navigation	Usage
Maintain Folders	EPPCM_DEFN_CATG	Content Management, Advanced Options, Maintain All Folders, Maintain Folders Select a folder.	Maintain the properties for the folders stored in the Content Management system in any site.

Page Name

Object Name

Navigation

Usage

Maintain Folders

EPPCM_DEFN_CATG

Content Management, Advanced Options, Maintain All Folders, Maintain Folders

Select a folder.

Maintain the properties for the folders stored in the Content Management system in any site.

Using the Maintain All Folders Option

The Maintain All Folders option allows users to locate a folder in the Content Management system in any site, and access the children associated with the selected folder.

Use the Maintain Folders search page to find the desired folder. Search by Feature, Folder ID, Folder Title, Last Item Added, Parent ID, or Site Name.Click the folder name to go to the Content Properties page where you can edit or view the property details based on your security access.

See Also

Managing Folders

Setting Up News Publications

Maintaining All Content

This section discusses using the Maintain All Content option.

Page Used to Maintain All Content

Page Name	Object Name	Navigation	Usage
Maintain Content	EPPCM_DEFN_CONT	Content Management, Advanced Options, Maintain All Content, Maintain Content	Maintain the properties for the content stored in the Content Management system in any site.

Using the Maintain All Content Option

Access the Maintain Content page.

The Maintain Content option allows users to locate and maintain the properties for the content stored in the Content Management system in any site.

Use the Maintain Content search page to find the desired content item. Search by Archive Date, Content Added, Content ID, Content Title, Content Type, Feature, Parent ID, or Site Name.Click the content's title to go to the Content Properties page where you can edit or view the property details based on your security access.

See Also

Managing Content Versions

Adding Categorized Content Manually

Managing News Articles

Unlocking Content

This section provides an overview of the unlocking process and discusses how to unlock managed content.

Understanding the Unlocking Process

Users authorized to release locks on content under their folders may do so from the Unlock Managed Content page. This action is different from canceling your own check out while editing content. Unlocking enables a user to release content locked by another user, and return the content for editing. It does not perform a check in action or discard the most recent content version.

Note. Canceling the check out from the Content Properties page may delete the most recent version and release the editing lock at the same time. A version can only be deleted if it in draft status and there is more than one version.

Page Used to Unlock Managed Content

Page Name	Object Name	Navigation	Usage
Unlock Managed Content Unlock Documents	EPPCM_LOCK_MAIN	Content Management, Advanced Options, Unlock Content Select the feature Managed Content on the Unlock Content page to go to the Unlock Managed Content page. Content Management, Advanced Options, Unlock Content Select the feature Collaborative Workspace on the Unlock Content page to go to the Unlock Documents page.	Release the lock on the listed content items and view content property details.

Page Name

Object Name

Navigation

Usage

Unlock Managed Content

Unlock Documents

EPPCM_LOCK_MAIN

Content Management, Advanced Options, Unlock Content

Select the feature Managed Content on the Unlock Content page to go to the Unlock Managed Content page.
Content Management, Advanced Options, Unlock Content

Select the feature Collaborative Workspace on the Unlock Content page to go to the Unlock Documents page.

Release the lock on the listed content items and view content property details.

Unlocking Managed Content

Access the Unlock Managed Content page.

Locked Within Days

Enter a value and then click Filter to limit the number of items listed to content items that was locked within or that many days ago.

Unlock Content

Select individual items or click Select All to select all items, then click Unlock Content to release the lock on selected items.

Note. When an item has been unlocked, it's automatically removed from the list.

Title

Click to view the content in the same format as it is seen by viewers.

Properties

Click to view the content's property details.

Reviewing Content Details

This section provides an overview of the Review Content option, and discusses how to:

Review content.
Preview content.

Understanding the Review Content Option

The Review Content page shows all content and all states and provides users with the following information based on their viewing rights. Access to this pages is delivered by way of the PAPP2070 permission list.

All locations where the content is published.

Users can navigate only to the folders that they have security privileges to access.
All members of the qualified viewing community, along with their access types.
Access to a preview of the content for qualified viewers.

The Preview Content link is hidden from users who do not have the correct security access.
Access to the property details of the content if the user has viewer privilege.

The Content Properties link is hidden from users who do not have the correct security access.

Unlike other pages accessible from the Content Management menu, the Review Content page does not use the row-level security enforced by folder membership and privileges. If a user's permission list has access to this page, they can review content title, where the content item is located, and who has access, but they cannot view the actual content if they do not have the correct security privileges assigned to them.

Setting Up Categorized Content

Setting Up and Working With News Publications

Pages Used to Review Your Managed Content

Page Name	Object Name	Navigation	Usage
Access Managed Content	EPPCM_INQ_MAIN	Content Management, Advanced Options, Review Content	Review the locations, security, and display of content in the Content Management system.

Reviewing Content Details

Access the Review Content page.

This page is an easy way to review the different locations and security assigned to any content located in Content Management, view content properties, and preview the content in the same format as seen by viewers.

Content Origin	Displays where the content first originated. Origins are: Managed Content, Categorized Content, News Publications. or Workspaces.
Content Type	Displays the type of the content. Choices are: File Attachment, Image Attachment, Image URL, Image Upload JPG, Managed Content, Menu Item, Text or HTML, and Web site URL.

Content Locations

Feature	Indicates the feature(s) to which the content is currently accessible. Values include: Categorized Content, Collaborative Workspace. Discussion Forum, Manage Navigation, Managed Content, Menu Items, News Publications, Pagelet Wizard, or Related Information. The feature also serves to clarify the location to which the Location Path value applies.
Location Path	Indicates the hierarchical paths and locations to which the selected content is accessible. If you have access to the folders, they are displayed as links. Click to go to the appropriate Browse Content page. If you don't have access, the path is displayed as basic text. See Understanding Browse Folders.
Preview Content	Click to see the content in the same format as it is seen by the viewers.
Content Properties	Click to view the property details of the content.

Viewing Members

Member Type

Indicates the type of member with viewer access to the selected content. Values include Role or User.

Member Name

Depending on the Member Type value, displays the role name or user ID with viewer access to the selected content.

Member Access Type

Displays the type of viewer access the member has for the selected content. Values include:

Top Administrator: Indicates that the member is a top folder administrator.

Privilege Set Viewer: Indicates that the member has viewing privileges to the content's parent folder.

Content Viewer: Indicates the viewer role associated with the content item (for News Publications).

Folder Viewer: Indicates the viewer role associated with the content's parent folder (for Categorized Content).

Rendering Content URLs

This section discusses how to generate URLs for third party access.

Pages Used to Render Content URLs

Page Name	Object Name	Navigation	Usage
Render Content URL	EPPCM_RNDR_MAIN	Content Management, Content (Advanced), Render Content URL	Generate URLs for third party access.
Preview Content	EPPCM_PUB_VIEWURL EPPCM_PUB_VIEWHTML EPPCM_PUB_VIEWFILE	Click the Preview Content tab on the Render Content URL page.	Review content in the format that it will be seen by viewers.

Page Name

Object Name

Navigation

Usage

Render Content URL

EPPCM_RNDR_MAIN

Content Management, Content (Advanced), Render Content URL

Generate URLs for third party access.

Preview Content

EPPCM_PUB_VIEWURL

EPPCM_PUB_VIEWHTML

EPPCM_PUB_VIEWFILE

Click the Preview Content tab on the Render Content URL page.

Review content in the format that it will be seen by viewers.

Generating URLs For Third Party Access

Access the Render Content URL page.

Format Rendering URL

Click to generate a URL to rendered content in the Rendering URL field.

Important! If you change your rendering option selections, you must click this button to reconstruct a proper URL.

Rendering URL

Contains the URL generated to access content rendered using the options selected on this page.

Note. This URL is not stored.

This URL provides direct viewer access to rendered content for qualified viewers from any location within or outside your PeopleSoft Enterprise Portal who also have appropriate viewer access to the rendered content.

Users who want to access this URL from outside the PeopleSoft Enterprise Portal need to be able to log in to the portal, unless single sign on is implemented. If this URL is published and accessed from within the same PeopleSoft Enterprise Portal in which the content is located, no log in is necessary because the user accessing the URL will already be logged in.

Rendering Options

Use the options in the Rendering Options group box to set rendering options for the selected content. You can view the results of your selection on the Preview Content inquiry page, or by accessing the rendering URL generated on this page.

If you do not select any rendering options, only text or HTML content is rendered. If the content is a document attachment or Web site URL, only a link to the attachment or Web site is rendered.

Wrap in Portal	Select to display the content wrapped in the portal template header.
Include Content Title	Select to include the content's title in the rendered content.
Include Summary Information	Select to include the content's summary information in the rendered content. This includes a summary of the content, as well as the content source and last modified date and time, and any associated image.
Include Page Title	Select to include a page title for the content. When you select this option, the Default Page Title and Override Page Title fields display.
Default Page Title and Override Page Title	A default page title of View Content is displayed, however you can override this value by entering a title in the Override Page Title field.
Include Return Link	Select to include an explicit return link on the content display page, enabling your viewer to navigate back to an appropriate location. When you select this option, the Default Return Label, Override Return Label, and Return to URL Value fields display.
Default Return Label	A default return label of Return is displayed, however you can override this value by entering a return label in the Override Return Label field.
Return to URL Value	Enter the URL to an explicit location to which you want to return your users from the content display page.

Locked Within Days	Enter a value and then click Filter to limit the number of items listed to content items that was locked within or that many days ago.
Unlock Content	Select individual items or click Select All to select all items, then click Unlock Content to release the lock on selected items. Note. When an item has been unlocked, it's automatically removed from the list.
Title	Click to view the content in the same format as it is seen by viewers.
Properties	Click to view the content's property details.