Setting Up Categorized Content

This chapter provides an overview of Categorized Content and discusses how to:

Manage folders.
Add categorized content manually.
Browse and view published categorized content.

Understanding Categorized Content

Companies often have thousands of documents in various repositories, which can include items ranging from product information and white papers on a corporate web site, to policy documents and employee instructions on an intranet or file server.

PeopleSoft Enterprise Portal enables you to categorize data originating from many places. You can assemble content from file servers, web servers, and manual entries and place them in folders within hierarchies. Users then search these folder hierarchies to locate relevant documents. A single document can reside within multiple folders. For example, a press release can be categorized under a company news hierarchy as well as a hierarchy of departmental documents.

By granting access to the folders, you control which users, by role, can edit and view data. Each folder can have multiple sources.

Administrators can populate a hierarchy manually, but you can also import content in bulk. Using a utility that crawls through collections of documents to search file servers and web sites, you can automatically update your portal with the information that you consider pertinent, and retain the information where you deem necessary. You control the crawler, telling it what type of content to retrieve, where to look, and how much information to recall. Using PeopleSoft Process Scheduler to refresh folders, you can keep your information current by the day, or even hour.

Managing Folders

This section discusses how to:

Update folder properties.
Change folder locations.
Update folder security.
Select folder data sources.

Pages Used to Manage Folders

Page Name	Object Name	Navigation	Usage
Browse Categorized Content	EPPCM_HIERTOP_MAIN	Content Management, Categorized Content, Browse Folders, Browse Categorized Content	Create hierarchies for classification and navigation.
Folder Properties	EPPCM_CATG_MAIN	Click the Add Top Folder button on the Browse Categorized Content page. Click the Properties link for the folder you want to access on the Browse Categorized Content page.	Create folders in which to display categorized content.
Move Folder	EPPCM_CATG_TREEMOD	Click the Move Folder button on the Folder Properties page.	Change the location of the folder by traversing the tree and clicking a different parent location.
Folder Security	EPPCM_CATG_MEM	Click the Folder Security tab on the Folder Properties page.	Add the administrators who can edit this folder and the users who can view the folder and its content.
Set Members Privileges	EPPCM_CATG_PRIV	Click the Add Member or Edit button on the Folder Security page.	Define users and roles and specify their access privileges.
Content Source	EPPCM_CATG_SPIDR	Click the Content Source tab on the Folder Properties page.	Select folder data sources. Note. Information on this page is only required if you are going to use the categorization spider to automatically create folders and add content. See Associating Folders With Spider Run Controls..

Updating Folder Properties

Access the Folder Properties page.

Top Administrators are responsible for defining the top folder properties and the users who can access it.

Auto Generated Folder

Indicates whether this folder was created manually or by the spider process.

Child Content Defaults

Child content created from this folder uses the default values specified here.

File Storage	Select the storage locations for any content that are attached files. Available locations are based on those defined on the Define File Storage page.
Date Type	Choose either Relative Date or Absolute Date to define content default publish and expiration dates for this folder.
Publish Date and Expire Date	Select the publish and expiration dates for the default values of the content in this folder.
Inactive Date	Select different periods of time as a date when the content will become inactive. You can also select the option to not inactivate the content. Choose from Current Date, Current Date + 1 Week, Current date + 30 Days, Current Date + 90 Days, Current Date + 365 Days, Current Date +999 days, and Never Archive.

Publishing Options

Publish as Pagelet

Click this link to display the Publish Pagelet Wizard Definition page.

See Publishing Folders as a Pagelet.

Publish as Menu Item

Click this link to display the Publish as Menu Item page.

See Publishing Folders as a Menu Item.

Changing Folder Locations

Access the Move Folder page by clicking the Move Folder button.

Use this page to move a folder to a different parent folder. The folder in bold type represents the folder's current location. Only top administrators can move a folder to the top folder position. To do so, select the 0–Categorized Content location. Autogenerated folders cannot be moved.

Navigate the tree by clicking the folders. Select a new location from the available values. These values are based on your privileges. You must have the Delete Folder privilege in the current location, as well as Add Folder privileges on the new parent location to move a folder.

Updating Folder Security

Access the Folder Security page.

This page lists:

Type, name, and privilege sets for the members of the folder.

Privileges specify the actions a member can perform upon the folder and the content contained in this folder.

Click Edit to edit this member's privileges. Click Delete to remove the member and prohibit them from accessing content from this folder. Click Add Member to go to the Set Members Privileges page to add a new member and assign privileges.

Click Inherit Members to inherit members from the parent folder.
Name and description for viewer roles.

The viewer roles determine the security for viewing the published categorized content within this folder from the Browse by Category page or the hierarchy viewer pages when the folder is published as a menu item or published as a pagelet. The viewer roles also determine the search results of the Categorized Content when using the search box in the portal header. The viewer roles have no bearing on securing the folders within management of the Categorized Content feature.

Note. When publishing folders with security roles, the system will published based on your defined viewer roles rather than member privileges.

Click Add Viewer to add another row and select a user role to the list.

Click Inherit Viewers to add viewers from the parent folder.

Select Cascade Viewer Roles to Child Folder on Save to add these roles to all child folders that you have access to when you save this folder.

Note. If this process encounters a child folder that you do not have privileges for, the cascading of viewer roles stops at that folder and does not continue to the child folders that follow.

Assigning Member Privileges

Access the Set Members Privileges page.

Member Type and Member Name

Select a membership type of User or Role, and then select the member.

Privilege Set

Assign privileges to this member by selecting privilege sets.

The privilege sets and privileges listed for each set, reflect the privilege sets that were defined for the Categorized Content feature.

See Defining Privilege Sets.

Selecting Folder Data Sources

Information on this page is only required if you are going to use the categorization spider to automatically create folders and add content.

See Associating Folders With Spider Run Controls..

Adding Categorized Content Manually

This section provides an overview of adding categorized content and discusses how to:

Add content.
Manage content items by status.
Edit and view categorized content.

Understanding Adding Categorized Content

Using the Categorized Content navigation menu item Browse Folders, you can navigate through the hierarchy and manually add folders and content. You can also edit the attributes of manually added folders and content, and you can add menu items and import managed content.

Pages Used to Add Categorized Content Manually

Page Name	Object Name	Navigation	Usage
Content Properties	EPPCM_CONT_MAIN	Content Management, Content Categorization, Browse Folders, Browse Categorized Content Click the Add Content button on the Browse Categorized Content page. Select the type of content to add, and then click OK on the Add Content page.	Enter content information and upload the content.
Content Locations	EPPCM_CONT_LOC	Click the Locations link on the Content Properties page.	Move content to a different folder or add content to multiple folders.
Add Content Locations	EPPCM_CONT_TREEADD	Click the Add Location link on the Content Locations page.	Select new locations for the content.
Move Content	EPPCM_CONT_TREEMOD	Click the Move button on the Content Locations page.	Move content to a different folder.
Content Notification	EPPCM_CONT_NTFY	Click the Notifications link on the Content Properties page.	Send email notifications of saved content to the list of interested parties.
Comments	EPPCM_CONTCOMM_SEC	Click Comments on the Content Properties page.	Enter any additional comments about this content item.
Post Details	EPPDF_VIEW_TOPIC	Click the Yes-Start Discussion button on the Start Discussion Confirmation page.	Start a new discussion or edit an existing discussion for this content item.
Edit a Post Add a Reply	EPPDF_REPLY_TOPIC	Click Edit on the Post Details page. Click Reply on the Post Details page.	Edit an existing discussion or respond to a discussion.

Adding Content

Access the Content Properties page by selecting the type of content.

The following content types are available:

Menu Item. Select portal registry content references. Menu Items are pages, web sites, or files accessible from the navigation menu.
File Attachment. Upload files into Content Management.
Text or HTML. Use HTML or text to be rendered as HTML.
Image Attachment. Upload an image file.
Image URL. Upload a web-enabled image file URL.
Web Site URL. Enter a web URL.
Managed Content. Select existing managed content.

Depending on the content type selected, the page displays the fields appropriate for that content type.

Menu Item	Use the lookup to select an approved menu item.
Save as Draft	Click to save this content item in draft format. You can continue to edit the content property fields for this item. Content in draft status does not display on the Browse by Category page because it is not published.
Publish	Click to save and publish this item. All fields will become read-only. Published content appears on the Browse by Category page to users who have the viewer roles for the parent folder where the content is located.
Unpublish	Click to save the content and save it to Pending Publishing. Nonpublished content does not appear on the Browse by Category page.
Locations	Click to set the publish and expiration date for the content in this location and set the item to be published.
Notifications	Click to create a list of interested parties or send email notifications of saved content to the list of interested parties.
Save	Click to sve the content item without changing the publish status.
Submit	Click to save and submit the content item for publishing.
Comments	Click to add additional comments about this content item.
Search Content	Click to go to search existing content within the Categorized Content feature.
Start Discussions or View Discussions	Click Start Discussions to begin a discussion topic. Click View Discussions if a discussion topic already exists and you want to view, edit, or enter a response to it. Note. Discussion topics stay with the content item. They cannot be accessed outside of the Content Properties page.

Translating Content Management HTML/Text Content

To translate Content Management HTML/Text content, you must translate the same content version into the various languages you want to display. This means that you must save the content version as a draft, and translate it for each appropriate language. Check in or submit the content version after it is translated for all appropriate languages.

Note. Content comments are not translated. You will see the comments from the language that you input last.

Managing Content Items by Status

Access the My Categorized Content Status page.

The My Categorized Content Status page enables you to see, at a glance, the work that you need to perform based on content status. Click Content Item Status to go to the My Categorized Content page, where you can preview the content items for the selected status, view their property details, or add new content.

Note. The total item count does not include any content item that is located in an automatically generated folder, such as crawled content items..

Editing and Viewing Categorized Content

Access the My Categorized Content page.

Use this page to easily locate and review content items of a particular status. If necessary, you can enter additional search criteria to filter the results.

Select the Include Crawled Content check box to bring up all the autogenerated content that was generated by the current user if that user ran the categorization spider process. The amount of data can be quite large, so use this filter with caution.

Click the content title to preview the item. Click the Properties link to view the property details.

Browsing and Viewing Published Categorized Content

This section discusses how to browse by category.

Page Used to Browse by Category

Page Name	Object Name	Navigation	Usage
Browse by Category	EPPCM_BRWS_MAIN	Click Browse by Category from the main menu.	Browse and view published categorized content.

Browsing by Category

Access the Browse by Category page.

Use this page to navigate Categorized Content folders and view published categorized content outside of Content Management. The system displays published content to users with viewer roles for the parent folder where the content is located. The system does not display unpublished categorized content.

Click the folder item title to drill down through the hierarchy. Use the navigation path to navigate to the parent folders. Click the title of the content item to view the content.

Member Type and Member Name	Select a membership type of User or Role, and then select the member.
Privilege Set	Assign privileges to this member by selecting privilege sets.