Knowledge Base

Ingeniux Articles

Browse our library of articles written by subject matter experts interested in sharing product knowledge, insights, and best practices.

Featured Articles


Ingeniux Article: Fall-Winter 2025 Software Release Sneak Peek

Fall-Winter 2025 Software Release Sneak Peek

The Ingeniux CMS Winter 2026 release delivers more than one hundred enhancements that strengthen the DITA Publishing Pipeline, improve publishing transparency, and streamline daily authoring tasks.

Ingeniux Article: Why PDF Governance Matters

Why PDF Governance Matters

As CMS implementations mature, organizations can evolve from flexible default document handling to introducing dedicated governance workflows for PDFs that provide enhancing control, compliance, and...

All Articles


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Article

Why PDF Governance Matters

March 17, 2026

As CMS implementations mature, organizations can evolve from flexible default document handling to introducing dedicated governance workflows for PDFs that provide enhancing control, compliance, and...

Article

Winter 2026 Software Release Sneak Peek

December 9, 2025

The Ingeniux CMS Winter 2026 release delivers more than one hundred enhancements that strengthen the DITA Publishing Pipeline, improve publishing transparency, and streamline daily authoring tasks.

Article

Writing Effective AI Help Text for Better Content and Metadata Generation

August 8, 2025

AI help text is a critical component in generating consistent, high-quality content within the Ingeniux CMS. This article explores the role of AI help text, outlines best practices for writing...

Article

Writing AI Prompts for Accurate, Targeted, and Optimized Output

August 8, 2025

Effective prompt writing is essential for maximizing the potential of AI-powered tools like the Ingeniux AI Module. This article provides a comprehensive guide to crafting clear, goal-oriented...

Article

Spring-Summer 2025 Software Release Now Available

August 7, 2025

Everything you need to know about the Spring-Summer 2025 release, including new features, knowledge base resources, and step-by-step instructions on how to upgrade.

Article

Spring-Summer 2025 Software Release Sneak Peek

August 1, 2025

The Spring-Summer 2025 Release introduces major innovations to the AI-driven content management capabilities in the platform.

Article

Custom Macros vs. Automated Tasks

February 19, 2025

Find out how customer macros differ from custom tabs in Ingeniux CMS development and administration.

Article

Custom Macros vs. Custom Tabs

February 18, 2025

Find out how customer macros differ from automated tasks in Ingeniux CMS development and administration.

Article

Understanding Custom Macros

February 17, 2025

This article digs into custom macros, a new feature in Ingeniux CMS that extends the functionality of custom hooks, allowing CMS Administrators to execute scripts manually without needing a...

Article

Custom Macros vs. Custom Hooks

February 13, 2025

Learn about the new customer macros feature in Ingeniux CMS and dig into how they differ from traditional custom hooks.

Article

Custom Settings for InSite Search in Ingeniux CMS

September 9, 2024

Optimize search functionality in Ingeniux CMS's InSite Search with custom settings. Learn how to fine-tune search indexing, result ranking, and boost performance for a tailored user experience.

Article

Enhancing Search Accuracy with Ingeniux CMS InSite Search Spellchecker

September 5, 2024

Enhance user satisfaction on your website with Ingeniux CMS's InSite Search spellchecker. Correct misspelled queries, recognize technical jargon, and accommodate regional spelling variations for more...

Article

Using HiliteFields in your Ingeniux InSite Search Implementation

September 2, 2024

Optimize search result displays in Ingeniux CMS with the HiliteFields feature in InSite Search. Learn how to customize and prioritize specific fields for more relevant and focused search results.

Article

Working with Search Suggest in InSite Search for Ingeniux CMS

August 29, 2024

Enhance search functionality in Ingeniux CMS with Search Suggest. Learn how real-time suggestions, spellchecker integration, and customizable settings improve user search experience and accuracy.

Article

Working with Keymatches in InSite Search for Ingeniux CMS

August 26, 2024

Optimize search results in Ingeniux CMS with Keymatch in InSite Search. Learn how to configure and manage Keymatches to guide users to specific content, improving search accuracy and user...

Article

Working with Synonyms in InSite Search for Ingeniux CMS

August 22, 2024

Enhance search functionality in Ingeniux CMS with synonyms in InSite Search. Learn how to configure and manage synonyms to improve search results, making content more accessible and discoverable.

Article

Boosting Content in InSite Search with Ingeniux CMS

August 19, 2024

Optimize search results in Ingeniux CMS with InSite Search's Lucene engine. Learn how to use boost values to prioritize content, enhance relevance, and improve user search experiences.

Article

Working with External Data Sources with InSite Search in Ingeniux CMS

August 15, 2024

Enhance your website's search functionality with Ingeniux CMS InSite Search. Learn how to configure it to index external data sources like file systems, remote websites, and databases, offering users...

Article

Introducing Ingeniux InSite Search

August 12, 2024

This article aims to provide a detailed overview of Ingeniux InSite Search's capabilities and how it enhances the search experience for Ingeniux CMS users. It serves as an informative guide for...

Article

Looking Back at 2023 Software Release Highlights: Visual Editing Updates

January 9, 2024

In the latest release of Ingeniux CMS, visual editing took a huge leap forward in terms of user experience and extensibility. Here we take a closer look at the new and improved Visual Editor and...

Article

Looking Back at 2023 Software Release Highlights: Page Builder Updates

January 8, 2024

Ingeniux Page Builder is a modular design tool that facilitates the creation of beautiful web pages through a user-friendly drag-and-drop interface. The latest enhancements in Page Builder bring...

Article

Looking Back at 2023 Software Release Highlights: Custom Macros

January 8, 2024

Custom macros are a new feature in Ingeniux CMS 10.6 that extends the functionality of custom hooks to allow manual triggering of a script. These scripts can automate functions in the CMS, such as...

Article

Looking Back at 2023 Software Release Highlights: OAuth Identities

January 5, 2024

In the ever-evolving landscape of Content Management Systems (CMS), security and authentication remain of paramount importance. We took a significant leap forward last year with the introduction of...

Article

Looking Back at 2023 Software Release Highlights: Taxonomy Management

January 4, 2024

Taxonomy management is a critical part of content management in the CMS. It allows Site Administrations to create, name, organize, and manage categories, which can be assigned to content items for...

Article

Looking Back at 2023 Software Release Highlights: InSite Search

January 3, 2024

In 2023, InSite Search underwent a major transformation when the popular feature was updated in the release of version 10.6. Let’s dive into what’s changed and how users will experience the new and...

Article

Looking Back at 2023 Software Release Highlights: AI Module

January 2, 2024

Last year’s Fall Software Release introduced many new features and unveiled an exciting new direction for the product roadmap. One of the buzziest highlights of the release was the introduction of...

Article

Windows: Installing CMS 10.6 Oxygen Desktop Plugin with Web Launcher

June 21, 2023

Set up the CMS 10.6 Oxygen Web Launcher for Windows machines. Web Launcher automatically configures OAuth identities and CMS connection settings for users.

Article

MacOS: Installing CMS 10.6 Oxygen Desktop Plugin with Web Launcher

June 21, 2023

Set up the CMS 10.6 Oxygen Web Launcher for Windows machines. Web Launcher automatically configures OAuth identities and CMS connection settinga for users.

Article

Installing CMS 10.6 Oxygen Desktop Plugin Without Web Launcher

June 21, 2023

Configure CMS 10.6 Connection Settings for the Oxygen Desktop Plugin. The system requires content contributors to configure these settings if they do not install web launcher.

Article

Backing Up and Restoring RavenDB

June 20, 2023

Access the CMS 105+ Content Store to back up and restore the Raven Database (RavenDB) as needed.

Article

Preventing DSS 404 Errors on Assets with Special Characters

June 2, 2023

Prevent the DSS from displaying 404 responses for assets with special characters (e.g., "+") in their names.

Article

Setting Up Google Tag Manager in Ingeniux CMS

April 17, 2023

This guide on how to set up Google Tag Manager in Ingeniux CMS will give you the foundation you need to start using and managing tags on your website.

Article

Restoring RavenDB.Client 5.2.101 NuGet Package

March 8, 2023

Restore the RavenDB.Client 5.2.101 NuGet package for CMS 10.5.128+ instances.

Article

Accessing CMS 10.5+ RavenDB Studio

March 8, 2023

Access the Raven Database (RavenDB) Management Studio for CMS 10.5+.

Article

Uninstalling CMS 10.5+

September 19, 2022

Information and important considerations about how to uninstall a CMS 10.5+ instance and remove its RavenDB service, referenced by its process ID (PID).

Article

Configuring SAML in Azure Active Directory

February 23, 2022

This article provides administrators with steps to configure SAML in your organization's Azure Active (AD) account and to set up Ingeniux CMS with SAML authentication.

Article

Using Reporting Effectively

December 2, 2021

In Ingeniux CMS, you can run reports on all of your content items and major system operations. In this article, we'll explore the different types of reports you can run in the CMS, as well as best...

Article

Keep Your CMS Organized and Efficient with Page Creation Rules

December 1, 2021

Page Creation Rules help us control the way content is created and managed in the information architecture in the CMS. Their effective use can ensure you keep your site tidy and help content creators...

Article

Set Up and Manage Publishing Features Like a Pro

October 11, 2021

Ingeniux CMS has many powerful publishing features. Following these tips will help you manage the Ingeniux publishing system according to best practices and ensure your content gets delivered how and...

Article

Using Ingeniux Worldview: Tips and Tricks

September 13, 2021

Worldview in Ingeniux CMS is a tool that enables content creators to import and export content for translation/localization. We've curated a list of things to consider if you plan to use this feature...

Article

Moving RavenDB to Separate Server From CMS

August 5, 2021

Information on how to decouple the CMS from the RavenDB. Moving the RavenDB to its own server can minimize negative impacts on CMS performance.

Article

5 Ways to Use Site Migrator in Ingeniux CMS

August 4, 2021

Site Migrator is an amazing tool that can be used to manage and move content in Ingeniux CMS. In this article, I’ll explore some of the ways you may want to use Site Migrator in your day-to-day.

Article

Key Considerations When Upgrading to CMS 10.5

August 2, 2021

Determine whether upgrading to CMS 10.5 is right for you and your organization by reviewing changes for RavenDB, asset management prior to CMS 10.x, default Form Builder XSLT asset files, and DSS...

Article

Best Practices for Using Schema Designer

July 28, 2021

Whether you’re creating new schemas for a brand-new implementation or editing schemas in an existing implementation, following these suggestions should make your job a little easier.

Article

Tips and Tricks for Successful Asset Management

July 21, 2021

When it comes to success asset management it’s all about preparation, organization, and a solid understanding of key features in the CMS that can help users find and manage the right assets.

Article

How to Use Workflow to Streamline Your Publishing Process

July 14, 2021

Learn how to design workflows that help content writers, editors, reviewers, and others working in the CMS understand the content production and publishing process and ensure all content goes through...

Article

Adding TinyMCE Plugins

June 15, 2021

Administrators can add new, third-party plugins to TinyMCE. Learn more about this process in this article.

Article

Resolving Raven Database Alerts

May 4, 2021

In this article we demonstrate how to address and delete Raven Database (RavenDB) alerts that display in the CMS 10.3 user interface.

Article

Managing Cartella Edit Form Fields

April 28, 2021

How to manage custom fields in edit forms for Cartella modules, module items, user profiles,etc.

Article

Scheduling Lucene Optimization Operations in ISS 2.14+

April 5, 2021

Configure the ISS 2.14+ optimizeSchedule and optimizeTimeout Search settings to schedule the Lucene index optimization timings for the search index.

Article

Adding Modules to Cartella User Profiles

March 16, 2021

Learn how to add modules of any type (i.e., documents, image galleries, videos) to user profiles in Cartella.

Article

ASP.NET Extensibility

March 10, 2021

In this article we provide information that will help you to develop overrides, extend import, and update functionality.

Article

Adding Content with ETL REST API

March 10, 2021

This article provides an example of how to log into the CMS Web API and an example of how to import JSON via the post method.

Article

ETL Tool

March 9, 2021

The ETL tool imports CSV, JSON, and XML data into Ingeniux CMS. Learn more about this process and how to use this tool in this article.

Article

Memory Tuning for CMS and ContentStore Application Pools

November 13, 2019

How to set the CMS and ContentStore application pools to reduce their memory footprints.

Article

Shutdown Time Limit for Content Store App Pool

October 7, 2019

How to increase the Shutdown Time Limit for the application pool of your CMS content store.

Article

Manage Integrated Users in the CMS

September 4, 2019

This article demonstrates how to add and remove users as well as how to reset and change passwords.

Article

Configuring Cartella as a Service Provider

March 11, 2019

This article demonstrates how to configure Cartella as a Service Provider by setting up saml.config.

Article

Manually Convert Storage Type from Esent to Voron

May 24, 2018

This knowledge base article provides step-by-step instructions on how to convert a CMS 10 storage type from Esent to Voron.

Article

Creating Custom 404 Error Page

March 26, 2018

This article outlines how to create a custom 404 error page.

Article

Index Component Content via Setting in Search.config

February 12, 2018

As of InSite Search 2.8.x, you can set IncludeComponentContentInPage to true within an add tag in Search.config to index content within components.

Article

Migrate Assets Before Unpacking CMS 9 Pages to CMS 10 Site

January 26, 2018

This article provides instructions about how to handle asset references before unpacking Ingeniux CMS 9.0 pages into a CMS 10 site.

Article

How to Generate a Sitemap

October 3, 2017

Use the following article to generate Sitemap Protocol XML

Article

Configuring Index Rebuild Settings During Development

June 26, 2017

Configuring your CMS site to rebuild indexes during site development.

Article

Configuring Queries Based on Specific Fields in InSite Search

June 1, 2017

InSite Search 2.6.12 and above now has the ability to force all queries to run against a list of defined fields.

Article

Configuring an Inclusive List of Fields for Matching Fragment Results in ISS

June 1, 2017

InSite Search 2.6.12 and above supports an inclusive list of fields that specifies the order of returned fields within the results set.

Article

Excluding Published Document Paths or File Types from the InSite Search Index

June 1, 2017

Instructions on configuring your InSite Search implementation to exclude filetypes or specific folder paths within your published Documents assets from being indexed.

Article

Configuring Document Boost by Facets in InSite Search

June 1, 2017

This article describes how to configure document boost by facets within InSite Search 2.6.12 and above.

Article

Configure Local User Account for File Replication

May 24, 2017

This article walks you through the steps required to use a local user account for File Replication impersonation settings.

Article

Enable SSL/HTTPS for a DSS 9.0 Site

May 3, 2017

Enable SSL/HTTPS for a DSS 9.0 Site

Article

Additional DSS 10.x and DSS 9.x appSettings

September 8, 2016

This article describes values for the DSS application configuration settings in Web.config.

Article

Key/Value Pairs in CMS local-appsettings.config

September 8, 2016

This article describes certain CMS key/value pairs found in the local-appsettings.config file.

Article

Lower Memory Use After Publishes on DSS 9.0 SR5

June 30, 2016

A new DSS web.config setting, TightMemoryControl, can help prevent memory leak after a publish.

Article

Send Workflow Email as the Advancing User in CMS 9.0 SR5

June 27, 2016

Set up workflow email notifications to send from the email address of the advancing user

Article

Enable SSL/HTTPS for CMS 10.x or CMS 9.x Sites

June 23, 2016

Enable SSL/HTTPS for a CMS 9.0 or CMS 10.0 Site

Article

Enable Dependency Mode for Navigations on DSS 10.x and 9.5+

June 22, 2016

Enable Dependency Mode for DSS version 10.x and 9.5+. For navigation building, this mode can help to improve processing and startup times after publish. With Dependency Mode enabled, navigation cache...

Article

Upgrading CMS 9.0 to Later Service Release

March 21, 2016

How to upgrade a CMS 9.0 instance to the latest service release.

Article

Upgrade the Newsletters Module on CMS 9.0

August 3, 2015

This KB article details how to upgrade the Newsletters module from 8.0 to 9.0.

Article

Configure Authentication in Ingeniux CMS

May 11, 2015

How to configure the local-appsettings.config, local-connection-strings.config, and local-membership.config files in Ingeniux CMS.

Article

Updating the GetQuery Method in CMS 9.0 InSite Search

May 11, 2015

Updating the GetQuery Method in CMS 9.0 InSite Search

Article

Configure .NET and IIS Prerequisites for CMS V8 on Windows Server 2012/2012 R2

May 5, 2015

This article explains how to configure .NET and IIS prerequisites for CMS 8.0 on Windows Server 2012 and 2012 R2.

Article

About the CMS 8 Dynamic Site Server (DSS) API

April 8, 2014

This article indicates the location of the CMS 8.0 DSS API.

Article

DSS Content Location Best Practices, How to Move DSS Content to a New Location

February 24, 2014

This article addresses best practices on where to store DSS content and how to move DSS content to a new location.

Article

Register ASP.NET with IIS Application Pool

February 24, 2014

This article explains how to register ASP.NET with IIS, to fix the 404 error on Page Preview

Article

Recommended Steps for Optimizing Schema Synchronization in CMS 8

February 13, 2014

Best practices for performing Schema Synchronization in CMS 8

Article

Preview CMS Content Externally from the CMS Environment

February 13, 2014

This article explains how to Preview content outside of the CMS environment, based on the Publishing Target, by way of a query string. This can be useful for clients who wish to view the page without...

Article

Customize the Appearance of the CMS Environment

February 12, 2014

How to change the login screen logo and Application Name.

Article

Authenticate to the CMS using Secure LDAP

October 9, 2013

Additional files are needed to authenticate using Secure LDAP for authentication with the CMS.

Article

Upgrade to Cartella 4.0

September 11, 2013

This article provides an overview of how to upgrade a Cartella instance from version 3.0 to version 4.0.

Article

Faceted Search

August 30, 2013

A guide to implementing Faceted Search in the CMS

Article

Mobile Video Page Implementation Considerations

July 8, 2013

A description of technology and implementation code that is capable of streaming videos across mobile platforms and browsers.

Article

Force Desktop Override on Mobile Pages

July 8, 2013

It is a common feature in mobile implementations to integrate a link that allows a user to view a mobile page in its full desktop version. The rather swift integration of setting cookies is explained...

Article

Upgrade 8.0 MVC Site to Latest Service Release

April 30, 2013

This article explains how to upgrade an MVC CMS implementation to the latest service release.

Article

Configure Exports for a DSS Site

November 13, 2012

CMS 8.0 introduced a new run-time server, the Dynamic Site Server (DSS). This article explains how to configure XML exports for a DSS site.

Article

Upload a CMS Site Copy to the Ingeniux FTP

September 18, 2012

Uploading a copy of your CMS site to the Ingeniux FTP server.

Article

Add a User to the CMS

September 13, 2012

Add a New User to the CMS.

Article

Publish Structured URLs in Lowercase

September 13, 2012

How to publish structured URLs in lowercase.

Article

Create Local Accounts for CMS Authentication

September 13, 2012

In the event that authentication is not configured or functioning, you can create local accounts.

Article

Set Up CMS Redirects

September 8, 2012

How to set up and configure custom 301 redirects in CMS 7.0

Article

Set up Site Sync for CMS 8.0

August 30, 2012

In place of the old PeerSync model, CMS 8.0 uses Ingeniux Site Sync to replicate files from the CMS to the Dynamic Site Server. This article describes how to configure replication.

Article

Upgrade an MVC Site to CMS 8.0 DSS

August 30, 2012

CMS 8.0 features a new run-time server, the Dynamic Site Server (DSS). This article describes how to convert a CMS 7.5 MVC site running on the previous Run-Time server to a CMS 8.0 MVC site running...

Article

CMS Upgrade Instructions

December 29, 2011

A step-by-step guide on how to upgrade your CMS.

Article

Globally Export Elements and Attributes

October 19, 2011

In CMS V7.5, users can globally export elements and attributes.

Article

Delete Users From Cartella

May 16, 2011

How to delete users from Cartella.

Article

Permanently Remove Users From Cartella

May 16, 2011

Deleted users are not removed from the Cartella database. To permanently remove deleted users, you must purge them.

Article

Manually Add Users to the CMS

May 9, 2011

Manually add users to the CMS by modifying the users.xml file.

Article

Change Default Paste Option in TinyMCE

April 20, 2011

Edit the TinyMCE config file to allow a user defined set of markup tags.

Article

Set Up Email Notifications During Workflow Changes

April 6, 2011

Edit the TinyMCE config file to allow a user defined set of markup tags.

Article

Edit TinyMCE Valid Tags

March 18, 2011

Edit the TinyMCE config file to allow a user defined set of markup tags.

Article

Exclude Images, Documents, Media, and PreBuilt Directories from Publish

July 20, 2010

How to excluding Images, Documents, Media, and PreBuilt directories from publish | Provides steps recommended to cut down on overall publish time.

Article

Query for "Publish As" Page Names

July 20, 2010

How to query for "Publish As" page names | Describes the XPath query to use in the Administrator Client reports

Article

Specify a Particular Publishing Target in Workflow

July 20, 2010

How to specify a particular publishing target in workflow | Steps to specify a particular publishing target in workflow.

Article

Permanently Delete a CMS Page

July 20, 2010

Follow these steps to permanently delete a page from a site.

Article

Roll Back a Site to a Previous Version

July 20, 2010

Follow these steps in the rare instance an upgrade causes the Design-Time or Run-Time site to become unstable.

Article

Users.xml file structure

July 20, 2010

Manually editing the Users.xml file

Article

Restore an Ingeniux CMS Site From an \xml Backup

July 20, 2010

When replacing server hardware or recovering from a system failure, it may be necessary to restore a CMS Design-Time site. Learn how to set up an Ingeniux CMS site from a backup of an \xml directory.

Article

Rebuild igxurlmap.xml

January 5, 2010

The igxurlmap.xml file keeps track of which structured URL maps to which xID in the site. Every time a new page is created, it is given a new unique xID. This poses a problem when existing pages are...

Article

Configure a CMS 8.x Site for HTTPS/SSL

January 5, 2010

How to configure a CMS Site for HTTPS/SSL | Outlines the necessary steps to configure your CMS site for HTTPS/SSL.

Article

Create Custom Tabs in the CMS

January 5, 2010

The customTabs.xml file is used to display additional customizable tabs in the Ingeniux CMS. These tabs can be used to browse internal or external URLs that may be helpful to authors or...