Using Cartella
Using Cartella: Navigate and work with the Cartella user interface.
For all levels of experience, this documentation serves as a Cartella introduction and reference manual. Learn and use the Cartella user interface to manage social content, publishing, and networking.
To work through the Using Cartella documentation, know how to navigate web environments and how to work with your computer’s operating system.
Configure administration and development settings, manage folios and modules, create and comment on module content, and access the user directory and profiles.
Cartella Home Navigation
Use the ancillary navigation, main navigation, and image profile directory to navigate to different areas of Cartella.
- Ancillary Navigation: Access your user profile, the user Directory, Settings (site administrator permissions required), or the option to Sign Out of Cartella.
- Main Navigation: Access the Cartella home view, the
user directory, and top-tier folios. Note: In folio views, the main navigation changes to the folio module navigation.
- Profile Directory: User profile images display by random selection in this navigation. Click a profile image to display the user's profile view.
Settings
Access Settings in the ancillary menu. Only site administrators access Settings.


Settings navigation displays the following Cartella management views:
- Category Management: Manage categories to classify, organize, and connect site content.
- Group Management: Manage groups and group members.
- User Management: Manage user accounts to set authentication systems, enter profile information, configure permissions, reset passwords, and create or delete users.
- Module Management: Manage which modules Cartella creates by default in new folios and user profiles.
- Role Management: Manage roles and permissions associated with existing roles.
- Folio Management: Manage and navigate to active and deleted folios.
- Licensing: View licensing information or enter the license key for the Cartella site instance.
-
Configuration Management: Access point to the following
configuration settings:
- User Group Sync Configuration Tool: Integrate existing user stores with Cartella.
- Email Management: Configure Email to send and receive email notifications and reset user account passwords from Cartella.
- Search Management: Configure search sources, spellchecker, and indexing.
-
Customize: Access point to the following customization
settings:
- Custom Object Builder: Develop custom modules, objects, and views. Outside Cartella development configuration required.
- Field Management: Reorder fields and manage custom fields for Cartella content.
-
Reports: Access point to the following reports:
- Viewing Least Results for Single Term Report: How to view, sort, and download terms that return the least results in Cartella Search.
- Viewing Most Common Single Search Term Report: How to view, sort, and download the most frequently searched terms in Cartella Search.
- Viewing User Activity Report in Cartella Site Settings: How to view, sort, and
download Cartella activity data
for each user.
Folio and Module Managers
Access Folio and Module Managers in the main navigation menu. In the folio view, different navigation options display to navigate to sub-folios, modules, and management views.

- Ancillary Navigation: Access your user profile, the user Directory, Settings (site administrator permissions required), or the option to Sign Out of Cartella.
-
Folio Module Navigation: Access modules directly nested inside of
the current folio. Note: Folio Module Navigation differs from main navigation and profile module navigation. This navigation only displays inside a folio, sub-folio, or folio module.
-
Moderator Actions Area: Access options for the folio, sub-folio, or
module you are currently viewing. Restriction: Only folio administrators+ have permissions to access Edit and Delete.
-
Item Actions Area: Access options for the module item you are
currently viewing.Restriction: Only moderators+ have permissions to access Manage.Restriction: Only the item creator with contributor+ permissions and users with moderator+ permissions have access to Edit and Delete.
- Breadcrumb Navigation: Displays the location of the entity within the Cartella site. Use the breadcrumb navigation to navigate to and note nested entities.
Module Content
Access modules to view Module Content. Each module contains different types of content items. In a folio or sub-folio, use the folio module navigation or the Browse area to navigate to modules. Site administrators and folio administrators select modules to display in folios, sub-folios, and site administrators select modules to display in user profiles.

Settings navigation displays the following Cartella management views:
- Document Modules: Create folders to upload, categorize, store, and share documents.
- Blog Modules: Create blog posts to share with users.
- Gallery Modules: Create galleries to organize, upload, and edit images.
- External Modules: Insert an external link to display a view of the website in the module iframe.
- Survey Modules: Create surveys for Cartella users to take and complete. Use the Survey module to view results.
- Forum Modules: Create topics, discussions, and posts to communicate with Cartella users.
- Media Modules: Create media to share with Cartella users.
- Calendar Modules: Create and schedule events and export calendars to Microsoft Outlook.
- Announcement Modules: Post announcements to share with Cartella users.
- Page Modules: Create, edit, and delete pages to share folio information.
- Wiki Modules: Create wikis to collaborate with Cartella users in teams.
- Idea Modules: Post ideas for Cartella users to brainstorm, discuss, and vote on concepts.
Profiles and Directory
Everyone has access to the Profiles and Directory. Use the ancillary navigation to access your personal profile or the user profile directory.
Use the profile directory navigation to filter users by an alphabet letter.

Individual user profiles may contain their own profile modules. In the user's profile view, use the profile module navigation to navigate to profile modules specific to the user.

This section includes:
- CMS Documentaton Home
-
CMS 10
-
Installation and Upgrades
- CMS 10.5 Installation and Upgrades
- CMS 10.0-10.3 Installation and Upgrades
- Getting Started
-
Authoring Basics
- Creating Pages with Visual Editing
- Checking Pages In or Out
- Saving Pages
- Deleting and Restoring Pages
- Marking Pages for Publish
- Unmarking Pages for Publish
- Publishing Content Within the Site Area
- Viewing Publishing Target Assignments
- Advancing Content Items in Workflow
- Previewing Pages
- Checking for Spelling
-
Completing Page Elements
- Text Elements
- Group Elements
- Asset Elements
- Link Elements
- LinkSet Elements
- Multi-Select Elements
- Components
- XHTML Editor
-
Editing Basics
- Assigning Pages and Assets
- Using In-Context Editing
- Using History
- Viewing and Setting Page Properties
- Managing Pages in Site Tree
- Renaming Pages
- Page Builder
- Using Search
- Categorizing Pages and Components
- Generating Content via Taxonomy Navs
- Managing Pages in Workflow
-
Assets Manager
- Creating Asset Folders
- Moving Assets
- Copying Assets
- Uploading Assets
- Uploading Zipped Assets
- Deleting Assets
- Assets Metadata
- Adding Assets to Workflow
- Removing Assets from Workflow
- Assets History
- Categorizing Assets
- Editing Assets
- Downloading Assets
- Filtering Assets
- Setting Properties on Assets
- Searching for Assets in the CMS
- Converting Unmanaged Assets
- Marking Assets for Publish
- Unmarking Assets for Publish
- Publishing Within the Assets Area
- Viewing Publishing Targets in Assets Tree
- Authentication and Authorization
-
Administration
- Find/Replace
-
Schema Designer
- Using Schema Designer
- Page Schemas
- Component Schemas
- Asset Schemas
- Additional Configurations on Schema Types
-
Schema Actions
- Uploading Schemas
- Copying Schemas
- Reverting to Previous Schema Versions
- Schema Synchronization
- Downloading Schemas
- Deleting Schemas
- Checking Schema Usage
- Blocking Group Schema Access
- Creating Favorite Element Groups in Schemas
- Adding Attributes to Top-level Schemas
- Adding Elements to Schemas
- Adding Attributes to Schema Elements
- Viewing Schemas as HTML
-
Schema Designer References
- Page and Component Elements
-
Element Attributes for Schemas
- Asset Element Attributes
- Checkbox Element Attributes
- Component Element Attributes
- Dropdown List Element Attributes
- Dynamic Execute Element Attributes
- Group Element Attributes
- Insert Element Attributes
- Link Element Attributes
- LinkSet Element Attributes
- List Element Attributes
- Local Date Element Attributes
- Local Time Elements Attributes
- Multi-Select Element Attributes
- Navigation Element Attributes
- Password Element Attributes
- Plain Text Element Attributes
- References Navigation Element Attributes
- Taxonomy Navigation Element Attributes
- XHTML Editor Element Attributes
- XML Element Attributes
- Asset Elements
- Asset Field Types
- Schema Attribute Synchronization
- Presentation Content Units
-
System Options
-
CMS Settings
- Site Tree Context Menu
- Assets Tree Context Menu
- In-Context Editing Configuration
- Taxonomy
- Permissioned Workflow
- Custom Tabs
-
XHTML Editor in Schema Designer
- Basic Settings
- XHTML Editor JSON Configuration
- XHTML Editor Plugin Configuration
- XHTML Editor Block Formats Selection
- XHTML Editor Fonts Selection
- XHTML Editor Font Sizes Selection
- XHTML Editor Table CSS Classes
- XHTML Editor Image CSS Classes
- XHTML Editor Link CSS Classes
- XHTML Editor Custom Content CSS Files
- List of XHTML Editor Controls
- Spell-Check Settings
- Publishing
- Archiving
- Versioning
- Application Name
- Auto-Save
- Reverse Proxy
- Site Properties
- WorldView Configuration
- Email Configuration
- CMS Logging
- Log File Size
- File Locations
- Time Zones
- DSS Settings
-
CMS Settings
- InSite Search Configuration
-
Users and User Groups
- Creating User Accounts
- Creating Groups
- Enabling Workflow Emails
- Importing Users and Groups from Active Directory
- Adding Users to Groups
- Assigning Groups to Users
- Deleting User Accounts
- Deleting Groups
- Resetting User Passwords
- Viewing Page Creation Rules Assigned to Groups
- Viewing Group Workflow Transitions
- Viewing Group Permissions on Content Items
- Viewing Group Content Assignments
- Exporting User and Group Data in Excel XML Format
- User Group Permissions Reference
- Page Creation Rules
- Workflows Designer
-
Publishing System Manager
- Publishing Targets
- Publishing Profiles
- User Agents and Sites
- Device Manager
- Publishing System References
- Redirects
- Publishing Monitor
- Taxonomy
- Reports
- Localization
- Maintenance
-
Special Topics for Administrators
- Setting up DSS with ASP.Net Views to Display Content
- Export Types
- Monitoring RavenDB via SNMP
- Command Line Options for Silent Install
- Installing UI Language Packs
- SFTP Access to Assets
-
Oxygen Desktop Plugin
- Installing Oxygen Desktop Plugin
- Using Oxygen Connector
- RavenDB Certificates
- Page Builder Prerequisites
- Schema Designer Prerequisites
- PCR Prerequisites
- Workflows Designer Prerequisites
- Publishing Prerequisites
- Taxonomy Prerequisites
- Translation Prerequisites
- DITA Processing Pipeline
- InSite Search
-
Custom Plug-in Applications
- Website Analytics
- Working with Site Migrator
-
Translation within Ingeniux CMS
- Translating Site Content with WorldView
- Ingeniux Translation Manager
- Localizing Ingeniux CMS UI
-
Development
- Development Life Cycle
- Extending Ingeniux CMS Functionality
-
Building an MVC Website for DSS
- Getting Started with ASP.NET MVC
- Opening the Sample DSS Preview Project
- Adding Views to Visual Studio Project
- Uploading MVC Views as Managed Assets
- Developing MVC Solution by Example
- Testing MVC Solution in Preview Tab
- Deploying MVC Instance to DSS
- Working with the DSS API
- Special Topics for Developers
- Typographic Conventions
-
Installation and Upgrades
-
CMS 9
- Installation
- Upgrades
- Getting Started
-
Authoring Basics
- Creating a New Page
- Checking a Page In or Out
- Deleting and Restoring Pages
- Completing Page Elements
- Uploading Assets to Ingeniux CMS
- Using Page View to Preview a Page
- Using Spellcheck
- Saving Pages
- Marking and Unmarking Pages for Publish
- Advancing Pages in Workflow
-
Editing Basics
- Locating Pages by xID
- Using Search to Locate Pages
- Assigning Pages
- Using In-Context Editing
- Reverting to a Previous Version of a Page
- Viewing Page Properties
- Managing Pages in Workflow
- Renaming Pages
- Creating New Page Layouts with Page Builder
- Creating Forms in Page Builder
- Validating User Input in Visual Form Builder
- Translating Content with Ingeniux WorldView
- Organizing Content
- Authentication and Authorization
-
Administration
- Key/Value Pairs in CMS local-appsettings.config
- Searching and Modifying CMS Content with Find and Replace
- Schema Designer
- Presentation Content Units
- Search Configuration
- System Options
- Users and Groups
- Page Creation Rules
- Workflows
- Managing Site-Wide Taxonomy Categories
-
Publishing System
- Configuring a Publishing Target
- Creating a Publishing Profile
- Working with Multi-Format Output and User Agents
- Setting Device Bundles in Device Manager
- How Dependencies Work
- Redirects
- Publish Monitor
- Reports
- Localization
- Maintenance
- InSite Search
- Topics for CMS Developers
- Ingeniux CMS 9 VPAT
- End-User License Agreement
- CMS 8
-
Cartella
- Cartella Overview
-
Installation and Setup
- Installing Cartella
- Uninstalling Cartella
- Advanced Setup
-
Using Cartella
- Settings
-
Folio and Module Managers
- Moderator
- Folio Administration
- Module Content
- Profiles and Directory
- Developing Cartella
- Scenarios
- Troubleshooting