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CMS Documentation Home
Cartella
Using Cartella
Folio and Module Managers
Folio Administration
Managing Modules
Folio Admin: Managing Modules
This section includes:
Editing Modules
Deleting Modules
Inbox
Deleted Content
Permissions
Activity Reports
Managing Sub-Folios
Folio Admin: Managing Modules
Table of Contents
Search
Table of Contents
CMS Documentation Home
CMS 10
Installation and Upgrades
Ingeniux CMS 10.5–10.6 Installation and Upgrades
CMS 10.5–10.6 Prerequisites
CMS 10.5–10.6 Installation
Installing CMS 10.5–10.6 Platform
Creating CMS 10.5–10.6 Site Instances
CMS 10.5–10.6 Installation Outcomes
Checking CMS 10.5–10.6 IIS Setup
Checking RavenDB Services Setup
Installing CMS 10.5–10.6 DSS Instances
CMS 10.5–10.6 Upgrade Considerations
Upgrading to CMS 10.5–10.6
CMS 10.5–10.6 Upgrade Checklist
CMS 10.5–10.6 Post Upgrade Logs
Upgrading to CMS 10.5–10.6 DSS
CMS 10.5–10.6 DSS Upgrade Checklist
Replacing Site Instances with CMS 10.5–10.6
Migrating from CMS 8.x to 10.5–10.6
CMS 10.0–10.3 Installation & Upgrades
Ingeniux CMS 10.0–10.3 Prerequisites
Installing CMS 10.0–10.3 Platform
Creating CMS 10.0–10.3 Site Instances
Installing CMS 10.0–10.3 DSS Instances
CMS 10.0–10.3 Upgrade Considerations
Upgrading to CMS 10.0–10.3
CMS10.0–10.3 Upgrade Checklist
CMS 10.0–10.3 Post Upgrade Logs
Upgrading to CMS 10.0–10.3 DSS
CMS 10.0–10.3 DSS Upgrade Checklist
Replacing CMS 9+ Site Instances
Migrating from CMS 8.x to 10.3
Configuring Windows Server
Configuring Windows Server 2019
Configuring Windows Server 2016
Configuring Windows Server 2012
Configuring Windows Server 2008
Changing CMS 9+ URLs
Post Migration Logs
Getting Started
Logging In
Navigation Bar
Main Navigation
Ancillary Navigation
Editing Your Profile
Change Profile Photo
Change Language
Change Password
Sign Out
Utility Bar & Navigation Pane
Pinning Trees to Nav Pane
Read-Only Mode of Utility Trees
Administration Tasks Navigation
Site Tree Navigation
Assets Tree Navigation
Taxonomy Tree Navigation
Assignments
Search
Content Creation Wizard
Dashboard
Status
Quick Content Widgets
Create New PCRs
Assignments
Assets
Favorites
Monthly Production
Publishing Monitor
Site Traffic
Traffic Sources
In Progress
Who’s Online
Activity Stream
CMS Statistics
Site
Site Tree
Edit Tab
Edit Toolbar
Edit Modes
New Asset Elements
Preview Tab
Design Tab
Translate Tab
Categorize Tab
History Tab
XML Tab
Properties Tab
General Properties
Publish Management
URL Management
WorldView Properties
Page Creation Rules
Setting Page Security
Usage
Analytics Tab
Assets
Assets Tree
Asset View
Asset Editing
Asset Properties Tab
General Properties
Publish Management
WorldView
Asset Security
Usage
Unmanaged Assets
Administration
Apps
Authoring Basics
Creating Pages
Creating Pages from Site Toolbar
Creating Pages from Site Tree
Using Content Creation Wizard
Checking Pages In or Out
Checking Out Pages
Checking In Pages
Undoing Checked Out Pages
Saving Pages
Deleting and Restoring Pages
Deleting Pages
Emptying Recycle Folder
Restoring Pages
Marking Pages for Publish
Unmarking Pages for Publish
Publishing Content Within Site
Publishing from Site Toolbar
Publishing from Site Tree
CMS 10.6 Generating Preview Publish Reports
Viewing Publishing Target Assignments
Advancing Content Items in Workflow
Previewing Pages
Checking for Spelling
Completing Page and Component Elements
Text Elements
XHTML Editor
Pasting Content
Pasting Content with Formatting
Pasting Content as Text
Inserting Hyperlinks in XHTML Editors
Internal Links
External Links
Asset Links
Anchor Links
E-mail Links
Inserting Images in XHTML Editors
Image Manipulator
Rotating Images
Flipping Images
Resizing Images
Cropping Images
Undoing Image Edits
Redoing Image Edits
Inserting Media in XHTML Editors
Inserting Internal Media
Embedding External Media
Editing Tables in XHTML Editors
Asset Elements
Link Elements
Internal Link Types
External Link Types
Document Link Types
LinkSet Elements
Components
Group Elements
Adding Items to List Groups
Moving Items in List Groups
Removing Items from List Groups
Taxonomy Navigation Elements
Multi-Select Elements
Page Element References
Choose Asset File Dialog
Unpublished Assets Icon
Editing Basics
Assigning Pages and Assets
Assigning Pages
Viewing Assignments
In-Context Editing
CMS 10.6 ICE
CMS 10.6 Accessing ICE Mode
CMS 10.6 Editing Fields
CMS 10.6 ICE Content Trays
CMS 10.6 Editing Embedded Components
CMS 10.6 Editing Existing Components
CMS 10.6 Previewing Content Trays
CMS 10.6 Adding Content Trays
CMS 10.6 Replacing Content Trays
CMS 10.6 ICE Add Tray Dialog
CMS 10.6 ICE List Elements
CMS 10.6 Editing List Items
CMS 10.6 Adding List Items
CMS 10.6 Reordering List Items
CMS 10.6 Deleting List Items
CMS 10.0–10.5 ICE
CMS 10.0–10.5 Using ICE Mode
CMS 10.2–10.5 Adding List Items
Using History
Comparing Versions
Comparing Page Versions with Preview
Comparing Page XML
Reverting to Selected Versions
Rolling Back Pages
Viewing and Setting Page Properties
System Attributes
Language
Page Creation Rule Contexts
Page Security
Mark for Publish
Managing Pages in Site Tree
Moving Pages
Copying Pages
Renaming Pages
Renaming Pages from Site Toolbar
Renaming Pages from Site Tree
Page Builder
CMS 10.6 Page Builder
CMS 10.6 Building Presentations
CMS 10.6 Creating Presentation
CMS 10.6 Adding Layouts
CMS 10.6 Moving Layouts
CMS 10.6 Resizing Columns
CMS 10.6 Setting Row Properties
CMS 10.6 Setting Column Properties
CMS 10.6 Deleting Layouts
CMS 10.6 Deleting Columns
CMS 10.6 Adding Content Units
CMS 10.6 Moving Content Units
CMS 10.6 Editing Field Units
CMS 10.6 Editing Existing Component Units
CMS 10.6 Editing Embedded Component Units
CMS 10.6 Previewing Content Units
CMS 10.6 Deleting Content Units
CMS 10.6 Add Tray Dialog
CMS 10.6 Renaming Presentations
CMS 10.6 Editing Presentation Notes
CMS 10.6 Deleting Presentations
CMS 10.6 Forms in Page Builder
CMS 10.6 Setting Up Form Templates
CMS 10.6 Adding Child Layouts to Forms
CMS 10.6 Validating User Input
CMS 10.6 Processing Form Data
CMS 10.6 Processing Email Forms
CMS 10.6 Testing Email Forms
CMS 10.6 Viewing Form Component Instances
CMS 10.6 Visual Form Builder Content Units
CMS 10.0–10.5 Page Builder
Building Presentations
Selecting Containers
Setting Presentation Properties
Adding Layouts
Adding Content Units
Previewing Content Unit Views
Creating Content Unit Views
Editing Content Unit Views
Removing Content Unit Views
Using Content Unit Versions
Reverting to Content Unit Versions
Comparing Content Unit Versions
Marking Content Units for Publish
Managing Presentations
Deleting Presentations
Forms in Page Builder
Configuring Form Templates
Adding Child Layouts to Forms
CMS 10.0–10.5 Form Field Content Units
Validating User Input
Processing Form Data
Processing Email Forms
Using Search
Locating Pages and Assets by ID
Basic Search
Advanced Search
Categorizing Pages and Components
Managing Pages in Workflow
Adding Pages to Workflow
Removing Pages from Workflow
Viewing Workflow History
Assets Manager
Creating Asset Folders
Uploading Assets
Uploading Assets from Toolbar
Uploading Assets from Assets Tree
Creating Assets from External Links
Creating Text Assets
Uploading Zipped Assets
Extracting Zipped Assets
List of Asset File Types
Assigning Assets
Moving Assets
Copying Assets
Deleting Assets
Assets Metadata
Adding Asset Schema Metadata
Adding Taxonomy Metadata
Adding Related Images
Restricting Asset Publication
Adding Assets to Workflow
Removing Assets from Workflow
Assets History
Viewing Asset History
Comparing Asset Versions
Diffing Versioned Content
Reverting Asset Versions
Categorizing Assets
Asset Editing
Editing Image Assets
Changing Image Orientation
Cropping Images
Resizing Images
Redoing Image Changes
Undoing Image Changes
Text-Based Asset Editing
Editing Text-Based Assets in CMS
Editing HTML Assets in CMS
Editing Text-Based Assets Outside CMS
Replacing Files in Assets
Downloading Assets
Filtering Assets
Setting Properties on Assets
Asset Security
Searching for CMS Assets
CMS 10.6 Asset Text Searches
Converting Unmanaged Assets
Marking Assets for Publish
Unmarking Assets for Publish
Publishing within Assets Manager
Publishing from Assets Toolbar
Publishing Assets from Assets Tree
CMS 10.6 Generating Preview Publish Reports
Viewing Publishing Targets within Assets Tree
Authentication & Authorization
Authentication
CMS 10.6 Configuring Password Rules
Configuring SAML Authentication
SAML Setup with Okta as IdP
Configuring saml.config
Configuring local-membership.config
Troubleshooting SAML
Authorization
Authorization Configurations
Managing Security on Pages
Managing Asset Security
Setting Security on Assets
Adding User Groups to Asset Folders
Setting Security on Asset Folders
Run-Time Authentication
Configuring DSS Web.config for RTA
Setting up RTA Page Types
Defining Protected Pages with RTA
Defining Protected Pages via Taxonomy
Defining Protected Pages via Metadata
Authentication and Authorization References
Terms
Security in Site
Security in Assets
Permissions on Assets
Security in Administration
Administration
Analytics
Find/Replace
InSite Search
CMS 10.6 InSite Search Configuration
CMS 10.6 Indexing
CMS 10.6 Indexing Page Types
CMS 10.6 Indexing Fields in Page Types
CMS 10.6 Indexing Fields Site-Wide
CMS 10.6 Indexing Assets
CMS 10.6 Boost
CMS 10.6 Setting Boost Multipliers for Page Types
CMS 10.6 Setting Boost Multipliers for Fields in Page Types
CMS 10.6 Setting Boost Multipliers for Fields Site Wide
CMS 10.6 Synonyms
CMS 10.6 Adding Synonyms
CMS 10.6 Importing Synonyms
CMS 10.6 Keymatch
CMS 10.6 Adding Keymatch Searches
CMS 10.6 Importing Keymatch Searches
CMS 10.6 Search Settings
CMS 10.6 Managing Batch Sizes
CMS 10.6 Managing Custom Settings
CMS 10.6 Custom Setting Examples
CMS 10.0–10.5 InSite Search Configuration
CMS 10.0–10.5 Importing Search Configuration Files
CMS 10.0–10.5 Exporting Search Configuration Files
CMS 10.0–10.5 Boosts and Exclusions
CMS 10.0–10.5 Search Field
CMS 10.0–10.5 Adding Field Boosts
CMS 10.0–10.5 Adding Field Exclusions
CMS 10.0–10.5 Deleting Exclusions & Boosts
CMS 10.0–10.5 Search Schema
CMS 10.0–10.5 Excluding Schemas
CMS 10.0–10.5 Boosting or Excluding Schema Fields
CMS 10.0–10.5 Global Search Settings
CMS 10.0–10.5 Setting Batch Size for Pages
CMS 10.0–10.5 Setting Batch Size for Documents
CMS 10.0–10.5 Adding Custom Settings
CMS 10.1–10.5 Indexing Assets
Localization
Maintenance
Viewing Database Stats
Setting Up Content Freezes
Exporting Sites
Restoring Exported Sites
Downloading Maintenance Logs
Viewing Live Log Feed
CMS 10.5+ Custom Hooks
CMS 10.6 Custom Macros
Page Creation Rules
Creating PCRs
Managing PCR Parent Pages
Adding Parent Pages to PCRs
Removing Parent Pages from PCRs
Deleting PCRs
Exporting PCRs
PCR References
PCR Operations
Presentation Content Units
Field Content Units
Creating Field Content Units
Field Type Values
Editing Field Content Units
Copying Field Content Units
Component Content Units
Creating Component Content Units
Mass Creating Component Content Units
Editing Component Content Units
Copying Component Content Units
Content Unit Views
CMS 10.6 Content Unit Views
CMS 10.6 Previewing Content Unit Views
CMS 10.6 Creating Content Unit Views
CMS 10.6 Importing Content Unit Views
CMS 10.6 Editing Content Unit Views
CMS 10.6 Accessing Content Unit View History
CMS 10.6 Reverting Content Unit View Versions
CMS 10.6 Comparing Content Unit View Versions
CMS 10.6 Marking Content Unit Views for Publish
CMS 10.6 Generating Content Unit View Thumbnails
CMS 10.0–10.5 Content Unit Views
CMS 10.0–10.5 Previewing Content Units
CMS 10.0–10.5 Importing Content Unit Views
Blocking Group Content Unit Access
Deleting Content Units
Adding Content Units to Presentation
Removing Content Units from Presentation
Publishing Logs
Accessing Publishing Logs
Accessing Replication Logs
Publishing Monitor
Accessing Publishing Details
Accessing Pending Publishes
Viewing Publishing Logs
Canceling Publishes
Publishing System
Publishing Targets
Configuring Publishing Targets
Configuring Publishing Target Information
Configuring Transform Options
Configuring Structured URL Settings
Configuring Analytics Settings
Configuring Preview Settings
Configuring Page Builder Settings
Replicating Content
Enabling Replication
Adding Replication Targets
Amazon AWS S3
Azure Storage
File Replication
FTP Replication
FTP/SSL Replication
SSH FTP Replication
Advanced Replication Settings
Reordering Replication Targets
Disabling Replication Targets
Deleting Replication Targets
Performing Manual Replications
Setting Publishing Target Security
Publishing Within Administration
Publishing Profiles
Creating Publishing Profiles
Configuring Publishing Profile Security
Removing Publishing Target Associations
Deleting Publishing Profiles
User Agents and Sites
Setting up MFO
Configuring User Agents and Sites
Device Manager
Configuring Device Bundle Previews
Creating Device Previews
Previewing Devices
Publishing System References
Publishing Types
Redirects
Creating Redirects
Formatting Redirects
Reports
Pre-Defined Reports
Custom Reports
Creating Simple Reports
Creating Parameterized Reports
Creating Advanced Reports
XPath Examples for Reports
Scheduling Reports
Starting Scheduling Service
Exporting Reports
Schema Designer
Using Schema Designer
Page Schemas
Creating Page Schemas
Editing Page Schemas
Component Schemas
Creating Component Schemas
Editing Component Schemas
Asset Schemas
Creating Asset Schemas
Editing Asset Schemas
Additional Configurations
Associating Taxonomies with Schemas
Associating Workflows with Schemas
Associating Content Units with Schemas
Uploading Thumbnail Images
Schema Actions
Uploading Schemas
Copying Schemas
Reverting to Previous Schema Versions
Schema Synchronization
Syncing Content Items
Syncing Content Units
Syncing Embedded Components
Downloading Out-of-Sync Reports
Analyzing Change Efforts
Refreshing Synchronization View
Downloading Schemas
Deleting Schemas
Checking Schema Usage
Blocking Group Schema Access
Creating Favorite Schema Element Groups
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
Character Limits
List Items Limits
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
Ref. Navigation Element Attributes
Taxonomy Navigation Element Attributes
XHTML Editor Element Attributes
XML Element Attributes
Asset Elements
Asset Field Types
Schema Attribute Synchronization
System Options
CMS Settings
Custom Tabs
Display
Management
Permissions
Publishing
Global Navigation Exports
XSL:FO Processor
Max Child Pages
Spellcheck
Adding Language Dictionaries
Updating Language Dictionaries
Removing Language Dictionaries
Workflow
XHTML Editor
Basic Settings
Block Formats
Custom CSS
Font Families
Font Sizes
Image CSS Classes
JSON
Link CSS Classes
Plugins
XHTML Editor Plugins
Activating Paste Plugin
Table CSS Classes
List of XHTML Editor Controls
Application Name
Archiving
Assets Tree Context Menu
Auto-Save
CMS Logging
Email
File Locations
In-Context Editing
Log File Size
OAuth Identities
Resetting Client Secrets
Deleting Client Secrets
Reverse Proxy
Site Tree Context Menu
Context Menu Reference
Task Queue Serialization
Taxonomy
Themes
Creating Color Themes
Editing Color Themes
Resetting Color Themes
Downloading Color Themes
Uploading Color Themes
Setting Default Color Theme
Deleting Color Themes
Troubleshooting Invalid Color Themes
Color Theme Reference
Time Zones
Version Control
WorldView
DSS Settings
Server Variables
Custom Variables
Default Variables
Allow Transform
DSS Cache
DSS Logging
Global Variables
Setting Static Variables
Setting Dynamic Variables
Referencing Global Variables
Page Builder
Taxonomy
Creating Categories
Renaming Categories
Moving Categories
CMS 10.6 Copying Categories
Deleting Categories
Category Associations
Adding Associations
CMS 10.6 Copying Associations
Removing Associations
Setting Security
Configuring Security for Parent Categories
Configuring Security for Child Categories
Adding Category Synonyms
Localizing Taxonomy
Using Taxonomy Search
Taxonomy References
CMS 10.6 Taxonomy Context Menu
Taxonomy Operations
Users/Groups
Creating User Accounts
Creating Groups
CMS 10.6 Copying Permissions
CMS 10.3+ Creating Roles
CMS 10.3+ Editing Roles
CMS 10.3+ Using Roles in Groups
CMS 10.3+ Deleting Roles
Enabling Workflow Emails
Importing Users and Groups
Adding Users to Groups
Assigning Groups to Users
Deleting User Accounts
Deleting Groups
Resetting User Passwords
Viewing PCR Assignments
Viewing Group Workflow Transitions
Viewing Content Item Group Permissions
Viewing Group Content Assignments
Exporting User and Group Data
Exporting User Data
Exporting Group Data
Group Permissions Reference
Workflows Designer
Building Workflows
Creating Workflows
Creating Workstates
Designing Workflow Area
Changing Start Nodes
Creating Transition Arrows
Changing Transition Relationships
Deleting Workstates via Context Menu
Deleting Transitions via Context Menu
Creating Transitions
Adding Transition Actions
Picking Publishing Targets for Actions
Configuring the Custom Action
Configuring the External Client Action
Configuring Workflow Settings
Editing Workflows
Copying Workflows
Deleting Workflows
Managing Workflows with Reports
WorldView Workflows
Workflows Designer References
Workflow Templates
List of Transition Actions
Special Topics for Admin
Setting up DSS to Display Content
Exports
Default Exports
Global Exports
Local Exports
Commands for Silent Install
RavenDB Certificates
Monitoring RavenDB
Installing UI Language Packs
SFTP Access to Assets
Connecting to Assets via Oxygen
Configuring CMS 10.6 Asset Text Search
Page Builder Prerequisites
PCR Prerequisites
Publishing Prerequisites
Schema Designer Prerequisites
Taxonomy Prerequisites
Translation Prerequisites
Workflows Designer Prerequisites
Configuring local-appsettings.config
Key/Value Pairs in local-appsettings.config
InSite Search
Dynamic Execute Components
DEX Search Prerequisites
DEX Search Component
Configuring Ingeniux DEX Search
Creating DEX Search Components
Updating DEX Packages and Schemas
Configuring Search.config
Boosts and Exclusions
Global Search Settings
Indexing CMS 10.1+ Assets
Indexing
Testing
Prerequisites Prior to Test
Procedure for Testing DEX
DEX Search Navigation Component
Configuring DEX Navigation Search
Applying Search Nav Taxonomy
Creating DEX Search Components
Updating DEX Packages and Schemas
Configuring Search.config
Boosts and Exclusions
Global Search Settings
Indexing CMS 10.1+ Assets
Indexing
Testing DEX Search Components
DEX Test Prerequisites
DEX Test Procedure
DEX Keymatch Component
Configuring DEX Keymatch Search
Creating DEX Search Components
Updating DEX Packages and Schemas
Configuring Search.config for Keymatch Search
SearchSource.config Configuration
Configuring KeymatchSource.config
Boosts and Exclusions
Global Search Settings
Indexing CMS 10.1+ Assets
Indexing
Testing DEX Search Components
DEX Test Prerequisites
DEX Test Procedure
DEX Search Suggest Component
Configuring DEX Search Suggest
Creating DEX Search Components
Updating DEX Packages and Schemas
Configuring Search.config for Search Suggest
Configuring SpellcheckerSource.config
Indexing
Testing DEX Search Components
DEX Test Prerequisites
DEX Test Procedure
Binary Indexing
MS IFilters
Independent Searches
Configuring Keymatch Index
Configuring Spellchecker Index
Configuring Analytics Index
Configuring Site Crawler
Supplemental Configurations Overview
Configuring DocumentBoostsByFacets
Configuring HiliteFields
Configuring QueryFields
Synonyms
Configuring synonyms.xml
Migrating Synonym Configuration
Referencing External Synonyms
GSearch
Configuring GSearch
Ingeniux DEX Quick Setup
Implementing InSite Search After Site Upgrade
Troubleshooting Search
InSite Search Log Files
Text Searches Return No Results
Unexpected Text Search Results
No Search Results for Binary Documents
Incorrect Search Results for Binary Documents
InSite Search Reference Resources
Ingeniux DEX Reference
KeymatchSource.Config Reference
Search Navigation Reference
CMS 10.6 Search.Config Reference
CMS 10.1–10.5 Search.Config Reference
Custom Plug-in Applications
Site Migrator
Packaging Sites
Expanding Site Packages
Moving Multiple Pages as Siblings
Translation
Translating Site Content with WorldView
Setting User Language
Preparing Pages for Translation
Setting Up Master Pages
Creating Region Root Collection
Translating Pages
Finalizing Translations
Setting Language for Single Pages
Region Roots for Assets
Adding Clones
Pasting as Clone from Master
Activating WorldView Translation Workflows
Translation Workflow States & Transitions
Ingeniux Translation Manager
Deploying Translation Manager
Configuring Translation Manager Tab
Creating Translation Projects
Managing Translation Projects
Importing Projects
Reopening Translation Projects
UI Localization
CMS 10.6 External Modules
Ingeniux AI System
AI System Configuration
Configuring AI External Module
Managing AI Custom Tab
Configuring AI App
AI Usage Requirements
AI Content Creation and Editing
Creating Content with AI
Enhancing Plain Text with AI
Enhancing XHTML with AI
Reverting to Previous AI Iteration
AI Dashboard
Development
Development Life Cycle
Decoupled CMS
Website Design
Schema Definition
Site Specification
Naming Schemas
Schema Elements in Spec
Developing Schemas
Creating Content
Development Taxonomy
Translation
Workflow
Publishing to Targets
Building Sites with Schemas
Extending CMS
Extensions Development Solution
API Extensions Development Harness
Custom Hooks
Custom Hooks API
Custom Hooks by Example
CMS 10.6 Adding Custom Macros
Custom Indexes
Element Value Choice Hooks
Element Values by Example
Email Notification Templates
UI Languages
Spell-Checking Dictionaries
Automated Tasks Module
Installing the Automated Tasks Engine
Rebuilding Automated Tasks in Visual Studio
Editing Automated Task Module's Web.config File
Automated Tasks Web API Controllers
Automated Tasks Configuration App
Scheduling Automated Tasks
Configuring Email Settings
Viewing Automated Tasks Log Files
Testing New Tasks
Custom App Dev Examples
Tab Application
Testing Custom Tab
Edit Form for Dynamic Execute Element
Testing Custom Edit Form
Workflow External Client Application
Testing Workflow Application
Ancillary Page Builder Extensions
GiersdorfCustomFormatter
Foundation5MediumPresentationFormatter
Newsletters Module
Setting up the Newsletters Module
Creating and Sending Newsletters
Managing Newsletter Recipients
Developing External Module
Building an MVC Website
Getting Started with ASP.NET MVC
Intro to C#
MVC Paradigm
Intro to LINQ to XML
Intro to Razor View Engine
Opening DSS Preview Project
Adding Views in VS Project
MVC Views as Managed Assets
Uploading Views as Assets
Developing MVC Solution by Example
Layouts, Models & Namespaces
Rendering XML Content
Rendering Text
Rendering Body Content
Rendering ICE Content
CMS 10.6 Rendering ICE Content
CMS 10.6 ICE Schema Prerequisites
CMS 10.6 Configuring Empty ICE Components
CMS 10.6 Configuring ICE Lists
CMS 10.6 ICE DSS Prerequisites
CMS 10.6 Configuring ICE Helper
CMS 10.6 Configuring ICE Controller
CMS 10.6 ICE Views Configuration
CMS 10.6 Configuring ICE Component Views
CMS 10.6 Configuring ICE List Views
CMS 10.6 ICE Functionality Best Practices
CMS 10.6 ICE CSS Considerations
CMS 10.0–10.5 Rendering ICE Content
CMS 10.0–10.5 Custom View for ICE List Element
Displaying Images
Building Navigations
Creating Custom 404 Error Pages
Migrating Cut-Up into View Layer
Including Legacy File Paths
Testing MVC Solution in Preview Tab
Deploying MVC Instance to DSS
Working with the DSS API
ICMSEnvironment
ICMSPage
ICMSElement
Special Topics for Developers
Adding Custom MIME Types to DSS
Azure Application Insights
DSS Custom Metrics with Azure Application Insights
InSite Search Metrics with Azure Application Insights
Modified DSS Files
Deploying DSS to Azure App Service
Updating Bootstrap in DSS
Updating DSS RTAPI NuGet Package
DITA Publishing Architecture
DITA Processing Pipeline in Ingeniux CMS
Troubleshooting Custom Indexes After CMS 10.5 Upgrade
Troubleshooting CMS 10.6 ICE Rendering Issues with Javascript
DITA Processing Pipeline
Initial DITA Configuration
Creating DITA Asset Root Folder
Uploading DITA Content to Assets Manager
DITA Administration
DITA Setup
Defining DITA Root Folder
Setting DITA Advanced Options
Installing DITA-OT
DITA Output Formats
DITA Open Toolkit Parameters
Common Parameters
Advanced Parameters
DITA Map Management
DITA Map Manager's Main View
DITA Map Manager's Details View
DITA Map Structure
Checking Out/In DITA Maps
Mark/Unmark
Publishing Maps from
Downloading DITA Maps
Creating DITA Map Metadata
Removing DITA Maps
DITA Aliases
Alias and DITA Content Editing
Alias Creation
Adding Aliases from Administration
Adding Aliases via Utility Trees
Adding Aliases via Site Tree
Adding Aliases via Assets Tree
Adding Aliases via Drag/Drop
Moving Aliases
Move Alias Structures via Drag Action
Moving Aliases via Cut/Paste
Viewing Aliases from Administration
Alias and DITA Content Updates
Configure Alias Update Setting
Updating Aliases from Administration
Updating Aliases via Site Tree
Alias Deletion
Deleting Aliases from Administration
Deleting Aliases via Site Tree
Alias References
Alias Context Menu Actions
DITA Alias Icons and Types
DITAVAL Manager
Authoring and Editing DITA Content
Oxygen Web Author
Installing Oxygen Web Author
Oxygen Desktop Plugin
Oxygen Desktop Plugin Installation and Updates
CMS 10.6 Oxygen Desktop Plugin Installation
Installing CMS 10.6 Oxygen Web Service
Installing CMS 10.6 Connector Add-on
Windows: Installing CMS 10.6 Oxygen Web Launcher
MacOS: Installing CMS 10.6 Oxygen Web Launcher
Configuring CMS 10.6 Connection Settings
CMS 10.3–10.5 Oxygen Desktop Plugin Installation
Installing CMS 10.3–10.5 Oxygen Web Service
Installing CMS 10.3–10.5 Connector
Configuring CMS 10.3–10.5 Connection Settings
Oxygen Desktop Plugin Updates
Updating Oxygen Web Service for Add-ons
Installing Add-on Updates
Troubleshooting Add-on Updates
Oxygen Desktop Plugin Authoring and Editing
Opening DITA Content
CMS 10.6 Opening Oxygen via Web Launcher
Opening DITA Maps
Opening DITA Topics
Assigning DITA Content
Checking Out and In DITA Content
Checking Out DITA Content
Checking In DITA Content
Undoing Check Outs on DITA Content
Refreshing DITA Content
Creating DITA Folders
Creating DITA Content
Searching DITA Content
CMS 10.6 Locating Content in CMS Tree
Editing DITA Content
Saving DITA Content
Inserting Links in DITA Content
Inserting Images in DITA Content
Inserting DITA Map Topic References
CMS 10.6 DITA References
Advancing DITA in Workflows
CMS 10.6 Publishing DITA via Workflows
Removing DITA Content
Opening Oxygen Desktop Plugin CMS Panes
Clearing Oxygen Desktop Plugin File History
Special Plugin Topics
Generating PDFs from DITA
Displaying DITA Image Alt Text in PDFs
Resolving No CSS File Specified Errors
Verifying Frameworks Location
DITA Properties
DITA Depends-On Properties
DITA "Used By" Properties
Map Details View in DITA Properties
DITA Map Structure
Checking Out/In DITA Maps
Mark/Unmark
Publishing Maps from
Downloading DITA Maps
Creating DITA Map Metadata
Removing DITA Maps
DITA Aliases
Adding Aliases
Viewing Aliases from Assets
Updating Aliases from Assets
Deleting Aliases from Assets
DITA Output Management Properties
DITA Preview and XML
Previewing DITA Views
Previewing DITA Raw XML
Clearing DITA Preview Cache
DITA Preview and XML Toolbar
Publishing DITA in Ingeniux CMS
Publishing DITA Content
Viewing DITA Content Items before Executing Publish
Configuring the DITA Publishing Dialog
Configuring Post-Publish Content Processor
Configuring Sample JSON Content Processor
DITA Publishing with Workflows
DITA Publishing Logs
Accessing DITA Publish and Preview Logs
Post-Publish Processing Logs
Troubleshooting DITA Collections
DITA Preview Issues
Cannot Access DITA Preview and XML Tabs
DITA Preview Log Errors
Unexpected DITA Preview Output Results
No DITA Preview Output
DITA Publishing Issues
Cannot Access DITA Publish Dialog
DITA Publish Error
DITA Publish Log Errors
Unexpected DITA Output Results
No Output After DITA Publish
Diagnosing DITA Publish and Preview Issues
DITA Publishing Pipeline Troubleshoot Checklist
Turning on Debug Mode
Checking DITA Preview Logs for Errors
Checking DITA Publish Logs for Errors
Checking DITA Preview Output
Checking DITA Publishing Output Directory
Checking DITA Temp Folders
Checking CMS Publishing Logs for Post Processed DITA
DITA Upload Issues
Interpreting DITA Log Errors
Running DITA-OT Outside CMS
DITA-Related Special Topics
Deleting Assets from DITA Collections
DITA and Site Migrator
CMS 9
Installation
Ingeniux CMS 9.0 Prerequisites
Important Changes in Ingeniux CMS 9.0
Installing the Ingeniux CMS System
Creating a CMS Site Instance
Installing a DSS Instance
Configuring Windows Server 2012 for the Ingeniux CMS
Upgrades
Upgrading to CMS 9.0
CMS Upgrade Checklist
Upgrading to DSS 9.0
DSS Upgrade Checklist
Getting Started
Working in the Edit Form
Authoring Basics
Creating a New Page
Checking a Page In or Out
Deleting and Restoring Pages
Completing Page Elements
Completing Text Elements
Working with List Groups
Completing Link Elements
Working with Image Elements
Working with LinkSet and Multi-Select Elements
Using Components
Creating Embedded Components
Working in the XHTML Editor
Pasting Text from Other Sources
Adding Hyperlinks in the XHTML Editor
Adding Images to the XHTML Editor
Adding Tables to the XHTML Editor
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 Content Units with Child Layouts
Writing HTML Cut-up for Page Builder
Creating Forms in Page Builder
Processing Form Data
Validating User Input in Visual Form Builder
Translating Content with Ingeniux WorldView
Setting a Page's Language
Setting a User's Language
Translating a Page
Translating a Site
WorldView Translation Workflows
Organizing Content
Working with Taxonomy
Creating Taxonomy Categories and Associating Them with Content
Using Taxonomy to Categorize Pages and Components
Generating Page Content via Taxonomy Navigation Element
Working in the Site Tree
Managing Pages in the Site Tree
Working with Site Migrator
Packaging a Site
Expanding a Site Package
Configuring Page Language
Authentication and Authorization
Authentication in the Ingeniux CMS
Configuring SAML Authentication
Authorization in the Ingeniux CMS
Managing CMS Asset Security
List of Asset File Types
Setting Security on a Page, Component, or Folder
Setting Up Run-Time Authentication
Configuring the DSS Web.config for RTA
Setting Run-Time Authentication Page Types
Defining Protected Pages with Run-Time Authentication
Administration
Key/Value Pairs in CMS local-appsettings.config
Searching and Modifying CMS Content with Find and Replace
Schema Designer
Managing Schemas in Schema Designer
Creating and Editing Schemas
Schema Designer Elements
Cloning a Schema
Reverting to a Previous Version of a Schema
Synchronizing Page Schemas
Synchronizing Embedded Components and Content Units
Presentation Content Units
Search Configuration
Importing a Search Configuration File
Adding Search Fields
Configuring Search Schemas
Adding Search Settings
System Options
Customizing the User Interface by User Group
XHTML Editor Toolbar
In-Context Editing Settings
Custom Tabs Settings
Publishing Settings
Adding and Removing Navigation Exports
Setting Up PDF Generation
Adding and Removing Media Server Directories
Setting the Maximum Number of Child Pages in a Navigation
Configuring Component Publishing
Configuring the URL Map Version Control
Site-Wide Settings
Enabling Page Versioning
Setting the Application Name
Configuring a Reverse Proxy
Enabling Auto-Save
Configuring Site Email
Configuring CMS Logging
Setting File Locations
Setting Available Time Zones
Defining Allowed File Types
XHTML Editor Settings
Configuring WorldView
DSS Settings
Configuring DSS Logging
Enabling XSL Transformation
Configuring the DSS Cache
Setting Global and Server Variables
Adding a Global Variable
Configuring Server Variables
Users and Groups
Creating a User
Creating a Group
Adding Users to a Group
Assigning Page Creation Rules to a Group
Assigning Workflow Transitions to a Group
List of Group Permissions
Importing Users and Groups
Page Creation Rules
Creating a Page Creation Rule
Adding Parent Pages to a Page Creation Rule
Adding a Page Creation Rule to a Specific Site Tree Node
Workflows
Creating and Configuring Workstates
Creating and Configuring Workflow Transitions
Creating Workflow Actions
List of Workflow Actions
Configuring the Check-In Action
Configuring the Mark For Publish and Unmark for Publish Actions
Configuring the Revert to Version Action
Managing Workflow with Workflow Reports
Setting Up WorldView Workflows
Managing Site-Wide Taxonomy Categories
Publishing System
Configuring a Publishing Target
Configuring Structured URLs
Configuring DSS Preview
Configuring Replication
File Replication Target Configuration
FTP Replication Target Configuration
FTP/SSL Replication Target
Secure FTP Replication Target Configuration
Setting Publishing Target Security
Submitting a Publish
Performing a Replication
Creating a Publishing Profile
Working with Multi-Format Output and User Agents
Setting Device Bundles in Device Manager
Setting Up Mobile Preview
How Dependencies Work
Redirects
Publish Monitor
Reports
Creating a Simple Report
Creating a Parameterized Report
Creating an Advanced Report
Scheduling Reports
Exporting Reports
Localization
Maintenance
Setting Up a Content Freeze
Exporting a Site
Viewing Error Logs
Restoring an Exported Site
InSite Search
Configuring Indexing Sources
Indexing Source Settings Files
Setting Up InSite Search with the Dynamic Execute Component
Custom InSite Search Configurations
Implementing InSite Search for CMS 9 SR5+
Working with Keymatches
Making Custom Search Facets
Setting up a Controller and View
Querying the InSite Search Index
Configuring the InSite Search Index
Implementing InSite Search During a Site Upgrade
Topics for CMS Developers
Exploring the Extensions Development Solution
Creating Plug-in Applications
Creating Controllers
Creating a Custom Edit Form for a Dynamic Execute Element
Creating a Custom Workflow External Client Application
Creating a Custom Tab Application
Working with Automated Tasks
Installing the Automated Tasks Framework
Scheduling an Automated Task
Creating an Automated Tasks Web API Controller
Working with the Newsletters Module
Setting up the Newsletters Module
Creating and Sending Newsletters
Managing Newsletter Recipients
Translation Manager
Setting Up Translation Manager
Setting Up Translation Manager for Venga
Creating a Translation Project
Managing Translation Projects
Creating Custom 404 Error Pages
Ingeniux CMS 9 VPAT
End-User License Agreement
Cartella
Cartella Overview
Installation and Setup
Installing Cartella Software
Cartella Prerequisites
Installing Cartella Software
Configuring Cartella Instance Installer
SQL Server Database
Installing and Configuring SQL Server Database
Configuring Database Credentials
Connecting to SQL Server Database
Entering the License Key
Uninstalling Cartella
Uninstalling a Cartella Site
Uninstalling Cartella Software
Advanced Setup for Cartella
Advanced Setup of Web.config
Configuring Email
Configuring SMTP Settings
Cartella.config
Configuring Entities
Configuring Asset Settings
Specifying Image Conversions
Specifying Allowed File Extensions
Changing Asset Storage Settings
Changing Asset Retention Settings
Configuring Login and Security Settings
Changing License Notification Settings
Configuring User Group Synchronizers
Syncing to Salesforce
Syncing to an LDAP Directory
Syncing Custom Groups
Modifying Other Application Settings
Configuring Search
Using Cartella
Settings
Creation
Categories
Creating Categories
Reordering Categories
Editing Categories
Setting Permissions
Applying Categories
Viewing Categories
Deleting Categories
Restoring Categories
Purging Categories
Groups
Creating Groups
Editing Groups
Deleting Groups
Managing Members
Adding Members
Removing Members
Downloading CSV Files
Using Search
Using Basic Search
Using Advanced Search
Using Headers
Displaying Headers
Hiding Headers
Reordering Headers
Users
Creating Users
Editing Users
Resetting Passwords
Deleting Users
Restoring Users
Purging Users
Downloading CSV Files
Using Search
Using Basic Search
Using Advanced Search
Using Headers
Displaying Headers
Hiding Headers
Reordering Headers
Modules
Showing Modules by Default
Creating Modules on New Accounts
Roles
Creating Roles
Editing Roles
Deleting Roles
Downloading CSV Files
Using Search
Using Basic Search
Using Advanced Search
Using Headers
Displaying Headers
Hiding Headers
Reordering Headers
Folios
Navigating to Folios
Creating Folios and Sub-Folios
Editing Folios
Reordering Folios
Managing Folios
Deleting Folios
Restoring Folios
Purging Folios
Configuration
Licensing
Entering the License Key
User Group Sync
Delaying Synchronizations
Configuring Synchronizers
Syncing to Salesforce
Syncing to LDAP
Creating Synchronizers
Search
Building Spellchecker
Enabling Indexing
Configuring Search Sources
Configuring Cartella Search
Configuring Custom Search Sources
Email
Configuring SMTP Settings
Testing Email
Customization
Object Builder
Building Custom Objects
Manage Fields
Adding Fields
Reordering Fields
Reports
Least Common Searches
Most Common Searches
User Activity
Home View
Entering Welcome Title
Entering Welcome Message
Footer
Editing Privacy Policy
Editing Terms of Use
Selecting User Interface Language
Folio and Module Managers
Moderator
Moderator: Managing Folios
Moderator Folios Inbox
Approving Submissions
Editing Submissions
Deleting Submissions
Deleted Folios
Editing Submissions
Restoring Submissions
Purging Submissions
Moderator: Managing Sub-Folios
Moderator Sub-Folios Inbox
Approving Submissions
Editing Submissions
Deleting Submissions
Deleted Sub-Folios
Editing Submissions
Restoring Submissions
Purging Submissions
Managing Folios
Modules Inbox
Approving Submissions
Editing Submissions
Deleting Submissions
Deleted Modules
Editing Submissions
Restoring Submissions
Purging Submissions
Folio Administration
Managing Folios
Editing Folios
Deleting Folios
Admin Folios Inbox
Approving Submissions
Editing Submissions
Deleting Submissions
Deleted Folios
Editing Submissions
Restoring Submissions
Purging Submissions
Groups
Creating Groups in Folios
Deleting Groups in Folios
Managing Members
Adding Members
Removing Members
Using Search
Using Basic Search
Using Advanced Search
Using Headers
Displaying Headers
Hiding Headers
Reordering Headers
Permissions
Assigning Permissions
Removing Permissions
Activity Report
User Activity
Creating Modules
Creating Modules
Creating Sub-Folios
Reordering Modules
Managing Modules and Sub-Folios
Editing Modules
Deleting Modules
Managing Sub-Folios
Editing Sub-Folios
Deleting Sub-Folios
Sub-Folio Administrator Inbox
Approving Submissions
Editing Submissions
Deleting Submissions
Deleted Sub-Folios
Editing Submissions
Restoring Submissions
Purging Submissions
Groups
Creating Groups in Sub-Folios
Managing Members
Adding Members
Removing Members
Folio Admins: Using Sub-Folio Group Search
Using Basic Search
Using Advanced Search
Using Headers
Displaying Headers
Hiding Headers
Reordering Headers
Permissions
Assigning Permissions
Removing Permissions
Activity Reports
User Activity
Modules and Sub-Folios
Creating Modules
Creating Sub-Folios
Reordering Modules and Sub-Folios
Managing Modules and Sub-Folios
Editing Module and Sub-Folios
Deleting Module and Sub-Folios
Managing Modules
Editing Modules
Deleting Modules
Admin Module Inbox
Approving Submissions
Editing Submissions
Deleting Submissions
Deleted Modules
Editing Submissions
Restoring Submissions
Purging Submissions
Permissions
Assigning Permissions
Removing Permissions
Activity Reports
User Activity
Module Content
Documents
Folders
Creating Document Folders
Managing Documents
Editing Folders
Deleting Folders
Document Items
Uploading Documents
Editing Documents
Restoring Document Versions
Deleting Document Versions
Deleting Documents
Moving Documents
Filtering by Categories
Blogs
Creating Blog Posts
Editing Blog Posts
Deleting Blog Posts
Filtering by Categories
Galleries
Image Galleries
Creating Galleries
Managing Galleries
Editing Galleries
Reordering Images
Viewing Images
Deleting Galleries
Images
Uploading Images
Editing Images
Resizing Images
Cropping Images
Rotating Images
Flipping Images
Deleting Images
Filtering by Categories
External
Editing URL
Surveys
Creating Surveys
Creating Survey Steps
Dependency Clauses
Regular Expressions
Editing Surveys
Deleting Surveys
Taking Surveys
Viewing Survey Results
Forums
Topics
Creating Topics
Managing Topics
Editing Topics
Deleting Topics
Discussions
Creating Topics
Subscribing Topics
Managing Discussions
Editing Discussions
Deleting Discussions
Posts
Creating Posts
Subscribing to Posts
Making Posts Sticky
Locking Posts
Editing Posts
Deleting Posts
Rating Posts
Filtering Posts by Category
Media
Adding Media Content
Editing Media
Deleting Media
Calendars
Creating Calendar Events
Editing Calendar Events
Deleting Calendar Events
Addding iCalendar File to Outlook
Announcements
Creating Announcements
Editing Announcements
Deleting Announcements
Pages
Creating Pages
Editing Pages
Deleting Pages
Rating Pages
Wikis
Creating Wikis
Editing Wikis
Deleting Wikis
Viewing Wiki Versions
Ideas
Creating Idea Content
Editing Idea Content
Deleting Idea Content
Administrative Features
Managing Pending Comments
Editing Modules
Creating Categories
Deleting Modules
Other User Features
Commenting within Modules
Subscribing to RSS Feeds
Profiles and Directory
Directory
Profile Settings
Viewing and Editing Profiles
Changing Password
Privacy Settings
Connections
Activity
Developing Cartella
Customizing Look and Feel of Cartella
Developing Cascading Stylesheets
MVC Views
Custom Folder
Customizing Email Templates
Modifying Default Email Templates
Creating Email Templates
Custom Objects
Setting up Newly Generated Custom Objects
Adding Fields to Custom Objects
Developing Custom Object Views
Extending Cartella
Scenarios
Understanding Entity Hierarchy
Setting Up Permissions
Troubleshooting Installation
SQL Server Browser Service Not Running
Remote Connections Not Allowed for SQL Server Instance
Disabled Named Pipes and TCP/IP
Disabled Mixed Mode Authentication
IUSR and NETWORK SERVICE without Full Permissions
Search
Search
Recent