PCR Prerequisites

About PCR Prerequisites | Before Page Creation Rules area is accessible, verify that your team has accomplished its prerequisites.


Use page creation rules (PCRs) to define the page schema, default stylesheet, and worlflow for new pages.

The following sections outline the tasks that Ingeniux CMS administrators need to complete before users work with PCRs.

Creating Pages with PCRs

Users can use PCRs to create new pages.

To create pages via PCRs require the following configurations:

  • The appropriate schema. The PCR uses the schema to create the page.
  • User group acccess. Each PCR provides access to individual user groups.
  • The associated parent pages. Users can only apply PCRs under associated parent pages.

Note: To automcatically enter the new content item into a workflow, associate the appropriate workflow with the PCR. See Workflows Designer for details.

    See Creating PCRs for details.

    Setting Page Creation Rules Manager Permissions

    Only administrators have access to the Page Creation Rules Manager. Administrators can add users to the CMS default Administrators group or create a new group with administrator permissions selected. No one can modify the permissions in the default Administrators group.

    See Creating Groups for details to set permissions for users and groups. To grant administrator permissions to a user group, select the following permission:

    • Allowed to have system administrator privileges & change all system settings: Enables group members to modify and configure all site-specific settings such as adding users, user groups, creating workflows, etc.

      This permission item is in the Miscellaneous block.

      Note: Selecting this permission enables all CMS permissions. To limit individual permissions, clear this checkbox.

    Setting Page Creation via PCR Permissions

    Users with permissions can use PCRs to create pages in the Site Tree.

    Important: The CMS requires administrators to select which individual groups have access to each PCR. See Creating PCRs for details.

    See Creating Groups for details to set permissions for users and groups. To grant PCR usage permissions to a user group, select the following permissions:

    Permissions on page manipulations: Assigns or removes the following block of permissions related to modifying pages.

    • Allowed to edit pages: Enables group members to edit existing pages assigned to the current user.
    • Allowed to delete pages: Enables group members to delete pages.
    • Allowed to check-in pages assigned to others: Enables group members to check in pages that are currently assigned to another user.
    • Allowed to rollback changes: Enables group members to rollback to a prior version of the page.
    • Allowed to assign pages not assigned to them to others: Enables group members to assign pages to other users, even though these pages are not currently assigned to the group members.
    • Allowed to create pages: Enables group members to create a new page via page creation rules or page types depending upon which additional permissions are selected.
    • Allowed to create new pages using page types: Enables group members to create new pages by specifying the page type (as opposed to using page creation rules).
    • Allowed to check-in and check-out pages outside of workflow: Enables group members to check in or check out pages part or not part of a workflow.

    Permissions on page content viewing and manipulations: Assigns or removes the following block of permissions related to viewing and modifying pages.

    • Allowed to edit the layout attribute on pages: Enables group members to change the default style sheet applied to the current page.
    • Allowed to edit password elements: Enables group members to edit password elements.
    • Allowed to view elements marked as "hidden" in Edit Form: Enables group members to view hidden elements in the edit form.
    • Allowed to add words to dictionary during spellcheck: Enables group members to add words to the default dictionary during a spellcheck.
    • Allowed to see Edit Form for page edit: Enables group members to access the edit form.
    • Allowed to see page history: Enables group members to see the page's workflow history information.
    • Allowed to view XML tab: Enables group members to access the XML to review page or component XML.
    • Allowed to embed and unembed component fields: Enables group members to embed components within components.

    Permissions on site tree manipulations: Assigns or removes the following block of permissions related to modifying the Site Tree.

    • Allowed to reorder pages in the site tree: Enables group members to move pages assigned to them, provided that the group has full access to the start and end page locations in the Site Tree.
    • Allowed to see the tree: Enables group members to view the site tree in the CMS client.
    • Allowed to reorder pages in the tree that are assigned to others: Enables group members to relocate pages assigned to other users. If group members with this permission have full access to the start and end page locations, they can move another user's page to a new location in the Site Tree.

    Setting PCR Localization Permissions

    Users can localize PCRs. See Creating Groups for details to set permissions for users and groups.

    To grant PCR localization permissions to a user group, select the following permission:

    • Allowed to localize Schemas, Page Creation Rules, and Workflow Definitions/States: Enables group members to localize labels in the Site Definitions Localization pane.

      This permission item is in the Permissions on languages and localization block.