Making Categorized Content Available on Another Site


Concept


Steps:

  1. Begin by navigating to Folder Properties page on another site.

     

    Click the DemoSite Home link.

    Step 1
  2. Click the Content Management link.

    Step 2
  3. Click the Browse Folders link.

    Step 3
  4. Click the Add Top Folder button.

    Step 4
  5. Use the Folder Properties page to set the properties for a new folder or to update property details for an existing folder. The Folder Properties page is used for top folders as well as for subfolders.

     

    Users can add folders at any level for which they have authorization. Only top administrators can create top folders at the root of a feature’s folder hierarchy. At subsequent levels, any folder members with the proper privilege can add folders.

     

    In this example, as a top administrator for categorized content, you will create a top folder within categorized content.

    Step 5
  6. Enter the desired information into the Title field. Enter

     a valid value
     e.g.
     "Enterprise Portal"
    .

    Step 6
  7. Click in the Summary field.

    Step 7
  8. Enter the desired information into the Summary field. Enter

     a valid value
     e.g.
     "Portal documents"
    .

    Step 8
  9. Click in the File Storage field.

    Step 9
  10. Enter the desired information into the File Storage field. Enter

     a valid value
     e.g.
     "CMDOCFS"
    .

    Step 10
  11. Click the Folder Security tab.

    Step 11
  12. Use the Folder Security page to manage the folder members and their privileges. This page lists the members and privilege sets for the current folder. Actual privileges are assigned on the Set Members Privileges page.

     

    The Folder Security page is also used to manage the audiences allowed to view published content of categorized content folders. These viewing audiences are similar to the viewer roles defined on the Viewer Roles page. Within categorized content, the folder administrator should try to choose among the same limited set of roles.

     

    In this example, as a top administrator for categorized content, you will add a new member to a top folder. Then, you will identify the permitted viewing audiences by selecting a viewer role.

    Step 12
  13. Click the Add Member button.

    Step 13
  14. Use the Set Members Privileges page to assign privilege sets to the selected member.

    Step 14
  15. Click in the Member Name field.

    Step 15
  16. Enter the desired information into the Member Name field. Enter

     a valid value
     e.g.
     "PAPP_CONTCATG_ADMIN"
    .

    Step 16
  17. Click the Administrator option.

    Step 17
  18. Click the OK button.

    Step 18
  19. Click in the Role Name field.

    Step 19
  20. Enter the desired information into the Role Name field. Enter

     a valid value
     e.g.
     "PAPP_EMPLOYEE"
    .

    Step 20
  21. Click the Save button.

    Step 21
  22. Click the Content Source tab.

    Step 22
  23. Use the Content Source page to associate an already defined content data source with the selected folder in categorized content. The content data source was previously defined on the Categorization Spider page.

     

    In this example, as a top administrator for categorized content, you will associate the same content data source used on the main site with this top folder in categorized content.

    Step 23
  24. Click the Source Type list.

    Step 24
  25. Specify the same source type that was specified on the Categorization Spider page.

     

    Click the File Server list item.

    Step 25
  26. Select the Auto Expand Folder option to have the spider crawl subfolders on the source. Every subfolder on the source becomes a new subfolder beneath the current folder if the subfolder doesn’t already exist. If you don’t select this check box, only the content that resides directly at the root of the source path is processed.

     

    Click the Auto Expand Folder option.

    Step 26
  27. Click the Look up Source Name button.

    Step 27
  28. Use the Look up Source Name page to select the already defined content data source.

    Step 28
  29. Select the same content source that you used on the main site.

     

    Click an entry in the Source Name column.

    Step 29
  30. Click the Save button.

    Step 30
  31. Click the Categorization Spider link.

    Step 31
  32. You can run this process by searching for an existing run control ID or you can add a new value. In this example, you will use the same run control ID as you used on the main site.

     

    Enter the desired information into the begins with field. Enter

     a valid value
     e.g.
     "EPAdmin"
    .

    Step 32
  33. Click the Search button.

    Step 33
  34. Use the Categorization Spider page to run the content categorization spider Application Engine process.

     

    In this example, you will run the content categorization spider using the same run control ID and parameters that you used on the main site.

    Step 34
  35. Click the Run button.

    Step 35
  36. Use the Process Scheduler Request page to enter or update parameters, such as server name and process output format.

     

    In this example, you will not enter or update any parameters.

    Step 36
  37. Click the OK button.

    Step 37
  38. The process is now running. Notice that your process has been assigned a process instance number. It is a good idea to make a note of the process instance number for future tracking.

    Step 38
  39. Now that you have used Process Scheduler to run your process, you will use Process Monitor to monitor the status of your process request.

     

    You use Process Monitor to:

    • Check the status of your submitted process requests.

    • Cancel process requests that have been initiated or are currently processing.

    • Hold process requests that are queued, and queue process requests that you have put on hold.

     

    Click the Process Monitor link.

    Step 39
  40. Use the Process List page to view the status of submitted process requests.

     

    The spider process that you just ran, process instance 683, has completed successfully.

    Step 40
  41. Click an entry in the Details column.

    Step 41
  42. Use the Process Detail page to review aspects of a completed process including run time, the message log, and so on.

    Step 42
  43. Click the Message Log link.

    Step 43
  44. Use the Message Log page to view the contents of the message log.

     

    Notice that the same number of items were crawled on this site as were crawled on the main site.

    Step 44
  45. Optionally, browse through the folders to confirm that the same subfolders and files from the main site are available on this site.

     

    Click the Browse Folders link.

    Step 45
  46. Click an entry in the Title column.

    Step 46
  47. Click an entry in the Title column.

    Step 47
  48. The subfolders and files viewed on the main site are available on this site. Notice that the content IDs for the files are the same as they are on the main site, indicating that the content is shared, not copied to the second site.

    Step 48

You have completed making categorized content available on another site.

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