Creating a Top Folder


Concept


Steps:

  1. Begin by navigating to the Folder Properties page.

     

    Click the Content Management link.

    Step 1
  2. Click the Browse Folders link.

    Step 2
  3. Click the Add Top Folder button.

    Step 3
  4. 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 managed content, you will create a top folder within managed content.

    Step 4
  5. Enter the desired information into the Title field. Enter

     a valid value
     e.g.
     "Training"
    .

    Step 5
  6. Click in the Summary field.

    Step 6
  7. Enter the desired information into the Summary field. Enter

     a valid value
     e.g.
     "Training-related content."
    .

    Step 7
  8. Select the Content can be Published check box to enable approved content to be imported and published in features outside of managed content.

     

    Click the Content can be Published option.

    Step 8
  9. Select the Folder can be Published check box to allow for publishing of this folder as a pagelet or menu item.

     

    Click the Folder can be Published option.

    Step 9
  10. Select the Do Not Allow Deletes check box to prevent this folder from being deleted from the folder hierarchy or from being deleted during the purge process.

    Step 10
  11. Click the Approvals list.

    Step 11
  12. The Approvals field determines the approval mode for the folder:

    Requires Approval. All content in the folder must be approved.

    Auto-Approved Content. The system automatically marks content as approved.

    Optional Approval. As content is being created, content authors have the option to require approval or to have the content automatically approved.

     

    Note. This setting cannot be changed after content has been created. If you need to change the approval setting, you must delete the content and add it back in with the new approval setting.

     

    Click the Auto-Approved list item.

    Step 12
  13. Click the Inactive Date list.

    Step 13
  14. Select a default inactivation date for content created in this folder.

     

    Click the Current Date + 365 Days list item.

    Step 14
  15. Next, you will add a member to the folder with administrator privileges. The administrator privilege will allow this user to create subfolders within the new top folder among other administrative privileges.

     

    Click the Folder Security tab.

    Step 15
  16. 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.

     

    A new folder automatically inherits the members and privileges of its parent folder. However, privileges added later are not automatically transferred down the folder hierarchy and must be updated on a folder-by-folder basis. To assist with this process, an Inherit Members button appears when you view folder security for any subfolder, enabling you to quickly duplicate the same members as assigned to the parent folder.

     

    Note. A top administrator is automatically granted all privileges for all content and folders of the feature without being an explicitly assigned or listed member of a folder.

    Step 16
  17. Click the Add Member button.

    Step 17
  18. Use the Set Members Privileges page to assign privilege sets to the selected member.

    Step 18
  19. Click the Member Type list.

    Step 19
  20. Click the User list item.

    Step 20
  21. Click in the Member Name field.

    Step 21
  22. Enter the desired information into the Member Name field. Enter

     a valid value
     e.g.
     "PTDMO"
    .

    Step 22
  23. Click the Administrator option.

    Step 23
  24. Click the vertical scrollbar.

    Step 24
  25. Click the OK button.

    Step 25
  26. Click the Save button.

    Step 26
  27. Click the Return to Browse Managed Content link.

    Step 27
  28. The folder that you created now appears as a top folder in the managed content feature.

    Step 28

You have completed creating a top folder in the managed content feature of the content management system.

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