Defining content folders

To define content folders

In the Content Designer tool, select Manage content, then select the content folder in which you want to create the new content folder. From the toolbar, choose New > Website Content Folder to create a new content folder, choose Edit to change an existing content folder, or choose Organize > Delete to delete a content folder. Define the content folder’s Properties, Workflow Management, Current Tags, and Access Settings.

In most cases, content folders are automatically published when you click Save. However, if you define an existing content folder that contains any content records with a status of Working, the content folder is not automatically published. You must subsequently click Publish from the toolbar to create an active Published version. (You can choose to publish the children content records, or not, at the same time.)

To copy or move content folders to another content folder

You can move content folders into different content folders by dragging and dropping them into a different folder. You can also move content folders by selecting them, then using the toolbar commands Organize > Cut and Organize > Paste.

When you move or copy a content folder into a new content folder, you must re-publish it to make sure that the content records inside the folder that you moved are made visible on all CM websites associated with the new parent content folder (and removed from all websites that were associated with the old parent content folder).

When you move or copy a content folder that is workflow-enabled, the content folder's assigned content authority group (CAG) and content owner remains unchanged.

The tags inherited from ancestors in the content folder hierarchy are recalculated based on the content folder's new position in the hierarchy. Although the new inherited tags are visible immediately within the Content Designer tool, you must re-publish all descendants of the content folder to ensure that website searches for these tags will find the folder's descendant content records.

To revert to an earlier version of a content folder

Every time you save or publish a content folder, the previous version is saved as an Archived version. You can revert to an older archived version by selecting the content folder, then from the toolbar choose Versions. In the resulting window, select an archived version and click Revert.

The version you selected is turned into a new Working version at the top of the list. When you close the window, this is the version you'll now see in the content folder hierarchy. As with any Working content folder, you can publish it when you are ready to make it an active Published version.

To restore or purge deleted content folders

A content folder that has been deleted is moved to the Recycle Bin at the bottom of the content folder hierarchy.

■    To permanently purge specific content folders, select them in the Recycle Bin, then from the toolbar choose Organize > Purge.

■    To permanently purge all items in the Recycle Bin, select the Recycle Bin, then from the toolbar choose Organize > Empty the Recycle Bin.

■    To restore a deleted content folder, select it, then from the toolbar choose Versions. In the version history that appears, select the Recycled version at the top of the list (or the desired earlier version) and click Revert. The content folder is moved to its original location in the content folder hierarchy and its status changes to Working. You must re-publish the content folder to create an active Published version again.

Troubleshooting

■    You must have one or both of the following CAG permissions in at least one CAG to which you belong:

□    To create new content folders, you must have Folder Creator CAG permissions.

□    To modify the properties of a content folder, you must have Folder Editor CAG permissions.

■    You must have both Read and Edit Document System permissions on each content folder in which you create new content folders. To edit existing content folders, you must have both Read and Edit Document System permissions on each content folder. To delete existing content folders, you must have Delete Document System permissions on each content folder. The Document System permissions from the parent content folder are copied into each newly created content folder, but can later be changed.

■    You must have Select Document System permissions on each content folder to which you assign tags.

■    To be the content owner of a content folder, you must have Content Editor CAG permissions in the CAG that is assigned to the content folder.