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Categories

v6.3 - Last Mod.: 05/20/2011
Here you manage the categories of your web portal. In order to suit the categorization to your current needs, you have the option to add categories and subcategories, or to edit, move or delete already existing ones.

Note: To manage categories you need to be logged in as "Portal Master."

1. Overview

  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Tools & Administration > Categories.
  3. Select a category Type from the box. The number in brackets shows, how many objects are already assigned to a certain category type. You may choose between:

    • Global
    • User
    • Stories
    • Company
    • Polls
    • Forum
    • Event
    • Helpdesk Ticket
    • Blogs
    • Wiki
    • Network Groups
All categories and sub-categories of the selected type will be listed below.

1.1 Add category

There are two ways to add new categories:
  1. To add several categories at once, try the following:

    • Click the button Portal Manager to get to the administrative area
    • Click Tools & Administration > Categories
    • Select a category Type from the box
    • Click Tools & Administration > Categories > Add
    • Enter into the field Name the names of new categories (comma separated).
    • Click the button Save when ready.
    Several categories of the current category type will be created.

  2. You may also add categories directly, one-by-one:

    • Click the button Portal Manager to get to the administrative area
    • Click Tools & Administration > Categories
    • Select a category Type from the box
    • Choose a parent category and click on the Edit icon on the right
    • Select Add from the box
    • Enter a name for your new category
    • .
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1.2 Move category

There are two ways to move categories:
  1. Via mass operation:

    • Click the button Portal Manager to get to the administrative area
    • Then click Tools & Administration > Categories > Overview
    • Select a category Type from the box
    • Choose Categories you would like to move. Several categories can also be selected (ctrl + mouse click)
    • Select Move under Mass operation
    • Click the button Next...
    • Select Target category from the corresponding selection box
    • Click the button Move when ready.

  2. Via drag-n-drop feature:

    • Click the button Portal Manager to get to the administrative area
    • Then click Tools & Administration > Categories > Overview
    • Select a category Type from the box
    • Choose Categories you would like to move. Several categories can also be selected (ctrl + mouse click)
    • Hold the left mouse button and drag the categories to the target category
    • Drop the categories by releasing the mouse button
    • .
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1.3 Edit category

  1. Click the button Portal Manager to get to the administrative area
  2. Click Tools & Administration > Categories
  3. Select a category Type from the box
  4. Choose a category you would like to edit and click on the Edit icon on the right
  5. To Rename a category, choose the Rename button from the box and enter a new name
  6. To Edit category settings, choose the Edit button from the box
  7. Change the Description or the Name of the category
  8. To activate your category, mark the corresponding checkbox under Status
  9. Select the tab Translations to translate category details
  10. Under Assigned objects you can manage the category assignments:
    • Select objects from the page
    • Under Mass operation with selected objects choose the required action: Move, Copy or Delete
    • Choose a Target category if necessary
    • Click Select when ready.
  11. Click the button Save when ready.
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1.4 Delete category

  1. Click the button Portal Manager to get to the administrative area
  2. Then click Tools & Administration > Categories > Overview
  3. Select a category Type from the box
  4. Choose Categories you would like to delete. Several categories can also be selected (ctrl + mouse click)
  5. Select Delete under Mass operation
  6. Click the button Next...
  7. Click the button OK to confirm the deletion
  8. Click the button Cancel to cancel the deletion and return to the overview.
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2. Settings

2.1 General

Here you define, which elements can be assigned to categories.
  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Tools & Administration > Categories > Settings.
You get to the elements overview:
  • Element A list of elements that can be categorised.
  • Global Visibility of global categories.
  • Private Visibility of private categories.
  • Mandatory field Category selection should be mandatory.
  • No selection No category can be assigned.
  • Simple selection Only one category can be assigned at a time (select box).
  • Limit of 5(10) Not more than 5(10) categories can be assigned.
  • No limit You may assign as many categories as you wish.
To enable category selection, please do the following:
  1. Choose an element.
  2. Specify the visibility settings for the global categories.
  3. Specify the visibility settings for the private categories.
  4. Choose if the category field should be mandatory for this element.
  5. Click the button Save when ready.
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2.2 Reset

  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Tools & Administration > Categories > Settings > Reset.
  3. Here you can rebuild missing categories. Specify the action you would like to perform:
    • Reset all object counts
    • Remove all object relations
    • Migration
    • Translation
  4. Click the button Save when ready.
  5. Confirm your choice with the OK button.
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3. Templates

With category templates you can make categories visible in the company profile. Layout and kind of categories can be defined.
Note: To display categories in the company profile the ID of the corresponding upper category is required which you find in the editing mode of the category in the first column ID.
  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Tools & Administration > Categories > Templates.
You get to the overview of the templates:
  • Name Shows the name of the template.
  • Edit By clicking the icon you get to the editing mode, q.v. 3.2 Edit.
  • Delete By clicking the icon you can delete the template, q.v. 3.3 Delete.

3.1 Add

  1. Click the tab Add.
  2. Enter in the field Name a name.
  3. Enter in the field Path the path, where the cateogries are supposed to apprear, q.v. /networks/account.
  4. Enter in the field Code the code which represents the template
  5. Click the button Save when ready.
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3.2 Edit

  1. Choose in the overview the template you want to edit.
  2. Click the icon Edit on the right side of the table.
  3. Edit the template as desired, q.v. 3.1 Add.
  4. Click the button Save when ready.
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3.3 Delete

  1. Choose in the overview the template you want to delete.
  2. Click the icon Delete on the right side of the table.
  3. Confirm the deletion by clicking the button OK.
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