Power Users' Guide

Enterprise Knowledge Management

Content Creation, Publication, and Access

Providing Shared Access to Departmental Documents

Creating a Folder

Defining Permissions

Defining Access Permissions

Defining Service Permissions

Defining Permission Owners

Restoring Permission Inheritance

Defining the Display of Folders

Sorting Documents in a Folder Manually

Approval Process

Setting Up Publishing with an Approval Process

Setting Up Publishing Without an Approval Process

Set Up Time-Dependent Publishing

Activating Versioning

Providing Templates

Storage Structure for Templates and Template Groups

Creating Templates

Creating Template Groups

Creating XML Forms

XML Forms Builder

Example Projects for XML Forms

Function Bar

Shortcut Keys

Options

Data Model

Data Schema

Data Types of Schema Elements

Data Lengths and Patterns

Properties of XML Documents

Data Types of Document Properties

Validation of User Entries

Handling of Incorrect User Entries

Forms

Form Properties

Custom Forms

Multi-Language Forms

Controls

Creating Controls

References to the Data Model

Arranging Controls on a Form

Input Fields

Browser Control

Timestamp Control

Checkboxes, Radio Buttons, and Combo Boxes

Label Controls

Creating a Dynamic Link

Link Visibility of Label Controls

HTML in Label Controls

Pushbuttons

Images

Image Selection in XML Forms Builder

Selecting an Image in a Form

Control Selector

Example: Depicting Status with the Control Selector

Lists

Tables

Defining the Names of XML Files

Integrating User Information into Forms

Project Check

Environment Check

XML Documents on the Flexible User Interface

Displaying XML Documents on the Flexible User Interface

Linking Your Own List Forms into iViews

List Form Selection

Basic Elements of the User Interface for XML Documents

Layout Sets for XML Documents

Creating and Changing Documents

Names and IDs of Objects in KM Folders

Including a Knowledge Management Folder as a Web Folder

Accessing Documents Using WebDav

News Authoring

HTML Editor

Editing Metadata

Editing Documents Locally

Setting Links in Documents To Objects in KM Folders

Locking Documents

File Operations in Folders

Deleted Items

Making Information Available

Classification (Classifying Documents)

What Does Query-Based Classification Mean?

What Does Example-Based Classification Mean?

Classifying Documents

Automatic Classification

Classification Inbox

Starting Automatic Classification in the Classification Inbox

Manual Classification of Individual Documents

Canceling Classification

Classification Status of a Document With Regard to a Taxonomy

Classification Status of a Document With Regard to a Category

Sponsored Links

Link Lists

Links

Common Folders

Entry Points

Additional Tasks for Content Managers

Content Exchange

Content Exchange Concepts

Scope of Transmitted Data

Distributing Content Using HTTP

Syndicator Tasks

Editing Syndicator Properties

Creating a User for Fetching the Catalog and Pull Actions

Creating and Managing Offers

Defining Delivery Rules for Offers

Managing Subscribers and Their Subscriptions

Subscriber Tasks

Editing Subscriber Properties

Creating a User for Push Actions

Registering a Syndicator with the Subscriber

Creating and Managing Subscriptions

Distributing Content (Offline)

Exporting an Offline Package

Importing an Offline Package

Reports

Determining the Size of KM Folders

Approval Maintenance

Link Consistency

Resource Statistics

Time-Based Publishing

Approval Process Monitoring

Creating and Publishing Web Sites

Creating Documentation, Manuals, and Training Material

Using the XML Documentation Environment

Starting Work

Working with Structures

Finishing Work

Publishing Content Objects

Enabling User Collaboration

Creating Rooms

Defining General Properties

Defining the Room Type

Registering Members

Changing and Modifying Rooms

Enhancing Functions in Existing Rooms

Changing Permissions for Access to Folders and Documents

Defining Relationships to Related Rooms

Administrating Across Rooms

Managing Rooms as the Room Owner

Managing Rooms as the Room Administrator

Organizing One-Off Meetings

Creating Meetings

Creating Topics

Delegating Meetings

Organizing Series of Meetings

Creating Series of Meetings

Delegating Series of Meetings

Moderating Forums and Discussion Groups

Moderating Forums

Supervising Forum Content

Declaring Threads as Assumed Answered

Creating Announcements

Creating Polls

Moderating Discussion Groups and Discussions

Managing Polls

Creating Polls

Business Planning and Analytical Services

Enterprise Reporting, Query, and Analysis

Business Task Management

Collaboration Tasks

Interactive Forms in Guided Procedures

Interactive Form Types

Using Interactive Forms in Guided Procedures

Developing, Configuring and Adapting Applications

Process Modeling

Developing Your First Process

Creating a Folder

Creating an HTML Start Page

Creating an Input Data Form

Setting Up Mail Templates

Replacements

Creating an Approval Callable Object

Creating a Simple Process

Initiating a Process

Action Design

Creating Actions

Attaching Callable Objects

Ad-Hoc Items

Customizing a Task’s Title

Block Design

Creating Blocks

Defining Block Flow

Configuring Exception Handling

Process Design

Creating Process Templates

Defining Process Flow

Configuring Process Roles

Defining Restrictions

Defining Runtime Views

Configuring Process Control Items

Interactive Forms

Configuring Process Instantiation

Searching in the Parameter List

Configuring Parameters

Consolidating Parameters

Consolidating Roles

Granting Permissions

Granting View Permissions

Defining and Configuring Notifications

Info Callable Objects

Attachments

Activating Guided Procedures Content

Process Roles

Starting (Initiating) a New Process

Cross-Scenario Tasks