Setting Up the Optional Infrastructure

In addition to the required infrastructure such as document types and folders, you can create optional parts of the CM subsystem infrastructure that define display styles and assign categories to content. This chapter has these sections:

Flow of operations

Here is a workflow that illustrates the recommended order of operations for setting up the optional CM subsystem infrastructure:

orderOfOps3OptInfrastructure

Creating display styles

About display styles

Display styles specify how to display content for individual document types. The CMS Administration comes with a default display style that it automatically applies to all content unless you override it by creating custom display styles for document types.

For each display style, you can add one or more XSL style sheets that specify how to render content for particular user agents, such as Microsoft Internet Explorer and Netscape Navigator. You must create the XSL specifications in an external XSL editor, then upload the XSL file to a display style.

The CMS Administration Console treats XSL style sheets like documents—by:

Storing each XSL style sheet in one (and only one) folder, identifying it as a system resource
Storing each update to an XSL style sheet as a new version
Requiring authorized users to publish the version of the XSL style sheet they want to apply to content

Before you create display styles Before you can create display styles, the following elements of the content infrastructure must be in place:

Infrastructure element	For information see
Folder for physically storing XSL style sheets	Creating folders
Document type for defining content structure	Creating document types and Creating fields and adding them to a document type
Instances of the document type(s) for which you want to create a display style	Creating documents

Creation procedure After you complete these tasks, you are ready to:

Create an XSL style sheet in an external editor based on existing content
Create a display style
Upload the XSL style sheet to the display style

Procedure To create an XSL style sheet based on existing content:

Enter content mode by clicking the Content button in the toolbar.
Select the Folder View tab.

Your existing folders appear in the content tree view. You may need to expand some of these containers to see the complete view.
Click to select the folder that contains the content of interest.

A list of documents appears in the content list.
Select the document of interest to open its Property Inspector.
Click Preview in the Property Inspector.

The content opens in a Content Reader window:
Click View XML.

The Content Reader refreshes to display the XML code that underlies your content, along with a Show Styled Document button that allows you to redisplay the rendered content.
Copy the XML and paste it into an XSL editor and develop an XSL style sheet for the content.
Save the XSL style sheet in an XSL file on your local file system or designated network directory.

Now you are ready to create a display style that will use the XSL style sheet you just created.

Procedure To create a display style:

Enter templates mode by clicking the Templates button in the toolbar.

A panel appears listing the document types that have been defined.
Select the document type for which you are going to define a display style.

TIP: If you want to create a new document type first, see Creating document types.
Click the XSL Style Sheets tab.

Two panes appear. The Default Display Styles pane lists any display styles that have already been created for the document type, and the Properties pane displays the properties of a selected display style. In the following example, no display styles have been created:
Click Create Display Style.

The Create Display Style window opens:
Enter a name for the new display style and (optionally) a description, then click Create The Display Style.

The new display style is added to the Default Display Styles pane.
If you want to designate the display style as the default for the selected document type, select the display style in the Default Display Styles pane and click Set As Default.

Procedure To upload an XSL style sheet to a display style:

Before performing this procedure, you must create an XSL style sheet in an external editor and store the specification as an XSL file on your network.

Enter Templates mode by clicking the Templates button in the toolbar.

A panel appears listing all document types that have been defined.
Select the document type that contains the display style of interest.

The document type Property Inspector appears.
Click the XSL Style Sheets tab.

Two panes appear. The Default Display Styles pane lists any display styles that have been created for the document type, and the Properties pane displays the properties of a selected display style.
In the Default Display Styles pane, select the display style for which you want to add an XSL style sheet.
Click Upload in the Properties pane to upload the XSL style sheet you created externally.

The Upload Style Sheet window opens:

Fill in the text boxes as follows:

Option	What to enter
Document Name	Name that identifies the XSL style sheet in the CMS Administration Console NOTE: The CMS Administration Console uses this name to display the XSL style sheet as a document in folder view
Target Browser	A user agent from the dropdown list NOTE: The CMS Administration Console uses this value to determine which XSL style sheet should render content for specific user agents
Folder	Folder where the XSL style sheet should be stored
XSL File	XSL style sheet you created for this display style. You can: Browse the network for an external file OR Select Choose Existing Document to search for an XSL file that has already been uploaded to the CMS Administration Console

Click Upload The Style Sheet.

The XSL style sheet is uploaded to the display style. If you expand the display style in the Default Display Styles pane, you will see its list of associated XSL style sheets.

The XSL style sheet is also uploaded as a system resource to the folder you specified in Step 6.

Specifying a style sheet for a document type

The properties of a document type can include an XSL style sheet that you can specify on the Advanced tab of the document type properties. This style sheet designation is included in the XML of all documents of this type that you create.

The CMS Administration Console content creation code uses this style sheet to render the data for that document type.

This style sheet designation is distinct from the styles and style sheets you can specify in the XSL Style Sheets tab (as described under Creating display styles). Those styles are used when displaying portlets of the document type in the Content Reader.

Procedure To specify a style sheet for the document type:

Enter templates mode by clicking the Templates button in the toolbar.

A panel appears listing all document types that have been defined.
Select the document type that contains the display style of interest.

A document type Property Inspector appears.
Click the Advanced tab.
To specify a style sheet document that currently exists in the CMS Administration Console:
1. Click Choose Existing Document.
  
  The Search For A Resource window opens.
2. Search for a document by name, title, or author by selecting the appropriate radio button, entering identifying information, and clicking the Search button.
  
  This example shows a search for all resources that contain PC in their names.
3. Select the document from the search results.
  
  Your choice is reflected under Style Sheet File.
4. Click Close Window to exit the Search For A Resource window.
To specify an external style sheet:
1. Click Browse.
  
  A file selection dialog opens.
2. Browse to the appropriate style sheet and select it.
  
  Your choice is reflected under Style Sheet File.
3. Next to Style Sheet Folder, click the ellipsis.
  
  The Folder Selection dialog appears.
4. Navigate to the CMS Administration Console folder where you want to install the style sheet and click Done.
  
  Your choice is reflected next to Style Sheet Folder.
Click Save to apply the style sheet specification to the document type properties.

Procedure To remove a style sheet specification from the document type properties:

Enter templates mode by clicking the Templates button in the toolbar.

A panel appears listing all document types that have been defined.
Select the document type that contains the display style of interest.

A document type Property Inspector appears.
Click the Advanced tab.
Under Document Creation Style Sheet, click Do Not Use Style Sheet.
Click Save to remove the style sheet specification from the document type properties.

Creating taxonomies

If you plan to set up multiple categories for classifying documents, you may want to group them in a meaningful taxonomy.

For more information, see Classifying content.

Procedure To create a taxonomy:

Enter content mode by clicking the Content button in the toolbar.
Select the Category View tab.

Your existing taxonomies and categories appear in the content tree view. (You may have to expand the Default root category.)
Click the New Taxonomy icon, located in the bottom-left panel of the CMS Administration Console.

An Untitled taxonomy appears in the content tree view.
Click Untitled to open the Property Inspector for the new taxonomy:
Fill in the Name and Description text boxes in the Property Inspector, then click Save.

The name of the taxonomy is updated in the content tree view.
Select the Security tab in the Property Inspector and set security for the taxonomy, as described in Managing Content Security.
Click Save to preserve your settings.

Creating categories

You can create one or more categories for classifying documents within a taxonomy.

For more information, see Classifying content.

Procedure To create a category:

Enter content mode by clicking the Content button in the toolbar.
Select the Category View tab.

Your existing taxonomies and categories appear in the content tree view.
Click the name of the taxonomy that will store your category.

The name appears highlighted.
Click the New Category icon in the bottom-left panel of the CMS Administration Console.

An Untitled category appears in the content tree view within the selected taxonomy.
Click Untitled to open the Property Inspector for the new category:
Fill in the Name and Description fields in the Property Inspector, then click Save.

The name of the category is updated in the content tree view.
Select the Security tab in the Property Inspector and set security for the category, as described in Managing Content Security.
Click Save to preserve your settings.