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EMC Documentum CenterStage Version 1.2 SP1 User Guide

1. Lc 189 Configure data table fields and settings neeeeeeeneennnnnnenensesnennnnnenensnnnennnnnnnen 190 Data table entry field types widgets essen 192 View or edit data table properties sss enne 204 View a data table entry esses nnn n nn nnn nnne nennen enne ene 205 Add an entry to a data table esee eene eene 207 Edit a data table entye rer erre hee oie d Pee bees 207 View or edit data table entry properties esssseeeeeeeeeeeee eene 208 Delete a data table entry sess nnn n n n hehehe e enne enne 208 Import data table entries sese n n n n n nennen enne enne 209 Export data table entries esee eene NEEE ENEAS 211 Attachments u 2 ea ee rennen e e ue de aUo Hure 213 View attachments to a page uenenenenenenenenennnnnenenennnenenenennnensnnnnnnsnsnsssnenensnsnsnnnnnnn 213 EMC Documentum CenterStage Version 1 2 SP1 User Guide Chapter 17 Chapter 18 Chapter 19 Chapter 20 Chapter 21 Table of Contents View a file attachiment co oen een saa ERE e ERAS SERRE VERE aR 214 Add an attachment to a page sse n n n hehehe nnne enne 214 Delete an attachment eee ec e RR feinen ara VeRO RUE u 215 Space Membership 5 nto atre i ex rie exeo NA C n ena 217 VIEW space members anna en aed ERR eir aa rs Pra E eu PEE VEN Hd a 217 Search for members resides eee Pee NEUEN EY SE De VOR RENNES E
2. All other values map to blank Ifthe value is enclosed in single or double quotes then commas within it are imported as comma characters Or if the field permits multiple choices commas are interpreted as delimiting multiple values Values do not have to match the current list for the field Same interpretation of commas as for choice list Values are imported only if they match a repository member Not mapped Not supported EMC Documentum CenterStage Version 1 2 SP1 User Guide Data Tables Data type Import rules Change log History Not mapped Attachments area Not mapped When importing entries CenterStage preserves values even if they conflict with the data table schema as in the following cases Blank value for a required field Unrecognized value for a choice list field Multiple values for a single value choice list or member list field Related topics Chapter 15 Data Tables Export data table entries To export a data table to a CSV file you must have Read permissions for the data table and use the CenterStage plug ins To export entries in a data table 1 Onthe data table home page select E Export Data Table from the F Data Table Actions menu 2 Complete the Export Data Table Entries dialog box as follows Field Description List of mapped fields Displays the fields from the data table to map to a CSV file format Count of entries Shows the number of the entries to export
3. The new page inherits the default versioning policy from the target location If the default policy is manual 85 Organize Content Item type Included information Excluded information then the files get a policy of auto versioning next minor version Permissions The new page and all its attachments share the parent ACL Custom ACLs are overwritten File e File URL Same as for a page Current version of the file Properties Comments Folder e Folder URL Same as for a page except versions versioning policy and Comments on the folder locked status do not apply to folders Files and folders in the folder Wiki e Wiki URL Same as for a page e Current version of all attachments to the wiki home page All comments on the wiki home page Current version of all pages in the wiki Current version of all attachments to all pages in the wiki Blog Same as for a wiki except all Same as for a wiki blog posts are copied with the blog Discussion Same as for a wiki except all Same as for a wiki discussion topics are copied with the discussion 86 EMC Documentum CenterStage Version 1 2 SP1 User Guide Organize Content Item type Included information Excluded information Data table e Data table URL Same as for a wiki except for versions and the versioning e All data table entries policy plus Contents of the change log if a history widget is part of the schema The history widget i
4. Tosave the blog and continue in edit mode click Save Draft Tosave the blog and exit edit mode click Save To discard your changes and exit edit mode click Cancel As creator of the new blog you are the default owner Blog permissions Like wikis discussions and data tables blogs have their own permissions Unlike those items however initial blog permissions are not a copy of the space or parent permissions Because blogs typically have a single author the owner creator the owner of a new blog is the only member of the space with both Edit and Delete rights to the blog Related topics e Chapter 13 Blogs View a blog page 163 View or edit blog properties page 165 164 EMC Documentum CenterStage Version 1 2 SP1 User Guide e Add a blog post page 167 Chapter 18 Permissions and Roles Blogs View or edit blog properties To view or edit blog properties 1 Open the Blog Properties dialog box as described in View or edit item properties page 102 2 Onthe General tab view or edit blog properties as follows Field Name Owner Template read only Description A name for the blog that is unique in the space The member with Content Owner privileges to the blog Click 8 to change the owner of the blog The name of the template used to create the blog The space content policy determines the properties that appear on the General tab See Content policy page 55 3 Onthe Permissions
5. n Tag view of a space Note Actions in the context of Search and Tag views apply to details S or thumbnails HR view only 2 In the Delete Page dialog box click OK to confirm that you want to delete the selected page and all of the associated attachments permanently from the wiki Related topics Chapter 12 Wikis e Chapter 10 Pages View a wiki page page 156 View all pages in a wiki page 155 e Add a wiki page page 157 EMC Documentum CenterStage Version 1 2 SP1 User Guide 159 Wikis View or edit wiki page properties To view or edit page properties 1 5 Open the page Properties dialog box by doing one of the following e Opena wiki page as described in View a wiki page page 156 and then select E Page Actions 0 Page Properties Display All pages view of a wiki as described in View all pages in a wiki page 155 and then do one of the following Right click a page and select e Page Properties from the shortcut menu Select a page and then select More e Page Properties Pause the cursor over a page icon and then click inthe preview panel On the General tab view or edit page properties as follows Field Description Name A name for the page that is unique in the wiki Owner The member with Content Owner rights to the page Click 43 to change the owner of the page Template read only The name of the template used to create the page Layout type read only Whethe
6. Entry master page mode EMC Documentum CenterStage Version 1 2 SP1 User Guide Data Tables Same as a rich text widget on a page Same as in view mode Formatted text that is read only when editing an entry This field has the title Informational Text and has no configuration options Specify rich text to appear as read only instructions or information on the entry page Images and links are not supported for informational text The master page is the only place that the text in the informational text widget can be edited The informational text widget does not support images or links The field is fixed so the text cannot be edited in data entry mode It appears the same as a rich text widget in view mode Same as data entry mode Does not appear in the entries list Numeric values including decimals Title required The title that appears in the header bar of the field This field is required When selected a value for the field is required for the entry If the field is the entry name field the checkbox is selected and disabled read only A single line text box showing whatever allowed characters are entered into the field 195 Data Tables LA Number Data entry mode View mode Entries list mode dz Autonumber Description Configuration options Entry master page mode Data entry mode View mode Entries list mode Lg Choice List Description 196 A single line te
7. 2 In the wizard step 1 of 2 click Browse to select a CSV file to import and then click Next 3 In step 2 click Import to import the file with the mappings indicated or click Back to select a different file to import Entries are imported according to the following rules for mapping data types Data type Import rules Plain text No restriction unaffected by the Max Length property if any of the field Formatted text Same filtering is used as with the Rich Text Editor in CenterStage Maximum length equivalent to length that a rich text object can contain EMC Documentum CenterStage Version 1 2 SP1 User Guide 209 Data Tables Data type Date Number Autonumber Yes No Traffic light Choice list Member list Lifecycle Discussion area 210 Import rules Must match the supported date formats for the operating system otherwise discarded f field is marked is due date the system looks for a due header named name of date column status In that column 1 maps to Done and anything else maps to Not Done If there is no due header all dates are considered Not Done Must match the supported number formats for the operating system otherwise discarded Not supported numbers are assigned automatically in the order the entries are imported starting with the first never used number e Yes 1 No 0 e Blank All other values map to blank e Red 1 e Yellow 0 e Green 1 e Blank
8. Click an item on a page in a contents widget or in search results Follow a link a bookmark or a URL entered in your browser The first time you display Content view you see the top level of the content library After that you see the last page you were on before you closed the space Related topics Chapter 2 Spaces Navigate content of a space or repository page 67 e Chapter 8 Search for Content View a favorite space To view a favorite space do one of the following Onthe My Community menu or tab click a My Spaces and then select e Only My Favorite Spaces from the Show menu in the toolbar In the list of spaces do one of the following Click the name of a space Right click a space and then select click View from the shortcut menu Pause the cursor over a space icon In the preview panel click View e In the top CenterStage toolbar click a My Spaces In the Spaces fly out panel click the name of x a space under amp Favorite Spaces Related topics My Community tab page 26 e Chapter 2 Spaces 50 EMC Documentum CenterStage Version 1 2 SP1 User Guide Spaces Add a space to favorite spaces To add a space to favorites 1 Do one of the following rn My Spaces view of the My Community tab do one of the following Select one or more spaces right click and then select Add to Favorites from the shortcut menu Select one or more spaces and then c
9. Configure widgets page 139 Configure an image viewer widget To configure an image viewer widget 1 Complete the Image Viewer Widget Settings dialog box for the image widget as follows Field Control Description Action Show contents of To select a source for the image viewer widget or import an image do the following 1 Click Select to open the Select an image or folder dialog box 2 To search for an image or folder complete the Search tab as follows 3 Onthe Search in menu select a range or scope within which to search for an image or folder gallery of images to show in the viewer Choices are as follows E current space E Only my favorite spaces 142 EMC Documentum CenterStage Version 1 2 SP1 User Guide Page Widgets Field Control Description Action B My spaces e S My recent items 4 Optionally in the search field type a search string to locate an image or folder with a name that matches the string 5 To choose an image or folder in the list either double click it or select it and dick OK 6 Toimport an image complete the Import Image tab as follows 7 Click Browse to select an image 8 When you return to the Import Image dialog box click OK to import the image 9 Click OK in the Image Viewer Widget Settings dialog box Widget title optional Name that appears in the header bar for the widget 2 Click OK Related topics Chapter 11 Page Widgets Image viewer
10. Repositories Related topics Chapter 3 Repositories EMC Documentum CenterStage Version 1 2 SP1 User Guide 65 Repositories 66 EMC Documentum CenterStage Version 1 2 SP1 User Guide Browse Content Chapter 4 You browse content in CenterStage in the following ways Action Navigate the content library of a space or the content of the repository Discover content using search Discover content using tags View spaces the local repository new items in CenterStage items you are editing and all recent activity Preview content View an item page space repository or repository item file folder discussion discussion topic blog blog post wiki wiki page data table data table entry Subscribe to content Share content Watch content Help topic Navigate content of a space or repository page 67 Search within a space page 113 View tags for a space page 123 My Community tab page 26 Preview panels page 27 View a file page page 71 View an item page page 126 Subscribe to content page 74 Share content page 41 Watch content page 74 Stop watching content page 75 Navigate content of a space or repository To navigate content 1 Open Content view of a space or repository as described in Content view of a space page 50 or View a repository page 62 respectively 2 In Content view do one of the following Inthe navigation tree click a folder or other con
11. View or edit item permissions page 105 e View or edit file properties page 106 View or edit folder properties page 107 Rename an item page 108 Edit a file To edit a file 1 Select the file to edit display the preview panel or open the file page 2 Click 4 Edit File in either the toolbar or the preview panel e If you are using the plug in the file opens in its native application and is checked out of the repository e If you are not using the plug in your browser displays a dialog box in which you can decide whether to open the file in its native application or save it to a location on your computer Tip Save the file to a location where you can easily find it when you are ready to upload a new version While you have a file open for editing it is locked so that others cannot edit it A key symbol 7 appears in the header of the file page and next to its name in any list that includes the file a folder page recent activity history view and so on EMC Documentum CenterStage Version 1 2 SP1 User Guide 99 Modify Content 3 Modify the document and save your changes Ifyou are using the plug in CenterStage automatically imports the new version when you close the native application and checks the file into the repository Ifyou are not using the plug in do the following to update the file in CenterStage 1 Right click the file and select i Import New Version from the shortcut menu 2 Click Bro
12. n Tag view of a space Ina Contents widget Select the folder and then click View Content area of a space or repository in Folder in the page toolbar Content view Attachments view of a data table or in the Attachments field if any of a data table entry in view mode Right click the folder and select View Folder from the shortcut menu In search results Ina Contents or Recent Activity widget Note In details amp thumbnails or slides At view a folder page displays up to 25 items per page To see more items on additional pages use the pagination controls in the bottom status bar EMC Documentum CenterStage Version 1 2 SP1 User Guide 69 Browse Content On a folder page the following actions are available if you have the appropriate permissions Folder toolbar To add new items use the New menu on the folder toolbar Click 9 View to open an item page To view a file in its native application With no plug ins installed click Download File With the plug ins installed click M Open File Click Edit Item to lock and begin editing an item Click e Cancel Editing to discard your changes and remove the editing lock Click Unlock an item to release the editing lock This option is only available if you are a space coordinator More menu Share Item X Cut B Copy ig Paste e E Paste as Link e Rename e W Delete Item Lifec
13. n search results In Tag view of a space n a Recent Activity widget EMC Documentum CenterStage Version 1 2 SP1 User Guide 205 Data Tables Action Context In the following views of the My Community tab New in CenterStage 9 All Recent Activity Recent Data Table Entries Double click the entry icon In search results Right click the entry and select View IE View PUn Space Entry from the shortcut menu Select the entry and click View Entry in the In summary view of a data table page toolbar n search results n Tag view of a space Li Pause the cursor over the entry icon a and In search results then click View in th j 1 en clic 1ew in e preview pane m ia Tag view of x space Ina Recent Activity widget In the following views of the My Community tab New in CenterStage C9 All Recent Activity Recent Data Table Entries Click the entry In the Recent Entries area of the preview panel for a data table Navigating entries To navigate between entries without returning to the data table home page click previous entry and next entry in the entry toolbar The buttons display entries according to the order in which they are sorted by column If you filter the summary view as described in Search for data table entries page 186 the buttons navigate through the filtered set of entries only Note If you navigate to an entry through a
14. Chapter 11 Subtopics Rich text widget page 134 Column box widget page 134 Group box widget page 135 Contents widget page 135 Image viewer widget page 135 Document viewer widget page 136 Popular tags widget page 136 Tagged content widget page 136 Feed widget page 137 Recent activity widget page 137 Recent spaces widget page 138 Add a widget page 138 Move a widget page 139 Delete a widget page 139 Configure a column box widget page 140 Configure a group box widget page 140 Configure a contents widget page 141 Configure an image viewer widget page 142 Configure a document viewer widget page 143 131 Page Widgets Main topics Subtopics Configure a popular tags widget page 145 Configure a tagged content widget page 145 Configure a feed widget page 146 Configure a recent activity widget page 147 Configure a recent spaces widget page 148 About page widgets Page widgets are components that are embedded in pages Widgets enable you to view and interact with items inside a space as well as with external content Widgets provide the layout and content of a page in a wiki blog or discussion Related topics e Chapter 10 Pages Chapter 12 Wikis e Chapter 13 Blogs Chapter 14 Discussions Page widget types Types of page widget are as follows Help topics Type Widget Description Editor Text hyperlinks I Rich text images and tables Layout Parallel col
15. Click Send to validate and send the e mail Related topics Chapter 2 Spaces e Chapter 10 Pages Chapter 12 Wikis e Chapter 13 Blogs Chapter 14 Discussions e Chapter 15 Data Tables Send e mail to members In CenterStage you can send e mail messages to members of a space or to repository users with email addresses To send e mail to members 1 Open Members view of a space or repository as described in View space members page 217 or View repository members page 63 respectively 2 Select the members to whom you want to send e mail 3 In the members page toolbar click Send Email CenterStage opens a new e mail message in your default e mail client The To field is preaddressed to the selected members for whom an e mail address is available 42 EMC Documentum CenterStage Version 1 2 SP1 User Guide CenterStage Basics 4 Write your message and send it Note In CenterStage you can also send e mail to an individual by clicking one of the following E mail address in the Email column of the members page E mail address on the Add members page Related topics Chapter 4 Browse Content Comment on content page 37 Share content page 41 Organize personal information You can customize how you access information in the following ways Preferences Set options according to your personal preferences as described in Set personal preferences page 43 Subscriptions and notifications Yo
16. Inthe Attachments field if any of a data table entry in view mode select O New gt amp Wiki 3 Complete the New Wiki dialog box as follows Field Control Action Wiki name required Type a name that is unique in the space Choose a template Select one of the available templates 4 Click Create The new wiki is created and the wiki home page appears in edit mode 5 Modify the title and content as needed If the template used to create the wiki allows layout changes you can add or remove widgets on the page 6 Do one of the following e To save the page and continue in edit mode click Save Draft e To save the wiki and exit edit mode click Save To discard your changes and exit edit mode click Cancel As creator of the new wiki you are the owner You are also the owner of any wiki pages and attachments created from the wiki template Wiki permissions The initial permissions of a new wiki are either a copy of the space permissions if created at the top level of the space or the parent permissions if created in a folder or as an attachment to a data table or entry 154 EMC Documentum CenterStage Version 1 2 SP1 User Guide Wikis Related topics Chapter 12 Wikis View or edit wiki properties page 155 e Add a wiki page page 157 Chapter 18 Permissions and Roles View or edit wiki properties To view or edit wiki properties 1 Openthe Wiki Properties dialog box as described in View or edit
17. Once the plug ins are installed a selected checkbox labeled Use the CenterStage plug ins appears To disable installed plug ins clear the checkbox To enable installed plug ins select the checkbox 3 Set preferences for extra sources in the Search tab as follows Field Description Enable The source to include in your extra sources when performing a global search User name The login name if necessary for this source For desktop searches the login name must start with the name of your machine followed by a backslash character and your Windows user name lt myMachineName gt lt myWindowsLogin gt Password The login password if necessary for this source For security reasons the number of bullets does not reflect the number of characters in the password 4 Set preferences for e mail notifications in the Advanced tab as follows 44 EMC Documentum CenterStage Version 1 2 SP1 User Guide Field CenterStage server URL Time zone Language 5 Click OK to put your changes into effect Related topics About CenterStage plug ins page 24 e Subscribe to content page 74 e Watch content page 74 Search for global content page 111 Sign out In the top CenterStage toolbar click Sign Out CenterStage Basics Description The server URL CenterStage uses to create links to spaces wikis and so on when sending notification e mails The time zone for CenterStage notifications The language for t
18. Search index servers The documents imported to CenterStage and all the content created in CenterStage is indexed to be quickly retrieved by a search CenterStage supports two index servers FAST Instream index server referred to as FAST and EMC Documentum xPlore index server referred to as xPlore In most cases the search functionality provided by the two index servers is similar The main differences are the following FAST is usually configured to return only 350 results xPlore index server can return thousands of results xPlore provides the count of results for each filter value except for the Topic filter The search syntax is slightly different Note CenterStage Help topics for search features describe the default configuration In your organization however the administrator might implement a different configuration Search using expressions To search for specific text you enter a search expression made up of text characters plus any special characters and or logical Boolean operators to refine your criteria This type of search is called a full text search See Search expression syntax page 116 Search using filters Search filters are based on characteristics of content that have particular values such as location size or file format In a search tab or in Search view for a space filters are displayed above the Results area You can select filter values to narrow the description of content you want t
19. The Popular tags widget is a tag cloud for a space a wiki a blog or a discussion The tag cloud is a visual representation of all tags for a given context For example if placed on a space home page the popular tags widget shows the tags for the whole space if placed in a wiki the popular tags widget shows all the tags of the wiki and so on Click a tag in the widget to display the Tag view for the current space Follow the steps described in View tags for a space page 123 to find content using tags Related topics Chapter 11 Page Widgets Chapter 9 Tags Configure a popular tags widget page 145 Tagged content widget The tagged content widget allows you to find items identified by specific tags in the current space The items created or modified most recently are displayed first You can perform the following actions To view an item click the item The item is displayed in the same tab To display the e mail address of the modifier hover over the name of the modifier 136 EMC Documentum CenterStage Version 1 2 SP1 User Guide Page Widgets Related topics Chapter 11 Page Widgets Chapter 9 Tags Configure a tagged content widget page 145 Feed widget The Feed widget displays the titles timestamps and authors of articles in a web feed The widget header provides a source info icon at the far left as follows Source info icon a CenterStage icon for a CenterStage feed or a generic or i
20. View version history of a page or file Versions are available in the History view of items that support versioning To view the version history for a page or file 1 Open a file page or an item page as described in the following topics e View a file page page 71 View a blog page 163 View a blog post page 165 View a wiki page 153 e View a wiki page page 156 View a discussion page 173 View a discussion topic page 175 2 Onthe file page or item page open History view in either of the following ways Click the History link in the page header e On the item page select li Show History from the Item Actions menu Click History of this Item in the page footer Related topics Chapter 19 Versioning View a version of a page To view a version of a page 1 Open History view as described in View version history of a page or file page 234 2 Display Version view of a page version by doing one of the following Selecta page version and click View Version on the page toolbar Right click a page version and select View Version from the shortcut menu Double click the page version e Follow a link URL for a Version view for example by using a bookmark Version view appears and is the same as regular page view with the following exceptions e Breadcrumbs indicate which version is showing The page title shows the item name preceded by the version number The page cannot be edited The only actio
21. a widget 22522 arianna a E ER REIBIRED BR 139 Configure Widgets 139 Configure a column box widget eee en nenne 140 Configure a group box widget cesses e eene e nennen 140 Configure a contents widget esses n e ene enne enne 141 Configure an image viewer widget see enenenee 142 Configure a document viewer widget sese 143 Configure a popular tags widget sse 145 Configure a tagged content widget eec 145 Configure a feed widget rues nen ati 146 Configure a recent activity widget esses eene 147 Configure a recent spaces widget enne 148 Wikis 5e ete tse testas eed tuc vete fisci tee Nia 151 Vew a Wiki seen 153 Addawikk I ondadesce elnlknteuienesisesiesssueflensseriste 154 View or edit wiki properties nsien ernennen e nn n n n n n nene ener enne 155 EMC Documentum CenterStage Version 1 2 SP1 User Guide 5 Table of Contents Chapter 13 Chapter 14 Chapter 15 Chapter 16 View all pages in a wiki sees n n n n n n nennen ennt enne en eie 155 VIEW A WIKT pages stie ei tree eer en eite ovk ein aviae 156 Adda wiki page eee toe res ern aE raea 157 Deletera wiki pages nass tte RR RR es ke abeo ed eds 159 View or edit wiki page properties cseseseeeeeeeeeeee nene 160 Blogs uiis rete er tere Eder eoe E bee e POE PER Yee ren C
22. content template 247 content templates 245 data tables 204 data tables entries 208 edit 102 files 106 folders 107 wiki pages 160 R read only file view 73 recent activity widget 137 recent activity widget configure 147 recent spaces widget 138 recent spaces widget configure 148 remove favorite space 51 space member 222 rename items 108 template 248 repositories 258 close 64 repository 59 browse content 67 create users 63 items 60 members 61 63 navigate 19 67 search 62 settings 64 view 62 views 61 rich text edit 28 widget 134 roles add 229 change 230 delete custom 232 member 48 overview 225 permission settings 231 standard 226 rules content policies 55 S search content 109 data table entries 186 entire site 111 error 119 expressions 110 import results 118 members 218 my extra sources 111 my favorite spaces 111 preferences 43 repository 62 results 110 set extra sources 112 space 113 stop 119 syntax 116 using filters 113 search filter data tables 186 search filters display 115 share EMC Documentum CenterStage Version 1 2 SP1 User Guide content template 247 signing in 16 signing out 45 slides view 22 space browse content 67 navigate 67 space membership 217 space templates change properties 244 manage 244 properties 243 spaces 47 add favorite 51 add members 220 add new 52 close 51 content p
23. for images PDF files and Office documents If you install Documentum Media Transformation Services MTS or Documentum Advanced Document Transformation Services ADTS CenterStage can provide full screen multi page document and image viewing capabilities in addition to thumbnails Related topics Chapter 11 Page Widgets Configure an image viewer widget page 142 Printa page page 128 EMC Documentum CenterStage Version 1 2 SP1 User Guide 135 Page Widgets Document viewer widget The document viewer widget shows the content of an existing file that you select To switch a document viewer widget to full screen mode click in the content area The content inside a document viewer is rendered when a CenterStage page is printed Note CenterStage provides inline viewers that display the first page of a file with a thumbnail Documentum Thumbnail Generator TG creates single page thumbnails 300 x 300 pixels in size for images PDF files and Office documents If you install Documentum Media Transformation Services MTS or Documentum Advanced Document Transformation Services ADTS CenterStage can provide full screen multi page document and image viewing capabilities in addition to thumbnails For more information see the document Content Transformation Services for CenterStage Related topics Chapter 11 Page Widgets Configure a document viewer widget page 143 e Print a page page 128 Popular tags widget
24. group box widget configure 140 groups profiles 219 H home page blog 163 data table 183 discussion 173 space 47 wiki 153 image viewer widget 135 image viewer widget configure 142 images edit properties 32 insert 32 import data table entries 209 non space content 118 inline users 63 221 insert images 32 links 30 tables 34 invitations default settings 58 invite member 223 items add 79 cancel editing 100 copy 81 delete 96 drag and drop 92 move 87 pages 126 paste as links 95 permissions 105 properties 102 rename 108 repository 60 resume editing 101 select 23 L lifecycles 251 links create 95 edit 30 insert 30 send 41 lists column settings 22 details 22 navigate 22 pages 22 refresh 22 slides 22 sort 22 member permissions 228 member roles edit permissions 231 members add to space 220 change role 230 custom roles 232 invite 223 profiles 219 remove 222 repository 61 roles 48 229 search for 218 send e mail to 42 space 48 view 217 EMC Documentum CenterStage Version 1 2 SP1 User Guide membership space 217 modify content 99 move items 87 page widgets 139 My community views 26 My community tab 17 My Community tab 26 N navigate content library 67 repository 67 space 67 navigate repository 19 navigate spaces 19 new features in this release 15 notifications changes 74 send 4
25. or file To view feeds you need an external feed reader Web browsers such as Internet Explorer 7 and Firefox provide built in feed readers or you can use the feed reader of your choice Repository items The Subscribe action is unavailable for repository items To subscribe to content 1 Openone ofthe following items Space home page to subscribe to the entire space activity Wiki blog data table or discussion home page to subscribe to the entire wiki blog data table or discussion Wiki page blog post data table entry or discussion topic to subscribe to only this page post entry or topic File page Folder page Tag page To subscribe to a tag page open the Tags view and select a tag Subscribing to a tag triggers notifications when the tag is added to an item or when an item with this tag is modified If no tag is selected the subscription applies to the space home page 2 Select Subscribe to Item from the Item Actions menu Your reader opens and displays the feed 3 Add the feed to your reader To unsubscribe to a CenterStage feed use the unsubscribe function of your feed reader Related topics e Watch content page 74 Search for global content page 111 Watch content You can watch content and receive e mail notifications when changes occur in a space blog wiki discussion folder data table tag or file Repository items i Start Watching and A Stop Watching actions are u
26. wiki e Dragand drop Navigation Space root Any other tree section in tree Blog e Ctil drag and Space folder in or contents drop Contents tree or contents datagrid wiki Discussion datagrid datagrid discussion Shift drag and folder blog t Data table drop CenterStage 8 e Attachment data table in view of data tree or contents A child of any other section in table datagrid tree or contents Attachment CenterStage Malden page topic post field of data data table table entry entry in tree Repository or summary view of data table p Folder e Dragand drop Navigation Space root Any other tree section in tree Ctrl drag and e Space folder in or contents drop Contents tree or contents datagrid wiki datagrid datagrid discussion Shift drag and folder blos f drop e Data table in amp e Attachment tree or contents e view of data table datagrid Data table A child of any other section in tree or contents datagrid page e Attachment entry in tree topic post field of data or summary peP table entry view of data EMC Documentum CenterStage Version 1 2 SP1 User Guide table Repository 93 Organize Content Item Page Topic Post Entry O File Action Drag and drop Ctrl drag and drop Shift drag and drop Drag and drop Ctrl drag and drop Shift drag and drop Drag and drop Ctrl drag and drop Shift drag and drop Drag an
27. Action spaces select one of the following from the Show menu in the toolbar Ban of My Spaces E Only My Favorite Spaces Repository Name All cabinets in the local repository for which you have appropriate permissions to view New in CenterStage New spaces wikis blogs discussions and data tables in the site e Items I am Editing Items that you have locked for editing in all spaces to which you belong e 9 All Recent Activity Up to 100 items to which you have rights that have been modified added changed moved has had properties edited or has been commented upon within the past 30 days Recent activity is tracked for the following item types Spaces Wikis blogs discussions and data tables Pages posts topics and data table entries Files Display lists of recent activity in all your spaces Below All Recent Activity in the Community and in the repository view panel click one of the following e Recent Pages All recent wiki pages e El Recent Posts All recent blog posts e Recent Topics All recent discussion topics Recent Files All recent files Recent Data Table Entries All recent data table entries 18 EMC Documentum CenterStage Version 1 2 SP1 User Guide Table 3 Navigate a space or the repository Task Open any space in which you are a member Open the repository EMC Documentum CenterStage Version 1 2 SP1 User Guide C
28. Image tab Click Browse to select the image to import Click OK em O d 4 Inthe Import Image dialog box click OK Optionally for Description specify alternate text to display as a tooltip for the link Optionally specify the following image properties Width and Height in pixels Border in pixels Horizontal margin in pixels Vertical margin in pixels For Alignment select one of the following choices not set the default Left Right Click OK to insert the image You can resize an existing image by selecting it and dragging the corner or side handles Or you can edit the image by doing one of the following Select the image and then click Image in the RTE toolbar e Right click the image and then select Image Properties from the shortcut menu Related topics Rich text editing page 28 Rich text toolbars page 28 Insert or edit a link on a page page 30 Insert or modify a table page 34 EMC Documentum CenterStage Version 1 2 SP1 User Guide 33 CenterStage Basics Insert or modify a table To insert or modify a table 1 Activate edit mode in a rich text widget by doing one of the following Edita wiki page and click in a rich text widget Edita data table entry and click in a rich text widget 2 Using the table controls insert or modify a table by doing one of the following Task Action Insert a table 1 In the RTE toolbar click EJ The Table Properties dialog box ap
29. Number of items for the widget to display without paging Choices are as follows e 5 ata time 10 at a time the default e 25 ata time Widget title optional Name that appears in the header bar for the widget 4 Click OK to add the widget to the page Related topics Chapter 11 Page Widgets Configure widgets page 139 Configure a recent spaces widget To configure a recent spaces widget 1 Complete the Settings dialog box for the recent spaces widget as follows 148 EMC Documentum CenterStage Version 1 2 SP1 User Guide Field Number of items Widget title optional 2 Click OK Related topics Chapter 11 Page Widgets Chapter 2 Spaces Configure widgets page 139 EMC Documentum CenterStage Version 1 2 SP1 User Guide Page Widgets Description Number of items for the widget to display without paging Choices are as follows 5atatime 10 at a time the default e 25 ata time Name that appears in the header bar for the widget 149 Page Widgets 150 EMC Documentum CenterStage Version 1 2 SP1 User Guide Chapter 12 Wikis This section is organized into the following topics Wikis Wiki pages View a wiki page 153 View all pages in a wiki page 155 Add a wiki page 154 View a wiki page page 156 View or edit wiki properties page 155 Add a wiki page page 157 Delete a wiki page page 159 View or edit wiki page properties page 160 About wikis A w
30. Repository items While you cannot see or change the permissions of a repository item the Permissions tab of the Properties dialog box shows your personal rights to the item To view or edit permissions for an item in a space 1 Open the item Properties dialog box as described in View or edit item properties page 102 2 View or edit permissions as follows Field Control Description Action Roles The roles and the corresponding permission to the item People and Groups The members or groups and the corresponding permission to the item EMC Documentum CenterStage Version 1 2 SP1 User Guide 105 Modify Content Field Control Add Member or Role Reset to Item permissions View Permissions for Any Member For folders blogs wikis discussions and data tables Apply these settings to all child items and attachments in this item Related topics Chapter 18 Permissions and Roles Search for members page 218 Description Action 1 Click to display the Add Members and Roles dialog box 2 Locate and select the members groups or roles to add to the item ACL 3 Click OK to select a member group or role The permission table updates to show the members you selected Appears only if you have customized permissions to differ from the default space permissions Click to revert permissions for the item to the space permissions Click to display the Choose Members dialog box and search for a member to vi
31. Spaces from the Show menu in the toolbar In the list of spaces do one of the following Click the name of a space Right click a space and then click View from the shortcut menu Pause the cursor over a space icon In the preview panel click View In the top CenterStage toolbar click a My Spaces In the Spaces fly out panel click the name of a space under E Favorite Spaces Change your view of a space or repository In the view panel of the space or repository tab click one of the following icons to display a different view of the space Home page view spaces only amp Content view for navigating the content library A Search view for discovering content by using search strings or filters RE Tag view for browsing the space by using tags spaces only Templates view for exploring space wide content templates spaces only Note This icon is visible only to members with rights to work on templates LM Members view for viewing members and for spaces managing space membership 20 EMC Documentum CenterStage Version 1 2 SP1 User Guide CenterStage Basics Task Action Navigate the content library in a space or the In Content view of a space or repository do one content of the repository of the following n the navigation tree click one of the following items cabinet repository only room repository only folder wiki spaces only blog s
32. Version 1 2 SP1 User Guide Chapter 8 Search for Content This section contains the following topics Search for global content page 111 Set my extra sources page 112 Search within a space page 113 Search for content by using filters page 113 Select search filters page 115 Search expression syntax page 116 Import results into CenterStage page 118 Stop a search page 119 Understand why search fails page 119 Aboutsearching You can search for content by search expression by filter or a combination of both You can search in the entire site the repository the current space or a set of spaces to locate any item in any space to which you have access You can also search external sources called extra sources such as other Documentum repositories eRooms and Internet websites There are two main ways to search Search for global content page 111 Search within a space page 113 The following picture identifies the search fields the filters area and the results area 1 Search field and search fly out panel not visible in this picture to search for global content 2 Search icon to open the search tab of a space 3 Search field to enter a search expression to search within a space 4 Filters area 5 Results area EMC Documentum CenterStage Version 1 2 SP1 User Guide 109 Search for Content Figure 1 Search controls filters area and results area 3 1 d v Malin an Ju
33. a space page 49 The appearance of a space home page depends on the widgets it contains but by default it has the following widgets Rich Text widget that shows a welcome message Recent Activity widget that shows items recently added to or changed in the space Contents widget that shows the top level items in the space wikis blogs discussions data tables and folders Like home pages for blogs and discussions a space home page does not have a Comments area For information about editing a space home page see Edit an item page page 127 Space views Each space has its own tab within CenterStage You can discover content in a space by switching to different views such as Search view Tags view or Content view Or you can display different types of information in a space such as Templates view and Members view EMC Documentum CenterStage Version 1 2 SP1 User Guide 47 Spaces To display Home view of a space click in the view panel of the space tab To display a different view of a space click one of the following icons in the view panel Icon Description Help topic a Content view to browse the Content view of a space page content library 50 Q Search view to discover Search within a space page 113 content by using search strings or filters d Tag view to browse the space View tags for a space page 123 by using tags E Templates view to manage Chapter 20 Templates space wide content template
34. an error appears if the field is empty when you save the entry Shows a read only comma separated list of the selected members sorted alphabetically by display name If there is no selection the field is blank Same as in view mode Color based status indicator Title required The title that appears in the header bar of the field Select one of the following styles to use as status indicators for the field 808 default Im Ww Me Q d d E This field is required When selected a value for the field is required for the entry Shows the status indicators including none as in the following example Om m m None 199 Data Tables 5 Traffic Light Data entry mode View mode Entries list mode Lej Yes No Description Configuration options Entry master page mode Data entry mode View mode Entries list mode 5j Date Description 200 Same as for entry master page mode except The field is populated with the initial value from the schema if any f the field is required an error appears if the None choice is selected when you save the entry Shows an image of the selected status indicator or blank if the None choice is selected Same as for an entry page in view mode Yes No or blank value Title required The title that appears in the header bar of the field This field is required When selected a value for the field
35. and Comment from the shortcut menu Select the item and click View Item or for a file Preview and Comment in the toolbar Pause the cursor over the item icon and click View Item or for a file Preview and Comment in the preview panel If no tag is attached to the item the Add a tag action is available in the footer of the item page If tags have already been added the Edit tags action is available Related topics Chapter 9 Tags View tags for a space The first time you access the Tag view CenterStage displays all the tags of the space in the tag cloud Select a tag to display the related content The font size of the tags in the tag cloud reflects how many documents in the space are tagged with the same tag To view tags for a space 1 Open the space as described in View a space page 49 2 To display the Tag view click in the view panel of the space tab 3 To display the items associated with a tag select a tag in the tag cloud The content area displays the corresponding items 4 To deselect a tag click the tag again When you select a second tag the first tag is automatically deselected The content pane updates to display the items corresponding to the second tag only Related topics Chapter 9 Tags e View tags for an item page 123 EMC Documentum CenterStage Version 1 2 SP1 User Guide 123 Tags 124 EMC Documentum CenterStage Version 1 2 SP1 User Guide Chapter 10 Page
36. bookmark the and buttons are unavailable because the system cannot determine the order of entries To display the data table home page from an entry page do one of the following Click in the data table toolbar to return summary view Click the name of the data table in the breadcrumbs Select Show Data Table Home from the amp Entry Actions menu For information about editing a data table entry see Edit a data table entry page 207 206 EMC Documentum CenterStage Version 1 2 SP1 User Guide Data Tables Related topics Chapter 15 Data Tables Data table entry field types widgets page 192 Add an entry to a data table To add an entry to a data table you must have at least Create permission for the data table To add a data table entry 1 Doone ofthe following Ona data table home page click E3 New Entry in the data table actions toolbar Right click a data table and select New Entry in this Data Table from the shortcut menu in the following contexts In Content view of a space in the Content area displaying the root of the content library In the navigation tree In a contents widget The entry page opens in data entry mode 2 Specify data in fields in the entry For information about data types and their features in data entry mode see Data table entry field types widgets page 192 3 Click Save to create the entry Related topics Chapter 15 Data Tables Edita data ta
37. change your settings to stop watching content Repository items i Start Watching and Stop Watching actions are unavailable for repository items To stop watching content 1 Open the item you are watching It can be any of the following Space home page Discussion blog wiki or data table home page EMC Documentum CenterStage Version 1 2 SP1 User Guide 75 Browse Content 2 e Discussion topic blog post wiki page or data table entry e File page e Folder page Tag page Select Stop Watching Item from the Item Actions menu You can also modify the frequency with which you are notified of changes as described in Set personal preferences page 43 Related topics 76 Subscribe to content page 74 Watch content page 74 Search for global content page 111 EMC Documentum CenterStage Version 1 2 SP1 User Guide Add Content Chapter 5 To add content to a space or repository you can either import content copy content or create items as described in the following topics Import files page 77 e Copy items page 81 e Add a folder page 79 e Add a blog page 164 Adda wiki page 154 e Add a discussion page 174 Add a data table page 189 Import files To import content you must have appropriate permissions for a space or repository location To import multiple files at the same time you must have the associated CenterStage plug ins installed as described in Install plug ins page 2
38. click Save To discard your changes and exit edit mode click Cancel The new post initially has the same permissions as the blog in which it is created Related topics e Chapter 13 Blogs View a blog post page 165 View or edit post properties page 168 Edita post page 169 Delete a blog post page 169 View or edit post properties To view or edit post properties 1 Open post Properties as described in View or edit item properties page 102 2 Onthe General tab view or edit post properties as follows Field Description Name A name for the post that is unique in the space Owner The member with Content Owner privileges to the post Click to change the owner of the post Template read only The name of the template used to create the post The space content policy determines the properties that appear on the General tab See Content policy page 55 3 Onthe Permissions tab view or edit permissions as described in View or edit item permissions page 105 4 On the Version tab view or edit version settings as described in View or edit page or file version settings page 237 5 Click OK to save your changes Related topics e Chapter 13 Blogs View a blog post page 165 e Add a blog post page 167 Edita post page 169 Delete a blog post page 169 168 EMC Documentum CenterStage Version 1 2 SP1 User Guide Blogs Edit a post To edit a post do one of the following View a blog as d
39. comment page 40 Add comments on content If you have Read and Comment permission for an item you can comment on the following types of item File Folder Blog post Wiki home page Wiki page Data table Data table entry if comments are enabled for entries in the data table For a repository item cabinet folder file or data table you need at least Edit rights to enable comments To add a comment 1 Open an item page as described in View an item page page 126 38 EMC Documentum CenterStage Version 1 2 SP1 User Guide CenterStage Basics The Comments panel displays all the comments for the item It also indicates how many comments have been added and how many of them are new Note If the Comments panel is hidden collapsed click or click the Comments title to display it 2 Inthe title bar of the Comments panel click a Add Comment In a discussion topic click New Reply to add a comment 3 Write your comment 4 Tosave and post your comment click Post The new comment appears at the top of the Comments panel Once the comment is posted you can modify it by clicking Edit below the comment To delete the comment click W Delete Related topics Chapter 1 CenterStage Basics Comment on content page 37 View comments on content page 37 Reply to a comment page 39 Edit a comment page 40 Delete a comment page 40 Reply to a comment To reply to a comment 1 Be
40. e In Tag view of a space Select the topic and click View Topic in the page toolbar Pause the cursor over the topic icon and On the home page of a discussion then click View in the preview panel Jacseaschiresults Click the name of the topic In Tag view of a space In the following widgets Recent Activity Recent Topics In the following views of the My Community tab New in CenterStage All Recent Activity Recent Topics Click the topic In the Recent Entries area of the preview panel for a discussion All replies to the topic appear in the pane below the topic content The pane also shows how many replies there are and how many of them you have not read For information about editing a discussion topic page see Edit an item page page 127 Related topics Chapter 14 Discussions e Add a discussion topic page 176 e Add a reply to a discussion topic page 178 Add a discussion topic You must have at least Create permission for the discussion in which to add the topic 176 EMC Documentum CenterStage Version 1 2 SP1 User Guide Discussions To add a discussion topic 1 Doone ofthe following On the discussion home page click New Topic in the Actions toolbar Right click a discussion and select New Topic in this Discussion from the shortcut menu in the following contexts In Content view of a space in the Content area displaying the
41. edit items in the space and except for wikis blogs data tables and discussions can move items in the space Can also change lifecycle state Delete Can edit and delete items for which the user has Delete rights Related topics Chapter 18 Permissions and Roles Standard roles page 226 View member permissions page 228 Modify permissions settings for roles page 231 View or edit item permissions page 105 Standard roles The standard CenterStage roles and the activities they signify are described as follows 226 EMC Documentum CenterStage Version 1 2 SP1 User Guide Permissions and Roles Role Default space permissions Description Participant Edit Working member of the space Can import content into the space When Participants add content they become owner of that content They can move content and can create wikis and pages Coordinator Edit extended Coordinator Manages the space and permissions controls membership and roles Add or remove members Create or delete custom roles Assign members to roles A coordinator can move and delete items in a space and provided the coordinator has the appropriate permission level for an item can do the following Add edit open items and add comments Change the owner for an item Change permissions for an item Change the lifecycle state of an item A space can have multiple coordinators Content owner Delete Chan
42. files Each type of content in CenterStage belongs to an object type For details about object types refer to the documentation for Documentum Administrator A content policy rule consists of a specified object type paired with a particular file format The space coordinator manages the content policy for a space and the administrator manages the content policy for a repository To view or edit a content policy 1 Open space or repository settings as described in View or edit space settings page 53 or View or edit repository settings page 64 2 Select the Content Policy tab if necessary it is the only tab in repository settings 3 Define the rules that pair object types with the file formats allowed in the space as follows a Click New rule b In the column titled Members can create a click Choose type and select an object type from the drop down list c Inthe column titled When they import a file in this format click Choose formats and select a file format to associate with the object type You can add multiple formats Note By default a new content policy includes the dm document and dm folder object types and includes default pairings for these two object types You can add multiple formats by repeating this step 4 To edit the rule properties that are automatically populated during import of files with this format a Nextto the rule click Edit b Specify properties as appropriate Note If you provide default
43. folder Add a folder You can add a folder at the top level of a space or within any of the following containers cabinet repository only room repository only folder data table or data table entry To add a folder 1 Navigate to where you want to add the folder 2 Doone ofthe following EMC Documentum CenterStage Version 1 2 SP1 User Guide 79 Organize Content Action Context Right click a cabinet a room a folder or the In the navigation tree of a space or repository top node of the content library in a space in Content view and then select New u Folder from the shortcut menu Select 9 New gt 8 Folder in the page toolbar In the content area of a cabinet a room a folder or the top level of the content library in a space n Attachments view of a data table Inan Attachments field if any of a data table entry in view mode 3 Complete the Create Folder dialog box as follows Field Control Action Name required Type a name for the folder Icon To change the default icon click to open a gallery of folder icons and then select one Welcome message optional Write a message to appear at the top of the folder page 4 Click OK Tip To modify the welcome message if any edit the properties of the folder as described in View or edit folder properties page 107 Folder permissions By default CenterStage folders share the permissions of their parent Folders and files created at th
44. long as you have the appropriate permissions are as follows File Actions e Fl Download File without plug ins m Open File with plug ins e 4 Edit File i Import New Version Print U Delete File Share File Subscribe to File Start Watching File b Show History if on the file page Show Page if on the History page Lifecycle e File Properties Related topics View a file page 73 Edita file page 99 Copy items page 81 72 Other actions View add or edit file tags for CenterStage files only as described in Chapter 9 Tags View and add file comments for repository files only if comments are allowed as described in Comment on content page 37 Hide Y or show the Comments area Display file versions by clicking the History link in the page header or footer Use viewer widget controls to navigate through a series of pages or images Display pages or images in full screen mode r a4 by clicking the page in the lower right corner of Note Full screen display of pages and images requires the optional purchase of additional components that generate high quality enlarged views of pages or images Otherwise images are limited to 300x300 pixels in size See your system administrator for details EMC Documentum CenterStage Version 1 2 SP1 User Guide Move items page 87 Drag and drop items page 92 Delete items page 96 View or ed
45. nnn nnn nnn nnns nnns enses 123 Pages ooo o RD cede IRE TE A Faas gu ete o PE Pe eoo SA 125 View an item page iia idiot p e is tice er ero quie e eaa ETE g Po Ue adde 126 inner 127 Printa PASO en ae rena aa EE eE teak neues EEEE E EEEO 128 Page Widgets nen een nennt san 131 Pag widget typeset Eka Snia ES ENES EE EEKE A 132 Rich text widget 22mm E ene FR Fee he PR EA E EE 134 Colum boxewidget 2 entes er ee eer ss 134 Group box widget un nies reper ae e rr ele dal eade e odore n 135 Contents widget is dete e nn ERU AR oes T KS EE E ERE UE Fe HER cccaado goa S 135 Image viewer widget sisse nnn nnn nnne nnn nnn nennen ens 135 Document viewer widget esses nnn nn nnne nnne nennen nnns 136 Popular tags Widget ccccccsseesesesesesesesseeeeseseseesusasaeaeaeaeasaeaeseseeeseseseseseees 136 Tagged content Widget ccccccccccsesesssessssssseseseseeensesusaeaeaeasaeasssesssseseesseseees 136 POCA WIA EL vic asses sts tina era ATE GRE GAME Dr XP reo o Lo ede 137 Recent activity widget oes erede en asian 137 Recent spaces widget ssccccecccscssssseeecesesensssneceeceesensseaeeeseeeeesesaeaeeesesenenees 138 Organize widgets on a page c sre eiei sne eoi reann n n nnn nn nnne nennen nennt 138 Adda Wid SC bic cree ise fire terri eri eai e ax leihen eis 138 Move a widget eeesesssssssnsnsnensnsnnnnnnnnnnnsnsnsnnsnsnnsnnnnensnenenenensnsnsnsnsnsnsssssnsnnnn 139 Delete
46. nnn nnn nnns 43 SISMFOUE 1d eet erm A A PL NER 45 Kremer 47 VICW a SPACE 21 n Mte ner iride Ter cecive evoca bra eei ven usu n erue beoo d esaet NN dee qudd do Rasta 49 Content view of a Spaces irino era eT EEO Eeo nnne nnns TEKEE E RAEE RE S 50 VIEW a favotite SDaCe eve oer ineo fr anregen 50 Add a space to favorite spaces cesses eee e ene ene 51 Remove a space from favorite spaces sse eene ennt 51 Close PET 51 Create a mew Space 35 aret aee be m RU sega tebe ette e uet in dace 52 Delete space A dede 53 View or edit space settings eese nnn n hn e enne nn ennt esee eene enne 53 General space seting Seino une vete ie bete ci e oU erea s E LEN Pede aa Edeka Do 54 Content policy inest arse m anna Tania RE ihre RETAS 55 Space Versioning policy eeesesssnensnensnennnnnnnnnnnsnnsnnnnnnsnnenenesnsensnenensnsnnenensnsnenn 56 EMC Documentum CenterStage Version 1 2 SP1 User Guide 3 Table of Contents Chapter 3 Chapter 4 Chapter 5 Chapter 6 Chapter 7 Chapter 8 Space permissions essen eene nennen nemen nnne nnn nnn nnne nn nnns 56 D fa ultinvitation text sees ceases nee ante o ene vue PETER Yn Ie ERN ANN e lan 58 Repositories ioter ita e Ier doe DOS eed ida 59 View A TEPOSILOTY RR EEER 62 Search for repository content eese nne ene e nn ene e ene eene 62 View repository me
47. of the following views 9 New in CenterStage Items I am Editing S AII Recent Activity E Recent Pages El Recent Posts Recent Topics 103 Modify Content Action Context Recent Files Recent Data Table Entries Display the item preview panel and then click Ina Recent Activity widget Ina Contents widget n Attachments view On the My Community tab in one of the following views New in CenterStage Items I am Editing P AII Recent Activity Recent Pages El Recent Posts Recent Topics Recent Files Recent Data Table Entries In the Properties dialog box you can view or edit item permissions on the Permissions tab as described in View or edit item permissions page 105 If the space versioning policy allows it and if versioning is available for the item you manage versions settings for a page or file on the Versions tab as described in View or edit page or file version settings page 237 Related topics View an item page page 126 e View or edit wiki properties page 155 View a wiki page page 156 View all pages in a wiki page 155 View or edit wiki page properties page 160 View or edit blog properties page 165 View or edit post properties page 168 View or edit discussion properties page 175 View or edit topic properties page 177 Preview panels page 27 104 EMC Documentum CenterStage V
48. on the role with the highest permission level Space coordinators can manage the security policy for a space by adding custom roles with descriptive names and appropriate permission levels For example a space coordinator can create a role called Template Managers with permission to create content templates in the space and then add the appropriate members to that role Note A role can have different permission levels for different items in the space Repository permissions While you cannot see or change the permissions of a repository item the Permissions tab of the Properties dialog box shows your personal rights to the item Permission levels There are four permission levels in CenterStage The permission levels are cumulative each level allows the rights granted by the lesser ones The following table describes CenterStage permissions EMC Documentum CenterStage Version 1 2 SP1 User Guide 225 Permissions and Roles Permission level Rights None only for the space ACL None the user cannot see the object Read With appropriate permission for the item the user can View an item including opening a file for viewing See the item versions and version comments Open a folder Tag or comment on items The user cannot Create items e Paste or move items Create Read create and open the item and create comments on the item but cannot move or delete the content of others Edit Can create and
49. or edit page or file version settings page 237 5 Click OK to save your changes Related topics e Chapter 14 Discussions e Add a discussion topic page 176 Add a reply to a discussion topic If you have Read and Comment permission in a space you can add replies to discussion topics Note Replies to topics are the same as comments on items and replies to comments on items see Add comments on content page 38 and Reply to a comment page 39 To reply to a topic 1 View a topic as described in View a discussion topic page 175 2 Click f New Reply to add a reply to the topic or click E Reply to this to reply to another reply 3 Type your reply 4 Click Post The new reply appears below the content of the topic Once the reply is posted you can modify it by clicking Edit To delete a reply click U Delete Related topics e Chapter 14 Discussions View a discussion page 173 Comment on content page 97 Delete a discussion topic If you are a space coordinator or if you have Delete rights to the discussion you can delete a discussion topic To delete a discussion topic 1 Doone ofthe following 178 EMC Documentum CenterStage Version 1 2 SP1 User Guide Action Select W Delete Topic from the Ws Topic Actions menu For a single topic do either of the following Right click the topic and select W Delete Topic from the shortcut menu Select the topic and then select W Delete Topic from th
50. original content Permissions Property values Comments Custom versioning policies version policies are reset to the space policy e Tags Lock or edit state Lifecycle Related topics Chapter 20 Templates Content template properties page 245 Manage content templates page 246 Content template properties When creating a content template for a wiki page or data table or changing its properties content template properties are as follows Field Action Template name required Type a name that is unique in the selected scope site or space EMC Documentum CenterStage Version 1 2 SP1 User Guide 245 Templates Field Action Description Type an optional description for the template to appear in the template selector when you create an item of this type Category Select an existing category or add a new category The new category is added to the list of content template categories and available for other content creators as well as for other content template creators The layout of wikis or pages created from this e Select the checkbox to allow layout changes template can be changed does not apply to data tables because their layout cannot be changed Clear the checkbox to prevent layout changes This template is active e If active the template is available for creating new content in the site f inactive the template is unavailable for creating new content in the site M
51. properties page 102 2 Onthe General tab view or edit properties as follows Field Name Owner Template read only Layout type read only Description A name for the discussion that is unique in the space The member with Content Owner privileges to the discussion Click 8 to change the owner of the discussion The name of the template used to create the discussion Whether the layout of the discussion home page can be changed The space content policy determines the properties that appear on the General tab See Content policy page 55 3 Onthe Permissions tab view or edit discussion permissions as described in View or edit item permissions page 105 4 On the Version tab view or edit version settings for the discussion as described in View or edit page or file version settings page 237 5 Click OK to save your changes Related topics Chapter 14 Discussions View a discussion topic To view a discussion topic do one of the following EMC Documentum CenterStage Version 1 2 SP1 User Guide 175 Discussions Action Context In the navigation tree of a space in Content view e Click the topic icon Y or the name of the with the parent discussion expanded topic Right click the topic and select View Topic from the shortcut menu Double click the topic icon On the home page of a discussion Right click the topic and select View Topic D from the shortcut menu
52. rich text fields including fields that use plain text and returns any entries that contain the phrase in any of the fields If any search filters are in effect the filters are not cleared and the results are limited by the selected filter options To search for entries using the search filter 1 Next to the search field in the data table toolbar click The search filter fly out panel appears and shows controls for searching within the data table fields selected to filter data table entries Any text in the search field appears in the Search for field on the fly out 2 Optionally in the Search for field type the text to filter in the specified fields See Data table search filter page 186 for details about fields in the search filter fly out Filtering applies to the complete set of entries not only to the visible entries Therefore hidden fields can still appear in the search filter fly out panel 3 Click Search to launch the filter search Search results appear in the entries list If the search filter fly out panel is closed and filters are in effect the filtered set of entries appears in the list Filtered search results show up to 150 entries The entire set of entries can still be exported to a CSV file as described in Export data table entries page 211 Note To clear the filters click Reset in the search filter fly out panel Related topics e Chapter 15 Data Tables Data table search filter page 186 Dat
53. root of the content library In the navigation tree In a contents widget 2 The new topic is created in the specified discussion and appears in edit mode Modify the title and content as needed 3 Doone ofthe following Tosave the topic and continue in edit mode click Save Draft Tosave the topic and exit edit mode click Save To discard your changes and exit edit mode click Cancel The new topic initially has the same permissions as the discussion in which it is created Related topics Chapter 14 Discussions View a discussion page 173 e Add a reply to a discussion topic page 178 View or edit topic properties To view or edit topic properties 1 Open topic Properties as described in View or edit item properties page 102 2 Onthe General tab view or edit properties as follows Field Description Name A name for the topic that is unique in the discussion Owner The member with Content Owner privileges to the topic Click to change the owner of the topic Template read only The name of the template used to create the topic The space content policy determines the properties that appear on the General tab See Content policy page 55 3 On the Permissions tab view or edit permissions as described in View or edit item permissions page 105 EMC Documentum CenterStage Version 1 2 SP1 User Guide 177 Discussions 4 Onthe Version tab view or edit version settings as described in View
54. select 187 Data Tables Field type Date Member list Lifecycle 188 Filter control Drop down list box with the following choices any date default on select a date using date picker before select a date using date picker after select a date using date picker between select a date range using the two date pickers Note The start and end dates of the range are included in the filtered results e f the date is a due date a Status list box provides the following options any default Completed Not Completed Radio buttons with the following choices Any default Only blank entries Only entries that are not blank Forasingle selection These members A standard member picker if scoped to the space A multi select box with the available choices if scoped to a subset of the space e For a multiple selection Any of these members or All of these members A standard member picker if scoped to the space A multi select box with the available choices if scoped to a subset of the space A multi select drop down list box that displays all the Lifecycle states available within the table EMC Documentum CenterStage Version 1 2 SP1 User Guide Data Tables Related topics Chapter 15 Data Tables Add a data table You can add a data table at the top level of a space within a folder as an attachment to another data table or if the schema allows
55. symbol amp To edit a page 1 Switch to page editing mode by doing one of the following Open the item page as described in View an item page page 126 and then select Edit Item from the Item Actions menu e Select the item and then click Edit Item in the toolbar This choice is unavailable for space home pages Right click the item and select Edit Item This choice is unavailable for space home pages Click Edit in the preview panel This choice is unavailable for space home pages While the item page is in edit mode it is locked so that others cannot edit it A key icon appears next to the item icon in Content view 2 Edit the page You can edit the page title Ifthe page layout can be changed you can add move configure or delete existing widgets e You can edit rich text even if the page layout cannot be changed EMC Documentum CenterStage Version 1 2 SP1 User Guide 127 Pages You can edit tags Depending on the item version settings you can modify version information You can always add or edit version notes however In edit mode you can use widgets just as you can use them in view mode for example add a file to a folder widget or sort a folder widget To save a draft of the page for editing later click Save Draft CenterStage also saves page drafts automatically as you work When you are finished editing click Save If you leave the page before you finish edi
56. tab view or edit blog permissions as described in View or edit item permissions page 105 4 On the Version tab view or edit version settings for the blog as described in View or edit page or file version settings page 237 5 Click OK to save your changes Related topics e Chapter 13 Blogs View a blog page 163 e Adda blog page 164 View a blog post To view a blog post do one of the following Action Click the post icon or the name of the post Right click the post and select View Post from the shortcut menu EMC Documentum CenterStage Version 1 2 SP1 User Guide Context In the navigation tree of a space in Content view with the parent blog expanded 165 Blogs Action Click the name of the post 166 Double click the post icon Bl Right click the post and select View Post from the shortcut menu Select the post and click View Post in the page toolbar Pause the cursor over the post icon and then click View in the preview panel Context EMC Documentum CenterStage Version 1 2 SP1 User Guide On the home page of a blog as described in View a blog page 163 In search results In Tag view of a space In the following widgets Contents Recent Activity Recent Posts Tagged Content Popular Tags In the following views of the My Community tab New in CenterStage 9 All Recent Activity Bl Recent Posts In search r
57. table home page also The data table home page View a data table page 183 known as the summary view of summary view shows a data table A welcome message if any The list of entries in the data table with page controls to display additional pages of entries if necessary A link to Attachments view of the data table in the page footer Data tables can have the following types of attachments data tables folders and files A Tags area A Comments area Attachments view Shows the files attached to the View attachments to a page data table home page page 213 Summary view of data table entries In the summary view of a data table entries are organized in rows and field values for entries are organized in columns The data table schema determines the fields that appear in the summary view On the data table home page you can hide or show any of the fields set to appear in the summary view You can also change the order in which they appear See Organize the data table entries list page 185 Data table entry page The data table entry page appears when you create edit or view an entry All of the fields in the data table appear on the entry page The entry page has two modes edit and view When you view an entry it is initially in view mode When you add an entry it is initially in edit mode See the following topics related to data table entries View a data table entry page 205 e Add an entry to a data
58. template Properties dialog box select the checkbox labeled Make this template available to all spaces in the site Note This change is one way and cannot be reverted once the scope of a template becomes site wide EMC Documentum CenterStage Version 1 2 SP1 User Guide 247 Templates Related topics Chapter 20 Templates Manage content templates page 246 Organize templates Actions for organizing templates include copying deleting renaming activating or deactivating templates You organize templates in a reserved area for either space specific or site wide templates To organize templates 1 Doone ofthe following to open a templates area e For space wide templates click Ed in the view panel of a space tab For site wide templates click E Templates in the top CenterStage toolbar 2 Select the Template Type 3 Perform one of the following actions Action Steps Copy 1 Select one or more templates Right click and select Copy or select More gt Copy Select More Paste Delete 1 Select one or more templates Do one of the following Right click a template and select W Delete Select a template and select More gt W Delete Rename Right click the template and select 7 Rename or select the template and then select More gt Rename Type a new name for the template 248 EMC Documentum CenterStage Version 1 2 SP1 User Guide Action Activate an in
59. the specified output spaceName name of the space that contains the item spaceURL web address for the item EMC Documentum CenterStage Version 1 2 SP1 User Guide Chapter 3 Repositories This section is organized into the following topics View a repository page 62 e Search for repository content page 62 View repository members page 63 Create new users in a repository page 63 View or edit repository settings page 64 Close a repository page 64 About repositories A repository is a virtual storehouse for enterprise content including CenterStage spaces Your organization might use multiple repositories Each repository is comprised of nodes that give access to the repository s content and functions Cabinets in the local repository are available for browsing inside CenterStage as depicted in the following diagram Other CenterStage Other Repository Repository Repository Cabinet A Cabinet B Cabinet C Spaces Space 2 Repository CenterStage The local repository is the one in which the CenterStage spaces are hosted EMC Documentum CenterStage Version 1 2 SP1 User Guide 59 Repositories A remote repository is any repository other than the local one usually part of a federation Remote repositories are available as external sources in global search Remote repositories cannot be browsed In CenterStage the local repository appears in the following places The vi
60. the Version tab in the item Properties dialog box for the current version only Items are not versioned overwrite the current version Overwrite the existing page or file and do not add a new version Members can add or modify the version note for the current version by opening the Version tab in the item Properties dialog box 4 Decide whether members can specify a version policy for a page or file that differs from the space policy To do so either select or clear the checkbox labeled Members are allowed to change the version settings for individual files Related topics Chapter 2 Spaces Chapter 19 Versioning Space permissions You manage space permissions on the Permissions tab of space settings Space permissions also known as the access control list or ACL define the permissions for member roles in the space Users and groups accessors are assigned to either a standard or custom role that determines what default permissions they have in the space The space ACL can only have roles not members All space accessors except for the Content Owner and Coordinator are optional and can be removed from the ACL Among space members only a space coordinator can edit space permissions To view or edit space permissions 1 Open space settings as described in View or edit space settings page 53 56 EMC Documentum CenterStage Version 1 2 SP1 User Guide Spaces 2 Select the Permissions tab 3 Complete or modify t
61. to add to a space page 221 Each CenterStage member or group has a profile that derives from member information See View member profiles page 219 The Member Profile dialog box displays information about individual members Field Name Login Name Password Email User Source EMC Documentum CenterStage Version 1 2 SP1 User Guide Description The member name that appears for example in the Created by column for files in CenterStage The member name used at sign in Visible only to space coordinators who are also user managers the user password masked by bullet characters If the current password is compromised or lost select the checkbox to Replace this password and send new credentials When you click Save a new password is sent through e mail to the member The member e mail address You can send e mail to a member by clicking the member e mail address If you are a space coordinator and a user manager you can modify the e mail field The means by which the member is a part of the space 219 Space Membership Field Visibility State Groups Done or Save and Cancel Description Specifies whether the member is visible only to members in the same space or by everyone This field has one of the following values Can be seen only by people who belong to the same spaces as Member Name Can be seen by everyone The Active or Locked state of a member A list of the reposito
62. to select a table with cellspacing 0 To select such a table click the table border which is 1 pixel wide Related topics Rich text editing page 28 Rich text toolbars page 28 Insert or edit a link on a page page 30 Insert an image or edit image properties page 32 36 EMC Documentum CenterStage Version 1 2 SP1 User Guide CenterStage Basics Comment on content In CenterStage you can post read and respond to comments on items Most CenterStage pages have a Comments panel except for the following pages and views Space home page Blog home page Discussions home page Attachments view of a page History view of a page Version view of a page e All Pages view of a wiki Tag view of a space Members view of a space All pages and views in the My Community tab Repository items cabinets folders files and data tables can have comments if the Allow comments checkbox is selected on the item page Related topics e Chapter 1 CenterStage Basics e View comments on content page 37 e Add comments on content page 38 Reply to a comment page 39 Edita comment page 40 Delete a comment page 40 View comments on content You can view comments if you have Read permission for an item By default the Comments panel on a page is collapsed To expand the panel click Click and drag to size the panel vertically To view comments on an item do one of the following e Fora C
63. widget to customize the page layout Insert other widgets such as a rich text editor widget to incorporate some content in the page Expand or collapse the box Related topics Chapter 11 Page Widgets Configure a group box widget page 140 Contents widget The contents widget exposes the children of a source item folder space or cabinet It provides the same actions as the Contents area on a folder page or in Content view of a space or repository including drag and drop and the New menu The actions that are available for a contents widget depend on the type of source item as follows Space Same actions as in Content view of a space including drag and drop and the O New menu Folder cabinet or repository folder Same actions as on a folder page including drag and drop and the New menu Related topics Chapter 11 Page Widgets Configure a contents widget page 141 Image viewer widget The image viewer widget shows an existing image or a gallery of all images in a folder You can select a CenterStage image file or folder or import a new image file To switch an image viewer widget Famil a to full screen mode click in the content area The content inside an image viewer is rendered when a CenterStage page is printed Note CenterStage provides inline viewers that display an image with a thumbnail Documentum Thumbnail Generator TG creates single page thumbnails 300 x 300 pixels in size
64. your access is authenticated through your Windows credentials In other cases CenterStage access is granted through browser based credentials If your administrator has not configured a Single Sign On authentication method you are required to sign in to CenterStage You sign in with your login name and either a regular password or a temporary password that you receive in e mail In the latter case specify a new password for your account To sign in 1 Point your browser to CenterStage 2 Inthe Sign In dialog box type your user name if necessary and a password in the appropriate fields and then click Sign In If you enter a temporary password the Reset Password dialog box appears In that case enter a new password by typing the same string in both the New password and Confirm fields and then click Save CenterStage authenticates your credentials and signs you in If you are signing in for the first time CenterStage opens to the My Community tab See My Community tab page 26 e Ifyou have signed in previously CenterStage opens to where your last session ended Note If you cannot sign in because you forgot your password or your account is locked contact your system administrator or space coordinator to reset your password Related topics Explore CenterStage page 16 Install plug ins page 25 e About CenterStage plug ins page 24 e Sign out page 45 Explore CenterStage The following tables describe how to
65. 1 O organize content 79 data table entries 185 information 43 page widgets 138 templates 248 P page delete version 238 footer 126 header 125 modes 125 properties 125 template 244 view 156 widgets 125 page attachments add 214 delete 215 view 213 page widgets 131 add 138 EMC Documentum CenterStage Version 1 2 SP1 User Guide Index column box 134 configure 139 contents 135 delete 139 document viewer 136 feed 137 group box 135 image viewer 135 move 139 organize 138 popular tags 136 recent activity 137 recent spaces 138 rich text 134 tagged content 136 types 132 pages 125 add 157 add widgets 138 configure widgets 139 delete 159 delete widgets 139 edit 127 history view 234 move widgets 139 print 128 properties 160 version settings 237 versions 236 view 126 view file 71 view versions 234 participant role 226 permissions change role 230 custom roles 232 edit 105 levels 225 overview 225 role settings 231 roles 226 229 spaces 56 view 228 plug in preferences 43 plug ins 24 about 24 install 25 popular tags widget 136 257 Index popular tags widget configure 145 posts add 167 delete 169 edit 169 view 165 preferences advanced 43 e mail notifications 43 extra sources 43 general 43 plug ins 43 search 43 setting 43 subscriptions 43 preview panels 27 print pages 128 profiles member 219 properties
66. 36 page widgets 138 pages 157 reply to topic 178 space 52 space members 221 topic 176 wikis 154 alerts send 41 attachments 213 add 214 delete 215 file 214 view 213 B blogs 161 add 164 add post 167 delete post 169 edit post 169 home page 163 properties 165 view 163 EMC Documentum CenterStage Version 1 2 SP1 User Guide Index view post 165 bookmarks See favorite spaces browse repository content 67 space content 67 C CenterStage explore 16 plug ins 25 sign out 45 change content template properties 247 member role 230 changes stop watching 75 watch 74 changes in this release 15 checkout cancel 100 column box widget 134 column box widget configure 140 columns settings 22 comments 37 add 38 create 38 delete 40 edit 40 reply 39 view 37 configure column box widget 140 contents widget 141 data table fields 190 document viewer widget 143 feed widget 146 group box widget 140 253 Index 254 image viewer widget 142 page widgets 139 popular tags widget 145 recent activity widget 147 recent spaces widget 148 tagged content widget 145 content add 77 browse repository 67 browse space 67 edit 99 import 77 import non space content 118 modify 99 organize 79 search for 109 content library navigate 67 overview 14 content owner role 226 content policy repository 64 content templates create 244 manage 246 propertie
67. 5 My Community tab page 26 Rich text editing page 28 Comment on content page 37 e Collaborate with others page 41 Organize personal information page 43 e Sign out page 45 About CenterStage EMC Documentum CenterStage provides content services to enhance individual and team productivity It offers a collaborative interactive user experience that enables business users to discover and work with content in the Documentum Enterprise Content Management System CenterStage combines the ease of use of Web 2 0 with the strength of the Documentum platform to deliver a balance between business agility and IT control CenterStage offers a full range of content services advanced search capability web collaboration features such as wikis blogs and RSS feeds and community workspaces so that global communities can interact dynamically across the extended enterprise and benefit from the full value of their information Empowers users participating in modern ECM activities Organize manage and share knowledge assets across projects and communities Rich internet application experience keeps users engaged and productive Opens up information silos for faster access to knowledge Find knowledge assets wherever they might be e Text analytics transform raw content into relevant findings EMC Documentum CenterStage Version 1 2 SP1 User Guide 13 CenterStage Basics Delivers security control and compliance Meet gove
68. 5 The space or repository content policy defines the rules for importing content See Content policy page 55 To import files 1 Toimport content do one of the following Action Right click a space repository cabinet room or folder and select New gt Import Files Select New gt ll Import Files from the page toolbar EMC Documentum CenterStage Version 1 2 SP1 User Guide Context In the navigation tree of a space or repository in Content view e In the Content area of a space repository cabinet room or folder in Content view In Attachments view of a wiki page blog post discussion topic or data table 77 Add Content Action Context In the Attachments field if any of a data table entry in view mode Note Without the plug in the command for importing one file at a time is a Import File Complete the import process by doing one of the following With plug ins 1 In the Import Files dialog box click li Add files to import list to select the initial file to import 2 To select the next and subsequent files to import click T to select each file Note To remove a file from the Files to Import list select the file and then click X When you have selected all the files you want to import click OK When you return to the Import Files dialog box provide values for any required fields Click OK to import the files n 5mm The first time you use the plug in you are asked whe
69. Blog posts Discussion home pages Discussion topics Wiki home pages Wiki pages The version options available depend the space versioning policy for content in the space All page and file versions in a space can have version notes To change version settings you must have Edit rights to a page or file Repository items For repository documents no settings are available in CenterStage for versioning policies To view or edit version settings for a page or file in a space 1 Open the Properties dialog box for the page or file as described in View or edit item properties page 102 2 Select the Version tab EMC Documentum CenterStage Version 1 2 SP1 User Guide 237 Versioning The space versioning policy determines what the Version tab contains Ifmembers are not allowed to change the version settings for individual items the tab displays the following message Because versioning has been preset by a space coordinator or because you do not have edit rights you cannot change the version policy for this content f members are allowed to change the version settings for individual items you have the following options To have CenterStage automatically version the page or file when it is edited select Automatically set version strategy and then select the versioning increment major or minor To have CenterStage prompt you for version information after the page or file is edited select Manually set version s
70. CenterStage Version 1 2 SP1 User Guide View a space To view a space do one of the following Action Follow a URL to the space or to content in the space Click the space Click the name of the space Right click the space and select View from the shortcut menu Select the space and click View in the page toolbar Click or pause the cursor over the space icon ul or other and then click View in the preview panel Related topics My Community tab page 26 Chapter 2 Spaces Spaces Context A hyperlink bookmark or URL entered in the address field of your browser Among your favorite spaces listed in the fly out panel that appears when you click 3 My Spaces in the top CenterStage toolbar In the following views of the My Community tab amp My Spaces New in CenterStage In search results In 3 My Spaces view of the My Community tab In 3 My Spaces view of the My Community tab In the following views of the My Community tab B My Spaces e 9 New in CenterStage n search results Navigate content of a space or repository page 67 EMC Documentum CenterStage Version 1 2 SP1 User Guide 49 Spaces Content view of a space In Content view you access all of the content in a space To display Content view do one of the following In the view panel of the space tab click 8 Navigate to an item in a space by doing one of the following
71. Data table entry field widgets have the following possible states Mode Description Configuration mode For data types with configuration options the configuration dialog box that appears when you add a widget to the Configuration fields and settings page when editing the data table schema Entry master page mode The appearance of the widget and any field specific controls such as a default setting or value on the Configuration fields and settings page after any configuration options are specified when editing the data table schema Any field values selections or widget content are saved as default values for new entries Data entry mode The appearance of the widget and any field specific controls when editing a data table entry View mode The appearance of the widget and any field specific controls when viewing a data table entry Entries list mode The appearance of the widget and any field specific controls when viewing the entries summary list on the data table home page Data types The types of data table entry fields widgets their configuration options and their features in entry master page data entry view and entries list mode are as follows Plain Text e Rich Text 192 EMC Documentum CenterStage Version 1 2 SP1 User Guide Informational Text Number Autonumber Choice List Member List Traffic Light Yes No Date Lifecycle Attachments History ual Plain Text Description Configuration o
72. E EVER VE PENNE TUS 218 View member profiles Eee n RR Le RR ERR REX EXE EET L XE TEE EE TR Ro LEN Po ao cao 219 Member and group profile information eese eene 219 Add members to a private space sess n n eene nennen 220 Create new users to add to a space enne 221 Remove space members sees nnn nnn nnn nnne nennen enne 222 Invite members to a space vecernie dieis Irse PEENES ENEE NENE nnne nennen esee 223 Permissions and Roles 4 eic ieina ernsten nata ean e aa aa naa 225 Permission levelS a tote t RIO t n EET AE TUR ERAN TREE IX T EARS 225 Standard role 4 oce ere Eee aee eroe e esata Vase gu ee tue ra en He eng aon 226 View member permissions ssir ieres ior e eE Sep sses n n nnn nnn nnne nnns nnne enne 228 Add custom roles ee Sans si nes ease A Eo esos 229 Change member roles esie eec nie er bise borea ier sl insb 230 Modify permissions settings for roles cssssccccecesessssnseececeessssnsceceseeeenseaeaeees 231 Delete a custom role rero terr Peer e eeu eua ee SE e EVER E V steel 232 Versioning eT 233 View version history of a page or file eeeeeeeeeeeeeeeee eene 234 View a version of a page cissssssseseseeeeeeeeee enn n nnn n nnn E nnn nnns nsns enean seen nens 234 View a version OF file tet t tite e etx E RR ss des A ER uS Ia ds 235 Make a version curfent eee eee ere ortae evo eee ndn ny etude se e aveo Vue rev a Nee enu an 235 Add anew file VerSIOTU 4 oe e
73. EE Rr NR VRN ERES FE e ao ETEA EEEE S een 236 Add a new page Versions ninsis a e AEA n n n nnn nnn nnn nnns nnns esee enses 236 View or edit page or file version settings eese 237 Delete version oct Ran deb eh e deo ao P Ve unten see Ea sae dese o Ue dad 238 ITIUECI ARP 241 Create a space template t ee enn na eignen uasa e Lv eaae dde 241 Space template properties sissi iise arben erior iirinn enn n n nnn n nennen nennen enne 243 Manage space templates cies eene eene nen nnne entente 244 Change the properties of a space template sse 244 Create a content template ssssssssseseseseeeeeeeeeee nnn n nnn n E E EEI OP nenne 244 Content template properties scis n n n n nnne nnne enne 245 Manage content templates riitin inea A E E T a 246 Change the properties of a content template sese 247 Share a content template across all spaces cccccccsssssesecesecesesenteseeeeeeeeenees 247 Organize templates cccccseesesseseseseseseseseeseeseeeueasusasaeeeaeaeaeaessseseseseseseseseees 248 Lifecycles ae DW Re aoe Rated eus TEANA 251 EMC Documentum CenterStage Version 1 2 SP1 User Guide 7 Table of Contents Figure 1 List of Figures Search controls filters area and results area sees eene 110 EMC Documentum CenterStage Version 1 2 SP1 User Guide Table 1 Table 2 Table 3 Table 4 Table 5 Table 6 Table of Conten
74. EMC Documentum CenterStage Version 1 2 SP1 User Guide EMC Corporation Corporate Headquarters Hopkinton MA 01748 9103 1 508 435 1000 www EMC com EMC believes the information in this publication is accurate as of its publication date The information is subject to change without notice The information in this publication is provided as is EMC Corporation makes no representations or warranties of any kind with respect to the information in this publication and specifically disclaims implied warranties of merchantability or fitness for a particular purpose Use copying and distribution of any EMC software described in this publication requires an applicable software license For the most up to date listing of EMC product names see EMC Corporation Trademarks on EMC com All other trademarks used herein are the property of their respective owners Copyright 2011 EMC Corporation All rights reserved Preface Chapter 1 Chapter 2 Table of Contents Sn e y updates audae e ede udi vase based nash Sa esse rore TEESEEISE A Meses Uo beens soe saunas 11 CenterStage Basics 1 5 etas nean apa en ERR nern 13 What s new in CenterStage 1 2 SP1 ccccccesesesesssseseseeeeseuseeesasaeaeaeanaeaeseeeeeeeeees 15 ifie T HIC 16 Explor CenterStage audi Pr inrer o asien nes inne 16 About CenterStage plug ins tiii n nene ene enne ene enne 24 Install plug ins dss rettet ta e ea ea cass ER kh REN ER FR DR edeos
75. Entry X Cut Copy Paste W Delete Entry Lifecycle e Entry Properties Related topics Chapter 15 Data Tables Comment on content page 37 e Watch content page 74 184 Help topic Share content page 41 Move items page 87 Copy items page 81 Delete items page 96 Chapter 21 Lifecycles View or edit item properties page 102 EMC Documentum CenterStage Version 1 2 SP1 User Guide Drag and drop items page 92 Chapter 9 Tags Data Tables Organize the data table entries list In summary view of a data table the data table entries list displays up to 25 entries per page To see more entries use the pagination controls in the status bar of the entries list Columns in the data table entries list show the fields that are set to appear in the entries list according to the data table schema The first column is always a lock column which shows a lock icon amp for each entry locked for editing A tooltip identifies the member who has the entry locked You can organize columns in the entries list as follows Task Sort a column Hide show reorder or resize columns Description The default sort order is reverse chronological order of creation date with most recent entries first Each data type has its own sorting rules By default all fields that are set to show in the entries list in the schema appear in the order in which they are arranged in the list of Fields that c
76. Filter values do not appear until you enter a search term The Format filter has no choices for wiki blog or discussion The filters Place in text People in text and Organization in text are unavailable for repository items No results appear until you enter a search term Related topics e Chapter 3 Repositories Search for global content page 111 Search within a space page 113 View repository members To view repository members 1 Open content view of a repository as described in View a repository page 62 a 2 Inthe repository view panel click Related topics Chapter 3 Repositories Create new users in a repository If you are a user manager that is you are in the dce user manager role in the repository you can create new inline user accounts to add to a repository Note Do not create an account for someone if they already have one To create new users in a repository 1 Open Members view of a repository as described in View repository members page 63 2 Click New user account 3 Complete the New User Account dialog box as follows Control Field Description Action Name The member name which must be unique in the repository Login name The member name used at sign in which must be unique among inline users in the repository EMC Documentum CenterStage Version 1 2 SP1 User Guide 63 Repositories Control Field Description Action Email The member e mail address Passw
77. Member list The entry title appears at the top of the entry page The title serves as the name of an entry in a list such as on the data table home page as well as in search results The entry title field is a required field and cannot be deleted 5 Setthe following Entries List Fields Options Fields that can appear in the Entries List Fields that can be used to filter the Entries List Use the left and right arrow buttons to move fields between the AII Fields and Selected Fields lists Note New fields you add to the data table schema appear in the Selected Fields lists by default To remove a field from the entries list or from the set of fields used to filter the entries list move the field from the Selected Fields list to the AII Fields list EMC Documentum CenterStage Version 1 2 SP1 User Guide 191 Data Tables 6 Click Save to put your schema changes into effect for the data table Initial field values For some fields you can specify a default value that appears in that field when you create an entry Note Default content for a rich text widget does not support images and links so buttons to add image and add link do not appear However you can still add images and links to individual entries The rich text widget supports a maximum of 9 000 characters as an initial value but there is no character limit on individual entries Related topics Chapter 15 Data Tables Data table entry field types widgets
78. Most filters are based on the site properties of the results These properties can be automatically set by the site such as the changed date or set manually by the users The Topic filter is based on the following properties name title and subject For this reason the Topic filter is more relevant when 114 EMC Documentum CenterStage Version 1 2 SP1 User Guide Search for Content these properties are filled in consistently With the xPlore index server the Topic filter is displayed with no count because it is not computed on the entire result set but on the first 50 results The filters Place in text People in text and Organization in text are only available for CenterStage items and display information found in the content or file properties of the items The items are analyzed in the background and only information most relevant to places people or organizations such as companies or institutions is kept and displayed in the filters For example if a document contains the phrase 123company appoints John Smith as executive vice president the company name 123company should appear in the Organization in text filter and the name John Smith should appear in the People in text filter Limitations when searching extra sources If you run a search on extra sources by selecting filter values but not by typing a search expression a source is included in the search only if one of the selected filters is applicable for this source For e
79. ON E Re Unt 161 View a DIOS iic me ed E Rer kt kt EIER DIR 163 Add a blog cette ete ki ERS Rus HE ES ENINA 164 View or edit blog properties cesses n n n n n nennen enne 165 View a blog post ce repe ERE RP ENRRRR XR EY tar areas 165 Add able posto aneao es aoa E nea A AEE EEA E P A 167 View or edit post properties euesesenenenenenennnnnenenennnenenenenenensnnnnnnnnnnensnssenensssnnnnnnn 168 Edit 4 post nern en pa asp Sae 169 Delet a blog Post use ge iin BR 169 DISCUSSIONS T 171 VIEW a CISCUSSIOMN Gs eres cessent eres eese vet Ue Nye eren Ee ele De Pea SNR Pub ex esu P V eh ves een ERE 173 Add a discussi n are ee lesse t esse ibn si else ease p ds soon 174 View or edit discussion properties ccce n eene enne 175 View a discussion topie rnin eE E IE en enne nennen seen 175 Add a discussion topic esee enne theres 176 View or edit topic properties csessssseseeeeeeeeeeeenn n n nnn n nn nnne nnns nennen ens 177 Add a reply to a discussion topic 178 Delete a discussion topic essen ennemis 178 Data Tables 11 5 isto onte eta ei e SERRE ener a eee eR ada 181 View a Gata table er nenn san ds testen eV Eon 183 Organize the data table entries list eee eene 185 Search for data table entries cccscccseccssccesccesceeeeceeccesceesccesceseeseessesesceeeees 186 Data table Search filter deae sk IN Een 186 Add adatatable u 20088
80. RR E ER EE ra rra RR VY OVE Pr e odds 101 View or edit item properties n nnn nn nn nnn nnne nennen seen 102 View or edit item permissions cesses n n n nnn nnne enne nennen ens 105 View or edit file properties c isses n n nnn nnn nnne nennen enne eene 106 View or edit folder properties eese eene 107 Rename an Itere arnet aiena ar aen rey ceeds Toy eee eO BEP ee ye RP Ege e ONE EN Ve eed eR aga dos 108 Search for Content ns 22 109 Search for global content esee n n n n eher nnne nnns 111 Set my extra SOUTCeS reel onec ides dari d gin er CE En MER dd EXE DRE dO eee ban siden RR o nissan 112 Search within Space nass UE UO HERE d n red BER redd 113 EMC Documentum CenterStage Version 1 2 SP1 User Guide Chapter 9 Chapter 10 Chapter 11 Chapter 12 Table of Contents Search for content by using filters eese eene 113 Select search filters 2er else 115 Search expression syntax lenken heran 116 Import results into CenterStage eese e eene enne enne 118 Stop a searchin os de e e epe neue ol un SR amt 119 Understand why search fails eese a ne 119 Tags err T 121 Add a tag eie A bb ER nis Rus HE GENERE TERMES HE 122 Itemov catag satin ii tt E O i stes iced eee oU stt gender 122 View tags for an Meri soe pe pn en ERR ERR EXER ERR lan RR YR TRUE EN RR ale 123 View tags for a Space iiissssssssseseseeeeeeeeeeeene n n nnn nnn
81. Use HTML to preserve rich text and links If this checkbox is selected the default rich hidden if no rich text text formatting and hyperlinks are exported as HTML Otherwise rich text and hyperlinks are ignored 3 Click Export to save the exported data table entries in a file that you specify using the browser s Save dialog box Data is exported according to the same mapping rules for importing entries which are described in Import data table entries page 209 In addition e Non field widgets such as attachments and history are not exported Entries in the CSV file are in the same order as the entries list at the time of export e If the entries list is not filtered all entries are exported even if they are not visible on the current page Ifthe entries list is filtered only entries that appear in the filter are exported Note Data exported to a file in one locale and then imported to a data table in a different locale retains the format of the locale associated with the user performing the export EMC Documentum CenterStage Version 1 2 SP1 User Guide 211 Data Tables Related topics Chapter 15 Data Tables 212 EMC Documentum CenterStage Version 1 2 SP1 User Guide Chapter 16 Attachments This section is organized into the following topics View attachments to a page page 213 View a file attachment page 214 Add an attachment to a page page 214 Delete an attachment page 215 Chapter 19 Versi
82. a discussion as a template Discussion topics Within discussions are discussion topics One or more topics can be created in a single discussion and discussion topics have comments in the form of replies See the following topics for more information View a discussion topic page 175 e Add a discussion topic page 176 View or edit topic properties page 177 Page views of a discussion Discussion page views are as follows EMC Documentum CenterStage Version 1 2 SP1 User Guide 171 Discussions Page view Description Discussion home page The home page view of a discussion shows The topics in the discussion A rich text widget and a Popular Tags widget Links to History view in the page header and footer e A link to Attachments view in the footer A Tags area Because the layout of the discussion home page is fixed you can edit the rich text but you cannot add remove or delete widgets on it For information about editing a discussion home page see Edit an item page page 127 History view Shows the version history of the discussion home page Shows the files attached to the discussion home page Attachments view Help topic View a discussion page 173 View version history of a page or file page 234 View attachments to a page page 213 Organize discussions You organize discussions as you do other items in the content library manage properties and permissions co
83. a table entry field types widgets page Export data table entries page 211 192 View or edit data table properties page 204 About data tables A data table is a structured collection of information organized in a series of entries An entry is an organized set of data in fields defined in the schema for the data table Data tables can be added to a space wherever you can add folders at the top level of a space or within a folder In addition data tables can be attached to other data tables and to data table entries However data tables cannot be attached to a page You can subscribe to a CenterStage data table watch a data table tag a data table comment on a data table and save a data table as a template See the following topics for more information e Subscribe to content page 74 e Watch content page 74 Chapter 9 Tags Comment on content page 37 Chapter 20 Templates Note In a repository location for example a cabinet or folder you can view a data table but cannot edit it Nor can you create copy or move data tables into a repository location Data tables in a EMC Documentum CenterStage Version 1 2 SP1 User Guide 181 Data Tables repository do not allow creation or editing of entries and follow the other general restrictions that apply to repository items such as no controls for tagging Data table page views Data table page views are as follows Page view Description Help topic Data
84. a table search filter Use the search filter fly out panel to search within Fields that can be used to filter the Entries List as specified in the data table schema which is described in Configure data table fields and settings page 190 Filter controls for each type of field are as follows 186 EMC Documentum CenterStage Version 1 2 SP1 User Guide Field type Search for Changed Changed by Plain text Rich text Autonumber Yes No Traffic light Choice list EMC Documentum CenterStage Version 1 2 SP1 User Guide Data Tables Filter control Text box for entering values same as the search box on the toolbar Date control for choosing dates Control for choosing members restricted to only members who have edited any of the entries Text box for entering values Same as for plain text Same as for number Drop down list box with the following choices blank Yes No Radio buttons for the following choices Any default e Red e Yellow e Green None Radio buttons with the following options Any default choice Only show blank entries Only show entries that are not blank Any of these choices followed by a list of choices For a single select choice list you can choose only one Fora multi select choice list you can Ctrl click to select more than one For a multi select choice list only All of these choices followed by a box showing the available choices to
85. ached to most items in a space wikis and wiki pages blogs and blog posts discussions and discussion topics data tables and data table entries folders or files When you add a tag a list of Popular tags is displayed This list includes the ten most frequently occurring tags in the space An item can have many tags but the same tag only once A tag cloud is a visual representation of all tags for the space The size of the tags in the tag cloud reflects how many documents are tagged with the same tag for the given set of items You can use the tags to find other items that are similarly tagged You can subscribe to a tag as described in Subscribe to content page 74 Note Tagging is unavailable for repository items Permissions for tagging The rights you need for tagging items are as follows To add or remove an existing tag on an item you need at least Read plus Comment permission for the item To add a new tag to an item you need Create permission for the space If the tag action is disabled contact the space coordinator to gain access Related topics Add a tag page 122 Configure a tagged content widget page 145 Configure a popular tags widget page 145 EMC Documentum CenterStage Version 1 2 SP1 User Guide 121 Tags Add a tag To add a tag 1 Click Add a tag or Edit tags in the item footer and then use one of the following methods Type the tag in the Tags field To add several tags separate t
86. active template Deactivate an active template EMC Documentum CenterStage Version 1 2 SP1 User Guide Templates Steps 1 Right click a template and select e Template Properties or select a template and select More gt Template Properties In the second tab of the Properties dialog box select This template is active Right click a template and select e Template Properties or select a template and select More gt Template Properties In the second tab of the Properties dialog box clear This template is active 249 Templates 250 EMC Documentum CenterStage Version 1 2 SP1 User Guide Chapter 21 Lifecycles A lifecycle is a sequence of states a file goes through such as an approval process You cannot attach detach suspend or resume lifecycles in CenterStage However if a lifecycle is attached to a CenterStage item through another user interface or with a programming interface you can use Lifecycle commands on the More menu or the shortcut menu to Promote to the next state in the lifecycle or Return to the previous state EMC Documentum CenterStage Version 1 2 SP1 User Guide 251 Lifecycles 252 EMC Documentum CenterStage Version 1 2 SP1 User Guide A accessing CenterStage 16 add blog posts 167 blogs 164 content 77 custom role 229 data table entry 207 data tables 189 discussion 174 favorite space 51 file version 236 files 77 folders 79 page attachment 214 page version 2
87. added recently Related topics Chapter 11 Page Widgets Configure a recent spaces widget page 148 Organize widgets on a page To organize widgets on a page add configure move and delete the following conditions must be true You have Edit permission for the page The page layout can be changed No other member has the page locked Only space coordinators can unlock a page locked by another member e You have the page open for editing See Edit an item page page 127 Related topics e Add a widget page 138 Configure widgets page 139 Move a widget page 139 Delete a widget page 139 Add a widget To add a widget to a page you must have the page open for editing as described in Edit an item page page 127 To add a widget to a page 1 In the page toolbar click Add Widgets to Page 2 In the gallery of widgets either drag a widget and drop it onto the page or double click the widget If the widget has non default configuration options the configuration dialog box appears For a widget with default settings in effect when added to a page such as layout widgets or recent activity widgets the configuration dialog box does not open automatically 3 In the page toolbar click Save Related topics Chapter 11 Page Widgets Configure widgets page 139 138 EMC Documentum CenterStage Version 1 2 SP1 User Guide Page Widgets Move a widget To move a widget on a page you must hav
88. ake this template available to all spaces in the Decide whether the template is available or site visible to system administrators only unavailable the default for creating new content in any space in the site Note This change is one way and cannot be reverted once the scope of a template becomes site wide Related topics Chapter 20 Templates Create a content template page 244 Manage content templates To manage content templates wikis pages and data tables for a particular space your CenterStage role in that space must allow you to create and manage content templates see Add custom roles page 229 To manage content templates for a site first change the scope of a space wide content template to a site wide template as described in Share a content template across all spaces page 247 Only system administrators can manage content templates for a site Open the content template management area by doing one of the following For space specific content templates open Templates view of the space by clicking Ed in the view panel of the space tab e For site wide content templates click E Templates in the top CenterStage toolbar and if you are a system administrator select Content Templates as the Template Type 246 EMC Documentum CenterStage Version 1 2 SP1 User Guide Templates In the space wide and site wide templates areas you can copy paste rename delete and access properties for wiki and page templa
89. an appear in the Entries List You can hide or show the columns that the schema defines to show in the entries list and change the order in which they appear You can also change the width of a column Column preferences are saved per user across sessions and are also saved when copying and moving data tables EMC Documentum CenterStage Version 1 2 SP1 User Guide Action Click a column heading to reverse the sort order Or do the following 1 Point to a column heading and then click M A 2 Select 21 Sort Ascending Z or Sort Descending to specify a sort order To hide or show columns 1 Point to a column heading and then click 2 Onthe Columns submenu click to add a checkmark Y for a column to show click to remove a checkmark for a column to hide To change the order or reposition a column click and drag it to a new location To change the width of a column point to the boundary between two column headers and then click and drag to resize 185 Data Tables Related topics Chapter 15 Data Tables Search for data table entries In summary view of a data table you can search for entries using either the data table search field or the filter fly out panel To search for entries using the search field 1 Inthe search field in the data table toolbar type the text for which to search 2 Click to start the search CenterStage searches through all plain text and
90. and HTML markup Click EI Source again to return to WYSIWYG what you see is what you get mode Q Inserts a symbol Select a symbol from the pop up window CenterStage uses a simplified rich text editor for tasks like editing rich text comments and rich text fields in dialog boxes It has the following toolbar Tahoma al BzuUl A A Z Ill Ill iil amp ii ii ts In this case is the link tool and S switches between WYSIWYG what you see is what you get and HTML markup editing modes Note The link tool in the simplified rich text editor does not support file import Related topics Rich text editing page 28 Insert or edit a link on a page page 30 Insert an image or edit image properties page 32 Insert or modify a table page 34 Insert or edit a link on a page To insert a link in a rich text widget you can use either the link tool described in the following procedure or you can paste If the clipboard has a URL pasting it creates a link with the URL as the link text If your clipboard contains a CenterStage item from the current repository and if you are using the plug in pasting it also creates a link To insert or edit a link using the link tool 1 Activate edit mode in a rich text widget by doing one of the following Edita wiki page and click in a rich text widget Edita data table entry and click in a rich text widget 2 Select text or position the insertion point within an e
91. area at the bottom that displays the most recent items in the space 3 Doone ofthe following Typea search expression in the search field as described in Search expression syntax page 116 and then click CenterStage performs a full text search in the space for items matching your search expression and lists them in the Results area To navigate in the space using the search filters see Search for content by using filters page 113 Related topics Chapter 8 Search for Content Search for global content page 111 Search for content by using filters Filters can be used to narrow a full text search that returned many results They can also be used to navigate in a space To use filters to search for content 1 Perform a global search as described in Search for global content or navigate in a space by using the search page of a space as described in Search within a space 2 Inthe filter area select filter values that describe the content you want to find The result set refreshes after each selection The selected values move to the top of the filter e xPlore displays only those filter values with matching results filter values with no matching results are visible only when searching extra sources to retrieve more results e FAST displays only those filter values with matching results to display filter values with no matching results click More to open the full view as described in the next step Most filte
92. ata entry mode Does not appear in the entries list Configure data table fields and settings page 190 View or edit data table properties To view or edit data table properties 1 Open the Data Table Properties dialog box as described in View or edit item properties page 102 204 EMC Documentum CenterStage Version 1 2 SP1 User Guide Data Tables 2 Complete or modify the General tab as follows Field Action Name Modify the name of the data table Owner The member with Content Owner privileges to the data table Click to change the owner of the data table Template read only The name of the template used to create the data table The space content policy determines the properties that appear on the General tab See Content policy page 55 3 View or edit data table permissions on the Permissions tab as described in View or edit item permissions page 105 4 Click OK to save your changes Related topics e Chapter 15 Data Tables Configure data table fields and settings page 190 View a data table entry To view a data table entry do one of the following Action Context In the navigation tree of a space in Content view e Click the entry icon amp or the name of the with the parent data table expanded entry Right click the entry and select View Entry from the shortcut menu Click the name of the entry In summary view of a data table as described in View a data table page 183
93. ation tree and from or to any Contents widget Drag and drop to or from your desktop or the local file system is not however supported Sections can be dragged and dropped to Folders Data Tables and Data Table entries in the tree and contents datagrids Children of sections can be dragged and dropped to other sections of the same type in the tree and contents datagrid You cannot create links to sections so you will get the ususal error if you try See errors when dragging and dropping below To drag and drop items 1 Select one or more items 92 EMC Documentum CenterStage Version 1 2 SP1 User Guide Organize Content Click the item or items and while continuing to hold down the mouse button drag to the drop target in one of the following ways Pause the cursor over a space tab The tab comes forward and Content view appears In Content view drag to a valid target that is in view Inthe navigation tree for a space in Content view pause the cursor over any container that shows a button and the node expands to show any child container items Release the mouse button Note When you drop into the same space the default behavior is move when you drop into a different space the default behavior is copy Using a modifier key such as Shift or Ctrl overrides these default behaviors The drop target can be any valid container as follows Item Action Source location Valid target Invalid target locations locations
94. ble entry page 207 Edit a data table entry To edit a data table entry 1 Doone ofthe following Ona data table home page select Edit Entry from the E Entry Actions menu In Search or Tag view of a space or on a search tab right click an entry and select Edit Entry from the shortcut menu The entry page opens in data entry mode 2 Modify data in fields in the entry For information about data types and their features in data entry mode see Data table entry field types widgets page 192 3 Click Save to put your changes into effect for the entry EMC Documentum CenterStage Version 1 2 SP1 User Guide 207 Data Tables Related topics Chapter 15 Data Tables Data table entry field types widgets page 192 View or edit data table entry properties To view or edit data table entry properties 1 Open the Data Table Entry Properties dialog box as described in View or edit item properties page 102 2 Complete or modify properties on the General tab as appropriate 3 View or edit data table permissions on the Permissions tab as described in View or edit item permissions page 105 4 Click OK to save your changes Related topics Chapter 15 Data Tables Configure data table fields and settings page 190 Delete a data table entry If you are a space coordinator or if you have Delete rights to the data table you can delete a data table entry To delete a data table entry 1 Doone
95. choice 25ata time Number of items for the widget to display at a time The choices are as follows Name that appears in the header bar for the widget 1 Complete the Settings dialog box for the feed widget as follows Field Control Show feed from 146 Description Action Specify the feed source as follows For a source outside of CenterStage type or paste the URL The source can be an RSS or Atom feed RSS feeds can have the extension rss or xml Atom feeds can have the extension atom or xml Forasource within CenterStage click Select to select the source Complete the Select a feed dialog box as follows 1 Onthe Search in menu select a range or scope within which to search for a feed source Choices are as follows Current space E Only my favorite spaces EMC Documentum CenterStage Version 1 2 SP1 User Guide Page Widgets Field Control Description Action B My spaces QO My recent items 1 Optionally in the search field type a search string to locate a source with a name that matches the string 2 To choose a source in the list either double click it or select it and click OK Number of items Number of results for the widget to display Choices are as follows e 5 ata time e 10 ata time e 25 ata time Widget title optional Name that appears in the header bar for the widget 2 Click OK Related topics Chapter 11 Page Widgets Feed widget page 137 Configu
96. ck a file version In History view right click a page version and select 5i Make Current from the and select 5i Make Current from the shortcut menu shortcut menu In Version view select 53 Make Current on the page Actions toolbar EMC Documentum CenterStage Version 1 2 SP1 User Guide 235 Versioning The old version is copied and becomes the current version Comment threads and attachments if any are not copied or altered in any way If versioning is turned off for the item the copy replaces the current version Otherwise it is added to the list of versions Related topics Chapter 19 Versioning Add a new file version To add a new version of a file you must have Edit rights to the file You can either import a new version or if you are using the plug in add a new version when you edit and save a file The version options depend on the space versioning policy To import a new version of a file 1 Doone ofthe following Right click a file and select i Import New Version from the shortcut menu Open the file page as described in View a file page page 71 click i Import New Version in the page toolbar 2 In the Import new version dialog box click Browse and then select the file to add as the new version 3 Add a version note optional 4 Depending on the space versioning policy you might have the option to select the version number major or minor for the file 5 Click OK to import the new
97. click 3 New Space in the page toolbar 2 Complete the first step of the New Space dialog box as follows Field Control Space Name Choose a space template 3 Click Next Description Action Type a name for the space that is unique in the repository From the left column select a template category if available In the right column select a template 4 Complete the next step of the New Space dialog box as follows Field Control Description optional Icon Access to the space is 5 Click Create Description Action Type a description to appear in My Spaces This field is also searched when you search for spaces Click to select an icon for the space The icon from the template is initially selected Select from the following options Public Everyone in the site can access the space Private Only members invited by space coordinators can access the space Note This setting cannot be changed once the space is created The home page of the new space appears in a new tab As the creator of the space you have Coordinator permissions for the space and are the first member You manage settings in space settings and manage membership in space Members view 52 EMC Documentum CenterStage Version 1 2 SP1 User Guide Spaces Related topics Chapter 2 Spaces View or edit space settings page 53 View space members page 217 Invite members to a space page 223 Add members to a p
98. configuration options see Data table entry field types widgets page 192 Remove fields For each field to delete click amp in the upper right corner of the widget header bar Note You cannot remove the field designated as the entry title 190 EMC Documentum CenterStage Version 1 2 SP1 User Guide Data Tables Task Action Configure fields To display the configuration dialog box for a field click in the upper right corner of the widget header bar For information about configuration options for field types see Data table entry field types widgets page 192 Organize fields To move a field widget click and drag the header bar and drop it in the appropriate location To arrange widgets in columns add a column box widget to the page and then move widgets into the appropriate columns To place widgets together add a group box widget to the page and then move widgets into the box in the appropriate order Note You can nest column and box widgets to compose a layout of widgets as appropriate 3 To have a comment area on entry pages in the data table select the checkbox labeled People can comment on entries in the data table Note Comments are enabled by default in a data table To disable comments clear the checkbox 4 Select the Entry Title from the dropdown list Choices include all fields in the data table that can be used as an entry title Plain text e Rich text Number e Autonumber
99. counts instead of a Windows or UNIX domain or an LDAP directory For more information about signing in as an inline user see Sign in page 16 Note Do not create an account for someone if they already have one To create new users and add them to a space 1 Open space Members view as described in View space members page 217 2 Doone ofthe following e Fora public space In the Members view toolbar click New user account which is only visible if you are a space coordinator who is a user manager as well Fora private space In the Members view toolbar click 5 Add members to switch to add member mode and then click New user account EMC Documentum CenterStage Version 1 2 SP1 User Guide 221 Space Membership The New User Account dialog box opens Complete Step 1 of 3 CenterStage Credentials as follows Control Field Description Action Name The member name which must be unique in the repository Login name The member name used at sign in which must be unique among inline users in the repository Email The member e mail address Password Read only field The password is generated automatically Click Next Complete Step 2 of 3 Add to Space Name by selecting one or more roles to assign to the newly created user Coordinator or Participant the default or any custom roles if they are defined for the space Click Next In Step 3 of 3 Confirm review the user settings and click Create Account to create th
100. ctivity c Recent Pages In the Recent Pages area of the preview panel for a wiki For information about editing a page see Edit an item page page 127 Related topics Chapter 12 Wikis View all pages in a wiki page 155 Add a wiki page page 157 Delete a wiki page page 159 e Chapter 10 Pages Editan item page page 127 Add a wiki page You must have at least Create permission for the wiki in which to add the page EMC Documentum CenterStage Version 1 2 SP1 User Guide 157 Wikis To add a page to a wiki 1 Doone ofthe following t Onawiki home page click EJ New Page in the Actions toolbar Right click a wiki and select 5 New Page in this Wiki from the shortcut menu in the following contexts In Content view of a space in the Content area displaying the root of the content library In the navigation tree Ina contents widget e In All Pages view of a wiki click E3 New Page in this Wiki in the page toolbar 2 If there are template choices for a page complete the Add New Page dialog box as follows otherwise you can skip this step Field Control Description Page name Type a name for the new page that is unique among other page names in the same wiki Choose a template Select a template category and then select a page template from which to create the page Create Click to create the new page 3 The new page is created in the specified wiki and appears in edit mode Mod
101. d drop Ctrl drag and drop Shift drag and drop Drag and drop Ctrl drag and drop Shift drag and drop Source location Navigation tree All Pages view of wiki Navigation tree Discussion home page grid of topics Navigation tree Navigation tree Data table summary view Navigation tree Valid target locations A wiki in tree or contents datagrid Can copy paste via Ctrl drag and drop into parent A discussion in tree or contents datagrid Can copy paste via Ctrl drag and drop into parent A blog in tree or contents datagrid Can copy paste via Ctrl drag and drop into parent A data table in tree or contents datagrid Can copy paste via Ctrl drag and drop into parent Space root Folder in tree Section in tree Child of section in tree Repository Invalid target locations Current parent wiki Any other section child or folder Repository Current parent discussion Any other section child or folder Repository Current parent blog Any other section child or folder Repository Repository The dropped item inherits the name of the original item unless there is a naming conflict in the new location If the name conflicts with another item of the same type CenterStage appends to the item name the string copy copy 2 and so on 94 EMC Documentum CenterStage Version 1 2 SP1 User Guide Organize Content Related topics Copy ite
102. d topics Chapter 1 CenterStage Basics Chapter 2 Spaces Chapter 3 Repositories About CenterStage plug ins The CenterStage plug ins allow you to import multiple files in one operation In addition with Microsoft Internet Explorer they effectively combine the clipboards in CenterStage and the operating system allowing you to copy and paste content between CenterStage and your local machine With plug ins Using CenterStage with plug ins has the following effects 24 When importing files the file picker dialog box enables you to select multiple files at a time The set of files from which to select are filtered to display only those files with extensions that are compatible with the content policy of the parent space For example if the content policy allows the import of JPEG GIF and PDF files then only those files are displayed and can be selected With Microsoft Internet Explorer access to the desktop clipboard is provided which enables you to do the following Copy a CenterStage item onto the desktop clipboard and paste the item as a URL into desktop clipboard aware applications such as Microsoft Word or Outlook Copy one or more files in a CenterStage container and paste them onto the desktop or to a folder on the local file system Copy one or more files in a desktop folder and paste them into a CenterStage container which initializes the CenterStage Import File dialog box On a Windows desktop fi
103. dcrumbs Page name Metadata such as owner and time of last change Content Tags Areas that can be collapsed on the CenterStage page such as a Group Box widget are rendered for print as they appear on the page The exception is the Comments area which is hidden or visible depending on whether Include comments is selected as described in the next step in this procedure Note To modify how the page is rendered for print you can try resizing the CenterStage window for better results Or you can adjust the Printer or Page Setup settings for your browser Display printing tips in the top panel of the print window to show browser specific information about these settings To include in the printed page all comments on the CenterStage page select Include comments in the top panel of the print window If the page has no comments for example on a blog or a discussion home page the Include comments checkbox is unavailable Click Print in the control area of the print window to display the Print dialog box for your browser Related topics Chapter 10 Pages EMC Documentum CenterStage Version 1 2 SP1 User Guide 129 Pages 130 EMC Documentum CenterStage Version 1 2 SP1 User Guide Page Widgets This section is organized into the following topics Main topics Page widget types page 132 Organize widgets on a page page 138 Configure widgets page 139 EMC Documentum CenterStage Version 1 2 SP1 User Guide
104. disabled For example a search on run can return hits on running but not ran The EMC Documentum xPlore Administration Guide contains more information about this option Some special characters are treated as word boundaries such as in an email address For example a search for Karen emc com will find Karen and emc com To find the specific address enclose it in quotes like this KarenGemc com Related topics Chapter 8 Search for Content Search for global content page 111 Search within a space page 113 Import results into CenterStage When searching the entire site or extra sources you can find content outside of CenterStage spaces and import it to one of your spaces To import results 1 Perform a search as described in Search for global content page 111 2 Inthe Results area select one or more results 3 Right click and select Copy 4 Navigate to the location where you want to import the results 5 Right click and select Paste You can also import results by dragging and dropping them as described in Drag and drop items page 92 118 EMC Documentum CenterStage Version 1 2 SP1 User Guide Search for Content When you import a file you become the file owner and file creator The file import date is the file creation date CenterStage keeps the format of the original file based on the MIME type of the file If the file includes links to other files such as graphic files in HTML pages the
105. dit space settings page 53 and then select the Permissions tab Ifyou are either a space coordinator or participant open the Properties dialog box of the item as described in View or edit item properties page 102 and then select the Permissions tab Click View Permissions for Any Member In the Member permissions dialog box click 5 to search for individual members and groups In the search field at the top of the Choose Members dialog box type all or part of the member name group name or e mail address CenterStage lists all members and groups with names or e mail addresses that match the characters you type Select the member or group and click OK to display their permissions The effective member permission is the highest permission level either assigned directly to the member or through the roles a member has in a space EMC Documentum CenterStage Version 1 2 SP1 User Guide Permissions and Roles 6 Click Done Related topics Chapter 18 Permissions and Roles View or edit item permissions page 105 Add custom roles Only a space coordinator can add custom roles to a space and assign members to the new roles To add a custom role 1 Open space settings as described in View or edit space settings page 53 2 Select the Permissions tab 3 Click New Custom Role 4 Complete the Create Custom Role dialog box as follows Field Control Action Name Specify a role name that is unique among custom role na
106. e Has the same item type as a CenterStage space but is not created by CenterStage EMC Documentum CenterStage Version 1 2 SP1 User Guide Repositories Repository item Description Data table Has the type dmc datatable but is not controlled by CenterStage It works like a data table in a space but its schema fields and settings cannot be edited in CenterStage Repository data tables can be copied in the repository but new ones cannot be created there Individual entries cannot be created edited copied moved or deleted File Any item with the type dm document or a subtype of dm document You can import files to the repository and repository files work like files in a space Note CenterStage wikis blogs discussions data tables and their child items cannot be created moved or linked into repository locations Most actions that you can perform on CenterStage items you can also perform on repository items with the following exceptions There are no tagging controls for repository items Repository items have no Comments panel unless commenting is enabled for the item in the repository e You cannot save a repository item as a template Start Watching and Stop Watching are unavailable for repository items Subscribe is unavailable for repository items There are no settings for the versioning policies of repository documents However when you import a new version of a repository document you can specif
107. e edit state and any content that has been created but not yet saved Note A space template can only include files up to 5 MB in size If you create a template from a space containing any files larger than 5 MB those files are omitted from the resulting space template 242 EMC Documentum CenterStage Version 1 2 SP1 User Guide Related topics View or edit space settings page 53 Space template properties page 243 Manage space templates page 244 Templates Space template properties When creating a space template or changing its properties specify space template properties as follows Field Template name required Description Category Icon Keep the tags on content saved in the template This template is active Related topics Chapter 20 Templates Create a space template page 241 Action Type a name that is unique in the site Type an optional description for the template to appear in the template selector when you create a space Select an existing category or add a new category The new category is added to the list of space template categories and available for other space creators and for other space template creators Select an icon for the template Select the checkbox default to save tags Content included in a new space created from this template will initially have the same tags they had in the original space Clear the checkbox to discard tags Content included
108. e More menu For multiple items do either of the following Select multiple topics or items including topics right click and then select UJ Delete Select multiple topics and then select W Delete from the More menu Discussions Context On the topic page On the discussion home page e In Search view of a space or on a search tab In Tag view of a space Note Actions in the context of Search and Tag views apply to details S or thumbnails HR view only 2 In the Delete Discussion Topic dialog box click OK to confirm that you want to delete the selected topic and all of the associated attachments permanently from the discussion Related topics Chapter 14 Discussions EMC Documentum CenterStage Version 1 2 SP1 User Guide 179 Discussions 180 EMC Documentum CenterStage Version 1 2 SP1 User Guide Chapter 15 Data Tables This section is organized into the following topics Data tables Data table entries View a data table page 183 View a data table entry page 205 Organize the data table entries list page 185 Add an entry to a data table page 207 Search for data table entries page 186 Edit a data table entry page 207 Data table search filter page 186 View or edit data table entry properties page 208 Add a data table page 189 Delete a data table entry page 208 Configure data table fields and settings page 190 Import data table entries page 209 Dat
109. e Properties dialog box Related topics Chapter 20 Templates Create a space template page 241 Space template properties page 243 Create a content template To create and manage content templates for a particular space your CenterStage role must allow creation and management of wiki wiki page and data table templates see Modify permissions settings for roles page 231 Note Coordinators do not automatically have permission to create or manage content templates for a space See Create a content template page 244 244 EMC Documentum CenterStage Version 1 2 SP1 User Guide Templates To create a content template 1 Open the wiki page or data table that you want to save as a template 2 Select Save as Item Template from the Item Actions menu 3 Complete the Save as Template dialog box as appropriate See Content template properties page 245 4 Click Save template A template is created from the existing content The new template copies the following from the original content Current version of all attachments to which you have access Current version of pages in the wiki for a wiki only a data table template does not contain copies of the original entries For a data table template the new template also copies the following Default values in the schema Properties values Current version of attachments to which you have access The new template does not copy the following from the
110. e account A message is automatically sent to the new user inviting them to sign in For details on how an inline user signs in with a temporary password see Sign in page 16 The coordinator user manager can reset the password to another random password later as described in Member and group profile information page 219 Related topics Chapter 17 Space Membership Remove space members Only a space coordinator can remove members from a space To remove members from a space 1 2 3 4 222 Open space Members view as described in View space members page 217 Select the members to remove Click X Remove Confirm or cancel one of the following actions Remove the selected individual members Remove the selected groups Remove the selected combination of individual members and groups Remove the selected members except for members who belong to the space through a group not included in the selection EMC Documentum CenterStage Version 1 2 SP1 User Guide Space Membership The action you confirm or cancel depends on which members or groups you have selected If you remove a group CenterStage retains any members of that group who belong to the space independent of the group Related topics Chapter 17 Space Membership Search for members page 218 Member and group profile information page 219 Invite members to a space Once a space is created an invitation to join the space gives new or e
111. e entry there is no Import File tab in the Select an Item dialog box so you cannot import files in this way 4 Click OK to create the link or to put your changes into effect You can edit the link by doing one of the following Select the link and then click in the RTE toolbar Right click the link and then select Insert Image from the shortcut menu Related topics Rich text editing page 28 Rich text toolbars page 28 Insert an image or edit image properties page 32 Insert or modify a table page 34 Insert an image or edit image properties To insert or edit the properties of an image 1 Activate edit mode in a rich text widget by doing one of the following Edita wiki page and click in a rich text widget Edita data table entry and click in a rich text widget 2 In the RTE toolbar click The Image dialog box appears Complete or modify the dialog box according to the following steps 32 EMC Documentum CenterStage Version 1 2 SP1 User Guide CenterStage Basics 3 For Image specify a web address or click Select to either search for or import an image file into CenterStage as follows 7 To search for an image select the Search tab then select a range or scope in the Search in menu as follows Current page E current space E Only my favorite spaces amp 8 My spaces Q Entire site Q My recent items To import an image do the following Select the Import
112. e space and click Space Settings in the toolbar 2 The Space Settings dialog box includes the following tabs Space Settings tab General Content Policy Versions Permissions Invitations Help topic General space settings page 54 Content policy page 55 Space versioning policy page 56 Space permissions page 56 Default invitation text page 58 3 Configure space settings and then do one of the following Click Save to put all changes into effect and close the Space Settings dialog box Click Cancel to discard your changes and close the Space Settings dialog box Related topics Chapter 2 Spaces General space settings To view or edit general space settings 1 Open space settings as described in View or edit space settings page 53 2 Select the General tab 3 Complete or modify fields in the General tab as follows Field Name Description optional Icon Space access read only 54 Description Name of the space Text that appears in My Spaces Icon that appears on the space tab and in lists that include spaces Indicates whether the space is Public or Private This field is set when the space is created and cannot be changed thereafter EMC Documentum CenterStage Version 1 2 SP1 User Guide Spaces Related topics Chapter 2 Spaces Content policy The space or repository content policy is a set of rules that define the types of and the default property values for imported
113. e the page open for editing as described in Edit an item page page 127 Click and drag the header bar of a widget and drop it in a new location Related topics Chapter 11 Page Widgets Delete a widget To delete a widget from a page you must have the page open for editing as described in Edit an item page page 127 To delete a widget from a page 1 Give focus to the widget you want to delete 2 In the upper right corner of the widget header bar click amp 5 3 Confirm the deletion Related topics Chapter 11 Page Widgets Configure widgets To configure settings for widgets on a page the following conditions must be true You have Edit permission for the page The page layout can be changed e No other member has the page locked Only space coordinators can unlock a page locked by another member e You have the page open for editing See Edit an item page page 127 To configure a widget 1 Give focus by clicking or positioning the cursor over the widget you want to configure 2 Click in the upper right corner of the widget header bar 3 Inthe Settings dialog box configure the widget as described in one of the following topics Configure a column box widget page 140 Configure a group box widget page 140 Configure a contents widget page 141 Configure an image viewer widget page 142 EMC Documentum CenterStage Version 1 2 SP1 User Guide 139 Page Widgets Configure a document vi
114. e the width of a column Show or hide columns 22 Click in the toolbar Note If your application does not support thumbnails the items appear as icons Click L in the toolbar To scroll through the slides do any of the following Drag the slider left and right across the horizontal scrollbar Click the left and right arrows at the ends of the scrollbar Click in the scrollbar The slider moves in the direction of your click Click a slide to select it and bring it to the center of the scrollbar Click Bil in the toolbar Click the border of a column and drag it horizontally 1 Point to a column heading and then click 2 Onthe Columns submenu click to add a checkmark V fora column to show click to remove a checkmark for a column to hide EMC Documentum CenterStage Version 1 2 SP1 User Guide Task Sort rows by column values Navigate multiple pages of items Go to a specific page in a series of pages Refresh a list of items Table 5 Select items Task Select an item Select all items Select multiple adjacent items Select multiple nonadjacent items Deselect a selected item EMC Documentum CenterStage Version 1 2 SP1 User Guide CenterStage Basics Action In details view amp click a column heading To reverse the sorting order of rows in the grid click the column heading again To sort items by lock owner click the heading of first column
115. e top level of a space share the space permissions Descendant subfolders and files share the same permissions If you customize the permissions of a folder however the folder becomes a security container and no longer shares the space permissions Folders and files created in such a folder share the permissions of the security container unless their permissions are customized Any data tables discussions or wikis created in the security container get a copy of the folder s permissions Like other repository items permissions of folders created in a repository location are controlled by the repository and not by CenterStage Space members can see only their own permissions for repository items Related topics View or edit folder properties page 107 View or edit item permissions page 105 Chapter 15 Data Tables Chapter 16 Attachments 80 EMC Documentum CenterStage Version 1 2 SP1 User Guide Copy items Organize Content You can copy and paste any items for which you have at least Read permission in any location for which you have permission to add items To copy items 1 Select the items to copy and then do one of the following Right click and select Copy from the shortcut menu Select More gt E Copy on the page toolbar Drag the items Note To drag a data table entry you must click in the title field of an entry and then drag 2 Doone ofthe following to paste the item to a different locatio
116. e using the same procedures as for viewing items in a space The following topics describe how to open item pages Item page Help topic Space View a space page 49 Repository View a repository page 62 Folder View a folder page 69 File View a file page page 71 Discussion View a discussion page 173 Discussion topic View a discussion topic page 175 Blog View a blog page 163 Blog post View a blog post page 165 Wiki View a wiki page 153 Wiki page View a wiki page page 156 126 EMC Documentum CenterStage Version 1 2 SP1 User Guide Pages Item page Help topic Data table View a data table page 183 Data table entry View a data table entry page 205 These items include repository items of the same type Related topics e Chapter 10 Pages View or edit wiki page properties page 160 Editan item page page 127 Printa page page 128 Chapter 16 Attachments Edit an item page To edit a page an item home page wiki page discussion topic or blog post the following conditions must be true You have Edit permission for the page e You can change layout if the layout can be changed see Content template properties page 245 or there is at least one rich text widget on the page No other member has the page locked Only space coordinators can unlock a page locked by another member Note An item you have locked has a key symbol next to the icon an item locked by another member has a padlock
117. eaches beyond international boundaries with the station in place To find items containing the exact phrase in text enter International Space Station You cannot search for a double quotation mark because it is a special character Quotation marks cannot be used to match the exact case of a word If you do not use quotation marks you find items with variations of the words you type based on the root of the word For example if you search for mouse you may find items that also contain mice parentheses To override the order of search operations and specify that you want certain terms processed together use parentheses For example if you type knowledge and management or discovery the search locates items either with both knowledge and management or with discovery only However if you specify knowledge and management or discovery the search locates items with knowledge and either management or discovery Note Insert a space at the beginning and the end of any search string enclosed by parentheses for example A OR B asterisk With FAST use the operator to search for a word with zero or more unknown characters For example the search term c e can find words like cue cute cause and commensurate With xPlore the operator works only on whole words not parts of words For example a query for computer matches computer store or computer parts but not computers By default xPlore does not
118. ears if the field is empty when you save the entry Asingle or multiple line box with read only plain text Empty if there is no value Empty if there is no value Formatted text with fonts colors graphics and links Title required The title that appears in the header bar of the field This field is required When selected a value for the field is required for the entry If the field is the entry name field the checkbox is selected and disabled read only On the master page the rich text widget does not support images and links images and links can be added to individual entries however On the master page the rich text widget supports a maximum of 9 000 characters however there is no character limit on individual entries The field is populated with the initial value from the schema if any e f the field is required an error appears if the field is empty when you save the entry Inserting an image is the same as for any rich text widget as described in Rich text editing page 28 except that you can only import images from the local system or display images through their web address URL EMC Documentum CenterStage Version 1 2 SP1 User Guide ua Rich Text View mode Entries list mode E Informational Text Description Configuration options Entry master page mode Data entry mode View mode Entries list mode E 4 Number Description Configuration options
119. ee of a space or repository in Content view data table Right click the data table and select View Data Table from the shortcut menu Double click the data table icon 5 a Right click the data table and select View Data Table from the shortcut menu Select the data table and click View Data Table in the page toolbar EMC Documentum CenterStage Version 1 2 SP1 User Guide In the Content area of a space or repository in Content view In a folder In search results In Tag view of a space In Attachments view of a data table or the Attachments field if any of a data table entry in view mode In a Contents widget 183 Data Tables Action Pause the cursor over the data table icon amp B and then click View in the preview panel Click the name of the data table Click the data table Context In the content area of a space or repository in Content view n a folder n search results In Tag view of a space n Attachments view of a data table or the Attachments field if any of a data table entry in view mode Ina Contents or a Recent Activity widget In the following views of the My Community tab New in CenterStage All Recent Activity Recent Data Table Entries In the Recent activity area of a preview panel In the toolbar of the data table home page the More menu provides the following actions that you can perform on entries Action Share
120. either a copy of the space permissions if created at the top level of the space or the parent permissions if created in a folder or as an attachment to a data table or entry Related topics Chapter 15 Data Tables Configure data table fields and settings page 190 EMC Documentum CenterStage Version 1 2 SP1 User Guide 189 Data Tables View or edit data table properties page 204 View or edit item permissions page 105 Configure data table fields and settings To configure data table fields and settings the data table schema you must have Edit rights to the data table Changes to the data table schema are applied to all existing entries Only one person can configure the data table at a time No new entries can be added while the data table is being configured To edit data table fields and settings 1 Doone ofthe following e Insummary view of a data table select iso Configure Fields and Settings from the F Data Table Actions menu Right click a data table and select E Configure Fields and Settings from the shortcut menu The Fields amp Settings page opens 2 Configure fields and settings as follows Task Action Add field O 1 Inthe page toolbar click Add Fields to Data Table 2 Drag a widget and drop it onto the page or double click the widget If the widget is a type of data field with configuration options the configuration dialog box appears For information about data types and
121. elated topics e Chapter 10 Pages Editan item page page 127 e Rich text widget page 134 Rich text toolbars When you edit a page and a rich text widget has focus the following rich text editor RTE toolbar appears E source Use controls on the toolbar as follows 28 EMC Documentum CenterStage Version 1 2 SP1 User Guide Type Font style Text style Undo Redo Alignment Margins Lists Insert or edit EMC Documentum CenterStage Version 1 2 SP1 User Guide Tool vn J 2 ui une Sy CenterStage Basics Description Font family locale sensitive choices Font size Bold Italic Underline Strikethrough Text color Highlight color Undo Reverses actions in the rich text editor as supported by the browser Redo Repeats actions in the rich text editor as supported by the browser Left Center Right Moves the margin to the right Moves the margin to the left Bulleted list Numbered list Inserts a link Or if you have a link selected lets you edit or remove it See Insert or edit a link on a page page 30 Inserts an image Or if you have an image selected lets you edit image properties See Insert an image or edit image properties page 32 Displays commands for adding or modifying a table See Insert or modify a table page 34 Inserts a horizontal line 29 CenterStage Basics Type Tool Description Source Enables you to edit content
122. en select New gt Discussion In the content area right click a CenterStage container and then select Q New Discussion n Attachments view of a data table select Q New gt Discussion Inan Attachments field widget that has focus in a data table entry in view mode select New gt Discussion 3 The new discussion is created in the specified space and the home page appears in edit mode The layout of the discussion home page is fixed but you can modify the title and welcome message as needed 4 Doone ofthe following e To save the discussion and continue in edit mode click Save Draft To save the discussion and exit edit mode click Save To discard your changes and exit edit mode click Cancel As creator of the new discussion you are the default owner 174 EMC Documentum CenterStage Version 1 2 SP1 User Guide Discussion permissions Discussions The initial permissions of a new discussion are either a copy of the space permissions if created at the top level of the space or the parent permissions if created in a folder or as an attachment to a data table or entry Related topics Chapter 14 Discussions View or edit discussion properties page 175 e Add a discussion topic page 176 Chapter 18 Permissions and Roles View or edit discussion properties To view or edit discussion properties 1 Openthe Discussion Properties dialog box as described in View or edit item
123. en selected more than one value choice can be specified for the field Choices required Specify value choices one per line This field is required When selected a value for the field is required for the entry If the field is the entry title field the checkbox is selected and disabled read only With Members scope set to All members in the space use the member picker to make either a single or multiple member selection according to whether Allow multiple choices setting is on With Members scope rot set to All members in the space and a single selection is allowed select one of the following choices from the drop down list Blank default Select a member from the configured set of members listed in alphabetical order by display name With Members scope not set to All members in the space and a multiple selection is allowed select the appropriate checkboxes to choose members from the configured set EMC Documentum CenterStage Version 1 2 SP1 User Guide E Member List Data entry mode View mode Entries list mode EL Traffic Light Description Configuration options Entry master page mode EMC Documentum CenterStage Version 1 2 SP1 User Guide Data Tables of members listed in alphabetical order by display name Same as for entry master page mode except The field is populated with the initial value from the schema if any f the field is required
124. en the T3 New Page tab tab Click Browse to selecta 2 Type the name of the new file Click OK to import the selected file On the Link dialog box click Select On the Select an Item page select the file that you imported and then click OK On the Link dialog box the URL of the imported file appears in the Link to field and the name of the file appears in the Tip field page and then click OK On the Link dialog box the URL of the new page appears in the Link to field and the name of the page appears in the Tip field When you save the wiki page clicking the link either prompts you to create a page or opens the page once it is created When you import a file to link to the file is imported as an attachment to the item Note When editing a data table entry in a data table that has an attachment field in the schema you can use the Import File tab to import files The imported file is added to the attachment field of the entry EMC Documentum CenterStage Version 1 2 SP1 User Guide 31 CenterStage Basics To search for an item to link To import a file to link to Wikis only To create a new to page to link to the item appears in the Tip field When editing a data table entry in a data table that has no attachment field in the schema there is no Import File tab in the Select an Item dialog box so you cannot import files in this way When creating a new data tabl
125. enterStage Basics Action Do one of the following In your browser enter the space URL or select a bookmark to the space In CenterStage open an item belonging to the space The space tab opens and is displayed in front of any other open tabs On the My Community menu or tab click da My Spaces In the list of spaces do one of the following Click the name of a space Right click a space and then select View from the shortcut menu Pause the cursor over a space icon In the preview panel click View In the top toolbar click a My Spaces In the Spaces fly out panel click View all of my spaces Then in the 9 My Community tab click the name of a space Do one of the following In the view panel of the My Community tab click the repository amp 9 The community view of the repository displays the cabinets in the repository From the My Community menu in the top CenterStage toolbar select the repository BS The repository tab opens and displays Content view of the repository Navigate to a repository item by clicking it in a contents widget or in search results or by following a URL either by selecting bookmark clicking a hyperlink or entering a URL in your browser s address field 19 CenterStage Basics Task Action Open a favorite space Do one of the following Onthe My Community menu or tab click da My Spaces and then select e Only My Favorite
126. enterStage item pause the cursor over an item icon In the preview panel click the comments link The item page opens with the Comments area open at the bottom of the page Fora CenterStage item open the item page as described in View an item page page 126 At the bottom of the page click or click the Comments title to open the Comments panel e Fora repository item open the item page as described in View an item page page 126 At the bottom of the page and if the Allow comments checkbox is selected click or click the Comments title to open the Comments panel EMC Documentum CenterStage Version 1 2 SP1 User Guide 37 CenterStage Basics In the Comments panel comments appear with the following details Comments 1 B 1 new Add Comment andrea s heart guacamole 8 gla Reply to This V Edit Qj Delete Each comment shows an author name a timestamp and the body of the comment Comments are sorted with the most recent top level comments at the top Thetitle bar of the Comments panel displays the number of unread comments that were added since the last time you viewed the item comments An exclamation point marks each unread comment Direct replies are indented below the comment and are listed in chronological order Related topics Chapter 1 CenterStage Basics Comment on content page 37 e Add comments on content page 38 Reply to a comment page 39 Edit a comment page 40 Delete a
127. enterStage with no space specified in the URL e By selecting the My Community tab By selecting a command on the My Community menu in the top CenterStage toolbar except for the repository selection 9 which opens the local repository in Content view My Community page views You change page views in the My Community tab using either the view panel or the My Community menu in the top CenterStage toolbar Click or select one of the following 8 My Spaces All spaces to which you belong and have access rights This page appears the first ar time you sign in to CenterStage In the Favorite column ES indicates a favorite space New in CenterStage New spaces wikis blogs discussions and data tables e Items Iam Editing Items that you have locked for editing in all spaces to which you belong S All Recent Activity All items to which you have rights that have been modified within the past 30 days An item is modified if it has been added changed moved has had properties edited or for a discussion topic has been commented upon Recent activity is tracked for the following items Spaces Wikis blogs discussions and data tables Pages posts topics and data table entries Files Recent activity results display up to 100 items Note Selecting amp Repository name from the My Community menu opens the local repository in Content view The following pages display a subset of A
128. epository permissions of entry and attachments are affected 83 Organize Content Copied item Folder O File 84 Source location Space or repository Space or repository Target location Space e Space root e Folder e Data table tree node or Attachments view e Data table entry tree node or Attachments field Anywhere else in a space is not allowed e Space root Folder Wiki blog discussion or data table tree node or Attachments view of these Repository Folder cabinet room Data table tree node or Attachments view Data table entry tree node or Attachments field Anywhere else in the repository is not allowed Folder cabinet room Data table tree node or Attachments view Data table entry tree Results Folder and all descendants are copied Folder name is disambiguated if needed If folder is copied from a space to the repository controls for some features will be disabled If folder is copied from the repository to a space controls for some features will be enabled Any child links are copied as new items not links Permissions of folder and children may be affected File is copied File name is disambiguated if needed If file is copied from repository to space EMC Documentum CenterStage Version 1 2 SP1 User Guide Copied item Source location Target loca
129. epository item only if comments are allowed Tags if any CenterStage items only Summary of properties when added and by whom last changed and by whom and version number Content preview that you can enlarge to full screen mode supported file formats only To view a file page 1 2 Open a space as described in View a space page 49 or view a repository as described in View a repository page 62 Do one of the following Action Click the file Pause the cursor over the file icon and then click Preview and Comment in the preview panel EMC Documentum CenterStage Version 1 2 SP1 User Guide Context On the My Community tab in one of the following views 5 All Recent Activity view Recent Files view On the My Community tab in one of the following views 9 All Recent Activity view Recent Files view Inthe Content area of a space or repository in Content view n Attachments view n search results 71 Browse Content Action e Select the file and click Preview and Comment in the page toolbar Right click the file and select Preview and Comment from the shortcut menu Context Ina Contents or Recent Activity widget Inthe Content area of a space or repository in Content view n Attachments view n search results In Tag view of a space na Contents or Recent Activity widget Actions you can perform on a file page as
130. ersion 1 2 SP1 User Guide Modify Content View or edit item permissions page 105 Permission levels page 225 View or edit item permissions You view or edit permissions for an item on the Permissions tab of the Properties dialog box An item permission set also known as the access control list or ACL determines what actions that specific members groups and roles can perform on the item Members groups and roles listed on an ACL are the ACL accessors for the item For items in the content library of a space ACL accessors can include the standard roles of Coordinator and Participant the Content Owner custom roles in the space and explicitly added members and groups All accessors except for the Content Owner are optional and can be removed from the item ACL The same is true for the space ACL except that the Coordinator role cannot be removed The ACL assigned to an item determines the following The users groups and roles that can access the item The actions each user group and role can perform on the item You grant a member permission to an item in the following ways Add the member to a role either directly or as part of a group as described in Change member roles page 230 e Add a group containing the member to the item ACL e Add the member directly to the ACL Note The item owner a space coordinator or a member with at least Delete rights to the item can change the permissions for an item
131. escribed in View a blog page 163 and then click E Edit below the post to edit it View a post as described in View a blog post page 165 and then click EF Post Actions gt Edit Post Modify the content of the post as appropriate See Rich text editing page 28 Related topics e Chapter 13 Blogs View a blog post page 165 e Add a blog post page 167 View or edit post properties page 168 Delete a blog post page 169 Delete a blog post If you are a space coordinator or if you have Delete rights to the blog you can delete a blog post To delete a blog post 1 Doone ofthe following Action Context Click Delete below the title of the post On the blog home page Select Delete Post from the F Post Actions OF the post page menu For a single post do either of the following In Search view of a space or on a search tab Right click the post and select U Delete Post from the shortcut menu In Tag view of a space Select the post and then select W Delete Post from the More menu For multiple items do either of the following Select multiple posts or items including posts right click and then select W Delete Select multiple posts and then select W Delete from the More menu Note Actions in the context of Search and Tag views apply to details S or thumbnails HR view only EMC Documentum CenterStage Version 1 2 SP1 User Guide 169 Blogs 2 Inthe Delete Blog Post or Del
132. esults In Tag view of a space In search results In Tag view of a space Blogs Action Context Click the name of the post e In the following widgets Contents Recent Activity Recent Posts In the following views of the My Community tab New in CenterStage All Recent Activity Bl Recent Posts Click the post In the Recent Posts area of the preview panel for a blog For information about editing a blog post page see Edit an item page page 127 Related topics Chapter 13 Blogs e Add a blog post page 167 e View or edit post properties page 168 Edita post page 169 Delete a blog post page 169 Add a blog post You must have at least Create permission for the blog in which to add the post To add a post to a blog 1 Doone ofthe following e Ona blog home page click New Post in the Actions toolbar Right click a blog and select Sl New Post in this Blog from the shortcut menu in the following contexts In Content view of a space in the Content area displaying the root of the content library In the navigation tree Ina contents widget 2 The new post is created in the specified blog and appears in edit mode Modify the title and content as needed EMC Documentum CenterStage Version 1 2 SP1 User Guide 167 Blogs 3 Doone ofthe following Tosave the post and continue in edit mode click Save Draft Tosave the post and exit edit mode
133. ete Items dialog box click OK to confirm that you want to delete the selected post or posts and all of the associated attachments permanently Related topics e Chapter 13 Blogs View a blog post page 165 e Add a blog post page 167 View or edit post properties page 168 Edita post page 169 170 EMC Documentum CenterStage Version 1 2 SP1 User Guide Chapter 14 Discussions This section is organized into the following topics Discussions Discussion topics View a discussion page 173 View a discussion topic page 175 Add a discussion page 174 Add a discussion topic page 176 View or edit discussion properties page 175 View or edit topic properties page 177 Add a reply to a discussion topic page 178 Delete a discussion topic page 178 About discussions A discussion is an open ended conversation made up of topics Like blogs and wikis you can add a discussion at the top level of a space within a folder or as an attachment to a data table or if the schema allows it a data table entry Discussions cannot however contain nested folders or other containers such as as blogs or data tables You can subscribe to a discussion watch a discussion tag a discussion and share a discussion See the following topics for more information Subscribe to content page 74 e Watch content page 74 Chapter 9 Tags Share content page 41 Discussions are not created with templates and you cannot save
134. ete a comment if you are the author of a comment the owner of the item containing the comment or if you are a space coordinator To delete a comment 1 Open the item page as described in View an item page page 126 Note If the Comments area is hidden collapsed click A or click the Comments title to show it 2 Below the comment to delete click W Delete 3 Inresponse to the message that asks for your confirmation click Yes to continue with the deletion The comment and any replies to it are removed from the Comments area Related topics Chapter 1 CenterStage Basics Comment on content page 07 View comments on content page 37 e Add comments on content page 38 40 EMC Documentum CenterStage Version 1 2 SP1 User Guide CenterStage Basics Reply to a comment page 39 Edit a comment page 40 Collaborate with others CenterStage provides a variety of ways to collaborate with other members You can share content with and send e mail to other members or repository users as described in the following topics Share content page 41 Send e mail to members page 42 Share content To share content with other space or repository members you can send links through e mail To share content 1 Do one of the following Action Context Right click the item and select Share Item In the navigation tree of a space or repository from the shortcut menu in Content view n the Content area of a space
135. ew panel of the My Community tab The My Community menu in the top toolbar The bread crumb trail for repository items The Location facet on a global search results page The local repository does not appear as a search result nor does it appear in a content widget Repository items A repository item is not governed by a space and has no CenterStage roles in its permissions The primary location of a repository item is outside of a space though it can have links anywhere In contrast a CenterStage item is governed by a space and has CenterStage roles in its permissions The primary location of a CenterStage item is in a space though it can have links anywhere Repository items that you can access in CenterStage are as follows Repository item Cabinet Folder Room 60 Description A cabinet is a direct child of a repository It works like a folder but has a cabinet icon and a limited set of properties Further CenterStage users cannot create copy or delete cabinets Certain repository cabinets are inaccessible in CenterStage These include Resources e Spaces System Temp Templates On the repository page only the owner of a cabinet marked private can see it A home cabinet is the location associated with a given user account and appears among other cabinets for that user Any item with the type dm folder or a subtype of dm folder It works like a folder in a spac
136. ew the associated permissions Select to apply the current permissions to one of the following depending on the parent item e All items in this folder All posts in this blog All pages and attachments in this wiki All discussion topics and attachments in this discussion e All entries and attachments in this data table View or edit file properties To edit file properties you need at least Edit permission for the file To view file properties you need at least Read permission To view or edit file properties 1 Open the File Properties dialog box as described in View or edit item properties page 102 2 Onthe General tab modify the name of the file as appropriate 106 EMC Documentum CenterStage Version 1 2 SP1 User Guide Modify Content Note The space content policy determines the properties that appear See Content policy page 55 3 On the Version tab you can modify the version note for the current version or if allowed by space settings the version policy for the file See View or edit page or file version settings page 237 and Space versioning policy page 56 4 View or edit settings on the Permissions tab as described in View or edit item permissions page 105 5 Click OK to save your changes Related topics Chapter 7 Modify Content Chapter 18 Permissions and Roles Edita file page 99 View or edit folder properties To edit folder properties you need at least Edit perm
137. ew version history of a page the wiki home page or file page 234 Attachments view Shows the files attached to the View attachments to a page wiki home page page 213 All Pages view Shows a list of all pages inthe View all pages in a wiki page wiki 155 Organize wikis You organize wikis and wiki pages as you do other items in the content library manage properties and permissions copy cut paste the item or a link to the item drag and drop delete or share a wiki Related topics Copy items page 81 Move items page 87 Drag and drop items page 92 Paste items as links page 95 Delete items page 96 Share content page 41 View or edit item properties page 102 View or edit item permissions page 105 152 EMC Documentum CenterStage Version 1 2 SP1 User Guide Wikis View a wiki To view a wiki do one of the following Action Context az Inthe navigation tree of a space in Content view e Click the wiki icon amp or the name of the wiki 8 E Right click the wiki and select View Wiki from the shortcut menu e Double click the wiki icon I In the content area of a space in Content view e Right click the wiki and select View Wiki I a folder from the shortcut menu n search results e Select the wiki and click View Wiki in the mon In Tags view of a space page toolbar n Attachments view of a data table or in the Attachments field if any of a data table entry in
138. ewer widget page 143 Configure a popular tags widget page 145 Configure a tagged content widget page 145 Configure a feed widget page 146 Configure a recent activity widget page 147 Configure a recent spaces widget page 148 Related topics Chapter 11 Page Widgets Configure a column box widget To configure a column box widget 1 Complete the Settings dialog box for the column box widget as follows Field Description Number of columns Number of columns in the widget The minimum is two columns the maximum is four Title Name that appears in the header bar for the widget 2 Click OK Note If you add or remove a column by modifying the number of columns in the widget settings the column is added after the last or the last column is removed When a column is removed any widgets in it are moved to the next column When adding or removing a column all columns are resized Related topics Chapter 11 Page Widgets Column box widget page 134 Configure widgets page 139 Configure a group box widget To configure a group box widget 1 Complete the Settings dialog box for the group box widget by typing an optional name in the Title field The Title appears in the widget header bar 2 Click OK 140 EMC Documentum CenterStage Version 1 2 SP1 User Guide Related topics Chapter 11 Page Widgets e Group box widget page 135 Configure widgets page 139 Configure a contents widget To conf
139. explore CenterStage Table 1 page 17 Window controls e Table 2 page 17 My Community tab e Table 3 page 19 Navigate a space or the repository 16 EMC Documentum CenterStage Version 1 2 SP1 User Guide CenterStage Basics Table 4 page 22 View items Table 5 page 23 Select items Table 6 page 24 Customize how you access information Table 1 Window controls Task Action Resize an area of the CenterStage window To resize horizontally click and drag the dotted bar To resize vertically click and drag the dotted bar Show or hide an area of the CenterStage To hide a horizontal panel such as the window Comments area click To show a horizontal panel such as the Comments area click To hide a vertical panel such as the navigation tree click To show a vertical panel such as the navigation tree click gt Table 2 My Community tab Task Action Open the My Community tab At the left end of the tab bar click My Community If the My Community tab is not visible click until the tab appears Change your view in the My Community In the view panel of the My Community tab tab click one of the following E My Spaces All spaces to which you belong and have access rights In the Favorite column indicates a favorite space To list all of your spaces or only your favorite EMC Documentum CenterStage Version 1 2 SP1 User Guide 17 CenterStage Basics Task
140. f available custom icon for an external feed e tem article icon a CenterStage icon for a CenterStage item or a generic icon for articles in an external feed If you position the cursor over the icon a tooltip appears that displays the feed URL Click the icon to go to the home page of the feed or if none the URL of the feed itself Clicking an item in a CenterStage feed leads to that item Clicking an item in an external feed leads to a new browser window or tab for it Related topics Chapter 11 Page Widgets Configure a feed widget page 146 Recent activity widget The recent activity widget shows up to 100 items that have been added changed or commented on in a folder wiki blog discussion data table or the entire space In addition to the generic recent activity widget the types of recent activity widget are as follows e Recent files in space folder wiki blog discussion or data table Recent pages in space or wiki Recent posts in space or blog Recent topics in space or discussion Tip To refresh the list of recent items click in the widget footer To navigate through multiple pages of items use the page controls in the widget footer Related topics Chapter 11 Page Widgets Configure a recent activity widget page 147 EMC Documentum CenterStage Version 1 2 SP1 User Guide 137 Page Widgets Recent spaces widget The recent spaces widget shows up to 100 spaces that have been
141. field as described in View a data table entry page 205 2 In details E or thumbnails u view do one of the following Right click the attached item and select U Delete File from the shortcut menu Select one or more attached items and then select More gt Delete File from the page toolbar 3 Confirm the deletion All items in your selection that can be deleted are deleted Related topics Chapter 16 Attachments Chapter 15 Data Tables Chapter 10 Pages EMC Documentum CenterStage Version 1 2 SP1 User Guide 215 Attachments 216 EMC Documentum CenterStage Version 1 2 SP1 User Guide Chapter 17 Space Membership This section is organized into the following topics View space members page 217 Search for members page 218 View member profiles page 219 Member and group profile information page 219 e Add members to a private space page 220 Create new users to add to a space page 221 Remove space members page 222 Invite members to a space page 223 About membership Spaces have memberships that define who can access and contribute to the space Members of a space have different types of permissions depending on their member roles a Viewing members You can view all the members of a space by clicking in the view panel of a space tab Member groups Members can be part of a group that belongs to the space Member roles and permissions A member that belongs to a group can
142. ge 127 Rich text editing page 28 Page properties Pages have properties that determine their permissions and whether you can change the page layout for example add remove or move widgets See View or edit item properties page 102 and View or edit item permissions page 105 Home page header The header area of an item home page can include the following elements The name of the page read only When it was created read only and by whom an e mail link EMC Documentum CenterStage Version 1 2 SP1 User Guide 125 Pages e When it was last changed read only and by whom an e mail link e fitis locked for editing when read only and by whom an e mail link Version information if available read only Alink to the History page Page footer The footer area of an item page includes the following elements The Tags area Fora wiki links to Attachments History Home Page and All Pages views Forablog wiki or discussion links to Attachments History and Home Page views Fora data table links to Attachments and Home Page views Related topics Subscribe to content page 74 e Watch content page 74 Chapter 9 Tags Comment on content page 37 Share content page 41 e Print a page page 128 Chapter 20 Templates View an item page All items in CenterStage have pages to which you can navigate in order to view or perform actions on the item You view repository items in CenterStag
143. ge Owner Owns the page or document Content owners have Delete rights to the content they add An item of content can have only one owner at a time Regardless of what CenterStage permission level the Coordinator role has space coordinators always have the following Documentum permissions e Extended Delete e Change Owner e Change Permissions EMC Documentum CenterStage Version 1 2 SP1 User Guide 227 Permissions and Roles Change Location Change State Change Folder Links Browse to see an item even if the role is removed from the permissions for an individual item Note Coordinators do not automatically have permission to create or manage content templates for a space For information about Documentum permissions refer to EMC documentation on Documentum Administrator Related topics Chapter 18 Permissions and Roles Permission levels page 225 View member permissions page 228 Add custom roles page 229 Change member roles page 230 Modify permissions settings for roles page 231 Delete a custom role page 232 View or edit item permissions page 105 View member permissions You can view member permissions for a space or for an individual item in a space You can only view your own permissions for a repository item To 1 228 view member permissions Open the Permissions tab for a space or item in a space as follows Ifyou are a space coordinator open space settings as described in View or e
144. ge the permissions of items back to the permission settings of the space regardless of further permissions changes you make to those items 4 Click Save to put the permission changes into effect for the space Related topics Chapter 2 Spaces Chapter 18 Permissions and Roles EMC Documentum CenterStage Version 1 2 SP1 User Guide 57 Spaces Modify permissions settings for roles page 231 View or edit item permissions page 105 Default invitation text Space coordinators can customize the default content of the Invitation to join the space dialog box that appears when inviting members to a space To view or edit default invitation text 1 Open space settings as described in View or edit space settings page 53 2 Select the Invitations tab 3 Complete or modify the Invitations tab as follows Field Control Subject required Message Related topics Chapter 2 Spaces Invite members to a space page 223 58 Description Action The default text in the Subject line of the Invitation to join the space dialog box Include any of the following variables if you want the default Subject line to contain the specified output spaceName name of the space that contains the item spaceURL web address for the item The default text in the Message box of the Invitation to join the space dialog box Include any of the following variables if you want the default Message body to contain
145. have a role independent of the group role but cannot be independently removed from the space Related topics e Chapter 18 Permissions and Roles Change member roles page 230 Modify permissions settings for roles page 231 View space members To display the Members view open a space as described in View a space page 49 and then click a in the view panel of the space tab EMC Documentum CenterStage Version 1 2 SP1 User Guide 217 Space Membership If you are the space coordinator you can perform the following tasks Add members to a private space page 220 Remove space members page 222 Invite members to a space page 223 Change member roles page 230 All space members can perform the following tasks Search for members page 218 View member profiles page 219 Send e mail to members page 42 Related topics Chapter 17 Space Membership Search for members You can search for members in space Members view or in the Choose Members dialog box The Choose Members dialog box is displayed when you set permissions for an item share a link to an item or invite members to join a space for example To search for members 1 In the search field of the Choose Members dialog box type all or part of the member group name or e mail address CenterStage lists all members and groups with names or e mail addresses that match the characters you type 2 To select a member or group in the results l
146. he CenterStage notifications To ensure that all CenterStage session information is cleared from your browser memory close your browser The next time you sign in CenterStage opens to the space tab that was active when you signed out Related topics Chapter 1 CenterStage Basics e Sign in page 16 EMC Documentum CenterStage Version 1 2 SP1 User Guide 45 CenterStage Basics 46 EMC Documentum CenterStage Version 1 2 SP1 User Guide Chapter 2 Spaces This section is organized into the following topics View a space page 49 View a favorite space page 50 e Add a space to favorite spaces page 51 Remove a space from favorite spaces page 51 Content view of a space page 50 Close a space page 51 Create a new space page 52 Delete a space page 53 View or edit space settings page 53 About spaces A space is an online collection of content within which space members can access manage and share that content Spaces govern the content they contain The collection of all content in a space files folders wikis blogs discussions and data tables is the content library Members can browse or search the content library to discover content in a space Spaces have settings that define member permissions content policies and versioning policies Space coordinators manage space settings Space home page The space home page appears by default when you navigate to a space as described in View
147. he Permissions tab as follows Field Control Description Action For any role you can use the slider or edit role settings to specify the permission level for those members to have See Modify permissions settings for roles page 231 Slider or edit role Note If you set the permission level for a role to None the role remains defined in the space though it does not appear on the default ACL of items created in the space Such a role can still be added to an item ACL however In that case members in the role would have no access to the item On the other hand permissions are cumulative so if a member in a role set to none could have permissions to the space if they get it from another role The Content Owners role applies to any member who creates content in the space This role has no settings to modify but you can change the permission level New Custom Role To create a custom role see Add custom roles page 229 Xx To delete a custom role see Delete a custom role page 232 View Permissions for Any Member To see the space permissions for a given member see View member permissions page 228 Apply these settings to all items in the space This option changes current permissions for all items in the space to match the permission settings of the space However this option does not prevent later permission changes for those items When you save space settings this checkbox is cleared to ensure that you can chan
148. he item and then select More gt W Delete Item in the page toolbar Select multiple items and then select More W Delete in the page toolbar Organize Content Context In Content view of a space with the Content area displaying the root of the content library In Search view of a space or on a search tab In Attachments view In Content view of a space with the Content area displaying the root of the content library In Search view of a space or on a search tab In Attachments view Note Actions in the context of Content Search Tag and Attachments views apply to details or thumbnails view only In the Delete Item dialog box click OK to confirm that you want to delete the selected items and all of the associated attachments and versions permanently For multiple items select the checkbox labeled Delete these items and all children in them before clicking OK Related topics Chapter 6 Organize Content EMC Documentum CenterStage Version 1 2 SP1 User Guide 97 Organize Content 98 EMC Documentum CenterStage Version 1 2 SP1 User Guide Chapter 7 Modify Content You modify content by editing files topics posts pages or data table entries or by changing the properties and permissions for items as described in the following topics Edita file page 99 Editan item page page 127 Cancel editing page 100 Resume editing page 101 View or edit item properties page 102
149. hem with a comma The following characters are supported literal characters including English a z A Z and all international Unicode characters digits all currency symbols including dollar signs pound signs and euro signs spaces periods underscores hyphens and number signs All other characters are invalid in the Tags field Click Add to validate Clicka tag in the list of popular tags The tag appears in the Add tag field Click Add to validate Click the same tag in the list of popular tags a second time to remove it from the field Double click a tag in the list of popular tags 2 Click Close to hide the Add tag dialog box Related topics Chapter 9 Tags Remove a tag page 122 Remove a tag You need the appropriate rights to remove a tag on an item If the tag action is disabled contact the space coordinator to gain access To remove a tag 1 In the footer area of the item click Edit tags 2 Click next to the tag 3 Click Close to hide the Add tag dialog box When you remove a tag from an item it does not remove the tag from the space unless the tag was attached to this item only Related topics Chapter 9 Tags e Adda tag page 122 122 EMC Documentum CenterStage Version 1 2 SP1 User Guide Tags View tags for an item To view tags for an item 1 Doone ofthe following Right click the item and select View Item or for a file Preview
150. ield the checkbox is selected and disabled read only Shows one of the following A drop down list showing blank and user choices e A multi select box showing each choice on a single line Ctrl click to select or deselect multiple options for default selection Shows one of the following For a single selection choice field shows a drop down list with blank and user choices Select one Fora multi selection choice field shows a drop down with user choices Select one or more with Ctrl click or none The field is populated with the initial value from the schema if any f the field is required an error appears if the field is empty when you save the entry Shows the selected choice read only Multiple choices are comma separated If no selection the field is blank Same as in view mode List of space members 197 Data Tables E Member List Configuration options Entry master page mode 198 Title required The title that appears in the header bar of the field Members Select one of the following scopes All members in the space default Only these members When this option is selected use the member picker to select multiple members groups and roles Selected roles and groups themselves are choices not the members in them Custom roles display in the picker but not the built in roles of Coordinator and Participant e Allow multiple choices Wh
151. ify the title and content as needed If the template used to create the page allows layout changes you can add or remove widgets on the page 4 Doone of the following Tosave the page and continue in edit mode click Save Draft Tosave the page and exit edit mode click Save To discard your changes and exit edit mode click Cancel The new page and any attachments initially have the same permissions as the wiki in which it is created Related topics Chapter 12 Wikis View all pages in a wiki page 155 View a wiki page page 156 Delete a wiki page page 159 e Chapter 10 Pages Editan item page page 127 158 EMC Documentum CenterStage Version 1 2 SP1 User Guide Delete a wiki page Wikis If you are a space coordinator or if you have Delete rights to the page you can delete a wiki page To delete a wiki page 1 Doone ofthe following Action Select W Delete Page from the ES Page Actions menu For a single page do either of the following Right click the page and select W Delete Page Select the page and then select U Delete Page from the More menu For multiple items do either of the following Select multiple pages or items including pages right click and then select W Delete Select multiple pages and then select W Delete from the More menu Context On the wiki page e In All Pages view of a wiki In Search and filter view of a space or on a search tab
152. igure a contents widget Page Widgets 1 Complete the Settings dialog box for the contents widget as follows Field Control Show contents of EMC Documentum CenterStage Version 1 2 SP1 User Guide Description Action To select a source for the contents widget do the following Click Select 1 2 Complete the Select a folder or space to show dialog box as follows 3 On the Search in menu select a range or scope within which to search for a source Choices are as follows E current space E Only my favorite spaces B My spaces e Q Entire site es My recent items Optionally in the search field type a search string to locate a source item with a name that matches the string Up to 100 items are returned in the list If you cannot find the source item in the list try searching for it To choose a source item in the list either double click it or select it and click OK Tip To refresh the list of items click in the footer of the dialog box To navigate through multiple pages of items use the page controls in the footer 141 Page Widgets Field Control Description Action Number of items Number of items for the widget to display without paging The choices are as follows 5ata time e 10atatime 25atatime Widget title optional Name that appears in the header bar for the widget 2 Click OK Related topics Chapter 11 Page Widgets Contents widget page 135
153. iki is a collection of pages that multiple people can edit and that typically focuses on a particular subject Like blogs and discussions you can add a wiki at the top level of a space within a folder or as an attachment to a data table or if the schema allows it a data table entry Wikis cannot however contain nested folders or other containers such as blogs or data tables You can subscribe to a wiki watch a wiki tag a wiki comment on a wiki share a wiki and save it as a template See the following topics for more information e Subscribe to content page 74 e Watch content page 74 Chapter 9 Tags Comment on content page 37 Share content page 41 Chapter 20 Templates Wiki pages Within wikis are wiki pages In a wiki you can view edit create copy move and delete pages and view or edit wiki page properties For or more information see Chapter 10 Pages Page views of a wiki Wiki page views are as follows EMC Documentum CenterStage Version 1 2 SP1 User Guide 151 Wikis Page view Description Help topic Wiki home page The home page view of a wiki View a wiki page 153 shows Links to History view in the page header and footer Links to All Pages view in the page header and footer A link to Attachments view in the footer A Tags area A Comments area For information about editing the wiki home page see Edit an item page page 127 History view Shows the version history of Vi
154. in a new space created from this template will initially have no tags When active the template is available for creating new spaces in the site When inactive the template is unavailable for creating new spaces in the site Change the properties of a space template page 244 EMC Documentum CenterStage Version 1 2 SP1 User Guide 243 Templates Manage space templates Space templates are managed in the site wide templates area To manage space templates for a site you must have the dmc kw manage space templates role in the repository set by an administrator using Documentum Administrator To manage space templates click Id Templates in the top CenterStage toolbar In the site wide templates area you can copy paste rename delete and access properties for space templates To edit a space template create an instance of the space template modify it and then save the space as a template Related topics Chapter 20 Templates Create a space template page 241 Space template properties page 243 Change the properties of a space template page 244 Organize templates page 248 Change the properties of a space template To change the properties of a space template 1 Click Li Templates in the top CenterStage toolbar The list of site templates appears 2 Right click the template and select e Template Properties or select the template and select More 0 Template Properties 3 Modify the templat
155. ion 235 files 73 folder 69 member permissions 228 page attachments 213 page version 234 recently modified files 68 repository 62 repository members 63 repository settings 64 space 47 49 space members 217 space settings 53 topic 175 topic properties 177 version settings 237 wikis 153 W watch content start 74 stop 75 what s new in this release 15 widgets 131 add 138 attachments entry field 203 autonumber entry field 196 column box 134 260 configure 139 contents 135 data table entry 192 date entry field 200 delete 139 document viewer 136 feed 137 group box 135 history entry field 204 image viewer 135 informational text entry field 195 lifecycle entry field 202 move 139 number entry field 195 organize 138 page 125 page types 132 plain text entry field 193 popular tags 136 recent activity 137 recent spaces 138 rich text 134 rich text entry field 194 tagged content 136 traffic light entry field 199 yes no entry field 200 wiki template 244 wiki pages 125 wikis 151 add 154 add a page 157 delete a page 159 home page 153 page properties 160 properties 155 view 153 view a page 156 view all pages 155 Window controls 17 EMC Documentum CenterStage Version 1 2 SP1 User Guide
156. is required for the entry If the field is the entry name field the checkbox is selected and disabled read only A drop down list with the following choices Blank default Yes No Same as for entry master page mode except The field is populated with the initial value from the schema if any f the field is required an error appears if the None choice is selected when you save the entry Shows the selected choice read only If there is no selection the field is blank Same as for an entry page in view mode Calendar date EMC Documentum CenterStage Version 1 2 SP1 User Guide Data Tables Date Configuration options Title required The title that appears in the header bar of the field Initial date Choices are as follows Blank the default Date created automatic value Date created plus n days where n can be aninteger between 365 and 365 inclusive This is a due date When selected the specified value represents a deadline and the date field on the entry page has a checkbox labeled Completed which is empty unfinished by default Required When selected a value for the field is required for the entry Entry master page mode A standard date picker which is disabled if the initial date setting is Date created or Date created plus n days Dates are calculated and displayed according to the time zone of your local computer Completed chec
157. iscussion Data table Page Post Topic Data table Source location Space Space Repository Target location Space e Space root e Folder Data table tree node or Attachments view Data table entry tree node or Attachments field Anywhere else in a space is not allowed The corresponding parent item wiki blog or discussion Anywhere else in a space is not allowed e Space root Folder Data table tree node or Attachments view Data table entry tree node or Attachments field Anywhere else in a space is not allowed Repository Not allowed Not allowed Folder cabinet room Data table tree node or Attachments view Data table entry tree node or Attachments field Anywhere else in a repository is not allowed Results Item is moved Item name is disambiguated if needed Permissions of item children and attachments may be affected Item is moved Item name is disambiguated if needed Permissions of item and attachments may be affected Repository data table is moved Repository data table name is disambiguated if needed When moving to a space controls for comments tags subscribing and watching are enabled EMC Documentum CenterStage Version 1 2 SP1 User Guide Moved item Entry p Folder Source location Space or repository Space or repository Target location S
158. ission on the folder To view folder properties you need at least Read permission To view or edit folder properties 1 Open the Folder Properties dialog box as described in View or edit item properties page 102 2 Complete or modify the General tab as follows Field Action Name Modify the name of the folder Icon Click to display available folder icons and then click to select one of the icons Welcome Message optional Write a message that appears at the top of the folder page Type If available select a custom type of folder as needed If a custom type has mandatory properties then controls for those properties appear in the dialog box You cannot change the type of a folder once the folder is created 3 View or edit folder permissions on the Permissions tab as described in View or edit item permissions page 105 4 Click OK to save your changes EMC Documentum CenterStage Version 1 2 SP1 User Guide 107 Modify Content Related topics Chapter 7 Modify Content Rename an item To rename an item 1 Switch to details or thumbnails u view 2 Doone ofthe following Right click the item and select Rename from the shortcut menu e Select the item and then select Rename from the More menu 3 When the insertion point appears in the name box type to edit the name 4 To save your changes click outside of the name box Related topics Chapter 7 Modify Content 108 EMC Documentum CenterStage
159. ist click the name and then click Select To select multiple members Ctrl click to select non adjacent members or Shift click to select contiguous members Use the page controls at the bottom of the members list to view additional members 3 Click OK to select the members for the action you are performing Related topics Share content page 41 View or edit item permissions page 105 Chapter 17 Space Membership View space members page 217 View member profiles page 219 Remove space members page 222 Invite members to a space page 223 Send e mail to members page 42 Change member roles page 230 218 EMC Documentum CenterStage Version 1 2 SP1 User Guide Space Membership View member profiles 1 Open space Members view as described in View space members page 217 2 In Members view search for or select the member or group name 3 Click BB View to open the Member Profile dialog box which is described in Member and group profile information page 219 4 To close the Member Profile dialog box click Done Related topics Chapter 17 Space Membership Search for members page 218 Member and group profile information System administrators create users in the Documentum repository that coordinators can add to a space as described in Add members to a private space page 220 Space coordinators who are also user managers can create inline users to add to a space as described in Create new users
160. it item properties page 102 Subscribe to content page 74 Watch content page 74 Chapter 19 Versioning Chapter 21 Lifecycles View a file Browse Content To open a read only view of a file in its native application do one of the following Action Pause the cursor over the file icon In the preview panel click one of the following Fi Download File without plug ins Fi Open File with plug ins Double click the file icon Select the file In the page toolbar click either Download File or M Open File Pause the cursor over the file icon In the preview panel click either M Download File or M Open File Right click the file From the shortcut menu select either M Download File or Open File From the File Actions menu select either m Download File or M Open File Related topics View a file page page 71 Edit a file page 99 EMC Documentum CenterStage Version 1 2 SP1 User Guide Context On the My Community tab in one of the following views SIAI Recent Activity view Recent Files view In the Content area of a space or repository in Content view In Attachments view In History view In search results In Tag view of a space In a Contents or Recent Activity widget On a file page 73 Browse Content Subscribe to content You can subscribe to content and receive web feed notification when changes occur in a space blog wiki discussion folder data table tag
161. item properties page 102 2 Onthe General tab view or edit properties as follows Field Description Name A name for the wiki that is unique in the space Owner The member with Content Owner privileges to the wiki Click to change the owner of the wiki Template read only The name of the template used to create the wiki Layout type read only Whether the layout of the wiki home page can be changed The space content policy determines the properties that appear on the General tab See Content policy page 55 3 Onthe Permissions tab view or edit permissions as described in View or edit item permissions page 105 4 Onthe Version tab view or edit version settings as described in View or edit page or file version settings page 237 5 Click OK to save your changes Related topics Chapter 12 Wikis View all pages in a wiki The All Pages view shows all the pages in a wiki To display All Pages view do one of the following Select t Show All Pages in this Wiki action on the Wiki Actions or Page Actions menus Click the AII Pages in this Wiki link in the header or footer of the page Right click the wiki and select t Show All Pages in this Wiki from the shortcut menu EMC Documentum CenterStage Version 1 2 SP1 User Guide 155 Wikis In the toolbar of the wiki in All Pages view the More menu provides the following actions that you can perform on pages Action Help topic a Share Page Share c
162. items that contain the word Poetry but not Greece as well as documents that do not contain the word Greece FAST Poetry Greece finds items that contain either or both words Items that contain both words are ranked as having the highest relevance followed by items with one term or the other xPlore Poetry Greece finds items that contain both words Logical operators are case insensitive For example And or and Not are all valid ways to specify operators Logical operators are the same in all languages not localized You can string together multiple terms with the AND and OR operators The AND operator has precedence over the OR operator You can use the NOT operator after the AND or OR operator separated by a space ANDNOT is not an operator While you may use the NOT operator in front of a term to search for items that do not contain the specified term use this syntax cautiously since it can generate a large number of results For example NOT B locates items that do not contain the term B The following table describes the use of special characters in a search expression 116 EMC Documentum CenterStage Version 1 2 SP1 User Guide Search for Content Characters Description n double quotation marks To search for an exact phrase or word enclose it in double quotation marks For example typing International Space Station you might find an item that contains the sentence Space exploration r
163. k to the item drag and drop delete or share a blog Related topics 162 Copy items page 81 Move items page 87 Drag and drop items page 92 Paste items as links page 95 Delete items page 96 Share content page 41 View or edit item properties page 102 View or edit item permissions page 105 EMC Documentum CenterStage Version 1 2 SP1 User Guide Blogs View a blog To view a blog do one of the following Action Context In th igation t f in Content vi Click the blog icon or the name of the blog a OM CN nea Right click the blog and select View Blog from the shortcut menu Double click the blog icon n the Content area of a space or repository in Content view Right click the blog and select View Blog from the shortcut menu In a folder Select the blog and click View Blog in the M page toolbar n Tag view of a space n Attachments view of a data table or the Attachments field if any of a data table entry in view mode Ina Contents widget e Pause the cursor over the blog icon 9 ad In the content area of a space in Content view then click View in the preview panel e Ina folder e Click the name of the blog e In search results In Tag view of a space n Attachments view of a data table or the Attachments field if any of a data table entry in view mode na Contents or a Recent Activity widget In the following views of the My Communit
164. kbox shown only if This is a due date is selected Data entry mode Entry mode is the only place you can change the date except for setting a default date on the entry master page or change the Completed checkbox if it is enabled Works the same as for entry master page mode except The calendar picker is populated with initial values from the schema if any The Completed checkbox is enabled If the field is required an error appears if there is no selection when you save the entry EMC Documentum CenterStage Version 1 2 SP1 User Guide 201 Data Tables 8 Date View mode Entries list mode E Lifecycle Description 202 For the date shows read only date in the standard format Blank if no date When This is a due date is enabled text below the date shows either Not completed or a checkmark and Completed Shows the read only date in the standard format If the Completed checkbox is selected a checkmark appears before the date Blank if no date Using the lifecycle field you can apply a lifecycle to a data table Each entry can move between lifecycle states independently Upon changing the lifecycle attached to a table any existing entries will keep the previous lifecycle and state and only new entries will get the newly selected lifecycle and initial state When adding a lifecycle field after some entries have been created existing entries will not have a lifec
165. lected lifecycle Current State Shows the read only name of the state for the selected lifecycle Lifecycle state for an entry cannot be changed in data entry mode Lifecycle Read only name of the selected lifecycle e Current State Read only name of the state for the selected lifecycle Shows the selected lifecycle state read only The lifecycle state for an entry can be changed in the summary view using the More Lifecycle menu in the toolbar Attachments to the entry This field has no configuration options Read only message that attachments to entries can be added or removed only while viewing the entry view mode 203 Data Tables 4j Attachments Data entry mode View mode Entries list mode History Description Configuration options Entry master page mode Data entry mode View mode Entries list mode Related topics Chapter 15 Data Tables Disabled so that no attachments can be added or removed Same as Attachments view of a data table as described in View attachments to a page page 213 Does not appear in the entries list Change log for an entry This field has no configuration options Read only message that the history of entries will display in the field Changed when the change occurred Changed by who made the change Field which field changed Change Summary a summary of the change Read only datagrid with the following columns Same as d
166. les that have been checked out for editing are automatically checked in when the authoring application is closed EMC Documentum CenterStage Version 1 2 SP1 User Guide CenterStage Basics Without plug ins Using CenterStage without plug ins has the following effects e When importing files you use the file picker dialog box that is native to the browser which only allows selection of one file at a time The files from which to select are not filtered by file extension e CenterStage and operating system clipboards are separate you cannot copy and paste items between the local computer and CenterStage Files that have been checked out for editing must be manually checked in after closing the authoring application Related topics Chapter 1 CenterStage Basics Import files page 77 Install plug ins If your site is configured to allow CenterStage plug ins and if they have never been installed on your machine you can install them using your personal preferences To install CenterStage plug ins 1 Fromthe a Username menu in the CenterStage toolbar select My Preferences 2 Select the checkbox labeled Install Plug ins and then click OK to install and enable the plug ins Once plug ins are installed a checkbox labeled Use the CenterStage plug ins appears in the My Preferences dialog box e To disable installed plug ins clear the checkbox To enable installed plug ins select the checkbox Note The c
167. lick Add to Favorites in the toolbar of 8a My Spaces view e Right click the space tab and select X Add to Favorites from the shortcut menu Related topics My Community tab page 26 Chapter 2 Spaces View a favorite space page 50 Remove a space from favorite spaces page 51 Remove a space from favorite spaces To remove a space from favorites 1 Do one of the following nm My Spaces view of the My Community tab do one of the following Select one or more spaces right click and then select Remove from Favorites from the shortcut menu Select one or more spaces and then click Xr Remove from Favorites in the toolbar of a My Spaces view Right click the space tab and select Remove from Favorites from the shortcut menu Related topics My Community tab page 26 Chapter 2 Spaces View a favorite space page 50 Add a space to favorite spaces page 51 Close a space To close a space click 3 on the space tab EMC Documentum CenterStage Version 1 2 SP1 User Guide 51 Spaces Related topics Chapter 2 Spaces View a space page 49 Create a new space To create a new space you must have permission to add a space to the site which is separate from the role you have in CenterStage If you are unable to create a space contact your system administrator about adding you to the dce room creator role in the Documentum repository 1 In 83 My Spaces view of the My Community tab
168. ll Recent Activity view e Recent Pages All recent wiki pages e Recent Posts All recent blog posts e X Recent Topics All recent discussion topics e Recent Files All recent files Recent Data Table Entries All recent data table entries 26 EMC Documentum CenterStage Version 1 2 SP1 User Guide CenterStage Basics Related topics Chapter 1 CenterStage Basics Chapter 2 Spaces Chapter 3 Repositories Chapter 10 Pages Chapter 14 Discussions Chapter 12 Wikis Chapter 13 Blogs Chapter 15 Data Tables Preview panels A preview panel displays a detailed glimpse of an item without navigating away from your current page or from search results To display a preview panel pause the cursor over an item icon The preview panel shows the following A thumbnail image of the item Information about the item such as when it was last changed its size a list of recent items or the number of items contained in the item specific details depend on the item type Tags on the item if any Whether the item has any comments From the preview panel you can perform the following actions For a file click Preview and Comment to open the file page For a non file item click View to open the item page For a file do one of the following to view the file in its native application With no plug ins installed click M Download File With the plug ins installed click M Open File Click Edi
169. low the comment to which you want to reply click E Reply to This The Reply to comment dialog box opens 2 Write your reply 3 To save and post your reply click Post Your new reply is added to the Comments area indented below the comment to which you replied after any other replies that are already there Once the reply is posted you can modify it by clicking Edit To delete a reply click U Delete Related topics Chapter 1 CenterStage Basics Comment on content page 37 View comments on content page 37 e Add comments on content page 38 Edit a comment page 40 Delete a comment page 40 EMC Documentum CenterStage Version 1 2 SP1 User Guide 39 CenterStage Basics Edit a comment Only the author of a comment or a space coordinator can edit it To edit your own comment 1 Open the item page as described in View an item page page 126 Note If the Comments area is hidden collapsed click A or click the Comments title to show it 2 Below the comment to edit click d Edit The Edit comment dialog box opens 3 Edit the comment 4 To save and post your edited comment click Post Your edited comment replaces your original comment in the Comments area Related topics Chapter 1 CenterStage Basics Comment on content page 37 View comments on content page 37 e Add comments on content page 38 Reply to a comment page 39 Delete a comment page 40 Delete a comment You can del
170. m Editing in the My Community tab to see items you have locked for editing in all spaces to which you belong Related topics View a file page page 71 View a file page 73 Chapter 7 Modify Content Cancel editing page 100 Resume editing page 101 Cancel editing If you navigate away from a page you are editing CenterStage automatically saves a draft version of the page so you can cancel or resume editing later While you have an item locked a key symbol appears next to the item icon in a list of items You can discard any unsaved or draft version changes and release the editing lock so that others can edit it 100 EMC Documentum CenterStage Version 1 2 SP1 User Guide Modify Content To cancel editing for an item do one of the following Action Click Cancel Editing in the item toolbar Right click the item and select Cancel Editing from the shortcut menu Display the item preview panel and then click P Cancel Editing Related topics Chapter 7 Modify Content Resume editing page 101 Resume editing Context On an item page while the page is in edit mode On the My Community tab in items I am Editing view In the navigation tree in Content view of a space Inthe Content area of a space home page or a folder In the Results area of a space or a repository in Search view or on a search tab n Attachments view n a Contents widget On the My Communi
171. mbers eese nnn n n nnne nnne ennt ene sene 63 Create new users in a repository eeeseesssssseeeeee enne nnne eene nnne a enne 63 View or edit repository settings cesses nnn n e ene n nennen enne enne 64 Close A repository i oe de T RIETI RETRO Innos RES 64 Browse Content eere RE ra ht nn seen 67 Navigate content of a space or repository esses eee nene 67 View recently modified files eese eene eene 68 View a fold fis un 69 View atile pages 2 ses en Burg tage eave TR IRRE Sa an 71 b aller Enter 73 Subseribe to content 34 0 2 ee eS Ee ER XYPN RENS EVE KAEN ERES YE ss ungen ES teten 74 Watch content ei water lee sine sine s UR Yu sales 74 Stop watching content eese eene nn n nnn nnn nnn nennen enne eene eese 75 Add Content u re n c NS E EI RE ee ds 77 Importfle s ee orae peer roe ERE EXER VY RU QV nenn 77 Organize Content unseren nein ren 79 Addatolder 3 2 LE nemb 79 Copy itemse ish o bts dan e ed epa e rein iren Fo art pP Tas IUE 81 Moyeitems eek nike been 87 Drag anid drop items et Re PIRE Te EREE ink ed dead 92 Paste items as links eser eo ERE e eere Fete P paene Pes der PES Ve eden d 95 Delete items Sees ood ang Saad LIUM 96 Modify Content iden nex lane EN RH 99 Edita file nene en ee eee sees e eed use ch ERES RS Een 99 Cancel editing 100 Resu me editing eec et rem
172. mes in the space for example Approvers Authors or Finance Description The optional description appears with the role name in the Roles panel that opens when you add space members and assign them to roles and when you change roles for existing space members Permission level Set the permission level for the role People in this role can create and manage Select this checkbox to enable members in Wiki Page and Data Table templates this role to create and manage wiki and page templates See Create a content template page 244 5 Click Create role To add members to the new role go to the space member list and assign members Related topics Chapter 18 Permissions and Roles Change member roles page 230 Modify permissions settings for roles page 231 View space members page 217 e Space permissions page 56 View or edit item permissions page 105 EMC Documentum CenterStage Version 1 2 SP1 User Guide 229 Permissions and Roles Change member roles If you change the roles assigned to space members you also change their permissions Among space members only a coordinator can change member roles To change member roles 1 Open space Members view as described in View space members page 217 2 Doone ofthe following e Click 52 Change Role Search for or select the members and then click 5 Change Role Note If you want more information about a selected member before changing their role you can di
173. mode na Contents or a Recent Activity widget In the following views of the My Community tab New in CenterStage 9 All Recent Activity Recent Topics Click the discussion In the Recent activity area of a preview panel Note Actions in the context of Content Search Tag and Attachments views apply to details or thumbnails view only In the toolbar of the discussion home page the More menu provides the following actions that you can perform on topics EMC Documentum CenterStage Version 1 2 SP1 User Guide 173 Discussions Action Help topic Share Topic Share content page 41 S Rename Rename an item page 108 W Delete Topic Delete items page 96 Lifecycle Chapter 21 Lifecycles eo Topic Properties View or edit item properties page 102 Related topics Chapter 14 Discussions Add a discussion You can add a discussion at the top level of a space within a folder as an attachment to a data table or if the schema allows to a data table entry To add a discussion you must have at least Create permission for the location in which to create it To add a discussion 1 Open Content view of a space as described in Content view of a space page 50 2 Doone ofthe following Inthe page toolbar at the top level of a space or in a CenterStage container select O New Discussion Inthe navigation tree right click the top node of the space or a CenterStage container and th
174. ms page 81 Move items page 87 Paste items as links Create links to items to avoid needless duplication of information You can link to the following items Files or folders copied from any space in the current site Files not belonging to a space copied from the current repository Files copied from another repository regardless of whether it is from an existing space Existing links Links are permitted for files and folders from a space or the repository to a space or the repository Only a single folder or a single file can be linked at a time You cannot link a wiki or page blog or post discussion or topic data table or entry You can paste a link in any location for which you have permission to add items To paste a link 1 Select an item to copy and do one of the following Right click and select Copy from the shortcut menu Select More gt Bl Copy on the page toolbar e Drag the link 2 Ifyou copy with the Copy command do one of the following Select More gt Paste as Link on the page toolbar e Right click a space or folder in the tree and select Paste as Link The link is added as a child of the container Right click a blog discussion or wiki in the tree and select Paste as Link The item is added as an attachment to the item home page Drop the link A new link is created in the new location A copy of a link has a unique name among all other items in the new location If
175. n Right click and select Paste from the shortcut menu Select More gt Paste on the page toolbar You can copy items to the following locations Copied item Wiki QJ Blog Discussion Data table Source location Target location Space e Space root Folder Data table tree node or Attachments view Note While you cannot copy a data table into its own attachments area you can copy it into a container inside its own attachments area Data table entry tree node or Attachments field EMC Documentum CenterStage Version 1 2 SP1 User Guide Repository Not allowed Results tem and all descendants are copied tem name is disambiguated if needed Any child links are copied as new items not links Permissions of item children and attachments may be affected 81 Organize Content Copied item Page E Post Topic Data table 82 Source location Space Repository Target location Space Anywhere else in a space is not allowed The corresponding parent item wiki blog or discussion Anywhere else in a space is not allowed e Space root Folder Data table tree node or Attachments view Data table entry tree node or Attachments field Anywhere else in a space is not allowed Repository Not allowed e Folder Cabinet e Room Data table tree node or Attachments view Da
176. n available is i Make Current Note Performing View Version on the current version of a page in History view is the same as switching to regular page view 234 EMC Documentum CenterStage Version 1 2 SP1 User Guide Versioning Related topics Chapter 19 Versioning Make a version current page 235 View a version of a file To view a version of a file 1 Open History view as described in View version history of a page or file page 234 2 In History view do one of the following e Selecta file version and click lat Open Version on the page toolbar Right click a file version and select a Open Version from the shortcut menu Double click a file version Related topics Chapter 19 Versioning Make a version current page 235 Make a version current You can designate an older version of a page or file as the current version To make a version current 1 Doone ofthe following e Fora file or a page open History view as described in View version history of a page or file page 234 Fora page view a version of a page as described in View a version of a page page 234 2 Make a version the current version as follows For a file For a page Do one of the following Do one of the following In History view select a file version and In History view select a page version and click 55 Make Current on the page toolbar click 55 Make Current on the page toolbar In History view right cli
177. navailable for repository items 74 EMC Documentum CenterStage Version 1 2 SP1 User Guide Browse Content To start watching content 1 Openone of the following items Space home page e Discussion blog wiki or data table home page Discussion topic blog post wiki page or data table entry File page Folder page Tag page 2 Select Start Watching Item from the Item Actions menu You receive e mail notifications about content you are watching according to the frequency you specify in preferences given the following choices e As soon as the content is modified one e mail notification per item Ona daily basis one e mail notification per day that includes all changes for all items you are watching grouped by spaces Ona weekly basis one e mail notification per week that includes all changes for all items you are watching grouped by spaces To modify your preferences see Set personal preferences page 43 To start watching a space 1 Opena space V 2 Right click the space tab and select 55 Start Watching Space from the shortcut menu Related topics e Subscribe to content page 74 Stop watching content page 75 Search for global content page 111 Stop watching content When you choose to watch content you receive e mail notifications when changes occur in a space blog wiki discussion folder data table tag or file When you decide these notifications are no longer relevant you can
178. nd Roles Field Control Description Action Permission level Select the permission level that members in this role have for the space or the item People in this role can create and manage When this checkbox is selected members in Wiki Page and Data Table templates this role can create and manage wiki page and data table templates See Create a content template page 244 4 Click Save to apply the edited settings to the role and return to the Permissions tab Related topics e Space permissions page 56 e Chapter 18 Permissions and Roles Delete a custom role Only a space coordinator can remove a custom role To delete a custom role 1 Open space settings as described in View or edit space settings page 53 2 Select the Permissions tab Roles are listed in rows alphabetically 3 Click X in the row next to the custom role you want to delete 4 Inthe Delete Custom Role confirmation dialog box click OK to delete the named custom role from the space permanently You can no longer add members to the deleted role and you cannot add the role to the ACL for an item in the space Members belonging to the deleted role and no other role are removed from the space Members belonging to the deleted role and to at least one other role remain in the space but they no longer have the permissions granted by the deleted role Related topics e Space permissions page 56 View space members page 217 Chapter 18 Permission
179. nt page 74 Chapter 9 Tags Note Blogs are not created with templates and you cannot save a blog as a template Blog posts Within blogs are blog posts Posts typically have a particular subject or theme You can view edit create and delete posts and view or edit post properties Blog posts are pages that you can edit like other item pages For information about editing a post see Edit an item page page 127 Page views of a blog Blog page views are as follows EMC Documentum CenterStage Version 1 2 SP1 User Guide 161 Blogs Page view Description Blog home page The home page view of a blog shows The posts in the blog A rich text widget a Popular Tags widget and an Archives widget Links to History view in the page header and footer e A link to Attachments view in the footer A Tags area Because the layout is fixed you can edit the rich text but you cannot add remove or delete widgets on the blog home page For information about editing a blog home page see Edit an item page page 127 Help topic View a blog page 163 History view Shows the version history of View version history of a page the blog home page or file page 234 Attachments view Shows the files attached to the View attachments to a page blog home page page 213 Organize blogs You organize blogs as you do other items in the content library manage properties and permissions copy cut paste the item or a lin
180. nts and properties Comments Properties The versioning policy Permissions Wiki URL The wiki properties The versioning policy for the wiki Permissions Comments on the wiki home page e All versions of all attachments to the wiki home page e All versions of all pages in the wiki 91 Organize Content Item Included information Blog Same as for a wiki except that all blog posts are moved with the blog Discussion Same as for a wiki except that all discussion topics are moved with the discussion Data table Data table URL All data table entries Data table schema Column preferences for the summary view Filter status e All attachments to the data table and all their versions comments and properties Allentries in the data table and the change log for each entry if the History widget is part of the schema All attachments to entries and all their versions comments and properties The moved item inherits the name of the original item unless there is a naming conflict in the new location If the name conflicts with another item of the same type CenterStage appends to the item name the string copy copy 2 and so on Related topics Copy items page 81 Drag and drop items page 92 Drag and drop items You can copy and move files and other items by dragging and dropping them from one location to another You can also drag and drop items from or to nodes in the same navig
181. o find See Search for content by using filters page 113 and Select search filters page 115 Search results Content that matches your search criteria is listed in the Results area of the search page Results are displayed as they arrive you can modify the display to order them by score The score is only indicated when using a search expression The results that match the search expression better have three black bullets then two one or zero black bullets 110 EMC Documentum CenterStage Version 1 2 SP1 User Guide Search for Content In the Results area you can perform the same actions on CenterStage items that you can in any content area except for moving or copying items into the Results area Items that do not pertain to CenterStage spaces allow only a restricted list of possible actions You can import the results that correspond to non space content as described in Import results into CenterStage page 118 Some site items that are not available in CenterStage are dimmed With xPlore you can sort the results by column but only the first 150 results from the entire site that is not including results from the extra sources are sorted When you point to the icon of an item the preview panel appears Information in the preview panel helps you decide which items in search results are relevant to your needs The preview panel allows you to view a quick snapshot of an item without navigating away from your search results It is n
182. ocument viewer widget page 136 Configure widgets page 139 144 EMC Documentum CenterStage Version 1 2 SP1 User Guide Page Widgets Configure a popular tags widget To configure a popular tags widget 1 Complete Settings dialog box for the popular tags widget as follows Field Description Show Select the number of tags for the widget to display The choices are as follows e 5 Tags 10 Tags default choice e 25 Tags 45 Tags Widget title Name that appears in the header bar for the widget 2 Click OK Related topics Chapter 11 Page Widgets Chapter 9 Tags Configure widgets page 139 Configure a tagged content widget To configure a tagged content widget 1 Complete Settings dialog box for the tagged content widget as follows Field Description Show items tagged with all any 1 Select the operator between the tags of the following terms Any of the following tags default option all the items that match any of the tags are displayed All of the following tags only items that match all tags are displayed 2 Type the tags by separating them with commas EMC Documentum CenterStage Version 1 2 SP1 User Guide 145 Page Widgets Field Number of items Widget title 2 Click OK Related topics Chapter 11 Page Widgets Chapter 9 Tags Configure widgets page 139 Configure a feed widget To configure a feed widget Description 5atatime 10ata time default
183. ofthe following Action Context Select W Delete Entry from the E Entry On the entry page Actions menu For a single entry do either of the following On the data table home page Right click the entry and select W Delete Entry In Search and filter view of a space or on a search tab Select the entry and then select U Delete Tag vi f Entry from the More menu EL N ae For multiple items do either of the following Select multiple pages or items including entries right click and then select U Delete 208 EMC Documentum CenterStage Version 1 2 SP1 User Guide Data Tables Action Context Select multiple entries and then select UJ Delete from the More menu Note Actions in the context of Search and Tag views apply to details S or thumbnails HR view only 2 In the Delete Entry dialog box click OK to confirm that you want to delete the selected entry and all of the associated attachments permanently from the data table Related topics Chapter 15 Data Tables View a data table entry page 205 e Add an entry to a data table page 207 Import data table entries To import data table entries from a CSV file including CSV files from eRoom 7 x you must have at least Create permissions for the data table To import data table entries 1 On the data table home page select Import Entries from the F Data Table Actions menu The Import Data Table Entries dialog box wizard appears
184. olicies 55 content view 50 delete 53 general settings 54 home page 47 invitations 58 manage templates 244 members 42 217 223 navigate 19 open 49 permissions 56 remove a favorite 51 remove members 222 search 113 settings 53 versioning policy 56 view 49 view favorite 50 views 47 standard roles 226 stop a search 119 subscriptions 74 preferences 43 syntax for search 116 T tables edit 34 insert 34 tagged content EMC Documentum CenterStage Version 1 2 SP1 User Guide Index widget 136 tagged content widget configure 145 tags 121 add 122 for a space 123 for an item 123 remove 122 templates 241 activate 248 change space properties 244 content 241 244 content properties 245 247 copy 248 create 241 deactivate 248 delete 248 manage content 246 manage space 244 organize 248 overview 241 rename 248 share content 247 space 241 space properties 243 wiki pages 244 thumbnails view 22 topic add 176 delete 178 reply to 178 view 175 topics 171 properties 177 U user managers 63 221 users create new 63 221 V versioning 233 space policy 56 233 versions add 236 delete 238 history 234 259 Index make current 235 page 236 settings 237 view file 235 view page 234 view data table 183 data table entry 208 discussion 173 discussion properties 175 favorite space 50 file attachment 214 file page 71 file vers
185. on the left The sort order applies to all views of items details thumbnails and slides In the heading of the column by which the rows are sorted one of the following symbols appears e a indicates rows are sorted in ascending alphanumeric order indicates rows are sorted in descending alphanumeric order In the status bar at the bottom of a page do any of the following e Click to go to the next page Click to go to the previous page Click to go to the first page e Click to go to the last page In the status bar at the bottom of a page type a number in the page field and then press Enter In the status bar at the bottom of a page click C The icon rotates as the page updates Action Click the item Select the first item and then press Shift and click the last item Select the first item and then press Ctrl and click each additional item Press Ctrl and click the item 23 CenterStage Basics Table 6 Customize how you access information Task Help topics Specify favorite spaces e Add a space to favorite spaces page 51 Remove a space from favorite spaces page 51 Set personal preferences for subscriptions Set personal preferences page 43 plug ins and search Subscribe to content through a web feed Subscribe to content page 74 Set notifications watch for content changes Watch content page 74 Stop watching content page 75 Relate
186. oning About attachments Attachments are files attached to an item page For an item page you can view a list of file attachments view a particular attachment add an attachment or delete an attachment Attachments can have versions like all other files View attachments to a page To view page attachments 1 Open an item page as described in the following topics View a discussion page 173 View a discussion topic page 175 View a blog page 163 View a blog post page 165 View a wiki page 153 View a wiki page page 156 View a data table page 183 View a data table entry page 205 View attachments by doing one of the following On an item home page select Show Attachments from the Item Actions menu In the footer of an item home page click Attachments to this Item View the Attachments field of a data table entry if the schema for the data table includes an Attachments field EMC Documentum CenterStage Version 1 2 SP1 User Guide 213 Attachments In Attachments view or in an Attachments field you can switch to details thumbnails H or slides MP view show or hide columns in details view drag and drop files and import files In addition to files attachments to a data table or data table entry can include folders and data tables Actions you can perform in Attachments view or in an Attachments field are the same as the actions available on a folder page as described in View a folder page 69 No
187. ontent page 41 ax Cut Move items page 87 Copy Copy items page 81 Paste Rename Rename an item page 108 W Delete Page Delete items page 96 E Lifecycle Chapter 21 Lifecycles v Page Properties View or edit item properties page 102 Related topics e Chapter 12 Wikis e View a wiki page page 156 e Add a wiki page page 157 Delete a wiki page page 159 Chapter 10 Pages Editan item page page 127 View a wiki page To view a blog post do one of the following Action Context In the navigation tree of a space in Content view Click the page icon or the name of the with the parent wiki expanded page Right click the page and select View Page from the shortcut menu 156 EMC Documentum CenterStage Version 1 2 SP1 User Guide Action e Double click the page icon Right click the page and select View Page from the shortcut menu Select the page and click View Page in the page toolbar Wikis Context In All Pages view of a wiki In search results In Tag view of a space In All Pages view of a wiki Pause the cursor over the page icon H and then click View in the preview panel Click the name of the page Click the page In search results In Tag view of a space In the following widgets Recent Activity Recent Pages In the following views of the My Community tab New in CenterStage 9 All Recent A
188. ontent transfer plug in is available for both the Windows and Mac OS X operating systems The plug in component that facilitates checking in a document being edited when it is closed is available for the Windows operating system only The desktop copy paste ActiveX control is available for the Internet Explorer browser only Multi file import requires Java The minimum required version for Java depends on the operating system and the browser being used When the plug ins cannot be installed due to an incompatible Java version the member Preferences dialog box displays help text that describes the problem and provides a link to a website from which you can download the latest version of Java Related topics Chapter 1 CenterStage Basics About CenterStage plug ins page 24 Set personal preferences page 43 Import files page 77 EMC Documentum CenterStage Version 1 2 SP1 User Guide 25 CenterStage Basics My Community tab The 9 My Community tab is where you can view recent activity from all your spaces You can see the changes other people make your own changes and the changes other people make to your content The My Community tab is automatically created as part of the installation process It is not a space and cannot be renamed deleted subscribed to or saved as a template It does not contain content or appear in lists of spaces You get to the My Community tab in the following ways e By signing in to C
189. or participant open the item Properties dialog box as described in View or edit item properties page 102 and then select the Permissions tab 2 Onthe Permissions tab roles are listed in rows alphabetically The following controls appear Control Description Drag the slider to select the permission level for the role J Select to allow members with Read permission to comment on content in this space The checkbox is blank and disabled for the None permission level and selected and disabled for permission levels above Read 5 Click to edit settings for all but the Content Owners role Note This control is only visible to coordinators in space settings x Click to delete a role You can delete any role except Coordinators and Content Owners 3 To edit settings for a particular role click in the row and complete the Edit Role dialog box as follows Field Control Description Action Name For custom roles only edit the name so that it is unique among custom role names in the space Description For custom roles only add or modify text that describes the role This description appears in the following places With the role name in the Roles panel that appears when you assign members to roles When you change roles for existing space members Intooltip text when you position the cursor over a role name in a permissions table EMC Documentum CenterStage Version 1 2 SP1 User Guide 231 Permissions a
190. or repository in Content view n search results Select the item and select More gt 2 Share Item In the Content area of a space or repository in the page toolbar in Content view n search results Select Share Item from the Actions toolbar When viewing the item 2 Complete the Share a Link by e mail dialog box as follows Field Description Action To To add members as recipients of your e mail do the following 1 Click 4 2 To search for one or more members type all or part of the member or group name or e mail address in the search box at the top of the Choose Members dialog box EMC Documentum CenterStage Version 1 2 SP1 User Guide 41 CenterStage Basics Field Description Action CenterStage lists all members and groups with names or e mail addresses that match the characters you type or all members if you leave the search box empty 3 Select a member or a group and click Select To select multiple members Ctrl click to select nonadjacent members or Shift click to select contiguous members Use the page controls at the bottom of the members list to view additional members 4 Click OK to validate and return to the Share a Link by e mail dialog box Subject The field is populated with CenterStage alert item name You can modify it if necessary Message The field is populated with the link You can modify the message using the rich text editor as described in Rich text widget page 134 3
191. ord Read only field The password is generated automatically 4 Click Create Account to create the new user in the repository New users appear in the list of members in all public spaces in the repository but without the roles from any spaces Related topics Chapter 3 Repositories Chapter 17 Space Membership View or edit repository settings The control to view or edit repository settings Repository Settings is visible only to site administrators with superuser privileges To view or edit repository settings 1 Right click the repository tab and select Repository Settings from the shortcut menu The Repository Settings dialog box displays the Content Policy tab only CenterStage uses a single content policy for an entire repository An administrator can customize the content policy separately from all other policies 2 Since defining content policies for a repository is the same as for a space complete the Content Policy tab as described in the procedure To view or edit space content policy in Content policy page 55 3 Doone ofthe following Click Save to put content policy changes into effect and close the Repository Settings dialog box Click Cancel to discard your changes and close the Repository Settings dialog box Related topics e Chapter 3 Repositories Close a repository To close a repository click amp on the repository tab 64 EMC Documentum CenterStage Version 1 2 SP1 User Guide
192. ot available on results from extra sources You can perform actions on an item such as e Viewing the file itself b Open File Viewing the file page Preview and Comment Editing the file Edit Search for global content You can search globally for content in a site by specifying a search expression only filtered search only or a combination of both To search globally for content 1 Type an expression in the search box ES in the top CenterStage toolbar The syntax for search expressions is described in Search expression syntax page 116 The Search fly out panel is displayed which allows you to specify search criteria 2 In the Search fly out panel select the scope of the search from the following options Ifyou select Search in CenterStage you can select one of the following scopes B My spaces the default scope x My favorite spaces if any The search does not return results if no favorites spaces are defined or fails if you have defined more than 70 favorite spaces W Entire site All content in the site repository is searched either in CenterStage or out of CenterStage In this way you can search cabinets other than the CenterStage cabinet e If external sources have been configured you can also select Search in my extra sources Be To know which sources will be used for the search point to the icon the list of selected extra sources is displayed To modify the list of
193. pace Not allowed e Space root Folder Data table tree node or Attachments view Data table entry tree node or Attachments field Anywhere else in a space is not allowed EMC Documentum CenterStage Version 1 2 SP1 User Guide Repository Not allowed Folder cabinet room Data table tree node or Attachments view Data table entry tree node or Attachments field Anywhere else in the repository is not allowed Organize Content Results for all moved items Permissions of repository data table children and attachments are affected either by default space creation rules or by repository rules Folder is moved Folder name is disambiguated if needed If folder is moved from a space to the repository controls for some features will be disabled If folder is moved from the repository to a space controls for some features will be enabled Permissions of folder and 89 Organize Content Moved item F File Source location Space or repository Target location Space e Space root Folder Wiki blog discussion or data table tree node or Attachments view of these Page post topic tree node or Attachments view of these Data table entry tree node or Attachments field Anywhere else in a space is not allowed Repository Folder cabinet room Data table tree node or Attachments
194. paces only discussion spaces only data table data table entry n the Content area click the name of an item nthe Content area double click an item icon Clickalink in the breadcrumbs Each element in the breadcrumbs is a link to the named page Breadcrumbs update to show current page including the name of a file page Fora space click the name of the space to go to the space home page Click Content to go to the root level of the content library For the repository click the name of the repository to go to the root level of the repository Show or hide child items in a container In Content view of a space or repository do one of the following in the navigation tree Click to expand the container cabinet room folder wiki blog discussion data table or data table entry to show the child items Click to collapse the container to hide the child items EMC Documentum CenterStage Version 1 2 SP1 User Guide 21 CenterStage Basics Table 4 View items Task Action Display items as thumbnails in the following contexts Content view of a space or repository Container cabinet room or folder Search results Attachments view or the attachments area of a data table or data table entry Tag view e Items I am Editing view of the My Community tab Display items as a series of slides Display items in a grid with rows sorted by column details Resiz
195. page 26 Page widget types page 132 Search within a space page 113 68 Action Go to any page containing a recent activity widget Do the following 1 Select the My Community tab 2 Select Recent Files Use BJ Subscribe or Start Watching on the container that the files are in Go to amp Items I am Editing in the My Community tab Go to the Search view of a space and select all the formats you want in the Format category EMC Documentum CenterStage Version 1 2 SP1 User Guide Browse Content View a folder A folder page displays the contents of a folder a welcome message folder tags space folders only and folder comments for repository folders if comments are allowed To view a folder page do one of the following Action Context Click the folder name In the content area of a space or repository in Content view Pause the cursor over the folder icon and then click View in the preview panel n Attachments view of a data table or in the Attachments field if any of a data table entry in view mode In search results In Tag view of a space Ina Contents or Recent Activity widget 5 All Recent Activity view on the My Community tab Double click the folder icon n the content area of a space or repository in Content view n Attachments view of a data table or in the Attachments field if any of a data table entry in view mode In search results
196. pears 2 Complete table properties as follows Rows and Columns Specify the number of rows and columns for the table Headers Select the area of the table to style as a header either First Row First Column Both or None Border size Specify the size of the border in pixels Alignment Select a horizontal alignment for the table either not set Left Center or Right Width Specify the width of the table in percent or pixels Cell spacing Specify the spacing between cells in pixels Cell padding Specify the padding within cells in pixels 3 Click OK to insert the table 34 EMC Documentum CenterStage Version 1 2 SP1 User Guide Task Edit table properties Delete a table Modify the number of cells in a table Modify cell properties EMC Documentum CenterStage Version 1 2 SP1 User Guide CenterStage Basics Action 1 Double click a table or right click in a table and then select Table Properties from the shortcut menu The Table Properties dialog box appears Modify table properties as appropriate Table properties are the same as for inserting a table except the values for Rows and Columns are read only Click OK to put your changes into effect Note To resize table width and height you can select the table and then drag the handles that appear on the sides and corners of the table Right click in a table and select Delete Table from the shor
197. pplication servers RDBMS and Sun JRE 6 0 Also CenterStage 1 2 SP1 is certified with several Documentum 6 7 applications CenterStage now supports IBM Tivoli Access Manager for e business WebSEAL WebSEAL is a high performance multi threaded web server that applies fine grained security policy to a protected network WebSEAL incorporates back end web application server resources into its security policy and can provide single sign on SSO solutions WebSEAL acts as a reverse web proxy by receiving HTTP or HTTPS requests from a web browser and delivering content from its own web server or from back end web application servers Requests passing through WebSEAL are evaluated by its own authorization service to determine whether the user is authorized to access the requested resource See CenterStage Version 1 2 SP1 Release Notes for information about configuring CenterStage to enable WebSEAL authentication If your administrator has configured SSO in your environment you may be signed in automatically when you point your browser to CenterStage The rich text editor has been improved for this release EMC Documentum CenterStage Version 1 2 SP1 User Guide 15 CenterStage Basics Related topics Chapter 1 CenterStage Basics Sign in Access to CenterStage varies depending on the authentication method configured by your administrator In some cases you are signed in automatically when you point your browser to CenterStage because
198. ptions EMC Documentum CenterStage Version 1 2 SP1 User Guide Entry master page mode Data Tables Text with no rich text formatting Title required The title that appears in the header bar of the field Character Limit required The number of characters that can be entered into the field The default is 80 and the range is 1 255 inclusive Note When you initially create a data table the character limit for a plain text field must be at least 80 characters To define a plain text field with a lower character limit delete the initial plain text field and create a new one In this case the minimum can be any number you specify Multiple lines When selected the entry field is five lines tall with a scrollbar if necessary Otherwise the field is one line tall This field is required When selected a value for the field is required for the entry If the field is the entry name field the checkbox is selected and disabled read only A single or multi line text box according to whether Multiple lines is selected 193 Data Tables 1E Plain Text Data entry mode View mode Entries list mode ua Rich Text Description Configuration options Entry master page mode Data entry mode 194 Asingle or multi line text box according to whether Multiple lines is selected The field is populated with the initial value from the schema if any f the field is required an error app
199. py cut paste the item or a link to the item drag and drop delete or share a discussion Related topics Copy items page 81 Move items page 87 Drag and drop items page 92 Paste items as links page 95 Delete items page 96 Share content page 41 View or edit item properties page 102 View or edit item permissions page 105 172 EMC Documentum CenterStage Version 1 2 SP1 User Guide Discussions View a discussion To view a discussion do one of the following Action Context Click the discussion icon or the name of the 1 the navigation tree of a space in Content view discussion v Double dick th discussionicon In the content area of a space in Content view Right click the discussion and select 9 View In a folder Discussion from the shortcut menu n search results Select the discussion and click View n Ta i f a spac Discussion in the page toolbar n Tag view of a space n Attachments view of a data table or in the Attachments field if any of a data table entry in view mode Ina Contents widget z e i i e Pause the cursor over the discussion icon ANI In the content area of a space in Content view and then click View in the preview panel s uatoldsr Click the name of the discussion o Inreearchoresufts n Tag view of a space n Attachments view of a data table or the Attachments field if any of a data table entry in view
200. r the layout of the page can be changed The space content policy determines the properties that appear on the General tab See Content policy page 55 On the Permissions tab view or edit page permissions as described in View or edit item permissions page 105 On the Versions tab view or edit versions settings for the page as described in View or edit page or file version settings page 237 Click OK to save your changes Related topics 160 Chapter 10 Pages EMC Documentum CenterStage Version 1 2 SP1 User Guide Chapter 13 Blogs This section is organized into the following topics Blogs Blog posts View a blog page 163 View a blog post page 165 Add a blog page 164 Add a blog post page 167 View or edit blog properties page 165 View or edit post properties page 168 Edit a post page 169 Delete a blog post page 169 About blogs A blog is a series of articles posts in reverse chronological order most recent first by one or more authors Like wikis and discussions you can add a blog at the top level of a space within a folder or as an attachment to a data table or if the schema allows it a data table entry Blogs cannot however have nested folders or contain other top level items You can attach files to a blog subscribe to a blog watch a blog and tag a blog See the following topics for more information Chapter 16 Attachments e Subscribe to content page 74 e Watch conte
201. re widgets page 139 Configure a recent activity widget The recent activity widget shows content that has been added changed or commented on within a specified scope space folder wiki blog or discussion This procedure is the same for the following types of widget e Recent files in space folder wiki blog discussion or data table Recent pages in space or wiki Recent posts in space or blog Recent topics in space or discussion To configure a recent activity widget 1 Add a recent activity widget to a page as described in Add a widget page 138 2 Click in the upper right corner of the widget header bar 3 Complete the Settings dialog box for a recent activity widget as follows EMC Documentum CenterStage Version 1 2 SP1 User Guide 147 Page Widgets Field Control Description Action Show recent activity in Select a source for the recent activity widget as follows 1 Click Select 2 Complete the Select an item to watch dialog box as follows 3 Onthe Search in menu select a range or scope within which to search for recent activity Choices are as follows E current space x i amp Only my favorite spaces amp 3 My spaces e Q Entire site c QG My recent items 4 Optionally in the search field type a search string to locate a source with a name that matches the string 5 To choose a source in the list either double click it or select it and click OK Number of items
202. repository have properties Spaces files folders wikis blogs discussions data tables pages posts topics and data table entries e Repository cabinets rooms folders files Space coordinators the owner of the item or members with at least Edit permission to the item can edit item properties To view item properties you need at least Read permission To open the Properties dialog box for an item do one of the following 102 EMC Documentum CenterStage Version 1 2 SP1 User Guide Action Right click the item and select Item Properties from the shortcut menu Modify Content Context Select Item Properties from the Item Actions menu EMC Documentum CenterStage Version 1 2 SP1 User Guide In the navigation tree in Content view of a space In the Content area of a space home page or a folder In the Results area of aspace or a repository in Search and filter view or on a search tab In Attachments view In All pages view of a wiki for wiki pages In the list of topics on a discussion home page In the list of entries on a data table home page On the My Community tab in one of the following views 9 New in CenterStage Items I am Editing S AII Recent Activity c Recent Pages El Recent Posts Recent Topics Recent Files Recent Data Table Entries On an item page as described in View an item page page 126 On the My Community tab in one
203. rivate space page 220 Chapter 18 Permissions and Roles Delete a space Among the members of a space only a space coordinator can delete a space Deleting a space deletes any content that is not linked to another space and deletes the custom roles of a space To delete a space 1 2 3 4 Open the space Right click the space tab and select W Delete from the shortcut menu Select the checkbox labeled Delete the space and all of the content in it Click Delete this space to confirm that you want to delete the space and its content permanently The space is deleted Any content that is linked to another space is not deleted in the other space The members of the space are not deleted from the repository Related topics Chapter 2 Spaces View or edit space settings The control to view or edit space settings amp F Space Settings is visible to space coordinators only To view or edit space settings 1 Open space settings by doing one of the following e Right click the space tab and select amp Space Settings from the shortcut menu In home page view of the space select k4 Space Actions gt Space Settings EMC Documentum CenterStage Version 1 2 SP1 User Guide 53 Spaces In Members view of a space click Space Settings in the page toolbar h My Spaces view of the My Community tab do one of the following Click in the first column of the row that lists the space Select th
204. rnance and compliance demands transparently to the user Protect information from the core to the edge e Policy centric information management and comprehensive audit control Provides modern collaboration document management and advanced search and discovery functions Collaboration team Content management Advanced search and workspaces discovery Configurable space Access controls Full text search composition Basic library services Guided navigation Community context recent activity Lifecycles Federated search Wikis blogs discussion Workspace and wiki forums RSS feeds tagging templates Comments on documents e Standalone data tables About spaces A space is an online collection of content within which space members can collaborate by accessing managing and sharing that content Spaces govern the content they contain Members can browse or search the content library to discover content in a space Spaces have settings that allow coordinators to define member permissions content policies and versioning policies For information about spaces and types of content in a space in addition to files and folders see the following topics e Chapter 2 Spaces Chapter 12 Wikis Chapter 13 Blogs e Chapter 14 Discussions e Chapter 15 Data Tables About the content library The content library is the collection of all the content in a space files folders wikis blogs discussions and data
205. rs sort values in order of decreasing frequency The Changed and Topic filters however sort values in chronological and ranking order respectively EMC Documentum CenterStage Version 1 2 SP1 User Guide 113 Search for Content 3 Tosee more values for one filter click More to open the full view of all filter values e xPlore displays the More link only when more than eight values are available for a filter More view displays all filter values with matching results sorted in alphanumeric order e FAST displays all filter values including values with no matching results sorted in alphanumeric order You can Navigate through the pages to find a value Sort the values in alphanumerical order either ascending or descending Or you can sort by frequency The frequency order does not apply to the Topic filter For the filters Location Format and Place in text you can group values by type Grouping locations brings together items in favorite spaces items from extra sources and other items in the Documentum repository for items that are in the site but out of CenterStage Grouping formats brings together CenterStage objects such as wikis or blogs and files according to their format Grouping place names found in the text brings together the city names with their respective countries The name of the country appears first followed by the name of all the cities found for this country Select any number of value
206. ry groups if any to which the member belongs in alphabetical order Member roles are excluded from this list Click Done to close the Member Profile dialog box unless you are a space coordinator and a user manager In that case and if you select the Replace this password and send new credentials or modify the e mail field click Save to save your changes or Cancel to discard them and close the dialog box The Group Profile dialog box displays profile information about groups Field Name Owner Email Description Administrator Group Source Groups Related topics Chapter 17 Space Membership Description The group repository name The name of the group owner The group e mail address The group description optional The name of the group administrator The means by which the group is a part of the space visible to space coordinators only A list of the repository groups if any to which the group belongs in alphabetical order Role groups are excluded from this list Add members to a private space Only a space coordinator can add members to a private space You cannot add members to public spaces because members are included automatically 220 EMC Documentum CenterStage Version 1 2 SP1 User Guide Space Membership To add members to a private space 1 Open space Members view as described in View space members page 217 2 Click Add members to switch to add member mode CenterStage lis
207. s 224 Default invitation text page 58 Chapter 17 Space Membership Search for members page 218 Add members to a private space page 220 Description Action 3 Select a member or a group and click Select 4 Click OK to validate and return to the Invite member s to join space dialog box Modify the required subject line as appropriate The default subject is defined in space settings Modify the rich text message as appropriate The default message is defined in space settings and can include a link to the space to which the recipient is invited EMC Documentum CenterStage Version 1 2 SP1 User Guide Chapter 18 Permissions and Roles This section is organized into the following topics Permission levels page 225 Standard roles page 226 View member permissions page 228 e Add custom roles page 229 Change member roles page 230 Modify permissions settings for roles page 231 Delete a custom role page 232 About member roles Member roles determine access to content in a space A role determines the following The actions that members are allowed to perform in a space e The rights members have to content in a space Standard and custom roles CenterStage has two standard roles Coordinator and Participant which are described in Standard roles page 226 Every space member has a standard or custom role If a member is assigned to multiple roles the effective permissions are based
208. s This section is organized into the following topics View an item page page 126 Editan item page page 127 e Print a page page 128 About pages All CenterStage items have pages including spaces files folders blogs posts wikis discussions topics data tables and data table entries However you can only create pages in wikis as described in Add a wiki page page 157 You can subscribe to a page watch a page tag a page comment on a page share a page print a page and for wikis wiki pages and data tables save a page as a content template Pages can have attachments as described in Chapter 16 Attachments Depending on the versioning policy for the space pages can have versions as described in Chapter 19 Versioning Page widgets Pages are made up of widgets that determine their content and layout Widgets also provide viewers for rich text web feeds folders images and so on If the layout of a page can be changed you can organize and configure the page widgets comprising its layout See Chapter 11 Page Widgets Page modes A page can bein either view or edit mode You can edit pages for spaces discussions topics blogs posts wikis and wiki pages When you create a wiki page it is initially in edit mode so you can modify the content If the layout can be changed you can modify the layout See the following topics for more information e View an item page page 126 Editan item page pa
209. s visible only to members with Content Template Creators privileges in the space t Members view to display View space members page 217 members and for space coordinators to manage space membership Favorite spaces Favorite spaces are those you visit frequently and want to access quickly like personal bookmarks or favorites in your browser Within CenterStage you can add remove and navigate to favorite spaces as described in the following topics e Add a space to favorite spaces page 51 View a favorite space page 50 e Remove a space from favorite spaces page 51 Membership Spaces have membership that determines who can contribute to the work that is being done in the space A space can be public so everyone in a site can access it or private so that users must be granted membership by a space coordinator See Chapter 17 Space Membership Note Superusers can always access private spaces even if they are not members of a space Member roles Member roles determine member permissions within a space or members can have explicit permission granted for any item in the space See Chapter 18 Permissions and Roles Space templates New spaces are created from existing space templates Existing spaces including layout and content within the space can be saved as new space templates See Chapter 20 Templates Related topics View a space page 49 e Chapter 8 Search for Content 48 EMC Documentum
210. s 245 247 share 247 content view space 50 contents widget 135 contents widget configure 141 coordinator role 226 extended permissions 227 copy items 81 template 248 create content template 244 new repository user 63 space 52 space template 241 user 221 custom roles 229 delete 232 D data table entries add 207 delete 208 edit 207 filter 186 import 209 properties 208 search for 186 view 205 data table widgets attachments 203 autonumber 196 choice list 196 date 200 history 204 informational text 195 lifecycle 202 member list 197 number 195 plain text 193 rich text 194 traffic light 199 yes no 200 data tables 181 add 189 edit fields and settings 190 entries 182 entry field types 192 export 211 organize entries 185 properties 204 schema 182 search filter 186 summary view 182 view 183 views 182 delete attachment 215 custom role 232 data tables entry 208 items 96 page widgets 139 pages 159 space 53 template 248 topic 178 version 238 discussions add 174 add topic 176 delete topic 178 EMC Documentum CenterStage Version 1 2 SP1 User Guide home page 173 overview 171 page views 171 properties 175 reply to topic 178 topics 171 view 173 view topic 175 document viewer widget 136 document viewer widget configure 143 drag and drop items 92 drag and drop import search results 118 E e mail no
211. s Selected values are listed in the header of the More view The result set is refreshed after each selection To close the More view and display all filters click Hide or click on another filter name 4 To clear selections do one of the following To deselect one value click it To clear selections for a particular filter click Reset in the filter column or Reset this filter in the More view To clear all selections for all filters click Reset All Filters As you select or clear filter values CenterStage searches for content that matches your selections and displays the matching content in the Results area The more filter values you select the more precise your search criteria Each time you select a value in a different filter the search is rerun to retrieve more results if any When you select several values in one filter the results match any of those values we can say it is an OR constraint between values of a filter This might be obvious when you select JPEG and Powerpoint format values for example However if you select two values in the Topic filter items are returned as long as their topics match at least one of the values Their topics do not have to match all the values If you select values from various filters items are returned if they match at least one of the values for each filter we can say it is an AND constraint between filters They do not have to match all the values of each filter
212. s and Roles View or edit item permissions page 105 232 EMC Documentum CenterStage Version 1 2 SP1 User Guide Chapter 19 Versioning This section is organized into the following topics View version history of a page or file page 234 View a version of a page page 234 View a version of a file page 235 Make a version current page 235 e Adda new file version page 236 Adda new page version page 236 e View or edit page or file version settings page 237 Delete a version page 238 About versioning With versioning you can track changes to pages and files and show what those changes are You can view a list of versions open or view one version at a time view for a page open for a file delete a version and designate a version as the current version In addition to files CenterStage handles versions for the following pages Blog home pages Blog posts Discussion home pages Discussion topic pages Wiki home pages Wiki pages Versioning policy The space versioning policy as described in Space versioning policy page 56 determines the following Whether files and pages are versioned by default if not saving overwrites the current version Whether members can enable versioning for individual files or pages Whether members can specify version information when they save a version of a file or page EMC Documentum CenterStage Version 1 2 SP1 User Guide 233 Versioning
213. s copied without the change log items Data table schema Column preferences for the summary view e Filter status Autonumber data Current version of all attachments to all data table entries in the data table Data table entry Same as for a page except Same as for a page except no Data table entries do not versions or versioning policy have versions so there is no version information to copy Current values for all fields The copied item inherits the name of the original item unless there is a naming conflict in the new location If the name conflicts with another item of the same type CenterStage appends the item name with the string copy copy 2 and so on Related topics Move items page 87 Drag and drop items page 92 Move items You can move any items for which you have the needed permissions between two locations where you are permitted to remove and to add respectively items To move items 1 Select the items to move and do either of the following Right click and select 9X Cut from the shortcut menu Select More gt Cut on the page toolbar 2 Goto where to move the items and then do either of the following Right click and select Paste from the shortcut menu Select More gt Paste on the page toolbar You can move items to the following locations EMC Documentum CenterStage Version 1 2 SP1 User Guide 87 Organize Content 88 Moved item Wiki 9 Blog D
214. s to get all possible actions Related topics e Chapter 8 Search for Content e Search within a space page 113 Set my extra sources You can select which sources you want to include in your searches and define the credentials to use for the connection to these sources To set extra sources 1 Doone ofthe following IntheSearch fly out panel select Search in my extra sources then click Edit The Preferences dialog box appears and displays the Search tab To open preferences select 8 My Preferences from the lt UserName gt menu in the top CenterStage toolbar 2 Configure each source as described in Set personal preferences page 43 Depending on the configuration set by the administrator some sources can be accessed with a corporate account When you use a corporate account you get only items that everyone can access To get all the items you have rights to access specify your own login name and password 112 EMC Documentum CenterStage Version 1 2 SP1 User Guide Search for Content Search within a space You can search for content in a space by specifying a search expression using filtered search only or using a combination of both To search within a space 1 Open the space as described in View a space page 49 2 In the view panel of a space tab click The page switches to Search and filter view In Search view the page has a search field at the top search filters in the middle and the Results
215. se files are not imported with the HTML file and must be imported separately Some properties are automatically populated depending on the information available from the Source Title body property e Subject abstract property Keywords external site and collection properties Related topics Drag and drop items page 92 Chapter 5 Add Content Stop a search To stop a search 1 Perform a global search as described in Search for global content page 111 or navigate in a space by using the search page of a space as described in Search within a space page 113 2 In the search area click The search stops the results already available and the corresponding filter values are displayed Understand why search fails In some cases the search fails and an error message appears above the search area The following table describes possible causes and solutions Error messages Authentication failed for lt sources gt Search syntax is not valid An internal error occurred on lt sources gt contact your administrator Search is currently not available on lt sources gt try again later Possible causes The credentials you entered in your preferences are not valid You are not using the operators or the special characters as it is recommended An administrator must fix an error that occurred One of the sources cannot be reached or does not respond in a timely fashion EMC Doc
216. seel eta sa eos 25 My Community tab esed eiie E e C EET EE LS Y S EUIS SES Ur des 26 Preview panels E M 27 Rich text editing is tee one o nre e RR ERR en en nen aan ag 28 Rich text t olbatrs sssr eae etai eese tectae nanssenndassten ige 28 Insert or edit a link on a pages eisenii iaiia ienen k rn niiae 30 Insert an image or edit image properties sees 32 Insert or modify a table sse nnn nnn nnn nnns 34 Commenton content sccsccasiesvsadscbectssccsscedscodsudvavecceutcassaseedsdoscseecscoesdsascdvessess 37 View comments on content eseseeeeeeeeeeeee esee ese eese ese ese e ess sse etes esses 37 Add comments on content c ccessceececeecescecnccecsceccesecessecsceecseeecessecssesceseseess 38 Reply to acomment eesssssssssnsnsnsnsnsnnnnnnnnnnnnnnnsnsnsnnsnenennsnsensnsnsnsnsssenenenenenn 39 Edit a comment 5 eo eerie sss rese Ne ee esl eve Ee OPENS 40 IDelete a c mumetit 5e lees eret ee ehe rayas oe tese ceo Cea ee eode vene desees Tus ae ee aaa 40 Collaborate with Othe rs ccccsccscsecccssceccecncceecceecescsencessceecessceseesscescesesceseeces 41 Share content res Paseo vaa aves ese sao v eeb aae e sg Potro y eae epi 41 Send e mail to members c ccccscesceceecescccnccecsceccescecuscecscesccseeceseecsseuceseeeass 42 Organize personal information esses nnn nnn nnn nnns 43 Set personal preferericESss sisser eene nnn
217. sitory view and lists the top level cabinets in the repository In Repository view of the My Community tab click a cabinet amp Cabinet Name The repository tab opens in Content view and displays the contents of the cabinet From the My Community menu in the top CenterStage toolbar select the repository 89 The repository tab opens in Content view and displays the top level cabinets in the repository Navigate to a repository item by clicking it in a contents widget or in search results or by following a URL either by selecting bookmark clicking a hyperlink or entering a URL in your browser s address field In Content view of a repository you can navigate and access repository content as described in Navigate content of a space or repository page 67 Related topics e Chapter 3 Repositories My Community tab page 26 Search for repository content Searching for content in a repository is similar to searching for content in a space Global search for repository content The local repository can be included in a global search by selecting in Entire site as a scope in the Search fly out panel In this case all content in the site repository is searched either in CenterStage or out of CenterStage 62 EMC Documentum CenterStage Version 1 2 SP1 User Guide Repositories Search within a repository Searching within a repository works the same as searching within a space with the following exceptions
218. sources used for the search refer to Set my extra sources page 112 By default 50 results are returned for each selected extra source This limit can be modified by the administrator EMC Documentum CenterStage Version 1 2 SP1 User Guide 111 Search for Content By default all types of items are automatically searched items created in CenterStage such as wikis blogs discussions and data tables but also files such as document audio video or graphic files and folders 3 Click to start the search CenterStage searches for items that match your search term within the scope you specified either in the item content or in the item metadata A search page opens in a separate tab labeled with your search term The search page has another search box at the top search filters in the middle and the Results area at the bottom 4 Onthe tabbed search page you can Modify the search expression in the page search box In this case the tab label changes to the new search term Search with filters as described in Search for content by using filters page 113 e Work with items in the Results area Actions change depending on whether the results are items from CenterStage or outside of CenterStage If you simultaneously select items from CenterStage as well as items located outside of CenterStage only actions available for both types of results are displayed In a multi selection make sure that you select only one type of result
219. splay their profile by clicking amp 3 View on the page toolbar 3 Complete the Change Role dialog box as follows Field Control Action Members The field is populated with selected members if any To add members as follows 1 Click 4 2 Inthe search field at the top of the Choose Members dialog box type all or part of the member or group name or e mail address CenterStage lists all members and groups with names or e mail addresses that match the characters you type 3 Select a member or a group and click Select 4 Click OK Roles Select the roles you want to assign to the selected members You can select a standard role and or one or more custom roles 4 To assign the selected roles click Done Note You create custom roles in space settings to which the toolbar in Members view includes a link 4 Space Settings Related topics Chapter 17 Space Membership Chapter 18 Permissions and Roles e Space permissions page 56 230 EMC Documentum CenterStage Version 1 2 SP1 User Guide Permissions and Roles Modify permissions settings for roles Only a space coordinator can edit the permission settings for a role from any ACL To modify permissions 1 Open the Permissions tab for a space or item in a space as follows Ifyou are a space coordinator open space settings as described in View or edit space settings page 53 and then select the Permissions tab If you are either a space coordinator
220. ssion to create or manage space templates To create a space template 1 2 3 4 Open the space that you want to save as a template Right click the space tab and select Save as Space Template from the shortcut menu Complete the Save as Space Template dialog box as appropriate See Space template properties page 243 Click Save template A space template is created from the existing space The new template copies the following from the original item Icon the template creator can change this Content policy Default notification and invitation messages Custom roles Wiki and page templates scoped to the space Current version of all items in the space to which the template creator has access including Property values Current versions of their attachments Space tags the template creator can choose whether or not to keep tags Custom permissions custom roles only not named members For data tables in the space the new template copies the following Default values in the schema Properties values Current version of attachments Space tags optionally Custom permissions Lifecycles The new template does not copy the following from the original item Property values from the original space Space membership Thumbnails they are regenerated in spaces created from the template Comments on content Custom versioning on content version policies are reset to the space policy Lock stat
221. support search for word fragments because search for whole words is much faster To change this default behavior to work like FAST however the xPlore administrator can turn on the option to search for word fragments EMC Documentum CenterStage Version 1 2 SP1 User Guide 117 Search for Content Note Theoperators AND OR and NOT are reserved words To search for items containing one of these words use quotation marks For example if you search for hardware and software the search returns items containing that exact string of three words You cannot apply the NOT operator before a parenthesis For example the search expression A NOT BOR C is invalid Instead try A NOT B NOT C When you use wildcards in a search expression results depend on the index server CenterStage uses FAST finds word fragments but stemming is disabled For example if you search for run you find running but not ran xPlore finds whole words and stemming is activated For example you find whole words and variations of the word such as ran for run By default xPlore does not support search for word fragments because it is faster to search for whole words To change the default so that xPlore works like the FAST index server however the xPlore administrator can turn on the option to search for word fragments xPlore can be configured in FAST mode so that it works like FAST That is you can find word fragments and stemming is
222. t have at least one filter selected 4 Click outside the menu to validate the selection and close the menu The selection of search filters is saved you can have a different selection of filters for each space and also a selection of filters when performing a global search EMC Documentum CenterStage Version 1 2 SP1 User Guide 115 Search for Content Search expression syntax To search for text including titles and comments you enter a search expression This type of search is called a full text search You can refine your search criteria by using special characters and or logical Boolean operators Full text searches are case insensitive When you use a search expression you find items with variations of the words you type based on the root of the word For example if you search for mouse you may find items that contain also mice The following table describes the Boolean operators allowed in a search expression Operator AND OR NOT When no operator is specified Note Finds Items that contain all the specified terms Items that contain at least one of the specified terms Items that contain the first term or items not containing the second e With FAST items that contain one or all of the terms e With xPlore items that contain all the terms Example Poetry AND Greece finds items that contain both words Poetry OR Greece finds items containing either or both words Poetry NOT Greece finds
223. t to begin editing an item While you edit the item is locked and no one else can change it For an item you have locked click Resume Editing to return to editing it For an item you have locked click Ps Cancel Editing to discard your changes This permits changes by others Click o to view item properties You can also open an item by clicking it in the list of recent items if any in a preview panel EMC Documentum CenterStage Version 1 2 SP1 User Guide 27 CenterStage Basics Related topics Chapter 4 Browse Content Chapter 7 Modify Content Rich text editing When you click in a rich text widget on a page that is in edit mode you can format text using fonts bold underline italic and so forth You can also include links graphics and tables A simplified rich text editor is available for editing rich text in comments and rich text fields in dialog boxes This section includes the following topics e Rich text toolbars page 28 Insert or edit a link on a page page 30 Insert an image or edit image properties page 32 Insert or modify a table page 34 Text editing In the rich text editor the shortcut right click menu provides the following actions e Undo Redo e Cut Copy Paste Insert Table Link Image Spell checking In Firefox and Safari browsers users can employ the built in spell checker for the browser In Internet Explorer users can employ a browser specific plug in such as ieSpell R
224. ta table entry tree node or Attachments field Anywhere else in a repository is not allowed Results e tem and all descendants are copied tem name is disambiguated if needed Any child links are copied as new items not links Permissions of item and attachments may be affected Repository data table and all descendants are copied Repository data table name is disambiguated if needed Any child links are copied as new items not links Permissions of repository data table entries and attachments are EMC Documentum CenterStage Version 1 2 SP1 User Guide Copied item Entry Source location Space or repository Target location Space Repository Data table tree Not allowed node or home page with unlocked schema and at least one field matching the source data table Anywhere else in a space is not allowed EMC Documentum CenterStage Version 1 2 SP1 User Guide Organize Content Results determined by repository rules Entry and all descendants are copied Entry name is not disambiguated Text in the new entry may be truncated if it came from a rich text field that is matched to a plain text field A field in the new entry that has no match in the original entry is left blank even if itis a required field Any child links are copied as new items not links f entry is copied from the r
225. table page 207 Edita data table entry page 207 Data table schema Data table fields and settings make up the schema for a data table The schema determines the following about a data table Thetype of data that entry fields contain when adding or editing entries Thelayout and configuration of fields on entry pages when viewing or editing entries Whether entry pages have a comment area 182 EMC Documentum CenterStage Version 1 2 SP1 User Guide Data Tables The columns in the summary view on the data table home page The fields available for filtering entries in the summary view The field used as the title in the summary view the field you click to display a particular entry You edit the data table schema as described in Configure data table fields and settings page 190 Organize data tables and entries You organize data tables as you do other items in the content library manage properties and permissions copy cut paste the item or a link to the item drag and drop or delete or share a data table Related topics Copy items page 81 Move items page 87 Drag and drop items page 92 Paste items as links page 95 Delete items page 96 Share content page 41 View or edit item properties page 102 View or edit item permissions page 105 View a data table To view a data table do one of the following Action Click the data table icon amp or the name of the Context In the navigation tr
226. tables You can discover content in a space by switching to different views as follows Content view you can browse through the content library by using the navigation tree The tree shows items in alphabetical order Click an item in the tree to navigate to the item home page or folder page n Search view you can view the content library non hierarchically through filtered navigation For example you can see content organized by type discussions blogs images and n 14 EMC Documentum CenterStage Version 1 2 SP1 User Guide CenterStage Basics so on Within one of those types you can see all content by a particular author or created within a particular date range See Search within a space page 113 In We Tag view you can discover content by viewing items that correspond to tags in the space See View tags for a space page 123 For details about working in the content library see the following topics Chapter 4 Browse Content Chapter 5 Add Content Chapter 6 Organize Content Chapter 7 Modify Content What s new in CenterStage 1 2 SP1 CenterStage 1 2 SP1 includes the following new features and improvements New feature or change Certifications IBM Tivoli Access Manager for e business WebSEAL New rich text editor Description This release of CenterStage supports several new certifications such as major version updates to browsers and minor version updates to operating systems a
227. tage Version 1 2 SP1 User Guide Chapter 20 Templates This section is organized into the following topics Create a space template page 241 Space template properties page 243 Manage space templates page 244 Create a content template page 244 Content template properties page 245 Manage content templates page 246 Organize templates page 248 About templates The following types of templates are available in CenterStage Template type Description Space templates site wide For creating new spaces Content templates site wide or space specific e For creating new wikis For creating new wiki pages For creating new data tables When active templates are available for creating new spaces or content in a space Create and manage templates System administrators can create and manage all types of templates at the space and the site level Otherwise to create and manage space templates a user must be in the dmc kw manage space templates role in the repository set by an administrator using Documentum Administrator Repository items You cannot save repository items as CenterStage templates Create a space template To create a space template you must have the dmc kw manage space templates role in the repository set by an administrator using Documentum Administrator EMC Documentum CenterStage Version 1 2 SP1 User Guide 241 Templates Note Space coordinators do not automatically have permi
228. tagged content widget page 145 Feed widget page 137 Configure a feed widget page 146 Recent activity widget page 137 Configure a recent activity widget page 147 Same as Recent activity Same as Recent activity 133 Page Widgets Type Widget Description Help topics L Recently added or Same as Recent activity Recent topics modified discussion topics 7 Recently added spaces Recent spaces Recent spaces widget page 138 Configure a recent spaces widget page 148 Related topics Chapter 11 Page Widgets Organize widgets on a page page 138 Configure widgets page 139 Rich text widget The rich text widget displays rich text when a page is in edit mode and a rich text widget has focus Related topics Chapter 11 Page Widgets Rich text editing page 28 Column box widget The following actions can be performed with a column box widget to customize the page layout Insert other widgets such as a rich text editor widget to incorporate content in the page e Drag and drop the column spacer bars to resize the columns Right click and select Add a column after this one to add a column Right click and select Delete this column to remove a column Related topics Chapter 11 Page Widgets Configure a column box widget page 140 134 EMC Documentum CenterStage Version 1 2 SP1 User Guide Page Widgets Group box widget The following actions can be performed with a group box
229. tainer to show its contents in the Content area EMC Documentum CenterStage Version 1 2 SP1 User Guide 67 Browse Content Note In the navigation tree you can show or hide nested containers folders wikis blogs discussions data tables or data table entries without changing the contents displayed in the Content area To do so use the toggle control as follows Click to expand an item Displays up to 99 child items A message appears if there are more than 99 children When a container has no children the toggle control disappears Click to collapse an item that is expanded Double click an icon in the Content area e Click a link in the breadcrumbs Each element in the breadcrumbs is a link to the named page including the name of a file page Click the name of the space to go to the space home page Click Content to go to the root level of Content view Preview content as described Preview panels page 27 and View a file page page 71 View an item page as described in View an item page page 126 Related topics Chapter 4 Browse Content View recently modified files Task View all recently modified files in a particular space View all recently modified files in all your spaces View a list of recently modified files while you are outside of CenterStage View all your checked out files View all files in a space Related topics Chapter 4 Browse Content My Community tab
230. tcut menu 1 Right click in a table to display the shortcut menu Slide right on the Cell command and select one of the following Insert Cell Before or Insert Cell After Delete Cells Merge Right or Merge Down Split Cell Horizontally or Split Cell Vertically Right click in a table and select Cell Properties Modify cell properties as follows Specify a Width and Height in pixels or percent Specify Word Wrap Yes or No Specify Horizontal Alignment either not set Left Center or Right Specify Vertical Alignment either not set Top Middle Bottom or Baseline 35 CenterStage Basics Task Action Specify Cell Type either Data or Header Rows Span Specify the number of rows the cell spans Columns Span Specify the number of columns the cell spans e Choose an optional Background Color Choose an optional Border Color 3 Click OK to put your changes into effect Modity the number of rows in a table 1 Right click in a table to display the shortcut menu 2 Slide right on the Row command and select one of the following Insert Row Before or Insert Row After Delete Rows Modify the number of columns in a table 1 Right click in a table to display the shortcut menu 2 Slide right on the Column command and select one of the following Insert Column Before or Insert Column After Delete Columns Note In Internet Explorer 8 it is difficult
231. te You can also discover individual attachments through search and tags Related topics Chapter 16 Attachments Chapter 15 Data Tables e Chapter 8 Search for Content e View tags for a space page 123 View a file attachment To view a file attachment 1 View the attachments to a page as described in View attachments to a page page 213 2 View a file attachment as described in View a file page 73 Related topics e Chapter 10 Pages Chapter 16 Attachments Add an attachment to a page If you have Edit rights to an item page you can add attachments Item that can have attachments are as follows Blogs Wikis Wiki pages Discussions Discussion topics Data tables Data table entries with Attachments fields Adding a file attachment is the same as importing a file which is described in Import files page 77 Note In Attachments view of a data table and in the Attachments field of a data table entry you can attach folders and data tables in addition to files 214 EMC Documentum CenterStage Version 1 2 SP1 User Guide Attachments Related topics Chapter 10 Pages Chapter 15 Data Tables Chapter 16 Attachments Delete an attachment To delete an attachment file folder or data table you must have Edit rights to the page containing the attachment 1 Open Attachments view as described in View attachments to a page page 213 or view a data table entry with an Attachments
232. tes To edit a content template you must create an instance of the wiki or page template change the item and then save the item as a template Related topics Content template properties page 245 Change the properties of a content template page 247 Organize templates page 248 Change the properties of a content template To change the properties of a content template 1 Doone ofthe following Open the space specific Templates view by clicking Jin the space view panel e Open the site wide templates area by clicking kel Templates in the top CenterStage toolbar 2 Right dick the template and select v Template Properties or select the template then More gt Template Properties The template Properties dialog box opens 3 Modify properties as appropriate Related topics Content template properties page 245 e Share a content template across all spaces page 247 Organize templates page 248 Share a content template across all spaces Only a system administrator can modify the scope of a wiki or page template so that it is shared across all spaces To modify the scope of a content template 1 Open space Templates view by clicking Ld in the view panel of the space tab 2 For Template Type select Wiki templates Page templates or Data table templates 3 Right click the template and select Template Properties or select the template and select More 0 Template Properties 4 Inthe Settings tab of the
233. ther you trust the CenterStage site You can safely click Yes in response to the prompt Without plug ins 1 Inthe Import Files dialog box click Browse to select a file 2 When you return to the Import Content dialog box click OK to import the file 3 Atthe prompt click Yes to import another file If there is a naming conflict with another file in the import location do one of the following Import the file and give it a different name Importa new version of the existing file See Add a new file version page 236 Related topics 78 Chapter 5 Add Content Add an attachment to a page page 214 EMC Documentum CenterStage Version 1 2 SP1 User Guide Chapter 6 Organize Content To organize content in a space or repository you can create folders for storing items copy move drag and drop paste items as links or delete items as described in the following topics e Add a folder page 79 Copy items page 81 Move items page 87 Drag and drop items page 92 Paste items as links page 95 Delete items page 96 Folders in a space Folders in a space can contain files data tables wikis blogs discussions and other folders You can subscribe to a folder watch a folder and tag a folder Folders in a repository Folders in a repository can contain files and other folders A repository folder has no controls for tagging and no comments panel unless the option to allow comments is activated for the
234. there is a naming conflict CenterStage appends to the file name the string copy copy 2 and so on EMC Documentum CenterStage Version 1 2 SP1 User Guide 95 Organize Content Related topics Chapter 6 Organize Content Delete items You can delete an item if You have Delete permission for a folder wiki blog discussion or data table and for all its descendants You have Delete permission for a file and for all its versions e You are permitted to remove items from a location Note Repository cabinets cannot be deleted using CenterStage To delete an item 1 Doone ofthe following Action Select Delete Item from the Item gt Actions menu Right click the item and select W Delete Item from the shortcut menu Select multiple items right click and then select W Delete from the shortcut menu Context On the item home page e In the navigation tree in Content view of a space In Content view of a space with the Content area displaying the root of the content library e In Search view of a space or on a search tab In Tag view of a space In Attachments view Ina Contents widget In Content view of a space with the Content area displaying the root of the content library e In Search view of a space or on a search tab In Tag view of a space In Attachments view e Ina Contents widget 96 EMC Documentum CenterStage Version 1 2 SP1 User Guide Action Select t
235. tifications preferences 43 edit data table entry 207 to 208 discussion properties 175 files 99 image properties 32 links 30 pages 127 repository settings 64 rich text 28 space settings 53 tables 34 topic properties 177 version settings 237 edit permissions member role 231 editing cancel 100 resume 101 entries organize 185 search 186 entry field types 192 errors when searching 119 exiting CenterStage 45 export data tables 211 extended permissions 227 extra sources EMC Documentum CenterStage Version 1 2 SP1 User Guide Index preferences 43 search 111 set 112 F favorite spaces 48 add 51 remove 51 search 111 view 50 feed widget configure 146 feeds 74 widget 137 fields data table entry 192 file attachment 214 files add 77 cancel checkout 100 copy 81 delete 96 delete version 238 download 73 drag and drop 92 drag and drop 81 edit 99 history view 234 import 77 move 87 properties 106 read only 73 recently modified 68 resume editing 101 search for 116 version settings 237 versions 236 view page 71 view versions 235 filter data table entries 186 filters display 115 in searching 110 113 find content 109 data table entries 186 folders 255 Index 256 add 79 copy 81 delete 96 drag and drop 92 move 87 properties 107 repository 79 space 79 view 69 G group box widget 135
236. ting CenterStage automatically saves a draft of the page Your editing lock remains on the page until you save the page Whether the page is versioned depends on the versioning policy for the page Related topics Chapter 10 Pages Chapter 11 Page Widgets Organize widgets on a page page 138 Configure widgets page 139 Chapter 9 Tags Chapter 19 Versioning Print a page Members can print CenterStage pages using a Print command available from the Item Actions menu for the following items Space home pages Wikis Pages Blogs Posts Discussions Topics Data tables Data table entries Files Folders Other types of pages do not have a CenterStage Print command but can still be printed using the Print function for your browser 128 EMC Documentum CenterStage Version 1 2 SP1 User Guide Pages To print a page 1 Select Print from the Item Actions menu The Print Preview window for your browser opens and displays the content of the page to print as follows The following elements of the CenterStage page are hidden Top CenterStage toolbar Page toolbar if any View panel of a space or repository tab Navigation tree of a space or repository in Content view Controls that have no printed counterpart such as command buttons or links in the footer for displaying different page views like History and Attachments The following elements of the CenterStage page are visible Brea
237. tion Space Page post topic tree node or Attachments view of these Data table entry tree node or Attachments field Anywhere else in a space is not allowed Repository node or Attachments field Anywhere else in the repository is not allowed Organize Content Results controls for some features will be enabled If file is copied from space to repository controls for some features will be disabled Permissions of the file may be affected Copying multiple items proceeds even if some of the items fail to copy the reason for which is explained in an error message when the copy is finished The following information is copied with items Item type Page Included information Page URL Excluded information Previous versions of the page Current version of the page and its properties All widgets on the page The current version of all attachments to the page Previous versions of attachments to the page The lock status of the page the new page is always unlocked including links where the link is not the only instance Properties Reset as follows of the file All comments EMC Documentum CenterStage Version 1 2 SP1 User Guide Owner is the active user Created and Last Modified dates are the current date Lifecycle is reset to the default lifecycle and state for that type of item The versioning policy
238. to a data table entry To add a data table you must have at least Create permission for the location in which to create it To add a data table 1 Open Content view of a space as described in Content view of a space page 50 2 Doone ofthe following Inthe page toolbar at the top level of a space or in a CenterStage container select O New Data table Inthe navigation tree right click the top node of the space or a CenterStage container and then select New gt Data table Inthe content area right click a CenterStage container and then select New gt amp Data table n Attachments view of a data table select Q New Data table Inan Attachments field widget that has focus in a data table entry in view mode select Q New Data table The New Data Table dialog box appears and presents a two step wizard to create the data table 3 Complete the first step of the wizard as follows Field Control Action Data table name required Type a name that is unique in the space Choose a template Select one of the available templates Next Click to go to the next step in the wizard 4 Inthe second step of the wizard type an optional Welcome Message 5 Click Create to create the data table If you selected the Blank template for the data table the Fields and Settings page appears Otherwise the data table home page appears Data table permissions The initial permissions of a new data table are
239. trategy To turn off versioning for the page file select Items are not versioned overwrite the current version 3 Inthe Version Note field edit or type an optional note for the current version of the page or file 4 Click OK Related topics Chapter 19 Versioning Space versioning policy page 56 Delete a version In order to delete one or more versions of the item you must have Delete permission on one or more versions of a file or page in a space To delete a version 1 Open History view as described in View version history of a page or file page 234 2 Select one or more versions and do one of the following e Select More gt Delete in the toolbar Right click and select Delete from the shortcut menu 3 To confirm the deletion click Yes in response to the prompt The results of deleting one or more versions are as follows Deleting one or more specific versions does not delete attachments to a page e One set of tags applies to all versions of an item If any version of the item is deleted the complete set of tags are retained for the remaining version or versions Deleting all versions of a file or page deletes all versions of attachments to the page and all widgets on the page 238 EMC Documentum CenterStage Version 1 2 SP1 User Guide Versioning Related topics Chapter 19 Versioning EMC Documentum CenterStage Version 1 2 SP1 User Guide 239 Versioning 240 EMC Documentum CenterS
240. ts List of Tables Window vo riso e 17 My Commututy tab i5 ene Ser Bummi is EIER S Na Na 17 Navigate a space or the repository cesses eene eene eene 19 VIEW MENS H I 22 Select tems 2 Reel En eth Htec Be le Ban Harn 23 Customize how you access information eeeesesesesssssennnnnensnssnennnnnnnennnssnsnsnnnnnnsnsnsnenn 24 EMC Documentum CenterStage Version 1 2 SP1 User Guide 9 Table of Contents 10 EMC Documentum CenterStage Version 1 2 SP1 User Guide Preface This guide is the printed version of CenterStage online Help It provides conceptual procedural and reference information about using CenterStage features such as collaborative spaces member management social media tools such as wikis blogs and tagging as well as access to the Documentum repository Intended audience This document is intended for CenterStage end users and space coordinators Revision history The following changes have been made to this document Revision Date Description August 2011 Revised for 1 2 SP1 EMC Documentum CenterStage Version 1 2 SP1 User Guide 11 Preface 12 EMC Documentum CenterStage Version 1 2 SP1 User Guide Chapter 1 CenterStage Basics This section is organized into the following topics What s new in CenterStage 1 2 SP1 page 15 e Sign in page 16 Explore CenterStage page 16 About CenterStage plug ins page 24 Install plug ins page 2
241. ts all available repository users and groups all current space members shaded and displays the first 25 Any additional current and potential members are listed on subsequent pages You can search for members as described in Search for members page 218 3 Select the users and groups to add to the space 4 Either click Add to Space in the toolbar or right click and select 5 Add to Space from the shortcut menu 5 In the Choose the roles fly out panel select one or more roles to assign to the newly added members Coordinators or Participants or if defined for the space any custom roles 6 To add the members click Add to space CenterStage adds the members to the space and displays their names as shaded 7 Repeat steps 2 through 6 until you are finished adding members and then click Y Done to exit add member mode The Invitation to join the space dialog box opens 8 Invite the newly added members now as described in Invite members to a space page 223 or click Cancel to invite the new members later Related topics Chapter 17 Space Membership Create new users to add to a space page 221 Chapter 18 Permissions and Roles Create new users to add to a space If you are a space coordinator who is also a user manager that is you are in the dce user manager role in the repository you can create new inline user accounts to add to a public or private space The Content Server authenticates these user ac
242. ty tab in Items I am Editing view Inthe Content area of a space home page or a folder In the Results area of a space or a repository in Search view or on a search tab n Attachments view n a Contents widget If you navigate away from a page you are editing CenterStage automatically saves a draft version of the page so you can cancel or resume editing later While you have an item locked a key symbol appears next to the item icon in a list of items To resume editing do one of the following EMC Documentum CenterStage Version 1 2 SP1 User Guide 101 Modify Content Action Context Right click the item and select Resume In the navigation tree in Content view of a Editing from the shortcut menu space On the My Community tab in items I am Editing view Inthe Content area of a space home page or a folder In the Results area of a space or a repository in Search view or on a search tab n Attachments view n a Contents widget Display the it I and then click b n ARUM ne On the My Community tab in Items I eye Reste Feng am Editing view n the Content area of a space home page or a folder In the Results area of a space or a repository in Search view or on a search tab n Attachments view n a Contents widget Related topics Chapter 7 Modify Content Cancel editing page 100 View or edit item properties All items in spaces and the
243. u can keep current with changes that occur in a space by subscribing to or watching content See the following topics e Subscribe to content page 74 e Watch content page 74 Stop watching content page 75 Set personal preferences 1 To open preferences select i My Preferences from the Username menu in the top CenterStage toolbar 2 Set subscription and plug in preferences in the General tab as follows Field Control Description Action Subscriptions The frequency with which you are notified of changes to items to which you are subscribed or are watching Choices are as follows As soon as updated Receive an e mail notification per item Daily Receive one e mail notification per day that includes all changes for all items you are watching grouped by spaces EMC Documentum CenterStage Version 1 2 SP1 User Guide 43 CenterStage Basics Field Control Description Action Weekly Receive one e mail notification per week that includes all changes for all items you are watching grouped by spaces Plug ins CenterStage plug ins provide the following appears only if the administrator configures enhancements your site to allow plug ins Copy and paste support between CenterStage and your desktop Faster file uploads Improved file editing and multiple file import If the plug ins have never been installed a checkbox labeled Install Plug ins appears Select the checkbox to install plug ins
244. umentum CenterStage Version 1 2 SP1 User Guide Possible solutions Update the credentials as described in Set my extra sources page 112 Make sure that you follow the guidelines described in Search expression syntax page 116 Contact the administrator and describe the search you wanted to run The error is temporary so you can try again ina few minutes 119 Search for Content Error messages Possible causes Possible solutions Search is too vague for Some of the extra sources Type a search expression or lt sources gt try to be more require the search to be more select a filter value specific specific Query too complex for The filter selection is too Simplify the filter selection lt sources gt complex when the search taking into account the includes extra sources limitations described in Search for content by using filters page 113 sources stands for the list of sources that return this type of error To know which sources are failed point to the sources and a full list appears in a tooltip 120 EMC Documentum CenterStage Version 1 2 SP1 User Guide Chapter 9 Tags This section is organized into the following topics Add a tag page 122 Remove a tag page 122 View tags for an item page 123 View tags for a space page 123 About tagging A tag isa label that all users in the space share When you tag an item the tag can be viewed reused or removed by other users Tags can be att
245. umns TH Column box Rich text widget page 134 Rich text editing page 28 Column box widget page 134 Configure a column box widget page 140 Group box widget p Collapsible region ET Group box page 135 Configure a group box widget page 140 132 EMC Documentum CenterStage Version 1 2 SP1 User Guide Type Content viewer Recent activity viewer Widget Contents E Image viewer m ul Document viewer e Popular tags e Tagged content EY Feed 8 Recent activity amp Recent pages S Recent posts EMC Documentum CenterStage Version 1 2 SP1 User Guide Description Child items of a folder or space Image or gallery of images in a folder Documents for PDF PowerPoint Word Popular tags in a given context Content that is tagged with a specific tag Feed for updated content from a CenterStage item or the Internet Recently added or modified items in the current wiki blog discussion data table or space Recently added or modified wiki Recently added or modified blog posts Page Widgets Help topics Contents widget page 135 Configure a contents widget page 141 Image viewer widget page 135 Configure an image viewer widget page 142 Document viewer widget page 136 Configure a document viewer widget page 143 Popular tags widget page 136 Configure a popular tags widget page 145 Tagged content widget page 136 Configure a
246. values for all required properties then members can import content without prompts for required properties 5 To remove a rule click X in the row for the rule Then at the prompt click Yes 6 When you are done editing the content policy click OK Related topics Chapter 2 Spaces e Chapter 3 Repositories EMC Documentum CenterStage Version 1 2 SP1 User Guide 55 Spaces Space versioning policy Coordinators can specify the versioning policy for pages and files in the space To view or edit space versioning policy 1 Open space settings as described in View or edit space settings page 53 2 Select the Versions tab 3 When a page or file is updated specify whether a new version is created And if so specify how version information is specified by selecting one of the following options Thespace automatically sets version information Automatically create a new version and number it in one of the following ways Update to the next major number Increment the version by one major number for example version 2 0 version 3 0 and so on Update to the next minor number Increment the version by one minor number for example version 1 1 version 1 2 and so on Members manually set version information Allow members to select the next major or minor number in the version sequence Also allow members to provide a version note when saving a new version Otherwise members can only add a version note by opening
247. version Note You can also import new version of a file using D Import File or with the plug in 2 Import Files If an imported file has the same name as a file in the current location you can either give the imported file a different name or make it a new version of the existing file See Import files page 77 for more information To save a new version of a file by editing it see Edit a file page 99 Related topics Chapter 19 Versioning Add a new page version You add a new version of a page by editing and saving the page To add a new version of a page 1 Opena page as described in View an item page page 126 2 Editthe page as described in Edit an item page page 127 236 EMC Documentum CenterStage Version 1 2 SP1 User Guide Versioning In edit mode the Version Information area appears below the Tags area If versioning is automatic the version controls are visible but disabled A new version is added automatically when you save changes to the page e If versioning is manual the version controls are visible and enabled Select a major or minor version number Type optional Notes about the new version 3 Click Save Related topics Chapter 19 Versioning View or edit page or file version settings You view or edit version information for a page or file on the Version tab of the item Properties dialog box CenterStage handles versions for the following pages File pages Blog home pages
248. view Data table entry tree node or Attachments field Anywhere else in the repository is not allowed Results children may be affected File is moved File name is disambiguated if needed If file is moved from repository to space controls for some features will be enabled If file is moved from space to repository controls for some features will be disabled and its version policy is removed Permissions of the file may be affected Multiple items continue to move even if some of the items fail to move for reasons explained in an error message when the move completes Cut items remain in their original location in the following cases e You cancel a move You put another item on the clipboard before pasting The move fails You end the session without pasting and the clipboard is cleared The following information is moved with items 90 EMC Documentum CenterStage Version 1 2 SP1 User Guide Item File Folder Page Wiki EMC Documentum CenterStage Version 1 2 SP1 User Guide Organize Content Included information File URL All file versions Properties Comments The versioning policy e Permissions Folder URL All comments The versioning policy Permissions Folders and all versions of files in the folder Page URL All page versions All widgets on the page All page attachments and all their versions comme
249. view mode Ina Contents widget TE e i i Pause the cursor over the wiki icon and In the content area of a space in Content view then click View in the preview panel e n a folder Click the name of the wiki e n sear h results In Tag view of a space n Attachments view of a data table or the Attachments field if any of a data table entry in view mode Ina Contents or a Recent Activity widget In the following views of the My Community tab New in CenterStage Y All Recent Activity C Recent Pages Click the wiki In the Recent activity area of a preview panel EMC Documentum CenterStage Version 1 2 SP1 User Guide 153 Wikis Related topics Chapter 12 Wikis Add a wiki You can add a wiki at the top level of a space within a folder as an attachment to a data table or if the schema allows to a data table entry To add a wiki you must have at least Create permission for the location in which to create it To add a wiki 1 Open Content view of a space as described in Content view of a space page 50 2 Doone ofthe fo Inthe page toolbar select New gt amp Wiki Inthe navigation tree right click the top node of the space or in a CenterStage container and then select New gt amp Wiki e Inthe content area right click a CenterStage container and then select O New gt amp Wiki e In Attachments view of a data table select O New gt amp Wiki
250. widget page 135 Configure widgets page 139 Configure a document viewer widget The document viewer widget shows a document that you specify To configure a document viewer widget 1 Complete the Document Viewer Widget Settings dialog box for the document widget as follows EMC Documentum CenterStage Version 1 2 SP1 User Guide 143 Page Widgets Field Control Description Action Show document To select a source for the document viewer widget or import a document do the following 1 Click Select to open the Select a document dialog box 2 To search for a document complete the Search tab as follows 3 Onthe Search in menu select a range or scope within which to search for a document to show in the viewer Choices are as follows Current space 8 Only my favorite spaces B My spaces e S My recent items 4 Optionally in the search field type a search string to locate a document with a name that matches the string 5 To choose document in the list either double click it or select it and click OK 6 To import a document complete the Import Document tab as follows 7 Click Browse to select a document 8 When you return to the Import Document dialog box click OK to import the document 9 Click OK in the Document Viewer Widget Settings dialog box Widget title optional Name that appears in the header bar for the widget 2 Click OK Related topics Chapter 11 Page Widgets D
251. wse to locate and select the file to be the new version Depending on the versioning policy in effect for the space as described in Space versioning policy page 56 one of the following occurs The new version overwrites the older version e The new version is either automatically or manually assigned a new version number If you manually assign a version number you have the option of adding a version note If the version number is automatically assigned you can add a version note to the Version tab in file properties as described in View or edit file properties page 106 When importing a new version of a repository document you can choose Major or Minor default choice Note If you are using the plug in and you select i Import New Version for a file that you have locked for editing but have not yet saved you have the following options Browse for new content Opens the Import New Version dialog box in which you can select a different local file for uploading and specify the new version information e Upload working content Opens the Import New Version dialog box in which you can specify the new version information for uploading the file in its current state Both actions upload a new version and release the editing lock on the file so that others can edit it Tip Suppose you edit a file save it locally and later want to check it in but you cannot remember where you saved it In this case you can open Items I a
252. xample if you search content by selecting a value in the Changed filter and a source that does not contain date information the source is not queried With xPlore when searching extra sources only the 150 most relevant results are returned for the entire site and 50 results for each extra source this default limit is given for information it can be configured by the administrator In this case filter values that have no matching results are displayed so that you can make a more precise search and retrieve more results Conversely since only part of all possible results from the extra sources are returned the counts for filter values are hidden In some cases searching extra sources may result in complex searches and you will be asked to simplify the search by selecting less filter values For example when searching extra sources you cannot do the following You cannot select several values in the filters Changed and Size e You cannot select values from two different filters if these filters are Place People and Company You cannot select CenterStage items in the Format filter Select search filters To select search filters 1 Perform a global search as described in Search for global content page 111 or navigate in a space by using the search page of a space as described in Search within a space page 113 2 In the filter area click Choose Filters 3 Select the filters to display and clear the filters to hide You mus
253. xisting link and then click in the RTE toolbar The Link dialog box appears Complete or modify the dialog box according to the following steps 30 EMC Documentum CenterStage Version 1 2 SP1 User Guide 3 For Link to do one of the following Paste or type a web address in the text field Click Select to complete the Select an item dialog box as follows CenterStage Basics Ina wiki you can link to an item by searching for that item importing a file or creating a new page Ina blog or discussion you can link to an item by searching for that item or by importing a file Ina data table entry with an attachment field you can link to an item by searching for that item or by importing a file To search for an item to link To import a file to link to to 1 2 Open the Search tab Click Search in and select a range or scope within which to search for an item Choices are as follows Current page E current space E Only my favorite spaces B My spaces e Q Entire site O My recent items Optionally in the Search field type a search string to locate an item with a name that matches the string To choose an item in the results list either double click it or select it and click OK On the Link dialog box the URL of the selected item appears in the Link to field and the name of Wikis only To create a new page to link to Open the S Import File 1 Op
254. xisting members a convenient link for navigating to the space To send invitations to a space you must be a space coordinator To invite members to a space 1 Open space Members view as described in View space members page 217 2 Invite members in one of the following ways e Add space members to a private space as described in Add members to a private space page 220 and click V Done to display the Invite member s to join space dialog box Right click an existing member or selected multiple members and then select Invite from the shortcut menu The Invite member s to join space dialog box appears Right click an existing member or selected multiple members and then click e Invite in the toolbar The Invite member s to join space dialog box appears 3 Complete the Invite member s to join space dialog box as follows Field Description Action To The field is populated with newly added or selected members for whom an e mail address is available To add members as recipients of your invitation do the following 1 Click 4 2 Inthe search field at the top of the Choose Members dialog box type all or part of the member or group name or e mail address CenterStage lists all members and groups with names or e mail addresses that match the characters you type EMC Documentum CenterStage Version 1 2 SP1 User Guide 223 Space Membership 4 Field Subject Message Click Send Invitation Related topic
255. xt box as for the Plain Text field Populated with the initial value from the schema if any e f the field is required an error appears if the field is empty when you save the entry If the number has more than 38 digits it is stored as a character and column sorting is lost Displays numeric value as read only plain text e f no value field is empty Same as in view mode Numeric values generated automatically when you create an entry You cannot edit autonumber fields Title required The title that appears in the header bar of the field Read only message that the number will be set automatically when saving the entry Numbers are assigned to entries in the order in which they are created Shows a read only number Same as in view mode List of predefined values EMC Documentum CenterStage Version 1 2 SP1 User Guide Li Choice List Configuration options Entry master page mode Data entry mode View mode Entries list mode E Member List Description EMC Documentum CenterStage Version 1 2 SP1 User Guide Data Tables Title required The title that appears in the header bar of the field Allow multiple choices When selected more than one value choice can be specified for the field Choices required Specify value choices one per line This field is required When selected a value for the field is required for the entry If the field is the entry name f
256. y either a Major or Minor version Repository members Repositories have a member list that CenterStage users can browse in the repository Member view The repository member list has all the users you see in the member list of a public space but without the roles from any spaces For example if you share a repository item the member picker for adding recipients of the message shows the repository member list Repository views Like a space each repository has its own tab within CenterStage The layout of the repository tab is similar to a space tab with Content view Search view and Members view but no Tag view or Templates view To display a different view of a repository click an icon in the view panel of the repository tab as follows Icon Description Help topic n Content view to browse Navigate content of a space or repository content repository page 67 EMC Documentum CenterStage Version 1 2 SP1 User Guide 61 Repositories Icon Description Help topic Q Search view to discover Search for repository content repository content by using page 62 search strings or filters ag Members view to display View repository members repository members page 63 Related topics View a repository page 62 e View repository members page 63 View a repository To view a repository 1 Doone ofthe following e In the view panel of the My Community tab click Repository Name The My Community tab displays Repo
257. y tab 9 New in CenterStage 9 All Recent Activity Bl Recent Posts Click the blog In the Recent activity area of a preview panel For information about editing a blog home page see Edit an item page page 127 EMC Documentum CenterStage Version 1 2 SP1 User Guide 163 Blogs Related topics Chapter 13 Blogs e Add a blog page 164 View or edit blog properties page 165 Add a blog You can add a blog at the top level of a space within a folder as an attachment to a data table or if the schema allows to a data table entry To add a blog you must have at least Create permission for the location in which to create it To add a blog 1 Open Content view of a space as described in Content view of a space page 50 2 Doone ofthe following Inthe page toolbar at the top level of a space or on a folder page select New gt V Blog Inthe navigation tree right click the top node of the space or in a CenterStage container and then select 9 New gt Blog Inthe content area right click a CenterStage container and then select Q New gt Blog n Attachments view of a data table select Q New 9 Blog Inthe Attachments field if any of a data table entry in view mode select Q New Blog 3 The new blog is created and the home page appears in edit mode The layout of the blog home page is fixed but you can modify the title and welcome message as needed 4 Doone ofthe following
258. ycle 9 Properties E Folder Actions Print UJ Delete Folder Share Folder Subscribe to Folder 1 Start Watching Folder Lifecycle Folder Properties Other actions View the preview panel for an item as described in Preview panels page 27 View add or edit tags CenterStage folders only as described in Chapter 9 Tags With appropriate permissions and for repository folders with comments allowed view and add comments as described in Comment on content page 37 Hide or show the Comments area for repository folders if comments are allowed Note Actions available on the folder toolbar and on the More menu are also available on the shortcut right click menu for items you have selected Related topics 70 Edit a file page 99 Copy items page 81 Move items page 87 Drag and drop items page 92 Delete items page 96 EMC Documentum CenterStage Version 1 2 SP1 User Guide View or edit item properties page 102 Subscribe to content page 74 Watch content page 74 Chapter 19 Versioning Chapter 21 Lifecycles View a file page Browse Content A file page displays information about a file that can help you decide whether to view or edit the content of a file Also on a file page you can perform actions on a file such as comment on it tag it share it and view the file history The file page displays the following Comments if any for a r
259. ycle attached only new entries will get a lifecycle and initial state After deleting the lifecycle field after some entries have been created existing entries will maintain the lifecycle and state and state can be changed in the usual way The lifecycle field will no longer appear in view mode for existing entries New entries will not get a lifecycle and initial state control for applying a lifecycle to a data table entry EMC Documentum CenterStage Version 1 2 SP1 User Guide E Lifecycle Configuration options Entry master page mode Data entry mode View mode Entries list mode e Attachments Description Configuration options Entry master page mode EMC Documentum CenterStage Version 1 2 SP1 User Guide Data Tables Title required The title that appears in the header bar of the field Lifecycle for data table Drop down list of choices for all of the lifecycles available to the data table Initial state for new entries Drop down list of choices for all of the states for the selected lifecycle that can be used as an initial state States are listed in sequential order in the lifecycle e Lifecycle for data table read only text Shows the name of the lifecycle that has been applied to the data table e Initial state for new entries read only text Shows the name of the default initial state for new entries to the data table read only Lifecycle Shows the read only name of the se

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