Changing status names for Collaborative Reviews

In IXIASOFT CCMS 6.3, new status names are used in Collaborative Reviews. You must add them manually to use the new names.

Note: The statuses referred to in this procedure (open and closed), where the default names for these statuses. Your configuration might use different names.

To help identify the correct statuses to rename, the following are the default names with short descriptions of the default behavior:

  • Open: The initial status of Collaborative Reviews. In this status, Collaborative Reviews appear on reviewers' My Assignments pages, and users can add annotations, reply to other users' annotations, and mark themselves as finished.
  • Closed: The next status after open. Reviewers cannot add new annotations in this status and could not even see Collaborative Reviews in this status prior to IXIASOFT CCMS Web 6.3.

To update the status names:

  1. Open the TEXTML Administration perspective by clicking the TEXTML Administration shortcut on the tool bar. If the shortcut is not displayed, follow these steps:
    1. Select Window > Perspective > Open Perspective > Other
    2. Click TEXTML Administration.
    3. Click Open.
  2. In the TEXTML Administration view, double-click the server.
  3. If your server is not displayed in the view, add it by doing the following:
    1. To find the server name, click Window > Preferences and select IXIASOFT CCMS.
      In the TEXTML Server Connection section, the server name is the Hostname.
    2. Copy the Hostname and close the Preferences window.
    3. In the TEXTML Administration view, right-click and select Add Server.
    4. In the Server field, enter the server name.
      The Port field should fill automatically. If you need the port number, you can find it in the same place as the server name in the Preferences window.
    5. Click OK.
  4. When the Connect as dialog opens, type your username and password and click OK.
  5. Double-click the name of your Content Store to open a connection to it.
  6. Navigate to Repository > System > conf.
  7. Check out and open collaborativereview_status.xml.
    1. Rename the status open as review.
    2. Change the next status for it from closed to in discussion.
    3. Rename the status closed as in discussion.
    4. Change the next status for it from open to review.
    5. For the status done, rename the next status toin discussion.
    6. Create a new status named open with the attribute type="cancelled" and level=10.
      This is required to keep existing Collaborative Reviews valid.
    7. Set the next status for it as review.
      This allows you to migrate existing Collaborative Reviews with the old status to the new status.
    8. Create a new status named closed with the attribute type="cancelled" and level=10.
    9. Set the next status for it as in discussion.
  8. Check out and open roles.xml.
  9. For all roles that have the doctype Collaborative-Review, do the following:
    1. Rename the status open as review.
    2. Rename the next status closed to in discussion.
      This ensures that writers and reviewers see Collaborative-Reviews in their assignments after finishing them.
  10. Check out and open accessrights.xml.
    1. Replace all instances of the Collaborative-Review status open with review.
    2. Replace all instances of the Collaborative-Review status closed with in discussion.
  11. Save, check in, and close the files.
  12. Use the Administration area of CCMS Web to refresh the web server