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CCMS Administration Guides for 6.7 for On-Premise Deployments

CCMS Administration Guide for On-Premise Deployments
Output Generator Administration Guide
Integrating DTDs into IXIASOFT CCMS
OTRS Quick Reference
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CCMS Administration Guide for On-Premise Deployments
A comprehensive guide to the administrative features and functions for the IXIASOFT CCMS, specific to on-premise deployments.
Customizing the Desktop interface
Managing projects
This section contains topics that describe how to configure changes to the project, such as changing pie chart colors, warning colors, time intervals, and so on.

CCMS Administration Guide for On-Premise Deployments
A comprehensive guide to the administrative features and functions for the IXIASOFT CCMS, specific to on-premise deployments.
- Introduction
- Getting Started
  This section contains general information about working with the configuration of the IXIASOFT CCMS.
- Customizing the Desktop interface
  - Configure preset release comments
    You can configure already set comments, which users can then select when they release document objects.
  - Make check in comments mandatory
    For IXIASOFT CCMS Desktop, you can either require that users enter comments when checking in an object or make them optional.
  - Define a new publishing tag
    You can add publishing tags, which are properties that are applied to a map and its topics when a user selects the Publish option for a map.
  - Define custom properties for resources
    You can create custom properties for resource objects so that users can enter additional information about resources that are not directly managed by the IXIASOFT CCMS, such as videos, legacy documentation, etc. The custom properties ensure that this content is indexed and can be searched easily.
  - Configure the AddIds trigger to automatically assign IDs to elements
    In the xpathforids.xml configuration file, you can specify the elements of a map or topic for which you want automatically assigns IDs to specified elements when you release maps and topics.
  - Define a centralized coloring scheme for highlighting conditional text
    You can configure IXIASOFT CCMS to display the conditional text in different colors and styles in Author mode. These colors and styles do not appear in PDFs generated through IXIASOFT CCMS Output Generator.
  - Configure the columns and values displayed in views
    By editing the display.xml file, you can define which columns are available in views and how they are displayed. By editing the Index Definition document, you can control the display of values in views.
  - Speed up the opening of a map
    To improve the speed at which the IXIASOFT CCMS Desktop opens a map, you can configure the objects that do not need to be loaded automatically when a map is open.
  - Hide disabled options
    You can remove disabled (greyed out) options from menus in CCMS Desktop. In the accessrights.dtd file, you add the hide-when-disabled attribute to the file and then set the hide-when-disabled attribute to true for each menu option that you want to hide.
  - Disable multiple selection
    You can prevent users from applying actions to multiple items in a single right-click. In the accessrights.dtd file, you add the multiselect-disabled attribute to the file and then set the multiselect-disabled attribute to true for each menu option that you want to disable.
  - Configure Search view
    You can customize the Search for and Advanced Search panes in the Search view.
  - Simplifying the interface of the IXIASOFT CCMS Desktop
    The simplified user interface (UI) feature allows you to customize the interface of the IXIASOFT CCMS Desktop according to your preferences.
  - Add links to a bug tracking system in the release comments
    You can configure IXIASOFT CCMS so that users can specify the number of the bug that they are fixing when they release a topic. You can specify the link to your bug tracking system in the textmlservercfg.properties configuration file.
  - Modify the look of the text in the Preview view
    You can change the look and feel of a topic viewed in the Preview view.
  - Modify the Referable-Content view
    You can configure the Referable-Content view to display reusable elements from other topic types.
  - Editing index definitions
    The Index Definition document allows you to specify which values are indexed by IXIASOFT CCMS.
  - Add Oxygen XML Editor's document type extensions (framework extensions) to the Content Store
    You can store Oxygen XML Editor's document type extensions (framework extensions) in the Content Store so they are automatically added to Oxygen XML Editor's Preferences when instances of IXIASOFT CCMS Desktop are started.
  - Configure IXIASOFT CCMS Desktop to display in a different language
    The IXIASOFT CCMS Desktop can be displayed in English, French, German, and Japanese.
  - Use an external ID to identify objects during import
    When objects are maintained in an external system and are re-imported regularly to update the existing objects in the Content Store but the external system cannot guarantee consistent filenames on export, you must use an identifier (an external ID) to match the object being imported to the existing object in the Content Store.
  - Managing projects
    This section contains topics that describe how to configure changes to the project, such as changing pie chart colors, warning colors, time intervals, and so on.
    - Configure project settings
      You can configure multiple project settings, including: the word or phrase that designates the project coordinator, time intervals for project progress warnings, color codes for warnings that appear when team workloads exceed the time intervals, and maximum workloads for team members (the numbers of documents assigned).
    - Configure pie chart colors
      You can configure the colors used to represent maps, topics, images, and resources on the pie charts available through the Project Management view. If you do not specify colors, various shades of red are used by default.
  - Managing dictionaries
    IXIASOFT CCMS provides standard dictionaries to spell check your documents.
  - Creating templates
    You can create templates for maps, topics, resources, build manifests, etc.
  - Configuring images
    Contains topics that describe how to change how images are handled.
  - Configuring workflows
    Contains topics describing how to make changes to how workflows are configured.
  - Email notifications
    You can configure IXIASOFT CCMS Web to send users email notifications when certain events occur.
- Customizing DITA within the IXIASOFT CCMS
  This section describes how to customize the Darwin Information Typing Architecture (DITA) standard functionalities of the IXIASOFT CCMS.
- Managing roles, users, and access rights
  This section contains information and instructions for configuring roles, users, and access rights.
- How SSO affects user connections in an on-prem deployment
  If Single Sign-On (SSO) is implemented in an on-premise deployment of IXIASOFT CCMS, logging into your company's identity provider automatically logs you into CCMS Web.
- Configuring localization
  This section describes how to configure the localization process.
- Customizing DRM functionality
  This section describes how to configure the IXIASOFT CCMS for the IXIASOFT Dynamic Release Management module.
- Configuring IXIASOFT CCMS Web
  Although you can perform some basic administration functions in IXIASOFT CCMS Web using the Administration page, some features of CCMS Web are configured elsewhere.
- Administration role within IXIASOFT CCMS Web
  The Administration role within IXIASOFT CCMS Web enables a user with administrator privileges to access additional functions, including user management, the ability to refresh the server for users, provide templates, adjust Collaborative Review settings, and more.
- Securing IXIASOFT TEXTML Server communications
  To secure connections to the IXIASOFT TEXTML Server, you can enable:
- Content Repository collection reference
  The Content Repository contains your DITA content, images, resources, snapshots, taxonomies, DTDs, and system configuration.
- Maintaining a deployment
  The toolsmith works with the administrator to test configuration changes, and to perform updates and upgrades, regression testing, and performance testing on the deployment.
- Generating backups
  Generating and managing backups of your data is a fundamental task for those responsible for maintaining servers and component content management systems.
- Restoring components
  In most cases, except the Content Store, restoring involves reinstalling the components, replacing or reconfiguring the configuration files, and then restarting each component in order.
- Troubleshooting the configuration
  This section provides troubleshooting information.
- Copyright notice
- Technical support
  IXIASOFT Customer Support staff are available to answer your questions. We welcome your comments.

Managing projects

This section contains topics that describe how to configure changes to the project, such as changing pie chart colors, warning colors, time intervals, and so on.

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