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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
Admin FAQs
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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.
Managing roles, users, and access rights
This section contains information and instructions for configuring roles, users, and access rights.
Managing roles and timelines
Managing existing roles and timelines
This set of topics provides procedures for managing roles and timelines, once configured.

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
- 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.
  - About document cycles
    IXIASOFT CCMS has a formalized document cycle that ensures that document development stays on track as topics, maps, and images are passed back and forth among the various users.
  - User roles and timelines
    Administrators configure roles and timelines to help the documentation team members manage the documentation cycle.
  - About groups and users
    Groups allow you to categorize groups of people involved directly or peripherally with the documentation development process, in order to manage them as a unit.
  - Location-based groups
    The location-based groups feature is a grouping capability with a provision to define locations within the groups. Adding locations to the groups allows users to gain access to various IXIASOFT CCMS features according to their location.
  - About access rights
    You can determine which features users have access to by defining access rights.
  - Role priority
    When users have multiple roles, role priority can determine how new objects that they create are assigned to them in IXIASOFT CCMS Web.
  - Managing roles and timelines
    - Open the Role Manager window
      The Role Manager window is the starting point for most role management tasks.
    - Understanding the Role Manager window
      The Role Manager window is a GUI that simplifies managing access rights for roles and users. The changes you make here are automatically saved in the accessright.xml file, so this saves you editing the file directly.
    - Default roles in IXIASOFT CCMS
      These are the default roles and their default configurations in IXIASOFT CCMS.
    - Create a role
      You create roles for the members of the documentation development team so that you can assign them document types and timelines.
    - Associate roles with document types
      Once you have created roles, the next step is to associate them with document types.
    - Associate roles with timelines
      Once you have associated roles with document types, you can associate them with timelines.
    - Configure roles by editing roles.xml
      In addition to configuring roles through the Role Manager, you can also configure roles by editing the roles.xml file directly.
    - Managing existing roles and timelines
      This set of topics provides procedures for managing roles and timelines, once configured.
      - Add a new timeline to a document type
        You can assign a new timeline to a document type.
      - Delete a role
        You can remove a role, along with its associated document types and their respective timelines.
      - Dissociate a document type from a role
        As your work process matures, you may need to dissociate a document type from a role.
  - Managing users and groups
    This set of topics describes how to create and configure users and groups, how to assign roles, and how to configure user access to various IXIASOFT CCMS functions.
  - Managing access rights
    The topics in this section describe how to configure user access to various IXIASOFT CCMS functions.
- 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 existing roles and timelines

This set of topics provides procedures for managing roles and timelines, once configured.

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