Create a resource

This procedure adds a new resource to the repository.

Use this procedure to add a new resource to the repository. You can import a single file or a folder. When you import a folder, all of its files and subfolders are imported and the folder structure is kept in the resource object.

To create a resource:

  1. Do one of the following:
    • On the Document Creation toolbar, click the Create New Resource Object button (Create Resource icon).
    • From the menu bar, select IXIASOFT CCMS > Create Resource.
    The Show/Edit Resource dialog appears.
  2. Enter a Title.
    Titles do not need to be unique.
  3. Enter a brief Description.
    This information is stored in the object's metadata. Enter all the keywords that may be useful when you search for the object.
  4. Select a Resource Type.
    The selections that you see depend on your system configuration. Typical choices might be "pdf-legal", "related Word documents", or "multimedia".
  5. Select a Language.
  6. To import a folder:
    1. Click Import Folder.
      The Browse for Folder dialog appears.
    2. Navigate to the folder to import, select it, and click OK.
      The Show/Edit Resource dialog reappears. The Content area displays the imported folder as well as all the files that it contains.
  7. To import a single file:
    1. Click Import.
      The Open dialog appears.
    2. Navigate to the required file, select it, and click Open.
      The Show/Edit Resource dialog reappears. The Content area displays the new resource.
  8. (Optional): Enter a Description next to the new items, if required.
  9. Repeat the import process as necessary.
  10. (Optional): Select the resource to use as the default and click Set as Default.
    This specifies the file within a resource that will be used, for example, during a build.
  11. If required, click User Properties.
    The User Properties dialog opens.
  12. Enter or select values as required.
    The User Properties dialog is another way to enter indexable information about a resource. The fields or selection lists that appear here are configurable and will vary according to your setup.
  13. (Optional): To save the settings you have selected for Resource Type and Language, click Save Settings.
    Your selections are saved and used as the default values in the dialog. You'll see them the next time you create a resource.
  14. Click OK.
The resource and all its constituent items are added to the repository.
Note: Any resource that you create is automatically assigned to you.
Tip: You can configure a default import directory where the Open dialog will go automatically.