Set up templates for IXIASOFT CCMS Web

Before anyone can create new maps or topics in IXIASOFT CCMS Web, you need to set up templates inside CCMS Web. These templates use the template source files built in IXIASOFT CCMS Desktop but link the template source files to roles.

This task is typically performed by a CCMS Admin.
  1. Plan the topic and map templates you want for each role in CCMS Web.
    For example, you might want SMEs to have a simplified set of concept, task, and reference topic templates.
  2. Create topic and map templates in IXIASOFT CCMS Desktop that can be used in CCMS Web:
    1. Log into CCMS Desktop as a System Administrator or other user with permission to configure templates in the TEXTML Administration perspective.
    2. Navigate to the system/templates folder.
    3. Create map and topic templates for CCMS Web.
      For instructions on creating templates, see the Administration Guide for IXIASOFT CCMS.
      Tip: It is helpful to create a web sub-folder in the maps folder and in the topics folder to easily identify and group templates design for CCMS Web.
  3. In CCMS Web, set up the templates for each role:
    1. Log in to CCMS Web as a user with Administrator permissions.
    2. Click Hamburger icon > Administration.
    3. Click Templates.
    4. Click Map Templates or Topic Templates.
    5. Follow the prompts to create each map or topic template.
      Each template in CCMS Web has the following settings:
      • name
      • description, which is optional but strongly recommended so that users select the correct template
      • source file (a template file created in CCMS Desktop)
      • role, such as SME or Writer