Taxonomy Field Descriptions

• Category Title—Give the taxonomy a title. The title identifies the taxonomy wherever it appears.
• Category Description—If desired, enter a more complete description of the taxonomy. It appears only on the Edit Taxonomy screen.
• Taxonomy Image—If desired, you can assign an image to this taxonomy. For example, in the eCommerce feature, you could display an image that indicates the type of products that make up the taxonomy.

  To display the taxonomy image, use Ektron’s API. A sample of how to do this is provided in the following file, which is part of the developer sample site: site root/developer/taxonomy/taxonomy_image.aspx.

• Template—If desired, select a template to apply to the taxonomy or category.See Also: Applying a Template to a Taxonomy or Category
• Inherit (only appears when creating a category underneath a taxonomy)—Check this box if you want this category to inherit its template from the parent category or taxonomy. If not, assign a template using the Template field (above).
• Category Link—Use this field to direct a site visitor who clicks this taxonomy/category to a page on your Web site. For example, when someone is using your site’s company directory and clicks Human Resources > Benefits, he is directed to that area of your site.

  Without a Category Link, if a site visitor clicks a taxonomy category, the results appear on the same page.

  Enter a path to a destination page relative to your site root folder. For example, aboutus.aspx. When a site visitor clicks this taxonomy/category, he is directed to http://your-URL/siteroot/aboutus.aspx.

  You could also direct the user to a content ID, such as aboutus.aspx?id=62.

• Synchronize Languages—Check this box to synchronize all language versions of content assigned to this taxonomy. That is, maintain the same content in multiple language versions of a taxonomy.

  For example

  • you have English and Spanish versions of the taxonomy 'Press Releases'
  • content ID 406 exists in English and Spanish

  If you add content ID 406 to the English 'Press Releases' taxonomy, Spanish content ID 406 is added to the Spanish 'Press Releases' taxonomy.

  Conversely, if you delete content ID 406 from the Spanish 'Press Releases' taxonomy, content ID 406 is removed from the English 'Press Releases' taxonomy.

  As another example

  • you have English and a Spanish versions of the taxonomy 'Press Releases'
  • content ID 407 exists in English only

  If you add content ID 407 to the English 'Press Releases' taxonomy, the Spanish 'Press Releases' taxonomy is not affected, since content ID 407 does not exist in Spanish.

  Conversely, if you delete content ID 407 from the English 'Press Releases' taxonomy, the Spanish 'Press Releases' taxonomy is not affected, since content ID 407 does not exist in Spanish.

  See Also: Working with Taxonomies in a Multi-Language System

• Create the Taxonomy in All Languages—Check this box if, whenever a taxonomy is created in the default language, it is also automatically created in all other enabled languages.
• Enable—Check this box if you want this taxonomy/category and its subcategories to appear when this taxonomy appears on your Web site.

  Uncheck this box to block categories from appearing as part of this taxonomy. For example, you have not finished creating content for a category.

  If you uncheck this box, this node and its child nodes are indicated by a gray background in the Workarea (see image below).

  

  The gray background also appears when users work with this taxonomy/category on the Edit Content screen’s Category tab.

  This setting does not prevent you from assigning taxonomies/categories in the Workarea.

• Configuration—Select a configuration with which to associate the taxonomy.
  • Content
  • User
  • Group

  NOTE: By default, a new taxonomy’s configuration is content. Also, this field only appears for a taxonomy. It does not appear for categories, which are below the taxonomy.

Assigning a Taxonomy Configuration

Custom Properties tab—Let you extend the taxonomy's functionality by creating custom fields to capture additional information.See Also: Assigning Custom Properties to a Taxonomy

Applying a Template to a Taxonomy or Category

Taxonomy categories are designed to help site visitors find content. To provide a taxonomy-based search, your developer places a Directory server control on a Web page.

By default, when a user clicks a hyperlink on such a Web page, it uses the template assigned to the linked content (as illustrated below). See Also: Working with Templates

To display the linked content in a different template:

1. When creating or editing a taxonomy or category, select the appropriate template at the Template pull-down field (shown above).

   NOTE: Any category below the root level can inherit its parent’s taxonomy template. Use the Inherit checkbox to do this.

   You may need a developer’s help with the rest of these steps.

2. In Visual Studio.Net, open the .aspx page that contains the directory server control.
3. Look at the server control’s MarkupLanguage property.
4. If the property is blank, open the following file: siteroot/workarea/template/taxonomy/taxonomy.ekml.

   If the property displays an EkML file, open that file. Its path may be listed in the property. If the .ekml file’s path is blank, it is workarea/template/taxonomy/.

5. Find the following line: [$HyperLink]<br/>[$Teaser]
6. Replace it with the following: <a href="[$TemplateQuickLink]">[$Title]</a><br/>[$Teaser]
7. Save the .ekml file.

The content selected from this Directory server control will now use the template assigned to the taxonomy/category.

Assigning a Taxonomy Configuration

There are 3 taxonomy configurations (that is, types).

Content—Associate this taxonomy with content. When this configuration is selected

• you can assign content to the taxonomy/category
• the taxonomy category appears on every folder’s properties screen (shown below)
  

  

User—Associate this taxonomy with Ektron or membership users. You select users for this taxonomy on the Assign Items to Taxonomy screen.

Group—This taxonomy‘s categories can be assigned to community groups from the Category tab of the Edit Community Group screen.

If you do not check this box, users can only view taxonomy/category assignments on the Category tab.

Whether or not this box is checked, you can assign taxonomy categories to community groups via the View All Categories of Taxonomy screen.

Numbers on the View Categories Screen

When editing content, if you choose the Category tab, you see Taxonomy categories that may be applied to this content. The number to the right of any taxonomy/category is the total items assigned to it.

The number includes individual items plus all items in any assigned folders. So, for example, if one content item and one folder are assigned to a category, and the folder has 5 items, the category’s number is six.

How Authors Assign Taxonomy Categories to Content

Ektron lets content authors assign a taxonomy category to content. They do this by navigating to a content block, clicking its Category tab, opening a taxonomy, and checking the correct level.

However, all taxonomies may not be available to every content item. Use a folder property's Taxonomy tab to determine which taxonomies may be assigned to content in a folder.

For example, a folder’s content consists of restaurants, and you want to restrict users to the Restaurant taxonomy—users cannot assign other categories to that folder’s content.

How Administrators Assign Taxonomies to a Folder

To make a taxonomy available to a folder:

1. From the Workarea, click Content > Folders then click a folder.
2. Choose View > Properties.
3. Click EditProperties.
4. On the Taxonomy tab, uncheck the Inherit parent configuration checkbox if it is checked. See Also: Inheriting Taxonomies from a Parent Folder
5. Check Taxonomy categories that should be available to this folder.

From now on, users editing content in this folder can assign categories from the selected taxonomies.

Inheriting taxonomies from a parent folder

Inheriting Taxonomies from a Parent Folder

Unlike many folder properties, Taxonomy settings are not inherited from a parent folder by default. But you can cause them to be inherited if that is appropriate. If you are not working on the root folder and the appropriate set of Taxonomies is applied to a folder’s parent folder, go to the folder’s properties screen and check the Inherit parent configuration checkbox.

Requiring the assignment of at least one category

Requiring the Assignment of at Least One Category

In folder properties, you can require all content to be assigned at least one taxonomy category. If you do, when content in that folder is saved, Ektron verifies that at least one taxonomy category is assigned. If none is found, the user must assign a taxonomy category before saving the content.

To set a folder-level requirement for content to be assigned a taxonomy category:

1. Navigate to the folder.
2. Choose View > Properties.
3. Click Edit Properties.
4. Click the Taxonomy Tab.
5. Check the At least one category is Required checkbox.
6. Click Update.

How Administrators Assign a Taxonomy/Category

Assigning content to a taxonomy/category

Assigning Content to a Taxonomy/Category

Prerequisites:

• You can perform this procedure only if a taxonomy’s Configuration > Content check box is checked.
• Only Administrators Group members or taxonomy administrators can assign taxonomy categories to content via the View All Categories of Taxonomy screen. See Also: Defining Roles

1. From the Workarea, go to Content > Taxonomies.
2. Select a language whose taxonomies you want to work with. You can choose All.
   

   

3. Select a taxonomy.
4. Select the category to which you want to assign content.
5. Click Assign Items to Taxonomy ().
6. From the View drop-down, choose the type of the item to associate. See Also: Assigning a Taxonomy Configuration
   

   

7. If you select Content, choose the type of content you wish to see via the Type pulldown.
   

   

   • All types—both archived and active content
   • Content—active content only
   • Library—library files
   • Archived Content—only content that has been archived and set to remain on site.
8. Navigate to the folder that contains the content you want to assign to the taxonomy or category.

   or

   Search for the user or community group to assign to the taxonomy or category.

   NOTE: Folder content appears below the folder list (see below). Also, only content in the selected language appears.

   

   

   

9. Check the box to the left of content, user, or community group you want to assign. You can assign all types of content, even blogs.

Assigning a folder to a taxonomy/category

Assigning a Folder to a Taxonomy/Category

Prerequisites:

• You can perform this procedure only if a taxonomy’s Configuration > Content check box is checked.
• Only administrators or users to whom the Taxonomy-Administrator role has been assigned see the Content > Taxonomies option. See Also: Defining Roles

NOTE: If you assign a folder, a relationship is established between the folder’s content and the taxonomy category. The folder is only a convenience for creating this relationship.
Because there is no relationship between a folder and a taxonomy category, if you delete the folder from the taxonomy, the taxonomy category is still applied to the folder's content.

You can assign a folder to a taxonomy, thereby displaying published content in the folder when the page is viewed. As content is added to or deleted from the folder, the taxonomy on the Web page changes dynamically.

For example, you have a “Top News Stories” folder, in which newer news items are frequently added, and old ones are deleted. The taxonomy only shows the latest news items. The updating of the content is handled by the taxonomy automatically.

WARNING! If you move content from a folder to which a taxonomy category is assigned, the category remains with the content in the new folder. If the new folder also has a taxonomy category assigned, the new category is also applied to the moved content.

To assign a folder to a taxonomy category:

1. From the Workarea, choose Content > Taxonomies.
2. Select the language of the taxonomy on which to work.
3. Select the taxonomy or category to which you want to assign a folder.
4. Click Assign Folders to Taxonomy ().
5. Navigate to the folder you want to assign to the taxonomy or category.
6. Check the folders you want to assign.
   

   

7. Click Update.

   WARNING! Only checked folders are assigned to the taxonomy/category. Checking a parent folder has no effect on its child folders.

Assigning a taxonomy/category to a Community Group

Assigning a Taxonomy/Category to a Community Group

Prerequisite: You can perform this procedure only if a taxonomy’s Configuration > Group check box is checked. See Also: Assigning a Taxonomy Configuration

You can assign a taxonomy/category to a community group from either a Community Web site or the Workarea.

Assigning a taxonomy/category to a Community Group from the Workarea Community Group area

Assigning a Taxonomy/Category to a Community Group from the Workarea Community Group Area

1. Navigate to Settings > Community Management > Community Groups.
2. Select a community group.
3. Click Edit this Community Group.
4. Click the Category Tab.
   

   

5. Check the taxonomies or categories to apply.
6. Click Save.

Assigning a taxonomy/category to a Community Group from the Workarea

Assigning a Taxonomy/Category to a Community Group from the Workarea

Members of the administrators group or taxonomy administrators can assign taxonomy categories to community groups via the View All Categories of Taxonomy screen. See Also: Defining Roles

1. From the Workarea, go to Content > Taxonomies.
2. Select a language whose taxonomies you want to work with. You can choose All.
   

   

3. Select a taxonomy.
4. Select the category to which you want to assign content.
5. Click Assign Items to Taxonomy ().
6. From the View drop-down, click Community Groups.
   

   

7. A search field appears. Click the search icon to see a list of all community groups. Or, enter one or more letters, and only groups containing them appear.
   

   

8. Check the box next to community groups you want to assign.
9. Click Save.

Assigning a taxonomy/category to a Community Group from a community Web site

Assigning a Taxonomy/Category to a Community Group from a Community Web Site

1. Log into the Community Web site.
2. Click the Community Groups link. The link's location varies, depending on your site setup.
3. Click the community group that you want to edit.
4. Click Edit Group.
   

   

   

5. Click the Category tab.
6. Check taxonomies or categories to apply.
7. Click Save.

Assigning a taxonomy/category to a Membership user

Assigning a Taxonomy/Category to a Membership User

You can assign a taxonomy/category to a membership user from a Community Web site or the Workarea.

Prerequisite: The taxonomy’s Configuration > User box is checked.

Assigning taxonomy/category to Community Group from Web site

Assigning Taxonomy/Category to Community Group from Web Site

1. Log into the Community Web site.
2. Click the Community Groups link. The location of this link varies, depending on your site setup.
3. Click the community group whose members you want to edit.
4. Click Members.
   

   

5. Click a user.
6. Click EditProfile.
7. Click the Category tab.
   

   

8. Check the taxonomies or categories to apply.
9. Click Save.

Assigning a taxonomy/category to a Community Group in the Workarea

Assigning Taxonomy/Category to Community Group from Workarea

Prerequisite: Members of the administrators group or taxonomy administrators can assign taxonomy categories to community group Members via the View All Categories of Taxonomy screen. See Also: Defining Roles

1. From the Workarea, go to Content > Taxonomies.
2. Select a language whose taxonomies you want to work with (see image below). You can choose All.
   

   

3. Select a taxonomy.
4. Select the category to which you want to assign content.
5. Click Assign Items to Taxonomy ().
6. From the View drop-down, click Members.
   

   

7. A search field appears. Click the search icon to see a list of all community members. Or, enter one or more letters, and only members containing them appear. You can use the pulldown to specify if you are searching the membership user's first name, last name or user name.
   

   

8. Check the box next to membership users you want to assign.
9. Click Update.

Assigning a taxonomy/category to a user

Assigning a Taxonomy/Category to a User

Prerequisite: Members of the administrators group or taxonomy administrators can assign taxonomy categories to Ektron users via the View All Categories of Taxonomy screen. See Also: Defining Roles

1. From the Workarea, go to Content > Taxonomies.
2. Select a language whose taxonomies you want to work with (see image below). You can choose All.
   

   

3. Select a taxonomy.
4. Select the category to which you want to assign content.
5. Click Assign Items to Taxonomy ().
6. From the View drop-down, click CMS Authors.
   

   

7. A search field appears. Click the search icon to see a list of all Ektron users (that is, authors). Or, enter one or more letters, and only users containing them appear. You can also use the pulldown to specify if you are searching the user's first name, last name or user name.
8. Check the box to the left of the users you want to assign.
9. Click Update.

Viewing All Taxonomies

The View All Taxonomies screen displays all taxonomies currently in Ektron. The language pull down lets you filter the list by a language. To work with any taxonomy, select it. When you do, it appears within the View All Categories of Taxonomy screen.

Viewing a Taxonomy

The View All Categories of Taxonomy screen exposes all categories in a selected taxonomy. Use this screen to perform tasks on a taxonomy or one of its categories, such as adding new categories, assigning content to a category, and changing the order of items.

To access the View All Categories of Taxonomy screen:

1. From the Ektron Workarea, go to Content > Taxonomies
2. Click the top Taxonomy node to see all taxonomies.
   

   

3. Use the language pull-down to select the language of the taxonomy you want to work with
   

   

4. Click a taxonomy. The View Taxonomy screen appears.
   

   

Edit a Taxonomy/Category’s Fields

To edit a Taxonomy’s fields:

Prerequisite: Only administrators or users assigend to the Taxonomy Administrator role see the Content > Taxonomies option. See Also: Defining Roles

1. From the Workarea, go to Content > Taxonomies.
2. Select the taxonomy from the list of taxonomies.
3. Click Edit (). The following screen appears.
   

   

For a description of these fields, see Taxonomy Field Descriptions

Copying and Moving a Taxonomy

You can move any taxonomy category to any other taxonomy or category. There are 2 ways to do this.

Copying and moving a taxonomy category using a toolbar button

Copying/Moving a Taxonomy Category using a Toolbar Button

1. From the Content > Taxonomies area of the Workarea, open the category that you want to move or copy.
2. Click Move/copy ().
3. A dialog appears. Select a taxonomy/category to which you want to move/copy the current category.
   

   

4. Click
   • right arrow () to move the taxonomy/category to the new location
   • Copy to the current Taxonomy to copy the taxonomy/category to the new location

Copying/Moving a taxonomy category using menu options

Copying/Moving a Taxonomy Category using Menu Options

1. From the left panel of the Taxonomy area, right click a category.
2. Choose Cut category name or Copy category name.
3. Hover over the destination category
4. Click Paste Taxonomy.

Deleting a Taxonomy/Category

There are 2 ways to delete a taxonomy or category.

NOTE: After you delete a taxonomy, it can no longer be assigned to content and folders. Further, existing links to content (via the Category tab) are deleted. And, if a taxonomy was assigned to a folder (via the Folder Properties screen), it is no longer assigned.

See Also: Deleting a Taxonomy in a Multi-Language Environment

Deleting a taxonomy from View All Taxonomies screen

Deleting a Taxonomy from View All Taxonomies Screen

NOTE: Only administrators or users to whom the Taxonomy Administrator role has been assigned see the Content > Taxonomies option. See Also: Defining Roles

1. From the Workarea, go to Content> Taxonomies.
2. From the View All Taxonomies screen, check the box next to the taxonomy you want to delete.
3. Click Delete ().

   NOTE: The delete button does not appear if the language selector is set to All.

Deleting a category from View All Categories screen

Deleting a Category from View All Categories Screen

1. From the Workarea, go to Content > Taxonomies.
2. Select a taxonomy from the list of taxonomies. The taxonomy items and properties appear on the right.
3. Click Delete (). A confirmation message appears.
4. Click OK.

Adding a Category to a Taxonomy/Category

Follow these steps to add a category to a taxonomy, or to add a subcategory to a category.

Prerequisite: Only administrators or users to whom the Taxonomy Administrator role has been assigned see the Content > Taxonomies option.See Also: Defining Roles

1. From the Workarea, go to Content Tab > Taxonomy.
2. Select the taxonomy or category under which you want to create a new category.
3. Click Add Category. The Add Category screen appears.
4. Complete the fields for the new category. See Also: Taxonomy Field Descriptions
5. Click Save.

Removing Content from a Taxonomy/Category

Prerequisite: Only administrators or users to whom the Taxonomy Administrator role has been assigned see the Content > Taxonomies option.See Also: Defining Roles

1. From the Workarea, go to Content > Taxonomies.
2. Select a taxonomy or category.
3. Check the box to the left of content you want to remove.
   

   

4. Click Remove Items.

Removing a Folder from a Taxonomy/Category

Prerequisite: Only administrators or users to whom the Taxonomy Administrator role has been assigned see the Content > Taxonomies option.See Also: Defining Roles

Background information

Background Information

If you assign a content folder to a taxonomy category, the internal relationship is between the folder’s content and a taxonomy category. A folder is merely a convenience for creating this relationship. There is no data connection between a folder and a taxonomy category.

Therefore, if you delete a content folder from a taxonomy category, all content in that folder remains assigned to it. To remove the folder’s content from the category, see Removing Content from a Taxonomy/Category.

However, after deleting a content folder, the connection between the folder and taxonomy category is broken. So, content subsequently added to the folder is not assigned to the taxonomy.

Steps for removing a folder from a taxonomy

Steps for Removing a Folder from a Taxonomy

1. From the Workarea, go to Content > Taxonomies.
2. Select the taxonomy or category that has the folder that you want to delete.
3. From the View drop-down, select Folder(s).
   

   

4. Check the box next to folders you want to remove.

   NOTE: To remove all folders, check the box in the title bar.

5. Click Remove Items.

Changing the Order of Categories Assigned to a Taxonomy/Category

Prerequisite: Only administrators or users to whom the Taxonomy Administrator role has been assigned see the Content > Taxonomies option.See Also: Defining Roles

You can reorder (that is, change the sequence of) the categories below a taxonomy or one of its categories. Reordered subcategories appear only within the Ektron Workarea.

To reorder the categories assigned to a taxonomy or category:

See Also: Adding a Category to a Taxonomy/Category

1. From the Workarea, go to Content > Taxonomy.
2. Select a taxonomy or category that has content that you want to reorder.
3. Click Reorder ().
4. Set the Type drop-down list to Category.
   

   

5. Select an item that you want to move up or down.
6. Click the up or down arrow to move the item in that direction.
7. Continue steps 5 and 6 until all content is in the desired order.
8. If there are several language versions of this taxonomy, you can automatically reorder all versions. To do that, check Apply ordering for all languages.
9. Click Update.

Changing the Order of Content Assigned to a Taxonomy/Category

You can reorder (that is, change the sequence of) content within a category. Reordered content appears within the Ektron Workarea and can appear on your Web site of the Directory server control’s ItemSortOrder property is set to taxonomy_item_display_order.

To reorder the content assigned to a category:

Prerequisite: Only administrators or users to whom the Taxonomy Administrator role has been assigned see the Content > Taxonomies option.See Also: Defining Roles

1. From the Workarea, go to Content > Taxonomies.
2. Select the taxonomy or category that has the content that you want to reorder.
3. Click Reorder ().
4. Set the Type drop-down list to items.
   

   

5. All items assigned to the category appear.
6. Select content that you want to move up or down.
7. Click the up or down arrow to move the item in that direction.
8. Continue steps 6 and 7 until all content is in the desired order.
9. Click Update.

Importing and Exporting a Taxonomy

You can export any taxonomy as an xml file. Then, you can reuse it or send it to someone else, who would import it to bring a copy of it onto their computer.

You can use the Export/Import feature like a “save as” feature. For example, you want to create a taxonomy that is similar to an existing one but has a few differences. The easiest way to do this is to export an existing one, import it under a new name, and edit it.

See sample taxonomy saved as an XML document.

<ArrayOfTaxonomyData xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" 
xmlns:xsd="http://www.w3.org/2001/XMLSchema">
    <TaxonomyData>
      <TaxonomyId>959</TaxonomyId>
      <TaxonomyName>Bob Taxonomy</TaxonomyName>
      <TaxonomyLanguage>1033</TaxonomyLanguage>
       <TaxonomyLanguageName>English (U.S.)</TaxonomyLanguageName>
       <TaxonomyDescription>Sample</TaxonomyDescription>
         <Taxonomy>
           <TaxonomyData>
             <TaxonomyId>960</TaxonomyId>
             <TaxonomyName>Subnode</TaxonomyName>
             <TaxonomyLanguage>1033</TaxonomyLanguage>
             <TaxonomyLanguageName>English (U.S.)</TaxonomyLanguageName>
             <TaxonomyDescription />
           <Taxonomy />
         </TaxonomyData>
         </Taxonomy>
       </TaxonomyData>
 </ArrayOfTaxonomyData>

Exporting a taxonomy

Exporting a Taxonomy

Exporting a taxonomy means saving it as an .xml file on your computer or network drive. To export a taxonomy:

1. From the Workarea, go to Content > Taxonomies.
2. Select the language of the taxonomy that you want to export.
3. All taxonomies in that language appear.
4. Click a taxonomy that you want to export.
5. Click Export Taxonomy ().
6. You are prompted to select a folder into which to save it.

Importing a Taxonomy

Importing a Taxonomy

1. From the Workarea, go to Content > Taxonomies > Taxonomies.
2. Click Import Taxonomy (). The Import Taxonomy screen appears.
   

   

3. In the Title field, enter a name for your new taxonomy.
4. Click Browse.
5. Navigate to the taxonomy file you want to import. The path appears in the Files field.

   NOTE: Alternatively, you can enter or paste the xml into the XML box.

6. Determine the taxonomy’s configuration. See Also: Assigning a Taxonomy Configuration
7. Click Import Taxonomy.

   NOTE: If you assign a name that is already given to a taxonomy, Ektron appends a number to the title, beginning with 1.

Creating Custom Taxonomy Properties

To create a custom taxonomy property:

1. Go to the Settings > Configuration > Custom Properties screen.
2. Select the language of the new custom property. You will only be able to apply the custom property to taxonomies/categories in this language.
3. From the ObjectType pulldown, click Taxonomy.
   

   

4. Click Add. The Add Custom Property screen appears.
   

   

5. Use the information below to complete the screen.
   

   Name—Enter the custom property name. The name identifies the custom property on the Edit Taxonomy screen's Custom Properties tab.

   Editable—Check this box to allow the user who is applying this custom property to choose a value or edit the default value.

   Uncheck the box if the user cannot choose or edit the value. In this case, he is only applying the property. If a property is not editable and has several values (type string: select from list or boolean), only the first or selected value is applied to the property.

   Example of an Editable Custom Property

   Assume you manage an auto parts stores and want a custom taxonomy property to indicate if a car can be repaired at a facility. You create a property named Repair Services Available, and make it boolean and editable. Then, the person applying that custom property to a taxonomy category can choose Yes or No to indicate if repair services are available.

   Enabled—Check this box if this property can be applied to taxonomy categories. If you uncheck this box, this property does not appear on the Edit Taxonomy screen's Custom Properties tab.

   Data Type—

   • String—a series of characters
   • Boolean—true (yes) or false (no)
   • Numeric—a series of numbers
   • DateTime—one or more dates and times selected from a calendar popup

   Display Type/Value—If the Data Type is String, Numeric or DateTime, you have 2 choices.

   NOTE:  If the Data Type is boolean, select either Yes or No.

   • Select a single value—the property accepts one value
   • Select from a list—the property accepts several values. When you choose this option, a lower field appears.

   

   

   In the top field, insert a value then click Add. When you do, the value moves to the lower field. Continue until all values are entered.

   If you want to edit the order of the values, use the up/down arrows (circled above).

   NOTE:  If Editable is checked and you insert several values, the user applying the custom property can choose the value. If Editable is not checked, the first value is applied to the custom property.

6. Click Save.

Editing a Custom Taxonomy Property

Follow these steps to edit a custom taxonomy property.

1. In the Workarea, click Settings > Configuration > Custom Properties.
2. Select the language of the custom property.
3. From the ObjectType pulldown, click Taxonomy.
   

   

4. Click the Title of the custom taxonomy property you want to edit.
5. The Edit Custom Property screen appears.
6. Move to the field you want to change. You can edit these fields:
   • Name
   • Editable
   • Enabled
   • Value

   For descriptions of these fields, see Taxonomy .

   NOTE: You cannot edit the ID, Language, CMS Object Type, Data Type, or Display Type fields. If you need to change these fields, delete the custom property and create a new one.

7. Click Save.

Deleting a Custom Taxonomy Property

If you delete a custom taxonomy property

• it remains assigned to all taxonomy categories to which it is assigned
• it cannot be assigned to additional taxonomy categories

Follow these steps to delete a custom taxonomy property.

1. In the Workarea, click Settings > Configuration > Custom Properties.
2. From the ObjectType pulldown, click Taxonomy.
   

   

3. Select the language of the custom property.
4. Click the Title of the property you want to delete.
5. Click Delete ().
6. A dialog box asks you to confirm.
7. Click OK.

Changing the Order of Custom Taxonomy Property Values

From the Edit Custom Property screen, you can change the order in which the values appear on the Custom Properties tab.

Follow these steps to set the order of values in a custom taxonomy property.

1. In the Workarea, click Settings > Configuration > Custom Properties.
2. From the ObjectType pulldown, click Taxonomy.
   

   

3. Select the language of the custom property.
4. Click the Title of the custom taxonomy property.
5. In the Value field, select item(s) to reorder.
   

   

6. Click the Up or Down arrows to move the value up or down.
7. Click Save.

Multiple Language Support for Custom Taxonomy Properties

Like most Ektron objects, custom taxonomy properties have a language attribute. Each taxonomy also has a language. You can only apply custom properties to a taxonomy if their languages match.

Translating a custom taxonomy property to another language

Translating a Custom Taxonomy Property into Another Language

When creating a custom property, you select its language. See Also: Creating Custom Taxonomy Properties This section describes how to save a custom taxonomy property in a different language. The new version uses the same ID number as the original language version. You can change the following fields from the original.

• Name
• Editable
• Enabled
• Data Type
• Display Type
• Value

For descriptions of these fields, see Taxonomy .

After you create the new language version, it is no longer linked to the original. For example, if you edit or delete the original language version, that does not affect the new version.

Follow these steps explain to create a custom taxonomy property in another language.

1. In the Workarea, click Settings > Configuration > Custom Properties.
2. Select the language of the custom property.
3. From the ObjectType pulldown, click TaxonomyNode (shown below).
   

   

4. Click the Title of the custom taxonomy property to be created in another language.
5. From the Add pulldown, select the language in which you want to create the custom property.
   

   

   NOTE: The Add drop-down shows enabled languages for which this custom property does not already exist.

6. Information from the original language property fills the screen as default values. Edit them as desired.
7. Click Save.

Using the Taxonomy Search

To use the search, a site visitor enters a search term and clicks the Directory radio button (above the Search box). The screen may return links in 2 areas below Breadcrumb.

• Category—all categories below the selected level with content that includes the search term. Click a category to see a list of content that includes the search term in that taxonomy/category level or one of its subcategories.
• Articles—content within the currently selected taxonomy/category level that includes the search term

As illustrated below, within the Editor category, one category (eWebEditPro) includes content with the word library. And, one content block (The best Microsoft Word content processing) includes library.

Creating a Taxonomy in a Multi-Language Environment

When you create a new taxonomy, you select a language. At that point, a version of that taxonomy is created for each enabled language.

For example, you create a taxonomy in English, and French and Spanish are also enabled (in the Settings > Language Settings screen). Ektron now has versions of that taxonomy in English, French, and Spanish. The ID of each taxonomy is the same, but the language ID is different. You do not need to use all language versions. And, if you add categories to one language taxonomy, those categories are automatically added to the other language versions of that taxonomy.

The Synchronize Languages field on the taxonomy properties screen determines if all language versions are linked. If that field is checked and you assign content to the English taxonomy, content with the same id in the other languages is assigned to the French and Spanish versions.

Deleting a Taxonomy in a Multi-Language Environment

If you delete a taxonomy, all related language versions are also deleted.

Enabling/Disabling a Taxonomy in a Multi-Language Environment

If you enable a new Workarea language, a version of every taxonomy is automatically created in that language.

If you disable a language, all of its taxonomies are deleted.

See Also: Working with Multi-Language Content

Taxonomy Properties in a Multi-Language Environment

Initially, all related-language versions of a taxonomy inherit properties from the original language version. For example, if you create a taxonomy in English and French is also enabled, the French Taxonomy description is the same as the English one, as are the taxonomy image, taxonomy template, value of Display? checkbox, and so on.

However, after the initial creation of the multiple-language versions, changes to taxonomy properties affect the current language only -- they do not affect the related-language versions.

Assigning Content to a Multi-Language Taxonomy

Ektron supports multiple language versions of content. When applying content to a taxonomy category, you can only apply content whose language matches the taxonomy language. If that content exists in other languages, the related-language version is also applied to the related-language taxonomy if the Synchronize Languages field is checked on the Taxonomy Properties screen.

So, to continue the above example, assume there is a taxonomy in English and you apply content item ID=30, Sample Content Block to one of its categories. If that taxonomy exists in German, the content block titled Ektron Server Kontrollen (also ID=30) is applied to the corresponding category in the related German taxonomy.

If there is no corresponding German content, nothing is applied to the German taxonomy category.

Removing Content from a Multi-Language Taxonomy

If you remove content from a taxonomy in any language, it is removed from all language-related taxonomies.

Effect of Multi-Language on Folder’s Taxonomy Properties

If there are several language-related versions of a taxonomy and you select one of them then edit a folder’s taxonomy properties, content in the related language inherits the taxonomy folder properties.

For example, assume I select English, then edit a folder’s taxonomy properties and apply taxonomy categories. If I later edit French content in that folder, the corresponding French taxonomy’s categories are available to be assigned via the Category tab.

Further, the value of the At least one category is Required check box is also inherited. This means that if a category must be applied to English content, it is also required for French content.

Assigning Folders to a Multi-Language Taxonomy

When you assign a folder to a taxonomy category, you indicate that all folder content is assigned to that node. Ektron folders are language-neutral, so the folder is also applied to the corresponding taxonomy category in every language. However, only folder content that matches the taxonomy’s language is assigned to the taxonomy category.

So, for example, a folder has 3 content blocks.

If you apply that folder to a taxonomy, the English version of the taxonomy has 3 content blocks assigned, but the German version only gets one content block (ID 100).

If content is later added to the folder, new English content is assigned to the English taxonomy, and new German content is assigned to the German taxonomy.

NOTE: If you apply a folder to a taxonomy, numbers on the View Taxonomy screen indicate how many content items are applied to it. Unless you have the same number of content items in each language, this number is different for every language.

Removing Folders from a Multi-Language Taxonomy

If you remove a folder from its assignment to a taxonomy category, the content in that folder is still applied. So, you must also remove all of its content, as described in Removing Content from a Multi-Language Taxonomy.

Reordering Content in a Multi-Language Taxonomy

If you reorder the content assigned to a taxonomy category, there is no change to corresponding categories in other languages. This is because there is no guarantee that content that exists in one language exists in the other languages.

Reordering Categories in a Multi-Language Taxonomy

If you reorder categories assigned to a Taxonomy/Category, you have the option of applying the changes to all language-related categories.

Improving Taxonomy Performance

To minimize taxonomy’s impact on the performance of your production server, follow these guidelines.

• Use the default page size (50). If you need to customize page size, use Ektron’s API, but do not increase it above 800.
• For large databases, do not increase the value of the TaxonomyDepth property above 1. Changing this value dramatically slows down your production server’s performance. However, you can increase depth on your staging server for testing purposes.

Directory Server Control Properties

The following are Ektron-specific server control properties. You can find information about native .NET properties such as font, height, width and border style in Visual Studio^® help.

• AddItemFolderID (Long)

  Define the Ektron folder ID where content is stored when an item is added to the taxonomy via the Add Asset link or the Add Content link. To enable adding content items via the Directory server control, you must use an EkML file with the [$AddAsset] and [$AddArticle] variables. See Also: taxonomy.ekml

• Authenticated (String)

  Indicates if you are logged into the CMS Explorer and can use it to browse to content, collections, and so on. See Also: Browsing Your Ektron Site Using CMS Explorer.

• CacheInterval (Double)

  The number of seconds that the server control’s data is cached. The default is 0 (zero). For example, if you want to cache the data for 5 minutes, set to 300. See Also: Caching with Server Controls.

  WARNING! If the EnablePaging property is set to True, the CacheInterval property is disabled.

• DisplayXslt (String)

  If desired, enter a relative or absolute path to an Xslt that determines the display of the page.

  WARNING! If you specify an external file, do not store this file in the Workarea folder. If you store this file in the Workarea folder, the file will be lost when you upgrade.
  If you enter a valid EkML file at the MarkupLanguage property, the Displayxslt property value is ignored.

• DoInitFill (Boolean)

  By default, Fill occurs during the Page_Init event. Set to false if you want to postpone the fill-action until later. In this case, Fill is automatically called during the Page Render event. You might do this if you need to set or change a property on the control in code-behind and have it render with your changes shown.

• DynamicParameter (String)

  Gets or sets the QueryString parameter to read a content ID dynamically.

• EnableAjax (Boolean)

  Set to true to enable Ajax searches. When enabled, the MaxResults property determines the maximum number of results per page.

  • True—Enable Ajax Search (default value)
  • False—Original HTML Search
• EnablePaging (Boolean)

  This property, in conjunction with the MaxNumber property, lets site visitors view an unlimited number of items while controlling the amount of screen space. The MaxNumber property limits the number of items displayed. If you set this property to True, and the number of items exceeds MaxNumber, navigation aids appear below the last item, allowing the visitor to go to the next screen. See example below.

  

  So, for example, if a taxonomy has 9 items and MaxResults is set to 3, the screen displays only the first 3 items. When the site visitor clicks [Next], he sees items 4, 5 and 6, and so on.

  WARNING! If the EnablePaging property is set to True, the CacheInterval property is disabled.

• EnableSearch (Boolean)

  Set to True if you want a search box (shown below) to appear above this taxonomy display. A site visitor can use the search to find content within a taxonomy/category that includes terms of interest. To suppress the search box, set to False.

  

• GetAnalyticsData (Boolean)

  Set this property to True if you want the following information for each content in the list. Returns Content View Count, Content Rating, Content Rating Average. Create your own XSLT styles to display this data.

  WARNING! This property only provides reliable data when the Business Analytics Feature is on. Business Analytics.

• Hide (Boolean)

  Hides or displays the output of the control in design time and run time.

  • True—Hide the control output.
  • False—Display the control output.
• IncludeIcon (Boolean)

  Choose whether to display icons next to the taxonomy’s links.

  This property only works when ecmSummary or ecmTeaser are used in the DisplayXslt property. When the [$ImageIcon] variable is used in an EkML file and that file is assigned to the MarkupLanguage property, this property acts as True.

  

  • True—Show icons
  • False—Hide icons
• Language (Integer)

  Set a language for viewing content; shows results in design-time (in Visual Studio) and at run-time (in a browser).

• LinkTarget (ItemnLinkTargets)

  Determines the type of window that appears when you click a link in the server control.

  • _Self (default)—opens in same window.
  • _Top—opens in parent window.
  • _Blank—opens in new window.
  • _Parent—opens in the parent frame.
• MarkupLanguage (String)

  Identify the template markup file that controls the display of the server control. For example, mymarkup.ekml. If the EkML file is located in the same folder as the Web form containing the server control, just enter its name. Otherwise, the path to the file can be relative or absolute. See also: Controlling Output with Ektron Markup Language 

  See Also: taxonomy.ekml

  WARNING! If you enter a valid EkML file at the MarkupLanguage property, the Displayxslt property value is ignored. If the EkML file contains the [$ImageIcon] variable, the IncludeIcons property acts as True.

• MaxResults (Integer)

  Enter the maximum number of items to appear in the initial display of this server control. If you set this value to zero (0), the maximum is 50. To let site visitors view more than the maximum but limit the amount of space being occupied, enter the maximum number of results per page here. Then, set the EnablePaging property to True. If you do and more than the number of MaxResults are available, navigation aids appear below the last item to help the site visitor view additional items. See example below.

  

• OrderItemsBy

  Specify the sort order of results. Choices are:

  • taxonomy_item_display_order—the order of taxonomy items as set in the Workarea. For additional information, see Changing the Order of Content Assigned to a Taxonomy/Category.
  • content_title—the content is listed in alphabetical order by title.
  • date_created—content is listed in the order by which it was created.
  • last_edit_date—content is listed in order, by its last edit date.
  • content_rating_average—Business Analytics Content Rating
  • content_view_count—Business Analytics Content Views

  You can specify the direction of the items with the SortDirection property.

• PreserveUrlParameters (Boolean)

  Set to true if this control needs to preserve the URL parameters on the page. For example, if a server control displays a list of content items, the URL parameter passes to the control the template names and id values that the template expects. Set to false if the server control does not need to pass the URL parameters to the server control. The default value is false.

• Recursive (Boolean)

  Set to True to include child folders of the parent folder.

• ShowAllChecked (Boolean)

  When set to True, a check box appears in the Show All check box.

• ShowCount (Boolean)

  Indicates if the number of taxonomy items appears next to each category when displayed in the Web site. (See example below.) Default value is false.

  

• ShowRoot (Boolean)
  • False— if you want Top to represent the first node of the taxonomy path.
  • True— if you want the name of the first node of the taxonomy path to appear instead of Top.

  

• SortDirection (String)

  Select the direction of the ItemSortOrder property. Choose Ascending or Descending.

• TaxonomyCols (Integer)

  Enter the number of columns in which this taxonomy/category will appear on the page.

• TaxonomyDepth (Integer)

  Enter the number of taxonomy levels to retrieve below each taxonomy/category if you are accessing a taxonomy’s XML using code-behind. For example, if the taxonomy is Businesses > Restaurants > Pizza, and you set Taxonomy Depth to 2, only Business and Restaurants are available in code-behind. This setting has no effect on the display generated by the Directory server control, which always displays only one level below the current. To retrieve all categories for a taxonomy recursively, enter -1. The default value is 1.

  IMPORTANT: For a live site, leave this value at 1. Increasing this value can slow down your live Web server. However, for testing on a staging server, you can increase the depth.

• TaxonomyId (Long)

  Enter the ID number of the taxonomy or category to appear in this server control. If you don’t know the number, click the button and navigate to the taxonomy or category.

• TaxonomyItemCols (Integer)

  Enter the number of columns in which this taxonomy/category items (articles) will appear on the page.

• WrapTag (String)

  Lets a developer specify a server control’s tag.

  • Span (default)—designate an inline portion of an HTML document as a span element.
  • Div—apply attributes to a block of code.
  • Custom—Lets you use a custom tag.