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Community Administration
Features for managing shared community document classes, retention policies, spelling dictionaries, data maps, and diagnostics.
Document class management
Document classes define the metadata associated with the folders and templates.

Overview
Configure and manage operating modes and user roles.
Getting started
Information on creating and configuring communities, running the EngageOne™ Server Administration and common features available in the web application.
Template management
Template management allows you to create and organize folders that contain templates and Active Content, created in EngageOne™ Designer and imported into EngageOne™.
External File management
External resources not contained in the template, succh as images (key maps or keyed images), lookup tables, and RTF files.
Delivery management
Before you can use a template in EngageOne™ Administration you must define a device for viewing and define at least one delivery option.
Community Administration
Features for managing shared community document classes, retention policies, spelling dictionaries, data maps, and diagnostics.
- Document class management
  Document classes define the metadata associated with the folders and templates.
- Retention policy rules
  Retention policies define the time frame that a template or Active Content stored in a specific folder can be moved or deleted from the repository. If you are deploying new templates regularly, consider using retention policies as a means of managing your template usage and controlling disk space.
- Retention rules run rate
  To define how often the retention policy should run you must modify the respective settings in the config-settings.xml file.
- Retention history
  You can view retention rule activity for templates and Active Content within a time period specified.
- Spell checker management
  Dictionaries are automatically loaded during the EngageOne™ installation process and spell check management allows you to configure how you want these to be used.
- Data map management
  Data maps are created by importing data map files into EngageOne™ Server using the Data Map tab on the Community Administration tab. Create map files using an XML editor of your choice. After you import a data map, you can later update it or export it out to an XML file on your network.
- EngageOne™ Communicate Integration
- EngageOne™ Vault Databases
  The assignment of EngageOne™ Vault databases for use in the current communities.
- Diagnostics
System administration
As an EngageOne™ Server system administrator you will be responsible for configuration, diagnostics and account activities.
Event Monitor
Events related to the document cycle and administration, these are captured throughout the system and sent to the Event Monitor.
Batch processing
Process accumulated requests from EngageOne™ Interactive, or process your own multiple or individual files, in a scheduled, or ad hoc manner.
Managing your EngageOne™ environment
Best practices for managing your EngageOne™ and safeguarding your environment.
EngageOne™ Server system monitoring
This section describes how to monitor the EngageOne™ Server system.
Notices

Document class management

Document classes define the metadata associated with the folders and templates.

Metadata can be used for search and retrieval purposes, for example, to help the front-office user find the right template. If you use the field Type = Selection, you can provide a list of choices for the template manager to select from. In this way you can provide generic options and the template manager can select from one of these instead of typing in a value each time.

After a document class is created, you can modify the definition of a document class and perform the following maintenance actions:

rename the class
add new fields for metadata
remove existing metadata fields
delete the document class if it has not been used.

The Document Class tab is used to define metadata field properties allocated to templates. This information is also used when you import a template so that you can add its metadata values.

From the Community Administration tab, click Document Classes.
Select an existing class for editing from the drop-down list.
Or, click here to create a new class.
You can change the existing name here or enter a new name if this is a new document class.
Click on the field and you can change the field name, or enter a new one.
Select the field type from the drop-down list.
If you choose Selection, a list of selections is provided
Click here to add or remove a field.