201 lines
12 KiB
HTML
201 lines
12 KiB
HTML
<!DOCTYPE html>
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<html lang="en">
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<head>
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<title>OTS Signs Command Center Documentation</title>
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<meta name="viewport" content="width=device-width">
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<meta http-equiv="Content-Type" content="text/html; charset=UTF-8" />
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<!-- favicon -->
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<link href="../img/favicon.ico" rel="shortcut icon"/>
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<!-- Bootstrap -->
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<link href="../vendor/bootstrap/css/bootstrap.min.css" rel="stylesheet" media="screen">
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<!-- Stylesheets -->
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<link href="../manual.css" rel="stylesheet" media="screen">
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<!-- META -->
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<meta name="keywords" content="digital signage, signage, narrow-casting, ots-signs, open source, agpl, documentation" />
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<meta name="description" content="OTS Signs Command Center is an open source digital signage solution. It supports all main media types and can be interfaced to other sources of data using CSV, Databases or RSS." />
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</head>
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<body data-toc="configure">
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<!-- Copyright 2020 Xibo Signage Ltd. Part of the Xibo Open Source Digital Signage Solution. Released under the AGPLv3 or later. -->
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<nav id="top-nav" class="navbar navbar-inverse navbar-fixed-top" role="navigation">
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<div class="container">
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<div class="navbar-header">
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<button type="button" class="navbar-toggle" data-toggle="collapse" data-target="#ss-navbar">
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<span class="sr-only">Toggle navigation</span>
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<span class="icon-bar"></span>
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<span class="icon-bar"></span>
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<span class="icon-bar"></span>
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</button>
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<a href="#" class="navbar-brand">OTS Signs Command Center Documentation</a>
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</div>
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<div class="collapse navbar-collapse" id="ss-navbar">
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<ul class="nav navbar-nav">
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</ul>
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</div>
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</div>
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</nav>
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<div class="ss_body container">
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<div class="row">
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<div class="col-md-3">
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<ul id="side-nav" class="nav nav-pills nav-stacked">
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<li><a href="index.html" data-toc-name="getting_started">Getting Started</a></li><li><a href="layouts_editor.html" data-toc-name="layouts">Layouts</a></li><li><a href="media_library.html" data-toc-name="media">Media</a></li><li><a href="media_modules.html" data-toc-name="widgets">Modules</a></li><li><a href="scheduling_events.html" data-toc-name="scheduling">Scheduling</a></li><li><a href="displays.html" data-toc-name="displays">Displays</a></li><li><a href="users_administration.html" data-toc-name="users">Users</a></li><li><a href="configure_cms_settings.html" data-toc-name="configure">Configuration and Organisation</a></li><!DOCTYPE html PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN" "http://www.w3.org/TR/REC-html40/loose.dtd">
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<html><body><ul>
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<li>
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<p><a href="configure_cms_settings.html">Configure CMS Settings</a></p>
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</li>
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<li>
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<p><a href="configure_tags.html">Tags</a></p>
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</li>
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<li>
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<p class="active"><a href="configure_folders.html">Folders</a></p>
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</li>
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<li>
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<p><a href="configure_transitions.html">Transitions</a></p>
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</li>
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</ul>
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</body></html>
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<li><a href="troubleshooting.html" data-toc-name="troubleshooting">Troubleshooting</a></li>
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</ul>
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</div>
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<div class="col-md-9" role="main">
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<h1 id="folders">Folders <a href="#folders" class="header-link"><span class="glyphicon glyphicon-link"></span></a></h1>
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<p>Folders are used throughout the CMS and provide a great way to organise and easily locate user items within the CMS. Additionally Folders can have view, edit, delete sharing options applied which will apply to all items saved to the Folder, making it an efficient way to control User/User Group permissions for User items.</p>
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<p>Administrators are encouraged to assign User Groups to their Users, and then use Folder Share options to give these Users appropriate access to each other’s content. Folders can be assigned to new Users from the on-boarding wizard to ensure that they are up and running from the start.</p>
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<p>Folders are managed from the Administration section of the main CMS menu where administrators can see detailed information including who the Folder has been shared with and a breakdown of its contents.</p>
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<h3>Creating Folders</h3>
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<p>Only administrators can create <strong>Folders</strong> under the <strong>Root Folder</strong>.</p>
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<ul>
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<li>
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<p>Right click the <strong>Root Folder</strong> and select <strong>Create</strong> to add a new Folder to the tree.</p>
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</li>
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<li>
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<p>Further options are available from the context menu by right clicking a Folder.</p>
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</li>
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<li>
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<p>Configure View, Edit and Delete <strong>Share</strong> options to apply to Users/User Groups for individual Folders.</p>
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</li>
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</ul>
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<p>Once set, all items contained or moved to that Folder will inherit the applied options.</p>
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<blockquote class="tip"><p>Only Administrators can set Share options for Folders.
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All elements of an item that need to be shared should also be moved to the Folder. This includes Media files contained on Layouts, and Layouts within Campaigns, as an example, if Users also require access to those.</p>
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</blockquote>
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<p>Users can be granted access via the <strong>Feature</strong> functionality, to create sub-folders under parent folders they have been given access to.</p>
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<p>Sub-Folders added to a Folder will inherit any applied Share options from the Main Folder.</p>
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<h3>Home Folder</h3>
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<p>Assign a Home Folder to existing Users:</p>
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<ul>
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<li>Go to <strong>Users</strong> under the <strong>Administration</strong> section of the main CMS menu.</li>
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<li>Use the row menu and select <strong>Set Home Folder</strong>.</li>
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<li>Select a Folder to use, or right click to create a new Folder.</li>
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</ul>
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<blockquote class="tip"><p>If you want Group Administrator to have the ability to set Home Folder for Users, ensure that they have the appropriate <strong>Feature</strong> enabled!</p>
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</blockquote>
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<p>If a Folder is not selected, new content will automatically save into a Users default Home Folder location.</p>
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<h3>Force Saving to a Folder</h3>
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<p>Administrators can prevent Users from saving into the Root Folder and instead force them to select a Folder before saving by disabling the user of the Root Folder as a default:</p>
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<ul>
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<li>
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<p>Navigate to <strong>Settings</strong> under the <strong>Administration</strong> section of the main CMS menu.</p>
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</li>
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<li>
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<p>Click on the <strong>Sharing</strong> tab.</p>
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</li>
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<li>
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<p>Untick <strong>Allow saving in the root folder</strong> option.</p>
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</li>
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<li>
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<p>Click the <strong>Save</strong> button at the bottom.</p>
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</li>
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</ul>
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<p>Once configured a User <em><strong>must</strong></em> select a named Folder.</p>
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<h3>Move Folder</h3>
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<p>Folders can be moved to another Folder location and added as a Sub-Folder using the <strong>Move Folder</strong> option from the context menu for a Folder.</p>
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<p>The Folder and any contained sub-folders will be moved as a new sub-folder within the new Folder location maintaining the original Folder structure.</p>
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<p>Moving a Folder that does not have any Share options set, will inherit any applied <strong>Share</strong> options of the destination Folder.</p>
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<p>You can also select the <strong>Merge</strong> option to add the original Folder contents to the selected location, with the original Folder being deleted from the Folder tree.</p>
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<h2 id="folder_management">Folder Management <a href="#folder_management" class="header-link"><span class="glyphicon glyphicon-link"></span></a></h2>
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<p>Administrators can view, create and manage all Folders of the CMS from the Folders page under the Administration section of the main CMS menu.</p>
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<p>This management page will show the Folders that have been shared with Users as well as folder contents. When viewing sub-folders from here, only the directly assigned share options will be shown, inherited options will not be shown.</p>
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<p>As only empty folders can be removed, move, merge or delete contents before removing the folder.</p>
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<h2 id="further_reading">Further Reading <a href="#further_reading" class="header-link"><span class="glyphicon glyphicon-link"></span></a></h2>
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<p><a href="configure_tags.html">Managing Tags</a></p>
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<h2 id="faqs">FAQs <a href="#faqs" class="header-link"><span class="glyphicon glyphicon-link"></span></a></h2>
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<p><em><strong>Where can I find the Feature set for Folders to configure for Users/User Groups?</strong></em></p>
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<p>Features are applied to a User/User Group by using the row menu for a selected User/User Group.</p>
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<p><em><strong>What steps should I take take to allow Users the ability to Create their own Folders?</strong></em></p>
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<ol>
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<li>Enable <strong>Allow users to create Sub-Folders….</strong> from the Content tab of the <strong>Folders Feature</strong> set.</li>
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<li>Enable <strong>View</strong> from the <strong>Share options</strong> for the parent folders(s) that can have sub-folders created under them by the User/User Group.</li>
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</ol>
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<p><em><strong>What steps should I take to allow Users access to rename Folders within the menu?</strong></em></p>
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<ol>
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<li>Enable <strong>Rename and Delete existing folders</strong> from the Content tab on the <strong>Folders Feature</strong> set.</li>
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<li>Enable <strong>Edit</strong> from the <strong>Share options</strong> for the folder(s) that can be renamed by the User/User Group.</li>
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</ol>
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<p><em><strong>What steps should I take to allow Users access to delete Folders from the menu?</strong></em></p>
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<ol>
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<li>Enable <strong>Rename and Delete existing Folders</strong> from the Content tab on the <strong>Folders Feature</strong> set.</li>
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<li>Enable <strong>Delete</strong> from the <strong>Share options</strong> for the folder(s) that can be removed by the User/User Group</li>
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</ol>
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</div>
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</div>
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</div> <!-- container-->
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<footer class="ss_footer" role="contentinfo">
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<div class="container">
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<div class="pull-right">
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<img class="img-responsive logo" src="../img/logo.png" alt="OTS Signs Command Center" />
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</div>
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<p class="ss_back_to_top">Back to Top</p>
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<p class="ss_footer_links">Currently v4</p>
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<p class="ss_languages"><a href="../en/index.html">en</a></p>
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