Managing Folders & Collections
Folder and Collection Properties
To the right of every Collection or Folder is a Properties icon (represented by a blue gear). Simply hover your mouse to the Collection or Folder and the properties icon will appear.
Accessing Folder properties will let you;
|•||Delete the Folder - The folder should be free from assets before this function will work.|
|•||Rename the Folder|
|•||Upload assets to the Folder|
Function tabs under Collection properties:
|•||Info - General Collection information|
|•||Search - Activates Smart Search|
|•||Delivery - Select a Delivery option (FTP, RSS or Web Service)|
|•||Groups - Group information of a Collection|
You can also;
|•||Tag the Collection as Favorite|
|•||Delete the Collection|
|•||Rename the Collection|
Understanding Collection Feeds
Smart Search: gives you the ability to do a keyword search on an asset name and will “feed” the results into a Collection.
This method is highly recommended to use with Source Filters.
Example: I am currently in the “RSS Feed Test” Personal Collection I created within XDAM Validation Project. I click on the blue gear icon then click on the Search tab. The following filters will help you narrow your search results.
|•||Metadata Filters - this is where you will enter your Search term|
|➢||I will enter the search term "Animals" in this box|
|•||Source Filters - this will filter a particular Division, Subdivision and Project|
|➢||I can leave these as is, which means it will search every Division, Subdivision and Project for “Animals” or|
|➢||I can also click “Edit” to specify one or more Divisions/ Subdivisions/Projects to narrow my search range.|
|•||Collection Filters - this will filter a particular Collection|
|➢||I will leave this blank for our example|
|•||Properties(Updates) - this will manually or automatically start my search (every 10 minutes it will search for “Animals”)|
|➢||I will set this to Manual for our example|
After clicking Save, note that a magnifying glass icon is now seen beside the RSS Feed Test Collection. This icon denotes that we have set up a Smart Search and assets with "Animals" is now being fed into the Collection:
Types of Deliveries
These are methods on how to send out all assets added to a collection to multiple destinations.
RSS - Rich Site Summary
How to set a Collection Smart Search to a RSS feed:
|a.||Choose the blue gear icon to the right of our Collection.|
|b.||Click on the Delivery Tab.|
|c.||Select +New for RSS.|
|d.||Place a check mark on "Enable".|
|e.||Set Login to No Login. (It can be set to "Require Login" for security)|
|f.||Choose “Save” button|
See screen capture below:
After clicking Save, the system will generate a RSS link that you can Copy and Paste to a browser that supports it to view the assets.
Testing the URL:
Notice that we now have two (2) Indicators beside the RSS Feed Test Collection.
|•||Magnifying Glass - Smart Search|
|•||Arrow - Feed|
FTP – File Transfer Protocol
|•||Destination URL: will be the hostname of your ftp server.|
|o||An example of common formats used is: servername.com|
|•||If you have a specific folder you have created on your FTP server that you would like the assets delivered too, you need to specific that location.|
|o||As an example if you create a subfolder on your server called “Image” then you’re Destination URL would be servername.com/Image .|
|•||For the User: (Username) and Pass: (Password) fields contact your System Administrator for the proper values to use.|
Web Service(SOAP Request):
|•||Contact your System Administrator for the settings.|
|•||To learn more on this procedure, you may visit http://en.wikipedia.org/wiki/SOAP|
The "double gear" icon will let you manage your Collections.
|•||Notice that the Smart Search and Feed in the RSS Feed Test Collection that we have performed in our example are highlighted in the screen capture.|
General Overview of your Manage Collections page
|✓||Favorites - Add the Collection to your Favorites|
|✓||Smart Search - Perform Smart Search for another Collection|
|✓||Set the Collection to be viewable in Photobank or Ad Site|
|✓||Clear the content of a Collection|
|✓||Delete an Entire Collection|
|✓||Edit the Group access of a Collection|