Configuration

Configuration

Adding a Repository Module to your Page

Placing the Repository on a page is the same as placing any other module.

1. Log into your portal using an account with Admin credentials.
2. Go to the page you wish to place the module on and then select Repository from the drop down list of modules. Enter the title you want to use for the module (default is Repository), the visibility of the pane, location within the pane, and the alignment.
3. Click on the Add link to place the Repository on the page.

Module Taskbar

Configuring your Module Before using the Repository there are some settings that you will want to configure first. Select Settings from the pull down menu or by clicking on the link (depending on your portal container).

1. Scroll to the bottom of the Settings page and click the + sign beside Repository Settings to expand the settings.
2. Enter any description that you’d like to appear at the top of the Repository instance in the Description box.
3. Add more categories to better refine the Repository. ALL is already added by default. To add more categories enter the Category name and click the Add New Category link. Repeat until you are done adding categories. As you add categories they will appear in the category list box.
4. Change the order of the categories by selecting one in the list box and clicking the up or down arrows. Delete a category by clicking on the X.
   1. Edit the name of a category by selecting it and clicking on the edit pencil. When editing a category it will appear in the Category box where you can change it.
   2. Click on the Save link once you have completed any changes to the category.
   3. Click on the Cancel link at any time to discard your editing changes.
5. Add attributes to further refine the Repository. In the Attribute box enter the attribute name and click the Add New Attribute link. An example of an attribute would be if your repository was about cars and you wanted the ability to sort the cars by their color. The attribute you would create would be Color. Edit or delete the Attributes using the same process as in the step 5.
6. Add the attribute values after you have completed adding the attributes. Select the attribute and then in the Attribute Values box enter the values and click the Add NEW Value link. Using the example from step 5 you would enter the colors you wanted (e.g.: Red, Green, and Blue)  Edit or delete the Attributes using the same process as in the step 5.

Categories and Attributes View

1. Select the default sorting of the repository (default is Date).
2. Enter the number of items per page you wish to be displayed (default is 5).
3. Select what options you want to be available when a user uploads a file under Upload fields. If just Files is selected a user can only upload files, if just Images is selected then only images can be uploaded, if either Links (URLs) or Image Links (URLs) are selected a user can post a link to an external website when uploading files. (Default is both Files and Images are selected).
4. Set the Security Roles by choosing the checkbox option.
   1. Moderation Roles: Select the Security Groups you wish to have the ability to moderate uploads, edit uploads, and to upload without moderation. It is strongly suggested that All Users not be selected as a Moderation Role.
   2. Download Roles: Select the Security Groups you wish to have the ability to download from the Repository.
   3. Upload Roles: Select the Security Groups you wish to have the ability to upload files to the Repository.
   4. Ratings Roles: Select the Security Groups you wish to have the ability to rate files to the Repository.
   5. Comment Roles: Select the Security Groups you wish to have the ability to comment on files to the Repository.
5. View User Comments and View User Ratings: Select whether only users that can post comments and ratings can see them or if All Users can see the comments and ratings.
6. Repository Skin: Select the skin for the Repository. The Repository comes with some predefined skins and there is the ability to create your own Repository skin (covered elsewhere in this document).
7. Image set to use for Ratings: Select what image the user sees when items have been rated.
8. Folder for Approved Files: Enter the path where you want to Repository files stored on the server. The default the path is located in the Portals<PortalNumber>\Repository directory.  If you wish each user’s file to be stored in their own folder then check the “Yes, store each user’s approved files in their own folder”.
9. Folder for Unapproved Files: Enter the path where you want uploaded files to be stored until they are approved. The default the path is located in the Portals<PortalNumber>\Repository directory.
10. Folder for Anonymous Files: Enter the path where you want files uploaded by anonymous users to be stored (All Users must be selected in the Upload Roles section for anonymous users to be able to upload files). The default the path is located in the Portals<PortalNumber>\Repository directory.
11. No Image: Use the No Image section to pick what picture is displayed if a user uploads a file without an image.
    1. Select the URL link type and enter the website’s URL in the supplied textbox if you wish to use an image that is on an external website.
    2. Select the File link type and use the drop down boxes to find the file if you wish to use an image that is already on your portal site.
    3. Select the File link type and click on the Upload New File link if you have an image you wish to upload to the portal to use as your No Image file.
12. Click the Update link when you have completed the Repository settings.