Catalogs

Any catalog that shall be used with the Web Client must be prepared as follows.

These settings must be performed with the Preferences window of the Cumulus Client.

If the Allow Web access option is deactivated, the catalog can’t be accessed with the Web Client.

Select Preferences > Catalog Settings > General > Sharing and activate the Sharing and Allow Web access options.

This must be performed individually for each catalog that shall be accessed with the Web Client.

A Central Asset Location is required e.g. for the send upload link feature to work. Beyond that, it is strongly recommended to employ a Central asset location for all catalogs that shall be accessed with the Web Client (e.g., because Tomcat should not have direct access to file server)

Select Preferences > Catalog Settings > General > Copy Assets to Central Location and configure the usage of a Central Asset Location

• As Mode, select Always. This will override whatever is specified in the Asset Handling Set, if applicable.

• If a Vault address is used as the Central Asset Location, don't forget to enable the Vault AssetStore in the default Asset Handling Set!

• If File System versioning is to be used, additionally, configure the Central Asset Location as versioning location (see “Add a versioning location” )

Overview: Catalog Settings Window; Employing a Central Asset Location

These fields are required for the file system versioning feature to function.

Select Preferences > Catalog Settings > Record Fields and add the fields from the Fields for Versioning catalog template.

Adding Fields; File System Versioning

Add fields for asset usage history information to the catalog

These fields are required to track a file’s usage history and to show information about recent activities on the Web Client Dashboard as well as on the file’s History tab.

Select Preferences > Catalog Settings > Record Fields and add the fields from the Fields for Tracking Usage History catalog template.

In the Asset Usage History field properties, select the Usage History Options tab and activate the actions that you want to track.

Additionally, you must make sure that users have the appropriate permissions on the Asset Usage History field (“view”) so that they can see the activities on the Dashboard.

NOTE: Currently, only the history for Check Out, Check In, Download and Comments are shown in the Dashboard of the Web Client

Adding Fields; Report Manager

These fields are required for the commenting function to work.

Select Preferences > Catalog Settings > Record Fields and add the fields from the Fields for User Commenting catalog template.

Additionally, you must make sure that users have the appropriate permissions on these fields.

Adding Fields; Subtable Permissions

A user should be able to enter or modify the description of a container/category, not only its name.

Select Preferences > Catalog Settings > Category Fields >Description > Properties. On the Field Values tab, activate Allow user to edit.

User Generated Field Values

Without text extraction, the contents of documents (e.g. PDF files or MS Word documents) can’t be searched with the Web Client.

To configure text extraction you have to perform several tasks:

• Add the Document Text record field to the catalog and enable it for indexing.

• Add the Document Text field to the Asset Info Window view of the Record View Set that is to be used with the Web Client.

• In the Asset Handling Set that is to be used for cataloging, enable the modules for PDF, DOCX, etc. to have access to sub-records.

• In the Asset Handling Set that is to be used for cataloging, enable the filters for PDF and DOCX (i.e. Office Open XML Filter). In the Properties of each filter, activate the Extract Text option.