Content Server - Getting Started

Get Started
OpenText™ Content Server
This document is part of the Content Server User Online Help

documentation list. If conflicts exist, the Online Help supersedes
this document.
LLESRT210100-UGD-EN-01
Get Started
OpenText™ Content Server
LLESRT210100-UGD-EN-01
Rev.: 2020-Nov-03
This documentation has been created for OpenText™ Content Server CE 21.1.
It is also valid for subsequent software releases unless OpenText has made newer documentation available with the product,
on an OpenText website, or by any other means.
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No Warranties and Limitation of Liability
Every effort has been made to ensure the accuracy of the features and techniques presented in this publication. However,
Open Text Corporation and its affiliates accept no responsibility and offer no warranty whether expressed or implied, for the
accuracy of this publication.
Table of Contents
1 Welcome to Content Server ...................................................... 5
2 Using Content Server Online Help ........................................... 7
3 Exploring Content Server ......................................................... 9

3.1 Understanding Workspaces and Containers ....................................... 9
3.2 Understanding Items ....................................................................... 12
3.3 Understanding Groups .................................................................... 16
3.4 Understanding the User Interface ..................................................... 16
3.5 Understanding Permissions ............................................................. 22
3.6 Permission Types ........................................................................... 24
3.7 Permissions Mapping ...................................................................... 27
3.8 Understanding Versions .................................................................. 28
4 Quickstart Help ........................................................................ 31

4.1 Accessing Content Server ............................................................... 31
4.2 Changing Your Personal Settings ..................................................... 33
4.3 Working with General Items ............................................................. 38
4.4 Finding Items Using Filtering ............................................................ 48
4.5 Understanding Flexible Storage Management ................................... 49
4.6 Adding Macintosh Files to Content Server ........................................ 50
4.7 Adding and Configuring Folders ....................................................... 50
4.8 Working with Shortcuts and URLs .................................................... 52
4.9 Managing Favorites ......................................................................... 56
4.10 Managing Permissions .................................................................... 57
4.11 Viewing and Modifying Item Properties ............................................. 62
4.12 Assigning Nicknames to Items ......................................................... 66
4.13 Managing Report Page Tabs ........................................................... 67
4.14 Customizing Workspaces and Containers ......................................... 69
4.15 Using Thumbnail Images ................................................................. 71
5 Understanding My Workspace ............................................... 73

5.1 Using My Workspace ...................................................................... 73
5.2 Viewing Personal Report Pages ....................................................... 73
LLESRT210100-UGD-EN-01 OpenText™ Content Server iii

Chapter 1
Welcome to Content Server
Content Server is a Web-based application for storing, sharing, and distributing

information. It provides a collaborative work environment that helps your
organization manage documents and project information, improve business
processes, and share information. It makes collaboration a part of every business
process, even across organizational and geographic barriers. Content Server brings
together employees across your organization, as well as partners and customers
throughout your business community.
Content Server is designed to help you do the following:
• Organize documents and other work items in a central, permission-controlled

location.
• Share, find, and keep track of information.
• Revise documents and other information in a version-controlled environment.
• Manage and simplify business processes by creating and using Workflows.
• Communicate news and other information to members of the organization.
• Manage the work of project teams.
Content Server is entirely Web-based, so you only need a Web browser to use it. The
powerful set of integrated features that make up Content Server gives you
immediate access to all the information stored in the Content Server database.
Getting Started
For more information about basic Content Server functions, see the following topics:
• “Using Content Server Online Help“ on page 7, which provides a basic

introduction to the Online Help system.
• “Exploring Content Server“ on page 9, which familiarizes you with the
environment and the work items provided by the system.
• “Quickstart Help“ on page 31, which describes the system's most common
features and functions.
• “Understanding My Workspace“ on page 73, which familiarizes you with your
personal work area called My Workspace.
LLESRT210100-UGD-EN-01 OpenText™ Content Server 5

Chapter 2
Using Content Server Online Help
The Online Help system describes the features and functions in Content Server, and
is designed to teach you what you can do with Content Server and help you
accomplish tasks as quickly and efficiently as possible.
Almost every page in Content Server includes a Help menu on the Global Menu Bar,
represented by a ? icon. When you click the Help menu, you will see the following
options:
• Contents, which displays a Table of Contents and enables you to choose the
topics you want to view. For more information, see “Table of Contents”
on page 7.
• For This Page, which displays help for the specific page you are currently
viewing. For more information, see “Context-Sensitive Help” on page 7.
• If enabled by your administrator, you can search the help. For more information,
see “Search” on page 7.
The Help displays in its own browser window, allowing you to obtain help without
interrupting your work.
Table of Contents
Choosing Contents from the Help menu brings you to this Help page. The Help
system's Table of Contents appears in a separate panel of the Help window. As you
navigate through the Help system, the Table of Contents constantly updates itself.
The Table of Contents highlights the name of the Help page you are viewing, and
shows you what other Help topics are in the same location.
Context-Sensitive Help
Choosing For this Page from the Help menu provides context-sensitive help. A
context-sensitive help page is a help page specifically written for the Content Server
page you are viewing. If you do not find the help you need on this help page, use
the Table of Contents to browse through the topics.
Search
If enabled by your administrator, you can search the help from any Content Server
Global Menu Bar. There is a Search field on the Content Server Global Menu Bar.
Click the down arrow next to the search field. In the Search panel which appears,
from the Slices list, select Help. You will note that the Search text field now reads
“Search Help”. Type your search query in the Search text field and click the Perform
Search button or hit Enter.

Chapter 2 Using Content Server Online Help
Your administrator may provide a text input field in the Table of Contents pane that
you can use to search the Online Help for the particular information you need. If this
field exists, type your search query in the Ask Content Server Help a Question
field, located in the Table of Contents pane, then click Go.
8 Get Started LLESRT210100-UGD-EN-01

Chapter 3
Exploring Content Server
If you are an experienced computer user, many of Content Server's basic features
and functions will be familiar to you. However, there are some actions and concepts
unique to Content Server that you should know about so that you can use the
system effectively.
Because your organization can customize Content Server and set permissions to
limit what you can see and do, the appearance and behavior of your system may
differ from the default characteristics described in the Help. Other factors can
influence the appearance of the Content Server interface as well.
3.1 Understanding Workspaces and Containers

One of Content Server's main purposes is to provide an environment that allows
people to find, work with, save, and share information. The way you store items in
Content Server in different places, or containers, is similar to the way you organize
the files on your computer in different directories. However, Content Server is more
sophisticated in the way it handles information. It provides Workspaces and
specialized Containers that help manage information according to its type and
purpose. In addition, Content Server provides a permissions structure that enables
you to easily control who has access to information, based upon where it is stored.
Browse Views
In Workspaces, Folders, and Compound Documents, depending on the browse
settings your administrator has selected, you can choose from different browse
views to change the way items are presented. The Browse View buttons include:
•
Show Detail View, , displays icons in a list and includes additional
information, such as an item's type, name, size, and modified date. This view
also shows the multi-select buttons. The multi-select buttons include Copy,
Move, and Delete. Depending on the items selected, other functions may be
available. The multi-select buttons can be used on a single item or by selecting
the multi-select check boxes for each item in the list.
•
Show Large Icon View, , displays large icons for each item in four columns.
•
Show Small Icon View, , displays small icons for each item in two columns.
Note: The Browse View buttons are only available when your administrator
enables this setting. If the setting is not enabled, items appear in the Detail
View by default.

Chapter 3 Exploring Content Server
Workspaces
You can think of Workspaces as volumes that divide Content Server into different
operational areas. In an organization, some information is meant to be publicly
shared, some is to be shared by a team, and some information is confidential.
Workspaces are the basic functional compartments that store and organize
information according to their intended audience.
There are common elements which are seen on all types of Workspaces. These
common elements include the Global Menu Bar, the header, and the footer. The
default settings for these common items are listed below. Your administrator can
alter the default settings for each of these common elements.
The Global Menu Bar provides access to the Enterprise, Personal, Tools, Help,
which displays as a ? graphic, and Search menus. Depending on your custom
settings, you may see other options. Also, as you move through Content Server,
other menu items will dynamically display on the Global Menu Bar. For example,
when you are in a Project, you will see the Project menu appearing after Tools.
The header displays above the Global Menu Bar as a graphic. With the exception of
the user and admin help pages, this graphic is a link to the Enterprise Workpace.
You can change the default setting for the header graphic by selecting Tools then
Settings from the Global Menu Bar. On the General tab, choose another option from
the Default Start Page list. This will set the header graphic to link to the page of
your choice.
The footer displays as: <userid> <date> OpenText Content Server <version>
<copyright>.
The three primary Workspaces in Content Server are:
1. Enterprise Workspace: which you access from the Global Menu Bar by clicking
the Enterprise menu and then clicking Workspace.
2. My Workspace: which you access from the Global Menu Bar by clicking the
Personal menu and then clicking My Workspace.
3. Project Workspace: which you access from the Global Menu Bar by clicking the
Personal menu and then clicking Projects. If you have created, or been added to,
a project, that project name will appear as a link on this page. Selecting a project
name will take you to that project's workspace.
Each Workspace has unique tools and characteristics, but their behavior, navigation
methods, and appearance are basically the same.
The Enterprise Workspace

The Enterprise Workspace is the public forum in Content Server. It is used to store
information and items that are intended for all users in your organization to see and
work with. Although all users typically have the ability to see the items in the

3.1. Understanding Workspaces and Containers
Enterprise Workspace, only a select number receive permission to add, delete, or

modify items there.
Note: Permissions control your access to everything in Content Server. For

more information about permissions, see “Understanding Permissions”
on page 22.
My Workspace
Every user has a private storage area called My Workspace which is accessed by
clicking Personal on the Global Menu Bar, then clicking My Workspace. You have
full permissions on your personal Workspace, which displays as <your_userid>
Home. For more information about your personal Workspace, see “Understanding
My Workspace“ on page 73.
The Project Workspace

Projects are unique in the sense that they are added to Content Server like an item,
but each one functions as a discrete Workspace. Every Project added to Content
Server receives its own Workspace, which is accessible only to users who are
assigned to participate in it. For more information about the Project Workspace, see
OpenText Content Server - Projects (LLESPRJ-UGD).
Note: Another unique aspect of Projects is that they have their own
permissions model. For more information, see OpenText Content Server - Projects
(LLESPRJ-UGD).
Containers
Containers are items that organize the information stored in Content Server in a
systematic way. The most common Container type, because it can store almost any
type of item, is the Folder. Other Containers, such as Discussions and Compound
Documents, can store only certain kinds of items. Different Containers have different
characteristics and unique functions. For more information about containers and
other item types, see “Understanding Items” on page 12.
Note: Workspaces and Containers are sometimes collectively referred to as

locations.
Browsing Containers
If your administrator has enabled the pagination feature, you can limit the number
of items that appear per page when you access a Container. Arrow keys at the top
and bottom of each page enable you to navigate to the next or previous pages of
items within the container. You can specify the number of items you want to appear
on the page by selecting a number from the Show Items list.
Also, if your administrator has enabled the thumbnail generation feature, thumbnail
images are displayed for some types of documents in containers. These images can

help you to visually identify items when you browse or search for documents. For
more information, see “Using Thumbnail Images” on page 71.
Note: The pagination tools are also available on the Configure and Target
Browse pages for Containers. For more information about pagination tools, see
“Understanding the User Interface” on page 16.
3.2 Understanding Items

Content Server enhances knowledge management by providing you with many
different types of work items. The information you can store in Content Server
comes in many forms, and the different item types support different kinds of
information. Most item types, such as Documents and News, represent a particular
kind of information. Examples of other items include Containers, Reference items,
and Item Templates.
The item types available to you throughout Content Server may differ depending on
your permissions, privileges, optional modules, and any customizations made by
your administrator.
The following sections describe the most commonly used item types and their
purpose.
Table 3-1: Container Items
Icon Name Description

Appearance A special container that
stores Documents and special
Text Documents containing
HTML code, which are used
to apply customizations to
the Content Server user
interface.
Folder A container that stores other
items. Folders can contain
almost all types of items. A
Folder inside another Folder
is known as a subfolder.
Compound Document A container that stores
multiple Documents, such as
chapters of a book, in
sequential order. Compound
Documents can contain only
Documents, Shortcuts,
Generations, and other
Compound Documents.
Channel A container for storing and
publishing News items.

3.2. Understanding Items

Project A work environment for
teams who are collaborating
on a common goal.
Discussion A container that holds
collections of Topics and
Replies by which users
exchange information about
a common subject.
Task List A container that stores and
organizes Tasks.
Task Group A container within a Task
List used to organize large
groups of related Tasks.
Category A container for storing and
organizing attributes.
Custom View A special container for
storing HTML code that
enables you to customize the
appearance and behavior of
Content Server.
Table 3-2: Reference Items

Shortcut A pointer to an item
elsewhere in Content Server.
URL An address of an external
Web page. Although you can
use a URL to link to another
Content Server item, it is
preferable to use a Shortcut.
Generation A pointer to a particular
Version of an item, usually a
previous Version.
Release A special kind of Version for
a Compound Document. A
Release is a read-only
snapshot of a Compound
Document, and all its
contents, at a particular point
in time.


Revision A special kind of Version for
a Compound Document. A
Revision is a read-only
snapshot of a Compound
Document, and all its
contents, at a particular point
in time. A Revision is similar
to a Release, but is suitable
when you want to preserve
only minor modifications to a
Compound Document and
do not need to create a new
Release.
Table 3-3: General Items

Document A Document of
undetermined type. By
default, Content Server
recognizes many file types,
including Microsoft Word
document files, , Microsoft
Excel spreadsheet files, ,
and HTML document files,
.
Text Document A document file in plain text
format.
News A News item added to a
Channel that can be
broadcast in a News Player.
News is made up of a
headline and a story.
Topic The beginning of a thread in
a Discussion.
Reply The continuation of a thread
in a Discussion.
Task A work assignment issued to
a user or group.
Milestone A marker used to associate a
Task with a particular stage
of a Project or date.
Workflow Map A graphical depiction of a
structured work process.

3.2. Understanding Items

Poll An item that enables users to
vote on specific issues.
LiveReport A direct query run against
the Content Server database
that reports statistics and
other information about the
database and the items in it.
Query A stored set of search criteria
that can be re-executed.
Snapshot A stored set of Search
Results. Displaying the
Snapshot does not re-execute
the Search that produced it.
Version A previous version of a
Document, Workflow Map,
or other versionable item
type that is maintained by
Content Server.
Table 3-4: Template Items

Search Template A configuration of the
Content Server Search page
that you create and save. It
allows you to reuse a
particular configuration of
the Search page without
having to create it each time.
Project Template An item that contains a
preconfigured object
hierarchy and content that
you can use as the basis for a
new Project that you create.
Search Results Template A configuration of the Search
page that you create and
save. It allows you to reuse a
particular configuration of
the Search page without
having to create it each time.

3.3 Understanding Groups

Every user is a member of at least one group and may be a member of many groups.
Groups can also contain other groups. A group within a group is known as a
subgroup. The principal group of which you are a member is called your
Department. Normally, your Department corresponds to the department to which
you belong in your organization. For example, “Sales” or “Product Development”.
The main purposes of creating users and groups are:
• To grant system privileges to users. System privileges include a user's ability to

sign in, the kinds of items the user can create, and the privilege to create other
users and groups.
• To control user's access permissions. Access permissions define whether the user
or group can see or modify a given item.
• To assign work through Workflow steps and Tasks.
• To set up default notification for new users.
Organizing users into groups also simplifies the administration of access control and
work processes because specific changes can be applied to many users at a time.
For more information, see OpenText Content Server - Users and Groups (LLESWBU-
UGD).
3.4 Understanding the User Interface

The user interface provides intuitive access to the system's features and functions.
This page explains the basic controls that you use to access different areas of the
system and work with items.
Note: Because your administrator can modify the configuration of Content

Server and set permissions to limit what you can see and do, Workspaces and
navigational elements may not appear or behave as described here.
Navigational User Interface Elements

• Global Menu Bar
The Global Menu Bar appears on almost every page in Content Server. Certain
Workspaces, such as a Project or Task List Workspace, have their own Global
menus. Global menus change dynamically depending on your permissions for
the page that you are viewing in Content Server. By default, the following menus
appear on the Global Menu Bar:
– Enterprise: this menu allows you to access the Enterprise Workspace and the
Users & Groups page.

3.4. Understanding the User Interface
– Personal: this menu allows you to access your My Workspace and personal
report pages.
– Tools: this menu allows you to search Content Server, view storage rules, and
access the Recycle Bin.
– Admin: if your userid has the required permissions, you may see the Admin
menu. It will take you to the Content Server administration pages.
– My Account: this menu allows you to access the My Groups and My Profile
pages, log out, change your password, and change general settings. See
“Changing Your General Settings” on page 34.
You can also access the Content Server Smart View interface from the My
Account menu. This option only appears when you are in the Browse View of
a container, and that same container is available in the Smart View. See
“Accessing Content Server” on page 31.
– Help: this menu is represented by “?” on the Global Menu Bar. This menu
allows you to: access the Table of Contents for online help; access context-
sensitive online help for individual pages; send feedback to the administrator
via email; access the Open Text Online (http://online.opentext.com/) portal;
and open the About Content Server page.
• Navigation Menus
The Navigation menu allows you to navigate up and down levels in the Content
Server system. The default navigation option, as shown in the image above, is the
list. However, your administrator can change the navigation style, or enable
users to specify their preferred navigation style. The other navigation style
available is the hyperlink trail, which shows you the system path to an item in a
horizontal sequence. The trail includes item names, associated images, and a
Functions icon. You can navigate to higher levels by clicking a link in the trail.
• Featured Items
Featured items are items that are made to stand out in a separate section of a
Container. In the image above, both the “Administration Team” and the
“Financial Team” projects are featured items in the Administration folder. In a
Project Workspace, any sub-Projects appear as featured items in the Sub-Projects
section. For more information about categorizing items as featured, see
“Customizing Workspaces and Containers” on page 69.

• Pagination Arrows
Pagination arrows allow you to view a specific number of items per page at a
time. You use the arrow buttons to scroll to the next or previous pages. If the
number of items on your page can be displayed on one page, or your
administrator disabled the pagination feature, the arrows do not appear. By
default, pagination arrows comprise the following elements:
– Show <n> items list. It allows you to set the number of items which will be
displayed on each page. The number of items in total is displayed after the
list.
– Page numbers, arrows, and Go to page icon. To page through the list of
available items, you can select specific page numbers, use the pagination
arrow(s), or select the Go to page icon then type the page number in the Go
to page text box. The number of pages in total is displayed in text after this
area.
• Header
The header is located above the Global Menu Bar. The header is a hyperlink. By
default, clicking the header will take you to the Enterprise Workspace.
As seen in the image above, the default header displays the text “OpenText
Content Server”. The Header is fully customizable by your administrator and
may not appear as shown above.
• Search
Search allows you to search for items anywhere in Content Server. By default,
the search bar is located on the Global Menu Bar. Search is fully customizable by
your administrator and may not appear as shown. For more information about
finding information, see OpenText Content Server - Search (LLESWBB-UGD).
• News Item
A News item may be a hyperlinked text News headline. If the News headline is
hyperlinked text, clicking it takes the user to the full news item. By default, the
News item is located below the Global Menu Bar. News headlines are fully
customizable by your administrator and may not appear as shown above.

Functional User Interface Elements

• Copy, Move, and Delete Buttons
Copy, Move, and Delete buttons enable you to copy, move, or delete multiple
items at one time. These buttons are used in conjunction with the multi-select
check boxes.
• Multi-select Check Boxes
Multi-select check boxes enable you to select the items you want to move, copy,
or delete. Additional functions may be available, depending on the items
selected. Selecting all items applies to only the items displayed on one page. If
the Container has several pages of items on which you want to perform a single
function, you must select all items on each page.
Each line in the image above shows a multi-select check box, a type icon, the
hyperlinked filename, the Functions menu and a New icon.
• Functions Menu
The Functions menu appears beside most items in Content Server. In the image
above, the Functions menu is the down arrow button that appears next to the
Excel document “Financial Projections”. Clicking the down arrow button
expands the Functions menu for that item. The Functions menu contains all of
the functions that you are allowed to perform on that item, based on your
permissions and other conditions. The down arrow is also referred to as the
Functions icon.
• Hyperlinked Item Names
Hyperlinked item names enable you to open an item by clicking its link. Most
item names in Content Server are hyperlinked. In the image above, the text
filename Financial Projections is a hyperlinked item name which, if clicked, will
open the Excel spreadsheet.
• Column Heading Links

Column heading links enable you to sort items according to the column heading.
For most Content Server items, the column heading includes the type, name, size,
and modified date.
• Promoted Actions
Promoted actions are hyperlinks available in the Browse View that enable you to
edit, open, or download an item. In the image above, the file Finance.txt can be
edited, opened or downloaded by clicking the corresponding promoted action.
Only those promoted actions available for an item will display next to that item.
• Add Menus
The Add buttons appear in every Workspace or Container where you have
permission to add items. There are four: Drag files, Add Document, Add Folder,
and Add Item. By default, the Add menus appear next to the Copy, Move, and
Delete buttons. You can add items to all Content Server containers using the
Add Item menu. You can add Documents and Folders using the Add Document
and Add Folder buttons.
The Drag files button appears when the Container allows you to drag and drop
items from your desktop to the Browse View of that Container. The Drag files
button is informational only. When it appears, it indicates that you can use drag
and drop immediately, you do not click the Drag files button.
See “Working with General Items” on page 38.
• Multilingual Metadata Editor
The Multilingual Metadata Editor icon appears next to the Name and
Description fields when you are adding, renaming, moving, copying or
configuring an item. The editor also appears on an item's Properties page. When
other languages are enabled in Content Server, you can use the Multilingual
Metadata Editor to add values to the Name and Description fields in other
languages. See “Working with General Items” on page 38.
• Filter Menus
Filter menus allow you to search for items in a Container based on the item type
and keywords that appear in the title of the item for which you are searching.
The Filter menus appear as a list box and a text box. By default, the two filter
menus appear beside the Browse View buttons. See “Finding Items Using
Filtering” on page 48.
Filter menus are not available if the Content Filter sidebar is available and can be
displayed.

• Browse View Buttons
Browse View buttons enable you to change the way items appear inside a
Workspace or Container. By default, and if enabled, Browse View buttons
appear above the Add Item menu. In the graphic above, the left-most browse
view button, which is the Show Detail View button, is highlighted. The Browse
View buttons include the Show Detail View, Show Large Icon View, and Show
Small Icon View buttons. For more information about the available browse
views, see “Understanding Workspaces and Containers” on page 9.
Note: The administrator has the ability to disable the Browse View buttons.
If these buttons are disabled, they will not appear in Containers in Content
Server and users will see items listed in the Detail View only.
• Content Filter Sidebar
The Content Filter sidebar enables you to search for items in Content Server by
filtering your search through predefined categories, or facets.
The elements which make up the Content Filter sidebar include:
– The “Filter by name” text box and Submit Search button.

– The description of the Container the sidebar will search. In the image above,
the description is “Project View”.
– All facets which are available for you to apply to that Container. In the image
above, the facets are “Content Type” and “Modified Date”. Each facet panel
displays the name of the facet, as well as a list of all facet values.
See OpenText Content Server - Documents and Text Documents (LLESWBD-UGD).

• Pulse From Here Sidebar
The Pulse From Here sidebar shows all posts at the current location and
downwards. It filters the comments and content updates in either the All Users
tab or the My Colleagues tab. See OpenText Content Server - Pulse (LLESSOC-
UGD).
3.5 Understanding Permissions

One of the most fundamental and important tasks in Content Server is controlling
access to the information it contains, a task known as access control. In Content
Server, your access to items and Containers in the system are defined by permissions,
which are simply the rules that determine what you can see and do in the system. By
defining appropriate permissions for your user population, your organization can
effectively manage the security of information stored in the Content Server database.
Access control is so essential to Content Server that it even defines what you see in
the Content Server interface. For example:
• If you do not have the See permission to see an item, the item is hidden from you
when you open a Container or view a Search Results page.
• If you do not have the Add Items permission to add items to a Container, the Add
Item menu does not appear when you open that Container.
• Only the functions that you have permission to perform appear on an item's
Functions menu.
For every item stored in Content Server, the system maintains an Access Control List,
otherwise known as an ACL. Basically, an ACL is a list of all users and groups that
have access to an item and what actions those users are permitted to perform on that
item. Your permissions, as defined by an item's ACL, determine whether you can
see and open the item, whether you can modify or delete it, and whether you can
change the permissions on it. For detailed information about working with
permissions, see “Managing Permissions” on page 57.
In addition to permissions, your ability to see and do things in Content Server

depends on your system privileges. While permissions operate on an item-by-item
basis, privileges operate on a system-wide basis. Privileges include the ability to sign
in to the system, to add or modify users and groups, or to perform system
administration functions. For more information, see OpenText Content Server - Users
and Groups (LLESWBU-UGD).
Types of Permissions
There are three distinct but related types of permissions:

3.5. Understanding Permissions
• Work Item permissions, which apply to Collections, Channels, Discussions and

Task Lists.
• Document Management permissions, which apply to most item types.
• Role-Based permissions, which apply to Projects.
Most items are governed by Document-Management permissions, which is a rich set

of permissions designed to control many levels of access. However, some items do
not require such an elaborate permissions model. For more information about these
permissions types, see “Permission Types” on page 24.
Because there are multiple permission types, the affected item's permissions
sometimes cannot transfer precisely when items are copied or moved to different
locations. In such cases, Content Server must map the item's permissions to the
nearest corresponding permissions that are appropriate for its new location. For
more information about how permission types are mapped, see “Permissions
Mapping” on page 27.
Generally, if you have permission to add an item somewhere in Content Server, you
also have permission to modify that item's ACL. This includes the ability to change
the item's Owner or Owner Group, and to remove access to the item. However, the
administrator and other privileged users can specify access-control options that
prevent users from making certain changes, or even enable some users to edit a
specific item's permissions.
Ownership
Every item's ACL includes records for its Owner, its Owner Group, and for Public
Access.
Note: By default, these three entries are a part of every item's ACL. However,
they may be removed in some cases. For more information, contact your
administrator.
Initially, the creator of an item, the user who added it, is the Owner of the item.
However, this can be changed. The item's Owner Group is initially inherited from
the parent container. The parent container is the location in which the item was
added. The item's Owner Group can also be changed. Public Access is a designation
that defines generic permissions for, in most cases, all users in the system.
When you add an item, it inherits its permissions from the parent container, or the
location in which the item was added. However, while the permissions of the
container's Owner are copied to the new item, the creator of the new item is assigned
as Owner of that item. Therefore, the Owner permissions on a container determine
the permissions that the creators of items have on the items they add to that
container.
My Workspace Permissions
You are the Owner of your My Workspace and its contents. You have full
permissions on your My Workspace and the items stored there, and you are

responsible for administering them. You can grant other users and groups access to
selected items stored in your My Workspace or to the entirety of your My
Workspace. You set permissions for your My Workspace in the same way you set
permissions for any other Container.
Note: Even if you grant other users permission on your My Workspace, these
users cannot reach the My Workspace directly. Other users with permissions
on your My Workspace can access it by:
• Searching for an item contained there. A link to the item appears on the
Search Results page.
• Clicking a Shortcut to an item in your My Workspace that you add to a

publicly accessible location, such as the Enterprise Workspace. Other users
can then use the Shortcut to access the item. Once they access the item, users
can click the Up One Level icon, , until they reach the Overview page of
your My Workspace.
3.6 Permission Types

There are three distinct but related types of permissions:
• “Work Item Permissions” on page 24, which apply to Collections, Channels,

Discussions, and Task Lists.
• “Document Management Permissions” on page 25, which apply to most item

types.
• Role-Based permissions, which apply to Projects. For more information about

Role-based permissions and how they apply to Projects, see OpenText Content
Server - Projects (LLESPRJ-UGD).
Because different item types are governed by different permission types,

permissions sometimes cannot transfer precisely when items are moved or copied.
In such cases, Content Server must map, or translate, permissions from one type to
another. For more information, see “Permissions Mapping” on page 27.
Work Item Permissions

Work Item permissions apply to Channels, Collection objects, News items,
Discussions, Topics and Replies, Task Lists and Tasks. The following rules apply:
• News can only be added to Channels.
• Topics and Replies can only be added to Discussions.
• Tasks can only be added to Task Lists.
The following table describes the four Work Item Permissions.

3.6. Permission Types
Permission With this permission . . .

None You cannot view the item.
Read You can view the item.
Write You can view and edit the item.
Administer You have full access to the item, including
read, write, and delete capabilities. You can
also edit the item's permissions.
Work Item Permissions are inclusive. That is, if you have the Administer permission,
you also have the Read and Write permission.
Permissions for Task Lists

Permissions for Task Lists behave in a slightly different manner than for Channels or
Discussions because they involve both the creator of the Task and its assignee, the
user to whom the Task is assigned; therefore, the following applies:
• If you have the Administer permission on a Task List, you also have full
permissions on the Tasks it contains.
• If you created the Task, and have Write permission on the Task List, you have
full permissions on a Task. The Write permission on a Task List gives you
permission to modify information for any Tasks it contains.
• If you have Write permission on the Task List, and are the Tasks's assignee, you
have partial permissions on a Task. This means that you can modify only the
Comments and Status fields of that particular Task. You must have Write
permission on a Task List before you can be assigned a Task within it.
Document Management Permissions

Document Management permissions apply to most items in Content Server,
including Documents, Folders, and LiveReports. These permissions are more
detailed than Work Item permissions and provide more precise control over the
operations performed on items.
The following table describes each Document Management permission.

See You can see that the item exists in its
Container, but you cannot open it to see its
contents.
See Contents You can open the item and see its contents.


Modify You can rename the item and modify some
of its properties. For Container items, such as
Folders, this includes the properties that are
listed on the item's Presentation tab on its
Properties page. For more information, see
“Customizing Workspaces and Containers”
on page 69.
Edit Attributes You can apply Categories to the item or
modify the item's Categories or modify the
attributes the Category contains.
Add Items You can add items to the item. This
permission is only available for Container
items.
Reserve You can reserve the item (to prevent other
users from modifying it), modify it, and then
unreserve the item. You can also add
Versions to items you unreserve. This
permission is only available for items that
can be reserved.
Add Major Version You can add a major Version of a Document
that uses advanced versioning, or promote a
minor Version of the Document to be its
current major Version.
Delete Versions You can delete Versions of the item. The
Delete Versions permission is only available
for items that have Versions, such as
Documents and Workflow Maps.
Delete You can delete the item.
Edit Permissions You can edit the permissions that other users
or groups have on the item.
All permissions are nested within the See permission. This means that, for example,
you cannot modify or delete an item that you cannot see.
Note: The Delete Versions and Reserve permissions do not apply directly to
Folders or Compound Documents. These permissions are available in the
permissions set for Folders and Compound Documents primarily so that you
can specify default permissions for items that are added to the Folder or
Compound Document.
When you grant a permission, Content Server verifies that the base set of dependent
permissions required for that permission are also selected. For example, as shown in
the image below, if you select the Edit Permissions check box when no other check
boxes are selected, Content Server automatically selects all the other check boxes and
grants full permissions on the item.

3.7. Permissions Mapping
Figure 3-1: Nested Document Management Permissions
3.7 Permissions Mapping

Different item types are governed by different permission types, which means
permissions sometimes cannot transfer precisely when items are added, moved, or
copied. For example, when you add or move a Channel (which is governed by Work
Item permissions) to a Folder (which is governed by Document Management
permissions), Content Server must map the Folder's permissions to the nearest
corresponding permissions for a Channel.
The following tables describe how the different permission types map to each other.
Work Item Permission Document Management Permissions

None No permissions
Read See, See Contents
Write See, See Contents, Modify, Edit Attributes,
Add Items
Administer See, See Contents, Modify, Edit Attributes,
Add Items, Delete, Edit Permissions
Role-Based Permission Document Management Permissions

Guest See, See Contents

Role-Based Permission Document Management Permissions

Member See, See Contents, Modify, Edit Attributes,
Add Items, Reserve, Delete Versions
Coordinator See, See Contents, Modify, Edit Attributes,
Add Items, Reserve, Delete Versions, Delete,
Edit Permissions
Note: Mapping permissions can affect the permissions of the users and groups
in an item's Access Control List. For example, if you have the See, See Contents,
and Add Items permissions on a Folder, and a Project is added to that Folder,
you automatically become a member of the Project. In addition to your original
permissions, you receive permission to reserve, modify, edit Attributes, and
delete Versions of the items in the Project.
3.8 Understanding Versions

When working in a team environment, it is important to keep track of changes made
to information. When you share Documents with others, you need to ensure:
• Users cannot modify documents unless they have the proper permissions.
• Only one person at a time is modifying a document.
• You can access information about changes to versions of documents.
• You can retrieve previous versions of documents, if necessary.
Content Server provides a version-controlled environment in which teams of

authors can remain informed of each other's work. Versions are also useful because
they serve as a history of changes that were made and as backup copies that can
easily be retrieved and reused.
An item that can have multiple Versions is called a versionable item. The following
item types are versionable:
• Categories
• Compound Documents
• Custom Views
• Documents
• Project Templates
• Prospector Queries
• Text Documents
• Workflow Maps
When you add a versionable item, such as a Document, to Content Server, the item
becomes the first Version of that item in Content Server. When someone revises the
Document, their changes are implemented as a new Version. The new Version

3.8. Understanding Versions
becomes the current Version of the Document. By default, you always work with the
current Version of an item, and previous Versions are not affected by the changes
you make. Also by default, Content Server can store an unlimited number of
Versions, but users in your organization with the proper permissions can set Version
limits for items.
For information about working with Versions, see OpenText Content Server -
Documents and Text Documents (LLESWBD-UGD).

Chapter 4
Quickstart Help
Working with Content Server has much in common with using a website or other
software application. Many of its basic functions may therefore be familiar to you.
This section describes some of the most basic operations and how to perform them.
4.1 Accessing Content Server

Accessing Content Server is similar to visiting any regular website. Every page has
hyperlinks that allow you to look for the information that you need. Your Content
Server administrator is the person, or group of persons, in your organization
responsible for maintaining and supporting Content Server.
Content Server has two views: the Classic View, which is the system this online help
is written for, and the Smart View. The Smart View is a widget based user interface
that is compatible with mobile devices. If your administrator has enabled you to
view content in the Smart View, you can access the Smart View by clicking Smart
View on the My Account menu.
Note: The Smart View option is only available on the My Account menu if the
container you are currently viewing is also available in the Smart View.
When you are ready to begin, your administrator will supply you with:
• The URL for accessing the system. You can create a link to the URL in your web
browser. If you are using Microsoft Internet Explorer you can create a favorite. If
you are using Netscape or Firefox you can create a bookmark. Creating a link
will allow you to easily return to Content Server.
• The user name and password for your system
Your Content Server user account enables the system to:
• Determine the privileges and permissions you have within the system
• Give you access to your personal area
• Present you with the tasks assigned to you
• Track information for auditing purposes
Passwords are case sensitive and consist of letters, numbers, and special characters.
Forward slashes, /, are not allowed. Your administrator may set additional
restrictions on your password, such as requiring that all passwords include at least
one number. You can change your password at any time. If you forget your
password, contact your administrator.
Log out of Content Server if you want to sign in with a different user account or as a
security precaution if you leave your work area. Closing your Web browser

Chapter 4 Quickstart Help
automatically ends your session on Content Server, but the full log out process may
not occur because the func=ll.DoLogout may not be written in the log.
4.1.1 Signing in to Content Server

To sign in to Content Server:
Your administrator will provide you with a user name and password so that you can
sign in to Content Server.
1. Enter your user name in the User name field.
2. Enter your password in the Password field.
3. Click Sign in.
4.1.2 Accessing Content Server Smart View

Note: You must be in a container that is also part of the Smart View in order
for the menu option to appear.
• Click Smart View on the My Account menu.
Note: This option will only appear if it is enabled by your administrator.
4.1.3 Logging out of Content Server

To log out of Content Server:
• On the My Account menu, click Log-out.
4.1.4 Changing Your Password

Users with the User administration rights privilege can change passwords for
themselves and other Content Server users. All users can change their own
password.
This procedure shows the steps to follow to change your own password. For
information about changing the password of another user, see OpenText Content
Server - Users and Groups (LLESWBU-UGD).
To change your password:
1. On the My Account menu, click Change Password.
2. On the Content Server page, in the User name box, type your Content Server
user name.
3. In the Old password field, type your existing password.
4. In the New password field, type your new password.

4.2. Changing Your Personal Settings
5. In the Confirm field, retype your new password.

6. Click Change.
4.1.5 To Browse for an Item

To browse for an item:
1. When you are adding or saving items to Content Server, you can select the
container in which to store the item. You do this by clicking the Browse Content
Server button.
2. In the dialog box which appears when you click Browse Content Server, you
can do any of the following:
• In the Name search text box, enter a name to search for containers at or
below the current folder level in Content Server. Your search term can
include wildcards, and a name search will be applied across all languages
for objects below the location being searched.
• Click a container's name to see the contents of that container.
• Select a container from the Navigation list or hyperlink trail to see the
contents of that container.
3. Optional Once you are in a container, you can select the Show selectable items
only check box to display only those items that you can select.
4. Optional Click the <column_name> link to sort items in Detail view. For example,
you can click the Type column name to sort all items by type.
5. Click the Select link in the Action column next to any container in which you
want to save or add your item.
4.2 Changing Your Personal Settings

Your personal settings let you specify certain preferences for your own Workspace
or system. To view your personal settings, click Settings on the My Account menu.
The settings that are available to you on the My Settings page are arranged in a
tabbed interface. The number of tabs available to you and the options that they
contain depend on the modules that have been installed on your Content Server
system and your overall permissions.

4.2.1 Changing Your General Settings

On the My Settings: General page, you can customize the way you view
information in Content Server.
Default Start Page

Sets the page that Content Server displays when you first log on. You can select
one of the following pages:
Smart View
The default Smart View landing page.
My Favorites
YourMy Favorites page, containing Content Server items that you have
saved as Favorites.
Enterprise Workspace
The top-level workspace for your organization.
My Workspace
Your personal workspace.
About Content Server
The About Content Server page, which contains information on the Content
Server version, additional installed modules, and copyright, patent and legal
information.
Personal Frontpage
A customizable page that features personalized reports of community-
related activity. For users of OpenText™ Communities.
Pulse
Your personal Pulse page. For users of OpenText™ Content Server Pulse.
Show Item Descriptions on Detail View

Displays descriptions of items in the Detail Browse view, if descriptions exist.
For more information, see “Understanding the User Interface” on page 16 and
“Viewing and Modifying Item Properties” on page 62.
Navigation Style
Sets the type of navigation aid provided by Content Server. You can replace the
Navigation list with a trail of hyperlinks that represent the hierarchical path to
the currently displayed item. For more information, see “Understanding the
User Interface” on page 16.
“New” Indicator Duration
Sets how many days the New, icon appears beside new items in Content
Server. By default, the New icon appears for two days after an item is added to
Content Server.

“Modified” Indicator Duration

Sets how many days the Modified icon appears beside modified items in
Content Server. By default, the Modified icon appears for seven days after an
item has been modified in Content Server.
Show Sidebar in Browse
Causes the Sidebar to appear in the browse view. You can choose which side of
the page the Sidebar appears on.
Classic Link Behavior
Determines what happens when you click Classic View links. You can choose to
have the link open the item in Classic View, open the item’s Properties page in
Classic View, or open the item in Smart View.
If you select Smart View, links to a Document will open the Smart View
Document Overview page, which provides options to Open, Download, and
Edit a document, and to open its Properties page. Links to other item types will
open a Smart View page offering appropriate operations for the item type.
The setting that you choose applies to the following types of links, among
others:
• Content Server Classic View

Short links generated on an item’s Properties page.
• Enterprise Connect
Links generated using Browse from Here and Send To <Destination> as
Link.
• eLink
Links to Content Server items in emails delivered by eLink.
This setting does not affect what happens when you click a link generated in the
Content Server Smart View. Links generated in the Smart View always open in
the Smart View.
Metadata Language
In systems that use multiple metadata languages, Content Server items can have
names and descriptions in more than one language. Your Metadata Language
setting instructs Content Server to display item names and descriptions in the
language that you select, if they are available in that language. (Otherwise, the
names and descriptions appear in the system default language or, if names and
descriptions are not available in that language either, in English.) For more
information on multilingual metadata, see “Working with General Items”
on page 38.
You can select any metadata language that is available in the system or you can
select Browser-specific, which automatically sets your metadata language to the
language of your Internet browser.
Enable eDiscovery Mode
Sets eDiscovery Mode. This setting is only visible if you have the eDiscovery
Rights privilege. When eDiscovery Mode is enabled, it gives you See and See

Contents permissions to everything in Content Server so that you can perform

litigation discovery searches without the assistance of a user with the System
Administration Rights privilege.
To Change Your General Settings

To change your General settings:
1. On the Global Menu Bar, from the My Account menu, choose Settings.
2. On the My General Settings page, click the General tab.

3. Optional From the Default Start Page list, to change the page that appears when
you sign on to Content Server, select a page.
The initial setting in this field was selected by your administrator.
4. Optional Select the Show Item Descriptions on Detail View check box if you
want to display descriptions of items.
5. Optional From the Navigation Style list, to specify the navigation style, click
either hyperlinked trail or drop-down list.
6. Optional Click a value in the “New”Indicator Duration list to specify the number
of days the New icon appears beside items. Select zero to disable the New icon.
7. Optional Click a value in the “Modified”Indicator Duration list to specify the

number of days the Modified icon appears beside items. Select zero to disable
the Modified icon.
8. Optional In the Sidebar Location list, to specify the side of the page you want the
Content Server sidebar to appear, select either Left or Right.
9. Optional Select the Show Sidebar in Browse check box to ensure that the Content
Server Sidebar appears. This check box is selected by default.
10. Optional Click an option next to Classic Link Behavior to determine what
happens when you click a link created in the Content Server Classic View, in
Enterprise Connect, or in an email delivered by eLink.
11. Optional Select a language from the Metadata Language list to change the
metadata language.
12. Optional Enable eDiscovery Mode to allow you to perform litigation discovery
searches on your entire Content Server system.
13. Click Update.

4.2.2 Accessibility Settings

On the Accessibility tab of your Settings page, you can do the following:
• Modify the default appearance of the Content Server user interface by selecting a
different color scheme.
• Select Keyboard Mode to enable an alternative way of selecting dates in Content
Server.
• Enable accessibility mode for the Content Suite Viewer.
Settings
The changes you make to the color scheme affect the general appearance of most
Content Server pages. The changes appear for containers or workspaces that display
information in a list, such as, a Search Results page or a container displayed in
Browse View.
By default, the Content Server color picker offers you a choice of colors that are
recommended for users with visual disabilities, such as color blindness. Some
browsers provide a custom color picker, which allows you to select additional
colors.
After you choose a color, the Color Option box displays the new color, and the
Preview area updates to show you how the colors will look in Browse View.
Viewer Options
The Content Suite Viewer and Intelligent Viewing provide an alternative way to
load and view certain types of documents in Content Server. The Viewer Options
section only appears when the Content Suite Viewer or Intelligent Viewing is
enabled by your administrator. When enabled, the viewer launches in an accessible
format.
To Change Your Accessibility Settings

To change your accessibility settings:
1. On the My Account menu, click Settings, and then click the Accessibility tab.
2. On the My Settings: Accessibility page, select the Enable keyboard mode
check box to display dates as fields that can be updated using the keyboard.
3. Click the Color Options box for Table Row 1 Color, and then click the color
you want assigned to that row. Follow the same process for Table Row 2 Color.
4. To choose a custom color, click Other on the Content Server color picker, and
then select a color of your choice from the Color dialog box that appears.
Note: The custom color picker may not be available for certain browsers. If
you are unable to select a custom color, OpenText recommends that you
attempt the operation using a different browser.

5. To launch the Content Suite Viewer or Intelligent Viewing in accessibility mode,

select the Enable accessibility mode check box.
6. Click Update.
4.3 Working with General Items

You can perform the following basic tasks with general Content Server items, such
as Documents and Folders. For more information about Content Server general
items, see “Understanding Items” on page 12.
• “Adding Multilingual Metadata” on page 38

• “Viewing Items” on page 38
• “Opening Items” on page 39
• “Adding Items” on page 39
• “How Permissions Affect Adding Items” on page 40
• “Adding Items with Drag & Drop” on page 40
• “Deleting and Restoring Items” on page 41
• “Renaming Items” on page 41
• “Copying Items” on page 42
• “Moving Items” on page 42
• “Reserving and Unreserving Items” on page 43
Adding Multilingual Metadata
The Multilingual Metadata Editor, , allows you to enter values in the Name and
Description fields in any language that is enabled by your administrator. The
Multilingual Metadata Editor appears when you are adding, renaming, moving,
copying, or configuring an item. The editor also appears on an item's Properties
page. The editor works the same on most pages on which it appears. It contains a
Name field on the first screen and a Description field on the next screen for each
language that is enabled. On certain pages, for example, the Configure pages, there
is no Description field.
The metadata that you add for items is captured in audit trails and is searchable.
Viewing Items
You can view most documents as an HTML page in the current window by clicking
View as Web Page from an item’s Functions menu. This is the default method for
viewing items.
You may also be able to view objects using the Content Suite Viewer, which
provides an interface for users to load and view a variety of document types.
Supported document types include Microsoft Word, PowerPoint, Excel, PDF, TIFF,
JPG, BMP, and PNG. The viewer provides tools that allow you to print, zoom, and
rotate documents. When the viewer is enabled in Content Server, the default View
as Web Page is removed and replaced by the View link on an item’s Functions
menu.

4.3. Working with General Items
Note: The Content Suite Viewer or Intelligent Viewer must be enabled and
configured by your Administrator. When enabled, the View option appears on
the Functions menu for viewable items. If pre-publishing is enabled for the
Intelligent Viewer, a Publish for Viewing option also appears. If neither
viewer is enabled, the default View as Web Page option appears.
Opening Items
Open is the default action for most items when you click the <item_name> link. For
items that have no Open command, the default action for accessing or viewing the
item is performed.
You can also use the command on the item’s Functions menu to open the item.
Depending on how your administrator has configured the system, one or more of
the following commands are available:
Open
Downloads or opens a read-only copy of the Document.
Open in <Office Application>

Opens a read-only copy of the Document in the specified application. While the
Document is open, it is displayed in the Manage Local Documents dialog box
on your desktop.
Note: For more information on the Manage Local Documents dialog box,
see OpenText Content Server - Documents and Text Documents (LLESWBD-
UGD).
Open with Desktop

Opens a read-only copy of the Document. While the Document is open, it is
displayed in the Manage Local Documents dialog box on your desktop.
Open in <Office Application> Online

Opens a read-only copy of the Document in the specified Office Online
application. While viewing the document in Office Online, you can click Edit in
Browser to open the Document for editing in Office Online.
Adding Items
The Add Item menu appears when you have permission to add items to a
Container. The options available to you when adding an item vary, depending on
the item type. For information about adding a specific item type, see the help topic
for that item type. You can also add items to certain Containers by dragging them
from your desktop and dropping them into the Browse area of the Container. For
more information, see “Adding Items with Drag & Drop” on page 40.
There are some parameters you can specify that are common to almost all items you
add. These parameters, listed in the following table, are not required to successfully
add an item.

Parameter Description
Name For all object types, the Name field cannot be left empty. For
Documents, if the name field is left empty before you select a file, the
filename is automatically added to the Name field. Providing a
descriptive name can add information about the item's content and
purpose. It also makes it more likely to be correctly identified by a
Search Query or a LiveReport.
Description By adding a description, you increase the chances that a Search
Query or a LiveReport will correctly identify the item. Content
Server indexes the text in the Description field as part of the item's
metadata. Metadata is the information about the item. The more
metadata an item has, the better Content Server can identify its
content and purpose.
MacBinary (set before If you use a Macintosh computer, and that computer is not running
selecting a file) the OSX operating system, the Add Document page may display a
MacBinary (set before selecting a file) check box. For more
information about MacBinary files, see “Adding Macintosh Files to
Content Server” on page 50.
Categories You use the Categories field to apply one or more attributes to an
item that you add. For more information, see OpenText Content
Server - Categories and Attributes (LLESWAT-UGD).
Create In By default, an item is added to the current Container. However, you
can use the Create In field to add the item to a different Container.
How Permissions Affect Adding Items

When adding items, keep in mind that access to items is controlled by permissions.
By default, any item that you add to a Container inherits its permissions from that
Container. For example, if a group has See Contents permission on a Folder, members
of that group will have permission to see any Document you add to that Folder.
However, it is possible to modify the permissions of individual items in a Folder.
You become the Owner of the items you add, and therefore always have full
permissions on those items. For more information, see “Managing Permissions”
on page 57.
Adding Items with Drag & Drop

Users with the Add Item permission can add items by dragging them from their
desktop into the browse area of a Container. The Drag files icon, indicating that
drag and drop capability is available for that container, appears on the menu bar:
• for all Containers in Content Server that do not have required Categories or
system attributes associated with them; or
• for Containers that have required data with default values set, but contain no
content.
Note: When you add an item by dragging and dropping it from your desktop
into a Container, it automatically appears in the Browse View of the Container,
unless that Container has required system attributes or Categories with

required attributes associated with it. Items with required attributes cannot be
viewed by other users until the necessary attribute information is added. Your
administrator can set Notifications to send email messages to inform you of
items that are incomplete. For more information about incomplete items and
items with required information, see OpenText Content Server - Categories and
Attributes (LLESWAT-UGD).
If a Container is deleted, and it contains items with incomplete required

attributes, the items are not deleted. Instead, they are moved to an Incomplete
Items folder and can be accessed on your Assignments page. These items are
not available to other users until they are moved to a different container. Items
with incomplete required attributes can be deleted individually.
Deleting and Restoring Items

You can delete a Content Server item if you have the Delete permission for it.
If you do not have the Delete permission for an item, the Delete option does not
appear in the item’s Functions menu. In some cases, you may be unable to delete an
item for a different reason. You cannot delete a Document if one of its versions is
locked, for example.
Note: Deleting an item does not remove any Shortcuts to that item, but you
can delete them manually. To view a list of the Shortcuts to an item, open the
References tab on its Properties page. For more information, see “Viewing and
Modifying Item Properties” on page 62.
When you delete an item, it is stored in the Recycle Bin for a period of time until
Content Server purges it permanently. Until it is purged, you can restore it. In fact,
you can restore any item that you had permission to delete before it was deleted,
regardless of whether you were the owner of the item or the user who deleted it.
Restored items are returned to their original Content Server location.
Note: If you no longer have access to the original Content Server location, you
may be unable to browse to a restored item.
Your Content Server administrator configures Recycle Bin for your Content Server
deployment according to your organization’s requirements. Your administrator can
configure Recycle Bin so that the items that you delete are immediately purged, or
restrict access to the Recycle Bin to users with specific permissions. In such cases,
you cannot access the Recycle Bin or restore items.
Renaming Items
Most items can be renamed, depending on the item type and your permissions.
Providing a descriptive name can add useful information about the item's content
and purpose. It also makes it more likely to be correctly identified by a Search Query
or a LiveReport.

Copying Items
Most items can be copied, depending on the item type and your permissions. You
can copy items individually or copy multiple items at the same time.
When you copy an item, you create a duplicate of the original and save it
somewhere else in Content Server. The original item remains in its current location.
You also have the option to add a Version to the copied item.
Not all items can be copied. For example, if you do not have the Add Item permission
for a Container, you cannot copy an item to that Container.
Note: Because items inherit permissions from their Container, copying an item
from one Container to another can change that item's permissions. For more
information, see “Managing Permissions” on page 57.
How Copying Items Affects Their Categories

Copying items can affect their Category assignments. When you copy an item, you
have three options regarding its Categories:
• You can keep the copy's original Categories in its new Container.
• You can apply the Categories of the destination, the new Container, to the copy.
• You can keep the copy's original Categories and merge them with the new
Container's Categories.
For more information, see OpenText Content Server - Categories and Attributes
(LLESWAT-UGD).
Moving Items
Most items can be moved, depending on the item type and your permissions. You
can move items individually or move multiple items at the same time.
When you move an item to a different Container, you remove it from its original
Container. Any Shortcuts or Generations that point to the item are automatically
updated to refer to the item in its new Container. You also have the option to add a
Version to the moved item in its new Container.
Not all items can be moved. For example, you cannot move an item to a Container
on which you do not have the Add Item permission.
Note: Because items inherit permissions from their Container, moving an item
from one Container to another can change that item's permissions. For more
How Moving Items Affects Their Categories

Moving items can affect their Category assignments. When you move an item, you
have three options regarding its Categories:

• You can keep the item's original Categories in its new Container.
• You can apply the Categories of the destination, the new Container, to the item.
• You can keep both the original Categories and merge them with the new
Container's Categories.
For more information, see OpenText Content Server - Categories and Attributes
(LLESWAT-UGD).
Reserving and Unreserving Items

You can prevent other users from making changes to an item you are working on by
reserving the item for yourself, or for any group to which you belong. If you reserve
an item for a group, any user in that group can unreserve it.
The following items are reservable:
• Documents
• Text Documents
• Extensible Markup Language Document Type Definitions, XML DTDs
• Item Templates
• Project Templates
• Custom Views
• Prospector Queries
When you have an item reserved, other users can see the item in read-only mode,
but cannot make changes until you unreserve it. If the reserved item is a versionable
item type, you can add a Version of the item when you unreserve it. For more
information about Versions, see OpenText Content Server - Documents and Text
Documents (LLESWBD-UGD).
4.3.1 To Add an Item

To add an item:
1. On the Add Item menu, select any item type.

2. On the item's Add page, in the Name field, type a name for the item.
If your system has multiple languages installed and enabled, click the edit
multilingual values icon to edit the names in the other, enabled, languages.
3. Optional In the Description field, type a description of the item.
multilingual values icon to edit the descriptions in the other, enabled,
languages.
4. Optional In the Classifications field, make a selection from the Classify list.
Choose the Select link next to the Classification you want to apply to this item.

5. Optional In the Categories field, click Edit to select or add a Category to apply to
this item.
6. Optional In the Create In field, click Browse Content Server to select another
container in which to create this item.
7. Click Add.
Note: For specific information about adding a Document, see OpenText Content
Server - Documents and Text Documents (LLESWBD-UGD).
4.3.2 To Add an Item with Drag and Drop

To add an item with drag and drop:
1. Open the Container where you want to add an item, in the event that drag and
drop is available for that Container, the informational Drag files icon will
appear.
2. Click an item on your desktop and drag it into the Browse area of the Container.
Wait until the file has uploaded and the Browse view of the Container refreshes
to show the item.
3. Optional If you have added an item into a Container that has required attributes,
click the Show the incomplete items link and add the required attributes, or
complete required information.
Note: If you added items with required information, you must complete the
required information before other users can access them.
4.3.3 To Open an Item

To open an item:
• Click the item’s Functions menu, and then choose one of the following:
• Open
• Open in <Office Application>
• Open with Desktop
• Open in <Office Application> Online
Note: Depending on how your system is configured, one or more of these

options might not be available.
Tip: Depending on how your system is configured, you can also open an item
by clicking any item's name link. An item's <item name> is a hypertext link
whose default action is to open the item.

4.3.4 To Delete One or More Items

To delete one or more items:
1. From the Detail View of any Container, select the check box for each item you
want to delete.
2. Click Delete.
3. Click the OK.
Note: For more information about Detail View, see “Understanding

Workspaces and Containers” on page 9.
Tip: You can also delete a single item by clicking that item's Functions icon,
and then choosing Delete.
4.3.5 To Restore One or More Items

To restore one or more items:
1. Click Recycle Bin on the Tools global menu. The Recycle Bin page appears.
2. Select one or more items that you want to restore. If the item that you want to
restore resided in a Content Server container that has been deleted, select the
Content Server container to restore it and all of the sub-items that it contained at
the time of its deletion.
Tip: Use the Content Filter or Recycle Bin views to assist you in locating
items to restore.
3. Click Restore, and then confirm the restore operation.
The items that you selected are restored. The Status on the confirmation page notes
the location that they were restored to.
4.3.6 To Rename an Item

To rename an item:
• There are two ways you can rename an item:
a. Click the item's Functions icon, and then choose Rename.
i. On the Rename page for the item, in the Name field, type a name for
the item.
ii. Click Update.
b. Click the item's Functions icon, choose Properties and then choose
General.
i. In the Name field, type a new name.

ii. Click Update.
4.3.7 To Copy One or More Items

To copy one or more items:
want to copy.
2. Click the Copy button.
3. Optional On the Copy page, in the Items area:
a. Under the Name heading, type a new name for the item(s).
multilingual values icon to edit the name in the other, enabled, languages.
b. Under the Options heading, select the Add Version check box.
Note: The Add Version check box only appears for items that are
versionable. For more information, see OpenText Content Server -
4. In the Copy to field, click Browse Content Server.... Navigate to the location
where you want the item(s) copied, and then click that location's Select link.
5. In the Categories area:
a. Click one of the following radio buttons:
• Original
• Destination
• Merged
b. Optional Click the Edit... button to modify the item's Categories.
6. Click Copy.
7. Click OK.
Note: For more information about Detail View, see “Understanding

Workspaces and Containers” on page 9.
Tip: You can also copy a single item by clicking that item's Functions icon, and
then choosing Copy.

4.3.8 To Move One or More Items

To move one or more items:
want to move.
2. Click the Move button.
3. Optional On the Move page, in the Items area:
a. Under the Name heading, type a new name for the item(s).
multilingual values icon to edit the name in the other, enabled, languages.
b. Under the Options heading, select the Add Version check box.
Note: The Add Version check box only appears for items that are
versionable. For more information, see OpenText Content Server -
4. In the Move to field, click Browse Content Server.... Navigate to the location
where you want the item(s) moved, and then click that location's Select link.
5. In the Categories area:
a. Click one of the following radio buttons:
• Original
• Destination
• Merged
b. Optional Click the Edit... button to modify the item's Categories.
6. Click Move.
7. Click OK.
Note: For information related to this procedure, see “Working with General
Items” on page 38.
For more information about Detail View, see “Understanding Workspaces and
Containers” on page 9.
Tip: You can move a single item by clicking its Functions icon, and then
choosing Move.

4.3.9 To Reserve an Item

To reserve an item:
1. Click an item's Functions icon, and then choose Reserve.
2. On the Reserve page, in the Reserved By field, click your name, or the name of
a group.
3. Optional In the Option field, click the Download link to download the most
recent Version of the item to your computer.
4. Click Submit.
4.3.10 To Unreserve an Item

To unreserve an item:
1. Click a reserved item's Functions icon, and then choose Unreserve.
2. Optional On the Unreserve page, if you want to add a new version, select the Add
New Version check box.
3. Click Submit.
Tip: For more information about adding new versions, see OpenText Content
Server - Documents and Text Documents (LLESWBD-UGD).
4.4 Finding Items Using Filtering

Filtering provides users with a faster way to locate items within Containers. When
users are in the Browse view of a container, they can search for items based on an
item's type or by typing keywords that appear in the title of the item for which they
are searching. The filtering process is useful because it allows you to view a fewer
number of relevant items in a Container.
Note: Filtering is not available if the Content Filter sidebar is available and can
be displayed.
If no results match the filter criteria, an error message displays.
Filtering is not available for Compound Documents or in the Workflow

Attachments Folder.

4.5. Understanding Flexible Storage Management
4.4.1 To Find Items Using Filtering

To find items using filtering:
1. Navigate to the Container in which the items you are searching reside. From the
(All item types) list, click the item's type.
Note: Only item types that reside in the Container appear as a filter option
in the (All item types) list. If you want to search all item types, select the
(All item types) option.
2. In the Filter by name field, type the keyword by which you want items filtered,
and then click the Filter by name button, .
Note: If the filtering option is not available, the Content Filter sidebar
may be available. For more information, see OpenText Content Server -
Tip: If the filter does not match any items within a container, you will receive
an error message. Click the Show all items link to return to the previous page.
4.5 Understanding Flexible Storage Management

Flexible Storage Management is an option that enables you to store documents in
multiple locations, known as Storage Providers. Storage Providers are external
directories that enable you to store documents outside of Content Server.
Each Content Server instance that uses Flexible Storage has a default Storage
Provider that cannot be modified or deleted. Storage Providers have associated
rules, which are evaluated from the top of the list to the bottom, that determine
where new documents are stored. If the document does not meet any of the defined
rules, it is stored in the default Storage Provider, which always appears last on the
list.
Every Document in Content Server displays the name of its Storage Provider on the
Versions tab of the Document's Properties page. If you have the proper permissions,
you can view a list of all Storage Provider rules. The list includes the Storage
Provider rule, and the name and type of the Storage Provider to which the rule
belongs. Only your administrator can modify or delete Storage Providers and
Storage Provider rules.

4.5.1 To View Storage Rules

To view storage rules:
• If you have the appropriate permissions, on the Global Menu Bar, from the
Tools menu, you will be able to select View Storage Rules.
4.6 Adding Macintosh Files to Content Server

Important
The following information does not apply to Macintosh computers running the
OSX operating system. If you are using a Macintosh computer running the
OSX operating system, it is not necessary for you to select the MacBinary (set
before selecting a file) check box.
If you use a Macintosh computer which is not running the OSX operating system,
certain Content Server pages may include a MacBinary (set before selecting a file)
check box. The check box appears on pages that allow you to upload files from your
computer. Selecting the check box ensures that the files you upload to Content
Server are transferred properly. If you attempt to upload a Macintosh file to Content
Server without selecting the check box, the file may not upload in its entirety.
MacBinary is a standard format developed to facilitate the transfer of Macintosh

documents. It combines the two components of a standard Macintosh file, the
resource fork and the data fork, into a single package. A MacBinary file can be stored in
a Content Server system running on a non-Macintosh computer, but such a file
downloaded from Content Server can be used only on a Macintosh computer.
MacBinary files in Content Server are indicated by the MacBinary icon, .
4.7 Adding and Configuring Folders

You use Folders to organize your work in Content Server the same way that you
work with folders on your computer. The Folder is the most versatile type of
container in Content Server because it can contain almost any other type of item,
including Projects and other Folders. A Folder inside another Folder is called a
subfolder.
Adding a Folder
The Add Item menu and Add Folder button appear on every Workspace or
container page where you have the permission to add a Folder or an item.
When you add a Folder to Content Server, you can provide a description of the
Folder, modify its Categories and Attributes, and add the Folder to a different
container. For more information about adding items, see “Working with General
Items” on page 38.

4.7. Adding and Configuring Folders
Configuring a Folder
If you have the proper permissions, you can configure the appearance of a Folder.
For more information, see “Customizing Workspaces and Containers” on page 69.
A unique configuration option when adding a Folder, if permitted by your

administrator, is to choose from an assortment of different icons for the Folder. This
can be useful if you want to visually distinguish the Folder or give users an
indication of what kind of information the Folder contains. You can specify a
different icon at the time you add a Folder, or you can specify a different icon for an
existing Folder, provided you have the proper permissions.
Permissions
By default, any item that you add to a Folder inherits its permissions from that
Folder. For example, if a group has See Contents permission on a Folder, members of
that group will have permission to see any item you add to that Folder. However, it
is possible to modify the permissions of individual items in a Folder. For more
4.7.1 To Add a Folder

To add a Folder:
1. On the Add Item menu, click Folder.

2. On the Add: Folder page, in the Name field, type a name for the Folder.
3. Optional In the Description field, enter a description of the Folder.
languages.
4. Optional In the Classifications field, make a selection from the Classify list.
Choose the Select link next to the Classification you want to apply to this folder.
5. Optional In the Categories field, select Edit to select or add a Category to apply to
this Folder.
6. Optional In the Create In field, select Browse Content Server to select another
container in which to create this Folder.
7. Optional Click the Select Icon button to choose an alternative icon for the Folder.
The Select Icon button appears only if your administrator has enabled this
functionality.
8. Click Add to create the folder.
For information related to this procedure, see “Adding and Configuring Folders”
on page 50.

4.7.2 To Change a Folder icon

To change a Folder icon:
This option is only available if your administrator has enabled this function in the
Content Server administration page > Server Configuration > Configure Features >
Configure Container Options.
1. Click the Folder's Functions icon, choose Properties, and then choose General.
2. On the General tab of the Folder Properties page, in the Type field, click the
Select Icon button.
3. On the Select Icon page, click an icon.
4. On the Properties page, click Update.
4.8 Working with Shortcuts and URLs

Shortcuts and URLs are reference item types. Reference item types are types that refer
to another item. Shortcuts point to other Content Server items, while URLs point to
Web addresses, usually located outside Content Server.
Working with Shortcuts

A common requirement is the ability to have exactly the same item in more than one
place. Shortcuts are useful when you want to:
• provide access to an item in any number of places within the system without
having to maintain multiple copies of the same item
• create pointers to an item that may be hard to find
A Shortcut always points to the most recent Version of an item. When the original
item is modified or moved, all its Shortcuts are updated automatically. However,
when the original item is deleted, any Shortcuts to it must be deleted manually. You
can make a Shortcut to most item types in Content Server.
Note: Shortcuts are subject to permissions. For example, you need the See
Contents permission on the original item to be able to use a Shortcut.
When you make a Shortcut, you can provide a description of the Shortcut, modify its
Categories and Attributes, and add the Shortcut to a different Container. For more
information about adding items, see “Working with General Items” on page 38.
The Shortcut Functions Menu

The Functions menu of Shortcuts is divided into two submenus: Original and
Shortcut.

4.8. Working with Shortcuts and URLs
• The Original submenu contains functions that you have permission to perform
on the original item, the item to which the Shortcut points. The functions on the
Original submenu do not affect the Shortcut.
• The Shortcut submenu contains functions that you have permission to perform
on the Shortcut. The functions on the Shortcut submenu do not affect the original
item.
Editing a Shortcut involves modifying the information on its Properties page. For
more information, see “Viewing and Modifying Item Properties” on page 62. For
specific information about editing information on the Categories tab of the
Properties page, see OpenText Content Server - Categories and Attributes (LLESWAT-
UGD).
Working with URLs

URLs in Content Server are similar to Web browser favorites or bookmarks.
Opening a URL in Content Server passes that Internet address to your Web browser,
which then displays the Web page.
The following can be saved as URLs in Content Server:
• World Wide Web addresses

• FTP sites
• Email addresses
Although you can use a URL to link to another Content Server item, OpenText
recommends that you use a Shortcut.
When you add a URL to Content Server, you can provide a description of the URL,
modify its Categories and Attributes, and add the URL to a different container. For
more information about Categories and Attributes, see OpenText Content Server -
Categories and Attributes (LLESWAT-UGD).
Editing a URL involves modifying the information on its Properties page. For more
information, see “Viewing and Modifying Item Properties” on page 62. For more
information about adding items, see “Working with General Items” on page 38.
4.8.1 To Make a Shortcut

To make a Shortcut:
1. On the Add Item menu, click Shortcut.
2. On the Add: Shortcut page, in the Name field, type a name for the Shortcut.
3. Optional In the Description field, type a description of the item.

languages.
4. In the Item field, click the Browse Content Server button. Navigate to the item
for which you want to make a Shortcut, and then click that item's Select link.
this shortcut.
container in which to create this shortcut.
7. Click the Add button.
Tip: You can also make a Shortcut by clicking an item's Functions icon, and
then choosing Make Shortcut.
4.8.2 To Open a Shortcut

To open a Shortcut:
• There are two ways to open a shortcut:
a. Click any Shortcut's name link. A Shortcut's <shortcut_name> is a hypertext

link whose default action is to open the Shortcut.
b. Click any Shortcut's Functions icon, choose Shortcut, and then choose
Open.
4.8.3 To Edit a Shortcut

To edit a Shortcut:
1. Click a Shortcut's Functions icon, choose Shortcut, choose Properties, and then
choose one of the following:
• General
• Specific
• Audit
• Categories
2. On the Properties tab you chose, modify the settings you want.
3. Optional Click another tab, and then modify any settings on that tab.
4. Click Update.

4.8. Working with Shortcuts and URLs
4.8.4 To Add a URL

To add a URL:
1. On the Add Item menu, click URL.
2. On the Add URL page, in the Name field, type a name for the URL.
3. Optional In the Description field, type a description of the URL.

languages.
4. In the URL field, type the URL.
this URL.
container in which to create this URL.
7. Click Add.
4.8.5 To Edit a URL

To edit a URL:
1. Click a URL's Functions icon, choose Properties, and then choose one of the
following:
• General
• Specific
• Audit
• Categories
• References
2. On the URL Properties page, modify the settings you want.
3. Click Update.

4.9 Managing Favorites

You can easily access frequently used items by adding them as Favorites. When you
add an item as a Favorite, you are creating a marker to the item, and then storing it
on the My Favorites page.
Almost any item in Content Server can be added as a Favorite. You can add a
Favorite from the Workspace in which the item is located, report pages, and the My
Favorites page.
The My Favorites page is one of your personal report pages. On this page, you can
organize the items you classify as Favorites under different tabs, copy Favorites
between the tabs, and remove items from the My Favorites page. For more
information about organizing tabs, see “Managing Report Page Tabs” on page 67.
4.9.1 To Add a Favorite
To add a Favorite Do the following...

from...
A Workspace Click the item's Functions menu, and then choose Add to Favorites.
My Favorites page
Click the Add New Favorite button, , browse to an item, and
then click Select.
A report page Click the tab where the item is located, click the Edit/Organize
button , and then click a tab location in the Favorites Tab list
for each item you want to add as a Favorite.
4.9.2 To Remove a Favorite

To remove a Favorite from the Favorites page:
1. Click the Personal menu on the Global Menu bar, and then click Favorites.
2. Click the tab where the Favorite item is located.
3. Click the item's Functions icon, and then choose Remove Favorite.
Tip: You can remove multiple Favorites at once by clicking the Edit/Organize
button , selecting the Remove check box for each item you want to
remove as a Favorite, then clicking Submit.
Note: Removing an item as a Favorite removes it from the list, it does not
remove the item from Content Server.

4.10. Managing Permissions
4.9.3 To Copy a Favorite

To copy a Favorite to another tab:
1. Click the Personal menu on the Global Menu bar, and then click Favorites.
2. Click the tab where the Favorite item is located.
3. Click the Edit/Organize button .
4. For each item you want to copy, click a new tab location in the item's Favorites
Tab list.
5. Click Submit.
4.10 Managing Permissions

Permissions affect every item and location in Content Server. It is important to
understand how permissions work and how they affect the work you do.
• For an introduction to permissions, see “Understanding Permissions”

on page 22.
• For a description of the differences between Work Item Permissions, Document
Management Permissions, and Role-based permissions, see “Permission Types”
on page 24.
Every item in Content Server has an Access Control List, also known as an ACL,
which determines which users and groups have access to the item and defines their
permissions. By default, the ACL of every item includes permissions for the
following:
• Owner, , the user that has full permissions on the item. By default, the
Owner is the user who created the item. However, ownership of an item can be
transferred. Depending on your organization's requirements, this user does not
necessarily have full permissions on the item.
• Owner Group, , a group to which you want to assign extra permissions on
the item. By default, an item's Owner Group is inherited from its Container.
• Public Access, , a designation that makes the item available to all users who
have the Public Access privilege. Designating an item as Public Access lets you
specify a general permissions set that is appropriate for general use. Because
Public Access is a privilege that is in effect system wide, you cannot modify the
users included in this group.
By default, these three entries are a part of every item's ACL. However, in some
cases you may be permitted to revoke access to an item from its Owner, Owner
Group, and from anyone who has only the Public Access privilege. For more
information, contact your administrator.

Note: If a user or group on the Permissions page appears with * Needs review
* beside it, it is an indication that there is more than one entry in the Content
Server database that pertains to this permission item. If you see this message,
enable the correct permissions for the user or group, and then click Repair.
Editing an Item's Permissions

Setting individual permissions for each item that you add to Content Server can be a
tedious and time-consuming process. That is why, in most cases, an item's
permissions are inherited based on the Container to which it is added. However,
you, or another user, can edit an item's permissions anytime after you add it.
By default, any user with the Edit Permissions permission on an item can:
• grant access to an item to a user or group;

• modify the permissions that a user or group has on an item;
• remove access to an item from a user or group;
• change an item's Owner or Owner Group; and
• enable or disable Public Access.
Your administrator can set additional access-control options that limit your ability to
edit an item's ACL. For more information, contact your administrator.
Issues When Copying and Moving Items

Because an item's permissions are affected by its Container, copying or moving an
item can change its permissions. When you copy an item to another Container, the
copied item usually inherits the destination Container's permissions. However, a
moved item retains its permissions in the following cases:
• when it is copied or moved to a location in the same Workspace, including a

Project Workspace;
Note: If you move a Folder from one Project to another, the Folder inherits
the permissions of the destination Project.
• when it is copied or moved from the Enterprise Workspace to your My
Workspace
• when it is copied or moved from your My Workspace to the Enterprise
Workspace.
For example, if you add a Document to your My Workspace, where you have full
permissions, and then move it into the Enterprise Workspace, where your
permissions are most likely more limited, the Document inherits its permissions
from the Enterprise Workspace. In this example, you may lose your permission to
delete the Document.
Note: In some cases, your administrator may choose to override this behavior.

Certain items, such as News items, Tasks, and Topics and Replies, cannot be copied
or moved. However, these items do move if you move the Container in which they
reside. If you copy a Container that contains items that cannot be copied, Content
Server copies the Container but omits the items that cannot be copied.
Note: Because different item types are governed by different permission types,
permissions cannot always transfer precisely when items are added, moved, or
copied. In these cases, Content Server must map the item's original permissions
to the nearest corresponding permissions for its destination. For information
about how the different permission types map to each other, see “Permissions
Mapping” on page 27.
Editing a Sub-Item's Permissions

When you change the permissions on a Container, its sub-items keep their original
permissions unless you specify otherwise. When you apply permissions changes to
sub-items, you have the following options:
• Replace, which replaces the current permissions on the sub-items with those
specified. Replace is the only option available for Owner, Owner Group, and
Public Access users.
• Add, which adds any new user or group to the ACLs of the sub-items, with the
selected permissions.
• Add & Replace, which adds any new user or group to the ACLs of the sub-items
and replaces any current users, groups, and permissions with those specified.
• Remove User, which removes users or groups from the access list and eliminates
their permissions.
Note: When editing permissions on a Container that contains a Task List,

Channel, or Discussion, Content Server automatically maps the container's
permissions to the nearest corresponding Work Item permission.
4.10.1 To Grant Permissions to an Item

To grant permissions to an item:
1. Click an item's Functions icon, and then choose Permissions.
2. On the Permissions page, in the Assigned Access area, click the Grant Access
icon, .
3. In the Grant Access area, navigate to the user or group whose permissions you
want to edit.
Tip: For information about how to find a user or group, see OpenText
Content Server - Users and Groups (LLESWBU-UGD).
4. Select that user or group's Grant Access check box.

5. Click Submit.
6. In the Edit <user/group> Permissions dialog box, in the Access area:
a. Select the check boxes next to the permissions you want to grant to that
user or group.
b. Click Update.
7. Optional If you want to edit the permissions of another user or group, proceed to
Step 2. If you have finished, proceed to the next step.
8. Click Done.
4.10.2 To Edit an Item's Permissions

To edit an item's permissions:
1. Click the item's Functions icon, and then choose Permissions.

2. On the Permissions page, do one of the following:
a. If you want to edit the permissions of one of the Default Access groups, in
the Default Access area, click the name of any group whose permissions
you want to edit. Now proceed to Step 3.
b. If you want to assign access to an individual or group, in the Assigned
Access area, click the name of any user or click the Grant Access... button.
i. In the Grant Access area, navigate to the user or group whose

permissions you want to edit.
Tip: For information about how to find a user or group, see

OpenText Content Server - Users and Groups (LLESWBU-UGD).
ii. Select that user or group's Grant Access check box.
iii. Click Submit. Now proceed to Step 3.
3. In the Edit <user/group> Permissions dialog box, in the Access area:
a. Select the check boxes next to the permissions you want to grant to that
user or group.
b. Click Update.
4. Optional If you want to edit the permissions of another user or group, proceed to
Step 2. If you have finished, proceed to Step 6.
5. In the Apply To menu, select from one of the following:
• This Item, applies changes to current item.

• Sub-Items, applies changes to all sub-items.
• This Item & Sub-Items, applies changes to the item and all sub-items.
6. Click Done.

Note: If you do not have the Edit Permissions permission on an item, you
cannot view that item's Permissions page.
4.10.3 To Remove Access from an Item

To remove Owner Access, Owner Group Access, or Public Access from an
item:

2. On the Permissions page, in the Default Access list, click an Owner, Owner
Group, or Public Access link.
3. In the Edit Permissions section, click Remove.
4. Click OK in the confirmation dialog box, and then click Done.
4.10.4 To Restore Access to an Item

To restore Owner Access, Owner Group Access, or Public Access to an item:

2. On the Permissions page, do one of the following:
• In the Default Access list, click an Owner or Owner Group's Restore Access
icon, . Find and select the Owner or Owner Group for whom you want to
restore access.
• In the Default Access list, click the Restore Access icon, , for Public
Access.
3. In the Edit Permissions section, specify any of the permissions you want to
restore, and then click Restore.
4. Click Update.
5. Click Done.
4.10.5 To Change an Item's Owner or Owner Group

To change an item's owner or owner group:
1. Click an item's Functions icon, and choose Permissions.
2. Click the Owner or Owner Group's Change Owner icon, .

3. Navigate to the user or group you will be selecting as the new owner or owner
group. Click that user or group's Select link.
Tip: For information about how to find a user or group, see OpenText
Content Server - Users and Groups (LLESWBU-UGD).

4. Click Done.
Note: Although you can change the Owner of an item, you cannot remove the
Owner or the Owner Group of an item from its access list.
4.10.6 To Edit a Sub-Item's Permissions

To edit a sub-item's permissions
2. On the Permissions page, click the Edit Permissions of Sub-Items icon, .

3. On the Edit Sub-Items Permissions page, you will see the users and groups,
who have previously been assigned permissions, grouped in a table. Any
changes you make will be applied to each sub-item.
From the Permission Action lists, select an option.
4. Select or clear the permissions check boxes, depending on what permissions
you want to apply to the sub-items.
5. Optional In the Include field, select Task List, Channel, Discussion, Collection,
or Community to set Content Server to map permissions changes as
appropriate.
6. Select Clear Existing Access Lists of Sub-Items to set the sub-items to the
default access of: Owner, Owner Group, and Public Access.
7. Select Make “<container_owner>”Owner of Sub-Items to set the container's
Owner as the Owner of all sub-items.
8. Select Make “<container_owner_group>”Owner of Sub-Items to set the
container's Owner Group as the Owner Group of all sub-items.
9. Click Update.
Note: Check boxes for additional item types may also display, depending on
what optional modules are installed in Content Server.
4.11 Viewing and Modifying Item Properties

Content Server automatically stores and maintains various pieces of basic
information (sometimes called metadata) for every item in the system. This
information is displayed on a series of tabs on the item's Properties page. Certain
properties, such as Name and Created date, apply to every item in Content Server.
Other properties apply only to specific item types. For example, the Link tab
appears only on the Properties page of Shortcuts to a Compound Document.
In a multilingual deployment of Content Server, the Multilingual Metadata Editor

icon might appear on the Properties page's General tab, next to the Name and
Description fields. The Multilingual Metadata Editor allows you to assign multiple

4.11. Viewing and Modifying Item Properties
values in different languages to a single property. For more information, see

“Working with General Items” on page 38.
The Properties page for different types of Content Server items varies. The following
table describes the tabs that appear on the Properties page of an item.
Audit
Displays an audit trail, or log of events, for an item. Typical audit events
include: when the item was added, opened, or modified; the date of each action;
and the user who performed the action.
Categories
Lists the custom Categories that are applied to an item.
Collection Items Audit
Displays information regarding operations performed on collected items. You
can view information such as: the item event; status; name and path location;
date; and the name of the user who performed the operation. Events are
displayed in descending order by date. If the number of audit events exceeds the
default page size, you can navigate through the pages in the same way that you
navigate collected items. For more information on navigating through collected
items, see OpenText Content Server - Collections (LLESCL-UGD).
General
Displays basic parameters and information about an item, such as the date and
time that it was created, the date and time that it was last modified, the type and
size of the item, and who currently owns it. Other information on this tab
depends on the type of item.
Source Information, if present, provides information on the origins of an item.
For example, for an item that was originally created outside of Content Server,
the Created Source Information property indicates its actual creation date, not
the date it was added to Content Server.
Link
This tab appears only for a Shortcut that points to a Compound Document. It
shows which Release or Revision of the Compound Document the Shortcut
currently points to.
Presentation
Displays information about how a Workspace or container is displayed.
The Presentation tab of a Properties page for a Project is unique. For more
information, see OpenText Content Server - Projects (LLESPRJ-UGD).
Ratings
Displays information about how other users have rated a Document. For more
information, see OpenText Content Server - Recommendations and Ratings
(LLESREC-UGD).
References
Displays any Shortcuts or Generations that point to an item and information
about the Shortcut or Generation.

Releases
Displays all Releases and Revisions of a Compound Document. For each Release
and Revision, Content Server displays its name and number; the date and time it
was created; and the user who created it.
Specific
Displays information that is unique to the item's type. This tab is present for
items such as Documents, Compound Documents, Channels, Queries, URLs and
Projects.
The Specific tab of a Properties page for a Project is unique. For more
Statistics
Displays all the Topics and Replies that have been posted to a Discussion,
including: user names, number of Topics and Replies posted, total number
posted, and the date of the most recent posting.
Versions
Provides access to all Versions of an item stored in Content Server. For each
Version, Content Server displays such information as the Version number and
the name of the user who created it. If your Content Server system uses multiple
storage providers, this tab also shows where the file representing the Version is
physically stored. Each Version displays its own Functions icon which you can
use to work with a previous Version instead of the current one. For more
information, see “Properties Pages for Versions” on page 65.
4.11.1 Modifying Item Properties

If you have the required permissions, you can edit some of the information
presented on a Properties tab. In some cases, a function can be performed only from
an item's Properties page. These functions include:
• Updating the General tab to modify the Name and Description fields and
change how the Document appears in its container. For example, you can make a
Document appear in its container as Featured or Hidden. For more information,
see “Customizing Workspaces and Containers” on page 69.
• Updating the Presentation tab to display the News items in a Channel. For more
information, see OpenText Content Server - Notifications and News (LLESCHN-
UGD).
• Applying a Category to an item or edit an existing Category. For more
information, see OpenText Content Server - Categories and Attributes (LLESWAT-
UGD).
• Accessing a previous Version of the Document. For more information, see
OpenText Content Server - Documents and Text Documents (LLESWBD-UGD).
• Editing a Shortcut or viewing a list of all the Shortcuts to an item. For more
information, see “Working with General Items” on page 38.
• Editing a URL. For more information, see “Working with Shortcuts and URLs”
on page 52.

4.11. Viewing and Modifying Item Properties
• Editing a Prospector. For more information, see OpenText Content Server -

Prospectors (LLESPRO-UGD).
• Assigning a nickname to an item or copying or emailing nickname URLs. For
more information, see “Assigning Nicknames to Items” on page 66.
• Designating an item as a Best Bet when presenting search results. For more
information, see OpenText Content Server - Search (LLESWBB-UGD).
Tip: When you attempt to change a metadata value that appears on a tab of an
item’s Properties page, Content Server may advise you that Due to an edit
conflict, your changes could not be saved. This message indicates that another
user has just changed one or more values on the same Properties tab. For
example, another user may have renamed the document that you are also
trying to rename.
If you see this message, click Review the changes. Content Server will display
the Properties tab with its current values (including any values that the other
user has entered). You can then accept the current values or enter new ones.
Properties Pages for Versions

You can view any of the following Properties pages for a Version:
• General Version Properties page, which contains basic information about a

particular Version of an item.
• Specific Version Properties page, which provides detailed information about a
particular Version of an item.
• Categories Version Properties page, which displays the Categories and
Attribute settings associated with a particular Version.
• References Version Properties page, which lists any Shortcuts or Generations
that point to a particular Version.
4.11.2 To View Item Properties

To view the Properties page for an item:
• Click the item's Functions icon, choose Properties, and then choose one of the
tab names. The Properties page will open at that tab.
Tip: You can click any tab on the Properties page to view that tab's
information.

4.12 Assigning Nicknames to Items

A Nickname is a word or phrase assigned to all Content Server items. If you do not
specify a Nickname for an item, the item's Object ID is automatically assigned as the
Nickname. When you choose to specify a Nickname for any item, you can choose
one of three Nicknames provided by Content Server, or you can choose your own
alphanumeric word or phrase.
Nicknames can be used as search terms. When you search for an item by Nickname,
the Action list in the Search Bar only contains the Open and Properties items. For
more information, see OpenText Content Server - Search (LLESWBB-UGD).
When you add an item to Content Server, two short URLs are generated. These short
URLs, known as Short Links, link to the item.
The first Short Link references the Properties function for the item. Clicking the
Properties Short Link will open the General tab on the item's Properties page.
The second Short Link references the Open function for the item. Clicking the Open
Short Link will open the item.
You can copy a Short Link to your computer's clipboard or you can email a Short
Link.
When you email a Short Link, Content Server uses your system's email program to
generate an email message. This email message will contain the name of the item as
the Subject of the email, and the Short Link as the body of the email.
Note: No custom header or footer will be included in the email message. The
email message will only contain the item's name and Short Link.
4.12.1 To Assign a Nickname to an Item

To assign a nickname to an item:
1. On an item's Functions menu, click Properties, and then click General.

2. On the General tab of the Properties page, click Change in the Nickname area.
3. In the Change Nickname window, do one of the following:
• Enable one of the automatically generated nicknames.

• Enable the text box, and then type a nickname that consists of 40
alphanumeric characters or less.
Note: You cannot use the space character or any of the following
characters: . ! % ( ) – { } [ ] ; " \ ' < > ? , #
4. Click Save.
Tip: To restore the nickname to its default Item ID, click Restore to Default.

4.13. Managing Report Page Tabs
4.12.2 To E-mail or Copy a Nickname URL

To e-mail or copy a nickname URL:
1. Click any item's Functions icon, choose Properties, and then choose General.
2. On the General tab of the item's Properties page, in the Short Links field, click
one of the following from the list:
• E-mail the“Properties”short link

• E-mail the“Open”short link
• Copy the“Properties”short link
• Copy the“Open”short link
3. Click OK.
4. If you selected one of the email options above, an email message containing the
item's name and Short Link will be generated. Your email signature is not
included in the email message. In the email message window, type a recipient in
the To field. Add any other information you wish in the body of the email
before sending.
If you selected one of the copy options above, a dialog box appears indicating
that the short link has been copied to the clipboard. Click OK in that dialog box.
4.13 Managing Report Page Tabs

Many of the Personal and Project report pages can be divided into tabs. Tabs help
you organize your report pages so that you can easily find documents and other
work items that are important to you.
By default, report pages include a default tab, which cannot be removed. When
items are added to a report page, they automatically appear on the default tab. On
some report pages, you can only copy items from the default tab to another tab. For
example, on the Favorites report page, you can add Favorites to other tabs, but they
will still appear on the All tab.
On most report pages with tabs, you can add or remove tabs and set a new default
tab. When more than one tab exists on a report page, the default tab appears in front
of the other tabs. You can also move items to different tabs, and on some pages, you
can add items as Favorites. For more information about adding items as Favorites,
see “Managing Favorites” on page 56.
Note: If a report page allows you to modify tabs, the Configure Tabs
and the Edit/Organize buttons appear.

4.13.1 To Add a Tab

To add a tab to a Personal or Project report page:
1. Do one of the following on the Global Menu Bar:
• From the Personal menu, choose a report page.

• From the Project menu, click Reports.
2. On the <report_name> page, click the Configure Tabs button, .
3. Click the Add Tabs button, .
4. In the Tab <number> text field, type a name for the new tab.
5. Click the Default radio button next to the tab you want to appear first on the
report page.
6. Click Submit.
4.13.2 To Move an Item to a Different Tab

To move an item to a different tab:

• From the Project menu, choose a report.
2. On the <report_name> page, click the name of the tab where the item you want
to move is located, and then click the Edit/Organize button .
3. Next to the item you want to move, from its associated list, click the name of the
tab to which you want the item moved.
4. Click Submit.
4.13.3 To Set a Default Tab

To set a default tab:

2. On the <report_name> page, click the Configure Tabs button .

4.14. Customizing Workspaces and Containers
3. Click the Default radio button for the tab that you want to appear first on the
report page.
4. Click Submit.
4.13.4 To Remove a Tab

To remove a tab:

2. On the <report_name> page, click the Configure Tabs button .
3. If the tab is eligible to be removed from the report page, you can select the
Remove check box next to that tab.
4. Click Submit.
For information related to this procedure, see “Managing Report Page Tabs”
on page 67.
4.14 Customizing Workspaces and Containers

If you have the proper permissions, you can configure Workspaces and containers in
Content Server to make them more usable, informative, and recognizable to other
users. You can configure settings on a Workspace or container's Configure page or
on the Presentation tab of a Workspace or container's Properties page.
On the Configure page, you can:
• Specify a default browse view when the container is opened.
Note: The administrator has the ability to disable users from being able to
choose their own views in containers. If the administrator has disabled this
option, items will appear in the Detail View only.
• Designate certain items as Featured, so that they appear in a separate Featured
Items section above the other items on a page. Items that appear in the Featured
Items section are still listed in the other detail view along with the other non-
featured items in the container.
• Designate certain items as Hidden, so that you can hide certain items that you do
not want other users to access or that you do not need without having to delete
them.
• Delete items that you no longer need.
On the Presentation Properties tab, you can:

• Set the number of links to appear with a Featured Item that is a container or
Workspace.
• Add banner images.
• Enable a News Player. For more information, see OpenText Content Server -
Notifications and News (LLESCHN-UGD).
Note: The Presentation Properties page for a Project is unique. For more
You can also make advanced customizations by creating an Appearance or a

Custom View. For more information about Appearances, see OpenText Content
Server - Custom Views and Appearances (LLESAPP-UGD). For more information about
Custom Views, see OpenText Content Server - Custom Views and Appearances
(LLESAPP-UGD).
4.14.1 To Configure a Workspace or Container

To configure a Workspace or Container:
1. Click any Workspace or Container's Functions icon, and then choose

Configure.
2. You will now see each item in that Workspace or Container listed. For each of
these item(s) you can:
a. Optional In the Name field, type a new name for the item.
b. Select one of the following view options to determine how the item will
appear in the Workspace or Container:
• List
• Featured
• Hidden
• Delete
For more information about view options, see “Customizing Workspaces

and Containers” on page 69.
3. Click Update.
Tip: You can also configure each individual item from that item's Properties
page by selecting the General tab. You can change the name in the Name field,
and change the display options in the Display field.

4.15. Using Thumbnail Images
4.14.2 To Change Presentation Settings

To change the presentation settings for a Workspace or Container:
1. Click a Workspace or Container's Functions icon, choose Properties, and then

choose Presentation.
2. Optional In the # of Featured Sub-Items field, click a radio button to specify the
number of Featured Sub-Items that appear as links below a Featured Item.
3. Optional In the 1st Banner or 2nd Banner area, do the following:
a. In the Image field, to add or change a banner image, click the Browse
Content Server button. Navigate to an image, and then click that image's
Select link.
b. In the ALT Text field, to add a description for the image, type the
description.
c. In the Target URL, to link the image to a website, type the URL.
4. Click Update.
Note: The Presentation Properties page for a Project is unique. For more
4.15 Using Thumbnail Images

If enabled by your administrator, thumbnail images are displayed on the document
Overview and Search Results pages, and in Featured Items sections within
containers. Each thumbnail image displays the first page of a document. Thumbnail
images can help you to visually identify items when you browse or search for
documents.
Your administrator configures which document types display thumbnail images. By

default, thumbnail images are displayed for document formats such as Microsoft
Word, PowerPoint, Excel, and PDF, and image formats such as BMP, PNG, and
JPEG. For more information about the document types that display thumbnail
images in your environment, contact your administrator.
Thumbnail images are generated automatically after you add documents to Content
Server. When you add a document, Content Server automatically indexes the
document and creates a thumbnail image for the document during the indexing
process.
Note: After adding a document, you may need to wait a few minutes for the
document to be indexed and thumbnail image to appear. For more information
about the indexing process, contact your administrator.

Chapter 5
Understanding My Workspace
Every user has a personal work area called My Workspace. In addition, you can
access items and information relevant to you on your personal report pages.
5.1 Using My Workspace

The My Workspace is a location in Content Server over which you have complete
control. With the exception of the administrator, you are the only user with access to
your personal My Workspace. Other users cannot access it directly. However, you
can grant users permissions to access or view individual items in your My
Workspace. For more information about granting users access to items stored in
your My Workspace, see “Understanding Permissions” on page 22.
Note: If your administrator allows you to customize your My Workspace, you

can create a Custom View or an Appearance for it. For more information, see
OpenText Content Server - Custom Views and Appearances (LLESAPP-UGD) and
OpenText Content Server - Custom Views and Appearances (LLESAPP-UGD).
5.1.1 To Access My Workspace

To access My Workspace:
• On the Global Menu Bar, from the Personal menu, click My Workspace.
5.2 Viewing Personal Report Pages

You can view information specific to you on your personal report pages. Many of
the report pages are divided into tabs, which allow you to organize items based on
your own preferences. For more information about report page tabs, see “Managing
Report Page Tabs” on page 67.
The following table describes each personal report page.
Report Page Name This report page... For more information, see...
My Assignments Contains a complete list of See OpenText Content Server -
Tasks that are assigned to Tasks and Task Lists
you, including Project Tasks, (LLESTSK-UGD) and
OpenText Content Server -
, and Workflow Tasks, .
Workflows (LLESWFW-UGD).
My Collections Stores the collected shortcuts See OpenText Content Server -
to Content Server items. Collections (LLESCL-UGD).

Chapter 5 Understanding My Workspace
Discussions Lists all the Discussions that See OpenText Content Server -
you have been assigned the Discussions (LLESDIS-UGD).
See permission.
My Favorites Stores links to items that you See “Managing Favorites”
have added as Favorites. on page 56.
My Groups Lists every group of which See OpenText Content Server -
you are a member. Users and Groups (LLESWBU-
UGD).
My Profile Lists information associated See OpenText Content Server -
with your user account. If Users and Groups (LLESWBU-
you have the Edit Self UGD).
privilege for a tab, denoted
by the Edit icon, , you can
edit user information.
News Channels Lists all Channels that you See OpenText Content Server -
have been assigned the See Notifications and News
permission. (LLESCHN-UGD).
My Notification Reports Lists your personal See OpenText Content Server -
Notification reports and Notifications (LLESWBN-
provides options for UGD).
configuring them.
My Projects Lists all Projects and See OpenText Content Server -
Subprojects for which you Projects (LLESPRJ-UGD).
are a Participant.
My Prospectors Lists the Prospectors that you See OpenText Content Server -
have created. Prospectors (LLESPRO-UGD).
Recommendations Lists items that Content See OpenText Content Server -
Server determines are of Recommendations and Ratings
interest to you. (LLESREC-UGD).
My Reports Lists all LiveReports that you See OpenText Content Server -
can open, and all Search LiveReports (LLESREP-UGD)
Queries and Snapshots that and OpenText Content Server -
you have created, in your Search (LLESWBB-UGD).
Personal Workspace.
My Reserved Items Lists items that are currently See OpenText Content Server -
reserved by you or by one of Documents and Text
your groups. Documents (LLESWBD-UGD).
Task Lists Lists all Task Lists that you See OpenText Content Server -
have been assigned the See Tasks and Task Lists
permission. (LLESTSK-UGD).

5.2. Viewing Personal Report Pages
My Workflows Displays the Workflows and See OpenText Content Server -
Workflow Assignments that Workflows (LLESWFW-UGD).
you have been assigned the
See permission. This includes
those initiated from
particular Workflow Maps.
5.2.1 To View Personal Report Pages

To view personal report pages:
• On the Global Menu Bar, from the Personal menu, choose a report.

Content Server - Getting Started

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Content Server - Getting Started

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OpenText™ Content Server

This document is part of the Content Server User Online Help

Open Text Corporation

275 Frank Tompa Drive, Waterloo, Ontario, Canada, N2L 0A1

Copyright © 2020 Open Text. All Rights Reserved.

No Warranties and Limitation of Liability

2 Using Content Server Online Help ........................................... 7

3 Exploring Content Server ......................................................... 9

4 Quickstart Help ........................................................................ 31

5 Understanding My Workspace ............................................... 73

LLESRT210100-UGD-EN-01 OpenText™ Content Server iii

Content Server is a Web-based application for storing, sharing, and distributing

Content Server is designed to help you do the following:

• Organize documents and other work items in a central, permission-controlled

• “Using Content Server Online Help“ on page 7, which provides a basic

LLESRT210100-UGD-EN-01 OpenText™ Content Server 5

LLESRT210100-UGD-EN-01 OpenText™ Content Server 7

8 Get Started LLESRT210100-UGD-EN-01

3.1 Understanding Workspaces and Containers

LLESRT210100-UGD-EN-01 OpenText™ Content Server 9

The three primary Workspaces in Content Server are:

The Enterprise Workspace

10 Get Started LLESRT210100-UGD-EN-01

Enterprise Workspace, only a select number receive permission to add, delete, or

Note: Permissions control your access to everything in Content Server. For

The Project Workspace

Note: Workspaces and Containers are sometimes collectively referred to as

LLESRT210100-UGD-EN-01 OpenText™ Content Server 11

3.2 Understanding Items

Table 3-1: Container Items

Icon Name Description

12 Get Started LLESRT210100-UGD-EN-01

Icon Name Description

Table 3-2: Reference Items

Icon Name Description

LLESRT210100-UGD-EN-01 OpenText™ Content Server 13

Icon Name Description

Table 3-3: General Items

Icon Name Description

14 Get Started LLESRT210100-UGD-EN-01

Icon Name Description

Table 3-4: Template Items

Icon Name Description

LLESRT210100-UGD-EN-01 OpenText™ Content Server 15

3.3 Understanding Groups

The main purposes of creating users and groups are:

• To grant system privileges to users. System privileges include a user's ability to

3.4 Understanding the User Interface

Note: Because your administrator can modify the configuration of Content

Navigational User Interface Elements

16 Get Started LLESRT210100-UGD-EN-01

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18 Get Started LLESRT210100-UGD-EN-01

Functional User Interface Elements

• Hyperlinked Item Names

• Column Heading Links

LLESRT210100-UGD-EN-01 OpenText™ Content Server 19

20 Get Started LLESRT210100-UGD-EN-01

• Browse View Buttons

– The “Filter by name” text box and Submit Search button.

See OpenText Content Server - Documents and Text Documents (LLESWBD-UGD).

LLESRT210100-UGD-EN-01 OpenText™ Content Server 21