Table of Contents
User Guide
Administration
Administration Overview
The Administration interface manages administrative settings.
Adding a New User
Create an account for a user using their email address and set their permissions in easyDITA.  
Configuring Collections
Use the Collections interface in the Dashboard to configure a collection.
Configuring Metadata
Use the Metadata section of the Dashboard to configure user-defined metadata.
Configuring Taxonomy
Use the Taxonomy section of the Dashboard to configure taxonomy and create taxonomy terms. You'll use this custom taxonomy to configure your metadata.
Administration Overview

The Administration interface manages administrative settings.
Note:You must have an administrator account to access the Administration interface.

The Administration interface enables you to manage users and plugins. You can also configure your metadata, collections, and taxonomy here.

Matadata, Collections, and Taxonomy

You can use these sections to configure how you organize and classify files. For more information, see Metadata and Collections.

Users

You can use the Users section to manage users.

Plugins

You can use the Plugins section to manage plugins for publishing.
Adding a New User

Create an account for a user using their email address and set their permissions in easyDITA.  
Out of the box, usernames are created using an email address. Ensure you have the user’s email address ready to add them as a user.
Note:You must be an administrator to perform this action.
You’re in the Dashboard interface and want to add a new user. 
  1. Click Users.

    Expected Result
    The Users section displays.
  2. Click Add User.

    Expected Result
    The Add New User screen displays.
  3. Complete the following fields:

    1. In the Username field, enter the user’s email.
    2. In the First Name field, enter the user’s first name.
    3. In the Last Name field, enter the user’s last name.
    4. In the Role drop-down menu, select the user’s role.

      Step Information
      • To allow access to everything, select Administrator. Administrators can access the Administration interface to configure users, metadata, collections, taxonomy, and plugins.
      • To allow access to create and edit, select Editor/Manager or Author. Out of the box, Editors/Managers and Authors have similar access. However, these roles can be configured to limit some access. We recommend you select Author for general content developers.
      • To only allow access to review documents, select Reviewer.
  4. Check the Pick password for me option.

    Step Information
    We recommend enabling easyDITA to automatically set a password for the user.
  5. Check Send user notification email.

    Step Information
    We recommend enabling easyDITA to automatically email the user their credentials.
  6. Under User Privileges, only check the options that apply to the user Everywhere:

    Step Information
    If you are new to easyDITA, we recommend not checking any options.
  7. Click Save.
You’ve added a new user with the selected privileges to easyDITA. An email with their credentials and a link to your instance of easyDITA is sent to them.  
Configuring Collections

Use the Collections interface in the Dashboard to configure a collection.
You’re in the Dashboard interface and want to configure a collection.

Note:You must have an administrator account to access the Administration interface.
  1. Click Collections.

    Expected Result
    The Collections interface displays.
  2. In the Collections pane, right-click an existing collection.

    Expected Result
    A context menu displays.
  3. Do one of the following:

    1. To insert a new collection term below the selected collection, click Create Term Below.
    2. To insert a child collection term below the selected collection, click Create Narrower Term.
    Expected Result
    A new term is created and named “Unnamed X”.
  4. Enter a collection Label and Name.
  5. Click Save.
  6. Create additional taxonomy terms.
  7. Click Save all changes.
A collection and its terms are created.
Configuring Metadata

Use the Metadata section of the Dashboard to configure user-defined metadata.
You have taxonomy configured. To learn more, see Configuring Taxonomy.
You’re in the Dashboard interface and want to configure metadata.

Note:You must have an administrator account to access the Administration interface.
  1. Click Metadata.

    Expected Result
    The Metadata interface displays.
  2. In the Category Name field, enter a name for the category.

    Step Information
  3. Click Add Category.

    Expected Result
    A Category section is added.
  4. Complete the following fields:

    1. Enter a Label.
    2. Enter a Name.
    3. Select a Type.
    4. Select a Value.
  5. (Optional) To enable search filtering using metadata, check Search facet. Filters TabContent Manager
  6. (Optional) To enable the metadata so you can assign it to files, check Enabled. Properties TabResource Viewer
  7. Click Save Changes.
A user-defined metadata value is configured.
Configuring Taxonomy

Use the Taxonomy section of the Dashboard to configure taxonomy and create taxonomy terms. You’ll use this custom taxonomy to configure your metadata.
You’re in the Dashboard interface and want to configure taxonomy.

Note:You must have an administrator account to access the Administration interface.
  1. Click Taxonomy.

    Expected Result
    The Taxonomy interface displays.
  2. Click New Taxonomy.

    Expected Result
    The New Taxonomy window displays.
  3. Enter a Label and Name.
  4. Click Save.

    Expected Result
    A taxonomy is created.
  5. Select the taxonomy.

    Expected Result
    The Edit Taxonomy screen displays.
  6. Click Unnamed 1 to modify the taxonomy term.

    Expected Result
    The Label and Name fields for Unnamed 1 display.
  7. Enter a new Label and Name for the taxonomy term.
  8. Click Save.
  9. To create more taxonomy terms, do any of the following:

    1. To insert a new taxonomy term below the selected term, click Create Term Below.
    2. To insert a child term below the selected term, click Create Narrower Term.
    Expected Result
    A new term is created and named “Unnamed 2”.
  10. Enter a Label and Name for the taxonomy term.
  11. Click Save.
  12. Create additional taxonomy terms.
  13. Click Save all changes.
A taxonomy and its terms are created. You’re ready to start Configuring Metadata.