Sites Configurator

Sites Configurator
Configuring Cumulus Sites
The following sections describe how Cumulus Sites is configured via the various tabs of the Sites Configurator.
The Server Tab
This tab contains the information required by the Cumulus Server that serves the Cumulus Sites web application.
Use this tab to define:
Server Address – IP address or DNS resolvable name of the machine running the Cumulus Server. Required Value!
Write Access – If activated, Write Access is enabled (depending on the users’s specific permissions); if not activated, Write Access is disabled (regardless of a user’s permissions).
NOTE: If write access is enabled, a Cumulus Client license is required for every connected Sites user whether the users individual user permissions allow write access or not. However, even then it is possible to give certain users a read only access that costs no license by means of a Client Group. Just define an appropriate Client Group and activate the Force Read Only Catalog Access option for the respective user or role. For details, refer to the Cumulus Administrator Guide.
Login Mode – Drop-down list to select a login mode.
Require Login
Any website visitor must log in and therefore needs a Cumulus user account. Connecting to Sites opens a Welcome page with login prompt only.
Late Login
Website visitors are initially treated as guest users and can log in with their user name and password anytime later. Connecting to Sites opens the main page offering login possibility on top. A Cumulus user account and password must be specified for the guest user (see below).
Guest User for Late Login – Drop-down list to select the Cumulus user used for web visitors that are not logged in.
If left empty, the default Cumulus Guest user account is used.
Guest Password for Late Login– The password for the Guest User account. Leave empty, if no password is required for the Guest User account.
NOTE: All Passwords are stored encrypted!
Direct URL User – Drop-down list to select the (technical) user that is used to login to the Cumulus Server, when a direct URL is opened.
Direct URL Password – The password for the Direct URL User account. Leave empty, if no password is required for the Direct URL User account
Admin User – Drop-down list to select the (technical) user that resets passwords and creates user accounts. As this user must perform administrative tasks, appropriate permissions are required for this user:
This user also is the one whose settings are employed for the landing page of the Send Collection Links (PIN) therefore this user should have access to all catalogs configured for Web Access and to all shared collections.
TIP: Employ Live Filtering
You can apply Live Filtering for this user in order to increase security, thus preventing anybody to send Collection Links that provide access to more files than you actually want anyone externally to see.
Admin Password – The password for the Admin User account. Leave empty, if no password is required for the Admin User account.
NOTE: Direct URL User, Admin User and, if desired, Guest User, must be created via the Cumulus User Administration and must have appropriate permissions.
List of catalogs to be available for Sites users. Only the catalogs specified in this section will be displayed with Sites.
In order to be available in Sites, a catalog must be opened by the Cumulus Server and Web Access must be allowed in its Catalog Settings.
NOTE: In order to fully benefit of the capabilities of Sites’s (e.g., file upload or send upload link), catalogs must be configured to use a Central Asset Location. See the Cumulus Administrator Guide for more information.!
Catalog Name – Name of the Cumulus catalog.
Root Category – Name of the category to be displayed as the topmost level. Sites will only show records being assigned to that category or below.
If no root category is specified, the whole category tree is displayed.
TIP: Category hierarchy especially for Sites
You can create a simple category hierarchy especially for Sites (making use of related categories) and define its topmost category as entry level for Sites.
Edit – Opens a window to specify the root category for the selected catalog.
Add – Opens a window with a drop-down list to select a catalog to be added to Sites.
The Layout Tab
This tab contains different sections for the definitions of layout options for Sites.
Use this tab to configure the appearance and functionality of Sites
Record View Set
This section is for specifying Record View Set options.
Default Record View Set – Drop-down list to select the shared Record View Set to be used as default
Additionally, you can assign specific Record View Sets to individual users or roles.
Click Add to select a user or role and assign a Record View Set. The user or role is displayed in the User/Role list, together with the assigned View Set. You can modify such users or roles and remove them from the list using the according buttons.
Category View Set
This section is for specifying Category View Set options.
Default Category View Set – Drop-down list to select the shared Category View Set to be used as default
Additionally, you can assign specific Category View Sets to individual users or roles.
Click Add to select a user or role and assign a Record View Set. The user or role is displayed in the User/Role list, together with the assigned View Set. You can modify such users or roles and remove them from the list using the according buttons.
Design
This section is for specifying several options that influence the appearance of Sites.
Available Themes
Drop-down list to select a theme to used by Sites as default.
Show Theme Switcher
Activate or deactivate the checkbox to show or hide the theme switcher. which allows Sites users to select a different theme from the list of available themes.
Slider Settings
Settings defining the initial size of thumbnails, as well as the minimum and the maximum size they can be adjusted to via the slider.
You can specify the width of the categories and filter column displayed on the left side of the Sites window. Furthermore, you can specify whether the category tree and the filter tree are displayed at all, and whether or not they are initially collapsed.
Info Window
This section is for adapting the appearance and functionality of the Information window.
Enable – If this checkbox is not activated, the Info window is not available to the Sites user and the corresponding icon is not displayed.
Left section width (pixel) – Specify the width of the left section of the Info window in pixel.
Additionally, you can define the Field name column width: either activate Fixed and specify the desired width in pixel, or select Adapts to the longest field name to adapt the width automatically.
NOTE: Field names are displayed only if the currently selected Record View Set contains separators. If the Record View Set does not contain separators, the Field name column width settings are ignored.
For details on how to add separators to a view, refer to the Cumulus Client User guide.
Right section width (pixel) – Specify the width of the right section of the Info window in pixel.
Thumbnail size (pixel) – Specify the size of the thumbnail that is displayed in the Info window in pixel.
You can specify the width of the right and the left part of the Info window and the size of the thumbnail (in pixel).
Display Social Network Icons – If activated, icons providing links to social networks are displayed, allowing the user to share the record with selected social networks.
Related files – If activated, the related files list is displayed in the info window
Find similar files – If activated, a clickable list of all categories the file is assigned to is displayed.
If Show as tag cloud is activated additionally, these categories are displayed as tag cloud.
Enable annotations – If activated, the annotation section is displayed.
If Collapse annotations is activated additionally, the annotation section is collapsed initially.
NOTE: Whether annotations are actually displayed or not depends on the permissions of the user.
Enable tooltips – If activated, a tooltip with further information is displayed when the mouse pointer rests on the thumbnail. You can define the size (in pixel) and the type of the tooltip (zoom, one column layout, or two column layout with thumbnail on the left side).
Preview Window
This section is for adapting the appearance and functionality of the Preview window.
Enable – If this checkbox is not activated, the Preview window is not available to the Sites user and the corresponding icon is not displayed.
You can specify the size of the preview image (in pixel).
Enable annotations – If activated, the annotation icon and the annotation section are displayed.
If Collapse annotations is activated additionally, the annotation section is initially not visible.
Enable discussion – If activated, the discussion icon and the discussion section are displayed.
If Collapse discussions is activated additionally, the discussion section is initially not visible.
Thumbnail View
This section is for adapting the appearance and functionality of the Thumbnail view.
Enable – If this checkbox is not activated, the Thumbnail view is not available to the Sites user and the corresponding icon is not displayed.
If thumbnail is clicked – Drop-down list to select what happens when the user clicks a thumbnail: either the Preview window is displayed, or the Information window, or nothing at all.
Enable tooltips – if activated, a tooltip with further information is displayed when the mouse pointer rests on the thumbnail. You can define the size (in pixel) and the type of the tooltip (zoom, one column layout, or two column layout with thumbnail on the left side).
Report View
This section is for adapting the appearance and functionality of the Report view.
Enable – If this checkbox is not activated, the Report view is not available to the Sites user and the corresponding icon is not displayed.
If thumbnail is clicked – Drop-down list to select what happens when the user clicks a thumbnail: either the Preview window is displayed, or the Information window, or nothing at all.
Enable tooltips – if activated, a tooltip with further information is displayed when the mouse pointer rests on the thumbnail. You can define the size (in pixel) and the type of the tooltip (zoom, one column layout, or two column layout with thumbnail on the left side).
Collection Basket
This section is for adapting the appearance and functionality of the Collection Basket.
Enable Add Page to Basket – If activated, all records displayed on the current page can be added to the collection basket at once.
Enable Add Collection to Basket – If activated, all records in the current collection can be added to the collection basket at once.
NOTE: This can result in a very large collection basket.
Enable Send Collection Link – If activated, the Send Collection Link function is enabled.
Enable Show Base URL Chooser– If activated, the Sites user can choose a base URL.
Enable All Options – If activated, all possible permissions are granted to the recipient by default; the Sites user can deactivate each of these permissions before sending. If deactivated, no permission is granted to the recipient by default; the Sites user must decide which permission(s) to be granted before sending the link.
Enable Custom From Address – If activated, you can specify a from address to be used with a sent Collection Link, or enable the Sites users to specify a from address themselves. – If not activated, the email address of the respective Sites user is used by default.
Editable – If activated, the Sites users may specify a from address themselves.
Default From Address – Specify the from address to be used instead of the email address of the respective user, e.g. your company’s email address.
Upload Collection
This section is for enabling the Send Upload Link feature and adapting its functionality.
NOTE: Upload links can only be sent if the respective catalog is configured to use a Central Asset Location!
Enable Send Upload Collection Link – If activated, the Sites user can send links to anybody, allowing the recipients to upload files to Cumulus. .
Enable Show Base URL Chooser– If activated, the Sites user can choose a different base URL.
Enable Custom From Address – If activated, you can specify a from address to be used with a sent Upload Link, or enable the Sites users to specify a from address themselves. – If not activated, the email address of the respective Sites user is used by default.
Editable – If activated, the Sites users may specify a from address themselves.
Default From Address – Specify the from address to be used instead of the email address of the respective user, e.g. your company’s email address.
The Language Tab
This tab contains options for language settings in Sites.
Use this tab to configure:
Initial Language – Drop-down list to select the (initial) language for Sites: either according to the settings of the browser, or select a specific language.
Show language Switcher – If activated, the sites user can choose a different language using the language switcher icon.
The list displays all languages the Sites user is allowed to select from. You can add more languages if desired; you can remove languages and modify the settings of any listed language using the according buttons.
Modifying a language comprises changing the icon which represents the language in the language switcher, as well as specifying general and role/user specific Record View Sets and Category View Sets to be used with that language.
 
The Account Management Tab
This tab contains options for the creation of new (Cumulus) users via Sites.
Use this tab to configure:
Allow creation of new user accounts – If activated, new users can sign up for using Sites. A Create Account button will be displayed.
Template account for new users – Drop-down list to select a template account to be used for new users.
TIP:  
When preparing this template user account with the User Manager, you may want to consider setting the login to not active so that any newly requested account must be activated manually. Furthermore, it might be a good idea to mark user accounts that were created via Sites, e.g. by keeping a note in the Description field of the template user.
Notify about new user accounts – Email address of the user/administrator to be informed of users added via Sites account requests
The list contains all fields a web visitor is offered to fill in when requesting a user account. If the respective checkbox is activated, the field is mandatory. You can add more fields to or remove fields from the table using the according buttons.
Reset Password – If activated, the user can reset his/her password. A Reset Password button will be displayed to the Sites user.
Mail sender for reset password – The email address used for answering password reset requests.
The Sort, Search & Filter Tab
This tab contains different sections for the configuration of sort, search and filter options in Sites.
Sorting
This section is for specifying sorting options.
Initial Sorting – If activated, records displayed in Sites are initially sorted.
Sorting – Drop-down list to select a sorting criterion
Direction – Drop-down list to select the sorting order
Configured Sorting fields – List of record fields available as sorting criteria for the main collection and the collection basket.
You can add more fields to, or remove fields from the list using the according buttons.
Only fields that are activated for sorting in the Catalog Settings are offered here.
Searching
This section is for specifying searching options.
Configured Searching Fields – List of record fields available for advanced search. These fields are displayed if the Sites user clicks on the plus sign under Filter Conditions.
You can add more fields to, or remove fields from the list using the according buttons.
Only fields that are activated for searching in the Catalog Settings are offered here.
Filtering
This section is for specifying filtering options.
Only Show Records for Master Assets – if activated, records for contained or referenced assets are not displayed.
Configured Filtering Fields – List of record fields available as filter bar entries in Sites with their existing values displayed.
You can add more fields to, or remove fields from the list using the according buttons.
NOTE: Employing filters influences the performance. The more filters are employed, the more load for the Cumulus Server.
 
The Download & Print Tab
This tab contains sections for the selection of Asset Actions and Print Templates available when items are downloaded from Sites.
Asset Actions
This section is for specifying asset action options.
The list displays asset actions that can be applied when assets are downloaded by Sites user.
If the list is empty, all actions available to a user can be applied when downloading assets via Sites. If you add asset actions to this list, the user can only select from these asset actions.
You can add asset actions to, or remove from the list, and you can modify asset actions. See below.
Print Templates
This section is for specifying print template options.
The list displays print templates that ca be applied when PDFs are created for download.
If the list is empty, all print templates available to a user can be applied. If you add print templates to this list, the user can only select from these print templates.
You can add print templates to, or remove from the list, and you can modify print templates. See below.
 
NOTE: The following applies to both sections, Asset Actions and Print Templates:
With asset actions or print templates, the following properties can be specified:
Icon – Icon to be displayed for the action or template – only if this action/print template is one of the first four available for a user (only first four are denoted by icons).
Display Name Key – There are several ways to provide a display name for an Asset Action/Print Template:
If you enter a key that is included in the sitescustomer.properties file, the according text will be displayed – if provided, in the selected browser language or the default language
Description Key – There are several ways to provide a description for an Asset Action/Print Template:
If you enter a key that is included in the sitescustomer.properties file, the according text will be displayed – if provided, in the selected browser language or the default language.
The Servlet Tab
This tab contains different sections for the configuration of the servlets which execute pre-transfer asset actions. These pre-transfer actions are performed on thumbnails, assets and previews before they are published to the web. Pre-transfer actions allow you for example to have image assets (or their previews or thumbnails) watermarked or converted to gray scale images before they are transferred to the users web browser.
If an error occurs while performing one of the actions, a Cumulus logo image will be transferred instead of the respective asset, preview or thumbnail.
Thumbnail Servlet
This section is for specifying options for the Thumbnail Servlet.
Default Pre-Transfer Asset Action – Drop-down list to select an action to be performed on the thumbnail of an asset before the thumbnail is transferred to the user’s web browser.
Asset Actions to be processed before items are published to the web – List of actions to be performed for users with specific permissions before the thumbnail is transferred.
Click Add to select a permission and the asset action to be performed for all users with the respective permission. The names of the permission and the selected asset action are added to the list. You can modify and remove previously added permissions using the according buttons.
Direct URL max. size (pixel) – Maximum size allowed for thumbnail display via URL. For security reasons specify the maximum value required by your users’ needs.
Asset Servlet
This section is for specifying options for the Asset Servlet.
Default Pre-Transfer Asset Action – Drop-down list to select an action to be performed on an asset before it is transferred to the user’s web browser.
Asset Actions to be processed before items are published to the web – List of actions to be performed for users with specific permissions before the asset is transferred.
Click Add to select a permission and the asset action to be performed for all users with the respective permission. The names of the permission and the selected asset action are added to the list. You can modify and remove previously added permissions using the according buttons.
Preview Servlet
This section is for specifying options for the Preview Servlet.
Default Pre-Transfer Asset Action – Drop-down list to select an action to be performed on the preview of an asset before the preview is transferred to the user’s web browser.
Asset Actions to be processed before items are published to the web – List of actions to be performed for users with specific permissions before the preview is transferred.
Click Add to select a permission and the asset action to be performed for all users with the respective permission. The names of the permission and the selected asset action are added to the list. You can modify and remove previously added permissions using the according buttons.
Use Thumbnail – If activated, thumbnails are displayed when previews are requested and all settings for preview caching are ignored. This option is most useful when catalogs are configured to capture high-resolution thumbnails when cataloging assets or updating records. It is also helpful when previews are requested for file formats for which Sites is unable to generate previews, such as InDesign and PowerPoint files.
Use Preview – If activated, previews (i.e. JPEG images) are displayed which can be cached to improve performance.
Use cache – If activated, the previews are cached according to the following settings:
QualityThe image quality of the cached preview images, where 1 denotes the lowest quality (smaller file size) and 10 the highest (larger file size). Default value is 8 which provides the best compromise between quality and file size.
Imagesize (pixel) – The size of the bounding box (in pixel) for the previews stored in the cache. The default value is 2048 pixels. The aspect ratio of images is always maintained.
NOTE: The size in which the cached preview image is displayed depends on the size defined for the bounding box as well as on the size defined by the logged-in user’s preference settings for Preview View. Always the smaller of both values is taken.
Max. entries – Maximum number of preview images permitted in the cache folder (default: 100). When this number is reached, the cached preview image not accessed for the longest amount of time is replaced with each new preview request. If set to 0, the number of entries is unlimited.
Max size on disk (MB) – Maximum hard disk space (MB) available to the cache folder (default: 200 MB). When this value is reached, the cached preview image not accessed for the longest amount of time is replaced with each new preview request. If set to 0, the amount of hard disk space that can be used by the cache is unlimited.
You can loosely estimate the disc space required for your cache folder by multiplying your maximum count value by the file size of a typical asset preview from your catalogs, stored at your chosen quality setting, at the size of your bounding box.
Cache directory – Path to the directory to be used for caching
NOTE: You can either define the amount of entries or the available hard disk space, or you can define both. If both are defined, the limit reached first will initiate replacing the entry not accessed for the longest amount of time with a new one.
Stopping and restarting the web application or the web application server does not empty the cache!
Direct URL max. size (pixel) – Maximum size allowed for preview display via URL. For security reasons specify the maximum value required by your users’ needs.
 
The Customizations Tab
This tab contains the customizations available with your Sites installation. To use a customization, you must activate the respective check box.
NOTE: Keep in mind that the customizations listed here are not Cumulus Sites standard functions. Though they are tested and work well in Sites 8.6, Canto can not guarantee that they will be supported in future releases.
Keep also in mind that some of these customizations need additional preconditions to be fulfilled. For example, if you want to offer a terms & conditions page, or custom category landing pages, you have to prepare such pages in advance.
The History Tab
This tab displays a list of former versions of the Sites configuration. A new entry is added each time you save changes made with the Sites Configurator. While saving, you can add a description of your changes which might be helpful in order to keep track of them. You can load an old configuration and make it current again, and you can delete old configurations.