Documentation
Documentation

Defining tags

From the Staff site, go to RiSE > Tagging > Tags:

Do one of the following:

  • Click New to create a new tag. Enter a Tag Name. Define the tag’s Properties, Related Tags, and Access Settings.
  • Select an existing tag to edit the tag’s properties. Define the tag’s Properties, Related Tags, and Access Settings, if necessary.
  • Select an existing tag, and then click Delete to delete the tag.

When you create a child tag, it automatically copies the properties of the parent tag. Subsequent changes to the parent tag's properties do not affect the child tag.

You can reorganize the tag hierarchy by dragging and dropping tags into new positions. Drop tag A onto tag B to make A subordinate to B (A becomes a child of B, and B is the parent of A).

Troubleshooting
  • You must be a member of at least one content authority group.
  • Although no specific Document system permissions are required to define tags, the people who perform web content authoring must have Select Document system permissions on a tag to be able to assign that tag to a content record or content folder.
  • You must plan your tag hierarchy in a manner that accounts for the effect of implied relationships between parent and child tags in the hierarchy. A tag's position in the tag hierarchy creates an underlying relationship that is not specifically displayed in the Related Tags section: Parent tags are implicitly related to their children tags with a more broadly defines relationship, and children tags are implicitly related to their parent tag with a further defines relationship. This means that:
    • The pre-filtered result set of a basic or advanced search includes all published content records that are tagged with any descendant of the tag that is matched by the search keywords.
    • The pre-filtered result set of an advanced search includes all published content records that are tagged with any descendant of a tag that is specified in the configuration of the AdvancedSearch content item if the user selects that tag at runtime on the rendered page that contains the advanced search form.
    • The pre-filtered result set of a rendered ContentTaggedList content item also includes published content records that are tagged with any descendant of a tag that is specified in the configuration of the ContentTaggedList.
    • The content of the Items by Tag Report (in Continuum > Content reports) does not list published content records that are tagged with any descendant of each tag in the report.

📘 Note

Membership in the SysAdmin security role effectively grants the full set of Document system permissions and the full set of content authority group permissions (you are effectively a member of a MasterAdmin content authority group too). However, to participate in web content authoring workflow, even members of the SysAdmin role must be an explicitly-listed member of at least one content authority group.

Configuration options for tags

These fields control the properties of tags that are defined in the system.

From the Staff site, go to RiSE > Tagging > Tags.

Do one of the following:

  • Select a tag in the tag hierarchy.
  • Click New.
Tips
  • A tag's position in the tag hierarchy creates an underlying relationship that is not specifically displayed in the Related Tags section: Parent tags are implicitly related to their children tags with a more broadly defines relationship, and children tags are implicitly related to their parent tag with a further defines relationship. This means that:
    • The pre-filtered result set of a basic or advanced search includes all published content records that are tagged with any descendant of the tag that is matched by the search keywords.
    • The pre-filtered result set of an advanced search includes all published content records that are tagged with any descendant of a tag that is specified in the configuration of the AdvancedSearch content item if the user selects that tag at runtime on the rendered page that contains the advanced search form.
    • The pre-filtered result set of a rendered ContentTaggedList content item also includes published content records that are tagged with any descendant of a tag that is specified in the configuration of the ContentTaggedList.
    • The content of the Items by Tag Report (in Continuum > Content reports) does not list published content records that are tagged with any descendant of each tag in the report.
Tag Name

Specifies the tag name, which can comprise multiple words with spaces and even some special punctuation characters.

Tag Description

Specifies a description of the tag that is oriented to the people who perform web content authoring and website management. This text is not displayed anywhere except when editing the definition for a tag.

Aliases

Specifies a comma-delimited list of other terms that are synonymous with the Tag Name. If these alias terms are entered by the user in a basic or advanced search panel, all content tagged with the associated Tag Name will be listed in the search results, but with a lower relevancy than if the actual Tag Name had been used in a search.

Access Settings

Specifies the Document system permissions granted for this definition object to iMIS security roles, security groups, specific iMIS users, iMIS member types, or to all Full and Casual users based on their assigned authorization levels.

  • Use a preconfigured security set – Specifies a preconfigured security configuration to use for this definition object, which can be much simpler than using the Make this available to option to specify the permissions for definition objects. The specific permissions in the preconfigured security configuration are displayed (read-only) in the Make this available to area.

    • If you select a preconfigured security configuration and then switch to the Make this available to option, the permissions granted by the preconfigured security configuration are copied. This enables you to use a preconfigured security configuration as a starting point for defining custom permissions.

  • Make this available to – Lists the roles, groups, users, member types, or authorization levels that have been enabled to define or view rendered output from this object. This option enables you to specify custom permissions for the definition object if none of the preconfigured security configurations meets your needs. The SysAdmin, Content Administrator, and Everyone roles are default system-defined security roles that are assigned to every definition object. The SysAdmin role is assigned in the definition of an iMIS user record, but the Content Administrator role is automatically assigned to every iMIS user who is a member of a content authority group (CAG) that is designated as a Master Admin content authority group.

    • The permissions that can be assigned to each entry in the list are:

    • Full Control – Enables all of the following permissions.
    • Read – Enables users to see this object both in definition windows and as rendered output in websites, but they cannot change the object's definition.
    • Add – Enables users to create new objects, or to paste or import an object into the Document system.
    • Edit – Enables users to edit this object's definition, but not to delete the object.
    • Delete – Enables users to delete this object.
    • Select – Enables users to assign a tag to content folders and content records.
Related Tags
  • Automatically create reciprocal relationships – (Displayed when you click Add in the Related Tags section of the tag definition)

    • Creates an appropriate reciprocal version of the relationship type specified for this tag in the target related tag. For example, if you specify a more broadly defines relationship in the Choose a relationship type drop-down list for this tag, the target tag will have an explicit further defines relationship created that points back to this tag.

    If this checkbox is subsequently cleared on either side of a reciprocal relationship, the corresponding checkbox will automatically be cleared on the other side too.

  • Choose a relationship type – (Displayed when you click Add in the Related Tags section of the tag definition)

    • Specifies an explicit type of relationship from this tag to another tag.

    Explicit tag relationships currently affect only search results. If these related tags are entered by the user in a basic or advanced search panel, all content tagged with the associated Tag Name will be listed in the search results, but with a lower relevancy than if the actual Tag Name had been used in a search.

    Explicit tag relationships currently have no effect on the dynamically rendered list of content records from a ContentTaggedList content item, nor in the content of the Items by Tag Report (in Continuum > Content Reports).

    Explicit tag relationships are not transitive. If A is related to B, and B is related to C, there is no relationship between A and C. Neither are these relationships implicitly reciprocal. You must manually create the reciprocal relationship or select the Automatically create reciprocal relationships checkbox when defining an explicit relationship to other tags.

    📘 Note

    The specific type of relationship has no particular functionality. Future releases might make use of specific relationship types, but currently all types of explicit tag relationships yield the same search results as a term specified in the Tag Alias List field.