Hierarchies

Hierarchies specify what the Published content displays.

Import a hierarchy

You can import an existing hierarchy. If you have already an existing hierarchy, the imported hierarchy overwrites the existing one. We recommend that you backup your existing configuration before you import a configuration in case that the imported configuration does not meet your expectations.

Prerequisite

  • You have the Configuration administrator function privilege.

  • You have created a set of content types.

Procedure

  1. Open content types page.

    You can open the Conventions page to edit or create content type sets.

    Prerequisite

    You have the Configuration administrator function privilege.

    Procedure

    1. Click Application launcher Application launcher > Administration Administration. The Configuration Configuration view is shown.

    2. Click Conventions.

    3. Click Content types.

    The list of content type sets is displayed. If you have not created any content type set, the Default set is displayed.

  2. Click the content type set you want to edit.

    You cannot import a hierarchy of an active content type set. You must deactivate the content type set first. To do so, click Manage sets and in the row of the relevant set, click Active Active. The content type set is deactivated.

  3. Click the content type set for which you want to import a hierarchy.

  4. Click Hierarchies.

  5. You can only import a hierarchy if no hierarchy is selected. Click Import from configuration or modification set.

You have imported a hierarchy.

Copy a hierarchy

You can copy an existing hierarchy.

Prerequisite

  • You have the Configuration administrator function privilege.

  • You have created a set of content types.

Procedure

  1. Open content types page.

    You can open the Conventions page to edit or create content type sets.

    Prerequisite

    You have the Configuration administrator function privilege.

    Procedure

    1. Click Application launcher Application launcher > Administration Administration. The Configuration Configuration view is shown.

    2. Click Conventions.

    3. Click Content types.

    The list of content type sets is displayed. If you have not created any content type set, the Default set is displayed.

  2. Click the content type set for which you want to copy a hierarchy.

  3. Click Hierarchies.

  4. Select the hierarchy you want to copy.

  5. Click Duplicate Duplicate.

You have copied a hierarchy.

Create a hierarchy

You can create a new hierarchy.

Prerequisite

  • You have the Configuration administrator function privilege.

  • You have created a set of content types.

Procedure

  1. Open content types page.

    You can open the Conventions page to edit or create content type sets.

    Prerequisite

    You have the Configuration administrator function privilege.

    Procedure

    1. Click Application launcher Application launcher > Administration Administration. The Configuration Configuration view is shown.

    2. Click Conventions.

    3. Click Content types.

    The list of content type sets is displayed. If you have not created any content type set, the Default set is displayed.

  2. Click the content type set for which you want to copy a hierarchy.

  3. Click Hierarchies.

  4. Click Add Create new hierarchy.

You have created a hierarchy.

Example

The following image displays the definition of a process hierarchy.

Hierarchy definition

The following image shows, what the Published content on the Processes tab will display for the Processes hierarchy.

Processes hierarchy

Display and edit hierarchy details

You can display the hierarchy details.

Prerequisite

  • You have the Configuration administrator function privilege.

  • You have created a set of content types.

Procedure

  1. Open content types page.

    You can open the Conventions page to edit or create content type sets.

    Prerequisite

    You have the Configuration administrator function privilege.

    Procedure

    1. Click Application launcher Application launcher > Administration Administration. The Configuration Configuration view is shown.

    2. Click Conventions.

    3. Click Content types.

    The list of content type sets is displayed. If you have not created any content type set, the Default set is displayed.

  2. Click the content type set for which you want to copy a hierarchy.

  3. Click Hierarchies.

  4. Select the hierarchy for which you want to display the details.

  5. Click Show details Details. The dialog opens.

The hierarchy details are displayed. The hierarchy identifier and name are displayed. You can edit the name in multiple languages and the identifier, if needed.

Activate a hierarchy

You can activate an existing hierarchy.

Prerequisite

  • You have the Configuration administrator function privilege.

  • You have created a set of content types.

Procedure

  1. Open content types page.

    You can open the Conventions page to edit or create content type sets.

    Prerequisite

    You have the Configuration administrator function privilege.

    Procedure

    1. Click Application launcher Application launcher > Administration Administration. The Configuration Configuration view is shown.

    2. Click Conventions.

    3. Click Content types.

    The list of content type sets is displayed. If you have not created any content type set, the Default set is displayed.

  2. Click the content type set for which you want to copy a hierarchy.

  3. Click Hierarchies.

  4. Select the hierarchy you want to activate.

  5. Click Activate Activate.

You have activated a hierarchy. Only active hierarchies are displayed on the Published content page.

Deactivate a hierarchy

You can deactivate an existing hierarchy.

Prerequisite

  • You have the Configuration administrator function privilege.

  • You have created a set of content types.

Procedure

  1. Open content types page.

    You can open the Conventions page to edit or create content type sets.

    Prerequisite

    You have the Configuration administrator function privilege.

    Procedure

    1. Click Application launcher Application launcher > Administration Administration. The Configuration Configuration view is shown.

    2. Click Conventions.

    3. Click Content types.

    The list of content type sets is displayed. If you have not created any content type set, the Default set is displayed.

  2. Click the content type set for which you want to copy a hierarchy.

  3. Click Hierarchies.

  4. Select the hierarchy you want to deactivate.

  5. Click Deactivate Deactivate.

You have deactivated a hierarchy.

Add hierarchy root

You can add hierarchy root. This is required.

Prerequisite

  • You have the Configuration administrator function privilege.

  • You have created a set of content types.

Procedure

  1. Open content types page.

    You can open the Conventions page to edit or create content type sets.

    Prerequisite

    You have the Configuration administrator function privilege.

    Procedure

    1. Click Application launcher Application launcher > Administration Administration. The Configuration Configuration view is shown.

    2. Click Conventions.

    3. Click Content types.

    The list of content type sets is displayed. If you have not created any content type set, the Default set is displayed.

  2. Click the content type set for which you want to specify a hierarchy root.

  3. Click Hierarchies.

  4. Click the hierarchy item to which you want to add a hierarchy root.

  5. Click Create hierarchy root. The dialog opens.

  6. Specify the settings. Specify the root content type and a corresponding property leading to the same content type for root item retrieval.
    Information Information contains information regarding the optional parent property.

You have added a hierarchy root to the hierarchy.

Display and edit root details

You can display the root item details.

Prerequisite

  • You have the Configuration administrator function privilege.

  • You have created a set of content types.

Procedure

  1. Open content types page.

    You can open the Conventions page to edit or create content type sets.

    Prerequisite

    You have the Configuration administrator function privilege.

    Procedure

    1. Click Application launcher Application launcher > Administration Administration. The Configuration Configuration view is shown.

    2. Click Conventions.

    3. Click Content types.

    The list of content type sets is displayed. If you have not created any content type set, the Default set is displayed.

  2. Click the content type set for which you want to copy a hierarchy.

  3. Click Hierarchies.

  4. Select the hierarchy for which you want to display the root details.

  5. In the row of the root item, click Show details Details. The dialog opens.

The root item details are displayed. The root content type and a corresponding property leading to the same content type for root item retrieval are displayed.

Define start elements

You can define start elements. This is not required. Start elements are, for example, a specific model or group in a database. You can, for example, define several start elements if you use several databases.

Prerequisite

  • You have the Configuration administrator function privilege.

  • You have created a set of content types.

Procedure

  1. Open content types page.

    You can open the Conventions page to edit or create content type sets.

    Prerequisite

    You have the Configuration administrator function privilege.

    Procedure

    1. Click Application launcher Application launcher > Administration Administration. The Configuration Configuration view is shown.

    2. Click Conventions.

    3. Click Content types.

    The list of content type sets is displayed. If you have not created any content type set, the Default set is displayed.

  2. Click the content type set for which you want to copy a hierarchy.

  3. Click Hierarchies.

  4. Click the relevant hierarchy.

  5. Click Define start elements. The dialog opens.

  6. Click Add Add.

  7. Enter the GUID of the start element. To find the GUID, do the following.

    1. Click Application launcher Application launcher > Models and objects Models and objects.

    2. If you have more than one database, select the relevant database.

    3. In the row of the group or model, click More More.

    4. Select Technical information Technical information. The dialog opens.

    5. Copy the GUID. You can paste the GUID to the relevant field.

  8. Click Confirm Confirm.

  9. Specify whether the hierarchy should be displayed in case the start element is not accessible in the database.

  10. Click Save.

You have defined a start element for the hierarchy.

Tip

You find more information about the elements when you click Information Information.

Add a hierarchy child item to a hierarchy

You can add hierarchy child items to a hierarchy. Hierarchy children are displayed in the hierarchy tree.

Here you select a property. Then the hierarchy-creating property and the result hierarchy elements (content types) are added. If you do not want some of the automatically inserted result content types to be part of the hierarchy tree, you can delete them later. You can add them again later by editing the properties of the hierarchy item property.

Prerequisite

  • You have the Configuration administrator function privilege.

  • You have created a set of content types.

Procedure

  1. Open content types page.

    You can open the Conventions page to edit or create content type sets.

    Prerequisite

    You have the Configuration administrator function privilege.

    Procedure

    1. Click Application launcher Application launcher > Administration Administration. The Configuration Configuration view is shown.

    2. Click Conventions.

    3. Click Content types.

    The list of content type sets is displayed. If you have not created any content type set, the Default set is displayed.

  2. Click the content type set for which you want to copy a hierarchy.

  3. Click Hierarchies.

  4. Click the hierarchy item to which you want to add a child item.

  5. Click Add hierarchy child Add hierarchy child. The dialog opens.

  6. Specify the settings.

You have added a hierarchy child to the hierarchy item.

Display and edit hierarchy item details

You can display the hierarchy child details.

Prerequisite

  • You have the Configuration administrator function privilege.

  • You have created a set of content types.

Procedure

  1. Open content types page.

    You can open the Conventions page to edit or create content type sets.

    Prerequisite

    You have the Configuration administrator function privilege.

    Procedure

    1. Click Application launcher Application launcher > Administration Administration. The Configuration Configuration view is shown.

    2. Click Conventions.

    3. Click Content types.

    The list of content type sets is displayed. If you have not created any content type set, the Default set is displayed.

  2. Click the content type set for which you want to copy a hierarchy.

  3. Click Hierarchies.

  4. Select the hierarchy for which you want to display the root details.

  5. In the row of the hierarchy child item, click Show details Details. The dialog opens.

The hierarchy child details are displayed. You can can select a property. Then the hierarchy-creating property and the result hierarchy elements (content types) are added. If you do not want some of the automatically inserted result content types to be part of the hierarchy tree, you can delete them later. You can add them again later by editing the properties of the hierarchy item property.

Display and edit hierarchy item/property details

You can display the hierarchy child/property details.

Prerequisite

  • You have the Configuration administrator function privilege.

  • You have created a set of content types.

Procedure

  1. Open content types page.

    You can open the Conventions page to edit or create content type sets.

    Prerequisite

    You have the Configuration administrator function privilege.

    Procedure

    1. Click Application launcher Application launcher > Administration Administration. The Configuration Configuration view is shown.

    2. Click Conventions.

    3. Click Content types.

    The list of content type sets is displayed. If you have not created any content type set, the Default set is displayed.

  2. Click the content type set for which you want to copy a hierarchy.

  3. Click Hierarchies.

  4. Select the hierarchy for which you want to display the root details.

  5. In the row of the hierarchy child item/property, click Show details Details. The dialog opens.

The hierarchy child/property details are displayed. You can can select a property.

Add a navigation child to a hierarchy

You can add navigation child items to a hierarchy. Navigation children are objects used to specify which tree item should be selected in the Published content tree if an item of the child type is selected in another panel.

Navigation child items do not occur in the Published content tree.

Prerequisite

  • You have the Configuration administrator function privilege.

  • You have created a set of content types.

Procedure

  1. Open content types page.

    You can open the Conventions page to edit or create content type sets.

    Prerequisite

    You have the Configuration administrator function privilege.

    Procedure

    1. Click Application launcher Application launcher > Administration Administration. The Configuration Configuration view is shown.

    2. Click Conventions.

    3. Click Content types.

    The list of content type sets is displayed. If you have not created any content type set, the Default set is displayed.

  2. Click the content type set for which you want to copy a hierarchy.

  3. Click Hierarchies.

  4. Click the hierarchy item to which you want to add a child item.

  5. Click Add navigation child Add navigation child. The dialog opens.

  6. Specify the settings.

You added a navigation child to the hierarchy item.

Tip

For more information about the items, click Information Information.

Display and edit navigation item details

You can display the navigation child item details.

Prerequisite

  • You have the Configuration administrator function privilege.

  • You have created a set of content types.

Procedure

  1. Open content types page.

    You can open the Conventions page to edit or create content type sets.

    Prerequisite

    You have the Configuration administrator function privilege.

    Procedure

    1. Click Application launcher Application launcher > Administration Administration. The Configuration Configuration view is shown.

    2. Click Conventions.

    3. Click Content types.

    The list of content type sets is displayed. If you have not created any content type set, the Default set is displayed.

  2. Click the content type set for which you want to copy a hierarchy.

  3. Click Hierarchies.

  4. Select the hierarchy for which you want to display the root details.

  5. In the row of the navigation child item, click Show details Details. The dialog opens.

The navigation child item details are displayed.

Tip

For more information about the items, click Information Information.

Delete an item

You can delete hierarchy items.

Prerequisite

  • You have the Configuration administrator function privilege.

  • You have created a set of content types.

Procedure

  1. Open content types page.

    You can open the Conventions page to edit or create content type sets.

    Prerequisite

    You have the Configuration administrator function privilege.

    Procedure

    1. Click Application launcher Application launcher > Administration Administration. The Configuration Configuration view is shown.

    2. Click Conventions.

    3. Click Content types.

    The list of content type sets is displayed. If you have not created any content type set, the Default set is displayed.

  2. Click the content type set for which you want to copy a hierarchy.

  3. Click Hierarchies.

  4. Select the hierarchy for which you want to display the root details.

  5. In the row of the relevant item, click Delete Delete.

You have deleted a hierarchy item.

Delete a hierarchy

You can delete an existing hierarchy.

Prerequisite

  • You have the Configuration administrator function privilege.

  • You have created a set of content types.

Procedure

  1. Open content types page.

    You can open the Conventions page to edit or create content type sets.

    Prerequisite

    You have the Configuration administrator function privilege.

    Procedure

    1. Click Application launcher Application launcher > Administration Administration. The Configuration Configuration view is shown.

    2. Click Conventions.

    3. Click Content types.

    The list of content type sets is displayed. If you have not created any content type set, the Default set is displayed.

  2. Click the content type set for which you want to delete a hierarchy.

  3. Click Hierarchies.

  4. Select the hierarchy you want to delete.

  5. Click Delete Delete.

You have deleted a hierarchy.