Contents of the Manage Content Types Screen

Use the fields and options to configure the Manage Content Types screen.

Identification

Use this group box to specify you want to create a content type.

If you use query.gif to search for a single content type, this group box displays that content type's identification code and description.

If you use query.gif to search for multiple content types, the block displays in table view.

Field Description
Content Type ID

Use this field to enter a unique ID for this content type.

Description

Use this field to enter a description of the content type.

Content Management System

All specified content locations must include all the CMS content property fields included in the content data fields. They must also share the same data type and Queryable value.

Field Description
CMS ID

Enter, or click to select, the ID of the CMS from which this content is accessed. An ID must be configured for use in Costpoint before you can enter it here. Clicking displays the CMS ID and CMS Name from the connection created by the Costpoint Configuration utility.

Note: For more information about using the utility, see the Deltek Costpoint 8.0 Configuration Utility document.

The untitled field to the right displays the CMS name.

You cannot modify a CMS ID if content files from the system are already linked to a Costpoint record.

Use Automatic SharePoint Configuration Select this check box to automatically configure SharePoint for content management integration, based on best practices. If you select this option, Costpoint will have full administrative control over the associated SharePoint site to create document libraries, content types, and columns.

This option is available if SharePoint is the chosen Content Management System.

Repository Name

Enter, or click to select, the name of the CMS repository from which this content is accessed. Clicking displays the list of available repositories from the CMS.

You cannot modify the repository name if content files from the CMS are already linked to a Costpoint record.

Content Type Name

Enter, or click to select, the name of the CMS content type that is used as the source for this Costpoint content type.

You cannot modify the content type name if content files from the CMS are already linked to a Costpoint record.

Base Folder

Enter, or click to select, the CMS folder that is used as the top-level location for content of this type. Clicking displays a list of folders in the entered repository for the selected CMS.

Attachment Property

Enter, or click to select, the CMS content type property used to identify if content is linked to a Costpoint record. Only text fields can be used. This attachment property must be marked as Queryable and Editable in the CMS.

When you link content to a Costpoint record, this CMS property value is changed to Y (Yes) to indicate that content is linked.

Clicking displays a list of properties names and their associated data types linked to CMS and the CMS content type.

Show Only Unattached Content Files in the Lookup

Select this check box to exclude files from the initial content Lookup that are already linked to a Costpoint record. You can manually change the content selection criteria by using the Lookup Query function. This check box is cleared by default for new records. This check box can be overridden.

This field is disabled if the Attachment Property field is blank.

Can Be Used As Costpoint File Destination

Select this check box to enable the use of this content type as a destination on the Manage Alternate File Locations screen.

Allow Content File to Be Linked to More Than One Costpoint Record

Select this check box if a content file can be linked to more than one Costpoint record. This check box is cleared by default for new records.

Apply User/User Group Access Rights

If you select this check box, a user or user group's access rights determine whether a user can view or update content file links. You can set up user or user group access rights in the Assigned Users/User Groups subtask of the CMS Locations subtask. This check box is cleared by default for new records.

Autoload CMS Document Properties

Click this button to load all the document property fields for the specified CMS content type. If you click this button, a new row is generated on the Content Data Fields subtask for each property field for the specified CMS/CMS Content Type ID. The fields populated from this autoload include CMS Content Property, Data Type, Length, and Queryable. This action generates the Content Data Field ID from the CMS Content Property Name. If the property is not marked as editable in the CMS, the Editable check box is cleared and disabled.

This button is enabled only if the Content Data Fields subtask is empty.

Subtasks

Subtask Description
Content Data Fields Click this link to open the Content Data Fields subtask, where you can define your content data fields.
CMS Locations Click this link to open the CMS Locations subtask, where you can store one or more CMS locations.
Linked Content Files Click this link to open the Linked Content Files subtask, where you can view and maintain content files linked to the currently selected content type.
Import Linked Content Files Click this link to open the Import Linked Content Files subtask, where you can import linked content files from one content type to another.