On the Rules tab of the Edit the field values. Open the Open the Fields tab, and click Add. Select a metadata field from the Field Name option list. Select a general placement choice for the metadata field from the Field Position Click OK. Enter the infor

Managing Metadata 3-29

3.2.4.2 Editing an Existing Rule

To edit an existing rule:

1. On the Rules tab of the

Configuration Manager Application Page , select the rule to edit from the Rules list pane, and click Edit. The AddEdit Rule Screens is displayed and the fields are populated with the previously set values for the selected rule.

2. Edit the field values.

3. Click OK.

3.2.4.3 Deleting an Existing Rule

To delete an existing rule: 1. On the Rules tab of the Configuration Manager Application Page , select the rule to delete from the Rules list pane, and click Delete. You are asked to verify your decision to delete the rule.

2. Click OK.

The selected rule is removed.

3.2.4.4 Creating a New Global Rule

To create a global rule: 1. Open the AddEdit Profile Screen by adding a new rule or selecting an existing rule to edit. See Creating a New Rule on page 3-28 or Editing an Existing Rule on page 3-29. 2. On the General tab, select the Is global rule with priority check box. 3. Optionally, change the default priority number. By default, 10 is the priority number listed. For more information about how rules are evaluated and resolved, see Profile Rules on page 3-14.

4. Click OK.

3.2.4.5 Editing an Existing Global Rule

To edit an existing global rule: 1. On the Rules tab of the Configuration Manager Application Page , select the global rule to edit from the Rules list pane, and click Edit. The AddEdit Rule Screens is displayed and the fields are populated with the previously set values for the selected global rule. 2. Edit the field values.

3. Click OK.

3.2.4.6 Deleting an Existing Global Rule

To delete an existing global rule: 1. On the Rules tab of the Configuration Manager Application Page , select the global rule to delete from the Rules list pane, and click Delete. You are asked to verify your decision to delete the rule.

2. Click OK.

3-30 Application Administrators Guide for Content Server The selected rule is removed.

3.2.4.7 Adding Metadata Fields to a Rule

To add metadata fields to a rule:

1. Open the

AddEdit Rule Screens by adding a new ruleglobal rule or selecting an existing ruleglobal rule to edit.

2. Open the Fields tab, and click Add.

The Add Rule Field Screen is displayed.

3. Select a metadata field from the Field Name option list.

4. Select a general placement choice for the metadata field from the Field Position

option list.

5. Click OK.

The AddEdit Rule Field ’name’ Screen is displayed.

6. Enter the information about the metadata field.

7. Click OK.

8. For each metadata field to be added to the rule, repeat steps 2 through 7 above.

The following list provides references to sections describing how to configure the metadata rule: ■ For more detailed information about default values, derived values and restricted lists, see AddEdit Rule Field ’name’ Screen on page A-79. ■ For general instructions on adding these attributes to the metadata fields, see Setting a Metadata Field Default Value on page 3-32, Setting a Metadata Field Derived Value on page 3-33, and Setting a Metadata Field Restricted List Condition on page 3-34.

3.2.4.8 Grouping Metadata Fields

To group metadata fields: 1. Open the AddEdit Rule Screens . See step 1 in the Adding Metadata Fields to a Rule on page 3-30 procedure. 2. On the General tab, select the Is group check box.

3. Click OK.

The Edit Rule ’name’ screen closes.

3.2.4.9 Adding a Header to a Metadata Field Group

To include a label header to a metadata group:

1. Open the

AddEdit Rule Screens . See step 1 in the Adding Metadata Fields to a Rule on page 3-30 procedure. Note: For more detailed information, see Creating a New Rule on page 3-28, Creating a New Global Rule on page 3-29, Editing an Existing Rule on page 3-29, or Editing an Existing Global Rule on page 3-29. Managing Metadata 3-31 2. On the General tab, select the Has group header check box.

3. Click the corresponding Edit button.