3-2 Administrators Guide for Dynamic Converter
3.2.1 Adding a Rule
To add a new template rule, complete these steps:
1. Open the Dynamic Converter Admin page see
Dynamic Converter Admin Page on page A-1.
2. Click Template Selection Rules.
The Template Selection Rules page is displayed see Template Selection Rules
Page on page A-9.
3. Type a name for your rule in the New rule name text box under the Template
Selection Rules heading. 4.
Click Add New Rule.
When your rule is highlighted, you will notice that the criteria and template fields for the rule are blank. You can start entering the desired metadata criteria and
template for this rule right away.
5. Click Update at the bottom of the Template Selection Rules page.
3.2.2 Deleting a Rule
To delete a template rule from the Template Selection Rules list, complete these steps:
1.
Open the Dynamic Converter Admin page see Dynamic Converter Admin Page
on page A-1.
2. Click Template Selection Rules.
The Template Selection Rules page is displayed see Template Selection Rules
Page on page A-9.
3. Highlight the rule to be deleted and click Delete Rule.
4. Click Update at the bottom of the Template Selection Rules page.
3.2.3 Reordering the Rules
To change the order in which your template rules are processed, complete these steps:
1. Open the Dynamic Converter Admin page see
Dynamic Converter Admin Page on page A-1.
2. Click Template Selection Rules.
The Template Selection Rules page is displayed see Template Selection Rules
Page on page A-9.
3. Do either of the following:
■
To move a rule up the list, where it is prioritized over other rules, highlight the rule and click Move Up. Then click Update.
■
To move a rule down the list, where it will receive a lower priority, highlight the rule and click Move Down. Then click Update.
Important: Deleting a rule will remove all of the settings metadata
criteria and template for that rule. You cannot undo this operation.
Template Rules 3-3
3.3 Assigning Metadata Criteria to a Rule
When assigning conversion templates to content items, you need to make sure that the metadata specified here matches the metadata assigned to your source documents.
You can verify this by opening the content information page for your source documents in the Content Server.
To assign metadata to a template selection rule, complete these steps:
1.
Open the Dynamic Converter Admin page see Dynamic Converter Admin Page
on page A-1.
2. Click Template Selection Rules.
The Template Selection Rules page is displayed see Template Selection Rules
Page on page A-9.
3. Choose a metadata field from the first Field list under the Criteria for selected
rule heading. You may choose Type, Author, Title, Content ID, Title, or a number of other fields.
4. In the Value text box, enter the metadata that you would like your rule to target.
You can select the metadata value from the menu to the right of the Value text box. You can also use wildcards to specify a metadata value.
5.
If desired, choose a second and third metadata field for your rule. There will always be an AND relationship between the metadata fields, which
means that only those content items that meet all criteria are converted by this rule.
The maximum number of criteria that you can specify for each rule is controlled by a setting on the Dynamic Converter Configuration Page see
Dynamic Converter Configuration Page
on page A-2.
6. Click Update on the bottom of the Template Selection Rules page to update your
rule.
3.4 Choosing a Template for a Rule
Your template selection rule is not complete until you choose a template for the rule. The template will ultimately drive the appearance of your converted documents.
To assign a template to a rule, complete these steps:
1.
Open the Dynamic Converter Admin page see Dynamic Converter Admin Page
on page A-1.
2. Click Template Selection Rules.
The Template Selection Rules page is displayed see Template Selection Rules
Page on page A-9.
3. Enter the content ID for the template in the Template text box under the
Template and layout for selected rule heading.
You can select a type of template HTML Conversion, Classic HTML Conversion, or Script from the Template Types menu, and then you can select your desired
template from the Available Templates menu.
4.
If you chose a Classic HTML Conversion template in the previous step, you may want to complement it with a layout template. If so, enter the content ID for the
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