The Content Manager is the main toolset for working with content in the Pro client. You can access this manager from various points in the application.
- Click here for an overview of the Content Manager in the Analyst client.
Content Manager Workspace
The content manager includes various views of the content system and a variety of tools for managing and manipulating content.
Opening the Content Manager
Click the folder icon (yellow arrow above) to open the Content Manager.
Note: This icon is used throughout the system, making it easy to identify and access content-related tools and views throughout the application.
Content View Toolbox
Within the Content Manager, users can click on the Toolbox options to access the various content views (red boxes above). The views include:
Favorites
A flat list of all content items and folders that the user has flagged as their favorites. For details, see Favorites for Pros.
Recent
A flat list of all content items that were recently used by the current user. For details, see Recents for Pros.
Content Explorer
This is the master content view. A folder and item interface allowing users to organize and manage their content and folders. For details, see Content Explorer for Pros.
Content Search
A combined search and view feature that helps users locate content in the system and interact with results using standard actions and tools (purple arrow above). For details, see Content Search for Pros.
Most Used
A flat list of the top 20 most-used content items, aggregated across all users in the system. For details, see "Most Used" for Pros.
User Recommended
A flat list of the top 20 most-recommended content items. For details, see User Recommended for Pros.
Auto Recommended
A list of items that the AI-powered recommendation engine identifies as likely to be useful to you by comparing your preferences with those of similar users; much like how online stores suggest products based on past purchases. For details, see Auto Recommended for Pros.
Materialized Data Manager
This view (blue arrow above) is not a standard "content view" like the other views described here. Rather, it is a set of end-user tools for viewing and managing data models that the current user has created. For details, see Materialized Data Manager.
Note: The MDM is a simplified version of the Data Source Manager found in the admin console.
Schedule Manager
A view of the user's own schedules and subscriptions (green arrow). For details, see Schedule Manager for Pros.
Tip: Set which page opens by default in Content Manager using the Default Content View setting on the User Defaults page.
Navigation Bar
The navigation bar, visible across most content views, provides access to navigation, breadcrumbs, folder actions, "display mode" options (view selection), filters, and more. Each option in the navigation bar is described in detail in its respective view page (linked above).
It also includes an adjunct tool: the "Materialized Data Manager" - which is designed to manage a users databases and data models.
Context Menu
Right clicking on the view canvas (so not on a content item), will open a context menu.
The context menu includes (orange box):
- View: a quick way to change the display mode (list, context, tile)
- Sort: a way to change to sort order of the content items in the view
- Refresh: a quick way to refresh the listing of items in the view
In the "Explorer" mode, with folder structures, the context menu also allows users to (green box):
- Add Folders: this is a quick way to add a new sub-folder to the currently selected (parent) folder
- Paste: this allows the user to paste any previously copied content (through the same context menu) into the current folder. Click here for more details on paste options.
- Import: this allows users to import external PIE files into the current folder. Click here for more on import / export.