The content management system ("CMS") in Pyramid plays a central role in the application and appears throughout the different apps and tools. As a virtual, centralized framework, the CMS is key to letting users create and save their content, share content and re-use content, while also providing system administrators with a framework for versioning, securing and governing content. Since the CMS is fully centralized it also provides the perfect platform for delivering insights from the collective, like most used, most recommended, data lineage, sharing of content and ideas, and more.
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Content System Framework
The CMS is presented with numerous ways to access and view content; multiple tools for handling and managing content and entry points configuring content security.
Important! There are big differences between the content tools for Pro users, for Analysts, and for Viewers. The Pro CMS is full with functions, tools, and options. The Analyst CMS is streamlined but powerful, providing users with a subset of the Pro options. The Viewer offers an even more streamlined experience, focused on essential tools for easily opening and accessing content.
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Administrative Content Functions
Administrative management of content is performed through the same content management toolset. However, admins have more access to security related features and some functions. This includes having the ability to view a user's private content folder and view tenant shared folders (for multi-tenant deployments). The key administrator-centric functionalities in the content manager are:
Any other extra functionality for admins is demarcated and described within each of the topics listed below.
The Content Manager
The main toolset for working with content in the Pro client is the Content Manager. The content manager includes various views of the content system and a variety of tools for managing and manipulating content. This includes Content Search and Security operations.
The content manager in the Pro client also includes some adjunct tools, including the "Materialized Data Manager," which is designed to manage a users databases and data models.
Accessing the Content Manager
You can access this manager from various points in the Pro application. The manager itself is presented as a selection of views, each with actions and tools (described below).
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Content Views
There are several ways to view content in the Pro client. The Content Manager views each have a specialized function; Favorites, Recent, Explorer, Most Used, User Recommended, and Auto Recommended. All are designed to help users quickly find and manage content in the CMS. While all views appear within the Content Manager, others appear within the context of each app as well.
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Content Actions and Tools
Each view offers a range of content-related actions and tools for interacting with content items, organizing them, and managing their internal settings. These actions are available from context menus for files, content item types, and from the Content Manager background and navigation bar. They are also accessible from the Metadata panel.
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Other Managers
The Managers available from here are not real "content views" like the other Content Manager views, but they are accessed from the Content Manager Toolbox (to the top-left of the canvas).
User Task Manager
The User Task Manager, in the Content Management System, is a personalized interface for users to manage their own User Tasks, including setting them to Complete.
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Materialized Data Manager
The Materialized Data Manager (MDM) is a set of end-user tools for viewing and managing data models that the current user has created. Because it is still related to the business of managing content, albeit data, the MDM is grouped in with the content management tools for end-users in the Pro client.
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Note: The MDM is a simplified version of the Data Source Manager found in the admin console, which offers a more complete, in-depth functional toolset for managing data, data catalogs, and security.
Personal Schedule and Subscription Manager
The Schedule and Subscription Manager serves as a collection of user-facing tools designed to help individuals view and manage their subscription jobs and related schedules. This feature allows users to oversee all their scheduled items for Publications, Data Alerts, Subscriptions and Data Models, providing functionality to start or stop jobs, edit schedules, and remove any unwanted schedules from the system.
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Content Security
Securing content is a critical and fundamental capability in Pyramid. It allows content to be secured by tenant (or domain), by role or user, by folder and ultimately by item. Given its importance, there are numerous aspects to securing content, which is separate from securing the data itself (data sources, databases, and data models). The content manager and peripheral CMS tools all take security into account in every aspect of their operation.
The main content manager and its views all provide access to role settings where appropriate, for setting who can read content, write or change content and who can manage the security operation itself on content.
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