The Content Management System (CMS) in Pyramid plays a central role in the application and appears pervasively throughout the different apps and tools. As a virtual, centralized framework, the CMS is key to letting users create and save their content, share and re-use content, while also providing system administrators with a framework for versioning 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, sharing of content and ideas, and more.
Important: There are big differences between the content tools for Pro users, for Analysts, and for Viewers. The Pro CMS is full of 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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Content Manager
The main toolset for working with content in the Analyst 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 (purple arrow below), Content Views including Recent, Recommended, and so on (blue highlight), and the Schedule Manager (green arrow).
Tip: To access additional views and tools, click the ellipsis (brown arrow below) to reveal more options. Hover over each icon to see its name in a pop-up.
Accessing the Content Manager
You can access the Content Manager from various points in the application. The Content Manager itself is presented as a selection of views, each with actions and tools (described below).
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Content Views
The Content Manager organizes content items into "views," which are accessed from the menu at the top-left (blue highlight above). These views include a Content Explorer (like Windows Explorer), Favorites, Most Used, and AI-Generated Recommendations (Auto Recommendations) and make it easy to discover, access, and manage your discoveries, .
All views appear only within the Content Manager, while others may also appear within the context of each app as well. Each view has a specialized function.
User Centric Views
- Favorites - A list of all items the user has marked as favorites for quick access.
- Recent - The last 20 items opened or interacted with.
- Explorer - The main content view, offering a folder-and-item interface that lets users organize and manage their own content.
System Centric Views
- Most Used - The most frequently accessed items across the system that the user has permission to view.
- User Recommended - The items that have been recommended by other users within the system, based on what the current user can access.
- Auto Recommended - An AI-generated list of items that aligns with the user's preferences, based on system-wide usage patterns and behavior.
Content Search
The content search (purple arrow) is a specialized view that allows users to search through the CMS to find content items based on search criteria. The search results then form the basis of a content view with many of the same core capabilities of the other views.
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 and tools are different for files and different content item types and are accessible from the Metadata panel (opened from the yellow arrow below) and context menus (purple arrow):
General Context Menu
The general content actions include obvious things like Open, View, Copy, Cut, Paste, Delete and Rename and Pyramid-specific things like Add to Favorites, Share, and so on. These general actions are mostly common to all content item types, and many appear in all views. However, some functions are unique to some content types, some functions behave differently for different content types, and some functions may not be accessible from different views or places in the app.
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Actions Context Menu
Unlike general actions, the Actions menu includes content tools that are more advanced capabilities for managing and manipulating content. These tools include wizards and functions like Versioning, Subscriptions, and Alerts.
Tip: Clicking Actions in the context menu or the Metadata button (yellow arrow above) opens the Actions panel to the right of the Content View. This panel lets you view metadata for the selected item or folder and access available actions from the overhead menus.
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Schedule Manager
The Schedule Manager is not a real content view. Instead, it is 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 Alerts and Subscriptions, providing functionality to start or stop jobs, edit schedules, and remove any unwanted schedules from the system.
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