Content Views

Content Views are how users can interact with indexed content in Discovery UI. They also allow for administrators to control who can access the view. Content views can be found under the Federation menu in 3Sixty Admin.

Creating a View

Views can be created under Federation > Content Views. The following information is needed to create a new view.

Short Name: The key for the view. Only accepts alphanumeric characters, underscored and dashes (URL legal characters). This will be used as part of the url.

Tip: EXAMPLE
If the shortname is 'test' and the template is 'search', the url will be /3sixty-discovery/view/search/test
Template: Which view template to use. Federated Search, Clustering or Reporting Dashboard Templates.
Display Name (Optional): Enter the name you want displayed for this view in the views drop-down and in the views list in the left navigation menu. If no display name has been entered Discovery will use the short name.
Select a Search Connection: Select the Content Search Connection the view will use to perform searches and collate results. Views can be saved without a Search Connection set, but they cannot be published.

Configuring Views

View Builder

Sections: The sections of the view, as defined by the template. The default SearchTemplate has three sections. Left Sidebar, Body, and Top Menu.

Available Widgets: The widget instances of types allowed for the section.

Section Widgets: The widgets in the section

Controls

+: Add the widget to the section
x: Remove the widget from the section
i: Widget information panel. It allows you to update the properties of the instance..
Double arrow: Widgets can be reordered by dragging up and down. This changes the order in which the widgets are loaded

Configuration

Short Name: The short name of the view.
Display Name: Display name of the view.
Connector: Search connector the view will use
Search on page load: The view will perform its base query (as configured on the search connection) when the page is first loaded.
Add Records Management: Only available with the Records Management module. Will be grouped with Records Management views on the federation dashboard.

Security

View Users: Users and groups who can access this view. Leave blank to allow all users to see this view.

This list applies to both the Admin and Discovery apps. The SIMFLOFY_ADMIN role will not bypass this list.

Important: When you are making changes to Discovery by adding connectors and content views you may need to Refresh Content Service. You can do this by navigating to the Discovery UI Config by selecting the drop don from the profile link in the top right. Then select the Refresh Content Service Cache button.

Content View Examples

Discovery can be customised in various ways using the content view builder. Following are some examples of the types of views you can build for different result sets.

Basic Search View

Allow you to view all the documents in your repository. You can filter your view by keyword search, content type, file size, date created or modified and location. More filters can be added through facet search widgets.

You can also take document actions such as view metadata, download file, edit file properties and other actions based on file type.

Left Sidebar

The following widgets can be added to the left sidebar and are used to filter your search results. In this basic search view example you can perform the following filters. Click on the widget name links for more information including configuration detail.

Default Current Search: Displays all of the indexed files
Full Text: Searches for text inside the files
Connector ID: Allows you to only show files in the selected connector
Filename Search: Search for files by file name
Content Type Drop-down: Filter results by content type
More Like This: Displays more search results like the file selected

Body

The following widgets control the body of the search view page. It determines how the results are displayed and what actions you can take on any selected files. Click on the widget name links for more information including configuration detail.

Default Pagination: Controls the page navigation
Default Result Set: Displays all searched files
Edit File Properties: Allows users to edit certain parts of a file's properties
Check In: Allows users to check in a file
Checkout: Allows users to check out a file
LightBox Image Viewer: Preview an image
Metadata Display: Display the metadata for a file
Version Info: See a file's versioning information and download selected versions
Arender Preview: Preview a file
Content Download: Download a file

Top Menu

The following widgets will add buttons to the top menu that can perform actions for the platform, the content, and the content view. Click on the widget name links for more information including configuration detail.

Save and Retrieve Searches: Save your search filters and rerun them at a later date
Bulk Download: Download multiple files
Drag and Drop: Upload multiple files
My Views: A drop-down list of all the content views you have access to
New View: Create a new report based on the current view
Metadata Export: Export the file properties for multiple files

Dashboard Views

Lets users create a visual representation of their data by adding charts based on indexed file properties. For example, you can create charts for the number of files by connector, file size, or file type. You can filter the results using the panels on the left-hand sidebar. Users can also remove and add counts from the charts by selecting the value labels in the chart legend.

Left Sidebar

The following widgets can be added to the left sidebar and are used to filter your charted results. In this dashboard view example you can perform the following filters. Click on the widget name links for more information including configuration detail.

Default Current Search: Shows filters at the top of the page

Full Text Search: Search through the content of the files for keywords

Connector ID: Filter for files in a particular connector

Filename Facet Select: Search for keywords in file names

Content Slider: Filter by file size

Basic Date Select: Filter by file date created or modified

Body

The following widgets control the body of the search view page. It determines how the results are displayed and what actions you can take on any selected file. Click on the widget name links for more information including configuration detail.

Simple Dashboard: Dashboard layout

Content Types Chart: Chart of file count by file content type

Repository Chart: Chart of file count by connector id

Top Menu

Save and Retrieve Searches: Save current search filters and rerun at a later date

My Views: Dropdown list of content views

New View: Create a new view based on the current view and filters

Discovery Federated Search

Discovery Widgets