Professional Documents
Culture Documents
This guide introduces new users to the basic features of Livelink. 1081920.1
Copyright 2003 by Open Text Corporation. The copyright to these materials and any accompanying software is owned, without reservation, by Open Text. These materials and any accompanying software may not be copied in whole or part without the express, written permission of Open Text.
Open Text Corporation is the owner of the following trademarks: BASIS, BASIS Desktop, BASIS Techlib, iRIMS, Livelink, Livelink Activators, Livelink Change Agents, Livelink Channels, Livelink Collaboration, Livelink Desktop, Livelink Directory Services, Livelink Discussions, Livelink eLink, Livelink Enterprise Activator, Livelink Explorer, Livelink Forms, Livelink Intranet, Livelink Library, Livelink LiveReports, Livelink MeetingZone, Livelink Notifications, Livelink Offline, Livelink OnTime, LiveLink PDF Forms, Livelink Project Collaboration, Livelink Prospectors, Livelink Remote Cache, Livelink SDK, Livelink Search, Livelink SmartAgent, Livelink Spider, Livelink Tasks, Livelink Workflow, Livelink UNITE, OnTime, Open Text, and WorkSmart. Other trademarks and trade names in the documentation are owned by other companies and are used for product and company identification and information only. All rights reserved. Open Text is the owner of other registered and unregistered trademarks. The above trademark listing is not exhaustive. Open Text Corporation provides certain warranties and limitations in connection with the software that this document describes. For information about these warranties and limitations, refer to the license agreement entered into between the licensee and Open Text Corporation. Written by Cori Rottier.
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Run setup.exe to start the installation program. Open the Livelink_home/config/opentext.ini file in a text edi tor. Note The placeholder Livelink_home represents the Livelink root directory (directory where Livelink was installed).
Send an e-mail message to support@opentext.com to contact Open Text Customer Support. In the Windows NT Control Panel, double-click the Services icon to open the Services dialog box.
Names of user interface elements, such as buttons, links, menus, check boxes, radio buttons, lists, and fields These items appear in bold typeface. Examples:
On the Tools menu, click Search. In the Services dialog box, click Livelink Server : service_name, and then click the Start button. Click the items Functions icon, choose Info, and then choose General. Click the Admin Home link.
Variable placeholders, references to other documents, new or special terminology, and emphasis
For more information, see the Livelink First-Time Installation Guide. You can scan new documents for content of interest by sav ing your search criteria in a query called a prospector. In your Web browser, go to the default Livelink start page at protocol://host:port/URL_prefix/livelink.exe, where protocol is http or https, host is the DNS name of the HTTP server host, port is the port number on which the HTTP server is lis tening, and URL_prefix is the prefix mapped to the Livelink_home/cgi directory in the HTTP server.
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Items
Convention
References to chapters These items appear in quotation marks. and sections of Examples: documents, and citations of messages displayed to For more information, see Chapter Three, Projects, in the Livelink QuickStart for Users guide. users
For more information, see Item Types in Chapter Five, Livelink Items. For more information, see Item Types, page 150. If the import completes successfully, Oracle displays the message Database import completed without errors.
Operating system commands, code examples, feature names, method names, object names, and text typed by users These items appear in a monospaced font. Examples:
In the User Name field, type Admin. At the operating system prompt, type start-llserver, and then press ENTER. When searching for users, you can set the maximum number of users displayed per page by setting the value (default is 30) of the MaxUsersToListPerPage parameter in the [general] section of the opentext.ini file.
Key names
Press ENTER to start a new line when typing in this field. To select multiple items, hold down the CTRL key while you click the items that you want to select.
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Table of Contents
Chapter 1
Introducing Livelink ...................................................................................................................... 1
Accessing Livelink ................................................................................................................... 2
Logging In.......................................................................................................................... 2
Logging Out ...................................................................................................................... 3
Changing Your Livelink Settings............................................................................................. 4
Changing your General Settings .................................................................................... 4
Changing Your Livelink Color Scheme........................................................................... 5
Setting Your Discussion Preferences ............................................................................... 6
Modifying Workflow Settings ........................................................................................... 7
Changing Your Password ................................................................................................ 9
Chapter 2
Working with Livelink.................................................................................................................. 11
Understanding Livelink Workspaces.................................................................................... 12
Enterprise Workspace .................................................................................................... 12
Personal Workspace....................................................................................................... 12
Project Workspace ......................................................................................................... 13
Personalizing a Workspace ........................................................................................... 13
Creating a Custom View......................................................................................... 13
Working with Favorite Items .................................................................................... 13
Configuring Tabs on a Personal Page ................................................................... 14
Editing Your Personal Profile.................................................................................... 14
Working with Common Livelink Elements ........................................................................... 16
Navigating Livelink ......................................................................................................... 16
Keyboard Accessible Menus .................................................................................. 18
Working With Different Views ........................................................................................ 18
Working with Livelink items ............................................................................................ 19
Classifying Featured Items ...................................................................................... 20
Moving, Copying, and Deleting Livelink Items ..................................................... 21
Using the Functions Icon ................................................................................................ 21
Viewing an Item ....................................................................................................... 21
Fetching an Item...................................................................................................... 21
Downloading an Item ............................................................................................. 22
Reserving an Item .................................................................................................... 22
Unreserving an Item................................................................................................. 23
Rating an Item.......................................................................................................... 23
Viewing Information about an Item ...................................................................... 24
Searching Livelink.................................................................................................................. 25
Basic Searching .............................................................................................................. 25
Advanced Searching .................................................................................................... 25
Chapter 3
Understanding Permissions........................................................................................................ 29
Defining Permissions .............................................................................................................. 30
Basic Work Item Permissions .......................................................................................... 31
Document Management Permissions.......................................................................... 31
Role-based Permissions.................................................................................................. 32
Chapter 4
Working with Documents and Folders...................................................................................... 33
Adding a Folder .................................................................................................................... 34
Adding a Document ............................................................................................................ 35
Adding a Text Document .............................................................................................. 35
Adding a Compound Document ................................................................................ 36
Reordering Items in a Compound Document...................................................... 36
Viewing a Compound Document Outline ........................................................... 37
Chapter 5
Working with Tasks ..................................................................................................................... 39
Adding a Task List.................................................................................................................. 40
Task List Workspace............................................................................................................... 41
Adding a Task to a Task List ........................................................................................... 41
Editing a Task................................................................................................................... 43
Adding a Milestone ........................................................................................................ 43
Modifying Milestone Dates ..................................................................................... 44
Adding a Task Group ..................................................................................................... 44
Chapter 6
Working With Discussions and Polling ...................................................................................... 47
Discussions.............................................................................................................................. 48
Adding a Discussion ....................................................................................................... 48
Adding a Topic ............................................................................................................... 49
Displaying a Discussion .................................................................................................. 50
Replying to a Topic or Reply ......................................................................................... 51
Marking as Read............................................................................................................. 51
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Polling ..................................................................................................................................... 52
Adding a Poll................................................................................................................... 52
Editing a Poll .................................................................................................................... 53
Voting in a Poll ................................................................................................................ 54
Chapter 7
Working with Projects................................................................................................................. 55
Project Roles .......................................................................................................................... 56
Using the Project Creation Wizard ...................................................................................... 57
General Info.............................................................................................................. 57
Content ..................................................................................................................... 58
Participants ............................................................................................................... 58
Presentation.............................................................................................................. 59
Modifying Participant Information ...................................................................................... 60
Adding Project Participants.................................................................................... 60
Changing the Role of a Project Participant ......................................................... 61
E-mailing Project Participants ................................................................................. 61
Creating a Project Template ............................................................................................... 62
Exporting a Project Template........................................................................................ 63
Chapter 8
Working with Notifications ......................................................................................................... 65
Notification Reports .............................................................................................................. 66
Personal Notification Report ......................................................................................... 66
Project Notification Report ............................................................................................ 66
Clearing Notification reports ......................................................................................... 67
Setting Notifications .............................................................................................................. 68
Modifying the Notification Settings .............................................................................. 68
Modifying the Notification Interests.............................................................................. 69
Chapter 9
Getting Help................................................................................................................................ 73
Accessing Online Help ......................................................................................................... 74
Searching Help ............................................................................................................... 75
The About Livelink Page ................................................................................................ 76
Index............................................................................................................................................ 77
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Chapter 1
Introducing Livelink
Livelink is a Web-based system that organizations use for storing, sharing, managing, and distributing information. Livelink promotes a collaborative work environment and helps people manage information efficiently and effectively. This guide provides a basic overview of Livelinks features and functionality.
Introducing Livelink
Accessing Livelink
Accessing Livelink
You access Livelink using a Web browser, such as Netscape Navigator or Microsoft Internet Explorer. Your Livelink Administrator provides you with the URL to access Livelink, as well as a user name and password, which are required for you to log in to Livelink. Once you have logged in, your user capabilities depend on the permissions that your Administrator and other users have set on items and Workspaces. For more information about Livelink Permissions, see Chapter 3, Understanding Permissions .
Logging In
Your user ID logs you in to Livelink and controls the operations that you perform. To log in to Livelink: 1. 2. Type the Livelink URL in your Web browsers address field. On the User Log-in page, type your log in ID in the Username field.
3. 4.
Type your password in the Password field. Note Your password is case sensitive; enter it exactly as it was given to you. Click the Log-in button.
Accessing Livelink
Logging Out
You should log out of Livelink every time you finish working to prevent unauthorized users from accessing your information. To log out of Livelink: Tip Choose Log-out on the Tools menu, and then click the Log-out button. When you log out using the above procedure, youre browser window remains open. You can also log out by closing your browser window.
Introducing Livelink
About Livelink, this page appears upon logging in to Livelink and provides basic information about Livelink features and functionality. 2. Click one of the following views in the Default View of Items drop-down list: Detail, displays small icons in a single column and includes information for each item. Small Icon, displays small icons in two columns. Large Icon, displays large icons in four columns.
3. 4.
If you are in the Detail View, select the show item descriptions on Detail View check box to display item descriptions. Click one of the following in the Navigation Style drop-down list: Hyperlinked Trail, shows the system path to an obect in a horizontal trail that includes the objects name, and its Type and Functions icons. Drop-down List, shows the system path to an item in a drop-down list. This option only appears if the Livelink Administrator has allowed users to override the default navigation style. Note
5.
To specify the number of days the New and Modified icons appear next to an item after it is added or changed, click a number in the New Indicator Duration and Modified Indicator Duration drop-down lists.
6. To navigate through Livelink using keyboard commands, instead of the Java-based menus, which require the use of a mouse, select the Keyboard Accessible Menus check box. 7. Click the Update button. For specific information on Livelink items, Workspaces, and Livelinks navigational elements, see Working with Common Livelink Elements, page 16.
2.
Do one of the following: Click the Preview button to view your color settings. Click the Update button to finish.
Introducing Livelink
2.
Click one of the following in the Default View drop-down list: Nested View, which displays Topic and Reply information. Report View, which displays the Topic and Reply information in column headings, instead of indented lines of text.
3. Click the Topics Only, Unread Only, or All radio button to set which messages you view by default. 4. If you do not want Livelink to use the first portion of your comments as the subject of a posted Topic when you leave the subject line blank, clear the Use Content Summary as Subject check box.
5. If you do not want Livelink to automatically enclose the text of your replies in quotation marks, clear the Quote Comments check box. 6. If you do not want Livelink to display threads, Discussion Topics or Replies, adjacent to the Topics and Replies to which they relate, clear the Show Threads in Context check box. 7. Click the Update button.
2.
Click one of the following in the Default Page drop-down list: General, displays when you access the Workflow assignment. Overview, displays an overview page of the entire work package.
3.
To set your Workflow proxy, do the following: Click the Choose User or Group icon .
In the Select Proxy window, click one of the search methods in the Search dropdown list. Type your search term in the starts with field. Click the Find button. Livelink performs a case-insensitive starts with search. For example, typing van in the Last Name field displays information about Livelink users whose last name begins with a V (capital) or v (lowercase). A blank field retrieves all records of the search term.
Introducing Livelink
Click the Select link of the Livelink user or group you want to set as your proxy when you are unavailable. 4. To determine which initiated Workflows appear on the Workflow Status page, click one of the following in the Relationship drop-down list: 5. 6. All, displays every initiated Workflow that a user has the permission to see. Initiated, displays only Workflows that are initated by the user. Managed, displays only Workflows managed by the user.
Click either the Not Archived or Archived radio button to determine which Workflows appear on the Workflow Status page. If you want to further limit the Workflows that appear, click the Advanced icon next to whichever radio button you selected in Step 5, and then do the following: Click a criterion type in the Action drop-down list. The options that appear depend on whether you are limiting Archived or Not Archived Workflows. The parentheses allow you to build complex arguments, for example:
(Status = OK OR Status = Completed) AND Due Date > 07/05/2001
7. 8. 9.
Click the method you want Livelink to use to sort Workflows on the Workflow Status page in the Sort Order drop-down list. To specify a maximum number of Workflows that can appear on a single page, type a number in the Workflows per page field. Click the Update button.
To change your Livelink password: 1. On the Password Settings page, type your current password in the Current Password field.
2. 3. 4.
Type your new password in the New Password field. Retype your new password in the Verify Password field. Click the Update button.
Introducing Livelink
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Chapter 2
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Enterprise Workspace
The Enterprise Workspace is known as the public storage area of Livelink. It is a central repository used to store information and other Livelink items that are available to all Livelink users.
Personal Workspace
Your Personal Workspace is a container over which you have complete control. You have full permissions on this Workspace, which means you can perform all general Livelink functions such as add, modify, and delete items. You can also customize the appearance of the Workspace and organize its content to best suit your needs and interest. You can access your Personal Workspace on the Personal menu. From this menu, you can also view the following pages that contain information specific to you: My Assignments, displays a list of Workflow and Task List Tasks that are assigned to you. My Discussions, displays a list of all the Discussions that you have permission to see. My Favorites, displays shortcuts to all items that you have classified as favorite. My Groups, displays every group for which you are a member.
My Profile, contains a General and Personal tab that provides information about yourself. News, contains all News Channels that you have permission to see. My Projects, displays all Projects for which you are a member.
Recommendations, displays items and users that the system determines might be useful to you. My Reports, contains the following tabs by default: LiveReports, which contains a list of database queries MyQueries, which contains saved search queries MySnapshots, which contains saved search result pages
My Reserved Items, displays all items that are reserved by you or a group for which you are a member. My Search Templates, displays the search templates that you have created.
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Task Lists, displays every Task List that you have the permission to see. Workflow Status, displays every Workflow that you have the permission to see.
Project Workspace
Project Workspaces, like the Personal and Enterprise Workspace, allow you to store information that is directly related to the Project in one location. A Project Workspace can contain the same items as other Workspaces. For more information about Livelink Projects, see Working with Projects, page 55.
Personalizing a Workspace
For information about changing the color scheme and other settings, see Changing your General Settings, page 4.
Navigate to the item you want as a Favorite, and then click its Select link. You can also make an item a Favorite by clicking an items Functions icon, and then choosing Make Favorite.
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5. 6.
To set the tab to apear in the front most position when you access the page, click the Default radio button. Click the Submit button.
To remove a tab: 1. 2. 3. 4. Choose the page for which you want to remove a tab on the Personal menu. Click the Configure Tabs button Click the Submit button. . For each tab you want to remove, select the Remove check box.
To edit and organize tabs: 1. 2. 3. 4. 5. Choose the page for which you want to edit and organize the tabs on the Personal menu. Click the tab that contains the items you want to organize. Click the Edit/Organize button Click the Submit button. . For each item, click the tab where you want it to appear in the drop-down lists.
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Personal, which contains personal information, such as a photograph, birthday, personal interests, and home contact information. Note You must have the Edit Self privilege for a tab in order to change your personal information. The Edit icon To edit user information on the Personal tab: 1. 2. 3. 4. 5. 6. Choose My Profile on the Personal menu. Click the Personal tab. To add a photo, click the Browse Livelink button, navigate to the photo, and then click its Select link. Click Male or Female in the Gender drop-down list. Click a month and a date in the Birthday drop-down lists, and then type a year in the text field. Type an e-mail address in the Alternative E-mail field. indicates that you have that privilege.
7. Type any personal contact information in the Home Address, Home Phone, Home Fax, Cellular Phone, and Pager fields. 8. 9. Type URLs in the My Homepage and My Favorite Links fields. Type a description of interests in the Interests field.
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Navigating Livelink
Livelinks navigational elements enable you to perform Livelink functions and manuever through Workspaces quickly and easily using your mouse. Figure 2-a and the corresponding list provide an overview of the most common Livelink elements.
1.
Global Menus
These menus appear on almost every page in Livelink. Certain Workspaces and Livelink modules include thier own global menu, such as Projects and Task Lists. However, the following four menus always appear: Personal, allows you to access your Personal Workspace and information pages. Enterprise, allows you to access the Enterprise Workspace and the Users and Groups page. Tools, allows you to search Livelink, log out, and modify your Livelink settings. Help, allows you to access Livelink's context sensitive help (help for individual pages) and the Table of Contents (all help pages in Livelink). You can also view the About Livelink page, and send feedback to the Livelink Adminstrator via email. For more information about using the online help, see Accessing Online Help, page 74.
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2.
Quick Links Two hyperlinks appear below each global menu, and are used as shortcuts to a global menu item.
3.
Add New Item Menu This menu appears in every Workspace or container where you have the Add Item permission. You add items to Livelink by choosing them on this menu. You can also add Folders and Documents by clicking the Add Document icons next to the Add New Item menu. and Add Folder
4.
Functions Icon This icon appears beside every item and enables you to perform operations on the item based on your permissions. For more information about the items you can perform using the Functions icon, see Using the Functions Icon, page 21.
5.
Multiple Browse Views Multi-Browse views enable you to change your default view of items in Folders, Compound Documents, and the Personal, Enterprise, and Project Workspaces. For more information about Multiple Browse Views, see Working With Different Views, page 18.
6.
The Search Bar You can locate items anywhere in Livelink by typing a word or phrase in the Search Livelink text field, and then clicking the Go button. For more information about searching in Livelink, see Searching Livelink, page 25.
7. Navigation Systems The following types of navigation systems are available: Drop-down List, shows the system path to an item in a drop-down list, and appears by default. You can navigate to a level above your current location by clicking the Up One Level icon location in the drop-down list. , or you can move to a higher level by clicking a
Hyperlink Trail, shows the system path to an item in a "trail" that includes the item's name, its associated image, and a Functions icon. You can navigate to levels above your current location by clicking a link in the trail.
Note
The Administrator sets the navigation system for the entire Livelink community. If the Administrator allows users to override the navigation system, you can choose either navigation style on the My General Settings page.
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8.
Featured Items Featured Items appear in a separate section. If you are inside a Project, Sub-Projects will appear in the location where Featured items normally appear, and the section will be titled Sub-Projects. For more information about Featured items, see Classifying Featured Items, page 20.
9.
Hyperlinked Item Names Every Livelink item name is linked, which enables you to browse a container or open an item to view its contents.
under its icon with the Functions icon, and if applicable, the New
under its icon with the Functions icon, and if applicable, the New
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19
Category LiveReport
2. Click the Featured radio button for each item you want to classify as Featured, and then click the Update button.
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Viewing an Item
When you view an item in Livelink, you see an HTML version of it generated by Livelink. For this reason, certain formatting attributes of the original Document may be lost. However, viewing is often the quickest way to view a Documents content. To view a Document: 1. Click the Documents name. Livelink converts the Document to HTML format and displays it in your browser window. 2. To return to the previous page, click the browsers Back button. If the message Unable to convert displays, the file may be in a format that Livelink cannot display. In this case, try fetching the Document, as described in the following section. Note
Fetching an Item
Fetching allows you to open or save a Document from Livelink using its native application. The way your Web browser handles a Document that you fetch depends on the files format and the settings of your Web browser. If you experience problems fetching items, contact your Livelink Administrator. Note For some Document types, Microsoft Internet Explorer opens the Document in a formatted browser window instead of its native application.
To fetch a Document: 1. Click the Documents Functions icon, and then choose Fetch.
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Downloading an Item
To download a Document: 1. 2. Click the Documents Functions icon, and then choose Download. In the File Download window, do one of the following: To open the Document without saving, click the Open button. To save the Document to your computer, click the Save button, navigate to the location you want the Document saved, and then click Save.
Reserving an Item
When several Livelink users work with the same item, the reserve function prevents them from revising it at the same time. If you have the Reserve permission, you can reserve Documents, Compound Documents, and Workflows. You can reserve these items individually or by group name. When you reserve an item, you can download a copy to your local computer. When an item is reserved, others can still view, fetch, or download it, but they cannot add a new version to Livelink. Only the Livelink user or group who has the item reserved can unreserve it or add a new version of it to Livelink. The reserved icon appears next to the Document, indicating that it is reserved. On the Documents General Info page, the Reserved by field contains the Livelink user or group name under which it is reserved. To reserve a Document: 1. Click the Documents Functions icon, and then choose Reserve. 2. Click the name of the Livelink user or group that is reserving the Document in the Reserve By field.
3. 4.
Click the Download link to download a copy of the Document. Click the Submit button.
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Unreserving an Item
If you made changes to the item while it was reserved, you can add the revised version to Livelink when you unreserve it. To unreserve a Document: 1. Click the Documents Functions icon, and then choose Unreserve. 2. To add a new version of the Document, select the Add New Version check box, and then do the following: To add a description for the new version, type it in the Description field. Click the Browse button, navigate to the Document you are uploading, and then click the Open button. To modify the Categories or Attributes associated with the Document, click the Edit button. For more information about Categories and Attributes, see the Livelink User Online Help.
3.
Rating an Item
Recommendations and ratings help you locate and retrieve information in Livelink. They also give you a method with which to provide feedback about the information you find. To rate a Document: 1. 2. 3. 4. In the Enterprise Workspace, click a Documents Functions icon, and then choose Rate It. On the Ratings Info page, click a rating for the Document in the Rating drop-down list. To include a comment with your rating, type it in the Comment field. To include an explanation with your rating, type it in the Explanation field.
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5. Tip
Click the Submit button. You can also access the Ratings Info page by clicking a Documents Functions icon, choosing Info, and then choosing Ratings.
Info Types
An items Info page contains several tabs, each containing different types of information. The Info pages for different types of Livelink items vary. Table 2-2 describes the tabs that appear on the Info pages of an item. For more information about Info pages, see the Livelink User Online Help. Table 2-2: Info Page Tabs
Info Page General Description Displays information common to all Livelink item types. If you have the Modify permission for the Document, you can update the Name and Description fields, change where information about the Document appears, and whether or not certain types of information appear at all. Displays information unique to the item type. For a Document, this includes the Current Version number, Max. Versions, and MIME Type fields. The MIME type is stored with every Document in Livelink to tell the browser what type of file it is. If you have the Modify permission for the item, you can update the Max. Versions and MIME Type fields. Displays a log of operations affecting the item, dates when the operations occurred, and displays the name of the user who executed the operation. Typical events include Create, View, and Version Fetched. Your Livelink Administrator configures all audit settings. Lists the custom Categories that are applied to this item. Your Livelink Administrator defines each Category by adding one or more attributes to it. Lists an items aliases and generations.An alias is a shortcut to an item stored n Livelink. A generation is a locked version of an item. You cannot revise or delete a generation. Lists information about each of an items versions. By default, Livelink saves all versions of items added to Livelink. If you have the Delete Versions permission for an item, you can specify a maximum number of versions to keep, and Livelink will purge the older versions.
Specific
Audit
Categories
References
Versions
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Searching Livelink
Searching Livelink
You search Livelink to locate Documents, Folders, and other Livelink items. Your search can be as basic as finding similar items in a Workspace, or it can be constructed as a query, which is a set of search criteria that contains keywords, a complex query constructed with the Livelink Query Language, a question (natural language query), or any combination of these. For more information about queries, see the Livelink User Online Help. You access Livelink Search on the Search bar, which appears on most Livelink pages, or on the Livelink Search page. The Search bar allows you to execute a simple search, while the Search page allows you to build a more complex query. Note When you perform a search, the results are filtered so only the items for which you have the permissions to view appear on the Search Results page.
Basic Searching
Finding items that are similar to another item in a Workspace or on the Search Result page is the simplest way to search Livelink. When you search for similar items, Livelink returns a list of items that contain all or any of the five most unique key phrases (recurring words and word combinations) of the original item. If the original item has no key phrases, Livelink returns a list of the items that contain all or any of the words from the title of the original item. Note Finding items that are similar to another item in a Workspace may produce different results than searching for items that are similar to another item on the Search Result page.
To find a similar item: 1. 2. 3. Click the Functions icon, and then choose Find Similar. Type the term or phrase you want to search for in the Search Livelink release number for field. Click the name of the index you want to search in the drop-down list. Click the Go button. To search Livelink from the Search bar:
Advanced Searching
For more information about advanced searching, see the Livelink User Online Help. To search Livelink from the Livelink Search page: 1. Do one of the following: Choose Search on the Tools menu. Click the Advanced link on any Livelink Search bar.
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Searching Livelink
2. To change the way your search results display, click the Display Options button, modify any options, and then click the Save button. 3. To type search criteria in the form of a question, click the Natural Language Query link.
4. To choose a slice (subset of the index) to search, click the Scope link. If you do not specify a slice, Livelink searches the current version of all items in the Enterprise Index. The list of available slices may include the following, plus any custom slices created by your Administrator. Enterprise, which searches the most recent version of all items in the entire Enterprise Workspace. Enterprise [All Versions], which searches all versions of all items in the entire Enterprise Workspace. 5. Help, which searches the Livelink User Online Help. To see the lists and fields for searching system attributes, and to choose the search criteria from these fields, click the System Attributes link. Attributes are metadata, they contain information about Livelink items, such as the user name of the owner of an item or the date that the item was created. To see the Custom Categories lists and fields of search criteria, click the Categories link, click a Category in the drop-down list, and then choose a Category from the drop-down list below it.
6.
7. To search for XML content and select an XML DTD (document type definition) that specifies the regions you want to search, click the XML Types link. 8. To specify the method in which Livelink resolves your query, click a method in the Look For drop-down list. 9. To expand your query, click a modifier in the Modifier drop-down list.
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Searching Livelink
10. To minimize your query by searching only content (the information contained within items, such as the text of a Document) or metadata, click a search item in the Within drop-down list. 11. Type words or other search criteria in the Search field. 12. Click the Search button. The Search Result page displays the results ranked in order of relevance. You can view the items on a Search Result page by clicking its link. You can perform other functions the items by clicking an items Functions icon.
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Searching Livelink
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Chapter 3
Understanding Permissions
Permissions are the rules that define which users have access to different items in Livelink. Your permissions, as an individual user or a member of a group, determine if you can see and open, modify, delete, or change the permissions on certain items. By defining the appropriate permissions for your systems users and groups, the information inside Livelink is protected. Note Like permissions, privileges also define what a user can do in Livelink. However, permissions govern access to individual items, privileges apply to the Livelink system as a whole. For example, the ability to log in to Livelink is a privilege, as is the ability to add new users.
Understanding Permissions
29
Defining Permissions
Defining Permissions
Every item in Livelink has a record stored in the Access Control List (ACL). An items ACL determines which Livelink users and groups can access the item.When the user accesses the item, the ACL defines the users permissions for the item. Most often, the ACL of an item is based on the permissions of the container to which it is added. Initially, every item stored in Livelink has the following permissions:
Owner , the user that initially added the item to Livelink. Ownership of an item can transfer from one user or group to another. Owner Group , the item owners default group.
Public Access , specified when a user is created. If an item is Public Access Enabled, all users with the Public Access permission can view the item. You can modify an items Public Access status on the Permissions page. You can access the ACL for an item on its Permissions page, which lists the users and groups that have access to the item. When you click a user or groups link, you can see the specific permissions for that user or group, as shown in Figure 3-a. To view an items Permissions page: Click the Functions icon, and then choose Permissions. You can only access this page if you have the Edit Permissions permission. Note
30
Defining Permissions
Note
Permissions for Task Lists behave in a slightly different manner than Channels or Discussions. For more information about Task List permissions, see the Livelink User Online Help.
Understanding Permissions
31
Defining Permissions
Delete Reserve
All Document Management permissions are nested within the See permission, which means that if you do not have the See permission, you cannot perform any other functions. Similiarly, the Edit Permissions, Edit Attributes, Add Items, and Delete Versions permissions are nested within the Modify permission, and the Delete and Reserve permissions are nested within the Delete Versions permission.
Role-based Permissions
Role-based permissions apply to certain roles in a Project, such as Coordinators, Members, or Guests. Each role has set of specific functions that they can perform. For more information about Project roles, see Project Roles, page 56.
32
Chapter 4
33
Adding a Folder
Adding a Folder
You can add a Folder to any container where you have the Add Item permission. To add a Folder: 1. Do one of the following: 2. 3. Click the Add Folder button next to the Add New Item menu.
To provide a name for the Folder other than the default name, type it in the Name field. To add a description of the Folder, type it in the Description field.
4. To change the Folders icon, click the Select button, and then click an icon in the window that appears. 5. To modify the Categories or Attributes associated with the Folder, click the Edit button. For more information about Categories and Attributes, see the Livelink User Online Help. To add the Folder to a different location, click the Browse Livelink button, navigate to the container, and then click its Select link. Click the Add Item button.
6. 7.
34
Adding a Document
Adding a Document
You can add any type of file anywhere in Livelink that you have the Add Item permission. The stored file includes all of the attribute information, such as the file size, the date it was created, and the date it was last modified. To add a Document: 1. Do one of the following: 2. 3. 4. 5. Click the Add Document button next to the Add New Item menu.
To provide a name other than the file name, type it in the Name field. To add a description of the Document, type it in the Description field. Click the Browse button, navigate to the file, and then click the Open button. To modify the Categories or Attributes associated with the Document, click the Edit button. For more information about Categories and Attributes, see the Livelink User Online Help. To add the Document to a different container, click the Browse Livelink button, navigate to the container, and then click its Select link. Click the Add Item button.
6. 7.
To add a Text Document: 1. 2. 3. 4. 5. 6. Choose Text Document on the Add New Item menu. To provide a name other than the default name, type it in the Name field. To add a description of the Text Document, type it in Description field. Type text in the Text field. Click the type of text in the MIME Type drop-down list. A MIME type (Multipurpose Internet Media Extensions) tells a Web broswer what kind of file it is handling. To modify the Categories or Attributes associated with the Document, click the Edit button. For more information about Categories and Attributes, see Livelink Online Help.
35
Adding a Document
7. 8.
To add the Document to a different container, click the Browse Livelink button, navigate to the container, and then click its Select link. Click the Add Item button.
5. 6.
36
Adding a Document
To reorder items in a Compound Document: 1. Click the Compound Documents Functions icon, and then choose Reorganize. 2.
Type an integer in each items New text field to determine the order it appears in the list.
3.
To designate a Document or Text Document as the Master Document, select its Master Document check box. 4.
To set Livelink to automatically resequence the other items in the Compound Document, select the Sequential Numbering check box. 5. Click the Update button.
37
Adding a Document
38
Chapter 5
39
To add a name other than the default name, type it in the Name field.
3. 4.
To add a description of the Task List, type it in the Description field. To modify the Categories or Attributes associated with the Task List, click the Edit button. For more information about Categories and Attributes, see the Livelink User Online Help. To add a Task List to a different container, click the Browse Livelink button, navigate to the container, and then click its Select link. Click the Add Item button.
5. 6.
40
To add a Task to a Task List: 1. 2. 3. Click the Task List to which you want to add a Task. Click Task on the Add New Item menu. To provide a name other than the default name, type it in the Name field.
4.
To assign the Task to a specific Livelink user, do the following: Click the Choose User or Group icon .
41
5. 6.
Type your search term in the starts with field. Click the Find button. Click the Select link for the user or group to whom you want the Task assigned.
Click a month, day, year, and time in the Start Date and Due Date drop-down lists. Click High, Medium, or Low in the Priority drop-down list.
7.
Click Pending, In Process, Issue, On Hold, Completed, or Cancelled in the Status drop-down list. Note 8. 9. Note For information about status values, see Table 5-1, below. For more information about Milestones, see Adding a Milestone, page 43. To add a Milestone to the Task, choose one from the Milestone drop-down list. To provide instructions for completing the Task, type them in the Instructions field.
10. To provide comments about the Task, type them in the Comments field. 11. To attach another Livelink item, click the Browse Livelink button, navigate to the item, and then click its Select link. 12. To attach a file from your desktop, click the Browse button, navigate to the file, click its name, and then click the Open button. 13. To modify the Categories or Attributes associated with the Task List, click the Edit button. For more information about Categories and Attributes, see Livelink Online Help. 14. Click the Add Item button. Table 5-1: Task Status Values
Task Status Pending In Process Issue On Hold Completed Cancelled Description Work on the Task has not yet begun. Work on the Task has begun. Progress on the Task is at issue because of a setback or decision that must be made. Describe the issue in the Comments field. The Task is on hold because of a decision to temporarily stop work on the Task. The task is finished. The task no longer requires completion.
Note
When a Tasks status is Completed or Cancelled, it remains in the Task List, but no longer appears on the assignees Assignments page.
42
Editing a Task
You edit Tasks to indicate the start or completion of a Task assigned to you or to add comments about the Task. You can edit information on a Task page if you are the Task Lists creator, a Coordinator of the Project where the Task is located, or the user to whom the Task has been assigned. To edit a Task: 1. 2. 3. Tip Click the name of the Task you want to edit. On the Task page, change the Task information. Click the Update Task button. You can also edit a Task by clicking its Functions icon, and then choosing Edit.
Adding a Milestone
A Milestone can be used to associate a Task with a date or particular stage of a Project. To add a Milestone: 1. 2. Click the name of the Task List to which you want to add a Milestone. Click Milestone on the Add New Item menu.
3. 4.
To provide a name other than the default name for the Milestone, type it in the Name field. To provide a description for the Milestone, type it in the Description field.
5.
Click a month, date, year, and time in the Target Date drop-down lists to specify the target date. 6. To modify the Categories or Attributes associated with the Task List, click the Edit button. For more information about Categories and Attributes, see Livelink Online Help.
43
7. 8.
To place the Task List a different container, click the Browse Livelink button, navigate to the container, and then click its Select link. Click the Add Item button.
3.
Click a month, date, year, and time in the Current Date or Actual Date drop-down lists.
4.
3. 4.
To provide a name other than the default name for the Task Group, type it in the Name field. To add a description of the Task Group, type it in the Description field.
44
5.
To add a Milestone to the Task Group, click it in the the Default Milestone for Tasks drop-down list. 6. To modify the Categories or Attributes associated with the Task List, click the Edit button. For more information about Categories and Attributes, see Livelink Online Help. Click the Add Item button.
7.
45
46
Chapter 6
47
Discussions
Discussions
Discussions contain Topics and Replies, which are useful for tracking ideas and decisions made during the course of a Project. Discussions are most often added to Projects, but you can them to any Livelink location, if you have the Add Item permission for that location.
Adding a Discussion
To add a Discussion: 1. 2. Click Discussion on the Add New Item menu. To provide a name other than the default name, type it in the Name field.
3. 4.
To add a description of the Discussion, type it in the Description field. To modify the Categories or Attributes associated with the Task List, click the Edit button. For more information about Categories and Attributes, see Livelink Online Help. To place the Discussion in a different container, click the Browse Livelink button, navigate to the container, and then click its Select link. Click the Add Item button.
5. 6.
48
Discussions
Adding a Topic
Topics narrow the focus of a Discussion to a specific issue. For example, a Livelink user may want to add a Topic about sales figures of a specific diamond type to a Discussion on jewelry sales. When you post a Topic to a Discussion in a Project, anyone with access to the Project can view it, but only the coordinators and members can submit a reply. In other locations, your Livelink Administrator or the user who created the container where the Discussion is located determines who can access it. To add a Topic to a Discussion: 1. 2. 3. Click the Discussion to which you want to add a Topic. Click the Post Topic button . To provide a title for the Topic other than the default title, type it in the Subject field.
4.
5. To attach a Livelink item, click the Browse Livelink button, navigate to the item, and then click its Select link. 6. To attach a file from your desktop, click the Browse button, locate the file, click its name, and then click the Open button. 7. Click the Submit button.
49
Discussions
Displaying a Discussion
You can customize the display of Discussion Topics and Replies. To display a Discussion: 1. 2. Click the Discussion name. Click the time period you want to view the threads of a Discussion.
3.
4.
Select one of the following radio buttons: Topics Only, which displays only Topics. Unread Only, which displays all the unread Topics and Replies.
All, which displays all Topics and Replies, including those that you have already read. To display a Discussion Topic or Reply: 1. 2. Click the Discussion name. Click the Topic or Reply that you want to display.
The Current Selection icon points to the subject of the thread (a series of Topics and Replies related to a common subject) for the item currently displayed. The previous and next Topics are displayed adjacent to the thread. Note While you view a Topic or Reply, click an attachments link to view it. Items with attachments are marked with a paperclip icon .
50
Discussions
3. 4.
Type your reply in the Comments field. To attach another Livelink item, click the Browse Livelink button, navigate to the item, and then click its Select link.
5. To attach a file from your desktop, click the Browse button, navigate to the file, click its name, and then click the Open button. 6. Click the Submit button.
Marking as Read
If you select the Unread Only radio button, you may want to mark older Post Topics on a Discussion as read, even if you havent read them, so that you see only the more recent Topics and Replies. You can mark all current Discussion items as read by clicking the Mark Read button.
51
Polling
Polling
A Livelink Poll enables users to solicit and provide feedback on issues by putting them to a vote. By default, all Livelink users can create a Poll. The creator of a Poll can also grant other users the permission to modify it. Creating a Poll in Livelink occurs in two phases; you must first add the Poll to Livelink, and then edit the Polls information. A Poll can include more than one question, and each question can have multiple choices. The creator of the Poll can allow voters see the results before voting and add anonymous comments while voting. A Poll is an attachable item type, which means you can attach it to a News object, a Discussion Topic or Reply, or a Task, giving other users ready access to the Poll. For example, attaching a Poll to a Discussion enables users to access the Poll by clicking its link in the Attachments section on the Discussion page.
Adding a Poll
To add a Poll: 1. 2. Click Poll on the Add New Item menu. To provide a name for the Poll other than the default name, type it in the Name field.
3. 4.
To add a description for the Poll, type it in the Description field. To modify the Categories or Attributes associated with the Task List, click the Edit button. For more information about Categories and Attributes, see the Livelink User Online Help. To place the item in a location other than that which appears in the Create In field, click the Browse Livelink button, navigate to a container, and then click its Select link. Click the Add Item button.
After you add the Poll to Livelink, you must edit it to create its contents.
5.
6.
Note
52
Polling
Editing a Poll
Note If you edit the poll after votes have been cast, a message warns you that all previous votes will be deleted when you save your changes.
To Edit a Poll: 1. 2. Click the Polls Functions icon, and then choose Edit. To change the Polls name, type it in the Name field.
3.
To add instructions for the Poll, type them in the Instruction field.
4. Click the dates you want the poll to be active in the Effective Date and Expiration Date drop-down lists. Note 5. The Effective Date field must have a date in it in order for users to cast their votes.
In the Poll section, do the following: Type a question in the Question field. and
Type answer choices for the question in the Choices field. Use the buttons to add or delete questions and answer choices.
To specify the method that users will cast thier votes, click the Radio Button or Checkbox radio button in the Choice Selection area. Radio buttons allow users to choose only one answer choice, check boxes allow users to choose multiple answer choices. 6. Select one or both of the following check boxes:
53
Polling
Allow viewing the results before voting, which a allows voters to see the Polls results before casting their vote. Allow anonymous comments, which allows voters to submit anonymous comments. 7. To display an image on the Polling pages, click the Browse Livelink button, navigate the the image, and then click its Select link. To add alternative text to the image, type it in the ALT Text field. 8. Click the Submit button.
Voting in a Poll
If the Polls creator allows it, you can view the results of the votes that have been cast so far before you vote by clicking the View Results link. If allowed, you can also add comments by typing them in the Comments field at the end of the Poll. To vote in a Poll: 1. 2. Click the Poll name. For each question, click the radio button or select check boxes to vote. Tip 3. Radio buttons allow you to choose only one answer choice, check boxes allow you to choose multiple answer choices.
54
Chapter 7
55
Project Roles
Project Roles
All participants in a Project have a role. Each role, as described in Table 7-1, is given a set of default privileges, which enable that type of user to perform a specific set of functions. A Project Coordinator can change the default privileges for any role, giving other Coordinators, Members, and Guests additional capablities. Table 7-1: Project Roles
Role Coordinator Description Serves as a Projects leader. Coordinators can establish access privileges for a Project, define permissions for team participants, and edit the Project participant list. They can also change Project roles and add and modify all items contained in a Project. A Project can have more than one Coordinator. Participates in a Project. Members can add and modify all items in a Project. However, Members are only allowed to delete the items that they add. Can see all items in a Project, but cannot modify them.
Member
Guest
56
General Info
The first phase establishes the Projects name and description, and determines whether you want to create a new Project from a blank Template or use an existing Template. To add a Project: 1. 2. Click Project on the Add New Item menu. To provide a name for the Project other than the default name, type it in the Name field.
3. 4.
To add a description of the Project, type it in the Description field. Do one of the following: To create the Project from scratch, click the Blank Project radio button. To use an existing Template, click the Template radio button, click the Browse Livelink button, navigate to a Project Template, and then click its Select link.
5.
To modify the Categories or Attributes associated with the Task List, click the Edit button. For more information about Categories and Attributes, see Livelink Online Help. To add the Project to a different location, click the Browse Livelink button, navigate to a container, and then click its Select link.
6.
57
7.
Do one of the following: Click the Finish button. Click the Next button to continue to the Content page.
Content
The second phase sets the status indicator, establishes start and end dates and allows you to add general information for missions, goals, objectives, and initiatives. You can also add common items, such as Discussions, Task Lists, or Channels. To add content information (continuing from the General Info page): 1. 2. 3. To change the Projects status, click a status in the Status drop-down list. Click a month, day, and year in the Start Date and Target Date drop-down lists. To specify a mission statement, goals, objectives, or initiatives, type them in the respective text field: 4. Mission Goals Objectives Initiatives
To add a Discussion, Task List, or Channel to the Project, select the appropriate check box in the Options section. Note If you are creating a Project from a Project Template, the Options section does not appear. If the Project Template contains Name Substitution information, the labels from the Name Substitution Info page appear in this section. You can choose a different Project as the source by clicking the Browse Livelink button, navigating to the Project, and then choosing its Select link.
5.
Do one of the following: Click the Finish button. Click the Next button to continue to the Participants page.
Participants
During the third phase, you add internal and external participants to the Project. You can also set up Public Access and establish which participants recieve e-mail Notifications. To add participant information (continuing from the Content page): 1. In the Participants section, click one of the following radio buttons: Not now..., to add participants at a later time. Inherit Participants..., to add the participants whose permissions are based on the Projects container.
58
Add..., and then do the following: To add participants, click the Add Participants link. To modify the role or remove an existing participant, click the Edit Participants link.
2.
In the Public Access section, click one of the following radio buttons: Enabled, which allows the entire Livelink community to view the Project. Disabled, which allows only the Project participants to view the Project.
3. 4.
To send an e-mail Notification to the Project participants to advise them of their role, select the appropriate radio buttons in the E-mail Notification section. Do one of the following: Click the Finish button. Click the Next button to continue to the Presentation page.
Presentation
This phase allows you to specify Featured Sub-Items and banner information in the Project Workspace. To set Project Workspace settings (continued from the Participants page): 1. To specify the number of Featured Sub-Items that appear as links below a Featured item, click the appropriate radio button in the # of Featured Sub-Items field. 2. To specify information in the 1st Banner or 2nd Banner sections, do the following: To add an image, click the Browse Livelink button, navigate to an image, and click its Select link. 3. To add a description for the image, type it in the ALT Text field. To link the image to a Website, typ a URL in the Target URL field.
59
5. On the Project Add-Participants page, click a search method in the Find drop-down list.
6. 7.
Type your search term in the starts with field. Click the Find button. Livelink performs a case-insensitive starts with search. For example, typing a last name in the Last Name field displays information about Livelink users whose last name begins with an uppercase or lowercase with letter. A blank field retrieves all records of the type selected.
8. Click a role in each users Role drop-down that you want to add as a Project participant. 9. Click the Submit button. 10. The names and roles of the new participants appear in the left frame of the Project Add Participants page. 11. Click the Done button.
60
6.
61
3. 4.
To add a description for the Project Template, type it in the Description field. In the Source section, do one of the following: To specify the current Project as the source from which you are creating this Template, click the Project radio button. If you want to choose a different Project as the source, click the Browse Livelink button, navigate to a Project, and then click its Select link. To specify another Projects XML file as the source for this Template, click the File radio button, click the Browse button, navigate to the Projects XML file, and then click the Open button.
5.
To modify the Categories or Attributes associated with the Task List, click the Edit button. For more information about Categories and Attributes, see Livelink Online Help. To add the Project Template to a different container, click the Browse Livelink button, navigate to the container, and then click its Select link. Click the Add Item button.
6. 7.
62
63
64
Chapter 8
65
Notification Reports
Notification Reports
Each user is assigned a set of default Notification reports called Group Notification reports. These reports are configured for the Livelink user group to which you are added. Setting Notification for a group enables your Administrator to automatically deliver Notification reports to new users. If you modify your Personal Notification reports, you will no longer receive the default reports for groups to which you belong. Note The procedures in this chapter are written for Personal Notification reports. However, if you are a Coordinator of a Project, you can perform the same procedures for Project Notification reports from the Project menu.
66
Notification Reports
67
Setting Notifications
Setting Notifications
There are two steps involved in setting Notification. First you must modify a reports settings, and then you must modify its interests.
5.
If you are checking your Notification reports from Livelink, do the following: Select the Open a new HTML browser window when selecting links check box to display selected entries in a separate browser window. When you close the window, you return to the Notifications report page. If this check box is cleared, the selected entries appear in the same browser window as the Notification report. To return to the report, click your browsers Back button.
6.
If you want the report delivered to your e-mail address, select the E-mail Delivery check box, and then type your e-mail address in the E-mail Address field.
68
Setting Notifications
7.
Click one of the following in the E-mail Contents drop-down list: Plain Text Body Only, which sends messages without links to Livelink items. HTML Body Only, which sends messages with links to the Livelink items specified in your Notifications report. Note Do not choose this option if your e-mail cannot convert HTML tags into hyperlinks, or your report is displayed as HTML source code.
Plain Body with HTML attachment, which sends messages with an attached HTML icon linked to the Livelink page containing your Notifications report. 8. In the On these days, At these hours, and At these times sections, select the appropriate check boxes to set the times you want Notification reports to be generated. Click the Submit button.
9.
Do one of the following for each item: Choose <None> if you do not want to be notified of the event. Choose the name of the report that you want to notify you of the change.
69
Setting Notifications
3. Tip
70
Setting Notifications
To define specific interests: 1. 2. Click an items Functions icon, and then choose Set Notification. Do one of the following for each item: Choose <None> if you do not want to be notified of the event. Choose the name of the report that you want to notify you of the change.
71
Setting Notifications
72
Chapter 9
Getting Help
In addition to this guide and the Livelink Online Help, classes and Web-based tutorials are available. For more information about Livelink training, visit http://www.opentext.com/ training/.
Getting Help
73
74
Searching Help
If your Administrator has created a Help Index, you can search Livelink Online Help. A search field indicates that a Help Index is available. To search the Livelink Online Help: 1. 2. Choose either Contents or For This Page on the Help menu. Type the word or phrase for which you want help on in the Search field.
3.
The results are displayed in order of relevance. You can view any of the help topics by clicking the topics name.
Getting Help
75
76
Index
A
Access Control List Accessing Settings pages ACL, see Access Control List Add
Compound Document Discussion Discussion Topic Milestone Poll Project tab Task Task Group Task List Text Document Topic to Disccussion Add Items permission Add New Item menu Advanced search Alias icon Ascending icon Assignments page Attachable item type Audit tab
30
4
30
36
48
49
43
52
57
14
41
44
40
35
49
31
17
25
24
19
19
12
52
24
Collaboration tool Color Settings Compound Document icon outline reorder items Configure tabs Coordinator of a Project Copy items Copying a Document to a computer Create a Project Template Current Selection icon Custom view
55
5
36
19
37
36
14
56
21
21
62
50
13
D
Delete items Delete permission Delete Versions permission Descending icon Detail view Discussion
add add Topic display customizing the display icon mark Topics as read nested view replying to a Topic report view Topic Discussions page Document add display download fetch icons management permissions rate it unreserve view Download items Drop-down list navigation
21
32
32
19
4, 18
48
49
50
50
20
51
50
50
50
49
12
35
35
21
21
21
19
31
23
23
21
22
17
6, 6, 33,
B
Basic searching
25
C
Categories tab Category icon Changing the default view Changing your Livelink settings Changing your password Channel icon Clear Notification reports Clearing Notification report
24
20
4
4
9
19
67
71
5,
77
E
Edit Poll profile tabs Task Edit Attributes permission Edit Permission permission E-mail Project participants Enterprise menu Enterprise Workspace Export Project Template
I
53
15
14
43
31
31
61
16
4, 11, 12
63
Icons
Alias Ascending Category Channel Compound Document Current Selection Descending Discussion Folder Generation HTML document LiveReport Microsoft Excel Spreadsheet Microsoft Word Document Modified Modify Interests Modify Settings New News item Paperclip Personal Volume Project Query Reply Reserved Snapshot Task Task List Text Document Topic Uniform Resource Locator Up One Level Workflow Map Information page tabs Information pages
F
Favorites Favorites page Featured items Fetch Document Finding items Folder icon Folders Functions icon
13
12
18, 20
21
25
19
33
17
G
General profile General settings General tab Generation Generation icon Global menus Group notification Groups Groups page Guest of a Project
14
4
24
24
19
16
66
39
12
56
19
19
20
19
19
50
19
20
19
19
19
20
19
19
19
69
68
19
19
19
19
20
20
20
19
20
20
20
19
20
19
19
20
24
12
H
Help menu 16
Hierarchy of Document Management permissions
J
Java-based menus
32
HTML HTML Document icon Hyperlink trail navigation Hyperlinked item names
19
19
17
18
5, 18
78
L
Large Icon view Livelink elements Livelink functions Livelink items Livelink training LiveReport icon LiveReports Logging in Logging out
4, 18
16
11
19
73
20
12
2
3
plain body with HTML attachment plain text body view report Notification reports modify interests modify settings
69
69
66
66
69
68
O
Organize tabs
14
M
Master Document 37
Member of a Project 56
Microsoft Excel Spreadsheet icon 19
Microsoft Word Document icon 19
Milestone 39, 41, 43
modify dates 44
MIME type 24
Modified icon 19
Modify permissions 31
Move items 21
Multi-Browse functionality 18
Multiple Browse Views 17
Multipurpose Internet Mail Extension 24
MyQueries 12
MySnapshots 12
P
Paperclip icon Password requirements settings Permission type
Add Item Delete Versions Edit Attributes Edit Permissions Modify Reserve See See Contents Permissions delete view Personal menu Personal Notification report Personal profile Personal Volume icon Personal Workspace Personalize a Workspace Poll add edit vote Privileges Profile page
19
2, 9
9
9
31
32
31
31
31
32
31
31
29
32
30
12, 16
66
14
19
4, 11, 12
13
52
52
53
54
29
12
N
Natural language query Navigating Livelink Navigation styles Navigation systems New icon News item icon News page Notification clear reports HTML Body
26
12, 16
5
17
19
19
12
66
67
69
79
Project add add participants change participants role changing participant roles Coordinator Coordinators e-mail participants export Template Guest Guests icon Member Members Notification report participants roles Project Creation Wizard Project Template Project Wizard
Content General info Participants Presentation Project Workspace Projects page Public access
55
57
60
61
61
56
66
61
63
56
66
20
56
66
66
56
56
57
62
58
57
58
58, 59
11, 13
12
30
22
32
S
Saving Documents to a computer Search Bar Search Livelink Search page Search Result page Search results Search slice Search Templates page See Contents permission Sequential Numbering Settings
Color Discussion general password Workflow Show item descriptions on Detail View Similar items, finding Small Icon view Snapshot icon Specific tab Sub-Tasks
21
17, 25
25
25
27
26
26
12
31
37
5
6
4
9
7
5
25
4, 18
20
24
39
Q
Query Query icon Quick Links
T
25
20
17
Tabs add Audit Categories edit General organize References Specific Versions Task Task Group Task icon Task List adding icon Task List Workspace Task Lists page
R
Rate an item Recommendations page References tab Remove a tab Reorder Compound Document items Reply icon Replying to a Discussion Topic Reports page Reserve items Reserve permission Reserved icon Reserved Items page
23
12
24
14
36
20
51
12
22
32
19
12
14
24
24
14
24
14
24
24
24
39
44
20
39, 40
40
20
41
13
80
Template Text Document Text Document icon The About Livelink page Tools menu Topic displaying icon replying replying to discussion
62
35
19
4
16
51
50
20
51
51
Versions tab View Notification report View item information View items View permissions Vote in a Poll
24 66
24
21
30
54
W
Work item permissions Workflow
general page Map icon Overview page proxy settings Status page Working Working with different views Workspaces
31
7
20
7
7
7
13
65
18
11, 12
U
Uniform Resource Locator icon Unreserving an document Up One Level icon URL icon URL, see Uniform Resource Locator
19
23
17, 19
19
V
Versions information
24
81
82