Creating a Category

To create a new category:

1. On the Categories tab, click Create.

2. To base the category on an existing one, select a category from the Template list.

   If you do not want to base the category on an existing one, go to the next step.

3. In the Details area, enter a unique Name and Description for the category.

   If your Transform Content Center system uses an Oracle database, the name must not contain spaces and must not contain more than 30 characters.

4. Select Allow Blank Search to allow users to perform searches without entering any search criteria, or clear this setting to require users to enter search criteria in at least one index field.

   Note If a user leaves all the index fields in the search form blank, the search returns all the documents in a category. If the category contains a large number of documents, the search is likely to take a long time.

5. Edit the settings of existing indexes as required.

   For information about the index settings, see Editing a Category.

   Note that for default indexes, you cannot change settings that affect the information that is stored.

6. Delete any non-default indexes that you do not require in the new category. To do this, click the Delete button next to the index.

7. Add indexes to the category as required. See Editing a Category for information about how to do this.

8. Click Save.

See also:

• Managing Categories
• Default Indexes
• Editing a Category
• Deleting a Category
• Managing Category Access