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Version: V12

Managing Categories in VIDIZMO

VIDIZMO enables users to define categories or subcategories for published media at the portal level. This functionality allows for the classification, organization, and segregation of media content, enhancing the users' ability to search and sort relevant media. Users can create, modify, or delete categories and subcategories, individually or in a hierarchical structure.

In VIDIZMO, users can apply access rights to a specific category, treating it as a folder to organize videos. Permissions can be set at the main category level, determining access for everything within it, including subcategories and content. VIDIZMO accommodates uncategorized content, allowing it to exist without being bound to a specific category. This uncategorized content can be easily filtered through the media manager, giving users a more flexible and dynamic approach to content organization.

Prerequisites​

Ensure you belong to a group with Category Management feature enabled, or have a CAL that grants this feature's permission.

NOTE: Users with contributor roles can upload media files and manage corresponding media settings. Moderators have the authority to moderate all published content and upload media files within a specific category. Both viewers and moderators can create playlists and collections, which can be assigned to the default category.

Create a Category​

  1. Select the navigation menu.
  2. Expand Admin.
  3. Select Portal Settings.
  4. Expand Library.
  5. Select Categories to access the dedicated category creation interface.
  6. Select Add Category to create a new category.

Basic Settings​

  1. Enter a Title for the new category.
  2. Enter a Description detailing the category.
  3. The creator's name is pre-populated. Edit as necessary.
  4. Select Save to create the category.

Manage Category Options​

Access and Sharing​

The Access and Sharing tab within the Category Settings provides a comprehensive control suite for managing the availability, accessibility, and sharing aspects of categories.

Who Can Access It?

  • All Account and Portal Viewers - Enable all registered users on the portal and the Parent-Portal (Account) to view and access the category. All category content will be accessible.
  • All Portal Viewers - Enable to allow all registered viewers to access the category.
  • Anonymous Viewers - Allows anonymous viewers to see the categories and their content. Anonymous users can only view, not access, the categories. If subcategories inherit the rights of the main categories with anonymous viewer access, anonymous users can also view the subcategories and their content.
  • Limited Share Only - Enable to allow the uploader to set limited sharing for the category. In case of limited sharing, moderator plus users will have access to the categories.

How to Access It?

  • From Portal Library - Each portal has a dedicated media library where users can search for published media files. Enabling this option grants users access to the category from the portal library.
  • Featured Mashup - On the portal's homepage and the category homepage there is a featured presentation list of media files and categories. Enabling this option allows users to access the categories from the homepage's featured list.

Branding​

The Branding tab within the Settings provides a comprehensive control suite for branding a category.

  1. Prior to adding a category, select the Gear Icon adjacent to Categories to enable branding options.
  2. Within the Category Settings modal, configure the following options:
    • Allow Category Branding - Enables advanced options to set your category's header, background, logo, and custom styling.
    • Show Content Count on Categories - Displays the count of categories in the library/media manager.
    • Sum Up Categories Content Count - Consolidates the counts of subcategories (child categories) into the count of the main (parent) category. When activated, it includes the subcategory counts in the total count of the parent category. When deactivated, it displays only the count specific to that individual category.
    • Enable Count for All Categories Across the Portal - When enabled, allows end users to view the total number of content items displayed for each category across the portal.
  3. Select Update to finalize and apply the configured category settings.

In the Branding tab while creating or editing a category, you can customize category branding by uploading the required items:

  • Thumbnail and Background Image - Add a thumbnail image and background image to personalize the visual representation of the category.
  • Banner - Integrate a banner for additional visual customization.
  • Custom CSS - Apply custom CSS to implement specific styling preferences.

For more information, see How To Brand a Category.

Custom Attributes​

In the Custom Attribute tab, under the field of "Custom User-Defined Attribute Name," a custom attribute with this name is created for content, facilitating search within VIDIZMO. The system utilizes the source system's ID as the value for this user-defined attribute, enabling quick location of specific content. Categories can be searched using their IDs. To search for categories that have been ingested in VIDIZMO, you can use the source ID when creating categories in the custom attribute field.

Create a Subcategory​

  1. Navigate to the desired main category. Hover over the category to reveal the Add button.
  2. Select Add to initiate the creation of a subcategory.
  3. Follow the process outlined in the Create a Category section above.
  4. In the Access and Sharing tab, toggle Inherit Access Rights to either enable or disable inheritance from the main category:
    • Enabled - The same access rights as the main category will apply to the subcategory.
    • Disabled - Define custom access rights for the subcategory.
  5. Select Save to complete the subcategory creation.

Subcategories will be displayed beneath the main category in the category list.

Edit a Category​

  1. Navigate to the desired category. Hover over the category to reveal the Edit button.
  2. Select Edit to make modifications to the category.
  3. Edit the Basic Settings tab and Branding tab as desired, similar to the process outlined when creating a category.

Limited Sharing​

Within the Access and Sharing tab, you can define granular access for users, groups, and external audiences if you want to grant limited sharing permissions.

NOTE: When the "Inherit Parent Access Rights" option is enabled for a child category, the inherited limited share is visible exclusively in that context. To maintain the integrity of inheritance, enabling it only disables viewing access, but a user can grant access rights to the child category.

  1. Specify the usernames or groups you wish to restrict from sharing the category or subcategories. These designated users and groups will be the only ones granted access to these categories.
  2. Customize user permissions by adjusting the selected user's permissions from the Editor interface:
    • Editor
    • Limited Viewer
    • Limited Editor
  3. Modify the enable/disable permissions for that user. These changes will be applied to the content within the specified category.

NOTE: When inheritance of access rights is enabled for subcategories, the editing and deleting options for these subcategories within the limited share modal are disabled. This ensures that their inherited access rights remain consistent with the main category, preventing modifications to the child's content.

For more information, see Limited Sharing with Viewing & Editing Rights.

  1. Select Save Changes to apply the modifications.

Delete a Category​

  1. Navigate to the desired category. Hover over the category to reveal the Delete button.
  2. Select Delete.
  3. In the modal window, choose one of the following options:
    • Delete all subcategories and content within the category - The system will remove the chosen category, its subcategories, and all associated content.
    • Choose where content relocates - Select the desired category to which the content will be moved. The system will relocate the content from the chosen category to the specified category.
  4. To delete a category and relocate its content to the media library (root), select Delete. Alternatively, choose another category from the list to move the content.

Inherited Rights Options​

When deleting a category and relocating the content to the media library (root), users will encounter a prompt to decide whether to preserve or delete access rights associated with the content. Content within the category inherits rights from the main category.

  • Delete Inherited Rights - Deletes the inherited rights from the main category.
  • Retain Inherited Rights - Content retains the rights inherited from the main category while moving to the root. The selected category will be deleted.

NOTE: If the toggle for inheriting access rights is disabled in the case of a child category, and you choose to retain inherited rights while deleting, the limited sharing rights will be preserved if previously configured.

  1. Select Delete to finalize the deletion.

Portal Security Policy for Categories​

Within the VIDIZMO portal, updates to security policies affect uncategorized content, main categories, and subcategories with disabled inheritance. When users modify portal security policies, they can set viewing access for categories, uncategorized content, and all content, providing precise control over access. This granular control ensures the alignment of security policies with specific access configurations in the portal.

For more information, see Understanding Portal's Security Policy.

Configure Security Policy​

  1. Select the navigation menu.
  2. Expand Admin.
  3. Select Control Panel.
  4. Select Security.
  5. Select Security Policy to access the dedicated security policy interface.
  6. Select Update to establish the security policy governing viewing access for categories and uncategorized content within the portal.
  7. Choose the preferred option to configure viewing access:
    • Leave existing viewing as it is - The security policy will be applied to any new category created, maintaining the current settings for existing views. This impacts any new category or content published in the portal.
    • Updating viewing access on all categories - The security policy will be applied to both existing and newly created categories.
    • Updating viewing access on all uncategorized content - The security policy will be extended to cover all existing uncategorized content, as well as any newly uploaded content that remains uncategorized. Only the viewing access will be modified.
    • Updating viewing access on all categorized and uncategorized content - The security policy will be applied to both existing categories and uncategorized content, as well as any newly uploaded content.
  8. Select Confirm to apply the changes.

View Categories​

To access and view media content within categories:

  1. Select the navigation menu.
  2. Expand Admin.
  3. Select Media Manager.
  4. Within the Published tab of the Media Manager, categories are displayed in the left panel alongside their respective content. To view subcategories, expand the main category as needed.

Bulk Edit Access Rights​

To efficiently manage and modify access rights for multiple media files with respect to categories:

  1. Navigate to the Media Manager within the Published tab.
  2. Select the desired set of media files that require access rights editing.
  3. Access the header menu and select Settings.
  4. Within the Basic Settings tab, designate the appropriate categories for relocating the selected bulk media files.
  5. In the Access and Sharing tab, leverage the following options:
    • Inherit Access Rights - Toggle this option as needed.
    • Who Can Access It? - Specify the intended audience.
    • Limited Sharing - Configure sharing limitations.
    • How to Access It? - Define the access method.
  6. Select Save and Close to apply the changes.

NOTE: The previous access rights for the selected bulk media files will be overridden, and the newly configured access rights will take effect. In the case of inheriting access rights, the existing settings will be replaced by the newly applied changes for the media files.

NOTE: Customize access rights while uploading media for instant control. Specify the category to organize storage efficiently. The access rights set during upload will govern the media file's behavior, regardless of its category.

Set Default Category​

Mark a New Category as Default​

To designate a category as the default selection, select Set as Default when creating it within the Basic Settings tab. The category designated as default will be visibly labeled as such.

Mark an Existing Category as Default​

To designate an existing category as the default:

  1. Select the desired category to reveal its options.
  2. Select Set as Default adjacent to it.

Remove a Category from Default Status​

To remove a category from default:

  1. Select the desired category to reveal its options.
  2. Select Remove from Default adjacent to it.

Order Categories and Subcategories​

To order categories or subcategories on the categories page:

  1. Locate the category or subcategory you want to reorder.
  2. Select and hold the category or subcategory.
  3. Drag it to the desired position. A placeholder will appear indicating the new position.
  4. Release to drop it in place.

Change a Subcategory to a Main Category​

  1. Pick up the subcategory you want to move.
  2. Drag it above the main category level.
  3. Release to drop it in place.

The subcategory will now become a main category.

Change a Main Category to a Subcategory​

  1. Pick up the main category you want to move.
  2. Drag it to the desired position under another main category.
  3. Release to drop it in place.

The main category will now become a subcategory.

NOTE: If you move a subcategory that contains further subcategories, the contained subcategories will remain as subcategories. The moved subcategory will become the main category.

See Also​

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