Content Views

Overview

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

Creating a View

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

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

    Tip:  EXAMPLE
    If the shortname is 'test' and the template is 'search', the url will be /3sixty-discovery/view/search/test

  • Template: Which view template to use. Federated Search or Reporting Dashboard Templates.

  • Display Name (Optional): Enter the name you want displayed for this view in the views drop-down and in the views list in the left navigation menu. If no display name has been entered Discovery will use the short name.

  • Select a Search Connection: Select the Content Search Connection the view will use to perform searches. This connector should be set up prior to creating a Content View as not having one will prevent you from being able to save the view.

Configuring Views

View Builder

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

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

Section Widgets: The widgets in the section

Controls

  • +: Add the widget to the section

  • x: Remove the widget from the section

  • i: Widget information panel. It allows you to update the properties of the instance..

  • Double arrow: Widgets can be reordered by dragging up and down. This changes the order in which the widgets are loaded

Configuration

  • Short Name: The short name of the view.

  • Display Name: Display name of the view.

  • Connector: Search connector the view will use

  • Search on page load: The view will perform its base query (as configured on the search connection) when the page is first loaded.

  • Add Records Management: Only available with the Records Management module. Will be grouped with Records Management views on the federation dashboard.

Security

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

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

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

Content View Examples

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

Basic Search View: Will give you the search results of the files in the indexed repositories. This will allow users to filter these results in various ways. By Filename, file content, connector, and content type. It also gives users the option to perform actions on the files selected. Such as checking files in and out, editing and exporting file properties, preview and download content, upload files, save searches and create new views based on search results.
Setting up and using a Basic Search View Report

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

Connector Report Dashboard: Provides a report on the search connector in use. The report gives you a line graph of searches per day as well as search terms over the previous 4 days.
Setting up and using the Connector Report Dashboard

Clustering: Provides a visual representation of the data using clusters that the user can drill into by content tags.
More detail on the Clustering Content View

Related Articles:

Discovery Federated Search

Discovery Widgets