4.6. Categories

Category is a particular classification arranged in a hierarchical structure and help end-users easily organize their content.

There are 2 ways to create a category tree:

Configuring a category tree via XML configuration files

  1. Create categories-configuration.xml under custom-extension.war!/WEB-INF/conf/myacme-conf/wcm/.

  2. Add external-component-plugins for the category tree to the custom-extension.war!/WEB-INF/conf/myacme-conf/wcm/categories-configuration.xml as follows:

    
    <external-component-plugins>
      <target-component>org.exoplatform.services.cms.taxonomy.TaxonomyService</target-component>
      <component-plugin>
        <name>TaxonomyPlugin</name>
        <set-method>addTaxonomyPlugin</set-method>
        <type>org.exoplatform.services.cms.taxonomy.impl.TaxonomyPlugin</type>
        <init-params>
          <value-param>...</value-param>
          <object-param>...</object-param>
        </init-params>
      </component-plugin>
    </external-component-plugins> 

    You can view the sample in $PLATFORM_TOMCAT_HOME/webapps/acme-website.war!/WEB-INF/conf/acme-portal/wcm/taxonomy/acme-taxonomies-configuration.xml or here.

  3. Define the repository, workspace, name of the tree and its JCR path via value-param.

    For example, create a category tree named powers:

    
    <value-param>
      <name>autoCreateInNewRepository</name>
      <value>false</value>
    </value-param>
      <value-param>
      <name>workspace</name>
      <value>collaboration</value>
    </value-param>
      <value-param>
      <name>path</name>
      <value>/sites/acme/categories</value>
    </value-param>
      <value-param>
      <name>treeName</name>
      <value>powers</value>
    </value-param>
  4. Configure permissions for each group of users in the site, and the triggered action when a new document is added to the category tree via object-param.

    For example, set permission for the powers category tree:

    
    <object-param>
        <name>permission.configuration</name>
        <object type="org.exoplatform.services.cms.taxonomy.impl.TaxonomyConfig">
            <field name="taxonomies">
                <collection type="java.util.ArrayList">
                    <value>
                        <object type="org.exoplatform.services.cms.taxonomy.impl.TaxonomyConfig$Taxonomy">
                            <field name="permissions">
                                <collection type="java.util.ArrayList">
                                    <value>
                                        <object type="org.exoplatform.services.cms.taxonomy.impl.TaxonomyConfig$Permission">
                                            <field name="identity">
                                                <string>any</string>
                                            </field>
                                            <field name="read">
                                                <string>true</string>
                                            </field>
                                            <field name="addNode">
                                                <string>false</string>
                                            </field>
                                            <field name="setProperty">
                                                <string>false</string>
                                            </field>
                                            <field name="remove">
                                                <string>false</string>
                                            </field>
                                        </object>
                                    </value>
                                    <value>
                                        <object type="org.exoplatform.services.cms.taxonomy.impl.TaxonomyConfig$Permission">
                                            <field name="identity">
                                                <string>*:/platform/administrators</string>
                                            </field>
                                            <field name="read">
                                                <string>true</string>
                                            </field>
                                            <field name="addNode">
                                                <string>true</string>
                                            </field>
                                            <field name="setProperty">
                                                <string>true</string>
                                            </field>
                                            <field name="remove">
                                                <string>true</string>
                                            </field>
                                        </object>
                                    </value>
                                    <value>
                                        <object type="org.exoplatform.services.cms.taxonomy.impl.TaxonomyConfig$Permission">
                                            <field name="identity">
                                                <string>*:/platform/web-contributors</string>
                                            </field>
                                            <field name="read">
                                                <string>true</string>
                                            </field>
                                            <field name="addNode">
                                                <string>true</string>
                                            </field>
                                            <field name="setProperty">
                                                <string>true</string>
                                            </field>
                                            <field name="remove">
                                                <string>true</string>
                                            </field>
                                        </object>
                                    </value>
                                </collection>
                            </field>
                        </object>
                    </value>
                </collection>
            </field>
        </object>
    </object-param>

    When you create a new category, you will add a pre-configured exo:taxonomyAction to the root node of the category tree. This action is triggered when a new document is added to anywhere in the category tree. The default action moves the document to the physical storage location and replaces the document in the category tree with a symlink of the exo:taxonomyLink type pointing to it. The physical storage location is defined by a workspace name, a path and the current date and time.

    For example, configure actions for a document added to the powers category tree:

    
    <object-param>
        <name>predefined.actions</name>
        <description>description</description>
        <object type="org.exoplatform.services.cms.actions.impl.ActionConfig">
            <field name="actions">
                <collection type="java.util.ArrayList">
                    <value>
                        <object type="org.exoplatform.services.cms.actions.impl.ActionConfig$TaxonomyAction">
                            <field name="type">
                                <string>exo:taxonomyAction</string>
                            </field>
                            <field name="name">
                                <string>taxonomyAction</string>
                            </field>
                            <field name="description">
                                <string></string>
                            </field>
                            <field name="homePath">
                                <string>collaboration:/sites/acme/categories/powers</string>
                            </field>
                            <field name="targetWspace">
                                <string>collaboration</string>
                            </field>
                            <field name="targetPath">
                                <string>/sites/acme/web contents</string>
                            </field>
                            <field name="lifecyclePhase">
                                <collection type="java.util.ArrayList">
                                    <value>
                                        <string>node_added</string>
                                    </value>
                                </collection>
                            </field>
                            <field name="roles">
                                <string>*:/platform/users</string>
                            </field>
                            <field name="mixins">
                                <collection type="java.util.ArrayList">
                                    <value>
                                        <object type="org.exoplatform.services.cms.actions.impl.ActionConfig$Mixin">
                                            <field name="name">
                                                <string>mix:affectedNodeTypes</string>
                                            </field>
                                            <field name="properties">
                                                <string>
                                                    exo:affectedNodeTypeNames=nt:file,acme:contact_us,exo:cssFile,exo:htmlFile,exo:jsFile,exo:webContent,exo:pictureOnHeadWebcontent,acme:product,exo:link
                                                </string>
                                            </field>
                                        </object>
                                    </value>
                                </collection>
                            </field>
                        </object>
                    </value>
                </collection>
            </field>
        </object>
    </object-param>
  5. Describe the structure and names of the categories and configure their permissions inside your category tree.

    
    <object-param>
        <name>taxonomy.configuration</name>
        <description>configuration predefined taxonomies to inject in jcr</description>
        <object type="org.exoplatform.services.cms.taxonomy.impl.TaxonomyConfig">
            <field name="taxonomies">
                <collection type="java.util.ArrayList">
                    <!-- Defense taxonomy -->
                    <value>
                        <object type="org.exoplatform.services.cms.taxonomy.impl.TaxonomyConfig$category">
                            <field name="name">
                                <string>DefenseTaxonomy</string>
                            </field>
                            <field name="path">
                                <string>/Defense</string>
                            </field>
                            <field name="permissions">
                                <collection type="java.util.ArrayList">
                                    <value>
                                        <object type="org.exoplatform.services.cms.taxonomy.impl.TaxonomyConfig$Permission">
                                            <field name="identity">
                                                <string>any</string>
                                            </field>
                                            <field name="read">
                                                <string>true</string>
                                            </field>
                                            <field name="addNode">
                                                <string>false</string>
                                            </field>
                                            <field name="setProperty">
                                                <string>false</string>
                                            </field>
                                            <field name="remove">
                                                <string>false</string>
                                            </field>
                                        </object>
                                    </value>
                                    <value>
                                        <object type="org.exoplatform.services.cms.taxonomy.impl.TaxonomyConfig$Permission">
                                            <field name="identity">
                                                <string>*:/platform/administrators</string>
                                            </field>
                                            <field name="read">
                                                <string>true</string>
                                            </field>
                                            <field name="addNode">
                                                <string>true</string>
                                            </field>
                                            <field name="setProperty">
                                                <string>true</string>
                                            </field>
                                            <field name="remove">
                                                <string>true</string>
                                            </field>
                                        </object>
                                    </value>
                                    <value>
                                        <object type="org.exoplatform.services.cms.taxonomy.impl.TaxonomyConfig$Permission">
                                            <field name="identity">
                                                <string>*:/platform/web-contributors</string>
                                            </field>
                                            <field name="read">
                                                <string>true</string>
                                            </field>
                                            <field name="addNode">
                                                <string>true</string>
                                            </field>
                                            <field name="setProperty">
                                                <string>true</string>
                                            </field>
                                            <field name="remove">
                                                <string>true</string>
                                            </field>
                                        </object>
                                    </value>
                                </collection>
                            </field>
                        </object>
                    </value>
                    <!-- Defense/Vision taxonomy -->
                    <value>
                        <object type="org.exoplatform.services.cms.taxonomy.impl.TaxonomyConfig$Taxonomy">
                            <field name="name">
                                <string>VisionTaxonomy</string>
                            </field>
                            <field name="path">
                                <string>/Defense/Vision</string>
                            </field>
                            <field name="permissions">
                                <collection type="java.util.ArrayList">
                                    <value>
                                        <object type="org.exoplatform.services.cms.taxonomy.impl.TaxonomyConfig$Permission">
                                            <field name="identity">
                                                <string>any</string>
                                            </field>
                                            <field name="read">
                                                <string>true</string>
                                            </field>
                                            <field name="addNode">
                                                <string>false</string>
                                            </field>
                                            <field name="setProperty">
                                                <string>false</string>
                                            </field>
                                            <field name="remove">
                                                <string>false</string>
                                            </field>
                                        </object>
                                    </value>
                                    <value>
                                        <object type="org.exoplatform.services.cms.taxonomy.impl.TaxonomyConfig$Permission">
                                            <field name="identity">
                                                <string>*:/platform/administrators</string>
                                            </field>
                                            <field name="read">
                                                <string>true</string>
                                            </field>
                                            <field name="addNode">
                                                <string>true</string>
                                            </field>
                                            <field name="setProperty">
                                                <string>true</string>
                                            </field>
                                            <field name="remove">
                                                <string>true</string>
                                            </field>
                                        </object>
                                    </value>
                                </collection>
                            </field>
                        </object>
                    </value>
                </collection>
            </field>
        </object>
    </object-param>

    This configuration shows you how to add the Defense category and its Vision sub-category to the power category tree and how to set the permission for these categories.

  6. Register categories-configuration.xml into custom-extension.war!/WEB-INF/conf/configuration.xml.

    
    <import>war:/conf/myacme-conf/wcm/categories-configuration.xml</import>

See also

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