Working with Categories

Displaying categories

Click Categories in the sidebar to open the category tree for the selected knowledge base:

Creating a category

Important

New categories will not be available in the GKC plug-in until they have been assigned to a document.

	Click Create. Note: If you select a category from the category list before clicking Create, the new category will be created as a child of the category you selected.
	Enter values for the mandatory fields (marked by the red star), as well as any other fields you have data for.
	Click Save & Close or select one of the other options in the Save & Close button's drop-down menu.

Category Tree

A tree structure represents the hierarchical nature of categories in a graphical form. A Category Tree consists of one or more root categories, each of which can have subcategories under it.

From the category tree you can:

Create a parent category

	Create a new category or select an existing category to edit.
	Click Edit > Parent category.
	Search for and select one new parent category and click Ok. You can only select one parent category.
	Click Save & Close or select a different option from the Save & Close drop-down menu.

Move a category

	Select a category.
	Click the Cut button. The selected category will be grayed out.
	Select the parent category and click Paste.
	The selected category will be pasted as a child category under its new parent category. If the category that was moved includes child categories, the child categories will also be moved.

Convert a category from child to root

	Select category and click the Cut button. The selected category will be grayed out.
	Click Paste as root.
	The selected category will now be at the root level. If the converted category includes child categorie/subtrees, the categories/subtrees will also be moved.

Delete a child category

	Select the child category and click Delete.
	If the deleted category contains child categories, these child categories will also be deleted.

Translating categories

For a quick reference on how to:

You can reference the video below. Although the information in the video pertains to translating Documents, much of the process is the same —

Select a category to translate to the current language.

Click the arrow next to the Translate menu and choose one of the three types of translations from the list:

Translate (no source) - Creates a blank category in the selected language for manual translation.
Translate (with source) - Creates a copy of the source category, copying all the content into a newly created language version. Content then needs to be manually translated to the selected language.
Machine translate - Uses a machine translation service (needs to be configured by your administrator) to create a category in the selected language by translating the content of the original category.

Translate (no source)

	Click the arrow next to the Translate button in the toolbar and choose Translate (no source) from the menu.
	Enter values for the mandatory fields (marked by the red star), as well as any other fields you have data for.
	Click Save & Close or select one of the other options in the Save & Close menu.

Translate (with source)

	Click the arrow next to the Translate button in the toolbar and choose Translate (with source) from the menu.
	Manually translate the document fields using the source document content.
	Click Save & Close or select one of the other options in the Save & Close menu.

Machine translate

Important

This mode of translation is only available when your administrator has configured an external translation service to translate content.

	Click the arrow next to the Translate button in the toolbar and choose Machine translate from the menu.
	Make edits to the translated version of the document, if necessary.
	Click Save & Close or select one of the other options in the Save & Close menu.

Translating a category in compare mode

	Select a category to translate to the current language.
	Click the arrow next to the Translate button in the toolbar and choose Translate (no source) from the menu.
	Click the Compare button from the Category translation view.
	Click Machine translate or Translate (with source) from the menu.
	Make edits to the translated fields, if necessary. If you clicked Translate (with source), you must translate the content in the fields manually.
	Click Save & Close or select one of the other options in the Save & Close menu.

Category errors

When you save a category, the Knowledge Center CMS validates the values you have entered into its fields. It highlights any fields that contain errors by:

Marking their borders in red
Adding an error message below them

Viewing a category

To view the properties of a category, double-click the category in a list view or select the category and click View:

The category will look something like this:

In addition to its properties, you can see a list of the documents that belong to the category. Click a document's name to open it.

Category history

While you are viewing a category, you can click the History button:

This displays all of the versions of the category:

Select a version to see its contents. A history drop-down menu shows which version you are looking at:

Each line in the history drop-down shows the following information about the version:

Approval status (1)
How many days ago the version was created (2)

Category version rollback

Important

This functionality is available starting with the 9.0.001.xx release of the product.

	From the category view click the History button.
	The Rollback button is displayed immediately to the right of the history drop-down menu.
	Select a historical version from the history drop-down menu.
	The Rollback button is enabled after a historical version of the category is selected. Click the Rollback button.
	The new historical version of the category is created, which is a copy of the source version. A notification is displayed which indicates that the current version of the category is a rollback version and provides a link to the source version of the current category's revision.