Managing Basic Info


In Basic Information, you can manage the DTV basic information for the current OU, including creating and managing groups, folders, and tags.

Prerequisites


Before managing basic information, ensure that the account has the Operation Management permission for DTV.

Managing Groups


Groups are used to control the management permissions of pages and templates in the DTV configuration state. Users with group management permissions can view, create, and manage folders, pages, templates, and so on under the groups.


Follow the steps below to create a group:

  1. In the Commonly Used list on the right side of the DTV Center, select Basic Information.

  2. Go to the Groups tab.

  3. On the Groups tab, select New Group to define the Name and ID of the group in the pop-up window.


After creating the group, you can select the group when Managing Folders, Creating a Dashboard, or Creating a Single-Page Application. Folders, pages, and templates under a group can be viewed only if the user has permission for that group.

If you wish to make your pages and templates public within the OU, you can select Ungrouped. Resources in Ungrouped are publicly visible within the OU. Folders, pages, or templates created previously will be categorized as Ungrouped.


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Groups only manage permissions in the configuration state. Viewing pages in the runtime state, or referencing pages in other pages, is not affected by grouping.

Managing Folders


Folders are used to categorize pages. Multiple dashboard pages, form pages, and single-page applications can be stored in one folder. Only users with the DTV Operation Permission Management permission can create, edit, and delete folders within the OU.


Follow these steps to manage folders:

  1. In the Commonly Used list on the right side of the DTV Center, select Basic Information.

  2. Go to the Groups tab.

  3. Expand a group and select the Page Folder or Template Folder tab, select Create Page Folder or Create Template Folder. Define the Name, Belonged Group, and ID of the folder in the pop-up window.


After creating a folder, only accounts with resource management permission for the Folder can select this folder when creating a page. If necessary, you can contact the OU administrator to assign resource management permission for this folder to the current account in Admin Console > Resource Permissions.

Managing Tags


Tags support quick search for related pages and templates based on tags. DTV provides two types of tags:

  • Custom Tag: A tag created in this OU.

  • Public Tag: A tag for widget templates across all OUs.

All users can add custom tags or use existing tags when creating folders, pages, or templates. Only users with DTV operation management permission can view the list of all tags within the OU, and create and manage custom tags.


Follow these steps to create a custom tag:

  1. In the Commonly Used list on the right side of the DTV Center, select Basic Information.

  2. Go to the Tags tab.

  3. On the Custom Tag tab, select New Tag to define the Name of the tag in the pop-up window.