Tools

There are various pages or folders available within the Tools tab:

Table 15. Functions available within the Tools tab

Page or Folder DescriptionBlu
Blueprints Blueprints are used to create as many Live Copies as necessary.
Designs 

Holds the list of designs defined, including the graphics and css files to be used.

Form Submissions Holds the list of form submissions received.
Importers  
 Bulk EditorLets you search for items and edit them in bulk. You can also export and import content (in bulk) into the repository.
 Offline ImporterThe offline importer enables you to import content from MS Word documents generated offline.
 Feed ImporterLets you import content from external web sources, which is regularly polls for new and updated content. For example, use the feed importer to import events from other web-based calendars into your CQ WCM calendars.
 Upgrade

Lets you specify the URL of a Communiqué 3 or 4 instance from within a new CQ5 instance. The content and basic functionality will then be upgraded and imported into your new CQ5 installation. The upgrade of customized functionality cannot be guaranteed and must be analyzed individually.

For further information see Chapter 4, Upgrading to CQ5.

External Link Checker Scans all content pages within your CQ instance and checks any external links. A list of valid and invalid links displays.
Newsletter Lets you notify users of newsletter updates or content changes.
Packages Shows the packages that have been loaded for CQ WCM. Similar to the information shown in CRX's Package Manager.
Replication  
Security  
 Account ManagerShows account management information, such as the emails sent to reset passwords, and so on.
Tags Lets you manage tags.
Workflow 

Bulk Editor

The Bulk Editor lets you search for and edit content from multiple pages simultaneously. In addition, you can export content into the repository using the bulk editor functionality. (Using the Product Listing component, you can also import content into the repository, but this is disabled for the Bulk Editor available in the Tools menu.)

This section describes how to work with the bulk editor in the Tools menu. Typically, administrators use the bulk editor to search and edit multiple items by populating the table using a GQL query and then by selecting the content items to work on. Users generally use the bulk editor as part of a customized bulk editor application accessible through the product listing component. See product listing. The Bulk Editor allows for very efficient editing when the visual page context is not needed.

The Bulk Editor lets you do the following:

  • Search for items using GQL (Google Query Language)

  • Make changes to content items directly in the bulk editor to any of those items and save those changes.

  • Export the results into a tab-separated (.tsv) spreadsheet file.

  • (Product Listing Component only) Import content from a .tsv spreadsheet file.

Example Use Case for the Bulk Editor

For example, if you need all the names and email addresses of users who filled out a particular survey, the Bulk Editor can provide that information and you can export it into a spreadsheet.

An example of such a use case is included in the Geometrixx web site:

  1. Navigate to the Support page and then to the Customer Service Satisfaction survey.

  2. In the Start Form paragraph, click the Action Configuration tab and then click Show Report.

  3. In this case, the bulk editor does not allow users to edit the content but only lets them export the information to a spreadsheet. The Bulk Editor is fully customizable.

How to Use the Bulk Editor

This section describes how to use the bulk editor and includes procedures for searching for and editing multiple content using the bulk editor, and exporting and importing content from a tab-separated spreadsheet.

How to Search For and Edit Multiple Content Using the Bulk Editor

To use the bulk editor to edit multiple items simultaneously:

  1. In the Tools tab, click the Importers folder to expand it.

  2. Double-click the Bulk Editor to open it.

    Table 16. Bulk Editor Properties

    FieldProperty
    Root PathIndicates the root path the bulk editor searches. For example, /content/geometrixx/en. The bulk editor searches over all child nodes.
    Query ParametersUsing GQL parameters, enter the search string you want the bulk editor to look for in the repository; for example, type:Page looks for all pages in the root path, text:professional looks for all pages that have the word "professional" in them, and "jcr:title":English looks for all pages that have "English" as the title. You can only search for strings.
    Content Mode check boxSelect this check box to read properties within the jcr:content sub node of the search results if exists. Use for pages only. Property names are prefixed with "jcr:content/"
    Properties/ColumnsSelect the check boxes for the properties that you want the bulk editor to return. The properties you select are the column heads in the results pane. By default, the node path is displayed in the results.
    Custom Properties/ColumnsEnter any other properties that are not listed in the Properties/Columns field. These custom properties appear in the results pane. You can add multiple properties by using a comma to separate properties. Note: If you add a custom property that does not yet exist, CQ WCM displays an empty cell. When you modify the empty cell and save it, the property is added to the node. The newly created property must respect node type constraints and property namespaces.


  3. Enter information in the fields, as appropriate. See the previous table for more information.

  4. Click Search. The Bulk Editor returns all the pages that meet your search criteria and displays them with the requested columns.

  5. Make any changes you would like to directly into any of the columns by double-clicking in the cell.

  6. Click Save to save your changes.

How to Export Content

You may need to export content and make changes to it in an Excel spreadsheet. For example, you may want to export a mailing list and change the area code of all the listed phone numbers directly in Excel, add additional lines, and so on.

To export content:

  1. Search for content as described in the section called “How to Search For and Edit Multiple Content Using the Bulk Editor”

  2. Click Export to export the changes into a tab-separated Excel spreadsheet. CQ WCM asks you where you want to download the file.

  3. Select the location and confirm that you want to download the file.

  4. After you download the file, you can open it from your spreasheet program, for example, Microsoft Excel. The spreadsheet program imports the file and converts it to a spreadsheet format.

How to Import Content

Importing is not available in the Bulk Editor Tool but only through the customized product listing component, which uses the bulk editor as its basis. You can import content from any tab-separated (.tsv) file. In order for importing to work properly, the column headings (first row of cells) must match the column headings of the table you're importing to.

[Important]Important

When you re-import content, you erase any previous content for those nodes. Be careful not to overwrite important information.

To import content:

  1. Either create a product listing paragraph or open an existing one. The product listing paragraph is not enabled by default. To enable it, see the section called “Developing Components”.

  2. In the product listing component, you see the list of existing information.

  3. Click Import.

  4. CQ WCM asks you to navigate to the file you want to import. Navigate to the .tsv file and click OK. The infomation is added to the product listing paragraph.

  5. Click OK to see the changes listed on the page.