Introduction

Categorization engine allows entities such as channels and media to be grouped by user-defined categories to facilitate more advanced filtering. The user needs to have appropriate permissions to view and modify categories as well as assign categories to different entities. Domain Admin has permission under all domain components including categories. Usually, the domain level menu is not visible for the user with project permissions. However, if the user has project permissions for categories, then the domain menu with the categories will be visible and available. A category can be created, deleted, renamed or moved between nodes also depending on user permissions .

To create a category, first you have to open the Categories page. In order to do that, select Categories from the domain menu. Creating categories depends on user’s project permissions.

This opens the Categories page. For every new domain, only the default category Media is listed.

Adding new category node:

1. Go with the cursor over the chosen category for associated tools to appear.

1. Click on the ‘+’ icon next to the category name and new field will appear below.

1. Rename the default given name ‘New Category’.

1. Press on ‘Save’ button for changes to be permanent.

In order to rename, change place in the tree or import category trees, category→Write checkbox has to be checked in Rolls→Username→Permissions.

Renaming a Category:

1. Click on the Category name in the Category tree to set the name label in editing mode.

1. Enter a suitable name

1. Press Enter or click out of the field to change the focus.

1. Press on ‘Save’ button to make changes permanent.

A user can also change the location of existing categories and category subtrees by dragging the selected subtree and dropping it to another location in the tree.

All changes you make will be permanent only if you press on save button.

To delete a category or category subtree, a user has to have permission ‘Delete’ checked for the category. All and Media nodes in Category tree view cannot be deleted. That is a privilege only for the custom categories and can be done by pressing on the ‘x’ button next to the category. The user must press Save in order for the changes to be permanent.

Category Export: You can export any selected Category node and all its sub-categories to an XML file.

Categories can be exported in two ways:

Export from selected category:

1. Select the Category node and press on ‘Export from selected category’ option.

1. The XML document will be downloaded and its name will contain the domain name under which the category subtree is and the name of the root category of this subtree.

Export full tree:

1. Select ‘Export full tree’.

1. The XML document will be downloaded and its name will contain the domain name under which the category tree is and the name of the root category of this tree (in this case the root ‘All’).|

Category Import: You can also import category trees from the XML file.

Categories can be imported in two ways:

Import at selected category:

1. Select the Category node and choose ‘Import Category’→‘Import at selected category’. - A file browser will be open|

1. Select the chosen XML document and press OK. - In a few seconds, you can see the newly added tree.|

Import full tree (replaces current tree)

1. You can import an XML of saved Category tree so that it replaces your existing tree. Category selection is not needed for this option.

NOTE: For all changes to be permanent, the user has to press Save.

Categories can be assigned to channels.

Assigning categories to channels:

1. Open Channels from either domain or project level.

1. From Channels list view open one channel settings page (with double click on its row or with right click→New Tab / New Window).

1. Open the ‘Category Settings’ tab.

1. Select any or all categories by selecting the category checkboxes. For changes to be permanent they need to be saved either by the press in on ‘Save’ icon or with Ctrl-S shortcut.

More than one category can be assigned to one channel and the same category can be applied to multiple channel entities.

Searching channels by category:

1. Go to the Channels page from either domain or project level.

1. Open the ‘Search by Category’ tab from the right panel directly by pressing on ‘Category Search’ icon from the left menu, or by selecting a channel row first and clicking on the ‘Search by Categories’ tab.

1. Check any or all categories filters on the right panel

The Channels list view will return a filtered search with the channel that matches the category selection.

1. Uncheck all categories to return the full list of channels.

Categories can be assigned to individual media. However, it can only be applied to media in Media Library (not from Playlist items or from Campaign’s Zone Playlist).

Assigning Category to an existing media:

1. Open any Media Library and select any media.

1. Select the ‘Assigned Categories’ tab from the right details panel.

1. Check the wanted categories and press ‘Save’.

Filtering the list of items by category:

1. Open the next tab ‘Category Search’ or click on ‘Category Search’ icon from the left menu.

1. Check the checkboxes left of the category names.

1. The Filter could be removed by unchecking categories or with ‘Retrieve all items’ button.

Auto-Categorization of media is a very handy feature that enables filtering media items with similar characteristics. Media tags are all media descriptions incorporated in the file (metadata) such as the author, bitrate, bit depth, year published etc.

Auto-categorization is done in the media uploading process:

1. Open any existing Media Library, either from domain or project.

1. Upload new media. - This opens the modal window.

1. Select wanted media and press OPEN. - The auto-categorize window will appear with three options:

After choosing the wanted option, the media starts to upload in the Media Library.