A Brief Tour of Your New Nuxeo Platform

Congratulations on acquiring your new Nuxeo platform, a feature-rich and highly-customizable place to manage all of your enterprise content. Let’s take a brief tour of your default Nuxeo platform, including accessing your platform, changing your password, and familiarizing yourself with the default layout.

By now, you should be holding the credentials to access your new Nuxeo platform and account, including a link or URL to the platform, username, and password. If not, we suggest contacting your system administrator in order to obtain this information. If you happen to be the system administrator or owner, the default username and password is ’Administrator’, as detailed in the Nuxeo documentation center found on Nuxeo’s website.

When you initially receive your credentials, the first task is to access the platform by clicking on the link provided to you by your system administrator, or going there directly by copying the URL into your web browser bar. Again, check with your system administrator for details. If all goes well, you will be seeing the Nuxeo Platform login page (Figure 1).

Once on the login page, enter the username and password provided to you, while paying close attention to capitalization. This should get you into the Platform.  Before you begin exploring, we recommend changing your password from the one that was provided for you. To do this, use the sidebar to the left, containing a list of options starting with ‘Dashboard’. Select ‘Profile’ (Figure 2).

Your profile should contain information regarding your account, such as username, first name, last name, company, and email address. In the upper right corner you’ll find a dropdown button labeled ‘Actions’, select this to activate the drop down menu (Figure 3). Then, select ‘Change Password’. Here you can change your current password to a new, more secure, password.

When you’ve confirmed your new password, select ‘Save’, and you’re done (Figure 4). Changing your password is just that easy. We recommend that you do this often to prevent unwanted users accessing your account.

Now that you’ve secured your password, let’s begin our brief tour of your new default Nuxeo Platform. At the very top of the page (Figure 5), you’ll notice the three main spaces to help with managing your enterprise content, ‘HOME’, ‘WORKSPACE’, and ‘SEARCH’.

Every user has a ‘HOME’ space that provides access to various tabs in the left navigation pane, that are user specific. Appropriately named, this is your home on the Nuxeo Platform. Tabs in this space include (Figure 6):

• Dashboard – allows quick access to your content, including favorites, shared content, assigned tasks, your documents, and a timeline of changes to all shared content made by users
• Profile – your profile information, including your username, first name, last name, etc. If you just changed your password by following the steps above, you’ll recognize this tab.
• Workflow – view tasks that have been assigned to you, including their current state
• Alerts – when you subscribe to follow a particular artifact or document, you’ll find your subscription news feed here
• Authorized Applications –  lists any external applications that can access content
• Users & Groups – you can search for users and groups here, and view their existing profile. Searching for ‘ * ’ will provide a list of all users or groups, up to 50.
• Searches – any searches that you performed and saved are listed here for easy access
• Collections – you’ll find all of your collections listed here

Moving on we have your ‘WORKSPACE‘. Here you can easily browse your enterprise content repository, access content, collaborate, follow, share, export, and print (Figure 7). On the left, you’ll find the navigation tree, which is a hierarchical folder structure containing your enterprise content. Depending on your content permissions and how your personal workspace is set up, what you see may differ from what is actually available. This is where you’ll be preforming the bulk of your work. Here you can create and manage new or existing content, and collaborate with fellow users. Like the Nuxeo Platform itself, your personal workspace is rich in features and highly-customizable. Take some time familiarizing yourself with the available features as they are tools to help make managing your enterprise content quick and easy.

Last, we have our ‘SEARCH‘ space. This is a very powerful feature of the Nuxeo Platform. Here you have the ability to search your content using a variety of filters (Figure 8). By default, you will have the filters ‘Faceted Search’, ‘Quick Search’, and ‘NXQL Search’. Other filters can be added by your Nuxeo developer or Platform administrator. For example, an ‘Editing’ search filter, as seen in the provided image. The capabilities of the default content search filters include:

• Faceted Search – provides the ability to search for keywords, metadata, and other precise terms such as, creator, creation date, modification date, tags, location, etc.
• Quick Search – a standard text search, which is the search filter that is available in the top right corner of every page within the platform. This filter is not very precise and is known to return many, possibly irrelevant, results.
• NXQL Search – uses Nuxeo’s database querying language, similar to SQL, to query the contents of the platform

Thus concludes our brief tour of your new default Nuxeo Platform. To summarize, we covered how to access the Platform, how to change your password, and the three main spaces of the Platform. We hope that you found this post useful, and we encourage you to explore and familiarize yourself with your new Nuxeo Platform.

As was mentioned before, the Nuxeo Platform is rich in features to help manage your enterprise content. We recommend reviewing Nuxeo’s User Documentation as you’ll find a lot of useful information, tips, and tricks. Feel free to contact us, and our dedicated team of Nuxeo developers, with any questions on how to leverage the power of Nuxeo to meet your Enterprise Content Management (ECM) needs.