Managing Rich Media

Once a Configuration Process has been created, you can enhance it by adding multimedia to it. The goal of the “Rich Media” step is to:

Visually enrich the appearance of your Configuration Process (such as images and/or video for instance), and to
Attach additional information that can be useful for the customer (such as textual explanations and technical or sales-related documentation)

The “Rich Media” step allows creating Rich Media Objects and associating them with Configuration Processes, Forms, Form Properties and Business Values.

Definition: A Rich Media Object is a complex object which can store:

multiple image compositions (an image composition is created in the Rich Media Gallery),
a textual description (which can contain basic HTML code),
multiple files (which have been previously uploaded in the Rich Media Gallery),
a plugin
and a repo

Moreover, Rich Media Objects can be specialized using user types. In the process Administer Workspaces you are able to declare an object parameter for the Rich Media Object class. This will create what we typically call a "user type", i.e. a specific category that can "tag" the content inside one rich media object.

The Rich Media Object can be represented as follows:

This step allows associating Rich Media Objects with the Configuration Process. This step does not allow to create or add new rich media but only to reference the media already contained and managed in the workspace.

Note:

In order to create new rich media elements, please refer to Managing the RMO Gallery.
In order to create new user types allowing to categorize the content of rich media objects, please refer to Define Object Classifications.

How to add rich media

You can add different types of rich media elements to Configuration Processes. In order to add an image, proceed as follows:

How-To:

[Via the “Explore structure” explorer]
Select the element to which you want to add rich media > objects. In order to add rich media to:
- a Configuration Process, select its name or description
- a form, select its name or description
- a form property, select the parent form’s name or description
- a business value, select the root Configuration Process
- A table appears showing all available rich media entries for the chosen element.
[Using the “Rich Media” step]
- Select the specific user type you would like to work on, by clicking on the corresponding view. The default entry is indicated by the “default” view.
[Using the “Explore rich media” explorer]
- Expand the “Images” folder.
- Navigate through all subfolders.
- Click on a subfolder to view its’ content.
[Using the “Explore rich media” explorer]
- Once you have found the image of interest, drag & drop it to the “Image” cell in the rich media table for the corresponding Configuration Process, form, form property or business value.
[Using the “Rich Media Table”]
If necessary, you can add a URL to the image. In order to do that:
- Click on the image
- In the popup, enter the URL and click on OK.
- [In the menu toolbar]
  - Save.

In order to add text, proceed as follows:

How-To:

[Via the “Explore structure” explorer]
Select the element to which you want to add rich media objects. In order to add rich media to:
- a Configuration Process, select its name or description
- a form, select its name or description
- a form property, select the parent form’s name or description
- a business value, select the root Configuration Process
  - A table appears showing all available rich media entries for the chosen element.
[Using the “Rich Media Table”]
Click on the “text” cell associated to the element of interest. In the popup:
- Enter the text
- Optionally, enter a URL
- Click OK
[In the menu toolbar]
- Save.

In order to add a file, proceed as follows:

How-To:

[Via the "Explore structure" explorer]

Select the element to which you want to add rich media objects. In order to add rich media to:
- a Configuration Process, select its name or description
- a form, select its name or description
- a form property, select the parent form's name or description
- a business value, select the root Configuration Process
  - A table appears showing all available rich media entries for the chosen element.
[Using the "Rich Media" step]
- Select the specific user type you would like to work on, by clicking on the corresponding view. The default entry is indicated by the "default" view.
[Using the "Explore rich media" explorer]
- Expand the "Files" folder.
- Navigate through all subfolders.
- Click on a subfolder to view its' content.
[Using the "Explore rich media" explorer]
- Once you have found the file of interest, drag & drop it to the "Files" cell in the rich media table for the corresponding Configuration Process, form, form property or business value.
[Using the "Rich Media Table"] If necessary, you can add a title to the file. In order to do that:
- Click on the file
- In the popup, enter the title and click on OK.
[In the menu toolbar]
- Save.

In order to add a plugin, proceed as follows:

How-To:

[Via the "Explore structure" explorer]

Open the catalog or a collection by selecting its name or description

or
[Via the "Explore Labels" explorer]

Open a label by selecting its name or description
- A table appears showing all available rich media entries for the chosen element.
[Using the "Rich Media" step]
- Select the specific user type you would like to work on, by clicking on the corresponding view. The default entry is indicated by the "default" view.
[Using the "Explore rich media" explorer]
- Expand the "Plugin" folder.
- Navigate through all subfolders.
- Click on a subfolder to view its' content.
[Using the "Explore rich media" explorer]
- Once you have found the plugin of interest, drag & drop it to the "Plugin" cell in the rich media table for the corresponding catalog, collection, label, teaser, guided selling process, Configuration Process, sales product, standard item or business value.
[Using the "Rich Media Table"]

In order to add parameters to the plugin (necessary to embed it in an HTML structure):
- Click on the plugin
- In the popup, enter the parameters and click on OK.
[In the menu toolbar]
- Save.

In order to add a report, proceed as follows:

How-To:

[Via the "Explore structure" explorer]
- Open the catalog or a collection by selecting its name or description
  or
[Via the "Explore Labels" explorer]
- Open a label by selecting its name or description
  - A table appears showing all available rich media entries for the chosen element.
[Using the "Rich Media" step]
- Select the specific user type you would like to work on, by clicking on the corresponding view. The default entry is indicated by the "default" view.
[Using the "Explore rich media" explorer]
- Expand the "Reports" folder.
- Navigate through all subfolders.
- Click on a subfolder to view its' content.
[Using the "Explore rich media" explorer]
- Once you have found the report of interest, drag & drop it to the "Reports" cell in the rich media table for the corresponding catalog, collection, label, teaser, guided selling process, Configuration Process, sales product, standard item or business value.
[Using the "Rich Media Table"]
- Click on the report
[In the popup]
- Enter the report title
- Enter the report entry point
- Specify the output format
- Enter additional parameters
- Click OK
[In the menu toolbar]
- Save.

How to remove rich media elements

In order to remove a unique element (image, file or text), proceed as follows:

How-To:

[Via the “Explore structure” explorer]
Select the element to which you want to remove rich media objects. In order to remove rich media to:
- a Configuration Process, select its name or description
- a form, select its name or description
- a form property, select the parent form’s name or description
- a business value, select the root Configuration Process
  - A table appears showing all available rich media entries for the chosen element.
[Using the “Rich Media Table”]
Click on the “image”, “file”, “text”, “plugin” or “report” you would like to remove. In the popup:
- Tick the “clear cell” checkbox
- Click OK.
[In the menu toolbar]
- Save.

How to export/import rich media

Once you have created your rich media gallery, it is very easy to reuse the same elements and associated them through a spreadsheet program.

In order to export the rich media for a Configuration Process, proceed as follows:

How-To:

[Via the menu toolbar]
- Click on the “export” button.
[In the “popup”]
- Choose a CSV delimiter. Default value = “;”
- Choose a list delimiter. Default value = “~”
- Indicate the decimal separator to be used in the export file.
- Indicate the encoding to be used by the export file.
- Click “ok”.
  - The export process starts. The browser will allow you to open or save the CSV file to a certain location.

In order to import rich media again, proceed as follows:

How-To:

[Via the menu toolbar]
- Click on the “import” button.
[In the “popup”]
- Indicate the CSV delimiter used in the import file. Default value = “;”
- Indicate the list delimiter used in the import file. Default value = “~”
- Indicate the decimal separator used in the import file.
- Indicate the import file encoding format.
- Choose the CSV file to be imported.
- Click “ok”.
  - The import process starts. This is an asynchronous process and you can continue to model.
    The Designer will inform you automatically when the process is completed.
[Via the menu toolbar]
- Save.
  Tip: The import file should have the following heading:
  Workspace Name;User Type Name;User Type Type;User Type Class;Object Name;Object Type;Parent Object Name;Parent Object Type;Image Path;Image Filename;Image Content URL;Text Content;Text Content URL;File Path;File Filename;File Title;Plugin Path;Plugin Filename;Plugin Parameters
  The CSV Export of RMO is limited to 500 lines

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Managing Rich Media

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