Create a resource

This procedure adds a new resource to the repository.

1. Do one of the following:
   • On the Document Creation toolbar, click the Create New Resource Object button ().
   • From the menu bar, select > Create Resource.
   The Show/Edit Resource dialog appears.
2. Enter a Title.
   Titles do not need to be unique.
3. Enter a brief Description.
   This information is stored in the object's metadata. Enter all the keywords that may be useful when you search for the object.
4. Select a Resource Type.
   The selections that you see depend on your system configuration. Typical choices might be "pdf-legal", "related Word documents", or "multimedia".
5. Select a Language.
6. To import a folder:
   1. Click Import Folder.
      The Browse for Folder dialog appears.
   2. Navigate to the folder to import, select it, and click OK.
      The Show/Edit Resource dialog reappears. The Content area displays the imported folder as well as all the files that it contains.
7. To import a single file:
   1. Click Import.
      The Open dialog appears.
   2. Navigate to the required file, select it, and click Open.
      The Show/Edit Resource dialog reappears. The Content area displays the new resource.
8. Optional: Enter a Description next to the new items, if required.
9. Repeat the import process as necessary.
10. Optional: Select the resource to use as the default and click Set as Default.
    This specifies the file within a resource that will be used, for example, during a build.
11. If required, click User Properties.
    The User Properties dialog opens.
12. Enter or select values as required.
    The User Properties dialog is another way to enter indexable information about a resource. The fields or selection lists that appear here are configurable and will vary according to your setup.
13. Optional: To save the settings you have selected for Resource Type and Language, click Save Settings.
    Your selections are saved and used as the default values in the dialog. You'll see them the next time you create a resource.
14. The next step depends on whether the IXIASOFT Dynamic Release Management module is enabled in your deployment:
    • If you see the Next button at the bottom of the Show/Edit Resource dialog, this module is enabled in your deployment. Go to the next step to specify the release management details.
    • Otherwise, this module is not enabled. Click OK to create the resource. You have completed this procedure.
15. Click Next.
    The Select Versions dialog box is displayed.
16. In the Add Object To pane, select Products or Libraries.
17. In the All Products/All Libraries pane, select the product or library for which you would like to display the releases and versions.
    Use the filter at the bottom of the pane to filter the elements by name.
    The releases and versions for the product or library selected are displayed in the Selected Products/Libraries, Releases, and Versions.
18. To exclude products/libraries, releases, and versions according to the exclusion filters, click Apply global exclusion filter settings.
19. In the Selected Products/Libraries, Releases, and Versions pane, select the versions in which the object can be used.
    Use the filter at the bottom of the pane to filter the elements by name.
    The Primary Version drop-down list is populated with the list of selected versions.
20. In the Primary Version list, select the primary version for the object.

    The primary version is the version for which the object was initially created.

21. Optional: To save the settings you have selected in this dialog, click Save Settings.
    Your selections are saved and used as the default values in the Select Versions dialog. You'll see them there the next time you create a resource.
22. Click Create.