Configure the track changes feature

You can determine whether the track changes feature is enabled by default in the Editing page in IXIASOFT CCMS Web, depending on the role and, optionally, the status of the object in the assignment.

Important: Make configuration changes in a test environment and confirm they work before copying them to a production environment. For dedicated SaaS deployments, test the changes and then ask IXIASOFT Customer Support to copy the changes to your production environment.

To configure the track changes feature:

  1. In the TEXTML Administration perspective, connect to your server.
  2. Locate the webroles.xml file in the repository.
  3. Check out the file and open it for editing.
  4. Locate the roles element.
  5. Configure track changes for a specific role:
    1. Locate or add the following lines to configure a role:
      <role name="[role name]" status="[status]">
      	<option name="ForceTrackChanges">[True/False]</option>
      	<option name="TrackChangesDefaultValue">[On/Off]</option>
      </role>
      Where
      • [role name] is the name of the role as it is configured in the roles.xml file in the system/conf collection
      • [status] is the name of the status on which you want the behavior to occur. To specify more than one status, separate them using a comma. If the status attribute is not specified, the behavior applies to all statuses for the object.
    2. Set the ForceTrackChanges option to:
      • True if you want the track changes feature on the Editing page in CCMS Web to be enabled at all times.
      • False if you want users to turn on or turn off the track changes feature as desired.

      Suppose you want users with the Reviewer role to always have track changes enabled when the objects they are editing are in either the Authoring:review or Authoring:contribute status. You also want users with the Contributor role to have track changes enabled by default, but allow them to turn it off. Define the roles with those options.

      <role name="Reviewer" status="Authoring:review,Authoring:contribute">
      	<option name="ForceTrackChanges">True</option>
      </role>
      <role name="Contributor">
      	<option name="ForceTrackChanges">False</option>
      	<option name="TrackChangesDefaultValue">On</option>
      </role>
    3. (Optional) Set the TrackChangesDefaultValue option to:
      • On if you want the track changes feature on the Editing page in CCMS Web to be enabled by default.
      • Off if you want it turned off by default.
  6. Repeat the previous step for each role that you want to configure.
  7. Save, close, and check in the file.
  8. Inform users of the changes.
    Have an administrator refresh IXIASOFT CCMS Web Server so that users will see the change reflected there.
The track changes feature is configured to match your definitions.