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Centralpoint Module Gallery

Search Results:  Information Architecture (197)

Discover Oxcyon's groundbreaking AI & NLS Virtual Assistant, designed for effortless integration into any website or web-based application. With just a simple application of JavaScript, our Virtual Assistant seamlessly listens to each user's online screen activity, delivering targeted and personalized recommendations. Powered by Centralpoint, our AI enhances user experience by providing the right answers at the right time. Elevate your website today with Oxcyon's Virtual Assistant

Centralpoint facilitates local development, empowering users to craft custom code through MyModules. It also simplifies the creation and customization of content modules within your enterprise. Without requiring access to the server, Visual Studio, or the root directory, you can effortlessly configure necessary fields via Module Configuration. You can also design custom Module Designers for presentation and seamlessly integrate Data Transformation. Upon module creation, Centralpoint efficiently accepts external data through data Transformation. Furthermore, it seamlessly integrates with your enterprise federated search, tailored to various user Audiences, Channels, and Roles. To delve into localized Development, this 1-hour 29-minute video explains the entire process.

Centralpoint's Data Cleaner (otherwise known as Data Goverrnance) collaborates seamlessly with Centralpoint's Data Transfer utility, automating metadata and Taxonomy assignment for your content. This empowers the transformation of any information that lacks proper metadata. Regardless of the information type—raw data from databases like Oracle, IBM, SQL Access, Excel, and documents such as PDFs, MS Word, or Excel—Data Cleaner ensures metadata and Taxonomy application to each record upon import. This process allows for your terminology, product skus, laws, policies, and other pertinent information to be leveraged as a way to enrich your metadata, taxonomy and ontology....automatically.

Centralpoint's Data Cleaner covers HTML, Taxonomy, and Keywords, granting you the ability to manage condition dictionaries, including determining how many instances of a word or part number correspond to specific Taxonomy or keywords. For further insights, explore the extensive features we offer for MDM (Master Data Management).



The best way to understand how this tool can benefit your organization is to actually see it. We encourage you to set up a demonstration with us, so that we may step through the various routines online, via a MS/Teams Meeting demo, and we can address any of your questions or challenges .If you are interested in this new module, you may also want to see our Taxonomy Pre-Import Tool. Be sure to see our Data Transfer module for more information.

Types of Data Transformation which are supported and the required fields needed for each:

  • Structured Data Sources
    • MS/Sharepoint -Source Site URL, Title, List Title, Username, Password
    • Oracle -Connection String/table name, any query or filter (credentials)
    • MS/SQL -Connection String/table name, any query or filter (credentials)
    • MS/Office 365- (Ondrive) Authorization, Source Folder (Office365 file Selector), Source Recursive (y/n), Source End Point (bulk or changes)
    • OLEDB - Connection String/table name, any query or filter (credentials)
    • ODBC  - Connection String/table name, any query or filter (credentials)
    • XML- ReadXML -XML Source (path to xml), Available tables and columns, Source Table Index
    • XML- CpCollection –Source XML (path to xml), Default File, Source Directory, Number of Files to select, XSLT
    • Delimited TXT (oledb)– Source Directory, Source Delimiter used, Source Text Qualifier, Source Header Row, Source Select Command
    • Delimited TXT (Stream)– Source Directory, Source Delimiter used, Source Text Qualifier, Source Header Row, Source Select Command
    • Active Directory – (Used to build employee directories typically) – Directory Path, Filter
    • MS/Excel – Source File (path to excel, if not uploaded into centralpoint), Source Header row, Source Select Command (if any)
    • RSS/ATOM- Source Feed URL (Web path to RSS Feed), Feed type (atom or rss)
    • MS/Access- Source File (Path), Source Select Command (query)
    • MS/Office365 – Source Authorization (Authorize), Source Folder, Source is Recursive, Source End Point
    • Custom Provider – Typically used when ingesting from a WebAPI/Web Services – Source Type, Source Parameters (Custom covers virtually any configuration) wherein certain security considerations or custom methods must be passed in order to authorize or encrypt.
    • Centralpoint to Centralpoint (Modules, Audiences, Taxonomy, Roles) – This is used when transforming data Centralpoint to Centralpoint or to an outside system, or after staging and testing initial imports.

  • Unstructured
    • File path (and/or credentials) to spider (Network drive, Any file path, web based drive (OneDrive- Source Directory, Source Pattern, Source Options. This feature also has the ability to spider all sub folders within a larger shared drive, ingested each record, and where applicable, fully text indexing, converting and preserving PDF, Word, XLS, PPT, Images, Videos and more. Additionally, the names from file folders (within the shared drive) may be included within the data cleaner/governance rules, to better organize content. Please see (below) Data Triage, which allows for your shared network drives to be ingested, allowing each file by type to be automatically organized into it's own unique module within Centralpoint.....automating the organization of all your information each day (via scheduled routines) and be made available on the internet, considerate of roles and authentication of each user.

When to consider INDEXING vs. INGESTING Data using Centralpoint Data Transformation

  • Centralpoint supports both indexing or ingesting data. This is because you will want a federated search against all records, but need to preserve where some records currently live. In another case, you may need to have a new system of record or home to MOVE records into Centralpoint.
    • You may want to avoid duplication of your records
    • You may may need to consider the size of certain files (like CAD, Hi resolution images, etc.)
    • You may need to consider the security of the file paths in which your files live today and user’s network accessibility to them.

  • Indexing vs. Ingesting– The difference is whether you want to leave the record were it is found (to avoid duplication) in order to make it search able within Centralpoint, or whether you want to sunset an old system, where the new record will now live in Centralpoint as it’s new home. When creating your data transformation routine, the difference will be when field mapping ALTERNATIVE URL. Alternative URL is only used when indexing, allowing the path to record to be recorded in Centralpoint (as well as the enrichment), wherein the user will be returned to the original source, should they have the access to see the record. If you are intending to move the record to Centralpoint as the new system of record, then DO NOT USE Alternative URL, and make sure each record is moved during the ingestion (via an available)  File Upload field.

  • Security Consideration- Whether you are ingesting or indexing records using Data Transformation, always be sure to map the security roles from the system or path your scanning, in which to maintain who may see or access records (either indexed o ingested in Centralpoint)

Data Governance (Data Cleaner) considerations, when executing your Data Transformation.

Data cleaning is a separate module found under the Centralpoint Data Transformation suite of tools, which allow you to set up data governance rules which may work in unison with your Data Transformation routines. 

    • Keyword Generator – Used to enrich, supplement or add new keywords to any record, where certain values are is found (during mining).
      • Example: If the word ‘apple’ is found, add keywords of ‘fruit, food, nutrition, pectin’ which will enhance search (searching fruit, and relate anything apple to any other record which may also relate to fruit or food)
        • What it will ask you for this routine : Search for?, attributes, add keywords
    • Taxonomy GeneratorUsed to apply one or more metadata/taxonomy types when certain value(s) are found.
      • Example: If the word ‘apple’ is found, apply to N-tiered taxonomy under Food/Fruit, which will enhance search (searching fruit, and relate anything apple to any other record which may also relate to fruit or food)
        • What it will ask you for this routine Search for?, case sensitive?, regex?, Taxonomy
    • Attribute Generator – Used to apply new values in any field within one or more modules when certain value(s) are found (during mining).
      • Example: If the term ‘Top Secret’ is found within any document, apply the value for the Role=Top Secret, to the ‘Roles’ attribute for any module. This will override the security roles for all documents which contain ‘Top Secret’
        • What it will ask you for this routine : Search for?, regex?, value to add, attribute, which modules?
    • HTML CleanerUsed to clean or scrub any HTML or code where certain values are found (during mining). Often used to fix older or bad HTML or convert bad characters from MS/Word or faulty HTML being ingested.
      • Example: Should you need to replace any fault HTML, codes or characters which includes “<b>Apple<b>, and replace with <b>Apple</b> (correcting the original faulty html)
        • What it will ask you for this routine : Search for?, replacement type (html/text), replace with?
    • Attribute HTML CleanerUsed to apply new values into certain fields into specific modules whenever certain values are found (during mining)-allowing you to apply new values to any attribute as a result
      • What it will ask you for this routine : Search for? , replacement type (html/text), replace with, attribute to add, which modules?
    • Data Triage- Used to redirect certain file types into certain modules.
      • Example, when spidering a shared network drive or database, you may want to deposit all documents containing ‘Marketing’ references into a module designated for only Marketing, or place all Excel documents found into it’s own module. This is used to organize content by type (within separate modules)
      • What it will ask you for this routine: Search for?, regex (yes or no), searched attribute, destination modules, logging attribute

Centralpoint can be installed On Premise or in the Cloud, to index, ingest data from disparate silos on a scheduled basis via it's Data Transfer routines. Centralpoint can act as a search appliance indexing or ingesting siloed data to aggregate information for each user's role based search. Please see Data Transfer for more information. 

This is an extended training tutorial on Centralpoint's Data Transformation module suite, including its Data Cleaning feature to auto apply metadata. The duration of this video is one hour.

This is an extended training tutorial on Centralpoint's Data Transformation module suite, including its Data Cleaning feature to auto apply metadata. The duration of this video is one hour.

Automate document retention policies using Centralpoint. It equips you with user-friendly tools for defining diverse retention policies, incorporating custom filters, queries, and start/end dates. Centralpoint also manages storage repository data, connecting to File Folders, SQL, Oracle, IBM, and third-party providers like Workday, Citibank, and ADP.

Centralpoint's scheduled feature regularly scans these repositories, as per your chosen frequency, to identify expired records per your policies. Detected files can be routed to administrators for approval of destruction. Upon approval, Centralpoint systematically eradicates records from each system, meticulously recording each step. With Centralpoint's automated document retention policy management, ongoing compliance is effortlessly maintained.






Businesses are required by law to retain confidential client, employee, and company information for a minimal amount of time. But many documents eventually outlive their purpose, and holding onto them for too long puts you at risk of a security breach and non-compliance with today’s privacy legislation. How long you store business records should be determined by a retention schedule that balances each record’s usefulness with the legal requirements. This schedule will depend on the type of business and the lifecycle of specific documents.

Below is a document retention schedule that outlines how long you should hold on to important documents. After their retention period is complete, you should ensure that they are securely destroyed by a third-party information security provider. Please note that these recommendations on document retention are general guidelines only. They are not intended to represent legal advice. Contact your legal expert(s) or federal, state or provincial government to ensure you are following current legal requirements for your area.

Alphabetized by Document Category

ACCOUNTING  Retention Period 
AR/AP Ledger  7 Years 
Bank Reconciliations  2 Years 
Cash Disbursements/ Receipts   Permanently 
Chart of Accounts  Permanently 
Depreciation Schedule  Permanently 
Expense Reports  7 years 
Financial Statements  Permanently 
General Ledger  Permanently 
Inventory Records  Permanently 
Journal Entries  Permanently 
Petty Cash Records  7 years 
Tax Returns  Permanently
HUMAN RESOURCES & PAYROLL   Retention Period
Accident Reports  7 Years 
Attendance   7 Years
Benefits   5-7 Years
Employment Applications  3 Years
Payroll - After Termination   10 Years
Personnel - After Termination   7 Years
Personnel - Current Employee  Permanently 
Safety Reports   5 Years
Salary History  8 Years 
Time Reports  7 Years
 
SHIPPING AND RECEIVING   Retention Period
Export Declarations   4 Years
Freight Bills 4 Years 
Manifests   4 Years
Waybills and Bills of Lading  4 Years
CORPORATE / LEGAL   Retention Period
Annual Report  Permanently 
Articles of Incorporation  Permanently 
Audit Reports - External   Permanently
Audit Reports - Internal   6 Years
Contracts   Permanently
Copyrights, Trademarks, Patents  Permanently 
Correspondence, General   2 Years
Correspondence, Legal/Tax  Permanently 
Correspondence, Routine   7 Years
Mortgages, Licences, Deeds  Permanently 
Organizational Charts  Permanently 
Partnership Agreements   Permanently
 
PURCHASING AND SALES   Retention Period
Purchase orders  3 Years
Requisitions   3 Years
Sales contracts  3 Years 
Sales invoices  3 Years

* Retention periods begin after the termination, expiration, disposal, etc., of the item.

Centralpoint integrates directly with Tableau, allowing personalization through our Global Login tools (SAML, Active Directory, oAuth, OpenID) to serve rich Tableau reporting to each user uniquely. This means one tableau report against all users, wherein the data filtered (through the tableau chart) considers the user's security roles. It also allows you to relate your tableau charts, reports and graphs to other records, via crosswalks. Tagging your Tableau charts to certain Audiences, Roles, and Taxonomy (Metadata), will allow these charts to serve to specific users, within specific sites, and even relate themselves to your other, disparate content and information. 

To ensure secure Knowledge Management tailored to each user, the right Architecture is vital. Centralpoint, developed in 2000 and updated over 20 years, prioritizes scalability. Its unique ability lies in granular tagging of records, cascading across your business's channels, taxonomical categories, and individual users based on roles.

This process involves multiple considerations for each record. Taxonomy and metadata, often multidimensional, are assigned to records. Distribution across multiple channels, such as subsidiaries or franchisees, is also factored. Centralpoint further accounts for user roles within those channels when they log in. This intricate approach guarantees effective Knowledge Management within a secure framework.

Centralpoint Health Monitor is set of tools available at the Centralpoint (Master) Server. These tools give insight into the performance of any individual or group of sites (or portals) within your environment if on premise. These tools also allow Oxcyon to monitor the performance of your site, should we provide managed hosting for you. Centralpoint Health Monitor tracks available disk space, memory, problematic requests, load time spikes (per page or site), bad links, and more. 

The Health Monitoring tools allow for scheduled email reporting as to the performance of your Centralpoint project, including all aspects of your scheduled tasks. This interface allows you to see live charts indicating performance peaks, spikes, and early detection of any process which may be placing an unusually high demand on your environment. Typically these tools are scheduled to run at predefined intervals of your peak or optimal performance periods, collecting valuable user activity data, in which to study their patterns automatically. It can also monitor incoming IP activity, and keep both Oxcyon and our client abreast of opportunities to improve upon the solution overall. For clients who do not have access to their own Centralpoint Server (where Oxcyon may be hosting the solution for the client), these reports update Oxcyon (as your managed services provider) and can also be made available to your site or portal administrator. 

This tool, found under both Import Utilities and Tools (within the client console) is a powerful way to convert your data into multi tiered taxonomy, which will ready your records for import. It was designed to assist Oxcyon staff (initially) when receiving large sets of client data, which needed to have a taxonomy built 'around it'. In this video you will see examples of why it is important, and how to use it to make your information (records, documents, products, anything), become almost instantly, search able records, organized by taxonomy....online. Only Centralpoint provides tools like this which understand the day to day realities of harmonizing your information, and one of the many reasons we have been named to Gartner's Magic Quadrant for Digital Experience Platforms. If you find this tool interesting, you will also want to see our Data Cleaner tool which allows you to Auto-Classify all of your information within your enterprise.

A 45 minute video to help your team plan and prepare your Centralpoint Enterprise Information Management ahead of your kick off meeting with Oxcyon. In this video, we discuss information management, governance, and how to maximize the re-usability of your content through your many channels. this video will help you see your enterprise (big picture) including the many (cascading) Audiences, Sites, Channels, and Roles of users you need to serve.

Centralpoint is used for more than omnichannel public and private enterprises. Centralpoint is also used to harness big and disparate data, empowering you with rich UI/UX to serve each and every one of your users uniquely, based on their Audiences and Roles 

This advanced module developed for IT and Developer personnel empowers you to configure query string and url schemas around your needs. This module gives you control over the rules which govern the URL strings created by your site. This is often required for multi site management, print friendly marketing campaigns and even search engine optimization.  

Centralpoint supports agile development through it's Toolbox. The Centralpoint toolbox empowers users to call on any feature needed, and drag and drop it on to the page for use. These items could be form fields, or functions like Google Maps, Proximity Searches, Printer Friendly Icons, Related Content, anything. In this way, Centralpoint provides you with all of the tools you need to create your user solutions almost in a paint by numbers way. This is also helpful when you have multiple sites, wherein one site's functional design differs from others. Using Centralpoint's Toolbox you can easily cater to the needs of each audience or microsite, re-using the same functional elements pulling from the central data store. 

Centralpoint Toolbox also allows you to create your own code (Css, Formatted HTML, Web Service calls, anything) giving you a re-usable toolbox to drag and drop from whenever you need. 

Centralpoint supports Natural Language Search or NLS. It empower your users to find the right answer to any question faster than any other platform. It does this in part because of Data Transfer and Data Mining, going beyond fully indexing your content, and enriching your metadata, misspellings, buzzwords used in your industry and synonyms of what your users are searching.It will also allow you to feature certain records based on conditions, ahead of search results. 

Centralpoint's Social Media Mashup module allows you to manage all of your social media accounts from a singular, central point. In this way, you can see all social media activity (or chatter) at a glance, able to filter by outlet to see activity on each one. This module requires that you enter your ID and API Key for each, so that Centralpoint may merge it all into one unified report. This report may also be filtered by Audience (and role), allowing you to have all social media (for the parent company), as well as individualized report for each subsidiary or brand that you oversee.

This is also ideal for manufacturers who want to monitor the activity of their re sellers or dealers who represent their brand. We encourage manufacturers to consider gaining this consent from their distributors in an effort to monitor and preserve their brands.  It is also possible to consider using this feature for your employees (given their consent to privacy waivers) which would allow you to monitor the brand of each employee who represents your company. This type of reporting would be limited to brand sensitive organizations (wherein their staff could potentially tarnish the corporate brand, and is striclty limited to the privacy/consent forms you would have in place with your employees.) Centralpoint's, out-of-the-box social media integration includes: Facebook, Twitter, Google, Youtube, Pinterest, Vimeo and Instagram.(Other may be added). Additionally, Centralpoint integrates with Slack and Yammer (in addition to these providers, for purposes of live reporting, data sources, and/or import of data from these sources.

The Centralpoint ecommerce catalog features products including the variation of each product (Size, Style, Color), so that users may shop the catalog, add items to their cart and check out in a PCI compliant manner. Centralpoint eCommerce catalog has been integrated with PayPal, Authorize.Net, Bank of America, Worldpay and others to ensure seamless integration of payment for products online. The captured order information (found in eCommerce Orders) may be fed live to your fulfillment or inventory management systems, so that they can receive the trigger to ship each new product ordered within the catalog. 

Centralpoint ecommerce may also allow for items added (from modules outside of the catalog) into a unified shopping cart. Some clients sell items beyond traditional products, like online training (learning), reports, and data. The eCommerce cart may interface with multiple catalogs within the same portal. Due to its ability to filter products by audience (and role), the catalog can also be syndicated to multiple online catalogs, where there are distributors (of a manufacturer) involved. In this scenario a master catalog can be maintained, and feed the appropriate distributor's microsite, displaying only the products carried by each distributor (within their own branded microsite (Audience). 

Your organization's AI is distinctive and tailored to your specific needs; it's not an off-the-shelf solution. What you require is a framework that enables you to deliver the right information to your users precisely when they need it. With Centralpoint AI Assistant, you can place knowledge at your users' fingertips even while they are using other web-based applications such as your CRM, Intranet, Help Desk Application, and web-based email.

Centralpoint ensures information accessibility for these users, customized to their roles, facilitating swift answers to queries, form submissions, and tracking of colleagues' activities. The Centralpoint AI Assistant is contextually aware, capable of analyzing the content of URLs or pages from other web-based applications. When these conditions align, the AI Assistant is triggered for your users. Through this approach, you can develop conditions that evolve over time, resulting in a unique AI tailored to your organization and its users. These tools can also seamlessly integrate with IVR systems like Cisco or Genesys.

Centralpoint offers robust support for RESTful Web Services, bolstered by encryption through our Web API. The Centralpoint Web API is an interactive module designed for both creating and consuming Web Services. RESTful Web Services, a form of interoperability between computer systems on the Internet, enable requesting systems to access and manipulate textual representations of Web resources using a standardized set of stateless operations.

When interacting with a RESTful Web service, requests made to a resource's URI result in a response, potentially in formats such as XML, HTML, JSON, or other defined formats. Our integration with numerous systems demonstrates the API's effectiveness, but its versatility means that integration with your diverse back-office systems and vendors can be easily achieved.

Today's TV monitors and kiosks are wifi enabled. This means that you can treat any monitor as a channel to broadcast information. Whether it be Emergency Room wait times, Cafeteria menus, calendars, or even live Tableau or BI reporting (to the conference room monitor for the board), Centralpoint can help you. Here, Centralpoint treats each of your many monitors as extensions (or websites) under your omni channel, digital experience platform, Centralpoint. Simply give any monitor the homepage of that address, and it will be streaming whatever you have tagged for it to appear. Instead of designing those (websites) around what you would expect from a desktop, instead apply CSS which makes them look like a television program, timing what content appears when. If you have touchscreen monitors, which are now affordable, let us convert it into an interactive kiosk for forms submissions, surveys, or allow them to search your products or staff via touchscreen.


Centralpoint for digital signage extends your digital strategy beyond your enterprise portal, website or mobile apps. It empowers you to manage rich multimedia (via video, overlays and dynamic content) targeted to specific locations within your organization. Whether you support a nationwide chain of hospitals, restaurants, hotels or retail locations, Centralpoint can streamline your digital signage strategy.

The average knowledge (office) worker uses it 13 hours a week, or 650 hours a year (assuming two weeks’ vacation),1 and yet email technology hasn’t changed much in the 20 years it’s been around—until now, with the introduction of the Centralpoint DITA eMail Portal, a patent pending DITA2 -based email interface by Oxcyon, Inc., a user experience platform (UXP) vendor as recognized by Gartner, Inc., a leading provider of technology research to global technology business leaders. The Oxcyon introduction is expected to help organizations recoup nearly half the time now spent by knowledge (office) workers sending and replying to emails.


As the newest version of the Centralpoint UXP, the software validates user identity; unifies disparate email and enterprise content management silos; and delivers email via other third-party providers such as Microsoft Exchange, Google, Hotmail, Centralpoint’s secure email (whose message body does not leave the server), other custom systems, and SMTP. 

The release of the Centralpoint DITA Mail Portal ensures that emails with elements (traditional or DITA-created files), when reopened, are current. For example, if a user authors a document, which includes a reference to a product and its price, and upper management changes the price of the product the next day, the document will be updated for the sender or recipient without anyone touching that document again. 

By making possible the effective management of content and data access, and by serving as a central repository of references to third-party systems, the software enables time spent on emails to be slashed. Files and send/reply messages are assembled and authored leveraging DITA. Users can drag and drop data sources (bits of information) from Centralpoint and/or other systems to assemble and send emails using intuitive menus appearing in the email interface. This makes it possible for document updates and data sources to be tethered live to the author and recipients.  

Furthermore, the menus are personalized for each user according to the user’s job function and role. These capabilities are expected to enhance ease-of-communication and facilitate greater collaboration within organizations. The software also provides standard responses for any situation and for international clients using their languages. Equipping users with the data elements they need to assemble new emails or error-free responses in seconds ensures governance over corporate communications, thus eliminating the need for a review process in most cases.

“Our DITA assembly makes email the collaborative tool it should have always been,” declares Samuel Keller, Oxcyon founder, CEO, and inventor of the Centralpoint technology. “We’ve reinvented email to allow it to be an integral part of  knowledge management, instead of a left behind silo of valuable information.” 

How does it work? It can be hosted on premise, or in the cloud and configured to work in unison with your current email. Although Centralpoint mail can work with multiple providers (Google, Yahoo, Aol, and even itself (as a secure mail provider), Microsoft Exchange 2007-2016 is the typically installation. Centralpoint acts as your employees' new central point of access to their mail. They simply log in, and begin managing their mail like they used to, but with multiple new advantages, saving them nearly 50% of the time they normally spend sending and responding to email. Centralpoint Email Portal also allows them to access exchange through any mobile device, including Apple iPad, and iPhone, without the need for any download from iTunes. Mobile app 'icons' can be downloaded directly from this solution to act as a shortcut to anyone's mail (also without the need for iTunes). This module suite is considered a separate server license and per user license fees based on access. 

Centralpoint does much more than email, that is simply the tip of the iceberg. Centralpoint is a leading Enterprise Content Management, Portal and User Experience Platform (great alternative to Sharepoint). Learn more


Centralpoint supports SAML 2.0 to support Deep links for authorized users who are logged in. You will find the Deep Links module under the Admin section of your client console. SAML 2.0 empowers you to broker authentication of your logged in members, so they may access other SAML 2.0 compliant applications with a single click (eliminating the redundancy of logging in again).

Centralpoint's Data Cleaner (otherwise known as Data Goverrnance) collaborates seamlessly with Centralpoint's Data Transfer utility, automating metadata and Taxonomy assignment for your content. This empowers the transformation of any information that lacks proper metadata. Regardless of the information type—raw data from databases like Oracle, IBM, SQL Access, Excel, and documents such as PDFs, MS Word, or Excel—Data Cleaner ensures metadata and Taxonomy application to each record upon import. This process allows for your terminology, product skus, laws, policies, and other pertinent information to be leveraged as a way to enrich your metadata, taxonomy and ontology....automatically.

Centralpoint's Data Cleaner covers HTML, Taxonomy, and Keywords, granting you the ability to manage condition dictionaries, including determining how many instances of a word or part number correspond to specific Taxonomy or keywords. For further insights, explore the extensive features we offer for MDM (Master Data Management).



The best way to understand how this tool can benefit your organization is to actually see it. We encourage you to set up a demonstration with us, so that we may step through the various routines online, via a MS/Teams Meeting demo, and we can address any of your questions or challenges .If you are interested in this new module, you may also want to see our Taxonomy Pre-Import Tool. Be sure to see our Data Transfer module for more information.

Types of Data Transformation which are supported and the required fields needed for each:

  • Structured Data Sources
    • MS/Sharepoint -Source Site URL, Title, List Title, Username, Password
    • Oracle -Connection String/table name, any query or filter (credentials)
    • MS/SQL -Connection String/table name, any query or filter (credentials)
    • MS/Office 365- (Ondrive) Authorization, Source Folder (Office365 file Selector), Source Recursive (y/n), Source End Point (bulk or changes)
    • OLEDB - Connection String/table name, any query or filter (credentials)
    • ODBC  - Connection String/table name, any query or filter (credentials)
    • XML- ReadXML -XML Source (path to xml), Available tables and columns, Source Table Index
    • XML- CpCollection –Source XML (path to xml), Default File, Source Directory, Number of Files to select, XSLT
    • Delimited TXT (oledb)– Source Directory, Source Delimiter used, Source Text Qualifier, Source Header Row, Source Select Command
    • Delimited TXT (Stream)– Source Directory, Source Delimiter used, Source Text Qualifier, Source Header Row, Source Select Command
    • Active Directory – (Used to build employee directories typically) – Directory Path, Filter
    • MS/Excel – Source File (path to excel, if not uploaded into centralpoint), Source Header row, Source Select Command (if any)
    • RSS/ATOM- Source Feed URL (Web path to RSS Feed), Feed type (atom or rss)
    • MS/Access- Source File (Path), Source Select Command (query)
    • MS/Office365 – Source Authorization (Authorize), Source Folder, Source is Recursive, Source End Point
    • Custom Provider – Typically used when ingesting from a WebAPI/Web Services – Source Type, Source Parameters (Custom covers virtually any configuration) wherein certain security considerations or custom methods must be passed in order to authorize or encrypt.
    • Centralpoint to Centralpoint (Modules, Audiences, Taxonomy, Roles) – This is used when transforming data Centralpoint to Centralpoint or to an outside system, or after staging and testing initial imports.

  • Unstructured
    • File path (and/or credentials) to spider (Network drive, Any file path, web based drive (OneDrive- Source Directory, Source Pattern, Source Options. This feature also has the ability to spider all sub folders within a larger shared drive, ingested each record, and where applicable, fully text indexing, converting and preserving PDF, Word, XLS, PPT, Images, Videos and more. Additionally, the names from file folders (within the shared drive) may be included within the data cleaner/governance rules, to better organize content. Please see (below) Data Triage, which allows for your shared network drives to be ingested, allowing each file by type to be automatically organized into it's own unique module within Centralpoint.....automating the organization of all your information each day (via scheduled routines) and be made available on the internet, considerate of roles and authentication of each user.

When to consider INDEXING vs. INGESTING Data using Centralpoint Data Transformation

  • Centralpoint supports both indexing or ingesting data. This is because you will want a federated search against all records, but need to preserve where some records currently live. In another case, you may need to have a new system of record or home to MOVE records into Centralpoint.
    • You may want to avoid duplication of your records
    • You may may need to consider the size of certain files (like CAD, Hi resolution images, etc.)
    • You may need to consider the security of the file paths in which your files live today and user’s network accessibility to them.

  • Indexing vs. Ingesting– The difference is whether you want to leave the record were it is found (to avoid duplication) in order to make it search able within Centralpoint, or whether you want to sunset an old system, where the new record will now live in Centralpoint as it’s new home. When creating your data transformation routine, the difference will be when field mapping ALTERNATIVE URL. Alternative URL is only used when indexing, allowing the path to record to be recorded in Centralpoint (as well as the enrichment), wherein the user will be returned to the original source, should they have the access to see the record. If you are intending to move the record to Centralpoint as the new system of record, then DO NOT USE Alternative URL, and make sure each record is moved during the ingestion (via an available)  File Upload field.

  • Security Consideration- Whether you are ingesting or indexing records using Data Transformation, always be sure to map the security roles from the system or path your scanning, in which to maintain who may see or access records (either indexed o ingested in Centralpoint)

Data Governance (Data Cleaner) considerations, when executing your Data Transformation.

Data cleaning is a separate module found under the Centralpoint Data Transformation suite of tools, which allow you to set up data governance rules which may work in unison with your Data Transformation routines. 

    • Keyword Generator – Used to enrich, supplement or add new keywords to any record, where certain values are is found (during mining).
      • Example: If the word ‘apple’ is found, add keywords of ‘fruit, food, nutrition, pectin’ which will enhance search (searching fruit, and relate anything apple to any other record which may also relate to fruit or food)
        • What it will ask you for this routine : Search for?, attributes, add keywords
    • Taxonomy GeneratorUsed to apply one or more metadata/taxonomy types when certain value(s) are found.
      • Example: If the word ‘apple’ is found, apply to N-tiered taxonomy under Food/Fruit, which will enhance search (searching fruit, and relate anything apple to any other record which may also relate to fruit or food)
        • What it will ask you for this routine Search for?, case sensitive?, regex?, Taxonomy
    • Attribute Generator – Used to apply new values in any field within one or more modules when certain value(s) are found (during mining).
      • Example: If the term ‘Top Secret’ is found within any document, apply the value for the Role=Top Secret, to the ‘Roles’ attribute for any module. This will override the security roles for all documents which contain ‘Top Secret’
        • What it will ask you for this routine : Search for?, regex?, value to add, attribute, which modules?
    • HTML CleanerUsed to clean or scrub any HTML or code where certain values are found (during mining). Often used to fix older or bad HTML or convert bad characters from MS/Word or faulty HTML being ingested.
      • Example: Should you need to replace any fault HTML, codes or characters which includes “<b>Apple<b>, and replace with <b>Apple</b> (correcting the original faulty html)
        • What it will ask you for this routine : Search for?, replacement type (html/text), replace with?
    • Attribute HTML CleanerUsed to apply new values into certain fields into specific modules whenever certain values are found (during mining)-allowing you to apply new values to any attribute as a result
      • What it will ask you for this routine : Search for? , replacement type (html/text), replace with, attribute to add, which modules?
    • Data Triage- Used to redirect certain file types into certain modules.
      • Example, when spidering a shared network drive or database, you may want to deposit all documents containing ‘Marketing’ references into a module designated for only Marketing, or place all Excel documents found into it’s own module. This is used to organize content by type (within separate modules)
      • What it will ask you for this routine: Search for?, regex (yes or no), searched attribute, destination modules, logging attribute

Centralpoint's in line Edit View, empowers its users to easily view and manage any element which is serving to the page they are on. This feature is only available to administrators of the Client Console, and demystifies each page, explaining where everything is, and how to access it within one click. When you click on the items found on the page, it will return you to the Client Console, where that element can be managed. 

The Centralpoint Site Wizard empowers you to deploy new stand alone websites (public or private) within your enterprise. The Centralpoint Site Wizard steps you through needed steps to select the appropriate design, and empower administrators over them to contribute content to the enterprise. The site wizard allows you to leverage existing styles to rapidly deploy new sites. These sites become ancestors of the main site (children, grandchildren, etc.) which mean content can be shared between the parent, downstream, and further allows the local administrator to manage content local to that site only.  

The Centralpoint MASTER ENTERPRISE Server is the parent to your entire enteprise. Whether this means a singular portal, or multiple, the Centralpoint master gives you full control to easily deploy and manage your entire enterprise, including the scheduled tasks needed to automate daily maintenance routines. 

The Centralpoint MASTER ENTERPRISE Server is the parent to your entire enteprise. Whether this means a singular portal, or multiple, the Centralpoint master gives you full control to easily deploy and manage your entire enterprise, including the scheduled tasks needed to automate daily maintenance routines. 

The Centralpoint MASTER ENTERPRISE Server is the parent to your entire enteprise. Whether this means a singular portal, or multiple, the Centralpoint master gives you full control to easily deploy and manage your entire enterprise, including the scheduled tasks needed to automate daily maintenance routines. 

The Centralpoint MASTER ENTERPRISE Server is the parent to your entire enteprise. Whether this means a singular portal, or multiple, the Centralpoint master gives you full control to easily deploy and manage your entire enterprise, including the scheduled tasks needed to automate daily maintenance routines. 

Centralpoint Tab and Accordian pages allow you to expand the real estate on your site, giving depth to each page. Tabs and Accordians, allow for the user to quickly navigate to the specific information they are looking at within a singular record, where there might be more 'additional' information. You will often see this effect when present products, wherein the tabs may present Technical Specifications, Shipping Information, or additional photos of this product. Accordian pages can be managed as individual Navigation pages, or be incorporated into your module designer, to be presented with each record. 

Centralpoint supports the presentation of lightboxes, in a variety of different styles. This module is especially helpful when displaying images, videos and other information which users may want to peruse. The lightbox allows for users to view the information in a gallery, which gives them more real estate to view the files (images, videos). 

Centralpoint Search Redirect, allows you to take over the search results, re-directing your user (searching) to the exact record, or landing page you want to take them to. Sometimes the algorithm alone still leaves users sifting through your results, when you need them to arrive at a specific landing page. Centralpoint Search redirect, like all other modules, enables you to target certain users (by role), so that the right user gets returned to the right record every time.

The forms wizard is a tool for non technical users to create robust electronic forms, including the rules over workflow. This wizard walks you through a step by step questionairre, which, when completed, creates dynamic electronic forms, which allow you to triage incoming requests, trigger alerts during workflow, and even render live reporting of all of the activity against that form. 

Gamification refers to a process of making systems, service and activities more enjoyable. Centralpoint Gamification allows for your users to compete to be most active in their communities. Incentives can be provided to your users (whether it be employees, clients, or partners) to get more involved and compete to be the most active participant.

Centralpoint Gamification reporting allows you to see all of your users' activity, and compares one against the other, providing incentive for users to get involved. Gamification commonly employs game design elements which are used in so called non-game contexts in attempts to improve user engagement,organizational productivity, flow, learning, employee recruitment and evaluation, ease of use and usefulness of systems, physical exercise, among others. A review of research on gamification shows that a majority of studies on gamification find positive effects from gamification. However, individual and contextual differences exist.

Centralpoint's Global Login allows for your many sales representatives or customer service agents to log in to access their activity. Whether this be in the form of issue management, or account management, Centralpoint CRM works in unison with other tools in Centralpoint, like Email Broadcasting, Business Intelligence, Alerts, Email and Personalized Dashboards to serve each user prompts as to which task or account requires activity in order of importance. As these accounts or tasks progress toward closure, Taxonomy plays a role in organizing them for detailed reporting. All tasks or accounts in progress, by their taxonomy (stage) or closed are also reported on and able to trigger alerts to others. 

If you would like to reset hits, ratings or clicks on any particular record, please enter the comma separated list of GUIDS, and execute. To remove clicks on any of these records (in addtion to hits and ratings, please change the value of -1 to zero (0). To obtain the GUID for any record in your site, simply open that record in the console, and then (top right/drop down) click on View/Hide Properties, and you can copy the Data ID (not the module ID) into this comma separated value box. Additiionally, may add -1 to exclude Hits or Ratings (example, should you only want to reset clicks, hits or ratings)

It is HIGHLY RECOMMENDED that you back up your website prior to executing this tool. Note: Deleting these records will leave you with no historical information regarding your member's activity, or anonmyous site acitivty. 


, This tool can be found under the Development section within the Client Console, under 'Utilities'. Log in the Client Console, click on development, and search for this tool within this page. You can also ask your production manager to turn on the 'Tools' section of your client console. When this is done, each tool will appear individually within the console, for easy access.

ADAM Drug Notes is a Centralpoint module that contains all of the ADAM Drug information, including introductions, dosage requirements, and other associated information. This module was developed to import all Drug Notes information for use within your site. This is licensed content and requires an active license from ADAM to use on your site. 

Centralpoint ADAM Multimedia module allows you to leverage ADAM's rich health-care library within your site. ADAM's complete multimedia encyclopedia has been integrated within Centralpoint to allow you to cross-reference all its health-care information on your pages. This allows you to conduct a search and find all ADAM Multimedia Encyclopedia records in your site's results. 

The Centralpoint ADAM Wellness Tools module provides a directory of wellness tools from ADAM Multimedia and allows you to import all of them into Centralpoint for use within your hospital. It allows you to cross-reference any record in your site to the appropriate wellness tool associated with it. This content is licensed by ADAM, and you must maintain an active license in order to use this content within Centralpoint. 

Centralpoint Administrators are the lower-level administrators (beneath the webmaster) that may be in charge of a microsite, a group of microsites within your enterprise, or perhaps only one specific type of content within a singular microsite. This module allows you to empower others within your organization to log in and manage content, specific to certain sites and certain module types, that you give them permission to manage. 

Advertising is supporting content that is placed around the site's primary content. These ads can consist of images, flash, video, html, or ad scripts (provided by ad-serving companies). These ads can be controlled to appear within specific zones or areas of the site, only when certain keywords are searched, and can be filtered to appear for only certain Audiences and particular users based on their logged in Role.

Centralpoint Ad Banners live within Centralpoint Zones for display within your site to the right people, based on what they might search. Advertising modules are often used to show content "around" the site. For example, searching for the keyword "Restaurant" may suggest a particular advertisement for a restaurant (in the search results). However, you may want to only show your logged-in members advertisements, which other non logged-in members would not see. 

Centralpoint Advertising Zones are containers for Centralpoint Advertising Banners. The zones (where the advertisements will appear) can be created and placed anywhere within the site. Then, you may add banners to live within these zones, so as users are navigating certain sections of your site or conduct specific searches, their results may prompt corresponding advertisements. These zones and banners are tracked, so you can review any advertisement's progress over a period of time. 

Application Trace, when enabled will track any page loaded on the front end of the site, including the application 'trace'. This tool, when enabled, will show the incremental page load steps, including times. It is typically used to isolate a problem within any page's load. As with page tracing generally, you can view trace information at the bottom of individual pages. Alternatively, you can use the trace viewer (Trace.axd) to view trace information collected and cached by ASP.NET when tracing is enabled. Be sure to turn off Application Trace, when you are completed diagnosing your site or webpage.  More about this tool.

This tool is really designed for highly skilled developers to help them better understand what is happening 'behind the scenes' during any individual page load, in which to troubleshoot or 'trace' what is occurring during the page load..


, This tool can be found under the Development section within the Client Console, under 'Utilities'. Log in the Client Console, click on development, and search for this tool within this page. You can also ask your production manager to turn on the 'Tools' section of your client console. When this is done, each tool will appear individually within the console, for easy access.

The Centralpoint Audience Tree tool displays the hierarchy of audiences, or microsites, which live under your Centralpoint Portal. This module displays the Audience Tree, which includes links to the details of each  audience .  The current audience is highlighted, and the corresponding accessible audiences include the "Select" link. By clicking the select link, the current console will filter all data based on the selected audience. 

Centralpoint Audiences are often used as microsites, which live under your main enterprise. This is an N-tiered hierarchy of sites, meaning that you can have children, grandchildren or great grandchildren microsites, and so on. The hierarchy is important, as some microsites may only belong to certain divisions or departments. These do not have to be managed as stand-alone microsites, and may also be used as departmental landing pages within a singular site (with no children microsites). 

This tool will provide a full back up of your site's database (within SQL), and will also back up all related site files used within your site. To adjust the 'Maximum Backups', you must go to the Centralpoint Master Management Console. If you do not have access to your Master Management console, kindly contact your hosting or network administrator.

Note: This is highly used tool, by anyone and is typically a good idea to run this prior to any major work you do to your website (massive data imports, or any type of major enhancements to the site). In this way, all work has been properly saved, should you ever need to 'Restore' that back up. 


, This tool can be found under the Development section within the Client Console, under 'Utilities'. Log in the Client Console, click on development, and search for this tool within this page. You can also ask your production manager to turn on the 'Tools' section of your client console. When this is done, each tool will appear individually within the console, for easy access.

The Centralpoint Blog Topics module allows you to control topics by categories where people can share their thoughts and ideas. For example, it is normally a good idea to bring up a topic for discussion as a way to get people talking about it . Then, everyone can begin sharing similar thoughts or ideas relative to that topic. Centralpoint Blog Topics is the way to manage all of your topics in an organized way for others to discuss. 

Bloggers are the authorized blog authors or writers within Centralpoint. They are the ones posting new blog articles to which others may respond. They might be industry experts you invite to write articles for your users, or they might be in-house employees who are thought-leaders. The blogs typically fall under a taxonomy, so that all blog articles may be classified around the type of information they address. 

A pivotal aspect of effective digital strategy management involves determining high-interest areas and delivering content to clients in alignment with their preferences. Centralpoint offers the means to shape your content strategy around user inclinations by capturing and reporting almost all aspects of their online interactions with you. This encompasses their prominent searches, highest and lowest user-rated content, posted comments, less-searched topics, searches yielding minimal results—all of which evolve over time.

Leveraging Centralpoint's analytics, you gain insight into user behavior patterns categorized by audience (microsite), keywords, or metadata (Taxonomy) types. We strongly advocate dedicating time to monitor and compare these activities over intervals, enabling you to refine the digital experience for individual users. These reports are customizable and can trigger alerts based on specific user activities. Rules can also be established to dynamically adjust content presentation based on this user-driven activity, automating content delivery according to direct user experiences. For more extensive user data mining, explore Centralpoint's Gamification module.

The Centralpoint Calendar of Events module provides an intelligent way to manage your events and registration, if any, throughout the year. Centralpoint Calendar of Events allows you to manage recurring events, as well as events that require registration either for FREE or FEE. When events require registration, Centralpoint Calendar of Events also considers total seat count, how to sell out an event, if possible, and payment collection, even how to report the current attendee list to the event host.

Centralpoint Cheer Cards empowers hospitals to enable users to customize and personalize greeting cards, which then can be delivered to patients in the hospital. Cheer cards offer family and friends far away the ability to support loved ones who are being cared for in the hospital. The templates for the greeting cards can differ per client and are easily customized to meet the needs of your design tastes. 

This tool will clean your web site, file system and database. It will audit files no longer referenced in the database and delete them, it will also run complete database maintenance routines, restart any (saved items in) cache memory, and restart the entire website application. Note: This is a good tool to use, if there is ever some performance anomoly on your website, based on some spike in traffic, or if you feel like some activity on the site has slowed it down in some way. ..

This tool can be found under the Development section within the Client Console, under 'Utilities'. Log in the Client Console, click on development, and search for this tool within this page. You can also ask your production manager to turn on the 'Tools' section of your client console. When this is done, each tool will appear individually within the console, for easy access.

This is rarely used tool, which eliminates all previously uploaded files into the directory (like images, documents, files). It would be a tool to use, when creating or setting up a new site, to ensure that no remaining files uploaded to the previous (or creator site) is present. 

The template file shows an example (only) of how you would name your media files (images or documents (pdf, doc, xls, ppt, jpg, png, etc.). By uploading this new excel file, ALL previous media files will be deleted and only these will remain. You will note that this tool requires a full back up be done prior, due to the breadth of this of type of change. 


, This tool can be found under the Development section within the Client Console, under 'Utilities'. Log in the Client Console, click on development, and search for this tool within this page. You can also ask your production manager to turn on the 'Tools' section of your client console. When this is done, each tool will appear individually within the console, for easy access.

Over the course of time all of the searches conducted within your site are saved. This tool would be used to flush all previous saved search routines in your site, allowing you to re calibrate the relevance of more recent searches being made. This tool was created to prevent  'previously searched keywords' from the database, putting you in charge of when you want to re calibrate those keywords searched. Note: You would like not need to use this unless you are capturing search terms from unwanted users to your site (profanity or bot created searches)  This tool can be found under the Development section within the Client Console, under 'Utilities'. Log in the Client Console, click on development, and search for this tool within this page. You can also ask your production manager to turn on the 'Tools' section of your client console. When this is done, each tool will appear individually within the console, for easy access.

Comments allow for collaboration between individuals only where you choose to allow it. These can also be roles based, allowing only collaboration between like minded individuals. The comments suite allows you to control who may see the comments, and where they may be forwarded in which to first be reviewed.

Leverage your own social media tools to track commentary and collaboration between users. All of Centralpoint's standard modules are designed to collect end-user comments related to the individual data documents. These comments are collected by adding the "comments CpScript," generated by the Comments > Configuration module to the Site Architecture > Module Designer > Details View (#3) layout of the module. 

The Common Scripts module allows you to search ALL of the available Centralpoint Help files and CPScripts (Centralpoint Scripts), which enable you to drop functionality anywhere on your pages. This module is found under the ADMIN tab of your Client Console and allows you to search for help files by category. This module enables you to search for any of the functions within Centralpoint, by module, and includes the steps necessary to customize or alter those scripts to meet your specific needs. 

The Centralpoint Crosswalks tool (typically a script) found within the Module Designer is a great illustration as to why you need a centralized and comprehensive platform to manage your content. Crosswalks provide cross-references to related information within your site, putting all of the information at your fingertips. By leveraging Centralpoint's taxonomy and WYSIWYG object-oriented programming, you are able to automatically suggest and recommend related information for virtually any page you manage. , This tool can be found under the Development section within the Client Console, under 'Utilities'. Log in the Client Console, click on development, and search for this tool within this page. You can also ask your production manager to turn on the 'Tools' section of your client console. When this is done, each tool will appear individually within the console, for easy access.

Centralpoint boasts exceptional Data Transformation tools that automate the aggregation of data from diverse sources. It facilitates both indexing and ingestion of both structured and unstructured data. This encompasses the capability to gather information from a variety of systems (such as SQL, Oracle, IBM, XML, JSON, CSV) as well as files from folders (like PDFs, Word documents, images, videos).

Moreover, these tools offer Data Mining to automatically classify each record and assign the appropriate metadata and Taxonomy upon import. This empowers you to conduct searches and locate records across disparate systems, uncovering relationships that might exist between all records.



Centralpoint's Data Import Utilities is a series of tools designed to prepare for imports. This tool allows you to set global parameters or assumptions when it comes to data imports. Import Utilities is a container for any tools that may aid developers during the import process. It empowers you to centralize information from disparate sources for mash up and delivery to your users.

Centralpoint Data Sources allow you to display dynamic content anywhere you desire on your site. This tool enables you to speak directly to Centralpoint's database (or others) to determine the type of content you want available, creating mobile content. For example, let's say while users are reading a news article, you want to display all related products immediately to the right of the article. This is where a data source comes into play. This deep dive video shows all features of data sources, This tool can be found under the Development section within the Client Console, under 'Utilities'. Log in the Client Console, click on development, and search for this tool within this page. You can also ask your production manager to turn on the 'Tools' section of your client console. When this is done, each tool will appear individually within the console, for easy access.

Centralpoint Data Sources allow you to display dynamic content anywhere you desire on your site. This tool enables you to speak directly to Centralpoint's database (or others) to determine the type of content you want available, creating mobile content. For example, let's say while users are reading a news article, you want to display all related products immediately to the right of the article. This is where a data source comes into play. 

Centralpoint's Database Table Lookup allows you to review any database within Centralpoint to better understand its table structure. This can help you clearly understand any integration, or it can simply demystify how all of the information is stored within Centralpoint. It is helpful to see it from the database perspective, and this utility allows you to do just that., This tool can be found under the Development section within the Client Console, under 'Utilities'. Log in the Client Console, click on development, and search for this tool within this page. You can also ask your production manager to turn on the 'Tools' section of your client console. When this is done, each tool will appear individually within the console, for easy access.

Because taxonomy supports N-Tiered relationships this means that should you ever want to delete a taxonomy tree, or individual taxonomy terms, you would need to do so manually, indvidiually, until all nodes of that taxonomy tree were deleted. This tool was created to allow all taxonomy items under a particular parent to be deleted in one fell swoop. Without this tool, each taxonomy found under the parent would have to be deleted manually, and individually and be time consuming. 

Note: You will want to confirm that the taxonomy (or family tree) you are deleting is not already in use by other modules, prior to deleting. If you delete the taxonomy list or tree, and it was in use prior, then you will need to retag all of those records to a new taxonomy post facto. It is highly recommended that you back up your site (See Tools/Backup) prior to the deletion of any taxonomy.


, This tool can be found under the Development section within the Client Console, under 'Utilities'. Log in the Client Console, click on development, and search for this tool within this page. You can also ask your production manager to turn on the 'Tools' section of your client console. When this is done, each tool will appear individually within the console, for easy access.

Centralpoint Design Styles allow you to maintain your website styles, classified by Audience and Role, to render distinctly designed websites. These styles primarily relate to colors, fonts, images, and other design elements. The global attributes are always available, but the majority of this module's attributes are controlled by the Site Type. Centralpoint styles support your own CSS, but allow you to manage all of your CSS in a way that can be re-used on your other websites., This tool can be found under the Development section within the Client Console, under 'Utilities'. Log in the Client Console, click on development, and search for this tool within this page. You can also ask your production manager to turn on the 'Tools' section of your client console. When this is done, each tool will appear individually within the console, for easy access.

The Centralpoint Media Manager module is designed to streamline how organizations update and maintain their assets, and then make the newest versions available for download, on request, fresh out of the oven.  Centralpoint's Digital assets Media module enables you to manage your assets separately from your documents, and even allows you to manage your elements of your documents (paragraphs or key values) so that the singular record assembled, may differ between multiple end users. 

Content is a living breathing organism, and the goal is to serve the most users, using the least amount of content; so that any request they make, assembles the needed output on demand. 

The Centralpoint Document Icons module allows you to control which icons (images) appear when certain types of documents are searched. It is used to manage a list of document icons that are placed using Centralpoint  Scripting . Simply enter the file extension in the "Extension" attribute and upload the corresponding icon (A default icon will be used if a corresponding record cannot be found.). For example, if you would like to show an icon for a PDF, Word, or Excel document in the results view, this allows you to control which icons are used in that display. 

The Centralpoint Document Management module is designed to streamline how organizations update and maintain their documents, and then make the newest versions available for download.   Centralpoint's Document Management module is a two-module suite that allows administrators to manage text and documents -- and the versions of those documents.  The major functions of these modules are: The ability to transform text fields into PDF documents 

Centralpoint's Dynamic Navigation empowers you to manage any style of navigation you desire (whether vertical, horizontal or both) within your site. This module is often used to design your site's main navigation, but it may also be re-used for your microsite's navigation -- or perhaps even your dynamic site map. This module is used to design a DHTML menu that displays items from the Site Architecture > Navigation module. 

This module allows you to consume external RSS feeds, so that you may repurpose them and present them on your Centralpoint website. Not only can you manage the CSS to control how the RSS feeds will appear, but you can also control how many records are displayed, as well as whether or not cache is used.

Centralpoint's Dynamic Script Generator empowers you to retrieve data from any module and then format it as a CpScript to be placed anywhere on your site. For example, if you want to greet users on your homepage with the Top Five news articles, Top Three events, and the featured employee of the month, the Dynamic Script Generator will allow you to create three mobile scripts, which you may then place wherever you desire on the homepage. 

Centralpoint's Dynamic Scripts module allows you to retrieve data from any module and then format it as a CpScript to be placed anywhere on your site. For example, if you want to feature the Top Five news articles and Top Four events on your homepage (in descending order), the Dynamic Scripts tool empowers you to create individual scripts for each, and then place them anywhere on your homepage. You can control the record count, sort order, CSS, and anything you need to easily create dynamically serving ..., This tool can be found under the Development section within the Client Console, under 'Utilities'. Log in the Client Console, click on development, and search for this tool within this page. You can also ask your production manager to turn on the 'Tools' section of your client console. When this is done, each tool will appear individually within the console, for easy access.

Centralpoint's Dynamic Tab display empowers you to create Tabbed View content to maximize your real estate on your site. The Tab Views (each tab) can contain dynamic scripts, so that you may show the latest news, events, etc., within each tab when it is clicked. This module takes advantage of rich style sheets, and can be managed in both iframe and JQuery versions for visual effects. These style sheets can be completely customized within the CSS style attribute and Scripts. This module allows you to easily create Dynamic Tabs, or even Dynamic 'Accordian pages' 

All content modules within Centralpoint can be e-commerce enabled. This means that if you wish to sell anything -- a record, a video, or an online course -- you can. Of course you can manage a product catalog where users can shop, add items to their cart, and check out, but you may want to make records e-commerce enabled you never before thought possible. You may wish to sell one report amongst hundreds of others that might be free. In this way, you determine what is sold and at what price. Any module can be ecoomerce 'enabled'. When a module is enabled, each record added, has an additional E-Commerce tab, to control such things as price, image, dim weight...allowing you to sell any record in your site (from a document, video, to a product). When a record is ecommerce enabled, and has a price (for purchase) it will automatically appear in the search results, and the record view, complete with an ADD TO CART feature.

Centralpoint's E-commerce Addresses enable your e-commerce customers to store their addresses on your site. In this way, when they revisit your site, they can easily select their shipping addresses for added convenience. The address selected will work against the Shipping Option (figuring in DIM weight of the products purchased) to determine exact shipping charges per user and per order.

Centralpoint's E-commerce Cart Configuration generates "shopping carts" for managing user orders. The cart module is designed to create an invisible repository for both open and closed orders, and it controls how the cart looks and behaves.  All standard modules are designed to support e-commerce by simply enabling it using the modules properties. Enabling e-commerce adds the E-commerce Tab to the module and allows you to begin setting up the values required for it to operate. 

Centralpoint E-commerce Discounts and coupon codes empower you to manage and apply discounts to e-commerce orders. You may want to offer a certain percentage off of some products for a period of time. You also may want users to enter a promotional code, which might entitle them to discounts. The Centralpoint E-commerce Discounts module allows you to offer e-commerce clients as many discounts as you desire.

Centralpoint E-commerce Merchant Manager enables you to determine which vendors will process your credit-card orders. Centralpoint has already integrated with many vendors in this space, including WorldPay, Virtual Merchant, PSN, PayPal, PayFlowPro, Authorize.NET, and Bank of America, among others. This allows you to work with the vendor who can give you the best-possible rate to process your credit-card orders. 

Centralpoint E-commerce Sales Tax Manager allows you to manage sales tax rates based on the region in which you do business. Because these rates typically change, the Sales Tax Manager ensures you are always collecting the appropriate rate of tax, by state, if applicable. This tool also can be modified to collect against Provinces, cities, VAT taxes, etc., in the case of an international e-commerce site.

Centralpoint's E-commerce Shipping Manager allows you to choose which shipping carriers will deliver your e-commerce clients' products. You can determine carriers based on information, such as handling fees and miscellaneous charges. Your e-commerce clients will be able to choose from these options during their checkout process.

Centralpoint's Education Configuration module empowers you to set up as many administrators as you desire to process incoming tests. This module gives you control over who should review incoming tests and what the certificates will look like. It even gives you control over whether or not these tests are taken within a certain time limit and/or how many times they may be retaken. The Education Configuration module creates the setup for particular courses. After one is set up, courses can be linked to them. he only real competitive differentiator today is whether or not an organization can learn faster than their competition. Education is more than just tests and compliance. It is a culture which Centralpoint can help implement and be embraced by your users.

Centralpoint Education Questions offer you control over the questions that comprise your online courses. Questions in this module can be automatically graded (if multiple choice) or manually graded (if essay answers are required). The Centralpoint Courses are made up of any number of questions. The user can select their course, read the content associated with it (or perhaps watch a video), and then take the test. The only real competitive differentiator today is whether or not an organization can learn faster than their competition. Education is more than just tests and compliance. It is a culture which Centralpoint can help implement and be embraced by your users.

Centralpoint Education Reports collect all of the information about your users and their test results, including: who took the test, what time they took the test, what answers were provided, and whether they passed or failed. The only real competitive differentiator today is whether or not an organization can learn faster than their competition. Education is more than just tests and compliance. It is a culture which Centralpoint can help implement and be embraced by your users.

Centralpoint's Email Broadcast Reporting allows you to gain deep insight into the success of your email campaigns. Centralpoint can push out personalized messages to each of your users and then track who opened them and who read them. You might be sending your email broadcast out for the benefit of an advertiser, sponsor, or as a way to survey your users. In this way, your campaigns can provide detailed reporting so you can analyze them to determine whether or not your message was successful. 

Centralpoint's Email Broadcasting & Alerts allow you to push out email- and text-based alerts to your users in a personalized manner. Centralpoint is unique as a CMS because it has an integrated email broadcasting engine. It is capable of sending out personalized emails, contingent upon when your content actually changes. Its intelligent integration between content rules and the users who receive them result in less work for you in maintaining both your website AND your email lists. 

Error Reporting is managed in two locations, first within the Client Console of each individual Centralpoint Portal and also at the Uber Console, by Oxcyon. 

This tool typically used by senior developers, allows you to see the SQL Query for any module in your site. By selecting any module, it will provide the complete SQL Statement for all records from that module. This Query can then be used to create Data Sources, Data Transfers, or to build any report.
It has been optimized for use within Data Transfer, and although it could be used for reporting or others tasks (to filter record sets), it is not optimized for those purposes.


, This tool can be found under the Development section within the Client Console, under 'Utilities'. Log in the Client Console, click on development, and search for this tool within this page. You can also ask your production manager to turn on the 'Tools' section of your client console. When this is done, each tool will appear individually within the console, for easy access.

When migrating or extracting documents 'from' Sharepoint this tool is essential to retreive and restore binary images and documents. It will allow you to create a new file structure of all documents (previously in Sharepoint) into a new file directory, wherein files will no longer be binary. From this new directory, typically imports are run in order to migrate these records into Centralpoint. This would be a tool used by senior developers.

Note: This tool will mimic the file directory previously maintained in Sharepoint (including the documents). This tool gives you the option to control various versions of Sharepoint (old to new), wherein some fields below pertain only to certain versions of Sharepoint. 


, This tool can be found under the Development section within the Client Console, under 'Utilities'. Log in the Client Console, click on development, and search for this tool within this page. You can also ask your production manager to turn on the 'Tools' section of your client console. When this is done, each tool will appear individually within the console, for easy access.

Centralpoint's FitBit (and any wearable device integration) allows you to provide incentives for a healthier team. Centralpoint Fitbit integration allows for remote tracking of your staff to monitor such things as Geo positioning, Sleep patterns, Heart Rate, Workouts. This data can be incorporated into Centralpoint's Gamification tools in order to track and incent your team to become the healthiest member.

This tools was created in order to take any encoded form state string, in which to decode. Enter the encoded form state string and click decode. This would be strictly for developers. 
Note: Form state stores information about a form, their controls and their values. That information is encrypted, which is why we developed this tool....allowing to decode the form into an unencrypted format, including its values. 


, This tool can be found under the Development section within the Client Console, under 'Utilities'. Log in the Client Console, click on development, and search for this tool within this page. You can also ask your production manager to turn on the 'Tools' section of your client console. When this is done, each tool will appear individually within the console, for easy access.

Centralpoint Forms Management empowers you to create any web-based form you need and then routes the request through custom workflows (depending on the form) and integrates it (including its approvals) with your back office. Forms encompass everything from e-commerce transactions to day-off requests to posting a web page -- each with its own unique workflow. Centralpoint Forms Management allows you to triage ALL incoming communication to your organization, route it for appropriate workflow, integrate it...

Centralpoint Forms to Documents (or Web to Print) empowers you to create any web-based form you need filtering the data submitted through a TEMPLATE, (Doc, PPT, Excel), which then outputs a standardized templated output document (doc, pdf, ppt, xls) to parse all incoming requests into recorded documents. This approach to document creation guarantees that the verbiage of the agreement or template, always be kept up to date. These actions can also carry custom workflow (depending on the form) and integrates it (including its approvals) with your back office. Forms encompass everything from e-commerce transactions to day-off requests to posting a web page -- each with its own unique workflow. Centralpoint Forms Management allows you to triage ALL incoming communication to your organization, route it for appropriate workflow, integrate it...

Centralpoint's Cross-Forest Single Sign-On (SSO) extends support to various authentication methods, including AD (Active Directory), ADS, LDAP, LDAPS, SAML 2.0 (Okta, Ping, Symantec), Windows Authentication, oAuth, and Open ID (Twitter, Salesforce, Google, Facebook), all available right out of the box. This comprehensive support ensures secure authentication for all your diverse users—employees, partners, customers—from a central and unified point. This feature operates as a secure hub, enabling the secure distribution of information and data collection from each user. User activities, including traffic, form submissions, and requests, can be seamlessly integrated into your multitude of back-office systems via our Web API.

Centralpoint's Health Logs provide your users with tools to track their progress over time. Whether they are tracking their calories, their blood sugar, or their travel expenses on a monthly basis, Health Logs enables them to easily record and monitor their progress. This highly versatile set of reports allows you to set up logs for anyone to chart data at any time. Logs, which can be set up to track data daily, weekly, quarterly, or annually, offer robust line charts based on the information submitted.  Centralpoint has also been integrated to work with FitBit and/or wear able devices, so that the health data can be aggregated securely, given opt in consent by the members.

Centralpoint's Healthday News leverages the rich content from Healthday into your site. Using our scheduled data transfer utilities, Healthday active subscribers can import daily news stories into their site by category (or, in Centralpoint terms, Taxonomy). In this way, the imported news articles keep your site up to date with fresh, relevant content. By importing news from Healthday, you can now crosswalk Healthday news with other pages in your site. 

This tool would only be used in the case of multi portal development, within a Master Enterprise environment. Since Centralpoint leverages rapid application development, this means a newly created site was created by another site (it's parent). This suggests that records found in the creating site may need to be flushed and cleaned prior to the launch of the new site (although not always the case, should you want records to be preserved). Should you want to flush all values, and ensure a clean deployment, this tool  will DELETE all previously deleted Users (IsDeleted = 1) will delete any and all records from Searches, Survey,  Email Broadcasts, Clicks, Ecommerce Test Orders and Leads.

It is recommended to only use this tool when launching a new website.


, This tool can be found under the Development section within the Client Console, under 'Utilities'. Log in the Client Console, click on development, and search for this tool within this page. You can also ask your production manager to turn on the 'Tools' section of your client console. When this is done, each tool will appear individually within the console, for easy access.

Centralpoint's Global Login is a Single Sign-On tool that allows you to welcome each user in a unique way and grant them control over only certain types of content. Not only can you manage each user's roles, but you can also manage their entire design and layout experience, based on the role of the user logging in. When a user logs into the site's front end, this module is queried for live records and authentication is attempted using the entered username and password. 

Centralpoint's Global Login is a (Cross Forest) Single Sign-On tool that allows you to welcome each user in a unique way and grant them control over only certain types of content.  This allows you to authenticate each user to determine their roles, granting the right access to the right records, including the right Audience (landing page or design). Global Login allows you to welcome each user, yet return them to the appropriate channel within your site. Since every record in Centralpoint supports roles based filtering, this means everything from the design, to the navigation, to the records they can access are all managed automatically after they log in. 

Oxcyon stresses 'Cross Forest' Single Sign On, as your users could be employees, customers, partners, affiliates, or even outsiders. Centralpoint's Global Login supports authentication with Active Directory, LDAP, LDAP-S, oAuth (Google, Twitter, Facebook), Salesforce, or even custom databases you may use to authenticate (IBM or Oracle). Upon each user's log in, Centralpoint will check any and all authentication sources to determine their role(s). A user may have only one role, or may have multiple roles, within multiple channels, allowing them access to many channels within your enterprise, or may even give them the option of where they want to go. 

Centralpoint's Global Login also supports a new dimension in authentication known as Dynamic Roles. Here you may create very specific conditions beyond that of simple roles assignment. Example: Role may equal customer, but dynamic roles allows you to define any other criteria (like last year's sales >50K, or Gender=Male, or State=Ohio). Dynamic roles empowers you to narrowcast each record you manage to reach only the specific roles you need; which we believe is the pinnacle of highly personalized content. 

Centralpoint additionally supports it's own Members Module, should you need to authenticate with users found in this module. Although many clients may use the Members module for all of their many members (even across multiple roles), the Centralpoint Members module may be used for public users who wish to sign up for enewsletters, or save their preferences when returning to the site. Centralpoint's Global Login module is perhaps the most powerful SSO tool in the market today.

Centralpoint's Global Login is a (Cross Forest) Single Sign-On tool that allows you to welcome each user in a unique way and grant them control over only certain types of content.  This allows you to authenticate each user to determine their roles, granting the right access to the right records, including the right Audience (landing page or design). Global Login allows you to welcome each user, yet return them to the appropriate channel within your site. Since every record in Centralpoint supports roles based filtering, this means everything from the design, to the navigation, to the records they can access are all managed automatically after they log in. 

Oxcyon stresses 'Cross Forest' Single Sign On, as your users could be employees, customers, partners, affiliates, or even outsiders. Centralpoint's Global Login supports authentication with Active Directory, LDAP, LDAP-S, oAuth (Google, Twitter, Facebook), Salesforce, or even custom databases you may use to authenticate (IBM or Oracle). Upon each user's log in, Centralpoint will check any and all authentication sources to determine their role(s). A user may have only one role, or may have multiple roles, within multiple channels, allowing them access to many channels within your enterprise, or may even give them the option of where they want to go. 

Centralpoint's Global Login also supports a new dimension in authentication known as Dynamic Roles. Here you may create very specific conditions beyond that of simple roles assignment. Example: Role may equal customer, but dynamic roles allows you to define any other criteria (like last year's sales >50K, or Gender=Male, or State=Ohio). Dynamic roles empowers you to narrowcast each record you manage to reach only the specific roles you need; which we believe is the pinnacle of highly personalized content. 

Centralpoint additionally supports it's own Members Module, should you need to authenticate with users found in this module. Although many clients may use the Members module for all of their many members (even across multiple roles), the Centralpoint Members module may be used for public users who wish to sign up for enewsletters, or save their preferences when returning to the site. Centralpoint's Global Login module is perhaps the most powerful SSO tool in the market today.