1. |
- Centralpoint Scripting
- Everyone: All Users
- 4/24/2020
- Relevance: 357
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12/31/9999 11:59:59 PM
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[cp:databind key='ExportPoliciesinManualLink(Container.DataItem, "Export Policies in this Manual", "/Console/Integrations/Centralpoint/Resources/downloadpolicies.png")' /]
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4/24/2020 9:58:19 AM
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2. |
- Centralpoint Scripting
- Everyone: All Users
- 4/24/2020
- Relevance: 298
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12/31/9999 11:59:59 PM
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[cp:control key='ExportPoliciesinManual' /]
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4/24/2020 9:58:19 AM
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3. |
- Centralpoint Module Gallery
- Development Tools (Utilities), Content Management, Knowledge Management, Search Engine Optimization, User Experience
- Everyone: All Users
- 1/14/2013
- Relevance: 269
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12/31/9999 11:59:59 PM
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Centralpoint, Oxcyon, Gartner, Magic Quadrant, MQ, Digital Experience, Portal, SSO, SAML, AD, Data Migraiton, Document Management, Metadata, Taxonomy, Enterprsie Content Management, Knowledge Management, metadata,ontology,intranet,portal,transformation,Artificial Intelligence,aggregation
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This senior developer tool allows you generate the SQL Query (command) for all fields relative to Taxonomy or Audiences. Taxonomy and Audiences are considered System modules (not containing ordinary content), and hence require this tool to extract data from any of these modules. , 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.
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2/19/2024 12:09:56 PM
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https://qc.xoprod20.com/Uploads/Public/Centralpoint_Oxcyon_DevelopmentUtilities.jpg
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4. |
- Centralpoint Module Gallery
- Development Tools (Utilities), Content Management, Knowledge Management, Search Engine Optimization, User Experience
- Everyone: All Users
- 1/14/2013
- Relevance: 265
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12/31/9999 11:59:59 PM
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Centralpoint, Oxcyon, Gartner, Magic Quadrant, MQ, Digital Experience, Portal, SSO, SAML, AD, Data Migraiton, Document Management, Metadata, Taxonomy, Enterprsie Content Management, Knowledge Management, metadata,ontology,intranet,portal,transformation,Artificial Intelligence,aggregation
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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.
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2/19/2024 12:08:12 PM
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https://qc.xoprod20.com/Uploads/Public/Centralpoint_Oxcyon_DevelopmentUtilities.jpg
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5. |
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6. |
You need to evolve and innovate to be successful. But the cloud is as complex as it is powerful. Our staff and partnership with Rackspace leverages the right experts and environments who are certified in all the leading public cloud platforms and technologies — so you don’t have to be. Oxcyon, through it's partnership with Rackspace offers managed security services to help you leverage the public, private, hybrid and multi-cloud offerings while meeting even the most stringent security and compliance requ...
- Security Policies
- Security
- Everyone: All Users
- 10/25/2022
- Relevance: 44
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12/31/9999 11:59:59 PM
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Centralpiont Hosting & Security Policies, Cloud, Host, Hosting, Compliance, Certificate, Centralpoint, Oxcyon, Gartner, Digital Experience, Knowledge Management, Data Mining, Document Retention, Data Aggregation, Inference Engine, Technical, Specifications, Stack, Content Management, Sharepoint Alternative, Big Data, Metadata, Automate metadata, Taxonomy, Enterprise, Magic Quadrant, Centralpoint Compliance, Centralpoint Technical
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3/27/2023 4:02:16 PM
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7. |
- Centralpoint Update History
- Everyone: All Users
- 1/3/2017
- Relevance: 44
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12/31/9999 11:59:59 PM
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Centralpoint Updates, Centralpoint Version, Oxcyon Release, Centralpoint Release, Digital Experience, Magic Quadrant, ECM, Content Management, Portal, Enterprise, User Experience, MDM, Master Data Management, Gartner
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Feature |
Summary |
Broadcasts > Reporting |
New export buttons were added to the upper right hand corner of the grid view of this module. These buttons export the entire contents of the module. They do not consider grid view searches and sorting. |
Procedure Manuals > Change Request Workflow |
A new module designer has been developed for this module. This makes it accessible as a stand alone module from Site Architecture > Module Designer > Initialize > Module. |
Development > Module Backups |
This module was created to manage backups created during data transfers, but also supports the creation of new module backups. Creating a module backup can affect the site's performance and storing a large number of module backups may cause disk space issues. |
Development > Keyword Lists |
Generic keyword lists now support Name aliasing via Master > Web Sites > [Web Site Name] > Aliases. The alias will not replace the name, but rather display in parenthesis after the name: Generic A (Alias). This alias is intended to direct users toward the purpose of a keyword list, but does not replace the name. It does not affect searches or sorting within the keyword lists grid view or instances of the keyword list name outside of this module. When creating keyword list aliases you should notice that the Term selector in Master > Web Sites > [Web Site Name] > Aliases contains separate items for each Generic keyword list prefixed for keyword lists: KeywordList: Generic A. This was done to separate generic keyword list aliases from all other generic references like console navigation. |
FormUpload CpScript |
This script has a new RequiredFieldErrorMessage parameter. This parameter can be used instead of a FormRequiredFieldValidator script. |
Tools > Taxonomy Pre-Import Tool |
This new utility will creates taxonomy with the parent-child relationship based on columns in an Excel file. It can also update the Excel file with a column containing a comma separated list to new TaxonomyIds. |
Data Sources |
New attributes have been added under Formatting Options = 'Paged Data List': Data Element, Container CSS Class, and Data Element CSS Class. |
SingleSurveyQuestionResult CpScripting |
This script has been rewritten to display results using google charts instead of flash charts. |
NavigationSectionMenu CpScript |
An issues was resolved that caused some child formats to be applied twice. |
Admin > Template Gallery |
This new "Authorize.net Hosted Form" template record was created to generate a navigation item and form record to implement an Authorize.net hosted form for enhanced security. |
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1/16/2017 9:50:00 AM
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8. |
- Centralpoint Update History
- Everyone: All Users
- 4/20/2015
- Relevance: 37
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12/31/9999 11:59:59 PM
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Centralpoint Updates, Centralpoint Version, Oxcyon Release, Centralpoint Release, Digital Experience, Magic Quadrant, ECM, Content Management, Portal, Enterprise, User Experience, MDM, Master Data Management, Gartner
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Feature |
Summary |
CartDownloadDigitalItems CpScript
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A new Format property has been added.
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Data Transfer
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A new Source & Destination > Source > Excel (Aspose) option has been added. It works much like Excel (OLE DB), but with better support for mixed data type columns in medium or small data sets.
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Data Transfer Column CpScript
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This script has been updated to support a new Export property. When set to ‘true’ a directory will be created alongside the export containing any Uploads files referenced in the column. When the Source & Destination > Destination Compress File property is set to Yes this new directory will be included in the compressed export file, otherwise it will be left in the site’s Uploads directory. This features includes Uploads, but not Resources to protect resource security.
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Data Transfer IfElseColumn CpScript
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This script supports all Column CpScript properties, but uses two column name properties. If the column specified in the IfColumn property does not exist it uses ElseColumn instead.
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Design > Data Sources
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The Select Command Builder now has their Vertical and Horizontal options modified to be more uniform using DIVs, CSS, and JavaScript. The GridView option now is using the ExtTable CpScript.
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Design > Dynamic Scripts
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A new Formatting > Abstract Icon Position attribute has been added.
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Members
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A new Contact > Photo attribute has been added to Members and Site Architecture > Administrators.
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5/4/2015 10:15:11 AM
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9. |
- Security Policies
- Security
- Everyone: All Users
- 7/14/2022
- Relevance: 35
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12/31/9999 11:59:59 PM
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3/27/2023 4:03:52 PM
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10. |
- CodeSamples
- Questions
- Everyone: All Users
- 5/2/2023
- Relevance: 29
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12/31/9999 11:59:59 PM
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Data Transfer, WebApi, Syndication, Rss
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5/9/2023 11:42:25 AM
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11. |
- Centralpoint Update History
- Everyone: All Users
- 2/15/2021
- Relevance: 29
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12/31/9999 11:59:59 PM
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Centralpoint Updates, Centralpoint Version, Oxcyon Release, Centralpoint Release, Digital Experience, Magic Quadrant, ECM, Content Management, Portal, Enterprise, User Experience, MDM, Master Data Management, Gartner
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Feature |
Summary |
GetValue Data Transfer CpScript |
This new script will get a value from an attribute in CpCollection XML or a cell in an Excel file. |
DataSourceExportButton CpScript |
Two new properties are supported, FileName and DataSourceDataId. FileName='' allows users to control the filename of the downloaded export. DataSourceDataId='' allows users to target a specific Data Source on the page which the exported file will be generated from. The Data Source being targeted must exist on the page. |
Data Transform > Data Cleaner |
The "Replace With" attribute has been changed from a text box to an RTF Editor. |
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3/1/2021 10:31:30 AM
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12. |
This Acceptable Use Policy (“AUP”) describes activities that are not allowed on the Oxcyon Centralpoint Hosting® network. The AUP is incorporated by reference in your Agreement with Oxcyon. Capitalized terms used in this AUP and not otherwise defined herein shall have the meaning given in the Agreement. Inquiries regarding this policy should be directed to info@Oxcyon.com Abuse You may not use Oxcyon's network or Services to engage in, foster, or promote illegal, abusive, or irresponsible behavior...
- Site Map
- Everyone: All Users
- 2/14/2014
- Relevance: 25
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12/31/9999 11:59:59 PM
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3/3/2019 9:41:03 AM
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13. |
- Centralpoint Update History
- Everyone: All Users
- 5/6/2013
- Relevance: 23
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12/31/9999 11:59:59 PM
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Centralpoint Updates, Centralpoint Version, Oxcyon Release, Centralpoint Release, Digital Experience, Magic Quadrant, ECM, Content Management, Portal, Enterprise, User Experience, MDM, Master Data Management, Gartner
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Feature |
Summary |
Broadcasts
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Support has been added for DataSource CpScripts that utilize Formatting > Formatting Options = Raw HTML.
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Comments > All Modules
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The Approver attribute has been updated to properly display the username and email address of the administrator that approved the comment. AncestorAdmin (ancestoradmin@oxcyon.com) will be displayed when the administrator does not exist in the Site Architecture > Administrators module.
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Data Transfer
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A new Source & Destination > Source = Taxonomy option has been added.
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Data Transfer
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A new Source & Destination > Destination = Taxonomy option has been added.
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Data Transfer
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A new File System option has been added to the Source attribute. New WebSiteLocalPath, FileAction, and FileReadAllText CpScripts have also been created for use with this source. The new CpScripts have been documented in the Data Transfer help file.
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Data Transfer CpScripts
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A new Export parameter has been added to the Audiences, Taxonomy, Roles, Module, and Keywords CpScripts. When Export=‘true’ the replacement process is reversed allowing you replace GUIDs with a plain text value retrieved using the ValueColumn parameter.
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Design > Media Files
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Auto Rotate, Rotate Duration, and Fade Speed attributes have been added when Style Options = Cycle Slideshow.
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Education
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An issue was addressed for IE 7 users on Windows XP that caused apostrophes to render incorrectly.
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FormUpload CpScript
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A new CreateParentSubFolder parameter has been added to place uploads within a FormUploads sub-folder of the Uploads folder. This can be used to prevent end user uploads from being included in data synchronization.
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GoogleMap CpControls
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MapTypeControl, PanControl, StreetViewControl, ZoomControl, and ZoomLevel parameters have been added.
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Module Designer
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The Closest Distance Databind has been developed.
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Physician Directory Module Designer
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Closest Distance Attribute Databind has been developed that will show the Closest Distance Attribute in the Physician Directory for the Results View. The attributes will be prefixed with the correct value. If no proximity search is executed, it will show the Primary information.
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Procedure Manuals > Policies
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Document content is now searchable when the File Manager Network Path module property is in use.
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YahooMp3Player CpScript
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A new CpScript developed to generate a Yahoo MP3 player.
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5/28/2013 9:54:14 AM
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14. |
- Centralpoint Update History
- Everyone: All Users
- 1/25/2010
- Relevance: 19
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12/31/9999 11:59:59 PM
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Centralpoint Updates, Centralpoint Version, Oxcyon Release, Centralpoint Release, Digital Experience, Magic Quadrant, ECM, Content Management, Portal, Enterprise, User Experience, MDM, Master Data Management, Gartner
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- The BreadCrumbTrail CpScript has a new property called "ShowRootItem". Setting this property to false will cause the bread crumb trail to exclude the root or "Home" item. We’ve also added support for the Home View (#1) category query string variable to the bread crumb trail.
- A new module designer script called ProximitySearch has been developed and documented in the Module Designer help file. A proximity search is a search conducted over a specified distance from any given location. Although this proximity search can be added to any module it will only work with modules that have a GeoCode attribute and the related Latitude and Longitude fields in the Relation. You can also use the Column script within a results item with the column name ‘cpsys_Distance’ to display the distance of the result from the given location. The distance column includes the units used in the search which can be aliased. This column will only display when a proximity search is conducted.
- The Scheduled Tasks implementation has been modified to use a text file to prevent execution overlap as opposed to standard application based locks. This change allows the scheduler to prevent overlaps even when the application is restarted and prevents a backlog of executions.
- A difference in the way an error is reported by IIS as opposed to the .NET Framework caused Admin > Error Messages to fail to execute 404 redirects from .NET Framework pages. This problem has been resolved and all system 404 redirects have been updated.
- A SearchResults property has been added to the BreadCrumbTrail CpScript. When this property is set to a string it will be appended to the end of the trail when a search is executed. This property does not apply when the current taxonomy is included in the trail. By default this property is empty and has no effect on the trail.
- A new module suite called Reports has been released. The modules in this suite will not be enabled in any site until they are selected in the related master. This module suite is designed to build and organize reports based on module content or any other database connection. Reports can be built using the Reports > Report Builder module. You can view and export (Tab Delimited or Excel XML) report content by clicking on the View button in the Report Builder grid view. You can also copy the View link to the Development > Console Navigation module to create custom Reports navigation items. The help file for these modules outlines their use in more detail.
- A new console popup has been developed called the Select Command Builder and has been integrated into the header text of the Reports > Report Builder > Select Command attribute. This popup can be used to build SQL select commands for standard modules including all Relation columns and Module attributes. It also includes a few system filters that can be easily added to select commands.
- A new Job has been added to the Master > Content > Scheduled Tasks module called Notifications. A daily task to run this job on all web sites has been automatically created and added to all sites. This job is designed to interact with modules supporting the Notifications interface and send emails accordingly. Only the Reports > Report Builder module currently inherits the Notifications interface.
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2/15/2010 1:05:42 PM
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15. |
- Centralpoint Update History
- Everyone: All Users
- 7/23/2012
- Relevance: 16
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12/31/9999 11:59:59 PM
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Centralpoint Updates, Centralpoint Version, Oxcyon Release, Centralpoint Release, Digital Experience, Magic Quadrant, ECM, Content Management, Portal, Enterprise, User Experience, MDM, Master Data Management, Gartner
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- System Name attributes in all modules have been updated to support underscores and dashes except Site Architecture > Module Designer, Master > Deployment > Web Sites, and Master > CMS > Modules & Relations.
- A new Admin > Properties > Web Site System Name Space Replacement attribute has been added to replace spaces with underscores or dashes before a system name is generated. This feature only applies to modules that generate system names for use on the front end of the web site.
- A new Admin > Properties > Web Site Generated URL Casing attribute has been added to control the casing of URLs generated by the page base class and site map provider. This feature will be added to other system generated URLs as needed.
- A new Development > Import Utilities > Export Sql Builder feature has been added.
- The Select Command Builder utility now includes the DataId column.
- The number of pages available in Forms has been extended to 15.
- A new Data Transfer Attribute CpScript has been created to utilize attributes of the executing data transfer record.
- A new Preview option has been added to the system's Page.Formats enumeration.
- A new FormRegularExpressionValidator CpScript has been created.
- A Preview column has been added to the following modules: Publishing > Articles, A.D.A.M > Drug Notes, A.D.A.M > Multimedia Encyclopedia, A.D.A.M > Wellness Tools, Content > Events, Events > Registration, Content > Generic A - Z, Content > Generic Enhanced A - J, Content > Generic Plus A - B, Content > Locations, Content > Media, Content > News, Content > Physician Directory, Content > Template, Content > Video Library, Education > Courses, HealthDay > News, Marketplace > Directories > Directory A - D, My Logs > Logs, OCE > Courses, Home > Podcasts, StayWell > Content, Surveys > Surveys, and Site Architecture > Navigation.
- A new FormCascadingDropDownList CpScript has been created.
- The TaxonomyTree CpScript has been updated to support a cpsys_NonMobileAudienceSystemName constant in the CustomUrl parameter and a new MobileAudienceSystemName parameter.
- The DataSource CpScript now supports a Format parameter.
- The DownloadHyperlink CpDataBind for the Articles > Home View has been extended to use the Target attribute.
- Advertisers now have an id for the surrounding HTML DIV element.
- Auto-start capabilities have been added the Image Slideshow for Data Sources and Dynamic Scripts.
- A CurrentUrl CpScript has been created to return the URL of the current page.
- A bug has been fixed in Raw HTML Formatting Option for Design > Data Sources.
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8/6/2012 1:17:36 PM
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16. |
- Centralpoint Update History
- Everyone: All Users
- 8/16/2010
- Relevance: 16
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12/31/9999 11:59:59 PM
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Centralpoint Updates, Centralpoint Version, Oxcyon Release, Centralpoint Release, Digital Experience, Magic Quadrant, ECM, Content Management, Portal, Enterprise, User Experience, MDM, Master Data Management, Gartner
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- A new CpScript called TaxonomyNavigation has been created to generate an n-tiered taxonomy navigation with document counts at each tier. This script has been documented in the client console Scripting help file.
- The Module Defaults implementation of the Audiences attribute in audience consoles has been modified. Previously, when logged into an audience console, the Audiences attribute ignored the module defaults and always selected the main and current audiences for new records. It now utilizes the values selected in the Module Defaults, but will add the main and current audiences if they are not included. When “All Audiences” is selected in the module defaults the audience consoles still replace it with the main and current audiences.
- A bug in the Forms > Dashboard Modules module that prevented the module grid view from being sorted by Title has been repaired.
- URL validation in the consoles has been updated to permit the pipe (|) character in query strings.
- All taxonomy selectors, including the front end of the site and the client console, are now sorted by the Order attribute of the Taxonomy before being sorted alphabetically.
- The proximity search has been updated to prevent an error that occurred when the generated min/max longitude/latitude was not a number.
- The "View more comments…" link provided by the Comments cp:control has been updated to include the audience system name in the “aud” query string variable. This prevents an error that can occur when this link is clicked in a document that is not accessible in the Main audience.
- The CpScript Web Control utilized by the module designer has been updated to prevent it from rendering opening and closing <span> tags that were breaking the display of CpScripts included in URLs. It is possible that this change causes minor display changes for CpScripts entered via the module designer, but will make them display in the same manner as they would if they were included in any other module.
- The sync process now excludes a folder called Custom within the Console and Console/App_Code directories. This provides the ability to create custom console pages and class libraries within one site. These folders and their files will not be sync’d or deleted by the sync.
- Missing references to CpContent.InsertCache have been located and added.
- A bug that caused search results to appear out of order when Site Architecture > System Pages > Search > Enable Ratings was set to “Yes” has been repaired.
- A new Separator Image attribute has been added to each of the Static, Dynamic, and Level tabs of the Design > Dynamic Navigation module. This attribute allows you to upload an image that will be placed between items, but will not be added before the first or after the last item.
- A new CSS Class called ‘cpsty_SiteSearchTableContainer’ has been applied to the table that makes up the web site search results.
- A new Admin > Global Login > Source has been added for the QuickFill authentication integration.
- The LoginUserName CpScript supports a new property called DisplayNameType that supports the values FullName and Username.
- A new CpScript called HtmlLabel has been developed to display a value without creating a form state field.
- The Development > All Modules module’s Change Attributes view has been updated to support an option to prevent the creation of historical versions for faster updates.
- A new CpScript called DataSourceExportButton has been developed to create export buttons in data sources. It supports all of the features of the Report Builder exports.
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9/7/2010 2:24:10 PM
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17. |
You need to evolve and innovate to be successful. But the cloud is as complex as it is powerful. Our staff and partnership with Rackspace leverages the right experts and environments who are certified in all the leading public cloud platforms and technologies — so you don’t have to be. Oxcyon, through it's partnership with Rackspace offers managed security services to help you leverage the public, private, hybrid and multi-cloud offerings while meeting even the most stringent security and compliance requ...
- Security Policies
- Security
- Everyone: All Users
- 10/25/2022
- Relevance: 14
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12/31/9999 11:59:59 PM
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Centralpiont Hosting & Security Policies, Cloud, Host, Hosting, Compliance, Certificate, Centralpoint, Oxcyon, Gartner, Digital Experience, Knowledge Management, Data Mining, Document Retention, Data Aggregation, Inference Engine, Technical, Specifications, Stack, Content Management, Sharepoint Alternative, Big Data, Metadata, Automate metadata, Taxonomy, Enterprise, Magic Quadrant, Centralpoint Compliance, Centralpoint Technical
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3/27/2023 4:02:19 PM
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18. |
Alternatives and Competitors to Sharepoint
- Site Map
- Everyone: All Users
- 4/12/2019
- Relevance: 12
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12/31/9999 11:59:59 PM
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Sharepoint Alternative, Sharepoint migration, migrate from Sharepoint, sunset sharepoint, sharepoint competitors
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1/11/2024 2:27:09 PM
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19. |
- Centralpoint Module Gallery
- Deep Dive - Video Overview
- Everyone: All Users
- 3/28/2019
- Relevance: 11
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12/31/9999 11:59:59 PM
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Retention Policies, Document Retention Policies, Automate Retention Policies, Schedule Retention, Document Deletion, Archiving Documents, metadata,ontology,intranet,portal,transformation,Artificial Intelligence,aggregation
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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.
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2/19/2024 12:10:00 PM
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https://qc.xoprod20.com/Uploads/Public/Blogs/DocumentRetentionCompliant3.gif
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20. |
Automate Document Retention Policy Mangagement with Centralpoint
- Site Map
- Everyone: All Users
- 3/28/2019
- Relevance: 11
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12/31/9999 11:59:59 PM
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Document Retention, Retention Policy Management, Retention Policies, Automated Document Retention, Scheduled Retention Policies, Automate Retention Management, Archives, Retention, On premise document retention
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8/10/2023 4:49:13 PM
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What is Retention Policy Management, and why do you need a system to keep up with it? Document or Records Retention Management deals with the policies which your organization must follow, keeping some records on file for a certain period of time, and making sure that others are deleted and not on file, after that retention policy period. Here are samples of common document retention policies. These rules can change drastically based upon your industry type, and changing regulations. Do not use thes...
- Site Map
- Everyone: All Users
- 4/12/2019
- Relevance: 11
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12/31/9999 11:59:59 PM
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Records retention, Document Retention, Retention Policies, Retention Policy Management, Expired Documents, Archives, Automating deletion of documents
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4/12/2019 8:39:25 AM
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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...
- Site Map
- Everyone: All Users
- 3/14/2019
- Relevance: 11
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12/31/9999 11:59:59 PM
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3/14/2019 9:35:25 AM
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- Centralpoint Update History
- Everyone: All Users
- 1/19/2015
- Relevance: 11
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12/31/9999 11:59:59 PM
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Centralpoint Updates, Centralpoint Version, Oxcyon Release, Centralpoint Release, Digital Experience, Magic Quadrant, ECM, Content Management, Portal, Enterprise, User Experience, MDM, Master Data Management, Gartner
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Summary |
Admin > Search All Modules
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A new Navigation Item Filter attribute has been added under More Actions… > Change Attributes. This attribute can be used to filter the console navigation items when more than one relates to the selected module.
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AudienceHomePageLink CpScript
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The Value property now supports the a 'AudienceInfo:AttributeSystemName' format which will return the attribute value from the audience in the URL.
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AudienceInfo CpScript
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This script now supports the following properties: Format, DataType, EmptyValue, Truncate, TruncatedTextSuffix, RemoveMarkup, ReplaceText, ReplaceWith, and Preview.
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Comments > Configuration
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The CC, BCC, From and Subject attributes within the Form tab now support CpScripting. You must ensure that those scripts return suitable values for the generated email.
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CustomProximitySearch CpControl
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A new ButtonText property has been added. When it contains a value a standard button will be rendered instead of an image button.
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Data Transfer
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New Keywords and Roles options have been added to the Source and Destination attributes. This can be used to export and import data keywords and data roles.
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FileOutput CpScript
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This new script will render a document path using a Template document, replacing CpScripts in the Template with their values.
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FormAudience CpScript
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A new ForceRoot property has been added. If it is set to false the selector will not automatically select the Root value (Main Audience) regardless of whether it displays.
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FormListBox & FormRadioButtonList CpScripts
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These scripts have been updated to support a new Joins property. It has also been utilized to create a more efficient query when the SystemType='TaxonomyTier' and DataFilter contains a value. A new RequiredFieldErrorMessage property has also been added.
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Forms > Forms Wizard
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A Data Source is now created at the end of the wizard which renders a report based on the Forms > Results Module. Module Configuration XML is now saved automatically to the Forms Module in the Forms Wizard Custom Attributes File attribute. There is also a new Class Prefix and Suffix feature that will add CSS classes to the Form automatically.
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FormTaxonomy CpScript
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A new DataFilter property has been added. It is used to filter the taxonomy so that it only displays taxonomy items that have been selected. You can enter the system name of the console navigation item (module) containing the data, or enter cpsys_CurrentModule to have the system automatically generate the table name using the current module.
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JPlayer CpScript
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This script now supports a “CurrentInfo:AttributeSystemName” format in the FileUrl, PlayerWidth, and PlayerHeight properties. The CurrentInfo prefix allows this script to retrieve attribute values when rendered on a Details View (#3).
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MobilePrintPage CpScript
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A new JavaScriptOverride property has been added. Enabling this feature will allow you to print a form or other page that occurs after a post back. It resolves issues with to forms printing just the first page, not the summary view.
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Policies ItemHyperlink CpDataBind
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Adding an additional parameter to this data bind with the value ‘true’ will cause the item hyperlinks to track clicks in Stats > Clicks.
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PoliciesHtmlView CpControl
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This new CpControl has been developed for use on the policies module’s Site Architecture > Module Designer > Results View (#2). It will render all Policies in a Manual with formatting from the Policy Item Content as HTML attribute. It is intended to render policies on a Manual View and cannot be used when the Policies Item Content renders on the Results View itself. It uses the hidden Manuals > Policies In Manuals to determine the policy sort order.
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Procedure Manuals > Manuals
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The policies Site Architecture > Module Designer > Results (#2) View tab now contains a new Manual Item Content attribute. When this attribute contains a value the policies results view will include search results from the manuals module.
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Site Architecture > System Pages
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New "Login Display CAPTCHA After" and "Login CAPTCHA Label" attributes have been added to the Login tab. By default they will cause Login.aspx, not mobile or custom logins, to add CAPTCHA validation when the user attempts to authenticate with an incorrect password 3 or more times. To disable this feature the Login Display CAPTCHA After attribute can be set to 0.
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2/2/2015 11:00:47 AM
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24. |
Lack of security control transparency is a leading inhibitor to the adoption of cloud services. The Cloud Security Alliance Consensus Assessments Initiative (CAI) was launched to perform research, create tools and create industry partnerships to enable cloud computing assessments. We are focused on providing industry-accepted ways to document what security controls exist in IaaS, PaaS, and SaaS offerings, providing security control transparency. This effort by design is integrated with and will support ...
- Site Map
- Everyone: All Users
- 6/5/2017
- Relevance: 8
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12/31/9999 11:59:59 PM
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CMS CAIQ Compliance, CAIQ Portal, ECM CAIQ
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9/19/2018 5:58:02 AM
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