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Creating a Simple Schema for Components

A Simple Schema defines the field types, parameters, and metadata of Component content.

Before you begin

You must have Schema Management rights and Write permissions for the Folder in which you create the Schema to create a Schema.

You also need Workflow Management rights if you intend to associate this Schema with a Workflow Process by adding a Workflow Association.

Procedure

  1. Open Content Manager Explorer.
  2. Navigate to the Publication and Folder in which you want to create the Schema.
  3. Open the Ribbon toolbar Create tab and select New Schema.
    The New Schema window opens.
  4. On the General tab, fill in the following fields:
    FieldDescription
    NameThe name of the Schema.

    Users see this name in their list of Schemas to select when they create a Component. Ensure that the name of the Schema easily identifies its intended use. For example, "Press Release" or "Product Description".

    DescriptionA description of this Schema.
    Schema TypeSelect the value Schema.
    Root element nameThe name of the root element of the Schema.
    Enable each Schema field to be made publishable when authors publish an item based on this SchemaWhen selected, enables you to individually select Schema fields to be made publishable through templateless, data-only publishing. This option does not affect template-based publishing.

    If you disable this option, the option to select individual fields disappears and thus none of the content of Components based on this Schema will be published.

    This option is selected by default.

    Enable each Schema field to be made searchable for website visitorsWhen selected, enables you to individually select Schema fields to be made searchable through templateless, data-only publishing. This option does not affect template-based publishing.

    If you disable this option, the option to select individual Schema fields disappears, and thus none of the item's content is indexed when a user publishes an item based on this Schema.

    You can select this option only if you also select the option to enable the fields for publishing. Both options are selected by default.

  5. Select the Design tab to define fields for this Schema.
  6. Select Add to add fields. In the area on the right, fill in the following fields:
    FieldDescription
    XML NameThe XML name of the field. This name can only contain letters without accents (A-Z, a-z), digits (0-9), underscores '_' and/or hyphens '-'. The first character of the XML name must be a letter or an underscore character.
    DescriptionA description of the field. Users see this description when they create a Component. It appears as the label for the input control for this field in the Component form.
    TypeSelect a field type for this field. Depending on the field type you select, you may need to specify further settings.
    Publish this field when you publish an item that uses this SchemaWhen selected, this field is included in the data published through templateless, data-only publishing. This option does not affect template-based publishing.

    Typically, you will want to keep this option selected, but if the Schema field is used internally only, say for workflow, or if it contains sensitive information, you may want to clear this option. With this option not selected, contents of the field are not included in any publish action.

    This option is selected by default.

    Make this field searchable for website visitorsWhen selected, this field is indexed when data published through templateless, data-only publishing, and will therefore be searchable. This option does not affect template-based publishing.

    Typically, you will want to keep this option selected, but if you do not want this content to be indexed and included in search results, clear this option. With this option not selected, contents of the field still get published (because publish option is selected), but the contents will not be queryable or searchable.

    You can select this option only if you also select the option to publish the field. Both options are selected by default.

  7. To add Metadata fields to this Schema so that content authors can enrich the Component with metadata, select the Metadata Design tab and add fields exactly as you did in the Design tab.
  8. If you want to specify that a Component based on this Schema must enter a Workflow Process whenever a user creates such a Component, in the Workflow tab, select a value for Associated Component Process.
  9. If you want to specify that all Components based on this Schema must be part of a Bundle, in the Workflow tab, select When a user creates or modifies a Component based on this Schema, the Component must be in a Bundle. By selecting a value for Preferred Workflow Process for this Bundle, you can make Bundles with that Workflow Process more prominent for the user.
  10. Click Save and Close.

Results

Content Manager creates a Simple Schema that content authors can select when they create a Component. They will then see the fields defined in this Schema as input controls in a form.

If you created this Schema in a Blueprint Parent Publication, the Schema is shared to all Child Publications.