Localizing items

Before you begin

  • The User has rights for the item they want to localize (see Editing group rights)
  • You have localize permission for the containing organizational item (Structure Group, Folder, Category) (see Editing group permissions)
  • The item is a shared item

About this task

In a Child Publication, you can create a local copy of a shared item. When you localize a shared item, you create a local copy of the item that users can edit. If an item is a local copy, you can also unlocalize it to revert to the shared item from the Parent Publication. You can localize the following types of shared items:

  • Category
  • Component
  • Component Template
  • Folder
  • Keyword
  • Multimedia Component
  • Page
  • Page Template
  • Schema (any type)
  • Structure Group
  • Target Group
  • Template Building Block
  • Virtual Folder
  • Workflow Process Definition

Procedure

  1. To localize an item, in Content Manager Explorer, use the navigation tree and list view to locate the item you want to localize.
  2. Select the item and right-click to access the context menu.
  3. Select BluePrinting > Localize.

Results

After you localize an item, users can edit the item. Users cannot delete or cut-and-paste a localized item, because it is a copy of an item originally shared from the Parent Publication.

If users want to remove the local copy and use the shared item, they can unlocalize the local copy. If a user localizes a Folder, Structure Group, or Category, the Content Manager does not localize the items contained in these organizational items.

If the Publication in which you localize the item is a Parent Publication, any Child Publications that use the shared item will now share the localized item from this Publication.

If the item has an associated Workflow Process in this Publication, the first time a User edits and saves the item, the Content Manager places the item in Workflow and assigns it to the User that edited the item.

If you localize a......these items will stop using the shared item and use the local copy instead
CategorySchemas, Target Groups, Component Templates
ComponentPages; Component Links in other Components
Component TemplatePages; dynamic Component Presentations; possible references in other Page Templates and Template Building Blocks
Embedded SchemaSchemas
FolderTemplates that use folder metadata fields
KeywordComponents; metadata fields; Target Groups, if the Keyword is used in its Tracking Keys; other Keywords, if the localized Keyword is used in Related Keywords; Virtual Folders, if the Keyword is used as search criteria in the Virtual Folder Configuration
Metadata SchemaMetadata fields in Folders, Structure Groups, Publication and Pages
Multimedia ComponentPages; Multimedia Links in other Components
Multimedia SchemaMultimedia Component
Pageno effect
Page TemplatePages, possible references in Component Templates and Template Building Blocks
SchemaComponent
Structure Groupsno effect
Target Groupsno effect
Template Building BlockComponent Templates; Page Templates
Virtual Folderno effect
Workflow Process Definitionany Page or Component associated with the Workflow Process

Localizing an item also has consequences for the operations a user can perform on the item. The following overview explains which operations are impossible in a localized item.

If the localized item is a...Users cannot..
Category
  • Edit the XML name
  • Edit the description
ComponentChange the Schema upon which it is based
Component Template
  • Add or remove Allowed Schemas
  • Change how the Content Manager publishes the Component Template (embedded on a Page or as part of a dynamic Component Presentation)
  • Change tracked Categories
FolderNo restrictions
Keyword
  • Change the Key field (reference to an external resource)
  • Change the list of Related Keywords (but note that changes to the list of Related Keywords made in the parent still affect the localized child)
  • Change the status (Abstract or not) or this Keyword
Multimedia ComponentChange the Schema upon which it is based
PageNo restrictions
Page TemplateNo restrictions
Schema
  • Change the type of Schema
  • Add or remove fields
  • Change the type of a field
  • Edit the XML name of a field
  • Edit any property of a field (for example, its default value)
  • Edit the source (you can modify the source code but your changes are ignored and not saved)
  • Change the Custom URL
  • Change the Allowed Multimedia Type
Structure GroupNo restrictions
Target GroupNo restrictions
Template Building BlockNo restrictions
Virtual Folder
  • Edit the Folder type
  • Edit the Configuration
Workflow Process DefinitionNo restrictions