Configure Multiple Catalogs

Catalogs give different audiences their own filtered view of the Homepage. Each Catalog has its own name, URL, icon, content constraints, default filters, and audience; e.g., an "Enterprise" Catalog that shows only certified content and a "Departmental Dashboards" Catalog for one department. Multiple Catalogs is available beginning in v7.2.1. Only Admins can configure Catalogs.

This article describes how to create, configure, and share Catalogs, set a Catalog as a Brand's start page, and set a Default Catalog on Elements. To plan Catalogs before creating them, see Best Practices & First Principles: Multiple Catalogs.

Table of contents :

  1. Add New Catalog
  2. Configure New Catalog
  3. Configure Sharing
  4. Set Catalog as Default Start Page for Brand
  5. Set Default Catalog for Elements

1. Add New Catalog

Access Content > Catalogs

Catalogs list with the new Catalog dialog: Catalog Name, Name used in URL, and Save
  1. [+ Catalog]
  2. Catalog Name: Enter a unique name. It appears on the Catalog's tab.
  3. Name used in URL: Enter a unique name for the Catalog URL, <hostname>/catalog/<name>. Use letters, numbers, hyphens, and underscores only.
  4. [Save]

NOTES:

  • [Save] opens the full Catalog editor. Category, Folder, and Tag constraints and the Sharing tab are available after the first save.
  • To change the order of Catalog tabs, drag Catalogs on the Catalogs list.

2. Configure New Catalog

Catalog editor Configuration tab with the Display, Constraints, and Defaults sections
  1. Catalog Icon: [Select Icon] to choose an icon or upload a PNG, GIF, or JPG image for the Catalog's tab.
  2. Certified: Activate to show only certified Elements.
  3. Filter by Element Type: Select the Element types to show. Leave the field empty to show every type.
  4. Categories: [+ Category] to add top-level Categories. Elements in their sub-Categories are included.
  5. Folders: [+ Folder] to add top-level Folders. Elements in their sub-Folders are included.
  6. Tags: [+ Tag] to add Tags. Elements with at least one of the selected Tags are included.
    • NOTE: An Element appears in the Catalog only if it matches every constraint that is set: Certified, Filter by Element Type, Categories, Folders, and Tags.
  7. Group by: Choose how tiles are grouped when the Catalog opens; e.g., "Group By Folders".
  8. Filter: Choose the filter applied when the Catalog opens; e.g., "No Filter".
  9. Tag: Choose the Tags selected when the Catalog opens; e.g., "All Tags". If the Catalog has Tag constraints, only those Tags are offered.
  10. [Save]

NOTES:

  • The default Catalog has only the Display section. It cannot be constrained, shared, or deleted, and it opens with the Catalog Display settings in each user's Preferences.
  • To create a similar Catalog, click the Duplicate icon in an existing Catalog's editor. The copy keeps the constraints and sharing, with Start Catalog turned off.

3. Configure Sharing

Catalog editor Sharing tab with the Add Group dialog and the Start Catalog toggle
  1. [+ Group] to give a Group access to the Catalog, or [+ User] to give a single User access
  2. Select one or more Groups or Users. Use the search field to filter the list.
  3. Start Catalog: Activate to open this Catalog for the selected Groups or Users after login.
    • NOTE: A Group or User has one Start Catalog. Activating it here turns it off on their other Catalog. Start Catalog takes effect at login beginning in v7.2.2.
  4. [Save]

NOTES:

  • Sharing adds the Catalog's tab for the selected Groups and Users. It does not grant access to any Elements; users see only the Elements they have Permission to view.
  • A Start Page the user chose in their Preferences, or an App marked as Start Page in App sharing, takes priority over a Start Catalog.

4. Set Catalog as Default Start Page for Brand

Access Admin > System > Branding > Brand name link

Brand Editor with Native Catalog/Homepage is Available turned off and a Catalog selected as the Default Start Page
  1. Native Catalog/Homepage is Available: Deactivate to hide the default Catalog for users of this Brand. The Default Start Page field appears.
  2. Default Start Page: Choose a Catalog or an App; e.g., "Marketing".
  3. [Save]
  4. Users of this Brand land on the selected Catalog after login, and the Catalog appears as a tab in the top navigation bar.

5. Set Default Catalog for Elements

The Default Catalog field is on the Info tab of Metric, Report, External Report, and External Content editors. For an External Report:

  • For an existing External Report, access Content > Elements > External Report name link
  • For a new External Report, access +New > External Report
External Report editor Info tab with the Default Catalog field
  1. Default Catalog: Choose the Catalog to show first in the Element's breadcrumb.
  2. [View]
    • When the Element is opened from a Catalog, its breadcrumb starts with that Catalog. When it is opened from anywhere else, such as Search, a link, or an email, the breadcrumb starts with the Default Catalog.
    • After the Catalog, the breadcrumb shows the Folder or Favorites folder the Element was opened from, or its Category.

NOTES:

  • The Default Catalog appears in the breadcrumb only for users who can see that Catalog.
  • The Default Catalog does not change where the Element appears.
  • Power Users with Edit Access to the Element can set the Default Catalog, choosing only from Catalogs shared with them.