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Defining Pathways Tag Behavior

This chapter provides information on defining Pathways tag behavior. It includes the following sections:

 

Restricting and Deleting Tags

This section discusses the following:

Restricting Tags

You can restrict a tag to prevent users from creating a tag with a particular name. For example, you might want to restrict users from creating tags that include profane language or outdated product names. When you restrict a tag, you create a tag and assign the Restricted property to that tag.

Note: If you restrict a tag that has already been created, you must delete the tag to remove all of the tag's previously-applied instances from the system.

To restrict a tag:

  1. Click Administration.
  2. From the Select Utility drop-down list, click Pathways Administration.
  3. Navigate to the Tags tab, General page.
  4. Click Add.

    5. The Tag Details area of the page appears.

  5. Type the name of the tag that you want to restrict into the Tag Name box.
  6. Select Restricted.
  7. Click SAVE.

Deleting Tags

This section describes how to delete tags from the system. When you delete a tag using Pathways Administration, you delete all of the tag’s associations to items and people.

To delete a tag:

  1. Click Administration.
  2. From the Select Utility drop-down list, click Pathways Administration.
  3. Navigate to the Tags tab, General page.
  4. In the Tags table, select the check box next to the tag name that you want to delete.
  5. Click Delete.

    6. A confirmation dialog box appears.

  6. Click OK.

 

Defining Auto-Tags

Pathways Administration lets you create, edit, and delete the rules that Pathways uses to apply auto-tags to items and people. This section discusses:

Overview of Auto-Tags and Auto-Tag Rules

An auto-tag is a tag that Pathways automatically associates to items and people. Users can choose to display or hide auto-tags on the Pathways Preferences page.

An auto-tag rule is a rule that you create that defines the conditions for when Pathways applies a specific tag to an object.

When you create an auto-tag rule, you associate it to a target, which can be either a container or class of objects that Pathways analyzes and potentially auto-tags. Examples of targets are the Knowledge Directory (container of AquaLogic Interaction objects), Portlets (class of AquaLogic Interaction objects), Projects (container and class of Collaboration objects), and Discussions (class of Collaboration objects).

If you create a rule that is associated to a high-level target such as all Collaboration documents, Pathways applies tags to all Collaboration documents that meet the conditions in your rule. If you create a rule that is associated to a lower-level target such as a specific Collaboration document folder, Pathways applies tags to only the documents in the specified Collaboration document folder that meet the conditions in your rule. You can create multiple rules for the same target.

Following are some examples of how you can use auto-tagging:

Creating Auto-Tag Rules

This section discusses how to create rules that Pathways uses to associate auto-tags to items and people.

To create an auto-tag rule:

  1. Click Administration.
  2. From the Select Utility drop-down list, click Pathways Administration.
  3. Navigate to the Tags page, Auto-Tagging page.
  4. Click Browse to launch the Target Path dialog box.
  5. Select the path to the target that contains the objects to which you want to apply the auto-tagging rule.

    6. Selecting All adds every subobject to the target.

  6. Click OK.

    7. The path to the target is displayed in the Target box.

  7. Perform the following steps to specify what you want Pathways to look for in the target objects:
    1. From the Rule row's first drop-down list, choose the property that you want Pathways to analyze.

      2. For example, if you want Pathways to check if the target object has Chris Medinger as a particular author, first choose Author (this example will continue in Steps b and c).

      Note: Choose Full Text Content if you want Pathways to search for a string in the target.
    2. From the Rule row's second drop-down list, choose contains or does not contain to apply a condition to the rule.

      3. Using the example, choose contains for Pathways to check for objects that were authored by Chris Medinger.

    3. In the Rule row's text box, type the value that you want Pathways to search for in the target.

      4. If the property that you chose either contains or does not contain the value that you type (depending on the option that you chose in Step b), Pathways will apply a tag to the object.

      Using the example, type "Chris Medinger" to complete the process of specifying that Pathways search for Chris Medinger as the author of target objects.

  8. Perform the following steps to specify the tag that you want Pathways to apply to objects that meet the criteria you specified in Step 4:
    1. From the Apply Tag row's drop-down list, choose the property whose value you want Pathways to use when generating the tag's value. (You can also choose String to specify the exact text of the tag.)

      2. Using the example, if Chris Medinger was the author of an object and you want to want "Chris Medinger" to be the tag's value choose the Author property.

    2. If you chose String, type the text that you want included in the tag.
  9. Click Preview to display a table that includes all of the current objects that will be auto-tagged by this rule.
  10. Click Save.

Previewing the Effected Objects of Auto-Tag Rules

For each auto-tag rule, you can view a table that includes all of the current objects that will be auto-tagged by that rule when you run the Auto-Tagging Engine.

To preview the effected objects of auto-tag rules:

  1. Click Administration.
  2. From the Select Utility drop-down list, click Pathways Administration.
  3. Navigate to the Tags tab, Auto-Tagging page.
  4. Click the name of the auto-tag rule whose effected objects you want to view.
  5. The auto-tag rule appears in the Rules area.
  6. Click Preview.

    7. A window appears that displays the names of the objects that will be auto-tagged by the rule when you run the Auto-Tagging Engine.

Running the Auto-Tagging Engine

The Auto-Tagging Engine applies auto-tags to objects by using the rules that you create.

When you run the Auto-Tagging Engine, Pathways deletes all auto-tags from the system, then re-applies all auto-tags again. For this reason, if you edited a rule since the last time you ran the Auto-Tagging Engine, Pathways deletes the auto-tags that were applied by the old rule and re-applies auto-tags using the updated rule.

Note: You cannot add or delete rules when the Auto-Tagging Engine is running.

To run the Auto-Tagging Engine:

  1. Click Administration.
  2. From the Select Utility drop-down list, click Pathways Administration.
  3. Navigate to the Tags tab, Auto-Tagging page.
  4. In the Status area, click Start.

Removing Auto-Tags

When you remove auto-tags, you remove all of Pathways' currently-applied auto-tags.

To remove auto-tags:

  1. Click Administration.
  2. From the Select Utility drop-down list, click Pathways Administration.
  3. Navigate to the Tags tab, Auto-Tagging page.
  4. In the Remove All Auto-Tags area, click Remove Auto-Tags.

 

Installing and Configuring the Auto-Tag External Operation

The Auto-Tagging Engine applies auto-tags to items and people using rules that you create on the Auto-Tagging page of Pathways Administration.

If you want the Auto-Tag Engine to run periodically as an Automation Service job, you must install the Auto-Tag external operation on the Automation Service host.

Note: This procedure is optional. If you do not perform this procedure, you can manually run the Auto-Tag Engine by clicking Start on the Tags tab, Auto-Tagging page in Pathways Administration. For details, see AquaLogic Pathways Online Help.

To install and configure the Auto-Tag external operation:

  1. Log in to the Automation Service host computer as the local administrator (on Windows) or as a user with directory write privileges (on UNIX).
  2. Copy the installer to the disk location from which you plan to launch it.
  3. Launch the Pathways installer:
    • On a Windows host, run ALPathways_v1-5.exe.
    • On a UNIX host, run ALPathways_v1-5.
  4. Complete the installer wizard pages:
    • Choose to perform a custom installation.
    • Choose to install the Pathways Web UI component only.
      • Note: You only need to install the Pathways Web UI component to install the Auto-Tag external operation, which is included in the Pathways Web UI component. You do not need to use the Pathways user interface on the Automation Service host computer.
  5. Launch Configuration Manager and enter database and connectivity settings into the Pathways application sections (you do not need to enter settings for the Rank Engine section).

    6. For details on accessing Configuration Manager, see Installation and Upgrade Guide for BEA AquaLogic Pathways.

  6. On the Automation Service host computer, copy the scripts located in install_dir\pathways\ProductVersion\scripts to the following location: install_dir\ptportal\6.5\scripts.
  7. Log in to the portal as a user with administrative privileges.
  8. In Administration, use the migration utility to import the pathways_autotags_ext_op.pte migration package, located in install_dir\pathways\ProductVersion\serverpackages on the Pathways host.
  9. Edit the Pathways Auto-Tag external operation, located in the Pathways administrative folder.
  10. In the Operating System Command box, perform the following:
    • (UNIX only) Change the extension of the PathwaysAutotag.bat file by replacing .bat with .sh.
    • If your API Service does not use the 11905 default port number, replace 11905 in <localhost:11905> with the correct port number.
    • If your API Service is not installed on the same computer as the Automation Service that will be assigned to execute the external operation job, replace localhost in <localhost:11905> with the fully-qualified domain name.

You can now use the Automation Service utility to schedule a job that periodically runs the Auto-Tagging Engine.

 

Performing a Tag Rebuild Operation

If you are concerned that the Pathways database and search index are out of sync, you might want to perform a Tag Rebuild operation. A Tag Rebuild operation:

WARNING: Do not perform the Tag Rebuild operation before re-indexing the portal and/or Collaboration search indexes. If you perform the Tag Rebuild operation before re-indexing the portal and/or Collaboration search indexes, Pathways might permanently delete some tags.
WARNING: Perform tasks in the following order: 1. Re-index the portal search index; 2. Re-index the Collaboration search index; 3. Perform the Tag Rebuild operation

To perform a Tag Rebuild operation:

  1. Click Administration.
  2. From the Select Utility drop-down list, click Pathways Administration.
  3. Click the General tab.
  4. In the Tag Rebuild area, click Start.

 

Defining Tag Display Behavior

This section describes how to specify the number of top tagged search results that Pathways scans when determining the popular and related tags to display in the tag lists/tag clouds of the Search pages, Pathways Items portlet, and Pathways People portlet.

To define tag display behavior:

  1. Click Administration.
  2. From the Select Utility drop-down list, click Pathways Administration.
  3. Click the General tab.
  4. In the Analysis Sample Size box, type the number of tagged search results that you want Pathways to scan when determining the popular and related tags to display in the tag lists/tag clouds of the Search pages, Pathways Items portlet, and Pathways People portlet.
    5. Note: The Analysis Sample Size setting also specifies the number of user-clicked results -- regardless of tags -- that Pathways scans when determining subject matter experts.
  5. Click SAVE.

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