Projects let you group resources into one entity. A common, shared environment makes it easy to manage your projects. The types of resources you can associate with a project are referred to in AEM as Tiles. Tiles may include project and team information, assets, workflows, and other types of information, as described in detail in Project Tiles.
As a user, you can:
Projects a standard AEM feature and don’t require any additional setup.
However for users in projects to see other users/groups while using Projects such as when creating projects, creating tasks/workflows, or viewing and managing the team, those users need to have read access on /home/users
and /home/groups
.
The easiest way to do this is to give the projects-users group read access to /home/users
and /home/groups
.
The projects console is where you access and manage your projects within AEM.
The Projects console is similar to other consoles in AEM, allow a number of actions on individual projects as well as adjusting your view of the projects.
You can use the rail selector to change between console modes.
Content Only is the default mode when opening the console. It will show all of your projects.
The timeline view let you select an individual project and view activity on it. Use the rail selector or the hotkey alt+1
to change to this view.
You can use the view selector to change between viewing projects as large tiles (the default), to viewing them as a list, or on a calendar.
You can use the filter to toggle between all projects and only those that are active.
Select a project by hovering the mouse over the project tile and clicking the checkmark.
View the detail of a project by clicking on it to drill down into its detail.
Click Create to add a new project.
Projects are made up of different types of information that you wish to manage together. This information is represented by different Tiles.
You can have the following tiles associated with your project.
Click on the drop-down menu in the top-right of any tile to add more data to the tile.
Click on the ellipses button at the bottom-right of any tile to open the tile’s data in its associated console.
In the Assets tile, you can gather all assets that you use for a particular project.
You upload assets directly in the tile.
Similar to assets, you can add asset collections directly to your project. You define collections in Assets.
Add a collection by clicking Add Collection and selecting the appropriate collection from the list.
The Experiences tile lets you add a mobile app, web site, or publication to the project.
The icons indicate which kind of experience is represented.
The Links tile lets you associate external links with your project.
You can name the link with an easy-to-recognize name as well as change the thumbnail.
The Project Information tile provides general information on the project including a description, project status (inactive or active), a due date, and members. In addition, you can add a project thumbnail, which is displayed on the main Projects page.
The Translation Job tile is where you start a translation and also where you see the status of your translations.
To set up your translation, see the document Creating Translation Projects.
In this tile, you can specify the members of the project team. When editing, you can enter the name of the team member and assign the user role.
You can add and delete team members from the team. In addition, you can edit the user role assigned to the team member.
The Landing Pages tile lets you request a new landing page.
This workflow is described in the documentCreate a Landing Page workflow.
The Emails tile helps you manage requests for email. It starts the Request for Email workflow.
More information is described in the Request Email workflow.
You can start workflows for your project. If any workflows are running, their status displays in the Workflows tile.
Depending on which project you create there are different workflows available.
These are described in Working with Project Workflows.
The Launches tile shows any launches that have been requested with a Request Launch workflow.
Tasks let you monitor the status of any project-related tasks, including workflows. Tasks are covered in detail at Working with Tasks.
Templates serve as a basis to start your project. AEM provides these standard project templates.
Based on the template you select, you have different options available to you within the project such as the user roles and workflows provided.
The different user roles are defined in the project template and are used for two primary reasons:
All projects support the following default roles to let you administer security and control permissions.
Role | Description | Permissions | Group Membership |
---|---|---|---|
Observer | A user in this role can view project details, including the project status. | Read-only permissions on a project | workflow-users group |
Editor | A user in this role can upload and edit the contents of a project. | Read and write access on a project, associated metadata, and related assets Privileges to upload a shot list, photo shoot, and review and approve assets Write permission on /etc/commerce Modify permission on a specific project |
workflow-users group |
Owner | A user in this role can create a project, initiate work in a project, and move approved assets to the production folder. All other tasks in the project can also be viewed and performed by the owner. | Write permission on /etc/commerce |
dam-users group to be able to create a projectproject-administrators group to be able to create a project and move assets |
For creative projects, additional roles such as photographers are also provided. You can use these roles to derive custom roles for a specific project.
When you create the project and add users to the various roles, groups associated with the project are automatically created to manage associated permissions.
For example, a project called Myproject would have three groups Myproject Owners, Myproject Editors, Myproject Observers.
If the project is deleted, those groups are only deleted if you select the appropriate option when deleting the project. An administrator can also manually delete the groups in Tools > Security > Groups.
For more details about using projects, see the following additional documents: