Editor settings
The Settings option present in the Tab bar of the Editor is available only for administrators and folder profile administrators, and allows configuring the following settings:
General
The General settings allow you to configure the settings to use the Editor. This tab contains five sections: AI Assistant, Authoring, Citations, Condition, and Spell check.
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AI Assistant
Select this to enable the AI Assistant feature in the Experience Manager Guides. Unselect to disable the feature.After enabling the AI Assistant toggle, you can configure which options appear under the Authoring tab for authors using the Authoring quick actions menu as shown below.
These changes apply to the specific folder profile you are working with. If you create a new folder profile, it will inherit the editor settings defined in the Global folder profile by default. You can modify these settings as needed using the Editor settings and save the updated configuration.
For a detailed overview of the available options for Authoring using AI Assistant, view Author documents smartly with AI Assistant.From the Authoring quick actions menu, you can:
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use the toggles to enable or disable specific options that authors can access when working with AI Assistant.
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change the order in which the options appear, drag and drop them as needed.
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Authoring
- Enable Replace All: Select this to view the Replace All icon in the Find and replace panel.
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Citations
Change the style of citations. Choose the citation style from the drop-down you want to use in your project. For more details, view Change citation styles.
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Condition
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Highlight conditional text in the Author view: Select this to highlight the conditional text in the author view. The conditional content is highlighted using the color defined for the condition.
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Validate with condition attributes: Select this to allow the validation of the values defined for the attributes. This prevents you from adding any incorrect value.
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Show key with the title in the Subject Scheme panel: Select this to show the keys along with titles in the subject scheme. If you do not select this option only the titles are shown. For example, here the keys ‘os’, ‘audience’, and ‘other’ are also shown along with titles.
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Show subject scheme in the Conditions panel: Select this to view a subject scheme in the conditions panel. If you deselect this, the defined conditions are shown in the conditions panel.
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Spell check
There are two options — AEM spell check and Browser spell check. By default, the editor uses the Browser spell check feature, wherein the spell-check is performed using the browser’s in-built dictionary. You can switch to AEM spell check to use Adobe Experience Manager’s dictionary, which can also be customized to add your custom word list. For more information about customizing AEM dictionary, view Customize AEM’s default dictionary section in the Install and configure Adobe Experience Manager Guides as a Cloud Service.
Panels
This setting controls the panels that are shown in the left and right panels of the Editor and Map console. You can toggle the button to show or hide the desired panel.
You can also define the order in which the features present in panels are displayed. To change the default order of the available features in the panels, select the dotted bars to drag and drop the feature tabs at the desired location. A feature can also be moved from the More section to the main section of a panel, and vice versa as per the requirement. Once re-ordered, the features appear in the same sequence in the respective right and left panel.
A maximum of eight panels can be displayed at a time. Any changes made to the panel settings are applied immediately.
Elements list
As an administrator, you can control the list of elements that an author can insert into a file and also define the display name for the element. The Elements list setting allows you to specify the element’s name as per DITA specifications and a label that you want to use instead of the DITA defined element name:
In the above screenshot, the p element has been given a label of Paragraph, and codeblock is given a label of Code Block along with some other elements… If you select the Use only above elements option, then only the valid elements (at current insertion point) from this list will be shown in the Insert element dialog box.
In the following screenshot, only 3 out of 4 configured elements from the previous screenshot are shown in the current context:
Attributes list
Similar to the elements list, you can control the list of attributes and their display names to be displayed in the attributes list of an element. In the following screenshot, only 3 attributes have been configured to be shown in an element’s attribute list:
With this setting, when you try to add an attribute to an element, you only view the list of attributes configured in the list.
Colors
Displays a list of pre-configured background colors for Conditions. Users can select a background color when applying a condition to a topic. As an administrator, you can also create and add custom background colors to the list. To add a new color, enter the desired name in the Color Name field, choose a custom color, and select the + icon. The custom color will appear at the end of the color list.
Publish profiles
This contains the Profiles that can be used to publish the Knowledge Base output. You can create a new profile for a target knowledge base. For example, Salesforce or ServiceNow.
Create a Salesforce profile
Prerequisites
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Create a connected app for Salesforce. For more details, refer to Enable OAuth Settings for API Integration.
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While configuring the connected app ensure the following:
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Specify the callback.
URL: http://<server name>:<port>/bin/dxml/thirdparty/callback/salesforce -
Select the following OAuth Scopes:
- Full access (full)
- Select Manage user data via APIs (api)
Once the app is configured, Salesforce provides a Consumer Key and Consumer Secret. These can be used to create the Salesforce profile.
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To create a Salesforce profile, select the Salesforce Knowledge Base from the Server type dropdown. Enter a profile Name. In the Site URL, enter the consumer site you would use to publish the output and then add the Consumer Key and Consumer Secret provided by the Salesforce consumer site. Then, Validate and Save the newly created profile.
note note NOTE To configure a proxy for Salesforce in Experience Manager Guides, use Apache HTTP Components Proxy Configuration in AEM. Learn how to configure proxy for the AEM Link Checker.
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Create a ServiceNow profile
Prerequisites
Configure the ServiceNow server to upload the assets.
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Connect to the ServiceNow server.
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Navigate to System Properties > Security.
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Uncheck the following option:
This property must be set to activate MIME type checking for uploads (All versions Eureka and up). Enables (true) or disbles (false) mime type validation for the file attachments. File extensions configured via glide.attachment.extensions will be checked for MIME type during upload.
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Select Save.
Once you have configured the app, create the ServiceNow profile.
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To create a profile, select the ServiceNow Knowledge Base from the Server type dropdown. Enter a profile Name. In the ServiceNow URL, enter the consumer site you would use for publishing the output and then add the Username and Password provided by the ServiceNow consumer site. Then, Validate and Save the newly created profile.
After you validate, you can select the Publish Profile in the output presets of a DITA Map and use it to generate the output to the Salesforce or ServiceNow server that you have chosen.
Learn more about the Knowledge Base output preset.
Validation
This tab contains options to configure the Schematron validations in the Editor. You can enable the following features:
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Run validation check before saving the file: Select this to run Schematron validations using the selected Schematron file(s) before any save operation. You can add a Schematron file by selecting the + icon. The selected Schematron file(s) are listed.
note note NOTE The selected Schematron file(s) will persist for the selected folder profile. 
This prevents the users from saving any file which breaks a rule defined in the selected Schematron file(s). If this is not selected the file will not be validated before saving the changes.
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Allow all users to add schematron files in validation panel: Select this to allow the users to add any Schematron file in the Validation panel of the Editor. This allows the users to add Schematron files and then validate the topics against the Schematron file. If this is not selected, the option to add schematron file Add Schematron File button is not available to the users in the Validation panel of the Editor.
Display attributes
Like the Attributes list, you can control the list of attributes to be displayed in the attributes list of an element. By default, four Display attributes — audience, platform, product, and props have been configured to be shown in an element’s attribute list. You can also add a display attribute using the Add icon on the top. You can also delete any of the display attributes using the Delete icon.
The attributes defined for an element are displayed in the Layout and the Outline view.
Translation
This tab contains the options to create language groups, propagate the source labels to the target version, and clean up the translation project.
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Language Groups: As an administrator, you can create a group of languages and use them as a set to translate the content.
Perform the following steps to create a new language group:
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Select Add.
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Enter the language group name. Each language should have a unique name. You can view an error if the name field is empty or if the name isn’t unique.
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Select the languages from the dropdown. You can select multiple languages.
Type the first few characters of the language, or the language code to filter the desired languages. For example, type ‘en’ to filter all the languages that contain ‘en’ at the beginning of their name or code.
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Select the Done icon to add the selected languages to the group. The languages are displayed. When you add three or more languages, the Show more option is displayed. You can select Show more to view all the languages present in the group.
note tip TIP Toggle Show more to Show less and view only a few languages. -
Hover over the languages in a group to edit
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Save the Settings.
note note NOTE As a user, you can view the language groups configured to your folder profile.
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Propagate source version labels to the target version: Select this option to pass the label of the source file version to the translated file. By default, this is disabled.
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Translation project cleanup after completion: Select this option to configure the translation projects to be disabled or deleted automatically after the translation. By default, None is selected, so that the project exists after translation.
You can disable the translation projects if you want to use them later. Deleting a project permanently deletes all files and folders present in the project.
Metadata
You can control the version metadata of the topic and their values to be displayed in the Version history dialog box. In the metadata path, specify the location of the nodes from which you want to pick the metadata. You can also define a custom name for the metadata as the label. The default properties are Title, Document State, and Tags.
The metadata can be picked from any property under the /jcr:content node of the asset, so you can add the path of the property as the Metadata path.
An error is displayed if the metadata path is blank. If you leave the label blank, the last element is picked as the label.
Configure the metadata for the Version History dialog box.
You can also define the order in which these metadata tags are displayed. To change the default order of these tags, select the dotted bars to drag and drop the tags at the desired location.
The metadata labels appear in the same sequence in the Version history dialog box of the Editor.
Parent topic:Introduction to the Editor