Chapter 2. First steps with Nuxeo EP

Table of Contents

2.1. Connecting to Nuxeo EP
2.1.1. Logging in
2.1.2. Logging out
2.2. Moving around
2.2.1. Navigation tree
2.2.2. Breadcrumb trail
2.2.3. Dashboard
2.2.4. Tabs

Nuxeo EP is an ECM platform that enables you to create and distribute documents. Access to the application is secured with a password and navigation is done using tabs.

2.1. Connecting to Nuxeo EP

Only authenticated users can access Nuxeo EP. That is to say that they must have a username and a password.

2.1.1. Logging in

To access the site and its content, you need to log in to the site. Logging in is done using a username and its associated password.

When you type the Nuxeo EP site's address in your browser, you automatically arrive on the authentication page.

  1. Type your username and password in the corresponding fields.

  2. Click on the Log in button.

    • Logging in succeeds.

      The page “Domains on the default server” is displayed.

      If there is only one domain in the site, you arrive at the domain's root.

    • Logging in fails.

      An error message is displayed. Try again to log in. If logging in fails again, contact your site administrator.

2.1.2. Logging out

When you are finished on the site, you need to log out before closing your browser.

To log out, click the Log out link in the upper right corner of the page. You are immediately logged out and need to log in to work in Nuxeo EP again.

2.2. Moving around

To navigate from a workspace to another, you can use:

  • the navigation tree,

  • the breadcrumb trail.

You also have a dashboard, in which you can easily find the last modified documents and your workspaces.

In a document, use the tabs to access the different actions.

2.2.1. Navigation tree

The navigation tree is displayed on the left column of the page. It displays workspaces and sections of a same domain, as well as folders and forums. Conversely, documents are not displayed there. Using the navigation tree, you can, for instance, go from a workspace to another without going back to the domain root.

2.2.2. Breadcrumb trail

The breadcrumb trail is the list of links located above the document's name. It indicates the document's location from the site root. You can use it to move back on the site.

2.2.3. Dashboard

You can also use your dashboard to access content.

The dashboard displays:

  • the last modified documents,

  • the last published documents,

  • the workspaces you can access,

  • the documents that you created,

  • the workflows you participate to.

You can access your dashboard from any page of the application, by clicking on the "Dashboard" link in the top right corner of the page.

2.2.4. Tabs

Spaces and documents have several tabs. The tabs give access to the available actions on a domain, a workspace or a document. Only the tabs corresponding to your access rights are displayed.