MySource Matrix Section Name

Capabilities

Content managed by MySource Matrix must move through a workflow before content can be published as Live. Workflow is defined as the controlled transition between the various asset statuses. The default MySource Matrix workflow and the various asset statuses are shown in the following diagram and explained in more detail below: 

• Under Construction: When an asset is first created, it has the status Under Construction.  An asset with this status cannot be seen by anyone except authorised content editors.  Under Construction assets can be edited by authorised editors in MySource Matrix.
  
  
• Live: An asset with this status is considered published in a MySource Matrix system.  Any changes made to Live asset are seen immediately in your site.  Live assets with customised workflow schema applied may not be edited in MySource Matrix unless their status is changed to Under Construction or Safe Edit.
  
  
• Safe Edit: This allows you to make changes to Live content within MySource Matrix, without the changes being seen until the changes have been approved.  It allows you to make changes to an existing site over a period of time, and only make the changes visible when you are ready.  The current Live version of an asset is seen in the site, and appropriately authorised users (those with write access) may see the Safe Edit version.  If the Safe Edit version of the asset is made Live, the old Live asset will be replaced with the newer Safe Edit version.  If the user cancels the Safe Edit, the changes are discarded, and the previous version of the asset remains Live.
  
  
• Up For Review: This status indicates the Live version of an asset is due for review.  Each administrator for the asset receives a message notifying them that it is time to review the asset.  If workflow has been associated with the asset, each of the users in the first step of the workflow also receives a message. MySource Matrix allows you to change the status of assets at a nominated future date and time, and this feature is often used to change the status of assets to Up For Review.  A user can then change the status of the asset back to Live if it passes the review, or to the Safe Edit status if changes are required.
  
  
• Archive: An asset that has a status of Archive is not visible within your site, and is not editable within MySource Matrix.

You can change the status of a site or section of a site, and cascade that status change to the assets contained beneath in the hierarchy.  MySource Matrix manages the status change as a transaction and will either change the status of all assets, or roll-back all assets to the original status.

Offline Archiving

Content scheduled for expiry may be automatically moved to an archive area, with workflow automatically initiated, if appropriate.

Scheduled Publishing

In MySource Matrix it is possible to schedule a status change to take place for an asset at a particular date and time.  Hence an asset may be scheduled to go from the Under Construction status to Live.  If no workflow processes have been defined, the asset will be made Live at the scheduled time. 

If workflow has been associated with the asset, the approval process will commence at the scheduled time – hence when workflow is in operation, most clients change the status directly from Under Construction to Live, rather than scheduling it at a later time.  The asset administrator then schedules the final status change from Approved to go live to Live at the appropriate time.

Timed Review/Expiry

Content owners may be notified in advance of an expiry date so that they can take appropriate actions, by setting the future status of a page from Live to Up For Review. If workflow has been associated with the asset, each of the users in the first step of the workflow also receives a message. 

Automated Archival of Content

An asset can be scheduled to change from the Live to Archive status, thus removing the asset from the site.  Squiz does not recommend content be removed from this archive state until records management policies deem it appropriate for the files to be deleted and this is best done by having an administrator “purge” content older than a nominated date. Content that has been purged from the system will not be available in roll-back mode.

Automatically Generated Review and Expiry Dates

MySource Matrix allows you to define a trigger to automatically set future statuses for review and expiry dates when an asset is created. 

Bulk Publishing

MySource Matrix supports bulk publishing, by allowing you to change the status of a site, folder or parent page, and cascade the changes to all assets beneath that asset.

Listing Items By Review and Expiry Dates

MySource Matrix provides the Asset Listing page template that allows you to list assets and their attributes, ordered by particular attributes or  metadata fields – for example Status.  So you could view a list of all pages with a Status of Up For Review.  You can also view a list of the scheduled status changes in Cron Manager.

Set Expiry Date Based on Business Rules

MySource Matrix allows you to define a trigger to set a future status change, and apply it to a particular site or sub-site, or a content item type.