To help you get started quickly, we’ve listed the most important help pages in this documentation below:
Getting Started
These help pages contain information that can make it easier for you to get started with plusmeta:
- Overview: Getting started: An overview of the first steps
- Quickstart: For a quick introduction to the plusmeta platform
- First login: Information on the first login to plusmeta
- Contact support: Information on the different ways to contact support
- View help: Instructions on how to get the ideal use out of the User portal
- Change password: Instructions on how to change the password in plusmeta
- Settings: Explanation of the settings menus, changing the language
Basics
On these pages you will find information on the basic functions of plusmeta, for example how to change the language, how plusmeta saves your content and much more.
- Overview: Basics: An overview of the basics of the plusmeta platform
- Use keyboard shortcuts: List of various keyboard shortcuts
- Customize table views: Instructions on how to customize table views, which occur frequently in plusmeta
- Basic Elements: Explanation of the basic elements
- Objects: Overview of individual objects with explanations
- Extraction methods: Information about extraction methods
- Set visibility: Instructions for setting visibility in the application
- Saving logic: Explanation of plusmeta’s saving logic
- Object label and title: Explanation of object label and title
- Available updates and release notes: Information about the release notes
Layout
To help you find your way around quickly, the layout and main views of plusmeta are explained here.
Workflows & Projects
In this section, you can learn more about workflows and projects. In addition to general information about workflows and projects, you will find specific details here about the various workflows in plusmeta and the individual workflow steps.
Here you will find help pages for different workflow steps:
- Workflow step: Add objects
- Workflow step: Extract metadata
- Workflow step: Assign and approve metadata
- Workflow step: Generate iiRDS package
- Workflow step: Generate VDI 2770 package
On the following pages, you will find more information about the “Assign and approve metadata” workflow step:
- Workflow step: Assign and approve metadata
- Edit and approve extracted metadata
- Metadata indicators
- Filter objects by metadata
- Assign metadata to multiple objects
On these pages, you will find more information about the individual workflows:
- Workflow: Enrich content with metadata
- Workflow: Create iiRDS package
- Workflow: Create VDI 2770 package
- Workflow: Create Select VDI-2770 package
- Workflow: ST4 AI Jetpack
- Workflow: Train AI model
- Workflow: Share files
- Workflow: Segmenting and preparing documents
- Workflow: Compile documentation
- Workflow: Upload to SAP BNAC
- Workflow: Similarity analysis
Advanced
This section of the documentation describes the available configuration options and advanced features. You will learn about the different types of properties, how to configure metadata models, and how metadata extraction can be influenced. You’ll also learn how to use the admin panel and how to setup two-factor authentication.
- Essential elements for configurations in plusmeta:
- Properties
- Attributes
- Relations </ul>
- Create properties (metadata):
- Edit and customize properties (metadata):
- Edit properties (metadata)
- Configure properties (metadata)
- Export metadata
- Change metadata order
- Using complex identities
- Extraction methods:
- Company-specific adjustments:
