Configuration before usage

Like all apps, ANA needs some things to be setup before everyone starts using it. The setup and configuration can be carried out by the admin.

Question: how do I become and admin of Portqii ANA?

Accessing the Admin Configuration #

To access the admin configuration page, click on the gear-icon on the logged-in home page

Admin Configuration page can be accessed through the gear icon

Note: Only admins have access to this page

Marketo Engage Assets #

The first tab in settings allows us to choose which asset can use ANA and which not. In the screenshot above, we can see that Dynamic Content doesn’t use ANA, but every other asset type can.

Categories #

The asset names that will be created, will be based on the categories that we create. The second tab in settings, shows all the categories:

From this tab, we can:

  1. Add new Categories
  2. Action (Edit) Existing Categories
  3. View all Categories.

Here is what the various column headings mean on this screen:

CategoryThis is the name of the Category
SequenceChoose One here, and the name starts with this category
Category TypeDo we want the Eloqua use to pick from a picklist? or type into a textbox? We choose that here
Required/OptionalWe can either force a category to be a part of the name, or keep it optional
Is ParentAt times, we want to group some categories under one mother category. At those times, we create a category and set Is Parent to True
Parent CategoryIf this category has a parent, then the parent’s name will be here.
Exclude from nameDo we want this category to contribute to the asset name? Mark this as ‘Yes’ if you do.

This is different from Required. Required forces the Eloqua user to make a choice, and that choice can help in reports. But, that ‘required category’ can work as meta data, and not make it to the asset name.

Add #

We also have an ‘Add’ button to add more categories.

Note: The Value Type can be Pick-list, Textbox or Date.

Edit #

The hamburger icon associated with each category to tweak in some changes.

The edit button has access to the feature that helps us add values to a pick-list.

Once a pick-list has been created, use this icon to add values into the pick-list.

Rules #

Now to choose which category applies to which asset type:

For example, look at the Form column. All the categories check marked will contribute to the name that ANA will synthesize for forms.

Apart from this, there are two more controls:

  1. Separator – We can also choose the special character that will separate the parts of the name; in this case, a hyphen is chosen.
  2. Suffix Asset id or Epoch time – If we want the asset id to be suffixed to the asset name, or the epoch time, there are check boxes for both those options.

Miscellaneous Settings #

Tagging #

ANA has the superpower of tagging assets. Tagging can help in easier searches, but the feature has to be switched on. Here’s where to do it.

Notification #

ANA can send an email about how people are using ANA. For asset names to make sense, we need everyone in the team to use ANA. Frequent reports on the usage can work as feedback to the whole team, so that we can course correct.

Exclude Special Characters #

Some characters can be dangerous to have in asset names; they may expose vulnerabilities. Or, they may just be ugly. Whatever is the reason, here is where we can tell ANA to avoid the characters we don’t want.

Set Preferred Length for Asset Names #

By default, the length of the asset names are set at fifty, we could change that, here.

Bulk Rename #

Build is still not finalized