Creating A Copy of a Method Configuration

It is often easier to copy an existing configuration rather than create a new one.
  1. Make sure you are working in the authoring perspective.
  2. In the library view, expand the configurations folder.
  3. Right click the method configuration you want to copy and then click Copy.
  4. Right click the Configurations folder and then click Paste. Type a name for the new configuration in the pop-up window. The copied method configuration is pasted into the Configurations folder.
  5. Double click the newly pasted method configuration to open its configuration editor.
  6. In the configuration editor window, enter a new name for your configuration in the Name field. If you click anywhere in the Library View or Configuration View, you will see your new configuration name in the Configurations folder in the Library view tree.
  7. Type a description for your configuration in the Description field, then use the File menu and select Save All to save your new method configuration.
  8. At the bottom of the editor window, click the Plug-in and Package Selection tab.
  9. The method configuration selection section displays a list of all method plug-ins their content packages and processes. Use the check boxes to add or remove plug-ins, packages, and processes to or from your configuration. Expand each plug-in to select and deselect individual packages and processes.
  10. Use theFile menu and select Save All.
  11. Define views for the method configuration. A view is a navigation tree browser in a published configuration. Every published configuration can have several views that are displayed as stacked tree browser tabs. The structure of the view is defined as a custom category
    1. In the Configuration Editor, click the Views tab.
    2. Click the Add View button. The Select Categories dialog appears.
    3. If needed, click the (+) sign to expand the Custom Categories folder and then select the category you want to use as your view. Click the (+) sign to expand your chosen category and view it's contents. Press and hold the CTRL key to select multiple views.
    4. Click OK. The dialog window disappears and the views you selected are added to the configuration.
  12. Select the view you want to display as your configuration's startup view and then click the Make Default button. The startup view is the first view shown when a published configuration is displayed for the first time.
  13. Use theFile menu and select Save All.