Configure Drop-downs for DITA Attributes

<body><main xmlns:jcm-link-man="http://jorsek.com/content-management/modules/linkmanagement" role="main"><article role="article" id="topic_1" aria-labelledby="ariaid-title1">
    <h1 class="title topictitle1" id="ariaid-title1">DITA Metadata Configurations</h1>
    
    <div class="body"><p class="shortdesc"></p></div><article class="topic task nested1" id="task-9208" aria-labelledby="ariaid-title2"><h2 class="title topictitle2" id="ariaid-title2">Configure Drop-downs for DITA Attributes</h2><div class="body taskbody"><div class="abstract">
        <p class="shortdesc">You can configure predefined lists of DITA attribute values and use them as drop-downs (also known as taxonomy driven-attributes). For example, you can add a drop-down list with product values like <code class="ph codeph">product A</code>, <code class="ph codeph">product B</code>, to the <code class="ph codeph">product</code> DITA attribute to help authors set the <code class="ph codeph">product</code> attribute quickly and correctly. </p>
        <div class="note note note_note"><span class="note__title">Note:</span> 
            <p class="p">Configuring predefined lists of attribute values requires <span class="ph">Heretto</span> support. For details, contact your <span class="ph">Customer Success Manager</span> (CSM). </p>
        </div>
    </div><div class="li stepsection">
                <p class="p">Create a taxonomy with attribute values</p>
                <figure class="fig fignone" id="task-9208__35888a58-9e57-4652-b10e-207e15c4c67f"><img class="image" src="https://heretto.deploy.heretto.com/v4/deployments/I9vA3KlK8201IYmECh5U/object/291d182b-c5ce-4a7a-8aef-c58934422928?jwt=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJodHRwczovL2pvcnNlay5jb20vZXpkX29yZ2FuaXphdGlvbiI6ImpvcnNlay1kb2NzIiwiaHR0cHM6Ly9qb3JzZWsuY29tL2V6ZC9vYmplY3RfdXVpZCI6IjI5MWQxODJiLWM1Y2UtNGE3YS04YWVmLWM1ODkzNDQyMjkyOCIsImV4cCI6MTc3NjU5ODEwNCwianRpIjoiOTkzYjJkMDFkMjBiNGJjOGFhMzc5MzBjZjM3NDBjNWYiLCJodHRwczovL2pvcnNlay5jb20vZXpkX2ZpbGVzZXQiOiJJOXZBM0tsSzgyMDFJWW1FQ2g1VSJ9.9YHGNvHoH9EmQ81IdrCILHvnTWQG1IagzrB6fXDbn0c" alt="A gif showing how to add values to a taxonomy in the Taxonomy interface (Administrators only)"></figure>
            </div><ol class="ol steps"><li class="li step stepexpand"><span class="ph cmd">In the top-left corner, click the  <span class="ph"><span class="keyword wintitle">Main Menu</span> <img class="image" src="https://heretto.deploy.heretto.com/v4/deployments/I9vA3KlK8201IYmECh5U/object/4d399120-0470-11ed-844a-02428d90e38c?jwt=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJodHRwczovL2pvcnNlay5jb20vZXpkX29yZ2FuaXphdGlvbiI6ImpvcnNlay1kb2NzIiwiaHR0cHM6Ly9qb3JzZWsuY29tL2V6ZC9vYmplY3RfdXVpZCI6IjRkMzk5MTIwLTA0NzAtMTFlZC04NDRhLTAyNDI4ZDkwZTM4YyIsImV4cCI6MTc3NjU5ODEwNCwianRpIjoiMDBkMmYyYTQ1M2NjNDgxYjk3MzA4NGMyZWZhMDExNzkiLCJodHRwczovL2pvcnNlay5jb20vZXpkX2ZpbGVzZXQiOiJJOXZBM0tsSzgyMDFJWW1FQ2g1VSJ9.kk3FOF0K2CBjJMAkQMHhGEy40SL9xyYiQ2dTKl7j0w0"></span> and go to <span class="ph"><span class="ph uicontrol">Taxonomy</span></span>. </span></li><li class="li step stepexpand"><span class="ph cmd">Click 

               <span class="ph"> <span class="ph uicontrol">New Taxonomy</span></span>. </span></li><li class="li step stepexpand"><span class="ph cmd">Enter a label for the taxonomy.</span><div class="itemgroup info"><p class="p">The <span class="ph uicontrol">Label</span> field is the name of the taxonomy that is not visible to users outside of this interface.  The <span class="ph uicontrol">Name</span> field  is used by the CCMS as a unique identifier and is  populated automatically. At this point, you can still modify the value in the <span class="ph uicontrol">Name</span> field. Once you save your changes, you can still modify the label but not the name.</p></div></li><li class="li step stepexpand"><span class="ph cmd">Click 

               <span class="ph"><span class="ph uicontrol">Save</span></span> to create the new taxonomy.</span></li><li class="li step stepexpand"><span class="ph cmd">Click the existing term <kbd class="ph userinput">Unnamed 1</kbd> and, in the <span class="ph uicontrol">Label</span> field, give it a meaningful name.</span><div class="itemgroup info"><p class="p">Once configured, the name you give a taxonomy term in the <span class="ph uicontrol">Label</span> field is visible to other users. The <span class="ph uicontrol">Name</span> field is not editable for existing taxonomy terms.</p></div></li><li class="li step stepexpand"><span class="ph cmd">Click 

               <span class="ph"><span class="ph uicontrol">Save</span></span>.</span></li><li class="li step stepexpand"><span class="ph cmd">Right-click the renamed term and do any of the following:</span><ul class="ul choices"><li class="li choice"><p class="p">To create a new, top-level term, select <span class="ph"><span class="ph uicontrol">Create Term Below</span></span>.</p></li><li class="li choice"><p class="p">To create a child term under the existing term, select <span class="ph"><span class="ph uicontrol">Create Narrower Term</span></span>.</p></li></ul></li><li class="li step stepexpand"><span class="ph cmd">Give the new term a meaningful name. Click <span class="ph uicontrol">Save</span>.</span></li><li class="li step stepexpand"><span class="ph cmd">Keep adding new terms as needed. </span></li><li class="li step stepexpand"><span class="ph cmd">Once you are satisfied, click <span class="ph"><span class="ph uicontrol">Save all changes</span></span>.</span></li></ol><div class="li stepsection">
                <p class="p">Ask the <span class="ph">Heretto</span> team to complete the configuration</p>
            </div><ol class="ol steps" start="11"><li class="li step stepexpand"><span class="ph cmd">Contact your  CSM and request the completion of the configuration. </span></li></ol><section class="section postreq" id="task-9208__postreq_zph_m51_ckb">Verify that the attribute values are present in the <span class="ph">Content Editor</span> by opening the <span class="ph"><span class="keyword wintitle">Attributes</span> tab</span> and clicking the attribute values were configured for. If they are configured, a list with the values opens.<figure class="fig fignone" id="task-9208__b4799b36-9539-4bd0-a287-1fd2d826e2ac"><img class="image" src="https://heretto.deploy.heretto.com/v4/deployments/I9vA3KlK8201IYmECh5U/object/a278839b-62fb-4b33-9cc3-52be5d50bd4e?jwt=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJodHRwczovL2pvcnNlay5jb20vZXpkX29yZ2FuaXphdGlvbiI6ImpvcnNlay1kb2NzIiwiaHR0cHM6Ly9qb3JzZWsuY29tL2V6ZC9vYmplY3RfdXVpZCI6ImEyNzg4MzliLTYyZmItNGIzMy05Y2MzLTUyYmU1ZDUwYmQ0ZSIsImV4cCI6MTc3NjU5ODEwNCwianRpIjoiOGI0ODJkNWRkMjEyNDYyZWJmYTU4ZmEyNzJkMDU5MDciLCJodHRwczovL2pvcnNlay5jb20vZXpkX2ZpbGVzZXQiOiJJOXZBM0tsSzgyMDFJWW1FQ2g1VSJ9.W0y4_bUnNQbli1fdG8gprmaHU6CXCXDLHsQcGw5zt1k" alt="A gif showing a list of predefined values like online and print open for the deliveryTarget attribute in the Attributes tab"></figure></section></div></article></article></main></body>

heretto-ccms/manage/metadata/custom-metadata-configurations/configure-taxonomy-metadata

Custom Metadata Configurations

heretto-ccms/manage/metadata/metadata-governance-in-heretto-ccms

Metadata

Metadata governance gives your team intentional control over what information accompanies your content at each stage of the delivery pipeline. Rather than accepting default behavior, you can make deliberate choices about exactly which metadata reaches each endpoint.

Metadata Governance in Heretto CCMS

DITA Metadata Configurations

heretto-ccms/manage/metadata/dita-metadata-configurations

manage/metadata/dita-metadata-configurations

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Etto, the Heretto Copilot, is a generative Artificial Intelligence (AI) tool built for Heretto CCMS. The goal of Etto is to help you create quality structured content in the DITA XML standard, boost productivity by assisting with time-consuming tasks, and improve overall content consistency.

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Deploy API Functions

Deploy API Content Flow

Deploy API Definitions

<body class="page-break-after"><main xmlns:jcm-link-man="http://jorsek.com/content-management/modules/linkmanagement" role="main"><article role="article" id="concept-925" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1"><span class="ph">Deploy API</span> Overview</h1><div class="body conbody"><div class="abstract">
        <div class="note note note_note"><span class="note__title">Note:</span> If you are looking for information about how to publish API specifications to <span class="ph">Heretto Portal</span>, see <a class="xref" href="/heretto-portal/heretto-portal-api-docs#concept-603">Heretto Portal API Docs</a>.</div>
        
        <p class="shortdesc"><span class="ph">Heretto Deploy API</span> is the crucial content delivery service that processes content from <span class="ph">Heretto CCMS</span> and transforms it into formats that can be delivered to end-users. The processed content is then delivered through the <span class="ph">Heretto Portal</span> or other delivery endpoints such as websites, applications, devices, or machines.</p>
    </div><p class="p">As an example, the documentation you are currently reading was delivered to this help site with <span class="ph">Deploy API</span>. Our help site is powered by both <span class="ph">Deploy API</span> and <span class="ph">Heretto Portal</span>.</p><div class="p"><span class="ph">Deploy API</span> supports: <ul class="ul"><li class="li">
                    <p class="p">Delivering localized content</p>
                </li><li class="li">
                    <p class="p">Managing access through authentication</p>
                </li><li class="li">
                    <p class="p">Tailoring content to different audiences (personalization)</p>
                </li></ul></div><p class="p">Key <span class="ph">Deploy API</span> use cases:</p><dl class="dl"><dt class="dt dlterm">Building Websites</dt><dd class="dd">
                    <p class="p">Transform your <span class="ph">Heretto CCMS</span> content into complete websites such as knowledge bases, support portals, or documentation hubs. Customize branding and design elements to maintain visual consistency with your existing web properties.</p>
                </dd><dt class="dt dlterm">Embedding Content</dt><dd class="dd">
                    <p class="p">Integrate content from <span class="ph">Heretto CCMS</span> directly into existing websites or applications. This enables context-sensitive help, in-app documentation, or targeted information delivery within your digital products.</p>
                    
                </dd><dt class="dt dlterm">Distributing to Multiple Endpoints</dt><dd class="dd">
                    <p class="p">Deploy your DITA source content to diverse delivery channels including IoT devices, embedded systems, and custom applications using <span class="ph">Deploy API</span>. This ensures consistent information across all customer touchpoints.</p>
                </dd></dl><p class="p">This single-source publishing approach ensures content consistency while reducing maintenance overhead. When you update content in <span class="ph">Heretto CCMS</span>, you can easily deliver it to all channels, typically significantly reducing publishing time compared to traditional multi-channel publishing workflows.</p></div><article class="topic concept nested1" id="concept-5440" aria-labelledby="ariaid-title2" lang="en-us"><h2 class="title topictitle2" id="ariaid-title2"><span class="ph">Deploy API</span> Functions</h2><div class="body conbody"><p class="shortdesc"><span class="ph">Heretto Deploy API</span> serves two main functions: it processes content managed in <span class="ph">Heretto CCMS</span>, and serves it to the <span class="ph">Heretto Portal</span> or other delivery endpoints such as websites, applications, devices, or machines.</p><dl class="dl"><dt class="dt dlterm">Content Processing</dt><dd class="dd">
                    <p class="p">The <span class="ph">Deploy API</span> processes content managed in <span class="ph">Heretto CCMS</span> and published through a deployment. It captures and snapshots all content involved in a publishing job, performs content rendering, and creates an immutable database of the final content.</p>
                </dd><dt class="dt dlterm">Content Delivery</dt><dd class="dd">
                    <p class="p">The <span class="ph">Deploy API</span> serves the processed content to delivery endpoints such as the <span class="ph">Heretto Portal</span>, websites, applications, machines, and devices. </p>
                </dd></dl><div class="note note note_note"><span class="note__title">Note:</span> 
            <p class="p">In <span class="ph">Deploy API</span>, the functions of processing and serving content are separated to make it resilient and scalable. This change is currently only applicable to manual deployments. <span class="ph">Deploy API</span> conceptually runs in the same infrastructure as Cloud Publishing, with each deployment being treated as a publishing job and processed in an ephemeral container in the cloud.</p>
            
        </div></div></article><article class="topic concept nested1" id="concept-875" aria-labelledby="ariaid-title3" lang="en-us"><h2 class="title topictitle2" id="ariaid-title3"><span class="ph">Deploy API</span> Content Flow</h2><div class="body conbody"><p class="shortdesc"><span class="ph">Heretto Deploy API</span> serves as the processing and delivery engine for <span class="ph">Heretto CCMS</span> content. It transforms content into delivery-ready formats and distributes it to various endpoints including websites, applications, and devices.</p><section class="section"><h3 class="title sectiontitle" id="how-content-is-passed-to-deploy-api-0">How Content is Passed to <span class="ph">Deploy API</span></h3>
            
            <p class="p">Once content is finalized in <span class="ph">Heretto CCMS</span>, it moves to the <span class="ph">Deploy API</span> through  deployments. </p>
            <p class="p">Deployments are essential configuration elements that determine which content is published, where it's published, and under what conditions. Deployments connect specific content in the CCMS with appropriate delivery endpoints such as <span class="ph">Heretto Portal</span> or other delivery endpoints.</p>
            <p class="p"><span class="ph">Deploy API</span> supports two deployment types:</p>
            <dl class="dl"><dt class="dt dlterm"><span class="ph b">Active Sync</span></dt><dd class="dd">
                        <p class="p">Automatically and continually publishes content updates from the CCMS to delivery endpoints. As content creators make changes in the CCMS, their updates are rapidly integrated into the associated deployment and published to a delivery endpoint. </p>
                        <p class="p">Active sync is valuable for preview environments where teams need to see work-in-progress content. Due to its immediate nature and the risk of publishing work-in-progress content, active sync is not available for production portal environments.</p>
                    </dd><dt class="dt dlterm"><span class="ph b">Manual Deploy</span></dt><dd class="dd">
                        <p class="p">Requires deliberate user action to initiate the publishing process. Content updates remain in the CCMS until a user manually publishes a deployment. This deployment type gives teams control over when updates are released, enabling them to work on substantial content updates.</p>
                        <p class="p">Manual deploy is available for all portal environments. It is the standard configuration for publishing official content versions.</p>
                    </dd></dl>
        </section><section class="section"><h3 class="title sectiontitle" id="how-content-becomes-a-deployment-0">How Content Becomes a Deployment</h3>
            
            <p class="p">Once content is passed from <span class="ph">Heretto CCMS</span> through a deployment to <span class="ph">Deploy API</span>, it is processed into a final output and served to the <span class="ph">Heretto Portal</span> or other delivery endpoints.</p>
            <p class="p">Processing a deployment involves evaluating raw DITA content and associated assets and converting them into a final output used to serve the content to its final delivery endpoint for end-user consumption. All deployment processing starts in <span class="ph">Heretto CCMS</span> with the deployment configuration and a DITA map (sitemap). At a high level, the following happens during a deployment processing:</p>
            <ul class="ul"><li class="li">
                    <p class="p">Deployment instructions indicate the audiences and the locales (target languages) that are included.</p>
                </li><li class="li">
                    <p class="p">The map defines the scope of the deployment.</p>
                </li><li class="li">
                    <p class="p">All content files for a tenant are located and made available.</p>
                </li><li class="li">
                    <p class="p">All source content is processed into a normalized structure with all necessary information for output. </p>
                    <p class="p">This process involves steps such as: evaluating document metadata, including or excluding review markup, processing conditional sets, processing keyrefs and xrefs, link correction, and processing tables and figures.</p>
                </li></ul>
            <p class="p">At this point, there is an ephemeral in-memory representation of the full set of content in an intermediate state that is <em class="ph i">nearly</em> final. The content is ready to be rapidly transformed into a final output format, like HTML. This process of building a content set in its <em class="ph i">nearly</em> final state is used by both active sync and manual deploy deployments. How the two deployment types use this process varies, as described below.</p>
            <dl class="dl"><dt class="dt dlterm">Active Sync Processing</dt><dd class="dd">
                        <p class="p">With an active sync deployment, the process is always on, hosting the content in its <em class="ph i">nearly</em> final state. The content in this case is hosted within <span class="ph">Deploy API</span>. </p>
                        <p class="p">There are two reasons it works this way. The content can be quickly returned in the final format to serve content requests. Additionally, the intermediate in-memory state is ideal for quickly integrating content changes from the CCMS.</p>
                        <p class="p">The primary benefit of this structure is the rapid integration of new content. That benefit comes with some expense:</p>
                        <ul class="ul"><li class="li">
                                <p class="p">The representation is ephemeral and must be reprocessed at restart</p>
                            </li><li class="li">
                                <p class="p">All content must fit in memory</p>
                            </li><li class="li">
                                <p class="p">An error in content can impact the APIs ability to respond to content requests</p>
                            </li><li class="li">
                                <p class="p">Auto scaling the API is slow because of the initial processing duration</p>
                            </li></ul>
                    </dd><dt class="dt dlterm">Manual Deploy Processing</dt><dd class="dd">
                        <p class="p">With a manual deployment, the process of building the set of content in its <em class="ph i">nearly</em> final state happens outside of <span class="ph">Deploy API</span>. When deployment publishing is triggered, a publishing job is initiated that performs the processing. At the end of processing the content, a snapshot is generated. The snapshot includes: all the files used for processing, an immutable database with all content in its final form, and search indexes. Upon completion of processing and storage, the <span class="ph">Deploy API</span> switches to serving content from the new immutable database.</p>
                        <p class="p">There are multiple benefits to this mode of operation:</p>
                        <ul class="ul"><li class="li">
                                <p class="p">All content processing happens outside of the production API, reducing the risk that a content error makes the API unavailable</p>
                            </li><li class="li">
                                <p class="p">Rapid auto scaling because all content is pre-processed</p>
                            </li><li class="li">
                                <p class="p">The code base for serving content is 90% smaller, leaving less surface area for issues</p>
                            </li><li class="li">
                                <p class="p">Highly efficient memory and content serving for a great experience</p>
                            </li><li class="li">
                                <p class="p">Content no longer needs to fit directly into memory, greatly increasing safety</p>
                            </li></ul>
                        <p class="p">The main tradeoff of manual deployments is that content updates take longer to become available, as the processing job must finish before new content is deployed.</p>
                    </dd></dl>
        </section></div></article><article class="topic concept nested1" id="concept-4005" aria-labelledby="ariaid-title4" lang="en-us"><h2 class="title topictitle2" id="ariaid-title4"><span class="ph">Deploy API</span> Definitions</h2><div class="body conbody"><p class="shortdesc"></p><dl class="dl"><dt class="dt dlterm">Delivery Endpoint</dt><dd class="dd"><p class="p">A delivery endpoint is any final destination where users consume content that has been processed by <span class="ph">Heretto Deploy API</span>. Delivery endpoints can include <span class="ph">Heretto Portal</span>, websites, applications, devices, and machines.</p><p class="p">Delivery  endpoints receive content that is managed in <span class="ph">Heretto CCMS</span>, processed by <span class="ph">Deploy API</span>, and transformed into appropriate formats for end-user consumption.</p></dd><dt class="dt dlterm">Deployments</dt><dd class="dd"><p class="p">Deployments are configurations that connect content in the CCMS with delivery endpoints via <span class="ph">Deploy API</span>. They enable content publication to the appropriate delivery endpoint, like  <span class="ph">Heretto Portal</span> or other delivery endpoints such as websites, applications, devices, or machines.</p></dd><dt class="dt dlterm"><span class="ph">Heretto Deploy API</span></dt><dd class="dd">
                    <p class="p">A read-only API that enables you to deliver content from <span class="ph">Heretto CCMS</span> to different endpoints. The delivered content includes:</p>
                    <ul class="ul" id="concept-4005__ul_p1y_3lf_sjb"><li class="li">JSON data</li><li class="li">Media files</li><li class="li">Transformed XML content (HTML5) or compiled DITA</li></ul>
                </dd><dt class="dt dlterm">Serving Content</dt><dd class="dd"><p class="p">The process of requesting and receiving a final result from <span class="ph">Deploy API</span>, which may be content on a page or the structure required to serve that content. For example, when users access a page, they're essentially making an API request to <span class="ph">Deploy API</span>, which then delivers the requested content. This technical interaction forms the foundation of content delivery within the system.</p></dd><dt class="dt dlterm">Sitemaps</dt><dd class="dd">
                    <p class="p">Sitemaps are specialized DITA maps that determine the structure of your content. Depending on the environment you publish to, you may need to use different <span class="ph">sitemap</span> structures.</p>
                    <p class="p"><span class="ph">Deploy API</span> supports different <span class="ph">sitemap</span> structures.</p>
                </dd></dl></div></article></article></main></body>

Heretto Deploy API ensures secure processing and delivery of your content for end-user consumption. Deploy API employs two API authentication methods to securely distribute content from Heretto CCMS to various delivery endpoints: Simple API Keys and JSON Web Tokens (JWTs). Both methods are managed as API keys within Heretto CCMS. API keys are also known as secret keys or secrets.

Deploy API Authentication

Read the Deploy API specification and related resources

Heretto Deploy API

Get releases

Heretto Deploy API is the crucial content delivery service that processes content from Heretto CCMS and transforms it into formats that can be delivered to end-users. The processed content is then delivered through the Heretto Portal or other delivery endpoints such as websites, applications, devices, or machines.

Deploy API Overview

Use Heretto API Docs to publish API documentation for public and internal consumption within Heretto Portal.

API Docs Overview

<body><main xmlns:jcm-link-man="http://jorsek.com/content-management/modules/linkmanagement" role="main"><article role="article" id="topic-9225" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">Heretto Deploy Portal Overview</h1><div class="body"><p class="shortdesc"></p><iframe class="object iframe" controls="controls" src="https://www.youtube.com/embed/45CFJ3YhByI?list=PL4ZeW5ujwMiG-qroejPZ7DDYRf-potbdf" referrerpolicy="strict-origin-when-cross-origin" allowtransparency="true" frameborder="0" scrolling="no" allowfullscreen="true" mozallowfullscreen="true" webkitallowfullscreen="true" oallowfullscreen="true" msallowfullscreen="true" width="100%" height="270"></iframe><section class="section"><h2 class="title sectiontitle" id="heretto-deploy-portal-overview-0">Heretto Deploy Portal Overview</h2>
            
            <p class="p">Real-time content delivery anywhere</p>
        </section></div></article></main></body>

Heretto Deploy Portal Overview

<body><main xmlns:jcm-link-man="http://jorsek.com/content-management/modules/linkmanagement" role="main"><article role="article" id="topic-2626" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">Heretto UX Overview</h1><div class="body"><p class="shortdesc"></p><iframe class="object iframe" controls="controls" src="https://www.youtube.com/embed/qJNtVI2cKTA" referrerpolicy="strict-origin-when-cross-origin" allowtransparency="true" frameborder="0" scrolling="no" allowfullscreen="true" mozallowfullscreen="true" webkitallowfullscreen="true" oallowfullscreen="true" msallowfullscreen="true" width="100%" height="270"></iframe><section class="section"><h2 class="title sectiontitle" id="heretto-ux-overview-0">Heretto UX Overview</h2>
            
            <p class="p"><a class="xref external-video-link j-external-link" href="https://heretto.com/product-pulse/" target="_blank">View more videos</a></p>
        </section></div></article></main></body>

Heretto UX Overview

Heretto Portal v6 is here! 🙌 It is the biggest portal release yet, rebuilt for speed, packed with new features, and reimagined from the ground up for easier customization.  🚀

April 16, 2026

Metadata Types in Heretto

Metadata Flow in Heretto

Metadata Operation and Guidelines

Configure metadata for a deployment to decide which custom metadata should be passed to Heretto Portal or a third-party endpoint like a machine or device. The custom metadata that can be configured is taxonomy, label, text, and date metadata. Before it can be configured in a deployment, this metadata must be configured and enabled in the CCMS Metadata interface, and added to files.

Configure Metadata in a Deployment

heretto-portal/heretto-portal-metadata/metadata-governance-in-heretto-portal

Heretto Portal Metadata

Metadata Governance in Heretto Portal

<body><main xmlns:jcm-link-man="http://jorsek.com/content-management/modules/linkmanagement" role="main"><article role="article" id="concept-8026" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">CCMS API Overview</h1><div class="body conbody"><div class="abstract"><div class="note note note_note"><span class="note__title">Note:</span> 
            <p class="p">This is an Alpha release of the CCMS API v2 that can be used alongside CCMS API v1. This  release is part of the CCMS API v2 effort  that aims at providing a complete set of CCMS APIs and currently focuses on publishing with  deployments as well as <span class="ph">PDF Generator</span> and <span class="ph">DITA Open Toolkit (DITA-OT)</span>. The API is now available to all <span class="ph">Heretto</span> customers. No upgrades or configurations are required. </p><p class="p">To access CCMS API v1 documentation, contact your <span class="ph">Customer Success Manager</span>.</p>
        </div><p class="shortdesc">The <span class="ph">Heretto CCMS</span> API (v2) enables programmatic access to publishing and deployment operations within the <span class="ph">Heretto</span> Component Content Management System (CCMS). This REST API enables you to automate publishing workflows, manage deployments, retrieve publishing outputs, and configure publishing scenarios.</p></div><p class="p">The <span class="ph">Heretto CCMS</span> API is designed to support various automation and integration scenarios:</p><dl class="dl"><dt class="dt dlterm">CI/CD pipeline integration</dt><dd class="dd">Automate content publishing as part of your continuous integration and deployment workflows.</dd><dt class="dt dlterm">Custom publishing dashboards</dt><dd class="dd">Build internal tools to monitor publishing operations and deployment status.</dd><dt class="dt dlterm">Scheduled publishing</dt><dd class="dd">Trigger publishing jobs automatically based on schedules or external events.</dd><dt class="dt dlterm">Multi-locale management</dt><dd class="dd">Programmatically manage content deployments across multiple languages and regions.</dd><dt class="dt dlterm">Audit and compliance</dt><dd class="dd">Track and report on publishing history for regulatory requirements.</dd></dl><p class="p">This API enables you to work with these CCMS interfaces:</p><dl class="dl"><dt class="dt dlterm">Deployments</dt><dd class="dd">Work with preconfigured deployments in the CCMS to manage content publishing from the CCMS to <span class="ph">Heretto Portal</span> or other delivery endpoints such as websites, applications, devices, or machines.</dd><dt class="dt dlterm">Publishing jobs</dt><dd class="dd">Manage CCMS content publishing to static outputs, like PDF or HTML, by using publishing engines like <span class="ph">PDF Generator</span> or <span class="ph">DITA Open Toolkit (DITA-OT)</span>.</dd><dt class="dt dlterm">Publishing scenarios</dt><dd class="dd">Retrieve available scenarios and their configurable parameters, which you can then use when creating publishing jobs.</dd><dt class="dt dlterm">Releases</dt><dd class="dd">Retrieve information about existing releases (snapshots of content).</dd></dl><section class="section"><h2 class="title sectiontitle" id="authentication-0">Authentication</h2>
            
            <p class="p">The <span class="ph">Heretto CCMS</span> API supports two authentication methods:</p>
            <dl class="dl"><dt class="dt dlterm">Basic Authentication</dt><dd class="dd">
                        <p class="p">Include an <code class="ph codeph">Authorization</code> header with the value <code class="ph codeph">Basic &lt;base64(username:password)&gt;</code> in your API requests. You can use your CCMS username and either your password or an API token generated in the CCMS.</p>
                    </dd><dt class="dt dlterm">SSO Cookie Authentication </dt><dd class="dd">
                        <p class="p">Include the <code class="ph codeph">JSESSIONID</code> cookie from your authenticated browser session. This method is useful when testing the API from this documentation site or integrating with browser-based tools that maintain SSO sessions.</p>
                    </dd></dl>
            <p class="p">For more information, see <a class="xref" href="/heretto-ccms/api/ccms-api-authentication">CCMS API Authentication</a>.</p>
        </section><section class="section" id="concept-8026__base-url"><h2 class="title sectiontitle" id="base-url-0">Base URL</h2>
            
            <p class="p">All API requests use this base URL structure:</p>
            <pre class="pre codeblock lang-http"><code>https://{organizationId}.heretto.com/ezdnxtgen/api</code></pre>
            <p class="p" id="concept-8026__where-organizationId-is">Where <code class="ph codeph">{organizationId}</code> is the subdomain you use to access <span class="ph">Heretto CCMS</span>. For example, if you access <span class="ph">Heretto CCMS</span> at <code class="ph codeph">https://thunderbird.heretto.com</code>, use <code class="ph codeph">thunderbird</code> as the <code class="ph codeph">organizationId</code>.</p>
        </section><section class="section"><h2 class="title sectiontitle" id="important-considerations-0">Important Considerations</h2>
            
            <ul class="ul"><li class="li">
                    <p class="p">The <span class="ph">Heretto CCMS</span> API doesn't support bulk updates. You can work on only one object per request.</p>
                </li><li class="li">
                    <p class="p">The API supports pagination for endpoints that return large result sets, such as publishing history and scenario listings. Use the <span class="keyword parmname">page</span>(zero-indexed) and <span class="keyword parmname">size</span>(default: 20, maximum: 100) query parameters to navigate through results. Responses include metadata such as <code class="ph codeph">totalPages</code>, <code class="ph codeph">totalElements</code>, and<code class="ph codeph">numberOfElements</code>to help you implement pagination controls.</p>
                </li></ul>
        </section></div></article></main></body>

The CCMS API supports Basic Authentication and SSO Cookie Authentication for secure access.

CCMS API Authentication

The Heretto CCMS API (v2) enables programmatic access to publishing and deployment operations within the Heretto Component Content Management System (CCMS). This REST API enables you to automate publishing workflows, manage deployments, retrieve publishing outputs, and configure publishing scenarios.

CCMS API Overview

Content Operations Platform For Knowledge Management | Heretto

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Heretto CCMS

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Heretto Portal

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Release Notes

Heretto Component Content Management System (CCMS) is one platform to create, manage, and personalize enterprise knowledge for any audience, on any channel, in any language.

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DITA Metadata Configurations

Configure Drop-downs for DITA Attributes

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