Configure Metadata in a Deployment

Important:

Metadata governance support was introduced in Heretto CCMS 25.10.30 and Heretto Portal v5, and requires a two-step activation process. First, the Heretto team must enable the feature in Heretto CCMS. Once that's done, a user assigned the Administrator role in the CCMS must enable and configure metadata in each deployment. Contact your Customer Success Manager to get started.

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.

By default, metadata processing is disabled in all deployments. Complete this procedure for all deployments you want to start processing metadata.

This procedure can be completed only by users assigned the Administrator role in Heretto CCMS.

Learn about metadata governance in the Heretto platform. See Metadata Governance in Heretto Portal.

Enable metadata processing in a deployment (one-time action)

In the top-left corner, click the Main Menu and go to Deployments.
Click the deployment you want to edit and click Edit Deployment.
In the Metadata Governance section, select this check box: Select to start processing, without selecting the configuration below is only preparatory. This action is one-way: once saved, it cannot be undone.

By default, metadata processing is disabled in all deployments. Selecting this check box enables it for the current deployment. Once enabled, you cannot disable metadata processing or repeat this step.

Note:
If you don't see the Metadata Governance section, it means the metadata governance feature hasn't been enabled in the CCMS yet.

Configure custom metadata in a deployment

In the Metadata Governance section, review the list of custom metadata and select check boxes next to the metadata you want to enable.

If a deployment lists custom metadata as disabled, it means the metadata is disabled in the CCMS Metadata interface (Administrators only).

Note:
If you configured search facets in Heretto Portal, make sure custom metadata they use is enabled in deployments. Otherwise, search facets become unavailable in portal (just as if they weren't configured). For details on portal search facets configuration, see Heretto Portal Search Facets.
Click Save.

The enabled metadata is included in active sync deployments upon saving. Manual deployments must be published. Once processed, the enabled metadata will be served to Heretto Portal or a third-party delivery endpoint, like a machine or device.

If you use Heretto Portal, you can further control metadata in portal. See Configure Metadata in Heretto Portal.

For manual deployments, publish your changes from the Deployments interface (Administrators only).

Important:

If after completing this configuration you make changes to your custom metadata in the CCMS Metadata interface, to see them applied in a deployment, re-save active sync and publish manual deployments.

Under maintenance

Heretto Help

Configure Metadata in a Deployment

Footer Section

Our Support Team is here to help