Publishing your content has changed for the better. From the Manage Releases page there are now two actions; Publish to Portal and Generate: Publish to Portal allows you publish your content to the portal for both Live publication(s) and Draft publication(s). Generate displays choices for generating DOCX preview files, as well as any other configured generation options available to your organization (such as the ISQM report).

Today we will focus on the Publish to Portal workflow, which has changed significantly in Version 4.18 from it current format. 

1. Select Full\Partial Publish: On selecting a publishing action, the user chooses whether to publish all documents and files within a Collection or publish a selection of documents and files. The option to publish the full collection is selected by default.
   
   
2. Select Date & Time: Upon selecting Next on the Choose Publish Type page, the user is taken to the Select Date & Time page, where they can specify the effective date for the versions that will be published. The current date and time are shown by default, but the user may choose any past or future date as needed.
   
   
   When a future date is selected the checkbox titled “Make visible on Portal before effective date” becomes enabled. If selected, the future effective version will be visible to Portal users as soon as the publish has successfully completed. If unselected (default), the future effective version will only become visible to Portal users once the specified future effective date and time is reached.
   
   
   

3. Select Content to Publish: The Select Content page displays all folders, documents, and files within the Collection. To proceed with publishing, the user must select one or more documents or files. The content is shown in a hierarchical view, though the user may switch to a list view if preferred. A Find Content option is available to help users search for specific folders, documents, or files to refine the list. The Change Type column indicates what has changed since the Collection was last published to the Live publication. The Last Published Date reflects the date on which the Collection was most recently published to the Live publication on the Portal. The Alerts Message and Alerts column notify the user if there are any checked out components, or if a file or document will have versions replaced as part of the publish.

   Note: Partial Publish Known Issue: Changes to a Collection’s Table of Contents, such as renaming a folder, must not be published with an effective date that is earlier than any existing future effective versions of documents or files within the Collection. If future effective versions exist with dates later than the ToC change, those versions must first be withdrawn and then republished with an effective date that is equal to or later than the effective date of the ToC update. This issue will be resolved in a future release, as the user will be notified that the versions dated later than the ToC changes will be replaced
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4. Review Publish Selections: The Review page displays all documents and files selected for publishing, whether the user has chosen to perform a full publish or to publish only selected content. It gives the user the opportunity to review their publishing selections before the publish is initiated. The user may review their publishing selections and, if necessary, return to either the Select Date & Time page or the Select Content page. Alternatively, they may proceed directly with the publish.
    
   Note: Deleted Documents\Files : Where a document\file has been deleted it will appear in the Select Content page with a Change Type of “Deleted”. The document or file will be deleted from the Portal if one or more other files from the Collection are selected for publish.
    
5. Publish Progress: Selecting the Publish option initiates the publishing process, and the Progress page displays real time updates on its status. While the publish is underway, the user may return to the Manage Releases page and continue performing other CCMS activities by selecting the Back to manage releases option. Once the publish has been successfully completed, the total number of folders, documents and files that were published is displayed. On returning to the Manage Releases page, the publish will be listed.