Tagging in Adobe Experience Manager 6.0 [Video Walkthrough]

Hello, Stefan Hofmeister here from the Adobe Experience Manager podcast at Axis41. This past May, Adobe came out with a new version of Adobe Experience Manager. I want to show off a few different aspects of AEM 6.0, so today is going to be an in-depth look at all things tagging. We’ll go over everything from creating a new tag, moving it, and applying it to new media, to some other tips I found useful.

Adobe Experience Manager Login Screen

Let’s start on the Adobe Experience Manager (AEM) sign-in page. I am using a local instance of AEM, so for me it’s a fresh install—I won’t have anything but the preloaded Geometrixx content and the examples I made for this video. I’m going to type in my credentials and continue to sign in.

Tagging in AEM 6.0 [Video Walkthrough] |Adobe Experience Manager Podcast

Now we’re brought to the projects page on the new touch UI. One way to get to the tagging page is to click the Tools button on the navigation list on the left, then click Operations. Then Tagging is third from the bottom—click on it and it should bring us out of the touch UI and back to the classic UI. It is important to note here that not everything is completely accessible and functional within the touch UI, but Adobe has made a number of strides to continue to improve it.

Tagging in AEM 6.0 [Video Walkthrough] |Adobe Experience Manager Podcast

Here we can see the tag organization and a few of the tags that have been made previously. As I mentioned earlier, we are going to cover everything related to tags. The first thing we should do is create a new folder for all the tags we’ll be coming up with. This “folder” is called a namespace. With tags on the left highlighted in green, mouse up to the “New…” button located right above the title header. Give that a click, and a “create a namespace” box pops up. A namespace is a top level category—basically it’s what you and Adobe Experience Manager use to find a grouping of tags specific to one part of the business. You can use them as tags themselves, but usually they will be too broad to make sense as a single tag.

Tagging in AEM 6.0 [Video Walkthrough] |Adobe Experience Manager Podcast

The title is what people will search for when trying to add a tag to a piece of content (it’s what people will see when authoring content). Name is a database entry for AEM. You can actually have multiple tags that have the same Title, but the Name must be unique because it is the database id.

Go ahead and fill in the title and name. I am going to go with Project 007 for my title and Project007 for the name. Notice that the name won’t allow any non-alphanumeric characters to be entered. That means no spaces or symbols. It’s best to always keep the name and title the same that way it shows in the TagID, which avoids confusion and makes searching simpler.

Now let’s create a tag to go in that folder. After you hit create, click on the folder you just created and again click the “New…” button. Now instead of creating a namespace, you are creating an actual tag. But again the title is what people will search for and the name is for organization. Let’s say that you accidentally created a tag in the wrong folder. That’s where the move function comes in.

Tagging in AEM 6.0 [Video Walkthrough] |Adobe Experience Manager Podcast

Now in my example, the marketing folder has a few second-level folders in it. In the print folder, I accidentally created a tag called “Other Web ad.” In order to move this tag, I’m going to select the print folder, which will bring up the print tags on the main window. Then in the main window, select the folder you want to move, and click on the “move…” button located above—this will bring up this move box.

In order to do this correctly, you have to click on the magnifying glass to change the relative path. This helps by going back through the previous tags and updating their path to this current one. Once you’ve clicked on the magnifying glass, it will bring up the same tree as what is on the left. I want to place this tag in the online folder, so I click on that and select OK.

Before I hit move and finalize it, I have the option to change the name of the tag. This is the easiest and most accessible way to change the name of a tag. Even if you don’t want to move the tag, this is still the best way to change its name.

One thing to remember about tags is that once you create a tag and use it on multiple pieces of content, It’s not recommended that you delete it, due to it being connected to content. Using the move function keeps all existing links and directs all searches to the most recent update, while still allowing you to change the name.

Adding tags to content and assets is a relatively simple thing to do. It might be different for everyone based on your individual implementation. Let me show you an example of how to add a tag to an asset within the DAM.

Let’s move over to the DAM and find an asset. Click over to an asset you want to add a new tag to. Select it, then double-click it (as with all selectable items within Adobe Experience Manager) and it should bring up the asset information. Look to the third box down and you’ll see tags.

Tagging in AEM 6.0 [Video Walkthrough] |Adobe Experience Manager Podcast

Remember what I was saying about the title and name of an asset; the title is what you search for and the name is just for organization. So in this instance, search for the title of the tag. As you’re typing in the title, AEM uses an auto-complete feature to find matches for the characters you have entered. You can either hit enter when it pops up or you can select it. After you have applied tags to the asset, hit save located near the bottom of the screen. After the saving icon disappears, you can close out the window and continue on with the rest of your work.

That’s it for this video. If you have any questions or ideas for a future video, tweet us @Axis41 or check out our Adobe Experience Manager Implementation showcase page on LinkedIn.

Thanks for watching, see you next time.