How to create and manage a Channel and its Nodes in Plan & Release

Channels help organize Entities into different groups and to publish them to outbound connectors, such as Content Store.

Within a Channel, you can set up a Node structure and link different Entities to different Nodes. 

Creating a Channel

In Plan & Release
do the following

1. Click   (Create new entity)
   The button expands with two options: Channel and Publication.
   
   
2. Select Channel.
   The Create Channel modal window opens.
   
   
3. Fill in the required fields.
   Mandatory fields are marked with *.
   
   Click Save when you are done.
   
   Your new Channel is created. You can access it from the Plan & Release dashboard, where you get an overview of all available Channels and Publications.

Adding and removing Nodes from an existing Channel

In Plan & Release > {your Channel} > Structure
do the following

1. Click on the level where you want to add a Node.
   Selecting the Channel name will add a Node on the top level, whereas selecting an existing Node will add the new Node a level below the existing Node.
   
   
2. Click  (Add node)
   The Create Node modal window opens.
   
   

    

   You can remove linked Nodes by selecting them and clicking on (Remove relation) instead. This does not delete the selected Node.

3. Fill in the required fields.
   Mandatory fields are marked with *.
   
   Click Save when you are done.

Publishing a Channel

In Plan & Release
do the following

1. Select the Channel that you want to publish.
   
   
2. Click (Publish channel), located on the Channel toolbar.
   
   Your Channel gets published, and the tag right next to the Channel name turns to Published. You may need to refresh your browser for the change to take place. 

Managing an existing Channel

You can further manage an existing Channel using the Channel's Navigate menu.
In Plan & Release click    on the Channel you want to manage. The Navigate menu opens, showing the following options:

• Edit
• Star Entity
• Open in new tab
• Open in Enrich
• Publish
• Unpublish
• Delete

Deleting Nodes

In Plan & Release
do the following:

1. Select the Channel where you want to remove a Node.
   The Channel editing view opens.
   
   
2. Go to the Structure tab.
   
   
3. Select the Node that you want to delete.
   
   
4. Select Delete from the Navigation menu ( ) on the right.
   The Node is deleted.

Bulk deleting Nodes

In Plan & Release
do the following:

1. Select a Channel.
   
   
2. Click (Query Editor), located in the top left corner of the channel overview.
   The Query Editor opens.
   
   
3. Search for Entity Type + Equals + Node.
   Click on to search based on these criteria.
   
   The Nodes appear as Query results on the left side of the channel overview.
   
   
4. Select the Nodes you want to delete.
   
   
5. Select Delete Selection from the Navigation menu ( ) of your Query results.
   The Nodes are deleted.

Further reading

Restyled inriver Plan & Release: overview

Restyled inriver Plan & Release: channels

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