Tag - User Guide

The start screen contains documentation about Tag features, and quick links that jump to Tag apps. It is the default screen displayed during startup, which is a preference that can be changed. The start screen can be displayed at any time using the apps menu.

The center of the screen is a called a feature map. It provides a graph view of topics that describe the main features of Tag. Topics are organized around apps, and are linked to each other and additional information online.

Buttons along the left side provide quick access to Tag apps. Clicking on an app button will display the feature map for that app. Clicking on the "right arrow in circle" icon will jump you to that app. Clicking on the "down arrow" icon will take you to the samples app to browse samples specifically for that app. Clicking on the background surrounding the app buttons (which repeats "Tag") will display the general feature map for Tag.

When you click on a topic, documentation displays to the right. When you hover over a topic, an icon will display allowing you to change the graph's focus. When the focus is changed, child topics will display (if any) and graph layout will be rearranged.

Some topics contain a lot of information and use a dialog to help you browse it. For example, the "steps" topic above contains information about 75+ pipeline steps supported by Tag. These steps can be explored using the following dialog.

The account menu is in the top-right area of Tag as shown below. It uses your first and last name as a label. This is where global settings and preferences are managed.

The menu items are as follows.

Manage your account

The Manage your account menu item opens an overlay panel (meaning it displays over the current window content and does not replace it) that supports account management functions.

You can change your password here and review your current subscription.

Use the shopping cart menu to upgrade your subscription, which will open a web browser on our secure billing portal. You can purchase monthly or annual Individual subscriptions this way if you currently have the free Tag Community subscription.

If you already have an Individual subscription, the billing portal will allow you to change billing information attached to your account. In this case, the icon will change from shopping cart to cash register.

Note that we do not store your billing information or credit card numbers in our system. Instead, we rely on our billing partner Chargebee. Follow this link to find out more about security and compliance at Chargebee.

Manage preferences

The Manage preferences menu item opens an overlay panel that supports user preferences.

The first panel lets you specify startup preferences. Favorite folders are used in several apps and can often change as you work on different tasks. As a result, this is a preference you may want to change regularly. Favorite folders are discussed further in the samples app section below.

Other preferences panels are provided to setup web API access, pipeline engines and shared settings. There are also some Technical support preferences that are seldom used. These can be ignored unless specifically requested by technical support during problem resolution.

Sign out and exit

Select this option to exit Tag completely. The next time you start the program you will have to login again. Always use this option if there are other users sharing your logged-in desktop session.

If other users login to their own desktop sessions (i.e., they have their own Windows or Mac accounts on the same computer), you can all use the remember me function described next.

Exit and remember me

Select this option to exit Tag and skip login on next startup. Every so often you will have to login again (to ensure it is still you), however this is generally a big time saver.

Note that this feature does not extend to other devices. You will have to login to each device at least once.

About Tag

The About Tag menu item shows an overlay panel that displays the current version number and copyright info.

Right next to the account menu is a green dot that reflects server health. In the rare case that the server is not communicating properly, this dot will turn red.

Right next to the server health icon is an auto update notification icon. Most of the time it is invisible. The following screenshot shows what it looks like when visible.

During startup, Tag automatically checks for updates. If one is found, it is downloaded in the background while you work.

When the download is complete, the down arrow icon will appear indicating that the update is ready to install. All you have to do is exit Tag and restart, and the update's installer will run automatically.

The apps menu is to the left of the account menu. It has an icon with three horizontal lines as shown below.

All available apps are listed in this menu. The current app is highlighted in bold. Selecting an app will replace the window's content with whatever is needed for that app.

The start screen can always be opened using this menu.

The file tree (sometimes called a navigation tree) is used by all apps that work with your local files. It is found on the left side of the Automate, Scribe and Samples apps as shown below.

Favorite folders provide quick access to your files. They are created or removed in the file tree by selecting or un-selecting the star icon next to each folder's name. They cannot be nested. After creating a favorite folder, you can select it using the Favorites dropdown above the file tree to reduce screen clutter as shown below.

Favorite folders can also be referenced in startup preferences as discussed above.

File-level functions related to the current app are listed below the file tree. You can refresh the tree, add or remove files & folders, search and convert/import files (varies by app).

The Samples app is used to share demo files. You can open the Samples app using the apps menu, or using quick links on the start screen.

The first step is to chose a folder to copy files into. Use the file tree to select or create a folder to work with. After making that folder a favorite and selecting it, select a sample in the list on the right (which is also organized by app). The screen will now look like this.

The center area displays summary information for the selected sample. It also displays a preview of downloaded or generated content if one is available.

Some previews display formatted text or generated graphics. Others (as show above) display a content tree that contains XML or JSON content. This is a screenshot of the XML/JSON tree editor that you can use to work with files of this type.

When the sample you want is selected, you only need to click the "Get it!" tool button. You will be prompted to confirm that a number of files will be copied. After clicking "Yes", you can jump to another app to view the copied files, or stay in the samples app to review more samples.

Most files in a sample are copied "as-is". However, data setup files (*.rng) may be slightly modified by changing the declared namespace URI. More specifically, the namespace URI may be changed to include your unique account name as follows.

Sample data setup files usually have namespace URIs that start with this:

http://id.nsymbol.com/demo/

For example, the personal information sample for gym members uses this URI:

http://id.nsymbol.com/demo/member

All Tag users have a default personal namespace URI and have control over all URIs that start with it. For example:

http://id.nsymbol.com/myAccountName/

Continuing with the member data example, the namespace URI would be changed during sample copy to look like the following:

http://id.nsymbol.com/myAccountName/member

Renaming the namespace in this way allows you to freely edit the copied data setup files, and not be concerned about data naming collisions with other Tag users.

Refer to data setup for more information about data setup files.