DAZ | Studio Content Manager Tutorial (PDF Version)

What is DAZ | Studio Content Manager and why should I use it?

DAZ introduced the DAZ | Studio Content Manager as a way to easily organize a huge range of content in a user-customizable fashion that suites your individual workflow. There are several advantages to using the D|S Content Manager. First as I've already mentioned it allows you a personal choice in how to organize your content. As a side effect of this, it doesn't break future updates, expansions and other features that future content installations might be looking for. The second major reason to consider using the D|S Content Manager is that it allows a user to categorize an item into multiple places without creating physical copies. You'll see more on this later!

Who should use this tutorial?

There are two major classes of users who should review this tutorial. New users will find it a great way to answer some of the very common questions regarding missing content and "empty" runtimes. Experienced users might find a few tips and tricks that will help them streamline their content management process.

Table of Contents:

How to use this document
Document Conventions
Nouveau Style
Understanding the Differences between Content Categories and File Folders
Changing views between D|S Content Manager and Folder styles
Showing and Hiding Empty Content Categories
Resizing the D|S Content Manager window
Searching for new content!
The "Unassigned" Content Category
Drag and Drop
Working with Content Categories
Special Content Category features and actions
Mass moving content
Power categorization
Using the Content Search function
Backing up the Content Database
Starting over

How to use this document

This document was designed around teach concepts as much as specific how-tos and as such it should be useful to all types of users. The main benefit of this approach is that concepts can be universally applied instead of limited to only the situations present in the tutorial. There are some fundamental assumptions and definitions that need to be clear before proceeding.

Document Conventions

Abbreviations and definitions

D|S

DAZ | Studio, the application

DAZ

DAZ 3D, the company

Content

Figures, Textures, Poses, Morphs, etc. Items used in 3D Applications

Category

In this context, means Content Category, or the virtual method of organizing content in DAZ | Studio 2.0 and higher.

Folder

In this context, means File Folder, or the physical installation location on a hard drive or storage device. Also known as a "Directory."

Menu

A dropdown list of choices obtained off of the main interface or by popup after a mouse click.

Window

A display element of the D|S application, i.e., "The main window"

Left-click

A single brief press of the left-hand mouse button. On Macintosh computers, this is the main mouse button.

Right-click

A single brief press of the right-hand mouse button. On Macintosh computers, this is achieved by pressing the "Control" button and clicking the main mouse button.

->

Denotes travelling from one menu entry, category or file folder to another

Nouveau Style

This entire document will utilize the Nouveau Interface Style (which should be the DAZ | Studio default) as well as the "2nd Level" Interface layout (again the default). To change the Interface Style (if it doesn't match the screenshots or if you'd like to see what the others look like) go to the Menu: View -> Interface Style -> Select Style. This will bring up the "Select a Style" window. Using the pull down menu on the top-right portion, select your desired Interface Style. You will see a brief sample of each style prior to applying it using the Accept or Apply buttons. Remember to return to the Nouveau Style before continuing.

Interface Layout

And the Style Select window:

Interface Layout Part2

By default, we're using the "2nd Level" Interface layout. The process of viewing and changing this preference is much like changing the interface style. Go to the menu: View -> Interface Layout -> Select Layout and a new window should appear. Feel free to experiment with this option but return to the default "2nd Level" choice before continuing.

Interface Layout Part1

And the Layout Style window:

Interface Layout Part 2

Understanding the Differences between Content Categories and File Folders

One very important concept that must be understood before continuing the tutorial is the difference between a File Folder and a Content Category. While not strictly true, the easiest way to keep these two items straight is to think of File Folders as "real" and Content Categories as "virtual." Smith Micro's Poser application uses what we'll call the Runtime Folder method. It has designated a special folder called "Runtime" which contains multiple, special purpose folders. Each of these folders must be named a specific way and can usually only contain specific types of items. This makes organizing File Folders tricky and somewhat "dangerous" because it's easy to cause an installed product to cease to function. Content Categories, on the other hand, are virtual "pointers" to File Folders. They reside in the content database stored inside a sub-folder of the file folder where DAZ | Studio was installed called "resources." The content database itself is simply named "content". Content Categories can be named almost anything, organized in almost any fashion and you won't run the risk of any type of content installation problems as you could if you were moving actual file folders. Furthermore, it is possible for a single item to appear in multiple categories at the same time. With File Folders, you have to make physical copies, potentially "wasting" disk space!

Changing views between D|S Content Manager and Folder styles

Once you learn how to do so, switching between Folder views and the Category views is very simple. The hardest part about it is finding the option! To my knowledge there is no menu entry method of doing this so warm up the mouse and look for the black right-facing arrow to the left of the content tab. We'll call this spot the "Content Options button" from now on. Once you've found the correct spot, right click on it and you'll get a popup menu that allows you to select your content viewing style.

Content Options 01

On this popup menu there are five items we're currently concerned with don't worry about the other options for now. The first two menu options are "View Folders as List" and "View Folders as Tree". These are the non-Content Manager views and are instead, representations of the File Folders where content resides on your hard disk. The next three options: "View Categories - Quick Start", "View Categories as List" and "View Categories as Tree" are all Content Manager views and use the virtual pointers we call Categories for organization. To switch back and forth, simply right-click on the desired view name. Make sure to switch back to "View Categories - Quick Start" before continuing.

Content Options 02

Showing and Hiding Empty Content Categories

Another special feature of the Content Manager is the ability to hide categories that have no entries. I'm not really certain why this was included, but it can cause you some serious headaches. To toggle between Showing and Hiding empty categories, right click anywhere in the left-most Category area and select "Hide Empty Categories" or "Show Empty Categories" depending on their current state. Make sure you are set to "Show Empty Categories" before continuing.

Showing and Hiding 01

and showing again…

Showing and Hiding 02

Resizing the D|S Content Manager Window

When organizing content in D|S it is often easier to expand the Content Manager window so you can see more "levels" of categories at the same time. You can expand or shrink the Content Manager window by left-clicking and holding on the right edge of the window and dragging your mouse left or right. Release the mouse button when it is the size you prefer. I recommend enough room to show three or four layers of categories.

Resizing Viewport 01

… and the results!

Resizing Viewport 02

Searching for new content!

Up until this point, everything has been about preparing to organize your content. It's almost time to start organizing! First off, if you don't already have him, I recommend you go to http://free.daz3d.com/free_weekly/detail.php?free_id=248 and download the wonderful (and free) DAZ Morphing Python by DAZ with textures by Ravnheart. The only requirement is that have registered on DAZ's page. (You're using DAZ | Studio, you have to have already done so!). Now to install the Morphing Python simply double left-click on the installer file after the download is complete.

Now this is really basic but bare with me! Here's a few screenshots to help with the install process. Macintosh users, your process is a little different, but this should give you a general idea.

Install 01

... and next ...

Install 02

... and next ...

Install 03

... and next ...

Install 04

... and next ...

Install 05

... and next ...

Install 06

... and we wait ...

Install 07

... and next ...

Install 08

... and Done!

Once the Morphing Python is installed, it's time to find it! If you look around in the Content Manager, you'll note he's nowhere to be found, but a quick dig through the Folder views and you can find him. This is because the Content Manager is virtual and doesn't read from the hard disk real-time like the Folder views do. To update your Content Manager, you need to left-click on the Content Options button and then left-click the "Search for Content" option in the resulting menu. If this is the first time you've done this it might take awhile, especially if you're an experienced user and are just investigating the Content Manager for the first time. Don't worry though, future searches are much faster!

As a reminder, click on the Content Options button and "Search for Content" as shown below…

Search 01

If your install is factory default, you'll also get this window… Just click Yes and keep and then wait a few moments.

Search 02

The "Unassigned" Content Category

One common complaint about the Content Manager is that, by default, everything ends up in the "Unassigned" (or "Uncategorized" depending on Interface Style) category. The reason it does this is because DAZ has wisely opted for flexibility in the management and design of the Content Manager. They could enforce rules to place certain types of content in certain directories, but that might as well be the Poser-like File Folder method! They could also "guess" and place items where they think they belong and still allow you to move them. Unfortunately, not everyone thinks the same way so there's quite a bit of disagreement on what would go where! So basically, you and I, we want everything to start its life in the "Unassigned" category so that we can tell it where we want it live and not be dependent upon someone else's ideas of how to "properly" organize content.

Drag and Drop

Now, this may seem pretty basic, but the easiest way to move content around in the Content Manager is to left-click and hold, move the mouse over where you want it to go, and then release the left mouse button. This is called "drag and drop". So let's drag and drop the Morphing Python to his new home in the Animals -> Land category. To do this we first need to find him in the Unassigned Category. Follow the numbers, left clicking on 1,2 and then 3. When it comes to 4, wait just a moment so we can get some more instructions! You may have to scroll down a bit to find the Morphing Python in the list of DAZ Animals depending on what content you have installed.

Search 03

Okay, now that we've found him, left-click and hold, then drag him over to the "Animals" category and pause a moment. You'll see the menu automatically adjust and the sub-categories of "Air", "Fantasy-SciFi", "Land" and "Sea" appear. Keeping the left mouse button pressed, drag him over "Land" and release the button. If you've done everything right you can click on Animals (5), Land(6), and you should see him now (7) in his new home!

Search 04

Working with Content Categories

So okay, that was pretty easy, but if I put all my land animals directly in the "Land" category, won't it get pretty full? Why yes, yes it will! So we need to do something about that. Let's take a few minutes to practice some basics of the Content Manager. We will create a new home from the Morphing Python, Rename a category, and yes, delete one too!
To start off, Make sure you're in the Animals -> Land category and can see the Morphing Python. The first thing we're going to do is Rename a category. We're going to take the existing category "Accessories" and change it to be "Morphing Python." Doing so is very simple, all you need to do is Right-Click on the word "Accessories" and select "Rename".

Work With 01

Type the name, then click the Accept button in the Category Name window

Work With 02

It is important to understand that you MUST wait a few seconds after renaming a category before using it.

On most computers, this is really only 1-2 seconds, but if your computer is exceptionally busy or a little old and slow, it might take longer. Just give it a brief pause before you navigate back to it. This pause gives the computer a moment to "process" the change to the Database and helps prevent crashing.

Now we've got two categories left under "Land" that aren't relevant at the moment. You can either rename them, or for learning sake, we can delete them! So Right-Click on the "Morphs" category and select Delete!

Work With 03

Then confirm the deletion by clicking the OK button:

Work With 04

You can now either rename the Motions/Poses folder or you can delete it. It's up to you!

Next we need to make a new category, this will function just like Renaming or deleting, except you want to right-click in the gray area next to the category you want the item to appear in. So make sure you're in Animals(1) -> Land(2) -> Morphing Python(3) and then go ahead and try the right-click, and Create category here(4)!

Work With 05

In the category name window type "MATs" and click Accept. This is where we will place textures poses for the Morphing Python.

Work With 06

We will come back to this in a moment...

Special Content Category features and actions

Now, one of the things to benefits about the Content Manager is that tells you when you haven't used or "seen" an item in your content directory. Most often you'll find this in the Unassigned category, but it's also possible to have it in more "official" ones. If you're in the View Categories As Quick Start view, you'll notice that in front of some category names there is an "!" mark and in front of others there is a "*" and still others the text is bold. Each of these states is significant and has a specific meaning. In the Quick Start view, the "!" (1) means that this root level category contains an unviewed item. The "*" (2) means that a subcategory view contains an unviewed item and bold text (3) means everything in this (sub)category is unviewed. It is possible (likely!) that two states are shown at once. You can see that on item 3.

Unread Items 01

Even the items themselves inside a category provide information like this… You can see that I've clicked on (viewed) a few items (1) and not others (2). Note the difference in the text and background. You can even see the background difference in the screenshot above!

Unread Items 02

Try it for yourself by navigating to Unassigned -> Poses -> Python! Now when you're bored with that we can get rid of all these silly marks, but using the Right-Click -> Mark as Viewed option

Try it on the Figures category in Unassigned or if you'd like, on Unassigned itself!

Work With 07

That's a quick and easy way to mark everything in a folder (even outside the Unassigned category) as viewed.

Mass moving content

Okay, now that we've viewed a few things and seen how that works, it is time to move all this python stuff over to the MATs folder we created earlier. Make sure you are in the Item window by clicking on one of the pictures of the python. Then press the "CTRL" key and the "A" key at the same time. This is a keyboard shortcut for "Select all". Now you've got all of them selected (and you'll note they're now all marked as viewed) you can left-click and hold on one, then drag it to Animals (pause) -> Land (pause) -> Morphing Python (pause) -> MATs. Release the left mouse button with your cursor ever the word MATs.

Select 01

Navigate to Animals -> Land -> Morphing Python -> MATs and review your handiwork!

Select 02

But wait! Not only have we not moved the Python itself, we've put actual poses in the MATs folder. Oh no! First, using what you've learned move the Morphing Python out of Animals -> Land and into Animals -> Land -> Morphing Python. Next, let's create another new category called Motions/Poses under the Morphing Python category. Now, we can't really use CTRL+A to select everything we need to move in the MATs folder, but you can use the CTRL button while clicking on each icon that is an actual pose to select them in a group. Do that and drag them to the newly created Motions/Poses category. In the end you should end up with this:

Select 03

A couple more words on Categorization before we move on to the next method… Frequently, you'll run into content that contains multiple MAT files for different versions of programs. Most often you'll see these denoted "P4", "PP" and "P5", but occasionally some newer styles will sneak in. Each version has its own place and reason for being though P4 and PP are the most useful to DAZ | Studio. P5 and up are not helpful to DAZ and may contain instructions that cause poor rendering results. This doesn't mean that they're not usable, but it's an advanced topic that won't be covered here. It is my recommendation that in these scenarios you make separate MAT folders for each version. For example, using our Morphing Python, you could add 2 new categories under MATs called "P4 Unused" and "P5 Unused" and then move the appropriate MAT files to those directories. This lets you have quick access to the "most correct" version of MAT files and still lets you keep the others in case someday DAZ | Studio learns to handle them better. Another option, and I use this one as well is to create a "zzTrash" category on the root of your category list. You add the "zz" to "Trash" so that it appears at the bottom of the list and remains out of your way. Remember though, you want to create subcategories under trash, not only in case you want to "recover" something, but also because the Content Manager does not like to have more than about 1,000 items in any single content category so using sub-folders will protect you.

Power Categorization

Okay, time to download another freebie! This time we're going to grab Spirit Foxy's Drakkorin Battle Weapons pack http://free.daz3d.com/free_weekly/detail.php?free_id=237. After you install it, search for content then look under Unassigned -> Props -> SF_Drakkorin Good, you found it! We're going to cover one last basic content organization format before we get into real power categorization. So far, everything we've done has been focused on items inside the Content Manager. Did you know you can drag and drop folders too? Let's try it with the SF_Drakkorin folder. Left-click and hold, drag to Scenes and Props (pause) -> Weapons (pause) and release. Neat huh! Now let's go find this in its new home and have some fun with power categorization! Select Scenes and Props -> Weapons -> SF_Drakkorin.

What we're going to explore here is what to do when you'd like an item to appear in multiple categories. Things like hair and texture sets that work across figures (Morphing Fantasy Dress comes to mind!) are good examples of stuff like this. I picked the weapons, because they're cool and it's a small download. Now before we go much further, there are a few dos and don'ts about using this method. When using "Power Categorization" from the Unassigned area, it is only good for placing items in multiple categories at the same time. If you only select one destination, a "copy" of this pointer will be left behind in the Unassigned category and you'll be scratching your head wondering why! The reason is that, since you cannot manually assign to the Unassigned category, the Categorize Content window doesn't show you the Unassigned category and you cannot deselect the items Unassigned category. Phew! That will make more sense later, for now, just trust me. If it's Unassigned and destined for one place only, use drag and drop. If you're going to multiple destinations, use Power Categorization!

So to get started, just Right-Click on the Scythe and select "Categorize". This is what I call Power Categorization!

Power 01

This brings up the Categorize Content Window. You can do most everything related to categories in this window except selecting something new to categorize. It only works on what you right clicked on earlier. So let's navigate around a bit. Go to People -> Michael and create a new category called Weapons.

Power 02

Then click on the little square to the left of "Weapons" to select this location as a destination.

Power 03

Repeat this process for People -> Victoria. Make sure you have the item properly placed before clicking the Accept button as this closes the Categorize Content window and you can misplace items fairly easily if you're not careful. Double check for your checkmarks by browsing in the Categorize Content window to People -> Michael -> Weapons and People -> Victoria -> Weapons and make sure you see the checkmarks!

Power 04

Now suppose you don't really want a weapons category under Michael and Victoria. Well, we can reverse the process using Power Categorization. Navigate to either People -> Michael -> Weapons or People -> Victoria -> Weapons and Right-Click, Categorize on the scythe again. To remove the item from a category simply, uncheck the box next to the category name. Be careful though, you don't want to orphan the poor item. If you do, the item will just end up in the root of the Unassigned category so all isn't lost. Let's fix our little mess though. Unselect the checkmark next to each of the Weapons categories we created and then go back to Scenes and Props -> Weapons -> SF_Drakkorin and ADD a checkmark there. Sadly, you cannot delete a category from within the Categorize Content window, so you'll need to navigate to the two "Weapons" categories in the main Content Manager window to delete them. Note, however, that you can Rename categories in this view, but just like creating or renaming them in the main window, it's best to wait 1-2 seconds before using them after doing so.

Using the Content Search Function

Now one of the most awesome things about the Content Manager is that since it is a database it is fully "indexed." This means it performs searches much, much faster than your standard search feature on your disk drive. So let's take it for a test drive. First, make sure you're in the Content Manager view, and find the empty looking bar to the left of the magnifying glass. Let's search for "standard" since we just installed something that uses that name.

Finder 01

If all went well, you should see this down below:

Finder 02

From here you can perform normal Drag and Drop operations as well as Right-Click -> Categorize functions. It's amazingly fast, but sadly it does have a few downsides. 1) It currently (as of 2.3.3.50) still doesn't tell you where an item is categorized and 2) it cannot find folder names only item names.

Backing up the database

Okay, so you are worried about all this work you've done and want to protect it. Maybe the database will get corrupt? Maybe you'll make a huge mess of it, who knows? Either way, you'll probably want to make a backup of the database fairly frequently to ensure you don't lose all that effort.

The beautiful thing about the Content Manager database is that it is a single file. Easily located and as long as D|S is not running, easy to backup! First, using your operating system's native file explorer, navigate to the directory where D|S is installed. On an MS Windows machine this defaults to c:\program files\daz\studio. Once you've navigated to that folder, you should see another subfolder named "Resources", go ahead and browse into that folder. In the list of files, there's one called "Content". It has no file extension and probably no associated applications. THAT, my friends, is your Content Database. To back it up, simply copy the file to another location. Preferably one that has all your other backups in it. That's all you have to do. Once the file is copied elsewhere, you've got your backup.

To restore a prior version of the Content Database, go to your backup directory and simply copy the "Content" file to the ~\DAZ\Studio\Resources folder, overwriting the existing file. I recommend making a new, seperate backup first though!

Starting over

So, you've given up. Maybe you don't like the way you built your layout. Maybe it's corrupt and you have no backup. Either way, it's time to start over on the Content database. There are two methods of achieving this. Before you do either, please backup your database in case you change your mind!

If D|S is currently running, you can simply go Edit -> Preferences -> Content Database and click the button labeled "Reset the Content Database" and then confirm your choice. Blamo. It's reset and everything will be Unassigned upon your next search.

If you've just backed up your database and haven't launched D|S yet, you can simply delete the "Content" file and D|S will automagically recreate it when you start the application the next time.

I hope you enjoyed this comprehensive tutorial on the DAZ | Studio Content Manager!

Thanks!
-- Adam