The Difference between Out-of-the-Box Content and Platform

CSM provides two layers of data: Out-of-the-box (OOTB) content and Platform.

  • Core Platform

    The underlying layer of CSM that sits on top of the SQL server and provides the tools (example: Form Editor, Automation Processes, widgets) used to create and customize the functionality and design (example: Form layout, process workflow, dashboard display) of your CSM system. The platform can be upgraded without affecting your data using the System Upgrade tool.

  • Out-of-the-Box (OOTB) Content

    Predefined functionality and design (example: Form layout, process workflow, dashboard display) that is applied with new installations on top of the platform. Typically, system administrators modify the OOTB content to fit the needs of their organization. OOTB content cannot be upgraded without overwriting existing data, but system administrators can apply new functionality to their system either manually or using mApp Solutions.

The following figure shows the three layers of CSM:

Content vs. Platform

Find the CSM Platform Version

To determine which platform version you are using:

  1. On the CSM Desktop Client or CSM Administrator menu bar, select Help > About.

    The version number displays in the window.

    CSM Version Number

Find the CSM OOTB Content Version

To determine which OOTB content version you are using:

  1. In CSM Administrator, create a Blueprint.
  2. On the menu bar, select Managers > Stored Values.
  3. Select the Blueprint scope.
  4. Right-click the Content Version Stored Value, and then select Edit.

    The version number displays in the Value field.

    Content Version

    Do not edit the Value field.