Table of Contents 1. RedDot CMS Project Builder Training Beginning Concepts RedDot

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1 Table of Contents 1 RedDot CMS Project Builder Training Beginning Concepts 2008 RedDot

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3 Privacy Policy Confidential & Proprietary This information is intended for the use of the individual or entity to which it is addressed and may contain information which is privileged, confidential or subject to copyright. Any unauthorized use, disclosure, distribution, or copying of this communication by anyone other than the intended recipient is strictly prohibited. If you receive this document in error, please notify us immediately so that we may arrange for its return. Notice of Copyright The RedDot Logo, the RedDot brand and the RedDot product names including RedDot CMS, RedDot XCMS and RedDot LiveServer and their associated modules are either registered trademarks or trademarks of Open Text Corporation. All other brand and product names mentioned herein are trademarks of their respective owners. Disclaimer The code and examples provided by the RedDot Education Center are not official components of the RedDot Content Management Server, RedDot LiveServer, or any product sold or supported by RedDot or Open Text. As such they are not supported or guaranteed by RedDot or Open Text. Before using any of the code or examples, read the documentation carefully. Version Inquiries Please direct any questions to: RedDot Solutions Corporation One Battery Park Plaza New York, NY T) F)

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5 Table of Contents v Table Of Contents Introduction to CMS Project Builder Training... 1 What is Content Management?... 1 RedDot CMS Concepts... 2 Content Editing... 2 Administration... 3 Server Management... 4 Training Concepts and Components... 4 System Architecture... 6 Logging In... 7 Logon to RedDot CMS... 7 Administering CMS Server Manager Server Manager: Purpose Server Manager: Interface Components Creating, Importing and Exporting Projects Create a Project Exporting a Project Import a Project Remove Project Lock Creating Users Definition of a User Create User Creating Groups Create New Group Add Users to Groups In the Role of an Editor Import Project SmartEdit Interface Top Menu in SmartEdit Mode Left Menu in SmartEdit Mode Administering Projects: SmartTree SmartTree Mode - Interface Components Left Menu Buttons in SmartTree Mode Main Menu Buttons in SmartTree Mode Clipboard Content Class and Page Essentials Definition of a Content Class and Pages Definition of Template Using Content Classes to Create Pages Different general types of Content Classes Folders and the Asset Manager Asset (File) Folders Create Project Folders Content Class Folders Create Content Class Folders External File System Folders Stylesheet Folders Templates and Template Editor Configure Template Template Editor Interface Placeholder Types Content Elements Meta Elements... 86

6 Table of Contents vi Structural Elements Block Mark Types Repeating or Looping Block Marks Single Block Marks Create CMS Design Patterns Project Create New Project Connect to New Project Create Asset Manager Folder for Images Import Images into Asset Manager Create Asset Manager Folder for Downloadable Content Import Files into Asset Manager Table of Contents Pattern Create Table of Contents Content Class Add SmartEdit Support for Table of Contents Create Table of Contents Page Simple Teaser Pattern Create Simple Teaser Content Class Add SmartEdit Support for Simple Teaser Create Document With Teaser Content Class Add SmartEdit Support for Document with Teaser Create Simple Teaser Page Create Document With Teaser Pages Complex Teaser Pattern Create Complex Teaser Content Class Add SmartEdit Support for Complex Teaser Create Complex Teaser Page Connect Document With Teaser Pages Page Organizer Pattern Create Page Organizer Content Class Add SmartEdit Support for Page Organizer Create Ad Block With List Content Class Add SmartEdit Support for Ad Block With List Create Ad Block With Image Content Class Add SmartEdit Support for Ad Block With Image Create Page Definition for Page Organizer Preassign Content Classes for Ad Block Create Page Organizer Page Create Pages for Ad Block Download Organizer Pattern Create Download Item Content Class Create Download Organizer Content Class Add SmartEdit Support for Download Organizer Preassign Content Class for Download List Create Download Organizer Page FAQ Organizer Pattern Create FAQ Item Content Class Create FAQ Organizer Content Class Add SmartEdit Support for FAQ Organizer Preassign Content Class for FAQ List Create FAQ Organizer Page Navigation Pattern Enable Navigation Manager Create Foundation Content Class Add SmartEdit Support for Foundation Create Page Definition for Foundation

7 Table of Contents vii Configure Foundation as Master Page Create Navigation Content Class Create Navigation Area Create Foundation Page Build Navigation Structure Create Additional Foundation Pages Patterns Worksheet Table of Contents Exercise 1, Part Exercise 1, Part Exercise Exercise Exercise Exercise Exercise Glossary of RedDots Glossary of Terms

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9 Introduction to CMS Project Builder Training Objectives What is Content Management? RedDot CMS Concept Training Concept and Components What is Content Management? Introduction to CMS Project Builder Training 1 For virtually any company, the internet presence and/or the running of an intranet have become part of dayto-day life. The web server has become the hub for customer and employee information. However, the growth of the number of documents and HTML webpages being created has introduced its own problems. The effort required to manually maintain data and links has increased exponentially to the amount of documents. This is where a Content Management System fits in to the equation. A Content Management System enables the systematic editing of internal and external information. As it is distributed over a standardized medium (web browser), employees are able to work with greater efficiency and productivity for the benefit of the company. By breaking down management roles into Editors and Administrators of the system, and providing different interfaces for both, RedDot CMS allows everyone involved in content management to efficiently accomplish their tasks. The RedDot Content Management System helps to manage professional websites, by supporting the automatic creation, management and organization of content by integrating the following functionality. Document management, enabling the administration of large numbers of documents and publications Centralized management of the content layout, look and feel Decentralized content creation Separation of content and layout Link management to ensure valid hyperlinks Workflow managing work and business processes Managing User authority and general access rights Import interface for the integration of available data Publishing interface to one or more web servers The most important aspect central to a web project that is managed by a Content Management System is the separation of layout and content. In many instances the layout is predetermined by an organization's corporate design. As a result is rarely necessary to re-design the layout of every single document. However, it does mean that if the corporate design changes it will have to change over hundreds or thousands of webpages. Without centralized layout management, this would be an enormous amount of work

10 Introduction to CMS Project Builder Training 2 RedDot CMS Concepts RedDot CMS consists of a content editing system, an administration system, and a server management system. Content Editing In the traditional world of webpage production, an HTML editor produces content as well as layout. The creation of webpages is normally achieved using a graphical HTML editing tool. In this classical model the HTML editor can only produce complete webpages where both layout and content are simultaneously managed. This requires considerable effort. The RedDot CMS Editor works purely with the content of a webpage. An Editor in RedDot CMS is anyone and everyone who publishes content on an intra/internet. The CMS Editor not only creates new content such as text, images etc, but is responsible for re-using existing content. RedDot CMS provides Editors with an optimized working environment. The RedDot CMS editing system is based on the RedDot SmartEdit Technology. SmartEdit Technology enables users to easily create and change content. With SmartEdit Technology, complex websites and intranets can be managed in a simple manner. Editors simply surf to the webpages they want to add, edit, or delete content. Red dots appear and indicate the areas where changes can be made. RedDot SmartEdit is so simple and intuitive that site Editors can learn to use it without extensive training resulting in rapid acceptance among users and a fast return on investment. SmartEdit Mode is a What You See is What You Get or WYSIWYG interface. This means that Editors create and modify content while working in an environment that looks like the webpage they are working on. The red dots control access to certain portions of the site, and allow access to elements that they can change. The RedDot SmartEdit Technology is the simplest, quickest and safest method of creating and/or editing content in an intranet or internet. The Editor logs on using a web browser, navigates to a site that requires content opens the site in editing mode. All areas that can be edited are indicated with a red dot. By clicking on the corresponding red dot, the Editor is shown windows that match the type of content being edited. After completing the desired editing, the Page is either published and sent directly to the live production server or sent into the Workflow process for approval by another User.

11 Introduction to CMS Project Builder Training 3 Since Editors are only allowed to change specifically configured content, you can enforce the layout of the site. This also means that the Editors do not need any HTML or web knowledge. As long as they can navigate, click, and enter content, they can work with this interface. RedDot CMS provides interfaces for editing many kinds of content, from media and images, to option lists and rich text. Since the RedDot CMS interface is browser-based, there is no need to install any client software. You have access control through Workflow and Authorizations. If multiple users try to edit the same content, the first User will get access and the remainder will not be able to click the red dots, receiving a message that the initial User is editing the Page. These functionalities add up to an extremely robust editing environment. Administration A RedDot CMS Administrator has the responsibility of ensuring that the Editors are presented with an optimized production process, so that the work processes are executed as smoothly as possible. A number of tools are available to enable the Administrator build and manage a website or intranet project. The interface for this administration is called RedDot SmartTree Mode.

12 Introduction to CMS Project Builder Training 4 Server Management A RedDot CMS Server Manager has the responsibility for maintaining several aspects of the installation. Server Managers create Users, Groups and Projects. They also configure server settings such as license keys and mail server. The aim of this course is to give RedDot Content Management Server Administrators a complete understanding of the components and functionality of the RedDot Content Management Server (CMS) software, and to apply this knowledge to real-life situations. Training Concepts and Components Since each Administrator of RedDot CMS may have different needs, the topics of this training are organized into modules. A module is a lesson on a particular topic. While most modules contain exercises that you should complete, some are only for explanation and reference. To help you plan your approach, the modules can be broken down into four basic groups: Beginning Concepts These topics get you started with RedDot CMS. You learn how to log in, create Users and Groups, manage the server and configure a Project. These are largely explanatory modules, designed to give you a feel for the interface. You should be able to complete this module in about 1-2 hours. Template Basics Once you have your bearings, you will learn how to implement RedDot Content Management within a sample website. Template Basics is broken up into several puzzles. Each puzzle is designed to demonstrate specific core template concepts. The puzzles cover using the main Placeholder types and widely used design patterns. These are hands-on exercises. You should be able to complete this module in about 1.5 days.

13 Introduction to CMS Project Builder Training 5 Training Website: EduSite This is a full website that applies the concepts covered in Template Basics to a single website. In addition, this site covers CMS features that provide an enormous amount of functionality and greatly improve the efficiency and effectiveness of the implementation. Depending on how many of the exercises you attempt, you should be able to complete this module in about days. Workshop: BizCom This is a full website that utilizes many of the concepts covered in the Template Basics and EduSite, but is an independent Project. You can use this site to replace some of the EduSite exercises as well. Depending on how many of the exercises you attempt, you should be able to complete this group in about days. Please keep in mind that there are a large number of factors determining how long it takes to complete a Module and you should use these estimates only in very general terms. You must complete the Beginning Concepts and Template Basics before moving to the other groups. EduSite builds on the Core, introducing more complex, advanced and important concepts. The Workshop reiterates much of the content in the Template Basics and EduSite, but the Project is larger and more challenging. Many of the concepts in the EduSite Project are expanded in the Workshop. The SmartEdit concept is what makes RedDot CMS such a useful tool for content Editors. Configuring a site with this SmartEdit functionality is the job of the RedDot CMS Administrator (you). The role of the RedDot CMS Administrator requires web development experience and a solid knowledge of HTML. You must integrate your site by breaking it down into editable components that the Editors can access and reuse. This process takes several days to learn, but once you have learned it, you will be ready to begin implementing your Project. Once the Project is built, you will need to educate your Users on how to work with the SmartEdit system. This is a simple process and we will show you several techniques for doing this. As you go through these exercises keep in mind that you are trying to learn a toolkit: a set of methods that you have available for completing all the tasks that need to be done. We will try to show you as many methods as possible, but more importantly, we will try to show you how to come up with your own. Your job is to get RedDot Content Management integrated with a website, and you will learn how to do that. Let's get started.

14 System Architecture System Architecture 6 Objectives Physical RedDot CMS Components Technical Overview Especially for those who will administer RedDot CMS, it is important to understand the system architecture. RedDot CMS is a staging environment, meaning it is separate from the live web server. RedDot CMS resides on a Windows 2000/2003 server. To store information, it uses an MS SQL or ORACLE database. RedDot CMS uses client-server architecture. This means that users of RedDot CMS (Authors, Administrators, etc.) all connect to a single server when working. The architecture can be seen in the sketch below. Access to RedDot CMS is through a web browser over IIS. The RedDot CMS Graphical User Interface (GUI) is displayed in the browser itself. As a result, it is not necessary to install any client software or download any applets. This means that any computer that has a browser installed can be a RedDot CMS Client. Users of RedDot CMS log in to the system via their web browser. Once logged in, they can complete any tasks necessary for editing or administering content. RedDot CMS can integrate users from LDAP or NTDomain. It can read and write content from external database sources as well. Since the RedDot CMS is not inherently connected to the live web server, and pushes content to the web by publishing and generating static files, RedDot CMS is a staging environment. All content, once published, does not reference RedDot CMS in any way. The live server or production server is not a component of RedDot CMS. RedDot CMS can publish to any web server, such as Apache, MS IIS, or Netscape.

15 Logging In Logging In 7 Objectives Log on to RedDot CMS Explore Left Menu Open Server Manager Before you can do anything in RedDot CMS, you need to log in to the system. Your User name and password are usually specific to RedDot CMS, but this can be synchronized with your NT Domain or LDAP server as well. Logon to RedDot CMS 1. Log in to RedDot CMS by navigating to the URL of your RedDot CMS Server, which usually looks like: 2. Enter the User Name and Password provided to you. The default is admin for both.

16 Logging In 8 3. Click Start to log in. Once you log in, you will usually see the Web Content Management Homepage. This is the central menu for all the tasks that you have within RedDot CMS. You can instantly see if there is anything that you have waiting to be completed. There is a Left Menu with several options. These options do the following:

17 Logging In 9 Homepage This is what you are currently looking at. Web Content Manager Once you have selected a Project that you would like to work on, this button will take you to that specific Project. You do not have to select a Project every time you log in. RedDot CMS remembers the last Project you worked on. Asset Manager This is a repository for your digital assets within the Project that you are working on. You can use the link here to populate the Asset Manager with files, or simply browse. We will discuss the configuration of the Asset Manager in detail shortly. Main Menu This option contains several sub options which are very important. These sub options are: Projects This screen allows you to choose the Project you wish to work on. A Project generally corresponds to a website. User Settings You can change your User information here, as well as your preferred editing mode. Server Manager You will have this option if you have been configured as a Server Administrator. We will cover the Server Manager in detail shortly. Some of the tasks of the Server Administrator are creating and managing Users, Projects, Groups, licenses, and server maintenance In the main screen you may notice some grayed-out options. These options are the features of our XCMS components, which provide additional Document Manager, Business Process Manager, Collaboration, and Search capabilities. These components are not included as part of this course. Since we cannot do anything else until we set up a real User and create a Project to work on, we need to select Server Manager first. 4. Select the Main Menu button in the Left Menu and then click Server Manager in the pop-up window.

18 Logging In You will now see the SmartTree in the Server Manager view.

19 Administering CMS Server Manager Objectives Purpose of Server Manager Explanation of Interface Components Administering CMS Server Manager 11 Using the Server Manager, System Administrators can manage all server settings. For example, Administrators can delete, import, and copy Projects, add Users and Groups, or configure the RedDot CMS database. Server Manager: Purpose Once logged in, the RedDot Server Manager can be selected from the Main Menu button. While there are no specific tasks you will complete right now, we suggest that you follow along so that you can get a feel for the interface. The Server Manager is organized as a tree, with branches that correspond to different types of areas that you can manage. You can navigate through this central tree by clicking the to expand a node. You can collapse a node with the icon. This tree structure will let you quickly find whatever you are looking for. To the right of the tree is the Action Menu. For any object selected in the tree, you will be presented with a list of possible actions that can be performed on or from this item. This menu is context-sensitive, meaning you will only be shown actions for the selected object. Underneath the Action Menu is the Clipboard. Double-clicking on a tree entry will paste the entry to the Clipboard. This entry can then be referenced, copied and used at other positions in the tree. The Clipboard will retain its contents as part of the Project state, so your Clipboard will not change after log out. The arrow next to the check box in the Clipboard will locate and display the selected object in the tree. The use of the Clipboard will be discussed in later exercises.

20 Server Manager: Interface Components Administering CMS Server Manager 12 Let's look at the tree in detail. It is broken down into several branches, each with a different group of functionality. These groups are: Administer RedDot Content Servers This manages the various connections to RedDot CMS. You can use this area to change the license of the server, configure mail server settings, set up session timeouts, view certain processes and several others. Administer Users and Groups This area allows you to manage the Users and Groups. You can view these by Project and globally. Users can be imported from LDAP or NT Domain as well as managed by RedDot CMS.

21 Administering CMS Server Manager 13 Administer Projects This area allow you to manage the Projects on this and other CMS servers. You can create, copy, import, export and delete Projects. Projects roughly correspond to a website. Administer XCMS Projects In addition to the basic Web Content Management functionality, we offer XCMS add-ons that provide a Document Manager, a Business Process Manager, Collaboration and Search capabilities. These components are not included as part of this course. Administer Plug-Ins Using the RedDot CMS API, you can build your own functionality in the RedDot CMS interface for you and your Users. This area allows you to import and configure these Plug-Ins.

22 Administering CMS Server Manager 14 Administer Database Servers This section allows you to manage the connectivity to the RedDot CMS databases. You can also configure external database drivers so that you can read content from these external sources. Administer User-Defined Jobs You can create your own procedures and schedule them within RedDot CMS. This allows you to launch scheduled tasks using the RedDot CMS API or with calls to external procedures or scripts. You can use this to automate backup or cleanup jobs and many others.

23 Creating, Importing and Exporting Projects 15 Creating, Importing and Exporting Projects Objectives Definition of a Project Create a New Project Learn to Import and Export Projects A Project is a collection of all the information involved in setting up a website to be content managed. This incorporates everything needed to build webpages, define settings, publish information, Workflows, Authorizations, etc. In general, although information can be shared between Projects, everything that shares a similar look and feel should be in the same Project. Create a Project In order to integrate your site with RedDot CMS, you will need to create a Project. 1. Select the Main Menu button in the Left Menu. 2. Click Server Manager in the pop-up window. 3. Expand the section Administer Projects. 4. Select the Projects node.

24 Creating, Importing and Exporting Projects Click the link Create Project from the Action Menu. 6. In the field Project name enter a name for the Project, RedDot CMS Training Project. The Database name will automatically become the same as the Project name. The option box Activate versioning determines whether versioning should be activated for the Project. This is necessary for Redlining to work, and to be able to roll back to previous versions of Pages. This is checked by default. The RedDot content server is the location where RedDot CMS Professional is installed. Unless the RedDot CMS installation is a server cluster, there will be only one choice here. If there are more, consult the System Administrator. The Database server is the server containing the RedDot CMS database, and should be left at the default value.

25 Creating, Importing and Exporting Projects The Language Variant should be set to United States. The option boxes refer to folders that will be created in the Project database for storing Assets and Content Classes (the blueprints for webpages in the site). These folders can be modified, and more can be created in the Project interface. Leave the default values. 8. Uncheck the Publishing target. This will be configured individually for the Project. Once the Create Project screen disappears it may take a few moments for the Project to show up in the list. The Project listing will not automatically refresh so you may want to wait a minute, then collapse and expand the listing. The Project should be visible. If the Project has a label next to it saying it is locked, this means it is still being created. Wait another minute, collapse and expand the node again.

26 Creating, Importing and Exporting Projects To get to the Project, click the Homepage button in the Left Menu Main Menu button Projects link. Your Project should be in this listing as a link. NOTE Although you should not complete the following steps at this time, they are included so that you will have them for reference. Exporting a Project All RedDot CMS Projects can be exported as a folder in the file system. This allows you to back up Projects and move them to other servers. 1. Select the Main Menu button in the Left Menu. 2. Click Server Manager in the pop-up window. 3. Expand the section Administer Projects. 4. Expand the Projects node. 5. Select the Project you want to export.

27 Creating, Importing and Exporting Projects Click Export Project from the Action Menu. 7. Click Search to set up an export folder. 8. In the screen that appears, navigate to the desired location by clicking on the names of drives and folders. 9. In the input box, enter the name of the directory to store the export to. 10. Click Create Directory. 11. Select your new directory with the radio button and click OK. 12. Click OK. If your functionality is enabled you will be ed when the export is complete. If not, please wait a few minutes and it should be finished.

28 Creating, Importing and Exporting Projects 20 Import a Project 1. Select the Main Menu button in the Left Menu. 2. Click Server Manager in the pop-up window. 3. Expand the section Administer Projects. 4. Select the Projects node. 5. Select Import Project. On the screen that appears, name the Project as desired. The database name will change automatically.

29 Creating, Importing and Exporting Projects Click the Search link to choose the source. This folder should be the result of an Export Project. 7. Browse to the desired folder by clicking the drive and folder names. 8. Select the desired folder with the radio button. Note that administrative settings such as Users and Groups can be imported and exported as well. 9. Click OK. 10. Click OK to complete the import.

30 Creating, Importing and Exporting Projects 22 Remove Project Lock All imported Projects will be locked against publication to prevent them from starting their publishing jobs. Please review Publishing to get more information on what this means. 1. Select the Main Menu button in the Left Menu. 2. Click Server Manager in the pop-up window. 3. Expand the section Administer Projects. 4. Expand the Projects node. 5. Choose the Project you want to unlock. 6. In Edit Project Lock check Unrestricted release of project. 7. Click OK. The lock will be removed and the Project can be published.

31 Creating Users Creating Users 23 Objectives Definition of a User Create a New User User Licenses and Roles Anyone who is a part of the Content Management process needs to be a RedDot CMS User. This gives them a login, as well as access to certain Projects, license levels to control that access, and roles within the individual Projects. Each User can also choose the language of the interface, and several other features of their environment. Definition of a User Users can have several types of License levels: Administrator - This User can configure every aspect of a Project and works in SmartTree Mode. Template Editor - This is an add-on to the Administrator license that gives the User access to change and create Content Classes. Server Manager - This is an add-on to the Administrator that allows the User access to the Server Manager (used to configure Projects, Users, etc.) Editor - This User can configure the content of a Project and works in SmartEdit Mode. Translation Editor - This is an add-on to the Editor (Administrator as well) license that gives the User a special view for translating the contents of Projects. Visitor - This User can preview a site, but has no access to change the content. Based on the License level, the User then has roles within each Project to which they are assigned. Administrator - This license breaks down into two roles. Administrator - This role can change every setting of a Project Site Builder - This role can work in SmartTree Mode, but can not change higher-level Project settings. Editor - This license breaks down into two roles. Editor - This role can use all functionality in SmartEdit Mode. Author - This role can not be an approver in a Workflow. Visitor - This license is the same as the role. Users are found in the Administer Users and Groups branch of the Server Manager. This branch allows the Administrator to create new Users with different access privileges to a Project. User/Groups by Projects - This view will enable the Administrator to configure Users and Groups related to specific Projects. Directory Services - This allows Administrators to configure a User import from an external User server. Users - This allows Administrators to create and configure Users. Groups - This allows Administrators to maintain the Groups globally. All imported Projects will be locked against publication to prevent them from starting their Publishing jobs. Please review Publishing to get more information on what this means.

32 Creating Users 24 Create User A created User must have the following assigned information: User Details (Name, Password, ) Project(s) assigned Group Membership (if necessary) Authority (License Level) Project Role 1. Select the Main Menu button in the Left Menu. 2. Click Server Manager in the pop-up window. 3. Expand Administer Users and Groups, and select Users. 4. Click Create User in the Action Menu. 5. In the User name field choose and enter a name to use (trainee) when logging on to RedDot CMS. For reference, please see the screenshot below for the completed form. 6. Enter the Full Name of the User, (First Last). 7. Enter any comment describing the User in the Description field.

33 Creating Users Enter the Address in the appropriate field, as RedDot CMS needs this to enable the Workflow facility to function. notifications can also be sent in response to certain tasks. This is extremely useful for notifying Administrators and Users without requiring them to log on. If the User has been brought into RedDot CMS via an external directory service, the service will appear in the drop-down list, e.g. LDAP, NT Domain. This lets you know that the User account is not being set from within RedDot CMS. You will only use RedDot to configure the license level and Project settings for the User. Since you are creating a User within RedDot CMS, the directory service will be set to RedDot, meaning all aspects of the User account are controlled within RedDot CMS. 9. In the Password field choose a password for logging on to RedDot CMS. The password can be changed at a later date. Use alphanumeric characters. Spaces and special characters are not allowed. The minimum is four characters. 10. Choose an Interface Language from the dropdown list Choose an appropriate Locale. This will be used to control certain character and format settings. 12. You can choose the mode for editing content in SmartEdit Mode as default or pop-up. The left and top menus are not a part of the interface in the pop-up view, rather, each option from the top menu and the Left Menu is available with a right mouse-click. 13. For now, leave this option, SmartEdit navigation as Default. 14. Click on Next. (Clicking OK will save the User, and the User will need to be selected and edited to complete the configuration) 15. Allocate the general licenses as shown below. Click Next.

34 Creating Users 26 SmartTree This allows you to administer and configure Projects. Check this option. SmartEdit This is the standard editing interface. Since this is a more restrictive interface, you will automatically be granted this once you check SmartTree. Template Editor This can be given to SmartTree Users, allowing you to edit Content Classes and their Templates (layouts). Check this option. Translation Editor This is a special interface for SmartEdit Users, allowing them the more easily translate the content in Pages between different languages. Check this option. Server Manager This is what you are using right now to administer RedDot CMS. Check this option. Asset Manager This allows you to use a special interface for managing digital assets like images and media files. Check this option. Document Manager, Collaboration Manager, Business Process Manager These are grayed-out. They are the add-on components of XCMS, and grant additional Content Management functionality. They are not part of this course.

35 Creating Users Assign the User to the Project you just created, RedDot CMS Training Project. The Roles are as follows: Ad - This role can change every setting of a Project. Si - This role can work in SmartTree Mode, but can not change higher-level Project settings. Ed - This role can use all functionality in SmartEdit Mode. Au - This role can not be an approver in a Workflow. Vi - This role has no editing capability, only a preview. TP - This role allows you to edit Content Classes and their Templates (layouts). TL - This role grants access to the translation interface. Set the Roles to Administrator (Ad) and enable the Template Editor (TP) and Translation Editor(TL). 17. Click on OK. The User is complete. 18. Log off and log back on with your new trainee User. For later exercises, you will need a few more Users. You can create these Users now. Using the steps outlined above, create a User named trainingeditor, license level SmartEdit/Asset Manager, role of Ed. Create another User named trainingapprover, license level SmartEdit/Asset Manager, role of Ed. Both Users should be assigned to the RedDot CMS Training Project.

36 Creating Groups Creating Groups 28 Objectives Definition of a Group Create a New Group Add Users to Groups Groups are used to organize users for the purposes of Authorizations and Workflow. Groups contain a number of Users. When Authorizations and Workflows are applied to each Group, they will cascade to the Users in the Group. This allows you to create fewer Authorizations and Workflow packages, since you can apply them to Groups instead of individual Users. Groups are server-wide and can be a part of multiple Projects. Create New Group To create the Groups you will need for your Project: 1. Select the Main Menu button in the Left Menu. 2. Click Server Manager in the pop-up window. 3. Expand the section Administer Users and Groups.

37 Creating Groups Find and expand Users/Groups by Projects. 5. Find the RedDot CMS Training Project that you created, expand it. 6. Select Groups. 7. Click Create Group in the Action Menu. 8. Name the Group Training.Administrators. You can fill in an address for the Group if you want. Note that Groups can have a single address, which is usually configured on the main server as an alias to certain members of the Group. Click OK.

38 Creating Groups 30 Add Users to Groups 1. Locate your current User under the Users node of the Project instead of the Groups node. 2. Put your User into the Clipboard by double-clicking it. 3. Expand the Groups node of your Project. 4. Select the Training.Administrators Group.

39 Creating Groups Click Connect to Users in Clipboard. This will put your User into this Group. Using the above steps create a new Group called Training.Editors and add the trainingeditor User you created previously to this Group. 6. Using the above steps, create a new Group called Training.Approvers and add the trainingapprover User you created previously to this Group.

40 In the Role of an Editor In the Role of an Editor 32 Objectives Explore SmartEdit Interface Import a Project Before you can become a RedDot CMS Administrator, it is important for you to gain a better understanding of the role of an Editor in a Project and to start thinking about how you can configure your Project to accommodate more efficient content editing. We have provided you with a sample Project that has already been completed. You will import this Project and then take a few minutes to navigate though it as an Editor. Imagine that you have been given the task of creating a new press release and changing some content in the existing ones. Are you able to do it? You should use this as an opportunity to appreciate the viewpoint of an Editor, someone with no HTML knowledge, someone who only knows that they need to modify the content of their site. Once you have imported the Project, click through the links and the red dots as an Editor would. Is this site easy to navigate? Is there a clear correlation between a dot and its function? Are there directions for everything, or are certain functions unclear? Remember that the goal of this Project is to set up a site in such a way that anyone can contribute content, regardless of technical background, but in such a way that the site layout is maintained and checks are placed on content. One of the main points of the training Project is to illustrate that there are many ways of accomplishing the same task in RedDot CMS. Much of the time, choosing a method is limited by the specifics of the situation or by personal preference. Some of the training sections are not set up in the best way. Think about this while navigating the Project. How can the site structure be improved? What other ways are there to accomplish a given task? The training Project is designed to teach as many different techniques as possible so that every option will be available to you. Import Project Using the steps provided below, Import the sample Project. Once the Import is complete (the link to the Project in the Component Manager will be clickable), select the Project and enter in SmartEdit Mode. To Import the sample Project: Select the Main Menu button in the Left Menu. 1. Click Server Manager in the pop-up window. 2. Expand the section Administer Projects.

41 In the Role of an Editor Select the Projects node. 4. Select Import Project. 5. On the screen that appears, name the Project RedDot CMS Training Sample. The database name will change automatically.

42 In the Role of an Editor Click the Search link to choose the source. This folder should be the result of a Project Export. 7. Browse to the CMSTrainingExport folder by clicking the drive and folder names. 8. Select the desired folder with the radio button. Note that administrative settings such as Users and Groups can be imported and exported as well. 9. Click OK. 10. Click OK to complete the Import. You will automatically be configured as a Project Administrator with privilegesliges.

43 In the Role of an Editor 35 SmartEdit Interface All imported Projects will be locked against publication to prevent them from starting their publishing jobs. 1. To remove the lock, select the Main Menu button in the Left Menu. 2. Click Server Manager in the pop-up window. 3. Expand the section Administer Projects. 4. Expand the Projects node. 5. Choose the Project you want to unlock, RedDot CMS Training Sample. 6. Select Edit Project Lock, and set it to Unrestricted release of project. 7. Click OK. The lock will be removed and the Project can be published. 8. Click the Homepage button in the Left Menu. 9. Click the Main Menu button in the Left Menu.

44 In the Role of an Editor Select the Projects Menu. 11. Select RedDot CMS Training Sample. 12. Click OK. 13. The Homepage for the Project appears. 14. Click Web Content Manager in the Left Menu to enter SmartTree Mode. Since you are an Administrator you have access to both SmartEdit and SmartTree Modes.

45 In the Role of an Editor Click the SmartEdit button in the Left Menu to begin editing content. 16. Navigate through the site as you would a normal website. 17. You can open Pages for editing by clicking the red dot.

46 In the Role of an Editor Then click the newly appearing red dots to edit the specific content. Make changes to the content. See what parts of the interface make sense, and what doesn't. This will help you understand the kinds of questions your Editors may ask. Top Menu in SmartEdit Mode When a Page is opened for editing, you will see a Top Menu.

47 In the Role of an Editor 39 These functions will be covered in detail within their relevant exercises. While most of these functions will not make sense yet, here is a general outline of their purpose: Properties You can change the published filename of the Page, and some of its identifiers. Actions You can edit content, publish, delete, approve, and preview Pages here. Linking You can set up schedules and content rotation here. Keywords You can assign keywords to Pages, enabling the reuse of content. Notes This is used to leave notes about the Page for other Users. Page Information This will tell you all sorts of information about the Page, such as who created it, when it was created, etc. Left Menu in SmartEdit Mode In SmartEdit Mode, the Left Menu contains additional buttons.

48 These are: In the Role of an Editor 40 Homepage This is the central menu for all the tasks that you have within RedDot CMS. You can instantly see if there is anything that you have waiting to be completed. SmartEdit This switched you to the editing mode. SmartTree This is the current view. This is not available to normal Editors. Translation Editor If you are configured as a Translator for this Project, you can use this button to access the Translation interface. Search This allows you to search for Pages in the Project based on a large number of criteria. Tasks This brings up a listing of all Pages that you need to take some action on before they can be published. Main Menu - This launches the Main Menu. The options in the menu are described below. Help - This launches the help window. You can use this to get more information about any option in RedDot CMS. Language - This is a dropdown list that allows you to switch between the available languages in the Project. Log off - End your RedDot CMS Session. The Main Menu window also has some additional items. Projects - This screen allows you to choose the Project you wish to work on. A Project generally corresponds to a website. User Settings - You can change your User information here, as well as your preferred editing mode. Server Manager - You will have this option if you have been configured as a Server Administrator. We will cover the Server Manager in detail shortly. Some of the tasks of the Server Administrator are creating and managing Users, Projects, Groups, licenses and server maintenance. New Page - This will create a new Page in the Project, but will not attach it to any link. We do not recommend that you use this feature. Categories and Keywords - This allows you to configure the Categories and Keywords feature. This is covered in a later exercise. This feature is not available to Editors. Display Settings - This allows you to switch the current version of the site. For example, if you have an HTML and Print version of the site, you can use this area to switch the view between them.

49 Administering Projects: SmartTree 41 Administering Projects: SmartTree Objectives Explanation of SmartTree Interface Components SmartTree Mode is the administrative access for a Project. It is broken into branches that represent different functional areas of a Project. Now that you have created a new User and Project, you can begin to work on building the pieces of the Project. This means you will need to become familiar with the areas of SmartTree Mode. Knowing how to navigate this mode is essential to being able to properly integrate a website. Navigate to SmartTree Mode for your Project as follows: 1. Select the Main Menu button in the Left Menu. 2. Click the Projects link. 3. Select the RedDot CMS Training Project. 4. Click OK. 5. The Homepage for the Project appears.

50 6. Click Web Content Manager in the Left Menu to enter SmartTree Mode. Administering Projects: SmartTree 42 Since you are an Administrator you have access to both SmartEdit and SmartTree Modes.

51 Administering Projects: SmartTree 43 SmartTree Mode - Interface Components The different components of SmartTree Mode will be covered in detail when the relevant portions are being used in the exercises. Here is an overview of the different branches: Administer Project Settings Change the general configuration and setup of Project variants, language variants, folders, databases and publishing destinations. Also view all authorization, Workflow, and publishing packages. Administer Content Classes Change the Content Class configurations including the corresponding elements.

52 Administering Projects: SmartTree 44 Administer Project Publication Configure the general settings for publishing a Project. Configure scheduled publishing jobs. Alter the process of existing jobs and read or delete job reports. Browse Navigation Browse only the navigational components of the Project. No Pages will be shown. This will be useful later, once you have built up some of the Project Structure. Administer Project Structure Build the structure of the Project. Configure the Pages and links. Since this is a new Project, There are no Pages to look at here. Compare this tree structure with the tree in RedDot CMS Training Sample. Specifically look at the Content Classes and the Project Structure. This will give you an idea of what the finished Project will look like.

53 Administering Projects: SmartTree 45 Left Menu Buttons in SmartTree Mode Homepage - This is the central menu for all the tasks that you have within RedDot CMS. You can instantly see if there is anything that you have waiting to be completed. SmartEdit - This switched you to the editing mode. SmartTree - This is the current view. This is not available to normal Editors. Translation Editor - If you are configured as a Translator for this Project, you can use this button to access the Translation interface. Search - This allows you to search for Pages in the Project based on a large number of criteria. Tasks - This brings up a listing of all Pages that you need to take some action on before they can be published. Main Menu - This launches the Main Menu. The options in the menu are described below. Help - This launches the help window. You can use this to get more information about any option in RedDot CMS. Language - This is a dropdown list that allows you to switch between the available languages in the Project. Log off - End your RedDot CMS Session. Main Menu Buttons in SmartTree Mode Projects - This screen allows you to choose the Project you wish to work on. A Project generally corresponds to a website. User Settings - You can change your User information here, as well as your preferred editing mode. Server Manager - You will have this option if you have been configured as a Server Administrator. We will cover the Server Manager in detail shortly. Some of the tasks of the Server Administrator are creating and managing Users, Projects, Groups, licenses, and server maintenance. New Page - This will create a new Page in the Project, but will not attach it to any link. We do not recommend that you use this feature. Categories and Keywords - This allows you to configure the Categories and Keywords feature. This is covered in a later exercise. This feature is not available to Editors. Display Settings - This allows you to switch the current version of the site. For example, if you have an HTML and Print version of the site, you can use this area to switch the view between them.

54 Administering Projects: SmartTree 46 To the right of the tree is the Action Menu. For any object selected in the tree, you will be presented with a list of possible actions that can be performed on or from this item. This menu is context-sensitive, meaning you will only be shown actions for the selected object. Clipboard Underneath the Action Menu is the Clipboard. Double-clicking on a tree entry will paste the entry to the Clipboard. This entry can then be referenced, copied, or otherwise used at other positions in the tree. The Clipboard will retain its contents as part of the Project state, so your Clipboard will not change after log out. The arrow next to the check box in the Clipboard will locate and display the selected object in the tree. The use of the Clipboard will be discussed in later exercises.