Content Management System QUICK START GUIDE

Transcription

1 Content Management System QUICK START GUIDE Revised 03/10/11

2 TABLE OF CONTENTS Pg Logging In Pg Navigating to your site folder Pg The Folder Tree, Site Structure and Wire Frames Explained. Pg Adding Folders and Pages Pg Creating Pages Pg Creating Folders Pg Navigation Order Pg External Links and Dropdown Menus Pg Uploading Files Pg Adding Images and Links

3 Logging In to the CMS Once roles and permissions have been assigned the Cascade Server Administrator will then inform you by and phone that access has been granted. Log in at the following web address The CMS uses the same username and password as the university system. 1

4 Navigating to your site folder After logging in the dash board screen will appear. 1. Click on the Global dropdown menu and select a site. 2. Next reveal the folder tree for that site by clicking on the red arrow tab. 3. Only the site folders that you have access to read or write in will be visible. 4. Your browser window should look like this. 5. Click on the folder you want to select for editing. In this example I will be editing the tutorial folder. Note: You may be wondering about the rest of Content Managements Systems interface. The Quick Start Guide only covers the use and operation of the more commonly used features for creating and updating pages and files for a site. The rest of the interface especially those involved in workflows will be dealt with through hands on training. The Folder Tree, Site Structure and Wire Frames Explained. After selectinga folder to edit, the area where the Dashboard was located will be replaced with a series of tabs that will allow viewing, editing and retrival of information on the files. If the Office of Marketing and Communications does not have a wire frame of an existing site one needs to be provided. The wire frame will assist in laying out the site structure before users are added. If a wire frame is not provided then only the following folders and pages will be created; site folder with main index page, faculty_staff folder with index page, an images folder and banner folder. 2

5 Below is an example wire frame that represents college and department standard structure. This will be used to create a factitious website. When a wire frame is provided to the Office of Marketing and Communications all the folders and pages will be created before users are added. Users will be responsible for migrating or adding any further copy. Once the site is complete send a new wire frame to the Office of Marketing and Communications for future reference. 3

6 Adding Folders and Pages Best practice is to start with all the folders and index pages for the site. Mark them off the wire frame as they are created. Available Assets - Select the site folder that the page will go under. - Click on New. A dropdown menu will appear. - Role over Default. A menu will appear. These are the assets available to most users when creating content. Note: Depending on the users role their screen may look different from this example, but everything commonly used in the interface should be in the same location. 1. Creating Pages To start, this example creates the main index page for the college folder found in the example wire frame. The naming convention for pages is as follows: 4

7 Select Banner + Message-Box from the New dropdown. Fill out the System information in the form that appears. The System Name should be in all lower case letters. If two words, an underscore should be used instead of a space. Copy and paste your Mission into the top wizywig editor and the Dean's Message in the bottom editor. Apply formats to the type using the format drop down menu. You can create a test page to see what the various formats look like. 5

8 Note: The Inline Metadata is connected to how dropdown menus will display in the right hand navigation of pages. What is typed in the Display Name will become what is displayed in the role-over button in the dropdown menu for this folder. The title can be the same as the Display name. Leave any other settings the same. Once finished filling out the form, click on submit at the bottom of the form. Once a form is submitted a Layout or Preview will be displayed under the View tab. 6

9 2. Creating Folders Next create folders based on the wire frames along with an images folder. To create new folders, first select the existing folder you wish to place it in, in this case it is college. Then select New >> Default >> Folder from the top menu. A form will appear 7

10 Fill out the form. Note: The Inline Metadata is connected to how dropdown menus will display in the right hand navigation of pages. What is typed in the Display Name will become what is displayed in the role-over button for this folder. The title can be the same as the Display name. Leave any other settings the same. Once finished filling out the form, click on submit at the bottom of the form. All folders have been created. Now, create the index pages for each folder except images use Basic+Banner from the New drop down menu. 8

11 After creating the index pages for each folder select the main index page and you will see that the CMS automatically generated the navigation. 3. Navigation Order The navigation may not be in the order you want. To correct this select the main folder college. In the area next to the folder tree the contents of the folder you selected become visible. Use the blue arrows to move folders and pages up and down in the list. Moving the folders and pages will change their position in the menu. 9

12 4. External Links and Dropdown Menus Creating dropdown menus can be done two ways. One is by adding pages other than the index page to subfolders. The other is by adding an external link. Here, we add an external link to the department folder. External Link is found under New>>Default>>External Link. Fill out and submit the form created. To link to an external site use the http address in the link area. For an internal page use the folder path. In this case the path is dept/index. In the second photo you see a dropdown was created. 10

13 5. Uploading Files Select the folder images. Then at the top menu go to New>>Default>>File. Select browse on the form that appears. A popup window appears. navigate to the photo or file on your computer that you want to upload and click open. Submit the form. The photo or file will be placed in the folder that was selected. 11

14 6. Adding Images and Links. Select a page then the Edit tab. I will add my photo to the Dean's Message. Place your cursor where you want a photo. Click on the tree icon in the editor. Select the internal radio button. Then click the photo image button and navigate to your image in the popup. Confirm add Alternate Text and Insert. Adjust the size by selecting the images and moving the resize boxes. Adjust image. Some browsers like Google Chrome do not allow this feature. Next I will create a link on Read More>>. 12

15 Highlight Read More>> with the cursor. This activates the chain icon in the editor. This will let you insert or edit a link. Select the chain icon and create an internal link to a page by navigating to that link in the pop up menu. Confirm the page you want. Then insert the link and submit the page. Final view of the page and navigation is below. You now know everything you need to create your site. Once you are finished contact the Office of Marketing and Communications for instructions on Publishing. Contact the Office of Marketing and Communications if you would like to setup a one on one training session to go over more advanced features of the CMS. 13