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1 Welcome The webinar will begin shortly

2 Angela Chumley

3 Engagement Tip Mute Button Listen Actively Ask Questions 2

4 AGENDA Getting Started Web Content Management (WCMS) Product Overview Interface 3

5 Introduction to Content Management System (CMS) How to Use CMS and Configuration User Interface (UI) Content Creation Resources Training, Webinars, Community, Support 4

6 Are you ready? GETTING STARTED 5

7 Download through URL * Name}/UI/ PC Users Select Icon on Desktop or Start Menu MAC Users Shortcut in Download Folder * Classic UI available at Name}/ 6

8 Video Link 7

9 System Requirements Silverlight, to support the UI Internet Explorer (PC) and Safari (MAC) to render pages for preview in UI System Configuration guide available on Connect 8

10 SaaS Development Environment PC Users Requires Visual Studio Plug-in or Standalone Desktop Connection (CDC) Configure Your System for Template Development etting_started/documents/developers/c23-system-configurationguide.pdf 9

11 SaaS Development Environment MAC Users Developers on MAC OS should use the built-in source code editor, which includes some auto-complete features An Eclipse Desktop Connection Plug-in is also available Eclipse Plug-in does not include IntelliSense Integration 10

12 Security and Governance

13 Type your question(s) in the question box. QUESTIONS 12

14 CROWNPEAK WEB CONTENT MANAGEMENT (WCMS) 13

15 How Works For Content Management Users CMS User 1. Access content using CMS Latest Press Releases more... 11/29/2001 EASIX chosen as total system supplier for 4th Koala Exploration in Australia 11/28/2001 New Technology for Data Mining Introduced. 11/20/2001 Review, the aluminum-air batteries for cell phones 2. Work with the content within Hosted in the cloud with Amazon Web Services Internet 4. Content is Published to hosting environment and served up to visitors Most Recent White Paper Assessment of Indicators and Components for DDI 3. CMS Manages content through workflow where it is readied for publishing 14

16 JUMP MENU Introduction to BREADCRUMBS CONTENT MENUS SECTIONS CONTENT DETAILS VIEW MODES SYSTEM NOTIFICATIONS 15

17 Menu Sections Edit Content Content Menu Create, edit, manage, and publish content Features and functions Inaccessible items are greyed out Select New > Page to create a page for the site 16

18 Menus in Content Section Action Menu Edit, branch, and access other page level commands Workflow Menu Move pages through workflow Content Details Accordion in right rail gives users access to information and settings for pages and folders View Modes List View folders and files Page View page preview DAM Digital Asset Management, including image editing 17

19 Terminology Terminology Publishing Terminology Developers Only - Terminology 18

20 Terminology Edit Configuration, Content, or Page Asset Every file or folder in CMS Each asset has an asset ID 19

21 Terminology Templated Asset Stored content and output controlled by templates in CMS Digital Asset Binary Asset PDF Usually stored in the /Assets /directory 20

22 Terminology Model Blueprint for content creation, which defines the option in New Menu Configured by Developers Controls template, access, and workflow for new content 21

23 Publishing Terminology Draft When you create content, you begin in the Draft state Not been published to any environment Workflow Defines the state and commands available to users to move content to a published environment 22

24 Publishing Terminology Dependency Interconnectors between published assets in your instance Branching Create another instance of a piece of content or asset and have it in multiple states 23

25 Developer Terminology Connector Template Component Library Interface to manage 3 rd party integrations and authentication information Collection of files that manage input, output, and publishing conditions for templated assets Built for reuse and rapid development. It includes the entire site to customize themes and components 24

26 Type your question(s) in the question box. QUESTIONS 25

27 The First of Its Kind Native SaaS Template Driven Workflow Based Decoupled Deployment 26

28 Solution Architecture Staging Content Delivery Customer Marketers Developers Agencies System Content Management Input Processing Templates CMS Policies and Standards Output Generation Templates Repository (Content, Workflow, Security) Dev/Stage HTML.NET PHP JSP XML JSON Dynamic Services Hosted Website Website Website Customer Hosted 3 rd Party Hosted Web / Mobile WCO Search Website; Intranet; Extranet Campaign Landing Pages; Portals, Microsites, etc. 3 rd Party Service Providers Confidential 27

29 Architecture Any Platform Any Device Any Integration Anywhere 28

30 Architecture End User System Core Content Management Delivery Input Processing Output Generation Policies and Standards Template-Managed I/O Dynamic Services Access API Repository (content, security, workflow) Targeting and Personalization Search Management Content Management Content Delivery 29

31 Decoupled Deployment Core Content Management Delivery Input Processing Output Generation Java EE (JSP).Net (ASP) Policies and Standards PHP Template-Managed I/O XML CSV Repository (content, security, workflow) JSON Content Management Content Delivery 30

32 Type your question(s) in the question box. QUESTIONS 31

33 The End User Experience CROWNPEAK INTERFACE 32

34 Basic Steps Content Creation Every CMS is configured a little differently. 1. Navigate to the area in the CMS where the content will live 2. Create content by selecting content type from the New Menu 3. Use Edit mode to enter content 4. Save and preview 5. Use the workflow to send for approval or publish, if you have permission 33

35 Navigate to Content Login and Systems Notification Forgotten Password System Version Information Notifications and Alerts mentation/releasenotes/index.html 34

36 Dashboard in the CMS - Default 35

37 Dashboard in the CMS - Analytics 36

38 Dashboard in the CMS - Optimization 37

39 Landing in the CMS Determined by User Preferences Name on TrainingAndDemos Edit Preferences Select My home file/folder Login Show my home file/folder 38

40 Apps Market 39

41 Apps Web Content Optimizer (WCO) 40

42 Help Section Browse Documentation Access to Support, Connect, and Ticket Queue 44

43 Settings Section Global Configurations and Settings Access to Admins and Developers (except for Account) 45

44 Reports Section Standard and Personal Reports 46

45 Content Section Content Creation and Management 47

46 Publishing Content Move through Workflow to Publish Users Use Workflow menu and select option Admins and Developers Use route command to bypass workflow and publish directly 48

47 Type your question(s) in the question box. QUESTIONS 49

48 The End User Experience CREATING CONTENT 50

49 Creating Content Multiple Means of Content Creation From Models Clone Branch Template Coding, Imports, CDC From Scratch: Folders, Uploads, Files 51

50 Creating Content - Models Implemented by Developers and Admins Used for creation of sections and pages Accessed from New Menu 52

51 Creating Content Models (cont d) Models ensure all configuration settings will be the same: Template Workflow Access Properties Can use to create a single asset, a section, or an entire site Ideal for: End users, templated content, simple or complex structures, and creating brand new content. 53

52 Create Content - Clone Action menu or right-click Works with Files or Folders Single-select only Copy-and-Paste in one click Used to duplicate a single asset, a section, or entire site Requires renaming of asset Name may be adjusted later Ideal for duplicating sites as a baseline to work from. Use state selector to remove duplicates from branches and hidden fields. 54

53 Creating Content - Branch Similar to Clone Both create an exact duplicate of content in current folder Both get new asset IDs Modifications to the Branch or Clone do not affect the original 55

54 Creating Content - Branch Different from Cloning Branched documents will automatically retire and replace their parent when published live (configured in Workflow) Links to parent document will be automatically re-pointed to the Branch Use Branching for creating new revisions of existing published pages while keeping your site structure intact, and to control publishing schedule. 56

55 Creating Content Folders, Uploads, Files Admins and Developers Accessed from New Menu or right-click menu Intrinsic content types in CMS Allow you to create non-model based content Ideal for initial development of CMS Structure Not for day-to-day content creation due to lack of configuration uniformity 57

56 Creating Content Template Coding & Imports (via CDC or Visual Studio Plug-in) Templates can programmatically create new files and/or folders Imported data (FTP, SMTP, etc.) can create new files Good for dynamic creation of content, translated content, other scenarios Imported data Great for product update feeds or other data sets that change in external systems in predictable ways Imported data Web Access API allows you to add and manage content in the CMS. 58

57 Creating Content Bulk Uploader Drag and Drop Bulk Uploader Ideal for: Images, PDFs, Word, and other binary files that will be used by more than one templated asset 59

58 offers several resources to support you. RESOURCES 60

59 Connect Community Training Slides and Guides Product Release Notes and Updates Best Practices and Solutions 61

60 Release Notes Product updates occur on 3 rd Wednesday of every month Release notes are available on Connect Next Release Wednesday, October 21st, 2015 Release notes are always available on Connect 62

61 2015 Courses Training Calendar Online Courses Introduction to (free monthly webinar) Templating Overview Developer Training Onsite Courses End User Training Developer Training Custom Training (available on request) For training requests, pricing, and general questions contact 63

62 Support We are Prepared to: Our Commitment Answer your questions Assist you with mastering the solution Troubleshoot unexpected results Provide additional services as needed Contact your local Administrator or 64

63 How to submit a ticket Go to Help > Contact Support or send an to support@crownpeak.com Be sure to include Site or project name Type of issue such as Technical, Work Request, or Product feedback Description including asset id, screenshot, and URL Support Plans - Support-Plans.pdf 65

64 Thank You for Participating Slides and Video of Presentation Questions Feedback Follow us on Twitter for latest updates on 66