Patrick Desbrow VP, Engineering

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1 Denise Duncan Director of Enablement Services Patrick Desbrow VP, Engineering David Anthony UI/UX Designer 2

2 CROWNPEAK NEW UI - VOLTE 3

3 Welcome! This webinar is for all CrownPeak users end users, administrators, partners, and developers. Contact with follow up questions. 4

4 Goals of Webinar Demonstrate how Volte is installed Show differences between Volte and Classic interface Discuss how to get Volte enabled in your instance What s next in Volte 5

5 Volte - The New CrownPeak UI Uses Silverlight Launched in Summer 2012 Available to all CMS customers Classic browser-based interface is still available 6

6 7

7 Users download access CrownPeak a a through URL URL Name}/UI/* After download, select icon on Desktop or Start Menu (For Mac users, shortcut will be in the Download folder) * Classic UI available at Name}/ 8

8 CrownPeak requires... CrownPeak CMS is a Silverlight OOB (Out of Browser) application. For end users, the only installs required are: Silverlight, to support the UI. Verify or install at erlight/get- Started/Install/Default.aspx Java, to support the WYSIWYG editor. Verify or install at d/installed.jsp CrownPeak uses Internet Explorer (PC) and Safari (Mac) to render pages for preview in the UI 9

9 SaaS Development Environment PC Requires Visual Studio 2010 or Visual Studio 2010 Web Developer Express For Intellisense Integration Requires Standalone Desktop Connection om/standalone.aspx Configure your system for C# Template development om/dzocuments/productupdates/csharpsystemconfi gv1pdf MAC Developers on Mac OS should use Eclipse and install the Desktop Connection Plug-in om/eclipse.aspx Eclipse Plug-in does not include IntelliSense integration 10

10 How CrownPeak Works For Content Management Users CMS User 1. Access CP using Volte CrownPeak CMS Latest Press Releases more Work with the content within CrownPeak Hosted in the cloud with Amazon Web Services Internet 4. Content is Published to hosting environment and served up to visitors 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 Most Recent White Paper Assessment of Indicators and Components for DDI 3. CMS Manages content through workflow where it is readied for publishing 11

11 The First of its Kind Native SaaS Template Driven Workflow Based Decoupled Deployment Standard-setting Agility by Design 12

12 Dynamic Content Delivery CrownPeak Architecture Content Management Service Repository Dynamic Targeting Service Search Management Service Template-Managed I/O Policy Application Input Processing Output Generation End User System Website Smartphone Tablet File Transfer Web Service 13

13 THE END USER EXPERIENCE: CROWNPEAK INTERFACE 14

14 Using CrownPeak Every CMS is configured a little differently, but here are the basic steps of content creation. 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 15

15 Navigate to content In order to find your content, you must first log into the CMS. The Account Login screen includes Login and System notifications System version information Notifications and alerts 16

16 Landing in the CMS Once you login, you will land on a content page or the Dashboard The Dashboard includes modules to monitor the CMS and site integrations 17

17 Landing in the CMS Where you first land is determined by your user preferences. Configurable from the Account Info menu Use the Left Menu to navigate to the different sections 18 18

18 Sections in the CMS The biggest difference between Volte and our Classic UI 19

19 Help Section Browse Documentation Access to Support, Connect (CMS Community) and Ticket Queue 20 20

20 Settings Section Global Configurations and Settings. Accessible to Admins and Developers

21 Reports Section Reports - Standard and Personal reports 22 22

22 Content Section Content creation and management 23 23

23 Navigate Content Section We will be editing content in the Content Section of the CMS In the Top Menu, there is a group of Content Menus that will allow you to create, edit, manage and publish content Content Menus show all features and functions. Inaccessible items are greyed out. Select New > Page to create a page for the site 24 24

24 Menus in the Content Section In addition to the New Menu, Action Menu allows users to edit, branch and access other page level commands Workflow Menu allows users to move pages through workflow The Content Details accordion in right rail gives users access to information and settings for pages and folders The View Modes gives access to File View folders and files and Page View page preview 25 25

25 JUMP MENU CONTENT MENUS BREADCRUMBS CONTENT DETAILS VIEW MODES SYSTEM NOTIFICATIONS 26

26 Publishing Content The new page we have created will need to move through workflow for publishing Most users will use the Workflow menu to select an option from the workflow. Admins and developers can use the route command to bypass workflow and publish directly. 28

27 WHAT'S NEXT? 29

28 Updates in the Next Release Release available by end of November UI refinements TinyMCE WYSIWYG for Mac users Advanced Search Advanced Publishing Monitor 32

29 UI Refinements 33

30 Tiny MCE 34

31 Advanced Search 35

32 Advanced Publishing Monitor 36

33 Updates by the end of 2012 Dashboard Modules for Google Analytics and Demandbase Drag and Drop Customer-defined Help User Interface updates Right rail Editing and Panels Global Formatting CDC Updates 37

34 Dashboard 38

35 Updates to Help 39

36 Coming in Integrations on the dashboard and connect pages Social Media Analytics / Management (Facebook, Twitter, YouTube, LinkedIn) WCO: New Complex Targeting Rules Search: Scheduler Frequency Federated Authentication / Single Sign On support Rapid Publishing management tools Bulk upload / download Version Comparison 40

37 Getting Volte Send requests to enable Volte to CrownPeak QA will review the template and report any issues CrownPeak Transition team will update templates when needed After Volte is enabled, the Classic UI is still available for all users 41

38 Volte Resources Information on Volte is posted to Connect The CrownPeak Community Site Go to Invitation-Request.aspx to request access to Connect Information includes: System Configuration Guide Step by step guide to download and installing Silverlight App Release notes Introduction Slides 42

39 QUESTIONS? 43

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