Terminal 4 Site Manager User Guide. Need help? Call the ITD Lab, x7471

Transcription

1 Need help? Call the ITD Lab, x7471

2 1 Contents Introduction... 2 Login to Terminal What is the Difference between a Section and Content... 2 The Interface Explained... 2 Modify Content... 3 Basic Editing... 4 Create a Link... 5 Internal Links... 5 Content Link... 5 External Links... 6 Link to an Anchor... 6 Insert a Table... 7 Insert an Image or File... 7 Reorder Content... 7 Preview a Section... 8 Media Library... 8 Add a Category (Folder)... 8 Upload a File... 9 Rename a Media Item Move a File Delete a File Add Section General Tab Styles Tab Create a Link Section Add Content Mirror Content Delete Content Move a Section Delete Section Approve Sections Traffic Light Column View Content History... 15

3 2 Introduction Terminal Four (T4) Site Manager is a content management system which allows SVSU departments to maintain the information that appears on their web pages. Page editors (moderators) are designated by their departments to update information and must log in to the system to make changes. This document is meant to answer common questions that moderators might have. More documentation is available on the T4 Extranet which is available after logging in to T4. Login to Terminal 4 1. Open a web browser 2. Type in the address 3. Type your SVSU username and password 4. Click Login What is the Difference between a Section and Content In T4, a Section can most easily be compared to a web page. Content is an area within the Section where individual pieces are arranged. Multiple pieces of Content can be located within a Section. Content can be mirrored to appear within other Sections throughout the SVSU site. For instance, Housing costs could be displayed on a Financial Aid section by mirroring information that the Housing Office updates. The Interface Explained Switch to Site Structure View Font Size Changes font size of your user interface. Not the font of your content. Dashboard Switch to view lists (widgets) for Last Modified Content, Approval List, and a Search box. User Profile Click to view your user information. Search a Section/Content name Menu to Edit & Add New Pages, etc. Site Structure Recent Page Widget

4 3 Modify Content Content is the information that is located within a section. Modify Content allows you to make changes to the information, change the name of the Content, create links to other pages or documents, and insert images. 2. Hover over the yellow drop-down arrow beside the Section you wish to modify. 3. Click Modify Content. 4. A list of Content that exists in that Section appears. Many Sections will only have one piece of Content, but it is possible to have multiple Content pieces. Hover over the yellow drop-down arrow beside the Content you wish to modify.

5 4 5. Click Modify. 6. See the instructions for Basic Editing, Creating Links, etc. 7. When modifications are complete, select Preview to preview the Section. 8. If modifications are correct, select Update. Then, follow instructions on Approving Content to publish the modifications. Basic Editing After clicking Modify, the Content will open into the web editor. Click in the Content text to make changes. Name * - Name of the Content Heading Title of the Content. This text appears on the page and is formatted as Heading 1 (H1)

6 5 Create a Link Internal Links Internal links are links to other SVSU Sections or Content pieces including Sections or Content that are part of your site. Section Link 1. To create a section link, highlight the word(s) you wish to link. 2. Click Insert section link. 3. Use the Expand/Collapse symbols to navigate to the Section you wish to link to. Content Link 1. To create a content link, highlight the word(s) you wish make a link. 2. Click Insert content link. 3. Use the Expand/Collapse symbols to navigate through the Sections and to the Content to link to.

7 6 External Links External links are links to off campus websites. 1. To create a link, highlight the word(s) you wish to make a link. 2. Click Insert Web Link. 3. Populate the necessary information. Link URL - Enter the full website address into the URL field. e.g. Anchors - Select the anchor to link to. See Link to an Anchor below. Target - specify if you want the new page to open over the existing page or in a new window/tab. Title - Enter a description/title into the Title (tooltip): "View the TERMINALFOUR Homepage". This will appear as the alt tag, and when then mouse is hovered over the link, information entered here will be displayed. 4. Click OK. Link to an Anchor Adding an Anchor will allow you to link directly to a certain part of your content. 1. Place your cursor in the area where you want the anchor to appear. 2. Click Insert/Edit Anchor. 3. Give a name to the Anchor. No spaces. One word only. Lower case only. i.e., aboutus 4. Highlight the text you want to have link to the Anchor. 5. Click Insert/Edit Link. 6. Select the Anchor created from the Anchor drop-down menu. 7. Click Insert.

8 7 Insert a Table 1. Click the Insert New Table icon. 2. The Insert/Modify table properties window is displayed. Enter the properties required for the new table. The basic information you need is the number of Columns and Rows. 3. Once the table is inserted and selected, additional table options are enabled, on the toolbar, which allow you to add rows and columns and perform other table customizations. Insert an Image or File Images and files can be inserted into Content directly from the Media Library. The Media Library is a facility in Site Manager where items such as Images, Spreadsheets and PDF documents can be stored. Refer to that section for more information. 1. Click the Insert Media icon. 2. Locate the media item you wish to insert and click Select. If the file is not in the Media Library already, click Add Media to upload the new file. See the Media Library section for more information. 3. Once the item has been inserted into content, right click or double-click if you wish to Edit Media Attributes. This may not always be relevant. Width - allows you to modify the current width. If modifying the width or the height, it is recommended to first select Constrain Proportions to ensure the image does not get distorted. Height - allows you to modify the current height. Border - you can define borders in the CSS and reference them here. Margin - allows you to insert a margin between the image and the text when the text has been wrapped around the image. The value needs to be specified with pixels (for example: 10px). Padding - allows you to insert padding around the image. The value needs to be specified with pixels (for example: 10px). Float - allows you to wrap the text around the image. Enter "left" and the image will float to the left and the text will wrap around the right hand side. Type "right" and the image will float right and the text will wrap around the left. Constrain Proportions - when modifying the width/height this ensures that the ratio and perspective of an image remain relative. Reorder Content If you have more than one Content piece within a Section, the content is ordered by date and time that the

9 8 content was added. You can manually reorder content by using the move arrows. 2. Hover over the yellow drop-down arrow beside the Section you wish to move. 3. Click Modify Content. 4. A list of Content that exists in that Section appears. Hover over the yellow drop-down arrow beside the Content you wish to move. 5. Click the Move Up or Move Down arrow associated with the content item that you wish to move up or down. 6. You can also choose to move an item to the top or bottom of the order: a. Click the Move to Top arrow or Move to Bottom arrow associated with the content item that you wish to move to the top or to the bottom respectively. b. Click Save Changes once you have made all of your changes. Preview a Section 2. Hover over the yellow drop-down arrow beside the Section you wish to preview. 3. Click Preview Section. The Preview will open in a new window/tab. Media Library The Media Library is where all images and documents that are used on your site, which are not web pages, are stored. Images and documents must be uploaded to the Media Library before they can be inserted or linked to on your page. Add a Category (Folder) 1. Go to Content in the menu bar and click on Media Library. 2. Click on the Folder that you have access to write to. This is usually the name of your department. 3. Go to Options at the top left of the window 4. Click Add Category

10 9 5. Type a name for the Category (folder) 6. Click OK. A new folder will appear as a subfolder of the item you had highlighted in step 2. Upload a File 1. Go to Content and click on Media Library. 2. Click on the folder that you have access to write to. All files should be organized into Images or Docs folders. NOTE: The Add Media button will not appear until you have a folder selected that you have write access to. 3. Click the Add Media button. 4. Type the Name, Description, and Keywords for the Media. 5. Click the Browse button next to Media. 6. Navigate to the location on your computer where the file is located.

11 10 7. Click Open. 8. Click on a Media Type a. PHP : php b. Inline : txt c. Media Path : css,jpg,gif,png,swf,doc,docx,xls,xlsx,ppt,pptx,txt,csv,mov,avi,mp3,rtf,xml,mp4 d. Image Path (CSS) : css,jpg,jpeg,png,gif e. Flash : swfjavascript : js f. Stylesheet_css : css g. Adobe PDF Document : pdf h. Microsoft Office Document : doc,xls,mpp,ppt,docx,xlsx,pptx,pub,rtf,csv i. Image : gif,jpg,jpeg,jpe,png,bmp 9. Click Add. The file is now added to the Library file list. Rename a Media Item 1. Go to Content and click on Media Library. 2. Click on the folder that you have access to write to. All files should be organized into Images or Docs folders. 3. Click on the Modify button. 4. Change the name of the Media and click the Update button. Note, there is no way to rename the original filename that was uploaded. This Rename only names the Media reference to the file. Move a File 1. Go to Content and click on Media Library. 2. Click on the folder that you have access to write to. All files should be organized into Images or Docs folders. 3. Click on the Modify button. 4. Click the Categories tab. 5. Scroll to the Category (Folder) the media currently exists in. 6. Deselect the box next in line with the media to move. 7. Navigate to the Category you wish to move the media into and check the box. NOTE: If multiple boxes are checked, the Media will be copied to multiple Categories.

12 11 Delete a File 1. Go to Content and click on Media Library. 2. Click on the folder that you have access to write to. All files should be organized into Images or Docs folders. 3. Click on the Delete button. 4. Click OK to confirm the deletion. Add Section Adding a Section is equivalent to adding a page to your site. 2. Hover over the yellow drop-down arrow beside the Section above which you wish to add another Section. 3. Click Add Section. 4. The General Tab will open first. General Tab o Name Type a name for the new page. o Output URI, Access Key, SEO Key phrase and Output File Name Leave blank until further training is established in future semesters. o Description Type a description of the information that will appear on this page. o Status If the status is Inactive, the Section or Content has been deleted and will be purged by the server. Styles Tab o From the SVSU drop down Styles list, choose either Inner Full Width or Inner With Sidebar options. Refer to Terminal 4 Content Types for information on when to use each style. o Repeat the above step for the SVSU Import drop down Styles list. 5. Click the Add button.

13 12 Create a Link Section A Link Section is a Section that is listed in your main menu to another Section or Content in your site. 1. Create a Section as instructed above. 2. On the General Tab, select the checkbox next to Make this a Link Section? - This box must be selected to create a link section. Once checked, the majority of tabs will disappear, and only the Details tab will be visible. Select this tab. 3. Specify the link type by selecting Section or External URL. a. If you selected Section, select the section within T4 you wish to link to. b. If you selected External URL, enter the URL for the link. 4. Specify the Target to ensure the link opens the way you want (same window, new window, etc). 5. Click Add Add Content After adding a Section, you must add Content before information will appear on your page. There is no way to type directly in a Section. 2. Hover over the yellow drop-down arrow beside the Section you wish to add Content too. 3. Click Add Content. 4. A list of Content Types will appear. Refer to Terminal 4 Content Types to determine the proper Content Type to select for the type of Content you need to add. 5. Click the name of the Content Type that is needed. 6. The Web Editor window opens. Follow the instructions for Modifying Content except you will click Add when done modifying the content since this is a new Content piece. Mirror Content Many times, information is relevant to appear on more than one page. Because individual pieces of information are separated into Content pieces, instances of the Content pieces can be defined to appear on multiple pages. This would require just one instance to be updated for the information to be changed on each of the pages a Content piece appears on. This process is called Mirroring.

14 13 2. Hover over the yellow drop-down arrow beside the Section that contains the Content. 3. Click Modify Content. 4. A list of Content that exists in that Section appears. Hover over the yellow drop-down arrow beside the Content you wish to Mirror. 5. Click Mirror. 6. Click the name of the Section to Mirror the Content to. 7. The Content is now Mirrored. To see a list of Sections to which the Content has been Mirrored, move your mouse over the orange asterisk which will now appear next to the Content name. 8. A list of Sections which contain instances of the Content piece will appear in a yellow information box. Mirrored Content can be updated and deleted by the Moderator of the Section that the Content is being Mirrored to! Delete Content 2. Hover over the yellow drop-down arrow beside the Section that contains the Content you wish to delete. 3. Click Modify Content. 4. A list of Content that exists in that Section appears. Hover over the yellow drop-down arrow beside the Content you wish to delete.

15 14 5. Click Delete a. If the Content is Mirrored, the Moderator must select if they wish to remove the Content from the Section or to delete the Content. Deleting the Content will remove all instances of the Content. Removing the Content from the Section will only remove the instance from the Section that is currently being worked in. Inactive Content is purged automatically by the server at a later time. b. If this is the only instance of the Content, Click OK to confirm that you want to change the content's status to inactive. Inactive Content is purged automatically by the server at a later time. c. If you do not want to change the status, click Cancel. Move a Section 2. Hover over the yellow drop-down arrow beside the Section which you wish to move. 3. Click Move Section. 4. The Site Structure view will change to allow you to move Sections WITHIN other sections. If the Section is to remain at the top level, you must drop it on the root Section which is usually named after your department. Delete Section 2. Hover over the yellow drop-down arrow beside the Section which you wish to delete. 3. Click Delete Section. 4. Click OK. 5. The Section becomes highlighted in pink and moves to the bottom of your page list. The status of the Section is set to Inactive. Inactive Sections are purged automatically by the server at a later time. Approve Sections Traffic Light Column After adding or modifying Sections and Content, the pieces must be approved before they are published live for the public to see.

16 15 1. When viewing the Site Structure, you will see 3 columns which resemble traffic lights. The columns contain the number of Content pieces for each section that fall into these categories. a. Green Approved Content b. Yellow Content Pending Approval c. Red Inactive pages that have been deleted and are waiting to be purged by the server. 2. To Approve any yellow (Pending) Content, hover over the yellow drop-down arrow beside any of the Sections. 3. Click Direct Edit. 4. Click Approve Content from the top left of the window. This opens a list of all the Content that is Pending. a. If you do not wish to preview the changes, i. Click the Select All checkbox. ii. Click Approve. iii. Close the tab. b. If you want to preview and compare the updates, i. Click a Section name. ii. Click Compare with last approved version. iii. Click Preview Compare. iv. Added Information will be highlighted in green and deleted information will be highlighted in pink. v. Close the Compare window. vi. Click on the tab which is named SVSU: YourSectionName vii. Click the checkbox next to the Section to Approve. viii. Click Approve. ix. Close the tab. View Content History 2. Hover over the yellow drop-down arrow beside the Section that contains the Content you wish to view the history of. 3. Click Modify Content. 4. A list of Content that exists in that Section appears. Hover over the yellow drop-down arrow beside the Content you wish to review. 5. Click History. 6. Check boxes for previous and/or active versions you wish to compare. 7. Choose Compare versions to compare the active version with an older version. a. If you wish to set a previous version to be the active version, click the Set Active button. b. Click OK. c. Click Update. The previous version is now Pending approval.

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