ACTIVE CONTENT MANAGER (ACM)



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ITServices SSC007-3333 University Way Kelowna, BC V1V 1V7 250.807.9000 www.ubc.ca/okanagan/itservices ACTIVE CONTENT MANAGER (ACM) An Introduction March 8, 2007 Introduction.ppt 1

Overview Content Management at UBC Okanagan Active Content Manager (ACM) Getting Started The Parent/Child Relationship Site Navigation Content Editing Basics Working with Digital Assets Publishing Your Pages Creating New Pages March 8, 2007 Introduction.ppt 2

Content Management What is a Content Management System? Key Benefits of Using a Content Management System (CMS) Why a Common Look and Feel (CLF)? March 8, 2007 Introduction.ppt 3

Content Management Systems A CMS is a software system used to manage content, including web content, images, audio files, etc. Used for storing, controlling, versioning and publishing websites. Files are available over the web March 8, 2007 Introduction.ppt 4

Content Management Systems March 8, 2007 Introduction.ppt 5

Content Management Systems March 8, 2007 Introduction.ppt 6

Key Benefits of CMS allows non-technical staff the ability to update web site content without knowing HTML, FTP, etc. easy-to-use WYSIWYG tools, similar to Word (code view as well) workflow / approval -- can be as complex or as simple as desired each unit decides on the workflow that best meets their needs March 8, 2007 Introduction.ppt 7

Key Benefits of CMS individuals who have natural responsibility for content can maintain that content themselves archiving / backup / recovery content more likely to be kept up-to-date (set review reminders) consistent visual identity (CLF) web professionals are freed to focus on higher-value tasks, i.e. developing interactive functionality, improving site usability March 8, 2007 Introduction.ppt 8

Why a Common Look and Feel? Ensures that HTML code meets standards Makes site maintenance and (re-) development easier and less costly Provides more cohesive user experience Consistency in user interface elements across UBC O sites Information more easily found Easily navigate from one UBC O site to another Easy access to standard website tools, i.e. Search and Directories Avoid duplication of costs and effort in developing UBC O websites March 8, 2007 Introduction.ppt 9

Active Content Manager (ACM) Formerly known as IronPoint Purchased by Active Networks in 2006 License agreement for ACM at UBC O covers all Okanagan units 100% web-based No software to install Accessible from any computer with a connection to the Internet Save Your Work March 8, 2007 Introduction.ppt 10

Roles & Responsibilities Content Providers are users who are authorized to create website content Content Approvers are users who have been given the rights and the responsibility for approving page content created by other users Content Monitors are people within your organization that receive notification when certain content has changed Site Designers are responsible for creating and maintaining the design templates for all UBC Okanagan websites. Creates, edits, downloads, and uploads site and page design templates Assigns design templates to pages and sites Determines which pages or sections show up in the section menus throughout your site March 8, 2007 Introduction.ppt 11

Getting Started Logging into ACM www.ubc.ca/okanagan/cms My Page View/update personal information Change Your Password The Admin toolbar March 8, 2007 Introduction.ppt 12

The Admin Toolbar My Sites shows all sites to which you have authorized access. Site Menu shows site menu for the site you are viewing and provides a means to navigate throughout that site. My Page displays personal page. Logout is used to log off of the CMS. Help accesses the online help system. March 8, 2007 Introduction.ppt 13

Development vs. Live website What s the difference? Where am I? http://ubc-okanagan.ironpointv7.net http://www.ubc.ca/okanagan/itservices March 8, 2007 Introduction.ppt 14

The Parent/Child Relationship Central to understanding how website hierarchy is built Parent Page is any page that has pages below it in the website hierarchy When adding pages, determine where in the hierarchy the new pages will be, then edit the parent page and add them on the Child Pages tab March 8, 2007 Introduction.ppt 15

Site Navigation Getting Around Navigation Bar My Sites View Mode vs. Edit Mode Edit Icons If the Edit Icon does not appear on the page, you do not have the right to edit the page. March 8, 2007 Introduction.ppt 16

Content Editing Basics Page Summary Title Required field Appears at the top of the page, and is also the text that becomes the link to the page in the side navigation menu. URL Title Used to generate filename for live website HTML Title If entered, appears in place of the Title at the top of the page March 8, 2007 Introduction.ppt 17

Content Editing Basics Creating paragraphs of text: Place the cursor where you want to type in the new paragraph. Type the text without hitting Enter. Make sure you type several lines. The text should wrap around to the next line each time you reach the end of the editor window. When you have finished typing the last sentence and want to start a new paragraph, click (new Paragraph). Note: DO NOT HIT ENTER to create a new paragraph. Hitting Enter places a different type of HTML tag in the page code. You must click the Paragraph button to insert the correct HTML tag. Click Save to save your work. March 8, 2007 Introduction.ppt 18

Content Editing Basics Applying formatting to text Creating Lists Creating Links Use an External Link when you want to place a link on your web page that links to a different website. Use an Internal Link when you want to put a link on one page that links to another web page within the same website. Using the HTML Clean-up Tools March 8, 2007 Introduction.ppt 19

Working with Digital Assets A digital asset can be an image, PDF, text file, etc. All digital assets are contained in the Digital Asset Library To insert a digital asset: Place your cursor at the location where you want to insert the asset. On the toolbar, click the Insert Digital Asset button. Locate the image in the Asset Library. Click on the asset. Select whether you want the asset to open in the Same Window or New Window. Click Insert. Click Save once the asset is inserted into your web page. Make other edits, Save and submit for publication. March 8, 2007 Introduction.ppt 20

Publishing Your Pages Depending on your user permissions, you could have access to any of the following actions: Preview allows you to preview a page to check content and formatting before it is published. Save used to save your work in draft form. Cancel Cancels all edits and closes the editor. Publish Publishes the page to the live website. Vote Approve allows content approvers to approve the page. Vote Reject allows content approvers to reject the page. Edit allows content providers to edit a page flagged for review allows content approvers to edit the content before resubmitting for approval Note that this button must be pressed before editing content or the changes will be lost. Reviewed allows you to flag a page as reviewed. March 8, 2007 Introduction.ppt 21

Creating New Pages Locate the parent page for the page you want to create and click If you do not see this icon beside the page title, it means you are not authorized to edit this page. Once you have the page editor open, click on the Child Pages tab. Click and choose your page type: General Content 2 provides two content editors windows for entering content. Category pages are used to create drop-down menus in your site's navigation menu. The pages that the user can go to are the child pages of the category page. Digital Asset Gallery allows you to create a page with links to non-image file types, i.e. PDFs, Word documents. Link allows you to create internal and external links that can be included as a link in the navigation menu. Photo Gallery page type allows you to display photos in a static or slide show format on your site. Site Map page type automatically creates a site map for all, or portions, of your web site. Survey (form) page type is used for creating forms for your site that your users can fill out and submit. March 8, 2007 Introduction.ppt 22

Creating New Pages Locate the parent page for the page you want to create and click If you do not see this icon beside the page title, it means you are not authorized to edit this page. Once you have the page editor open, click on the Child Pages tab. Click and choose your page type: General Content 2 provides two content editors windows for entering content. Category pages are used to create drop-down menus in your site's navigation menu. The pages that the user can go to are the child pages of the category page. Digital Asset Gallery allows you to create a page with links to non-image file types, i.e. PDFs, Word documents. Link allows you to create internal and external links that can be included as a link in the navigation menu. Photo Gallery page type allows you to display photos in a static or slide show format on your site. Site Map page type automatically creates a site map for all, or portions, of your web site. Survey (form) page type is used for creating forms for your site that your users can fill out and submit. March 8, 2007 Introduction.ppt 23

ITServices SSC007-3333 University Way Kelowna, BC V1V 1V7 250.807.9000 www.ubc.ca/okanagan/itservices QUESTIONS? March 8, 2007 Introduction.ppt 24

Practice Session Login to the ACM Content Management System at www.ubc.ca/okanagan/cms Browse to your page on the DEMO website Create a new General Content 2 child page with the following elements: Heading 1 followed by one paragraph of text Heading 2 followed by two paragraphs of text Internal link to someone else s page External link to www.google.ca Image March 8, 2007 Introduction.ppt 25