Content Management System User s guide English version v. June 006 www.cross-systems.com
Index Tool overview - Interface - User profiles - Identification Editing the site 8 - Adding a page - Editing a page s properties - Deleting a page - Editing a content - Importing a content - Inserting a link - Inserting a document - Inserting a Flash animation - Inserting a picture - Adding a news - Editing a news - Adding a tip - Editing a tip - Adding a FAQ - Editing a FAQ - Adding a job - Editing a job - Adding a brochure - Editing a brochure - Adding a training - Editing a training - Deleting a content Validating the site - Checking pending contents Managing site tools 5 - Editing Flash house texts - Editing referencing parameters - Editing top banners - Updating customers data - Viewing clics on customer links - Exporting contact requests - Exporting hotline requests - Managing e-newsletters - Managing worldwide addresses - Managing customer success stories - Managing glossary - Managing DC documents - Managing Partners - View logs Managing users 60 - Managing extranet groups - Managing extranet users - Managing CMS users Configuring CMS 68 - Managing site messages - Managing site lists - Managing search index - Domain names
Tool overview
Tool overview Overall principles The CMS (Content Management System) tool was designed with clear objectives: - Enable BU to manage the websites on their own and easily - Enable users to search in other websites and share contents - Enable Somfy to set up a web graphic charter Results are: - A simple editing interface to edit the websites - Specific features to import / update contents - A solution based on page templates accessible to all BU
Tool overview Identification Launch Internet Explorer () Go to the administration url (http://www.mysomfyweb.com/admin) Enter your user name and password () Click on [Login] The homepage of the CMS () displays a selection of new contents from other subsidiaries. TIP To receive your access codes, please contact your local administrator. 5
Tool overview Interface The main functions and the page s status are at the top of the page () The action buttons are near the content they interact with () All the tool functions are blue 6
Tool overview Standard user profiles Local editor rights () - Browse the site in edit mode - Edit pages contents - Import contents from other subsidiaries - View site s images/documents/flash libraries Local validator rights () - Local editor rights plus - Edit site s structure - Check and validate pending contents Local administrator rights () - Local validator rights plus - Manage site s images/documents/flash libraries - Manage site s tools - Manage subsidiary s CMS and extranet users Group administrator rigths () - Administrator rights on every SOMFY Web site - Manage CMS configuration (sites messages and lists) 7
Editing contents 8
Editing contents Editing a content (/) Local editor In a content zone, cilck on [Edit] () A popup opens () Edit the title of the content () Edit the teaser (non mandatory) () Edit the content with ewebeditpro (5) - Write or paste from an external text editor your text content in the edition window - Use the toolbar () to Copy/cut/paste contents Insert links to Websites or documents (.pdf files) Insert pictures or Flash animations Insert tables Format the text Remove or choose the text style - Right click (6) to Copy/cut/paste contents Manage tables Switch HTML and WYSIYG views Insert a picture 6 TIP If you copy text from Word, paste it first in the Notepad and then copy it from the Notepad to the edition window. 9
Editing contents Editing a content (/) Local editor Edit the contents properties - Date of publication (date from which the content will appear in the site) (7) - Date of expiration (date from which the content will disappear from the site) (8) - Displaying priority in the page for the templates including more than one content (9) - Comment for other site s editors (non mandatory) (0) Save the new contents - Click on [Save and approve] to validate the content (administrator only) - Click on [Submit for approval] to request the administrator s validation (editor only) - Click on [Save as draft] to store the change and finish the job later - Click on [Close window] to cancel the changes - Click on [Delete] to delete the contents (administrator only) 9 0 7 8 0
Editing contents Importing a content Local editor In a content zone, cilck on [Import] () A popup opens () Search for foreign contents with the search tool () - By keyword(s) - By Country - By language Click on [Preview] to have an overview of a content Click on [Import this content] to paste it into your content zone (the foreign content will replace the old one).
Editing existing contents Contents status list Local editor New - The content was newly created and was never changed Approved - The content was approved by a validator or an administrator Update / user name - The content is being updated by the user user name
Editing the site Inserting a picture Local editor Click on the picture insertion icon () A popup opens () Click on [Select new file] - A popup opens () - Select the picture in the library () - Click on [Ok] - Click on [Ok] to insert the picture in the page (5) You can also - Enlarge the picture (5) - Edit the picture (6) - Delete the picture (7) - Select several pictures (8) and choose an operation (9) 5 9 TIP This function is also available from the main administration menu (Pictures library menu item). 5 6 7 8
Editing the site Modifying a picture () 5 Local editor Click on the picture insertion icon () A popup opens () Click on [Select new file] () - A popup opens () - Select the picture in the library and click on the icon (5) 5 TIP This function is also available from the main administration menu (Pictures library menu item).
Editing the site Modifying a picture () Local editor A popup opens (6) Picture transformations (7) - Resize picture (pixels) = Resize the picture to the specified dimensions - Resize picture (percentage) = Resize the picture to the specified percentage - Picture maximum dimensions (pixels) = Use this function when you know how many pixels (width and height) do you have for the picture - Format = Specify the output format (Tip: use jpg for pictures and gif for graphic) - Crop = Drag and drop on the picture to re-center it - Reset picture = All changes since upload will be lost - Contrast = + or to adjust the contrast of the picture - Contrast = + or to adjust the brightness of the picture Click on [Save changes] (8) - Picture is overwritten Click on [Save changes as a new picture] (9) - A new picture is created Click on [Back to library] (0) - Returned to the pictures library 6 7 8 9 0 Rotate picture 90 (CW) Rotate picture 90 (CCW) Flip picture vertical Flip picture horizontal 5
Editing existing contents Inserting a picture Local editor Enables to see directly more pictures () per page 7 Enables to sort pictures in different categories inside each website () Advanced search function (keywords and title) () New functions available for the administrator to manage the pictures, categories () Possibility to preview pictures (5) 6 Access to pictures information (6) and possibility for the administrator to edit them 5 Add picture (7) from the same interface 6
Editing contents Inserting a document Local editor Click on the document insertion icon () A popup opens () Search/filter documents with the search box () Select a document () - Click on [Ok] to put a link to the document inside the page - Click on [Edit selected] to edit a document - Click on [Delete selected] to delete a document Use the document insertion box (5) to add a new document in the local library - Select the file (6) - Edit the description of the document (7) - Edit keywords for the document (8) - Edit the category of the document (9) - Choose the language of the document (for multilingual sites) (0) - Click on [Ok] 5 6 7 8 9 0 TIP This function is also available from the main administration menu (Documents library menu item). 7
Editing contents Inserting a Flash animation Local administrator Click on the Flash animation insertion icon () A popup opens () Search animations with the search box () Select a animation () - Click on [Ok] to put a animation inside the page - Click on [Edit selected] to edit a animation - Click on [Delete selected] to delete a animation Use the document insertion box (5) to add a new animation in the local library - Select the file (6) - Select the alternative picture of the animation (for visitors who do not have the Flash plug-in installed) (7) - Edit the size of the animation in pixels (8) - Edit the description of the animation (9) - Edit keywords for the animation (0) - Click on [Ok] 5 6 7 8 9 0 TIP This function is also available from the main administration menu (Flash library menu item). 8
Editing contents Inserting a link Local editor 5 0 Automatic site links (bookmarks) - Click on the bookmarks icon () A popup opens () Enter the link text () Choose the target frame Choose the destination page () Free links Click on [Select] - Click on the link icon (5) A popup opens (6) Choose the target URL (7) begining by index.cfm?page= Edit the link label (8) Deleting a link Choose the target window (9) - Select a link and click on the link deletion icon (0) 6 7 TIP You can also directly select the releveant words in your text in the edition window and then click on the link tool (you will then not have to re-enter the link label). 8 9 9
Editing contents Adding a news Local editor In a news list, click on [Add] () A popup opens () Edit the news teaser () - Title - Description (summary) - Category Choose a PDF document linked to the news () Edit the main content of the news with ewebeditpro (5) Edit the date of the news (6) Edit the news contact information (7) - Name of the contact person or department - Phone number - Fax number - E-mail Edit the publication information (8) 5 6 7 Click on [Save and approve] (administrator) or [Submit for approval] (editor) 8 0
Editing contents Adding a tip Local editor In a tips list, click on [Add] () A popup opens () Edit the tip teaser () - Title - Description (summary) Select the related application(s) () Edit the main content of the tip with ewebeditpro (5) Edit the publication information (8) Click on [Save and approve] (administrator) or [Submit for approval] (editor) 5 6
Editing contents Adding a FAQ Local editor In a FAQs list, click on [Add] () A popup opens () Edit the question () Edit related keyword(s) () Edit the main content of the FAQ (5) Edit the publication information (6) Click on [Save and approve] (administrator) or [Submit for approval] (editor) 5 6
Editing contents Adding a job Local editor In a job list, click on [Add] () A popup opens () Edit the job description () - Title - Reference - Activity - Country - Location - E-Mail for answer - Profile - Detail Edit the publication information () Click on [Save and approve] (administrator) or [Submit for approval] (editor)
Editing contents Adding a brochure Local editor In a brochures list, click on [Add a brochure] () A popup opens () Edit the title () Edit the description () Edit the related cover picture (5) Edit the publication information (6) Click on [Save and approve] (administrator) or [Submit for approval] (editor) 5 6
Editing contents Adding a training Local editor In a trainings list, click on [Add a training] () A popup opens () Edit the title () Edit the description () Edit the publication information (5) Click on [Save and approve] (administrator) or [Submit for approval] (editor) 5 5
Editing contents Adding a success story Local editor In a trainings list, click on [Add a reference] () A popup opens () Edit the title () Select the picture () Edit the description (5) Select the category (6) Edit the publication information (7) Click on [Save and approve] (administrator) or [Submit for approval] (editor) 5 6 7 6
Editing contents Deleting a content Local editor In a content zone, click on [Delete] () A popup opens () Click on [YES] to confirm the content deletion or on [NO] to cancel the operation TIP The content is deleted in all the site s languages. 7
Editing existing contents Existing page templates (new design) Template name (V) Description Template name (V) Description Brochures Brochure ordering form Product page Page with boxes under the main content Contact page Contact form Project list List of projects Custom form Customizable form Reference gallery Reference gallery slide show Customers list Customers addresses list Search template Search form Customers search Customers addresses search form Send to a friend Send to a friend form Customers simple form Customers contact form Sitemap Automatic sitemap Download Download (list) Faqs Glossary Documents search form Documents search list FAQs list Glossary Standard page Tips Trainings Standard page with main content + right boxes Tips list Training registration form Hotline Hotline form Homepage Homepage News News list + detail Newsletter subscription form Newsletter subscription form Page boxes Page with boxes on the right and the th navigation level on the right Page boxes (with menu levels) Page with boxes on the right and the th navigation level on the left Page simple Standard page with no box 8
Editing pages 9
Editing pages Adding a page Local validator Click on Add page () A popup opens () Fill in the mandatory fields () - File name (without any space or special character) - Page location within the site - Navigation menu title - Title bar caption (top of the window) - Title width in top menu (automatic) - Page template If necessary, fill the other fields () - External address for redirecting a menu towards an external Web site in the same window - Keywords and description for the Internet search engines (page level) Choose the publication status (5) - Page published on the site or not - Page shown in the navigation menu or not Click on [Submit] TIP The page is created in all the site s languages. 5 0
Editing pages Editing a page s properties Local validator Click on Edit page properties () A popup opens () Change the values (see Adding a page) If you want to move the page inside the site, click on Move page () A new page appears () Edit the page location - Change the file name (non mandatory) - Choose the new location - Choose the rank of the page in the new section Click on [Move Page]
Editing pages Deleting a page Local validator Click on Delete page () A popup opens () Click on [Yes] to confirm the page deletion or on [No] to cancel the operation TIP The page is deleted in all the site s languages. ERROR MESSAGE This operation may leed to an error : The page xxx cannot be deleted, because children pages remain. You have to check that the page you want to delete. Does not have any subpage. Does not include any content in other languages
Editing the site Choosing header layout (new design) Local validator When you ve added the page, you can change the header () of this page A popup opens () Choose the header format for this page () - First type is for st level of navigation pages - Second type is for nd level of navigation pages - Third type is for rd and th levels of navigation pages Click on [Select] to change the header TIP This is the graphic charter which gives the type of header to use according to the page level
Editing the site Changing page banner (new design) Local validator When you ve selected the header, you can add the picture for the page. If you want to change an existing picture, the process is the same. Click on the space reserved for the picture () A popup opens () Click on [Select] to select an existing banner for this page () You can also add a new banner () you ve created for this page - In that case, follow the «add a banner» process. A click on «add a new banner» will direct you to this module
Validating the site 5
Validating the site Checking pending contents Local validator Click on Pending Pages () to see a view per page - Click on the page you want to check () Or click on Pending Contents to see all the pending contents () Choose the operation() - Click on [Edit] to edit the content and on [Save and approve] to validate it - Click on [Delete] to delete the content - Click on [Revert] to restore the previous version of the content - Click on [Approve] to validate the content without editing it - Click on [Unlock] to enable other people to change the content 6
Managing site tools 7
Managing site tools Editing home animated house texts Local administrator Click on Animated House () Click on [Edit] to edit one of the texts elements (application title or content) A new window appears () Edit the text of the parameter () - Keep Transform text to html in your text contains special characters () Click on [Update message] to save the changes 8
Managing site tools Editing top banners Local administrator To add a new banner, click on Banner Adv. () and the list of available banners will appear Then click on Add a new banner and the window () will open Complete all the fields () to create a new banner - The banner name will enable you to give the banner a description - The file you have to upload if this is a picture or a flash banner - The type of banner - The link you want to assign to this banner if it is a picture (enables you to create a «promotionnal banner» for example) - The targer for the link - The size of the banner for pictures or flash banners : be carreful to respect the size of the header the banner will go with - You can also create full html banner with the last field Click on «Save banner» () and the banner is available in the list of banners of your website 9
Managing site tools Exporting contact requests Local administrator Click on Contacts () Click on the link () to export the list of the contact requests of the site for chosen month. TIP All the contact requests are also forwarded by e-mail at contact_xx@somfy.com (where xx is your ISO country code) each time a visitor submits a request 0
Managing site tools Exporting hotline requests Local administrator Click on Hotline () Click on the link () to export the list of the hotline requests of the site To view specific requests, use the filter tool () TIP All the hotline requests are also forwarded by e-mail at hotline_xx@somfy.com (where xx is your ISO country code) each time a visitor submits a request
Managing site tools Updating customers data (/) Local administrator Update your excel file If you already use an excel sheet to maintain your list of customers, you can keep it by following those rules (otherwise, you will have to use the provided template excel file): - the first line of the excel file has to include the titles of the columns - the excel file has to include at least all the columns defined in the template with their exact title - you can add addtionnal columns for other applications (those columns will not be used by the CMS). The titles of the additional columns must contain only letters (A-Z) or digits (0-9) - the order of the columns is free - data fields must not contain ; or " characters When the excel file is OK, you just have to save it as a ".csv" file, that you will be able to import in the CMS. CUSTOMER_ID CUSTOMER_NAME CUSTUMER_ADDRESS_ CUSTUMER_ADDRESS_ CUSTUMER_ADDRESS_ CUSTOMER_POSTAL_CODE CUSTOMER_CITY CUSTOMER_STATE CUSTOMER_COUNTRY CUSTOMER_TELEPHONE CUSTOMER_FAX CUSTOMER_EMAIL CUSTOMER_WEBSITE CUSTOMER_TYPE CUSTUMER_PARTNERSHIP_ CUSTUMER_PARTNERSHIP_ APP_# Fields description Unique identifier of a customer (for a given country) Name of the customer Street (st line of his address) Street (nd line of his address) Street (rd line of his address) Post code City State (if relevant, for US for example) ISO country code Phone Fax E-Mail Customer's Web site address (http:www.somfy.de) DIY or PRO 0 = no ; = SOMFY Expert 0 = no ; = SOMFY Parnter List of applications sold by the sub. The list is defined in the CMS for each country (global.applications). For example, for Germany this list is: Rollladen, Sonnenschutz, Tore. Type if the customer sells the application, 0 if not.
Managing site tools Updating customers data (/) Local administrator Click on Customers () Select the.csv file you created from your excel file () Click on [Import] to update the list (the new data will replace the old ones).
Managing site tools Viewing clics on customer links Local administrator Click on Customers () Click on View customers redirection statistics () A new window appears () Filter the results (if needed) - Enter a customer name () - Click on [Search] In the list, you can see the number of clics from your site (page «Customers list») to your customer s one.
Managing site tools Managing e-newsletters (/5) Manage Newsletters Local administrator Click on Newsletter HTML V () The page displays the list of pending newsletters (which have not been sent yet) () To write a new newsletter, click on Write newsletters () (see Managing e-newsletters (/5)) To edit a newsletter, click on Edit () To delete a newsletter without sending it, click on Delete (5) 5 TIP To enable visitors to subscribe to the newsletter, you have to put a newsletter template in your site and/or create a mailing list through the Manage mailing lists menu. Extranet users are asked on registration if they want to receive the extranet newsletter. 5
Managing site tools Managing e-newsletters (/5) Create a new newsletter Local administrator To write a new newsletter, click on Write newsletters in the Manage Newsletters menu Select the mailing list () - Public mailing list for visitors who subscribed to the newsletter through the subscription form on the public end-consumer Website - Mailing list you created through the Manage mailing lists menu - Private mailing list linked to an extranet user group Select the template () - A default template can be automatically selected when you configure the mailing list Select the e-newsletter s sender () - A default sender can be automatically selected when you configure the mailing list Edit the newsletter subject () Edit the content of the newsletter (HTML format) (5) Edit the content of the newsletter (text format) (6) To save the newsletter without sending it, click on [Save changes] (7) To receive a preview of the newsletter before sending it, click on [Validate] (8) and enter your e-mail address To send the newsletter, click on [Send newsletter] (9) 5 6 TIP Senders list can be edited through the list management interface (see Configuring CMS > Managing site lists). 7 8 9 6
Managing site tools Managing e-newsletters (/5) Manage mailing lists Local administrator To manage visitors who subscribed to the newsletters, click on Manage Mailing Lists () The page displays the list of public & private mailing lists () To create a new mailing list, click on Create a new mailing list () - Fill-in the mailing list information Mailing list name () Default template (5) Default sender (6) - Click on [Save mailing list] 7 To edit a mailing list, click on Edit (7) - To manually add one e-mail address, fill in the field (8) and click on [add] - To upload a list of e-mail addresses, click on [Browse] (9), select on your computer a CSV file containing the e-mail addresses and click on [Upload] (0) - Click on [Remove form list] () to prevent a subscriber from receiving the newsletter 5 6 To delete a mailing list, click on Delete () TIP The CSV file must contain EMAIL on the first line followed by the e-mail addresses. Senders list can be edited through the list management interface (see Configuring CMS > Managing site lists). 8 9 0 7
Managing site tools Managing e-newsletters (/5) View Archives & statistics Local administrator To view the sent newsletters and consultation statistics, click on Archives & statistics () To view the content of a sent newsletter, click on View () To view the statistics, click on Stats (). - The system displays the average opening rate () and click rate on each link (5) - You can also filter the statistics by e-mail address (6) To delete an old newsletter, click on Delete (7) 7 5 6 8
Managing site tools Managing e-newsletters (5/5) Manage templates Local administrator To manage newsletter design templates, click on Manage Templates () The page displays the templates you already created () 8 9 To create a new template, click on Create a new template () - Enter the template name () - To upload the stylesheet, click on [Browse] (5), select on your computer the CSS file click on [Upload] (6) - Edit the HTML template with ewebeditpro (7) - Click on [Save mailing list] To edit a mailing list, click on Edit (8) 6 5 To delete a mailing list, click on Delete (9) 7 9
Managing site tools Editing referencing parameters Local administrator Click on Referencing () Click on [Edit] to edit one of the parameters A new window appears () Edit the text of the parameter () - Keep Transform text to html () Click on [Update message] to save the changes TIP The referencing parameters enable Internet search engines to define your Website in their results pages. 50
Managing site tools Managing glossary (/) Local administrator Click on Glossary () Select the language to edit (for multilingual Websites) and click on [Next] To add a new success story, click on [Add a new glossary item] () A new window appears () Edit the glossary item () - Title - Definition - Classification Click on [Add item] to save the new glossary item TIP The classification is edited by the Group administrator. It should be a list of initials or of ranges of initials (0-9, A-E, F-J, ). 5
Managing site tools Managing glossary (/) Local administrator To edit an existing glossary item, click on [Edit] () (see «Managing glossary (/)») To delete an existing glossary item, click on [Delete] () 5
Managing site tools Managing worldwide addresses (/) Local administrator, Group site only Click on Worldwide () To add a new subsidiary, click on [Add a new address] () A new window appears () 8 Edit the subsidiary name () - Edit the code of the subsidiary (ISO country code) (5) - Edit the address of the subsidiary (6) Country Geographical zone (continent) Address, Post code, City, State Phone, Fax E-Mail, Website - Edit the opening hours of the office (7) Click on [Save address] 5 - The address is immediately displayed on the contact template - You will have to ask Netvertis to add it in the interactive Flash world map and to publish it by clicking on [Publish XML files on production server] (8) 6 TIP 7 This feature is only available to.com team. 5
Managing site tools Managing worldwide addresses (/) Local administrator, Group site only To edit an existing subsidiary, click on [Edit] () (see «Managing worldwide addresses (/)») To delete an existing subsidiary, click on [Delete] () 5
Managing site tools Managing DC documents templates Local administrator, CE minisite only Click on Declarations of Conformity () To add a new template, click on [Add a new template] () A new window appears () - Edit the template name () - Click on [Continue] - You can now configure the translations of the template (see «Managing templates fields» To delete an existing template, click on [Delete] (5) - Be careful, all the translations linked to this template will be deleted. 5 TIP This feature is only available to.com/ce team. 55
Managing site tools Managing DC documents templates fields Local administrator, CE minisite only To edit the fields and translations of an existing template, click on [Edit] () A new window appears () - Edit the translations () - If needed, you can also add new translations by clicking on [Add new field] () The filed name has to be the same than in the PDF file To delete an existing field, click on [Delete] (5) - Be carefull, all the translations of the field will be deleted. 5 TIP This feature is only available to.com/ce team. 56
Managing site tools Managing products DC documents (/) Local administrator, CE minisite only Click on Manage DC Documents () To add a new template, click on [Add a new document] () A new window appears () - Edit the product name that will appear in the selection list for the visitor () - Select a scanned and programmed PDF file on your computer (5) Be careful: the filename must not contain spaces or special characters - Select the translations template to apply to the PDF file (6) - Enter a description for the document that will appear in the search results for the visitor (7) - Enter keywords for the search engine (8) - Click on [Add document] to add the document with its translations on the Website 6 7 8 5 TIP This feature is only available to.com/ce team. 57
Managing site tools Managing products DC documents (/) Local administrator, CE minisite only To edit an existing DC document, click on [Edit] () (see «Managing products DC documents (/)») To delete an existing DV document, click on [Delete] () TIP This feature is only available to.com/ce team. 58
Managing site tools Programming the DC document PDF file Local administrator, CE minisite only. Scan your original paper DC document into a picture - Black and white only - 50 dpi. Open the picture with Adobe Acrobat - File > Open () - Type of file: all. Open an existing PDF DC document. Go to the forms mode - The fields appear () 5. Select all the fields - Click on CRLT + A or Edit > Select all 6. Copy/paste the fields in the new DC document (CRTL + C then CTRL + V or Edit > Copy then Edit > Paste) 7. If necessary, move the fields 8. Save the document 59
Managing site tools Managing partners Local administrator Click on Partners () You can find a specific partner by filtering with this form () List of the partners with the click counts () 60
Managing site tools Managing partners Add a new partner Local administrator Click on [Add a new partner] to add a partner () A new window appears () Edit the parameters () Click on [Save partner] to create the partner 6
Managing site tools Managing partners Delete a partner Local administrator Click on [Delete] to delete a partner () A popup window appears () Click on [OK] to confirm the suppression () 6
Managing site tools Managing partners Edit a partner Local administrator Click on [Edit] to edit one of the partner urls () A new window appears () Edit the parameters () Click on [Update Partner] to save the changes () 6
Managing site tools Managing partners Import new partners Local administrator Click on [Import new partners] () A new window appears () Update your excel file If you already use an excel sheet to maintain your list of partners, you can keep it by following those rules (otherwise, you will have to use the provided template excel file) (): - the first line of the excel file has to include the titles of the columns - the excel file has to include at least all the columns defined in the template with their exact title - the order of the columns is free - data fields must not contain ; or " characters When the excel file is OK, you just have to save it as a ".csv" file, that you will be able to import in the CMS. Click on Browse () Select the.csv file you created from your excel file Click on [Import] to import the list (5) Fields description 5 PARTNER_NAME PARTNER_WEBSITE Name of the customer Customer's Web site address (http://www.somfy.de) 6
Editing partners Adding a link partner Local editor In a content, Select picture or text where the link will be active () click on [Somfy partner] () A new window appears () Select the partner link () Choose the target frame (5) Click on [Select] (6) 5 6 65
Managing site tools View logs Search logs : Overview Local administrator Click on View logs () The table lists top queries in the web site search engine () Click on [>>] to see details on these queries () 66
Managing site tools View logs Search logs : Archives Local administrator Click on Search logs Archives () Each month queries are archived in csv file Click on [Download csv] to export queries () 67
Managing site tools View logs Search logs : Current month Local administrator Click on Search logs : Current month () The table lists queries in the web site search engine for the current month() You can find a specific query by filtering with this form () 68
Managing site tools View logs Customer search logs : Overview Local administrator Click on Customer search logs : Overview () The table lists top queries in the dealer locator () 69
Managing site tools View logs Customer search : logs Archives Local administrator Click on Customer search : logs Archives () Each week queries are archived in csv file Click on [Download csv] to export queries () 70
Managing site tools View logs Customer search logs : Current month Local administrator Click on Customer search logs : Current month () The table lists queries in the dealer locator for the current month 7
Managing users 7
Managing users Managing CMS users (/) Local administrator Click on CMS Users () To add a new CMS user, click on [Add a new user] () A new window appears () Edit the user details () - First name - Last name - E-Mail Check the check box (5) if the user is a Group administrator (available only for Group Administrator) Select his local group (6) - Editor - Validate - Administrator - He will inherit default access and rights BUT you can customize them (see edit users) Select the section he should have access (/home gives him the right of editing all the site) Click on [Save user] to save the changes An e-mail is sent to the user with his user name and password (you will not see his password) 7 5 6 7
Managing users Managing CMS users (/) Local administrator To generate a new password for a user, click on [Re-generate password] () - The new password is sent to the user by e-mail (you will not see his password) To edit an existing user, click on [Edit] () - A new window appears () - Click on Add a right () to add an additional right to the user profile (see «Managing CMS users (/)» - To customize the current profile of the user, select or unselect one of the modules in the list (5) To delete an existing user, click on [Delete] (6) 6 5 7
Managing users Overall principles for extranet sections Local administrator Extranet are dedicated to Groups of users. - It can t be an «individual» place for a partner unless you want to spend lots of time maintaining it! The drawing below shows the global principle Section (ex. products) Section (ex. partners) Section (ex. trainings) Section (ex. FAQs) Section 5 (ex. more products) Group A (ex. installers) Group B (ex. Experts) Main steps -. Create sections (architectures) -. Create Users Groups -. Create / link users to the groups Registered visitors Registered visitors 75
Managing users Managing extranet groups (/) Local administrator Click on Extranet Groups () To add a new extranet group, click on [Add a new group] () A new window appears () Edit the group name () Select the first-level-sections that the group should have access (5) Click on [Save group] to save the changes 5 TIP A group defines an extranet. You can define as many groups as you want, with or without common sections. 76
Managing users Managing extranet groups (/) Local administrator To edit an existing group, click on [Edit] () (see «Managing extranet groups (/)») To delete an existing group, click on [Delete] () 77
Managing users Managing extranet users (/) Local administrator Click on Extranet Users () To add a new extranet user, click on [Add a new user] () A new window appears () Edit the user contact information () - Company - Contact name - Username for the extranet - Street - Post code, City, State, Country - Phone, Fax - E-Mail, Website Select the main activity of the user (5) Check the check box (6) if the user subscribed to the extranet newsletter Select his group(s) (7) Click on [Validate user] to save the changes 5 TIP A user has no access to the extranet until you select a group. 7 6 78
Managing users Managing extranet users (/) Local administrator To activate user that have registered on the site through the extranet registration form, click on New Extranet Users () - Click on details to check and activate the user () To see users that have requested a new password through the «Lost password» form, click on Lost password () - Click on [Generate a new password] () to send a new password to the user To edit an existing user, click on [Edit] (5) (see «Managing extranet users (/)») To delete an existing user, click on [Delete] (6) 5 6 79
Configuring CMS 80
Configuring CMS Site messages and lists Group administrator The CMS is an international tool and templates are the same for all websites: - It is necessary for you to adapt (at least translate) all the site s «messages» - A «message» can be the name of a field, a link in page s bottom, the name of a section in the top navigation bar You also have to define your local lists for all the forms (contact, customer search ) available in the website With these features, you can have a very local website from a Corporate platform 8
Configuring CMS Managing site messages (/) Group administrator Click on Messages () To add a new message, click on [Add a new message] () A new window appears () Edit the message code () - Lacking messages appear with their code on the Web site Select the language of the message (5) Select the message content (6) - Either in text mode or in html Check «Transform text to html» if you entered text or «Do not transform text» if you entered html code Click on [Add message] to save the changes 5 6 TIP Message define site level elements such as form fields labels, top and bottom tool bars, confirmation pages messages, They are managed by the Group administrator. 7 8
Configuring CMS Managing site messages (/) Group administrator Use the search/filter toolbox () to find a message by: - Start of a message code - Message content - Website - Language Click on [Search in messages] To edit an existing message, click on [Edit] () (see «Managing site messages (/)») To delete an existing message, click on [Delete] () 8
Configuring CMS Managing site lists (/) Group administrator Click on Lists () To add a new list, click on [Add a new list] () A new window appears () Edit the list information () - Code - Name - Sorting element and order Click on [Add message] to save the changes Click on [Add new item] (5) to add a new list element A new window appears (6) Edit the list item information (7) - Language - Text - Value 5 6 TIP Lists define Website drop-down lists or radio buttons on the site (for example, list of countries, list of applications, ). They are managed by the Group administrator. 7 8
Configuring CMS Managing site lists (/) Group administrator Use the search/filter toolbox () to find a list by: - Start of a list code - List name - Website - Language Click on [Search in lists] To edit an existing list, click on [Edit] () (see «Managing site lists (/)») - To edit an existing list item, click on [Edit] () - To delete an existing list item, click on [Delete] () To delete an existing list, click on [Delete] (5) 5 85
Configuring CMS Managing search index Group administrator Click on Search () Click on [Create Collections] () to create the first Website s collections Click on [Index Collections] () to manually index the Website s collections Select an hour () and click on [Schedule indexation] (5) to schedule an automatic and daily indexation 5 86
Configuring CMS Managing domain names Administrator Click on Domain names () To add a new rule, click on [Add a new rule] () A new window appears () Edit the rule information () - Domain/Alias - Site - Pages - Languages - Redirect URL 5 87
Thank you for your attention For additional information, please contact Netvertis / Cross Systems Groupe Micropole-Univers 8, rte des Acacias - CH-7 Geneva Tel: + 08 8 60 - Fax: + 08 8 68 Vincent Faivre, Consultant Julien Bouverat, Developer websupport@somfy.com www.cross-systems.com