Ektron CMS400.NET User Manual

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Copyright August 2007 Ektron®, Inc. All rights reserved. EKTRON is a registered trademark of Ektron, Inc. Version 7.0, Revision 7 For updated versions of this manual, please visit: http://www.ektron.com/web-content-management-solutions.aspx?id=4020
EKTRON, INC. SOFTWARE LICENSE AGREEMENT ** READ THIS BEFORE LOADING SOFTWARE** YOUR RIGHT TO USE THE PRODUCT DELIVERED IS SUBJECT TO THE TERMS AND CONDITIONS SET OUT IN THIS LICENSE AGREEMENT. USING THIS PRODUCT SIGNIFIES YOUR AGREEMENT TO THESE TERMS. IF YOU DO NOT AGREE TO THIS SOFTWARE LICENSE AGREEMENT, DO NOT DOWNLOAD. CUSTOMER should carefully read the following terms and conditions before using the software program(s) contained herein (the “Software”). Downloading and/or using the Software or copying the Software onto CUSTOMER’S computer hard drive indicates CUSTOMER’S acceptance of these terms and conditions. If CUSTOMER does not agree with the terms of this agreement, CUSTOMER should not download. Ektron, Inc. (“Ektron”) grants, and the CUSTOMER accepts, a nontransferable and nonexclusive License to use the Software on the following terms and conditions: 1. Right to use: The Software is licensed for use only in delivered code form. Each copy of the Software is licensed for use only on a single URL. Each license is valid for the number of seats listed below (the “Basic Package”). Any use of the Software beyond the number of authorized seats contained in the Basic Package without paying additional license fees as provided herein shall cause this license to terminate. Should CUSTOMER wish to add seats beyond the seats licensed in the Basic Package, the CUSTOMER may add seats on a block basis at the then current price for additional seats (see product pages for current price). The Basic Packages are as follows: Ektron CMS300 - Licensed for ten seats (10 named users) per URL. Ektron CMS400.NET - Licensed for ten seats (10 named users) per URL. Ektron eWebEditPro - Licensed for ten seats (10 named users) per URL. Ektron eWebEditPro+XML - Licensed for ten seats (10 named users) per URL. For purposes of this section, the term “seat” shall mean an individual user provided access to the capabilities of the Software. The CUSTOMER may not modify, alter, reverse engineer, disassemble, or decompile the Software. This software product is licensed, not sold. 2. Duration: This License shall continue so long as CUSTOMER uses the Software in compliance with this License. Should CUSTOMER breach any of its obligations hereunder, CUSTOMER agrees to return all copies of the Software and this License upon notification and demand by Ektron. 3. Copyright: The Software (including any images, “pallets,” photographs, animations, video, audio, music and text incorporated into the Software) as well as any accompanying written materials (the “Documentation”) is owned by Ektron or its suppliers, is protected by United States copyright laws and international treaties, and contains confidential information and trade secrets. CUSTOMER agrees to protect the confidentiality of the Software and Documentation. CUSTOMER agrees that it will not provide a copy of this Software or Documentation nor divulge any proprietary information of Ektron to any person, other than its employees, without the prior consent of Ektron; CUSTOMER shall use its best efforts to see that any user of the Software licensed hereunder complies with this license. 4. Limited Warranty: Ektron warrants solely that the medium upon which the Software is delivered will be free from defects in material and workmanship under normal, proper and intended usage for a period of three (3) months from the date of receipt. Ektron does not warrant the use of the Software will be uninterrupted or error free, nor that program errors will be corrected. This limited warranty shall not apply to any error or failure resulting from (i) machine error, (ii) Customer's failure to follow operating instructions, (iii) negligence or accident, or (I) modifications to the Software by any person or entity other than Company. In the event of a breach of warranty, Customer’s sole and exclusive remedy, is repair of all or any portion of the Software. If such remedy fails of its essential purpose, Customer’s sole remedy and Ektron’s maximum liability shall be a refund of the paid purchase price for the defective Products only. This limited warranty is only valid if Ektron receives written notice of breach of warranty within thirty days after the warranty period expires. 5. Limitation of Warranties and Liability: THE SOFTWARE AND DOCUMENTATION ARE SOLD “AS IS” AND WITHOUT ANY WARRANTIES AS TO THE PERFORMANCE, MERCHANTIBILITY, DESIGN, OR OPERATION OF THE SOFTWARE. NO WARRANTY OF FITNESS FOR A PARTICULAR PURPOSE IS OFFERED. EXCEPT AS DESCRIBED IN SECTION 4, ALL WARRANTIES EXPRESS AND IMPLIED ARE HEREBY DISCLAIMED. NEITHER COMPANY NOR ITS SUPPLIERS SHALL BE LIABLE FOR ANY LOSS OF PROFITS, LOSS OF BUSINESS OR GOODWILL, LOSS OF DATA OR USE OF DATA, INTERRUPTION OF BUSINESS NOR FOR ANY OTHER INDIRECT, SPECIAL, INCIDENTAL, OR CONSEQUENTIAL DAMAGES OF ANY KIND UNDER OR ARISING OUT OF, OR IN ANY RELATED TO THIS AGREEMENT, HOWEVER, CAUSED, WHETHER FOR BREACH OF WARRANTY, BREACH OR REPUDIATION OF CONTRACT, TORT, NEGLIGENCE, OR OTHERWISE, EVEN IF COMPANY OR ITS REPRESENTATIVES HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH LOSS. 6. Miscellaneous: This License Agreement, the License granted hereunder, and the Software may not be assigned or in any way transferred without the prior written consent of Ektron. This Agreement and its performance and all claims arising from the relationship between the parties contemplated herein shall be governed by, construed and enforced in accordance with the laws of the State of New Hampshire without regard to conflict of laws principles thereof. The parties agree that any action brought in connection with this Agreement shall be maintained only in a court of competent subject matter jurisdiction located in the State of New Hampshire or in any court to which appeal therefrom may be taken. The parties
Page 1: Ektron CMS400.NET User Manual Versi
Page 5 and 6: Securing Ektron CMS400.NET Security
Page 7 and 8: Securing Ektron CMS400.NET NOTE If
Page 9 and 10: Table of Contents Securing Ektron C
Page 11 and 12: Library Folder ....................
Page 13 and 14: 410 Personalizing a Web Page.......
Page 15 and 16: Using Bookmarks....................
Page 17 and 18: What’s New in the 7.0 Release Wha
Page 19 and 20: Introduction to Ektron CMS400.NET W
Page 21 and 22: The Floating Menu Options on the Me
Page 23 and 24: Introduction to Ektron CMS400.NET B
Page 25 and 26: Types of Content Introduction to Ek
Page 27 and 28: Editing Content Finding Content The
Page 29 and 30: Logging In and Out Prerequisites NO
Page 31 and 32: Site Preview Button Appearance Togg
Page 33 and 34: The Workarea and Smart Desktop Acce
Page 35 and 36: The Workarea and Smart Desktop Inst
Page 37 and 38: The Workarea and Smart Desktop 7. T
Page 39 and 40: NOTE The Workarea and Smart Desktop
Page 41 and 42: From the Smart Desktop, you can als
Page 43 and 44: The Workarea and Smart Desktop 2. W
Page 45 and 46: Using Autohide The Workarea and Sma
Page 47 and 48: Conditions for Instant eMail The Wo
Page 49 and 50: Working with Folders and Content Wo
Page 51 and 52: Viewing a Folder NOTE NOTE • ”A
Page 53 and 54:
NOTE New Menu Menu Option Additiona
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Language Limits display within a fo
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Icon Content Type All types HTML HT
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Button or Tab Properties Content Pr
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Properties Field Description Workin
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Adding Content Working with Folders
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3. Select a content type from the N
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Buttons on the Add Content Screen B
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NOTE • checked in • checked out
Page 71 and 72:
Working with Folders and Content
Page 73 and 74:
Working with Folders and Content 3.
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Deleting Folders Workarea Toolbar B
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Button Name Description Working wit
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Button Name Description language Wo
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Setting a Start Date To set a start
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Each scenario is now explained. Set
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Archive Options Each option is expl
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Adding a Content Summary Adding a C
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Adding a Content Summary 5. Enter s
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Adding or Editing Metadata Adding o
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NOTE Adding or Editing Metadata The
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4. Edit the metadata. Note that Add
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Adding or Editing Metadata Selected
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Entering Title and Keywords NOTE Se
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Approving/Declining Content Approvi
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• ”Example of an Approval Chain
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Approve/Decline Several Content Ite
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NOTE First Approver Emails are only
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Button Result Approve Decline Edit
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Approving/Declining Content This wi
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Comparing Versions of Content Compa
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Toolbar Each area is explained belo
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Option Description Compare visual a
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View Description Published Displays
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Viewing and Restoring Previous Cont
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Viewing and Restoring Previous Cont
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With XSLT Without XSLT Viewing and
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The Search Published Tab NOTE Searc
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NOTE Searching for Metadata The sea
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Searching the Workarea Each content
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NOTE • a range of created or modi
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The Noise File Specifying Match Cri
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Content ID Additional Search Criter
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Result Display Options View option
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Column Header Description Searching
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Library Folder Library Folder The l
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3. The Library folder appears. Libr
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Button Description For more informa
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Library Folder The left tab, Search
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Field Description NOTE Displaying S
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• ”Copying Files to the Library
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Button Name Description Viewing Fil
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NOTE Editing a File Library Folder
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Before You Overwrite a File Overwri
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Deleting Library Items Library Fold
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10. A hyperlink to the file appears
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Viewing Images Editing Image Titles
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Field Description Last User to Edit
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Working with HTML Forms WARNING! Th
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• ”Exporting a Form’s Raw Dat
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NOTE 4. The New Form screen appears
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Working with HTML Forms All form fi
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8. Click the insert button ( ). Mak
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Chart Types Chart Type Description
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Working with HTML Forms Note that s
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Inserting Form Fields Working with
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Working with HTML Forms After you c
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TIP! Form Fields Working with HTML
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Field Description Default value Ins
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Fields on the Plain Text Field Dial
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NOTE Working with HTML Forms Your W
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Option Characteristics of Valid Res
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Field Description Inserting a Text
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Field Description Working with HTML
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Fields on the Choices Dialog Workin
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Field Description Appearance Click
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Fields on the Select List Field Dia
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Field Description First item is not
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Field Description Implementing a Fo
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Task Information Working with HTML
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Viewing Form Reports Display Format
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Summary of Selected Choices Working
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List of Submitted Values • an int
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• - the description of the form
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Field Description Working with HTML
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Field Description Send data in XML
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Working with HTML Forms 2. Go to th
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Editing a Form’s Content Working
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Button or Tab Working with HTML For
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Working With Polls • ”Viewing a
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NOTE NOTE 4. The New Form screen ap
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Working with HTML Forms 4. The Work
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NOTE . Working with HTML Forms When
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Using the Document Management Funct
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Microsoft Office and Open Office Do
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Security Open Office Files Software
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Document Management Menu Option Usi
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Choice Description Using the Docume
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Field Description Using the Documen
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NOTE The Work Offline Option NOTE U
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Creating a New Open Office File Usi
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Editing Open Office Files Using the
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Editing a Managed File Using the Do
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Page 273 and 274:
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Deleting a Document WARNING! Approv
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Using Ektron Explorer IMPORTANT! Us
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Using Ektron Explorer For more info
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4. Click the download button. 5. Th
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Using Ektron Explorer 9. You are pr
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Using Ektron Explorer 11. The insta
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Using Ektron Explorer 3. The Ektron
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Using Ektron Explorer To display th
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Advanced Search Options Advanced se
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Menu Option Table of Options Using
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Using Ektron Explorer 2. Move the c
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NOTE Using Ektron Explorer When the
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Using Ektron Explorer Menu Option D
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Using Ektron Explorer Menu Option D
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The Options Dialog Using Ektron Exp
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Using Ektron Explorer Option Descri
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NOTE Using Ektron Explorer First, i
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Marking Content Favorite Using Ektr
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Workspace folder type Icon for fold
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Creating a Workspace Using Ektron E
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Entering Search Criteria Creating a
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Using Ektron Explorer 8. If you wan
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Using Ektron Explorer Select a stat
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Viewing a Smart Folder’s Search C
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Using Ektron Explorer Scenario Crea
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4. Click Options. 5. The Options di
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Working with Calendars The Calendar
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Accessing the View Calendar Screen
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Working with Calendars Ektron CMS40
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Field Description Working with Cale
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See Also: ”Tips on Viewing a Cale
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Working with Calendars • Where an
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NOTE 3. Click the Add Event ( ) but
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Field Description Event Title Enter
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Field Description Event Type 6. Cli
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4. Finish your edits. For documenta
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3. Click the View Events ( ) button
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Editing Recurring Events Working wi
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Deleting a Single Recurring Event W
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• ”Viewing a Task’s History
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IMPORTANT! Managing Tasks The Add b
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Field Description Managing Tasks St
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You should only select a content fo
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NOTE From this screen you can perfo
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4. The Edit Task Type screen appear
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Creating a Task from the Web Site I
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Task View Options Managing Tasks 3.
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Managing Tasks Folder Displays thes
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emailing Tasks Editing a Task Colum
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NOTE Managing Tasks Several comment
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Deleting a Task Managing Tasks 3. T
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Task Module Toolbar Managing Tasks
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Blogs Ektron CMS400.NET User Manual
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Element Description Blog Workflow T
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Field Description 4. The Add a Blog
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Blog Properties and Settings Availa
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Field Description Visibility Choose
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Adding Blog Categories NOTE Blogs A
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NOTE Removing Blog Categories NOTE
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Web Alerts 5. Click Remove next to
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Adding a Blog Roll Link NOTE Follow
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Field Description Relationship Ente
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NOTE - click Properties. 2. Click V
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NOTE Removing a Blog Roll Link To r
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Function Permissions that affect th
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NOTE Searching Blogs The following
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Unsubscribe to a Blog . Blogs 4. Se
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. 4. Select the Notification Type.
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Blog Posts on the Site • ”Delet
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Item Description Editor Information
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WARNING! Adding a Blog Post NOTE NO
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Editing a Blog Post NOTE IMPORTANT!
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Blog Comments WARNING! 7. Click OK
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Field Description Moderate Comments
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The Comment Form NOTE See ”Contro
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NOTE Adding a Comment NOTE . This l
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Deleting a Comment Approving a Comm
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Step Windows Live Writer Setup Scre
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Step Windows Live Writer Setup Scre
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Personalizing a Web Page IMPORTANT!
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Personalizing a Web Page Personaliz
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Editing Sequence Personalizing a We
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Editing Content Personalizing a Web
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NOTE Adding Content Personalizing a
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Deleting Content Personalizing a We
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The Page Catalog Personalizing a We
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Working with Collections Web Site N
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Page 451 and 452:
Viewing a Collection To view a coll
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• ID number • template Collecti
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Field Description Working with Coll
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NOTE Working with Collections Web S
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Page 461 and 462:
Page 463 and 464:
Page 465 and 466:
Page 467 and 468:
Page 469 and 470:
NOTE Working with Menus For more in
Page 471 and 472:
Managing Menus • the Workarea, by
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Working with Menus 6. Using the fol
Page 475 and 476:
Field Description Working with Menu
Page 477 and 478:
Working with Menus With the menu ad
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Adding a Menu Item via Menus Module
Page 481 and 482:
Adding Content as a Menu Item NOTE
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Adding an External Hyperlink as a M
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Working with Menus 6. Refer to the
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Editing a Menu via its Content Fold
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• content on your Web site • li
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NOTE Working with Menus When moving
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Viewing a Menu via the Menus Module
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Reordering Menu Items Deleting a Me
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Deleting a Menu Item Working with M
Page 499 and 500:
Working with Menus 6. The Add Menu
Page 501 and 502:
Working with Menus 2. From the lang
Page 503 and 504:
Updating Your User Profile Ektron C
Page 505 and 506:
Field Description Updating Your Use
Page 507 and 508:
Field Description Updating Your Use
Page 509 and 510:
Accessing Online Manuals Online Hel
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Introduction to eWebEditPro+XML Usi
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Creating a Simple Web Page Your Fin
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NOTE Creating a Simple Web Page 5.
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Toolbar Buttons Selecting Text This
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Button Equivalent Keystroke The opt
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Button Equivalent Keystroke Edit Hy
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Button Equivalent Keystroke Registe
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Button Equivalent Keystroke Indent
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Toolbar button Form Elements Toolba
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Button Equivalent Keystroke Print S
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Removing Or Adding Menus NOTE To re
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5. Click the menu that you want to
Page 535 and 536:
Rearranging the Items on a Menu Res
Page 537 and 538:
NOTE Customizing Your Toolbar 6. A
Page 539 and 540:
The Context Sensitive Menu NOTE Thi
Page 541 and 542:
The Context Sensitive Menu Menu Opt
Page 543 and 544:
Copying from Other Applications You
Page 545 and 546:
Finding and Replacing Text NOTE 1.
Page 547 and 548:
Whole Word Match stops at Bob, not
Page 549 and 550:
NOTE Fixing Spelling Errors When yo
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3. The spell checker reviews the wo
Page 553 and 554:
Editing in Microsoft Word NOTE If y
Page 555 and 556:
Word does not support XML editing.
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Ektron CMS400.NET User Manual, Vers
Page 559 and 560:
This box and lets you insert a pict
Page 561 and 562:
Inserting a Picture from Your Compu
Page 563 and 564:
Next, the Image Explorer dialog app
Page 565 and 566:
To make this change Use this field
Page 567 and 568:
• baseline of text - the imaginar
Page 569 and 570:
Editing the Picture’s Title NOTE
Page 571 and 572:
Deleting a Picture All inserted fil
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WebImageFX looks similar to eWebEdi
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File Menu Options Toolbar Button Co
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Image Menu Options Toolbar Button C
Page 579 and 580:
Dialog Box Brightness Standard Tool
Page 581 and 582:
Choose Font Standard Toolbar Button
Page 583 and 584:
Contrast Standard Toolbar Button De
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Delete Standard Toolbar Button Desc
Page 587 and 588:
Exit without Save Standard Toolbar
Page 589 and 590:
Description Line Displays informati
Page 591 and 592:
Oval Standard Toolbar Button Descri
Page 593 and 594:
Polygon Standard Toolbar Button Des
Page 595 and 596:
Redo Standard Toolbar Button Descri
Page 597 and 598:
Dialog Box NOTE Save As Standard To
Page 599 and 600:
Text Standard Toolbar Button Descri
Page 601 and 602:
Twain Acquire Standard Toolbar Butt
Page 603 and 604:
Description Zoom Out Standard Toolb
Page 605 and 606:
Creating a Table To create a table,
Page 607 and 608:
Inserting a Table within a Table NO
Page 609 and 610:
The following table lists the menu
Page 611 and 612:
Field(s) Lets you specify For more
Page 613 and 614:
Field(s) Lets you specify For more
Page 615 and 616:
Manipulating Your Table’s Format
Page 617 and 618:
NOTE Specifying Table Width 2. Righ
Page 619 and 620:
Setting Table Width by Percentage T
Page 621 and 622:
Setting Table Width by Pixels If yo
Page 623 and 624:
Table Backgrounds If you specify ri
Page 625 and 626:
2. A large question mark appears ne
Page 627 and 628:
Deleting a Background Image Setting
Page 629 and 630:
Assigning Border Size 2. A large qu
Page 631 and 632:
Working with Table Cells NOTE Along
Page 633 and 634:
Deleting a Cell 1. Move the cursor
Page 635 and 636:
4. Click the Border Color field on
Page 637 and 638:
Specifying a Background Image for a
Page 639 and 640:
Spanning Rows or Columns 2. A large
Page 641 and 642:
Aligning Text Within a Cell If you
Page 643 and 644:
Setting Vertical Alignment In the C
Page 645 and 646:
Merging Two Cells 2. Right click th
Page 647 and 648:
Setting Cell Padding and Spacing As
Page 649 and 650:
Using Bookmarks Creating a Bookmark
Page 651 and 652:
9. If desired, you can use the Targ
Page 653 and 654:
Using Hyperlinks NOTE Creating a Hy
Page 655 and 656:
2. Click the Hyperlink button ( ).
Page 657 and 658:
Editing a Hyperlink To create a hyp
Page 659 and 660:
Working with HTML eWebEditPro+XML c
Page 661 and 662:
Cleaning Source Code 1. Place the c
Page 663 and 664:
Using Ektron CMS400.NET’s Wiki Fe
Page 665 and 666:
NOTE • Use the New Content tab to
Page 667 and 668:
Creating a Wiki Link Using Square B
Page 669 and 670:
Section 508 Compliance This section
Page 671 and 672:
If your Webmaster has given you acc
Page 673 and 674:
Information Where applied For more
Page 675 and 676:
Accessibility Dialog Respond to the
Page 677 and 678:
The following explains how to respo
Page 679 and 680:
Inserting Comments within Content W
Page 681 and 682:
Viewing a Comment Adding Another Co
Page 683 and 684:
Working with the Math Expression Ed
Page 685 and 686:
The middle section of the toolbar c
Page 687 and 688:
Accessibility and the Mathematical
Page 689 and 690:
Moving the Cursor As an example, he
Page 691 and 692:
Generating Content Markup MathML ca
Page 693 and 694:
• Confusion over the symbol “d
Page 695 and 696:
• Confusion over function applica
Page 697 and 698:
Cursor Shapes Math Cursor When you
Page 699 and 700:
Keyboard Input Template Blanks When
Page 701 and 702:
Invisible Multiplication Text Token
Page 703 and 704:
Shortcut Key +L, +B, + _ +H, +P, +^
Page 705 and 706:
Appendix A: Content Statuses Append
Page 707 and 708:
Checked-In Content Appendix A: Cont
Page 709 and 710:
Submitted Content Appendix A: Conte
Page 711 and 712:
Button Name Description Pending Sta
Page 713 and 714:
Appendix B: Macintosh Support for E
Page 715 and 716:
Word Count Button: None Find Cut Me
Page 717 and 718:
Insert Table Button: Menu: Insert >
Page 719 and 720:
Page 721 and 722:
Page 723 and 724:
Index 508 compliance 651 A about eW
Page 725 and 726:
content, toolbar button 58, 59 fold
Page 727 and 728:
inserting into content 143 overwrit
Page 729 and 730:
insert, toolbar button 509 table pr
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