Ektron CMS200/300 User Manual

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Introduction to Ektron CMS200/300 Introduction to Ektron CMS200/ 300 What is a Content Block? Using Ektron CMS200/300 to manage Web content is easy once you know the basics of setting up and maintaining your site. This manual explains how to maintain an Ektron CMS200/300 site from a user’s point of view. By reading this manual, you will gain an understanding of how Ektron CMS200/300 works. This section introduces basic concepts that you should understand before beginning to work with Ektron CMS200/300. Any Web site consists of several pages. Each page is made up of one or more blocks of content. For example, the home page of the sample Web site that is installed with Ektron CMS200/300 is below. After you log in to Ektron CMS200/300, you will see that the page has three content blocks, each surrounded by a border. Ektron CMS200/300 User Manual, Version 4.5, Revision 3 1
Introduction to Ektron CMS200/300 Your system administrator controls the design of each page and determines which content blocks appear in which location. If granted permission by your administrator, you can create new content blocks, and edit or delete existing ones. Most of your work with Ektron CMS200/300 involves working with content blocks. Workflow in Ektron CMS200/300 Organizations typically want a Web site that is updated frequently with the latest information. They also want to decentralize the updating process, so that users with no technical background from any department can make changes. Further, organizations want oversight over those changes to ensure the accuracy of the information, that the content adheres to corporate guidelines, etc. Ektron CMS200/300 manages the lifecycle of a content block, from creation through approval and publication. It helps your organization set up a process for overseeing changes to a Web site, indicate a content block’s status within that lifecycle, and inform the next person on the list of approvers that it is their turn to review the content block. Ektron CMS200/300 User Manual, Version 4.5, Revision 3 2
Page 1 and 2: Ektron CMS200/300 User Manual Versi
Page 3 and 4: EKTRON, INC. SOFTWARE LICENSE AGREE
Page 5 and 6: Table of Contents Author’s Note .
Page 7 and 8: Finding Collections ...............
Page 9 and 10: Introduction to Tables.............
Page 11: Author’s Note Author’s Note Thi
Page 15 and 16: Introduction to Ektron CMS200/300 T
Page 17 and 18: Logging In and Out Prerequisites NO
Page 19 and 20: Site Preview Toggling Site Preview
Page 21 and 22: 2. The Logout confirmation box appe
Page 23 and 24: Button Name Description More Inform
Page 25 and 26: The Workarea The Workarea The Worka
Page 27 and 28: The right frame displays The Workar
Page 29 and 30: ”Modify the Display of Top Level
Page 31 and 32: The Workarea To minimize the left f
Page 33 and 34: Workarea Toolbar The Workarea When
Page 35 and 36: Button Name Description Delete Cont
Page 37 and 38: Button Name Description The Workare
Page 39 and 40: Working with Folders and Content Bl
Page 45 and 46: Field Description Start Date When t
Page 47 and 48: Adding a Content Block Working with
Page 51 and 52: NOTE Editing a Content Block submit
Page 53 and 54: Deleting a Content Block NOTE Worki
Page 57 and 58: Deleting Folders NOTE CAUTION! Fiel
Page 59 and 60: Scheduling Content to Begin and End
Page 61 and 62: The content block already exists Ea
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Scheduling Content to Begin and End
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Creating Summaries There are two wa
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Creating a Summary for an Existing
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NOTE Adding a Content Block Summary
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NOTE Adding or Editing Metadata 1.
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Approving/Declining Content Blocks
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3. Click Approvals. Approving/Decli
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Button Name Result of Clicking Appr
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Approving Several Content Blocks To
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NOTE First Approver Emails are only
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Field Description Approving/Declini
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At this point, the following events
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This window has two sides: Viewing
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Comparing Versions of a Content Blo
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Toolbar View content tabs Each area
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Comparing Versions of a Content Blo
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View Description To switch between
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NOTE Administrator Workarea 3. From
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Viewing/Editing Content Blocks on t
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Checked In Report Administrator Wor
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Pending Start Date Expired Content
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Accessing The Library Library Folde
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Library Folder 3. The library prope
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Files NOTE Field Description Librar
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4. Click the Add Library button ( )
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Button Name Description Viewing Fil
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Field Description The table below d
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Overwriting Files NOTE Library Fold
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Library Folder 1. Invoke the editor
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NOTE NOTE Library Folder If the fil
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Viewing Images Editing Image Titles
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Field Description Last Edit Date Th
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Finding Collections ”Creating a C
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Finding a Collection Using the Coll
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Viewing a Collection Administrator
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Administrator Workarea Button Name
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Field Description 4. Complete the s
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Administrator Workarea 1. Access th
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NOTE Administrator Workarea 7. Chec
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Administrator Workarea 11. Check of
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Administrator Workarea 5. Click the
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Working with Calendars Administrato
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Understanding Event Types Administr
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NOTE Administrator Workarea 3. The
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Administrator Workarea The followin
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3. The calender appears. Administra
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NOTE Administrator Workarea Folder
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NOTE Administrator Workarea For inf
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4. Finish your edits. For documenta
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5. The add new content screen appea
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4. Click Delete ( ). 5. A confirmat
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Updating Your User Profile 1. Acces
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Updating Your User Profile 6. The E
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Administrator Workarea 1. Access yo
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NOTE Administrator Workarea Your co
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All the Words NOTE Any of the Words
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3. Click the Tasks folder. Two subf
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Field Description Status Choose a s
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Editing a Task 3. Click the task th
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Administrator Workarea Several comm
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Deleting A Task Administrator Worka
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Introduction to eWebeditPro+XML eWe
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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 (Intern
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Button Equivalent Keystroke Upload
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Button Equivalent Keystroke Font St
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Button Function Move to Back Move F
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Toolbar Buttons When you do, a dial
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Button Function Password Textarea f
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Button Function File Upload Inserts
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Removing Or Adding Menus NOTE To re
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5. Click the menu that you want to
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4. The Toolbar Customization dialog
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Customizing Your Toolbar 3. Drag th
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The Context Sensitive Menu Menu Opt
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Using eWebeditPro+XML’s Advanced
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Finding and Replacing Text NOTE Fin
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To search from the cursor location
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Checking Spelling The eWebeditPro+X
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The Spelling Dialog Box The Spellin
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Checking Spelling Specifically, you
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Editing in Microsoft Word 9. If you
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Inserting Images To insert a pictur
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Inserting Images to which your comp
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NOTE Inserting Images You can only
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The Picture Properties Dialog Box Y
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Setting a Border regular size enlar
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To align Click this in the Alignmen
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Editing the Picture’s Title NOTE
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Deleting a Picture If you want to d
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Editing Images WebImageFX looks sim
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File Menu Options Toolbar Button Ed
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Image Menu Options Toolbar Button E
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Dialog Box Brightness Standard Tool
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Dialog Box Choose Font Standard Too
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Contrast Standard Toolbar Button De
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Delete Standard Toolbar Button Desc
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Exit without Save Standard Toolbar
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Description Line Displays informati
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Oval Standard Toolbar Button Descri
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Polygon Standard Toolbar Button Des
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Reset Zoom Ratio Standard Toolbar B
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Dialog Box NOTE Save As Standard To
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Text Standard Toolbar Button Descri
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Thumbnail Standard Toolbar Button D
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Undo Standard Toolbar Button Descri
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Introduction to Tables Sometimes, t
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Deleting a Table width horizontal a
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Table Dialog Boxes and Menus This s
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Table Dialog Boxes and Menus Menu O
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The Cell Properties Dialog Box Tabl
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The Table Context Sensitive Menu Ta
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Table Dialog Boxes and Menus Menu O
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Manipulating Your Table’s Format
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NOTE Manipulating Your Table’s Fo
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Specifying Table Width by Pixels Se
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Alignment Example center Manipulati
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Manipulating Your Table’s Format
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Setting Table Borders Assigning Bor
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Assigning Border Size Manipulating
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Working with Table Cells NOTE Along
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Inserting a Cell 4. The Cell Proper
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After Setting a Cell’s Border Col
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Specifying a Cell’s Background Co
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To insert an image into a cell, fol
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Spanning Rows or Columns Working wi
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Working with Table Cells 4. The Cel
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Working with Table Cells justify -
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Setting Vertical Alignment 5. Click
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Working with Table Cells 4. The Cel
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Merging Two Cells 2. Right click th
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Working with Table Cells To turn Wo
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Assigning Cell Spacing Working with
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Using Bookmarks bookmark, the place
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Using Bookmarks The possible values
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Using a Quick Link Using Hyperlinks
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Testing a Hyperlink Using Hyperlink
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Editing a Hyperlink Removing a Hype
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Working with HTML appears in which
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2. Click Clean HTML code from the m
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Using eWebeditPro+XML without a Mou
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Section 508 Tables WARNING! Section
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Section 508 Compliance 4. The Secti
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Editing XML Web Pages NOTE A Typica
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Custom Tag Menu Options Inserting X
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The Custom Tag Attributes Dialog Ed
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Editing XML Web Pages 4. Press OK t
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NOTE Editing XML Web Pages 3. Enter
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NOTE Using the Data Designer Note t
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Design Mode vs. Data Entry Mode Des
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Field type Butto n Checkbox User’
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NOTE Using the Data Designer 1. Sig
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Now, the screen looks like this. Us
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NOTE Using the Data Designer 6. The
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Advantages of Grouping Fields Dialo
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Checkbox ( ) Dialog Box Fields on t
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Dialog Box Using the Data Designer
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Field Description Using the Data De
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Resizing a Plain Text Field Rich Ar
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Choices ( ) Field Description Displ
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Field Description Using the Data De
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Dialog Box Fields on the Select Lis
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IMPORTANT! Dialog Box Using the Dat
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Using the Formula Field Field Descr
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4. Continue replacing all variables
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Example Field Text Example Field Fo
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Example Field Text Example Field Fo
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Dialog Box Using the Data Designer
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NOTE Dialog Box Using the Data Desi
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Dialog Box Fields on the File Link
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NOTE The Allow Field Using the Data
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NOTE NOTE - whole number - decimal
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Using the Data Designer This dialog
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Using the Data Designer 7. Since yo
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To enter a comment, follow these st
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Active Content Checked-In Content A
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Submit/Publish Submit the content b
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Appendix A: Content Statuses the co
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Button Name Description Pending Sta
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