Ektron CMS200/300 User Manual

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Setting an End Date on a Content Block .................................50 Adding a Content Block Summary ..................................53 Creating Summaries..................................................................54 Adding or Editing Metadata..............................................59 What is Metadata? .....................................................................59 Approving/Declining Content Blocks..............................62 Approve/Decline One Content Block .......................................63 Approve Multiple Content Blocks ............................................66 Example of an Approval Chain.................................................68 Viewing and Restoring Previous Content Blocks ..........81 Comparing Versions of a Content Block.........................84 Introduction................................................................................84 When Can I Compare Content? ................................................84 The Compare Content Window.................................................85 First Use of the View Content Difference Feature ..................90 Content Workflow Reports ...............................................91 Accessing the Reports Folder ..................................................91 Approvals Reports.....................................................................95 Checked In Report .....................................................................96 Checked Out Report ..................................................................97 New Content Report ..................................................................97 Submitted Report.......................................................................97 Pending Start Date.....................................................................98 Expired Content .........................................................................98 Library Folder ....................................................................99 Terms Used in this Chapter ......................................................99 Accessing The Library ............................................................100 Searching the Library..............................................................102 Files...........................................................................................104 Hyperlinks ................................................................................ 117 Images ...................................................................................... 117 Quicklinks................................................................................. 119 Working with Collections ...............................................121 Ektron CMS200/300 User Manual, Version 4.5, Revision 3 vi
Finding Collections .................................................................122 Viewing a Collection................................................................126 Creating a Collection...............................................................128 Editing Content Blocks in a Collection..................................136 Reordering Collections List....................................................137 Editing Collection Information ...............................................138 Deleting a Collection ...............................................................139 Working with Calendars .................................................140 Understanding Calendars .......................................................141 Accessing the List of Calendars ............................................143 Viewing a Calendar..................................................................147 Viewing a Calendar Event .......................................................149 Adding a Calendar Event ........................................................151 Adding a New Content Block for a Calendar Event..............156 Editing Calendar Events..........................................................159 Deleting Calendar Events........................................................161 Updating Your User Profile.............................................163 Viewing Your Profile ................................................................163 Accessing Online Help ...................................................167 Searching for Content.....................................................171 Search Options ........................................................................171 Managing Tasks...............................................................173 Accessing the Tasks Folder....................................................173 Creating a Task ........................................................................175 Viewing a Task .........................................................................177 Editing a Task...........................................................................178 Adding Comments to Tasks....................................................179 Deleting A Task ........................................................................182 Attaching a Task to a Content Block......................................183 Task Module Toolbar ...............................................................184 Introduction to eWebeditPro+XML ................................186 Using eWebeditPro+XML ...................................................................... 187 Organization of this Documentation ......................................187 Creating a Simple Web Page..........................................188 Ektron CMS200/300 User Manual, Version 4.5, Revision 3 vii
Page 1 and 2: Ektron CMS200/300 User Manual Versi
Page 3 and 4: EKTRON, INC. SOFTWARE LICENSE AGREE
Page 5: Table of Contents Author’s Note .
Page 9 and 10: Introduction to Tables.............
Page 11 and 12: Author’s Note Author’s Note Thi
Page 13 and 14: Introduction to Ektron CMS200/300 Y
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
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Deleting Folders NOTE CAUTION! Fiel
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Scheduling Content to Begin and End
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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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