Ektron CMS400.NET User Manual

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Editing a Form.......................................................................... 210 Deleting a Form........................................................................ 212 View Form Toolbar................................................................... 212 Creating Polls and Surveys .................................................... 214 Using the Document Management System... 222 Supported Types of Assets..................................................... 223 Security..................................................................................... 224 Software Requirements........................................................... 224 Working with Microsoft Office Documents............................ 227 Importing Office Documents................................................... 230 Working with Managed Files................................................... 253 Asset Workflow........................................................................ 258 Asset Reports........................................................................... 259 Working with Calendars.................................. 261 Understanding Calendars ....................................................... 263 Accessing the View Calendar Screen .................................... 264 Viewing a Calendar.................................................................. 269 Tips on Viewing a Calendar .................................................... 271 Adding a Calendar Event ........................................................ 273 Viewing a Calendar Event ....................................................... 280 Editing Calendar Events..........................................................282 Deleting Calendar Events........................................................ 284 Managing Tasks............................................... 286 Creating a Task via the Task Folder ....................................... 287 Creating a Task from the Web Site......................................... 299 Creating a Task via the Content Folder ................................. 299 Viewing a Task ......................................................................... 300 Editing a Task........................................................................... 305 Adding Comments to Tasks.................................................... 306 Deleting a Task......................................................................... 309 Viewing a Task’s History ......................................................... 310 Task Module Toolbar ............................................................... 311 Blogs................................................................. 312 Adding a Blog .......................................................................... 316 Ektron CMS400.NET User Manual, Version 7.5 iv
Blog Properties ........................................................................ 318 Language Support ................................................................... 336 Deleting a Blog......................................................................... 336 Searching Blogs ...................................................................... 337 Subscribing/Unsubscribing to a Blog.................................... 337 Blog Posts ................................................................................ 341 Blog Comments ....................................................................... 350 Adding or Editing Blog posts with Windows Live Writer..... 358 Personalizing a Web Page.............................. 363 Layout of a Personalization Page .......................................... 364 Personalizing a Web Page ...................................................... 365 The Page Catalog..................................................................... 375 My Workspace ................................................. 377 Documents ............................................................................... 379 Messaging ................................................................................ 390 Message Board ........................................................................ 397 Colleagues................................................................................ 400 Community Groups ................................................................. 412 Favorites................................................................................... 415 Photos....................................................................................... 417 Web Site Navigation Aids ............................... 424 Working with Collections ...............................................424 Finding Collections ................................................................. 425 Viewing a Collection................................................................ 428 Creating a Collection............................................................... 430 Editing Content in a Collection .............................................. 438 Reordering Collections List.................................................... 439 Editing Collection Information ............................................... 439 Deleting a Collection ............................................................... 440 Working with Collections in a Multi-Language System ....... 440 Comparison of Collections, Menus, Taxonomy, and the List Summary Features .................................................................. 442 Working with Menus .......................................................444 The Structure of Menus and Menu Items............................... 446 Ektron CMS400.NET User Manual, Version 7.5 v
Page 1 and 2: Ektron CMS400.NET User Manual Versi
Page 3 and 4: EKTRON, INC. SOFTWARE LICENSE AGREE
Page 5 and 6: What’s New in the 7.5 Release Wha
Page 7 and 8: What’s New in the 7.5 Release •
Page 9 and 10: Securing Ektron CMS400.NET Security
Page 11 and 12: ServerControlWS.asmx password to Bu
Page 13 and 14: Table of Contents What’s New in t
Page 15: The View Content Difference Screen
Page 19 and 20: Deleting a Table ..................
Page 21 and 22: Using Bookmarks....................
Page 23 and 24: Introduction to Ektron CMS400.NET W
Page 25 and 26: Introduction to Ektron CMS400.NET Y
Page 27 and 28: Introduction to Ektron CMS400.NET B
Page 29 and 30: Types of Content Introduction to Ek
Page 31 and 32: Editing Content Finding Content The
Page 33 and 34: Logging In and Out Prerequisites Lo
Page 35 and 36: Site Preview Button Appearance Togg
Page 37 and 38: The Workarea and Smart Desktop Acce
Page 39 and 40: The Workarea and Smart Desktop CMS4
Page 41 and 42: NOTE The Workarea and Smart Desktop
Page 43 and 44: From the Smart Desktop, you can als
Page 45 and 46: The Workarea and Smart Desktop 2. W
Page 47 and 48: Sending Instant Email The Workarea
Page 49 and 50: Modifying Instant eMail The Workare
Page 51 and 52: Working with Folders and Content In
Page 53 and 54: Each folder lists the following inf
Page 55 and 56: Menu Option Lets you create or uplo
Page 57 and 58: Menu option Lets you For more infor
Page 59 and 60: Dropdown Menu Options Viewing a Fol
Page 61 and 62: Force Check In Only appears if user
Page 63 and 64: Viewing Content 5. Continue reading
Page 65 and 66: Button or Tab Properties tab NOTE A
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Button or Tab View (language) Add -
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Viewing Content Once the content ar
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Adding HTML Content 2. Click View >
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Button Name Description Publish Pub
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NOTE NOTE Editing HTML Content If y
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5. The editor opens with the conten
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Deleting Content NOTE NOTE Deleting
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4. The following message appears. 5
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Button Name Description Workarea To
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Button Name Description Publish Sav
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Scheduling Content to Begin and End
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NOTE Scheduling Content to Begin an
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NOTE Scheduling Content to Begin an
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Option Can site visitors view conte
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Adding a Content Summary Adding a C
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Adding a Content Summary 6. 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 If the r
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Entering Title and Keywords NOTE Se
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Approving/Declining Content Approvi
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Approve/Decline One Content Item Ap
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Approving/Declining Content 4. To c
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First Approver Approving/Declining
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Approving/Declining Content EditorI
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Approving/Declining Content Ektron
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Tab Shows this content IMPORTANT! E
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• highlighting in yellow added co
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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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• A Web page Viewing and Restorin
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Viewing and Restoring Previous Cont
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With XSLT Without XSLT Viewing and
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The Workarea search has two tabs: T
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Search Screen Option Documents •
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• proximity of search term to beg
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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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Library Folder 4. The sub-folders a
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3. The screen displays the followin
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The fields are described below. Lib
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Field Description NOTE Displaying S
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• ”Copying Files to the Library
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Viewing Files Field Description Lib
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Editing a File Overwriting Files NO
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Library Link Searching Library Fold
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Adding a Library File to Content NO
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Images Adding Hyperlinks Viewing Hy
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Quicklinks and Forms Library Folder
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Library Folder 6. Click the Update
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Working with HTML Forms This chapte
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Creating a New Form NOTE NOTE Worki
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Working with HTML Forms •Display
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Working with HTML Forms To modify a
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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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Fields on the Password Dialog Field
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Fields on the Textarea Dialog Field
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Inserting a Choices Field Working w
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Field Description Descriptive Name
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Inserting a Select List Field Worki
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Field Description Working with HTML
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Working with HTML Forms 1. Place a
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Assigning a Task to a Form Note Wor
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Working with HTML Forms email Autom
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• a checkbox that lets you delete
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List of Submitted Values • a chec
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• - description of the form •
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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 Working with HTML Forms T
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Working with HTML Forms 10. Once pu
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Working with HTML Forms •Title -
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Supported Types of Assets EXCEPTION
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Installing FireFox Plug In Using th
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Using the Document Management Syste
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NOTE Using the Document Management
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Drag and drop into CMS400.NET, from
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NOTE 5. The following screen appear
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NOTE You can only import files from
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NOTE 10. The following screen appea
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WARNING! Using the Document Managem
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Saving an Office Document Using the
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Menu option Edit Overwrite a manage
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Deleting a Managed File NOTES Using
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See Also: Approving Assets • ”A
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Working with Calendars Working with
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Understanding Calendars Working wit
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NOTE 2. Click the Calendars folder.
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Field Description Working with Cale
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Field Description Viewing a Calenda
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Working with Calendars From the Vie
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Adding a Calendar Event NOTE NOTE N
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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 1.
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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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Property or Setting Available When
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Field Description Metadata Blogs Ta
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NOTE NOTE Editing Blog Subjects NOT
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NOTE NOTE 5. Click Remove Last Subj
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NOTE The Blog Roll • Review text
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Field Description Relationship Ente
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NOTE 3. Click the Edit Properties b
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NOTE To remove any blog roll link o
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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 A messa
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Blog Posts Blogs 4. Select the Noti
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Item Description Title The headline
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See Also: ”Blog Posts” on page
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Blogs 3. If the user creating the p
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Deleting a Blog Post NOTE NOTE Blog
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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 lea
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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 Minimizing a Conte
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The Page Catalog Personalizing a We
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My Workspace My Workspace A communi
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Documents • Message Board - see
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2. Click the Manage Folder Button (
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Deleting a Folder in My Workspace >
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Creating HTML Content in My Workspa
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My Workspace Moving and Copying Con
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My Workspace 8. A dialog box appear
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. My Workspace In the Workarea, Mes
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From the Inbox, you can: • view a
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4. Click the Reply button ( ). 5. T
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Message Board My Workspace The Mess
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My Workspace • Avatar - an image
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Managing Existing Colleagues To man
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My Workspace To invite a non-site u
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Performing a Basic User Search My W
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My Workspace filter. In the tags fi
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My Workspace 1. Search for a user a
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My Workspace 2. Place a check mark
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My Workspace • view community gro
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My Workspace 3. Click the Accept Co
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Photos My Workspace 5. Click OK to
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My Workspace 2. Click the folder’
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3. Click the Add Image button ( ).
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4. Click the Share Folder button (
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NOTE Finding Collections Working wi
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NOTE NOTE Column Title Description
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Working with Collections The screen
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Note Adding a Collection NOTE •
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NOTE Working with Collections the c
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NOTE Working with Collections • c
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NOTE 9. Create the content. Working
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Reordering Collections List Working
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• a foreign edition of an existin
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Display additional content informat
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NOTE Working with Menus For more in
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Managing Menus • the Workarea, by
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Working with Menus 6. Using the fol
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Field Description Working with Menu
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Adding a Menu via the Menus Module
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NOTE Working with Menus 3. In the V
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NOTE WARNING! Working with Menus 1.
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NOTE Working with Menus 1. Follow t
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Assign this type of content to the
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NOTE 5. Click Edit from the popup m
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• navigation link on a Web page S
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Viewing a Menu Working with Menus 1
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2. The Menus Report screen displays
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Deleting a Menu Working with Menus
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NOTE Working with Menus When moving
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These capabilities are described in
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Ektron CMS400.NET System Management
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Field Description Updating Your Use
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Field Description Updating Your Use
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Online Help Accessing Online Help O
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NOTE 1. Access the Workarea. 2. Fro
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NOTE eWebEditPro+XML Toolbar Introd
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Using eWebEdit400 Introduction to e
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Button Equivalent Keystroke Select
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Button Equivalent Keystroke Italic
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Button Equivalent Keystroke Insert
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Copying from Other Applications You
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Finding Text Finding and Replacing
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Considering the Case of a Search Te
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Checking Spelling NOTE The Spelling
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Checking Spelling • If you want t
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Working with Images 4. From the fol
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• border width • border color
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Field Description Working with Imag
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Setting a Border regular size enlar
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To align Click this Alignment optio
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Using Bookmarks Creating a Bookmark
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Using Bookmarks If you leave the Ta
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Using Hyperlinks NOTE Use hyperlink
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Testing a Hyperlink Using Hyperlink
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Editing a Hyperlink Removing a Hype
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Inserting email Links You can easil
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Working with HTML Viewing and Editi
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Working with Tables Creating a Tabl
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3. Click the mouse. At this point,
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Modifying Table Properties Working
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Accessibility Lets you assign acces
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Working with Tables Alternatively,
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NOTE Working with Tables To set the
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Specifying Table Width or Height by
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Alignment Example center Working wi
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3. Select Set Table Properties. 4.
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Then, click the top left choice (ci
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Setting Table Borders Border type U
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1. Click the question mark in the t
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NOTE Working with Tables 5. Use the
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Modifying a Single Cell Modifying S
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Deleting a Cell Working with Table
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5. A color selection box appears. 6
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Spanning More than One Row or Colum
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Splitting a Cell To set cell alignm
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Word Wrap Working with Table Cells
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Assigning Cell Padding and Spacing
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Accessibility Dialog 4. Click Set T
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Working with Table Cells 1. Select
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Working with HTML Forms This chapte
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NOTE NOTE NOTE Working with HTML Fo
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Composing the Postback Message Work
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Working with HTML Forms To modify a
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Working with HTML Forms 3. Choose w
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Chart Type Description Sample Combi
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The Form Toolbar Options Adding a F
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Button or Tab Description Working w
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Inserting a Checkbox Field Fields o
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3. Click the Text field button ( ).
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Fields on the Text Field Dialog - V
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Option Characteristics of Valid Res
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Option Characteristics of Valid Res
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NOTE - maximum length (usually for
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Working with HTML Forms 7. Click Ma
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Inserting a Choices Field Working w
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Field Description Inserting a Calen
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Field Description Fields on the Cal
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Toolbar Button Working with HTML Fo
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Implementing a Form on a Web Page A
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Task Information Working with HTML
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NOTE Working With Polls Working wit
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NOTE NOTE Working with HTML Forms
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Working with HTML Forms 10. Once pu
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Working with HTML Forms 5. Choose B
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Using eWebEditPro+XML Introduction
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Creating a Sample Web Page To creat
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Changing the Size of Text Creating
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Toolbar Buttons • To select a sin
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Button Equivalent Keystroke Copy Pa
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Button Equivalent Keystroke Data De
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Button Equivalent Keystroke Backgro
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Button Function Below Text Text Dir
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Miscellaneous Toolbar Button Equiva
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Customizing Your Toolbar The eWebEd
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Removing or Adding Menu Items NOTE
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Using the Customize Toolbar Dialog
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2. Right click the mouse. 3. A drop
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Changing the Menu’s Orientation T
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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 8. When d
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Inserting Images To insert a pictur
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Inserting Images You can also acces
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Inserting Images Pictures that you
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NOTE Inserting Images 3. Click in t
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You can also use the Picture Proper
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Aligning the Picture dialog box. He
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To align Click this in the Alignmen
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Inserting Images For information ab
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Editing Images NOTE Using WebImageF
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Saving the Image Editing Images Onc
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Toolbar Button View Menu Options To
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Annotation Menu Options Toolbar But
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Choose Color Standard Toolbar Butto
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Color Depth Standard Toolbar Button
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Copy Standard Toolbar Button Descri
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Dialog Box Exit Standard Toolbar Bu
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Horizontal Flip Standard Toolbar Bu
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Open Standard Toolbar Button Descri
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Dialog Box Paste as New Image Stand
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Rectangle Standard Toolbar Button D
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Rotate Standard Toolbar Button Desc
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Dialog Box Select Standard Toolbar
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Editing Images The following table
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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 When creating a ta
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Table Dialog Boxes and Menus This s
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The Table Properties Dialog Box Tab
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The Cell Properties Dialog Box Tabl
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Table Dialog Boxes and Menus All it
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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 Ma
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the Width field. Specifying Horizon
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Specifying a Table’s Background C
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Specifying a Background Image for a
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Inserting a Cell Working with Table
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Before After Setting a Cell’s Bor
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Working with Table Cells 2. Click T
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Working with Table Cells • If the
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Spanning More than One Row or Colum
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Setting Vertical Alignment Working
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Splitting a Cell 6. Click your choi
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Word Wrap 2. Click the Insert Table
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Assigning Cell Spacing Working with
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1. Select the bookmark text or imag
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Changing the Destination Window Usi
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Using a Quicklink Using Hyperlinks
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Testing a Hyperlink Using Hyperlink
Page 795 and 796:
Removing a Hyperlink Using Hyperlin
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Working with HTML 2. The HTML code
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Inserting Content from MS Office Wo
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Using the Wiki Button Using Ektron
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Using Ektron CMS400.NET’s Wiki Fe
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Using Ektron CMS400.NET’s Wiki Fe
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Using eWebEditPro+XML without a Mou
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Section 508 Tables Section 508 Comp
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NOTE 3. Click the Tables button ( )
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Section 508 Compliance After you co
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Field Description Section 508 Compl
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WARNING! Inserting Comments within
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Inserting Comments within Content 1
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Letter Border Color D Pending Delet
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Appendix A: Content Statuses Button
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Submitted Content Appendix A: Conte
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Button Name Description The table b
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Index Note: All eWebEdit400 entries
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document, document management featu
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emoving 773 testing 771 to a bookma
Page 835 and 836:
searchable properties creating 79 e
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