Ektron CMS400.NET User Manual

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The Lifecycle of Content Introduction to Ektron CMS400.NET After you edit content, you typically submit it for approval to one or more individuals who oversee changes to your Web site. These people can review, edit and approve the change. When the last approver signs off, the new content becomes available on the Web site. In some cases, you are one of the content approvers. In this case, you receive an email notifying you that content needs approval. You look it over, change it as needed, then pass it on to the next approver. If you do not agree with the changes, you can decline the request. In this case, the user who made the edits is informed that the change is not approved. The following graphic illustrates the content approval cycle. To help track content’s position in this workflow, Ektron CMS400.NET assigns a status to each content item. The status determines what you can do with it, and indicates what must occur in order for it to get published to the Web site. For more information, see ”Appendix A: Content Statuses” on page 798. Ektron CMS400.NET User Manual, Version 7.5 10
Logging In and Out Prerequisites Logging In and Out This section explains how to log in and out of Ektron CMS400.NET, and to use the site preview feature through the following subtopics. • ”Prerequisites” on page 11 • ”Logging into the Sample Web Site” on page 11 • ”Site Preview” on page 13 • ”Logging Out of the Sample Site” on page 14 Once your Webmaster or administrator installs Ektron CMS400.NET, you need the following items before you can use it. • URL (Web address) of Ektron CMS400.NET Web site • Username and password Once you acquire both, you can log into Ektron CMS400.NET and begin managing Web site content. Logging into the Sample Web Site To access the Ektron CMS400.NET sample site, follow these steps. 1. In your Web browser, navigate to the URL of your Ektron CMS400.NET Web site. Your system administrator provides this. 2. Click the Login button on the screen. Ektron CMS400.NET User Manual, Version 7.5 11
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 and 16: The View Content Difference Screen
Page 17 and 18: Blog Properties ...................
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: Editing Content Finding Content The
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
Page 67 and 68: Button or Tab View (language) Add -
Page 69 and 70: Viewing Content Once the content ar
Page 71 and 72: Adding HTML Content 2. Click View >
Page 73 and 74: Button Name Description Publish Pub
Page 75 and 76: NOTE NOTE Editing HTML Content If y
Page 77 and 78: 5. The editor opens with the conten
Page 79 and 80: Deleting Content NOTE NOTE Deleting
Page 81 and 82: 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
Page 517 and 518:
Button Equivalent Keystroke Insert
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Copying from Other Applications You
Page 521 and 522:
Finding Text Finding and Replacing
Page 523 and 524:
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
Page 619 and 620:
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
Page 635 and 636:
Toolbar Button Working with HTML Fo
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Implementing a Form on a Web Page A
Page 639 and 640:
Task Information Working with HTML
Page 641 and 642:
NOTE Working With Polls Working wit
Page 643 and 644:
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
Page 761 and 762:
Specifying a Table’s Background C
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Specifying a Background Image for a
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Page 767 and 768:
Page 769 and 770:
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
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Removing a Hyperlink Using Hyperlin
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Working with HTML 2. The HTML code
Page 799 and 800:
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
Page 819 and 820:
Inserting Comments within Content 1
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Letter Border Color D Pending Delet
Page 823 and 824:
Appendix A: Content Statuses Button
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Submitted Content Appendix A: Conte
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Button Name Description The table b
Page 829 and 830:
Index Note: All eWebEdit400 entries
Page 831 and 832:
document, document management featu
Page 833 and 834:
emoving 773 testing 771 to a bookma
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searchable properties creating 79 e
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