Tuesday | November 29th, 2016

9:00AM – 11:00AM

Eric T Tarasewicz | (C) Systems Global

Creating a Website From Start to Finish

Agenda

It’s easy to set up and create a stunning website using RiSE. Learn the basics in site setup, configuration, content management and

navigation control using the RiSE CMS.

Agenda

• Website Definition

• Sitemap / Navigation

• Content

• Content Folders

• Content Records

• Additional Topics

• Shortcuts

• Content Layouts

• RiSE Maintenance

• Demonstration (BONUS: if time allows)

Website Definition

Creating a New Website

• In the staff site: RiSE > Site Builder > Manage websites

EDIT MASTER TEXT STYLES

Creating a New Website: Options

Create a New, Empty Site

• Complete control over entire site

• No need to remove unwanted content/navigation

• Recreate (or copy/paste) navigation/content

Copying/Cloning an Existing Site

• Sample navigation and content

• Delete/hide/rename unwanted navigation

Copy “Member Responsive” Sample Site

• Select Websites > Quick Start Sites > Member Responsive

• Organize > Copy

• Select Websites

• Organize > Paste

• Name your new website

Congrats!

• You could be done

• after activating and publishing

• But wait, there’s more!

Website Information

Website Properties Tab

• Name/Title: internal use only, ease in recognizing multiple sites

• URL Name: does need to be URL friendly• No spaces or special characters (&, ?, #, etc.)

• Referred to as “Site Code”

• Description: option, for internal use

• URLs (secure): domain for the site (http: and https:)

• IIS root: check if you will have multiple sites using the same domain• Default: for each multi-site domain, one is selected as default

• Parent content folder: content folder in the Page Builder that is the ‘main’ location for content records

• Advanced: location for site-wide scripts (Google Analytics, common jQuery libraries, tracking codes, etc.)

Website Properties Tab

Website Look and Feel Tab

• Breadcrumbs: add breadcrumbs to site

• Template Content Folder: content folder that contains the content records utilized by the template (header/footer content)

• Site Theme: select from ASI-built template/themes

• Advanced:

• Select custom:

• Theme

• Master page

• Alternate master pages:

• Print

• Text-Only

• Popups

Website Look and Feel Tab

Website Navigation Areas

• Navigation Areas

• Primary

• Secondary

• Auxiliary

• Footer

• Ability to create your own Navigation Pane

• For use in template

• Special navigation element in site design

Website Navigation Areas

Website Access Settings

• Preconfigured security sets:

• Everyone

• Authenticated Users

• All Staff

• Administrators

• Other iMIS Groups

Website Access Settings

• Make Available to:

• Roles

• Groups

• Member Types

• Users

End Result

• Site created

• “Working” status

• Publish

Statuses in RiSE

• Published• And ready for the world to view it!

• Publish Pending• Submitted for publishing

• Publishing queue

• “Yellow Bar”

• Working• Changes have been made and saved

• “Red Bar”

• Archived• In recycle bin

• Expired• Navigation or content that, via workflow, has expired

Website Definition Questions

Sitemap / Navigation

Site Navigation

• In the staff site: RiSE > Site Builder > Manage sitemaps

Sitemap/Navigation Nodes

Navigation Information

Break

• “Navigation Item is a break” option

• Divider

• CSS class: SubNavigationSeparator

• Disables all other navigation options and tabs

Sitemap Properties Tab

• Navigation link text: text that shows in navigation menu(s)

• Navigation folder: URL name for navigation path

• Tool tip: pop-up text on navigation

• Content or URL: what is to load when you click on the navigation item• Select RiSE content

• Enter a full URL to separate site

• Enter path to content/shortcuts• Use ~/ to indicate root of site

• Ex: ~/MyAccount

• URL parameters: included with any click on navigation

• Breadcrumb: override from ‘link text’ (with option to hide)

• Override content title: page title set by navigation instead of content

• Image URL: select image to be used beside the text

• CSS Class: set class to identify for theme specific styles

• Folder template content: defaults to inherit, can be used to ‘section’ your site

Sitemap Properties Tab

Sitemap Content Parameters Tab

• Only shows when one or more Tagged List iParts are on the referenced content record

• Allows for setting Tagged List iPart settings via the navigation

• Settings only for navigation access to the content

• Does NOT change content record iPart configuration

• In the event of multiple Tagged List iPart will have separate configurations for the navigation

• Other iPart configurations???

Sitemap Content Parameters Tab

Sitemap Workflow Management Tab

• Requires Content Authority Groups (CAGs) to be set up/configured

• Remove if not published

• After expiration, no longer rendered

• Still exists in system with status of “Expired”

• Notify person

• Contact(s) that should receive email notification when the item is about to expire

• List contains contacts with Navigation Editor CAG permissions

Sitemap Workflow Management Tab

Sitemap Options Tab

• New window: opens in new window/tab

• Link secure: loads using the “Secure URL” in site definition

• Home link: default navigation node• Only one per site• Identified via star icon

• Active: turn the navigation on/off – will not load

• Hidden: hide from primary/secondary navigation structure

• Expanded: automatically expands to show any child nodes• Only applies to secondary navigation

• Only displays for Unauthenticated users: once logged in, the navigation is hidden

• Show in navigation areas: set which navigation panes the node displays within• Auxiliary, footer and custom panes will still show if it’s hidden (above)

Sitemap Options Tab

Sitemap Access Settings Tab

• Same access settings options

• Preconfigured sets

• Make available to

• Addition “Staff Module” Authorizations

• Uses iMIS module settings

• Settings similar to desktop - staff user needs to have a higher level to see

• Best utilized on “Staff” site

• Apply to all descendants

• Only appears on navigation that has descendants

• Copies access settings down to ALL sub-navigation

Sitemap Access Settings Tab

Special Sitemap Nodes

• Hi, [OverrideLinkText]

• Standard template (.master) file contains a script to replace with Name of logged in user

Special Sitemap Nodes

• Cart [CartItemCount]

• Standard template (.master) file contains a script to replace with number of items in the current session cart

Sitemap / Navigation Questions

Content Folders

Managing Content: Folders

• In the staff site: RiSE > Page Builder > Manage content

Content Folders

• Folders/directories to organize content

• Locked content folders

• Core Content (iCore)

• Quick Start Sites (iSamples)

• “Shared Content” folder

• Site specific folder

• Matches site name (when created)

• User created folders

• New > Website Content Folder

Folder Information

• Select folder > Edit

• Double click on the folder will open it

Folder Properties

• Title: internal name

• Folder Name: URL friendly name

• Default site (for search): content within the folder will be ‘searchable’ by the sites selected. This is the ‘main’ site for this folder

• Additional sites: for multi-site set ups, content in a folder can be made searchable by other sites• Is not automatically inherited – only child content will be searchable

• Ex: Annual conference microsite press releases to show up in main site search results

• Display in default website: multi-site set up, force content to load in default site – for search results

• Publish on Servers: multi-server set up, set which servers on which to publish the content

Folder Properties

Folder Workflow

• Requires a Content Authority Group (CAG) pre-configured

• Authority Group: which CAG has access to the folder

• Owner: select individual as the ‘owner’ for expiration notices

• Owner list – require Content Editor permission via CAG

• Expire days: how many days until content within the folder is to be considered expired

• Update for all subfolders: copy workflow settings to subfolders

Folder Workflow

Folder Current Tags

• Ability to select Tag(s) to apply to the content folder

• Tags applied to folders are inherited by subfolders and content

• Tags must be predefined

• RiSE > Tagging > Tags

• Tag usage within RiSE:

• Tagged List iPart

• Common Search iPart (search filter)

Folder Tags

Folder Access Settings

• Same access options

• Preconfigured security sets

• Make available to

• Apply changes to descendants

• Subfolders

• Content

Folder Access Settings

Folder Specific Considerations

• Search settings

• Not set on the content level, but on the folders

• Which sites search the content within

• What servers is content published to (multi-server setup)

• APP/WEB

• CDN

• Inherited tags = timesaver!

• Folder names ARE part of the URL

• /Path/To/The/File.aspx

• Organization – Information Architecture

• Plan out content folder structure

• Be flexible, the future is a big unknown

Content Folder Questions

Content Records

Managing Content

• In the staff site: RiSE > Page Builder > Manage content

Content Information

• Status/last update

• Expand for more

Content Definition

• Title: page title (displayed in tab, unless overwritten by navigation)

• Publish file name: actual file name• Saved on server(s) as .aspx file

• Cleaner URL, use clean folder/file names

• SEO: use friendly folder/file names

• Layout: select from dropdown or visual icon

• Publish location: base URL for the content

• Generate buttons: • Full URL: easy method to get base URL

• Freelink: wiki-style internal link• Creates full anchor tag: hyperlinked title

• If the content is renamed or moved, freelink is updated

• Replace hyperlinked title by adding pipe

• ex: [[About_Us | Read more]]

Content Definition

Content Definition

• Create navigation: new feature in 20.2.26

• Create basic navigation when you publish the content and assign content as the source

• Requires link text (for navigation node)

• Location – select website and path for new navigation

Content Definition – Content Block

• In each “Zone” defined in the Content Layout

• “Add content” | “Edit zone properties”

• Content – a.k.a. DCIs – a.k.a. iParts

What’s an iPart / DCI / Content Item?

• Widgets that perform a function

• Some are VERY basic

• Some are complex and require work before being able to implement

• Majority will not be utilized in your day to day

• ALL have:

• Configure – the DCI/iPart definition, varies based on

• Copy/Move To – copies or moves iPart to another content record

• Connect – advanced connects iParts

• Minimize/Restore – eases in reordering via drag/drop

• Remove – deletes the iPart

Content HTML iPart

• Basic building block control

• Static content

• DCI Name, border option, WYSIWYG editor

Content Tagged List iPart

• Displays configured list of tagged content based on selected tags

• Name

• List format (pre-defined)

• Title

• Filter/Sort options

• Max results

• Selected tags

• Match options

Panel Editor iPart

• Display of user information

• Displays standard and UD fields

• Single- or Multi-instance tables

• Allows for edit of data

• Name/Title

• CSS Class/responsive display

• Panel

• Display/Edit options

Query Menu iPart

• Basic display of IQA queries in a grid

• Name/Title

• CSS Class/responsive display

• Link options

• Export results

• Email/Map options

• Source query

• Pagination options

Content Definition – Content Block

• For each “Zone” add content (iParts/DCIs)

• Multiple iParts per zone is allowed

• Flexibility to design your content block as needed

• Front-end (javascript/jQuery) scripts can be utilized in Content HTML iParts

Content Properties Tab

• New browser window: opens content from standard RiSE iParts (search, tagged list, etc.) into new browser window/tab

• Secure: forces content to load using “Secure URL” on site definition

• Description/summary: <meta> description tag

• Not rendered on the page

• Commonly used by tagged list formats and search results

• RiSE site search relevancy (and external web-based SEO) using search iParts

• Keywords: <meta> keywords tag

• Tags and tag aliases added as keywords

• RiSE site search relevancy using search iParts

• Most external web-based SEs ignore keywords

• Date of publication: date content published• Defaults to ‘today’ but can be set to future/past to match

• Future publish: keeps content from being published until future date

• Mark important: display ‘new’ icon in tagged list output

Content Properties Tab – continued

• Display within template: use site template/theme• Checked by default (most common)

• Uncheck to display without header/footer

• Restricted to members: ‘members only’ content• Logged in

• Customer type = IsMember

• Requires Login: force authentication to see content• Common when page contains “Contact” or Panel Editor iParts

• Automatic publish frequency: force a publish of the content – keeps it from expiring if expiration is set on the folder

• Content code: unique identifier for the content• If moved, navigation links will still work

• Cache duration: override default cache settings• Dynamic content – use shorter cache

• Static content – use longer cache

• Site template: used for template/design• Declared in site definition or navigation (via folder)

• Utilized by .master file

Content Properties Tab

Content Workflow Management

• Only displayed when parent folder has CAG defined in Workflow Management

• Override default settings from folder

• Owner: who should receive notification – only Content Editors

• Expiration: two options

• ‘n’ days after publication (from folder)

• Expire on specific date

• Auto-delete: once expiration date reached, send to recycle bin

Content Workflow Management

Content Current Tags Tab

• Add ‘content specific’ tags to the content record

• View inherited tags from parent folders

• Tags must be predefined

• RiSE > Tagging > Tags

• Tags/Taxonomy utilized via

• Tagged List iParts

• Common Search iParts

• Items by Tag report in Continuum

• Note: tags, tag aliases and related tags are all added to keyword <meta> tag on content

• Includes inherited tags

Content Current Tags Tab

Content Access Settings

• Same access options

• Preconfigured security sets

• Make available to

• Arguably the most valuable/powerful aspect of RiSE

• All of iMIS to determine who has access to what

• Utilized by many components of RiSE

• Website

• Navigation

• Content (records and folders)

• Communities

• IQA queries

Content Access Settings

Content Record Questions

Additional Topics

Content Layouts

Content Layout Definition

• In the staff site: RiSE > Page Builder > Manage layouts

• 30 predefined layouts

• Ability/flexibility to add custom layouts

Layout Zone Properties

• Define a zone Title/Title CSS class

• Not commonly used

• Usually Content HTML iPart

• Zone CSS class

• Used less than previous versions

• CSS classes on iParts

• Specify look in a zone via stylesheet

• Background color

• Zone border

• Pull quote ‘flair’

• iPart variations/customizations

Shortcuts

RiSE URL Breakdown

• http://www.abcAssoc.org/imis15/ABC/About/Staff/About/Staff.aspx?hkey=d33db622-db35-425c-a568-6520c5352325

• Protocol (http:// vs https://)

• Domain – www.abcAssoc.org

• {Virtual Directory} (imis20/RiSE/web/etc.)

• [WEBSITE Code] - ABC

• [Navigation Path] - /About/Staff

• Path to File - /About/Staff.aspx

• [URL Parameters] – (after ?) hkey, iKey, ContactId, etc.

Shortcuts

• In the staff site: RiSE > Site Builder > Manage shortcuts

Shortcuts

• Vanity URLs

• RiSE utilizes several OOTB

• Create your own

• Direct traffic to pages based on site

• Reusable

• Set to “All Sites” or override for a specific site

• Changes NOT overwritten on an upgrade

• Used to make RiSE URLs easier to type & remember

• Eases in Marketing and Promotional materials

• Used by iParts in 15.2.15+

Shortcuts

Shortcut Settings

• For websites: select which site (or all sites) the shortcut should run against

• Shortcut: select existing shortcut (to override) or type a new one

• URL or content: where shortcut takes visitor (like navigation)

• Select RiSE content

• Enter a full URL to separate site

• Enter path to content/shortcuts

• Use ~/ to indicate root of site

• Ex: ~/MyAccount

• URL parameters: sent with shortcut usage (like navigation)

• Description: optional, useful for future reference

Adding a Shortcut

Maintenance

Publishing Servers

• In the staff site: RiSE > Maintenance > Publishing servers

Publishing Servers

• Publishes websites, navigation, content in RiSE

• Large content publishing – incorporates a publishing queue

• If content does not publish (pending requests never goes to 0)

• Check error log

• Common fix: recycle Scheduler application pool in IIS on server

Publish Server Details

Publishing Server Info

• http://help.imis.com/q42015/Features/RiSE/Maintenance/Defining_publishing_servers.htm

User Defined Fields (UDFs)

• In the staff site: RiSE > Maintenance > User defined fields

What’s a UDF?

• User-defined fields in RiSE:

• NOT the same as UDFs in iMIS for contact records

• Behave similarly, but for RiSE content records

• Record custom properties for content not already in properties tab

• Displayed in the properties tab in the Content Designer

Defining/Creating a UDF

• UDF Name: internal use

• Use in Search: adds value to <meta> element for search

• Only RISE site search

• Sort order: order of UDFs within the properties tab of Content Designer

Defining/Creating a UDF

• Data Type: what type of information is stored

• Defaults to ‘string’

• Length: size limit of UDF field

• Required: a non-blank value must be specified

• Unchecked, the UDF is optional

Defining/Creating a UDF

• Label: in properties tab

• Display: control used to set the UDF values

• Width

• Height

• Allow multiple: checkbox/drop down list

• Orientation: left-to-right or top-to-bottom

• Columns: checkbox/radio buttons

Defining/Creating a UDF

• Reference: Business Object (BO) to populate list-oriented

• Default Value: pre-filled or selected value

• Comes from: control to select value

• Freeform: manually enter

• Query: select IQA query for data and display values

• Value List: ‘hardcoded’ list of data/display sets

UDF Notes

• Changes to UDFs (or the values) are not reflected on the content record until the content record is modified and republished

• Usage:

• Search options

• Tagged List iPart output

• Value added to keywords <meta> tag (when “Use in Search” option is selected)

Content Types (DCIs/iParts)

• In the staff site: RiSE > Maintenance > Content types

Content Gallery

• Folder breakdown of all available DCIs/iParts and their definitions

Creating Content Types

• http://help.imis.com/q42015/Features/RiSE/Maintenance/Defining_content_types.htm

Content/iPart Gallery

• http://help.imis.com/q42015/Features/RiSE/Dynamic_Content_Items/Dynamic_Content_Items_Gallery.htm

Content Authority Groups (CAGs)

• In the staff site: RiSE > Maintenance > Content authority groups

What is a CAG?

• Group of iMIS users who has access to edit content within RiSE

• ALL records in RiSE (not just staff)

• Non-staff won’t have access to the staff site, but can use Easy Edit

• Manage navigation within Member Responsive sample site

• Required for workflow management on content/folders

• CAGs determine what levels/permissions are granted to individuals within the group

• NOTES

• CAGs are not exportable and can cause issues when exporting/importing content from one environment to another

• If you want to limit access via CAG, ALL folders will need to have a CAG applied (any non-CAG’d folders will be viewable)

CAG Information

• http://help.imis.com/q42015/Features/RiSE/Maintenance/Defining_content_authority_groups.htm

Additional TopicsQuestions

Content Layouts

Shortcuts

Maintenance

THANK YOU TO OUR SPONSORS

FOUNDING PARTNER

PLATINUM PARTNERS

GOLD PARTNERS

SILVER PARTNERS

FIN

• Thanks for participating!

• Eric T Tarasewicz

• etarasewicz@csystemsglobal.com

• www.csystemsglobal.com

• Follow (C)Systems• Twitter: www.twitter.com/csystemsglobal

• Facebook: www.facebook.com/csystemsglobal

• LinkedIn: www.linkedin.com/company/c-systems-llc