wcms designing content · 2020-06-06 · wcms ‐ designing content web content management system...
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© 2013. All Rights Reserved. California State University, Bakersfield
Last modified 7/15/2014
Web Content Management System 7.0
WCMS ‐ Designing ContentWCMS Redesign Series: Part II
Quick Reference Guide
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Web Content Management System 7.0
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REVISION CONTROL
Document Title: CT055 WCMS - Designing Content – QRG.docx
Author: Campus Training
File Reference: ../SA Training/Production/Training Courses/Web/CT055 WCMS - Designing Content4 Sitemapping with WCMS
Revision History
Revision Date Revised By Summary of Revisions Section(s) Revised
4/18/2013 T. Sherman Created document All
Review / Approval History
Review Date Reviewed By Action (Reviewed, Recommended or Approved)
5/10/2013 Colleen Dillaway Approved
Don David Reviewed
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Table of Contents Page
1.0 WCMS Redesign Series Overview ................................................................................................................... 6
1.1 WCMS – Designing Content Overview ................................................................................................... 6
1.2 Assumptions ............................................................................................................................................ 6
2.0 File and Page Management .............................................................................................................................. 7
2.1 How to view files and pages ................................................................................................................... 7
2.2 How to edit pages ................................................................................................................................... 8
2.3 How to move and rename files and pages .............................................................................................. 9
2.4 How to copy files and pages ................................................................................................................. 10
2.5 How to publish files and pages ............................................................................................................. 12
2.6 How to unpublish files and pages ......................................................................................................... 13
2.7 How to delete files and pages ............................................................................................................... 15
2.8 How to upload files ................................................................................................................................ 16
3.0 WCMS Editor .................................................................................................................................................. 18
3.1 Editor Composition ................................................................................................................................ 18
4.0 Working with Content Pages .......................................................................................................................... 19
4.1 Inline Metadata ...................................................................................................................................... 19
4.2 Content-template ................................................................................................................................... 20
4.3 How to edit a Content Page .................................................................................................................. 20
5.0 Working with FAQ Pages ................................................................................................................................ 22
5.1 FAQ-template ........................................................................................................................................ 22
5.2 How to edit a FAQ Page ....................................................................................................................... 24
6.0 Working with Organized Links Pages ............................................................................................................. 26
6.1 Landing-template .................................................................................................................................. 26
6.2 How to edit an Organized Links Page ................................................................................................... 27
7.0 Enhancing your Pages .................................................................................................................................... 29
7.1 Symbols, Subscripts, and Superscripts ................................................................................................ 29
7.2 Bold, Italics, Underline, and Strike-through ........................................................................................... 30
7.3 Styles..................................................................................................................................................... 31
7.4 Format Options ..................................................................................................................................... 32
7.5 Copy, Cut, and Paste ............................................................................................................................ 35
7.6 Find/Replace ......................................................................................................................................... 35
7.7 Spell Checking ...................................................................................................................................... 36
7.8 Lists ....................................................................................................................................................... 37
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7.9 Indentation ............................................................................................................................................ 38
7.10 Undo/Redo ............................................................................................................................................ 38
7.11 Internal Hyperlinks ................................................................................................................................ 39
7.12 External Hyperlinks ............................................................................................................................... 41
7.13 Clearing Formatting ............................................................................................................................... 42
7.14 Full screen Mode and Zoom ................................................................................................................. 42
8.0 Getting Help .................................................................................................................................................... 43
9.0 Appendix ......................................................................................................................................................... 44
9.1 How to access the WCMS .................................................................................................................... 44
9.2 WCMS Editor Options – Full Listing ...................................................................................................... 45
9.3 Sample Organized Links Page ............................................................................................................. 46
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1.0 WCMS Redesign Series Overview
The WCMS Redesign series aims to assist you with redesigning your website. The series concentrates
on the WCMS tool and the five basic content templates designed by Articulate Solutions Incorporated.
Additionally, it covers adding images
from the CSUB stock photos residing
on Yahoo Flickr. The series focuses
on three main areas of your website:
Sitemap Panel Content Panel Feature Panel
As such, this series covers these
panels in three parts. The parts of
the series are:
WCMS - Site Mapping WCMS - Designing Content WCMS - Adding Feature Elements
1.1 WCMS – Designing Content Overview
WCMS – Designing Content is the second section of the three part series on website redesign. In this
section, you will learn how to use the WCMS editor. You will add content using the Content, Organized
Links, and FAQ pages. Additionally, you will learn how to manage your files and web pages. The
subsequent guide in this series will build upon the content in this guide.
1.2 Assumptions
The general instructions herein assume that you:
Are comfortable with using web applications
Have the appropriate security access to use the WCMS
Are responsible for maintaining your website content
Are familiar with the concepts covered in the WCMS – Site Mapping guide
Are using Mozilla FireFox, the preferred web browser for the WCMS
WCMS ‐Site Mapping
WCMS ‐Designing Content
WCMS ‐Adding Feature
Elements
Sitemap Feature Elements
Content
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2.0 File and Page Management
You have several operations for managing your files and pages within the WCMS. You have the ability to
perform any of the following tasks:
View
Edit
Move / Rename
Copy
Publish
Delete
You can perform these operations a number of ways, such as from the left pane or main window view.
Similar operations are available for folders. However, this guide will focus on performing these operations
for files and pages from the left pane.
2.1 How to view files and pages
The View option allows you to see the contents of a file or page. These instructions will guide you in
viewing a file or page.
# Steps Illustrations
1. To begin, Navigate to the desired page
Click beside the page
2. When the pop-up menu appears, Click View
3. The page opens in your main window view in
Layout view.
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2.2 How to edit pages
The Edit operation allows you to change the contents of your page, such as the Title, Keywords, etc.
Regardless of the type of page, you will follow these same steps to open a page in edit mode. Once the
page is in edit mode, the features available to you will vary based on the type of page. These
instructions will guide you in editing a page.
# Steps Illustrations
1. To begin, Navigate to the desired page
Click beside the page, such as index
2. When the pop-up menu appears, Click Edit
3. The page will open in edit mode. The features on this page will vary depending on the type of page.
4. Make the desired changes to the page and click the button
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2.3 How to move and rename files and pages
The Move/Rename operation allows you to change the location and name of a page. This operation is
helpful, if you select accidently the wrong Parent Folder or you want to change the page name. These
instructions will guide you in moving a folder.
# Steps Illustrations
1. To begin, Navigate to the desired page
Click beside the page, such as index
2. When the pop-up menu appears, Click Move/Rename
3. The Move/Rename page opens.
4. To rename your page, In the System Name, enter the new name
If you are renaming a file, you must include the file extension, such as .docx or .pdf
If you are not moving your file or page, skip to step 7, otherwise continue with the next step.
5. To move your folder, In the Parent Folder, click the picture button to
navigate to the desired parent folder.
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6. The page opens to allow you to navigate to the desired parent folder.
Click the appropriate folder,
Click the button
7. If you move or rename your file, then you must click the Unpublish Content box.
After unpublishing the content, you will need to republish the page. To republish the page, see 0
How to publish on page 12.
8. When you are satisfied with your changes,
Click the button
2.4 How to copy files and pages
The Copy operation allows you to duplicate a page. This operation is helpful, if you want to back up a
page before making major changes or you plan to use a similar page structure in a different area of
your website. These instructions will guide you in copying a page.
# Steps Illustrations
1. To begin, Navigate to the desired page
Click beside the page, such as index
2. When the pop-up menu appears, Click Copy
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3. The Copy properties page opens.
4. To copy your file, In the System Name, enter the new name,
such as index-original
If you are renaming a file, you must include the file extension, such as .docx or .pdf.
If you are making a backup copy, add to the original name, such as index-original or index-04252013
Alternatively, you can use the versioning feature to revert to a prior version.
5. If you are copying the page to a different folder,
then,
In the Parent Folder, click the button to navigate to the new location.
Otherwise, skip to step 7.
6. The page opens to allow you to navigate to the desired parent folder.
Click the appropriate folder, such as Degrees.
Click the button
7. When you are satisfied,
Click the button
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2.5 How to publish files and pages
The Publish operation allows you to publish a page. This operation is helpful, if you update a page.
Also, you will need to publish any files or images to which the page refers. These instructions will guide
you in publishing a page.
# Steps Illustrations
1. To begin, Navigate to the desired page
Click beside the page, such as index
2. When the pop-up menu appears, Click Publish
3. On the Publish tab, Check the Publish Report Check the Publish Mode
Click the button
4. After publishing the page, you will receive success message.
5. You will need to check the message to ensure the publishing success. To check the message,
Click Home
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6. When the Dashboard opens, click the Publish of … message
7. The view Message Detail page appears. You should check the links for Successful Jobs, Jobs with
Errors, Skipped Jobs, and Broken Links.
The Successful Jobs followed by a number in parentheses indicate the publishing or other process
was successful. If a number in parentheses follows the Jobs with Errors, Skipped Jobs, or Broken
Links, then an error took place, during the process. You will need to click the link to view the error
detail.
2.6 How to unpublish files and pages
The Publish operation allows you to unpublish a page or file. This operation is helpful, if you move or no
longer need a page. Also, you will need to unpublish any files or images to which the page refers.
These instructions will guide you in unpublishing a page.
# Steps Illustrations
1. To begin, Navigate to the desired page
Click beside the page, such as index
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2. When the pop-up menu appears, Click Publish
3. On the Publish tab, Check the Publish Report Check the Un-publish
Click the button
4. After publishing the page, you will receive success message.
5. You will need to check the message to ensure the unpublishing operation was successful. To check the message,
Click Home
6. When the Dashboard opens, click the Unpublish of … message
7. The view Message Detail page appears. You should check the links for Successful Jobs, Jobs with
Errors, Skipped Jobs, and Broken Links.
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The Successful Jobs followed by a number in parentheses indicate the publishing or other process
was successful. If a number in parentheses follows the Jobs with Errors, Skipped Jobs, or Broken
Links, then an error took place, during the process. You will need to click the link to view the error
detail.
2.7 How to delete files and pages
The Delete operation allows you to remove a page permanently. This operation is helpful, if you no
longer need a page. Once you delete a page, you cannot retrieve it. So, exercise extreme care when
using this operation. These instructions will guide you in deleting a page.
# Steps Illustrations
1. To begin, Navigate to the desired page
Click beside the page, such as index
2. When the pop-up menu appears, Click Delete
3. In the Un-publish section, Check the Un-publish Content
4. In the Confirm section,
Click the button
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5. After deleting the folder, you will receive a success message. You will need to check your messages, if the operation was not successful.
2.8 How to upload files
As you create your web content, you may want to add files, such as PDF or Word documents. To make
these items available to your web pages, you will need to upload them. These instructions will guide
you in uploading files. For instructions on uploading images, please refer to the Adding Feature
Elements with WCMS guide.
# Steps Illustrations
1. To upload a file, Click New
Click Uploads
Click Upload New File
2. When the New File page appears, In the System Name, enter a name for the file
including the file extension, such as geoapp.pdf or geoapp.docx
You must include the file extension, such as .docx or .pdf.
Omitting the file extension will cause undesirable results.
3. In the Parent Folder, click the button to navigate to the desired parent folder.
4. The page opens to allow you to navigate to the desired parent folder.
Click the appropriate folder, such as _files.
Click the button
For good page management reasons, you should keep all your files and images in one place.
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5. In the Data section,
Click the button.
6. When the File Upload window opens,
Navigate to the desired folder
Click the desired file
Click the button
7. After selecting the file, click the button
8. If your file upload was successful, you should see:
“Asset created successfully” message
Your uploaded file in the selected folder
Your uploaded file in the main window view
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3.0 WCMS Editor
The WCMS Editor is a user-friendly utility for creating, managing, and publishing your website content.
From the editor, you have several options for enhancing your text. Additionally, you can add design
elements, such as images, videos, and tables. You can format your text using the alignment, indentation,
styles, and other format options. Moreover, you can use the full screen option to see more of your
content at once.
3.1 Editor Composition
For most pages, the WCMS editor contains a Column Header, Column Content, and Editing Options.
The Column Header works similar to a heading. You enter your web content into the Column Content
area.
3.1.1 Editing Options
The WCMS editor provides many options for customizing your web content. Figure 1 shows the
features available in the WCMS for designing your content. As you can see from the editor, many of
these features are similar to the ones used for word processing.
Figure1:WCMSEditorOptions
For the features that are new to you, Table 1 contains a partial listing of the symbols, symbol names, descriptions, and examples, when appropriate. For a complete listing including the unsupported features, see the Appendix on page 44. Table1:WCMSEditor–PartialListing
Symbol Name Description Example
Symbol Inserts a symbol © or ®
X2 Subscript Adds a subscript He2
X2 Superscript Adds a superscript e=mc2
B Bold Bolds the selected text Bold text
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I Italics
U Underline
4.0 Working with Content Pages
The Content page is the most versatile page available in the WCMS. When created, the index page is a
blank page with no additional formatting (Figure 2). You can edit the page to add the main content and
optionally add Feature Panel elements. The Content page has two main areas: Inline Metadata and
content-template.
Figure2:BlankContentPage–Preview
4.1 Inline Metadata
The Inline Metadata section (Figure 3) allows you to add a title and keywords.
Figure3:InlineMetadata
Title
The title is the name that shows in the tab or window of your web browser, as illustrated in
Figure 4.
Figure4:TitleIllustration
Keywords
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Keywords are words that someone may use to search for your web page. You should consider
adding words that are on your web page or relate to the subject area of your webpage (see
Figure 3).
4.2 Content-template
The content-template section has three sections: Banner, Main Content, and Feature Panel as shown
in Figure 5. The Banner and Feature Panel sections are covered in the Adding Feature Elements with
WCMS guide.
Figure5:Content‐template
The Main Content consists of the Column Header and the Column Content. The Column Header
displays at the top of the web page and is preformatted (Figure 6.1). The Column Content contains
the body of your web page (Figure 6.2). The WCMS editor is available for this area.
Figure6:MainContent
4.3 How to edit a Content Page
These instructions will guide you in editing a Content page.
# Steps Illustrations
1. After clicking the Edit tab, your Content page opens
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2. In the Inline Metadata section, Enter a Title, such as News & Events
Enter Keywords, such as news, events
3. In the Main Content, Enter a Column Header, such as What’s
Happening in Geology?
4. In the Column Content,
Enter your desired text
5. To save your work, click the button.
6. After entering your text, you can add formatting, insert elements, such as links and images, and
more. For more information, see 7.0 Enhancing your Pages on page 29.
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5.0 Working with FAQ Pages
The FAQ Page template allows you to create a listing of frequently asked questions. This template may
be appropriate for pages that contain lists of information with text that you want to toggle on or off. This
preconfigured page allows you to add questions and answers. Additionally, it provides a link for toggling
all answers on or off.
Figure7:FAQPage
The FAQ page has two main sections: Inline Metadata and faq-template. The Inline Metadata section is
similar to the Content page. For more information, see 4.1 Inline Metadata on page 19.
5.1 FAQ-template
The content-template section has three sections: Description, Frequently Asked Question, and Feature
Panel as shown in Figure 8. The Feature Panel section is covered in the Adding Feature Elements with
WCMS guide.
Figure8:FAQ‐Template
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Description
The Description area allows you to insert descriptive content about the frequently asked questions. In this
area, you could consider explaining the purpose or appropriate usage for the FAQs as illustrated in Figure
9.
Figure9:FAQ‐templateDescription
Frequently Asked Question
This section allows you to enter questions, answers, and optionally links to related information, which are
preformatted. In Figure 10.1, the Question displays as bold, blue text. The Answer (Figure 10.2) appears
with a yellow highlighted horizontal rule. The optional link information (Figure 10.3) shows as a link with
the “To find out more, go to:” text added automatically.
Figure10:FrequentlyAskedQuestion
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5.2 How to edit a FAQ Page
These instructions will guide you in editing a FAQ Page.
# Steps Illustrations
1. To open your page in edit mode, please refer to the instructions, 2.2 How to edit on page 8.
2. Your FAQ page opens in Edit mode.
3. In the Inline Metadata section, Enter a Title, such as Frequently Asked
Questions about the Writing Resource Center
Enter Keywords, such as writing, faq
4. In the Description, Enter your desired text
5. In the Question,
Enter your question, such as When is the Writing Resource Center open?
(Be sure to word it as a question and include a question mark (?)at the end)
6. In the Answer, Enter your response to the question,
such as Please check the current hours for the quarter in the Hours & Directions link.
7. Optionally, in the Link section, For Insert a link?, check Yes
In the Link Title, enter your link name, such as Hours & Directions
In the Link URL, enter the URL for your link, such as http://www.csub.edu/wrc/Hours.html
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8. To add another question, Click the button
9. A new Question section will open. Scroll down to view the new section
Complete this section, as you did with the previous section
10. To add additional questions, Click the button
To remove a question (removes the answer and link, as well)
Click the button
The indicates the question number out of the total questions
11. To save your work, click the button.
12. After entering your text in the Description and Answer sections, you can add formatting, insert
elements, such as links and images, and more. For more information, see 7.0 Enhancing your
Pages on page 29.
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6.0 Working with Organized Links Pages
The Organized Links Page is template for creating a list of links. Additionally, you can group related links
together by categories. The flexibility of this template makes it appropriate for listing forms. This
preconfigured page allows you to add one or more links to it (Figure 11). You can edit the page to
optionally add Feature Panel elements.
Figure11:OrganizedLinksPage
The Organized Links Page has two main sections: Inline Metadata and landing-template. The Inline
Metadata section is similar to the Content page. For more information, see 4.1 Inline Metadata on page
19.
6.1 Landing-template
The Landing-template section has four sections: Banner, Main Content, Category, and Feature Panel
as shown in Figure 12. The Banner and Feature Panel sections are covered in the Adding Feature
Elements with WCMS guide.
Figure12:Landing‐template
Main Content
The Main Content area allows you to insert descriptive content about the links on the page. In this area,
you could consider explaining the purpose or relevance for the links as illustrated in Figure 13.
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Figure13:MainContent–OrganizedLinksPage
Category
The Category contains three elements: Category Name, Category Description, Category > Insert a Link.
The Category Name (Figure 14.1) is as its name implies, the name for your category of links. The
Category Description (Figure 14.2) is optional. You can use to describe the links that follow. The Category
> Insert a Link (Figure 14.3) is the location where you add your links. You can insert as many Categories
and Links, as needed. For an illustration of an Organized Links page with Forms, see Figure 15:
Organized Links Page for Forms on page 46.
Figure14:Category–OrganizedLinksPage
6.2 How to edit an Organized Links Page
These instructions will guide you in editing an Organized Links Page.
# Steps Illustrations
1. To open your page in edit mode, please refer to the instructions, 2.2 How to edit on page 8.
2. Your Organized Links page opens in Edit Mode.
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3. In the Inline Metadata section, Enter a Title, such as Getting Started
Enter Keywords, such as application, admission, geology
4. In the Main Content, Enter your desired text
5. To complete the Category section,
In the Category Name, enter the name of your category, such as Start Here!
Optionally, in the Category Description, enter a description for the category, such as these links will …
6. In the Category >> Insert a Link section,
In the Link Title, enter your link name, such as CSU Mentor
In the Link URL, enter the URL for your link, such as http://www.csumentor.edu
7. To add another link, Click the button beside the Link Title
8. A new Link section will open. Scroll down to view the new section
Complete this section, as you did with the previous section
9. To add additional Categories or Links, Click the button
To remove a Category or Link (Removing a category removes the category and links, as well)
Click the button
The indicates the category or link number out of the total categories or links
10. To save your work, click the button.
11. After entering your text in the Main Content section, you can add formatting, insert elements, such
as links and images, and more. For more information, see 7.0 Enhancing your Pages on page 29.
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7.0 Enhancing your Pages
Depending on the type of page, you can customize your web content. This section covers several options
available to you for enhancing your web content. Please note that some editor options are not available
with our implementation. For a list of supported and unsupported features, please refer to 9.2 WCMS
Editor Options – Full Listing on page 45.
7.1 Symbols, Subscripts, and Superscripts
These instructions will guide you in inserting symbols, subscripts, and superscripts.
# Steps Illustrations
1. To insert a symbol,
Place your cursor where you want the symbol inserted
2. Click the
3. On the Select custom character page,
Click the desired symbol, such as ©
4. The desired symbol is added.
5. To add a subscript,
Place your cursor where you want the subscript inserted
6. Click the X2
7. Type the desired number, such as 2
8. The desired subscript is added.
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9. To add a superscript,
Place your cursor where you want the superscript inserted
10. Click the X2
11. Type the desired number, such as 2
12. The desired superscript is added.
13. To save your work, click the button.
7.2 Bold, Italics, Underline, and Strike-through
These instructions will guide you in using the format options, bold, italics, underline, and strike-through.
# Steps Illustrations
1. To make your text bold
Highlight the desired text
2. Click the B
3. The desired text is bolded.
4. To italicize your text
Highlight the desired text
5. Click the I
6. The desired text is italicized.
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7. To underline your text
Highlight the desired text
When using the underline feature on web pages, be careful so your audience does not mistake for a hyperlink.
8. Click the U
9. The desired text is underlined.
10. To add strike-through to your text
Highlight the desired text
This feature is used typically for proofreading and on occasion for stylized content.
11. Click the ABC
12. The desired text has strike-through applied.
13. To save your work, click the button.
7.3 Styles
The Editor comes with several styles. These instructions will guide you in using the Styles that apply to
the text or headings in your web pages.
# Steps Illustrations
1. To add the Header_Blue style to your text,
Highlight the desired text
2. Click the down arrow for Styles
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3. From the menu,
Select Header_Blue
4. To view the selected Style, click the button.
5. To add the Header_Green style to your text,
Highlight the desired text
6. Click the down arrow for Styles
7. From the menu,
Select Header_Green
8. To save your work and view the selected Style,
click the button.
7.4 Format Options
The Editor comes with format options to enhance your web pages. These instructions will guide you in
using the Format options: Paragraph, Address, Preformatted, Heading 1, and Heading 2.
# Steps Illustrations
1. To apply the Paragraph format to your text,
Highlight the desired text
2. Click the down arrow for Format
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3. From the menu,
Select Paragraph
4. To view the selected Format, click the button.
5. To apply the Address format to your text,
Highlight the desired text
6. Click the down arrow for Format
7. From the menu,
Select Address
8. To view the selected Format, click the button.
9. To apply the Preformatted format to your text,
Highlight the desired text
10. Click the down arrow for Format
11. From the menu,
Select Preformatted
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12. To view the selected Format, click the button.
13. To apply the Heading 1 format to your text,
Highlight the desired text
14. Click the down arrow for Format
15. From the menu,
Select Heading 1
16. The Format is added.
You can apply Styles to your Format options,
as well.
17. To apply the Heading 2 format to your text,
Highlight the desired text
18. Click the down arrow for Format
19. From the menu,
Select Heading 2
20. The Format is added.
You can apply Styles to your Format options,
as well.
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21. To save your work, click the button.
7.5 Copy, Cut, and Paste
These instructions will guide you in using the copy, cut, and paste options.
# Steps Illustrations
1. To Copy text,
Highlight the desired text
2. Click
3. To Paste the text,
Select the desired location
4. Click
5. You copied text is pasted into the selected location.
6. To Cut text,
Highlight the desired text
7. Click
8. The selected text is removed.
9. To save your work, click the button.
7.6 Find/Replace
You can search for text in your web content. Alternatively, you replace the text you find with other text.
These instructions will guide you in using the Find/Replace options.
# Steps Illustrations
1. To Find and Replace text,
Click the
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2. On the Replace tab,
In the Find what, type the text you desire to find, such as Project
Enter the replacement text, such as Product
Click the Find Next button
3. When the text is found,
Click the Replace button.
Continue until all the occurrences are found and replace.
4. When you are satisfied with your changes,
Cancel
5. To save your work, click the button.
7.7 Spell Checking
These instructions will guide you in using the Spell Checker.
# Steps Illustrations
1. To spell check your text,
Click
2. The Spell Checker will underline your spelling errors in Red
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3. To correct the spelling, you can either
Type over the word with the correct spelling
Or
Click the word and select the correct spelling from the Suggestions
4. The word is corrected.
5. The desired superscript is added.
6. To save your work, click the button.
7.8 Lists
Lists are a good way to highlight text. You can use either a bulleted or a numbered list. These
instructions will guide you in inserting lists.
# Steps Illustrations
1. To insert a bulleted list,
Place your cursor where you want the list inserted
2. Click the
3. Type your list of information
Click the to turn off the bulleted list feature
4. To insert a numbered list,
Place your cursor where you want the list inserted
5. Click the
6. Type your list of information
Click the to turn off the list feature
7. To save your work, click the button.
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7.9 Indentation
On occasion, you may need to indent a block of text. The Indent features allow you to accomplish such
operations. These instructions will guide you in using the left and right indent features.
# Steps Illustrations
1. To left indent text,
Place your cursor where you want the block indent to occur
2. Click the
3. Your text moves left. Continue clicking the , until you are done.
4. To right indent text,
Place your cursor where you want the block indent to occur
5. Click the
6. Your text moves left. Continue clicking the button, until you are done.
7. To save your work, click the button.
7.10 Undo/Redo
These instructions will guide you in using the undo and redo options.
# Steps Illustrations
1. Sometimes, you may add some text by accident
2. To undo an action,
Click the
3. The previous action is removed.
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4. To redo an action,
Click the
5. The previous action is performed again.
6. To save your work, click the button.
7.11 Internal Hyperlinks
You can add two types of hyperlinks with the WCMS editor. Internal links are hyperlinks within your
page or inside your website to which your audience can link. These instructions will guide you in
creating internal hyperlinks.
# Steps Illustrations
1. Before you can insert an internal hyperlink for linking within your page, you will need to create an anchor. To create an anchor
Place your cursor where you want the symbol inserted
2. Click the button
3. On the Insert/edit anchor page,
In the Anchor name, type a name for the anchor, such as Faculty
Click
4. An anchor symbol will appear beside the selected text.
(To edit the anchor, click the button again, make your changes, and click Insert.)
5. With the anchor created, to add the internal hyperlink,
Highlight the desired text.
6. Click the
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7. When the Insert/Edit Link page appears,
Click Internal
In the Anchor, type the name of the anchor, such as Faculty
In the Target, select Same Window
In the Title, give the link a name, such as Experienced Faculty
Click
8. To save your work, click the button.
9. The internal hyperlink when clicked will move the page down to the anchored text.
In this case, clicking outstanding faculty will move the page down to Experienced Professors.
10. You can use internal hyperlinks to jump to other areas of your web site. To begin,
Highlight the desired text
11. Click the
12. When the Insert/Edit Link page appears,
Click Internal
Click the
13. When the page opens, Navigate to the appropriate location
Click the desired file.
Click the button
14. In the Target, select Same Window
In the Title, give the link a name, such as Geology Career News
Click
15. To save your work, click the button.
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16. The internal link appears in the text. When you hover over the link a tool tip appears with your Title information. When you click the link, you will hyperlink to the Geology Career News page.
7.12 External Hyperlinks
You can add external links to your web pages that hyperlink to web content outside of your website,
such as another website or another place in the CSUB website. These instructions will guide you in
creating external hyperlinks.
# Steps Illustrations
1. To begin,
Highlight the desired text
2. Click the
3. When the Insert/Edit Link page appears,
Click External
In the Link, type the URL of the desired web page, such as http://www.geosociety.org/news/pr/12-10.htm
In the Target, select Same Window
In the Title, give the link a name, such as Need for Geoscientists
Click
4. To save your work, click the button.
5. The external link appears in the text. When you hover over the link a tool tip appears with your Title information. When you click the link, you jump to the Geological Society of America website.
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7.13 Clearing Formatting
The Clear Format feature allows you to remove formatting quickly. These instructions will guide you in
clearing the formatting from your text.
# Steps Illustrations
1. To make remove formatting
Highlight the desired text
2. Click the
3. The formatting is removed.
4. To save your work, click the button.
7.14 Full screen Mode and Zoom
You have several methods for enlarging your workspace. You can use zoom in or out using keyboard
shortcuts. Depending on the page, you can stretch the Column Content area. Lastly, you can toggle the
Full Screen mode on or off. These instructions will guide you in using options for enlarging your
workspace.
# Steps Illustrations
1. To use keyboard shortcuts to zoom in or out,
Hold the CTRL key down on your keyboard, while pressing the + or – key
The + key zooms out and – key zooms in
2. To stretch the Column Content area,
Open a Content page
3. On the lower right-hand corner of the Column Content,
Left-click and drag the to resize the area
4. To use the Full Screen mode,
Open a Content page
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5. Click the
6. The Column Content opens in full screen mode.
When you are finished, click the again to return to the normal screen size.
8.0 Getting Help
If you are unsure or need assistance, please consider the contacts listed below:
For more information on the WCMS tool, please reference the following training videos by Articulate Solutions Inc. at: http://www.articulate-solutions.net/wcmstraining
4. Editing Tab of the WCMS
5. Creating Basic Content
7. Advanced Styling
9. Publishing
11. Organized Links Template
12. FAQ Template
For more information regarding policies and procedures for web pages
Colleen Dillaway Director of Public Affairs and Communications 661-654-2456
For questions on how to perform specific activities on the WCMS
Tammara Sherman Campus Technology Trainer 661-654-6919 http://www.csub.edu/cms/sa-training.shtml Don David e-Learning Services 661-654-3447
For help with computer-related Issues Help Desk 661-654-2307
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9.0 Appendix
9.1 How to access the WCMS
These instructions will guide you in accessing the WCMS.
# Steps Illustrations
1. Open Firefox and navigate to: wcms.csub.edu
Note:
Firefox is the official web browser for Cascade Server and the WCMS tool.
2. Sign into Cascade Server using your NetID and password.
Note:
Your Cascade Server password may be different from the one your use normally.
3. When the WCMS opens, click the drop-down arrow to select your website from the list
4. To complete this process, In the Display Name, enter a name you want
to appear in the navigation and breadcrumbs.
Make sure the Publish and Index boxes are checked
Click the button.
5. Your new folder and index page appears in your site map.
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9.2 WCMS Editor Options – Full Listing
For the CSUB implementation, the Cascade Server is configured in a way that prevents the ability to
use all the editor features. Features that are not supported by our implementation are highlighted with
an asterisk (*).
Symbol Name Description Example
Symbol Inserts a symbol © or ®
X2 Subscript Adds a subscript He2
X2 Superscript Adds a superscript e=mc2
B Bold Bolds the selected text Bold text
I Italics Italicizes the selected text Italic text
U Underline Underlines the selected text Underline text
abc Strike-through Strikes-through selected text Strike-through text
Align left * Aligns text to the left My text
Align Center * Centers text My text
Align Right * Aligns text to the right My text
Align Full * Justifies text left and right My text my text My text
Styles Menu of options
Format Menu of options
Copy Copies the selected text
Cut Cuts the selected text
Paste Pastes the selected text
Paste as plain text Pastes the selected text and removes
source formatting
Find/replace Searches for text and replaces it
Spell Checker Checks the spelling of your text
Bulleted list Creates an unordered list Red Blue White
Numbered list Creates an ordered list 1. First 2. Second 3. Third
Indent left Moves the text to the left My text my text
Indent right Moves the text to the right My text my text
Undo Undoes the previous action
Redo Redoes the previous action
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Link Creates a hyperlink hyperlink
Unlink Removes a hyperlink hyperlink
Anchor Creates an anchor
Image Inserts image
Media Inserts videos
Horizontal rule* Inserts a horizontal line
Table Insert a table
Cleanup messy code Removes invisible code that may affect
your formatting
Clear formatting Removes formatting from selected text
HTML Allows you to refine your page or add
code snippets
Toggle guidelines and invisible elements
Allows you to see guidelines or invisible elements
Toggle full screen Opens the editor in full screen mode
* Indicates unsupported option due to our implementation
9.3 Sample Organized Links Page
The sample Organized Links page provides an alternative usage for this template.
Figure15:OrganizedLinksPageforForms