Accessing
the Authoring Web Site
The
Two Types of Modes with CMS
The
Web Authoring Console (WAC)
The
Two Types of Channels within CMS
Creating
Content for an Empty Channel
Creating
Content for a Populated Channel
Accessing
the Web Authoring Console
The
Different Views of the Web Authoring Console
Options
of the Web Authoring Console
Chapter
5 The Template Gallery
Formatting
the Body of the Page
The
Completed Press Release Template
The
Press Release List Template
The
Press Release List Template Completed.
Entering
a Press Release Hyperlink
The
Event Item Template Completed
Entering
the Cancel / Rescheduled Text
Entering
Additional Event Information
The
Calendar Template Completed
Entering
the Calendar of Events Title
The
Jump Link List Template Completed
Entering
the Jump Link List Header
Describing
the Jump Link Items
Formatting
the Jump Link List Description
Changing
the Order of the Jump Link Items
The
Jump Link Item Template Completed
Entering
the Jump Link Item Title
Entering
the Jump Link Item Content
Viewing
the Production Manager
Viewing
the Approval Assistant
This
user manual is organized into nine chapters that address the tasks involved in
using North Carolina Department of Commerce Content Management System (NCDOC-CMS).
Each chapter is practical in focus and will guide you through each of the steps
required to accomplish tasks.
Chapter 1: Introduction
A
brief overview of the structure of NCDOC-CMS and the roles and rights of NCDOC-CMS
users.
Chapter 2: Authoring
Process
An
overview of the NCDOC-CMS Authoring process.
Chapter 3: Creating
Content
This chapter
contains a detailed step-by-step explanation of how to create content including
text, images, attachments, hyperlinks, and how to publish it in the NCDOC-CMS.
Chapter 4: Web
Authoring Toolbar
This chapter
explains the web authoring toolbar within NCDOC-CMS and its icons that are used
in conjunction with the different types of placeholder indicators in a
template.
Chapter 5: Editing
Pages
Instructions
for how to edit all of your pages.
Chapter 6: Page
Status
Information
about how to check the authoring status of your pages.
Chapter 7: Production
Manager
Information
about how to check the status of your pages currently in production.
Chapter 8: Approval
Assistant
A
description of advanced authoring and content management features available to certain
NCDOC-CMS users.
Chapter 9: The Web
Authoring Console
A
description of advanced authoring and content management features available to certain
NCDOC-CMS users.
During
the process of using the application, you have available to you two types of
help.
1. Using
the NCDOC-CMS Web Authoring Toolbar, click on SWITCH TO EDIT site and then select HELP. This will display this manual as an on-line reference.
Or
2. Contact
your division’s CMS support contact for general questions. If they are unavailable to assist, submit a
help ticket through support.nccommerce.com.
Please use the CMS category when submitting the ticket.
Chapter 1 Introduction [top]
Through training sessions and this
reference manual, you will learn how NCDOC-CMS works and how to place
information on the Commerce website. Typically, as an author or editor on the
system, you’ll only be responsible for maintaining a certain number of pages,
usually based by your business group or the audience you serve. Therefore, certain sections of the manual may
not pertain directly to you. But understanding
how all aspects of the system operate will serve you well in your role as a
Commerce author or editor.
The
NCDOC-CMS will be the only way to place content on the
North Carolina Department of Commerce web site.
At
the highest level, the NCDOC-CMS consists of a hierarchy of channels. Channels function in the same way as folders on
a computer that store and organize documents. Channels are organized by
subject, such as Business Services or Press Room.
Each
channel consists of one or more postings
regarding a particular subject. A posting is simply a web page. Each posting consists of two components: a design template,
and your content (which can include text, images, hyperlinks, and attached
documents).
In
summary, NCDOC-CMS is simply a collection of channels organized by subject that
contains one or more postings.

Figure 1 Authoring WebSite URL

Figure 2 Authoring WebSite English Link

Figure 3 Authoring WebSite Homepage
Channels
are created by the web administrator and can only have pages added underneath
them, similar to putting papers into a folder. As you begin your work you may
also find that some channels have no pages within the channel. These are known
as empty channels. Those channels that have pages
are known as populated channels.
The
different types of channels within NCDOC-CMS:
|
Channel Type |
An Example
of Each Tier for the Business Services Channel |
|
Tier1 Channel |
|
|
Tier2 Channel |
|
|
Tier3 Channel |
|
There
are three different types of roles that are involved with managing the
NCDOC-CMS content.
Each
role will have only certain privileges or responsibilities when editing
content. At NC Department of Commerce, most content contributors to NCDOC-CMS
will be authors, who can create their own content. Listed below is a table indicating
each role within the NCDOC-CMS.
|
Role |
Rights |
|
Author |
· Browses the site to view the channels and pages where the author has rights. · Views and uses resources that are from a gallery
where the author has rights. ·
Views and uses templates
that are from a gallery where the author has rights. · Creates, edits, deletes, and
submits pages where the author has rights. |
|
Editor |
·
Browses the site to view the channels
and content where the author has
rights. ·
Views and uses resources that are from a gallery where the editor has rights. ·
Views and uses templates that are from a gallery where the editor has rights. ·
Creates, edits, deletes, and submits
pages where the editor has rights. ·
Edits, submits, approves, declines, and
deletes pages where the editor has rights. ·
Views, edits, and approves pages that
use a template from a gallery where the editor has rights. |
|
|
·
Creates and manages all content
channels and users. ·
Creates, edits, and publishes pages. ·
Reviews and approves or declines pages
submitted. |
Figure 4 Roles with NCDOC-CMS
Chapter 2 Overview Using CMS [top]
Putting
pages in the NCDOC-CMS web site is a
two role process.

Figure 5 Workflow of Web Content
Before
you begin creating content for a channel, you must make sure that you are in
Edit Side mode and not in Live Site mode.
Live
Site mode allows you to view the web site as if it were actually in a
production environment, where everyone using the Internet would see exactly
what you see. If you are in Live Site mode the only available option on the Web
Authoring Console (WAC) is Switch to Edit Site mode,
allowing you to make changes to those postings you have access rights to. You
cannot create content while in Live Site mode.

Figure 6 Home Page Shown in Live Site Mode
If
you are in Edit Site mode, you see the Web Authoring Console (WAC)
with the options
appropriate for your user rights and the status of the current page.

The Web Authoring Console (WAC) is a pop up menu with a varying number of options
that allows you to create, delete, and submit a new posting, to name just a few
of the options.
The WAC will only appear on those pages where you have
access rights to those pages. The
WAC menu options will also vary based on your role within NCDOC-CMS. For example, an Editor can select Approve on a posting that has
the status “Waiting for Editor
Approval”, but an Author cannot approve
postings.
The
table below lists the options available on the WAC when in Edit Site mode.
|
Option |
Purpose |
|
Page Status |
Automatically provides the current status of
the posting. |
|
Version |
This option will only appear when you
have edited and saved an existing posting.
Until the Editor approves the posting, this value will always be Page has Live Version because the posting
on the live site currently displays the existing posting content. |
|
Lock Status |
Displays a Locked/Not Locked status for the
current posting. |
|
Production Manager |
Lists saved postings that are in the
production queue. |
|
Approval Assistant |
Lists postings awaiting approval. |
|
Resource Manager |
Lists available resource galleries and
resources in those galleries, such as shared images and documents. The Resource Manager can be used to manage
the resources you need to create a Web posting. Resources, such as image
files, can be added, modified, or deleted. However, you must have
Administrative rights in order to modify resources using the Resource
Manager. |
|
Preview |
Provides a preview of the current posting. |
|
Create New Page |
Creates a new posting. |
|
Edit |
Edits a single posting or a connected posting. |
|
Delete |
Deletes a single posting or a connected posting. |
|
Copy |
Copies a single posting or a connected posting. |
|
Move |
Moves a single posting or a connected posting. |
|
Submit |
Posting is submitted for approval by either
an Editor or an |
|
Approve |
The posting has been approved. The status of
the posting is changed to “Published” and the posting is considered published
on the Authoring server. However, the posting is not considered “live” to the
Web site until it is promoted to the Production server during the day. If you
have an immediate need to expedite the posting to production, the |
|
Decline |
The content is rejected by the Editor. |
|
Page Properties |
Display the properties of the current posting
and can be used to modify properties. |
|
Revision History |
Displays all the versions of a posting. |
|
View Revisions by
Date |
Displays versions of a posting for a
specified date. |
|
Channel Properties |
Displays standard and
custom properties for a channel. |
Figure 7 Web Authoring Console Options
Chapter 3 Channel Types [top]
There are two types of channels
within NCDOC-CMS:
Empty channels do not have any
content within them requiring a slightly different approach to getting started
versus populated channels that have existing postings.
The
following example illustrates what you will have to do the first time you
create content for an empty channel.

Figure 8 Switching to Edit Site Mode

Figure 9 Clicking on an Empty Channel from Edit Site Mode
Because
there is no content for the

Figure 10 Empty Channel Displays This Window

Figure 11 Template Gallery
All pages within the NCDOC-CMS are based on pre-defined
templates. This window allows you to choose from a list of templates that are
available to you.
Note: At the top of the window the
Destination Channel appears confirming where you have selected your content to
appear. If the Destination Channel is incorrect, close the window and navigate
to the correct channel while in Edit Site mode.
See Chapter 5, ‘The
Template Gallery’ on how to use the templates.
Most content you create will be going to a
channel that has existing postings. If that is the case, then you can use the
option Create
New Page from the Web Authoring Console
(WAC).
This option will allow you to create the content using a template where you supply all of the text and images (if appropriate for the selected template) for the page.

Figure 12 Channel with existing content.

Figure 13 Template Gallery
All pages within the NCDOC-CMS are based on pre-defined
templates. The Select Template Gallery window allows you to choose from a list
of templates that are available to you.
Note: At the top of the window the
Destination Channel appears confirming where you have selected your content to
appear. If the Destination Channel is incorrect, close the window and navigate
to the correct channel while in Edit Site mode.
See Chapter 5, ‘Using the
Template Gallery’, on how to use the templates.
Chapter 4 Web Authoring Tools [top]
Contained
within the CMS application are numerous tools that make creating content for
the North Carolina Department of Commerce web site simple. They include
the Web Authoring Console, the Web Authoring toolbar, placeholders for your
content, and placeholder indicators.
The
Web Authoring Console provides access to all of the capabilities
within NCDOC-CMS. The Web Authoring Console is only available at the page level to users
who have appropriate rights in that specific channel.
This
section explains how to use each option found on the Web Authoring Console.

Figure 14 Web Authoring Console in Live Mode
The
number of options will vary by the role
(


|
|
The following
section describes the options that will be found on the Web Authoring Console.
Again, all options described here may not be shown when you are in NCDOC-CMS
because of your role.
The
Production Manager option provides the capability to view the status of any of
your pages currently under production. This includes pages that are saved,
waiting for approval, unpublished or have been declined by an Editor for
publication.

Figure 15 Production Manager Window
The
Production Manager Window (Figure 15) presents a list of all of your pages currently
under production or “in construction”. Please note that this list does not
include published pages but rather pages that are under construction.
For
each page in production, the Production Manager displays the name of the page,
the status of the page, the channel in which the page will be published and the
date the page was last modified. Clicking the magnifying glass icon next to the
page name will present a preview of the page in a new browser window. Clicking
the Go To
link next to the page name will display your page in the window.
Users with Approval Assistant (Figure 16) rights can approve or decline multiple pages at one time. For example, an Author
creates a page and “Submits” it to an Editor. The Editor would then use the
Approval Assistant to review and either approve or decline the page(s). The Approve option does the same thing but
only on a single page basis.

Figure 16 Approval Assistant Shows Pages Waiting for Editor Approval
Resource Manager gives an
Preview your page by clicking the Preview icon on the Web Authoring Console. Your content page is
displayed in a new browser window. When you are finished previewing the page,
close the window by clicking on the X in the upper right corner of the window.
Click
Save and Exit on the Web Authoring
Console to complete the authoring process. Your page now displays with the expanded Web Authoring Console.
Note: The page status on the Web Authoring Console
should indicate “Saved”. This means that your page has been saved inside NCDOC-CMS
but it has not been approved and therefore
is not published. It will only be
visible to NCDOC-CMS users. If you do not have rights to approve (Editor rights) the page, you will need to click Submit in order to submit the page for the
Editor to review, and then approve or decline the page.

Figure 17 Save New Page Window
Enter in the Display Name textbox the name of the page that will appear in the
browser’s title bar. Click OK. The
Page Status indicates Saved (Figure
18).

Figure 18 Page Saved
|
Figure 19 Console Options When Editing a Page |
Clicking
the Edit option will open the
current page in Edit Site mode to allow you to make revisions.
Note: The page status on the Web Authoring Console will
indicate “Saved”.
Because you have made changes to your page it will require re-approval by an
editor in order to be re‑published. Until your new changes have been re-approved,
the previously-approved version of your page
is still available to website users.
If
you have author or editor rights to the page, using this option will remove the
content from the channel that it resides in.
Navigate
to your content page and then select the Delete option from the Web Authoring Console. A dialog box asks you to confirm the
deletion (Figure
20).

Figure 20 Confirm Page Deletion Window
Use
this option to copy the current page to another channel that
you have access rights to.
Note: Changes made on one page will not be reflected on the copy of the page.
Also, if you try to copy a page from one channel to another with the same
name, the page will not be copied. An error message will not appear informing you
of the name conflict so pay careful attention!
|
Figure 21 Copy Page Select Destination
Channel Window |
|
Figure 22 Destination Channel for Copied
Content |
This
option is used to move the current page to another channel that you have access
rights to.
Note: If you try to move a page from one
channel to another with the same name, the page will not be moved.
An error message will not appear informing you of the name
conflict so pay careful attention!
Click
the Move
option on the Web Authoring Console. The Select Destination channel window appears (Figure 23).

Figure 23 Move Page Select Destination Channel Window

Figure 24 Destination Channel for Moved
Content
Once you
have saved a page, you submit it to
an Editor or an
|
Figure 25 Submitted Page |
Note: Until your new changes have been approved, the previous version of your page is still
available to NCDOC-CMS users and website users.
After a
page has been submitted it needs to be approved by an Editor or an

Figure 26 Approve Confirmation Window
The Page Status
changes from Waiting for Editor Approval to Published (Figure
27).

Figure 27 Approved Page is Now Published
An Editor
can decline a page that was submitted if that page is not up to the standards
set up by the organization, is missing content, or the content is inaccurate.

Figure 28 Declined Page
Note: There is no automated email
notification sent to the author of the declined page. A page that has been
declined must be resubmitted after modifications have been made.
Use
this option to view the properties associated with the current page including
the name of the file saved on the Authoring Server and display name of the page
used for navigation on the site, the start and stop publishing dates, the date
the page was last modified and more.

Figure 29
Page Properties
The
table below describes the options found on the Page Properties window. Not all
options are used within the NCDOC-CMS.
|
Page Properties |
|
|
Field
Name |
Description |
|
Name |
The name of
the page on the authoring server. |
|
Display Name |
The name of
the page on the navigation menu. |
|
URL |
The location
of the page of the web site. |
|
Template Path |
The location
of the template used for the creation of the page. |
|
Description |
A description of the page you have created. |
|
Publishing Options Section |
|
|
Start
Publishing |
Select the Immediately
option to publish your page immediately after approval and submission, Or,
select the starting date and time using the drop-down boxes. |
|
Stop
Publishing |
Select the Never
option to have your page never expire. Or, select the ending date and time
using the drop-down boxes. |
|
Owner |
Displays the assigned owner of the page. |
|
Last Modified |
Displays the modification history of the page. |
|
Important
Page |
Select this property to enable template designers
to specify actions for an Important Page. For
example, an important page could have flashing animation added to it, or
could appear first in the navigation pane. |
|
Hide When Published |
Select this property to hide the channel or page
from visitors on the live site. This may be useful when creating a summary
page. |
|
Web Robots
Can Crawl Links |
Select this property to indicate that Web robots
should follow links to other pages or channels. |
|
Web Robots
Can Index This Page |
Select this property to
indicate that Web robots should index the content in a given page or
channel. |
Figure 30 Page Property Window Definitions
Note: If you make changes to any of the page
properties, your page will not
require approval prior to those changes taking effect.
Use
this option to view the revision history of a page over the time period of its existence.

Figure 31 Revision History Window

Figure 32 Compare Revisions Window
Note: You cannot rollback a page to
a previous version of that page.
Use
this option to view a previous version of the current production page on a
specific date. To view a revision of a page by date and time, you must have
authoring or editing rights to that page.

Figure 33 View Revisions by Date Window
Often
times, there will be a situation where a page content exactly mirrors the page
content in a different channel. The
maintenance of this information can be made easier by using the connected page
concept. This allows the content to be
updated on one page and this change will immediately be reflected in the other
page that is connected.
This
option should be used when the content for one page will exactly mirror
the proposed page content to exist in a different channel in the website.
Note: Any
changes
except the Display Name made on one page will be reflected on the both copies
of the page, regardless where the changes originate.
Note: Deleting
a page on one of the channels will not delete the page on the other
channel, regardless where the deletion occurs.

Figure 34 Create Connected Page Select
Destination Channel

Figure 35 Selecting the Destination Channel

Figure 36 Selecting the Template
Use
this option to view the properties associated with the current channel
including the le name and display name of the channel, and the
description of the current channel.
Note: Changes to Channel Properties can only be made
by an

Figure 37 Channel Properties Window
The
table below (Figure
38) describes the options found on the Channel
Properties window. Not all options are used within the NCDOC-CMS.
|
Channel
Properties |
|
|
Field Name |
Description |
|
Name |
The name of the channel on the authoring
server. |
|
Display Name |
The name of the channel on the
navigation menu. |
|
URL |
The location of the channel of the web
site. |
|
Template Path |
The location of the template used for
the creation of the channel. |
|
Description |
A
description of the channel you have created. |
|
Publishing Options
Section |
|
|
Start Publishing |
Select
the Immediately option to publish your channel
immediately. Or,
select the starting date and time using the drop-down boxes. |
|
Stop Publishing |
Select
the Never option to have your channel never expire. Or, select the
ending date and time using the drop-down boxes. |
|
Owner |
Displays
the assigned owner of the channel. |
|
Last Modified |
Displays
the modification history of the channel. |
|
Important Channel |
Select
this property to enable template designers to specify actions for an Important
channel. For example, an
important channel could have flashing animation added to it, or could appear
first in the navigation pane. |
|
Hide
When Published |
Select this property to hide the channel from visitors
on the live site. This may be useful when creating a summary channel. |
Figure 38 Channel Properties Window Options
When
creating or editing a page, the Web Authoring Toolbar (Figure 39) appears in your web browser and has formatting
controls like those found in Microsoft Word or PowerPoint. These formatting
controls provide the ability to format text, spell check, add images,
hyperlinks, tables, etc. in the allowable placeholders on a page.
Note: If the Web Authoring Toolbar does not appear,
please contact the NCDOC-CMS

Figure 39 Web Authoring Toolbar
The
formatting controls will be available for use only if the placeholder for the
template allows them to be used. This
will be illustrated when we look at indicators.
Note:
This toolbar will only appear when using Microsoft Internet Explorer
version 6.0 and higher.
A NCDOC-CMS
template is a collection of placeholders (Figure 40). Placeholders are used to enter your content into the
template. Each placeholder includes a gray header that contains one or more
indicator icons. The indicator icons appear on the left or right side of a
header and represent functions that can be performed within the placeholder.
|
Figure 40 Placeholders within a Template |
There
are two types of placeholders:
Text
placeholders can contain a variety of components including
attachments, hyperlinks, as well as plain and formatted text. Certain text placeholders
will allow you full formatting options available from the Web Authoring
toolbar, while others will have a pre-defined set of styles, thereby not
allowing you to change the text formatting. The icons in the gray header will
indicate what can be entered within the placeholder.
To
enter text into the placeholder, place your cursor in the text placeholder box
and begin typing. You can also cut and paste text content from other
applications.
Note: If
you choose to do this, it is extremely important to verify through Preview and
in Live Mode that the content has been transferred properly and does not break
the overall design of the website!
You
can use formatting options in the Web Authoring Toolbar to align your text,
create tables and stylize your text using bold, italic, and underline. You also
have the capability to perform a spelling check on your text within a
placeholder using the spell check function in the Web Authoring Toolbar.
|
Figure 41 Placeholder Indicators |
Image placeholders allow you to add images and only
images in designated locations in the template.
The placeholder
indicator icons (Figure 41), may be functional depending on the placeholder,
appear on the left or right side of the placeholder and indicate the types of
content that can be added to the placeholder.
The
Web Authoring Toolbar shown below (Figure 42) indicates the icons available for a
placeholder that allows partial formatting of the text, hyperlinks, images,
and attachments.

Figure 42 Web Authoring Toolbar with Formatting
Options Enabled
The
following illustration (Figure
43) of a placeholder and its available indicator
(T) shows how the Web Authoring Toolbar is
restricted from being used.

Figure 43 Placeholder Indicator Bar
The
Web Authoring Toolbar illustrated below (Figure
44), reflects the limitations set by the placeholder
shown above (Figure 43). The entire Web Authoring Toolbar is inactive except
for the spellchecking icon. All of the formatting for the placeholder will be
done by the styles sheets that are assigned to the placeholder.

Figure 44 Web Authoring Toolbar Disabled
|
Figure 45 Image Icon on Placeholder Bar |
If
the placeholder bar shows an image icon (Figure 45), click on the Insert
Image icon on the Web Authoring Toolbar.
If
the placeholder has a large icon representing an image (Figure 46) click on the image contained within the placeholder
bar.

Figure 46 Image Placeholder

Figure 47 Insert Image Select Source Window
The
Insert Image Select Source window offers you two (2) choices:

Figure 48 Image Placeholder

Figure 49 Insert Image Window (Local)
|
Figure 50 Local Image Browse Dialog Window |

Figure 51 Insert Image Window (Local)

Figure 52 Image Placeholder

Figure 53 Select Image Source Window
|
Figure 54 Insert Image Select Resource Gallery Window |

Figure 55 Select Source Select Image Window

Figure 57 Image Preview Window

Figure 58 Insert Image Window

Figure 59 Alternate Text for Image

Figure 60 Image Inserted in the Placeholder
To
use this option, position the pointer in the body of the text placeholder where
you want to insert an attachment. Then select the Insert Attachment icon from the web toolbar. If the icon is not
highlighted, place your cursor in the content placeholder to activate the
button.

Figure 61 Insert Attachment Select Source Window
The
Insert Attachment Select Source window offers you two (2) choices:

Figure 62 Select Source Insert Attachment (local attachment)

Figure 63 Choose File for Local Attachment Window

Figure 64 Insert Attachment Window (Local)

Figure 65 Insert Attachment Select Resource Gallery Window

Figure 66 The Expanded NCDOCWeb07 Folder
NOTE: When using a shared attachment, the icon for the
attachment will not represent the attachment until the content is displayed
on the web site. A generic icon is used as an icon placeholder until that
time.

Figure 67 Insert Attachment Select Attachment Window

Figure 68 Insert Attachment Window with
Document Name

Figure 69 Attachment Icon with the Name of the
Attachment
A
hyperlink is a link from your NCDOC-CMS page to another NCDOC-CMS page or an
external Internet page. Similar to standard Internet web pages, NCDOC-CMS
hyperlinks appear as clickable, underlined text.

Figure 70 Web Authoring Toolbar
You have
two (2) different types of hyperlinks:
·
A
link to an external web page on another web server
·
A
link to an internal page on the NCDOC-CMS server

Figure 71 Edit Hyperlink Window
1.
Select the text that will be used for the link (Figure 72).

Figure 72 Selecting the Text to be the Hyperlink
2.
Click on the Hyperlink icon found on the CMS toolbar
(Figure
73).
![]()
Figure 73 Toolbar
The Edit Hyperlink window appears (Figure 74).

Figure 74 Edit Hyperlink Window

Figure 75

Figure 76 Open Link In Drop Down Menu

Figure 77 Hyperlink Text within Placeholder
1.
Select the text that will be used for the link (Figure 78).

Figure 78 Selecting the Text to be The Link
2.
Click on the Hyperlink icon found on the CMS toolbar
(Figure
79).
![]()
Figure 79 Toolbar
The Edit Hyperlink window appears (Figure 80).

Figure 80 Edit Hyperlink Window
3. Click on
the Browse button. The Insert Hyperlink Select Internal Link window appears (Figure 81).

Figure 81 Select Internal Link Window
4. Click on
the plus (“+”) sign to expand the
folder NCDOCWeb07. All the folders within the NCDOCWeb07 folder
appear (Figure 82).

Figure 82 Expanded Folders
5. Continue
clicking on the plus sign next to the folder (channel) until you find the folder
(channel) that contains the page you want to link to (Figure 83).

Figure 83 Homepage to Link To
6. Click on the name of the page not the icon for the page. The name of the page appears in the Selected
Item textbox (Figure 84).

Figure 84 Selected Link Textbox
7. Click OK.
The name of the page is transferred to
the Hyperlink Address textbox (Figure 85).

Figure 85 Hyperlink Address with Value of the
Link
8. Enter a phrase in the Tooltip textbox (Figure
86) to display when the mouse pointer hovers over the
text that you had earlier selected to be the linked text.

Figure 86
9. Click OK. The
window re-opens with the linked text underlined (Figure 87)

Figure 87 Hypertext Link Displayed in Body
Text
10. Preview the page.
11. Point your mouse over the NCDOC link. The tooltip appears (Figure 88).

Figure 88 Tooltip over the Hyperlink
Chapter 5 The Template Gallery [top]
Regardless
of whether you are using a populated or an unpopulated channel, creating a new
page for that channel requires you to use a template from the Template Gallery (Figure 89).

Figure 89 Template Gallery
In
this chapter we will be examining the seven templates available to you within
the NCDOC-CMS template gallery.
The Tier
1 template (Figure 90) has a great deal of flexibility containing five
placeholders allowing for the usage of images, links, and attachments within
the main body placeholder.

Figure 90 Tier 1 Template
After
completing this section the Tier 1 Template will appear as shown below (Figure 91).

Figure 91 Tier 1 Template Completed

Figure 92 Web Authoring Console.
|
Figure 93 Select Template Gallery |

Figure 94 WebSite Folder
The Select Template Gallery Select Template window appears with the first five templates displayed (Figure 95).

Figure 95 WebSite Folder Collapsed
|
Figure 96 Change the Templates Displayed |

Figure 97 Icon
to Preview the Tier1Page Template
A
preview of the template appears (not shown in documentation).

Figure 98 Selecting the Template
The
template appears (Figure
99) with placeholders for you to add your content.

Figure 99 Tier 1 Template Placeholders
Meta Data
are descriptive information about your page content.
The Meta
Data should be completed accurately for the NCDOC-CMS search engine and other
NCDOC-CMS users to find your page.

Figure 100

Figure 101
If the placeholder bar shows an image
icon (Figure
102), click on the Insert Image icon on the web Authoring
Toolbar.
If the placeholder has a large icon
representing an image (Figure
102) click on the image contained within the placeholder
bar.

Figure 102 Image
Placeholder
The Insert Image
Select Source window is displayed (Figure 103).

Figure 103 Insert Image
Select Source Window
The Insert Image Select Source window
offers you two (2) choices:

Figure 104 Image Placeholder
The Insert Image Select Source window appears Figure 105).

Figure 105 Image Select Source

Figure 106 Insert Image Window (Local)
|
Figure 107 Local Image Browse Dialog Window |

Figure 108 Insert Image Window (Local)

Figure 109 Image Placeholder

Figure 110 Select Image Source Window
|
Figure 111 Insert Image Select Resource Gallery Window |

Figure 112 Select Source Select Image Window

Figure 114 Image Preview Window

Figure 115 Insert Image Window

Figure 116 Alternate Text for Image

Figure 117 Image Inserted in the Placeholder
To delete the image, click on the icon
resembling an “X” located above the image (Figure 118). To change
the Alternative Text of the image, click on the icon resembling a pen. To replace the image, click on the icon.

Figure 118 Image Placeholder Icons
If a caption is desired (a caption is not required), follow the below instructions:

Figure 119 Image Caption Placeholder

Figure 120 Formatted New Text

Figure 121 Image with Caption Preview

Figure 122 Header Text Placeholder

Figure 123 Formatted Header Text
|
Figure 124 Header Text Preview |

Figure 125 Sub-Header Text Placeholder

Figure 126 Formatted Sub-Header Text
|
Figure 127 Sub-Header Text Preview |

Figure 128 Body Section of the Template

Figure 129 Unformatted Main Body Text

Figure 130 Main Body Unformatted
Using the formatting toolbar
found within CMS, you have the options bold, italic, and underline available.

Figure 131 Selecting Text to be Formatted
![]()
Figure 132 Toolbar

Figure 133 Formatted Text

Figure 134 Formatted Main Body Text Preview

Figure 135 Web Authoring Toolbar
You have
two (2) different types of hyperlinks:
·
A
link to an external web page on another web server
·
A
link to an internal page on the NCDOC-CMS server

Figure 136 Edit Hyperlink Window
1.
Select the text that will be used for the link (Figure 137).

Figure 137 Selecting the Text to be the Hyperlink
2. Click on the Hyperlink
icon found on the CMS toolbar (Figure 138).
![]()
Figure 138 Toolbar
The Edit Hyperlink window appears (Figure 139).

Figure 139 Edit Hyperlink Window

Figure 140 Edit Hyperlink Window and

Figure 141 Open Link In Drop Down Menu

Figure 142 Hyperlink Text Displayed
1.
Select the text that will be used for the link (Figure 143).

Figure 143 Selecting the Text to be The Link
2.
Click on the Hyperlink icon found on the CMS toolbar
(Figure 144).
![]()
Figure 144 Toolbar
The Edit Hyperlink window appears (Figure 145).

Figure 145 Edit Hyperlink Window
3. Click on
the Browse button. The Insert Hyperlink Select Internal Link window appears (Figure 146).

Figure 146 Select Internal Link Window
4. Click on
the plus (“+”) sign to expand the
folder NCDOCWeb07. All the folders within the NCDOCWeb07 folder
appear (Figure
147).

Figure 147 Expanded Folders
5. Continue
clicking on the plus sign next to the folder (channel) until you find the folder
(channel) that contains the page you want to link to (Figure 148).

Figure 148 Homepage to Link To
6. Click on the name of the page not the icon for the page. The name of the page appears in the Selected
Item textbox (Figure 149).

Figure 149 Selected Link Textbox
7. Click OK.
The name of the page is transferred to
the Hyperlink Address textbox (Figure 150).

Figure 150 Hyperlink Address with Value of the
Link
8. Enter a phrase in the Tooltip textbox (Figure 151) to display when the mouse pointer hovers over the
text that you had earlier selected to be the linked text.

Figure 151
9. Click OK. The
window re-opens with the linked text underlined (Figure 152)

Figure 152 Hypertext Link Displayed in Body
Text
10. Preview the page.
11. Point your mouse over the NCDOC link. The tooltip appears (Figure 153).

Figure 153 Tooltip over the Hyperlink

Figure 154 Insert Attachment Select Source Window
The
Insert Attachment Select Source window offers you two (2) choices:

Figure 155 Select Source Window
The Select Source Insert
Attachment window appears (Figure 156).

Figure 156 Select Source Insert Attachment (local attachment)

Figure 157 Choose File for Local Attachment Window

Figure 158 Insert Attachment Window (Local)

Figure 159 Insert Attachment Select Resource Gallery Window

Figure 160 The Expanded NCDOCWeb07 Folder
NOTE: When using a shared attachment, the icon for the
attachment will not always accurately represent the attachment until the
content is displayed on the web site. A generic icon is used as an icon
placeholder until that time.

Figure 161 Insert Attachment Select Attachment Window

Figure 162 Insert Attachment Window with
Document Name

Figure 163 Attachment Icon with the Name of the
Attachment
RSS
(which stands for ‘Really Simple Syndication’) is a newer web technology that
allows people to ‘subscribe’ to receive updates from your website. When you publish a new web page or update an
existing one, you may select the page to also appear as an “item” in various
Commerce RSS feeds. People using RSS
readers or news aggregator software then receive an ‘alert’ anytime the page
content changes. RSS also allows people to easily add links to your content
within their own web pages.

Figure 164 RSS Section of the Template

Figure 165 Create New Page Save New Page
|
Figure 166 Paged Saved |
Note: If you save the page
with the name of index, it will be the homepage for the channel. This will
result in having the page appear automatically after the channel name is clicked
and the Display Name will not appear in the breadcrumbs. You can only have one
page named index per channel.
Saving
content does NOT
put it into production for public viewing, but allows it to be viewed on the authoring
server. The authoring server content is only available to employees of NC-DOC. Therefore, after the content has been saved
the next step is to submit it for approval.

Figure 167 Submit the Page for Approval
The Web
Authoring Console Page Status changes to Waiting for Editor Approval (Figure 168).
|
Figure 168 Content Submitted: Waiting for Editor Approval |
It is
now the Editor’s role to approve your page’s content. After they approve the
content, the page will then be marked to be moved into production for everyone
to view the page.
The
purpose of this template is to contain the content for an individual press
release. The content will not display by itself, but rather will be found as a
link on the Press Release List template discussed in the next section.
Figure 169 Press Release Template
After
completing this section the Press Release Template will appear as shown below (Figure 170) in preview.

Figure 170 The Completed Press Release Template

Figure 171 Web Authoring Console.
|
Figure 172 Select Template Gallery |

Figure 173 WebSite Folder
The Select Template Gallery Select Template window appears with the first five templates displayed (Figure 174).

Figure 174 WebSite Folder Expanded
|
Figure 175 Change the Templates Displayed |

Figure 176
Icon to Preview the Press Release Template
A
preview of the template appears (not displayed in the documentation).

Figure 177 Selecting the Template
The template
appears (Figure
178) with placeholders for you to add your content.

Figure 178 Press Release Template Placeholders
Meta Data
are descriptive information about your page content.
The Meta
Data should be completed accurately for the NCDOC-CMS search engine and other
NCDOC-CMS users to find your page.

Figure 179

Figure 180

Figure 181 Header Section of the Press Release Template
|
|

|
|
|
|

Figure 182 Sub-Header Section of the Press Release Template

Figure 183 Creating the Press Release Body

Figure 184 Press Release Template Preview
Using the formatting toolbar
found within CMS, you have the options bold, italic, and underline available.

Figure 185 Selecting Text to be Formatted
![]()
Figure 186 Toolbar

Figure 187 Formatted Text

Figure 188 Web Authoring Toolbar
The Edit Hyperlink dialog
box appears (Figure 189).

Figure 189 Edit Hyperlink Window
You have two (2) different types
of hyperlinks:
·
A
link to an external web page on another web server
·
A
link to an internal page on the NCDOC-CMS server
1. Select
the text that will be used for the link (Figure
190).

Figure 190 Selecting the Text to be the Hyperlink
2. Click on the Hyperlink
icon found on the CMS toolbar (Figure 191).
![]()
Figure 191 Toolbar
The Edit Hyperlink
window appears (Figure 192).

Figure 192 Edit Hyperlink Window

Figure 193 Edit Hyperlink Window and

Figure 194 Open Link In Drop Down Menu

Figure 195 Hyperlink Text Displayed
1. Select
the text that will be used for the link (Figure
196).

Figure 196 Selecting the Text to be The Link
2. Click on the Hyperlink
icon found on the CMS toolbar (Figure 197).
![]()
Figure 197 Toolbar
The Edit Hyperlink
window appears (Figure 198).

Figure 198 Edit Hyperlink Window
3.
Click on the Browse
button. The Insert Hyperlink Select Internal
Link window appears (Figure
199).

Figure 199 Select Internal Link Window
4.
Click on the plus (“+”) sign to expand the folder NCDOCWeb07.
All the folders within the NCDOCWeb07
folder appear (Figure
200).

Figure 200 Expanded Folders
5.
Continue clicking on the plus sign next to the
folder (channel) until you find the folder (channel) that contains the page you
want to link to (Figure 201).

Figure 201 Homepage to Link To
6.
Click on the name
of the page not the icon for the page. The name of the page appears in the Selected
Item textbox (Figure 202).

Figure 202 Selected Link Textbox
7.
Click OK. The
name of the page is transferred to the Hyperlink Address textbox (Figure 203).

Figure 203 Hyperlink
Address with Value of the Link
8.
Enter a phrase in the Tooltip textbox (Figure 204) to display when the mouse pointer hovers over the
text that you had earlier selected to be the linked text.

Figure 204
9.
Click OK. The window re-opens with the linked text underlined
(Figure 205)

Figure 205 Hypertext Link
Displayed in Body Text
10. Preview the page.
11. Point your mouse over the NCDOC link. The tooltip appears (Figure 206).

Figure 206 Tooltip over
the Hyperlink
To
use this option, position the pointer in the body of the text placeholder where
you want to insert an attachment. Then select the Insert Attachment icon from the web toolbar. If the icon is not
highlighted, place your cursor in the content placeholder to activate the
button.

Figure 207 Insert Attachment Select Source Window
The
Insert Attachment Select Source window offers you two (2) choices:

Figure 208 Insert Attachment Select Source Window
The Select Source Insert Attachment window appears (Figure 62).

Figure 209 Select Source Insert Attachment (local attachment)
|
Figure 210 Choose File for Local Attachment
Window |

Figure 211 Insert Attachment Window (Local)

Figure 212 Insert Attachment Select Source Window
The Insert Attachment Select Resource
Gallery window appears (Figure 213).

Figure 213 Insert Attachment Select Resource Gallery Window
|
Figure 214 The Expanded NCDOCWeb07 Folder |
NOTE: When using a shared attachment, the icon for the
attachment will not always accurately represent the attachment until the
content is displayed on the web site. A generic icon is used as an icon
placeholder until that time.

Figure 215 Insert Attachment Select Attachment Window

Figure 216 Insert Attachment Window with
Document Name

Figure 217 Attachment Icon with the Name of the
Attachment
RSS
(which stands for ‘Really Simple Syndication’) is a newer web technology that
allows people to ‘subscribe’ to receive updates from your website. When you publish a new web page or update an
existing one, you may select the page to also appear as an “item” in various
Commerce RSS feeds. People using RSS
readers or news aggregator software then receive an ‘alert’ anytime the page
content changes. RSS also allows people to easily add links to your content
within their own web pages.

Figure 218 RSS Section of the Template

Figure 219 Create New Page Save New Page
Note: If you save the page
with the name of index, it will be the homepage for the channel. This will
result in having the page appear automatically after the channel name is
clicked and the Display Name will not appear in the navigation bar. You can
only have one page named index per channel.
|
Figure 220 Paged Saved |
Saving
content does NOT
put it into production for public viewing, but allows it to be viewed on the authoring
server. The authoring server content is only available to employees of NC-DOC. Therefore, after the content has been saved
the next step is to submit it for approval.

Figure 222 Submit the Page for Approval
The Web
Authoring Console Page Status changes to Waiting for Editor Approval (Figure 223).
|
Figure 223 Content Submitted: Waiting for Editor Approval |
It is now the Editor’s role to approve your pages
content. After they approve the content, the page will then be moved into
production for everyone to view the page.
This
template is used to display the press releases created using the Press Release
Template. Each press release created will be a link from the Press Release List
template to the actual press release.

Figure 224 Press Release List Template
After
completing this section the Press Release List Template will appear similar to
the example shown below (Figure
225).

Figure 225 Press Release List Template Completed

Figure 226 Web Authoring Console
|
Figure 227 Select Template Gallery |

Figure 228 WebSite Folder
The Create New Page Select Template window appears with the first five templates displayed (Figure 229).

Figure 229 WebSite Folder Expanded
|
Figure 230 Change the Templates Displayed |

Figure 231
Icon to Preview the Press Release Template
A
preview of the template appears (not displayed in the documentation).

Figure 232 Selecting the Template
The template
(Figure
233) appears with placeholders for you to add your
content.

Figure 233 Press Release List Template Placeholders
Meta Data
are descriptive information about your page content.
The Meta
Data should be completed accurately for the NCDOC-CMS search engine and other
NCDOC-CMS users to find your page.

Figure 234

Figure 235
|
Figure 236 Image Icon on Placeholder Bar |

Figure 237 Image
Placeholder
The Insert Image
Select Source window is displayed (Figure 238).

Figure 238 Insert Image
Select Source Window
The Insert Image Select Source window
offers you two (2) choices:

Figure 239 Insert Image
Select Source Window
The Insert Image window appears (Figure
240).

Figure 240 Insert Image Window (Local)

Figure 241 Local Image Browse Dialog Window

Figure 242 Insert Image Window (Local)

Figure 243 Insert Image
Select Source Window
The Insert Image Select Resource Gallery window opens
(Figure
244).

Figure 244 Insert Image Select Resource Gallery Window

Figure 245 Select Source Select Image Window
|
Figure 246 Preview / Select Image Icons |
The Image Preview window appears (Figure 57).

Figure 247 Image Preview Window

Figure 248 Insert Image Window

Figure 249 Alternate Text for Image

Figure 250 Image Inserted in the Placeholder
To delete the image, click on the icon
resembling an “X” located above the image (Figure 251). To change
the Alternative Text of the image, click on the icon resembling a pen. To replace the image, click on the image icon.

Figure 251 Image Placeholder Icons
If a
caption is desired (a caption is not required), follow the below instructions:

Figure 252 Image Caption Placeholder

Figure 253 The Formatted New Text

Figure 254 Image with Caption Preview

Figure 255 Body Section of the Template

Figure 256 Text Entered for the Press Release
Link

Figure 257 Selecting the Text to Link to the Press Release
![]()
Figure 258 Toolbar
The Edit Hyperlink window appears (Figure 259).

Figure 259 Edit Hyperlink Window

Figure 260 Select Internal Link Window
All the folders within the NCDOCWeb07 folder appear (Figure 261).

Figure 261 Expanded Folders

Figure 262 Press Release to Link To

Figure 263 Selected Link Textbox

Figure 264 Hyperlink Address with Value of the
Link

Figure 265

Figure 266 Hypertext Link Displayed in Body
Text

Figure 267 Preview of the Press Release List
and Press Release Template
RSS
(which stands for ‘Really Simple Syndication’) is a newer web technology that
allows people to ‘subscribe’ to receive updates from your website. When you publish a new web page or update an
existing one, you may select the page to also appear as an “item” in various
Commerce RSS feeds. People using RSS
readers or news aggregator software then receive an ‘alert’ anytime the page
content changes. RSS also allows people to easily add links to your content
within their own web pages.

Figure 268 RSS Section of the Template

Figure 269 Create New Page Save New Page
|
Figure 270 Paged Saved |
Note: If you save the page
with the name of index, it will be the homepage for the channel. This will
result in having the page appear automatically after the channel name is
clicked and the Display Name will not appear in the navigation bar. You can
only have one page named index per channel.
Saving
content does NOT
put it into production for public viewing, but allows it to be viewed on the authoring
server. The authoring server content is only available to employees of NC-DOC. Therefore, after the content has been saved
the next step is to submit it for approval.

Figure 271 Submit the Page for Approval
The Web
Authoring Console Page Status changes to Waiting for Editor Approval (Figure 272).

Figure 272 Content Submitted: Waiting for Editor Approval
It is now the Editor’s role to approve your
page’s content. After they approve the content, the page will then be marked to
be moved into production for everyone to view the page.
The Event
Item template is used to create a page that displays full details for a
particular event that will appear in the Calendar template. It is recommended
that the event items that you create should be designated for the appropriate
event topic with the option to have them appear under other event topics as
well. In addition to the event topics, you can also have your events appear
based on an event type (Boards & Commissions Meetings, Job Link Events, and
Trade Shows, etc.).

Figure 273 The Event Item Template
After
completing this section the Event Item Template will appear as shown below (Figure 274).

Figure 274 Event Item Template Completed

Figure 275 Web Authoring Console
|
Figure 276 Select Template Gallery |

Figure 277 WebSite Folder
The Select Template Gallery Select Template window appears with the first five templates displayed (Figure 278).

Figure 278 WebSite Folder Expanded
|
Figure 279 Change the Templates Displayed |

Figure 280 Icon to Preview the Event Item
Template
A
preview of the template appears (not displayed in the documentation).

Figure 281 Selecting the Template
The template
appears (Figure
282) with placeholders for you to add your content.

Figure 282 Event Item Template Placeholders
Meta Data
are descriptive information about your page content.
The Meta
Data should be completed accurately for the NCDOC-CMS search engine and other
NCDOC-CMS users to find your page.

Figure 283

Figure 284
As we all
know, it’s not uncommon for the times and details of an event to change as the
actual event time approaches.
The Confirm placeholder (Figure 285) is designed to provide event authors a place to remind readers to make sure they confirm the event is still on before arriving.

Figure 285 Confirm Placeholder

Figure 286 Pre-formatted Confirm Text

Figure 287 Confirm Text Preview
This
placeholder (Figure
288) provides event authors a place to publish
cancellation or rescheduling notices used to alert readers of the page if the
event has been cancelled or rescheduled for a later time.

Figure 288 Cancel / Rescheduled Text Placeholder

Figure 289 Formatted Cancel Rescheduled Text

Figure 290 Cancelled Rescheduled Preview
When you create an event, you need to select which topic(s)
and type(s) the event will appear under. This will allow the visitor of the
site to display only those events they are interested in attending when they
view the master calendar for the web site.

Figure 291 Topic and Type Checkboxes for the Event
Note: You will not be able to preview the result of the
checkboxes until the calendar application web page is visible on the web site. You must select at least one topic.
|
Note: You will not be able to preview the result of this action until the calendar application web page is saved. |
If
desired, event authors may provide calendar visitors a map of their event venue

Figure 292 Generate a Map Link

Figure 293 Event Title Placeholder

Figure 294
Pre-formatted Event Title

Figure 295 Event Title Preview
In this
section of the template, you put the date(s) and time(s) of the event.

Figure 296 Dates and Times for the Event
The Pick
Event Date window appears (Figure
297).

Figure 297 Pick Event Date Window

Figure 298 Transferred Date and Time
Note: The summary information must not
exceed 600 characters. It will be truncated to the 600 character limit.

Figure 299 Header Text Placeholder

Figure 300 Selected Text

Figure 301 Event Summary Text

Figure 302 Summary Preview
Using the formatting toolbar
found within CMS, you have the options bold, italic, and underline available.

Figure 303 Selecting Text to be Formatted
![]()
Figure 304 Toolbar

Figure 305 Formatted Text
This section
of the template is used to identify the Building,
Street Address (option for two lines), City,
State, and Zip Code of an event.
All values entered into the placeholders are pre-formatted except the Location placeholder (Figure 306).

Figure 306 Location Placeholders
Note: The address information you enter
here will be utilized for the map if you choose to provide one. Please be accurate with the address
information!
Using the formatting toolbar
found within CMS, you have the options bold, italic, and underline available.

Figure 307 Selecting Text to be Formatted
![]()
Figure 308 Toolbar

Figure 309 Formatted Text


Figure 310 Event Directions Text

Figure 311 Preview of the Event Directions

Figure 312 Event Contact Placeholder

Figure 313 The Modified Contact Placeholder

Figure 314 Event Contact Preview
If desired, event authors can enter information
regarding the event agenda.

Figure 315 Agenda Info Placeholder

Figure 316 Selected Placeholder Text

Figure 317 Agenda Info Completed

Figure 318 Agenda Info Preview
Entering Additional Event Information
If desired, event
authors also have the opportunity to display additional event information.


Figure 319
Formatted Additional Information

Figure 320 Additional Information Preview

Figure 321 Placeholder with Image Icon
The Insert Image Select Source window is displayed (Figure 322).

Figure 322 Insert Image Select Source Window
The
Insert Image Select Source window offers you two (2) choices:

Figure 323 Select Image Source Window
The Insert Image window appears (Figure 324).

Figure 324 Insert Image Window (Local)
|
Figure 325 Local Image Browse Dialog Window |

Figure 326 Insert Image Window (Local)

Figure 327 Select Image Source Window
The Insert
Image Select Resource Gallery window opens (Figure
328).

Figure 328 Insert Image Select Resource Gallery Window
The Select Source Select Image window opens (Figure 329).

Figure 329 Select Source Select Image Window

Figure 331 Image Preview Window
The Insert
Image Insert Image window appears (Figure
332).

Figure 332 Insert Image Window

Figure 333 Alternate Text for Image

Figure 334 Image Inserted in the Placeholder
To delete the image, click on the icon
resembling an “X” located above the image (Figure 335). To change
the Alternative Text of the image, click on the icon resembling a pen. To replace the image, click on the icon.

Figure 335 Image Placeholder Icons
Should
you want the reader of your page to link to another page within the NCDOC web
site, CMS offers you an easy way to accomplish that objective.

Figure 336 Web Authoring Toolbar
The Edit Hyperlink dialog box appears (Figure 337).

Figure 337 Edit Hyperlink Window
You have
two (2) different types of hyperlinks:
·
A
link to an external web page on another web server
·
A
link to an internal page on the NCDOC-CMS server
1.
Select the text that will be used for the link (Figure 338).

Figure 338 Selecting the Text to be the Hyperlink
2.
Click on the Hyperlink icon found on the CMS toolbar
(Figure 339).
![]()
Figure 339 Toolbar
The Edit Hyperlink window appears (Figure 340).

Figure 340 Edit Hyperlink Window

Figure 341

Figure 342 Open Link In Drop Down Menu

Figure 343 Hyperlink Text within Placeholder

Figure 344 Selecting the Text to be The Link
![]()
Figure 345 Toolbar
The Edit Hyperlink window appears (Figure 346).

Figure 346 Edit Hyperlink Window

Figure 347 Select Internal Link Window

Figure 348 Expanded Folders

Figure 349 Homepage to Link To

Figure 350 Selected Link Textbox

Figure 351 Hyperlink Address with Value of the
Link

Figure 352

Figure 353 Hypertext Link Displayed in Body
Text

Figure 354 Tooltip over the Hyperlink

Figure 355 Insert Attachment Select Source Window
The
Insert Attachment Select Source window offers you two (2) choices:

Figure 356 Insert Attachment Select Source Window
The Select Source Insert Attachment window appears (Figure 357).

Figure 357 Select Source Insert Attachment (local attachment)

Figure 358 Choose File for Local Attachment Window

Figure 359 Insert Attachment Window (Local)

Figure 360 Insert Attachment Select Source Window
The Insert Attachment Select Resource
Gallery window appears (Figure 361).

Figure 361 Insert Attachment Select Resource Gallery Window

Figure 362 The Expanded NCDOCWeb07 Folder
NOTE: When using a shared attachment, the icon for the
attachment will not always accurately represent the attachment until the
content is displayed on the web site. A generic icon is used as an icon
placeholder until that time.

Figure 363 Insert Attachment Select Attachment Window

Figure 364 Insert Attachment Window with
Document Name

Figure 365 Attachment Icon with the Name of the
Attachment
RSS
(which stands for ‘Really Simple Syndication’) is a newer web technology that
allows people to ‘subscribe’ to receive updates from your website. When you publish a new web page or update an
existing one, you may select the page to also appear as an “item” in various
Commerce RSS feeds. People using RSS
readers or news aggregator software then receive an ‘alert’ anytime the page
content changes. RSS also allows people to easily add links to your content
within their own web pages.

Figure 366 RSS Section of the Template

Figure 367 Create New Page Save New Page
|
Figure 368 Paged Saved |
Note: If you save the page
with the name of index, it will be the homepage for the channel. This will
result in having the page appear automatically after the channel name is
clicked and the Display Name will not appear in the navigation bar. You can
only have one page named index per channel.
Saving
content does NOT
put it into production for public viewing, but allows it to be viewed on the authoring
server. The authoring server content is only available to employees of NC-DOC. Therefore, after the content has been saved
the next step is to submit it for approval.

Figure 369 Submit the Page for Approval
The Web
Authoring Console Page Status changes to Waiting for Editor Approval (Figure 370).
|
Figure 370 Content Submitted: Waiting for Editor Approval |
It is now the Editor’s role to approve your
page’s content. After they approve the content, the page will then be marked to
be moved into production for everyone to view the page.
The
Calendar Template is the interface that is used to retrieve all events that are
created with the Event Item template. The events displayed on the Calendar
appear automatically based on the date of the event, the topic, and/or the type
when the Event Item is created.

Figure 371 Calendar Template

Figure 372 Calendar Template Completed

Figure 373 Web Authoring Console
|
Figure 374 Select Template Gallery |

Figure 375 Select Template Gallery
The Create New Page
Select Template window appears (Figure 376).

Figure 376 Selecting the Calendar Template
The
template (Figure
377) appears with placeholders for you to add your
content.

Figure 377 Calendar Template Placeholders
Meta Data
are descriptive information about your page content.
The Meta
Data should be completed accurately for the NCDOC-CMS search engine and other
NCDOC-CMS users to find your page.

Figure 378

Figure 379
The
Calendar of Events Title placeholder (Figure
380) is used to identify which particular type of
calendar the viewer is reading.

Figure 380 Calendar of Events Title Placeholder

Figure 381
Pre-formatted Calendar of Events Title Text

Figure 382 Calendar of Events Title Preview

Figure 383 Create New Page Save New Page
|
Figure 384 Paged Saved |
Note: If you save the page
with the name of index, it will be the homepage for the channel. This will
result in having the page appear automatically after the channel name is
clicked and the Display Name will not appear in the navigation bar. You can
only have one page named index per channel.
Saving
content does NOT
put it into production for public viewing, but allows it to be viewed on the authoring
server. The authoring server content is only available to employees of NC-DOC. Therefore, after the content has been saved
the next step is to submit it for approval.

Figure 385 Submit the Page for Approval
The Web
Authoring Console Page Status changes to Waiting for Editor Approval (Figure 386).
|
Figure 386 Content Submitted: Waiting for Editor Approval |
It is now the Editor’s role to approve your
page’s content. After they approve the content, the page will then be marked to
be moved into production for everyone to view the page.
Much of
the information Commerce publishes on the web is quite detailed, requiring long
passages of text. At times, this will
result in web pages that require readers to scroll to read. In situations like
this, authors may provide links at the top of these long pages that will enable
a reader to ‘skip down’ to the text sections of interest to them. This feature is created by use of a
combination of two templates – the Jump Link Item and Jump Link List Templates.
The Jump
Link List template is used to show the reader of the page the content that is
available at that channel they are viewing. The Jump Link List template is
automatically populated from the Jump Link Items that are located in that same
channel. Without any Jump Link Items the page will be void of any content.
Note: A Jump Link Item will only appear in the channel you put
it in. For example, if you put Jump Link Item(s) in the Workforce Services >
Find Information for Individuals channel, only those items will be found when
the Jump Link List, located in the same channel, is displayed.

Figure 387 Jump Link List Template

Figure 388 Jump Link List Completed But Without any Jump Link Items

Figure 389 Jump Link List Populated with a Jump Link Items

Figure 390 Web Authoring Console
|
Figure 391 Select Template Gallery |

Figure 392 Select Template Gallery
The Create New Page
Select Template window appears (Figure 393).

Figure 393 Selecting the Jump Link List
Template
The template
(Figure
394) appears with placeholders for you to add your
content.

Figure 394 Jump Link List Placeholders
Meta Data
are descriptive information about your page content.
The Meta
Data should be completed accurately for the NCDOC-CMS search engine and other
NCDOC-CMS users to find your page.

Figure 395

Figure 396
The Jump
Link List Header placeholder (Figure 397) describes the type of resource information provided
in the Jump Link Items section of the template.

Figure 397 Header for the Resource Header Template

Figure 398
Pre-formatted Jump Link List Header

Figure 399 Jump Link List Header Preview

Figure 400 Jump Link Items Description Text Placeholder

Figure 401 Un-formatted Jump Link Items
Description Text

Figure 402 Jump Link List Item Description
Using the formatting toolbar
found within CMS, you have the options bold, italic, and underline available.

Figure 403 Selecting Text to be Formatted
![]()
Figure 404 Toolbar

Figure 405 Formatted Text

Figure 406 Formatted Text Preview
The Jump
Link Items are displayed as a result of the last one created is at the top of
the list. The Jump Link List template allows you to change the order in how the
Jump Link Items are displayed.

Figure 407 Original order the Jump Link Items

Figure 408 New Order the Jump Link Items

Figure 409 Jump Link List Page

Figure 410 Switch to Edit Site on the Web
Authoring Console
You are switched to Edit Site mode with the Web Authoring Console along with the
status of the page displayed (Figure 411).
|
Figure 411 Edit Site Mode with Web Authoring Console |

Figure 412 Edit Mode Options

Figure 413 List Order Section of the Template

Figure 414 Reordered Jump Link List Items
RSS
(which stands for ‘Really Simple Syndication’) is a newer web technology that
allows people to ‘subscribe’ to receive updates from your website. When you publish a new web page or update an
existing one, you may select the page to also appear as an “item” in various
Commerce RSS feeds. People using RSS
readers or news aggregator software then receive an ‘alert’ anytime the page
content changes. RSS also allows people to easily add links to your content
within their own web pages.

Figure 415 RSS Section of the Template

Figure 416 Create New Page Save New Page
|
Figure 417 Paged Saved |
Note: If you save the page
with the name of index, it will be the homepage for the channel. This will
result in having the page appear automatically after the channel name is
clicked and the Display Name will not appear in the navigation bar. You can
only have one page named index per channel.
Saving
content does NOT
put it into production for public viewing, but allows it to be viewed on the authoring
server. The authoring server content is only available to employees of NC-DOC. Therefore, after the content has been saved
the next step is to submit it for approval.

Figure 418 Submit the Page for Approval
The Web
Authoring Console Page Status changes to Waiting for Editor Approval (Figure 419).
|
Figure 419 Content Submitted: Waiting for Editor Approval |
It is now the Editor’s role to approve your
page’s content. After they approve the content, the page will then be marked to
be moved into production for everyone to view the page.
The Jump Link Item template will contain items that will then be used to populate the Jump Link List.
Note: A Jump Link Item will only
appear in the channel you put it in. For example, if you put Jump Link Items in
the Workforce Services > Find
Information for Individuals channel, only those items will be found
when the Jump Link List, located in the same channel, is displayed.

Figure 420 Jump Link List Template

Figure 421 Jump Link List Completed

Figure 422 Web Authoring Console
|
Figure 423 Select Template Gallery |

Figure 424 Select Template Gallery
The Create New Page Select
Template window appears (Figure 425).

Figure 425 Selecting the Jump Link Item
Template
The template
(Figure
426) appears with placeholders for you to add your
content.

Figure 426 Jump Link Item Template Placeholders
The Jump
Link Item Title placeholder (Figure 427) is the hyperlink (jump link) to the jump link item
content to be provided in the Jump Link Content section of the template.

Figure 427 Jump Link Item Title Placeholder

Figure 428
Pre-formatted Jump Link Item Caption

Figure 429 Jump Link Item Caption Preview
Note: You
do NOT
have to have an image that has a width of 522 pixels for this template. The image can be no wider then 522 pixels

Figure 430 Image Placeholder
The Insert Image Select Source window is displayed (Figure 431).

Figure 431 Insert Image Select Source Window
The
Insert Image Select Source window offers you two (2) choices:

Figure 432 Select Image Source Window
The Insert Image window appears (Figure 433).

Figure 433 Insert Image Window (Local)
|
Figure 434 Local Image Browse Dialog Window |

Figure 435 Insert Image Window (Local)

Figure 436 Select Image Source Window
The Insert
Image Select Resource Gallery window opens (Figure
437).

Figure 437 Insert Image Select Resource Gallery Window
The Select Source Select Image window opens (Figure 438).

Figure 438 Select Source Select Image Window
The Image Preview window appears (Figure
440).

Figure 440 Image Preview Window
The Insert Image Insert Image window appears (Figure 441).

Figure 441 Insert Image Window

Figure 442 Alternate Text for Image

Figure 443 Image Inserted in the Placeholder
To delete the image, click on the icon
resembling an “X” located above the image (Figure 444). To change
the Alternative Text of the image, click on the icon resembling a pen. To replace the image, click on the icon.

Figure 444 Image Placeholder Icons
The Jump
Link Item Content placeholder (Figure 445) is the content associated with a particular jump
link item provided on the Jump Link List page.

Figure 445 Jump Link Item Content Placeholder

Figure 446
Pre-formatted Jump Link Item Title

Figure 447 Jump Link Item Content Preview

Figure 448 Create New Page Save New Page
|
Figure 449 Paged Saved |
Note: If you save the page
with the name of index, it will be the homepage for the channel. This will
result in having the page appear automatically after the channel name
is clicked. The Display Name will not appear in the navigation bar. You can
only have one page named index per channel.
Saving
content does NOT
put it into production for public viewing, but allows it to be viewed on the authoring
server. The authoring server content is only available to employees of NC-DOC. Therefore, after the content has been saved
the next step is to submit it for approval.

Figure 450 Submit the Page for Approval
The Web
Authoring Console Page Status changes to Waiting for Editor Approval (Figure 451).
|
Figure
451 Content Submitted: Waiting for
Editor Approval |
It is now the Editor’s role to approve your
page’s content. After they approve the content, the page will then be marked to
be moved into production for everyone to view the page.
The
Web Authoring Console provides direct access for you to edit any of your pages
regardless of the page status. By navigating to the appropriate page and then
switching to Edit Site mode, you will be able to modify any placeholder within
the page content, if you have access
rights to do so.

Figure 452 Switch to Edit Site
You are switched to Edit Site mode, with the Web Authoring Console (along with the
status of the page) displayed (Figure 453).

Figure 453 Edit Site Mode with Web Authoring Console

Figure 454 Edit Option

Figure 455 Edit
Site Mode using Edit Option
|
Figure 456 Saving the Content and then
Exiting Edit Mode |
|
Figure 457 Page Status Saved |
Chapter 7 Page Status [top]
To determine the status of a content
page, you need to switch to Edit Site mode. The status of the page is
revealed on the Web Authoring Console. The following table (Figure 458) describes each possible page status.
|
Page Status |
Description |
|
Saved |
The page has been saved, but has not yet
been submitted for approval. |
|
Waiting for Approval |
The page has been submitted for approval,
but has not yet been approved. |
|
Approved |
The page has been approved by an editor and
is waiting to be published to the production server. |
|
Declined |
The page has been declined by an editor (did
not meet approval) and must be resubmitted after modification. |
|
Expired |
The approved page has expired (exceeded the
expiration time specified in the publishing schedule for the page). |
|
Published |
The page has been
published on the live site. |

Figure 459 Live Site Mode Web Authoring Console
In Edit Site
mode, the Web Authoring Console along with the status of the page is displayed
as you browse through different pages on the site.

Figure 460 Page Status Saved in the Web Authoring Console
The page status of the current document
shows a Page Status of Saved (Figure 460).

Figure 461 Page Status Published in the Web Authoring Console
Chapter 8 Production Manager [top]
The Production Manager lists all pages that are currently in production (pages that are under construction) that belong to the current user.
For
each page currently in production, the Production Manager displays the name of
the page, the status of the page, the channel in which the page is published
and the date the page was last modified. Clicking the magnifying glass icon
next to the page name will present a preview of the page in a new browser window.
Clicking the Go To
link next to the page name will display your page in the window.
The
Production Manager lists all pages that are currently in production (meaning
that the pages have not been published on the site) that belong to the current
user.

Figure 462 Production Manager Window

Figure 463
Preview an Existing Page from Production Manager

Figure 464 Go To an Existing Page from Production Manager
Chapter 9 Approval Assistant [top]
The Approval Assistant (Editor
Role Only) generates a report, accessible
from the Web Authoring Console, listing all of the pages waiting for the
approval.
1.
In
Edit Site mode, click Approval Assistant
on the Web Authoring Console. The
Approval Assistant window opens (Figure 465).

Figure 465 Approval Assistant Shows Pages Waiting Approval
2.
To
approve a page for production, click in the checkbox alongside the Display Name
column and then click the Approve
button.
|
Figure 466 Declined Page |
3.
To
decline a page for production, click in the checkbox alongside the Display Name
column and then click the Decline
button.
4.
After
the page is declined the page status of the page is updated to read “Editor Declined” (Figure 466).
Chapter 10 Summary of Usage [top]
Listed
below is a summary of steps used to create a content page, insert attachments,
insert images, create a hyperlink, save, and preview and exit your page. This
is your quick reference summarizing the detail steps found in previous chapters
of this manual.
1. Click
Save and
Exit on the Web Authoring
Console to exit the editing process.
2. Click Submit to submit your page for Editor’s approval.
3. Click the ‘X’ in the upper right corner of the window to close your session.
Save your page by clicking the Save
option on the Web Authoring Console.