How to Use This Manual 1

Getting Help. 2

Chapter 1 Introduction. 3

Basic NCDOC-CMS Structure. 3

Accessing the Authoring Web Site. 3

Channels within NCDOC-CMS. 5

Roles within NCDOC-CMS. 6

Chapter 2 Overview Using CMS. 8

The Two Types of Modes with CMS. 9

The Web Authoring Console (WAC) 10

Chapter 3 Channel Types. 12

The Two Types of Channels within CMS. 12

Creating Content for an Empty Channel 12

Creating Content for a Populated Channel 15

Chapter 4 Web Authoring Tools. 17

Web Authoring Console. 17

Accessing the Web Authoring Console. 17

The Different Views of the Web Authoring Console. 18

Options of the Web Authoring Console. 19

Web Authoring Toolbar 38

Placeholders. 39

Text Placeholders. 39

Image Placeholders. 40

Placeholder Indicators. 40

Images. 42

Attachments. 48

Hyperlinks. 54

Chapter 5 The Template Gallery. 61

The Tier 1 Template. 62

The Tier 1 Template Completed. 63

Selecting the Template. 64

Entering the Meta Data. 68

Entering an Image. 69

Deleting an Image. 75

Entering an Image Caption. 76

Entering the Header Text 77

Entering the Sub-Header Text 78

Entering the Body of the Page. 79

Formatting the Body of the Page. 81

Linking to another Page. 83

Attaching a File. 90

RSS Feeds. 96

Saving the Content 97

Submitting the Content 98

The Press Release Template. 99

The Completed Press Release Template. 100

Selecting the Template. 101

Entering the Meta Data. 105

Entering the Header 106

Entering the Sub-header 107

Entering the Body. 107

Formatting the Body. 109

Linking to another Page. 110

Attaching a File. 117

RSS Feeds. 123

Saving the Content 124

Submitting the Content 125

The Press Release List Template. 126

The Press Release List Template Completed. 127

Selecting the Template. 128

Entering the Meta Data. 132

Entering an Image. 133

Deleting an Image. 138

Entering the Image Caption. 139

Entering a Press Release Hyperlink. 140

RSS Feeds. 144

Saving the Content 145

Submitting the Content 146

The Event Item Template. 147

The Event Item Template Completed. 148

Selecting the Template. 149

Entering the Meta Data. 152

Entering the Confirm Text 153

Entering the Cancel / Rescheduled Text 154

Categorizing the Event 155

Map for the Event 155

Entering the Event Title. 156

Dates and Times of the Event 157

Entering the Event Summary. 159

Formatting the Event Summary. 160

Entering the Event Location. 161

Formatting the Event Location. 162

Directions to the Event 163

Event Contact 164

Entering the Agenda Info. 165

Entering Additional Event Information. 166

Entering an Image. 167

Deleting an Image. 173

Linking to another Page. 174

Attaching a File. 181

RSS Feeds. 187

Saving the Content 188

Submitting the Content 189

The Calendar Template. 190

The Calendar Template Completed. 191

Selecting the Template. 192

Entering the Meta Data. 195

Entering the Calendar of Events Title. 196

Saving the Content 197

Submitting the Content 198

The Jump Link List Template. 199

The Jump Link List Template Completed. 200

Selecting the Template. 201

Entering the Meta Data. 204

Entering the Jump Link List Header 205

Describing the Jump Link Items. 206

Formatting the Jump Link List Description. 207

Changing the Order of the Jump Link Items. 208

RSS Feeds. 212

Saving the Content 213

Submitting the Content 214

The Jump Link Item Template. 215

The Jump Link Item Template Completed. 216

Selecting the Template. 217

Entering the Jump Link Item Title. 220

Entering an Image. 221

Deleting an Image. 227

Entering the Jump Link Item Content 228

Saving the Content 229

Submitting the Content 230

Chapter 6 Editing Pages. 231

Chapter 7 Page Status. 234

Viewing the Status of a Page. 234

Chapter 8 Production Manager 236

Viewing the Production Manager 236

Chapter 9 Approval Assistant 238

Viewing the Approval Assistant 238

Chapter 10 Summary of Usage. 239

Save and Exit, Submit 239

Save. 239

Preview. 239

Adding Attachments. 239

Adding Graphics. 239

Approval Assistant 240

Production Manager 240

Creating a Content Page. 240

Creating a Connected Page. 241

Adding a Hyperlink. 241

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

                                                                                                          

 


How to Use This Manual [top]

 

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.


Getting Help [top]

 

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]

 

Welcome to web publishing!  This manual will help you learn to operate the North Carolina Department of Commerce’s Content Management System (NCDOC-CMS), the underlying technology that powers the agency’s public website.

 

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.

Basic NCDOC-CMS Structure [top]

 

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.

 

Accessing the Authoring Web Site [top]

 

Figure 1 Authoring  WebSite URL

 

 

Figure 2 Authoring WebSite English Link

 

Figure 3 Authoring WebSite Homepage


 

Channels within NCDOC-CMS [top]

 

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

 

Roles within NCDOC-CMS [top]

 

There are three different types of roles that are involved with managing the NCDOC-CMS content.

 

  • Authors
  • Editors
  • Administrators

 

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.

Administrator

 

·   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.

 

  1. Authors create, save and submit pages to the authoring server.

 

  1. Editors review and approve the submitted pages; or they review and decline the submitted pages. If approved then the pages are then queued to be published to the production server.

 

 

Figure 5 Workflow of Web Content

 


The Two Types of Modes with CMS [top]

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

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

Edit Site Mode [top]

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) [top]

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 statusWaiting 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 Administrator. Status of the is changed to “Waiting For Editor Approval”

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 Administrator can promote the content to the production server manually as needed.

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]

 

Channels are similar to folders in a desk where you would store papers. Instead of storing papers, channels store web pages (content).

The Two Types of Channels within CMS [top]

 

There are two types of channels within NCDOC-CMS:

 

  • Empty Channels
  • Populated Channels

 

Empty channels do not have any content within them requiring a slightly different approach to getting started versus populated channels that have existing postings.

 

Creating Content for an Empty Channel [top]

 

The following example illustrates what you will have to do the first time you create content for an empty channel.

 

  1. Click Switch to Edit Site from the Web Authoring Console (see Figure 8).

 

Figure 8 Switching to Edit Site Mode

 

  1. Click on Business Services, Support Your Business (Support Your Business is an empty channel Figure 9 ).

Figure 9 Clicking on an Empty Channel from Edit Site Mode

 

Because there is no content for the Support Your Business channel, the following window appears (Figure 10) and only appears when creating content for an empty channel.

 

Figure 10 Empty Channel Displays This Window

 

  1. Click on Create New Page.  The Create New Page Select Template Gallery window appears (Figure 11).

 

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.

Creating Content for a Populated Channel [top]

 

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.

 

  1. Click Switch to Edit Site from the Web Authoring Console (Figure 8).

  2. Click on Business Services> Start Your Business > Start-up Checklist (Figure 12). This is a populated channel which we have access rights to.

 

Figure 12 Channel with existing content.

 

  1. Select the option Create New Page. The Create New Page Select Template Gallery window opens (Figure 13).

 

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.

Web Authoring Console [top]

 

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.

Accessing the Web Authoring Console [top]

 

  1. Navigate to the appropriate page. At this point you are in Live Site mode and the Web Authoring Console only shows the option Switch to Edit Site (Figure 14).

 

Figure 14 Web Authoring Console in Live Mode

 

  1. Click the Switch to Edit Site option to enter Edit Site mode. The Web Authoring Console appears with a variable number of options, depending of your access rights to the content, and role within NCDOC-CMS.

The Different Views of the Web Authoring Console [top]

 

The number of options will vary by the role (Administrator, Author, and Editor) and where you are within NC-DOC. In the following image you see the options based on the three different roles: Author, Editor, and Administrator.

 

 

Text Box: The images shown here for the three different roles may not reflect exactly what you see on your screen due to the various settings within NCDOC-CMS.


Options of the Web Authoring Console

 

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.

Production Manager [top]

 

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.

 


Approval Assistant (Editor Role Only) [top]

 

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 (Administrator Role Only)

 

Resource Manager gives an Administrator the right to upload images and attachments to the Shared Resource Gallery for all users to access.

 

Preview [top]

 

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.

 

Save and Exit [top]

 

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.

 


Save [top]

 

  1. Save your page by clicking the Save option on the Web Authoring Console.

 

  1. Click on Save from the Web Authoring Console. The Create New Page Save New Page window appears (Figure 17).

 

Figure 17 Save New Page Window

 

  1. Enter in the Name textbox the name of the page that will be used to reference the page within NCDOC-CMS. The user of the web site will NOT see this name. Use only alphanumeric characters (a-z, 0-9) NO SPACES or special characters are allowed.

 

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

 

Edit [top]

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.

 

  1. Navigate to your content page and then select the Edit option from the Web Authoring Console.

 

  1. Edit the text of your page.

 

  1. Save your page by clicking the Save option on the Web Authoring Console (Figure 19).

 

  1. Preview your page by clicking the Preview option on the Web Authoring Console.

 

  1. Click Save and Exit on the Web Authoring Console. Your page is displayed in Edit Site mode with the expanded Web Authoring Console.

 

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.

 

  1. Click Submit to have the page reviewed by an Editor or an Administrator.

 

Delete [top]

 

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

 

Copy [top]

 

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!

 

 

  1. Navigate to the page that will be copied to the other channel.

 

  1. Click the Copy option on the Web Authoring Console. The Copy Page Select Destination Channel window appears (Figure 21).

Figure 21 Copy Page Select Destination Channel Window

 

 

 

  1. Navigate to the destination channel for the page using the channel structure and click on that channel. The Destination Channel textbox reflects where the page will be copied (Figure 22).

 

 

Figure 22 Destination Channel for Copied Content

 

 

  1. After selecting the destination channel click OK to copy the page. The page is copied to the other channel.

 


Move

 

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!

 

 

  1. Navigate to the page that will be moved to another channel.

 

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

 

  1. Navigate to the destination channel for the page using the channel structure and click on that channel. The Destination Channel textbox reflects where the page will be moved (Figure 24).

 

 

Figure 24 Destination Channel for Moved Content

 

  1. After selecting the destination channel click OK to move the page.

 

Submit [top]

 

Once you have saved a page, you submit it to an Editor or an Administrator for approval. Use the following step to submit the page for approval.

 

Figure 25 Submitted Page

  1. In the Authoring Console, click Submit. The Page Status changes to Waiting for Editor Approval (Figure 25).

 

 

 

Note: Until your new changes have been approved, the previous version of your page is still available to NCDOC-CMS users and website users.

 

 


Approve (Editor Role Only) [top]

 

After a page has been submitted it needs to be approved by an Editor or an Administrator before appearing on the Live site. This following option on the Web Authoring Console is used to approve a single page.

 

  1. Navigate to the content page and then select the Approve option from the Web Authoring Console. A Confirmation window appears (Figure 26).

 

Figure 26 Approve Confirmation Window

 

  1. Click OK.

 

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

 

Figure 27  Approved Page is Now Published

 


Decline (Editor Only) [top]

 

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.

 

  1. Click on the Decline option on the Web Authoring Console to decline a page. The Page Status becomes Editor Declined (Figure 28).

 

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.

 


Page Properties

 

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.

 

  1. Click on the Page Properties option on the Web Authoring Console. The Page Properties window is displayed (Figure 29).

 

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.


 

Revision History [top]

 

Use this option to view the revision history of a page over the time period of its existence.

 

  1. Navigate to the page whose revisions you want to compare and then click on the Revision History option on the Web Authoring Console. The View Revision History window is displayed (Figure 31).

 

Figure 31 Revision History Window

 

  1. Click on two checkboxes to compare to revisions made to the page.

 

  1. Click the Compare button. The View Revision History: Compare Revisions window opens showing you the differences between the two pages (Figure 32).

 

 

 

 

Figure 32 Compare Revisions Window

 

Note: You cannot rollback a page to a previous version of that page.


 

View Revisions by Date [top]

 

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.

 

  1. Click on the Revisions by Date option on the Web Authoring Console. The View Revisions by Date window is displayed (Figure 33).

 

Figure 33 View Revisions by Date Window

 

  1. Select the Date to view the page, and then click OK. The appropriate page version is displayed.

 

Create a Connected Page [top]

 

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.

 

  1. Navigate to the page that will be copied to the other channel.

 

  1. Click the Create Connected Page option on the Web Authoring Console. The Create Connected Page Select Destination Channel window appears (Figure 34).

Figure 34 Create Connected Page Select Destination Channel

 

  1. Navigate by clicking the plus ‘+’ signs to the destination channel where the page will be copied using the channel structure.
  2. Click on the channel to be the destination (Figure 35).  The Select Destination Channel Select Template window appears (Figure 36).

 

 

 

Figure 35 Selecting the Destination Channel

 

Figure 36 Selecting the Template

 

  1. Click on the icon under the column heading Select to complete the copy of the page to the other channel. The copied page opens in the destination channel in Edit Mode. Any changes made to this page will also be reflected in the original pages content.

Channel Properties (Administrator Only) [top]

 

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 Administrator.

 

  1. Click on the Channel Properties option on the Web Authoring Console. The channel Properties window is displayed (Figure 37).

 

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


Web Authoring Toolbar [top]

 

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 Administrator. You may need to have Windows Administrator rights for the Web Authoring Toolbar to be installed on your local machine. The installation process is a one time operation that will be required the first time you use the NCDOC-CMS application.

 

 

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.


 

Placeholders [top]

 

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 (formatted and unformatted)
  • image

 

Text Placeholders [top]

 

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 [top]

 

Image placeholders allow you to add images and only images in designated locations in the template.

 

Placeholder Indicators [top]

 

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


Images [top]

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

 

  1. Click inside a placeholder that has an image indicator icon.

 

  1. Select the Insert Image icon from the Web Authoring Toolbar.

 

  1.  The Insert Image Select Source window is displayed (Figure 47).

 

Figure 47 Insert Image Select Source Window

 

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

 

    • Insert Shared Image > to choose a graphic from a Resource Gallery

 

    • Insert Local Image > to choose a graphic located on your computer

 

Inserting a Local Image [top]

  1. Click on the placeholder indicator icon (Figure 48) to add an image from the image resource folder. The Insert Image Select Source window appears (Figure 49).

Figure 48 Image Placeholder

 

  1. Select Insert Local Image (The Insert Image window appears Figure 49).

 

Figure 49 Insert Image Window (Local)

 

Figure 50 Local Image Browse Dialog Window

 

  1. Click the Browse button to navigate to the image you would like to use from your computer. The Choose File Window opens (Figure 50).

 

 

  1. Select the le type of the image from the Files of Type dropdown box to help narrow the search for graphic image.

 

  1. Select the image from the list and then click Open. The Insert Image window re-appears (Figure 51).

 

 

Figure 51 Insert Image Window (Local)

 

  1. If the Hyperlink textbox is available, indicated by the placeholder indicators, you can make the image a hypertext link by typing in the URL of a web site.

 

  1. Enter a few descriptive words about the image in the Alternate Text. This text will be displayed on the content page when the pointer moves over the image. If a user has their graphics disabled on their computer, they will see your alternate text instead.

 

  1. Click Insert to add the image to your NCDOC-CMS page.

 


Inserting a Shared Image [top]

  1. Click on the placeholder indicator icon (Figure 52) to add an image from the image resource folder. The Insert Image Select Source window appears (Figure 53).

Figure 52 Image Placeholder

 

  1. Click on the Insert Shared Image link (Figure 53). The Insert Image Select Resource Gallery window opens (Figure 54).

 

Figure 53  Select Image Source Window

 

 

Figure 54 Insert Image Select Resource Gallery Window

  1. Click on the link NCDOCWeb07 link (Figure 54) to see the images within the folder. The Select Source Select Image window opens (Figure 55).

 

 

 

 

Figure 55 Select Source Select Image Window

Figure 56 Preview / Select Image Icons

 

 

  1. Preview the image by clicking on the Preview Image icon (Figure 56). The Image Preview window appears (Figure 57).

 

 

Figure 57 Image Preview Window

 

  1. Close the preview window by clicking on the “X” at the top right of the window.

 

  1. Select the image by clicking on the Select Image icon (Figure 56). The Insert Image Insert Image window appears (Figure 58).

 

Figure 58  Insert Image Window

 

  1. Add text to the Alternate Text textbox (Figure 59) to allow the text entered in the textbox to appear when the mouse pointer moves over the image when it is in preview or production.

 

Figure 59  Alternate Text for Image

 

  1. Click Insert when finished. The image appears in the placeholder. (Figure 60)

Figure 60 Image Inserted in the Placeholder

 

 

Attachments [top]

 

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.

 

  1. In your NCDOC-CMS page place your cursor where you would like to add an attachment.

 

  1. Click the Insert Attachment icon in the Web Author Toolbar. The Insert Attachment Select Source window is displayed (Figure 61).

 

Figure 61 Insert Attachment Select Source Window

 

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

 

    • Insert Shared Attachment > to choose a document from a Resource Gallery

 

    • Insert Local Attachment > to choose a document located on your computer

Inserting a Local Attachment [top]

 

  1. From the Select Source window (Figure 61) select Insert Local Attachment. The Select Source Insert Attachment window appears (Figure 62).

 

Figure 62 Select Source Insert Attachment (local attachment)

 

  1. Click the Browse button to navigate to the attachment you would like to use from your computer. The Choose File for Local Attachment Window opens (Figure 63).

 

Figure 63 Choose File for Local Attachment Window

 

 

  1. Select the le for the attachment, and then click Open. The Insert Attachment window re-appears (Figure 64).

 

Figure 64 Insert Attachment Window (Local)

 

  1. In the Display Text textbox, enter a description to be associated with the attachment.

 

  1. Click Insert to add the attachment to your NCDOC-CMS page. The page now displays with the attachment added to the placeholder.

 


Inserting a Shared Attachment [top]

 

  1. Select Insert Shared Attachment to locate a file. The Insert Attachment Select Resource Gallery window appears (Figure 65).

 

 

Figure 65 Insert Attachment Select Resource Gallery Window

 

  1. Click the plus (“+”) sign (Figure 66) to open the NCDOCWeb07 folder.

 

Figure 66 The Expanded NCDOCWeb07 Folder

 

  1. Click the link of the folder Documents. The Insert Attachment Select Attachment window opens (Figure 67).

 

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

 

  1. Select the document by clicking the icon under the Select column. The document’s name appears within the Insert Attachment window (Figure 68).

 

Figure 68 Insert Attachment Window with Document Name

 

 

  1. If necessary, change the text contained within the Display Text textbox.

 

  1. Click Insert. The attachment icon appears within the body section of the template (Figure 69).

 

Figure 69 Attachment Icon with the Name of the Attachment


Hyperlinks [top]

 

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.

 

  1. Highlight the text that you would like to appear as a hyperlink.

 

  1. Click the Add Hyperlink icon from the Web Authoring Toolbar (Figure 70). The Edit Hyperlink dialog box appears (Figure 71).

 

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


Linking to an External Page [top]

 

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

 

  1. Type the external web page’s address in the Hyperlink Address textbox (Figure 75). (The address should always begin with http://).

 

  1. In the Tooltip textbox (Figure 75), type a title for the link which will be displayed in NCDOC-CMS when a user’s pointer moves over the link.

 

Figure 75 Tooltip Textbox

 

  1. Make sure that “New Unnamed Window” is selected in the Open Link In dropdown box (Figure 76).

 

 

Figure 76 Open Link In Drop Down Menu

 

  1. Click OK to add your hyperlink. The text you selected to be the link to the external web page is now blue in color and underlined (Figure 77).

 

Figure 77 Hyperlink Text within Placeholder

 

Linking to an Internal Page [top]

 

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 Tooltip Textbox

 

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 [top]

 

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


The Tier 1 Template Completed [top]

 

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

 

Figure 91 Tier 1 Template Completed

 


Selecting the Template [top]

 

  1. Click Switch to Edit Site from the Web Authoring Console.

  2. Click Business Services (Figure 92) to navigate to channel where we want to put our new page.

Figure 92 Web Authoring Console.

 

  1. Select the option Create New Page (Figure 92 Web Authoring Console.). The Select Template Gallery window opens (Figure 93).

Figure 93 Select Template Gallery

 

  1. From the Select Template Gallery window, click on WebSite link (Figure 94) to see the listing of templates within the folder.

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

 

  1. The Template column shows you the first five templates to choose from. To see all of the templates at one time, click the drop down menu in the upper right hand corner of the window (Figure 96) and select All.

 

  1. To preview what the template layout looks like, click on the icon to the left of the name of the template (Figure 97).

 

 

 

 

Figure 97  Icon to Preview the Tier1Page Template

 

A preview of the template appears (not shown in documentation).

  1. Close the window that displays the preview of the template and select the icon for the Tier 1 Page template in the column labeled Select (Figure 98).

Figure 98 Selecting the Template


 

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

 

Figure 99 Tier 1 Template Placeholders


 

Entering the Meta Data [top]

 

Meta Data are descriptive information about your page content. Meta data information is not displayed on your NCDOC-CMS page. Rather, it is used by the NCDOC-CMS search engine and outside search engines such as Google to effectively categorize your page inside NCDOC-CMS.

 

The Meta Data should be completed accurately for the NCDOC-CMS search engine and other NCDOC-CMS users to find your page.

 

  1. Place your cursor in the Description/Summary field and type in a descriptive summary for the content (Figure 100).


Figure 100 Meta Data Description/Summary



  1. Place your cursor in the Keywords field (Figure 101) and enter at least three keywords that can be used for search for this page. You should enter at least three words.


Figure 101 Meta Data Keywords


 

Entering an Image [top]

 

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

 

  1. Click inside a placeholder that has an image indicator icon.

 

  1. Select the Insert Image icon from the Web Authoring Toolbar.

 

 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:

 

    • Insert Shared Image > to choose a graphic from a Resource Gallery

 

    • Insert Local Image > to choose a graphic located on your computer

 

Inserting a Local Image [top]

  1. Click on the placeholder indicator icon (Figure 104) to add an image from the image resource folder.

Figure 104 Image Placeholder

 

The Insert Image Select Source window appears Figure 105).

Figure 105 Image Select Source

 

  1. Select Insert Local Image (The Insert Image window appears Figure 106).

 

Figure 106 Insert Image Window (Local)

 

Figure 107 Local Image Browse Dialog Window

 

  1. Click the Browse button to navigate to the image you would like to use from your computer. The Choose File Window opens (Figure 107).

 

 

  1. Select the le type of the image from the Files of Type dropdown box to help narrow the search for graphic image.

 

  1. Select the image from the list and then click Open. The Insert Image window re-appears (Figure 108).

 

 

Figure 108 Insert Image Window (Local)

 

  1. If the Hyperlink textbox is available, indicated by the placeholder indicators, you can make the image a hypertext link by typing in the URL of a web site.

 

  1. Enter a few descriptive words about the image in the Alternate Text. This text will be displayed on the content page when the pointer moves over the image. If a user has their graphics disabled on their computer, they will see your alternate text instead.

 

  1. Click Insert to add the image to your NCDOC-CMS page.

 


Inserting a Shared Image [top]

  1. Click on the placeholder indicator icon (Figure 109) to add an image from the image resource folder. The Insert Image Select Source window appears (Figure 110).

Figure 109 Image Placeholder

 

  1. Click on the Insert Shared Image link (Figure 110). The Insert Image Select Resource Gallery window opens (Figure 111).

 

Figure 110  Select Image Source Window

 

 

Figure 111 Insert Image Select Resource Gallery Window

  1. Click on the link NCDOCWeb07 link (Figure 111) to see the images within the folder. The Select Source Select Image window opens (Figure 112).

 

 

 

 

Figure 112 Select Source Select Image Window

Figure 113 Preview / Select Image Icons

 

 

  1. Preview the image by clicking on the Preview Image icon (Figure 113). The Image Preview window appears (Figure 114).

 

 

Figure 114 Image Preview Window

 

  1. Close the preview window by clicking on the “X” at the top right of the window.

 

  1. Select the image by clicking on the Select Image icon (Figure 113). The Insert Image Insert Image window appears (Figure 115).

 

 

Figure 115  Insert Image Window

 

  1. Add text to the Alternate Text textbox (Figure 116) to allow the text entered in the textbox to appear when the mouse pointer moves over the image when it is in preview or production.

 

Figure 116  Alternate Text for Image

 

  1. Click Insert when finished. The image appears in the placeholder (Figure 117).

Figure 117 Image Inserted in the Placeholder

 

Deleting an Image [top]

 

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

 


 

Entering an Image Caption [top]

 

If a caption is desired (a caption is not required), follow the below instructions:

 

  1. Click in the image caption placeholder textbox to have the cursor blink in the textbox (Figure 119).

 

Figure 119 Image Caption Placeholder

 

  1. Select the text within the textbox by dragging the mouse pointer across the text.

  2. Enter the caption text for the image. All the text for this section is formatted by built-in styles (Figure 120).

 

Figure 120 Formatted New Text

 

  1. To preview your content for the page, you will need to scroll up to view the Web Authoring Console and then select Preview to see the output (Figure 121).

Figure 121 Image with Caption Preview


Entering the Header Text [top]

 

  1. Click in the header text placeholder textbox one time to have the cursor blink in the textbox (Figure 122).

 

Figure 122 Header Text Placeholder

 

  1. Select the text within the textbox by dragging the mouse pointer across the text.

  2. Enter the text for the header. All the text for this section is formatted by built-in styles (Figure 123).

 

Figure 123 Formatted Header Text

Figure 124 Header Text Preview

 

  1. To preview your content for the page, you will need to scroll up to view the Web Authoring Console and then select Preview to see the output (Figure 124).

 

 

 

 


Entering the Sub-Header Text

 

Figure 125 Sub-Header Text Placeholder

 

  1. Click in the sub-header text placeholder textbox one time to have the cursor blink in the textbox (Figure 125).

 

  1. Select the text within the textbox by dragging the mouse pointer across the text.

  2. Enter the text for the sub-heading. All the text for this section is formatted by built-in styles (Figure 126).

 

Figure 126 Formatted Sub-Header Text

 

Figure 127 Sub-Header Text Preview

  1. To preview your content for the page, you will need to scroll up to view the Web Authoring Console and then select Preview to see the output (Figure 127).

 

 

 

 


 

Entering the Body of the Page [top]

 

  1. Click in the body placeholder textbox one time to have the cursor blink in the textbox (Figure 128).

 

Figure 128 Body Section of the Template

 

  1. Select the text within the textbox by dragging the mouse pointer across the text.

  2. Enter the text for the main body (Figure 129).

Figure 129 Unformatted Main Body Text

 

  1. To preview your content for the page, you will need to scroll up to view the Web Authoring Console and then select Preview to see the output (Figure 130).

 

Figure 130 Main Body Unformatted


Formatting the Body of the Page [top]

 

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

 

  1. Select the text to be formatted (Figure 131).

 

Figure 131 Selecting Text to be Formatted

 

  1. Click on the icon(s) to format the text using the formatting toolbar (Figure 132).

 

Figure 132 Toolbar

 

  1. Deselect the text to see the changes (Figure 133).

 

Figure 133 Formatted Text

 

  1. Save the page.

 

 

  1. To preview your content for the page, you will need to scroll up to view the Web Authoring Console and then select Preview to see the output (Figure 134).

 

Figure 134 Formatted Main Body Text Preview


Linking to another Page [top]

 

  1. Highlight the text that you would like to appear as a hyperlink.

 

  1. Click the Add Hyperlink icon from the Web Authoring Toolbar (Figure 135). The Edit Hyperlink dialog box appears (Figure 136).

 

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


Linking to an External Page

 

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

 

  1. Type the external web page’s address in the Hyperlink Address textbox (Figure 140). (The address should always begin with http://).

 

  1. In the Tooltip textbox (Figure 140), type a title for the link which will be displayed in NCDOC-CMS when a user’s pointer moves over the link.

 

Figure 140  Edit Hyperlink Window and Tooltip Textbox

 

  1. Make sure that “New Unnamed Window” is selected in the Open Link In dropdown box (Figure 141).

 

 

Figure 141 Open Link In Drop Down Menu

 

  1. Click OK to add your hyperlink. The text you selected to be the link to the external web page is now blue in color and underlined (Figure 142).

 

Figure 142 Hyperlink Text Displayed

 

Linking to an Internal Page [top]

 

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 Tooltip Textbox

 

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

 


 


Attaching a File [top]

 

  1. In your NCDOC-CMS page place your cursor where you would like to add an attachment.

 

  1. Click the Insert Attachment icon in the Web Author Toolbar. The Insert Attachment Select Source window is displayed (Figure 154).

 

Figure 154 Insert Attachment Select Source Window

 

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

 

    • Insert Shared Attachment > to choose a document from a Resource Gallery

 

    • Insert Local Attachment > to choose a graphic located on your computer

Inserting a Local Attachment [top]

 

  1. From the Select Source window (Figure 155) select Insert Local Attachment.

 

Figure 155 Select Source Window

 

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

 

Figure 156 Select Source Insert Attachment (local attachment)

 

  1. Click the Browse button to navigate to the attachment you would like to use from your computer. The Choose File for Local Attachment Window opens (Figure 157).

 

Figure 157 Choose File for Local Attachment Window

 

  1. Select the le for the attachment, and then click Open. The Insert Attachment window re-appears (Figure 158).

 

Figure 158 Insert Attachment Window (Local)

 

  1. In the Display Text textbox, enter a description to be associated with the attachment.

 

  1. Click Insert to add the attachment to your NCDOC-CMS page. The page now displays with the attachment added to the placeholder.

 


Inserting a Shared Attachment [top]

 

  1. Select Insert Shared Attachment to locate a file. The Insert Attachment Select Resource Gallery window appears (Figure 159).

 

 

Figure 159 Insert Attachment Select Resource Gallery Window

 

  1. Click the plus (“+”) sign (Figure 160) to open the NCDOCWeb07 folder.

 

Figure 160 The Expanded NCDOCWeb07 Folder

 

  1. Click the link of the folder Documents. The Insert Attachment Select Attachment window opens (Figure 161).

 

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

 

  1. Select the document by clicking the icon under the Select column. The document’s name appears within the Insert Attachment window (Figure 162).

 

Figure 162 Insert Attachment Window with Document Name

 

 

  1. If necessary, change the text contained within the Display Text textbox.

 

  1. Click Insert. The attachment icon appears within the body section of the template (Figure 163).

 

Figure 163 Attachment Icon with the Name of the Attachment


 

RSS Feeds [top]

 

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

 

  1. By default, the checkbox labeled Make RSS Feed (Figure 164) is selected to automatically indicate the page you are creating will be included in a specified RSS feed, making it available to other pages within the NC-DOC website.

 

  1. Click each checkbox within the RSS section of the template to have the content from the page available to the channel’s checkbox you are selecting.

 

  1. To preview your content for the page, you will need to scroll up to view the Web Authoring Console and then select Preview.

 

 

 

 

 


Saving the Content [top]

 

  1. Click on Save a New Page located on the Web Authoring Console. The Create New Page Save New Page window appears (Figure 165).

 

Figure 165 Create New Page Save New Page

 

  1. In the Name textbox, enter a name for your new NCDOC-CMS content page. The name entered here becomes the page’s filename. Spaces are NOT allowed nor are any special characters. Use only alphanumeric characters (a-z, 0-9).

 

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.

 

  1. In the Display Name textbox, enter a name for your new NCDOC-CMS content that will be used in the navigation.

  2. Click OK to save the file. The Edit Site mode window re-appears (Figure 166) indicating that the content has been saved.

 

 


Submitting the Content

 

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.

 

  1. Click on the option Submit from the Web Authoring Console (Figure 167). 

 

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 Press Release Template [top]

 

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


 

The Completed Press Release Template [top]

 

After completing this section the Press Release Template will appear as shown below (Figure 170) in preview.

 

Figure 170 The Completed Press Release Template

 


Selecting the Template [top]

 

  1. Click Switch to Edit Site from the Web Authoring Console.

  2. Click Press Room > Press Releases (Figure 171) to navigate to channel where we want to put our new page.

Figure 171 Web Authoring Console.

 

  1. Select the option Create New Page (Figure 171). The Select Template Gallery window opens (Figure 172).

Figure 172 Select Template Gallery

 

  1. From the Select Template Gallery window, click on WebSite link (Figure 173) to see the listing of templates within the folder.

 

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

 

  1. The Template column shows you the first five templates to choose from. To see all of the templates at one time, click the drop down menu in the upper right hand corner of the window (Figure 175) and select All.

 

  1. To preview what the template layout looks like, click on the icon to the left of the name of the template (Figure 176).

 

 

 

 

 

Figure 176  Icon to Preview the Press Release Template

 

A preview of the template appears (not displayed in the documentation).

  1. Close the window that displays the preview of the template and then select the icon for Press Release template in the column labeled Select (Figure 177).

 

Figure 177 Selecting the Template

 

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

 

Figure 178 Press Release Template Placeholders


 

Entering the Meta Data [top]

 

Meta Data are descriptive information about your page content. Meta data information is not displayed on your NCDOC-CMS page. Rather, it is used by the NCDOC-CMS search engine and outside search engines such as Google to effectively categorize your page inside NCDOC-CMS.

 

The Meta Data should be completed accurately for the NCDOC-CMS search engine and other NCDOC-CMS users to find your page.

 

  1. Place your cursor in the Description/Summary field and type in a descriptive summary for the content (Figure 179).


Figure 179 Meta Data Description/Summary



  1. Place your cursor in the Keywords field (Figure 180) and enter three keywords that can be used for search for this page. You should enter all three words.


Figure 180 Meta Data Keywords


Entering the Header [top]

 

 

Figure 181 Header Section of the Press Release Template

 

  1. Using the drop down arrow, select which individual is releasing the press release.

 

  1. Optionally, use the drop down arrow to select the second individual releasing the press release.

 

  1. If necessary, click the checkbox to display the second individual’s name and office on the press release.

 

 

 

  1. Identify which department is issuing the press release.

 


Entering the Sub-header [top]

 

Figure 182 Sub-Header Section of the Press Release Template

 

  1. Using the drop down menu, select the Release status of the press release.

 

  1. Select the Contact person from the drop down list. The appropriate phone number for the selected contact person will automatically update.

 

  1. Enter the Date of the press release.

 

Entering the Body

 

  1. Click in the body placeholder textbox one time to have the cursor blink in the textbox.

 

  1. Enter the text for the body of the press release (Figure 183).

Figure 183 Creating the Press Release Body

 

 

  1. To preview your content for the page, you will need to scroll up to view the Web Authoring Console and then select Preview to see the output (Figure 184).

 

Figure 184 Press Release Template Preview


Formatting the Body [top]

 

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

 

  1. Select the text to be formatted (Figure 185).

 

Figure 185 Selecting Text to be Formatted

 

  1. Click on the icon(s) to format the text using the formatting toolbar (Figure 186).

 

Figure 186 Toolbar

 

  1. Deselect the text to see the changes (Figure 187).

 

Figure 187 Formatted Text

 

  1. Save the page.

 

  1. To preview your content for the page, you will need to scroll up to view the Web Authoring Console and then select Preview to see the output.

Linking to another Page

 

  1. Highlight the text that you would like to appear as a hyperlink.

 

  1. Click the Add Hyperlink icon from the Web Authoring Toolbar (Figure 188).

 

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


Linking to an External Page [top]

 

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

 

  1. Type the external web page’s address in the Hyperlink Address textbox (Figure 193). (The address should always begin with http://).

 

  1. In the Tooltip textbox (Figure 193), type a title for the link which will be displayed in NCDOC-CMS when a user’s pointer moves over the link.

 

Figure 193  Edit Hyperlink Window and Tooltip Textbox

 

  1. Make sure that “New Unnamed Window” is selected in the Open Link In dropdown box (Figure 194).

 

Figure 194 Open Link In Drop Down Menu

 

  1. Click OK to add your hyperlink. The text you selected to be the link to the external web page is now blue in color and underlined (Figure 195).

 

Figure 195 Hyperlink Text Displayed

 

Linking to an Internal Page [top]

 

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 Tooltip Textbox

 

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

 


 

Attaching a File [top]

 

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.

 

  1. In your NCDOC-CMS page place your cursor where you would like to add an attachment.

 

  1. Click the Insert Attachment icon in the Web Author Toolbar. The Insert Attachment Select Source window is displayed (Figure 207).

 

Figure 207 Insert Attachment Select Source Window

 

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

 

    • Insert Shared Attachment > to choose a document from a Resource Gallery

 

    • Insert Local Attachment > to choose a graphic located on your computer

Inserting a Local Attachment [top]

 

  1. From the Select Source window (Figure 209) select Insert Local Attachment.

 

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

 

  1. Click the Browse button to navigate to the attachment you would like to use from your computer. The Choose File for Local Attachment Window opens (Figure 210).

 

 

 

 

  1. Select the le for the attachment, and then click Open. The Insert Attachment window re-appears (Figure 211).

 

Figure 211 Insert Attachment Window (Local)

 

  1. In the Display Text textbox, enter a description to be associated with the attachment.

 

  1. Click Insert to add the attachment to your NCDOC-CMS page. The page now displays with the attachment added to the placeholder.

 


Inserting a Shared Attachment [top]

 

  1. From the Select Source window (Figure 212) select Insert Shared Attachment.

 

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

 

  1. Click the plus (“+”) sign (Figure 214) to open the NCDOCWeb07 folder.

 

 

 

 

 

 

 

 

 

  1. Click the link of the folder Documents. The Insert Attachment Select Attachment window opens (Figure 215).

 

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

 

  1. Select the document by clicking the icon under the Select column. The document’s name appears within the Insert Attachment window (Figure 216).

 

Figure 216 Insert Attachment Window with Document Name

 

 

  1. If necessary, change the text contained within the Display Text textbox.

 

  1. Click Insert. The attachment icon appears within the body section of the template (Figure 217).

 

Figure 217 Attachment Icon with the Name of the Attachment

 

 

 


 

RSS Feeds [top]

 

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

 

  1. By default, the checkbox labeled Make RSS Feed (Figure 218) is selected to automatically indicate the page you are creating will be included in a specified RSS feed, making it available to other pages within the NC-DOC website.

 

  1. Click each checkbox within the RSS section of the template to have the content from the page available to the channel’s checkbox you are selecting.

  2. To preview your content for the page, you will need to scroll up to view the Web Authoring Console and then select Preview.


 

 

 

 

 


Saving the Content [top]

 

  1. Click on Save a New Page located on the Web Authoring Console. The Create New Page Save New Page window appears (Figure 219).

 

Figure 219 Create New Page Save New Page

 

  1. In the Name textbox, enter a name for your new NCDOC-CMS content page. The name entered here becomes the page’s filename. Spaces are NOT allowed nor are any special characters. Use only alphanumeric characters (a-z, 0-9).

 

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

  1. In the Display Name textbox, enter a name for your new NCDOC-CMS content that will be used in the navigation.

  2. Click OK to save the file. The Edit Site mode window re-appears (Figure 220) indicating that the content has been saved.

 

 


 

Submitting the Content [top]

 

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.

 

  1. Click on the option Submit from the Web Authoring Console (Figure 222). 

 

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.



 

The Press Release List Template  [top]

 

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


The Press Release List Template Completed [top]

 

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


Selecting the Template [top]

 

  1. Click Switch to Edit Site from the Web Authoring Console.

  2. Click Press Room > Press Releases (Figure 226) to navigate to where we want to put the new page.

Figure 226 Web Authoring Console

 

  1. Select the option Create New Page (Figure 226). The Create New Page Select Template Gallery window opens (Figure 227).

Figure 227 Select Template Gallery

 

  1. From the Select Template Gallery window, click on WebSite link (Figure 228) to see the listing of templates within the folder.

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

 

  1. The Template column shows you the first five templates to choose from. To see all of the templates at one time, click the drop down menu in the upper right hand corner of the window (Figure 230) and select All.

 

  1. To preview what the template layout looks like, click on the icon to the left of the name of the template (Figure 231).

 

 

Figure 231  Icon to Preview the Press Release Template

 

A preview of the template appears (not displayed in the documentation).

  1. Close the window that displays the preview of the template and then select the icon for the Press Release List template in the column labeled Select (Figure 232).

 

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

 


 

Entering the Meta Data [top]

 

Meta Data are descriptive information about your page content. Meta data information is not displayed on your NCDOC-CMS page. Rather, it is used by the NCDOC-CMS search engine and outside search engines such as Google to effectively categorize your page inside NCDOC-CMS.

 

The Meta Data should be completed accurately for the NCDOC-CMS search engine and other NCDOC-CMS users to find your page.

 

  1. Place your cursor in the Description/Summary field and type in a descriptive summary for the content (Figure 234).


Figure 234 Meta Data Description/Summary



  1. Place your cursor in the Keywords field (Figure 235) and enter three keywords that can be used for search for this page. You should enter all three words.


Figure 235 Meta Data Keywords

 


 

Figure 236 Image Icon on Placeholder Bar

Entering an Image [top]

 

  1. If the placeholder bar shows an image icon (Figure 236), click on the Insert Image icon on the Web Authoring Toolbar.

 

 

 

  1. If the placeholder has a large icon representing an image (Figure 237) click on the image icon contained within the 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:

 

    • Insert Shared Image > to choose a graphic from a Resource Gallery

 

    • Insert Local Image > to choose a graphic located on your computer

 

Inserting a Local Image [top]

 

  1. Select Insert Local Image from the Insert Image Select Source window (Figure 239).

 

Figure 239 Insert Image Select Source Window

 

The Insert Image window appears (Figure 240).

 

Figure 240 Insert Image Window (Local)

 

  1. Click the Browse button. The Choose File Window opens (Figure 241).

 

Figure 241 Local Image Browse Dialog Window

 

  1. Select the le type of the image from the Files of Type dropdown box to help narrow the search for graphic image.

 

  1. Select the image from the list and then click Open. The Insert Image window re-appears (Figure 242).

 

Figure 242 Insert Image Window (Local)

 

  1. If the Hyperlink textbox is available, indicated by the placeholder indicators, you can make the image a hypertext link by typing in the URL of a web site.

 

  1. Enter a few descriptive words about the image in the Alternate Text. This text will be displayed on the content page when the pointer moves over the image. If a user has their graphics disabled on their computer, they will see your alternate text instead.

 

  1. Click Insert to add the image to your NCDOC-CMS page.

 


Inserting a Shared Image [top]

 

  1. Select Insert Shared Image from the Insert Image Select Source window (Figure 243).

 

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

 

  1. Click on the NCDOCWeb07 link (Figure 244) to see the images within the folder. The Select Resource Gallery>Select Image window opens (Figure 245).

 

Figure 245 Select Source Select Image Window

Figure 246 Preview / Select Image Icons

 

 

  1. Preview the image by clicking on the Preview Image icon (Figure 246).

 

The Image Preview window appears (Figure 57).

 

Figure 247 Image Preview Window

 

  1. Close the preview window by clicking on the “X” at the top right of the window.

 

  1. Select the image by clicking on the Select Image icon (Figure 246). The Select Source>Select Resource Gallery>Select Image>Insert Image window appears (Figure 248).

 

Figure 248  Insert Image Window

 

  1. Add text to the Alternate Text textbox (Figure 249) to allow the text entered in the textbox to appear when the mouse pointer moves over the image when it is in preview or production.

 

Figure 249  Alternate Text for Image

 

  1. Click Insert when finished. The image appears in the placeholder (Figure 250).

Figure 250 Image Inserted in the Placeholder


Deleting an Image [top]

 

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

 


 

Entering the Image Caption [top]

 

If a caption is desired (a caption is not required), follow the below instructions:

 

  1. Click in the image caption placeholder textbox one time to have the cursor blink in the textbox (Figure 252).

 

Figure 252 Image Caption Placeholder

 

  1. Select the text within the textbox by dragging the mouse pointer across the text.

  2. Enter the caption text for the image. All the text for this section is pre‑formatted with built-in styles (Figure 253).

 

Figure 253 The Formatted New Text

 

  1. To preview your content for the page, you will need to scroll up to view the Web Authoring Console and then select Preview to see the output (Figure 254).

Figure 254 Image with Caption Preview


Entering a Press Release Hyperlink [top]

 

  1. Click in the press release placeholder textbox to have the cursor blink in the textbox.

 

Figure 255 Body Section of the Template

 

  1. Select the text within the textbox by dragging the mouse pointer across the text and then delete the text.

  2. Enter the text that will be used to link to the press release previously created (Figure 256).

 

Figure 256 Text Entered for the Press Release Link

 

  1. Select the text to be used for the link (Figure 257).

Figure 257 Selecting the Text to Link to the Press Release

 

  1. Click on the Hyperlink icon found on the CMS toolbar (Figure 258).

 

Figure 258 Toolbar

 

The Edit Hyperlink window appears (Figure 259).

 

Figure 259 Edit Hyperlink Window

 

  1. Click on the Browse button. The Select Internal Link window appears (Figure 260).

Figure 260 Select Internal Link Window

 

  1. Click on the plus (“+”) sign to expand the folder NCDOCWeb07.

 

All the folders within the NCDOCWeb07 folder appear (Figure 261).

 

Figure 261 Expanded Folders

 

  1. 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 262).

 

Figure 262 Press Release to Link To

 

  1. Click on the name of the page not the icon for the page. The name of the page appears in the Selected Link textbox (Figure 263).

 

Figure 263 Selected Link Textbox

 

  1. Click OK. The name of the page is transferred to the Hyperlink Address textbox (Figure 264).

 

Figure 264 Hyperlink Address with Value of the Link

 

  1. Enter a phrase in the Tooltip textbox (Figure 265) to display when the mouse pointer hovers over the text to be the linked text.

 

Figure 265 Tooltip Textbox

 

  1. Click OK. The window reopens with the linked text underlined (Figure 266)

Figure 266 Hypertext Link Displayed in Body Text

 

  1. Preview the page (Figure 267).

 

Figure 267 Preview of the Press Release List and Press Release Template

 


 

RSS Feeds [top]

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

 

  1. By default, the checkbox labeled Make RSS Feed (Figure 268) is selected to automatically indicate the page you are creating will be included in a specified RSS feed, making it available to other pages within the NC-DOC website.

 

  1. Click each checkbox within the RSS section of the template to have the content from the page available to the channel’s checkbox you are selecting.

  2. To preview your content for the page, you will need to scroll up to view the Web Authoring Console and then select Preview.


Saving the Content [top]

 

  1. Click on Save a New Page located on the Web Authoring Console. The Create New Page Save New Page window appears (Figure 269).

 

Figure 269 Create New Page Save New Page

 

  1. In the Name textbox, enter a name for your new NCDOC-CMS content page. The name entered here becomes the page’s filename. Spaces are NOT allowed nor are any special characters. Use only alphanumeric characters (a-z, 0-9).

 

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.

 

  1. In the Display Name textbox, enter a name for your new NCDOC-CMS content that will be used in the navigation.

  2. Click OK to save the file. The Edit Site mode window re-appears (Figure 270) indicating that the content has been saved.

 

 

 


 

Submitting the Content [top]

 

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.

 

  1. Click on the option Submit from the Web Authoring Console (Figure 271). 

 

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 [top]

 

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

 

 

 

 

 

 


The Event Item Template Completed [top]

 

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

 

Figure 274 Event Item Template Completed


Selecting the Template [top]

 

  1. Click Switch to Edit Site from the Web Authoring Console.

  2. Click Business Services (Figure 275) to navigate to channel where we want to put our new page.

Figure 275 Web Authoring Console

 

  1. Select the option Create New Page (Figure 275). The Select Template Gallery window opens (Figure 276).

Figure 276 Select Template Gallery

 

  1. From the Select Template Gallery window, click on WebSite link (Figure 277) to see the listing of templates within the folder.

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

 

  1. The Template column shows you the first five templates to choose from. To see all of the templates at one time, click the drop down menu in the upper right hand corner of the window (Figure 279) and select All.

  2. To preview what the template layout looks like, click on the icon to the left of the name of the template (Figure 280).

 

 

Figure 280 Icon to Preview the Event Item Template

 

A preview of the template appears (not displayed in the documentation).

  1. Close the window that displays the preview of the template and then select the icon for the Event Item template in the column labeled Select (Figure 281).

 

Figure 281 Selecting the Template

 

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

 

Figure 282 Event Item Template Placeholders


 

Entering the Meta Data [top]

 

Meta Data are descriptive information about your page content. Meta data information is not displayed on your NCDOC-CMS page. Rather, it is used by the NCDOC-CMS search engine and outside search engines such as Google to effectively categorize your page inside NCDOC-CMS.

 

The Meta Data should be completed accurately for the NCDOC-CMS search engine and other NCDOC-CMS users to find your page.

 

  1. Place your cursor in the Description/Summary field and type in a descriptive summary for the content (Figure 283).


Figure 283 Meta Data Description/Summary



  1. Place your cursor in the Keywords field (Figure 284) and enter three keywords that can be used for search for this page. You should enter all three words.


Figure 284 Meta Data Keywords


 

Entering the Confirm Text  [top]

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

 

  1. Click in the placeholder textbox to have the cursor blink in the textbox.

 

  1. Select the text within the textbox by dragging the mouse pointer across the text.

  2. Enter the text for the placeholder. All the text for this section is pre-formatted by built-in styles (Figure 286).

 

Figure 286  Pre-formatted Confirm Text

 

  1. To preview your content for the page, you will need to scroll up to view the Web Authoring Console and then select Preview to see the output (Figure 287).

 

Figure 287 Confirm Text Preview

 


Entering the Cancel / Rescheduled Text [top]

 

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

 

  1. Click in the placeholder textbox to have the cursor blink in the textbox.

 

  1. Select the text within the textbox by dragging the mouse pointer across the text.

  2. Enter the text for the placeholder. All the text for this section is pre-formatted in red by built-in styles (Figure 289).

 

Figure 289 Formatted Cancel Rescheduled Text

 

  1. To preview your content for the page, you will need to scroll up to view the Web Authoring Console and then select Preview to see the output (Figure 290).

Figure 290 Cancelled Rescheduled Preview

 


Categorizing the Event [top]

 

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

 

  • Click each checkbox to allow to the event to be filtered by the Calendar application.

 

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.

Map for the Event [top]

 

If desired, event authors may provide calendar visitors a map of their event venue

 

  • Click the Generate link to map checkbox to allow a link to a Google map appear on the Calendar application.

 

Figure 292 Generate a Map Link

 

Entering the Event Title [top]

 

  1. Click in the placeholder textbox to have the cursor blink in the textbox.

 

Figure 293 Event Title Placeholder

 

  1. Select the text within the textbox by dragging the mouse pointer across the text.

  2. Enter the text for the placeholder. All the text for this section is pre-formatted by built-in styles (Figure 294).

 

Figure 294  Pre-formatted Event Title

 

  1. To preview your content for the page, you will need to scroll up to view the Web Authoring Console and then select Preview to see the output (Figure 295).

 

Figure 295 Event Title Preview

 


Dates and Times of the Event [top]

 

In this section of the template, you put the date(s) and time(s) of the event.

 

  1. Click the Select Date & Time button for Day 1 (Figure 296).

 

Figure 296 Dates and Times for the Event

 

The Pick Event Date window appears (Figure 297).

 

Figure 297 Pick Event Date Window

 

  1. To change the month of the event, click on the left (prior month) or right (next month) (Figure 297) indicator arrows.

 

  1. Click the drop drown arrows to pick the start and end time of the event.

 

  1. Click OK. The values selected from the Pick Date window are transferred into the Day 1 textbox (Figure 298).

 

Figure 298 Transferred Date and Time

 

  1. Repeat steps 1 – 4 for each new event for Day 2 – Day 5, if appropriate.

 


Entering the Event Summary [top]

 

Note: The summary information must not exceed 600 characters. It will be truncated to the 600 character limit.

 

  1. Click in the placeholder textbox to have the cursor blink in the textbox.

 

Figure 299 Header Text Placeholder

 

  1. Select the text within the textbox by dragging the mouse pointer across the text (Figure 300). All the text for this section can be formatted

Figure 300 Selected Text

 

  1. Enter the text for the summary (Figure 301).

 

Figure 301  Event Summary Text

 

  1. To preview your content for the page, you will need to scroll up to view the Web Authoring Console and then select Preview to see the output (Figure 302).

 

Figure 302 Summary Preview

 

Formatting the Event Summary [top]

 

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

 

  1. Select the text to be formatted (Figure 303).

 

 

Figure 303 Selecting Text to be Formatted

 

  1. Click on the icon(s) to format the text using the formatting toolbar (Figure 304).

 

Figure 304 Toolbar

 

  1. Deselect the text to see the changes (Figure 305).

 

Figure 305 Formatted Text

 

  1. Save the page.

 


Entering the Event Location

 

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

 

  1. Click in the Location placeholder textbox to have the cursor blink in the textbox.

 

  1. Select the text within the textbox by dragging the mouse pointer across the text.

  2. Enter the text for the placeholder. All the text for this section is available for formatting.

 

  1. Repeat steps 1 – 3 for the Address (1), Address (2) if necessary, City, State, and Zip Code.  All the text for these sections is pre-formatted.

 

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!


Formatting the Event Location [top]

 

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

 

  1. Select the text to be formatted (Figure 307).

 

 

Figure 307 Selecting Text to be Formatted

 

  1. Click on the icon(s) to format the text using the formatting toolbar (Figure 308).

 

Figure 308 Toolbar

 

  1. Deselect the text to see the changes (Figure 309).

 

Figure 309 Formatted Text

 

  1. Save the page.

Directions to the Event

 

 

  1. Click in the Directions placeholder textbox to have the cursor blink in the textbox.

 

  1. Enter the text for the directions. This placeholder also allows supports hyperlinks, and attachments. (Figure 310).

 

Figure 310  Event Directions Text

 

  1. To preview your content for the page, you will need to scroll up to view the Web Authoring Console and then select Preview to see the output (Figure 311).

 

Figure 311 Preview of the Event Directions

 


Event Contact

 

Figure 312 Event Contact Placeholder

 

  1. Click in the Contact placeholder textbox to have the cursor blink in the textbox.

 

  1. Select the text within the textbox by dragging the mouse pointer across the text.

  2. Enter the text for the placeholder. All the text for this section is preformatted (Figure 313). This placeholder also allows hyperlinks, images, and attachments.

 

Figure 313 The Modified Contact Placeholder

 

  1. To preview your content for the page, you will need to scroll up to view the Web Authoring Console and then select Preview to see the output (Figure 314).

 

Figure 314 Event Contact Preview

 

 


Entering the Agenda Info [top]

 

If desired, event authors can enter information regarding the event agenda.

 

  1. Click in the Agenda Info: placeholder textbox to have the cursor blink in the textbox.

 

Figure 315 Agenda Info Placeholder

 

  1. Select the text within the textbox by dragging the mouse pointer across the text (Figure 316).

 

Figure 316 Selected Placeholder Text



  1. Enter the text for the placeholder. All the text for this section is pre-formatted (Figure 317). This placeholder also allows hyperlinks, images, and attachments.

 

Figure 317 Agenda Info Completed

 

  1. To preview your content for the page, you will need to scroll up to view the Web Authoring Console and then select Preview to see the output (Figure 318).

 

Figure 318 Agenda Info Preview

 

Entering Additional Event Information

 

If desired, event authors also have the opportunity to display additional event information.

 

  1. Click in the placeholder textbox one time to have the cursor blink in the textbox.

 

 

  1. Select the text within the textbox by dragging the mouse pointer across the text.

 

  1. Enter the text for the placeholder. This placeholder also allows formatted text, hyperlinks, images, and attachments. (Figure 319).

 

Figure 319  Formatted Additional Information

 

  1. To preview your content for the page, you will need to scroll up to view the Web Authoring Console and then select Preview to see the output (Figure 320).

Figure 320 Additional Information Preview


 

Entering an Image [top]

 

  1. Click inside a placeholder that has an image indicator icon.

 

Figure 321 Placeholder with Image Icon

 

  1. Select the Insert Image icon from the Web Authoring Toolbar.

 

 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:

 

    • Insert Shared Image > to choose a graphic from a Resource Gallery

 

    • Insert Local Image > to choose a graphic located on your computer

 

Inserting a Local Image [top]

 

  1. Select Insert Local Image (Figure 323).

 

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

 

  1. Click the Browse button to navigate to the image you would like to use from your computer. The Choose File Window opens (Figure 325).

 

 

  1. Select the le type of the image from the Files of Type dropdown box to help narrow the search for graphic image.

 

  1. Select the image from the list and then click Open. The Insert Image window re-appears (Figure 326).

 

Figure 326 Insert Image Window (Local)

 

  1. If the Hyperlink textbox is available, indicated by the placeholder indicators, you can make the image a hypertext link by typing in the URL of a web site.

 

  1. Enter a few descriptive words about the image in the Alternate Text. This text will be displayed on the content page when the pointer moves over the image. If a user has their graphics disabled on their computer, they will see your alternate text instead.

 

  1. Click Insert to add the image to your NCDOC-CMS page.

 


Inserting a Shared Image [top]

 

  1. Click on the Insert Shared Image link (Figure 327).

 

 

Figure 327  Select Image Source Window

 

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

 

 

Figure 328 Insert Image Select Resource Gallery Window

 

  1. Click on the link NCDOCWeb07 link (Figure 328) to see the images within the folder.

 

The Select Source Select Image window opens (Figure 329).

 

 

 

Figure 329 Select Source Select Image Window

Figure 330 Preview / Select Image Icons

 

 

  1. Preview the image by clicking on the Preview Image icon (Figure 330). The Image Preview window appears (Figure 331).

 

 

Figure 331 Image Preview Window

 

  1. Close the preview window by clicking on the “X” at the top right of the window.

 

  1. Select the image by clicking on the Select Image icon (Figure 330).

 

The Insert Image Insert Image window appears (Figure 332).

 

Figure 332  Insert Image Window

 

  1. Add text to the Alternate Text textbox (Figure 333) to allow the text entered in the textbox to appear when the mouse pointer moves over the image when it is in preview or production.

 

Figure 333  Alternate Text for Image

 

  1. Click Insert when finished. The image appears in the placeholder (Figure 334).

Figure 334 Image Inserted in the Placeholder


Deleting an Image [top]

 

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

 


 

Linking to another Page [top]

 

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.

 

  1. Highlight the text that you would like to appear as a hyperlink.

 

  1. Click the Add Hyperlink icon from the Web Authoring Toolbar (Figure 336).

 

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


Linking to an External Page [top]

 

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

 

  1. Type the external web page’s address in the Hyperlink Address textbox (Figure 341). (The address should always begin with http://).

 

  1. In the Tooltip textbox (Figure 341), type a title for the link which will be displayed in NCDOC-CMS when a user’s pointer moves over the link.

 

Figure 341 Tooltip Textbox

 

  1. Make sure that “New Unnamed Window” is selected in the Open Link In dropdown box (Figure 342).

 

 

Figure 342 Open Link In Drop Down Menu

 

  1. Click OK to add your hyperlink. The text you selected to be the link to the external web page is now blue in color and underlined (Figure 343).

 

Figure 343 Hyperlink Text within Placeholder

 

Linking to an Internal Page [top]

 

  1. Select the text that will be used for the link (Figure 344).

Figure 344 Selecting the Text to be The Link

 

  1. Click on the Hyperlink icon found on the CMS toolbar (Figure 345).

 

Figure 345 Toolbar

 

The Edit Hyperlink window appears (Figure 346).

 

Figure 346 Edit Hyperlink Window

 

  1. Click on the Browse button. The Insert Hyperlink Select Internal Link window appears (Figure 347).

 

 

Figure 347 Select Internal Link Window

 

  1. Click on the plus (“+”) sign to expand the folder NCDOCWeb07. All the folders within the NCDOCWeb07 folder appear (Figure 348).

 

Figure 348 Expanded Folders

 

  1. 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 349).

 

 

Figure 349 Homepage to Link To

 

  1. 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 350).

 

Figure 350 Selected Link Textbox

 

  1. Click OK. The name of the page is transferred to the Hyperlink Address textbox (Figure 351).

 

Figure 351 Hyperlink Address with Value of the Link

 

  1. Enter a phrase in the Tooltip textbox (Figure 352) to display when the mouse pointer hovers over the text that you had earlier selected to be the linked text.

 

Figure 352 Tooltip Textbox

 

  1. Click OK. The window re-opens with the linked text underlined (Figure 353)

Figure 353 Hypertext Link Displayed in Body Text

 

  1. Preview the page.

 

  1. Point your mouse over the NCDOC link. The tooltip appears (Figure 354).

 

Figure 354 Tooltip over the Hyperlink


Attaching a File [top]

 

  1. In your NCDOC-CMS page place your cursor where you would like to add an attachment.

 

  1. Click the Insert Attachment icon in the Web Author Toolbar. The Insert Attachment Select Source window is displayed (Figure 355).

 

Figure 355 Insert Attachment Select Source Window

 

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

 

    • Insert Shared Attachment > to choose a document from a Resource Gallery

 

    • Insert Local Attachment > to choose a graphic located on your computer

Inserting a Local Attachment [top]

 

  1. From the Select Source window (Figure 356) select Insert Local Attachment.

 

Figure 356 Insert Attachment Select Source Window

 

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

 

Figure 357 Select Source Insert Attachment (local attachment)

 

  1. Click the Browse button to navigate to the attachment you would like to use from your computer. The Choose File for Local Attachment Window opens (Figure 358).

 

Figure 358 Choose File for Local Attachment Window

 

 

  1. Select the le for the attachment, and then click Open. The Insert Attachment window re-appears (Figure 359).

 

Figure 359 Insert Attachment Window (Local)

 

  1. In the Display Text textbox, enter a description to be associated with the attachment.

 

  1. Click Insert to add the attachment to your NCDOC-CMS page. The page now displays with the attachment added to the placeholder.

 


Inserting a Shared Attachment [top]

 

  1. From the Select Source window (Figure 360) select Insert Shared Attachment.

 

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

 

  1. Click the plus (“+”) sign (Figure 362) to open the NCDOCWeb07 folder.

 

Figure 362 The Expanded NCDOCWeb07 Folder

 

  1. Click the link of the folder Documents. The Insert Attachment Select Attachment window opens (Figure 363).

 

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

 

  1. Select the document by clicking the icon under the Select column. The document’s name appears within the Insert Attachment window (Figure 364).

 

Figure 364 Insert Attachment Window with Document Name

 

  1. If necessary, change the text contained within the Display Text textbox.

 

  1. Click Insert. The attachment icon appears within the body section of the template (Figure 365).

 

Figure 365 Attachment Icon with the Name of the Attachment


 

RSS Feeds [top]

 

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

 

  1. By default, the checkbox labeled Make RSS Feed (Figure 366) is selected to automatically indicate the page you are creating will be included in a specified RSS feed, making it available to other pages within the NC-DOC website.

 

  1. Click each checkbox within the RSS section of the template to have the content from the page available to the channel’s checkbox you are selecting.

  2. To preview your content for the page, you will need to scroll up to view the Web Authoring Console and then select Preview.

 

 

 

 


Saving the Content [top]

 

  1. Click on Save a New Page located on the Web Authoring Console. The Create New Page Save New Page window appears (Figure 367).

 

Figure 367 Create New Page Save New Page

 

  1. In the Name textbox, enter a name for your new NCDOC-CMS content page. The name entered here becomes the page’s filename. Spaces are NOT allowed nor are any special characters. Use only alphanumeric characters (a-z, 0-9).

 

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.

 

  1. In the Display Name textbox, enter a name for your new NCDOC-CMS content that will be used in the navigation.

  2. Click OK to save the file. The Edit Site mode window re-appears (Figure 368) indicating that the content has been saved.

 


 

Submitting the Content [top]

 

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.

 

  1. Click on the option Submit from the Web Authoring Console (Figure 369). 

 

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 [top]

 

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


The Calendar Template Completed [top]

 

 

Figure 372 Calendar Template Completed


Selecting the Template [top]

 

  1. Click Switch to Edit Site from the Web Authoring Console.

  2. Click Business Services (Figure 373) to navigate to where we want to put our calendar.

Figure 373 Web Authoring Console

 

  1. Select the option Create New Page (Figure 373). The Create New Page Select Template Gallery window opens (Figure 374).

Figure 374 Select Template Gallery

 

  1. From the Select Template Gallery (Figure 375) window, click the Applications link to see the listing of templates within the folder.

 

Figure 375 Select Template Gallery

 

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

 

Figure 376 Selecting the Calendar Template

 

  1. Select the icon for the Calendar template in the column labeled Select (Figure 376).

 

 

 

 

 


 

The template (Figure 377) appears with placeholders for you to add your content.

 

Figure 377 Calendar Template Placeholders

 


 

Entering the Meta Data [top]

 

Meta Data are descriptive information about your page content. Meta data information is not displayed on your NCDOC-CMS page. Rather, it is used by the NCDOC-CMS search engine and outside search engines such as Google to effectively categorize your page inside NCDOC-CMS.

 

The Meta Data should be completed accurately for the NCDOC-CMS search engine and other NCDOC-CMS users to find your page.

 

  1. Place your cursor in the Description/Summary field and type in a descriptive summary for the content (Figure 378).


Figure 378 Meta Data Description/Summary



  1. Place your cursor in the Keywords field (Figure 379) and enter three keywords that can be used for search for this page. You should enter all three words.


Figure 379 Meta Data Keywords


Entering the Calendar of Events Title  [top]

 

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

 

  1. Click in the placeholder textbox to have the cursor blink in the textbox.

 

  1. Select the text within the textbox by dragging the mouse pointer across the text.

  2. Enter the text for the placeholder. All the text for this section is pre-formatted by built-in styles (Figure 381).

 

Figure 381  Pre-formatted Calendar of Events Title Text

 

  1. To preview your content for the page, you will need to scroll up to view the Web Authoring Console and then select Preview to see the output (Figure 382).

 

Figure 382 Calendar of Events Title Preview

 


Saving the Content [top]

 

  1. Click on Save a New Page located on the Web Authoring Console. The Create New Page Save New Page window appears (Figure 383).

 

Figure 383 Create New Page Save New Page

 

  1. In the Name textbox, enter a name for your new NCDOC-CMS content page. The name entered here becomes the page’s filename. Spaces are NOT allowed nor are any special characters. Use only alphanumeric characters (a-z, 0-9).

 

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.

 

  1. In the Display Name textbox, enter a name for your new NCDOC-CMS content that will be used in the navigation.

  2. Click OK to save the file. The Edit Site mode window re-appears (Figure 384) indicating that the content has been saved.

 

 

 


 

Submitting the Content [top]

 

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.

 

  1. Click on the option Submit from the Web Authoring Console (Figure 385). 

 

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.



 

The Jump Link List Template [top]

 

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


The Jump Link List Template Completed [top]

 

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

 

Figure 389 Jump Link List Populated with a Jump Link Items


Selecting the Template [top]

 

  1. Click Switch to Edit Site from the Web Authoring Console.

  2. Click Business Services (Figure 373) to navigate to where we want to put our jump link list.

Figure 390 Web Authoring Console

 

  1. Select the option Create New Page (Figure 373). The Create New Page Select Template Gallery window opens (Figure 374).

Figure 391 Select Template Gallery

 

  1. From the Select Template Gallery (Figure 392) window, click the WebSite link to see the listing of templates within the folder.

 

Figure 392 Select Template Gallery

 

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

 

Figure 393 Selecting the Jump Link List Template

 

  1. Select the icon for the Jump Link List template in the column labeled Select (Figure 393).

 

 

 

 


The template (Figure 394) appears with placeholders for you to add your content.

 

Figure 394 Jump Link List Placeholders

 


 

Entering the Meta Data [top]

 

Meta Data are descriptive information about your page content. Meta data information is not displayed on your NCDOC-CMS page. Rather, it is used by the NCDOC-CMS search engine and outside search engines such as Google to effectively categorize your page inside NCDOC-CMS.

 

The Meta Data should be completed accurately for the NCDOC-CMS search engine and other NCDOC-CMS users to find your page.

 

  1. Place your cursor in the Description/Summary field and type in a descriptive summary for the content (Figure 395).


Figure 395 Meta Data Description/Summary



  1. Place your cursor in the Keywords field (Figure 396) and enter three keywords that can be used for search for this page. You should enter all three words.


Figure 396 Meta Data Keywords


Entering the Jump Link List Header  [top]

 

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

 

  1. Click in the placeholder textbox to have the cursor blink in the textbox.

Figure 397  Header for the Resource Header Template

 

  1. Select the text within the textbox by dragging the mouse pointer across the text.

  2. Enter the text for the placeholder. All the text for this section is pre-formatted by built-in styles (Figure 398).

 

Figure 398  Pre-formatted Jump Link List Header

 

  1. To preview your content for the page, you will need to scroll up to view the Web Authoring Console and then select Preview to see the output (Figure 399).

 

Figure 399 Jump Link List Header Preview

 


Describing the Jump Link Items [top]

 

Figure 400 Jump Link Items Description Text Placeholder

 

  1. Click in the description of the Jump Link Items text placeholder textbox one time to have the cursor blink in the textbox (Figure 400).

 

  1. Select the text within the textbox by dragging the mouse pointer across the text.

  2. Enter the text for the description for the Jump Link Items. (Figure 401).

 

Figure 401 Un-formatted Jump Link Items Description Text

 

  1. To preview your content for the page, you will need to scroll up to view the Web Authoring Console and then select Preview to see the output (Figure 402).

 

Figure 402 Jump Link List Item Description



 

 

 


Formatting the Jump Link List Description [top]

 

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

 

  1. Select the text to be formatted (Figure 403).

 

 

Figure 403 Selecting Text to be Formatted

 

  1. Click on the icon(s) to format the text using the formatting toolbar (Figure 404).

 

Figure 404 Toolbar

 

  1. Deselect the text to see the changes (Figure 405).

 

Figure 405 Formatted Text

 

  1. Save the page.

 

  1. To preview your content for the page, you will need to scroll up to view the Web Authoring Console and then select Preview to see the output (Figure 406).

Figure 406 Formatted Text Preview


Changing the Order of the Jump Link Items [top]

 

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


 

  1. Navigate to the channel to locate the Jump Link List (Figure 409).

 

Figure 409 Jump Link List Page

 

Figure 410 Switch to Edit Site on the Web Authoring Console

 

  1. Click on the Web Authoring Console option Switch to Edit Site (Figure 410).

 

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

 

  1. From the Web Authoring Console, click Edit (Figure 411) to be placed in Edit Mode (Figure 412).

 

 

 

 

 

Figure 412 Edit Mode Options

 

  1. From the Listing Order (Figure 413) section click on the resource name to be repositioned within the list and then use the up or down arrows to reposition the item.

 

Figure 413 List Order Section of the Template

 

  1. Preview your page by clicking Preview on the Web Authoring Console. Your content page is displayed in a new browser window (Figure 414).

 

Figure 414 Reordered Jump Link List Items

 

  1. To save and complete the editing process, close the preview window then click Save and Exit on the Web Authoring Console.

 

  1. If you are satisfied with the page, you can click on Submit to request your page be approved and then published by an Editor.

 

  1. Click on Switch to Live View to exit from the editing session and return to Live Site mode.

 


 

RSS Feeds [top]

 

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

 

  1. By default, the checkbox labeled Make RSS Feed (Figure 415) is selected to automatically indicate the page you are creating will be included in a specified RSS feed, making it available to other pages within the NC-DOC website
  2. Click each checkbox within the RSS section of the template to have the content from the page available to the channel’s checkbox you are selecting.

  3. To preview your content for the page, you will need to scroll up to view the Web Authoring Console and then select Preview.

 

 

 

 

 


Saving the Content [top]

 

  1. Click on Save a New Page located on the Web Authoring Console. The Create New Page Save New Page window appears (Figure 416).

 

Figure 416 Create New Page Save New Page

 

  1. In the Name textbox, enter a name for your new NCDOC-CMS content page. The name entered here becomes the page’s filename. Spaces are NOT allowed nor are any special characters. Use only alphanumeric characters (a-z, 0-9).

 

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.

 

  1. In the Display Name textbox, enter a name for your new NCDOC-CMS content that will be used in the navigation.

  2. Click OK to save the file. The Edit Site mode window re-appears (Figure 417) indicating that the content has been saved.

 

 

 


 

Submitting the Content [top]

 

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.

 

  1. Click on the option Submit from the Web Authoring Console (Figure 418). 

 

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 [top]

 

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


The Jump Link Item Template Completed [top]

 

 

Figure 421 Jump Link List Completed


Selecting the Template [top]

 

  1. Click Switch to Edit Site from the Web Authoring Console.

  2. Click Business Services (Figure 422) to navigate to where we want to put our jump list items.  

Figure 422 Web Authoring Console

 

  1. Select the option Create New Page (Figure 422). The Create New Page Select Template Gallery window opens (Figure 423).

Figure 423 Select Template Gallery

 

  1. From the Select Template Gallery (Figure 424) window, click the WebSite link to see the listing of templates within the folder.

 

Figure 424 Select Template Gallery

 

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

 

Figure 425 Selecting the Jump Link Item Template

 

  1. Select the icon for the Jump Link Item template in the column labeled Select (Figure 425).

 

 

 

 


 

The template (Figure 426) appears with placeholders for you to add your content.

 

Figure 426 Jump Link Item Template Placeholders

 


Entering the Jump Link Item Title  [top]

 

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.

 

  1. Click in the placeholder textbox to have the cursor blink in the textbox.

Figure 427  Jump Link Item Title Placeholder

 

  1. Select the text within the textbox by dragging the mouse pointer across the text.

  2. Enter the text for the placeholder. All the text for this section is pre-formatted by built-in styles (Figure 428).

 

Figure 428  Pre-formatted Jump Link Item Caption

 

  1. To preview your content for the page, you will need to scroll up to view the Web Authoring Console and then select Preview to see the output (Figure 429

 

Figure 429 Jump Link Item Caption Preview

 


Entering an Image [top]

 

  1. Click on the image icon contained within the placeholder bar.

 

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

 

  1. Select the Insert Image icon from the placeholder toolbar.

 

 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:

 

    • Insert Shared Image > to choose a graphic from a Resource Gallery

 

    • Insert Local Image > to choose a graphic located on your computer

 

Inserting a Local Image [top]

 

  1. Select Insert Local Image (Figure 432).

 

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

 

  1. Click the Browse button to navigate to the image you would like to use from your computer. The Choose File Window opens (Figure 434).

 

 

  1. Select the le type of the image from the Files of Type dropdown box to help narrow the search for graphic image.

 

  1. Select the image from the list and then click Open. The Insert Image window re-appears (Figure 435).

 

Figure 435 Insert Image Window (Local)

 

  1. If the Hyperlink textbox is available, indicated by the placeholder indicators, you can make the image a hypertext link by typing in the URL of a web site.

 

  1. Enter a few descriptive words about the image in the Alternate Text. This text will be displayed on the content page when the pointer moves over the image. If a user has their graphics disabled on their computer, they will see your alternate text instead.

 

  1. Click Insert to add the image to your NCDOC-CMS page.

 


Inserting a Shared Image [top]

 

  1. Click on the Insert Shared Image link (Figure 436).

 

 

Figure 436  Select Image Source Window

 

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

 

 

Figure 437 Insert Image Select Resource Gallery Window

 

  1. Click on the link NCDOCWeb07 link (Figure 437) to see the images within the folder.

 

The Select Source Select Image window opens (Figure 438).

 

 

 

Figure 438 Select Source Select Image Window

Figure 439 Preview / Select Image Icons

 

 

  1. Preview the image by clicking on the Preview Image icon (Figure 439).

 

 

The Image Preview window appears (Figure 440).

 

Figure 440 Image Preview Window

 

  1. Close the preview window by clicking on the “X” at the top right of the window.

 

  1. Select the image by clicking on the Select Image icon (Figure 439).

 

The Insert Image Insert Image window appears (Figure 441).

 

Figure 441  Insert Image Window

 

  1. Add text to the Alternate Text textbox (Figure 442) to allow the text entered in the textbox to appear when the mouse pointer moves over the image when it is in preview or production.

 

Figure 442  Alternate Text for Image

 

  1. Click Insert when finished. The image appears in the placeholder. (Figure 443)

Figure 443 Image Inserted in the Placeholder


Deleting an Image [top]

 

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

 


Entering the Jump Link Item Content  [top]

 

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.

 

  1. Click in the placeholder textbox to have the cursor blink in the textbox.

 

Figure 445  Jump Link Item Content Placeholder

 

  1. Select the text within the textbox by dragging the mouse pointer across the text.

  2. Enter the text for the placeholder. All the text for this section is available for formatting using the Web Authoring toolbar (Figure 446).

 

Figure 446  Pre-formatted Jump Link Item Title

 

  1. To preview your content for the page, you will need to scroll up to view the Web Authoring Console and then select Preview to see the output (Figure 447).

 

Figure 447 Jump Link Item Content Preview

 


Saving the Content [top]

 

  1. Click on Save a New Page located on the Web Authoring Console. The Create New Page Save New Page window appears (Figure 448).

 

Figure 448 Create New Page Save New Page

 

  1. In the Name textbox, enter a name for your new NCDOC-CMS content page. The name entered here becomes the page’s filename. Spaces are NOT allowed nor are any special characters. Use only alphanumeric characters (a-z, 0-9).

 

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.

 

  1. In the Display Name textbox, enter a name for your new NCDOC-CMS content that will be used in the navigation (Figure 448).

  2. Click OK to save the file. The Edit Site mode window re-appears (Figure 449) indicating that the content has been saved.

 

 


Submitting the Content [top]

 

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.

 

  1. Click on the option Submit from the Web Authoring Console (Figure 450).  

 

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.

 


 

Chapter 6 Editing Pages  [top]

 

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.

 

  1. Using the channel menus, navigate to your page that needs to be edited.

 

  1. Click on the Web Authoring Console option Switch to Edit Site (Figure 452).

 

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

 

 

 

  1. From the Web Authoring Console, click Edit (Figure 454).

 

Figure 454 Edit Option

 

  1. The number of options on the Web Authoring Console (Figure 455) will vary depending on your privileges for that page.

 

Figure 455  Edit Site Mode using Edit Option

 

  1. Make any changes within the placeholders.

 

Figure 456 Saving the Content and then Exiting Edit Mode

  1. Preview your page by clicking Preview (Figure 456) on the Web Authoring Console. Your content page is displayed in a new browser window.

 

  1. To save and complete the editing process, close the preview window then click Save and Exit on the Web Authoring Console (Figure 456).

 

 

 

 

Figure 457 Page Status Saved

 

  1. If you are satisfied with the page, you can click on Submit (Figure 457) to request your page be approved and then published by an Editor.

 

  1. Click on Switch to Live View to exit from the editing session and return to Live Site mode.


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 458 Page Status Types

Viewing the Status of a Page  [top]

  1. In the Web Authoring Console, click Switch to Edit Site (Figure 459).

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).

  1. Switch to the NC-DOC home page within Edit Site mode. This page status now shows Published (Figure 461).

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.

Viewing the Production Manager  [top]

 

  1. In Edit Site mode, click Production Manager option on the Web Authoring Console. The Production Manager window opens (Figure 462).

 

Figure 462   Production Manager Window

 

  1. To preview the page, click the icon displayed Figure 463.

 

Figure 463 Preview an Existing Page from Production Manager

 

  1. To edit the page, click the icon under the Go To column heading (Figure 464).

 

Figure 464 Go To an Existing Page from Production Manager

 

  1. Close the Production Manager window.

 

 



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.

Viewing the Approval Assistant  [top]

 

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.

Save and Exit, Submit [top]

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 [top]

Save your page by clicking the Save option on the Web Authoring Console.

Preview [top]

  1. Preview your page by clicking on Preview on the Web Authoring Console.

 

  1. When you are finished previewing the page, close this window by clicking the ‘X’ in the upper right corner of the window.

 

Adding Attachments [top]

  1. In your placeholder, place your cursor where you would like to add an attachment.

 

  1. Click the Add Attachment icon in the Web Authoring Toolbar.

 

  1. Select the Insert Local or Shared Attachment link.

 

  1. Using the Browse button next to the Local or Shared Attachment textbox, navigate to the attachment you would like to use. Select the le type of the attachment from the le type dropdown box.

 

  1. Enter the title of the attachment into the Display Text textbox.

 

  1. Click Insert to add the attachment to your page.