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1. You will start in this section when you log in Theme tahoe Set your default theme the look amp feel you prefer to use from the options above Processes D Accessibility Options Turn accessibility options on C Drag and Drop Use the drag and drop plug in For example you can select the theme for your preference Version 1 2 Page 8 User Manual Theme coolblue docublue documentum high contrast kaleidoscope lava mellow royale sage shiny S hice E Let s try to change the theme from tahoe to royale amp BACKUP R CIS DEVY hkfsd_reviewer1 Subscriptions CIS_DEV hkfsd_reviewer1 Subscriptions Tasks amp Notifications Categories In Context Editing 4 2 HTML Editor setting When you edit HTML files say by checking the file and click File gt Edit option from the top pull down menu or clicking the Edit shortcut link Documentum will search for the option you have chosen in the HTML Editor under the Web Authors tag in the Preferences setting You can either use an application that is installed on your local machine or you can use the default web based application e WebEditPro Version 1 2 Page 9 User Manual E HTML Editar Application on my local machine Web based application fewWebEditPral When editing HTML files you can either use an application that is installed on your local machine homesite Dreamweaver FrontPage etc
2. item Type Files Only Expired Folders Onl l 12 40 AM olgers Only T tto Defa EEEN 16 12 40 AM Show All Resetto Default Single Select Only 16 12 59 Ph Single SelectOnly Select Only In the Status filter the file status that is later than the selected one will be shown Details are listed as follows ll WIP Staging Approved Active Expired Filter by File Name Version 1 2 Page 14 User Manual You can type in some keywords to replace the Starts with text Press the the list Starts with Filter by Number You can choose the number of items to be shown in a page from 10 50 or 100 5 3 Sorting There is a sorting bar on the top of the items By clicking the underlined text on the sorting bar the items will be displayed from ascending or descending order Bs Hame Version Size Format Modified gt re Name Locale Version Change Set Status Modified zsp E images 7 10 18 06 11 57 AM COB Asom Sa Engish us 1 0 WIP 10 18 06 11 57 AM She fe ree Sa English us 1 0 WIP 10 18 06 11 57 AM O f Biindexhtmibak Sa Engish us 1 0 WIP 10 18 06 11 57 AM P E A pro2022006 htm Sa Engish us 1 0 WIP 10 18 06 11 57 AM rh Pee a e o a aa uum imram a ema By clicking the 757 icon you can select the properties that appear in the lists and change the order in which the columns for the properties appear 5 4 Searching There are two types of search functi
3. The folder is not empty Limitation of deleting document The following states the condition that a document cannot be deleted For documents 1 User without delete privilege on the desired document 2 When the document s current version is in Active state or previous version of the document is in Active state 3 When the document is being checked out 4 When the document is included in a workflow For templates Version 1 2 Page 24 User Manual a ee ee eS ae O ee hm e e e ee e e m S Z m e Bers e SS 1 Template is mark as Available 2 Template is referred by a some content in web cabinet It means that the content is generated by the template For presentation and rule files 1 File is referred by other document Version 1 2 Page 25 User Manual St bad ee O b Ba ee 8 Transforming document into different formats by Rendition In WCMS a document may have more then one rendition such as html PDF word etc You can transform the Microsoft documents Word documents Excel spreadsheets Powerpoint slides into different formats like PDF HTML 8 1 Making a HTML PDF rendition WCMSS contains a Transformation Server which allows you to transform a Plain Text Word Excel and Powerpoint file to a PDF or HTML file through WP 1 Select a document you want to transform 2 From menu File gt New gt Create Rendition select PDF Rendition or HTML Rendition Edit Native Edit Vie
4. Working with version In WCMS every document has a version number When you create a new content the version number is 1 0 Then if you Edit with Checkout Check In and Save then a new version number will be assigned You can view the old version delete the version diff two versions or reinstate an old version 13 1 View Version l Select a file 2 Click Version from the View menu 3 Then a list of version will be shown ka index xml s Version 1 3 Locale English US Status WIP ta pera 8 R version Comment Modified Q o amp bw 1 0 d 10 3 06 7 37 PM Fl 1 1 1 10 4 06 6 37 PM EI i 912 w 10 406 6 41 PM Fis WIP CURRENT 1 3 10 25 06 5 30 PM 4 YOU can select each version just like select a file 13 2 Diff Version Notes Diff two versions is processed by external comparison tool Diff version means compare two versions L View version of a file then a list of the version will be displayed 2 Select two versions you want to diff 3 Then select Diff versions from File gt Versions 13 3 Reinstate a Version Reinstate a version means make the old version become the current version By doing this a new version will be created and the file content is same as the old version And the previous current version will become an old version Version 1 2 Page 37 User Manual L View version of a file then a list of the version will be displayed 2 Select the version you want to reinstate Reinstate the
5. demo_aboutus_template xml roe Demo template About us Locale English US Modified 10 5 06 5 11PM R template_CLF xml Locale English US Modified 10 6 06 5 09 PM State I gt Avail Unavail 5 You can assign a new name for the content file 6 Youcan set the effective date and or expiry date for the content file Version 1 2 Page 23 User Manual 7 Click the OK button R demo aboutus template xml Demo template About us Version 3 0 Locale English US Status Available X Create a new file C Use an already existing file Browse Name demo_aboutus_template xm Do not use any spaces or special characters like the following characters Acti Url Qe ees RE Descriptive Name Demo template About us Subject bemo template About us Locale English US Keywords Edit Authors Edit Effective pate az Hour minute Use the date and time fields above If the field is left to the detault setting it will be published to the web You can check the checkbox to edit the content file right away 7 5 Delete Document Folder Check the check box of the document or folder and click File gt Delete button to delete the document You can delete multiple files or folders at the same time Limitation of deleting folder The following states the condition that a folder cannot be deleted 1 User without delete privilege on the desired folder 2
6. 4 WIP 11 21 06 3 38 PM O 3 CD installedPatch zip Sa Engish us 1 0 WIP 10725706 12 40 AM 3 E testing doc Engish Us 3 0 WIP 11 22 06 3 47 PM O l reie Sa Engish us 2 1 Active 11 21 06 3 18 PM O 3 W testing2 doc Sa Engish us 2 1 Active 11 21 06 3 18 PM gt Version 1 2 Page 12 User Manual eS O R b Ba ee mL Tree Menu for Content Editor Web Cabinet a Site Manager Change Sets Add Repository Tree Menu for Content Developer Templates oe akin E C Editor Presentations Files ma aen E gt BUIES Rules Files o CIS Shared LE Templates Previews Image Thumbnail T Administration Add Repository Version 1 2 Page 13 User Manual i S S gt a S SZ S SSL So A 5 2 Setting Filters In WP view you can filter the content listing by the following criteria Filter by Version or Type You can use the filter button to narrow the type of items displayed in a list The button which is located in the menu bar as shown below allows you to apply multiple filters at once accelera com Z cj Hame Locale Version Change Set Status Modified SSK D capital T 5 28 06 11 57 AM E E communications T b 28 06 11 57 AM D I images 5 28 06 11 57 AM The filter setting would be shown next to the filter button F item Type Locale v WIF d 6 Staging __Filter__ Curre Approved tern Active wv Files amp Folders K
7. MS MER BZU The user interface of the Web Publisher Editor would be different as the look and feel depends on the definition of the rule file Below are the functions of each button Version 1 2 Page 22 User Manual 4 Revise the information and press Save button 5 You can optionally click the Comment button to set the comment for the document 6 Then you can press Web View to view your change A Ifthe change is OK you then Press Close amp Unlock button to you finish your change and exit from the WP editor B Ifthe change is Not OK and you want to rollback the document then you should Press Close to exit from the WP editor And in WP cancel check out the document to retrieve the previous version 7 4 Creating a new web file from a template 1 Navigate to the desired location you want to create a new content template on it 2 Click File gt New gt Content in the top pull down menu or select the shortcut link New Content a CIS DEY citb_developer1 Inbox Q Subscriptions J My Files Categories In Context Editing K Web Cabinets A ClS_Shared A citb amp Site Manager Folder 3 Choose a template you are basically reference on it 4 Check the checkbox of the desired template and click the OK button New Content Add Translation Edit Check In MetaObject Categories citb en es starts with i Categories Name t one level lt yj lt v
8. current version is not allowed 3 Then select Reinstate from menu File gt Versions Notes Only the latest 5 versions of files would be kept online and old versions will be archived to secondary storage on a regular basis 13 4 Delete Version Delete a version is similar to delete a document L View version of a file then a list of the version will be displayed 2 Select the version you want to delete Each time only one file can be deleted 3 Then select Delete Version from the File menu Version 1 2 Page 38 User Manual 14 Account Management 14 1 Change password Every user can change his password in the WP login page on a regular basis Web Publisher Login Login Name Administrator Password Repository dctmdev gt T Remember my credentials More Options More Options 1 Click the button Web Publisher Login Login Name administrator Password Repository dctmdev T Remember my credentials Hide Options Domain Language Engish United States gt T additional Accessibility Options 2 Press the Version 1 2 It is recommended that users will change their passwords Shange Password button to enter the change password page Page 39 User Manual Name Administ rator Repository dctmdev Domain Current Password New Password oo Confirm New Password TR button 14 2 Change email address The emai
9. e SS Z f 5 Basic Navigation 5 1 WP User Interface Description User Preferences Change Let us have an overview on the User Interface of the Web Publisher When you logy Mac e Esot displayed as shown below Please note that the function on the pull down menu changesotrd also use the short cut links for quick access functions ooo ie Change E Mail Logout Help New Content Add Translation Edit Checkin Transform Webview Add To Clipboard Delete BACKUP CIS DEY hkfsd_editor1 S i Fiter v Subscriptions C i A My Files starts with Go Categories UU Y ICIL F 7 s S In Context Editing o Name Locale Version Change Set Status Modified SSK Ay Web Cabinets 8 C images T 11 14 06 4 30 PM CIS_Shared LP r Was 11 2 06 5 35 PM Qe hkfsd_cgi 8 r TTT Sa Engish us 3 1 WIP 11422 06 4 41 PM A hkfsd_data en S Ji hkfsd_rdata m 1 Act copyrightc htmi Sa Engish us 2 1 WIP 117 22 06 4 41 PM amp Site Manager m 1 Aer conerichte gh Sa Engish us 2 1 WIP 11 22 06 4 41 PM trie NIAE Se n l dd Repos 0 Mid Sa Engish us 2 1 WIP 11423 06 6 29 PM Short Cut Butt ort Cut Dutton O 3 Ai ira haa Sa Engish us 1 1 WIP 11 23 06 10 04 AM r Be ete ndeshim Sa English us 1 2 WIP 113706 7 00 PM P Aer sitemap htn Sa English us 2 5 Active 11 22 06 11 45 AM nm B eee Sa English us 1 0 Staging 11 3 06 4 49 PM Tree Menu R 1 bel index htm Engish Us 3 1
10. ner tegereee tate eae cet pee e in Enk EEEa EnS 20 7 2 Check In Check Out a document 21 7 3 Editing a document 22 7 4 Creating a new web file from a template oo ccccccsssessssssseesseesseessseesseessesesseeaseessees 23 1 9 Delete Document Folder siesta ces eee nan a ieee eee 24 8 Transforming document into different formats by Rendons 26 6 Making a HIML PDF nls eT 26 6 2 Viewin rendi ON esauen ee ewer rere Oe rere ere 26 Version 1 2 Page 3 User Manual Me Delete d rendit Oi areena raer a E E ENIN 27 Q Publish a document with workflow 10seeecssese 28 9 1 Starting a workflow occ ccccccscssssessssessssessssesssecsssessssesssscssssssssesssssssssessuessssesssecssseessecsseessseeeseees 28 9 2 Adding documents in a workflow sssssss sssssiiiiisesssssssssssssssssssssssrrrisiiiiirrrrrrsssssssssssssssssrrnen 29 9 3 Setting the publishing time of documents in a worllow oe cecccccccceseteeeeeeeee 31 9 4 Workflow report 31 9 5 Reviewing a workflow for reviewer only 32 10 Setting the document publishing and expiration m 34 11 How to check document Status 35 12 NOpncanOn 36 13 Working With Version 37 LE VIEN Ver Oinen e e E NE R IEEE EIN 37 PADIT VO ON a E A E E EE E A 37 13 3 Reinstate a Version ssssssssssssssssssssiiiisiisiirirrrssssssssssssssssssssiriniiiiiiiiirrrrsnsssnnnnnntsnnnttntiiriininirrnrrns 37 13 4 Delete Version 38 14 Account Management 39 14 1 Change passwo
11. or you can use our Web based application that will show up in your web browser evvebEditPra Default locale filter a languages 9 The locale will be your default filter for your file listing pages You can override this settiing on your file listing page by using the filter pulldown Checkout Directory fen This directory is where files wil be stored for checkout operation 4 3 Application path setting You can set the application path under the Web Developers tag You can define the default editor to be used to edit rule files for template developers only You can set the temporary directory for viewing source code view source application path Version 1 2 Page 10 User Manual rs Web Developers Rules Editor C application on my local machine IE Web based application Files currently checked out will not be affected by this change until they are checked back into the system Temporary Directory fen This directory is where files will be stored for view source and differencing Link Check Application K Path T This directory is where the path of your local link checking application Differencing Application Path This directory 1s where the path of your local differencing application Wien Source Application en Path TY This directory is where the path of your local wiew source application M 1 Version 1 2 Page 11 User Manual i S S gt a gt E e r e K R R m S
12. with the document If there is an K icon under the Change Set column it means that the document is in workflow Then you cannot edit the document New Content Add Translation Edit Check In Transform WebView Add To Clipboard Delete ee BACKUP Z CIS DEVY hkfsd_editor1 Kra rts with Go j100 rs Inbox subscriptions r Name Locale Version Change Set Status Modified 7 My Files Categories In Context Editing Web Cabinets Qe CIS Shared E front_images 11 28 06 5 26 PM K images 11 14 06 4 30 Ph K test1 11 2 06 5 35 PM lad acover xmi Sa Engish us 1 Active 11 30 06 2 22 PM ld cfs about uso sb bn Engish us WIP 14 22 06 4 41 PM d cfs copyrighte htmi Sa Engish us 11 29 06 5 39 PM cts copyrighite lt eb html Sa Engish us WIP 14 90 06 4 52 PM cfs_index html Engish us WIP 14 30 06 2 02 PM d s indaxe gb html Sa Engish us 1 WIP 11 23406 10 04 AM ed cfs mag html Sa Engish us 1 WIP 11 3 06 7 00 PM Lid cee sanz pa Sa Engish us WIP 11 25 06 11 57 AM lad cover xml Sa Engish us 1 WIP 11 29 06 12 38 PM S ad www tar Sa Engish us 1 Staging 11 3 06 4 49 PM front_images G images G test1 Qe hkfsd_cgi Qe hkfsd_data Qe hkfsd_rdata L Site Manager Add Repository G BR CI RECECE P Ee CEEE oo Gon ese O86 GOU OO Ges O88 ONO GSH Ene Version 1 2 Dage 35 User Manual m S Z e K R R m S e SS Z 12 Notification You can get notification by navigating to the Inbox node f
13. 1 0 10 25 06 5 39 PM mission jpg Sa Engish us 1 0 10 25 06 5 39 PM org jpg Sa Engish us 1 0 10 25 06 5 39 PM m Y Fnolich Sa Engish us 1 0 10 25 06 5 39 PM LCB feb pape DI le CI PER TI WE Click File gt Export on the pull down menu Look in My Documents x LC B Er 2 presentation OK Files of type a Files lt Cancel File name IC Documents and Settings AdministratoriMy Documents Select the output directory and click OK button to execute the export process Version 1 2 Page 19 User Manual 7 Viewing and editing a document 7 1 Viewing a document There are two methods to view the content of a document 1 View by local computer application You view the document using your computer default application of the viewing document type For example if you are viewing a plain text document then notepad will be used But the limitation is that if you try to view an html page by view then you may be unable to view the image or other file inside the html page As the browser cannot find the file according to the path In this case you need to use Web View 2 Web view You view the document with a web browser And all images or stylesheets will be displayed so that you can view the output of the web page as what you will see after publishing to the web server But the limitation is that only browser supported format can be Web View You cannot web view a javascript or stylesheet file
14. 2 S Translate and submit to web site Initiator OGCIO_Administratar Start Date 11730706 12 39 PM Workflow Description Priority Normal Workflow Requirements Add attachments Effective Date Assign performer labels eo pate Hour Winute Promotion Type Include Relations IE Exclude Relations Selecting Include Relations promotes the files in the change set as well as all files with relationships to files in the change set Selecting Exclude Relations promotes the files in the change set only 9 4 Workflow report User can view report of running or completed workflow You can follow the steps below to view the workflow report 1 Select Workflow Reporting from the pull down menu Tools gt Workflow 2 Then a list of workflow display Version 1 2 Page 31 User Manual Resume Workflow Halt Workflow Terminate Workflow FP Workflow Name Status Active Task Name Performer Supervisor oO E review for testing Co Start CIS DEVY citb_editor1 Scan Virus before CIS DEV Post Scan before CIS_DEV Promote to Staging CIS DEV Send Next Mail CIS DEY Review Content citb_reviewer1 E E submit again Co Start CIS DEY citb_editor1 Scan Virus before CIS DEV Post Scan before 5 CIS DEV Promote to Staging CIS DEV Send Next Mail CIS DEY Review Content citb_reviewer1 Demote to WIP CIS DEY Reject to Author OGCIO_Administrato Promote to Staging CIS DEV Send Next Mail CIS DEN Review Content citb_review
15. L ae My Files Categories 1S In Context Editing Web Cabinets d A CIS Shared Qe hkfsd_cgi A hkfsd_data Qe hkfsd_rdata Z Site Manager 4dd Repository bbp TC LE J e T h dx amp Version 1 2 am Coni B tron Ae AELA B imag B test i lad aco el cfs lel cfs index html i QA 11 QO 12 Thumbnail el cts indexc_gb html lid cts indexe html Active WIP Active WIP WIP WIP WIP 11 28 06 5 26 PM 11 14 06 4 30 PM 11 2 06 5 35 PM 11 30 06 2 22 PM 11 22 06 4 41 PM 11 30 06 5 49 pM 11 30 06 4 52 Ph 11 30 06 2 02 PM 11 23 06 10 04 AM 11 3 06 7 00 PM 1KB 20 KB 17 KB 17 KB 8 KB 17 KB 17 KB Ece User Manual Advanced Search An advanced search allows you to add selection criteria to your search You can perform the advanced search by clicking the anced button from the top menu bar Est T Logout Help Coneral Contains Locations CIS DEV Edit Current location only CIS DEY WebPublisher Configuration Object Type sysobject dm_sysobject Properties Name contains Remove Add another property Date Modified lt l anytime S OH C pran are iz Size any Size Additional 7 Find hidden objects D Find all versions w You can specify the size status date of the object you are searching Size Any Size any Size Less than 100 KB Less than 1 MB Less than 10 ME Greater than 10 ME Greater tha
16. Manual Fites 4 Add fj English US 2 Check the checkbox of the desired document and press Select button in the bottom to add document to the workflow Web Cabinets citb Hame Locale Version Status Modified P i Bpest Engish us 2 0 Active 11 24 06 5 57 PM P E asampl cover xmi English Us 1 1 WIP 14 14 06 8 25 PM O S diacre Engish us 1 0 WIP 12 71 06 10 06 AM P bedltest template gallery table xm Engish Us 1 0 WIP 11 13 06 6 48 PM i E drest template whatnews xmi Enelish us 1 1 WIP 11 13 06 5 17 PM P E diene template_whatnews xmi Engish Us 1 0 WIP 11 13 06 5 26 PM P E exer Engish Us 2 1 Active 11 23 06 11 45 PM P atop menu js Engish us 1 0 WIP 10 25 06 5 37 PM d Sn menu js bak Engish US 1 0 Staging 11 24 06 10 49 AM P uet prsest 469 English us 1 0 WIP 14 21 06 10 46 AM P Sdweicome git Engish Us 1 0 WIP 11 30 06 11 57 AM P i Biyear is Engish us 1 0 Active 11 24 06 10 52 AM D L test w 1241 06 3 14 PM bad tcover xmi English us 1 0 WIP 14 25 06 4 04 PM E a n Ed Englich ics 44 44 06 9 29 DM L i 3 Press Finish button at the end Version 1 2 Page 30 User Manual 9 3 Setting the publishing time of documents in a workflow During the configuration of starting a workflow you can set the publishing time by choosing Date Hour and Minute in the Effective Date field in the Info page For the detail of getting in this page please refer to section 9
17. Setting the document publishing and expiration time You can set the publishing and expiration time of a document The WCMS will check if the publishing time of a document if it is not defined in the workflow It will expire and remove the document from the staging and production web servers when the document is expired The publishing and expiration time will ONLY be effective when the document reaches the active status You can view and edit a document s information by pressing the ka icon next to the document Pubtishing Z about xml e Version 1 0 Locale English US Status WIP Effective oct 5 2006 Gy 17 A minute 2 Keeping default settings means that the page will be published to the web site as soon as it reaches the Approved state Expiration Never Expire Expire On Dec 5 2006 17 Z vinute 7 Publish Formats Edit Locale English US Use Fallback Rules V Web Ready Ready Content Refresh 7 Automatically refresh this page when related content is modified fou can only use this if XDQL is applied Y Ok Cancel The Effective field allows you to set its publishing time The Expiration field allows you to set its expiration time Version 1 2 Page 34 User Manual 11 How to check document status The status of the document reflects the stages WIP Staging Approved Active Expiry in a lifecycle The status of a document can be checked from the Status field along
18. User Manual e p o o e m a Se L oe b elle l Ba ee e e e ee e a m S Z m e Bers e SS a E te L User Manual For OGCIO WCMS Project Prepared By Marco Chan Automated Systems HK Limited December 2006 Version 1 2 Page 1 User Manual e e e ee e e a Distribution and Release Copy No Holder Amendment History Change Revision Description Pages Affected Revision Approval Number on Respective Version Reference Version Number p ee ee o Prepared By Approved By _ Mr Marco CHAN Project Manager Automated Systems HK Ltd Date December 2006 Date Version 1 2 Page 2 User Manual Table of Content 1 Software Requirements 5 Install JRE Java Runtime Environment plug in esssssssssssssssssrn 5 2 Connection to SSLV PN 6 3 Login to WCMS seen i 3 1 HOW Ta 7 3 2 HOW 0 LO QOUb ccc cccssessssessssessssessssessuscsssesssssssssesssscssssesssessssssssssssscessseessscsssesssseessecesseessseessecesseeeen 7 A Setting Preference 8 4 1 General Setting 8 4 2 HTML Editor Setting 9 4 3 Application path Setting 10 5 Basic NaVIgaHOn 12 5 1 WP User Interface Description 12 S EA E e E E E A E eee eee 14 DF Oa es cag ce epee E tee ees 15 OA ENIKO aT o Te 15 p Importing amp Exporting files 18 C Rise TICS T O a A 18 OZ E 06 E eeen E E AE A ENEE EEEE ETE EAEE 19 7 Viewing and editing a document 20 tB Viewing OM aces cesta arp
19. cument Check the check box of the document and click File gt Check Out to check out the document To Check In a document Check the check box of the document and click File gt Check In to check in the document To Check the Check In Out Status of a document When a document is being checked out there is an Starts with Hame Locale Version Change Set Status Modified icon next to the document s name 22 gt D L images T 10 18 06 11 57 AM Ci i n Sa Engish us 1 0 WIP 10 48 06 11 57 AM Gi eee English us 1 0 WIP 10 20 06 12 04 PM i Binsex ntm bak Sa English us 1 0 WIP 10 48 06 11 57 AM Lan m When a document is being checked out by others there is an a icon instead Then you cannot edit but only export or view the file Ps rts with ro Name Locale Version Change Set Status Modified a gt a images w 10 18 06 11 57 AM C E bel sday_popup htm Sa Engish us 1 0 WIP 10 18 06 11 57 AM ORE Beer English us 4 0 WIP 10 20 06 12 04 PM O S Bp ph Sa English us 1 0 WIP 10 18 06 11 57 AM To cancel check out K You can cancel the check out of a document with icon by checking its check box and click File gt Cancel Checkout from the top pull down menu All revision of the content of the document will be lost if you Cancel Checkout a document Version 1 2 Page 21 User Manual St bad ee O b Ba ee 7 3 Editing a document In WP the edit action woul
20. d also include checking out a document In other words the document would be automatically checked out when you edit a document There are two types of document you may edit one with template and other without template For editing documents created from template you must use the WP Editor For other content WP will use your computer default application to open the document For example if you select edit a text file in WP then WP will open your computer text editor to you Then you will need to edit the opened document save it locally and check in it from WP Editing a HTML file You can edit a HTML file placed in the Web Cabinet 1 Check the check box of the file 2 Click File from the pull down menu 3 You can click Edit or Native Edit to edit the file gt When you choose Edit the editor as selected in the Preference tab would be launched For details please check from the HTML Editor Setting in Preferences section gt When you choose Native Edit the editor as default in your file association setting would be triggered Editing a content file created from template You can edit a content file created from template as follows 1 Check the check box of the file 2 Click File gt Edit from the pull down menu 3 A content editor is shown as below Web Publisher Editor User Interface Web view Save Close amp Unlock Close Keyword in metatag Enter keyword X alwa ee Normal Arial Unicode
21. e details on the connection to the SSL VPN server before login to the WCMS Version 1 2 Page 6 User Manual b m m oo me 6 mle e S m m S o o S m e 3 Login to WCMS 3 1 How to login User can type in http hostname 8080 wp where the hostname should be wems scig hksarg for the WCMS server in the address field of your browser to enter the login page of Web Publisher Repository CIS_WwCMs 4 CI Remember my credentials More Options 1 Type in User Name Password 2 Select an appropriate repository Choose CIS _WCMS for the storage on the production server 3 Click the Login button to login to the Web Publisher 3 2 How to logout Click the New Content Delete icon from the top menu bar to logout from Web Publisher 2 dctmdev Administrator aa Inbox PZ Version 1 2 Page 7 User Manual 4 Setting Preference Preferences determine your personal settings and are stored in a cookie on the machine from which you accessed Web Publisher If you delete the cookie you will loose your preference settings New Content There are three important tags that we concern The three tags are General Web Authors and Web Developers respectively 4 1 General setting You can select your default location theme and drag and drop feature under the General tag in the Preferences settings lt lt f General Colu ms Lo in Web Authors Section to start in Inbox
22. er1 O aaa Q Start CIS_DEV citb_editor1 3 You can see the state of all workflow The state includes the Workflow Name Status Running Completed and Paused Active Task Name and Performer of a task Also you can Halt Resume or Abort a workflow here 4 You can use the filter to select running completed or all workflows Completed Work flows All Work flows Completed Work flows Running Work flows You can double click a workflow to view the detail of the workflow 9 5 Reviewing a workflow for reviewer only The workflow started by content author should be approved by content reviewer in order to complete the workflow and publish to the web server 1 Login to WP as an reviewer and navigate to the Inbox node from the navigation tree Subscriptions amp My Files Tasks amp Notifications Categories P S z ubject From Received Status E7 In Context Editing ELERE Siesta Web Cabinets O Review Content Inbox demo CIS DEY 11 30706 4 41PM dormant CIS DEY o Site Manager Add Repository 3 You should view the content on the attached file by clicking on its name Version 1 2 Page 32 User Manual 4 Press Submit or Reject button to approve or decline ALL the document s in the workflow Review Content L Description inbox demo From CIS DEW Received 11730706 1 58 Pat Work Flow Instructions Requirements Instructions Select next tasks Version 1 2 Page 33 User Manual 10
23. he web site as soon as it reaches the Approved state Expiration Never Expire Expire On pate a Hour Sluts 7 Cancel You can edit the file name and select Object Type and Lifecycle for the imported files Click the Import button to start the import process Version 1 2 Page 18 User Manual Troubleshooting on importing folder If you are going to clean up the cookies from the web browser you will be unable to import folder though you press the Next or Import button since no default lifecycle is assigned to the document inside the folder You are advised to import file and assign lifecycle to it before trying to import folder if you have cleaned the cookies or the first time WP run on a computer 6 2 Export files You can export files but not folders with the Export function in the pull down menu You can check the check box of your desired file s under a specific folder Starts with Gor Hame Locale Version Change Set Status Modified 7 chi gif E English US 1 0 WIP 10 25 06 5 39 PM E Budgetos gif Engish Us 1 0 WIP 10 25 06 5 39 PM had English Us 1 0 10 25 06 5 39 PM LZ head jpg head1 jpe Sa Engish us 1 0 40 25 06 5 39 PM E head2 jpg Sa Engish us 1 0 10 25 06 5 39 PM head3 jpg 3 E heada jpg Sa Engish us 1 0 10 25 06 5 39 PM E heads jpg Sa Engish us 1 0 10 25 06 5 39 PM JTsang jpe Sa Engish us 1 0 10 25 06 5 39 PM E mission gif Sa Engish us
24. html TE ooo e000 HEOnNWOOOOOO Sehr erie ct E Version 1 2 Page 28 User Manual 4 Select the workflow by checking its checkbox and press the OK button Show Current Versions Version Owner 8 kA submit to hkfsd cgi site 1 0 CURRENT CIS DEY F submit to hkfsd site 4 0 CURRENT cS DEV 5 Fill in description in the description field and press the Finish button XE Submit to hkfsd site Initiator hkfsd editor Start Date 11730706 4 19 Fii Workflow Description Priority Normal gt Effective Bate pate HE Hour lt l Minute lt Promotion Type Workflow Requirements 4dd attachments Include Relations IE Exclude Relations Selecting Include Relations promotes the files in the change set as well as all Tiles with relationships to files in the change set Selecting Exclude Relations promotes the files in the change set only An w icon will be shown next to the document which has a workflow started on it 9 2 Adding documents in a workflow During the configuration of starting a workflow you can add more than one document to the workflow in the Info page For the detail of getting in this page please refer to section 9 1 There is a Files option at the bottom of the Info page Files F Add E Name Locale Version Status Modified Ci 3 ld I1cover xmi English US 1 0 WIP 11 25 06 4 04 PM 1 Press the Add button to add document to the workflow Version 1 2 Page 29 User
25. ill be routed to the content reviewer for approval 2 Auto publish to site started by content reviewer gt When the workflow is submitted the documents in the workflow will be published directly to the staging and production web server 9 1 Starting a workflow 1 Select the file you want to publish to the web server 2 Click the Start Workflow button K next to your desired document 3 Or you will have to select from the pull down menu if you include more than one document in a workflow 2 Web Publisher Microsoft Internet Explorer Sele BRO HH HAM BORE IAM HAW a Q WA Pe ka O OCH VHA FD http 10 106 101 5 8080Avp componentimain __dmfClientld 1165204875151 amp __dmfRequestld _clientl 2 amp __dmflumpTypesjump Siz g Change E Mail Logout Help New Content Add Translation Edit Checkin Transform Web View Add To Clipboard Delete er r me nm Hame ange Set Status Modified Z CIS DEY hkfsd_reviewer1 Q Subscriptions w ae My Files Categories In Context Editing xg C front_images 11 28 06 5 26 PM 11 14 06 4 30 PM C mages Subscribe al test 11 2 06 5 35 PM A hkfsd_cgi A hkfsd_data A hkfsd_rdata L Site Manager Add Repository ba acover xml Change Sets Active 11 30 06 2 22 PM crs about usg WIP 11 22 06 4 41 PM 600 ooo 600 k copyright Active 11 30 06 5 49 PM Workflow el ots copyright PM New Window lal cfs index htm f PM el ots indexc_gb html ke indexe
26. l address will be required for notification purposes eg during a content approval process To view and change your email address you must login to the WP and click the KRA top pull down menu and navigate to the change email page New Content Type a new email address in the E Mail field and press the OK button at the bottom User Name citb_developer1 Original E Mail citb_developer1 E Mail Version 1 2 Page 40
27. n 100 ME Example of Advanced Search This is an example to search files which have a file name consists of head under the web cabinet named citb Click on the LES 8 2 4 button from the top menu bar Click on the Edit button next to the Location field Choose citb in the Location page Select Document dm_document for the setting of object type K Se OS Type head in the right most field from the Properties Properties Name 9 contains 9 Remove 4dd another property 6 Press Search button from the bottom Version 1 2 Page 17 User Manual 6 Importing amp Exporting files 6 1 Import files folders A local file can be easily imported by clicking the File gt Import button in the pull down menu Selected Files Folders Click the Add Files button to browse and select the desired files or Click the Add Folders to import a whole folder including all the folders and files underneath However the maximum number of items to be imported is 1000 each time File Name k Descriptive Name Apply either Z Object Type Lifecycle Object Type Document drm document Lifecycle Defaut Lifecycle gt C Template Template lt select template Locale English US IZ Use fallback rules if translations are not present Effective pate Gea Hour Minute gt Use the date and time fields above If the field is left to the default setting it will be published to t
28. ons Simple Search and Advanced Search Simple Search A simple search returns documents that have at least one of your search words The search results first display documents that have all your search words and then second display documents that do not have all the terms but have at least one in the whole WCMS Version 1 2 Page 15 User Manual You can perform simple search by typing the word in the Search field in the top menu bar Inbox Subscriptions fa Web Cabinets R l 0 aal Qi 123 P E capital news listing 9 English us 5 28 06 11 58 AM accelera com L A citb db gow hk G g LTE Sa Engish us 1 0 lt none gt 6 12 06 5 04 PM A citb2 gov hk m Rei citb P Bnewsgovi_o git Sa Engish us 1 0 lt none gt 6 12 06 5 04 PM P E Dnewspovi git Sa Engish us 1 0 lt none gt 6 12 06 5 04 Ph cl r ei P Bnewsgovio cit Fa 9 Engish us 1 0 lt none gt 6 12 06 5 04 PM To view the full path of the files you can select View gt Page View gt Locations from the pull down menu 3 Web Publisher Microsoft Internet Explorer REO aE HA RRB IA KHAU O O HAO m km 2 2B IRADS Fat D http 10 106 101 5 8080Avp component main __dmfChentld 1165204875151 amp __dmfRequestld _ chentl 2 amp _ dmfJumpType jump mens NL Go PL Advanced a SR New Content AddTranslation Edit Check In Transform WebView Add To Clipboard Delete 3 CIS DEY hkfsd_reviewer1 Inbox Subscriptions
29. rd 39 14 2 Change email address 40 Version 1 2 Page 4 User Manual e e e ee e e 1 Software Requirements You will login the WCMS and go to the Web Publisher WP user interface to manage your web content Your computer must have the following software installed 1 Web Browser the supported version are Windows Netscape 2 Java Runtime Environment supported version are 1 4 2 or above You may check the current version in the Control Panel settings If your computer hasn t installed the Java Runtime Environment please follow the step below to install it Install JRE Java Runtime Environment plug in Before using Web Publisher user must install java plug in on their computer The required version is 1 4 2_08 or above The plug in can be downloaded at http wcms scig hksarg 8080 wp plugins j2re 1_4 2 08 windows 1586 p exe Or http java sun com 2se 1 4 2 download html Sun Java web site Installation Procedure l After the download double click the executable file 2 The License Agreement windows displays Select Accept to accept the Agreement then click Next 3 The Installation Mode windows displays Leave the default settings and click Next 4 The installation process start 5 After the installation is completed restart your computer Version 1 2 Page 5 User Manual eS ae O ee ee mL 2 Connection to SSLVPN Please refer to the WCMS SSLVPN connection guide for th
30. rom the navigation tree on the left of WP SS BACKUP ee CIS_DEV Akfsd_ reviewer LE Subscriptions The Inbox page is shown when you click on the Inbox node Subject From Received Completed Expiration Notice cith reviewer 1 10 18 06 4 49 Phi H Completed Expiration Motice cith rewiewmer 1 10 16 06 4 49 Phi Completed Expiration Motice cith_ reviewer 10718706 4 49 Phi Rewiew Content submit asain CIS DEW 1075 06 11 17 PM acquired KK HK Ey 9 1 K Int Hp O00 ON Review Content review for testin CIS DEW TOFS 06 7 26 PM acquired There are some important messages which might appear in you Inbox 1 Notifications are messages that tell you an event has occurred 2 Tasks I are electronic assignments that are part of a workflow The following shows the message in inbox when workflow is started 1 When an editor starts an Approval for lt website gt workflow there is a message in reviewer s inbox asking the reviewer to submit or reject the request S wJ d Review Content inbox demo Cls DEV 11730 06 1 58PM dormant CIS DEV 2 Ifthe reviewer rejects the request there is a Reject to Author message in editor s inbox FP fe Reject to Author inbox demo CIS DEV 11750706 2334 PM dormant 3 If you have stopped a workflow an Abort Workflow message will be shown in your inbox i Abort Work TOW hkfsd_ editori 11 30 06 3 05 Fih Version 1 2 Page 36 User Manual m S Z e K R R m S e SS Z 13
31. s View by local computer application The content of the document can be viewed by checking the check box of the document and clicking File gt View in the pull down menu Click on the name of the document can view the content of the document too The application which you have done the association for the specific file type would be launched WebView a document A document can be previewed in a Web Layout View by using the WebView function You can check the check box of the document and click View gt WebView button to call the Web View function Be attention that there is a green light between the document s name and document s check box when the document support Web View function O e Hame Locale Version Change Set Status Modified SSK rc Dies 10 18 06 14 57 AM Tl a a E Engish us 1 0 WIP 10 18 06 11 57 AN G a adab Sa Engish tus 1 0 WIP 10 18 06 14 57 AM Oo LE ee Sa Engish us 1 0 WIP 40 48 06 14 57 AM P z a proz022006 htm Sa Engish tus 1 0 WIP 0 18 06 14 57 AM hy i eS rere Sr st even ary A Version 1 2 Page 20 User Manual 7 2 Check In Check Out a document The check out function locks the document when a document is being edited to avoid users from editing the same file at the same time The document would be check in when the editing is finished When you check a document out the document will be placed into a check out directory which you have set in the Preference setting To Check Out a do
32. w Check Out n Change Set Status Modifi 10 26 Import Export Delete Email as web link 10 26 10 26 10 26 PDF Rendition HTML Rendition Import Rendition 10 26 Translations gt Create Rendition L 3 After clicking the menu it will generate the rendition accordingly User can view the rendition after one or two minutes to check the result If there are problems with the rendition generation you will receive a message in your inbox 8 2 Viewing rendition 1 Select a file 2 Click Rendition from the View menu 3 Then a list of rendition will be shown The first one is primary rendition It cannot be deleted unless you delete the file Version 1 2 Page 26 User Manual wh testing doc Version 1 0 Locale English US Status WIP Microsoft Word Document testing doc 9 29 06 4 52 PMA Acrobat PDF testing pdf 9 29 06 4 53 PM 4 Youcan select each rendition for viewing or exporting as another file as required 8 3 Delete a rendition To Delete Rendition 1 Select a rendition you want to delete 2 Then click Delete button on the top right hand corner Version 1 2 Page 27 User Manual i a e m S e m e r e K oe m S e SS Z 9 Publish a document with workflow Workflow can be started by content authors or reviewers There are two types of workflows 1 Approval for site started by content author gt When the workflow is submitted the documents in the workflow w

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