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1. arene 14 3 Tridion CMS Concepis sanane anaa Eeee 16 3 1 Top Down View of Tridion sasaka cdsanaiesatesniasdtantiaidtasntasdiaaneetciasaididiaazeenientels 16 3 2 Publications Folders Structure Groups and Categories 17 3 2 1 OET Specific Publications senes 18 3 3 Schemas Components Component Templates Page Templates and Site Templates 19 3 3 1 OET Specific Templates cccccccccccccccccecccecceccecccecceeceeeceeeeeeeeeseeeeeeeseeeseseeeeeess 21 A MSGi MGM ACCS Qmm 26 AA Content Manager EKplorer repr eren IE xoc NS Ne Nantes tetes 27 4 1 1 Location Bai saa naa aa aa aa SE A Ng AN AE ANG Na IT 29 412 Left Pane seue a anga a asana a ana aa gang adab gana aa a a a a anga a kaga aaa 29 4 1 3 Content Management sn 31 4TA NGM 2 Ng ETE 34 ARS NN MS 00 rS 36 UR EI Doe 37 MER NOR iN Um TENER 38 418 Righteliek rr 39 ias CMS User Manual For OET me me or XPAND Tridion CMS Implementation ENTERPRISETECHNOLOGY b N conronArion 4 1 9 Other Content Manager Explorer Functions a anana ne ne 39 4 1 10 Where You Will Be Working in Content Manager Explorer 41 4 2 NGET ee 42 5 OET User Roles and FUICUOFS sia sisncu ded raa ne ra sau REI ua EE rasa RS E KRE RA yd unu RE EM et
2. Page Template Default Page Template v Inherit from parent Metadata Schema none SDL Tridion 2009 of Trusted sites 100 3 In the Name field enter the name of the page Comments You may use spaces This text determines the name of the page within the Tridion system 4 In the File name field enter the file name of the page Comments You must enter a valid file name do not include spaces or special characters This text determines how the page will be o Referenced within page links and o Displayed within a web browser s URL 73 conronArion CMS User Manual For OET Tridion CMS Implementation LT ENTERPRISETECHNOLOGY 5 Uncheck the Inherit from parent checkbox The previously grayed out Page Template pull down menu is activated 6 Select Content Without Left Nav Page Template from the Page Template pull down menu Content Without Left Nav Page Template is displayed in the pull down menu The extension to the right of the File name field changes to jsp Comments Within the OET Tridion implementation the role of the page template is to simply organize the content As of this documents publication three page templates have been created o Content Without Left Nav Page Template o Content With Left Nav Page Template and o Two Column Content With Left Nav Page Template 7 Select Dublin Core Metadata Sch
3. Comments Inthe From Publication column notice that many of the components are from the OET Common publication This is an 84 CMS User Manual For OET EOE RE AXDAAD Tridion CMS Implementation ENTERPRISETECHNOLOGY A conronArion example of blueprinting As of this documents publication the OET Public Website publication is based largely on the OET Common publication DET Public website foot lara ere Mardin late 21 3903 the atout Right click the Root structure group and The New Page dialog window is displayed select New gt Comments Page You may also click the New Page button in the toolbar As of this document s publication the Root structure group contains all of the pages In the future sub structure groups may be created The following tabs are displayed in the window o The General tab enables you to enter content in the following required fields Name how the page will be referenced within Tridion File name how the page will appear in a web browser s URL and Page Template governs the overall structure of the page 85 x XPAND conronArIon CMS User Manual For OET Tridion CMS Implementation cvigsPascrecunotooy ZI dak Ph oer Public Website Root New Page O New Page New 2 64 Windows Internet Explorer General Component Presen
4. To gain additional screen real estate you can collapse the menu by clicking and dragging the orange bar at the top of the menu The following image shows the collapsed menu with Content Management as the selected item Because of its purpose this document will cover only the Content Management Search View and My Tasks areas 30 CMS User Manual For OET me Dee OF g APAND Tridion CMS Implementation ENTERPRISETECHNOLOGY N N conronArTIon 4 1 3 Content Management The Content Management area enables you to navigate and select e Publications in which you will find o Tridion Building Blocks in yellow such as components and o Tridion Structure Groups in purple and e Publishing Queue Everything is arranged in a tree structure to facilitate navigation CONTENT MANAGEMENT Content Management Gr di Custom Pages Gp OET Base OET Public Website Building Blocks H Root M Categories and Keywords KB Publishing Queue tt The following items are found within Content Management 31 CMS User Manual For OET mt De o APAM Tridion CMS Implementation ENTERPRISETECHNOLOGY A 4 1 3 1 Publications As discussed in OET Specific Publications above this Tridion implementation currently has three Publications OET Base OET Common and OET Public Website e OET Base i e OET Common s OT Pubic website B di Building Blocks di Components M Schemas M Template
5. conronArion CMS User Manual For OET me ome ot AXDAAD Tridion CMS Implementation ENTERPRISETECHNOLOGY a N 4 1 Content Manager Explorer The Content Manager Explorer is e The primary Tridion interface e Tree structured similar to Windows Explorer and e Browser based The following screen capture shows the shows the main areas of the Content Manager Explorer in the OET Tridion implementation Note It may be helpful to print out this page section for reference 2 SDL Tridion 2009 Charlie Cain Windows Internet Explorer GO LE mote maz en tte meet Be BE SD Tridon 2009 charte Cain tridion M NOET Common Building Blocks Tom Ju 19 2900140 CLR a M AIS Kl 38 P gt Type PA From Publication f Modi Content Management Folder 6 15 2010 11 39 11 AM a Custom Pages Schemas Folder 6 15 2010 11 39 03 AM H OET Base M Templates Folder 6 15 2010 11 39 06 AM 8 6 OET Common t New Multimedia Component omponent 6 25 2010 11 39 33 AM E t ETES H body background nt 5 15 2010 11 39 32 AM S i Components 9 css 9 ld Documents 1 Location Bar TAN z 2 Left Pane Nav Tree S E Site Template Components New 3 Publications S Test Components to delete 4 F Id S images CN er i Cempenert Temolate kawa A S Schemes mane 5 Structure Group M Templates ce 6 Publishing Queue Propemes Se Greve ri My Tasks U where Used Template Suilding Block D site
6. Icons and Shortcuts The Content Manager Explorer uses numerous icons and shortcuts e Appendix A Content Manager Explorer Icons shows the icons and what they indicate e Appendix B Content Manager Explorer Keyboard Shortcuts contains a list of the keyboard shortcuts 28 CMS User Manual For OET me DCE OF a XFAND Tridion CMS Implementation ie esencmorosr gN 4 1 1 Location Bar tridion NOET Common In addition to setting your user preferences LA discussed in section 2 Settings above the Location Bar enables you to e View your location with Tridion e View Tridion documentation by clicking on the Online Documentation icon Km and e View information about the Tridion software by clicking on the Tridion 2009 logo TAPE 4 1 2 Left Pane The Left Pane is comprised of 6 areas e Content Management e E mail Management e Web Site Management e Search View e System Administration e My Tasks T Content Management gt E mail Management Web Site Management Search View System Administration v My Tasks Clicking on an area will turn the focus of the left side of the screen to the selected area For example clicking Content Management will make the entire left side a Content Management work area By clicking on the various buttons you can toggle between work areas 29 conronArion CMS User Manual For OET me De ot j XPAND Tridion CMS Implementation ENTERPRISETECHNOLOGY a N
7. Title the title AlternativeTitle the alternative title SiteTemplate OET Site Template Dublin Core SDL Tridion 2009 f Trusted sites 3 Edit the page The page is updated Comments Remember you are merely changing the components and component presentations that appear on this page To change the actual components content you must edit the component itself 4 Click one of the save options at the top of the window d ki ke Comments From left to right these are Save Save and Close Save and New 117 CMS User Manual For OET a XPAND Tridion CMS Implementation N conronArTIon ENTERPRISE TECHNOLOGY A 14 How to Retrieve a Version of a Component or Page User Roles All Every time you save changes to a component or a page Tridion creates a new version of that item As a result you can track and compare versions of items using the Version History List which lists all the versions of a selected item including the current version Importantly if you realize you ve made a mistake you can retrieve an older version and make it the current version Step Action Result Comments 1 Within a folder or structure group The item is displayed navigate to the item for which you want to retrieve an older version 2 Right click the item and navigate to History is
8. on the OET Common publication laran ere Mandan dare 21 3013 he Right click the Root structure group and select New gt Page 7 The New Page dialog window is displayed Comments You may also click the New Page button in the toolbar As of this document s publication the Root structure group contains all of the pages In the future sub structure groups may be created The following tabs are displayed in the window o The General tab enables you to enter content in the following required fields Name how the page will be referenced within Tridion File name how the page will appear in a web browser s URL and 71 conronArion CMS User Manual For OET Tridion CMS Implementation ENTERPRISETECHNOLOGY C Page Template governs the overall structure of the page o The Component Presentations tab enables you to select The components content and The accompanying component templates formatting for the component that you want to include on the page The Info tab shows technical information for the page 72 CMS User Manual For OET a ADD Tridion CMS Implementation XN GONPAONA ron ENTERPRISETECHNOLOGY a New Page New 2 64 Windows Internet Explorer Ph NOET Public Website Root New Page dak General Component Presentations Page Preview Info Name File name
9. Allow websites to prompt For information using scripted winde Q Disable 9 Enable g Scripting of Java applets Q Disable 9 Enable Q Prompt amp User Authentication a Logon Q Anonymous logon Q Automatic logon only in Intranet zone 157 CMS User Manual For OET me ome OF XPAND Tridion CMS Implementation ENTERPRISETECHNOLOGY CN conronArIon Q Disable 9 Enable Allow websites to prompt for information using scripted windc Q Disable 9 Enable Scripting of Java applets Q Disable 9 Enable Q Prompt Wi User Authentication amp Lagon Anonymous logon Automatic logon only in Intranet zone Automatic logon with current user name and password 9 Prompt for user name and password 158 CMS User Manual For OET mt ome oF XPAND Tridion CMS Implementation ENTERPRISETECHNOLOGY CN 3 Check the following in the Tools gt Internet Options gt Advanced tab Internet Options D Always expand ALT text for images D Move system caret with focus selection changes D Reset text size to medium For new windows and tabs M Reset text size to medium while zooming Reset Zoom level to 100 For new windows and tabs Browsing D Automatically check For Internet Explorer updates M Close unused Folders in History and Favorites M Disable script debugging Internet Explorer M Disable script debugging Other D Display a notification about every script error v Enable FTP folder view
10. SDL Tridion 2009 y Trusted sites 100 3 Enter the name of the new component in the Name field and select one of the following schemas from the Schema pull down menu shown below Left Navigation Rich Text Plain Text Related Links Header Header Navigation CSS JS Footer After selecting a schema the bottom part of the window will automatically display the pre determined fields for that schema Comments You don t need to do anything aside from selecting a schema from the pull down menu Other schemas exist in this menu be sure to select one of the nine shown to the left Fields marked with red asterisks are required 56 CMS User Manual For OET me Um oF XAM Tridion CMS Implementation Bici asencmorosr ZI Nm 2 NEW COMPONENT NAME HERE New 5 1 6 Windows Internet Explorer i es OET Public Website Building Blocks Components NEW COMPONENT NAME HERE General EMERGE New COMPONENT NAME HERE none 88 Component Link Schema 45 CSS Schema 2 Default Rich Text Schema 5 Event Schema S82 FAQ Page Schema 2 Footer Schema 2 General Content Schema 2 Head Tag Schema Head Na hems 4 Fill out the fields for the new Left Comments Navigation component shown below The Title field is the link text the end user will see The Url field is the target for the link text You can add additional links by clicking the
11. result teams in your organization can accomplish what they do best For example authors can create content designers can design the look and feel of Pages and editors can determine what content is published where CMS User Manual For OET XDAAD Tridion CMS Implementation ENTERPRISETECHNOLOGY N N rtr Term Definition Folder Similar to a Windows Explorer folder a Tridion Folder organizes the Tridion Building Blocks including Schemas Components Component Templates and Page Templates The actual website Pages are not organized in Folders but are instead found in Structure Groups Item An umbrella term that might indicate any of the Tridion Building Blocks Live Server The Live Server is the Tridion environment that produces the publicly viewable web pages Page Similar to a web page a Page is what the public user sees These are organized in Structure Groups Page Template A Page Template defines the layout of a page by determining where on the page the Component Presentations are rendered It provides the design and navigational functionality of a page Public Site Public Website The public facing website that is accessible to internal and external users The URL for the OET s public site is www oet state mn us Note that some content may be accessed only by approved users so a login page is provided Publication A Publication is a collection of content and layout items Often
12. ActiveX controls and plug ins Allow previously unused Activex controls to run without prorr O Disable 9 Enable Scrintlets 147 CMS User Manual For OET me ome OF XPAND Tridion CMS Implementation ENTERPRISETECHNOLOGY CN Security Settings Trusted Sites Zone 9 Allow Scriptlets Disable 9 Enable Q Prompt Automatic prompting For Activex controls Disable 9 Enable Binary and script behaviors Q Administrator approved Q Disable 9 Enable Display video and animation on a webpage that does not use Q Disable 9 Enable Download signed Activex controls Nisable 148 CMS User Manual For OET me ome OF XPAND Tridion CMS Implementation ENTERPRISETECHNOLOGY CN Download signed Activex controls Q Disable 9 Enable Q Prompt Download unsigned Activex controls Q Disable 9 Enable Q Prompt Initialize and script ActiveX controls not marked as safe For sc Q Disable 9 Enable Q Prompt Run Activex controls and plug ins Q Administrator approved Q Disable far Fnahle 149 CMS User Manual For OET mt ome oF XPAND Tridion CMS Implementation ENTERPRISETECHNOLOGY CN Security Settings Trusted Sites Zone Script Activex controls marked safe For scripting Disable 9 Enable Q Prompt a Downloads e Automatic prompting For File downloads 9 Disable Q Enable a File download Disable 9 Enable amp Font download Q Disable 9 Enab
13. CMS Implementation ENERPaserecunooGy Of MMMEIOTA 3 Tridion CMS Concepts 3 1 Top Down View of Tridion The following graphic shows the major parts of the Tridion system and how they fit together to produce a page Note It may be helpful to print out this page for reference Schemas define the structure of content and determine the type of content that authors can create For example a Schema called Press Release could define the following fields Components are text or multimedia content based on Headline Schemas In the Content Date Manager Explorer Components are often displayed as forms that Summary content authors can fill in lt Body Title Pizza Subtitle Quattro F Text Try our most Image pizza jpg Author Mario Date 04 04 04 Components based on this Schema share the structure defined by the Schema Schema Name Food Field TypeMand title text subtitldext N body richtext Y image image N author text N date date Y Component Templates display the contents of a Component using scripting and HTML formatting 16 Try our most delicious Component m pizza with four cheese Page Templates determine which Component Presentations a Page displays and determines the overall layout of the Page Also a Page Template often determines the branding the look and feel of the Page Page Template Branding navigation Pages comb
14. For OET me ce g Tridion CMS Implementation ivi kpesereewnoLoc ZI css CET Common Certers Documents CET Common in ro ore m ow wn Seer rte nu vw Un La Un Le oF we Cet Commer Java Tap Components CET Common Ste Terciste Compenerts CET Commer Test Components to delete CET Common aAA magas CET Commer imported OT Common 3 Cortert Zlaczah cider CET Commer D Derek fich Text Component CET Base 3 Demz home page tres CET Commen Wah ih 16 Click the Preview button The component presentation created on the fly by Tridion is displayed beneath the pull down menu Comments This is the combination of the selected component raw content and the selected component template formatting 109 CMS User Manual For OET a XFAND Tridion CMS Implementation lt n ENTERPRISETECHNOLOGY a Webgage Lang ing Socks Q Hows Schemas C Cum ens Java Tap Components Ste Temciata Compcnerts Test Comgonents to delete mages imported 3 Certert Clacahcizer D Derek Sich Text Component 3 Demz home page tres CET Common CET Common DET Commer X P CET Common OET Commer CET Commen CET Commer CET Common CET Comman CET esse one wh p me CET Comman omen Tarekste B Left Navigation Comporert Temple wi Toggle mer disci Search View 17 Click the Insert button The message 1 Component Presentation
15. OET Tridion implementation the role of the page template is to simply organize the content As of this document s publication three page templates have been created o Content Without Left Nav Page Template o Content With Left Nav Page Template and o Two Column Content With Left Nav Page Template 7 Select Dublin Core Metadata Schema from the Metadata Schema pull down menu Dublin Core Metadata Schema is displayed in the pull down menu and several new fields pertaining to the page s metadata are displayed 87 A CMS User Manual For OET me me oF XPM Tridion CMS Implementation ENTERPRISETECHNOLOGY b eom ronmarionm Comments The Metadata schema has nothing to do with the Tridion schemas used in the creation of components Metadata is information about information or in this case information about web page Web page metadata is used by programs on the Internet to better classify web pages Generally metadata is hidden from users A metadata schema is optional If you don t want a schema simply leave it as none Only the following five fields are required and three of them are already filled out o Title o Shortdescription o Keywords from controlled vocabulary pre selected from a drop down list o OET as default can be changed filled out o Use ISO 639 2 format filled out 88 CMS User Manual For OET a XPAND Tridion CMS
16. Room 7 News Room amp News Room 9 News Room 10 Right Column Lorem ipsum dolor sit amet Lorem ipaum dolar st amet consectetur adipiscing elit Phasellus consectetur adipiscing elit laoreet luctus est et lacinia Etiam instique sapien eu faks tristique Phasellis laoreet luctus esr unges Nam dignissim blandit vamus Maecenas accumsan dolor ey eriscinia Etiam tristique sam cursus tincidunt Proin volutpat arcu id uma ultrices id wiptate sapien eu felis tristique nux convallis Fusce ut nula ipsum Maecenas vivera nibh vitae lea ulricies Nam danissim rutrum vehicula eget st amet massa Nuta pretium incdunt nibh vel blandit varius Maecenas pharetra Curabitur enim lorem bibendum in vulputate gas placerat Vel accumsan dotor eu sem naque hrs nibh lacreet eget grawda sed eleifend ut odio Dus Cursus tradunt Narn molestie aki eu ipsum ulricies ut mats teks vehicula Nulam ut utnces justo Pron venenatis negue af ancidunt vestibulum neque du alquam sapien a elementum justo turpis e massa Aenean vel leo sem Nam egestas condimentum mauris at dignissim Nam consequat lectus sed purus grade suscipit Aliquam dignissim tellus eget 114 conre CMS User Manual For OET me omean 3 XDAAD Tridion CMS Implementation ENTERPRISETECHNOLOGY A marion 13 How to Edit a Page User Roles Editors and Approvers The fields displayed when editing a page are the same as those found when creating a new page However when editing
17. Search View 20 Click the Insert button again to add the The message 2 Component Presentations second component presentation added to the page is displayed to the left of the Insert button 21 After you have finished adding component presentations click the Close button The New Page dialog window is re displayed showing the two component presentations 96 ponarion CMS User Manual For OET Tridion CMS Implementation ENTERPRISETECHNOLOGY a NEW PAGE NAME HERE tcm 103 3750 64 Windows Internet Explorer P NOET Public Website Root NEW PAGE NAME HERE dak LESE 1 lea ws EE Component Presentations ANANA ANGGA Component I Left Navigation Welcome Insert Template D Left Navigation Com Main Richtext Co Component Presentation Tai Component Welcome La Component Template 3 Maine Richtext Content Componer rl Le Preview of Trusted sites amp 100 22 Highlight click one of the component A preview of just the component presentation presentations and click the Preview is displayed below the preview button button in the right side of the page Comments To preview the entire page click the Preview button Ce in the toolbar at the top of the window 23 If you wish to change the top to bottom The component presentations are in the order of the component presentations as they appear on th
18. Temba Boer header n on Co parerz GET Common ali d cuk niama a indus II GET Comman yr a Tnd r Tarere om parent SET Cemmsn 2 Right click the page and select Start Tridion moves the page from Assignment list Activity from the menu to Work list 3 In the Left Pane navigate to Work list A working window containing the selected and double click the page page is displayed Comments 132 ronarion CMS User Manual For OET Tridion CMS Implementation LT ENTERPRISETECHNOLOGY N N You may also right click the page and select Open This is the same as double clicking the page In these cases after you finish working on the item the system will automatically check the item back in You may also right click the item and select Versioning gt Check out to explicitly check out the item Now it will remain checked out until you manually check it back in or save close the item Regardless of the method used to open the item the page is now locked and cannot be worked on by other users Click the Preview Le button A Preview window showing the page is displayed Review the page and then close the window The window is closed and the working area is displayed If the page is OK right click the page and select Finish Activity from the menu The Finish Activity dialog window is displayed Select Process Complete Tridion removes the page from the Approver s Work list and app
19. a Publication represents all of the Building Blocks that you use to create a Website However some Publications are master Publications upon which other Publications are based For example the OET public website is based on the OET Common Publication Schema A schema defines the fields and field types for particular types of content To ensure consistency Tridion content components are based on schemas Site template A Site Template is a collection of common page elements such as the header footer and navigation items A single Site Template defines the look and feel and standard behavior that content authors want for all of the pages or a group of pages of a site Site templates should be applied to all pages in Tridion to maintain a consistent layout throughout the site Stage Delivery Server The Stage Delivery Server is a Tridion staging environment that enables users to preview content A CMS User Manual For OET XDAAD Tridion CMS Implementation ENTERPRISETECHNOLOGY N Wn Term Definition Structure Group A Structure Group in Tridion is equivalent to a Folder in the actual website Content Authors use Structure Groups to organize manage and provide a URL structure for Pages System A CMS user whose primary responsibility is the maintenance of the Administrator Tridion system including establishing roles and permissions Taxonomy Taxonomy is a classification or ca
20. added to the page is displayed to the left of the Insert button Comments You will now add another component presentation for the main column 1 Component Presentation added to the Page 18 Click the desired component Dior the main column The component is highlighted Comments Inthe example below we selected the Welcome component 19 Select Main Richtext Component Template from the Component Template pull down menu The component template is highlighted 110 eon ronarion CMS User Manual For OET me me ge 9 Tridion CMS Implementation ENTERPRISETECHNOLOGY A Test Components ta mage mpzrted P Content Ftscencide y Laft Navigetizn Sight mde Correre Jave Tag Compsnarts Ste Temolste Compoeeres 3 Defaut Goch Text Compcrart D Demo home pape tras Search View 20 Click the Insert button again to add the The message 2 Component Presentations second component presentation added to the page is displayed to the left of the Insert button Comments Because this page template consists of three columns you will now a third component presentation for the right column al Click the desired component Dior the The component is highlighted right column Comments Inthe example below we selected Right Side Content 22 Select Right Richtext Component The component template is highlighted Templat
21. enables you to easily see the differences between two versions Differences between versions are highlighted in blue You may also click the Compare button El in the Toolbar Mate Peer E Cresson Charm Can crane Cae Updaimd edsted conronArion XAM CMS User Manual For OET nee OME gs Tridion CMS Implementation ENTERPRISETECHNOLOGY A The Compare window is below http river vm02 oet state mn us Views ASP CompareF rameset asp Systemldentifier tcm03236555254 Wind DEAR Differences between AVEC IUSR A v and Welcome 4 0 hd BABING Title RichText test test2 Component Welcome based on Schema Rich Text Content Schema Component Fields Welcome Welcome Lorem ipsum dolor sit amet consectetur adipiscing elit Phasellus laoreet luctus est et lacinia Etiam tristique sapien eu felis tristique ultricies Nam dignissim blandit varius Maecenas accumsan dolor eu sem cursus tincidunt Proin volutpat arcu id urna ultrices id vulputate nunc convallis Fusce ut nulla ipsum Maecenas viverra nibh vitae leo rutrum vehicula eget sit amet massa Nulla pretium tincidunt nibh vel pharetra Curabitur enim lorem bibendum in vulputate quis placerat vel neque In nisi nibh laoreet eget gravida sed eleifend ut odio Duis tincidunt feugiat porta SOME NEW STUFF Nam molestie elit eu ipsum ultricies ut mattis felis vehicula Nullam ut ultrices justo Proin venenati
22. o Undo Check out iy checks in the page after which you can no longer make changes although the window remains open o History list shows a list of the versions of the page o Publish m enables Editors and Approvers to publish pages This will be discussed in detail later in this document o Unpublish a enables Editors and Approvers to unpublish pages This will be discussed in detail later in this document Note In the OET implementation Editors can publish pages to just the stage delivery server and Approvers can publish pages to both the stage delivery server and the live server o Show Where Used C4 Shows the publications in which the page is used where the page is published and a graphical BluePrint Hierarchy o Preview shows a preview of the page o Compare dn shows differences between two different versions of the page 116 CMS User Manual For OET a XFAND Tridion CMS Implementation ee cvigePascrecunotooy gN nh OET Comqilloo Content With Left Nav Page ae ee 2 Content With Left Nav Page tcm 102 3742 64 Windows Internet Explorer I pu lea wv General Component Presentations Page Preview Workflow Info Name Content With Left Nav Pagel File name ContentWithLeftNavPage lisp D Inherit from parent Page Template s Content With Left Nav Page Template xl Metadata Schema fae Page Metadata Schema x
23. of content is identified in the CMS in a unique way in regard to its age or state of development Only the current most recent version of any content can be published However a copy of an older version may be restored made current Unlike externally archived content versioned content is accessible to non administrative users of the Tridion CMS CMS User Manual For OET A XDAAD Tridion CMS Implementation ENTERPRISETECHNOLOGY N conronArion Term Definition Workflow A Workflow defines a flow of activities that bring a task to completion Activities are assigned to users and when a user completes an activity the Content Manager automatically assigns the next activity until the task is complete Workflow processes may be associated with Components Pages and Templates 1 6 References 1 Functional Requirements Specification v2 March 12 XPAND Corporation 2 System Design Document v2 March 29 XPAND Corporation 3 Tridion s Managing a Website PowerPoint Presentation 4 SDL Tridion 2009 SP1 User Manual 10 conronArion l CMS User Manual For OET me omer ar z5 NPAND Tridion CMS Implementation ENTERPRISETECHNOLOGY N 2 Settings The browser based Content Manager Explorer is the main Tridion interface for content developers You must use Internet Explorer 6 7 or 8 to access the Content Manager Explorer You must configure both IE and the Content Manager Explorer
24. outside of Internet Explorer v Enable page transitions 159 CMS User Manual For OET XPAND Tridion CMS Implementation ENTERPRISETECHNOLOGY CN Internet Options Enable page transitions D Enable personalized Favorites menu Enable third party browser extensions Enable visual styles on buttons and controls in webpages D Enable websites to use the search pane O Force offscreen compositing even under Terminal Server D Notify when downloads complete a Reuse windows for launching shortcuts when tabbed bros M Show friendly HTTP error messages D Underline links 9 Always Q Hover Q Never Use inline AutoComp 160 CMS User Manual For OET me ome oF XPAND Tridion CMS Implementation ENTERPRISETECHNOLOGY CN Internet Options O Use inline Autocomplete D Use most recent order when switching tabs with Ctrl Tab v Use Passive FTP for firewall and DSL modem compatibility v Use smooth scrolling HTTP 1 1 settings 7 use HTTP 1 1 v Use HTTP 1 1 through proxy connections International O Always show encoded addresses Send IDN server names O Send IDN server names for Intranet addresses v Send UTF 8 URLs M Show Information Bar for encoded addresses E use UTF 8 for mailto links 161 CMS User Manual For OET me Dre OF XPAND Tridion CMS Implementation ENTERPRISETECHNOLOGY CN Internet Options D Use UTF 8 for mailto links J
25. publications in which the component is used where the component is published and a graphical 67 conronArIon CMS User Manual For OET me ONCE SF XPM Tridion CMS Implementation cvigsPescrecunotooy gN N BluePrint Hierarchy o Preview A shows a preview of the component o Compare Ce Shows differences between two different versions of the component Welcome tcm 102 3673 Windows Internet Explorer Ep 4 NOET Common Building BlocksNComponents Welcome ame LESE Jt eae wis General EEE OST Name Welcome Schema Title Welcome RichText Welcome Lorem ipsum dolor sit amet consectetur adipiscing elit Phasellus laoreet luctus est et lacinia Etiam tristique sapien eu felis tristique ultricies Nam dignissim blandit varius Maecenas accumsan dolor eu sem cursus tincidunt Proin volutpat arcu id urna ultrices id vulputate nunc convallis Fusce ut nulla ipsum Maecenas viverra nibh vitae leo rutrum vehicula eget sit amet massa Nulla pretium tincidunt nibh vel pharetra Curabitur enim lorem bibendum in vulputate quis placerat vel neque In nisi nibh laoreet eget gravida sed eleifend ut odio Duis tincidunt feugiat porta Nam molestie elit eu ipsum ultricies ut mattis felis vehicula Nullam ut ultrices justo Proin venenatis neque at tincidunt vestibulum neque dui aliquam sapien a elementum justo turpis a massa Aenean vel leo sem Nam egestas condiment
26. structure group A Right click menu is displayed 129 Of vnm OTA conronArIon P CMS User Manual For OET me pme gs a XDAAD Tridion CMS Implementation ie asencmorosr gN N ia Explore sBhe nr ng TPubighing k Y Hra F E stienis a Conbart Wih Let Mav Page Fega DET Comman F Ginen wiht Left May Page Page GET Comman REA PAGE NAME HERE Page 2 Tao Column Content vith Det Hira Pape Page CET Comman al ciainuk Cmm DET aum 3 Select Properties from the menu The Edit Structure Group dialog window is displayed and the content fields display the existing content gt Root tcm 101 629 4 Windows Internet Explorer E OLD Base Root dak ea General an AA ai BU Name Directory location Directory Publishable Page Template s Default Page Template 7 Cl Inherit from parent _ Metadata Schema none Trusted sites A 100 of Trusted amp 100 4 Click the Workflow tab The Workflow tab is displayed Comments The Associated Page Process pull down menu contains the two existing OET workflows 5 Select Page Process from the pull down Page Process is selected 130 CMS User Manual For OET me DCE gr AXDAAD Tridion CMS Implementation ie esencmorosr gN eonranarion menu gt Root tcm 101 629 4 Windows Internet Explorer E OLD Base Root ETE Workflo
27. the three page templates already created you select 24 conronArion lt CMS User Manual For OET me omet ge Wee XPAND Tridion CMS Implementation ENTERPRISE TECHNOLOGY N e Schema for the component already created e Component content that you create in the yellow components folders e Component template already created you select e Component Presentation created on the fly by Tridion when the page is displayed As you can see much of the background work has already been completed by the Template Designers Developers and the System Administrator Keep in mind that you can reuse existing component templates and components whether created by you or other Authors 25 conronArion CMS User Manual For OET me omet ge Ei AXDAAD Tridion CMS Implementation ENTERPRISETECHNOLOGY C x 4 User Interfaces The Tridion Content Manager allows users to create content and layout items separately and then to combine these items to create publishable web pages As a result OET personnel can do what they do best For example Template Designers can design the look and feel of the pages and Content Authors and Editors can create content pages and determine where when the content is published The Content Manager offers two user interfaces e Content Manager Explorer and e SiteEdit Content Manager Explorer is the main Tridion interface and will be focus of this document 26
28. wildcard e By default searches are not case sensitive e You may use the following operators examples follows the operators o AND car AND park returns items containing both the words car and park in any order and with any words in between o OR car OR park returns items containing the words car or park NOT car NOT park returns items containing the word car but not park o CASE case PaRk returns items containing the word park with a capital P and a capital R e To search for an exact string of text put the text in quotes For example searching for Main Page would return an item named Main Page but not Main Products Page e Since the General search is largely self explanatory the following procedure will cover the Advanced Search 122 CMS User Manual For OET XDAAD Tridion CMS Implementation cvigsPaserecunotooy gN N Senreanarian Step Action Result Comments Navigate to the folder or structure group in which you want to perform the search The folder structure group is highlighted 2 Either The Search view is displayed in place of the Click on the Search button at the Left Pane bottom of the Left Pane a Content Management gt E mail Management Web Site Management A Search View System Administration AN My Tasks Click on the Search button Pin the Toolbar 3 Using the Browse to button gt n
29. 0 Schedule publish phases separately Note All selected dates and times are Content Manager server dates and times 137 _ CMS User Manual For OET mie ome ot i APAN Tridion CMS Implementation ENTERPRISE TECHNOLOGY A N conronArion Publish settings MEME Te Publish content now Publish content later Phase 1 Generate publishable content Generate publishable content now Generate publishable content later Phase 2 Place content online Place content online immediately after Phase 1 Q Place content online later Note All selected dates and times are Content Manager server dates and times 4 Click the target server The server is selected and the See items to publish and OK buttons are activated 7A Publish Webpage Dialog Choose one or more Target Types to Publish settings MOMIE ETES publish to 9 Publish content now Publish content later Schedule publish phases separately Note All selected dates and times are Content Manager server dates and times 5 Click the See items to publish button An Items to publish window containing a list of all the files associated with this page is displayed Comments 138 CMS User Manual For OET Tridion CMS Implementation conronArion ENTERPRISETECHNOLOGY CN e items to publish Webpage Dialog 2 items to be published Live Live Content Withou
30. CMS User Manual for Office of Enterprise Technology Tridion CMS Implementation Nr k esereemorosy 24 Prepared by conronArTIon XPAND Corporation 1941 Roland Clarke Place Reston Virginia 20191 Date June 25 2010 conronArion CMS User Manual For OET Tridion CMS Implementation ENTERPRISETECHNOLOGY CN Document Revision History Date Version Description Created Updated by 05 20 2010 1 0 Initial Version XPAND 06 25 2010 2 0 Tridion 2009 Version XPAND conronArion CMS User Manual For OET me omet ge Ei AXDAAD Tridion CMS Implementation ENTERPRISETECHNOLOGY C x Table of Contents T Introduction aaa agak a Na Na anga er aridan er Never mre nM 5 1 1 PUD OSC na aan eka aan naa ea nan a a san ad aa aa daana ep ea Jajak e kag ka aa aa a aa tte one 5 1 2 Project SOONG sisan aaa aaa gge NGNE AENG NGNE ANNA E E A E A TE BAN GG AE E EDA Ka ENEK GAGE 5 13 STAGE PASTS ai aan ninne 5 1 4 Assumptions and Dependencies 6 15 Termsand Definitions rnit eaten dnce ba nhu Fin ERE RR Cx ER du ERI ERN K Du EE EH pen Na nenene 7 RSS do a na a D NIRE 10 2 TS NING Sasa aaa a a Pe aa aaa EM HEU 11 2 1 Internet Explorer Settings ee 11 2 2 Tridion Content Manager Explorer Settings aaaaaaaaaaea aana a aana anana eaaa anana ae eee 13 2 3 Recommended System Display Properties
31. Categories contain keywords for fixed lists and drop down menus Component In Tridion content is saved as a Component Each Component is based on a schema To create a Component a Content Author selects a Schema and enters content into the predefined schema fields Component Component Templates display the contents of a Component using Template scripting and HTML formatting It is not the actual content but defines how the content appears to the end user Component A Component Presentation is what the user sees and is the end result of a Component content being combined with a Component Template formatting Component Presentations don t exist as actual items within Tridion Instead they are created on the fly by Tridion when the page is displayed Content Author A CMS user whose primary responsibility is to add initial content to the CMS content repository Content Editor A CMS user whose primary responsibility is to modify content in the CMS content repository Editors may also add new content Content Approver A CMS user whose primary responsibility is to publish or authorize for Publication current versions of content in the CMS content repository Approvers may also add or modify content Content Manager The Content Manager is the CMS interface Importantly it allows you to create content and layout items separately and then to combine these items to create publishable Pages As a
32. Column Content With Left Nav Page Page OET Common 6 15 2010 11 41 55 AM default Page OET Base 6 15 2010 11 39 33 AM As with Microsoft Windows you can sort the listed items by clicking on a header Furthermore you can filter the items by clicking on a down arrow and selecting filter criteria 38 conronArion CMS User Manual For OET memanas T AXDAAD Tridion CMS Implementation ENTERPRISETECHNOILOGY a N 4 1 8 Right click Menu When you right click items in the Working Area a Right click menu is displayed The contents of the menu vary depending upon the item you clicked fe Explore 1 BluePrinting gt a Folder y Virtual Folder Schema era S ES Component Template Component T Multimedia Component Sx 7 Search fel Page Template Le Properties D eS Where Used 4 1 9 Other Content Manager Explorer Functions The Content Manager Explorer also provides e Content versioning e The ability to check out and check in items and e Blueprinting Content Versioning Every time you save changes to a component or a page Tridion creates a new version of that item As a result you can track and compare versions of items using the Version History List which lists all the versions of a selected item including the current version http river vm02 oet state mn us Views Asp ListHistoryFrameset asp URI tcm 103 3673 amp Systemlden Windo DER Version Comment M
33. Component Presentations tab enables you to select The components content and The accompanying component templates formatting for the component that you want to include on the page The Info tab shows technical information for the page Name File name Page Template Verault Page lempiate v Inherit from parent SDL Tridion 2009 Metadata Schema none sf Trusted sites 101 TA CMS User Manual For OET mie qe gr NDAND Tridion CMS Implementation ENTERPRISETECHNOLOGY q N conronArion 3 In the Name field enter the name of the page Comments You may use spaces This text determines the name of the page within the Tridion system 4 In the File name field enter the file name of the page Comments You must enter a valid file name do not include spaces or special characters This text determines how the page will be o Referenced within page links and o Displayed within a web browser s URL 5 Uncheck the Inherit from parent checkbox The previously grayed out Page Template pull down menu is activated 6 Select Two Column Content With Left Nav Page Template from the Page Template pull down menu Two Column Content With Left Nav Page Template is displayed in the pull down menu The extension to the right of the File name field changes to jsp Comments Within the OET Tridion im
34. ECHNOLOGY N T XPAND Tridion CMS Implementation b conronAriIon your page 10 Your work is saved Click the Save button i to save your work and continue working on this page Comments The Save button is the left most button in the Save button set At this point you have created just the framework for a new page Now you must fill it in with content that is add components and corresponding component templates In fact if you click the Preview button you will see nothing but a blank screen Click the Component Presentations tab A blank page with a Component column header and a Template column header is displayed 90 CMS User Manual For OET Tridion CMS Implementation conronArIon XAM ie asencmorosr gN NEW PAGE NAME HERE New 2 64 Windows Internet Explorer BEAR PF OET Public Website Root NEW PAGE NAME HERE tel Ge eA Component Presentations hg ae G e SDL Tridion 2009 sf Trusted sites amp 1095 12 Click the Insert button The Webpage Dialog window is displayed Comments This page enables you to add an existing component and a corresponding component template 91 onarion CMS User Manual For OET Tridion CMS Implementation ENTERPRISETECHNOLOGY a Webgage Vieng P New Mubrmaeda Companert ti body becgoound Template from the Component Template pul
35. Header Nav Schema F2 MainLink Tile Url LinkDescription SubLink Title L Url L EX LinkDescription u L ChildLink Title Url r LinkDescription Hi 4 Fill out the fields for the new CSS Comments Cascading Style Sheet component Typically template developers use this shown below schema to create CSS components for the site template Therefore you won t regularly be using this schema The Content field must contain CSS code 62 CMS User Manual For OET me omer ot AXDAAD Tridion CMS Implementation ie esencmorosr ZI Schema CSS Schema ka Content 4 Fill out the fields for the new JS Comments JavaScript component shown below Typically template developers use this schema to create JavaScript components for the site template Therefore you won t regularly be using this schema The Content field must contain JavaScript code 63 CMS User Manual For OET a XD Tridion CMS Implementation cvigePaserecunotogy ZI Schema JS Schema Content 4 Fill out the fields for the new Footer component shown below Comments This schema is used to create the footer component for the site template You can edit the footer text in this component You can add additional links by clicking the Insert button at the bottom left 64 CMS User M
36. Implementation ih hi ns ENTERPRISETECHNOLOGY A 2 NEW PAGE NAME HERE tcm 103 3750 64 i PB OET Public Website Root NEW PAGE NAME HERE Windows Internet Explorer E u lea ws General festum dan Tan Aa AAE GLS Name NEW PAGE NAME HERE File name NEWFILENAMEHERE sp Page Template Cl Inherit from paren C s EE Na Tage e pie Content With Left Nav Page Template Metadata Schema Pig Dublin Core Metadata Schema Title r Short description Keywords from controlled vocabulary policies Keywords to be added at will Creation date system supplied D Select date VA Trusted sites 8 Enter a page title in the Title field and enter some descriptive text in the Short description field Comments The Title text becomes the text you see in the blue bar found at the very top of a web browser If you are familiar with HTML the Short description text becomes text in the lt meta name Description gt tag 9 From the Keywords from controlled vocabulary pull down menu select an existing keyword set for the page you are creating Comments Currently three keyword sets exist Policies Standards and Services Contact the OET Communications Group to determine the appropriate selection for 89 CMS User Manual For OET g ENTERPRISE T
37. Insert button at the bottom left 57 CMS User Manual For OET kas ENTERPRISETECHNOLOGY N XPAND Tridion CMS Implementation b conronArTIon Schema Left Nav Schema Ra NavLink Title Url EAE LinkDescription Click to Add Additional Links Rich Text Schema Selected 4 Fill out the fields for the new Rich Text component shown below Comments Much of your work will be done in the Rich Text component The Design tab is your primary work interface When you a click within the white space a set of Microsoft Word like controls will appear enabling you to easily add content IMPORTANT When using this interface clicking the Enter key creates a new paragraph To just go to a new line within the paragraph click Shift Enter The Source tab shows the corresponding HTML that is generated by Tridion This Source tab is different from the Source tab at the top of the page which shows Tridion generated XML The Preview tab enables you to see what 58 CMS User Manual For OET me omer ge XAM Tridion CMS Implementation cvigePascrecunotooy gN the content will look like on the site Schema Default Rich Text Schema Text 4 Fill out the fields for the new Plain Text Comments component shown below This is similar to the Rich Text component except you don t have access
38. KE AERE 43 5 1 All Roles Authors Editors and Approvers Functions 43 5 2 Content Author Functions P L 44 53 Content Editor FUNGIONS sasaka barak iga baa en monte ann nue 44 5 4 Content Approver Functions ass aa eaaa eaaa eaaa eaaa eaaa eaaa eaaa eaaa aaa aaa aaa aaa aaa eaaa eaaa area 45 OMS PRESE Er 46 6 1 Workflows and OET Personnel ee 46 6 2 Overview of OET Tridion Delivery Servers 46 6 3 Existing OET Workflows eaaa M MM 48 6 4 OET Workflows and My TSORGS st piri dede EE Utd nn suse 50 7 Howto View Your Assigned Tasks and Work on an Item 52 8 How to Create a ComponBIILss enira siena piri poni ne pA pesa pkEI Xue ERA ana ro ne pd ga isa KE E a AER 54 9 How to Edit a Component sise 66 10 How to Create a Content Without Left Nav Page ssssssem 70 11 How to Create a Content With Left Nav Page c ceccceeeeeeeeeeeneeeeeeeeeeteeessnaeeeeeeees 84 12 How to Create a Two Column Content With Left Nav Page Page 99 13 How to EE duco MEER m T T 115 14 How to Retrieve a Version of a Component or Page 118 15 How to Perform a Search se 122 16 How to Assign a Workflow to Components 126 17 How to Assign a Workflow to Pages eene pe ae tpeseern tetra err aen d Een Sn Rr coh rn EXE teet pus 129 18 How to Approve a Page
39. Key Result Home Select the first item in the list End Select the last item in the list Up arrow Select the previous item in the list Down arrow Select the next item in the list Page Up Scroll up one page select the first item Page Down Scroll down one page select the last item Enter Execute default action Escape Clear selection Shift Select a range of items Ctrl Add or remove an item from the selection Space Left mouse click Ctrl X Cut Ctrl C Copy 143 CMS User Manual For OET LS XDAAD Tridion CMS Implementation ENTERPRISETECHNOLOGY XN eom romAario Ctrl V Paste Delete Delete currently selected item s Toolbar Key Result Left arrow Select the previous button in the toolbar Right arrow Select the next button in the toolbar Enter or Space Execute default action Escape Clear selection Dialog Windows Options within popup or dialog Enter Esc Yes or No Yes No OK only OK OK Cancel only Cancel OK and Details OK OK Close only Close Close OK or Cancel OK Cancel OK Cancel Message text field Cursor is within text field Cancel OK Cancel Remove OK Cancel OK Cancel Browse OK Cancel OK Cancel drop down menus OK Cancel Publish Cancel Details Publish Cancel Preview only Preview Close Rebuild only Rebuild Close Continue Show Where Used Cancel Continue Cancel Open Go to Close Open if user se
40. T Tridion CMS Implementation ENTERPRISETECHNOLOGY Templates 180 Page Templates Pages Open Refresh Search Search based on a URI X X X X x x Preview X Advanced list filter X ww4 Eo Undo advanced list filter gt X lt Publications Folders Structure Groups Save Save and Close Save and New ef OS C Cut Copy Paste Delete Publish OOX Unpublish X X X X X X X X X X X Xx X X X X X ox x 142 conronArion CMS User Manual For OET Tridion CMS Implementation eA ENTERPRISETECHNOLOGY Appendix B Content Manager Explorer Keyboard Shortcuts Left Pane Key Result Up Move up one node Down Move down one node Left Close an expanded node or go to Parent node Right Expand a closed node or go to first Child in the node Home Go to the root of the tree view End Go to the last node in the tree Enter If you selected another node go to the selected node Page Up Go to the first node on the Page Page Down Go to the last node on the Page Backspace Go to the Parent Ctrl X Cuts the selected node Ctrl C Copies the selected node Ctrl V Pastes a copied or cut note Delete Deletes the selected node Working Area
41. a page some new tabs and functionality are introduced Step Action Result Comments 1 In the Left Pane navigate to The Root structure group is highlighted and OET Public Website gt the contents of the structure group are Root displayed to the right E ADET Public Web noni O Put Queue Double click the page you wish to edit The Edit Page dialog window is displayed and the content fields display the existing content Comments You may also right click the page and select Open A lot goes on in this window and to facilitate readability the Comments will be continued in a single column below Comments continued from above As with the New Page window this window has General Component Presentation and Info tabs New tabs include Workflow and Statistics o The Workflow tab shows information pertaining to the workflow established for this item 115 eonranar CMS User Manual For OET lh YANM Tridion CMS Implementation ENTERPRISETECHNOLOGY N o The Statistics tab shows visitation information for this item Tridion provides several ways for you to modify the results including time frame and types of visitors In the top row several buttons that were grayed out when adding a new page are now available These include o Check in 9 checks in the page after which you can no longer make changes although the window remains open
42. a suscipit Aliquam dignissim tellus eget semper interdum leo leo volutpat massa in aliquam nisl velit sed nibh Nam aliquam interdum malesuada Aliquam quis est eget nisi vehicula ultrices Cras sit amet risus enim Sed vehicula eros sit amet elit semper in euismod sem viverra Aliquam vel quam eget arcu dignissim tempus eu ut magna 22 CMS User Manual For OET me OMe OF Tridion CMS Implementation ENTERPRISETECHNOLOGY a Content With Left Nav Page Template Toggle menu displa Newsroom Newsroom Newsroom Newsroom Newsroom Newsroom Newsroom Newsroom Newsroom Welcome Lorem ipsum dolor sit amet consectetur adipiscing elit Phasellus laoreet luctus est et lacinia Etiam tristique sapien eu felis tristique ultricies Nam dignissim blandit varius Maecenas accumsan dolor eu sem cursus tincidunt Proin volutpat arcu id urna ultrices id vulputate nunc convallis Fusce ut nulla ipsum Maecenas viverra nibh vitae leo rutrum vehicula eget sit amet massa Nulla pretium tincidunt nibh vel pharetra Curabitur enim lorem bibendum in vulputate quis placerat vel neque In nisi nibh laoreet eget gravida sed eleifend ut odio Duis tincidunt feugiat porta Two Column Content With Left Nav Page Template Toagle menu display Newsroom Newsroom Newsroom Newsroom Newsroom Newsroom Newsroom Newsroom Newsroom Lorem ipsum dolor sit amet Welcome consectetur adipiscing elit f ee dealt Phasellus laoreet luct
43. adunt Prom volutpat arcu id uma utnces id vulputate nunc convalks Fusce ut nufa ipsum Maecenas werra nibh vitae leo rutrum vehicula eget sit amet massa Mula pretium amp nadunt nibh vel pharetra Curabitur enim lorem bibendum in vulputate quis placerat vel neque In nisi ribh laoreet agat gravida sed eleifend ut odia Duis tincidunt feugat porta Nam molestie eft eu ipsum ultricies ut mattis fets verboda Nulam ut ulrices justo Proin venenatis neque at tincidunt vestibulum neque dui aliquam sapien a elementum justo turpis a massa Aenean vel leo sem Nam egestas condimentum mauris at dignissim Nam consequat lectus sed purus gravida suscipit Aliquam dignissim tellus eget semper interdum leo leo volutpat massa in albquam nisl velit sed nibh Nam aliquam interdum malesuada Aliquam quis est eget nisi vehicula utrices Cras St amet risus enim Sed vehicula eros sit amet elit semper in euismod sem viverra Aquam vel quam eget arcu dignissim tempus eu LE magna 83 conronArion CMS User Manual For OET me ONCE We a XAM Tridion CMS Implementation ENTERPRISETECHNOLOGY A 11 How to Create a Content With Left Nav Page User Roles Editors and Approvers The following graphic shows the format for this page without the surrounding site template Toggle menu display Welcome Newsroom CREE i Newsroom Lorem ipsum dolor sit amet consectetur adipiscing elit Phasellus laoreet luctus est et lacinia Etiam e Newsroom tristi
44. ages Both of these workflows pertain to publishing to the stage delivery server There are no workflows for publishing to the live server because this process involves only one person the Approver Under certain circumstances the Approver can simultaneously publish to both the live and stage delivery servers Component Workflow Authors Editors and Approvers are part of this workflow Automatic Component is Automatically Sent Back to Author Editor Rejects Component Automatic START Editor Approves Component Author Manually Editor Approves Process Complete Creates Edits Draft Reviews Draft Approves Approver Can Component Component Component Publish Component Approves A Rejects api ahi Component Reviews Component Automatic A Component is Automatically Sent Back to Editor 48 CMS User Manual For OET me Once oP XDAAD Tridion CMS Implementation ENTERPRISETECHNOLOGY Page Workflow Only Editors and Approvers are part of this workflow Automatic Page is Automatically Approver Sent Back to Editor Rejects Editors Group Automatic Approver Approves Editor Manually Approver Creates Edits Page Reviews Page Page Process Complete Approver Can Publish Page 49 CMS User Manual For OET me mcr g a AXDAAD Tridion CMS Implementation ie esencmorosr gN 6 4 OET Workflows and My Tasks Your interface t
45. am Geiss blandk varius Maecenas accumsan dolor eu sem cursus tincidut Proin volutpet arcu id uma ultrices id vulputate mnc comis Fusce w mils ipsum Maecenas viverra tibb vitae leo roren vet cula eget sit senet maisa Nulla pretium tincidunt nbh vel pharetra Curnbtir enim brem bibendum in vulputate quis pincerst vel neque n r si nibh lsoreet eget araida sed eleifend ut odo Duis tincidunt feugiat porta 17 Click the Insert button The message 1 Component Presentation added to the page is displayed to the left of the Insert button Comments You may add additional component presentations 1 Component Presentation added to the Page 18 After you have finished adding The New Page dialog window is re displayed component presentations click the Close showing the two component presentations button 81 CMS User Manual For OET me owe oo Tridion CMS Implementation ENTERPRISETECHNOLOGY a NEW PAGE NAME HERE New 2 64 Windows Internet Explorer PA OET Public Website Root NEW PAGE NAME HERE dak EEE Component Presentations EPs setae Gis I I Component Template Pr rare fins p p Component Presentation Target Groups gj welcome Mains Richtext Co Component Content Placeholder La Component Template 3 Plain Content Component Template rl m Preview SDL Tridion 2009 oJ Trusted sites 100 order of the com
46. anual For OET mt ome g XAN Tridion CMS Implementation ENTERPRISETECHNOLOGY 5 Click one of the save options at the top of Comments From left to right these are the window Save S d CI d be ke Save and New 65 con onarion CMS User Manual For OET Tridion CMS Implementation ENTERPRISETECHNOLOGY A 9 How to Edit a Component User Roles All The fields displayed when editing a component are the same as those found when creating a new component that uses the same schema However when editing a component some new tabs and functionality are introduced Because you will be using it extensively we will edit a rich text component in this lesson Step Action Result Comments 1 In the Left Pane navigate to OET Public Website gt Building Blocks gt Components F WET Public websre iil d BlucksComponenii The Components folder is highlighted and the contents of the folder are displayed to the right Comments Inthe From Publication column notice that many of the components are from the OET Common publication This is an example of blueprinting As of this documents publication the OET Public Website publication is based largely on the OET Common publication dec ne modi 2e 10 NND IT N Double click the component you wish to edit The Edit Component dialog window is displayed and the content fields display the existing cont
47. as actual items within Tridion Instead they are created on the fly by Tridion when the page is displayed 20 CMS User Manual For OET me Dee o a XPAND Tridion CMS Implementation cvigePascrecunotooy gN 3 3 4 OET Specific Templates 3 3 1 1 OET Site Template As of this document s publication the Tridion Template Designers have created the following site template for the OET public website MALAR TOUS PAN WERNA worm iar V r MU Office of Enterprise Technology D ox E Howe PROOUCTS S SERVICES IT LEADERS Her POLICIES STANDARDS Home Too evelpage Gecesd level page That levet page Fourm evel pape Placeholder for Page Templates AOL OE GAREERS COMINCT Uh EMFLOYEES S33 EDS SEMAR UPPOR wEMDOSS e All of the page templates fit within this template e This site template governs o The top section of the site starting at the Minnesota North Star bar through the bread crumb trail and o The footer of the site including the copyright information and the bottom buttons e For the OET implementation this single site template provides a static wrapper for all the pages 21 conronArion CMS User Manual For OET me pce oF AXAN Tridion CMS Implementation ENTERPRISETECHNOLOGY a N v 3 3 1 2 OET Page Templates As of this document s publication the Tridion Template Designers have created three page templates for the OET public website When a page is displayed to the public one
48. ate and Priority Select your name from the User pull Your name is displayed in the field down menu 10 Click the Show tasks button All of the items that you have published or are in the process of being published are displayed Comments You can select other criteria from the other pull down menus but you must re click the Show tasks button to see the results dec tme ann BH d gt ww arget n Path Stats a Correr wih Sage OLD QET Publi LOLS GET Publ Futish Success normei GANDI 213 RIVER yR 140 conronArion CMS User Manual For OET Tridion CMS Implementation wa ENTERPRISETECHNOLOGY Appendix A Content Manager Explorer Icons Icon Description Location Main Edit Navigation Bar Toolbar Window Pane Toolbars The User Preferences K xm Online X Documentation _ 1 1 1 About Tridion SDL X i Go to Parent My Tasks 5 Publish Queue X re Check in X Te Check out X Ei Undo Check out X A Version History List K EA Compare Versions X on Rollback to a K Previous Version la Localize a Shared K Blueprint item P Unlocalize a Local X Copy of a Blueprint item Q Where Used X E Schemas X 3 Components X ug Multimedia X Components General Icon are displayed using the icon for the multimedia type that they contain Component K 141 conronArion CMS User Manual For OE
49. ava Sun M Use JRE 1 6 0 06 for applet requires restart Jg Multimedia M Always use ClearType for HTML v Enable automatic image resizing M Play animations in webpages M Play sounds in webpages D Show image download placeholders M Show pictures M Smart image dithering Printing M Print background colors and images J Search from the Address bar 162 CMS User Manual For OET me Dre OF XPAND Tridion CMS Implementation ENTERPRISETECHNOLOGY CN Internet Options Print background colors and images P Search from the Address bar Do not search from the Address bar 9 Just display the results in the main window 4 Security D Allow active content from CDs to run on My Computer D Allow active content to run in files on My Computer D Allow software to run or install even if the signature is invc Check for publisher s certificate revocation D Check for server certificate revocation Check for signatures on downloaded programs D Do not save encrypted pages to disk D Empty Temporary Internet Files folder when browser is clc Enable Integrated Windows Authentication E Apply 163 CMS User Manual For OET me ome oF XPAND Tridion CMS Implementation ENTERPRISETECHNOLOGY CN Internet Options O v Enable Integrated Windows Authentication v Enable native XMLHTTP support Phishing Filter Disable Phishing Filter Turn off automatic website checking Turn on automatic website c
50. avigate The Search in field shows the area to be to the desired search area searched Comments This setting will still be in force if you perform an advanced search the advanced search does not show this field By default the Include subfolders checkbox is selected You can deselect this at any time 4 Click the Advanced tab The Advanced search form is displayed Comments This tab enables you to enter additional search criteria and further narrow the search results If you click a checkbox additional fields 123 CMS User Manual For OET ENTERPRISETECHNOLOGY A XPM Tridion CMS Implementation N conronArTIon are displayed that enable you to refine the search In addition to the Name field the Author and Type fields are quite useful Atany time you can return to the General tab and change the Search in and Include subfolders criteria When you return to the Advanced tab all the criteria you previously entered will still be displayed SEARCH VIEW Search for items with the following parameters EB Advanced Name D Case sensitive Description O Type Based on Schema Keyword Date modified O Author O State C Publish status J BluePrinting C workflow Number of items 100 J m 5 Click the Author checkbox and select Your name is displayed in the Author field your name from the pull down menu 6 Click the Type checkbox and
51. d OET Component Workflow Process Definition Both of these workflows pertain to publishing to the stage delivery server There are no workflows for publishing to the live server because this process involves only one person the Approver A schema defines the fields and field types for particular types of content To ensure consistency components are based on schemas When assigning a workflow to components you will assign the workflow to the schema upon which the components are based n fact all new components based on that schema will automatically be assigned to that workflow Step Action Result Comments 1 In the Left Pane navigate to The Basic Schemas folder is highlighted and OET Public Website gt the contents of the folder are displayed to the Building Blocks gt right Schemas gt Basic Schemas Comments These schemas form the basis of the current Tridion implementation boues Pen DEPT 15 2019 11 9948 AN Da hams dis we Y e 4 MEID 2 Double click the schema to which you The Edit Schema dialog window is displayed want to assign the workflow and the content fields display the existing 126 CMS User Manual For OET a XPAND Tridion CMS Implementation N conronArTIon ENTERPRISETECHNOLOGY a 71715 ee General Design Metadata Design Source Workflow Info content Comments If you see a message box stating Changes to this Schema will affect all
52. dd components and corresponding component templates In fact if you click the Preview button you will see nothing but a blank screen 11 Click the Component Presentations tab A blank page with a Component column header and a Template column header is displayed 76 CMS User Manual For OET Tridion CMS Implementation conronArIon XAM ie asencmorosr gN NEW PAGE NAME HERE New 2 64 Windows Internet Explorer BEAR PF OET Public Website Root NEW PAGE NAME HERE tel Ge eA Component Presentations hg ae G e SDL Tridion 2009 sf Trusted sites amp 1095 12 Click the Insert button The Webpage Dialog window is displayed Comments This page enables you to add an existing component and a corresponding component template TT ronarion CMS User Manual For OET Tridion CMS Implementation ENTERPRISETECHNOLOGY a Webgage Vieng P New Mubrmaeda Companert e body _beckp ound 13 In the navigation tree click the Components folder The contents of the Components folder is displayed 14 Click the desired component D The component is highlighted Comments Remember a component is just content with no formatting Inthe example below we selected the Welcome component 15 Select Main Richtekt Component Template from the Component Template pull down menu The comp
53. e course of this project The scope of this User Manual is limited to CMS users of Tridion 2009 1 3 Target Audience This document is intended for the following CMS users e Content Authors e Content Editors and e Content Approvers These CMS users will work e Within the Content Management environment to create and manage content and 5 conronArion CMS User Manual For OET me omet or XFAND Tridion CMS Implementation ENTERPRISETECHNOLOGY N e Within the Content Delivery environment to preview the website This document is not primarily intended for the following e Template Builders who design and manage templates e System Administrators or e Tridion technical personnel Of course these users may use this document as they see fit 1 4 Assumptions and Dependencies e Tridion Content Management Software and Content Delivery Components are installed and configured in their respective environments and are properly working e Tridion NET API is used for Template development and all the functionality required to implement is available through those APIs e Internet Explorer 6 IE6 IE7 or IE8 is used conronArion CMS User Manual For OET Tridion CMS Implementation FT ENTERPRISETECHNOLOGY N 1 5 Terms and Definitions Note It may be helpful to print out this page section for reference Presentation Term Definition CMS Content Management System Category
54. e from the Component Template pull down menu 111 ponarion CMS User Manual For OET mt DCE gr Tridion CMS Implementation ENTERPRISETECHNOLOGY a sogagr Listing Content Dccuments 35 Java Tag Componarts mages mported Ji Correre Piscehnoider Jg Demo home page tres y Laft Mavigstcn Ske Temolste Components Test Comporeris t3 deleta D Defaut Sich Text Camporart phon od ho gh dh M Un gh un gh or Click the Insert button again to add the 23 The message 3 Component Presentations third component presentation added to the page is displayed to the left of the Insert button 24 After you have finished adding The New Page dialog window is re displayed component presentations click the Close button showing the three component presentations 112 CMS User Manual For OET a XPAND Tridion CMS Implementation XN Cenranarian ENTERPRISETECHNOLOGY a NEW PAGE NAME HERE tcm 103 3750 64 Windows Internet Explorer i pu PB OET Public Website RootNEW PAGE NAME HERE dek re cm ee wis nel Component Presentations Eh AN a ait ap tlie Component Template I Left Navigation ux Left Navigation Com Component Presentation Bets Bu 2Main Richtext Co Wa NGEPANG NEH gt Righi 2 Bichtext Cc Le Component Component Template Right Side Content Lr 3 Right Richtext Content Compone rl Prev
55. e grayed out To view an icon s function mouse over the icon Below is a list of icons that may appear in the Toolbar Icon Description Go to Parent Schemas QS Components Component Templates Page Templates 80 Pages Open Refresh Search Preview Advanced list filter Undo advanced list filter Publication Folders Structure Groups Save Save and Close F RJED 8 eu Ve 8 io Save and New 37 CMS User Manual For OET me OE E AXDAAD Tridion CMS Implementation ENTERPRISETECHNOLOGY A Cut Copy L Paste X Delete 3 Publish A Unpublish Various self explanatory multimedia icons that indicate the media type are also used For a complete list of icons see Appendix A Content Manager Explorer Icons 4 1 7 Working Area The Working Area also known as the List View in other Tridion Publications contains the items found in a selected Folder or Structure Group e a Structure Group OET Common 6 15 2010 11 41 47 AM EP js Structure Group OET Common 6 15 2010 11 41 49 AM sitetemplates Structure Group OET Common 6 15 2010 11 41 50 AM Content With Left Nav Page Page OET Common 6 15 2010 11 41 52 AM 4 Content Without Left Nav Page Page OET Common 6 15 2010 11 41 53 AM g NEW PAGE NAME HERE Page 6 15 2010 11 43 43 AM Two
56. e page highlight click a component and then click the Move up button until the component is in the right place correct order Comments This is relevant only when 2 or more component presentations share a column in the page template 97 eon ronArion CMS User Manual For OET me once oP j Tridion CMS Implementation ENTERPRISETECHNOLOGY a 24 Click the Save button n to save your work and continue working on this pag e The page is saved Click the Preview button Ce in the toolbar at the top of the window Without Lett Nev Pape Windows The page as it appears on the site with the surrounding site template is displayed Corcert Wih Lah Mev Hage Office of Enterprise Technology IT LEADERS Ha OU Welcome 1 Dage maru Jaia Hows Room 1 News Room 2 News Room 3 News Room 4 News Room 5 News Room 6 News Room 7 News Room amp News Room 9 News Room 10 CIES amp STANDARDS Lorem ipsum dolor sit amat consectetur adipiscing elit Phasellus laoreet luctus est et lacinia Etiam tristique sapien eu felis tristique ingas Nam digarssm blandit vanus Maecenas accumsan dolor eu sem cursus tincidunt Proin volutpat arcu id uma utrices id wdiputate nunc comvalis Fusce ut nula ipsum Maecenas wverra nibh vitae leo rutrum vehicula eget st amet massa Mula pretium bnadunt nibh vel pharetra Curabitur enim lorem bibendum im vulputate quis placerat vel neque In nisi nibh laara
57. earch view is to click on the search button in the Toolbar discussed below This automatically displays the Search in the left pane 35 CMS User Manual For OET me ome g XDAAD Tridion CMS Implementation ie asencmorosr gN 4 1 5 My Tasks To display My Tasks click the My Tasks button in the Left Pane All of the items under My Tasks pertain to workflow zm amp All checked out items Assignment list be Work list 5 History list Content Management E mail Management Web Site Management Search View System Administration A My Tasks The My Tasks button in the collapsed menu looks like this E Workflow defines a flow of activities that bring a task to completion Activities are assigned to users and when a user completes an activity the Content Manager automatically assigns the next activity until the task is complete In the OET Tridion implementation workflow processes have been created for components and pages Workflow will be discussed in detail later in this document 36 conronArion CMS User Manual For OET me omet or CTN NPAND Tridion CMS Implementation ENTERPRISETECHNOLOGY A N k 4 1 6 Toolbar e Geel cee SE 00 Axe The Tridion Toolbar which appears directly above the Working Area contains many icons that change depending upon e Your security settings e The item selected in the Left Pane and e The item displayed in the Working Area Inactive icons ar
58. ect the Privacy tab and click the Advanced button Select the Override automatic cookie handling option Select the Always Allow Session Cookies option Click OK 7 Click OK in the Internet Options window If you still have trouble accessing Tridion Appendix C IE7 Security Settings contains a set of IE7 security settings that are known to work 12 CMS User Manual For OET mt me o j AXDAAD Tridion CMS Implementation ENTERPRISETECHNOLOGY a Pop up blocker If you are using a pop up blocker make sure your pop up blocker is disabled for the Content Manager Website that you are accessing Otherwise you will not be able to use the Content Manager 2 2 Tridion Content Manager Explorer Settings Note The following was taken from the SDL Tridion 2009 SP1 User Manual To change your user preferences 1 Click the User Preferences icon B in the Location bar The User Preferences dialog appears NGET Common 2 Onthe Language amp locale tab select your preferred language and regional settings e SDL Tridion 2009 User preferences Language amp locale Ne NE caters Specify language and regional preferences Preferred language English Interface language Regional settings English United States Date time and number display 13 CMS User Manual For OET me a a AA XPAND Tridion CMS Implementation ENTERPRISE TECHNOLOGY a N conronArTIon 3 On the Searc
59. eft to right these are Save Save and Close Save and New 69 5 CMS User Manual For OET me omeo XD Tridion CMS Implementation ik rsenomorosr ZM 10 How to Create a Content Without Left Nav Page User Roles Editors and Approvers The following graphic shows the format for this page without the surrounding site template Welcome Lorem ipsum dolor sit amet consectetur adipiscing elit Phasellus laoreet luctus est et lacinia Etiam tristique sapien eu felis tristique ultricies Nam dignissim blandit varius Maecenas accumsan dolor eu sem cursus tincidunt Proin volutpat arcu id urna ultrices id vulputate nunc convallis Fusce ut nulla ipsum Maecenas viverra nibh vitae leo rutrum vehicula eget sit amet massa Nulla pretium tincidunt nibh vel pharetra Curabitur enim lorem bibendum in vulputate quis placerat vel neque In nisi nibh laoreet eget gravida sed eleifend ut odio Duis tincidunt feugiat porta Nam molestie elit eu ipsum ultricies ut mattis felis vehicula Nullam ut ultrices justo Proin venenatis neque at tincidunt vestibulum neque dui aliquam sapien a elementum justo turpis a massa Aenean vel leo sem Nam egestas condimentum mauris at dignissim Nam consequat lectus sed purus gravida suscipit Aliquam dignissim tellus eget semper interdum leo leo volutpat massa in aliquam nisl velit sed nibh Nam aliquam interdum malesuada Aliquam quis est eget nisi vehicula ultrices Cras sit amet risus enim Sed vehicula
60. ema from the Metadata Schema pull down menu Dublin Core Metadata Schema is displayed in the pull down menu and several new fields pertaining to the page s metadata are displayed Comments The Metadata schema has nothing to do with the Tridion schemas used in the creation of components Metadata is information about information or in this case information about web page Web page metadata is used by programs on the Internet to better classify web pages Generally metadata is hidden from users A metadata schema is optional If you 74 X XPAND conronArIon CMS User Manual For OET Tridion CMS Implementation me pec OF ENTERPRISETECHN OLOGY TOf vmar a dak none 2 NEW PAGE NAME HERE New 2 64 Windows Internet Explorer P OET Public Website RootNEW PAGE NAME HERE General Component Presentations Page Preview Info Name File name Page Template NEW PAGE NAME HERE pem a NEW FILENAMEHES jsp C s Content Without Left Nav Page Template v D Inherit from paren Metadata Schema Dublin Core Metadata Schema ha Title Short description Keywords from controlled vocabulary policies Keywords to be added at will Creation date system supplied Select date Modified date system supplied SDL Tridi
61. emplate from the Component Template pull down menu 13 In the navigation tree click the The contents of the Components folder is Components folder displayed 14 Click the desired component Dior the The component is highlighted left column Comments Remember a component is just content with no formatting Inthe example below we selected the Left Navigation component 15 Select Left Navigation Component The component template is highlighted Comments The contents of this drop down vary according to the component you selected You will only see component templates that share a schema with the selected component Essentially the component template formatting must match the 107 conronArion CMS User Manual For OET Tridion CMS Implementation zas ENTERPRISETECHNOLOGY N component actual content As of this document s publication the following component templates for pages are available o Main Richtext Component Template o Right Richtext Component Template o Right featured links sidebar component template o Left Navigation Component Template In the OET implementation the template name Main Right etc indicates where the component will appear in the web page IMPORTANT You must select only component templates appropriate for the page template you selected when you first created the page 108 XAM conronArIon CMS User Manual
62. ent 66 eonranar CMS User Manual For OET me qe gr Tridion CMS Implementation ENTERPRISETECHNOLOGY N Comments You may also right click the component and select Open A lot goes on in this window and to facilitate readability the Comments will be continued in a single column below Comments continued from above You cannot change the schema of an existing component therefore the Schema field is grayed out As with the New Component window this window has Design Source and Info tabs New tabs include Workflow and Statistics O The Workflow tab shows information pertaining to the workflow established for this item The Statistics tab shows visitation information for this item Tridion provides several ways for you to modify the results including time frame and types of visitors In the top row several buttons that were grayed out when adding a new component are now available These include O Check in fe checks in the component after which you can no longer make changes although the window remains open Undo Check out t checks in the component after which you can no longer make changes although the window remains open History list shows a list of the versions of the component Publish a You will not publish components to either server Unpublish a You will not unpublish components to either server Show Where Used shows the page templates and
63. ent 42 l CMS User Manual For OET me omer ar z5 NPAND Tridion CMS Implementation ENTERPRISETECHNOLOGY N conronArion 5 OET User Roles and Functions Tridion roles vary tremendously depending upon the implementation and the following roles and functions are specific to the OET implementation For content development which is the focus of this document OET has defined three user roles e Content Author e Content Editor and e Content Approver 5 1 All Roles Authors Editors and Approvers Functions Authors Editors and Approvers can do the following e Create delete and edit your own content e Check out and thereby lock content and make it unavailable to other users e Locally preview the component or pages within the Tridion content management environment Authors Editors and Approvers cannot do the following e Create edit or delete templates of any kind site page or component or e Edit content when the content is checked out by another user 43 CMS User Manual For OET me rece or XFAND Tridion CMS Implementation ENTERPRISETECHNOLOGY N conronArion 5 2 Content Author Functions As an Author you can do the following e Submit content to an Editor and e Update content returned to you by an Editor after Editor s review As an Author you cannot do the following e Create edit and delete pages and e Publish content to either the stage delive
64. er Manual For OET g ENTERPRISE TECHNOLOGY N T XPAND Tridion CMS Implementation b conronAriIon your page 10 Your work is saved Click the Save button i to save your work and continue working on this page Comments The Save button is the left most button in the Save button set At this point you have created just the framework for a new page Now you must fill it in with content that is add components and corresponding component templates In fact if you click the Preview button you will see nothing but a blank screen Click the Component Presentations tab A blank page with a Component column header and a Template column header is displayed 105 CMS User Manual For OET Tridion CMS Implementation conronArIon XAM ie asencmorosr gN NEW PAGE NAME HERE New 2 64 Windows Internet Explorer BEAR PF OET Public Website Root NEW PAGE NAME HERE tel Ge eA Component Presentations hg ae G e SDL Tridion 2009 sf Trusted sites amp 1095 12 Click the Insert button The Webpage Dialog window is displayed Comments This page enables you to add an existing component and a corresponding component template 106 onarion CMS User Manual For OET Tridion CMS Implementation ENTERPRISETECHNOLOGY a Webgage Vieng P New Mubrmaeda Companert e body _beckp ound T
65. eros sit amet elit semper in euismod sem viverra Aliquam vel quam eget arcu dignissim tempus eu ut magna Remember e A page combines an existing page template existing components components are the raw content and existing component templates e During the course of creating a page you will select an existing component template for each component you want to add to your page In so doing you will create component presentations However component presentations don t exist as actual items within Tridion Instead they are created on the fly by Tridion when the page is displayed e Asan aside component templates which provide the formatting for a component are based on the same schemas upon which the components are based This makes sense when you think about it the formatting must match the actual content Step Action Result Comments 1 In the Left Pane navigate to The Root structure group is highlighted and OET Public Website gt the contents of the structure group are Root displayed to the right 70 CMS User Manual For OET Tridion CMS Implementation conronArion ENTERPRISETECHNOLOGY A E MET Pubic websitefoot LE Pub Queue Comments In the From Publication column notice that many of the components are from the OET Common publication This is an example of blueprinting As of this document s publication the OET Public Website publication is based largely
66. et eget gravida sed eleifend ut oda Duis tincidunt feugiat porta Narn molestie ett eu ipsum ultricies uf martis fes v hioue Nullam ut ultrices justo Proin venenatis teque at bnodunt vestibulum neque du al quam sapien elementum justo turpis a massa Aenean vel leo sem Nam egestas condimentum mauris at dignissim Nam consequat lectus sed purus gravida suscipit Aliquam dignissim telus eget semper interdum ieo leo volutpat massa in aquam nisl velit zednibh Nam alquam interdum malesuada Alquam qus est eget nisi vehicula utnces Cras sit amet risus entm Sed vehicula eras sit amet eit semper in eusmod sem wera Aliquam vel quam eget arcu dignissim tempus eu ut magna 98 eon ronArion CMS User Manual For OET Tridion CMS Implementation ENTERPRISETECHNOLOGY A 12 How to Create a Two Column Content With Left Nav Page Page User Roles Editors and Approvers The following graphic shows the format for this page without the surrounding site template Toggle menu display Welcome Lorem ipsum dolor sit amet consectetur adipiscing elit e Newsroom gt M Phasellus laoreet luctus est e Newsroom Lorem ipsum dolor sit amet consectetur adipiscing elit Phasellus et lacinia Etiam tristique Newsroom laoreet luctus est et lacinia Etiam tristique sapien eu felis tristique sapien eu felis tristique e Newsroom ultricies Nam dignissim blandit varius Maecenas accumsan dolor eu ultricies Nam dignissim News
67. formation may be lost Click the appropriate radio button and The History window is re displayed showing then click the OK button the retrieved item as being the current version Comments e Under the Comment column notice that the text reads Rollforward from version P n J i 4 e n p e Po tte river end sct state mm EL ci TRE HIE LEE LER 6cmn LOL 167385 ytelda Windev Intaeut pore VS OTS I i Cresco LSD LIANI AM Wodsted i zi BA Ligdatad Roli mard rem uemaen zo Er 121 conronArion CMS User Manual For OET me omo or XPAND Tridion CMS Implementation ENTERPRISETECHNOLOGY N 15 How to Perform a Search User Roles All Remember e The Left Pane shares space with the Tridion Search and to toggle between the two simply click on the Tree view and Search buttons fr e A useful shortcut is to click the graphical search button P in the Toolbar This automatically toggles to the Search view and loads the current folder structure group into the Search in field e The Tridion Search provides both a General and Advanced interface When performing a General search criteria entered in the Search for field searches against text in the Name column of the Working Area e You may use the following wildcards o Asterisk allows for any number of characters to replace the wildcard and o Question mark allows one character to replace the
68. h settings tab enter your preferences in the following fields The start location for the search view e The maximum number of search results returned from a query and The default startup view of the Content Manager e SDL Tridion 2009 User preferences Search settings Specify the start location for your search D Maximum search results 100 v Limit the number of results returned from a search query Select the default startup view Tree view x 4 Click OK 2 3 Recommended System Display Properties Note The following was taken from the SDL Tridion 2009 SP1 User Manual To optimize how your browser displays the Content Manager Explorer we recommend the following settings Screen resolution 1024x768 and Font size to small or 96 dpi 14 conronArion CMS User Manual For OET me omecr c AMAM Tridion CMS Implementation ENTERPRISETECHNOLOGY A N To set screen resolution and font size 1 On your desktop right click and select Properties The Display Properties window appears 2 Onthe Settings tab set your screen resolution to 1024x768 3 Click the Advanced button A window appears in which you can change the font size 4 On the General tab set your font size to small or 96 dpi 5 Click OK to return to the Display Properties window 6 Click OK to save changes 15 XAM conronArIon CMS User Manual For OET Tridion
69. he basis for the OET Public Website Publication 40 CMS User Manual For OET mt orice gr AXDAAD Tridion CMS Implementation ENTERPRISETECHNOLOGY a The OET System Administrator performs blueprinting 4 1 10 Where You Will Be Working in Content Manager Explorer The following graphic shows where you will be working within the Left Pane OET Public Website My Tasks CONTENT MANAGEMENT MY TASKS Content Management ai Custom Pages M ecked out items Assignment list E Work list 5 History list mf sitetemplates i Categories and Keywords Publishing Queue As stated previously your primary roles within the OET Tridion implementation will be e Creating and editing components actual content found in the yellow folders and e Creating editing and publishing pages found in the purple Structure Groups 41 CMS User Manual For OET me omot di Pe XFAND Tridion CMS Implementation ENTERPRISETECHNOLOGY A N conronArTIon 4 2 SiteEdit SiteEdit is a browser based user interface that enables users to view add and edit web page content directly on the stage delivery server For the OET Tridion implementation Only Editors and Approvers are allowed to use SiteEdit e SiteEdit is enabled for all pages and e SiteEdit can only used on the stage delivery server and not on the live server Content Manager Explorer is the preferred Tridion interface and will be focus of this docum
70. hecking O use SSL 2 0 7 use SSL 3 0 v use TLS 1 0 M Warn about certificate address mismatch D warn if changing between secure and not secure mode M warn if POST submittal is redirected to a zone that does n Apply 164
71. highlighted Versioning gt History Comments The Versioning menu is available in other locations within Tridion For example this menu is also available for items under My Tasks ao n ELA Open with WebDAV Folder REC ka g SOOPAA ET Folder d q BluePrinting gt Folder Wi Publishing gt Folder di JE Folder di m LL Folder Eh UE Compare di Folder di iH Copy Folder uy x Component D Component D tS where Used Component y E Component y E Component Welcome Component 3 Click History A History window is displayed showing all the versions for the item 118 CMS User Manual For OET a ADD Tridion CMS Implementation eee ENTERPRISETECHNOLOGY a Bija Fr ear sem ane state mn D veros Ji valore Ji viekame uran TIE End piton eet aap Wr io 167 285s2emlides Windows Im Explore Fate Mham aie temni Chane Car Comments When you retrieve an older item you will make it the current item and move it down the version list E maen FUNDMI LEONE AM ramas Ladies Ligdaiad Uc dsigd zi A Crank Car A inane d Mere herd acr Right click the item you want to retrieve Lairuah Whare ged 3 4 Milonem re HDI OE A menu is displayed containing Rollback and Compare options Comments If you aren t exactly sure which version you want to retrieve click the Compare option to display a new window that
72. iew of Trusted sites amp 100 25 Highlight click one of the component A preview of just the component presentation presentations and click the Preview is displayed below the preview button button in the right side of the page Comments To preview the entire page click the Preview button Ce in the toolbar at the top of the window 26 If you wish to change the top to bottom The component presentations are in the order of the component presentations as they appear on the page highlight click a component and then click the Move up button until the component is in the right place correct order Comments This is relevant only when 2 or more component presentations share a column in the page template 113 eon ronArion CMS User Manual For OET me omcr oP j Tridion CMS Implementation ENTERPRISETECHNOLOGY a 27 Click the Save button to save your work and continue working on this page The page is saved Click the Preview button Ce in the toolbar at the top of the window Without Lett Nav Page Windows ie The page as it appears on the site with the surrounding site template is displayed Tec Czlumn Cortare Wet Laf Mev Fuge Office of Enterprise Technology IT LEADERS Har POULICHES amp STANDARDS Welcome 1 nadunt feugiat porta Dage cru Jaia Hows Room 1 News Room 2 News Room 3 News Room 4 News Room 5 News Room 6 News
73. iii 132 19 How to Publish a Page to a Server ee 135 Appendix A Content Manager Explorer Icons 141 Appendix B Content Manager Explorer Keyboard Shortcuts eeeeeeeessssssssss 143 Appendix C IE7 Security SeftlnpjSsuusciialu nes esit is salu cours ieri is ali ut sip aana aM n te Ei abba uiv han 145 CMS User Manual For OET me omet or NPAND Tridion CMS Implementation ENTERPRISETECHNOLOGY N conronArion 1 Introduction 1 1 Purpose The purpose of this User Manual is to provide Content Management System CMS users with e A brief overview of the Tridion system and e Clear instructions on how to perform basic tasks This manual is specific to OET s Tridion CMS implementation For more in depth knowledge about Tridion see the SDL Tridion 2009 SP1 User Manual 1 2 Project Scope OET s implementation of a Tridion based CMS for its public website will replace an older operational CMS Broad Vision OET owns the Tridion tool and is responsible for all pertinent hardware and infrastructure support Tridion is a sophisticated state of the art CMS tool and staff from OET s Communication Department will need a firm understanding of the basic workings of Tridion to effectively and efficiently utilize its capabilities It is expected that there will be a general knowledge transfer regarding Tridion implementation and operational processes from XPAND to the Applications Development team during th
74. ine a Page Template and one or more Component Presentations navigation Branding navigation Try our most delicious pizza with four cheese types Mozzarella Cheddar Castello Blue and Edammer Component Presentation Pizza uattro ormaggi Branding navigation by Mano types Mozzarella Cheddar Castello Blue and Edammer by Mario Component Presentations combine a Component content with a Component Template design These Component Presentations are defined on a Page CMS User Manual For OET me mer oF a AXAN Tridion CMS Implementation ENTERPRISETECHNOLOGY a 3 2 Publications Folders Structure Groups and Categories Note It may be helpful to print out this page section for reference The following graphic provides a brief description of Publications Folders Structure Groups and Categories Publication 4 Contains Folders Structure Groups and Categories Folders di contain Tridion Building Blocks to organize data uploaded into Tridion v OET Public Website Building Blocks M Components M Schemas Structure Groups g contain Pages with embedded Building Blocks to publish to a target Categories and Keyfvords 3 Publishing Queue Categories B contain Keywords for fixed lists for example taxonomy Generally a Publication can be thought of as a website However one Publication can inherit
75. ks 35 Comeqoerts Java Tag Compansr s Schemas Ste Temolste Comporercs ni Temglsies Test Components te delata D Caregones md Keywortts mages mpertad JM Concert Piscehcider CET Common 3 Defaut Goch Text Compcert CET Sees gy Derma tome page tres CET Common P Lart navigation CET Commen Right Ede Cortere ae eo eo be mr eee i test attached fie omen Tamclate Search view 16 Click the Preview button The component presentation created on the fly by Tridion is displayed beneath the pull down menu Comments This is the combination of the selected component raw content and the selected component template formatting 80 conronArIon CMS User Manual For OET me mcr gr XDAAD Tridion CMS Implementation ie esencmorosr gN N E CET Pubic Webuie g Bullting Sows x Comeqoerts Jave Tag Compansr s sch mas Gre Temolste Comparerts eee www ni Temolsies Test Components tz delata M Cregones md Keyworts menges mperted P Conert Placeholder jog dh nog hd ree Un y uw gw D Defaut Sich Text Corecrart gy Demo rome page bras y Left Navigetizn Right Sede Corterc in 14 in dw AA H ka tect attached fie Component eomm Tamciate g Nans Ainea Content Component w4 Welcome Lorem ipsum doke st amet consectetur adipiscing elk Phasellus Isoreet luctus est et Incas Etiren minque sapien eu felis Wi oe ultricies N
76. l also receive non workflow tasks via other means such as SharePoint ams Cori parere GET Common oer header nira WB oh gm irdas Teja gb Party luae ind a tnd r Taxcrerm Compan SET Comman are 3 Right click the item and select Start Tridion moves the item from Assignment list Activity from the menu to Work list 4 In the Left Pane navigate to Work list A working window containing the selected item and double click the item is displayed Comments You may also right click the item and select Open This is the same as double clicking the item In these cases after you finish working on the item the system will automatically check the item back in You may also right click the item and select Versioning gt Check out to explicitly check out the item Now it will remain checked out until you manually check it back in or save close the item The item is now locked and cannot be worked on by other users The working window will vary depending upon what you selected 53 l CMS User Manual For OET me omer ar z5 NPAND Tridion CMS Implementation ENTERPRISETECHNOLOGY N conronArion 8 How to Create a Component User Roles All Remember e A component is actual content e When creating a new component you will select one of nine pre existing schemas e The schema determines the fields for the new component Fields marked with red asterisks are
77. l down menu 13 In the navigation tree click the The contents of the Components folder is Components folder displayed 14 Click the desired component Dior the The component is highlighted left column Comments Remember a component is just content with no formatting Inthe example below we selected the Left Navigation component 15 Select Left Navigation Component The component template is highlighted Comments The contents of this drop down vary according to the component you selected You will only see component templates that share a schema with the selected component Essentially the component template formatting must match the 92 conronArion CMS User Manual For OET Tridion CMS Implementation LT ENTERPRISETECHNOLOGY N component actual content As of this document s publication the following component templates for pages are available o Main Richtext Component Template o Right Richtext Component Template o Right featured links sidebar component template o Left Navigation Component Template In the OET implementation the template name Main Right etc indicates where the component will appear in the web page IMPORTANT You must select only component templates appropriate for the page template you selected when you first created the page For example this page uses the Content With Left Nav page template which as the name implies ha
78. le 153 CMS User Manual For OET me ome OF m XAM Tridion CMS Implementation ENTERPRISETECHNO LOGY CN conronArIon Q Disable Enable 9 Prompt g Launching programs and files in an IFRAME Q Disable Enable 9 Prompt Navigate sub frames across different domains 9 Disable Q Enable Q Prompt g Open files based on content not file extension Disable 9 Enable e Software channel permissions 1 Hinh a Medum defa do 154 CMS User Manual For OET XDAAD Tridion CMS Implementation Nnm met omte OF ENTERPRISETECHNOLOGY wewriors Low safety 9 Medium safety Submit non encrypted Form data Disable 9 Enable Q Prompt Use Phishing Filter Q Disable 9 Enable e Use Pop up Blocker 9 Disable Enable g Userdata persistence Disable 9 Enable 155 CMS User Manual For OET me ome oF XPAND Tridion CMS Implementation ENTERPRISE TECHNOLOGY CN Sites Zone 9 Enable g Websites in less privileged web content zone can navigate inl Q Disable Enable 9 Prompt Scripting Active scripting Q Disable 9 Enable Q Prompt Allow Programmatic clipboard access Q Disable Q Enable 9 Prompt Allow status bar updates via script Disable 156 CMS User Manual For OET XDAAD Tridion CMS Implementation reer me om oF ivi kPesereewouoo ZM Prompt Allow status bar updates via script O Disable 9 Enable
79. le Q Prompt 150 CMS User Manual For OET XAM Tridion CMS Implementation reer me ome g Biciescre motor ZM a Enable NET Framework setup Q Disable 9 Enable Miscellaneous Access data sources across domains Disable 9 Enable Q Prompt Allow META REFRESH Q Disable 9 Enable amp Allow scripting of Internet Explorer web browser control 9 Disable Q Enable g Allow script initiated windows without size or position constra 151 CMS User Manual For OET XDAAD Tridion CMS Implementation ore me ome OF Ni k eserecunorooy ZM Security Settings Trusted Sites Zone 9 Disable Enable g Allow webpages to use restricted protocols for active conten Disable Enable 9 Prompt Allow websites to open windows without address or status bi Q Disable 9 Enable Display mixed content Q Disable 9 Enable Q Prompt g Don t prompt for client certificate selection when no certificat 9 Disable OY Fnahle 152 CMS User Manual For OET me ome OF XDAAD Tridion CMS Implementation ENTERPRISETECHNOLOGY CN Security Settings Trusted Sites Zone 9 Disable Q Enable e Drag and drop or copy and paste files Q Disable 9 Enable Q Prompt e Include local directory path when uploading Files to a server Q Disable 9 Enable Installation of desktop items Q Disable Enable 9 Prompt e Launching applications and unsafe Files Q Disable X Fnah
80. lected an item Close 144 CMS User Manual For OET XPAND Tridion CMS Implementation ENTERPRISETECHNOLOGY CN Appendix C IE7 Security Settings The following screen captures show IE7 security settings that are known work 1 Add the appropriate server under Tools gt Internet Options gt Security gt Trusted sites Trusted sites Internet Localintranet Trusted sites http rdstagemaps servicelocator org Remove http stagepreview tridion careeronestop org http Jtestcms tridion xpandcorp local https state mn us https iisndems scaresronestop org eee ees jiness Solutions About Google 145 CMS User Manual For OET me ome oF XPAND Tridion CMS Implementation ENTERPRISETECHNOLOGY CN 2 Check the following under Tools gt Internet Options gt Security gt Custom level Internet Localintranet Trustedsites Restricted v O Prompt sites 8 XAML browser applications able ag XPS documents Disable 9 Enable Prompt Ge NET Framework reliant components amp Permissions for components with manifests M Nisable i 146 CMS User Manual For OET me ome OF XPAND Tridion CMS Implementation ENTERPRISETECHNOLOGY CN FR Permissions for components with manifests Q Disable 9 High Safety gn Run components not signed with Authenticode Q Disable 9 Enable Q Prompt gn Run components signed with Authenticode Q Disable 9 Enable Q Prompt
81. n CET Common DET Commer CET Common OET Commer dete CET Common Cet Commer CET Common CET Comman CET Base CET Comman emen Tarekste D Left Navigation Companert Temane wi Togale mere displar 17 Click the Insert button The message 1 Component Presentation added to the page is displayed to the left of the Insert button Comments Because this page template consists of two columns you will now add another component presentation for the main column 1 Component Presentation added to the Page NECEM 18 Click the desired component for the main column The component is highlighted Comments Inthe example below we selected the Welcome component 19 Select Main Richtext Component Template from the Component Template pull down menu The component template is highlighted 95 CMS User Manual For OET a XFAND Tridion CMS Implementation lt n ENTERPRISETECHNOLOGY a mpage Vising Ste Temolste M Temotsres HM Caregores md Keywortts Test Ccmecr arts moje mperted Jj Conert Etscencider y Laft Mengetin j Right Sde Cortere I test attached fie 4 Jave Tag Compsnarts Components tc Dai D Defaut Sich Text Compcert D Demo home pape tres OET Common CET Commer CET Common CT Comren GET Commor CT Common GET Common CET Basa CET Commer CET Commen meme Tareiste
82. n Fy Content Without Left Nav Page Page OET Common 4 Two Column Content With Left Nav Pa Page OET Common Content Management Custom Pages m Base amp OET Common CET Public Website amp M Building Blocks Bis il sitetemplates 1 Categories and Keywords Publishing Queue ID 8 8 equ iH A Publish Webpage dialog window is Click the Publish button E in the i displayed Toolbar Comments The Publish button is available in a variety of places including when you edit or add a page Target Types is another way of saying available servers The OET Tridion implementation uses two servers o Stage and o Live The default setting in the Publish Settings tab is Publish content now However you may Publish content later or Schedule publish phases separately by clicking one of the radio buttons In these cases additional information is required as shown in the screen captures below 136 CMS User Manual For OET me De MH lt XDAAD Tridion CMS Implementation ENTERPRISETECHNOLOGY Nr 7 Publish Webpage Dialog Choose one or more Target Types to Publish settings TITEL publish to Publish content now Publish content later Schedule publish phases separately Note All selected dates and times are Content Manager server dates and times Cancel Publish settings Publish content now 6 23 2010 00 0
83. n ih hi ns ENTERPRISETECHNOLOGY a PB OET Public Website Root NEW PAGE NAME HERE Ged Grek fo 3 General en dan Tan Page Preview Workflow Info NEW PAGE NAME HERE tcm 103 3750 64 Windows Internet Explorer j E eaan Name NEW PAGE NAME HERE File name NEWFILEN Page Template D Inherit from paren hins jsp p C is Two Column Content With Left Nav Page Template Metadata Schema Dublin Core Metadata Schema Title Short description Keywords from controlled vocabulary policies Keywords to be added at will Creation date system supplied Select date SDL Tridion 2009 VA Trusted sites 8 Enter a page title in the Title field and enter some descriptive text in the Short description field Comments The Title text becomes the text you see in the blue bar found at the very top of a web browser If you are familiar with HTML the Short description text becomes text in the lt meta name Description gt tag 9 From the Keywords from controlled vocabulary pull down menu select an existing keyword set for the page you are creating Comments Currently three keyword sets exist Policies Standards and Services Contact the OET Communications Group to determine the appropriate selection for 104 CMS Us
84. o workflows is My Tasks found under the Left Pane amp All checked out items S Assignment list z amp j Work list 5 History list ua Content Management E mail Management Web Site Management a Search View System Administration xl My Tasks My Tasks consist of both e Auto assigned items that are part of a workflow and e Ad hoc non workflow items that you have checked out 50 conronArion CMS User Manual For OET me De o AMAM Tridion CMS Implementation ENTERPRISETECHNOLOGY a N The following table explains what is displayed after clicking on one of the My Tasks selections Selection Shows Workflow Non workflow All Checked Out Items All of the items currently checked out by all Both users All of your checked out items will appear within this list To see just your items sort filter the results by the User heading Name NG publica 3 oet header navigation Component OET Common RIVER VMO2 NNiemi 3 LeftNavigation Component 060 Demo RIVER VMO2 c_niemi 3 TridionTaxonomy Component 020 ELS Content RIVER VMO2 eliadmin A OriginalTaxonomy Component 020 ELS Content RIVER VMO2 eliadmin F x Left Navigation Component Te Component Template OET Common RIVER VMO2 NNiemi 3 x Navigation Component Component Template 060 Demo RIVER VMO2 c_marata s index Page 050 ESO Web Site RIVER VMO2 KAnderson 32 Copy 3 of lorem ipsum Page 050 ESO Web Site RIVER VMO2 eliadmin A
85. odified J welcome Nate Niemi Creation 6 15 2010 11 40 43 AM 9 welcome Current 0 Nate Niemi Updated 6 17 2010 11 13 22 AM 2 items D items filtered out f Trusted sites 10096 CMS User Manual For OET mt Dee ge XDAAD Tridion CMS Implementation ie esencmorosr gN Check out and Check in When you open an item for editing the Tridion system automatically checks out or locks that item This gives you exclusive use of the current version of the item and blocks editing by all other users However you can also manually check out an item without immediately working on it Then after you have finished you manually check in the item so that others may access the item The advantage to this approach is that you can work on an item for an extended period without fear of it being overwritten My Tasks provides you the ability to view the items that you have checked out My Tasks check out in and Workflow will be further discussed below amp All checked out items m Assignment list f z Work list 5 History list Content Management E mail Management Web Site Management Search View System Administration A My Tasks Blueprinting A Blueprint is a relationship between Publications whereby Publications may share structure content and design from and with other Publications As discussed in the OET Specific Publications section above the OET Common Publication provides t
86. of the three page templates is displayed within the site template above Essentially these OET page templates combined with the more or less static site template provide a framework into which you will insert components content combined with component templates formatting Note that the component templates follow a naming convention that enables you to see where they are allowed to go within the page templates This will be discussed in detail later in this document The three existing OET page templates are as follows Content Without Left Nav Page Template Welcome Lorem ipsum dolor sit amet consectetur adipiscing elit Phasellus laoreet luctus est et lacinia Etiam tristique sapien eu felis tristique ultricies Nam dignissim blandit varius Maecenas accumsan dolor eu sem cursus tincidunt Proin volutpat arcu id urna ultrices id vulputate nunc convallis Fusce ut nulla ipsum Maecenas viverra nibh vitae leo rutrum vehicula eget sit amet massa Nulla pretium tincidunt nibh vel pharetra Curabitur enim lorem bibendum in vulputate quis placerat vel neque In nisi nibh laoreet eget gravida sed eleifend ut odio Duis tincidunt feugiat porta Nam molestie elit eu ipsum ultricies ut mattis felis vehicula Nullam ut ultrices justo Proin venenatis neque at tincidunt vestibulum neque dui aliquam sapien a elementum justo turpis a massa Aenean vel leo sem Nam egestas condimentum mauris at dignissim Nam consequat lectus sed purus gravid
87. om Publication column notice that many of the components are from the OET Common publication This is an 99 CMS User Manual For OET EOE RE AXDAAD Tridion CMS Implementation ENTERPRISETECHNOLOGY A conronArion example of blueprinting As of this documents publication the OET Public Website publication is based largely on the OET Common publication DET Public website foot lara ere Mardin late 21 3903 the atout Right click the Root structure group and The New Page dialog window is displayed select New gt Comments Page You may also click the New Page button in the toolbar As of this document s publication the Root structure group contains all of the pages In the future sub structure groups may be created The following tabs are displayed in the window o The General tab enables you to enter content in the following required fields Name how the page will be referenced within Tridion File name how the page will appear in a web browser s URL and Page Template governs the overall structure of the page 100 x XPAND conronArIon CMS User Manual For OET Tridion CMS Implementation cvigsPascrecunotooy ZI dak Ph oer Public Website Root New Page O New Page New 2 64 Windows Internet Explorer General Component Presentations Page Preview Info The
88. on 2009 of Trusted sites 5 100 don t want a schema simply leave it as Only the following five fields are required and three of them are already filled out o Title o Shortdescription o Keywords from controlled vocabulary pre selected from a drop down list o OET as default can be changed filled out o Use ISO 639 2 format filled out Mi CMS User Manual For OET ERN XPAND Tridion CMS Implementation ENTERPRISETECHNOLOGY N b Cenranarian 8 Enter a page title in the Title field and Comments enter some descriptive text in the Short description field The Title text becomes the text you see in the blue bar found at the very top of a web browser If you are familiar with HTML the Short description text becomes text in the lt meta name Description gt tag From the Keywords from controlled vocabulary pull down menu select an existing keyword set for the page you are creating Comments Currently three keyword sets exist Policies Standards and Services Contact the OET Communications Group to determine the appropriate selection for your page Click the Save button m to save your work and continue working on this page Your work is saved Comments The Save button is the left most button in the Save button set At this point you have created just the framework for a new page Now you must fill it in with content that is a
89. onent template is highlighted Comments The contents of this drop down vary according to the component you selected You will only see component templates that share a schema with the selected component Essentially the component template formatting must match the 78 conronArion CMS User Manual For OET Tridion CMS Implementation LT ENTERPRISETECHNOLOGY N component actual content As of this document s publication the following component templates for pages are available o Main Richtext Component Template o Right Richtext Component Template o Right featured links sidebar component template o Left Navigation Component Template In the OET implementation the template name Main Right etc indicates where the component will appear in the web page IMPORTANT You must select only component templates appropriate for the page template you selected when you first created the page For example this page uses the Content Without Left Nav page template which as the name implies does not have a left navigation column If you select the Left Navigation Component Template the page template has no place to put the component presentation and it simply will not appear 79 conronArIon CMS User Manual For OET mt orice ge XDAAD Tridion CMS Implementation Biciescrtemnotoo ZM N 3 Webpagr Ileng E CET Pubic Webuie d u Building Soc
90. plementation the role of the page template is to simply organize the content As of this document s publication three page templates have been created o Content Without Left Nav Page Template o Content With Left Nav Page Template and o Two Column Content With Left Nav Page Template 7 Select Dublin Core Metadata Schema from the Metadata Schema pull down menu Dublin Core Metadata Schema is displayed in the pull down menu and several new fields pertaining to the page s metadata are displayed 102 A CMS User Manual For OET me me oF XPM Tridion CMS Implementation ENTERPRISETECHNOLOGY b eom ronmarionm Comments The Metadata schema has nothing to do with the Tridion schemas used in the creation of components Metadata is information about information or in this case information about web page Web page metadata is used by programs on the Internet to better classify web pages Generally metadata is hidden from users A metadata schema is optional If you don t want a schema simply leave it as none Only the following five fields are required and three of them are already filled out o Title o Shortdescription o Keywords from controlled vocabulary pre selected from a drop down list o OET as default can be changed filled out o Use ISO 639 2 format filled out 103 CMS User Manual For OET a XPAND Tridion CMS Implementatio
91. ponent presentations as they appear on the page highlight click a component and then click the Move up button until the component is in the right 19 Highlight click one of the component A preview of just the component presentation presentations and click the Preview is displayed below the preview button button in the right side of the page Comments To preview the entire page click the Preview button Ce in the toolbar at the top of the window 20 If you wish to change the top to bottom The component presentations are in the correct order Comments This is relevant only when 2 or more 82 CMS User Manual For OET me mer c Tridion CMS Implementation ENTERPRISETECHNOLOGY a XPD N conronArTIon place component presentations share a column in the page template 21 The page is saved Click the Save button to save your work and continue working on this page Click the Preview button Le in the toolbar at the top of the window Without Lett Mev Pape Windows ie Corcert Wethout Laft Nav Page Office of Enterprise Technology The page as it appears on the site with the surrounding site template is displayed IT LEADERS Har POUCHES amp STANDARDS Welcome Lorem ipsum dolor sit amal consectetur adipescing elit Phasellus laoreet luctus est et lacinia Etiam instque sapien eu fats tristique uincies Nam dignissim blandit varius Maecenas accumsan dolor eu sem cursus Sn
92. que sapien eu felis tristique ultricies Nam dignissim blandit varius Maecenas accumsan dolor eu e Newsroom sem cursus tincidunt Proin volutpat arcu id urna ultrices id vulputate nunc convallis Fusce ut nulla e Newsroom ipsum Maecenas viverra nibh vitae leo rutrum vehicula eget sit amet massa Nulla pretium tincidunt e Newsroom nibh vel pharetra Curabitur enim lorem bibendum in vulputate quis placerat vel neque In nisi nibh Newsroom laoreet eget gravida sed eleifend ut odio Duis tincidunt feugiat porta e Newsroom e Newsroom Remember e A page combines an existing page template existing components components are the raw content and existing component templates e During the course of creating a page you will select an existing component template for each component you want to add to your page In so doing you will create component presentations However component presentations don t exist as actual items within Tridion Instead they are created on the fly by Tridion when the page is displayed e Asan aside component templates which provide the formatting for a component are based on the same schemas upon which the components are based This makes sense when you think about it the formatting must match the actual content Step Action Result Comments 1 In the Left Pane navigate to The Root structure group is highlighted and OET Public Website gt the contents of the structure group are Root displayed to the right
93. related items click the Continue button You may also right click the schema and select Open Rich Text Content Schema tcm 102 361 6 8 Windows Internet Explorer gt OLD OET Common Building Blocks Schemas Basic Schemas Rich Text Content Schema Rich Text Content Schema Name Description Rich Text Content Schema Schema Type Schema Root element name Content SDL Tridion 2009 v Trusted sites S 1009 7 3 Click the Workflow tab The Workflow tab is displayed Comments The Associated Component Process pull down menu contains the existing OET workflows 4 Select OET Component Workflow Process Definition from the pull down menu OET Component Workflow Process Definition OET Component Workflow Process Definition is selected 127 CMS User M For OET me omte or CMS implemen ie esencmorosr gN XDAAD Tridion CMS Implementation 9f wMMEICIA Nem IN Rich Text Content Schema tcm 102 3616 8 Windows Internet Explorer gt NOLD OET Common Building Blocks Schemas Basic Schemas Rich Text Content Schema Ge Grek Ta Be General Design Metadata Design Source Workflow Info Associated Component Process OET Component Workflow Process Definition ha s Trusted sites Q10 7 s 5 e The Edit Schema dialog window is closed and Click the Save and Close button at 9 the schema is updated the top of the window Commen
94. remplates 8 Toolbar WB Categories and Keywords CET Public Website 9 Working Area Alan qum 10 Right click menu Be Bees Note that the left side of the page shares many functions in addition to Content Management shown above This will be discussed later 27 eonranarion CMS User Manual For OET me DCE OF a XFAND Tridion CMS Implementation cvigsPascrecunotocy gN A A significant portion of your work will be done in pop up windows similar to the one below Welcome Lorem sum dolor at emer consectetur sd piscing elt Phaselus Iporeet luctus ext ef Weni Bim Tnstsque sapin au taka tnetqus utncis Num dignum blends veut Mescenss eccumsan dolor eu sam cursus tiecidunt Pron wolurpa arcu Kf ums ultrices id vilputse nonc convallis Fusce ur mls ipsum Maecenas vivum nih vse las rutrum vahicule eget at armat marss Nulla passum tincidunt ribi val pharetra Curabrtur enim lorem bibendum in vilputace guis placer vel regue In nisi nibh laoreet eget gravids sed defend ut odis Duw e nadurt Feugit parts fern mclestia alt au ipsam uices ut mettus feke vehizidn Molen ut ular juste Pron ververets neque at tincidunt vestibulum negue dui sliquam sapien s cementum justo turpis masses Aene welled sem Kam gestas concdmertum mauna at digrisern Nam cznamquat lactus sed purus gravida sumapit bouern donicdim tellus eget semper interdum 0 leo volutpat massa in shouem nsi elg sed nibh Nam aliquam w rated tes
95. required e Schemas and components are the most fundamental Tridion building blocks e You will not use component templates which simply provide formatting when creating components Instead you will use component templates later on when adding components to pages discussed in detail later in this document This section covers how to create nine types of components each type is based on an existing schema Four of the component types are used in pages and five are used in the OET site template However since the OET site template and its corresponding component types have already been created you will be working primarily with the four component types used in pages Components Types Used in Pages e Left Navigation e Rich Text e Plain Text e Related Links Component Types Used in the OET Site Template e Header e Header Navigation e CSS Cascading Style Sheets e JS JavaScript e Footer 54 lt CMS User Manual For OET mie omet gr Fe XPM Tridion CMS Implementation ENTERPRISETECHNOLOGY x conronArion Regardless of the component you create most of the steps are the same Therefore we created just 1 procedure with steps 3 and 4 varying according to the type of component Step Action Result Comments Steps 1 3 apply to all components regardless of the selected schema 1 In the Left Pane navigate to The Components folder is highlighted OET Public Website gt Building Blocks gt Comment
96. room sem cursus tincidunt Proin volutpat arcu id urna ultrices id vulputate blandit varius Maecenas e Newsroom nunc convallis Fusce ut nulla ipsum Maecenas viverra nibh vitae leo accumsan dolor eu sem Newsroom rutrum vehicula eget sit amet massa Nulla pretium tincidunt nibh vel cursus tincidunt e Newsroom pharetra Curabitur enim lorem bibendum in vulputate quis placerat vel Newsroom neque In nisi nibh laoreet eget gravida sed eleifend ut odio Duis Pop tincidunt feugiat porta Remember A page combines an existing page template existing components components are the raw content and existing component templates During the course of creating a page you will select an existing component template for each component you want to add to your page In so doing you will create component presentations However component presentations don t exist as actual items within Tridion Instead they are created on the fly by Tridion when the page is displayed As an aside component templates which provide the formatting for a component are based on the same schemas upon which the components are based This makes sense when you think about it the formatting must match the actual content Step Action Result Comments In the Left Pane navigate to OET Public Website gt Root The Root structure group is highlighted and the contents of the structure group are displayed to the right Comments Inthe Fr
97. roves the page for publication Comments Because you are the Approver the last person in the workflow the page has now completed its journey through the Tridion workflow The page must still be manually published to the stage delivery server In the Left Pane navigate to OET Public Website gt Root The Root structure group is highlighted and the contents of the structure group are displayed to the right 133 CMS User Manual For OET me Dee ge AXDAAD Tridion CMS Implementation ENTERPRISETECHNOLOGY A x conronArTIon X NET Public websitefoot 9 Double click the page The Edit Page dialog window is displayed and the content fields display the existing content Comments You may also right click the page and select Open 10 Click the Workflow tab The Workflow tab is displayed 11 Verify that the Approval status is Comments Approved for Publish The Tridion system automatically changed the Approval Status when you selected Finish Activity above Now that the page has been fully approved Editors and Approvers can now publish the page to the stage delivery server but not to the live server 134 LS M Manual For OET me ome c D cp tu ENTERPRISETECHNOLOGY N APAND Tridion CMS Implementation N 19 How to Publish a Page to a Server User Roles Editors and Approvers The OET server environment consists of two servers a
98. ry server or the live server 5 3 Content Editor Functions As an Editor you can do the following e Submit content to an Approver e Edit content created by other users e Create edit and delete pages not page templates e Publish content to the stage delivery server and e Assign workflows As an Editor you cannot do the following e Publish content to the live server 44 CMS User Manual For OET me omot di 7 AMAM Tridion CMS Implementation ENTERPRISETECHNOLOGY a N conronArion 5 4 Content Approver Functions As an Approver you can do the following e Edit approve and delete content created by other users e Create edit and delete pages not page templates e Route content to Editors for content changes e Publish content to both the stage delivery and live servers and e Assign workflows 45 conronArion CMS User Manual For OET me omet or NPAND Tridion CMS Implementation ENTERPRISETECHNOLOGY N 6 Workflows Workflows provide a way for the Authors Editors and Approvers to view a list of items that are assigned to them A workflow is not required Typically the Communications department and the Application Development team determine whether a workflow is required for a specific item When an Editor or Approver assigns a workflow to an item and you or your group are part of that workflow you will receive an email notifying you of the item to be worked on and the acti
99. s Components OET Public Website is a Structure Group Content Management 4j Custom Pages i e OET Base ge OET Common OET Public Website z di Building Blocks sd 4 Schemas di Templates g Root a Categories and Keywords 3 Publishing Queue 2 Right click the Components folder and The New Component dialog window is select displayed New gt Component Comments You may also click the New Component button in the toolbar Each new component must adhere to a single pre existing schema The General Source and Info tabs will be displayed regardless of which schema you select o The General tab is where you will normally work and enter content for the component 55 CMS User Manual For OET a ADD Tridion CMS Implementation x conronArTIon ENTERPRISETECHNOLOGY a Hak General EM New Component New 5 16 Windows Internet Explorer E LIB D CO OET Public Website Building Blocks Components New Component o The Source tab shows the corresponding XML that is generated by Tridion Tridion underpinnings are XML based o The Info tab shows technical information for the component An important item on this tab is the Item URI information Each item in Tridion has a unique URI which identifies it to the system You can use the URI to perform searches in the toolbar DEK iNew Component none
100. s Root u css Es iL sitetemplates 4 ib Categories and Keywords m Be NE All of the Tridion Building Blocks and pages pertaining to a website reside within a Publication However as stated previously the OET Public Website Publication is based blueprinted on the OET Common Publication and future Publications websites may be based on the OET Common Publication as well As a result when working with Building Blocks you may find that some of the items originate from a Publication that s different than the Publication in which you are working 4 1 3 2 Folders Folders organize a Publication s Building Blocks SJ Building Blocks j d Components Schemas di Templates Most Publications use a standard set of Folders Components Schemas and Templates 32 conronArion CMS User Manual For OET me omot gr 77 AMAM Tridion CMS Implementation ENTERPRISETECHNOLOGY A N 4 1 3 3 Structure Groups Structure Groups logically organize a Publication s website s pages Jj Root i css ig js ll sitetemplates Editors or Approvers create Structure Groups and as of this document s publication only one Structure Group Root has been created However you may have many Structure Groups within a Publication Typically you would have a Structure Group for each logical area of the website For example under the Root Structure Group you could have one Structure Group for Product
101. s a left navigation column but does not have a right column If you select the Right Richtext Content Component Template the page template has no place to put the component presentation and it simply will not appear 93 conronArIon XAM CMS User Manual For OET me ce g Tridion CMS Implementation ie esencmorosr ZM 3 Webgagr Ileng E CET Pubic Weboie u Buliing Socks d Campa sch mas amp M Temotsres HM Categores md Keywortts Search view CET Common c roert ERRER v3 Un LA gn Le pv pin Documents CET Common I OET Commer Java Tap Components CET Common eo ee we Ste Terrciste Componerts CET Cammen Test Comoonents ta delete CET Common mages CET Commer mpe mad ET Common 3 Cortert Flecehcicer CET Comman D Deteuk Rich Text Component CET ese 3 Dems home page tres CET Commen bog d oh p mo pou 16 Click the Preview button The component presentation created on the fly by Tridion is displayed beneath the pull down menu Comments This is the combination of the selected component raw content and the selected component template formatting 94 CMS User Manual For OET a XFAND Tridion CMS Implementation lt n ENTERPRISETECHNOLOGY a Webgage Lang Test Comgonents ta 3 Cortert Zlacahcider Java Tap Components Ste Terrciste Componerts D Deteuk Rich Text Component 3 Demz home page inxs CET Commo
102. s neque at tincidunt vestibulum neque dui aliquam sapien a elementum justo turpis a massa Aenean velleo sem Nam egestas condimentum mauris at dignissim Nam consequat lectus sed purus gravida suscipit Aliquam dignissim tellus eget semper interdum leo leo volutpat massa in aliquam nisl velit sed nibh Nam aliquam interdum malesuada Aliquam quis est eget nisi vehicula ultrices Cras sit amet risus enim Sed vehicula eros sit amet elit semper in euismod sem viverra Aliquam vel quam eget arcu dignissim tempus eu ut magna Metadata Fields test meta test 2 meta of Trusted sites 100 5 Select the Rollback option from the An Input Request dialog window is displayed menu Comments This window enables you to determine what happens to the other versions when you retrieve the selected item Generally it s safer to select the first default option This option simply moves a copy of the retrieved item to the current bottom position The second option deletes all versions of 120 _ CMS User Manual For OET omae o AXDAAD Tridion CMS Implementation ENTERPRISETECHNOILOGY A conronArion the item that were created after the retrieved item e SDL Tridion 2009 Input request Webpage Dialog x Select an option Create new version a copy of version 2 Do not delete versions created after Delete all the versions created after version 2 Some important in
103. s and Services and another for Policies and Standards 4 1 3 4 Publishing Queue The Publishing Queue is the last item in the Left Pane 3 Publishing Queue Publishing is moving pages and content to a server Publishing OET servers and workflow will be discussed in detail later in this document 33 CMS User Manual For OET me ome o a XFAND Tridion CMS Implementation ENTERPRISETECHNOLOGY CR 4 1 4 Search To display the Search View click the Search View button in the Left Pane ua Content Management gt E mail Management Web Site Management n Search View System Administration V My Tasks The Search view enables you to search for specific items by entering search parameters on a general or advanced level The screen capture on the left shows the general search and the screen capture on the right shows the advanced search 34 CMS User Manual For OET conronArion P XDAAD Tridion CMS Implementation ENTERPRISETECHNOLOGY A N Search for items with the following parameters EB Advanced Search for items with the following parameters EB Name General Search for D Case sensitive Description Type Search in Based on Schema Ve Keyword Include subfolders g Date modified C Author C State C Publish status D BluePrinting C Workflow Number of items 100 IKI m m gt Another way to display the S
104. s for content and metadata Component J to enter content and metadata Managed in Folders fi Component Template 3 contains prefixed layout for Components lt Page Template contains prefixed layout for Pages Page a Managed in 1 Structure Groups to combine and publish Components and Templates e When you work on Tridion components you will work within the yellow Tridion Folders and e When you work on an actual web page you will work within a purple Tridion Structure Group 19 ias CMS User Manual For OET me me gr XPM Tridion CMS Implementation ENTERPRISETECHNOLOGY b N conronArion The Template Designer and other authorized Tridion users have already created the following Building Blocks for the OET website e One site template e Three page templates e Multiple component templates and e Schemas upon which the components and component templates are based As a result you don t need to worry about creating these items although you will be using them to create and edit actual pages and components In fact your primary roles will be e Creating and editing components actual content using the pre existing schemas and e Creating editing and publishing pages using the components you create and the pre existing page templates You may be wondering why component presentations have not been discussed in this section The reason is that component presentations don t exist
105. select Component is displayed in the Type field Component 124 CMS User Manual For OET a ADD Tridion CMS Implementation N GONPAONA rion ENTERPRISETECHNOLOGY a Advanced Name Search for items with the following parameters E Description C Keyword Date modified C Publish status C Case sensitive Type Component 3 Based on Schema Author 4 Charlie Cain _ State Mi 7 Click the Search button beneath the All of the components for which you are the criteria Author are displayed Comments e Of the many items in this area only two met the search criteria and were displayed ed e aa x gt AE BL LL RE ON RN Om Publication Modified RN Q Left Navigation W welcome NGET Public Website Building Bloc OET Common OET Public Website Building Bloc OET Common 6 15 2010 11 40 45 AM 6 22 2010 11 25 39 AM 8 Click the Reset button at the bottom of the page All of the search criteria in both the General and Advanced tabs are removed 125 ronArion CMS User Manual For OET me me oF XPAND Tridion CMS Implementation ENTERPRISETECHNOLOGY N N 16 How to Assign a Workflow to Components User Roles Editors and Approvers Remember As of this document s publication two workflows have been created one for components and another for pages The workflow for components is calle
106. ssignment List Items that Workflow e Have been assigned to you via the workflow but e You are not currently working on Work List Items that Workflow e Have been assigned to you via the workflow and e You are currently working on checked out History List Items that Both e You have worked on and completed checked in 51 CMS User Manual For OET mt De OF XDAAD Tridion CMS Implementation ie asencmorosr gN 7 How to View Your Assigned Tasks and Work on an Item User Roles All Step Action Result Comments 1 In the Left Pane click the My Tasks icon My Tasks is expanded revealing the following selections All checked out items Assignment list Work list History list Comments You can also double click the My Tasks text You can also single click the plus sign to the left of the icon zm amp All checked out items 1 Assignment list be Work list 5 History list Content Management E mail Management Web Site Management Search View System Administration A My Tasks 2 Single click Assignment list All of the tasks that have been assigned to you appear in the right side 52 CMS User Manual For OET 2s ENTERPRISETECHNOLOGY L xN XPAND Tridion CMS Implementation b conronAriIon Comments Only tasks that are part of a Tridion workflow are displayed You wil
107. stage delivery server and a live server o The stage delivery server enables OET personnel such as those in the Communications Department to preview content before final publishing to the live server o Thelive server delivers the OET website to the public Publishing takes place on both servers However o Editors and Approvers not Authors can publish to the stage delivery server and o Only Approvers can publish to the live server Both of the OET workflows pertain to publishing to the stage delivery server There are no workflows for publishing to the live server because this process involves only one person the Approver Under certain circumstances the Approver can simultaneously publish to both the live and stage delivery servers Step Action Result Comments 1 In the Left Pane navigate to The Root structure group is highlighted and OET Public Website gt the contents of the structure group are Root displayed to the right 2 Highlight click the page you want to The page is highlighted publish 135 CMS User Manual For OET me mer c g XPAND Tridion CMS Implementation ENTERPRISETECHNOLOGY A lt n M OLD OET Public Website Root CONTENT MANAGEMENT i wW el EA id Name Type Ea From Publication 2 css Structure Group OET Common zB js Structure Group OET Common g sitetemplates Structure Group OET Common d Content With Left Nav Page Page OET Commo
108. t Left Nav Page welcome At a minimum this list includes the page itself and the components contained within the page E Location NGET Public Website Root OET Public Website Buildin Review the items and click the Close button The Items to publish window is closed and you are returned to the Publish Webpage window Click the OK button The Publish Webpage window is closed and the page is published to the server you selected Comments Actually the page may not be published immediately In Tridion published pages are first sent to a publishing queue At an appropriate time Tridion actually publishes the files to the server Tridion does this to better manage system and bandwidth resources Click the Publishing Queue button at the bottom of the Left Pane The Publishing Queue is displayed Comments This page enables you to see o Items that have been published o Items that are scheduled to be published under the Schedule tab and o Items that are in the process of 139 CMS User Manual For OET me OE RE AXDAAD Tridion CMS Implementation ENTERPRISE TECHNOLOGY A conronArion being published by Tridion The Publishing Queue displays items for multiple publications servers and users As a result this page might be quite lengthy To see just the relevant items you can filter the results by Target server Publication website User St
109. tations Page Preview Info The Component Presentations tab enables you to select The components content and The accompanying component templates formatting for the component that you want to include on the page The Info tab shows technical information for the page Name File name Page Template Verault Page lempiate v Inherit from parent SDL Tridion 2009 Metadata Schema none sf Trusted sites 86 TA CMS User Manual For OET mie qe gr NDAND Tridion CMS Implementation ENTERPRISETECHNOLOGY 14 N conronArion 3 In the Name field enter the name of the page Comments You may use spaces This text determines the name of the page within the Tridion system 4 In the File name field enter the file name of the page Comments You must enter a valid file name do not include spaces or special characters This text determines how the page will be o Referenced within page links and o Displayed within a web browser s URL 5 Uncheck the Inherit from parent checkbox The previously grayed out Page Template pull down menu is activated 6 Select Content With Left Nav Page Template from the Page Template pull down menu Content With Left Nav Page Template is displayed in the pull down menu The extension to the right of the File name field changes to jsp Comments Within the
110. tegorization of things Within Tridion Taxonomy refers to the classification of some web content As one example the pull down menus available to you when creating content are the result of the Tridion Taxonomy Template Builder A CMS user whose primary responsibility is creating editing and deleting Tridion templates Template Building Block A template fragment that can be included in Component Templates Page Templates and other Template Building Blocks These are mostly reusable fragments of code that can be included while developing the Templates Tridion SDL Tridion The CMS being implemented as part of the OET website redesign User A person who views or interacts with CMS content Users in the context of this document consist of e Content Author Uses the Tridion CMS to add initial content to the CMS content repository e Content Editor Uses the Tridion CMS to modify content in the CMS content repository Editors may also add new content e Content Approver Uses the Tridion CMS to publish or authorize for publication current versions of content in the CMS content repository Approvers may also add or modify content e Template Builder Responsible for creating editing and deleting Tridion templates e System Administrator Responsible for the maintenance of the Tridion system including establishing roles and permissions Version versioning The means by which a piece
111. the Tridion Building Blocks organized in the yellow folders from another Publication 17 ias CMS User Manual For OET me me or XPM Tridion CMS Implementation ENTERPRISETECHNOLOGY b N conronArion 3 2 1 OET Specific Publications As shown in the above graphic the Tridion System Administrator has created the following 3 Publications e OET Base an empty Publication e OET Common contains all of the common elements such as reusable template Building Blocks e OET Public Website contains all the Building Blocks pertaining to OET public website You will work in this Publication to create edit and publish content The OET Public Website Publication is based blueprinted on the OET Common Publication and future Publications websites may be based on the OET Common Publication as well Having the OET Common Publication at your disposal e Enables you to use existing OET Building Blocks e Ensures a standardized look and feel if desired and e Greatly decreases development time 18 conronArion CMS User Manual For OET me pce oF g NPAND Tridion CMS Implementation ENTERPRISETECHNOLOGY A N 3 3 Schemas Components Component Templates Page Templates and Site Templates Note It may be helpful to print out this page section for reference The following graphic shows where the Tridion Building Blocks the collective name for all these items are managed Schema 7 defines input field
112. to ensure that Tridion properly functions 2 1 Internet Explorer Settings Note The following was taken from the SDL Tridion 2009 SP1 User Manual Encoding Use Unicode encoding To set encoding to Unicode e From the Internet Explorer menu bar select View gt Encoding gt Unicode Browser Security The following security settings will ensure that the Content Manager Explorer displays correctly To use your security settings 1 From the Internet Explorer menu bar select Tools gt Internet Options 2 On the Security tab select the Internet content zone 3 Click the Custom Level button and enable the following settings e Activex e Run ActiveX controls and plug ins e Script ActiveX controls marked safe for scripting e Downloads 11 5 CMS User Manual For OET me omea AXDAAD Tridion CMS Implementation ie rsenomorosr ZM e File downloads e Miscellaneous e Submit non encrypted form data e Scripting e Active scripting e Allow paste operations via script Click OK to enable these settings 4 On the Security tab select the Trusted Sites Web content zone Internet Options a General Security Privacy Content Connections Programs Advanced Intemet Local intranet 5 Click the Sites button In the Trusted sites window that appears type the name of the Content Manager Web address then click Add This setting ensures that you can access all content within a Component 6 Sel
113. to the Word like functionality Schema Plain Text Content Schema ha Content lt 59 CMS User Manual For OET me omcr OF XPAND Tridion CMS Implementation ENTERPRISETECHNOLOGY pam Of vinnare 4 Fill out the fields for the new Related Comments Links component shown below This schema is used to create a related links component You can add additional links by clicking the Insert button at the bottom left Schema as Related Links Schema 4 Fill out the fields for the new Header Comments component shown below This schema is used to create header components for the site template 60 CMS User Manual For OET EOE RE XPAND Tridion CMS Implementation ENTERPRISETECHNOILOGY Schema Header Schema HeaderTitle Comments 4 Fill out the fields for the new Header Comments Navigation component shown below This schema is used to create header navigation components for the site template You can edit the header navigation text in this component You can add additional links by clicking the Insert button at the bottom left 61 CMS User Manual For OET ENTERPRISETECHNOLOGY a 2PAND Tridion CMS Implementation N Cenreanarian Schema s3
114. ts From this point forward any component you create that is based on this schema will be assigned to the OET Component Workflow Process Definition workflow 128 ronArion CMS User Manual For OET me omot ar AMAM Tridion CMS Implementation ENTERPRISETECHNOLOGY N 17 How to Assign a Workflow to Pages User Roles Editors and Approvers Remember As of this document s publication two workflows have been created one for components and another for pages The workflow for pages is called Page Process Both of these workflows pertain to publishing to the stage delivery server There are no workflows for publishing to the live server because this process involves only one person the Approver A structure group in Tridion is equivalent to a folder in the actual website Content Authors use structure groups to organize manage and provide a URL structure for pages When assigning a workflow to pages you will assign the workflow to the structure group containing the page In fact all new pages found in that structure group will automatically be assigned to that workflow Step Action Result Comments 1 In the Left Pane navigate to The Root structure group is highlighted and OET Public Website gt the contents of the structure group are Root displayed to the right Comments This structure group contains the pages to which you will assign the workflow 2 Right click on the Root
115. um mauris at dignissim Nam consequat lectus sed purus gravida suscipit Aliquam dignissim tellus eget semper interdum leo leo volutpat massa in aliquam nisl velit sed nibh Nam aliquam sf Trusted sites Click the existing content under the A set of Microsoft Word like controls appears Design tab enabling you to easily add and edit content Comments IMPORTANT When using this interface clicking the Enter key creates a new paragraph To just go to a new line within the paragraph click Shift Enter 68 XPAND eonranarion RN CMS User Manual For OET Tridion CMS Implementation ie asencmorosr gN 2 Welcome tcm 102 3673 Windows Internet Explorer OET Common Building BlocksNComponents Welcome fe amp y IT mgri Paragraph v Style No style 4 General MEREEN ai MU B UER EEEa JSEHAS an yan gals JA Current element Paragraph lt p gt m Welcome Lorem ipsum dolor sit amet consectetur adipiscing elit Name Welcome Schema A Title A Welcome RichText Phasellus laoreet luctus est et lacinia Etiam tristique Edit the content The content is updated Comments If you place your cursor in another part of the window the Microsoft Word like controls disappear Click one of the save options at the top of the window td ki ke Comments From l
116. us est Lorem ipsum dolor sit amet consectetur adipiscing elit Phasellus et lacinia Etiam tristique laoreet luctus est et lacinia Etiam tristique sapien eu felis tristique sapien eu felis tristique ultricies Nam dignissim blandit varius Maecenas accumsan dolor eu ultricies Nam dignissim sem cursus tincidunt Proin volutpat arcu id urna ultrices id vulputate blandit varius Maecenas nunc convallis Fusce ut nulla ipsum Maecenas viverra nibh vitae leo accumsan dolor eu sem rutrum vehicula eget sit amet massa Nulla pretium tincidunt nibh vel cursus tincidunt pharetra Curabitur enim lorem bibendum in vulputate quis placerat vel neque In nisi nibh laoreet eget gravida sed eleifend ut odio Duis tincidunt feugiat porta 23 CMS User Manual For OET me DCE gr XDAAD Tridion CMS Implementation ie esencmorosr gN 3 3 1 3 Tying the Templates and Components Together The following graphic shows how the site template a selected page template one of the three available and component templates fit together OET Web Page Site Template top and bottom for all pages already created 1 of 3 Page Templates determines overall layout already created Component Presentation contains component building blocks Component Presentation Same as to the right A new OET web page would combine the following e Web page you create in the purple Structure Groups e Site template already created e One of
117. vities you need to perform You will then be able to access the item in My Tasks gt Assignment List 6 1 Workflows and OET Personnel e System Administrators create the workflows and e Editors and Approvers assign workflows to Tridion components pages and Publications e f needed System Administrators can override a workflow A page may be previewed while in workflow but it cannot be published 6 2 Overview of OET Tridion Delivery Servers As of this document s publication you may have access depending upon your role to the following delivery servers e The stage delivery server and e The live server The stage delivery server enables OET personnel such as those in the Communications Department to preview content before final publishing to the live server The live server delivers the OET website to the public Publishing takes place on both the stage delivery server and the live server However 46 ee nronArIon CMS User Manual For OET me ome oF 9 AMAM Tridion CMS Implementation ENTERPRISETECHNOLOGY a N N Only Approvers can publish to the live server and Editors and Approvers not Authors can publish to the stage delivery server 47 CMS User Manual For OET me mcr oF g APAND Tridion CMS Implementation ENTERPRISETECHNOLOGY a N conronArion 6 3 Existing OET Workflows As of this document s publication two workflows have been created one for components and another for p
118. w Bing Associated Page Process Page Process sf Trusted sites The Edit Structure Group dialog window is E Click the Save and Close button M at closed and the structure group is updated the top of the window Comments From this point forward any page you create within this structure group will be assigned to the Page Process workflow 131 CMS User Manual For OET onarion 4 YANM Tridion CMS Implementation ENTERPRISETECHNOLOGY b b 18 How to Approve a Page User Roles Approvers Remember Approval is a part of OET workflows and is performed solely by Approvers Prior to a page being included in the Approver s Assignment list in the workflow the page will have been reviewed by an Editor and Approved for Publish from the Editor s perspective Generally the next step is the Approver publishing the approved page to the stage delivery server Here it will be reviewed by Communications Department or other personnel If OK d the Approver will then publish the page to the live server Step Action Result Comments 1 In the Left Pane navigate to An Assignment list containing a wide variety My Tasks gt of items including pages and components is Assignment list displayed Comments Because you logged in as an Approver this Assignment list is specific to the Approver role As such these pages have already been reviewed by an Editor Mny

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