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1. Sections For any form to function properly you must have at least one Section and at least one Question A Section can contain as many Questions as you like and you can create as many Sections as you like e g Section A Personal Details Section B Interests etc Each Section of your form can appear on a page of its own If a form has more than one page it is called a paginated form You can set a form to be paginated on the Options tab and this is described later in this chapter For each section in your form the following fields appear e Section Title this is where you enter the name for the section e g Personal Details or Work History If you do not wish to split your form up into multiple sections leave this field blank e Section Note you can add additional information relating to the section here e g Please list only qualifications for courses or certificates that have been completed The Section Note appears underneath the Section Title on your form however you may still have a Section Note if you have left the Section Title blank e Section Order this is a number field which is used to set out the order in which the user will view the sections of the form For example if you created the section Qualifications before Personal Details but would like Personal Details to be listed on the page before Qualifications you can change the section order of Personal Details to 1 and Qu
2. Question I f as they are 19 For Question I g change the Field Type drop down list from Text Box to Tickbox List Change the Title to How did you hear about us Leave all other settings for Question I g as they are 20 For Question I h change the Field Type drop down list from Text Box to Dropdown List Box Change the Title to read Would you like to join our mailing list Leave all other settings for Question I h as they are 21 Click on Commit and further fields will be added for the non text box questions 22 For Question I e choose Australia from the Defau t drop down list 23 In Question I g add Search Engine Word of Mouth and Trade Show to the Options drop down Check the Multiple Allowed and Other tickboxes Set Columns to 2 24 In Question I h add Yes and No to the Options drop down list Click on Commit Now let s add some rules to the questions 25 Go to the Form Rules section near the bottom of the page to add some rules Check the New Rule box with the drop down list next to it set to Q i a Name Click on Commit and the fields for the new rule appear 26 Check the New Rule box with the drop down list next to it set to Q i b Email Click on Commit to show the fields for the new rule 27 For Rule 1 make sure that the Ru e drop down lists are set
3. Available Extensions i This drop down list allows you to go to one of the modules installed in your system Chapter 4 Getting Started Page 22 MySource User Manual TIP If you roll your mouse over any of the icons found throughout MySource a tool tip will be displayed telling you what will happen when you click on that particular icon Rolling over icons when you are new to the system or unfamiliar with an area will help you to familiarise yourself with the MySource environment TIP Always use MySource icons for navigation rather than using the Back button of your browser As for any browser based application the browser Back button causes a page expiry error because the page content will be re submitted to MySource each time you use the Back button to revisit a page Web System Breadcrumb Trail When you are in the Web System a navigational tool known as a breadcrumb trail appears in the grey bar just underneath the main MySource navigation bar This is particularly useful when you have a complex hierarchy of pages with parent pages and Sub pages An example is given in Figure 4 4 below where we are currently editing a sub sub page of Page 2 within a site named Test site Chapter 4 Getting Started Page 23 MySource User Manual MySource fltisers hweh F confia Available Extensions 29 Oct Edit Page sub sub page 1 ID 96 Page Properties Internationalisation Attach
4. Read Access Grants Public M Gen Access Groups None Site Access Groups None Create New Site Group Rookie Access Group Figure 16 2 Creating and Populating a Site Access Group Chapter 16 Access Groups Page 181 MySource User Manual 3 Click the Commit button The page will refresh and will open up in the Edit Access Group screen for your new access group Now let s populate your Site Access Group with MySource Users 4 Add the Login names or email address of some of your users in the Add Users text box TIP You can add more than one MySource User at a time if necessary 5 Click the Commit button If you have an organisation already set up it can easily be added to your Site Access Group 6 Scroll down to the Edit Access Group screen to the Add Organisation text box 7 Select your Organisation and click the Add Organisation icon as shown in Figure 16 3 below Organisation Memberships Add Organisation EEEN test org 2 Current Organisations 0 Add Organisation None Figure 16 3 Creating and Populating a Site Access Group Chapter 16 Access Groups Page 182 MySource User Manual The page will refresh and your new Organisation will be shown on the page as Shown in Figure 16 4 below Organisation Memberships Add Organisation test org 1 test arg 2 Current Organisations 1 ID Mame Users ass ola yo i Figure 16 4 Creating and Populating a
5. affect children L AAA Update Make Live feck Uncheck All E Place Under Contruction Show In Menu Hide In Menu Make Public Make Private Figure 6 3 The Undocked Site Map You can select pages in the undocked site map by ticking the tick boxes next to their name or select Check Uncheck All and Affect Children as required From the With Selected drop down list you can choose an action to be applied to all of the selected pages at once This is particularly useful when making your site live or putting a section of the site under construction To re dock the site map click on the Dock icon in the un docked site map or on the Edit Site Page Properties tab TIP The PC keyboard shortcut for undocking the site map is Alt H e Index Page you can select the index page of your site here i e the first page displayed when someone visits the site This is otherwise known as the home page TIP When you first create a new site in MySource a default index page is created called Welcome to Site Name If you delete the automatically created index page be sure to set the new index page Chapter 6 Edit Site Page 38 MySource User Manual e Not Found Page the Not Found Page indicates the page to display if someone requests a page in your site that does not exist You may wish to create a page specifically for this purpose or more typically select your site s home page TIP Search engines only up
6. convention e g if there is a separate design for a products page Position e Page Lineage this shows you where the current page sits in the site hierarchy e Future Page Lineages in a similar way to setting a future status you can specify a future date and time for a page to move from one place in the site to another An example might be a fact sheet page moving from a page called Current to a page called Archive from one week to the next If a future page lineage has already been set the date and time it has been set to change is shown along with a tick box to delete the setting e New Future Page Lineage select a page within your site from the drop down list to be the new parent and set the date and time you would like the page to change lineage Select Commit e Page Descendents this section shows if the page has any sub pages A sub set of the site map appears and you can undock the site map from this screen by clicking on the Undock icon e New Subpages this allows you to add sub pages to the page you are currently editing and works in exactly the same way as creating top level pages in the Site Properties tab of the Edit Site screen which we practiced in Workshop 2 in Chapter 6 Enter the name of your new page in the text box and select the template you want to use for the page you are just about to create from the drop down list Chapter 7 Edit Page Page 55 MySource User Manual Virtu
7. 1 A web surfer connects to the Internet typically through an ISP Internet Service Provider so when a surfer tries to browse a page the request firstly goes via their ISP to the Internet World Wide Web Chapter 2 What is MySource Page 12 MySource User Manual 2 The web server receives the request for the page retrieves it from its file system and sends the requested information back to the web surfer s browser via their ISP 3 The browser program e g Internet Explorer displays this information in the form of a web page TIP If you use a common web publishing tool such as DreamWeaver you edit your website files in your local development environment and then transfer them over to your web server How Browsing a MySource website works If you are using MySource to maintain your website it is installed on the web server computer along with the web server software usually Apache Web Server es EX I soues Web Surfer ISP Internet Web Server 1 When the web server receives the request for the page it requests the page from the MySource system 2 The web server sends the MySource page back to the web surfer s browser Looking at your MySource site via a browser is sometimes referred to as looking at your site at the front end Chapter 2 What is MySource Page 13 MySource User Manual Maintaining Your Site With MySource Web Surfer ISP Internet Web Server MySource User When yo
8. Mote Config Cia Month fear Hour Min Sec a mn Show Ep Ep Doo Allow blank AAA Select box lo e ea ale Textbox fel jejejeje min tsi Of OCC Max beeb pip se Default Figure 14 8 Date and Time Question Fields The fields that are specific to the Date and Time question type are discussed below e Config this drop down allows you to select blank or allow circa If you select allow circa a question will be displayed on your page alongside the date question which has two options blank and circa This allows your user to indicate that the date entered into the main answer is circa rather than a definite date If you select blank from this drop down list no additional drop down list appears next to your date e Format select the format required for the date entered into this question You can choose from the international format dd mm yyyy or the American mm dd yyyy format The following options are available for each option of Day Month Year Hour Minute Second Chapter 14 Custom Form Page 136 MySource User Manual e Show select whether to show this component of the date time e Allow Blank select whether this component of the date time can be left blank e Select Text box these are radio buttons allowing you to choose whether this question appears as a Text or Select box If this is set to Text the user must type in text and if this is set to Se ect the us
9. y Padding Change All y Cell Types Show if Always Show Show if Conditions Customise Saye Cancel Figure 10 2 Edit Table Properties e Width this attribute defines how wide the table is on the page You can enter a value that is either the exact width of the table in pixels or a percentage of the current screen width TIP If you enter a percentage of the current screen width the width of the table will change if the window is resized e Height enter the height of the table in pixels or as a percentage of the current screen height e Background Colour select a background colour to apply to the whole table Click on the star to bring up the colour picker Chapter 10 More on Tables and Formatting Page 80 MySource User Manual e Background Image select an image to use as the background for the table An image must first be attached to this page to allow you to select it from the dropdown e Alignment select from Left Centre or Right to align your table on the page if its width is less than 100 By default tables and cells are aligned to the left e Border this attribute indicates the width of the table border in pixels You can set the value to O to display the table with no border TIP If no border setting is entered newer browsers will display a one pixel border by default e Cell Spacing this attribute defines the amount of space between the cells in the table
10. Appendix 1 HTML Cheatsheat lt HTML gt lt HTML gt Creates an HTML document lt HEAD gt lt HEAD gt Creates the header section containing the title and other information that is nOt displayed on the web page itself of the document lt A HREF NAME gt lt A gt Links to that target location or anchor from elsewhere in the document lt body vlink gt Sets the color of followed links using name or hex value lt DIV ALIGN gt A generic tag used to format large blocks of HTML Also used for stylesheets lt PRE gt lt PRE gt Creates preformatted text lt HI gt lt HI gt Creates a level 1 heading Appendix 1 HTML Cheatsheat Page 186 MySource User Manual HTML Tag lt H6 gt lt H6 gt lt B gt lt B gt lt I gt lt I gt lt TT gt lt TT gt lt CITE gt lt CITE gt lt EM gt lt EM gt lt STRONG gt lt STRONG gt lt FONT SIZE gt lt FONT gt lt FONT COLOR gt lt FONT gt lt IMG SRC NAME gt lt IMG SRC NAME ALIGN gt lt IMG SRC NAME BORDER gt lt HR gt lt HR SIZE gt lt HR WIDTH gt lt HR NOSHADE gt Appendix 1 HTML Cheatsheat Page 187
11. Click Preview to see your page and test the link Workshop 12 Linking to a File that is already attached to another MySource page This workshop takes you through linking to a file that is already attached to another page Now that you have a page that has a file attached to it referred to here as attachment_one we will practice linking to that file from another page If you created more than one test page in Workshop 2 click on the Contents tab of one of those pages now If not create a test page 2 now and click on the Contents tab 1 In your second test page click on the Edit Contents icon to bring up the WYSIWYG editor 2 Type in the text This is a link to download a file attached to test page one and then select the text and click the Insert Link icon 3 This will bring up the Insert URL window as detailed above Chapter 9 All About Links Page 75 MySource User Manual 4 Under the Pages and Files headings find test page one in the Pages drop down list 5 Under the Files drop down list you will see a list of files that are attached to test page one Choose the attachment_one or the name of the file you uploaded 6 Click Insert the sentence will now be a link hover your mouse over it to see the URL 7 Click Save and Commit and then preview to see your page and test the link TIP This is useful if you have many references throughout your site to one particul
12. However this is a little used function in MySource so for the purposes of this manual we will not go into any further detail on Premises and Locations User Export You can use this facility to download a list of all the MySource user accounts that are affiliated with the Organisation you are editing to an Excel CSV or XML file Simply select an Export Type from the drop down list whether or not to show headers that is whether the first row on the exported file should include column names and which fields you want to include in the export and click on Commit The system creates a file for you to download to your hard drive or LAN Chapter 15 The Users System Page 176 MySource User Manual Wizards Tab The Wizards tab displays a list of wizards that have been loaded to your system e Created Accounts view a list of all accounts created in a given period of time e Expired Accounts view a list of all accounts that are due to expire today and in the future e User List view export a list of all expired active locked pending or ALL user accounts Choose from Organisations s Access Group s To run a Wizard simply click on the link next to the name of the Wizard and follow the screen prompts Chapter 15 The Users System Page 177 MySource User Manual Chapter 16 Access Groups In this chapter we discuss MySource Access Groups in depth Access Groups are a group of MySource user accounts and are used for creatin
13. Selectindra CO TDS ASE 98 RaW ATME Cell ID a ea gauss 99 FUG image Cal TYPE iia nda 102 Frame CCU Tecna 105 Nest CoONtent Cel TDS A A ATi 106 Chapter 13 MySource Page TemplateS ooccccccncrcccconancrocannnr rar rr rr 108 selectina a Page Template iaa 108 Forbladen logi PAGS li A 110 P Content Page Template at AE 114 Redirect Page Template ini A 118 Sub Page Listings Template asii 119 Chapter TA CUSO FO Mis 124 CUSTOM FOr Tasa oa 124 ADOUE POS an 125 Contents CUSCOM PROF Minato AA OS PAR 126 FO Mabe lalalala 128 MySource User Manual ODO S Taba tasca 146 FORMAL TA us a id 152 SUBMISSION EOS Tarrasa IS isa 155 Load Save Parameters Taba A 158 Chapter 15 TAS Users Systematic 168 General aia ae on dd 169 Edit USTED OA 171 PGIEOFGaNIS AN od 174 Wizards Tabulador 178 Chapter 16 ACCESS GROUPS On 179 EdICACCESS SOU n 180 ADS a bs lu 181 Page 6 MySource User Manual Workshops Workshop 1 GreatinG a INGW Stein OE 29 Workshop 2 Creating Pages nia 40 Workshop 3 Reordering PAGES amina A a 42 Workshop 4 Moving Pages inside 43 Workshop 5 Adding content tO a PAGE ecceccccsccsseeeerteeeeececnsenteeeeentecggnenettteessssaguas 61 Workshop 6 Copying and Pasting into the WYSIWYG Editor ccccceeseeeeeeeeeeeeeees 64 WOrksnop 7 Inserting Madsen aa 65 Workshop 8 Uploading Attaching a File ccc ccccee cece cece eeeeeee seen ee seeeeeeeeeeeeeeeneeeanaes 68 Workshop 9 Linking to an Internal Page cccccccccc
14. sequence of the pages in your site The new order will be reflected in the Menu Navigation system generated for your site e Site Map this section shows the hierarchical structure of all the pages in your site and allows you to select pages for editing as shown in Figure 6 2 below Chapter 6 Edit Site Page 36 MySource User Manual Diny Site Plezrano at Bd coccarse ace el enooce a Welcome to My Site contents E Home contents Sabido contents a page two contents G page three contents Figure 6 2 Site Map Clicking on the page name takes you to the Page Properties screen for that page Page Properties are discussed in O If you click on a contents link you are taken directly into the Contents tab for that page see Chapter 8 for more on the Contents tab The following icons are at the top of the Site Map Ef Errano ave Clicking on this icon expands the site map so that all sub pages are also shown bd eouarse att Clicking on this icon collapses the site map so only the top level pages are shown Benoe Clicking on this icon undocks the site map and launches it into a new window A very useful feature of the undocked site map is that you can make changes to the status of several pages at once as in Figure 4 1 below Chapter 6 Edit Site Page 37 MySource User Manual Test Site ID 1 E oock El Reorder Main Pages Bg exrano ALL coarse ALL Home E A page one m A page two m A With Selected
15. 3 This will bring up the Insert URL window as detailed above 4 In the URL Info set the Protocol to http 5 In the Link textbox type in www squiz net news 6 Select Yes for a New Window and tick all the checkboxes 7 Click Insert The sentence is now a link hover your mouse over it to see the URL 8 Click Save and Commit 9 Click Preview to see your page and test the link Workshop 11 Linking to a File that you Upload This workshop takes you through linking to a new file that must be uploaded to the MySource system For this workshop you will need to have a doc or pdf file available on your hard drive or accessible on your LAN Local Area Network Chapter 9 All About Links Page 74 MySource User Manual 1 In your test page click on the Edit Contents icon to bring up the WYSIWYG editor 2 Type in the text This is a link to download a file that I am going to firstly upload and then select the text and click the Insert Link icon 3 This will bring up the Insert URL window as detailed above 4 Ensure this site is selected in the Sites drop down list and your homepage is selected in the Pages drop down list 5 Next to New File click the Browse button to find the file that you are going to link to and click the Upload button This will attach the file to this page 6 Click Insert The sentence will now be a link hover your mouse over it to see the URL 6 Click Save and Commit 7
16. AA Duplicate Clicking on the Duplicate icon will create a copy of the site or page as well as any sub pages file attachments site administrators etc This function may take some time to complete particularly if there are many attachments or sub pages A screen prompt is displayed to ensure that you wish to proceed and if you do a progress bar appears giving you an estimate of the time remaining for the duplication process to be completed rr At the very bottom of most screens in MySource you will find the Commit button Click this button to save any changes that you make to the system If you are using Internet Explorer you can use ALT S as a keyboard shortcut Message Window Any changes you make to the MySource system are logged in a window called Messages as shown below 3 Messages Microsoft Internet Explorer Messages Site Test sites created rookie User assigned as site administator for site Test sites DHTML design now allowed on site Test sites Design setto DHTML Standard template pages now allowed on site Test sites Custom Form template pages now allowed on site Test sites Redirect template pages now allowed on site Test sites Pull Contenttemplate pages now allowed on site Test sites Site Test sites is now available to the public Page Welcome to Test sites created Page Welcome to Test site3 is now the index page for site Test sites A 14 53 14 Figure 4 5 The Message
17. Admins Editors and Frontend Page Administrators are shown in Table 3 1 above Chapter 3 MySource Concepts Page 20 MySource User Manual Chapter 4 Getting Started Now that you know a few of the fundamentals you are ready to get started All you need is a connection to the Internet the URL of the site you want to work on e g testsite beta squiz net and a valid login and password to the MySource system Logging In To access the MySource system the first thing you need to do is login To login add the suffix _ edit to the end of the site URL as shown below File Edit View Favorites Tools Help gt x a A P Search Pp Favorites QA Media ES 2 la D de Address http testsite beta squiz net _edit bo Go Figure 4 1 Accessing Your MySource System TIP It doesn t matter what page of your site you are in when you add _edit you will be taken to that particular page in the MySource system Once you have hit enter you will be presented with a login screen as shown below Not currently logged in You must be logged in to proceed Login Password Figure 4 2 The Login Screen When you are logged in successfully you will enter MySource in the Web System either at the Site Properties screen of the site or the Page Properties screen of the page depending on whether you entered the URL of a site or a page These screens are discussed in Chapter 6 and Chapter 7 Chapter 4 Gettin
18. Edit Access Group screen for that Access Group e Site Access Groups a list of all the Site Access Groups for the site that you are editing is shown here e Create New Site Group you can create a new Site Access Group by typing a name into this textbox and hitting Commit The new Site Access Group then appears in the list As for General Access Groups ticking the checkbox next to the Access Group will make it accessible in your site by only the users in this group If you click on the name of the Access Group will take you to the Edit Access Group screen for that Access Group Allowed Usage This section shows a list of all the Site Extensions Page Templates and Site Designs currently defined in your MySource system If you check any item in the list your Site or Page Administrators and Editors can use that item For example if you check the Custom Form page template your Site or Page Administrators and Editors are able to select the Custom Form page template from the Page Template drop down list on the Page Properties screen see Chapter 7 Chapter 6 Edit Site Page 46 MySource User Manual Write Access Permissions This section allows you to define Site Administrators and Site Editors for the site you are currently editing e Site Admins this section displays a list of all Site Administrators for this site For each Site Administrator you can see the ID Login Name Email and Account Status You can click
19. Site Access Group You have now successfully completed Workshop 20 Workshop 23 Building a Member s Area for your Site In this workshop we create a Member s Area for your site Make sure you are in the Site Properties screen for your site 1 Scroll down to the Site Map section and click on the page that you wish to be the Member s Area 2 On the Edit Page screen click on the Security tab and go to the Read Access Grants section as shown in Figure 16 5 below Chapter 16 Access Groups Page 183 MySource User Manual Read Access Grants Public m Gen Access Groups O All Users Site Access Groups FJ Rookie Access Group Front end Page Editors Noone New Front end Editor login email Figure 16 5 Read Access Grants TIP The Access Groups created in the previous workshop appear in the Site Access Groups section 3 Uncheck the Public checkbox and check the General Access and Site Access Groups to whom you wish to give access to your Member s Area 4 Click on Commit 5 Click on the Preview icon to test your Member s Area 6 If you are not a member of the Access Group who has access to the page the login screen is displayed Chapter 16 Access Groups Page 184 MySource User Manual a memper of tl 7 Login as a member of the Access Group who has access to the page and the Member s Area page is shown Chapter 16 Access Groups Page 185 MySource User Manual
20. Tot required Answer Column Width oo Not required Section Index pnn 2 Po show Question Index labo E E show Submit Button Text Submit Reset Button Text Leave blank for no reset button Back Button Text Only applicable if this form is paginabed Next Button Text Submit button text will be used if this is left blank Form Section I Section Tithe Section Note Section Order a More Questions No z Text Bow liyou can change the types later if you like Form New Section Title Form Rules New Rule mi Note On questions that may have multiple answers greater han and fess han refer to the number of answers not the answers themselves Figure 14 3 The Form Builder This page is used to build the contents of your form and the questions it contains It has three main sections e Form Details e Form Sections e Form Rules Chapter 14 Custom Form Page 127 MySource User Manual We will now go through each of these sections in detail Details This section defines the general details for your form e Form Title enter a title in this field and tick the Show box to print the title at the top of your form e Form Alignment this option determines the alignment of the form on the page left right or centre e Question Column Width this optional field allows you to set the width of the question column The width can be expressed in pixels numerals with no
21. adding a suffix for example If you use the name of an existing account it will be overwritten e Download type in the name of the file to which to download your settings TIP MySource saves your settings using this filename and the suffix param Chapter 14 Custom Form Page 159 MySource User Manual When you click on the Commit button you will be prompted to specify whether you want to open the file or save it If you select Save you are prompted to select the directory into which the file is saved Click Save to save the settings e Include as you can see in Figure 14 23 Save Parameters above a checkbox exists for every section of every tab on your form Tick the box to save the specified section of settings from your form Workshop 20 Defining a Simple Form This workshop takes you through the process of creating a simple Contact Us form which contains eight simple questions The Contact Us form will have a simple layout and we will not use the Format tab during this workshop The Contact Us form we will create is as follows CEontact Ha Te atk a quesbon or request more mfecmaten imply fill in tha Foren bakas and one of aur staf vall contact you ASAP Contact Lis E robes tener y ed Pinme Morm n king Ennai l merman gue mat Company Phan Country Australia Comments How did you hiar about os O Search Engine C Word of Mouth Trade Show Llicotrer Woubd po
22. ae 1 fan x 2000 Ye 1 Elfan x 2000 Export Type csv r Show Headers no y Only relevant for CSV export Show Fields V Log ID M Submission Time M User M Name M Address M Phone Number Y Email Address Y Date of Birth 7 A A AS History ID Submission Time User Delete 3 01 Dec 2003 12 52 rookie user M View Log 2 01 Dec 2003 12 51 rookie user M View Log 1 01 Dec 2003 12 42 rookie user M View Log Individual Log Log Submission Time Ober 20o te 52 Submitted By rookie user Answers 1 Name John Smith 2 Address 20 Main St Sydney 3 Phone Number 9455 5555 4 Email Address jsmith mail com 5 Date of Birth 1 January 0000 Commit Figure 14 21 Submission Logs Tab Chapter 14 Custom Form Page 154 MySource User Manual Export e From To select the To and From dates that define the period for the submissions to be included in the export Leave the From date blank if you want to include all Submissions e Export Type select the format of export file to be created CSV is a comma separated file which you can then open up in Microsoft Excel or a similar spreadsheet program XML will export your data into a format that is readable by a number of other XML compliant applications e Show Headers this option is only relevant for an export to CSV format Set this option to Yes to give the columns of information in the CSV file headers describing the contents of the column Set
23. at the end of this chapter The User System can be accessed at any time by clicking the Users icon in the MySource navigation bar You will be taken to the User System screen which has two tabs as shown in Figure 15 1 below gt MySource lf i Users bgt Web F config Available Extensions 04 Nov 2003 13 19 a Active User liza coventry Active Organisation Department 1 User System FA General M wizards My Site H users Find po login email name Only unaffiliated users Create New User login EN Organisations Divisions Categories Tree Faworld ie Department 1 Lf sub Deparment 1 EN Department 2 New Global organisation name Mr Locations Find Suburb Town State Province Post Zip Code any Country Ji Figure 15 1 Users System Screen Chapter 15 The Users System Page 167 MySource User Manual TIP Only Super Users and User Masters are able to access the User System Webmasters and Site Page Admins and Editors do not have access to the Users tab General Tab The User System General tab consists of three main sections e Users e Organisations Divisions Categories e Locations i Users You can either search for an existing MySource User or create a new MySource User account in this section e Find enter the login email address or name in full or in part of an existing MySource User and click the Find User icon TIP You can see all users by hitt
24. button next to the Overwrite option and browse your hard drive or LAN for the updated version of the file you want to overwrite within MySource 5 The file name and any keywords or description that you entered for the original file will be kept ARETES META Available Extensions EAF n My Site gt Home EJ Edit File Home ID 23 Page Properties Internationalisation Attachments Metadata E security M wizards E contents standard A par_document pdf E New File pdf_document pdf Overwrite Browse hove to page l Home 4 Filename pdf_document pdf Figure 11 3 Edit File Existing File 6 Edit any of the details of the file you want to change and Commit your changes 7 The contents of the file itself have now been overwritten and the Last Updated details are updated 8 Click Preview to see your changes Test the link to the file on your page to make sure it opens the updated version of the file TIP When you preview the new file if you still see the older version try refreshing the page by clicking on the Refresh button in the browser window The keyboard shortcut for refresh is Shift F5 You have now successfully completed Workshop 18 Chapter 11 Attachments Page 97 MySource User Manual Chapter 12 MySource Cell Types So far we have been adding content to pages using the WYSIWYG editing interface which is the most commonly used method However the WYSIWYG functionality is onl
25. can define them either at the Web System or Site level and grant access to them at the Site and Page level e Web System Level you can define General Access Groups on the Web System Security tab which you can use to grant access for any site or page in your MySource system e Site Level you can define Site Access Groups on the Security tab for a particular site which can be used to grant access to pages within that site You can also grant access to a General Access Group at the site level TIP Granting an Access Group access at the Site level allows that group of users access to every page in the site You do not need to grant access to individual pages e Page Level you can grant access to either a General Access Group or Site Access Groups on the Security tab for a particular page Write Access Write access is granted at the System Site and Page level e System Level you specify which users are Super Users Web Masters and User Masters at the System level on the Config tab Chapter 3 MySource Concepts Page 19 MySource User Manual e Site Level on the Security tab at the Site level you can specify which users are Site Administrators and Site Editors for that particular site e Page Level on the Security tab at the Page level you can specify which users are Page Administrator Page Editor and Frontend Page Editors for that particular page The tasks which can be performed by Site Admins Editors Page
26. chapter 4 At the very bottom of the Site Properties screen enter the URL for the new site e g www mysite com testsite and click the Commit button TIP You must enter the full URL including your website URL 5 Click on the Web icon again to get back to the Web System screen and the new site is now listed along with a link to preview it You have now successfully completed Workshop 1 Chapter 5 The Web System Page 29 MySource User Manual Security The Security tab is shown in the diagram below rookie user gt MySource fi Users A Web F config Available Extensions 98 Oct 2003 14 53 m ka Web System sites security E Designs M wizards My Site Read Access Gen Access Groups ID Access Group 3 All Users New General Group Commit Figure 5 2 Web System Security Tab The Security tab within the Web System contains a list of all current General Access Groups that have been created for your MySource system General Access Groups can be used to grant read access for any site you have defined within MySource Read Access e Gen Access Groups the ID and the Access Group Name are shown for each General Access Group defined Clicking on the name of a General Access Group will take you to the Edit Access Group screen for that Access Group e New General Group type the name into the text box and click on the Commit button You will be taken to the Edit Access Group screen Acces
27. content so you will be able to see the results when you preview the page If you are selecting a page that contains sub pages and want them to be emulated here click Emulate Subpages For the purposes of this exercise ignore the remaining options Commit your changes check your site map and click preview to see the pull content page in your site Now go back to the Contents Pull Content tab and click on the Edit the contents of the pulled page link You are then taken to the Content tab of the pulled page Make an obvious change to this page and select Commit Again preview both your test pull content page and your pulled page The change is reflected on both pages but you have only had to make the change in one place You have now successfully completed Workshop 19 Chapter 13 MySource Page Templates Page 116 MySource User Manual Redirect Page Template This template allows you to forward traffic from this page to another page either within your MySource site or to an external site The Redirect template is shown below in Figure 13 4 Rookie gt MySource fi Users web F config Available Extensions Y Eon Test Site gt page three Redirect v1 5 3 page three ID 6 Page Properties Internationalisation Attachments Metadata Security Wizards El Contents Redirect Settings Site H THIS SITE Test Site Page H Home Extra URL Info H o or URL El o Pop up a
28. drop down list Click Commit to add the questions For Question I a set the Auto Answer drop down list to User s Name to automatically place the user s name in this field Set the Special Information drop down list to User s Name to flag the answer to this question as a user name this will appear in the Recipient Email that you receive Change the Title to Name Leave all other settings for Question I a as they are For Question I b set the Auto Answer drop down list to User s Email Set the Special Information drop down list to User s Email Change the Field Type drop down list from Text Box to Email Address Change the Title to Email Leave all other settings for Question I b as they are For Question I c change the Title to Company Leave all other settings for Question I c as they are For Question I d change the Title to Phone Leave all other settings for Question I d as they are Chapter 14 Custom Form Page 161 MySource User Manual 17 For Question I e change the Field Type drop down list from Text Box to Country Change the Title to Country Leave all other settings for Question I e as they are 18 For Question I f change the Title to Comments Set the Width Height and Maximum Length to be 90 7 and 3000 respectively Leave all other settings for
29. if you have temporary staff and want their account to expire when their employment with your company ceases When a new user account is created their Web Status is set to Active by default However if that user attempts to login to MySource using an incorrect password more than three times the system will automatically set their Web Status to Locked This number three is the default setting and can be changed in the Config tab Towards the top of the screen on the right hand side you will see two icons e Clicking on the icon displays a new window where you can search for another MySource user account Chapter 15 The Users System Page 172 MySource User Manual e Clicking on the Ei icon deletes the user you are currently editing This is irreversible so please use caution when deleting a MySource user account Affiliated Organisations This section lists any Organisations with which this user is affiliated e Title Textbox the text in this textbox is the Title of the User within that Organisation this is the link between the two components e Delete you can delete the affiliation between the User and the Organisation by ticking this checkbox and clicking Commit Create New Affiliation You can make the User you are editing a member of an Organisation i e create an Affiliation by entering the following information e Title enter a title for the user in these Organisations in the textbox e Select Organis
30. interface is not available More commonly this cell type is used to embed multimedia files to the page MySource supports most file types but common examples include Chapter 12 MySource Cell Types Page 102 MySource User Manual e Word Docs el PDFs e ZIP Files e Excel Files e Shockwave Files e JPEGs e MOV Quicktime Movies e SWF Flash Files If the Cell Type is set to File Image when you select the Edit Contents icon the editing interface shown in Figure 12 4 below is displayed Yes ifthe file is embeddable b Figure 12 4 File Image Editing Interface e New File Image click the New button to upload a new file to this page e Existing File Image you can select a file that is already attached to this page to insert in this cell by selecting it from the drop down list or entering the File ID into the text box Chapter 12 MySource Cell Types Page 103 MySource User Manual TIP If the file is a Word document PDF or Excel file a link to the file the size of the file and the date it was last updated will be inserted in your page mbed Object select Yes to embed the file in the page if it is an embeddable file type e g Flash or MIDI files TIP If public access is restricted to a page wmv asf and asx files cannot run as embedded files since MySource cannot check the permissions of these file types e Embed Options you can specify the visible size of the embedded fil
31. linked page Chapter 12 MySource Cell Types Page 106 MySource User Manual Chapter 13 MySource Page Templates All pages in MySource must use a page template which determines the functional properties of the page Up until now we have been adding content to pages using the Standard page template which is the most common and easy to use However there are several other page templates available as part of the core MySource system The core page templates in MySource v2 8 and above are e Custom Form e Forbidden login page e Frames e Metadata Harvest Control List e Pull Content e Redirect e Standard e Sub Page Listings In this chapter we will go through the Forbidden Pull Content Redirect and Sub Page Listing templates The Custom Form template is more complex and will be covered in more detail in Chapter 14 Frames are not generally used any more and the Metadata Harvest Control List is a very specialised template and these template types will not be explained further in this manual Selecting a Page Template You can either select the page template you want to use when you first create a new page or sub page or you can change the template of an existing page from one type to another on the Page Properties tab under the Identification section as shown in Figure 13 1 below TIP Please note that if you change the page template you will lose any existing content on that page Chapter 13 MySource Page Templates
32. notified by email whenever a Page Editor changes the status of a page from Under Construction to Apply for Approval Chapter 7 Edit Page Page 58 MySource User Manual e New Administrator you can make an existing MySource user a new Site Administrator here Type the login or email address of the MySource user that you want to make a Page Administrator for this page into the textbox e Page Editors this section shows a list of all Page Editors for this page It is the same as the Page Administrator list except for the Email Function which is not provided for Page Editors e New Editor this section works in exactly the same way as the New Admin section described above Wizards These are useful reports and tools that apply to each individual page in your site The Edit Page Wizards tab is shown in below gt MySource ff Users M veb config Available Extensions 29 Oct Sf esata gat i est site gt page 1 Edit Page page 1 ID 78 Page Properties Internationalisation Attachments Metadata Security wizards B contents Standard IE La a Country Of Origin View a table of the countries that visitors are from Detailed Hit Report View a graph of hits visits and unique users for a given period of time Link Report Show a report on the status of all links in all pages or subpages Moderate Hit Report View a graph of hits visits and unique users for a given period of time Most Downloaded Files View a t
33. on the Name to display the Edit Users screen to edit the details of that user see page 171 for more on the Edit Users screen If an email address has been entered you can click on the address to email that person directly You can tick the checkbox to delete this Site Administrator s write access permissions TIP Ticking this checkbox does not delete that user s MySource account you are merely demoting someone from being a Site Administrator Tick the Email checkbox to notify the Site Admininistrator whenever a Site or Page Editor changes the status of a page from Under Construction to Apply for Approval see Chapter 7 for more on Page Status e New Admin use this textbox to create a new Site Administrator TIP To create a new Site Administrator a MySource user account must be created first Creating MySource user accounts is covered in detail in Chapter 15 Type the login or email address of the MySource user that you want to make a Site Administrator into the textbox and click on Commit e Site Editors this section displays a list of all Site Editors for this site The information is the same shown for Site Administrators except for the Email Function that is provided for Site Editors Chapter 6 Edit Site Page 47 MySource User Manual e New Editor this section works in the same way as the New Admin section described above Site Search The Site Search tab allows you to search f
34. only have to update the News page TIP The Nest Content cell type nests another page into a single cell on your page Use the Pull Content page template to pull another page into a full page Chapter 12 MySource Cell Types Page 105 MySource User Manual If the Cel Type is set to Nest Content when you select Edit Contents icon the editing interface shown in Figure 12 6 below is displayed Hest Contents Properties Mest y Page Subrnit de Global Variables Po Enter the variables to submit as KEV VALUE pairs Then select the method you want these variables passed to the Nest Content page keep internal links inthis page No Save Cancel Figure 12 6 Nest Content Interface e Nest Page select the page from your site that you want to nest into this cell from the drop down list e Submit Variables enter the variables to be submitted to this page as KEY VALUE pairs Enter each KEY VALUE pair on a new line You must also select the method by which these variables should be passed to the nested page in the drop down list on the right hand side Select from Global GET POST GET POST or SESSION e Keep Internal Links in this page if you select Yes when a user clicks on a link in the nested content the linked page is also displayed as nested content of this page If you select No in this drop down list when a user clicks on a link in the nested content the user is taken to the
35. the width of the text box question on your page This is measured in characters e Height you can specify that this is a multi line text box question by entering a value of more than 1 in this field If you specify a value of 1 this is a single line text box question e Maximum Length enter a limit for the number of characters that can be typed into this text box question on your page e Extra this field allows you to enter an additional HTML parameter for your text question For example you may wish to specify class smallprint to reference a style from your stylesheet please note this is fairly advanced and requires knowledge of HTML Chapter 14 Custom Form Page 133 MySource User Manual Drop Down List Box Question Fields The fields that are required for a Dropdown List Box question type are shown in the diagram below E Mo Auto answer E No Special Information Ej Dropdown List Box al Order f1 Remove 7 fentire question Title Question I a Mote T Options One option per line You may separate values and labels by a colon e g NSW New South Wales Default Multiple D Allowed Width 30 Height 1 Figure 14 6 Dropdown List Box fields Default Width Height were discussed in the previous section for the Text Box question type The fields that are specific to the Dropdown List Box question type are discussed below e Options enter each option availabl
36. this into practice The different types of links we practice are as follows e External link e g to an external website or email address e Internal link to something within your MySource site including Toa file that is already attached to a MySource page To anew file that you must first upload Toa specific place on a page within your MySource site an anchor link To understand the different processes involved in creating each type of link it is important that you understand all the options that appear in the Insert URL window as shown below Chapter 9 All About Links Page 70 MySource User Manual A Insert URL Web Page Dialog WAL Info Protocol Link Anchor Pages and Files Sites ITHIS SITE site 2 Pages rte Files New File Biri Upload Anchors on Curent Page Anchors Options Status Bar Text New window Ho E Hew Window Options PF Tool Bar l MenuBars Fo Location Bar T Status Bar FP SerollBars T Resizable Sie wie hl Figure 9 1 Insert URL window URL Info This section is used if you want to link to a destination external to your MySource site e Protocol select the protocol from the following options http Used to create a link to a web page with a normal connection https Used to create a link to a web page with a secure connection using SSL ftp Used to create a link to an ftp server mailto Used to create a link to an ema
37. to save your export file Chapter 14 Custom Form Page 156 MySource User Manual Load Save Parameters Tab The Load Save Parameters tab allows you to save the settings for your custom form to a file with file extension param You can then upload this file to the load save parameters tab of another custom form page template TIP This can be used to copy forms across separate MySource systems or if you have several forms that are similar you can change specific sections of the form once and upload them to the other forms You can save your parameters either internally within MySource this is referred to as loading saving to an account or to an external file this is referred to as loading downloading Load Parameters The Load section of this tab is shown in the diagram below Chapter 14 Custom Form Page 157 MySource User Manual mMysource fi users BR Wels 7 nf Available Extensi na My Site gt Custom farm page El Custom Form v2 24 Custom form page 1D 82 Page Properties Internabionalisatior a Attachments Metadata a Security wizards Bl contents Custom Form E Form E Formar E options E submission Logs E Load Save Parameters Load Save Parameters Load Parameters Note Lise this sectlon to Import all the settings and Information for this page fram varlous sources Friar From Account Select a previously saved parameter configuration a Uod Browse Include Form F
38. user Click the Customise button and select the organisation for which you will specify the special user data conditions Firstly the user must be affiliated with this organisation for the table to be displayed A list of any special user data fields of type Drop Down List Box or Tickbox List will be shown along with the allowed values You can then select And from the drop down list and check the values that must all be checked for the user in order for the table to be displayed You can also select Or and the check the values any one of which must be checked for the user in order for the table to be displayed Site Admin the table will only appear on your page if a user is an administrator for this site Site Write Access the table will only appear on your page if a user is an administrator or editor for this site TIP Other options specific to the modules you have loaded in your system may appear in the drop down list e Show if Conditions these are the conditions that apply to the Show If type selected They apply to the Show If types Access Groups and Show if special user data Deleting a Table To delete a table click on the Edit Table Properties icon of that table and in the Edit Table Properties window click on the Delete icon Ed as shown in Figure 10 2 above Chapter 10 More on Tables and Formatting Page 82 MySource User Manual Duplicating a Table To duplicate a table click
39. user has a MySource account and is logged in If you select No Auto Answer the question will appear blank e Special Information the Special Information field is a flag to MySource that the answer to this question has a special meaning It can have the following values User s Name Firstname Surname Email if one of these types is chosen for a question the answers are used in the From field for the Recipient Email which is sent when the user clicks Submit Recipient email is discussed in the Options tab later in this chapter TIP You should set a User s Name for a single field or a User s Firstname and Surname field if you are asking separate questions for this information Chapter 14 Custom Form Page 131 MySource User Manual TIP If you have not created questions set as special information or the user leaves these fields blank the values in the Recipient Email will default to the webmaster details that have been set in the Config tab Send a note to these friends email addresses an email will be sent to each of the email addresses entered into this field The details for the email sent are defined on the Options tab in the Send to Friends Options section which is described later in this chapter e Field Type this drop down list indicates the type of question field In Figure 14 4 above this is a Text Box question You can change the type of your question by selecting a new item from t
40. value Enter the value that the answer must be greater than into the Value field Be less than select this option to specify that the answer must be less than a particular value Enter the value that the answer must be less than into the Value field Match the extended regexp select this option to specify that the answer must match this regular expression Enter the value that the answer must be equal to into the Value field TIP A regular expression allows you to define a pattern which the answer must match for example you could specify apples to specify that the answer may contain any number of characters followed by the string apples e Default Description this field shows you the description that is displayed if a user s input does not comply with any of the rules The default description is of the format Rule Broken Q a Question Name must must not match rule For example in Figure 14 13 above the default description is Rule Broken Question I a must be answered Chapter 14 Custom Form Page 142 MySource User Manual e Alt Desc this field allows you to provide an alternative description to be used instead of the default description shown above Enter the new description into the field Selective Emails If you have a question which is of the type Dropdown List Box or Tickbox List the following section will be displayed at the bottom of the Form tab Selective Em
41. 5 and Vertical Alignment to Top In the Cell Properties window for R6 C1 set Colspan to 2 and Vertical Alignment to Top Repeat this step for R6 C3 In the Cell Properties window for R7 C1 set Co span to 4 Alignment to Centre and Vertical Alignment to Top Chapter 14 Custom Form Page 164 MySource User Manual Keyword Replacements For the following steps click on the Cell Contents icon of the specified cell and paste the specified replacement keyword in the WYSIWYG editor Click Save to exit the WYSIWYG editor TIP You may need to refer to your form print out to find the question numbers 11 For R1 C1 paste the replacement keyword section_1_title section_1_note TIP You can also copy and paste the keyword replacements from the list at the top of the page Select the keyword replacements and click on the Bo d icon E to make the text bold and click on the Text Colour la icon to set its colour to white 12 For R2 C1 paste the replacement keyword section_1_question_1_title 13 For R2 C2 paste the replacement keyword section_1_question_1_answer 14 For R2 C3 paste the replacement keyword section_1_question_2_title 15 For R2 C4 paste the replacement keyword section_1_question_2_answer 16 For R3 C1 paste the replacement keyword section_1_question_3_title 17 For R3 C2 paste the replacement keyword section_1_question_3_ans
42. 6 MySource User Manual gt MySource Users h web 4 config Available Extensions o ae 1 Test site gt page 1 Edit Page page 1 1D 78 Page Properties E Internationalisation J attachments E metadata E security MM wizards E contents Standard oR ur an Read Access Grants Public M Gen Access Groups O All Users Site Access Groups FJ All Test Site Users Front end Page Editors ID Login Name Email Account Status Delete 4 rookie rookie user rookie squiz net Active E New Front end Editor login email Write Access Permissions Page Administrators ID Login Name Email Account Status Delete Email 4 rookie rookie user rookie squiz net Active E M New Administrator login email Page Editors Noone New Editor login email Commit Figure 7 2 Edit Page Security tab Read Access Grants e Public ticking this checkbox allows the web surfing public to see this page of your site If this checkbox is not ticked you should tick the checkbox of the Access Group or Groups to which you want to give access LA TIP You can create a Member s Area by using this feature See Chapter 16 and Workshop 23 for more details Chapter 7 Edit Page Page 57 MySource User Manual e Gen Access Groups this section shows a list of General Access Groups in your MySource system To give access to a General Access Group select the checkbox e Site Acces
43. AySource Documentation User Manual MySource v2 8 MySource User Manual Chapter 1 Chapter 2 Chapter 3 Chapter 4 Chapter 5 Chapter 6 Chapter 7 Chapter 8 Chapter 9 Chapter 10 Chapter 11 Chapter 12 Chapter 13 Chapter 14 Chapter 15 Chapter 16 Contents Overview o A TN 9 Whats MYSOULrCe ati a 12 MySource CONCEP aaie a le E aan sees 15 Gwn Sta ed ira r O sidra 21 INE WebSVN 27 Edit MO di rE 33 ERAS oa a A A 49 CONTO orinando od 60 AM ABDOUC LINKS oinen narai cola 70 More on Tables and Formatting cccccccccccnncccnnnccnncnannn nr ran 79 AICE S adn laca aa 91 MySource Cell TY DCS add 98 MySource Page Template cccccccecsseeeeeeeeesccesseeetteeeeeesegunaatneseeegs 108 CUSTOM O as 124 TR USES SS Ma aa as 168 ACCESS GIOUDS sata AA 179 Page 2 MySource User Manual Full Contents Chapter 1 A A 9 Who Should redd this Mandalas 9 What this Manual COVES rasa E E A iar 9 What you need before YOu start ssssssssssssrsrrerrrsnrrrnrrnrnrnnnnrnrnnrnrnrunrrrurrnrnne 10 SYSE Re quire Mentes ios A a 10 Chapter 2 Whats MY SOUrCe aia A A 12 MySource Web Servers and the Internet 0 occccccccccnncnnnnnccrrcca rn 12 Maintaining Your Site With MySOUFCO occccccccnccnncccnnncc nana 14 Chapter 3 MYSOUrCE Conc Susi 15 How MySource Displays a Page oocccoccccccccccnnrroncno narra 15 MySource Coreana Modules aa 16 MySource Users and Administrative Levels 0 oocccccccccnc
44. Enter a pixel value for the desired amount of cell spacing e Cell Padding this attribute defines the amount of space between the edges of the cells and the contents of the cell Enter a pixel value for the desired amount of cell padding e Change All Cell Types this attribute defines the default cell type for all cells within the table e Show if Conditions these conditions dictate the pre requisites for the table to be displayed on the page By default this is set to Always Show which means the table appears on your page The other conditions in the drop down list are Access Groups if you click the Customise button you can choose from a list of Access Groups to specify that the table only appears on your page if the user is logged in and is a member of this Access Group Logged In the table will only appear on your page if a user is logged in to your site Page Admin the table will only appear on your page if a user is an administrator for this page Chapter 10 More on Tables and Formatting Page 81 MySource User Manual Page Write Access the table will only appear on your page if a user is an administrator or editor for this page Show if special user data you can set up additional data fields to be entered for your users in the Special User Data tab of the Users area If this option is selected you can specify criteria for displaying the page based on the special user data of the current
45. Horizontal Dividers select Yes from this drop down list to display a Horizontal rule a thin grey line separating each row of listings e Show Vertical Dividers select Yes from this drop down list to display a vertical rule separating the page copy for each page e Subpage s Per Row enter how many listings are to appear per row TIP 1f you leave this field blank or set it to zero MySource will display the page copy for each of your sub pages in one row The page copy will be wrapped at a width allowing all the sub pages to appear on one row so if you choose this option and you have many sub pages you should keep your copy short Chapter 13 MySource Page Templates Page 121 MySource User Manual Subpage s Per Page enter how many listings are to appear per page If there are more sub pages than you specify here a Next and Previous link automatically appear to allow you to navigate between sets of listings Subpage Listing Position as described above this setting dictates where the sub page listings appear above or below the Bodycopy of the page or as a keyword replacement in the Bodycopy Link Colour you can set a different link colour from that set in the style sheet here If you have set a link colour a tick appears in the box to the right of this field Have Anchors set this drop down list to Yes to create anchors in the HTML of your page for each sub page You can then include references to the anch
46. Mone Commit Figure 16 1 Edit Access Group Screen Chapter 16 Access Groups Page 179 MySource User Manual Attributes Scope this indicates whether this is a General Access Group or a Site Access Group If this is a General Access Group the scope is shown as General If this is a Site Access Group the name and ID of the site to which the access group applies is shown Name the name of the Access Group is shown in this text box Edit the text to change the name Description enter your description for the Access Group in this text box This is for your own internal use only and does not affect the way Access Groups function User Memberships Add Users to adding existing MySource Users to an access group type either their login or email address into the text box TIP If you have already created an Organisation containing the appropriate list of users you can add this to the access group instead of typing them all in individually Organisation Memberships are discussed below Current Users a list of all the MySource Users that are members of this Access Group is shown here Clicking on the name of the user takes you to the Edit User screen for that User see Chapter 16 Organisation Memberships Add Organisations you can add an Organisation to your Access Group as well as individual Users When an Organisation is added to an Access Group all the Users that are affiliated with that Organisation bec
47. MySource User Manual What you need before you start It is assumed you have a fully installed and operational MySource system that you can access via a valid login and password a connection to the Internet and a recent version of a web browser such as Internet Explorer 5 5 System Requirements MySource has been optimised to operate on a PC running Internet Explorer version 5 5 or above MySource can be operated using an older version of Internet Explorer or on a Macintosh or Linux environment however the WYSIWYG editor will not be available for use when editing content TIP Please note that content managed by MySource can be viewed by users with older web browsers on any of the major platforms just not edited using the WYSIWYG editor Table 1 1 below shows which operating systems and browsers can be used for editing in MySource Chapter 1 Introduction Page 10 MySource User Manual Operating System Windows Apple NT 2000 of lt P O59 7 05 Browser Version Ae A br AI Full Support Not Supported Not Supported or above dos Limited Support Limited Support Not Supported or below A Netscape PTS Limited Support Limited Support Limited Support or above Version 1 0 5 mozilla hey Limited Support Limited Support Limited Support or above Table 1 1 MySource Supported Operating Systems and Browsers Key Full Support Access to the full MySource System Limited Support Access to the MySource Sys
48. Page 107 MySource User Manual Identification Mame El Home Short Name H Home Showin Menu El I SSL Encryption E Image El No Images Attached to Page Only useful f needed by design Description El Used for META tags Keywords El Custom Form Forbidden login page Frames Metadata Harvest Control List E Pull Content Process and pedirect Used for META EE Sub Page Listings Standard Template El Thumbnail El Browse Max 100 x 100 Preview tan Figure 13 1 Changing the Page Template TIP You may see more templates in the drop down list depending on the modules that have been installed in your system as different modules include different template types Chapter 13 MySource Page Templates Page 108 MySource User Manual TIP When you change template type and click on Commit the Contents tab displays the name of the previous template type until you click on the Contents tab Forbidden login page This template is used to define the page displayed when users log in and log out The Forbidden login page template screen is shown in Figure 13 2 Forbidden Page below Chapter 13 MySource Page Templates Page 109 MySource User Manual gt MySource fi Users web config Available Extensions 5 03 Nov 2003 Pena il Test Site gt page three El Forbidden login page v1 0 8 page three ID 6 Page Properties Internationalisation At
49. Popup Window Options New Window Width New Window Height Show Toolbar ves E Show Menubar ves El Show Status Bar ves E Show Scroll Bar ves E Show Location Bar ves Allow Resizing of Window Yes Page Exclusions Exclude Page Types I Live I SafeEditing but Live FT Pending Approval D Under Construction I Disabled I Archived T Up for Review Selected page types will be excluded from the sub page listing Exclude Specific Sub Pages Figure 13 5 Sub Page Listing Contents Chapter 13 MySource Page Templates Page 119 MySource User Manual Format There are two copies to be set for a Sub Page Listings page e Body Copy this allows you to define the copy to appear at the top or bottom of each sub page listing which can include both text and images You can specify where your copy appears on the page by setting the Subpage Listing Position drop down list in the Display Options section If Subpage Listing Position is set to Above Below Body Copy the listing of the sub pages appears above or below this body copy In this case you do not need to use the subpage_list keyword replacement If you want to put copy both above and below the sub page listing you can use the subpage_list to indicate the position for the list within the copy You must then set Subpage Listing Position to Keyword Replace in Body Copy You can also use the keyword replacement page_count
50. Starting with the form created in the previous workshop 1 Preview the page and print it out Number the questions from 1 8 on the print out Chapter 14 Custom Form Page 163 MySource User Manual Zs Now go to the Format tab and create a table with 4 columns 7 rows and 100 width Click on Save followed by Commit and a 4x7 table is shown on your page We will firstly set up the correct structure background colours widths etc and then set up the keyword replacement fields to reference the components of the form Form Structure 10 Click on the Table Properties icon En and set Background Colour to 000000 Alignment to Centre Cell Spacing to 1 and Cell Padding to 4 Click on Save followed by Commit Click on the Row Properties icon Ey for Row 2 and set Background Colour to d3d3d3 Click Save followed by Commit Repeat this step for Rows 3 7 inclusive Click on the Cell Properties icon El for row 1 column 1 R1 C1 Set Co span to 4 Background Colour to 708090 Alignment to Centre and Vertical Alignment to Top In the Cell Properties window for the following cells set Width to 25 and Vertical 1 Alignment to Top Row 2 C1 C4 Row 3 C1 C4 Row 4 C1 In the Cell Properties window for R4 C2 set Co span to 3 Alignment to Centre and Vertical Alignment to Top In the Cell Properties window for Row 5 C1 C4 set Width to 2
51. able structure just as you do for the body copy of a standard page and then use keyword replacements to reference all of the elements of your form i e questions section titles etc using the WYSIWYG editor TIP You do not have to use the format tab when creating a form Whilst you can achieve greater control of the layout of your form it can take you considerably longer to set up the form The Format tab is shown in the diagram below gt MySource fi Users bgt Web F config Available Extensions l 27 Nov 2003 eit Test Site gt form El Custom Form v2 24 form2 ID 8 Page Properties Internationalisation Attachments Metadata Ei Security Wizards Contents Custom Form Form Format Options Submission Logs Load Save Parameters Format Mote El You can use this bodycopy to format the custom form using keyword replacements The keywords you can use are Sotarm tithe The title of the form tesection_1 index The unique index of section 1 tosection_1 title a The title of section 1 Gasectian i motes The note assigned to section 1 Gosectian i question i index The unique index of question 1 in section 1 tesectio n_1 question _i title The title of question 1 in section 1 tesection_1 question _1 noted The note assigned to question 1 in section 1 esection_1 question_1_ answer The answer field eg textbox of question 1 in section 1 tesection_1 question_1 answer_text9w The value of the text in the answer field o
52. able of the most download file attachments Most Visited Pages View a table of the most visited pages or subpages Page Referers View a table of the pages that were viewed prior to this page Simple Hit Report View a table of page hits and running totals for all pages or subpages Extract Keywords Extract the keywords for all pages in your site or subpages Replace Bodycopy Replace some text with some other text for all page types that use parameters and their subpages Content System Integrity Checks the integrity of the MySource system Update Virtual Paths Changes all the virtual paths in the given site to either the page name or page short name Tailored ISC View Report View when a user last accessed a page Figure 7 3 Edit Page Wizards To use the wizards simply click on the description of the wizard you want to use and follow the prompts Chapter 7 Edit Page Page 59 MySource User Manual Chapter 8 Content This chapter discusses the Edit Page Contents tab for a page created with the Standard page template other page templates are covered in Chapter 13 and Chapter 14 The Contents tab is where you enter the body of your page and the workshops in this chapter teach you how to add text and images and how to upload a file using the WYSIWYG What You See Is What You Get cell type an interface that allows you to enter content in a similar way to a word processing program You also practice copying and pasting text f
53. address entered is automatically verified only alpha numeric characters and are acceptable and it must contain the character Country this question type is a pull down list containing a pre existing list of country names Login Username this question type is a text entry field that can be used for login or user names The validity of a login name entered is automatically verified only alphanumeric characters are acceptable Password this question type is a text entry field that allows users to enter passwords and displays this to the user as Hidden Field this field type is used for passing information between forms and is an advanced HTML concept requiring knowledge of scripting We will not go into any more detail here Chapter 14 Custom Form Page 130 MySource User Manual You will be presented with different editing options depending on the type of question you select However there are several fields that are common to all question types and are shown in Figure 14 4 below Common Question Fields Question 1 a E No Auto answer las Mo Special Information Text Box Order f1 Remove fentire question Title Question I a Mote Figure 14 4 Common Question Fields e Auto Answer this field allows you to choose from a number of values to be automatically filled in for example User s Name User s Email Address MySource can only do this if the
54. ails Selective Emails O 1 a Question 1 a sales El Po 7 Sales lsales squiz net ss ssi sSOSSSCSCS Technical ftechnical squiz net 0 Accounts faccounts squiz net 0000 Figure 14 14 Selective Emails When you have a question with preset options for the answers such as the Dropdown List Box or Tickbox List you can opt to send the form submissions to different people based on the answer to this question In the example above the form will be sent to sales squiz net if the user selects Sales or to technical squiz net if the user selects Technical or to accounts squiz net if the user selects Accounts This way the user s enquiry can be answered by the correct department without setting up multiple forms Formelements Keyword The Formelements Keyword section is displayed at the bottom of the Form tab Chapter 14 Custom Form Page 143 MySource User Manual Formelements Keyword Formelements Keyword O I a Question I a O 1 b Question 1 b o Figure 14 15 Formelements Keyword A text box is displayed for each question that you have created You can enter a keyword here so that the answer can be referred to in the body copy of your thank you message The thank you message is discussed below on the Options tab and is the copy that is shown once the user has clicked Submit An example of the use of Formelement Keywords is if you have a question that asks the user to e
55. al EA BY Ue 3 Style Normal Ty gt chy gt E EF ES jE tE Keyword Replacements Insert Keyword Save Cancel Figure 8 4 The WYSIWYG Editor You will see there are icons for cut copy paste bold italics underline centre numbered lists bulleted lists undo redo etc similar to those you would find in a word processing program such as Microsoft Word 9 Type in some text and click Save 10 The bar above your table will turn blue shown below a lt gt a 17 E Figure 8 5 Blue bar indicates that your change has not yet been committed to the system Ye This indicates that you need to Commit the change Click on Commit or A t S Chapter 8 Content Page 63 MySource User Manual TIP This is a new feature added in MySource version 2 8 which facilitates the editing of multiple tables in one go rather than having to Commit multiple times 11 The text in the table you created is now displayed as shown below Ea EJ gt This is adding content to my page through WYsSIwyG lt Eyes Figure 8 6 Table displaying content 12 Now click preview to see how this looks on your site Workshop 6 Copying and Pasting into the WYSIWYG Editor This workshop takes you through the process of copying and pasting text from an existing website or document into your MySource site This is very useful if you are migrating content from your old site into a new M
56. al Area Network Images for the web need to be either jpeg or gif format You can either insert the image into the same table as the one you created to enter text or create a new table underneath the existing one In this example we insert the image into a new table underneath the existing table Make sure you are in Edit Page Contents Standard Tab 1 In the WYSIWYG editor move your cursor to where you want to insert the image and click on the Insert Image icon T Chapter 8 Content Page 65 MySource User Manual 2 A window called Insert Image will pop up as in Figure 8 7 Insert Image window below E Insert Image Web Page Dialog Images New Image Browse Upload Images Attached es to this page OR Other File IL Align relative to the test not page allows test wrapping around images Border lo gt Hspace H horizontal spacing Wspace El vertical spacing Image ALT text AS Image URL AA Insert Cancel Figure 8 7 Insert Image window 3 Goto New Image and click Browse and a Choose File window will pop up 4 Select the image and then click Upload This will attach the image to the page you are on 5 Wait until the image has finished uploading and it reads Upload Complete The time to complete depends on the file size 6 You now see the image in the drop down list Images Attached to this page 7 You can choose to Align the image to th
57. al Paths e Text Box enter the URL for your page into the textbox Each page in the site must have a virtual path which is an extension to the site URL e g http www yoursite com yourpage When you create a new page the virtual path field is automatically populated with the page name When you duplicate a page the virtual path will have a number extension e g yourpage2 You can then change the automatically generated virtual path if required Your MySource system should have virtual paths turned on by default but if this is not the case indicated by an extension e g http www yoursite com p 123 which is the PHP naming convention a Super user can turn them on in the Config tab TIP There is an Update Virtual Paths wizard which you can run at Web System level to replace the PHP naming convention with the name or short name of each page in the site e URLs for testing this section shows the full address of the page including the virtual path specified in the URLS component specified for the site in the Site Properties tab Security The Edit Page Security tab allows you to perform two main functions e Close off public access to your site for the page you are editing and grant access to a Site or General Access Group e Define Page Administrators and Page Editors for the page you are editing We will now go through the Edit Page Security tab seen in Figure 7 2 below Chapter 7 Edit Page Page 5
58. alifications to 2 e More Questions this is where you add questions to your form Select the number of questions that you wish to add to the section from the drop down list Select the type of field to be used for the question in the next drop down list which can be changed later After you click on Commit extra fields will be created in this section based on the number and type of the questions that you requested Chapter 14 Custom Form Page 129 MySource User Manual The types of question fields that can be created are as follows Text Box this question type is a box in which the user can enter any details they want A text box can be single or multiple rows and can be limited to a set amount of characters Dropdown List Box this question type is used when you want the user to select one of the options that you have specified from a drop down list Tick box list this question type is used when you want the user to select more than one option from a list of options Users can see all options on the page and can select the tick box next to their choice Tick boxes can have a default setting of ticked or un ticked Date Time this question type contains the option to include date and time fields in the form of drop down or text box fields This will be explained in more detail later Email address this question type is a text box that can be used for email addresses The validity of an email
59. aningful description which should consist of a one or two sentence summary of the contents of the page The description is used in the lt meta name description gt tag that is used by search engines Keywords enter the keywords that best describe the contents of the page in this textbox This are used for the lt meta name keywords gt tag Both Search Engines and the MySource Site Search function search through these words to find your page TIP After you have added content to a page you can click on the Extract Keywords icon tick the Process and Remove Duplicates box and Commit The keywords from the content of the page will be extracted into this text box Template all pages must use a template which determines the behaviour of the page e g the Standard template allows you to load text and images and the Custom Form template enables you to build online forms The core MySource templates will be described in detail in Chapter 13 Thumbnail this is only used by the Sub Page Listing template see Chapter 13 for more information on Page Templates Chapter 7 Edit Page Page 54 MySource User Manual Custom Design e Design select the design for your page from the drop down list By default a page will inherit the design of its parent page or if it is a top level page it will inherit the design specified in the Site Properties page You only need to change the design for a page that will not follow this
60. ar file it saves you having to attach that file to every page Workshop 13 Setting up Anchor Links In this workshop we will practice creating a Back to Top anchor link Anchor links are very useful for getting to a particular section on a page quickly without having to scroll to find it Firstly you need to create the anchor itself 1 In the WYSIWYG editor type top you can name it anything you like but each anchor has to have a unique name and some text next to the anchor like this is an anchor at the top of this page TIP The hash keys ensure the anchor doesn t appear on your page in the browser and it doesn t appear in MySource either unless you view it in the WYSIWYG editor 2 Click Save then Commit You won t be able to see anchor in your table but it is now be available in the Anchors on Current Page drop down list in the Insert URL screen Now make a link to your anchor Chapter 9 All About Links Page 6 MySource User Manual 3 Again in the WYSIWYG editor click on Enter a few times to take you quite far down the page and then enter some text that says Back to Top Highlight the text and click on the Insert Link icon From the Anchors on Current Page drop down list select Top Click Insert Save and Commit Click Preview to view your page and test the link Practice this in reverse by creating another anchor called bottom at the bottom of the pag
61. aracter o alogin must contain alphanumeric characters only Note A question to which this rule condition has been applied must not be left blank Be correct if answered select this option to specify that the question may be answered or not but if it is answered it must be answered correctly as specified in the previous option Bea number select this option to specify that the form will not be submitted if the answer contains characters other than 0 9 For the following fields if you select the specified value in the Ru e drop down list additional fields are displayed allowing you to enter additional data for the rule when you click on Commit These additional fields are also detailed in the explanations below Chapter 14 Custom Form Page 141 MySource User Manual Equal select this option to specify that the answer must be equal to a particular value You can enter a value that the answer must be equal to into the Value field or select another question in the form that the value must be equal to Contain select this option to specify that the answer must contain a particular value Enter a value that the answer must contain into the Va ue field Be found in select this option to specify that the answer must be found in a particular value Enter the value that the answer must be found in into the Value field Be greater than select this option to specify that the answer must be greater than a particular
62. ations select the Organisation s with which you want to affiliate the user You can hold down the SHIFT or CTRL key for multiple selections Click Commit and the newly created affiliations are shown in the Affiliated Organisations list above Depending on the user you are editing and how your Organisations and Affiliations are set up you may see an extra tab next to the General tab labeled Special User Data This is an advanced MySource User System concept which is beyond the scope of this Manual Edit Organisation Whether you create a new Organisation or edit an existing one you are taken to the Edit Organisation screen which is shown in Figure 15 3 below Chapter 15 The Users System Page 173 MySource User Manual rookie user gt MySource f j Users pj web f Config Available Extensions gt 04 Nov 2003 13 44 Active User liza coventry Active Organisation Sub Department 1 Active Location ES Edit Organisation Sub Department 1 ID 3 EN General Special User Data User Export Attributes Mame sub Department 1 Description EA Postal Address EA Suburb Town State Province Post Zip Code FJ Organisational Context Parents World Department 1 Children None New Child organisation name E Affiliated Users Managers 0 Noone Users 0 Noone New User login amp title PF Make Manager M Premises None New or leave blank Ph a
63. before form submission Figure 14 16 General Options Chapter 14 Custom Form Page 145 MySource User Manual e Title enter the title for your form page into this text box This is not printed on your page unless it is coded to do so in your site design e Main Body Copy enter the body copy to be displayed at the top of your form page TIP You enter both the body copy for your form page and the thank you message copy using tables and the WYSIWYG editor just as you do for the contents of a standard page Please refer to Chapter 8 if you need a refresher on this e Thank You Message enter the copy to be displayed as a thank you message after the user has clicked on Submit TIP If Hide Results is set to Yes only the thank you message is shown after Submit is clicked If Hide Results is set to No the thank you message is shown at the top of the page as well as the form answers e Paginate select Yes to show the different sections you have defined on a separate page Next and Previous buttons are automatically displayed on your pages If you select No your sections will be displayed on a single page with a scrollbar if necessary TIP The form uses the sections you have defined to determine where the page breaks should be If your form has only one section the Paginate option has no effect e Log Form Submission select Yes to log the form submission along with all of the answers If you select No the f
64. ce Page Templates Page 118 MySource User Manual MySource Users Web Config Available Extensions E 04 Nov 2003 10 14 Test site gt page 3 Elsub Page Listings v1 1 3 page 3 ID 94 Page Properties Internationalisation Attachments Metadata Security Wizards El Contents Sub Page Listings Format Body Copy You may use the following keyword replacement codes within the body copies osubpage_list o rf you have Keyword Replace in Bodycopy option selected below in SubPage Listing Position this keyword inserts the page copies for each of the sub pages epage_countY o This keyword gives a count of all the included sub pages for this page Page Copy You may use the following keyword replacement codes within the page copies enameY o The name of the subpage oshort_name o The short name of the subpage thumbnail o subpage thumbnail odescription s subpage description ocontent o subpage content Display Options Title page 3 Show Horizontal Dividers on E Show Yertical Dividers on Subpage s Per Row AE Leave empty or set equal to zero for no limit Subpage s Per Page Leave empty or set equal to zero for no limit Subpage Listing Position Above Bodycopy If you choose Keyword Replace in Bodycopy you must use the keyword code subpage_list somewhere in your body copy to display the sub page listing Link Colour pj m Have Anchors No y Open Links in New Popup Window No
65. cess Grants Public B fe Gen Access Groups El one Site Access Groups El None Create New Site Group El Allowed Usage Site Extensions El l Frames O Printer Friendly Page viewing Page Templates El M Custom Form C Forbidden login page Frames C Metadata Harvest Control List M Pull Content M Redirect M Standard C Sub Page Listings Site Designs H M test Write Access Permissions Site Admins El ID Login Name Email Account Status Delete Email 1 root Pookie rookie squiz net Ever Present Li m New Admin login email El Site Editors El None Mew Editor loginema El Figure 6 8 Site Security Screen Chapter 6 Edit Site Page 45 MySource User Manual Read Access Grants This section allows you to define who can access your site That is you can define whether it is a public website or a private intranet or extranet TIP The settings in this section have nothing to do with who can edit your site in MySource This ts defined in the Write Access Permissions e Public tick this checkbox to make the site available to the web surfing public e Gen Access Groups a list of all the General Access Groups already created in the Web System Security tab are shown here Ticking the checkbox next to the Access Group makes it accessible in your site by only the users in this group Clicking on the name of an existing General Access Group takes you to the
66. change the status of the page automatically when that time comes An example of when this would be useful is changing the status of a page about a new product from Under Construction to Make Live on the day of the product launch Identification You name and describe your page in this section Name enter the name for your page in this text box The title of the browser window will be the Page Name appended to the Site Name as e g MySite PageName Short Name enter the short name for your page This is the name that will be shown in the navigation menu of the site Chapter 7 Edit Page Page 53 MySource User Manual Show in Menu tick this box for the page to appear in the site navigation menu If it is not ticked the page will not form part of the navigation and you Should create a link to it from somewhere else in your site All pages are created as menu items by default SSL Encryption SSL stands for Secure Socket Layer Encryption and relates to secure encryption of information e g credit card details Selecting this function forces the page into SSL mode which requires an SSL certificate to be installed Image this drop down list contains a list of all the images attached to the page An image can be used as part of the navigation e g an icon next to the name of the page but the design must be coded to allow for this Description enter the description for your page into the textbox Each page Should have a me
67. cnnnccnncnncnc nan eee eeeeeeeeeeeeeeeneeeeeeeaaaes 73 Workshop 10 Linking to an External Site cccccoccccccncccncncnnnnnnnnnnnn nr rr 74 Workshop 11 Linking to a File that you UplOad o ccccccccccccnnccncnncnanccn narrar 74 Workshop 12 Linking to a File that is already attached to another MySource page 75 Workshop 13 Setting Up ANCNOr LINKS tacna iia 76 Workshop 14 Inserting a Link to an Email Address c cece cece ee eeeeeeee rra 77 Workshop 15 Removing and Editing a LiNk ooccccccccccnncccccnnncnnn cnn rr 78 Workshop 16 FORMatUNG Tales ira AAA 85 Workshop 17 Copying and Pasting a Table cooccccccccccccccnnnnnnnrrccrrcnr rr rr 89 Workshop 18 Overwriting a File AttachMent ccoccccccccccccccnnnncnnnncnn nc 96 Workshop 19 Creating a Pull Content Page ssssssessssssssssnsssssssssensnsnsnnnenenenene 117 Workshop 20 Defining a Simple ForM occcccccccnnnnnnncrcncrcc nn rr rr rr 161 Workshop 21 Adding a Complex Layout to a FO0rM cccccccccccccnnnnncnc nan nnnnn nr 164 MySource User Manual Workshop 22 Creating and Populating a Site Access GrOUP cccseeeeeeeeeeeeeeeeeneees 182 Workshop 23 Building a Member s Area for Your Site ccceeceeeeseeeeeeeeeeeeeeeennaaes 184 Page 8 MySource User Manual Chapter 1 Introduction The purpose of this user manual is to explain the core functionality of the MySource Content Management System V2 8 In this manual we work through the various screens a
68. date their records intermittently so if you delete a page it is likely some search engines will still display a link to that page Specifying a Not Found Page ensures that a user still comes to your site if they click on a deleted link e Forbidden Page this indicates the page to display if someone requests a page that they do not have permission to view e Create New Pages this is where you create new top level pages for your site The drop down list shows the different page templates available Page templates are covered in detail in Chapter 13 TIP You can add sub pages to your top level pages on the Edit Page screen as described in Chapter 7 URLs The appropriate URLs or domain names for your site must be added to this list so that users can view the site You can enter as many addresses as you like pointing to this site as long as they are set up on your web server For example you may have the following URL s all for the same site MyCompany com MyCompany com au MyCompany net These URLs must all be set up on both your web server and within MySource TIP If you have not entered at least one URL for your site you will not be able to preview your pages Chapter 6 Edit Site Page 39 MySource User Manual Workshops 2 4 The following workshops will help you understand the Page Tree and Site Map and how these relate to your site s navigation menu You will practice adding new pages to your si
69. e Default L Select the text on entry width 30 Height ji Maximum Length 300 Extra Minimum Length lo Require Verification 7 Figure 14 12 Password Question Fields Chapter 14 Custom Form Page 139 MySource User Manual This question type has the same fields as a Text Box question but anything the user types into the text box will appear displayed as asterisks You can specify that a minimum length required for users entering a password and if you check the Require Verification tick box another password box will appear underneath the first box The two passwords typed into the boxes must match before the form will be submitted New Section To add a new section to your form enter a title for the section and click on the Commit button A new section is added to your screen showing the fields for the new form section as described above Rules Rules are used to stop people submitting information that is incomplete or incorrect By default there are no rules established for a form This section at the bottom of the Form tab shows the rules you have defined for your form The diagram below shows one rule entered for Question 1 Form Rules Rule 1 Remove Question a l a Question fl a Rule must be answered Default Rule satisfied Description Q I a Question 1 a must be answered Alt Desc New Rule Fle I a Question 1 a Note On questions that may have mul
70. e whether it will start automatically or not if the controls are shown or not and whether it will loop or not iFrame Cell Type The iFrame cell type allows you to display an external website inside a single cell TIP This cell type does NOT work in Netscape 4 or lower since these browsers do not support the use of Frames If the Cell Type is set to iFrame the editing interface shown in Figure 12 5 below is displayed when you select Edit Contents icon Chapter 12 MySource Cell Types Page 104 MySource User Manual iFrame Properties Url Width 400 Height 00 Enable Scrollbars Auto Save Cancel Figure 12 5 iFrame Properties Interface e URL enter the URL of the website you want to display in the iFrame cell e Width and Height enter the dimensions for the iFrame e Enable Scrollbars select whether scrollbars are displayed for the iFrame If you select Auto from this drop down list the scroll bars are only displayed when the user resizes the window and the scroll bars are required Nest Content Cell Type The Nest Content cell type allows you to include the entire contents of another page from within your MySource site into one single cell An example of where this could be useful is if you had a section on company news within your home page You could create a standard page called News and nest that page into a cell within the home page To keep the content of the home page fresh you
71. e you may have a section titled Personal Details which has the questions Name Address and Date of Birth The questions for your form are defined on the Form tab You can have your questions appear on the page sequentially in the order of the sections or you can define a complex format using tables to define the layout and background colour This is done on the Format tab After the user has answered the questions on your form MySource does several things with the results The diagram below shows what happens after a user has clicked the Submit button on your form Staff Your Form Thank You Message 7 Recipient Email Submission MySource logged Database aa Receipt Email As shown in the diagram above when the user clicks the Submit button the following happens Chapter 14 Custom Form Page 124 MySource User Manual e The form page is updated with a Thank You Message e The user receives a Receipt Email e A member or members of your staff receive Recipient Email e The submission is logged to the MySource database All of the actions above are optional and you define your Thank You Message Receipt Email and Recipient Emails and other details about your form on the Options Tab You can export the submissions logged to the MySource database in the Submission Log tab Each of the tabs is now described in detail followed by two workshops which take you through creating a simple
72. e 19 preview 15 New Site 6 preview 8 Test site 9 preview U 2 Test Sitel 1 preview 3 Test Site2 i Figure 5 1 Web System As seen in Figure 5 1 Web System above within the Web System you have the following tabs e Sites When you first enter the Web System you are taken directly to the Sites tab which allows you to manage your site and its contents Chapter 5 The Web System Page 27 MySource User Manual e Security this tab allows you to define the General Access Groups to be used to grant read access to any of the sites within your MySource System This tab is described in more detail in the following sections and in Chapter 16 e Designs the Designs tab contains a list of MySource designs that have been loaded into your system and is where you can edit existing designs and create new ones However this requires skill in creating designs and a knowledge of HTML code and specific MySource tags which is not covered within the scope of this document e Wizards the Wizards tab contains a list of wizards that have been loaded to your system Wizards are an integral part of the MySource System and come in the form of reports and tools TIP Whichever tab you are in will be highlighted to show where you are Sites The Sites tab lists all the sites within your MySource system as shown in Figure 5 1 above For each site you can see following e Public checkbox a site marked with a amp is pub
73. e and a text link at the top of the page that says This is a link to a very important place further down this page Workshop 14 Inserting a Link to an Email Address This workshop takes you through creating a link to an email address using the mailto protocol which will open the user s email program and create a new email addressed to the email address specified 1 In the WYSIWYG editor type some text next like email to someone and click on the Insert Link icon Select the mailto protocol and enter an email address into the Link textbox e g person yoursite com Click Insert Save and Commit Click Preview to view your page and test the link Chapter 9 All About Links Page 77 MySource User Manual Workshop 15 Removing and Editing a Link To remove a link 1 In the WYSIWYG editor highlight the text or image that you wish to unlink in the WYSIWYG editor and click on the remove link icon This will only delete the link not the text nor the linked image itself A text link will be converted back to its original style 5 Click Insert Save Commit 6 Click Preview to view your page and test the changes You have now successfully completed Workshops 9 15 Chapter 9 All About Links Page 78 MySource User Manual Chapter 10 More on Tables and Formatting This chapter provides more detail about how you can edit the properties of tables in MySource to format content and con
74. e for the question one per line e Multiple if you tick this box users will be able to select multiple options from the list provided Tickbox Question Fields The fields that are required for a Tickbox question type are shown in the diagram below Chapter 14 Custom Form Page 134 MySource User Manual E Mo Auto answer E Mo Special Information Tickbox List Order z Remove entire question Title Question I b 1 Mote Options rat dog One option per line You may separate values and labels by a colon e g NSW New South wales Default Multiple D Allowed other C Columns 1 Figure 14 7 Tickbox Question Fields Options Default Multiple were discussed in the previous section The fields that are specific to the Tickbox question type are discussed below e Other This provides an Other tickbox that the user can select if none of the above options apply A textbox is automatically provided next to the Other option so that the user can type in any relevant information e Columns specify the number of columns used to display your tickbox options Date Time Question Fields The fields that are required for a Date Time question type are shown in the diagram below Chapter 14 Custom Form Page 135 MySource User Manual E Po Auto answer No Special Information 7 Date Time Order 3 Remove L fentire question Title Question I ci
75. e left or right of any text 8 You can choose to put a Border around the image 9 You can add some space around the image to pad it out from the text using the Hspace and Vspace settings Chapter 8 Content Page 66 MySource User Manual 10 Enter a short description or just the name of the image into the Image ALT Text box TIP Alt tags are used by search engines to read the image and are _ displayed when you hover the mouse over the image 11 Now click Insert and the image is inserted into the WYSIWYG window 12 Click Save the blue bar shows on the table indicating you need to Commit to save the change 13 The image then appears in the table on your page as shown in Figure 8 8 below Title Homepage The tithe of the page j MySource design Figure 8 8 MySource tables with text and image 16 Now click preview to see how this looks in your site In particular roll your mouse over the image to see the Alt tag Chapter 8 Content Page 67 MySource User Manual Workshop 8 Uploading Attaching a File This workshop takes you through the process of attaching a file to your page using the WYSIWYG editor Make sure you have a file ready to upload somewhere on your hard drive or accessible through your LAN Local Area Network Make sure you are in Edit Page Contents Standard tab 1 In the WYSIWYG editor type some text like Here I am practicing attaching a file to a pa
76. e rit a a Figure 12 1 Select Cell Type Select the required cell type and then select Save followed by Commit The appropriate editing interface is then displayed when you next select the Edit Cell Contents icon Raw HTML Cell Type The Raw HTML cell type allows an author to write HTML code directly TIP There is an HTML Cheatsheet in the Appendix of this manual Select Raw HTML from the Cell Type drop down list You need to Save and Commit this change and then click the Edit Contents icon to open the Raw HTML Editing Interface as shown in Figure 12 2 below Chapter 12 MySource Cell Types Page 99 MySource User Manual Raw HTML Edit of Cell Contents HTML lt P gt This is some text between HTML paragraph tags lt P gt lt PrHere is some more text with some lt Brbold lt B gt text in the middle F gt lt P gt sHere is an ordered list i lt P gt lt OL gt lt LI gt Line 1 lt LI gt lt LI gt Line 2 lt LI gt lt 0L gt Save Cancel Figure 12 2 Raw HTML Editing Interface Type in or copy and paste the HTML code into the textbox and click Save TIP You do not need to include lt html gt lt head gt lt title gt or lt body gt tags as they are set in the design Use only the code that would go between the lt body gt tags Preview your HTML code on your page by selecting the Preview icon El Rich Text Cell Type The Rich Text cell type provides shortcut syntax for au
77. ee You can also create sub organisations of the Organisation you are currently editing here Type the name of the sub organisation in the New Child textbox and click the Create icon You are then taken to the Edit Organisation screen for the new Organisation you just created Chapter 15 The Users System Page 175 MySource User Manual e Affliated Users if the Organisation you are currently editing has any MySource Users affiliated with it they are displayed in this section Affiliated Users are categorised into Managers and Users You can make a User a Manager and vice versa by ticking the Grant Management or Revoke Management checkboxes and clicking Commit e New User login amp title this section provides you with an alternative way to create a new MySource User account and an affiliation with the Organisation you are currently editing Type in the login of the User in the first textbox tick the checkbox if they are to be a Manager then type in a title which links them to the Organisation in the next textbox and click the Create icon You are then taken to the Edit User screen for the user you just created TIP If you want to make an existing user affiliated with this organisation you must go to the Create Affiliation section of the Edit User screen for that User e Premises these define a link between an Organisation and a Location Locations allow you to place MySource Users into Locations and create Premises
78. ent This includes creating editing and deleting sites pages and files Designs are Page 16 MySource User Manual also created in this area and most MySource Modules are also accessed through the Web component Config this component contains a list of configuration settings that apply to your entire MySource system e g the name of the MySQL database webmaster email address etc This component is for the use of super users only and is not discussed in detail in this document Modules MySource modules are extensions to the core MySource system that provide more advanced functionality e g bulk email e commerce etc MySource modules are not described in detail in this document MySource Users and Administrative Levels There are three types of users that access your MySource site The Web Surfing Public those surfing the net who visit pages of your site Members you can create a member s area for your site where access can only be gained by logging in These members must have a user account within your MySource system and be assigned to an appropriate Access Group Chapter 16 explains how to set up Access Groups and a member s area Back end Administrators MySource facilitates various levels of back end administrators from Super Users to Page Editors all with varying levels of permissions Table 3 1 below shows the different MySource administrative accounts and who can do which tasks This wil
79. er H None y Username Input Size A m The size of the username input box Password Input Size H m The size of the password input box Login Button Label Aj m The label you want to appear on the login button Logout Button Label Aj m The label you want to appear on the logout button Session Message Label Aj m This label will be printed before the session message Access Reject Label A m This label will be printed before the access reject message will Figure 13 2 Forbidden Page Chapter 13 MySource Page Templates Page 110 MySource User Manual Title Title enter the title for the page into this textbox TIP By default this will not appear on your page within your site but if you want the title of the page to be printed on each page as a heading the design can be coded to do this Keyword Replacement This section shows a summary of the available keyword replacements available for use in the copy section There are five that are very useful firstname this keyword replacement prints the first name of the person who is logged in It is for use in the Logged In field in the Copy section username_input this keyword replacement prints a text box for the user to type in their username login It is for use in the Login Invite field in the Copy section password_input this keyword replacement prints a text box for the user to type in their
80. er can pick a value from a drop down list e Min allows you to set a minimum parameter for this component of the date time e Max allows you to set a maximum parameter for this component of the date time Email Address Question Fields The fields that are required for an Email Address question type are shown in the diagram below E Po Auto answerFr a E Mo Special Information Email Address Order la Remove entire question Title Question 1 1 Note de Default l Select the text on entry width 30 Height 1 Maximum Length 300 Extra Figure 14 9 Email Address Question Fields This question type has the same fields as a Textbox question However if used in conjunction with the Rule This question must be answered correctly it will validate the email address as having an appropriate structure only characters and are acceptable and it must contain a O character See the section on Rules below for more information Chapter 14 Custom Form Page 137 MySource User Manual Country Question Fields The fields that are required for a Country question type are shown in the diagram below E Mo A4uto answer E Mo Special Information Country a Order ls Remove fentire question Title Question 1 8 Mote Options Afghanistan n Albania Algeria American Samoa Andorra Angola Anquilla Antarctica Antigua and Barbuda Argentina Armenia Aruba Aust
81. f question 1 in section 1 toreset_buttonde The reset button of the form tosubmit_buttonSe The submit button of the form Goaback button The back button for the paginated form For paginating forms you can use a question mark in place of the section number Sosection_ _title So The title of the current section tesectio n_ question_1 title to The title of question 1 in the current section Define Format El Create Mew Table Paste Table Figure 14 20 Format Tab Chapter 14 Custom Form Page 151 MySource User Manual Note This section shows the keywords you can use in the body copy of your form to reference the elements of your form that you defined on the Form and Options tab described previously in this chapter TIP A set of keywords will be available for each section and question that you have created that is you can use the following keywords for Section X Question Y section_X_index section_X_question_Y_title section_X_title section_X_question_Y_note section_X_note section_X_question_Y_answer section_X_question_Y_index section_X_question_Y_answer_text As an example let s consider a form that contains one section with four questions e First Name e Surname e Email e Comments To reference the text for your first question First Name you can use the keyword replacement section_1_question_1_title To reference the text box where people type in their answer you use the ke
82. file item is selected to indicate that you want to link only to the page You can select a particular file to which to link and select Insert e New File this field appears if you have the current Site and Page selected allowing you to upload a file to this page Select Browse to the find the new file and select Upload The file is now available on the Files drop down list Anchors on Current Page You can also link to any anchor that exists on the current page e Anchors select the anchor to which to link from this drop down list Workshop 13 takes you through adding an anchor and linking to it Options e Status Bar Text this is text that appears in the grey bar in the bottom left hand corner of the browser when you hover your mouse over the link Chapter 9 All About Links Page 72 MySource User Manual New Window if you select this option your link opens in a new browser window For a new window you can choose whether or not to show the tool bar menu bars location bar status bar or scroll bars and whether the window is resizable or not You can determine the exact size height and width in pixels of the new browser window TIP It is good practice to open your file in a new window rather than in the same browser window as the one displaying the web page This allows users to resize and in particular print the document separately Workshop 9 Linking to an Internal Page This workshop takes you through linkin
83. form and adding a more complex layout Contents Custom Form When you click on Contents Custom Form tab the Summary page shown in Figure 14 2 is displayed The Summary page is different to the Contents screen for other page templates as it contains shortcut links to allow you to get directly to the different sections that define your custom form No new information is entered on this page TIP You can either use the tabs to get to the different screens to define your form or navigate to different sections of the tab screens using the hyperlinks on this screen Chapter 14 Custom Form Page 125 MySource User Manual El Custom Form v2 20 Form Page Properties Internationalisation ID 15 amp Attachments Bi Metadata 0 Security Parameters Hote Skip to the section of your choice Summary Parameters e Summary Keyword Replacement Universal List Format Define Format Submission Logs Form Form Form Selective Emails Selective Emails Formelements Keyword Formelements Keyword Options General Options Tithe Main Body Copy Thank You Message Paginate Log Form Submission Hide Results Allow Validation of Details Recipient Email Options Fecipiant Emails Recipient Email Body Send Recipient Email as HTML Send Form Information Suppress Form Answers Receipt Email Options Receipt Email From Email Address Subject Receipt Email Body Send Receipt Emai
84. formation this information is currently not used Custom Variables to Submit TIP These field are the same as found for the Nest Content cell type Submit Variable enter the variables to be submitted to this page as KEY VALUE pairs Enter each KEY VALUE pair on a new line You must also select the method by which these variables should be passed to the nested page in the drop down list on the right hand side Select from Global GET POST GET POST or SESSION Keep Internal Links in this page if you select Yes when a user clicks on a link in the nested content the linked page is also displayed as nested content of this page If you select No in this drop down list when a user clicks on a link in the nested content the user is taken to the linked page Chapter 13 MySource Page Templates Page 115 MySource User Manual Workshop 19 Creating a Pull Content Page This workshop gives you the opportunity to practice using the pull content page template Make sure you are in the Site Properties screen 10 Create a new page called Pull Content Test and select Pull Content from the Template drop down list above the Create New Pages text box When you click Commit you are taken to the Page Properties of this new page Click on the Contents tab Enter a title for this new page in the Page Title Select the site and page from which you want to pull content make sure you select a page to which you have added
85. g Started Page 21 MySource User Manual TIP If you are inactive for a long period of time when you will be prompted to login again so for security reasons it is good practice to log out at the end of each session Navigation At the top of every screen in MySource you will find the navigation bar for the four main areas of the core system and a module drop down list You will also see your login name and the log out icon open door on the right as shown below gt MySource ffi Users A Web F confia Available Extensions disen Ai 5 Figure 4 3 The MySource Navigation Bar The four main areas of the core MySource system are as follows MySource Clicking on the MySource icon takes you to the MySource system summary page featuring news and links to general MySource bug reporting and community forums Clicking on the Users icon takes you to the Users section of MySource where you create edit and delete MySource user accounts This area of the system is restricted to authorised users User Masters or Super Users only Clicking on the Web icon takes you to the content management area of MySource This area is also restricted to authorised users but the majority of users have some form of access to this area F Config Clicking on the Config icon takes you to the system configuration area where the MySource settings can be configured Access to this area is limited to Super Users only
86. g a page to another page within your site Make sure you are on the Contents Standard tab of the Edit Page screen 1 In your test page click on the Edit Contents icon to bring up the WYSIWYG editor Type in the text This is a link to another page in my site and then select the text and click the Insert Link icon This will bring up the Insert URL window as detailed in Figure 8 1 Make sure the Sites drop down list is on THIS SITE Select a page within your site that you want link from the Pages drop down list Click Insert the sentence is now a link hover your mouse over it to check the URL of the link Click Save and Commit Click Preview to see your page and test the link TIP If you have more than one site in your MySource system you can create an internal link to any page in any of the sites within Chapter 9 All About Links Page 73 MySource User Manual your system Workshop 10 Linking to an External Site This workshop takes you through linking to an external site You can link to the home page of any external website or to a specific page within that website by using the full URL of that page Let s use the Squiz site as an example and practice linking to the News page 1 In your test page click on the Edit Contents icon to bring up the WYSIWYG editor 2 Type in the text This is a link to a external website and then select the text and click the Insert Link icon
87. g an Intranet Extranet or a Member s Area that is an area of your web site where access is restricted to a particular group of people As we have seen in earlier chapters there are two types of Access Groups e General Access Groups this type of access group is available for use across any site in your MySource system e Site Access Groups this type of access group is only available for use in the site that you are currently editing and cannot be used by other sites in your MySource system You can reach the Edit Access Group screen by clicking on the name of an access group on the Security tab of the following screens e Web System e Edit Site e Edit Page These screens are described in Chapter 5 to Chapter 7 The editing screen for an access group is the same for both General Access Groups and Site Access Groups and is shown in Figure 16 1 below Chapter 16 Access Groups Page 178 MySource User Manual Edit Access Group The Edit Access Group screen is shown in Figure 16 1 below Bien Users Web F config Available Extensions 19 Sep USES My Site ff Edit Access Group Rookie Access Group ID 2 FA Rookie Access Group Attributes Scope My Site CID 1 Mame Rookie Access Group Description User Memberships Add Users loginsfemails Current Users 0 Noone Organisation Memberships Add Organisation test org 1 test org 2 Current Organisations 0
88. ge select the text and click on the Insert Link icon 2 A window called Insert URL will pop up as in Figure 8 9 below Esa Insert URL Web Page Dialog THIS SITE Testsite E Lpage 1 hd Figure 8 9 Insert URL window We will go through the Insert URL window in detail in the next chapter All About Links but for now we will just practice browsing to upload a new file Chapter 8 Content Page 68 MySource User Manual 3 In the Pages and Files section of the Insert URL window click the New File Browse button to locate the file that you want to link to Click the Upload button 4 The file then appears in the Files drop down list 5 Select Yes in the New Window drop down list to display the document in a new window 6 Click Insert Save and Commit 7 Now click preview and check the link in your site You have now successfully completed Workshops 5 8 This leads us nicely onto Chapter 9 which is all about links Here we learn more about the Insert URL properties and practice creating links within your pages Later in Chapter 11 we learn more about Attachments Chapter 8 Content Page 69 MySource User Manual Chapter9 All About Links This chapter takes you through all you need to know about Links from setting up a link to an external site to creating links within a page We take you through the Insert URL window in detail and end the chapter with workshops that give you an opportunity to put
89. gh WSI s This ls adding content to my page through WSI s This ls adding content to my page through WYSIW G This is adding content to my page through WYSIVW G This is adding content to my page through WSI s Figure 10 5 Formatting Tables a 4 To align the image to the top of the text click Edit Cell Properties Sl for the Cell containing the image as shown in Figure 10 5 above Select Top from the Vertical Alignment drop down list 5 Click Save and Commit For the second part of this exercise we will insert a new row which has one cell Spanning the two columns above it Chapter 10 More on Tables and Formatting Page 86 MySource User Manual 6 Click the grey downward arrow as shown in Figure 10 5 above The new 7 Click on the Edit Cell Properties icon bring up the Edit Cell Properties window 8 row has 2 columns 9 Click Save and Commit in the first cell in the second row to In the Colspan textbox type in 2 to span the cell across 2 columns 10 The page will refresh and you will see that the two cells have now merged into one to span the width of the two columns in the top row as shown in Figure 10 6 Merged Cell below 11 You can now add more text in this one merged cell Mole This This This This This This This This This THIS This This adding content to adding content to adding content to adding content to adding content to adding content
90. gin name and password this will be described in more detail in Chapter 15 and Chapter 16 Site and Page Administrators can edit Live pages in MySource and changes are visible in your site aS soon as you have clicked Commit This status allows you to make changes to a live page of your site within MySource without the changes being seen in your site until you are ready to approve them It allows you to make changes to an existing site over a period of time and only make the changes visible when you are ready A page that has a status of is pending approval from an Administrator Page 52 MySource User Manual Disable A page that has a status of Disable has been disabled and cannot be Olive edited or previewed without changing its status to Under Construction Archive A page that has a status of Archive has been archived and cannot be Grey The fields in this section are as follows edited or previewed until its status is changed to Restore and Keep Working or Restore and Make Live TIP The site map ts colour coded the colour of each page indicating its status Currently the current status is shown at the top of this section Change to change the current status of a page select the desired page status from the drop down box Future Statuses this section shows any scheduled new statuses New Future Status you can specify a future date and time for the status of a page to change MySource will
91. he pages of your site add new pages and change the order of the pages e Custom Design this tab allows you to change certain parameters of the design However as this requires understanding of design and HTML code this is not covered within the scope of this manual e Internationalisation this tab allows you to activate a specific character set for your website or a specific page of your site so that you can add content in that language No translation functionality is provided it merely allows you to enter text in the appropriate character set e g Chinese characters e Metadata this tab allows you to create your own metadata definitions or use a pre existing template such as Dublin Core Like MySource Designs metadata is an advanced topic in MySource and we will not go into any further detail in this manual e Security this tab allows you to set the access permissions for this site e Wizards this tab allows you to run useful reports and tools that apply to each individual site This is a subset of the reports and tools to those that can be run across the entire system found in the Web System Wizards tab e Site Search this tab allows you to search for files or pages within your MySource site by name or ID Site Properties As shown in Figure 6 1 above the Site Properties tab of the Edit Site screen consists of four main sections e Identification e Page Tree e Custom Design e URLs Identification The ident
92. hen the Submit button is clicked If the form contains a question that has the Special Information option set to send a note to these friends email addresses all the email addresses entered into that field will receive an email when the form is submitted TIP The Special Information option is set for a question on the Form tab which ts described earlier in this chapter under Sections The section is shown in the figure below Send to Friends From Email Address This is the email address that the send to friends email will be sent from e g Webmaster lt WMebrmasterisite com Subject If the form contains special information friend emails and this is filled in the email that is sent to each friend will have this text as the subject Message El If the form contains special information friend_emails and this ts filled in the email that is sent to each friend will contain this text Figure 14 19 Send To Friends Options Chapter 14 Custom Form Page 149 MySource User Manual e From Email Address enter the email address from which the Send To A Friend email will be sent e g Webmaster lt webmaster site com gt e Subject enter the subject for the Send To A Friend email e Message enter the text for the Send To A Friend email Chapter 14 Custom Form Page 150 MySource User Manual Format Tab The Format tab allows you to define the layout of your form You can define a complex t
93. his drop down list When you next click on Commit the screen will be updated with the fields appropriate to that question e Order this option is the same as Section Order but applies to individual questions within a section e Remove tick this box to delete this question from the form the next time you click on Commit e Title enter the title for the question in this field e Note enter more information on the question in this field e g This is a compulsory question The fields that are presented for the different question types are now discussed Please note that there are several fields that are common to several question types and these will be described the first time they appear only Chapter 14 Custom Form Page 132 MySource User Manual Text Box Question Fields The fields that are required for a Text Box question type are shown in the diagram below Text Box a Order p Remove C entire question Title Question I a Mote x Default Select the text on entry width 30 Height 1 Maximum Length 300 Extra Figure 14 5 Text Box Question Fields The fields that are specific to the Text Box question type are described below Default enter text that will be the default answer for this question in this box e Select the text on entry if this box is checked the cursor will automatically be placed in the text box question when the page is displayed to a user e Width specify
94. ific pixel widths is a better idea because it allows your table to be displayed regardless of the window size screen resolution Height this attribute defines the height of the cell in pixels or as a percentage of the table height Again column heights are useful when you want to have multiple rows of identical heights regardless of their contents Colspan this attribute is used to create cells that span multiple columns within the table This is similar to merging cells in either Microsoft Excel or Word Select the number of columns you want the cell to span from the drop down list The data within that cell then fills the width of the combined cells TIP Cells always span to the right so the Colspan has to be applied to the leftmost cell in the span We will experiment with this in Workshop 16 later in this chapter Background Colour select a background colour to apply to the individual cell Click on the star to bring up the colour picker Alignment this attribute relates to the horizontal alignment and defines whether the data in the cell is aligned with the left cell margin Left the right cell margin Right or centered within the two Centre Vertical Alignment this attribute defines the vertical alignment of the data within the cell meaning whether the data is aligned with the top of the cell Top with the bottom of the cell Bottom or vertically centered within the cell Middle We will ex
95. ification section is where you name and describe your site Chapter 6 Edit Site Page 35 MySource User Manual e Site Name you can edit the name of your site here The Site Name is used to identify the site throughout the Web system Whatever you enter here will be displayed at the beginning of the title of the browser window e Description of Site you can enter a meaningful description of your site here for internal administrative purposes This is useful for example if you have many sites within one MySource system It will not be seen by the user and Should not be confused with the lt meta name description gt tag used by search engines Custom Design e Design by default every page in your site will inherit the design that is selected from this drop down You need only change the design for a page that will not follow this convention e g the Home page which usually has its own front design and then every inside page will inherit an inside design Page Tree The Page Tree section is where you create new pages and control the hierarchy of the pages within the site e Count this shows how many pages your site currently contains and allows a Super User to set a maximum limit The default sign in the text box shows there is no maximum limit set e Reorder Main Pages clicking on this icon brings up a pop up window which you can use to re order your pages Click on the up and down arrows to re order the
96. il address e Link this is where you enter the address of the link as appropriate for the protocol you select E g if the protocol is http the link might be http www squiz net If the protocol you select is mailto the link might be person yoursite com e Anchor an anchor is a link to a particular place within a page e g a back to top link The anchor is marked with the lt a name name gt We practice creating an anchor link in Workshop 13 later in this chapter Chapter 9 All About Links Page 71 MySource User Manual Pages and Files This section is used to create a link to any site page or file within your MySource system e Site use the drop down list to select the site If you want to insert a link toa site leave the blank item selected in the Pages drop down list and select Insert If you want to link to a particular page within this site go to the Pages drop down list and select the appropriate page e Pages a list of pages within the selected site is made available in this drop down list However when you first select a site the blank page item is selected to indicate that you want to link to the default index page of this site You can select a particular page to which to link and select Insert e Files if you have selected a page in the Pages drop down list a list of files within the selected page are made available in this drop down list However when you first select a page the blank
97. in the Web System Wizards tab or for the site found in the Site Wizards tab e Contents this tab allows you to enter the body copy for your page We discuss this tab in detail in Chapter 8 Page Properties When you first enter the Edit Page screen you are taken to the Page Properties tab The Edit Page screen is very similar to the Edit Site screen that we discussed in Chapter 6 Chapter 7 Edit Page Page 51 MySource User Manual As you can see in Figure 7 1 above the Page Properties tab has five main sections Status Identification Custom Design Position and Virtual Paths Status This section allows you to set the current and future status of a page The status of a page determines the options available for editing that page Each possible page status in MySource is described below Under Construction Blue Live Green Safe Edit Pink Pending Approval Purple Chapter 7 Edit Page When a page is created it has a status of Under Construction by default A page that is Under Construction cannot be seen by the web surfing public and can only be seen by people who are logged into MySource When Site Admininistrators preview Under Construction pages the appear with double brackets around them to distinguish them from Live pages A Live page can be viewed by anyone through a web browser unless the page has been made private In this case it will only be visible to people with an appropriate lo
98. ing content to adding content to adding content to adding content to adding content to adding content to adding content to adding content to adding content to my page through WYSIG my page through WYSrIwy G my page through SIG my page through WYSrw G my page through WSI s my page through WYSIA G my page through WYSIG my page through WSI s my page through WYSIw G my page through WYSIG my page through WSI s my page through WYSIA G H This test can stretch along the whole distance of the table because we are using the colspan function This text can stretch along the whole distance of the table because we are using the colspan function This text can stretch along the whole distance of the table because we are using the colspan function This text can stretch along the whole distance of the table because we are using the colspan function el Figure 10 7 Inserted Column This text can stretch along the whole distance of the table because we are using the colspan function 12 Insert a new column by clicking the grey sideways arrow between the image and text cells as highlighted in Figure 10 6 Merged Cell above 13 Once the new column has been created click on Edit Cell Properties Ea in the new cell 14 In the Width box type 10 remember measurements are interpreted as pixels by default unless you stipulate percentage by adding the sign 15 In the Contents tab enter a space or i
99. ing the Find User icon without entering any criteria into the search box A list of Users found is displayed showing their ID login name email and account status Clicking on the name of the User displays the Edit User screen detailed below for that User Clicking on the email address of a User will open your default Email program e Only unaffiliated users tick this checkbox to narrow your search to exclude Users that are affiliated with an Organisation e Create New User enter the login for a new User and click on the Create New User icon ta You are taken to the Edit User screen for the newly created user account Chapter 15 The Users System Page 168 MySource User Manual TIPS On MySource Logins and Passwords e Login names must only contain alpha numeric characters i e a z in upper or lower case and digits 0 9 A login name must be unique and be a minimum of 2 characters Logins are case insensitive Passwords are case sensitive Passwords cannot be the same as the login name Passwords are stored using a one way encryption algorithm so you cannot see an existing password only overwrite it iih Organisations Divisions or Categories Organisations can be used to group MySource Users into a logical grouping in whatever way you like You may refer to Organisations as Divisions or Categories and there is no difference between the three As an example you might use Organisations to represent the de
100. ite design is set up to display a thumbnail of the file attachment you can upload your own graphic here to be used instead of the the default graphics stored in MySource for a particular file type e g Word docs and PDFs The graphic must be a thumbnail with a maximum size of 100 x 100 pixels Click Browse to find the thumbnail file to upload You can click the Preview button to preview the thumbnail and enter a caption for the thumbnail into the textbox Workshop 18 Overwriting a File Attachment In this simple workshop we practice overwriting a file that is already attached to a page with a new version of the file In Workshop 8 in Chapter 8 we practiced attaching a file to a page using the WYSIWYG editor This is the most common way to attach files to a page However if you want to update the file that is attached to a page you must overwrite the uploaded file We will practice overwriting a file in this workshop 1 Go back to the page created in Workshop 8 and preview the page Click on the link to the file on your page and make a mental note of the document you are viewing currently Make an obvious change to the linked file and resave it Somewhere on your hard drive or LAN 2 Inthe Edit Page Attachments tab bring up the Edit File screen for the file that you want to overwrite to by clicking on its name Chapter 11 Attachments Page 96 MySource User Manual 3 Note the Last Updated details 4 Click the Browse
101. iznet sti i s s S S Mobile 0435 789 908 Account Expiry 7 E E Web Status Active User Picture Browse Preview Comments Rookie is anew MySource User En Affiliated Organisations Mone En Create New Affiliation Title Select Organisations test org 1 test org 2 C Make Manager la Location Placements None fed Create New Placement New Location Pht 7 Fel Commit Figure 15 2 Edit User Screen Chapter 15 The Users System Page 171 MySource User Manual A link to the Active User is shown at the top of the Edit User screen This is a navigational link back to the Edit User screen of that particular user and can be used when in other parts of the User System TIP Click on the Users icon in the top navigation bar to get back to the General tab again Attributes In this section you can edit the various attributes of a particular user e Firstname e Mobile e Surname e Account Expiry e Login e Web Status e Change Password e User Picture e Verify e Comments e Email The login and password fields are the only compulsory fields other than these you can enter as much or as little information as you want you can even upload a picture of a user and enter comments about them TIP Due to the secure way in which passwords are stored you cannot view them only change them The Account Expiry attribute could be useful for example
102. k the Show In Menu option on the Page Properties tab as described in Chapter 7 You have now successfully completed Workshop 2 Workshop 3 Reordering Pages Again make sure you are in Site Properties within the Edit Site screen 1 Click on the Reorder Main Pages icon El which brings up the pop up window shown below Chapter 6 Edit Site Page 42 MySource User Manual E Test site Edit Site Microsoft Internet Explorer Reorder Main Pages Test site ID 8 List Za t Home Y t page 1 4 t page 2 Y t page y Commit Figure 6 6 Reorder Main Pages Window 2 Click on the up and down arrows to reorder the sequence of the pages in your site You can also order your pages alphabetically A Z or Z A 3 Commit and Preview your changes on the front end You have now successfully completed Workshop 3 Workshop 4 Moving Pages It is easy to move pages around if for example you have created a page and want to move it to a different section of the site hierarchy 1 Click on the page icon 12 public or 12 private of the page you want to move The prompt box below is shown asking you to choose a parent page to which to connect Chapter 6 Edit Site Page 43 MySource User Manual Microsoft Internet Explorer El 2 To connect this page to a new parent click the icon of another page you wish Internationalisation page to be a sub page of Figure 6 7 Move Page Window 2 Click OK in the prom
103. l also be covered in greater detail in Chapter 6 and Chapter 7 where we explain how to assign users to be Site Editors Page Administrators etc and in Chapter 15 where we look at the Users component of MySource Chapter 3 MySource Concepts Page 17 MySource User Manual User Level V lt V er 0 3 U y a 0 ae vo re c L LL Page editor Task Create edit delete a MySource user account page Change page status to Safe Edit safe edit a live page Re order or move pages Y Y Y porren prere 0 E E 0 rerem LAT TL reme e 0 a T cara PH L U LLJ U d A ZE AAA Assign demote a read only editor CALA Are Table 3 1 User Levels and Tasks Chapter 3 MySource Concepts Page 18 MySource User Manual MySource Security Security is an integral part of the MySource system and you can restrict access to your site i e by users at the front end and to your MySource system i e the back end TIP Granting access to users is referred to as granting Read Access Granting access to back end administrators is referred to as granting Write Access Read Access You can allow or restrict public access for specific pages e g a Member s Area or an entire site e g an Intranet If the site is inaccessible by the public you must choose the groups of users to whom you wish to grant access These groups of users are known as Access Groups in MySource and you
104. l as HTML Suppress Form Answers Send to Friends From Email Address Subject Message Load Save Parameters Export Load Parameters From From To e Export Type Save Parameters e Show Headers e To Show Fields Log History History Individual Log e Log Keyword Replacement Universal List Keyword Replaced With dnamed Current user name s rstnamed Current user firstname d sumame36 Current user surname login Current user login name sermail96 Current user email address Wexpirys Expiry date of the account Wexpiry_formatted Expiry date of the account formatted nicely expiry_ time ss Days until the account expires dsite_named Current site name dsite_uri96 Current site URL desite_hrefos Current site HREF dpage_names Current page name page_short_name Current page short name page description Current page description page_urld Current page URL page_href Current page HREF page_create_dated Date Page was created page_update_date Date Page was last updated Figure 14 2 Custom Form Summary Page Chapter 14 Custom Form Page 126 MySource User Manual Form Tab When you click on the Form tab the following page is displayed Bj Custom Form v2 20 Form 2 ID 19 Page Properties Internationalisation b Attachments Matadata Security Wizards Contents Custom Form Form Format Options Submission Logs Load Save Parameters Form Details Form Title Fom show Form Alignment Question Column Width
105. layed e When you first create a site and e When you click on the name of an existing site in the Web System Sites list to edit that site The Edit Site screen is shown in Figure 6 1 below Chapter 6 Edit Site Page 33 MySource User Manual gt MySource fi Users HE web 2 config Available Extensions M TARA ES O Edit Site Test site MET Site Properties E custom Design E Internationalisation E Metadata E security EN wizards Y site Search Site Properties Identification Site Name Test site Description of Site not shown on front end Custom Design Design DHTML Page Tree Count 3 1 l Max Reorder Main Pages ic Site Map Alt H Test site Ejexrano ALL Bd couarse ALL Eq uncock Home contents page 1 contents page 2 contents Index Page Home Not Found Page Forbidden Page Create New Pages standard WARNING This site has no URLs pointing to it It cannot be viewed previewed or edited 1 http s xl Commit Figure 6 1 Edit Site Screen and Tabs TIP To get back to your site list click on the Web icon at the top of the screen Chapter 6 Edit Site Page 34 MySource User Manual As seen in Figure 6 1 above the Edit Site screen has the following tabs e Site Properties when you first enter the Edit Site screen you are taken to the Site Properties tab You set the site name design and URL on this tab You can also see t
106. lic and therefore visible to the web surfing public A site marked with a M is private and therefore not visible to the public only to members of a particular Access Group with appropriate permissions We explain how to set up Site Access Groups in Chapter 16 e the site ID e the site name e the number of pages e alink to preview that site Chapter 5 The Web System Page 28 MySource User Manual TIP If there is no link to preview a site it is because no corresponding URL has been set up in the Site Properties this is one of the first things you should do after creating a new site We show you how to do this in the first workshop To edit a site click on the name of the site you want to edit and you are taken to the Fdit Site screen with the Site Properties tab selected This screen is covered in detail in Chapter 6 Workshop 1 Creating a New Site Firstly make sure you are on the Web System screen If not click on the Web icon in the MySource navigation bar 1 Type the name of the new site into the Site Name text box e g Test Site Note that you can easily change this later 2 Select a design from the drop down list again this can be changed easily later 3 Click the Create New Site icon A message window pops up to confirm the addition of the new site to your system and the Site Properties screen for the site you have just created is displayed The Site Properties screen is covered in detail in the next
107. m right of the File List TIP If you delete a file on the File Attachments tab without deleting the existing links in the content of other pages this will result in broken links on those pages You can run the Broken Links wizard after deleting a file allowing you to find broken links and fix them TIP Deleting a file on the File Attachments tab deletes that file from within MySource thus freeing disk space on the server If you remove all links to a loaded file it is good practice to delete the file on the File Attachments tab to conserve disk space e New File clicking on the New File icon takes you to an empty Edit File screen showing New at the top allowing you to upload the new file and add its details The Edit File screen is discussed below Chapter 11 Attachments Page 93 MySource User Manual Edit Page Edit File Screen The Edit File screen is used to edit the details of an existing file or upload a new one and is shown in Figure 11 2 below Flmysource fijusers Bit web F config Adal My Site gt Home Edit File Home Page Properties Internationalisation Attachments Metadata Security Wizards Contents Standard New e Upload Browse required Move to page Home bd Filename Description E Keywords z if changed do not process for duplicates etc File Type File Size Empty Last Updated 01 Jan 1970 10 00 Logging hits will reduce the viewing downloading speed of
108. ments Metadata Security Wizards Contents Standard Page Properties Status Currently Under Construction Change Future Statuses None New Future Status 29 Oct 2003 10 hour 29 min Figure 4 4 Breadcrumb Trail You can click on the sub page 1 or page 2 to edit the parent pages or click on Test site to edit the site You can click on the Web System icon to return to the Web System screen Editing sites and pages is discussed in detail in Chapter 6 and Chapter 7 respectively MySource Common Icons There are a number of icons that are common across the Edit Site Edit Page and Edit File screens These screens have icons on the top right hand side and a Commit button at the bottom which are described below Preview Clicking the Preview icon opens a new browser window and displays the site page or file that you are currently editing EJ Delete Clicking the Delete icon deletes the current site page file or access group that you are editing If you are editing a site or page any attachments and sub pages that are related to the page or site are also deleted Whatever you delete is unrecoverable so BE VERY CAREFUL The system has two or three inbuilt warning messages to reduce the risk of losing data by mistake Chapter 4 Getting Started Page 24 MySource User Manual If you proceed a progress bar will appear to show you when the deletion is complete
109. n has already been created and loaded to your system Dynamic Menu Navigation The menu consists of pages that exist in your site and allows web surfers to navigate through your site It is dynamic in that how you build your pages and structure your sitemap in the back end is what gets reflected on the front end as your site s Chapter 3 MySource Concepts Page 15 MySource User Manual menu navigation system Pages can easily be renamed and reordered in the back end and this will be dynamically generated on the front end Content Content refers to all other components of a page including text images links etc You can control the layout and formatting of the content for each page in your site using an editing interface such as the user friendly WYSIWYG What You See Is What You Get editor MySource Core and Modules MySource is made up of core components and optional module plug ins as shown in the diagram below MySource Core a MySource Core Module plug ins e g Printer Friendly Site Map MySource Site Search Calendar S Users Bulk Email Web E Commerce Config MySource core has the following components e MySource e Users e Web Chapter 3 MySource Concepts this component has information about latest releases links to report bugs etc this component allows you to create edit and delete MySource user accounts this component is where you edit your cont
110. nd an email to the user after they have submitted the form You must assign the email special information From Email Address If blank or invalid defaults to webmaster s email Subject Receipt Email Body E If the receipt email option is activated this text will be included in the email that is sent Send Receipt Email as HTML ves Send receipt email as HTML rather than text F Suppress Form Answers Mo Do not send form answers with the receipt emails Figure 14 18 Receipt Email Options e Receipt Email select Yes in this drop down list to send an email to the user with a copy of the answers after the Submit button is clicked If you select Vo an email will not be sent e From Email Address enter the email address that the email will be sent from TIP If you do not specify an email address in this field the email address of the webmaster will be used e Subject enter the subject title to be used for the email Chapter 14 Custom Form Page 148 MySource User Manual e Receipt Email Body enter the body of the email to be sent in addition to the answers to the form questions e Send Receipt as HTML select Yes to send the email as HTML or No to send it as plain text e Suppress Form Answers select Vo to send the form answers in the email and Yes to suppress them Send to Friends Options The Send To Friends section allows you to define an email to be sent to the user s friends w
111. nd tabs providing detailed explanations and useful tips We also provide a series of practical workshops Who should read this manual This manual is primarily aimed at users with little or no prior MySource training who have a basic understanding of the Internet and web publishing using a content management system such as MySource Although MySource is intended to be simple and intuitive to use it is a powerful system and there is a lot to learn This manual takes the beginner through the step by step processes involved in creating new pages adding content images and links to get your MySource site up and running quickly and easily More experienced users will also find this manual useful in extending their knowledge of the MySource system as it contains explanations of the different cell types available for editing e g Raw HTML and the more advanced page templates e g Custom Form Finally this manual is also targeted at MySource users at a Super User level and covers all the functionality available in the core system plus a description of who can do what depending on their user level Super Users may find this manual useful for training other users of the system e g Page Editors What this manual covers This manual covers the core MySource system It does NOT cover advanced topics such as MySource Modules other than explaining what these are and how they plug into the core system Chapter 1 Introduction Page 9
112. new window H no y A A AU AA Figure 13 4 Redirect Page Contents e Site choose the site in your MySource system to which you wish to redirect traffic e Page choose the page to which you would like to redirect traffic e Extra URL Info you can specify extra data to send as part of the URL query string in this field e g linking to other MySource modules such as Frontitia Enter your key value pairs separated by an ampersand e g action send amp redirectID 5 e or URL specify an external site to which you would like to redirect traffic e g www google com e Pop up a new window if set to Yes the redirect will pop up in a new browser window and if set to No it will be displayed in the current window If it is set to Yes a list of checkboxes is displayed which allow you to configure how the pop up window appears e g 750x500px scrollbars etc The default selection for this drop down list is No Chapter 13 MySource Page Templates Page 117 MySource User Manual Sub Page Listings Template This template provides a listing of the sub pages of the page you are currently editing which acts like a mini site map You can define the format for the sub page listing and this page is automatically re generated when changes are made to the page hierarchy of your Sub pages This page template also utilises keyword replacements The Sub Page Listings contents screen is shown in Figure 13 5 below Chapter 13 MySour
113. ns EJ LHS A Page 50 MySource User Manual As seen in Figure 7 1 above the Edit Page screen has the following tabs e Page Properties this is the default tab when you first enter the Edit Page screen You set the name template status and other details for your page You can also see the sub pages of this page and its parent This tab is described in more detail in the next section e Internationalisation this tab allows you to activate a specific character set for your website or a specific page of your site so that you can add content in that language No translation functionality is provided it merely allows you to enter text in the appropriate character set e g Chinese characters This page was discussed in Chapter 6 e Attachments this tab allows you to view and edit the file attachments for this page We will discuss this tab in detail in Chapter 11 e Metadata this tab allows you to create your own metadata definitions or use a pre existing template such as Dublin Core Like MySource designs metadata is an advanced topic in MySource and we will not be discussing metadata any further in this document e Security this tab allows you to set the access permissions for your site It is discussed in more detail below e Wizards this tab allows you to run useful reports and tools that apply to this page This is a subset of the reports and tools to those that can be run across the entire system found
114. nsert a blank image a transparent gif Chapter 10 More on Tables and Formatting file Page 88 MySource User Manual TIP If you have a cell with only a space in it the browser will register this in character width A better alternative is to insert a transparent image 16 Click Save and Commit 17 Click Preview to see the changes to your page and experiment by changing the width to your preference TIP You can also amend the cell spacing and cell padding by manipulating these settings in the Edit Cell or Edit Table Properties TIP This is a very easy table If you would like to now try something more complicated there is a workshop at the end of the Chapter 14 Custom Form that takes you through building a table using more complex formatting Workshop 17 Copying and Pasting a Table Now that you have a formatted table with content we will now practice copying and pasting that table so that you don t have to create it again from scratch this is very useful for setting up template style pages in your site e g a media release page ora products page where you want each page to follow a consistent format 1 Click on the Edit Table Properties icon of the table that you want to copy 2 In the Edit Table Properties window click on the Duplicate icon in the top left hand corner 3 The page refreshes and the Edit Table Properties window closes 4 Next go to the page where you would like to
115. nter their name you could enter a Formelement Keyword of Name You could then enter a thank you message copy of Thank you name your order has been submitted Chapter 14 Custom Form Page 144 MySource User Manual Options Tab In the previous section we discussed how to use the Form tab of the Contents Custom Form tab to define the questions for your form and the rules to be applied to the answers In this section we describe the Options tab which allows you to define some of the options for your form such as whether it should be broken down into pages and who should be emailed with the answers The options are divided into the following sections each of which is explained below e General e Recipient Email e Receipt Email e Send to Friends General Options The General Options section is shown in the figure below General Options Title custom form page Main Body Copy Create New Table Paste Table This bodycopy will appear at the start of the custom form Thank You Message Create New Table Paste Table This bodycopy ts displayed after the form is submitted Y Paginate Mo Show each section of the form on a separate page r Log Form Submission No Saves the submissions to the form You can search through past submissions and export the results Hide Results Mo Only show the thank you message 4 Allow Yalidation of Details H0 _ Allow the user to validate their details
116. nts that have been uploaded to a particular page More About Loading and Linking to Files When you upload an image or file using the WYSIWYG editor the file is added to the File List in the Attachments tab and given a unique File ID If you then insert a link to that file using the WYSIWYG editor you are in fact creating a reference to that file on the page TIP Only files loaded to the page you are currently editing are shown on the Attachments tab for that page A page may reference a file loaded to another page within MySource and such a referenced file is not listed in the Attachments tab for this page When you delete an image or remove a link to a file in the WYSIWYG editor you are actually removing the reference to the image or file The image or file is still listed in the Attachments tab because it is still loaded to the page However if you delete a file through the Attachments tab you are removing the file itself from the MySource system and it no longer appears listed on the Attachments tab Any references to the file in the Contents tab of any other page will show a broken link or image on the page If you remove a file within the Attachments tab you should also remove the broken links on pages Chapter 11 Attachments Page 91 MySource User Manual Edit Page Attachments Tab When you click on the Attachments tab of the Edit Page screen you see a list of all the files attached to that page in
117. occnncnnncnc nn nr rr 17 MySource SECUTI APN aa a a a eetancioentel A aiene 19 Chapter 4 Getting Started iia 21 o A A O EA 21 Nav garra EA A A basse Siac 22 Wep System Breadcrumb Trallana ada O A 23 My SOURCE COMMON ICONS srie narei a A E AEN 24 Chapter 5 THEAVED SYSUCIM aiina EATA o 27 THe WED SYSTE veriri en AAA AN 27 Page 3 MySource User Manual SITES APA E ed Ea a a a ute tend Sadan Saeed ama aneaeanae nas 28 O er ee er eee a er eee eee 30 DEOSIOO Seras L AI ear a 31 WVIZ Al AS aloe 32 Chapter 6 EGE Olle nectar 33 SILO PODERES ni tale cr do eee eas heed o de Scrat o ALO 35 WOBESNOPS 2 E sirio Asiria 40 SS CU o a ll 44 Chapter 7 Editada oboe 49 Page BrODerie Serano E A bt 51 SEU ac sd patoscaebe 56 MZ ANS rs eee AA A naheme toast gaa Mra ar gad a eater late antes oars usher ene aS 59 Chapter 8 ONG ccs rmtrmintot iveco topic pero us beeen 60 Contents Standard Vad iia aicad 60 Chapter 9 AU ADOUE ENKS SAA 70 URETA e do 71 Pages aNO FIGS ura ala 72 ANCONS ON CUTRE 72 OPINAS oa o ade 72 Chapter 10 More on Tables and Formatting ssssssssssesesesenssesnsnnsnsnsnenenenenenene 79 Edit Table PEODOTOS isidro 79 DUPplieatina a Table un na 83 MySource User Manual Edit Cell PO Delle ocn 83 Chapter 11 AAA Se 91 More About Loading and Linking to FilesS ococccccccccccnnnncnnncnnccc rn nr rr 91 Edit Page Attachments Tady da 92 EditvPade Edit File SCreel virei a a a paviaaaads 94 Chapter 12 MySource Cell PES daa 98
118. ome members of the Access Group you are editing For more on Organisations see Chapter 15 Any Organisations defined in your MySource system appear in this text box To add an organisation to your access group select them from the list You can hold down the SHIFT or CTRL key for multiple selections Click the Add Organisation icon to add the Organisation to your Access Group Chapter 16 Access Groups Page 180 MySource User Manual TIP To add an Organisation you must click the Add Organisation icon rather than the Commit button e Current Organisations a list of the Organisations that are members of this Access Group is shown here The ID name and Number Of Users in the Organisation is shown for each Organisation Click on the De ete button to delete the Organisation from this Access Group TIP Deleting an Organisation from an Access Group does not delete the Organisation from your MySource system Workshop 22 Creating and Populating a Site Access Group In this workshop we create a new Site Access Group and add MySource Users and Organisations Make sure you are in the Edit Site screen 1 To create a Site Access Group select the Security tab of the Edit Site screen 2 Add the name of your new Site Access Group in the Create New Site Group text box shown in Figure 4 1 below EJ Edit Site My Site ia Site Properties Custom Design Internationalisation Metadata Ei Security Wizards Site Search
119. on the Edit Table Properties icon of that table and in the Edit Table Properties window click on the Duplicate icon as shown in Figure 10 2 above Then go to the page that you want to paste the table and click on the paste table icon We will practice this in Workshop 17 later in this chapter Edit Cell Properties To display the Edit Cell Properties screen click on the Edit Cell Properties icon at the top right hand side of the cell in your table as highlighted in Figure 10 2 above The Edit Table Cell Properties window is shown below Edit Table Cell Properties Wicith Height Colspan Background Colour E Alignment Vertical y Alignment td Ho Text Wrap Ot y Cell Type Uw ShVyG gt Show If Always Show Show if Conditions Customise Save Cancel Figure 10 3 Edit Cell Properties The fields on the Edit Table Cell Properties window are very similar to those on the Edit Table Properties window but they are applied to this particular cell rather than the table as a whole Chapter 10 More on Tables and Formatting Page 83 MySource User Manual Width as with table width cells can be an exact pixel width or a percentage However for cells if a percentage is entered it specifies the percentage of the full table width Setting the width for a cell is useful when you want to have multiple columns of identical widths TIP As with table widths using percentages rather than spec
120. or files or pages within your MySource site by name or ID This is particularly useful in large sites with several hundred pages Enter a query into either the Pages or Files fields and click the Search button A list of matching files is displayed as shown in Figure 6 9 below gt MySource fi Users web 2 config Available Extensions Diese eet Test site O Edit Site Test site E site Properties E custom Design El internationalisation E metadata E security M wizards EN site Search Site Search Search Pages sub page by name y Files by name y Search Results 3 records found Page ID Page Name Parent ID Parent Name 95 sub page 1 79 page 2 97 sub page 1 78 page 1 96 sub sub page 1 95 sub page 1 This search looked for pages with a page name matching the pattern fany number of chars sub pagefany number of chars Figure 6 9 Site Search Tab You can click on the page name to go to the Edit Page screen for that page or click on the parent name to go to the Edit Page screen for the parent page Chapter 6 Edit Site Page 48 MySource User Manual Chapter 7 Edit Page In this chapter we guide you through the Edit Page screen and in particular Page Properties tab We also provide a brief description of the Internationalisation Metadata Security and Wizard tabs highlighting how they relate to pages rather than to sites as described in Chapter 6 The Content and Attachment tabs are cove
121. orm F Farm Form Selective Emails F Selective Emails Form Formelements Keyword F Fornelements Keyword Format F Define Format Options General Options F Title F Validation Body Copy F Maln Body Copy F Thank You Message E Paginate F Log Form Submission E Hide Results F Allow Validation of Detalls Options Recipient Email Options F Reclplent Ernalls F Recipient Email Body F Send Recipient Email as HTML F Send Form Information F Suppress Form Answers Options Receipt Email Options F Recelpt Email E From Email Address F Subject F Recejpt Email Body F Send Recelpt Emall as HTM F Suppress Form Answers Options Send to Friends E From Email Address F Subject Message Submission Logs Export E Fram FTO Export Type F Show Headers F Show Fields Submission Logs Log History History Submission Logs Indnidual Log F Log Figure 14 22 Load Parameters e From Account this drop down list shows each of the previous saves to your account Select the account you wish to upload e Upload click on the Browse button to locate the previously saved file to upload When you click on the Commit button the settings in this file are uploaded e Include as you can see in Figure 14 22 Load Parameters above a checkbox exists for every section of every tab on your form Tick the box to load the specified section of settings to your form Save Parameters The Save section of this tab is shown in the diagram belo
122. orm submission will not be logged TIP Submissions are logged to the MySource database You can export the submission log to CSV or XML format on the Submission Log tab which ts described later in this chapter e Hide Results select Yes to remove the form questions and display only the thank you message after the user has clicked Submit If you select No the entered answers remain displayed on the page after the user has clicked on Submit Chapter 14 Custom Form Page 146 MySource User Manual e Allow Validation of Details select Yes to allow the user the option to go back to the form and validate their details In this case a Validation Body Copy area is added to the General Options section at the top After the user clicks on Submit a page is displayed showing the Validation Body Copy and a Back and a Submit button If you select No the form is submitted as soon as the Submit button is clicked Recipient Email Options The Recipient Email options section allows you to define the details for an email to be sent to your staff when the Submit button is clicked For example you may wish the sales department to receive an email when an order form is submitted This section is shown in the figure below Recipient Email Options Recipient Emails E Enter in the email addresses that you want to receive the form submissions 1 address per line Recipient Email Body Le This text will be included in the email tha
123. ors in the HTML of your page for your Bodycopy or other pages Open Links in New Popup Window set this drop down list to Yes to open a link in a new window upon clicking on a sub page link on the Sub Page Listing page Pop up Window Options This section allows you to define the settings for the window in which your sub page listing pops up Page Exclusions Exclude Page Types this section allows you to exclude certain sub pages from appearing on your Sub Page Listing page You can exclude sub pages according to their status for example you may wish to exclude Under Construction Disabled and Archived pages Exclude Specific Sub Pages you can also exclude specific sub pages Each of the sub pages of this page appear in this box and by holding CTRL or SHFT and clicking on the sub page names you can specify the sub pages to exclude from appearing on your Sub Page Listing page Chapter 13 MySource Page Templates Page 122 MySource User Manual Chapter 14 Custom Form This chapter covers the Custom Form Page Template which is used to build online forms to allow users to submit information gather feedback conduct surveys create online order forms or add people to mailing lists To help you understand creating custom forms this chapter covers in detail the Contents Custom Form tab including the Form Format Options Submission Logs and Load Save Parameters tabs Please note that the Page Properties Internationalisa
124. ow a report on the status of all links in all pages or subpages Simple Hit Report View a table of page hits and running totals for all pages or subpages Write ACCESS View a list of site administrators amp editors page administrators amp editors for a MySource system Replace Bodycopy Replace some text with some other text for all page types that use parameters and their subpages Content System Integrity Checks the integrity of the MySource system Update Virtual Paths Changes all the virtual paths in the given site to either the page name or page short name Figure 5 4 Web System Wizards Tab The Wizards tab allows you to run all of the reports and tools available within the MySource system To use the Wizards simply click on the description of the Wizard you want to use and follow the prompts Chapter 5 The Web System Page 32 MySource User Manual Chapter 6 Edit Site In this chapter we guide you through the Edit Site screen and in particular the Site Properties tab The workshops allow you to put this information to use in creating new pages and restructuring the sitemap This chapter then concludes with a brief explanation of the other tabs within the Edit Site screen If you are only concerned with editing content at this point skip this part and move on to Chapter 7 and Chapter 8 where you learn about Page Properties and how to add content including text and images to pages The Edit Site screen is disp
125. page or pages you just created are now shown within the site map 7 To create a sub page of page 1 click on page 1 in the site map and you are taken to the Page Properties screen for page 1 8 Scroll down to the Position section and find the New Subpages area as shown in Figure 6 5 below Position Page Lineage Test site Future Page Lineages None New Future Page Lineage 5 Nov 2003 lid hour 22 imin Move to site y Page Descendants Alt H EE This Page Home Ej xrano ALL Ed couarse ALL EJ uncock Li sub page 1 contents New Subpages Standard Figure 6 5 Position Section 9 Make sure the page template is set to Standard Chapter 6 Edit Site Page 41 MySource User Manual 10 Type the name of the new sub page into the text box e g sub page 2 Again you can create multiple sub pages at once just enter each sub page name on a new line in the text box 11 Click the Commit button or Alt S 12 Return to the Site Properties screen using the navigation links as before 13 Now click preview to see how the new page affects the site navigation menu Hold your mouse over the page 1 menu item and your new sub page appears as a sub menu item LA TIP By default all pages are created as a main menu item or a sub page of another menu item If you do not want your page to appear as a menu item but as a link from another page you must unchec
126. partmental structure of your company Tree Organisations like pages are structured in a tree like hierarchy of Organisations and sub organisations and the Tree works in a similar fashion to the Site Map on the Edit Site screen see Chapter 6 e New Global organisation name type in a name for the new Organisation you want to create and click on the Create icon Ea You are then taken to the Edit Organisation screen see below ft Locations You can use this section to search the locations that are in the system e Find enter the Street Suburb Town State Province Post Zip Code or country to search for and click the Find Location icon a Chapter 15 The Users System Page 169 MySource User Manual The matching Locations are displayed in a list above the search fields For each Location you can see the Street Suburb Town State Province Country Post Zip Code TIP If only one location matches your search you are to the Edit Location screen for that location Edit User Screen Whether you create a new user or edit an existing one you are taken to the Edit User screen shown in Figure 15 2 below Chapter 15 The Users System Page 170 MySource User Manual F mysource fiJusers RE web 4 confia A Active User rookie user Edit User rookie user ID 4 Hi General Attributes Firstname rookie Surname fuser Login rookie Change Password rreka Verify peter Email lrockie squ
127. password It is for use in the Login Invite field in the Copy section login_button this keyword replacement prints a login button It is for use in the Login Invite field in the Copy section logout_button this keyword replacement prints a logout button It is for use in the Logged In field in the Copy section Options Login Redirect select a page to which to re direct a user as soon as they log in from this drop down list Display Disclaimer select the options for your disclaimer from this drop down list You can select no disclaimer or to display it before after or on the same page as the login page Chapter 13 MySource Page Templates Page 111 MySource User Manual TIP If this option is set to any value other than None a Disclaimer section will be shown in the Copy section at the bottom of the screen You can enter the copy for your disclaimer in this section e Username Input Size enter the size of the user name input box into this textbox e Password Input Size enter the size of the password input box into this textbox e Login Button Label enter the label to appear on the login button into this textbox e Logout Button Label enter the label to appear on the logout button into this textbox e Session Message Label enter the label to be printed before the session message into this textbox e Access Reject Label enter the label to be printed before the access reject message into this
128. paste the table Chapter 10 More on Tables and Formatting Page 89 MySource User Manual TIP You can copy and paste tables between any page or site within one MySource system 5 Click on the paste icon within your chosen page 6 The page refreshes and your table is pasted on that page You can now edit over the contents of the table as required TIP If you have more than one formatted table and you want to copy all of them into a new page that is easy too Simply click the Copy All Tables icon at the top right hand side of the screen and then click on Paste Table in the new page 7 You can also reorder the tables within a page click on the Reorder Tables icon El which brings up the Reorder window table and move it up or down by clicking on the arrows 8 Click Save and Commit 9 Click Preview to view the changes to your page You have now successfully completed Workshops 16 17 Chapter 10 More on Tables and Formatting Page 90 MySource User Manual Chapter 11 Attachments This chapter is all about the Edit Page Attachments tab and the Edit File screen It is important that you understand how file attachments work in MySource so that you can easily maintain them In Chapter 8 Content we looked at ways of uploading images and files through the WYSIWYG editor so that they can be inserted on a page The Attachments tab of the Edit Page screen allows you to view and maintain all file attachme
129. periment with this in Workshop 16 later in this chapter Chapter 10 More on Tables and Formatting Page 84 MySource User Manual TIP By default cells are centered vertically so you may have to reset the vertical alignment of cells to Top if you have one cell that contains more content than another but you want them both to align to the top e No Text Wrap this attribute defines whether the text inside a cell stays on one line and or wraps onto more than one line This can be particularly useful for things such as form elements within table cells where you want the label and the input field to stay together e Cell Type set the cell type of an individual cell using this drop down list Cell Types are covered in detail in Chapter 12 e Show If and Show If Conditions these conditions have already been covered above in Edit Table Properties section above Set the value here for individual cells rather than to the table as a whole We will now experiment with the Co span Vertical Alignment and Width properties in the following workshop to create a table like the one in Figure 10 4 below This is adding content to my page through Wwy SIVWy G This is adding content to my page through Ww SIVW G This is adding content to my page through WwySIVW G This is adding content to my page through Wwy SIVW G This is adding content to my page through Wwe SIVw G This is adding content to my page through WrSIVYG This is adding content
130. pt box and then click on the page icon of the page you want to move the original page underneath If you want the page to be a top level page click on the site icon at the top of the Site Map Cy 3 The page refreshes and you will see that your page has moved 4 Now click to preview your changes in your site You have now successfully completed Workshop 4 Security Under Security at the site level you can do the following e Close off access to your site by the public and grant access by a Site or General Access Group e Create edit and delete Site Access Groups that are specific to this site e Define Site Administrator and Site Editor accounts e Control which Site Extensions Page Templates and Site Designs your Site Editors and Administrators are allowed to use TIP Access Groups contain MySource user accounts and can be used to create a private Members Area or Intranet For more information on editing and populating Access Groups see Chapter 16 Chapter 6 Edit Site Page 44 MySource User Manual The Site Security screen is made up of three main sections Read Access Grants Allowed Usage and Write Access Permissions as shown in Figure 6 8 gt My Source fi Users bat web F config Available Extensions 7 ee Pere il Test Site FJ Edit Site ID 1 Test Site go Site Properties Custom Design Internationalisation Metadata EI Security Wizards Site Search Security Read Ac
131. r way to a Figure 8 2 Insert Table pop up window Chapter 8 Content Page 61 MySource User Manual 3 You can select the number of Co umns and Rows you would like your table to have depending on how you want to lay things out For now leave the number of Columns and Rows as 1 4 Enter 100 for the Width so the page content will stretch to 100 of the browser window screen You must use the sign or the system will interpret the measurement in pixels 5 If you want to add a Background Colour you can either add the hex value or click on the and a colour picker window will pop up 6 Leave the Default Cell Type as WYSIWYG 7 Click Save The screen refreshes and shows your new table ready for content to be added as shown below Page Properties Internationalisation Attachments Metadata E Security Wizards Contents Standard Title Home page The title of the page Bodycopy E Create New Table EJ Paste Table ml o i go Yj El create New Table E Paste Table The bodycopy that will get printed on the frontend Figure 8 3 A MySource Table TIP Remember that if you hover your mouse over any of the icons a tool tip will be displayed to tell you what will happen when you click on that particular icon 8 Click on the Edit Contents icon on the right hand side of the screen to bring up the WYSIWYG editor as in Figure 8 4 below Chapter 8 Content Page 62 MySource User Manu
132. ralia Austria Azerbaijan Bahrain Bangladesh Barbados Select which countries you want available as options Default Multiple Allowed Width 30 Height 1 Figure 14 10 Country Question Fields This question type has the same fields as a Dropdown List box question but is pre populated with a list of countries You can select a subset of these countries to be displayed in your drop down list by clicking on Ctr as you click on each new option or using your mouse highlight and drag to select them all Chapter 14 Custom Form Page 138 MySource User Manual Login Username Question Fields The fields that are required for a Login Username question type are shown in the diagram below Login Username 3 Order e Remove L entire question Title Question LI Mote T Default L Select the text on entry width 30 Height F Maximum Length 300 Extra Figure 14 11 Login Username Question Fields This question type has the same fields as a Textbox question However if it is used in conjunction with the Rule this question must be answered correctly the username will automatically be validated to be 6 characters or more with no spaces See the section on Ru es below for more information Password Question Fields The fields that are required for a Password question type are shown in the diagram below Password Order l Remove TT entire question Title Question 1 5 Mot
133. red in detail later in Chapter 8 and Chapter 11 respectively The Edit Page screen is displayed both when you e Create a new page or e Click on the name of a page in the Site Map Search or other screens The Edit Page screen is shown Figure 7 1 below Chapter 7 Edit Page Page 49 MySource User Manual MySource ffl Users ae Web 7 Config My Site gt Home Edit Page Page Properties sec E TERA E CEE NOC CER RRR ORR ER SS E E ce E eae EA AAAA EAA ne nara ane cane canton Ae Ee A EAE A EA E EAE AA EA RRA ORR E virtual Paths F Status Currently Live Change Future Statuses Mane New Future Status 4 y Sep 2003 M 11 hour 31 min Name Home Short Name Home Show in Menu 4 SSL Encryption Image None Selected aa Only useful if needed by design Description Used for META tags keywords DProcess and remove duplicates Used for META tags Template Standard Thumbnail Browse Max 100 x 100 Design Inherit DHTML Page Lineage My Site Future Page Lineages Mone New Future Page Lineage a m Sep 2003 11 Mhour 31 Mimin Move to sitet Page Descendants Alt H Al this Page Home Purrsano aur EAN New Subpages Standard 1 home 2 URLS http beta squiz nety heatherhome for testing http 192 169 1 20 heathershome igure 7 1 Edit Page Screen Chapter 7 Edit Page Available Extensio
134. rom another source into your page Contents Standard Tab The Standard template allows you to add a page with text and images and edit or delete content When you first create a page using the standard template and click on the Contents Standard tab you see the screen shown below ki gt MySource ffi Users bgt web F config Available Extensions dd 04 Sep 2003 11 52 My Site gt Home El Standard v1 2 5 Home ID 42 Page Properties Internationalisation Attachments Metadata al Security Wizards Contents Standard ooo Qe Tite i The title of the page Bodycopy Create New Table Paste Table The bodycopy that will get printed on the frontend Figure 8 1 Contents Standard Tab e Title this is where you enter the title of your page Chapter 8 Content Page 60 MySource User Manual e Bodycopy this is the area where the content is added to your page All content in MySource must be laid out using tables The following workshop goes through the step by step process of creating a new table Workshop 5 Adding content to a page This workshop takes you through adding basic content to a page Make sure you are looking at the Edit Page Contents Standard tab 1 The first thing to do is create a new table 2 Click the Create New Table icon to bring up the Insert Table pop up window as shown below This What You See 1 What You Get interface allows anyone to enter their content in similia
135. s Groups this section shows a list of Site Access Groups for the site that you are editing To give access to a particular Site Access Group select the checkbox e Front end Page Editors if there are any existing Front end Page Editors they will be listed in a table in this section A Front end Page Editor can access any page either as a user of the website or in the MySource System However they cannot alter the contents of any page You can tick the De ete box to remove this user as a Front end Page Editor e New Front end Editor you can create a new Front end Page Editor by typing the login or email address of an existing MySource user Write Access Permissions This section allows you to define Page Administrators and Page Editors for the page you are currently editing e Page Administrators this section shows a list of all the Page Administrators for the page you are currently editing For each Page Administrator you can see the ID login Name Email and Account Status You can click on the name of each Page Administrator to go to the Edit Users screen for this user If an email address has been entered you can click on it to email that person directly You can tick the checkbox to remove use as a Page Administrator TIP This does not delete the user s MySource account you are merely demoting someone from being a Page Administrator e Email this allows you to specify if the Page Administrator will be
136. s Groups and the Edit Access Group screen are explained in more detail in Chapter 16 Chapter 5 The Web System Page 30 MySource User Manual Designs The Designs tab is shown in the diagram below gt MySource Users E web Config Available Extensions E R as ia Web System CJ sites security El Designs M wizards Site Designs Existing Designs ID Design Last Modified By 1 DHTML 18 Aug 2003 09 58 ROOT Create New Design Commit Figure 5 3 Web System Designs Tab The Designs tab contains a list of all current Designs that have been created for your MySource system Site Designs e Existing Designs the JD Name Last Modified Date and Last Modified By details are shown for each design defined Clicking on the name of a design will take you to the Edit Site Design screen for that design e Create New Design type the name of the new design into the text box and click on the Commit button You will be taken to the Edit Design screen Creating designs is outside of the scope of this MySource core user manual Chapter 5 The Web System Page 31 MySource User Manual Wizards The Wizards tab is shown in the diagram below gt MySource ffi Users ht Web F config Available Extensions oS Now 20 9 oe Lil ca Web System EJ sites E security El Designs Mi wizards ee Reports Broken Links Report View a table of links to pages that caused a 404 Page Not Found error Link Report Sh
137. s Window You can refer to the Messages window at any point to check the changes commited to your system Chapter 4 Getting Started Page 25 MySource User Manual TIP If you close this window it will pop up every time you commit changes which can be distracting It is therefore a good idea to minimise the Messages window In the next chapter we provide an introduction to the Web System which is where you manage the content of your MySource site Chapter 4 Getting Started Page 26 MySource User Manual Chapter 5 The Web System In this chapter we introduce you to the Web System and in particular the Sites tab where you access existing sites within your MySource system and create new sites In the first workshop we create a new site The chapter then concludes with an explanation of the other tabs within the Web System Security Designs and Wizards If you are only concerned with editing content at this stage skip the final part of this chapter and move on to the next Chapter 6 where you learn how to create new pages and restructure the site map The Web System The Web System can be accessed at any time by clicking the Web icon in the MySource navigation bar gt MySource ffi Users bgt Web f config Available Extensions 05 Nov etal cia n S aa Web S ap Z Sites Security Designs wizards My dite Sites Create New Site DB Sites ID Site Pages Y 1 My Sit
138. suffix or as a percentage e Answer Column Width this optional field allows you to set the width of the answer column The width can be expressed in pixels numerals with no suffix or as a percentage e Section Index select the format in which your sections will be auto numbered e g I 11 III or 1 2 3 or A B C If the show tickbox is unchecked your sections will not have any numbering or markings e Question Index this is the same as the Section Index but is for questions within sections As with the Section Index above if the show tickbox is unchecked your questions will not have any numberings or markings e Submit Button Text this option allows you to change the text that appears on the form s Submit button If left blank the default text is Submit e Reset Button Text this option allows you to change the text that appears on the Reset button If left blank no Reset button will appear on the form e Back Button Text this option allows you to over write the default text of Back for the Back button The Back button only appears if the form is paginated i e if it runs over more than one page Pagination is set on the Options tab and is described later in this chapter Chapter 14 Custom Form Page 128 MySource User Manual e Next Button Text as for the Back button the Next button only appears if the form is paginated This option allows you to over write the default text of Next
139. t Albania Fx New Location Par Bao Figure 15 3 Edit Organisation Screen Chapter 15 The Users System Page 174 MySource User Manual This interface contains three tabs e General e Special User Data e User Export By default you will be taken to the General tab The General and User Export Data tabs are described below The Special User Data tab allows you to specify additional data to be entered for the users that you add to MySource This is an advanced MySource User System concept which is beyond the scope of this manual At the top of the Edit Organisation screen you will see a link to the Active Organisation This is a navigational link back to the Edit Organisation screen of that particular organisation while you are navigating other parts within the User System General Tab On the right hand side of the tab is a delete icon which is used for deleting an entire Organisation and removing all its affiliated users TIP You cannot delete an organisation that contains sub organisations In this case you must first delete the sub organisations then delete the parent organisation e Attributes edit some of the attributes of the Organisation such as its Name Description and Postal Address e Organisational Context this section illustrates where the Organisation you are editing fits within the organisational tree TIP World tn this context refers to the root of the organisational tr
140. t an image or create a link as described below the HTML code is automatically inserted into this text field You can then copy and paste this HTML code into the Text box above in the position in which you want the image or link to appear Remember to replace the linked text provided for a link or the alt text e New Image File click the New button to upload a new image and insert it in the rich text On the Up oad window displayed browse to select the image to upload Click Commit and the HTML code for this image is generated in the Copy text box above e Attached Images click this button to insert any images already attached to this page The HTML code for this image is generated in the Copy text box above e Use currently selected image when creating links if this box is ticked when a link is created it creates the HTML for a link to the currently selected image in the Copy text box If this box is not ticked it creates the HTML for a text link in the Copy text box You should replace the LINKED TEXT HERE in the HTML created e Site Pages select a page in your site to which to link e Attached Files select from files already attached to this page to which to link e Other URL type in an external URL to which to link TIP Be careful not to type over the http protocol tags File Image Cell Type The File Image cell type allows you to attach files and images to a page if for example the WYSIWYG
141. t is sent to the recipients Send Recipient Email as HTML ves Send recipient email as HTML rather than text Send Form Information ves Sends form details prefixed to the answers These form details consist of the form title the date of submission the URL from which it was sent the site name and ID and the page name and ID Suppress Form Answers Ha Do not send form answers with the recipient emails Figure 14 17 Recipient Email Options e Recipient Emails enter the addresses of people to be emailed when the user clicks Submit on your form Enter each email address on a new line e Recipient Email Body enter the body of the email to be sent in addition to the answers from the form fields e Send Recipient Email as HTML select Yes to send the email as HTML and No to send it as plain text Chapter 14 Custom Form Page 147 MySource User Manual e Send Form Information select Yes to send the following form information in the email title submission date sending URL site name and ID page name and ID Select No to omit the form information from the email e Suppress Form Answers select Vo to send the form answers in the email and Yes to suppress them Receipt Email Options The Receipt Email Options section allows you to define an email to be sent back to the user when the Submit button is clicked The section is shown in the figure below Receipt Email Options Y Receipt Email Mo Se
142. tachments Metadata Security Wizards El Contents Forbidden login page Load Save Parameters Title A Keyword Replacement Universal List A Keyword Replaced With named Current user name firstname Current user firstname osurname a Current user surname loginY Current user login name email Current user email address expiry o Expiry date of the account expiry_formatted Expiry date of the account formatted nicely Wexpiry_time Days until the account expires Sosite_name o Current site name Ysite_url Current site URL site_href Current site HREF Sopage_name Current page name page_short_name Current page short name Ypage_description Current page description Ypage_url Current page URL Ypage_href Current page HREF Ypage_create_date Date Page was created page_update_date Date Page was last updated ousername_input Username input box Ypassword_input Password input box login_button Login button logout_button Logout button access_reject_message Access reject message will be preceded by the access reject label session_message Session message will be preceded by the session message label disclaimer_checkbox A checkbox which must be checked before a person can continue odisclaimer_button A button which the user clicks after agreeing to the disclaimer options Login Redirect HA TOP LEVEL E The user will be redirect to this page when they login Display Disclaim
143. te reordering those pages and previewing your changes Workshop 2 Creating Pages Firstly make sure you are in the Site Properties tab within the Edit Site screen 1 Scroll down to Create New Pages within the Page Tree section as shown in Figure 6 4 below Page Tree Count qf Max Reorder Main Pages E Site Map alt H rest site Pj Erran ALL Boars ALL eq uncocx contents contents contents contents Index Page Not Found Page Forbidden Page Create New Pages standard page dl Figure 6 4 Page Tree Section 2 Make sure the page template is set to Standard 3 Type the name of the new page into the text box e g page 4 You can create multiple pages at once just enter each page name on a new line in the text box 4 Scroll down to the bottom of the screen and click the Commit button or use the PC shortcut Alt S Chapter 6 Edit Site Page 40 MySource User Manual TIP If you create only one page you are taken to the Page Properties screen for that page If you create multiple pages at once you remain on the Site Properties screen Clicking on the name of the page you want to edit in the site map takes you to the Page Properties screen for that page 5 Click the name of your site in the link in the breadcrumb trail at the top of the screen under the main navigation bar to return to the Site Properties screen 6 Scroll down to the Page Tree section and the new
144. tem excluding WYSIWYG Editor Not Supported No Access to the MySource System TIP you can download the latest version of Internet Explorer which at the time of writing is v6 0 for free from www microsoft com Chapter 1 Introduction Page 11 MySource User Manual Chapter 2 What is MySource In this chapter we talk you through the role of MySource as a Content Management System CMS It is important that you have at least a basic understanding of how a CMS works before we move on to the details of how to create your website A Content Management System such as MySource has many functions however the two we will focus on are 1 The ability to deliver your web pages to a web surfer s browser and 2 Tools to allow you to maintain the content of your web site To understand these two functions more clearly we will explain how MySource works with a web server and the Internet We will then show you how maintaining your website content fits into the equation MySource Web Servers and the Internet The Internet is a vast network of computers around the world swapping information A web site is a collection of linked files that can be viewed on the Internet by going to the address of the site URL through a web browser The files comprising a website reside on a web server which is constantly connected to the Internet How Browsing a Non MySource Website works lt a gt TSS Web Surfer ISP Internet Web Server
145. textbox Copy e Login Invite the body copy defined here is displayed when a user is not logged in to your site This typically contains a message that tells the user that they are not logged in and a login area for them to login e Logged In the body copy defined here is displayed when a user is logged in to your site As described above this typically contains a message to tell the user they are logged in and a button to log out For each copy section create a table and reference the relevant fields such as the text box for a password password_input and for a logout button logout_button The keyword replacements are discussed above TIP To test both the Login Invite and Logged In copy make sure that this page is Live Chapter 13 MySource Page Templates Page 112 MySource User Manual Pull Content Page Template This template allows you to have exactly the same content on two or more pages in your MySource system This can be very useful as you only have to update the content in one place An example of this might be if you have a News section of your site and want it to stand alone as well as be part of a Marketing section The Marketing section can use a Pull Content template to pull its content from the News section TIP The Pull Content page template nests another page into a whole page You can use the Nest Content cell type to nest another page into a single cell on
146. the File List MySource supports most common file types such as Word Docs PDFs Excel Files JPEGs GIFs ZIP files Shockwave Files Quicktime Movies Flash Files etc Figure 4 1 below shows the Attachments tab for a page to which there is two files attached Page Properties Internationalisation Attachments Metadata Ei Security Wizards Contents Standard Attachments JE File Attachments Reorder lA File List Delete W 22 9 word_document doc C Wf 23 FE pdf_document pdf d El Wew File ee i Naa Figure 11 1 Attachments Tab The fields in the File Attachments section are as follows e Reorder you can re order the files in the list by clicking on this icon The Reorder Files pop up window is displayed Click on the arrows to re order the files as required e File List the File List section lists all files currently attached to the page you are editing For each file attachment you can see a green tick or red cross M indicating whether the file is visible or not see the Visible Section within the Fdit File screen description below the File ID a File Type icon the File Name and a Delete checkbox You can click on the name of a file to display the Edit File screen for that particular file The Edit File screen is shown in Figure 11 2 and discussed below Chapter 11 Attachments Page 92 MySource User Manual You can delete one or more files by ticking the Delete tickbox and clicking the Delete icon at the botto
147. this attachment Thumbnail Browse Max 100 x 100 Preview Caption Commit Ne MySource 2 8 0 RCL Figure 11 2 Edit File Screen New File e Upload Overwrite if you are in the Edit File screen because you selected New File this field is labeled Upload as shown in Figure 11 2 above If you selected to edit an existing file it is labeled Overwrite as seen in Figure 11 3 below in Workshop 18 Chapter 11 Attachments Page 94 MySource User Manual Use this field to browse your computer s hard drive or LAN to locate the file to attach to this page TIP If a file has changed you need to reload it into MySource for the changes to be visible in your site Overwrite the existing files in this case DO NOT upload a new file because you will have to re link all your pages to it e Move to page if you want the file to sit on another page within MySource from this drop down list select another page in your site to which to attach it e Filename if you want to change the name of the file to be different in MySource to that of the file when it was uploaded type the new name into this textbox You can use any characters in your filename but if you enter spaces in the filename they will be replaced with underscores TIP If you do not enter a filename in this box the name of the Original file will be used e Keywords all keywords that are entered here will be compared with the quer
148. this option to No to omit the headers e Show Fields by default all fields in the form are selected for inclusion in the export file Uncheck the box next to any options that you do not wish to export Log History This section displays the individual submissions made through the form e ID this is the identifier of the submission made e Submission Time this is the time of the submission e User this is the user who submitted the form if the user has logged into a MySource account either in the MySource system or as a user in a member s area TIP If no user information is available to MySource the user will appear as Anonymous e Delete check this box to delete this submission log entry when you click on the Commit button e View Log click this button to view the details of the individual log in the section below Chapter 14 Custom Form Page 155 MySource User Manual Individual Log This section displays the details of the chosen log from Log History e Submission Time this is the time of the submission e Submission By this is the user who submitted the form if the user has logged into a MySource account either in the MySource system or as a user in a member s area e Answers this section shows the question title and the answer given to each of the questions on the form Commit When you click on the Commit button a dialog box will appear prompting you to select where you would like
149. tion Attachments Metadata and Security tabs will not be covered again in this chapter if you need a refresher on these please refer to Chapter 7 TIP This chapter covers each of the sections on each of the tabs in a reference style format As some of these tabs are quite long and complex you may wish to firstly go through the two workshops at the end of this chapter and then come back to some of the more complicated settings later The first workshop takes you through creating a simple form with no formatting and the second workshop goes on to add a more complex format to that form Custom Form Tabs Five new tabs are available as part of the Contents Custom Form screen which allow you to define the details of your form The additional tabs are shown in the figure below Page Properties Internationalisation Attachments Metadata security Wizards Contents Custom Form Form Format Options Submission Logs Load Save Parameters Figure 14 1 Custom Form Tabs They are e Form e Format Chapter 14 Custom Form Page 123 MySource User Manual e Options e Submission Logs e Load Save Parameters About Forms Before we take you through the new tabs and defining a form we will describe a few things about forms in general as well as what happens when a user completes a form and hits the Submit button so that you can understand the concepts involved A form consists of questions grouped into sections For exampl
150. tiple answers greater than and less than refer to the number of answers not the answers themselves Figure 14 13 Rules To create a new rule tick the box next to New Rule and select the question on your form from the drop down list to which the new rule will apply Click on Commit and a set of criteria that you can use to create your rule is displayed Chapter 14 Custom Form Page 140 MySource User Manual e Remove checking this box will remove the rule the next time the page is committed e Question when you first add a rule you select a question to which the rule is to apply You can change the question to which this rule applies at any time by selecting the appropriate question from this drop down list e Rule in the first drop down list select whether the answer given in the form Must or Must Not conform to the specified condition Select the condition for the rule from second drop down list The condition can be selected from one of the following Be answered select this option to specify that the form will not be submitted if this question is left blank Be answered correctly select this option to specify that the form will not be submitted if this question is not answered correctly This is used for the Email Address and Login Username question types for which the format of a valid answer is pre determined o An email address must contain characters and characters and a single ch
151. to must and be answered The A t Desc should read Please enter your name 28 For Rule 2 make sure that the rule drop down lists are set to must and be answered correctly The A t Desc should read Please enter a valid email address Click on Commit Chapter 14 Custom Form Page 162 MySource User Manual 29 Now preview the page and test your form as follows Your body copy appears at the top of the page Your user name and email address are automatically filled into the Name and Email question Australia appears as default in the Country question You can select multiple options for the How did you hear about us question Your thank you message is displayed when you click on Submit You receive a recipient email from your MySource account Workshop 21 Adding a Complex Layout to a Form This workshop builds on the simple contact us form we created in the previous workshop We go on to use the Format tab to define a more complex layout for a simple form containing 8 questions The Contact Us form we will create is as follows Contact Ls To ach a question or request core abortion simple fl in tes form belkys end one of cur sted vall contact you ASAP Dontact Us i E g pie E pis Rist Si Sb E al Est l How did you bear about us M Search Engi Word of Minsi Trade Shoa lO toner Enbrrit Figure 14 25 Formatted Form
152. to adding content to adding content to adding content to adding content to adding content to adding content to a ur F my page through WYS IAYG my page through WYSIAYG my page through WYSIAYG my page through WYSIAYG my page through WYSIAYG my page through WYSIAYG my page through WYS IAYG my page through WYSIAYG my page through Wey sIVwyG my page through WYSIAYG my page through WYySIwyG my page through WY SrVyG hall This text can stretch along the whole distance of the table because we are using the colspan function This text can stretch along the whole distance of the table because we are using the colspan function This text can stretch along the whole distance of the table because we are using the colspan function This text can stretch along the whole distance of the table because we are using the colspan function This text can stretch along the whole distance of the table because we are using the colspan function HE Figure 10 6 Merged Cell Chapter 10 More on Tables and Formatting Page 87 MySource User Manual The image in the second cell in the top row is aligned to the edge of the text in the first cell For the last part of this exercise we will create a space between them as in Figure 10 7 Inserted Column below This i This This 1 This 1 This This 1 This 1 This This 1 This 1 This This 1 os adding content to adding content to adding content to add
153. to display how many Sub page listings there are e Page Copy this allows you to define the attributes that are shown for each page in the sub page listing There are five keyword replacements for page attributes that you can use They are name this keyword replacement prints the name of the sub page and appears as a link to that page short_name this keyword replacement prints the short name of the sub page and appears as a link to that page thumbnail this keyword replacement displays the thumbnail of the sub page image and appears as a link to that page description this keyword replacement displays the description field sub page contents this keyword replacement displays the contents of the sub page Chapter 13 MySource Page Templates Page 120 MySource User Manual TIP You must include at least one of the five keyword replacements described above in your Page Copy TIP The page copy you enter will be displayed for each page from left to right on the screen Use the Subpage s Per Row and Subpage s Per Page settings to determine the layout of your page Display Options These settings control the look and feel of your Sub Page Listing page e Title enter the title for your page here TIP By default this will not appear on your page within your site but if you want the title of the page to be printed on each page as a heading the design can be coded to do this e Show
154. to my page through WrSIVYG This is adding content to my page through WrSIVYG This is adding content to my page through WrSsIVYG This is adding content to my page through WYSIWYG This text can stretch along the whole distance of the table because we are Using the colspan function This text can stretch along the whole distance of the table because we are Using the colspan function This text can stretch along the whole distance of the table because we are Using the colspan function Figure 10 4 Formatting Tables Workshop 16 Formatting Tables 1 For the purposes of this exercise create a new table with 2 columns and 1 row in your test page again using the default WYSIWYG cell type Chapter 10 More on Tables and Formatting Page 85 MySource User Manual 2 Enter some text into the first cell and copy and paste it on about 10 lines as in the example below TIP You can either use soft returns by using Shift Enter or hard returns using only the Enter key 3 Next insert a small image into the column on the right Hal CA El This is adding content to my page through WYSIWYG This ls adding content to my page through WYSIW G This is adding content to my page through WSI s This ls adding content to my page through WYSIWG This ls adding content to my page through WSI s This ls adding content to my page through WSI s This is adding content to my page through WASIA YG This is adding content to my page throu
155. tomatic hyperlinking of URLs Rich text editing is currently little used but you may find it useful when the WYSIWYG functionality is not supported If the Cel Type is set to Rich Text the editing interface shown in Figure 12 3 is displayed when you select the Edit Contents icon Chapter 12 MySource Cell Types Page 100 MySource User Manual Here ls some rich text for our home page Here 13 an image showing our company headquarters lt img src t 54 alt Company Headquarters border 0 gt Click here to go to our partners sites lt a href http mm squiz net gt Partner Sites lt a gt qui sve cal Figure 12 3 Rich Text Editing Interface The top section of this window shows the rich text of your page The rest of the window helps you to easily insert images and create links without having to remember the HTML syntax for these labels The bottom two sections help you to select an image or file to insert on your page and create links HTML code is automatically generated in the Copy text box for your images and links and you can edit it and copy it into the Text text box containing your rich text at the top of the screen The fields are as follows e Text enter any plain text to appear in this cell You can also paste in the appropriate HTML code generated for selected images or links from the Copy text box Chapter 12 MySource Cell Types Page 101 MySource User Manual e Copy when you inser
156. trol the layout of pages In the first workshop of Chapter 6 we created a simple table with one column and one row for the purpose of adding some text to a page You can add columns or rows to tables at any time and edit the properties of the table as a whole or of each individual cell to format the content on your pages In this chapter we will look firstly at the Edit Table Properties window before moving on to editing individual cells and the Edit Cell Properties window Edit Table Properties The Edit Table Properties window is displayed when the Edit Table Properties icon at the top left hand side of the table is clicked as highlighted in Figure 10 1 below 7 P MySource ffi users ba Web Config Available Extensions rd 30 Oct 2003 15 19 Test site gt page i El Standard vi 2 5 page 1 Page Properties Internationalisation Attachments Metadata Security Wizards El Contents Standard Title The title of the page Bodycopy Create New Table Paste Table Properties E create New Table H Paste Table The bodycopy that will get printed on the frontend Commit Figure 10 1 Selecting the Edit Table Properties Icon Chapter 10 More on Tables and Formatting Page 79 MySource User Manual The Edit Table Properties window is shown below Edit Table Properties Height Background Hm Colour HEM Background image Alignment Border Cell 7 Spacing Cell
157. u like to join our nealing list yag s Submm Figure 14 24 Simple Custom Form 1 Create a page in your site and choose Custom Form from the Page Template drop down list Firstly we will set up the options for your form 2 Click on the Options tab 3 Enter some text for the Main Body Copy to appear at the top of the form and a Thank You Message to appear when the user has pressed Submit Chapter 14 Custom Form Page 160 MySource User Manual 4 Make sure Paginate and Allow Validation of Details are set to No Set Hide Results and Log Form Submissions to Yes Enter your email address in the Recipient Emails section so that you receive an email when a user presses Submit Leave the remaining options in this section as they are In the Receipt Email Options section set Receipt Email to No so that the user doesn t receive an email when they click on Submit Leave all remaining options as they are Now let s add questions to the form 10 11 12 13 14 15 16 Click on the Form tab Under the Form Details section uncheck the show check box for Form Title Section Index and Question Index Leave the other settings in this section as they are In Form Section I enter Contact Us for the Section Title and notes compulsory field for the Section Note Go to the More Questions field and select 8 from the first drop down list and Text Box from the second
158. u use MySource to maintain the content of your website you are editing the pages that will be returned to the web surfer s browser via the web server You define how your website is structured and the contents of the pages within the MySource user interface This is sometimes referred to as editing the site in the back end In this manual we talk about editing pages in MySource i e in the back end and their appearance in your website i e in the front end Chapter 2 What is MySource Page 14 MySource User Manual Chapter 3 MySource Concepts In this chapter we go through the basic concepts used within MySource It is important to understand these concepts before we move on to the details of how to create your website in Chapter 5 and beyond How MySource Displays a Page MySource uses the three components of design dynamic menu navigation amp content to display a page ca Design dictates where g he on the page themenu amp yy page content appear Menu Content The Menu allows users to navigate your site 4 see content of each page Design This is the component that dictates where the fixed design e g company logo dynamic menu navigation and content area appear on each page of the site sometimes referred to as a skin Designs are a complicated component requiring design and HTML and MySource coding skills and for the purposes of this manual it is assumed that a MySource desig
159. w Chapter 14 Custom Form Page 158 MySource User Manual Save Parameters Note Use this section to export all the settings and information for this page To To Account 2 2003 12 01 Name C Download 82 2003 12 01 Filename Include Form Form M Form Form Selective Emails M Selective Emails Form Formelements Keyword M Formelements Keyword Format M Define Format Options General Options M Title M Validation Body Copy M Main Body Copy Thank You Message M Paginate M Log Form Submission Y Hide Results M Allow Validation of Details Options Recipient Email Options M Recipient Emails M Recipient Email Body Y Send Recipient Email as HTML M Send Form Information M Suppress Form Answers Options Receipt Email Options M Receipt Email M From Email Address M Subject M Receipt Email Body M Send Receipt Email as HTML M Suppress Form Answers Options Send to Friends M From Email Address M Subject M Message Submission Logs Export M From MTO M Export Type M Show Headers M Show Fields Submission Logs Log History M History Submission Logs Individual Log M Log Commit Figure 14 23 Save Parameters e To Account enter a name for the account to which your settings are to be saved within MySource The default account name comprises your account ID followed by the date TIP If you want to save your settings to your account more than ona particular date change the account name by
160. wer 18 For R3 C3 paste the replacement keyword section_1_question_4_title 19 For R3 C4 paste the replacement keyword section_1_question_4_answer 20 For R4 C1 paste the replacement keyword section_1_question_6_title 21 For R4 C2 paste the replacement keyword section_1_question_6_answer 22 For R5 C1 paste the replacement keyword section_1_question_5_title Chapter 14 Custom Form Page 165 MySource User Manual 23 For R5 C2 paste the replacement keyword section_1_question_5_answer 24 For R5 C3 paste the replacement keyword section_1_question_8_title 25 For R5 C4 paste the replacement keyword section_1_question_8_answer 26 For R6 C1 paste the replacement keyword section_1_question_7_title 27 For R6 C2 paste the replacement keyword section_1_question_7_answer 28 For R7 C1 paste the replacement keyword submit_button 29 Click on the Commit button 30 Now preview the page and look at the new formatting of your form You have now successfully completed Workshops 20 and 21 Chapter 14 Custom Form Page 166 MySource User Manual Chapter 15 The Users System In this chapter we introduce you to the Users System and show you how to create edit and delete MySource user accounts We also explain how Organisations are used to group MySource Users in MySource Finally we will describe the Wizards that can be run through the User System
161. y string entered by the user in external search engines In addition if you have the MySource Site Search module installed in your system these keywords will also be searched e File Type File Size Last Updated these fields are all automatically populated when you upload the file e Log Hits if you have the MySource Statistics reporter enabled in the Configuration you can set the Log Hits option to Yes to record the individual hits to this file attachment Note however turning this option on increases the speed of downloading the file and increases the amount of disk space your site takes up on the web server which may affect your hosting bill e Visible if the file is set to visible and your MySource site design has been set up accordingly this file will be displayed on your site as a link allowing users to download it In addition a graphic to indicate the type of file it is and a note of Chapter 11 Attachments Page 95 MySource User Manual the size of the file and when it was last updated are displayed This is where the re ordering of attachments function might be useful If you attach a file using the Attachments tab this field is set to Visible by default However if you attach a file using the WYSIWYG editor it is by default set to Not visible TIP Making a file visible also makes it visible to search engines but you must enter the appropriate keywords e Thumbnail if your MySource s
162. y applicable if your design has been set up to display the page title at the top of each page In this case enter the page name in this field If you do not enter the page title the title of the pulled page will be used which may not be appropriate for this new page e Site choose the site in your MySource system from which you will select the page to pull e Page this drop down list contains the pages for the selected site Choose the page from which you want to pull content from this drop down list Chapter 13 MySource Page Templates Page 114 MySource User Manual Emulate Subpages if you tick this box any sub pages of the page you are pulling will be duplicated to become sub pages of this page too The sub pages will also use the pull content page template Remove Subpages this function works in conjunction with the Emulate Sub pages function If you tick this box if you have selected to emulate the sub pages of the pulled page any existing sub pages of this page will be deleted A warning message will pop up to ensure you want to delete the existing sub pages Edit the contents of the pulled page this is a link to the Contents tab of the pulled page The pulling page has no contents of its own and hence you update the content of the pulling page by editing the content of the pulled page To edit the pulled page you can either use this link or go directly to the pulled page and edit its content Extra Page In
163. y supported in Internet Explorer 5 5 and higher in a Windows environment and is not supported by Netscape or in the Macintosh Linux environment The WYSIWYG cell type is the best to use if you just want to add text and images to pages However you may want to do something a bit more complicated than this such as embed multimedia content or pull content from or redirect to another page There are therefore several other cell types available within the MySource system each with their own editing interface The cell types available are e Raw HTML e Rich Text e WYSIWYG e File Image e iFrame e Nest Content We have already looked at the functionality of the WYSIWYG editing interface in earlier chapters this chapter will explain the other available editing interfaces and how and when to use them Selecting a Cell Type You can change the Cell Type on either the Edit Table Cell Properties screen for an individual cell or on the Edit Table Properties screen to change the cell type for all cells in the table The drop down list for the Cell Type is shown in Figure 12 1 below Chapter 12 MySource Cell Types Page 98 MySource User Manual Edit Table Cell Properties Width Height Colspan Background po Colour Ea Alignment Vertical y Alignment Ho Text Wrap Of Cell Type e E T Show It Raw HT IL Rich ext Show if rG Mar G Conditions FileImaqe IFrame Nest Cont
164. ySource site Make sure you are at Edit Page Contents Standard Tab 1 Go through the same steps as Workshop 5 to create a new table and open the WYSIWYG editor 2 Go to your existing site or document and select the text you want to copy TIP Use the keyboard shortcut Control C to copy the text Chapter 8 Content Page 64 MySource User Manual 3 Open Notepad or an equivalent text editor on you computer click on Start Programs Accessories Notepad and paste the text into it By doing this you will strip out any pre formatted styles or code TIP Use the PC keyboard shortcut Control V to paste the text TIP You should never copy and paste directly from a Word document or website into the WYSIWYG editor as any existing code e g links Images and formatting will conflict with the MySource code and style sheet 4 Now copy the text again from Notepad and paste it into the WYSIWYG editor 5 The stylesheet that is created as part of your site design will be applied to your text You can then change the format of your text selecting styles e g Headings from the drop down list or applying bold or italics etc Workshop 7 Inserting Images This workshop takes you through the process of inserting an image into your page using the WYSIWYG editor Building on Workshop 6 we now add an image underneath the text Make sure you have an image ready to upload somewhere on your hard drive or accessible through your LAN Loc
165. your page The Pull Content page template is shown in Figure 13 3 below Chapter 13 MySource Page Templates Page 113 MySource User Manual gt MySource ffi Users bgt Web 4 config Available Extensions 03 Nov 2003 10 45 Test Site gt page three El Pull Content vi 2 1 page three ID 6 Page Properties Internationalisation a Attachments Metadata Security Wizards Contents Pull Content page three Target Page Page Title H Site H Page H Emulate Subpages H Remove Subpages H El If blank will use the pulled page s title THIS SITE Test Site y Home z r NOTE If this option is on committing this screen will update and sychronise the subpages to match those of the pulled page r WARNING this option will permanently remove all extraneous subpages from this page This will ensure that the subpages match the subpages of the pulled page and ONLY those subpages Edit the contents of the pulled page Extra Page Information H This allows you to add an extra query string to the contents of the pulled page Custom Yariables To Submit Submit Variables H Submit Type H yl Global enter the variables to submit as KEY VALUE pairs Then select the method you want these variables passed to the Nest Content page Keep internal links in this page H No Commit Figure 13 3 Pull Content Page Contents Target Page e Page Title the Page Title is onl
166. yword replacement section_1 question_1_answer You can reference the other fields in a similar manner Chapter 14 Custom Form Page 152 MySource User Manual Define Format This section allows you to create one or more tables to define the layout of your form You do this in exactly the same way as you did for a standard page as described in Chapter 8 previously TIP Define the questions for your form using the Form tab initially preview it and then print the page out so that you can reference the different section and question numbers easily Workshop 21 at the end of this chapter takes you through defining a complex layout for an example form Chapter 14 Custom Form Page 153 MySource User Manual Submission Logs Tab In this section we describe the Submission Logs tab which allows you to define the logs which are kept of user submissions using this form From this tab you can either export all Submissions made through the form into a CSV or XML or view individual log submissions The Submission Logs tab is shown in the diagram below gt MySource ffi Users bgt Web 4 config Available Extensions 01 Dec e Taree My Site gt Custom form page El Custom Form v2 24 Custom form page ID 82 Page Properties Internationalisation Attachments Metadata Security wizards E contents Custom Form E Form E Format El options E submission Logs E Load Save Parameters Submission Logs Export

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