eCalendar User Guide
Contents
1. G CMSREPOSITORY editor2 e Inbox O saved Searches Info Comments Progress Q Subscriptions Z My Files topic titie Edit M N aa Categories Description Law eCalendar Topic Workflow My Home Cabinet From dmadmin E Cabinets Received 4 29 09 2 03 PM Add Repository Workflow Instructions Requirements Instructions none Review this topic and make the necessary changes Save and check in Once you are finished n on this topic in your inbox and click Finish to send the topic to an approver for further review Name Format Modified Q XML ka law_faculty_admi Document 4 29 09 10 15 AM em 2 111 ious Next Finish Close Task view in Content pane includes 1 Tabs and 2 Action buttons Tabs The tabs are Info Comments and Progress Info tab This tab contains the name of the document the name of who sent it and instructions The bottom half of this tab contains the attached XML document and this is where you can take action on the document such as view edit turn on notifications and more topic object_name Review Fi Description Law eCalendar Topic Workflow From dmadmin Received 4 2109 4 18 PM WorkFiow instructions Requirements Instructions iiien Review the document If the document does not need to be edited click forward It will be sent to an approver for review Format Modified XML bu Law Class standi Document 4 21 09 11 42 AM 30 September 202. Please enter the address of the web link http Peen cgl ca 4 Click OK This is how it looks like when it is inserted in the content area I p The following is a link to a website Elwet gt xret httowwaw mcgill cal ret lt p 5 Verify if that the scope attribute field in the Attribute Inspector pane is external Click text inside the lt xref gt tag Click View gt Attribute Inspector Scroll down to locate scope attribute The scope attribute field should be external if not type the word external n 29 5 n Turn off the Attribute Inspector by clicking on View gt Attribute Inspector 30 September 2014 If you want to replace the web address with a text 1 Click and drag with your mouse to highlight the web address make sure you don t delete the xref 2 Type the desired text IS p The following is a link to a website Eleret gt xref McGill University se lt p Note After you have entered the text hover your mouse over the beginning or end xref tag to see the web address Ep gt The following is a link to a website Enrer gt xref McGill Universi href hittp A Ame megill ca 5 scope external E Mailto This allows you to create an email address onto your XML document 1 Put your cursor to where you want to insert the email address 2 Click Insert gt Email 3 Enter the email address Explorer User Prompt Script Prompr Please enter the email address fistrame lastnametim
3. the changes made since the last time it was edited You can tell if your file is still checked out by looking for the key icon E beside the file name 1 2 From the content pane right click on the file and select Check In from the pop up menu My Home Cabinet My Projects My Home Cabinet My Projects 7 mus Y Format Name Modifi g MS Word Edit Open Read Only Check In Cancel Checkout Subscribe HERA Alternatively you can select the file and click File gt Check In from the Webtop menu The Check In window allows you to add details about the current version of the file that you are checking in a Display the name of the document b Select the version number of the document c Depending on your project you may want to provide a Description to help identify this particular version C Web Page Dialog Checkin faw_law_society_sclrolarshics Department Names Academic Levels eCalendar Content Type Spacific itformatios P Stow options 30 September 2014 3 The following additional option is available when you click Show options in the Check In window a Subscribe to this file This allows you to have a quicker access to the file The file is linked to your Subscriptions which is located on the Tree pane 4 Click OK to continue The message area will display a confirmation Checkin successful In the content pane you will notice that the key icon has disappeared
4. 9 Add any comments about the document from the Comments tab 10 Click Forward to submit it to the Copy Editor Na 30 September 2014 f you click on any of the action buttons this will remove the XML document from your Inbox and you will not be able to make any more changes to it Therefore before clicking on any of the action buttons e Make sure that you have finished making all your changes to the document e Ifyouseethe key icon beside your document from the Task view this means that you have the file checked out and you need to check it in e Add all your comments XMAX interface The application interface includes a variety of visual components to identify and manage content gt Webtop Windows Internet Explorer Sec G yy E https gecms2 ncs megill ca 4443 webtop component main __dmfClientId Y q X gt Seat File Edit view Favorites Tools Help VE dh Webtop 3 ag S IC Tools 4 ajaj94 2 0 0 Jap Paes a ah fd 90 98 SLS Created with XMetaL http www xmetal corn lt E 21 Element List lt b gt Eto Eittie gt F ees and Withdrawal from the University lt me b Enttte gt Fees and Withdrawal from the University boolean cite courseref Corie Cuad o Q Greed o Q St o Q iea Cay Clam data data about Gp gt lf you decide not to attend the term s in which you are registered pa i you must officially withdraw from the University in accordance with section ke
5. 30 September 2014 3 Click the Sites button 4 Type in the URL https cms mcgill ca and click Add 5 Click Close 6 Click OK Set the security settings to Low for trusted sites to allow the ActiveX control to run From the IE menu click Tools gt Internet Options Go to the Security tab and click Trusted sites from the box at the top labeled Select a zone to view Click Custom level at the bottom of the window At the bottom of the dialog in the dropdown labeled Reset to select Low This is the Default level for IE 6 Click OK on the Security Settings dialog Click OK again on the Internet Options dialog e AA If Popup Blocker is turned on add the Webtop URL to your browser s list of pop up exceptions 1 From the IE menu click Tools gt Internet Options 2 Goto the Privacy tab 3 If the Turn on Pop up Blocker check box is not checked you don t need to continue just click Cancel Otherwise click Settings in the Pop up Blocker area at the bottom of the dialog 4 Type in the URL https cms mcgill ca and click Add 5 Make sure the Filter level at the bottom of the dialog is set to Low Allow pop ups from secure sites 6 Click Close 7 Click OK Note Once you have made these changes close your browser and reopen it in order for the new security settings to take effect Understanding the eCalendar workflow A workflow is an automated series of tasks assigned sequentially from user to user W
6. Beside Properties field there are three drop down lists Follow these steps to add the Editor Approver and Coordinator role criteria 30 September 2014 Select the same criteria Editor and your name in drop down lists as the following screenshot for the Editor role Properties Editor w w Select your name To add another role click on Add another property link Another set of criteria will appear and select Or Select the same criteria Approver and your name in drop down lists as the following screenshot for the Approver role Properties Editor ji Y Select your name or vd Lo Select your name Add Sr property To add another role click on Add another property link Another set of criteria will appear and select Or Select the same criteria Coordinator and your name in drop down lists as the following screenshot for the Coordinator role Preis Reda Mil y Select your name Or bo Approver w v Select your name or Y Coordinator v v Select your name Add another property c Click on Search button when you are ready to begin your search 4 The Search Results will appear on the Content pane de Webtop Search iS CMSREPOSITORY editor2 Inbox A Saved Searches Q Subscriptions LE My Files Y Categories My Home Cabinet TTA Cabinets Add Repository Saved searches Y m gt fe BD db v Page Ch
7. You should create the unordered list by itself and not within a paragraph element To create a bulleted list default ee Moa Put your cursor at the end of a paragraph table or ordered list element Choose lt ul gt from the Element List Choose lt li gt from the Element List to start the list or just start typing and the lt li gt will be created automatically If you want to add another lt li gt put the cursor before the end of lt li gt tag and press Enter on the keyboard To create a dashed list AS Put your cursor at the end of a paragraph a paragraph table or ordered list element Choose lt ul gt from the Element List Choose lt li gt from the Element List to start the list or just start typing and the lt li gt will be created automatically If you want to add another lt li gt put the cursor before the end of lt li gt tag and press Enter on the keyboard 30 September 2014 5 Once you finished creating your unordered list you have to change the type attribute field to dash a Click one of the end lt li gt tag to select it b Click View gt Attribute Inspector c Locate type attribute and enter the word dash Attribute Inspector compact type spectitle id d Turn off the Attribute Inspector by clicking on View gt Attribute Inspector Note you will only see changes to the style of the list once it is published Ordered list lt ol gt The default ordered list is a n
8. If you want to change the default columns 1 Click Tools gt Preferences 2 Click Columns tab 3 Scroll down to Inbox and click Edit 4 Choose which attributes you want to display on the inbox content pane Web Page Dialog Preferences Display Settings Columns for Inbox Select object type Select attributes to display Selected attributes to display as column Priority Task Name vol 2 cal a Due Date Resct to dofaulta Notifications There are two different notification types Change notification Notifies you when file s have been checked in From the Subject column you will see this IM checked In Turn on change notification 1 From the task view right click the file 2 Select Turn on Change Notification from the pop up menu Read notification Notifies you when someone has read the file s From the Subject column you will see this A dm petfile Turn on read notification 1 From the task view right click the file 2 Select Turn on Read Notification from the pop up menu 30 September 2014 Task view From the Inbox listing click on the task to see this view Webtop Windows Internet Explorer Sele ey le https gecms2 ncs mcgill ca 4443 webtop wdk system drl del jsp M3 4 XK Li ve Search EJE File Edit View Favorites Tools Help y E we d Webtop far El Page G Tools sa Aly 7 Logout
9. Inbox 9 Double click on the task corresponding to the document that you just edited The Task view will open 10 At this point you shouldn t see the key icon beside the document name from Info tab 11 Add any comments about the document from the Comments tab 12 Click Finish to submit it to the Approver e Make sure that you have finished making all your changes to the document e If you see the key icon beside your document from the Task view this means that you have the file checked out and you need to check it in e Add all your comments Approver s role Once you log into Webtop click on a task from the Inbox Content pane Then the Task view will open 1 Right click on the XML document and click Edit 3 Webtop Microsoft Internet Explorer Sele File Edit View Favorites Tools Help ay Q pad Y amp x a A p gt Search Sie Favorites 4 e e fw gt L rel 3 E Address 4 hips qecms2 ncs mcgill ca 4443 webtop component main __dmfClientid 12410989777438 _dmfTzoff 2408 _dmfRequestid _dientimr 28 dmfJumpT Y Go Links Google Z search e pr Q C Bookmarksy Q Find gt YW Check S AutoFill Sign In a Mi Logout lg CMSREPOSITORY approver2 File Edit View Tools Ha Inbox Q Saved Searches Info Comments Progress LQ Subscriptions de My Files a Faculty Administrative 33 Categories Staff Approve M EN My Home Cabinet Description Law eCalendar Topic Workflow 2009 04 28 EH Cabinets From
10. Tools File Edit View Tools Search Results Q 1 Results in CMSREPOSITORY 4 24 09 11 30 AM Restart BO En SSK 9 Hame Ranking Modified Source K T 56 4 15 09 4 14 PM CMSREPOSITORY law_ug the _mcgill program A short description of The McGill Program You can now save your search results to put it in the Saved Searches from the Tree pane 30 September 2014 ll E al all all How to save your search results 1 After you have finished the steps for Advanced search you will be in a Search Results view in the Content pane Ranking Modified Source ZEP a ba law ug the mcgil program 56 4 15 09 4 14 PM CM5REPOSITORY law ue the mcell program short description of The McGill Program El 2 Click Save E 3 A Save Your Search window appears and change the following fields a Beside Name field enter a name for your save results e g Editor b Beside Description field enter a description to describe your save results e g eCalendar topics or leave it blank if desired c Make sure you uncheck Include Results and Make Public Include Results Make Public d Click OK How to view your save results and begin editing the XML document 1 From the Tree pane click Saved Searches 2 You will see the name of your save results on the Content pane Double click on the name of your saved results f Webtop Windows Internet Explorer ge v https fIqecms2 ncs mcgill
11. all of these buttons in each of the tabs gt Next previous allows you to navigate through the tabs gt Finish sends it to the Approver gt Close brings it back to the main Inbox which is your list of tasks e Approver You will see all of these buttons in each of the tabs Next Forward Reject Close Next previous allows you to navigate through the tabs Forward sends it to the Coordinator Reject sends it back to the Editor Close brings it back to the main Inbox which is your list of tasks Y Y Y Y e Coordinator You will see all of these buttons in each of the tabs Next Forward Reject Close Next previous allows you to navigate through the tabs Forward you have to sign off and it will send it to the Managing Editor Reject sends it back to the Editor or Approver Y V Y Y Close brings it back to the main Inbox which is your list of tasks Getting Started for Individual Roles The following is step by step instructions for the Editor Approver and Coordinator in Webtop Fditor s role After you log into Webtop 1 If you clicked on the task link from an email the task view will open automatically Otherwise go to the Inbox from the tree pane and double click on the task 30 September 2014 2 From the Info tab read the instructions Requirements Instructions none Review this topic and make the necessary changes Save and check in Once you are finished making changes
12. and the Version number of the file reflects the settings you specified when you checked it in Note if you do not see the Version column you can add it using the Column preferences icon Checking Out a file When you check out a file it will automatically check out the selected file and lock it so other users cannot modify it It is recommended to use the Check Out procedure when you want to lock the file because you are not finished with it and you don t want others to work on it To Check Out a file From the content pane right click on the file and select Check Out from the pop up menu Alternatively you can select the file and click File gt Check Out from the menu If you use the Check Out procedure and you want to now edit the file you can do so by selecting File gt Edit Cancel Checkout f you checked out a file but did not end up making any changes to that file you can choose Cancel Checkout to effectively undo the checkout In this case any changes you may have made to the local copy of the file will not be saved Searches Advanced search After you log into Webtop 1 On the top of the Tree pane click on the drop down arrow Ea TA 3 An Advanced Search General window appears and change the following fields a Beside Object Type field click on the drop down list and select eCalendar Document eCalendar _ document 2 Click Advanced Object Type eCalendar Document ecalendar document w b
13. below Select a text or some text within a paragraph table or lists element Choose lt u gt from the Element List You will see the bold tag and start typing your text or Place your cursor within a paragraph table or lists element Choose lt u gt from the Element List WM GW M L You will see the underline tag and start typing your text Note The first method will not display as track changes Italic lt i gt This an fale element lt i This is used when you want to emphasize on a word or a phrase 30 September 2014 To insert an italicized element you can use either of the two methods below Select a text or some text within a paragraph table or lists element Choose lt i gt from the Element List You will see the italicized tag and start typing your text Place your cursor within a paragraph table or lists element Choose lt i gt from the Element List 3 You will see the italicized tag and start typing your text Note The first method will not display as track changes Citation lt cite gt This is a citation element This is used to italicize the reference material e g book journal etc To insert a citation element you can use either of the two methods below 1 Select a text or some text within a paragraph table or lists element 2 Choose lt cite gt from the Element List 3 You will see the citation tag and start typing your text or 1 Place your cursor within a paragraph table or lis
14. dmadmin Add Repository Received 4 30 09 2 59 PM WorkFlow Instructions Requirements Instructions Select next Edit ional changes if necessary tasks Open Read Only changes write a comment save and check in Double click on this topic in your inbox and cli a Check Out Subscribe Subscribe Others Email as Link Export Add Relationship Quickflow Properties Add to Clipboard Add to Favorites Delete Turn On Read Notification Turn On Change Notification View view gt is Next Forward Reject Close B Trusted sites XMAX will open 2 You will see a pop up window indicating that Change Tracking is on Click OK e Make sure that you have finished making all your changes to the document e Ifyou see the key icon beside your document from the Task view this means that you have the file checked out and you need to check it in e Add all your comments 30 September 2014 3 Review the content of the document and make modification if needed See section on XML elements 4 Spell check your document See Spell checker for more information 5 Save File gt Save 6 Check In File gt Check In Click OK Ignore the version radio buttons as we will not be using this 7 XMAX will close and you will return to Webtop Inbox 8 Double click on the task corresponding to the document that you just edited The Task view will open At this point you shouldn t see the key icon beside the document
15. name from Info tab 9 Add any comments about the document from the Comments tab 10 Click Forward to submit it to the Coordinator Coordinator s Role Once you log into Webtop click on a task from the Inbox Content pane Then the Task view will open 1 Right click on the XML document and click Edit Ob Webtip Microsoft interner Explorer E mea Ple gdt yew Favorites Took Hre y po y a e fa d h Om O 996 Pos dere OSS QH A E has 0612 a aes Wa Baan N acalinat anaana S 5124 2315 _dof Fi Bg ea bal s n e Ge E oag N Sse wh lt v d lt ry a Basins lt rra SF cheek lt Y a Sgn in Er 74 af 1 g b tew eS ERG eee AEP wes KI T r Te Hare L ls rn al 7 JPM t a nes Forwerd Reject Close ea a Tred sites XMAX will open 2 You will see a pop up window indicating that Change Tracking is on Click OK 3 Review the content of the document and make modification if needed See section on XML elements 4 Spell check your document See Spell checker for more information 5 Save File gt Save 6 Check In File gt Check In The Checkin window displays Click OK Ignore the version radio buttons as we will not be using this XMAX will close and you will return to Webtop Inbox 8 Double click on the task corresponding to the document that you just edited The Task view will open At this point you shouldn t see the key icon beside the document name from Info tab
16. the interface Tag view gt This is the default view It shows the beginning and the end of each element using icons We recommend that you use this view to ensure that you don t have any broken elements and to easily see what elements are being used as well as what elements you are inserting 30 September 2014 Normal view 4 Normal view is used to see the text without the element tags Element list pane The Element List is where you choose elements to insert into your document Depending on the location of your cursor within the content area the system will display the list of other elements that can be used General Word Processing Functions XMAX has the following word processing functions Selecting deselecting text To select text you need to highlight it and there are several ways to do this Using the mouse or the keyboard you can select text character by character word by word and paragraph by paragraph Select a word Double click on the word to select Select words paragraph 1 Use the mouse and click to where you want the insertion to start the selection 2 Click once and continue to hold down the mouse while dragging across multiple letters to where you want the end selection to stop Deselect text f a word or paragraph is selected click somewhere else in the document to deselect or double click within the selected area Delete text 1 Select the text that you want to delete 2 Press on Delete on the
17. 14 Comments tab This tab allows you to enter any comments about the XML document Info Comments Progress topic object_namej Review ll Description Law eCalendar Topic Workflow From dmadmin Received 4 21 09 4218 PM WorkFlow Instructions To add a comment 1 Click Add 2 Inthe Comment field type your comment 3 Select one of the following radio buttons a For subsequent recipients Sends the comment to all users performing all future tasks in the workflow b For next recipients only Sends the comment only to the users performing the next task in the workflow 4 Click OK Note Enter any comments about the document before you click on any of the action buttons Forward Finish Reject You will not be able to add comments once the document is submitted to another user of the workflow Progress tab This tab allows you to see the upcoming as well as past events of the workflow Info Comments Progress topic object_namej Review m Description Law eCalendar Topic Workflow From dmadmin Received 4 21 09 4 18 PM Workflow Instructions Up coming Next Performer Forward to Approver meditor Event Performer Date 4 l E 4 20 09 Finished Init CMSADMIN 7 21 PM i EINE ae 4 20 09 Finished Topic Creation Required meditor 7 23 PM Action buttons The action buttons are different for Editor Approver and Coordinator 30 September 2014 e Editor You will see
18. 14 APP PA A A 15 Decane OU Mo ia 16 Cancel CINCO UU ancient ein cnn ceustosenemnvesurwacedenaaeese 16 EI T E EOI E ans 16 Advanced search sese eee 16 eee Eiee A Pr ania tanness unansancesedamcatnneanauneetan sudan acsesersancuntne sseusncancees uuaiucaecedemacetanalasansesesdateateceseaunesmanes 17 HOW TORS AVS VOUT aE a EE ips 18 30 September 2014 How to view your save results and begin editing the XML document sss sese esse eee eee eee eee eee eee 18 NETO CO INDI TT 19 NDOXOPUOAS in A AA A 19 O eee 19 Get next tas automatica Vi lid 20 Taner A S 20 Deacon al aos 20 E 21 E TTT 22 A In T 22 Gettine Startea or Individual ROS 3s di 24 EOS Tolo roda ic Nace 24 Approver s RO rt ai 25 Coordinator o Olea is aia ns 26 A TT 28 A A e gn E E E E E cdot gate E N se aneaton boat ce nanesanc dace aa tinastaoras 28 BOWSER Te QUISTE iaa 28 Getting started tor the INGIVIdUal s Polendos 28 O 28 APProOver STOE A Ai 29 Coordinators Role aa aos 30 XMAX IE ACS ad 31 PT MOI ana too Da Sunat tad ode 31 Content edeo e a a tio 32 ELEMENTU SED aO A sane T O NE E A EA EAT E 33 General Wora ProOcessiNg FUNCION Suit daa 33 selecting deselecting tex ds 33 CUTTING COPYINESDasting TEX Tasna A a E N 33 A 34 VE APO COMPU RARA 34 30 September 2014 A 34 EIT 35 nsertine dn elemen niesienie a E a SA A Ii 36 SECIE Ab 2 1 ea E E E E ceova saw enucauenane aes 36 COMMONIUSCA Ce MAS o cid 36 LS A A iaucacsae anne tareaeiaiasonaven issue tubs
19. 2P McGill eCalendar User Guide Content Management System Webtop and XMAX User Manual 30 September 2014 Table of Contents ARI Am lt f o a ee SU Saab eae awcelee E ore 6 What is a Content Management System CNST eee eee eee 7 VS OTIS acca O S o uo manu aaedsaqnacteuecs 7 Browser Requirement eee eee eee eee eee e eee eee 7 NStallation ReQquirenen TT 7 Add the Webtop URL to your browser s trusted Sites 7 Set the security settings to Low for trusted sites to allow the ActiveX control tO FUN sese eee eee eee eee 8 If Popup Blocker is turned on add the Webtop URL to your browser s list Of POP UP EXCEPTIONS cccooocccccnnccnncnnnncnnnnnaconnnnaconncnananonos 8 Understanding ihe ecalendar WOFK TOW scssccsisicesnssacensscsnicnsantaceteveecsssancdaivetinaislstesesialenhioposeiansddeesueimendistocedinacdalotmesasenbies sasdandadids nooo 8 Webtop Content Management SYSCCIMN scccccececcravecccuvsccousrencusrencususvsvssencusrencustencuscsvavsrencusrencustensesssuacerencuerencustenacscscacerencueresevacscsousrensns 10 WTC IS o o o AAA qn A E Ro A 10 BON dael n iia risa A rondando 10 DORT EO id tz 10 To access the Webtob GUICKIV inthe TUTU ulcera 10 EXDIO gig yeh eT ike Ntra TT 11 A o A Eo E aaeea EAA 11 ET O Pr ORO Eo PB tense E vn eet ours aie yen antes gent Sate ago eotig ecto cious E mucneneat 13 Mecca eS E e O O 13 Procedure to Mman ace VOU eS ciaci n alle rito siesta liarla daria antuadnan N 14 ENE TIE o a A E o E PA
20. 8 09 1245 PM HTML Uor dek lalces Content Structure tied MOT AM MO CUARENT ARG ML Document bid si a ne m 2 7 ZDI TOS PMA LTS DITA Topic 1 0 CURBS bE MS Word Document 3 0 2000 S Kaaaumg 311909 9 55 AM 1 1 COURRENT 22 KB AS Wierd Template 3007 izi Tertio OA 10 06 A 1 1 CURRENT 101 KE POF Fusion Definition Fila E testing 3735 140 pM ZO CURRENT 86 KE add Repos tory Tree pane Content pane A Messages Applet Resdenslcfinvoner_ Launchiuntmetipplet 0 started Webtop interface Navigation tree in left hand pane Contents on the right Tree pane In the left hand pane you see a tree view structure of files There are different types of functions Inbox This contains tasks and notifications Saved Searches This contains pre defined searches that you have saved Subscriptions You can subscribe a file to someone or yourself for easier access to the file This file will appear in the Subscriptions function When you access this file from the Subscriptions function the file is retrieved from its original repository location My Files This is a list of files that are your recent files Note that this will not be used for the eCalendar Categories Categories are not being used at McGill My Home Cabinet This is similar to My Documents in Windows It allows you to store links shortcuts to the files and folders from other cabinets for easy access When you have included some folders in this cabinet click t
21. ance acee eubea lan tes ee ssatuen sane tesehan st caccaeses 36 FoOrmattune T iaa 37 Note TG A 38 LISTS Sy Fe 9 a1 2 gc spp 39 Table kaeseOeerdoa Neccens et Giswacecesana laceaut Aes vaca legac E E GAR 41 SOME Vile Stile VSO tete dada 43 COMMON nice eiii cocoa 43 Bi xT A A O toed oleae ammectsenees 43 Malta ia ai adeaes Ss 45 Advanced Elements TTT 46 SUHDE SOI A A E E eee dada 46 SUDESTE SUD TTT TS E AEAN EEEE EATE 46 SUCIO e AANEEN E EE EN EE EE AN E E E EC E EEE E EE ee ee dicas 46 Tips LOr Nerine EITE T L 47 TACK IVAN OS eera T T T ide 47 Track chan ses 0 fol e diia 48 VIEWINE tra evn O loo ces 48 HOW tO Use Track Chasis a a a E a ar 48 0 Og 210 eg ee mR Aa A A EEEE 48 HOW tOsUSe The Spell Checker aid dd 49 SENO LN TE 49 NN 50 TWOWays to Validate YOU FXML AdOCUMENt ciar os 50 Understanding the Validation ERES oa 51 Best Practical da 52 30 September 2014 Support 30 September 2014 eCalender User Guide About this manual This manual is used as a supplement training guide for users 30 September 2014 What is a Content Management System CMS Overview of CMS Databases are used to help manage structured content information organized into columns and rows such as financial data or HR records However over 80 of enterprise content is unstructured consisting of documentation notes procedures etc Managing content has become a time consuming task for people working in large organizations According
22. and beside the type attribute field enter the corresponding Attribute Inspector Type column For example in this screenshot we are choosing the alphabetic list type and we entered alpha in the type field Attribute Inspector lt ol gt compact dE type alpha spectitle Id e Turn off the Attribute Inspector by clicking on View gt Attribute Inspector Note you will only see changes to the style of the list once it is published Table This is used to create a table in your XML document 30 September 2014 To insert a table 1 Click Table gt Insert Table Table Help Insert Table 2 Select the number of rows and columns 2 Insert Table Web Page Dialog P X Rows 2 w Columns 2 DT DT 4 HTML cals 3 Click OK You should see the Table inserted in your XML document For other Table features do the following 1 Once you insert the table put your cursor inside a cell 2 Click Table menu and choose any of the features from the Table drop down list Note Do not insert a Table from the Element List pane use the Insert menu 30 September 2014 Table Help Insert Row Above Insert Row Below Insert Column Left Insert Column Right Move Row Up Move Row Down Move Column Left Move Column Right Delete Row Delete Column Merge Cell Up Merge Cell Down Merge Cell Left Merge Cell Right Split Cell in
23. ault Writing Tools language Validation XML documents have to adhere to a set of rules These set of rules ensure that you do not break the required structure when you modify your document The Element List pane is one of the ways the system validates the XML language Using the Element List pane is preferred since only the Element Lists that can be correctly inserted in the current location are listed This will prevent errors The other way is you can use the Validation feature to thoroughly check your document Validation finds and reports any errors that are found There are two types of validation errors that may occur 1 Missing content 2 Content that is tagged incorrectly Two ways to validate your XML document You can perform a check at any time to find validation errors in your document There are two ways to validate your document you can validate the whole document or validate a selection of your document 30 September 2014 1 To validate your document a Click Tools gt Validate Document Tools Table Help Spellchecker Mext Change Previous Change Validate Document Validate Selection 2 To validate a selection of your document a Select the section that you would like to validate b Click Tools gt Validate Selection Tools Table Help Spellchecker Mext Change Previous Change Validate Document Validate Selection Understanding the Validation Errors Errors f your documen
24. ca 4443 webtop component main Gli X Live Searct File _ Edit View Favorites Tools Help w k E webtop Ey B dh gt E gt Page 7 Tools Logout CMSREPOSITORY editor2 Q Subscriptions Name Description Modified Sources Results E My Home Cabinet G i ul Cabinets Editor1 Add Repository eCalendar Topics 4 24 09 11 46 AM CMSREPOSITORY 1 3 You will see all the XML documents that are assigned to you Right click on the XML document and select Edit from the pop up menu 4 Follow the instruction on how to insert elements in XMAX 30 September 2014 Webtop Inbox Your Inbox contains tasks and notifications Tasks are electronic assignments For example a task can be assigned to you manually by the Managing Editor Notifications are messages that an event has occurred For example if you are working on some documents jointly with co workers and you want to be notified whenever one of those documents is edited and checked in Here is a screenshot of the Webtop Inbox Webtop Microsoft Internet Explorer DE File Edit View Favorites Tools Help Ed Q sad amp D a e JO search PZ Favorites 4 B L hw n A 3 Address E https qecms2 ncs mcgill ca 4443 webtop component main __dmfClientid 12417178119228_dmfTzoff 240 sam sm y Go Links gt Cong ba MEC Select Snagit GT Search Als Bee CMSREPOSITORY a ma Ra CMS_TRAIN editor v i H Saved Searches s Le Subsc
25. e Internet Explorer menu e Check In when you are finished with your topic e Do not use the Internet Explorer back forward button e Use the Comment element if you are changing the Short Title e Use only the elements mentioned under the section Commonly used elements Support LJ Login and technical issues o Contact IT Customer Services at 514 398 3398 or itsupport mcgill ca LJ Questions about the eCalendar process Webtop and XMAX o Contact ecalendarsupport es mcgill ca 30 September 2014
26. e Minerva to drop your last course between Sept Track Changes are always on You will then default to tag view Any modifications to your document will be reflected in your document Be aware however that several modifications are not tracked changes to elements e g bold italics underline additions or deletions of rows of existing tables When this occurs please create a comment to describe and highlight the change that you have made 30 September 2014 Track changes display since Track Changes is automatically turned on modifications you make appear in a format that is according to system defaults Here is an example of how track changes are displayed on an XML document for adding deleting and moving content The text is displayed in revision marks e Adding and moving Be aware of this policy e Deleting aeeie net not Viewing track changes f you already see some track changes when you access the document it means that another user has already modified the XML document If you hover over the changed text a popup displays the name of the user who made the modification as well as the date the modification was made Eepe Eme gt Law Library Admin Staff me E Hie gt L aw Library Staff title Deleted by adias C prolog Mon Apr 06 12 05 22 2009 How to use Track Changes In the XML document you can use the system to go to the next or previous change Go to Tools and select the following drop down actions To
27. egill cal 4 Click OK This is how it looks like when it is inserted in the content area E p gt This is an email address El xref gt xref firstname lastname mcaill ca lt lt p 5 Verify that the scope attribute field in the Attribute Inspector pane is external a Click text inside the lt xref gt tag Click View gt Attribute Inspector Scroll down to locate scope attribute The scope attribute field should be external if not type the word external Turn off the Attribute Inspector by clicking on View gt Attribute Inspector pap G 30 September 2014 If you want to replace the email address with a text 1 Click and drag with your mouse to highlight the email address make sure you don t delete the xref 2 Type the desired text lep THIS is an email address Elxref gt xref John Smith iret lt p Advanced Elements Subtopic lt topic gt A subtopic is created when it is desired to have a topic that is always linked to the topic above it In a PDF rendition it will have a header in bold with no numbering Before creating a subtopic you may want to consider creating a new standalone topic instead Please consult the managing editor at ecalendarsupport es mcgill ca regarding the various options before proceeding to create a subtopic A subtopic will look like this in XML The National Program since 1968 and the Faculty s New Curriculum An example of a topic that has several subtopics would be Tuition Fee
28. eps on how to access XMAX and how to edit XML document for the Editor Approver and Coordinator Fditor s role Once you log into Webtop click on a task from the Inbox Content pane Then the Task view will open 1 Right click on the XML document at the bottom of the Info tab and click Edit 4 Nd domp Microsol nieret E Kpli Ee EO pes Foibe Tose fie ja a a j i 1 2 7 a a h Gu gt te me n A Search CE E emi L re j laa a 3 B Z https iers na mogi on Hi ae log reponer ei enida LMT T oaia deepened T E Ge Lara sale ha A scorch S E J dp Keh 7 Gr Bamaka gt n z 5 Check Fj AFi de gt Aj RI EMSREBOSMTOA Y eibar O Ese View Tod sio beba e Pd Lavpd Daane hari bfa Comments Progreii 3 5 dn aip harri iy Files Facully Al ro Ll E a E Ny ers bore erie Le P e a Cul A an dela Ret EEEE aja Ti a Requirements Iretructiona i Hei N Ens R i a X Meat manl pos EN 2 O reis 2 XMAX will open You will see a pop up window indicating that Change Tracking is on Click OK 3 Review the content of the document and make modification if needed See section on XML elements 4 Spell check your document See Spell checker for more information 30 September 2014 5 Save File gt Save 6 Check In File gt Check In 7 The Checkin window displays Click OK Ignore the version radio buttons as we will not be using this 8 XMAX will close and you will return to Webtop
29. fied by their icon Default Columns iii Subject Task Name Status Date Received Due Date ZEF Admissions Policy Edit dit More changes required Acquired 4 29 09 10 10 AM Subject This contains the name of the XML document and the type of task Each role will have a different task description displayed under the Subject column e For the Editor there are three types of task 1 Edit when you need to view the content and make necessary changes to the document 2 Edit more changes needed when the Approver has sent the document back to you check the comments to see what other changes are needed 3 Create New Topic this will be used for future production cycles of the eCalendar e For the Approver there is only one task type called Approve e For Coordinator there is only one task type called Coordinator sign off From It identifies who created the file by their username Date Received The date and time the task was assigned Due Date The date and time the task needs to be completed Note that this feature is not currently being used in the eCalendar project Status The status will change based on your interaction with the task When you receive the task the status is Dormant The status changes to Acquired once you open the task whether or not you open the actual document Repository It will tell you the location of the file Priority Not currently being used at McGill 30 September 2014 Note
30. fo tab perform action buttons click Reject i a ee Previous i 7 Evidence and Procedure Coorcinator Sign off 2 Description Lre eCalesdar opic W Kie 2009 04 26 c The task will be removed from your Inbox and sends it back to the Editor or Approver d The task will be returned to you when the additional changes have been made 5 Complete the task a Once you have made your changes to your XML document and you are ready to send it to the Managing Editor click Forward b You will be prompted to sign off using your McGill Password of your McGill Username Forward gt Evence and Procecure Conrdinater Sign off R l Description Law eCalendar Topic Workflow 2009 04 35 From CMSADWN Received 4 5 07 11 37 AM Word laL drra Select Up To 1 Mext Forward Tasks Forward Task Name Newt Pertarmer Pronote to Approved CMSADMIN Sign Off Required Password c Click OK 30 September 2014 XMAX What is XMAX XMAX is integrated with Webtop It is used to create and modify XML documents Elements are used to identify distinct types of content such a paragraph lists tables and more The eCalendar uses a small subset of the available elements and they are described below XMAX has many capabilities such as text editing spell checking and XML validation Browser requirement XMAX only works in Internet Explorer 7 or 8 Getting started for the individual s role The following are st
31. gill ca webtop and go to the site Enter your McGill Username Enter your McGill Password Select the Repository containing the content for the eCalendar For greater security do NOT check the Remember my credentials checkbox E E Click Login to proceed To access the Webtop quickly in the future Save the Webtop URL as a Favorite in your browser Click Favorites gt Add to Favorites in the Internet Explorer toolbar Or create a shortcut to that URL on your desktop 1 Right click on your Windows desktop and select New gt Shortcut 2 Paste in the URL https cms mcgill ca webtop and click Next Type in a name such as McGill Webtop and click Finish 30 September 2014 Exploring Webtop Interface The Webtop interface looks very similar to Microsoft Explorer in Windows f Webbop Windows Internet Explores G Y lt B http gecms2 ncs mogll ca 7777 webtop componentimain __dmfChentid 12373909224504__dmfT20 2008 4 3K Fie Edit Wew Favorites Tools Help Ei Convert BC select a de Bwedtep Ey El gt dh Page lt 73 Tole a Search le Logout Fie Egt View Tool Menu bar POSITOS editor Ta wema Navigation path 3 S LA Saved Searches vee Cabinet editor Starts With A Show Fikes and Folders LL Subscriptions x niat L My Files ps Categories C e alendar_best_1 3 18 09 5 50 AM C images 119 04 09 33 M Column D my Projects 3 26 09 3 22 PM Preferences C Project Files 31T 1 56 HM tex 3 1
32. he plus sign next to a folder to expand the view or click the minus sign next to a folder to collapse the view 30 September 2014 Cabinets These are all the cabinets in the current repository that you have permission to view Note that you may not have permission to edit all of the files within these cabinets Click the plus sign next to a folder to expand the view or the minus sign to collapse the view Content Pane Depending on what you choose from the Tree pane you will see its folder and or files in the content pane The content pane of the My Home Cabinet includes the navigation path menu bar viewing options files folders listing Menu bar The menu bar above the content pane contains context sensitive actions that you can perform depending on what is selected Navigation path The Navigation path is located just below the menu bar It is similar to breadcrumbs that you may see on web pages it shows the folder hierarchy of the current contents You can click on folders within the path to navigate back up the hierarchy Viewing options You can view your files and folders in details or thumbnail view A L 1 This allows you to choose if you want to view your files and folders in details or thumbnail view 2 This only appears if there is a large number of items for viewing 3 This allows you to choose the number of items to display on a page Files folders listing When you select a folder fro
33. hen you complete a workflow task the workflow automatically sends a task to the next user in the workflow The procedure of the eCalendar workflow is The Managing Editor will initiate the workflow by sending out an email in Outlook to start the review process The general workflow passes through these roles Coordinator Coordinator 2 Copy Editor Each topic has been assigned an editor approver coordinator and second coordinator based on subject expertise A 30 September 2014 notification is sent to each person in the workflow both in Outlook and Webtop to notify them when it is time to take action on a given topic The task can be accessed through their Webtop inbox Each task contains a topic that needs to be reviewed or edited Zopics are pieces of eCalendar content in XML format Editor after clicking on the link from the email an Editor logs into Webtop selects a topic reads the instructions verifies the content of the assigned XML document s modifies the document if needed and then submits the document to the Approver Approver can additionally modify content or accept the content and forward it to the Coordinator The Approver can also choose to write a comment and reject the topic back to the editor for more changes to be made The editor will make changes and send the topic back to the approver for another review Coordinators will sign off on the document However if a coordinator rejects the changes he o
34. ing a small change To Save click File gt Save or click on the icon H from the toolbar Note if you forget to save your file and you clicked on File gt Check In the system will ask you if you want to save the file Note Ctrl s will not save your document Find or find replace Find You can quickly search for every occurrence of specific word or phrase in your document 1 Click Edit gt Find and Replace or click on the icon F from the toolbar 2 Beside Find field enter the word or phrase that you are looking for in the document 30 September 2014 J XMetal for ActiveX Find and Replace Web gt E 3 Click Find Find Replace You can automatically replace a word or phrase with another for example you can replace Winter 2008 with Summer 2009 When you replace a word or phrase you have to set the appropriate criteria for your replacement action 1 Click Edit gt Find and Replace or click on the icon du L the toolbar 2 Beside Find field enter the word or phrase that you are looking for in the document lase rea 3 Beside Replace field enter the new word or phrase 4 Click on the checkbox es for the replacement criteria E Match Case Whole Words _ Use Pattern Matching L Wrap _ Backwards Search 5 Click Replace Replace Find or Replace All Replace Replace Find Replace All Elements Flements are similar t
35. keyboard Cutting copying pasting text f you decide to cut copy and paste text we recommend that you do these functions in Tag view If you do it in the Normal view you may break some elements in the document As a result it will create an invalid XML Clear text When you clear a text it removes the text from the document and does not store it in the clipboard for pasting somewhere else in the document 1 Select the text 2 Press Delete on the keyboard 30 September 2014 Cut text When you cut a text you are removing the text and putting it in the clipboard for pasting somewhere else in the document 1 Select the text 2 Click Edit gt Cut Ctrl x Copy text When you copy a text you are not removing the text from its original location instead you are storing it in the clipboard for pasting somewhere else in the document 1 Select the text 2 Click Edit gt Copy Ctrl c Paste text When you paste a text you are inserting text that was last cut or copied to the clipboard 1 Insert the cursor to the correct location by using the mouse and click on the location where you want the text to be paste 2 Click Edit gt Paste Ctrl v Undo text You can use undo action until the last time you saved the file To Undo click Edit gt Undo or use the keyboard shortcut Ctrl z Save file You should save your file on a frequent basis such as when you have made a major change or have finished modify
36. m the Tree pane the list of files within that folder appears on the content pane Here you can view the default setting details of each file such as e Format type or application associated with the file Word HTML XML JPEG etc e Name of the file or folder e Modified date the file or folder was last updated e Category special project specific designation for certain files e Version the current version number for the file P You can customize the default attributes that appear in this view by clicking the icon that looks like this In the Preferences Display Settings Columns for Cabinets window use the left and right arrow buttons to add or remove attributes properties use the up and down arrow buttons to position the attributes from left to right within the content pane 30 September 2014 Preferences Display Settings Columns for Cabinets Select object type Aspect Name Size Attachment Indicator KE Format Authors Modified Branch Count Controlling Application Created Creator Reset to defaults Note that changes made using this button only affect the content that you are currently viewing To change the default column settings for all cabinets click Tools gt Preferences from the Menu bar click the Columns tab and follow the same procedure Logging Out When you are finished working in the CMS or if you are leaving your workstation unattended click the Logout button in the up
37. nd etc L Ea K 4199 90 00 0 6 Content area The content area is where you add or modify content using XML elements ELb gt Created with XMetaL http Awaw oxmetal com lt E Gopo Eme gt Fees and Withdrawal from the University lt me ititie gt Fees and Withdrawal from the University Zas Clereaied gt o Q Era o Q Ersan gt Q ies Emetadaa gt Clea LZ body EGlp gt if you decide not to attend the term s in which you are registered you must officially withdraw from the University in accordance with section Enref gt xref Regulations Concerning University Withdrawal lt ref Eb gt Otherwisel you are liable for all applicable tuition and other fees lt a W ip gt if you use Minerva to drop your last course between September 1 and the end of the withdrawal period with full refund you will be deemed withdrawn from the University You are automatically charged a minimum charge of 100 or your registration deposit fee whichever is higher to cover administrative costs of registration lt p Ep gt Eb gt lf you stop attending classes without dropping your courses you are liable for all applicable tuition and other fees lt b See section Exref gt xref Regulations Concerning University Withdrawal lt reil lt p D topic body p b a gt View There are two views that you can choose to display your XML document Tag and Normal view These two views are located on the left bottom of
38. nguage 1 After you have opened the XML document click Tools gt Spellchecker 2 From the Writing tools pop up window click on Options gt Language 30 September 2014 2 1 Element List Cope S gt L aW School Admission Test LSAT E Writing Tools ES Spell Checker Thesaurus Replace with noted O Besame tuto Replace Replacements A rent User Word Lists es v Ato Start Close Beep On Misspelled EDU EI LU ILe E ALUILY U avy yy A Ui U E UTE PELaUusE Recheck All Text Admissions Office accesses this information directly G b gt Failure to Check Words With Numbers disclose this information is a serious omission that may result in Y Check Duplicate Words the unilateral cancellation of the application Any admission grante Y Shek Irregular Capitalization f x S gt S s Prompt Before 4uto Replacement on the basis of information in an application or supporting ST v Show Phonetic Suggestions documents that is incorrect or untrue may be revoked at the sole D topic body p 4 3 A Select Language pop up window appears and select the language you desire 4 Puta check on Save as default Writing Tools language 5 Click OK Select Language Language META Danish Dutch 1 Cancel Englith Australian English Canadian E Help English U K UK Engligh U 5 US Estonian ET Add Finnish SU French Canadian CF z 1 Erenra N atonal CD oa Show available languages only Save as def
39. o HTML tags Elements define which tags you are allowed to insert in your document Tags have a beginning left side and end right side Gp This ls a paragragh element The beginning tag also allows you to collapse or expand the element e If it is collapsed it looks like this Z e Ifitis expanded it looks like this p gt This is a paragraph lt p 30 September 2014 An element can also be nested within another element For example the bold element is nested within the paragraph element Sp This is d EB gt bold_ lt EJharagrach element lt H Inserting an element Depending on where your cursor is in the content area the Element List pane will display the elements that you can use at that point This feature ensures that you will not make any error in your XML document For example if you put your cursor at the end of the paragraph tag and you want to insert a bold element the bold element will not display in the Flement List pane 1 Position your cursor in the content area this will depend on the type of element you want to insert see Commonly used elements 2 Choose an element from the Element list by clicking on it Selecting an Element To select any element that is already inserted in the document it is best to click on the end tag of the element Here are different scenarios of selecting an element e Anelement e Anelement within other elements Gip avec Gi and paragragh element lt e A group
40. of nested elements e g in this paragraph element you are also selecting the bold and italic element RER EE no Commonly used elements This section describes the commonly used elements for the eCalendar project Paragraph lt p gt Ep gt This is a paragraph tag lt p To insert a paragraph element you can either 1 Position your cursor within the body element but not within an existing paragraph table or lists element 2 Choose lt p gt from the Element List or 30 September 2014 1 Place your cursor after an existing end paragraph tag lt p 2 Start typing this will automatically create the correct paragraph XML element Formatting elements Bold lt b gt b gt This is a bold element lt 4 This is used for when you want to emphasize on a word or phrase To insert a bold element you can use either of the two methods below Select a text or some text within a paragraph table or lists element Choose lt b gt from the Element List You will see the bold tag and start typing your text or Place your cursor within a paragraph table or lists element Choose lt b gt from the Element List Sa eS SY You will see the bold tag and start typing your text Note The first method will not display as track changes Underline lt u gt Eu This is an underline element lt 4 This is used when you want to underline a word or phrase To insert an underline element you can use either of the two methods
41. ols Table Help Spellchecker Next Change Previous Change Validate Document Validate Selection Next Change To view the next change click Tools gt Next Change This will place your cursor to the next modified content in the document Previous Change To view the previous change click Tools gt Previous Change This will place your cursor to the previous modified content in the document Spell Checker As with all documents it is good practice to perform a spell check on it before saving and checking it in 30 September 2014 How to use the Spell Checker To invoke the Spell Checker 1 Click Tools gt Spellchecker Tools Table Help Spellchecker Next Change Previous Change Validate Document Validate Selection 2 me Writing Tools pop up box will appear with the spelling error aT KM M MNA 1 HISIMANT I ic writing Tools TAM E L Spell Checker Replacements Skip Once Skip All Options v Franco Add v Francs fad Check Document v Not found Franch Close Help Note Use this feature the same as you would use in any other Spell Checker tool such as in Word 3 After the system has verified all the spelling errors in your XML document you will see the following message and click Yes to close the Spell Checker J Spell check completed Close Spell Checker Set the Language You can also set the language of your preference To set the la
42. per left corner of the screen m Logout 7 All a x Show Files and This ensures that your session is closed properly and that no one else can access files or folders while you are away The CMS keeps track of all file modifications and you are responsible for any changes made to files in your name Managing Files Documentum like other content management systems uses a system of locking files such that when you are editing a file no one else can edit that same file This is also referred to as checking out the content When you have finished making changes to the file you need to check in that file so that others can access it In the content pane files that are checked out to you have a key icon 78 next to them and files that are checked out to others have a lock icon a 30 September 2014 Note When you check out a file the system automatically creates a temporary copy of the file in your local computer For example if you use Word 2003 you can click on File gt Save As and then you will see where it is being saved The location of the temporary copy could be in the following path C Documents and Settings your_ oca _username Documentum Checkout OR CMuUserslyour_local_username DocumentumiCheckout Procedure to manage your files The procedure of managing your files is 1 Edit your file to modify it 2 Check in your file when you are finished editing it There are two other ways to manage
43. r she can send it to the Approver or the Editor The coordinator will see the document again for another review and sign off Copy Editor will verify that all content is free of typos grammatically correct and contains consistent styling If there are major inconsistencies or the information is unclear the copy editor will either contact the appropriate performer directly to discuss the change or reject the topic back to them Technical Verification will verify all information for consistency and accuracy Roles are described further under Getting Started for Individual Roles 30 September 2014 Webtop Content Management System What is Webtop Webtop is the web based interface you will use to access content stored in the Documentum content management system The Webtop interface is a very powerful tool which allows you to e Create files and folders e View the contents of files and folders e Edit files e View and change the properties of files e and much more However for the eCalendar you will only be using the features that have been defined for you based on your role Editor Approver or Coordinator Browser Requirements Webtop requires Internet Explorer version 7 or 8 for full functionality Limited functionality is available using Mozilla Firefox 2 0 Log into Webtop To access contents of the CMS you need to log into Webtop Enter the URL for the system in your browser address bar _ https cms mc
44. riptions Ak My Files 3 Categories EH My Home Cabinet Eh Cabinets Add Repository Logout 5 7 09 3 34 PM Graduate Programs of Z iO Study Edit Edit More changes required Acquired 5 6 09 11 56 AM H El Location of the Faculty of Law Edit Edit Dormant 5 5 09 3 37 PM Admission to H Undergraduate Programs Edit Edit Acquired 5 5 09 3 37 PM Language U E Requirements for Professions Edit Edit Acquired 5 5 09 3 37 PM Applet ResidentUcfinvoker_LaunchRuntimeApplet_0 started a Trusted sites 1 Inbox options 2 Inbox items 3 Notifications 4 Task icons Inbox options Availability status This is used to inform others that you are available or not available Note that this feature is not currently being used for oCalendar work Subject From Date Received The default status is available If you are not available for example going on vacation do the following 1 Click on am available link 2 Puta check mark on am currently unavailable Workflow Tasks lam currently unavailable Please direct my tasks to not selected edit 3 Click Edit to assign it to someone else 4 Find the person you want to reassign the task to and click OK 30 September 2014 Get next task automatically Leave this box unchecked a Get next task automaticaly Note that this feature is not currently being used for eCalendar work Inbox items In the Inbox different types of items are identi
45. s To see where a subtopic ends click on the end lt topic gt tag this will highlight the whole subtopic Ez ZR Deadline Ge CSR Deadline How to create a Subtopic topic 1 Put your cursor before the end lt topic gt tag at the end of the chunk 2 Double click on topic in the element list It should have a default Topic ID if not save it with the invalid code and consult the managing editor 3 Double click on title and enter the title of the subtopic 4 Put your cursor after the title tag double click on Ititle in the element list and enter the long title 5 Put your cursor after the Ititle tag double click on body in the element list and enter the text for the subtopic 6 Goto the View menu and click on Attribute Inspector 7 Click on the title tags of the subtopic and locate numbered in the Attribute Inspector type no in the field next to numbered Superscript lt sup gt This is useful for when displaying indicators e g numbers symbols that appear smaller and are above the baseline For example May gth the superscript is th Subscript lt sub gt This is useful for when displaying indicators e g numbers symbols that appear smaller and are below the baseline For example a chemical compound 20 the subscript is 2 30 September 2014 Tips for Inserting Elements The following are tips to keep in mind when you insert an element e Use the elements that is mentioned on Commonly used elemen
46. t gt Cross Reference Find the file by choosing the correct cabinet When you find your file click and drag the file to the where you want put in content area Click Yes in the pop up window This is how it looks like when you link to another file UL E p gt This is a Cross Reference link G_xret gt xref user2 skilldev2 law ug admission to undergraduate programs xml lt xref lt p 30 September 2014 6 Verify that the scope attribute field in the Attribute Inspector pane is internal a Click text inside the lt xref gt tag Click View gt Attribute Inspector Scroll down to locate scope attribute The scope attribute field should be internal if not type the word interna Turn off the Attribute Inspector by clicking on View gt Attribute Inspector n Gn 5 If you want to replace the web address with a text 1 Click and drag with your mouse to highlight the web address make sure you don t delete the xref 2 Type the desired text p gt This is a Cross Reference link Elxret gt xref Law undergraduate admission lt p Note You can only link to files that appear under your faculty cabinet in the Tree pane You can t link a file within the same topic Link to a website This allows you to create a link to a website onto your XML document 1 Put your cursor to where you want to insert the website 2 Click Insert menu gt Web Link 3 Enter the whole web address Explorer User Prompt Script Prompr Cancel
47. t has validation errors a Validation Log containing a list of one or more error messages displays For example in the following screenshot you inserted an unordered element and changed the list type to a dash instead of a bullet in the Attribute Inspector pane You validate your document and it gives you an error indicating that it does not recognized the name dashes this means that you have entered the wrong Type name the name should be dash EE JOANES 2 Attribute Inspector XMetal for ActiveX Validation Log Webpage Dialog Validation Error List lt ul 1 Unrecognized attribute value Name dashes doesn t match any allowed nar me 2 The documentis not valid compact zs type dashes spectitle id conref props v Element List lt ul gt No Sub Elements STETE DDT TPO TT T gt 30 September 2014 Note if you did not understand the errors you can go to the location of an error by double click the error message No errors f your document does not have any errors the following message displays Click OK 1518 kad RB VBScript XMetaL Express x Validation is completed The document has been successfully validated LK Best Practices When working with XML documents for eCalendar we recommend the following best practices Do s Don ts e Save any major or minor changes e Do not modify Prolog information e Use undo feature when you make a mistake e Do not use th
48. the topic you can reject the task back to the Editor a From the Info tab perform action buttons click Reject b The task will be removed from your Inbox and sends it back to the Editor c Once the Editor has made the changes to the document the task will be returned to you 5 Complete the task Once you have made your changes to your XML document and you are ready to send it to the Coordinator click Forward Coordinator s Role After you have logged into Webtop 1 If you clicked on the task link from an email the task view will open automatically Otherwise go to the Inbox from the Tree pane and double click on the task 2 From the Info tab read the instructions Requirements Instructions Select next tasks Review this entire topic Make additional changes if necessary 1 To reject the topic comment save and check in Double click on this topic in your inbox click Reject select Editor or Approver signoff i type in your password and click ok 3 Edit the XML document a From the bottom of the Info tab right click on the document and click Edit E S Open Read Only Name Check Out Subscribe e a Subscribe Others be Email as Link b Follow the instruction on how to insert elements in XMAX 30 September 2014 4 Reject a task if you feel you need the editor or approver to further modify the topic you can reject the task back to the Editor or Approver a From the In
49. to Columns Split Cell into Rows Short title lt title gt vs long title lt ltitle gt A short title and long title appear at the beginning of the XML document SL Created with XMetaL http IMA metal com lt A short title is a title of the XML document You will only be able to modify the text of a short title and you should insert a comment Insert gt Comment beside the short title element as to why you are changing the short title A long title is to further describe the short title For example the short title is Admission Requirements and the long title is Admission Requirements Law faculty You will only be able to modify the text of a long title Comment le This is a comment element J Comment element is hidden from the final publication of your document It is used to indicate the reasons for the new change to ask questions to others in the workflow or to add additional information about the changes made in the XML document For example when you change the title of the document you would use a comment element to explain for the change To insert a comment element 1 Position your cursor within the body element 2 Click on Insert gt Comment Linking lt xref gt lt xref gt element is used within a paragraph element There are two different ways to link A Link toa file This allows you to create a link to another file 1 Put your cursor to where you want to insert the website Click Inser
50. to some studies people who work with information spend up to 40 of their time finding preparing processing and filing content Some of the problems associated with unstructured content include e Files are ineffectively classified naming location e Scattered across different computers e Insecure access permissions are not regulated e Difficult to find files e Potentially inaccurate which version is the most current A content management system CMS is designed to help manage unstructured content The content management system used at McGill is called Documentum This system manages the life cycle of content It also manages descriptive properties of each file controls access to content based on user permissions and enforces business rules and regulatory requirements Browser Requirement Webtop requires Internet Explorer version 7 or 8 for full functionality and limited functionality is available using Mozilla Firefox 2 0 XMAX requires Internet Explorer version 7 or 8 for full functionality and does not work in Mozilla Firefox 2 0 Chrome or Safari Installation Requirement The following installation steps are for Internet Explorer 7 8 and are required before using Webtop or XML document in XMAX Add the Webtop URL to your browser s trusted sites 1 From the IE menu click Tools gt Internet Options 2 Go to the Security tab and click Trusted sites from the box at the top labeled Select a zone to view
51. ts and advanced elements e Don t create a table notes and list element within a paragraph element it is best to create a table element by itself e You can insert accented characters using the keyboard shortcuts e g alt 130 or on a PC computer use the Character Map Click Start menu gt All Programs gt System Tools gt Character Map e All special characters work in XMAX it will transform them in the special encoding code if necessary e Use the Enter button carefully Hitting the Enter button inserts a new element For example if you are in a list pressing the Enter button inserts a new list item e You have to insert the following elements within a paragraph table or lists element o Bold Underline Cite Italicize Linking lt xref gt Mailto O O O O Track Changes Track changes allow you to keep track of any modifications when any modifications are made to content inserted deleted moved or modified text in the XML document When you edit your XML document a pop up window appears Click OK to turn on the Track Changes w Be GE webtop File Edit View Insert Tools Table Help al a8 8 7 4 2 88 9 te fie gaase aeea ejes Fees and Withdrawal from the University Fees and Withdra VBScript XMetaL Express Taru gt al Shange Tracking is now on ontent_tyt If you decide not University in acc you are liable for all applicable tuition and other fe If you us
52. ts element 2 Choose lt cite gt from the Element List 3 You will see the citation tag and start typing your text Note The first method will not display as track changes Note lt note gt Elnote gt Note This is a note element This is used for drawing attention to a point and the content in the note element will have a different format from the document To insert a note element you can 1 Position your cursor within the body element but not within an existing paragraph table or lists element 2 Choose lt note gt from the Element List 30 September 2014 Lists elements Simple List S sl This is a simple list for creating an address Elsi gt 688 Sherbrooke lt i Elsi gt Montreal Ec lt li S sH TA 3B 1 lt l This is used when you want to create an address To insert a simple list element you can E e Position your cursor within the body element but not within an existing paragraph table or lists element Choose lt sl gt from the Element List Start typing your text it will automatically create a sub list If you want to add more sub list item for the simple list element position your cursor before the end of the lt sli gt tag and press enter on your keyboard This will automatically create a new sub list Unordered list lt ul gt i gt This is an unordered list lt a Eli This is a bulleted list lt lt a The default unordered list is a bullet and you can create a dashed list
53. umbered list and you can create other types of list see Table 1 You should create the unordered list by itself and not within a paragraph element L iy This is an ordered list lt A 2 Sir This is a numbered list lt Table 1 Displays Attribute Inspector Type C AAA UU mp io An eee To create a numbered list default Put your cursor at the end of a paragraph table or unordered list element Choose lt ol gt from the Element List Choose lt li gt from the Element List to start the list or just start typing and the lt li gt will be created automatically If you want to add another list item put the cursor before the end of lt li gt element and press Enter on the keyboard e E aie 30 September 2014 To create other lists MA oa a b C d Put your cursor at the end of a paragraph table or unordered list element Choose lt ol gt from the Element List Choose lt li gt from the Element List to start the list or just start typing and the lt li gt will be created automatically If you want to add another list put the cursor before the end of lt li gt element and press Enter on the keyboard Once you finished creating your ordered list you have to change the type attribute field Click one of the end lt li gt tag to select it Click View gt Attribute Inspector From the Attribute Inspector pane locate type attribute From Table 1 above choose the list type you want to use
54. you must double click on this topic in your inBox and click Finish to send the topic to an approver for further review 3 Edit the XML document a From the bottom of the Info tab right click on the document and click Edit Check Out Subscribe Subscribe Others Email as Link b Follow the instruction on how to insert elements in XMAX 4 Complete the task a Once you have made your changes to your XML document and you are ready to send it to the Approver click Finish Previos Next Finish Close b Click OK Approver s Role After you have logged into Webtop 1 If you clicked on the task link from an email the task view will open automatically Otherwise go to the Inbox from the Tree pane and double click on the task 2 From the Info tab read the instructions Requirements Instructions Select next tasks Review this entire topic Make additional changes if necessary 1 If the editor needs to make more changes write a comment save and check in Double click on this topic in your inbox and click Reject to send back to the editor 3 Edit the XML document a From the bottom of the Info tab right click on the document and click Edit Open Read Only Name Check Out Subscribe mm A Subscribe Others Email as Link 30 September 2014 b Follow the instruction on how to insert elements in XMAX 4 Reject a task if you feel that you need the Editor to further modify
55. your files e Check out it locks the file to prevent others from modifying it e Cancel check out cancels the lock on the selected file Note you will lose any changes to the file Editing a file When you edit a file the system will automatically check out the file so that others cannot modify it To edit a file From the content pane right click on the file and select Edit from the pop up menu The file will be automatically checked out to you locked for others and it will open in the application associated with it Note that you can also select the file and click File gt Edit from the menu y Format Name Open Read Only Check Out Subscribe Subscribe Others a fh After you click on Edit you will see a key icon 3 and other users will see a lockicon next to the file This means e Others cannot make changes to it e Others can only view the last version s e The Edit function is disabled for other users e Others cannot see new changes being made 30 September 2014 If you work with Webtop from multiple computers be sure to Check In any files before moving to the other computer otherwise they will be locked on the computer where they were originally checked out Checking In a file When you are finished editing a file you need to Check In the file to save it in Webtop and others can access it The procedure of checking in the file also saves it with a new version number so that there is a record of
56. yword Enref gt xref Regulations Concerning University Withdrawal c zre ph RZ Otherwise you are liable for all applicable tuition and other fees a state lt a lt p ai Gp gt lf you use Minerva to drop your last course between September 1 and the end kaz of the withdrawal period with full refund you will be deemed withdrawn from the wag University You are automatically charged a minimum charge of 100 or your tt registration deposit fee whichever is higher to cover administrative costs of u registration lt p un gt nown xre p gt Gb gt if you stop attending classes without dropping your courses you are liable for all applicable tuition and other fees Gb See section Enxrer gt xref Regulations Concerning University Withdrawal lt ref lt p B topic body p b EN Figure 4 XMAX interface Menu and toolbars on the top the content area on the left side the element list on the right side Menu and toolbars Menu bar This menu bar includes File Edit View Insert Tools Table and Help File Edit View Insert Tools Table Help 30 September 2014 Standard toolbar This toolbar includes icons for common tasks such as saving find copy paste and etc aja 7 4 3818 a refafo Formatting toolbar This toolbar includes icons for applying common formats such as bold italic and lists E Table toolbar This toolbar includes icons for working with tables such as merging inserting deleting rows or columns a
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