Install Guide for EES Phase 3 - Squiz Matrix User Manual Library
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1. WYSIWYG Content Type Preferences WYSIWYG Styl ies Body Type DIV rs In Mozilla an iFrame will always be used This setting only affects Internet Explorer WYSIWYG Style Body Type iFrame rame will always be used This setting only affects Internet Explorer 100 laa 3 05 12 1 05 PM Installation Guide Squiz Matrix User Manual Library http manuals matrix squizsuite net ees chapters installation 2 of 6 The WYSIWYG Content Type Preferences section of the Global Preferences screen 3 Inthe Body Type field of the WYSIWYG Style options select iFrame from the drop down list as highlighted in the figure above 4 Click Commit to save this change The Javascript API A Javascript API asset needs to be created for the Easy Edit Suite to communicate with the Squiz Matrix system Creating the Javascript API and Setting Permissions To create the Javascript API 1 Right click on the Web Services Folder in the Asset Map and select New Child gt Web Services gt JavaScript API Enter the name Easy Edit Suite for the asset and click Commit Right click on the Javascript API and select Permissions Acquire the lock s on the page and under the Read Permissions section select Deny for Public Permissions Apply Read Permission to the Users and User Groups that will have access to the Easy Edit Suite gt oo fe oe N Click Commit to save this change Configuring the Javascript A2. request or cancel the request which will reload the current asset in the editing interface defaultMode this option allows you to specify the default mode to display when the Easy Edit Suite is first loaded The options available are either edit Edit Mode or preview Preview Mode By default this option will be set to edit defaultScreen this option allows you to set the default edit screen to display when Edit Mode is initially loaded For example setting this option to content will load the Content screen when Edit Mode is first accessed By default this option is set to details the Details screen showDifferencesInPreviewMode when the Easy Edit Suite is in Preview Mode an asset that has a Status of Safe Edit can compare its content against the Live version of the asset This configuration option allows you to enable this comparison when an asset is in Preview Mode By default this option disabled meaning that a comparison will not automatically be displayed for Safe Edit assets Instead a Compare to Live button will be shown allowing users to manually enable the content comparison For more information refer to the The Easy Edit Suite chapter in this manual assetFinderCacheEnabled this option allows you to cache the Asset Finder results By default this option is set to true assetFinderLocations this option allows you to specify an array of custom root nodes to be listed on the Asset Finder For more information on this option
3. Installation Guide Squiz Matrix User Manual Library http manuals matrix squizsuite net ees chapters installation 1 of 6 Squiz Matrix User Manual Library The Squiz Matrix User Manual Library is a prime resource for all up to date manuals about Squiz s flagship CMS Easy Edit Suite Current for Version 4 8 1 Installation Guide This guide will help you install the Easy Edit Suite on your Squiz Matrix System Bookmarks to the headings on this page 1 Downloading the Easy Edit Suite to your Server Adding the Easy Edit Suite to your Design s Parse File Changing Global Preferences Setting Up the EES Styles and Scripts Nested Standard Page The Javascript API Setting the Easy Edit Suite Login Design o of N Applying URLs Removing the Easy Edit Suite from a Design a A O ND Constructing the Configuration File This guide assumes that you are installing Squiz Matrix into home websites please make adjustments to commands as required You cannot use both the Easy Edit Suite and a Simple Edit Interface on a single Design file If you have added the Easy Edit Suite to a Design and need to remove it refer to the Removing the Easy Edit Suite From a Design section in this chapter For previous releases of the Easy Edit Suite refer to the Installation Guide for EES Phase 1 Squiz Matrix 3 28 0 to 3 28 2 and Phase 2 Squiz Matrix 3 28 3 to 4 4 0 If you have already installed the Easy Edit Suite on your sy
4. PI On the Details screen of the Easy Edit Suite Javascript API change the following fields e Status set the Status of the Javascript API to Live e Root Nodes select the Site assets that are to use the Easy Edit Suite This should include the root nodes of any assets that are to be editable on the Easy Edit Suite that may not be located under a Site such as File or Image assets linked under the Media Folder e Allow Attributes on Create select Yes e Return JSON select Yes e Ignore Permissions select No e Use Enhanced JS API select Yes e Allow Batching Requests select Yes e Enable all the API functions in the Core Linking Permissions Workflow Traversing and Metadata sections Once you have made these changes click Commit Tip Keep a note of the API Key that is displayed on this screen while you are editing You will need it later in the installation process Applying URLs Each Site with a unique URL that is to use the Easy Edit Suite will require their URLs to be applied to various locations This will ensure that there are no cross domain conflicts with the EES JavaScript calls to the Javascript AP asset Upon first installing the Easy Edit Suite and or adding new Site assets to use the Easy Edit Suite check the following e The new URL s has been applied to the Site asset e The new URL s has been applied to the Designs Folder Please note that if you are using an alternate design configuration to control y
5. T a O You can override the design this asset would inherit from its parent with a design that only This override design does not affect the inheritance to this asset s children of any The System Defined Login Design section 3 Select the Change button in the New field titled Change if a Login Design is already applied 3 05 12 1 05 PM Installation Guide Squiz Matrix User Manual Library http manuals matrix squizsuite net ees chapters installation 4 Locate the ees_login_design asset located in the System Design Folder right click on it and select Use Me 5 Click Commit to save this change Removing the Easy Edit Suite from a Design To remove the Easy Edit Suite from a Design Acquire the lock s on the Edit Parse File screen of the Design file Remove the Exit Design Area from the top of the parse file and click Commit This will remove references to the EES in the parse file of the Design 2 3 Acquire the lock s on the Details screen of the Design file 4 Inthe No Frames in Simple Edit Interface field select No and click Commit The Easy Edit Suite will now be removed from your Design The Squiz Matrix Manual Library is produced by Squiz Open Source Solutions MATRIX SQUIZSUITE NET WWW SQUIZ NET WWW SQUIZLABS COM SQUIZ PTY LTD 2011 6 of 6 3 05 12 1 05 PM
6. children Customisation s of your Site s Design customise the nested_ees_code design area Tip If there are no existing Customisations on your Design create a new Design Customisation on the Customisations screen 8 On the Details screen of the customised design area select the EES Styles and Scripts Standard Page asset in the Nested Asset field Nested Asset Nesting the contents of EES Styles and Scripts jd 100 Change Clear Reset Paint this asset Raw no Paint Layout O Using default Paint Layout based on lookup rules Using an arbitrary Paint Layout id Change Y Clear Y Reset Nesting the EES Styles and Scripts Standard Page The Print setting on the Custom Styles and Scripts design area should be set to No 9 Apply the Design Customisation to your Site Setting the Easy Edit Suite Login Design A Login Design is available for the Easy Edit Suite to maintain a consistent look and feel for users To apply the Login Design 1 Right click on the Site that you have configured the Easy Edit Suite for and select Settings 2 Acquire the lock s on the Settings screen and locate the System Defined Login Design section shown in the figure below System Defined Login Design anina URL Effective Design Change ees login design id 516 Cancel Clear Reset C O The Design that is to be used whenever someone attempts to access this asset withot Override id Change Clear Reset
7. dren settings on the Linking screen of assets If this option is set to false the Direct Children section will not be displayed and these settings will not be available to users By default this option is set to true Adding the Easy Edit Suite to your Design s Parse File To use the Easy Edit Suite on a Site the Parse File of the Site s Design must be edited To do this iP Locate the Design of the Site in the Asset Map Right click on the Design and select Details 2 Acquire the lock s on the Details screen Locate the Details section of the screen and in the No Frames in Simple Edit Interface field select Yes as shown 3 of 6 in the figure below Click Commit to save this change 3 05 12 1 05 PM Installation Guide Squiz Matrix User Manual Library http manuals matrix squizsuite net ees chapters installation Details Design Name Design No frames in Simple Edit Interface Yes Include file version in static URL This will help bust external cacl The No Frames in Simple Edit Interface field 3 Right click on the Design and select Edit Parse File Acquire the lock s on the page 4 At the very top of the parse file before any other code add the following lt MySource AREA id_name exit_area design _area exit print no gt lt MySource AREA gt lt MySource AREA id_name nested_ EES code design _area nest_ content print no gt lt MySource AREA id _name sSimple edit EES design area sho
8. onfiguration will not be necessary JSAPI gt key this option must contain the API Key of the Javascript API as shown in the figure below This key is obtained on the details screen of your Easy Edit Suite Javascript API If the API Key at any time changes the configuration file will need to be updated le data if users are likely to be editing the dit Ffiye 4 editourcix eda Setting the API Key in the configuration file Suffixes a representation of the suffixes found in the Squiz Matrix System Configuration menu If these suffixes are not using the system defaults the values should be reflected in this option cascadeThreshold at times the Easy Edit Suite will warn editors if they are about to affect a large number of assets This number is determined in this option A high value will result is less warnings for users but could potentially results in users unwittingly cascading changes across large sections of the system resulting in failed actions or stale hipo jobs overlayTimeout when the loading animation is presented to an editor it is generally waiting on a response back from the server The action the editor is performing may result in a failed request on the server due to memory exceeding execution timeouts database errors etc This option sets a timeout in seconds after which a warning will be displayed to the editor informing them that their request may have failed Editors will have the option to continue with the
9. our Site s design then ensure the new URL s are applied to the relevant parent asset instead e The new URL s has been applied to the Web Services Folder Please note that if your EES Javascript API is not located under the Web Services Folder you will need to apply the URL s to the relevant parent asset instead Tip Remember to maintain the URL format of system folders when applying the URL of your Site For example if the URL of your Site is http Awww example com you would apply this URL to the Designs Folder as http Awww example com _designs and to the Web Services Folder as http www example com _web_services Constructing the Configuration File The Easy Edit Suite assumes the presence of a configuration file containing JSON A template of this configuration file can be found in lt easy_edit_system_root gt Examples EasyEditConfigSample js To set up an editable configuration file inside your system locate an accessible location inside Squiz Matrix 1 Create a JS File asset naming it EasyEditConfig as shown in the figure on the right is Media Folder 2 Edit the file and save the content sourced from the EasyEditConfigSample js file 3 On the Permissions screen acquire the lock s on the page and under the Read Permissions section select Deny for Public a The configuration file Permissions ifig fi 4 Apply Read Permission to the Users and User Groups that will have access to the Easy Edit Suite 5 Change the s
10. refer to the Asset Finder chapter in this manual assetFinderMaxAssets this option allows you to specify the number of children to display under each asset in the Asset Finder before pagination occurs By default this option is set to 100 assets meaning that only up to 100 assets will be displayed as children of each asset in the Asset Finder Assets with more than 100 children will provide users with pagination tools to display any remaining children Setting this field to 0 will remove pagination from the Asset Finder and display all child assets irrespective of the amount cacheManagerDefaultExpiry certain information in the Easy Edit Suite is cached to improve performance This configuration option allows you to set the expiry time in minutes for information stored in cache By default this option is set to 2 minutes useThumbnail this option allows you to enable the Thumbnail settings on the Details screen of assets If this option is set to false the Thumbnail section will not be displayed and these settings will not be available to users By default this option is set to true allowFutureStatusChange this option allows you to enable the Future Status settings on the Details screen of assets If this option is set to false the Future Status section will not be displayed and these settings will not be available to users By default this option is set to true showChildrenOnLinkingScreen this option allows you to enable the Direct Chil
11. ss This Standard Page is then nested in the Design of your Site 1 Create a new Standard Page called EES Styles and Scripts 2 Make the Standard Page asset Live with public read access Text direction settings Direction Leave Unchanged Content Type content Tre Raw Disable Keywords 3 On the Edit Contents screen edit the properties of the default WYSIWYG Editor Content DIV changing the Presentation and Content Types to Raw HTML as shown in the figure to the right 4 Inthe new Raw HTML Division add the following lt Easy Edit CSS gt Setting the Raw HTML DIV lt link href __data ees easyedit min css rel stylesheet type text css media s 4 of 6 3 05 12 1 05 PM Installation Guide Squiz Matrix User Manual Library 5 of 6 http manuals matrix squizsuite net ees chapters installation lt Squiz Matrix Easy Edit JS API replace with correct file path to JS API within web services folder file path may vary f lt Related install step http manuals matrix squizsuite net ees chapters installation The Javascript API gt lt script type text javascript src web services xxxx js gt lt script gt lt jQuery Files Required gt lt script lt script lt script lt script lt script lt Easy Edit Configuration replace with correct file path type text javascript type text javascript src __data ees Libs jquery jquer
12. stem and require information on upgrading your version refer to the Upgrade and Compatibility Guide chapter in this manual Downloading the Easy Edit Suite to your Server Running the following commands will download a copy of the latest stable version of the Easy Edit Suite using wget and unpack it in to the matrix data public folder If you are not using the command line you can download EES from the Squiz Suite website The downloaded file will contain a version number so be sure to replace version with the current version number in the commands below If the downloaded version does not match your Squiz Matrix version please download a different copy from the archived download page on the Squiz Matrix web site cd home websites matrix data public wget http matrix squizsuite net ees tar gz tar zxf ees version tar gz NUV NU HW HN rm ees _ version tar gz Changing Global Preferences The Easy Edit Suite requires that the WYSIWYG Style Body Type option be set to iFrame Please note that this change will not affect current WYSIWYG usage To set this option 1 Click on the System Configuration button on the top right hand corner of the Administration Interface a drop down list will appear under this icon From this list select Global Preferences The Global Preferences screen will appear 2 Acquire the lock s on the Global Preferences screen and locate the WYS WYG Content Type Preferences section as shown in the figure below
13. tatus of the file to Live 3 05 12 1 05 PM Installation Guide Squiz Matrix User Manual Library http manuals matrix squizsuite net ees chapters installation Tip Go to the Web Paths screen of the file and take note of the URL displayed there as you will need it later in this guide This path will vary depending on the location of the file in the system If this file has been created underneath the system s Media Folder as per this example its URL will be in the format _media EasyEditConfig js Configuration Options You can set a number of configuration options on the Easy Edit Suite s configuration file debug set this option to either true or false to tell the system if it is allowed to perform debugging operations If this option is set to true debugging information will be logged to web developer diagnostic tools e g FireBug s console tab titleBar this text will be shown in the title bar of the browser Use the keyword replacement asset_name to use the name of the asset in the title bar lockRefreshinterval this option determines how often the system should re acquire locks for the currently active screen The default value for this option is 120 seconds the system default This should be altered to match the current system s lock refresh interval if it has been changed baseSiteUrls this option allows you to specify an array of base site URLs for the Easy Edit Suite Please note that for the majority of systems this c
14. w_if gt lt MySource SET name condition value simple edit mode gt lt MySource_ THEN gt lt DOCTYPE html PUBLIC W3C DTD XHTML 1 0 Transitional EN http www w3 org TR xhtml1 DTD xhtmll transitional dtc lt html xmlns http www w3 org 1999 xhtml xml lang en lang en gt lt head gt lt meta http equiv Content Type content text html charset utf 8 gt lt EES install and implementation help http manuals matrix squizsuite net ees chapters installation gt lt The title tag is dynamically replaced by EES code see your EES config js file to customise gt lt Related install step http manuals matrix squizsuite net ees chapters installation Constructing the Cor lt title gt Loading Easy Edit Suite lt title gt lt Use a nested standard page set to raw html for custom CSS and JS file references Avoids editing design lt MySource PRINT id _name nested EES code gt lt head gt lt body gt lt body gt lt html gt lt MySource PRINT id_name exit_area gt lt MySource_THEN gt lt MySource_ AREA gt 5 Click Commit to save this change Setting Up the EES Styles and Scripts Nested Standard Page To setup the Easy Edit Suite on a Site an EES Styles and Scripts Standard Page must now be created The content of this Standard Page will contain the Easy Edit Suite code along with any other custom CSS Inf ti styles and JavaScript code Style Information Cla
15. y 1 6 2 min js gt lt script gt type text javascript src __data ees Libs jquery ui 1 8 ui custom min js gt lt script gt type text javascript src __data ees Libs jquery jquery ellipses js gt lt script gt type text javascript src __data ees Libs jquery jquery ba bbq min js gt lt script gt src __data ees Libs jquery validate 1 6 0 jquery validate min js gt lt script gt file path may vary per implementation gt lt Related install step http manuals matrix squizsuite net ees chapters installation Constructing the Configuration File lt script type text javascript src _ media xxxx js gt lt script gt lt Easy Edit Core Scripts path to install directory within data public gt lt script type text javascript src _ data ees easyedit min js gt lt script gt 5 Edit the URL under the heading Squiz Matrix Easy Edit JS API Ensure this path matches the location of the JS API asset you created earlier 6 Edit the URL under the heading Easy Edit Configuration Ensure this path matches the location of your EES configuration file asset Tip You can use this Standard Page to add custom CSS styles and JavaScript code to override existing EES styles for example use different screen tab background images toolbar button images etc For more information refer to the CSS Customisation and JavaScript Plugins chapters in this manual 7 On the Details screen of the base level direct
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