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Self-Service User Manual - University of Wisconsin Oshkosh

1. cccccccesseceeeeeeees PAVE AIO e T E TR Navigating to Web Site Content sssessssesseessrrerssrrrssrreresrrerssreresrrreserereserresereresrrresene Novicatonm EXD arsa AA Adame OVC OS era E E ss Foder Proper TDS eaa E E Excl de Folder from Navigati Neisrusisrennnr a A Folder Management Tab cccsssccccsssececcsseccecenscceceeseceeeuececceeeceesenseceesunecesseneceesenes POMC MEDUS srna A E E Display Options for a Folder ssssssesessensssresesrrrssrrrresrrrrssreresrrerssrereserersseeresererseeeee Add New Menu ODTIONG cccccsssccceseccceseccceseeceeececeececeececeneeseeneeesuscessuecesseeenees AE OPON e E E Publishing an Individual folder i e Internal Images cccccceesssseccceeeeeeecceeeeeeeeeeeees Adding Imag s t a Folder sass errs cece sac seats nc racing aa Adding Images to the Main Images Folder ccccssssccecessececeesececeeececeesceeeaesecesseneces Editing the Home POO ae coeueeecects cect siesseatcensecasevanecessatetoaetauiecatesesogtsansuseacectuasaateoneeatressans Page i E eases ieee 1 ee re 1 P EE EEE 1 E E T 1 eT ere 1 AEE E onanoeci 1 BOV ON OT P AS ae asec anne ccanatnnee se unntaeeucusessa N E 14 CON E P rates aa gorse in ese cee edness ec as sot ets See noe eons T 14 POr 10 9 TE a ene en ee ee eee eee ener 15 Editor OOO AF seere snucnonteneaaevacue vial E E A T 15 Ed Se AEE EEEE EET E VEN PEET TET O PEETI EEE PEET E 15 Page Management Ta
2. OSHKOSH TM Plone Self Service Training Manual Michelle Loker amp Jamie Ceman 1 4 2010 Plone is a web based Content Management System Plone allows users to easily create edit and publish web pages documents news calendar events photos and much more to their department website The following will explain the Plone user interface and methods for using the program through the self service option Contents MV AE Is PONE ccrceceahsscosteetnvesonnticepeteuesessatauccchtcRtenmsatincsmtncusenes test okt aivesnaumaicesetncenseoneee nes What is the Self Service ODL OD 8 teccicecdcerteceevesacstesasacaduaccncendacndsaenedcasvanceedoadaaaeweshedadantnbess Background Regarding the University s Web Site Migration ccccccsesssseeseeeeeeees What Do Need to Do to Pursue the Self Service Option cccccccssecceeesseeeeeeseeeeeeees What Happens After the Training icccssstsaveivcsscesassicosenassbecdatedseveivesessiasieenandeabuanateananeieess Already submitted a Web site request prior to Plone workshop sesecceeeseeeeees What if have not submitted a Web request FOr ceeeccccssececeeseceeeeeceeeeeneeeees Plone EM COMIC VSN OIA scscctensezesssserettesiunteectononauiesiasastiunns kinoni E iir niens Steps to Take Before Migrating Your Web Site ceccccessececeesececeeeceeeeesecesseeeceeeeees Premna O OS Seas stc rece A ae Migrating and Adding Content to the Plone Web Site Template
3. Add portlet gt left or right side of the main content area below the last portlet item i e Navigation Call to Action etc sues ee Ll Call To Action 2 Click Manage Portlets E t x Contact Us 3 Select Add portlet Fl in the left or right area of the window depending on where you would like the portlet to be added Block unblock portlets 4 Select Static Text Portlet n arent portlets 5 Type ina portlet header i e Contact Us Do not black 6 Type inthe text area i e Contact Department Address Phone Email Group portlets 7 Select save Use parent settings The saved portlets show under the portlets assigned here a WPS poiki Use parent settings Delete Portlet a save settings 1 Click on the X next to the portlet you would like to delete there is no warning or undo it will just be deleted Move Portlet Items in your portlet can be reorganized easily by using the up and down arrows to the left of the portlet name 1 Click the arrow up or down to reorganize the items in the portlet Page 32 Edit Portlet 1 Click on the name of the portlet you would like to edit 2 Depending upon the item you click you will have different options for editing that specific portlet 3 Make the changes Click Save Sharing Sharing certain parts of the site can be done though using the sharing tab on specific items throughout the site Be very careful when sharing because by default sharing privileges set wi
4. Also consider writing or rewriting the content in a way that each audience will respond to For example prospective students are different than alumni so you can write content differently for them Also consider incorporating search engine optimization embedding keywords into your copy to help raise visibility in search engines such as Google Page 3 Migrating and Adding Content to the Plone Web Site Template Navigation By default a Plone Web site is set up with the following areas header main image departmental header left area includes navigation main content area right area footer and log in as shown in the picture below The additional item upcoming events shown in the picture are called portlets Instructions to add portlets are included under the manage portlets section of the manual About Wy Oshkosh Academics Athletics Admissions Administration Resources Calendars Titan Services UNIVERSITY oF Departmental Header Calendar of Events Faculty Development Programs home gt advisory board Bread Crumbs Bo I a UPCOMING EVENTS U System President Board Members and Meeting Minutes Summit on Excelence in Teaching and Learning 2009 2010 Board Members Madison Concourse Hotel and Advisory Board Minutes Governor s Club Programs for Young Women Governance Role of Advisory Board Previous events Upcoming events The UWS Women and Science Advisory Board meets twice each year in order to s
5. Pubished To use the copy cut rename delete and change state See i e eer eee as C3 Events 1k Oct 29 2009 02 18 PM Published 1 Select the check box in front of the item s that you Tanas Onl sal oa sees bagels fc CI News 1k Jan 06 2010 04 15 PM Published would like to take the action on gt Internal Images 1k Jan 20 2010 04 01 PM Published 2 Choose the appropriate action copy cut rename delete delete gt change state or change state Copy or Cut If using the copy or cut action navigate to the appropriate area where the items should be pasted by clicking on the title of the folder to open the item Then select the paste button Rename If using the rename action type in the new title for the selected item s Change State If using the change state action choose the appropriate change state option at the bottom of the window Reordering Items Reordering Items will change the sequence they show in the navigation Reordering items can be done using the order column on the right side of the contents tab window 1 Make sure the contents tab is selected for the appropriate folder i e home Note It is easiest to start at the home folder and then drill down from there if needed In the order column click on the button in the row of the item to be reordered 3 Drag and drop the item straight up or down to the chosen location The navigation will be reorder
6. file to i e Programs Folder Default i Categorization i Dates Ownership settings 2 Click the add new menu 4 Add a title for the file S ge Description 5 Add a description for the file EO EETA EEA 6 Click Browse College of Letters and Science Majors 7 Navigate to where the file is stored and select it i e COLS Majors pdf 8 Click Save File The file is saved to the designated folder and can be linked to R iTraining CLASSES Plone Plor Browse from a page gt Savel cancel Page 23 Links There are two different types of links that can be added within a page External Link Use to link somewhere outside of your site Internal Link Use to link to a content item i e file page within the site Body Text Create an Internal Link a 1 Navigate to the page where you would like to Letters and Science offers award winning programs in the sciences fine r een j arts humanities and social sciences The largest college on campus create the link or create a new page if it doesn t students choose from more than 40 undergraduate majors and minors as well as numerous emphases pre professional programs and exist i e cols programs page graduate programs i Letters and Science students are challenged by a nationally recognized 2 Select the item text or Image that will be the link faculty committed to excellence in teaching research and service Allowing fo
7. Aug 05 2008 04 13 PM display v add new v Plone Training Events by ploneadmin la Site Events C main images by kimadmin last modified Mar 06 2009 01 35 P 3 News by ploneadmin last modified Jan 06 2010 04 15 PM Site News Internal Images by Michelle Loker last modified Jan 12 2010 09 42 A Department website images home gt internal images Edit Folder Defaults Categorization Title Internal Images Description A short summary of the Department website images 7 gt imemal images Sharing for Internal Images You can control who can view and edit your item using the list below usergroup can ace can edt can view can review uweosn Smesicot can view schedule A Logges in users r e m V Inherit permissions from higher levels o gt save gt cancel order Published Published Published W je Wi The contents tab will ONLY show for a folder item By selecting the contents tab it will open up the folder item that is currently selected you can tell what folder is currently selected by looking at the bread crumbs In the example at the left it is showing the contents within the home folder At this point you should likely see at least the following items shown in the picture to the left To open any of the items simply click on the title of the item NOTE There is a main images folder showing The main images f
8. The page management tabs seen may vary depending on what privileges you have on the site NOTE Since the page has been set to be the default of the home folder you will also see the tabs related to the folder depending on what privileges you have on the site i e the Contents tab will be showing This will show the page Be aware that this is showing the page as permissions granted to the logged in user A good way to test it for general users coming to the site is to open it up in a different browser than the browser of the logged in site Note The page will need to be published for a general user to see it This tab is used to edit the page Page 16 Sharing This tab can be used to set specific permissions for the page Can Add Can Edit Can View and Can Review Pages will inherit permissions from the folder level unless otherwise specified History Shows a history of change view i for an item and allows you to see and revert to home gt cols home previous versions Revisions of COLS Home Last modified Jan 13 2010 01 12 PM date and time comment actions Compare to previous revision preview Jan 13 2010 11 49 AM ae E Compare to current revision E Revert to this revision last modified Jan 13 2010 01 12 PM Page Menus The page menus seen may vary depending on what privileges you have on the site acions 7 Display Jisplay state view document publish only_show_bod
9. also inherited from the folder level If you would like to set permissions otherwise inherit permissions and the specific permissions checked will need to be unchecked Instructions to share are included under the Sharing section of the manual Page 10 Folder Menus Folder menus seen may vary depending on what privileges you have on the site actions display T add new Yi cut summary view E collection publish 34 copy tabular view liz event submit for publication 2 delete thumbnail view file advanced rename standard view C folder form folder select a content item as default view image CG large folder amp link E3 news item 5 page restrictions Actions are used to cut copy delete or rename a folder These actions can also be performed by selecting the contents tab and using the appropriate buttons within that window Display is used to change the way a user views the items within the folder Explanations of the display options for a folder are described below Standard view is the default view applied when a folder is created Display Options for a Folder The examples below are focused on changing the display of the home folder The examples only show how one of the items within the home folder would be displayed Summary View Shows the title description and provides a Internal Images read more link to the item s within the folder Department websit
10. amp Paste Edit Page You are editing the default view of a container If you wanted to edit the container itself go here Defaults Categorization Dates Ownership Settings Title ICOLS Home Description A short summary of the content College of Letters and Science aj Body Text BZ Normal paragraph Welcome to the College of Letters and Science With 35 majors spanning the sciences arts humanities and social sciences the College of Letters and Science COLS is the largest and most diverse college at the University of Wisconsin Oshkosh Through a multifaceted liberal arts education students are exposed to a broad spectrum of knowledge about human experience and the natural world Transcending preparation for specific careers COLS prepares students with communication critical thinking and problem solving skills essential for success in today s society Change note Enter a comment that describes the changes you made gt cancel last modified Jan 20 2010 04 08 PM If you already have text in another source that is current using copy and paste is a great timesaver Before you copy and paste from the other source directly into Plone you will need to copy the information from the original source into a text editor such as Notepad By taking this step it will help to prevent formatting problems Pasting the text into Notepad will strip the formatting For example if you copy
11. and paste from a Word document directly into Plone it will bring a lot of hidden code with the formatting which can sometimes cause problems in a web coding environment 1 Copy the information from the original source highlight right click copy Select Programs Select Accessories Select Notepad Go back to the Plone window Se a SS Se Page 14 Select the text in Notepad right click and select copy P COLS Information txt Notepad File Edit Format View Help Home welcome to the college of Letters and Science with 35 majors spanning the sciences arts humanities and social sciences the college of Letters and Science COLS is the and most diverse college at the uni wisconsin Oshkosh Through a multif liberal arts education students ar of knowledge about human experience Transcending preparation for specif Students with communication critic skills essential for success in tod Open Notepad by clicking on the Start menu in the very bottom left corner of your screen Click in the white area of notepad right click and select paste Right click in the white area of the Plone body text and select paste O x After the text is either typed or pasted into Plone it will need to be formatted This is a very important part of creating a site The text will be formatted by using the styles drop down in the editor toolbar Formatting Text Editor Toolbar This toolbar is used to edit the formatting of your t
12. example you will see different menu options when you are working with a folder vs a page Menus will be discussed in more detail below The add new menu will be used to add content items i e folder pages files images news events etc Navigating to Web Site Content Method 1 Shown in Navigation If your item is in the navigation simply click on it For example you will most likely see home located in the navigation Note Home is the very top level of the site All content items will be built off of the Home root folder Method 2 Excluded from Navigation There may be times that you hide items from navigation To navigate to an item that is hidden from the navigation use the contents tab Note The contents tab will only appear if a folder is selected To view an item in your website that is not in the navigation 1 Inthe navigation click on home or the folder that contains the item you are looking for it is usually easiest to start at the root home and drill down from there Click on the Contents Tab All Content in your website will show as a list Click on the title of a folder to open it Click on an item title i e page file image etc to view it oS a Page 6 Navigation Example Example of a portion of the COLS navigation structure Home Folder This is the Root top level of the site nat The Home folder is created by default and will be provided with the template B 1 COLS Home Page Defaul
13. the image should be inserted Title Undergraduate Description 2 Select the button on the toolbar SS E E Note Since the image has not been S upload image here 4 b ok gt cancel gt reload Page 21 uploaded to the site you must use the navigation to choose where you would like the image saved The image will appear on the page but the image file has to be uploaded to a location within the site 3 Navigate to the folder where you will be organizing this particular image Start by using the navigation options in the very left column it may be easiest to start by selecting Home in the left column Click at the bottom of the second column Click 5 in the third column to choose the image Title the image i e Undergraduate Add a description for the image i e COLS Undergraduate Photo NOTE The description is very important for an image because it will let individuals with disabilities know what the item A SS is by the description 8 Scroll down to view or change options for aligning and resizing the image 9 Click OK The image is added to the page and saved within the chosen folder i e Internal Images Adding Images to a page that have Insert Image Search already been uploaded a Home Parent folder Graduate 1 Click within the body text area ofthe page 9 wrertfider Graduate Sree Reena My recent items lm Undergraduate g where the im
14. 6 Type in the box to search for a by the site administrator user or group eS 7 Select search 8 Assign the appropriate privileges to the specific user or group e Add Add content the site e Edit Edit items in the site e View View private items in the site e Review Publish items in the site 9 Select save Removing permissions to specific areas of the site If the whole site has been shared and there is a part of the site that should not be shared the inherit permissions from higher levels will need to be unchecked Page 33 1 Navigate to the items that should not have extra sharing permissions Select the sharing tab Change the permission for the appropriate user or group by removing the check box s for the specific permissions can add can edit can view can review Uncheck inherit permissions from higher levels 5 Select save Adding permissions to only specific areas of the site Specific areas of the site can be shared without sharing the whole site Select the item that should be shared Select the sharing tab Type in the box to search for a user or group Select search a oe Assign the appropriate privileges to the specific user or group Important If permissions are being set for a folder the items within the folder automatically take on the same privileges that are set on the parent folder unless otherwise specified 6 Select Save Locking and Unlocking You may find it necessary for more than o
15. DG secre Er 16 PaeDr T E OO 17 Adding Additional FOIGONS sessacciccssavitesisacccessacisdedannedsecstaceruatieesaanineeiavaueetincsdesaiantearsieniya wees ereriesstabemiaeeeds 17 POE PIE en ee ee eee Cee ee ee ee eee ee eee ee eee 18 Setting a Default Page for a Folder saw aceeectcsscnocteanacisncias sem auseeatincoescenscaueeuundiasvasdevanandicsescunaceusvanbdieemoaanetodes 19 Select content item as default vieW sessssssseenessssssseeresssssssrrrrresssssrrrrressssserrresessssetrrreesssseerrrresssseene 19 Adding Other Toolbar Elements to a Page cssssessosssecsosssscnsssesescoussscucussscneoussessouessencussscneousrestenssseneues 20 NA SS NEEE EE A EE AE AAE EEE AE E E E E EE A AE E EE 20 TPE CISSE e E E E E E AEE 20 EE AEE EEE E AAA I E APEA A annie E A EEE AE ET 21 oaa MI SCS E EA E EE A EE EA A EE EE E E aoe EEA E EEE 21 Adding Images to a Page that are currently not uploaded to the Plone Site eecccceeeeeeeeeeeeeeees 21 Ean an US Oe asnaseueninaauentersan acces tatannesmancneataaeeatannecunesoasseuennnroapadmaiucntenueneseabersntece succes nnteeuaaneacnseeenscd 22 Changing the display of a page sc sssatecsecedsccssascccosstacaneinnenvoetadedceniaascesnietaceuiicsen antec seeaniedsasengseiuapieasasaeiereeiee 23 Adme FES CO a 1 OOS e E E E E EE 23 Ea S E EE E E EE E tha sate E EE E sta E E A E E E EE EA tein 24 eae A IES A LIK ee E E 24 ere nEn ELI eE AA TE E EE A EAAS 24 Creatine inks tO Other sites cursasen ce EE 24 Crea
16. age should be inserted Recent items TT 2 Select the button on the toolbar Alignment C Let Inline C Right Navigate to the folder where the image is Size Preview 400 400 Text Graduate a saved i e Home Internal Images equivalent E 4 Select the button in front of image to be upload image here inserted i e Graduate Bi DrAgA 5 Click OK Editing an Image If the image is not sized correctly it can be edited easily 1 Click on the image to select it Sizing handles will appear on the outside of the image 3 Click and drag the handles to resize the image or click on the button to open the same window used to upload the image 4 Sizing and alignment options will be available towards the bottom of alignment C Left Inline C Right the third column r Size Preview 400 400 5 Select the size preferred Click OK Save the Page Page 22 Changing the display of a page By default the display of a page is set to view actions display state eyview document home gt programs gt cols progjams only _show_body view e view Document If this view is chosen the COLS Programs lt Sa document user will see the page title description and College of Letters and Science Programs lt body text of the page Programs o only_show_body_view If this view is Recognized with more Regents Teaching Excellence Awards than any other UW h th ill i th b d text
17. ajors pdf Broken Links M SS ST If a linked item is being deleted a warning message Potential link breakage By deleting this item you will break links that exist in the items listed below If this is indeed what you want to do we recommend that you remove these references first will show that the current item to be deleted will have sasussun This File is referenced by the following items a potential link breakage Within the warning T ee m j will h Ww wh r h link i min fr m Would you like to delete it anyway essage it sho ere the s coming from EN EE last modified Feb 04 2010 10 11 AM and gives the option of deleting or canceling the action Moving Content Items There may come a time when you have added a folder page or other content item to the wrong area of the site Moving content can be done easily through the contents tab this is the better method if moving multiple items to the same location If moving an individual item it can also be done by using the actions drop down menu of the item folder page file etc Say created the Undergraduate and Graduate folders pages are within those folders under the root home folder According to the example navigation those folders should have been created inside the Programs folder don t have to recreate the folders and pages can simply move cut and paste the items into the appropriate area i e Programs folder Improper Navigation Proper Navigation St
18. and Science Click the Style drop down Select Heading There are many other styles to choose from Explore the other Page break print only formatting style options that are available Claas float remove style 4 Notice how the text formatting changes The text below represents the styles for the example site Example of Normal Paragraph Style Example of Heading Style Welcome to the College of Letters and Science Welcome to the College of Letters and Science 5 Click Save when done adding text to the page 6 After a page is saved the view tab is activated Welcome to the College of Letters and Science Note By default a page displays the Title Description and secon amp wi rony Text sea plas Science n most cases you WI not Wa nt the title a nd descri ption to With 35 sith oe a a renee ee apenas the College of Letters and Science COLS is the largest and most diverse college at the University of Wisconsin Oshkosh Through a multifaceted liberal arts education students are exposed to a broad spectrum of knowledge about human show This Can be changed by using the display menu to experience and the natural world Transcending preparation for specific careers COLS prepares students with communication critical thinking and problem solving skills essential for success in todays society only show the body text This will be explained below a aaa Page Management Tabs
19. and the Cerro Upcoming events Tololo Interamerican Observatory last modified Nov 04 2009 11 34 AM Future Students Athletics Community amp Visitors Oe Parents Admissions Work at UW Oshkosh i BAA W College Portrait PA Universit oF Alumni Administration Career Services A WISCONSIN SYSTEM Faculty and Staff Resources Titan Services a Current Students Calendars Contact Us About UW Oshkosh Media Relations Accessibility Academics Steps to Take Before Migrating Your Web Site Preliminary process As discussed in the ongoing workshops provided by Information Technology and Integrated Marketing and Communications it s best to have the full Web site structure defined prior to beginning the Page 2 technical process of building the site using Plone Defining your Web site structure is as easy as making an outline To start this process use the following guidelines to help you determine what content will need to be added folders pages images files etc 1 Define goals In order to establish an effective Web site that serves the needs of the visitors it requires a clear definition of the goals of the site For example Admissions has a goal of student recruitment therefore a tangible action a visitor should take on the Admissions Web site is Apply Online Defining the site goals first allows you to structure navigation and content around accomplishing those goals for each audience visiting the site Do res
20. ave the page ok cancel Test the link Note The link can only be tested from the view tab it cannot be tested when editing a page Creating an Anchor Anchors can be attached to items so that when a link is created it will jump directly to the anchor item By default when a page is linked it will jump to the top of the page There may be times when you want to link to a specific area on the page possibly towards the bottom Anchors can only be attached to text that use tyles i e headings or subheadings In order to link to a specific area on the page an anchor must be created first Sa oe Se o Make sure the destination text you want to make an anchor has a built in style i e headings or subheadings To check if there is a style click anywhere in the destination text and look at the style box on your toolbar as shown below ia J ol t il Select the destination text Select the anchor button Choose the type of style of the selected text Select the radio button in front of the text that you would like to attach the anchor Save the page Navigate to the page that will be linking to the anchor Select the text Page 25 9 Create an internal link as indicated in the above directions 10 Once the internal link location is selected the anchor options will be showing in the third column 11 Select the radio button in front of the anchor that should be linked 12 Click OK home gt programs gt cols m
21. be the same provided in the e mail as for your uwosh edu email account At the very bottom right corner of the page select login gan a ae A F tP d is abc123 and your password is the Log in with your e mail login and password do not include uwosh edu yn nest ochischemai Same as for emal r account and you have forgotten In the login name your password call the Academic Computing Help Desk 920 424 3020 to reset it a ie log in if you do not have a UW Oshkosh email tand you have forgotten y 4 Click iin ee Page 5 Once logged in there will be tabs and menus that appear toward the top of the main content area of the site if you have permissions to edit that area of the site Example of tabs and menus after logging in display add new w state Tabs Tabs are used to manage the content on the site Tabs will vary depending on what type of permissions you have on the site Tabs will also vary depending on what type of content item you have selected For example you will see different tabs when you are working with a folder vs a page The tabs will be discussed in more detail below Menus Menus are used to take an action change the display change the state or add different types of content for example pages folder images news and events Menus will vary depending on what type of permissions you have on the site Menus will also vary depending on what type of content item you have selected For
22. bmitted a Web request form If you have not submitted a Web request form please do the following 1 Fill out the following form www uwosh edu web Page 1 You will be contacted within two to three days after the form submission The e mail will include a link to your Plone development site that will grant you access to the Plone template along with basic instructions on how to log in and make changes Plone Environment Template When you receive the link to your Plone template from the e mail the template will look very similar to the image below About UW Oshkosh Academics Athietics Admissions Administration Resources Calendars m UNIVERSITY oF SEARCH WISCONSIN OSHKOSH 4 r A fan DN Physics and Astronomy Faculty and Staff The Department of Physics and Astronomy consists of seven faculty members with active research programs in surface physics physics education stellar astrophysics and magnetic resonance i eae eee ne gay News Item Jan 29 The small and personal nature of our department means that we can offer our students excellent opportunities for both research and education at all levels More news UPCOMING EVENTS R Test Event Jan 29 2011 Recent UWO Physics Astronomy students have been accepted into graduate schools such as Cal Tech UC Santa Cruz UNC Chapel Hill and the University of Colorado Previous events Others have interned at the Hubble Space Telescope Science Institue
23. d Feb 09 will open the folder and display a list of items within the folder in the main content area of the site as shown below In most cases the display option for a folder should be set to select a content item as default view By selecting a content item as default view a page can be chosen from the selected folder After a page has been chosen when a visitor of the site clicks on the folder in the navigation it will display the default page you have chosen Any subsequent pages or sub folders within the main folder will be expanded below the main folder home gt undergraduate Undergraduate COliege of Letters and Science Undergraduate B COLS Undergraduate by Michelle Loker last mo 3 Majors Minors Emphasis by Michelle Loker last modified Feb 09 2010 11 22 AM College of Letters and Science Degree Print this Summary view tabular wiew thumbnail view standard view select a content tem as default view For example according to the example COLS Navigation the Undergraduate folder should have the COLS Undergraduate page as the default view when the Undergraduate folder is selected The COLS Undergraduate page needs to be set as the default view Select content item as default view 1 Click on the folder that you would like to change the display i e Undergraduate 2 Click on the display menu 3 Click on select a content item as default view a list of items within t
24. dded to the correct area of the site Navigation The navigation is dynamic so all items will automatically appear Sites are set up to only show folders and pages in the navigation The navigation can be located on the left or right area of the site Portlets Portlets are items that show on the left or right side of the page such as calendars news events call to action items static text portlets etc These items will show if you have currently entered and published information You can also customize these portlets to only show on certain pages of the site Instructions to add portlets are included under the manage portlets section of the manual Footer Appears at the bottom of the Web site Log in The login will be at the bottom of the screen to the right of the copyright information If the log in is not in the bottom right corner you can type login after your web address in the address bar for example www uwosh edu training login Once you have the login screen you can use your UW Oshkosh e mail user name and password to edit a site or to view certain content based on permissions Log In If you have privileges to edit all or part of the site those permissions will be apparent after log in Please log in How to Log in relievers Please log in z ee 2 To access this part of the site you 1 Navigate to the Plone development site URL this is the link that was ama need to log in with your user name and password which will
25. dergraduate a 3 Majors Minors Emphasis College of Letters and Science Degree a 5 Requirements last modified Feb 09 2010 11 22 AM Adding Other Toolbar Elements to a Page Other elements can be easily added to a page by using the editor toolbar Important Note You will need to be in edit mode in order to add or change a page so make sure the edit tab is selected Tables Tables can be added to a page to show text in a tabular view or to line up pictures within a page 1 If the page is not currently selected select the page you would like ea eee to edit in the navigation Remember you can tell where you are by Edit Page following the bread crumbs i e am still editing the COLS E Programs page 2 If not currently editing the page select the Edit tab At the top of the window it will show the bread crumbs and below it will show Edit Page 3 Click in the body text area where you would like to insert the table 4 Select the button on the editor toolbar Table Class The table class is the way the table is formatted For example the subdued grid table class is formatted to have thin black lines between all rows and columns of the table The invisible grid table class is formatted not to show the lines between the rows and columns they are invisible The invisible grid table class is good for lining up pictures and text without showing the table lines 1 Select the table class you prefer it is easie
26. e images Read More Tabular View ee ee E Shows the title author type of item folder J internal Images Michelle Loke Jan 12 2010 09 42 AM and modified date Thumbnail View a Shows a thumbnail of pictures This view is Me ae most useful when pictures are stored ina folder Standard View a E EE EER AE EERE PE ERE EE PEP IEE Eee EE This is the default view when a folder is EE E created This view shows the title created by last modified and description of items within a folder Page 11 Select a content COLS Home Page By choosing a content item as default view item as default College of Letters and Science when the folder is selected a default page will view Welcome to the College of Letters and Science be displayed For example when a visitor of OSes urate sas oc ees sues soures Tss the site clicks on home folder you wouldn t ee ee eee ee AANI them to see a list of items that are in ees that folder which any of the options above Send this Print this would do Instead you would want them to see a default page your home page Instructions to set a default page are included under the Setting a Default Page for a Folder section of the manual below The add new menu is the menu used to add content to the site i e folders pages files images news events etc The items in this menu may vary depending on what privileges you have on the site as well as what products are installed on the site Add N
27. earch Another valuable step in establishing an outline for a Web site is to look at the structure of Web sites from peer institutions other institutions that are comparable to UW Oshkosh within our region and also top ranked national schools Finding trends on the Web sites of other institutions gives insight into what visitors expect to see when visiting a UW Oshkosh site Study the data Finally if available it s valuable to look at what is and isn t working on the existing Web site If any form of Web analytics such as Google Analytics is available on the existing site that data can show what visitors are looking at today and what information is causing issues Create an outline When all these factors are considered a navigational outline can be developed This can be as simple as a bulleted list of what the navigation should be on a Web site including what sub navigation will be within each main category This outline will become the tool used when physically creating the site in Plone Evaluate edit and create content Upon completion of the outline or navigational structure for your site you can evaluate the needed content for each navigation choice In some cases you ll identify content needs that may not exist on your current site or areas on your current site that no longer need to exist on your new site While migrating content over from the old site to the new site this is an opportunity to enhance the content
28. ed Page 29 Adding other Content Items Adding Events Events can be added to show upcoming events in your area Ifa calendar portlet is displayed event dates will be bolded 1 E ee E Select the Events folder Note There is a collection in the events folder called Past Events The collection is used to manage how the events appear in the portlet The collection should not be deleted Select the add new menu Select event Title the event Home Programs Add a description for the event Siap Type or copy and paste the N body text News Format the body text as UPCOMING EVENTS needed using the toolbar My Test Event Jan 22 2010 Fill in any other information n necessary Select the save button Just like any other content item on the site events need to be published for visitors of the site to see them Select the state drop down menu Select publish dd Event s Tite The Chamber Arts Series announces its 42nd season Description We offer you the best in chamber music i J Event Location Event Starts 2010 Panay 22 for fos al eaa Evert Ends 2010 f Be afore for Sl PS Event body text BSB 7 EJU Fitz Bb Re 2S Oo tb SF wm e Normal paragraph Attendees z z Event Type s Existing categories New categories a z Event URL Contact Name Contact E mail Contact Phone hange note The event will show in the events folder as well as the e
29. ed Select 5 hanss state Notice all of the folders selected are showing Below the LE OT u CI um Internal Images 1kB Jan 20 2010 04 01 PM Published a Fl Fae ae caro last modified Aug 05 2008 04 13 PM a aS Se folders there is a check box to Include contained items 6 Check the box in front of Include Contained Items to publish all content within the selected folders make sure all items in the folder should be published before choosing this option In the example this will publish the following items e About Us folder o COLS About Us default page Sees eae aes ES o COLS Contact Us Page asp apa mesa eee aes an alas searchable before its publishing date This will prevent the item from showing up in portlets and folder listings although the item will still be available if accessed directly e Programs folder ee o COLS Programs default page ee title size modified state Undergraduate folder fy C Programs 1x8 Jan 21 2010 02 10 PM Private o COLS Undergraduate default page 7 AboutUs 148 Jan 22 2010 08 42 AM Private o Majors Minors Emphasis page F Include containeditems o Requirements page Comments be added to the publishing history IT multiple tems are Selected Publishing Date e Graduate folder The date when he tm wi be publshed Ino date is selected te tem wil be pubisheo o COLS Graduate default page at aS af HT H H 7 Select Pub
30. efore its publishing date This will prevent the item from showing up in portlets and folder listings although the item will still be available if accessed directly via its URL Affected content title size modified state I Programs 1B Jan 21 2010 02 10 PM Private Publishing Date The date when the item a Expiration Date a gate en the item expires This will automatically make the item invisible for others at the given date If no date is chosen it will never expire P z a g gt Comments Change State No change C Submit for publication Publish save cancel last modified Jan 21 2010 02 10 PM The selected folder i e Programs and all items within the folder have been published Publishing multiple folders within the same level Plone Training using the contents tab Publishing multiple folders within the same level can be done by using me size state C Programs 1kB Jan21 2010 02 10 PM Private x the contents tab C3 About Us 1kB Jan 22 2010 08 42 AM Private x B COLS Home 1kB Jan 20 2010 04 08PM Private Select the home folder gt Events 1kB Oct 29 2009 02 18 PM Published C main images 1kB Mar 06 2009 01 35 PM Published Select the contents tab an L3 News 1kB Jan 06 2010 04 15 PM Published Check the boxes in front of the items to be publish
31. et priorities and directions for the program Each institution in the UW System is represented by two board members Students industry representatives and a representative from the U VS Women s Studies ortin are ges oO included on the board Main Content Right Area In addition to its governance function the advisory board facilitates communication between the Program and System c is includes bringing local needs to the attention of the program and increasing awareness of Program events within the board member s institution In order to meet these goals advisory board members are asked to assume the following responsibilities Attend two advisory board meetings each year The first meeting occurs during fall semester typically atthe Oshkosh campus and the second meeting takes place in the Spring in conjunction with the Women and Science Program Retreat Maintain membership on the Advisory Board listserv and forward information of interestto colleagues Communicate program goals and activities to colleagues and administrators in the member s home institution In some cases board members might be asked to give program reports at meetings of UWS administrators when they are held on the member s campus Provide information about campus events related to women and science and or to good teaching for the program newsletter each fall Take partin other activities or task forces as determined at board meetings For example itwas deter
32. etc Publishing multiple Items can be done one of two ways depending on what needs to be published For example if you want to publish only one folder and all contained items within just that folder it can be done through the state drop down menu from the folder If multiple folders on the same level need to be published the easiest way to do so would be to use the contents tab Publishing an individual folder using the actions drop down menu 1 Select the folder to publish i e Programs folder T State publish Select the state drop down menu submit for publication Select advanced rea 4 Notice the folder selected is showing Below the folder there is a check box to Include contained items 5 Check the box in front of include contained items to publish all content within the selected folder i e in the example this will publish the following items e Programs folder o COLS Programs default page e Undergraduate folder o COLS Undergraduate default page o Majors Minors Emphasis page o Requirements page e Graduate folder o COLS Graduate default page Select Publish at the bottom of the page Select m tem state changed 00 Page 27 home gt programs Publishing process An item s status also called its review state determines who can see it Another way to control the visibility of an item is with its Publishing Date An item is not publicly searchable b
33. ew Menu Options Collection A collection is used to search your Web site for certain content without using the search mechanism It allows you to create a customized smart search folder for visitors of the site so they can find all types of content pages images files event etc related to a certain topic by clicking one folder Adds an event to the calendar Adds files to the website i e MS Word PDF MS Excel etc Used to organize your site content Form Folder Adds forms to the Web site Adds pictures to your Web site Link Adds an external link to your Web site navigation Test this when logged out Note When logged in this will not go to the external link directly Adds a news item to your Web site pictures can also be added within a news item Creates a new page in your Web site The two main state types for an object are private and published The state of an item determines who will be able to view the item By default items are created in a private state Unless you have privileges on the site you will not be able to see the item until it is published Folders need to be published in order to see the pages within them unless the page is being linked to from another published page The advanced option can be used to publish multiple content items at once Page 12 State Options Publish The item will be published and can be viewed by visitors of the site Submit for publication Sends the item through a workflow state for a
34. ext as well as add pictures internal external links anchors tables and text styles EBs e Heading OO m savesthe current page youareworkingon O o E polsthetentthatyouselet SSCSC S S lens yourtexe paragraphtothele OOOO Tans yourtext paragraphtothe center SSS Fens yourtext paraeraphtotheright SSS M Definition list Works well for listing categories and then words with definitions Decreases the indent for a paragraph Increases the indent for a paragraph Insert image Insert internal link Styles Styles are used to format text in the body text area of a page The three most commonly used styles are Heading Subheading and Normal Paragraph A style is a pre programmed set of formats that have multiple formatting options embedded into one style Heading Subheading and Normal Paragraph When text is typed or pasted from Notepad into Plone by default it is formatted as normal paragraph Page 15 By formatting the text on the page it will be easier for the user to navigate to the area they want to view quickly Formatting the text will also allow you to use the table of contents and anchor feature which can build a link directly to a certain area of the site For example in the example pasted text above Welcome to the College of Letters and Science should be formatted as a Heading Normal paragraph gt 1 Select the text to be formatted i e Welcome to the College of Letters
35. f your site should be showing 2 Click the add new menu add new Select folder I collection i event home gt lt Bread Crumbs The Add Folder window will even Add Folden 7 open shown at the right Tile A folder which can contain other items _ folder Defauita Categorization i Dates Ownership Settings Property Tabs form folder Title B isplayed at th 2 read crumbs are displayed at the mere Internal Images very top of the Add Folder window C large folder Torr Bread crumbs can be used to ga link A short summary of the content navigate through the site and are a es iia z good reference point to tell exactly page where you are currently in the site El In the example to the right the breadcrumbs show B cancel home which is the root of the site The new folder created will be saved within the home folder All main folders should be built off the home folder It is very important to check the breadcrumbs when creating new content items because that is how the navigation is structured The title of all content items are required The title is searchable and will appear in the URL at the top of the site 5 Inthe Title box type a name for the images folder i e Internal Images The description of the item is optional but it is recommended The description of an item is also searchable so it gives users coming to the site another means of finding w
36. hat they are searching for 6 Inthe Description box type a description for the images folder i e Departmental Web site Images In this case you may not want to type a description because this folder will be used only for internal purposes to organize the images that will be used thought the site 7 For all content items there will be additional property tabs above the title These additional tabs vary depending on the type of content item being added Page 8 Defaults Categorization Dates Ownership Settings Folder Property Tabs For a folder the following tabs are available Settings Comments If checked users can add comments to this item Exclude from Navigation If checked this item will not appear in the navigation Enable next previous navigation If checked this enables next previous widget on content items contained in this folder This adds a back and forward button to the content item within the folder This is similar to the back and forward button ona browser window By default all pages and folders created will show in the navigation J 7 m Default i Categorization Dates Ownership i Settings Exclude Folder from Navigation Lpetautte carea 1 Select the Settings Tab If selected users can add comments to this tem i Exclude from navigation 2 Check the box In fro nt of Exclude from Navigation If selected this item will not appear in the navigation tree 7 e Enable next previo
37. he selected folder will be displayed 4 Click on the button in front of the default page the default page 5 Select save Plone Training Home About Us home gt undergraduate Events COLS Undergraduate News UW Oshkosh s liberal arts college t e of Letters and Science prepares undergraduate students to be effective communicators critical thinkers and lifelong learners More than 40 majors and minors as well as numerous emphases and pre professional programs ranging from artto urban planning mathematics to English provide limitless academic options Graduate The college s distinguished faculty are not only active in their specialty but also take time to challenge and nurture students classroom and through one on one research projects Collaborations with the community such as internships vide additional experiential learning opportunities Programs Beyond the classroom students actively engage in more than 40 student organizations including the most successful Model United Nations team in America Through our more than 50 unique study abroad experiences students can explore the coral reefs in Bermuda research animal behavior in Tanzania or study the art culture and religion of ancient Rome Print this last modified Feb 09 2010 11 22 AM Page 19 home gt undergraduate Select default page Please select tem which will be displayed as the defaut page of the folder 3 COLS Un
38. ide of the main content area TEER Use parent settings Content type portlets Use parent settings 2 save settings Page 31 Call to Action Portlet Call to action portlets are an easy way to display a tangible action that you would like a visitor of the site to take For example a tangible action for a UWO Web site may be to have a visitor apply to UW Oshkosh online This would allow the user to click a button and apply online through a form submission 1 Select Add portlet I on either the left or right side Add Call To Action of the window depending on what side you want the This portlet allows you to add call to actions portlet added Configure portlet Call To Action Select Add Call To Action Call To Actions 3 Text that shows up Type the text the visitor of the site gt e e Delete Text that shows up Link it goes to should click on i e Apply to UW Oshkosh EI ee 4 Link it goes to Type or copy and paste the link you would i Pa Remove Selected Call To Actions Add Call To Action like the visitor to see i e https apply wisconsin edu 5 Click Save The portlet will be added to the area of the site specified Static Text Portlet Static text portlets can be used to display information that doesn t change often For example you may want to use a Static text portlet to display contact information 1 If privileges to manage portlets have been set you will see Hama ectie on the
39. if using Internet explorer 1 Click where needed in the table e Rows are added below where the cursor is in the table e Columns are added to the right of where the cursor is in the table e Rows and columns will be deleted based on where the cursor is in the table 2 Select the button 3 Choose the appropriate action on the column or row umn eo S aw 4 Click a Row add remove Table mi fix remove The changes should be made to the table Adding Images The way images are added may depend on what the purpose of the image will be used for Regardless of the use an image must be uploaded and stored in a folder to be viewed or used within the site For example if want to add an image to a page may choose to do so directly from that page When upload the image will have to choose where want the actual image file saved It is a good idea to have that folder created before uploading the image Adding Images to a Page that are Insert Image Search home internal images currently not uploaded to the Plone J Home Parent folder Select an image from your computer and clickok a Current folder R Logo n ee ae selected site wy recentitoms older and inserted into the editor Recent items Upload to Internal Images 1 Click within the body text area of the page RATraining CLASSES Plone Plone W lt Browse where
40. institution the University of Wisconsin Oshkosh s College of Letters and Science offers chosen e user will only see e boay tex award winning programs in the sciences fine arts humanities and social sciences of the page It is usually not necessa ry to The largest college on campus students choose from more than 40 undergraduate a o majors and minors as well as numerous emphases pre professional programs and show the title and description so this isthe graduate programs Wd Letters and Science students are challenged by a nationally recognized faculty view that will likely be used most often gae E a A committed to excellence in teaching research and service Allowing for hands on If the page is not selected select the page learning both undergraduate and graduate students have the opportunity to participate in collaborative student faculty research internships and study abroad experiences Make sure the View tab is selected Click the Display drop down menu Select only_show_body_view By selecting this option it will get rid of the title and description of the page and will only show a the information that is in the body text area Adding Files to a folder Files can be added easily through the Add New menu Before the file is uploaded a folder should be created to store the file home gt programs gt Add File An external file uploaded to the site 1 Select the folder that you would like to upload the
41. ity has 400 Web sites at last count and that number continues to grow The resources available for Web development on Campus are unable to give detailed attention to each Web site Sites in later phases of the University Web site project are no less important but did not meet the following criteria Phases 1 3 include sites that Receive the majority of traffic from external visitors prospective students alumni community members Provide services that affect the majority of campus and or Have not been recently updated or redesigned What Do I Need to Do to Pursue the Self Service Option If affected units wish to migrate sooner to the new design and begin using the Plone content management system there is an alternative self service option for which a unit will need to do the following 1 Dedicate someone the Web manager to populate the Web site and manage the content 2 Make a request using the form at www uwosh edu web 3 Have the Web manager receive Web site structure and Plone training What Happens After the Training Already submitted a Web site request prior to Plone workshop If you have submitted the Web request form prior to the Plone workshop you will be contacted within two to three days after the workshop The e mail will include a link to your Plone development site that will grant you access to the Plone template along with basic instructions on how to log in and make changes What if I have not su
42. lish at the bottom of the page Tne de ven the ten expires This wil automaticaly make the tem invisible for others at the 8 Select W W a i a tem state changed The selected folders and all items within the folder have been Change State p u bl IS hed Select the new state for the selected items C No change C Submit for publication Publish Retracting Items cancel There may be a time where an item s need to be changed back to last modified Aug 05 2008 04 13 PM a private state This can be done by retracting individual or multiple items just as discussed with publishing items 1 Choose the way you would like to retract the item depending upon what item s need to be retracted one item whole folder and or contained items multiple folder and or contained items 2 If selecting multiple items on the same level then the contents tab will need to be used Page 28 3 Select Include Contained Items if you would like to retract all items within the selected folder s 4 Select Retract or Send Back depending on the privileges you have on the site Managing Content Managing content can be done easily through the contents tab display addnew The contents tab allows you to copy cut move rename delete change state and reorder items al modified 9 Programe Jan 22 2010 08 55 AM Published Copy Cut Rename Delete Change State C Aboutus 148 Jan 22 2010 08 55 AM
43. ll be inherited from higher levels unless specified otherwise For example if you share the root of the site any other items added or currently within the home folder will inherit those permissions unless otherwise specified Items within a folder also automatically take on the permissions that have been set for the folder Setting permission for the whole site 1 Click on Home 2 Select the sharing tab note this will only be seen is specific privileges have been given 3 You will see the following IMPORTANT message at the top of the window You are adjusting the sharing privileges for a default view in a container To adjust them for the entire container go here 4 Itis very important to select the i ss Sharing for Plone Training You can control who can view and edit your item using the list below go here link if you would like to share the whole site If you do Search for user or group 4 search not click this link before sharing it usergroups car can can can o add edit view review will only set the specified B logged in E users privileges on the home page V Inherit permissions from higher levels 5 Click go nere here By default permissions from the container of this item are inherited If you disable this onh gt explicitly defined sharing permissions be valid In the overview the symbol indicates an inherited value Similarly the symbol indicates a global role which is managed
44. mined atthe 1998 Spring Meeting thatthe program office would develop materials useful in establishing mentoring connections and that it would be up to individual campuses to make local use of those materials Participate in program evaluation Itis the responsibility of the advisory board co chairs to develop or update evaluation materials However each member is asked to have a voice in the evaluation itself Print this last modified Jan 28 2010 10 33 AM Future Students Athletics Community amp Visitors OF iiid Sle teeta i ees bale y Ua UNIVERSITY OF acid oe lla Sad alas Footer 4 College Portrait W W WISCONSIN SYSTEM Faculty and Staff Resources Titan Services OSHKOSH Current Students Calendars Contact Us About Uv Oshkosh Media Relations Accessibility Academics Page 4 Header Will include the UW Oshkosh logo search box and other related links e Search Any content can be searched as long as it is public If you are signed in and have additional permissions within the site you can also search private items Main Image The main image area will be populated with any images saved in the main images folder The main images folder is provided with the template and is hidden from navigation Departmental Header Will display the department heading Bread Crumb Trail This shows the location of where you are in the site Bread crumbs should be referenced when adding content to the site so that content is being a
45. ne person to have access to edit your Web site With the automatic lock and unlock feature if there is a user editing a page it will automatically be locked Notice that it says who locked the item and how long ago it was locked If you know that the user who has it locked isn t making any changes i e it has been a long time since they locked it you can go ahead and select the unlock button so that you can make your edits Welcome ou are now logged in This tem was locked by Training 1 minute ago lf you are certain this user has abandoned the object you may Unlock the object You will then be able to edit i Once the person editing the content selects the save button the content is unlocked for others who have permissions to edit What do I need to do before requesting the site go live Going live means replacing your existing site with the new site Web address URL or if you did not have a site this will make the new site available to the public Before requesting the Web site goes live the following steps are recommended 1 Verify all needed content from the existing site has been transferred to the new site 2 Check that all folders pages files and images are in the correct state published vs private Page 34 Check that any content that should be private is indeed private not publicly visible Read and edit all the content and verify grammar and spelling ideally including search engine keywords where
46. ng permission for the whole Sit cccccccsssccccesececceseccceesececeesececeeecceseuseceseusecessuaeceetausesetsunesss 33 Removing permissions to Specific areas Of the Sit eeccccesseccccessececeeseceeeesececeeeseceeseseceeseneceeeaeeeeetas 33 Adding permissions to only specific areas of the SIt cccccessccccessececeesececceuseceseeeceseenecesseneeeetenseeetas 34 Locking and OCI IN Soe cterectece teen eteenie a eso ciestte tee sele teak ste teeese a edeees dene oadeand auch E 34 What do need to do before requesting the Site ZO lIVE eecccccessccccessececeesececeeeeceeeeusecesseecesseneceesenes 34 Page iii What is Plone Plone is a Web based Content Management System used by UW Oshkosh Plone allows users to easily create edit and publish Web pages documents news calendar events photos audio video and much more to their department Web site What is the Self Service Option The self service option is a system created to allow units to migrate to an updated Web site using the Web content management system on their own after they have participated in the Web development workshop conducted by Information Technology and Integrated Marketing and Communications Background Regarding the University s Web Site Migration A summary of the University wide project to rollout an online brand and CMS can be found here www uwosh edu imc web design development university website project The Univers
47. nt COLS Graduate Photo A image R Training CLASSES Plone Plor Browse gt savel gt cancel i The image is uploaded to the chosen folder and can be used in other areas of the site Adding Images to the Main Images Folder M OSHKOSH E gt The main images folder is a folder that automatically comes with the Plone template Images uploaded to the main images folder are used for populating the main image area at the top of the Plone site Only upload images to this folder if you would like them to appear in the main image area at the top of the site If there are multiple images uploaded to the main images folder the different images will cycle though as users are navigating throughout the site Page 13 Editing the Home Page The next step is to edit the Home Page that was provided with the template This will be the default page that visitors of the site see when they click on Home folder in the navigation 1 Make sure the home folder is selected If not click on home in the navigation The view Tab is activated Select the edit Tab If needed edit the title and description of the page a w If needed edit the body text of the page by using the directions below Body Text of a Page This is the area that will be used to add text links images and tables to a page Visitors of the site will view the information within the body text area 1 To add text simply type in the white area Copy
48. older is used to populate the main image shown in the template This is a folder that is excluded from navigation The main images folder is explained in more detail below When the view tab is selected it will show the items within the folder by displaying them in one of four views depending on which has been selected standard view is selected by default summary view tabular view and thumbnail view or you can choose to display a default page within the folder Choosing the display of a folder is done by using the display menu which is described in more detail below The edit tab can be used to edit the folder item The edit folder window opens which allows changes to any of the folder property tabs Default Categorization Dates Ownership and Settings These property tabs were described earlier Rules define actions that apply to the item With the default template rules are automatically applied to the site for the news and event content types The rule defines that if an event item is created it will be moved to the event folder and if a news item is created it will be moved to the news folder The sharing tab allows those that have permissions to set the following privileges on specific content items throughout the site add edit view and review Inherit permissions from higher levels by default is checked This will by default inherit the permission from the parent folder Permissions for items within the folder are
49. possible Have the necessary people within your unit review and approve the site as well as test for broken images and links If needed inform your user community of the site go live date They may need to update bookmarks and links to the new site When ready let IMC know by either e mailing Jamie Ceman cemanj uwosh edu or calling 424 0821 You can choose a specific date or you can tell us to proceed as soon as possible You can also request Web analytics be installed on your site at that time Page 35
50. pproval before the item is published Allows for publishing multiple items within a folder Publishing an Individual folder i e Internal Images 1 Make sure the Internal Images folder is selected by refereeing to the bread crumbs Click the state drop down menu 3 Select publish Note This folder needs to be published for the images to be viewable within the site Adding Images to a Folder Images that you know you would like to use on pages or just viewed through a folder can be directly uploaded to a folder 1 Select the folder where the image will be stored i e Internal Images Select the add new menu Select Image Add a title to the image i e Graduate Add a description to the image i e COLS Graduate Photo NOTE The description is very important for an image because it will let individuals with disabilities know what the via 7 item is by the description 6 Click the Browse button and navigate to the image action display add new Y submit for publication tem state changed home gt internal images Internal Images There are currently no tema in this folder Send this Print this History last modified Jan 20 2010 03 40 PM home gt internal images Add Image An image which can be referenced in documents or displayed in an album Categorization Dates Ownership Settings Default Title Graduate Description A short summary of the conte
51. r hands on learning both undergraduate and graduate i e Link to COLS Majors pdf students have the opportunity to participate in collaborative student faculty research internships and study abroad experiences 3 Select the button on the toolbar f f Start navigating to the linked location by using A 7 the bread crumbs or start by clicking on the Undergraduate Graduate UW Oshkosh s undergraduate liberal Through advanced research anc i 1 ducat tudents to a broad folder name in the navigation at the left It may a A are ca sures nnalaprivalelrers i i itical thinki d blem solvi be easiest to start by clicking the home folder at skills essential for success in today s _ 2chers scholars researchers society the left Then click on the folder name in the second column until the desired linked item i e gt page file shows 5 Select the radio button in front of the item page image nome programs 3 Home Parent folder COLS Majors pdf to be linked i e COLS Majors pdf CiiGuirenttoider C a cous Programs College of Letters and Science Majors Wy recent items COLS Majors pdt 6 Click OK Recent items 7 Save the page 8 The view tab should be selected 9 Test the link Note The link can only be tested from the view tab it cannot be tested when editing a page Create an External Link External links can be used to create links outside your site and links to e mail addresses C
52. reating links to other sites 1 Navigate to the page where you would like to create the link or create a new page if it doesn t exist Select the item that will be the link i e text or image Link the highlighted text to this URL E a button on the toolbar http www uwosh edu home Anchor top of page default gt Abou UW Czhkash Academica Athieics Adma sna Select the Type or copy and paste the URL in the box at the top Click If the link is correct a preview of the site a UNIVERSITY oF WISCONSIN will show below eee L er ax Ohh X Fe me Page 24 10 Click OK Save the page The view tab should be selected Test the link Note The link can only be tested from the view tab it cannot be tested when editing a page Creating links to e mail addresses If using Internet Explorer and the whole e mail address is typed the e mail link will automatically be created as soon as the space bar is selected If not using the whole e mail address and or Internet Explorer the e mail link will need to be created manually To create an e mail link manually External Link 1 Link to url Link the highlighted text to this URL preview Select the item text picture that will be used RSTRNT NOS CUE for the e mail link Select the button on the toolbar Type in the white box at the top Preview mailto TypeFullEmailAddressHere i e mailto training uwosh edu Select OK S
53. rograms About Us 1 Select the state drop down menu Events Select publish News Image Caption Student 3 The news item will show in the news NEWS folder as well as the news portlet on Student interns help clients Se aon nwa E P aeeobea vance iit the right or left side of the site E zava 5 cance ay iaat modified If a news item is old it can simply be retracted or deleted and will not show in the news portlet Manage Portlets Managing portlets can be done depending on the privileges set on the site Manage Portlets can be used to add edit delete or move items to the left or right side of the site such as Navigation Calendar News Events Static Text and Call to Action items Most Commonly Used Portlets e Navigation Used for site navigation e Calendar Show a calendar month with bold highlight dates and linked dates for events e Event Shows upcoming events based on publish state e News Show news items based on publish state e Recent Items Displays a specific number of recent items by date modified e Static Text Displays text that doesn t change or a list of links Add Portlets Add portlet 1 If privileges to manage portlets have been set you will see left or right side of the main content area below the last portlet item i e Navigation Call to Action etc acca nee Click Manage Portlets Parent portlets Do not block 3 You can add items to either the left or right s
54. ructure rm l 5 E iF Preeeeer reer eer rer reer errr err rrr rrr reer rrr rere rrr err rere eer rere rrr rrr reer rrr rer errr POPPE Diei a munnnnnnNNNNNNNNNNNNNNNNNENNENNNNNNNNNNANNNNNNNENNNNENNNENMNNNENNNANNNNNNANNENNANENENN select all title size modified state order 1 Click on the home folder 7 CQ Undergraduate 1KB Jan 21 2010 04 05 PM Private M CO Graduate 1kB Jan 21 2010 04 05 PM Private Select the contents tab l CQ Programs 1kB Jan 21 2010 02 10 PM Private 3 Click the checkbox in front of the content item s that need to rm O Events 1kB Oct29 2009 02 18 PM Published be moved i e Undergraduate and Graduate folder T Comainimages 1k Mar 06 2009 01 35 PM Published m O news 1kB Jan 06 2010 04 15 PM Published 4 Select the Cut button O internal images 1kB Jan 20 2010 04 01 PM Published O A COLSHome 1kB Jan 20 2010 04 08 PM Private last modified Aug 05 2008 04 13 PI Page 26 5 Click on the title of the folder where the item s should be moved i e Programs folder 6 Select the Paste button 7 The item s have been moved to the proper area of the site Publishing Multiple Items within a Folder It is much faster to publish multiple items within a site by publishing whole folders and all items within the folder Be careful when using this method because this will publish all items within the selected folder i e subfolder pages
55. st to see what the table will look like after the page is saved Table published and you are logged out Table Class Invisible grid 2 Inthe example to the right the Invisible grid table Rows 2 class is selected Columns 2 3 Select the number of rows and columns needed i e C Create Headings 2 rows 2 columns cs add table fix all tables 4 Create Headings is automatically checked If left L l checked this will create another row with default close headings that can be changed simply by selecting 7 the text and typing over the top Uncheck the box if prefer not to have headings added 5 Select Add Table Page 20 6 The table is inserted 7 If no headings are added the table cells will be very tiny 8 Click in the cell where you want to add the content and type or add an image Pi 9 Notice how the gridlines for the table show even though I selected invisible grid They are only Al showing because am logged in this allows me to position the text or picture in the right area As soon as log out and view the page the lines will be invisible Editing a table If you need to add or delete rows and columns after the table is already added it can be done by editing the table Some browsers will show the following marks between the cells Amt Use the arrows to add rows or columns and us the to delete columns or rows These options are not available if using Internet Explorer To edit a table
56. t Page for Home Folder mai Internal Images Folder Folder to Organize all Images for the site This folder will be used to store images and will be hidden from navigation 1 Undergraduate Image This image will be used on the COLS Programs Page 2 Graduate Image The image will be used on the COLS Programs Page ia About Us Folder Folder for About Us amp Contact Page B 1 COLS About Us Page Default Page for About Us folder B 2 COLS Contact Us Page Programs Folder Folder Explaining Academic Programs Undergraduate amp Graduate B 1 COLS Programs Page Default Page for Programs Folder s 2 COLS Majors pdf File LJ Undergraduate Folder Sub Folder with in Programs Folder 2 COLS Undergraduate Page Default Page for Undergraduate Folder 2 Majors Minors Emphasis Page Z 3 Requirements Page LJ Graduate Folder Sub Folder with in Programs Folder 1 COLS Graduate Page Default Page for Graduate Folder Page 7 Adding Folders The first content item that should be created is a folder to store Web site images Before an image can be used on the site the image must be uploaded and saved to a folder within the site The images folder will be built off of the top level of the site which is the home folder 1 Make sure you are at the top level of the site home If you are not sure where you are in the site click on home in the navigation The home page o
57. ting links to e mail addresses sesseesessssrsssrreserrsrrrsrrrssrensrtessrersrersrtenstensrtesrtessreesrtesetessrresseens 25 eune amA NENO serea a T 25 BrOK ALINE ore E EEE E E E AE 26 Moving Content ITEMS cccsccseccseccsecceccecceuccescceusceuscessceseceseceseeeseceaectaeetaeetaeetaeetseeseusseussesssesssesseeseeeaes 26 Publishing Multiple Items within a Folder cece ccecccceecccesececenececenecceeuceseuecseeueceeeueeeeeueeeeeuceseuececeueceeensss 27 Publishing an individual folder using the actions drop down MeENU ccceecsceeeeessceeeecseeeecseeeeeeeseas 27 Publishing multiple folders within the same level using the contents tab ssssssesessrerreerrrrrressreere 28 REE aCUING E e e E E E E E E E E 28 Man e nE CON I oa E E E 29 Copy Cut Rename Delete Change State cccccccccccssccccssccccsscscecececeuecseeeceeeneceeeeeeeeeeceseecetsueseeeneeeeees 29 CC a E E E A A E N N T 29 RENO r E E E exten tes mceaeeeeaeniee 29 UTI SS E a E A EE E E 29 PEO FOF I E I E T a E EA 29 Adding other Content KEME sererscnns irinn RAR NANa ene ee re ene 30 AANE EVEN eA E E E 30 Padine NEWS ari E A awucosenanseaneeceuenoosaetesaas 30 Moama e Pore a a E E E A A 31 Ad POUC e E E E E EE A E A A E 31 CTO ACION POUE oin E T E 32 MC TEE POE ee e E anges EE A E E E E E O E E E 32 Dele POUC eer E E E AEE A A E E E 32 Move POr IOI aena E E E AEE 32 EAL POUC oorr A T 33 SNA ar E N oo eas SS ee Soe eos nese ea 33 Setti
58. uate o Graduate Adding Pages Additional pages should be added to the appropriate folders For example to complete the COLS site navigation example the following pages need to be created 1 About Us Folder Pages to Create e COLS About Us Default Page for About Us Folder e COLS Contact 2 Programs Folder Page to Create e COLS Programs Default Page for Programs Folder 3 Undergraduate Folder Pages to Create e COLS Undergraduate Default Page for Undergraduate Folder e Majors Minors Emphasis e Requirements 4 Graduate Folder Page to Create e COLS Graduate Default Page for Graduate Folder 1 Select the folder where the page should be stored I will be creating the COLS Programs page that will be added to the Programs folder Select the add new menu Select Page Type in the page title i e COLS Programs Type in the page description i e College of Letters and Science Programs Click in the body text area Type or copy and paste the text Format the text as needed eS Se ee a Save the Page Page 18 Setting a Default Page for a Folder By default a folder is set to display in standard view The different view options for a folder are discussed above in the Display Options for a Folder section of the manual It is very important to set the display of a folder If the display of a folder is left in standard view when the folder is selected it B Requirements by Michelle Loker last modifie
59. us navigation Note This can be excluded from navigation because it This ESSEE Oe widget E tems contained in this folder will be used only to organize store internal images used throughout the site last modified Jan 12 2010 09 32 AM action display Changes saved home internal images Bread Crumbs l Internal Images Department website images There are currently no tems in this folder send this Print this last modified Jan 12 2010 09 42 Ahk Once the item is created there will be tabs and menus to work with the item Page 9 Folder Management Tabs The folder management tabs seen may vary depending on what privileges you have on the site vew Hf The following content rules are sctive in Mis Plone Site Js6 pe to create new rules or gelate or modit existing ones e News to News Folder hd ma appl enabled enable actae content rules in this plone site fi here ic ij ubfolders Move Event koms to Events Folde t Move Events to event folder Move News items to News Folder Ot Aoves af created News Rem types to the Hews folder in the root of the plone site hatte sate apoy to subfetiers gt apai to Careen fader omy display v add new v Plone Training select all title modified state O Events Oct 29 2009 02 18 PM C main images 1kB Mar 06 2009 01 35 PM C News 1kB Jan 06 2010 04 15 PM Jan 12 2010 09 42 AM Private C Internal images 1 kB last modified
60. vents portlet on the right or left side of the site Note The events folder does not need to be published for the events to show in the events portlet only the event itself needs to be published If an event is past and you would not like it to show in the previous events portlet it can simply be retracted Adding News News can be added to inform users what is happening in your area 1 Select the news folder Note There is a collection in the news folder called News The collection is used to manage how the news items appear in the portlet The collection should not be deleted Select the add new menu 3 Select news Page 30 actions v display y addnew v__ state home gt news News Site News author type modified G News ploneadmin Collection Oct 29 2008 01 29 PM Send this Print this History ast modified Jan 06 2010 04 15 PM 4 Title the news item 5 Add a description for the news item nome newe student interns neip cient nemese interacive meia 6 Type or copy and paste in the body text beats 7 Format the body text as needed using the toolbar See Sane aoe meaner 8 Image Select the browse button to add an image to the news i article para J ESED ES SB wee DO SE om A 9 Image Caption Add a caption to the image PETEA EEEE 10 Click the save button Just like any other content item on the site news items need to be published for visitors of the site to see them i P
61. y_view submit for publication advanced Actions are used to cut copy delete or rename a page These actions can also be performed within the contents tab Note To view the contents tab you must have a folder selected Then you would have to navigate to the page Display is used to change the way a user views the page By default the display is set to view document e view document If this view is chosen the user will see the page title description and body text of the page only_show_body_view If this view is chosen the user will only see the body text of the page It is usually not necessary to show the title and description so this is the view that will likely be used most often The two main state types for a page are private and published The state of an item determines who will be able to view the item By default items are created in a private state Unless you have privileges on the site you will not be able to see the item until it is published Adding Additional Folders Additional folders will need to be added throughout the site to organize the site navigation 1 Add all folders that are needed to build the site structure it is much easier if this is done right away so that the content items can be directly added to the proper folder and won t need to be moved later Page 17 For example to complete the COLS site navigation example will build the following folders e About Us e Programs o Undergrad

Self-Service User Manual - University of Wisconsin Oshkosh

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