Ektron CMS200/300 Administrator Quick Start
Contents
1. Integration chapter of the Ektron CMS200 300 Administrator Manual To add a User perform the following steps 1 From the Administrator Workarea click on Users in the Content Management folder tree on the left side y 227 0 0 2 CMSSamp Content H Library Modules Reports C Users HC Ei Groups Help Configuration Ektron CMS200 300 Administrator Quick Start Manual Version 4 5 Revision 2 19 Adding Users to Ektron CMS200 300 Z N 2 Click the ADD button at the top view Users in Group Everyone of the window 0 1 CMSSamp ba tent Click here to add a user to the system ary Nee admin Administrator orts jedit Eag 5 Groups 3 Insert the proper information about the user that you are Username publish CS adding First Name Jane t Last Name Publish SCS Password eseese its Confirm Pwd ecccccce User Language App Defaut x E Mail Address jpublish domain com I Disable E Mail Notifications Emails for this application are currently disal 4 Click the ADD button Management Add a New User to the L0 i CMssamp Fe ntent y rar Click to add the user jpub dules First Name Jane sorts ors Last Name Publ Now you are ready to add Users to the User Groups in your Ektron CMS200 300 Web site Ektron CMS200 300 Administrator Quick Start Manual Version 4 5 Revision 2 20 Adding2. a brief explanation of content creation is included for your reference You must have add edit permissions in order to add and edit content Before content can be added to your Web site you must set up the templates and pages and insert custom content tags into the template to define the content block areas 1 at Ot ee O Log into your Web site Ektron CMS200 300 content boxes surround each content area Follow the path Menu gt Workarea gt Content Navigate through the folder tree until you find the folder where you can add content to Click on the ADD CONTENT button at the top of the window The editor window opens Enter a title comment and body text to the content block Click SAVE to save your new content block To preview your new content block navigate to the folder it was created in then click on the title Now that you know the basics of Ektron CMS200 300 you are ready to manage your Web site content Ektron CMS200 300 Administrator Quick Start Manual Version 4 5 Revision 2 28 Additional Information Additional Information Supporting Documents You can find more detailed information about Ektron CMS200 300 in the following documents Support Ektron CMS200 300 Administrator Manual Version 4 5 Ektron CMS200 300 User Manual Version 4 5 Ektron CMS200 300 Developer Manual Version 4 5 Ektron CMS200 300 Installation Manual Version 4 5 If you are experiencing trouble with any aspect of Ekt
3. Page Now that everything is setup you can create a login page You can either copy the one from the sample site or create your own The easiest way to create the login page is to use Dreamweaver UltraDev using the extension supplied in the installation that allow you to add the login tag through the WYSIWYG interface NOTE See Dreamweaver Extension Support in the Ektron CMS200 300 Developer s Reference Manual for additional information If you do not have Dreamweaver UltraDev a list of the content tags can be found in the Ektron CMS200 300 Developer s Reference Manual as well Ektron CMS200 300 Administrator Quick Start Manual Version 4 5 Revision 2 13 Logging In NOTE Migrating Your Existing Site to Ektron CMS200 300 To log into your Ektron CMS200 300 Web site perform the following steps 1 Browse to the login page you have created and click on the login button A login dialog box opens asking for a username and password 2 Enter the default username and password admin admin and click Login You are now logged into Ektron CMS200 300 If you get a message telling you that the application has been locked you can login using the builtin account The username and password is builtin builtin You would get this message if your license key is either invalid or hasn t been entered yet Modifying Configuration Settings Once you have successfully logged into the Ektron CMS200 300 Web site access
4. Users to Ektron CMS200 300 Please refer to Adding Users in the Ektron CMS200 300 Administrator Manual Version 4 5 for additional information Ektron CMS200 300 Administrator Quick Start Manual Version 4 5 Revision 2 21 Adding User Groups Adding User Groups NOTE Every Ektron CMS200 300 User also called a content contributor may belong to one or more User Groups User Groups can be used to determine the permissions the Users belonging to that User Group will have You must create or add User Groups before you can add content contributors to it If your system uses Active Directory Integration the process for adding user groups is different from the one described below For details see the Active Directory Integration chapter of the Ektron CMS200 300 Administrator Manual To add a User Group 1 From the Administrator Workarea click on Users Groups to open the View User Groups window 2 Click on the ADD button 3 Enter a User Group Name in the field provided 4 Click ADD Now you are ready to add users to your new User Group For more detailed information please refer to Adding User Groups in the Ektron CMS200 300 Administrator Manual Version 4 5 for additional information Ektron CMS200 300 Administrator Quick Start Manual Version 4 5 Revision 2 22 Adding Users to User Groups Adding Users to User Groups NOTE After you have added Users and User Groups you can now
5. add the content contributors to User Groups If your system uses Active Directory Integration the process for adding users to groups is different from the one described below For details see the Active Directory Integration chapter of the Ektron CMS200 3000 Administrator Manual To add Users to User Groups 1 From the Administrator Workarea click on the User Groups folder on the left side of the window 2 The User Groups folder will expand to show all the User Groups added in the system Click on the User Group you want to add a User to 3 Click on the ADD button at the top of the window 4 Select the User from the list provided Continue the process until the User Group contains all the desired users When you have finished you can assign permissions for folders or content blocks by assigning permissions to User Groups To do this you must set the permissions in the Content Manager Ektron CMS200 300 Administrator Quick Start Manual Version 4 5 Revision 2 23 How Do I Add Content Folders How Do I Add Content Folders Your Web site content is organized into Content Folders These content folders are similar to a Windows Explorer interface Within each folder you can place content blocks or create sub folders to further organize your Web site Folder icons represent each of these categories within the Content Management area Permissions assigned to the folders and content blocks determine how your W
6. by any person or entity other than Company In the event of a breach of warranty Customer s sole and exclusive remedy is repair of all or any portion of the Software If such remedy fails of its essential purpose Customer s sole remedy and Ektron s maximum liability shall be a refund of the paid purchase price for the defective Products only This limited warranty is only valid if Ektron receives written notice of breach of warranty within thirty days after the warranty period expires 5 Limitation of Warranties and Liability THE SOFTWARE AND DOCUMENTATION ARE SOLD AS IS AND WITHOUT ANY WARRANTIES AS TO THE PERFORMANCE MERCHANTIBILITY DESIGN OR OPERATION OF THE SOFTWARE NO WARRANTY OF FITNESS FOR A PARTICULAR PURPOSE IS OFFERED EXCEPT AS DESCRIBED IN SECTION 4 ALL WARRANTIES EXPRESS AND IMPLIED ARE HEREBY DISCLAIMED NEITHER COMPANY NOR ITS SUPPLIERS SHALL BE LIABLE FOR ANY LOSS OF PROFITS LOSS OF BUSINESS OR GOODWILL LOSS OF DATA OR USE OF DATA INTERRUPTION OF BUSINESS NOR FOR ANY OTHER INDIRECT SPECIAL INCIDENTAL OR CONSEQUENTIAL DAMAGES OF ANY KIND UNDER OR ARISING OUT OF OR IN ANY RELATED TO THIS AGREEMENT HOWEVER CAUSED WHETHER FOR BREACH OF WARRANTY BREACH OR REPUDIATION OF CONTRACT TORT NEGLIGENCE OR OTHERWISE EVEN IF COMPANY OR ITS REPRESENTATIVES HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH LOSS 6 Miscellaneous This License Agreement the License granted hereunder and the Software may not be assigned
7. or in any way transferred without the prior written consent of Ektron This Agreement and its performance and all claims arising from the relationship between the parties contemplated herein shall be governed by construed and enforced in accordance with the laws of the State of New Hampshire without regard to conflict of laws principles thereof The parties agree that any action brought in connection with this Agreement shall be maintained only in a court of competent subject matter jurisdiction located in the State of New Hampshire or in any court to which appeal therefrom may be taken The parties hereby consent to the exclusive personal jurisdiction of such courts in the State of New Hampshire for all such purposes The United Nations Convention on Contracts for the International Sale of Goods is specifically excluded from governing this License If any provision of this License is to be held unenforceable such holding will not affect the validity of the other provisions hereof Failure of a party to enforce any provision of this Agreement shall not constitute or be construed as a waiver of such provision or of the right to enforce such provision If you fail to comply with any term of this License YOUR LICENSE IS AUTOMATICALLY TERMINATED This License represents the entire understanding between the parties with respect to its subject matter YOU ACKNOWLEDGE THAT YOU HAVE READ THIS AGREEMENT THAT YOU UNDERSTAND THIS AGREEMENT AND UNDERSTAND THAT BY CONT
8. setting up your new Ektron CMS200 300 Web site Changing Your Data Source The first step you will need to complete is to point Ektron CMS200 300 to the minimum database included in the installation To change the DSN 1 Access the ODBC Manager in the Administrator Tools on your server machine Click on the System DSN tab Click the Add button Follow the steps for adding a new DSN and make sure that you point the new DSN to the minimal database installed by Ektron CMS200 300 The default location of this database is C Inetpub wwwroot CMS200 300Sample databases Changing Setup asp After you create the DSN for the minimal database you must now make changes in the Setup asp file Ektron CMS200 300 Administrator Quick Start Manual Version 4 5 Revision 2 8 Creating an Ektron CMS200 300 Web site 1 Open the file setup asp which is the located in the CMS200 300scripts directory 2 On the DSN line change the current DSN to Your New DSN 3 Save changes and close the file Now when you access the Ektron CMS200 300 Web site you will now be using the minimal database which will help you create your Ektron CMS200 300 Web site from scratch Ektron CMS200 300 Administrator Quick Start Manual Version 4 5 Revision 2 9 Migrating Your Existing Site to Ektron CMS200 300 Migrating Your Existing Site to Ektron CMS200 300 Overview This explains the steps needed when migrating your existing Web site to a site usi
9. the Workarea by clicking on the Workarea button on the screen Once you have accessed the Workarea you may modify the configuration settings Setting up Active Directory NOTE If plan to use Active Directory configure this now The settings for Active Directory can be found under the configuration folder Refer to Active Directory Integration in the Ektron CMS200 300 Administrator Manual for further information Modifying the Setup Screen The Ektron CMS200 300 setup section is located under the Configuration folder as well The setup section allows you to configure items such as your license key style sheet support max content sizes and default language Ektron CMS200 300 Administrator Quick Start Manual Version 4 5 Revision 2 14 Migrating Your Existing Site to Ektron CMS200 300 Setting up Meta Data Ektron CMS200 300 includes extensive metadata support Setting you your metadata definitions can be found under the configuration folder in the workarea You can have as many metadata definitions as needed See Metadata in the Ektron CMS200 300 Administrator manual for additional information Setting up XML Configurations NOTE NOTE This feature is only available with Ektron CMS300 If you are using CMS200 and want to upgrade to CMS300 please contact your Ektron sales representative at sales ektron com Another task you can perform is setting up your XML configurations Your actual XML files a
10. with moving content from one database type to another For instance if you started development in MS Access or some other database and wanted to switch to a different database the database mover can be used to move the information between the different databases NOTE If you are interested in using a DNS less connection instead of ODBC refer to DSN Less Connection in the Ektron CMS200 300 Setup Manual Version 4 5 Ektron CMS200 300 Administrator Quick Start Manual Version 4 5 Revision 2 12 Migrating Your Existing Site to Ektron CMS200 300 Modifying Application Parameters Once you have installed and created your Ektron CMS200 300 database you need to modify the application parameters These settings are found in the setup file to corresponds to your scripting environment For instance if you are using ASP modify setup asp for ColdFusion modify setup cfm etc These files are located in the CMS200 300Scripts folder that was copied over Edit that file and modify the following settings Setting Type in DSN The datasource name that you created for you database dbtype The type of database you are using dbusername The username and password if your database dbpassword requires one OracleSvr Oracle service information SitePath The relative path from web root to the scripts folder NOTE If you are using SSL the settings you need to modify are discussed in Creating a Login
11. 1 From the Administrator Workarea click on Content then navigate to the folder that you would like to create an approval process to 2 After you click on the folder click on the PROPERTIES button at the top of the window 3 At the next screen click on the APPROVALS button To add a User or User Group to the approval process click on the ADD button 5 Click on a User or User Group from the list that you want to include in the approval process Continue this process until you have added as many Users as you would like Ektron CMS200 300 Administrator Quick Start Manual Version 4 5 Revision 2 26 How Do I Set an Approval Chain Modify the Approval Order When you have finished adding Users and User Groups to the approval chain you can edit the approval order To modify the approval order 1 From the View Approvals for the Folder window click on the EDIT button at the top 2 By clicking on the Users and User Groups on the list and using the arrows you can change the approval order for the folder Refer to Setting Up the Approval Process in the Ektron CMS200 300 Administrator Manual Version 4 5 for additional information Ektron CMS200 300 Administrator Quick Start Manual Version 4 5 Revision 2 27 Creating Content Creating Content NOTE Most Ektron CMS200 300 installations assign the tasks of content creation and modification to the content contributors not the administrators However
12. Each license is valid for the number of seats listed below the Basic Package Any use of the Software beyond the number of authorized seats contained in the Basic Package without paying additional license fees as provided herein shall cause this license to terminate Should CUSTOMER wish to add seats beyond the seats licensed in the Basic Package the CUSTOMER may add seats on a block basis at the then current price for additional seats see product pages for current price The Basic Packages are as follows Ektron eMPower for ColdFusion Licensed for ten seats 10 named users per URL Ektron CMS100 Licensed for five seats 5 named users per URL Ektron CMS200 Licensed for ten seats 10 named users per URL Ektron CMS300 Licensed for ten seats 10 named users per URL Ektron eWebEditPro Licensed for ten seats 10 named users per URL Ektron eWebEditPro XML Licensed for ten seats 10 named users per URL Ektron eWebWP Licensed for unlimited seats per URL For purposes of this section the term seat shall mean an individual user provided access to the capabilities of the Software The CUSTOMER may not modify alter reverse engineer disassemble or decompile the Software This software product is licensed not sold 2 Duration This License shall continue so long as CUSTOMER uses the Software in compliance with this License Should CUSTOMER breach any of its obligations hereunder CUSTOMER agrees to return a
13. INUING THE INSTALLATION OF THE SOFTWARE BY LOADING OR RUNNING THE SOFTWARE OR BY PLACING OR COPYING THE SOFTWARE ONTO YOUR COMPUTER HARD DRIVE YOU AGREE TO BE BOUND BY THIS AGREEMENT S TERMS AND CONDITIONS YOU FURTHER AGREE THAT EXCEPT FOR WRITTEN SEPARATE AGREEMENTS BETWEEN EKTRON AND YOU THIS AGREEMENT IS A COMPLETE AND EXCLUSIVE STATEMENT OF THE RIGHTS AND LIABILITIES OF THE PARTIES Copyright 1999 2003 Ektron Inc All rights reserved LA10031 Revision 1 4 Table of Contents NCCU ssrin aa 1 MSINIONE ae 2 What is a Ektron CMS200 300 Web site ssseeeee 3 The Administrator Work Area scceceeeeeeeeeeeeeeenneeeeeeees A How Do Configure Ektron CMS200 3002 ccseceeeee 5 Using the Demo Site csesrerssniannrsennaisen saaa 7 Creating an Ektron CMS200 300 Web site s00 8 Changing Your Data cha cee poetic scant sacecies 8 Changing SETIOYAS Dicccesssccadtecassesoatecienateatiicdezet anccadeedcaniahiecndacsieumtien 8 Migrating Your Existing Site to Ektron CMS200 300 10 OVS I VIG Wy terizata aanren onna a a 10 ASSUMPTIONS iani eats aieeenatid peda hiecnannbaniaoes 10 Initial STED Sienaan AR 10 installation sanea a 10 Verily I SPAN ANGI iccerssendaccedevsaced idia enidan sadeyavSalecedeyevsayersderseenge tee 11 Seng Up Your NEW SiE oicuscnsiencucmietenemamenec a 11 What to GOpY to Your SiE creieshcocessseeczecnexessecccecsensndsccenesenitesaceteasenene 11 Seting Up
14. c Ektron CMS200 300 Web site from scratch This section explains some advanced features that you may implement as well although are not needed for the Web site to function properly Email Notification Other NOTE In order for email notifications to work in Ektron CMS200 300 you need to make sure that the SMTP service is setup and running in IIS and that it points to a valid mail server Refer to Configuring E mail Notifications in the Ektron CMS200 300 Setup Manual Version 4 5 for additional information There are other items such as Load Balancing that can be configured in Ektron CMS200 300 Please see the special feature section of the Administrators Manual for more information on these features Ektron CMS200 300 Administrator Quick Start Manual Version 4 5 Revision 2 18 Adding Users to Ektron CMS200 300 Adding Users to Ektron CMS200 300 NOTE Users can also be referred to as content contributors Content Contributors are the people who are in charge of the content on the Web site They may add edit delete and publish content blocks to and from the Ektron CMS200 300 Web site Users can be created or added via the Administrator Workarea As an Administrator depending on your license you can create as many users as you are allowed If your system uses Active Directory Integration the process for adding users is different from the one described below For details see the Active Directory
15. could use the static tag then as you go deeper down into that section those pages would use the dynamic tag Migrating Creating your Content NOTE Deployment At this point you can begin to create migrate your content If you are migrating your content from your existing site add a new content block in a content folder you have created and simply cut and paste the content into the Ektron CMS200 300 editor All images and files have to be uploaded and inserted into the content separately Deployment from development to production is as simple as moving the files over To properly deploy your new Ektron CMS200 300 Web site perform the following steps Ektron CMS200 300 Administrator Quick Start Manual Version 4 5 Revision 2 17 NOTE Migrating Your Existing Site to Ektron CMS200 300 1 Register the Ektron CMS200 300 COM objects on you production machine If you have performed the installation program on your production server the objects will be registered automatically 2 Copy over your templates images files etc basically all of the assets from your development box to your production machine 3 Move the database You can either point your data source on the production machine to the same database you were using or make a copy of the database and move it up to your production box and make a data source to that Advanced Features The previous information allows you to create a basi
16. der into your site s folder Ektron CMS200 300 Administrator Quick Start Manual Version 4 5 Revision 2 11 Migrating Your Existing Site to Ektron CMS200 300 NOTE If you are using ColdFusion copy the CMS200 300Sample Application cfm file as well If you already have an application cfm in your site just copy the include line from our application cfm and put it in yours This include line points to the setup cfm in the scripts folder Setting up the Database Since all of content is stored in the database you will need to create one The following database types are supported by Ektron CMS200 300 e Microsoft Access e Microsoft SQL 7 0 and greater e MySQL e Oracle 8i amp 9i A sample Access database is automatically created during the installation and the scripts needed to create the necessary tables in the other databases is installed as well NOTE Additional information about creating databases for Ektron CMS200 300 can be found in Ektron CMS200 300 Databases in the Ektron CMS200 300 Setup Manual Version 4 5 Best Practices If you plan on using Ektron CMS200 in an Internet environment or large Intranet it is STRONGLY recommend that you use MS SQL as your database MS SQL is more secure and robust then Access and is not subject to data corruption as Access is MySQL and Oracle would work fine as well A database mover is also included in the installation to assist you
17. e it is installed to Default Application Language Select the language you would like to view Ektron CMS200 300 in A Language translation utility will need to be used and completed before you will be allowed to change the language Max Content Size Specify the maximum size of content that can be saved by users depending on the database you are currently using for your Ektron CMS200 300 Web site Max Summary Size Specify the maximum size of summaries that can be saved by users depending on the database you are currently using for your Ektron CMS200 300 Web site System E Mail Enter a system e mail address which will be used for the From field in e mails sent out Disable E Mail Select this to disable enable e mail notification in the Ektron CMS200 300 application Ektron CMS200 300 Administrator Quick Start Manual Version 4 5 Revision 2 5 How Do I Configure Ektron CMS200 300 5 Click the update button to save the configuration for Ektron CMS200 300 Refer to Configuration Folder in the Ektron CMS200 300 Administrator Manual Version 4 5 for additional information Ektron CMS200 300 Administrator Quick Start Manual Version 4 5 Revision 2 6 Using the Demo Site Using the Demo Site A demo Ektron CMS200 300 Web site is included in the default installation The demo site includes 1 A Data Source Name DSN which points to the sample Ektron CMS200 300 database 2 Web pa
18. eb site content is maintained and published within the folder Creating Folders NOTE From the Administrator Workarea 1 Click on Content in the folder tree Click on the ADD FOLDER button at the top of the screen Enter all the information that is needed for the new folder that you are creating If you leave the Style Sheet and Template fields blank they will be inherited from the parent folder 4 Click the ADD button when finished Continue this process until you have created all your folders and sub folders Adding Users and User Groups to Content Folders After you have added a content folder to Ektron CMS200 300 you may now be able to add Users and User Groups to the folders Adding Users and User Groups to the content folders allows you to begin the process of setting permissions and workflow Ektron CMS200 300 Administrator Quick Start Manual Version 4 5 Revision 2 24 How Do I Add Content Folders 1 Click on Content in the folder tree 2 Click on the Permission button 3 Click on the Add button at the top of the screen 4 Select a User or User Group from the list provided 5 Assign the necessary permissions by checking off necessary boxes Repeat process until you have added all Users and User Group you wish NOTE In order for a User or User Group to have permissions to a specific folder they must first have at least Read Only permissions to it s parent folder Setting Permissions By setting p
19. eeeeeeeees 24 Creating PO ce ccc ssceccasceaaticcentcanecanepecacaneicsncccatscesestaaseccacses 24 Adding Users and User Groups to Content Folders 0 24 Setting Permissions ae ere Oo RE et ee er 25 How Do I Set an Approval Chain 0 eeee 26 Setting up an Approval Process acc cssacsieiecssccayscseshaeessannceeneccebians 26 To setup an approval procesSS sssssesseesrrreeerrrrressrrrrreesrrnnnessrennnns 26 Modify the Approval Ord 6 lrassce ccsscnses dececesiess cccesssetozccesnaasceeusineided 27 Creating CONG ccssasazacessccrvectsassicecscteensstinnussevxiooitetnnseeses 28 Additional INTONMALON sicisicccccccsccccescnseewsseccscicccecrecdiewawecians 29 Supporting DOCUMEN S sc cac cade senicnaceosccocecsccnnrenacacccentncsnccoateicices 29 1N 0 012 PAA E a ON SPR S iene nena een Penton Mee es veep 29 Se Re NE EERE oe yee PE RET een cee oe ee epee into 29 Ektron CMS200 300 Administrator Quick Start Manual Version 4 5 vi Introduction Introduction This document is designed to give you the Ektron CMS200 300 administrator a brief introduction to the product The Ektron CMS200 300 Administrator Quick Start Manual will also let you begin using your new Ektron CMS200 300 content management program as quickly as possible In this manual you will learn how to set up and give your Web site the Ektron CMS200 300 advantage Prior to initial use by content contributors you must first Configure Ekt
20. ermissions for a folder you are giving or limiting the privileges of Users and User Groups in the folder From the Administrator Workarea 1 Navigate to the folder you want to set permissions to in the folder tree Then click on it 2 Click on the PROPERTIES button at the top of the window Click on the PERMISSIONS button at the top of the next window 4 You will see a Permissions Grid where you can grant Users and User groups permissions for the current folder See Permissions in the Ektron CMS200 300 Administrator Manual Version 4 5 for additional information Ektron CMS200 300 Administrator Quick Start Manual Version 4 5 Revision 2 25 How Do I Set an Approval Chain How Do I Set an Approval Chain An approval chain determines the privileges and order that each User or User Group has when modifying and publishing content in each Content Folder In fact you must configure your workflow for each Content Folder You can approve and publish new and modified content to your Web site in the order set on the approval page of each Content Folder Setting up an Approval Process As stated before an approval process should be set up for each content folder If there is no approval process setup in a folder then everybody will have the ability to publish content as soon as they finish creating or editing it To setup an approval process NOTE Be sure to have users and or user groups assigned to the folder
21. ery user will have permissions to that content The same is true when creating the approval process You probably don t want to give the Everyone group approval permissions because that means that everyone will be able to publish content Ektron CMS200 300 Administrator Quick Start Manual Version 4 5 Revision 2 16 Migrating Your Existing Site to Ektron CMS200 300 Creating Templates NOTE Now you can create your templates Templates contain the look and feel of the site Masthead navigation and footer graphics would be considered the template The easiest way to create your templates is to use Dreamweaver UltraDev since a custom extension is included in the installation that allows you to add Ektron CMS200 300 custom tags through the WYSIWYG interface If you do not have Dreamweaver UltraDev a list of tags can be found in the Developer s Manual Refer to Dreamweaver Extension Support in the Ektron CMS200 300 Developer Reference Manual for additional information You can add as many content tags as you want per template however you can only have one dynamic tag per template Best Practices Since dynamic templates have URL parameters to them it is best to make each of the main landing pages and other important pages static tags This makes it easier for you to remember if you need to provide that link to someone For instance each main landing page off of your main navigation
22. ges filled with images and content blocks 3 Users and User Groups When you access the Ektron CMS200 300 Demo Site you will notice that the content blocks have already been placed into the templates The demo site can be used to demonstrate how a Ektron CMS200 300 Web site works so that you may begin to familiarize yourself with Ektron CMS200 300 before you begin to create your own Web site To access the Ektron CMS200 300 Demo Site first navigate to the URL where the index asp page was installed to By default index asp is installed at http localhost CMS200 300Sample index asp Once at the home page of the Ektron CMS200 300 Demo site you are able to login to the Ektron CMS200 300 application by clicking on the Login button and entering the username admin and the password admin After you have logged in successfully you are ready to experience the power of a Ektron CMS200 300 Web site Ektron CMS200 300 Administrator Quick Start Manual Version 4 5 Revision 2 7 Creating an Ektron CMS200 300 Web site Creating an Ektron CMS200 300 Web site Not only is Ektron CMS200 300 a great content management tool for existing Web sites it can be used to create new site as well Ektron CMS200 300 provides a minimum database for you to use when creating your new Web site This minimum database contains one template with a login one user group and one user with administrator privileges Listed below are all the aspects of creating and
23. ll copies of the Software and this License upon notification and demand by Ektron 3 Copyright The Software including any images applets photographs animations video audio music and text incorporated into the Software as well as any accompanying written materials the Documentation is owned by Ektron or its suppliers is protected by United States copyright laws and international treaties and contains confidential information and trade secrets CUSTOMER agrees to protect the confidentiality of the Software and Documentation CUSTOMER agrees that it will not provide a copy of this Software or Documentation nor divulge any proprietary information of Ektron to any person other than its employees without the prior consent of Ektron CUSTOMER shall use its best efforts to see that any user of the Software licensed hereunder complies with this license 4 Limited Warranty Ektron warrants solely that the medium upon which the Software is delivered will be free from defects in material and workmanship under normal proper and intended usage for a period of three 3 months from the date of receipt Ektron does not warrant the use of the Software will be uninterrupted or error free nor that program errors will be corrected This limited warranty shall not apply to any error or failure resulting from i machine error ii Customer s failure to follow operating instructions iii negligence or accident or iv modifications to the Software
24. ng Ektron CMS200 300 This chapter answers the following questions e What do need to copy to my Web site e How do I setup and deploy my templates Assumptions This chapter assumes that you have installed Ektron CMS200 300 and have read the Ektron CMS200 300 Administrator Manual so that you have an understanding of basic concepts If you have not become familiar with the administrator manual it is recommend that you do as some concepts in the manual are mentioned here Initial Steps Described in the following section is a list of tasks you need to perform before you can migrate your existing Web site to an Ektron CMS200 300 driven Web site Read the following sections and be sure you correctly perform the tasks Installation Ektron CMS200 300 requires a physical installation of the product before you can begin to use it NOTE For additional information about installing Ektron CMS200 300 see Installing Ektron CMS200 300 in the Ektron CMS200 300 Setup Manual Version 4 5 The back end of Ektron CMS200 300 consists of COM objects and a layer of ASP The COM objects must be registered on the Ektron CMS200 300 Administrator Quick Start Manual Version 4 5 Revision 2 10 Migrating Your Existing Site to Ektron CMS200 300 system fortunately the install does this If you do not have physical access to the machine then you need to have someone who has access to the machine to either run the install or manually register
25. on You can modify the settings later Ektron CMS200 300 Administrator Quick Start Manual Version 4 5 Revision 2 2 What is a Ektron CMS200 300 Web site What is a Ektron CMS200 300 Web site An Ektron CMS200 300 Web site is much different than the traditional HTML based web site It is composed of many templates uploaded images and content blocks that are stored in your system database When a web page is requested by the browser Ektron CMS200 300 uses Active Server Pages ASP to extract the content blocks from the database and combined with the templates build the page Ektron CMS200 300 then returns the build page to the browser for viewing eee d User Workstation Web Server Check For Send Page A ASP Tags To Server Build a HTML ee Use ASP tags to pull data i e Page CMS business rules workflow process Database and content from the database Ektron CMS200 300 Administrator Quick Start Manual Version 4 5 Revision 2 3 The Administrator Work Area The Administrator Work Area You will be able to access all administrative tasks of Ektron CMS200 300 in the Administrator Workarea which is the center of operations for all Ektron CMS200 300 users with administrative privileges Before you begin to configure your site to use Ektron CMS200 300 you should familiarize yourself with the Administrator Work Area 1 Use your browser Internet Explorer or Netscape Navigator to navigate to
26. re created outside of the Ektron CMS200 300 using tools such as XML Spy You can create items such as schemas and XSL Transforms These XML configurations are them associated with content blocks and content folders later on See XML Configurations in the Ektron CMS200 300 Administrator Manual for additional information Creating Ektron CMS200 300 Users NOTE If you are not using the Active Directory support you need to manually add your users The number of users that are allowed are dependent on the number of users allowed by the license key you purchased For instance if you purchased a 10 user license you are only allowed to have 10 users in the system If you go over the licensed amount you may get locked out of the application Creating User Groups Every user must belong to a group When you first add a user the user is automatically added to the Everyone group You can create more user groups to add the users to Ektron CMS200 300 Administrator Quick Start Manual Version 4 5 Revision 2 15 Migrating Your Existing Site to Ektron CMS200 300 You can create users by the functional role in the company all marketing users would go into a marketing group or you can group them by the type of permissions they will be given all editors in an editor s group and all publishers in a publisher s group There are no limit to the amount of user groups you may have and how you create them is up to yo
27. ron CMS200 300 please contact the Ektron Support Team via their Web Site or by e mail Sales http www ektron com cms300_support aspx or support ektron com For questions and answers about purchasing Ektron CMS200 300 from Ektron contact the sales department by sending an e mail to sales ektron com Ektron CMS200 300 Administrator Quick Start Manual Version 4 5 Revision 2 29 Additional Information Ektron Inc 5 Northern Boulevard Suite 6 Amherst NH 03031 USA Tel 1 603 594 0249 Fax 1 603 594 0258 http www ektron com Ektron CMS200 300 Administrator Quick Start Manual Version 4 5 Revision 2 30
28. ron CMS200 300 Setup XML configurations Setup Metadata configurations Add users to user groups Add content folders Set permissions NO a PF WON gt Set workflow You will also learn how to e Create Templates e Create content for a Web page e Migrate your site to Ektron CMS200 300 Ektron CMS200 300 Administrator Quick Start Manual Version 4 5 Revision 2 1 Installation Installation With Ektron CMS200 300 installation is very easy Simply run the setup program that you downloaded from Ektron follow all the steps and once you are finished you are ready to get to work on your new Ektron CMS200 300 Web site NOTE For more information on the installation see Installing Ektron CMS200 300 in the Ektron CMS200 300 Administrator Manual The installation program performs many tasks including e Installing all necessary files to the system e Registering all necessary objects used by Ektron CMS200 300 e Creating an Access or MS SQL database e Populating the database with sample content e Creating a data source name DSN pointing to the sample database e Installing shortcuts in the Windows Start Menu Once the installation is complete all you need to do is browse to the URL of the Ektron CMS200 300 site and you are on your way You can access this link through the shortcut created from the installation NOTE For demonstration purposes Ektron recommends using the defaults during the installati
29. the DalaADASe ss ssccascesssspssascasnsarecocegdaansnstanedaanmteadannnnaancaas 12 Modifying Application Parameters ccessescceeeeeeeneeeeeeseeneeees 13 Greating Login P IGEaren noe Ree sera ine ie een eae 13 OG GUNG AAP EE E E TE E E 14 Modifying Configuration Settings ssssesesseeeesnerreserrenereeneeeenne 14 Setting up Active Directory irisaren s 14 Modifying the Setup Scree sscan ia 14 Seang Up Meta DM ataissccdcceccsayssecececsavdsadecseentsenianesteteceeesiteteeeert asec 15 Setting UP XML Configurations vesessieceascsasscanceasstsescacecexssateneadesaraanond 15 Creating Ektron CMS200 300 Users cccccceesssessstteeeeeeeeeees 15 Greatmg User Group Sassone e ere eteeiees 15 Configuring Content Folders 1c 2icc1cc cccsccseceaceseasetecensianniapassaccenes 16 Creating Template anes sne 17 Ektron CMS200 300 Administrator Quick Start Manual Version 4 5 v Migrating Creating your Come nt snsicsesccsestse scintssveensrtsacecemeecscnceees 17 Deploy mMer a 17 Advanced FoatUrG S aecoeanese nie anaE 18 Emal INGUTICAUIG Kis lt csasassesasnpsaystasaais annae IEE EEEN EaR 18 CAD g E E A EE EAEE OAE A CE ANE E E EA A E 18 Adding Users to Ektron CMS200 300 cccssceeeeeeseees 19 Adding User Groups cccccceeeceeeeeeeeeeeeceeeeeeeaeeneeeeeeeeeeeeeeees 22 Adding Users to User GroupsS cccccccceseeeeceeeeeeeeeeeeeees 23 How Do Add Content Folders cccccccsssssssseee
30. the Web site you registered for Ektron CMS200 300 By default the path is http www YourSite com CMS200 300Sample index asp Access the sample login page by clicking on the login link at the top of the page At the login page click the login button and login using the initial administrator username and password combination of admin admin Click on the Workarea button at the bottom of the screen or click on the Workarea button in a content block to open the Administrator Workarea in a new window You will notice on the left side of the screen is a folder tree By clicking on the folders you will be able to access every aspect of Ektron CMS200 300 Ektron CMS200 300 Administrator Quick Start Manual Version 4 5 Revision 2 How Do I Configure Ektron CMS200 300 How Do I Configure Ektron CMS200 300 After the installation the first thing you will need to do is set up the Ektron CMS200 300 application From the Administrator Workarea 1 Click on the configuration folder in the folder tree on the left hand side Click on setup Displayed is the current application settings Click the edit button in the toolbar at the top of the page Enter your setup information using the following table Field License Key Description Enter the license key you received from Ektron via e mail If no license key is entered you can access Ektron CMS200 300 via Localhost and the application will only function on the machin
31. the objects Verify Installation Once you have installed Ektron CMS200 300 verify that it is properly installed You can verify this by using the sample site that is installed By default the sample Web site is located at the following address on the machine Ektron CMS200 300 is installed to http localhost CMS200 300Sample index asp If you can browse the sample site and it is working properly then you can be assured that the CMS is properly installed Best Practices Ektron recommends that you always keep a working version of the sample site This can be used to help you debug problems later on For instance if you begin to encounter errors on your site you can refer to the sample site to see if those same errors occur If they do then that may indicate a problem with the installation If they do not then the installation is most likely OK and that there is some external factor causing the problem Setting up Your New Site This section discusses tasks that you need to perform when setting up your new site to be managed by Ektron CMS200 300 What to Copy to Your Site The first thing you need is the application core files These core files are really the display layer for the application These files are used to properly function the workarea library and even the content functions All of these files are kept in the CMS200 300Sample CMS200 300Scripts directory Copy the CMS200 300Scripts fol
32. u Configuring Content Folders After you have created your users and user groups the next step to perform is to create the folders to organize content blocks and assign permissions and workflow to the content in them You can create as many folders as you want and each folder level can go as deep as you want Best Practices It is best to not let your folder structure get out of control You want to keep it simple so that it is easy for your users to navigate When deciding on how to create this folder structure it is best to organize it in a way that will make sense for the users who will be navigating through it Maybe you ll have 6 or so top level folders and each level may go 4 or so deep This folder structure is also replicated under the library folder As you are creating these folders you can assign a default template and style sheet The default template is used when a new content block is created and Ektron CMS200 300 creates a Quicklink that points to the new content block If you do not provide a default template it is inherited from the parent folder You can also add the permissions and approval process as you create the folder structure Permissions can be given to a particular user or a user group and the same goes for the approval process Best Practices As a best practice it is best to not give too much permissions out to the Everyone group because this will mean that ev
33. z k tr on __ Redefining Web Content Management Ektron CMS200 300 Administrator Quick Start Manual Version 4 5 Revision 2 Ektron Inc 5 Northern Blvd Suite 6 Amherst NH 03031 Tel 1 603 594 0249 Fax 1 603 594 0258 Email sales ektron com http Awww ektron com Copyright 2004 Ektron Inc All rights reserved EKTRON is a registered trademark of Ektron Inc Version 4 5 Revision 2 July 12 2004 EKTRON INC SOFTWARE LICENSE AGREEMENT READ THIS BEFORE LOADING SOFTWARE YOUR RIGHT TO USE THE PRODUCT DELIVERED IS SUBJECT TO THE TERMS AND CONDITIONS SET OUT IN THIS LICENSE AGREEMENT USING THIS PRODUCT SIGNIFIES YOUR AGREEMENT TO THESE TERMS IF YOU DO NOT AGREE TO THIS SOFTWARE LICENSE AGREEMENT DO NOT DOWNLOAD CUSTOMER should carefully read the following terms and conditions before using the software program s contained herein the Software Downloading and or using the Software or copying the Software onto CUSTOMER S computer hard drive indicates CUSTOMER S acceptance of these terms and conditions If CUSTOMER does not agree with the terms of this agreement CUSTOMER should not download Ektron Inc Ektron grants and the CUSTOMER accepts a nontransferable and nonexclusive License to use the Software on the following terms and conditions 1 Right to use The Software is licensed for use only in delivered code form Each copy of the Software is licensed for use only on a single URL
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