soCMS Content Management System User Guide
Contents
1. 1 Overview The soCMS Content Management System CMS allows you to control your site editing page content and uploading images as well as altering the site structure by adding new pages and removing pages The site has been designed specifically for you and the administration system ties directly in with your main website meaning any changes you make within the admin system will automatically reflect on it 2 Logging in and Logging Out The soCMS system has a secure login area encrypting passwords to ensure privacy When you first access the admin side of your site generally your site URL with admin on the end E g www yoursite com admin you will be presented with the following logon screen caVision l imini Seem r GES Pease Login Type in your username and password and click Logon Your username and password will then be authenticated and you will be logged in You should always properly log out of the soCMS system rather than just navigate away to a different web page or closing the page down especially if you share your machine to do this click on the Log Out i fg 8 link next to your username in the top section SOCMS Help Page 3 of 25 soVision Ltd April 2008 Version 1 0 seVision soCMS Content Management System User Guide 3 Application Layout When you log into the soCMS system you will see the following layout the soCMS system has distinct areas divided to allow you to control the individual sections they are2. date of the list item on the list Sort Items Sort the list items to be displayed within the list holder Display Content Where to display the list holder content default above List Holder Content Content to display Page Name Our People Page is Active tems per page Number of items to display on each page Default blank leave blank to include all Number of columns 4 Number of columns Default 1 e g 2 e g La would create columns 2 list items across Number Characters Number of characters of the item listing to display Default 250 e g leave blank for full listing Display date F Display the date on the item listing Default true sort items by Specified Order Use the editor as you would word some system styles have been setup to provide consistent styles e g for Heading 1 style and an Italic version of Heading 1 as well as heading 2 Heading 3 Heading 4 Heading 5 Heading 6 and Paragraph soCMS Help Page 13 of 25 soVision Ltd April 2008 Version 1 0 seVision soCMS Content Management System User Guide vi List Item List items can only be created as sub items to a list holder you can add modify and delete list items Item Title Your name for the page this will display in titles on list holder Page is Active if active will display on the front end otherwise hidden Item Date as required will display if list holder setting allows default today Display Holder Cont
3. SeVISION SOCMS Content Management System User Guide Contents 1 Overview 2 Logging In and Logging Out 3 Application Layout 4 What does what Button definitions 5 Using the Treeview a Page types and icons b Page Status and Colours c Selecting items d Right click menu 6 Page Control a Editing an existing page b Creating a page i Sub Item or Item ii Selecting a page type c Page types and content i Home Page ii Predefined Page iii Standard Page iv Link external reference v List Holder vi List Item vii List Item Custom vill Generic Screen Images ix Generic Screen Page Setup x Generic Screen Page Meta d The importance of System Name e Getting the page in the right place Moving a page f Deleting a page SOCMS Help soVision Ltd April 2008 NA WD WM UI Page 1 of 25 seVision SOCMS Content Management System User Guide 7 Recycle Bin Functionality 19 a Restore Item 19 b Delete Item 19 c Empty Recycle Bin 19 8 Your profile 19 a Amending your details 19 b Changing your password 20 9 Further functionality 20 a Data Export 20 b Configuration 21 i Settings 21 ii Global Page Meta 22 c User Administration 23 i User Types and site permissions 23 ii Adding a user 23 iii Editing a user 24 iv Deleting a user 24 10 More Help 25 SOCMS Help Page 2 of 25 soVision Ltd April 2008 Version 1 0 seVision SOCMS Content Management System User Guide
4. Settings site Email seperate with tom sovision com tim s Mail From tom sovision com Date Format dd MMM yyyy Page 21 of 25 soVision Ltd April 2008 Version 1 0 seVision SOCMS Content Management System User Guide ii Global Page Meta Within the global meta page you are able to setup generic meta information that will be used for every page on the site unless that page has overridden these settings Once you access the Configuration area click on the System Meta tab The meta keywords and Meta description can be entered as plain text as these will automatically be wrapped in relevant meta tags If you do wish to add other meta information use the Meta Other section but include the full meta source e g lt meta name Copyright content My Company gt System Meta Meta Keywords Meta keywords al Meta Description Meta Description Meta Other full source e g lt meta name type content gt Save Cancel SOCMS Help Page 22 of 25 soVision Ltd April 2008 Version 1 0 seVision SOCMS Content Management System User Guide c User Administration If you have the required permissions you are able to add modify and delete users for the socMS system To access the User control click on the User Admin link within the CONTROL Section aa User Admin User Types and site permissions There are a three different permission types for the site to allow access to add amend and delete site page
5. astname soVision Usemame soVision Password ssessesseeee Email info sovision com Permission Type Read Add Modify SOCMS Help Page 19 of 25 soVision Ltd April 2008 Version 1 0 seVision SOCMS Content Management System User Guide b Changing your password To change your password you need to access your profile you can do this by clicking on your name in the header or by clicking on the My Profile link within the CONTROL section a My Profile Click Edit to amend your details change your password and then click save Changes will not be applied until you logout and then log back in User Profile Firstname soVision Lastname soVision Usemame soVision Password seseseseeeee Email info sovision cam Permission Type Read Add Modify Cancel 9 Further functionality This further functionality is only available if you have the required permissions if you think you should be able to access these facilities but can t please contact your system administrator a Data Export The data export facility allows you to export information from the system This generally applies to information captured from customers filling in forms The information can be exported in either CSV format which can be opened by excel or as xml To access the Data Export facility click on the Data Export link within the CONTROL section gl Data Export You will then be presented with a screen similar to the
6. avigate to page create pages and sub pages delete pages and move pages up and down if you have permission You can also easily identify the different page types and the page status e g if the page is active a Page types and icons Your system has 7 different page types within it Some are system types which can not be added or deleted for example the home page or predefined pages such as forms Within the tree you can identify the page by matching the image UK Practice Home icon or by moving your mouse cursor over the icon and a tooltip Tip cas will appear describing the type You must have clicked inside Home Page BA AMan DO Dand the treeview area to activate it The different icons represent the following page types System Pages You will have at least 1 of these setup and can edit content within them but can not add or delete more of them Home Page the home page for the site you are able to change its content this is a system type you can only have one of these and it is added at design time You can not delete it 4 Predefined Page a system specific page you are able to change its content this is a system type you can not add them they are added at design time and hold content such as enquiry forms You can not delete them User Pages Pages that you are able to create modify and delete 4 Standard Page a standard content page you can change content and add images it can be a su
7. b item and can have sub items Link external reference a link that will appear in the navigation that links to another site W List Holder holds an on page listing this page displays sub items list items within the page itself rather than the menu This could be used for announcements or other list type pages amp 7 List Item these items can only be created as sub items to a list holder This is the individual item to display on the list e g each announcement LJ List Item Custom another type of list item with greater display flexibility This is the individual item to display on the list e g a person No Page Type Associated you will be prompted for a type to build the page SOCMS Help Page 5 of 25 soVision Ltd April 2008 Version 1 0 seVision SOCMS Content Management System User Guide b Page Status and Colours Each page has an active status Pages that are non active will not display on the main site which means you can setup a page and get it ready for inclusion on the site and then set its status to active when you are ready for it to appear The tree shows which pages are active or inactive by colour a Enquiry Form Green depicts an active page and red an inactive page 4 How to Find Us A Recruitment 2 New Selecting items To select an item from the tree and display the relevant content in the main window all you need to do is click on the item Once selected the line will be highlighted to
8. depict that you have selected it and the main area will load with the required content amp Home 3 Contact 4 Products and Services E About Us Links oj Recycle Bin Content Home Page Content Welcome Right click menu Working with the tree you are able to perform a number of actions other than just selecting the page if you have the required permissions By right clicking on an item in the tree not necessarily the selected item a menu will appear with a number of options These are discussed in section H UT PeUple EIA New item AC New Subitem Er Er Delete tem AHI p Move Up Move Down a Recyces SOCMS Help soVision Ltd April 2008 Version 1 0 Page 6 of 25 SseVision SOCMS Content Management System User Guide 6 Page Control You are able to control pages by either selecting a page and making amendments or deleting it Or by using the right menu to add move or delete a Editing an existing page To edit a previously created page all you need to do is select the item in the tree and the content will load in the main screen Some pages within your system may have a locked icon A at the end of the page name If so these pages can only be changed by using your soSupport credits b Creating a page New Item To create a page you need to use the right click menu be sure to select the New Subitem appropriate parent or item at the relevant level when creating a new
9. der page Images Page Setup Content Page Is In Menu x Generic Screen Page Meta All pages within the soCMS system allow you to add page specific meta information Within the configuration section you can set global meta which will then display on each page that hasn t been modified to contain page specific meta Checking or un checking the Use System Meta Information will use the global or allow you to enter page specific meta Page Setup Page Meta Content Use System Meta Information Meta Keywords Meta Description Meta Other full source e g lt meta name type content gt SOCMS Help Page 17 of 25 soVision Ltd April 2008 Version 1 0 SseVision SOCMS Content Management System User Guide d The importance of System Name As described in Generic Screen Page Setup it is important to have a unique name for the System Name field as it relates to the link generated for the page The system will attempt to create you a unique identifier based on the page name but if you have 2 pages called the same the system will generate a system name by adding a number to the end this is not particularly SEO friendly and it is suggested that in this case you modify the system name to better represent the page For example If already had a page under navigation Florida gt Accountants this system name e g link would be accountants and was going to create another page under Califo
10. ding 4 Heading 5 Heading 6 and Paragraph soCMS Help Page 11 of 25 soVision Ltd April 2008 Version 1 0 seVision SOCMS Content Management System User Guide iv Link external reference A link page is used to link to an external URL ensure you enter the full path to the URL You can create this where required they are not actual pages but links to other sites Page Name Your name for the page this will display in titles navigation Link URL The full path to the site Link Target Whether to open the new site in the current window or new Page is Active if active will display on the front end otherwise hidden LF x Link Detail Detail Page Name USA Immigration Page is Active ae _ us us immigration oe oe Link Target This Window SOCMS Help Page 12 of 25 soVision Ltd April 2008 Version 1 0 seVision SoCMS Content Management System User Guide v List Holder A list holder holds list items you can set various properties as to how the list displays You can create modify and delete list holders Page Name Your name for the page this will display in titles navigation Page is Active if active will display on the front end otherwise hidden Items per page The number of list items to display paging will occur if goes over Number of columns The number of columns to display the list in Default 1 Number of Characters Number of characters of list item to display within the list Display Date Display the
11. ent Do you want to display the list holder content Content Location Where to display the list holder content default above Item Content Content to Display Content ltem Tithe tem Date Display List Holder Content CI tem Content Paragraph r Use the editor as you would word some system styles have been setup to provide consistent styles e g for Heading 1 style and an Italic version of Heading 1 as well as heading 2 Heading 3 Heading 4 Heading 5 Heading 6 and Paragraph soCMS Help Page 14 of 25 soVision Ltd April 2008 Version 1 0 seVision soCMS Content Management System User Guide vii List tem Custom A List Item Custom is a type of list item with greater control over its appearance It can only be created as a sub items to a list holder you can add modify and delete a List Item Custom Item Title Your name for the page this will display in titles on list holder Page is Active if active will display on the front end otherwise hidden Item Date as required will display if list holder setting allows default today Display image on list page On the list holder as items do you want the image to display Display Holder Content Do you want to display the list holder content Content Location Where to display the list holder content default above List Content Area 1 2 2 Distinct content areas can be controlled as describe below Item Content Area 1 and Item Co
12. fear ne New tem aj Recy New Subitem Delete tem Move Up Mowe Down SOCMS Help Page 18 of 25 soVision Ltd April 2008 Version 1 0 seVision SOCMS Content Management System User Guide 7 Recycle Bin Functionality The recycle bin allows you to delete items from the tree with the option of restoring it or deleting it fully a Restore Item To restore an item from the tree right click on the individual E ey Recycle Bin item you want to restore and choose restore If the items Ley Ner parent no longer exists then you won t be able to restore it Delte tem b Delete Item Once an item has been deleted to the recycle bin you are able aj Recycle Bin to fully delete it Right click on the item and choose Delete L ca New Item you will be prompted to ensure you want to delete the item and all of its sub items Restore tem c Empty Recycle Bin You are able to delete all items from the recycle bin by right clicking aj Recystetis on the bin itself and choosing Empty Recycle bin you will be 2 Oo NEW prompted to confirm you want to perform this action 8 Your profile You can access your profile by either clicking on your name in the header or by clicking on the My Profile link within the CONTROL section amp My Profile a Amending your details You are able to amend your details but not permissions by clicking on edit making the required changes and clicking Save User Profile Firstname soVision L
13. following depending on the data you can export you may have other exports available to you Select the radio button of the required export and click either Export CSV or Export XML the data will popup in a new window Data Export Email Addresses Enquiry Contact O soCMS Help Page 20 of 25 soVision Ltd April 2008 Version 1 0 seVision SOCMS Content Management System User Guide b Configuration The configuration section allows you to setup global data settings for the site and global Page Meta to access the configuration settings click on the Configuration link within the CONTROL section Configuration soCMS Help Settings The settings control various parts of the site in terms of image properties list item defaults and site settings such as email and date formats The window will look similar to that below most of the information is self explanatory if you need further information on these settings please don t hesitate to contact us soSupport General Image Specifications gt by entering both width and height the image will be scaled and cropped gt if you only enter a width OR a height the image will be scaled in proportion Image Width Image Height 500 Imagethumb Width 160 Imagethumb Height Max Size in MB e g 4MB 4 6 Image Types allowed Jpg gitjpeg List Item gt Default values passed through fo List Items Number Characters 250 Number Columns 1 Display Date Site
14. ge is Active if active will display on the front end otherwise hidden Page Content Page Name Enquiry Form Page is Active Aj A 7 5 This is 2 interr a age ink al q is Predefined URL enquiry form aspx This is an internal page link and is pathed accordingly Page Content This will appear in a predefined space of the page Enquiry Form _ Use the editor as you would word some system styles have been setup to provide consistent styles e g for Heading 1 style and an Italic version of Heading 1 as well as heading 2 Heading 3 Heading 4 Heading 5 Heading 6 and Paragraph soCMS Help Page 10 of 25 soVision Ltd April 2008 Version 1 0 seVision soCMS Content Management System User Guide iii Standard Page A standard page is the page you would normally use for content you are able to add edit and delete these pages create them as items and sub items You can upload content images make changes to page setup and page meta Page Name Your name for the page this will display in titles navigation Page Content The main content for the page Page is Active if active will display on the front end otherwise hidden h of Content Page Name Page Content This ts all about our products Use the editor as you would word some system styles have been setup to provide consistent styles e g for Heading 1 style and an Italic version of Heading 1 as well as heading 2 Heading 3 Hea
15. ht again the item has been added to the end of the list H Home Home 3 Contact 3 Contact E Produ T E Products and Services E Arc Architectural Ind E Industrial Agricultural jas Delete tem Ee anaa Ga Garden Products S Be Move Up Mowe Down Bespoke Timber 4 About a New gt Links E About Us w Recycle Bin Links oy Recycle Bin Items will always be created with an unknown page type a name of new and will be inactive ii Selecting a page type Once you have created a new page the main content area will change and you will be prompted to choose a page type Page type definitions can be found under 5a Some pages can not have sub items suchas list items and This pages parentis of a type that doesnt supportthis selection This may be the case where you are This normally only applies to a list holder and a list item trying to add alist item to a parent you will be notified if any exclusions have occurred which is not a list holder can only be added if their parent is of a particular type Page Type Please Select Standard Page Link external reference List Halder holds an on page listing gt List Item Specific to List Holder holds an on page listing gt List Item Custom Specific to List Halder holds an on page listing Select SOCMS Help Page 8 of 25 soVision Ltd April 2008 Version 1 0 seVision soCMS Content Management System User Guide c Page types and c
16. is active they will be displayed on the front screen in the order displayed in the admin section If you want to re order the images use the up down arrows To edit the caption of an image select a row by clicking on it and choose Edit make changes and then save Note you can not edit the actual image if you want to change this you will have to delete and then add the new one To delete an image select the row by clicking on it and choose Delete Content Page Setup Page Meta You can only upload files of type Jpg gif jpeg The maximum size of file you can upload is 6MB Add Caption Ada as soCMS Help Page 16 of 25 soVision Ltd April 2008 Version 1 0 seVision SOCMS Content Management System User Guide ix Generic Screen Page Setup Depending on the page type you may have a tab for Page Setup although this is generally a system page you have the ability to make changes here if required System Name This makes up the internal URL link to the page You may change this but it must not contain spaces or special characters and must be unique It is probably best top let the system handle this as it is automatically generated based on the page name Page Is In Menu You can decide to whether to show pages in the menu navigation different page types by default have different settings For example list item pages are not included in the menu as they display on the list hol
17. laid out as follows Header Shows system logged seVision into Log Out facility and your ation System forsoCMS Welcome tom passmore Log Out username click to go to profile H Home G A Contat 4 Products and Services AboutUs 4 Welcome to the soCMS Site Administration system If you have any problems when using this system please contact your System Administrator or support sovision com Tree This represents the navigation structure of this site under the site home and a recycle bin to hold deleted pages Main Body The main work area for the site contains page content or control items CONTROL a amp My Profile af Data Export Configuration aa User Admin Help Guide Control at the least will contain My Profile if you have sufficient permissions other options may be available 4 What does What Button Definitions Throughout the site most of the buttons are self explanatory because they are text buttons others are graphical and the following button definitions apply I Save t Delete inf 7 Y Move up or down this will move the selected row soCMS Help Page 4 of 25 soVision Ltd April 2008 Version 1 0 SseVision SOCMS Content Management System User Guide 5 Using the Treeview The treeview is a graphical representation of your navigation structure as well as a repository for deleted items in the recycle bin Using the treeview you can easily n
18. ntent Area 2 have properties as to whether the area is displayed on the list holder page and or on the list item page kd 2 Content Item Title J Page is Active tem Date 22 Apr 2006 List item image properties on LISTHOLDER List Item properties on LISTPAGE Display Image on list page LJ Display List Holder Content Perona the item on the main list of width or tem Content Area 1 Display on List Display on Item Page LJ Paragraph Color m H Z U tem Content Area 2 Display on List Display on Item Page L soCMS Help Page 15 of 25 soVision Ltd April 2008 Version 1 0 SseVision SOCMS Content Management System User Guide viil All of the settings from the parent list holder apply except for Number of Characters due to the fact that List Item Custom has specific display properties for content areas Use the editors as you would word some system styles have been setup to provide consistent styles e g for Heading 1 style and an Italic version of Heading 1 as well as heading 2 Heading 3 Heading 4 Heading 5 Heading 6 and Paragraph Generic Screen Images Depending on the page type you may have a tab for uploading and associating images with a page You can browse to an image enter a caption and upload Images are formatted once uploaded to the server to optimise for the web only specific image types and sizes can be uploaded settings for this are in the configuration section Once images are uploaded and the page
19. ontent Once you have selected a page type the main page will change to represent the selected type The different types and the content that can be filled in are outlined below i Home Page The home page type is system controlled it can not be deleted as you can see in the image there isn t a delete icon and you can only have one of them within a web project You can however change the content that displays on the page and any related Page Meta information Generic screen see 6 c ix Content This is the home page Use the editor as you would word some system styles have been setup to provide consistent styles e g for Heading 1 style and an Italic version of Heading 1 as well as heading 2 Heading 3 Heading 4 Heading 5 Heading 6 and Paragraph soCMS Help Page 9 of 25 soVision Ltd April 2008 Version 1 0 seVision SoCMS Content Management System User Guide ii Predefined Page A predefined page is a system created page you can not add or delete them but have the ability to make changes These are pages created specifically for a purpose e g a form If space has been designated on the predefined page then content and images will appear See below for definitions of Images Page Setup and Page Meta Page Name Your name for the page this will display in titles navigation Predefined URL As a system page this relates to the internal linked page Page Content Additional content to display on the page Pa
20. page Delete tem See Sub Item or Item below Move Up Move Down i Sub Item or Item Whichever item you right click on you will get a relevant menu e g if you click on the home page you will only get the menu option New Sub item whereas clicking on other items you will get the full menu as above Look at the example below if we have right clicked on Products and Services we get the screen on the left If we choose New Item at this level Products and Services we will create a new item at this level e g below the current items parent In this case this is Home The result is the image on the right by default new items go to the end of the item list H Home Home gt Contact 3 Contact E Products and Services 3 Products and Services H Architectural FS Oak flooring E Beams 4 Are THAIC New Subitem A P Delete tem lnd Move Up 3 Industrial Agricultural A Ga__ Move Down E Bespoke Timber AboutUs 4 Links ej Recycle Bin 4 Garden Products S Bespoke Timber y New oj Recycle Bin SOCMS Help Page 7 of 25 soVision Ltd April 2008 Version 1 0 SseVision SOCMS Content Management System User Guide As another example using the same scenario where we have right clicked on Products and Services but this time we selected New Sub Item this time the parent is the item we have selected and the item is going to be created as a sub item of it The result is shown on the rig
21. rnia gt Accountants the system would generate a system name of accountantsO it may be more prudent in this case to amend the system name to california accountants to better represent the page e Getting the page in the right place Moving a page When you create a new page using the right click menu whether the page is a new item or a new sub item it will be added to the end of the appropriate section You are able to move pages within their section up and down accordingly Right click on the page you want to move and click move up lamas emer r TEN Hc aw kon move down to move the page within the tree and subsequent aga New tem Reg New Subitem navigation of Ne Delete tem aj Recyc Move Down f Deleting a page The soCMS system implements a recycle bin so that you can delete items from the tree navigation to the recycle bin and either restore them back to the tree or delete them fully If the page is a type which can be deleted then you can delete the page either by clicking on the delete icon on the page detail screen Or by right clicking and choosing delete from the menu You ue will be prompted to ensure you want to send the item and any sub items to the recycle bin el Key Contacts i el Announcemen 4 Contact Us LY re you sure vou want to send this item and any sub items to the Recycle Bin Windows Internet Explorer aq Enquiry Form 4 How to Find U Ok A Recruitment eo
22. s as well as specific access permissions to Control functionality Permission Types Read Only The lowest permission the user can not add or delete items from the tree navigation they can select a page but will not be able to amend any of the details Read Modify Middle permission the user can not add or delete items from the tree navigation they can select a page and amend and save the details Read Add Modify Highest permission the user can add delete move items within the tree navigation they can select a page and amend and save the details Access Permissions There are specific permission settings to allow user to access the areas within the Control section You can grant any user permissions to access these facilities within their individual user accounts Adding a user To add a user to the system access the User Admin Control facility and choose Add you will then be presented with a screen to fill in the user details User Detail Firstname Lastname Username Password Email Permission Type Read Add Modify CONTROL Accessible Admin Functions Data Export C Configuration User Admin C Cancel Save SOCMS Help Page 23 of 25 soVision Ltd April 2008 Version 1 0 seVision SOCMS Content Management System User Guide Editing a user To edit a users profile access the User Admin Control facility select the user by clicking on their name within the table at
23. the top this will select the user and populate the user detail below Click Edit and you will be able to modify the user details update permissions and access Click Save when complete User Detail Firstname j soVision Lasiname saVision Username soVision Password esssssssssos Email info sovision com Permission Type Read Add Modify CONTROL Accessible Admin Functions Data Export Configuration User Admin Cancel Deleting a user To delete a users profile access the User Admin Control facility select the user by clicking on their name within the table at the top User Detail Firstname test Lastname test Username test Email test Permission Type Read Add Modify This will select the user and populate the user detail below Click Delete and you will be asked to confirm you want to delete SOCMS Help Page 24 of 25 soVision Ltd April 2008 Version 1 0 seVision SOCMS Content Management System User Guide 10 More Help If you require any further help please don t hesitate to contact us either on 0845 4503669 or through your soSupport account SOCMS Help Page 25 of 25 soVision Ltd April 2008 Version 1 0
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