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1. 3 3 Section FUNCTION MENU cceecceeeeeeeeeeteeeeeeeeseeeeees 3 3 Section Trafe LIQINS sesasi irese 3 4 Site Structure Showing Section Pending 0 3 4 Site Structure Showing Section Inactive 0 3 4 Site Structure Showing Section Functions Menu 3 5 Add Section Screen General tab cccceceeeeee eee 3 6 Section Alter Styles Screen cccccccecceeeceeeeeeeeeeeeees 3 7 Assigning Contributors to Section Screen 06 3 7 Add Section with Create Link Section Selected 3 8 Creating a Link Section Internal Link 00 3 9 Creating a Link Section External URL Link 3 10 Identifying a LINK Section cccccceececeeeeeeeeeeeeeeeeees 3 10 Section Drop down MeN ccceceeeeceeeeeeeteeeeeeeees 3 11 REORDER Tabbed Page ccccecceceeceeeeeeeeeeeeeees 3 13 Re Ordering Options ccccccceeceseeeceeeeceeeeeeseeeeeeeeees 3 13 Locking a Section s Ordering c cccccseceseeeeeeeeeeeees 3 14 Delete Section Screen 0 cee cceccceecceeeeceeeeaeeseeesaeeeees 3 16 Delete Confirmation SCreen ccccccseceseeeeeeeeeeeeees 3 16 Site Structure Deleted Section ccccceeceeeeee eens 3 16 Move Section to New Location ccccseceeeeeeeeeees 3 17 Move Confirmation Message ccceccceeeeeeeeeeeeees 3 17 Duplicating a B
2. Figure 53 Plain Text Element Plan text elements such as used for page names are edited in a simple text box No formatting functionality is required You cannot enter more words than permitted by the element s size limit Html element Se O22 amp WO editum A I E i a Paragraph Font z Size lt meta information Figure 54 Html Element A popup window opens containing the template s visible content The window contains the WYSIWYG options available when editing content directly These are described in the WYSIWYG HTML Fields in detail section of this chapter L If you want to save any changes made click the OK button If you want to discard the changes click the Cancel button Working with Content Other Elements Elements v Certain elements are not visible on ee screen If any are present in the current _DateCchoose template area they are listed in the anager to modify the content in a page Elements drop down list which can be opened by clicking the Elements label anager to modify the content in a page The elements are listed by their element name and not by their element type anager to modify the content in a page There are two non visible elements Date element Figure 55 Date Element The Date popup window enables you to alter a Date element The first three boxes represent the day month and year respectively The final two represent the hour and minute
3. subsections Last Modified Move Lock O Click the Lock Unlock All 07 Feb 05 14 56 44 IE zj button to lock all items if 08 Feb 0S 10 59 57 MIOOIA M none or locked or to unlock all items if any are locked Locked subsections will not be grouped with any ordered subsections and will by default be listed above any ordered sections Once a section s lock status has been altered the subsection order list will be updated Manually Re Ordering You can manually reorder an individual section item by moving it up one place or down one place in the order listing To do this O Click the Move Up or Move j aa 4d Subs acti Down arrow associated E dq Subsection with the subsection that m ae Lack i 14 56 ig you wish to move up or i EDE 08 Feb 05 10 59 57 HIH IE Ej down Lock UnLock All You can also choose to move an item to the top or bottom of the order O Click the Move to Top arrow or Move to Bottom Add Subsection arrow associated with Last Momie Move Lock the subsection that you T Pee eee 5 wish to move to the top Seer ae ore FiGbia M or to the bottom Lock UnLock All ia respectively Once you have made all of your changes O Click UPDATE This will take you back to the Site Structure screen Site Structure 3 14 Modifying a Link Section To modify the site structure O Select SITE STRUCTURE from the CONTENT CONTENT menu ree O Select the link section you wish to ae modify
4. 0ccc0 4 49 Figure 109 Show Content HIStory cccccceseeeeeeeeeeeeeeeaeeeeseees 4 49 Figure 110 Selecting Content Select a Section 0 4 50 Figure 111 Deleting Content Selecting a Piece of Content 4 51 Figure 112 Delete Content Status Now Inactive 0 4 51 Figure 113 Approve Content List ec ceccceeeeeeeeeeeneeeseeeeeees 5 2 Figure 114 Approve Content Review Content Screen 5 3 Figure 115 View Update User Profile ccccccceseeeeeeeeeeeeeeens 6 2 Figure 116 HTML Editor Selector ccccceccseeeeseeeeeeeeeeseeens 6 3 vi Chapter 1 Introduction This chapter provides a brief overview of TERMINALFOUR Site Manager and describes the structure of this Guide CHAPTER 1 INTRODUCTION 1 1 Introduction 1 2 Overview of Site Manager 1 2 Business Features of Site Manager 1 3 Scope 1 4 Conventions Used in this Guide 1 4 Terminology Used in this Guide 1 5 Format of this Guide 1 11 TERMINALFOUR Site Manager End User Guide Introduction Introduction TERMINALFOUR Site Manager is an out of the box enterprise content management software Site Manager enables medium and large sized organisations to improve the delivery and communication of information through various channels including websites personalised portals intranets extranets and emerging technologies Overview of Site Manager At a basic level Si
5. BDELETE O Hover your mouse over the down pointing arrow associated with this section ESEESE O Select MODIFY from the popup menu O Click the DETAILS tab r SITE STRUCTURE If you want the section to link to an external URL enter the full path to the page that is to be displayed The preview of an external link section will not work until the section has been published because you are simply linking to another site or part of the current site To modify it simply change the path or section and click UPDATE Site Structure 3 15 Site Structure Deleting a Section A section can be deleted from Site Manager even if it contains content The section will appear as a dark charcoal colour within the site structure but will not be published to the live environment If you have accidentally deleted content contact your administrators who may be able to restore it 4 C SITE MANAGER TERMINALFOUR CONTENT RIGHTS amp ROLES TOOLS HELP SHOW HIERARCHY Moderator jherbert ENGLISH Branch Home gt Internet Internet Clients amp Case Studies Site Map Contact Us a About Us PF Products 23 MODIFY DELETE Prof Dev fest 0 Site Map 0 aaa Training O O a O O o fen o Boy Bon o a o Fo IGI IOI O OI o OI o G i images Figure 31 Delete Section Screen Select SITE STRUCTURE from the CONTENT menu Expand the site structure until the section can be seen
6. Colour Selector WINdOW cccceeceeeeceeeeeeeeeeeeees 4 33 Colour Selector WINdOW ccccceeceseeceeeeeeeeseeeeaes 4 34 HTML Table Builder Window ccccccceeeeeeeeeeeeees 4 36 Table within WYSIWYG Field cccceeceseeeeeeeeeees 4 37 The Media Library ccccccccccceeceeeeeeeeeeeeseeeseeeaseesees 4 38 Adding a Media It m cccceccceceseeeeeeeeeeeeeeeeeeeeeees 4 40 New Media Item General tab cccccecceeeeeeeeees 4 40 New Media Item CATEGORIES Tabbed Page 4 41 Media Item Information ccceccseeceeeeeeeeeeeeeeeeeees 4 41 Modifying Content Selecting a Section 4 43 Modifying Content Selecting a Piece of Content 4 43 Modify Content Screen cccccceccceeceeeeeeeeeeaeeeeaees 4 44 Modify Content Revised Content Listing 4 44 Content Re ordering Options cccccceeceeeeeeeeeees 4 45 Locking a Section s OFdering cccccseceeeseeeeeeeeees 4 45 V Table of Contents Figure 104 Modify Content Screen Showing a Further Content Funcion MENU esc cectereescee eotteie aa E a i 4 46 Figure 105 Content Listing Showing a Locked Piece of Content 4 47 Figure 106 Content Listing with a Mirrored Content Item 4 47 Figure 107 Warning Message Displayed when Deleting a Mirrored PICCE OF CONG nan E A 4 48 Figure 108 Modify Functions Drop Down Menu
7. Figure 5 Figure 6 Figure 7 Figure 8 Figure 9 Figure 10 Figure 11 Figure 12 Figure 13 Figure 14 Figure 15 Figure 16 Figure 17 Figure 18 Figure 19 Figure 20 Figure 21 Figure 22 Figure 23 Figure 24 Figure 25 Figure 26 Figure 27 Figure 28 Figure 29 Figure 30 Figure 31 Figure 32 Figure 33 Figure 34 Figure 35 Figure 36 Figure 37 Figure 38 Figure 39 Figure 40 Figure 41 Figure 42 Figure 43 Figure 44 Figure 45 Figure 46 Figure 47 Figure 48 Site Manager OVESVICW cccecccseeeceeeceeeeeeeeaneeseeeeaes 1 2 Example Web Page Explaining Styles ccccce 1 7 Detail of WYSIWYG Editor ce eccccecceceeeeeeeeeeeeeeees 1 8 The Site Manager Login Screen ccccceeeeeeeeeeeeeeeees 2 2 Detail of the Site Manager Login Screen 0008 2 2 Detail of Login Screen with Advanced Option 2 3 Detail of Login Screen with Groups or Contexts 2 3 Show Hierarchy Page cccccecccsecceeeeceeeceeeeeeeseeesees 2 4 Sample Site Manager SCreen ccccccsececeeeeeeeeeeeeeees 2 5 Site Manager MeNnuG ccccececeeeceeeeceeeseeeeeeeeeaeeees 2 5 Site Manager Screen Tabs cccccceccseeeeeeeeeeeeeeeees 2 6 Location of ADD UPDATE CANCEL Buttons 2 6 Site Structure Versus Folder Tree cccceeeeeeeees 3 2 Site Structure Menu Buttons and Traffic lights
8. Hover the mouse pointer over the down pointing arrow associated with the section that you wish to delete O Select DELETE from the popup menu A warning popup will appear which must be uaealihaliets acknowledged to proceed further or to cancel 2 ere OULU 3 SUC dela i the delete operation conei OOd Figure 32 Delete Confirmation Screen 4 t SITE MANAGER TERMINALFOUR DELETE SECTION Administrator admin gt Hierarchy Home Internet Services Support Professional Services Custom Development 2OGGoGcaS O ee o eee o ee o D o Boa foe o So ten o tan o e o Clients amp Case Studies Site Map Contact Us About Us Products BSEagcga ai o fon o fon o z Intranet Figure 33 Site Structure Deleted Section 3 16 Site Structure Moving a Section A section can be moved from one part of the site to another It can also be moved out of one channel into another section in a different position within the hierarchy When you move sections the navigation and site map will alter yet all links will be maintained 4 C SITE MANAGER TERMINALFOUR CONTENT RIGHTS amp ROLES TOOLS HELP MOVE SECTION CHOOSE NEw LOCATION Moderator jherbert Move Section You are about to move the section section Home gt internet gt Contact Us Please select the new location for this section If you do not want to move the section please click here to go
9. Modifying Content Selecting a Section If the section to which the content is located is not visible O Click on the plus signs to expand the tree until the section appears as an underlined link O Click the section where the content you wish to edit is located 4 GENERAL CONTENT gt Content currently in this section Automatic Ordering Enabled Method Existing Content Name Yersion SamplePage 0 1 2005 02 18 Updated O 1 r alphabetical 4 2 x Add Content Status Last Modified Move Lock Pending 14 Feb 05 10 10 53 ElI IE Zj Pending 18 Feb 05 12 55 45 Bibi 4 Lock UnLock All ta 8 Save Changes Figure 99 Modifying Content Selecting a Piece of Content You are presented with a list of all content contained in the selected section The Existing Content section contains a number of pieces of information across different columns Name The name of the piece of content 4 43 Working with Content e Version The specific version or revision number for the piece of content To modify a particular content piece O Click the underlined content item name 4 C SITE MANAGER TERMINALFOUR RIGHTS amp ROLES TOOLS HELP MODIFY CONTENT UPDATE DETAILS Administrator creative ENGLISH Section Home gt Intranet gt Finance 4 GENERAL INFO CONTENT PLACEMENT SITES OPTIONS gt Template File Upload First piece of content Title for First piece of content Abstr
10. displaying the pieces of content in the selected section L Select the specific piece of content you wish to link to sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text Link te another piece of Content within Site Manage sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample Figure 77 Completed Content Link with Custom Text O The link will now be created around your custom text Site Manager Link Name O Place your mouse where you would like to place the link without highlighting a complete piece of text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sarnple text sample text sample text sample text sample text sample text sample text sample text sarnple text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample tex
11. left blank then the section s name is used when publishing This is useful if the section name is long or complex which would create a URI that may not be user friendly e Status There are three status levels o Approved This is the default status where sections will be published provided they have at least one piece of approved content within it Sections will not be published without approved content within them This avoids pages looking as though they are empty and under construction o Pending Sections which are pending are displayed in a pink colour on the site structure and can be used to launch content all at once To launch a section and its content simply change the status to Approved o Inactive Sections have been deleted and are therefore inactive Sections can be restored by changing the status to Approved or by asking the administrator to recycle them Inactive sections Site Structure 3 8 will appear dark charcoal in the site structure view and will not be published onto the live site e Show in navigation This is defaulted to Yes This means it will appear in your navigation Sections can be hidden from the navigation by unselecting the box e Make this a Link Section This box must be selected to create a Link Section e Meta Information Add Meta Tag The metatag table within the database must be populated with a list of metadata fields that you wish to utilise The type and nu
12. same user rights to the duplicated branch as there were with the original branch If left unselected then specific users will have to be granted access e Copy Template Access Rights Selects whether to assign the same template rights to the duplicated branch as there were Site Structure 3 18 with the original branch If left unselected then specific templates will have to be assigned to the new branch gt Fill in the options for branch duplication Branch to duplicate Home gt Test Duplication Options Section to copy into Content Options Ignore Content Copy Style Usage Vv Copy User Access Rights E Copy Template Access Rights E Figure 37 Duplicating a Branch Options When you have selected all your settings O Click DUPLICATE Your branch will now be duplicated Previewing a Section Previewing a section will generate a browser view of the section as it will appear when it is published The view appears in a separate browser window The preview window will not reflect any changes made to content after the preview is first generated In order to view subsequent modifications the earlier preview pane must be closed and a new preview generated O Select SITE STRUCTURE from the CONTENT menu O Hover the mouse over the down pointing arrow associated with the section you wish to preview O Select PREVIEW from the popup menu A new browser window will open showing the channels to which the current section is publ
13. Abstract and the File attachment The Name field is always mandatory and identifies the content within Site Manager This is the name displayed when you are selecting a piece of content within a section and care should be taken to select an appropriate name They could also include a set of options associated with the page checkboxes radio buttons or cascading lists for example You can set the options when creating or modifying the page Place your mouse in each field and complete the required information Click PREVIEW to view how your content will look once published Click ADD when you have completed adding your content or pick from one of the optional setting available for each piece of content General Info Placement Sites Options OO There are a number of other tabs whose functionality you should be aware of Working with Content 4 5 General Information 4 GENERAL INFO CONTENT gt General Content Information Description of available templates Name Description Generic Html Figure 43 Add Content GENERAL INFO Tabbed Page This tabbed page details the template that this piece of content utilises O Click the GENERAL INFO tab to view this information Content Placement 4 GENERAL INFO CONTENT PLACEMENT SITES OPTIONS Documen t Placemen t Title Position e Simple text Sample Content Item 1 o 2 _vroars _rrevew cancer Figure 44 Add Content PLACEMENT Tabbed Page This tabbed p
14. Details that the user would enter into forms on screens are enclosed with TIPS double quotes such as enter the username anybody into the field Tips refer to best practice advice and more efficient ways of undertaking tasks Introduction 1 4 A WARNING Warnings refer to areas where if the correct sequence of actions is not followed serious repercussions could be experienced Introduction Terminology Used in this Guide TERMINALFOUR Site Manager has a number of user levels ranging from the contributor with standard content editing privileges to the administrator with full configuration access to the system This guide covers the contributor and moderator user levels The diagram below shows the level at which each user level can perform actions Contributor Moderator Power user Administrator Add Content Modify Content Delete Content Manage Site Structure Approve Reject Content Modify User Profile Recycle Content Manage Users Manage Groups Assign Rights to contributors Assign Rights to moderators Assign Rights to Groups Manage Channels Manage Styles Manage Templates Manage Navigational Objects Manage Languages Manage Workflows View Audit Report View Error Report Configure Site Manager Publish Content 1 5 Only contributors and moderators usage will be described in this guide For information on other functionality for both power users and
15. Lett Neon Might Blurred People Black and White Fun Ee test Media Name Media Type Media Preview Figure 82 Media Library Window Media Library enables the storage of different media items into assigned categories A media item is a single piece of media such as an image a Working with Content 4 27 sound file Microsoft Office Document or an Adobe PDF document Media CATEGORI images are designed to be inserted directly into a page If your administrator has enabled it you may see an additional My Media item in the CATEGORIES left hand side of Media Library This is the All Logos area where you can store and use any Neon content listed for your personal use To Night access My Media aA O Click the My Media link People Black and Your media items will be displayed in the main pane There will be no categories rf rE For more information see the Using the Media Library section of the manual The Categories pane displays the existing categories Those categories that you have access to are marked with a hyperlink You cannot access those categories without a hyperlink The Media Items contained in a Category are listed to the right of the Categories pane Media items may have accompanying previews that can be used in Media Library To view a media item you O Click the media item you wish to view The media name and type are displayed in the Media Name and Media Type fields Media N
16. MODIFY from the popup menu The GENERAL tabbed page for the section is opened You can now duplicate the branch O Click Duplicate Branch gt General information about the section Name Output URI Status Default Workflow Show in navigation Duplicate Branch Meta Information Add Meta Tag Figure 36 Duplicating a Branch The Duplicated tabbed page is opened This enables you to detail how you want to duplicate the branch using a number of fields e Section to copy Into Clicking on this produces a popup window containing the site s structure Click on the section beneath which you want to place the duplicated branch e Content Options Enables you to select how you wish to handle any content contained within the branch including any subsections There are a number of options o Ignore Content Do not copy any content contained within any of the sections being duplicated o Duplicate Content Copy all the content in the sections being duplicated This content will subsequently not be associated with the original content o Mirror Content Mirror all the content in the sections being duplicated See the Mirrored Content section for more details e Copy Style Usage Selects whether to include the style information associated with the branch being copied If left unselected then there will be no style information associated with the branch e Copy User Access Rights Selects whether to assign the
17. Recent Last Arrange the sections according to when they were last updated The most recently updated item will be listed last and the last item to be updated will come first This is useful for quickly determining what section may require updating This ordering will be the reverse of the Last Updated Recent First option O Select the Method option you wish to use O Click the Save Changes button The sections will be re ordered appropriately Automatic Ordering Enabled C alphabetical 4 2 m Alphabetical 4 2 _ Alphabetical Z A Method Existing Subsections Name Last Modified Figure 29 Re ordering Options Site Structure 3 13 Preventing Sections from Being Re Ordered The position of a subsection can be locked in place preventing it from being re ordered Its default status is decided by whether or not automatic ordering is enabled for its parent section at the time of this section s creation To lock a particular section O Select the Lock check box associated with the subsection item you wish to lock To unlock a particular section O Deselect the Lock check box associated with the subsection item you wish to lock Existing Subsections Add Subsection Name Last Modified Move Lock Test Page 07 Feb 05 14 56 44 IOG I link section 08 Feb 05 10 59 57 IGEI Lock UnLock All ta Figure 30 Locking a Section s Ordering You can also choose to lock or unlock all a dd Subsection
18. WML for mobile HTML for web etc Working with Content 4 2 Working with Content Step 1 Choose a Section This will bring you to the site structure screen Adding Content Adding content is a straightforward four step process Choose a Section Choose a Template Enter Content oS SS Preview This section of the guide will take you through the steps taken to actually create your content CONTENT ADDO O Select ADD from the CONTENT menu EATI DELETE H SITE STRUCTURE APPROVE RECYCLE PUBLISH 4 C SITE MANAGER TERMINALFOUR ADD CONTENT CHOOSE A SECTION Moderator jherbert Branch Home gt Internet a Internet Clients amp Case Studies Contact Us About Us 1g 0 o0 Site Map o o Tg 1 O D 1 O OI O PGI o IG Figure 40 Add Content Choose a Section O Click the underlined section name into which the content will be added 4 3 Step 2 Choose a Template The main screen changes to display a tabbed page The first field allows the user to specify a template for the content The templates available will be as created by your administrator and assigned to you Different users will have different templates or content types assigned to them If you are only allowed to use one template you will not need to pick a template from the list and therefore will not be displayed the screen below The only thing that differs between templates is the fields
19. a browser window mobile phone or any other device Site Manager focuses on the management of the content and its publication using business defined signoff procedures Chapter 2 Accessing Site Manager This chapter describes the basic interaction with Site Manager via a browser window accessing Site Manager logging in and out of Site Manager location of menus CHAPTER 2 ACCESSING SITE MANAGER 2 1 Accessing Site Manager 2 2 Logging in to Site Manager 2 2 Site Manager Screen Design 2 4 Site Manager Menus 2 5 Site Manager Tabs 2 6 Returning to a Previous Screen or Menu 2 6 Logging out of Site Manager 2 7 Troubleshooting Logins and Menus 2 8 TERMINALFOUR Site Manager End User Guide Accessing Site Manager This chapter describes the basic interaction with Site manager via a browser window accessing Site Manager logging in and out of Site Manager location of menus The importance of not using browser back buttons is stressed and the location of cancel or update buttons is described The chapter concludes with a list of access problems and their possible causes Logging in to Site Manager Standard Login The web address URL for Site Manager is needed before attempting to access Site Manager The URL for TERMINALFOUR Site Manager will depend on your system setup Your administrator should supply you with this URL when they grant you access to Site Manager Open a web browser and enter the Site Manager URL into t
20. find three figures beneath a heading that shows green amber and red Contributor trisht Figure 16 Section Traffic Lights The figures refer to the number of items of content in the section in each of three categories Green Content which is approved for publication Amber Content waiting to be approved for publication Red Deleted content currently within the Recycle bin waiting to be purged from the system Branch Home gt Internet E Internet 1 0 0 Clients amp Case Studies 0 0 0 Site Map 0 0 0 Contact Us 1 Oo 0 About Us 1 0 0 E Products 0 1 0 i mmn m mMm a a Figure 17 Site Structure Showing Section Pending Sections which are pending launch and therefore will not be published are shown in a salmon colour in the section hierarchy Branch Home gt Internet 9 Internet To w os Site Map 0 o o0 Contact Us 1 0 0 About Us 1 0 0 0 Products 0 4i 0 RT TER Figure 18 Site Structure Showing Section Inactive Sections which have been deleted and are currently in the Recycle bin are shown in a dark charcoal colour Site Structure 3 4 Creating and Modifying the Site Structure The basic site structure is created by adding sections branches beneath a root section or home page setting styles and templates creating workflows for the sections assigning users to the sections and assigning target channels to which the content will be published The tree structu
21. initiate a spell check O Click the Check Spelling button The spell checker begins at the start of the text If there are no error messages you are presented with the message There are no spelling errors If the spell checker encounters a word that it does not recognize it opens up a popup window 4 29 Working with Content T TERMINALFOUR Site Manager Spell Checke e Ea Not in dictionary incorect Replace with Ignore All incorrect Add Suggestions eren Change All Figure 86 Spell Checker Feature The unknown word appears in the Not in dictionary field In this example the unknown word is incorrect The suggested alternative is displayed in the Replace with field incorrect which is the desired spelling If you want to replace your word with the suggested replacement O Click the Change button TERMINALFOUR Site Manager Spell Checke ol xj Not in dictionary Jabiss Replace with Ignore All Jabyss Suggestions Change All Figure 87 Suggestions List Alternative suggestions when available are shown in the Suggestions list box Any option selected here appears in the Replace with field where it now acts as the suggested replacement lf you want the spell checker to replace all occurrences of this unrecognized word with the currently suggested spelling O Click the Change All button This will not ask you to confirm each change and is only advised when y
22. pick a single value from a drop down list The predefined list is defined by an administrator Multiple Select This field type allows you to pick multiple values from a drop down list The predefined list is defined by an administrator Cascading List This field type allows a user to select a value from a Select Box list Depending on the value selected a second related Select Box list is displayed This allows a user to select from a relational sub list of values Check Box This field type allows a user to select one or more items from a list using a check box mechanism Radio Button This field type allows a user to select one item from a list using a radio box mechanism Date This field type allows a user to input a date that follows a very specific date format 4 16 WYSIWYG HTML Fields in Detail oa pom g BB Tet BELEERBEY Select Style Times New Rix 3 J zzz Figure 59 Iframe HTML Editor From left to right the picture icons are New This will clear existing content from the WYSIWYG field Undo This will undo the last action Redo This will redo the last action Cut This will cut text and place it on the clipboard Copy This will copy text to the clipboard Paste This will paste text from the clip board Edit html This will allow you to view and edit the html coding Working with Content 4 17 Web Link Inserts a hyperlink to a valid URL Simply highli
23. quickly determining what content items may require updating This ordering will be the reverse of the Last Updated Recent First option O Select the Method option you wish to use O Click the Save Changes button The content items will be re ordered appropriately Automatic Ordering Enabled E a Alphabetical 4 2 Alphabetical 4 2 Existing Content Name ersion Status Last Modified A Simple text 0 3 Pending 18 Feb 05 12 27 00 Last Updated Recent Last Figure 102 Content Re ordering Options Preventing Sections from Being Re Ordered The position of a content item can be locked in place preventing it from being re ordered Its default status is decided by whether or not automatic ordering is enabled for its parent section at the time of this section s creation To lock a particular content item O Select the Lock check box associated with the content item you wish to lock To unlock a particular content item O Deselect the Lock check box associated with the content item you wish to lock Existing Content Add Content Name Yersion Status Last Modified Move Lock Simple text 0 3 Pending 18 Feb 05 12 27 00 IOI Sample Content Item 1 amp 0 1 Pending 07 Mar 05 12 01 00 IOI Lock UnLock All 1a A Save Changes Figure 103 Locking a Section s Ordering 4 45 Working with Content You can also choose to lock or unlock all content items O Click the Lock Unlock All E Acs content
24. the current anchors in the template Close Figure 66 Selecting the Anchor to Link to LJ Click the Close button text sample text sample text sample text sample text sample text sa text sample text sample text sample text sample text sample text sa text sample text sample text sample text sample text sample text sa text sample text sample text Link to botto sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sa Figure 67 Completed Anchor Link You can also choose to delete an anchor at any point O Select the anchor name you wish to delete from the Delete drop down list O Confirm or reject the confirmation message L Click the Close button to return to the WYSIWYG editor 4 20 Section Link This will create a link to a specific section within Site Manager There are two methods of linking the first a custom link name where you select a piece of text to link from and the second where Site Manager supplies the name of the link Site Manager link name Working with Content Custom Link Name text sample text sample text sample text sample text sample text sample text sample te text sample text sample text sample text sample text sample text sample text sample te text sample text sample text sample text sarnple text sample text sample text sample te text sample text sarmple text ink te another section within Site Manager sa
25. the right Select the text and click this button to apply is formatting to the text Bold This will make your text appear in Bold Select the text and click this button to apply is formatting to the text Working with Content 4 31 Italics This will make your text appear in Italics Select the text and click this button to apply is formatting to the text Underline This will underline your text Select the text and click this button to apply is formatting to the text Working with Content 4 32 Font Colour This allows you to select a different colour for your text The pallet illustrated can be configured and restricted by an administrator E Web Page Dialog o BE E EE EE Selected None click on a color to select http sardinia terminalFour E Internet Figure 89 Colour Selector Window To change the font colour of text O Select the text and click the Font Colour button O Select the colour you wish to utilise O Click DONE Working with Content 4 33 Background Colour This allows you to select a different background colour for your text The pallet illustrated can be configured and restricted by an administrator E Web Page Dialog i 2 ln Selected Mane click on a color to select http sardinia berminalFour E Internet Figure 90 Colour Selector Window To alter the background colour for a piece of text Select text and click the
26. values O If you want to save any changes made click the OK button If you want to discard the changes click the Cancel button File element Browse Caneel The File dialog box contains a field listing the current value for the file location A new value can be entered directly or by browsing to the file location using the Browse button O If you want to save any changes made click the OK button If you want to discard the changes click the Cancel button Completing the Editing Procedure When you have finished editing all template elements you need to save the entire changes to the template To do this O Click the Save button to save the changes If you want to discard them click the Close button 4 13 E 2004 1 0 28 lots of content test I s easy to use Direct Edit to manipulate both text and images Figure 56 Saving Modified Content You can now continue previewing your page Working with Content 4 14 Working with Content Step 4 Click ADD r mrm rm Figure 57 Add Content Detail of Add Button Once you have entered and previewed your content which will then be submitted to a moderator for review O Click ADD at the bottom right hand corner of the screen If you wish to cancel your actions click the CANCEL button 4 GENERAL CONTENT gt Content currently in this section Automatic Ordering Enabled B Method Alphabetical 4 2 z Existing Content A
27. 1 5 1 10 2 4 4 15 5 1 5 5 6 2 7 1 Multiple Select cc ceccccseeeeceeeeeeeeeeees 4 16 Navigation Objects PD STN surrena a AE 7 1 Navigational Objects ccccceccceesseeeeesaeeeees 1 7 INCA E eg a en 4 17 Normal HTML textarea 000a annan 1 8 I seeps tesco E ety du ct EEE A A sesnneiee 1 10 2 3 7 1 Numbered Deen ett en en Eo 4 31 6 1 6 3 So sar en ne eer T 4 17 Plain gt en 4 16 Preview ccceseeceeceeeeeeeeeeees 3 3 3 20 4 3 4 10 5 4 Publishing cccccccceeeeeeeeees 1 3 1 9 4 1 4 52 ON CIAO arinei EEEE 1 9 Radio Button 00 0 0 ccc ecceceeceeeeeeseeeeseeneeeees 4 16 10 PEPEE nana ne eee er Ener ae eee ee TA 4 17 Remove Column aciee ce deve sts tarucsd eee scean caeda tan cesses 4 37 Remove ROW caste ces pace ered steve paecsolaeiees cacadent stones 4 37 Fred UTE AO 5 Sad ott dees esata r 4 35 BS E e PAE ee ie YO E E eee eee eee 7 1 Section DENMUON seseeeectecderetcecceavic E a i 7 1 MOOI Ceneeeear eine eeee teen nena an ar rn erane seer re itn mest acre 3 11 SS CHO LINK cnrs enni N EEE 4 21 Select BOX rreri et conve aa aise ieee Eia 4 16 Show Hierarchy Screen ccccccsseeeeesseeeeeeseeeeens 2 4 Single SIGN ON sccici cde cdenasnncnteaiscusyduansdusiedeseheiutieaiduwncs 7 1 Site Structure ociisiewsisssiisttiiieintewicndnwarivarmndaeucians 1 7 7 1 ES ONS E E E EE E E 4 37 VOG eee E 1 3 1 5 1 7 3 7 3 12 4 2 STOMA rE E E E E EE 7 1 Template BE
28. 6 12 1 0 Approved 16 Feb 04 12 57 35 4 2002 05 08 1 0 Approved 16 Feb 04 12 57 35 A 2002 05 13 1 3 Pending 16 Feb 04 12 57 35 4 Lock UnLock All ta A Save Changes Figure 106 Content Listing with a Mirrored Content Item 4 47 Working with Content gt Confirm deletion This content appears in more than one section Home gt Intranet gt Finance Home gt Internet gt Training Please choose an action Reine team eecuan a Delete content C _ooumam _ E Figure 107 Warning Message Displayed when Deleting a Mirrored Piece of Content 4 48 Working with Content Modify Menu ES POWER USERS Content currently in this section Automatic Ordering Enabled r Method alphabetical 4 2 Existing Content Add Content Name Psion Status Last Modified Move Lock Simple text ce IFY Pending 18 Feb 05 12 27 00 ElI IE A Sample Content Item 1 n ae Pending 07 Mar 05 12 01 00 af 1E Zj T ie Lock UnLock All Ta Figure 108 Modify Functions Drop Down Menu A Save Changes The Modify Menu enables you to manipulate items of content within a section To open the menu O Hover the mouse pointer over the down pointing arrow beside the content item that you wish to modify There are a number of available options e MODIFY Enables you to modify the selected piece of content This has the same effect as clicking the name of the content item e COPY E
29. ANC scnscd cxcessenoesneseciweeesecesccesncenneicuscsice 3 18 Duplicating a Branch Options cceceseeeeeeee eens 3 19 Preview Select a Channel ccccccseceseeeeeeeeeees 3 20 Preview of Published Content LOoK c c000ee 3 20 Add Content Choose a Section cccceccceeeeeeeeeees 4 3 Add Content Choose a Template ccccecceeeee es 4 4 Add Content Fill in Content cccecceeccseeeeeeeeeees 4 5 Add Content GENERAL INFO Tabbed Page 4 6 Add Content PLACEMENT Tabbed Page 4 6 Add Content Select Sites to Public Content to 4 7 Add Content Set Date and Time Options 4 8 Selecting the Section to Archive ccccccceeeeeeeeeeeees 4 9 Add Content Detail of Preview Button 4 10 IV Table of Contents Figure 49 Figure 50 Figure 51 Figure 52 Figure 53 Figure 54 Figure 55 Figure 56 Figure 57 Figure 58 Figure 59 Figure 60 Figure 61 Figure 62 Figure 63 Figure 64 Figure 65 Figure 66 Figure 67 Figure 68 Figure 69 Figure 70 Figure 71 Figure 72 Figure 73 Figure 74 Figure 75 Figure 76 Figure 77 Figure 78 Figure 79 Figure 80 Figure 81 Figure 82 Figure 83 Figure 84 Figure 85 Figure 86 Figure 87 Figure 88 Figure 89 Figure 90 Figure 91 Figure 92 Figure 93 Figure 94 Figure 95 Figure 96 Figure 97 Fig
30. AS nE EE E meres cueadtacenssatinces 7 1 Template Elements FNS eo settee eet cece E AE EE EE EEE 1 3 Templates a iccaseciicienssdvaassadeaisneaveniencins 1 3 1 5 1 7 4 2 TERMINALFOUR Java cccccceceeeeeeeeeeee eee 1 8 Terminology Definition ccccceeceeeeeeeeeeeeeeeeeees 7 1 Traic LIGA serere craniana dinen ai 3 4 LI MGOMING iti ccicevnnncieeccaneedseenaieedernnsediretwasddesawsedovieesvie 4 32 NOO Sashes Sept Artest e E E Soeetoes 4 17 OIR bennic 2 2 2 8 3 10 3 15 4 18 7 1 User ACCOUNMMS ccccecceseeeeceseeceseeeeeeeeeeeeeeenaeeens 1 10 Web LINK 2 00 0 cc ceeeceeceececeeeeeeeeeeeeeceeeeeeeeeeeeeneeeeness 4 18 Workflow Definition 2 0 cece eee eeceececeeceeeeseeeeeeeceeceeneeaeeeenenaes 7 1 8 2 ee ee ee 1 9 WYSIWYG o n 1 8 1 9 4 2 4 16 4 17 4 37 WYSIWYG Editors HTML 00 cccccccceteeeeeees 1 8 Site Manager End User Guide 8 2
31. Background Colour button Select the colour you wish to utilise from the popup window Click DONE Select text and click this icon to apply is formatting to the text OOOO Working with Content 4 34 Working with Content Normal Times New Ri Font Style Type This allows you to change the style of your text e g normal header etc Select text and select the font style from the drop down list to apply this formatting Font This will change the font of your text This may only be utilised if authorised by your administrator because it may cause the design of your content to alter from your organisation s style policy Select text and select the font from the drop down list to apply this formatting Font Size This will change the size of your text This may only be utilised if authorised by your administrator because it may cause the design of your content to alter from your organisation s style policy Select text and select the font size from the drop down list to apply this formatting Left Align This will align the text to the left Select the text and click this button to apply this formatting to the text Centre This will centre your text Select the text and click this icon to apply this formatting to the text Right Align This will align your text to the right Select the text and click this icon to apply this formatting to the text 4 35 Insert Table This allows you to insert
32. Content Preview While in the process of adding content it is important to preview your work and view how it will be graphically depicted once published to the live channel eee ce ee ee Figure 48 Add Content Detail of Preview Button O Click the PREVIEW button at the bottom right hand screen corner CHANNELS gt Choose a channel to preview this section in Internet Site preview Intranet Site preview Figure 49 Preview Content Select channel A new browser window will open showing the channels to which the current section is published If only one channel is published you will not be asked to select a channel O Select the channel that you wish to preview This will display a preview of the section using the properties and styles associated with the selected channel You can make modifications from this preview using the Direct Edit feature Direct Edit The preview mode enables you to edit any template content by using the Direct Edit feature To enable Direct Edit on a page being previewed O Right click anywhere on the page 4 10 Sess You can only use Direct Edit with one template content at a time You must save or discard any changes before you can edit other content Working with Content default style You are here Home gt Services Main Menu This Section About Us a link section Contact Us i ME errand i another link uplicated stuff section anguage switcher J tes
33. E L MEDIA LIBA AR Y 4 C SITE MANAGER TERMINALFOUR LIST MEDIA Moderator Idoyle CATEGORISED MEDIA e Ef E all Types ares CATEGORIES Butterfl People eumedh Photos The Sunset Animals The Water Lillies Media Name Media Type Media Preview Figure 93 The Media Library You will have access to a Categorised section containing all the media that your administrator has deemed should be shared between Site Manager users You may also have a personal media library sections known as My Media Any media CATEGORI stored here is accessible only by you and CATEGORIES TAN WARNING cannot be shared All Logos When a category is deleted all eon its contents including those Night of any sub categories are Blurred lost People Black and FE fF By default you are brought to the Categorised section The Categories pane displays the existing categories Those categories that you have access to are marked with an underlined hyperlink You may have either write access to these categories or read access You cannot access categories without a hyperlink The contents of the currently selected category appear in the main pane Working with Content 4 38 Working with Content Categories Adding Deleting and Renaming Categories lf an administrator has assigned you write access to a particular category you can create sub categories beneath it You cannot create sub categories in the My Media sec
34. ERMINALFOUR All other trade names registered trademarks and trademarks are the property of their respective owners Feedback amp Suggestions Suggestions in relation to this guide and our products are very welcome Please email suggestions terminalfour com TERMINALFOUR Site Manager 5 0 End User Guide Table of Contents CHAPTER 1 INTRODUCTION Introduction Overview of Site Manager Business Features of Site Manager Scope Conventions Used in this Guide Terminology Used in this Guide User Accounts Site Manager Users Format of this Guide CHAPTER 2 ACCESSING SITE MANAGER Accessing Site Manager Logging in to Site Manager Standard Login Advanced Login Site Manager Screen Design Menus Arrow A Who You Are Arrow B Language Switch Arrow C What Are You Doing Arrow D Site Manager Menus Site Manager Tabs Returning to a Previous Screen or Menu Logging out of Site Manager Troubleshooting Logins and Menus Access to Site Manager Logging Out of Site Manager Losing Data CHAPTER 3 SITE STRUCTURE Site Structure Overview Viewing the Site Structure Site Structure 1 2 1 2 1 3 1 4 1 4 1 5 1 10 1 10 1 11 2 1 2 2 2 2 2 2 2 3 2 4 2 4 2 4 2 4 2 5 2 6 2 6 2 7 2 8 NNN O0 CO OO 3 1 3 2 3 2 3 2 TERMINALFOUR Site Manager End User Guide Section Options Add Modify Delete Move amp Preview 3 3 Traffic Lights 3 4 Creating and Modifying the Sit
35. FOUR SHOW HIERARCHY Moderator jherbert Branch Home gt Internet Internet Clients amp Case Studies Site Map Contact Us About Us 0 Products Prof Dev Site Map Training i images Figure 27 Section Drop down Menu The first tab is the GENERAL tab As you can see the information shown is similar to the information you included earlier whilst following the steps to add a section You should make your changes and move on through the remaining tabs as shown below The second tab is the CONTENT tab This screen shows any content included within the section As you can see from the example this section has two pieces of content associated with it Site Structure The third tab is the STYLES tab This screen shows any styles applied to the section As you can see from the example this section has a style applied to one of the channels The fourth tab for moderators is the CONTRIBUTORS tab contributors cannot see this page This screen shows all of the c ii contributors You can select or deselect contributors for access to this section The fifth tab for moderators and fourth tab for contributors is the REORDER tab This section enables you to reorder content For more details see Reordering Sections below Reordering Sections If there are two or more subsections within a section you will
36. GMT More Sample Content 4 SSSRA Pending Sat 20 Nov 2004 20 45 58 GMT T MOVE Sample document 7 DELETE Pending Sat 20 Nov 2004 20 46 29 GMT Googe Large Document T Q HISTORY Pending Sat 20 Nov 2004 20 46 51 GMT Add Content Figure 104 Modify Content Screen Showing a Further Content Function menu e Modify Menu Hover over this down pointing arrow to display a popup menu that allows you to Modify Delete Copy Move or Show the History of a piece of Content e Status The Workflow status of the piece of Content e Last Modified The date on which the piece of Content was last Modified 4 46 Working with Content e Move Allows you to change the order of pieces of content on the page by clicking on the up and down arrows You can also move a piece of content directly to the top or bottom of a page e Lock Locks a content piece s order preventing it from being reordered Each content piece s placement order is either locked or unlocked determined by whether or not automatic ordering is enabled for the parent section at the time of the section s creation This value is only alterable if automatic reordering is enabled Content Locking Existing Content Add Content Name ersion Status Last Modified Move Lock Search the Web Ty 6 0 Approved 16 Feb 04 12 57 35 ElI A 2002 06 20 Content is currently being edited by admin Pending 16 Feb 04 12 57 35 l IE M4 Figure 105 Conte
37. Last Modified Move Lock button to lock all items if 18 Feb 05 12 27 00 Meee a none or locked or to unlock 07 Mar 0S 12 01 00 Aiea a i all items if any are locked Lock UnLock All a Locked content items will not be grouped with any ordered content items and will by default be listed above any ordered content items Once a content item s lock status has been altered the content item order list will be updated Manually Re Ordering You can manually reorder an individual content item by moving it up one place or down one place in the order listing To do this O Click the Move Up or Move Add Content Down arrow associated Last Modified Move Lock with the content item that shell a Hia 2 07 Mar 05 12 01 00 EI 1E 4 you wish to Move up or Lock UnLock All ta down A Save Changes You can also choose to move an item to the top or bottom of the order O Click the Move to Top arrow Add Content or Move to Bottom arrow Last Modified Move Lock associated with the content Saa E 07 Mar 05 12 01 00 ElI IE 4 item that you wish to move to the top or to the bottom respectively Lock UnLock All ia A Save Changes Once you have made all of your changes O Click UPDATE This will take you back to the Site Structure screen GENERAL CONTENT gt Content currently in this section Name Yersion Status Last Modified First piece of content amp 5 MODIFY Pending Sat 20 Nov 2004 22 17 52
38. TE STRUCTURE 3 1 Site Structure Overview 3 2 Viewing the Site Structure 3 2 Creating and Modifying the Site Structure 3 5 TERMINALFOUR Site Manager End User Guide Site Structure Site Structure Overview The site structure is similar to the folder structure within computer hard disks Site Manager uses sections where Explorer uses folders but each type can contain both further instances of the type to make a tree structure or content which is a terminal node of the tree E Internet Ei Website H AboutUs Clients amp Case Studies H E ClientSupport W Site bliap H E ContactUs E Contact Us I News H CurClients of About Us A Partners Figure 13 Site Structure Versus Folder Tree In the comparison figures it will be seen that the root section of the figure on the left Internet has four sub sections or branches one of which Clients amp Case Studies has an indication that it contains further branches However Site Manager also allows the ranking of the sections within the tree to be controlled as can be seen by the different positions of the branches within the root Clicking on the plus sign in Site Manager s site structure view will expand the tree clicking on a minus sign will collapse the tree This Site Structure directly relates to the structure of the website If you add a section to the site structure once it contains a piece of content it will appear within the navigation on the website or cha
39. TERMINALFOUR Site Manager 5 1 End User Guide For contributors and moderators TERMINALFOUR Publication Date 07 03 2005v0 9 Major Version 5 1 Build Version 0067 Copyrights and Trademarks TERMINALFOUR Solutions Limited trading as TERMINALFOUR The information in this document is subject to change without notice and should not be construed as a commitment by TERMINALFOUR While every effort has been made to ensure the accuracy of the information contained herein TERMINALFOUR assumes no liability for errors or omissions No liability is assumed for direct incidental or consequential damages resulting from the use of the information contained in this document Copyright 1997 2005 TERMINALFOUR All rights reserved This document contains confidential and proprietary information of TERMINALFOUR No part of this publication may be reproduced transmitted stored in a retrieval system nor translated into any human or computer language in any form or by any means electronic mechanical magnetic optical chemical manual or otherwise without the prior written permission of the copyright owner TERMINALFOUR The copyrighted software associated with this manual is licensed to you for use only in strict accordance with the License Agreement which the licensee should read carefully before commencing use of the software TERMINALFOUR is a registered trademark of TERMINALFOUR TERMINALFOUR Site Manager is a trademark of T
40. Users do not have to worry about the design and style of the content outputted as it is controlled centrally by administrators This ensures that design consistency is maintained throughout the published channel Users create and modify content using templates managed by the site administrators These templates contain various fields or elements Such as title abstract and body text and implement several means of editing HTML content using WYSIWYG and field based methods i e drop down lists checkboxes text fields etc Languages Site Manager can manage content in numerous languages This for example allows web sites to offer multiple language choices Available languages are set up and modified by the administrators Site Manager does not perform language translation this function is carried out by contributors and moderators Site Manager does support workflow processes where content can be automatically sent to a translation agency once it is modified If your system us running in multi language mode the alternative languages will be displayed in the top right hand side of the screen By clicking on the language when working with the site structure or content you can change into the alternative languages Workflows A workflow defines the approval process for piece of content The process of generating content reviewing it and publishing it can be specified as a series of steps called a workflow Workflows for different parts
41. You Get describing the action of an editor TERMINALFOUR Site Manager End User Guide Chapter 8 Active XK vive sscsresiastiviaaicvnnnsndadwiiceuwusintaneadusiuwendavucuvadennduens 1 8 Add Column c cccececcececcececcececeececeeaecneaeensaeeess 4 37 Aad MaE caneri 4 27 Add ROW 0 00 cccececcececcececcececeeaeceeaeceeaeceeeaeeeeaeaeeneas 4 37 Administrator 1 5 1 10 2 3 2 4 2 7 2 8 3 7 4 16 4 27 4 33 4 34 4 35 4 47 4 52 7 1 4 19 Auditing and Version Control cc c000e 1 3 1 5 Background CoOloul cccccecesseeeeeeeeeeeeeeeeeeenees 4 34 BO aer ato sciences Gasieeennaeteeceeaesceee de 4 31 BUGI eee ee ne eee eee eee 4 31 Cascading List cccccccceeeeeeeeeeeeeeaeeeeeeeeees 4 16 CENIO ee E ee ee ee 4 35 Channels eee eee ene 1 3 3 20 7 1 Check Box cccccccceecccceeececeeeeeseeeeeseeeeseeeeees 4 16 Clean Microsoft Word Formatting 0008 4 27 Content DSTI OUR ssena 7 1 Deleting Content cccceeecsseeeeeeeeeeeeeeaeeeeens 4 50 Modifying Content ccccccceseeeeeeeeeeeeeeaeeeees 4 43 VSO aosi e e EESE EE E N 1 9 Publishing Content ccccccecsseseeeeeeeeeeaeeeees 4 52 Reordering Content ccccccccssseeeeseeeeeeaeeeees 4 44 Content Link Creating cccccccsseeeeeseeeeeeeeees 4 23 Contributor 1 5 1 10 2 4 3 3 5 5 6 2 7 1 Conventions Used cccccccccsseeces
42. a table into your content To insert a table O Place you mouse cursor where you want to insert the table O Click the Insert Table button jy TERMINALFOUR Site Manager Build A Table Microsofase isl Je Build a table General Title Description Dimensions Width Height Border Number of columns Mumber of FONS Advanced I Figure 91 HTML Table Builder Window A popup window opens enabling you to create a table e The Title field allows you to allocate a HTML title to the table e The Description field allows you to allocate a HTML description to the table e The Dimensions fields allow you to select the size and structure of the table constructed The Border field determines the thickness of the table s border e The Advanced fields are for designers to apply style sheets to the table structure Working with Content 4 36 TIPS Note For web accessibility reasons HTML Tables should only be utilised to detail tabular data and should not be used for layout purposes Working with Content On ald BB Teten BEER OB HE SE B z u B Normal al Times new eals O 25 a ia th EES sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sampl
43. act Abstract goes here Abstract goes here Abstract goes here Abstract goes here Abstract goes here Abstract goes here Abstract goes here Abstract goes here Abstract goes here Abstract goes here Abstract goes here Abstract goes here Abstract goes here Abstract goes here Abstract goes here Abstract goes here Abstract goes here Abstract goes here Abstract goes here Abstract goes here Abstract goes here Abstract goes here Abstract goes here Abstract goes here Abstract goes here Abstract goes here Abstract goes here Abstract goes here Abstract goes here Abstract goes here Abstract goes here Abstract goes here Abstract goes here Abstract goes here Type File Upload Browse Download Figure 100 Modify Content Screen L Edit the piece of content as described in the Add Content section above O Click the UPDATE button once complete CONTENT 4 GENERAL gt Content currently in this section Automatic Ordering Enabled Method Alphabetical 4 2 z Existing Content Add Content Name ersion Status Last Modified Move Lock SamplePage 0 1 Pending 14 Feb 05 10 10 53 AiG 4 2005 02 18 Updated 0 1 Pending 18 Feb 05 12 55 45 oe 4 Lock UnLock All A Save Changes Figure 101 Modify Content Revised Content Listing The content version will be incremented in the list for that section e g 0 1 to 0 2 Reordering Content All the content items associated with the current section and the order in which they app
44. administrators please see the Site Manager Administrator s Guide Introduction 1 6 Styles refer to the formatting or design that gives each page its characteristics as shown below Styles are used to control the look and feel of the published content and the corporate image assigned to a number of pages within a channel The main aspects handled by the styles are e The header for each page e The footer for each page e Font and colour details in the form of a style sheet Styles are created and modified by power users and administrators S NOTES C D ey TERMINALFOUR TERMINALFOUAR Pe EET You are here Home gt Products gt Site Manager gt Technical Overview gt Supported UCD Ge so Platforms Products Site Manager Product gt Supported Platforms Overview what Bs Site Manager requires three components a database a webserver and scab Ai ell ld My an operating system We provide a full end to end service installing gt Contact Us minerii and setting up the software on your desired platform and providing gt Sitemap Technical support on an ongoing basis Overview Supported Latest News Platforms TERMINALFOUR Future exhibiting at Panai With Web Content Management Internet World 1 London Performance r Security lt a Er amp Java Serviet Environment Se et Training JAVA at Butler Group In Practice Symposium erity i SwiftWeb w a A Salil Web Garvars Worthing Saroi
45. age allows you to examine the position of a piece of content within a page A page should be considered as containing a number of vertical slots Working with Content 4 6 Internet Site Intranet Site ao PREVIEW CANCEL Figure 45 Add Content Select Sites to Public Content to This tabbed page allows you to select and restrict which site the content should be published to It is possible to publish content to one or more channels depending on your requirements O Select the check box for each site you wish to publish the content to By default they are all selected Working with Content 4 7 Date amp Time Related Options The OPTIONS tab allows you to allocate publish and expiry type dates to specific pieces of content to ensure that they are released removed or archived as required OPTIONS gt Content Embargo and Expiry Information Publish Date dm yh m z _ Expiry Date d m y h m t i Review Date d m y h m _ Archive Section a E E Figure 46 Add Content Set Date and Time Options O O Working with Content Click the OPTIONS tab to view the dates assigned to a specific piece of content Enter a date and time into the Publish Date field to specify when a piece of content will be released to a live channel In order for the piece of content to be released to the live site it is necessary for it to have been approved prior to the published date
46. ame Media Type Media Preview Figure 83 Selected Media Item To preview the item O Click the Media Preview link The preview if available appears at the bottom of the Media Library Media Name Runner Media Type Image Media Preview E Figure 84 Preview of a Media Item To list only a particular type of media in Media Library Select the media type from the All Types drop down list Click the Filter button Selecting All Types from the drop down list will enable you to view all Media Items Working with Content 4 28 Media Name Runner Media Type Image Media Preview Working with Content To insert the Media Item into the page O Click the Download button for a selected item gt Template Generic HTML Name SamplePage i SA BA Main Body Oom k amp B Cedtum amp f et Select Style z Times New Ru HJE z Inserting a media item is very easy as has been demonstrated Figure 85 Editor with Image Displaying The image will be inserted into your template For more information on the Media Library see the Using the Media Library section of this manual Spelling This will perform a spell check on all template text The spell checker suggests alternative spellings for words that do not appear in a dictionary supplied with Site Manager You can choose to ignore the suggested spellings or add new words to Site Manager s dictionary as required To
47. ate a media item in any category that you have write access to as defined by your administrator 4 39 The media items for the currently selected category are displayed in the main pane If you have the appropriate read permissions you can view the media items for another category by selecting its name in the Categories pane or by right clicking its name and selecting Show Existing from the popup menu Figure 94 Adding a Media Item To add a media item to a category you O Click the Add New Media button on the Media Library toolbar Or O Right click the category name O Select Add New from the popup menu gt General Media Information Name Description Type Adobe PDF Media Browse Thumbnail Browse Categorisation My Media b Categorised O If you do not upload a thumbnail the system will attempt to create one from the uploaded Media Figure 95 New Media Item General tab The Insert New Media page enables you to add media The General Media Information tabbed page provides a number of fields e Name Sets the name of the media item as it will appear to Media Library users e Description Enables you to add a description to the media item e Type Enables you to specify the type of media this is There are three options Adobe PDF document Image and Microsoft Office Document You can use other media types The Type option is used only to assist filtering e Media Con
48. back gt Hierarchy Branch Home gt Internet Internet Clients amp Case Studies Contact Us About Us Figure 34 Move Section to New Location O Select SITE STRUCTURE from the CONTENT menu O Expand the site structure until the section can be seen O Hover the pointer over the down pointing arrow associated with the section entry to make the section drop down menu appear O Select MOVE from the popup menu A new view of the site structure will appear with all sections capable of becoming a parent of the section being moved shown as underlined links Click on the intended parent link to move the section to the new position There is no prompt box If you wish to cancel you click the here link that appears at the top of the screen Move Section You are about to move the section section Home gt Internet gt Products Please select the new location for this section If you do not want to move the section please click here to go back Figure 35 Move Confirmation Message 3 17 Copying a Section You can copy a section and all its subsections to another point in the site structure The section and its subsections are known as a branch To duplicate a branch O Select SITE STRUCTURE from the CONTENT menu O Expand the site structure until the section can be seen O Hover the pointer over the down pointing arrow associated with the section entry to make the section drop down menu appear O Select
49. be able to re order the child sections To do this O Select SITE STRUCTURE from the CONTENT menu O Move over the down arrow associated to the section you wish to modify O Select MODIFY from the popup menu O Click the REORDER tab SITE MANAGER Administrator admin Automatic Ordering Enabled r Method alphabetical 4 2 z Existing Subsections Add Subsection Name Last Modified Move Lock Test Page 07 Feb 05 14 56 44 EI IE zi 4 link section 08 Feb 05 10 59 57 HIOA Zi Lock UnLock All ta m Save Changes Figure 28 REORDER Tabbed Page The screen lists all the child subsections of this current section and the current order in which they appear beneath the subsection By default subsections are listed beneath a section in the order that they were created To order them differently O Select the Enabled check box The Method drop down list enables you choose one of four ordering options e Alphabetical A Z Arrange the sections alphabetically from A to Z This is useful for visual purposes e Alphabetical Z A Arrange the sections from Z to A i e in reverse alphabetical order This is useful for visual purposes e Last Updated Recent First Arrange the sections according to when they were last updated The most recently updated item will be listed first and the last item to be updated will come last This is useful for quickly determining what section may require updating e Last Updated
50. cate which section you have clicked on and therefore linked to O Enter the value for the link target to open up in For example this could be a new window i e _ blank O Click the UPDATE button Section Home gt Internet gt Services gt Sales gt External Sales Link type Section External URL Link section Link URL Link target new window Figure 25 Creating a Link Section External URL Link Creating an External Link To create an external site from the navigation O Select External URL in the Link type section O Type the external URL in the Link URL field O Enter the value for the link target to open up in For example this could be a new window i e _blank O Click the UPDATE button Identifying a Link Section Link sections are identified by the small chain link picture beside the section name oe Test Section Lah a Test Page 0 1 1 a Test ins Mo we a News Moa m ea Sanple page 0 2 0 Figure 26 Identifying a Link Section Site Structure 3 10 Site Structure Modifying a Section An existing section can be modified to alter existing details or add new details The section name can be altered Contributors can be assigned or have removed editing rights to the section To modify a section O Select SITE STRUCTURE from the CONTENT menu Move over the down pointing arrow associated to the section you wish to modify Select MODIFY from the popup menu 4 t SITE MANAGER TERMINAL
51. dd Content Name ersion Status Last Modified Move Lock SamplePage nlg Pending 14 Feb 05 10 10 53 ElI IE zj 2005 02 18 Updated O 1 Pending 18 Feb 05 12 55 45 f IE Zj Lock UnLock All a A Save Changes Figure 58 Screen Displayed Following Content Add A list of the content will be displayed If you wish to add more content to this section O Click Add Content To reorder the content see the Reordering Content section of this manual Further information on this screen is detailed within the MODIFY CONTENT section of the Guide 4 15 Working with Content Content Fields There are a number of different field types that a template can contain These fields are similar to fields within a normal web form Plain Text This is the standard way of entering text and does not facilitate formatting of the content The size of this field will be determined by the administrator and therefore can be small or large depending on the number of words allowed to be inserted into the field HTML WYSIWYG Field This field type is a miniature version of a word processor which allows for content to be formatted and structured according to your requirements The uses of the buttons within this field are described below File Field This field type allows you to attach a file from your local computer When you click on browse you can pick a file through a standard file dialog box Select Box This field type allows you to
52. ding Style Sheet A named set of users having the same rights and roles that can be applied to one or more sections JavaServer Page technology for web pages Lightweight Directory Access Protocol A storage area for media items including pictures sounds and PDF documents Similar to an HTML tag it is used on a web page to improve searchability by a search engine A user who can approve or reject content submitted by a contributor Any means of navigating between pages e g menu button drop down menus click able links etc Windows NT LAN Manager authentication protocol A means of accessing another system Enabling access to information that resides in multiple disparate systems A user who can create styles workflows templates and navigation objects for a particular user group that they are assigned to One of contributor moderator or administrator describing principal activity A named storage area containing content and or further sections Allows a User to be authenticated on one system and access other systems without further authentication Hierarchical arrangement of sections A collection of display methods for presenting content on a web page A collection of editing and formatting methods to allow creating and modification of content Uniform Resource Locator A combination of name and password allowing access to Site Manager Defines the approval process for a piece of content What You See Is What
53. e To view your profile in Site Manager O Select MODIFY PROFILE from the TOOLS menu gt MODIFY PROFILE TOOLS The following screen is displayed 2B salle Molina TERMINALFOUR CONTENT TOOLS HELP SHOW USER DETAILS Contributor grantim DETAILS gt Update user details Username grantjm Groups none Name june grant Password unchanged if left blank O Confirm Password OoOO O Default Language english Email Address fjune grant ukonline couk Html Editor ms Html Editor Activex z uroare J cancer a Internet Figure 115 View Update User Profile The Username Groups and Name fields are not editable These must be changed by an administrator The following options are available to contributors and moderators 6 2 Modifying Your Password To modify your password O Enter your new password in the Password field O Re type your new password in the Confirm Password field O Click UPDATE to save your changes If these fields are not entered when UPDATE is selected the password will remain unchanged Modify the Default Language You can modify your default language if your administrator has set up alternatives To modify it L Select the new language from the Default Language drop down list O Select the language you want O Click UPDATE to save your settings Modifying Your Email Address To alter your e mail address O Enter your required email address in the Email Address fi
54. e Site Manager are classified into one of four roles depending on the activity that they perform Category Activities Contributor Creates content within permitted sections of the structure Moderator Approves content submitted by contributor optionally modifies content and creates sections within the Site Structure Power user Creates and modifies sections user accounts rights and roles templates workflows for groups they have been assigned to by an administrator Administrator Creates and modifies sections user accounts rights and roles templates workflows for any group Introduction Format of this Guide The remainder of the introduction gives an overview of Site Manager from a User s viewpoint All crucial concepts are mentioned in the overview and then expanded in detail in subsequent chapters A glossary of terms is included towards the back of the guide Each chapter opens with a brief summary of the content and concludes with examples or other practical information Warnings or other points of note are set in boxes as close to the section of text to which they have most relevance and are also repeated at the end of the section in the summary Site Manager does not host the target channel although it can generate previews to show how the content will appear this is achieved through a web server or application server These target channels including websites intranets and extranets are accessed by using
55. e Structure 3 5 Adding a Section 3 5 Creating a Link Section 3 8 Modifying a Section 3 11 Reordering Sections 3 12 Modifying a Link Section 3 15 Deleting a Section 3 16 Moving a Section 3 17 Copying a Section 3 18 Previewing a Section 3 19 CHAPTER 4 WORKING WITH CONTENT 4 1 Content Overview 4 2 Template Properties 4 2 Adding Content 4 3 Step 1 Choose a Section 4 3 Step 2 Choose a Template 4 4 Step 3 Enter Content 4 5 General Information 4 6 Content Placement 4 6 Sites 4 7 Date amp Time Related Options 4 8 Preview 4 10 Direct Edit 4 10 Step 4 Click ADD 4 15 Content Fields 4 16 WYSIWYG HTML Fields in Detail 4 17 Using the Media Library 4 38 Categories 4 39 Media Items 4 39 Modifying Content 4 43 Reordering Content 4 44 Content Locking 4 47 Mirrored Content 4 47 Modify Menu 4 49 Viewing Content History 4 49 Deleting Content 4 50 Publishing Content 4 52 CHAPTER 5 REVIEWING APPROVING amp REJECTING CONTENT 5 1 Approval Process Overview 5 2 Viewing Your Approval List 5 2 Table of Contents ii Selected Approval 5 3 Reviewing Content 5 3 Approve or Reject Content 5 5 CHAPTER 6 MODIFY PROFILE 6 1 Viewing Your Profile 6 2 Modifying Your Password 6 3 Modify the Default Language 6 3 Modifying Your Email Address 6 3 Modifying Your Default Editor 6 3 CHAPTER 7 GLOSSARY 7 1 CHAPTER 8 INDEX 8 2 Table of Contents iil Table of Contents List of Tables amp Figures Figure 1 Figure 2 Figure 3 Figure 4
56. e been disabled for maintenance or upgrade purposes The user account may have been disabled The user might be entering a username and password from another application When using LDAP they might need to select their login context from the Advanced button on the login page Logging Out of Site Manager An inactive user will be logged out of Site Manager after a certain time with no mouse keyboard or screen actions the screen will not change until the user attempts to continue It will then switch back to the login screen The user should log in as normal and the last active screen within Site manager will be re displayed However you may lose unsaved changes to the content To avoid this happening ensure you save regularly and log out correctly Losing Data There are a number of reasons why this could occur this could include Accessing Site Manager Using the browser s navigation buttons rather than Site Manager navigation buttons Field values having have been cleared to defaults The user should use a cancel or update button or other click able part of Site Manager The user has closed the browser window without first clicking on and ADD UPDATE button Logging out of Site Manager from the CONTENT menu without clicking ADD UPDATE 2 8 Chapter 3 This chapter describes the way in which you manage the structure and navigation of a published channel or the folders of a data repository CHAPTER 3 SI
57. e text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text First piece of content sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample Figure 81 Completed Content Link O The link will now be created around your custom text with the name populated from the content name within Site Manager e g The content selected above was First piece of content Working with Content 4 26 Clean Microsoft Word Formatting This will remove any unnecessary Microsoft Word formatting when copying content How precise and strict this function is depends on how the administrator has configured the system It is essential that you click this icon after pasting content info a third party application such as Microsoft Word Add Image This will allow you to add a Media Item from the Media Library without creating an Upload Image template This functionality allows you to select an image from a predefined library of Media Images set up by an administrator or other users with the appropriate permissions O Place your mouse where you wish to place the Media Item O Click the Add Image button CATEGORISED MEDIA Ea all Types aj CATEGORIES 3 Choose 4 Category from the list on the All Logos
58. e text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample Figure 92 Table within WYSIWYG Field O Select the tick button to insert the table Add Row This icon allows you to place a new row within the table you have selected Remove Row This icon allows you to remove a row from the table Add Column This icon allows you to place a new column within an existing table Remove Column This icon allows you to remove a column from an existing table Merge Cells This icon allows you to merge two selected cells to form one Split Cells This icon allows you to split one selected cells into two cells 4 37 Using the Media Library The media library enables the storage and hierarchical categorisation of different types of media including images documents and sound files Depending on the permissions assigned to you by your administrator you can create new categories and media items move existing media to different categories and preview and download media If a media item is modified the modifications will be made throughout the site To access the media library O Select MEDIA LIBRARY from the TOOLS menu TOOLS gt MODIFY PROFIL
59. ear are displayed on the CONTENT tabbed page By default subsections are listed beneath a section in the order that they were created To order them differently 4 44 Working with Content L Select the Enabled check box The Method drop down list enables you choose one of six ordering options e Alphabetical A Z Arrange the content items alphabetically from A to Z This is useful for visual purposes e Alphabetical Z A Arrange the content items from Z to A i e in reverse alphabetical order This is useful for visual purposes e Publish Date Recent First Arrange the content items according to when they were last published The most recently published item will be listed first and the last item to be published will come last e Publish Date Recent Last Arrange the content items according to when they were last published The most recently published item will be listed last and the last item to be published will come first e Last Updated Recent First Arrange the content items according to when they were last updated The most recently updated item will be listed first and the last item to be updated will come last This is useful for quickly determining what content item may require updating e Last Updated Recent Last Arrange the content items according to when they were last updated The most recently updated item will be listed last and the last item to be updated will come first This is useful for
60. eeeeeeeeeeees 4 21 Miniature Site Structure cccccccseeeceeeceeeeeeeeeeeees 4 21 Completed Section Link with Custom Text 4 21 Selecting the Link LOCAtION cccccceeeceeeeeeeeeeeees 4 22 Miniature Site Structure cccccecccsececeeeceeeeeeeeeaeeees 4 22 Completed Section LINK ccccccecceeceeeeeeeeeeeeeeeees 4 22 Selecting the Text to Link From cccccceeeeee sees ees 4 23 Miniature Site Structure cccccecccsececeeeceeeeeeeeeaeeees 4 23 Miniature Content Selector ccccccceccceeeeeeeeeeeeeees 4 24 Completed Content Link with Custom Text 4 24 Selecting the Link LOCAtION cccccccceeeeeeeeeeeeeeees 4 24 Miniature Site Structure ccccccccsececeeeeeeeeeeeeeeeeees 4 25 Miniature Content Selector cccccccecceeseeeeeeeeeeeees 4 25 Completed Content LINK c cc cecceeee eset eeeeeeeeeeeees 4 26 Media Library WINdOW ccccceceseeeeeeeseeeeeeeeeeeaeees 4 27 Selected Media ltem ccccceccseecseeeeeeeeeeseeeesaees 4 28 Preview of a Media Item cccccceceeeceeeeeeeeeeeeeeees 4 28 Editor with Image Displaying ccccseceseeeeeeeeeees 4 29 Spell Checker Feature cccceccsecceeeteeeteeeeeeeteeeees 4 30 SUGGESTIONS List cece eeeeeeeeceeeeeeeseeeeeseesaeesaues 4 30 Spell Check Complete MeSsSag cccseceeeeeeeeees 4 31
61. eld O Click UPDATE to save Your email address is used to send you alerts about content or any items marked for review within Site Manager Modifying Your Default Editor You can alter the editor used to create content To do this O Select the editor from the Html Editor drop down list O Click UPDATE to save veigui Lanyuaye jenglish Email Address june grant ukonline co uk Html Editor ms Html Editor ActiveX MS Html Editor Activex IFrame HTML Editor Figure 116 HTML Editor Selector The various editors are described in the WYSIWYG section of this guide Index 6 3 Chapter 7 Glossary Alphabetical list of terms and definitions used within the guide Term Administrator ASP Channel Content Contributor CSS Group JSP LDAP Media Library Meta tag Moderator Navigation object NTLM Portal Portal integration Power user Role Section Single sign on functionality Site Structure Style Template URL User Workflow WYSIWIG Meaning within Site manager A user who controls the channels where the content can be published and the rights of the contributors and moderators and power users Active Server Page technology for web pages Refers to a variety of media including websites personalised portals intranets extranets mobile phones WAP sites and other emerging technologies Material intended for publication on web sites A user who can create new content Casca
62. enables you to grant editing access to certain individuals This option is only available to moderators TERMINALFOUR CONTENT RIGHTS amp ROLES TOOLS HELP MODIFY SECTION SHOW DETAILS Moderator ttwomey Section GENERAL STYLES CONTRIBUTORS gt Contributors that have access to this section User Access Access External grantjm into jbl jblogas jjones jsmith mmurphy rroberts smills trisht Figure 22 Assigning Contributors to Section Screen Site Structure 3 7 O Select the check box associated with the individual users to which you wish access to be granted Creating a Link Section A link section does not contain content but links to other pages or sites where the content is available For example you may wish to link to another website from the navigation or link to a single part of the website from multiple locations SITE MANAGER Moderator Idoyle Name Output URI Status Default Workflow Show in navigation Make this a link section Meta Information Add Meta Tag Figure 23 Add Section with Create Link Section Selected The first tab is the GENERAL Tab e Name Give your section a name It is good practise to keep your section name exactly as you would wish it to appear when published For example Sales Figures as opposed to sales fig e Output URI Enables you to specify the Uniform Resource Identifier URI that a section will be published to If this field is
63. ention to Scope This document describes the creation submission and modification of content to sections within a channel e g Website Intranet etc and the principle of workflows for end users It will not describe concepts related to the administration of the TERMINALFOUR Site Manager Enterprise Content Management System which is covered in the Site Manager Administrator s Guide It does not cover the installation of Site Manager Throughout this guide there are many references to the word channel This can mean a variety of media as detailed in the terminology section however for the purposes of this guide let us assume that the channel we are referring to is a website Conventions Used in this Guide Bold Italics are used when referring to names that are visible on the screen such as menu choices tab names and fields on forms Notes refer to points that the reader should pay attention to They typically describe areas where the user could loose data if the correct sequence of actions is not followed Notes appear in boxes to both emphasise their significance and separate them from the main text Large figures and tables precede text that refers to them or can only be understood properly after the reader has seen the visual information Smaller figures will be set to the right of relevant text Figure captions are placed underneath all major tables diagrams and screenshots and are listed in the Table of Figures
64. er menus are single level When they drop down no further expansion is needed Clicking on one of the choices will result in a new screen from which the user may need to choose the next activity or section 2 5 Site Manager Tabs Screens which have several sub screens will have a row of tabs along the A WARNIN top left edge of the central pane within the screen Each tab is clickable Data Use the ADD CANCEL shown entered into one screen will persist while viewing another tab within the ne eet CR eis screen GENERAL CONTENT Content currently in this section CONTRIBUTORS REGRDBER GENERAL Contributors that have access to this section COMTENT STYLES GENERAL STYLES CONTRIBUTORS General information about the section Figure 11 Site Manager Screen Tabs As an aid to positioning the name to the right of the white arrow will change to reflect the current tab In the above figure it indicates the user is on the GENERAL tab In addition the colour of the current tab is a lighter grey than that of the unselected tabs Returning to a Previous Screen or Menu Do not use the browser back button to leave a current screen If there is an UPDATE CANCEL pair of buttons on the lower right corner of the current pane use the cancel button to quit or the update button to save any changes that have been made If there are no cancel or update choices simply choose another menu option from the top right menu ba
65. ew that is shown allows sections to be expanded or collapsed by use of the and symbols Note that Site Manager will refresh the browser display when it expands or collapses the site structure view 4 t SITE MANAGER TERMINALFOUR SHOW HIERARCHY Moderator jherbert Branch Home gt Internet E Internet Clients amp Case Studies Site Map 10 o o o o Contact Us 1 0 1 0 0 1 o O oO O Oo O About Us Soe goga Ss Products Figure 14 Site Structure Menu Buttons and Traffic lights Section Options Add Modify Delete Move amp Preview Each section within the site structure has a control object that implements a drop down menu button for that section and a set of traffic light counters This popup menu is indicated by a dark grey arrow in a square beside each of the sections Only moderators power users and administrators have privileges to create modify or delete sections This arrow will not be displayed if you are a contributor The popup menu options allow you to add a new section modify an existing section delete an existing section move a section from one location to another or preview a section DELETE MOVE PREVIEW Figure 15 Section Function Menu It is accessed by moving the mouse pointer over the drop down arrow symbol associated with the section which will cause a menu to appear 3 3 Traffic Lights To the right of the drop down arrow symbol you will
66. for which content needs to be provided and the way in which they are displayed on the final published channel 4 C SITE MANAGER TERMINALFOUR AOD CONTENT CHOOSE TEMPLATE TO USE Contributor grantim Section Home Intranet gt Sales amp Marketing 4 GENERAL INFO General Content Information Choose a template E Choose a Template z Choose a Template Description of available templates Name Description Generic Html Useful Link File Upload Publication Contact Project Figure 41 Add Content Choose a Template O Select a template from the drop down list In this example we have selected Generic Html Working with Content 4 4 Step 3 Enter Content Sample Template Generic Html This is the standard template by which most content is added through Site Manager The content is entered directly by the use into the content field using formatting methods if required depending on the type of editor in use To format your content use the tabs as they appear on the screen as shown below SITE MANAGER Moderator Idoyle ode Beck oom k Be redtom B amp B PE D i i te Select Style Times New AE 72220 Figure 42 Add Content Fill in Content The first tab shows all the different fiends that can be entered In the case of the Generic HTML template these fields include Name Title and Body text In the case of a template such as a downloadable document these field could include Name
67. ght the piece of text you wish to link click on the icon and enter the URL to which you wish to link to It is possible to link to many different types of web addresses including e mail addresses HE iy 2 db HA 7 edit HTML e E A ml GI 1 HEHE B 7 U Ta ee Normal Times New Re sample text sample text sample text sample text sample text sample text sarnple text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sarnple text sample text sample text Link to other website sample text sample text sample text sample text sample text sarnple text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample Figure 60 Selecting Text to Link From E Hyperlink E a xj Hyperlink Informatior Type maito o l URL mailto info terminalfour com Cancel Figure 61 Creating a MAILTO Link Hyperlink nformation Type http l URL http vn terminalfour com Figure 62 Creating a HTTP URL Link External Website Cancel Working with Content 4 18 Add Anchor This will create an anchor that can be linked to within the page To create an anchor You need to ensure there is a destination with
68. he browser address field or select it from the browser bookmarks The following screen should appear TIPS Usernames and passwords are case sensitive TERMINALFOUR SITE MANAGER Figure 4 The Site Manager Login Screen USERNAME TER MIA ALFOUR PASS WORD Figure 5 Detail of the Site Manager Login Screen Accessing Site Manager 2 2 Accessing Site Manager Enter your username and password into the two fields and either press return or click on the LOG IN area of the screen If you have entered an incorrect combination of username and password an error message box will appear Acknowledge the message box and re enter the login details Advanced Login TERMINALFOUR Site Manager can be configured to allow you to use your normal computer password rather than needing a specific password for Site Manager If this option is enabled a small ADVANCED button will be displayed USERNAME TERMINALFOUR nso SITE MANAGER ADVANCED Figure 6 Detail of Login Screen with Advanced Option USERNAME t TERMINALF UR PASSWORD O SITE MANAGER BASIC T LOG in Autodetect Auto dete ct Sitehianager Local Login T4 Staff Figure 7 Detail of Login Screen with Groups or Contexts From the ADVANCED button drop down menu e Groups this is similar to a Windows domain login e Auto detect this will try to authenticate against multiple users for example if there where two John Smiths the login would tr
69. in the page that you want to link to before you create the anchor link A destination point is referred to as an anchor O Click and place the mouse cursor in the location you wish link to O Click the Add Anchor button TERMINALFOUR Site Managers ma w e Figure 63 Adding a Anchor The above window will appear when you create the first anchor in a template O Type a name for the destination in the Add field This name should adequately describe the anchor s placement O Click the tick button to finalise your selection TERMINALFOUR Site Manager Choose an A Jel E Choose Anchor to Link To BE Choose an Anchor to Delete Close Figure 64 Adding a Anchor When an Anchor Already Exists If another anchor already exists the above window will open It contains additional Link to and Delete fields O Close the small window to return to the editor To Link to an Anchor text sample text sample text sarmple text sample text sarnple t text sample text sample text sample text sample text sample t text sample text sample text sample text sample text sample text sample text sample text Working with Content 4 19 Working with Content Figure 65 Selecting the Text to Link to the Anchor Destination O Select the text that you want to link to an anchor O Click the Add Anchor button O Select the target destination from the Link to drop down list The list of destinations is all
70. inking the first where you select a piece of text to link from and the second where Site Manager supplies the name of the link Custom Link Name O Highlight the piece of text that you wish to link from sample text sample text sample text sample text sample text sample text sample text sarnple text sample text sample text sarnple text sarmple text sarmple text sample text sample text sample text sample text sample text sarnple text sarmple text sample text sarmple text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text ink to another piece of Content within Site Manager sample text sample text sample text sample text sample text sarmple text sarnple text sample Figure 74 Selecting the Text to Link From O Click the CONTENT LINK button Home 0 Internet a Clients amp Case Studies a Site Map a Contact Us a About Us D Products E Prof Dey E Site Map L images Figure 75 Miniature Site Structure A popup window opens displaying the site structure O Select the section where the content is located where you wish to link to from the miniature site structure Working with Content 4 23 Working with Content Mame Status First piece Pending of content More Pending Sample Content Sample Pending document Large Pending Document e cancel Figure 76 Miniature Content Selector A popup window opens
71. is long or complex which would create a URI that may not be user friendly e Status There are three status levels o Approved This is the default status where sections will be published provided they have at least one piece of approved content within it Sections will not be published without approved content within them This avoids pages looking as though they are empty and under construction o Pending Sections which are pending are displayed in a pink colour on the site structure and can be used to launch content all at once To launch a section and its content simply change the status to Approved o Inactive Sections have been deleted and are therefore inactive Sections can be restored by changing the status to Approved or by restoring the section through the Recycle menu option Inactive sections will appear dark charcoal in the site structure view and will not be published onto the live site e Default Workflow This is the default workflow that content within the section and subsections will utilise by default e Show in navigation This is defaulted to Yes This means it will appear in your navigation Sections can be hidden from the navigation by selecting this checkbox e Make this a Link Section This determines if this section is a link section Link sections are covered further on in the guide Leave this unselected e Meta Information Add Meta Tag The metatag
72. ished If only one channel is published you will not be asked to select a channel O Select the channel that you wish to preview This will display a preview of the section using the properties and styles associated with the selected channel You can modify the contents of the page currently being previewed using the Direct Edit feature which is discussed in detail in Chapter 4 Site Structure 3 19 Site Structure CHANNELS Choose a channel to preview this section in Please be aware that some channels may be unavailable depending on the selected section Internet Site Intranet Site Figure 38 t TERMINALFOUR pO ES You are here Home gt Products gt Platforms Products Site Manager Product Overview What is Content Functionality Technical Overview Supported Platforms Future Proofed With XML Performance Security Training In Practice Yerity SwiftWeb Services Partners Client Support Our Clients News Contact Us About Us Site Map Careers Figure 39 prey ey nya Preview Select a Channel D E SN gt Supported Platforms Site Manager requires three components a database a webserver and an operating system We provide a full end to end service installing and setting up the software on your desired platform and providing support on an ongoing basis Web Content Management f 7 r Java Servlet Environment S 2 A Multiple Web Servers ORACLE BS
73. lick Cancel 4 51 The contents status is now marked as INACTIVE and a confirmation message is displayed at the top of the screen The content can now be either further modified or restored by the administrator Publishing Content After a moderator has approved content for publication it will appear on the target channel web sites when the appropriate power user or system administrator initiates an update of the channel or web sites Working with Content 4 52 Chapter 5 Reviewing Approving amp Rejecting Content This chapter describes the quality control approval and workflow process within Site Manager from a moderator s perspective CHAPTER 5 REVIEWING APPROVING amp REJECTING CONTENT 5 1 Approval Process Overview 5 2 Viewing Your Approval List 5 2 Reviewing Content 5 3 Approve or Reject Content 5 5 TERMINALFOUR Site Manager End User Guide Approval Process Overview Moderators review content that has been created or updated by contributors The process that content follows when it is created reviewed possibly reworked and finally published is called a workflow This is described in the Site Manager Administrator s Guide Even if there are no workflows set up in Site Manager the content has to be approved by an administrator power user or a moderator Contributors have no ability to approve content The number of people and steps are defined within a workflow and are different for different use
74. mber of fields required will depend on the meta data standard you wish to meet i e Dublin Core etc This is different for every client and is something that should be set up at the time of installation When populated if you select the Meta Tag option a window will appear allowing you populate the meta data with the specific section You will need to add a T4 tag described later in order for the meta tag to appear within your style When you have entered the information correctly O Click ADD You will be returned to the site structure O Select the section you have just added as a link section O Hover your mouse over the down arrow associated with this section O Select MODIFY from the popup menu O Click the DETAILS tab Se ction Home gt internet gt Services gt Sales gt External Sales Link type Link section Link URL Section o External URL m Link target Figure 24 Creating a Link Section Internal Link A link section is specified at the time of creating a new section within the site structure by checking the box Make this a link section Creating an internal link To create an internal link to a section within Site Manager O Select Section in the Link Type section O Click in the Link Section field A window now opens containing the site structure O Select the section you wish to link Site Structure 3 9 A unique identifying number will appear in the box to indi
75. mple text sample text sample text sample text sample text sample text sample text s Figure 68 Selecting the Text to Link From O Click the SECTION LINK button Home 0 Internet 0 Clients amp Case Studies m Site Map a Contact Us a About Us D Products a Prof Dev a Site Map D Training a Images Figure 69 Miniature Site Structure A popup window opens displaying the site structure O Select the section you wish to link to from the miniature site structure text sample text sarmple text sample text sample text sample text sample text sample text text sample text sample text sample text sample text sample text sample text sample text text sample text sample text sample text sample text sample text sample text sample text text sample text sample text Link te another section within Site Manage sample text sample text sample text sample text sample text sample text sample text samy Figure 70 Completed Section Link with Custom Text 4 21 The link will now be created around your custom text ON NOT ES Site Manager Link Name O Place your mouse where you would like to place the link without highlighting a complete piece of text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sarnple text sample text sample text sample text sample text sample text sample text sample text sarnple text sam
76. nables you to copy content from section to another Selecting this will launch a popup window containing the site structure This enables you to choose the destination location e MOVE Enables you to move content from section to another Selecting this will launch a popup window containing the site structure This enables you to choose the destination location e DELETE Enables you to delete the selected content A warning message will subsequently be displayed in order to allow you to confirm the action e PREVIEW Enables you to preview the selected content Viewing Content History amp GENERAL INFO CONTENT PLACEMENT SITES OPTIONS HISTORY gt ersion History for this piece of content Name Yersion Owner Last Modified Previous IMGtest 1 0 admin Tue 14 Sep 2004 20 26 03 IST 0 2 a View IMGtest 0 2 admin Wed O07 Jul 2004 20 38 00 IST 0 1 a View June 0 1 admin Wed 07 Jul 2004 20 37 30 IST 0 0 View Figure 109 Show Content History To view the history of a content item Select MODIFY from the CONTENT menu Select a section with content in it with the content item whose history you wish to view Select HISTORY from the drop down menu O OOO Set Active Set Active Hover the mouse pointer over the down pointing arrow associated A history of the piece of content will be displayed To view one of the previous versions of content O Click the View button associated with the content version that you wish
77. nnel Viewing the Site Structure Site Structure The main pane will display the site structure after choosing Site Structure from the CONTENT menu The view that is shown allows sections to be expanded or collapsed by use of the and symbols Note that Site Manager will refresh the browser display when it expands or collapses the site structure view In the comparison figures it will be seen that the root Internet has four branches one of which Clients amp Case Studies has an indication that it contains further branches However Site Manager also allows the order of the sections within the tree to be controlled as can be seen by the different positions of the branches within the Site Structure Clicking on the plus sign in Site Manager s site structure view will expand the tree clicking on a minus sign will collapse the tree Creating and maintaining the sections within Site Manager is analogous to creating and maintaining a folder tree on a Windows machine The similarity extends also to the Recycle bin and Lost found folders on hard disk file structures Site Manager maintains an area where content is held pending final deletion after contributors and moderators have removed it from their sections 3 2 Site Structure To display the site structure in the main pane O Select SITE STRUCTURE from the CONTENT menu CONTENT ADD MODIFY DELETE r SITE STRUCTURE APPROVE The vi
78. ns are available e Edit Enables you to make further changes to the content item This will open a new window Once you have competed making the change click the UPDATE button and then close the window e Published Channels This listing shows the channel on which this content is published Clicking on the name of the channel enables you to accurately preview the content you are reviewing e Show History Allows you to see the modification history of the content Reviewing Rejecting amp Approving Content 5 4 Approve or Reject Content Once reviewed content can be approved or rejected by clicking on the APPROVE or REJECT buttons at the bottom of the screen Depending on the workflow utilised a number of people may have to sign off the content prior to it being released to the channel In some cases an email to the original contributor will be sent if the content is rejected An optional Comments field maybe displayed which enables a moderator to log comments in relation to a piece of content reviewed Reviewing Rejecting amp Approving Content 5 5 Chapter 6 Modify Profile This chapter describes how to change your user details and password CHAPTER 6 MODIFY PROFILE Viewing Your Profile Modifying Your Password Modify the Default Language Modifying Your Email Address Modifying Your Default Editor 6 1 6 2 6 3 6 3 6 3 6 3 TERMINALFOUR Site Manager End User Guide Index Viewing Your Profil
79. nt Listing Showing a Locked Piece of Content Content currently being updated by a user is shown in the list as locked A small lock icon will be displayed beside the name of the content item Placing your mouse over the icon will display the name of the user currently editing the piece of content Should you click on the content to modify it and if you are not the person who owns the lock a message will be displayed to inform you that the content is currently being edited by another user Should a user forget to click the UPDATE button while editing the piece of content the content will remain locked until the lock expires The expiration of the content will occur based on a configuration setting set up by an administrator Mirrored Content Content that has previous been copied or mirrored will be displayed with a small star icon Should you try to delete a piece of content that has been mirrored it will warn you and give you the option to delete all version of this content or just this instance GENERAL STYLES GROUPS POWER USERS MODERATORS CONTRIBUTORS TEMPLATES REORDER gt Content currently in this section Automatic Ordering Enabled C Method alphabetical A Z Existing Content Add Content Name ersion Status Last Modified Move Lock Search the welo 6 0 Approved 16 Feb 04 12 57 35 A 2002 06 20 alal Pending 16 Feb 04 12 57 35 4 2002 09 05 3 0 Approved 16 Feb 04 12 57 35 A 2002 0
80. ntent 4 50 Working with Content 4 t SITE MANAGER TERMINALFOUR CONTENT RIGHTS amp ROLES TOOLS HELP Administrator creative ENGLISH DELETE CONTENT SELECT CONTENT Section Home gt Intranet gt Finance DELETE gt Documents itle Version Last Updated Status 2004 11 20 22 37 04 0 Pending 2004 11 20 20 45 58 0 Pending 2004 11 20 20 46 29 0 Pending 2004 11 20 20 46 51 0 Pending First piece of content 0 4 More Sample Content 0 2 Sample document 0 3 Large Document 0 2 Figure 111 Deleting Content Selecting a Piece of Content You are presented with a list of all content contained in the selected section O Select the piece of content you wish to delete by clicking on the underlined content item s name 4 t SITE MANAGER TERMINALFOUR CONTENT RIGHTS amp ROLES TOOLS HELP CONTENT MANAGEMENT Administrator creative Successfully marked the content for removal from the system It will no longer be published Section Home gt Intranet gt Finance DELETE gt Documents itle Version Last Updated Status First piece of content 0 4 2004 11 20 22 55 32 0 Inactive More Sample Content 0 2 2004 11 20 20 45 58 0 Pending Sample document 0 3 2004 11 20 20 46 29 0 Pending 2004 11 20 20 46 51 0 Pending Large Document 0 2 Figure 112 Delete Content Status Now Inactive O Confirm that you want to change the content s status to inactive by clicking OK If you do not want to change the status c
81. of Site Manager will involve different sets of users and even different stages e g a page of content for a single language site will be generated by a contributor and reviewed by a moderator before being published a page of content that is to be presented in two languages will be generated and reviewed but then translated by another contributor and reviewed in the second language before being published Workflows are defined and modified by administrators Publishing Site Manager controls the publishing of content to a variety of channels including websites intranets mobile phones or even to paper documents Typically updates to channels will be released on a scheduled basis rather than instantly This is to allow you some time if content that should not be published 1 9 Introduction User Accounts Site Manager permits access to individual accounts set up and maintained by the system administrators Accounts take the form of username and password pairs Usernames and passwords must be unique within the system Users may be combined into groups by the appropriate power user or administrator to simplify assigning rights and roles within Site Manager Site Manager also supports LDAP and NTLM single sign on functionality where users can utilise their existing network username and password Any questions in relation to logging in should be directed to your Site Manager administrator Site Manager Users The people who us
82. oge Borough Council Partners ORACLE SYBASE Multiple Database Platforms goes live with Site Manager Client Support Sun Multiple Platf a ahaa Am AEOS TERMINALFOUR announces Contact Us partnership with Site Map Careers Figure 2 Example Web Page Explaining Styles Templates refer to the editable areas which can be placed inside your style You can have many templates situated within each page to which a style is applied Templates are created and modified by the administrator who will assign them to the sections within the site where they can be used Each template will have a name description and default workflow defined by the administrator It will contain one or more elements e g html image plain text file date check box select box multiple select or radio button Examples of these are given later Elements are the fields that need to be filled out when adding content For example a Press Release might have the following elements Title Abstract Text of Press Release and Release Date which refer to the editable areas which can be placed inside your style Navigational Objects refer to the objects that navigate you throughout a site for example a menu button a drop down menu latest news etc Site Structure refers to the structure that defines the menus within a channel such as the navigation within website Site Manager implements a tree structure of root and branches similar in concep
83. ou are sure that you have made the same misspelling throughout the template content O If you do not want to alter the spelling of a word click the Ignore button This may occur for example if you are using a person s name that only appears once but is spelt correctly If the same term appears frequently and you do not want to have to actively ignore each instance O Click the Ignore All button to ignore all instances in the template content The unrecognized word may actually be a word that will appear frequently on your pages such as a proprietary term If you want to avoid repeated 4 30 prompting you can add the word currently in the Not in dictionary field to the spell checker s dictionary O Click the Add button to add the word to the dictionary The word will now be recognised by all future spell checks A message box informs you when spell checking has been completed Figure 88 Spell Check Complete Message Numbered This will generate sequential numbers on a list Select the text and click this button to apply is formatting to the text Bullets This will create a bullet pointed list Select the text and click this button to apply is formatting to the text Decrease Indent This will decrease the indent moving the text further to the left Select the text and click this button to apply is formatting to the text Increase Indent This will increase the indent moving the text further to
84. pears on web pages You can apply a style to every page within your channel ensuring you have continuity throughout your work Styles are assigned to parts of the site structure based on the channel that is being published Templates define the way in which content is defined within Site Manager Typically templates in contrast to styles relate to the editable regions of the page The definition of a template comprises the elements or fields that a contributor can enter when adding content and the formatting which defines how the content should be displayed when published The user should be familiar with navigating around the site structure and should also know the sections of Site Manager within which they are allowed to create or modify content SSM O08 8 o Template Properties Note The only item that A template has two main properties elements and formatting differs between templates is the fields that need to be The elements are the fields that a user adding content needs to complete completed Template elements can take the form of number field types including text boxes drop down lists and a large HTML WYSIWYG editor The formatting s for each template dictates how that template will be displayed when published Where a template is published across a number of channels such a via a mobile phone or web browser a formatting will be needed for each output channel where the actual output specification is different i e
85. ple text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample Figure 71 Selecting the Link Location O Click the SECTION LINK button Home m Internet WE Clients amp Case Studies a About Us 0 Products D Prof Dev E Site Map m images Figure 72 Miniature Site Structure A popup window opens displaying the site structure O Select the section you wish to link to from the miniature site structure sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text Products sample text sample text sample text sample text sample text sample text sample text sample Figure 73 Completed Section Link The link will now be created around your custom text with the name populated from the section name within Site Manager i e the section selected above was Products Working with Content 4 22 Content Link This will create a link to a specific piece of content within a section within Site Manager There are two methods of l
86. r Please be aware that sometimes TERMINALFOUR Site Manager displays ADD windows within windows Depending on the size and resolution of your screen this will create a number of scroll bars Figure 12 Location of ADD UPDATE CANCEL Buttons Accessing Site Manager 2 6 A WARNING Accessing Site Manager Logging Out of Site Manager To terminate a Site Manager session properly CONTENT O Select LOG OUT from the CONTENT TEADA menu gt MODIFY Remember to click on UPDATE or ADD to _ save your changes before logging out SITE STRUCTURE APPROVE Inactive sessions are logged out automatically after a certain period of time Your administrator can set the time to allow a greater or lesser period before the session is made inactive Closing the browser window without logging out first may not properly activate any changes made during the session 2 Troubleshooting Logins and Menus Access to Site Manager The wrong URL has been entered in the browser address bar This URL is case sensitive The browser may not be compatible with Site Manager e g browser too old Users using old browsers can still add content using eForms so contact your administrator The URL may be inaccessible because of firewall restriction or network configuration The user account might not have been created The username and password might have been entered incorrectly they are both case sensitive Site Manager might hav
87. r HTML tags Advanced formatting No need to enter HTML tags Extensible XHTML compliant code Platform independent Browser independent Minimal training needed Platform independent Java Browser independent Not installed by default Microsoft Windows needed Recent Browser Version Supports both Gecko amp IE browsers HtmlArea Advanced formatting Supports all HTML tags not required browsers including XHTML compliant code Internet Explorer and Mozilla Firefox The initial editor assigned to a new user should conform to the system constraints e g the Active X editor would be inappropriate on a Unix system or the Iframe editor inappropriate where Netscape Navigator is the default browser Introduction 1 8 Introduction Content Site Manager administers the generation modification approval and eventual publication of content Content describes material that can be presented through a variety of channels For example Press Releases Attachment Files Standard Text Pictures Contact Details and Product information Site Manager can publish to a wide variety of platforms and formats including standard HTML pages There is no restriction on the number of file types can be published through Site Manager Standard document types PDF files Word and Excel files Images can all easily be published Content can also refer to business data such as information submitted by users through eForms facilities
88. re needs to replicate the structure of the target web site or channel Adding a Section 4 C SITE MANAGER TERMINALFOUR SHOW HIERARCHY Moderator jherbert Branch Home gt Internet E Internet Clients amp Case Studies Site Map l Contact Us L About Us Products Prof Dev l Site Map Training i ED images Figure 19 Site Structure Showing Section Functions Menu Ensure that the site structure is showing and expanded to indicate the parent section within which the new section will be created To do this O Select SITE STRUCTURE from the CONTENT menu O Fully expand the section to indicate the parent section O Hover the mouse over the down pointing arrow associated with your chosen parent selection O Select ADD from the popup menu You will be presented with first of several screens which need to be completed to successfully add your section Site Structure 3 5 SITE MANAGER Name Output URI Status Default Workflow Show in navigation Make this a link section Meta Information Add Meta Tag Figure 20 Add Section Screen General tab The first tab is the GENERAL tab and it details the following e Name Give your section a name e Output URI Enables you to specify the Uniform Resource Identifier URI that a section will be published to If this field is left blank then the section s name is used when publishing This is useful if the section name
89. rs content types and organisations Viewing Your Approval List O Select APPROVE from the CONTENT menu CONTENT ADD gt MODIFY BELETE ch SITE STRUCTURE APPROVE SITE MANAGER Moderator tiwomey Last Modified Section Workflow Fri 09 Apr 2004 10 40 11 IST Products Figure 113 Approve Content List You will see a number of tabs for approving content The tabs present will depend on how your administrator has set up your system e PENDING Lists all the content that is awaiting review and approval e INACTIVE Lists those contents that have been marked inactive This includes content that is no longer associated with any section This tab may be disabled by your administrator e WORKFLOW Lists all the current workflows Enables you to determine the number of steps that content must pass through before final approval This tab may be disabled by your administrator A list of content items awaiting approval will be displayed The following information will be listed e Title The name of the content item Reviewing Rejecting amp Approving Content 5 2 e Priority A small graphic illustrating the priority of the content using a dot Hover the mouse pointer over this dot to determine the priority level e Last Modified The data and time when the content was last modified e Section The section in which the content is published e Workflow f amore complex workflow is utili
90. sed the workflow and step will be listed here for information purposes To individually examine review and approve content items O Click the name of the content item that you wish to review or approve Selected Approval Selected approval enables you to approve multiple content items simultaneously without the need to review each item individually lf your administrator has enabled selected approval it will be indicated by one additional column e Approve Selecting this check box marks the content item for approval If you want to mark all pieces of content for approval O Select the Select all checkbox at the bottom of the content listing Once you have marked all the content pieces that you wish to approve O Click the APPROVE button The marked content items will be approved Reviewing Content 4 t SITE MANAGER TERMINALFOUR APPROVE DOCUMENTS Moderator ttwomey Title Sales Informal Beuit Published Channels Section Home gt Internet gt Products Internet Site Owner admin Version 0 1 E Showdistory Figure 114 Approve Content Review Content Screen The following information is displayed Reviewing Rejecting amp Approving Content 5 3 Title The name of the content item e Section The full section path to where the content item is displayed e Owner The owner creator of the content item e Version The exact version number of the content item being reviewed The following optio
91. seeceeeeseneessaaees 1 4 OO aie ces ee ee 4 17 Se nn eae ene ere ene ears eee 7 1 CU apse canes tac anatase A E cane 4 17 BF Sane a se E 4 16 Decrease INdeN1 cccccccseeecseeeceeesaeeeeeeeseeeens 4 31 OE TOI s a a a E 4 17 lS AS 9 ee ae oes EEE en ee re ee an 1 7 4 2 FIE FIGI eee neerene tee EN 4 16 Files in Templates cccccsccceseeceeeeceeeseeeeseeeens 1 3 FON APEA weenie eect EEE E AE EEA E A A 4 35 B 1 0 6 0 sae a E E T 4 33 FF QM IC ee EEE E E TE dene 4 35 Font Style T VDC aces icnesttmsdineszehsestinesiaimneensatuatedgeenss 4 35 FOF IM AUG eaei tats E 4 2 Group VST NOW serou seed cote ecessoeeeceecarccadecasetsptesennaceesesensec 7 1 MEMEL ACA eee E ee 1 8 BAN ee E E EE 1 8 Increase Indent ccc ceeccceccceeeeceeeeeeeeeseeeeaeeeeaes 4 31 Insert Table ccccccccsecccsseecseecceeceseeceeeesseeesaees 4 36 DN EE E N incre Adina E A EE E A decane 4 32 1 5 1 9 OV OPVICW odie cna scewSoenctebenesdancdedessdestoundectwensddendens 1 9 LOAR aeie A aiaeeh ees 1 3 1 10 2 3 2 8 7 1 EOR AI rasa E 4 35 EOJ NG OUT ee ES 2 8 aciga MI AUG EE E E E A 2 8 Index Media Library Adding Media Items to Content 008 4 27 Configuring the Media Library cccee 4 38 Merge CONS acs bacacdittevstsnpenesndudlaneoedadiundandssesoniaiacsen 4 37 Meta data 0 ccceceececceceeeeceeeeeeeeeeeeeeeeeeeeeeeeeeneeeees 3 6 IST VAG E E E PE E E 7 1 Moderator
92. shows the user what action they are performing or what menu they have selected Accessing Site Manager 2 4 A WARNING If the browser back button is used to return to a previous screen the contents of any data fields will be lost Only use Site Manager methods to return to previous screens or cancel actions Accessing Site Manager Site Manager Menus 4 t SITE MANAGER TERMINALFOUR CONTENT RIGHTS amp ROLES TOOLS HELP MODIFY SECTION SHOW DETAILS GSEs Moderator jherbert MODIFY ENGLISH DELETE Section Home internet gt Products latter Latacas an Z APPROVE LOG OUT GENERAL CONTENT STYLES CONTRIBUTORS REORDER gt General information about the section Neri produce TT Status Approved z Default Workflow NONE z Show in navigation v 3 Duplicate Branch Meta Information Add Meta Tag Figure 9 Sample Site Manager Screen The main menus within Site Manager are grouped conveniently along the top right border of the central window SITE MANAGER COATENT Contributor granth ro Figure 10 Site Manager Menus Each menu will drop down when the mouse pointer is moved over the menu name Moving the mouse pointer down to hover over the menu choices will cause an extra pop up box to appear In the preceding figure notice that the role and user name of the logged in user are shown below the menus and immediately above a tab specifying the current language in force Site Manag
93. specified Enter a date and time into the Expiry Date field to specify when a piece of content will be removed from the live site Once the expiry date and time has been reached the content will remain active but will not be published onto the live site Enter a date and time into the Review Date field and a reminder email will be dispatched to the content s owner on that date to remind them that they should review the quality and accuracy of the content originally submitted In order to archive or move a piece of content to an alternative section on a specific date and time in the future click in the white box adjacent to the heading titled Archive Section This will display the site structure in a pop up window Select a section to which you wish to move or archive the content too The content will be moved on the date specified by the Expiry Date field instead of being removed from the live site 4 8 Working with Content E TERMINALFOUR Site Manager Choose a Section Microsoft Internet Explorer Home 5 Internet E Clients amp Case Studies B Site Map m contact Us E About Us 5 Products D Prof Dev E Site Map 5 Training a images O Intranet E Research amp Development a Strategy m Current Status Patents E Human Resources B Sales amp Marketing m Finance 5 Document Repository B Monthly Reports m Budgets Figure 47 Selecting the Section to Archive 4 9 Working with
94. t sample text sample text sample text sample Figure 78 Selecting the Link Location O Click the CONTENT LINK button 4 24 Home Internet oO Clients amp Case Studies a Site Map a About Us D Froducts D Prof Dev E Site Map o Training BB images Figure 79 Miniature Site Structure A popup window opens displaying the site structure O Select the section you wish to link to from the miniature site structure E TERMINALFOUR Site Managers Mame Status First piece Pending of content More Pending Sample content Sample Pending document Large Pending Document e cancel Figure 80 Miniature Content Selector A popup window opens displaying the pieces of content in the selected section O Select the specific piece of content you wish to link to Working with Content 4 25 SITE MANAGER CONTENT RIGHTS A ROLES TOOLS HELP ADD CONTENT ENTER CONTENT DETAILS Administrator creative ENGLISH Section Home gt intranet gt Finance 4 GENERAL INFO CONTENT PLACEMENT SITES OPTIONS gt Template Generic Html Name Sample Content Title Sample Content On a BeA Tet BtEHBE i B u e Normal Times New rall sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sample text sampl
95. t to the filing systems of Microsoft Windows and Unix systems The basic container within this structure is called a section and can itself contain further sections links to sections and content Introduction 1 7 WYSIWYG Editors HTML When adding a piece of content it is possible to format the content using a facility similar to most Word processing packages Example features includes formatting such as Bold Italics and Underline This facility is known as a WYSIWYG Editor What You See Is What You Get as you can visually see the changes you are working and do not have to wait for the channel to be published Should a template contain a WYSIWYG field a WYSIWYG editing component is utilised The different types of WYSIWYG editors will be described briefly here detailed description of using each type can be found later in this guide i7 oo om Bs F edt f FE pal ee Select Style Times Mew JAJE S FI Figure 3 Detail of WYSIWYG Editor Depending on the browser you utilise a slightly different WYSIWYG editor will be used This guide will focus on the IFrame editor as it offers the highest level of functionality Template Description Editor type Normal HTML textarea TERMINALFOUR Java Iframe Xhtml Basic text entry No formatting toolbar HTML tags manually inserted if allowed Standard formatting No need to enter HTML tags Advanced formatting like a word processing package No need to ente
96. table within the database must be populated with a list of metadata fields that you wish to utilise The type and number of fields required will depend on the metadata standard you wish to Site Structure 3 6 meet i e Dublin Core etc This is different for every client and is something that should be set up at the time of installation When populated if you select the Meta Tag option a window will appear allowing you populate the meta data with the specific section Your administrator will need to add some information into the website style in order for the meta tag to appear within your style The second tab is the STYLES tab TERMINALFOUAR CONTENT RIGHTS ROLES TOOLS HELP MODIFY SECTION SHOW DETAILS Moderator ttwomey Section GENERAL STYLES CONTRIBUTORS Styles related to this section Channel Style Internet Site Inherited Intranet Site Inherited SIPTU Inherited Kerry Group Test Inherited z Figure 21 Section Alter Styles Screen O Select the drop down list associated with the channel you wish to apply the style to In this example the Internet Site O Select the style from the list o Inherited styles this will apply whichever style the parent section has applied Created styles these are styles created by your administrators from which you can select a standard design To apply multiple styles select each style for each channel displayed The following tab CONTRIBUTORS
97. tains the path of the media item to upload to the database You can type the path name in directly or locate the file using the Browse button e Thumbnail Contains the path of a thumbnail of the location item If you do not specify one Site Manager will attempt to create one from the media item itself The thumbnail is used to preview the item e Categorisation Enables you to specify whether the item should be stored in the common shared Categorised section or if the option is available in the My Media section By default the media item is inserted into the category that you added it at To make the media item available to other categories O Click the CATEGORIES tab Working with Content 4 40 Working with Content 4 GENERAL CATEGORIES gt Media Categories People E Photos E Animals x _ oo camom Figure 96 New Media Item CATEGORIES Tabbed Page You are presented with a hierarchical list of all media categories Each category that you have write access to has an associated checkbox denoting if this media item is available to that category Any category that you cannot write to will be marked with an X Please note that by default a media item made available to a category will only be made available to sub categories if specifically stated on the CATEGORIES tabbed page You need to commit the media item once all the values have been entered O Click the UPDATE button The media item is now committed
98. te Manager is concerned with the creation review and publishing of content to web sites Internet intranet and extranet and therefore can be compared to the process of publishing periodicals where journalists and correspondents gather together material submit the material to an editor who may reject it pass it back with suggested changes pass it for publication or put it on hold for later publication The publishers convert the material supplied to them by the editors into periodicals that subsequently appear in outlets for the general public to read Below is a flow diagram showing the paths through which the content can pass to arrive at the publishing channel Content auihors with varying rights and roles Add amp Modify Content Approval Cycle ww Management Auditing and Management Reporta i E Publishing Slyle6 amd Templates intranet Syndication ML iples Irfa rmal WA PISMS Cami mines Exbrarnt Channels Figure 1 Site Manager Overview Site Manager also provides comprehensive business process automation eForms and self service functionality to allow organisations share information efficiently and improve business processes Site Manager administers the creation modification approval and publishing of content through numerous channels such as websites and Intranets Site Manager also provides comprehensive business process automation eForms and self service functionali
99. ting link test section moo k Test workflow Products X Another test Services n WIG lalinksection another link section esting link section est workflow Another test Figure 50 Enabling Direct Edit O Select Toggle Editors from the popup menu An open folder icon appears beside each template area on the current page You can hover the mouse pointer over this icon to give you details about that template s name version language and owner E 3004 1 0 28 lots of content test It s easy to use Direct Edit to manipulate both text and images Ci ae Figure 51 Selecting a Template L Click the Folder icon beside the template that you wish to edit The editable template area is outlined Templates are composed of elements each of which is edited individually in Direct Edit mode Visible elements that can be modified are indicated by an icon You are here Home gt Services Main Menu W004 10 28 lots of content test About Us Fi Contact Us duplicated stuff It s easy to use Direct Edit to manipulate both text and images language switcher test moo Products Services a link section Figure 52 Modifying an Element O Click the modify icon to edit the element Working with Content The popup window that opens depends on the element type that you are editing Plain text element Explorer User Prompt Oo x Script Prompt Update Element Cancel
100. tion To add a sub category O Right click the category CATEGORISED MEDIA where you want to create a sub category O Select Add Sub Category from the popup menu Cate gory PIN add Sub Cateqor Animi Rename y Delete Media Add New Show Existing Or O Click the Add New Category button on the Media Library toolbar You now enter a name for the category or sub category and click the OK CaATEGORISED MEDIA button To delete a category that you have write access to CATEGORIES People O Right click the category aar name Wa Sategory O Select Delete from the Animals add Sub Category popup menu Rename O Confirm or reject the TE deletion ENET This will delete all images contained in Show Existing this category as well as any sub categories and their contents CATEGORISED MEDIA To rename a category that you have write access to CATEGORIES Ch O Right click the category People Photos Animals name O Select Rename from the popup menu O Type the new category name in the text box and click OK Category Add Sub Category Rename Delete Media Add New Shaw Existing A media item is a single piece of media such as an image a sound file Microsoft Office Document or an Adobe PDF document Media images are designed to be inserted directly into a page Media Items Creating a Media Item A media item exists in one or more categories You can cre
101. to the database and you are returned to the main media library screen where it will now appear in all categories that it was assigned to Viewing and Downloading Media Items Media items may have accompanying previews that can be used in Media Library To view a media item you need to first select it O Click the media item you wish to view Media ar Sele O Right click the item Dorri bd O Select Select from the popup ae lete menu The media name and type are displayed in the Media Name and Media Type fields Media Hame Butterfly Media Type Image Media Preview Figure 97 Media Item Information To preview the item O Click the Media Preview link The preview if available appears at the bottom of the Media Library 4 41 You may wish to view the full media item if no preview is available or if a preview is not suitable for example in the case of a Microsoft Office document To view the full media item O Click the Download button for a selected item Or Butterfly Crowd Right click the media item you Media wish to view O Select Download from the popup menu Director The media item will be retrieved from the database and opened in the application that the file type is assigned to To list only a particular type of media in Media Library O Select the media type from the All Types drop down list O Click the Filter button Selecting All Types from the drop down list will enable you to
102. to view 4 49 To use an older version of content O Click the Set Active button associated with the content version that you wish to use Deleting Content When you delete an item of content in Site Manager you do not remove it from the system Instead your administrator or power user will approve the deletion before it disappears from your view ADD CONTENT gt MODIFY To delete an item of content O Select DELETE from the CONTENT menu GELETE h SITE STRUCTURE APPROVE The main screen will change to display the site structure 4 t SITE MANAGER TERMINALFOUR CONTENT RIGHTS amp ROLES TOOLS HELP DELETE CONTENT CHOOSE A SECTION Administrator creative Home O Internet 0 Clients amp Case Studies 2 Site Map 2 Contact Us os About Us 0 Products 0 Prof Dev a Site Map 0 Training 5 Intranet 0 Research amp Development a Strategy a Current Status i Le Patents 0 Human Resources a Sales amp Marketing j a Finance an O fon oO toy O fr O Re e bo e es oOo E e P O E oo ES b fon o fon Oo fee o He o ee o fee e E o Ree o fee o O OI O G O O O l TGO O G O Gl Oo fey oO fos OTG TOU 0 Document Repository Figure 110 Selecting Content Select a Section O Expand the tree as required until the section that you want appears as an underlined link O Click the section where the content you wish to edit is located Working with Co
103. ty to allow organisations share information efficiently and improve business processes Site Manager e manages the information architecture of content through a tree folder structure containing content which is organised into sections 1 2 e manages users and their roles controlling access to different sections and granting or denying privileges e manages the styles templates and navigational objects used to create consistent on line content e supports workflows defining the processes content must pass through before publication e manages content where it is being published in multiple languages e allows administrators to publish content to designated web sites and purge old content from within the tree structure Business Features of Site Manager End User Content Creation Automated Website Management Multimedia Library Design Styles amp Templates Legacy Data Integration Legacy Application Integration Document Publishing amp Management Version Control File Locking amp Rollback Advanced Search Facilities Content Re use and channel Independence Web Accessible Publishing eForms Self Service Applications Portal Integration Collaboration Customisable Workflow User Rights Roles amp Security Personalisation Alerts amp Triggers Auditing amp Reporting Multi Language Support Unicode Single Sign On LDAP Introduction 1 3 amp NOTES Notes refer to points that the reader should pay att
104. ure 98 Figure 99 Figure 100 Figure 101 Figure 102 Figure 103 Preview Content Select channel ccccceeee 4 10 Enabling Direct Edit cc ecceecceeeceeeseeeeeeeneeeaees 4 11 Selecting a Template cccccccccseceeececeeeeeeeeeeeeaees 4 11 Modifying an Element ccccccceseeeeeeceeeeeeeeeeeeees 4 11 Plain Text EIOMON1 cece cece eeceeeeeeteeeeeeteeeseeeaees 4 12 FACET Elemen wiceanneanacacaueunananucneducsspeyatesnauiesmeneaunecnieene 4 12 Date EIOMeN ccc cc cccceecceeeeeeceeceeeseeteeseeeseeeeeenaees 4 13 Saving Modified Content ccccccceccceeeeeeeeeeeeeaees 4 14 Add Content Detail of Add Button eee 4 15 screen Displayed Following Content Add 4 15 Iframe HTML Editor cc cccccccceeeeeeeteeeteeeteeeeneeenees 4 17 Selecting Text to LINK From cccceeccceeceeeeeeeeeeeees 4 18 Creating a MAILTO Link cece eeccceeeeeeeeeeeeeaees 4 18 Creating a HTTP URL Link External Website 4 18 Adding a ANCHOT cisssceengseeoiacouscect tases ensecesnceeencmensnscone 4 19 Adding a Anchor When an Anchor Already Exists 4 19 Selecting the Text to Link to the Anchor Destination 4 20 Selecting the Anchor to Link to cceccceeceeeeeeeeeee ees 4 20 Completed Anchor Link cccceecceeeceeeeeeeeeeeeeeeees 4 20 Selecting the Text to Link From cccccce
105. view all media files Modifying and Deleting Media Items If you have write access to a category you may modify or delete any media items it contains To modify a media Butterfly Crowd item Select Director Download Right click the media item that Modif you want to modify Peleti Select Modify from the popup menu Or O Select the media item you want to modify O Click the Modify button Menu items are modified using the same options that are listed above for creation To delete a media item O Right click the media item that you want to delete O Select Delete from the popup menu Or O Select the media item you want to delete Click the Delete button Working with Content 4 42 Working with Content Modifying Content To modify content O Select MODIFY from the CONTENT menu The main screen will change to display the site structure CONTENT ADD MODIFY BELETE ch SITE STRUCTURE APPROVE ti TERMINALFOUR MODIFY CONTENT CHOOSE A SECTION Home 5 Internet O Clients amp Case Studies a Site Map a Contact Us a About Us O Products 0 Prof Dev Training Intranet a Patents SITE MANAGER CONTENT RIGHTS amp ROLES TOOLS HELP Administrator creative San O DEE O tan KEK tan as Oo es EK ae Oo peg o on O O O O O GI CO GI eK OI O OG Oo OG lO one O fn O fon O bam O fom O far O fy O fa oO Figure 98
106. y both until it found the one with the matching password e NTLM this will automatically log you in using your windows password Usually most end users can ignore these settings If you have any queries please direct these to your Site Manager administrator All remaining interaction with Site Manager should be by the menu options and click able areas within the main browser window there is no need to use any of the browser menu options or toolbars Using the browser back button will return to the last distinct browser state not necessarily the last Site Manager activity 2 3 Site Manager Screen Design TERMINALFOUR SHOW HIERARCHY Hierarchy Home 0 Internet Intranet Figure 8 Show Hierarchy Page Menus Arrow A The main menus within Site Manager are grouped conveniently along the top right border of the central window Within each menu are the options and commands available to your login Status i e if you log in as a contributor you will not have all of the options as an administrator login Who You Are Arrow B This shows who you are logged in as and the status of your login e g administrator moderator etc Language Switch Arrow C If your system has more than one language specified clicking on the English will enable the user to select another language The site structure or content will then be displayed in the alternative language What Are You Doing Arrow D This
107. ypASE Multiple Database Platforms A A Multiple Platforms Preview of Published Content Look Site Manager gt Technical Overview gt Supported AT arga TERMINALFOUR gt Contact Us gt Sitemap TERMINALFOUR exhibiting at Internet World London TERMINALFOUR at Butler Group Symposium Worthing Borough Council goes live with Site Manager TERMINALFOUR announces partnership with Verity 3 20 Chapter 4 Working with Content This chapter provides information adding modifying moving copying and deleting content within Site Manager CHAPTER 4 WORKING WITH CONTENT 4 1 Content Overview 4 2 Adding Content 4 3 Content Fields 4 16 Using the Media Library 4 38 Modifying Content 4 43 Modify Menu 4 49 Deleting Content 4 50 Publishing Content 4 52 TERMINALFOUR Site Manager End User Guide Content Overview Content can be created added modified and deleted by all users within Site Manager using predefined templates These templates define types of content and ensure that consistency is maintained throughout the site Examples of templates include Press Releases General Text Staff Information and Downloadable Documents The content once approved and published is displayed on the target web site with a specific style and design surrounding it Styles and templates are created and modified by administrators or power users Styles are used to standardise the appearance of content when it ap

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