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CQ5 WCM User Guide - Adobe Experience Manager 6.1

1. 4 Refresh the Page List Right click the newly created page and select Open in the drop down menu 5 The page opens Click Edit Blueprint My Blueprint e Thumbnail Settings E 6 Inthe dialog in the Settings tab e Name name the Blueprint e Description describe the Blueprint this is not mandatory e Source Path set the site path of the Blueprint 1 Click the arrow to open a dialog 2 Inthe dialog navigate to the desired site Click OK to close the dialog CQ 5 2 WCM Page 175 of 225 Copyright 1993 2009 Day Management AG Day Multi Site Manager Note You can also type the absolute path of the site Note The Source site must have the same site structure as Geometrixx for its languages and chapters children pages of the language pages Blueprint Settings Settings Thumbnail Image My Blueprint informative name Description informative description Source Path foontent fgeometrixx Source path For the new sites In the Thumbnail Image tab specify a thumbnail this is not mandatory It will appear in the dialog when creating a Live Copy Click OK to close the dialog The Blueprint definition page looks as follows Blueprint My Blueprint e Source content geometrixx me Settings Edit T e Thumbnail fcontent geometrixx 5 Geometrixx Demo Site CQ 5 2 WCM Page 176 of 225 Copyright 1993 2009 Day
2. ccccccccceccecsececeeceeeeeeceeaeeeeseeeeeeeseeseeeessesesaeeeeseeaees 146 10 2 How and when can Personalization be used cccccceecees eee eeeeseeeeeeeseeaeeeeseenees 146 10 3 Strengths of Personalization ssisissuriisarsivsiseniinra neinir riiai i 147 104 PON A OCON IAE a a E e a EE A E 147 10 5 Personalization and ACCESS cccccccececneceeeceeeeeeceeeeeeeeeseeeeseeeseeeeseseeaeseegeseeenes 148 10 6 Components available for Personalization ccccecceeeeeceeceeeeeeeeeeeeeeeeeeeeeeeeaees 148 10 7 Personalization and Social Collaboration ccccccccceeceeeeece eee eeeeeeeeeeeeeeeeeeeeeeees 149 I Te OClal Collaboration in CQ WOM ssctreccncceetecen cucesteaugelectsceeeacanesuedecedetia senetoasecu quote eansmanessdaneae 150 TVs HOGS cet cena Sseteche A EA TEE epee E E sd A bes urorsuedesesaneenven cetaeee bere 150 Th HOw to Blog Wih OO eect sce inene EEEE ENE EE EEEE 150 TE LENGI eee E E E E E E E EA 155 11 2 1 How to Use the Calendar with CQ WOM ssssessesesessrssrssrssrrsrsrrerrsrrerrn 156 11 3 Social Identity Management cccccccccceeceeceeeeee eee eee eee eeeeeeeeeeseeeseeeeeeeeaeeaeegeees 162 11 3 1 Managing the Social Collaboration Profiles ccccceceseeseeeeeeeeeeeeeeeneees 162 11 4 Moderating Social Collaboration sites 2 2 0 0 cccccecceeceeeeeeeeeeeeeeeaeeeeeeeeeneeseeeaeeneeees 165 12 Extending CQ documentation and Online Help ccccceccseeceecseeeee
3. ccecceeeeeeeeeeeeeeeeeeeeneeeeeeeeeneees 194 13 4 6 Moving Blueprint and or Live Copy pages cccecceeceeceeeeeeeeeeeeeeeeeeeeaes 196 tds TOOG sera a E eaves arian tat daulecaani E E E E slants 197 Ta DUK EOT senarai E E E EAE EEEO E EE 197 14 1 1 Example Use Case for the Bulk Editor n nnnnenennennnnennnrennnrnnnrrrrenrsrerrenne 198 14 1 2 How to Use the Bulk Editor 0 0 00 cecccceeeeceeceeseee eee eeesaeeeeeeeneeeeeeeaeees 199 142s Foca IMI OM GD siri E E E EE E EE 202 14 3 One IMPONOI aarne a a a E eain 202 CQ 5 2 WCM Page v of 225 Copyright 1993 2009 Day Management AG Day CQ5 WCM User Guide 14 3 1 How to import documents generated offline eect e ee ee eee eee eee ees 202 14 4 External Link Checker cccccecceceeceececeeceeceeeeceeceececeeseesueeesueseeseseeseesueeseeseeaes 203 14 4 1 How to validate external links 2 0 0 0 cccceceececeeceeeeseeeeeeeeeeeeeeaeseeaeneeeeaeeees 203 143 INC WSICUCL asrpe a ea a e e erpe raea Duais 204 14 5 1 How to Use the Newsletter Functionality ccccceceeceeseeeeeeeeeeeeeeeeenees 204 146 COMM ae en E EA EE E E EE E EE OEE E 207 14 6 1 How to configure automatic emails for account activities ceeeeeeeeees 207 tE RODICA I arera a E E E ae 208 14 7 1 Replicating from Author to Publish ccccccececceceeceeceeeeeeeseeeeeeeeeeeeeaes 209 14 7 2 Replicating from Publish to Author cccccccceceece
4. ALA H e 2 Click the link here to open the dialog CQ 5 2 WCM Page 151 of 225 Copyright 1993 2009 Day Management AG Social Collaboration in CQ WCM Day My First Blog Entry Bou S e t My first blog entry Keep watching Drag components or assets here CO5 Social Collaboration Entries RSS Here you can enter a heading and body text Assigning a category tag to this entry lists this entry under the appropriate category 3 Click Submit Entry to save the blog entry It appears as follows CQ 5 2 WCM Page 152 of 225 Copyright 1993 2009 Day Management AG Social Collaboration in CQ WCM Day My First Blog Entry By admin My first blog entry Keep watching This entry was posted on Mon Apr 06 11 58 37 CEST 2009 and filed under demo ou can follow any responses to thie entry through the RSS feed You can leave a response or trackback from your own site Edit this entry Comment ype your comment here Name Email Website optional Post Comment No comments yet CO5 Social Collaboration Entries RSS 11 1 1 3 Adding quick reference links to your blog To add quick reference links to your blog overview page 1 2 Open the blog overview page From the sidekick you can add various quick reference components to the right column Blog Archive Allows quick reference to blog entries according to their dates of entry Blog Categories Allows quick refer
5. CQ 5 2 WCM Page 134 of 225 Copyright 1993 2009 Day Management AG Working with Workflows Day 3 Click OK to confirm the action 8 5 2 4 Performing Step Back on a Participant step If you discover that a step or series of steps needs to be repeated you can step back This allows you to select a step that occurred earlier in the workflow for reprocessing The workflow returns to the step you specify then proceed from there 1 2 3 Click the Step Back button in the top navigation bar In the resulting dialog select the Previous Step that is the step to execute next even though it is a step that occurs earlier in the workflow A drop down list shows all appropriate destinations Inbox Models Instances Archive Refresh Complete Step Back Delegate Launcher Demo Workflow User Logout Help Title Description Participant Start Time Payload Comment 1 Cancel Publish Cancel Publish admin Tue Apr 07 13 23 21 CEST 2 content qeometrixx en demc Step Back gt lt Previous Step Comment Split Available Destinations Validate Content Note The number of previous steps available in the list depends on the design of the workflow Click OK to confirm the action 8 5 3 Suspending Resuming and Terminating a Workflow instance Aside from workflow instances that require your immediate action and show up in your Workflow Inbox
6. Cell Padding Bpx 0 0 0 apx 0 0 Allowed Components Forms E Agenda View Lens F Blog Archive E Blog Categories E Category Predicate Chart Column Control List of components available for use See individual components 4 3 8 parbase Parbase is a key component as it allows components to inherit attributes from other components similar to subclasses in object oriented languages such as Java C and so on For example when you open the libs foundation components text node in the CRX Explorer you see that it has a property named sling resourceSuperType which references the parbase component The parbase here defines tree scripts to render images titles and so on so that all components subclassed from this parbase can use this script Users do not need access to the parbase 4 3 9 Product List The product list component can do the following e allow users to enter information in a grid oriented table e import information from a tsv tab separated spreadsheet e export information into a tsv spreadsheet CQ 5 2 WCM Page 86 of 225 Copyright 1993 2009 Day Management AG D A y Default Components Edit Component x lt Search Filters a Filters juice Properties Columns J Catalogcode V ProductName V Attributes v GroupId v Attribute iv Attributes i v SellingSku 4 Attribute2 2 result s Insert row Delete rows Export CatalogCode GroupId SellingSku ProductName Attribute1 Attribute2 a
7. D A y Multi Site Manager 13 4 2 Configuring Synchronization Actions between a Blueprint and its Live Copy CQ5 lets you configure synchronization actions between a Blueprint and its Live Copy These actions can be configured on both a Blueprint and or on a Live Copy page When configuring the synchronization actions you should be aware of the following When a Blueprint is created no synchronization actions are saved to the Blueprint pages When configuring a synchronization action on a Blueprint page the action is only saved to the selected Blueprint page Blueprint children pages do not inherit actions When a Live Copy is created the synchronization actions are only saved to the Live Copy root page When configuring a synchronization action on a Live Copy page the action is only saved to the selected Live Copy page When you select a Live Copy page called page A here that does not have any actions explicitly saved to it the tree is scanned upwards until the first parent page with actions is found e those actions are then used for the selected page but not saved to the selected page if no actions are saved to the corresponding Blueprint page of the Live Copy page A e if actions are saved to the corresponding Blueprint page of the Live Copy page A those actions are then used for the selected page A but not saved to the selected page A Following graphic explains the inheritance process CQ 5 2 WCM Page 183 of 225
8. 4 2 5 4 Teaser A Teaser is a piece of content usually an image displayed on a main page to tease users into accessing the underlying content which is defined as a campaign You can define the campaign that the teaser should lead to CQ 5 2 WCM Page 78 of 225 Copyright 1993 2009 Day Management AG D A y Default Components Campaign Path The teaser then displays the defined text and image O4F Financial Results Geometixx has just reported another record quarter Go here for the full Q4 report Lorem ipsum dolor sit amet consectetuer adipiscing elit Nunc eget neque Nume condimentum ipsum et orci Aenean est Cras eget diam Phasellus vitae magna Sed dictum 4 3 Geometrixx Components Available in Design Mode In addition to the standard components that authors can access through the sidekick various components are used in Geometrixx Although users cannot add or remove these components from the pages you can use Design mode to edit various parameters see the section called Using Edit Design and Preview Modes Warning Care must be taken when editing these components The settings are often an integral part of the design of the entire website so they should only be changed by someone with the appropriate experience CQ 5 2 WCM Page 79 of 225 Copyright 1993 2009 Day Management AG D A y Default Components 4 3 1 Delete Action The Delete Action lets users delete selected asse
9. Parent Level absolute Parent Level absolute Determines from what level the toolbar lists links to children pages Looks for a child node named toolbar The following example shows the toolbar in Geometrixx Contacts Feedback Login WNewsletter Register Search Shoppi t Sitemap My Geometrinxx 4 3 11 Topnav Top navigation bar The top navigation bar appears at the top of the page and helps users navigate to the different content sections CQ 5 2 WCM Page 88 of 225 Copyright 1993 2009 Day Management AG D A y Default Components Top Navigation Design Parent Level absolute Parent Level absolute Determines from what level the children get listed in the top navigation bar In Geometrixx if you enter 1 topnav renders a link to content geomet rixx en in the top navigation bar the only child page of content geomet rixx If you enter 2 CQ displays all children of content geometrix en this is the default The following example shows the top navigation bar in Geometrixx SERVICES COMPANY CUSTOMERS NEWS amp EVENTS PRODUCTS SUPPORT stay inhormed what we do 24 7 247 available about our serudces Who we are the trust we earm 4 3 12 Trail Breadcrumb The breadcrumb trail appears at the top of the page and shows users the path they have taken down through the hierarchy Links allows them to ascend the hierarchy on the same path CQ 5 2 WCM Page 89 of 225
10. SERVICES COMPANY CUSTOMERS NEWS amp EVENTS PRODUCTS SUPPORT TEST PAGE P content geometrixx en Test_Page jcr content e aua ee SSS T gt 7 a z o geometrx Global Advanced Tags Keywords Impressions Page Analytics Live Copy Blueprint Thumbs Details I S a shapes for centur 8 a 3 o lt Ma i l Title Text Test Page Pade Properes Page Title Po ctr T E Navigation Title tonse Activate P Nunc nonummy est id ipsum Eti Subtitle DS P aliquam porttitor lacus Integer k t Cre tincidunt convallis enim Aenean Hide Page in Navigation F g per Reve vitae imperdiet nisl vitae massa Peter Johns 7 4 Vice President of Sales and Marketin Show References Mmanagement P AbD ge x management P jii gt Title Text The page title as appears in the siteadmin list Page Title A title to be used on the page Navigation Title A title for the page for use within the navigation map Often shorter than the full title Subtitle A subtitle for use on the page Hide Page in Navigation A toggle switch to indicate whether the page is shown or hidden in the page navigation b Advanced foontent igeometriss ieni Test Page icricontent Global Advanced Tags Keywords Impressions Fage Analytics Live Copy Blueprint On Time OF Time Vanity URL Redirect Vanity URL Page Language Redirect Target Design P
11. a Image a Aenean est Cras eget diam Phasellus vitae magna Sed Peter Johns List dictum s Vice President of Sales and Marketing Reference t Sitemap management P a Slideshow C Table S Tavt w s advanced search Collaboration Columns Form p Contacts Feedback Login Newslett management P Other B a b a z Legal statementand Privacy policy v 5 3 Redirect Use the Redirect component when you want to redirect users to another page Redirect is useful for an obsolete page or for structuring the site CQ 5 2 WCM Page 93 of 225 Copyright 1993 2009 Day Management AG Day 6 Digital Asset Management CQ DAM Digital Asset Management enables your enterprise to share and distribute digital assets Users across an organization can store manage and access digital assets through a Web interface With the CQ5 platform CQ DAM is also fully integrated with CQ WCM allowing you to seamlessly access and manage the assets from within CQ WCM Assets can e be single files such as digital documents images video or audio files e form a collection according to either location common properties or selection e have sub assets for example layers in a Photoshop file or slides in a Powerpoint file e have multiple renditions A rendition is the binary representation of an asset Each asset has a primary representation that of the uploaded file Alternative representations can be crea
12. l Aena an Gru ee mi nm Tar Paa a Second paragraph n a a A m epes Se i ae 3 Your paragraph is moved Test Page First paragraph Third paragraph Second paragraph 3 2 2 5 Deleting a paragraph To delete a paragraph CQ 5 2 WCM Page 10 of 225 Copyright 1993 2009 Day Management AG Day Overview of the GUI Console 1 Select the paragraph and right click Cut Copy Delete Insert Third paragraph iE Edit 2 Select Delete from the menu CQ WCM requests confirmation that you want to delete the paragraph as this action cannot be undone 3 Click OK 3 2 3 Find amp Replace AFind amp Replace menu option allows you to search for and replace multiple instances of a string within a section of the website 1 Select the root page or folder where you want the Find and Replace action to take place 2 Select Tools then Find amp Replace oy LL LUO 2 S New v Copy Delete Move Activate Deactivate Workflow G Tools Enter search query P Help J Sj Websites Title Name Published Modified in Workflow Language Copy pressions Live Copy 5 C Campaigns 1 Toolbar toolbar Digital Assets B S Geometrixx Demo Site E English Es amp Toolbar E 2 Services 4 E Company p Customers t News amp Events Products cS Support 2 Test Page E S Fran ais 4 Deutsch IE Espa ol HE Italiano ae ats oe Px amp Geometrixx Ass
13. New Page f New Site kz New Live Copy UO E 9 0 00 O O a 8 8B BS HEj News amp Events 7 I Products 4 E Support ES Francais 4 Deutsch Es amp Espanol 5 Italiano oe ata oe x amp Geometrxx Asset Share C User Generated Content Support support In the New menu click the arrow next to New select New Page The Create Page window opens Note Clicking New itself also acts as a shortcut to the New Page option In the Title field select a title that is displayed to the user In the Name field select a name that is used to create the URI Click the template you want to use to create the new page for example to determine the basic layout of a content page CQ 5 2 WCM Page 6 of 225 Copyright 1993 2009 Day Management AG D A y Overview of the GUI Console Test Page Geometrixx Content Page Template Blog Template Calendar Template 6 Click Create to create the page You return to the wcm siteadmin window where you can see an entry for the new page Day e Delete Move Activate Deactivate Workflow PToolsy Enter search query SS Websites Campaigns C Digital Assets 3 amp Geometrixx Demo Site 3 E English E Toolbar H Services E E Company BE Customers BE News amp Events E Products 4 Support Test Page H Francais HE Deutsch H Espa ol 4 Italiano oe ak
14. finder functionality is included This allows you to find a set of assets according to predicates which you define then perform one of a range of actions on the results A basic template is included out of the box in CQ WCM but it is expected that your installation will have a customized version The basic page created using the Geometrixx DAM Page Template comprises of various sections Demo DAM Finder Actions 2009 Copyright Day Software AG All rights reserved and the Sidekick also contains customized elements including e General components for formatting content e Actions e Lenses e Predicates These elements can be placed on the finder page to construct your query and action Query Builder Here you can e enter a search term e create content for the finder page e define the predicates used in the selection of assets Lenses Using the various lenses you can specify how the results are to be displayed e List e Mosaic Actions A selection of predefined actions are available Dragging one of these to the finder page will create a button used to execute that action CQ 5 2 WCM Page 104 of 225 Copyright 1993 2009 Day Management AG Digital Asset Management Day The page Geometrixx Asset Share has been based on this template Geometrixx Asset Share Query Builder Edit Mosaic Edit Delete Insert cal List Edit Delete Insert Stock Photography H Animals 1 Architecture And B
15. Day 9 Tag Administration 9 1 Some basic facts about tagging in CQ Tags are a quick and easy method of classifying content within your website In technical terms a tag is a piece of metadata assigned to a content node usually a page within CQ5 WCM You can also think of them as keywords or labels that you attach to page to help you find it again Within CQ tags can be grouped into various namespaces Such hierarchies allow taxonomies to be built These taxonomies are transparent across CQ WCM CQ DAM and CQ Social Collaboration There are no restrictions on the tags you can create though they must be unique within a specific namespace Tags can be created by either the page creator or viewer Irrespective of their creator all forms of tags are made available for selection both when assigning to a page or when searching As with pages you can perform the following on tags and namespaces Activate Activate individual tags Activate Tree Activate the selected tree Deactivate Deactivate the selected tags Tags are used by the teaser component which monitors a user s tag cloud to provide targeted content A major strength of tags is their flexibility No structure is needed though namespaces do allow a minimal hierarchy You can also assign them spontaneously then search for them as required However the flexibility can prove to be a disadvantage It is all too easy to end up with many similar tags relating t
16. Either create a product listing paragraph or open an existing one The product listing paragraph is not enabled by default To enable it see the section called Developing Components In the product listing component you see the list of existing information Edit Component x Search Filters Filters juice Properties Columns V CatalogCode V ProductName C Attributes Enter here your fiters 7 GroupId 7 Attribute1 E Attributes V SellingSku V Attribute2 Apply filter aa 9 Select a list of properties to edit i 2 results Save modifications Insert row Delete row s Export CatalogCode GroupId SellingSku ProductName Attribute1 Attribute2 12345 43 2345678 Orange juice Fruit 1 gallon 23458 44 5566789 Tomato juice vegetable 1 gallon Click Import CQ 5 2 WCM Page 201 of 225 Copyright 1993 2009 Day Management AG D a y Tools 4 CQ WCM asks you to navigate to the file you want to import Navigate to the t sv file and click OK The infomation is added to the product listing paragraph Edit Component x i Search Filters a Filters juice Properties Columns 7 CatalogCode V ProductName F Attribute3 V GroupId Z Attribute1 Attribute4 4 SellingSku 7 Attributez Apply filter V Selling m Select a list of properties to ed i 4 result s Insertrow Delete row s Export CatalogCode Groupld SellingSku ProductName Attribute 1 Attribute a 12345 43 23456
17. Title Mame ST f me Multi Site Manager Croatian hr Geometrixxk Content Page Template Geometrixk Homepage Template 4 Inthe Websites tab in the left pane select the site 5 Inthe Tools menu select Language Copy Language Copy ol Find amp Replace Restore a 6 The Language Copy dialog opens It displays a matrix of the language versions available for individual pages An x in a language column means that the page is available within the language tree Language Copy Path fcontentigeometrixx customersicases customersicasesicars_onlin _corp CuUstomersicasesicea customersicases neyco_international_limi Customers cases pharmaane customersicases racle am as Fi Ti e Poll Ee Croatian English French German talian Japanese Spanish m Ht m s 7 To copy an existing page or page tree to a specific language first select the appropriate empty cell Then click the arrow and select the type of copy in the drop down menu CQ 5 2 WCM Page 171 of 225 Copyright 1993 2009 Day Management AG D A y Multi Site Manager Table 13 1 Type of Language Copy ignore Cancels the copy for this page and its children lt language gt e g French Copies the page and all its children from that language lt language gt e g French Copies only the page from that language Language Copy x ee Pai l A e icontent geometrixx Croatian English French German talian J
18. Day Security Checklist 4 Enterthe Old Password yourNew Password then Confirm the new password 5 Click Change to save the new password B 1 3 Changing the admin password for the Apache Felix Web Management Console To change the admin account in the OSGi Apache Felix console 1 Navigate to http lt server gt lt port_number gt system console configMgr and login aS admin to open Configurations in the Apache Felix console 2 Inthe Configurations menu select Apache Felix OSGi Management Console Apache Felix Web Management Console Configuration amp felix Audit Log Bundle Resource Provider Bundles Components Configuration Configuration Status Deployment Packages Event Admin GFX supported Fonts JCR ResourceResolver Licenses OSGi Repository Run Modes Script Engines Startlevel Manager Threads Configurations Factory Configurations System Information Apache Felix OSGI Management Console org apache felix webconsole internal serviet OsgiManager gt Configure Apache Sling Customizable Request Data Logger org apache sling engine impl log RequestLoggerService gt Create Apache Felix OSGi Management Console Configuration of the Apache Felix OSGi Management Console Root URI Default Page Realm User Name Password Configuration Information Persistent Identity PID system console The root path to the OSGi Management Console bundles The name of the default configuration p
19. Social Collaboration components enable visitors to your website to provide their input 4 2 2 1 Comments This component allows visitors to leave comments about the current page or paragraph You can enter a Default Comment to indicate what they should comment on Comments Default message Let us know what you think The visitor will then be able to leave a comment together with a few basic details about themselves CQ 5 2 WCM Page 53 of 225 Copyright 1993 2009 Day Management AG D A y Default Components Comment Let us know what you think Name Email fF Website optional Post Comment No comments yet 4 2 2 2 Ratings The Ratings component allows the visitor to rate the current page or paragraph Allow comments Allow users to post comments Default message How do you rate our presentation Optional description text displayed in the comment field Allow comments Enable or disable comments from the visitor CQ 5 2 WCM Page 54 of 225 Copyright 1993 2009 Day Management AG D A y Default Components Default Message You can enter a default message to indicate what they should be rating The visitor can click the stars to set their ratings Depending on your definition the visitor will then be able to leave a comment together with a few basic details about themselves Rating HNR Comment How do you rate our presentation Na me Email Website option
20. choose a name for the Live Copy e Live Copy From define the Source path 1 Click the arrow to open a dialog 2 Navigate to the desired site or sub site and click OK to close the dialog Note You can also type the absolute path of the site e Sync Trigger defines when the modifications on the Blueprint are propagated to the Live Copy Choose one of the following values e Never the modifications will never be propagated The Live Copy is then a plain copy of the Blueprint at the time of creation e On Rollout the modifications are propagated when rollout is activated For more information on rollout refer to the section called Rolling out Changes on the Blueprint to the Live Copy e On Modification the modifications are propagated for each modification to the Blueprint Note Be careful when choosing this option as it might cause a lot of network traffic e On Activation the modifications are propagated when the Blueprint is activated e Update Content e If checked modifications to the Blueprint will be propagated e If unchecked modifications to the Blueprint will not be propagated This option should only be used in combination with a workflow CQ 5 2 WCM Page 181 of 225 Copyright 1993 2009 Day Management AG Day Multi Site Manager e Enable Notification if checked you will be notified when the modifications are propagated Note In order to be notified you first need to subscribe to rollout e
21. then right click and select Delete from the resulting menu e Within sidekick use the Page actions tab to select Delete this deletes the page that is currently open 2 After you have selected to delete a page you must confirm the request as the action cannot be undone Note If the page has been published you can restore the latest or a specific version but this may not have exactly the same content as your last version if further modifications had been made See the section called How To Restore Pages for further details CQ 5 2 WCM Page 13 of 225 Copyright 1993 2009 Day Management AG D A y Overview of the GUI Console Delete Page 9 You are going to delete folowing pages a content geometrixx en Test_Page Are you sure 3 2 6 Setting the Page Properties Page Properties define the various properties of the page such as titles when they appear on the website and others 1 Open the page you want to edit 2 Inthe sidekick click the Page icon Select Page Properties from the list Page Properties Delete Page Activate Page Lock Page Show References 3 Inthe window that opens you can modify the global advanced tags impressions and page analytics of a page a Global CQ 5 2 WCM Page 14 of 225 Copyright 1993 2009 Day Management AG D A y Overview of the GUI Console ala ola H
22. you can perform certain other actions on running workflow instances 1 2 Open the Workflow console Select the Instances tab You will see a list of active neither finished nor terminated workflow instances Launcher Demo Workflow Archive Inbox Models Instances Refresh Terminate Suspend Resume Open History User Logout Help Status Initiator Start Time Workflow Model Model Version Payload Comment 1 RUNNING admin Tue Apr OF 12 53 53 CEST 201 Demo Workflow 12 fcontent geometrixx en demo_ Apply Demo Workflow to Derm Select an entry CQ 5 2 WCM Page 135 of 225 Copyright 1993 2009 Day Management AG Working with Workflows Day 4 To suspend the workflow click the Suspend button in the navigation bar The State changes to Suspended This can be helpful in exceptional cases when you do not want the workflow to proceed for instance for maintenance 5 While a workflow is suspended you can then click Resume This restarts the workflow from where it was suspended with the same configuration Again the State is updated 6 To finally terminate the workflow click Terminate This immediately ends the workflow execution the state changes to ABORTED A terminated workflow instance cannot be restarted The Instances tab is not only useful for taking action on running workflows you can also use it to monitor workflow instances without necessarily modifying them 8 5 4
23. 124 of 225 Copyright 1993 2009 Day Management AG D A y Working with Workflows Propertes Name Value Description Description of step 1 Sub Workflow Timeout Off Timeout Handler Title Step 1 Type Container The following properties are available Description You can enter a description of the step Sub Workflow This references a sub workflow Timeout The period after which the step will be timed out You can select between Off Immediate 1h 6h 12h 24h Timeout Handler The handler which will control the workflow when the step times out for example com day cq workflow timeout autoadvance AutoAdvancer Title You can enter your own title for the step Type Defines the step type You can change this if required though only parameters which exist for the new type will retain the values you have already defined 8 3 4 AND Split An AND Split creates a split in the workflow both branches will be active This enables you to introduce multiple processing paths into the workflow for example allowing certain review steps to occur in parallel thus saving time Selecting this will add two branches to the workflow each with a Participant step 8 New Step x S New Step a x Description of the new step Description of the new step After creating such an instance you must edit both of the New Step instances You can then add extra process participant or container steps to either branch as required To
24. 23 94 2 FNAN DOCUMENTS sssri roA ER 24 3 4 3 Finding your Flash resources cccccecececeececeeeeceeeeceeeeeeeeeeseeaeeeeaeseeeeneseees 24 SAA PINGING Pagos see E 24 3 4 5 Referencing Paragraphs from other Pages ccccseceeseceeeeceeeeeeeeeseeeeaeeees 25 3 4 6 Using the Full Repository View cccccceceeceececeeceeceeeeeeeeeeseeeeseeseeaeeeeseeaees 25 Ooi USMO OCEN sern entern E E E EEA 26 o9 HOW To Publish Pages serosoa E a E 27 Ioe ACANT SOM OIE arana eo E i E A E OREA 27 320 2 DEACIVAIING COMLOMN arsine nainn a EEE 28 3 5 3 Determining Page Publication Status cccccccccceccecceeeeeeeeee eee eeeeeeeeeeeeeeees 29 Dr kocama Pago oae E E 29 Boe UNOCKINO Pago rirni ta eieaa Ea E E A Ean Ranas 30 3 5 6 USING Preview Mode ass eed sts cece an naeenosedacesendisanedethacenaetantseeecdncodentenesendaacmecke 31 3 6 How To Restore Pages ccniiccinadniacnniiinacivaasnnorsatevinckiadyiansGenieneinansneaniaarneteodniwessamieaente 31 A Derai OmoN ENE sea E naan seseneeeeneesicacesaceee encase 33 4 1 Overview of components aiietinteninatsnsnieanadwancncnaicnsceiewnntacantaninrencdannaesidecieaeedanaotsedsmentsatae 33 4 2 Components available from the Sidekick or Insert New Component 0000008 37 ae PE E a Ce EPE T I E E A EI E E EE 37 Ae 2 ON DOr TOT a E beeee gostacn enaseeeueneas ceeeuessneces 53 A LOU ae E E EA AR TER 56 2 he E O ea EOT eee we eee teeeuosaceigenao oe 58 Bie O2 OGT a E E ost
25. CQ DAM fully integrated in CQ WOM n anonnonnnnsnnnnnnnnnnnnennnrrnnnrernnrnrrnrnrrnrnnrnrsnrnrsernns 94 6 2 Managing the individual assets ccccccseceeseceee cess eeeeeeeeeeeeeeeeeeseeeeseeeeseeeeaeseeaeeas 95 0e UDa FIC sosaren E A E T 96 6 22 Greate FOGG siressa ni e EE e a ara ie 96 16226 DEIT eee ee eee E E E ee eee E eee ee 96 6 2 4 Edit the metadata for an Asset cccccceceeceeceeeeeeeceeseeeeseeseeeeeeeseeeeeeeneeaess 97 OO eos clea sere acerca sera etd esses E E 98 CAD FASS a ta cea cates noc E E E E E E 98 6 27 Moye OP Rename sesinin ae E E E 98 2s FCN e E E EE EE EEEE E E E ESE EE O E E 100 029 D aC Ale err r E T E tua turiecantenaant edecmanedn 100 6 3 Applying Workflows to Digital Assets ccccccceceeseeeeeeeeeeeeeeeeseeaeeeeeeaeeeeeeeeeaenaes 100 6 4 How to upload a Digital Asset using WebDAV asasannsannnnnnnernnnnnnnnnnrrrnrnrnnnrnrnrnrnnnne 101 6 5 Finding Assets with the Asset Share cccccceceeceeceeeeeeeceeeeeeeseeseeaeeeeseeaeeaeeeeaenes 103 7 User Administration and SECUTI oererssaricisesne e eea ENEE EENET OEE 106 7 1 A quick overview of Authentication and Authorization cccccceceeceeeeeeeeeeeeeeeeees 106 Takle PY PICANOL is E E E E tanriminanudes 106 Lte AUROA oeenn a e a a iae ae 106 7 2 Authorization for CQ WCM The Concepts sessssesessenersererrererrsrrrrsrrrrsrrerenreene 107 Teie U CS e a A A E soasde eae ebeeoeeedseaoaeee 107 T 2e
26. Copyright 1993 2009 Day Management AG D A y Default Components Breadcrumb Design Design Parent Level absolute eg 1 for foontent site Parent Level absolute Determines from what level the children get listed in the trail In Geometrixx if you enter 1 trail renders a link to content geomet rixx en in the top navigation bar the only child page of content geometrixx If you enter 2 CQ displays all children of content geometrix en this is the default The following example shows a breadcrumb trail in Geometrixx English gt Solutions CQ 5 2 WCM Page 90 of 225 Copyright 1993 2009 Day Management AG Day 5 Default Templates In CQ WCM a template specifies a type of page lt defines the structure of a page including a thumbnail image and other properties For example you may have a separate templates for product pages sitemaps and contact information Templates are comprised of components 5 1 Overview of templates CQ WCM comes with several templates including a contentpage redirect page and home page Table 5 1 Templates within CQ5 apps geometrixx components and libs foundation components Home Page homepage geometrixx The Geometrixx home page template Content Page contentpage geometrixx The Geometrixx content page template Redirect redirect libs Redirect Component and Template 5 2 Content Page The content page component creates a new page for content ac
27. Management AG D A y Multi Site Manager 13 4 1 1 2 Creating a Live Copy based on a Blueprint This section describes how to create a Live Copy based on an existing Blueprint 1 Inthe Websites tab in the left pane select the Websites folder 2 Click the arrow beside the New button and select New Site 3 Inthe dialog specify a title and a name for your site and select the desired Blueprint A sequence is displayed at the bottom of the dialog the sequence might take a few seconds to be collated and displayed Click Next Create Site x gt Title My Site Page title of the new site Mame Page name of the new site Geometrixx Site Guan Ghat ures fe Geomatik Ste ar anginal My Blueprint w 1 Select Blueprint gt gt 2 Languages gt gt 3 Chapters gt gt 4 Owner gt 5 Live Copy gt gt 6 Finish 4 Select the languages of the Blueprint to be copied to the new site Click Next CQ 5 2 WCM Page 177 of 225 Copyright 1993 2009 Day Management AG D a y Multi Site Manager Create Site Initial Languages O SE English E i French O E German O Spanish C pg Italian E Japanese C g chinese select the languages of the blueprint that you want to copy to the new site 1 Select Blueprint gt gt 2 Languages gt 3 Chapters gt gt 4 Owner gt gt 5 Live Copy gt gt 6 Finish 9 Create Site Initial Chapters Toolbar toolbar Ser
28. OUPS gene ee ee E E E a 107 7 2 3 Default Users and Groups cccc ccc ecc sec eeceeceece eee eeeeeeeeeeeeeeeeeeeeeeeeeeeeaeeaes 107 TEA N E EE E E E I E A A E E E A N 109 Leoa FINOG eaa E E E A E EE 110 T26 REPIcCatlon PIVIOgS ssiri a E AE 111 7 2 7 Impersonating another User ccccccecceceeceeceeeeeeeceeseeeeseeseeeeeeeeeeaesseseegees 111 Te o DES PICCO erena a E E A 111 7 3 Configuring the Users and Groups ccceccecceeceeceeee eee eeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeaes 112 7 3 1 Accessing User Administration with the Security Console cceceeeeeee 112 7 3 2 Filtering Users and Groups ccceccecceeceec ec eee eee eeeeseeeeeeeeeeeeeeeseseeeseeeeaes 114 73 3 TUGING Users and GroUDS osaient taniere E NEEE 114 7 3 4 Creating Users ANd GrouUpS ccccceccecceccecceeceeceeceeeeeeeeeeeeeeeeeeeeeseeeeseesaeeaes 115 73 0 Deleting Users and GrOUDS srrosasacasivosciseii otr da ns E a 116 7 3 6 Modifying User and Group Properties ccccccecceeceeceeeeeeeeeeeeeeeaeeeeeeeees 116 13 7 Gnanging a User PasSwond esseenid gnenserdeumnesiveaendancaesiemadaves 116 7 3 8 Groups adding a User or Group to a Group ccc eec eee ece eee eeeeaeeeeeeeneees 117 7 3 9 Members adding Users or Groups to a Group ccc ecceceeeeeeeeeeeeeeeeeenees 117 7 3 10 Setting Page Permissions cccccceccecceeceeceeceeeeceeceeeeeeeeeaeeeeeeeeeeeeseees 118 7 3 11 Setting Replicat
29. RSS feed should be activated for the list The following example shows a Child Pages component used in Geometrixx 4 2 1 6 Reference The Reference component lets you reference text in another part of a CQ5 site within the current instance The referenced paragraph will then appear as if it was on the current page CQ 5 2 WCM Page 44 of 225 Copyright 1993 2009 Day Management AG Default Components Day Reference content geometrixx en jcr content par text Hep cancel Reference Click to access a tree of the site pages Select a page and click OK The following example shows the Reference component used in Geometrixx a text element referenced from another page The benefits you get 1 Aenean est 4 2 1 7 Sitemap An automatic sitemap listing which with the default settings lists all pages with active links in the current website CQ 5 2 WCM Page 45 of 225 Copyright 1993 2009 Day Management AG D A y Default Components a4 Banking Services yo Partners y Careers 4 Contact Us Yo ugtnamer igt If required you can edit this component CQ 5 2 WCM Page 46 of 225 Copyright 1993 2009 Day Management AG D A y Default Components Title and Text Title Root Path Title Title when displaying the sitemap Root Path Path from where the listing is to start 4 2 1 8 Slideshow This component allows you to load a series of images to be displayed as a slideshow on your page You can a
30. Service Mail to Send on Account Creation From account cqs com subject Request to create an account Body Dear igivenName familyName your request to create an account with Communique has been completed You can now login with rep userid Mail to Request Password Reset Edit From j account cq5 com subject Request to reset password Hallo rep userld you requested that your password be reset Please visit actionurl to confirm that you requested a password reset Upon your confirmation a new i password will be sent to you by e mail Body Mail Confirming Password Reset Edit E From accou nt cqs com Subject Your Password has been changed Body Hallo rep userld you confirmed your request to reset your password Your password has been changed It has been set to password 3 Click Edit above any of the Mail to fields to open the Mail Settings dialog 4 Edit Component x Mail Settings Fram account cgs cam Subject Request to create an account Mail Body Dear igivenName family Mamet your request to create an account with Communique variables in Format 4var will be replaced Edit the From Subject and Mail Body fields as appropriate and click OK CQ WCM saves your settings 14 7 Replication Replication agents are central to CQ as the mechanism used to e Publish act
31. Start Workflow select the workflow to be started when the synchronization actions are triggered Refer to Chapter 1 to define your own workflow e Read only for select the group that will have read only access to the Live Copy This option prevents a group from modifying the Live Copy Create Live Copy Title Mame Live Copy From Sync Trigger Sync Actions Update Content Enable Notification Start Workflow Read only for My Live Copy foontent fgeometrizx Cn Rollout Enables content update Enables notification DAM Update Asset Select a workflow to be started on synchronization workflow editors Select the groups that will have read only access on the copies 4 Click Create to close the dialog and create the Live Copy 5 When the Live Copy is created it is displayed in the Websites tab Day EECa E 2 E New Copy Paste Delete Move Activate Deactivate Workflow GP Tools P Help f 1 Websites Title Name Published Modified In Workflow ls Locked Impressions Live Copy a Campaigns 1 Campaigns campaigns 0 w _ Digital Assets 5 Geometrixx Demo Site 2 Digital Assets dam g 2 Geometrixx Asset Share 3 Geometrixx Demo geometrixx 0 w a My Site 4 Geometrixx Asset geometrixx_dam E 0 E E My Live Copy 5 My Site my_site a 0 m 6 My Live Copy my_live_copy E 0 B CQ 5 2 WCM Page 182 of 225 Copyright 1993 2009 Day Management AG
32. Tags Demo Page Demonstration foontent geometrixx en test_page demo_page himl Apr 6 2009 Last Modified Similar Pages Today 2 Last three months 2 This Year 2 9 4 3 2 Searching for tags with the Content Finder In the author environment you can use the content finder to search for tags 1 Select the Pages tab in the content finder 2 Enter the tag you want to search for Using the prefix tags limits the search to tags only CQ 5 2 WCM Page 144 of 225 Copyright 1993 2009 Day Management AG Tag Administration products Products geocube GeoCube 2 0 JE toolbar Toolbar download Download testdrive Testdrive learnmore Learn More overview Overview features Features whatsnew What s New benefits Benefits Page 145 of 225 Her aa cr kti CQ 5 2 WCM Copyright 1993 2009 Day Management AG Day 10 Personalization 10 1 What is Personalization There is an ever increasing volume of content available today be it on internet extranet or intranet websites Personalization centers on providing the user with a tailor made environment displaying dynamic content that is selected according to their specific needs be this on the basis of predefined profiles user selection or interactive user behavior There are three main elements involved in personalization Users e have profiles both individual and group These profiles cont
33. User Input Example of text or commands that you ls xml type lt Variable User Example of variable text you type the is lt cg installation dir gt Input gt actual value needed ee ee E EE eee RE ET IT Ree aoe ee eR Optional An optional parameter ieee oe ee Parameter SETS SS TOTES OES T SESS OCTET SET T OSES TEES CSTE ETERS STORET ESET SS Tene SS ee Computer Output Logging and error messages Ls Cannot access error log Table C 2 Formatting Conventions Actions When you see this It means do this Hold down the Ctr1 key then press the A key Right click Press the right mouse button or the left mouse button if your mouse has been configured for left handed use Drag Hold down the left mouse button while moving the item then release the mouse button at the new location or the right mouse button if your mouse has been configured for left handed use CQ 5 2 WCM Page 225 of 225 Copyright 1993 2009 Day Management AG
34. a review step Although not directly related user authorization must be considered when assigning an action the user must have access to the page Propertes 2 Name Value Description Description of step 1 Timeout Off Timeout Handler Title Step 1 Type Participant User Group admin The following properties are available Description A description of the step Timeout The period after which the step will be timed out You can select between Off Immediate 1h 6h 12h 24h Timeout Handler The handler which will control the workflow when the step times out for example com day cq workflow timeout autoadvance AutoAdvancer Title You can enter your own title for the step Type Defines the step type You can change this if required though only parameters which exist for the new type will retain the values you have already defined User Group A drop down selection box will allow you to navigate and select a user or group If you assign the step to a specific user then only this user can take action on the step If you assign the step to an entire group then when the workflow reaches this step all users in this group will have the action in their Workflow Inbox See Delegating a Participant Step for more information on how this can affect your workflow CQ 5 2 WCM Page 123 of 225 Copyright 1993 2009 Day Management AG D A y Working with Workflows 8 3 2 Process Step A process step allows you to specify scrip
35. at the content dam folder in the CRX explorer you can see the new structure including any metadata and thumbnails that have been generated CQ 5 2 WCM Page 102 of 225 Copyright 1993 2009 Day Management AG D A y Digital Asset Management Save All Qa Refresh Al x Revert All WwW P w Versions A iins A Security Q id gt e D a y Path E keontentidamidenestejcompary oo pafoconentreeda OOOO y y Q company logo jpg 3 jer content amp metadata l uem renditions ic image ipeg E cqSdam thumbnail 140 100 png z an E cq5dam thumbnail 48 48 png mi 238 E original Q jsp_card11 pdf E Oo geometrixx neiii amp jcr content content dam demosite company_logo jpa jcr content metadata a oO RR N A node not referenceable w p geometrixx_dam J usergenerated E tmp E home 3 305555582046509 no 9 Title 1 company_logo jpg 2 jsp_card11 pdf 6 Various key pieces of metadata have already been automatically extracted other can be edited from within the DAM tab Day No assets available Physicalwidthindpi 72 Physicalheightindpi 72 Physicalwidthininches 3 305555582046509 Bitsperpixel 15 m ImageLength 100 Progressive 6 5 Finding Assets with the Asset Share CQ 5 2 WCM Page 103 of 225 Copyright 1993 2009 Day Management AG Digital Asset Management Day To aid you managing digital assets
36. completed all steps Click the Geste Ste button below to create the new site 1 Select Blueprint gt 2 Languages gt gt 3 Chapters gt gt 4 Owner gt gt 5 Live Copy gt gt 6 Finish 9 When the Live Copy is created it is displayed in the Websites tab CQ 5 2 WCM Page 180 of 225 Copyright 1993 2009 Day Management AG D A y Multi Site Manager 2 E New gt Copy Delete Move Activate Deactivate Workflow Tools v P Help I Websites Title Name Published Modified In Workflow Is Locked impressions Live Copy a C Campaigns 4 _ Digital Assets a Geometrixx Demo Site 2 Digital Assets dam 0 amp Geometrixx Asset Share 3 Geometrixx Demo Site geometrixx 0 User Generated Content 4 Geometrixx Asset Shar geometrixx_dam B E IE My Site g amp Francais 5 User Generated Conten usergenerated 0 1 Campaigns campaigns 0 5 8 Toolbar 6 My Site my_site a 0 B E amp Services F amp Company F amp Customers E amp News amp Events E amp Products Es amp Support 13 4 1 2 Creating a Live Copy based on an existing Site To create a Live Copy based on an existing site or on any page and its sub pages 1 Inthe Websites tab in the left pane select the location where the Live Copy will be created 2 Inthe right pane click the arrow beside New then select New Live Copy 3 Inthe dialog specify following parameters e Title choose a title for the Live Copy e Name
37. dialog is for editing the contents of the currently selected cell You can edit how the text appears bold italics underline how the text in the cell is aligned add hyperlinks and add numbered and bulleted lists to the cells Add Row Adds a row to the table Add Column Adds a column to the table Delete Row Deletes a row from the table Delete Column Deletes a column from the table First Row contains headers Select this check box if the first row is a header row The following example shows the use of the table component in Geometrixx CQ 5 2 WCM Page 49 of 225 Copyright 1993 2009 Day Management AG D A y Default Components Dept Goal Finance 25 RnD 75 4 2 1 10 Text The Text component lets you enter a text block using a WYSIWYG editor A selection of icons allow you to format your text including font characteristics alignment links lists and indentation Text B z u BE Aadli i E Text to be displayed The following example shows the Text component used in Geometrixx Text to be displayed 4 2 1 11 Text Image The Text Image component adds a text block and an image You can also add text and images separately See Text and Images for details CQ 5 2 WCM Page 50 of 225 Copyright 1993 2009 Day Management AG D A y Default Components Text Image Advanced B z ul The text to be displayed Text Enter text Use the toolbar to modify
38. located here as is the Model Version The Model Version Is incremented every time the workflow model is updated This is reflected in the monitoring displays As multiple versions of a workflow can be in use at any one time this helps you track the version being used in each instance e Properties Allows you to edit properties of the individual steps and splits Note A complete explanation of all types of workflow steps and splits together with their related properties can be found in the section called The types of Workflow Steps available CQ 5 2 WCM Page 128 of 225 Copyright 1993 2009 Day Management AG D A y Working with Workflows 6 Three steps have already been created Start A mandatory step to start the workflow This cannot be edited nor deleted Step 1 A Participant step which is an example This must be edited or replaced if required Further steps can be added End A mandatory step for every workflow The End step is used to cleanly terminate the workflow or to pass control back to the parent workflow in the case of a child sub workflow You can either define a full workflow or a sub section of a workflow Sub workflows can then be referenced by other workflows to form part of a complete workflow This simplifies the construction of complex workflows and also allows you to reuse sub workflows which occur repeatedly Enter a Model Description for the workflow you can also edit the Model Ti
39. maintenance process by reducing the number of entities to be updated as a change made to a group is applied to all members of the group Groups often reflect e arole within the application such as someone who is allowed to surf the content or someone who is allowed to contribute content e your own organization you may want to extend the roles to differentiate between contributors from different departments when they are restricted to different branches in the content tree Therefore groups tend to remain stable whereas users come and go more frequenily With planning and a clean structure the use of groups can reflect your structure giving you a clear overview and an efficient mechanism for updates 7 2 3 Default Users and Groups CQ WOM installs a number of users and groups These can be seen when you first access the Security Console after installation The following tables list each item with a short description and Day s recommendation about any changes necessary If you do not delete the accounts listed here please change the default password Table 7 1 Default Users and Groups U tye erin ie admin User System administration account and Day strongly recommends member of the administrator group that the password for this Default password with full access rights user account be changed admin from the default This account is used for the connection between CQ WCM and Preferably upon installat
40. members to 2 Click the Members tab Now you will see which users and or groups already belong to this group 3 Inthe tree list click the name of the user you want to add to the group and drag it to the Members pane If you want to add multiple users Shift click or Control click those names and drag them CQ 5 2 WCM Page 117 of 225 Copyright 1993 2009 Day Management AG D a y User Administration and Security P Hide Users Hide Groups Edit y Developers Type Id Name Properties Groups Members Page Permissions Replication Privilege Privileges Preferences everyone everyone privilege administrators privilege administrators gA Developers Developers A save Remo a admin admin PER gA administrators administrators Angelika Frank a afrank Angelika Frank David Winter a anonymous anonymous a author test author gA contributor contributor a droyle Dorothy Royle A dwinter David Winter B g amp 4 After you have added all the users to your group click Save 7 3 10 Setting Page Permissions To add modify or delete page permissions which enables you to allow or deny the right to perform actions on specific resources 1 Double click the name of the user or group you want to add page permissions to 2 Click the Page Permissions tab The tree map will open 3 Select the page you want to add permissions for or modify or delete nes Preferences Properties Groups Page Perm
41. purposes Click the a icon on New Step in the right hand branch Change this from a Participant to a Process Step the properties available will be updated Enter Publish Page for the Title and Description Set the Handler Advance to false Select com day cq wcem workflow process ActivatePageProcess as the Implementation script This implementation will publish the selected page to the publisher instances 6 Now you have specified all steps in your workflow click Save CQ 5 2 WCM Page 130 of 225 Copyright 1993 2009 Day Management AG Working with Workflows peene Demo Workflow 12 Demo Workflow Start The start node of the workflow A 2 Validate Content EVES Validate Content 4 a _ H Publish Page EVE i Publish Page OG x E Cancel Publish Cancel Publish a5 End e end node of the workflow 7 Finally close the tab and return to the main console 8 5 Using the Workflow After you have defined your workflow you will want it to be used when managing your website The following sections detail the different tasks when using workflows 8 5 1 Starting the Workflow for an individual page There are two methods of starting a workflow from the Workflow Console or the siteadmin In either case you need to link a workflow to its payload The payload including pages nodes resources will then be subject to this instance of the workflow Important The current version of th
42. results No Results If there are no results the text entered here is displayed Spellcheck Text If someone enters a similar term this text is displayed before the term For example if you type geomet rixxe the system displays Did you mean geometrixx Similar Pages Text The text that is displayed next to a result for similar pages Click this link to see pages that have similar content Related Searches Text The text that appears next to searches for related terms and topics Search Trends Text The title above the search terms users enter Result Pages Label The text that appears at the bottom of this list with links to other results pages CQ 5 2 WCM Page 76 of 225 Copyright 1993 2009 Day Management AG D A y Default Components Previous Label The name that appears on the link to previous search pages Next Label The name that appears on the link to subsequent search pages The following example shows the Search component in Geometrixx after a search for the word geometrixx geometrixx Search Here are your search results Geometrixx Search trends fcontent campaigns geometrixx himl Similar pages tests g eomet rixx My G atria roducts geometrixx fcontent geometrixx en toolbar me html Feb 26 2009 Similar pages Geometrixx Demo Site fcontent geometrixx html Similar pages Geometrixx expands into new territories fcontent geometrixx it news pressreleases gecexpands html Similar pages Ge
43. sidekick Open the siteadmin Open the required page Select the Workflow tab from the sidekick Expand the Workflow dialog allowing you to select the Workflow and a enter a Comment s D 9 ala s p SERVICES COMPANY CUSTOMERS NEWS amp EVENTS PRODUCTS SUPPORT Welcome to Geometrixx gt Demo Edit L o e e 7 Sav a Thumbs Details d geometnixx z Inherited Paragraphs Edit Insert Paste shapes for centuries Demo gt Geocube Offer 20 off Demo Workflow dolor sit amet consectetuer adipiscing elit Nunc eget neque Nunc condimentum ipsum et orci Aenean est Cras eget diam Phasellus vitae magna Sed dictum warning png Nunc nonummy est id ipsum Etiam aliquam p Nunc nonummy est id ipsum Etiam imperdiet nisl vitae massa aliquam porttitor lacus Integer tincidunt convallis enim Aenean Nunc nonummy est id ipsum Etiam aliquam p Apply Demo Workflow to Demo Aenean imperdiet nisl vitae massa imperdiet nisl vitae massa 1 Aenean Comment Workflow Nunc nonummy est id ipsum Etiam aliquam pl wrorkfow Aenean z P Save 20 on all Geocube imperdiet nisl vitae massa eS orders this month Lorem ipsum me a a 2 gt ai Peter Johns I Vice President of Sales and Marketing Start Workflow target png Translation u advanced search AL 5j S 2 safe png Contacts Feed
44. statement and lt v Jili After you select to insert a paragraph you see a list of the available paragraph types Note Depending on your production environment these choices may differ For complete details on components see Default Components Insert New Component General iid Chart Download Flash mi Image F List i Reference Collaboration Columns Form D th ET Click the component that you want A window opens that allows you to configure your paragraph and add content 3 2 2 3 Editing a paragraph To edit an existing paragraph do one of the following CQ 5 2 WCM Page 9 of 225 Copyright 1993 2009 Day Management AG D A y Overview of the GUI Console e Double click the paragraph to open it You see the same window as when you created the paragraph with the existing content Make your changes and click OK e Right click the paragraph and click Edit 3 2 2 4 Moving a paragraph To move a paragraph 1 Click the paragraph you want to move CQ WCM highlights the paragraph Test Page First paragraph Second paragraph Third paragraph p 2 Drag the paragraph to the new location CQ WCM indicates where paragraphs can be moved to with a green checkmark Drop it in your desired location Test Page First paragraph r zz a gt zz i a E a Zz zz m ee L Sa E e si Si a E SS E i Ss Ye E S Ys ea Sa E E E
45. the page has been modified and provides the modification date and time CQ 5 2 WCM Page 5 of 225 Copyright 1993 2009 Day Management AG D A y Overview of the GUI Console In order to save any modifications you must activate the page In Workflow Indicates whether the page is part of a workflow Is Locked Indicates whether a page is locked Shows the activity on a page in number of hits Live Copy Indicates whether the page is a Live Copy 3 2 Managing Pages within CQ WCM This section describes how to create a page within CQ WCM and then create content on that page Important Your account needs the appropriate access rights to create or edit pages 3 2 1 Creating a New Page Unless all pages have been created for you in advance before you can start creating content you must create a page 1 From the wcm siteadmin window select the level at which you want to create a new page In the following example you are creating a page under the level English shown in the left pane the right pane shows the existing pages at this level Ma 1 3 meat Dh 2 2 New v Copy Delete Move Activate Deactivate Workflow Tools Enter search query P Help Websites a Campaigns i a Digital Assets SJ amp Geometrixx Demo Site 38 English 4 Toolbar 4 E amp Services Ei E Company E Customers 6 Products products Published Modified In Workflow ls Locked Impressions Live Copy 0
46. various language trees thus helping to keep the sections synchronized 13 1 3 Multinational Multilingual Site ENT Corporation a large distributed enterprise with a large number of subsidiaries also has a number of subsidiaries in countries like Switzerland Belgium and Canada that have to support a number of different languages per national site But the set of supported languages per site must be decided on a per country basis The combination of the Language Manager and the Multi Site Manager lets you precisely control which content is visible in which country and how the various languages are managed and kept synchronized on a per country level 13 2 Managing Different Language Versions of a Website This section describes how to add a new language version of a web site using the Language Copy tool 1 Inthe Websites tab in the left pane select the site 2 Inthe right pane make sure that the Names of the language pages are ISO language abbreviations for example en fr de Check the ISO specifications for more information ray New Copy Title Mame 1 English en 2 Fran ais fr 3 Deutsch de 4 Espa ol ES talano it 6 ARE ja 3 Add anew language branch to the site 1 Click New 2 Inthe dialog specify the Title and the Name the name must be an ISO language abbreviation Select the Template and click Create CQ 5 2 WCM Page 170 of 225 Copyright 1993 2009 Day Management AG Day Create Page
47. you have created an Image paragraph on your page you can drag an item and drop it into the paragraph Thumbs 10 04 38 10 04 36 10 04 36 gt news_new png Size Last modified 2009 03 13 Warning png Size Last modified 4 2009 05 13 target png Size ast modified Page 23 of 225 CQ 5 2 WCM Copyright 1993 2009 Day Management AG D A y Overview of the GUI Console 3 4 2 Finding Documents This tab lists any documents in the repository After you have created a Download paragraph on your page you can drag an item and drop it into the paragraph EC 1mm ee ye E a a a 3 4 3 Finding your Flash resources This tab lists any Flash items in the repository After you have created a Flash paragraph on your page you can drag an item and drop it into the paragraph day_gartner 3 4 4 Finding Pages This tab shows all pages Double click any page to open it for editing CQ 5 2 WCM Page 24 of 225 Copyright 1993 2009 Day Management AG Overview of the GUI Console A Online Support Q4 Report Customer List a 3 4 5 Referencing Paragraphs from other Pages This tab allows you to search for another page All paragraphs from that page will be listed You can then drag a paragraph to your current page this will create a reference to the original paragraph path content geometrx en company 8 gt About Geometrixx Geometrix
48. 00 dispatcher invalidate cache The protocol specified here HTTP or HTTPS will determine the transport method User User name of the account to be used for accessing the target Password Password for the account to be used for accessing the target NTLM Domain Domain for NTML authentication NTLM Host Host for NTML authentication Enable relaxed SSL Enable if you want self certified SSL certificates to be accepted Allow expired certs Enable if you want expired SSL certificates to be accepted 14 7 4 3 Proxy The following settings are only needed if a proxy is needed Proxy Host Hostname of the proxy used for transport CQ 5 2 WCM Page 215 of 225 Copyright 1993 2009 Day Management AG D a y Tools Proxy Port Port of the proxy Proxy User User name of the account to be used Proxy Password Password of the account to be used Proxy NTLM Domain The proxy NTLM domain Proxy NTLM Host The proxy NTLM host 14 7 4 4 Extended Interface Socket interface to bind to HTTP Method HTTP method to use HTTP Headers These are used for Dispatcher Flush agents and specify elements that must be flushed action indicates a replication action path indicates a path Connect Timeout Timeout in milliseconds to be applied when trying to establish a connection Socket Timeout Timeout in milliseconds to be applied when waiting for traffic after a connection has been established Protocol Version Ver
49. 3 2009 Day Management AG Social Collaboration in CQ WCM Day 11 2 1 How to Use the Calendar with CQ WCM 11 2 1 1 Creating a new calendar To create a new calendar 1 Open the CQ WCM siteadmin 2 Navigate to the folder or website where you want to add the calendar template 3 Select the New menu 4 Select New Page Create Page My Work Calendar PT Geometrixk Content Page Template Blog Template Calendar Template 5 Inthe Create Page window enter a Title for your new page and the Name if you do not want the default 6 Select the Calendar Template 7 Select Create to create the new calendar page The new calendar page is listed in the siteadmin window CQ 5 2 WCM Page 156 of 225 Copyright 1993 2009 Day Management AG Day ray 3 Mew T Title Copy 1 Toolbar Services Company Customers Hews amp Events D AA E Fo Products T Support Oo hy Work Calendar 11 2 1 2 Creating Events Social Collaboration in CQ WCM Delete Move Activate Deactivate Mame Published toolbar Services company customers news products Support my vvork calendar GP Tools Modified In Workflow S S amp S amp S amp S SSG You can create events that last hours or indicate that an event is all day To create an event 1 In Month or Agenda view double click the date that you want to enter an entry for The Create Event window opens Create Event 4 Su
50. 7 37 4867 f O06b0 46dd b392 8d7 3bcf32846 v Configure Apache Sling Customizable Request Data Logger org apache sling engine impl log RequestLoggerService W Create Configurations Factory Configurations CRX Sling Client Repository Implements a sling repository that accesses an underlying crx INDI Provider http jer day com URL INDI Initial com day util jndi provider MemoryInitialContextFactory Factory Repository crx Name Name of the repository to access Default Workspace Anonymous anonymous UserId Anonymous anonymous Password Admin r admin UserId Admin admin Password Active Poll 10 Interval Number nf seconds tn wait hetween tam consecitive rherke while the rennsitnry ic active 3 Inthe Admin password field change the password to match the one you entered in the CRX console 4 Click Save to save your changes B 1 2 Changing the admin password for CQSE To change the admin account in the CQSE console 1 Navigate to http lt server gt lt port_number gt admin to open the CRX console 2 Login as admin the default password is admin 3 Select the Change Password tab Day Servlet Engine 4 1 5 Administration Web Applications Connectors Change Password System Information System Logs Change Password Old Password evcce New Password eeeceees Confirm CQ 5 2 WCM Page 223 of 225 Copyright 1993 2009 Day Management AG
51. 78 Orange juice Fruit 1 gallon 23458 44 5566789 Tomato juice vegetable 1 gallon 23456 43 5566789 Grapefruit juice Fruit 1 gallon 23457 43 5566790 Grapefruit juice Fruit 1 pint 5 Click OK to see the changes listed on the page CatalogCode Groupld SellingSku ProductName Attribute 1 Attributez Orange 1 12345 43 2345678 juice Fruit ioi Grapefruit 1 25456 43 5566789 sie Fruit nals 23457 43 5566790 Grapefruit Fruit 1 pint juice 23458 44 5566789 Tomar Vegetabl juice PARADE gallon 14 2 Feed Importer The feed importer is a framework to repeatedly import content from external sources into your repository The idea of the feed importer is to poll a remote resource at a specified interval to parse it and to create nodes in the content repository that represent the content of the remote resource In CQ5 WCM the feed importer is used for the following e In the blog to support the autoblogging feature which automatically creates blog posts from an external RSS or Atom feed See the section called Importing RSS Feeds e In the calendar for iCalendar subscriptions which automatically creates calendar events from an external ICS file See the section called Importing Events from another Calendar for further details 14 3 Offline Importer 14 3 1 How to import documents generated offline The offline importer allows you to import documents generated offline Currently documents generated with the following tools a
52. AS e me msma O Legal statement and Privacy policy The basic GUI handling is the same as the rest of WCM see Chapter 3 for full details Many of the basic actions you undertake on assets such as upload delete update save sub assets trigger preconfigured workflows These are designed to perform tasks such as e save the asset in or delete the asset from the repository e extract and save metadata for the asset the individual metadata items are saved as XMP e generate renditions and thumbnails for the asset including automatic resizing and cropping where necessary See the section called A transcode the asset where necessary For example video for mobile and web usage is transcoded with 24 frames per second download video with 30 frames per second Audio for mobile and web usage Is transcoded with 128 kbps audio for download with 192 kbps A selection of encoding standards are supported e XMP used by CQ DAM to store the extracted metadata within the repository e ID3 for audio and video files e EXIF for image files e Legacy from Microsoft Word Powerpoint Excel and so on lying Workflows to Digital Assets Caution Uploading and or editing a large volume of assets particularly images can impact the performance of your CQ instance See the section called Performance when loading and editing Digital Assets 6 2 Managing the individual assets The menu in the DAM t
53. Attributes 12345 43 2345678 Orange juice Fruit 1 gallon 23456 43 5566789 Grapefruit juice Fruit 1 gallon a e Filters Enter the terms that you want CQ WOM to filter for The list only shows those entries that include that term Apply Filter Applies any filters to the list Import Click this button to import an external tsv file Important Importing data overwrites existing data Properties Columns Selected properties or columns appear in the results list You can edit directly in the cells by double clicking in them Save modifications Lets you save any edits you make locally To make edits double click the cell and make changes Cells that have unsaved changes are indicated with a red triangle in the upper right corner Be sure to save your changes before clicking OK or your changes will be lost Insert Delete Row Inserts a row or deletes the current row Export Exports the list to a tab separated tsv file that you can edit in a soreadsheet program The following example shows a Product Listing component in Geometrixx CatalogCode Groupld SellingSku Producthame Attributed Attributez Orange 12345 43 2sd5e 7G juice Fruit gallon Grapefruit 23456 43 sob fod juice Fruit gallon CQ 5 2 WCM Page 87 of 225 Copyright 1993 2009 Day Management AG D A y Default Components 4 3 10 Toolbar The toolbar appears at the bottom of the page and is a navigational tool Edit Component x Toolbar Design
54. CQ DAM can then be accessed via the content finder of WCM CQ 5 2 WCM Page 94 of 225 Copyright 1993 2009 Day Management AG Day BEVICIEIE SERVICES COMPANY Digital Asset Management CUSTOMERS the trust we eam NEWS amp EVENTS stay intormed management P Note Welcome to Geometrix gt Test Page Feedback PRODUCTS what we d Other Copyright Day Software AG All rights reserved Read SUPPORT TEST PAGE 4 7 available Edit a e Pd f i s Thumbs Details s Shapesfor centuries alala lols Inherited Paragraphs Edit Insert Past Test Page aaa si Q4 Financial Results al a par a Geometrixx has just reported testi First paragraph another record quarter Go here 3p Download for the full Q4 report Lorem y Sannina ipsum dolor sit amet Flash consectetuer adipiscing elit Nunc nonummy est id ipsum Etiam Nunc eget neque Nunc news_new png aliquam porttitor lacus Integer Third paragraph ei Image condimentum ipsum et orci tincidunt convallis enim Aenean a eget y imperdiet nis vitae massa cai asellus vitae magna Se P i5 List dictum Peter Johns Vice President of Sales and Marketing Reference t Sitemap 5 Slideshow management P _ Table Tew Collaboration u advanced search Fae Form Si ss ap My Geometrixx Wii
55. CQ5 WCM User Guide Day CQ5 WCM User Guide CQ 5 2 WCM Copyright 1993 2009 Day Management AG Day Contents Te MPU IG TION marsen Gains a a anciacOsaitet saenar clade sacs E casos peseamegeanten anaotecnaeaceee 1 Hepes AIMUPO OU HOU a T 1 1 2 Purpose of this DOCUMENT cccceceececeececeeeeceececeeeeseceececeeceseeaeseeaeseeeeseseteeseegesas 1 Ta TE FVII OMG O aana a EE E ae 1 2 Connecting 10 OO WON oreren iiaae nE E E e E A A E 2 3 Overview of the GUI Console n emsrenmirana nnana EEA Ea ER aea 4 3 1 Navigating CO WOM scccctenadetentbacuatcoodate comansahees asian Geedmasncendenestendewstenadeeentiaduatncecdatane 4 Si linda Pago MOn UON sorea 5 3 2 Managing Pages within CQ WOM s sansnnnnnnensnnnnnnensnnnrersnsrrnrnrersrrnrnrsrnnrnrersenrrnrerns 6 3 2 1 Creating a New Pag scccesasaccssutiosaexsedoaduiescisioaaedendonasd ia E EAR E R aaae 6 SAL EMI a PaE ea E N 8 SA FNO Ce RODA O e E 11 3 2 4 Moving or Renaming Page ccccecceceeseceeeeeeeeeceeeeseeeeeeeeaeseeeeseeaeseeaeseeaeaes 12 22 9 Deleng a AOS sis 13 3 2 6 Setting the Page PropertieS sesrrusiinedninnnninnnnnia nan irrar aiora AA 14 3 3 Using Edit Design and Preview Modes ccccccececseceeeeceeeeceeeeseeeseceeaeeeeneseeneaes 19 PE OMOG ena E E E EO E E 20 T2 DESIN MOG serro E E 20 3 33 PICVICW MOOS sicthcaacnocacaansaecamdntet aE Eon ia ATAA EAE 22 34 Using ME Content FINGE smiren iana AE 23 SAk FRANO Mags serea E A E ERE E
56. Copyright 1993 2009 Day Management AG D A y Multi Site Manager Blueprint Live Copy Legend Page Synchronisation Actions saved to the Page 13 4 2 1 Configuring Synchronization Actions on a Blueprint page To configure synchronization actions on a Blueprint page 1 Inthe Websites tab in the right panel right click the Blueprint page and select Properties in the drop down menu Note You can also open the page and click Page Properties in the Sidekick 2 Inthe dialog select the Blueprint tab e Current Live Copies lists all the Live Copies currently linked to this Blueprint It is not possible to modify this list CQ 5 2 WCM Page 184 of 225 Copyright 1993 2009 Day Management AG D A y Multi Site Manager e Update Content e If checked modifications to the Blueprint will be propagated e f unchecked modifications to the Blueprint will not be propagated This option should only be used in combination with a workflow e Enable Notification if checked you will be notified when the modifications are propagated Note In order to be notified you first need to subscribe to rollout e Start Workflow select the workflow to be started when the synchronization actions are triggered Refer to Chapter 1 to define your own workflow e Read only for select the group that will have read only access to the Live Copy This option prevents a group from modifying the Live Copy Note If the selected page i
57. H News amp Events HE Products E E Support 3 amp myBlog a8 2009 ag 04 E My First Blog Entry My Second Blog Entry H2 Francais 4 Deutsch Bg Espa ol SE taliano ag ate oe x S Geometrixx Asset Share C User Generated Content 11 1 1 How to Blog with CQ 11 1 1 1 Creating a new blog To create a new blog CQ 5 2 WCM Page 150 of 225 Copyright 1993 2009 Day Management AG Social Collaboration in CQ WCM Day 1 Open the CQ WCM siteadmin 2 Select the location where you want to create your blog 3 Select the New menu click the arrow next to New 4 SelectNew Page 5 Enter a Title for your new page and the Name if you do not want the default 6 Select the Blog Template 7 Click Create to create the new blog page A new page looks as follows spas ya _ 2j sallle Collaboration B Blog Archive B Blog Categories Blog Search No entries found Click here to add a new entry CQ5 Social Collaboration Entries RSS AL AW F 11 1 1 2 Posting a new blog entry To post a new entry to your blog 1 Open your blog page a o la le _ 2 ma Day alala o s Collaboration Blog Archive Blog Categories Blog Search No entries found Click here to add a new entry CQ5 Social Collaboration Entries RSS
58. Initial Values Element Name checkbox 1 Title Activate Account Description Items Now In 2 weeks fingweas E Coons Ge Items Load Path 4 2 4 8 Forms Dropdown List A drop down list can be configured with your range of values for selection You can specify a title description and element name Using the and buttons you can add or remove items then position them with the Up and Down buttons You can also allow the users to select several items from the list CQ 5 2 WCM Page 68 of 225 Copyright 1993 2009 Day Management AG D A y Default Components Initial Values Tte Multi Selectable Items tersida OOOO Then you can specify the default value Which will be selected when the list is first opened CQ 5 2 WCM Page 69 of 225 Copyright 1993 2009 Day Management AG D A y Default Components Shapes Circle Square 4 2 4 9 Forms File Upload The file upload component provides the user with a mechanism for selecting and uploading a file Upload Browse 4 2 4 10 Forms Hidden Field This component allows you to create a hidden field which may be used for various purposes Hidden Field 4 2 4 11 Forms Image Button An image button allows you to create a button with your own text and or image Submit Query 4 2 4 12 Forms Password Field This can be used when the user must input their password Password 4 2 4 13 Forms Radio Group A radio group provi
59. Inthe siteadmin wcm window select the page that you want to deactivate 2 Select Deactivate either from the top menu or the drop down menu on the selected page item You are asked to confirm the deletion Day Ceeoo Ss 2 2 New v Copy Delete Move Activate Deactivate Workflow Tools v Enter search query P2 Hep 3 Websites Title Name Published Modified In Workflow ls Locked Impressions Live Copy E Campaigns 1 Toolbar toolbar 0 Digital Assets B E Geometrix Demo Site a Ss 2 B English 3 Company company 0 S Toolbar 4 Customers customers 0 BE Services Company 5 News amp Events news 0 EE Customers 6 Products products 0 amp News amp Events 7 Support support 0 E E Products E Support 8 Test Page Test_Page 03 Apr 2009 08 Test Page w S Fran ais S Deutsch H E Espa ol S 8 Italiano og ars ae Fx EE Geometrixx Asset Share C User Generated Content 3 Refresh the siteadmin wcm window and the content is no longer published CQ 5 2 WCM Page 28 of 225 Copyright 1993 2009 Day Management AG D A y Overview of the GUI Console 2 2 New v Copy Delete Move Activate Deactivate Workflow Tools v Enter search query P Help 3 Websites Title Name Published Modified In Workflow ls Locked Impressions Live Copy a 5 Campaigns 1 Toolbar toolbar 0 C Digital Assets S Geometri Demo Site 2 Services services B 0 E E E
60. List Child pages Build list using Child pages Fixed list 6 Search Display 25 Links Order by jcr title Enter a property like jcr created 10 Maximum number of items displayed in list Enable Feed E Build List using Here you specify where the list will retrieve its content There are several methods Child pages All child pages of the current page will then be listed If you leave this empty the current page will be used as the root Fixed list Here you can specify pages to be listed Use the various buttons to add remove and position these pages CQ 5 2 WCM Page 43 of 225 Copyright 1993 2009 Day Management AG D A y Default Components Search Here you specify the search query and the page to start the query in Start in specifies the path the search is to occur in You can either type the complete path directly or type several characters then use the auto suggestion provided Search query may be a simple character string such as aenean or may have a search prefix for example in tag or title amongst others Display as How you want the items to be listed includes Links Teasers and News Order by Whether the list is to be ordered and if so the criteria to use for sorting You can enter a criteria or select one from the drop down list provided Limit Specify the maximum number of items that you want displayed in the list Enable Feed Indicates whether an
61. ML login form in conjunction with the Authorization Header Authentication Handler The HTML form must have fields for the user name and password the same field names must then be used by the Authorization Header Authentication Handler You can also use a similar form for controlled access to various areas of your website 7 1 1 1 LDAP Single Sign On and Portals The various authentication methods can be realized by using different login modules For example CQ can interact with a LDAP server that stores user information centrally eliminating the need for duplication This central server is then used to verify login information which enables you to realize Single Sign On both with other in house applications and external Portals See CRX LDAP Authentication for further information 7 1 2 Authorization Authorization determines whether a user is allowed to take action on specific areas within the system For example a user can be authorized to read or update a specific page Authorization is managed using a series of entities User A user accesses a system using their user account A user models either a human user or an external system connected to the system The user account holds the details needed for accessing CQ a key purpose of an account is to provide the information for the authentication and login processes allowing a user to log in Groups A group is a collection of users and or other groups A change in the permis
62. Monitoring the Status of Workflow Instances To monitor the status of workflow instances you can use the Instances or Archive tabs Instances tab Shows all running instances Archive tab Shows terminated workflow instances 8 5 4 1 Monitoring Workflows in progress From the Instances tab you can see the status of a Workflow in progress A list of the active Models is shown in this case RUNNING eee re Archive Demo Workflow Status Initiator 1 RUNNING admin With the Instances tab you can take various actions See Suspending Resuming and Terminating a Workflow instance and also Open History to show the actions executed to date on the workflow instance Launcher User Logout Help Workflow Instance History User Start Time End Time Action Comment 1 Start adimin Tue Apr 07 12 53 53 CED Tue Apr OF 12 53 53 CE NodeTransitian 2 Validate Content admin Tue Apr OF 1253 54 CE Tue Apr OF 13 23 21 CE ModeTransition CQ 5 2 WCM Page 136 of 225 Copyright 1993 2009 Day Management AG Working with Workflows Day 8 5 4 2 Archived Workflows After a Workflow instance has finished for whatever reason terminated as below or after successful completion it can only be seen in the Archive tab Inbox Models Instances Archive Refresh Open History Status Initiator Start Time End Time workflow Model 1 ABORTED i Tue Spr OF 12 53 53 Tue Apr OF 1 30 02 Demo Workflow 12 As the workflow ha
63. Read e e ICQ5WCM state oa amber General a Chart a p Download Flash a Image 5 List fF Nafavanean ss Collaboration Columns Form Other ALBI e SUPPORT TEST PAGE Edit Inherited Paragraphs Edit Q4 Financial Results arr ZATA O Preview Switch to preview mode Search Shopping Cart Sitemap Legal statement and My Geometrixx Privacy policy 2 Inthe sidekick click the magnifying glass preview mode CQ WCM displays the page as it appears on your web site in its final form 3 6 How To Restore Pages This section describes how to restore pages that have been previously deleted Page 31 of 225 E ull CQ 5 2 WCM Copyright 1993 2009 Day Management AG D A y Overview of the GUI Console Note Only pages that have been previously activated can be restored Each time you activate a page or tree CQ WCM creates a new version of that page or tree To restore a page to a previous version 1 Inthe wcm siteadmin window navigate to the page you want to restore and select it 2 From the top menu select Tools then Restore 2 2 E New v Copy Delete Move Activate Deactivate Workflow Enter search query P Help B Sj Websites Title Name Published Modified In Workfl Impressions Live Copy C Campaigns 1 Toolbar toolbar 4 J Digital Assets Ej 2 Geom
64. Replication then Agents on author in the left panel Select New Set the Title and Name then select Replication Agent Click Create to create the new agent Double click the new agent item to open the configuration panel Click Edit the Agent Settings dialog will open the Serialization Type is already defined as Default this must remain so a Inthe Settings tab i Activate Enabled ll Enter a Description iii Setthe Retry Delay to 60000 iv Leave the Serialization Type aS Default b Inthe Transport tab e Enter the required URI for the new publish instance for example http localhost 45047 bin receive You can configure other parameters as required Click OK to save the settings Tip You can then test operation by updating then publishing a page in the author environment The updates will appear on all publish instances that have been configured as above If you encounter any problems you can check the logs on the author instance Depending on the level of detail required you can also set the Log Level to Debug using the Agent Settings dialog as above 14 7 3 5 Configuring a Dispatcher Flush agent Default agents are included with the installation However certain configuration is still needed and the same applies if you are defining a new agent 1 Log in to the site administration of CQ5 on the author instance CQ 5 2 WCM Page 213 of 225 Copyright 1993 2009 Day Management AG D a y Too
65. Status The Websites tab displays colored indicators for the Live Copy pages Moving the mouse cursor over the icon displays the detailed status ax fe p cad p oo p Sn a o 2 E New Copy Paste Delete Move Activate Deactivate Workflow amp Tools v P Help B Websites Title Name Published Modified In Workflow ls Locked Impressions Live Copy a Campaigns 1 Toolbar toolbar a 0 a 4 Digital Assets da Geometrixx Demo Site 2 Services services E 0 SB E Geometrixx Asset Share 3 Company company E 0 B 38 My Site 4 Customers customers m 0 B El English BE Tooker 5 News amp Events news a 0 D I Services 6 Products products a 0 B a Company 7 Support support a 0 B E amp Customers E amp News amp Events ay My Page my_page e z e Es S Products E S Support 2 My Page CQ 5 2 WCM Page 189 of 225 Copyright 1993 2009 Day Management AG D A y Multi Site Manager A Live Copy page has one of the following icons Table 13 2 o lon ff Desorption i i O Live Copy from the Blueprint page lt path of the page gt The page contains paragraphs for which Live Copy has been cancelled lock open on the Live Copy The page has been created on the Live Copy The Blueprint page lt path of the page gt has been deleted Either the Live Copy or the Blueprint page lt path of the page gt has been locally modified 13 4 4 2 Live Copy Paragraph status 13 4 4 2 1 Viewing the parag
66. The following screenshot shows the publish agent in the author environment as included with CQ WCM ay Refresh All WwW P gt e Mixing Fe Security Q D g y Path LJ fetc replication agents author publish jcr content E 3 Name Type Value E3 w var ntunstructured w libs E cgilastModified Date 2009 0 1 197 15 25 20 290 01 00 E D etc cq lastModifiedBy String admin E ov blueprints cq template String fibs replication templates agent Ez l cqde enabled String true D designs jer description String Agent that replicates to the default i importers publish ins view i linkchecker jer title String Default Agent i newsletter loglevel String info packages retryDelay String 60000 iW replication 4 serialization ype String durbo E fa agents author 7 sling resourcelT ype String replication components agent jor content transportPassword String admin E W publish transportUri String http localhost 4503 bin receive E amp jcr content transportUser String admin G fush g publish_reverse E3 fa agents publish Node w treeactivation Name jer content E3 w tags Path fetc replication agents author publish jcr content a workflow UUID N A node not referenceable l apps Depth 5 amp content 0f child nodes o J tmp w Is New false lt j ii gt Is Modified false lt 4 14 7 3 3 Configuring Reverse Replication Reverse replication is used to get use
67. _2583 gif MG_2584 gif MG_2586 gif 4 You can use Rename to to assign a new name to the asset 5 Select whether to Adjust references to the original asset to point to the new name and or location 6 Click Move for the asset to be moved and or renamed 6 2 8 Activate Here you can Activate a single asset 6 2 9 Deactivate Here you can Deactivate a single asset 6 3 Applying Workflows to Digital Assets Workflows can be applied to assets in exactly the same manner as for pages See Chapter 8 for further details Various workflows are supplied with CQ WCM for manipulating assets e Dam asset syncer and metadata extractor e Dam delete asset CQ 5 2 WCM Page 100 of 225 Copyright 1993 2009 Day Management AG Digital Asset Management Day e Dam sub asset processor e Dam update asset 6 4 How to upload a Digital Asset using WebDAV Digital Assets can be manipulated using WebDAV This is often of particular use when uploading a large number of assets Note Updating or deleting assets can be done using the same basic method To upload a digital asset using WebDAV use the following steps 1 Connect to the DAM tab in CQ WCM Here you can see what is already available FAN 2 jnew v Copy Paste Delete Move Activate Deactivate Workflow Enter search query P Help Sj Digital Assets Title Published Modified In Workflow Dimensions Size a J geometria 1 day_gartner_newsi 68 KB 2 d
68. ab enables you to take action on the individual assets CQ 5 2 WCM Page 95 of 225 Copyright 1993 2009 Day Management AG Digital Asset Management Day 6 2 1 Upload File This option allows you to upload a new asset file 1 Navigate to the required location 2 Click New to open the dialog Use Browse to locate and select the file you want to upload Upload File to content dam qeometrix company _logo jpg 3 Click Close to close the dialog 6 2 2 Create Folder You can create a folder to hold a collection of assets This is purely organizational 1 Navigate to the required location 2 Click the arrow by New then select New Folder You can now specify a name Create Folder Label of the new folder eg myfolder 3 Create will generate the folder 6 2 3 Delete To delete an existing asset CQ 5 2 WCM Page 96 of 225 Copyright 1993 2009 Day Management AG Digital Asset Management Day 1 Select an asset 2 Select Delete You will be asked to confirm the action Delete Page You are going to delete folowing pages content dam Demo_Folder Rhododendron bmp Are you sure 3 Select yes to actually delete the asset or No to abort the action 6 2 4 Edit the metadata for an Asset Metadata is additional information about the asset that can be searched 1 You can open the metadata of an asset for editing by either selecting the asset then the drop down menu option Open or by
69. ability Equivalent in Sidekick in CQ4 by Default Topnav Top Appears at the top of the page navigation bar and helps users navigate to the different content sections Trail Appears at the top of the page Breadcrumb and shows users the path they have taken down through the hierarchy 4 2 Components available from the Sidekick or Insert New Component The following components are part of the standard library of components available in CQ5 Within the siteadmin they are available from e the components tab of the sidekick e the Insert New Component selector when you double click in the Drag components or assets here area They are sorted according to five categories e General Includes basic components including text images tables charts and so on e Collaboration Includes Social Collaboration components including comments and ratings e Columns Includes components necessary for organizing the layout of the content e Form Includes all the components needed to create a form e Other Includes gadget search and tag cloud components 4 2 1 General The General components are the basic components that you use to create content excluding forms column layout and specialized components such as tag clouds search and gadgets 4 2 1 1 Chart The Chart component lets you add a bar line or pie chart CQ WCM creates a chart from the data you provide You provide data by typing directly into the Data tab
70. activate the entire tree in one action You can also perform a Dry Run to emulate an activation and highlight which pages would be activated To activate a complete tree of your website ooh Access the Tools tab in CQ 2 Click on Replication the folder will expand 3 Then double click on Activate Tree 4 The following dialog screen will be shown Tree Activate start Path content geometrixx en Demo_Page Select location to activate M Only Modified O Only Activated M ignore Deactivated Activate Simulating tree activation below path content geometrixx en Demo_Page of all pages that are modified and not deactivated Activate Demo Page fcontent geometixxen Demo_Page modified Ignore not modified Binderlabel doc content geometixxen Demo_Page Binderlabel doc Ignore not modified Altematives fcontent geometixxen Demo_Page Samen Liste 2009 Altematives Ignore not modified Developer s Guide fcontent geometixx en Demo_ Page DevelopersGuide Activated 1 of 4 resources In 0 seconds 5 Enterthe Start Path This specifies the path to the root of the section you want to activate publish This page and all pages underneath will be considered for activation or used in the emulation if a Dry Run is selected 6 Activate the selection criteria as required e Only Modified only activate pages that have been modified e Only Activated only activate pages that have already been activated Acts as a form o
71. activated This page has never been published 3 5 4 Locking Pages ie Publication failed There is no connection with the publish To lock a page that you are working on so no one can modify the contents or activate it 1 Inthe siteadmin wcm window select the page that you want to lock 2 Double click the page to open it for edit CQ 5 2 WCM Page 29 of 225 Copyright 1993 2009 Day Management AG D a y Overview of the GUI Console 3 Inthe Page tab of sidekick select Lock Page Page Properties Delete Page Activate Page Show References 4 Amessage shows that your page is locked to other users Lock Page Page successfully locked 5 CQ WCM displays the page as locked and indicates which user has locked the page p salg er fp 3p Sip o 2 New v Copy Delete Move Activate Deactivate Workflow Tools v Enter search query P Help BE Websites Title Name Published Modified In Workflow is Locked impressions Live Copy J Campaigns 1 Toolbar toolbar 0 C Digital Assets E Geometrixx Demo Site 2 Services sorvices B 0 B E English 3 Company company m 0 B Toolbar 4 Customers customers B 0 E Services Company 5 News amp Events news E 0 H Customers 6 Products products B 0 aE News amp Events 7 Support support a 0 E amp Products acai 8 Test Page Test Page a Rod amp Test Page w Francais E Deutsch EE Espa ol 4 Italiano ae BRS oe Fx E Geom
72. affic e On Activation the modifications are propagated when the Blueprint is activated Update Content e If checked modifications to the Blueprint will be propagated e If unchecked modifications to the Blueprint will not be propagated This option should only be used in combination with a workflow Enable Notification if checked you will be notified when the modifications are propagated Note In order to be notified you first need to subscribe to rollout Start Workflow select the workflow to be started when the synchronization actions are triggered Refer to Chapter 1 to define your own workflow CQ 5 2 WCM Page 179 of 225 Copyright 1993 2009 Day Management AG D a y Multi Site Manager e Read only for select the group that will have read only access to the Live Copy This option prevents a group from modifying the Live Copy Click Next Create Site Sync Trigger On Rollout select the method that will trigger a Live Copy synchronization Synchronization Actions Update content Enables content update Enable F Notification Enables notification Start workflow Select a workflow to be started on synchronization Read only for Select the groups that will have read only access on the copies 1 Select Blueprint gt gt 2 Languages gt gt 3 Chapters gt gt 4 Owner gt gt 5 Live Copy gt gt 4 Finish 8 Click Create Site to create the Live Copy Create Site Setup Complete You
73. age when invoking the OSGi Management console OSGI Management Console The name of the HTTP Authentication Realm admin The name of the user allowed to access the OSGi Management Console To disable authentication clear this value admin The password for the user allowed to access the OSGi Management Console Save Reset Delete org apache felix webconsole internal servlet OsgiManager Configuration Binding Unbound or new configuration 3 Inthe Password field change the password 4 Click Save to save your changes CQ 5 2 WCM Page 224 of 225 Copyright 1993 2009 Day Management AG Day Appendix C Copyright Licenses and Formatting Conventions For all copyright statements and license agreements see Copyright Licenses and Disclaimers C 1 Formatting Conventions The following tables detail formatting conventions used within this guide Table C 1 Formatting Conventions Text Style Description Example Cross reference Cross reference to external documents See the Microsoft Manual of Style for Technical Publications GUI Item Item User interface items 00 interface items Click Save Save nan shortcut Sa shortcuts Ki Ctr1 a Mouse Button Mouse buttons Secondary mouse button usually the right mouse button Link Link to anchor points within the current hitpo www day com document and or external sources Code Tode Example of programming code if weather sunny Sa ae
74. agement AG D A y Default Components Edit Component Ed General Image Parent Level absolute Image Margin Parent Level absolute Determines where the logo image points to that is when users click the logo they go to the level indicated In Geometrixx if you enter 1 the logo link points to content geometrixx and if you enter 2 the logo link points to content geometrixx en and so on Image Margin Sets the margin between the image and the remaining space Image Drag an image to the logo image then map crop or rotate as required 4 3 7 Paragraph System parsys The paragraph system parsys is a compound component that allows authors to add components of different types to a page and contains all other paragraph components Each paragraph type is represented as a component The paragraph system itself is also a component which contains the other paragraph components You configure which components users see by making them available to the user in Design mode For example the content of a product page may contain the following e An image of the product in the form of an image or textimage paragraph e The product description as a text paragraph e A table with technical data as a table paragraph e A form users fill out as a forms begin forms element and forms end paragraph CQ 5 2 WCM Page 85 of 225 Copyright 1993 2009 Day Management AG D A y Default Components Edit Component 3 ParSys Design
75. agraphs Select multiple paragraphs Copy selected paragraph s Cut selected paragraph s Note The cut paragraph will not disappear until it has been pasted to the new location OOOO peen Paste as eterence O per eete selected paragraphisy Backspace Delete selected paragraphs Alt right click Force default browser context menu CQ 5 2 WCM Page 220 of 225 Copyright 1993 2009 Day Management AG Day Appendix B Security Checklist This section deals with various steps you should take to ensure that your CQ5 installation is secure B 1 Change Default Passwords Day strongly recommends that you change the passwords for the following privileged admin accounts on all instances after installation 1 The CQ admin account o Important The CQ admin account and the CRX admin accounts are actually one and the same So once you have changed the password for the CQ admin account you will need to use the new password when accessing CRX T Important To change the password for the CQ CRX admin account you need to make changes in both CRX and the OSGi Console See the section called Changing the CQ admin password in the CRX console and the section called Changing the CQ admin password in the OSGi Apache Felix console 2 The CQSE Communique Servlet Engine admin account 3 The Apache Felix Web Management Console admin password Note Further actions are described i
76. ain characteristics Such as job description location interests which can be used to personalize the content they can see e take actions These can then be analyzed and matched against behavior rules to tailor the content they see Content e is what the user wants to see Preferably content of interest and use to them for fulfilling their tasks e can be categorized and therefore made available to users according to predefined rules e must be dynamic in other words the content must in some way be dependent upon the user if every user would see the same content then personalization would be redundant Rules e define how personalization actually happens which content the user can see and when Personalization can be either Explicit e Customization whereby the user makes selections from a choice of content sources Implicit e Rules based business managers define specific rules for actions based upon specific profiles and or behavior e Simple filtering selections are made on the basis of predefined profiles at user and or group level e Collaborative recommendation filtering user behavior is registered according to predefined rules These rules are based on behavior observed with like minded individuals The information collected is used to tailor the information displayed to the user particularly in the form of recommendations 10 2 How and when can Personalization be used Personalization can be us
77. al Post Rating or Comment J No comments or ratings yet 4 2 2 3 Sign out The Sign out component has two functions e shows the account currently logged in e provides a link that allows you to log out from this account You can configure various texts and parameters CQ 5 2 WCM Page 55 of 225 Copyright 1993 2009 Day Management AG D A y Default Components Edit Component x Title Logout Text Clear Authentication Header Hide Class Text The text to be displayed prior to the account name Logout Text The text to displayed on the logout link Clear Authentication Header Activate if being used in conjunction with BASIC Authentication Hide Class The name of the CSS class to be hidden in the case of authenticated requests Leave this field empty to display all The following example shows the Sign out component used in Geometrixx with the default parameters as above You are logged in as admin log out 4 2 3 Columns Columns control the layout of content in CQ WCM 4 2 3 1 Two 2 Columns A Column Control component that defaults to 2 equal columns 4 2 3 2 Three 3 Columns A Column Control component that defaults to 3 equal columns CQ 5 2 WCM Page 56 of 225 Copyright 1993 2009 Day Management AG D A y Default Components 4 2 3 3 Column Control The Column Control component lets users split the content in the main panel of the web page into multiple columns Users specify the number of co
78. alidate Content Validate Content admin Tue Apr 07 12 53 54 CEST 2 content geometrixx en demc Apply Demo Workflow to De Complete Work Item gt Next Step Comment Available Destinations Cancel Publish Publish Page Note The number of steps listed depends on the design of the workflow 3 Click OK to confirm the action 8 5 2 3 Delegating a Participant Step If a step has been assigned to you but for any reason you are unable to take action you can delegate the step to another user or group 1 Click the Delegate button in the top navigation bar 2 Inthe resulting dialog select the User you want to pass the action to A drop down list shows all appropriate users If the step has been defined with one user then only this user will be available the step cannot be delegated to anyone else If a group has been defined then the list shows the group itself and all individual users within the group You can delegate to either the entire group or an individual user within that group A Comment can also be entered Instances Models Refresh Complete Step Back Delegate User Logout Help Archive Launcher Title Description Participant Start Time Payload Comment 1 Validate Content Validate Content admin Tue Apr 07 12 53 54 CEST 2 content qeometrixx en demc Apply Demo Workflow to De Delegate Work Item x User Comment Available Users
79. and Security This is the extended documentation E J Working with Workflows J Tag Administration C Personalization C Social Collaboration in CQ WCM C Extending CQ documentation and O B Multi Site Manager Previous a G Tools Custom J Security Checklist S C Copyright Licenses and Formatting myDocumentationBook Important The pages containing the online help must not be published activated as they contain proprietary information that is the property of Day CQ 5 2 WCM Page 168 of 225 Copyright 1993 2009 Day Management AG Day 13 Multi Site Manager This section describes the functionalities of the CQ5 Multi Site Manager MSM With CQ5 you can manually manage multiple sites When the number of sites in the same language is low three to five a manual process is most efficient However as soon as the number of sites grows or when multiple languages are involved it becomes more efficient to use an automated functionality the MSM The MSM lets you define relations between the sites and also lets you define to what degree re use or control is exerted on the different sites The MSM once set up does this automatically MSM reduces the time it takes to manage your websites and increases re use for e Different language editions of a website e Automatic updates of one or more sites based on a source site It allows you to e Enforce a common base structure and common content across all versions of
80. and store the configuration on the current page Note Disabled actions are inherited from the blueprint and cannot be modified Sync Trigger On Rollout sync Actions Update Content Enable Notification Start Workflow Read only for 3 Click OK to close the dialog 13 4 3 Rolling out Changes on the Blueprint to the Live Copy Rolling out consist of propagating the changes made on the Blueprint to the Live Copy This section describes how to roll out the changes from the Blueprint to the Live Copy CQ 5 2 WCM Page 187 of 225 Copyright 1993 2009 Day Management AG Day Multi Site Manager The following rules apply for a rollout e A rollout can only be triggered on the Blueprint There is one exception to this rule when a paragraph is re locked on a Live Copy page a rollout is automatically triggered on a Live Copy e A rollout can be triggered for one page or for a page and all its sub pages e A rollout can be triggered for a paragraph To roll out the changes from the Blueprint to the Live Copy 1 Open the Blueprint page 2 Inthe Sidekick in the Page tab select Rollout Page 3 Inthe dialog select the Rollout Scope Rollout entire page io only roll out the page Rollout page and all sub pages io roll out the page and all its sub pages Rollout selected components to roll out the paragraphs selected in the page Delete rollout selected components when this option is checked the selected componen
81. anonymous B rep workspaces rep userId String admin oO etc rep ntimhash String 209c6 174da490caeb422f3fa5a7ac634 a gt Set User Password Windows Internet Explorer f User Name admin Enter new password LIT Retype new password eee ee TR Hministrators rep member nf child nodes n lt lt 5 Enter the new password and re enter to confirm and click OK to save your changes Note The new password is instantly persisted in the repository a dedicated click on Save A11 is not required B 1 1 2 Changing the CQ admin password in the OSGi Apache Felix console To change the admin account in the OSGi Apache Felix console 1 Navigate to http lt server gt lt port_number gt system console configMgr and login as admin to open Configurations in the Apache Felix console 2 Inthe Configurations menu select CRX Sling Client Repository CQ 5 2 WCM Page 222 of 225 Copyright 1993 2009 Day Management AG D A y Security Checklist APACHE Apache Felix Web Management Console felix Configuration Audit Log Bundle Resource Provider Bundles Components Configuration Configuration Status Deployment Packages Event Admin GFX supported Fonts JCR ResourceResolver Licenses OSGi Repository Run Modes Script Engines Startlevel Manager System Information Threads CRX Sling Client Repository com day crx sling client impl CRXSlingClientRepository
82. apanese Spanish CUstomersicasesS x x x m x customersicases cars_online_corp x x x m x customers cases cea x x x m x customersicases newco_international_limi x x x r x customersicases pharmaone x x x x x CUSTOMErSICAZESNACIE tauto x x x fignore L ermari Japanese Japanese Spanish Spanish English Enalish French French 8 Click OK to close the dialog 9 Inthe next dialog click Yes to confirm the copy 13 3 Managing the Translation of your Language Branches When your website consists of several language branches and when you create a new page in your reference language branch you can start a translation workflow that automatically creates new pages in the language branches of your choice and helps you translate the pages by displaying side by side the page to be translated and the reference page This procedure describes how to start the translation workflow and how to display the reference page beside the page that needs to be translated Important The website must have at least two language branches 1 Inthe Siteadmin tab create a new page in your reference language branch for example English 2 Open the new page and add the desired text 3 Inthe Sidekick in the Workflow tab select Translation CQ 5 2 WCM Page 172 of 225 Copyright 1993 2009 Day Management AG D A y Multi Site Manager 1 Check the language branch es into which you would like to have a new page created 2 Inth
83. arsys will draw an anchor for each component Allowed Components Forms Agenda View Lens Blog Archive Blog Categories Category Predicate Chart Column Control Comments Date Predicate Day View Lens Delete Action Click the arrow on the sidekick to return to Edit mode 3 3 3 Preview Mode This mode allows you to preview the page as if it were appearing on your website in its final form Again the sidekick is minimized CQ 5 2 WCM Page 22 of 225 Copyright 1993 2009 Day Management AG Overview of the GUI Console box_software 2 s shapes for centuries a Test Page N Nunc nonummy est id ipsum Etiam Second paragraph aliquam porttitor lacus Integer tincidunt convallis enim Aenean Third paragraph imperdiet nisl vitae massa Peter Johns Vice President of Sales and Marketing u advanced search SERVICES COMPANY CUSTOMERS Welcome to Geometrixx gt Test Page Contacts Feedback Login PRODUCTS SUPPORT TEST PAGE z Q4 Financial Results Shopping Cart Sitemap My Geometrixx 2008 Copyright Day Software AG All rights reserved Read Legal statement and As in Design mode click the arrow on the sidekick to return to Edit Mode 3 4 Using the Content Finder The Content Finder is a quick and easy way to find content within the repository when editing a page 3 4 1 Finding Images This tab lists any images in the repository After
84. ath CQ 5 2 WCM Page 15 of 225 Copyright 1993 2009 Day Management AG Day Overview of the GUI Console On Time The date and time at which the published page will be activated When published this page will be kept dormant until the specified time Leave these fields empty for pages you want to publish immediately the normal scenario Off Time The time at which the published page will be deactivated Again leave these fields empty for pages you want to publish immediately Vanity URL Allows you to enter a vanity URL for this page Redirect Vanity URL Indicates whether you want the page to use the vanity URL Page Language Defined language of the page Redirect Target Target to which the page should be redirected Design Path Path of the page design Tags Keywords Here you can add or remove tags from the page by updating the list in the selection box e A completely new tag can be entered by typing the name in an empty space in the selection box e With the drop down functionality you can select from existing tags e An x appears when you mouse over a tag entry in the selection box this can be used to remove that tag for this page fcontentgeometrixxjfen Test_Page icricontent gt lt Global Advanced Tags keywords Impressions Page Analytics Blueprint IdF ml Ww pest CQ 5 2 WCM Page 16 of 225 Copyright 1993 2009 Day Managem
85. ation when configuring personalization and time must be taken to ensure that the correct implementation is used This will be discussed in more detail later Accuracy of Rules Personalization realized by tracking the user s behavior or setting rules based on the user s profile must be accurate and logical CQ 5 2 WCM Page 147 of 225 Copyright 1993 2009 Day Management AG Personalization Day There is nothing more frustrating to the user than having content forced upon or denied to them because of the inaccurate logic of a rule Therefore rules must be well thought out with the user s requirements in the foreground This can take a lot of effort and is not to be under estimated defining the business rules often outweighs the technical effort when implementing personalization When to use Like many features on the web personalization should be used with care Will its use really benefit the user should always be the first consideration or whether the desired goal can be achieved with less effort by another method Personalization can run the risk of being a feature that users configure once to see how it works and only once as it brings them no real advantages Personalization is only meaningful when the content is dynamic dependent on the user in some way If all users see the same content then the personalization is redundant Confidentiality Many users are concerned about Data Protection and Se
86. back Login Newsletter register Searc Shopping Cart Sitemap My Geometrixx 2008 Copyright Day Software AG All rights reserved Reade Legal statement and Privacy policy Click Start Workflow to save your selection and start the workflow Now the workflow is running Once a page has been linked to a workflow it will be indicated in the siteadmin CQ 5 2 WCM Page 132 of 225 Copyright 1993 2009 Day Management AG Working with Workflows Soy Websites Published Modified Invorkflow Is Locked Impressions Live Copy Campaigns H Digital Assets 32 Geometries Demo Site Services Services English Company company 4 Toolbar 4 Services a Company News amp Ever news 4 E Customers Products products 4 Hews amp Events 4 Products a Support Demo demo_page Demo H 2 Fran ais 4G Deutsch H gE Espa ol 4 gE talano MEET ag A Geometrixx Asset Share User Generated Content Toolbar toolbar Customers customers Support Support 8 5 2 Taking actions on a Participant Step Any participant steps that you have created will be assigned to the specific user or group who will need to take action e When the task is completed they then acknowledge this fact by completing the workflow step see Completing a Participant step e If the specific user s are unable to take action they can delegate responsibility to another user or group see Delegating a Participant step e f n
87. blag w Update Interval in 300 Seconds 4 Inthe Feed URL enter the source url for the blog data The format is rss lt URL_OF_BLOG gt for example rss http blog nameofblog com feed xml 5 Inthe Import to Path field add the path where the imported blog should be stored such as content blogs myblogs 6 Inthe Update Interval in Seconds field enter a time in seconds The minimum is 300 seconds The first import of blog information happens after the time you specify you do not see content import until after the specified time Note The minimum can be reconfigured in the OSGi interface to less than 300 seconds but reconfiguring the minimum is only recommended for testing purposes 7 Click OK Your import configuration is stored Scheme Source Imported to Path Import Interval in Secom Path of Importer Configuration 1 rss http imyblog blog com feed xml fcontent geometrixx ensmy_blog 300 fetcimporters polling6_1 240058498209 8 Navigate to your blog After the specified interval imported data appears on the blog 11 2 Calendars The Calendar template has the following functionality e You can create one or more calendars where you add and modify events The calendar can be embedded e Calendars have month and agenda views e You can filter events e You can subscribe to an ICS from the web for example google calendar and import those events into your CQ calendar CQ 5 2 WCM Page 155 of 225 Copyright 199
88. ce General A reference to content on Yes another page This allows reuse of content without redundant copies of that content Reference is linked to the original content so that changes to the original are automatically reflected Search Other A search dialog with related Yes search search functionality Sign in Form Allows you to submit a Yes username and password when logging in Sign in Sign up Form Allows you to either sign in to an Yes existing account or to sign up for a new account Sign out Collaboration Indicates the user currently Yes logged in and gives you a link to log out Slideshow General Dynamic slideshow that rotates Yes through a set of selected images Table General A table with various formatting Yes table options Tag Cloud Other Here a selection of tags from within your website are shown graphically based on the volume of user visits to the appropriate web pages Teaser Other A piece of content usually an image displayed on a main page to tease users into accessing the underlying content Text Image General Text with an accompanying Yes textimagejcr image displayed to either the left or right feo Title General Title of the page can be different from the page name Toolbar Appears at the bottom of the page and is a navigational tool CQ 5 2 WCM Page 36 of 225 Copyright 1993 2009 Day Management AG D A y Default Components Purpose Avail
89. check external links and access your user inbox Digital Assets Manage digital assets Tools Manage packages designs importers workflow templates and scripts replication agents and upgrades Security Manage users and permissions Workflow Manage pages that are in a workflow create new workflow models using an easy to use graphical user interface Manage your tags and taxonomies Throughout CQ WCM you can access the integrated version of this guide by using the icon as seen here in the Sidekick 3 1 Navigating CQ WCM Although each of the windows has different options how you navigate CQ WCM is essentially the same e Double click to open items e Access items from the tree list Click x to expand and to collapse those items CQ 5 2 WCM Page 4 of 225 Copyright 1993 2009 Day Management AG D A y Overview of the GUI Console Click the tabs to access other windows Available commands are above the items e Logging in and out is handled in the upper right corner Collapse the sidebar by clicking the arrow Search for pages using the search box Tree list of available websites and pages Click to expand tree Click tabs to access other windows Login management Available commands appear above individual items Search functionality Online Help New Copy Delete Move Activate Deactivate Workflow E Tools Sj Websites Title Name Published M
90. cording to a template selected by the author CQ 5 2 WCM Page 91 of 225 Copyright 1993 2009 Day Management AG D Qa y Default Templates Geometrox Content Page Template Blog Template Kubrick Bieg Tour plata I __o Calendar Template F a ean E j r bunam F Title The title displayed on the resulting web page Label The label used when naming the page Template A list of templates available for use when generating the new page The following example illustrates the contentpage component CQ 5 2 WCM Page 92 of 225 Copyright 1993 2009 Day Management AG D A y Default Templates PEOC IEJE SERVICES COMPANY CUSTOMERS NEWS amp EVENTS PRODUCTS SUPPORT TEST PAGE 2 Welcome to Geometrixx gt FAQs Say gt Edi oO it Thumbs il 0 P 7 Inherited Paragraphs Edit Insert E Thumbs Details j Sapesfor centuries amp a Ol i a FAQs General m zi Q4 Financial Results 3 i Chart Geometrixx has just reported another record quarter Go here a Download for the full Q4 report Lorem n ipsum dolor sit amet Nunc nonummy est id ipsum Etiam Flash consectetuer adipiscing elit aliquam porttitor lacus Integer Nunc eget neque Nunc news_new png tincidunt convallis enim Aenean condimentum ipsum et orci imperdiet nis vitae massa
91. ct listing component See product listing The Bulk Editor allows for very efficient editing when the visual page context is not needed The Bulk Editor lets you do the following e Search for items using GQL Google Query Language e Make changes to content items directly in the bulk editor to any of those items and save those changes e Export the results into a tab separated tsv spreadsheet file e Product Listing Component only Import content from a tsv spreadsheet file 14 1 1 Example Use Case for the Bulk Editor For example if you need all the names and email addresses of users who filled out a particular survey the Bulk Editor can provide that information and you can export it into a spreadsheet An example of such a use case is included in the Geometrixx web site 1 Navigate to the Support page and then to the Customer Service Satisfaction survey 2 Inthe Start Form paragraph click the Action Configuration tab and then click Show Report CUSTOMERS the trust we eami COMPANY who we are SERVICES about our services SUPPORT 24r available PRODUCTS what we do NEWS amp EVENTS stay inhormed Welcome to Geometrie gt Support gt Customer Satisfaction SUPveYy Thank you Customer Satisfaction Survey Please take a Few moments to complete this satisfaction survey Edit Inherited F Geocu Nunc nonummy est id ipsum Etiam aliquam porttitor lacus Inte
92. curity In particular concerning data retrieved when tracking their behavior when surfing the web 10 5 Personalization and Access Personalization should be considered separately from access control but they do interrelate Personalization itself does not create any form of access control It is simply a method of steering what the user sees it does not restrict the user from accessing other content and as with any content they need to have the correct access controls already assigned However access control can be used to create a form of personalization If you allow or deny a user access to content this inevitably affects the choice of content that they have available thus personalizing their web experience 10 6 Components available for Personalization Various components are provided with CQ WCM to realize personalization Some allow users to log in and edit their profiles others like My Gadgets allow the users to configure a specific page Table 10 1 Personalization Components within CQ5 Checked Password Field Requests password and confirmation of password Combined Sign in Sign up Allows the user to either sign in to an existing account or to sign up for a new account Forms Address Field A complex field allowing the input of an international address Forms Captcha A field consisting of an alohanumeric word that refreshes automatically The captcha component protects websites against bots Forms Checkbox Group Multip
93. d extra process participant or container steps to either branch as required CQ 5 2 WCM Page 126 of 225 Copyright 1993 2009 Day Management AG D A y Working with Workflows As with AND Split to delete an OR Split click the delete icon p that appears when you position your mouse over the branch split or join 8 4 Creating a Workflow First you must create your workflow You can then apply an instance of this version dependent when managing your website T Important Actions on workflows can only be undertaken if e you are working with the admin account e the account has been assigned to the default group workflow users which holds all the privileges necessary for your users to perform workflow actions Note For simplicity the following examples have all been made using the admin account 8 4 1 Creating a new Workflow Model The actual creation is a small step a skeleton workflow with 3 default steps will be created 1 Open the Workflow console 2 From the Models tab select New from the top navigation bar The New Workflow dialog opens 3 Specify the Title for your workflow 4 Click OK to save and close the dialog You return to the Models tab where you see your new workflow in the list 8 4 2 Editing the Workflow When you create a new workflow a skeleton workflow is created with a minimum of steps For the workflow to become meaningful you must edit it 1 Open the Workflow console 2 F
94. d to manage your tags and taxonomies It shows information about the tags already created for your website and a count of how often they are referenced in the website CQ 5 2 WCM Page 141 of 225 Copyright 1993 2009 Day Management AG D A y Tag Administration elete Edit 3 Tags Title Description TagiD Publication D Publisher CJ Standard Tag Namespace default SS Marketing iE Y Interest BE Stock Photography stockphotography Stock Photography Categories used typicall stockphotography 0 Standard Tag Name default 0 marketing Marketing marketing 149 B Animals Architecture And Buildings Es V Arts And Entertainment iE P Business iE P Celebrations amp Holidays V Concepts And ideas Es V Food And Drink Health And Beauty S lllustrations Vectors iE V Industry E Isolated Objects B Lifestyle P Locations And Trawel E P Nature Es Y Objects Equipment E Science And Medicine iE P Sports And Leisure 5 V Technology ilustrations_vectors From here you can perform various actions on tags and or namespaces 9 4 2 1 Creating or Editing Tags and Namespaces 1 Depending on the level you are starting from you can create either a tag or a namespace using Create a Ifyou select Tags you can create a namespace ohhh Sh th Sj Tags ipti Publication Date Publisher C Standard Tag Namespace 5 Marketing S C Stock Photography stockphotography Namespace Name Title Descript
95. dd or remove images and assign each a title Under Advanced you can also specify the size of the display area CQ 5 2 WCM Page 47 of 225 Copyright 1993 2009 Day Management AG D Qa y Default Components Edit Cut Copy Paste Delete Insert content dam geometrixx IMG_258l gif content dam qeometrixx IMG_2581 qif New slide content dam qeometrixx IMG_2592 gif content dam qeometrixx IMG_2583 qif content dam qeometrixx IMG_2579 gif content dam qeometrixx IMG_2588 gif content dam qeometrixx IMG_2588 gif 4 2 1 9 Table The table component lets you add a table You can create a table component either by copying and pasting a spreadsheet or a table from another external editor such as Notepad into CQ CQ 5 2 WCM Page 48 of 225 Copyright 1993 2009 Day Management AG D a y Default Components WCM or you can create one from scratch Using Tab in the table component moves you from field to field and does not create separate columns in a table If you are typing the table contents directly into the table you manually add rows and columns by clicking the appropriate button Put the cursor in the cell you want to add text to and type the information into the Rich Text Editor The information appears in the selected cell Table B 7 U B h HE Fe 75 Add Row Add Column Delete Row Delete Column AA AB Dept Goal Finance 25 RnD 75 First row contains headers Rich Text Editor The area at the top of the
96. de Groups Edit Hame Id Type Angelika Frank afrank a Developers Developers i a IT B Jane Smith jamith a Jeremy Hodges jhodges a 2 To make either users and or groups reappear click the corresponding button again 7 3 4 Creating Users and Groups To create a new user or group 1 Inthe Security window tree list click Edit and then either Create User or Create Group Enter fiter query P Hide Users Hide Groups Edit GS Developers Mame Id Create User Angelika Frank afrank Create Group Developers Developers IT IT Jeremy Hodges Jane Smith jemith Pete Jones 2 Enter the required details according to whether you are creating a user or a group a Ifyou select Create User you enter the Login ID first and last name email address and a password Create User x Login ID jsmith First Name Jane Last Name Smith Mail jsmith google com Password once Confirm Password eee b If you select Create Group you enter a group ID and an optional description CQ 5 2 WCM Page 115 of 225 Copyright 1993 2009 Day Management AG D a y User Administration and Security Create Group ID Developers Description Developers in Engineering Department 3 Click Create The user or group you created appears in the tree list 7 3 5 Deleting Users and Groups To delete a user or group 1 Inthe Security window select the user or group you want to delete If you want to delete multiple items Shift clic
97. delete an AND Split click the delete icon p that appears when you position your mouse over the branch split or join CQ 5 2 WCM Page 125 of 225 Copyright 1993 2009 Day Management AG Day S New Step Description of the new step 8 3 5 OR Split Working with Workflows PIPE SLIL MPU er LEP Waele Ruy x a Remove split au Fell Step Description of the new step Create a split in the workflow whereby only one branch is active This allows you to introduce conditional processing paths into your workflow Selecting this adds two branches to the workflow with aNew Step in each branch ral 8 New Step Description of the new step The edit icons q New Step Bx Description of the new step on each branch allow you to define when this branch is used Properties Name Defaut Route gt Walue fakke Rule You can define Default Route You can define which branch is followed if no rules have been defined on either branch or neither are fulfilled You cannot set both branches to the same value Rule Here you can define the path to a script that contains the logic controlling whether a particular branch will be activated For example if you reference the sample script etc workflow scripts rule false ecma then false will always be returned PinCE LOM cneck 4 return false After creating such an instance you must edit both of the New Step instances You can then ad
98. der or click to upload an image Image crop tools a __ el Edit Component Aspect ratio Free crop E3 Image Advanced i 23 Map Dh crop W Rotate Py clear Image You can drag an image from the content finder or click to open a browse window where you can load an image After the image is loaded you can create a clickable image map crop the image rotate it or delete it To zoom in and out of the image use the slide bar beneath the image above the OK and Cancel buttons Map To map an image click Map You select how you want to create the image map rectangle polygon and so on and specify where the area should point to Crop Click Crop to crop an image Use your mouse to crop the image Rotate To rotate an image click Rotate Click Rotate repeatedly until the image is rotated the way you want it Clear Remove the current image Advanced These tools include the title description and the size Title The title of the image Description A description of the image CQ 5 2 WCM Page 42 of 225 Copyright 1993 2009 Day Management AG D A y Default Components Size Sets the height and width of the image The following example is an image component used in Geometrixx This image represents fresh fruit 4 2 1 5 List The List component allows you to configure search criteria for displaying a list
99. des you with a list of one of more radio checkboxes only one of which may be selected at any particular time CQ 5 2 WCM Page 70 of 225 Copyright 1993 2009 Day Management AG D A y Default Components Initial Values Element Name channel Title Channel Name Description Items BBC 1 BBC 2 ITV 1 Film4 Channel 4 Ttems Load Path You can specify a title description and element name Using the and buttons you can add or remove items then position them with the Up and Down buttons Channel Name BEC 1 BBC 2 Urvi Filma Channel 4 1OO 4 2 4 14 Forms Submit Button This component allows you to create a submit button with your own text Submit Now 4 2 4 15 Forms Text Field Here you can configure a text field of one or more lines with your own lead in message CQ 5 2 WCM Page 71 of 225 Copyright 1993 2009 Day Management AG D A y Default Components Your message 4 2 4 16 Profile Avatar Photo This component provides the user with a mechanism for selecting and uploading an Avatar Photo file Awatar Browse 4 2 4 17 Profile Detailed Name This component allows the user to input a detailed name Name Given Name Middle Name Family Name pe ee ooo Honoric Suffix 4 2 4 18 Profile Display Name This component allows the user to input a concise name for display purposes Display Name 4 2 4 19 Profile E Mail This component allows the user to input an emai
100. dit details Start rollout My Blueprint fcontent geometro view edit details My French Blueprint content geometriovfr View edit details Start rollout 2 The Blueprint definition page is displayed as follows The first part displays the Blueprint settings Day Blueprint My Blueprint e Source content geometrixx The second part displays a button to edit the Blueprint settings e Thumbnail Settings Edit The last part displays following matrix e The first column displays the Blueprint site which can be expanded by clicking the beside the page e The following columns display the status of the Live Copy pages linked to the Blueprint Hovering the mouse cursor over the status icon displays a precise description of the Status CQ 5 2 WCM Page 195 of 225 Copyright 1993 2009 Day Management AG D A y Multi Site Manager icontent geometrooxfr customers content my_site_based_onbp content my_site_copied_ fr customers Customers Full update Full update Customer List Create Full update E amp Case Studies amp Showcases Create Full update CEA Systems Create Full update amp Racle Corporation Create Full update PharmaOne Create Full update amp Cars Online Corp Create Full update amp NewCo International Limited Create Full update 3 Select a Blueprint page from the matrix to edit its properties Blueprint content geometrixx fr customers
101. double clicking the asset A dialog such as the following opens J ay Sub Assets Title No assets available 3 Description g Tags v F a Physicalwidthindpi 72 Physicalheightindpi 72 Physicalwidthininches 15913 9892578125 Bitsperpixel a2 ImageLength 198 Progressive no Numberoftextualcomments 0 Fileformat PNG MIMEtype image png ImageWidth 221 format image png Numberofimages 1 Renditions cq5dam thumbnail 48 caSdam thumbnail 14 original 2 Enter your required text for the Title and Description 3 If required you can e assign Tags if required e see the metadata that has been automatically extracted e add a new metadata property click Metadata then select Add Metadata CQ 5 2 WCM Page 97 of 225 Copyright 1993 2009 Day Management AG Digital Asset Management Day Add Metadata w Enter the name of the new property Languageoftextinimage e view the various renditions if the asset is an image click the appropriate thumbnail to open the asset in the browser e see any sub assets if available e use Edit to Edit Image Reset Original Upload Thumbnail or Overwrite Binary e save your changes to the metadata click Metadata then select Save Metadata 6 2 5 Copy Select an asset then select Copy to copy it to the internal clipboard 6 2 6 Paste Select the location then Paste from the menu to paste the asset which has been previously copied lf the origi
102. e r Open Test Page E amp Fran ais Copy E 2 Deutsch E amp Espa ol Delete 8 8 taliano oe a Move ag Fx i Geometrixx Asset Share Activate C User Generated Content Deactivate Workflow Properties 3 CQWCM activates the selected content To see that the page and its sub pages if selected have been published refresh the page The published page or pages appears in the siteadmin wem window with information about who activated the content as well as date and time of activation CQ 5 2 WCM Page 27 of 225 Copyright 1993 2009 Day Management AG D a y Overview of the GUI Console Delete Move Activate Deactivate Workflow Tools v Enter search query B Websites Title Name Published Modified In Workflow Is Locked Impressions Live Copy S C Campaigns 1 Toolbar toolbar 0 C Digital Assets i BE Geometrixx Demo Site 2 Services Sitina 0 E English 3 Company company 0 8 Toolbar 4 Customers customers 0 8 Services B Company 5 News amp Events news 0 H Customers 6 Products products 0 BE News amp Events 7 support aioi m S Products aD Support 8 TestPage Test Page 03 Apr 200908 es Test Page 4 H Francais E E Deutsch H2 Espa ol w Italiano oe AS oe Fx Geometrixx Asset Share C User Generated Content 3 5 2 Deactivating Content To remove a page from the publish environment you deactivate the content To deactivate a page 1
103. e Workflow drop down menu select Translation 3 Click Translate The reference page is being copied into the selected language branch es 4 Activate the reference page A new version of the page is created 5 Open the page that needs to be translated Edit the text that has been copied from the reference page and translate it Save your changes 6 Open the reference page and add new content to it 7 Activate the reference page A new version of the page is created 8 Open the page that needs to be translated 9 Inthe Sidekick in the Workflow tab select Translation to see the changes that have been made in the reference page since a specified version Check this version and click Show Side By Side Workflow Translation Show Side By Side Label Created m 4 1 17 04 2009 14 56 58 E 10 17 04 2009 14 53 55 WAL 2 ee 10 The reference page is displayed beside the page that needs to be translated The text that has been added since the selected version is red and underlined CQ 5 2 WCM Page 173 of 225 Copyright 1993 2009 Day Management AG D a y Multi Site Manager SERVICES COMPANY CUSTOMERS NEWS amp EVENTS PRODUCTS SERVICES COMPANY CUSTOMERS about our services who we are the trust we eart stay informed what we do about our services N we are e trust we eam Bienvenue chez Geometrixx gt Products gt My Product y aes e 8 geometrixx shapes for ce
104. e access to the CQ WCM Quickstart icon click the URL link to open CQ in your browser CO5 WCM 5 2 2 CQ WCM automatically opens the login page in your default web browser for example http localhost 4502 Enter your user name and password to log in and click OK Day Username Password Ta 5 N lt 7 a m gt et ee Ds J j T a Ye y 4 si ba AW 8 ee ie ee 3 By default CQ WCM opens the welcome page Day caswem Welcome admin OOo 4 Navigate to the appropriate window see Chapter 3 and start working in CQ WCM for example wcem siteadmin CQ 5 2 WCM Page 2 of 225 Copyright 1993 2009 Day Management AG D A y Connecting to CQ WCM Help 3E Websites Is Locked Impressions Live Copy C User Generated Content 0 C Campaigns Digital Assets gt Geometrixx Demo Site English Francais Deutsch Espa ol Italiano AAR H Geometrixx Asset Share CQ 5 2 WCM Page 3 of 225 Copyright 1993 2009 Day Management AG Day 3 Overview of the GUI Console CQ WCM uses a web based graphical user interface You need a web browser to access CQ WCM The graphical user interface is divided into six windows where you can access all of CQ WCM functionality Tools Security Digital Assets Workflow Websites Tagging Table 3 1 CQ WCM windows Websites Access all the pages in your website create edit and delete pages start a workflow activate and deactivate pages restore pages
105. e copies Live Copy From Define the source path Live Copy suspended Suspend the Live Copy Sync Trigger Defines when the modifications on the Blueprint are propagated to the Live Copy Sync Actions Update Content Controls whether or not modifications to the Blueprint will be propagated Enable Notification Activate to be notified when the modifications are propagated Start Workflow Select the workflow to be started when the synchronisation actions are triggered Read only for Select the group that will have read only access to the Live Copy Important See Chapter 1 for full details g Blueprint CQ 5 2 WCM Page 18 of 225 Copyright 1993 2009 Day Management AG D A y Overview of the GUI Console fcontent geometrixefen Test Page icr content x Global Advanced Tags Keywords Impressions Page Analytics Live Copy Blueprint Curent Live Copies Actions can be configured on a blueprint all Live Copies of this blueprint will inherit trom these actions Sync Actions Update Content F enables content update Enable Notification F enables notification Start Workflow select a workflow to be started on synchronization Read only for select the groups that will have read only access on the copies Current Live Copies Show the current live copies Sync Actions Actions defined for the blueprint Update Content Enables content update Enable Notification Enables notifica
106. e page to open it for editing using the available components EEE Previous p myDocumentationBook View me Image Fry tebe a eee ese meee a Custom Text Documentation ji Lj LAJE Note Ensure that the page is in Edit mode This is shown by the Edit View toggle link at the top right You are in Edit mode when the link reads View as it switches to View mode Or from within the Online Help browser CQ5 Documentation a 3 Sj User Guide J Introduction Previous Connecting to CQ WCM myDocumentationBook J Overview of the GUI Console B C Default Components a C Default Templates C Digital Asset Management J User Administration and Security B Working with Workflows a Tag Administration S C Personalization Social Collaboration in CQ WCM H C Extending CQ documentation and On 5 Multi Site Manager Previous Custom S J Tools Documentation E Keyboard Shortcuts E Security Checklist J Copyright Licenses and Formatting myDocumentationBook To generate new content CQ 5 2 WCM Page 167 of 225 Copyright 1993 2009 Day Management AG D Qa y Extending CQ documentation and Online Help CQ5 Documentation Sj User Guide E Introduction Previous E Connecting to CQ WCM myDocumentationBook BC Overview of the GUI Console S C Default Components dt Gp Detaut Terplaes myDocumentationBook C Digital Asset Management J User Administration
107. e workflow model is assigned if the main copy of the workflow is updated later then the changes will have no impact on the instance assigned Procedure 8 1 Starting a workflow from the workflow console 1 Open the Workflow console 2 From the Models tab select the required workflow 3 Click Start from the top navigation 4 The Start Workflow dialog opens allowing you to enter the payload and a comment Specify the payload includes pages nodes resources and so on to which the workflow is to be applied You can use the drop down menu to browse the repository when selecting CQ 5 2 WCM Page 131 of 225 Copyright 1993 2009 Day Management AG Working with Workflows Day Inbox Models Instances it Archive Refresh New Delete Edit Start Launcher User Logout Help Title Version v Description Demo Workflow ee Description of Demo Workflow Comment moderation Start Workflow x DAM Asset Sync and Metadata Extractor DAM Delete Asset Payload fcontent geometrixx enfdemo_page v DAM Delete Dam Asset under content dam Comment Apply Demo Workflow to Demo Page DAM Sub Asset Processor DAM Update Asset Newsletter Example oonwnonwiw it WwW Nis Publish Example 10 Request for Activation 11 Request for Deactivation 12 Translation Click OK to save your selection and start the workflow Now the workflow is running Procedure 8 2 Starting a workflow from the
108. e your changes Note e Any replication rights applied to a group apply to all the users in that group e A user s replication privileges supersedes a group s replication privileges e The Allow replication rights have a higher precedence than the Deny replication rights See Section 7 2 4 2 Access Control Lists and how they are evaluated for more information 7 3 12 Setting Privileges Privileges are used to assign access to the functionality within the application Standard privileges included in the installation of CQ WCM are for modifying the hierarchy in other words creating or deleting pages Note The list of privileges available may be extended for your project 1 Select the user or group from the list double click to open and click Privileges 2 The privileges available will be shown Select Grant or Deny as required P Hide Users Hide Groups Edit v 8 Angelika Frank Type Id Name Properties Groups Page Permissions Replication Privilege Privileges Impersonators Preferences i i a admin admin Save administrators administrators Heady O Grant afrank Angelika Frank Modification p eny anonymous anonymous author test author contributor contributor droyle Dorothy Royle everyone everyone privilege administrators privilege administrators surfer surfer uploader uploader 3 Click Save to save your changes 7 3 13 Impersonating Users You can specify one or more users tha
109. eceded by a radio button Users must select only one radio button Sign out Indicates the user currently logged in and gives you a link to log out A tag cloud to show a graphically presented selection of tags within your website A piece of content usually an image displayed on a main page to tease users into accessing the underlying content Input of name details including elements such as title middle name and suffix if required Tag Cloud Teaser 10 7 Personalization and Social Collaboration As with any form of user generated content blog wiki calendar amongst others issues arise when multiple publish environments are used How to synchronize multiple publish environments so that all hold the same information as input by the user on one specific environment For example the selections made by users There are various methods of dealing with this e synchronize the multiple publish environments when necessary e return the user generated content from the publish to the author environment from here propagate the user generated content to all publish environments as normal See the section called Replicating from Publish to Author for further information The method selected should be carefully considered before and during implementation See Chapter 11 for further information CQ 5 2 WCM Page 149 of 225 Copyright 1993 2009 Day Management AG Day 11 Social Collaboration in CQ WCM S
110. ecessary they can step back to repeat a section of the workflow see Performing Step Back on a Participant step 8 5 2 1 Selecting a Participant Step to take action Before you can take any action on a Participant step you need to select it 1 Open the Workflow console 2 Select the Inbox tab to see when an action is assigned to you This occurs when a workflow reaches a Participant step with your account or group specified Inbox Models Instances Archive Launcher Refresh Complete StepBack Delegate User Logout Help Title Description Participant Start Time Payload Comment 1 Yalidate Content Validate Content admin Tue Apr OF 12 53 54 CEST 2 content geametrixx en dem Apply Demo Workflow to De 3 Select the entry 8 5 2 2 Completing a Participant step After you have taken the action indicated you can complete the workflow step thus allowing the workflow to continue 1 Click the Complete button in the top navigation bar CQ 5 2 WCM Page 133 of 225 Copyright 1993 2009 Day Management AG Working with Workflows Day 2 Inthe resulting dialog select the Next Step that is the step to execute next A drop down list shows all appropriate destinations A Comment can also be entered y w p sag er p a3 S Inbox Models Instances Archive Launcher Refresh Complete Step Back Delegate User Logout Help Title Description Participant Start Time Payload Comment 1 V
111. ectly into any of the columns by double clicking in the cell Path a sling resourceType jcr title fcontent geometrixx en company geometrixx components contentpage About Us 6 Click Save to save your changes 14 1 2 2 How to Export Content You may need to export content and make changes to it in an Excel spreadsheet For example you may want to export a mailing list and change the area code of all the listed phone numbers directly in Excel add additional lines and so on To export content 1 Search for content as described in the section called How to Search For and Edit Multiple Content Using the Bulk Editor 2 Click Export to export the changes into a tab separated Excel spreadsheet CQ WCM asks you where you want to download the file CQ 5 2 WCM Page 200 of 225 Copyright 1993 2009 Day Management AG D a y Tools 86 result s Path a sling resourceType jcr title fcontent qeometrixx en news pressreleases 2007 geometrixx components contentpage 2007 fcontent geometrixx en news pressreleases qeoayard geometrixx components contentpage GeoCube wins major industry award Select the location and confirm that you want to download the file After you download the file you can open it from your spreasheet program for example Microsoft Excel The spreadsheet program imports the file and converts it to a spreadsheet format A B G 1 jcr path jer content sling resourceType jer content jcr title 2 content geometrixx en
112. ed for the individual groups or users Every user in CQ WCM is a member Do not modify or delete this of the group everyone even group though you may not see the group or the membership relation in all tools Modifying this account has additional security implications everyone Group This group can be thought of as the default rights as it can be used to apply permissions for everyone even users that will be created in the future privilege Group Allows a user to edit the privileges administrators on the account of a different user surfer Group Group that allows the members to read content tag Group Group that is allowed to edit tags administrators uploader Group Privileges needed to allow the smart uploading widget to write to tmp CQ 5 2 WCM Page 108 of 225 Copyright 1993 2009 Day Management AG User Administration and Security Day ioe ee ie eonda user Group Authorizes user administration for administrators example the right to read home directories workflow Group Group that is allowed to create and editors modify workflow models workflow users Group A user participating in a workflow must be member of group workflow users This gives him or her full access to etc workflow instances so that he or she can update the workflow instance The group is included in the standard installation but you must manually add your users to the group 7 2 4 Permiss
113. ed in many cases for example Intranet pages Content can be proffered based on the location department and or role of a user already defined within an internal network CQ 5 2 WCM Page 146 of 225 Copyright 1993 2009 Day Management AG Personalization Day Dependent on the choice available the user can make further selections Specific limited target user groups extranets Users require a login for authorization this will be linked to a profile providing information required for personalization possibly details such as their location relationship to the product usage history budgeting responsibilities etc Such instances can range over sites such as e Companies which provide websites to a highly specialized section of their market e g a pharmaceutical company providing a specialized website for physicians e Companies which provide websites allowing their customer to view current account and billing information for example telephone providers Sales and Distribution website Sales and distribution websites such as Amazon can combine a user profile the user s sales history and their browsing history to make suggestions as to what might interest the user next Search websites Many of the major search engine websites have very powerful analytical tools which record user behavior the search terms they use and the websites they actually visit This is then used to customize the content provided particularl
114. eeeeeeceeeeeeeseeseeaeeeeeeeaes 209 14 7 3 How to configure your Replication Agents ccccccceceeeeeeseeeeeeeeeaeeeeaeaes 209 14 7 4 Replication Agents Configuration Parameters cccccseceeeeeseeeeeeeeeeees 214 14 7 5 How to monitor your Replication Agents cccccecceceeneceeeeceeeeeeeeeseeaeees 216 14 7 6 How to activate a complete section tree of your website cccceeeee 218 Pe 21 819 210 Me 99 6 0 pene ee E eee ees eee eae eee oe 220 B OS Uny GC Ch Uo s meses secedeseatnessrosccedasdsaho a A a a a a S 221 B1 Change Derault Passwords e siusiessiineiini inidan EEE SOE DEEA 221 B 1 1 Changing the CQ admin password cceecseeeeeeseeeeeeeeeseeseeeeeeaeeseeeeeneees 221 B 1 2 Changing the admin password for CQSE ccccccceccceceseeeeeeeeeeteeeeeeeeeeeaes 223 B 1 3 Changing the admin password for the Apache Felix Web Management ONS OS aei e E E A E E ce E E E E 224 C Copyright Licenses and Formatting Conventions cccecceccecceeeeece eee eeeeeeeeeeeeeeeeeeeeaeees 225 Gi AP OV ie tI CONVEnNONS sarieere drenu en E E E E 225 CQ 5 2 WCM Page vi of 225 Copyright 1993 2009 Day Management AG Day 1 Introduction 1 1 Introduction CQ WCM has been designed to provide an environment where business users can easily create and publish web content You can share information quickly and efficiently within an easy to use environment thus empowering you to pro
115. eeeeeeeeeeeeeeaeeseeeaeeneees 166 12 1 How to extend the documentation and online help ccccecceceeeeceeeeeeeeeeeeeeeees 166 12 1 1 To extend the online help delivered with CQ ccccccecceeceeeeeceeeeeeeeeeeeeees 166 T3 IAIN Site Waa el strep sens astrstuconemurnnahertintasnamneseisienanirameiamne EO ETE EE 169 13 1 Typical Use Cases for the Multi Site Manager ccccecseeeeeeeeeeeeeeeseeeeeeaeeneees 169 13 1 1 MIMI ATOMAl SNC 2 cc 50 ncncehe datas n a aa T ea 169 ceo WINING A E ee E E E E 169 13 1 3 Multinational Multilingual Site anananananananannnnnnnennnnnennnnnsrnnnrnrnrsnsrnrennne 170 13 2 Managing Different Language Versions of a Website cccceceeeeeeeeeeeeeeeeeeenes 170 13 3 Managing the Translation of your Language Branches cccceceeceseeeeeeeeeeeees 172 13 4 Managing Blueprints and Live Copies cccccccccecceeceeee eee ese eee eeeeeeeeeeeeeeeeeeeaees 174 13 4 1 Creating a Live COpy ccccecccccecceeceeceeee eee eee eee eeeeseeeeeseeeeeeeeeeeseseeaeeaees 174 13 4 2 Configuring Synchronization Actions between a Blueprint and its Live Copy sea eo TEE E EI EPEN P EE EEEE EA EEE A A E E AN ETE E E 183 13 4 3 Rolling out Changes on the Blueprint to the Live Copy cceceeeeeeeees 187 13 4 4 Live Copy status at Page and at Paragraph level cccecceceeeeeeeeeees 189 13 4 5 Managing Blueprints and Live Copies
116. elika Frank Dorothy Royle a anonymous anonymous a author test author gA contributor contributor a droyle Dorothy Royle gA everyone everyone OA privilege administrators privilege administrators gA surfer surfer gA uploader uploader 3 Click the user you want to be able to impersonate the selected user Drag the user who will impersonate from the list to the Impersonate pane The name appears in the list 4 Click Save 7 3 14 Setting User and Group Preferences To set user and group preferences 1 Select the user or group whose preferences you want to change in the left hand tree To select multiple users or groups Ctrl click or Shift click your selections 2 Click the Preferences tab P Hide Users Hide Groups Edit v Type Id Name Properties Page Permissions Replication Privilege Privileges Preferences a admin admin save gA administrators administrators canis ame A afrank Angelika Frank A anonymous anonymous A author test author gA contributor contributor A droyle Dorothy Royle gA everyone everyone OA privilege administrators privilege administrators amp surfer surfer gA uploader uploader on 3 Make changes as necessary to the group or user preferences and click Save when finished CQ 5 2 WCM Page 120 of 225 Copyright 1993 2009 Day Management AG Day 8 Working with Workflows CQ5 encompasses several applications which are designed to interact and complement each other In particular the Workflo
117. ement In the example below a new folder demosite is created and two assets placed there demosite SEE ae File Edit View Favorites Tools Help Q peck amp wi x Search jy Folders ii a Address http flocalhost 4502 crx repository crx default var dam demosite j Go x Name Internet Address Size Type Modified company_logo jpa http flocalhost 4502 crx repositoryjcrx def 1 37 KB JPEG Image 06 04 2009 08 03 E B My Documents p jsp_card11 pdf http localhost 4502 crx repository crx def 61 2KB Adobe Acrobat Doc 06 04 2009 08 04 H 2 My Computer E a My Network Places Entire Network S E crx default on localhost 9 apps content HJ etc home 9 libs tmp var 4 audit classes clientlibs 9 dam geometrixx eventing linkchecker sling t statistics E My Web Sites on MSN E 2 Shared Folders on host Recycle Bin 2 objects All file creations in the var dam structure are automatically detected by the workflow Dam asset syncer and metadata extractor For each asset the workflow takes the appropriate actions e creates a corresponding dam Asset node in the content dam folder e copies the original asset file for example About Downloads pdadf to the new location for example content dam demosite About Downloads pdf jcr content renditions original e extracts any available metadata e creates thumbnails if possible 4 Ifyou look
118. ence to blog entries according to their categories tags Blog Search A search box that allows the user to search all blog entries CQ 5 2 WCM Page 153 of 225 Copyright 1993 2009 Day Management AG Social Collaboration in CQ WCM Day Tag Cloud Displays tags either from the entire website or the current page My First Blog Entry 6 April 2009 11 58 by admin My first blog entry Keep watching Tatami demo 1 Posted in demo Edit No comments yet Archives Click here to add a new entry April 2009 Animals Architecture Abstract Architecture And Buildings Birds Bodies Of Water Business Business Business Abstract 11 1 1 4 Importing RSS Feeds You can import RSS feeds into your blog in CQ WCM by using the polling importer To import blogs from other websites into your blog 1 Navigate to the Tools window 2 Inthe Tools window expand the Importers folder and double click the Feed Importer SS Tools a Blueprints Designs oS Custom Documentation a Form Submissions g J Importers Bulk Editor z P Offline Importer J Feed Importer Upgrade from casag External Linkchecker P Newsletter 3 Click Add to open the New Importer Configuration window CQ 5 2 WCM Page 154 of 225 Copyright 1993 2009 Day Management AG Social Collaboration in CQ WCM Day New Importer Configuration Feed URL rssihttp i myblog blog comi feed ml Import to Path foontent igeometrixxfenfmy
119. ent AG Day d i Overview of the GUI Console Impressions This shows the activity on the page as in the impressions generated fcontent geametrixxfen Test_Page icr content x Global Tags Keywords Page 4nalytics Live Copy Blueprint Feb 12 Feb 17 Feb 22 Feb 27 Mar 04 Mar 09 Display period last month Page Analytics fcontentgeometixxen Test Page icr content Tags Keywords Page Analytics Live Copy Blueprint External Provider ID Snippet External Provider The provider who is generating the analytical statistics ID Snippet The ID or code snippet to be included on the page Live Copy CQ 5 2 WCM Page 17 of 225 Copyright 1993 2009 Day Management AG D A y Overview of the GUI Console fcontent geometrizy eni Test Pagejicricontent x Global Advanced Tags Keywords Impressions Page Analytics Live Copy Blueprint Live Copy from Live Copy suspended F The sync configuration is inherited from a parent page Changes made below will cancel the inheritance and store the configuration on the current page Note Disabled actions are inherited from the blueprint and cannot be modified Sync Trigger Sync Actons Update Content Enable Notification Ae Enables notification Start Workflow low to be started on synchronization Read only for Plat Boe rar m E a a a aa c a aa a a Select the groups that will have read only access on th
120. eoacaesseeneeceice G ncaa E 74 4 3 Geometrixx Components Available in Design Mode cccccecceeceeeeeeeeeeeeeeeeeeeees 79 Fe lie CICS FAC ONN rentia a a E E ines taakammnsaumiantesahsnanss 80 AoE WOW MORAG ACION sisena se ceneniaceessnndonae seen mimaneneseceneeceanneese 80 4 3 3 Edit Metadata Action ssicntccctsciantoateataeoadadtnsincaacttaatadensentansGendaeesseresacktealeaeneers 81 d d TIC AON eE S 82 4 3 5 Inheritance Paragraph System iparsys ccccececceeseceeeeeceeseeeeeeeseeaeeeeseeees 83 BO LOGO a E sauce coeneet eaecs 84 4 3 7 Paragraph System ParsyS cccccceceeceeseeeeeeeceeeeeeeseeseeeeeeeseeeeegeeeeeeeaeeeeaeees 85 Os AO Se pace pcan aiencess E oe neineinoae E quests oaenaenaeneenesesseaueuae 86 Boe POUCES sea ae en e E E E E E A EE ES 86 ANO TOODI eae E 88 4 3 11 Topnav Top navigation bar ccccccccecseceeceeseeeeeeeseeeeeeeseeseeeeseeseeaeeeeaeeaes 88 CQ 5 2 WCM Page iii of 225 Copyright 1993 2009 Day Management AG Da y CQ5 WCM User Guide Ao Fral Breadcumb sonssnun ania eie ie EEE E EE EEE 89 5 EQUINE TemplaloS prpcineretanendecnstcasmocecan ate ip neonreRernaincitiies inuniusianecempranteunnsanshonecearevetata tags 91 Sl OVEIVICW OF TCMDIGLCS sariini ea nE E EAEE EN 91 p eGON PAE ee e a T a a a a a a e 91 o ACOG OT arra E E O E AE EE A E EENT 93 6 Digital Asset Management ccccccececcececeececeececeececeeceseceseceeceseeaeseeaesueueseseeseseesesesenees 94 6 1
121. ervlet 3 2 4 Moving or Renaming Page The procedure to move or rename a page is the same You do not need to do both you can rename a page without moving it or vice versa To move or rename a page 1 From the wcm siteadmin window click to select the page then select Move You can also select the page item then right click and select Move The Move window opens where you can either specify a new location a new name for the page or both CQ 5 2 WCM Page 12 of 225 Copyright 1993 2009 Day Management AG D A y Overview of the GUI Console Move 4 Location Mave content gqeometrixx en Test_Page to content qeometrixx au R Rename to Test_Page Adjust Republish Title Path Test Page icontentgeometrnoven Test_ Page Move Cancel 2 Fill in the following fields as appropriate Move Specify the page to be moved this is usually filled in by default depending on how and where you started the move action to Use the sitemap available via the drop down menu Ww to select the location where the page should be moved to If you are only renaming the page ignore this field Rename to The current page label displays by default Specify the new page label if required 3 Click Move CQ WCM confirms that you want to move or rename the current page Click OK to confirm 3 2 5 Deleting a Page 1 You can delete a page from various locations e Within the wcm siteadmin window click to select the page
122. es that you are modifying you can lock the pages so other users cannot make changes or accidentally activate the content In addition you preview a page before publishing by selecting Preview Mode in the sidekick If you are a system administrator and need to test the publish environment see How to install CQ5 author and publish instances 3 5 1 Activating Content You activate pages in the wcm siteadmin window After you have opened a page and modified its contents you return to the wcm siteadmin window to activate the content of that page or of an entire tree of pages To activate page content 1 In the siteadmin wcm window select the page that you want to activate 2 Select Activate either from the top menu or the drop down menu on the selected page tem Note To activate the content of the page and all its sub pages use the Tools tab gt J 2 S Nnew Copy Delete Move Activate Deactivate Workflow Tools v Enter search query P Help JS Websites Title Name Published Modified In Workflow ls Locked Impressions Live Copy C Campaigns 1 Toolbar toolbar C Digital Assets J Geometrixx Demo Site 2 Services services m 0 E amp English 3 Company company a 0 w a en 4 Customers customers a 0 E amp Services I Company 5 News amp Events news B 0 IE Customers 6 Products products a 0 a News amp Events 7 Support support 0 E amp Products amp Support 8 Test Page Test_Page
123. et Share C User Generated Content 2 Services services Company company wo oo Customers customers 5 News amp Events news 6 Products products 7 Support support 8 Test Page Test_Page 3 The Find amp Replace dialog will define the term to be found define the term that should replace it Sa DE EE E sas a confirm the root path where the find action should start indicate whether the search should be case sensitive Find amp Replace coie s s O e whether only whole words should be found otherwise substrings will also be found Clicking Preview will list where the term has been found You can select deselect specific instances to be replaced Page 11 of 225 CQ 5 2 WCM Copyright 1993 2009 Day Management AG D A y Overview of the GUI Console Find amp Replace al Start in content qeometrixx en Find Paragraph P Replace Text Paragraph E Case sensitive Whole words only Tite Path W Test Page fcontent geometraaven Test_Page 4 Click Replace to actually replace all instances You will be asked to confirm the action Note The default scope for the find and replace servlet covers the following properties e jcr title e jcr description e jcr text e text This can be changed using the Apache Felix Web Management Console for example at http localhost 4502 system console configMgr for com day cq wcm core impl servlets FindReplaceS
124. et address 1 CO Street address 2 CT Zip Code City ee ee Country Argentina The component is configured for immediate use but you can change the configuration if required Leaving fields empty will use default settings 4 2 4 6 Forms Captcha The Captcha component requires the user to type in an alphanumeric string as displayed on screen The string changes with each refresh Captcha 7edd9 refresh You can configure various parameters for this component CQ 5 2 WCM Page 66 of 225 Copyright 1993 2009 Day Management AG D A y Default Components Captcha Component Title Description Required Required Message Invalid Captcha Message Title A title for the component Description A description Required Indicates whether user input is required Required Message The message used to indicate to the user that input is required Invalid Captcha Message The message used to indicate to the user that the input was incorrect and therefore invalid 4 2 4 7 Forms Checkbox Group A checkbox allows you to build a list of one of more checkboxes several of which may be selected at the same time Activate Account Now C In 2 weeks C In 3 weeks You can specify a title description and element name Using the and buttons you can add or remove items then position them with the Up and Down buttons CQ 5 2 WCM Page 67 of 225 Copyright 1993 2009 Day Management AG Default Components Day
125. etrixx Asset Share C User Generated Content 3 5 5 Unlocking Pages You can only unlock locked pages if you locked the page or if you have administrator privileges To unlock a page 1 Inthe siteadmin wcm window select the page you want to unlock 2 Double click the page to open it for edit CQ 5 2 WCM Page 30 of 225 Copyright 1993 2009 Day Management AG Overview of the GUI Console Day 3 Inthe Page tab of sidekick select Unlock Page Page Properties Delete Page Activate Page Unlock Page Show References 3 5 6 Using Preview Mode This mode allows you to preview the page as if it were appearing on your website in its final form To access Preview mode 1 Inthe siteadmin wcm window open the page you want to view in Edit mode salala 5 SERVICES COMPANY CUSTOMERS D Welcome to Geometrixx gt Test Page Oo Pd D lt gt B s Se shapes for centunes Test Page Cum 7 i es ee _ Nunc nonummy est id ipsum Etiam Second paragraph aliquam porttitor lacus Integer Whatis Cont tincidunt convallis enim Aenean i imperdiet nisl vitae massa Third paragraph Peter Johns 7 Vice President of Sales and Marketing Features u advanced search Contacts Feedback Login 2006 r iry NEWS amp EVENTS PRODUCTS Newsletter Register 2008 Copyright Day Software AG All rights reserved
126. etrixx Demo Site 2 Services services o E S English 3 Company company E a B Toolbar 4 Customers customers a i E amp Services a Company 5 News amp Events news a 0 E Customers 6 Products products B 0 E News amp Events 7 Support support 03 Apr 2009 10 B 0 S E Products S Support 8 Test Page Test_Page 03 Apr 200910 Bd amp Test Page Ww Francais E E Deutsch E S Espa ol w ttaliano oe ass oe Px amp Geometrixx Asset Share C User Generated Content 3 Selecting Restore Version lists previous versions of the document Selecting Restore Tree lists previous versions of the content tree Restore Version Title Created Support NaN years ago Test Page NaN years ago 4 Click Restore CQ WCM restores the version s or trees that you select CQ 5 2 WCM Page 32 of 225 Copyright 1993 2009 Day Management AG Day 4 Default Components CQ WCM comes with a variety of out of the box components that provide comprehensive functionality for website authors These components and their usage within the installed Geometrixx website are a reference on how to implement and use components The following section includes an overview of all default components as well as a description of each component item and examples of what the components look like in CQ5 When working with any components you can add them either by double clicking Drag components or assets here or dragging and d
127. exibility When designing the content structure for your site or the metadata schema for your Digital Asset Management consider the options tagging gives you as it often provides a more lightweight and accessible approach 9 3 Tag Clouds Tag clouds show a cloud of tags either for the current page the entire website or those most commonly accessed Business Employment Interest Investor Product Services Initially a side product of tags tag clouds are now a popular mechanism of highlighting the issues that are have been of interest to the user 9 4 How to Manage Tags in CQ WCM 9 4 1 Using Sidekick to access and assign Tags Many users will assign tags directly to the page they are editing This can be done using the sidekick 1 Within sidekick select the Page tab 2 Click Page Properties 3 Select the Tags Keywords tab Here you can either enter a tag by typing a new name or by selecting an existing tag from the list of matching tags CQ 5 2 WCM Page 140 of 225 Copyright 1993 2009 Day Management AG D a y Tag Administration demonstration Or selecting a tag according to namespace by using the drop down option content geometrixx en demo_page jcr content Global Advanced Page Analytics Live Copy Standard Tag Namespace Marketing B4 Interest Business Investor Product Services Employment 9 4 2 The Tag Administration Console The Tag Administration console can be use
128. f reactivation CQ 5 2 WCM Page 218 of 225 Copyright 1993 2009 Day Management AG D a y Tools e Ignore Deactivated ignore any pages which have been deactivated 7 Select the action you want to perform a SelectDry Run if you want to check which pages would be activated This is only an emulation no pages will be activated b Select Activate if you want to activate the pages CQ 5 2 WCM Page 219 of 225 Copyright 1993 2009 Day Management AG Day Appendix A Keyboard Shortcuts Table A 1 Keyboard Shortcuts Location Shortcut Description Page with a teaser Ctrl Alt c Shows the clickstream cloud collection of page component tags related to clicks that the user has made and used to focus the teaser Content Finder Search down arrow Trigger a suggestions list Needed when too box few characters have been entered to trigger the list automatically this happens when 2 or more characters have been entered right arrow Select item and trigger suggestions for the selected path on a suggested path left arrow Select item and trigger suggestions for its ancestors as in siblings of parent on a suggested path ae Enter Select item and trigger search on a suggested path Close suggestions layer Drag assets drop on Alt drag The drop action produces a new paragraph destination instead of replacing the asset in the destination Content Window Edit Shift Click Select multiple paragraphs Mode Par
129. fication of those changes 6 Click Register You are now registered to receive updates CQ 5 2 WCM Page 205 of 225 Copyright 1993 2009 Day Management AG D a y Tools 14 5 1 2 Pushing content to subscribers To allow users to subscribe to pages and then send them updated content follow these steps 1 Create a newsletter registration form that allows users to subscribe to tags The sample Geometrixx web site provides such a newsletter form in the Geometrixx toolbar To create your own newsletter form see information about creating forms in the Forms documentation The newsletter uses the tags from the Tag library To add additional tags see Chapter 9 2 Push any changes to pages through the Newsletter functionality in the Tools menu You push updated content to subscribers by navigating to the path of the page that you want to send out Each page is tagged and when you select a page to be sent out as a newsletter the distribution list is built from all the people who have subscribed to one of the tags on that page Anyone subscribed to any of the tags on that page gets the update after you send it To send updates to subscribers 1 Inthe Tools tab double click Newsletter to open the dialog box Path foontent geometrixxfen services bar w Select the page to send the newsletter For Subject Updates to Banking Services The subject For the newsletter mail From Address The optional From email address Tags The tags assig
130. field for example must be numeric and so on Size Indicates the size of the fields Note The fields you see vary widely depending on the element Not all options are available to all components CQ 5 2 WCM Page 59 of 225 Copyright 1993 2009 Day Management AG D A y Default Components 4 2 4 1 1 Title and Text Title and Text Initial Values Constraints Element Name Testitem Title Test Item Description An item to illustrate standard fields on form items Note Additional fields may be available dependent on the individual component Element Name Name of the form element This is a required field and should only contain the following characters e alphanumeric characters e e Title Changes the default title of the element Description Provide additional information if necessary This description does not display in the form Use it as help text for the user CQ 5 2 WCM Page 60 of 225 Copyright 1993 2009 Day Management AG D a y Default Components 4 2 4 1 2 Initial Values Tite and Text ral Default Value Default Value The values displayed by default in this field 4 2 4 1 3 Constraints The constraints are appropriate to the individual component but can indicate whether e input is required e constraints are to be applied to the input Tite and Text Reguired Reguired Message This field is required Constraint Constraint Message CQ 5 2 WCM Page 61 of 225 Copyri
131. formatting create lists and add links Image Drag an image from the content finder or click to browse to an image Crop or rotate as required Advanced Allows you to specify the following Title Enter the title of the block Alt Text Alternative text to be shown if the image cannot be displayed If left empty the title will be used Description A description of the image Size Sets the height and width of the image Style Here you can either left or right align the image The default is Left aligned with the image at the left The following example shows a Text Image Component in Geometrixx CQ 5 2 WCM Page 51 of 225 Copyright 1993 2009 Day Management AG D a y Default Components The text to be displayed 4 2 1 12 Title The title component can either e display the name of the current page by leaving the Title field blank e display a text you specify in the Title field You can also specify the text size you want Title Individual Demonstrations leave empty to use page ttle Type Size Small Title lf you want to use a name other than the page title enter it here Type Size Select Small or Large from the dropdown list CQ 5 2 WCM Page 52 of 225 Copyright 1993 2009 Day Management AG D A y Default Components Small is generated as an image Large is generated as text The following example shows a Title component in Geometrixx individual Demonstrations 4 2 2 Collaboration
132. ger tincidunt convallis enim Aenean imperdiet nisl vitae massa Form Start Content Path Peter Johns Vice President of Sales and Marketing Redirect URL Start of Form Edit Cuk Copy Past Action Configuration fetcfforms survey Delete Insert Faste foontent geometrixx en support customersurvey thi Show Report 4 y advanced search 3 In this case the bulk editor does not allow users to edit the content but only lets them export the information to a spreadsheet The Bulk Editor is fully customizable BulkEditor Search Filters 2 result s e Export Path a usagetine bestaspect worstaspect fetc forms survey 1 _ fetc forms surveyfor 1 3 years 2 3 times a month satistied Page 198 of 225 Price Installation or Fi Customer Service recommendproduct name email captcha l like the responsiven Probably John Doe CQ 5 2 WCM Copyright 1993 2009 Day Management AG D a y Tools 14 1 2 How to Use the Bulk Editor This section describes how to use the bulk editor and includes procedures for searching for and editing multiple content using the bulk editor and exporting and importing content from a tab separated spreadsheet 14 1 2 1 How to Search For and Edit Multiple Content Using the Bulk Editor To use the bulk editor to edit multiple items simultaneously 1 Inthe Tools tab click the Importers folder to expand it eH a4 Tools Blueprints Designs 4 z Custom Doc
133. ght 1993 2009 Day Management AG D A y Default Components 4 2 4 1 4 Size Again the size parameters available depend on the individual component but can indicate e columns and row e dimensions in pixels Tite and Text Initial Values Constraints Size POWs 4 2 4 2 Checked Password Field This component gives you two fields for e the input of a password e a check to confirm that the password has been input correctly With default settings the component will appear as follows Password Confirm Password The component is configured for immediate use but you can change the configuration if required Leaving fields empty will use default settings 4 2 4 3 Combined Sign in Sign up This component gives you fields for e the input of a login account name e the input of a password e radio check boxes to indicate whether you want to log in to an existing account or create a new account With default settings the component will appear as follows CQ 5 2 WCM Page 62 of 225 Copyright 1993 2009 Day Management AG D A y Default Components Login CT Login Account Password r fs Create Account The component is configured for immediate use but you can change the configuration if required Leaving fields empty will use default settings 4 2 4 4 Form The Form component defines both the start and end of a form using the Form Start and Form End components These are always paired to ensure that the form is cor
134. ght 1993 2009 Day Management AG Working with Workflows Day Launcher Refresh Add Ewent Type Nodetype Globbing Condition Workflow Description 1 Node removed dam Asset fcontentidam fete workflow models d Deletes the correspondi 2 Node Created og Comment fcontent geometriax fetciworkflow models s Review comment 3 Node Created nt file Aardam fetc workflow modelsd Drnis Workflow Launcher Configuration 5 T AS Node removed Event Type Modified Nodetype cq Page Path content geometric en Condition Workflow Request for Activation Description Request Activation when page modified Event Type Define the event type that will launch the workflow e Created e Modified e Removed Nodetype Select the nodetype from the drop down list Path Define the path for which the launch entry is to be applied Condition Define any conditions which may apply on node property values For example to check whether a node has a property name holding the value User specify name User Workflow The workflow to be launched when the Event Type occurs on the Nodetype and or Path under the defined Condition Description A description for the relationship 8 6 2 Removing a Launcher relationship 1 Open the Workflow tab 2 Select the Launcher tab 3 Click on the entry you want to remove 4 Click Remove CQ 5 2 WCM Page 138 of 225 Copyright 1993 2009 Day Management AG
135. hecker is provided within CQ The link checker e scans all content pages e generates a list of all valid and invalid links e marks invalid links as broken in situ on the individual content pages To use the external link checker 1 Access the Tools tab within CQ CQ 5 2 WCM Page 203 of 225 Copyright 1993 2009 Day Management AG D a y Tools 2 Double click on External Link Checker either the right or left pane A list of all links is generated 3 You can highlight a specific link then select Check for the link to be validated j QE WoM h hE v Status URL Last Checked Last Available Lasi Accessed Invalid http aaa bob cce 4 seconds ago 114 seconds ago Invalid httpuiwaw day com 3 seconds ago 114 seconds ago Valid httpuAwwiat day com mow r 114 seconds ago Information such as e status of the link e URL e time since the link was last validated e time since the link was last available e time since the link was last accessed is displayed 4 On the individual content pages any invalid links will now be shown as broken 2 http waw day com 2 http aaa bbb ccc http wavw day com 14 5 Newsletter The Newsletter functionality lets you notify users who have subscribed to specific tags rather than pages about updates or content changes to pages with those tags For example a user subscribes to the product tag in a newsletter registration form in Geometrixx this form is available
136. ically selected e Dispatcher Flush Select this if the agent is to be used for flushing the dispatcher cache Retry Delay The delay waiting time in milliseconds between two retries should a problem be encountered Default 60000 CQ 5 2 WCM Page 214 of 225 Copyright 1993 2009 Day Management AG D Qa y Tools Agent User Id The agent will use this user account to collect and package the content from the author environment Leave this field empty to use the system user account the account defined in sling as the administrator user by default this is admin Important This account must have read access to all paths which will be replicated Log Level Specifies the level of detail to be used for log messages e Error only errors will be logged e Info errors warnings and other informational messages will be logged e Debug a high level of detail will be used in the messages primarily for debug purposes Default Info Use for reverse replication Indicates whether this agent will be used for reverse replication returns user input from the publish to author environment 14 7 4 2 Transport URI This specifies the receiving servlet at the target location In particular you can specify the hostname or alias and context path to the target instance here For example e A Default Agent may replicate to http localhost 4503 bin receive e A Dispatcher Flush agent may replicate to http localhost 80
137. ich is the root page of the Live Copy Child pages of the current page inherit this configuration unless they have configurations of their own Note Disabled actions are inherited from the blueprint and cannot be modified e Displays as follows when the actions are inherited from a parent page The sync configuration is inherited from a parent page Changes made below will cancel the inheritance and store the configuration on the current page Note Disabled actions are inherited from the blueprint and cannot be modified e Displays as follows when the actions are saved to the current page The sync configuration is stored on the current page You can reset the configuration in order to inherit the configuration from a parent page Note Disabled actions are inherited from the blueprint and cannot be modified lt is possible to restore parent configurations by clicking reset the configuration e Sync Trigger defines when the modifications on the Blueprint are propagated to the Live Copy Choose one of the following values e Never the modifications will never be propagated The Live Copy is then a plain copy of the Blueprint at the time of creation e On Rollout the modifications are propagated when rollout is activated For more information on rollout refer to the section called Rolling out Changes on the Blueprint to the Live Copy e On Modification the modifications are propagated for each modification to the Blueprint N
138. iew when this happens and can easily lead to unforeseen results whereas Allow assignments do not cause such conflicts Day recommends that you work with Allow rather than Deny see the section called Best Practices Before modifying either permission be sure you understand how they work and inter relate See the CRX documentation to illustrate how CQ WCM evaluates access rights and Examples on setting up access control lists Note For Communiqu 4 users Whereas Communiqu 4 ACLs were user based CQ5 ACLs are resource based Pre and post ACLs do not apply in CQ5 7 2 5 Privileges Privileges are similar to permissions but are allocated to allow access to functionality within the application You can Allow Grant or Deny them CQ 5 2 WCM Page 110 of 225 Copyright 1993 2009 Day Management AG User Administration and Security Day Within the standard installation of CQ WCM the privilege to modify the hierarchy can be allocated This allows the user to create and or delete pages if the relevant action has been allocated the correct permission Depending on your installation additional privileges may be available 7 2 6 Replication Privilege A special form of privilege Replication Privilege is highlighted with its own tab in CQ WOM as replication is integral to the whole concept of CQ WCM For each page you can either Allow or Deny a user s right to replicate content to another environment As with perm
139. ify the structure 2 Groups help provide an overview over all accounts 3 Inheritance is simpler with groups 4 Users come and go Groups are long term Be Positive Always use Allow statements to specify the group s rights wherever possible Avoid using a Deny statement CQ 5 2 WCM Page 111 of 225 Copyright 1993 2009 Day Management AG D a y User Administration and Security Groups are evaluated in order and the order may be defined differently per user In other words You may have little control over the order in which the statements are implemented and evaluated If you use only Allow statements the order does not matter Keep It Simple Investing some time and thought when configuring a new installation will be well repaid Applying a clear structure will simplify the ongoing maintenance and administration ensuring that both your current colleagues and or future successors can easily understand what is being implemented Test Use a test installation to practice and ensure that you understand the relationships between the various users and groups Default Users Always update the Default Users and Groups immediately after installation to help Groups prevent any security issues 7 3 Configuring the Users and Groups Users include people using the system and foreign systems making requests to the system A group is a set of users Both can be configured using the User Administration functionality wi
140. ilable 7 1 C FRI SAT SUN MON F FE iL iti vi W ivy ia ime lm te dll Title Add a 200902270715 m m Images by i oll gore Hermsurc ts Tg Sewer iik EET G Maa A Ee jA J TE hik rg iii Click Add to place the gadget on your page CQ 5 2 WCM Page 74 of 225 Copyright 1993 2009 Day Management AG D A y Default Components My Gadgets Add Gadget Title settings toggle remove Laner 1 C FRI SAT SUN MON TUE Tithe settings toggle remove Good Morning 6 58 am February 27 2009 You can then settings You can edit the individual configuration settings for each gadget toggle Toggle the display of the gadget remove Remove the gadget from the paragraph 4 2 5 2 Search The Search component adds search capability to your page CQ 5 2 WCM Page 75 of 225 Copyright 1993 2009 Day Management AG D A y Default Components Search Search button text Search Statistics text Here are your search results No results text No results found Please check your spelling and try again Spellcheck Text Did you mean Similar pages text Similar pages Related searches text Search again Search trends text Search trends Result pages label Results Previous label lt Previous Next label Next gt ee Search Button Text The name displayed on the actual search button Statistics Text The text displayed above the search
141. in the toolbar When updates are made to a page with the product tag those changes can be sent to all subscribers of that tag via email through the Newsletter tool 14 5 1 How to Use the Newsletter Functionality This section describes both how to subscribe and how to push content through the newsletter functionality CQ 5 2 WCM Page 204 of 225 Copyright 1993 2009 Day Management AG D a y Tools 14 5 1 1 Subscribing to a newslettter To subscribe to a newsletter using the Geometrixx sample web site as an example 1 In siteadmin wcn navigate to the Geometrixx Toolbar and open it SERVICES COMPANY CUSTOMERS NEWS amp EVENTS PRODUCTS about our services who we are the trust we earm stay inhormed what we do Welcome to Geometrixx gt Toolbar Toolbar Contacts Feedback Login Newsletter Register Search Shopping Cart Sitemap My Geometrixu 2 Click Newsletter The newsletter registration opens Click Preview mode for ease of use Welcome to Geometrisk gt Toolbar gt Newsletter Newsletter Registration Please register For a newsletter Email me geometrixx com Mame Be Categories Products C Services Register 3 Inthe Email field enter the email address you want newsletters sent to 4 Inthe Name field enter your name 5 In Categories select the tags you want to monitor for changes Anytime a page with the tags you select changes and someone sends a newslettter you will get noti
142. int paragraph modifications to the Blueprint paragraph will be propagated to the Live Copy paragraph This is the default status after creating a Live Copy page green frame The Live Copy paragraph is not in lockstep with the Blueprint paragraph Deletion ry update or reordering of the Blueprint paragraph does not affect the Live Copy paragraph anymore red frame The paragraph has this status when CQ 5 2 WCM Page 192 of 225 Copyright 1993 2009 Day Management AG D A y Multi Site Manager Frame Description color Icon e the Live Copy paragraph has been modified e g when modifying some text or styles e the inheritance has been cancelled by clicking the lock icon of the Live Copy paragraph When a Live Copy paragraph container e g a paragraph system has this status the order of the paragraphs inside the container is not inherited from the Blueprint anymore no frame no The paragraph has been created in the Live Copy page It does not appear in the icon Blueprint page 13 4 4 2 2 Cancelling the inheritance of a paragraph To cancel the inheritance of a paragraph 1 Follow the steps according to the procedure in the section called Viewing the paragraph status of a Live Copy page 2 On the page displaying the status of the appropriate paragraph click the closed lock icon of that paragraph 3 Inthe dialog click Yes to cancel the inheritance Cancel inheritance P Do you really
143. ion CRX though it can be done afterwards Other attributes cannot be configured as this account is integral to CQ5 CQ 5 2 WCM Page 107 of 225 Copyright 1993 2009 Day Management AG User Administration and Security Day ore ie ie eo As such its configuration cannot be Note This account is not to edited with the exception of the be confused with the admin password account of the Communique Servlet Engine anonymous User Holds the default rights for Do not delete this account unauthenticated access to an instance Per default this holds the _ Modifying this account has minimum access rights additional security implications If you have to edit this account For a publish instance anonymous make a backup copy first is a member of the surfers group whereas for an author instance it is a member of the uploaders group Default password none author User A author account allowed to write to content Encompasses contributor and surfer privileges Default password author Can be used as a webmaster as it has access to the entire content tree administrators Group Group that gives administrator rights to all its members Only admin is allowed to edit this group Has full access rights contributor Group Basic privileges which allow the user to write content as in functionality only Does not allocate any privileges to the content tree these must be specifically allocat
144. ion if they do not match the system will show an error 5 Click Set to activate the new password for the account 7 3 8 Groups adding a User or Group to a Group The Groups tab shows you which groups the current account belongs to You can use it to add the selected account to a group 1 Double click the name of the account user or group that you want to assign to a group 2 Click the Groups tab Now you will see a list of groups that the account already belongs to 3 Inthe tree list click the name of the group you want to add to the account to and drag it to the Groups pane If you want to add multiple users Shift click or Control click those names and drag them P Hide Users Hide Groups Edit amp Angelika Frank Type Id a Name Properties Groups Page Permissions Replication Privilege Privileges Impersonators Preferences gA Developers Developers 4s SES oe l a ee ae 7 a E a admin admin NJ 8A administrators administrators Developers A afrank Angelika Frank a anonymous anonymous A author test author gA contributor contributor a droyle Dorothy Royle A dwinter David Winter J gA everyone everyone AA nrivilene administratars nrivilene administratars 7 3 9 Members adding Users or Groups to a Group The Members tab only works for groups and shows you which users and or groups belong to the current group You can used it to add accounts to a group 1 Double click the name of the group you want to add
145. ion Tags for the demonstration pages b If you select a namespace for example Demo you can create a tag within that namespace Refresh Create Delete Edit List Activate Activate Tree Deat 3 Sj Tags Title Description TagiD Count Publication Date Publisher Standard Tag Namespace interest marketing interest 151 a Marketing J Stock Photography Tag Name Title Description CQ 5 2 WCM Page 142 of 225 Copyright 1993 2009 Day Management AG D a y Tag Administration 2 In both cases enter a name title and description then click Create 9 4 2 2 Deleting Tags 1 Inthe right hand pane select the namespace or tag that you want to delete 2 Click Delete 3 You are asked to confirm the delete action Click Yes to delete the item 9 4 2 3 Activating and Deactivating Tags 1 Inthe right hand pane select the namespace or tag that you want to activate or deactivate 2 Click Activate Activate Tree or Deactivate as required 9 4 2 4 List showing where tags are referenced Refresh Refresh Create Delete Edit List Activate Activate Tree Deactivate Help 3 Sj Tags Name Title Description TagID Count Publication Date Publisher Stoned Tag Namnapare 1 business Business marketing interestb 64 Sj Marketing 3 D PEE 2 investor Investor marketing interest in 66 Business 3 product Product marketing interest pr 57 P Investor LL Al services Services marke
146. ion Privileges cccccccceccecceceeceeceeeeeeeceeaeceeseeeeeeeeeseeaes 118 73 12 oett Privileges isiin aaa a Ee 119 Falo WAP STSONAUING USOS cesen a aa 119 7 3 14 Setting User and Group Preferences ccccccecceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 120 9 VVONKING WITT VVOMMIOWS Jyiccscav true cxaustecesaanousnatanunesadat E E A 121 8 1 Authorization needed for working with Workflows cccccecseceeeeeeeeeeeeeeeeeeeeeeeaees 121 82 Te VVOCKROW C ON Ole sisaren E E EE 121 8 3 The types of Workflow Steps available cccccccccccceeceeceece eee eeeeeeeeeeeeeeeeeeeeeeees 123 Bole AMICI GE SED aien EE E EEEE 123 es POCO SS OD e eee E E E E E E 124 Bo a OaE UCDO a a e A E E ete 124 ees AND I eee E O A E 125 Bs OR S a sere com cau acasensesaccaeosanesueeonuaccnts aateutene ecatuanae 126 OA Creating a WOorRHOW ci csemcecuacessaasmesenercctaoebatascsoancieeneieaisvkozexeemedabesimoeecteeveiaaesenarends 127 CQ 5 2 WCM Page iv of 225 Copyright 1993 2009 Day Management AG Da y CQ5 WCM User Guide 8 4 1 Creating a new Workflow Model ccceccecceeeceeceeeeeeeeeeeeeeeeeeeeeaeeeeeeneees 127 8 4 2 Editing tho WOrkOW sciieciesiiaaiernirsiuiveasesuratanncivedstaseaniweieiveanauenivueevol en 127 o U nE WORKIN asera a O E 131 8 5 1 Starting the Workflow for an individual page ccccseceeceeeeeeeceeeeeeeeeeeeeees 131 8 5 2 Taking actions on a Participant Step ananenenenenennnnnnennnnn
147. ions Permissions define who is allowed to perform which actions on a resource The permissions are held as access control lists Permissions allow you to either Allow or Deny the actions 7 2 4 1 Actions Actions can be performed on a page resource For each page in the hierarchy you can specify which action the user is allowed to take on that page See the section called Permissions The following actions are available Table 7 2 Actions Action iescription i O The user is allowed to read the page and any child pages Modify The user can modify existing content on the page and on any child pages Create The user can e create new paragraphs on the page or on any child page e create a new page or child page if the Privilege Modify Hierarchy has also been granted Delete The user can e delete existing paragraphs from the page or any child page e delete a page or child page if the Privilege Modify Hierarchy has also been granted Read ACL The user can read the access control list of the page or child pages Write ACL The user can modify the access control list of the page or any child pages CQ 5 2 WCM Page 109 of 225 Copyright 1993 2009 Day Management AG User Administration and Security Day 7 2 4 2 Access Control Lists and how they are evaluated CQ WCM uses Access Control Lists ACLs to organize the permissions being applied to the various pages Access Control Lists are made up of the i
148. issions Replication Privilege Privileges Impersonators lt b Save ate Read Modify Create Delete Read ACL Write ACL H Ivar allow deny deny deny deny diiy 8 J libs Jetc a apps Be T content tmp 4 _ home 4 Double click the permission state that you want to change A drop down list will show the possible states See the section called Permissions 5 Change as required and click Save 7 3 11 Setting Replication Privileges Replication privilege is the right to publish content and it can be set for groups and users To set replication rights 1 Select the user or group from the list double click to open and click Replication Privilege 2 Click Add CQ WCM opens a tree list of the site 3 Navigate to the page you want to give the user or group replication privileges to and double click for it to be selected and listed in the main pane The red corner indicates that the item listed has not been saved yet The Authorizable column shows through which user or group the permissions are being applied CQ 5 2 WCM Page 118 of 225 Copyright 1993 2009 Day Management AG D a y User Administration and Security a Dorothy Royle Properties Groups Page Permissions Replication Privilege Privileges Impersonators Add Remove Save a Path Allowed Authorizable content geometrixx en allow droyle F icontentigeometria fr allow droyle w 4 Click Save to sav
149. issions the privilege is also applied to any child pages Note Replication privileges can also be combined as access control lists so as with permissions it is recommended to work with Allow rather than Deny see the section called Best Practices 7 2 7 Impersonating another User With the Impersonate functionality a user can work on behalf of another user This means that a user account can specify other accounts which can operate with their account In other words if user B is allowed to impersonate user A then user B can take actions using the full account details of user A This allows the impersonator accounts to complete tasks as if they were using the account they are impersonating for example during an absence or to share an excessive load short term T Important If an accounts impersonates another it is very difficult to see An entry is made in the audit log when the impersonation starts and ends but the other log files such as the access log hold no information about the fact that impersonation has occurred on the events So if user B is impersonating user A all events will look as if they were performed by user A personally 7 2 8 Best Practices The following describes best practices when working with permissions and privileges Table 7 4 Best Practices Don t assign access rights on a user by user basis There are several reasons for this 1 You have many more users than groups so groups simpl
150. it Ins L z Q4 Financial Results My Geometrixx Legal statement and 3 3 2 Design Mode In this mode the sidekick is minimized and you have the possibility to edit the design of the page CQ 5 2 WCM Copyright 1993 2009 Day Management AG D a y Overview of the GUI Console COMPANY CUSTOMERS NEWS amp EVENTS PRODUCTS SUPPORT TEST PAGE Design of logo Edit Design of trail Edit Design of rightpar Edit Welcome to Geometrixx gt Test Page ee z Q4 Financial Results J pe ee m shapes for centuries Test Page anot ipsur cons woh cond First paragraph Aene Nunc nonummy est id ipsum Etiam Phas aliquam porttitor lacus Integer dictu tincidunt convallis enim Aenean Second paragraph imperdiet nis vitae massa Peter Johns Third paragraph Vice President of Sales and Marketing y advanced search L Design of toolbar Edit Yellowleg Sa Contacts Feedback Login Newsletter Register Search Shopping Cart Sitemap My Geometrixx 2008 Copyright Day Software AG All rights reserved Read Legal statementand Privacy policy he a m Lilt e2 For example if you click Edit on the Paragraph system you can add or remove what components are available CQ 5 2 WCM Page 21 of 225 Copyright 1993 2009 Day Management AG Overview of the GUI Console Cell Padding Draw anchors If checked p
151. ivate content from an author to a publish environment see the section called Author and Publish Environments for an overview and the section called How To Publish Pages for how this is used from the siteadmin e Explicitly flush content from the Dispatcher cache e Return user input for example form input from the publish environment to the author environment under control of the author environment CQ 5 2 WCM Page 208 of 225 Copyright 1993 2009 Day Management AG D a y Tools 14 7 1 Replicating from Author to Publish Replication to a publish instance or dispatcher takes place in several steps e the author requests that certain content be published activated this can be initiated by a manual request or by automatic triggers which have been preconfigured e the request is passed to the appropriate default replication agent an environment can have several default agents which will always be selected for such actions e the replication agent packages the content and places it in the replication queue e in wcm siteadmin the colored status indicator is set for the individual pages see the section called Determining Page Publication Status e the content is lifted from the queue and transported to the publish environment using the configured protocol usually this is HTTP e a servlet in the publish environment receives the request and publishes the received content Replication Replicatio
152. jcr content a Actions can be configured on a blueprint all Live Copies of this blueprint will inherit from these actions Sync Actions Update Content Enable Notification t rk Read only fo in 4 Modify the properties Click Save to save the modifications 5 Select a Live Copy page from the matrix to edit its properties Live Copy content my_site_copied_ fr customers cases newco_international_limited jcr content a Live Copy from content geometrixx fr customers cases newco_international_limited jcr content Live Copy suspended The sync configuration is inherited from a parent page Changes made below will cancel the inheritance and store the configuration on the current page Note Disabled actions are inherited from the blueprint and cannot be modified Sync Trigger On Rollout z Sync Actions Update Content W 5 Enable Notification t rkfl v Read on v 6 Modify the properties Click Save to save the modifications 13 4 6 Moving Blueprint and or Live Copy pages Following behaviors apply when moving Blueprint and or Live Copy pages e When you move a Blueprint root page you have to reference all the pages of all the Live Copies in the appropriate dialog The Blueprint root page is moved and all the Live Copy pages remain linked to this Blueprint e When you move any other Blueprint page the page is moved but it is considered deleted on the Blueprint by the Live Copy The Live Copy page will be deleted on the next ro
153. k or Control click to select them 2 Click Edit then select Delete CQ WCM asks whether you want to delete the user or group 3 Click OK to confirm or Cancel to cancel your action 7 3 6 Modifying User and Group Properties To modify user and group properties 1 Inthe Security window double click the user or group name you want to modify 2 Click the Properties tab make the required changes and click OK 7 3 Changing a User Password To modify a user s password 1 Inthe Security window double click the user name you want to change the password for 2 Click the Properties tab if not already active 3 Click Set Password a new dialog will open where you can enter the new password CQ 5 2 WCM Page 116 of 225 Copyright 1993 2009 Day Management AG D a y User Administration and Security P Hide Users Hide Groups Edit v a test author Type Id Name Properties lah s il Hli Permissions l Replication thuil Privileges Impersonators Pri a anonymous anonymous Set Password Save a author test author f Login A afrank Angelika Frank First Name test a droyle a SON T TA Set Password x author a admin a dwinter Password ecccce gB workfiow Example Author Confirm Password LITT Initial password set to author OA privilege gA surfer gA contributi gA Develope 8A administrators administrators 4 Enter the new password twice as they are not displayed in clear text this is for confirmat
154. l address E Mail 4 2 4 20 Profile Gender This component allows the user to specify their gender or indicate that they do not wish to disclose it Gender 4 2 4 21 Profile General Text Property This component allows the user to input a value for a profile property You can select the property Element Name from a dropdown list CQ 5 2 WCM Page 72 of 225 Copyright 1993 2009 Day Management AG D Qa y Default Components Title and Size Constraints Title When do get maximum job satisfaction Size f cols x rows Width f The user can then input their value When do get maximum job satisfaction 4 2 4 22 Profile Primary Phonenumber This component allows the user to enter the primary telephone number Phone Number 4 2 4 23 Profile Primary URL This component allows the user to specify a URL 4 2 4 24 Sign in This component allows the user to enter their login details Login PO Password PO CQ 5 2 WCM Page 73 of 225 Copyright 1993 2009 Day Management AG D A y Default Components 4 2 5 Other Components in the Other section include the following e Gadgets Lets you connect into gadgets available on many web sites e Search Lets you create a Search component e Tag Clouds Shows a graphical representation of tags within your web site e Teaser An image designed to entice the visitor to another page 4 2 5 1 My Gadgets This components lets you select one or more gadgets from those ava
155. le items organized into a list and preceded by check boxes Users can select multiple check boxes Forms Dropdown List Multiple items organized into a drop down list The Multi Selectable switch specifies if several elements can be selected from the list Forms End Terminates the form definition CQ 5 2 WCM Page 148 of 225 Copyright 1993 2009 Day Management AG Day Title in Sidekick Forms File Upload Forms Hidden Field Forms Image Button Forms Password Field Forms Radio Group Forms Submit Button Forms Text Field My Gadgets Profile Avatar Photo Profile Detailed Name Profile Display Name Profile E mail Profile Gender Profile Primary Phonenumber Profile Primary URL Profile General Text property Sign in Personalization An upload element that allows the user to upload a file to the server This field is not displayed to the user It can be used to transport a value to the client and back to the server This field should have no constraints An additional submit button for the form that is rendered as an image Same as text field but only a single line is allowed and the text input from the user is not visible in the field An additional submit button for the form where the title is displayed as text on the button Text field that allows users to enter information Allows you to include one of a selection of gadgets available Allows input of an Avatar Photo Multiple items organized into a list pr
156. list by entering a filter expression which hides all the users and groups that do not match the expression You can also hide users and groups by using the Hide User and Hide Group buttons See the section called Hiding Users and Groups To filter users or groups 1 Inthe left tree list type your filter expression in the space provided For example entering min displays all users and groups containing this string 2 Click the magnifying glass to filter the list Hide Users Hide Groups Edit Name Id Type Angelika Frank atrank Jane Smith jemith Janie Marks jmarks Jeremy Hodges jhodges Markus Schultz machutz agmin admin anon Mos anonymous 3 Click the x when you want to remove all filters frank x Jp Hide Users Hide Groups Edit Type ld Name a afrank Angelika Frank 7 3 3 Hiding Users and Groups Hiding users or groups is another way to filter the list of all users and groups in a system There are two toggle mechanisms Clicking Hide User hides all users from view and clicking Hide Groups hides all groups from view you cannot hide both users and groups at the same time To filter the list by using a filter expression see Filtering users and groups To hide users and groups 1 In the security window click Hide Users or Hide Groups CQ 5 2 WCM Page 114 of 225 Copyright 1993 2009 Day Management AG D a y User Administration and Security Enter filter query J Hide Users Hi
157. llout e When you move a Live Copy root page the page and all its sub pages are moved and remain linked to the Blueprint e When you move any other Live Copy page the page is moved If a version of the page has not been created the original page will be re created on the next rollout Otherwise the page is considered as deleted CQ 5 2 WCM Page 196 of 225 Copyright 1993 2009 Day Management AG Day 14 Tools There are various pages or folders available within the Tools tab Table 14 1 Functions available within the Tools tab Page or Folder To DescriptionBlu Blueprints i Blueprints are used to create as many Live Copies as necessary Designs Holds the list of designs defined including the graphics and css files to be used Form Holds the list of form submissions received Submissions mons Bulk Editor Lets you search for items and edit them in bulk You can also export and import content in bulk into the repository Offline Importer The offline importer enables you to import content from MS Word documents generated offline Feed Importer Lets you import content from external web sources which is regularly polls for new and updated content For example use the feed importer to import events from other web based calendars into your CQ WCM calendars Upgrade Lets you specify the URL of a Communiqu 3 or 4 instance from within a new CQ5 instance The content and basic functionality will then be upg
158. low manages the update of assets Newsletter Example J This example shows a confirmation process for the Newsletter Publish Example J This example shows a simple review and publish process Request for Activation J This is the default request for activation workflow Request for Deactivation This is the default request for deactivation workflow Translation Inbox Lists workflows awaiting action in your inbox You can then take action as required Models Lists the workflow models currently available Here you can create edit or delete workflow models Instances Shows you details of workflow instances which are currently active These instances are also version dependent Archive Enables you to access details of workflow instances which have terminated for whatever reason Launcher Allows you to define a workflow to be launched if a specific node has been updated CQ 5 2 WCM Page 122 of 225 Copyright 1993 2009 Day Management AG D A y Working with Workflows 8 3 The types of Workflow Steps available To build your workflow CQ provides various steps types which can be combined and extended with scripts to provide the functionality and control you require 8 3 1 Participant Step A participant step enables you to assign ownership for a particular action The workflow will only proceed when the user has manually acknowledged the step This is used when you want someone to take an action on the workflow for example
159. low with launcher task to fetch comments and or blog posts so that a person can be assigned to e monitor comments e adjudicate on the quality of comments for example remove obscene entries e provide further feedback if necessary CQ 5 2 WCM Page 165 of 225 Copyright 1993 2009 Day Management AG Day 12 Extending CQ documentation and Online Help Comprehensive documentation is included with CQ However due to the fact that each installation of CQ can be extensively customized CQ also allows you to extend the content of the documentation and online help 12 1 How to extend the documentation and online help Although closely related there are different methods involved depending on what your end product Is to be 12 1 1 To extend the online help delivered with CQ 1 Click the Tools tab 2 Inthe left pane select Custom Documentation 3 From the top menu click the arrow next to New then select New Page Create Page MyDocumentationBook Docbook Book Template Docbook Chapter Template Docbook Section Template Docbook Preface Template Docbook Appendix Template 4 Enter a Title for the new DocBook element and a Name if you do not want the default 5 Select a template corresponding to the DocBook element you want to create CQ 5 2 WCM Page 166 of 225 Copyright 1993 2009 Day Management AG D a y Extending CQ documentation and Online Help 6 Click Create to create the page 7 Double click th
160. ls 2 Open the Tools tab for example at http localhost 4502 libs wcem content Mise tem 3 Select Replication then Agents on publish in the left panel 4 Double click on the Dispatcher Flush item to open the overview 5 Click Edit the Agent Settings dialog will open a Inthe Settings tab i Activate Enabled ii Enter a Description ii Leave the Serialization Type aS Dispatcher Flush or set it as such if creating a new agent b Inthe Transport tab e Enter the required URI for the new publish instance for example http localhost 80 dispatcher invalidate cache You can configure other parameters as required 6 Click OK to save the changes 7 Return to the Tools tab from here you can Activate the Dispatcher Flush agent Agents on publish Note The Dispatcher Flush replication agent is not active on author You can access the same page in the publish environment by using the equivalent URI for example http localhost 4503 etc replication agents publish flush html 14 7 4 Replication Agents Configuration Parameters When configuring a replication agent four tabs are available within the dialog 14 7 4 1 Settings Name A unique name for the replication agent Description A description of the purpose this replication agent will serve Enabled Indicates whether the replication agent is currently enabled Serialization Type The type of serialization e Default Set if the agent is to be automat
161. lumns and then create delete or move content within each of the columns Note The additional components 2 Columns and 3 Columns default to the appropriate number of columns for ease of use Start of 1 Columns Edit Delete Insert Column Control Column Layout 2 Columns 33 67 2 Columns 50 50 Columns 33 67 3 Columns 33 33 34 3 Columns 50 25 25 Column Layout Select the number of columns you want rendered Once created each column has its own Drag components or assets here link for adding content The following example shows the Column Control component ready for use in Geometrixx You can now use the placeholders for new components CQ 5 2 WCM Page 57 of 225 Copyright 1993 2009 Day Management AG D A y Default Components Nunc nonummy est id ipsum Etiam aliquam porttitor lacus Integer tincidunt convallis enim Aenean imperdiet nisl vitae massa Nunc nonummy est id ipsum Etiam aliquam porttitor lacus Integer tincidunt convallis enim Aenean imperdiet nisl vitae massa Nunc nonummy est id ipsum Etiam aliquam porttitor lacus Integer tincidunt convallis enim Aenean imperdiet nisl vitae massa Nunc nonummy est id ipsum Etiam aliquam porttitor lacus Integer tincidunt convallis enim Aenean imperdiet nisl vitae massa 4 2 4 Form Form components are used to create forms for visitors to submit input They are b
162. mmary From To Full day Description Staff Meeting 03 12 09 03 12 09 3 9 00 AM 3 11 00 AM Save Cancel 2 Inthe Summary field enter a descriptive name for the event In the From and To fields enter the appropriate start and end times If the event is an all day event select the Full day check box instead of entering times Optionally add a description 3 Click Save The event appears on your calendar Page 157 of 225 CQ 5 2 WCM Copyright 1993 2009 Day Management AG Social Collaboration in CQ WCM Day 03 00 Staff Meeting 11 2 1 3 Importing Events from another Calendar You can import events from another web based calendar into your CQ WCM calendars using the polling importer You can import either a public calendar or a private calendar If you import a private calendar you need the private ics URL Calendar URLs are generally available within a calendar s settings Check the documentation for your calendar application for more information Note You need to enter at least one event into the calendar before you can import events from other calendars If all of your events come from other calendars work around this issue by creating a dummy event importing your events from the other calendar and then deleting the dummy event To import events from another calendar 1 Navigate to the Tools window 2 Inthe Tools window expand the Importers folder and double click the Feed Importer To
163. n Agent Queue Content Replication Replication Receiver Published Agent Queue Serviet Content Replication Replication Agent Queue 14 7 2 Replicating from Publish to Author For features such as forms where users can enter information on a publish instance a form of replication is also needed to return this information to the author environment from where it is redistributed to other publish environments However due to security considerations any traffic from the publish to the author environment must be strictly controlled This is Known as reverse replication and functions using an agent in the publish environment which references the author environment This agent places the input into an outbox This outbox is matched with replication listeners in the author environment The listeners poll the outboxes to collect any input made and then distribute it as necessary This ensures that the author environment controls all traffic 14 7 3 How to configure your Replication Agents 14 7 3 1 Configuring your Replication Agents from wcm siteadmin From siteadmin in the author environment you can configure replication agents that reside in either the author environment Agents on author or the publish environment Agents on publish The following procedures illustrate the configuration of an agent in the author environment but can be used for both To configure a replication agent from siteadmin CQ 5 2 WCM Page 209 of 225 Copy
164. n Site Path View Edit Rollout Geometrixx Site Blueprint that uses the Geometrixx Site as original ic ontent geometrixx View edit details Start rollout My Blueprint fcontent geometrixx View edit details Start rollout My French Bluep rint ie ontent geometrix lt fr View edit details start rollout 13 4 5 2 Editing a Blueprint To edit a Blueprint 1 Open the Blueprint definition page e Either in the Tools tab in the left pane select Blueprints and open the desired Blueprint definition page CQ 5 2 WCM Page 194 of 225 Copyright 1993 2009 Day Management AG Multi Site Manager 2 E New Copy Paste Delete Move Activate Deactivate Workflow P Help 3 Sj Tools Title Name Published Modified In Workflow ls Locked Impressions Live Copy eae wareet 1 Geometrixx Site geometrixx 0 3 Sj Blueprints 2 Geometrixx Site 2 My Blueprint myblueprint i 0 My French Blueprint 3 My French Blueprir my_french_bluepri qm 0 My Blueprint Copy a C Designs HNIS Documentation Importers Delete La External Linkchecker Move a Newsletter 5 C Packages Activate 8 Replication i Deactivate a Tags Workflow Workflow Or from the Blueprints list click the desired link in the Status column Day Blueprints Thumbnail Description Site Path View Edit Rollout Geometric Site Blueprint that uses the Geometrixx Site as original content geometrixx View e
165. n To edit those click Edit for the appropriate component 11 2 1 5 Switching Between Agenda and Month Views In the calendar template you can switch between the agenda and month views provided you have included them in your template To switch views in the calendar template click the appropriate button Month Agenda For example clicking Agenda displays the agenda view and clicking Month displays the month view An example of a month view CQ 5 2 WCM Page 160 of 225 Copyright 1993 2009 Day Management AG Social Collaboration in CQ WCM Day 11 2 1 6 Navigating Dates To navigate months click the left and right arrows above the calendar To move to today click the Today button 11 2 1 7 Modifying and Deleting Events To modify or delete any event 1 In the calendar double click the event you want to modify or delete The Edit Event window opens 2 If you are editing the event make your changes and click Save If you are deleting an event click Delete 11 2 1 8 Filtering Events You can filter events within the current month For example to see only those items that have the word staff in them you can use a filter To filter events 1 Inthe Query builder type the term you want to filter against This is the keyword that CQ WCM looks for in the calendar Query Builder Edit 2 Click the magnifiying glass to apply the filter All other calendar events are hidden CQ 5 2 WCM Page 161
166. n the table the section called Default Users and Groups which gives an overview of the default users and groups included in the standard installation B 1 1 Changing the CQ admin password To change the password for the CQ admin account you need to make changes in both CRX and the OSGi Console B 1 1 1 Changing the CQ admin password in the CRX console To change the admin account in the CRX console 1 Navigate to http lt server gt lt port_number gt crx to open the CRX console 2 Loginas admin to the crx system workspace UserID admin Workspace crx system Log Out Switch Workspace Impersonate 3 Open the Content Explorer and navigate to the admin user and select it CQ 5 2 WCM Page 221 of 225 Copyright 1993 2009 Day Management AG Security Checklist Day E i B repisecurity S iga rep principals ig rep groups S o rep users E ga I admin amp anonymous raat rep workspaces J etc 4 Inthe Security menu select Set User Password A Set User Password window opens Q seven O reresh ai Ze B D gt A iens Bl security A YB workspace gt ODay Path T rep security rep principals rep users admin 3 Name Type Value B 3 rep security al rep User 5 rep principals i rep groups E i rep users rep password String sha 1 o a d033e22ae348aeb5660fc2140aec35850c4da997 a admin rep principalName String admin amp
167. nal or another file with the same name exists in this target folder then 1 is appended to the file suffix for example IMG_0001 gif will become IMG_0001 gif1 6 2 7 Move or Rename The Move option can be used to either move and or rename an asset 1 Select an asset 2 Select Move from the menu A dialog will be opened CQ 5 2 WCM Page 98 of 225 Copyright 1993 2009 Day Management AG Day 3 Location Move to Rename to Digital Asset Management Jcontent dam geometraadh eader png content dam qeometrixx header_2009 png Adjust Republish Title Path F Deutsch fcontent geometranvde English fcontentgeometrpaven Espanol fcontent geometrpodes Francais fcontent geometrnax fr italiano fcontent geometrocyit xs fcontent geometrpayja FR fcontentgeometrpavzh The list shows references to the asset Specify the target location to For easy selection a site map is opened with the drop down option Page 99 of 225 CQ 5 2 WCM Copyright 1993 2009 Day Management AG Digital Asset Management Day Location Move content dam qeometrxx header png to content dam geometric Rename to header_2009 png Adjust Republish Title Path Deutsch content geometrbovde Select Path Site a C Campaigns a 4 Digital Assets SS geometricx day_gariner_newsite 2w f thumbnail png day_gartner_newsite swf B G documents E header png 4 C icons IMG_2578 gif MG_2579 gif MG_2584 gif IMG
168. ndividual permissions and are used to determine the order in which these permissions are actually applied The list is formed according to the hierarchy of the pages under consideration This list is then scanned bottom up until the first appropriate permission to apply to a page is found Table 7 3 Permission States _ Action eseription O CQ WCM allows the user to perform the action on this page or on any child pages Deny CQ WCM does not allow the user to perform the action on this page nor on any child pages See Section 7 2 4 2 Access Control Lists and how they are evaluated for further details of how these interact The permissions are inherited from a parent page at some point higher up the tree Important If no permissions are defined for a page neither direct nor inherited then all actions are denied The following are recommendations about managing access control lists e Do not assign permissions directly to users Assign them only to groups This will simplify the maintenance as the number of groups is much smaller than the number of users and also less volatile e Use Deny sparingly As far as possible use only Allow Using deny can cause unexpected effects if the permissions are applied in a different order to that expected If a user is a member of more than one group the Deny statements from one group may cancel the Allow statement from another group or vice versa It is hard to keep an overv
169. ned to this page Subscribers The subscribers count For this newsletter m 2 Inthe Path field navigate to the page that contains the updated information 3 Inthe Subject field enter a subject for the mail that is sent to subscribers 4 Optionally inthe From Address field enter the email address the newsletter is coming from 5 Click Prepare CQ WCM automatically populates the Tags and Subscribers fields CQ 5 2 WCM Page 206 of 225 Copyright 1993 2009 Day Management AG D a y Tools Select the page to send the newsletter For Subject The subject For the newsletter mail From Address The optional from email address Tags The tags assigned to this page Subscribers The subscribers count For this newsletter 6 Click Send The updates are sent to the subscribers CQ WCM confirms that it sent the information to the distribution list 14 6 Security 14 6 1 How to configure automatic emails for account activities The Account Manager lets you configure what emails users automatically receive when they create an account or reset a password and to confirm a password that has been reset To configure automatic emails for account activities 1 Inthe Tools tab click the Security folder to expand it 2 Double click Account Manager to open the Account Manager dialog box CQ 5 2 WCM Page 207 of 225 Copyright 1993 2009 Day Management AG Tools Account Manager Service Configuration for Account Self
170. ness trust us Headlines Lines of text displayed at the top of the header Differing fonts and sizes are used for each new line of text Text A section of text displayed under the headlines using a much smaller font Image The image to be shown The following example shows the Header component in Geometrixx TRUST OUR EXPERIENCE TO MANAGE YOUR BUSINES Aenean est Cras eget diam read more b 4 3 5 Inheritance Paragraph System iparsys The inherited paragraph system is a paragraph system that also allows you to inherit the created paragraphs from the parent You add paragraphs to iparsys at for example content geometrixx en products and as result all the subpages of products that also have iparsys with the same name inherit the created paragraphs from the parent On each level you can add more paragraphs which are then inherited by the children pages You can also cancel paragraph inheritance at a level at any time CQ 5 2 WCM Page 83 of 225 Copyright 1993 2009 Day Management AG D a y Default Components Disable inheritance E if checked the paragraphs of the parent system are not inherited Disable Inheritance If selected child pages do not inherit the paragraphs of this page The following example shows the iparsys component in Geometrixx 4 3 6 Logo The logo is a clickable image that points to another part of the site CQ 5 2 WCM Page 84 of 225 Copyright 1993 2009 Day Man
171. news events dscberlin2008 geometrixx components contentpage DSC 2008 Show in Berlin 3 content geometrixx en news events techsummit geometrixx components contentpage Partner amp Customer TechSummit 4 content geometrixx en news webcasts whatsnew geometrixx components contentpage What s new in GeoShape 5 content geometrixx en news pressreleases newcfo geometrixx components contentpage New CFO appointed 6 content geometrixx en products geocube toolbar testdrive geometrixx components contentpage Testdrive 7 content geometrixx en services banking geometrixx components contentpage Banking Services 8 content geometrixx en news pressreleases geoexpands geometrixx components contentpage Geometrixx expands into new territories 9 content geometrixx en products geocube toolbar geometrixx components contentpage Toolbar 10 content geometrixx en company bod geometrixx components contentpage Board of Directors 14 1 2 3 How to Import Content Importing is not available in the Bulk Editor Tool but only through the customized product listing component which uses the bulk editor as its basis You can import content from any tab separated tsv file In order for importing to work properly the column headings first row of cells must match the column headings of the table you re importing to T Important When you re import content you erase any previous content for those nodes Be careful not to overwrite important information To import content 3
172. ng paragraphs also called components To insert a new paragraph 1 Double click the area labeled Drag components or assets here ordraga component from the floating toolbar called sidekick to insert a new paragraph This area appears wherever new content can be added such as at the end of the list if other paragraphs exist or at the end of a column Note If a paragraph already exists you can right click the paragraph and select Insert This inserts the new paragraph before the existing one CQ 5 2 WCM Page 8 of 225 Copyright 1993 2009 Day Management AG Day 2 3 jelelolsjels Overview of the GUI Console TEST P SERVICES COMPANY CUSTOMERS NEWS amp EVENTS PRODUCTS SUPPORT Welcome to Geometrixx gt Test Page Edit Inherited Paragraphs 1 Thumbs Detais Test Page a Geocube Offer 4 General a Chart f p Download certificate png Flash L2 i Image a a 5 List nafarraren s5 Collaboration box_software Drag your components or assets here Columns Or double click for the Insert New Component list Form _ Buio E Sidekick ALAA F header png Contacts Feedback Login Newsletter Register Search Shopping Cart Sitemap My Geometrixx Privacy policy 2008 Copyright Day Software AG All rights reserved Read Legal
173. nglish 3 Company company E 0 I Toolbar 4 Customers customers D 0 E Services Company 5 News amp Events news a 0 aS Customers 6 Products products m 0 4 amp News amp Events 7 Support support 0 H Products S Test Page 4 w S Fran ais E Deutsch E amp Espa ol ES amp Italiano og AAS oe Px GE Geometrixx Asset Share C User Generated Content 3 5 3 Determining Page Publication Status 2 New copy Delete Move Activate Deactivate Workflow Tools v Enter search query P Help Sj Websites Title Name Published Modified In Workflow Is Locked Impressions Live Copy C Campaigns 1 Toolbar toolbar 3 Apr 2009 09 29 admin 0 _ Digital Assets B amp Geometrixx Demo Site E SeS g 3 8 English 3 Company company B 0 I Toolbar 4 Customers customers E 0 F amp Services aE Company 5 News amp Events news 3 Apr 2009 09 29 admin B 0 H E Customers 6 Products products B 0 a News amp Events 7 Support support a 0 E Products g E Support 8 Test Page Test_Page 3 Apr 2009 09 28 admin 0 amp Test Page iw Francais E E Deutsch E Espa ol E3 italiano oe aks oe x Geometrxx Asset Share C User Generated Content Table 3 3 Green Publication was successful Content is published Yellow Publication is pending Confirmation of publication has not yet been received by the system instance This can also mean that the content was de
174. nnrnrnrnrsrnrnrnrennne 133 8 5 3 Suspending Resuming and Terminating a Workflow instance 06 135 8 5 4 Monitoring the Status of Workflow Instances cccecceeeseeeeeeaeeeeeeeeeaeeees 136 8 6 Using the Workflow Launcher for Node Modifications ccccceceeeeceeeeeeeeeeeeeees 137 8 6 1 Adding a Launcher relationship cccccceccecceceeceeeeeeeceeceeeeeeseeaeeeseeeeees 137 8 6 2 Removing a Launcher relationship cccccecseeeeeeeeeeeeeeeseeeeeeeseeeeeeeeeenees 138 Os VAG CANA AOU ete icra vk coc aiatsc ca ethe tureaticeruscaie ana E enue taaokpenss ene wereneiceaececuree tates 139 9 1 Some basic facts about tagging IN CQ oo ecceccceccseee sect eese esse eeseeeaeeeaeeeeeeeeeeseeenes 139 9 2 Top Ten Reasons to USE Tagging ccccssccececseceeesesseseeaeceesesonearsetsneeeserseeaesseseees 139 ide WAG OU GS sccntes cu E renting wie sxsatoncsnnonsanseanieu manbin meso E E 140 9 4 How to Manage Tags in CQ WOM ccccccceccceecceeeceeeseeeneeeeeeseeeseeeseeeseeeseeeseenenees 140 9 4 1 Using Sidekick to access ANd ASSIGN TAS ccccececceceeeeceeeececeeeeneaeeeees 140 9 4 2 The Tag Administration Console cccccecceeceeceeeeeeeeeeeeeeeeeeeeeeegeeeeseeeaes 141 9 4 3 Searching tor TAGS si cassenciunctwnirnassscaiudseveennesxeerdudeiviarensuecacudieveneunseenriudsaseens 143 1O POON aaO eee a E E E T auausabecnwesdanuacineande 146 10 1 What is Personalization
175. ns 2 and 3 Columns are the same 3 Columns component but default to 2 and 3 columns respectively Yes e Checked Form Requests password and Yes Password Field confirmation of password Collaboration List of visitor comments Yes Delete Action Action Lets users delete selected No assets Download General Makes a file available for Yes download download by the website visitor Download Action Lets users download selected No Action assets CQ 5 2 WCM Page 33 of 225 Copyright 1993 2009 Day Management AG D A y Default Components Title Purpose Availability Equivalent in Sidekick in CQ4 by Default Edit Metadata Action Lets users edit tags and No Action metadata of selected assets Flash General Allows you to enter a flash Yes movie Form Form The start and end components Yes required for a form definition Forms Address Form A complex field allowing the forms Field input of an international address Forms Captcha Form A field consisting of an alphanumeric word that refreshes automatically The captcha component protects websites against bots Forms Form Multiple items organized into Checkbox a list and preceded by check Group boxes Users can select multiple check boxes Forms Form Multiple items organized into Dropdown List a drop down list The Multi Selectable switch specifies if several elements can be selected from the list Forms File Form An upload element that allows Upload the user to upl
176. nturies Mon Produit e Shapesfor centuries My Product Welcome to Geometrixx gt Prod Have you tried it Nunc nonummy est id ipsum Etiam Nunc nonummy est id ipsum Etiam aliquam porttitor lacus Integer aliquam porttitor lacus Integer tincidunt convallis enim Aenean m A tincidunt convallis enim Aenean imperdiet nis vitae massa YAY al imperdiet nisl vitae massa Peter Johns ped Vice President of Sales and Marketing es t of Sales Created i 17 04 2009 14 56 58 u advanced search u advanced search 17 04 2009 14 53 55 m Contac cts Feedback moo yntacts Feedback Login Sitema Ay Geometrixx Car 2008 Copyright Day Software AG All rid Priva Co pyright Da ay Software AG All gee reserved Read Legal isaac and Privacy policy Note The reference page is only displayed and cannot be edited 11 Edit the text that needs to be translated and translate it Save your changes 12 To close the view of the reference page click Hide in the Sidekick Repeat previous steps every time new content is added to the reference page and needs to be translated in one or more language branches 13 4 Managing Blueprints and Live Copies MSM lets you create a site called a Live Copy based on another site called a Blueprint and to actively manage the relationships between the Blueprint and the Live Copy The Blueprint defines structure and con
177. o basically the same thing page and pages impersonator and impersonators are two simple examples For this reason CQ allows you to see existing tags before you create a new one and to group tags into namespaces 9 2 Top Ten Reasons to use Tagging Here are the top ten reasons for using tags in CQ5 1 Tagging makes your life easier by giving you a straightforward way to organize content without too much thought Tags can be controlled The flexibility and simplicity of tags does not interfere with anything you have still full control over all your content Apply permissions to tags and or namespaces to control who can create tags on your content or use your existing tags You can never have too many tags Though if you have a lot you can create namespaces to sort and organize your tags With namespaces you can create categories of tags to make sure that tags that belong together are grouped together Tags are powerful organizers With the ability to create tags and sub tags it becomes possible to express entire taxonomic systems covering terms subterms and their relationships This allows you to create a second or third content hierarchy in parallel to the official one CQ 5 2 WCM Page 139 of 225 Copyright 1993 2009 Day Management AG D A y Tag Administration 5 Tags improve your search experience You can search for tags and content that has tags The default search component in CQ uses these mechanisms so y
178. oad a file to the server Forms Hidden Form This field is not displayed to the Field user It can be used to transport a value to the client and back to the server This field should have no constraints Forms Image Form An additional submit button for Button the form that is rendered as an image Forms Form Same as text field but only a Password Field single line is allowed and the text input from the user is not visible in the field Forms Radio Form Multiple items organized into a Group list preceded by a radio button Users must select only one radio button Forms Submit Form An additional submit button Button for the form where the title is displayed as text on the button Forms Text Form Text field that allows users to Yes Field enter information CQ 5 2 WCM Page 34 of 225 Copyright 1993 2009 Day Management AG D A y Default Components Title Purpose Availability Equivalent in Sidekick in CQ4 by Default Header N A Displays a graphical header No banner at the top of the page together with overlaying text Image General Displays an image with a short Yes image description displayed below Inheritance Is a paragraph system that also No allows you to inherit the created paragraphs from the parent Paragraph e iparsys List General Displays a configurable list of generic list searched items Logo Is a clickable image that points No to another part of the site My Gadgets O
179. ocial Collaboration provides a unification of all social networking and collaboration applications within CQ5 e Blogs e Calendars Also providing social identity management moderation and reverse replication for all of the above 11 1 Blogs A blog or weblog to use the full name is a web site that provides commentary or information ona particular subject or company while also letting readers e leave comments about the individual entries e subscribe to feeds e set trackbacks and thereby interact with each other The CQ5 blog template provides a quick and easy mechanism for setting up a complete blog including e individual entries written in chronological order but listed in reverse chronological order e search e quick reference links sorted by date and or tags Blogs have a predetermined structure in CQ WCM The root or overview page is at the head of the structure which sorts the blog entries by date a y Ei 3 V C J p wap er p 03 ae gt 2 S New Copy Delete Move Activate Deactivate Workflow Gp Tools Enter search query P Help 3 Websites Title Name Published Modified In Workflow is Locked Impressions Live Copy S C Campaigns 1 My First Blog Entry my_first_blog_entry m 0 Digital Assets g z Demo Sie 2 My Second Blog Entry my_second_blog_entry is 0 E English H Toolbar Ei amp Services 3 S Company E Customers
180. ocuments 3 header png 221 x 198 50 KB 4 icons 5 IMG_2578 gif 341 x 256 49 KB 6 IMG_2579 gif 341 x 256 59 KB 7 IMG_2581 gif 341 x 256 53 KB 8 IMG_2583 gif 341 x 256 65 KB 9 IMG_2584 gif 341 x 256 53 KB 10 IMG_2586 gif 341 x 256 63 KB 11 IMG_2588 gif 341 x 256 71 KB 12 IMG_2592 gif 341 x 256 58 KB 13 IMG_2593 gif 341 x 256 56 KB 14 management 15 news_new png 128 x 128 17 KB 16 Yellowleg Sandpipe 1600 x 1067 1 MB 2 Connect to the repository using WebDAV or any equivalent method Navigate to the var dam folder Here you can see the same contents as above File Edit Yiew Favorites Tools Help Back lt 4 wi Search Key Folders i a Address http Hlocalhost 4502 crx repository crx default var dam Folders x Name A E Desktop J geometrixx B My Documents 4 My Computer a My Network Places E Entire Network fa crx default on localhost apps 9 content etc home O libs tmp LJ var audit classes clientlibs E geometrixx eventing linkchecker sling statistics H A My Web Sites on MSN E 2 Shared Folders on host g Recycle Bin Ge Ge Ge T 0reeeD H H H Internet Address Size Type Modified http flocalhost 4502 crx repository crx def Web Folder 06 04 2009 07 55 1 objects 3 Create any new folders required and copy your assets into the required location Page 1 CQ 5 2 WCM 01 of 225 Copyright 1993 2009 Day Management AG D A y Digital Asset Manag
181. odified In Workflow Is Locked Impressions Live Copy C Campaigns Toolbar toolbar 20 Mar 2009 Digital Assets J Geometrixx Demo Site J English Company company 20 Mar 2009 E a Toolbar H Services 4 S Company E amp Customers Products products E amp News amp Events E3 amp Articles Services services 20 Mar 2009 amp Customers customers 20 Mar 2009 News amp Events news 20 Mar 2009 amp Support support Press Releases w S Webcasts 4 Events 4 Products Provides information about individual items Es amp Support Double click to open item iN a Fran ais User arrow to collapse Deutsch or expand H g Espa ol the sidebar E 2 Italiano Be AA BE pA amp Geometrixx Asset Share C User Generated Content 3 1 1 Page Information The site admin window provides important information about pages Copy Delete Move Activate Deactivate Workflow EP Tools Enter search query Pp Help Name Published Modified In Workflow is Locked Impressions Live Copy Toolbar toolbar SeMVices Services Company company Customers customers News amp Events news Se amp amp S amp S BS Products products a Support support Table 3 2 Page Information Title The title that appears on the page Published Indicates whether the page has been published and provides the publication date and time Modified Indicates whether
182. of 225 Copyright 1993 2009 Day Management AG Social Collaboration in CQ WCM Day Tuesda rida 10 45 Staff Update o 17 l 3 Remove the keyword in the Query Builder and click the magnifying glass to remove the filter All events are displayed ic 15 00 Meeting with ABC 13 09 00 Weekly Update From Prod Management 09 00 weekly Update From Product Management 11 3 Social Identity Management Social collaboration profiles are used to achieve the personalization needed for the users to interact with your website and each other This means that users can be identified when communicating with other users and also can configure their own experience of your website 11 3 1 Managing the Social Collaboration Profiles To use the social collaboration features users need to register for an account then log in so that they e have an identity to be used for communication with other website users e can configure specific pages to their own requirements 11 3 1 1 Registering and editing a user profile When users want to use the social collaboration functionality with CQ they must register 1 Users log in using the Login option on the toolbar Contacts Feedback Login Newsletter ister Search Shopping Cart Sitemap My Geometri CQ 5 2 WCM Page 162 of 225 Copyright 1993 2009 Day Management AG Social Collaboration in CQ WCM Day 2 This provides them with the following fields for registering the basic details requi
183. ols Title Name E Blueprints EC Designs Custom Documentation E Form Submissions G4 Importers Bulk Editor Offline Importer Upgrade from Casco External Linkchecker Mew sletter H Packages H Replication B Security Tags Workflow 3 Click Add to open the New Importer Configuration window CQ 5 2 WCM Page 158 of 225 Copyright 1993 2009 Day Management AG Social Collaboration in CQ WCM Day Hew Importer Configuration Feed URL icssAtto Saw google com calendarical ht3jlfaacsltde2 Import to Path foontent geometrizxfenfwork calendar jcricontent c Update Interval in 300 Seconds 4 Inthe Feed URL enter the source url for the calendar data The format is ics lt URL_OF_ICS_FILE gt for example ics http server com path to calendar ics 5 Inthe Import to Path field navigate to the calendar you created and then navigate to jer content calendar calendars default You can also paste the path into the field For example for a page created in content calendar html the import path is content calendar jcr content calendar calendars default 6 Inthe Update Interval in Seconds field enter a time in seconds The minimum is 300 seconds The first import of calendar information happens after the time you specify you do not see content import until after the specified time Note The minimum can be reconfigured in the OSGi interface to less than 300 seconds but reconfiguring the minimum is only
184. ometrixm expands into new territories fcontent geometrixx es news pressreleases geoexpands html Similar pages Geometrixx expands into new territories fcontent geometrixx 7h news pressreleases geoexpands html Similar pages Geometrixnx expands into new territories fcontent geometrixx ja news pressreleases geoexpands html Similar pages Geometrixx expands into new territories fcontent geometrixx de news pressreleases qgeoexpands html Similar pages Geometrixx expands into new territories fcontent geometrixx fr news pressreleases gqeaexpands hitml Similar pages Geometrixx expands into new territories fcontent geometrixx en news pressreleases geoexpands html Similar pages The following examples shows a search term that is misspelled and not available on the Geometrixx site geometrixxeen Search No results found Please check your spelling and try again CQ 5 2 WCM Page 77 of 225 Copyright 1993 2009 Day Management AG D A y Default Components 4 2 5 3 Tag Cloud A tag cloud shows a graphically presented selection of the tags within your website Business Interest Investor Product Services When configuring this you can specify Tags to Display Where the tags to be displayed are collected from Either the current page or all tags No links on tags Whether the tags displayed should act as links Tag Cloud Tags to Display All tags No links on tags E on ere i a ary
185. ontent is not forced on the owner of a site Some time later because of the reorganization of the site the press releases section is moved to another location in the navigation on the source site Because of MSM this change is reflected automatically in all subsidiary sites 13 1 2 Multilingual Site UNORG a multinational organization hosts a website in 15 languages Experience has shown that multilingual websites often share a number of characteristics CQ 5 2 WCM Page 169 of 225 Copyright 1993 2009 Day Management AG D A y Multi Site Manager e Content trees are not identical in different languages e There is almost never a lead language in which all the content is available e tis not just about text images mean different things in different cultures e Internal document structures content objects in different languages or even different geographies with the same language are often different for example because of differing legal requirements e The if language is not there then switch to default language scenario almost never works a French surfer does not appreciate suddenly being thrown into a section of English content But despite all of these differences between different language sections there is also a certain coherence between the languages that needs to be maintained The Language Manager monitors the differences between language sections and allows for the clean up of any differences between the
186. or by copying and pasting a spreadsheet CQ 5 2 WCM Page 37 of 225 Copyright 1993 2009 Day Management AG D a y Default Components Add chart data in CSV format use as separator Chart Data Enter your chart data using the CSV format the Comma Separated Values format uses commas as the field separator Width of the chart in pixel eg 400 Height of the chart in pixel eg 400 CQ 5 2 WCM Page 38 of 225 Copyright 1993 2009 Day Management AG D A y Default Components Chart Type Select from Pie Chart Line Chart and Bar Chart Alternative text Alternative text that displays instead of the chart Width Width of the chart in pixels Height Height of the chart in pixels The following example is a Bar chart in Geometrixx It shows the relationships between the table as in the previous screenshot and the finished chart fal 3 BE Input a Output 1 D 2000 2001 2002 4 2 1 2 Download The Download component creates a link on the selected web page to download a specific file You can either drag an asset from the Content Finder or upload a file CQ 5 2 WCM Page 39 of 225 Copyright 1993 2009 Day Management AG D A y Default Components Description A very interesting article TO ECM Artikel pdf Description A short description displayed with the download link File File available for download on the resulting web page Drag an asset from the content finde
187. ote Be careful when choosing this option as it might cause a lot of network traffic e On Activation the modifications are propagated when the Blueprint is activated e Update Content e If checked modifications to the Blueprint will be propagated CQ 5 2 WCM Page 186 of 225 Copyright 1993 2009 Day Management AG D A y Multi Site Manager e f unchecked modifications to the Blueprint will not be propagated This option should only be used in combination with a workflow e Enable Notification if checked you will be notified when the modifications are propagated Note In order to be notified you first need to subscribe to rollout e Start Workflow select the workflow to be started when the synchronization actions are triggered Refer to Chapter 1 to define your own workflow e Read only for select the group that will have read only access to the Live Copy This option prevents a group from modifying the Live Copy Note If the selected page is also a Blueprint the Blueprint tab is activated Otherwise it is deactivated content my_site_copied_ fr customers customer_list jcr content x lt Global Advanced Tags Keywords Impressions Page Analytics Live Copy Blueprint Live Copy from content gqeometrixx tr customers customer_list jcr content Live Copy suspended F The sync configuration is inherited from a parent page Changes made below will cancel the inheritance
188. ou can narrow the results down to those that are really relevant 6 Tags can be simple and sophisticated at the same time To create a tag all you need is a word and the touch of a button it is that simple Afterwards you can also add a title and description to the tag to add more semantics There are no limits on the labels you select for your tags 7 Tags are integral to Web Content Management Digital Asset Management and Social Collaboration within CQ The tagging system is a core component of CQ5 and is used by all CQ5 Applications to categorize content Additionally tagging is available to developers for their own tagging enabled applications 8 Tags can be created by anyone who needs a quick way to annotate a page This helps with search engine optimization as tags will automatically show up in the metatags of the page thus ensuring your page will be found by search engines 9 Tags have many names and faces tags taxonomy terms categories labels and many more They are flexible in their content model and in the way they can be used for instance when outlining target demographics categorizing and rating content or to create a secondary content hierarchy 10CQ5 is ideal for dealing with structured information thanks to the nesting of pages and paths It is also extremely powerful when dealing with unstructured information due to the built in full text search Tagging allows you to combine the strengths of both structure and fl
189. perties that you want the bulk editor to return The properties you select are the column heads in the results pane By default the node path is displayed in the results Custom Properties Enter any other properties that are not listed in the Properties Columns Columns field These custom properties appear in the results pane You can add multiple properties by using a comma to separate properties Note If you add a custom property that does not yet exist CQ WCM displays an empty cell When you modify the empty cell and save it the property is added to the node The newly created property must respect node type constraints and property namespaces 3 Enter information in the fields as appropriate See the previous table for more information 4 Click Search The Bulk Editor returns all the pages that meet your search criteria and displays them with the requested columns BulkEditor Search Filters a Root Path content geometrixx en v Properties F sling resourceType E cg lastModified E text Columns a _ j root path for edition jcr title F subtitle Query Parameters type Page Select a list of properties to ed Custom Columr Properties ns Content Mode v Enter extra properties separated by comma 82 result s Export oc 686lCUCmlUCTlUCUUCUCCUCST fi SBi6 6 6 6 1 5 5 5 aianizniz2iz2iz2iaiziziz2ziz2zi2z2iez2zizig2ziz co 0 voo ooo ovom ogogo OD 5 Make any changes you would like to dir
190. ps or remove them from groups See the section called Groups adding a User or Group to a Group Members Available for groups only Lists the members of a particular group See the section called Members adding Users or Groups to a Group Page Lets you control the permissions related to particular pages You can allocate Permissions permissions to a user or group See the section called Setting Page Permissions Replication Replication privileges allow the user to replicate content to another environment Privilege usually from author to publish You grant replication privileges according to a path Privileges can be allocated to a user or group See the section called Setting Replication Privileges Privileges Lets you allocate privileges such as hierarchy modification which gives the ability to create and delete pages See the section called Setting Privileges Impersonators Lets another user impersonate the account Useful when you need a user to act on behalf of another user See the section called Setting User and Group Preferences Preferences Sets preferences for the group or user For example language preferences See the section called Impersonating Users CQ 5 2 WCM Page 113 of 225 Copyright 1993 2009 Day Management AG D Qa y User Administration and Security 7 3 2 Filtering Users and Groups You can filter the
191. r content generated on a publish instance back to an author instance This is commonly used for moderated forums blogs surveys and registration forms amongst others For security reasons most network topologies do not allow connections from the Demilitarized Zone a subnetwork that exposes the external services to an untrusted network such as the Internet As the publish environment is usually in the DMZ to get content back to the author environment the connection must be initiated from the author instance This is done with e an outbox in the publish environment where the content is placed e an agent publish in the author environment which periodically polls the outbox for new content To do this you need A reverse replication agent in the author environment This acts as the active component to collect information from the outbox in the publish environment CQ 5 2 WCM Page 211 of 225 Copyright 1993 2009 Day Management AG D a y Tools Default Agent publish Agent that replicates to the default publish instance e Agent is enabled Replicating to http localhost 4503 bin receive Queue is idle e Dispatcher Flush flush Agent that sends flush requests to the dispatcher Agent is disabled Replicating to http Nocalhost 8000 dispatcher invalidate cache Queue is not active e Agent is triggered when on offtime reached Reverse replication agent publish_reverse Agent that handles reverse
192. r if several forms are used on a single page The form identifier can uniquely identify the form Client Validation Indicates whether client validation is required for this form This can be achieved in conjunction with the Forms Captcha component Load Path The load path for any content that the form requires The options available in Action Configuration are dependent on the Action Type selected Create and Update Account Initial Group Group to assign the new user to Home Page to display upon successful login Thank you Page The page to be referenced for thanking the visitor for their input Mail From Enter the email address that the email should come from Mailto Enter the email address of the person to send the form to Subject Enter a subject for the email Redirect URL The redirect path points to a page that is invoked when a form is successfully submitted Newsletter needs no action configuration Profile Update and Reset Password Thank you Page The page to be referenced for thanking the visitor for their input Store Content CQ 5 2 WCM Page 64 of 225 Copyright 1993 2009 Day Management AG D A y Default Components Content Path The content path for any content that the form dumps Enter a path that ends with a slash The slash means that for each form post a new node is created at the given location for example forms feedback Redirect URL The redirect path points to a page that i
193. r or click the area to upload the file to be available for download The following example shows the Download component in Geometrixx 7 ECM Artikel pdf A very interesting article 4 2 1 3 Flash The Flash component lets you load a Flash movie You can drag a flash asset from the content finder onto the component or you can use the dialog CQ 5 2 WCM Page 40 of 225 Copyright 1993 2009 Day Management AG D A y Default Components Flash Alternative Image Advanced Flash movie Flash movie The flash movie file Either drag an asset from the content finder or click to open a browse window Size Dimensions in pixels of the display area holding the movie Alternative Image An alternative image to be shown Advanced Includes all of the following Context menu Indicates whether the context menu should be shown or hidden Window Mode How the window appears for example opaque transparent or a distinct solid window Background color A background color selected from the color chart provided Minimum version The minimum version of Adobe Flash Player required to run the movie The default is 9 0 0 Attributes Any further attributes required CQ 5 2 WCM Page 41 of 225 Copyright 1993 2009 Day Management AG D A y Default Components 4 2 1 4 Image The image component displays an image and accompanying text according to the specified parameters You can either drag and drop and image from the Content Fin
194. raded and imported into your new CQ85 installation The upgrade of customized functionality cannot be guaranteed and must be analyzed individually For further information see Chapter 4 External Link Scans all content pages within your CQ instance and checks any Checker external links A list of valid and invalid links displays Newsletter Lets you notify users of newsletter updates or content changes Packages Shows the packages that have been loaded for CQ WCM Similar to the information shown in CRX s Package Manager anager fotesteaconocs angsoon nn Nene OaS Manager to reset passwords and so on Tacs Cite youmanage tags OOo www S o 14 1 Bulk Editor The Bulk Editor lets you search for and edit content from multiple pages simultaneously In addition you can export content into the repository using the bulk editor functionality Using the Product Listing component you can also import content into the repository but this is disabled for the Bulk Editor available in the Tools menu This section describes how to work with the bulk editor in the Tools menu Typically administrators use the bulk editor to search and edit multiple items by populating the table using a GQL query and then by selecting the content items to work on Users generally use the bulk editor CQ 5 2 WCM Page 197 of 225 Copyright 1993 2009 Day Management AG Tools Day as part of a customized bulk editor application accessible through the produ
195. raph status of a Live Copy page To view the status of a Live Copy paragraph 1 Open the Live Copy page 2 Inthe Sidekick click the Live Copy Status button to view the status of all the paragraphs of the page CQ 5 2 WCM Page 190 of 225 Copyright 1993 2009 Day Management AG Multi Site Manager Day Chart y Download Flash Collaboration Columns Form Other a oe Live Copy Status Display Live Copy status 3 The status of the paragraphs are displayed on the page as follows CQ 5 2 WCM Page 191 of 225 Copyright 1993 2009 Day Management AG D A y Multi Site Manager GeoCube 2 0 GeoCube 2 0 A Paradigm shift in customer orientation ch GeoCube 2 0 brings a new Feeling to the desktop libero sem imperdiet et Fermentum tincidunt blandit in libero 4enean nec nulla non tortor eleifend pellentesque Pellentesque dui Duis at eros quis urna pellentesque dapibus In neque velit lobortisnon laoreet et pretium non libero Donec ut leo nec metus rukrumscelerisque Proin posuere Nunc imperdiet lectus pretium ligula Curabitur iaculis ultricies ipsum Sed ullamcorper Donec vel nunc Nunc ut pede Sed rhoncus ullamcorper eros Quisque semper eneanscelerisque nisl a turpis Start of 3 Columns Edit Delete Insert E a Each paragraph within a Live Copy page has one of the following statuses Table 13 3 Frame Description color Icon a The Live Copy paragraph is in lockstep with the Bluepr
196. re supported e Microsoft Word CQ 5 2 WCM Page 202 of 225 Copyright 1993 2009 Day Management AG D a y Tools To import a document use the following steps 1 2 Click the Tools tab in CQ Click Importers in the left pane to open the folder Double click Offline Importer in either the left or right pane The following dialog opens a fp ip a ls ji Import Word Document Browse Select Word Document to import Select locaton to import Offline Importer Configuration Name Value Image Paragraph flibsfoundation components image Page Template fapps geometrixxtemplatescontentpage Text Image Paragraph flibsfoundation components textimage Text Paragraph fibsffoundation components text Use the Browse button to select the Word Document you want to import into CQ Select the site navigator bal to select the Path to the node at which point this document should be imported If necessary you can change the components to be used for the various paragraph definitions Choose from a list of available components from the drop down lists Click Import to start the import Return to the wcm site admin and navigate to the location you specified Under the specified page you can see the new pages generated from the imported document You can now edit the content directly within CQ 14 4 External Link Checker 14 4 1 How to validate external links An external link c
197. recommended for testing purposes 7 Click OK Your import configuration is stored Refresh Add Remove Scheme Source Imported to Path Import Interval in Secom Path of Importer Configuration 1 ics http Hw ww google com calendaricalht3jlfaacsifd6263ulfh4tqls 40group calend content geometrixx enswvork_calendar cr content calendar calendars detautt 300 fetcAmporters polling _1237940270179 8 Navigate to your calendar After the specified interval imported data appears on the calendar CQ 5 2 WCM Page 159 of 225 Copyright 1993 2009 Day Management AG Social Collaboration in CQ WCM Day Tuesday 0 Wednesday Thursday rida Saturday Sunday O 12 09 00 Staff Meeting Imported Phases of the Moon Public Calendar _ a a as ae oe 11 2 1 4 Customizing a Calendar Anytime after you have created a calendar you can customize it To customize a calendar 1 Navigate to the calendar and double click to open it Query Builder Edit E p March 2009 a meme Month Edit Delete Insert Paste E Agenda Edit Delete Insert Paste T Monday Tuesday ednesday Thursday rida Saturday 5 Sunday O Z 3 4 a o _ eT i 00 Weekly Update From Prod Management 2 Wa 7 2 00 Dental appointment o 00 Weekly Update From Product Management 2 By default the calendar template includes a query builder for fulltext searching and lens views which are different ways to view the calendar informatio
198. rectly defined StartofForm Edit Cut Copy Delete Insert EndofForm Edit Cut Copy Insert 4 2 4 4 1 Start of Form This component is needed to define the start of a new form on a page Form Start Action Configuration Action Type Store Content R Form Ident A unigue identifier for the form on the page Client Validation E If this is enabled java soript client code for validation generated Load Path This repository path can be used to preload the form Action Type Determines which form action is triggered similar to action in HTML Action types include the following though they may have been extended with customized actions in your CQ instance e Mail Sends the form contents to an email address that you specify CQ 5 2 WCM Page 63 of 225 Copyright 1993 2009 Day Management AG D A y Default Components e Newsletter Use if the form is used for newsletter registration e Profile Update Updates the profile e Reset Password Use if the form is used for password reset requests e Create and Update Account Creates and or updates the account details e Store Content Stores the contents of the form into the repository at the given path Therefore the content path field should contain a path in the repository The path should end with which means that for each form post a new node is created at the given location example forms feedback Form Identifier Use the form identifie
199. red Welcome to Geometrixx gt Toolbar gt Register Register E Mail ee Confirm Password aseeeeee Last Name User I already have an account 3 Once registered users can edit their profiles CQ 5 2 WCM Page 163 of 225 Copyright 1993 2009 Day Management AG Social Collaboration in CQ WCM Day Welcome to Geometrixx gt Toolbar gt Profiles gt Edit Profile Edit Profile Display name Ber si Name Given Name Middle Name New Family Name E Mail Jnew user day com Gender About Me lam a new User Avatar PO Browse Reset 11 3 1 2 Finding the profiles in CRX When a visitor registers for a new social collaboration profile it is saved in CRX e The profile can be found in CRX under home users Path home users n new_user enw Name Type Value l var UU sling Folder C libs i jer created Date 2009 03 10T14 35 24 199 01 00 D etc sling resourcelype String cog Home e apps ie preferences sling Folder g content J profile sling Folder w tmp Zi w home l groups E qil users i a El w n qil new_user oO preferences Name new _ User profile Path home users n new_user UUID N A node not referenceable Depth 4 of child modes 3 Is New false Is Modified false Is Locked false CQ 5 2 WCM Page 164 of 225 Copyright 1993 2009 Day Management AG Social Collaboration in CQ WCM Day 11 4 Moderating Social Collaboration sites Moderation involves setting up a workf
200. replication from the default publish instance Agentis enabled Replicating to http localhost 4503 bin receive Queue is idle e Agent is ignored on normal replication If you want to use reverse replication then ensure that this agent is activated A reverse replication agent in the publish environment an outbox This is the passive element as it acts as an outbox User input is placed here from where it is collected by the agent in the author environment Dispatcher Flush flush Example agent that is triggered on modification and sends flush requests to the dispatcher Agent is not active Replicating to http localhost 8000 dispatcher invalidate cache Queue is not active e Agent is triggered when on offtime reached Reverse Replication outbox Agent is not active Replicating to repo var replication outbox e Queue is not active CQ 5 2 WCM Page 212 of 225 Copyright 1993 2009 Day Management AG D a y Tools 14 7 3 4 Configuring Replication for Multiple Publish Instances Upon installation a default agent is already configured for replication to a publish instance running on port 4503 of the localhost To configure replication for an additional publish instance you need to create and configure a new replication agent 1 2 9 Log in to the site administration of CQ5 on the author instance Open the Tools tab for example at http localhost 4502 libs wem content misc tm Select
201. right 1993 2009 Day Management AG D a y Tools 1 Access the Tools tab in CQ 2 Click Replication left pane to open the folder 3 Double click Agents on author either the left or the right pane 4 Click the appropriate agent name which is a link to show detailed information on that agent 5 Click Edit to open the configuration dialog Agent Settings Settings Transport Proxy Triggers Name Default Agent nronmatiwve name OF mis agent Description Agent that replicates to the default publish instance Enabled Serialization Type Retry Delay Agent User Id Log Level Use for reverse replication 6 The values provided should be sufficient for a default installation If you make changes then click OK to save them see the section called Replication Agents Configuration Parameters for more details of the individual parameters 14 7 3 2 Configuring your Replication Agents from the CRX Explorer Various parameters of your replication agents can be configured using the CRX Explorer If you navigate to etc replication you can see the following three nodes e agenis author e agents publish e treeactivation CQ 5 2 WCM Page 210 of 225 Copyright 1993 2009 Day Management AG Day Tools The two agents hold configuration information about the appropriate environment and are only active when that environment is running For example agents publish will only be used in the publish environment
202. rom the Models tab select your workflow 3 Either click Edit or double click the name of the workflow A new tab named after the workflow opens for editing and configuring the workflow This shows 3 panes CQ 5 2 WCM Page 127 of 225 Copyright 1993 2009 Day Management AG Working with Workflows Day Inbox Models Instances Archive Launcher Demo Workflow x m i pe Workflow 10 i TEE of ia Worki l Properties gt gt aC Steps i 7 m a Name Value a Splits E Sini Description Description of step 1 The start node of the workflow Timeout Off Timeout Handler Title Step 1 i sian at Type Participant Deep User Group admin Ha End The end node of the workflow e Toolbox Lists the Step and Split types Click to display the appropriate list then use drag the element you want into the appropriate position to build your workflow Toolbox e 5 Steps Container Step Participant Step Process Step St Splits AND Split OR Split Note A complete explanation of all types of workflow steps and splits together with their related properties can be found in the section called The types of Workflow Steps available e Workflow Model Contains the graphical representation of your workflow Here you can position the steps and splits edit the workflow name or description and save changes The Save button is also
203. ropping the component from the sidekick onto the page Some default components are hidden from view and are usually only added by a developer The procedure for adding these components is described in the section called Developing Components 4 1 Overview of components The following components are included in the basic installation within the Geometrixx website The table lists all components that are available from within the sidekick when inserting a new component and all the components that are available in Deisgn mode By default every component available in the sidekick is also available in Design mode If components are available in the sidekick by default the column Availability in Sidekick by Default will indicate Yes If components are available in Design mode only and they are not available in the sidekick by default this column will indicate No Note If someone enables or adds a component then additional components may become available in the sidekick For those components the Section column indicates where the components appear in the sidekick once activated These components can be selected and positioned on your page when editing Table 4 1 Components within CQ5 Title Purpose Availability Equivalent in Sidekick in CQ4 by Default Chart General Dynamic bar line or pie chart created from raw data Column Control Columns Mechanism for controlling and Yes columncontrol formatting columns 2 Colum
204. s oe x Geometrixx Asset Share C User Generated Content Title Name Published Modified In Workflow ls Locked Toolbar toolbar 3 Live Copy Services services Company company Zz _ Customers customers Zz E E Products products Support support Test Page Test_Page B ee 8080 8 8B 1 2 3 4 5 News amp Events news 6 7 8 _ This provides information about the page for example when it was last edited and by whom which is updated as necessary CQ 5 2 WCM Page 7 of 225 Copyright 1993 2009 Day Management AG D A y Overview of the GUI Console 3 2 2 Editing a Page After the page has been created you can edit its content When you first create a page the page includes only the text and elements from the template You add content by double clicking or dragging and dropping components onto the page 3 2 2 1 Opening a page You can open the page to be edited by one of several methods e From wcm siteadmin you can double click the page title to open it for editing e From wcm siteadmin you can right click the page item then select Open from the menu Open Copy Delete Move Actvate Deactvate Workflow Properties e After you have opened a page you can navigate to other pages within the site to edit them by clicking hyperlinks 3 2 2 2 Inserting a new paragraph After you open the page you can start to add content You do this by addi
205. s already completed no further action can be taken on these instances However if you need further details of a completed workflow you can use Open History 8 6 Using the Workflow Launcher for Node Modifications The Workflow Launcher provides one component to monitor all changes in the content repository and launch workflows dependent on the location and resource type of the changed node Using the Launcher tab you can e see the workflows already launched for specific nodes e select a workflow to be launched when a certain node node type has been modified e remove an existing workflow to node relationship Various definitions are included with the standard installation These are used for digital asset management and social collaboration tasks Models Instances Archive Launcher Refresh Remove Add Event Type Modetype lobbing Condition wWiorktlow Description Mode removed dam Asset icontentidam fete Avorktlowimodelsidamid Deletes the corresponding fil Mode Created cg Comment foontentigeametrixx fetcAvorktlowimodelscacoe Review comment Mode modified nt file aridam fetc Avorktlow models dam Mode Created nt file aridam fetc Avorktlow models damid Mode removed nt file aridam fetc Avorktlow models damid 8 6 1 Adding a Launcher relationship 1 Open the Workflow tab 2 Select the Launcher tab 3 Click Add and configure the new workflow to node relationship as required CQ 5 2 WCM Page 137 of 225 Copyri
206. s also a Live Copy the Live Copy tab is activated Otherwise it is deactivated content geometrixx fri customers customer_list jcr content x Global Advanced Tags Keywords Impressions Page Analytics Live Copy Blueprint Current Live Copies fcontent my_site based_onbp customer_list jcr cont fcontent my_site copied_ fr customers customer_lis Actions can be configured on a blueprint all Live Copies of this blueprint will inherit from these actions sync Actions Update Content F Enables content update Enable Notification F Enables notification Start Workflow Read only for ee aa es a read only access on Me copies 3 Click OK to close the dialog CQ 5 2 WCM Page 185 of 225 Copyright 1993 2009 Day Management AG D A y Multi Site Manager 13 4 2 2 Configuring Synchronization Actions on a Live Copy page To configure synchronization actions for a Live Copy page 1 Inthe Websites tab in the right panel right click the Live Copy page and select Properties Note You can also open the page and click Page Properties in the Sidekick 2 Inthe dialog select the Live Copy tab e Live Copy from displays the Blueprint path e Live Copy cancelled if checked the Live Copy page is not linked to the Blueprint anymore e Informative text e Displays as follows when the current page is the Live Copy root page The sync configuration is stored on the current page wh
207. s invoked when a form is successfully submitted Show Report Click this button to access the information about form results in the bulk editor From here you can export the information to an Excel tsv tab separated spreadsheet 4 2 4 4 2 End of Forms This marks the end of the form and creates a Submit button You can specify an additional Submit button identifier which you need if you have several Submit buttons on the form the title of the submit button and an optional Reset button including its title End of Form Edit Cut Copy Delete Insert E Form End Show Submit Button Fj submit Name submit submit Title submit Show Reset Button Reset Title Reset Description Show Submit Button Indicates whether a Submit button should be shown or not Submit Name An identifier if you are using multiple submit buttons in a form Submit Title The name that appears on the button such as Submit or Send Show Reset Button Select check box to make the Reset button visible CQ 5 2 WCM Page 65 of 225 Copyright 1993 2009 Day Management AG D A y Default Components Reset Title The name that appears on the Reset button Description Information that appears below the button The following example shows use of a Form End in Geometrixx Submit Reset 4 2 4 5 Forms Address Field This allows you to input an international address field with the following format Address First Name Last Name Pf Stre
208. sion of the protocol for example 1 0 for HTTP 1 0 14 7 4 5 Triggers These settings are used to define triggers for automated replication Ignore default If checked the agent is excluded from default replication this means it will not be used if a content author issues a replication action On Modification Here a replication by this agent will be automatically triggered when a page is modified This is mainly used for Dispatcher Flush agents but also for reverse replication On Offtime reached This will trigger automatic replication to activate or deactivate a page as appropriate when the ontimes or offtimes defined for a page occur This is primarily used for Dispatcher Flush agents 14 7 5 How to monitor your Replication Agents To monitor a replication agent 1 Access the Tools tab in CQ 2 Click Replication CQ 5 2 WCM Page 216 of 225 Copyright 1993 2009 Day Management AG D a y Tools 3 Double click the link to agents for the appropriate environment either the left or the right pane for example Agents on author The resulting window shows an overview of all your replication agents for the author environment including their target and status Agent that replicates to the default publish instance Agent is enabled Replicating to http Nocalhost 4503 bin receive Queue is idle Dispatcher Flush flush Agent that sends flush requests to the dispatcher Agent is disabled Replicating to ht
209. sions privileges assigned to a group is automatically applied to all users in that group A user does not have to belong to any group but often belongs to several Action Actions are performed on a resource For example a user can read edit or delete a page amongst other actions Permissions A permission allows a user to perform an action on a given resource within the repository Permissions are stored and can be seen at resource level within the repository CQ 5 2 WCM Page 106 of 225 Copyright 1993 2009 Day Management AG User Administration and Security Day Privileges Privileges allow access to functionality available within the application for example replication of a specific path or the ability to update the page hierarchy including creating new pages Resources Resources define the functionality to be accessed 7 2 Authorization for CQ WCM The Concepts This section deals with the various entities and related concepts in more detail to help you configure an easy to maintain user management concept 7 2 1 Users Users will log in to CQ with their account Each user account is unique and holds the basic account details together with the privileges assigned Users are often members of Groups which simplify the allocation of these permissions and or privileges 7 2 2 Groups Groups are collections of users and or other groups these are all called Members of a group Their primary purpose is to simplify the
210. splayed by dragging the column header to a new position Hide Users Hide Groups Edit Type Id Name Proper gA workflow users amp Sort Ascending a OA user administrators Sort Descending OA uploader Jaa Columns p a author 2 OA surfer surfer The tabs provide access to various configurations Table 7 5 Security Console Filter box A mechanism for filtering the users and or groups listed See the section called Filtering Users and Groups Hide Users A toggle switch which will hide all users listed leaving only groups See the section called Hiding Users and Groups Hide Groups A toggle switch which will hide all groups listed leaving only users See the section called Hiding Users and Groups Edit A menu allowing you to create and delete users or groups See the section called Creating Users and Groups and the section called Deleting Users and Groups Properties Lists information about the user or group that can include email information a description and name information Also allows you to change a user s password See the section called Creating Users and Groups the section called Modifying User and Group Properties and the section called Changing a User Password Groups Lists all groups that the selected user or group belongs to You can assign the selected user or groups to additional grou
211. t are allowed to impersonate the current user This means they can switch their account settings to those of the current user and act on behalf of this user CQ 5 2 WCM Page 119 of 225 Copyright 1993 2009 Day Management AG User Administration and Security Day Note Use this function with caution as it may allow users to perform actions that their own user cannot When impersonating a user users are notified that they are not logged in as themselves There are various scenarios when you may want to use this functionality including e If you are out of the office you can let another person impersonate you while you are away By using this feature you can make sure that somebody has your access rights and you do not need to modify a user profile or give out your password e You can use it for debugging purposes For example to see how the Web site looks for a user with restricted access rights Also if a user complains about technical problems you can impersonate that user to diagnose and fix the problem To impersonate an existing user 1 Inthe tree list select the name of the person who you want to assign other users to impersonate Double click to open 2 Click the Impersonate tab P Hide Users Hide Groups Edit amp Angelika Frank Type Id a Name Properties Groups Page Permissions Replication Privilege Privileges Impersonators Preferences a admin admin e Rem gA administrators administrators a afrank Ang
212. tarted from the Workflow menu item the drop down menu on a page item and from the sidekick when editing a page CQ 5 2 WCM Page 121 of 225 Copyright 1993 2009 Day Management AG Working with Workflows Day Open the Workflow console 2 E New v Copy Paste Delete Move Activate Deactivate Workflow GP Tools v PL Help 3 Sj Websites Title Name Published Modified In Workflow Is Locked Impressions Live Copy C User Generated Content 1 Toolbar toolbar 20 Mar 2009 0 0 B C Campaigns E Digital Assets 2 Services services 20 Mar 20090 0 B E Geometrixx Demo Site 3 omp 20 Mar 20090 0 3 English 4 20 Mar 20090 amp Yes 2 E S Toolbar BE Services 5 20 Mar 20090 B admin fa EE Company 6 B 0 Ww Customers 17 m m w E News amp Events E 2 Products E amp Support E S Fran ais E Deutsch E Espa ol SE Italiano oe Aa we Px S Geometrixx Asset Share q _ Workflows can also be started from here Refresh New User Logout Help Title wersion Description Comment moderation 1 0 Moderation of user comments DAM Asset Sync and Metadata Extractor 1 0 DAM Delete Asset 1 0 This workflow manages the deletion of assets DAM Delete Dam Asset under contentdam This workflow manages the deletion of assets DAM Sub Asset Processor JA This workflow manages post processing of extracted sub assets DAM Update Asset JA This workf
213. ted by customized workflow steps when an asset is uploaded These renditions might be of a different size with a different resolution with added watermark or some other characteristics e have metadata for example author expiry date DRM Information Digital Rights Management amongst others Various common metadata schemata are supported out of the box e Dublin Core including author description date subject amongst others e IPTC including event model location amongst others e WCM including page properties on and offtimes amongst others e be tagged see also Chapter 9 6 1 CQ DAM fully integrated in CQ WCM CQ DAM is now fully integrated with CQ WCM and functionality is available using the DAM tab QSC ogcbtgSg 2 2 a New Copy Delete Move Activate Deactivate Enter search query P Help SS Digital Assets Title Published Modified in Workflow Dimensions Size 3 geometric 1 day_gartner_newsite s 68 KB C documents icons 2 documents C management 3 header png 221 x 198 50 KB 4 icons 5 IMG_2578 gif 341 x 256 49 KB 6 IMG_2579 gif 341 x 256 59 KB 7 IMG_2581 gif 341 x 256 53 KB q 3 IMG_2583 gif 341 x 256 65 KB 9 IMG_2584 gif 341 x 256 53 KB 10 IMG_2586 gif 341 x 256 63 KB 11 IMG_2588 gif 341 x 256 71 KB 12 IMG_2592 gif 341 x 256 58 KB 13 IMG_2593 gif 341 x 256 56 KB 14 management 15 n ws_new png 128 x 128 17 KB 16 Yellowleg Sandpiper tiff 1600 x 1067 1 MB Assets managed within
214. tent centrally The structure and content can then be used on the Live Copy 13 4 1 Creating a Live Copy This section explains how to create a Live Copy which is a copy of another site called a Blueprint and is actively linked to the Blueprint With CQ5 it is possible to e Create a Live Copy based on a predefined Blueprint e Create a Live Copy based on an existing site or on any page and its sub pages Note A Live Copy can only be linked to one Blueprint A Blueprint can be linked to several Live Copies 13 4 1 1 Creating a Live Copy based on a Blueprint This section describes e how to create a Blueprint by defining an existing site as a Blueprint CQ 5 2 WCM Page 174 of 225 Copyright 1993 2009 Day Management AG D A y Multi Site Manager e how to create a Live Copy based on an existing Blueprint Note If the Blueprint already exists the first section can be skipped 13 4 1 1 1 Creating a Blueprint This section explains how to create a Blueprint by defining an existing site as Blueprint A single Blueprint can be used to create as many Live Copies as needed To create a Blueprint 1 Select the Tools tab 2 Inthe left pane under the Tools folder select the Blueprints folder In the right pane click New 3 Inthe dialog specify a title and a name Click Create to close the dialog Create Page x Pn Title My Blueprint Mame myblueprint Fa Blueprint Template 7 Greates a new aie Duepnin
215. the website e Provide structure and content that the sites can freely use thus avoiding duplicated work and improving the unified look and feel e Focus on the differences between the sites e Manage the content based on a fine level of granularity as the inheritance of the content and structure can be managed at a page and or paragraph level 13 1 Typical Use Cases for the Multi Site Manager This section describes several scenarios where using the MSM is easier than maintaining sites manually 13 1 1 Multinational Site ENT Corporation a large distributed enterprise has a large number of subsidiaries in various countries All of them share a similar look and feel These sites share various components with one another and most are centrally hosted Corporate Communications at ENT can use MSM features to propagate press release content to all the various press release pages of each of the countries websites This is done simply by making the press releases section of the source website mandatory Additionally the Knowledge Management department at ENT has gathered a large collection of FAQs that apply to most countries To allow the surfer to stay in his or her respective country s website yet have access to the FAQ appropriate to that country this content can be offered as optional on the MSM source site As a result the owner of a particular country s web site can subscribe to the content that is appropriate for that site The c
216. ther Allows you to include one of a selection of gadgets available Package General Allows you to define packages Definition Paragraph System parsys Is a compound component that No lets authors add components of different types to a page and contains all other paragraph componenis parbase N A Is a key component as it allows components to inherit attributes from other components similar to subclasses in object oriented languages Users do not need access to this component Profile Avatar Collaboration Allows input of an Avatar Photo Yes Photo Profile Detailed Collaboration Input of name details including Yes elements such as title middle name and suffix if required Profile Display Collaboration Name to be displayed Name Profile E mail Collaboration Input of an e mail address of an e mail address Profile Gender Collaboration Allows Allows input of the gender of the Romane Profile Primary Collaboration Allows input of a telephone Phonenumber number Profile Primary Collaboration Allows input of a URL URL Profile General Collaboration Profile properties Text property Product List General Grid oriented table that allows for input that can be imported and exported such as ina catalog CQ 5 2 WCM Page 35 of 225 Copyright 1993 2009 Day Management AG D A y Default Components Title Purpose Availability Equivalent in Sidekick in CQ4 by Default Referen
217. thin the Security Console 7 3 1 Accessing User Administration with the Security Console You access all users groups and associated permissions using the Security console All the procedures described in this section are performed in this window To access CQ WCM security do one of the following e From the welcome screen or various locations in CQ WCM click the security icon e Navigate directly to http localhost lt port gt libs security content admin html Be sure you log in to CQ WCM as an administrator The following window displays P Hide Users Hide Groups Edit 7 Help id Name Properties Groups Members Page Permissions Replication Privilege Privileges Impersonators Preferences admin admin administrators administrators anonymous anonymous author sample author contributor contributor everyone everyone privilege administrators privilege administrators surfer surfer tag administrators tag administrators uploader uploader user administrators user administrators workflow editors workflow editors BBRBBRBRBRRew Res 2 workflow users workflow users 2 Page ofi CQ 5 2 WCM Page 112 of 225 Copyright 1993 2009 Day Management AG D a y User Administration and Security The left tree lists all the users and groups currently in the system You can select the columns you want displayed sort the contents of the columns and even change the order in which the columns are di
218. tina interestis 85 Product Items tagged with etc tags marketing interest product gt lt Services Title Path Employment E Stock Photography cases content geometrixx zh customers cases geocube_offer content campaigns geometrixx geocube_offer geocube content geometrixx zh products geocube products content geometrixx zh products cycleburner content geometrixx zh products cycleburner support content geometrixx de support docs content geometrixx zh supportv docs support content geometrixx zh support O N DO ee WON contact content geometrixx zh company contact cycleburner content geometrixx de products cycleburner products content geometrixx de products online support content geometrixx zh supporv onlinesupport geocube content geometrixx de products geocube cases content geometrixx de customers cases cases content geometrixx i customers cases 9 4 3 Searching for Tags You can search for tags in both the author and publish environments 9 4 3 1 Searching for tags with the Search component The search component covers tags and can be used in both the author and publish environments CQ 5 2 WCM Page 143 of 225 Copyright 1993 2009 Day Management AG D A y Tag Administration demonstration Results 1 2 of 2 for demonstration 0 03 seconds Demonstration Page Demonstration foontent geometrixx en test_page demonstration_page himl Apr 6 2009 Similar Pages
219. tions Start Workflow Select a workflow to be started upon synchronization Read only for Select the groups that will have read only access to the copies Important See Chapter 1 for full details 4 Click OK to save the new properties 3 3 Using Edit Design and Preview Modes The row of icons at the bottom of the Sidekick are used to switch modes for working with the pages CQ 5 2 WCM Page 19 of 225 Copyright 1993 2009 Day Management AG Day Edit Switch to edit mode Design Switch to design mode Overview of the GUI Console Live Copy Status Display Live Copy Switch to preview me J Reload Reload the page Go to Site Admin The Sidekick minimizes in certain modes namely Design and Preview By clicking on the arrow you can maximize the Sidekick and return to Edit Mode 3 3 1 Edit Mode This is the default mode and allows you to edit the page adding or deleting components and making other changes 5 3 o a a a SERVICES Welcome to Geometrixx gt Test Page General K Test Page m First paragraph i Chart Download Flash me Image 5 List fra nabaeancan M Collaboration Columns Form Other ALAJ e x advanced search 2008 Copyright Day Software AG All rights reserved Read SUPPORT TEST PAGE Edit Inherited Paragraphs Ed
220. tle from the center pane Click on the field to enter edit mode Demo Workflow 1 0 Description of Demo Work Model Description Start Click to edit description of the model The start node of the workflow You can now design your workflow by dragging steps onto the Workflow Model then configuring the properties When finished Save your model then close the tab 8 4 2 1 Example To illustrate some of the possibilities for creating a workflow the following example emulates a variation of the Publish Example workflow 1 Edit Step 1 using i on the step itself a Enter Validate Content for the Title and Description b Setthe User Group to admin c Setthe Timeout to Off and Timeout Handler empty Click Splits to display the list of split types Drag an Or Split onto the workflow and position it between Validate Content and End An Or Split is added to your workflow Edit the left hand branch a Click the E icon on the actual branch CQ 5 2 WCM Page 129 of 225 Copyright 1993 2009 Day Management AG Day d e Working with Workflows Set Default Route to true Click the icon on New Step in the left hand branch This will be a Participant step Enter Cancel Publish forthe Title and Description Set the User Group to admin 5 Edit the right hand branch a Click the a icon on the actual branch Set Default Route to false Leave the Rule empty This is for demonstration
221. tp Nocalhost 8000 dispatcher invalidate cache Queue is not active e Agent is triggered when on offtime reached Reverse replication agent publish_reverse Agent that handles reverse replication from the default publish instance e Agent is enabled Replicating to http localhost 4503 bin receive e Queue is idle Agent is ignored on normal replication 4 Click the appropriate agent name which is a link to show detailed information on that agent Agent that replicates to the default publish instance Agent is enabled Replicating to http Nocalhost 4503 bin receive e Queue is idle View log Test Connection Settings Edit Refresh Clear Force Retry Time Type User Fath CQ 5 2 WCM Page 217 of 225 Copyright 1993 2009 Day Management AG D a y Tools Here you can e See whether the agent is enabled e See the target of any replications e See whether the replication queue is currently active and if so any items in the queue e View Log to access the log of any actions by the replication agent e Test Connection to the target instance e Refresh or Clear the display of queue entries e Force Retry on any queue items if required 14 7 6 How to activate a complete section tree of your website From wcm siteadmin you can activate the individual pages When you have entered or updated a considerable number of content pages all of which are resident under the same root page it can be easier to
222. ts You can customize the text users see By default the word Delete displays gt Text Delete Text The text displayed for the Delete action The following example shows the Delete Action component in Geometrixx Welcome to Geometrixy gt Support Support 4 3 2 Download Action The Download Action lets users download selected assets You can customize the text users see By default the word Download displays CQ 5 2 WCM Page 80 of 225 Copyright 1993 2009 Day Management AG D Qa y Default Components Download Text The text displayed for the Download action The following example shows the Download Action component in Geometrixx Download q 4 3 3 Edit Metadata Action The Edit Metadata Action lets users edit tags and metadata for selected assets You can customize the text users see By default the word Edit Metadata displays CQ 5 2 WCM Page 81 of 225 Copyright 1993 2009 Day Management AG D A y Default Components Text Edit Metadatal Text The text displayed for the Edit Metadata action The following example shows the Edit Metadata Action component in Geometrixx Edit Metadata aj 4 3 4 Header The Header displays a graphical header banner at the top of the page together with overlaying text Usually a header is used on a home page CQ 5 2 WCM Page 82 of 225 Copyright 1993 2009 Day Management AG D A y Default Components Headlines trust our experience to manage your busi
223. ts are deleted on the Blueprint and the deletion of the selected components is propagated to the Live Copies Click Next to reach the next step Rollout content qeometrix en customers Pa Rollout Scope Rollout entire page Rollout page and all sub pages Rollout selected components O Delete rollout selected components 4 Inthe next dialog select the Live Copy ies to be updated and click Rollout CQ 5 2 WCM Page 188 of 225 Copyright 1993 2009 Day Management AG D a y Multi Site Manager Rollout content qeometric en customers Current page will be rolled out to the following target pages Check targets which should be updated and press the rollout button Target Page Action icontentitestt Full update Note In a Live Copy page the Rollout Page button is deactivated Note Media assets originating from CQ DAM Digital Asset Management are referenced in Blueprints and Live Copies When an asset is modified in the DAM the modified asset is rendered in the Blueprint and the Live Copy A rollout is not needed to propagate the change This asset has its own life cycle and is independent from the Blueprint and the Live Copy 13 4 4 Live Copy status at Page and at Paragraph level Live Copy status are displayed as follows e the Websites tab displays colored indicators for the Live Copy pages e the Live Copy page displays visual indicators for all its paragraphs 13 4 4 1 Live Copy Page
224. ts to be executed This is used when you want automated processing to occur for example to trigger an external application Properties EE Name Value Description Description of step 1 Handler Advance true implementation Process Arguments Timeout Off Timeout Handler Title Step 1 Type Process The following properties are available Description A description of the step Handler Advance If true a handler will automatically advance the workflow to the next step after execution If false the implementation script must handle this Implementation You can select the script to be executed from a drop down list Process Arguments You can define arguments to be passed to the process Timeout The period after which the step will be timed out You can select between Off Immediate 1h 6h 12h 24h Timeout Handler The handler which will control the workflow when the step times out for example com day cq workflow timeout autoadvance AutoAdvancer Title You can enter your own title for the step Type Defines the step type You can change this if required though only parameters which exist for the new type will retain the values you have already defined 8 3 3 Container Step A container step enables you to connect workflows by referencing a child workflow This can allow you to reuse a workflow or sub workflow for example a translation process which is used in multiple editing workflows CQ 5 2 WCM Page
225. uildings 1 Arts And Entertainment 0 Business 1 Celebrations amp Holidays 0 Concepts And Ideas 0 Food And Drink 7 Health And Beauty 0 Industry 0 Isolated Objects 0 Lifestyle 0 Locations And Travel 0 Nature 7 Objects Equipment 0 news_new png 4 Science And Medicine 0 Sports And Leisure 0 Technology 2 Illustrations Vectors 12 Fixed node type dam Asset IMG_2581 9if Actions Edit Metadata Delete icecube png office building wrench png 2009 Copyright Day Software AG All rights reserved Paes mmm TRA GCOS at TRA ICO At ea CQ 5 2 WCM Page 105 of 225 Copyright 1993 2009 Day Management AG Day 7 User Administration and Security This chapter describes how to configure and maintain user authorization and also describes the theory behind how authentication and authorization work in CQ WCM 7 1 A quick overview of Authentication and Authorization 7 1 1 Authentication Authentication is the process of identifying and verifying a user The process of authentication and login can be broken down as follows 1 Authentication information is extracted from the request In CQ this is done by an authentication handler 2 The authentication information is then checked to determine whether it is sufficient and or correct In CQ this is performed by the login modules 3 The appropriate response is initiated For CQ initial authentication uses a standard HT
226. uilt up from several different components Form The form component defines the beginning and end of a new form on a page Other components can then be placed in between these elements such as tables downloads and so on See Form Form fields and elements Form fields and elements can include text boxes radio buttons images and so on The user often completes an action in a form field such as typing text See individual form elements for more information Profile components relate to visitor profiles used for social collaboration and other areas where visitor personalization is required The following example shows an example form in Geometrixx It is comprised of the Form component start and end with two Form Text Fields and also one general Text field used for the lead in text CQ 5 2 WCM Page 58 of 225 Copyright 1993 2009 Day Management AG D A y Default Components Start of Form Edit Cut Copy Paste Delete Insert We want your feedback Name Please leave a message End of Form Edit Cut Copy 4 2 4 1 Common Form Fields Although each of the form elements have different purposes many are composed of one or more of the following options Title and Text Includes basic information such as the title of the form and any accompanying text Initial Values Includes a default value if specified and the load path Constraints Indicates whether a field is required and what constraints are on that
227. umentation Form Submissions G4 Importers _ Bulk Editor Offline Importer Feed Importer Upgrade from COSCO External Linkchecker 7 Newsletter H Packages H Replication EC Security Tags vorkflowy 2 Double click the Bulk Editor to open it BulkEditor Search Filters 5 Root Path content geometrixx en v Properties V sling resourceType E cq lastModified E text Columns Select root path for edition V jcr title C subtitle Query Parameters type Page Select a list of properties to edit Table 14 2 Bulk Editor Properties Root Path Indicates the root path the bulk editor searches For example content geometrixx en The bulk editor searches over all child nodes Query Parameters Using GQL parameters enter the search string you want the bulk editor to look for in the repository for example t ype Page looks for all pages in the root path text professional looks for all pages that have the word professional in them and jcr title English looks for all pages that have English as the title You can only search for strings Content Mode check box CQ 5 2 WCM Page 199 of 225 Copyright 1993 2009 Day Management AG D a y Tools Ftd Property Select this check box to read properties within the jcr content sub node of the search results if exists Use for pages only Property names are prefixed with jcr content Properties Columns Select the check boxes for the pro
228. vices services Company company Customers customers Mews amp Events news Products products Support support select the main chapters of the blueprint that you wank to copy to the new site 1 Select Blueprint gt gt 2 Languages gt gt 3 Chapters gt gt 4 Owner gt gt 5 Live Copy gt gt 6 Finish 6 Select the Site Owner account to be responsible for this site e g admin Click Next Note The Site Owner entry is saved but currently not used within CQ5 CQ 5 2 WCM Page 178 of 225 Copyright 1993 2009 Day Management AG Day T create Site X Multi Site Manager Site Owner adminl l II F 1 r Fhi i 1 Select Blueprint gt gt 2 Languages gt gt 3 Chapters gt gt 4 Owner gt gt 5 Live Copy gt gt 6 Finish Specify following parameters Sync Trigger defines when the modifications on the Blueprint are propagated to the Live Copy Choose one of the following values e Never the modifications will never be propagated The Live Copy is then a plain copy of the Blueprint at the time of creation e On Rollout the modifications are propagated when rollout is activated For more information on rollout refer to the section called Rolling out Changes on the Blueprint to the Live Copy e On Modification the modifications are propagated for each modification to the Blueprint Note Be careful when choosing this option as it might cause a lot of network tr
229. vide high quality web content CQ WCM provides an intuitive GUI for entering and managing your web content Workflows can be defined to apply your business processes to this content High performance search mechanisms together with an integrated tagging facility help you to find your content easily Consoles are provided for the task of administrating CQ WCM Again intuitive design and a clear interface simplify these tasks giving you full and in nearly all cases instantaneous control 1 2 Purpose of this Document To explain how to use CQ WCM including e authoring content with the GUI e an overview of all components and templates included within the standard installation of CQ WCM e setting up and using Workflows e CQ WCM administration e managing your Digital Assets from within CQ WCM e using Tags within CQ WCM 1 3 Target Audience e Basic Users who will be authoring content particularly Overview of the GUI Console and Default Components e Power Users who will be performing administration tasks in addition to authoring content CQ 5 2 WCM Page 1 of 225 Copyright 1993 2009 Day Management AG Day 2 Connecting to CQ WCM Once CQ WCM has been started you connect using your web browser To start CQ WCM see the section called Starting CQ WCM 1 To connect to CQ WCM you can either a Navigate to your CQ WCM instance using the URL supplied to you for example http localhost 4502 b If you hav
230. w Engine can be used in tight conjunction with several of the other applications For example within CQ5 Web Content Management CQ WCM is key This enables you to generate and publish pages to your website This functionality is often subject to organizational processes including steps such as approval and sign off by various participants These processes can be represented as workflows which in turn can be defined within CQ then applied to the appropriate content pages This section covers using Workflows to e create and edit a new workflow e start an instance of the workflow by applying it to a page of content e complete a step requiring user action e take additional actions on a workflow for example suspend resume terminate e monitor workflow instances investigate the history of archived workflows which have finished or been terminated automatically launch workflows when nodes within the repository are modifed for example to load digital assets 8 1 Authorization needed for working with Workflows Actions on workflows can only be undertaken if e you are working with the admin account e the account has been assigned to the default group workflow users which holds all the privileges necessary for your users to perform workflow actions 8 2 The Workflow Console The Workflow console is the centralized location for workflow management in CQ It can be accessed via the main tab icon Note Workflows can also be s
231. want to cancel the inheritance t J rr 4 After the page has been refreshed the open lock icon will be displayed 13 4 4 2 3 Reverting the inheritance of a paragraph To revert the inheritance of a paragraph 1 Follow the steps according to the procedure in the section called Viewing the paragraph status of a Live Copy page 2 On the page displaying the status of the appropriate paragraph click the open lock icon of that paragraph 3 In the dialog click Yes to revert the inheritance Revert inheritance x P Do you really want to revert the inheritance i J 4 After the page has been refreshed the closed lock icon will be displayed CQ 5 2 WCM Page 193 of 225 Copyright 1993 2009 Day Management AG D a y Multi Site Manager 13 4 5 Managing Blueprints and Live Copies This section describes e how to display the list of existing Blueprints e how to manage a Blueprint and its Live Copies 13 4 5 1 Displaying the list of Blueprints To display the list of existing Blueprints 1 Select the Tools tab 2 Inthe left pane double click the Blueprints folder 3 A list of all Blueprints is displayed with the following parameters e Thumbnail e Title e Description e Site Path e View Edit click the link to edit the Blueprint e Rollout click the link to roll out the changes to the Live Copies Day Blueprints Title Descriptio
232. x was founded 2014 libero sem imperdiet et fermentum tincidunt blandit in libero Aenean nec nulla non tortor eleifend pellentesque Pellentesque dui Duis at eros quis urna pellentesque dapibus In neque velit lobortis non lanraect ot mrohirm nnn lhara Diamar iit lan mar Our Management Team E Dedicated professionals lobortis non laoreet et pretium non libero Donec ut leo nec metus rutrum erelericnaie Prain nneiere Nine imnerciet leche 3 4 6 Using the Full Repository View This tab shows all the resources in the repository Page 25 of 225 CQ 5 2 WCM Copyright 1993 2009 Day Management AG Overview of the GUI Console gt nl i E i aM Search 3 4 7 Using Search Enter your required search pattern a term or sub string in the search box and either hit Return or click p Any tags and any resources that match the search pattern are listed e SSSC d geometrixx Geometrixx geocube_ofter Geocube Offer g4_report Q4 Report DW geometrixx i management i documents i icons geometrixx Geometrixx Demo Site en English toolbar Toolbar CQ 5 2 WCM Page 26 of 225 Copyright 1993 2009 Day Management AG D A y Overview of the GUI Console 3 5 How To Publish Pages This section describes how to publish pages in CQ WCM To publish a page you activate its contents Conversely to remove a page from publication you deactivate its contents When you are working on pag
233. y with regard to displaying advertisements 10 3 Strengths of Personalization e A user can experience a comfortable focused website e Personalization can be used to automatically propagate access to the latest version of content e Social collaboration features are available for users to communicate with each other as they can be identified by their profiles e A user can be provided with the content they need to fulfill a particular task Within a company s intranet this can provide an invaluable tool for disseminating information e A user can be provided with the content they need want thus reducing the time they need to perform search operations e The content provider can steer the content to be seen by specific categories of users e Rules can be defined to deliver content based on combinations of both user characteristics and behavior This provides a sophisticated mechanism for personalizing their web experience 10 4 Points to consider Performance Naturally the extra analysis and evaluation has an impact on performance However the methods used are highly sophisticated and can be optimized to minimize the impact Authorization Personalization requires a login mechanism as the website must be able to identify the user Caching Caching is an aspect which the user will see in terms of performance and accuracy how quickly does the website deliver personalized content and is it always current Caching is a key consider

CQ5 WCM User Guide - Adobe Experience Manager 6.1

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