Cas scade Se erver Tab

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Cas
scade Se
erver
TableofConttents
Cascaade Server ........................................................................................................................ 1 Gettin
ng Started ........................................................................................................................ 1 Acccess the Casscade Serverr.................................................................................................. 1 Sitte Navigation
n.................................................................................................................... 1 Th
he Dashboard
d .................................................................................................................... 2 Opening a Page
P
............................................................................................................... 2 Creatting a New Folder
F
............................................................................................................ 3 Creatting a Page ....................................................................................................................... 4 Ed
diting Metadaata and Mov
ving/Renamiing Objects ............................................................. 5 Metadata
M
Taab .................................................................................................................. 6 Uploading a File...................................................................................................................... 7 Uploading
U
an
a Image ........................................................................................................ 7 Editin
ng a Page ......................................................................................................................... 8 Using
U
the Word
W
Processsor .............................................................................................. 8 Inserting an Image........................................................................................................... 9 Inserting a Hyperlink
H
...................................................................................................... 9 Changing Metadata
M
....................................................................................................... 11 Saving Conttent .............................................................................................................. 11 Addin
ng a New Liink to the Leeft Navigatio
on ......................................................................... 12 Arran
nge Left Nav
vigation Men
nu Items ................................................................................... 12 Publiishing Your Content ...................................................................................................... 13 Gettting Sta
arted
Acc
cess the Cascade
C
Server
The Cascade
C
Serv
ver may be access
a
by dirrecting yourr browser to cms.cornellccollege.edu.
Site
e Navigatiion
Logg
ging into the cms opens your
y
default site. This ccan be changged accordinng to your
user preferences.
p
To navigatte between different
d
sitess, use the droopdown list in the upperr
left hand
h
corner. Each site will
w display a different seet of folders iin the left-haand pane.
1
The
e Dashboa
ard
Our first
f
step is to
o introduce the
t interfacee for Cascadee Server. Thhe image beloow shows thhe
interfface that you
u see first up
pon logging into
i
the systeem. You cann get back heere at any
time simply by cllicking Hom
me in the upp
per left corneer.
The main
m editing
g window on the right dissplays your ppersonal dasshboard – anny workflow
ws
or meessages waitting, common tasks availlable, lockedd assets, andd a list of reccently visitedd
assetss.
If thee asset tree iss not already
y revealed on
n the left, tryy clicking thee small arrow
w tab in the
far up
pper left corn
ner.
The asset
a
tree is where
w
your site
s is manag
ged. In fact, each folder represents a different sitte
that can
c be manag
ged indepen
ndently of thee others withh different leevels of userr access all
from within one interface.
i
Yo
ou can collap
pse the assett tree by cliccking on the grey tab
betweeen the two sections.
Ope
ening a Pa
age
In ord
der to browsse the site, siimply click on
o the test foolder on the left side to eexpand the
folder tree. Once the folder ex
xpands, the sub-folders and page asssets are dispplayed in the
same directory sttructure that exists when
n published.
2
Cre
eating a New Fo
older
You can
c create a new folder to
t organize your
y
pages aand files morre easily. It is a good
idea to
t make suree that all of your
y
differen
nt types of fiiles are categgorized into folders to
makee updating th
hem faster an
nd easier.
1. Select thee test folder inside
i
of ww
ww.cornellcoollege.edu.
t New buttton on the to
op navigationn menu to diisplay the diifferent types
2. Click on the
of assets you
y are allow
wed to createe. For our foolder choosee New ->Othher Assets->
Folder
3. In the form
m, fill in thee Display Naame, and Sysstem Name ((use your Coornell
username for both fields) for the new
n folder. C
Check the Publish and Inndex boxes.
Click Sub
bmit. Ignoree all errors asssociated wiith incorrect spelling.
4. Now creaate an imagess folder insid
de of your foolder.
5. To hide th
his folder fro
om the left-h
hand navigattion on the ppublished sitee, select the
folder, cliick edit, and open the Metadata tab. Check the bbox after “H
Hide from
parent nav
vigation”.
t left naviggation menuu and in the bbreadcrumbss.
Displlay Name iss the name off the file in the
The name
n
should
d be short (un
nder 25 charracters) but ddescriptive. Longer nam
mes will causse
an un
ndesirable look to the nav
vigation bar.
Systeem Name is the physicall name of thee folder.
3
Cre
eating a Page
In ad
ddition to ediiting an existting page, yo
ou also havee the ability tto create new
w pages, andd
uploaad documentts and imagees on your ow
wn. Let’s goo through thee process of creating new
w
conteent.
1. Select you
ur folder thaat will contaiin the new paage and clickk on the New
w button on
the top naavigation meenu to displaay the differeent types of aassets you arre allowed too
create.
2. Click on the
t type of page
p
you wou
uld like to crreate. For ouur page, chooose New->
Standard Page.
3. You’ll no
otice that thiss type of pag
ge has a seriees of fields aand a large w
word
processorr. Some types of content are more strructured wheereas others are less
structured
d. For Displaay Name, typ
pe in “My Fiirst Press Reelease.”
4. For Title, type in “My
y First Press Release in C
CMS.”
4
5. Now, scro
oll down to the
t bottom and
a click the Submit buttton at the boottom to
record your changes.
6. You shou
uld now see the
t new pagee in your weeb browser.
Notice
N
that th
he content fro
om the word
d processor aappears in thhe main regioon in a
speciific layout in
ndependent of
o the conten
nt you entereed. Creating a new web ppage in the
CMS
S saves you time
t
as the content is auttomatically fformatted foor you and reelated
hyperrlinks to the page are creeated as welll.
Displlay Name iss the name off the page in
n the left-hannd navigationn
Title is the page title
t
and is used
u
for the default
d
systeem name.
“
Op
ptions” sectiion adds som
me more op
ptional featu
ures:
The “Layout
Banner: Allows
A
you to add a ban
nner image too the top of tthe page.
Sidebar: Allows you to add a sid
debar on the rright side off the page. Sidebars can
co
ontain text, im
mages, and other
o
advancced options.
Neither creates
c
a norm
mal page.
Editting Meta
adata and
d Moving//Renamin
ng Objectts
1. Click on the
t Move/Reename link in the dark b lue bar to oppen the Movve/Rename
tab.
he system naame to index
x.
2. Change th




N
is the name
n
of the file name foor the page. T
This name shhould be
System Name
short and concise. Use a – instead
d of a space ffor the systeem name. If tthis is a
home (ind
dex) page, th
hen the namee should be ""index."
The Parent Folder iss the folder th
hat the pagee/folder residdes in. If youu want to
move thiss page to a diifferent folder, click on tthe folder iccon and selecct a new
folder in the
t pop-up window
w
that will appear..
If you cheeck Publish the page you
u create willl be publisheed live whenn your page
or folder is
i published. Non-publisshed pages aare not accesssible to peopple visiting
the site.
The rest of
o the data on
n the System
m Tab shouldd not be editted.
5
Metadata Tab
Metadata is additional data that describes the information on the page. It is generally used
for search engines.
 Summary is a longer summary of the document. Sort of a who, what, when,
where field.
6
Uplloading a File
You can
c link to files
f
outside of the CMS or upload a file directlyy into the CM
MS.
Uploading files iss the preferred method because
b
it keeeps all your items in onee spot, allow
ws
you to move/renaame the file without
w
breaaking links, aand will pubblish the file if the web
site iss moved elseewhere.
1. Select thee folder that you
y want to house the fiile or files.
2. Choose New->Other
N
Assets -> Fiile
3.
4.
5.
6.
Enter the display nam
me and text.
he file on youur computerr.
Click the browse buttton to find th
m
Fill out reelevant systeem data and metadata.
For our pu
urposes we will
w upload a file to yourr images foldder.
Uplo
oading an Image
If an image is uplloaded to thee CMS a few
w more optioons are availlable and thee image can
be ed
dited directly
y in the CMS
S. Using the same steps ffrom Uploadding a File an image cann
be up
ploaded. Und
der Edit Image there are several butttons from lefft to right. U
Undo, Redo,
Width
h (in pixels), Height (in pixels), Ressize, Rotate C
Clockwise, R
Rotate Counnter
Clock
kwise, Flip Horizontally
H
y, Flip Verticcally, and Crrop


To resize an image yo
ou may set th
he width/heiight in pixelss and then cllick the
n between w
width and height will alloow the imagge
check mark. Clicking the link icon
to be strettched non-prroportionally
y.
To crop an
a image high
hlight the paart of the piccture you waant to keep annd click the
crop butto
on.
7
Editing a Page
P
Editin
ng a page in the CMS is very similarr to editing a Microsoft W
Word® docuument on
your hard drive.
1. Start by lo
ocating the page
p
in the asset
a
tree andd clicking onn the page yoou would likke
to edit. In
n this case, we
w are editing
g the page /ttest/yournam
me/index.
2. Once the page has loaaded, click on
o the Edit taab located abbove the pagge next to thee
active Vieew tab.
3.
3 From heree you are able to edit all the content of the desiggnated regionn. Make the
desired ch
hanges to thee document just
j as you w
would using a standard w
word
processorr. Please keep
p the editor open as we ccontinue witth the gettingg started
guide.
Usin
ng the Wo
ord Proces
ssor
The word
w
processsor, also callled the WYS
SIWYG (whhat you see iss what you gget) editor,
integrrated in the CMS
C
system
m has the sam
me functionaality and feattures you aree most likelyy
accusstomed to ussing in a stan
ndard editor.
8
Inse
erting an Image
1. Now we want
w to inserrt an image. Place your m
mouse cursoor in the areaa desired for
the imagee and click on
n the insert image
i
icon
on the tooolbar.
2. The insertt image wind
dow offers tw
wo options – one for intternal images and one foor
external. We
W are goin
ng to insert an
n image thatt is already iin the system
m, so we’ll
stay on th
he default Intternal tab.
mage, you will
w see two icons – a redd cancel/deleete icon, and an image
3. Next to Im
icon. Clicck on the imaage to open a new windoow that will allow you too select an
image to insert.
i
4. In the new
w image chooser window
w, click on thhe select intrranet on the left asset treee
follow by
y the folder files
f
and then
n the folder iimages and ffinally the im
mage file you
uploaded previously.
i
selectted, click Co
onfirm to cloose the windoow.
5. With the image
6. The image path will appear
a
in thee insert imagge window. IIn the Alternnate Text
r
on of the imaage “Compaany Logo.”
field, typee in the text representatio
k Insert for the
t image to be placed inn the word pprocessor.
7. Now click
Inse
erting a Hy
yperlink
1. With our image insertted we now want
w to put in a hyperlinnk.
2. Highlightt the word orr words you wish to turnn into a hypeerlink.
9
3. Click the insert web link icon on the
t toolbar. The insert liink window will now
d you will ag
gain see two options – onne for internaal links, andd one for
open, and
external. We’re
W
insertting a link to
o another pagge of our sitee, so we’ll sttay on the
default In
nternal tab.
a. Crreating a link
k to an exterrnal page is a matter of sselecting Extternal and
paasting the lin
nk into the Liink text box Link.
L
you willl see two ico
ons – a red caancel/delete icon, and a page icon.
4. Next to Link
Click on the
t page icon
n to open a new
n window
w that will allow you to sselect the
page you wish to link
k to.
n the asset treee followed by the page index (nearr the bottom
5. Select Baase Folder on
of the asset tree). Witth the page selected, clic k Confirm too close the w
window.
dow, click thhe Insert buttton. The winndow will
6. Now, back on the inseert link wind
close, and
d the hyperlin
nk will be pllaced aroundd the selecteed word proccessor text.
110
Changing Metadata
1. With our image and hyperlink
h
insserted, we noow need to uupdate the m
metadata abouut
n that describbes the assett, and includees a
the page. Metadata is information
summary,, title, keywo
ords, author,, and other ittems which are used for a variety off
tasks in a CMS. Metaadata is particularly impoortant in creaating dynam
mic navigatioon
menus succh as site maaps and conttext navigatiion. To edit tthe page mettadata, pleasse
click on th
he Metadataa pane directlly above thee word proceessor toolbarr.
n
to ch
hange in the Metadata tab
ab right now,, so click bacck on the
2. There is nothing
Content pane
p
again to
o continue ed
diting the paage in the woord processoor.
Saviing Conte
ent
With our example changes co
omplete, it iss now time tto save our ccontent. To ssave your
ges click thee Submit buttton below th
he word proccessor.
chang
Cong
gratulations! You’ve justt edited yourr first web paage in the CM
MS. You should see the
chang
ges you mad
de reflected throughout
t
th
he page inclluding the m
main content rregion (wordd
proceessor), left co
ontext navig
gation menu (metadata), and page heeading (metaadata).
Updaating informaation and meetadata in CM
MS providess for a consistent look-annd-feel
throu
ughout your website
w
mak
king it easy to
t navigate ffor visitors.
111
Add
ding a New
N
Link
k to the Left Nav
vigation
n
The left
l navigatio
on menu is th
he main nav
vigation for ggetting between pages onn Cornell’s
web site.
s
You caan add intern
nal or externaal pages to thhe navigatioon.
1. Select thee folder/pagee to which yo
ou would likke to add thee link.
> Other Asseets-> Externaal Link.
2. From the top menu, seelect New->
3. Enter the Display Nam
me and link.
4. Go to the system tab and
a enter thee system nam
me.
 The display
d
name is the text th
hat appears oon the left hhand navigatiion. This
text sh
hould be lim
mited to 25 ch
haracters if ppossible to kkeep the propper look of
the meenu.
 The liink is the urll that you waant to go to.
 Extern
nal links willl display a globe
g
signal
Arrange Le
eft Navig
gation Menu
M
Item
ms
You can
c change the
t order of the left hand
d navigation menu from the default.
1. Click the folder that houses
h
the paages you wissh to re-arran
ange.
p/down arro
ows on the right to move page up andd down. Theere are
2. Use the up
buttons fo
or moving th
he page up/do
own one spoot and movinng them to thhe
top/bottom
m.
 In som
me instancess when a pag
ge does not s eem to wantt to move upp/down one
spot trry moving itt to the top/b
bottom and thhen moving it by one sppot.
112
Pub
blishing Your Co
ontent
Yourr information
n is not availlable until yo
ou publish itt. If you are publishing a new page
you may
m need to publish otheer pages as well.
w
1. Click the page or fold
der you wish
h to publish.
2. Click the publish tab at the top.
3. Slick Sub
bmit
 Note that
t you can
n unpublish a page as we ll as publishh it.
 If you
u are publish
hing a new paage, image, oor unpublishhing a page yyou may
need to
t publish multiple
m
pages to update nnavigation an
and files.
113
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