Pages and Creating New Content OU Campus v10

OmniUpdate, Inc. 1320 Flynn Road, Suite 100 Camarillo, CA 93012

OmniUpdate, Inc. 1320 Flynn Road, Suite 100 Camarillo, CA 93012 800.362.2605 805.484.9428 (fax) www.omniupdate.com Copyright ® 2014 OmniUpdate, Inc. All rights reserved. Document Number: b-003 Publish Date: 8/26/2015 ® OmniUpdate and OU Campus™ are trademarks or registered trademarks of OmniUpdate, Inc. Any other company and product names, and trademarks mentioned within are property of their respective owners. Content is subject to change without notice.

About OmniUpdate, Inc. ® OmniUpdate is the leading web content management system (CMS) provider for higher education. The company focuses on providing an exceptional product and customer experience to its OU Campus™ CMS users who manage more than 700 web and mobile sites in the U.S. and around the world. OU Campus is secure and scalable, server and platform independent, and seamlessly integrates with other enterprise campus systems. It provides college and university web developers, administrators, and marketers with the userfriendly tools and deployment flexibility they need to achieve excellence. For more information, visit .

About This Guide This booklet includes the overview of the Pages list view, page actions, and creating new content for an enduser audience.

OU Campus Support The Support site is available to everyone and users are encouraged to visit and browse the site for information. An institution's administrators are also available if the answer cannot be found on the Support site or further explanation and clarification is needed. Administrators may contact the OmniUpdate Support Team. Ways to access the OU Campus support documentation include: • Support site: http://support.omniupdate.com/ • The help link in the main interface of OU Campus • The WYSIWYG Help link • Help links embedded in the system • Text instructions are provide onscreen for specific fields and functionality • OmniUpdate Community Network (OCN): http://ocn.omniupdate.com/

Conventions Shorthand for navigation through the OU Campus CMS is indicated with a greater-than sign and bolded: > For example, Setup > Sites. Code snippets use Courier New and a shaded background.

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Contents Pages....................................................................4 Overview.............................................................4 Pages List View..................................................4 Page Actions Toolbar......................................... 4 Pages List View...................................................6 Overview.............................................................6 Breadcrumb......................................................6 New.................................................................. 6 Upload..............................................................7 Filter/Quick Search/Advanced Search............. 7 Content List......................................................7 File and Directory Options..................................8 Edit Menu.........................................................8 Review Menu................................................... 8 Publish Menu................................................... 8 File Menu......................................................... 9 Options on Staging Server................................. 9 Staging Server Directory Actions.....................9 Staging Server Checked-In Page Actions........9 Staging Server Locked Page Actions.............. 9 Staging Server Checked-Out Page Actions........................................................... 10 Staging Server Checked-In Binary Files Actions........................................................... 10 Staging Server Checked-Out Binary Files Actions........................................................... 10 Options on Production Server.......................... 11 Production Server Directory Actions.............. 11 Production Server Page Actions....................11 Production Server Binary Files Actions..........11 Page Actions Toolbar....................................... 12 Overview...........................................................12 Page Actions Toolbar (Preview View and Checked Out).................................................12 Page Actions Toolbar (Preview View and Checked In)................................................... 13 Page Actions Toolbar (Preview Mode with Scheduled Publish)........................................ 13 File Actions Toolbar for an Image (Edit Mode and Checked In)............................................ 13 Editable Regions............................................... 14 Overview...........................................................14

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Old WYSIWYG Editor.................................... 15 JustEdit WYSIWYG Editor.............................16 Access to Editable Regions............................. 16 New Content...................................................... 17 Overview...........................................................17 New Folder vs. New Section......................... 17 Creating New Content...................................... 18 Example of New Content Drop-Down Menu.............................................................. 18 Example of New Content Modal.................... 19 Creating a New Page........................................ 21 Overview...........................................................21 New Page Creation Options.............................21 New Page Modal..............................................22 Creating a New Page.......................................23 Video.................................................................23 Creating a New Section....................................24 Overview...........................................................24 Creating a New Section................................... 25 Video.................................................................26 Creating a New Folder......................................27 Overview...........................................................27 Creating a New Folder..................................... 27 Other Templates................................................28 Overview...........................................................28 URL Shortener & Redirect Page...................... 28 News Article Page............................................30 RSS Archive..................................................... 32 Faculty Profile...................................................33

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Pages Overview Editing pages in OU Campus can be as simple as logging into a page directly, editing text, and clicking the Publish button. This is accomplished by locating the DirectEdit button or link on a published HTML page, clicking it, and entering the user name and password. Users can also access the system via a login page for a site, which can be provided to users by the site administrator. After logging in, whether via the Login page or by DirectEdit, users may be able to navigate through the folder structure to locate and check out the content to be edited. The WYSIWYG Editor provides a toolbar that can be customized by an administrator. Editing a page also allows users to utilize various other types of content such as snippets and assets. Many basic page editing tasks including inserting images or video can be accomplished within the WYSIWYG Editor. After saving a page, or in Preview mode, a user will also see the various available page actions. This includes the option to publish or to submit for approval. Depending upon the access permissions configured for the page (as well as for other content types) and the user, either option or both might be available. If an approval process is in place, in lieu of publishing, a user will need to submit the content for approval. Some of the functionality available from Preview or Edit can also be accessed via the Pages list view (by clicking Content or Content > Pages). Some functionality may only be accessed when a page or file is checked out; for other functionality it is not necessary to check out a page. Some functionality is also available even when another has a page locked by the current user or another user.

Pages List View

The Pages list view provides a directory listing of files and subdirectories as well as access to the editing functionality, and other content management actions and file operations. The Pages list view also includes page status indicators that show if a page is checked out, or if other page actions have been scheduled. For more information, visit the Pages List View page.

Page Actions Toolbar

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When in Edit or Preview mode, several utilities are available at the top of the screen in the form of the Page Actions toolbar. The available options in the Page Actions toolbar will vary depending on the permissions of the current user and whether the page is checked out to the current user or not. For more information, visit the Page Actions Toolbar page.

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Pages

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Pages List View Overview The Pages list view provides access to functionality relating to creating new content, uploading, and editing new content. It provides a view of the pages, files, and directories that make up the site, and the additional functionality that is available for each file and directory. This area can be navigated to from the Content button in the global navigation bar or Content > Pages. Hover over the row corresponding to the content for more options. Both PCF pages, as well as other editable file types such as TXT, HTML, and INC files can be edited. With Binary Management enabled, images can also be stored, accessed, and edited on the staging server.

The Pages view includes the following features and functionality:

Breadcrumb

Enables a user to click a link to navigate to the parent directory or any direct ancestor directory. It includes the clickable Home icon to quickly navigate to the site root. Clicking a linked parent or ancestor directory displays the files and subdirectories in that directory, while clicking the current directory link will bring up the Access Settings modal (for users with the proper authority level).

New

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The New button provides access to templates for creating new content. The templates that are available for creating new content are dependent upon the site configuration and access settings, as not all content templates may be available for all content areas. For more information, visit the New Content page.

Upload

The Upload feature of OU Campus provides the ability to upload files to both the staging and production servers, as well as any configured publish targets. The ability to upload a file is available in the Pages list view, as well as in conjunction with other features such as the Insert/Edit Image tool in the WYSIWYG Editor. For more information, visit the Upload page.

Filter/Quick Search/Advanced Search

By just typing into the field, the current list view will be filtered using the Filter tool. Clicking the tag icon will allow for filtering by tags. Clicking Advanced Search will bring up the Advanced Search modal for more specific searches. For more information, visit the Filter and Quick Search/Advanced Search pages.

Content List

The list can be sorted by file type, file name, date/time it was last modified, and by status. Hovering over a row will reveal additional options under the Options heading. A user can switch between viewing the files that exist on the staging or production server, or choose an alternative publish target from the Production drop-down. The list view includes the following columns:

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Pages List View

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• Checkbox: For selecting multiple files and/or directories on which to perform an action. Selecting the checkbox in the column header selects all files listed, even if they are paginated (that is, more items exist in the directory than are shown on the current page). Multiple content items may also be selected individually. When selecting files individually and navigating via pagination, the previously selected files continue to be selected. The available actions will depend upon the status of the files in the selection. When the list view is filtered and the select all checkbox is used, then all of the filtered results are selected. Manually filtered and selected results are also persistent when navigating by pagination. For files checked out to the current user, Publish, Copy, and/or Move to Recycle Bin are available. When files checked out to others are selected, only Copy is available. • File Icon: The file icon provides a visual indication of the file type; for example, media file type, image file type, PDF, Word document, etc. • Name: Shows the file name and extension, which can be clicked to enter Preview mode. The functionality present in Preview is dependent upon the file type. Previewing a PCF page shows the preview of the page. Previewing supported image types brings up the Image Editor. Other binary file types such as ZIPs are downloaded. The Name column also shows the file size in bytes or kilobytes. • Status: Shows the icon indicating page status. • Modified: Shows the date and time of the last save. • Options: Additional actions and operations are available under the Options column when the file is selected via checkbox or hovered over. See below for more information.

File and Directory Options This section provides an overview of the menus and functionality that can be accessed under the Options heading from both the staging and production servers in the Pages list view. The available menus and actions for each row varies depending on user level, access settings, file type, and file status. On staging the four options include: • • • •

Edit Review Publish File

On the production server or publish target, the following are available: • • • •

View Rename Move Delete

Edit Menu The Edit menu allows users to navigate to the Edit view or Source Editor for the page and edit reminders. For more information on the available actions for the Edit menu, visit the Edit page.

Review Menu The Review menu allows users to preview the page, save a version of the page, and view the Versions and Log for the page. For more information on the available actions for the Review menu, visit the Review page.

Publish Menu The Publish menu allows users to to publish files, directories, or sites from the staging server to the production server or an alternative publish target, if configured. Additional publish options are available from

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this menu, such as Schedule Publish, Submit for Approval, and Expire. This menu will only be available if the file is checked out to the user. For more information on the available actions for the Publish menu, visit the Publish page.

File Menu The File menu allows users to perform various file actions, such as copying, moving, renaming, or moving a file to the Recycle Bin. For more information on the available actions for the File menu, visit the File page.

Options on Staging Server Staging Server Directory Actions

Directories are the most limited in terms of available actions. The Review menu is unavailable for directories because folders themselves cannot be reviewed, only the content within the folder. Directories cannot be recycled. If Recycle Bin is enabled, a directory recycle can be simulated by recycling the pages within the directory and then deleting the containing directory folder. The actions available for directories can vary, but by default the available actions include: • Edit: Access is the only option available for this menu for directories. • Publish: Publish is the only option available for directories. • File: The File menu includes Scan, Rename, Move, Copy, and Delete.

Staging Server Checked-In Page Actions

When a file is checked in on the staging server, it appears as a gray row when the user hovers over the row on the Pages list view. The actions available for directories can vary, but by default the available actions include: • • • •

Edit: Page, Access, and Reminders can still be accessed for checked-in pages. Review: Preview and Log are the only available actions for this type of content. Publish: Publish, Schedule, and Expire provide moderate publishing capabilities. File: Rename, Move, Copy, and Move to Recycle Bin are the available actions for this menu.

Staging Server Locked Page Actions

A file will appear as locked when another user has checked out the page or scheduled the page for an action. The page itself cannot be edited, but reminders can be assigned and reviewed for locked content. The Publish menu is unavailable for locked content. The actions available for directories can vary, but by default the available actions include: • Edit: Access and Reminders are the only available options in this menu for locked content.

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• Review: Both Preview and Log are available for users to review the content. • File: Copy is the only option available in this menu.

Staging Server Checked-Out Page Actions

When users check out content, all available action menus are displayed by default. However, users with custom permissions may or may not have all action menus available. As the file is checked out by the user, the restrictions on the action menus will be minimal. The actions available for directories can vary, but by default the available actions include: • • • •

Edit: Page, Source, Properties, Access, and Reminders are available for users in this menu. Review: Preview, Save Version, Versions, and Log are available for users in this menu. Publish: Publish, Schedule, Submit for Approval, and Expire are available for users in this menu. File: Rename, Move, Copy, and Move to Recycle Bin are available for users in this menu.

Staging Server Checked-In Binary Files Actions

Depending on site settings, binary files may be uploaded to the staging or to the production server. Different options are available depending upon which server the file is uploaded to. Users have the ability to edit binary files even if they are not checked out. Users utilize the internal OU Campus Image Editor. The actions available for binary files checked in on the staging server can vary, but by default the available actions include: • • • •

Edit: Image, Access, and Reminders are the available actions for this menu. Review: Preview, and Log are the available actions for this menu. Publish: Publish, Schedule, Submit for Approval, Expire are the available actions for this menu. File: Rename, Move, Copy, and Move to Recycle Bin are the available actions for this menu.

Staging Server Checked-Out Binary Files Actions

When a user checks out a binary file in the staging server, they have more versatile tool set than if the file remained checked in. Checking a binary file out allows users to edit the image with the internal OU Campus Image Editor, although checking the file out for editing is not necessary. The actions available for binary files checked out on the staging server can vary, but by default the available actions include: • • • •

Edit: Image, Access, and Reminders are the available actions for this menu. Review: Preview, Save Version, Versions, and Log are the available actions for this menu. Publish: Publish, Schedule, Submit for Approval, and Expire are the available actions for this menu. File: Rename, Move, Copy, and Move to Recycle Bin are the available actions for this menu.

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Options on Production Server Production Server Directory Actions

When a user views directories in the Pages list view on the production server, Rename, Move, and Delete options are available (or fewer, depending on access levels). Take caution when renaming and moving files from the Production view; the version of the content in production server has been published to the live version of the site and links may break if they are moved or renamed.

Production Server Page Actions

When an administrator views page products and files in the Pages list view on the production server, they may view the published version of the file, rename it, move it, or delete it. User levels 8 and below by default are only able to view the page product/file. Take caution when renaming and moving files from the Production view; the version of the content in production server has been published to the live version of the site and links may break if they are moved or renamed.

Production Server Binary Files Actions

Binary files on the production server can be viewed, renamed, moved, or deleted by and administrator. User levels 8 and below are only able to view the binary file. Take caution when renaming and moving files from the Production view; the version of the content in production server has been published to the live version of the site and links may break if they are moved or renamed. Be careful when deleting binary files from the production server as well, as this could create broken links.

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Page Actions Toolbar Overview When a user is viewing a page in OU Campus, several utilities are available at the top of the screen in the form of the Page Actions toolbar. The available actions differ depending upon page status, access settings, and other configuration options. The Page Actions toolbar can include the following functionality: • Preview: Displays the page in preview mode, which includes the selection of output type (for example, HTML or PDF), and makes available the server choice drop-down. • Edit: Displays the page in edit mode, which includes editable regions. Checking out the page shows additional utilities. • Source: Opens the page for editing with the Source Editor; available when the page is checked out to a user. Clicking the Source button to enter the Source Editor will automatically check the page out to the user. • Properties: Properties provides access to editing various other page items. A page or file must be checked out to view or update parameters. Once clicked, the menu items under Properties include the functionality for Parameters, MultiEdit Content, RSS, Analytics, Access, and the Log, as applicable. • Versions: Used to view the committed versions of the page; available when the page is checked out to the current user. • Page Check: If configured, clicking the Page Check icon displays the Page Check modal with the ability to run any available page checks; available when the page is checked out to the current user. • Save Version: Allows for the user to save a version of the current page, which is a useful action to perform before other actions such as a find and replace; available when the page is checked out to the current user. • Check Out/In/Lock: Allows for a page to be checked out by the current user or, if checked out to the current user, the current user can check the page back in. If the page is checked out to another user, a lock icon is shown. • Publish: After choosing an editable region and editing the page, the Publish button is available once the page is saved. Clicking the button will bring up the Publish modal. The Publish button is split into a dropdown menu as well for additional publish options. The available actions in this drop-down menu include Schedule, Submit for Approval, and Expire. • Server Drop-Down: The Server drop-down menu gives the user the option to view the site as it currently looks on the published production server, or from the staging server, and if Multi-Target Publish is configured with publish targets, an alternative publish target may be chosen. This menu is only available from the Preview view. • Output Selector: If the site’s templates have been configured to provide more than one output type (for example, HTML, PDF, or XML), the output to view can be selected from the drop-down menu. This menu is only available from the Preview view. • Multi-Browser Preview: Multi-Browser Preview provides cross-browser, cross-platform rendering of web pages prior to publishing to the production server or publish target.

Page Actions Toolbar (Preview View and Checked Out)

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Page Actions Toolbar (Preview View and Checked In)

Page Actions Toolbar (Preview Mode with Scheduled Publish)

File Actions Toolbar for an Image (Edit Mode and Checked In)

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Editable Regions Overview A page may include many editable regions, just one editable region, or may provide an Asset Chooser or Image Chooser, in which only a specific content type can be selected. The editable region buttons are shown as green buttons on the page after a user has clicked the Edit button in the Page Actions Toolbar. Portions of a page can also be left uneditable, or access to a region can be restricted. For example, the following image shows three editable regions, each of which the content is edited separately from the other regions. One Edit button corresponds to the main content of the page, one for the local side navigation, and the third to an optional sidebar content region.

Clicking an Edit button provides access to edit that area using the WYSIWYG Editor, by default. Note: Depending on the settings configured for the account, the JustEdit toolbar may be the default WYSIWYG Editor. While the interface may look slightly different, the functionality is by and large the same. For more information, visit the JustEdit page. For more information about the WYSIWYG Editor, refer to the WYSIWYG Editor page.

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Old WYSIWYG Editor

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JustEdit WYSIWYG Editor

Access to Editable Regions Administrators can also assign groups to an editable region. This means that only the users in those groups will be able to edit that region. These areas can be set up to be edited using the default WYSIWYG toolbar. The toolbar can be customized to only allow for the use of specific styles and editing features. Defining and utilizing editable regions allows administrators and system designers to determine the editing method based on content type, and subsequently choose the tools best suited for the content of that particular page. For example, a home page of a departmental site might need content updates, new images, or style adjustments. The WYSIWYG Editor and default toolbar can provide basic word processing features such as applying bold and italicized styles, as well as other utilities such as adding an image, linking to another page, or inserting an asset or snippet. Alternatively, a navigation element such as a sidebar, would not require full formatting and styling capability. In this case, a modified WYSIWYG toolbar might only include the capability to format text, but not to insert an image, table, or form.

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Editable Regions

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New Content Overview Content can created and managed within the Pages list view of the CMS. By navigating to Content > Pages, a user with the proper authority may create new pages, sections, folders, and other types of content. The system is configured with templates, which are utilized to create new sections and pages. These templates allow for the pages to be configured uniformly and have a consistent look and feel. The available templates depend upon the structure created by the administrators. For more information about setting up templates, please see the Templates page. The templates available for creating new content are dependent upon the implementation and the access settings as configured. Templates are specific to the institution, and examples given may vary from new page to new page, as well as from institution to institution. Note that the template choices below are examples and may not be the same template options offered by the institution, and do not include every conceivable template. Also, different sets of templates may be available in different folders.

New Folder vs. New Section The difference between creating a new folder and creating a new section is that when creating a new section, the template can be configured to create new pages as well. The basic New Folder tool generally should not be used to create new directories that will contain web pages, as the support files needed by the page XSLs are not created when using the New Folder option, leading to error messages when a user attempts to publish.

The most common use of the New Folder option is when users need a directory to contain images, PDFs, Word docs, or other non-web page files. For this reason, it is generally recommended to use template groups to allow administrators to repress the ability to create a new empty folder, as often times users can become confused between the basic (built-in) New Folder tool and New Section templates (which create folders and files).

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Creating New Content New pages and directories can be created by clicking the New button or the drop-down indicator next to New from the Pages list view.

The same options are available whether users click the New button or click the drop-down indicator. When a template is clicked, a modal will appear with the fields necessary to configure the new content.

Example of New Content Drop-Down Menu

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Example of New Content Modal

An implementation will typically include at a minimum: • Create a New Folder. Folders are for binary files and are not the same as creating a new directory. A folder can be created to contain binary files, such as images and PDFs. For more information, visit the Creating a New Folder page. • Create a New Section. The New Section option creates a new content-based directory. The new section template will contain all of the necessary files to make the pages within the new directory render correctly.

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When creating a new section, navigate to the parent directory where the new section will be contained. If New Section does not appear, contact the administrator. For more information, visit the Creating a New Section page. • Create a New Page. A new page can be created by clicking on the appropriate template for the type of page. Note that administrators can restrict the type of templates available for the directory, and that users may not have a choice in template type. For more information, visit the Creating a New Page page. Many implementations contain additional templates that are meant to be used in specific cases or places within the site, such as a blog or faculty directory. Examples of these templates can be found on the Other Templates page.

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New Content

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Creating a New Page Overview A new page can be created from existing templates within the OU Campus system by accessing the Pages list view. The Pages list view can be accessed by selecting Content > Pages from the global navigation bar. Not all users have the authority to create new pages, and users with authority to create new pages may have restricted access to the type of template that may be used. Users have access to the following screens during the new page creation process: • New Content Modal (or drop-down menu): Allows users to choose from the available templates to create a new piece of content. • New Page Modal: This modal appears after a template has been selected and contains the fields necessary for page creation (including filename, basic metadata, page parameters, and custom template options).

New Page Creation Options A new page can be created from the Pages list view by clicking the New button. The New Content modal will appear.

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The templates available vary depending on access settings. Users can click one of the template icons to open the New Page modal for a new page using the selected template. The New Content modal includes: • Template Icon: Provides users a thumbnail icon, usually depicting the functionality of the template associated with the image. • Template Name: Provides the name of the template (or the template's file name) as it appears in the OU Campus system. Users can additionally click the drop-down indicator on the New button to display the available templates.

New Page Modal After users select the template to use for the new page creation process, the New Page modal displays. This is also referred to as the New Page Wizard. The options available on this modal are directly dependent upon the options defined in the template design files and the XSL. Users fill out all necessary parameters in this modal to create a basic page, usually without adding content at this stage. Page content is added later by the user with the WYSIWYG Editor.

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Creating a New Page To create a new page in OU Campus: 1. 2. 3. 4. 5.

Navigate to the Pages list view by selecting Content > Pages from the global navigation bar. Click the New button, or use the drop-down menu. Select the type of page to be created. Fill out the New Page information in the displayed modal. When the information is completed, click Create.

Video

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Creating a New Section Overview Creating a new section creates a new content-based directory. The new section template contains all of the necessary files to make pages within the new directory render correctly. Creating a new folder does not create new default files. The New Folder option should be used for binary file management (e.g. the organization of PDF or image files), and New Section should be used for pages. New sections should be created from the desired location within the folder structure, and a new section can be used as a main content area or as a subdirectory. Not all users have the authority to create new sections. The New Section template will differ depending on the implementation, so the onscreen items can include a wide variety of fields in the New Section modal. Typically, when users create a new section, the following elements are available: • Directory Name: Defines the name of the section (folder) that is being created. This name will be used in the file navigation and the page URL, so make sure to use appropriate naming conventions. • Page Title: The friendly name of the index page that will be created inside the new section. • Description: Add a short meta description of the index page. • Add Navigation Item: Determines whether the system will place a link to the new index page in the navigation file that will be created inside the new section.

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Creating a New Section A new section can be created from the Pages list view by using the New button, or the drop-down menu. The New button and the drop-down menu look slightly different but can both be used to create a new section.

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When creating a new section, the supporting files and the section's home or index page are often created automatically. The difference between creating a new folder and creating a new section is that when creating a new section, the template can be configured to create the supporting files and initial pages as well. Creating a new folder does not create new default files. The New Folder option should be used for binary file management (e.g. the organization of PDF or image files), and New Section should be used for pages. To create a new section: 1. Navigate to the directory where the new section will be created by selecting Content > Pages from the global navigation bar. 2. Click the New button from within the folder structure, or use the drop-down menu. 3. Select New Section. Do not create a new directory by using New Folder. If New Section is unavailable, contact an administrator. 4. Fill out the necessary fields in the New Section modal. 5. Click Create.

Video

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Creating a New Folder Overview A new folder can be created by using the New button or the drop-down indicator next to the New button within Content > Pages. Folders can be created to contain binary files, such as images and PDFs. A folder is different from a section, and when a new section is created, ancillary files (such as a navigation file) and an initial index page for the directory are created as well. A new section uses a template to properly render new pages. A new folder, on the other hand, creates an empty directory, with no other page products like a sidenav or breadcrumb. Only create folders to organize and contain binary files, and not for pages. By default, new folder creation is available for level 4 users and higher.

After the new folder has been created, its access settings may be modified. By default, the folder inherits the access settings from the directory in which it is created. For more information about configuring access settings, visit the Access and Workflow page.

Creating a New Folder A new folder can be created with the drop-down indicator button or by clicking the New button. The dropdown indicator reveals a menu within the directory structure, while clicking the button will bring up the New Content modal, and the Create New Folder link will appear near the top. To create a new folder: 1. Navigate to the location within the file structure where the new folder will be created. 2. Click the New button or the drop-down indicator next to the New button from within the folder structure. 3. Select Create New Folder or Folder. Do not create a new folder by using the New Section option. Folders should only be used to store binary files (e.g., images, files, PDFs), not pages. 4. From the New Folder modal, enter a name for the folder. This folder must be named to save the folder. 5. Click Create. The empty folder will be created on both the staging and production servers.

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Other Templates Overview In addition to the standard templates for new page and section creation, the implementation for an institution may include additional templates may be available, including a URL Shortener & Redirect page, a News Article Page, an RSS Archive, or a Faculty Profile. These alternate templates can be managed and created by an administrator. For more information about managing templates, please visit the Templates page. Templates available for creating new content are dependent upon the structure created by the administrator. Templates are specific to the institution, and examples given may very from new page to new page, as well as from institution to institution. Note that the template choices below are examples and may not be the same template options offered by the institution.

URL Shortener & Redirect Page A redirect is a page that sends the viewer to another page. This particular redirect works by using a specialized, shortened redirect URL that links to a specific file. To create a redirect page: 1. Navigate to the directory where the redirect file is desired. 2. Click the New button or use the drop-down indicator to select URL Shortener & Redirect Page from either menu.

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3. A modal will appear. Click into the Original File field to browse for the file that the URL should link to. Enter a Short Name for the redirect that will be used in the redirect URL. Check the Overwrite Existing box if desired.

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4. When finished, click Create.

News Article Page A template can exist specifically for news articles. An article can be used to create an item for an RSS feed at the moment of page creation, and can be populated with text and images. For more information about RSS feeds and items, visit the RSS page. To create a news article: 1. Navigate to the directory where the news article should be contained. 2. Click the New button or use the drop-down indicator to select News Article Page from either menu.

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3. A modal will appear. Populate the available fields, which are as follows: • Title • Author • Keywords • Summary • Body: Makes up the text of the article. • Add Navigation Item • Article Image: Browse for an image suitable for the article. This image will be used as the RSS image too. • Thumb: This will be used as the RSS thumbnail image. • RSS Feed: Choose which feed to attach the article to. • Filename

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4. When the appropriate fields have been filled, click Create.

RSS Archive An RSS Archive can be created to archive a specific year of RSS feed items. To create an RSS Archive: 1. Navigate to the directory where the archive should exist. 2. Click the New button or use the drop-down indicator to select RSS Archive from either menu.

3. A modal will appear. Populate the available fields, which are as follows: • Page Title • Archive Year: Input the year for which RSS items should be archived • Breadcrumb Name

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• • • •

Description Keywords Author Access Group

4. When the appropriate fields have been filled, click Create.

Faculty Profile The template for a Faculty Profile utilizes MultiEdit content. This provides a form-based template that presents users with an easy-to-follow guide for adding content to a structured layout. Only specific types of information can be added to the form. To create a faculty profile:

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1. Navigate to the directory where the faculty profile should be created. 2. Click the New button or use the drop-down indicator to select Faculty Profile from either menu.

3. A modal will appear. Populate the available fields: • Faculty Name • Designation • Keywords • Filename

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4. When the appropriate fields have been filled, click Create.

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