Purchasing CMS Website Update Guide



LUS CMS WebsiteAdmin GuidePrepared By:Information Services DepartmentApplication Development Division - Web Development TeamApril 12, 2016Table of Contents TOC \o "1-3" \h \z \u Page Actions PAGEREF _Toc448238510 \h 3Adding a Page PAGEREF _Toc448238511 \h 3Adding a Menu Item Link PAGEREF _Toc448238512 \h 4Deleting a Page PAGEREF _Toc448238513 \h 5Retrieve a Deleted Page PAGEREF _Toc448238514 \h 5Regions of a Page PAGEREF _Toc448238515 \h 6Determining Regions on page PAGEREF _Toc448238516 \h 7Page Settings PAGEREF _Toc448238517 \h 8Setting the Page Template PAGEREF _Toc448238518 \h 8Setting Page Go-Live and Expiration Dates for a Page PAGEREF _Toc448238519 \h 9Creating Content PAGEREF _Toc448238520 \h 10HTML Module PAGEREF _Toc448238521 \h 10Adding Content PAGEREF _Toc448238522 \h 10Version Control PAGEREF _Toc448238523 \h 14Settings PAGEREF _Toc448238524 \h 14Event Calendar Module PAGEREF _Toc448238525 \h 16Add an Event Calendar PAGEREF _Toc448238526 \h 16Edit Categories PAGEREF _Toc448238527 \h 16Add Event PAGEREF _Toc448238528 \h 16Delete an Event PAGEREF _Toc448238529 \h 17FAQ Module PAGEREF _Toc448238530 \h 18Manage Categories PAGEREF _Toc448238531 \h 18Add New Question and Answer PAGEREF _Toc448238532 \h 18Update a FAQ PAGEREF _Toc448238533 \h 18Announcements PAGEREF _Toc448238534 \h 19Add an Announcement PAGEREF _Toc448238535 \h 19Creating a Feedback Form PAGEREF _Toc448238536 \h 20Managing Users PAGEREF _Toc448238537 \h 24Add New Administrator PAGEREF _Toc448238538 \h 24Deleting Users PAGEREF _Toc448238539 \h 25Change Password PAGEREF _Toc448238540 \h 25LUS website login screen URL: above the county logo on your website. It is hidden by default. Hover over the area to reveal it.General Code Used for LUS site:Subtitles on pages: <h4>Subtitle Goes Here</h4>Bolded Regular Font Title: <h5>The Bold text</h5>General Best Practices:Please make sure pdfs and links to other websites open in a new windowPlease make sure images have an alt tag and responsive class appliedPage ActionsAdding a PageHover over the “Pages” link on the top of the page within the admin barChoose “Add New Page” from the menuType the name of the page in the “Page Name” field within “Page Details” tabInclude in menu: if unchecked, will not show in menu“Insert Page”: select Before, After, or Child of using the page in the “Parent Page” box as a reference pointClick “Add Page” buttonAdding a Menu Item LinkA menu item link is a menu item that is attached to a pdf, image, or external link but displays like a menu item. Create a page from the instructions in Adding a PageNavigate to the page you just createdHover over the “Edit Page” linkClick “Page Settings”Click “Advanced Settings”Expand “Other Settings” sectionTo link to an External PageSelect Link URL -> “URL”Enter the URL address in the “Location” textboxClick “Update” buttonTo a File (pdf, image, or other document)If the document or image is already on the site, Select the location from the File Location drop down. Select the file from the File Name dropdownIf the document or image is not on the site, click Upload New FileSelect the folder you want to place the documentSelect the document from your desktopClick Upload Selected FileClick “Update Page” buttonDeleting a PageNavigate to the page you want to deleteClick on the “Edit Page” link in the Admin BarClick “Delete Page”Retrieve a Deleted PageIn the Admin BarSelect the “Admin” TabSelect “Recycle Bin”Within the “Pages” tab, Select the page you want to restoreClick the “Restore Selected Page” button to restore the pageThe page will be restoredRegions of a Page For all main content pages, the regions are defined as in the picture below. You can place content in any box defined on this page. You can also move already created content to any box. Determining Regions on PageHover over the “Edit Page” button at the top right, and within the menu select “View in Layout Mode” from the dropdown. The page will display the outlines of the regions. Page SettingsSetting the Page TemplateNavigate to the page you want to editHover over the “Edit Page” link on the top of the pageChoose “Page Appearance” and navigate to the “Advanced Settings” tabIn the “Page Theme” box, select the Skin in the Skin drop down menu For all secondary pages, use “Site: LUS – Page”In the “Page Container” box, select the container for each module in the Container drop down menu. For all secondary pages, use “Site: LUS – Main”Click “Update Page” buttonSetting Page Go-Live and Expiration Dates for a PageNavigate to the page you want to editHover over the “Edit Page” linkClick on “Page Settings”Click on “Advanced Settings” tabExpand “Other Settings” sectionTo set the Go-Live date, enter the date in the “Start Date” input boxTo set the Expiration Date, enter the “End Date”Click “Update Page” buttonCreating ContentHTML ModuleAdding Content The HTML Module is the main module to use to enter content into a page. Open the page you want to enter contentIn the Admin Bar select “Modules” and then “Add New Module”Search for the HTML Module in the search boxOnce found, drag and drop the module onto the page in the desired locationThe following content will be added to the pageTo edit the content, click on the “Click here to edit content” link. And to open the settings for the module, hover over or click on the cog icon and choose “Settings” from the dropdown. To add a title click on the “Enter Title” link and add your title. Once done, click on the floppy disc image on the right.Add the text in the text area. To use the advance editor, click on the angled arrows iconOnce in the new Editor window, choose “Rich Text Editor.” The advanced editor is similar to WordWhile adding content, click “Preview” to see a preview of the content When finished, click “Close”Click on “Publish” for the changes to be live on the site Adding an ImageImages can sometimes be too large to upload. Please resize the image. A good size is a resolution below 640px by 480px.When editing text in the Advanced Editor, place the cursor where you want to add the imageClick the paper clip icon dropdown and choose “Insert Media” from the list The following box will openNavigate to the correct folder to find the image orIf you want to upload a new image, make sure you are in the correct location and then:Click “Upload” buttonClick “Select” button and navigate to the file you want to uploadAdd as many images as you want by clicking “Add” button to add more inputsWhen finished, click “Upload” Select the image you want to insert Click “Properties” tab under the imageIf you need to resize the imageClick the link next to the “Width” and “Height” to make the image scale properlyThen change the width or height as neededAlt Text – enter text that describes the image (for website accessibility)CSS Class – enter “img-responsive” without quotes for the image to resize automatically Image Alignment – this is how to specify where the image is placed within the text. The image is placed the way the lines are aligned in the box. Click “Insert” button at bottomVersion Control While in edit mode, click the layer icon in the bottom left of page which is the “Page History”Click the eye icon to preview the contentClick the moving arrow icon to revert the module to that versionSettings Click or hover over the module’s container to bring up the module settings managerClick the Settings icon Change Content ContainerOnce within the module’s settings, click “Page Settings” tabSelect the container from the dropdown within the “Module Container” input boxClick “Update” at the bottom of the pageAdding WorkflowWorkflow can be used to add a staging and publishing process to a module or pageHover over Admin on admin bar and choose second cog icon to open menuSelect “Workflow Management” menu itemChoose to either create a new workflow or change the default workflow typeClick “Update” when doneSetting a Date Range for a ModuleWhile in edit mode, click on module settings icon and choose “Module Settings” tabExpand “Advanced Settings” sectionEnter a Start Date for when you want the Module to be viewable on the pageEnter an End Date for when you want the Module to be hidden on the pageClick “Update” buttonEvent Calendar ModuleAdd an Event CalendarOn the Admin bar click on “Modules” > “Add New Module”Search for “events” in search boxDrag and drop the Events module onto the page in the desired locationEdit CategoriesHover over Manage pencil icon When options appear, click “Edit Categories”Add a category by typing text in the “Category” text box and click “Add”Update a category Select a Category from the listEdit the text when it appears in the text boxesClick “Update” When finished, click “Return”Add Event Click the + button Enter the informationTo upload flyers for the events, click the attachment button in the HTML editor. Upload the document and insert it into the text box. For the Owner, select LUS admin. This will keep it consistent and not specifically assign a person to the event. Click “Update” buttonDelete an Event Click on the EventOn the Event Information page, click “Delete”FAQ ModuleThe FAQ module is where your department can add quick common questions and answers in a centralized location.Manage CategoriesWhile in edit mode for page, click “Manage Categories” from pencil icon (next to settings icon)To add a New Category Click “Add New”Enter Name and DescriptionClick “Update” buttonTo Update an Existing CategorySelect the edit pencil iconEdit the Name and DescriptionClick “Update” buttonTo Delete a Category click the X next to the CategoryAdd New Question and Answer Click “Add New FAQ” from pencil icon menuSelect the CategoryEnter the text for the question and answerClick “Update” buttonUpdate a FAQ Click the pencil and paper icon next to the FAQ you want to editEdit the fields like you would a new FAQClick “Update” buttonAnnouncementsAdd the Announcements Module as discussed previouslyAdd an AnnouncementClick “Add Announcement”Fill out information as you normally wouldFor the link, there is the option to track the number of times the link has been clicked. To get that statistic, you must click the Track Number of Times This Link Is Clicked when the announcement is created.To view the statistics, click edit.Creating a Feedback Form Select “Form and List” from the Module menuAdd the module to the page by drag and dropTo change or add any questions, click “Form and List Configuration” To add a new column, click “Add New Column” linkThe screen appears. Enter the question text in the empty text box that is next to the save and cancel icon. Next is a drop down box where you will select what kind of content you will be collecting. Some of the more common will be one of the following:Text – allows the user to enter one line of text or can be formatted into a drop down list or radio button list. Rich Text (Html) – allows the user to enter multiple lines of text.Radio button or dropdown list – Select Text. In the Advance Column Option select the type of list you would like to create. In the List of Values, you will enter in the values as they will be displayed in a semicolon separated list. For Example, if I wanted the options to be Cloudy, Sunny, Rainy, I would put Cloudy;Sunny;Rainy in the text box. When finished editing the fields, click the Save icon. You can change the order of the questions by clicking the up and down arrows. When logged in, the list of all submitted responses will be under the form. In addition you can have the answers sent to the email address of your choice. To add an email address click “Form and List Configuration”Select Enable Email NotificationsAn Email Settings section will appearEnter the “To” field with the email for where you would like to send the information. If sending to multiple people, enter the emails in semicolon delimited list.Subject – this will send the email with a certain subject. Trigger – make sure “On New” is selected. Then click “Save Configuration and Return”Managing UsersGo to Admin on admin bar and select “User Accounts” from within main menu. Make sure the page is in edit mode.From here you can manage the listed users’ account information.Add New AdministratorClick “Add New User” buttonFill out the information, including Name and Email Authorize – that you are allowing the user to log into the site.Notify – an email will be sent out when the user is created.Password – Enter a password for the new user. Inform the user of their new account. Click “Add New User” button to confirmGo to the User Accounts listClick the edit pencil icon next to the user you just createdOn the Edit User Accounts screen, click “Manage Roles for this User” tabSelect “Administrator” from the Security Role drop down listClick “Add Role to User” buttonClick “Close” button when finishedDeleting UsersIt is important to remove users from an Administrator role when they no longer belong to the organization. Open the User Accounts screenClick the trash can icon next to the user you want to removeChange PasswordOpen the User Accounts screenClick the edit pencil icon next to the user that needs to change their passwordClick “Manage Password” tabEnter new password in “New Password” text boxClick “Change Password” buttonAt this point, only use change password and do not use Reset Password. ................
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