Front Page - Unimondo
CMS Training Manual
Version 1.0
For the new EZ Content Management System built for the OneWorld Network
Contents List
• Introduction to the new OneWorld
i. The new site organisation
ii. Navigation and sections
iii. Search
iv. Interactive features
• Introduction to the new CMS
i. Logging in
ii. Logging out
iii. The icon-menu across the top of the page
iv. Status information
v. Where and what are the help functions
vi. What happens if you find a bug
vii. What happens if you need help from support
• Introduction to the Article Module
i. How to add / edit / manipulate articles
ii. How to add / edit / manipulate pages and categories
iii. Images, Media and Other Functions
INTRODUCTION TO THE NEW ONEWORLD
The new CMS system will come with a new public facing site: new in design, with new features and functionality that the network have been demanding for some time now.
It is important to know the changes on the public facing site, so you can understand how the CMS has been built to match the new site structure. It will help you to understand where you will be adding new content, under what categories, and to what pages within the new CMS
Consider all sites as EDITIONS. An edition is a specific grouping of pages created for an audience from a particular geographic or thematic interest. This is including the site, which is essentially a “global” edition (representing the needs of an audience interested in all geographical and thematic areas). For this purpose, it also includes CHANNELS (thematic mini-portals).
So all Editions have been built to follow a set of basic principles:
❑ Users can be looking for content and connection (interactivity), so both are of equal status
❑ Users can be either searching (with a clear idea of an end-point) or browsing (unclear idea of an end-point)
❑ At any one time, we can assume a user has a defining – but not necessarily singular – characteristic for their purpose of use for our content or connection
Because of these principles, we have therefore made some significant changes to the new site. These affect the (i)Content Organisation, the (ii)Navigation, the (iii)Search and the (iv)Interactive Features.
(i)Content Organisation
Content on each Edition has been organised into four main sections – CURRENT, IN-DEPTH, PARTNERS, and GET INVOLVED. Inside these sections
Current: Users visiting the current section will find all OneWorld content that is new or topical – what is “current” – regardless of its thematic or geographical root. It is its timeliness that is most important to users. Sections include News, Special Reports, Campaigns, Action, Editor’s Letter, Opinion, Analysis, Focus etc
In-Depth: Users visiting this section will find the resource of OneWorld’s extensive depth of content across thematic and geographic classifications, regardless of its timeliness. Sections are the themes and countries databases, guides, channels, think tanks etc
Partners: Users visiting this section will find the full breadth of information about OneWorld as an online partner network. It offers users easy access to all relevant information that we keep about partners, and offers partners a “home” on OneWorld where they can interact (user-to-partner, and partner-to-partner). It also houses the joining instructions, partner tour etc
Get Involved: Users visiting this section will find all the methods by which OneWorld offers the user the opportunity to become involved with partners, to participate in campaigns, to interact with other users, and the civil society movement in general. It is a place to create communities of interest, and where users will find the relevant service or information for their enquiry. This information includes jobs, volunteers, member section, support centres, shop etc
There are also other stand-alone sections, such as the About Us, Editions and Events sections, which allow users to focus on finding out about those particular content groups. The About Us section tells the user all about the organisation behind that particular Edition. The Editions section showcases all of the OneWorld Editions in the network with their latest content, so users can easily see the wealth of different languages and different perspectives available to them through this one global site.
(ii)Navigation
In the old site all of the navigation was set together in the long, inflexible left-hand menu. In the new site, each Edition has been organised to place its global navigation (which area of the site you are visiting) along the top of the page. The global navigation on all sites consists of five major sections: Current, in-depth, partners, get involved, editions. As seen here:
[pic]
Each edition has also been organised to have its local navigation (the content that appears in that area) along the traditional left-hand of the page. So for example here, within the Current section, the left-hand menu shows all the content available in that section (such as news, special reports).
[pic]
The site also now has a crumb-trail. This is the “expanding tree” of content or “crumbtrail” that appears below the main header of the page and above the content:
[pic]
The navigation is created automatically by the new CMS from files in the system called CATEGORIES. So, for example, each of the main sections – Current, In-depth, Partners, Get Involved - is a category, into which sub-categories (for example, news, special reports, campaigns) are placed. Inside these sub-categories, editors add ARTICLES – basically stories or documents.
So, as you will see, the CMS that you will be working on is arranged in the same way as this new public site. With content split into major sections (or categories) and content (sub-categories and articles) placed within them.
The navigation has been split out in this way for a number of reasons:
• It allows the user to access any of the major sections from any other point in the site
• It means we can use better information architecture, such as colour coding, to let people know which sections they are in
• It means that the left-hand menus can be more user-friendly and flexible
There is also a right-hand column where editors can add additional content or promotions to their site. For example, direct links to email digests or discussion forums or new jobs, new partners etc. You will see within the CMS that these right-hand columns are also set up as categories, into which you can put sub-categories and articles.
(iii)Search
Because the search is such an important tool to the user, and OneWorld has invested so much in both this new CMS system’s search function and in the Verity spider function, we have emphasised the search function along the top of every page. This follows from the basic principle that a proportion of users may not be browsing our site but are looking for something specific.
(iv)Interactive and Community Features
The new CMS will offer from the start the option to use the following Interactive and Community Features:
• Poll
• Quiz
• Discussion Forum
• User Comments
• Member Profiles
• Email Alerts
It is down to the centres and the network to manage these interactive features intelligently to help foster community on OneWorld and its Editions. Full training for these will follow.
INTRODUCTION TO THE NEW CMS
The EZ CMS system was considered to be the most flexible CMS system available to us for the right cost, and with its use of GPL licences (meaning we can own and share the code and build the site ourselves from when it is delivered) and suitability for our current Sun servers, OneWorld signed the deal to
The basic EZ CMS Version 2.2, which we are using, provided us with nearly all of the MUST HAVE functionality that was being asked for in the CMS Specification agreed by the Centre Directors.
The EZ CMS is built around three key features:
Modules
A module is a set of functions that all relate to a particular editorial, partnership or commercial task. For example, there is an Article module that brings together all of the functions concerned with finding, adding, editing, expiring, modifying, deleting and placing articles, or stories (or what in the old CDB3 we called documents).
Categories
A category is a specific place within the EZ system, like a file or folder, which holds certain information relevant to our tasks as carried out in the modules. EZ call everything categories – so to them, a site, a page within a site, a topic, a region, and a target audience – these are all categories. For example, both OneWorld US and Special Reports are both categories. We have tried to reformulate these categories into easily understood groupings for you, but it may take a little while to get to grips with these Category types.
Articles
An article is simply a document. It can be an off-site article (i.e. our traditional partner highlight, that links off to a partner site) or an on-site article (such as an original piece of copy, an editorial or a yahoo news syndication story). Articles can have images, multimedia, links, polls or forms attached to them. Nearly the whole process of adding a new article is done on a single HTML page form.
On top of this, we have also asked EZ to make considerable changes according to our guidelines to the following modules:
• Article Module
• Partnership Module
• Image Module
• Jobs Database
• Events Calendar
• News Syndication
This is to make sure that the modules do everything we want them to, in the way that they should.
So how do I get started?
Logging in
How to login
Step1 ( Go to
Step2 ( Login with your username and password.
Step1 ( Go to
[pic]Image 1.0.1
Step2 ( Login with your username and password, you will then be taken to
the welcome page:
[pic]Image 1.0.2
Troubleshooting:
( Your username and password will be given to you by the Technical Team.
( If you do not have a login and a password please email OneWorld Technical Support (support@) with your name, job title, department, centre name and contact details.
( If you get an error message instead of the login screen, check first if your Internet browser is working (try to access another web site for example ).
If your Internet browser and the connection is OK then email the Technical Support Team (support@) including in your email: name, the time, what web browser are you using, with which web site did you tested your web browser to see if it is working OK, when was the last time you managed to login successfully, and anything else that you think that may be relevant. Without all these details the Support Team will not be able to assist you immediately as more information will be needed and time will be wasted during the exchange of more email messages.
( If you cannot login, make sure that the Cups Lock is not switched on and that you remember the correct password, i.e. have not change it recently.
If you have forgotten your password please email the Technical Support Team (support@) stating your full name and the username you are using and you will receive a new password.
Menu Icons
You will see across the top of the page when you are logged in a list of icons representing different modules within the system. The menu icons along the top of the page will remain visible to you at all times while logged in, regardless of what section you are working in. They allow quick access to the relevant modules within the CMS system that you will want to use. Here is a brief outline of what these modules are – however, depending on what we keep, and what access rights/permissions you have, you may only see a selection of these icons:
|[pic] |ARTICLE |This icon represents the Article module – it gives you access to all of the Article|
| | |module’s functions, such as add/edit an article, add/edit a page etc, and brings up|
| | |the Article menu left-hand menu |
|[pic] |TRADE |This icon represents the Trade module – this module is not in use in the first |
| | |release of the OW CMS, but it is a key function that could be used in the future |
| | |for creating e-commerce initiatives |
|[pic] |FORUM |This icon represents the Forum module – this basically allows editors to create |
| | |discussion forums on the site. |
|[pic] |LINKS |The Links module – this allows editors to add additional links to their stories for|
| | |more info etc other than the direct partner link… an example of where this is used |
| | |now is in Yahoo syndication |
|[pic] |POLL |The Vote / Poll module – this allows editors to create polls which can then be |
| | |added to the relevant site (US, UK etc) |
|[pic] |ADVERTS |The Adverts module – the EZ system allows very easy insertion and rotation of |
| | |adverts. We are using this to also rotate the graphics along the bottom of the page|
| | |to promote our other sites, channels |
|[pic] |NEWS FEEDS |The News Feed module – this module allows system administrators to set up both |
| | |incoming and outgoing RSS and other feeds |
|[pic] |BUGS |The Bugs module – this is for all users of the system to report bugs to the support|
| | |staff and EZ. We are not sure yet if, in the long-term, we will be using this bug |
| | |tracker or normal support systems |
|[pic] |PARTNER |The Partner Database module – this is where Partnership Managers can add, edit, |
| |DATABASE |manage and complete all partnership record tasks. It is where all the public-facing|
| | |information about our partners is kept |
|[pic] |TO DO |A To Do list for users |
|[pic] |CALENDAR |This will be the module that allows access to the Events Calendar function – where |
| | |users can add events to their calendar for public-site presentation |
|[pic] |FILE MANAGER |A File Manager module to help manage the location of files within the system. We |
| | |may not be using this module, so the icon may be removed for the first release |
|[pic] |IMAGE CATALOGUE |The Image Catalogue – this is where all images will be stored within their |
| | |respective categories. Images must be uploaded to the image catalogue before they |
| | |can be used on the site |
|[pic] |MEDIA CATALOGUE |The Media Catalogue for audio and video clips – this is where all multimedia will |
| | |be stored within their respective categories |
|[pic] |ADDRESSES |This is an address tool, used mainly by us for the setting up of the regions / |
| | |country list used to classify articles. Editors will not be expected to use this |
| | |module |
|[pic] |FORMS |This module allows the editors to add forms to their pages, such as the name/email |
| | |form on the front-page of the US Edition. The form will do all the registration of |
| | |the user to the correct address list for the digest, mail etc |
|[pic] |BULKMAIL |Bulkmail is the module the EZ use to control bulk email sending to registered |
| | |users, for example those signed up to news alerts or weekly digests |
|[pic] |MESSAGE |This is a simple message module where you can leave messages for the other users of|
| | |the CMS. It is a method where, for example, you can alert other editors in the |
| | |system to a new article, or a bug |
|[pic] |QUIZ |The Quiz module allows you to go further than a simple poll by creating a whole |
| | |quiz to add to a specific section of your site. |
|[pic] |STATISTICS |The statistics module provides very basic, top level statistics for the whole |
| | | site. It is not very specific, so we shall also be continuing to use |
| | |webtrends. However, as a second reliable figure of top-line stats it will be very |
| | |useful for corroboration |
|[pic] |URL TRANSLATOR |This module will be used mainly by system administrators to convert “unfriendly” |
| | |long or non-explicit URLs into “friendly”, explicit URLS. For example, when a new |
| | |special report is added the system will produce this as |
| | |current/specialreport/articleview/article1056 but the system can |
| | |then “translate” this to read WSSD if we decide this is what we |
| | |want to do. Editors will not have access to this to begin with until we agree |
| | |guidelines on URL translations |
|[pic] |SITE MANAGER |This is for system administrators only to administer the framework and structure of|
| | |both the back-end Admin tool and the front-end Admin tool. |
|[pic] |USER GROUPS |The User Groups module is to allow System Administrators and those editors with |
| | |permission to create user groups. A user group is a selection of users (such as |
| | |editors) with specific permissions. For example, some journalists may be allowed to|
| | |write and edit, but not publish articles |
|[pic] |EXIT / LOGOUT |This is the logout icon. It will log you out of the system, at BOTH THE FRONT END |
| | |AND BACK END. So, if you are logged into as a user it will log you|
| | |out |
|JOBS |JOBS |The icon is not yet decided, but this module will provide those users with |
| | |permissions to access the jobs database |
What does the status info across the top mean?
This is simple information to let you know:
|[pic] |VERSION |This tells the user which release of the EZ system they are |
| | |using. Software is developed in releases, with updates and |
| | |modifications, as well as new features, coming in each new |
| | |version. Version 2.2 is EZ’s latest system that we have |
| | |modified for OneWorld |
|[pic] |SITE |This is the master-site from which the Admin Tool (this |
| | |back-end CMS) is supported from |
|[pic] |USER NAME |The details of the logged-in user. Every action in the CMS is |
| | |recorded by user name, so we can track who does what in case |
| | |problems occur |
|[pic] |CHANGE USER INFO |This allows the user to change their password. It is NOT the |
| | |log-out function |
|[pic] |USER SETTINGS |This allows the user to change whichever settings are |
| | |available to them |
Where and what are the help functions
Help appears in this site not along the top icon menu list, but in the right-hand corner – next to the Printer Icon – only when it is available on particular functions within modules. The icon is a large ? and will link you through to a brief guide to troubleshooting within that function.
What happens if I find a “bug”?
Right now while we are still in development , all bugs are reported to either david.heath@ or alex.lockwood@, who will pass them on to EZ for fixing.
When we are no longer in development with EZ, all problems and bugs with the system will follow our standard Systems Support method of emailing support@ with all of the relevant information in the main body of the message (do not attach as a separate document):
| |QUESTION | |
|1 |Username (the one used to login for this | |
| |specific session) | |
|2 |Page URL | |
|3 |Page details (name + ID, also: article | |
| |name and id, images filename and id) | |
|4 |The steps you followed | |
|5 |The error message you received (copy and | |
| |paste) | |
|6 |The time it happened (as accurate as | |
| |possible) | |
|7 |When was the last time it worked | |
| |successfully? | |
|8 |Have you ever had the same problem before | |
| |(No/Yes, if Yes when?) | |
|9 |Give it a priority for timescale | |
| |Very High=now | |
| |High=today | |
| |Medium=this week | |
| |Low=when you can | |
Logging out.
It is of course important to log out after you have finished using the system. This is for two main reasons:
i. Security. We must make sure no-one can access the system who does not have rights. For this reason as well DO NOT let anyone else use your login and password. We track every action in the CMS and so if they make a mistake or cause a fault, you will take responsibility. If you want someone to have access to the system, you will have to request a user login.
ii. Performance. Making sure there are no open sessions that are not being used will help with the overall performance of the site.
How to logout
( From the menu on the top of the screen
[pic]
select [pic] and you will be taken to the login page:
[pic]
INTRODUCTION TO THE ARTICLE MODULE
The Article module gives the user access to all of the Article module’s functions, such as add/edit an article, add/edit a page etc, and brings up the Article menu left-hand menu
It is where most editors will spend their time, and so we have spent a lot of time in trying to make it as user-friendly as possible. We will welcome as much feedback as possible from you on this, and all the other, modules so we can refine the system to make it as easy and efficient to use as possible.
The left-hand menu
When you enter the Article module, by clicking on the Article icon in the top menu, the menu on the left-hand of the page changes to become the correct Article Menu.
|[pic] |These arrows at the top of the page allow System Administrators|
| |only to move around the order of the menu list |
| |Latest Articles –a list of the latest 20 articles published |
| |anywhere in the OneWorld network |
| |Article Database – where you can find all pages and articles |
| |Unpublished Articles – a list of all the latest unpublished |
| |articles |
| |Pending List – this will be a list of all articles that have |
| |been put into your workflow by editors without publishing |
| |rights on your site |
| |Site map – search by sitemap for your article |
| |Genre list – a list of all genres to classify articles |
| |New Category – where you add pages |
| |New Article – where you add new articles |
| |Advanced Search – search for articles by keywords etc |
| |Target Audiences –list of all audience categories |
| |Verity Search – a link to the Verity interface |
Clicking on any of these links takes you to the relevant page or form within the Article module. The left-hand menu remains the same all the while you are in the Article Module.
The Set Section Menu
Below this menu is a drop-down box that shows all of the SECTIONS within the CMS system.
[pic]
This is a list of all the editions, channels and supersites within the OneWorld network in which you can work (add articles, add pages etc). When you log in this should default to your primary site.
|IMPORTANT |
|The section MUST be set to the site you wish to work within. All of the menus and drop-downs that allow you to place articles |
|into the correct pages within your site are governed by which section you have selected. So if you wish to add an article to a|
|page within the OneWorld US site, or look at the US sitemap, you MUST select the OneWorld US section. |
Once you have selected the section, you must remember to PRESS OK to confirm.
Search by ID
Below the Set Section function is a search box.
[pic]
This can be used as a very quick KEYWORD or ID search for an article. Remember to click on the button once you have typed in the keyword or ID number.
4. How to add a new article
Step 1 ( Log in to NEWCMS
Step 2 ( Select the section/ page you would like to work with
Step 3 ( Click on the article module icon, the first on the top of the screen
Step 4 ( Select “New Article” from the article menu
Step 5 ( Fill in the fields
|Field Name |Short Description |To Do | |
|Publishing Organisation |List of OW partner organisations|Select organisation |MUST select |
|Origin site |List of all sites and channels |Select site |MUST select |
|Add to main page/ category |Main page/ category in which |Select page/ category |MUST select |
| |article to appear | | |
|Title |The title of the article |Type the title of the |MUST select |
| | |article | |
|Author |List of all authors |Select the author’s |OPTIONAL |
| | |name | |
|Summary/ Intro |The summary/ highlight of the |Type the summary/ |MUST select |
| |article |highlight | |
|Main body copy |The main body of content of the |If offsite story leave |Must LEAVE BLANK |
| |article |blank | |
| | |If onsite story, then |Must ENTER the article CONTENT |
| | |copy and paste the | |
| | |article content | |
|Link text |Text link to the partner link/ |Type text or leave |OPTIONAL |
| |original on-site story |blank | |
|Link URL |The partner article’s URL |Type URL |MUST select |
|Licence owner |Free text for licence owner’s |Type text |OPTIONAL |
| |details | | |
|Publish date |The date you wish your article |Type the date or leave |OPTIONAL |
| |to be published |blank | |
|Retract date |The expiry date |Type the date or leave |OPTIONAL |
| | |blank | |
|Keywords |Keywords |Type keywords, in ANY |OPTIONAL |
| | |LANGUAGE, if particular| |
| | |important words are not| |
| | |included in the title | |
| | |and the summary/ | |
| | |highlight of the | |
| | |article | |
|Genre |Type of the article (news, |Select appropriate type|OPTIONAL |
| |analysis) | | |
|Language |List of languages |Select language |OPTIONAL |
|Topic |List of OW topics |Select topic |OPTIONAL |
|Regions |List of OW regions |Select region |OPTIONAL |
|Target audience |Dropdown menu of all specific |Select audience |OPTIONAL |
| |target audiences | | |
|Ranking |Rank the article 1 low-20 high |Select position |OPTIONAL |
|Log message |Log message for other editors or|Type log massage or |OPTIONAL |
| |yourself |leave blank | |
|Enable user comment |Enables users’ comments on the |If offsite story |DO NOT SELECT |
| |article to appear on the page | | |
| | |If onsite story |OPTIONAL |
|Publish article |Enables authors to publish the |Select to publish (if |FIRST PREVIEW and then, if OK, |
| |article in the selected page |you have the right |PUBLISH |
| | |permissions) or do not | |
| | |select to preview first| |
|Add image |Browse the image catalogue for |Select image |OPTIONAL |
| |an image to be added to the | | |
| |article | | |
|Add media |Browse the media (audio, video | |OPTIONAL |
| |file) catalogue for an image to | | |
| |be added to the article | | |
|Add link |Enables users to attach |Add url |OPTIONAL |
| |additional links and urls to the| | |
| |article | | |
|OK |Saves the article |Click “OK” |MUST SELECT to save the entry |
|Preview |Enables the user to see a |Click “Preview” |OPTIONAL but strongly |
| |preview of the article | |recommended before publishing |
|OK and Create a Copy |Saves the article and creates a |Select the category and|Select only to save entry and |
| |copy in the chosen category |click “OK and Create |create a copy |
| | |Copy” | |
|Reset |Cancels the entry |Click “Reset” |Select only if you would like |
| | | |to cancel the entry |
|Add media |Enables the user to add files, |Click “Add Media” and |OPTIONAL |
| |attributes, forums and polls to |upload a new media or | |
| |the article |browse the media | |
| | |catalogue | |
Step 1 ( Log in to NEWCMS
Step 1.1 ( Go to
[pic]
Image 1.0.1
Step 1.2 ( Login with your username and password, you will be
taken to the welcome page:
Image 1.0.2
[pic]
Step 2 ( Select the section/ page you would like to work with
In the “Set Section” dropdown menu, on right hand side of the screen
Step 1 ( Select the section/ site you would like to work with and
Step 2 ( Press “OK”
Example 1.1
If you would like to add an article to the LearningChannel
Step 1 ( Select “LearningC – English” and
Step 2 ( Press “OK”.
[pic] Image 1.0.3
Step 3 ( Click on the article module icon, the first on the top of the screen
[pic][pic][pic]Image 1.0.4
Step 4 ( Select “New Article” from the article menu
[pic][pic][pic] [pic][pic]
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