IIBA Chapter Website: Quick Start Guide Version 1.3

Transcription

1 IIBA Chapter Website: Quick Start Guide Version 1.3

2 Table of Contents Introduction... 3 Website Quick Start Guide... 4 A. Prerequisites... 4 B. Change Temporary Password... 4 C. User Groups... 8 D. Sections Section Manager E. Category Category Manager F. Article Article Manager G. Menu Menu Item Manager New Menu Item Internal Link Articles External Link Separator/Alias H. Upload Media/Images I. Upload Documents/Presentations J. FAQs (Frequently Asked Questions) FAQ Dashboard FAQ Categories FAQ Items K. Contact Us Form Create/Edit Form Form Fields Display Data L. Event List EventList Dashboard Event Venues Event Categories Event Details M. Site Map N. FTP XBASE Technologies Corp 2/12/2009 Page 2 of 57

3 Introduction The IIBA chapter websites are based on the Joomla 1.5 content management system (CMS) for publishing content on the World Wide Web. Joomla provides an easy-to-use graphical user interface that simplifies the management and publishing of large volumes of content including HTML, documents, and rich media. Use with minimal programming or web development experience is required to get the website up and running quickly. This guide will walk you through setting up the new chapter website. XBASE Technologies Corp 2/12/2009 Page 3 of 57

4 Website Quick Start Guide A. Prerequisites - IIBA approved chapter URL - Joomla Username and Password. B. Change Temporary Password - Launch browser and go to - Enter the username and password provided and click the Login button. XBASE Technologies Corp 2/12/2009 Page 4 of 57

5 - Click on the User Manager icon in the Control Panel or click on 'User Manager' in the 'Site' menu. XBASE Technologies Corp 2/12/2009 Page 5 of 57

6 - Selected the user Webmaster and clicked on the 'Edit' button in the User Manager, or clicked on the name of a user to exit the existing user. XBASE Technologies Corp 2/12/2009 Page 6 of 57

7 - Change the address. - Type the new password in the New Password and Verify Password field. - Change the Received System field to Yes - Change the Time zone if applicable - Clicked on the 'Save' button when done. XBASE Technologies Corp 2/12/2009 Page 7 of 57

8 C. User Groups New user can be created to help with the website migration or the day-to-day management of the website. Here s a quick overview of the available user groups. Registered User - Normal visitors who register at the site. - Can view Menu Items that have Access Level of Registered. - Cannot edit or submit articles. Author - Can submit new articles for approval in the front end only. - A Publisher or higher must approve - Cannot edit existing articles. Editor - Can submit new articles or edit existing articles from the front end only. - A Publisher or higher must approve Publisher - Can submit, edit, or publish articles from the front end only. Manager - Allow access to content creation and other system information from the Backend. Think of Manager users as Publishers, with Backend access. - Can log in through the Administrator interface, but their rights and access are generally restricted to content management. - Can create or edit any content, access to some Backend only features like adding, deleting and editing Sections and Categories, editing the Front Page and Menus, but they don t have any access to the Mechanics of Joomla, like user management or the ability to install components or modules - Note that if a Manager logs in through the Frontend interface, they re treated just like a Publisher, with the same rights and access. We highly recommend using the manager group to assist with the website migration. Here re the steps to create a new user in Joomla. XBASE Technologies Corp 2/12/2009 Page 8 of 57

9 - Click on the User Manager icon in the Control Panel or click on 'User Manager' in the 'Site' menu. XBASE Technologies Corp 2/12/2009 Page 9 of 57

10 - Click on the New' button in the User Manager IIBA Chapter Website: Quick Start Guide v1.3 XBASE Technologies Corp 2/12/2009 Page 10 of 57

11 - Name, Username, address and password are required. - Choose the Manager in the Group list field - Change the Received System field to Yes - Change the Time zone if applicable - Clicked on the 'Save' button when done. XBASE Technologies Corp 2/12/2009 Page 11 of 57

12 D. Sections Sections in Joomla! are used to organize Articles. Sections are the top-level of organization, and each Section contains one or more Categories. Sections and Categories allow you to organize your Articles and display related Articles together on a page. All Articles are assigned either to a Section you create or to the special Section called 'Uncategorized'. 1. Section Manager - Click on the Section Manager icon in the Control Panel or click on 'Section Manager' in the 'Content' menu. XBASE Technologies Corp 2/12/2009 Page 12 of 57

13 - To add a new Section, press the New icon in the toolbar. To edit an existing Section, click on the Section's Title, or click the Section's checkbox, and click on the Edit icon in the toolbar. XBASE Technologies Corp 2/12/2009 Page 13 of 57

14 - Title is a required field - Clicked on the 'Save' button when done. XBASE Technologies Corp 2/12/2009 Page 14 of 57

15 E. Category The Category Manager is where you can edit existing Categories and create new ones. Categories are used to organize the Articles within a Section. Sections and Categories allow you to display related Articles together on a page and to filter Articles in the Article Manager. All Articles are assigned either to a Category that you create or to the special Category called 'Uncategorized'. 1. Category Manager - Click on the Category Manager icon in the Control Panel or click on 'Category Manager' in the 'Content' menu. XBASE Technologies Corp 2/12/2009 Page 15 of 57

16 - To add a new Category, press the New icon in the toolbar. To edit an existing Category, click on the Category's Title, or click the Category's checkbox, and click on the Edit icon in the toolbar. XBASE Technologies Corp 2/12/2009 Page 16 of 57

17 - Title is a required field - Section is a required field - Clicked on the 'Save' button when done. XBASE Technologies Corp 2/12/2009 Page 17 of 57

18 F. Article In Joomla! an Article is a piece of content usually consisting mainly of text, but may contain other resources too (for example, images). An Article is most often regarded as the third level in the hierarchy Sections -> Categories -> Articles. For example, a website might have Sections called "Animals" and "Plants". Within the "Animals" Section, the website might have Categories such as "Birds" and "Mammals". In the "Birds" Category there might be Articles called "Parrots" and "Sparrows" which describe the relevant birds in detail. However, it is possible to have Uncategorized Articles that exist without being associated with any Section or Category. 1. Article Manager - Click on the Article Manager icon in the Control Panel or click on 'Article Manager' in the 'Content' menu. XBASE Technologies Corp 2/12/2009 Page 18 of 57

19 - You can access the Article:[New] page either by pressing the 'Add New Article' button on the Control Panel or by clicking the 'New' button on the Article Manager. You can access the Article:[Edit] page from the Article Manager either by clicking on an Article's Title or by clicking the Article's check box and then clicking the 'Edit' button. - The same screen is used for adding a new Article and editing an existing Article. You can also select the Section and Category for an Article and indicate whether or not it is Published and if it is selected to appear on the Front Page. XBASE Technologies Corp 2/12/2009 Page 19 of 57

20 - - You can access the Article:[New] page either by pressing the 'Add New Article' button on the Control Panel or by clicking the 'New' button on the Article Manager. You can access the Article:[Edit] page from the Article Manager either by clicking on an Article's Title or by clicking the Article's check box and then clicking the 'Edit' button. - A number of Parameters are required for the Article. (Title, Section, and Article Content) XBASE Technologies Corp 2/12/2009 Page 20 of 57

21 G. Menu There are 2 menus setup for the IIBA template (Main Menu and Footer Right Menu) - You can access the Menu Item Manager for main menu by clicking on the Main Menu/Footer Right Menu in the 'Menu' menu. Or click on the Menu Manager icon in the Control Panel and then click on the icon in the Menu Items column. XBASE Technologies Corp 2/12/2009 Page 21 of 57

22 1. Menu Item Manager - You can access the Menu Item:[New] page by clicking the 'New' button on the Menu Item Manager. You can access the Menu Item:[Edit] page from the Menu Item Manager either by clicking on the name of the Menu Item or by clicking the Menu Item's check box and then clicking the 'Edit' button. - Tips: Since the parameters for Articles can be set at the Individual Article and the Menu Item that display the Article, the parameter set for the individual Article or Contact always takes first priority. XBASE Technologies Corp 2/12/2009 Page 22 of 57

23 2. New Menu Item - Menu Item Types are organized into four groups: Internal Link, External Link, Separator, and Alias. Internal Links are the most commonly used and will display pages on your web site. External Links are used to display links to external web sites. Separators are used to place a graphic or other separator between menu options. Alias Item Types are used to point back to an already existing Menu Item. XBASE Technologies Corp 2/12/2009 Page 23 of 57

24 3. Internal Link Articles - Internal Link Articles Article Layout is menu item available to display a single Article in Joomla. - Click on the Articles item type to expand the option list, and then click Article Layout. XBASE Technologies Corp 2/12/2009 Page 24 of 57

25 - Enter the Title field and click the Select button on the top right corner. - Select the Article from the list - Use the Parent Item list box to determine whether a Menu Item is a top-level item or a submenu item. Select 'Top' (the default value) if this is a top-level Menu Item. Otherwise, select the Menu Item that is this item's parent. - Click the 'Save' button. XBASE Technologies Corp 2/12/2009 Page 25 of 57

26 4. External Link - This menu item type is used to create a menu choice that links to an external website or page. - Click External Link from the Menu Item Type - Enter the Title field and the Link field (Require full url address E.g. - Use the Parent Item list box to determine whether a Menu Item is a top-level item or a submenu item. Select 'Top' (the default value) if this is a top-level Menu Item. Otherwise, select the Menu Item that is this item's parent. - Click the 'Save' button. XBASE Technologies Corp 2/12/2009 Page 26 of 57

27 5. Separator/Alias - The Separator is not applicable for the IIBA template. - Alias creates a Link to an existing Menu Item. It allows you to have identical Menu Items on two or more different Menus without duplicating the settings. So, for example, if you change a parameter of a Menu Item that has an Alias linked to it, the Alias will automatically acquire the same change. - Enter the Title field and select the Menu Item from the drop-down list box. - Use the Parent Item list box to determine whether a Menu Item is a top-level item or a submenu item. Select 'Top' (the default value) if this is a top-level Menu Item. Otherwise, select the Menu Item that is this item's parent. - Click the 'Save' button. XBASE Technologies Corp 2/12/2009 Page 27 of 57

28 H. Upload Media/Images The Media Manager is a tool for uploading or deleting files in the /images/ directory on your web server. You can upload new files, delete existing ones, and create sub-directories. The Media Manager offers two views: thumbnails view and details view. The first (thumbnails view) will show a preview of the image files. The second (details view) will show the file name, dimensions, and file size. There is also a handy 'delete' button next to each file. - Click on the Media Manager icon in the Control Panel or click on 'Media Manager' in the 'Site' menu. XBASE Technologies Corp 2/12/2009 Page 28 of 57

29 - To upload a file, start by using the Browse button to find the file you would like to upload, and then click Open. Once you have all the files you want queued, hit the Start Upload button. The files will be uploaded to the selected directory. - You can also use the Media Manager to create a sub directory. Navigate to the directory you want the soon-to-be sub directory to be located in. In the upper right hand side of the Media Manager, there is a text field area next to a button labeled Create Folder. Type the name of the desired sub directory into this text field, and then click the Create Folder button. The page will refresh and the sub folder will have been created. XBASE Technologies Corp 2/12/2009 Page 29 of 57

30 I. Upload Documents/Presentations This flash uploader is a tool for uploading or deleting files in the /download/ directory on your web server. You can upload new files, delete existing ones, and create sub-directories. You ll need Flash 8 or higher installed to use this tool and there s a 3 MB size limit for each file. - From the 'Components' menu, choose Joomla Flash Uploader then Upload. XBASE Technologies Corp 2/12/2009 Page 30 of 57

31 - To upload a file, start by using the Add Files button to find the file you would like to upload, and then click Open. Once you have all the files you want queued, hit the Upload button. The files will be uploaded to the selected directory. - To delete a file, start by clicking on the name of the file and then click the Delete button. - You can also use the uploader to create a sub directory. Click the button Options and then choose Create Folder, then enter the name of the folder and then click the Create button. - There re option to rename/delete file and folders. XBASE Technologies Corp 2/12/2009 Page 31 of 57

32 J. FAQs (Frequently Asked Questions) The most common FAQs are included in the template. Please review and make the necessary changes for your chapter (E.g. Cost to join the local chapter). 1. FAQ Dashboard - Click on 'QuickFAQ' in the 'Components' menu to manage the FAQ. XBASE Technologies Corp 2/12/2009 Page 32 of 57

33 - This is the Dashboard that will allow you to manage FAQ items and categories. XBASE Technologies Corp 2/12/2009 Page 33 of 57

34 2. FAQ Categories - Click on the Categories icon in the Dashboard to view existing Categories. - You can access the Edit Category page by clicking on the name of the Category Item or by clicking the Category Item's check box and then clicking the 'Edit' button. - The Category Name field is required and the content on the text editor is optional. Metadata for description and keywords is also available. XBASE Technologies Corp 2/12/2009 Page 34 of 57

35 - Click on the Create new category icon in the Dashboard to add new Category. - You can also access the Create new category page by clicking on the New button on the Categories View. - The Category Name field is required and the content on the text editor is optional. Metadata for description and keywords is also available. - Click the Save button when done XBASE Technologies Corp 2/12/2009 Page 35 of 57

36 3. FAQ Items - Click on the FAQItems icon in the Dashboard to view existing FAQs. - You can access the Edit FAQ item page by clicking on the name of the Title or by clicking the Title's check box and then clicking the 'Edit' button. XBASE Technologies Corp 2/12/2009 Page 36 of 57

37 - Click on the Create new FAQ Item icon in the Dashboard to add new FAQ item. - You can also access the Create new FAQ item page by clicking on the New button on the FAQItems View. - The Title and the Category field are required. - Click the Save button when done XBASE Technologies Corp 2/12/2009 Page 37 of 57

38 K. Contact Us Form A simple and straightforward module to generate Contact forms with fields without any development knowledge and the ability to save data in the database. Fields can be validated as text, number, date and . - Click on 'CK Forms' in the 'Components' menu to access the Contact Us form. XBASE Technologies Corp 2/12/2009 Page 38 of 57

39 1. Create/Edit Form - To add a new form, press the New icon in the toolbar. To edit an existing form, click on the form s Title, or click the form s checkbox, and click on the Edit icon in the toolbar. XBASE Technologies Corp 2/12/2009 Page 39 of 57

40 - Under the General tab, enter the name of the form (internal) and the title of the form. Use the description text editor box to create the layout for the webpage. XBASE Technologies Corp 2/12/2009 Page 40 of 57

41 - Under the Result tab, you have the following options: a) Save Result: Form data is saved in the database and can be view and exported later b) Text Result: Display text after the form submission C) Redirect URL: The URL displayed after the form submission XBASE Technologies Corp 2/12/2009 Page 41 of 57

42 - Under the tab, you have the option to send the data to the address with the subject. Click Yes to activate this option. - Multiple s can be added with comma XBASE Technologies Corp 2/12/2009 Page 42 of 57

43 - Under the Advanced tab, you have the option to control the file upload parameters - Click the Save button when done. XBASE Technologies Corp 2/12/2009 Page 43 of 57

44 2. Form Fields - Click on the Fields icon on the CK Form List to add/edit fields in the contact form. XBASE Technologies Corp 2/12/2009 Page 44 of 57

45 - To add a new Field, press the New icon in the toolbar. To edit an existing Field, click on the Field's Label/Name, or click the Fields checkbox, and click on the Edit icon in the toolbar. - You can arrange the field order by clicking on the up/down arrow icon under the Order By column. Click the disk icon to save the new order. XBASE Technologies Corp 2/12/2009 Page 45 of 57

46 - There are 7 common field types available (Text, Hidden, Textarea, Checkbox, Radio Button, Select, File Upload and Button. - Each field type has various options available. XBASE Technologies Corp 2/12/2009 Page 46 of 57

47 3. Display Data - Click on the Display Data link on the CK Form List to view contact form data. - This option is only available if you have selected to save the form results to the database XBASE Technologies Corp 2/12/2009 Page 47 of 57

48 L. Event List The Event module is an easy way to manage and present the events for the chapter. 1. EventList Dashboard - Click on 'EventList' in the 'Components' menu to manage the Events. XBASE Technologies Corp 2/12/2009 Page 48 of 57

49 - Each event is made up of 3 components: Venues, Categories and Event Details XBASE Technologies Corp 2/12/2009 Page 49 of 57

50 2. Event Venues - Click on the Venues icon in the Dashboard to view a listing of all venue. - You can access the Add Venue page by clicking the 'New' button. You can access existing venue either by clicking on the name of the Venue Item or by clicking the Venue Item's check box and then clicking the 'Edit' button. XBASE Technologies Corp 2/12/2009 Page 50 of 57

51 - You can enter various information about the venue (Name, Description, Address, Image, Metadata) XBASE Technologies Corp 2/12/2009 Page 51 of 57

52 3. Event Categories - Click on the Categories icon in the Dashboard to view a listing of all category. - You can access the Add Category page by clicking the 'New' button. You can access existing category either by clicking on the name of the category Item or by clicking the category Item's check box and then clicking the 'Edit' button. XBASE Technologies Corp 2/12/2009 Page 52 of 57

53 - You can enter various information about the category (Name, Description, Group, Image, Metadata) XBASE Technologies Corp 2/12/2009 Page 53 of 57

54 4. Event Details - Click on the Events icon in the Dashboard to view a listing of all events. - You can access the Add Event page by clicking the 'New' button. You can access existing event either by clicking on the name of the Event Item or by clicking the event Item's check box and then clicking the 'Edit' button. XBASE Technologies Corp 2/12/2009 Page 54 of 57

55 - You can enter various information about the Event (E.g. Title, Description, Venue, Category, Date, Time) XBASE Technologies Corp 2/12/2009 Page 55 of 57

56 M. Site Map The site map is automatically generated based on the structure of the Main Menu menu. XBASE Technologies Corp 2/12/2009 Page 56 of 57

57 N. FTP Beside the GUI interface within Joomla to upload images and other documents, FTP is also available to access the images and download directory. After login with you username and password, you will be viewing your ftp home directory. Click on the specific folder to access the images or download directory. NOTE: You cannot upload files or create folders in the ftp home directory. XBASE Technologies Corp 2/12/2009 Page 57 of 57