WMS 301 Site Management in the Web Management System (WMS)

Transcription

1 WMS 301 Site Management in the Web Management System (WMS)

2 Objectives of the course Learn to: Create new pages Position pages in the menu Organize the menus Manage your content in My Workbench Search for your content View/edit/clone the content Access uploaded files: edit/delete a file Access the Needs Review content

3 Objectives of the course Learn to: Add web links in the footer Create a block Add a block to a region of a page Add a block to a specific page Create special blocks: Channels (overview) Slideshow Change the site settings Site name, palette, home page, contact information and more. Create a Profiles List page

4 Documentation and support Course material Article # 1976 Web Management Training Courses Documentation and Best practices: Article # 1827 Index of documentation for the McGill Web Management System Web 101: Lab WMS 302 schedule: Article # 1976 Web Management Training Courses

5 Overview: administrator menu Add content: Basic page, Gallery, Webform

6 Overview: administrator menu Structure: Blocks, Channels, Menus (Main menu, footer), Taxonomy

7 Overview: administrator menu Configuration: Site Settings, Web services

8 Overview: administrator menu Reports: Broken Links

9 Overview: administrator menu Click Home to return to public view

10 Exercise: create a new page Title: Applying to McGill Menu link title: Apply Now

11 Title Menu Link Title Body

12 Create a new page

13 Create a new page

14 Create a new page Parent Item Weight Main menu = top level in the menu structure

15 Parent item Where the page will sit in the menu Article #1841 Main menu Who s your daddy?

16 Article #1841 Weight Heavy items sink

17 Article #1841 The URL The URL uses the Menu link title. E.g. : Menu link title: Living in Montreal URL: If the Menu link title changes, the URL changes.

18 The URL Article #1841 Override the default URL: add a Custom alias If the menu link title changes, the URL stays the same. Reduced the number of broken links Menu link title Custom Alias URL Living in Montreal montreal

19 The URL Be careful! The URL will change if the parent item changes. E.g.: McGill Campus page Parent: Why McGill URL: Parent: Montreal URL:

20 Revision information Log message Moderation state

21 Moderation state Current state Click Apply to change the state

22 Revert to a previous revision Moderate tab Revert to a previous revision

23 Unpublish a page Unpublish a page

24 Create a French page Translate tab Duplicates an English page Uses a French template French content must be entered Images: change alt text and caption (reinsert the image)

25 Create a French page The French content must be added French template

26 Article #2721 Reorganize a menu Change the parent item of a page (in a new draft) Or Structure > Menus > Main menu > list links

27 Moving a page in the menu Click & drag Indent/outdent Move up/down ENABLED: remove the checkmark to remove the link in the menu Page still published

28 Moving a page in the menu If you change the parent item, the URL changes! e.g. Move the page Restaurants from Montreal to Why McGill? Parent item Montreal URL Why McGill?

29 Site Architecture - Best practices For each menu: 6-8 items: 7 is the magic number 4 levels of pages (including the Home page)

30 How to find your content My Workbench > My Content > All Recent Content Node ID Sort by clicking the heading

31 Node ID Unique number (permanent) created automatically for each element of your website Safest way to link to an element within your web site Protocol = <other> URL = node/#

32 How to find your content My Workbench > My Content > All Recent Content View elements of the same type: e.g. Type = Page and Tags = Research

33 Clone a page Clone = create a duplicate of a page (e.g. to use an existing page design to create a new page with new content) My Workbench > My Content > All Recent Content

34 Deleted vs. unpublished pages Deleting is permanent Unpublished pages can be published again Removed from the menu

35 Children of deleted pages Are not deleted Move up in the menu e.g. Why McGill is in the main menu. If Why McGill? is deleted, its children move to the main menu.

36 Children of unpublished pages Remain published Do not appear in the menu but can be accessed with the URL To show the children in the menu: select a new parent

37 Upload files My Workbench > Create Content > Upload Media

38 Find your files My Workbench > FILE LIST Search for files Delete files Click on a heading to sort the files e.g. Size File path

39 How to find your files My Workbench > FILE LIST Search for files Delete files Edit: to edit captions view the location of the file

40 Edit a file Location of the file

41 Deleting files Files on pages will be deleted Remove the files from the page before deleting

42 Find the Needs Review content My Workbench > Needs Review Edit the content and/or change the moderation state

43 Footer links Web links on all pages on your web site

44 Article #1835 Footer links Web links under a heading Key pages of your site External pages of interest to your visitors Heading (required) 3 columns

45 Footer links Structure > Menus > Footer > list links

46 Footer links To add a heading or a new web link, click Add link

47 Heading in the footer Title Path = <nolink> Expanded Parent Item: column#

48 Hyperlink in the footer Title Path URL (external link) or node/# (internal link) Parent link: select a heading

49 Exercise: creating footer links Add a heading to column 1 Menu link title = Quick links Path = <nolink> Add a link to column 1 under the heading Quick links Menu link title = Student services Path =

50 Blocks Article #1846 Example of a block on the sidebar

51 Blocks Steps to add a block to a page 1. Create the content 2. Add the block to a region of a page Right sidebar Top of page/content Bottom of page/content 3. Specify the page(s) where the block will appear Block at the top Main Content Block on the sidebar Block on the sidebar Block at the bottom

52 Create a block

53 Create a block Title Description required Content

54 Block - Region Settings Select a region of a page in the moriarty list

55 Regions of a page Top of page Title Sidebar Content

56 Regions of a page Title Top of Content Content

57 Regions of a page Bottom of page Bottom of content

58 Block Specify a location A block shows on all the pages by default. To specify a page, enter the list of pages, one per line using: The node Id E.g. node/6 <front> for the Home page

59 How to find a node ID My Workbench > My Content > All Recent Content or Go to the page and click New draft or Edit draft: look at the URL E.g.

60 Block Specify a location You can specify a content type E.g. a block will appear on all webforms only

61 Block Specify a style No class CSS class(es): CSS class = highlight highlight (only on the sidebar) quote half-width (all regions other than the sidebar) third-width (all regions other than the sidebar)

62 Block styles (CSS classes) half-width (not on the sidebar) third-width

63 To edit/configure a block Hover over the right hand corner to see an icon Click on the icon

64 Disable a block Change moriarty to None

65 Configure/delete a block Structure > Blocks Block on the sidebar Configure/delete Disabled blocks Region settings = None

66 Reorder blocks Structure > Blocks Click and drag to change the order

67 Special blocks On this page Channel block Slideshow

68 On this page block Displays links to headers

69 On this page block To enable the block: 1. Structure > Blocks 2. Under Disabled, find the On this page block 3. Click configure link 4. Select Yes to enable smart mode 5. Click Save block 6. Select the region of the page 7. Click Save block If yes is selected, there is no need to add anchors If no, you will need to add anchors to the headers

70 Channels Post To Import Channel block for events

71 Channels Import events/news How to specify which events or news to display in a channel block? An event/news has A source site (created on a web site) A category (e.g. Human Resources) An audience (e.g. staff, students, faculty) Tags

72 Channels events and news Advantages Events and news are created once and can appear in many places and formats The channels hub The channels blocks RSS feeds Other: e.g. customized Google home page, Twitter The general public and the McGill Community can view the news and the events A channel block can import events or news from other web sites and other categories

73 Channels See the documentation in the IT KB at Article 1779 McGill Channels Article Importing Channels and create blocks Article Creating Events or News Article 4507 Known issues with WMS and Channels Course WMS 305 Channels News & Events article 1975 (or video)

74 Slideshow Article #2713 Preset: Side caption thumbnail Preset: Bottom caption

75 Slideshow Preset: Side Caption Thumbnail - Alt

76 Slideshow - Media Nivo Slider Article # Create a gallery 2. Select the option to create a Nivo Slider block (in the settings of the gallery) 3. Add your pictures to the gallery 4. Configure the Media Nivo Slider block a) Specify a region on a page b) Specify on which page(s) to insert the slideshow

77 Slideshow Step 1. Create the gallery Title

78 Slideshow Step 2. Select the option to create a Nivo Slider block Select the display settings Save

79 Slideshow Step 3. Add your images 1. Drag files from your computer or click Add files 2. Click Start upload 3. Click Next

80 Slideshow: add captions Hover over the top right corner Click Edit to add a caption

81 Nivo Slider Caption Caption in the slideshow

82 Slideshow Structure > Blocks Step 4. Configure the Media Nivo Slider block Configuration done like any other block

83 Exercise: create a slideshow 1. Create a gallery (Add content > Gallery) a) Check off Create a Nivo slider block b) Select the Nivo Slider Preset: Bottom caption thumbnail c) Save 2. Click Add media to add the images Find images on your desktop in the Everyone folder > WMS > Slides < Lead 3. Edit the images (wheel on the top right corner of an image) and add Nivo slider captions 4. Go to Structure > Blocks 5. Locate the Nivo Slider block 6. Click Configure 7. Select Top of page in the moriarity list 8. Specify the node/# of the Apply now page in the Page specific visibility settings

84 Publish a gallery Link in the menu

85 Publish a gallery Lightbox Click a picture to see the presentation Click the arrows to change picture

86 Publish a gallery Click the picture to see the full page Image caption

87 Publish a gallery Display options Edit the gallery Presentation settings Provide a menu link title Select a parent item

88 Publish a gallery Drag a picture to move it

89 Publish a gallery Instead of publishing a page: create a block! (e.g. at the top of an existing page) On the Edit Gallery page, select Create a block of most recently added media in the Blocks menu Go to Structure > Blocks to configure your block

90 Site settings Configuration > Site settings Change the site name Change the palette

91 Site settings Configuration > Site settings Change the contact information

92 Site settings Configuration > Site Settings Change the front page

93 Site settings Other settings: Slogan (appears above/ below Site name) Select Toggle the display of the slogan with the site header Header height (height of banner: large or small) Secondary header height (height of banner on pages other than the home page: large or small)

94 McGill Profiles Index (optional block) Filter (optional) Info about people

95 McGill Profiles Every site has a Profiles List page at Profiles are added by: Importing from Banner Creating from scratch Importing from an old people page To have a menu link to the people page, the link must enabled (Structure > Menus > Main menu > list links)

96 McGill Profiles IT Knowledge Base article #1827: Index of documentation for the McGill Web management System > Content Management > McGill Profiles overview

97 Best Practices How to make great McGill.ca websites Major overhaul or new web site? Know your audiences and who is going to use your site Run a survey to find out the users needs Plan ahead of time Design your site (on paper or Excel) before you start

98 Best Practices Major overhaul or new web site? Organize your content using categories Request redirects for high-traffic pages Find the top landing pages at Preserve page aliases ( /about versus /about-us)

99 Web Communications can help Web Communications (Office of Communications and External Relations) can help with the content: Revamping websites big and small Setting up and running user feedback surveys Website and information architecture Formatting and layout Interpreting Google Analytics data Usability Accessibility Content Strategy

100 Help Lunch and Learn recordings One on one consultation about the content (no technical questions) Contact:

101 Resources Documentation: Article # 1827 Index of Documentation for the McGill Web Management System Article # 4507 Known issues in the Web Management System Lab session schedules: Article #1976

102 Online videos Article # 1976 Web Management training courses Channels News & Events (WMS 305) Webforms (WMS 307)

103 Questions? IT Services web page: IT Service Desk Request for access Ideas! Web Editors Blog blogs.mcgill.ca/webeditors

104 Your opinion counts! Answer just five questions- one minute of your time! Please complete the IT Course Evaluation Form. In Minerva at: Employee Menu > IT Customer Services (ICS) Menu >Training Evaluations.