Smart Edit Manual. Page 1

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1 Smart Edit Manual Page 1

2 Table f Cntents Symbls... 7 User Interface... 8 Reddts at a Glance Page Search Panel First Steps in SmartEdit Opening the Start Page Editing Pages Opening Pages Clsing Pages Using RedDts Wrking in DirectEdit Mde Editing Cntent with the Drag-and-Drp Functin Editing Elements via Frms Creating Pages Cnnecting Pages Using Smart Edit Using the Search Functin Editing Tasks Editing Prjects Page 2

3 Actins in the Prject Shrtcut Menu Creating Unlinked Pages Wrking with Categries and Keywrds Editing Categries and Keywrds Renaming Categries Renaming Keywrds Navigatin Structure (Navigatin Manager) Creating the New Pages Prperties Editing Pages Actins in the Page Shrtcut Menu Unding Changes (Pages) Unding Pages Submitting t Wrkflw Incmplete Pages Releasing Pages Rejecting Pages Rejectin t Release Level Publishing Pages Setting Date and Time Deleting Pages Page 3

4 Deleting Pages: Shwing Details Editing Prperties Editing Ntes Shwing Page Infrmatin Linking/Appearance Schedules Appearance Schedules Editing Navigatin Order Shwing Versins (Permanent) Page Preview Page Preview by Date (Permanent) Spelling Check - Web Cmpliance Manager (Permanent) Page Validatin - Web Cmpliance Manager Editing Cntent Elements Editing Image and Media Elements Selecting Files Transferring Lcal Files Shwing Usage Asset Manager Update File Delete File Editing Standard Field Elements (Date) Page 4

5 Editing Standard Field Elements (Numeric) Editing Standard Field Elements (Time) Editing Standard Fields (Text, , URL, User-defined) Editing Optin List Elements Editing Prperties Editing Text Elements (Overview) Wrking with Ephx Editr Using the Ephx Editr Symbls Inserting r Editing Images Selecting Images frm Lcal File Systems Selecting Flders Crrecting File Names Inserting Bkmarks (JumpMarks) Inserting r Editing Links Nte n and Link Disclaimers Inserting File Links Inserting r Editing Tables Table Wizard Editing Structural Elements Editing Link Elements Cnnecting Existing Pages Page 5

6 Search Results Setting Date and Time Referencing Pages Referencing Links Editing Headlines Editing Prperties Editing Images Deleting Images Page 6

7 Symbls Navigatin in PrfitStars CMS is explained at the beginning f each sectin within a gray bx (activity flw chart). The dialg windws can be pened in varius ways. Many dialg windws have multiple activity flw charts defined fr them. In the printed dcumentatin, yu can find these activity flw charts wherever this type f infrmatin is necessary. The activity flw chart is nt initially displayed in the nline dcumentatin. A page that has an activity flw chart has a symbl. Click the symbl t display r hide the activity flw chart. In the fllwing examples, the actual names have been replaced by generic Mdule Menu item/tree item Select Tree item Menu item in Actin Menu Title f dialg windw terms. The symbls used have the fllwing meanings: Symbl Meaning The arrw symbl appears in cmbinatin with a menu item r tree item. It represents the beginning f the next navigatin step r navigatin event. A dialg windw pening is ne example f a navigatin event. The pinter symbl appears in cmbinatin with a user-specific item in a tree view. Meaning: Select the desired item in the tree view. This pinter symbl is used fr right-clicks. Right-clicking lets yu pen a shrtcut menu that ffers yu different actins. This is the symbl fr the Actin Menu. The Actin menu lists all menu items available fr a tree item yu have selected. Meaning: Click the Actin Menu item described after the symbl. This symbl is used fr Server Manager, SmartTree, and Wrkflw Designer. This is the symbl fr the glbal menu. It is lcated in the area n the upper right f the Web Slutins user interface. This symbl represents the Clipbard. Next t the symbl is the name f the bjects that are in the Clipbard and that yu have t select. This symbl is used fr the Server Manager and SmartTree activity flw charts. This is the symbl fr an pen dialg windw. The name f the Page 7

8 pen dialg windw is given after the symbl. This symbl represents the wrk area in SmartEdit. This is the symbl fr the edit area in the Template Editr and text editr. This symbl stands fr the wrk area within the Wrkflw Designer. User Interface SmartEdit cnsists f tw areas fr prjects that use Navigatin Manager. Yu can see the respective areas in the screenshts belw. Structural Area The prject's navigatin structure is displayed in the structural area. If yu d nt use Navigatin Manager, the structural area is nt available. Page 8

9 Editing Area The prject pages are displayed in the editing area where yu can edit them. In SmartEdit, yu have the fllwing editing ptins: Editing area - Yu edit prject pages in this area. RedDt symbls - Yu can use the RedDts t maintain the cntent elements and cnnect pages using structural elements. The ptins that the different RedDts prvide are described in detail in a separate sectin. Prject shrtcut menu - If yu have nt yet pened a page in SmartEdit by chsing OpenPage RedDt, yu can access the prject shrtcut menu by clicking the right muse buttn in the editing area. With the crrespnding authrizatin, yu can use the fllwing actins: Create Unlinked Page, Edit Categries and Keywrds, and Navigatin Manager. Page shrtcut menu - If yu have nt yet pened a page using the OpenPage RedDt, yu can access the page shrtcut menu by clicking the right muse buttn in the editing area. All actins are available that yu can execute fr this page. The actins displayed are based n the status f the page currently pen and yur authrizatins. A detailed descriptin f the pssible actins is prvided in the Editing in SmartEdit sectin. SmartPanels - If yu have pened a page using the OpenPage RedDt, the SmartPanels are available in the area n the right f SmartEdit. This buttn prvides varius functins in tw panels: Page Search, and Clipbard. Structural area - Displays the navigatin structure f the prject. When yu select a page in the structural area, it is displayed in the editing area. Page shrtcut menu - Right-clicking in the structural area displays a shrtcut menu frm which yu can mve a page frm the navigatin structure t the Clipbard. Page 9

10 Screen Reslutin T be able t wrk cmfrtably, yu must have a screen reslutin f at least 1024 x 768 pixels. Reddts at a Glance Yu pen and clse pages, elements, and links n the pages using RedDts. The cntents f an pened page can be edited. Here is an verview f all the available RedDts. With this RedDt... (OpenPage RedDt) (ClsePage RedDt) (Edit RedDt) (Link RedDt) (MultiLink RedDt) (LckedPage RedDt) (Mandatry RedDt) (AddPage RedDt/AppendPage RedDt)... yu trigger this actin: Click the OpenPage RedDt t pen a page fr editing. Yu then have access t all ther elements n this page that yu are authrized t edit in PrfitStars CMS. Yu can set yur prject t highlight individual pages in frames when yu place yur pinter ver the respective OpenPage RedDt. The ClsePage RedDt is displayed instead f the OpenPage RedDt nce a page has been pened fr editing. Yu use it t clse the editing mde f the page and at the same time save yur changes. Click the Edit RedDt t pen an element in editing mde. Elements include images, media elements, and text. Click the Link RedDt t edit the link prperties f an element. Click the MultiLink RedDt t edit the multilink prperties f a Cntainer r List element. Depending n yur authrizatin, yu can rearrange, add, r delete the pages f a cntainer r list. Yu require multilink elements (cntainers and lists) t be able t link multiple pages. The LckedPage RedDt is displayed if a page is being edited by anther user. When yu place yur pinter ver the LckedPage RedDt, a message is displayed with infrmatin abut the user currently editing the page. The page is lcked by the ther user. The LckedPage RedDt als appears if the page has been saved as draft by anther user. In this case, n user name is displayed. The LckedPage RedDt is als displayed if yu are nt authrized t edit a page. The Mandatry RedDt is displayed next t elements that must be filled with cntent. Yu have t edit this element. In cntainers with manual srting, the AddPage RedDt allws yu t quickly insert a new page befre the existing page, and the AppendPage RedDt allws yu t insert a page after the existing ne. The Release RedDt is displayed n pages that are waiting t be released Page 10

11 (Release RedDt) (Translate RedDt) (Frm RedDt) (Keywrd RedDt) (SaveElement RedDt) by an authrized user. The Translate RedDt appears in pages that are waiting t be translated. It identifies elements whse cntent has been changed in an existing page and needs t be translated. The Frm RedDt allws yu t edit the cntent f all page elements in a cmmn frm. The Keywrd RedDt pens the Assign Keywrds dialg windw. The SaveElement RedDt appears if yu have pened an element in DirectEdit mde. Depending n yur user settings, yu can use the muse buttn r CTRL and muse buttn t pen elements fr which DirectEdit is enabled. Click the SaveElement RedDt t save any changes that yu have made in DirectEdit mde. Further symbls: This symbl... (Drp Zne Symbl)... has the fllwing functin: When the drag-and-drp functin has been enabled in SmartEdit, yu can mve dcuments stred in the Windws file system nt this DrpZne symbl and insert them int yur page. Page Search Panel The Page Search panel lets yu run saved searches that were defined in the Search mdule. The search result is then displayed in the panel. Yu can mve the listed pages t the RedDt f a structural element using the drag-and-drp peratin. The page is then cnnected t the structural element. Yu can als jump directly t the pages in the search result. Yu have the fllwing ptins in the Page Search panel: Select Saved Search - In the drp-dwn list, select the flder where the search was saved and then select the desired search. The search is executed and the result is shwn in the panel. Open Page - This symbl lets yu pen the respective page directly in SmartEdit. Page 11

12 First Steps in SmartEdit Opening the Start Page When yu click the SmartEdit buttn in the Main Menu, yu pen the start page f yur current prject. If n specific start page has been defined, the first page displayed is the start page fr the prject. Editing Pages Opening Pages SmartEdit When yu lg n, yu will see the start page f the prject in the wrk area. In SmartEdit, yu will see ne r mre OpenPage RedDts. Fr each OpenPage RedDt, there is ne page that cntains ne r mre elements. In turn, ne page can cntain several pages and thus several OpenPage RedDts. 1. Yu may need t use links t navigate t the page that yu want t edit. 2. Click an OpenPage RedDt and the page pens. The OpenPage RedDt is replaced by a ClsePage RedDt. There is nw either an Edit RedDt, a Link RedDt, r a MultiLink RedDt next t each editable element. In the fllwing example, the pened page cntains six elements. Opening Pages Clsed page: Page 12

13 Open page: Page status The page status f a page is dealt with strictly in PrfitStars CMS. Pages that are pen fr editing are lcked fr all ther users. Users wrking in SmartEdit must clse pen pages, even when they have nt edited them. Otherwise these pages are nt available t ther users. Fr pages that are lcked fr editing, yu can execute nly thse plugins available in the shrtcut menu that view page infrmatin r pen a page preview. Highlighting Editable Areas Yur prject can be set t highlight pages with frames. When yu place the pinter ver the OpenPage RedDts, the crrespnding page is shwn in a frame. This shws yu which OpenPage RedDt t click t edit a specific cntent item. Clsing Pages Page 13

14 SmartEdit OpenPage RedDt Yu have edited the elements f a page that yu wanted t edit and nw yu want t clse the page. Yu can clse an pen page by clicking the ClsePage RedDt. 1. If necessary, edit the elements in the page. 2. Click the ClsePage RedDt and the page clses. The ClsePage RedDt is replaced by the OpenPage RedDt. Clsing Pages Open page: Clsed page: Page 14

15 Using RedDts SmartEdit OpenPage RedDt Yu can use RedDts t edit elements in the pages f yur prject. Elements cnsist f cntent elements, structural elements, and meta elements. Yu can edit the cntent and structural elements f an pen page. The Edit RedDt pens cntent elements, the Link RedDt and MultiLink RedDt let yu edit structural elements. Meta elements cannt be edited via RedDts in SmartEdit. Yu can use meta elements, fr example, t display general page infrmatin and file infrmatin abut files in a file flder r Asset Manager flder. Yu can edit all page elements in a frm using the Frm RedDt. Click the Keywrd RedDt t pen a dialg windw that lets yu assign categries and keywrds t a page. It is nt pssible t edit a page that is being edited by a different user. In such a case, each Edit RedDt has been replaced by a LckedPage RedDt. If yu mve the pinter ver the LckedPage RedDt, yu are given infrmatin abut the current status f the page. The LckedPage RedDt is als displayed if yu are nt authrized t edit a page. Alternatively yu can edit the prject settings s that n RedDt is displayed in such a case. If the page still has t be released by anther user, it is als nt pssible t edit the page. This state is indicated by a Release RedDt. Fr technical reasns, Edit RedDts belnging t pages f a list are nt given a Release RedDt. Hwever, yu cannt edit these pages as lng as they are waiting fr release. A dialg windw gives yu the infrmatin that the page is being lcked and the reasn fr this. Yu can use the AddPage RedDt and the AppendPage RedDt t quickly add new pages t a cntainer with manual srting. The AddPage RedDt adds the new page befre the existing page, the AppendPage RedDt inserts the new page after the existing page. It is easy t differentiate between the tw RedDts because the AddPage RedDt is always at the start f a page and the AppendPage RedDt is always at the end f a page. Yu can save changes made in DirectEdit mde using the SaveElement RedDt. Page 15

16 See the fllwing sectin n hw t edit a page. 1. Click the OpenPage RedDt t pen and edit the page. The OpenPage RedDt disappears. It is replaced by the ClsePage RedDt. 2. Click the Edit RedDt, Link RedDt, r the MultiLink RedDt f an element. This pens a dialg windw in which yu can edit the cntent f the relevant element r link. 3. Make yur changes. 4. Clse the dialg windw. 5. Open, edit, and clse any ther elements as required. 6. When yu have edited all elements, click the ClsePage RedDt t clse the page. The ClsePage RedDt disappears and is replaced by the OpenPage RedDt. Yur changes have been saved. Using RedDts in the Tasks and Search Mdules Yu can use RedDts in the respective editing areas f the Tasks and Search mdules in the same way as described here. T d s, click a page in the list area. The page pens in the editing area and yu will see the RedDts. Editing Elements All cntent elements are edited via Edit RedDt. The user cannt identify the element type. In the editing mde, a dialg windw will pen that crrespnds t the element type. Wrking in DirectEdit Mde SmartEdit OpenPage RedDt When DirectEdit mde is enabled, yu can edit Text elements r Standard Field elements that are numeric, text-nly, r time field types directly in SmartEdit, withut having t pen the text editr. The settings required fr DirectEdit mde are explained in the infrmatin bx belw. The next sectin describes hw t edit pages in DirectEdit mde. Opening Elements in DirectEdit Mde The User Settings let yu specify hw t pen elements in DirectEdit mde. Yu have the fllwing ptins: Muse buttn: Click an element t pen it in DirectEdit mde. If this ptin is used, a CTRL + muse click will pen the Page 16

17 default dialg fr editing (fr instance, the text editr fr Text elements). CTRL and muse buttn: Press CTRL and click an element t pen it in DirectEdit mde. If this ptin is used, clicking an element will pen the default dialg fr editing. This is the default setting, which is used in the prcess described belw. 1. Click the OpenPage RedDt t pen and edit the page. The OpenPage RedDt disappears. It is replaced by the ClsePage RedDt. 2. Press the CTRL key and click the Edit RedDt fr an element (see als the infrmatin bx abve). The SaveElement RedDt appears. Yu can nw edit the element. Any existing element cntent is shwn in a frame. 3. Make yur changes. Yu can use the editing functins listed belw, prvided they have been defined fr the Text element and that yu have the necessary authrizatins. Keybard shrtcut CTRL + X CTRL + C CTRL + V CTRL + B CTRL + I CTRL + U CTRL + Z CTRL + Y CTRL + K CTRL + F CTRL + A CTRL + left muse click Functin Cut selected text Cpy selected text Paste text frm the Windws Clipbard Make the selected text bld (in Text elements nly) Apply italic frmatting t the selected text (in Text elements nly) Underline the selected text (in Text elements nly) Und changes Red changes Opens a windw fr entering an external reference target Opens the search windw Selects all element cntent Selects a paragraph 4. Click the SaveElement RedDt t save yur changes, r press the ESC key t discard them. 5. Open, edit, and clse any ther elements as required. 6. When yu have edited all elements, click the ClsePage RedDt t clse the page. The ClsePage RedDt disappears and is replaced by the OpenPage RedDt. Yur changes have been saved. Page 17

18 Editing Cntent with the Drag-and-Drp Functin SmartEdit OpenPage RedDt When the DirectEdit mde has been enabled, yu can use the drag-and-drp functin t add cntent t pages in SmartEdit. The settings required fr the drag-and-drp functin are explained in the infrmatin bx belw. The next sectin describes hw t edit pages using the drag-and-drp functin. Nte: Inserting cntent int elements using the drag-and-drp functin replaces existing cntent. 1. Click the OpenPage RedDt t pen and edit the page. The OpenPage RedDt disappears. It is replaced by the ClsePage RedDt. Next t the Edit RedDt f an element, the Drp Zne symbl indicates that the drag-and-drp functin can be used t edit this element. 2. Drag the dcument frm the Windws file directry t the Drp Zne symbl. When the symbl turns green, drp the dcument n the symbl. If the symbl turns yellw, it means that ActiveX Cntrl is prcessing the insertin f yur dcument. Depending n the file size, this prcess can take sme time t cmplete. Fr Standard Field and Text elements, the respective area switches autmatically t DirectEdit mde. The SaveElement RedDt appears. Yu can nw edit the cntent that yu just inserted in DirectEdit mde. Click the SaveElement RedDt t save yur changes, r press the ESC key t discard them. When cntent is added t Image, Backgrund, and Media elements, it is inserted directly int the respective element and can nly be deleted by repening the element using the Edit RedDt. 3. Edit ther elements as required. 4. When yu have edited all elements, click the ClsePage RedDt t clse the page. The ClsePage RedDt disappears and is replaced by the OpenPage RedDt. The changes are saved t the page. Editing Elements via Frms SmartEdit OpenPage RedDt Editing Mde Edit Elements via Frm r SmartEdit OpenPage RedDt Frm RedDt Edit Elements via Frm Unlike when editing using RedDts in SmartEdit, yu can edit the cntent elements f a page in frms as well. The frm displays nly thse elements fr which yu have authrizatin. Elements with cntent in multiple language variants are displayed in the main language nly. When yu have a page pen, yu can use the editing mde in SmartEdit t edit the elements in a frm. If the Edit via frm placehlder has been inserted fr the page, yu can edit the page cntent in SmartEdit using the Frm RedDt. Page 18

19 In the Edit Elements via Frm dialg windw, element names crrespnd t thse element names r descriptins that were specified in the element prperties. 1. The fllwing elements can be edited using the frm, fr the page pened: Image - Yu assign the page an image as a backgrund. It is inserted in the page as a backgrund image. Yu have the fllwing ptins: - Click this symbl t remve the file assignment withut further prmpting. - Click this symbl t select a file. The assigned flder r Asset Manager flder pens. Fr mre infrmatin, see the Selecting Files r Editing Asset Manager Flders sectin. - Click this symbl t edit attributes f the assigned file. This ptin is subject t authrizatin and is available nly if attributes have been defined fr the assigned Asset Manager flder r external applicatin flder. Alt attribute - Enter an alternative text fr the image. Media - Yu can assign files t this element that require a plug-in fr viewing (fr example, PDF, Shckwave r Real Media, Real Vide). The type f file frmat is defined in the page template. Yu have basically the same editing ptins as fr the Backgrund element. Hwever, yu cannt define an Alt attribute fr a Media element. Optin List - Select an ptin frm the drp-dwn list. Standard Field - Different restrictins apply fr this element. Yu have the fllwing ptins: Text - Enter a text f up t 256 characters. Time - Enter the time in the frmat hh:mm:ss. Date - Click t select a date in the Set Date dialg windw. Numeric - Enter numbers, such as 2.456, 2,098, r 56. The entry is checked. - Enter an address. URL - Enter a URL. User-defined - Enter a character string that matches the frmat defined in the cntent class. Text - Depending n yur prject settings, the text editr that yu have selected is pen, r yu can pen it with the symbl. Edit the text. When editing text using the RedDt Text Editr frm, yu cannt switch t surce cde mde. T d that, yu have t pen the Text element with the Edit RedDt in SmartEdit r use the Edit Element Cntent actin in SmartTree. 2. Cnfirm with OK r click Save if yu are in frm mde. Yu can then use the symbl t return t editing mde. Using the Frm Mde in the Tasks and Search Mdules Yu can use the frm mde in the respective editing areas in the Tasks and Search mdules. T d this, select a page frm the list and switch t the frm mde n the lwer right using the symbl. Page 19

20 Creating Pages Yu can create pages in SmartEdit in different ways. Creating Unlinked Pages When n page is pen in SmartEdit, yu can create a page by chsing Create Unlinked Page in the shrtcut menu. This page is initially nt linked within the prject structure. Pages are placed in the Clipbard after they have been created. Frm there, yu can drag the page t a structural element t cnnect the tw. Creating and Cnnecting Pages Using the RedDt f a structural element, yu can pen the Edit Link Element dialg windw. Using the Create and Cnnect Page actin, yu can create a new page and cnnect it directly with the structural element that yu used t pen the dialg windw. Cnnecting Pages Yu have different ptins in SmartEdit fr cnnecting existing pages with a structural element. Clipbard r Page Search Panels Using the Clipbard r Page Search panels f the SmartPanels, yu can drag a page t the RedDt f a structural element. The page is then cnnected with the structural element. Cnnecting Existing Pages Yu can pen the Edit Link Element dialg windw by chsing the RedDt f a structural element. Using the Cnnect Existing Page actin, yu can cnnect a page with the structural element that yu used t pen the dialg windw. Yu can cnnect pages with a structural element als using categries and keywrds. T find ut hw, read the separate sectin. Using Smart Edit The fllwing sectin cntains detailed infrmatin abut the individual actins and pssible settings in each dialg windw in SmartEdit. In additin t the ntes n the search functin and tasks, it als presents the varius actins that yu can perfrm via the prject and page shrtcut menus. It als explains hw yu can edit cntent and structural elements in yur prject. Using Multiple Brwser Windws Due t the limitatins f cmmn brwsers, wrking with multiple instances f the same brwser n the same cmputer is nt supprted. If yu pen PrfitStars CMS in several brwser windws, yu wrk in the same sessin. In this case, PrfitStars CMS can n lnger crdinate the actins carried ut in the brwser windws. This leads t a critical errr in the peratin. Cnsequently, yur prject wrk can n lnger be prperly saved r edited. Hwever, if yu lg n t PrfitStars CMS with the same user name but n different cmputers, yu can wrk in different sessins. Page 20

21 Using the Search Functin In SmartEdit, yu have different ptins fr finding pages and using search results fr yur wrk in SmartEdit. Quick Search The glbal menu cntains the quick search functin, which yu can use t search fr terms in page headlines r fr page IDs. Searching fr a term When yu enter a search term in the quick search bx, the view switches t the Search mdule. Frm there, a search fr the Headline search criterin is carried ut autmatically. The list area displays all pages that cntain the search term in the headline. Yu can nw edit the page yu were lking fr either directly in the editing area f the Search mdule r mve the page t the Clipbard via the shrtcut menu, s that yu can access it directly in SmartEdit. Searching fr a page ID Yu can als use the quick search t find a page ID; enter ID: fllwed by the page ID that yu want t find (fr example, ID:51). The page yu are lking fr is pened directly in SmartEdit. Page Search Panel In the Page Search panel f the SmartPanels, yu can use saved searches that yu previusly created in the Search mdule. When yu select a saved search frm the drp-dwn list, it is carried ut directly in the panel and the search result is displayed. Fr the pages in the search result, yu can pen a shrtcut menu frm which yu can pen the respective page directly in SmartEdit. Fr mre infrmatin abut the Search mdule, see the separate chapter in the PrfitStars CMS 10 Userguide dcumentatin. Editing Tasks Pending tasks are listed in the Tasks mdule, which yu can access in the main menu. When the light bulb symbl in the status bar lights up, yu have tasks pending. Fr mre infrmatin abut the editing ptins in the Tasks mdule, see the separate chapter in the PrfitStars CMS 10 Userguide dcumentatin. My Pages in Wrkflw If pages are nly cntained under the My Pages in Wrkflw item in the Tasks mdule tree view, the light bulb symbl will nt light up. The pages are then submitted t anther user fr release and there are therefre n tasks fr yu t edit. Editing Prjects If yu have nt pened a page in SmartEdit, varius actins are available in the shrtcut menu. Using the available actins, yu can define the prject settings r create an unlinked page. Page 21

22 Actins in the Prject Shrtcut Menu SmartEdit Shrtcut Menu Yu can execute actins fr the prject via the shrtcut menu. Yu can pen the shrtcut menu by rightclicking in the editing area when n page is pen. The editing ptins available in the shrtcut menu depend n authrizatins and yur user rle. This means that nly sme f the actins described in the fllwing sectin may be displayed. The fllwing actins are available in the prject shrtcut menu: Create Unlinked Page - Use this actin t create a new page that is nt yet linked t a structural element. Edit Categries and Keywrds - Use this actin t edit categries and keywrds fr the prject. Navigatin Manager - Use this actin t make changes t the navigatin structure in Navigatin Manager. Editing Pages in Different Brwsers The menu items fr editing cntent classes and navigatin (with Navigatin Manager) are nly available in Internet Explrer. Creating Unlinked Pages SmartEdit Create Unlinked Page Cntent Class Grups Yu can create a page based n a cntent class. Pages that are nt cnnected t a structural element are called unlinked pages. Yu can create these using the Create Unlinked Pages actin via the prject shrtcut menu. A new unlinked page is placed in the Clipbard in SmartEdit. In SmartEdit, the page is als pened directly fr editing. 1. In the Cntent Class Grups sectin, select the cntent class flder cntaining the cntent class yu require. The List f Cntent Classes lists all cntent classes available fr selectin. A descriptin and a preview symbl are displayed if this infrmatin was saved fr the cntent class. Depending n the actin yu used t pen this dialg windw, the page definitins fr the cntent classes may als be listed. Use the symbl t access a template preview. This uses the template that is assigned t the prject variant that is used as the display frmat. The sample texts, images, r default entries fr the cntent elements in the template are displayed. The template preview is nly available fr cntent classes and nt fr page definitins. Fr mre infrmatin, see the Template Preview sectin. Page 22

23 2. Select a cntent class frm the List f Cntent Classes. The Edit Headline dialg windw pens. Creating New Pages It is pssible that n cntent classes are available fr selectin in the Cntent Class Grups dialg windw. Wrking with Categries and Keywrds Nte: this sectin is nly available if it is set up specifically fr use n yur site. If yu wuld like t use this feature please cntact yur Custmer Care Agent. Categries and keywrds let yu grup pages by tpics. Yu can use categries and keywrds in yur prject fr the fllwing tasks: Autmating links Using categries and keywrds, pages are autmatically cnnected t lists and cntainers (multilinks). Prviding metadata Categries and keywrds are used as metadata in ther mdules r external systems. Pages are autmatically cnnected t multilinks that have been assigned the same keywrd r categry in SmartEdit. Default setting: If a multilink has been assigned several categries and keywrds, pages are cnnected using an OR peratr. Cnsequently, all pages with at least ne cmbinatin f categry and keywrd (categry / [categry] r categry / keywrd) that matches the multilink are cnnected t the multilink. T use an AND peratr, select the All keywrd assignments required check bx in the Edit Keywrd Assignment dialg windw. In this case, nly pages matching all categries and keywrds assigned t the multilink are cnnected t the multilink. News Lists fr Ecnmy and Plitics Yu have, fr example, a Web site with different news lists fr the tpics Ecnmy and Plitics. T list sme news item pages under mre than ne tpic, set up categries. Fr yur news lists, create multilinks (in this case, lists), t which yu assign the Ecnmy and Plitics categries respectively. Yu can then assign all news item pages that yu want t list under multiple tpics t the relevant categries. Matching categries are identified and the pages are autmatically cnnected t the relevant lists. Fr a mre detailed classificatin, yu can set up keywrds fr each categry. Fr instance, yur categry Ecnmy has the keywrds Natinal Trade and Plitics; yur categry Plitics the keywrds Page 23

24 Natinal and Ecnmy. T assign these keywrds t lists and pages, select a categry and chse a keywrd frm the list. Yu can set up categries and keywrds using the Edit Categries and Keywrds actin in SmartEdit. Yu assign these categries and keywrds t the lists in SmartEdit using the MultiLink RedDt. T assign news item pages t categries and keywrds, use the shrtcut menu f the pen page in SmartEdit. Yu can use the same labels fr the categries and keywrds in ur example. A news item page with the tpic Ecnmic Plicy can be assigned the categry Ecnmy/keywrd Plitics, and the categry Plitics/keywrd Ecnmy. It will be listed under bth tpics. Yu can als assign multiple keywrds within ne categry, r multiple categries and keywrds t a list, fr example, the keywrds Ecnmy and Natinal Trade. In this case, an OR peratr cnnects all pages t the list that have been assigned either the keywrd Ecnmy r the keywrd Natinal Trade. Thus yu nly need t assign ne f the keywrds t a page. When using an AND peratr, yu have t assign bth keywrds t all pages yu want t list. Keywrd Assignment at a Glance Categries and keywrds let yu grup pages that are autmatically cnnected t lists and cntainers (multilinks). The fllwing tasks are required: Cnnecting Cnnect categries and keywrds t multilinks. Assigning Assign categries and keywrds t individual pages r preassign them in cntent classes. Releasing (ptinal) If a structural wrkflw has been set up, a keywrd assignment nly takes effect nce it has been released by an authrized user. Editing Categries and Keywrds SmartEdit Edit Categries and Keywrds Edit Categries and Keywrds Yu can create new categries and keywrds and rename r delete existing categries and keywrds. Yur entries are autmatically saved. Click Clse t cnfirm yur entries. Page 24

25 Creating a categry 1. Enter a suitable name fr the categry in the New categry bx. 2. Click Add t create the categry. Deleting a categry 1. Select a categry frm the Categry drp-dwn list. 2. Click Delete. When yu delete a categry, it is deleted frm the entire prject. If the categry is assigned t any pages r multilinks, the Delete Categry prmpt appears, listing existing assignments. This lets yu decide whether yu want t delete the categry. T delete the categry, enter yur passwrd and click Yes t cnfirm. T cancel, click N. If the categry is nt assigned t any pages r links, n prmpt appears. Renaming a categry 1. Select a categry frm the Categry drp-dwn list. 2. Click Rename. A secnd dialg pens, which allws yu t rename the categry. Creating a keywrd Yu can create any number f keywrds within a categry. 1. Select a categry frm the Categry drp-dwn list. 2. Enter a name fr the keywrd in the New keywrd bx. 3. Click Add t create the keywrd. Renaming Categries SmartEdit Edit Categries and Keywrds Edit Categries and Keywrds Select categry Rename Rename Categry When yu rename a categry, any keywrds remain assigned t that categry. 1. Enter a unique and meaningful name in the Categry bx. 2. Cnfirm with OK. Renaming Keywrds SmartEdit Edit Categries and Keywrds Edit Categries and Keywrds Select keywrd Rename Rename Keywrd Yu can rename a keywrd. The existing categry and page assignments remain intact. Page 25

26 1. Enter a meaningful name in the Keywrd bx. 2. Cnfirm with OK. Navigatin Structure (Navigatin Manager) SmartEdit Navigatin Manager Navigatin Structure The Navigatin Structure dialg windw lets yu view the structure fr the pages that are called directly by the navigatin menu. T edit the navigatin structure in the Navigatin Manager, yu need t have the apprpriate authrizatin. The Navigatin Structure dialg windw is split int tw sectins. The sectin n the left has the title Navigatin Structure. This is where yu create the pages with navigatin-related cntent. The sectin n the right can be displayed using the vertical bar. The sectin n the right cntains an auxiliary tree, which displays either pages cnnected t the navigatin structure r discnnected pages. T change the display, right-click in the sectin n the right and use the shrtcut menu. T create a new navigatin structure, prceed as fllws: 1. Right-click in the wrk area n the left (Navigatin structure) t pen the shrtcut menu. 2. Select the Create Main Page menu item. The Create Page dialg windw pens. Select a cntent class fr yur new page. Fr mre infrmatin, see the apprpriate sectin. The main page is the first navigatin level f the prject. 3. Select the main page and right-click t pen the shrtcut menu again. Chse Create Page t create a page fr the next navigatin level in the same way. 4. Repeat these steps fr all pages that frm the navigatin structure. 5. Click Clse t clse the dialg windw. In the sectin n the left f the dialg, a shrtcut menu lets yu perfrm the fllwing actins: Right-click a page: Create Main Page/Page - Lets yu create additinal pages as described abve. Prperties - Opens the Prperties dialg windw fr a page f the navigatin structure. Fr mre infrmatin, see the apprpriate sectin. Delete Page - Lets yu delete a page frm the navigatin structure. All language variants f the page are remved frm the navigatin and prject structures and mved t the Recycle Bin. Delete Page Index - Lets yu delete a page frm the navigatin structure. The page is nt deleted in the prject, but remains in the prject structure. In the Navigatin Structure dialg windw, yu can display the page in the sectin n the right as a discnnected page. Relad Selected Ndes - Relads the page yu have selected and all its fllwing pages. Use this actin if yu have created new pages in the prject structure that are nt yet shwn in the navigatin structure. Expand Selected Ndes - Expands all navigatin levels that appear belw the page yu have selected. Page 26

27 Use the arrw keys between the tw sectins f the dialg t mve pages within the navigatin structure. Mving pages in the navigatin structure affects the display in SmartEdit, the page preview, and the published pages in all language variants. - Click t mve a page t the tp within a navigatin level. - Click t mve a page t the next higher psitin within a navigatin level. - Click t mve a page t the next lwer psitin within a navigatin level. - Click t mve a page t the bttm within a navigatin level. In the sectin n the right f the dialg, a shrtcut menu lets yu perfrm the fllwing actins: Right-click the sectin n the right: Cnnected Pages and Discnnected Pages - Lets yu chse whether t display cnnected r discnnected pages in the sectin n the right f the dialg. Displaying cnnected pages helps yu mve pages within a cmplex navigatin structure. Use the drag-and-drp functin t mve pages frm the sectin n the right t the sectin n the left. Displaying discnnected pages helps yu identify pages that are nt yet cnnected with the navigatin structure, fr example, because yu have created them using the Create Unlinked Page actin. Yu can use the drag-and-drp functin t mve discnnected pages t the required psitin in the navigatin structure. Relad Tree - Refreshes the display in the sectin n the right. When the cnnected pages are shwn, the navigatin structure is reladed. When discnnected pages are displayed, PrfitStars CMS checks the prject fr pages that are nt cnnected with the navigatin structure. Imprt Pages - Lets yu imprt pages frm the prject structure t the navigatin structure in the Discnnected Pages view. The cntent classes that these pages are based n must be defined as master pages. Adpt Page - Lets yu mve selected pages r the entire structure (fr example, after the navigatin index has been reset) t the sectin n the left f the Discnnected Pages view. Alternatively, yu can use the drag-and-drp functin t mve individual pages frm the sectin n the right t the sectin n the left. Creating the Main Page When yu create a new page using the Create Main Page menu item and there is already a start page in the prject, the new page will nt be linked in the prject and navigatin structure autmatically. Yu can then find this page in the navigatin structure under Discnnected Pages. Page 27

28 Creating the New Pages SmartEdit Navigatin Manager Navigatin Structure Click Page Create Page Create Page T build a navigatinal structure, create pages with cntent that is accessible directly frm the navigatin menu. 1. In the Available cntent classes sectin, chse a cntent class r a page definitin. Only cntent classes and the respective page definitins that yu have defined as master pages are listed. 2. In the Headline field, enter a page headline. 3. Select the Reference parent level check bx t reference a menu item t the parent level rather than pen a separate navigatin level. This check bx is nt available fr the tp navigatin level (main page). 4. Click OK t cnfirm. Prperties SmartEdit Navigatin Manager Navigatin Structure Click Page r Main Page Prperties Prperties Yu can edit the prperties f a page r main page in the navigatin structure. 1. Yu see the infrmatin belw and have the fllwing ptins: Cntent class - Shws the cntent class n which the page is based. Parent page - Shws the title f the parent page. The symbl lets yu discnnect the page frm its parent page. The page is then mved t the first navigatin level. Headline - Lets yu change the page headline shwn. Reference parent level - Shws yu whether a page references the parent level. Yu can change the setting in this dialg windw. 2. Click OK t cnfirm. Editing Pages If yu have pened a page in SmartEdit by clicking the OpenPage RedDt, varius actins are available in the shrtcut menu. Each f the actins ffered nly affects the page that is currently pen Actins in the Page Shrtcut Menu SmartEdit OpenPage RedDt Shrtcut Menu Yu can execute actins fr a page via the shrtcut menu. The actins are available when yu first pen the page that yu want t edit and right-click in the editing area. Page 28

29 The fllwing actins are available in the page shrtcut menu: Und Changes - Use this actin t und the changes that yu made t the current page. Submit t Wrkflw - Use this actin t submit the page t the wrkflw. Und Page - Use this actin t delete a page that has nt yet been released. Release Page - Use this actin t release the page. The last released versin f the page is always published. Reject Page - Use this actin t send the page back t an editr fr crrectin. Publish Page - Use this actin t publish the current page. Delete Page - Use this actin t mve the current page t the Recycle Bin. Create Shrtcut in Clipbard - Use this actin t reference a page t the Clipbard. The page is then available in the Clipbard in SmartEdit. Edit Prperties - Use this actin t edit the page headline r the name f the published file. Edit Ntes - Use this actin t edit the page ntes. The ntes can be used, fr example, t prvide cmments n page crrectins. Assign Keywrds - Use this actin t assign categries and keywrds t a page. Shw Page Infrmatin - Use this actin t display the page infrmatin. Such infrmatin can include the cntent class used, the page status and wrkflw, r authrizatins and publicatin settings. Edit Linking - Use this actin t edit the page linking. Edit Navigatin Order - Use this actin t change the rder f pages relevant t the navigatin. Shw Versins - Use this actin t view different versins f the current page. Preview Page Preview - Use this actin t view a preview f the current page. Page Preview by Date - Use this actin t view a preview f the current page fr a specific date/time. Permanent Page Preview - Use this actin t pen the Permanent Page Preview. Validatin Check URLs - Use this actin t check whether the URLs f cnnected external links are still valid. Check Spelling - Select this actin t check the spelling f wrds. This actin checks the spelling fr the entire page as it wuld be published. Yu can specify the language variants that will be checked under SmartTree/Administer Prject Settings/Language Variants. Check Spelling (Permanent) - Select this actin t have the spelling check lg file permanently pened and updated. Validate Page - Select this actin t check the current page against the prject variant settings fr accessibility and cnfrmity. Validate Page (Permanent) - Select this actin t have the validatin lg file permanently pened and updated. Editing Pages in Different Brwsers The menu items fr editing cntent classes and navigatin (with Navigatin Manager) are nly available in Internet Explrer. Page 29

30 Page Shrtcut Menu Actins The Submit t Wrkflw menu item is nly available if the page currently pen has been saved as draft. Unding Changes (Pages) SmartEdit OpenPage RedDt Und Changes PrfitStars CMS Yu can und changes made t a page. 1. Click Yes at the prmpt. The changes t the page are discarded. The mst recently released versin f each page is restred. Unding Pages SmartEdit OpenPage RedDt Und Page PrfitStars CMS Yu can und newly created pages as lng as they have nt yet been submitted t the wrkflw. The page is then permanently deleted and cannt be restred. 1. Click Yes at the prmpt. The page is undne. Submitting t Wrkflw SmartEdit OpenPage RedDt Submit t Wrkflw The Submit t Wrkflw menu item is nly available if the page currently pen has just been created r edited. In SmartEdit, this ptin lets yu submit pages t the wrkflw. As lng as the page is nt submitted t the wrkflw, it remains in draft frm. Pages saved in draft frm are nly visible t the last editr. All ther users will nly see the last released status f the page. The Submit t Wrkflw menu item prvides the fllwing ptins: If the Release Necessary reactin has been defined in the wrkflw fr the Page Created r Page Changed actins, the page will be submitted fr release. If a translated page is submitted t the wrkflw, the Page Translated actin is triggered in the wrkflw. If the Release Necessary reactin has been cnnected t the Page Translated actin, Page 30

31 the page is submitted fr release. If the Release Necessary reactin has nt been defined, the page is released autmatically. If the page cntains an empty element fr which cntent is still required, the page is nt submitted t the wrkflw. Instead, the Incmplete Pages dialg windw pens. Incmplete Pages Tasks My Pages Pages Saved as Draft Select language variant Select Page Submit t Wrkflw Incmplete Pages r SmartEdit OpenPage RedDt Submit t Wrkflw Incmplete Pages The Incmplete Pages dialg windw shws pages with at least ne mandatry element that still requires cntent r pages that require a keywrd. The Incmplete Pages dialg lists all pages fr which mandatry prcessing steps have nt been cmpleted. Such mandatry prcessing steps culd be: At least ne element has the Editing mandatry prperty The cntent class has the Keywrd required frm categry. prperty All elements with the Editing mandatry prperty must be filled with cntent befre they can be submitted t the wrkflw. Once cntent has been added t these elements, the pages can be submitted t the wrkflw. Pages based n a cntent class that has the Keywrd required frm categry... prperty can nly be submitted t the wrkflw when they have been assigned a keywrd frm the specified categry. The fllwing infrmatin is prvided: Page headline - The page headline is shwn as a link. The page symbl precedes it. Fr elements with the Editing mandatry prperty Element name - The element name is nt a link. Each element is preceded by the symbl fr its respective type. Fr the Keywrd required frm categry. prperty A message appears infrming yu f the categry frm which yu must assign a keywrd. If n categry is specified, enter a keywrd f yur chice. The fllwing actins are available: Click a page headline t edit the page again. Perfrm the necessary steps fr editing. Elements fr which editing is mandatry are identified in SmartEdit by the Mandatry RedDt. Click Cancel t edit the page at a later pint. Page 31

32 Releasing Pages SmartEdit OpenPage RedDt Release Page Yu can release a page using the shrtcut menu. After a page has been released, it is n lnger in the Saved as draft editing mde. When publishing, it is always the last released status that is published. Yu can nly release a page if yu have this authrizatin. Pages waiting fr release are nly displayed in SmartEdit if the Unreleased pages ptin is activated in the display settings. This als applies fr users wh are t release these pages. Pages waiting fr release can be viewed by users wh have created r edited the page, even if the Unreleased pages ptin is deactivated in the display setting. Thus, users wh are nt able t edit the display settings can always view their wn alteratins. Page Infrmatin Via the Page Menu item Page Infrmatin yu can check the status f the page. Rejecting Pages SmartEdit OpenPage RedDt Reject Page (if necessary Edit Ntes) Yu can reject a page that, fr example, needs t be revised. The page is sent t the apprpriate user fr crrectin with the Tasks mdule. If it has been defined in the wrkflw fr the page, yu can select a release level t which the page is sent. Yu can use the Reject Page item in the Actin Menu t send the current page back fr crrectin withut further prmpting. Rejectin t Release Level Tasks Releases Pages Waiting fr Release Select Language Variant Select page Reject Page Rejectin t Release Level r SmartEdit OpenPage RedDt Reject Page Rejectin t Release Level If yu select the Selectin f release level by rejecting user ptin fr a release level (lcated in the wrkflw under Type f rejectin), yu can select the release level that the page will be sent back t. Yu can als send the page back t the user wh edited the page last. This user is knwn as the Last Editr. If this ptin is nt selected, the Rejectin t Release Level dialg windw is nt displayed and the Page 32

33 page is sent back t the last editr, t a specific release level, r t any ne f the release levels. These settings are als defined fr the release level in the wrkflw. The Rejectin t Release Level dialg windw cntains a list f all the wrkflw release level names. 1. Select the ptin fr the release level t which the page shuld be sent back. The fllwing release levels are available: T last editr - The page is sent back t the last editr f the page. Mre release levels are listed under their names in the wrkflw. 2. Click OK t cnfirm. Publishing Pages SmartEdit OpenPage RedDt Publish Page Publish T start publicatin manually frm SmartEdit, use the Publish Pages menu item. In SmartEdit, yu can start publicatin using the shrtcut menu f a page. 1. Define publicatin settings. Yu have the fllwing ptins: Publish all fllwing pages - Select the check bx if yu want t publish all f the pages fllwing the link. This allws yu t publish a tree segment withut having t select the pages individually. This is the case if yu have made many alteratins t the pages r t their templates in the tree segment. Publish related pages - Select the check bx if yu want t publish pages that serve t supply elements t the published pages. Send after publicatin t: Select the check bx if yu want t be ntified via e- mail as sn as publicatin has been cmpleted. Select an address frm the drpdwn list. Publicatin n server - Using the drp-dwn list, select the name f the applicatin server where yu want the publicatin t be carried ut. The nly servers t be displayed are thse that are active and permit asynchrnus prcesses. Publicatin accrding t - Click t select the page publicatin deadline. Yu can select a future date r ne that lies in the past. Yu need this functin fr test purpses. If n yu publish fr the deadline 01.02, yu will publish pages that will first becme valid n This allws yu t preview yur prject envirnment t see hw the pages planned fr are incrprated in yur current prject structure. If n date is prvided, the time when the publicatin actually starts will act as the publicatin deadline. The publicatin will then cntain nly thse pages that are currently valid and that have been released. Als keep in mind yur linking and appearance schedule settings. Publish n - Click t select a date t start the publicatin. The publicatin will include nly thse pages whse linking and appearance schedules are valid fr this date. If n date is prvided, the publicatin will start immediately. 2. Language variants available fr publicatin - Select a check bx t publish the pages f the crrespnding language variant. 3. Prject variants available fr publicatin - Select a check bx t publish the pages f the crrespnding prject variant. Fr test purpses, yu can als publish draft versins. Page 33

34 4. Click OK t cnfirm. Authrizatin t Publish Pages Yu can nly publish pages if yur Administratr has assigned yu with the crrespnding authrizatin. Cnsidering Release Status When pages are published, their release status is taken int accunt. Therefre, if a page has been created but nt yet released, it is nt published. If a page is still being edited, but has been released previusly, the last released status f the page is published. If the start page f a publishing jb has nt been released, publicatin stps immediately and a message appears. Setting Date and Time SmartEdit OpenPage RedDt Publish Page Start Publicatin Publicatin accrding t: r Publish n Set Date and Time Yu can set a date and time fr publishing. 1. Cnfigure the settings yu require. Year - Specify a year. Mnth - Chse a mnth frm the drp-dwn list. Calendar - T set a day, select the ptin fr that day in the calendar. Tday - Click t use the current date (accrding t the lcal setting f yur cmputer). Time - If required, enter a time, separating hurs and minutes with a cln (00:00). 2. Click OK t cnfirm. Page 34

35 Deleting Pages SmartEdit OpenPage RedDt Delete Page Delete Page Yu can delete individual pages in the prject structure. When yu delete all language variants f a page, any fllwing pages are discnnected frm the structural elements n that page. These fllwing pages are nt autmatically recnnected when the page is restred. Yu have the fllwing ptins: Yes - The page is deleted in the prject structure. If yu are assigned the Translatin Editr rle and if yu are a translatr f the prject, and if the page is used in several language variants, the Define Language Variants dialg windw pens next. Shw Details - The Delete Page: Details dialg windw pens. The dialg windw prvides infrmatin abut where the pages r elements are referenced (fr example, thrugh references r cnnectins). Yu can infrm ther users abut the deletin by sending ntificatin; yu d nt have t delete the page immediately. This buttn is available if the page is linked in the prject structure. N - Deletin is abrted. Deleting Pages in Several Language Variants Users with the Translatin Editr rle wh are assigned t the prject as translatr can delete pages in several language variants simultaneusly. If yu want t allw ther users t be able t delete pages in the language variants fr which they are authrized, yu can change the system behavir in the general settings fr the prject. Deleting Pages: Shwing Details SmartEdit OpenPage RedDt Delete Page Delete Page Shw Details Delete Page: Shw Details The dialg windw prvides infrmatin abut where the pages r elements are referenced that yu are abut t delete (fr example, thrugh references r cnnectins). Yu can infrm ther users abut the deletin by sending ntificatin. 1. Yu have the fllwing ptins: Language fr deleting and/r ntificatin - Select the check bxes fr the language variants in which yu want t delete the page r fr which yu want ntificatin t be sent. Only users with the Translatin Editr rle can d this; they have t be assigned t the prject as translatrs. Page 35

36 Referencing pages - Gives yu a list f all the pages t which the page that is t be deleted r its elements refer. Select the check bx f thse pages that yu want t include in the message with the %Pages% placehlder. If there are mre than 20 pages, the pages are n lnger shwn in the dialg windw, and the ttal number is shwn instead. T get a full list f the affected pages, enter yur address in the Als ntify bx and send ntificatin by clicking the Ntify buttn. The ntificatin lists all the referenced pages. ntificatin - Yu can send ut ntificatin t infrm abut the deletin. T d this, cnfigure the fllwing settings: Last editr - Select this check bx t send ntificatin t the last editrs f the pages selected abve. Original authr - Select this check bx t send ntificatin t the riginal authrs f the pages selected abve. Als ntify - Select this check bx and enter ne r mre addresses f peple wh shuld be ntified, t. Use a semicln t separate addresses. Subject - Change the predefined subject line. Message - Change the predefined message. The predefined message text uses placehlders that are replaced autmatically when the is sent: %UserName% - Is replaced by the user name f the current user. %User % - Is replaced by the current user's address. %Pages% - Is replaced by the pages selected abve. When yu select Last editr r Original authr as recipient, nly thse pages that affect the respective recipient are listed. All f the selected pages are included in the message text fr the users wh yu added using the Als ntify bx. 2. End this peratin with ne f the fllwing buttns: Delete - The page is deleted and n ntificatin is sent. At least ne language variant must have been selected. Delete with Ntificatin - ntificatin is sent accrding t yur settings, and the page is deleted. At least ne language variant, ne referencing page, and ne recipient must have been defined r selected. Ntify - ntificatin is sent accrding t yur settings but the page is nt deleted. At least ne language variant, ne referencing page, and ne recipient must have been defined r selected. Cancel - Clses the dialg windw withut starting any actin. Deleting Pages in Several Language Variants Users with the Translatin Editr rle wh are assigned t the prject as translatr can delete pages in several language variants simultaneusly. If yu want t allw ther users t be able t delete pages in the language variants fr which they are authrized, yu can change the system behavir in the general settings fr the prject. Page 36

37 Editing Prperties SmartEdit OpenPage RedDt Edit Prperties Edit Prperties Yu can edit the page headline and ther prperties. If yu have pened the dialg windw frm SmartEdit, sme f the prperties listed belw will nt be available. 1. Yu have the fllwing ptins: Headline - Enter a headline text in this bx. This text is used as page name and as cntent fr the Headline element. File name - Enter a file name in this bx. The file name shuld be entered withut the file name extensin. Fr mre infrmatin n file name extensins, see the inf bx belw. 2. Click Ok t cnfirm. Yu can use the Edit Prperties item in the Actin Menu t restre a deleted page. The page must still exist in at least ne ther language variant. Editing Ntes Tasks Releases Pages Waiting fr Release Select Language Variant Select page Reject Page Edit Ntes r SmartEdit OpenPage RedDt Reject Page Edit Ntes r SmartEdit OpenPage RedDt Edit Ntes Edit Ntes This dialg windw is nly displayed if the cntent class that the page is based n and that yu want t send back fr further editing cntains a nte. Yu can make cmments cncerning a page in the nte. 1. Type yur ntes int the bx. 2. Click OK t cnfirm. Using Ntes If a wrkflw has been assigned t the page, the nte can be used, fr instance, t enter the reasn fr rejectin. The cntent f the nte will then be displayed in the Pages Waiting fr Crrectin dialg windw and is visible t the user wh receives the page fr crrectin. Page 37

38 Shwing Page Infrmatin SmartEdit OpenPage RedDt Shw Page Infrmatin Page Infrmatin Use this page infrmatin t find ut the page status and when the page was created r edited and by which editr. 1. The fllwing infrmatin is shwn: General Page Infrmatin Headline - The headline that was assigned fr the internal administratin f the page. If the page cntains a headline element, the cntent f the element is shwn here. Page ID - Each page in the prject is assigned an internal page ID that identifies it fr PrfitStars CMS. Page IDs are assigned autmatically. Page GUID - Each page in the prject is assigned an internal page GUID that identifies it fr PrfitStars CMS. Page GUIDs are assigned autmatically. Cntent class - Specifies the cntent class and the cntent class flder used t create the page. Click the link t find the psitin f the cntent class in the tree. This functin is nly available if yu pened the Page Infrmatin in SmartTree. Main link - If a page is linked t several pages, ne page is defined as the main link. Yu define the main link in the Edit Linking/Appearance Schedule dialg windw. Click the link t view the psitin f the main link in the tree. This functin is nly available if yu pened the Page Infrmatin in SmartTree. Page Status and Wrkflw - Displays the wrkflw in effect fr this page. If a page is cnnected t several links fr which different wrkflws are defined, the main link wrkflw is applied. A page status is displayed fr each language variant. Name f the language variant - Displays the page status f the page in the respective language variant. The fllwing statuses are pssible: Released: The page is released. Waiting fr release: Editing is cmplete, the page has been submitted t the wrkflw, and the page is nw waiting fr release by a persn authrized t release the page. Waiting fr crrectin: The page has been returned t an editr fr revisin. Saved as draft: The page is currently being edited. Waiting t be translated: The page was submitted fr translatin. This culd have been dne thrugh the wrkflw r by using the Submit fr translatin actin. Pages saved as draft: The page is currently being translated. Wrkflw - Shws the name f the wrkflw that is in effect fr this page. If n name is displayed, it means that n wrkflw has been defined. Release level - Displays the current release level f the page. Page 38

39 Last release by - Displays the name f the user wh last released the page. It als displays the date that the page was last released. Page Lck - Displays wh lcked the page and when. If the page is currently in a wrkflw f anther user, this is left blank. Edited by - Displays the name f the user wh is currently editing the page. Edited since - Displays the date and time when editing began. Created and Changed - Displays wh created r changed the page and when. The last editr is the user wh made the last changes t the page even if the changed page has nt been released yet. Created by - User name f the user wh created the page. Last changed by - Displays the user name f the user wh last changed the page (last editr). Created n - The date and time that the page was created. Last changed n - Displays the date and time the page was last edited. Authrizatin Infrmatin - Displays the authrizatin and detailed authrizatin packages that are defined fr this page. Authrizatin package - Displays the name f the authrizatin package. If n name is displayed, it means that n authrizatin package has been defined fr this page. Detailed authrizatin package - Displays the name f the detailed authrizatin package. If n name is displayed, it means that n detailed authrizatin package has been defined fr this page. Prject Variants and Assigned Templates - Displays which templates have been assigned t the prject variants fr this page. The prject variant that is defined as the display frmat is identified by the wrd (Selected) in green. It als shws in which prject variant the page is published. In the Assign Prject Variants dialg windw, yu define the prject variants in which a page is published. Language Variants and Character Sets - Displays which character sets are used fr the individual language variants. The current display frmat is identified by the wrd (Selected) in green. Publicatin Settings f Main Link - Displays which cmbinatin f variants (language variant/prject variant) f this page will be published where. T the right f the variant cmbinatin, yu will als see the specified publishing target. The flders f the publicatin structure are listed underneath. Subflders are nt included in the list. 2. Click Clse t clse the dialg windw. Page 39

40 Linking/Appearance Schedules Nte: Please cntact custmer care abut using this functin. It is nt autmatically built int yur site. SmartEdit OpenPage RedDt Edit Linking Edit Linking/Appearance Schedule All structural elements cnnected t the selected page are listed in the Edit Linking/Appearance Schedule dialg windw. Fr each structural element, the page cntaining this structural element is given. Yu can define an appearance schedule fr each link. The appearance schedule determines whether a page is published at a specific time. If a page is cnnected t mre than ne structural element, yu can change the main link. Links can be released thrugh a structural wrkflw. The page link then nly takes effect nce it has been released by an authrized user. The Edit Linking/Appearance Schedule dialg windw shws all links that have been released and thse waiting fr release. Example f an Edit Linking/Appearance Schedule Dialg Windw View 1. Yu have the fllwing ptins and receive the fllwing infrmatin: Mve page t Recycle Bin nce all links have expired - Select this check bx t mve the page t the Recycle Bin nce the appearance schedule fr all structural elements cnnected t the page has expired. If yu d nt select this check bx, the page remains in the prject structure in such a case, but it is nt published. Add link - Click this link t cnnect the page t a new structural element. Page 40

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