CMS (Content Managed System) Training Manual

Transcription

1 CMS (Content Managed System) Training Manual 1

2 Contents Document History... 3 Introduction... 4 Login... 4 Control panel... 4 User manager... 5 Global Configuration... 7 Site Settings... 8 Metadata Settings... 9 Edit a page... 9 Page content Hyperlink Image Document Page Metadata New page Category Article Menu Navigation Contact Page Main Settings Basic Options Form Fields Events Module Manager

3 Document History Version Name Comments Carine Benoist Initial Draft Carine Benoist First Release 3

4 Introduction Your website is built on a platform called Joomla. This manual will cover adding new users, updating the existing content on your site, and creating new pages. To enable you to manage the content of your site going forward you will need to login to the control panel. Login To login go to your website and add /administrator at the end of the URL. You will be presented with a login panel as below. Control panel After logging in you will see the screen below. 4

5 User manager At some point you might find it necessary to add a new user onto your website, i.e. someone you wish to be able to login to your site and make changes. To add a new user select User Manager from the quick icons as shown below. Click on the New icon (top right hand side corner) as shown below. 5

6 You are now able to enter in your new users details as shown below. Enter in the new users name, username, password and address. Public is to register new customers/clients onto your website, Manager: can add, edit content Administrator: can conduct admin tasks and add/modify content Super Administrator: can do all of this above plus add or delete users An will be sent to this new user to confirm the details. Once you have added the user select one of the action buttons as described below. These can be found at the top right hand side of the screen. Click Save to apply the changes and go back to the control panel page Click Save and Close to save and return to the home page Click Save and New to save what you have done and create a new user 6

7 Click Cancel to discard any changes you have made You can also add a new user by going to Users User Manager New Users as shown below. Global Configuration Global configuration is your site settings. To access it click on Site Global Configuration as shown below. Within the Global Configuration, you will find two different sections: Site Settings and Metadata Settings. 7

8 Site Settings Site Settings allow you to take your site offline if necessary. This is recommended if you are making lots of changes. You can take your site offline and when a customer tries to access your site they will be presented with a message. You are able to enter in your own message or use a default message. You can also add an offline image. This could be your logo as an example. The rest of the information can be left as it will all be set up for you. 8

9 Metadata Settings Metadata will be used by Search Engine to index your site you will can edit this information. It is found on the right hand side of the pafe under Metadata Options. To find out what information can be entered in here see section Page Metadata in this manual. Edit a page You can amend any content needed within your pages. To do this, select Content from the main menu and then Article Manager as shown below. You will be presented with the list of the pages showing on your site. 9

10 Page content You will be presented with an easy to use text editor. If you have used a word processor before like Microsoft Word then a lot of the functions here work exactly the same. To add text simply click in the text box and start typing. You can then change size, colour, font and alignment. A few functions can be very useful to help you optimising your site: 10

11 Hyperlink A hyperlink allows you to create a link from a word to another website. Highlight the word you want to create a link from and click on the hyperlink icon:. URL Enter in here the full web address of the website you want to take your customer to. You can either type it in or cut and paste. Target Select Open in New Window. This will ensure that the website you are taking them to doesn t open over your website. Title Enter in the name of the website again but without the www or.com etc. 11

12 Image To add an image on a new page, click where you want your image to appear within the content area and click the image icon: To upload a new image select the upload icon as shown below. Click on Browse and select your picture. 12

13 Once you see your picture click on Upload as shown below. Finally to insert your picture click once one the picture name, make any changes to the alignment and size and click on insert as shown below. 13

14 Document You can also add a document onto your website for your clients/customers to download. Simply highlight the word you want to attach the document to and click on the attach file icon:. Like a picture click on the Upload icon. Like adding a picture click on Browse to find your picture and click on Upload once you have selected your picture. 14

15 As before with the picture, you need to click once on the document name to set all of the required information. You will be presented with the below message when you click on the document name. This is asking if you want to replace the word you highlighted at the start with the name of the document. Select No and the click on Insert Page Metadata Each page on your website should have a description and keywords. On the right hand side of your page you ll find the Metadata Information. Add a short page description in the Meta Description box. Finally add keywords for the page in the Meta Keywords box. The keywords should be specific to the page and what the page is for. Remember to separate your keywords with a comma and a space and to have no more than 5. Make sure you save all your changes. 15

16 New page Joomla has a specific hierarchy when creating a new page. You will first need to create a category and finally the new page which is called article. Category Click on the Content tab and go to Category Manager. Click on New:. as shown below. Enter in a name and an alias for the category. These can be the same as the page name you are going to create. Then click Save. 16

17 Article Click on the Content tab and go to Article Manager then Add New Article. At the top of the page you will see the information that needs to be filled out as shown below. Enter in a name for the page as well as an alias. Again these can be the same thing. Finally select the name of the category you created from the drop down box. Then Save. At this stage you can also start adding content to your page as shown before in this document as well as your page description and keywords. 17

18 Menu Navigation Now that you created a new page you will have to add it to the navigation of your site. Click on the Menus tab and go to Main Menu. Click on New:. Click on Select next to Menu Item Type 18

19 Now select Single Article as shown below. You can now give your menu button a name and alias as shown below. 19

20 Finally you can now select the article that will appear when you click on the menu button. Click on Select/Change next to Select Article as shown below. Select the article you want to attach to the menu button. Then Save and Close. 20

21 Contact Page Editing your contact page is slightly different than editing any other pages within your site due to the contact form. Click on the Menu tab and go to Main Menu. Click on Contact Us 21

22 Main Settings All of the settings can be found on the right hand side of the page. Basic Options Under the Basic Options tab you can edit what address the contact form is sent to as shown below. 22

23 Form Fields Form Fields is where you can change what the text says on the page and also what fields are available for the customer to fill. Events Once the query has been sent through, the enquirer will have to click one last time on Next to confirm their details. The Events section is what will allow you to change the text that they see. 23

24 Module Manager On your site, you might have what we call modules. Modules are usually not part of the main content area but are boxes with for example your contact details, or a call to action box. If you need to edit the content of those modules, you will need to click on the Extensions tab and go to Module Manager. Each module would have been named sensibly by your developer so you will know which one refers to which module on your site. 24

25 Update the content as necessary and Save. 25