CWCM Contributor Training. Denis Bacquelaine, Technical Consultant I.R.I.S. Solutions & Experts S.A.

Transcription

1 CWCM Contributor Training Denis Bacquelaine, Technical Consultant I.R.I.S. Solutions & Experts S.A.

2 Agenda Training objectives Training organisation Introduction to CWCM Objectives of the CWCM system Benefits of the CWCM system CWCM roles Introduction to the CWCM interface Contributors tasks More information

3 Agenda Training objectives Training organisation Introduction to CWCM Objectives of the CWCM system Benefits of the CWCM system CWCM roles Introduction to the CWCM interface Contributors tasks More information

4 Training objectives Understanding the CWCM system principles Understanding and ability to apply the conventions Ability to navigate in the content structure Ability to create and edit new Web content Ability to complete workflow tasks

5 Agenda Training objectives Training organisation Introduction to CWCM Objectives of the CWCM system Benefits of the CWCM system CWCM roles Introduction to the CWCM interface Contributors tasks More information

6 Training organisation Time schedule 09:00 11:00 11:15 12:30 14:00 15:30 15:45 17:00 Topics presentation Introduction Teacher s demonstration Student s practice Demo Practice

7 Agenda Training objectives Training organisation Introduction to CWCM Objectives of the CWCM system Benefits of the CWCM system The CWCM roles Introduction to the CWCM interface Contributors tasks More information

8 Introduction to CWCM CWCM = Corporate Web Content Management Provides the organisation with a means of putting contents online with relative ease. Used to manage Europa Sites

9 Introduction to CWCM Separation between content and layout Content provider Author XML Webmaster HTML Web users XSL developers XSL & PST

10 Agenda Training objectives Training organisation Introduction to CWCM Objectives of the CWCM system Benefits of the CWCM system The CWCM roles Introduction to the CWCM interface Contributors tasks More information

11 Objective of the CWCM Provide a strong infrastructure for hosting a large number of websites. Reduce the time needed to create new web sites Ensure homogeneity between the different sites by using standard content types Facilitate quality check via a central repository of content Ensure a uniform look by retaining EC s corporate identity or branding centrally

12 Agenda Training objectives Training organisation Introduction to CWCM Objectives of the CWCM system Benefits of the CWCM system The CWCM roles Introduction to the CWCM interface Contributors tasks More information

13 Benefits of the CWCM Browser based: accessible in EC network Easy to use interface Improved collaboration and reuse Secured and centralized content Quality check done at beginning of process More homogeneity between all web sites Pages complying with the IPG rules

14 Agenda Training objectives Training organisation Introduction to CWCM Objectives of the CWCM system Benefits of the CWCM system CWCM roles Introduction to the CWCM interface Contributors tasks More information

15 CWCM Roles Author Create, edit, update, review contents Manager Author s functionalities Review content and authorise publishing (XSL) Developer Manager functionalities Define presentation layout Webmaster (XSL) Developer functionalities Manage sub-site

16 Agenda Training objectives Training organisation Introduction to CWCM Objectives of the CWCM system Benefits of the CWCM system CWCM roles Introduction to the CWCM interface Contributors tasks More information

17 Introduction to the CWCM interface Navigation interface CWCM editor

18 Introduction to the CWCM interface Navigation interface Quick search Quick menu Filter options Application menu bar Breadcrumbs Content structure Display and work area

19 Web page: separation of presentation and

20 content

21 Introduction to the CWCM interface CWCM content editor Tab folders

22 Agenda Training objectives Training organisation Introduction to CWCM Objectives of the CWCM system Benefits of the CWCM system CWCM roles Introduction to the CWCM interface Contributors tasks More information

23 Contributors tasks Log in / Log out Use and understand the content structure Select and deselect item(s) Apply action to item(s) Create new content View web page Validate and publish content Modify content Regenerate content Manage content versions Translate content

24 Contributors tasks Login / Logout To log in Enter credentials 3. Select repository (wcmtrain for training) To log out

25 Contributors tasks Use and understand the content structure (1/2) Cabinet - Internet & Intracomm Domain Subsite Site contents Folder Documents, images, scripts...

26 Contributors tasks Use and understand the content structure (2/2) Content (XML) and lay-out (XSL) Parallel structure Lay-out inheritance except when specified

27 Contributors tasks Select and deselect item(s) To select item(s) Click the item in content area. Shift+click to select multiple adjacent items. Ctrl+click to select multiple non-adjacent items. Ctrl+A to select all content items in a list. To deselect item(s) Press Esc.

28 Contributors tasks Apply action to selection (1/4) Use your preferred method Use dropdown menu Use pop-up menu Use shortcut

29 Contributors tasks Apply action to selection (2/4) Use drop down menu 1. Select item(s) 2. Click a menubar option (File/EditView/tools) 3. Select command

30 Contributors tasks Apply action to selection (3/4) Use pop-up menu 1. Select item(s) 2. Right click 3. Select an option from the pop-up

31 Contributors tasks Apply action to selection (4/4) Use shortcut 1. Select item(s) 2. Use appropriate keystrokes Demo Practice

32 Contributors tasks Create new content (1/4) 1. Select action «New content» (File / New content) 2. Select Standard templates for authors 3. Select appropriate template 4. Fill in the content information

33 Contributors tasks Create new content (2/4) Short content A simple, short document Most frequently used content type Event A document describing an upcoming (or past) event Property start date and Property end date FAQ A document containing a list of questions and answers Gallery A document containing a list of images or other media items Agenda List of events (with organisation, geographical region, full address, author ) Chapter Logical set of pages: multipaged Newsletter List of articles (with author, audience ) Speech Summary of speech (with speech date, organisation, geographical region, full address, name of speaker )

34 Contributors tasks Create new content (3/4) 1. Select tab folders 2. Fill in fields 3. Add and format content 4. Save your new content Demo Practice

35 Contributors tasks Create new content (4/4) Content = content + metadata Metadata inform about the content Description title, keywords, types, language, target audience, subject Management historical version, validity period, author, status Technical file format, size, location, creation date Content

36 Naming conventions For all names included in web page URL (File or Folder) <name>_<zz.>.<extension> where <name> contains alphanumeric, underscore, <zz> = linguistic extension <extension> = xml, pdf, jpeg, Example index_en.xml agenda_meeting_ _fr.pdf

37 Links & References Unmanaged links External to CWCM Managed State and language sensitive Automatic renewal of the references when: Target is moved Target is renamed Target changes state Target is deleted Translation for target is added

38 View web page 1. Select the content to view 2. Right click and select Web View Content with layout is displayed in a new browser window Demo Practice

39 Review, approve and publish content (1/3) Content status: WIP (Work in progress): preview version during edition process Staging = available in staging environment Approved = ready, not published yet Active = published in production environment Expired = removed from production and from staging Security changes according to content status

40 Review, approve and publish content (2/3) Workflow WIP (Work in Progress) Staging Approved Active

41 Review, approve and publish content (3/3) To start and define the Workflow 1. Click the Start workflow icon in front of the content to publish 2. Enter information about the workflow 3. Indicate the workflow actors 4. Select additional files 5. Add comments for the actors Demo Practice

42 Contributors tasks Modify content (1/2) 1. Right click the content to edit 2. Select Edit From the pop-up menu 3. Modify the content 4. Save your content

43 Contributors tasks Modify the content (2/2) Check out reserves the content to yourself Check in releases the content Indicated in the content list Note: Save content from the editor = Check in

44 Contributors tasks Regenerate content (1/2) Force HTML re-rendition when necessary 1.Right click the content to regenerate 2.Select Regenerate from the pop-up menu

45 Contributors tasks Regenerate content (2/2) Regenerate documents in a subsite Select Tools /Regeneration /Selected subsite Regenerate documents in a subsite recursively Select Tools/Regeneration/Selected subsite and child subsites Regenerate a document (or several documents) Select Tools/Regeneration/Selected documents Regenerate a document and its translations Select Tools/Regeneration/All languages Regenerate documents with certain criteria Select Advanced Search

46 Contributors tasks Manage content versions (1/3) Metadata and content Keeps track of modifications New minor version at Save Approved, Active Staging 2.2 WIP New major version at Edition of Approved or Active version Minor version Major version

47 Contributors tasks Manage content versions (2/3) 1. Right click the content to manage 2. Select View / Versions

48 Contributors tasks Manage content versions (3/3) Reuse a previous version 1.Select the content version to reuse 2.Right click 3.Select Reinstate Compare versions 1.Select the content versions to compare 2.Right click 3.Select Diff compare from the pop up menu Needs external software installed on the PC Demo Practice

49 Contributors tasks Translate content (1/2) Same name and extension(.xml,.pdf etc) Varying linguistic extension 1 master version Automatic addition of new translation on website (language drop down) Example French translation of agenda_meeting_ _en.xml => Creation of content agenda_meeting_ _fr.xml

50 Contributors tasks Translate content (2/2) To create a translation 1.Select the content to translate 2.Right click 3.Select Language versions/add from the pop-up menu 4.Translate the metadata and content Demo Practice

51 Agenda Training objectives Training organisation Introduction to CWCM Objectives of the CWCM system Benefits of the CWCM system The CWCM roles Introduction to the CWCM Interface Contributors tasks More information

52 More information Europa Management Helpdesk European Commission DG COMM Unit A MADO 06/098 B-1049 Brussels/Belgium europamanagement@ec.europa.eu Web:

53 Questions & Answers