File: SiteExecutive 2013 Core Modules User Guide.docx Printed September 30, 2013

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1 File: SiteExecutive 2013 Core Modules User Guide.docx Printed September 30, 2013 Page i Contact: Systems Alliance, Inc. Executive Plaza III McCormick Road, Suite 1203 Hunt Valley, Maryland Phone: / 877.SYSALLI Fax: SiteExecutive Version 2013 Core Modules User Guide Revised September 2013

2 Table of Contents 1 CORE MODULES USING MODULES INSERTING MODULES 1 2 CURRENT TIME MODULE INSERTING THE CURRENT TIME MODULE ACCESSING CURRENT TIME MODULE PROPERTIES DELETING CURRENT TIME MODULE 5 3 CONTENT SEARCH (TARGETED) MODULE INSERTING THE CONTENT SEARCH (TARGETED) MODULE Search Target Mode Search Mode ACCESSING CONTENT SEARCH (TARGETED) MODULE PROPERTIES DELETING CONTENT SEARCH (TARGETED) MODULE 12 4 DHTML LINK MENU MODULE INSERTING THE DHTML LINK MENU MODULE Add a Link Add a Submenu Add a Link to a Submenu Insert a Separator Position a Menu Item Edit a Menu Item Delete a Menu Item ACCESSING DHTML LINK MENU PROPERTIES DELETING DHTML LINK MENU MODULE 21 5 FEATURED CONTENT MODULE INSERTING THE FEATURED CONTENT MODULE ON A PAGE PROMOTING A PAGE FOR FEATURE ON ANOTHER PAGE APPROVING THE FEATURED CONTENT PAGES FOR DISPLAY ON ANOTHER PAGE VIEWING THE FEATURED CONTENT MODULE ON THE PAGE ACCESSING FEATURED CONTENT MODULE PROPERTIES DELETING FEATURED CONTENT MODULE 27 6 HTTP PASSTHROUGH MODULE INSERTING THE HTTP PASSTHROUGH MODULE ACCESSING HTTP PASSTHROUGH MODULE PROPERTIES DELETING HTTP PASSTHROUGH MODULE 29 7 LAST PUBLISHED MODULE INSERTING THE LAST PUBLISHED MODULE ACCESSING LAST PUBLISHED MODULE PROPERTIES DELETING LAST PUBLISHED MODULE 31 8 NAVIGATION MODULE INSERTING THE NAVIGATION MODULE HIERARCHICAL RULES NAVIGATION MANAGEMENT Dynamic Navigation Populate Link List 35

3 File: SiteExecutive 2013 Core Modules User Guide.docx Printed September 30, 2013 Page iii Link Assignment ACCESSING NAVIGATION MODULE PROPERTIES DELETING NAVIGATION MODULE 38 9 OBJECT INCLUSION MODULE INSERTING THE OBJECT INCLUSION MODULE ACCESSING OBJECT INCLUSION MODULE PROPERTIES DELETING OBJECT INCLUSION MODULE PRINT THIS PAGE MODULE INSERTING THE PRINT THIS PAGE MODULE ACCESSING PRINT THIS PAGE MODULE PROPERTIES DELETING PRINT THIS PAGE MODULE SEND TO A FRIEND MODULE INSERTING THE SEND TO A FRIEND MODULE ACCESSING SEND TO A FRIEND MODULE PROPERTIES DELETING SEND TO A FRIEND MODULE SITE INFORMATION MODULE INSERTING THE SITE INFORMATION MODULE ACCESSING SITE INFORMATION MODULE PROPERTIES DELETING SITE INFORMATION MODULE SITE MAP MODULE INSERTING THE SITE MAP MODULE ACCESSING SITE MAP MODULE PROPERTIES DELETING SITE MAP MODULE SITE OUTLINE MODULE INSERTING THE SITE OUTLINE MODULE ACCESSING SITE OUTLINE MODULE PROPERTIES DELETING SITE OUTLINE MODULE WHAT S NEW, WHAT S HERE, SEE ALSO MODULES ESTABLISH ON A TEMPLATE ADD LINKS MODULE ADMINISTRATION Edit Links Delete Links Change Link Order SITEEXECUTIVE 2013 PERMISSIONS 62

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5 File: SiteExecutive 2013 Core Modules User Guide.docx Page 1 Printed September 30, Core Modules 1.1 Using Modules SiteExecutive modules are components that let non-technical users add dynamic functionality to Web pages or templates. Note: Users will only have access to those modules for which they have been granted permission. Modules fall into two broad categories: General Content Management and Add-On modules: These include modules that display site outlines, paths to pages, time and date, drop-down menus, linking tools, etc. These modules are written by Systems Alliance, Inc. Custom modules: These modules assist in automating tasks that typically require the use of and/or understanding of significant amount of code and server configurations and are specific to each client s needs. These modules are written by Systems Alliance, Inc. and clients. 1.2 Inserting Modules To insert modules on a page: 1. Select the desired page in SiteExecutive Site Tree. 2. Select the Preview/Edit tab. 3. Click Edit Page. 4. Click in the page where the module will be inserted. 5. Click the Insert a Module tool. The Insert Module dialog box will appear. 6. Select the desired module in the Module: drop-down list. 7. Select OK. 8. Fill in any required information and click Save.

6 Note: Modules may appear with extra spaces around in different Web browsers. Placing modules in <div> tags and table cells will allow modules to co-exist in a controlled manner. When modules are inserted on pages, they should be previewed in other browsers to ensure that desired spacing is established. 1.3 Keeping Track of Modules To find all locations a module is used: 1. Select Modules/Applications in the Site Tree. 2. Select Modules Select a specific Module. 5. Click the Usage tab. 6. Here, users will be able to select whether to view all Pages or Templates that the module has been used on. 7. The user will also be able to click Print in order to display a printer friendly version of the results. 2 Current Time Module 2.1 Inserting the Current Time Module The Current Time module will display the time and/or date every time a page is loaded. The time and/or date are based on the server time and do not need to be updated manually. To insert the Current Time module: 1. Select the desired page in SiteExecutive Site Tree. 2. Select the Preview/Edit tab. 3. Click Edit Page. 4. Click in the page where the module will be inserted.

7 File: SiteExecutive 2013 Core Modules User Guide.docx Page 3 Printed September 30, Click the Insert a Module tool. The Insert Module dialog box will appear. 6. Select Current Time in the Module: drop-down list. 7. Click Insert. The Module Properties dialog box will appear. 8. Enter information in the available fields. The fields available are: Date Fieldset: Time Fieldset: Format: Defines the date format. Style: Defines the date s style depending on the style sheet applied to the template. Format: Defines the time format. Style: Defines the time s style depending on the style sheet applied to the template. 9. Click Save. The Current Time module will appear on the page.

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9 File: SiteExecutive 2013 Core Modules User Guide.docx Page 5 Printed September 30, Accessing Current Time Module Properties To access Current Time module properties: 1. Select the desired module while the page is in edit mode. 2. Right-click on the module. 3. Select Current Time. The Module Properties dialog box will appear. 2.3 Deleting Current Time Module To delete Current Time module: 1. Select the desired module while the page is in edit mode. 2. Right-click on the module. 3. Select Delete Module. The selected module will be removed. 3 Content Search (Targeted) Module The Content Search (Targeted) module introduces a search interface to a page. The underlying indexes are built dynamically after the page is approved. The search is handled by Verity via ColdFusion. When the Content Search (Targeted) module is inserted and the page is approved and published, this module will allow visitors to search content. The Content Search (Targeted) module allows results to be displayed on a separate page. 3.1 Inserting the Content Search (Targeted) Module Search Target Mode When configuring the Content Search (Targeted) module, first a search results page needs to be specified. On the results page, Content Search (Targeted) module should be inserted in Search Target Mode. To insert the Content Search (Targeted) module in Search Target mode: 1. Select the desired page in SiteExecutive Site Tree. 2. Select the Preview/Edit tab. 3. Click Edit Page. 4. Click in the page where the module will be inserted. 5. Click the Insert a Module tool.

10 The Insert Module dialog box will appear. 6. Select Content Search (Targeted) in the Module: dropdown list. 7. Click OK. The Module Properties dialog box will appear. 8. Select Search Target Mode from the Select Mode: dropdown list. A warning message will appear.

11 File: SiteExecutive 2013 Core Modules User Guide.docx Page 7 Printed September 30, Click OK to continue. A preview of the results as they will appear to visitors will become available. 10. Click Properties to modify the properties of the results. Several tabs will become available. The tabs, along with the available functions in each tab are defined as follows: General Container Style: Defines the font style for the search box. Table Style: Determines the font style for the headings.

12 Default Style: Determines the default style for all text. Included Sites: Lists the sites that are currently included for searching. Excluded Sites: Lists the sites that are excluded from Verity. Top Message Style: Determines the font style for the message that appears at the top of the search results. Header Style: Determines the font style for the header. Item: Displays the results in an ordered list. Relevance: Displays the probability that the result contains relevant information based on the searched term (as calculated by Verity search engine). Title: Displays the page title. Summary: Displays the page summary. This summary is obtained from the page properties. If no summary was entered, information found by Verity will appear. Body Odd Row Style: Determines the font style for text in the odd rows. Even Row Style: Determines the font style for text in the even rows. Link Style: Determines the font style for text that appears as links (such as the page title). Results Per Page: Refers to the number of results that will appear. Foot Message General Style: Refers to font style of text at the footer. This excludes text that will appear as links or numbers. Link Style: Determines the font style for links at the footer. Selected Number Style: Determines the font style for numbers displayed in the footer. 11. Click Save. The Content Search (Targeted) module will appear on the page while the page is in edit mode. This module only depicts how results will display on the selected page. The module must be placed on any page where search results will appear.

13 File: SiteExecutive 2013 Core Modules User Guide.docx Page 9 Printed September 30, 2013 Note: This module does not display in preview mode. The module will not appear on the published page. The results will only display when a search is performed Search Mode Once a search results page has been configured, the module can be inserted in the Search Mode on a page or template, and the created results page can be assigned. To insert the Content Search (Targeted) module in Search mode: 1. Select the desired page in SiteExecutive Site Tree. 2. Select the Preview/Edit tab. 3. Click Edit Page. 4. Click in the page where the module will be inserted. 5. Click the Insert a Module tool. The Insert Module dialog box will appear. 6. Select Content Search (Targeted) in the Module: dropdown list.

14 7. Click OK. The Module Properties dialog box will appear. 8. Enter information in the available fields. The fields available are: Select Mode: Establishes how the module will be used on the page. If the module is being placed on the page to display a search interface for visitors, Search Mode should be selected. If the module is being placed on the page in which the results will appear, Search Target Mode should be selected. Search Target Mode will be discussed in more detail in the next section. Result Page: Defines the page on which results will appear. This allows content editors to select a page from SiteExecutive Site Tree to display results on a completely separate page. Container Style: Defines the style for the search box.

15 File: SiteExecutive 2013 Core Modules User Guide.docx Page 11 Printed September 30, 2013 Input Box Style: Defines the font style for the text entered in the search box by visitors. Button Position: Determines the location of the search button relative to the search box. Set Focus: Positions the cursor on the search box. Button Style: Determines the font style for the search button title. Alt Text: Displays text when the mouse pointer is placed on the search button. Use Image Button: Allows an icon to be used instead of text for the search button. Button Text: Refers to the text, which will appear on the search button. Advance Search Box: Provides advanced search options. This tool introduces a search box with specific search options. Advance Search Box Position: Determines the location of the advance search box. Advance Box Style: Defines the style for the advance search box. 9. Click Save. The Content Search (Targeted) module will appear on the page. The search results will not display until the result s properties are determined. To establish the properties for the results, the Content Search (Targeted) module must be inserted on the page with the Search Target Mode values defined. 3.2 Accessing Content Search (Targeted) Module Properties To access Content Search (Targeted) module properties: 1. Select the desired module while the page is in edit mode. 2. Right-click on the module. 3. Select Content Search (Targeted).

16 The Module Properties dialog box will appear. 3.3 Deleting Content Search (Targeted) Module To delete Content Search (Targeted) module: 1. Select the desired module while the page is in edit mode. 2. Right-click on the module. 3. Select Delete Module. The selected module will be removed. 4 DHTML Link Menu Module The DHTML Link Menu Module allows for the creation of structured navigation menus, submenus and links that site visitors can use to navigate through a website. Note: SiteExecutive DHTML menus will not display in Mac browsers lower than Netscape 6.1, 7.x and IE Inserting the DHTML Link Menu Module To insert the DHTML Link Menu module: 1. Select the desired page in SiteExecutive Site Tree. 2. Select the Preview/Edit tab. 3. Click Edit Page. 4. Click in the page where the module will be inserted. 5. Click the Insert a Module tool. The Insert Module dialog box will appear. 6. Select DHTML Link Menu from the Module: drop-down list. 7. Click OK.

17 File: SiteExecutive 2013 Core Modules User Guide.docx Page 13 Printed September 30, 2013 The Module Properties dialog box will appear. 8. Enter information in the available fields. The fields available are: Orientation: Allows the submenus to appear to the top, bottom, left or right of the main menu. This defines where the menus will appear on the Website. Link: Allows the selection of a link for the top-level page. A link is required for the top-level menu. If no link is desired, use of the page where the menu will appear is recommended. Menu Type: Allows for the top menu to be displayed in text or with an image. If Image is selected, the following options become available: o o o Select: Allows the selection of an image from SiteExecutive Site Tree. Alt Text: Displays text when the mouse pointer is placed on the image. Enable Rollover: Allows a second image to display when the mouse pointer is placed on the initial image. If Text is selected, the following options will become available: o o o o Title: Displays a menu title. Style: Refers to the style for the title. Rollover Color: Refers to the rollover color for the title. Underline Rollover: Displays a line beneath the title when the mouse pointer is placed on the title. Font Style: Refers to the text style within the menus. Menu Outline: Displays an outline break between the top menu and subsequent menus. Outline Color: Refers to the color of the outline break between the top menu and subsequent menus.

18 Item Color: Displays background color of menu items. Menu Width: Refers to the size of the menu. Size is measured in pixels. Outline Width: Refers to the width of the outline break between the top menu and subsequent menus in pixels. Highlight Color: Displays a color over information when the pointer is placed over the information. A preview will appear in the preview area. Once the fields are complete and a top-level page has been selected, content editors may add submenu items, which will allow for further extension. Content editors also have the option of adding links, which do not allow for further extension of the menu Add a Link To add a link to the menu: 1. In the DHTML Link Menu Properties dialog, click the New Link icon below the preview area. The Add Menu Item dialog box will appear. 2. Enter information in the available fields. The fields available are: << = required field Title<<: Refers to the title of the link. Link<<: Allows the selection of an internal or external link. Open in new window?<<: Opens the link in new window. 3. Click Save. 4. Add subsequent links to the menu if desired. The menu with added link(s) will appear in the preview area.

19 File: SiteExecutive 2013 Core Modules User Guide.docx Page 15 Printed September 30, Add a Submenu To add submenu items: 1. In the DHTML Link Menu Properties dialog, click the New Submenu icon below the Preview window. The Add Menu Item dialog box will appear. 2. Enter information in the available fields. The available fields are: << = required field Title<<: Refers to the title of the link. Link: Allows the selection of an internal or external link. Width: Refers to the horizontal size in pixels for the submenu. 3. Click Save. 4. Add subsequent submenus if desired. The submenu items will appear under the top-level menu item in the preview area.

20 4.1.3 Add a Link to a Submenu To add a link to a submenu: 1. In the DHTML Link Menu Properties dialog, select a submenu by double clicking on it in the Preview window. The submenu will be isolated from the menu and will be highlighted in orange. 2. Click the New Link icon below the preview area. The Add Menu Item dialog box will appear.

21 File: SiteExecutive 2013 Core Modules User Guide.docx Page 17 Printed September 30, Enter information in the available fields. The fields available are: << = required field Title<<: Refers to the title of the link. This field is required. Link<<: Allows the selection of an internal or external link. This field is required. Open in new window?<<: Opens the link in new window. This field is required. 4. Click Save. 5. Add subsequent links to the submenu if desired. The links will appear below the submenu. 6. To exit the submenu, double click the submenu. The top level of the menu is shown Insert a Separator To insert a separator: 1. In the DHTML Link Menu Properties dialog, click the Separator icon below the Preview window.

22 A separator will appear at the end of the menu Position a Menu Item To position a menu item: 1. In the DHTML Link Menu Properties dialog, click the menu item to be moved. The menu item will be highlighted in red. 2. Use the Move Up and Move Down icons below the Preview dialog to move the menu item in the list.

23 File: SiteExecutive 2013 Core Modules User Guide.docx Page 19 Printed September 30, When the menu item is in the desired location, click the item again to deselect it. The menu item will show in the desired position Edit a Menu Item To edit a menu item: 1. In the DHTML Link Menu Properties dialog, click the menu item to be edited. The menu item will be highlighted in red. 2. Click the Edit icon below the Preview window. The Edit Menu Item dialog appears.

24 3. Make the desired changes and click Save. 4. When the menu item has been edited, click the item again to deselect it Delete a Menu Item To delete a menu item: 1. In the DHTML Link Menu Properties dialog, click the menu item to be deleted. The menu item will be highlighted in red. 2. Click the Delete icon below the Preview window. The menu item is deleted. 4.2 Accessing DHTML Link Menu Properties To access DHTML Link Menu properties: 1. Select the desired module while the page is in edit mode.

25 File: SiteExecutive 2013 Core Modules User Guide.docx Page 21 Printed September 30, Right-click on the module. 3. Select DHTML Link Menu Properties. The Module Properties dialog box will appear. 4.3 Deleting DHTML Link Menu Module To delete DHTML Link Menu module: 1. Select the desired module while the page is in edit mode. 2. Right-click on the module. 3. Select Delete Module. The selected module will be removed. 5 Featured Content Module The Featured Content module allows users to suggest a page as a featured link on another page. The Featured Content module has an approval process built in, which allows the owner of the second page to approve or reject the suggested page to be featured. Once the suggested page is approved for feature, the module will display the featured page as a link. Note: The module first needs to be inserted on the page on which the featured links will be displayed. The module will behave as a placeholder until featured pages are approved for display. 5.1 Inserting the Featured Content Module on a Page This step is completed on the page where featured content will appear. To insert the Featured Content module: 1. Select the desired page in SiteExecutive Site Tree. 2. Select the Preview/Edit tab. 3. Click Edit Page. 4. Click in the page where the module will be inserted. 5. Click the Insert a Module tool. The Insert Module dialog box will appear. 6. Select Featured Content in the Module drop-down list.

26 7. Click OK. The Module Properties dialog box will appear. 8. Enter information in the available fields. The fields available are: Title: Title of the featured content text box. The default title is Featured Content and will be used if this field is left blank. Outline Color: Displays the selected color as an outline around the featured content. Outline Width: Refers to the width of the border in pixels. Module Width: Refers to the horizontal size of the featured content box in pixels. Text Style: Refers to the style of the header. Background Color: Displays the selected color in the header background. Alignment: Refers to the position of the header. Link Style: Refers to the style of the Featured Content links. Description Style: Refers to the style of the description.

27 File: SiteExecutive 2013 Core Modules User Guide.docx Page 23 Printed September 30, 2013 Background Color: Displays a background color for the links. Show Bullet: Displays bullets beside the links. 9. Click Save. Note: The module will NOT display on the page until featured content for that page has been approved by the page owner. 5.2 Promoting a Page for Feature on Another Page This step is completed for all pages that will be featured on another page. To promote a page for feature on another page: 1. Select the desired page in SiteExecutive Site Tree. 2. Select the Desktop tab. 3. Double-click Suggest Featured Content in the information area. The Suggest Featured Content dialog box will appear. The Suggest tab will appear by default. 4. Enter information in the available fields. The fields available are: << = required field

28 Page(s)<<: Page(s) on which the featured content will appear. Multiple pages may be selected. Published pages containing the Featured Content module will appear. Start Date<<: Refers to the date that the featured item should appear. End Date<<: Refers to the date that the featured item should disappear. Priority<<: Assigns an importance level to the featured item. Title<<: Name of the featured item. Description: Displays a summary for the item. The summary will appear on the published page when the featured content is approved. 5. Click Save. The page will appear in the Pending tab. Note: The Pending tab and Featured tab are available to identify the pages on which the featured content is pending for display and the pages on which the featured content is displayed. 5.3 Approving the Featured Content Pages for Display on another Page Page owners must approve all featured content before it appears on the published page. To approve featured content: 1. Select the page that featured content has been suggested to (the page with the Featured Content module on it.) 2. Select the Desktop tab. 3. Double-click Manage Featured Content in the information area. Note: This option will only be available when featured content has been chosen for display on the page. The Manage Featured Content window will appear. The Approval tab will appear by default. The tab will display pages that have been suggested for feature on the selected page.

29 File: SiteExecutive 2013 Core Modules User Guide.docx Page 25 Printed September 30, Click the Manage icon in the Actions column. The link for suggested content may be clicked to view the featured content prior to approval. (The suggested page must be published for viewing content.) The Approve Feature dialog box will appear. 5. Verify the properties for the featured content. 6. Click Approve to approve the content for display or click Reject to disapprove the content.

30 The Featured tab appears. The Featured tab displays the pages that are featured on the page. Once approved for feature, featured content properties may be edited. The featured content may also be cancelled. 5.4 Viewing the Featured Content Module on the Page To view the Featured Content module on the page: 1. Select the page with the Featured Content module. 2. Select the Preview/Edit tab. The Featured Content module will appear on the page. 5.5 Accessing Featured Content Module Properties To access the Featured Content module properties: 1. Select the desired module while the page is in edit mode. 2. Right-click on the module. 3. Select Featured Content. The Module Properties dialog box will appear.

31 File: SiteExecutive 2013 Core Modules User Guide.docx Page 27 Printed September 30, Deleting Featured Content Module To delete Featured Content module: 1. Select the desired module while the page is in edit mode. 2. Right-click on the module. 3. Select Delete Module. The selected module will be removed. 6 HTTP Passthrough Module The HTTP Passthrough module is inserted on a page to display content from other Websites. The module allows content from external sites to be embedded on a SiteExecutive page. A fully qualified or absolute URL is necessary for the Website content to be inserted. The HTTP Passthrough displays active content from the external URL each time the page is displayed. 6.1 Inserting the HTTP Passthrough Module To insert the HTTP Passthrough module: 1. Select the desired page in SiteExecutive Site Tree. 2. Select the Preview/Edit tab. 3. Click Edit Page. 4. Click in the page where the module will be inserted. 5. Click the Insert a Module tool. The Insert Module dialog box will appear. 6. Select HTTP Passthrough from the Module: drop-down list. 7. Click OK. The Module Properties dialog box will appear.

32 8. Enter information in the available fields. The available fields are: URL: Allows the entry of a fully qualified URL ( or an absolute URL (/myexcludedpage.htm). Display error messages: Displays error messages when the page is not found. Include body content only: Embeds only the main content of the external site. This strips out html and head tags, including their content and the open and close body tags. Only the body s inner HTML will be displayed when this is selected. Strip JavaScript: Removes all JavaScript from external content. Cache Interval: Allows a user to define an cache interval duration to the URL being passed-through. Rules to note about caching: If a value greater than 0 is defined for cache interval, SiteExecutive will only cache the URL once. For example, if multiple instances of HTTP Passthrough exist with same URL, only one cache will exist. Furthermore, if there are query parameters appended to a duplicate URL, a new cache file will exist for the query parameters. 9. Click Save. The HTTP Passthrough module will appear on the page. When the page is saved and closed, the information from the external site will appear embedded on the page.

33 File: SiteExecutive 2013 Core Modules User Guide.docx Page 29 Printed September 30, Accessing HTTP Passthrough Module Properties To access the HTTP Passthrough module properties: 1. Select the desired module while the page is in edit mode. 2. Right-click on the module. 3. Select HTTP Passthrough. The Module Properties dialog box will appear. 6.3 Deleting HTTP Passthrough Module To delete HTTP Passthrough module: 1. Select the desired module while the page is in edit mode. 2. Right-click on the module. 3. Select Delete Module. The selected module will be removed. 7 Last Published Module The Last Published module is inserted on a page to automatically display the last published date and/or time of the page. 7.1 Inserting the Last Published Module To insert the Last Published module: 1. Select the desired page in SiteExecutive Site Tree. 2. Click the Preview/Edit tab. 3. Click Edit Page. 4. Click in the page where the module will be inserted. 5. Click the Insert a Module tool. The Insert Module dialog box will appear. 6. Select Last Published from the Module: drop-down list.

34 7. Click OK. The Module Properties dialog box will appear. 8. Enter information in the available fields. The available fields are: Date Fieldset: Format: Refers to the date format. Style: Refers to the style of the text. Time Fieldset: Format: Refers to the time format. Style: Refers to the style of the text. 9. Click Save. The Last Published module will appear on the page. 7.2 Accessing Last Published Module Properties To access the Last Published module properties:

35 File: SiteExecutive 2013 Core Modules User Guide.docx Page 31 Printed September 30, Select the desired module while the page is in edit mode. 2. Right-click on the module. 3. Select Last Published Properties. The Module Properties dialog box will appear. 7.3 Deleting Last Published Module To delete Last Published module: 1. Select the desired module while the page is in edit mode. 2. Right-click on the module. 3. Select Delete Module. The selected module will be removed. 8 Navigation Module The Navigation module allows site administrators to create context-sensitive navigation for a SiteExecutive site. Using the Navigation module, administrators can easily manage different robust navigational menus at site or folder levels. 8.1 Inserting the Navigation Module The Navigation module can only be inserted on a template. There are three menu types to choose the presentation of the module. There is also a Start and End level field which allows for restriction of which levels of navigation to display. Within each menu type there are two important indicators which makes this navigational list builder context-sensitive. To insert Navigation module on template: 1. Select a template designated for the Navigation module. 2. Select the Preview/Edit tab. 3. Click Edit Template. 4. Click in the template where the module will be inserted. 5. Click the Insert Module tool. 6. Select Navigation in the Module drop-down list.

36 7. Click OK. The Navigation Properties dialog box will appear. 8. Select the Menu Type. The options are defined as follows: Div mode: The module will wrap each individual level of the navigation list in its own independent <div> tag. This menu type will not display the navigation list in a hierarchical view, however will apply an indicator to each active node and active path. List mode: The module will output a nested unordered list(<ul>) within a <div> tag to display the appropriate navigation list. This menu type will display a hierarchical view of the navigation list, as well as apply the active node and active path indicators. DivList mode: This menu type is a hyrbid of the first two described. The module will output the first level of the navigation list in a <div> tag. The remaining sub-levels will be wrapped in nested unordered lists(<ul>). All levels will then be wrapped in a <div> tag as well. It will also display a hierarchical view within the unordered lists, and apply the active node and active path indicators to the entire mode. 9. Optionally configure the Relative Constraints.

37 File: SiteExecutive 2013 Core Modules User Guide.docx Page 33 Printed September 30, 2013 Start Level: This field allows a user to specify an integer value to identify which level of navigation to begin displaying in the instance of the module. Note: If left blank, it will assume the start is the top level. End Level: This field allows a user to specify an integer value to identify which level of navigation to stop displaying in the instance of the module. Note: If value is the same as start, it will only output that exact level. If left blank, it will assume no end constraint and display as many levels as defined in Navigation module. 10. Optionally configure the fields within the Specify alternate HTML tag class attributes fieldset. The fields are defined as follows: <div> wrappers: Applies the style class to each <div> tag within the Navigational list. The first div will append a number 1 to the end of the defined style class. All remaining nested <div> tags will append numbers in succession to the end of the defined style class. <li> for the active path-applies the style class to each Navigational item that is within the path to the object that is being viewed <li> for the active node-applies the style class to the Navigational item that is currently being viewed. 11. Press Save. Note: This template must be republished for the module to become active on the template. 8.2 Hierarchical Rules The Navigation module will interpret all link assignments and display them in a hierarchical view. Users can define link assignments at the site and folder level. The type of objects that can be defined as link assignments are SiteExecutive folders, pages, all binary files, and applications. The SiteExecutive folder structure inherently provides a hierarchy and the module will use this parent-child relationship. However, at each folder level, sub-folders must be defined as link assignments for this to take effect. Also, each folder must contain a default SiteExecutive page (an index.html page) for navigation to function correctly. The Navigation module will build the hierarchy from the bottom up and will stop if: The site has been reached

38 The parent folder does not have any link assignments defined A folder has the Top Level property enabled 8.3 Navigation Management Link assignments can be defined at both the folder and site level. There are three ways in which link assignments can be created: Dynamic Navigation Assignments Automatically Populate Link List Assignments Manual Link Assignment Dynamic Navigation A user can select Enable Dynamic Navigation at the site or folder level. When this option is enabled, existing and newly published pages will automatically display in the navigation list for the site or folder. For example, if a user moves an active page into a folder that has dynamic navigation assigned, the page will automatically show up in the navigation for that folder. The page does not need to be republished first. Note: There is no visual cue for the link assignments generated and displayed by the Enable Dynamic Navigation option. To Enable Dynamic Navigation: 1. Select a site or folder. 2. Select the Navigation tab. The Navigation tab is loaded. 3. Select the Enable Dynamic Navigation checkbox. 4. Select a Placement option. Append to Navigation List: Appends all active pages to the navigation list of manually defined link assignments.

39 File: SiteExecutive 2013 Core Modules User Guide.docx Page 35 Printed September 30, 2013 Prepend to Navigation List: Prepends all active pages to the navigation list of manually defined link assignments. 5. Select a Sort Order. 6. Press Save. Dynamic navigation is enabled on the site or folder Populate Link List A user can execute Populate Link List to automatically generate all objects within the folder to display in the navigation list. To Populate Link List: 1. Select a site or folder. 2. Select the Navigation tab. The Navigation tab is loaded. 3. Select a Sort Order within the Populate Link List Below with Folder Contents fieldset. 4. Press Execute. Note: If Page Title is selected as Sort Order, only Pages will be added to Navigation list when performing a Populate Link List.

40 8.3.3 Link Assignment A user can manually assign internal and external links to appear on a navigation list. Link assignments can be: internal links that appear as direct children within the folder, internal links of objects that do not appear in the folder, and external links. All objects defined in the navigation will display in the navigation list when viewing an object defined in the navigation, regardless of where the object is located in the site tree. For example, if a page is defined in the navigation of a folder other than its parent folder, it will show in the navigation list on all pages defined in the navigation of that folder. To assign a New Link Assignment: 1. Select a site or folder 2. Select the Navigation tab. The Navigation tab is loaded. 3. In the New Link Assignment fieldset, use the link widgets to select an internal or external link. 4. Select a link and press OK. The Link Text field and Open In New Window are optional fields. Link Text: This field will replace the Page/Folder title or Binary File name when appearing in a Navigation List. Open In New Window: This field will open a link assignment in a new window when it is clicked. 5. Press Add. The new link assignment will be added to the Navigation list table.

41 File: SiteExecutive 2013 Core Modules User Guide.docx Page 37 Printed September 30, 2013 Note: All link assignments that were generated either by Populate Link List or New Link Assignment can be reordered. To reorder, click and hold a link assignment in the Navigation list table and drag to the appropriate location in the list. To Edit a Link Assignment: 1. Click Edit icon beside the appropriate Link Assignment. The New Link Assignment fieldset changes to Edit Link Assignment and the link information is displayed. 2. Update desired fields. 3. Press Update. To Delete a Link Assignment: 1. Click Delete icon beside the appropriate Link Assignment 2. Acknowledge the warning message. The Link Assignment is deleted and will no longer display in Navigation list table. 8.4 Accessing Navigation Module Properties To access Navigation module properties: 1. Select the desired module while the page is in edit mode. 2. Right-click on the module. 3. Select Navigation. The Module Properties dialog box will appear.

42 8.5 Deleting Navigation Module To delete Navigation module: 1. Select the desired module while the page is in edit mode. 2. Right-click on the module. 3. Select Delete Module. The selected module will be removed. 9 Object Inclusion Module The Object Inclusion module is used to embed objects uploaded to or created in SiteExecutive onto a SiteExecutive page or template. To embed an object onto a SiteExecutive page or template, the object must be available in the SiteExecutive tree. An included page will only be displayed once. Additional inclusions of that page will be ignored. When the Object Inclusion module is inserted on a template, it can be used to display dynamic content at the folder level. This function is explained in detail in the Template & Style Sheet User Guide. 9.1 Inserting the Object Inclusion Module To insert the Object Inclusion module on a page: 1. Select the desired page in SiteExecutive Site Tree. 2. Select the Preview/Edit tab. 3. Click Edit Page. 4. Click in the page where the module will be inserted. 5. Click the Insert a Module tool. The Insert Module dialog box will appear. 6. Select Object Inclusion from the Module: drop-down list. 7. Click Insert. The Module Properties dialog box will appear.

43 File: SiteExecutive 2013 Core Modules User Guide.docx Page 39 Printed September 30, Enter information in the available fields. The fields available are: << = required field Object<<: Allows the inclusion of an object within SiteExecutive. This field is required. The Select Link icon provides access to the files in SiteExecutive Site Tree. Once the object is selected, several display settings will become available. Some fields are required, depending on the object selected. Module Name<<: Provides a title for the module. Cache Interval: Allows a user to specify an interval duration to cache the object. This will behave differently for static and dynamic object inclusions. For static object inclusions, a cache file will exist for each unique object being included. For dynamic object inclusions, a cache file will exist for each object at the folder level. If a SiteExecutive page is selected in the Object field, the following options will become available: Wrap Content With: Allows a user to specify the wrapper for the module. The three options are: blank, DIV tag, and TABLE tag. If blank is selected, no HTML tag will be wrapped around the object included page. Note: If you specify DIV or TABLE, you will be given the option to select an ID or Class to be applied to the wrapper. If an image is selected in the Object field, the following options will become available: Link To: Defines the page or object that the included image will link to. Alt Text: Displays text when the mouse pointer is positioned over the image. Width/Height: Refers to the size of an image. Images have a default height and width, which are determined by the actual pixel size of the image when it was created and uploaded. Horizontal Spacing/Vertical Spacing: Creates space around the image to offset text and objects.

44 Align: Refers to the position of the image on the page relative to surrounding objects or text. By default, the image will be inserted without any alignment. This avoids text and objects wrapping around the images. Border: Places a border around the image. If an audio file is selected in the Object field, the following options will become available: << = required field Width/Height<<: Refers to the size of an audio file player. Hidden: When checked, allows the audio file to play as part of a background, without displaying the player on displayed page. Auto Play: When checked, the included audio starts playing immediately when the page is displayed. Loop: Determines whether the included audio repeats itself indefinitely or stops when it reaches the last note. If a multimedia file is selected in the Object field, the following options will become available: << = required field Width/Height<<: Refers to the size of the video. Auto Play: When checked, the included video starts playing immediately when the page is displayed. Show Controller: When checked, displays the player controls. Show Video Panel: applies to Real Media files only: When checked, displays the Video Panel for Real media player plugin. If a Macromedia Flash movie file is selected in the Object field, the following options will become available: Background Color: Refers to the background color that will display behind the Flash movie. The background color is expressed in six character sets made up of three hexadecimal numbers. SiteExecutive provides a standard spectrum of colors through the interface. Colors can also be entered in RGB values (Red/Green/Blue) or in hexadecimal codes. Quality: Refers to the quality of the video. The options provided are Best, High, Medium, Autohigh, Autolow, Low. The settings in this field affect the video quality and playback speed. Window Mode: Refers to the solidity of the movie. The options provided are Normal, Opaque, Transparent. Selecting Transparent will display the flash movie behind DHTML Link Menus. Width/Height: Refers to the size of the video.

45 File: SiteExecutive 2013 Core Modules User Guide.docx Page 41 Printed September 30, 2013 Auto Play: When checked, the included video starts playing immediately when the page is displayed. Loop: Determines whether the included video repeats itself indefinitely or stops when it reaches the last frame. Menu: When checked, displays the full menu, allowing site visitor a variety of options to control playback. If an Adobe PDF document is selected in the Object field, the following options will become available: Width/Height<<: Refers to the size of the PDF document. These fields are required. 9. Click Save. The embedded object or content will display on the page. 9.2 Accessing Object Inclusion Module Properties To access the Object Inclusion module properties: 1. Select the desired module while the page is in edit mode. 2. Right-click on the module. 3. Select Object Inclusion. The Module Properties dialog box will appear. 9.3 Deleting Object Inclusion Module To delete Object Inclusion module: 1. Select the desired module while the page is in edit mode. 2. Right-click on the module. 3. Select Delete Module. The selected module will be removed. 10 Print This Page Module The Print This Page module is used to insert a link that allows the site visitor to print the page in a user-friendly format. To use the Print This Page module most effectively, users should have a printer-friendly style sheet and, if desired, a printer-friendly template already created Inserting the Print this Page Module To insert the Print this Page module: 1. Select the desired page in SiteExecutive Site Tree.

46 2. Select the Preview/Edit tab. 3. Click Edit Page. 4. Click in the page where the module will be inserted. 5. Click the Insert a Module tool. The Insert Module dialog box will appear. 6. Select Print This Page from the Module: drop-down list. Click OK. The Module Properties dialog box will appear. 7. Enter information in the available fields. The fields available are: << = required field Style Sheet<<: The user can select a style sheet to be used by the module. Template: The user can select a template to be used by the module. Printing Format: The user can print normally or export the page as a PDF. Text: Title of the link if the default text Print This Page is not desired.

47 File: SiteExecutive 2013 Core Modules User Guide.docx Page 43 Printed September 30, 2013 Style: The user can select a style to be used by the link. Icon: The user can select an image to be used as the print command. Alt Text: Displays text when the mouse pointer is positioned over the image. 8. Click Save. The Print This Page module will appear on the page Accessing Print This Page Module Properties To access Print This Page module properties: 1. Select the desired module while the page is in edit mode. 2. Right-click on the module. 3. Select Print This Page. The Module Properties dialog box will appear Deleting Print This Page Module To delete Print This Page module: 1. Select the desired module while the page is in edit mode. 2. Right-click on the module. 3. Select Delete Module. The selected module will be removed. 11 Send to a Friend Module The Send to a Friend module is inserted on a page to launch an message from a site visitor to a friend, providing a link to that page Inserting the Send to a Friend Module To insert the Send to a Friend module: 1. Select the desired page in SiteExecutive Site Tree.

48 2. Select the Preview/Edit tab. 3. Click Edit Page. 4. Click in the page where the module will be inserted. 5. Click the Insert a Module tool. The Insert Module dialog box will appear.

49 File: SiteExecutive 2013 Core Modules User Guide.docx Page 45 Printed September 30, Select Send to a Friend from the Module: drop-down list. 7. Click Insert. The Module Properties dialog box will appear. 8. Enter information in the available fields. The fields available are: Subject: Subject of the message. Content: Body content of the message. Text: Title of the link on the page. The default text is Send to a Friend. Style: Style of the link. This field becomes available when text is entered in the Text field. Icon: Image to be used as the Send to a Friend command. 9. Click Save. The Send to a Friend module will appear on the page.

50 When a site visitor clicks on the link, the Send to a Friend window will become available. The visitor can fill out the form as desired to send the link to other visitors. Note: Multiple addresses can be entered and should be separated using a semi-colon or comma Accessing Send to a Friend Module Properties To access the Send to a Friend module properties: 1. Select the desired module while the page is in edit mode. 2. Right-click on the module.

51 File: SiteExecutive 2013 Core Modules User Guide.docx Page 47 Printed September 30, Select Send to a Friend. The Module Properties dialog box will appear Deleting Send to a Friend Module To delete Send to a Friend module: 1. Select the desired module while the page is in edit mode. 2. Right-click on the module. 3. Select Delete Module. The selected module will be removed. 12 Site Information Module The Site Information module is used to provide navigational features within a page or template Inserting the Site Information Module To insert the Site Information module: 1. Select the desired page in SiteExecutive Site Tree. 2. Select the Preview/Edit tab. 3. Click Edit Page. 4. Click in the page where the module will be inserted. 5. Click the Insert a Module tool. The Insert Module dialog box will appear. 6. Select Site Information from the Module drop-down list. 7. Click OK. The Site Information Properties dialog box will appear.

52 8. Enter information in the available fields. The fields available are: Display: Allows the display of the Navigational Trail, Current Filename, Current Page Title, Parent Folder s Name, Parent Folder s Title, or the Fully Qualified URL. Show as Link: Displays information as dynamic links. Style: Refers to the style of the text. If Navigational Trail is selected in the Display field, the following options become available. 9. Click Save. Separator: Allows the selection of a separator. Suppress Home Page: Avoids displaying a dynamic link to the home page of the site. This is useful when displaying the navigational trail on the site s home page. Suppress Folder Index Page: Avoids displaying a dynamic link to the home page of the folder. This is useful when displaying the navigational trail on the folder s home page. Suppress Current Page: Avoids displaying the page the module is displayed on. The Site Information module will appear on the page, including applications which display dynamically.

53 File: SiteExecutive 2013 Core Modules User Guide.docx Page 49 Printed September 30, Accessing Site Information Module Properties To access the Site Information module properties: 1. Select the desired module while the page is in edit mode. 2. Right-click on the module. 3. Select Site Information. The Module Properties dialog box will appear Deleting Site Information Module To delete Site Information module: 1. Select the desired module while the page is in edit mode. 2. Right-click on the module. 3. Select Delete Module. The selected module will be removed. 13 Site Map Module The Site Map module is used to produce and display a dynamic outline of either a complete Website or specific folders and pages of the site Inserting the Site Map Module To insert the Site Map module: 1. Select the desired page in SiteExecutive Site Tree. 2. Select the Preview/Edit tab. 3. Click Edit Page. 4. Click in the page where the module will be inserted. 5. Click the Insert a Module tool. The Insert Module dialog box will appear. 6. Select Site Map from the Module drop-down list.

54 7. Click Insert. The Module Properties dialog box will appear. 8. Enter information in the available fields. The fields available are: Expanded: Allows the replacement of the default minus sign used to indicate that a folder is expanded. Collapsed: Allows the replacement of the default plus sign used to indicate that a folder is collapsed. List Type Exclusion: Eliminates certain folders within a site so that they do not appear in the site map. Inclusion: Includes certain folders within a site so that they appear in the site map.

55 File: SiteExecutive 2013 Core Modules User Guide.docx Page 51 Printed September 30, 2013 Add Button: Allows users to select folders to include or exclude from the site map. Remove Button: Allows the removal of a folder or site added to the exclusion or inclusion list. Type of Content to Include: Displays selected content types. 9. Click Save. The Site Map module will appear on the page Accessing Site Map Module Properties To access the Site Map module properties: 1. Select the module on the page. 2. Right-click on the module. 3. Select Site Map. The Module Properties dialog box will appear Deleting Site Map Module To delete the Site Map module: 1. Select the desired module while the page is in edit mode. 2. Right-click on the module. 3. Select Delete Module. The selected module will be removed.

56 14 Site Outline Module This module is similar to the Site Map module. It allows users to include a dynamic outline of a site. The difference between this module and the Site Map module is the layout of the information on a page Inserting the Site Outline Module To insert the Site Outline module: 1. Select the desired page in SiteExecutive Site Tree. 2. Select the Preview/Edit tab. 3. Click Edit Page. 4. Click in the page where the module will be inserted. 5. Click the Insert a Module tool. The Insert Module dialog box will appear. 6. Select Site Outline from the Module drop-down list. 7. Click OK. The Module Properties dialog box will appear.

57 File: SiteExecutive 2013 Core Modules User Guide.docx Page 53 Printed September 30, Enter information in the available fields. The fields available are: Topic Style: Style of the topic. Sub Topic Style: Style of the sub topic. Summary Style: Style of the summary text. Top Level Object: Selects the top-level object (either site or folder) to be included in the site outline. By Default: Allows the inclusion or exclusion of folders and pages. Include Summary: Displays the summary for each object. Show Top Level Folders As Links: Displays top-level folders which contain default pages as links 9. Select or deselect folders and pages for inclusion or exclusion.

58 10. Click Save. The Site Outline module will appear on the page Accessing Site Outline Module Properties To access the Site Outline module properties: 1. Select the desired module while the page is in edit mode. 2. Right-click on the module.

59 File: SiteExecutive 2013 Core Modules User Guide.docx Page 55 Printed September 30, Select Site Outline. The Module Properties dialog box will appear Deleting Site Outline Module To delete Site Outline module: 1. Select the desired module while the page is in edit mode. 2. Right-click on the module. 3. Select Delete Module. The selected module will be removed. 15 What s New, What s Here, See Also Modules Content editors with more advanced SiteExecutive content management skills will be able to enhance the flow of information and will create a more effective navigation system. To create advanced dynamic navigation, three modules are recommended: What s New, What s Here, and See Also. These modules enable a structured navigation system and allow information control. What s New and What s Here produce text link boxes on a page. See Also creates a drop-down box with links. These modules will only display if there are active links for the respective module. The modules will not display if there are no valid links. Any links created in the modules are dynamic. If the page to which a link refers is renamed, archived, moved, or deleted, the link will reflect the change. Note: What s New, What s Here and See Also modules are all established on a page in the same manner. The sections below are all explained using the What s New module as an example. Slight differences in the modules are explained in the respective sections below.

60 15.1 Establish on a Template The What s New, What s Here, and See Also modules are formatted and activated at the template level. These modules cannot be inserted on pages. No links can be established at the page level for these modules until the modules are inserted on a template and the template is published and applied to the page. To insert the module on a template: 1. Access the desired template. 2. Click in the page where the module will be inserted. 3. Click the Insert a Module tool. The Insert Module dialog box will appear. 4. Select What s New from the Module drop-down list. 5. Click OK. The Module Properties dialog box will appear. 6. Enter information in the available fields. The fields available for the What s New and What s Here modules are: Text: Refers to the title of the module, as it will appear on the published page.

61 File: SiteExecutive 2013 Core Modules User Guide.docx Page 57 Printed September 30, 2013 Style: Selects the text type for the header. Alignment: Refers to the position of the header. Background Color: Defines the color of the header background. Style: Refers to the text type for the title. Description Style: Refers to the text type for the descriptions. Module Width: Refers to the horizontal size in pixels. Outline Width: Refers to the outline size in pixels. Background Color: Defines the color for the header s background. Outline Color: Defines color for the outline. Show Bullet: Lays out the links in bulleted lists. The fields available for the See Also module are: Text: Refers to the title of the module, as it will appear on the published page. Style: Selects the text type for the header. Alignment: Refers to the position of the header. Background Color: Defines the color of the header background. Style: Refers to the text type for the title. Module Width: Refers to the horizontal size in pixels. Outline Width: Refers to the outline size in pixels. Background Color: Defines the color for the header s background. Outline Color: Defines color for the outline. 7. Click Save. 8. Publish the template. Note: Each module can be inserted on a template multiple times, but only the first occurrence of the module will display (others will be ignored when the site is visited) Add Links To add links: 1. Select the desired page. 2. Select the Preview/Edit tab to create an editable version of the page and activate the module. 3. Select the Desktop tab.

62 4. Double-click What s New in the information area. The What s New window will appear. 5. Click Add. The What s New Administration dialog box will appear.

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