Training Manual and Help File

Transcription

1 Training Manual and Help File

2 Update Manage Grow Welcome to your new Juniper Website Management System with CMS Introduction The Juniper Website Management System with CMS (Website Content Management System) is a powerful and sophisticated piece of easy and intuitive Web based software that forms the backbone of your Website/Intranet and Online strategy. Specially developed to be flexible enough to meet the changing needs of a growing business, Juniper not only gives you full control over your Website, access to Website Statistics, Analysis of Visitor trends, SEO and Web generated Sales leads, it also allows you to consolidate other existing Software Applications into one easy to view and operate Interface and personalise the information to each user, whilst allowing secure user online collaboration. So why s that important? Well, keeping your Website regularly updated is not only good for your visitors/target audience it s great for search engine rankings as Search Engines like Google like to send their users to Websites with informative and regularly updated content. Get involved Juniper allows secure multi-layered collaborative, access, only allowing those who have permission to view and access certain areas of the site to update the content; it also allows you to send Webpages for approval to specified content approvers before the Webpage goes live. This not only gives you an added layer of content approval, but allows you to distribute the responsibility for updating the content to selected departments or members of your organisation. Juniper allows you to: Update, Manage and Grow your Website easily and efficiently Easy and Intuitive Inline Content Editing (Edit Text and Images directly on the Web page(s) Consolidate all your existing Software into one easy to view and operate Interface and Personalise information to each user Monitor and Improve Search Engine Rankings Monitor and Increase Visitor Traffic Generate and Qualify Sales Leads and Enquiries Convert leads into Sales Monitor Visitor paths and trends Choose from a range of Website Add on s Fully Bespoke and Tailored to your Business Fully Scalable for future growth Fully Supported 24/7 Once you re logged in Juniper allows you navigate around your Website/Intranet using your existing menu structure and menu buttons to Edit Text and Images directly on the Web page(s) you're looking at anytime from anywhere in the world with an Internet Connection. Using Juniper is easy, but like anything a little practice makes perfect

3 OK, right let s get started How to Login To access Juniper simply type in your Website address followed by this will take you to your login screen. Figure 1 You will have already been supplied you with a Username and Password to be used to access Juniper, so now ENTER your USERNAME and PASSWORD and click Login or PRESS ENTER If these have been entered correctly then you proceed to the Juniper hope page, if not you will be asked to re-enter them. Remember! If you ve forgotten your Username and Password click on the button shown on screen and you will be asked to enter your address and a new one will be sent to you. Once your logged in you will be taken to the Admin/Home Page

4 2. ADMIN PAGE This page is the MAIN DASHBOARD Page on the system and the panels it displays allow you to view and interact with a variety of cool features that help you run your Website/Intranet SITE STATS Site Stats gives you a snapshot view of your current stats including: VISITORS - The number of UNIQUE VISITORS and the number of VISITORS currently on the Website at any one time in an easy to view Graphical format. TRAFFIC SOURCES This shows how your visitors find you whether by SEARCH ENGINES, REFERAL SITES or DIRECT time in an easy to view Graphical format. SEE MORE STATS Allows you access to more Website statistics Remember! Each Website is different therefore the PANELS and DATA shown on the ADMIN HOME Page will differ from system to system MY ACCOUNT This shows you and allows you to modify all your personal details. Please Note: If you re logged in with you USER NAME and PASSWORD for security reasons, you won t be able to view or change your ACCOUNT details through the main USERS Tab in the top menu bar.

5 PAGE APPROVAL This shows you how many (if any) Webpages are currently waiting for your approval. If you are a CONTENT APPROVER clicking on the link will allow you to view the Webpage and approve its content. If you are a CONTENT AUTHOR, then you will only see pages that you have sent and are currently awaiting APPROVAL. COMMENTS This panel shows you any COMMENTS made on Webpages requiring APPROVAL. If you are a CONTENT APPROVER clicking on the link will allow you to view the Webpage and the COMMENTS made against its content. If you are a CONTENT AUTHOR, then you will only see COMMENTS that you have made and are currently awaiting APPROVAL. CONTACT SUPPORT This allows you to send you a support question to the Juniper support team NEWS FROM JUNIPER This simply shows regularly updated news from the Juniper Team WHAT S NEW The Juniper Website Management System Software is upgraded and updated via the Internet on a regular basis to IMPROVE USABILITY and to KEEP IT UPDATED with the latest technologies and Browser changes so this panel shows regularly updated new features as and when from the Juniper Team UPGRADE OPTIONS This section shows exciting new UPGRADE features that allow you to install and improve your Website s functionality RE-ARRANGING THE ADMIN PAGE By moving your mouse over any of the panel TITLE bars and RIGHT clicking and HOLDING the button down you will be able to DRAG and reposition the panels to the page layout that best suits your own preferences. Once you ve done so, CLICK on the SAVE ADMIN layout button and your ADMIN page will be set (You can change it again at any time). On the RIGHT hand side of the panel TITLE bars is a + and CLICKING on these with EXPAND or DECREASE each panel, to make the content more manageable, should you wish to do so.

6 3. Top Menu Bar (Explained) Once you are logged into Juniper a MENU BAR will appear at the top of the screen at all times; whether you are in Juniper or viewing/navigating your site. The MENU BAR will look something like Figure 2. HOME This is your Main Administration Panel Figure 2 EDIT INLINE This will allow you to edit the content of your Website directly onto the Webpage COMPONENTS This contains a drop down menu with specific sections of the Website that are tailored to your Website, clicking on any of the menu items here will allow you to access and edit other sections of the Website that can t be edited by using EDIT INLINE. Placing your mouse cursor over the COMPONENTS button will show a list of SECTIONS of your website that can be edited. These include PAGES, USERS and MENUS how to edit these will be discussed later on in this document. USERS This will allow you to manage the USERS allowed to access JUNIPER MEDIA LIBRARY - This allows you to manage, upload and IMAGES, VIDEO, PDF s and DOCUMENTS. Placing your mouse cursor over the MEDIA button will show a list of LIBRARIES within Juniper s MEDIA LIBRARY. The MEDIA LIBRARY will be discussed later on in this document.

7 LOGOUT - The LOGOUT button will sign you out of Juniper and return you to the LOGIN page that you were on previously. The MENU BAR will help you navigate through Juniper, and the rest of the site. It also gives you access to HELP at any time, should you need it.

8 4. USERS This section allows you to ADD and REMOVE USERS to allow or disallow USERS from the JUNIPER Website Management System The main section shows a TABLE with various columns specifying USERNAME, NAME, , USER LEVEL, LAST ACTIVE, STATUS, EDIT, RESET PASSWORD. Remember! The due to security reasons RESET PASSWORD generates a RANDOM password, which is then sent to the USER via . The USER can then LOGIN and change the password to something more memorable. This is because the system won t allow USERS to see other USERS passwords for DATA PROTECTION reasons, in compliance with the DATA PROTECTION ACT 1984/1998. Please don t use the HELPDESK to ask for your PASSWORD as they won t have access to it. All the HELPDESK can do is RESET it for you. The top right corner allows you to specify the number of entries shown on the Webpage at any given time

9 Adding a New User Simply enter the new user details and PRESS SUBMIT Juniper will then send the NEW USER an e- mail with their RANDOM generated PASSWORD. The new user will then be able to access the system and change their own PASSWORD to something more MEMORABLE. USER LEVEL (!) Currently this has NOT been activated on your Juniper System

10 5. EDIT INLINE A) Editing Content on a Webpage using the Inline Editing Function Juniper makes editing a Webpage very easy. All you need to do is to CLICK on the EDIT INLINE menu tab in the top header bar. This will take you to the Homepage of your Website. <SHOW SCREENSHOT> You ll immediately notice that a TOOL BAR appears with various Microsoft Word style editing buttons. You can move this around the screen and place near the area you wish to EDIT (This is especially useful if you have to scroll down to another area of the Webpage further down). Now you can use your menu to Navigate to the Webpage that you want to EDIT. Editable areas are indicated by a LIGHT BLUE Keyline, when you hover your cursor over this area you ll notice the Keyline changes from a LIGHT BLUE to a YELLOW, this indicates that the area can be edited. Remember! Not every part of a Website is editable, often some areas are fixed, or must be changed using the COMPONETS Tab on the MAIN MENU Header bar (See COMPONENTS) Once there, CLICK on the area of text you d like to EDIT and you can type in text directly from your keyboard. Remember! If you want to copy in areas of text from Microsoft Word or another application, then copy the text into NOTEPAD first, this will remove all the imbedded Macros, which would normally cause problems with layout, then COPY and PASTE this onto your Webpage. NOTEPAD can be found in the PROGRAMS/ACCESSORIES area of your WINDOWS MENU PC desk top. If you re using an APPLE MAC, then use Text Edit, which can be found by going to FINDER/APPLICATIONS/TEXT EDIT. HOT TIP! If you delete some text by mistake, on a WINDOWS PC hold down CTRL and PRESS Z if you re using an APPLE MAC hold down the APPLE KEY and PRESS Z You ll notice a number of familiar ICONS on the floating EDIT BAR, most of these icons are selfexplanatory B allows you to make any text you highlight BOLD I allows you to make any text you highlight ITALIC U allows you to make any text you highlight UNDERLINED FONT FORMAT allows you to select the type of heading you want to style the text in (You must highlight the text first) IMAGE ICON allows you to EDIT and IMAGE CHAIN ICON allows you make any text you highlight into a Hypertext link BROKEN CHAIN ICON allows you make any text you highlight into a HYPERTEXT LINK <> allows you edit the HTML Code of the Page (WARNING Don t use this unless you know code SAVE CHANGES this allows you to SAVE the changes to the Webpage once you re finished SEND FOR APPROVAL allows you to send the changes you ve made to the Webpage appover

11 B) Editing an Image on a Webpage using the Inline Editor First select the image you want to change by hovering your mouse over it and CLICKING the LEFT BUTTON on the mouse, this will then highlight the image. Then move the cursor up to the floating EDIT BAR and CLICK onto the small IMAGE icon next to the FONT FORMAT dropdown. This will bring up a new WINDOW called Add/Edit Image, with the details of the new Image displayed. CLICK onto the Select from Media Library button at the bottom of the box and this will then take you to the MEDIA MANAGER. Place your mouse over one of the PENCIL icons in the lower bottom right hand corner of the one of the image panels and CLICK the left hand button on your mouse. This will then bring up a small WINDOW with INSERT, EDIT, VIEW, DOWNLOAD, DELETE. CLICK on INSERT and the image automatically will replace the current image or if there is no image it will be placed in the space provided C) Using the Page Approval System

12 6. PAGES Figure 3 PAGES are the building blocks of any website, and sites behind Juniper are no different. By selecting the PAGES option from the list when hovering over the COMPONENTS button in the menu bar, you will be navigated to a list of pages that currently exist within your website(figure 3), along with information on each of them (URL, Author of the page, Page Status, etc). On the right hand side in each row there is a small pencil icon and a red cross. Clicking on the pencil icon will allow you to edit the PAGE and the information accompanied with it (Figure 4). Clicking on the Red Cross will allow you to delete the respective PAGE, but only after you have confirmed that you wish to do so. To EDIT a particular PAGE click on the corresponding pencil icon. You will be taken Figure to a page 4 similar to that in Figure 5.

13 To make things as easy as possible Juniper has divided the editable PAGE information Figure 5 for a page into separate sections ( Basic Details, SEO, Widgets and Notes ), and can be accessed by clicking on the respective tab. Basic Details Title The TITLE is the page title that appears in the browser window header bar or tab (i.e. Your Page Title in Figure 6) You can change Page Title by the text in the box. Figure 6 the editing URL - The URL is the web address that appears in the address bar of your web browser (Figure 7) Figure 7 Page Parent The PAGE PARENT allows you to set this page as a subpage of another existing page. This is useful if you have a menu on the site and want a page to appear under a particular page (i.e. you have an About Us page and below that want separate pages named Our Mission and Our History and these to appear in a hierarchical format in the menu. You can achieve this by selecting the Our Mission and Our History pages to have the About Us page as their parent).

14 Author The AUTHOR is the User that created the page or last updated the content of the page; however this can be overwritten by selecting a User from the dropdown. Menu Order The MENU ORDER is used solely for menus on your site, allowing you to change the position of a page in a menu list. This must be an integer of positive value (equal to or greater than 0). Template TEMPLATES are used throughout your site to format the page content in different styles and layouts. Each template will also have a varying amount of extra content blocks (WIDGETS) that can be edited. You may change the template that is to be used by selecting a different one from the dropdown menu. Publish Date The PUBLISH DATE is the date and time of when the page was first made available to be viewed by visitors of your site, achieved when a page is PUBLISHED. This isn t editable but is displayed for reference by the User. Please Note: If you are logged in to Juniper you will be able to still view the page via its usual URL. Expiry Date The EXPIRY DATE is the date and time at which the page will no longer be available to be viewed by visitors to your site. This is optional as in most cases once a page is PUBLISHED it should never become un-viewable again. To set an EXPIRY DATE click on the Calendar (Figure 8) and an INTERACTIVE CALENDAR will appear, similar to the one in Figure 9 Figure 8 Icon You can use the arrows to navigate through the months and years to find the correct date. To select a particular date simply click on the corresponding number and you select a time drag the blue markers to the correct position and click the Done button. The Interactive Calendar will disappear and your selected EXPIRY DATE will appear. Figure 9

15 Show in Menu This checkbox allows you to decide if this page should appear in the MENU on the site or not. Check it to include it, and deselect it to exclude it. Show in RSS Feed - This checkbox allows you to decide if this page should appear in the RSS FEEDS on the site or not. Check it to include it, and deselect it to exclude it. Show in Sitemap - This checkbox allows you to decide if this page should appear in the SITEMAP of the site or not. Check it to include it, and deselect it to exclude it. SEO SEO Description - The SEO Description is a short description (approximately 155 characters long) that describes the content of your page. The description is often, but not always, displayed on search-engine result pages, so can affect click-through rates from search engines. Meta descriptions will generally not directly affect your search engine ranking. SEO Keywords The SEO Keywords are used to inform search-engines what the content of your page is like. Only use keywords that are present in the content of the page, or you may negatively affect you search-engine ranking. Widgets WIDGETS are blocks of text that commonly appear on more than one page on your website. These are not be confused with the main page content that is edited separately. The number of dropdowns that appear in this section depends upon how many WIDGETS appear in the current page template. Using the dropdowns you can select a different re-usable block to be used instead of the one currently selected.

16 Notes The NOTES section allows users of Juniper to store notes about a particular page to be read later. This would most likely be used if a USER was using the PAGE APPROVAL system, where a USER may want to note as to why they have rejected new content that was waiting to be approved. You will see a list of notes (if any) that have been made against the page, along with when they were made and what USER made them. To add a note enter what you want to say into the text box and click the Add Note button. Actions Update The UPDATE button is used to save all of the information related to the page. Schedule The SCHEDULE button is used if you would like the page to be PUBLISHED at a certain date and time in the future and become viewable to visitors of your site. To do so, click this button and a window will appear similar to Figure 10. To select a date and time when the page should be PUBLISHED click on the Calendar and an INTERACTIVE CALENDAR will appear, to the one in Figure 9 Icon similiar Figure 10

17 You can use the arrows to navigate through the months and years to find the correct date. To select a particular date simply click on the corresponding number and you select a time drag the blue markers to the correct position and click the Done button. The Interactive Calendar will disappear and your selected SCHEDULED DATE will appear. Click the Schedule button and the Page will refresh with the selected Published date set. Save as Draft The SAVE AS DRAFT button allows you to save the page but not make it viewable to visitors of your site. Figure 11 Delete The DELETE button allows you to delete a page from Juniper. If you click the button you will be asked to confirm that you want to delete the page, if you click ok then the page will be deleted from Juniper, and from your website. Send for Approval The SEND FOR APPROVAL button is to allow you to send a page s content changes to other Users to approve those changes. They can then decide to either Accept (and PUBLISH) the changes or Reject them. You can send a page for approval whether it is a newly created page or an existing one. If a page that is newly created in sent for approval then it will not appear to visitors until it is APPROVED and PUBLISHED.