Contents. 1. Using Cherry 1.1 Getting started 1.2 Logging in

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2 Contents 1. Using Cherry 1.1 Getting started 1.2 Logging in 2. Site Page Hierarchy Management 2.1 Page Addition 2.2 Page Deletion 2.3 Editing Page Details 3. Page Content Modification 3.1 Page Revisions 3.2 Approving and Rejecting a Page Revision 4. Administrator Management 4.1 Listing Administrators 4.2 Adding an Administrator / Editing the Details for an Administrator 5. Appendix A 5.1 Validation 2

3 The Cherry Content Management System 1. Using Cherry 1.1 Getting Started Cherry is a website content management system (or CMS ) that allows a site owner to update site content without knowledge of HTML, javascript or any other programming languages. The system is web-browser-based and works in all major browsers. (ie: Internet Explorer, Mozilla Firefox, Google Chrome, to name a few) Other features include news feed management for the site, user account creation / administration and other tools as requested 1 To begin a session in the CMS, log in to your site's Administration section (or Admin panel) by typing the site's base URL followed by /admin. For example: 1.2 Logging In After the page loads, the login panel is displayed: 1 Optional customized tools are available as add-ons. To request an estimate for customized features, please contact Corporate Zen. 3

4 After entering the administrator's username and password, the Cherry dashboard becomes visible. This is the first page you'll encounter every time you log in to the system. This page includes information on upcoming page edits: This particular example page has content waiting for approval. To approve the content, an administrator would click Manage Page then approve the content from there. Also, notice the tabs in the top right of the page: these are a listing of the other tools in the CMS. The Dash tab brings you back to the initial dashboard page, the Site tab navigates to a hierarchical listing of all of the pages in the site and the Admins tab navigates to a tool for managing site administrators. 4

5 2. Site Page Hierarchy Management 2.1 Page Addition After clicking on the Site tab in the top right corner, you will be brought to the Site Map page, where you can see all of the pages in the web site listed in a hierarchy. It is at the Site Map page that you can add and remove pages from the front-end site hierarchy. On the front end, this is the tool that is used to generate navigation panels and site maps for the users. Adding a page is as easy as clicking the Add New Page link in the top right corner. This provides the Add New Page interface. Here are the illustrated steps involved in creating a new page: 5

6 1. starting at the front-end website, decide where you would like the page to be inserted into the hierarchy: For example, we are going to add a child page to the FAQ's page: 2. There is a drop-down menu on the front-end site (image, above left) that displays all (active) pages that are in the hierarchy in the CMS view (image, above right) To add a new child page to the FAQ's page under Health Benefits, we will click the Add New Page link, bringing us to the panel below: 6

7 3. Once the Add New Page panel has displayed, enter the name of the new page (in our example the name is New Sub Page ) and choose its parent from the drop down menu, in our example, we are adding a sub-page to the FAQ's page under the Health Benefits page: 4. Then click 7

8 5. After clicking the Add Page button, the CMS' Site Map page is changed to reflect the new page and the front end site can be refreshed to see the change: 6. As the images above show, the new page has been added to the hierarchy on both the front-end site and the CMS Site Map listing. To edit the content of the new page, please see section Page Deletion To delete a page, click on its link on the Site Map and choose the edit page details link under the Page Details header: 8

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10 2.3 Editing Page Details After following the edit page details link, you will see the Edit Page tool which allows the modification of several page details: - To delete the page, click the delete page link. This is not permanent; to permanently remove a page, click the permanently remove page link. - To change the page's alias, enter the new alias in the page alias text box. A page alias is the search-engine-friendly URL of the page. This alias will appear in the address part when the page is visited on the front end. - To change the page's title, enter the new title in the Title text box 10

11 - To change the page s window title, edit the new title in the Window Title text box. This is the title of the web browser window when the page is opened. - To change the page's order in the hierarchy, choose a new parent page from the Parent drop-down - To change the page's order in its sublevel (where it lies among its siblings) change the Order Number on the Edit Page panel for the desired page - If your site has a left menu or a site map, it will have the feature of hiding the page from the site map. - To schedule a page's online and offline dates of availability, use the Scheduled Start and Scheduled End date selection boxes. ** Don't forget to save the page before navigating away from this panel ** 11

12 3. Page Content Modification 3.1 Page Revisions To revise a page's content, click the Site tab at the top of any CMS page and choose the desired page from the Site Map listing: Once the page has been chosen, the display will change to the Manage Page panel where you can change all of the information for a particular page. To read more about the Page Details panel, see section 2.3 Editing Page Details. Note the Content Management panel: This feature is where a version of a page can be edited in the content editor tool. This is also where new versions of site pages can be approved for display on the front end site. 2 In order for a new page edit to be viewed on the front-end site, the version must be approved 2 Cherry's site content philosophy is that you should always have a backup copy of the content on a site. This allows rollbacks to occur with minimal frustration and almost no effort. To effect this funcitonality the CMS tool allows for many versions of a page, but only one approved, live version of the content is shown on the site. 12

13 by clicking the approve this revision link under the Pending Approval heading. To edit a page, click the create content revision from this version link. You will be brought to the Content Management System panel where you can edit and apply formatting and style to the text content on a page. (You can even embed images in your content as well!) The page editor interface looks like this: This editor has all of the functionalities of popular word processing software such as Microsoft's Word, OpenOffice.org's Writer, Apple's Pages and many others. Just type your content in the editor window and add the appropriate styles using the intuitive toolbars. 13

14 The editor allows the administrator to upload images from his or her local computer for display on the web site. To do this, click the file from your pc to upload. icon. Click on the upload tab and select a To insert a hyperlink, click on the icon. A window will pop up asking for the link URL. Insert the URL in the URL field and click okay. The link will be inserted into your editor. You may type text, highlight it, and then click on the icon to change that link text. You may also upload a file in this view with the upload tab to upload a file. You could use this feature to upload and link to PDFs, DOCs, Excel Spreadsheets, etc to the website. The uploaded files will then be available for download on the front-end site. ** Don't forget to click the button to save your progress ** After the save button is clicked, the server will take a second and submit the HTML code generated by the WYSIWYG editor to the W3C Markup Validation Service. This is important to ensure that your generated code is proper HTML code and does not break the site. For more information, see section 5.1 Appendix A: Validation 14

15 3.2 Approving and Rejecting a Page Revision Once a page's content has been edited, back at the Manage Page panel, the revision version can be selected from the Content Management drop-down menu: After the page has been selected, a sample copy of the content is displayed under the Pending Approval heading and the links approve this revision and reject this revision become available: - To post the content to the live site, click the approve this revision link - To remove the content revision from consideration, click the reject this revision link ** NOTE: for more efficient content management, we recommend that you remove older revisions that will no longer be used. Just be sure that they will never be used! ** 15

16 4. Administrator Management 4.1 Listing Administrators The site administration accounts tool is useful for creating more administrative users or creating administrative users with limited access to site administration tools. To see all of the current administrators for your site, click on the Admins tab in the top right corner of any Cherry CMS page. You will be brought to the admin users management tool: 4.2 Adding an Administrator / Editing the Details for an Administrator To add an administrator, click the Add New Administrator link at the Administrators tool. This will bring up the Edit Administrator panel, where the first and last names, username, password and Cherry CMS permissions can be specified. 16

17 To edit the details (first and last names, username, password and admin tool permissions) click on the user from the admin list. After selecting a user, the Edit Administrator panel is displayed: The Edit Administrator interface allows the logged-in administrator to edit the details of the selected account. Appendix 5.1 Validation The Markup Validator is a free service by W3C that helps check the validity of Web documents. The W3C describes Markup Languages and their validation as below: Most Web documents are written using markup languages, such as HTML or XHTML. These languages are defined by technical specifications, which usually include a machine-readable formal grammar (and vocabulary). The act of checking a document against these constraints is called validation, and this is what the Markup Validator does. Validating Web documents is an important step which can dramatically help improving and ensuring their quality, and it can save a lot of time and money. 17

18 Validation is, however, neither a full quality check, nor is it strictly equivalent to checking for conformance to the specification. This validator can process documents written in most markup languages. Supported document types include the HTML (through HTML 4.01) and XHTML (1.0 and 1.1) family, MathML, SMIL and SVG (1.0 and 1.1, including the mobile profiles). The Markup Validator can also validate Web documents written with an SGML or XML DTD, provided they use a proper document type declaration. This validator is also An HTML validating system conforming to International Standard ISO/IEC HyperText Markup Language, and International Standard ISO 8879 Standard Generalized Markup Language (SGML) which basically means that in addition to W3C recommendations, it can validate according to these ISO standards. For more information, see 18