We welcome any feedback and suggestions that would make the system easier to use for you. Please us at with your suggestions.

Transcription

1 Croogo manual

2 Introduction Welcome to the Croogo website content management system. The purpose of this manual is to provide instruction to website administrators handling low-level website content changes. These includes adding and modifying pages, making basic copy and photographic changes, and managing users. Croogo is capable of a wide range of customization and is flexible enough to allow us to plug in new, custom-written applications. This aspect of Croogo as well as its configurations and template installations are considered high-level aspects of the system. To understand how to wield these aspects requires an in-depth undertanding of PHP, HTML and CSS programming. This manual is not meant to instruct or document at that level. We welcome any feedback and suggestions that would make the system easier to use for you. Please us at tech@xynergy.com with your suggestions. 2

3 Basic & General Instructions Advanced Instructions Content 01 Getting Started Content: General Content: Page Manager Content: Blog Manager Content: Widgets Content: Forms (Content: Forms is an additional Plug-In) 07 File Manager: General File Manager: Audio Manager File Manager: Flash Manager File Manager: Image Manager File Manager: Browse All File Manager: Upload Video These first three chapters are the most relevant for you. You may only end up using what you find in here. Other chapters are more advanced. 13 Ecommerce: General Ecommerce: Order Ecommerce: Payment Ecommerce: Shipment Ecommerce: Tax Users: General Users: Users Users: Roles and Permissions Users: Advanced Design: General Design: Menus Design: Themes Design: Region Globals: General Globals: Settings Globals: Meta Globals: Globals: Custom Errors Globals: Content Types Globals: Taxonomy Globals: Captcha Globals: Google Analytics (Content: Forms is an additional Plug-In) 35 Help: Captcha additional: Tool Bar

4 Xynergy Instruction Manual

5 Part 1 Basic & General instructions 5

6 Part 1 Basic & General Content 6

7 01 Getting Started Croogo Interface The CROOGO interface is where you will be working to manage the content of your website. On the left you will find the navigation for this site. The middle section gives you a quick overview about the most frequently used content. The most important sections for you will be the Content>Create Content and Content>Content Types. You will rarely access other parts of this section.. Please read carefully the following two chapters. The most important section for you will be the Content section 7

8 02 Content: General This is where you add and edit content, including adding, organizing and deleting pages, and modifying page copy and photos. This is also where you access any custom databases and blogs you may have. Page Manager Page Manager : Here the admin can create and manage new content. Blog Manager Additional Plug-In Blogs : Here the admin can create and manage new blogs. Widgets Widget Here the admin can create and manage new content boxes. Forms Additional Plug-In Forms Here the admin manages all interactive forms. 8

9 03 Content: Page Manager Here the admin can create and manage new content. Create Content Create Content - go to New Page to create a new entry. General Parent - you can choose a Parent from the dropdown menu. The Parent estabishes the hierarchy of pages. It enables sections, automatic navigation, etc. Title - choose content s title. URL - (Uniform Resource Locator, the global address of documents and other resources on the World Wide Web). You can add a URL to identify and describe an announcement resource. Excerpt - an excerpt is a shortened description of your content post. The excerpt is used to describe your content in RSS feeds and also in search results. Body (Content) - this is the content. SEO (Search Engine Optimization) Keywords - (word or identifier) to help find the new page. Description - a description of what the page is about. 9

10 Publishing Published - check Published and the site will be visible. Only if you check Feature on Homepage will it be visible on the sites. Publishing Date - check Publishing Date and you can define the publishing date, which allows publishing automatically. Expire Date - you choose when the page expires and is removed form the site. Created - shows when you created the entry. Save All Save all - saves the entry and/or changes you ve made. You can save changes at any time (you ll find the save button at the bottom of each page). Remember, if Published is not checked the entry won t appear on the site. Filter Filter - here we can search or filter the site for specific content. Edit Page Here, you have basically the same options that you will find when you create new content. For more information, please read the foregone pages of this manual. 10

11 Additional Plug-In 04 Content: BLOG Manager This is where you add and edit blogs, including adding, organizing and deleting blogs. Create Content Create Content - go to New Blog to create a new entry. General Parent - you can choose a Parent from the dropdown menu, which defines the outlines, the toplevel of the content you create. Title - choose content title URL - (Uniform Resource Locator, the global address of documents and other resources on the World Wide Web), you can add a URL to identify and describe an announcement resource. Excerpt - an excerpt is a shortened description of your blog post. The excerpt is used to describe your blog post in RSS feeds and also in search results. Body (Content) - this is the content of your blog. Terms Here you can add Tags, ( a mechanism for organizing and grouping similar posts for you and your visitors) - This kind of metadata helps describe an item and allows it to be found again by browsing or searching. Tags are generally chosen informally and personally by the item s creator. 11

12 Additional Plug-In Comments Comment Status Check disable if you want to disable comments for this post. Check Read only if you want to disable additional comments. Check Read/Write if you want to enable commenting. Publishing Published - check Published and the site will be visible. Only if you check Feature on Homepage will it be visible on the sites. Publishing Date - check Publishing Date and you can define the publishing date, which allows publishing automatically. Expire Date - you choose when the page expires and is removed form the site. Created - shows when you created the entry. Save All Save all - saves the entry and/or changes you ve made. You can save changes at any time (you ll find the save button at the bottom of each page). Remember, if Published is not checked the entry won t appear on the site. 12

13 Additional Plug-In Filter Filter - here we can filter the site for specific content. Comment Settings Level - where you can decide how many nested levels of comments will be allowed. Feed Limit - will limit the number of comments in a feed Edit BLOG Here, you have basically the same options that you will find when you create new content. For more information, please read the foregone pages of this manual. 13

14 05 Content: Widgets Here the admin can create and manage new content boxes. There may be visible content, like tags, or inivsible content, like statistics codes. NEW Widget Create Content - go to New Widget to create a new widget. Content Title - add a title to your new entry. Show Title - check if you want to have the title visible. Body (Content) - this is the content of your widget. tt may be code or text. access Here you define who has access. Check either of the different roles to grant access. The widget will then appear only when a user with the role is logged in. URLs (Uniform Resource Locator, the global address of documents and other resources on the World Wide Web). The widget will only appear on the listed pages. 14

15 Advanced Alias (An alternative name for an object, such as a variable, file, or device) - here you can choose a unique name for your block. This name will be used to embed the block and should not have spaces. Region defines where the Block will appear. Class - automatically specifies a css class to suround the widget. Element - this field is reserved for the developer. Save All Save all saves the entry and or changes you have made. You can save changes at any time (you will find the save button at the bottom of each page). Remember if Published is not checked the entry won t be published. 15

16 Additional Plug-In 06 Content: Forms Here the admin can manages all simple interactive forms e.g. contact forms. NEW FOrm New Form - go to New Form to create a new entry. Form Title - add a title to your new entry. Alias (An alternative name for an object, such as a variable, file, or device) - here you can choose a unique name for your form. This name will be used to embed the block and should not have spaces. Recipient Address - enter an address here. Body (Content) - this is the content of your widget. Fields Here you can add another field to your blog. Add New Field to see the options. Add another field Field Name - add a name here Datatype - choose the type of data and the type of field from the dropdown menu. Group - the Group controls the sections of the content type, and only relevant ot the admin. Order Placement - define where the new field will be placed. Value Node - Specifies the source of options for datatypes. 16

17 Additional Plug-In Message By checking the different boxes, you define what the user is able to do and whether the form has spam protection. Checking Let users leave a message will enable the user to fill out the form.. Check Save message in database and the responses will be saved. Check Notify by instantly and for each responses, an will be sent out. Check Spam Protection, and suspicious content will be filtered. Check Use captcha and the new content type will display a combination of numbers and letters embedded in an image which must be exactly entered into the reply form to be submitted. Submit If you have edited all fields necessary and all new content is ready, please click Submit to publish. Edit All of the functions mentioned above can be found and operated here. For more information, please read the above notes. Delete To delete content go to Delete and eliminate the items you wish to delete. 17

18 Part 2 Files File manager 18

19 07 File Manager: General This is where you can add and edit all files (e.g. audio, flash, images, and video). Please keep in mind that some of these functions may not be readily available in your version of Croogo, but can be added in at any time. Page Manager Under the item File Manager on the left toolbar the admin can add, edit and delete new files. Audio Manager Audio Manager - here the admin can manage audio files. Flash Manager Flash Manager - here the admin can manage flash files. Image Manager image Manager - here the admin can manage image files. video Manager Video Manager - here the admin can manage video files. Browse ALl Bowse All - here the admin can keep track of all uploaded files as well as upload new files and organize them. 19

20 08 File Manager: Audio Manager Audio Manager - Here the admin can manage audio files. New Attachement Upload Choose File - Click Choose File to browse for new audio files to upload. Kind - Select what kind of file you are uploading. 20

21 09 File Manager: Flash Manager Flash Manager - Here the admin can manage flash files. New Attachment Upload Choose File - Click Choose File to browse for new audio files to upload. Kind - Select what kind of file you are uploading. 21

22 10 File Manager: Image Manager Image Manager - Here the admin can manage image files. New Attachement Upload Choose File - Click Choose File to browse for new audio files to upload. Kind - Select what kind of file you are uploading. 22

23 11 File Manager: Browse all Browse all - Here the admin can manage files, create directories and delete files. Upload here Upload here Choose File - Click Choose File to browse for new audio files to upload. Create Directory Use this to create a directory for your files. Create Files This is where you can create files. You will be prompted for a file name and text, and it will create that text file. 23

24 12 File Manager: Video Upload Video Manager - Here the admin can manage image files. New Attachement Upload Choose New File - Click New Attachement. To upload a new video, choose Add File. After slecting the file click Upload Files. To remove a file click Remove File. Later when you create a new page, and you choose to have a video file there, you can insert it by clicking the little movie strip bottom at the navigation bar. 24

25 13 Ecommerce: General The Ecommerce section is not yet finished. When it becomes available, it will include all the functions you will need to operate necessary business activities including the following. More will be added as your site develops. Orders Orders - here you will be able to see all of the details about what orders have been placed. Payment Payment - here you will be able to edit and view what payment options are allowed. Shipping Shipping - Here you will be able to edit and view what kinds of shipping methods are available. Tax Tax - Here you will be able to edit and view your tax configuration. 25

26 14 Ecommerce: Orders Under Construction Coming soon 26

27 15 Ecommerce: payment Under Construction Coming soon 27

28 16 Ecommerce: Shipping Under Construction Coming soon 28

29 17 Ecommerce: TAX Under Construction Coming soon 29

30 18 Users: General This is where you define user roles. Users Users - lists every user who can log onto your site. Here, you can change names, addresses, passwords, and user roles. Roles and Permissions Roles and Permissions - lets you create a new role, edit an existing role, and configure what each role can do. Advanced Advanced - Here you can choose what privileges each role on the site can have. 30

31 19 Users: Users Gives you an overview of all users and different user groups. You can edit, register and delete users here. New User New User Role - Choose the type of user from the roles defined for the site. Then add the Username, Password, Name, , and Website. Edit The functions described above can be found and operated here. For more information, see above. Submit If you have edited all necessary fields and all new content is ready, please click the Submit button to publish. 31

32 20 Users: Roles and Permissions Displays a list of the different roles the users can occupy. We can add additional roles, delete, or edit them. New Role Title choose content title Alias - An alternative name for an object, such as a variable, file, or device. Submit If you have edited all necessary fields and all new content is ready, please click the Submit button to publish. Edit The functions described above can be found and operated here. For more information, see above. Delete To delete content go to Delete and eliminate the items you wish to delete. 32

33 reserved for the developer. 21 Users: Advanced User: Advanced audits all actions on the site and is reserved for the developer. 33

34 22 Design: General This section is mainly used by the web designers. It is where we define your menus, your site s graphic design and make custom HTML modifications. Menus Gives us an overview of the different Page/ Menu Sections, and their subsections. We can add, edit and delete Menu Sections. If we click Titles/View Links we arrive at the specific section and see it s Sub-Sections. Themes The theme is the main look of the website. If given by the developer we can choose between different themes. regions Gives us an overview of Items and their regions. We can add, edit and delete regions 34

35 23 design: menus Gives us an overview of the different menus and their links. We can add, edit and delete menus and links. If we click Titles/View Links we arrive at the specific menu and it s links. Links are Menu items and can only be changed inside the menu. Because of this, we first must go into one of the menus to add, edit or delet Links. New Menu (on top) Menu Title - Choose content title Alias - An alternative name for an object, such as a variable, file, or device. Description - Here we can add a description. This is for your reference. MISC You can put any miscellaneous items here. Edit link If we click View Links, a new window will open and we will see all of the Links in this subsection. New Link 35

36 Menu - choose from the drop-down menu a menu item to which the Link belongs. Parent - establishes the hierarchy of pages. Enables subnavigation. Title - choose the content title Link - links to another page outside the website. Link to Node - generates a link to a page inside the website. Check Status Access Role - limits the link to only offering for specific role(s). MISC You can put any miscellaneous items here. Description - Here we can add a description Rel - Specifies the relationship between the current document and the linked document. You likely won t be using this much. Target - Specifies where the link loads Params is a blank field, a reserved option Submit If you have edited all necessary fields and all new content is ready, please click the Submit button to publish. Edit The functions described above can be found and operated here. For more information, see above. Delete To delete content go to Delete and elimiate the items you wish to delete. 36

37 24 design: Theme Shows us the different theme/ designs available. In general there will be one. If we have more then one we can activate and deactivate the different themes here. 37

38 25 design: region Gives us an overview of Items and their regions, we can add, edit and delete regions. Region gives widget a place to live. New Region New region Title - you can change the title Alias - an alternative name for an object, such as a variable, file, or device. Edit Region Title - here you can change the title Delete To delete content go to Delete and eliminate the items you wish to delete. Submit If you have edited all necessary fields and all new content is ready, please click the Submit button to publish. 38

39 26 Globals: General This section should be set by your designer during the site development and should not be modified without careful thought. It includes sitewide defaults and preferences as well as ownership identification. Settings Shows us the settings for the site including title, address etc. Meta Data Meta elements can be used to specify page description, keywords and any other metadata not provided through the other head elements and attributes. Here we add notes and information for personal use. Customer Errors Lists all errors that appear when a customer attempts to access a page that does not exist on your site. Content types Lists all content types. Here we can define what kind of content types we will have. Taxonomy The collection of Vocabulary defined on your site. Captcha If you have a Captcha or an Akismet account this will be where you fill in your information. Google Analytics This is an additional Plug-In. Add your analytics code and information here. 39

40 27 Globals: Settings Shows the settings for the site including title, address etc. Title - choose the content title Default Notifications Address This is the address that notifications from the site will be delivered to. Site Online - here you can check or uncheck the box to make your site on or offline. You can also set a message to be displayed when for when your site is offline. Site s Default Theme - choose a default theme. Nodes - as node is a piece of content, regardless of type. Here you can limit how many Nodes will be enabled per page. Enable WYSIWYG editor - check this option to control how you will exit content in the admin. 40

41 28 Globals: Meta Meta elements can be used to specify page description, keywords and any other metadata not provided through the other head elements and attributes. Meta search engine optimizer Robots define whether a seach engine is allowed to follow a link or not. Keywords - These are the default keywords for the site. If you haven t already defined your keywords, they will be displayed as these. This is also true for the Description. Submit If you have edited all necessary fields and all new content is ready, please click the Submit button to publish. 41

42 29 Globals: NOtes Here we add notes and information for your use. Here you can fill in information about the site and company. 42

43 30 Globals: Custom Errors Lists all errors that appear when a customer attempts to access a page that does not exist on your site. 43

44 31 Globals: Content types Lists all content types. Here we can define what kind of content types we will have. New Type (on top) type Title - Change the title Alias - An alternative name for an object, such as a variable, file, or device. Description - Here you can add a description. Custom fields Field Name - add a name here Datatype - choose the type of data and the type of field from the dropdown menu. Group - the Group controls the sections of the content type, and only relevant ot the admin. Order Placement - define where the new field will be placed. Value Node - Specifies the source of Add another field - Here we can add another field. It will open another New Type field where we will find the same options as seen above. 44

45 taxonomy Vocabulary - which vocabulary(s) apply for this content type Format Check to define whether the date and author name will be visible when viewing content of this type. Comments Here you can define how the user can comment. Comment Status Check disable if you want to disable comments for this post. Check Read only if you want to disable additional comments. Check Read/Write if you want to enable commenting. Auto approve comments - check and the content type will be automatically approved. Spam protection (requires Akismet API key - with this option, suspicious content will be filtered.) Use captcha (requires Recaptcha API key) the new content type will display a combination of numbers and letters embedded in an image which must be entered into the reply form in order for the text to be posted. Params Params is a blank field, a reserved option. You will not be needing this option. 45

46 32 Globals: TaxoNoMy The Taxonomy establishes the organization of the content. We can choose new Vocabulary and Terms and edit them. New Vocabulary (on top) Vocabulary Choose Title to define the Vocabulary title Alias - An alternative name for an object, such as a variable, file, or device. Description - Here we can give an description. Type - Here we can choose content types this vocabulary applies to. 46

47 33 Globals: Captcha If you have a Captcha or a Akismet account this will be where you fill in your information. Akismet URL (requires Akismet API key) Enter the URL of your blog, and suspicious content will be filtered. Akismet Key (requires Akismet API key) You will recieve this key when you sign up for Akisment. Recaptcha Public Key (requires Recaptcha API key) You will recieve this when you sign up for Recaptcha. Recaptcha Private Key (requires Recaptcha API key) You wil recieve this when you sign up for recaptcha. 47

48 Additional Plug-In 34 Globals: google Analytics Is an attional Plug-In where you can fill in your code and additional infromations. analytics Account Code snippet e.g. UA Add any notes you might have for the operator of the site, or otherwise. Code Placement on Page Via code placement, you can control where on the page the analytics code appears. 48

49 35 Help: General If you still have unanswered questions after reading this manual, please use any of our Support/Help tools. Help Manual Leads to a site where you will find further tips and tricks for using Croogo. FAQ Frequently asked questions. Support Go here to send us an . 49

50 36 Additional: Tool Bar When we create content we will be using the tool bar. Here a quick over view of all functions. insert/ edit link paste as find copy plain text paste find/ unlink cut paste from word replace oudent blockquote redo lists indent undo save font style new paragraph choose font doc. Style and font style insert/ edit anchor insert picture cleanup messy code help edit html source insert time select text color insert date preview select background color insert new table table cell properties insert row after insert column before insert column inbetween remove formating subscribt upload video print special character direction right to left table row propertoes insert row before insert row inbetween insert column after insert horizontal roler toggel superscript guidelines/ invisible elements emotions horizontal ruler direction left to right toggle fullscreen mode 50