TerminalFOUR Version 8 Change Guide The new version of SiteManager looks quite different at first glance but you ll find that the majority of what you do on the CMS can be done in almost the same way as you do it currently. This guide attempts to draw your attention to the differences that you need to know about, and introduce you to some new features. Contents New Look... 3 Menu Changes... 4 Site Structure... 5 Working with Sections... 6 Section Menu... 6 Moving sections... 6 Section Details Screen... 7 Saving Changes... 7 Duplicating Sections... 7 Working with Content... 8 Accessing Content... 8 Opening Content... 8 Editing Content... 9 Creating Links... 10 Creating Tables... 10 Saving Changes... 10 Reusing Content... 11 Reordering Content... 11 Approving Content... 12 Media Library... 13 Search... 13 Sub-categories... 14 Uploading files... 14 Welsh Language... 15 Section and Content names... 15 Media Language Dependence... 15 Page 1
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New Look Things look rather different - right from the start: Once you are logged in you now have a grey bar across the top instead of the old red bar: The new grey bar contains some of the same things as the old red bar did: site structure link, language switcher, your user ID, as well as a couple of new items. Page 3
Menu Changes The main menu has moved over to a panel down the left side of the screen. You can minimise it if it is in your way by clicking on the << underneath the menu. The same options are there in the Content menu as in the current version, but some of their names have changed a little. Menu panel: Minimised menu panel: Page 4
Site Structure The site structure looks more colourful, with approved, pending and deleted section numbers highlighted in traffic light colours, but otherwise, it s basically the same as before. Folder icons for each section have changed their colour scheme - now they are filled in with a blue background if the section is showing in navigation or have no fill if the section is not showing in navigation. Folder icons for deleted sections have a red fill rather than the whole row being highlighted in red. Page 5
Working with Sections Section Menu The section menu was previously accessed from a little yellow button with a small triangle in it. Now we now use a clearer, blue 'Actions' button to access the section menu. The section menu (for Moderators): There are some wording changes, such as 'Create' instead of 'Add', and 'Edit' instead of 'Modify'. Otherwise the section menu has the same options but is slightly reordered to make it clearer. There is one new feature, 'Expand all', which allows you to make all the sub-sections within the current section expand so you can see all of the sub-sections within it. Moving sections Sections can be moved in the same way as before, by dragging and dropping, but the highlight colour of the section you are dropping the item onto is now green instead of blue. You'll still be asked to confirm that you want to move the section to avoid accidental moves. Page 6
Section Details Screen The section details screen is shown when you create or edit a section. All the same options are visible, but they have been reordered. Note that the Output URL box is now in the Advanced settings area please don't forget to fill it in. Saving Changes When you make a change to section details, you now use a single 'Save changes' button at the bottom right, instead of the previous 'Add' or 'Update' buttons which appeared at the top and bottom of the page. Duplicating Sections It's now possible to duplicate a section from the section details screen. You can use this if you need to create a new section which is very similar to the current section, or if you need to create a new section with all the content from this one mirrored into it. Previously this option was only available from the section menu. It's still there in the new system, but you can now also access it from here too. Page 7
Working with Content Accessing Content All users now need to click on the Content tab after opening a section to view or add content. Click on the section name as before, and then click the Content tab. Previously Contributors went directly to the Content tab. You will see that the status flags for the content items are highlighted in traffic light colours so that it's easy to see which content items are Approved, Pending or Inactive. Opening Content To open content for editing you can click on its name. In the old system this was sometimes the case depending on where you had come from, but now this is the case all the time. If you prefer, you can use the Actions button on the right and choose 'Edit' (equivalent of 'Modify' on the old system). Content templates look roughly the same when you open them for editing, but they have a clearer layout. When a content template requires you to upload an image via the template, the box used to choose the image looks quite different. It also allows you to drag an image from your computer onto the box to choose it: Page 8
Editing Content For content that can be formatted, such as the Body section of General Content, the buttons and menus have changed quite a lot. Full details of the changes to the editor can be seen in the new version of Information Sheet 4.1 Editing Content - Formatting Text. Page 9
Creating Links All links are now created from one button in the menu, rather than using different buttons for internal and external links: You click on the link button, then choose the appropriate type of link: Insert section link link to another section within the CMS (best type of link to use if you are able to). Insert content link link to a specific piece of content within a section in the CMS useful if the section you are linking to has multiple pieces of content and you want to link to a particular one. Insert/edit external link link to a webpage that is not in the CMS. Insert anchor insert an anchor point so you can link to a particular part of the current page. For more information on creating links, see Information Sheet 4.2. Creating Tables Creating tables is much simpler than it was in the old version of the CMS. There is a Table menu which allows you to quickly create a table with either column heading, or with column and row headings. You choose the size of the table by selecting the appropriate number of boxes in the grid: For more information on using tables, see Information Sheet 4.4. Saving Changes When you make a change to section details, you now use a single 'Save changes' button at the bottom right, instead of the previous 'Add' or 'Update' buttons which appeared at the top and bottom of the page. Page 10
Reusing Content Content can be mirrored or duplicated in the same way as before, via the Actions button. Reordering Content Content is now reordered by dragging and dropping, rather than using the up and down arrows in the old system. You need to click to the left of the content name and drag the content, then let go at the point where you want the content moved to. You can still reorder content automatically in alphabetical order as before. Page 11
Approving Content The approval screen is accessed via the Content menu (which is now located in the panel on the left of the screen). If you are looking for a particular piece of content, you can order the list by name, by date it was last modified, or by the person it was last modified by. Click on the column names to use them to order the items. If you have not already previewed the content to check it is ok, you can still preview it from here as before, but it's a little more fiddly to access the preview. Click on the path to the content, under its name in the first column, and the content will open in the content editor. Click on the Preview button in the top right to preview the content. Note: this preview might give you a distorted view of the page if there is more than just this one piece of content in it. If in doubt, use the section preview instead to check the page. You can still check what has changed in the piece of content by looking at the history to do this, click on the Actions button to the right of the item and select History. When you're ready to approve the content, click on the Actions button to the right of the item and select Approve. Page 12
Media Library The Media Library is accessed via the Content menu (which is now located in the panel on the left of the screen). The Media Library no longer opens in the location you last visited, although the category will remain open in the panel on the left. Search Search does not currently work, but the Filter box is very useful for finding your file if you are not sure where it is: Page 13
Sub-categories Adding a new sub-category is now done via the small actions button which is visible on areas of the Media Library where you have permission to add/edit files. You can also edit the current category via this menu. Uploading files The Add Media button is now a green button on the right of the screen (rather than being a grey button on the left), although the principle is the same. When choosing the file you want to upload, you can click on the Media file box and choose the file, or drag the file onto the box: After uploading an image, you can still create variants like before. Click on the name of the image to get to the editing screen, and then click on the Variants tab. Page 14
Welsh Language The language switcher looks a little different and is now represented by a globe: The current language is highlighted with a green circle. Section and Content names You can still put your mouse over a Not translated section or piece of content to see what it s called in English: Media Language Dependence If you are uploading a bilingual document, you can now use the Media Language Dependence options. Previously these options were available but didn t work correctly. For more information on the Media Library and Bilingualism, see Information Sheet 18. Page 15