SUNY Cobleskill OmniUpdate Training

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SUNY Cobleskill OmniUpdate Training Beginners www.cobleskill.edu/ou_training/ Jan. 2012 Kishan Zuber

OmniUpdate (OU): Web Content Management System A content management system (CMS) is a computer application used to create, edit, manage, and publish content in a consistently organized fashion so that nontechnical people can modify/delete/add to it. CMSs are frequently used for storing, controlling, versioning, and publishing industry-specific documentation such as news articles, operators manuals, technical manuals, sales guides, and marketing brochures. The content managed may include computer files, image media, audio files, video files, electronic documents, and Web content.

OU Structure: Directories URL s = Bread crumbs = OU Directories

OU Directories = Folders

Folders Contain Index page (Home / Landing page) Includes folder (Navigation) _breadcrumb.xml Other related pages & sub-folders

Permissions & Access Users are given certain permission levels when their account is created. They can be assigned access to specific folders or individual pages 3 - Contributor: One who has basic editing permissions, but cannot delete or create files or directories. 7 - Editor: This person can edit like the contributor, plus upload files, create new pages and directories (folders) 8 - Designer: This person can edit like the editor, plus edit in HTML-only mode, delete files and assign editing rights.

Servers: Production vs. Staging There are two servers involved when working within the CMS: a staging server housed by OmniUpdate a production server housed on campus. All editable pages (.pcf file extension) within OU are on the staging server All live pages (.asp file extension) and binary files (jpg, png, gif, swf, pdf, doc, etc) are on the production server.

Logging in To access OmniUpdate and edit your pages, click the copyright symbol at the bottom of the page you wish to edit. Then sign-in using your assigned username & password

OU Tabs & Navigation Dashboard: Inbox / messages Current Projects Content: Pages = directory listing Assets = shared & reusable content.

Editing Pages Editable Regions on the page Click to edit content

Check in / Check out Check out: Once you click the edit button, the page is checked out to you. The light bulb next to the page on the directory listing will be illuminated. Check in: Once you publish the page you re working on the page is checked in automatically. Click the light bulb to turn it off and check the page back in.

WYSIWYG Web Editor (What You See Is What You Get)

Lists Unordered Lists: This Is An Unordered list Ordered Lists: 1. This 2. Is 3. An 4. Ordered 5. list

Links To create a link on your page: Type the words you want to link (usually a call to action ex. Search scholarships now >>) Then highlight the phrase / words (drag the mouse across) Then click the chain icon Enter the webpage URL / address you d like the phrase to link to. Choose the target. (go to page using the current browser window, open a new window, etc. Give your link a title and click insert

Save Save: To save periodically while working (recommended) hold Ctrl key and hit S key. The lifesaver icon will spin while you re editing. This feature is a backup save of your work that is recoverable for up to 24hrs on the cache. To save when edits are completed, click the disk at the top left corner of editor.

To Publish: Review the page and check links. If you are satisfied with your edits, click the green Publish Now button. Before going live, you have the option to check the links you created on the page to be sure they direct to working pages. Click check links to perform check. Add a brief note of the changes you made to the page. OU lets you revert back to older versions of the page, so this description will help identify older versions. Click publish at bottom of window and the edits will get pushed to the Production server and your page will be live on the world wide web! Publish