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INFORMS eZ Publish

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INFORMS – eZ Publish

Content Entry Documentation



Sources:



 eZ Publish User Manual: http://ez.no/doc/ez_publish/user_manual/4_0

 eZ Publish Content Management Basics

 eZ Publish Advanced Content Management





KEY TASKS

1. Logging in



For the Administration Interface (“back-end”):

 http://staging-admin.informs.org/

 [Production URL will most likely be:

http://admin.informs.org/]

 Username/password assigned by your administrator



For the front-end site:

 http://staging.informs.org/user/login

 [Production URL will be: http://www.informs.org/user/login]

 Do not check the “Log in to the eZ Publish Administration Interface” box

 Username/password assigned by your administrator



2. Adding content



For the back-end:

 Select where you want to add the content using either the Content Tree, or by searching via the

Search box.









1|Page

 Select the type of item you want to create from the dropdown, and click “Create Here.”









For the front-end:



NB: You will probably want to use the back-end for adding Promo Items and News Items, as their

parent folders are not included in the front-end site navigation.



 Select where you want to add the content using the site navigation, or by searching via the

Search box.



 Use the Website Toolbar to select the type of item you want to create, then click the “+” button.









3. Editing content



 Fill in the content fields using the edit form.









2|Page

From http://ez.no/doc/ez_publish/user_manual/4_0/daily_tasks/editing_content



In eZ Publish all content editing is done through the object edit interface. This interface will

automatically be displayed whenever you select "Edit" from the context menu, click the

"Edit" buttons/icons or create a new node using the "Create here" button. The following text

reveals how you can edit a node using different approaches.



Using the tree menu and the context menu



1. Use the tree menu on the left to locate the node that you wish to edit.

2. Click on the node's icon in order to bring up the context menu.

3. Select "Edit" from the context menu. The system will display the edit interface.



Using the "Edit" button



1. Use the administration interface to navigate to the node (page) that you wish to edit. In

other words, make sure that the node is being displayed.

2. Click the "Edit" button which is located in the preview window. The system will bring up the

edit interface.



Using the edit icons



1. Use the administration interface to navigate to the node (page) which contains the one that

you wish to edit. In other words, make sure that the parent node is being displayed.

2. Look at the "Sub items" window and locate the node that you wish to edit. Click on the

node's corresponding edit icon (on the right hand side). The system will bring up the edit

interface.









 Rich-Text fields: For rich-text fields, you will be using the Online Editor (the name of the eZ

Publish formatted-text editor). You can use the editor to format content, add links (either

external or internal to the site), and upload images or files.



 When uploading an image using the Online Editor:

o Leave the upload Location field set to “Automatic.”









o You can align images to the left or right using the “Alignment” dropdown.



3|Page

o You can select a different size for the image from the “Size” dropdown.

Always check the “Inline” checkbox.









 Click “Send For Publishing” to submit your changes; click “Store draft” to save your work and

pick it up later; click “Discard draft” to discard your changes. Do not click the browser’s “Back”

button to discard your draft, that will leave a draft version in place. Always click “Discard

draft” to discard your changes.









4|Page

 Publishing content to multiple locations (you edit the content in 1 place, and the changes appear

in each location):





From http://ez.no/doc/ez_publish/user_manual/4_0/daily_tasks/publishing_at_multiple_locations



Adding a new location to a published object



This approach allows you to publish an already published object at a new location in the tree.

For example, if you have a news article that you also wish to make available somewhere else

on the site, you can simply add a new location (a node) to the object that contains the article.

For this to work, you'll need to enable the "Locations" window. This can be done by clicking

on the "Locations" button in the toolbar located in the top/middle of the main area. The

following image shows how this window looks like.









Locations window.



The following text explains how you can add new locations.



1. Navigate the node tree until you find the node (page) that you wish to make available at an

alternate location. Make sure that you're actually looking at the node.

2. Click the "Add locations" button in the "Locations" window. The system will bring up the

browse interface.

3. Use the browse interface to select the alternate location(s) where the object should be

published.

4. Click OK - the object will be published at the selected location(s) and thus it should appear at

different locations in the tree.









5|Page

4. Previewing Content



From http://ez.no/doc/ez_publish/user_manual/4_0/daily_tasks/previewing_content



Previewing the object which is being edited



1. Make sure that you're editing an object.

2. Click the "View" button in the "Current draft" window. The system will bring up the preview

interface.

3. Select the siteaccess which uses the design that should be used to generate the preview.

You'll probably have to select the one which has the same name as your actual site.

4. Click the "Update view" button to regenerate the preview.

5. When done, click the "Edit" button to get back to edit mode.









5. Approving Content (for Administrators and Approvers)



 When content is available for you to review, you will get an email with a link to the content in

the back-end.



 To preview the content, click on the linked item name in the message at the top of the page. Hit

the browser’s “back” button to return to the Approve/Deny page.









 You can approve the content, deny the content, add comments, or add another content

approver to the workflow if you wish.

6|Page

 You can also edit the content by clicking the “Edit” button at the bottom of the page. Your

changes will be published immediately.





IOL-SPECIFIC CONTENT INFORMATION

1. Promos

Multiple styles:



 “calc”









 “highlights”









7|Page

 “raquo-large”









 “promo”









2. Homepage

 Edit the “IOL-Home” item in the backend.

 Click “Expand” under the “Layout” field.









8|Page

 Click “Add Item” to add an item to the selected column.









 Click “Send for Publishing.”



3. Related Content

• Related by Keyword









This will show content items from the site that have the same keywords as the current content item,

using a "subset" match, meaning the currently viewed item must have at least a subset of another

item's keywords for that item to appear in the "Related Pages" area. For example:



IF Article 1 (currently viewed article) has Keywords A, B, C

AND Article 2 has Keywords A, B, C

THEN Article 2 WILL appear in the "Related Pages" area



IF Article 1 (currently viewed article) has Keywords A, B, C

AND Article 2 has Keywords A, B, C, D

THEN Article 2 WILL appear in the "Related Pages" area



IF Article 1 (currently viewed article) has Keywords A, B, C

AND Article 2 has Keywords A, C

THEN Article 2 WILL NOT appear in the "Related Pages" area



IF Article 1 (currently viewed article) has Keywords A, C

AND Article 2 has Keywords A, B

THEN Article 2 WILL NOT appear in the "Related Pages" area









9|Page

In short, Article 2 must have AT LEAST all of Article 1's keywords to appear here, but it may also have

others.



4. Homepage Flash



 The Flash can display up to 5 items.

 The Flash is managed via the “Homepage Slideshow” folder and its children which are

“Slideshow Item” items.

 Once there are 5 items, edit existing ones or add new ones – but be sure to order them in the

backend using the “priority” field:

 To create a new slide:

1. Navigate to the “Homepage Slideshow” folder and select “Slideshow Item” from the

dropdown list – then click “Create Here.”







2. Fill in the Short Name field.



3. Either browse for an existing image (using the “Add existing objects” button) or

upload a new image (using the “Create new object”) button.



If you are adding an existing image:

You will probably want to switch to “thumbnail” view by clicking the word

“Thumbnail” in the top-right corner once you’re browsing.







If you are uploading a new image:

You only need to give the image a name and upload the file – you don’t need to fill

in description, caption, or any other image fields.









10 | P a g e

Once you have selected the file, scroll down to the bottom of the page and click

“Store Draft” before filling in any other fields – if you don’t do this, you might have

to upload your image again and it won’t be stored properly.









Any new images you upload will be stored in the Media Library under the

“Images/Slideshow Images” folder.



 Fill in the Headline & Teaser text fields.



 For the “Link” field, click the “Add Object” button and select any piece of content within the site

that you wish to link to.









 Click “Send for publishing.”









11 | P a g e



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