ksom sitecore training content editors n.
Download
Skip this Video
Loading SlideShow in 5 Seconds..
KSOM Sitecore Training Content Editors PowerPoint Presentation
Download Presentation
KSOM Sitecore Training Content Editors

Loading in 2 Seconds...

play fullscreen
1 / 173

KSOM Sitecore Training Content Editors - PowerPoint PPT Presentation


  • 110 Views
  • Uploaded on

KSOM Sitecore Training Content Editors. Prepared exclusively for Swanson Russell West Monroe Partners. Table of Contents. Accessing Sitecore General Web Site Editing Overview & Best Practices Creating a New Page & Adding Content Home Page Support Keck Dean’s Corner

loader
I am the owner, or an agent authorized to act on behalf of the owner, of the copyrighted work described.
capcha
Download Presentation

KSOM Sitecore Training Content Editors


An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -
    Presentation Transcript
    ksom sitecore training content editors

    KSOM Sitecore TrainingContent Editors

    Prepared exclusively for Swanson Russell

    West Monroe Partners

    table of contents
    Table of Contents
    • Accessing Sitecore
    • General Web Site Editing Overview & Best Practices
    • Creating a New Page & Adding Content
    • Home Page
      • Support Keck
      • Dean’s Corner
      • Featured News/More News
      • Featured Event/More Upcoming Events
    • Creating Pages from Templates
      • Basic Page
      • News & Events
      • Events & Custom Copy
      • News & Custom Copy
    • Adding Site Content
      • Events
        • Add an Event
        • Event Calendar
        • Event Detail Page
      • News
        • Add a News Item
        • News Landing Page
        • News Detail Page
      • Creating Metadata
      • Callouts
        • Add a Content Callout
        • Add a Visual Callout
        • Publish a Callout
        • Callout Inheritance and Hiding
      • Creating Sub-Folder
    • Appendices
      • Appendix A: Rich Text Editor
      • Appendix B: Search Within Sitecore
      • Appendix C: Workflow Process Details
      • Appendix D: Using the Workbox
      • Appendix E: Image Tools
    accessing sitecore
    Accessing Sitecore
    • The Sitecore system can be accessed by visiting the following URLs:
      • Development Site: http://med-sc-dev.usc.edu/sitecore
      • Production Site: http://med-sc-cms1.usc.edu/sitecore/login
    • At the login screen, there are various options that allow access to the two different methods of editing content. The two content editing modes are the Content Editor, and Edit Web Mode. We will be using the Content Editor for our training and encourage you do to the same.

    4

    content structure
    Content Structure
    • Content within Sitecore is stored within a tree structure

    1

    2

    3

    4

    1

    2

    3

    4

    6

    content structure1
    Content Structure
    • Content within Sitecore is stored within a tree structure
    • Pages contain content which is split into data fields of various types
      • Single line of text
      • Image
      • Rich Text

    7

    content editor
    Content Editor
    • In the Content Editormode, content is viewed as a hierarchical tree. Nearly all of the editable content will be found under the ‘KSOM’ item in the content tree. The Content Editor mode provides some functionality that is not available in Web Edit mode, such as copy/paste and item sorting.

    8

    editing items
    Editing Items
    • Editing Items
      • Before you begin, please be sure that you disable your pop-up blockers.
    • Locking and Item
      • Before an item can be edited, it must be locked. Locking prevents changes from being overwritten by another user editing content at the same time. Content locking can be turned off if there are very few content editors.
      • If the item needs to be locked, then the warning will appear beneath the name of the item. To lock the item, click the Edit button OR the ‘Lock and Edit’ link on the page. After clicking the Edit button, the item can be edited.

    9

    creating a new version
    Creating a New Version
    • It is recommended at this time to create a new version prior to making edits on a page. This way if you wish to discard your changes, you may just revert to a previous version. To add version go to the Versions Tab and select the Versions drop down. Click the ‘Add Version’.

    10

    deleting versions and unlocking items
    Deleting Versions and Unlocking Items
    • To revert back to the previous version and remove your changes, you must delete the current version. First, select the page you would like to revert back to previous version. Click on the Version tab. From there, click Remove to remove the current version.

    11

    deleting versions and unlocking items1
    Deleting Versions and Unlocking Items
    • To unlock and item or discard your changes, you must go to the Review Tab and unlock the item. Once on the Review tab, select ‘My Items’. From the pop-up select the item you would like to unlock and select ‘Unlock’. When you are finished select ‘Close.’

    12

    creating a new page
    Creating a New Page
    • Updating Text
      • Any text that is able to be edited can be made directly to the page.
    • Adding Pages
      • To add a page in Sitecore select the area you would like to add a page to and right click. Select Insert  Insert from Template. A menu will appear where you will be able to select the type of page you would like to add.
      • Next, a pop-up will appear asking you to name the new page. Enter the name and click ‘OK’.
    • Adding Metadata
      • All pages will have metadata associated with them. See slides below for details.

    14

    creating a new page1
    Creating a New Page
    • For MAC users:
      • Rather than right-clicking to create a new page, you can add new page in the ribbon. Click on the section under which you want to create the page, and under the Home tab, you will see page options.
      • You will also see the other menu options in the ribbon that you would see in the right-click menu

    15

    changing page titles
    Changing Page Titles
    • The page title that is displayed in the Menus and Navigation throughout the site comes from the name of the item. To change the name of an item, right click the item, and select the ‘Rename’ option. Some items cannot be renamed.

    16

    saving and checking in items
    Saving and Checking In Items
    • While you are working, you may Save the work you are doing. You can click the ‘Save’ button or click CTRL+S.
    • When you have completed your changes, you must check the page back in. This will allow other editors to see your changes, but these changes will not appear on the site. To check in the item, from the Home tab select the Edit drop down. From there you can check in the item.

    17

    previewing changes
    Previewing Changes
    • Changes to content items can be previewed by clicking the Publish tab at the top of the content editor, then clicking the Preview button. A new browser window will be displayed, and changes can be previewed before they are published.
    • Please be sure to close your preview window once you are done viewing your changes as that window will display all items checked in and may appear that items are being published without actually being published.

    18

    publishing items
    Publishing Items
    • The workflow process is in place to ensure that content is appropriately reviewed before being published onto the live website
    • There are two workflows in place:
      • KSOM Content Workflow (used for standard site content and pages)
      • KSOM News and Events Workflow (used solely for news and event items, and to publish specifically to the Home Page and Master Calendar)
    • Each workflow process follows a few basic steps (shown below) and begins when a user wants to publish content to be displayed on the site
    • In order to publish an item, it must go through a workflow process.
    • News and Events Workflow Steps

    Content Workflow Steps

    1

    1

    2

    2

    3

    3

    4

    5

    19

    publishing items1
    Publishing Items
    • As a Content Author, you can only submit an item for approval. To do this, select ‘Submit’ from the Edit drop-down menu
      • After a Content Approver approves the item, then it will be published
      • After a Content Approver approves the item, then it will be published
    • As a Content Approver, you can submit AND approve your own items, if desired
    • An item is published after it goes through the workflow process and is approved

    *For more details on the workflow process, please see Workflow Process Details

    20

    upload an image
    Upload an Image
    • There are two methods of uploading images to Sitecore:
    • The following slides will provide a step-by-step guide to uploading images using both methods
    • 1. Upload the image to the Media Library
    • This method is best for adding multiple images to Sitecore at once
    • 2. Upload the image as you are creating or editing a page
    • This method is best for adding images “on the fly” while you are creating/editing a page

    21

    upload an image media library
    Upload an Image – Media Library
    • 1. Upload the image to the Media Library
    • This method is best for adding multiple images to Sitecore at once
    • At the very bottom of the tree structure, you will see Media Library section
    • Clicking on this will take you to the Media Library, where all images and files are stored

    22

    upload an image media library1
    Upload an Image – Media Library
    • 1. Upload the image to the Media Library
    • This method is best for adding multiple images to Sitecore at once
    • By clicking into the Images folder, you will see all of the images stored on the site
      • Within the Images folder, you can create new sub-folders to organize your images
    • There are three ways to upload new images:
      • Upload Files
      • Upload Files (Advanced)
      • Drag & Drop
    • Images must be published for them to appear on the site, just like all content.
    • The correct sizes (in pixels) for each image type are as follows:
      • Banner Image – 644 x 218
      • Feature Image – 274 x 72
      • More News & Research Image – 65 x 48

    23

    upload an image while editing page
    Upload an Image – while editing page
    • You can also upload images while creating a new page or editing an existing page
    • You can do this in two ways:
      • When adding a banner image to a page
      • Through the rich text editor
    • Banner Image
      • Select the ‘browse’ button
    • Rich Text Editor
      • Select the ‘insert Sitecore media’ button
    • Whichever way you choose, you can upload a new image from the current screen without having to navigate to the Media Library
    • 2. Upload the image as you are creating or editing a page
    • This method is best for adding images “on the fly” while you are creating/editing a page

    24

    upload an image while editing page1
    Upload an Image – while editing page
    • By selecting either ‘browse’ or ‘insert Sitecore media’, you will see the Media Browser screen display
    • 2. Upload the image as you are creating or editing a page
    • This method is best for adding images “on the fly” while you are creating/editing a page

    First, navigate to the ‘Images’ folder

    You will see images organized just as they are in the Media Library. From here, you can select an existing image to add to the page.

    If you need to upload a new image for the page, you can use either the Upload or Drag & Drop feature

    25

    upload an image while editing page2
    Upload an Image – while editing page
    • Upload File (make sure to Publish after you upload)
    • Drag & Drop (make sure to publish after you upload)
    • 2. Upload the image as you are creating or editing a page
    • This method is best for adding images “on the fly” while you are creating/editing a page

    Simply upload the file from your computer as you normally would

    Drag the file from your computer into the folder view that displays

    26

    upload an image while editing page3
    Upload an Image – while editing page
    • After you Upload or Drag & Drop, the image will appear within the tree view as a new image. Select the image and click ‘OK’ to add it to the page.
    • 2. Upload the image as you are creating or editing a page
    • This method is best for adding images “on the fly” while you are creating/editing a page

    27

    hero marquee
    Hero Marquee
    • The Hero Marquee will display at the top of the home page, with five main tabs:
      • Keck
      • Students
      • Faculty & Staff
      • Alumni
      • Patients

    30

    hero marquee1
    Hero Marquee
    • Within the tree structure, you will find the Marquee within the ‘Home’ section within Site Content

    31

    hero marquee2
    Hero Marquee
    • The first three fields you will see are Display Title, Story Title, and Image

    32

    hero marquee3
    Hero Marquee
    • The other two fields you will see are Description and Link
      • NOTE: the ‘Link’ field will always display the same text: “Read The Full Story”. The URL that you enter into the Link field will determine where a user is directed when they click on that item on the page.

    33

    hero marquee4
    Hero Marquee
    • When you click on ‘insert link’ for the Link field within the Hero item, you can specify what text shows up in the yellow box by editing the ‘Link Description’ field

    34

    hero marquee5
    Hero Marquee
    • You will notice that main items within the marquee have sub-links, such as ‘Maps & Directions’
    • To add a link, right-click on the main item and select Insert > General Link
    • When creating a new item, you will need to enter only Title and Link

    35

    support keck
    Support Keck
    • The ‘Support Keck’ feature is found within the ‘Islands’ folder of the tree structure, within the Site Content section
    • There are three fields to add content to for this feature: Title, Description, and Image

    36

    support keck1
    Support Keck
    • After you Save and Publish the item, it will display on the home page

    37

    dean s corner
    Dean’s Corner
    • The ‘Dean’s Corner’ feature is found within the ‘Islands’ folder of the tree structure, within the Site Content section
    • There is only one field to add to for Dean’s Corner, which is Body. Text and/or links can be added to this section. The image within the Dean’s Corner section will not change.

    38

    dean s corner1
    Dean’s Corner
    • After you Save and Publish the item, it will display on the home page

    39

    callouts
    Callouts
    • Also from the KSOM item within the tree structure (beneath the Support Keck and Dean’s Corner sections), you will see the Callouts section.
    • From here, you can add any callouts to the home page, just as you would add callouts to any other page

    40

    featured news
    Featured News
    • To determine which News item is featured on the home page, click on the ‘KSOM’ item within the tree structure.
    • On this page, you will see a dropdown list for Featured News Research. This is where you select which item displays on the home page. You can select from any existing new item.

    41

    featured news1
    Featured News
    • After you Save and Publish the item, it will display on the home page

    42

    more news
    More News
    • To determine which News items are displayed on the home page, you can tag them with metadata labeled ‘Home’
    • Within the News item itself, you will see the ‘Metadata Tagging’ area
      • From here, you will see the option for ‘Home’. When you select ‘Home’ the News item will be set to display on the home page
    • *NOTE: You can only tag metadata items to which you have access. For example, if you are only a member of the Department of Medicine, you will only be able to tag events with ‘Department of Medicine’

    43

    featured event
    Featured Event
    • To determine which Event is featured on the home page, click on the ‘KSOM’ item within the tree structure.
    • On this page, you will see a dropdown list for Featured Event. This is where you select which event displays on the home page. You can select from any existing new item.

    44

    featured event1
    Featured Event
    • After you Save and Publish the item through the workflow, it will display on the home page

    45

    more upcoming events
    More Upcoming Events
    • To determine which Event items are displayed on the home page, you can tag them with metadata labeled ‘Home’
    • Within the Event item itself, you will see the ‘Metadata Tagging’ area
      • From here, you will see the option for ‘Home’. When you select ‘Home’ the Event item will be set to display on the home page
    • *NOTE: You can only tag metadata items to which you have access. For example, if you are only a member of the Department of Medicine, you will only be able to tag events with ‘Department of Medicine’

    46

    page color key
    Page ‘Color Key’
    • Each page template has a color associated with it, which is what you will see when you attempt to create a new page
      • Basic Page = WHITE
      • Events and Custom Copy = YELLOW
      • News and Custom Copy = GREEN
      • News and Events = RED
    • If the ‘insert’ menu appears smaller than what you see above, you need to add http://med-sc-dev.usc.edu to your “trusted sites” in your Internet Explorer browser. If you don’t know how to do this, the following article provides instructions: http://www.microsoft.com/windows/ie/ie6/using/howto/security/settings.mspx

    48

    changing page templates
    Changing Page Templates
    • Content editors have the ability to change an existing page’s template if needed
      • NOTE: all content editors do not yet have this ability. This will be added at a later date.
    • Within the top ribbon, you will see ‘change’ within the Template section of the Configure tab
      • NOTE: do not use the ‘Edit’ template option
    • When you click ‘Change’ you will see the ‘Change Template Wizard’ pop up on your screen

    49

    changing page templates1
    Changing Page Templates
    • Next, you can select the type of page (from an existing page) that you can change to

    50

    changing page templates2
    Changing Page Templates
    • Once you select the new template, you will see a warning page displaying the details of what will change with the new template.
    • NOTE: because different templates have different fields, some fields may be lost if the new template does not have the same fields

    51

    page creation process
    Page Creation Process
    • When creating a page using the Basic template, you will generally follow the steps below:
      • Create page
      • Set up metadata/assign metadata to page

    53

    page creation process1
    Page Creation Process
    • When creating a page using the News & Events, Events and Custom Copy, or News & Custom Copy templates, you will generally follow the steps below:
      • Create page
      • Create news or event items for the page
      • Set up metadata/assign metadata to page

    54

    basic page
    Basic Page
    • To create a Basic Page, right-click the page or area under which it will be created.
    • Select Insert > Basic Page (the white option)
    • Add the name of the page to the pop-up window that displays and click ‘OK’

    55

    basic page1
    Basic Page
    • The first four fields are used to name the page and its navigation items.
    • Typically, these will all contain the same text
    • Page Title will display at the very top of the page
    • Subtitle will display below the image
    • Navigation Title will display in the left hand navigation
    • Breadcrumbs Title will display in the breadcrumb trail at the top of the page

    56

    basic page2
    Basic Page
    • The other three areas of a Basic Page are Image, Body, and Callouts.
    • If the image has not yet been uploaded to the Media Library within Sitecore, you will need to upload it.
      • If you do not remember how to upload an image, please refer back to slide 25 by clicking here.

    57

    basic page3
    Basic Page
    • Next, you will tag the page with a specific metadata category so that the page is associated with the correct section of the site.
    • If you tag a page properly, it will only display News & Events items that correspond to that page on the All Events page and All News page.
    • You will see a ‘metadata category’ drop-down list available where you can choose from specific categories.

    58

    create new metadata
    Create New Metadata
    • Metadata are the tags that allow you to connect a specific news item or event to a certain department of office
    • All metadata items are found within the ‘Metadata’ folder within the Site Content area within the tree structure
    • Metadata items are organized within four folders:

    59

    create new metadata1
    Create New Metadata
    • First, right-click on the folder within which you want to create the new metadata item
    • After right-clicking, select ‘Metadata’
    • Then, name the new metadata item

    60

    create new metadata2
    Create New Metadata
    • When you create the new metadata item, you will just need to add the links to the default Calendar and Landing Pages for this specific item. This will be related to the department or office to which the metadata item is connected.

    61

    publishing a basic page
    Publishing a Basic Page
    • As a Content Author, you can only submit an item for approval. To do this, select ‘Submit’ from the Edit drop-down menu
      • A Content Approver will be notified via email to review the item
      • After a Content Approver approves the item, then it will be published
    • As a Content Approver, you can submit AND approve your own items, if desired
    • An item is published after it goes through the workflow process and is approved

    *For more details on the workflow process, please see Workflow Process Overview

    62

    basic page4
    Basic Page
    • Once published, a Basic Page will look similar to this:

    63

    page creation process2
    Page Creation Process
    • When creating a page using the News & Events, Events and Custom Copy, or News & Custom Copy templates, you will generally follow the steps below:
      • Create page
      • Create news or event items for the page
      • Set up metadata/assign metadata to page

    65

    news events page
    News & Events Page
    • To create a News & Events Page, right-click the page or area under which it will be created.
    • Select Insert > Basic Page with News and Events (the yellow option)
    • Add the name of the page to the pop-up window that displays and click ‘OK’

    66

    news events page1
    News & Events Page
    • The first four fields are used to name the page and its navigation items.
      • Typically, these will all contain the same text
    • Below them, you will see the Image and Body fields
    • Page Title will display at the very top of the page
    • Subtitle will display below the image
    • Navigation Title will display in the left hand navigation
    • Breadcrumbs Title will display in the breadcrumb trail at the top of the page
    • If the image has not yet been uploaded to the Media Library within Sitecore, you will need to upload it.
      • If you do not remember how to upload an image, please refer back to slide 25 by clicking here.

    67

    news events page2
    News & Events Page
    • At the bottom of the page, you will see Featured News Research and Featured Event
      • From here, select the ‘featured’ items from the drop-down list to be displayed on the page
      • **If you need to create new News/Event items for this page, refer to the sections later in the training guide about creating News/Event items. You will then be able to select them for this page.
    • Below those fields, you will see the Callouts section

    68

    news events page3
    News & Events Page
    • Next, you will tag the page with a specific metadata category so that the page is associated with the correct section of the site.
    • If you tag a page properly, it will only display News & Events items that correspond to that page on the All Events page and All News page.
    • You will see a ‘metadata category’ drop-down list available where you can choose from specific categories.

    69

    create new metadata3
    Create New Metadata
    • Metadata are the tags that allow you to connect a specific news item or event to a certain department of office
    • All metadata items are found within the ‘Metadata’ folder within the Site Content area within the tree structure
    • Metadata items are organized within four folders:

    70

    create new metadata4
    Create New Metadata
    • First, right-click on the folder within which you want to create the new metadata item
    • After right-clicking, select ‘Metadata’
    • Then, name the new metadata item

    71

    create new metadata5
    Create New Metadata
    • When you create the new metadata item, you will just need to add the links to the default Calendar and Landing Pages for this specific item. This will be related to the department or office to which the metadata item is connected.

    72

    publishing a news events page
    Publishing a News & Events Page
    • As a Content Author, you can only submit an item for approval. To do this, select ‘Submit’ from the Edit drop-down menu
      • A Content Approver will be notified via email to review the item
      • After a Content Approver approves the item, then it will be published
    • As a Content Approver, you can submit AND approve your own items, if desired
    • An item is published after it goes through the workflow process and is approved

    *For more details on the workflow process, please see Workflow Process Overview

    73

    news events page4
    News & Events Page
    • Once published, a News & Events Page will look similar to this:

    74

    page creation process3
    Page Creation Process
    • When creating a page using the News & Events, Events and Custom Copy, or News & Custom Copy templates, you will generally follow the steps below:
      • Create page
      • Create news or event items for the page
      • Set up metadata/assign metadata to page

    76

    events custom copy page
    Events & Custom Copy Page
    • To create an Events & Custom Copy Page, right-click the page or area under which it will be created.
    • Select Insert > Basic Page with Events and Custom Copy (the green option)
    • Add the name of the page to the pop-up window that displays and click ‘OK’

    77

    events custom copy page1
    Events & Custom Copy Page
    • The first four fields are used to name the page and its navigation items.
    • Typically, these will all contain the same text
    • Page Title will display at the very top of the page
    • Subtitle will display below the image
    • Navigation Title will display in the left hand navigation
    • Breadcrumbs Title will display in the breadcrumb trail at the top of the page

    78

    events custom copy page2
    Events & Custom Copy Page
    • The next three areas of an Events & Custom Copy Page are Image, Body, and Custom Copy.
    • If the image has not yet been uploaded to the Media Library within Sitecore, you will need to upload it.
      • If you do not remember how to upload an image, please refer back to slide 25 by clicking here.

    79

    events custom copy page3
    Events & Custom Copy Page
    • Next, you will tag the page with a specific metadata category so that the page is associated with the correct section of the site.
    • If you tag a page properly, it will only display News & Events items that correspond to that page on the All Events page and All News page.
    • You will see a ‘metadata category’ drop-down list available where you can choose from specific categories.

    80

    create new metadata6
    Create New Metadata
    • Metadata are the tags that allow you to connect a specific news item or event to a certain department of office
    • All metadata items are found within the ‘Metadata’ folder within the Site Content area within the tree structure
    • Metadata items are organized within four folders:

    81

    create new metadata7
    Create New Metadata
    • First, right-click on the folder within which you want to create the new metadata item
    • After right-clicking, select ‘Metadata’
    • Then, name the new metadata item

    82

    create new metadata8
    Create New Metadata
    • When you create the new metadata item, you will just need to add the links to the default Calendar and Landing Pages for this specific item. This will be related to the department or office to which the metadata item is connected.

    83

    events custom copy page4
    Events & Custom Copy Page
    • The final fields of an Events & Custom Copy Page are Featured Event (choose from drop-down) and Callouts.
    • **If you need to create new Event items for this page, refer to the sections later in the training guide about creating Event items. You will then be able to select them for this page.

    84

    publishing an events custom copy page
    Publishing an Events & Custom Copy Page
    • As a Content Author, you can only submit an item for approval. To do this, select ‘Submit’ from the Edit drop-down menu
      • A Content Approver will be notified via email to review the item
      • After a Content Approver approves the item, then it will be published
    • As a Content Approver, you can submit AND approve your own items, if desired
    • An item is published after it goes through the workflow process and is approved

    *For more details on the workflow process, please see Workflow Process Overview

    85

    events custom copy page5
    Events & Custom Copy Page
    • Once published, an Events & Custom Copy Page will look similar to this:

    86

    page creation process4
    Page Creation Process
    • When creating a page using the News & Events, Events and Custom Copy, or News & Custom Copy templates, you will generally follow the steps below:
      • Create page
      • Create news or event items for the page
      • Set up metadata/assign metadata to page

    88

    news custom copy page
    News & Custom Copy Page
    • To create a News & Custom Copy Page, right-click the page or area under which it will be created.
    • Select Insert > Basic Page with News and Custom Copy (the red option)
    • Add the name of the page to the pop-up window that displays and click ‘OK’

    89

    news custom copy page1
    News & Custom Copy Page
    • The first four fields are used to name the page and its navigation items.
    • Typically, these will all contain the same text
    • Page Title will display at the very top of the page
    • Subtitle will display below the image
    • Navigation Title will display in the left hand navigation
    • Breadcrumbs Title will display in the breadcrumb trail at the top of the page

    90

    news custom copy page2
    News & Custom Copy Page
    • The next three areas of a News & Custom Copy Page are Image, Body, and Custom Copy.
    • If the image has not yet been uploaded to the Media Library within Sitecore, you will need to upload it.
      • If you do not remember how to upload an image, please refer back to slide 25 by clicking here.

    91

    news custom copy page3
    News & Custom Copy Page
    • Next, you will tag the page with a specific metadata category so that the page is associated with the correct section of the site.
    • If you tag a page properly, it will only display News & Events items that correspond to that page on the All Events page and All News page.
    • You will see a ‘metadata category’ drop-down list available where you can choose from specific categories.

    92

    create new metadata9
    Create New Metadata
    • Metadata are the tags that allow you to connect a specific news item or event to a certain department of office
    • All metadata items are found within the ‘Metadata’ folder within the Site Content area within the tree structure
    • Metadata items are organized within four folders:

    93

    create new metadata10
    Create New Metadata
    • First, right-click on the folder within which you want to create the new metadata item
    • After right-clicking, select ‘Metadata’
    • Then, name the new metadata item

    94

    create new metadata11
    Create New Metadata
    • When you create the new metadata item, you will just need to add the links to the default Calendar and Landing Pages for this specific item. This will be related to the department or office to which the metadata item is connected.

    95

    news custom copy page4
    News & Custom Copy Page
    • The final fields of a News & Custom Copy Page are Featured News Research (choose from drop-down) and Callouts.
    • **If you need to create new News items for this page, refer to the sections later in the training guide about creating News items. You will then be able to select them for this page.

    96

    publishing a news custom copy page
    Publishing a News & Custom Copy Page
    • As a Content Author, you can only submit an item for approval. To do this, select ‘Submit’ from the Edit drop-down menu
      • A Content Approver will be notified via email to review the item
      • After a Content Approver approves the item, then it will be published
    • As a Content Approver, you can submit AND approve your own items, if desired
    • An item is published after it goes through the workflow process and is approved

    *For more details on the workflow process, please see Workflow Process Overview

    97

    news custom copy page5
    News & Custom Copy Page
    • Once published, a News & Custom Copy Page will look similar to this:

    98

    add an event
    Add an Event
    • At the bottom of the tree structure, you will see the Site Content section
    • Within this section, you will see an Events folder, with all Events within that folder
    • To create a new Event, right-click the Events folder, and select Insert > Event
    • In the pop-up window, enter the name of the new event

    100

    add an event1
    Add an Event
    • For MAC users:
      • Rather than right-clicking to create a item, you can add new event in the ribbon. Click on the section under which you want to create the page, and under the Home tab, you will see event options.
      • You will also see the other menu options in the ribbon that you would see in the right-click menu

    101

    add an event2
    Add an Event
    • The new event will be created and you can populate its fields
    • Note: Events can be either single day or multi-day. If the event is single day, leave the ‘End Date’ field empty. DO NOT span an event across multiple months. If an event exists across multiple months (i.e. 5/31-6/2), create two separate event items.
    • The Title is the name of the event

    If you need to create an event that spans over two months, please create multiple events that start and end within the same month

    • Select the start and end dates using the calendar menus
    • Enter the Time of the event
    • When entering time, please use one of the following formats:
    • 3:00pm – 4:00pm PT
    • 3:00pm PT
    • Enter the Location of the event

    102

    add an event3
    Add an Event
    • Below the ‘Location’ field, you will see a section to add an Image to the page
    • Select ‘browse’ to select the image
    • The Media Browser will appear, and you can select your image.
    • If the image has not yet been uploaded to the Media Library within Sitecore, you will need to upload it.

    103

    add an event4
    Add an Event
    • At the bottom of the page, you will see options to tag the Event
    • This tagging will place the Event on the proper Department and/or Office page
    • You can tag an Event with multiple departments and/or offices
    • *NOTE: You can only tag metadata items to which you have access. For example, if you are only a member of the Department of Medicine, you will only be able to tag events with ‘Department of Medicine’
    • When you select an item, you can add it using the ‘add’ arrow
    • All departments and offices will be listed here for you to tag
    • You can remove a tag by using the ‘remove’ arrow

    104

    publish an event
    Publish an Event
    • When you are ready to publish an event, you must use the workflow to do so
    • Events use the KSOM News and Events Workflow
    • If you simply want to submit the item to be displayed on an event calendar, you only need to Submit the item. To do this, select ‘Submit’ from the Edit drop-down menu:
    • Once the item is submitted, it will be published and displayed on the site.

    105

    publish an event to the home page
    Publish an Event to the Home Page
    • If you want to submit the item to be displayed on the Home Page, you need to select Request for Home Page for the itemfrom the drop-down menu:
    • A Site Manager will be notified via email that the item is ready for review.
      • If the Site Manager approves the event, it will be published on the Home Page and on the Master Calendar.
      • If the Site Manager rejects the event, it will be placed back in ‘Draft’ state. You will be notified via email.
      • **NOTE: if an event is rejected after it is requested for the Home Page, it may not be displayed anywhere else on the site. To display it on another page, follow the tagging process and use the Submit workflow action.

    106

    publish an event to the master calendar
    Publish an Event to the Master Calendar
    • If you want to submit the item to be displayed on the Master Calendar, you need to select Request for Master Calendar for the itemfrom the drop-down menu:
    • A Site Manager will be notified via email that the item is ready for review.
      • If the Site Manager approves the event, it will be published on the Master Calendar.
      • If the Site Manager rejects the event, it will be placed back in ‘Draft’ state. You will be notified via email.
      • **NOTE: if an event is rejected after it is requested for the Master Calendar, it may not be displayed anywhere else on the site. To display it on another page, follow the tagging process and use the Submit workflow action.

    107

    featured event2
    Featured Event
    • To determine which Event is featured on the home page, click on the ‘KSOM’ item within the tree structure.
    • On this page, you will see a dropdown list for Featured Event. This is where you select which event displays on the home page. You can select from any existing new item.

    108

    featured event3
    Featured Event
    • After you Save and Publish the item through the workflow, it will display on the home page

    109

    more upcoming events1
    More Upcoming Events
    • To determine which Event items are displayed on the home page, you can tag them with metadata labeled ‘Home’
    • Within the Event item itself, you will see the ‘Metadata Tagging’ area
      • From here, you will see the option for ‘Home’. When you select ‘Home’ the Event item will be set to display on the home page

    110

    event calendar overview
    Event Calendar Overview
    • When you create an Event (see above slides), it will be automatically added to the Events Calendar page if it is occurring within the next two weeks
    • All Events (without limit) within the next two weeks will be added to the page
    • You can click an active day (one with bold numbers) to view that day’s events

    112

    event detail page overview
    Event Detail Page Overview
    • Each Event will have its ‘detail’ page that displays all of the information for that event.
    • On the right side of the page, the ‘Upcoming Events’ feature will display the next four upcoming events

    113

    add a news item
    Add a News Item
    • At the bottom of the tree structure, you will see the Site Content section
    • Within this section, you will see an NewsResearch folder, with all news items within that folder
    • To create a new News item, right-click the NewsResearch folder, and select

    Insert > News

    • In the pop-up window, enter the name of the new item

    115

    add a news item1
    Add a News Item
    • The new item will be created and you can populate its fields
    • The Title is the name of the item
    • Select the date using the drop-down menu
    • Enter the Time of the item
    • Add a description to the item
    • Add body text

    116

    add a news item2
    Add a News Item
    • Below the ‘Body’ field, you will see sections to add an Image to the page
    • Select ‘browse’ to select the image
    • The Media Browser will appear, and you can select your image.
    • If the image has not yet been uploaded to the Media Library within Sitecore, you will need to upload it.

    117

    add a news item3
    Add a News Item
    • At the bottom of the page, you will see options to tag the News item
    • This tagging will place the item on the proper Department and/or Office page
    • You can tag a News item with multiple departments and/or offices
    • *NOTE: You can only tag metadata items to which you have access. For example, if you are only a member of the Department of Medicine, you will only be able to tag items with ‘Department of Medicine’
    • When you select an item, you can add it using the ‘add’ arrow
    • All departments and offices will be listed here for you to tag
    • You can remove a tag by using the ‘remove’ arrow

    118

    publish a news item
    Publish a News Item
    • When you are ready to publish a news item, you must use the workflow to do so
    • News Items use the KSOM News and Events Workflow
    • If you simply want to submit the item to be displayed on an event calendar, you only need to Submit the item. To do this, select ‘Submit’ from the Edit drop-down menu:
    • Once the item is submitted, it will be published and displayed on the site.

    119

    publish a news item to the home page
    Publish a News Item to the Home Page
    • If you want to submit the item to be displayed on the Home Page, you need to select Request for Home Page for the itemfrom the drop-down menu:
    • A Site Manager will be notified via email that the item is ready for review.
      • If the Site Manager approves the item, it will be published on the Home Page.
      • If the Site Manager rejects the item, it will be placed back in ‘Draft’ state. You will be notified via email.
      • **NOTE: if an item is rejected after it is requested for the Home Page, it may not be displayed anywhere else on the site. To display it on another page, follow the tagging process and use the Submit workflow action.

    120

    featured news2
    Featured News
    • To determine which News item is featured on the home page, click on the ‘KSOM’ item within the tree structure.
    • On this page, you will see a dropdown list for Featured News Research. This is where you select which item displays on the home page. You can select from any existing new item.

    121

    featured news3
    Featured News
    • After you Save and Publish the page, it will display on the home page

    122

    more news1
    More News
    • To determine which News items are displayed on the home page, you can tag them with metadata labeled ‘Home’
    • Within the News item itself, you will see the ‘Metadata Tagging’ area
      • From here, you will see the option for ‘Home’. When you select ‘Home’ the News item will be set to display on the home page

    123

    news landing page overview
    News Landing Page Overview
    • The News Landing page will list news items for a specific department or area
    • The first news item gets a unique position and styling on the page
    • The remaining news items will display in a paginated list, with four items on each page

    125

    news detail page overview
    News Detail Page Overview
    • When you create a News & Research item (see above slides), a News Detail Page for that item will automatically be created
    • You will see the following items on the page:
      • Title
      • Date
      • Body Text
      • Image
      • More News feature

    127

    create new metadata12
    Create New Metadata
    • Metadata are the tags that allow you to connect a specific news item or event to a certain department of office
    • All metadata items are found within the ‘Metadata’ folder within the Site Content area within the tree structure
    • Metadata items are organized within four folders:

    129

    create new metadata13
    Create New Metadata
    • First, right-click on the folder within which you want to create the new metadata item
    • After right-clicking, select ‘Metadata’
    • Then, name the new metadata item

    130

    create new metadata14
    Create New Metadata
    • When you create the new metadata item, you will just need to add the links to the default Calendar and Landing Pages for this specific item. This will be related to the department or office to which the metadata item is connected.

    131

    add a content callout
    Add a Content Callout
    • A content callout can contain custom text and images, displayed in various unique formats.
    • To create a custom callout, insert a new item within the folder seen below – Site Content > Callouts > Content.
    • Note: sub-folders can exist within the callout folders if necessary

    133

    add a content callout1
    Add a Content Callout
    • When creating a new content callout, you will see the following fields:
      • Background Color: grey, tan, or white (drop-down list)
      • Content: rich text editor
        • Within the rich text editor, you can add text and/or images
        • When adding the callout’s title, make sure to use Heading 3 so that the title displays in the correct format on the page
      • Learn More Link: link to more details regarding the item

    134

    add a visual callout
    Add a Visual Callout
    • A visual callout can contain custom text and/or images. All visual callouts will have a similar styling.
    • To create a custom callout, insert a new item within the folder seen below – Site Content > Callouts > Content.
    • Note: sub-folders can exist within the callout folders if necessary

    135

    add a visual callout1
    Add a Visual Callout
    • When creating a new visual callout, you will see the following fields:
      • Image
      • Link
      • Content: rich text editor (keep this short to fit within the callout box)
      • Background Color: grey, red, or yellow (drop-down list)
    • NOTE: The image is optional. If no image is selected, the text will fill the available space in the callout. If the image is added, it will always display on the left side of the callout.

    136

    publishing callouts
    Publishing Callouts
    • As a Content Author, you can only submit an item for approval. To do this, select ‘Submit’ from the Edit drop-down menu
      • After a Content Approver approves the item, then it will be published
    • As a Content Approver, you can submit AND approve your own items, if desired
    • An item is published after it goes through the workflow process and is approved

    *For more details on the workflow process, please see Workflow Process Details

    137

    callout inheritance and hiding
    Callout Inheritance and Hiding
    • If a parent page (such as a department page) displays certain callouts, any page created beneath that page (a child page) will, by default, display the same callouts as the parent page.
    • If you want to display different callouts on the child page, you can change the callouts as you normally would
    • If you want to hide the parent page’s callouts, you select the ‘hide callouts’ checkbox within the content editor. Make sure to publish the page to reflect any changes to the callouts.

    138

    creating sub folders
    Creating Sub-Folders
    • When you need to create sub-folders within an existing content section, there are a few key steps to take to ensure adding new items is a simple process.
      • NOTE: the example below shows Callouts. The process is the same for any content type within Sitecore.
    • To make sure the content type is displayed within the ‘Insert’ menu (as seen below), you will need to follow the steps below.
    • You can add the callout as an insert option to each folder you create – this will need to be done to each folder/sub-folder.

    140

    creating sub folders1
    Creating Sub-Folders
    • Make sure to click on the folder to which you want to add the insert option
    • In the configure tab, select ‘Assign’
    • On the pop-up screen, expand the tree (KSOM > Items > Callouts), and then select the type of callout you want users to add to the specific folder. Add it to the right by using the blue arrows. Then, click OK.

    141

    appendix a rich text editor
    Appendix A: Rich Text Editor
    • Some fields provide access to a Rich Text Editor

    143

    appendix a rich text editor1
    Appendix A: Rich Text Editor
    • The toolbar provides many “standard” word processing features

    144

    appendix a rich text editor2

    Standard cut / copy / paste

    Paste from Word

    Paste from Word Cleaning Fonts and Sizes

    Paste Plain Text

    Paste as HTML

    Appendix A: Rich Text Editor
    • Provides both standard clipboard and “clean” pasting operations

    145

    appendix a rich text editor3

    Standard Formatting

    Undo / Redo

    Appendix A: Rich Text Editor
    • Supports undo / redo and common formatting options

    146

    appendix a rich text editor4
    Appendix A: Rich Text Editor
    • Insert special symbols

    147

    appendix a rich text editor5
    Appendix A: Rich Text Editor
    • Various toolbar commands assist with managing links and media

    148

    appendix a rich text editor6
    Appendix A: Rich Text Editor
    • Right-click to edit image properties (for example, image alignment)

    149

    appendix a rich text editor7
    Appendix A: Rich Text Editor
    • The editor includes a powerful table management wizard

    Set Table Properties

    Right click in a table

    150

    appendix a rich text editor8
    Appendix A: Rich Text Editor
    • Spell checking and on-line help

    151

    appendix b search
    Appendix B: Search
    • Within the content editor, you can search to find the information you need
    • The search bar will appear if you select ‘Search’ within the ‘Navigate’ panel of the toolbar
    • Within the search box, you can search for a specific word or term. This will search any content within Sitecore, such as titles, dates, images, and page text.

    153

    appendix b search1
    Appendix B: Search
    • By selecting a search result, you will be able to view that item within Sitecore, whether a page, event, image, etc.
    • To remove the search bar from your view, simply click the ‘X’ at the top of the search panel

    154

    appendix c workflow process details
    Appendix C: Workflow Process Details
    • There are four roles that exist within Sitecore that users can have:
    • The roles are listed below in ascending order, in terms of amount of access
      • Content Editor – can add, edit, and delete basic content
      • Content Approver – can add, edit, delete, and approve/reject content
      • Site Manager – manages all site content and has full access to the content tree
      • Admin – manages all site operations and has full access to all Sitecore settings

    156

    appendix c workflow process details1
    Appendix C: Workflow Process Details
    • The workflow process is in place to ensure that content is appropriately reviewed before being published onto the live website
    • There are two workflows in place:
      • KSOM Content Workflow (used for standard site content and pages)
      • KSOM News and Events Workflow (used solely for news and event items)
    • Each workflow process follows a few basic steps (shown below) and begins when a user wants to publish content to be displayed on the site
    • News and Events Workflow Steps

    Content Workflow Steps

    1

    1

    2

    2

    3

    3

    4

    5

    157

    appendix c content workflow
    Appendix C: Content Workflow
    • The Content workflow is used for pages, callouts, etc. – anything except for news and events
    • When you are ready to publish an item, use the ‘Edit’ drop down to select Submit
      • Before you select ‘Submit’ the item will be in a ‘Draft’ state
    • You can add a comment if you like:

    158

    appendix c content workflow1
    Appendix C: Content Workflow
    • Next, the item will enter the ‘Awaiting Approval’ stage
    • From here, it can either be Approved or Rejected by a content approver. If you are a Content Approver, you can approve the item immediately from the same screen. This will publish the item on the site.
    • If it is approved, the item will be published and displayed on the site
    • If it is rejected, the item will be placed back in the ‘Draft’ state

    159

    appendix c news events workflow
    Appendix C: News & Events Workflow
    • The News & Events workflow is used strictly for news & events item
      • You have three options to select to begin the workflow process (before you select a workflow step, the item will be in a ‘Draft’ state)
      • Submit (if you want to display the item normally on the site)
      • Request for Home Page (if you want to add the item to the home page AND the master calendar)
      • Request for Master Calendar (if you want to add the item to the home page)

    160

    appendix c news events workflow1
    Appendix C: News & Events Workflow
    • Before you select ‘Submit’ the item will be in a ‘Draft’ state
    • After you select Submit, there is no approval in place – the item will be published.
    • You can add a comment if you like:
    • Once the item is submitted, it will be published and displayed on the site.

    161

    appendix c news events workflow2
    Appendix C: News & Events Workflow
    • If you want to submit the item to be displayed on the Home Page, you need to select Request for Home Page for the itemfrom the drop-down menu:
    • The item will be sent to a Site Manager for approval.
      • If the Site Manager approves the event, it will be published on the Home Page and on the Master Calendar.
      • If the Site Manager rejects the event, it will be placed back in ‘Draft’ state. You will be notified via email.
      • **NOTE: if an event is rejected after it is requested for the Home Page, it may not be displayed anywhere else on the site. To display it on another page, follow the tagging process and use the Submit workflow action.

    162

    appendix c news events workflow3
    Appendix C: News & Events Workflow
    • If you want to submit the item to be displayed on the Master Calendar, you need to select Request for Master Calendar for the itemfrom the drop-down menu:
    • The item will be sent to a Site Manager for approval.
      • If the Site Manager approves the event, it will be published on the Master Calendar.
      • If the Site Manager rejects the event, it will be placed back in ‘Draft’ state. You will be notified via email.
      • **NOTE: if an event is rejected after it is requested for the Master Calendar, it may not be displayed anywhere else on the site. To display it on another page, follow the tagging process and use the Submit workflow action.

    163

    appendix d using the workbox
    Appendix D: Using the Workbox
    • For items to move between workflow states, specific content approvers must review the submissions and either approve or reject them
    • The best way to view and manage items that are within a workflow state is through the Workbox
    • You can access the Workbox through the content editor or desktop views

    165

    appendix d using the workbox1
    Appendix D: Using the Workbox
    • From within the workbox, you can view all items within each workflow
    • Within each workflow, you can view which items are within each workflow state
    • You can expand/collapse each category to view the specific items within each workflow state

    166

    appendix d using the workbox2
    Appendix D: Using the Workbox
    • At the top of the page, you can select/deselect which workflow items to view
    • You can also determine the number of items per page to be displayed
    • The header will list the workflow state of the items

    167

    appendix d using the workbox3
    Appendix D: Using the Workbox
    • Within the workbox, you can preview, open, view differences, approve, or reject specific items
    • You can also Approve or Reject ALL ITEMS within a category, or just the SELECTED ITEMS that you specifically select. This will make the approval or rejection process quicker.

    168