Site Manager Quick Guide

Transcription

Web Content Management
Presentation Server
Site Manager
Quick Guide
Release 9.8.4
Version 1
Copyright 2011 by Open Text Corporation. The copyright to these materials and
any accompanying software is owned, without reservation, by Open Text. These materials
and any accompanying software may not be copied in whole or part without the express,
written permission of Open Text.
Open Text Corporation is the owner of the trademarks Open Text, ‘Great Minds Working
Together’, Livelink, and MeetingZone among others. This list is not exhaustive. All other
products or company names are used for identification purposes only, and are trademarks of
their respective owners. All rights reserved.
Open Text Corporation provides certain warranties and limitations in connection with the
software that this document describes. For information about these warranties and
limitations, refer to the license agreement entered into between the licensee and Open Text
Corporation.
Contacting Us Corporate Headquarters
Open Text Corporation
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Waterloo, Ontario
N2L 5Z5
Canada
(519) 888-7111
If you subscribe to our Software Maintenance Program or would like more information
about additional support programs, visit Open Text Customer Support at
http://www.opentext.com/services/support.html.
If you have suggestions for this publication, send an e-mail message to [email protected]
to contact the Open Text Publications Group.
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© 2011 OPEN TEXT AG Bäderstrasse 27
5400 Baden
Switzerland
Phone: +41 (0)58 258 94 00
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All rights reserved, including those regarding reproduction, copying or other use or
communication of the contents of this document or parts thereof. No part of this publication
may be reproduced, transmitted to third parties, processed using electronic retrieval
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contents. Any and all information that appears within illustrations of screenshots is
provided coincidentally to better demonstrate the functioning of the software.
OPEN TEXT AG hereby declares that this information reflects no statistics of nor has any
validity for any existing company.
Portions of the license material were created using open source codes of third parties. These
source codes are free for use subject to the terms of the corresponding licenses. All of these
licenses are available at
https://knowledge.opentext.com/knowledge/llisapi.dll/customview.html?func=ll&objId=4325418 .
Document Info English (Original)
Based on Livelink Web Content Management Presentation Server, Release 9.8.4
© OPEN TEXT AG, November 2011
Livelink WCM Server
Purpose
Contents
1 2 3 4 5 Purpose .................................................................................................................... 6 Main Changes for Current Users ........................................................................... 7 2.1 For Users who used to log in with ?login ........................................................................7 2.2 For Site Manager Users..................................................................................................7 Using the New User Interface............................................................................... 10 3.1 Switching between the Interfaces .................................................................................10 3.2 The Status Bar and Quick Launch Button.....................................................................12 3.3 Context Menus..............................................................................................................13 New and Improved Functions .............................................................................. 14 4.1 The Site Explorer ..........................................................................................................14 4.2 Search...........................................................................................................................15 4.3 Work with Several Windows Open................................................................................18 Current Limitation ................................................................................................. 19 Site Manager Quick Guide
5
Purpose
1
Purpose
Purpose
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Livelink WCM Server
The new Site Manager offers a user interface that is easier to learn and more
efficient to use. This guide shows you how.
Livelink WCM Server
2
Main Changes for Current Users
This section briefs current users on the main changes and improvements.
Purpose
2.1
For Users who used to log in with ?login
With recent versions of the Livelink WCM Server, users often logged in with
“?login”, as this allowed them to perform most tasks, but did not introduce any
new user interface concepts.
Purpose
Recommended
upgrade path
While the old login is still supported, we recommend that you log in with ?edit and
use the new menu-style user interface. This still looks very much like the user
interface you are familiar with, but offers more functions, should you need them.
And what’s more, several functions are now much easier to use than before. For
example, you can move pages around using drag-and-drop, much like you move
files around your computer, or like the way you manage your emails.
2.2
Purpose
For Site Manager Users
The Site Manager is Livelink WCM Server’s tool to edit content. You can modify
texts and images on a page, as well as create new pages and change the navigation
structure of your Web site.
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Livelink WCM Server
Recommended
upgrade path
We recommend that you move to the new user interface, which makes several
tasks easier and more like what you are used to from your desktop computer.
Depending on your preference, you can use a menu-style user interface, or a
ribbon-style one. The ribbon offers more direct access to most functions, but it
takes up more space on the screen and may be confusing if you are not familiar
with the functions on it.
If you prefer the
menus
The menus contain the same functions as the side bar of the previous user interface,
plus a few that were on special overview pages. So all in all, the functions are more
accessible and better grouped.
You can now leave the Search window and the Site Explorer open while you work
on the Web site. In the new Site Explorer, you can move pages around using dragand-drop, and you can even drag pages from the search results directly into the Site
Explorer.
The new Mode menu contains the view modes from the side bar: Edit page,
Preview and Live view.
The new Workflow menu gives you direct access to workflow tasks.
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Livelink WCM Server
If you prefer the
ribbon
The “My Home” group contains most of the useful functions that were scattered
over the previous user interface.
The “Current page” and Content groups contain all the functions to create and edit
pages and page content. The “Current Page” menu also contains the view modes
from the side bar: Edit page, Preview and Live view.
In the Main group, you can open the Search and Site Explorer windows. Now, you
can leave them open while you work on the Web site. In the new Site Explorer,
you can move pages around using drag-and-drop, and you can even drag pages
from the search results directly into the Site Explorer. The Main group also gives
you access to the Workflow menu.
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Using the New User Interface
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Livelink WCM Server
Purpose
This section describes how you switch to the new user interface and how you use it
to more efficiently work with the Site Manager.
3.1
Switching between the Interfaces
Purpose
The Site Manager offers the new user interface along with the old one. The new
user interface comes in two flavors:
-
A menu-style interface, which mirrors what users of traditional desktop
computer software are familiar with.
-
A ribbon-style interface, which mirrors the user experience that is found in
current versions of Microsoft Office.
Switching to the new
user interface
From the classic Site Manager user interface, click the Switch button. The Site
Manager switches to the new user interface.
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Livelink WCM Server
Switching to the
ribbon
When you are in the new user interface, you can switch to the ribbon as follows:
1. In the Actions menu, click Switch Toolbar. The Site Manager now
displays a ribbon on top.
The ribbon uses some more space than the menus, but it displays all the available
options at one glance. We recommend it for frequent users of the Site Manager.
Switching to the
menus
When you are in the ribbon mode, you can switch back to the menus as follows:
1. In the Control group, click Switch Toolbar. The Site Manager now
displays the menus.
The menus use less space, but require more clicks to operate.
Switching to the
classic user interface
You can switch back to the classic user interface any time:
•
If you use the menus, then click the Actions menu, and then click Switch
to Classic.
•
If you use the ribbon, then click Switch to Classic in the Control group.
11
3.2
Livelink WCM Server
The Status Bar and Quick Launch Button
Purpose
The new Site Manager contains a status bar at the bottom. It works much like the
Windows status bar: It contains the Quick launch button and can hold minimized
windows.
Minimizing Windows
You can minimize the Site Explorer and the Search window. If you do, they are
displayed here in the status bar.
Quick Launch
The Quick Launch button gives you access to several frequently used functions,
such as Search, Logout and the Site Explorer. As a rule, the new and significantly
improved features are listed here.
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Livelink WCM Server
3.3
Context Menus
Purpose
LiveLink now shows you a context menu that displays actions that are common for
the type of content that you click. Click with the right mouse button onto any item
in the Site Explorer do display it.
The context menu makes several functions readily available that are scattered
across multiple menus and screens.
13
New and Improved Functions
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Livelink WCM Server
The Site Manager features several functions that were completely redesigned or
vastly improved.
Purpose
4.1
The Site Explorer
Purpose
The Site Explorer was completely redesigned. It now features a much leaner, more
accessible interface, it better integrates with the pages you edit, and it supports
drag-and-drop as well as context menus.
Starting the Site
Explorer
To start the Site Explorer, click the Site Explorer button. The Site Explorer opens
in a new window, which is displayed in front of the Web site content.
Changing the
window
You can change the Site Explorer window as follows:
Navigation
14
-
Drag the title bar to move the Site Explorer window around.
-
Click the up arrow to reduce the Site Explorer to the title bar.
-
Click the Minimize icon to minimize the Site Explorer to the status bar.
You can access the Site Explorer again by clicking on it in the status bar.
-
Click the Maximize icon to maximize the Site Manager so that it covers
the entire browser window. You can click the icon again to restore the Site
Manager to its previous size.
-
Click the Close Icon to close the Site Manager.
To change to a different page of your Web site, click the page in the Site Manager.
To unfold pages in the Site Manager, click the triangle to the left of the page, or
double-click the page.
Livelink WCM Server
Drag-and-drop
You can move pages in the Site Manager using drag-and-drop. To do so, click and
hold a page, and then drag it to the new location. While you move the page, the
Site Manager displays the effect if you drop the page at the current location, as
follows:
You cannot drop the page at the location. If you release the
mouse button, the Site Manager will do nothing.
Adds the page as a child page to the page you are pointing
at.
Inserts the page between two other pages, on the same level
as the two existing pages.
Inserts the page before the page you are pointing at.
Inserts the page after the page you are pointing at.
Note that if you point to a folder for a second or two while you drag a page, the
Site Manager opens the folder and displays the content.
Context menu
4.2
Purpose
The context menu holds several common operations for pages. You can access it
by clicking the right mouse button on a page name or page icon.
Search
The search function was completely redesigned and now offers context menus and
drag-and-drop much like the Site Explorer.
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Searching
To search for objects, proceed as follows:
1. In the Name field, type the name of the object (or the start of the name).
2. Click the Search button. The Site Manager now displays a list of all the
objects that match the name.
Note: When the Site Manager displays the result list, it hides the search fields. To
display the search fields, click the down arrow in the top-right corner of the Search
window.
Limiting your search
16
The new search field offers several ways to limit your search. This is valuable as
the complete database may contain thousands or tens of thousands of objects, so a
search by name alone may return a large number of objects.
Name
Returns only objects that match the name.
Group
Returns only objects that belong to one object group.
Language
Returns only objects that have at least one instance of the
language you have selected.
Medium
Returns only objects that have at least one instance of the
medium type you have selected.
Created by me
Check this field to return only objects that you have created.
Livelink WCM Server
Search types
The Site Manager offers several different types of search for different types of
content that is stored in the database. Each type contains special search fields that
fit the type of content you are looking for. For example, the Document/File search
allows you to search for only Adobe Acrobat documents (that is, for PDF
documents).
Search and Site
Explorer
If you have the Search window and the Site Explorer open at the same time, you
can drag objects from the search results into the Site Explorer. This is a very
efficient way to add new pages you have created to your Web site.
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Livelink WCM Server
Search and Content
Editing
You can drag an item from the search results directly into an editing frame. The
item then replaces the item that was in the frame. The item that is replaced is not
deleted, it is still available and you can for example use the search to locate it and
place it elsewhere on the website.
This is a very efficient tool for maintenance tasks, for example when you have to
move around large amounts of content, or when you quickly want to create new
pages based on existing content.
4.3
Purpose
Work with Several Windows Open
In the new user interface, you can keep several of the new windows open. This
allows you to better keep track of what you are doing.
Usage
A good way to use this new feature is to have the Site Explorer window open at all
times. In this way, you can better see where you are on the Web site, and you can
quickly perform tasks such as changing the page properties or moving pages
around while you are editing.
Depending on the layout of your Web site, you can resize and reposition the Site
Explorer, so that it does not hide any edit boxes.
18
Livelink WCM Server
5
Current Limitation
Current Limitation
Workflow
Currently, the Workflow is not fully featured in the new Site Manager layout. If
you use workflows, you may prefer using the old interface (or switching to perform
your workflow tasks).
19

Site Manager Quick Guide

Transcription

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