Adjusting online product catalog

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Adjusting online product catalog

www.districtenergy.danfoss.com


Tasks involved in the adjustment of the online product catalog

Link to master pages – click here

1. Removing child file from product overview (CMS)2. Removing entire product group content from left menu (Site settings)3. Removing product presentations from left menu (Site settings)4. Creating product presentation which does not exist locally (Product Management)5. Adding product presentation to left menu (Site settings)6. Translate data in new product presentation (Product Management)7. Adding product prensetation to CMS overview (CMS)8. Adjust links on CMS pages (CMS)9. Adjusting combination matrixes (Product Management)

How to perform these tasks is described in the following slides

http://heating.danfoss.com/Content/267EB782-55B5-45B5-A604-00DC80BD9916_MNU17492409_SIT54.html


Removing product presentations (CMS)

Remove product group‘Butterfly valves’ from:

Product overview Left menu

Go the Content Management and find the Product overview file in the folder structure

Open the ‘Parent_DEN_products’ CMS file and click the ‘child files’ tab. Now remove the butterfly valves from the list

Go back to the ‘file content’ tab and click save

Task 1 done!

Open the Site settings for your test site and go to the ‘menu navigation’

Open the ‘Products’ menu item and right-click on ‘Butterfly valves’ and choose ‘delete’

Task 2 done!


Screen shots

Parent CMS file – child overview Site List / Menu NavigationContent Management - CMS


Removing product presentations (type presentation)

Remove a product presentation(e.g. ABV) from: Left menu and CMS overview

Open the Site settings for your local site and go to the ‘menu navigation’

Open the ‘Products’ menu structure and find and right-click on ABV and then choose ‘delete’

Task 3.1 done!

Open the Content Management and find the MCV files in the folder structure

Open ‘Parent_hea-coo_appl_act’ and remove ‘ABV’ from the child files list

Return to ‘file content’ and click save

Task 3.2 done!


Screen shots

Site List / Menu Navigation Parent CMS file – child overviewContent Management - CMS


Creating product presentations from scratch (type presentation)

Create new product presentation(VFM 2) in: ‘Presentation’ area of Product

Management

Go the Product Management and choose ‘Presentation’ on the function drop down for product group motorized control valves

Scroll to the buttom of the page and click ‘create new product presentation’

Scroll down in the template and choose VFM 2 on the ‘products included’ drop down – add it

Translate Headline (if needed) and Description and select picture from master – scroll down to click save

Task 4 done!


Screen shots

Product Presentation Template


Implementing product presentation online (type presentation)

Add new product presentation(VFM 2) to: Left menu on the local site

Go to the Site Setting for your local site and click on ‘menu navigation’

Open the menu item ‘Products’ and the seated valves subfolders

Right-click on ‘district heating’ under ‘seated valves’ and choose ‘new’ and ‘type presentation’

Find VFM 2 on the second drop down after having chosen Motorized control valves on the first drop down

Set a view order and click save Task 5 done!


Screen shots

Site Settings – Menu Navigation Adding a Type Presentation from the Product GroupMotorized Control Valves


Translating product data

Translate the product data for VFM 2 in: ‘Data’ area of the Product

Management

Go the Product Management and choose ‘Data’ on the function drop down for product group motorized control valves

Find VFM 2 on the list and click the green plus to open up for its code numbers – translate directly here and click save

To see the entire list of data for each code number, click the edit icon next to each code number to enter the code number data

Translate the missing data and scroll down to click save

Repeat for each code number Task 6 done!


Screen shots

Product Data Management


Implementing new child file in parent file product overview

Adding product presentation for VFM 2 in: CMS overview for ‘Seated Valves’

for ‘District Heating’ applications

Go the Content Management and find the ‘Products’ and the ‘Motorized control valves’ folder in the folder structure

Open the ‘Range Overview’ folder and the ‘Level2_files_valves’ and the folder with child files

VFM2 does not exist yet, so we right-click on VB2 and choose ‘duplicate’

Open the copy and rename it to VFM2. Change the headline to VFM 2, update the link and adjust the technical data to fit for VFM2 and then click save

Open the Parent file and insert the new VFM2 child file. Click save and preview

Task 7 done!


Screen shots

CMS folder structure VFM2 child CMS file Parent CMS file


Adjusting links on CMS pages

Adjusting links on the CMS index page for Motorized Control Valves: Content Management – folder

structure for MCV products

Go to the Content Management area and choose the ‘MCV_index NEW’ CMS file – right-click to open it

Scroll down to the ‘sub story 3’ area and change the links

If you wish to keep linking to the English content – adjust the link text and let users know they’ll see pages in English if they click

If you don’t want to link to English content, think of another way to utilize this area

Task 8 done!


Screen shots

CMS folder structure MCV Index CMS page


Adjusting combination matrixes

Adjusting combination matrixes: Product Management –

combination group ‘Valves & Actuators’

Go to Product Management and choose ‘combination group’ on the area drop down, ‘valves & actuators’ on the next drop down and ‘matrix’ on the ‘function’ drop down

Scroll down to find the matrix where VFM2 needs to be added (district heating, DN 15-250)

Find VFM2 on the Y-axis drop down, insert headline and position and click add

Enter the technical data in the table and enter the combination presentations (dots) one by one to translate the descriptions

Task 9 done!


Screen shots

Product Management - Matrixes Copy the Master Matrix

Or add VFM2 to the existing matrix


Basic priciples about CMS page 1/2(Content Management)

To open or edit pages you have to right-click on the file and choose ‘edit’

Give folders and files English names! No local letters

Enter your content in the fields provided in the CMS template

Duplicate existing files when you need to create new pages – or choose ‘new file’ from the menu to get the full list of available templates

Right-click on the folder where you want a new page and choose ‘new file’

If you insert your own pictures remember they must be cropped and resized before upload!

Standard picture size is 188 x 188 pixels (72 dpi)


Basic priciples about CMS page 2/2(Content Management)

To create links use the predefined link fields and click ‘get link’

You can link to other CMS pages, static files you have uploaded, product presentations, combination matrixes, documentation and forms you have built

When linking to another CMS page, choose folder and file via the drop downs

When linking to static files, open the folder structure til you find your uploaded file and choose it (the file has to be uploaded in site settings first! - don’t upload .docx, .xlsx and .pptx)

Type presentations is where you find your product presentations

Combinations is where you find the existing combination matrixes

Doc is where you can make links to datasheets, leaflets, instructions etc.

Forms is where you can find existing contact forms or sign-up for seminars that you created and link to them


Basic priciples about News 1/3(Site Settings – News Handling)

Go to Site settings and News handling if you want to create a news article and/or a newsletter

Click the colorful icon next to the relevant news group to create a news article

Enter your content in the fields provided in the news article template

Insert a ‘headline’, ‘picture’, ‘intro text’, ‘main text’ and ‘links’ or ‘files’


Standard picture size is 188 x 188 pixels (72 dpi) for current news layout

If you upload a file to the news article remember not to use local letters in the file name and replace spaces between words with ”_”. The file name gets shown in the actual news article

New features for new Danfoss Updatenewsletter cannot beused yet!



Go to Site settings and News handling if you want to create a newsletter

Click the envelop icon next to the relevant news group to create a newsletter

Scroll down and choose which template to use: ‘Danfoss 2009 design’

Insert a headline, banner picture, top text, footer text and your news articles


Standard picture size is 662 x 249 pixels (72 dpi)

Click on the News articles tab to add your existing news articles



Choose the news group you want to add news articles from and find your news article on the second drop down – click the add button

If you add more than one news article you can use the ‘up’ and ‘down’ links to chage their position

When you are done you can send a preview of the newsletter to yourself to check how it looks (links will not work in a preview!). Enter you email address in the field and click the ‘send preview button’

In the top text area you must remove the template instruction text – but let [NEWSUSEREMAIL] stay and write ‘dear’ in front of it. This way the subscribers’ name is inserted automatically

Enter your intro to the newsletter below the salutation – keep it short!

Click the ‘Save & Send’ button when you are ready to send to your subscribers


Basic priciples about Literature 1/3(Documentation)

Choose Literature and Search to search for master version of a piece of literature

There is always a master version of a piece of literature – 90% are English masters

The literature number system is based on one master from which we create numerous language versions

To create a new literature number, search for the master version, open it and go to ‘localize’ and click the ‘create local version’ button

Fill in the data in the new window: headline, search keywords, description if needed, responsible local editor, status, release date

Headline and search keywords shall, of course, be in local language!

When done, click save – and move on to ‘Files’ tab to upload your local language PDFIf you want to create a literature number for a piece of

local literature which has no English master, you have to contact one of the literature administrators to get a local master lit no!



To upload a PDF, click browser, search your own drives for the file and click ‘upload’

Remember! The file name cannot contain any special signs or letters! Keep the file name as short as possible and don’t use spaces (replace space with a ”_”)

Mark the check boxes ‘Intranet’ and ‘Internet’ (low res PDF)

If you want your literature to be part of an iPaper catalog, you must upload 1 high and 1 low resolution PDF – mark the ‘High res’ check box for the high res PDF you upload

Remember to generate an iPaper of both PDF versions!



You can make your literature file available directly from a relevant product presentation – if you go to the ‘Product’s tab you can create such a relation

Choose the relevant department on the first drop down – the relevant product group of the second one - and finally the product type on the third drop down – then click the ‘add product type’ button

Use the red icons with the white cross if you need to delete a product group or product type from the list again

Find guidelines for literature handling directly on the search page inside PCM!

Adjusting online product catalog

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