Creating a Website From Start to Finish - NiUG International · 2016-11-28 · Creating a Website...
Transcript of Creating a Website From Start to Finish - NiUG International · 2016-11-28 · Creating a Website...
Tuesday | November 29th, 2016
9:00AM – 11:00AM
Eric T Tarasewicz | (C) Systems Global
Creating a Website From Start to Finish
Agenda
It’s easy to set up and create a stunning website using RiSE. Learn the basics in site setup, configuration, content management and
navigation control using the RiSE CMS.
Agenda
• Website Definition
• Sitemap / Navigation
• Content
• Content Folders
• Content Records
• Additional Topics
• Shortcuts
• Content Layouts
• RiSE Maintenance
• Demonstration (BONUS: if time allows)
Website Definition
Creating a New Website
• In the staff site: RiSE > Site Builder > Manage websites
EDIT MASTER TEXT STYLES
Creating a New Website: Options
Create a New, Empty Site
• Complete control over entire site
• No need to remove unwanted content/navigation
• Recreate (or copy/paste) navigation/content
Copying/Cloning an Existing Site
• Sample navigation and content
• Delete/hide/rename unwanted navigation
Copy “Member Responsive” Sample Site
• Select Websites > Quick Start Sites > Member Responsive
• Organize > Copy
• Select Websites
• Organize > Paste
• Name your new website
Congrats!
• You could be done
• after activating and publishing
• But wait, there’s more!
Website Information
Website Properties Tab
• Name/Title: internal use only, ease in recognizing multiple sites
• URL Name: does need to be URL friendly• No spaces or special characters (&, ?, #, etc.)
• Referred to as “Site Code”
• Description: option, for internal use
• URLs (secure): domain for the site (http: and https:)
• IIS root: check if you will have multiple sites using the same domain• Default: for each multi-site domain, one is selected as default
• Parent content folder: content folder in the Page Builder that is the ‘main’ location for content records
• Advanced: location for site-wide scripts (Google Analytics, common jQuery libraries, tracking codes, etc.)
Website Properties Tab
Website Look and Feel Tab
• Breadcrumbs: add breadcrumbs to site
• Template Content Folder: content folder that contains the content records utilized by the template (header/footer content)
• Site Theme: select from ASI-built template/themes
• Advanced:
• Select custom:
• Theme
• Master page
• Alternate master pages:
• Text-Only
• Popups
Website Look and Feel Tab
Website Navigation Areas
• Navigation Areas
• Primary
• Secondary
• Auxiliary
• Footer
• Ability to create your own Navigation Pane
• For use in template
• Special navigation element in site design
Website Navigation Areas
Website Access Settings
• Preconfigured security sets:
• Everyone
• Authenticated Users
• All Staff
• Administrators
• Other iMIS Groups
Website Access Settings
• Make Available to:
• Roles
• Groups
• Member Types
• Users
End Result
• Site created
• “Working” status
• Publish
Statuses in RiSE
• Published• And ready for the world to view it!
• Publish Pending• Submitted for publishing
• Publishing queue
• “Yellow Bar”
• Working• Changes have been made and saved
• “Red Bar”
• Archived• In recycle bin
• Expired• Navigation or content that, via workflow, has expired
Website Definition Questions
Sitemap / Navigation
Site Navigation
• In the staff site: RiSE > Site Builder > Manage sitemaps
Sitemap/Navigation Nodes
Navigation Information
Break
• “Navigation Item is a break” option
• Divider
• CSS class: SubNavigationSeparator
• Disables all other navigation options and tabs
Sitemap Properties Tab
• Navigation link text: text that shows in navigation menu(s)
• Navigation folder: URL name for navigation path
• Tool tip: pop-up text on navigation
• Content or URL: what is to load when you click on the navigation item• Select RiSE content
• Enter a full URL to separate site
• Enter path to content/shortcuts• Use ~/ to indicate root of site
• Ex: ~/MyAccount
• URL parameters: included with any click on navigation
• Breadcrumb: override from ‘link text’ (with option to hide)
• Override content title: page title set by navigation instead of content
• Image URL: select image to be used beside the text
• CSS Class: set class to identify for theme specific styles
• Folder template content: defaults to inherit, can be used to ‘section’ your site
Sitemap Properties Tab
Sitemap Content Parameters Tab
• Only shows when one or more Tagged List iParts are on the referenced content record
• Allows for setting Tagged List iPart settings via the navigation
• Settings only for navigation access to the content
• Does NOT change content record iPart configuration
• In the event of multiple Tagged List iPart will have separate configurations for the navigation
• Other iPart configurations???
Sitemap Content Parameters Tab
Sitemap Workflow Management Tab
• Requires Content Authority Groups (CAGs) to be set up/configured
• Remove if not published
• After expiration, no longer rendered
• Still exists in system with status of “Expired”
• Notify person
• Contact(s) that should receive email notification when the item is about to expire
• List contains contacts with Navigation Editor CAG permissions
Sitemap Workflow Management Tab
Sitemap Options Tab
• New window: opens in new window/tab
• Link secure: loads using the “Secure URL” in site definition
• Home link: default navigation node• Only one per site• Identified via star icon
• Active: turn the navigation on/off – will not load
• Hidden: hide from primary/secondary navigation structure
• Expanded: automatically expands to show any child nodes• Only applies to secondary navigation
• Only displays for Unauthenticated users: once logged in, the navigation is hidden
• Show in navigation areas: set which navigation panes the node displays within• Auxiliary, footer and custom panes will still show if it’s hidden (above)
Sitemap Options Tab
Sitemap Access Settings Tab
• Same access settings options
• Preconfigured sets
• Make available to
• Addition “Staff Module” Authorizations
• Uses iMIS module settings
• Settings similar to desktop - staff user needs to have a higher level to see
• Best utilized on “Staff” site
• Apply to all descendants
• Only appears on navigation that has descendants
• Copies access settings down to ALL sub-navigation
Sitemap Access Settings Tab
Special Sitemap Nodes
• Hi, [OverrideLinkText]
• Standard template (.master) file contains a script to replace with Name of logged in user
Special Sitemap Nodes
• Cart [CartItemCount]
• Standard template (.master) file contains a script to replace with number of items in the current session cart
Sitemap / Navigation Questions
Content Folders
Managing Content: Folders
• In the staff site: RiSE > Page Builder > Manage content
Content Folders
• Folders/directories to organize content
• Locked content folders
• Core Content (iCore)
• Quick Start Sites (iSamples)
• “Shared Content” folder
• Site specific folder
• Matches site name (when created)
• User created folders
• New > Website Content Folder
Folder Information
• Select folder > Edit
• Double click on the folder will open it
Folder Properties
• Title: internal name
• Folder Name: URL friendly name
• Default site (for search): content within the folder will be ‘searchable’ by the sites selected. This is the ‘main’ site for this folder
• Additional sites: for multi-site set ups, content in a folder can be made searchable by other sites• Is not automatically inherited – only child content will be searchable
• Ex: Annual conference microsite press releases to show up in main site search results
• Display in default website: multi-site set up, force content to load in default site – for search results
• Publish on Servers: multi-server set up, set which servers on which to publish the content
Folder Properties
Folder Workflow
• Requires a Content Authority Group (CAG) pre-configured
• Authority Group: which CAG has access to the folder
• Owner: select individual as the ‘owner’ for expiration notices
• Owner list – require Content Editor permission via CAG
• Expire days: how many days until content within the folder is to be considered expired
• Update for all subfolders: copy workflow settings to subfolders
Folder Workflow
Folder Current Tags
• Ability to select Tag(s) to apply to the content folder
• Tags applied to folders are inherited by subfolders and content
• Tags must be predefined
• RiSE > Tagging > Tags
• Tag usage within RiSE:
• Tagged List iPart
• Common Search iPart (search filter)
Folder Tags
Folder Access Settings
• Same access options
• Preconfigured security sets
• Make available to
• Apply changes to descendants
• Subfolders
• Content
Folder Access Settings
Folder Specific Considerations
• Search settings
• Not set on the content level, but on the folders
• Which sites search the content within
• What servers is content published to (multi-server setup)
• APP/WEB
• CDN
• Inherited tags = timesaver!
• Folder names ARE part of the URL
• /Path/To/The/File.aspx
• Organization – Information Architecture
• Plan out content folder structure
• Be flexible, the future is a big unknown
Content Folder Questions
Content Records
Managing Content
• In the staff site: RiSE > Page Builder > Manage content
Content Information
• Status/last update
• Expand for more
Content Definition
• Title: page title (displayed in tab, unless overwritten by navigation)
• Publish file name: actual file name• Saved on server(s) as .aspx file
• Cleaner URL, use clean folder/file names
• SEO: use friendly folder/file names
• Layout: select from dropdown or visual icon
• Publish location: base URL for the content
• Generate buttons: • Full URL: easy method to get base URL
• Freelink: wiki-style internal link• Creates full anchor tag: hyperlinked title
• If the content is renamed or moved, freelink is updated
• Replace hyperlinked title by adding pipe
• ex: [[About_Us | Read more]]
Content Definition
Content Definition
• Create navigation: new feature in 20.2.26
• Create basic navigation when you publish the content and assign content as the source
• Requires link text (for navigation node)
• Location – select website and path for new navigation
Content Definition – Content Block
• In each “Zone” defined in the Content Layout
• “Add content” | “Edit zone properties”
• Content – a.k.a. DCIs – a.k.a. iParts
What’s an iPart / DCI / Content Item?
• Widgets that perform a function
• Some are VERY basic
• Some are complex and require work before being able to implement
• Majority will not be utilized in your day to day
• ALL have:
• Configure – the DCI/iPart definition, varies based on
• Copy/Move To – copies or moves iPart to another content record
• Connect – advanced connects iParts
• Minimize/Restore – eases in reordering via drag/drop
• Remove – deletes the iPart
Content HTML iPart
• Basic building block control
• Static content
• DCI Name, border option, WYSIWYG editor
Content Tagged List iPart
• Displays configured list of tagged content based on selected tags
• Name
• List format (pre-defined)
• Title
• Filter/Sort options
• Max results
• Selected tags
• Match options
Panel Editor iPart
• Display of user information
• Displays standard and UD fields
• Single- or Multi-instance tables
• Allows for edit of data
• Name/Title
• CSS Class/responsive display
• Panel
• Display/Edit options
Query Menu iPart
• Basic display of IQA queries in a grid
• Name/Title
• CSS Class/responsive display
• Link options
• Export results
• Email/Map options
• Source query
• Pagination options
Content Definition – Content Block
• For each “Zone” add content (iParts/DCIs)
• Multiple iParts per zone is allowed
• Flexibility to design your content block as needed
• Front-end (javascript/jQuery) scripts can be utilized in Content HTML iParts
Content Properties Tab
• New browser window: opens content from standard RiSE iParts (search, tagged list, etc.) into new browser window/tab
• Secure: forces content to load using “Secure URL” on site definition
• Description/summary: <meta> description tag
• Not rendered on the page
• Commonly used by tagged list formats and search results
• RiSE site search relevancy (and external web-based SEO) using search iParts
• Keywords: <meta> keywords tag
• Tags and tag aliases added as keywords
• RiSE site search relevancy using search iParts
• Most external web-based SEs ignore keywords
• Date of publication: date content published• Defaults to ‘today’ but can be set to future/past to match
• Future publish: keeps content from being published until future date
• Mark important: display ‘new’ icon in tagged list output
Content Properties Tab – continued
• Display within template: use site template/theme• Checked by default (most common)
• Uncheck to display without header/footer
• Restricted to members: ‘members only’ content• Logged in
• Customer type = IsMember
• Requires Login: force authentication to see content• Common when page contains “Contact” or Panel Editor iParts
• Automatic publish frequency: force a publish of the content – keeps it from expiring if expiration is set on the folder
• Content code: unique identifier for the content• If moved, navigation links will still work
• Cache duration: override default cache settings• Dynamic content – use shorter cache
• Static content – use longer cache
• Site template: used for template/design• Declared in site definition or navigation (via folder)
• Utilized by .master file
Content Properties Tab
Content Workflow Management
• Only displayed when parent folder has CAG defined in Workflow Management
• Override default settings from folder
• Owner: who should receive notification – only Content Editors
• Expiration: two options
• ‘n’ days after publication (from folder)
• Expire on specific date
• Auto-delete: once expiration date reached, send to recycle bin
Content Workflow Management
Content Current Tags Tab
• Add ‘content specific’ tags to the content record
• View inherited tags from parent folders
• Tags must be predefined
• RiSE > Tagging > Tags
• Tags/Taxonomy utilized via
• Tagged List iParts
• Common Search iParts
• Items by Tag report in Continuum
• Note: tags, tag aliases and related tags are all added to keyword <meta> tag on content
• Includes inherited tags
Content Current Tags Tab
Content Access Settings
• Same access options
• Preconfigured security sets
• Make available to
• Arguably the most valuable/powerful aspect of RiSE
• All of iMIS to determine who has access to what
• Utilized by many components of RiSE
• Website
• Navigation
• Content (records and folders)
• Communities
• IQA queries
Content Access Settings
Content Record Questions
Additional Topics
Content Layouts
Content Layout Definition
• In the staff site: RiSE > Page Builder > Manage layouts
• 30 predefined layouts
• Ability/flexibility to add custom layouts
Layout Zone Properties
• Define a zone Title/Title CSS class
• Not commonly used
• Usually Content HTML iPart
• Zone CSS class
• Used less than previous versions
• CSS classes on iParts
• Specify look in a zone via stylesheet
• Background color
• Zone border
• Pull quote ‘flair’
• iPart variations/customizations
Shortcuts
RiSE URL Breakdown
• http://www.abcAssoc.org/imis15/ABC/About/Staff/About/Staff.aspx?hkey=d33db622-db35-425c-a568-6520c5352325
• Protocol (http:// vs https://)
• Domain – www.abcAssoc.org
• {Virtual Directory} (imis20/RiSE/web/etc.)
• [WEBSITE Code] - ABC
• [Navigation Path] - /About/Staff
• Path to File - /About/Staff.aspx
• [URL Parameters] – (after ?) hkey, iKey, ContactId, etc.
Shortcuts
• In the staff site: RiSE > Site Builder > Manage shortcuts
Shortcuts
• Vanity URLs
• RiSE utilizes several OOTB
• Create your own
• Direct traffic to pages based on site
• Reusable
• Set to “All Sites” or override for a specific site
• Changes NOT overwritten on an upgrade
• Used to make RiSE URLs easier to type & remember
• Eases in Marketing and Promotional materials
• Used by iParts in 15.2.15+
Shortcuts
Shortcut Settings
• For websites: select which site (or all sites) the shortcut should run against
• Shortcut: select existing shortcut (to override) or type a new one
• URL or content: where shortcut takes visitor (like navigation)
• Select RiSE content
• Enter a full URL to separate site
• Enter path to content/shortcuts
• Use ~/ to indicate root of site
• Ex: ~/MyAccount
• URL parameters: sent with shortcut usage (like navigation)
• Description: optional, useful for future reference
Adding a Shortcut
Maintenance
Publishing Servers
• In the staff site: RiSE > Maintenance > Publishing servers
Publishing Servers
• Publishes websites, navigation, content in RiSE
• Large content publishing – incorporates a publishing queue
• If content does not publish (pending requests never goes to 0)
• Check error log
• Common fix: recycle Scheduler application pool in IIS on server
Publish Server Details
Publishing Server Info
• http://help.imis.com/q42015/Features/RiSE/Maintenance/Defining_publishing_servers.htm
User Defined Fields (UDFs)
• In the staff site: RiSE > Maintenance > User defined fields
What’s a UDF?
• User-defined fields in RiSE:
• NOT the same as UDFs in iMIS for contact records
• Behave similarly, but for RiSE content records
• Record custom properties for content not already in properties tab
• Displayed in the properties tab in the Content Designer
Defining/Creating a UDF
• UDF Name: internal use
• Use in Search: adds value to <meta> element for search
• Only RISE site search
• Sort order: order of UDFs within the properties tab of Content Designer
Defining/Creating a UDF
• Data Type: what type of information is stored
• Defaults to ‘string’
• Length: size limit of UDF field
• Required: a non-blank value must be specified
• Unchecked, the UDF is optional
Defining/Creating a UDF
• Label: in properties tab
• Display: control used to set the UDF values
• Width
• Height
• Allow multiple: checkbox/drop down list
• Orientation: left-to-right or top-to-bottom
• Columns: checkbox/radio buttons
Defining/Creating a UDF
• Reference: Business Object (BO) to populate list-oriented
• Default Value: pre-filled or selected value
• Comes from: control to select value
• Freeform: manually enter
• Query: select IQA query for data and display values
• Value List: ‘hardcoded’ list of data/display sets
UDF Notes
• Changes to UDFs (or the values) are not reflected on the content record until the content record is modified and republished
• Usage:
• Search options
• Tagged List iPart output
• Value added to keywords <meta> tag (when “Use in Search” option is selected)
Content Types (DCIs/iParts)
• In the staff site: RiSE > Maintenance > Content types
Content Gallery
• Folder breakdown of all available DCIs/iParts and their definitions
Creating Content Types
• http://help.imis.com/q42015/Features/RiSE/Maintenance/Defining_content_types.htm
Content/iPart Gallery
• http://help.imis.com/q42015/Features/RiSE/Dynamic_Content_Items/Dynamic_Content_Items_Gallery.htm
Content Authority Groups (CAGs)
• In the staff site: RiSE > Maintenance > Content authority groups
What is a CAG?
• Group of iMIS users who has access to edit content within RiSE
• ALL records in RiSE (not just staff)
• Non-staff won’t have access to the staff site, but can use Easy Edit
• Manage navigation within Member Responsive sample site
• Required for workflow management on content/folders
• CAGs determine what levels/permissions are granted to individuals within the group
• NOTES
• CAGs are not exportable and can cause issues when exporting/importing content from one environment to another
• If you want to limit access via CAG, ALL folders will need to have a CAG applied (any non-CAG’d folders will be viewable)
CAG Information
• http://help.imis.com/q42015/Features/RiSE/Maintenance/Defining_content_authority_groups.htm
Additional TopicsQuestions
Content Layouts
Shortcuts
Maintenance
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FIN
• Thanks for participating!
• Eric T Tarasewicz
• www.csystemsglobal.com
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