Sitecore - TESStess.sbccd.org/~/media/Files/SBCCD/TESS/DCS/Sitecore/sitecore-cheat... · 5 1.3...
27
1 Sitecore Training Manual
Transcript of Sitecore - TESStess.sbccd.org/~/media/Files/SBCCD/TESS/DCS/Sitecore/sitecore-cheat... · 5 1.3...
1
Sitecore
Training Manual
2
Sitecore Training
ContentsSection 1 Getting Started .......................................................................................................................... 4
1.1 Installing the registry editor .......................................................................................................... 4
1.2 Finding the login link ..................................................................................................................... 4
1.3 Logging In ...................................................................................................................................... 5
1.4 Desktop & Content Editor: Differences ........................................................................................ 5
Section 2 The Content Editor .................................................................................................................... 6
2.1 Opening the Content Editor .......................................................................................................... 6
2.2 Finding your Site/Pages in Sitecore .............................................................................................. 7
2.3 Creating an Item/Page .................................................................................................................. 8
2.4 Saving an Item ............................................................................................................................... 9
2.5 Posting an Item/Page (Workflow) ................................................................................................. 9
2.6 Viewing Your Work ..................................................................................................................... 10
2.7 Editing your page ........................................................................................................................ 11
2.8 Entering Text ............................................................................................................................... 12
2.9 Formatting Text ........................................................................................................................... 12
2.9.1 Headings .............................................................................................................................. 12
2.9.2 Bold and Italic ...................................................................................................................... 13
2.9.3 Lists ..................................................................................................................................... 14
2.10 Linking to other pages ................................................................................................................. 14
2.10.1 Internal Links ....................................................................................................................... 14
2.10.2 External Links ...................................................................................................................... 16
2.11 Uploading & Linking to Files ........................................................................................................ 17
2.12 Adding/Editing Pictures (including Resize) ................................................................................. 19
2.12.1 Adding an Image ................................................................................................................. 19
2.12.2 Editing an image .................................................................................................................. 20
2.13 Accepting your work ................................................................................................................... 20
2.14 Deleting an Item/Page ................................................................................................................ 21
2.15 Non‐page Items ........................................................................................................................... 21
3
Section 3 Media Library .......................................................................................................................... 22
3.1 Uploading Images........................................................................................................................ 22
Section 4 The Workbox ........................................................................................................................... 24
4.1 Submit an item ............................................................................................................................ 24
4.2 Submit Multiple Items................................................................................................................. 24
4.3 Approving Items and Approving Items for Deletion ................................................................... 25
Section 5 My Items (Locks) ..................................................................................................................... 25
5.1 Unlocking Items .......................................................................................................................... 25
Section 6 The Recycle Bin ....................................................................................................................... 26
6.1 Restoring a Deleted Item ............................................................................................................ 26
Section 7 Common Issues with Sitecore ................................................................................................. 27
7.1 An item will not update, or does not appear on the site ............................................................ 27
7.2 Known Bugs ................................................................................................................................. 27
Section 8 Technical Support ................................................................................................................... 27
4
Sitecore Training
Section1 GettingStarted
1.1 Installingtheregistryeditor
1.1.1 Ifyouhaveadministrativerightsonyourcomputer
1.1.1.1 Unzipthefile.
1.1.1.2 Double‐clickontheregistryeditor.
1.1.2 Ifyoudonothaveadministrativerights,usetheTechServicesRequestFormtorequestinstallation.
1.2 Findingtheloginlink
1.2.1 Gotowww.craftonhills.edu.
1.2.2 Clickonthecopyrightsymbolatthebottomofthepage.
5
1.3 LoggingIn
1.3.1 UnderOptions,selectDesktop
1.3.2 Loginusingyourdistrictusernameandpassword.
1.4 Desktop&ContentEditor:Differences
1.4.1 TheDesktopcontainstheContentEditor,butalsootherusefulfeatures,suchastheRecycleBin
1.4.2 TheRecycleBinisusefulintheeventyouaccidentallydeleteanitem.
6
Section2 TheContentEditor
2.1 OpeningtheContentEditor
2.1.1 ClickontheSitecoreiconinthelowerleft.
2.1.2 SelecttheContentEditorfromthemenu.
7
2.2 FindingyourSite/PagesinSitecore
2.2.1 Intheleft‐handpane,navigatetositecore>Content>CHCandlocateyourpages.
2.2.2 Clickontheitemyouwishtoedit.
8
2.3 CreatinganItem/Page
2.3.1 Right‐clickontheitemyouwishtostoreyournewitem/pageunder.
2.3.2 SelectInsert
2.3.3 SelectSitePage.
2.3.4 Enteranameforthepage.
2.3.5 Donotuse“&”inyourpagename.
9
2.3.5.1 Thepagenameyouenterisusedinthreeplaces.Whenapageisfistcreated,thesethreewillmatchbydefault,butyoucanchangethemasdesired.
2.3.5.1.1 TheURL–ThenameyouenteriswhatpeoplewillseeintheURLofthepage,withunderscoresreplacingspaces.Tochangethisname,youmustright‐clickontheitemandusetheRenamefeature.
2.3.5.1.2 TheTitle–ThisappearsabovethemaincontentofthepageintheredareaontheCraftonwebsite.ThiscanbechangedintheTitlefield.
2.3.5.1.3 TheMenuTitle–ThisisthenamethatappearsifyourpageisshowninthelefthandmenuontheCHCwebsite.ItisalsowhatisdisplayedintheSiteMap.ThiscanbechangedintheMenuTitlefield.
2.4 SavinganItem
2.4.1 ClickontheSaveiconontheupperleft(visiblefromtheHometab).
2.5 PostinganItem/Page(Workflow)
2.5.1 SelecttheReviewtabatthetopofthepage.
2.5.2 SelectSubmit.
2.5.3 Apopupwillallowyoutoenteranoptionalcomment.Whenfinished,chooseOK.
10
2.5.4 SelectApprove.
2.5.5 Apopupwillallowyoutoenteranoptionalcomment.Whenfinished,chooseOK.
2.5.6 Yourupdatesshouldnowbelive.
2.6 ViewingYourWork
2.6.1 Gotowww.craftonhills.edu/Testing.
2.6.2 Clickonyourusername.
2.6.3 Usethelefthandmenutolocateyourpages(TheTestingmenuwillonlyshowpagesoneleveldeep.).
11
2.7 Editingyourpage
2.7.1 Intheleft‐handpane,Navigatetothepageyouwantandselectit.
2.7.2 Intheright‐handpane,chooseLockandEdit(Youdon’tneedtodothisifyouhavejustcreatedthepageandnotyetpublishedit.).
2.7.3 FieldsforanItem/Page
2.7.3.1 EditingTextfields
2.7.3.1.1 EdittheTitleandothertextfieldsbytypingdirectlyintothetextbox.
2.7.3.2 EditingHTML/RichTextFields
2.7.3.2.1 ToedittheDescription,clickonShowEditorordouble‐clickontheEditor.
12
2.8 EnteringText
2.8.1 YoucantypedirectlyintotheEditor.
2.8.2 YoucanpastetextintotheEditor.WerecommendusingthePastePlainTextoption.
2.9 FormattingText
2.9.1 Headings
2.9.1.1 Youcanusethedropdownmenutotherighttoformatheadings.
2.9.1.1.1 Highlighttheheading.
2.9.1.1.2 Usethedropdowntoselecttheheadinglevel.
13
2.9.1.2 Thinkofheadingslikeanoutline,asbelow(usingHeadingswillnotcauseindenting.):
Heading 1
Heading 2
Heading 3
Heading 3
Heading 2
Heading 3
2.9.1.3 Justasinanoutline,headingsshouldnotjumpfromHeading1toHeading3.
2.9.1.4 Itemsofequalweightshouldusethesameheadinglevel.
2.9.1.5 Headingsshouldnotbeusedtomaketext“look”acertainway.Theyareanorganizationalhierarchy.
2.9.2 BoldandItalic
2.9.2.1 Highlightthetext.
2.9.2.2 ClickontheBorIicon.
14
2.9.3 Lists
2.9.3.1 Typeinsometext.
2.9.3.2 Selecttheitembyhighlightingthetextorclickingthecursorinthetext.
2.9.3.3 ClickontheBulletListicon.
2.9.3.4 HitEnter.
2.9.3.5 Typeyournextitem.
2.9.3.6 YoucanalsohighlightseverallinesoftextandclickontheBulletListicontoturnpre‐entereditemsintoalist.
2.10 Linkingtootherpages
2.10.1 InternalLinks
2.10.1.1 Typethetextyouwanttoappearasalink.
2.10.1.2 Highlightthetext.
2.10.1.3 SelectInsertSitecoreLink.
15
2.10.1.4 Navigatetothepageyouwanttolinkto.
2.10.1.5 Selectthepagesothatitishighlightedblue.
2.10.1.6 ClickLink.
16
2.10.2 ExternalLinks
2.10.2.1 Typethetextyouwanttoappearasalink.
2.10.2.2 Highlightthetext.
2.10.2.3 SelectHyperlinkManager.
2.10.2.4 EntertheURLofthesiteyouwanttolinkto.
2.10.2.5 ClickOK.
17
2.11 Uploading&LinkingtoFiles
2.11.1 Typethetextyouwanttoappearasalink.
2.11.2 Highlightthetext.
2.11.3 SelectInsertSitecoreLink.
2.11.4 IntheInsertaLinkdialog,selecttheMediaItemstab.
18
2.11.4.1 Navigatetothefolderinwhichyouwanttouploadanitem.
2.11.4.2 Clickonthefoldertohighlightit.
Note:Ifyoudonothighlightthefolder,youruploadmayendupinthetopFilesorImagesfolderandyouwillbeunabletomoveordeleteit.
2.11.4.3 ClickontheUploadbutton.
2.11.4.4 BrowseforyourfileandclickOK.
2.11.4.5 Adialogwillappearshowingthefileinformation.
2.11.4.6 Closethedialog.ThenselectLink.
19
2.12 Adding/EditingPictures(includingResize)
2.12.1 AddinganImage
2.12.1.1 ClickonInsertSitecoreMedia.
2.12.1.2 Navigatetotheimageyouwishtodisplay,orfollowthestepsaboveforlinkingtofilestouploadanimagetoyourfolder.
2.12.1.3 Clickonyourimage.
2.12.1.4 EnterAlternativetextiftheimagedoesnotalreadyhavesome.
2.12.1.4.1 Iftheimagecontainstextorinformation,duplicateitintheAlternativeTextfield.
2.12.1.4.2 Iftheimageispurelydecorative,enteraspaceintheAlternativeTextfield.
2.12.1.4.3 Enterthewidthandheightatwhichyouwanttheimagetodisplay.Theimagewillscaleproportionately.
2.12.1.5 ClickInsert.
20
2.12.2 Editinganimage
2.12.2.1 Right‐clickontheimageandchooseSetImageProperties.
2.12.2.2 IntheImagePropertiesdialog,youcansettheImageAltText,alignanimage,andadjustitsheightandwidth.
2.12.2.3 Beforeadjustingheightandwidth,makesuretochoosetheConstrainoptionsotheimagewillnotbecomedistorted.
2.12.2.4 ClickOK.
2.13 Acceptingyourwork
2.13.1 WhenyouarefinishedusingtheEditor,chooseAccept.
21
2.14 DeletinganItem/Page
2.14.1 SelecttheReviewtabatthetopofthepage.
2.14.2 SelectDelete.
2.14.3 Apopupwillallowyoutoenteranoptionalcomment.Whenfinished,chooseOK.
2.14.4 SelectApprove.
2.15 Non‐pageItems
2.15.1 Ifyouneedanyofthefollowing,pleasecontactKristiforsetupandabrieftutorial.
2.15.1.1 FAQs
2.15.1.2 FileLists–usedforlistsofagendasandminutes,forexample
2.15.1.3 SpotlightItems
22
Section3 MediaLibrary
3.1 UploadingImages
3.1.1 SelectMediaLibraryfromthemenuonthelowerleft.
3.1.2 Navigatetothefolderyouwishtoworkin.
23
3.1.3 SelectUploadFiles(Advanced).
3.1.4 Browsefortheimageorimagesyouwishtoupload.
3.1.5 Toselectmorethanoneimage,holddowntheCTRLkeywhileselecting.
3.1.6 ClickOK.
3.1.7 EnterAlternativeTextforeachimageintheuploaddialog.
3.1.7.1 Iftheimagecontainstextorinformation,duplicateitintheAlternativeTextfield.
3.1.7.2 Iftheimageispurelydecorative,enteraspaceintheAlternativeTextfield.
3.1.8 Ifyouwanttoreplaceanexistingfilewithanewfilewithanidenticalfilename,checkOverwriteExistingMediaItems.
3.1.9 ClickUpload.
24
Section4 TheWorkbox
4.1 Submitanitem
4.1.1 SelectWorkboxfromthemenuatthelowerleft.
4.1.2 Tosubmitasingleitemforapproval,clickonSubmitbelowtheitem.
4.2 SubmitMultipleItems
4.2.1 Tosubmitmultipleitemsforapproval,checkmarktheitemsyouwishtosubmit,thenclickSubmit(selected).
4.2.2 YoucanalsochooseSubmit(all)tosubmitallitemsforapproval.
25
4.3 ApprovingItemsandApprovingItemsforDeletion
4.3.1 ApprovingitemsintheWorkboxworksinthesamewayassubmittingthem.
Section5 MyItems(Locks)Sometimes you will work on an item and forget to check it back in when you have finished. This makes
it impossible for others to work on the item. It is therefore a good idea to check your items frequently
to make sure you have not locked something and forgotten it.
5.1 UnlockingItems
5.1.1 IntheContentEditor,clickontheReviewTab.
5.1.2 ClickonMyItems.
5.1.3 SelectitemstounlockindividuallyandchooseUnlock,orselectUnlockAll.
26
Section6 TheRecycleBin
6.1 RestoringaDeletedItem
6.1.1 Clickon“sitecore”inthelowerlefthandcorner.
6.1.2 SelecttheRecycleBin.
27
6.1.3 Clickontheitemyouwishtorestore.
6.1.4 ClickRestoreatthetopleft.
Section7 CommonIssueswithSitecore
7.1 Anitemwillnotupdate,ordoesnotappearonthesite
7.1.1 TryaHardRefresh(iftheitemshowsuppresentbutdoesnotupdate)
7.1.1.1 Navigatetotheitem
7.1.1.2 HitCtrl+F5
7.1.2 Trysubmittingandapprovingtheitemagain(iftheitemwillnotupdateordoesnotshowup).
7.2 KnownBugs
7.2.1 TheEditorwillnotallownestedlists.
7.2.2 Ampersands(&)infileandfoldernamestendtocauseproblems.
Section8 TechnicalSupport
8.1 Ifyourequirefurtherassistance,pleasecontactKristiSimonsonatextension3568.
