SitecoreConfiguration - Amazon Web Services · willbeusedtopublishto* Sitecore.* * ( (Connect...

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Copyright © 2015, Kapost and/or its affiliates. All rights reserved. Sitecore Configuration Overview To ensure a streamlined integration between Kapost and Sitecore this document overviews the application integration and setup for Sitecore. The process for enabling Sitecore integration requires several tasks: Begin by connecting Sitecore in the Kapost App Center. Sitecore connection information will be needed to complete this task. Completing this task will enable the Sitecore publishing option in the appropriate Kapost locations. Then synch the Sitecore categories to the Kapost categories in Content Settings. You will need to understand how to navigate the Sitecore tree structure to obtain the correct information (relative path) to enter into the Kapost Content Setting fields. Kapost is aware of the toplevel pathnames in Sitecore so it is simply the subfolders and naming conventions that need to be uncovered in this task. Kapost is also aware of the three common categories (fields) labeled Excerpts, Featured Image, and Tags. Then establish Sitecore as a publishing destination in Kapost. Steps to publish to a Kapost HTML content type versus any other Kapost content type will differ. You will need to understand how to navigate the Sitecore tree structure to obtain the correct information for configuring these two content types to be published. Then create any additional Kapost custom fields desired. Map these newly created custom fields in Sitecore also. You will need to understand how to work with the Sitecore template to ensure that the custom field names in both Kapost and Sitecore align. Finally, map the additional custom fields created to the Kapost content types that will be used to publish to Sitecore. Connect Sitecore in Kapost App Center Map Custom Fields to Kapost Content Synch Sitecore categories in Kapost Content Settings Setup Sitecore as a Kapost Publishing Destination Create Kapost Custom Fields to map to Sitecore

Transcript of SitecoreConfiguration - Amazon Web Services · willbeusedtopublishto* Sitecore.* * ( (Connect...

Copyright  ©  2015,  Kapost  and/or  its  affiliates.  All  rights  reserved.    

Sitecore  Configuration    Overview  To  ensure  a  streamlined  integration  between  Kapost  and  Sitecore  this  document  overviews  the  application  integration  and  setup  for  Sitecore.  The  process  for  enabling  Sitecore  integration  requires  several  tasks:    

             

Begin  by  connecting  Sitecore  in  the  Kapost  App  Center.  Sitecore  connection  information  will  be  needed  to  complete  this  task.  Completing  this  task  will  enable  the  Sitecore  publishing  option  in  the  appropriate  Kapost  locations.    Then  synch  the  Sitecore  categories  to  the  Kapost  categories  in  Content  Settings.  You  will  need  to  understand  how  to  navigate  the  Sitecore  tree  structure  to  obtain  the  correct  information  (relative  path)  to  enter  into  the  Kapost  Content  Setting  fields.  Kapost  is  aware  of  the  top-­‐level  pathnames  in  Sitecore  so  it  is  simply  the  sub-­‐folders  and  naming  conventions  that  need  to  be  uncovered  in  this  task.  Kapost  is  also  aware  of  the  three  common  categories  (fields)  labeled  Excerpts,  Featured  Image,  and  Tags.      Then  establish  Sitecore  as  a  publishing  destination  in  Kapost.  Steps  to  publish  to  a  Kapost  HTML  content  type  versus  any  other  Kapost  content  type  will  differ.  You  will  need  to  understand  how  to  navigate  the  Sitecore  tree  structure  to  obtain  the  correct  information  for  configuring  these  two  content  types  to  be  published.    Then  create  any  additional  Kapost  custom  fields  desired.  Map  these  newly  created  custom  fields  in  Sitecore  also.  You  will  need  to  understand  how  to  work  with  the  Sitecore  template  to  ensure  that  the  custom  field  names  in  both  Kapost  and  Sitecore  align.    Finally,  map  the  additional  custom  fields  created  to  the  Kapost  content  types  that  will  be  used  to  publish  to  Sitecore.          

Connect Sitecore in Kapost App

Center

Map Custom Fields to Kapost Content

Synch Sitecore

categories in Kapost Content Settings

Setup Sitecore as a

Kapost Publishing Destination

Create Kapost Custom

Fields to map to Sitecore

Copyright  ©  2015,  Kapost  and/or  its  affiliates.  All  rights  reserved.    

Steps  to  connect  Sitecore  in  the  App  Center  1. From  the  left  navigation  menu  select  App  Center  

 

   

2. Click  Install  more  apps    

Copyright  ©  2015,  Kapost  and/or  its  affiliates.  All  rights  reserved.    

   

3. Click  CMS  to  filter  and  display  only  CMS  connections    

   

4. Scroll  down  and  select  Sitecore  5. Select  the  instance  drop  down  menu  and  select  your  Kapost  instance  name  

 

Copyright  ©  2015,  Kapost  and/or  its  affiliates.  All  rights  reserved.    

   

6. Click  Install    

   

7. Enter  a  name  for  the  connection.      

   This  can  be  any  name  relevant  to  your  users.  This  name  will  appear  in  Kapost  when  selecting  a  publishing  destination.  

8. URL  is  the  URL  of  the  Sitecore  page  to  which  you  are  publishing  content.  9. Username  and  Password  are  for  the  Sitecore  account  we  are  connecting  to.  10. Enter  the  pathname  for  Sitecore  categories  folder  in  the  Categories  Parent  field.    

Use  only  to  synch  categories  in  Sitecore  with  Kapost  custom  field  labeled  categories.    

Copyright  ©  2015,  Kapost  and/or  its  affiliates.  All  rights  reserved.    

   Examine  your  Sitecore  page  to  locate  the  pathname  for  the  Categories  folder  (case  sensitive  field).      

11. Click  Connect   Steps  to  synch  Sitecore  categories  in  content  settings  1. Select  the  Content  settings  option  from  the  Settings  icon  on  the  left  hand  

navigation.  2. In  the  Features  section,  enable  the  three  settings  specific  for  Sitecore  blogs  by  

selecting  the  checkbox  for:  Excerpts  Featured  Image  Tags    

   

3. Scroll  down  to  the  Categories  section  and  click  the  Fetch  Categories  button.  4. Ensure  that  the  list  of  categories  displays  by  clicking  into  the  Categories  Option  

field  and  examining  the  list  of  categories  available.    

Copyright  ©  2015,  Kapost  and/or  its  affiliates.  All  rights  reserved.    

   

5. When  more  categories  are  added  to  Sitecore,  click  the  Update  Categories  button  to  update  the  listing  within  Kapost.    

Steps  to  setup  Sitecore  as  a  publishing  destination  1. Select  the  Content  Types  and  Workflow  option  from  the  Settings  icon  on  the  left  

hand  navigation.  2. In  the  Content  Type  section  select  the  type  of  content  that  will  be  published  to  

Sitecore.        For  the  following  steps  select  the  body  type  eBook.    

3. For  all  body  types  other  than  HTML  click  in  the  Primary  Destinations  field  and  select  Sitecore.  

4. Click  Save.  5. To  confirm  the  save  click  Update  Content  Type.  

 For  the  following  steps  select  Blog  Post.    

6. Return  to  the  Content  Type  section  and  select  the  blog  post  type  of  content  that  will  be  published  to  Sitecore.    

7. Click  in  the  Primary  Destinations  field  and  select  Sitecore.  8. Click  Save.  9. To  confirm  the  save  click  Update  Content  Type.  

Copyright  ©  2015,  Kapost  and/or  its  affiliates.  All  rights  reserved.    

10. In  the  Field  Name  field  enter  the  pathname  of  the  folder  that  contains  the  blog  post  template  in  Sitecore.  In  this  example  you  see  the  pathname  Sample/Kapost  Sample  was  entered.    

   You  can  find  this  pathname  by  examining  the  Sitecore  file  structure  and  locating  the  Sitecore  template.  Kapost  recognizes  the  top  folder  structure  of  Sitecore,  which  in  this  case  is  the  Templates  folder.  Therefore,  you  only  need  to  specify  the  pathname  of  the  structure  following  Templates.  In  this  example  we  enter  Sample/  as  the  folder  name  and  Kapost  Sample  as  the  template  file  name.  

Copyright  ©  2015,  Kapost  and/or  its  affiliates.  All  rights  reserved.    

 

   

11. Scroll  down  to  the  Sitecore  section  to  establish  the  Required  Fields.    

   

Copyright  ©  2015,  Kapost  and/or  its  affiliates.  All  rights  reserved.    

12. Enter  the  pathname  for  the  Parent  field.    This  pathname  is  specifying  where  a  blog  post  will  live  in  Sitecore  when  it  is  published  from  Kapost.  In  this  example  we  have  specified  Home/Blog  because  Kapost  is  aware  of  the  top-­‐level  folder  structure  (Content)  so  it  does  not  need  to  be  included  in  the  pathname.      

   

13. Enter  the  title  of  the  blog  post  for  the  Title  field.    Both  the  title  and  the  body  type  come  from  the  Sitecore  template.      

   

14. Enter  the  body  type  of  the  blog  post  for  the  Body  field.  In  this  example  the  body  type  is  text.  

15. Enter  the  pathname  for  the  Media  Parent  field.    

Copyright  ©  2015,  Kapost  and/or  its  affiliates.  All  rights  reserved.    

   This  field  refers  to  the  pathname  of  the  location  where  media  files  for  the  blog  post  will  live  in  Sitecore.    In  this  example  we  have  specified  Files/Blog  because  Kapost  is  aware  of  the  top-­‐level  folder  structure  (Media  Library)  so  it  does  not  need  to  be  included  in  the  pathname.  

16. Enter  the  Sitecore  field  names  for  the  Kapost  Optional  Fields,  Excerpt,  Featured  Image,  and  Categories.    Ensure  that  these  fields  are  listed  in  the  Sitecore  template.    

   

 Steps  to  create  Kapost  custom  fields  that  map  to  Sitecore  1. Select  the  Custom  Fields  option  from  the  Settings  icon  on  the  left  hand  

navigation.  2. Click  the  Add  Custom  Field  button.  

 

Copyright  ©  2015,  Kapost  and/or  its  affiliates.  All  rights  reserved.    

   

3. Enter  the  desired  name  for  the  Display  Name  field.  4. Enter  the  same  name  for  the  Field  Name  field.  5. Select  Text  as  the  Field  Type.  6. Click  the  Create  A  Custom  Field  button.  7. To  map  the  custom  field  to  the  Sitecore  template  use  the  Sitecore  Add  A  New  

Field  option  to  create  the  custom  field  with  the  same  exact  name  as  the  name  used  in  Kapost.  Naming  conventions  are  case  sensitive.    

   

8. Ensure  that  the  field  types  are  the  same.    In  this  example  the  Target  Audience  custom  field  is  a  text  field.    

Copyright  ©  2015,  Kapost  and/or  its  affiliates.  All  rights  reserved.    

   Notice  in  Kapost  Multiline  Text  was  not  selected,  just  simply  Text.    

   

9. Save  changes  in  both  Kapost  and  Sitecore.     Steps  to  add  the  Kapost  custom  field  to  the  content  type  for  Sitecore  publishing 1. To  add  the  new  custom  field  to  the  Kapost  content  type  that  will  be  used  to  

create  the  blog,  select  Content  Types  &  Workflow  from  the  Settings  menu  in  the  left  hand  navigation  menu.  

2. Locate  the  blog  post  content  type  created  for  Sitecore  and  scroll  down  to  the  Custom  Fields  pulldown  menu.    

3. Add  the  new  custom  field  by  typing  the  name  into  the  Custom  Fields  text  box.  The  custom  field  will  populate  for  selection.    

   

4. Click  the  Save  Changes  button.