Training For Authors, Editors, and Site Admins Provided by: Web Services Section

Agenda 1.Introductions 2.Intro to CA Web Publishing 3.Navigating the Site & Page Hierarchy 4.Creating Content 5.Adding Components to a Page 6.Documents & Images 7.Content Scheduling & Version Control 8.Special Functionality 9.Site Administration 2

Introductions 1. Who are you? 2. Which organization do you work for?

Introduction to CA Web Publishing

CA WEB is a CMS 5 Typical Website: 1.Page level mgmt 2.Not much content reuse 3.Static content display 4.Manual publishing 5.Single Webmaster Publisher 6.Manual Approval 7.Manual Version Control Modern CMS: 1.Content level mgmt 2.Designed for reuse 3.Dynamic content display 4.Scheduled publishing 5.Many non-technical authors and editors 6.Automated Workflow 7.Automated Version Control

CMS = Business Process Change Shift From:  Published by to Webmaster To: Published by “Me” 6

Two CA Web Interfaces  Page Editor  Visual Web Page interface  Looks Like and Navigates Like Your Site  Content Editor  Hierarchal Tree View of Your Site’s Content Resources  Like a typical website file structure, but not exactly the same

Navigating the Site & Page Hierarchy

Page Editor – Ribbon & Navigation Ribbon Menu Navigation (edit mode vs preview mode)

Lab 1 – Login & Navigate Site 1.Login at: a.See whiteboard 2.Navigate in Edit & Preview Mode First navigate to your siteThen navigate to a pageThen, in the top ribbon menu, click “Preview” and navigate and view your site just as you would any regular site. But Note: you cannot edit your site in “Preview” mode.

Page Hierarchy The page hierarchy of functionality and their associated floating toolbars

Page Hierarchy: Pieces & Parts TwoColumn or OneColumn (page layout) mainContent (column on left) or asideContent (column on right) Container (an optional, visually designed, content holder) containerPlaceholder (for multiple types of content within the Container) Then various types of content can be inserted via “Renderings”: Content with one Content Item News List with News Item(s) Event List with …Item(s) Contact List with …Item(s) Service Location List with …Item(s) FAQ List with …Item(s) Executive Profile List with …Item(s) Exam List with …Item(s) Job List with …Item(s) Event List with …Item(s) Document Resource List with …Item(s) Gallery with …Item(s) Special: Executive Banner, Tab Panel, Widget, Mvc Form

Important: Session Timeouts If our discussion took longer than 15 min, your session may have timed out You will need to login again and navigate to your site Note: there may be times that after logging in, the browser may not reload the Page Editor in a proper “place” which causes an error. If so, go back to original logon URL:

Lab 2 – Explore Page Hierarchy 1.Navigate the hierarchy of components on a page and notice the change in “floating” menu 2.Explore floating menu options (but don’t edit) a)Don’t Click DELETE and REMOVE 3. Click the Component button to see where they can be inserted.

Creating Content

Pre-Templated Content Types Contact Information Events Exams Executive Banners Executive Profiles FAQs Gallery Jobs Locations News Publications 16 Additional Value: Semantic Integration!

Integrated Semantic Markup Fully Integrates Modern Web Technologies : 2. Automatically Applies Semantic Markup – Enables enhanced search results 17

Creating Content From Templates 1.Create a Page a.Enter in some content b.Add tags c.Save the page 2.Note: the different types of page templates available. 3.Note: avoid “Duplicate Page” for now…

Lab 3 - Creating a Page 1.Navigate to one of the first level pages 2.There, click “Insert Page” from the “Home” tab of the ribbon menu. 3.Select “General Page” from choices offered. 4.Name it “ Page” and then click the “Insert” button. 5.Should be a two column page. 6.Fill in page, add tags, and save.

Creating Content on a Page 1.Create a News Article and apply Agency Tags  Publish the news article  Note: a blog is nothing more than another news list 2.Your Workbox & the Publishing Process 3.Compare Versions

Note: Role Based Access Role Based Access with Review & Approval Workflow: Note: For large sites, Authors and Editors can be assigned to specific “business areas” 21 Author: 1.Write Content 2.Upload Media Note: subject to review and approval workflow to publish Editor: 1.Write Content 2.Upload Media Site Admin: 1.Write Content 2.Upload Media 3.Review and Approve for Publishing 4.Administer: Users Menu Navigation Site Look & Feel

Lab 4 - Creating a News Article 1.Navigate to the “news” list page 2.There, click on the “News List” and in the floating menu click the “Insert a new item” button. 3.Select “News Article” (should be the only choice offered.) 4.Name it “ News Article” and then click the “Insert” button. Note: It may initially place the new article at the bottom of the list! 5. Next: click on the “Edit the item fields” button.

Lab 4 - Creating a News Article 6.Fill in the article (don’t worry about an image, yet) 7.Add Agency Key words

Lab 4 - Creating a News Article 8.Click “save” button in the top left 9.Then submit for publishing. Stop here and wait for everyone else! We will step through the rest together.

Lab 4 - Creating a News Article 10. “Check” the “CA- Web-Two-Step” 11. “Click” to open the “Draft” folder. 12. Submit (all or individually) Next an Editor or Site Admin must “approve”.

Lab 4 - Creating a News Article 13. “Click” to open the “Awaiting- Approval” queue. 14. “Click” on (to understand): a.Preview b.Open c.Diff d.More 15. Approve All

Adding Components to a Page

Leveraging Tags for Dynamic Reuse Cause related content to automatically display 28 wearable service drought

Adding Components to the Page 1.Add a list of news in the Aside column - filtered by an Agency Tag 2.Different types of “list based” content potentials: a.News, Events, Service Locations, Exams, Jobs, FAQs Notice: this content has become reusable!

Lab 5 - Adding Components to the Page 1.Add a list of news in Aside of “Your Page” filtered by an Agency Tag a.In “Home” tab of top ribbon menu: click on the “Component” option b.In the Aside column, insert a news list c.Filter the news list by tag words 2.Experiment with different combinations of Agency Tag words 3.Publish the page and the aside content by using the “Workbox” and following steps 10 – 15 from Lab 4.

Important “Nuances” to be aware of! 1.When creating a new list for: a.News, Events, Service Locations, Exams, Jobs, FAQs b.Only use the “Insert Page” option from the “Home” tab of the top ribbon menu. c.If you use one of the floating menus to insert a “new” component for a list, it will not properly set it up and some functionality will never work right! d.Note: you can still use the floating menu to insert an already existing list (a list that was originally created with the “Insert Page” button.)

Important “Nuances” to be aware of! 2.If you “delete” a content item from one place in the site, you will delete it completely from all places that it exists in the site! a.“Delete” removes completely. You cannot get it back. We recommend that you either:  “Remove” the component completely that is displaying the content item (makes sense if the component only holds one item.)  “Unpublish” the content item to remove it completely from the site without deleting it.

Documents & Images

Publishing Documents 1.Old Way – on “Your Page” with links a.Appropriate if no reuse intended (essentially a “one off” type of document.) 2.New Way – a list of documents of similar type a.Appropriate for: Exams, Jobs, Forms, Publications, etc.

Publishing Images 1.Uploading and Inserting an Image on a Content Item 2.Note: you can also Publishing an Image Gallery

Lab 6 - Documents & Images 1.Uploading and inserting a link to a document on “Your Page” 2.Uploading and Inserting an Image on “Your Page” or “Your News Article” Note: Remember to publish your changes by using the “Workbox” and following steps 10 – 15 from Lab 4.

Content Scheduling & Version Control

Content Scheduling You can schedule content for publishing and un-publishing 38 Ver A Ver B Ver C

Content Scheduling – How to From the top ribbon menu, click on the “Schedule” button 39  Publish – schedule this for the day before the day that you want it to show up.  Unpublish – schedule this for the day before the day that you want this to disappear.

Ver C Version Control What if I want to rollback my page to a previous version? 40 Ver A Ver B Ver C Ver B

Version Control – How it Works Every time you click “Save” and “Publish” after making a change, you are creating a new version. 41

Version Control – Rolling Back 1. Use the “Experience” Tab to go back to the version you want to roll back to. Then: Make a small change 3. Save 4. Roll the “Experience” tab forward to “future” to see the new version 5. Publish

Version Control – Rule Rule: Highest published version number is always the visible version! 43 Technically, evey time you click “Save” after a change you create a version; even if you did not publish it. But if you make another change and save it, you created another publishable version. But only the published version with the highest version number will show up in the website. So if you go back to a previous unpublished version and publish it with no changes, it will NOT be visible on the site if a higher version number was previously published.

Version Control – is by Content Item Using the “Experience” tab to rollback, only affects the main content of the page! 44

Version Control – is by Content Item Using the “Experience” tab to rollback, only affects the main content of the page! 45 Even though this was not on the page on February 1, 2016

Version Control by Content Item - Advantage If you roll back a content item that exists on a 1,000 pages, and in different places on those pages: It only takes one update to correct it every place! 46 Note: the next version of the Sitecore software will enable Page level versioning, in addition to the current Item level versioning.

Special Functionality

Editing the Home Page 1.Only the Site Administrator can edit 2.Does not go through workflow so you must use the “Publish” button 3.There is no versioning on the Home page! 4.It is best to plan your homepage to bring forth dynamic content from main list sources. Most of the content should be automatically updated from: news, events, etc.

Special Content Types 1.Javascript embeds (twitter feeds, etc.) 2.Forms 3.Insert a Rotating Banner & Images 4.Tab Panel Note: These are more complex to set up, but usually they are already set up for you when we create your initial site.

Known Issues of the Pilot Phase 1.No way to delete items in workbox. They must remain in workbox indefinitely or be approved. 2.Long breadcrumb names do not wrap cleanly 3.Container title runs into icon on some sub pages 4.Some authoring environment search results will include results that are not relevant to the search term depending upon where you are navigated to 5.When deleting content – it “may not” be removed from the site until the next day 6.Rotating Banner text does not accept carriage returns, so wraps only at the full page width, and will be covered by a large search bar option. 7.Currently workflow does not provide any notifications. It must be manually checked. 8.Navigation starts at a CA Web root site in Production

Site Administration

CA Web – Site Administration 1.Site Settings 2.Main Navigation & Footer Links 3.Agency Tags 4.User Management Note: there are many other things you can do via the Content Editor, but we recommend you do only these 4 noted above, and do the rest of your content changes via the Page Editor.

Site Administration You Use the “Content Editor” (as opposed to “Page Editor”) to administer the site: It starts your hierarchal tree view at the Sitecore root. So you must navigate to your site within both the: Content tree Media Library tree

Site Admin – Site Settings  Logo  Color Scheme  Main Menu Navigation Styles (desktop & mobile)  Search Box Location  Background Banner Image Click on the root node of your site to change the Site Settings. Changes must be published!

Site Admin – Navigation & Footer  Navigation Links  Can go two levels  Footer Links  Only single level Right-click on the folder or link you want to add a link to. Note: Changes must be published!

Site Admin – Agency Tags Right-click on the “Agency Tags” folder to add another Tag word. Note: Changes must be published! Note: Not a good idea to delete an Agency Tag word!

Site Admin – User Management Add New account Edit account Disable account Enable account Unlock the account

Site Admin – User Role Management Assigning or Editing a User Role

This Concludes the Training Any Further Questions?

For More Information Service Catalog Marketing Site CA Web Publishing Service site –