Sodexo Tridion CMS Overview

2 –Country.com Advanced Training v ■ What is Tridion CMS? ■ Websites ■ Inside Tridion CMS ■ How to create a page ■ Site Edit ■ Content Sharing ■ Security AGENDA

Content Management System (CMS) ■ A program that allows you to manage web based content ■ Stores parts of a page in separate places ■ Tridion also provides management of page layouts Tridion CMS Advantages ( Why Tridion?) ■ Web based access ■ Allows you to focus on content, not design ■ Share content globally or within a country ■ Quick website development ■ Flexibility in language, content, website colors, and other features ■ Preview pages before going live What is CMS? Tridion CMS Overview Requirements

Requirements for using Tridion CMS ■ Internet Explorer 8 or 9 ■ Make sure IE settings are right (see CMS Library >> Download) ■ Login Sodexo Tridion web address Support

Websites

Tridion in Action Sodexo CMS Overview Websites SodexoNet ■ In 17 countries

Tridion in Action Sodexo CMS Overview Websites Sodexo.com

CCIS Project – 43 countries with unified look and feel; Sodexo corporate websites across the globe Tridion Projects Sodexo CMS Overview UK Czech Brazil Germany Websites

I am Sodexo ( Tridion in Action Sodexo CMS Overview Websites

Entegra Tridion Projects Sodexo CMS Overview Websites

Inside Sodexo CMS

1 1 Location Bar 2 Navigation Tree 3 Toolbar 4 Working Area 5 Context menus Inside Tridion CMS Sodexo Tridion training Inside Tridion

Inside Tridion CMS Sodexo Tridion training Page Building Blocks A webpage has many parts. Each part is saved in its own folder.

Inside Tridion CMS Sodexo Tridion training Page Building Blocks Page Template Content

Page Template ■ Contains look and feel of whole site ■ Always looks the same – you never have to worry about it ■ Built into the system ■ Always empty when started Building a Webpage Sodexo Tridion training Page Building Blocks

Building a Webpage Sodexo Tridion training Content ■ Added to a page in blocks ■ Mix and match Page Building Blocks

Building a Webpage Sodexo Tridion training Content ■ Added to a page in blocks ■ Mix and match ■ Change order or positions of blocks (with restrictions) Page Building Blocks

Building a Webpage Sodexo Tridion training Content ■ Added to a page in blocks ■ Mix and match ■ Change order or positions of blocks (with restrictions) ■ Reusable Page Building Blocks

Building a Webpage Sodexo Tridion training Content ■ Added to a page in blocks ■ Mix and match ■ Change order or positions of blocks (with restrictions) ■ Reusable ■ Saved in Tridion using a form (component) ■ Styles are added to published pages Page Building Blocks When published: This is an example of a component.

Building a Webpage Sodexo Tridion training Page Building Steps Publication Website Tridion CMS is separate from the website.

Building a Webpage Sodexo Tridion training Page Building Steps Publication Website Tridion Structure Groups Folders There are yellow and pink folders in each Publication.

Page Building Steps Publication Website Tridion Structure Groups Folders PageComponent Template To create a page: 1.Create a Component 2.Select a schema & enter your content 3.Create a Page 4.Choose a Page template 5.Add component(s) & select Component Template 6.Publish to website To create a page: 1.Create a Component 2.Select a schema & enter your content 3.Create a Page 4.Choose a Page template 5.Add component(s) & select Component Template 6.Publish to website

Create a Component

Creating a Component Step 1

Creating a Component Step 2

Schema Sodexo Tridion Training Schemas  Space for data  Ensures that all content have consistent structure Survey: Creating a Component News Article:

Creating a Component Step 3

Creating a Component Step 4

Create a Page

Creating a Page 1.Go to the Structure Group where the Page will be saved 2.Click on "New Page"

Creating a Page Required fields ■ Name – should start with a 3-digit number ■ File name – no spaces/special characters ■ Page Template (defines type of page)

Creating a Page 3. If published, you will see an empty page

Creating a Page 4. To add content, click on the Component Presentations tab 5. Click on the Insert button

Creating a Page Add Components: 1. Select Component (content) 2. Select Component Template (layout) 3. Click on Insert 4. When finished click on Close

Creating a Page You now have a page with Content

Creating a Page When published, this is how a page can look

Publishing

Overview  Items must be published to a website  Published items cannot be deleted  Can schedule publishing / unpublishing  Publishing Queue shows publishing states Publishing

1. Right-click the Page 2. Select ‘Publishing’ and click on ‘Publish’ 3. In the ‘Web Page Dialog’ window: Select a target ‘Staging’ or ‘Live’ Click on ‘OK’ Publishing

SiteEdit

Site Edit Features Browsers: ■ IE 8 or 9 ■ Firefox ■ Chrome You can: ■ Edit a component ■ Create and add components to pages ■ Upload multimedia from desktop ■ Publishing Queue is always accessible ■ Rollback changes Available in Staging Sites only ■ Each project has its own staging site domain ■ Staging site is secured 42 –Country.com Advanced Training v

Activate Site Edit 43 –Country.com Advanced Training v Click 2. Wait for Publishing Queue to be enabled

Edit component 44 –Country.com Advanced Training v Click in component 2. Click Edit (or click Component > Open Component from menu bar) > Open component

Site Edit – Insert existing component 45 –Country.com Advanced Training v On menu bar, click Component 2. Add Component 3. Add existing component

Site Edit – create and insert new component 46 –Country.com Advanced Training v Click Page  Open Page 2. Select Component Presentations 3. Click Insert

Site Edit – create and insert new component 47 –Country.com Advanced Training v Create New Component or New Multimedia Component 5. Add content  Save and Close component 6. Select Component 7. Select Component Template 8. Insert 6 7 8

Site Edit – create and insert new component 48 –Country.com Advanced Training v Click Page > Publish Page 2. Select Target (select 1 only, staging-UTF8 first) 3. Click Publish

Site Edit – Tips and Tricks ■ Update components – not text ■ Publish pages – not components ■ When you can’t see your changes after publishing, check Publishing Queue. Make sure it’s successful. 49 –Country.com Advanced Training v

Content Sharing

SodexoNet NorAm Blueprint Sodexo Tridion training 06G Canada (French) 03 Translation French 05G Canada (English) Same language Countries 04G SodexoNet NorAm 05G USA 05G Mexico  Publications have parent child relationships  Share content with other countries or websites  Items are always inherited from the top;  Publications have parent child relationships  Share content with other countries or websites  Items are always inherited from the top; Content Sharing

Navigation

53 – Navigation Country.com Advanced Training v Navigation is related to Structure Groups  Navigation is created and organized by managing Structure Groups (SG)  Any numbered SG under Root becomes part of top navigation

Website Navigation Sodexo Tridion training Navigation Behavior is specific to a site’s design  In SodexoNet, must click a top item to see left navigation  In Sodexo.com, mouse over top item and sub items are displayed Click a top items to see sub items on left

Roles and Responsibilities

Security ■ Requires Tridion ID ■ Access to specific projects only Roles (optional) ■ Contributor – can create new and edit content ■ Publisher – responsible for organizing the website; creates the actual pages and navigation; publishes pages for preview only ■ Editor –moves completed pages from preview to live Roles can be customized CMS Roles Sodexo CMS training Roles and Responsibilities

Flowchart: Creating a Webpage

Create Multimedia Component for each multimedia file Create Data Component(s) in yellow folders Create a Page in pink Structure Groups Need multimedi a file*? To create a webpage Is multimedi a in CMS? Add Multimedia Component to Data Component Yes No Add Data Component(s) No Publish Page See page in website Multimedia files: Images PDF Excel file Word file Flash Video

Q & A

Website Navigation Sodexo Tridion training Navigation

Creating a Structure Group Sodexo Tridion training 1. Go to the Structure Group where you want the new Structure Group 2. Click on "New Structure Group“ Required fields: ■ Name – must start with 3 numbers ■ Directory (for web server) – must have no spaces or special characters. Only the underscore and dash are allowed, example: India_Training or india-training

3. Right click on the Structure Group (SG) 4. Select Properties 5. On Metadata Schema, select “Structure_Group_Meta” 6. Select Yes on “Should this SG be clickable ….” 7. Type the page filename on the next field. 8. Click Save & Close 9. Publish this SG and xml SG Website Navigation Sodexo Tridion training