© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. KSOM Sitecore Training Content.

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. KSOM Sitecore Training Content Editors Prepared exclusively for Swanson Russell West Monroe Partners

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Table of Contents 2 Accessing Sitecore General Web Site Editing Overview & Best Practices General Web Site Editing Overview & Best Practices Creating a New Page & Adding Content Home Page Support Keck Deans Corner Featured News/More News Featured Event/More Upcoming Events Creating Pages from Templates Basic Page News & Events Events & Custom Copy News & Custom Copy Adding Site Content Events Add an Event Event Calendar Event Detail Page News Add a News Item News Landing Page News Detail Page Creating Metadata Callouts Add a Content Callout Add a Visual Callout Publish a Callout Callout Inheritance and Hiding Creating Sub-Folder Appendices Appendix A: Rich Text Editor Appendix B: Search Within Sitecore Appendix C: Workflow Process Details Appendix D: Using the Workbox Appendix E: Image Tools

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Accessing Sitecore The Sitecore system can be accessed by visiting the following URLs: Development Site: http://med-sc- dev.usc.edu/sitecorehttp://med-sc- dev.usc.edu/sitecore Production Site: http://med-sc- cms1.usc.edu/sitecore/loginhttp://med-sc- cms1.usc.edu/sitecore/login At the login screen, there are various options that allow access to the two different methods of editing content. The two content editing modes are the Content Editor, and Edit Web Mode. We will be using the Content Editor for our training and encourage you do to the same. 4

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Content Structure 6 Content within Sitecore is stored within a tree structure 1 1 2 2 3 3 4 4

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Content Structure 7 Content within Sitecore is stored within a tree structure Pages contain content which is split into data fields of various types Single line of text Image Rich Text

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Content Editor 8 In the Content Editor mode, content is viewed as a hierarchical tree. Nearly all of the editable content will be found under the KSOM item in the content tree. The Content Editor mode provides some functionality that is not available in Web Edit mode, such as copy/paste and item sorting.

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Editing Items 9 Before you begin, please be sure that you disable your pop-up blockers. Locking and Item Before an item can be edited, it must be locked. Locking prevents changes from being overwritten by another user editing content at the same time. Content locking can be turned off if there are very few content editors. If the item needs to be locked, then the warning will appear beneath the name of the item. To lock the item, click the Edit button OR the Lock and Edit link on the page. After clicking the Edit button, the item can be edited.

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Creating a New Version 10 It is recommended at this time to create a new version prior to making edits on a page. This way if you wish to discard your changes, you may just revert to a previous version. To add version go to the Versions Tab and select the Versions drop down. Click the Add Version.

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Deleting Versions and Unlocking Items 11 To revert back to the previous version and remove your changes, you must delete the current version. First, select the page you would like to revert back to previous version. Click on the Version tab. From there, click Remove to remove the current version.

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Deleting Versions and Unlocking Items 12 To unlock and item or discard your changes, you must go to the Review Tab and unlock the item. Once on the Review tab, select My Items. From the pop-up select the item you would like to unlock and select Unlock. When you are finished select Close.

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Creating a New Page 14 Updating Text Any text that is able to be edited can be made directly to the page. Adding Pages To add a page in Sitecore select the area you would like to add a page to and right click. Select Insert Insert from Template. A menu will appear where you will be able to select the type of page you would like to add. Next, a pop-up will appear asking you to name the new page. Enter the name and click OK. Adding Metadata All pages will have metadata associated with them. See slides below for details.

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Creating a New Page 15 For MAC users: Rather than right-clicking to create a new page, you can add new page in the ribbon. Click on the section under which you want to create the page, and under the Home tab, you will see page options. You will also see the other menu options in the ribbon that you would see in the right- click menu

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Changing Page Titles 16 The page title that is displayed in the Menus and Navigation throughout the site comes from the name of the item. To change the name of an item, right click the item, and select the Rename option. Some items cannot be renamed.

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Saving and Checking In Items 17 While you are working, you may Save the work you are doing. You can click the Save button or click CTRL+S. When you have completed your changes, you must check the page back in. This will allow other editors to see your changes, but these changes will not appear on the site. To check in the item, from the Home tab select the Edit drop down. From there you can check in the item.

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Previewing Changes 18 Changes to content items can be previewed by clicking the Publish tab at the top of the content editor, then clicking the Preview button. A new browser window will be displayed, and changes can be previewed before they are published. Please be sure to close your preview window once you are done viewing your changes as that window will display all items checked in and may appear that items are being published without actually being published.

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Publishing Items 19 In order to publish an item, it must go through a workflow process. The workflow process is in place to ensure that content is appropriately reviewed before being published onto the live website There are two workflows in place: KSOM Content Workflow (used for standard site content and pages) KSOM News and Events Workflow (used solely for news and event items, and to publish specifically to the Home Page and Master Calendar) Each workflow process follows a few basic steps (shown below) and begins when a user wants to publish content to be displayed on the site Content Workflow Steps News and Events Workflow Steps 1 2 3 1 2 3 4 5

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Publishing Items 20 An item is published after it goes through the workflow process and is approved As a Content Author, you can only submit an item for approval. To do this, select Submit from the Edit drop-down menu After a Content Approver approves the item, then it will be published As a Content Approver, you can submit AND approve your own items, if desired *For more details on the workflow process, please see Workflow Process Details Workflow Process Details

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. There are two methods of uploading images to Sitecore: The following slides will provide a step-by-step guide to uploading images using both methods Upload an Image 21 1. Upload the image to the Media Library This method is best for adding multiple images to Sitecore at once 1. Upload the image to the Media Library This method is best for adding multiple images to Sitecore at once 2. Upload the image as you are creating or editing a page This method is best for adding images on the fly while you are creating/editing a page 2. Upload the image as you are creating or editing a page This method is best for adding images on the fly while you are creating/editing a page

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. At the very bottom of the tree structure, you will see Media Library section Clicking on this will take you to the Media Library, where all images and files are stored Upload an Image – Media Library 22 1. Upload the image to the Media Library This method is best for adding multiple images to Sitecore at once 1. Upload the image to the Media Library This method is best for adding multiple images to Sitecore at once

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. By clicking into the Images folder, you will see all of the images stored on the site Within the Images folder, you can create new sub-folders to organize your images There are three ways to upload new images: Upload Files Upload Files (Advanced) Drag & Drop Images must be published for them to appear on the site, just like all content. The correct sizes (in pixels) for each image type are as follows: Banner Image – 644 x 218 Feature Image – 274 x 72 More News & Research Image – 65 x 48 Upload an Image – Media Library 23 1. Upload the image to the Media Library This method is best for adding multiple images to Sitecore at once 1. Upload the image to the Media Library This method is best for adding multiple images to Sitecore at once

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. You can also upload images while creating a new page or editing an existing page You can do this in two ways: When adding a banner image to a page Through the rich text editor Banner Image Select the browse button Rich Text Editor Select the insert Sitecore media button Whichever way you choose, you can upload a new image from the current screen without having to navigate to the Media Library Upload an Image – while editing page 24 2. Upload the image as you are creating or editing a page This method is best for adding images on the fly while you are creating/editing a page 2. Upload the image as you are creating or editing a page This method is best for adding images on the fly while you are creating/editing a page

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. By selecting either browse or insert Sitecore media, you will see the Media Browser screen display Upload an Image – while editing page 25 2. Upload the image as you are creating or editing a page This method is best for adding images on the fly while you are creating/editing a page 2. Upload the image as you are creating or editing a page This method is best for adding images on the fly while you are creating/editing a page First, navigate to the Images folder You will see images organized just as they are in the Media Library. From here, you can select an existing image to add to the page. If you need to upload a new image for the page, you can use either the Upload or Drag & Drop feature

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Upload File (make sure to Publish after you upload) Drag & Drop (make sure to publish after you upload) Upload an Image – while editing page 26 2. Upload the image as you are creating or editing a page This method is best for adding images on the fly while you are creating/editing a page 2. Upload the image as you are creating or editing a page This method is best for adding images on the fly while you are creating/editing a page Simply upload the file from your computer as you normally would Drag the file from your computer into the folder view that displays

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. After you Upload or Drag & Drop, the image will appear within the tree view as a new image. Select the image and click OK to add it to the page. Upload an Image – while editing page 27 2. Upload the image as you are creating or editing a page This method is best for adding images on the fly while you are creating/editing a page 2. Upload the image as you are creating or editing a page This method is best for adding images on the fly while you are creating/editing a page

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Hero Marquee 30 The Hero Marquee will display at the top of the home page, with five main tabs: Keck Students Faculty & Staff Alumni Patients

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Hero Marquee 31 Within the tree structure, you will find the Marquee within the Home section within Site Content

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Hero Marquee 32 The first three fields you will see are Display Title, Story Title, and Image

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Hero Marquee 33 The other two fields you will see are Description and Link NOTE: the Link field will always display the same text: Read The Full Story. The URL that you enter into the Link field will determine where a user is directed when they click on that item on the page.

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. When you click on insert link for the Link field within the Hero item, you can specify what text shows up in the yellow box by editing the Link Description field Hero Marquee 34

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Hero Marquee 35 You will notice that main items within the marquee have sub-links, such as Maps & Directions To add a link, right-click on the main item and select Insert > General Link When creating a new item, you will need to enter only Title and Link

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Support Keck 36 The Support Keck feature is found within the Islands folder of the tree structure, within the Site Content section There are three fields to add content to for this feature: Title, Description, and Image

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Support Keck 37 After you Save and Publish the item, it will display on the home page

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Deans Corner 38 The Deans Corner feature is found within the Islands folder of the tree structure, within the Site Content section There is only one field to add to for Deans Corner, which is Body. Text and/or links can be added to this section. The image within the Deans Corner section will not change.

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Deans Corner 39 After you Save and Publish the item, it will display on the home page

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Callouts 40 Also from the KSOM item within the tree structure (beneath the Support Keck and Deans Corner sections), you will see the Callouts section. From here, you can add any callouts to the home page, just as you would add callouts to any other page

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Featured News 41 To determine which News item is featured on the home page, click on the KSOM item within the tree structure. On this page, you will see a dropdown list for Featured News Research. This is where you select which item displays on the home page. You can select from any existing new item.

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Featured News 42 After you Save and Publish the item, it will display on the home page

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. More News 43 To determine which News items are displayed on the home page, you can tag them with metadata labeled Home Within the News item itself, you will see the Metadata Tagging area From here, you will see the option for Home. When you select Home the News item will be set to display on the home page *NOTE: You can only tag metadata items to which you have access. For example, if you are only a member of the Department of Medicine, you will only be able to tag events with Department of Medicine

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Featured Event 44 To determine which Event is featured on the home page, click on the KSOM item within the tree structure. On this page, you will see a dropdown list for Featured Event. This is where you select which event displays on the home page. You can select from any existing new item.

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Featured Event 45 After you Save and Publish the item through the workflow, it will display on the home page

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. More Upcoming Events 46 To determine which Event items are displayed on the home page, you can tag them with metadata labeled Home Within the Event item itself, you will see the Metadata Tagging area From here, you will see the option for Home. When you select Home the Event item will be set to display on the home page *NOTE: You can only tag metadata items to which you have access. For example, if you are only a member of the Department of Medicine, you will only be able to tag events with Department of Medicine

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Page Color Key 48 Each page template has a color associated with it, which is what you will see when you attempt to create a new page Basic Page = WHITE Events and Custom Copy = YELLOW News and Custom Copy = GREEN News and Events = RED If the insert menu appears smaller than what you see above, you need to add http://med- sc-dev.usc.edu to your trusted sites in your Internet Explorer browser. If you dont know how to do this, the following article provides instructions: http://www.microsoft.com/windows/ie/ie6/using/howto/security/settings.mspxhttp://med- sc-dev.usc.edu http://www.microsoft.com/windows/ie/ie6/using/howto/security/settings.mspx

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Changing Page Templates 49 Content editors have the ability to change an existing pages template if needed NOTE: all content editors do not yet have this ability. This will be added at a later date. Within the top ribbon, you will see change within the Template section of the Configure tab NOTE: do not use the Edit template option When you click Change you will see the Change Template Wizard pop up on your screen

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Changing Page Templates 50 Next, you can select the type of page (from an existing page) that you can change to

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Changing Page Templates 51 Once you select the new template, you will see a warning page displaying the details of what will change with the new template. NOTE: because different templates have different fields, some fields may be lost if the new template does not have the same fields

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Page Creation Process 53 When creating a page using the Basic template, you will generally follow the steps below: 1.Create page 2.Set up metadata/assign metadata to page

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Page Creation Process 54 When creating a page using the News & Events, Events and Custom Copy, or News & Custom Copy templates, you will generally follow the steps below: 1.Create page 2.Create news or event items for the page 3.Set up metadata/assign metadata to page

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Basic Page 55 To create a Basic Page, right-click the page or area under which it will be created. Select Insert > Basic Page (the white option) Add the name of the page to the pop-up window that displays and click OK

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Basic Page 56 The first four fields are used to name the page and its navigation items. Typically, these will all contain the same text Page Title will display at the very top of the page Subtitle will display below the image Navigation Title will display in the left hand navigation Breadcrumbs Title will display in the breadcrumb trail at the top of the page

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Basic Page 57 The other three areas of a Basic Page are Image, Body, and Callouts. If the image has not yet been uploaded to the Media Library within Sitecore, you will need to upload it. If you do not remember how to upload an image, please refer back to slide 25 by clicking here.please refer back to slide 25 by clicking here.

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Basic Page 58 Next, you will tag the page with a specific metadata category so that the page is associated with the correct section of the site. If you tag a page properly, it will only display News & Events items that correspond to that page on the All Events page and All News page. You will see a metadata category drop-down list available where you can choose from specific categories.

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Metadata are the tags that allow you to connect a specific news item or event to a certain department of office All metadata items are found within the Metadata folder within the Site Content area within the tree structure Metadata items are organized within four folders: Create New Metadata 59

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. First, right-click on the folder within which you want to create the new metadata item After right-clicking, select Metadata Then, name the new metadata item Create New Metadata 60

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. When you create the new metadata item, you will just need to add the links to the default Calendar and Landing Pages for this specific item. This will be related to the department or office to which the metadata item is connected. Create New Metadata 61

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Publishing a Basic Page 62 An item is published after it goes through the workflow process and is approved As a Content Author, you can only submit an item for approval. To do this, select Submit from the Edit drop-down menu A Content Approver will be notified via email to review the item After a Content Approver approves the item, then it will be published As a Content Approver, you can submit AND approve your own items, if desired *For more details on the workflow process, please see Workflow Process Overview

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. News & Events Page 66 To create a News & Events Page, right-click the page or area under which it will be created. Select Insert > Basic Page with News and Events (the yellow option) Add the name of the page to the pop-up window that displays and click OK

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. News & Events Page 67 The first four fields are used to name the page and its navigation items. Typically, these will all contain the same text Below them, you will see the Image and Body fields Page Title will display at the very top of the page Subtitle will display below the image Navigation Title will display in the left hand navigation Breadcrumbs Title will display in the breadcrumb trail at the top of the page If the image has not yet been uploaded to the Media Library within Sitecore, you will need to upload it. If you do not remember how to upload an image, please refer back to slide 25 by clicking here. please refer back to slide 25 by clicking here.

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. News & Events Page 68 At the bottom of the page, you will see Featured News Research and Featured Event From here, select the featured items from the drop-down list to be displayed on the page **If you need to create new News/Event items for this page, refer to the sections later in the training guide about creating News/Event items. You will then be able to select them for this page. Below those fields, you will see the Callouts section

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. News & Events Page 69 Next, you will tag the page with a specific metadata category so that the page is associated with the correct section of the site. If you tag a page properly, it will only display News & Events items that correspond to that page on the All Events page and All News page. You will see a metadata category drop-down list available where you can choose from specific categories.

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Publishing a News & Events Page 73 An item is published after it goes through the workflow process and is approved As a Content Author, you can only submit an item for approval. To do this, select Submit from the Edit drop-down menu A Content Approver will be notified via email to review the item After a Content Approver approves the item, then it will be published As a Content Approver, you can submit AND approve your own items, if desired *For more details on the workflow process, please see Workflow Process Overview

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. News & Events Page 74 Once published, a News & Events Page will look similar to this:

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Events & Custom Copy Page 77 To create an Events & Custom Copy Page, right-click the page or area under which it will be created. Select Insert > Basic Page with Events and Custom Copy (the green option) Add the name of the page to the pop-up window that displays and click OK

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Events & Custom Copy Page 78 The first four fields are used to name the page and its navigation items. Typically, these will all contain the same text Page Title will display at the very top of the page Subtitle will display below the image Navigation Title will display in the left hand navigation Breadcrumbs Title will display in the breadcrumb trail at the top of the page

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Events & Custom Copy Page 79 The next three areas of an Events & Custom Copy Page are Image, Body, and Custom Copy. If the image has not yet been uploaded to the Media Library within Sitecore, you will need to upload it. If you do not remember how to upload an image, please refer back to slide 25 by clicking here.please refer back to slide 25 by clicking here.

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Events & Custom Copy Page 80 Next, you will tag the page with a specific metadata category so that the page is associated with the correct section of the site. If you tag a page properly, it will only display News & Events items that correspond to that page on the All Events page and All News page. You will see a metadata category drop-down list available where you can choose from specific categories.

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Events & Custom Copy Page 84 The final fields of an Events & Custom Copy Page are Featured Event (choose from drop- down) and Callouts. **If you need to create new Event items for this page, refer to the sections later in the training guide about creating Event items. You will then be able to select them for this page.

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Publishing an Events & Custom Copy Page 85 An item is published after it goes through the workflow process and is approved As a Content Author, you can only submit an item for approval. To do this, select Submit from the Edit drop-down menu A Content Approver will be notified via email to review the item After a Content Approver approves the item, then it will be published As a Content Approver, you can submit AND approve your own items, if desired *For more details on the workflow process, please see Workflow Process Overview

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Events & Custom Copy Page 86 Once published, an Events & Custom Copy Page will look similar to this:

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. News & Custom Copy Page 89 To create a News & Custom Copy Page, right-click the page or area under which it will be created. Select Insert > Basic Page with News and Custom Copy (the red option) Add the name of the page to the pop-up window that displays and click OK

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. News & Custom Copy Page 90 The first four fields are used to name the page and its navigation items. Typically, these will all contain the same text Page Title will display at the very top of the page Subtitle will display below the image Navigation Title will display in the left hand navigation Breadcrumbs Title will display in the breadcrumb trail at the top of the page

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. News & Custom Copy Page 91 The next three areas of a News & Custom Copy Page are Image, Body, and Custom Copy. If the image has not yet been uploaded to the Media Library within Sitecore, you will need to upload it. If you do not remember how to upload an image, please refer back to slide 25 by clicking here.please refer back to slide 25 by clicking here.

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. News & Custom Copy Page 92 Next, you will tag the page with a specific metadata category so that the page is associated with the correct section of the site. If you tag a page properly, it will only display News & Events items that correspond to that page on the All Events page and All News page. You will see a metadata category drop-down list available where you can choose from specific categories.

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. News & Custom Copy Page 96 The final fields of a News & Custom Copy Page are Featured News Research (choose from drop-down) and Callouts. **If you need to create new News items for this page, refer to the sections later in the training guide about creating News items. You will then be able to select them for this page.

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Publishing a News & Custom Copy Page 97 An item is published after it goes through the workflow process and is approved As a Content Author, you can only submit an item for approval. To do this, select Submit from the Edit drop-down menu A Content Approver will be notified via email to review the item After a Content Approver approves the item, then it will be published As a Content Approver, you can submit AND approve your own items, if desired *For more details on the workflow process, please see Workflow Process Overview

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. News & Custom Copy Page 98 Once published, a News & Custom Copy Page will look similar to this:

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. At the bottom of the tree structure, you will see the Site Content section Within this section, you will see an Events folder, with all Events within that folder To create a new Event, right-click the Events folder, and select Insert > Event In the pop-up window, enter the name of the new event Add an Event 100

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Add an Event 101 For MAC users: Rather than right-clicking to create a item, you can add new event in the ribbon. Click on the section under which you want to create the page, and under the Home tab, you will see event options. You will also see the other menu options in the ribbon that you would see in the right- click menu

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. The new event will be created and you can populate its fields Note: Events can be either single day or multi-day. If the event is single day, leave the End Date field empty. DO NOT span an event across multiple months. If an event exists across multiple months (i.e. 5/31-6/2), create two separate event items. Add an Event 102 The Title is the name of the event Select the start and end dates using the calendar menus Enter the Time of the event Enter the Location of the event When entering time, please use one of the following formats: 3:00pm – 4:00pm PT 3:00pm PT If you need to create an event that spans over two months, please create multiple events that start and end within the same month

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Below the Location field, you will see a section to add an Image to the page Select browse to select the image The Media Browser will appear, and you can select your image. If the image has not yet been uploaded to the Media Library within Sitecore, you will need to upload it. Add an Event 103

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. At the bottom of the page, you will see options to tag the Event This tagging will place the Event on the proper Department and/or Office page You can tag an Event with multiple departments and/or offices *NOTE: You can only tag metadata items to which you have access. For example, if you are only a member of the Department of Medicine, you will only be able to tag events with Department of Medicine Add an Event 104 All departments and offices will be listed here for you to tag When you select an item, you can add it using the add arrow You can remove a tag by using the remove arrow

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. When you are ready to publish an event, you must use the workflow to do so Events use the KSOM News and Events Workflow If you simply want to submit the item to be displayed on an event calendar, you only need to Submit the item. To do this, select Submit from the Edit drop-down menu: Once the item is submitted, it will be published and displayed on the site. Publish an Event 105

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. If you want to submit the item to be displayed on the Home Page, you need to select Request for Home Page for the item from the drop-down menu: A Site Manager will be notified via email that the item is ready for review. If the Site Manager approves the event, it will be published on the Home Page and on the Master Calendar. If the Site Manager rejects the event, it will be placed back in Draft state. You will be notified via email. **NOTE: if an event is rejected after it is requested for the Home Page, it may not be displayed anywhere else on the site. To display it on another page, follow the tagging process and use the Submit workflow action. Publish an Event to the Home Page 106

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. If you want to submit the item to be displayed on the Master Calendar, you need to select Request for Master Calendar for the item from the drop-down menu: A Site Manager will be notified via email that the item is ready for review. If the Site Manager approves the event, it will be published on the Master Calendar. If the Site Manager rejects the event, it will be placed back in Draft state. You will be notified via email. **NOTE: if an event is rejected after it is requested for the Master Calendar, it may not be displayed anywhere else on the site. To display it on another page, follow the tagging process and use the Submit workflow action. Publish an Event to the Master Calendar 107

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Featured Event 108 To determine which Event is featured on the home page, click on the KSOM item within the tree structure. On this page, you will see a dropdown list for Featured Event. This is where you select which event displays on the home page. You can select from any existing new item.

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Featured Event 109 After you Save and Publish the item through the workflow, it will display on the home page

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. More Upcoming Events 110 To determine which Event items are displayed on the home page, you can tag them with metadata labeled Home Within the Event item itself, you will see the Metadata Tagging area From here, you will see the option for Home. When you select Home the Event item will be set to display on the home page

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Event Calendar Overview 112 When you create an Event (see above slides), it will be automatically added to the Events Calendar page if it is occurring within the next two weeks All Events (without limit) within the next two weeks will be added to the page You can click an active day (one with bold numbers) to view that days events

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Event Detail Page Overview 113 Each Event will have its detail page that displays all of the information for that event. On the right side of the page, the Upcoming Events feature will display the next four upcoming events

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. At the bottom of the tree structure, you will see the Site Content section Within this section, you will see an NewsResearch folder, with all news items within that folder To create a new News item, right-click the NewsResearch folder, and select Insert > News In the pop-up window, enter the name of the new item Add a News Item 115

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. The new item will be created and you can populate its fields Add a News Item 116 The Title is the name of the item Select the date using the drop-down menu Enter the Time of the item Add a description to the item Add body text

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Below the Body field, you will see sections to add an Image to the page Select browse to select the image The Media Browser will appear, and you can select your image. If the image has not yet been uploaded to the Media Library within Sitecore, you will need to upload it. Add a News Item 117

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. At the bottom of the page, you will see options to tag the News item This tagging will place the item on the proper Department and/or Office page You can tag a News item with multiple departments and/or offices *NOTE: You can only tag metadata items to which you have access. For example, if you are only a member of the Department of Medicine, you will only be able to tag items with Department of Medicine Add a News Item 118 All departments and offices will be listed here for you to tag When you select an item, you can add it using the add arrow You can remove a tag by using the remove arrow

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. When you are ready to publish a news item, you must use the workflow to do so News Items use the KSOM News and Events Workflow If you simply want to submit the item to be displayed on an event calendar, you only need to Submit the item. To do this, select Submit from the Edit drop-down menu: Once the item is submitted, it will be published and displayed on the site. Publish a News Item 119

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. If you want to submit the item to be displayed on the Home Page, you need to select Request for Home Page for the item from the drop-down menu: A Site Manager will be notified via email that the item is ready for review. If the Site Manager approves the item, it will be published on the Home Page. If the Site Manager rejects the item, it will be placed back in Draft state. You will be notified via email. **NOTE: if an item is rejected after it is requested for the Home Page, it may not be displayed anywhere else on the site. To display it on another page, follow the tagging process and use the Submit workflow action. Publish a News Item to the Home Page 120

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Featured News 121 To determine which News item is featured on the home page, click on the KSOM item within the tree structure. On this page, you will see a dropdown list for Featured News Research. This is where you select which item displays on the home page. You can select from any existing new item.

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Featured News 122 After you Save and Publish the page, it will display on the home page

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. More News 123 To determine which News items are displayed on the home page, you can tag them with metadata labeled Home Within the News item itself, you will see the Metadata Tagging area From here, you will see the option for Home. When you select Home the News item will be set to display on the home page

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. News Landing Page Overview 125 The News Landing page will list news items for a specific department or area The first news item gets a unique position and styling on the page The remaining news items will display in a paginated list, with four items on each page

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. News Detail Page Overview 127 When you create a News & Research item (see above slides), a News Detail Page for that item will automatically be created You will see the following items on the page: Title Date Body Text Image More News feature

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Add a Content Callout 133 A content callout can contain custom text and images, displayed in various unique formats. To create a custom callout, insert a new item within the folder seen below – Site Content > Callouts > Content. Note: sub-folders can exist within the callout folders if necessary

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Add a Content Callout 134 When creating a new content callout, you will see the following fields: Background Color: grey, tan, or white (drop-down list) Content: rich text editor Within the rich text editor, you can add text and/or images When adding the callouts title, make sure to use Heading 3 so that the title displays in the correct format on the page Learn More Link: link to more details regarding the item

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Add a Visual Callout 135 A visual callout can contain custom text and/or images. All visual callouts will have a similar styling. To create a custom callout, insert a new item within the folder seen below – Site Content > Callouts > Content. Note: sub-folders can exist within the callout folders if necessary

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Add a Visual Callout 136 When creating a new visual callout, you will see the following fields: Image Link Content: rich text editor (keep this short to fit within the callout box) Background Color: grey, red, or yellow (drop-down list) NOTE: The image is optional. If no image is selected, the text will fill the available space in the callout. If the image is added, it will always display on the left side of the callout.

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Publishing Callouts 137 An item is published after it goes through the workflow process and is approved As a Content Author, you can only submit an item for approval. To do this, select Submit from the Edit drop-down menu After a Content Approver approves the item, then it will be published As a Content Approver, you can submit AND approve your own items, if desired *For more details on the workflow process, please see Workflow Process Details Workflow Process Details

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Callout Inheritance and Hiding 138 If a parent page (such as a department page) displays certain callouts, any page created beneath that page (a child page) will, by default, display the same callouts as the parent page. If you want to display different callouts on the child page, you can change the callouts as you normally would If you want to hide the parent pages callouts, you select the hide callouts checkbox within the content editor. Make sure to publish the page to reflect any changes to the callouts.

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Creating Sub-Folders 140 When you need to create sub-folders within an existing content section, there are a few key steps to take to ensure adding new items is a simple process. NOTE: the example below shows Callouts. The process is the same for any content type within Sitecore. To make sure the content type is displayed within the Insert menu (as seen below), you will need to follow the steps below. You can add the callout as an insert option to each folder you create – this will need to be done to each folder/sub-folder.

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Creating Sub-Folders 141 Make sure to click on the folder to which you want to add the insert option In the configure tab, select Assign On the pop-up screen, expand the tree (KSOM > Items > Callouts), and then select the type of callout you want users to add to the specific folder. Add it to the right by using the blue arrows. Then, click OK.

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Appendix A: Rich Text Editor 143 Some fields provide access to a Rich Text Editor

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Appendix A: Rich Text Editor 144 The toolbar provides many standard word processing features

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Appendix A: Rich Text Editor 145 Standard cut / copy / paste Paste from Word Paste from Word Cleaning Fonts and Sizes Paste Plain Text Paste as HTML Provides both standard clipboard and clean pasting operations

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Appendix A: Rich Text Editor 146 Supports undo / redo and common formatting options Standard Formatting Undo / Redo

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Appendix A: Rich Text Editor 148 Various toolbar commands assist with managing links and media

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Appendix A: Rich Text Editor 149 Right-click to edit image properties (for example, image alignment)

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Appendix A: Rich Text Editor 150 The editor includes a powerful table management wizard Set Table Properties Right click in a table

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Within the content editor, you can search to find the information you need The search bar will appear if you select Search within the Navigate panel of the toolbar Within the search box, you can search for a specific word or term. This will search any content within Sitecore, such as titles, dates, images, and page text. Appendix B: Search 153

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. By selecting a search result, you will be able to view that item within Sitecore, whether a page, event, image, etc. To remove the search bar from your view, simply click the X at the top of the search panel Appendix B: Search 154

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Appendix C: Workflow Process Details 156 There are four roles that exist within Sitecore that users can have: The roles are listed below in ascending order, in terms of amount of access Content Editor – can add, edit, and delete basic content Content Approver – can add, edit, delete, and approve/reject content Site Manager – manages all site content and has full access to the content tree Admin – manages all site operations and has full access to all Sitecore settings Content Editor Content Approver Site Manager Admin

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. The workflow process is in place to ensure that content is appropriately reviewed before being published onto the live website There are two workflows in place: KSOM Content Workflow (used for standard site content and pages) KSOM News and Events Workflow (used solely for news and event items) Each workflow process follows a few basic steps (shown below) and begins when a user wants to publish content to be displayed on the site Appendix C: Workflow Process Details 157 Content Workflow Steps News and Events Workflow Steps 1 2 3 1 2 3 4 5

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. The Content workflow is used for pages, callouts, etc. – anything except for news and events When you are ready to publish an item, use the Edit drop down to select Submit Before you select Submit the item will be in a Draft state You can add a comment if you like: Appendix C: Content Workflow 158

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Next, the item will enter the Awaiting Approval stage From here, it can either be Approved or Rejected by a content approver. If you are a Content Approver, you can approve the item immediately from the same screen. This will publish the item on the site. If it is approved, the item will be published and displayed on the site If it is rejected, the item will be placed back in the Draft state Appendix C: Content Workflow 159

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. The News & Events workflow is used strictly for news & events item You have three options to select to begin the workflow process (before you select a workflow step, the item will be in a Draft state) Submit (if you want to display the item normally on the site) Request for Home Page (if you want to add the item to the home page AND the master calendar) Request for Master Calendar (if you want to add the item to the home page) Appendix C: News & Events Workflow 160

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Before you select Submit the item will be in a Draft state After you select Submit, there is no approval in place – the item will be published. You can add a comment if you like: Once the item is submitted, it will be published and displayed on the site. Appendix C: News & Events Workflow 161

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. If you want to submit the item to be displayed on the Home Page, you need to select Request for Home Page for the item from the drop-down menu: The item will be sent to a Site Manager for approval. If the Site Manager approves the event, it will be published on the Home Page and on the Master Calendar. If the Site Manager rejects the event, it will be placed back in Draft state. You will be notified via email. **NOTE: if an event is rejected after it is requested for the Home Page, it may not be displayed anywhere else on the site. To display it on another page, follow the tagging process and use the Submit workflow action. Appendix C: News & Events Workflow 162

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. If you want to submit the item to be displayed on the Master Calendar, you need to select Request for Master Calendar for the item from the drop-down menu: The item will be sent to a Site Manager for approval. If the Site Manager approves the event, it will be published on the Master Calendar. If the Site Manager rejects the event, it will be placed back in Draft state. You will be notified via email. **NOTE: if an event is rejected after it is requested for the Master Calendar, it may not be displayed anywhere else on the site. To display it on another page, follow the tagging process and use the Submit workflow action. Appendix C: News & Events Workflow 163

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. For items to move between workflow states, specific content approvers must review the submissions and either approve or reject them The best way to view and manage items that are within a workflow state is through the Workbox You can access the Workbox through the content editor or desktop views Appendix D: Using the Workbox 165

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. From within the workbox, you can view all items within each workflow Within each workflow, you can view which items are within each workflow state You can expand/collapse each category to view the specific items within each workflow state Appendix D: Using the Workbox 166

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. At the top of the page, you can select/deselect which workflow items to view You can also determine the number of items per page to be displayed Appendix D: Using the Workbox 167 The header will list the workflow state of the items

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. Within the workbox, you can preview, open, view differences, approve, or reject specific items You can also Approve or Reject ALL ITEMS within a category, or just the SELECTED ITEMS that you specifically select. This will make the approval or rejection process quicker. Appendix D: Using the Workbox 168

© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. KSOM Sitecore Training Content.

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© 2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. KSOM Sitecore Training Content.

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