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Adxstudio Portals Training

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Presentation on theme: "Adxstudio Portals Training"— Presentation transcript:

1 Adxstudio Portals Training
Adxstudio CMS Components

2 Adxstudio Portals Base CMS
Website Site Map Content Other Content Settings and Templates Website Website Binding Web Pages Web Files Shortcuts Events, Forums, etc. Web Link Sets Content Snippets Web Forms Ads and Polls Page Templates Site Settings Site Markers Publishing States Redirects

3 Adxstudio Portals Base CMS
CRM Navigation In CRM 2013, click to open the main Navigation Dropdown at the top of the screen, then scroll to find Portals Adxstudio Portals CMS entities are contained within the Portals Navigation Area. Further extensions can be found elsewhere.

4 Establishing a Connection
Connection String specified in web.config This specifics the CRM org to use Can be online or on-prem Next is to specify what data to use

5 Website The core entity of an Adxstudio Portals application
IIS Hosts Web application (website CODE) This code will look to the web.config or website bindings to determine the website record (website DATA) from which to draw its data from

6 Website Bound using Either Website Bindings or set in the web.config

7 Website Entity Most functionality is defined by related entities
Can create parent, child sites (requires Partial URL) Can set site header and footer (with Liquid Web Templates)

8 Website Bindings If an applicable website binding is found in the CRM, it will be used, although a web.config setting will always take precedence

9 Website Structure and The Site Map
Many CMS entities make up the structure of the website These entities are “site-mappable” and represent an exact URL in the portal The most basic example is the web page Also included are Web Files, Events, Forums, Blogs, Shortcuts These elements can be added via front-side editing

10 The Site Map http://mysite.com/ Partial Url: / Home
Partial url: content-a Content A Partial url: news News Partial url: article01 Article 1 Partial url: article02 Article 2 Partial url: content-b Content B

11 Entities that are part of the Site Map
Web Page Shortcut Event Idea Forum Idea Forum Forum Thread Blog Blog Post Product Web File Parent, Partial URL Several Out of the Box entities have URLs associated with them. They are part of the Site Map.

12 Web File Represents a file in an Adxstudio portal
Can be used as an image, or be downloadable Can set CSS File hosting As Note Attachment Windows Azure

13 Web File Key Attributes
Name The Name of the Web file (not necessarily the file name) Website The related Website Parent Page The Parent Page of the Web File. This defines the URL of the file prior to its partial URL Partial URL Defines the final component of the URL of the file (does not need to be the file name, but often is) (i.e. <urlofparentpage>/<partialurl>) Cloud Blob Address The cloud blob address for a file if stored in Azure (rather than as a note attachment of the CRM record) Content-Disposition “inline” or “attachment”

14 Web Page Represents an exact URL in a Portal
Contains a Copy blob of HTML

15 Web Page Key Attributes
Name/Title Name of the Web Page/Title of the Web Page Name is mandatory; Title is optional Website The related Website Parent Page The Parent Page of the Web Page. This defines the URL of the page prior to its partial URL Partial URL Defines the final component of the URL of the page (i.e. <urlofparentpage>/<partialurl>) Copy The HTML blob that defines the unique content of this page Page Template The Template that defines the layout and custom functionality of the page

16 Defines the Layout of a Web Page
Page Template Defines the Layout of a Web Page Represents either an actual .aspx page within your web project, or a Liquid Web Template

17 Page Template Attributes
Name The descriptive name of the Page Template Website The related Website Type The source of markup for the Page Template: Rewrite: A physical .aspx page in a code base Web Template: A Liquid Template stored in the CRM Rewrite URL Defines a physical path to an .aspx page, in the case that the type is Rewrite Web Template The Liquid Web Template that is used to define the template, in the case that the type is Web Template Use Website Header and Footer Should the default website Header and Footer be used by this template? Entity Name The name of the Entity for which the template is to be used

18 Entities that use Page Templates
Templatable Entities Web Page Event Forum Forum Thread Blog Blog Post Several Out of the Box entities use templates to determine layout

19 Web Link Set Contains a series of one or more web links

20 Web Link Key Attributes
Name Name of the Web Link Website The related Website Page The Web Page that is linked to External URL The URL that is linked to (rather than a Web Page) Parent Web Link Allows for links to be nested underneath other web links, to show up as sub-menus

21 Shortcuts Allows you to place child nodes on the portal sitemap that point to other sitemap nodes or external URLs

22 Site Markers Allows you to find a web page by using a consistent name
Attributes & Relationships Name Website Page Adxstudio Portal Framework Default Site Markers Home Access Denied Login Page Not Found Many more specific to feature catalog

23 Content Snippets Small chunks of editable content that can be placed on a page template

24 Site Settings A configurable, named value that is utilized by the website code to modify the behavior or visual style of the portal.

25 Redirect Redirects one URL to another within the site
Attributes & Relationships Name Website Inbound URL Status Code Redirect URL Web Page Site Marker

26 Publishing States Allow for the definition of a content lifecycle in an Adxstudio Portals Website Default values: Draft Published

27 Website Copy Utility Used to Copy a website from one org to another, or to backup a website to XML format. Can be used both with on-prem and online Copies the Website record, and all related CMS Records Does not copy Custom entities or Out of the Box CRM entities, only Adxstudio CMS entities

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