Editing Content in Context on a Web Page

When you log in, you can edit content on any Web page that contains an Ektron toolbar with an edit/view switch.

HTML5 CSS3-compliant browserAll browsers are supported EXCEPT for the following versions *and older*: IE 8, Chrome 3 and older, Firefox 3 and older, Safari 3 and older, and Opera 10 and older.s may display the Ektron toolbar if it is enabled in the Workarea. PageBuilder actions are available when you click Design. You can enable or disable the toolbar for any template at Workarea > Settings > Configuration > Template Configuration; check or uncheck the boxes in the Enable Toolbar column. See Editing in Context on an HTML5 CSS3-compliant Browser.

For other browsers (or if the toolbar is disabled), the top of the page displays a PageBuilder menu for performing actions on the page, such as checking in, viewing properties, and placing widgetWidgets are mini-applications that you place on a Web page using PageBuilder; a widget provides either specific functionality (calculators, search, social bars, etc.) or areas into which you can add content (content blocks, list summaries, collections, and so on).s on the page.

NOTE: For information about how to create a widget, see Creating the “Hello World” Widget.

To keep the PageBuilder menu open, click the pin icon ().

<sessionState mode="InProc" 
  stateConnectionString="tcpip=127.0.0.1:42424" 
  sqlConnectionString="data source=127.0.0.1;Trusted_Connection=yes"
  cookieless="false" 
  timeout="20" />

Editing Content in the Workarea

In the Workarea, you can edit content, add information about content (summary, metadata, and so on), edit HTML content, HTML forms, XML Smart Forms, and check in, submit, and publish content.

1. From the Workarea, click Content and navigate to the folder that contains content you want to edit.

   NOTE: If you don't know the folder location, you can find content using Action > Search from the root folder.

2. Click the content you want to edit. The View Content screen appears.
3. Click Edit. The editor appears. To learn about editor details, see Editing in Ektron.
   —Image—

   

   You also can edit via the View Contents of Folder screen's context menu. Click the triangle () next to the content item, and choose Edit from the menu. The editor appears.

   —Image—

   

Editing from the Content Dashboard

Prerequisite

The Content Dashboard requires an HTML5 CSS3-compliant browserAll browsers are supported EXCEPT for the following versions *and older*: IE 8, Chrome 3 and older, Firefox 3 and older, Safari 3 and older, and Opera 10 and older.. You must also enable the toolbar, for any template you want to use, by checking the boxes in the Enable Toolbar column at Workarea > Settings > Configuration > Template Configuration.

You can access content from the Content Dashboard. When you find the content you want to edit, click Edit. See Managing Content for more information. To learn about editor details, see Editing in Ektron.

NOTE: The Language field may display the Locale ID instead of the name of the language. Locale ID Assigned by Microsoft shows all Language codes.

Filtering Your Content

IMPORTANT: The Content Dashboard filters are supported by Solr search. If you are using another search engine, you will see results, but you will not have filtering capabilities. For information about setting up Solr search, see Using Solr Search.

If you have a lot of content to sort and sift, the Filters panel lets you narrow your search for content by opening the accordion tabs and clicking on filters.

When you open a filter, you can see how many content items are available.

If an item type has an arrow (), you can expand the item tree for further filter refinement. For example, if you open the MainSite item (279) it shows its sub-types, Content (241) and Pages (38).

Clicking on multiple filters can refine your search results. However, you can select only 1 filter from each filter category.

The following example shows 4 filtered results that are in My Content, and in the Support taxonomy, and in the Pages folder path, and in English. The filters you choose are shown in the filters panel, and also under the search bar. You can easily remove a filter by clicking X on the filter under the search bar, and the results automatically update.

Sorting Your Content

You can sort your search results by Most Relevant, Date Modified, or Title by selecting an option from the following menu.

When you sort by Most Relevant, content that needs to be checked in (or otherwise acted on) is displayed ahead of content that does not.

Workarea Quick Reference

• 1—Workarea Tabs
  • Desktop—Smart personalization desktop.
  • Content—Folders, contents, DMS, taxonomies, collections and menus.
  • Library—Content folder structure which organizes the storage images, files , hyperlinks and quicklinks.
  • Settings—Manage CMS Settings based upon permissions.
  • Reports—Content reports and Site analytics.
  • Help—In Workarea and in context help section.
• Content Tab Types
  • 2—Folder Tab—Select to view folder architect structure of CMS.
  • 3—Taxonomy Tab—Select to view Taxonomy Structure and options.
  • 4—Collections Tab—Select to view Collections and options.
  • 5—Menu Tab—Select to view Menus and options.
• Folder Types
  • 6—Content Folder—Regular folder for contents, select to view contents in that folder.
  • 7—Blog Folder—Select to view the posts and comments on this blog.
  • 8—Forum Folder—Select to view the discussion forums, categories, topics, and replies.
  • 9—eCommerce Folder—Select to view the eCommerce items.
  • 10—Calendar Folder—Select to view and plan events on the calendar.
  • 11—Community Folder—Folders for membership uses to edit content, select to view contents.
• Dropdown Menus
  • 12—New menu—Create new content, forms documents, Folders menus and  collections.
  • 13—View menu—View Language, Properties and archivethe state of content upon reaching its end date. What happens next is determined by your choice at the content's Schedule tab > Action on End Date options field. Choices are * Archive and remove from site (expire) * Archive and remain on site * Add to CMS Refresh Reportd content and more.
  • 14—Delete menu—Used to delete multiple items. Administrators can delete folders.
  • 15—Action menu—Export for translation, search, move/copy content, eSync.
  • 16—DMS/ Add asset—Pop up the window for drag and drop documents from local machine.
  • 17—In Context Help—Click to get in context help anywhere in the Workarea.
  • 18—Content Organization Bar—Ability to sort content by the title.
• Content Types
  • 19—Content Items—HTML Content, Forms, DMS, or Multimedia Content.
  • 20—Quick Edit Menu—For content editing, properties and content eSync.
  • 21—Language Flag—Indicate the content language version.
  • 22—Content ID—Automatically generated by system.
  • 23—Content Status—Shows the current status of a piece of content. 
    • (A) Approved Published and on the website.
    • (O) Checked Out Only available for editing by the content editor who checked it out.
    • (I) Checked In Available for editing. 
    • (S) Submitted  Currently in the approval chain. Waiting for acceptance.
    • (M) Deletion  Marked for deletion.
    • (T) Awaiting Tasks  Currently awaiting completion of tasks.
    • (P) Pending  Awaiting scheduled start date.
    • (D) Pending Deletion  Pending deletion but created with a future start date.
  • 24—Date Modified—Last modified date of the content.
  • 25—Last Editor—Editor who made the last modification.

Workarea Tabs

The Workarea has 6 tabs in the upper left corner. Use them to access all other pages.

The following list shows the Workarea's main pages.

• Desktop—Managing Content from the Smart Desktop
• Content—Managing Content
• Library—Working with Files in the Library
• Settings—contains these folders.
  
  —Image—

  

  • Commerce—Conducting eCommerce
  • Community Management—Managing User Communities
  • Configuration—See feature-specific topics
  • Digital Experience hub—Setting Up the Digital Experience Hub
  • Localization—Importing Translation Files
  • Roles—Defining Roles
  • Business Rules—Creating Business Rules for Your Website
  • User Groups—Managing User Groups
  • Users—Managing Users
• Reports—contains these folders:
  
  —Image—

  

  • Commerce—Generating eCommerce Reports, Widgets, and Logs
  • Contents—Working with Content Reports
  • Traffic Analytics—Running Ektron Traffic Analytics
  • Business Analytics—Templates View
  • Tasks—Assigning and Managing Tasks
• Help

Workarea Style Sheets

The Workarea uses 2 primary style sheets:

• Ektron.workarea.css—the primary CSS file for the workarea. It replaces the previous Ektron version’s global.css file.
• Ektron.workarea.ie.css—is used for Internet Explorer browsers, and generally targeted at IE7 or less. It includes overrides for some CSS rules in Ektron.workarea.css that get around IE CSS bugs or deficiencies.

Using widely accepted style sheet classes and class attributes, you can modify the Workarea, including colors, spacing, fonts, and so on. Also, if you later upgrade or re-install Ektron, you can reuse this file and retain your changes.

NOTE: Several language specific Images are used at the top of the Workarea. They reside in the language folders and always start with the word “Workarea” and end with “_top.” These images are 467 pixels wide by 77 pixels high. Their width can change but the height cannot. There are approximately six images in each language folder. an Adobe Photoshop file, Workarea_top.psd, can be found under \Workarea\images\English folder. You can modify these images as needed.

Accessing the Workarea

To access the Workarea, log into your website and click Workarea. The Smart Desktop is the default tab.

NOTE: The Application Setup screen lets you determine the initial screen that appears when you access the Workarea. See Also: Modifying Setup Information

The Smart Desktop contains useful information that pertains to you. You may personalize this page by adding, moving or deleting Workarea widgets. See Also: Managing Content from the Smart Desktop

Enabling Smart Desktop Widgets

Prerequisite

You are a member of the Administrators group.

You must complete this procedure before administrators can create a default Smart Desktop.

1. Workarea > Settings > Configuration > Personalizations > Widget Space.
2. Click Edit () next to UserSmartDesktop.
3. Select widgets that users can place on their Smart Desktop.
4. Click Click here to save widget space.

Setting the Default Smart Desktop

The following procedure shows how an administrator creates a default Smart Desktop consisting of a unique arrangement of widgets, tabs, and columns. The default desktop becomes every user's Smart Desktop until modified by the user. A user can reset the Smart Desktop to the default setting by running the Reset Widgets command (see Restoring Tabs and Widgets).

NOTE: If you change the default Smart Desktop, that action does not affect existing users' desktops. Those desktops are set to default settings only if the user runs the Reset Widgets command.

1. Go to Workarea > Desktop.
2. Choose Options () > Edit Default Widgets on the right side of the Smart Desktop. A confirmation dialog box appears.
   —Image—

   

3. Click OK.
4. Arrange the Smart Desktop with widgets, tabs, and columns that you want to be the default. See Also: Adding a Widget to the Smart Desktop, Adding a Tab to the Smart Desktop, Adding a Column
5. Choose Options () > Done.

Adding Smart Desktop Widgets

Smart Desktop widgets are located in the Web server's workarea\widgets folder. You can also make Personalization and PageBuilder widgets available to the Smart Desktop.

IMPORTANT: Some Personalization and PageBuilder widgets may not work properly on the Smart Desktop. Test them before notifying users.

Prerequisite

You have access to the Ektron Web server's file system.

1. On the Web server, copy desired widget files from the siteroot\widgets folder to the siteroot\Workarea\Widgets folder. Be sure to copy all widget-related files and folders. The following image shows all Calendar widget folders (with their files inside).
   —Image—

   

2. Click Workarea > Settings> Configuration > Personalizations > Widgets.
3. Click Synchronize Widgets....
   —Image—

   

4. At the prompt, click OK.
5. Go to Workarea > Settings > Personalizations > Widget Space.
6. Click Edit () next to UserSmartDesktop.
7. Select the new widget (you may have to scroll down to see it).
8. Click Click here to save widget space.
9. Users many now add the widget to the Smart Desktop. See Adding a Widget to the Smart Desktop.

Customizing the Smart Desktop

An end user can do the following when customizing a Smart Desktop:

Standard Desktop Widgets

The following list describes the standard Smart Desktop widgets. See Also: Adding Smart Desktop Widgets

• Content Awaiting Approval—Content awaiting your approval; Approval Report
• Content Checked Out—Content in checked-out status; Checked Out Content Report
• Content Edited—Content edited within the last week; Working with Ektron Content
• Content Flags—The 10 most recently-added content flags; Defining Flags for Content
• Content In Workflow—Content that has been part of an approval chain within the last week;Setting Approval Chains
• Content Reviews—Content reviews awaiting moderation; Moderating Reviews
• Content to Expire—Content that will expire between today and a number of days you specify; Content to Expire Report
• Forum Topics and Posts—Forum posts that require approval; Approving a Post
• Order on Hold—eCommerce orders on hold; Managing Customer Orders
• Recent Orders—Recent eCommerce orders; Managing Customer Orders
• Customer List—The top 5 eCommerce customers ranked according to account date, sales, and orders;Customer Report
• Key Performance Indicators—Compares eCommerce sales and orders for 2 time periods; Key Performance Indicators Report
• Reconciliation report—Lists payments for a specific time period; Reconciliation Reports
• Sales Trend—The number of eCommerce orders for the past 8 periods; Sales Trends Report
• Top Products—The most popular products on your eCommerce site; Top Products Report
• Analytics Report—The Direct Traffic report for the past 7 days; Viewing Analytics Data

Controlling Available Fonts

As an administrator, you can add, edit, and delete fonts to and from the Ektron application. By adding fonts, you are allowing the content contributors to use them when creating content. Administrators can also edit the name of a font, and delete a font from the system.

Minimizing the number of available fonts makes the website look more uniform. The following figure shows the Font Manager screen.

NOTE: Only members of the Administrator User Group can view, add, or edit fonts.

Using Metadata to Display an Associated Content List

IMPORTANT: This functionality is deprecatedfunctionality that is being phased out and may become invalid or obsolete in future versions; migrate to the current and recommended version. as of Release 8.6. You should begin to use the MetadataFilters with the Content templated server controls, documented in Framework UI >> ektron:ContentView in the Ektron Developer Reference.

You can use the ContentList server control to display a list of content associated with a given content item. First, you define a content list in the metadata of a content block. Then, assign the ID of the content block to the ContentID property and specify a Metadata definition in the MetaTag property. The ContentList server control pulls information defined in the metadata of the content to display the list of content.

The following steps show how to use the DefaultContentID and MetaTag properties to create a content list.

1. In the Workarea, choose Settings > Configuration > Metadata Definition.
2. Click Add Metadata Definition.
3. Enter a title for the data in the Name field. This name is used in the MetaTag property for the server control.
4. Fill in all standard fields. The Type must be Content Selector.
   —Image—

   

5. Click Save.
6. Add the definition to all appropriate folders.
   1. Right click a folder and choose View Properties.
   2. Click Edit Properties.
   3. Click the Metadata tab and check the boxes next to the metadata definition. (You may have to break inheritance.)
   4. Click Update.
      
7. For each content item to which you want to associate related content, access its Metadata tab and identify the related item(s). For example, a list of content blocks associated with motorcycle helmets. You want this list to appear whenever a helmet is being viewed. To set this up, you would
   1. Edit the content block.
   2. Click its Metadata tab.
   3. Find the metadata definition for the Content List.
   4. Click Edit.
      —Image—

      

   5. Select content for the list and click Insert to display them below.
      —Image—

      

8. Optionally reorder the list, then click Save.
9. On a Web form in Visual Studio, add the ContentList server control.
10. Set the DefaultContentID property to the content block’s ID.
11. Add the name of the Metadata field in the Workarea to the MetaTag property.
    —Image—

    

12. Set other properties using ContentList (deprecated).
13. When the Web form is saved, navigate to the page. The content list appears.
    —Image—

    

Using the ContentID Property to Display a Content List

1. On a Web form in Visual Studio, insert the ContentList server control.
2. Add a comma-delimited list of content IDs to the ContentIds property.
   —Image—

   

3. Set the other properties as you require.
4. Save the Web form, and navigate to the page. The content list appears.
   —Image—

   

Retrieving the XML Structure of a ContentList

Retrieving the XML structure of content allows for greater control over developing XSLs. The following example shows how to retrieve the XML structure.

1. Open a new Web form.
2. Drag and drop a ContentList server control onto it.
3. Add at least one content ID to the ContentID property.
4. Drag and drop a textbox on the Web form.
5. Set the TextMode property to MultiLine.

   NOTE: Set the text box width to at least 400 px.

6. On the code-behind page, add the following line.

   Textbox1.Text = ContentList1.XmlDoc.InnerXml

7. Build the project.
8. View the Web form in a browser. The XML structure of the ContentList appears in the textbox.

Displaying Content Reviews on the Site

1. Drag and drop a ContentReview server control on a Web form.
2. Set the DefaultContentID property to the ID of the content whose reviews will be displayed. To make the reviews for the content item dynamic, leave DefaultContentID blank and set DynamicParameter to ID.
3. Set the DisplayXSLT property to Review List. If you want to change the look and feel of the review list, modify an existing XSL file or create your own. If you modify an existing XSL, save the modified file with a different name. Then, enter the file path in the DisplayXSLT property.
4. Set the GetReviews property to Content.
5. Save the form.
   —Image—

   

Displaying a User Review on the Site

1. Drag and drop a ContentReview server control on a Web form.
2. Set the DisplayXSLT property to Review List. If you want to change the look and feel of the review list, modify an existing XSL file or create your own. If you modify an existing XSL, save the modified file with a different name. Then, enter the path to the file in the DisplayXSLT property.
3. Set the GetReviews property to User.
4. Set the UserID property to the ID of the user for whom reviews will be displayed. To make the list of reviews for a user dynamic, leave the UserID blank and set the DynamicParameter to ID.
5. Save the form.
   —Image—