centricity 2 tutorial guide€¦ · if you are uploading a file or linking a file that has been...
TRANSCRIPT
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Contents To Sign onto the WCCUSD website: ................................................................................................................................................................................................................................................ 2
Site Workspace – Home Page Editors ............................................................................................................................................................................................................................................ 4
Site Workspace – Sub Site Director/Individual Section/Page Contributor ................................................................................................................................................................... 5
Adding a new Channel: ......................................................................................................................................................................................................................................................................... 7
Adding Pictures to the Rotating Gallery on the Header ......................................................................................................................................................................................................... 8
Adding Sections under your Channels: ......................................................................................................................................................................................................................................... 9
Available Page Types: .........................................................................................................................................................................................................................................................................10
Adding a new Page:..............................................................................................................................................................................................................................................................................11
Uploading a File: ...................................................................................................................................................................................................................................................................................12
Obtaining a Link/URL, Renaming a File, or Deleting a File under your ‘Files & Folders’:......................................................................................................................................13
Obtaining a File Link/URL: ...............................................................................................................................................................................................................................................................13
To Link a file from ‘Files & Folder’ to text on your Flex Page: ...........................................................................................................................................................................................14
Flex Page Tool Bar................................................................................................................................................................................................................................................................................15
Linking a file from the Tool Bar of your Flex Page: ................................................................................................................................................................................................................16
Editing existing content on a Flex Page: .....................................................................................................................................................................................................................................17
Changing your Schools URL to a Friendly Web Address: ....................................................................................................................................................................................................18
Changing your Sections URL to a Friendly Web Address: ...................................................................................................................................................................................................18
Editing or Adding a link to the (Classic) Hierarchy – for already existing pages: .....................................................................................................................................................19
Creating a Form or Survey using Centricity 2:........................................................................................................................................................................................ 20
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To Sign onto the WCCUSD website:
1) Log onto the website by locating the
‘SIGN IN’ link on the top right hand corner.
a. In order to be able to access the
‘Site Manager’ link upon logging onto the
website, navigate to the page that you have
access to edit. For schools, it will be the home
page. For Departments or Teachers, it will be
on your department or teacher page.
2) Enter your username and password that you typically use to log onto
your District email.
3) You will know if you have Site Manager Access when you see ‘SITE
MANAGER’ on the top right hand corner of the screen once logged on.
Navigate to the page you have been designated to edit. If you do not see this
link and should have access to edit the site you have logged in from, please
contact [email protected].
4) Clicking ‘SITE MANAGER’ will take you to your new and improved Site
Workspace. Most of your commonly used buttons will be in the same place while
others will be streamlined. On the right side of the screen, you will notice ‘Common
Tools’; this is the same as accessing the ‘Tools’ menu. This will make uploading files
to your ‘Files & Folders’ easier to get to. Tabs on the top of your Site Workspace are
clearer and on the left side (when expanded) gives you your Channels, Sections
and Pages (as the Site Manager for more than 1 Channel).
Link to ‘SIGN IN’
Enter your login
information here
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To review, your website is comprised of 3 layers to organize content:
1) The first layers are Channels. These are the main headings on the website.
2) Sections are within the Channels.
3) Pages or Sites are individual pages within each Section.
Sections
Channels
Pages/Sites
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Site Workspace – Home Page Editors
If you are a Home Page Editor, you have access to update the Front Page of your School. The Front Page includes: Announcements,
Main School Calendar, Headlines, Quick Links and the Welcome portion of the site.
Sections
Channels
Pages/Sites
Channels Sections
Shortcut to Common Tools
Tabbed Navigation
The number denotes
how many Sections
are within each
Channel
This shaded area lets you know
which Channel/Section/Page you
are on.
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Site Workspace – Sub Site Director/Individual Section/Page Contributor
Sub site Directors and Individual Contributors have access to their assigned Section or Page/Site.
Channels
Pages in the Section
Shortcut to Common Tools
Tabbed Navigation
The number denotes
how many Sections
are within each
Channel
Actions to edit or modify individual Pages
Buttons for adding pages, organizing the sort order and recently deleted Items
This shaded area lets you know
which Channel/Section/Page you
are on.
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Helpful Hints to consider:
When saving files limit the use of Symbols or Punctuations.
o Acceptable (Safe) Symbols and Punctuations include:
_ Underscores
– Dashes
o The file will upload onto the website, however if you plan on linking the file, please consider removing any symbols or
punitions beforehand or renaming the file in your ‘Files & Folders’ by using the ‘Action’ button and choosing the ‘Rename’
option.
If you are uploading a file or linking a file that has been uploaded to your ‘Files & Folders’, Click the ‘Tools’ tab > ‘Files & Folders’
link before you click the page you wish to update. Having this open saves you a lot of trouble.
Utilizing the Sub Folder option and adapting a naming convention helps keeps files organized.
Saving an updated version of an existing file with the same name and uploading over the previous version saves you the step of
having to link the document again.
To view changes to your website, refresh your browser or open a new browser with the public/live version of the website. Refresh
each time you make changes.
For images that need to be resized or edited, practice creating 2 sets of folders on your hard drive. One folder containing
originals (Example folder name: ‘Original’) and another folder containing a copy of the originals (Example folder name: ‘Edits’.
Work or make any edits such as resizing from your second folder where copies of the originals are contained.
Clicking the ‘Active’ or the check box with the label ‘Active’ allows you to publish your website to the public site or changing
the status to ‘Inactive’ or unchecking ‘Active’ puts your page to ‘sleep’ which can be useful for content that is not ready to go
‘live’.
If there are more than one Site/Homepage/Section/Page Managers, communication is important. The last thing you want is
someone to save over the work you have done. Assigning one person to manage a Section or Page limits saving over someone
else’s work.
Always SAVE your work.
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Adding a new Channel*:
(*Home Page Editor Access - Main Headings that appear on
Header of every page)
1) Locate the ‘Channels’ Tab on your Sub site Workspace
2) Click the green ‘Assign Channel’ button
3) Choose
from the
Channel Name
List. If a specific
title/heading is needed please contact [email protected].
4) Assigning a contact person is optional as well as the ‘Advance’ features. Click
‘Save’ when finished.
5) From here you may also sort the order of your Channels as they appear on the
‘Public/Live’ website.
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Adding and Editing the Front Page of a Website*:
(*Home Page Editor Access)
The Overview contains the: Announcements, Upcoming Events (automatically generated from the
main Calendar), Headlines, Site
Shortcuts (Quick Links) and the
Welcome portion of your website.
The Calendar in this portion of your
site workspace hosts the main
Calendar of events that can be
viewed from ‘Upcoming Events’ on your front page as well as the Calendar Channel linked to the
Header of your website.
To add or edit items onto the Announcements, Headlines, Site Shortcuts and the Welcome portion of your website; click the ‘Overview’
then the desired portion.
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Adding Pictures to the Rotating Gallery on the Header*:
(*Home Page Editor Access Rights - Main Headings that appear on Header of every page)
1) To add images onto the Rotating Gallery, first pick
landscape orientated photos and resize your photos to
330(PX) X 223(PX).
** Tip: Before resizing your photos, make copies of your originals. Make your edits/resizing
off of the copied versions of your original photos. This ensures that if you make mistakes or
need to use the photos for something else, you will still have copies of your originals to
copy and edit from again.
2) On your Sub site Workspace, click the ‘Tools’
tab.
3) Click ‘Files & Folders’
4) On the left hand side of the ‘Files & Folders’
dialog box, click ‘ Site Files’
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Adding Sections under your Channels:
1) Click the Channel you wish to add Sections to.
2) Click the ‘New Section’ button in green.
3) Give the new Section a name and choose a desired Section Configuration or
Blank Section
a. Choosing a Section Configuration will automatically generate
predesigned templates. You may also edit these later to suit your needs.
b. Blank Section will give you a blank page directory from which you can
add pages from other template designs such as: Flex Page, Article Library,
Maps & Directions, etc. (more on this later)
4) Adding a Contact is optional but useful where designated page responsibility
and Teacher websites are concerned.
5) Click ‘Save’.
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Available Page Types:
To Access this listing, click the ‘New Page’ button within your Section. To select the type of page you would like to add to your section,
click on the title of the page type.
Article Library
This page type is useful for sports highlights, newsletters, and meeting minutes.
Assignments
This page type is useful for adding and displaying homework assignments.
Blog
This page type is useful for such things as facilitating cooperative learning experiences and promoting communication with
parents.
Calendar
A calendar can be used for such things as homework, sport schedules, field trips and conferences.
Default Configuration - 1 - Page Configuration -1
This page type is useful for all types of content.
Elementary Classroom Teacher Configuration - 2 - Page Configuration -1
This page type is useful for all types of content.
File Library
This page type is useful for policies, forms, software updates and art projects.
Flex Editor
This page type is useful for all types of content.
Link Library
This page type is useful for helpful links, fun links and homework links.
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Maps & Directions
This page type is useful for athletic events, field trips and other occasions when you want to give detailed driving directions.
Photo Gallery
This page type is useful for sharing photos of school activities like classroom projects and field trips.
Podcast
This page type is useful for such things as showcasing school concerts and sharing foreign language assignments.
Wiki
This page type is useful for creating a simple Wiki
Adding a new Page:
1) Click the ‘New Page’ button to bring up the ‘Available Page Types’ Menu
2) Choose the desired page to suit content needs.
a. The most common Page type is the Flex Editor. The Flex Editor allows you
freedom to annotate and edit text
as well as add tables, images,
tables, etc. much like a word
document.
3) Depending on which type of
page you choose, follow the on
screen prompts to create your new
page.
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Uploading a File:
1) Click the ‘Tools’ Tabs
2) Click the ‘Files & Folders’ Link
a. To upload to a Sub Folder, on the left hand corner of your screen should
be a link with an arrow called ‘Site Files’, click to expand sub folders.
Click the desired Sub Folder.
3) Click the ‘Upload’ button and choose the desired file to upload.
a. You can upload more than one file – keep the upload to a maximum
of 5 files at a time to ensure that all files upload correctly.
4) Click ‘Upload’ on the bottom of the window.
*Tip: If you have items
to upload and/or link
to your site – do this
first. Before making
edits to a flex page,
keep the ‘Files &
Folders’ window open.
Then begin your edits.
Clicking the ‘Tools’ tab will take you away from the previous page you were on.
If you have not saved any edits you have made to a flex editor page, make sure
you do so before switching tabs. Keeping the ‘Files & Folders’ window up open (or
minimized to your task bar) beforehand ensures that you are able to see your
uploads while working on the Flex Page.
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Obtaining a Link/URL, Renaming a File, or Deleting a File under your ‘Files & Folders’:
1) Under the ‘Tools’ tab, click ‘Files & Folders’
2) On the right hand side of the File
Directory under the ‘Actions’ heading,
click ‘More’
3) The ‘More’ button gives you a list of
actions to:
a. Rename
b. Get Link
c. Delete
Obtaining a File Link/URL:
1) Under the ‘Tools’ tab, click ‘Files & Folders’
2) On the right hand side of the File Directory on the same line as the file you want to copy, choose the ‘More’ button under the
‘Actions’ heading
3) Click ‘Get Link’
4) Choose between Full Web Address or Relative Web Address
a. Full Web Address is an e-mail friendly link when sending files links through e-
b. Relative Web Address is the Link/URL to use when linking text on your Flex
Editor/Web site or adding a URL to your Hierarchy
5) Click with your right mouse button the URL you wish to copy and choose ‘Copy’
from the menu
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To Link a file from ‘Files & Folder’ to text on your Flex Page:
1) Under the ‘Tools’ tab, click ‘Files & Folders’
2) On the right hand side of the File Directory on the same line as the file you want to copy, choose the ‘More’ button under the
‘Actions’ heading
3) Click ‘Get Link’
4) Choose Relative Web Address by clicking with your right mouse button the in the URL box, choose Copy
5) Go to the page with the text you want to link your file URL to
6) Highlight the text you want to link
7) Click the ‘Edit Link Properties’ icon, the 7th Icon on the last row of your Flex Page Tool Bar
8) Paste the URL by Right
Clicking the ‘Url:’ box, choose
‘Paste’
9) Click ‘OK’.
10) Save your work by clicking the ‘Save’ button
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Flex Page Tool Bar
1) Spell Checker
2) Print
3) Find and Replace
4) Cut
5) Copy
6) Paste
7) Paste from Word
8) Paste Plain Text
9) Undo
10) Redo
11) Full Screen
12) Edit with Dreamweaver
13) Edit with FrontPage
14) Edit with Microsoft Expression
15) Template Styles
16) Styles
17) Font Face
18) Font Size
19) Font Color
20) Background Color (Text)
21) Formatting
22) Bold
23) Italics
24) Underline
25) Strikethrough
26) Justify Left
27) Justify Center
28) Justify Right
29) Justify Full
30) Numbered List
31) Bulleted List
32) Increase Indent
33) Decrease Indent
34) Insert Picture
35) Insert File Link
36) Insert Rich Media
37) Horizontal Rule
38) Bookmark
39) Insert Link
40) Edit Link Properties
41) Remove Link
42) Insert Form Link
43) Insert Photo Gallery
44) Insert Minibase
45) Insert Table
46) Table Options
47) Row Properties
48) Cell Properties
49) Visible Borders
50) Special Characters
51) Insert Layout Editor
52) Open Tool Box
53) Position by Pixel
54) Remove Format
** Right clicking in the edit portion of
your Flex Page also brings up other
options.
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Linking a file from the Tool Bar of your Flex Page:
1) Highlight the text that needs to be inked.
2) Depending on where your file is located at, choose
between:
a. Upload File – from your computer or network
b. Existing File – a file already uploaded to your ‘Files & Folders’ – locate the folder or sub folder (click the arrow next to the
folder name to reveal sub folders)
c. Shared File – a file uploaded to your Shared File (Folder) with the option to also save a copy to your sites ‘Files & Folders’
3) Click ‘Continue’
4) Give the Link a title and choose the Target –
how the link should open. Typically, ‘Open link in
a new window’.
5) Click ‘Insert File Link’.
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Editing existing content on a Flex Page:
1) To edit your page, log into the website through your
Department/Section.
2) In your Site Work Space click the desired page to
update/edit.
a. Right Clicking directly on the Flex
Page now gives you more short cuts
to various options
b. Right Clicking directly on a table on
the Flex Page now gives you more
short cuts to various options
Dragging this shaded corner will allow you to expand your
Flex Page Editor
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Changing your Schools URL to a Friendly Web
Address:
1) Make sure you are on your Schools main
page.
2) Click ‘Tools’
3) Click ‘ Friendly Web Address’
4) In the first textbox under ‘Friendly Web Address Text:’ type the desired
name, omitting any space or punctuation/symbols. Underscores and
dashes are permitted.
a. Example: chavez or chavez_es
Changing your Sections URL to a Friendly Web Address:
1) Find your section
2) Click ‘Options’ to the right of the section and then click ‘Advance’
3) In the first textbox under ‘Friendly Web Address Text:’ type the desired name,
omitting any space or punctuation/symbols. Underscores and dashes are permitted.
a. Example: Athletics or Athletic_Department
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Editing or Adding a link to the (Classic) Hierarchy – for already existing
pages: For new Sections, Left Hand Navigation (List of Links on the left of your site) is
automatically generated.
1) First, determine if you are adding a link/URL to the Hierarchy (left hand
navigation/menu or links) first, copy the link you would like to add
a. If it is a new page, click the ‘Actions’ to the right of the page link
and choose ‘Get Link’.
b. If it is a file, upload your file to your ‘Files & Folders’ and obtain the
URL by clicking ‘More’ and choosing ‘Get Link’.
2) If you are editing an existing Page/Link, click
‘Tools.
3) Click ‘Classic Hierarchy Navigation’
a. If you are editing or deleting an existing
page/link, click ‘Edit’ or ‘Delete’ to the
right of the page/link.
b. If you are adding a new link, click the ‘New Link’
button and follow the on screen
prompts.
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4) You may also organize the order of the existing Hierarchy Links by using the ‘Organize Links’ button.
a. To create sub links (links underneath a main link)
simply drag your sub link and hover above the main link. When
hovering over the main link, you will know when a sub link is
being created by the green plus sign.
b. To reorder links, drag and drop the link to the desired position. You
will know where the link will be placed by the green line.
Creating a Form or Survey:
1) First determine where you would like to house your
Form/Survey. Choose either a Section or a Page
2) Navigate to your ‘Tools’ tab and click ‘Forms & Survey’
3) Click the ‘New Form/Survey’
4) Give the Survey a Name and if this survey will be created from
scratch or from an existing survey (in the same ‘Tools’ tab)
5) Click the title of your newly created survey to access the edit screen
6) Click ‘Insert’ to start adding data
7) Choose from a variety of options to suit your needs
8) Once finished, you have the choice to Activate or Inactivate the
survey
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9) Click the ‘Options’ to the left of the Survey to add: Owners (by default, the Site
Manager), an Administrative Email address where the completed Surveys will send, an end
date if it is a limited Survey (useful for tests or forms with due dates), display options, who
can access this survey, completion message and action and how to Survey will be
reported
10) To link/obtain the URL to the survey, click ‘View’ and copy the URL highlighting and
copy the URL in the address bar
11) There are two ways to link the survey to content on a Flex Page (the site you would
like to attach your survey), highlight the text you wish to link
a. You may link the text to the Survey URL you have just
copied by choosing the ‘Edit Link Properties’ (7th icon , bottom
row of your tool bar) and paste the URL
b. You may link the text Flex Page by using the ‘Insert Form
Link’ icon (9th icon , bottom row of your tool bar)
12) When the Survey is active
and participants have sent in their
response, you may view the results
by clicking the ‘Reports’ tab or
clicking the ‘More’ button to the
right of the Survey and choosing
‘Analyze Responses’.