franchise content management system user...

Franchise Content Management System

User Guide

CASE Franchise CMS – Users Guide

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Table of Contents General Information............................................................................................................ 3 About This Guide................................................................................................................ 3 Contact Information For Assistance ................................................................................... 3 Browser Specifications ....................................................................................................... 4 Cookies ............................................................................................................................... 4 Pop-Up Blockers................................................................................................................. 4 CMS Sign-on ...................................................................................................................... 5 System Administration........................................................................................................ 6 Web Site Administration..................................................................................................... 7 Content................................................................................................................................ 8 Using the Work Areas......................................................................................................... 9

Uploading Files to the Library – Web Site Admin ......................................................... 9 Adding Articles......................................................................................................... 11

Contact E-Mail – Web Site Admin............................................................................... 13 Making Site Changes – Content ................................................................................... 14

Adding Content......................................................................................................... 15 Preview Changes....................................................................................................... 17 Editing Content ......................................................................................................... 18 Understanding the use of the WYSIWYG Editor..................................................... 19 Deleting Content ....................................................................................................... 21 Adding to the Portfolio ............................................................................................. 22

Administrator Functions – System Admin ................................................................... 25 Track Changes .......................................................................................................... 26

Final Suggestions .............................................................................................................. 26


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General Information The Content Management System, hereinafter referred to as the CMS, for the Case Handyman & Remodeling Services franchise divisions was developed to allow limited customized web site content management for each franchise. Users must enter their franchise name, user id/email address and password to access secured data. Changes can only be made to the users own franchise web pages. Each view screen on the web site is considered a web page. Franchise web administrators will have access to system administration functions and site Content. This allows insertion of special text and images. The interface purpose is to allow user to maintain franchise specific information benefiting their business. Administrators will be able to access the interface and grant different levels of access/rights to other users.

About This Guide This User’s Guide contains features, functions, and step-by-step instructions on how to use the CMS application. This User’s Guide will enable you to: Login to the CMS Navigate work areas Edit, Add and Delete content Preview – quick view of live site Track site content changes See how administrator assign access rights

Contact Information For Assistance Help Desk for support:


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Browser Specifications A browser is a program that allows you to access pages on the World Wide Web. The CMS application was developed to function with features available with Internet Explorer 6.0 or higher (PC and Mac). Other browsers, such as FireFox and Netscape, have not been fully tested and are not supported at this time. Use them at your desecration. You can download the latest version of Internet Explorer, free of charge, at http://www.microsoft.com/windows/ie/downloads/default.mspx.

Cookies A cookie is a text-only string that gets entered into the memory of your browser. A standard cookie is written to the user’s hard drive and is used to remember the user the next time the user visits the site. A session cookie resides in the Web browser’s memory and only retains information until all user browsers are closed and the session is thus ended. The CMS Web site uses session cookies.

Pop-Up Blockers If you have a pop-up blocker installed, you will need to allow pop-ups from the CMS Web site. If you do not have a pop-up blocker installed, you can skip this section. To allow pop-ups using Internet Explorer 6.0, follow these procedures:

1. On the Internet Explorer main menu, select TOOLS and then INTERNET OPTIONS. The Internet Options window displays.

2. Click the PRIVACY tab. The Privacy tab information displays.

3. In the Pop-up Blocker section, click the SETTINGS button. The Pop-up Block

Settings window displays.

4. Enter www.caseremodeling.com/cms/admin in the Address of Web site to allow text box and click ADD. www.caseremodeling.com/cms/admin is added to the Allowed sites list box. Click CLOSE to close this window.

5. Click OK to exit the Internet Options window.


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CMS Sign-on Enter the following URL to access the content management system. http://www.caseremodeling.com/cms/admin The following screen will display.

Choose your site location/name from the drop-down.

Enter user id/email address and password. Once login information is accepted the following screen will display.

This tells of recent site activity There are three major work areas:

System admin Web site admin Content

System admin is the highest level and has management control of the CMS. Initial assignment and removal of the system administrator is handled by support services, see section Contact Information For Assistance. Web site admin is used by authorized content managers who can affect text and images changes on the site. Content is special text as supplied by the CMS user.

Note: Access is only granted for valid users at their specified sites.


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System Administration The system admin user can see site history and grant user privileges.

On this screen you can click on the word/link in the center of the page or the left navigation for each option. Selecting Access shows current authorized users for the site.

Selecting the Add icon will allow the addition of new users as viewed on the screen below.


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Web Site Administration Web site administration holds the site library. The library stores special documents to be viewed and/or referenced on the site. These documents are not modified or maintained within the CMS but are created and inserted here from an external source.

The site layout or structure is not modifiable. The site layout/map must remain consistent with corporate design.


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Content This area shows the navigation of the site layout available for content management. Add icon

Using the Add icon you will be able to insert your own text in the sections or web pages you desire.


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Using the Work Areas

Uploading Files to the Library – Web Site Admin Before you create web page links to files you want web site visitors to see you must place them on the web server. This transfer process will take the file from your local machine and place it in a folder on the server that can later be located so you can point your page links to them. You may be prompted for a Java security certificate to use this feature, if prompted you can respond “Grant always” and never be prompted again. In order to use this CMS section you must have this certificate privilege.


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MS Word, PDF and images are acceptable library items as noted by the folders. Using the Upload icon transfer your items to the appropriate folder. Upload icon

Select Browse to locate the file you wish to transfer and Save. List icon

The List icon just reverts back to the navigation outline or display like when you first entered the work area.


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Adding Articles On the web site under Content and then under “Idea Center” the franchise has the option to add articles, however it is best to go through the Web site admin “Library” feature. The desired document must first be converted to a PDF format. Next it can be uploaded through the library option and placed in the PDF folder.

When displayed on the site it will be noted as a PDF file and when selected will display in a new window. Site visitor must have Adobe PDF reader installed on their computer to read this file.


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Contact E-Mail – Web Site Admin To apply specific default email address for the “schedule consultation” form use this feature located under Web site admin. Select “Contact E-mail” navigation tab. You may enter one or more addresses in the text box provided. Ensure email address is correct as this overwrites any previous address.

To enter more than one address separate them by commas, a space after the comma is not necessary.


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Making Site Changes – Content To make changes to web site pages, go to the “Content” area located under the “Web site admin” option. The site structure layout is displayed. Next select the location or page you want to modify from the left navigation tree.

In this example the section “Why People Choose Case” is selected. Approved icon Edit icon

Under “Why People Choose Case” are sub sections that begin with “Our Team.” For each of these sub sections you have several icon buttons available. Starting on the left the Approved function is used by the system administrator or publisher to authorize changes for publication to the live web site. We will add content using the edit feature.


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Adding Content Content has been added for “Our Team”, by a user that is a site publisher. Text has been entered for the description, comments and general text area. This same process is used for the other sub sections. Adding data for Articles under “Idea Center” is best done through library function, posted as PDF files. Typing in information with this process will disallow or turn off any loaded PDF article file from displaying.

Once complete data is saved.

The “Display Date” and “Send Back to Author” are features not currently used.

Note: Adding content replaces the default, it does not add to what is normally displayed. If you want what is displayed, the default plus new content you must enter all of the text with your new additional data.


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The publisher has the privilege or rights to make the changes live. This display shows changes have been made to several sections because the Approved icon on the left color and image has slightly changed.

Selecting the Approved icon authorizes the change and new data is displayed on the site. A user with editor rights can not approve/authorize changes.


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Preview Changes To quickly see site changes select the Preview icon which takes you to the live site. Preview icon


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Editing Content Making changes to added content is entered the same way, using the edit feature.

This time the approval is done at the editing level. “Approve Content” radio button is selected on the save; this privilege is only for the publisher and administrator.


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The added changes appear on site.

As demonstrated here any change or adjustments to user specified text can be done through the editing feature. No changes or modifications can be done to the default text.

Understanding the use of the WYSIWYG Editor The editor that used to add and modify user text is a basic editor with word processing features.

From left to right: Cut - highlight to delete Copy - highlight to copy Paste - insert copied text Undo - remove last edit modification Redo - replace last edit modification Find - located specified character(s) in text box Link - highlight text and make it a link (not currently used) Image - insert image (not currently used) Table - create table Row Insert - add row to table Row Remove - delete row from table


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Column Insert - add column to table Column Remove - delete column from table Cell Insert - add cell to row/column Cell Remove - delete cell from row/column Cell Merge - join one or more cells in row/column Cell Split - create 2 cells from one Cell Edit - modify cell in row/column Insert Character - add special character/symbol to text The remaining (bold, underline, italic,…) are normal word processing options to format text. Popup screens for selected edit features: Create Table

Modify this screen to fit your parameters and a table will be created in your content.

Insert Special Character Select any one of these symbols and it will be inserted into your content.

Bottom of WYSIWYG text box

From left to right: Editing HTML Source - show HTML source Toggle Borders - (not currently used) Toggle Details - show HTML image tags Code Clean - Clean-up MS Word HTML tags


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Deleting Content By deleting added text you can revert the site back to the default display. Simply go into the edit feature and delete all text and save.

Web site now displays default text, which in this case is a blank page.

Note: Another way to revert back to site default display is to select the Approved icon and it will flip back to the un-approved mode without you deleting entered text.


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Adding to the Portfolio

To load Portfolio images select “Idea Center” this allows update and loading of images for the predefined gallery areas; Kitchens, Bathrooms, Remodeling and Additions.

Select the edit icon on the right to begin adding or changing images.


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The images are divided into two projects, three images per project. This is the maximum number of projects available per gallery and you must have at least 3 images in a project in order for them to display on the web site. If there are less than three images per project loaded, the site will not display that project. If no project has the minimum 3 images then default images from corporate shall display in that gallery area. Navigation to the gallery areas is at the top by selecting the link for Kitchens, Bathrooms, Remodeling or Additions. Each image represents a stage, Before, During and After as labeled at the top of the image block. When displayed on site the image in the After block is placed in the center pane as displayed below.

In this display only one project is shown because one of the two projects has incomplete images.


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To upload images simply select the Upload red image box and browse to find your image. Once the file is located select open to obtain file name, supply image text if desired and then select the Upload button to move the file to the file server. After loading all three images the project will appear on the site.

The site now shows two projects to the left. Selecting either one of these shall display the three different phases on the right and the After phase in the center pane. Selecting each phase on the right one at a time causes the image to display in the center pane for a larger view.

Note: The JPEG (jpg, jpe) image file format is best for viewing.

Note: If image does not immediately appear to update do a refresh.


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Administrator Functions – System Admin As site administrator you can add and remove privileges as necessary. There are currently three levels of access under the “Access Control” option.

Administrator Publisher Editor

There must be at least one administrator level assigned. A publisher has the ability to add, edit, delete and publish but no rights to affect other users of the system. In the following display a new individual has been added as an editor which has rights to add and edit content but not to delete or publish. Edit Delete

From this view you can edit the user, changing any of the data displayed here as well as their password. When you wish to remove the rights of an individual from the CMS simply delete them. As publisher and editor user the left menu selection is limited to Web site admin and Content, as system administrator the menu will include the System admin work area.


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Track Changes As administrator under the “History” option you can view recent activity or changes to the site.

Final Suggestions Since the CMS is a web application is can be accessed anywhere there is an Internet connection. It is recommended that one user use the interface or be in a section at a time, that have publisher rights to avoid the situation of overwriting changes made by others.

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