user manual for mycitymarket merchants · web viewthese icons resemble your word processor both in...

Manual for SiteCM™ Managers

2002MediaWeb Solutions IncVersion: 1.0

#2A 1445 McGill RdKamloops, BC, V2C 6K7

(250) 374-0906

#203 - 1600 W. 6th Ave.Vancouver, BC, V6J 1R3(604) 738-0906

Fax (250) 374-0915Toll Free: 1 888 374-0906

Table Of Contents

Table Of Contents.....................................................................................2

Account Information...................................................................................4

Introduction...............................................................................................5

Before you Begin..........................................................................5

While Using SiteCM......................................................................5

The User Interface........................................................................6

SiteCM Users............................................................................................8

Add a SiteCM User.......................................................................9

Edit SiteCM User........................................................................10

Delete SiteCM User....................................................................10

Documents..............................................................................................11

Add Document............................................................................11

Edit Document............................................................................12

Delete Document........................................................................13

Image Gallery..........................................................................................14

Using Images on the web............................................................15

Types of images.......................................................................15Image File Size and Dimensions...............................................15

Image Category..........................................................................16

Add Image Category................................................................16Delete Image Category.............................................................17

Images.......................................................................................17

Add Image...............................................................................17Edit Image...............................................................................18Delete Image...........................................................................19

Page & Component Types.......................................................................20

Plain HTML................................................................................20

Search........................................................................................20

Feedback Form..........................................................................20

Feedback Fields Step...............................................................22Survey........................................................................................23

Survey Properties Step.............................................................23Survey Fields Step...................................................................25

SiteMap......................................................................................26

SiteMap Root Step...................................................................26

2002MediaWeb Solutions Inc.SiteCM Manual Version: 2.5

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SiteCM Forum............................................................................27

Add New Forum Section...........................................................27Forum Details...........................................................................28

Events Calendar.........................................................................30

Events Calendar Event Page - Add...........................................31Events Calendar Event Page – Edit..........................................32

QuickPolls..................................................................................32

QuickPolls Properties...............................................................33QuickPolls Questions...............................................................34

Headline Rotator.........................................................................35

Headline Rotator Properties......................................................36Headline Rotator Headlines......................................................37

Link to Page...............................................................................39

Page Management..................................................................................41

Add Page...................................................................................42

Step 1 – Content......................................................................43Step 2 – Properties...................................................................44Step 3 – Permissions................................................................46Step 4 – Navigation..................................................................47

Edit Page....................................................................................48

Delete Page................................................................................48

RTF/HTML Tool Bar...................................................................50

Editing tools.............................................................................50Paragraph Formatting...............................................................50Font Style................................................................................51Font Size.................................................................................52Font Variants............................................................................53Alignment.................................................................................53Numbered & Bulleted Lists.......................................................53Indent......................................................................................53Horizontal Rule........................................................................54Link..........................................................................................54Bookmark................................................................................54Table.......................................................................................55Insert Image.............................................................................55Text Color................................................................................58Drop in Application...................................................................58


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Account Information

Test Site

Location: http://testnvit.mwsolutions.com

Site Manager Location: http://testnvit.mwsolutions.com /sitecm/manager

Email Address: [email protected] (used to logon to SiteCM manager)

Password: admin

Live SiteLocation: http://www.nvit.bc.ca

Site Manager Location: http://www.nvit.bc.ca /sitecm/manager

Email Address: [email protected] (used to logon to SiteCM manager)

Password: admin

Licensing Info

Number of Users: 5

Number of Pages: 500

SiteCM Components: ALL

Membership Enabled?: No


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http://www.nvit.bc.ca/sitecm/manager

http://www.nvit.bc.ca/

http://testnvit.mwsolutions.com/sitecm/manager

http://testnvit.mwsolutions.com/

Introduction

SiteCM is a web based content management application. It allows you to manage all of the pages and images on your site through a simple browser interface. This manual will introduce you to the features of the manager and teach you how to use them. It assumes that you are comfortable with computers, a mouse, and the Internet. The manual will not teach you to be a graphic designer or a computer programmer.

During the design phase of your web project, we determined the look of your page. Pages consist of a header, a footer, the navigation and a content area. These vary between sites.

In the example on the right, we have labeled the various portions of the site. SiteCM controls the Content Area directly, and of course, the pages you create affect the navigation visible on your site. The Header and Footer are determined during the design process and cannot be altered.

SiteCM also helps control the look of your site by standardizing the text styles used throughout your site. This gives your site a unified, professional quality no matter who is creating yor content.

Before you BeginWhen you met with your consultant, you discussed what you wanted to have on your site. You will be responsible for implementing that material on your site. Before you begin, gather your source material and organize it for each of the pages you have on your site. Give your navigation some thought and plan what your pages will be called in the navigation, and how they will be related. If some pages are going to be sub-pages or a main navigation item, keep the material together.

Images help to make your site more appealing. Staff photos, premises photos, and product photos all help portray your company to visitors on the web. Make sure all of your photos are available on your hard drive for uploading into SiteCM. Grouping the photos in one location will save you time and frustration.

While Using SiteCMSiteCM is set up to log you out automatically if you do not use the system for 30 minutes. If you are creating a complex or long page, and are proofreading the page online, then we recommend saving the page periodically. This will prevent data loss if you lose your Internet connection, there is a power failure, or if SiteCM ends your session. When you are working on a page, you can save it without assigning it to the navigation. Orphan pages can be viewed on the web by typing in the exact URL.


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Some computer users find it stressful to use a new software application. If this is the case, we recommend finding some quiet time. Schedule short sessions, hold your phone calls and concentrate on the information you are putting in. Once people have used the system frequently, they find it easier and less stressful.

The User InterfaceYou will likely spend a lot of time in SiteCM while setting up your site and you should be comfortable with it after a few sessions.

The image on the left labels three important features found on all pages in the manager. Starting at the top, the shaded area is the “Status Message Area”. This is where you are shown if your changes were successful. Status Messages are either a flashing blue and green circle with a checkmark, or a flashing red circle with an “x”. They are accompanied by descriptive text to let you know what has happened.

The Manager interface font control allows you to increase the size of the fonts used in the manager interface. This makes it easier for some users at some screen resolutions. This setting is maintained from visit to visit and page to page if you accept cookies. There are two settings, regular and large indicated by an lower case “a” and an upper case “A”. This setting does not change the size of the default font used on the public portions of your web site.

On all pages, we have provided a “Sign Out” link at the bottom right corner of the page. We recommend that you complete each session by Signing Out of the system. This will prevent another user coming by your desk when you are gone and changing your web site. You will be returned to the login page and shown the above message in your “Status Message Area”

Using this detail from the Login page to your manager, we can illustrate an important feature used throughout the site manager to make your jobs easier.

The dashed line under the text “E-mail Address”, and “Password” indicate that there is a Help comment associated with that item. By placing your mouse pointer over the text, a box pops up with some help text.

In the example shown here, I have placed my mouse pointer over the “E-mail Address” text and it reminds me which email address to use to login and


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gives me a contact name for the site Administrator. If you are using a site with one named user, the contact is a MediaWeb Solutions employee.

If you have forgotten your password, you can click on the link at the bottom of the login form. You will be prompted to type in your email address and, if your email address is in the user table, you will be sent an email with instructions on resetting your password. The link provided in the email is a one time only address that will only be active for 20 minutes. This prevents you from having a message transmitted with your use rid and password.


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SiteCM Users

A user in SiteCM is defined as a person that is allowed to add/edit/delete/launch a web page. We create a default account for every site administrator however we recommend that you change your password when you begin using the system.

NOTE: For a single user version DO NOT delete your user ID or you will be logged out of your site and unable to gain access without calling MediaWeb. If you wish to change the profile of the administrator, we recommend that you simply edit the user profile.

The user manager presents a list of all current users. Users are sorted alphabetically by last name. To view individual user information, select the Users’ name from the list where it appears.


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Add a SiteCM UserClick on the ‘Add a New User’ button at the top left of the page or on any of the ‘add new’ buttons to the lower left of any of the Administrator, Supervisor, or Staff Member lists.

NOTE: If you have reached the maximum amount or SiteCM users as stipulated in the licensing agreement, a message box will appear informing you of this and you will not be allowed to add another user.

A blank User Information and User Properties forms (as in the previous section) will be displayed. This form is used to select what features the user has access to and whether or not they can launch pages.

You are presented with the following fields to fill out:

*Denotes required field

Field Description

* First Name The first name of the user. Maximum number of characters allowed is 100.

* Last Name The last name of the user. Maximum number of characters allowed is 100.

* Email The user’s email address. This will be the user’s logon email address for the SiteCM Manager. Note: this must be unique for every user. Maximum number of characters allowed is 75. The email address must contain a ‘@’ and a ‘.’

* Password The user’s password. Maximum number of characters allowed is 15.

Title The user’s title. Maximum number of characters allowed is 100.

Department The user’s department. Maximum number of characters allowed is 100.

* Role Role description assigned to user.Administrator: Has permissions to add/delete/edit/launch pages, components, images, documents and users. Basically control to do everything.

Supervisor: Has permissions to add/delete/edit/launch pages and components that the manager is given permission to at the bottom of this form.

Staff: Has permissions to add/modify pages and components that the staff member is given permission to at the bottom of this form. Additions and modifications can be saved, however the page cannot be launched (shown on the live site) by the staff member. The staff member’s supervisor must launch the page.

Supervisor If user role is Staff only, a list of ‘manger users’ will be displayed here. If you are entering a user with a Staff role you must select one of the supervisors from the dropdown list. Only Administrators and Managers can be Supervisors of Staff users.

When a Staff user adds/edits/deletes a page or component the users supervisor indicated in this field will be informed (via task list) that there is a page for them to launch.

Site Functions If adding an Administrator user then by default all the checkboxes will be checked


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already – this cannot be changed.

If adding a Supervisor of Staff user then select the site functions that you want the user to have access to.

Components If adding an Administrator user then by default all the checkboxes will be checked already – this cannot be changed.

If adding a Supervisor of Staff user then select the components that you want the user to have access to.

When you have filled out all applicable fields, click the ‘Save Changes’ button. The user will then be added.

Edit SiteCM UserTo edit a SiteCM user, click on the user’s name from the appropriate Administrator, Supervisor, or the Staff Member List sections that list the users belonging to that category. The User Information and Properties forms will be populated with that user’s information.

Edit any fields necessary and then click the ‘Save Changes’ button. The user information will then be saved.

Delete SiteCM UserTo delete a SiteCM user, click on the user’s name from the appropriate Administrator, Supervisor, or the Staff Member List sections that list the users belonging to that category. The User Information and Properties forms will be populated with that user’s information.

Once the user to be deleted is selected, click the ‘Delete User’ button located in the lower right of the form, or underneath the list containing the user. A confirmation box will then appear:

To cancel the action, click the ‘Cancel’ button and the user’s information will remain intact. To delete the user, click the ‘OK’ button, the user will then be deleted.

*Note that when a user has been deleted that the action cannot be undone.


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Documents

SiteCM Documents are used to upload and display a link to many kinds of documents (eg: MS Word docs, Adobe pdf, MS Excel, etc.).

To get to the documents manager, click on the ‘Documents’ link on the SiteCM Manger’s side navigation menu. The listing of current documents will be displayed in the right of the page. To the left of the list are the “Document Properties” fields.

Add DocumentTo add a new document, either click the ‘add a new document’ button in the upper left of the screen, or the ‘add new’ button located below the ‘Document List’. A blank ‘Document Properties’ form will appear, including a file upload (‘Browse’) button to associate an existing document. When adding a new document, you are presented with the following fields to fill out:

*Denotes required field

Field Description

* Document Name

Enter the Name of the document. The name appears as the link on the website for the user to click on to open the document uploaded. Maximum


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number of characters allowed is 100.

* Document Filename

Click the ’Browse’ button to select the file you wish to upload from your local computer or your network.

A window will pop up allowing you to browse files just like you do from your usual desktop applications.

To select a file either double click the file in the pop up window, or click once to select the file then click on the open button.

Maximum number of characters allowed for a file name is 255. ALL files are renamed during the upload process with a unique identifier. This prevents users from writing over each others files.

Document Description

Enter the description of the document. The description is displayed next to the name of the link and should give a short description of the document.

Attach To Select the pages you wish the linked document to show up on. The links will show up at the bottom of the selected pages. To select multiple pages hold down the CTRL key and click the desired pages with your mouse. To unselect a page select a different page or hold down the CTRL key and click the desired page.

You do not have to select a position for the document when you upload.

NOTE: You cannot add a document link to a menu/navigation level (eg. SideNav). You are not allowed to select this option.

When you have filled out all applicable fields, click the ‘Save Changes’ button. The document will be added and the ‘Document Folder’ page will refresh. If you have selected a location for the document to be displayed, the document will appear on the page immediately or your Supervisor will be notified that there is a page modification to approve.

Edit DocumentFrom within the Documents List, click the name of the document you wish to edit.

The Document Properties form will be populated with that document’s information. The fields you are presented with are similar to the add document form. One significant difference is that you cannot change the file corresponding to the document. If you wish to change the document, you must create a new document entry.

Edit any fields necessary and then click the ‘Save Changes’ button. The document information will be saved. Current page locations where the document will be shown are highlighted.


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Delete DocumentFrom within the ‘Document List’, click the name of the document you wish to delete.

The ‘Document Properties’ form will be populated with that document’s information. Once the document to be deleted is selected, click the ‘Delete Document’ button. A confirmation box will then appear:

Click ‘Cancel’ to retain the document and its related information. Or, click ‘OK’ to confirm the delete of the document and its related information.


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Image Gallery

Before you can add images to your pages, you must upload them to the server. To get to the Image Manager, select “Images” from the manager navigation. The “Image Gallery” start page will appear:

When you land at the image gallery you are shown your image list with the option to “Add new Image”, “Add a New Category”. By selecting an existing category from the “Image Category List”, the images that reside in that category will appear in the “Image List”. When an image is selected from the “Image List”, it will appear in the Image Preview Area, along with the “Image’s Properties” listed below the preview image:


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Using Images on the webImage creation for the web is a complex process that is beyond the scope of this manual. In this section, we hope to give you enough information that you can maintain your site. We cannot turn you into a graphic artist or world class designer but we can teach you how to make wise choices to maintain the quality of your site.

Creating images for the web requires an understanding of the limitations of the medium and technologies. All images must be created with consideration for fit in the final project, colour depth, dimensions, and the target users expected computer configuration.

SiteCM is not an image editor.

Types of images

There are two common types of image formats used on the web and available to all browsers back to the original web browsers. We recommend that you stick with these two types of images to ensure that your site is accessible to the widest possible audience.

GIF (Graphics Interchange Format)

This image format was created by Compuserve to compress bitmap images. It supports both transparency and animation and achieves best results when used on files that have large areas of flat colour. Powerpoint will export your slides as gif images and Microsoft Excel will save your charts as gifs. GIF’s use “lossless” compression which preserves image quality during compression however it can result in larger file size. GIF’s are limited to 256 colours.

JPEG (Joint Photographic Experts Group)

A Bitmap compression format developed by the International Standards Organization that as the name implies, is designed for photographs. JPG’s support 16 Million Colours and use Lossy compression. In order to compress images, the JPG format discards parts of the image that it determines are unimportant. This is most noticeable along sharp edges.

Image File Size and Dimensions

When discussing files size we are referring to the Byte size. The dimensions of an image are the width and height of the image as displayed. File size is a combination of the dimensions of the image, the number of colours used in the image and the compression format used.

Most residential Internet users in North America still use dial up modems and if your page loads too slowly, they will not wait. Intranets that are being surfed from high-speed work connections still need to consider that transferring large files will slow down the network for all users. A good rule of thumb to follow is that no single page should exceed 100 K of new images. You can check the file size of an image by viewing the properties of the file in your windows explorer.

When preparing images for the web it is important to keep in mind the presentation of your site. Most users are using a screen resolution of 800x600 pixels. There might still be some users using a resolution of 640 pixels wide, and newer systems with larger monitor will use 1600 or more pixels across. Depending on your site design, your content will resize to fit the users browser window or the


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content area will be constrained to 750 pixels (to leave room for vertical scroll bars). If you load up an image that is too wide, users with smaller browsers will have to scroll horizontally to see the image and it might cause your design to degrade.

If your site has navigation on the side, it is usually 150 to 200 pixels (20 to 25% of a standard 800 pixel screen) leaving 550 pixels for your content area. With that in mind, we recommend an image width of 500 be used if you want the image to fill your content area, 250 pixels if you want it to have text flowing around it smoothly. If in doubt, check your work on various computers.

Another reason to limit the dimensions of the images is to decrease the file size. The larger an image dimensions, the larger the file size. You should be able to produce reasonable quality images within the guidelines we have laid out.

SiteCM gives you the ability to resize an image when you are adding it to your content however this feature should be used with extreme caution. When you resize an image in the content editor, it is not shrinking the file you uploaded, only the display dimensions If the image you have loaded up is too big and you want to shrink it, you are forcing the user to download (and wait) for a file that is larger than it needs to be. This is not a big issue if you are shrinking it 5 or 10% but is an annoyance if you are shrinking it 20 to 50%. Enlarging an image will have a huge impact on image quality. Your picture will appear pixilated and blurry. Another risk with resizing an image in the content editor is that you will stretch or crush an image deforming the objects in the picture.

Image CategorySiteCM Image Gallery Categories are used to group similar or related images together to help manage your images better.

Add Image CategoryTo add a new image category click on the ‘Images’ link on the SiteCM Manger’s menu. The Image Listing page will be displayed. Click on the ‘Add a New Category’ link on the top right of the page. The Add Category fields will be displayed.


* Denotes required field

Field Description

* Category Name

Enter the Name of the image Category. Maximum number of characters allowed is 255.

* Description Enter a brief description of the image category. Maximum number of characters allowed is 255.


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When you have filled out all fields, click the ‘Add Category’ button. The Image Gallery page will be displayed with the new category added to the category list.

To cancel the addition and return to the image gallery main page, click the ‘Cancel’ button.

Delete Image Category

Click the name of the category from the “Image Category List” you wish to delete.

Note: You are not permitted to delete a category that has images within it.

Click the ‘Delete’ button at the bottom of the “Image Category List”. A confirmation box will appear asking you whether you want to delete the category:

Click the ‘OK’ button to continue with the deletion. The category will be deleted and you will be returned to the Image Gallery start page.

Click the ‘Cancel’ button to abort the deletion.

Images

Add Image

SiteCM Image Gallery allows you to upload images to be used on your website.

To add a new image click on the ‘Images’ link on the SiteCM Manger’s menu. Then click on the ‘Add a New Image’ icon in the upper left side of the page, or, click the ‘add new’ button located below the ‘Image List’.

The fields to add a new image will be displayed:


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Field Description

* Upload New Image

Click the ‘Browse’ button and select the image file you wish to upload. Valid image file extension are: .gif.jpg.jpeg.pngOther image file types are not supported by all browser and therefore it is not suitable to use them.Maximum number of characters allowed is 255.

* Description Enter a brief description of the image. Maximum number of characters allowed is 255.

Height Enter the Image’s height, note that if this value is not entered that the image’s property height will be inserted into this field for you.

Width Enter the Image’s width, note that if this value is not entered that the image’s property width will be inserted into this field for you.

* Image Category

Select from the drop-down the category you wish to add the image to.

When you have filled out all fields, click the ‘Add Image’ button. The image will be added and “Image Gallery” start page will appear.

To cancel the addition and return to the “Image Gallery” start page, click the ‘Cancel’ button.

Edit Image

To edit an image, click on the ‘Image’ link from SiteCM Manger’s menu to get to the “Image Gallery” start page.

Click the image category that has the image that is to be edited in it, then click on the image you wish to edit. The “Image Properties” will be populated with that image’s information. These are the same fields as in the ‘Add Image’ section above. Edit any fields necessary and then click the ‘Save Changes’ button. The image information will be saved and the “Image Gallery” start page will appear.


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Delete Image

To delete an image, click on the ‘Image’ link from SiteCM Manger’s menu to get to the “Image Gallery” start page.

Click the image category that has the image that is to be edited in it, then click on the image you wish to delete. The “Image Properties” will be populated with that image’s information.

Click the ‘Delete’ button at the bottom of the “Image Properties”. A confirmation box will appear asking you whether you want to delete the image:

Click the ‘OK’ button to continue with the deletion. Click the ‘Cancel’ button to abort the deletion. If you select ‘OK’ the image will be deleted and the “Image Gallery” start page will appear. If you select ’Cancel’ the image will not be deleted.


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Page & Component Types

There are 9 types of pages available to create for your site. These include Plain HTML, Search, Feedback Form, Survey, Headline Rotator, SiteMap, SiteCM Forum, Events Calendar, and QuickPolls

With the exception of QuickPolls and Headline Rotator, all the possible applications have the following steps outlines in the “Page Management” section to add a page of that application. In this section, a brief description of the page/component types will be explained, along with complete instructions for the QuickPolls and Headline Rotator applications.

Plain HTMLPlain HTML is the most basic of pages and is mainly straight content. The HTML Editor allows you to modify the content in an intuitive Microsoft Word like window. This editor allows you to control the content, date of launch, and organize the structure on your site. The steps in adding and editing a plain HTML page are identical to that detailed in the “Page Management” section of this document as there are no additional features associated with the Plain HTML page.

SearchA Search page allows users to search for content on your site. The steps in adding and editing a search page are identical to that detailed in the “Page Management” section of this document as there are no additional features that are user added associated with the search page. When the page is displayed on the website, the “Search Box” will be present to the person searching the site, although when the page is added, the “Search Box” is not visible to you.

Feedback Form

This application allows you to create a form which enables the web user to answer questions, and those answers will be e-mailed to you. The steps in adding and editing a Feedback Form page are similar to that detailed in the “Page Management” section of this document with the addition of the “Email” and “Fields” steps in adding and editing a “Feedback Form”.

To get to this page, follow the steps outlined in the “Page Management” section of this document, you will see that when adding or editing a Feedback Form that the two additional steps will be present.

Feedback Email Step

To enter the information that will appear in the email that will be received when a person submits feedback, the “Email” step of the Feedback Form Manager must be filled in:


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Field Description

* To Email The email address that the feedback will be sent to.

*Email Subject Line

The text that will appear in the subject line of the email. This is a mandatory field

*Email Type Dropdown that contains the email format options. You may choose either “Plain Text Email” or “HTML Email”

Email Body This field is similar to a mail merge in word. To insert what the user selects in their submission, type in the %Field Name%. For example, if you have a fields called Name, Email, Address you'd type in something like:%Name% has just submitted the following: Email - %Email%Address - %Address%

Thank You Message

This is the Message that is displayed to the User after they submit.


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After entering the email information, click on the “Next ” button located in the lower right side of the page or the “Save” button in the lower left of the page to commit the email information to the pre-launch save.

To return to the previous step, click the “ Previous” button, or to jump to any step in the process, click the appropriate tab in the upper navigation bar located along the top of the page.

To abort the addition of the information, click the “Cancel” button in the lower left of the page. A confirmation will appear:

Click the “OK” button to close the window without saving any of the changes you have made.

Click the “Cancel” button to return to editing the Feedback Form.

Feedback Fields Step

On this page, you can specify the fields and their associated information that you wish to be present on the Feedback Form. To add a field, click the “Add New Field” button below the listing of the field names:



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Field Description

* Rank The rank indicates the order that the fields will appear on the form to someone filling it out.

*Field Name The name of the field. The field name will appear as a label on the form

Mandatory This box should be checked if the person filling out the form is required to enter a value into that field in order to submit the form, for example if you are using the email address in the email sent after the form is submitted, you would want the email field to always have a value. If the field is optional, leave the box unchecked.

*Type The type of input you would like to use. The options for input include “E-Mail Address Box”, “Text Input” “Text Area”, “Single Selection Box”, “Multiple Selection Box”, “Checkbox” or “Radio Buttons”.

Values List of possible values for the field entered. For example, different options for a radio button would be entered here.

Delete If this box is checked on a field that is being edited, the field will be deleted. To not delete the field, leave this box unchecked.

Follow the same steps as described in the previous section, “Feedback Email Page” for step completion.

SurveyThis component option allows you to poll multiple questions to users and allows you to specify if you want users to see a tabulated result. The steps in adding and editing a Survey page are similar to that detailed in the “Page Management” section of this document with the addition of the “Survey Properties” and “Fields” steps in adding and editing a “Survey”.

To get to this page, follow the steps in outlined in the “Page Management” section of this document, you will see that when adding or editing a Survey that the two additional steps will be present as option in the upper navigation on the top of the page.

Survey Properties Step

To enter the options associated with the survey, click on the “Survey Properties” step of the Survey Manager must be filled in:


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Field Description

* Show Summary to User Yes/No dropdown whether you would like the user to see a summary of the survey after submission

*Max Response Per Person The number of responses each person can make. For unlimited responses, enter –1.

*Max Response Total The number of responses in total that can be made. For unlimited responses, enter –1.

*Closing Date The date that the survey will no longer be posted for responses.

After entering the survey properties information, click on the “Next ” button located in the lower right side of the page or the “Save” button in the lower left of the page to commit the email information to the pre-launch save.




Click the “Cancel” button to return to editing the Survey Pages.


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Survey Fields Step

On this page, you can specify the fields and their associated information that you wish to be present on the Survey. To add a field, click the “Add New Field” button below the listing of the field names:



Field Description

* Rank The rank indicates the order that the fields will appear on the form.

*Question A question you would like ask on the survey

Mand. This box should be checked if the person filling out the survey is required to enter a value into that field in order to submit the survey. If the field is optional, leave the box unchecked.

Type The type of input for the question you would like to use. The options for input include “E-Mail Address Box”, “Text Input” “Text Area”, “Single Selection Box”, “Multiple Selection Box”, “Checkbox” or “Radio Buttons”.

Answers List of possible answers to the question. For example, different options for a radio button would be entered here.

Delete If this box is checked on a field that is being edited, the field will be deleted. To not delete the field, leave this box unchecked.

Follow the same steps as described in the previous section, “Survey Properties Step” for completing the step.


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SiteMapThe site map application allows you to have a Hierarchical view of your navigation. The steps in adding and editing a SiteMap page are similar to that detailed in the “Page Management” section of this document with the addition of the “SiteMap Root” step in adding and editing a “SiteMap”.

To get to this page, follow the steps in outlined in the “Page Management” section of this document, you will see that when adding or editing a SiteMap that the additional step of “SiteMap Root” is also presented as an option in the upper navigation on the top of the page.

SiteMap Root Step

On this page, you select where you would like the site map to begin being generated from. This is the only additional step for the SiteMap page.

After entering the SiteMap Root, click on the “Next ” button located in the lower right side of the page or the “Save” button in the lower left of the page to commit the email information to the pre-launch save.




Click the “Cancel” button to return to editing the SiteMap Pages.


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SiteCM ForumSiteCM Forum is an Internet Bulletin Board component that allows website users to post their opinions, questions and replies about a certain topic, or create a new topic for discussion. A website user must register and/or login into a Forum before submitting a reply to any topic.

The steps in adding and editing a SiteCM Forum page are similar to that detailed in the “Page Management” section of this document with the addition of the “Forum” step in adding and editing a “SiteCM Forum”.

To get to this page, follow the steps outlined in the “Page Management” section of this document, you will see that when adding or editing a SiteCM Forum that the additional step of “Forum” is also presented as option in the upper navigation on the top of the page.

The “Forum” step allows you to add, edit and delete Forum information:

*Note that you will not be able to add forums until you have clicked save and have launched the page then gone back in to edit the page again.

Add New Forum Section

To add a new forum section to your forum page, fill out the following fields in the Add New Forum section at the top of the page. You are presented with the following fields to fill out:


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Field Description

* Forum Name Enter the Forum Section name

*Forum Description Enter a description of the Forum Section that indicates what type of forum it will be.

After entering the Forum information, click on the “Add New Forum” button located in the lower right side to commit the new forum to the pre-launch save The new Forum will then be added to the “Forum Details” listing section of the page.

To reset the form, click the “Clear Form” button.

Forum Details

This “Forum Details” section lists the forums that have already been added through the Forum Discussion Manager. To edit Forum details, select the Forum name from those listed in the Forum Details listing. The “Amend Forum Details” page will then appear:


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Field Description

* Forum Name Enter the Forum Section name

*Forum Description Enter a brief description of the Forum Section that indicates what type of forum it will be.

Password If you want this forum category password protected place the password here

Lock Forum Temporarily Lock the forum if you don't want anyone posting or editing messages (may be useful for maintenance)

After editing the Forum information, click on the “Amend Forum” button located in the lower middle of the page to commit the edited forum information to the pre-launch save.

To reset the form, click the “Clear Form” button. This will reset the Forum data to the original values.

After entering the Forum, click on the “Next ” button located in the lower right side of the page or the “Save” button in the lower left of the page to commit the email information to the pre-launch save.




Click the “Cancel” button to return to editing the Forum Pages.


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Events CalendarThis allows you to create a calendar of events Page. The users will be able to show different months and view details of a specific event.

The steps in adding and editing a Events Calendar page are similar to that detailed in the “Page Management” section of this document with the addition of the “Forum” step in adding and editing a “Events Calendar”.

To get to this page, follow the steps in outlined in the “Page Management” section of this document, you will see that when adding or editing an “Events Calendar” that the additional step of “Events” is also presented as option in the upper navigation on the top of the page.

The “Events” step allows you to view, add, edit and delete events on an Events Calendar:

Click on the month’s name to view the Events for that particular month:


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Events Calendar Event Page - Add

To add a new event, click on the “Add New” button located under the month’s event listing. The “Events Details” page will then appear:



Field Description

* Title The title of the event.

Event Location The location of where the event is to take place.

*Event Description A brief description of the event.

*Start Date The start date of the event.

End Date The end date of the event.

URL The URL link to further details on the event.

After entering the Event’s information, click on the “Update” button located in the lower left side to commit the new forum to the pre-launch save The new Event will then be added.

To exit without editing the event, click the “Cancel” button. You will return to the Events starting page and your event will not be added.


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After all the Event’s information is entered, click on the “Next ” button located in the lower right side of the page or the “Save” button in the lower left of the page to commit the email information to the pre-launch save.




Click the “Cancel” button to return to editing the Events Calendar Pages.

Events Calendar Event Page – Edit

To edit an event, click on the month that contains the event that you would like to edit, the even should then appear in the listing. Click the appropriate Event’s “edit” link to display the “Event Details” page populated with that event’s information. When the “Event Details” page has been populated, make the required changes while following the instructions listed previously to add the event.

QuickPollsThis is a Page Component that takes asks a Question and allows for feedback from the User. QuickPoll pages are one of the two types of pages that do not follow the standard method of adding a page to a site. QuickPolls have only a two-page process, including “Properties” (which is slightly different from the standard properties page) and “Questions”

To get to this page, follow the steps in outlined in the “Page Management” intro to the “Add Page” section of this document, selecting the QuickPolls option.


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QuickPolls Properties



Field Description

*Quick Poll Description

A brief description of the poll

Activation Date The date on which the quick poll will be visible to those browsing the site

De-Activation Date The date on which the quick poll will no longer be visible to those browsing the site

Suspend Quick Poll Section

After entering the QuickPoll’s information, click on the “Save and Edit Questions” button located in the lower middle or the “Next ” link in the lower right to commit the new QuickPoll to the pre-launch save. This will take you to the “Questions” page of the QuickPolls manager:


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QuickPolls Questions



Field Description

*New Question The question that you would like to ask for your QuickPoll

After entering the QuickPoll question, click on the “Save New Question” button located in the right of the text box to commit the new question to the pre-launch save The new Question will then be added.

To exit without adding the question, click the “Cancel” button. The New Question text box will be removed and your new question will not be added.

Once you have completed entering the QuickPoll information, click on the “Next ” button located in the lower right side of the page or the “Save” button in the lower left of the page to commit the email information to the pre-launch save.




Click the “Cancel” button to return to editing the QuickPoll Pages.


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Headline RotatorThis rotates content and allows to link to a page

The Headline Rotator pages are one of the two types of pages that do not follow the standard method of adding a page to a site. The Headline Rotator addition is a two-page process, including “Properties” (which is slightly different from the standard properties page) and “Headlines”

To get to this page, follow the steps in outlined in the “Page Management” intro to the “Add Page” section of this document, selecting the Headline Rotator option.


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Headline Rotator Properties

When you are adding a headline rotator, you are first presented with the “Properties” page:



Field Description

*Headline Description

A brief description of the headline

*Width The width of the headline rotator area

*Height The height of the headline rotator area

*Activation Date The date on which the headline will be visible to those browsing the site

De-Activation Date The date on which the headline will no longer be visible to those browsing the site

Suspend Headline Section


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Headline Rotator Headlines



Field Description

*Headline The text that will appear for the headline being entered.

Effective Date The date on which the headline will be visible to those browsing the site


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Expire Date The date on which the headline will no longer be visible to those browsing the site

*Brief Description A brief description of the individual headline being entered

Active Check this box if the headline is currently available in the rotation. – If the Active box is not checked, the headline will not appear in the rotation to a person viewing the site.

After entering the Headline, click on the “Save ” button located in the right of the text box to commit the new question to the pre-launch save The new Headline will then be added.

To exit without adding the question, click the “Cancel” button.

Once you have completed entering the Headline information, click on the “Next ” button located in the lower right side of the page or the “Save” button in the lower left of the page to commit the email information to the pre-launch save.




Click the “Cancel” button to return to editing the Headline Pages.


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Link to PageThe Lin k to Page option allows you to link either to an external web site or a document within your site. This is useful if you want to have a page in more than 1 location on your navigation. The process for adding a ‘Link to Page’ page is quite similar to the basic page addition process, except that the ‘Content’ step is missing and the ‘Properties’ step in the process is different:



Field Description

*Type The type of link being used.

An internal type would be an .htm page that has already been entered through content management or a custom page set up on the site.

An external page would be one that is being linked to outside of the site, in the case that you would like to provide a reference for people browsing your site, on a different site.


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*URL The URL of the link being used.

Note that of you are linking to an external site to use the full address – ex.: ‘http://www.sitename.com/information.asp’

* Page Title The title of the page being entered

*Page Filename The filename reference for the page being entered. NOTE: the page filename must end with the .htm file extension, otherwise an error will be generated when trying to save the page.

Activation Date The date that the page will become active on. The Activation Date is defaulted to the current date. This feature of having the option to enter content then not have it visible on the site can come in very useful when dealing with particular release dates of content.

De-Activation Date The date that the page will be no longer active on. The De-Activation Date is defaulted to 20 years from the current date. This feature of having the option to automatically make content no longer visible is useful when dealing with content that is no longer useful after a particular time period.

Suspend Page Check this box if you wish to retain the page, but would like to temporarily make it unavailable for viewing for a period of time.

Once you have completed entering the link properties, click on the “Next ” button located in the lower right side of the page or the “Save” button in the lower left of the page to commit the email information to the pre-launch save.



Click the “Cancel” button to return to editing the Headline Pages.


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Page Management

SiteCM pages section allows you to manage web content on your website. To get to the “Page Editor” section, click on the ‘Pages’ link on the SiteCM Manger’s menu. The “Page Editor” start page is pictured below:

From here, a new page can be added, existing pages can be edited and deleted.


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Add Page

The Add a Page to the website, click the ‘Pages’ link on the SiteCM manager menu. Once on the “Page Editor” start page, click the ‘add a new page’ button in the upper left side of the screen. The will cause the following window to open where you may choose which type of page you would like to create:

The options include Plain HTML, Search, Feedback Form, Survey, Headline Rotator, SiteMap, SiteCM Forum, Events Calendar, and QuickPolls. The applications available to you will depend on the license that you have purchased.

With the exception of QuickPolls and Headline Rotator, all the possible applications have the following steps in order to add a page of that application. QuickPolls, Headline Rotator and the applications with additional steps to adding them will be explained after the standard steps of Content, Properties, Permissions, Navigation, and Save. For a description and instructions detailing the different types of pages, see the section entitled “Page Types”.


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Step 1 – Content

The first step of the page addition process is the entering of any content that may be present on the page itself when it is viewed:

*Note that at any time while you are entering page information, you can click on the navigation at the top of the page to return to previous steps or edit a step that has already been completed.

This content area is an RTF Editor with options to insert images and applications as well as for formatting the typed text. You can also enter content using HTML commands directly by checking the “Use HTML to create your page” checkbox in the bottom left of the screen. For further details on the RTF/HTML editor tool bar features, see the section titled “RTF/HTML Toolbar”. After entering the content, click the “Next ” link in the lower right side of the screen to proceed to the next step.


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Step 2 – Properties

The second step of the page addition process is the entering of properties of the page:

You are presented with the following fields to fill out:* Denotes required field

Field Description

* Page Title The title of the page being entered

*Page Filename

The filename reference for the page being entered. NOTE: the page filename must end with the .htm file extension, otherwise an error will be generated when trying to save the page.

Activation Date The date that the page will become active on. The Activation Date is defaulted to the current date. This feature of having the option to enter content then not have it visible on the site can come in very useful when dealing with particular release dates of content.

De-Activation Date

The date that the page will be no longer active on. The De-Activation Date is defaulted to 20 years from the current date. This feature of having the option to


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automatically make content no longer visible is useful when dealing with content that is no longer useful after a particular time period.

Suspend Page Check this box if you wish to retain the page, but would like to temporarily make it unavailable for viewing for a period of time.

Show in Search

Check this box if you would like to appear as a result of a search page on your site.

Show in Site Map

Check this box if you would like to appear on a site map of your site.

Show Documents

Check this box if you would like documents associated with the page through the documents section of the manager to appear.

After entering the Page Properties, click the “Next ” link in the lower right side of the screen to proceed to the next step. Or you can return to the “Content” section of the ‘Add Page’ process by clicking on the “ Previous” link, also in the lower right side of the screen.


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Step 3 – Permissions

The third step of the page addition process is the entering of permissions for the page:

Here you can select what members have access to the page being entered by specifying the read or no access permissions. This feature is only available on sites that have “Memberships” enabled. Because Membership is not enabled on this site, the option to assign permissions is not available, although you can assign ownership of the page to another user. You would assign ownership if you were entering content into the site, but wanted someone else to have full control over editing and deleting the page. To do this, select the appropriate user from the ‘Assign to:’ drop drown field.

After selecting the Page Permissions, click the “Next ” link in the lower right side of the screen to proceed to the next step. Or you can return to the “Properties” section of the ‘Add Page’ process by clicking on the “ Previous” link, also in the lower right side of the screen.


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Step 4 – Navigation

The forth step of the page addition process is the entering of navigation for the page:

You are presented with the following fields to fill out:* Denotes required field

Field Description

* Navigation Title

The title that will appear in the menu navigation.

*Rank The ranking indicating where in the list of items in the navigation that this particular item will appear.

Location Where the navigation title will appear to a person browsing the site.

Note that if a location is not selected that the page will become an “Orphan”. This means that the page’s Navigation Title will not appear in the menu.This may be desired if you do not wish the person browsing the site to be able to navigate directly to the page through the menus, but you would like to create


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a link from a different page to it.For example, you may wish to have a page that

After entering the Page Navigation items, click the “Next ” link in the lower right side of the screen to initial the saving of the page. Or you can return to the “Permissions” section of the ‘Add Page’ process by clicking on the “ Previous” link, also in the lower right side of the screen.

Edit PageTo edit an existing page, click on the ‘Pages’ link from SiteCM Manger’s menu. The listing of menus will be displayed in the upper right side of the page. Click on the “Menu” listing option for where the page resides from the “Page Editor” start page. Once the “Menu” has been selected, all pages within that menu will then be listed in the “Pages” listing below the “Menu” listing. Select the page you would like to edit from the “Pages” listing. This will populate the “Page Properties” listed to the left of the “Pages” listing.

If the “Page Properties” are all that is required to be edited, changes can be made to the information that has been populated in the area, then by clicking the “Save Changes”, the changes will be committed. If further changes are required, the Page Properties, Content, Navigation, and Permissions can be accessed by clicking on either the “Edit Page” button located below the “Page Properties” or by clicking on the “Page Content Editor” button to the right of the “Page Properties”. All information available for changing is indicated in the previous section “Add Page”, further details can be found there.

At any time that you are finished making the required changes, you can save your changes and exit by clicking the “Save” button in the lower left corner of the screen.

If you choose to abort the editing process, you can exit without making your changes by clicking the “Cancel” button in the lower left corner of the screen.

Delete PageTo delete an existing page, click on the ‘Pages’ link from SiteCM Manger’s menu. The listing of menus will be displayed in the upper right side of the page. Click on the “Menu” listing option for where the page resides from the “Page Editor” start page. Once the “Menu” has been selected, all pages within that menu will then be listed in the “Pages” listing below the “Menu” listing. Select the page you would like to delete from the “Pages” listing. This will populate the “Page Properties” listed to the left of the “Pages” listing.

To delete the page you can either click on the “x delete” button at the bottom of the “Pages” listing or click the “Delete Page” button at the bottom of the “Page Properties” listing.


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When either button is clicked, a confirmation box will appear asking to confirm the deletion of the page:

To confirm the deletion, click the “OK” button and the page and it’s information will be deleted. The page will then be deleted and you will be returned to the “Page Editor” starting page.

*Note that is you delete a page that has children pages, the children will become “Orphan” pages, meaning that they still exist but that the hierarchy above then is no longer present and the navigational path will be broken. It is of good practice to relocate the children of a page before deleting it.

To abort the deletion of the page, click the “Cancel” button. The page will not be deleted and you will be returned to the “Page Editor” starting page.


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RTF/HTML Tool Bar

Using the toolbar in the RTF/HTML editor, you can complete most of the functions that you need to create a web page. By moving your mouse pointer over the icons you will get tool tips displayed to help you remember their function. The following section introduces you to each function.

Editing tools

These icons resemble your word processor both in look and function. You can also use keyboard shortcuts. We address them here left to right.

Cut: (Ctrl+X) This functions the same way as it does in word. Highlight the text you want to cut and click the button. You can cut from your page manager into Microsoft word if you want. You can also cut and paste between pages in your site just remember to save the changes by using the button at the bottom of the page if you want the changes to take effect. After you have pasted and saved the changes we recommend checking the live versions of the source and final pages to make sure the changes are reflected properly.

Copy: (Ctrl+C) Highlight the content you want to copy and press the button or use the keyboard shortcut. Move your cursor to the entry point of the clipboard content and select “Paste”. If you want to paste the copied content onto another page, and you have done no other changes to your page, there is no need to save your changes before moving to the destination page and pasting.

Paste: (Ctrl+V) Functions the same was as it does in word. You can also use this to paste from your word processor or other source material. You cannot copy and past in images.

UNDO: There is no UNDO button at this time. If you need to reverse changes to your page you can use the keyboard shortcut Ctrl+Z. Depending on the setting on your computer you might be able to undo several levels of changes. You can also leave the page and revert to your last saved copy by simple selecting “Pages” from the SiteCM menu or using your browsers “Back” button and then re-entering the page.

Paragraph Formatting

Selecting “Paragraph” from the RTF Editor window generates a pop-up menu that appears in the text area frame and allows you to select the paragraph style. This resembles the functionality of the Style command in MS Word. It affects the formatting of the entire paragraph your cursor is in when you select the menu. The formatting stays in effect on your text until you hit “Return” or “enter” to start a new paragraph. All paragraphs start as style “Normal” by default. Pressing “enter” automatically adds a blank line between each paragraph. To maintain the style you can select “Shift + Enter to start a new line without starting a new paragraph or without adding a blank line. The styles have been determined during the design phase of your site and are part of the Cascading Style Sheets. The designer has selected fonts that complement each other and the overall design of your site. They are named after HTML programming conventions H1 to 6, Normal and Pre-formatted (Courier or


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mono-spaced for text where vertical alignment has been determined by tabs and spaces). The image below shows the Paragraph selection menu.

To cancel or close the menu, click the “X” in the top right corner of the blue menu box.

Note: The Paragraph styles that appear in the pop up window do not reflect the way the style will appear on your site. Check the results in your browser after saving.

Font Style

The font style menu appears in much the same way as the Paragraph Style menu we just looked at. It allows you to select from some common fonts to change the look of your content.

Font style works differently from Paragraph style as the change is only implemented on the text you select. To change the font style, use your mouse to select the text you want to change and the select “Font: from the RTF menu. One the pop up appears select the style you want to apply. Unlike your word processor, it is not recommend to change the font style as you enter in content.


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NOTE: while there are literally thousands of available fonts, very few are available for a majority of computer users. The fonts available from this menu give you a selection that are widely available but we cannot guarantee that they will be available to all users so you should use them sparingly. Good design uses font changes sparingly. A good rule of thumb is to use no more than 3 fonts on a page. We recommend that you use Bold or Italic text, or use varying font sizes of the “Normal” font face to draw attention to your content. The various Paragraph Styles all use different presentations within one font family.


Font Size

Selecting font sizes works the same way that the Font Style menu works. The size will be applied to the content that you highlight with your mouse cursor. The numbers that follow the fonts represent HTML code font sizes and are not related to design point sizes that you might be familiar with. By default, don’t size 3 is the default font size. A user can reset their browser to display your site with all large fonts if they have poor eyesight



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Font Variants

You can alter the presentation of the font by selecting the buttons for either Bold, Italic, Underline. A user can apply changes to their font in one of three ways

1. highlighting the text and selecting the button,

2. selecting the button, typing their content then selecting the button again to turn it off. Unlike your word processor, the button does not remain visually “selected” (pressed) once you move your mouse off the button.

3. You can use the standard word processing keyboard shortcuts while you are typing or after highlighting the text you wish to change (Ctrl+B, Ctrl+I, Ctrl+U)

Note: Because of the standard of underlining links from the early days of the Web, underlining is not a common form of font modification on the web. It tends to make users think that the text in question is a link.

Alignment

Alignment is applied to the whole paragraph that you are working in when you apply the style just like your favourite word processor. Paragraphs can be centered, Left or right justified. The web has no equivalent of full justification.

Numbered & Bulleted Lists

Numbered and bulleted can be used to organize lists of items. To add bullets or numbers, click the

appropriate (for a numbered list) or (for a bulleted list).

Indent

You can increase and decrease a paragraph’s left indent by using the “Indent” keys on the formatting toolbar. To use the indent feature, select the paragraph you would like to change, then click on the

appropriate to increase or decrease the indent of the paragraph.


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Horizontal Rule

The Horizontal rule inserts a bar across your page. To insert a horizontal rule, click where you want to insert the line then click the button.

Link

Type in the web (URL) address of the site. Example: www.mwsolutions.comHighlight the text you just typed. Click the ‘Insert Link’ icon on the toolbar. In the first box, select either ‘Same Window’ or ‘New Window’. In the second box, if it is an external website select http:// from the drop-down box. In the third box type in the URL of the website you want the link to go to. Click Insert.

Bookmark

A bookmark is kind of like a Table of Contents that links to somewhere else on the page. I sent you the HTML code to do that earlier, we have just made it easier to do it now.

Instructions to use:

1) In the HTML Editor highlight the text or image where you want the bookmark to be (usually further down the page)

Click on the icon that looks like a bookmark - enter the name of this bookmark

2) In the HTML Editor highlight the text or image that you want to link to the bookmark you just created

Click on 'hyperlink' icon (finger over orange button) select same window, select local page, enter the file name of the current page plus a forward slash then the pound(#) sign then the bookmark name. example: bookmarkpage.htm#bookmark1

3) Save page normally

The Local Page option in the hyperlink menu in the HTML editor is so you can easily do the bookmark as described about OR you can create a link that opens up another page on your own site.

Instructions:

1) Highlight the text you wish to link to the other page on your site.

Click the 'hyperlink' icon select same or new window, select local page then enter the directory and/or file name of the page you wish to link to example: callcentre/index.htm

2) Save page normally


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http://www.mwsolutions.com/

Table

A table can be useful in organizing information for display. To create a table, click where you would like the table to be created then click the table insertion button from the HTML/RTF toolbar:

Enter the number of rows and columns that you would like to appear in your new table. Click then ‘Insert Table’ button. The table layout will then be present on the page.

Insert Image

Images can be inserted onto a page by selecting the from the HTML/RTF toolbar. To insert an image that has already been uploaded through the “Image Gallery”, click the “Insert Image” button from the HTML/RTF toolbar. The available image categories will appear:


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After selecting the image category whose images you would like to browse, you will be presented with the description, height, and width for those images:

After selecting one of the images, it will be displayed for verification purposes. Click on the image to insert it onto your page.


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* Note: Do not use the mouse handlers in the HTML Editor window to adjust the image size or position - use the align icons to move the image.

When an image is resized or moved using the mouse handlers in SiteCM HTML Editor a special style property is inserted into the image tag. Netscape 4.7 does not recognize the image style tag and therefore just floats the image 'somewhere' and adjusts the text around it 'somehow'.


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Text Color

You can change the color of text that appears on your pages. To change the color of the text, select the text that you want to change then click on the Text Change button in the HTML/RTF toolbar:

Using the mouse, hover over the color palette to preview color options. When you have decided on the color that you would like to change the test to, click on the area where that color appear. The text will then be that color.

Drop in Application

To drop in an application, click on the Drop in Application button in the HTML/RTF toolbar:

Select the adjacent ‘Insert’ link to drop in the corresponding application.


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