UW WEB CONTENT
MANAGEMENT SYSTEM
(CASCADE SERVER)
– LEVEL 1 –
Information Technology
Presented By:UW Institutional Marketing and IT Client Support Services
UW CONTENT MANAGEMENT SYSTEM
TABLE OF CONTENTS
Recommendations/Notes...2
Additional Resources...2
Overview of CMS Interface...3
CMS Training | Level 1 ...4
Log into the Cascade system ...4
Navigate to the train account...4
Creating a new folder ...5
Uploading files...6
Uploading Multiple files ...8
Creating new pages ...10
Creating Hyperlinks ...14
Inserting an image ...16
How to edit and resize images...17
Publishing Your Site...19
Using the University of Wyoming Photo Database...19
Ordering Photos...19
RECOMMENDATIONS/NOTES
• The Content Management System (CMS) can be used on PC or MAC. o Operating Systems and Browsers must be up-‐to-‐date. o Firefox recommended.
• Working from off campus-‐-‐use WyoSecure to log onto the CMS site:https://wyosecure.uwyo.edu • Any CMS questions or issues can be directed to:
o Send an email to:[email protected]
o Call 766-‐4357 (766-‐HELP)
o http://www.uwyo.edu/infotech/services/helpdesk/
ADDITIONAL RESOURCES
OVERVIEW OF CMS INTERFACE
1. Site Dropdown – use this to select the site you want to edit.
2. Main Menu bar – this menu housing the tools to create and edit pages, files, and folders.
3. Side Bar/Site Tree – This area shows all pages, folder and files in a site. + and – symbols can be used to expand folders. 4. Account Links – Shows username, settings, and the log out button.
a. * Make sure to logout at the end of the work session. If the browser is simply closed, the user is still logged on. If the user does not log out, it creates a security issue (if on a shared machine) and maintenance issue (in case the systems group needs to reboot the server, etc.)
b. * The system will automatically log out a user after 60 minutes of inactivity.
5. Work Area – The work area displays the dashboard and the input fields used to edit all assets. 6. History – shows recent files the user worked on.
7. Messages – shows all publish logs in the CMS, these can be sent [email protected] an issue occurs. 8. Stale Content – Shows all content that has not been updated within the last 60 days.
CMS TRAINING | LEVEL 1
LOG INTO THE CASCADE SYSTEM• On Campus:https://cmsdev.uwyo.edu:8443/login.act
• Off Campus: login to the UW Secure Portal athttps://wyosecure.uwyo.edu o Once logged in, click the link for the CMS Development
NAVIGATE TO THE TRAIN ACCOUNT
CREATING A NEW FOLDER
• In the main menu bar, click New – Default – Folder
• The work area will populate with the fields shown below. o System Name is what the URL path will be.
§ This should never contain capitals or spaces (use dash instead).
o Select the parent folder ( [/] indicates that the file will be created under the base folder)
§ Parent folder is the folder the new asset will appear under. For instance, if you wanted to create an images folder inside the _files folder, you would select _files as the parent folder.
o Leave Metadata set to default.
• When creating the _files folder, deselect the ‘Include when Indexing’ checkbox.
If this checkbox is selected, the folder will show in the navigation section on the web page
• Click the Metadata tab
• Add a Title to the folder
o The title will be how the folder appears in the left hand navigation. Leaving this field blank will result in the system name being used for the left hand link.
UPLOADING FILES
It is best to load files into the _files folder before creating pages. 1. Click on the _files folder.
2. Select New – Default – File to open the file upload window.
3. Click Browse and locate the file you want to upload from your machine.
4. Select the file you want and click upload/open.
6. The System Name will automatically update to the name of the file. The name can be changed, but must follow these guidelines:
a. No spaces – dashes can be used instead b. No capitalized letters
c. The file must end in the proper extension (.jpg, .gif, .png, .docx, .pdf)
i. If the file name does not have its correct extension, the CMS will give you errors.
d. It is highly recommended that the file name be short and make sense to users who will have access to the site. 7. Click Submit at the bottom of the screen to save the file.
8. Publish the file before linking to them (See page 19 for instructions on publishing). UPLOADING MULTIPLE FILES
To upload a large number of images or documents, the quickest way to do so is to create and upload a compressed (zipped) folder. To accomplish this:
2. Right click on one of the images you've selected, and select Send to, then Compressed (zipped) folder. A folder similar to the one seen below will be created:
3. Go to the CMS, open the _files folder, and select the appropriate subfolder where the uploaded files will reside. Then, select the Tools menu, Zip Archive:
6. Once your zip file is successfully uploaded, the list of files uploaded will be displayed.
7. Your zipped files are now available for use on the site. Make sure to publish the files before linking to them. (See
page 19 for instructions on how to publish.)
CREATING NEW PAGES
• Click New – Default – Page.
• Select the Content Type link to select the Template to use for the page, and then click Browse.
o On the Content Template page, select the www.uwyo.edu from the drop-‐down menu to see all the templates available on the UW site.
• Select the ‘2 Column Page’ for the Content Type.
o For a list of templates and suggested template use, check out the UW Web style guide at:
http://www.uwyo.edu/web/manuals/
• Enter the Display Name
o The Display Name should begin with a keyword or phrase that indicates what the topic of the page is. o Followed by “| Department Name | University of Wyoming”.
§ The “|” symbol is called a pipe-‐bar, and can be used by holding shift and hitting the “\” key, above the enter/return key on your keyboard.
o The Display Name will show in search engine results. Each page on your site should have a unique Display Name.
• Enter the Title
o The title should be the same as the keyword or phrase used in the sentence (the information before the first pipe-‐bar, in this example the title will be “Alumni and Development”).
• If the “Display Logo” option states “Yes”, select “No.” This will turn off the required fields so you can submit the page. • Click the Submit button.
• In the User Metadata section, enter a brief (~100 characters) description that provides someone with a clear idea of the contents of the page. Each page on your site should have a unique description.
• Next, select the Content button under Edit.
• Enter the Section Title
o The Large Title should be consistent on each of the pages. This populates the masthead on the webpage. o On your homepage, the Small Title should include the name of your college or parent division.
o On other pages, you may use the large title for the name of other programs within your department, but you must always keep your department name in the Small title field.
Once the content has been pasted, some formatting fixes will need to be done. • The first headline on every page should be formatted as Heading 1 style. • Sub-‐headings should be formatted as Heading 2, 3, 4, 5, or 6 styles. • The text in your content should be formatted as Paragraph style. • Any bulleted lists should be re-‐applied in the content editor.
Heading 1 and Heading 2 styles are picked up by search
engines
Content of your page must be compliant with the Americans Disabilities Act. To learn how to make your content compliant, please read UW’s ADA guidelines for CMS websites at:http://www.uwyo.edu/web/manuals/
CREATING HYPERLINKS
There are four types of hyperlinks that you can create using the CMS: 1. Links to email addresses
2. Links to documents 3. Links to an internal page 4. Links to an external page
If you’re linking to an internal page or a document select the internal tab in the pop up window.
Click on the ‘search’ link and navigate to the page or uploaded file that you want the text linked to. For internal links, always keep the Target as “Same Window.”
Optional: You can enter a brief description of what you’re linking to in the Title field; this text will be seen when a cursor
hovers over the link.
If you’re linking to an external page, paste the full URL of the page in the Link field. (Be sure to include the http:// or https:// of the URL).
In the Target drop down menu select same window if you want the page to which you’re linking to replace your current page, or new window if you want the page to which you’re linking to load in a new window. Select insert, submit your page and test the link in the page viewer.
This will open the Insert/Edit Image window (similar to the hyperlink window prior). Click the search link, then click browse. In the dialog box that appears, navigate to the image you would like to insert, then click confirm.
• You can also upload images on the fly using the upload button in the menu bar.
After clicking confirm, you will be returned to the “Insert/Edit image” dialog box. Fill out the Alternative text.
Alternate text must be entered; it is not recommended to use the width/height settings here – use a photo editor instead. • Alternative text is required for ADA compliance.
• Alternative text short is a brief (100 character or less) description of the photo.
• For more information on ADA compliance, check out UW’s ADA guidelines for CMS websites at:
http://www.uwyo.edu/web/manuals/
1. Click the image you want to alter from the site tree and select Edit.
2. You will now see the options to change the dimensions of the image, rotate the image clockwise or
counterclockwise, flip the image vertically or horizontally, and crop the image.
3. Be sure to keep the Maintain Aspect Ratio option engaged, so as not to warp your photo when
resizing.
on:
off:
4. Once you've made the necessary changes, select Submit. You will also need to publish the image
for the changes to be visible on the live site. (See page 19 for instructions on publishing).
Specified Dimensions on the UW Site
Some images on the UW CMS must be a specific dimension to display properly.
Image Location/Type Size Specification
PUBLISHING YOUR SITE
Once your site is ready to be published, first ensure that all updates have been submitted. 1. Select the Publish tab
2. Best practice is to first publish your site to webdev.uwyo.edu to test it before uploading it to the live site. a. To do this, select only DESTINATION-‐ WEBDEV-‐SITENAME as the destination,
b. Select the checkbox “Generate a publish report message” and the Publish option. c. Click submit. The site can be reviewed by visiting http://webdev.uwyo.edu/sitename. 3. After review of the development site, Publish the site again, this time:
a. Select the checkboxes for DESTINATION-‐ WEBDEV-‐SITENAME and DESTINATION-‐WWW-‐SITENAME b. Click the Submit button -‐ the website is now live on the www.uwyo.edu site.
1. Login to the Photo Database athttps://www.uwyo.edu/uprphotos/
2. Use the dropdown menus across the top of the screen to locate photos in the database that fill your needs.
5. Select For Web for each of you photos, type the name of your website in the field that asks What publication will you be
using these photos for, select your department or division from the list, and click Send Photo Request.
6. You will receive an e-‐mail when your photo request has been fulfilled. 7. To retrieve your photos from your cart:
-‐ Windows users: \\warehouse\uprphoto$\upr\users\yourusername
-‐ Mac users: smb://warehouse.uwyo.edu/uprphoto$/upr/users/yourusername
