Presentation Transcript

1. Sodexo CMS BasicsHow to create a webpage

2. Housekeeping Mute your line when in a noisy room (press *6) Ask questions anytime (press #6) Be ready to do exercises page 2
3. What is Tridion CMS? Building Blocks Inside CMS How to create a page Multimedia Site Edit Maintenance Blueprinting Quiz AGENDA Sodexo CMS - How to create webpages
4. What is Tridion CMS Why Tridion Requirements 1 Sodexo CMS - How to create webpages
5. What is CMS?Tridion CMS Overview Requirements Content Management System (CMS) A program that allows you to manage web based content Stores parts of a page in separate places Tridion also provides management of page layouts Tridion CMS Advantages ( Why Tridion?) Web based access Allows you to focus on content, not design Share content globally or within a country Quick website development Flexibility in language, content, website colors, and other features Preview pages before going live
6. Requirements Requirements for using Tridion CMS Internet Explorer 8 or 9 Make sure IE settings are right (see CMS Library >> Download) Login Sodexo Tridion web address https://www.sodexhocms.com Support cmssupport.group@sodexo.com
7. Building Blocks Parts of a webpage Page vs. Content 2 Sodexo CMS - How to create webpages
8. Inside Tridion CMSSodexo Tridion training Page Building Blocks A webpage has many parts. Each part is saved in its own folder.
9. Inside Tridion CMSSodexo Tridion training Page Building Blocks Content Page Template
10. Building a WebpageSodexo Tridion training Page Building Blocks Page Template Contains look and feel of whole site Always looks the same – you never have to worry about it Built into the system Always empty when started
11. Building a WebpageSodexo Tridion training Page Building Blocks Content Added to a page in blocks Mix and match
12. Building a WebpageSodexo Tridion training Page Building Blocks Content Added to a page in blocks Mix and match Change order or positions of blocks (with restrictions)
13. Building a WebpageSodexo Tridion training Page Building Blocks Content Added to a page in blocks Mix and match Change order or positions of blocks (with restrictions) Reusable
14. This is an example of a component. When published: Building a WebpageSodexo Tridion training Page Building Blocks Content Added to a page in blocks Mix and match Change order or positions of blocks (with restrictions) Reusable Saved in Tridion using a form (component) Styles are added to published pages
15. Inside CMS Parts of the Content Manager Send Link by Mail Add to Favorites Publishing Process Overview 3 Sodexo CMS - How to create webpages
16. Inside Tridion CMSSodexo Tridion training Inside CMS 1 3 4 2 5 1 Location Bar 2 Navigation Tree 3 Toolbar 4 Working Area 5 Context menus Sodexo CMS - How to create webpages
17. Inside CMS Publication Contains items you need to create a website There are many publications. You will only see a few publications. Example: 05C CCIS Inside each Publication: Yellow Folders Structure Groups (pink folders) Others Sodexo CMS - How to create webpages
18. Inside CMS Folders To organize your content Does not affect the way pages show on your website Contains: Data components Text Links Multimedia components Images (gif, jpeg) PDF Flash Video Sodexo CMS - How to create webpages
19. Inside CMS Structure Groups Used for storing and organizing Pages in CMS Represent website navigation Sodexo CMS - How to create webpages
20. Website Building a WebpageSodexo Tridion training Page Building Steps Publication CMS is separate from the website. Tridion Sodexo CMS - How to create webpages
21. Folders Website There are yellow and pink folders in each Publication. Building a WebpageSodexo Tridion training Page Building Steps Publication Structure Groups Tridion Sodexo CMS - How to create webpages
22. Folders Component Page Website Component Template To create a page: Create a Component Select a schema & enter your content Create a Page Choose a Page template Add component(s) & select Component Template Publish to website Page Building Steps Publication Structure Groups Tridion Sodexo CMS - How to create webpages
23. To create a page Create Component Create page and add components Publish 4 Sodexo CMS - How to create webpages
24. Component Component Template Data Schema Health Care Arial 12, blue Title Banana Image Image = center, no border Content Presentation
25. SchemaSodexo Tridion Training Creating a Component What is a Schema? Space for data Ensures that all content of the same kind have consistent structure Survey: News Article: Sodexo CMS - How to create webpages
26. Step 1 – create component News PDF Video To create a page Sodexo CMS - How to create webpages
27. FMS Cards News PDF Video News News Components Component – container for content (text, images, files, etc.) Each component requires: Schema Name – must follow the naming convention 1 or more content fields depending on the schema or content type page 27
28. Components see more SodexoNet schemas Sodexo CMS - How to create webpages
29. Components see more CCIS schemas 29 – Sodexo CMS - How to create webpages
30. Creating a Component Step 1 Sodexo CMS - How to create webpages
31. Creating a Component Step 2 Sodexo CMS - How to create webpages
32. SchemaSodexo Tridion Training Creating a Component What is a Schema? Space for data Ensures that all content of the same kind have consistent structure Survey: News Article: Sodexo CMS - How to create webpages
33. Creating a Component Step 3 Sodexo CMS - How to create webpages
34. Creating a Component Step 4 Sodexo CMS - How to create webpages
35. Step 2 – create page To create a page Sodexo CMS - How to create webpages
36. Creating a Page Go to the Structure Group where the Page will be saved Click Sodexo CMS - How to create webpages
37. Creating a Page Sodexo CMS - How to create webpages
38. Creating a Page Sodexo CMS - How to create webpages
39. Creating a Page If published, you will see an empty page Sodexo CMS - How to create webpages
40. Creating a Page Required fields Name – should start with a 3-digit number File name – no spaces/special characters (*/+_#@) Page Template (defines type of page) Sodexo CMS - How to create webpages
41. Creating a Page To add content, click on the Component Presentations tab Click on the Insert button Sodexo CMS - How to create webpages
42. Creating a Page Add Components: Select Component (content) Select Component Template (layout) Click on Insert When finished click on Close 1 2 3 4 Sodexo CMS - How to create webpages
43. Creating a Page You now have a page with Content Sodexo CMS - How to create webpages
44. Creating a Page When published, this is how a page can look Sodexo CMS - How to create webpages
45. Step 3 – Publish Publish now Publish later To create a page Sodexo CMS - How to create webpages
46. Publishing Overview Items must be published to a website Published items cannot be deleted Can schedule publishing / unpublishing Publishing Queue shows publishing states Sodexo CMS - How to create webpages
47. Publishing 1 Right-click the Page Select ‘Publishing’ and click on ‘Publish’ In the ‘Web Page Dialog’ window: Select a target ‘Staging’ or ‘Live’ Click on ‘OK’ 2 3 Sodexo CMS - How to create webpages
48. Publishing For new pages only, publish navigation.xml TIP: when publishing many new pages, publish pages first then publish navigation.xml last Sodexo CMS - How to create webpages
49. Publishing Schedule Publishing Click pages to publish On toolbar, click Select Targets In tab Publish Settings, Publish Content Later Click Select Date 5 3 Date and time follows USA EST Sodexo CMS - How to create webpages
50. Multimedia What is Multimedia Save into Tridion Add to pages 5 Sodexo CMS - How to create webpages
51. Multimedia Sodexo CMS - How to create webpages
52. Multimedia Types & Formats Flash (.swf/.fla) Icons, Images, and Logos Jpeg Gif png Files: PDF, MS Excel and Word, zip, stuffit (.sit) Videos Real Player Mpeg Quicktime AVI page 52
53. Saving multimedia into Tridion Multimedia Sodexo CMS - How to create webpages
54. Multimedia 1. Go to the Binaries >> Local folder. Select a subfolder. 2. Click on "New Multimedia Component" page 54
55. Multimedia 3. Give the component a clear name 4. Click on "Load from disk" 5. Select a multimedia file 6. Save the multimedia component page 55
56. Multimedia Exercise Open the folder "building blocks/binaries/local/images/” Click on "New Multimedia Component" Give it a Name – use the proper naming conventions for images Click on "Load from disk“ Select an image (.gif or .jpeg) Click on “Save & Close” 56 – Sodexo CMS - How to create webpages
57. Add multimedia to pages Different formats are added in different ways Multimedia Sodexo CMS - How to create webpages
58. Multimedia 2 ways to add an image to data component: Image field – allows only 1 image Main Content – allows multiple images Sodexo CMS - How to create webpages
59. Multimedia To add an image using the Image field: Create or Open a component that uses the image field (example: Content_area) Find the Image field and click on Find the folder that contains the image you want. TIP: Click on to see a Thumbnail view of images Click on the image then click OK. Demo
60. Multimedia To add an image in the “Main content" 1.Click (Insert image) Click Select an image (multimedia component) Sodexo CMS - How to create webpages
61. Multimedia Exercise Open the component created in Exercise 1 Go to the “image" field Add the image multimedia component Go to the “main content" field Add an image: Click on the “Add image" icon Select an image multimedia component Click on “Save & Close” Sodexo CMS - How to create webpages
62. Links Kinds of Links Internal links – opens a page in your website External links – opens another site File links – opens a file (PDF, Word, Excel, etc) Anchor – jumps to a section within a page Mailto – opens empty e-mail message Sodexo CMS - How to create webpages
63. Links To create a link in a rich text field: Select the text you or image you want to be the link Click on Sodexo CMS - How to create webpages
64. Links, ExternalSodexo Tridion training Links For external links or links to another website: Type or copy/paste the URL Select New Window on Target Sodexo CMS - How to create webpages
65. Links, InternalSodexo Tridion training Links To link to another component within your website such as a PDF file: On Type, select Component Click on Select the Component > click OK Click OK Sodexo CMS - How to create webpages
66. Links, Anchor Sodexo Tridion training Links Select the Target section – the place where you want your readers to end up in Click on Give the Target a name Click OK To link to another section within the same page: Sodexo CMS - How to create webpages
67. Links Exercise Open a data component Go to a rich text field Add an image Using the image, create a link to the PDF file Click on “Save & Close” 67 – Sodexo CMS - How to create webpages
68. SiteEdit 6 Sodexo CMS - How to create webpages
69. Site Edit Activate Site Edit click Sodexo CMS - How to create webpages
70. Site Edit Mouse over the component Click on Update component and republish the page Edit Content Sodexo CMS - How to create webpages
71. 3 4 Site Edit 2 Add Content Click Select Edit Page ClickInsert Click on New Component 71 Sodexo CMS - How to create webpages
72. Maintenance Rollback Changes Show where used Spell Checker Search 7 Sodexo CMS - How to create webpages
73. Check-Out Checked-In Maintenance Make sure that the component is not checked out or being edited by someone else Cannot change a schema After making changes, publish the item if you want to see it on your website When editing a component: 73 Sodexo CMS - How to create webpages
74. Content Sharing 8 Sodexo CMS - How to create webpages
75. Content Sharing 02CM SodexoNet Content Master (En) Tridion CMS allows you to share components, pages, and other items with other countries or publications Items are always inherited from the top; This is an example of a Blueprint 05A SodexoNet Group (En) 06A SodexoNet Australia 06A SodexoNet WW (Sp) 07A SodexoNet Countries 75 Sodexo CMS - How to create webpages
76. Content Sharing Your publication contains some general items These items are created in another publication and shared into your publication You can: use these items on your pages, as is change these items by localizing it and then use it Ignore the items 76 Sodexo CMS - How to create webpages
77. Content Sharing About Shared Items Appears in CMS only To make them appear in your website, you must publish them Can be customized To customize shared items, you must localize the item Cannot be deleted 77 Sodexo CMS - How to create webpages
78. Content Sharing 1 To localize: 1. Right-click the shared item 2. Select “BluePrinting” 3. Click on “Localize” The shared item can now be changed 3 2 78 Sodexo CMS - How to create webpages
79. Content Sharing 1 To unlocalize: Right-click the localized item Select “BluePrinting” Click on “Unlocalize” Confirm the unlocalizing The localized item is now deleted and changed into a read-only shared item 2 3 4 79 Sodexo CMS - How to create webpages
80. To create a webpage Seepage in website Yes No No Yes Is multimedia in CMS? Need multimedia file*? Create Data Component(s) in yellow folders Create Multimedia Component for each multimedia file Create a Page in pink Structure Groups Add Multimedia Component to Data Component Multimedia files: Images PDF Excel file Word file Flash Video Publish Page Add Data Component(s) page 80