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<ul><li><p>CLIENT: Houghton International </p><p>DOCUMENT: Drupal CMS Guide - CONTENT EDITOR 1 </p><p> O3 WORLD 1339 FRANKFORD AVENUE, SUITE 3 PHILADELPHIA, PA 19125 </p><p>PH (215) 592-4739 WEB WWW.O3WORLD.COM </p><p>Drupal CMS Guide - Content Editor </p><p>1. User Role &amp; Capabilities 2. Log In 3. Primary Navigation Menu Bar 4. Adding Content </p><p>a. Events b. News c. Product Detail d. Resources </p><p>5. Editing Content 6. Editor &amp; Manager Roles 7. Glossary of Terms </p><p>1. USER ROLE &amp; CAPABILITIES </p><p>User Type Capabilities </p><p>Content Editor View ALL content (within the language permission given to you) Edit existing content Publishing / Making content live will require Content Managers </p><p>approval </p><p>2. LOG IN </p><p>1. To Log In, visit the desired URL below: </p><p> Training: https://training-houghton-intl.pantheonsite.io/user </p><p> Live: http://www.houghtonintl.com/user </p><p>http://www.houghtonintl.com/user</p></li><li><p>CLIENT: Houghton International </p><p>DOCUMENT: Drupal CMS Guide - CONTENT EDITOR 2 </p><p> O3 WORLD 1339 FRANKFORD AVENUE, SUITE 3 PHILADELPHIA, PA 19125 </p><p>PH (215) 592-4739 WEB WWW.O3WORLD.COM </p><p>2. Enter in your username and password to log in: </p></li><li><p>CLIENT: Houghton International </p><p>DOCUMENT: Drupal CMS Guide - CONTENT EDITOR 3 </p><p> O3 WORLD 1339 FRANKFORD AVENUE, SUITE 3 PHILADELPHIA, PA 19125 </p><p>PH (215) 592-4739 WEB WWW.O3WORLD.COM </p><p>3. PRIMARY NAVIGATION MENU BAR </p><p>Once you are logged into Drupal, you will have access to Drupals primary navigation. These </p><p>elements will allow you to edit the back-end of the website. </p><p>From the left, your options are: </p><p>Menu Function </p><p>House Icon - </p><p>This is your home button and will always take you to the Homepage </p><p>of the front-end of the site. </p><p>My Workbench This section allows you to control the content workflow </p><p>Dashboard This will overlay your Drupal dashboard over whatever page you were looking at. Rarely used as much as the primary navigation, this gives you a snapshot on whats been recently updated or added. </p><p>Content Your access to add, edit, or remove content </p><p>To add items to the shortcut bar, select Edit Shortcuts on the far right of the gray menu </p><p>(image below). From here you can add, remove, and rearrange items on the gray menu: </p></li><li><p>CLIENT: Houghton International </p><p>DOCUMENT: Drupal CMS Guide - CONTENT EDITOR 4 </p><p> O3 WORLD 1339 FRANKFORD AVENUE, SUITE 3 PHILADELPHIA, PA 19125 </p><p>PH (215) 592-4739 WEB WWW.O3WORLD.COM </p></li><li><p>CLIENT: Houghton International </p><p>DOCUMENT: Drupal CMS Guide - CONTENT EDITOR 5 </p><p> O3 WORLD 1339 FRANKFORD AVENUE, SUITE 3 PHILADELPHIA, PA 19125 </p><p>PH (215) 592-4739 WEB WWW.O3WORLD.COM </p><p>4 A. ADDING CONTENT - EVENTS </p><p>Events can be country or region specific or global. The current functionality of Drupal CMS for </p><p>Houghton requires Events to be setup once by an EDITOR, and then the MANAGER has the ability </p><p>to clone the news article across countries and/or globally. </p><p>The process to add an Events for a specific country is as follows: </p><p>1. To begin, Select Content tab in the primary navigation (Image below) </p><p>2. Select Add Content on the short cut menu bar (Image below) </p><p>3. Select Event under Add Content Directory (Image below) </p></li><li><p>CLIENT: Houghton International </p><p>DOCUMENT: Drupal CMS Guide - CONTENT EDITOR 6 </p><p> O3 WORLD 1339 FRANKFORD AVENUE, SUITE 3 PHILADELPHIA, PA 19125 </p><p>PH (215) 592-4739 WEB WWW.O3WORLD.COM </p><p>4. Newly created content is added to CMS in draft mode. The following fields should be </p><p>completed to add an EVENT: </p><p>a. Event Name - This content will appear on the News Article Banner page </p><p>b. Language - The Language selected here will represent which country site the </p><p>Event will appear under. Do not select Language Neutral </p><p>c. Suggested Translation - At this time, Events are not sent out to Transperfect for </p><p>translations. If language specific Events are needed, just upload the translated </p><p>content directly to the site. Therefore the Suggested Translation field should be </p><p>set for None </p><p>d. Event Date </p><p>i. If the event spans across multiple dates, select Show End Date </p><p>ii. Enter Month / Day / Year for start of event </p><p>iii. Enter Month / Day / Year for end of event </p><p>e. HERO This should be left blank </p><p>f. EVENT LOCATION - This should represent where the Event will take place </p><p>g. REGION This option should be left blank for the immediate future </p><p>h. EVENT DETAIL This should include details such as Event Booth # </p><p>i. Before entering any content into the Event Detail box, you must disable </p><p>rich-text to ensure that no formatting or styles are carried over from your </p><p>original text. </p><p>ii. Enter Event Details content into content box </p><p>iii. Re-enable rich-text when complete </p><p>iv. Set Text Format to Full HTML </p><p>i. Website - Enter Title and URL for Website associated with Event </p></li><li><p>CLIENT: Houghton International </p><p>DOCUMENT: Drupal CMS Guide - CONTENT EDITOR 7 </p><p> O3 WORLD 1339 FRANKFORD AVENUE, SUITE 3 PHILADELPHIA, PA 19125 </p><p>PH (215) 592-4739 WEB WWW.O3WORLD.COM </p><p> j. Click Save </p><p>k. A view of the Event draft should appear Review to ensure all looks good </p><p>l. Click on Edit Draft so that you can assign a Manager to review the content </p><p>m. Scroll down to Revision Information </p><p>i. Click on Publishing Options change Moderation State from Draft to </p><p>Needs Review </p><p>ii. Click on Content Manager and select appropriate manager </p><p>iii. Save </p><p>n. Note: IF multiple locations [countries] require this EVENT, you can clone the </p><p>content by using the clone button </p><p> The following 2 items must be updated when cloning Event Content: </p><p>o Resource Title </p><p>o Language </p></li><li><p>CLIENT: Houghton International </p><p>DOCUMENT: Drupal CMS Guide - CONTENT EDITOR 8 </p><p> O3 WORLD 1339 FRANKFORD AVENUE, SUITE 3 PHILADELPHIA, PA 19125 </p><p>PH (215) 592-4739 WEB WWW.O3WORLD.COM </p><p>4 B. ADDING CONTENT - NEWS </p><p>News Articles can be country or region specific or global. The current functionality of Drupal CMS </p><p>for Houghton requires News Articles to be setup once by an EDITOR, and then the MANAGER has </p><p>the ability to clone the news article across countries and/or globally. </p><p>The process to add a News Article for a specific country is as follows: </p><p>1. To begin, Select Content tab in the primary navigation (Image below) </p><p>2. Select Add Content on the short cut menu bar (Image below) </p><p>3. Select News under Add Content Directory (Image below) </p></li><li><p>CLIENT: Houghton International </p><p>DOCUMENT: Drupal CMS Guide - CONTENT EDITOR 9 </p><p> O3 WORLD 1339 FRANKFORD AVENUE, SUITE 3 PHILADELPHIA, PA 19125 </p><p>PH (215) 592-4739 WEB WWW.O3WORLD.COM </p><p>4. Newly created content is added to CMS in draft mode. The following fields should be </p><p>completed to add a News Article: </p><p>a. Title - This content will appear on the News Article Banner page </p><p>b. Language - The Language selected here will represent which country site the </p><p>News Article will appear on </p><p>c. Suggested Translation - At this time, News Article are not sent out to </p><p>Transperfect for translations. If language specific News Articles are needed, just </p><p>upload the translated content directly to the site. Therefore the Suggested </p><p>Translation field should be set for None </p><p>d. HERO This should be left blank </p><p>e. News Lead This should be left blank </p><p>f. News Location - This should represent where the News Article pertains to, such </p><p>as: VALLEY FORGE, PA </p><p>g. News Content Type Select Open Content </p><p>h. Click Add News Content button </p><p> i. Before entering any content into the Open Content box, you must disable </p><p>rich-text to ensure that no formatting or styles are carried over from your </p><p>original text. </p><p>ii. Enter News Article content into content box </p><p>iii. Note: Be sure to address any paragraph formatting if using copy/paste </p><p>iv. Re-enable rich-text when complete </p></li><li><p>CLIENT: Houghton International </p><p>DOCUMENT: Drupal CMS Guide - CONTENT EDITOR </p><p>1</p><p>0 </p><p> O3 WORLD 1339 FRANKFORD AVENUE, SUITE 3 PHILADELPHIA, PA 19125 </p><p>PH (215) 592-4739 WEB WWW.O3WORLD.COM </p><p>v. Set Text Format to Full HTML </p><p>vi. Note: The boilerplate About Houghton and headquarter address do not </p><p>need to be added for each news items, they will automatically be added </p><p>to all news items. </p><p>i. Authoring Information Click on the Authoring Information option and type </p><p>user-id for Houghton personnel whose name should be associated with the </p><p>News Article and enter date for the News Article </p><p>i. * If Author of News Article is not a Drupal CMS user, please contact </p><p>admin. </p><p> j. Click Save </p><p>k. A view of the News Article draft should appear Review to ensure all looks good </p><p>l. Click on Edit Draft so that you can assign a Manager to review the content </p><p>m. Scroll down to Publishing Options </p><p>i. Click on Publishing Options change Moderation State from Draft to </p><p>Needs Review </p><p>ii. Click on Content Manager and select appropriate manager </p><p>iii. Save </p><p>n. Note: IF multiple locations [countries] require this NEWS Article, you can clone </p><p>the content by using the clone button </p></li><li><p>CLIENT: Houghton International </p><p>DOCUMENT: Drupal CMS Guide - CONTENT EDITOR </p><p>1</p><p>1 </p><p> O3 WORLD 1339 FRANKFORD AVENUE, SUITE 3 PHILADELPHIA, PA 19125 </p><p>PH (215) 592-4739 WEB WWW.O3WORLD.COM </p><p> The following 3 items must be updated when cloning New Content: </p><p>o Title / Language / Authorizing [if necessary] </p><p>4 C. ADD CONTENT - PRODUCT DETAIL </p><p>There are many elements that need to be included for Product Details. The required elements </p><p>are marked with a red asterisk. </p><p>1. Restrictive Languages The languages selected here should be ALL </p><p>2. Product Name - Include the products name. </p><p>a. If there are superscripted characters included in the product title, you will need </p><p>to use HTML to indicate this. For example DASCOOL would be: </p><p>DASCOOL 2003 </p><p>3. Language The language selected here will represent which country site the product </p><p>will appear under </p><p>4. Suggested Translations Suggested Translation field should be set to None </p><p>5. CTA Description This field should be left blank at this time </p><p>6. CTA Button Text - This field should be left blank at this time </p><p>7. APPLICATIONS AND INDUSTRY </p><p>a. Select the Product Primary Application - Please use the drop down to choose </p><p>only one Primary Application for the intended application. </p><p>b. Then choose the sub-applications by checking the appropriate boxes under the </p><p>Primary Product Applications (multiple items can be checked). </p><p>i. Items listed with single dash [-] are primary application </p><p>ii. Items listed with double dash [--] are sub-applications </p></li><li><p>CLIENT: Houghton International </p><p>DOCUMENT: Drupal CMS Guide - CONTENT EDITOR </p><p>1</p><p>2 </p><p> O3 WORLD 1339 FRANKFORD AVENUE, SUITE 3 PHILADELPHIA, PA 19125 </p><p>PH (215) 592-4739 WEB WWW.O3WORLD.COM </p><p>c. Select the Product Chemical Composition Tags. This systems allows user to filter </p><p>by Chemical Composition. </p><p>d. Select the Product Industry. Please choose all that apply. </p><p>8. To choose a Data Sheet click Browse. </p><p> a. You can then browse by uploading a new Data Sheet from your computer or by </p><p>searching the Drupal Library for previously uploaded items. (Note: .PDF files are </p><p>the only types of files accepted as a Data Sheet in the system) </p><p>b. Once the file is selected, select UPLOAD </p><p>c. Select NEXT </p><p> 9. PRODUCT RESOURCES - </p></li><li><p>CLIENT: Houghton International </p><p>DOCUMENT: Drupal CMS Guide - CONTENT EDITOR </p><p>1</p><p>3 </p><p> O3 WORLD 1339 FRANKFORD AVENUE, SUITE 3 PHILADELPHIA, PA 19125 </p><p>PH (215) 592-4739 WEB WWW.O3WORLD.COM </p><p>Note: Resources must be added and published before they can be added to a </p><p>product detail page. </p><p> a. Start typing in the Resource Title, and the available resource should auto-</p><p>populate </p><p> b. To add additional resources, click on the Add Another item button to add </p><p>more. </p><p>10. Select the Product Related Applications. This selection will generate the You Might </p><p>Also Be Interested In section of the detail page. </p><p>a. Based on the primary application for the product being setup, select the 3 </p><p>related applications based on the below matrix: </p><p>Primary Application Related Application I Related Application II Related Application III</p><p>Cleaning Metal Protection Metal Removal Heat Treatment</p><p>Forging Cleaning Metal Removal Heat Treatment</p><p>Heat Treatment Cleaning Metal Protection Metal Removal</p><p>Metal &amp; Surface Finishing Cleaning Specialty Hydraulic Fluids Metal Forming</p><p>Metal Forming Cleaning Metal Protection Specialty Hydraulic Fluids</p><p>Metal Protection Cleaning Metal Removal Metal Forming</p><p>Metal Removal Cleaning Metal Protection Specialty Hydraulic Fluids</p><p>Non-Ferrous Metal Forming Metal &amp; Surface Finishing Specialty Hydraulic Fluids</p><p>Specialty Hydraulic Fluids Metal Removal Metal Forming Steel Mill</p><p>Steel Mill Specialty Hydraulic Fluids Cleaning Metal Protection</p></li><li><p>CLIENT: Houghton International </p><p>DOCUMENT: Drupal CMS Guide - CONTENT EDITOR </p><p>1</p><p>4 </p><p> O3 WORLD 1339 FRANKFORD AVENUE, SUITE 3 PHILADELPHIA, PA 19125 </p><p>PH (215) 592-4739 WEB WWW.O3WORLD.COM </p></li><li><p>CLIENT: Houghton International </p><p>DOCUMENT: Drupal CMS Guide - CONTENT EDITOR </p><p>1</p><p>5 </p><p> O3 WORLD 1339 FRANKFORD AVENUE, SUITE 3 PHILADELPHIA, PA 19125 </p><p>PH (215) 592-4739 WEB WWW.O3WORLD.COM </p><p>11. HERO Section </p><p>a. Select a Product Icon </p><p> b. Hero Title leave blank </p><p>12. PRODUCT CONTENT Section </p><p>a. Product Description - Before entering any content into the Product Description </p><p>box, you must disable rich-text to ensure that no formatting or styles are carried </p><p>over from your original text. </p><p>i. Enter Product Description - Should be the DESCRIPTION content found </p><p>on PDS for product </p><p>ii. Note: Be sure to address any paragraph formatting if using copy/paste </p><p>iii. Re-enable rich-text when complete </p><p>iv. Set Text Format to Full HTML </p></li><li><p>CLIENT: Houghton International </p><p>DOCUMENT: Drupal CMS Guide - CONTENT EDITOR </p><p>1</p><p>6 </p><p> O3 WORLD 1339 FRANKFORD AVENUE, SUITE 3 PHILADELPHIA, PA 19125 </p><p>PH (215) 592-4739 WEB WWW.O3WORLD.COM </p><p>b. Product Feature &amp; Benefits - Before entering any content into the Product </p><p>Feature &amp; Benefits box, you must disable rich-text to ensure that no formatting </p><p>or styles are carried over from your original text. </p><p>i. Enter Product Feature &amp; Benefits Should be the FEATURES &amp; BENEFITS </p><p>content found on the PDS for the product </p><p>ii. Note: Be sure to address any paragraph formatting if using copy/paste </p><p>iii. Re-enable rich-text when complete </p><p>iv. Set Text Format to Full HTML </p><p>c. Add Product Approvals if applicable </p><p>d. If Product is a member of a Product Series, select Product Series from the </p><p>dropdown. </p><p>13. Click Save </p><p>a. A view of the Product Detail page should appear Review to ensure all looks </p><p>good </p><p>14. Click on Edit Draft so that you can assign a Manager to review the content </p><p>15. Scroll down to Publishing Options </p><p>a. Click on Publishing Options change Moderation State from Draft to Needs </p><p>Review </p><p>b. Click on Content Manager and select appropriate manager </p><p>c. Save </p></li><li><p>CLIENT: Houghton International </p><p>DOCUMENT: Drupal CMS Guide - CONTENT EDITOR </p><p>1</p><p>7 </p><p> O3 WORLD 1339 FRANKFORD AVENUE, SUITE 3 PHILADELPHIA, PA 19125 </p><p>PH (215) 592-4739 WEB WWW.O3WORLD.COM </p><p>4 D. ADDING CONTENT RESOURCES </p><p>Resources can include [but not limited to] case studies and technical papers. The process to add </p><p>a RESOURCE to the Drupal CMS is as follows: </p><p>1. To begin, Select Content...</p></li></ul>