OpenCMS and the MSASS Website

OpenCMS and the MSASS Website

OpenCMS and the MSASS Website

A Note on Terminology

Locking a file for editing:No lock NOT locked

You have write/edit access

Someone else has write access

What does a CMS do?

Separation of tasks• Editor can only update/create pages• Project Managers can update/create/publish

pages• Pages are not live until they are published.

Separation of downloads, images, PDFs etc• Gallery Management organizes non-html parts• Galleries centralize the upload and download• Gives control of these items to the Gallery owner

Need to Know

What you need to know:• Don’t use Mozilla or Chrome to edit pages.• Nothing is live until it is published.• You can only work on pages in your Project.• Basic toolbar items of MS Office for the Editor.• Permissions are set by the file system (so: PMs).

What you don’t need to know:• HTML (but the more you know the better).

Entering the SystemLogging into the system

• https://msass.cwru.edu/opencms/opencms/system/login

• In the login dialog box enter your username and password.

• Logging in automatically opens a new browser window and closes the old one (you will be prompted to confirm this action).

Basic Screen

Basic Screen (Numbered)1 3 4 5 6

7

13

8

9 10 11 12

16

14 15

2

Basic Screen – Numbered Explanation (1-6)

The Primary Toolbar (1-6)1. Projects: your editable sections of the web site2. Publish: how you export to the live web3. View: switches Explorer or Administration

– Explorer lets you edit pages– Administration give you access to galleries

4. Reload: refreshes the current page or view5. Preferences: User based preferences

(password)6. Exit: Logout button

Basic Screen – Numbered Explanation (7-8)

The File Explorer (7)• Shows file structure of web site• Grayed out items are not in your project

The Secondary Toolbar (8) – left to right• Back: returns to previous screen• Up: Go up to the folder containing current folder• Search: Searches for files within the web site• New: Create a new folder, page, etc.• Location: Specific location of current folder

Basic Screen – Numbered Explanation (9-13)

Main Operation Window (9-13)1. Edit Columns (3):

– Item Icon – used to edit all parts of item– Lock – used to denote if a current item is currently

in edit mode by you or someone else– Flag – Notification of unpublished changes

2. File Name of item – used to open / view item3. Title of item – used to further qualify item4. Type of item – textual descriptor of item type5. Date Changed – last modified date

Basic Screen – Numbered Explanation (14-16)

Main Operation Window (14-16)1. User ID: Notification of current user 2. Group ID: Notification of current group

– Important if you are in more than one Project– Different groups have different right

3. Security and Trust:– All communication on OpenCMS is secure– Recommended client setup of adding

https://msass.case.edu to Trusted Site in IE

OpenCMS Explanation by Task

Basic Tasks (Everyone)• Creating a new page• Editing a page• Other properties of a page

Gallery Based Tasks• Adding Items to a Gallery (PMs only)• Using items in a Gallery (Everyone)

Advanced Tasks• Changing Permissions• Workflow

Creating a New Page – Part 1 of 3

1. Make sure you are in “Explorer” view

1. Make sure you are in your Project

1. Make sure you are in the right folder

• Note: Your folder may be different• than what is

shown

Creating a New Page – Part 2 of 3

1. Click on the “New” button

1. Select “Page” to create a web page or “Folder” to create a new sub-folder. For the most part you shouldn’t use any other option here. Then click Continue

Creating a New Page – Part 3 of 3

1. Fill out the Form

1. Make sure the template is yours

1. Uncheck this box the next options will disappear

1. Click Finish

Editing a Page – Part 1 of 41. Make sure you are in “Explorer” view

1. Make sure you are in your Project

1. Make sure you are in the right folder

• Note: Your folder may be different• than what is shown

here

Editing a Page – Part 2 of 4 Do the following if the page is NOT locked: or1. LEFT Click on the Page Icon

1. Click on “Lock” in the menu that pops up.• The page will then have

your lock

• Note: everyone else's locks will appear as and your lock will appear this way to everyone else.

Editing a Page – Part 3 of 4

1. LEFT Click on the Page Icon2. Click on “Edit page” in the menu that pops up.

• Note: Once you have a page locked the menu will give you a lot more options. For

instance you can now delete the page or change the file

permissions.•

Editing a Page – Part 4 of 4

This area is the content area for your page;

add all the content you want. You can also

change the title and template above. The

Editor menu allows you to switch into source

Code. The other toolbars should be intuitive.

When you are done click Save and Exit ( )

Other Properties of a Page – Part 1 of 2

To the Left: Once you have locked a

page the edit menu will have many more available options.

To the Right: Boxed = Common

Functions. Circled = Advanced Tasks. Star = Useful Functions.

Other Properties of a Page – Part 1 of 2

Useful Functions:• Show File System Links

– Untested function, but should do as promised.– Use the “Back” button to get out of this view.

• Properties– This is where the keywords and descriptions

are.– Additional page specific tags for various

templates that are also here.– If you want a page to only appear in

OpenCMS then you can set it here (set export=false).

Adding Items to a Gallery – Part 1 of 5

1. Switch to Administration view (and your project)

1. If you have a Gallery you should see one of the numbered items (don’t worry about the rest):

1. Click on the Gallery you wish to add an item to.

1 2 3

Adding Items to a Gallery – Part 2 of 5

1. Click on the name of your Gallery.

1. Click on the upload button

Adding Items to a Gallery – Part 3 of 5

1. The Upload file dialog box will appear click “Browse” to find your file, and double click it or click “Open” in the Choose file dialog box.

Adding Items to a Gallery – Part 5 of 5

1. If you are prompted to overwrite (as in you are updating an existing file) then click yes.

2. You should then be returned to the listing of files in your gallery. You should also see the file you just uploaded now listed. It will not be available until you publish the Gallery.

Using Items in a Gallery – Part 1 of 2

1. Open a web page for editing (see previous instructions).

2. Click on the Gallery icon you would like to use:• Image• Download• Link

Using Items in a Gallery – Part 2 of 2

1. If you are using Download or Link Galleries then select the text you would like to link to that resource (in your page).

2. Select Your Gallery. Find the resource you would like to use and double click it (for images: click and drag it into the page). Then close the Gallery Window.

Thank you.