Sitecore Training - Content Editors- 9-24

8/12/2019 Sitecore Training - Content Editors- 9-24

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2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited.

KSOM Sitecore TrainingContent Editors

Prepared exclusively for Swanson RussellWest Monroe Partners


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Table of Contents

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Accessing Sitecore

General Web Site Editing Overview & BestPractices

Creating a New Page & Adding Content

Home Page Support Keck Deans Corner Featured News/More News Featured Event/More Upcoming Events

Creating Pages from Templates Basic Page News & Events

Events & Custom Copy News & Custom Copy

Adding Site ContentEvents

Add an Event Event Calendar Event Detail Page

News Add a News Item News Landing Page News Detail Page

Creating Metadata Callouts

Add a Content Callout Add a Visual Callout Publish a Callout Callout Inheritance and Hiding

Creating Sub-Folder

AppendicesAppendix A: Rich Text Editor Appendix B: Search Within Sitecore Appendix C: Workflow Process Details Appendix D: Using the Workbox Appendix E: Image Tools


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2010 West Monroe Partners, LLC | Reproduction and distribution without West Monroe Partners prior consent prohibited. 3

Accessing Sitecore


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Accessing Sitecore

The Sitecore system can be accessedby visiting the following URLs:

Development Site: http://med-sc-dev.usc.edu/sitecore Production Site: http://med-sc-cms1.usc.edu/sitecore/login

At the login screen, there are variousoptions that allow access to the twodifferent methods of editing content.The two content editing modes arethe Content Editor, and Edit WebMode. We will be using the ContentEditor for our training and

encourage you do to the same.

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http://med-sc-dev.usc.edu/sitecorehttp://med-sc-dev.usc.edu/sitecorehttp://med-sc-cms1.usc.edu/sitecore/loginhttp://med-sc-cms1.usc.edu/sitecore/loginhttp://med-sc-cms1.usc.edu/sitecore/loginhttp://med-sc-cms1.usc.edu/sitecore/loginhttp://med-sc-cms1.usc.edu/sitecore/loginhttp://med-sc-cms1.usc.edu/sitecore/loginhttp://med-sc-cms1.usc.edu/sitecore/loginhttp://med-sc-dev.usc.edu/sitecorehttp://med-sc-dev.usc.edu/sitecorehttp://med-sc-dev.usc.edu/sitecorehttp://med-sc-dev.usc.edu/sitecorehttp://med-sc-dev.usc.edu/sitecore


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General Web Site EditingOverview & Best Practices


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Content Structure

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Content within Sitecore is stored within a tree structure

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Content Structure

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Content within Sitecore is stored within a tree structurePages contain content which is split into data fields of various types

Single line of text

Image

Rich Text



Content Editor

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In the Content Editor mode, content is viewed as a hierarchical tree. Nearly all of the editablecontent will be found under the KSOM item in the content tree. The Content Editor modeprovides some functionality that is not available in Web Edit mode, such as copy/paste anditem sorting.



Editing Items

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Editing ItemsBefore you begin, please be sure that you disable your pop-up blockers.

Locking and ItemBefore an item can be edited, it must be locked . Locking prevents changes from beingoverwritten by another user editing content at the same time. Content locking can be turnedoff if there are very few content editors.If the item needs to be locked, then the warning will appear beneath the name of the item. To

lock the item, click the Edit button OR the Lock and Edit link on the page. After clicking theEdit button, the item can be edited.


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Deleting Versions and Unlocking Items

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To revert back to the previous version and remove your changes, you must delete the currentversion. First, select the page you would like to revert back to previous version. Click on theVersion tab. From there, click Remove to remove the current version.



Deleting Versions and Unlocking Items

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To unlock and item or discard your changes, you must go to the Review Tab and unlock theitem. Once on the Review tab, select My Items. From the pop -up select the item you wouldlike to unlock and select Unlock. When you are finished select Close.


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Creating a New Page &Adding Content



Creating a New Page

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Updating TextAny text that is able to be edited can be madedirectly to the page.

Adding PagesTo add a page in Sitecore select the area youwould like to add a page to and right click.Select Insert Insert from Template. A menuwill appear where you will be able to selectthe type of page you would like to add.Next, a pop-up will appear asking you to namethe new page. Enter the name and click OK.

Adding MetadataAll pages will have metadata associated withthem. See slides below for details.



Creating a New Page

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For MAC users:Rather than right-clicking to create a new page, you can add new page in the ribbon.Click on the section under which you want to create the page, and under the Home tab,you will see page options.

You will also see the other menu options in the ribbon that you would see in the right-click menu



Changing Page Titles

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The page title that is displayed in the Menus and Navigation throughout the sitecomes from the name of the item. To change the name of an item, right click theitem, and select the Rename option. Some items cannot be renamed.



Saving and Checking In Items

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While you are working, you may Save the work you are doing. You can click the Save buttonor click CTRL+S.When you have completed your changes, you must check the page back in. This will allowother editors to see your changes, but these changes will not appear on the site. To check inthe item, from the Home tab select the Edit drop down. From there you can check in theitem.



Previewing Changes

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Changes to content items can be previewed by clicking the Publish tab at the top of thecontent editor, then clicking the Preview button. A new browser window will be displayed,and changes can be previewed before they are published.

Please be sure to close your preview window once you are done viewing your changes as thatwindow will display all items checked in and may appear that items are being published

without actually being published.



Publishing Items

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In order to publish an item, it must go through a workflow process.The workflow process is in place to ensure that content is appropriately reviewed before beingpublished onto the live websiteThere are two workflows in place:

KSOM Content Workflow (used for standard site content and pages)KSOM News and Events Workflow (used solely for news and event items, and to publish specifically tothe Home Page and Master Calendar)

Each workflow process follows a few basic steps (shown below) and begins when a user wantsto publish content to be displayed on the site

Content Workflow Steps

News and Events Workflow Steps

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Publishing Items

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An item is published after it goes through the workflow process and is approved

As a Content Author, you can only submit an item for approval. To do this, select Submit fromthe Edit drop-down menu

After a Content Approver approves the item, then it will be publishedAfter a Content Approver approves the item, then it will be published

As a Content Approver, you can submit AND approve your own items, if desired

*For more details on theworkflow process, please seeWorkflow Process Details


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There are two methods of uploading images to Sitecore:

The following slides will provide a step-by-step guide to uploading images using both methods

Upload an Image

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1. Upload the image to theMedia Library

This method is best foradding multiple images to

Sitecore at once

2. Upload the image as you are creating orediting a page

This method is best for adding images on the fly while you are creating/editing a page


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At the very bottom of the tree structure, you will see Media LibrarysectionClicking on this will take you to the Media Library, where all imagesand files are stored

Upload an Image Media Library

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Sitecore at once


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By clicking into the Images folder, you will see all of the images storedon the site

Within the Images folder, you can create new sub-folders to organize yourimages

There are three ways to upload new images:Upload FilesUpload Files (Advanced)

Drag & Drop

Images must be published for them to appear on the site, just like allcontent.The correct sizes (in pixels) for each image type are as follows:

Banner Image 644 x 218Feature Image 274 x 72

More News & Research Image 65 x 48

Upload an Image Media Library

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Sitecore at once


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You can also upload images while creating a new page or editingan existing pageYou can do this in two ways:

When adding a banner image to a pageThrough the rich text editor

Banner ImageSelect the browse button

Rich Text EditorSelect the insert Sitecore media button

Whichever way you choose, you can upload a new image from thecurrent screen without having to navigate to the Media Library

Upload an Image while editing page

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2. Upload the image as youare creating or editing a pageThis method is best for addingimages on the fly while youare creating/editing a page


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By selecting either browse or insert Sitecore media, you will seethe Media Browser screen display


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2. Upload the image as youare creating or editing a pageThis method is best for addingimages on the fly while youare creating/editing a pageFirst, navigate to

the Imagesfolder

You will see images organized just asthey are in the Media Library. From

here, you can select an existingimage to add to the page.

If you need to uploada new image for the

page, you can useeither the Upload orDrag & Drop feature


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Upload File (make sure to Publish after you upload)

Drag & Drop (make sure to publish after you upload)


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Simply uploadthe file from yourcomputer as younormally would

Drag the file from yourcomputer into the folder

view that displays


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After you Upload or Drag & Drop, the image will appear within thetree view as a new image. Select the image and click OK to add itto the page.


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Home Page


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Home Page Overview

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Hero Marquee

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The Hero Marquee will display at the top of the home page, with five main tabs:KeckStudentsFaculty & StaffAlumniPatients


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Hero Marquee

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Within the tree structure, you will find the Marquee within the Home section within SiteContent


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Hero Marquee

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The first three fields you will see are Display Title, Story Title, and Image


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Hero Marquee

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The other two fields you will see are Description and LinkNOTE: the Link field will always display the same text: Read The Full Story. The URLthat you enter into the Link field will determine where a user is directed when they clickon that item on the page.


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When you click on insert link for the Link field within the Hero item, you can specify whattext shows up in the yellow box by editing the Link Description field

Hero Marquee

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Hero Marquee

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You will notice that main items within the marquee have sub- links, such as Maps &Directions

To add a link, right-click on the mainitem and select Insert > General Link

When creating a new item, you willneed to enter only Title and Link


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Support Keck

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The Support Keck feature is found within the Islands folder of the tree structure, within theSite Content sectionThere are three fields to add content to for this feature: Title , Description , and Image


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Support Keck

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After you Save and Publish the item, it will display on the home page


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Deans Corner

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The Deans Corner feature is found within the Islands folder of the tree structure, within theSite Content sectionThere is only one field to add to for Deans Corner, which is Body . Text and/or links can beadded to this section. The image within the Deans Corner section will not change.


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Deans Corner

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Callouts

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Also from the KSOM item within the tree structure (beneath the Support Keck and DeansCorner sections), you will see the Callouts section.From here, you can add any callouts to the home page, just as you would add callouts to anyother page


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Featured News

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To determine which News item is featured on the home page, click on the KSOM item withinthe tree structure.On this page, you will see a dropdown list for Featured News Research . This is where youselect which item displays on the home page. You can select from any existing new item.


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Featured News

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More News

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To determine which News items are displayed on the home page, you can tag them withmetadata labeled Home Within the News item itself, you will see the Metadata Tagging area

From here, you will see the option for Home. When you select Home the News item will be set todisplay on the home page

*NOTE: You can only tag metadata items to which you have access. For example, if you areonly a member of the Department of Medicine, you will only be able to tag events with

Department of Medicine


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Featured Event

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To determine which Event is featured on the home page, click on the KSOM item within thetree structure.On this page, you will see a dropdown list for Featured Event . This is where you select whichevent displays on the home page. You can select from any existing new item.


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Featured Event

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After you Save and Publish the item through the workflow, it will display on the home page


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More Upcoming Events

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To determine which Event items are displayed on the home page, you can tag them withmetadata labeled Home Within the Event item itself, you will see the Metadata Tagging area

From here, you will see the option for Home. When you select Home the Event item will be set todisplay on the home page

*NOTE: You can only tag metadata items to which you have access. For example, if you areonly a member of the Department of Medicine, you will only be able to tag events with

Department of Medicine


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Creating Pages


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Page Color Key

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Each page template has a color associated with it, which is what you will see when youattempt to create a new page

Basic Page = WHITEEvents and Custom Copy = YELLOW

News and Custom Copy = GREENNews and Events = RED

If the insert menu appears smaller than what you see above, you need to add http://med-sc-dev.usc.edu to your trusted sites in your Internet Explorer browser. If you dont knowhow to do this, the following article provides instructions:http://www.microsoft.com/windows/ie/ie6/using/howto/security/settings.mspx
http://med-sc-dev.usc.edu/http://med-sc-dev.usc.edu/http://www.microsoft.com/windows/ie/ie6/using/howto/security/settings.mspxhttp://www.microsoft.com/windows/ie/ie6/using/howto/security/settings.mspxhttp://med-sc-dev.usc.edu/http://med-sc-dev.usc.edu/http://med-sc-dev.usc.edu/http://med-sc-dev.usc.edu/http://med-sc-dev.usc.edu/


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Changing Page Templates

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Content editors have the ability to change an existing pages template if needed NOTE: all content editors do not yet have this ability. This will be added at a later date.

Within the top ribbon, you will see change within the Template section of the Configure tabNOTE: do not use the Edit template option

When you click Change you will see the Change Template Wizard pop up on your screen


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Next, you can select the type of page (from an existing page) that you can change to


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Once you select the new template, you will see a warning page displaying the details of whatwill change with the new template.NOTE: because different templates have different fields, some fields may be lost if the newtemplate does not have the same fields


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Creating a page using theBasic Page template


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Page Creation Process

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When creating a page using the Basic template , you will generally follow the steps below:1. Create page2. Set up metadata/assign metadata to page


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When creating a page using the News & Events, Events and Custom Copy, or News & CustomCopy templates , you will generally follow the steps below:1. Create page2. Create news or event items for the page

3. Set up metadata/assign metadata to page


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Basic Page

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To create a Basic Page, right-click the page or area under which it will be created.Select Insert > Basic Page (the white option)

Add the name of the page to the pop- up window that displays and click OK


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Basic Page

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The first four fields are used to name the page and its navigation items.Typically, these will all contain the same text

Page Title will

display at the verytop of the page

Subtitle willdisplay below theimage

Navigation Titlewill display in theleft handnavigation

Breadcrumbs Titlewill display in thebreadcrumb trailat the top of thepage


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Basic Page

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Next, you will tag the page with a specific metadata category so that the page is associatedwith the correct section of the site.If you tag a page properly, it will only display News & Events items that correspond to thatpage on the All Events page and All News page.

You will see a metadata category drop -down list available where you can choose fromspecific categories.


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Metadata are the tags that allow you to connect a specific news item or event to a certaindepartment of officeAll metadata items are found within the Metadata folder within the Site Content area withinthe tree structure

Metadata items are organized within four folders:

Create New Metadata

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First, right-click on the folder within which you want to create the new metadata itemAfter right- clicking, select Metadata

Then, name the new metadata item

Create New Metadata

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When you create the new metadata item, you will just need to add the links to the defaultCalendar and Landing Pages for this specific item. This will be related to the department oroffice to which the metadata item is connected.

Create New Metadata

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Publishing a Basic Page

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A Content Approver will be notified via email to review the itemAfter a Content Approver approves the item, then it will be published


*For more details on theworkflow process, please seeWorkflow Process Overview


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Basic Page

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Once published, a Basic Page will look similar to this:


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When creating a page using the News & Events, Events and Custom Copy, or News & CustomCopy templates , you will generally follow the steps below:1. Create page2. Create news or event items for the page



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News & Events Page

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The first four fields are used to name the page and its navigation items.Typically, these will all contain the same text

Below them, you will see the Image and Body fields

Page Title willdisplay at the verytop of the page


Navigation Titlewill display in theleft hand

navigation


If the image has not yet been uploaded to theMedia Library within Sitecore, you will need toupload it.

If you do not remember how to upload animage, please refer back to slide 25 byclicking here.


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News & Events Page

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At the bottom of the page, you will see Featured News Research and Featured EventFrom here, select the featured items from the drop -down list to be displayed on thepage**If you need to create new News/Event items for this page , refer to the sections laterin the training guide about creating News/Event items. You will then be able to selectthem for this page.

Below those fields, you will see the Callouts section


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News & Events Page

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Create New Metadata

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First, right-click on the folder within which you want to create the new metadata itemAfter right- clicking, select Metadata


Create New Metadata

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Create New Metadata

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Publishing a News & Events Page

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News & Events Page

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Once published, a News & Events Page will look similar to this:


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Creating a page using theEvents & Custom Copy

template


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When creating a page using theNews & Events, Events and Custom Copy, or News & CustomCopy templates , you will generally follow the steps below:

1. Create page2. Create news or event items for the page



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Events & Custom Copy Page

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To create an Events & Custom Copy Page, right-click the page or area under which it will becreated.Select Insert > Basic Page with Events and Custom Copy (the green option)



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The first four fields are used to name the page and its navigation items.

Typically, these will all contain the same text






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The next three areas of an Events & Custom Copy Page are Image, Body, and Custom Copy.




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Create New Metadata

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First, right-click on the folder within which you want to create the new metadata item

After right- clicking, select Metadata


Create New Metadata

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Create New Metadata

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Publishing an Events & Custom Copy Page

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Once published, an Events & Custom Copy Page will look similar to this:


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Creating a page using theNews & Custom Copy

template


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When creating a page using the News & Events, Events and Custom Copy, or News & CustomCopy templates , you will generally follow the steps below:

1. Create page2. Create news or event items for the page



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News & Custom Copy Page

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To create a News & Custom Copy Page, right-click the page or area under which it will becreated.Select Insert > Basic Page with News and Custom Copy (the red option)



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The first four fields are used to name the page and its navigation items.

Typically, these will all contain the same text






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The next three areas of a News & Custom Copy Page are Image, Body, and Custom Copy.




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Create New Metadata

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Create New Metadata

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Create New Metadata

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The final fields of a News & Custom Copy Page are Featured News Research (choose fromdrop-down) and Callouts.**If you need to create new News items for this page , refer to the sections later in thetraining guide about creating News items. You will then be able to select them for this page.


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Publishing a News & Custom Copy Page

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Calendar Events


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At the bottom of the tree structure, you will see the Site Content section

Within this section, you will see an Events folder, with all Events within that folderTo create a new Event, right-click the Events folder, and select Insert > Event

In the pop-up window, enter the name of the new event

Add an Event

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Add an Event

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For MAC users:Rather than right-clicking to create a item, you can add new event in the ribbon. Click onthe section under which you want to create the page, and under the Home tab, you willsee event options.

You will also see the other menu options in the ribbon that you would see in the right-click menu


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Below the Location field, you will see a section to add an Image to the page

Select browse to select the image

The Media Browser will appear, and you can select your image.

If the image has not yet been uploaded to the Media Library within Sitecore, you will need toupload it.

Add an Event

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At the bottom of the page, you will see options to tag the Event

This tagging will place the Event on the proper Department and/or Office pageYou can tag an Event with multiple departments and/or offices*NOTE: You can only tag metadata items to which you have access. For example, if you areonly a member of the Department of Medicine, you will only be able to tag events withDepartment of Medicine

Add an Event

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All departmentsand offices willbe listed here foryou to tag

When you selectan item, you canadd it using theadd arrow

You can removea tag by usingthe removearrow


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When you are ready to publish an event, you must use the workflow to do so

Events use the KSOM News and Events Workflow

If you simply want to submit the item to be displayed on an event calendar, you only need toSubmit the item. To do this, select Submit from the Edit drop -down menu:

Once the item is submitted, it will be published and displayed on the site.

Publish an Event

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If you want to submit the item to be displayed on the Home Page, you need to select Requestfor Home Page for the item from the drop-down menu:

A Site Manager will be notified via email that the item is ready for review.If the Site Manager approves the event, it will be published on the Home Page and on the MasterCalendar.

If the Site Manager rejects the event, it will be placed back in Draft state. You will be notified via email.

**NOTE: if an event is rejected after it is requested for the Home Page, it may not be displayedanywhere else on the site. To display it on another page, follow the tagging process and use the Submitworkflow action.

Publish an Event to the Home Page

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If you want to submit the item to be displayed on the Master Calendar, you need to selectRequest for Master Calendar for the item from the drop-down menu:

A Site Manager will be notified via email that the item is ready for review.If the Site Manager approves the event, it will be published on the Master Calendar. If the Site Manager rejects the event, it will be placed back in Draft state. You will be notified via email.

**NOTE: if an event is rejected after it is requested for the Master Calendar, it may not be displayedanywhere else on the site. To display it on another page, follow the tagging process and use the Submitworkflow action.

Publish an Event to the Master Calendar

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Featured Event

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To determine which Event is featured on the home page, click on the KSOM item within thetree structure.On this page, you will see a dropdown list for Featured Event . This is where you select whichevent displays on the home page. You can select from any existing new item.


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Featured Event

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After you Save and Publish the item through the workflow, it will display on the home page


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More Upcoming Events

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To determine which Event items are displayed on the home page, you can tag them withmetadata labeled Home Within the Event item itself, you will see the Metadata Tagging area

From here, you will see the option for Home. When you select Home the Event item will be set todisplay on the home page


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Events Calendar


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Event Calendar Overview

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When you create an Event (see above slides), it will be automatically added to the EventsCalendar page if it is occurring within the next two weeksAll Events (without limit) within the next two weeks will be added to the pageYou can click an active day (one with bold numbers) to view that days events


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Event Detail Page Overview

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Each Event will have its detail page that displays all of the information for that event.On the right side of the page, the Upcoming Events feature will display the next fourupcoming events


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News Items


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At the bottom of the tree structure, you will see the Site Content section

Within this section, you will see an NewsResearch folder, with all news items within thatfolderTo create a new News item, right-click the NewsResearch folder, and select

Insert > News

In the pop-up window, enter the name of the new item

Add a News Item

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The new item will be created and you can populate its fields

Add a News Item

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The Title is the nameof the item

Select the date usingthe drop-down menu

Enter the Time ofthe item

Add a descriptionto the item

Add body text


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Below the Body field, you will see sections to add an Image to the page

Select browse to select the image

The Media Browser will appear, and you can select your image.

If the image has not yet been uploaded to the Media Library within Sitecore, you will need toupload it.

Add a News Item

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At the bottom of the page, you will see options to tag the News item

This tagging will place the item on the proper Department and/or Office pageYou can tag a News item with multiple departments and/or offices*NOTE: You can only tag metadata items to which you have access. For example, if you areonly a member of the Department of Medicine, you will only be able to tag items withDepartment of Medicine

Add a News Item

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All departmentsand offices willbe listed here foryou to tag

When you selectan item, you canadd it using theadd arrow

You can removea tag by usingthe removearrow


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When you are ready to publish a news item, you must use the workflow to do so

News Items use the KSOM News and Events Workflow

If you simply want to submit the item to be displayed on an event calendar, you only need toSubmit the item. To do this, select Submit from the Edit drop -down menu:

Once the item is submitted, it will be published and displayed on the site.

Publish a News Item

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If you want to submit the item to be displayed on the Home Page, you need to select Requestfor Home Page for the item from the drop-down menu:

A Site Manager will be notified via email that the item is ready for review.If the Site Manager approves the item, it will be published on the Home Page. If the Site Manager rejects the item, it will be placed back in Draft state. You will be notified via email.

**NOTE: if an item is rejected after it is requested for the Home Page, it may not be displayedanywhere else on the site. To display it on another page, follow the tagging process and use the Submitworkflow action.

Publish a News Item to the Home Page

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Featured News

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To determine which News item is featured on the home page, click on the KSOM item withinthe tree structure.On this page, you will see a dropdown list for Featured News Research . This is where youselect which item displays on the home page. You can select from any existing new item.


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Featured News

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After you Save and Publish the page, it will display on the home page


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More News

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To determine which News items are displayed on the home page, you can tag them withmetadata labeled Home Within the News item itself, you will see the Metadata Tagging area

From here, you will see the option for Home. When you select Home the News item will be set todisplay on the home page


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News Landing Page Overview

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The News Landing page will list news items for a specific department or areaThe first news item gets a unique position and styling on the pageThe remaining news items will display in a paginated list, with four items on each page


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News Detail Page


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News Detail Page Overview

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When you create a News & Research item (see above slides), a News Detail Page for thatitem will automatically be createdYou will see the following items on the page:

Title

DateBody TextImage

More News feature


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Creating Metadata

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Metadata are the tags that allow you to connect a specific news item or event to a certain

department of officeAll metadata items are found within the Metadata folder within the Site Content area withinthe tree structure


Create New Metadata

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C N M d


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Create New Metadata

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C N M d


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When you create the new metadata item, you will just need to add the links to the default

Calendar and Landing Pages for this specific item. This will be related to the department oroffice to which the metadata item is connected.

Create New Metadata

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Callouts

Add C t t C ll t


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Add a Content Callout

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A content callout can contain custom text and images, displayed in various unique formats.

To create a custom callout, insert a new item within the folder seen below Site Content >Callouts > Content.Note : sub-folders can exist within the callout folders if necessary

Add C t t C ll t


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Add a Content Callout

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When creating a new content callout, you will see the following fields:Background Color: grey, tan, or white (drop-down list)Content: rich text editor

Within the rich text editor, you can add text and/or imagesWhen adding the callouts title, make sure to use Heading 3 so that the titledisplays in the correct format on the page

Learn More Link: link to more details regarding the item

Add Vi l C ll t


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Add a Visual Callout

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A visual callout can contain custom text and/or images. All visual callouts will have a similarstyling.

To create a custom callout, insert a new item within the folder seen below Site Content >Callouts > Content.Note : sub-folders can exist within the callout folders if necessary

Add a Vis al Callo t


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Add a Visual Callout

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When creating a new visual callout, you will see the following fields:ImageLink

Content: rich text editor (keep this short to fit within the callout box)Background Color: grey, red, or yellow (drop-down list)

NOTE: The image is optional. If no image is selected, the text will fill the available space in thecallout. If the image is added, it will always display on the left side of the callout.

Publishing Callouts


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Publishing Callouts

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After a Content Approver approves the item, then it will be published


*For more details on theworkflow process, please seeWorkflow Process Details

Callout Inheritance and Hiding


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Callout Inheritance and Hiding

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If a parent page (such as a department page) displays certain callouts, any page createdbeneath that page (a child page) will, by default, display the same callouts as the parentpage.If you want to display different callouts on the child page , you can change the callouts as younormally would

If you want to hide the parent pages callouts , you select the hide callouts checkbox within

the content editor. Make sure to publish the page to reflect any changes to the callouts.


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Creating Sub-Folders

Creating Sub Folders


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When you need to create sub-folders within an existing content section, there are a few key

steps to take to ensure adding new items is a simple process.NOTE: the example below shows Callouts. The process is the same for any content type within Sitecore.

To make sure the content type is displayed within the Insert menu (as seen below), you willneed to follow the steps below.

You can add the callout as an insert option to each folder you create this will need to bedone to each folder/sub-folder.

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Make sure to click on the folder to which you want to add the insert option

In the configure tab, select Assign

On the pop-up screen, expand the tree (KSOM > Items > Callouts), and then select the type ofcallout you want users to add to the specific folder. Add it to the right by using the bluearrows . Then, click OK.


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Appendix A: Rich Text Editor



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Some fields provide access to a Rich Text Editor


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Standardcut / copy / paste

Paste from WordPaste from Word Cleaning Fonts and Sizes

Paste Plain TextPaste as HTML

Provides both standard clipboard and clean pasting operations



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Supports undo / redo and common formatting options

Standard Formatting

Undo / Redo



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Insert special symbols


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Right-click to edit image properties (for example, image alignment)


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ppe d : c e t d to

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Spell checking and on-line help


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Appendix B: Search within Sitecore

Appendix B: Search


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Within the content editor, you can search to find the information you need

The search bar will appear if you select Search within the Navigate panel of the toolbar

Within the search box, you can search for a specific word or term. This will search any contentwithin Sitecore, such as titles, dates, images, and page text.

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Appendix B: Search


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By selecting a search result, you will be able to view that item within Sitecore, whether a

page, event, image, etc.To remove the search bar from your view, simply click the X at the top of the search panel

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Appendix C: WorkflowProcess Details

Appendix C: Workflow Process Details


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There are four roles that exist within Sitecore that users can have:

The roles are listed below in ascending order, in terms of amount of access

Content Editor can add, edit, and delete basic contentContent Approver can add, edit, delete, and approve/reject contentSite Manager manages all site content and has full access to the content treeAdmin manages all site operations and has full access to all Sitecore settings

ContentEditor

ContentApprover

SiteManager Admin

Appendix C: Workflow Process Details


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The workflow process is in place to ensure that content is appropriately reviewed before being

published onto the live websiteThere are two workflows in place:

KSOM Content Workflow (used for standard site content and pages)KSOM News and Events Workflow (used solely for news and event items)

Each workflow process follows a few basic steps (shown below) and begins when a user wantsto publish content to be displayed on the site

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Content Workflow Steps

News and Events Workflow Steps

1

2

3

1

2

3

4

5

Appendix C: Content Workflow


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The Content workflow is used for pages, callouts, etc. anything except for news and events

When you are ready to publish an item, use the Edit drop down to select Submit Before you select Submit the item will be in a Draft state

You can add a comment if you like:

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Appendix C: News & Events Workflow


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The News & Events workflow is used strictly for news & events item

You have three options to select to begin the workflow process (before you select a workflowstep, the item will be in a Draft state)

Submit (if you want to display the item normally on the site)Request for Home Page (if you want to add the item to the home page AND the master calendar)Request for Master Calendar (if you want to add the item to the home page)

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Before you select Submit the item will be in a Draft state

After you select Submit, there is no approval in place the item will be published .

You can add a comment if you like:

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If you want to submit the item to be displayed on the Home Page, you need to select Request

for Home Page for the item from the drop-down menu:

The item will be sent to a Site Manager for approval.If the Site Manager approves the event, it will be published on the Home Page and on the MasterCalendar.

If the Site Manager rejects the event, it will be placed back in Draft state. You will be notified via email.

**NOTE: if an event is rejected after it is requested for the Home Page, it may not be displayedanywhere else on the site. To display it on another page, follow the tagging process and use the Submitworkflow action.

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If you want to submit the item to be displayed on the Master Calendar, you need to select

Request for Master Calendar for the item from the drop-down menu:

The item will be sent to a Site Manager for approval.If the Site Manager approves the event, it will be published on the Master Calendar. If the Site Manager rejects the event, it will be placed back in Draft state. You will be notified via email.

**NOTE: if an event is rejected after it is requested for the Master Calendar, it may not be displayedanywhere else on the site. To display it on another page, follow the tagging process and use the Submitworkflow action.

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Appendix D: Using theWorkbox

Appendix D: Using the Workbox


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For items to move between workflow states, specific content approvers must review the

submissions and either approve or reject themThe best way to view and manage items that are within a workflow state is through theWorkboxYou can access the Workbox through the content editor or desktop views

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From within the workbox, you can view all items within each workflow

Within each workflow, you can view which items are within each workflow state

You can expand/collapse each category to view the specific items within each workflow state

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At the top of the page, you can select/deselect which workflow items to view

You can also determine the number of items per page to be displayed

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The headerwill list theworkflow stateof the items



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Within the workbox, you can preview, open, view differences, approve, or reject specific items

You can also Approve or Reject ALL ITEMS within a category, or just the SELECTED ITEMS thatyou specifically select. This will make the approval or rejection process quicker.

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Appendix E: Image Tools


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Documents

Sitecore Training - Content Editors- 9-24