USER GUIDE : MANAGERS€¦ · • Developers and integrators can create new managers if these can prove useful in the particular context of your project. Obviously those custom managers

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USER GUIDE : MANAGERS DIGITAL EXPERIENCE MANAGER 7.2.0

USER GUIDE: MANAGERS DIGITAL EXPERIENCE MANAGER 7.2.0

© 2002 – 2017 Jahia Solutions Group SA Page 2 / 29

TABLE OF CONTENT

1 INTRODUCTION ................................................................................................................................... 4

2 MANAGERS STRUCTURE ................................................................................................................... 5

2.1 The Left panel ........................................................................................................... 6

2.2 The Main panel ........................................................................................................ 7

2.3 The Properties panel ............................................................................................... 8

3 CONTENT MANAGER ......................................................................................................................... 9

4 DOCUMENT MANAGER .................................................................................................................. 11

4.1 Switching views .................................................................................................... 12

4.1.1 List view .................................................................................................................. 12

4.1.2 Thumbnails view ................................................................................................... 13

4.1.3 Details view ........................................................................................................... 14

4.2 Image editing features ......................................................................................... 15

4.2.1 Resize an image ..................................................................................................... 15

4.2.2 Crop ......................................................................................................................... 16

4.2.3 Rotate ...................................................................................................................... 17

5 PORTLET MANAGER ........................................................................................................................ 18

6 REPOSITORY EXPLORER ................................................................................................................. 20

7 CATEGORY MANAGER .................................................................................................................... 21

7.1 Actions .................................................................................................................... 22

7.2 Usages ..................................................................................................................... 22

7.3 Languages ............................................................................................................... 23

8 SITE MANAGER .................................................................................................................................. 27



9 REMOTE PUBLICATION MANAGER ............................................................................................ 28

10 ADDITIONAL RESOURCES ......................................................................................................... 29



1 INTRODUCTION This document presents a set of graphical user interfaces regrouped under the name

“Managers”. Those tools are accessible, with sufficient privileges, by users of Digital Experience

Manager under different modes: Contribute Mode, Edit Mode, and Jahia Studio.

In the Jahia lingo “Managers” are specialized GUI/tools that allow to work more efficiently on a

given type of content, accomplish tasks that cannot be done elsewhere or in a convenient

fashion in Edit Mode.

Digital Experience Manager comes with 7 managers by default but

• The ability to access or use those managers depends on your role as an author, then some

of those managers may or may not be accessible to you depending of your platform

settings.

• Developers and integrators can create new managers if these can prove useful in the

particular context of your project. Obviously those custom managers cannot be explained

in this guide, but their principles will be similar to the ones detailed in this document.

Note: the components managers have been removed in Digital Experience Manager 7. Gathering

feedbacks from customers it appeared that the way components were managed were not

satisfying and, more important, were not related to roles, which was for most customers the

obvious way to manage them. Hence, components are now completely integrated to roles and

permissions and this manager was of no use.

Managers are displayed in the form of pop-up windows. Each manager has a particular use and

provides access to all functions available for the selected subject:

This document explains the general principles and capabilities of managers in general, and then

explains only the specifics of each manager to avoid unnecessary repetitions.



2 MANAGERS STRUCTURE Managers are usually organized into four parts, the Tags Manager and the Category Manager

are exceptions.

1. The toolbar (green box), providing menus; usually those menus give access to actions to

are also available when selecting an item and doing a right.

2. The Navigation / search panel (red box), showing a tree structure of items

3. The Main panel (blue box), showing children of the selected item in the tree panel

4. The Properties panel (brown box), showing detailed information about the item selected in

the list panel

All operations are performed from the selected nodes in the main view (blue box), the left

panel (red box) only serves to navigate within the data repository.



The Properties panel is, in fact similar to Edit-Engine (see the document Edit Mode: GUI and Tools

overview available at http://www.jahia.com/documentation-and-downloads/editors-

documentation)

2.1 THE LEFT PANEL The Left panel by default displays the current site (the one selected when the Manager was

opened)

The bottom of the Left panel offers several other accesses

• Sites: provide access to the other sites on which the user has at least read access

• External repositories: provide access to binary files that are not directly stored in Digital

Experience Manager, like network shared drives or other document management

platforms for instance. Depending on your Digital Experience Manager settings this

section can be empty or not (empty by default)



• My workspace: provide access to files that are stored in a special folder belonging to the

current user. Those files can be accessed also by the user in his dashboard.

• My Saved searches: provide a list of predefined searches the current user has saved for

later reuse.

2.2 THE MAIN PANEL The Main panel displays the item contained in the item selected in the Navigation panel.

For each item, the publication status is displayed at the end of the line

Not published: the item does not exist in Live mode

Published: the item exists in Live mode and is exactly the same

Unpublished: the item used to be published by has been removed from Live mode

Modified: the item is published but the staging version has been modified

Content is marked as “work in progress” (it has been modified but is not ready to be

published. To make it publishable again, a user has to remove the WIP status in the editing

panel.

Items are ordered by alphabetical order by default. Some managers, when this makes sense,

offer complementary sorting or filtering options at the top of the panel.

The Main panel allows to select multiple items at a time and

• Drag and drop them into another location

• Do a right-click to act on all the selected items at once



2.3 THE PROPERTIES PANEL The Properties panel is similar to the Edit-Engine that appears in full page when editing a

content item in Edit mode or Contribute mode. Depending on his role the user will see more or

less tabs and will be able to change the content properties and save his changes.



3 CONTENT MANAGER This manager is dedicated to manipulate content stored directly in the folder named “contents”.

Content items stored in this folder (or subfolders) is said to be “out-of-context” versus content

directly created in the site pages’ hierarchy which is called “in-context”. For most authors it is a

less convenient approach than in-context editing except for some specific use cases. Working

out-of-context can also be a preference for some users accustomed to work this way with other

systems. Content-items stored under this folder have to be inserted in pages through queries or

manually as references.

In this manager in particular you can

• Create directly content and folders (Menu File or right-click in the Main panel)

• reorder the tree in the Navigation panel by drag and dropping folders or items into other

folders, like you would do on your Mac or Windows.



• drag and drop items from the Main Panel to any folder in the Navigation panel, the

consequence is to move the items to the new location.

• Publish or unpublish items one by one or several at a time

• Filter the type content to display, using the drop-down list in the Menu toolbar



4 DOCUMENT MANAGER The Documents Manager allows to work on binary files: pictures, videos, flash movies, Office-

like documents, pdf files, etc.

The manager allows to work on a per item basis, but also to organize files, manage the folders

structure and simply move items by drag and drop



4.1 SWITCHING VIEWS Using the View menu, you can change the way the Main panel is displayed.

4.1.1 List view One line per item with columns providing some info depending on the type of content



4.1.2 Thumbnails view Only thumbnails and item names are displayed. Advanced options are available to rapidly find

the documents you want



4.1.3 Details view List the items in a single column but display more information than the list view (system name,

title, tags and categories applied and some metadata)



4.2 IMAGE EDITING FEATURES

4.2.1 Resize an image Right-click on the image in the main panel, choose “resize”

Choose manually the new size wanted, or use one of the predefined sizes.

The name under which the image will be saved is displayed in the latest field, by default Digital

Experience Manager uses the original name plus “-resize” and the new width and height.

Example “ImageA.jpg” resized in 640 x 480 pixels will be proposed as “ImageA-

resize640x480.jpg” but you can manually change that name before saving; if you want to replace

the original image, you can use the original name. Digital Experience Manager requests a

confirmation to avoid overriding an image by mistake.



4.2.2 Crop

Choose manually the crop size wanted, or use one of the predefined sizes.

The name under which the image will be saved is displayed in the top field, by default Digital

Experience Manager uses the original name plus “-crop” and the new width and height.

Example “ImageB.jpg” cropped at 640 x 480 pixels will be proposed as “ImageB-

crop640x480.jpg” but you can manually change that name before saving; if you want to replace

the original image, you can use the original name. Digital Experience Manager requests a

confirmation to avoid overriding an image by mistake.



4.2.3 Rotate

Use the button to rotate the image left or right.

The name under which the image will be saved is displayed in the top field, by default Digital

Experience Manager uses the original name plus “-rotate”.

Example “ImageC.jpg” will be proposed as “ImageC-rotate.jpg” but you can manually change that

name before saving; if you want to replace the original image, you can use the original name.

Digital Experience Manager requests a confirmation to avoid overriding an image by mistake.



5 PORTLET MANAGER The Portlet Manager displays portlets and other Google gadgets available to your site by the

administrators of the platform (via the administration interface).

From a strictly technical point of view, the portlets and gadgets differ from Digital Experience

Manager components and require additional management interfaces. From a functional

perspective, they are relatively similar: they are small standalone applications that can be

inserted into web pages offering a new level of interaction with users.

File

• New folder: creates a new folder under the selected directory. Creates a tree to store

gadgets and portlets, if required.

• New portlet: Creates a new instance of a java portlet deployed on the server.



Edit

• Rename: Opens a window to rename the file or folder.

• Delete: deletes the portlet or folder. When deleting a folder, all subfolders and items

stored in the folder will also be deleted.

• Copy: copies the file or folder.

• Cut: copies the file or folder selected, the selection will then be deleted once the paste

operation is performed.

• Paste: paste the previously copied or cut selection, under the selected folder.

View

• Refresh: refreshes the complete manager.



6 REPOSITORY EXPLORER The Repository Explorer is the only manager which provides access to all content stored [all the

nodes] within the data repository. This tool is usually reserved for experienced administrators

since it is possible to edit, delete or move any item, including the nodes essential to the

functioning of your sites. As the consequences of these actions can be severe, it is

recommended to restrict access to this manager. If you have access to the Repository Explorer

you should only make changes when you are sure of what you’re doing and when in doubt, ask

for help from an administrator or manager of the platform.



7 CATEGORY MANAGER Categories are taxonomy terms/concepts organized in a tree; Because in intranet scenarios the

same vocabulary and concepts are often used in multiple projects, the tree is unique for the

platform and then accessible from all sites by default. Administrators can restrict the usage to

one particular branch for a given web site if necessary.



7.1 ACTIONS

7.2 USAGES As for tags, it is possible to get the list of all content items on which the selected category has

been applied, thanks to the “usages” tab in the lower part of the window.

For each usage, the path to the exact item is indicated and a clickable link to the page that

contains it.



7.3 LANGUAGES Categories are multilingual, meaning that they can be translated in various languages, which is

more convenient for users and a standard practice for hierarchical taxonomies (versus tags). To

translate a category title, select the item In the property frame appears “copy to all languages”

button.



You can also right-click on a category and choose one of the translation couples proposed



A popup window appears with the start language not editable and the destination language

editable.





8 SITE MANAGER The Site Manager shows all sites on which the user has edit rights and ease some operations to

manipulate the structure of these sites, as well as the page attributes of your site.

The particularity of the Site Manager is to display not only pages but all content items that

compose a site, including items that are not visible in edit mode and are used to structure pages

like lists or rows/columns components, or components with no rendering at all.

The manager allows to move items or delete them when necessary which can be useful to solve

a problem if, for any reason, an object is not accessible anymore visually in Edit mode.

The Site Manager can be very useful also to manage granular publication of content-items versus

the Publication manager that works on a per-page basis.



9 REMOTE PUBLICATION MANAGER The Remote Publication Manager is only available in the Enterprise distribution of Digital

Experience Manager and for environments with a specific “distant publication” setup. This type

of configuration is commonly used when a security firewall is present between the two

environments. The details of the remote publishing manager are explained in a dedicated

document and not covered in this guide. This manager is generally reserved for experienced

administrators.

The remote publication topic is covered in dedicated document, reserved for paid customers,

accessible in our extranet

http://www.jahia.com/customer-extranet



10 ADDITIONAL RESOURCES On our website (www.jahia.com), you will find the following resources to help you continue your

experience of Digital Experience Manager:

• Forum: this is the community forum, where Digital Experience Manager users can

exchange questions and answers. It is highly recommended to check the forums for any

questions you may have as they could have been already addressed previously.

• Commercial support: Jahia also offers commercial support contracts to fit your needs.

These may range from standard basic support all the way to custom assistance contracts.

Please check http://www.jahia.com for details on our commercial offerings.

• Documentation: on our www.jahia.com/resources/techwiki/ section you will also find our

online documentation ranging from end users guides to integrators documentation and

API. Make sure to check back often, as we will be updating them as new releases come

out.

Videos:alsoavailableonwww.jahia.comandourYoutubechannel(http://www.youtube.com/user/JahiaCMS)aretutorialvideosthatwillshowyouhowtoaccomplishcertaintasksorillustratesomespecificfunctionality.