Viewing Content from a Web Page

1. Sign in and browse to the content you want to view.
2. Hover over the access point () and choose Properties.

Viewing Content from the Workarea

1. Navigate to the folder that contains the content.
2. To change the type of content being displayed, click View then select a type.
3. If your system supports more than one language, you can view only content in any language via the View > Language menu option.
   

   

4. Hover the cursor over the content, click the triangle (), and select View from the drop-down menu. The View Content screen appears.
   

   

Permissions for Moving/Copying Content

Permissions for moving or copying content are defined as follows:

• members of the Administrators user group
• a user with Add, Edit, and Delete permissions for the source and destination folders
• a user is a member of a group with those permissions
• a user assigned in the Roles > Folder Specific > Folder User Admins screen
• a user assigned in the Roles > Folder Specific > Move or Copy screen

Effects of Moving/Copying Content

When content is moved or copied, the following changes are made.

• The content inherits permissions, the approval chain, and the default template from the new folder.
• The content’s Quicklink is moved or copied in the library to the destination folder. However, the Quicklink remains the same (that is, the default template doesn’t change). You can update this by editing the Quicklink.

  NOTE: If the Link Management setting in the web.config file is set to true, you do not need to update the quicklink. Link Management automatically finds the correct template based on the current folder.

• If the new folder already contains content with the same title, Ektron appends a number to the title to make it unique. For example: ASP.NET Unleashed(2).
• Library image paths inside the content remain the same.
• If a destination folder has required metadata that the pasted content lacks, the paste action is not affected. But, the next time a user edits that content, the user must complete the required metadata before the user can save the edits.
• If the content’s template is a Smart Form, it remains assigned even if the Smart Form is not assigned to the new folder.

• HTML Form/Survey—Creating a Form
• XML Smart Form—Working with Smart Forms
• Assets (including multimedia)—Managing Assets
• Microsoft Office document—Managing Microsoft Office Assets
• PageBuilder page—Creating Web Pages with PageBuilder
• Web Calendar event—Adding System Calendar Events
• Blog post—Working with Blog Posts
• Discussion forum posts—Working with Posts

Link Checking Before Deleting

NOTE: It is good practice to check for broken quicklinks before deleting content.

Use the link checker button to locate all content with a link to the current content. The identified content that will include a “dead” link after you delete the current content. So, remove or change the obsolete links before deleting.

1. Access the View Content screen for the content where you want to check links
2. Click Link Search (). A screen displays each content item with a link to the current content.
3. Click the content title to access the View Content screen for the selected content.
4. Remove or change the Quicklink.

Deleting a Content Item from a Web Page

1. Sign in and browse to the content you want to delete.
2. From the access point (), choose Delete. The View Content screen appears.
3. Click Delete (). A confirmation message appears.
4. Click OK.

Deleting a Content Item from the Workarea

1. Access the View Contents of Folder screen for the content you want to delete.
2. Hover the cursor over the triangle () and choose Delete. A confirmation message appears.
3. Click OK.

Deleting Several Content Items in a Folder

On the View Contents of Folder screen, you can delete several content items at once.

NOTE: If you are working with an eCommerce catalog entry, you can only delete it if it is not on an order nor checked out.

1. Navigate to the folder that contains the Approved content you want to delete.
2. Choose Delete > Content. The Delete Contents screen appears.
3. Check the boxes of the content items you want to delete.
4. Click Delete Content. A confirmation message appears.
5. Click OK.

Editing with the Web Site Server Control Menu

Web Site Server Control Menu—available after signing into an Ektron Web site. Lets you edit content from most server controls on a Web page. The options depend on the control and user’s folder permissions. To display this menu, click the triangle to right of content.

Editing with the Web Site Content Menu

Web SiteContent Menu—available after signing into an Ektron Web site. After you sign in to your Web site, just above controls that contain content you have permission to edit is a silver access point (). When you hover the cursor over it, a menu appears.

You can perform Ektron tasks from the menu. Menu options vary depending on the content’s status, your permissions, and so on. The advantage of this feature is that you can see how a Web page appears to site visitors.

System administrators can remove toolbar buttons by editing the C:\Program Files\Ektron\CMS400v8x\workarea\ContentDesigner\configurations
\InterfaceEditInContext.aspx file. Also, the content block server control’s Suppresswrappertags property must be set to false.

Web Site Content Menu Options

• Add—Appears if you selected a language and the content is not available in that language. Use this button to copy existing content into new content and translate it to the new language. Working with Multi-Language Content
• Add HTML Content—Create new HTML content in the folder to which the control is assigned. Creating HTML Content
• Add Smart Form Content—Create new Smart Form content in the folder to which the control is assigned. Working with Smart Forms
• Approve—Approve or decline a request to publish or delete content. Approving or Declining Content
• Add Task—Add a task to a user. Assigning and Managing Tasks
• Delete—Open View Content page. From it, you can delete the content. Finding and Viewing Content
• Edit—Check out content for editing; open in separate window. Editing HTML Content
• Edit in Context—Check out content for editing; content remains within Web page. Edit vs. Edit in Context
• Logout—Log out of Web site. Logging Out
• New Poll—Create new poll or survey. Creating Surveys and Polls
• Preview—Preview content before it is published. Previewing Content in a Mobile Device Template
• Properties—Open content’s View Content page. Finding and Viewing Content
• Site Overlay—View a visual map of popular links on a Web page, based on the frequency of clicks. Setting Up Site Overlay
• View Content Difference—Display differences between previous and currently-published version of content. Comparing Versions of Content
• View History—Open View History screen, where you can view previous versions of content. Managing Versions of Content
• View Page Activity—View the current page's SEO information. Using the Search Engine Optimization (SEO) Server Control
• Workarea—Open Workarea. From here, you can perform all Ektron tasks. Using the Workarea and Smart Desktop

Edit vs. Edit in Context

You have the following options for editing content from a Web page.

Option	Edit in Context	Edit
How the editor appears	Within the page you are viewing	In new window
Editing functions	Only a few	Complete set
What you can update	Content only	Content plus all editor tabs (Summary, Metadata, and so on)
Types of content available	HTML only	HTML HTML forms XML Smart Forms
What you can do after editing	Submit/Publish	Check in Submit/Publish
Available from	Web Site Content Menu	Web Site Content Menu and Web Site Server Control Menu

You have the following options for editing content from a Web page.

Option	Edit in Context	Edit
How the editor appears	Within the page you are viewing	In new window
Editing functions	Only a few	Complete set
What you can update	Content only	Content plus all editor tabs (Summary, Metadata, and so on)
Types of content available	HTML only	HTML HTML forms XML Smart Forms
What you can do after editing	Submit/Publish	Check in Submit/Publish
Available from	Web Site Content Menu	Web Site Content Menu and Web Site Server Control Menu

Hiding and Showing Content Borders

By default, Ektron provides the silver access point () to indicate the edit menu. An alternate view of the edit menu uses borders around content areas. This is optional and can be set in the web.config file. To learn how to set this option, see Changing the Appearance of the Web Site Content Menu.

IMPORTANT: If you change the border to hidden, the Add and Edit buttons for menus are also hidden. This displays the page as it appears when you are not logged in. For information on menus, see Working with Menus.

You can hide the border that surrounds content when you are logged into Ektron. This lets you view the page as it appears when not logged in. If the border is hidden and you hover over a content area, there is no indication that it is Ektron content. However, you can right click to access the menu.

NOTE: Information about whether a border is hidden is stored in a cookie on a user’s system.

To show the border, log into Ektron, right click a content block, and choose Show Borders.

To hide the content border, right click on a content block and choose Hide Borders.

Changing the Appearance of the Web Site Content Menu

You have 3 choices for determining the appearance of the Web Site Content menu. To make your choice, edit the ek_UserMenuType element of the siteroot/web.config file. By default, ek_UserMenuType is set to 2.

Value set in ek_UserMenuType	Description	Illustration
2 (default)	drop-down Interface—No borders; drop-down menu appears when user clicks the Silver Access Point in top left corner of server control.
1	Classic Interface—Colored borders and menus always appear; menu options appear as icons in the top row. NOTE: If you use this interface, the page layout is not depicted accurately because of the fixed toolbars.
0	Hover Interface—Colored border appears when user hovers mouse over area; menu appears when user right clicks mouse inside border. This interface has 2 display options: vertical (shown on right) and horizontal. To change: Open the siteroot/web.config file. Find ek_MenuDisplayType. Change its value: 0 (zero) = horizontal 1 = vertical

Editing with the Workarea Content Menu

Workarea Content Menu—available within the Ektron Workarea; lets you edit content from the View Contents of Folder screen. Hover the cursor over the triangle () and click Edit. The editor opens with the content block inserted. An editor appears in which you can perform the following editing functions.

• edit content. See Using the Ektron Editor
• create or edit a summary
• specify metadata for the content
• enter or update a comment
• enter or update start and end dates
• review and update Web Alert information
• if aliasing is enabled and you are an alias administrator, an Alias tab appears
• assign or change available Working with Templates
• assign a taxonomy categories
• save changes
• check in content
• submit content for approval
• publish content to the Web site
• access the library

Creating or Editing a Summary

1. Navigate to the folder in which you want to create or edit the content.
2. In the View Content screen, choose New > {type of content} or open the View menu next to existing content and choose Edit. The Edit content screen appears.
3. Insert a Title and content, if needed.
4. Click the Summary tab.
   

   

5. Enter a summary for the content. The summary can include images, files, and hyperlinks.
6. When done, click the appropriate button.

You can only edit the summary of content that is published, checked in, or checked out by you. When you enter or edit existing content’s summary, its status changes to checked out. After you create or edit the summary, click Check-In to check the content in. From that point, you need to submit or publish it.

Automatically Creating a Summary

Ektron automatically generates a summary for new content if none exists when it is first published. If the summary is blank, Ektron copies the first 40 words of content to the summary. After the content is published, you can update or delete the summary. If you delete a summary, it remains blank and is not automatically generated again.

How Membership Users Autogenerate a Summary

If a membership user edits content and wants to update the summary, the user checks the Auto Generate New Summary field on the membership editing screen, and the first 40 words of the content are automatically copied into the summary.

There is no limit on the number of times a membership user can automatically generate a new summary.

• Site visitor

  

• Logged in user with read-only permission

  

• Logged-in user with edit permissions

  

NOTE: You can determine the appearance of the menu shown above. See Changing the Appearance of the Web Site Content Menu.

Making a Folder Private

NOTE: You can only set content to private when inheritance is broken. See Also:

1. In the Workarea, navigate to the folder that you want to make private.
2. Choose View > Properties.
3. Click View Permissions ().
4. If necessary, uncheck the box that says Allow this object to inherit permissions. (You must disable inheritance before you can make the content private.)
5. Check the box that says The content in this folder is private and can only be viewed by authorized users and members. A confirmation message appears.
6. Click OK. All content in the folder is now private. As new content is added, it is automatically set to private.

Making Content Private

1. In the Workarea, navigate to the folder that contains the content you want to make private.
2. Click the content item you want to make private.
3. Click View Permissions ().
4. If necessary, uncheck the box that says Allow this object to inherit permissions. (Inheritance must be disabled before you can make the content private.)
5. Check the box that says This content is private and is NOT viewable on the public Web site. A confirmation message appears.
6. Click OK. The content is now private.

Making Assets Private

If assets are set to private, they are handled like other private content with one important exception: unless you follow the procedure described below, anyone can access an asset by typing the URL of the asset into the browser’s address field.

If a user attempts to access the asset in any other way (such as, linking to it from a Web page), the regular methods of making content private work. See Making a Folder Private and Making Content Private.

To make assets private even if someone types their URL into the browser’s address field:

NOTE: If site users receive a 404 Page Not Found error when trying to view private assets, make sure you have completed all steps below.

1. Open your Web site’s web.config file, located in the site root folder.
2. Make sure the following line is uncommented.

   <remove verb="GET,HEAD,POST" path="*"/>

3. Comment out the 8 lines indicated below.

   <httpHandlers>
   <remove verb="GET,HEAD,POST" path="*"/>
   <add verb="HEAD,OPTIONS,PROPFIND,PUT,LOCK,UNLOCK,MOVE,
     COPY,GETLIB,PROPPATCH,MKCOL,DELETE,(GETSOURCE),
     (HEADSOURCE),(POSTSOURCE)" 
     path="*" 
     type="Ektron.ASM.EkHttpDavHandler.EkDavHttpHandlerFactory"/>
   <!--<add verb="GET,POST" path="*.doc" 
     type="Ektron.ASM.EkHttpDavHandler.EkDavHttpHandlerFactory"/>
   <add verb="GET,POST" path="*.docx"
     type="Ektron.ASM.EkHttpDavHandler.EkDavHttpHandlerFactory"/>
   <add verb="GET,POST" path="*.xls"
     type="Ektron.ASM.EkHttpDavHandler.EkDavHttpHandlerFactory"/>
   <add verb="GET,POST" path="*.xlsx"
     type="Ektron.ASM.EkHttpDavHandler.EkDavHttpHandlerFactory"/>
   <add verb="GET,POST" path="*.ppt"
     type="Ektron.ASM.EkHttpDavHandler.EkDavHttpHandlerFactory"/>
   <add verb="GET,POST" path="*.pptx"
     type="Ektron.ASM.EkHttpDavHandler.EkDavHttpHandlerFactory"/>
   <add verb="GET,POST" path="*.vsd"
     type="Ektron.ASM.EkHttpDavHandler.EkDavHttpHandlerFactory"/>
   <add verb="GET,POST" path="*.vsdx"
     type="Ektron.ASM.EkHttpDavHandler.EkDavHttpHandlerFactory"/>-->

   Eight add verb statements in the middle are commented out.

4. Make sure the following line is uncommented.

   <add verb="GET,HEAD,POST" path="*" type="Ektron.ASM.EkHttpDavHandler.EkDavHttpHandlerFactory"/>

5. Save web.config.

Setting a Start Date

1. Edit a content item and click the Schedule tab.
2. Click Add () next to the Start Date field.
   

   

3. A calendar pops up. Select the date and time when this version of the content will become visible on the Web site.
   

   

4. Click Done. The date and time appear in the Start Date field.

   NOTE: When you select a time for content to go live, that time depends on the server’s system clock. If the clock is incorrect, the content will not go live at the intended time.

   After you save the content, it appears on the Content Pending Start Date report, which keeps track of content with a future start date. See Also: Content Pending Start Date Report

   After you set a go-live date and the content completes the approval chain, the following scenarios may occur:

   • Setting the Go-Live Date on New Content

     When you set a go-live date on new content, it becomes viewable on the specified date and time as long as it completes the approval chain. If a site visitor accesses the page that contains the content before then, only the template appears.

     If a logged-in Ektron user browses your Web site, the user sees a gray border around the content until the date specified. If the user clicks within the gray border, the user can use the Preview option to see the new content.

   • Setting the Go-live Date on Existing Content

     When you set a go-live date for changes to existing content, and it completes the approval chain, a logged-in Ektron user sees a gray border around the content until the date specified.

     When you view content on the Web site, you see the previously published version. When the go-live date occurs, the new content replaces the previous version, and its status changes to Active.

Setting an End Date

1. Edit a content item and click the Schedule tab.
2. Click Add () next to the End Date field.
   

   

3. A calendar pops up. Select the date and time when this version of the content will become visible on the Web site.
   

   

4. Click Done. The date and time appear in the End Date field.

When content reaches its end date, it appears on the Expired Content report. See Also: Content to Expire

If your choice means the content will not appear on the Web site, you should have another content item ready to replace it. If not, the template appears without the content.

Setting Archive Options

Use content’s archive options to determine what happens upon reaching its end date/time. To be eligible for any option, the content must reach its end date/time, progress through its approval chain, and be published. Until those events occur, the content remains visible within its Workarea content folder and on the site.

Viewing Content History

• To access content history from the Workarea, click on a piece on content. The View Content Screen appears. Then click View History ().
• To access content history from a Web page, click the access point () and choose View History.

  The following image shows a sample View Content History screen.

  

  

  The window displays the following information for each version.

  • a Compare column lets you compare Web traffic analytics data between any 2 published versions.
  • Ektron assigns a unique number to each saved version of a content block.
  • an arrow indicates a version that was published. Versions without an arrow indicate content that was checked-in but not published.
  • date and time version was checked in or published
  • title of content
  • last user who edited content
  • comments entered by user to describe the changes

To view any version, click its title to display the Content History window for that content.

There are 3 view modes.

• Diff—Compares published version of content to staged version
• Published—Displays currently published version
• Staged—Displays the staged version of content.

Comparing Versions of Content

If content can be compared with another version, the View Difference button () appears in the content history area or the Web page view.

NOTE: The first time you use the View Content Difference screen on a client machine, you are prompted to install the differences tool. When the installation program completes, close and reopen the View Content Difference feature.

There are varying versions of this procedure. Consult your system administrator to determine the correct procedure for you.

Restoring a Previous Version

NOTE: The ability to restore content is a permission granted by the system administrator. If you do not see Restore on the View Content History screen, you do not have permission to do so.

1. Open the content folder that contains the content.
2. Click the content item.
3. Click History ().
4. Select an historical version that you want to restore.
5. Click Restore. The content history window closes, and you return to the View Content page or the Web page, with the content in a checked in status.

   If desired, check out the content to make additional changes. Select the workflow to perform on the content. When the historical version is approved, it is published to the Web site.

Removing Applied XSLT

You can only remove an applied XSLT when viewing historical versions of XML content. If you remove the applied XSLT, you can view the content without the irrelevant XML tags.