Closing the Workarea

There are 2 ways to close the workarea.

• Close by logging-out of the Web Site from either a Logout link on the Web page or the Logout button ().
• Close by using the Windows Close button () in the upper right corner of the browser. When you do this, you remain logged into the Ektron Web Site.

Customizing the Smart Desktop

The Smart Desktop can have multiple tabs, letting you organize content by subject – think of tabbed browsing. You can easily add new tabs and switch between them.

Within a tab, you can add, move, or delete Widgets to personalize your Smart Desktop.

Smart Desktop Widgets are stored in a widget tray. You drag and drop widgets from the tray onto any tab and column on the Smart Desktop.

Adding a Widget to the Smart Desktop

1. Go to the Workarea > Desktop.
2. Click the Toggle Widget Tray down arrow, located in the upper right corner of the Smart Desktop window (circled below).
   

   

3. You see the Widget Tray containing widgets you can drag and drop onto your Smart Desktop. Use the left arrow () or right arrow () buttons to see more widgets.
4. To choose a widget, drag it from the tray and drop it into the Smart Desktop panel.
   

   

After placing a widget on the Smart Desktop, you may drag it to any desktop location.

Adding a Tab to the Smart Desktop

Tabs help you organize your Smart Desktop. By default, there is one tab containing a few standard widgets. You may add other tabs, for example to place eCommerce or Analytics type widgets. To add an eCommerce widget:

1. Click the Options button on the upper right of the Smart Desktop.

   

   

2. Choose Add Tab. The Add Tab dialog window appears.
   

   

3. Enter the Tab Label for the tab. For example, eCommerce.
4. Click OK. The new tab appears at the top of the Smart Desktop.
   

   

Adding a Column

NOTE: Two columns are created for each new tab by default.

1. Click the Options button on the upper right of the Smart Desktop.
   

   

2. Choose Add Column.
3. Click the Toggle Widget Tray down arrow to see the new column below the Widget tray.
   

   

Deleting a Column

1. Click the Toggle Widget Tray button (circled below) to show the Widget Tray and Columns.
   

   

2. Click the Remove Column button (circled below) inside the column you wish to delete.
   

   

3. A dialog box appears prompting you to confirm you want to delete the Column and any and all Widgets. Click OK.
   

   

Restoring Tabs and Widgets

All users can restore their Smart Desktops to the Default Widget and Tab set.

WARNING! This action removes all tabs and widgets you have modified on your Smart Desktop. Only the default set of tabs and widgets will be shown.

1. Click the Options button on the right side of the Smart Desktop.
2. Click Reset Widgets.
   

   

3. A dialog box appears prompting you to confirm you want to delete all Tabs and Widgets. Click OK.
   

   

Setting the Default Widgets

NOTE: To define the Default Widget set, you must be a member of the Administrators group.

By using the previous procedure Restoring Tabs and Widgets, the user restores their Smart Desktop to the Default Widget set. The Default Widget set is defined by users in the Administrators group.

1. Click the Options button on the right side of the Smart Desktop.
2. Choose Edit Default Widgets.
   

   

3. A dialog box appears prompting you to confirm you want to edit the Default Widget set. Click OK.
   

   

4. Arrange the Smart Desktop with tabs and widgets that you wish to be the default.
5. Click the Options button.
6. Click Done to save the Default Smart Desktop.
   

   

Standard Desktop Widgets

The following list describes the standard Smart Desktop Widgets.

• Content Awaiting Approval—Content awaiting your approval; Approvals
• Content Checked Out—Content in checked-out status; Checked Out Content Report
• Content Edited—Content edited within the last week; Editing HTML Content
• Content Flags—The 10 most recently-added content flags; Defining Flags for Content
• Content In Workflow—Content that has been part of an approval chain within the last week;Approval Chains
• Content Reviews—Content reviews awaiting moderation; Moderating Reviews
• Content to Expire—Content that will expire between today and a number of days you specify; Content to Expire
• Forum Topics and Posts—Forum posts that require approval; Approving a Post
• Order on Hold—eCommerce orders on hold; eCommerce Order Management
• Recent Orders—Recent eCommerce orders; eCommerce Order Management
• Customer List—The top 5 eCommerce customers ranked according to account date, sales, and orders;Customer Report
• Key Performance Indicators—Compares eCommerce sales and orders for 2 time periods; Key Performance Indicators Report
• Reconciliation report—Lists payments for a specific time period; Reconciliation Reports
• Sales Trend—The number of eCommerce orders for the past 8 periods; Sales Trends Report
• Top Products—The most popular products on your site; Top Products Report
• Analytics Report—The Direct Traffic report for the past 7 days; Viewing Analytics Data

Customizing the Widgets Available to the Smart Desktop

The Widgets used in the Smart Desktop are located on the Web server in the workarea\widgets folder.

You can also use widgets developed for Personalization and Page Builder on the Smart Desktop.

The following example demonstrates how to add a Calendar Widget to a Smart Desktop.

NOTE: Access to the Web Server folders is required to perform the following steps.

1. On the Web server, copy the widget files you want to use from the siteroot\widgets folder into the siteroot\workarea\widgets folder. Be sure that all files related to the widget are copied. The example below shows all files related to the Calendar Widget.
   

   

2. Click the Workarea > Settings tab.
3. Choose the Configuration > Personalizations > Widgets folder.
4. Click the Synchronize Widgets button, shown below.
   

   

5. At the prompt, click OK.
6. Add the Widget to the Smart Desktop using the procedure described in Adding a Widget to the Smart Desktop.

   For example, after you drag and drop a Content Checked Out widget onto the Smart Desktop, it looks like this.

   

   

Controlling Available Fonts

As an administrator, you can add, edit, and delete fonts to and from the Ektron application. By adding fonts, you are allowing the content contributors to use them when creating content. Administrators can also edit the name of a font, and delete a font from the system.

Minimizing the number of available fonts makes the Web site look more uniform. The following figure shows the Font Manager screen.

NOTE: Only members of the Administrator User Group can view, add, or edit fonts.

Adding fonts

Adding Fonts

1. From the Ektron Workarea, choose Settings > Configuration > Fonts.
2. Click Add Font. The Add Font screen appears.
   

   

3. Enter the font name or family into the text field; (Kristen ITC in this example).
4. Click Save.

   The new font is available to use when adding or editing content if the Application Setup screen’s Enable Font Buttons field is checked. See Also: Modifying Setup Information

   

   

Viewing fonts

ViewingFonts

When viewing fonts, you can also edit or delete them.

1. From the Ektron Workarea, choose Settings > Configuration > Fonts.
2. Click the font you want to view.The view font screen appears.

Editing fonts

Editing Fonts

When you edit a font, the font or family name is changed. Editing does not change any fonts in existing content.

1. From the Ektron Workarea, choose Settings > Configuration > Fonts.
2. Click the font you want to edit.The view font screen appears.
3. Click Edit. The Edit Font screen appears.
4. Edit the font name or family in the text field specified.
5. When finished, click Update.

Deleting fonts

Deleting Fonts

By deleting a font from the system, you are taking away the content contributors’ use of that font in their content.

1. From the Ektron Workarea, choose Settings > Configuration > Fonts.
2. Click the font you want to delete.The view font screen appears.
3. Click Delete (). A confirmation message appears.
4. Click OK. The screen is refreshed, and the updated fonts table appears.

NOTE: When you delete a font from Ektron, you do not delete it from your computer.