Ektron Reference |
Working with Ektron Content
You must sign in before you can work with content in the Workarea or on your Ektron Web site. You can perform the following basic functions on Ektron content:
You can view all content in your Ektron Web site. Viewing content allows you to see the content, metadata, summaries, and other information. You can find content in the Workarea in the following ways:
Letter |
Meaning |
Content state |
A |
Approved |
Through the approval chain and published on the Web site. You can:
|
O |
Checked Out |
Currently being edited. Has not been checked in. You can:
|
I |
Checked In |
Checked in for other users to edit. You can:
|
S |
Submitted for Approval |
Saved and submitted into the approval chain. You can:
|
M |
Marked for Deletion |
Requested for deletion. You can:
|
P |
Pending Go Live Date |
Approved but the Go Live date hasn’t occurred yet. You can:
|
T |
Task(s) assigned to content are not complete |
|
D |
Content was created with a future start date then checked in and deleted. This status only remains until the start date is reached. At that point, the content is deleted. |
You can move content from a folder to another folder. Or, you can copy content between folders. Moved content retains the original ID number, while copied content gets the next available ID number.
Your can only move or copy content that has an Approved status. If you select content that you are not approved to move or copy, a message appears. If a destination folder has an approval chain, the content status changes to Submitted (or Approved if you are the last person in the approval chain).
Permissions for moving or copying content are defined as follows:
NOTE: The folder's Approval Method can affect the status of the moved/coped content. See Also: Using the Approval Method
You should move or copy content only between two regular folders or between two eCommerce catalog folders. Do not move or copy from or to other folder types. If you copy an eCommerce catalog entry whose product type is not assigned to the destination catalog folder, the new product type gets assigned to the folder. See Also: Defining Roles; Guidelines for Using the Folder-User Admin Role; Managing Folder Permissions
When content is moved or copied, the following changes are made.
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.
To move or copy content between folders, follow these steps.
1. Select content items in a folder and choose Action > Cut or Copy (or right click and choose Cut or Copy).
2. In the left panel of the Workarea, navigate to the folder to which you want to paste the selected content, right click and choose Paste Content.
NOTE: If you are copying content, you are informed that some items exist in several languages and asked if you want to paste them in all languages or only the selected languages. You can copy the content in only the languages you selected, or in all languages that the content exists in the source folder. If you are moving content, all language versions are moved.
You can add content to a folder only if you have permission to do so. The following flowchart shows a typical sequence of events when creating content.
To add HTML content, follow these steps.
Field | Description |
Enter a title for the content. It cannot include these characters: \ / * > < | | |
Check this box if this content should be found when someone searches your Web site. However, even if content is not searchable:
|
Button | Name | Description |
Publish the content to the Web site. This action updates the content in the database and exits the editor.See Also: Approving or Declining Content NOTE: Only the last approver in the approval chain sees the Publish button. Other users see Submit. If no approval chain is assigned to the content’s folder, every authorized user sees this button. | ||
Save and check-in the content. This action updates the content in the database and exits the editor. It does not submit the content into the approval chain. Rather, it allows you and other users to continue changing it. | ||
Undo Checkout | Close editor without saving changes. Return content to its state prior to checkout. | |
Save | Save the content without leaving the editor. It is a good idea to save your work frequently. But, if you later click Cancel and exit the editor, you lose changes saved by clicking this button. | |
Cancel | Close editor without saving changes. Leave content in checked out state. |
Content—Insert content. For more information about using Ektron’s editors, see Using the Ektron Editor.
Summary—Enter or edit the content summary. See Also: Writing a Summary for Content
Metadata—Enter or edit the content metadata.Working with Metadata
NOTE: All required metadata must be added before content can be checked in or submitted into the approval chain.
Alias—Enter or edit the content's manual alias, and view its automatic alias. See Also: Creating User-Friendly URLs with Aliasing
NOTE: A folder's Aliasing tab has a Manual Alias Required check box. If checked, the user creating or updating content must enter a manual alias before he can save or submit the content.
Comment—Briefly describe the content, or comment on changes made when editing content. The history comment appears on the View Content and Content History screens. On the Advanced Search tab, you can search for content by comments.
Schedule—Use this tab to set a future publication date/time. In order to be published, this content must be approved and reach its publication date/time. See Also: Scheduling Content If appropriate, enter a date when the content will no longer be viewable on the Web site. See Also: Setting an End Date
Web Alerts—See Administering the Web Alert Feature
Templates—This content’s folder must have a default template. It can also have additional templates assigned. When content is created, the default template is automatically assigned to it. If you want to change the template assigned to this content, click this tab and choose a template from the dropdown list. See Also: Working with Templates
Category—Assign taxonomy categories to this content. See Also: Taxonomy
After you create content, you or your system administrator typically make it available on the site. For example, you can add a hyperlink to it from another page, or place it in a collection or menu. Your administrator can add it to a list summary or content list.
See the following table for information about creating or uploading content types that are not HTML content.
Content Type |
Create/Upload Procedure |
HTML Form/Survey |
|
XML Smart Form |
|
Assets (including multimedia) |
|
Microsoft Office document |
|
PageBuilder page |
|
Web Calendar event | Adding System Calendar Events |
Blog post | Blog Posts |
Discussion forum posts | Working with Posts |
For information about the content editor, see Using the Ektron Editor.
The Delete command lets you permanently delete obsolete content from your Web site.
NOTE: If you do not see a Delete option on the View Contents of Folder screen, you do not have permission to do so.
Like publishing, deleted content must proceed through the approval chain before it is removed. If you are the last approver in the approval chain, the content is deleted immediately. See Also: Approving or Declining Content
NOTE: It is good practice to check for broken quicklinks before deleting content.
Use the link checker button to locate content with a link to the displayed content after you delete content.
On the View Contents of Folder screen, you can delete several Approved content items at once. To do so, follow these steps.
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.
You can only edit content for which you have permission and in one of the following statuses:
Ektron provides 3 types of dropdown menus that let you edit content.
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.
Web Site Content 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, etc. 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.
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.
You have three 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) |
Dropdown Interface - No borders; dropdown 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 two display options: vertical (shown on right) and horizontal. To change:
|
|
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.
Option |
Edit in Context |
Edit |
How the editor is displayed |
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, etc.) |
Types of content available |
HTML only |
|
What you can do after editing |
Submit/Publish |
|
Available from |
Web Site Content Menu |
Web Site Content Menu and Web Site Server Control Menu |
A content summary is a short description that supplements the title when several content items appear on a Web page, such as news Web site that lists titles and summaries of top stories. You create a summary when creating or editing content so your Web site developer can create Web pages that display just the title and summary to attract readers to the full story. Summaries can include images and various font styles and sizes.
TOP STORIES
Ektron Launches International Distribution Program (08-08-2009)
|
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 the summary, click Check-In to check the content in. From that point, you need to submit or publish it.
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 the content to the summary. After the content is published, you can update or delete the summary. If you delete the summary, it remains blank and is not automatically generated again.
NOTE: You can disable this feature in Ektron. See http://dev.ektron.com/kb_article.aspx?id=30107
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.
Private content is available to CMS administrators and users or membership users with at least Read-Only permissions for its folder. Those users must log in to work with the private content. Unauthorized site visitors cannot see it. When you make a folder private, the content and any subfolders are also private (if they inherit permissions). You also can designate specific content items as private.
Scenario |
Private Content Web Page |
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. |
NOTE: You can only set content to private when inheritance is broken. See Also: Inheritance.
All content in the folder is now private. As new content is added, it is automatically set to private.
The content is now 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, follow these steps.
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.
web.config
file, located in the site root folder.<remove verb="GET,HEAD,POST" path="*"/>
<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.
<add verb="GET,HEAD,POST" path="*" type="Ektron.ASM.EkHttpDavHandler.EkDavHttpHandlerFactory"/>
web.config
.NOTE: The following procedure only works with HTML or XML content. You cannot translate other file types.
To copy content into new content block of a different language:
NOTE: Ektron also has a Language Export feature that copies content into XLIFF files for submission to a translation agency. For more information, see Using the Language Export Feature.
Scheduling lets you control when a version of content becomes visible on the Web site or when it expires (and is removed).
When you create or modify content, you can select a “go-live” date and time. If you do, and the content makes it through the approval chain, Ektron publishes the content to the live site at that time. For example, your company is having a sale of the century in a month, and everything is ready except the announcement. You decide to update your Web site to let the public know about the sale. With this feature, you create the Web content now and set it to go live a week before the sale.
The Ektron Windows Service manages these changes to your site. See Also: Ektron Windows Service
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:
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, he sees only the template.
If a logged-in CMS user browses your Web site, he sees a gray border around the content until the date specified. If he clicks within the gray border, he can use the Preview option to see the new content.
When you set a go-live date for changes to existing content, and it completes the approval chain, a logged-in CMS 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.
When content reaches its end date, it appears on the Expired Content report. See Also: Content to Expire Report
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.
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.
Option |
Can site visitors |
Can users view and edit content within Ektron upon expiration? |
Archive and remove from site (expire) |
No |
Yes, within its folder by choosing the View > Archive Content option. Also, can be found via Basic Search and Advanced search (if the Archived check box is checked). |
Archive and remain on Site |
|
Yes, within its folder by choosing the View > Archive Content option. Also, can be found via Basic Search and Advanced search (if the Archived check box is checked). |
Add to CMS Refresh Report |
Yes |
Yes, in the active area of its folder and on the Refresh Report. See Also: Refresh Reminder Report |
You can view and restore past versions of published content (unless your system administrator purged them). After viewing previous versions of content, and comparing any two versions, authorized users can replace the current version with any previous one. See Also: Managing Folder Permissions
Ektron assigns a unique number to each saved version of a content block. The number is increased by one tenth if the content is checked in but is not published. If the content is published, the next whole number is assigned. For example, if the current version is 1.0 and you check in that content, the new version is 1.1. If the next editor publishes it, the new version is 2.0.
If content versions are purged, the numbering scheme restarts with the remaining content.
NOTE: The Purge History feature deletes historical versions of content according to user-defined criteria. Therefore, some previous versions may be unavailable. See Also: Purge History
The following image shows a sample View Content History screen.
The window displays the following information for each version.
To view any version, click its title to display the Content History window for that content.
There are 3 view modes.
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.
Tab | Shows this content |
Difference | Both versions:
|
Last Published | Currently-published. |
This Content | The version you are comparing the currently-published content against. |
Button | Name | Description |
Sends content to local or network printer. This option prints the currently displayed content, whether it is the compared, published, or staged content. | ||
Save | Saves the version of the content (in HTML) to your local machine or network. When saved as a physical file, you can edit the HTML. However, the changes are not saved to the Web Server. | |
Setup | Opens setup dialog box to configure the settings. Typically, only an administrator would use this.
| |
Help | Displays additional information about the compare feature. | |
Exit | Closes the window. |
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.
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.
Ektron Version 8.5, Doc. Rev. 2.0 (Dec. 2011)
Visit the Ektron Dev Center at http://dev.ektron.com 1–866–4–EKTRON
Ektron Documentation, © 2011 Ektron, Inc.