Business User Introduction to Cascade Server
Contents
1. 12 Highlight the word or words you wish to turn into a hyperlink We will highlight the word good in the first sentence 13 Click the insert web link icon on the toolbar The insert link window will now open and again you will see two tabs one for internal links and one for external We re inserting a link to another page of our site so we ll stay on the default Internal tab 14 Next to Link you will see two icons a red cancel delete icon and a page icon Click on the page icon to open a new window that will allow you to select the page you wish to link to External Link B Target Same Window v Insert Cancel 15 Select intranet on the asset tree followed by the default page With the page selected click Confirm to close the window 16 Now back in the insert link window click the Insert button The window will close and the hyperlink will be placed around the selected word processor text 2007 Hannon Hill Corporation all rights reserved 950 East Paces Ferry Road Suite 2440 Atlanta GA 30326 0 678 904 6900 f 678 904 6901 http www hannonhill com Business User Introduction to Cascade Server 13 Changing Metadata 17 With our image and hyperlink inserted we now need to update the metadata about the page Metadata is information that describes the asset and includes a summary title keywords author and other items that are used for a variety of tasks in a2. Spellcheck Remove formatting Ordered list Insertvedit Insertedit Edit HTML source link image Styles y Fomat vi Please try out some of the different toolbar buttons in the word processor in order to become more acquainted with how they work 2007 Hannon Hill Corporation all rights reserved Business User Introduction to Cascade Server 9 Inserting an Image 4 Now we want to insert an image Place your mouse cursor in the area desired for the image and then click on the insert image icon on the toolbar 5 The insert image window offers two tabs one for internal images and one for external We are going to insert an image that is already in the system so we ll stay on the default Internal tab 6 Next to Image you will see two icons a red cancel delete icon and an image icon Click on the image icon to open a new window that will allow you to select an image to insert i Imaget Q E O 7 In the new image chooser window select the intranet folder in the left asset tree followed by the files folder and then the images folder and finally the image file logo gif O 2007 Hannon Hill Corporation all rights reserved Business User Introduction to Cascade Server 10 Browse Preview Search History Search MI 3 al images P Current Selection E car s tren jog ot gif en gif El intranet files images logo gif es gif E o gir onfirm nce 9 9 Conf Ca 1 E logo
3. Corporation all rights reserved 950 East Paces Ferry Road Suite 2440 Atlanta GA 30326 0 678 904 6900 f 678 904 6901 http www hannonhill com Business User Introduction to Cascade Server 20 Workflow Name Press Release Title Comments Please carefully review My First Press Release Due Date 12 17 2008 Ordered Step Name Assignment Restriction Type Manager Review a admin transition Marketing Review 2 marketing transition Final Review A admin transition Unordered Step Name Assignment Restriction Marketing Review Edit 2 marketing Manager Review Edit A simple Final Review Edit 2 admin Re edit Content initializing user Aa simple edit Review Content initializing user A admin transition Submit Cancel 37 Select a due date by clicking on the Calendar Icon next to Due Date 38 If there are no preset user or group assignations for each step or if you would like to change any assigned users click on the User Icon under the Assignment section and select the user or group you want each step assigned to In this case we will keep the user and group assignations as they are 39 Click Submit The asset is then locked into the selected workflow process and will be forwarded to the next user in the workflow 2007 Hannon Hill Corporation all rights reserved 950 East Paces Ferry Road Suite 2440 Atlanta GA 30326 0 678 904 6900 f 678 904 6901 http w
4. GQ 2 49 Now Choose the User or Group of users that you would like to receive the message We will choose to send our message to producer 50 Now we will type in My First Message as the Subject In the Body of the message we will type in My First Message again 2007 Hannon Hill Corporation all rights reserved 950 East Paces Ferry Road Suite 2440 Atlanta GA 30326 0 678 904 6900 f 678 904 6901 http www hannonhill com Business User Introduction to Cascade Server 26 To a producer To Subject my First Message Information Q xx B Z U a Styles Foma xj nt Da Yi j My First Message r 4 bESJOnm 28a Submit Cancel 51 Click the Submit button to have the message sent 52 Log out of Cascade Server and log back in as producer in order to view the message 53 From your dashboard you have two options for viewing your messages You can select the Messages tab and click on the link that will direct you to the message My First Message Or you can go to the My Messages sub section of Outstanding Items and select to view the message My First Message from there and it will take you directly to the message 2007 Hannon Hill Corporation all rights reserved 950 East Paces Ferry Road Suite 2440 Atlanta GA 30326 0 678 904 6900 f 678 904 6901 http www hannonhill com Business User Introduction to Cascade Server 27 Locking
5. content region word processor left context navigation menu metadata and page heading metadata Updating information and metadata in CMS provides for a consistent look and feel throughout your website makes it easy for visitors to navigate 2007 Hannon Hill Corporation all rights reserved 950 East Paces Ferry Road Suite 2440 Atlanta GA 30326 0 678 904 6900 f 678 904 6901 http www hannonhill com Business User Introduction to Cascade Server 15 Viewing History Often as you re working within the system you ll want an easy way to return to content you were working on earlier Viewing History allows us to see a list of our most recently viewed assets and it provides for easy navigation 22 To view history you can click on the History button located in the top navigation menu It can also be accessed from the Dashboard under My Recent History L My Recent History G Dashboard Overview intranet news content la intranet news default Se intranet news 23 You will be forwarded to the History screen where you will see a list of your most recently viewed assets You can jump to any of those assets by clicking on its system name in the list This is a great 2007 Hannon Hill Corporation all rights reserved 950 East Paces Ferry Road Suite 2440 Atlanta GA 30326 0 678 904 6900 f 678 904 6901 http www hannonhill com Business User Introduction to Cascade Server 16 way to retrace
6. png E maitingtist gif dh mainpicl gif mainpicl jog mainpic2 gif mainpic2 jog page icon gif search gif spacer gif we sud folder open gif 4 ial sud folder gif y CS 8 With the image selected click Confirm to close the window 9 The image path will appear in the insert image window In the Alternate Text field type in the text representation of the image Company Logo 1 Image Q intranet files images logo gif 1 Alternate Text Company Logo HT v 2007 Hannon Hill Corporation all rights reserved Business User Introduction to Cascade Server 11 10 Now click Insert for the image to be placed in the word processor Ox B 7 U ae S BS BS Sye vj Foma y Xat lt P ee bESOr 24 Online Marketi It is becoming increasingly difficult to generate good leads How much is a qualified lead y Organization Name worth to your organization Multi Li ISi With a global Internet audience more sites need to be available in different languages Do you have multi lingual content needs Communicate Intranet Extranet More and more teams are distributed geographically Is vital corporate communication _ being lost due to inadequate tools a o mo Path A 2007 Hannon Hill Corporation all rights reserved Business User Introduction to Cascade Server 12 Inserting a Hyperlink 11 With our image inserted we now want to put in a hyperlink
7. your steps when you need to navigate quickly to a previous page 24 Click on the intranet news content asset This will bring us back to the page we previously edited You can also use the Back button on your browser any time you want to go back to a previous screen The history is cleared each time you log out of the system so you ll only see assets that you ve viewed during the current session 2007 Hannon Hill Corporation all rights reserved 950 East Paces Ferry Road Suite 2440 Atlanta GA 30326 0 678 904 6900 f 678 904 6901 http www hannonhill com Business User Introduction to Cascade Server 17 Creating a New Page In addition to editing an existing page you also have the ability to create new pages and upload documents and images on your own To create a new page you will use an Asset Factory As previously mentioned asset factories provide an easy way to create a specific type of asset or specially configured page The asset factory is made available by clicking on New in the top navigation menu Default asset factory elements included in Cascade Server are Block External Link File Folder Page Stylesheet and Template Your user access rights determine which asset factory elements are available to you and your administrator determines your access rights Let s go through the process of creating new content 25 Click on the New button in the top navigation menu to display the different types of a
8. CMS Metadata is particularly important in creating dynamic navigation menus such as site maps and context navigation To edit the page metadata please click on the Metadata pane directly above the word processor toolbar 18 For the Display Name metadata field type My in front of the existing value The display name field also known as the short name field is most often used for dynamic navigation menus 19 For the Title metadata field type My in front of the existing value The title field is a longer version of the display name and it is often used for the page heading and title bar of the browser Display Name My Example Content My Example Content in a Word Processor 20 With the two metadata fields changed click on the Content pane again to continue editing the page in the word processor 2007 Hannon Hill Corporation all rights reserved 950 East Paces Ferry Road Suite 2440 Atlanta GA 30326 0 678 904 6900 f 678 904 6901 http www hannonhill com Business User Introduction to Cascade Server 14 Saving Content 21 With our example changes complete it is now time to save our content To save your changes click the Submit button below the word processor or use the shortcut key Alt Shift S on Windows and Ctrl S on Mac Submit Congratulations You ve just edited your first web page in the CMS You should see the changes you ve made reflected throughout the page including the main
9. F Printer Frendiy Test Oty XML Metadata Title Placement pez Your emot o Martar corsalercy r pol and accuracy of cortert across your webato ameinama A pel A A e a atorator r doph suct cortert varaformator and riegrator wih Merosct Word A A a dr yaiiraaasiaaria Ve root tr cra brow row Notice that there is no Edit tab because we aren t allowed to change this page due to our user access rights Now we want to go to a page that we are allowed to change For one such page in the system click on the folder News in the left asset tree followed by the page content 2007 Hannon Hill Corporation all rights reserved Business User Introduction to Cascade Server Editing a Page Editing a page in the CMS is very similar to editing a Microsoft Word document on your hard drive 1 Start by locating the page in the asset tree and clicking on the page you would like to edit In this case we are editing the page intranet news content 2 Once the page has loaded click on the Edit tab located above the page next to the active View tab view BTR copy Publish Delete Advanced Comem Metadata System Corfigurations Information Q Ax Bl Uax EB a jm y ua t P E LEJO 23H nline i It is becoming increasingly difficult to generate good leads How much is a qualified lead worth to your oe Multi Lingual Sites With a global Internet audience more sites need to be available in different languages Do you have mu
10. _AZ HANNON HILL Content Management Software Business User Introduction to Cascade Server A Getting Started Guide 950 East Paces Ferry Road Suite 2440 Atlanta GA 30326 www hannonhill com Table of Contents o e eo OO In EENE 3 TD A ll 4 Ope ing A PAGS ui iia 6 Editing a Pag Enean A A ae a A A dea en Hele a dines 7 Using the Word ProceSSO csssccssscssssecssscessseeesssecssuecsssecssasecsseessasecsaesssaaeessasecseuessaesssseeasaaeeesauecsauessaeecssaeessenessaes 8 Inserting an MA a e da id ii 9 Inserting a Hyper panas A AA A AA ee Ad 12 Changing Metadata ii as 13 SAVING COMUCM O 14 WIE WING NIStORYs s82 nd hike deba a aaa S 15 Creating a New Page cccccccccccssssssnsecccccessssseneeeeeeeessseseaeeeeeeesesseeaeeeeeeeeeseseeaaeeeeeeesseeaaaeeeeeeeseseaaaeeeceeeseeeauaaeeeeeeees 17 Starting a WoW ia A A A AA A AA 19 Approving Content in a Workflow c ccccccccssccesscesssecssssccssecesseecsseecesaeceaeeseseecsseeessaecssuesssaeesessesessecesaeeneseesensesenes 21 Sending a IMESSABE ii ed 25 Locking an ASSO E ieee ssh AD EA AA AAA A A AAA 27 CONCUSSION eere io 29 Business User Introduction to Cascade Server Introduction Welcome to Cascade Server web content management system CMS The next few pages will serve as a guide for you to consult as you see how easy it is to manage your website right from within Cascade Server We ll show you how to create and update your content quickly and easily without having t
11. an Asset There may be times when you will need to edit an asset while preventing other users from making changes to the same asset for an extended period of time In such cases you may manually lock the asset Unlike the automatic locks that are created during editing the manual locks do not automatically expire The asset must be unlocked by the same user or by an administrator 54 Start by locating and selecting a page in the asset tree that you want to lock In this case we are locking the page intranet news My First Press Release 55 Under the View tab select the Lock pane 56 Click Check out this asset Check out this asset 57 You will be forwarded back to the Layout pane with the Working Copy currently showing The following Viewing options are also revealed Current Compare with Current and Break Lock This asset is now locked and no other users may edit it until the lock is broken 58 To quickly view your locked assets click on Home in the top navigation menu 59 Your locks are displayed on the dashboard as they are for each user under both the Locks tab and Current Activity on the main dashboard 2007 Hannon Hill Corporation all rights reserved 950 East Paces Ferry Road Suite 2440 Atlanta GA 30326 0 678 904 6900 f 678 904 6901 http www hannonhill com Business User Introduction to Cascade Server 28 My Locks E intranet ne ress Release More 60 Click on the asset intr
12. anet news My First Press Release In order to manually unlock an asset select the Lock pane on the View tab of the asset 61 Select Break the lock and discard changes in order to unlock the asset Now the asset is available for other users 3 Break Break the lock and discard changes O 2007 Hannon Hill Corporation all rights reserved 950 East Paces Ferry Road Suite 2440 Atlanta GA 30326 0 678 904 6900 f 678 904 6901 http www hannonhill com Business User Introduction to Cascade Server 29 Conclusion Now that you ve learned the basics you re ready to start working in your new CMS As you ve seen Cascade Server is really not too different from basic web based email systems and standard word processing software As you become more advanced with the software you ll find even more time saving features and effective ways to empower your content And if you ever do get stuck the context sensitive help is just a click away Thank you for going through this introduction guide and please let us know if we can help 2007 Hannon Hill Corporation all rights reserved 950 East Paces Ferry Road Suite 2440 Atlanta GA 30326 0 678 904 6900 f 678 904 6901 http www hannonhill com
13. ation menu oto Messages 0 Workflows 1 Locks 0 Drafts 1 Create Manage Content Outstanding Items Current Activity A My Starting Page oO My Workflows 0 My Locks Welcome Edit Existing 10 Example Workflow Title TOU Neve Content asset More More My New Content E My Messages G My Drafts Wizards You have no message internet company contact Y Stylesheet More More External Link a Template 2 My Recent History Block amp Dashboard Overview aj Folder More E File The main editing window on the right displays your personal dashboard any workflows or messages waiting new content wizards locked assets and a list of recently visited items The Dashboard also shows your Starting Page The starting page will typically show a list of assets that are available for you to edit Your administrator is responsible for assigning your starting page and depending on how you use the system you may not have the same starting page as another user In the section entitled My New Content Wizards you will find a list of pages or assets that you can quickly create from scratch Because these content wizards are a quick way to manufacture content they are also known as Asset Factories within the system You can access the same Content Wizards or Asset Factories by selecting New on the top menu bar We ll come back to this later when we want to 2007 Hannon Hill Corporation all right
14. great and click Submit This will forward you to the Create Edit Copy A New Press Release in the CMS screen and the message bar will say Operation successful to indicate that the workflow is complete 47 In this case approving will complete the workflow and publish the page For some more complicated workflows additional approvals from other users may be required In such a case approving the workflow will simply assign the workflow to the next appropriate user Although we will not be deleting a workflow now in case you need to delete an active workflow in the future simply select the workflow from your dashboard and click the delete tab an active workflow can only be deleted by an administrator manager or by the user who initiated the workflow O 2007 Hannon Hill Corporation all rights reserved 950 East Paces Ferry Road Suite 2440 Atlanta GA 30326 0 678 904 6900 f 678 904 6901 http www hannonhill com Business User Introduction to Cascade Server 25 Sending a Message As you use the system you may also find yourself needing to send a message to another user Before we log out as admin let s send a message to our original user A8 First select New gt Message from the top navigation menu ue Defautt 5 Demo site Internet Create ES treraner ue Language To 8 1 3 Marketing Tot D E Message Subject Information Q xx Bs aw ES WW sys foru gt AaB F EE E EJ
15. lti lingual content needs More and more teams are distributed geographically Is vital corporate communication being lost duc to inadequate tools a X Pat Advanced Options Check sy A t Iv Link Start Workflow fv Submit Save Draft Cancel 3 From here you are able to edit all the content of the designated region Make the desired changes to the document just as you would when using a standard word processor While you are editing an asset such as a page file or folder the asset is automatically locked to prevent other users from accessing the same asset while it is being edited When edits have been made and the asset has been submitted the asset is automatically unlocked so that other users can access it Please keep the word processor open as we continue with the getting started guide 2007 Hannon Hill Corporation all rights reserved Business User Introduction to Cascade Server 8 Using the Word Processor The word processor also called the WYSIWYG what you see is what you get editor that is integrated in the CMS system has the same functionality and features you are most likely accustomed to using in a standard editor The button functions are as follows Subscript character cript OQ xx BT Ua BBS 7 P AR A gt oe A mna G e Yoi z UE F am mm2 A lu Toggle guidelines invisible elements Find replace Unordered Insertfe dit Help Horizontal rule Insert a new table list anchor messy code Paste
16. o learn an array of new skills Inserting new images creating hyperlinks and adding visual styles to text are all easy to do in Cascade Server If you are comfortable with using simple web based email such as Hotmail and Yahoo you have all of the necessary skills to manage your content A CMS allows specific content to be maintained by the people who create it no more sending information off to be put online by a different person or department Cascade Server is easy to use and accessible from any standard web browser letting you focus on what s really important actually creating and managing the content Please use the following credentials for this introduction Username producer e Password producer The producer user is the manager of an intranet site in the CMS Please note that the following examples assume you have a standard installation of Cascade Server that has not yet been customized If your organization has customized the software the following concepts will be useful for your understanding but could vary from the steps contained herein 2007 Hannon Hill Corporation all rights reserved Business User Introduction to Cascade Server 4 The Dashboard Our first step is to introduce the interface for Cascade Server The image below shows the screen that you see first upon logging into the system You can get back here at any time simply by clicking Home in the upper left corner of the top navig
17. ou time because the content is automatically formatted for you and related hyperlinks to the page are created as well 2007 Hannon Hill Corporation all rights reserved 950 East Paces Ferry Road Suite 2440 Atlanta GA 30326 0 678 904 6900 f 678 904 6901 http www hannonhill com Business User Introduction to Cascade Server 19 Starting a Workflow To ensure that content has gone through the necessary approvals before publishing many organizations take advantage of Cascade Server s Workflow options Starting a workflow will send your newly created or updated content through to one or more additional users for approval Once all the required approvals are completed the content is typically published 32 Let s begin a workflow for the page we just created intranet news My First Press Release 33 Click on the Edit tab located above the page next to the active View tab 34 Scroll down the window until you reach Advanced Options and click on it Once you have opened the Advanced Options ensure that the Start Workflow box is checked your administrator may keep this box checked as a default 35 Click Submit 36 You will be forwarded to the Start Workflow Create Edit Copy screen which lists each step in the workflow In the field next to Comments type in the message you wish the next user in the workflow to receive In this case we will type Please carefully review My First Press Release 2007 Hannon Hill
18. roperties Review Content 3 My First Press Release Owner a simple Start Date Mar 3 2008 1 01 PM End Date Dec 17 2008 12 00 AM Active Jf User Comments When Action Please carefully review My First Mar 3 2008 amp simple create Press Release 1 01 PM Mar 3 2008 a simple initialize 1 01 PM 43 Click on the Properties Pane In order to review the content in the workflow click on the asset My First Press Release next to the Review Content section 44 After reviewing the changes submitted click back onto the Workflow screen by clicking on Create Edit Copy A New Press Release in the CMS 2007 Hannon Hill Corporation all rights reserved 950 East Paces Ferry Road Suite 2440 Atlanta GA 30326 0 678 904 6900 f 678 904 6901 __hittp www hannonhill com Business User Introduction to Cascade Server 23 Actions Approve to Next Step Approve and Finish Make Changes Reject to Initializing User 45 Select the appropriate action by clicking on Assign additional modifications or Approve which are located under the Actions heading In this case we will select Approve 2007 Hannon Hill Corporation all rights reserved 950 East Paces Ferry Road Suite 2440 Atlanta GA 30326 0 678 904 6900 f 678 904 6901 http www hannonhill com Business User Introduction to Cascade Server 24 46 You will be forwarded to the Enter Comments screen Type The Press Release is
19. s reserved Business User Introduction to Cascade Server 5 create a new press release On your Dashboard you ll also see sections for Workflows Messages Locks and History Workflows Messages and Locks are available as tabs as well Clicking on one of these Dashboard Tabs will enable you to view a more comprehensive listing of each category We ll talk more about each of these areas as we continue through the product Now looking to the left you ll see the Asset Tree in the left side bar This is where your site is managed Under the Base Folder you will see several additional folders called top level folders each of which represents a different site that can be managed independently of the others with different levels of user access all from within one interface You can collapse the asset tree by clicking on the grey tab between the two sections 2007 Hannon Hill Corporation all rights reserved Business User Introduction to Cascade Server 6 Opening a Page We have an example site created within the system In order to browse the site simply click on the intranet folder in the left side bar to expand the folder tree Once the folder expands the sub folders and page assets are displayed in the same directory structure that exists when published Choosing a page in the folder such as default will bring up a preview of the web page in the main system window just as it would appear online Herder MS Word FO
20. ssets that you are allowed to create 26 Click on the type of page you would like to create For our page we will choose New gt Intranet gt Press Release s Calencar Evert Cove Intranet Calendar Event ey Marketing gt E Course E Message ta File or image E Folder E Multi Lingual Article 3 Press Release O 2007 Hannon Hill Corporation all rights reserved 950 East Paces Ferry Road Suite 2440 Atlanta GA 30326 0 678 904 6900 f 678 904 6901 http www hannonhill com Business User Introduction to Cascade Server 18 27 You ll notice that this type of page has a series of fields instead of a large word processor Some types of content are more structured whereas others are less structured For Display Name type in Mly First Press Release 28 For Title type in A New Press Release in the CMS 29 For Summary type in The press release summary content goes here Inline Metadata Display Name My First Press Release Title A New Press Release in the CMS Summary The press release summary content goes here 30 Now scroll down to the bottom and click the Submit button at the bottom to record your changes 31 You should now see the new page in your web browser Notice that the content from the word processor appears in the main region in a specific layout independent of the content you entered Creating a new web page in the CMS saves y
21. ww hannonhill com Business User Introduction to Cascade Server 21 Approving Content in a Workflow Typically once you have assigned a workflow your role is complete The next user will receive a message to review the content and the workflow will continue You may however find yourself on the other end of the workflow process you may be required to approve content in a workflow started by another user For the purposes of this walkthrough we re going to act as two different users Since we ve already started the workflow as producer let s log out and log back in as the next user in the workflow process 40 Log out of Cascade Server and Log back in using the Username admin and the Password admin 41 On the Dashboard beneath the My Workflows sub section you will see the workflow that you just created as producer waiting to be approved by the user admin Approvers are responsible for reviewing content in a workflow and determining whether it should be approved and finished rejected or edited Click on the workflow Create Edit Copy A New Press Release in the CMS 42 Click on the History pane located under the View tab in order to view the Comments 2007 Hannon Hill Corporation all rights reserved 950 East Paces Ferry Road Suite 2440 Atlanta GA 30326 0 678 904 6900 f 678 904 6901 http www hannonhill com Business User Introduction to Cascade Server 22 Properties History P
Download Pdf Manuals
Related Search