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User Manual 5.2

1. i Tekken BS Figure 4 9 Link options 4 6 Multimedia link fields and Component link fields Prerequisites 40 Some Components may contain multimedia link fields or Component link fields e Multimedia links allow you to create one or more links to multimedia Components e Component links allow you to create one or more links to Components and you may also be able to link to multimedia Components You can add a link to Components within the same Publication as the Component that you are creating If a link field accepts more than one value it is also possible to e change the order of links using the Move Up and Move Down button e open a link from a list of existing links using the Open button e remove links from a list of existing links using the Delete button The items you want to link to must exist before they can be added as links To create or edit a multimedia link or a Component link field 1 Inthe Component you are creating or editing click the Insert button next to the link field Note Some Component Links fields may contain only one link while other Component Links may contain more than one link Figure 4 10 shows how these fields are displayed Tridion R5 User Manual 5 2 To create or edit a multimedia link or a Component link field Continued New Component New 3 16 Microsoft Internet Explorer BAX Zzz Corp Building Blocks PMG_Schema New Component General Source
2. mee General Advanced a Search for gt hedge Sench ter kama ath tha tod koa eareg Dara esters dened Advan Bearah tor Search in ED R E Include subfolders i 5 Search in SE j ale M Include subfolders ry Search Reset Li ae S J Figure 13 3 General search Tridion R5 User Manual 5 2 To search for Content Manager items Continued 2 To perform a general search do the following e Type the terms you want to search for in the search dialog box e To specify a Publication Folder or Structure Group to search in click the Browse button next to the Search in field Select the item in which you want to search and click OK 3 To perform an advanced search select the Advanced tab and select from the advanced search options Figure 13 4 Advanced search 4 Click the Search button 5 The list view displays a list of items that match the parameters you have specified If the list view reads Searching the Content Manager is performing the search During this time the Content Manager disables the Search button If it finds no results the message Search is complete There are no results to display appears Important If the search returns more than 10 OOO items the Content Manager raises an error To solve this problem you must narrow the search request 13 4 Save a search as a search Folder If your search results are limited
3. M Include subfolders P Search Reset Figure 13 1 Accessing the search pane You can search the Content Manager using both general and advanced criteria 113 Chapter 13 Search This chapter describes e General search e Advanced search e Save a search as a search Folder e Advanced list filter 13 1 General search A general search allows you to search for terms These terms may appear within any of the content of items or in the title or description of an item You can specify where the search should occur by selecting a Publication Folder Structure Group or all of Tridion R5 To expand or narrow your search you can use multiple words operators and wildcards This section describes e Search operators e Search wildcards e Special characters Note You can enter advanced search criteria in the Advanced tab to create highly specific queries and to expand or narrow the search results For instructions on using Advanced search see the Advanced search on page 118 13 1 a Search operators You can use operators to expand or narrow your search Table 13 1 Search operators Operator Function Example AND Searches for items containing both car AND park returns items the search terms containing both the words car and park in any order and with any words in between OR Searches for items containing car OR park returns items either or both of the search terms containing the words car or
4. 2 6 24 See also Results Chapter 2 Content Manager Explorer To see if the item is used open the item and click the Show Where Used icon L in the toolbar For information about the Where Used functionality see Chapter 15 Where Used on page 131 To delete an item 1 In Content Manager Explorer navigate to the Publication and Folder or Structure that contains the item s you want to delete 2 From the list view select the item s you want to delete For information about selecting multiple items see List view on page 18 3 Click the Delete icon on the toolbar The Content Manager deletes the item or items You cannot retrieve items after you delete them If your select multiple items for deletion the Content Manager only deletes the items that meet the prerequisites Edit window When you open or create an item an edit window opens figure 2 26 The edit window displays the fields you use to edit or create an item ee ECI Heie Figure 2 26 Edit window Edit windows also contain their own toolbar giving you access to the actions you can perform on the item Table 2 1 provides a description of the Content Manager Explorer buttons available on the toolbar Saving an item When you have completed work on an item you can save the item using one of three options e Save saves the current changes you made to the item the window remains open e Save and Close saves the changes you made to the item and closes t
5. 2frz Corporatbon thead Office Duillding Blocks Components Business Specific Solutions cht rutur Specie o z ak ihis J brits FONT SIZE paulgb Enigo Sealers hor bungas that wort bo dig brobornal eho and expand their pera farm a jpm cp styles P NT S12E Lipa Logking for ways to improwe your onfine communication with customers parimers wierd Ge emgpliyess Logk ne further imerave efficiency and eraductvity thraughaut your argeraiasen and aisthbaten channel weh Tridion Butina s Specie Geione s p aul i Hylje FGHT SIZE liege 2 ape style FONT Sze gt DOLOR 00COA0 r Treen Global Web Coriri Maregements spant Masgge ord centre your brard eer ae your Dvteeset intranet Arame print and eomail to drive opera tional efficiency and expand your business lt li gt lt li yl FORT SIZL feat e a Lipk COLOR j ti pi gt Marketing Temiang Selon pans Carry out tiful marketing campagni by aigen cea and drababutr ng market aye ribet ane cies i ahaa ly Build ategurtakility by eagtur rape alin te ii Sipghene li gyles TONT SIFE Lips s lt span styles FOWNT SL2E Lip COLOR 2000 Tridion Brand Management lt sean gt Hanaga And aana your brand across al an lina d channale be drive operational aficianey ian dl exp and your batiragg ti Figure 4 15 Source tab 43 SodAj pjalJ JUBUOdWIOD p JoIdeuy 44 Chapter 4 Component field types ae er ne eer rarer Eabrer Leg Currant ahene
6. Wis de Figure 1 2 Building Blocks Depending upon your role in your organization you may participate in creating or using any of these building blocks See also Chapter 3 Components on page 31 and Chapter 6 Pages on page 67 Joideuy Chapter 1 3 Publication rights and permissions See also A right determines the type of building block that a Content Manager user can work with Your system administrator assigns you with specific rights for each Publication that you work in For example if you have Component Management rights you can work with Components Permissions determine if you can view create delete or localize the building blocks for which you have rights You have Permission settings for each Folder or Structure Group in a Publication For more information about these security settings see the Publication Management Guide 1 4 Additional features and functionality See also To provide additional management capabilities the Content Manager also provides the following features and functionality e Versioning e Check in and check out items e Search e Workflow e Blueprinting Versioning The Content Manager creates a new version or an item every time you save changes As a result you can track and compare versions of items using the Version History List which lists all the versions of a selected item including the current version yhttp 10 100 100 107 Views Asp ListHistoryF rameset asp
7. Figure 14 2 Save search 4 Inthe location popup navigate to the Building Blocks Folder in which you want to create the Search Folder and click OK Tridion R5 User Manual 5 2 To create a Search Folder from a search Continued J howe Web Page Dialog eunen Franca BH Building Blacks Figure 14 3 Navigate to the location of the new Search Folder 5 In the Virtual Folder window that appears fill in the following fields e Name The name of the Search Folder This name must be unique e Type Search Folder e Configuration By default this field contains the search criteria specified in step e Metadata Schema optional You can select a metadata Schema for the Search Folder in order to specify metadata u Virco Peer Eerme Pries Fa beans E besrch Felder qa cha ld er mius hip para mdo comi omnt ana gars Lisaa ch aker rmirm inke http ne ePrasa i lt r bar ache ue es Dre oe de i ree Pee cir ii eg rp Gara reP arem estar Shand Bi G03 12 401TH 00 00 StertOute gt Ered Degte r 2009 L2 SLT23 id ered ate f Baba me nD abe dady aA mbart Hama s1 0x Hum ba roithe ra SB ces Oe oberg Figure 14 4 Create a Virtual Folder 6 Click Save and Close on the toolbar To create a Search Folder from the toolbar 1 Navigate to the Folder in which you want to create a Search Folder 2 Click the New Virtual Folder button on the toolbar Y Tridton 88 Tridion Cont
8. For more information about Blueprinting see Chapter 12 B ueprinting on page 109 Tridion R5 Chapter 2 Content Manager Explorer The Tridion Content Manager Explorer is the main Content Manager interface Figure 2 1 depicts the main navigation areas within the Content Manager Explorer Browser Address bar Content Manager window Content Manager Explorer toolbar Tree view and search view List view VN AO uU BR WN Edit window E rid rid Froelich Miley Pt at ot Explor File Edt View Favorite Tool Help Law Phak Oe ay Aarh Favores Greda BS Ge ao aR gt Tridion AS gd System administratign ff Gorm Pages ee Undaver team up Component 1 OF Ia Tridipn those iro Component 1 6 2 2 30 eae ae ELM Revamps All Component 1 EH 7 ce building Blocks se Trdin Gielda En Component 1 a fest Stature Group AT Catagories and Keresni 5 i rT i i I General Metadata Source Werkflow Hance fever beard up eth Trao Schema a Prete meleste Using the online Bluegeint Unikewer can nor maintain a global consistency of kak ane feel to fe ete Ae Che templets renra the pore Bre igxtyal and vidual Gonkent can be epdlibed ated mManbg d by biy ernipleqnes sahin the company uang a browrer baped interface Jos Dikha Tridion s OEO commented TA company the are of Undever me p T retirees Girdlirly incindittarcies i thet representehon of the
9. Workflow If an item has an associated Workflow the item will enter the Workflow Process the first time it is edited and saved Publishing If an item is checked out through an edit action or through an explicit check out the current version not the checked out version of the item is published If an item is checked out through a Workflow process it can only be published if it meets minimum approval status otherwise the current version is published 101 HUIUOISHSA OT 4Jaqdeuy Chapter 10 Versioning 10 3 b Checking in an item You can check in an item that you have checked out The check in action does not apply to items that are checked out through a Workflow Process Items in Workflow are checked in after the last activity in the associated Workflow Process is completed Prerequisites To check in an item you must have rights for the item and write permissions for the containing Folder or Structure Group To check in an item 1 Access your User Work Items gt All checked out items or the Folder in which the item is stored 2 Right click on the item you want to check in and select Versioning gt Check in Results The item is checked in and becomes the current version of the item Other users can now open and edit the item All items that use this item now use the checked in version of the item Blueprinting In any Child Publications that use the shared item the shared version is the checked in version Version n
10. 2 Syste fo abe pories and Kerns i Site fe Per Press releases Customers Figure 1 4 Check out hes Heh jitt F Ya FE z Frar Publ oat ori 7 Modified LID 3 14 17 LALO idis LTI22003 14 15 iminite 14115 After you have completed work on the item you can check the item back in for use by other users See also For more information about checking in and check out on page 98 Search and checking out an item see Check in Using the Content Manager Explorer search view you can search for specific items specifying search parameters on a general or advanced level figure 1 5 ay Tree view Search for items with the following EAEE s General Advanced Search for a 1 e a k Search in 2 5 2 M Include subfolders Ducember 2002 Search for items mith the folowing parameters AEE Advances fF hma F Cane sensitive Desorption F Tope M Keyword 7 Date madhed E utan 7 statue Search for items with the following o arameters 2 erei Advanced 5 JV Name se 4 L Case sensitive T Publish statusi F Susprintng E wieni F number of itama pense S 7 I Description gt Type ay P Keyword K Date modified i I Author b I Status d I Publish status g I BluePrinting p M workflow M Number of items Fi
11. Title Target default Figure 4 20 Link to an HTTP resource e To create a link to an e mail address type the e mail address that you want the visitor to send mail to g Hyperlink OK Type mailto Cancel URL mailto pegay beetle com Remove Tithe Target d efault e To create a link to an anchor select the name of the anchor that you want to link to g Hyperlink OK Type Anch ye ei Cancel Anchor Design ie Remove Title Target Preview Figure 4 21 Link to an anchor e To create a link to another type of internet resource type the address of the internet resource that you want to link to g Hyperlink OK Type Other Cancel URL fto ftp micro soft com Remove Tithe Target d efault a Figure 4 22 Link to an other resource 5 Optional In the Title field describe the contents of the link When published this text is rendered as a tooltip by most browsers 50 Tridion R5 User Manual 5 2 To create a hyperlink Continued 6 Optional Target Target controls where the new document will be displayed when the user follows a link By default clicking on a link Simply loads a new document in the same window where the link was Target allows you to specify the following options New window The link will open in a new window Same frame The link will open wit
12. Tugg ritam Hello Figure 11 6 Spell check metadata Click the Close button Tridion R5 User Manual 5 2 11 2 Spell check metadata fields You can spell check the contents of text and formattable text fields within the metadata fields of Publications Structure Groups Folders Virtual Folders and Pages It is not possible to spell check values in date fields number fields link fields or list fields Note When you spell check these items ONLY the metadata fields are spell checked The SpellChecker will not spell check any item information other than the metadata fields To spell check a Publication Structure Group Folder Virtual Folder or Page metadata 1 2 3 5 Open the item for which you want to SpellCheck metadata Click the Spell Check button on the toolbar If necessary you can change the default language of the spell check using the Language options Note If you change the default language during a spell check the SpellChecker rechecks the spelling using the selected language including any previously checked words For each detected error you can use one of the following options e Ignore ignore the detected error and continue checking e Ignore all ignore the detected error every time it appears in a text field in this Component e Change use the default suggestion in the Change to field select the suggestion that applies to the detected error or type in your own spelling
13. Using 8 comparing 95 Component fields text fields 37 Component link fields 40 Components 31 creating in CM Explorer 32 cutting and pasting 22 editing in CM Explorer 34 field types 35 multimedia 61 tasks 32 context menus 20 copy and paste 23 creating Components in CM Explorer 32 favorites 13 Folders 75 multimedia Components in CM Explorer 63 Pages 68 Search Folders 124 shortcut 14 Structure Groups 80 cutting and pasting Components 22 D date fields 38 delete 23 deleting a version 98 Search Folders 127 E editing Components in CM Explorer 34 Folders 76 multimedia Components in CM Explorer 65 Pages 71 Search Folders 126 Structure Groups 82 table formats 55 e mailing link to an item 12 external link fields 38 F favorites creating 13 field types Component links 40 date 38 external link 38 format area fields 43 list fields 42 multimedia links 40 number 38 finishing activity 134 Folder permissions 74 Folders 73 creating 75 editing 76 Search Folders 123 settings 74 tasks 74 format area abbreviation 48 anchor 46 background selection 47 bold 45 bullets 46 center 46 copy 45 cut 45 decrease indent 46 font 52 header selection list 47 hyperlinks 49 image 51 increase indent 46 insert character 46 insert horizontal line 47 insert image 49 italic 45 language 48 left align 46 load from disk 48 load images 47 numbering 46 paste 45 paste special 45 redo 45 right alig
14. click the Show Tasks button e To filter the results fill in Task and Schedule parameters and click the Show Tasks button Results The Content Manager Explorer displays a list of publish transactions You can also filter the displayed list using the arrow button that appears next to the columns in the list 9 3 b Cancelling a publish transaction You can cancel a scheduled publish transaction if the transaction is not in progress When you cancel a transaction the Content Manager removes it from the publish queue 90 Tridion R5 Prerequisites Results User Manual 5 2 To cancel a publish transaction you must be either the system administrator or the initiator of the transaction To cancel a publish transaction that is In Progress you must have system administrator privileges To cancel a transaction 1 Select the transaction you wish to cancel from the Publish Queue 2 Right click on the item and select Remove from the Publish Queue from the context menu that appears The Content Manager removes the transaction from the Publish Queue and cancels the transaction 91 Bulysijqnd 6 JaydeyD 92 Chapter 9 Publishing Tridion R5 Chapter 10 Versioning Whenever you modify and save a Component Component Template Page Page Template Template Building Block or Schema the Content Manager creates a new version of the item The current version of an item is the most recently checked in version You can chec
15. f Unpublish content now 4 Test Unpublish content later C Live Hote All selected dates and times are Content Manager server dates 4 Staging and times Cancel Figure 9 4 Unpublish dialog Unpublish settings tab Do one of the following e If you want to unpublish the content now leave the setting set to Unpublish content now e If you want the content to be unpublished later select Unpublish content later and use the calendar to pick a date and time 3 To see which items the Content Manger will unpublish click See items to unpublish A window opens showing the items you selected as well as any items that depend on it 87 Bulysijqnd 6 4a deyD Chapter 9 Publishing To unpublish items from the Content Manager Continued 4 Ifyou want to configure advanced unpublishing settings do the following e Click Advanced The Advanced tab appears For more information see Advanced Publishing options on page 86 4 Unpublish Web Page Dialog 2 x Choose one or more Target Types to Unpublish settings Advanced unpublish from Override unpublish priorities Test 5s Also unpublish fram Child Publications Live D 4 Staging Abort unpublishing fror all servers in case of error Cancel Figure 9 5 Unpublish dialog Advanced tab 5 e Select one or more of the options displayed gt Override unpublish priorities gt Also unpublish from Child Publications gt
16. 7 E Eo 0 i il a ig a gt i y A i E S g a E y D User Manual 5 2 fx R RRR RRR m ao Figure 4 30 Table Editor Table 4 4 Table formatting options Format option Description E o 2833 rF oO Title The text that is shown as a tooltip when the mouse v hovers over the table Caption The caption displayed above the table v Summary A longer description of the table v Width The width of the table column or cell v v v e For a table this is a percentage e g 60 of the width of the page For a column or cell this is a percentage of the width of the table e A specific number of pixels e g 250 To specify a number of pixels select the Other setting e Leave blank for auto sizing Height The height of the table row or cell Y y v e For a table this is a percentage of the format area e g 60 For a row or cell this is a percentage of the table e A specific number of pixels e g 250 To specify a number of pixels select the Other setting e Leave blank for auto sizing If you leave this field blank Internet Explorer will adjust the height to the contents of the cell table Cell spacing The spacing around the table cells v Cell padding The padding between cell contents and cell borders v Horizontal This is the alignment of the contents of cells inthe vv vey alignment table left right center Border size The size of the table border To remove the table
17. Abort unpublishing from all servers in case of error 6 Click OK to start the unpublishing process Important After you click OK Content Manager will remember all your Unpublish dialog settings for the remainder of this session This means that next time you open the Unpublish dialog it shows all the settings as you configured them the previous time When you close your main Content Manager browser window all the Unpublish dialog settings are restored to their default values 9 3 Publishing Queue The Content Manager Publishing Queue lists the following All publish transactions that users have scheduled for publishing actions publish or unpublish Publish transactions that have been successfully published e Publish transactions that have failed to be published 88 Tridion R5 User Manual 5 2 You can perform the following actions from the Publishing Queue Cancel a publish action Fi Iter the items shown in the publish queue View individual publish transactions When you view the Publishing Queue you can see the following information about a publish transaction Name the name of the item scheduled for publishing Target the target to which the Content Manager is to publish the item Publication the publication from which the Content Manager is to publish the item Transaction state the state that the publish action has arrived at Time queued or scheduled the time at which the item began the publish p
18. An He mbara nn 2 Pree role 2 Products H Sete i sm H SS cemar w Company Infermatan 1 E Producta Hr j Cabaganen ard Kepecards ik Burne German Pubbshirey Quaun _ t j E p E gan gE P Tree view earch for items with the following T Sarameters ai gt Search for E release E Search in je H Business France x F M Include subfolders Figure 2 16 Search view Chapter 13 Search on page 113 2 4 a User Work Items User Manual 5 2 In the tree view you can also access your User Work Items User Work Items contain e A list of items that you have checked out e An Assignment list of items assigned to you by a Workflow process e A Work list of items you are working on as part of a Workflow process e A History list of items you have finished as part of a Workflow process 17 Jo10j dxy sabeuep uUs UOD z JadeuyD 2 9 18 Chapter 2 Content Manager Explorer 5 CF All checked out items 3 R V Assignment list 4M Work list History list Pgs a lhe Dae to Figure 2 17 User Work Items Chapter 16 Workflow on page 133 List view The list view displays the items within a Folder or Structure Group or the results of a search This section describes e Opening an item from the list view e Filtering the list view using list columns e Filtering the list view using the advanced list filter e Using context menus e Working with multiple items displayed
19. Blueprint establishes the relationships between Publications and enables your organization to share and manage items within multiple Publications e Primary Parent A Primary Parent Publication is the first Publication in a Blueprint It contains only items created within that Publication A Content Manager system can contain multiple Blueprints When you create a Blueprint all Publications in the Blueprint share the Root Structure Group from the Primary Parent e Parent A Parent Publication shares items to one or more Publications called Child Publications A Parent Publication can also be a Child Publication e Child A Child Publication mirrors the Parent Publication A Child Publication can also contain local content that you can combine with shared content Shared items local copies and local items Child Publications can contain a combination of e Shared items from Parent Publications read only items unless changed to a local copy e Local copies of these items editable copies of the shared items created by localizing items of one or more Parent Publications Localizing is the process of creating a local copy of a shared item e Local items items created in the Child Publication 12 2 Blueprint example Example 110 For example a corporate site may have local sites in multiple countries all of which have specific language and local content requirements Figure 12 1 depicts a scenario which inv
20. Components created or edited using the Schema follow a specified Workflow Process Structure Groups All Pages created or edited within a Structure Group have an associated Workflow Process Publications All Component Templates and Page Templates created in a Publication follow a specified Workflow Process For example the creation of a Component based on a Schema called Feature Article could follow a Workflow Process whereby the Content Manager creates the article sends it to another Group for approval possibly sends it back to an Author for editing until the article is ready to be published This chapter describes how to use your User Work items Starting an Activity Accessing items in your Work list Finishing an Activity Accessing your History List Publishing and previewing items in Workflow User Work items You can find your Workflow items in your User Work Items Folder at the top of the tree view In your User Work Items Folder you can access the following The Assignment list contains items that Workflow assigned to you The Work List contains items in Workflow that you have started 133 134 Results Chapter 16 Workflow 16 1 a Starting an Activity The Assignment list contains items that a Workflow assigned to you You can Start and Finish two types of Activities e Manual Activities For these activities you start an activity Start and record the completion of the activity Finish e Manual
21. Decision Activities For these activities you start and finish the activity and also select the activity that should occur next To start an activity 1 On the tree view select User Work Items gt Assignment list 2 Inthe list view select the Work items or items you want to start 3 Right click and select Start Activity from the context menu To start and activity and open the item 1 On the tree view select User Work Items gt Assignment list 2 Inthe list view select the Work items you want to start and open 3 Right click and select Start Activity and open from the context menu The activity you started appears in the Work List of your User Work Items You must complete work on the item and record that you have finished the activity for it to proceed to the next activity in the Workflow 16 1 b Accessing items in your Work list When the Content Manager assigns an activity in a Workflow Process to you you can access the item through the Work List in your User Work Items 16 1 c Finishing an Activity Your Work List contains all the activities that you have started Each activity has an activity type title item type and start time To finish an Activity 1 On the tree view select User Work Items gt Work List 2 Inthe list view select the Work Item you want to finish 3 Right click and select Finish Activity from the context menu 4 Do one of the following e To record that a Manual Activity is complete type a
22. Folders do not have security settings Read Write Localize Delete instead the Folder that contains the actual items determines the security on the items in a Search Folder This means that different Content Manager users may view different content in a Search Folder based on their own user rights and permissions At a Publication level a user must have Virtual Folder Management permissions to create edit or delete a Search Folder 129 SJOPJO4J y21e S pT soqdeuy Chapter 14 Search Folders 130 Tridion R5 Chapter 15 Where Used Content Manager items are often related For example a Page uses a combination of Components Component Templates and a Page Template The Where Used feature allows you to view Where an item is used What that item uses The Blueprint relationship between items You can only view this information if you use Where Used for a Publication This is not described in detail in this chapter For more information about using the Blueprint Hierarchy tab functionality see the Blueprint Publications chapter in the Publication Management Guide Targets to which a Page is Published To view where an item is used 2 In Content Manager Explorer navigate to the item Do one of the following e Open the item and click the Where Used button on the toolbar e Locate to the item using the navigation tree From the list view right click on the item and select Where Used from the context menu e Loc
23. On the left select the Target Types to which you want to publish On the right select when you want the publishing to start e To place your content online as soon as possible select Publish content now e To start the publishing process later select Publish content later and click the calendar button to pick a date and time e To distinguish between the preparation for publishing and the actual placing of content online select Schedule the publish phases separately This opens a new set of options Tridion R5 User Manual 5 2 To publish items from the Content Manager Continued E Publish Web Page Dialog ps Choose one or more Target Types to Publish settings Unpublish settings Sdyanced publish to f Publish content now wm Test Publish content later D w Live 4 Staging Phase 1 Generate publishable content f Generate publishable content now Generate publishable content later Phase 2 Place content online f Place content online immediately after Phase 1 Place content online later Hote All selected dates and times are Content Manager server dates and times Cancel Figure 9 2 Publish dialog schedule phases separately Select Generate publishable content later to start the publishing process at a later date For example you may want to postpone this phase because the Content Manager will not be so busy at that time Select Place content online later to schedul
24. T Joqdeuy Chapter 13 Search Table 13 4 Advanced search parameters Continued Search Description parameter Blueprinting The Blueprinting option searches for local or localized items selected via a drop down menu You can also search for shared items if you have selected to search within one publication Workflow The Workflow option searches for items currently in the workflow process and activity selected via the drop down menus Note You can only find a new item that is in Workflow item after the Workflow Process is complete The completion of the Workflow Process checks in the item and makes it available for searching Number of You can specify how many items to return by checking the Number of items items option and entering the desired amount You can set the default via your TCM preferences 13 3 Searching for items 120 You can search for a combination of characters words phrases and wildcards For example a search for car returns items containing car carpenter carport and carpet where represents a wildcard You can also use advanced search criteria To search for Content Manager items 1 Click the Search button on the top left of the navigation frame The Search pane appears TD Triton AS Ttdion Content Management Administrator Microsoft internet Explorer Fis Gtk view Freres Tour Hip ini aa an i a o a OPA earch forwems with the following 3 parameters
25. These fields could for example store additional information about the colors of the Pages in the Structure Group These fields interact with the Page Templates and Component Templates used on the Pages F Press reteases tom 6 31 4 Microsoft Internet Explorer Sesinews france Site News Press releaves Sao Poet LT tet nate gop pot a tepe ar Ltd wet inte D Metadata Schema SSG Metadata M gt Background image 4 q http http www terragalleria com wallpaper samples picture10 gif e lt Navigation color 0000FF na e a C a ET ae ee sah a nt an aN ban T a eae Figure 8 2 Structure Group Metadata fields Default Page Template You can specify a default Page Template for a Structure Group The default Page Template specifies the Template that an end user can use in any Pages created in the Structure Group If a series of Pages use the default template you can change the default template in the Structure Group As a result all Pages that used the default automatically update to the newly selected Default Page Template The Inherit from Parent setting determines if this Structure Group inherits the default Page Template from the Structure Group in which this Structure Group is nested If you select this setting end users cannot specify a default Page Template Dh Press reteases term 6 31 4 Microsoft Internet Explorer oe Frane EET Ganaral Seourtty ty Wo
26. and align your content objectives You can maintain Web content throughout its entire life cycle from adding new content to publishing the content to your Web site All versions of content are saved thereby allowing you to view and track changes Content and design elements are created separately and then combined to create Pages in a Web site You can e Create content which can include text or multimedia content e Determine the layout using templates that define the look and feel of published content Components and Templates are the building blocks of Pages and they can be reused and combined to create content across multiple Web sites and Pages This chapter introduces the following concepts e Publications e Web site building blocks e Publication rights and permissions e Additional features and functionality 1 1 Publications Chapter In the Content Manager all Web site building blocks are saved in Publications A Publication is a collection of content and layout items Often a Publication represents all of the building blocks that you use to create a Web site A Publication organizes content using Folders and Structure Groups figure 1 1 Folders store content and design items while Structure Groups store Pages I http 10 100 100 107 Microsoft Internet Explorer rears PEERS TH Ea de naa k aj fn Harte Tape gt From Publian ced Pied a Tridon RS _ cen Folder IALA 12 43 05 E Sprem Admini
27. and click the Change button to change the detected error e Change all use the default suggestion in the Change to field select the suggestion that applies to the detected error or type in your own spelling and click the Change button to change the detected error every time the spell checker find the same word Note The word that appears in the Change To field is used to replace the spelling error Click the Close button once you have finished spell checking 107 Ja4IBYDIJEdS TT 4aydeyD Chapter 11 SpellChecker 108 Tridion R5 Chapter 12 Blueprinting A Blueprint is a hierarchy of Publications in which various Publications share content from and with other Publications This enables you to create and reuse structure content and design within and between Publications Each Publication in the Blueprint can use content from other Publications modify this content and add local content Blueprinting is based on the concept that all items from Publications called Parent Publications can be shared to other Publications Child Publications These items include e Structure Folders and Structure Groups e Content Schemas and Components e Design Component Templates and Page Templates This chapter describes e Key terms e Blueprint example e Items in a Blueprint e Localizing or unlocalizing items 109 Chapter 12 Blueprinting 12 1 Key terms Key terms used in Blueprinting include e Blueprint A
28. brand can terbiy dame A company s ul Figure 2 1 Content Manager Explorer Chapter 2 Content Manager Explorer This chapter describes e Content Manager browser interface e Options bar e Content Manager Explorer toolbar e Tree view and search view e List view e Edit window e Content Manager Explorer icons 2 1 Content Manager browser interface You can access the Content Manager Explorer using the following browsers e Microsoft Internet Explorer 6 0 SP1 e Microsoft Internet Explorer 6 0 SP2 This section describes basic browser functionality and settings including e Using the Content Manager Explorer e Recommended Microsoft Internet Explorer settings e Recommended system display properties Note The browser settings described in this section ensure that the Content Manager Explorer displays correctly on your screen 2 1 a Using the Content Manager Explorer The Content Manager Explorer runs in a browser so you can access the interface by typing the address of the Content Manager in the address bar of Microsoft Internet Explorer To access Content Manager Explorer easily you can simply add the address of the Content Manager to your Internet Explorer favorites If you do not know the address of the Content Manager please consult your system administrator See also Recommended Microsoft Internet Explorer settings on page 9 8 Tridion R5 User Manual 5 2 2 1 5 Recommended Microsoft Internet Explorer settings W
29. cookie handling option Select the Always Allow Session Cookies option Click OK 1 10 dx4 sabeuep us UOD z JaqdeuyD 2 2 10 Chapter 2 Content Manager Explorer To use your security settings 7 Click OK in the Internet Options window Pop up blocker If you are using a pop up blocker ensure that your pop up blocker is disabled for the Content Manager Web site that you are accessing Otherwise you will not be able to use the Content Manager 2 1 c Recommended system display properties To optimize how your browser displays the Content Manager Explorer we recommend the following settings e Screen resolution 1024x768 e Font size to small or 96 dpi To set screen resolution and font size 1 On your desktop right click and select Properties The Display Properties window appears 2 On the Settings tab set your screen resolution to 1024x768 3 Click the Advanced button A window appears in which you can change the font size 4 On the General tab set your font size to small or 96 dpi 5 Click OK to return to the Display Properties window 6 Click OK to save changes Content Manager Explorer options The Content Manager Explorer options bar allows you to e Set your Content Manager Explorer user preferences e Access the User Manual online e E mail a link to a Content Manager item e Add a Content Manager item to your favorites e Create shortcuts to Content Manager items 2 2 a Set your Content Manager Explorer
30. copy you cannot edit the configuration data To edit a Search Folder 1 Navigate to the Search Folder that you wish to edit and click the Open button on the toolbar or context menu 2 Modify the following fields as necessary e Name e Configuration e Metadata Schema 3 Click Save and Close on the toolbar 126 Tridion R5 Results Prerequisites Results See also User Manual 5 2 You have modified the Search Folder The Search Folder will display the results of the configuration information Blueprint If the Folder is edited in a Blueprint Parent Publication Child Publications that use the shared item now use the modified Folder 14 1 c Deleting a Search Folder You can delete a Search Folder to remove the Folder from the Content Manager Items in a Search Folder are not deleted when you delete a Search Folder and still exist in their original Folder To delete a Search Folder you must have Virtual Folder Management rights and Delete permissions for the containing Folder To delete a Search Folder 1 Navigate to the Folder that contains the Search Folder you want to delete 2 Select the Search Folder from the list view 3 Click the Delete button on the toolbar or context menu S Tridion R5 ajx 4re you sure you want to delete Virtual Folder 2 Figure 14 7 Delete virtual Folder confirmation 4 Click Yes You have deleted the Folder from the Content Manager 14 1 d Localizing or unlocalizing
31. displays a list of items that match the parameters you specified To remove parameters and return to the original list view Click the Undo advanced list filter icon in the toolbar Hek e e J A A Aeh rones Brea A a JO tro 100 100 100 107 Fe ac a Figure 2 23 Undo advanced list filter Note The search function in the Advanced list filter searches for each value entered singularly and within a word For example an a entry in the name field will return all items with an a anywhere in the name 2 5 d Using context menus You can access a context menu for items in the tree view or list view by right clicking on the item The menu will display commands that are commonly associated with the item that you have selected Figure 2 24 shows a context menu for a Component and figure 2 25 shows a context menu for a Folder Tridion R5 J Tridon E Tridion Content beragement Adeninictrater mlacrepgft niata Explorer chiens Pre aiti ETET Mame dled arj Tris iabe bo tha iip ingetar P Cenar Farce anfhience onire eapener mih hha n C Peg hang T trien aot A Cope W Dairje J Tridian E Tridon Content baragemert Adminibatar blacropft aiara Explorer Ei 4 Al ae z jf ws a E hepsi non naat Figure 2 25 Context menu for a Folder in the tree view User Manual 5 2 2 5 e Working with multiple items displayed in the list view You can perform some actions on more than one item at a time T
32. in the list view e Moving items from a list view e Copying and pasting an item from the list view e Deleting an item 2 5 a Opening an item from the list view You can open an item from the list view in the following ways e Double click the item e Use the Open icon in the main toolbar e Use a context menu A window displays the item you selected If another user has opened the item in edit mode you will view the item as read only 2 5 b Filtering the list view using list columns When viewing items in the list view you can filter the items that are displayed by filtering the columns You can filter both the Type and From Publication columns To filter the columns click the Down Arrow button that appears next to some column lists A drop down appears that displays your filter options The list view will display the filter option selected Tridion R5 User Manual 5 2 Name From Public Default Template Building Block pi Default Multimedia Schema 5 Default Fage Template O XForms_PG O Web Forms_PG user08 Tridion WebForms as T him Figure 2 18 List view filter example WebForms Template Building Block WebForms Schema WebForms WebForms Note You can filter using the Publication column for Child Publications in a Blueprint or for the list view that results from a search After you select a filter the arrow for the columns that you are filtering turn blue indicating that your current list vi
33. of the Content Manager 11 1 10 dx34 soBbeuep wUSIUOD z JaIdeUyD Chapter 2 Content Manager Explorer To change your user preferences Tridion R5 User preferences Specify the start location for your search Maximum search results Limit the number of results returned from a search query Select the default startup view Treeview i OK Cancel Figure 2 4 User preferences Search settings 4 Click OK 2 2 6 View the User Manual online To view the Content Manager User Manual online click the online documentation icon You can also access all user manuals and guides from our online help which is located at the following Web site https onlinehelp tridion com Ask your system administrator for your user name and password for this site kicrosoft Internet Expioner eh ajFoemes iMedia Se oy me Bi henero ae 30007 FOC CE wa Prasta Building Blocks heses yF rers rulaa nns F a f Tiia a if Diemer 5 E ps8 eet ad oe Thin P ial H Name IHE PE Fomf Modified Trdin RS Abteia and Trden take ta tha Sbp teqether zs gt A Syatem Admiration eo Canter Parts enhances online eupsrienoe mith n Compared Sh sean Managarart F gt Laurana van dar Tang becares a mambar of the Comparer irar Ai antag errant SA Group Hanaga mant Fa E orkiem Mirage rrr Sf Approved Dtabun bat FS process defination Fe Virgin Morey turret bo toriet meara cet res nit Tompi ree re LAIAT bti16 Prica amedeo PF Proceni i
34. of the following wat Indent To decrease the indent of the selected paragraph click the Decrease Indent button To increase the indent of the selected paragraph click the Increase Indent button Is Insert Inserts special characters into text Special characters include copyright Character trademark Euro signs and other unique characters You may also use this feature to insert standard text for example names of products etc Available characters depend upon your system configuration To insert a special character e Place your cursor where you would like the special text to appear e Click the Special Character button e Select a character from the list and click OK Anchor Creates an anchor to which you can link within the same format area To create an anchor e Place your cursor in the location at which you would like to create an anchor e Click the Insert Anchor button e In the window that appears type the name of the anchor and click OK You can now create a hyperlink to this anchor using the Hyperlink button a Hyperlink Creates hyperlinks to Components HTTP pages e mail addresses anchors or other resources See Inserting hyperlinks in a format area on page 49 Table See Formatting tables in a format area on page 53 z Insert See Inserting an image in a format area on page 51 a Image 46 Tridion R5 User Manual 5 2 Table 4 2 Format area toolbar options Button Description IN F
35. open Multimedia Component you can click the Save to Disk option and either save the binary to your desktop or open the binary directly 66 Tridion R5 Chapter 6 Pages Pages combine Page Templates layout and design with Component Presentations Component Presentations are the combination of content Components and layout Component Templates Figure 6 1 depicts how Pages combine the different Content Manager building blocks to create a Page 1 2 Schemas define the structure of content stored in the Components A Component contains content based on the structure defined by the selected Schema Component Templates describe how to present the Components based on specific schemas and what information in the Components to present A Page combines a Component and a Component Template to create a Component Presentation A Page Template defines the site navigation and the look and feel of a Page Page Templates usually define the header footer and content frames as well Pages are the combination of Page Templates and Component Presentations Component Presentations are displayed on the Page with formatting determined by the Page Template Figure 6 1 Pages combine Publication Building Blocks 67 Chapter 6 Pages 6 1 Page tasks Prerequisites 68 This section describes the tasks that you can perform with Pages e Creating a Page e Editing a Page e Previewing a Page e Publishing a Page See followi
36. park 114 Tridion R5 Table 13 1 Search operators Continued User Manual 5 2 Operator Function Example IN Searches for items that have the car lt in gt title returns items search terms in the specified field containing the word car in the title XML element XML element NOT Searches for items containing the car NOT park returns items search terms before the operator containing the words car but not but not the search terms after the park operator CASE lt case gt PaRk returns items Search for item containing the search terms as entered containing the word park with a capital P and R The operators AND OR and NOT must be in double quotes when searching for the word itself For example a search car AND park returns items containing the phrase car and park in that order Whereas a search for car AND park returns items containing the words car and park You can search for an exact phrase simply by typing the phrase you are looking for For example if you want to search for items that contain the exact phrase press release enter press release This will not match the content We will initially release the product to the press but it will match More information in our latest press release 13 1 b Search wildcards You can use wildcards to define a wildcard string which can be used to locate related word matches Table 13 2 Wildcards Character Function Example x Searches for item
37. placeholder in the format area You can view images in the format area using the View images button on the toolbar To view images in the format area 1 Place your cursor in the format area in which you want to view images 2 Click the View image button on the toolbar 51 s d pjalJ JUBUOdWIOD p 1 347deyyp 4 8 Cc Chapter 4 Component field types Selecting fonts in a format area You can specify how you want text to appear by selecting options in the Font dialog box To select font properties 1 Do one of the following select the text to which you want to apply text formatting place your cursor in the paragraph in which you would like to apply formatting Click the Font selection button on the toolbar In the Font selection dialog you can select the following properties Font the font face Size the size of the font Color the color of the text Background the color of the background Style italic bold and underline Effects Underline strikethrough superscript subscript Note Superscript and Subscript effects are mutually exclusive You may only select one option Click OK to apply your selections to the selected text 4 8 d Short cut keys that can be used in format areas Table 4 3 Short cut keys Action Short cut key Cut Ctrl X Copy Ctrl C Paste Ctrl V Undo Ctrl Z Redo Ctri Y Bold Ctrl B Italic Ctrl I Underline Ctrl U Hyperli
38. tree view the toolbar displays the corresponding options for that item For example if you select a Folder the toolbar displays the items you can create in that Folder When you create a new item or edit an item the window in which you work also displays a toolbar E Tridion RS Tridon Content Management Administrator Microsoft Internet Explorer A Anh ite ra t Company Information ei 5 items es 3 OT D i trusted stes a Figure 2 11 A toolbar with some active options and some inactive options Content Manager Explorer icons on page 25 describes the icons in the toolbar 2 4 Tree view and search view You can navigate to items in Content Manager Explorer using the tree view or by searching for an item Figure 2 12 Tridion R5 D Tridion R5 pP Search a Tree view Pai Tridion R5 Search for items with the following 9 Hag System Administration parameters gl Custom Pages General Advanced H S User Work Items E N Business Central Business France Business German a GB Publishing Queue Search for Search in x E e M Include subfolders a Search Reset Figure 2 12 Content Manager Explorer tree view and search view 15 1 10 dx34 soBbeuep wUSIUOD z JadeUyD 16 See also Chapter 2 Content Manager Explorer Tree view The tree view displays Publications Folders Structure Groups and Categories These are called organizational it
39. v border set the size to 0 Border style The style of the table border This setting defaults to v a solid line 57 s d pjaljJ JUQBUOdWIOD p 1 37deyp 58 Chapter 4 Component field types Table 4 4 Table formatting options Continued Format option Description Border color Column lt Table Row Cell The color of the border Select Custom color to select a color other than the listed colors Background The background color of the table row column or Y yY 4 yY color cell Select Custom color to select a color other than the listed colors Style If the Tridion system administrator has predefined v styles for your system you can select a predefined style for the table row column or cell Body Header This is a row setting that allows you to apply a body v Footer header or footer setting to a row in the table Vertical The vertical alignment of the contents of a column Y 4 vy alignment row or cell top middle bottom Type of Select the type of information contained in the v information selected cell s e Header is for heading text e Data is for content ID If the Type of information is Header you can add v an ID attribute to a single selected cell Text The text contained in a single selected cell v Abbreviation If the Type of information is Header you can add v an abbreviation attribute to a single selected cell Scope If the Type of information is He
40. would like to define an abbreviation or acronym e Click the Abbreviation button e In the popup that opens fill in the following fields Type select abbreviation or acronym Text type the text that you would like to appear in the format area Description type the description you would like to appear as a pop up Selected Element The Current Element drop down contains the currently selected element and previous elements You can use this to select any element and view its properties If an element has an associated style or class attributes these elements are displayed with an asterisk character The formatting options on the toolbar display the options available for the currently selected element Pe N row a Pe O sabiha n aad bn se m E we x Pa pra Sat mati pats utim n gm g a N O Current element Text 5 PS Table lt table gt af Table Body lt tbody gt Table Row lt tr gt Table Cell lt td gt lt span gt Bold lt strong gt Italic lt i gt 4 ee ee ae ee W Save to disk You can use these buttons to either upload text to the format area or i download text from the format area to a local disk Load from on disk Spell check This options will spell check the entire Component For more information see Spell check a Component on page 104 48 Tridion R5 4 8 a User Manual 5 2 Inserting hyperlinks in a format area You can create the hyperlin
41. Favorites icon a star Figure 2 7 Favorites 13 1 10 dx4 sabeuep us UOD z JaqdeuyD Chapter 2 Content Manager Explorer To add a Content Manager item to your Internet Explorer Favorites The Add Favorite window appears Add Favorite ay r Internet Explorer w WPS el OD ARTO TET Figure 2 8 Add favorite window Change the name of the link if needed and click OK The link appears in the Favorites menu of your browser 3 2 2 e Create a shortcut to a Content Manager item You can create a short cut to any item To create a shortcut to a Content Manager item 1 Select the item for which you want to create a short cut 2 Roll your cursor over the icon at the top of the window title bar Note that this icon will vary depending on which item you have selected ER acho RS fl Tridon Cont Emi Management Adrinasrame Microsoft In Li pmm Expiorer ie la El bro AEE cg ritory lint E Parni inem Contral Figure 2 9 Short cut Drag and drop the icon to create a shortcut to the desired location e g your desktop Figure 2 10 Example a short cut to User Work Items on a desktop Tridion R5 14 User Manual 5 2 2 3 Content Manager Explorer toolbar See also The Content Manager Explorer displays toolbar options according to the following criteria e Your security settings e The item selected in the tree view e The item displayed in the list view If you select an item in the
42. Folders Folders also have the following properties e You can specify a mandatory Schema for a Folder e You can create metadata for the Folder e You can modify Read Write Delete and Localize rights for the Folder See the Publication Management Guide for information about Folder security settings This chapter describes e Folder settings e Folder tasks 73 Chapter 7 Folders 7 1 Folder settings Folders have the following settings e Name You must make the name of the Folder unique within the Folder in which you create it In a Blueprint this naming constraint extends to any Parent or Child Publications in the Blueprint e Linked Schema Optional setting The default Schema for Components created in this Folder Linked Schema is mandatory Optional setting Components created in this Folder can only use the Linked Schema e Metadata Schema Optional setting Allows you to specify data in metadata fields that can contain values for the Folder If these fields are mandatory you must fill the fields in before you can save the Folder For more information about Metadata refer to the Publication Management Guide e Folder permissions By default a new Folder inherits security settings from the Folder in which you create it gt Inherit security settings from Parent The Folder inherits security settings from the Folder in which you nest this Folder You can only change User and Group permis
43. Info Name New Component Schema Link example 7 Copy 3 of New Component Copy 4 of New Component Copy of New Component internet Figure 4 10 Component links fields accepting one or more values If the field already contains links you can select an item in the list to determine where the Content Manager will insert the new link The Content Manager will insert the link below the selected link 2 Inthe pop up that appears navigate to the location of the Component or multimedia Component for which you want to create a link 3 Select one or more Components and click OK p Wob Pape Dialog HEEE XBX BEA Search L Buking Blocks L Schemas ONNA Hodia Arte Som pangrk Campane t 10 2003 1 23 28 AH amp F Pandemonign and bsu Component LOf6 D000 2 36 10 ah Figure 4 11 Select Component link 4 Repeat steps 1 to 3 for each Component Link you want to add Results The Content Manager creates a Component link or a multimedia link If the field allows more than one value you can use the buttons beside the link field to further format the links for this field e Move up move one or more selected links up one space e Insert insert another link e Remove remove a the selected link e Open open the selected link 41 s d pjaljJ JUQBUOdWIOD p 1 37deyp Chapter 4 Component field types e Move down move one or more selected links
44. Parent Publication this item is shared to any Child Publications You can create a local item in a Parent or in a Child edit You can edit local items or local copies Any changes made to these items are shared to Child Publications unless the Child Publication contains local copies of these items cut paste You can cut and paste any local item within a Publication You cannot cut and paste between Publications You must have write and delete permissions to cut and paste an item copy paste You can copy and paste any local item within a Publication delete You can only delete unused local items localize You can create a local copy localize any shared item in a Publication This permits you to edit the item 111 uuud njg zT 1 33deyo Chapter 12 Blueprinting Table 12 1 Actions on items in a Blueprint Continued Action General rules unlocalize You can unlocalize a local copy to use the original shared item publish You can publish a Component Page Structure Group or Publication Only items within active Structure Groups are published unpublish You can unpublish a Component Page Structure Group or Publication to remove the item from the Published site 12 4 Localizing or unlocalizing items If you are working in a Child Publication you may want to modify the content of shared items To do so you must create a local copy This local copy is editable If you do not want t
45. Pplanet com Trusted sites Figure 4 8 External Link fields To add a link to an external link field 1 Click the Add button beside the link field A Hyperlink window opens 2 In the Type field select on the following options e Select HTTP to create a hyperlink to an http page e Select mailto to create a link to an e mail address e Select Other to create a link to another type of internet resource such as an HTTPS FTP or other resource 3 Inthe URL field do one of the following e If you are creating a link to a Web Page type the URL of the Page you want to link to e If you are creating a link to an e mail address type the e mail address that you want the visitor to send mail to e If you are creating a link to another type of internet resource type the address of the internet resource that you want to link to 4 Click OK If the field specifies more than one link you can use the buttons beside the link field to further format the links for this field e Move up move one or more selected links up one space e Insert insert another link e Remove remove a the selected link e Open open the selected link e Move down move one or more selected links down one space 39 SodAj pjaljJ JUQBUOdWIOD p JoIdeUuyD Chapter 4 Component field types This if Comeccet wih Component Links aod Multinedus Links Artech aimee hei t i Pandamaran and Absurdity Pigi really San Fiyi
46. TML conversion To undo changes click Undo Redo Reapplies the action from the last undo You can redo the same changes as listed for Undo To redo changes click Redo IS Bold Italic Underline Applies bold italic or underline formatting to selected text To apply bold italic or underline formatting e Do one of the following gt select the text to which you want to apply formatting gt place your cursor in the paragraph in which you would like to apply formatting e Click the bold italic or underline button 45 SodAj pjaljJ JUQBUOdWIOD p JoIdeUuyD Chapter 4 Component field types Table 4 2 Format area toolbar options Button Description Left align Use these buttons to apply alignment formatting to text n To align text Center e Place your cursor in the paragraph to which you want to apply alignment e Click one of the following Right align gt gt alig Left align Center Right align Bullets Use these buttons to create lists To create a list Numbering place your cursor in the paragraph to which you want to apply list formatting e Do one of the following To create a bulleted list click the Bullets button To create a numbered list click the Numbers button Decrease Changes the indent of a paragraph To change the indent of a paragraph 7 Indent e Place your cursor in the paragraph that you want to indent s Increase e Do one
47. This is the name of the Page as it will appear on the Web site e Page Template The Page Template that the Content Manager will use to render the Page If you click the Inherit From Parent option the Page uses the default Page Template specified for the Publication e Metadata schema Optional You can select a metadata schema to create metadata values for the Page You must fill in any mandatory metadata fields before you can save the Page 4 On the Component Presentation tab click the add icon A window opens Web Page Dialog X S RPBOGABeGSUKS XX Name Type v From Publication v Modified LJ Embedded Schemas Folder 08 02 2005 14 50 40 Date field sample Component 5 Number field sample Component Plain text fields example Component I 5 Search LJ Building Blocks it J Test Schemas Rich text sample Component 08 03 2005 16 16 45 Component Template Default Component Template v e Preview Insert Above Insert Below Close Figure 6 3 Add Component Presentations 69 s ed 9 Jaqdeuy 70 Chapter 6 Pages To create a Page Continued 5 Do the following From the Navigation pane on the left side of the window navigate to the Folder that contains a Component you want to add In the list view select one or more Components Select a Component Template If you select more than one Component the Component Tem
48. Tridion R5 User Manual 5 2 User Manual 5 2 Revision CM_UM_5 2 1999 2006 Tridion Development Lab BV NOTICE The accompanying software package is confidential and proprietary to Tridion Development Lab BV or its respective licensors No use or disclosure is permitted other than as set forth by written license with the authorized distributors of Tridion Development Lab BV Trademarks Tridion and Tridion R5 are trademarks of Tridion Development Lab BV or its respective licensors All other company or product names used herein are trademarks of its respective owners Suggestions Your suggestions and comments about Tridion R5 functionality documentation and course material are highly valued and may be used to further enhance our offerings available to you We will be glad to receive your suggestions at Tridion Development Lab BV Product Management P O Box 22709 1100 DE Amsterdam The Netherlands fax 31 0 20 20 10 501 Email PMsuggestions tridion com Additional Licenses Please contact your Tridion sales representative to order additional licenses of Tridion R5 software www tridion com offers you a complete overview of Tridion s sales offices and further contact details Table of contents CMap r LIN CGUGCHON einir E E anaes 1 Dede PUDINCAEIOMS sacaperaasias ecweugieneiessapua A EE ETN 2 1 2 Web site building blocks ccc cccccccee eee e ee eeecennnneeesesenenaneeesenenes 3 1 3 Publication rights ANd per
49. URI tcm 6 81 amp Systemidentifier temO E EE Title version User Comment Modified Component with Workflow TRIDION ingridf Updated 17 12 2003 14 09 15 P Component with Workflow TRIDION Iingridf Updated 17 12 2003 14 10 51 P Component with Workflow A TRIDION ingridf Updated 17 12 2003 14 11 03 P Component with Workflow i TRIDION ingridf Updated 17 12 2003 14 11 15 P Component with Workflow TRIDION ingridf Updated 17 12 2003 14 11 26 ke 5 items 0 items filtered out Trusted sites Figure 1 3 Version History List For more information using versions of items see Chapter 10 Versioning on page 93 Tridion R5 Check in and check out items User Manual 5 2 You can check out an item that you are currently working on This gives you exclusive use of the current version and essentially blocks editing to all other users The Content Manager automatically checks out an item when you open it for edit However you can also explicitly check out and then check it in when you have completed work on the item I hita 100 100 107 Microsoft internet Explorer gaala E Grea aL oe 0 i hitori o i 10 0 OF oa Ge i Usame 4 J n a i oa p O ereer me i Gec s Preece Building Blocks ows Pree rele E Business Central 5 3 athar Zomparank E Business France ya oe ah n Comparant E Buldrg Blocks 4 f bar of tha Cemparark E era ran 4 l Tres Fi Seva pe res rat 1 Produits ae i Som pane nformstan arbre
50. a Search Folder If a Search Folder is shared to a Blueprint Child Publication you can localize the Search Folder to create a local copy When you localize a Search Folder you can edit the name and metadata You cannot edit the type or search criteria You can also unlocalize a Search Folder to use the shared Search Folder from a Parent Publication For information about localizing and unlocalizing items see Localizing or unlocalizing items on page 112 Note The search results in a Search Folder are within one publication only Therefore the unlocalized virtual Folder contains only those items in the Parent Publication 127 SJOPJO4 y21e S pT soqdeuyuy Chapter 14 Search Folders 14 2 Using items in a Search Folder When you access the list view of a Search Folder you see the following item types Items to which you have read write localize or delete permissions for the storage Folder or Structure Group Items that meet the search criteria for the Search Folder The items in a Search Folder represent the items to which you have read right localize and or delete permissions and rights As a result the Search Folder content may vary from one user to the next Important It is not possible to create items in or paste items into a Search Folder It is possible to perform the following actions on items in a Search Folder Check in out and undo check out View an item s History List Rollback Localize Unlocali
51. a TRODD rey ea Lig ly tes EELS 2OE ibd A uran Mon TRIDH ng nick Updated INILNIW 15 52 i Rollback 2 Ratrach Hi riy Ge virgin Foray tums to ontant management on i6 46 v5 Trusted sites Figure 10 6 Delete a version 10 3 Check in and check out 98 The Content Manager allows you to lock an item so that it cannot be edited by anyone other than the user who checked it out This functionality is called check out When you check out an item the item is locked and appears in your User Work Items Only you can edit the item while it is checked out Tridion R5 User Manual 5 2 F Tridon R5 Tridion Content Management Administrator Microsoft Internet Explorer P Tridon AS H g System Administration gt a Custom Pages Virg t D Tridion AS gt Press Raleave SP User Work Iter H Business Corral BP Business France JJ Buking Books HLJ Careers HLJ Comoany Information JJ Neas HJ Customers O e La December Press Rel P Y iia HO iSS ia pe vy From Publt poet tee MO ee 2 System Ps 13 Ske Careers 2 Company Information 17 12 20 News P S Cains snipe Open with WebDay 22 12 2 I dbo npo 101a og Products 4 i J a ES Categories ond Keywords p Versioning b Check in E Business German ee 5 O Somples sy S C Fitiihing Queve Blueprinting gt z F hs Ny Publishing b Undo check out f R Akaba ard Tritton take t
52. a appear e Metadata You can add metadata to the Folder using predefined fields Note To modify security settings for a Folder you must first save and close the Folder Then you can edit the Folder in order to modify security settings To create a Folder you must have Folder Management rights and Write permissions for the containing Folder To create a Folder 1 In Content Manager Explorer navigate to the Building Blocks of a Publication and the location in which you want to add the Folder 2 Click New Folder on the toolbar A New Folder window opens E Hea Fo Hea Ts p Daja E ged he memga Building Blocks hem Polder alc Cararal ifo hare Linked schema tick r Hata dria Schema Erare Figure 7 2 New folder window 3 On the General tab fill in the following fields e Name type the name of the Folder e Linked Schema select the default schema for the Folder e Mandatory select if you want the specified Schema to be mandatory for all Components created in the Folder e Metadata Schema if you would like to add metadata to all content that users create in this Folder select a metadata Schema and fill in the fields that appear 4 Click Save and Close The Content Manager creates a Folder is created You can edit the Folder to modify the default permissions for the Folder See Editing a Folder on page 76 75 SJOpjO4 Z Jjoqdeuy Chapter 7 Folders 7 2 6 Editing a Folder Y
53. ader for one or v more cells you can select whether the header is for a row or for a column Axis If the Type of information is Header for one or v more cells you can categorize cell information 4 9 e Applying formatting to table cells rows or columns When formatting a table in a format area you can format specific cells rows or columns In the Table Editor you can select or deselect one or more cells in the table preview area You can then apply the Table formatting options that are available for the selected cells rows or columns To format cells in a table 1 Inthe Format Area select the table for which you would like to format table cells Click the Table button on the toolbar 2 Inthe Table Editor select the tab for the type of table properties you want to edit Table Row Column Cell Tridion R5 User Manual 5 2 To format cells in a table Continued 3 Select one or more cells that you wish to format For more information about selecting cells see table 4 5 Note If you have selected the Row or Column tab the properties you select will be applied to the entire row or column If you selected the Cell tab the properties you select will be applied only to the individual cells that you have selected 4 Select or define the properties of the selected cells rows or columns using the options provided in the left hand pane For more information about the properties and formatting options availab
54. ae Ande ne a ORDAS 10 3982s A nq ern tan or ae at Ye E at abs Maan If you already know the URI of the item you can search for a specific item by entering the URI in the Search URI box at the top of the Content Manager Explorer To search for an item in the Content Manager based on the URI 1 In the Content Manager Explorer enter the Tridion Content Manager URI in the Search for URI field displayed in the toolbar Figure 13 6 Search for an item based on the Tridion URI 2 Click the Go button to search for the item The item will open in a new window 122 Tridion R5 Chapter 14 Search Folders Search Folders display the results of the search When you open a Search Folder the folder lists all of the items that match your search You can create a Search Folder in any Folder in a Publication This chapter describes e Search Folder tasks e Using items in a Search Folder e Search Folders and Content Manager functionality 14 1 Search Folder tasks You create Search Folders any Folder within a Publication If you have with Virtual Folder Management rights you can perform the following actions on Search Folders e Create Search Folders e Delete Search Folders e Edit Search Folder search criteria e Localize Search Folders e Unlocalize Search Folders 123 Prerequisites 124 Chapter 14 Search Folders 14 1 a Creating a Search Folder Create a Search Folder to access a list of items that ma
55. apter 9 Publishing on page 83 Tridion R5 Chapter 9 Publishing See also You can publish the following Content Manager items e Publications e Structure Groups e Pages e Components e Component Templates e Page Templates When you publish these items the Content Manager publishes the following items e One or more Pages e One or more dynamic Component Presentations Published Pages combine the Page Template and Component Presentations e A Page Template determines where how and which Component Presentations are rendered and also often includes navigation and branding features e A Component Presentation combines a Component or Multimedia Component with a Component Template The Multimedia Component contains the content while the Component Template determines how and which content from the Component is rendered Scripting in the Component Template and Page Template determines the design and content that the Content Manager publishes You can publish Pages if users created them within publishable Structure Groups Dynamic Component Presentations differ from embedded Component Presentations in that the Content Manager publishes them to a Content Repository rather than embedding them on a Page To use dynamic Component Templates you must use Dynamic Content Delivery For more information see the Tridion Content Delivery Guide This chapter describes how to publish and unpublish See the Content Delivery Guide fo
56. ars If errors are found the word is highlighted in the Component and the SpellChecker offers suggested alternate spelling 104 Tridion R5 User Manual 5 2 To spell check a Component Goodies Ouilding Blocks Spell Check Comet snampia be eed be mir Matn dciamary Thai Ignore my Charge bai Thess igrara ali 1 So eg ees CT B2s 0120e4 12 70 00 Engh Tuned Frey dor FETI Figure 11 3 Spell check pop up If there are no errors the popup displays a message indicating that the spell check is complete See figure 11 5 If necessary you can change the default language of the spell check using the Language options E Spell heck Web Fage Dialog Mot in dictionary This lonore Change ta Ignare all Suggeshons a Change all Language Fortuques Brasil Portugu s Portugal suomi Svenska Figure 11 4 Change language Note If you change the default language during a spell check the SpellChecker rechecks the spelling using the selected language including any previously checked words When you specify a language the SpellChecker remembers the selected option when spell checking another item in the same Windows Internet Explorer session For example if you spell check a Component and check the spelling of the Component in German then open another Component and spell check the default spell check language will be German If you close your browser the language will b
57. ate the organizational item Publication Folder Structure Group or Category in the navigation tree Right click on the item in the navigation tree and select Where Used from the context menu The Where Used window for that item opens If you are viewing the Where Used for a Publication the Blueprinting hierarchy tab is displayed For more information about using this functionality see the Blueprint Publications chapter in the Publication Management Guide To view where an item is used click the Used In tab e To edit an item in the list select the item and click Edit e To view the location of an item select the item and click Go To To view what items this item uses click the Uses tab e To edit an item in the list select the item and click Edit e To view the location of an item select the item and click Go To 131 Chapter 15 Where Used To view where an item is used Continued 5 To view Published to information for a Page Component Component Template or Page Template click the Published To tab 6 Click the Close button 132 Tridion R5 Chapter 16 Workflow Example 16 1 A Content Manager Workflow Process ensures that tasks on an item follow a specific flow of activities Each activity is assigned to a user When a user finishes an activity the next activity is then assigned to the next user in the Workflow Process The following items can have an associated Workflow Process Schemas All
58. ch Folders Chapter 15 Where Used This chapter describes how to use Where Used functionality Chapter 16 Workflow This chapter describes how to use Workflow functionality Vili Tridion R5 User Manual 5 2 Related documents This guide is one document from the documentation set for Tridion products The full documentation set consists of the following documents The Tridion Installation Guide explains how to get Tridion R5 products up and running The Tridion Upgrade Guide explains how to upgrade and configure Tridion R5 products included in this release It is intended for system administrators that want to upgrade their system from older versions of R5 Platforms and Requirements lists the prerequisites for Tridion R5 as well as the software and hardware it supports The Administration Guide explains how to perform general administrative tasks for the Content Manager It is intended for system administrators The Content Manager User Manual explains which tasks an end user can perform using this product and what it means to perform those tasks The Content Manager Publication Management Guide explains how to manage Publications within the Content Manager The Content Manager Programmer s Reference Guide explains how to configure the product in detail and how to extend its functionality through scripting and programming It is intended for software developers The WebDAV Connector User Manual explains which tasks an
59. characteristics e Table properties and formatting e Row formatting e Column formatting e Cell properties and formatting See Table properties and formatting on page 56 for information about each of these options 5 Click OK to insert the table with the selected formatting Results The Content Manager inserts the table in the format area with the selected formatting options To view the borders of the table in the Format Area you can select the Show Hide button on the toolbar The format area will then display the borders of the rows and columns in the table pl Figure 4 25 Show Hide button Tridion R5 User Manual 5 2 4 9 b Editing the formatting of an existing table You can reformat an existing table in the format area of a Component To format an existing table 1 Inthe format area of a Component do one of the following e Click on the border of the table you want to format e Select the table element from the Current Element dropdown FE ISu amuaaz ralY is Body text x Style iv Abb Current element Table lt table gt General Source Info Name Schema Table formatting options Format option Description Width The width of the table Height The height of the table Cell spacing The spacing around table cells Cell padding The padding between cell contents and cell borders Horizontal alignment The alignment of the table Border size The size of the
60. chema A series of fields appear that you can use to select a multimedia item 63 SJUDUOCdWOZD BIPSWIWNW S 1 343deyo Chapter 5 Multimedia Components To create a Multimedia Component Continued New Component New 7 16 Microsoft Internet Explorer og Name gt X_Ingrid Building Blocks New Component Schema Uploaded v ae SSS Figure 5 3 Selection fields 5 Inthe Multimedia Type field select a multimedia type 6 Do one of the following To upload a local or network file go to step 7 To reference an external resource go to step 8 7 To upload a local or network file do the following In the Resource Type field select Uploaded Click the Load From Disk button In the dialog that appears click the Browse button and select the file you want to upload and click OK e Web Page Dialog File C Documents and Settings ingridf Desktop flick OK Cancel Figure 5 4 Web page dialog Go to step 9 8 To reference an external resource do the following 64 In the Resource Type field select External In the URL address field that appears type the URL address of the file you want to use Tridion R5 User Manual 5 2 To create a Multimedia Component Continued X_Ingrid Building Blocks New Component New Component Default Multimedia Schema Gif image External http photos23 flickr com 29078095_ca753ff3c0
61. comment in the comment box and click OK e To finish a Manual Decision Activity choose the next activity type a comment in the comment box and click OK Tridion R5 User Manual 5 2 16 1 d Accessing your History List The History List contains a list of all items for which you have completed a Workflow Activity To view your History List From the Content Manager Explorer select User Work Items from the tree view Click on the History List 16 1 e Publishing and previewing items in Workflow You can publish an item in Workflow if it meets the minimum approval status set for the Publishing Target For more information about Publishing Targets see the Publication Management Guide If the item is in Workflow and does not meet the minimum approval status the Content Manager publishes the last checked in version of the item 135 MO POM OT 4e deyD Chapter 16 Workflow 136 Tridion R5 Index A activity finishing 134 Starting 134 adding content to tables 56 advanced list filter 19 B BluePrint defined 110 BluePrinting 109 items 111 key terms 110 browser 8 C check in 98 checking in 102 checking out 100 undo 102 check out 98 child Publication defined 110 CM Explorer 7 advanced list filter 19 browser 8 context menus 20 icons 25 list view 18 Options bar 10 recommended settings 9 10 search view 15 Shortcut keys 27 toolbar 15 tree view 15 user preferences 10 User Work Items 17
62. dn Ex Auto 18900 I4 22 30 mpg deselect 4dr Sdn EX Auto V6 20195 v6 20 27 mpg 4dr Sdn LX mendak 16195 4 23 30 mpg 4 9 f Inserting and removing rows and columns from a table The following table describes how to insert and remove rows and columns from a table Table 4 6 Inserting and removing rows and columns from a table Action Description Insert a row abovea Click on a cell Click the Insert row above icon The selected cell Content Manager inserts a row above the selected cell Insert a row belowa Click on a cell Click the Insert row below icon The selected cell Content Manager inserts a row below the selected cell Insert a column to Click on a cell Click the Insert column to the left icon the left of a selected The Content Manager inserts a column to the left of the cell selected cell Insert a column to Click on a cell Click the Insert column to the right icon the right of a The Content Manager inserts a column to the right of the selected cell selected cell Remove a row Click on a cell in the row you want to remove Click the Remove row icon The Content Manager removes the row and the contents of the row Remove a column Click on a cell in the column you want to remove Click the Remove column icon The Content Manager removes the column and the contents of the column S P Be f l oto 4 9 g Merging and splitting cells in a table The following table describes how to merge and split cell
63. down one space i anqeianirnt Links Mowe 17 16 Minreaole Internet Paplerer a Sample Publication Ouilding Blocks Components Componen r Component Links Schema wth Component Links Arlee Compcert Pandenmcnmamn and Absurdity Pigi rally Gan Aly Figure 4 12 Link options 4 7 List fields Components may contain the following list field types e drop down lists you can select one options from a drop down list e select boxes you can select one or more options from a drop down list radio buttons you can select one option check boxes you can select one or more check boxes Depending upon the list field you may be able to select text numbers or date values Figure 4 13 List fields 42 Tridion R5 4 8 User Manual 5 2 Format area fields Format areas accept alpha numeric characters and also allow you to apply formatting to the field The formatting options available for the field appear in the toolbar of the Component In addition you may also edit the HTML The HTML edit setting is configurable therefore you may not be able to edit HTML source in all format areas Format areas may consist of three tabs e Design tab When entering text in the text area on this tab you can use the controls on the toolbar These controls are described in the remainder of this chapter e Source tab You can enter text and HTML formatting on this tab e Preview tab You can view co
64. e recommend that you use the following Internet Explorer IE settings when using the Content Manager Explorer Encoding Use Unicode encoding To set encoding to Unicode From the Internet Explorer menu bar select View gt Encoding gt Unicode Browser security settings The following security settings will ensure that the Content Manager Explorer displays correctly To use your security settings 1 From the Internet Explorer menu bar select Tools gt Internet Options 2 On the Security tab select the Internet content zone 3 Click the Custom Level button and enable the following settings e ActiveX gt Run ActiveX controls and plug ins gt Script ActiveX controls marked safe for scripting e Downloads gt File downloads e Miscellaneous gt Submit non encrypted form data e Scripting gt Active scripting gt Allow paste operations via script Click OK to enable these settings 4 On the Security tab select the Trusted Sites Web content zone Internet Options General Securty Privacy Content Connections Programs Advanced Select a Web content zone to specify its secunty settings Ss Intemet Local intranet 5 Click the Sites button In the Trusted sites window that appears type the name of the Content Manager Web address then click Add This setting ensures that you can access all content within a Component 6 Select the Privacy tab and click the Advanced button Select the Override automatic
65. e reset to the default spell check language 105 JBYIBYOIIedS TT 4e deyD 106 Chapter 11 SpellChecker To spell check a Component 4 5 For each detected error you can use one of the following options e Ignore ignore the detected error and continue checking e Ignore all ignore the detected error every time it appears in a text field in this Component e Change use the default suggestion in the Change to field select the suggestion that applies to the detected error or type in your own spelling and click the Change button to change the detected error e Change all use the default suggestion in the Change to field select the suggestion that applies to the detected error or type in your own spelling and click the Change button to change the detected error every time the spell checker finds the word Note The word that appears in the Change To field is used to replace the spelling error Once the spell check is complete the following window appears F SpellCheck Web Page Dialog The spell check is complete Figure 11 5 The spell check is complete Optional If you wish to spell check metadata text field values select the metadata tab and repeat steps 2 to 4 J Srazi Chink Capnia paasphe ra U Maod baiia T agplatee gt E Woodi Be nuilding flocks spell Check ale a hi ample reint in a Hold ath Formatting i r al i Hek in dichonary ranch igrara cwe B O Oai
66. e the time at which content is placed online For example if you are publishing your company s quarterly results you may not want them to go online until a specific date 4 To see which items the Content Manager will publish click See items to publish A window opens showing the items you selected as well as any items that depend on it 5 To configure when this content should be unpublished do the following e Click Unpublish settings The Unpublish settings tab appears Publish Web Page Dialog i x Choose one or more Target Types to Publish settings Unpublish settings Advanced publish to Do not unpublish D 4E Test Schedule unpublish D wm Live 10 08 2005 foo o0 ie D 4 Staging Hote All selected dates and times are Content Manager server dates and times Cancel Figure 9 3 Publish dialog Unpublish settings tab 85 Buiysijqnd 6 Jaydeyd 86 Chapter 9 Publishing To publish items from the Content Manager Continued e Do one of the following gt To unpublish at a later date select Do not unpublish gt To schedule unpublishing select Schedule unpublish and click the calendar to pick a date and time 6 To configure Advanced Publishing options select the Advanced tab See Advanced Publishing options on page 86 for more information about these options 7 Click OK to start the publishing process Important After you click OK Content Manager will reme
67. e toolbar or right click and select Compare from the context menu Jh netp 10 100 100 107 Views Asp LatHitery ameet aspTURI tem 6 B58Systemidentifier temd E THe Arien Camm ant Fa orhad i gn Honey GaTe bo cote 1 op reat LALO idini A Urar Money turra ba cote 2 0 Joji ond Up dated 22 1222 14 40 08 Figure 10 2 Comparing two versions 4 Click the Compare Versions button The Comparison pane displays a comparison of the two versions inttp 4 10 100 100 107 views ASP Comparef rameset_anp Systemidentifier tomdi 185682810013 Oiferencen babasan fy ve en Mine OFT to cori maragani 7 0 and feurgn Mone a tural ba tentent managamark 4 0 3 Asbudd Compsnent Virgin Money bared te tobha management based on Schema Press Release Component Fields hile Virgin Merey bis to Content managerent ammnay Virgi biorey pins Ertas with Tridente menage Mmana services sa date 8 10 2003 14 16 00 k z London Ortober P003 Vrgn Hene has cutthe ime takes to make changes bo te Web sta fom four dayi to 10 minie Dee ofthe TE best known online personal financial service companies has amplerented Tekkies content TRIB potion bs manage ts onine brand more alfectely Bestre onplementng the Trden sokshen making changes te the Wek aie entailed a comple approval proc ees that ale the TT and Web teams Howem Teien s BluePrint technslogy rew wens that Viiga Mens yan Teg bam can mike altecnshcos to the te thus reducing ime to market fo
68. eihei e Ghee teeter Damaon n ence wt Camponent Tanager rg cert Came on ant Ta mp late TALII 14 OS User Work arres eR Bienes Cariri fs Biearesss Frares i buking Books BO cares i Comper Intonation foc Wiss HS Customers a Press releases ca December Press Release fee Predikis er Bas oie i Careers HO Company Information HHS Heas cusin es BEN Press reeset EY produs iS Categories and Kerani Oe Didres Gas H iper Pubid ing is ia Figure 10 8 Example upper Component is checked out It appears in the User Work Items of the individual who either checked out or is currently editing the item Y Trien RS Tiidion Content Management Adm nistratar Microsoft internet Explores mda J he ee JE TE J eo Goge S I karrer Hime 22 Deco bar 7EY LEIT ll E A fube Basie Feie Ean mnam renca Fda rra Typa gi Press Aake Boheme W ig System Ad rd re strategy TF Altea and Tondon taka bo tha Skp together Component fg Custom Pages g Tred in AS a2 User Word bere fo Assiri lst aa Work Ust ay Histore Est Business Cental Figure 10 9 User Work items 10 3 a Checking out an item You can check out a checked in item for your exclusive use To check out an item you must have rights for the item and write permissions It is not possible to check out and item that is in Workflow that is already checked out or that is a shared item To check out an item 1 Access the Folder or Structure Gro
69. ems since they store other items If you select an organizational item from the tree view the list view displays the items which it stores figure 2 12 Zz lin pm ee fidati SE vim pane s San Be f System Administration sH m Custom Pages kona Se S User Work Items ound a Business Central pai a Business France iS Building Blocks g Careers i Company Information ch News t y Customers t Press releases Products H y System site i a Careers Company Information iH News faz Products 4 a Categories and Keywords is Business German 2 A Publishing Queue 5 nE aaa t ay F lt f aA ER on TaT E E s T E ee a v nn Figure 2 13 Content Manager Explorer tree view To view nested Folders or Structure Groups e Click the to expand the tree Figure 2 14 Expanding the tree view Content Manager tree view shortcut keys on page 28 Search view You can search for items within the Content Manager by entering a search criteria and searching for items To access the search view click the Search button at the top of the navigation tree Tridion R5 See also ling nena co arrar z papu E Tridion AS Tridon Content Management Admineinain j Mermi Internet Expiorer i Cantral i We Busines France 2 2 Curkarn Fagen Basne German ih Bi Urar Work Harma IRA Bannan Contral a Basne rencs fs Budding Blocha HS ae rn Cem pang Infermartan br
70. end user can perform using the Tridion WebDAV Connector The Business Connector Guide explains how to use the Tridion Business Connector The Content Delivery Guide explains how to configure and use the Content Delivery products For information about this specific release or Tridion R5 see the Tridion Release Notes document Version history This version history list outlines the changes to the User Manual since it was last released For a full description of the functionality that has changed in this release refer to the Release Notes Product version Changes 5 1 Main release 3 1 SP1 The User Manual now contains an index New information is added to Chapter 4 Component field types Tables Component Links Multimedia Links 5 1 SP2 The following chapters are removed from this book e SiteEdit e WebDAV 5 1 SP3 Very few changes User Manual 5 2 Product version Changes 5 1 SP4 No changes 5 2 Documented changed functionality for the following e Multimedia Components e Component Format Area fields e Publish dialogs Tridion R5 Chapter 1 Introduction The Tridion Content Manager enables you to create manage and organize Web site content easily and efficiently You can create content using the Content Manager Explorer a browser based interface that you can use to access create edit and publish content Multiple authors editors and designers can contribute thereby allowing you to collaborate
71. ent bi bdb General Metadata Sou oL rce Info Name Schema none aree a aaa E es Figure 3 1 New Component window Tridion R5 User Manual 5 2 To create a Component Continued 3 On the General tab fill in the following fields e Name the name of the Component e Schema the Schema on which this Component will be based After you have selected a Schema a series of fields appears Note Your Tridion system administrator may have selected a mandatory Schema for the Folder in which you create a Component In this case the Content Manager Explorer selects the Schema for you F Hew Component Mew 0 16 Micii hierie Expiceer Sm Fr mi Building Blocks Hees Pree rele anis i hem ndon dekvers a nem release of the Content Manag Schama re Rekin F Figure 3 2 New Component displaying a series of fields 4 Fillin all mandatory fields and optional fields as necessary Mandatory fields have a red beside them Note See Chapter 4 Component field types on page 35 for more information about the possible field types E Tridion delivers a new release of the Content Manager New 1 16 Microsoft Internet Ex plorer Wucinese france Building Blocks HewalPrese releases Tridiaon delive jem relesce of the Content Manager bi bdb i HOE oulas u EE a jr em Tridion delivers a new release of the Content Manager Cantant i made avilable within the Tr
72. ent Management Acm nistrator Microsoft internet Explorer ca ach Fason eda of bm JC hip ded te ye F J E ee ae LJ Customers i ILN 12 45 11 gt Sritam Administration iiH Fodar TLE 12 4606 l i amp gj Eurom Fagas p December Prani Folens Virtual Polder ZILIO 10 47 51 if Trian AS E Preece Ploy be eat Sots ms iniamh 151021568 Figure 14 5 Virtual Folder button 125 SJOPJO4J y21e S pT soqdeuy Chapter 14 Search Folders To create a Search Folder from the toolbar Continued 3 Inthe Virtual Folder window that appears fill in the following fields e Name the name of the Search Folder You must provide a Name that is unique for all Folders and Search Folders contained in the same Parent Folder e Type Search Folder e Configuration Add the search criteria Figure 14 6 Virtual Folder create and edit 4 Metadata Schema optional if necessary select a Metadata Schema for the Search Folder and fill in the fields as necessary 5 Click Save and Close on the toolbar 14 1 b Editing a Search Folder Edit a Search Folder to modify its name configuration and metadata You cannot change the Virtual Folder type Prerequisites To edit a Search Folder you must have Virtual Folder Management rights and Write permission for the containing Folder In a Blueprint you can only edit a local Folder or a local copy of a shared Folder You cannot edit a shared Search Folder If the Search Folder is a local
73. entered in the description field You can check the Case Sensitive box to search for words with the exact capitalization In Advanced Search the entry car park in the description field returns all items with both car and park in their description Type The Type option searches for an item type selected via the drop down menu Keyword The Keyword option searches for items that use the Category or Keyword that you specify Note To use this option you must first select a Publication in which to search on the General tab of the Search pane You cannot use this option if you have selected the entire Content Manager as a search location Keywords may be used in items as metadata or as content in Components For more information about Categories and Keywords see the Publication Management Guide Date The Date modified option searches the date modified fields for values modified entered in one of three time queries e between dates e in the last month s e in the last day s Author The Author option searches for an author selected using the drop down menu Status The Status option searches for checked in or checked out items selected using a drop down menu Publish The Publish status option searches for published or not published status items selected using a drop down menu Using the publish state search feature will return only Components Component Templates and Pages 119 yoieasS
74. er Explorer navigate to the Publication and Folder or Structure Group that contains the item you want to move 2 From the list view select one or more items For information about selecting multiple items see Working with multiple items displayed in the list view on page 21 3 Click the Cut on the toolbar 4 From the tree view select the Folder or Structure Group to which you want to move the item s 5 Click the Paste on the toolbar The Content Manager moves the item to a different location in the Publication Tridion R5 Prerequisites Results Prerequisites User Manual 5 2 2 5 g Copying and pasting an item from the list view You create a copy of an item within the same Publication Note that it is not possible to copy to another Publication If you create a copy of a Folder ora Structure Group you create a copy of all items that are contained within it as well If an item is in Workflow or if a different user has it checked out you can only create a copy of the last checked in version of the item You require the rights that allow you to modify that object as well as the following permissions e Read permission for the containing Folder e Write permissions for the Folder to which you want to paste the item To copy and paste an item 1 In Content Manager Explorer navigate to the Publication and Folder or Structure Group that contains the item s you want to copy 2 From the list view select the item s yo
75. er describes how to create and use Components in the Content Manager Explorer Multimedia content is saved in multimedia Components For information about multimedia Components see Chapter 5 Multimedia Components on page 61 31 Chapter 3 Components 3 1 Component tasks Prerequisites 32 This section describes the following tasks e Creating a Component e Editing a Component For information about moving copying and deleting Components see the following sections e Moving items from a list view on page 22 e Copying and pasting an item from the list view on page 23 e Deleting an item on page 23 3 1 a Creating a Component When you create a Component you select a Schema that defines the type of Component that you want to create For example your organization may have a Schema called Press Release upon which all press release content is based You create Components in Folders within a Publication To create a Component you must have Component Management rights and Write permissions for the containing Folder Your Tridion system administrator determines these settings To create a Component 1 In Content Manager Explorer navigate to the Publication and Folder in which you want to create the Component 2 On the toolbar click the New Component icon A New Component window appears 4 New Component New 1 16 Microsoft Internet Explorer Business France Building Blocks News Press releases New Compon
76. ew is filtered Type Folder Folder r j Folder d l Folder be j i 2 Folder t x etal item te ee ee ii oi 4 7 ot F 3 ae ts non ote ee a a oe Liab mens Se Figure 2 19 A filtered list 2 5 c Filtering the list view using the advanced list filter To filter the items shown in a list use the advanced list filter For example using the advanced list filter you can enter the name of the item the location of the item the Publication in which a user saved the item or the date when a user last modified the item The list view will update to show the items that fit the criteria you entered To filter items in the list view 1 Click the Advanced list filter button on the toolbar Figure 2 20 Advanced list filter An Advanced list filter window opens If your original view was a list view within a Publication the following window opens Advanced list filter ae From Publication Modified Figure 2 21 Advanced list filter within a Publication If your original view was the Publication list within the Content Manager the following window opens 19 1 10 dx4 sabeuep wud U0D z JaqdeuyD 20 Chapter 2 Content Manager Explorer To filter items tn the list view Continued Advanced list filter Cancel Figure 2 22 Advanced list filter from Publications list 2 Enter the values by which you want to filter the list 3 Click the OK button to filter your list The list view
77. f QuickTime Movie mov qt Gif Image gif Real Player rm ram ra rv Jpeg Image jpg jpeg jpe Rich Text rtf MP3 Music mp3 Sound File wav Mpeg Video mpg Word Document doc A Tridion system administrator can add addition Multimedia Types to the Content Manager For more information about adding additional Multimedia Types see the Publication Management Guide This chapter describes how to perform Multimedia Component tasks 5 1 Multimedia Component tasks This section describes e Creating a Multimedia Component e Editing a Multimedia Component For information about moving copying and deleting Multimedia Components see the following sections e Moving items from a list view on page 22 e Copying and pasting an item from the list view on page 23 e Deleting an item on page 23 62 Tridion R5 Prerequisites User Manual 5 2 5 1 a Creating a Multimedia Component You can create a Multimedia Component that identifies a specific binary file You can then use the Multimedia Component directly on a Page or as a Component link within another Component For more information about this see Multimedia link fields and Component link fields on page 40 You can either e Upload a local or network file to the Content Manager e Create a reference to an external resource such as an image on your server Important Due to server restrictions such as ASP Timeout Transaction Timeout size of database etc you may ex
78. gi Changa Change all Spell Checker is useful It allows you to spell check Component and meter Design 3 1 a Forma Ext AEn an you spell chec This is bolil and Times Thespian Thick Tidion A5 Language English United Kingdom Close Figure 11 1 SpellChecker spell checks text fields and formattable text fields 103 Chapter 11 SpellChecker Supported languages You can spell check content in the following languages e American British and Canadian English e Brazilian Portuguese e Danish e Dutch includes the new spelling e Finnish e French contains both European and Canadian spelling e German includes spelling reform e Italian e Norwegian Bokmal dialect e Portuguese Iberian e Spanish contains European Mexican and South American words e Swedish 11 1 Spell check a Component You can spell check all text fields and metadata text fields in a Component It is not possible to spell check values in date fields number fields link fields or list fields Note The SpellChecker does not check both the content of the General tab and Metadata tab at the same time If you want to check the spelling in both areas you must perform the spell check one tab at a time To spell check a Component 1 Inan open Component select the General tab 2 Click the Check Spelling button on the editing toolbar te Figure 11 2 Check Spelling The SpellCheck pop up appe
79. gure 1 5 General search and advanced search options Joydeuy See also See also See also Chapter For more information about searching for items in the Content Manager see Chapter 13 Search on page 113 Workflow You use Workflow to define a flow of activities that bring a task to completion Activities are assigned to users and when a user completes an activity the Content Manager automatically assigns the next activity until the task is complete Workflow processes may be associated with Components Pages and Templates In the Content Manager Explorer you can view activities that are assigned to you in your User Work Items list figure 1 6 ak 2 fae Bonn Sata l hoi diw woah i Weer Work themes h Gj pete Admn mireb on E y Suman Fiege of All chicked out thems TA 7 SF anae ak ar All checked out items af Work lint ghintory link E Fene Contral hi Bunn Franca E Binn em German Far History list L af i Assignment list CS pubbehing Queue roe ae ae gle ta ae SG 4 items 19 kere karad awT Figure 1 6 User Work Items For more information about Workflow see Chapter 16 Workflow on page 133 For information about designing a Workflow Process and applying this process to items in the Content Manager see the Publication Management Guide Blueprinting A Blueprint is a relationship between Publications whereby Publications may share structure content and design from and with other Publications
80. hat you can use to navigate between items in the Content Manager Explorer tree view Table 2 2 Shortcut keys for the Content Manager Explorer tree view Key Result Up Move up one node Down Move down one node Left Close an expanded node or go to Parent node Right Expand a closed node or go to first Child in the node Home Go to the root of the tree view End Go to the last node in the tree Enter If you selected another node go to the selected node Page Up Go to the first node on the Page Page Down Go to the last node on the Page Backspace Go to the Parent Ctrl X Cuts the selected node Ctrl C Copies the selected node Ctrl V Pastes a copied or cut note Delete Deletes the selected node 2 8 b Content Manager list view shortcut keys The following table describes the shortcut keys that you can use to navigate between items in the list view Table 2 3 List view shortcut keys Key Action Home Select the first item in the list End Select the last item in the list Up arrow Select the previous item in the list Down arrow Select the next item in the list Page Up Scroll up one page select the first item Page Down Scroll down one page select the last item Enter Execute default action Escape Clear selection Shift Select a range of items Ctrl Add or remove an item from the selection Space Left mouse click Ctrl X Cut Tridion R5 User Manual 5 2 Table 2 3 List view sh
81. he item e Save and New saves the changes you made to the item closes the item and opens a window in which you can create a new item of the same type Tridion R5 User Manual 5 2 od bet Figure 2 27 Save Save and Close and Save and New options Figure 2 28 Save options in a Component window Content Manager Explorer icons Table 2 1 describes the buttons that appear in Content Manager Explorer toolbars If you are creating a new item using the buttons on the toolbar all Add buttons are displayed with a red star over the icon For example Figure 2 29 shows a New Component icon a Figure 2 29 New Component icon Additionally the icon of a published item has a small blue globe in its top right hand corner For example Figure 2 30 shows a published Component icon e Figure 2 30 Published Component icon The Content Manager uses the following icons in toolbars the tree view and the list view Table 2 1 Content Manager Explorer icons Sheet 1 of 3 Icon Description Main Edit Tree view Toolbar window toolbars Go to Parent ey User Work Items v Publish Queue v iy Check in v 25 1 10 dx4 sobeuep 3u zuoo z 1 43deyp Chapter 2 Content Manager Explorer Table 2 1 Content Manager Explorer icons Sheet 2 of 3 Icon Description Main Edit Tree view Toolbar window toolbars Check out v N ER Undo Check out v
82. he Content Manager to create valid markup Header selection list You can apply a header level to text within a format area To apply a header level to text e Place your cursor in the line that you want to add a header level to e Select an option from the Header selection list Paragraph lt p gt Generic container lt div gt Body text no surround tag Headings lt hi gt lt h6 gt If defined you can apply a Style to a current selection The Styles define predefined formatting These styles are predefined for the entire system For more information about configuring styles for text see the Tridion Publication Management Guide To apply a style to text e Select the element to which you want to apply a style e Select the style from the Style drop down 47 s d pjaljJ JUQBUOdWIOD p 1 37deyp Chapter 4 Component field types Table 4 2 Format area toolbar options Button Description z Language Sets a language attribute for selected text e Select the text for which you would like to set a language attribute Click the Language button e In the Language pop up that appears select a language from the displayed list Abbreviation or acronym Defines the full or expanded form of a selected abbreviated expression or acronym A description is inserted as a tool tip To insert an abbreviated expression or acronym e Select the text for which you
83. he Structure Group as it will appear in Content Manager Explorer e Directory type the name of the Web site URL to which Pages created in this Structure Group will be published e Publishable uncheck this option if you do not want the Content Manager to publish this Structure Group or nested Structure Groups e Default Page Template select a default Page Template or select Inherit from Parent 5 Optional To add metadata to this Structure Group select a Metadata schema and fill in metadata fields are required 6 Optional To associate a Workflow process with Pages created in this Structure Group select the Workflow tab and select an applicable Workflow Process 81 sdnoJ5 n pns g saqdeuy Results Prerequisites 82 Results See also Chapter 8 Structure Groups To create a Structure Group Continued 7 Click the Save and Close button on the toolbar The Content Manager creates a Structure Group You can create Pages and other Structure Groups within this Structure Group If you set the Structure Group to Publishable the Content Manager publishes Pages in this Structure Group to the Structure Group Directory specified 8 2 b Editing a Structure Group Edit a Structure Group to change its general settings permissions or Workflow association To edit a Structure Group you must have Structure Group Management rights and write permissions for the containing Structure Group To edit a Workflow ass
84. hin the same frame as the link tag Parent frame The link will load in the immediate Parent of the frame Top frame The link will load in the top frame of the window Named The name of the target window If you select named you must also provide the name of the target window 4 8 b Inserting an image in a format area You can insert a Multimedia Component that is an image file into a format area For more information about creating Multimedia Components see Chapter 5 Multimedia Components on page 61 To insert an image into a format area 1 Inthe format area insert your cursor in the location in which you would like the image to appear 2 Click the Insert image button the toolbar 3 Inthe Image window that appears fill in the following fields Component Click the browse button next to the Component field and select an existing Multimedia Component that is in an Image format jpg gif tif etc Text optional Type the tooltip text that will appear when a visitor places their cursor over image Description URL optional Type the URL of a description of this image Width optional Enter the width of the image Height optional Enter the height of the image Proportion optional If you do not want the image to be rendered using the width and height proportions uncheck this box before you modify the width and height of the image 4 Click OK By default images are shown with a
85. idi Content Manager either vi a import and conversion wing the Todi ganten Portes or via athe Tiden fusinass Sannashar which tl a link that synchronizes the copers in the ridion Content Manager Pe Original in the easing sy rbens Figure 3 3 Component with field values filled in SjUsUOdWOD g JaIdeUuD Chapter 3 Components To create a Component Continued 5 A Component may also use Metadata fields If so a Metadata tab appears Select the Metadata tab if applicable and fill in all mandatory fields and optional fields if required 6 On the Component toolbar click Save and Close Results You have created a Component See also For information about creating Pages and using Component on Pages see Chapter 6 Pages on page 67 3 1 6 Editing a Component Edit a Component to modify the content of the Component Prerequisites To edit a Component you must have Component Management rights and Write permissions Your Tridion system administrator determines these settings It is not possible to edit a Component if the following conditions apply e The Component is shared from another Publication see also B ueprinting on page 109 e A different user already checked out the Component e The Content Manager assigned the Component to a different user through a Workflow Process To edit a Component 1 In Content Manager Explorer navigate to the Publication and Folder that contains the Component you want t
86. ields also accept one decimal and a positive or negative sign A number fields may have the following characteristics e The field may accept more than one value This may be used to distinguish between different paragraphs e The field may be mandatory This is indicated with a Figure 4 6 Example of number fields Date fields A date field allows you to select a date and time using a date select button Date fields may have the following characteristics e The field may accept more than one value This may be used to distinguish between different paragraphs e The field may be mandatory This is indicated with a 11 29 2005 11 41 00 11 29 2005 11 41 00 Figure 4 7 Date field External link fields An external link field allows you to create a link to an external URL an e mail address or another URL addressable type such as FTP Tridion R5 User Manual 5 2 External link fields may have the following characteristics e The field may accept more than one value You can also change the order of the values in these fields using the Move Up and Down buttons e The field may be mandatory This is indicated with a External Link New 3 16 Microsoft Internet Explorer gt X_Ingrid Building Blocks Schema chapter External Link ld ba General Source Info Name External Link Schema A External Link aa mailto documentation tridion com http www tridion com fto fto FT
87. in 128 search view 15 16 searching saving as a Search Folder 121 settings Internet Explorer 9 system display 10 shared items defined 110 shortcut creating 14 shortcut keys 27 list view 28 popup windows 29 toolbar 29 tree view 28 starting activity 134 Structure Groups 77 creating 80 editing 82 settings 78 tasks 80 T tables 53 adding content 56 editing formats 55 formatting cells 58 formatting options 56 inserting 53 inserting columns 60 inserting rows 60 merging cells 60 removing columns 60 removing rows 60 splitting cells 60 text fields 37 toolbar 15 Shortcut keys 29 tree view 15 16 Shortcut keys 28 user work items 17 U undoing check out 102 unlocalizing 112 Search Folders 127 unpublishing 84 87 user preferences 10 User Work items 133 user work items 17 Using CM Explorer 8 V version viewing 95 Version History List 94 viewing 94 version numbers 93 Versioning 93 check in out 98 comparing two versions 95 deleting a version 98 rollback 96 version history 94 version numbers 93 versions comparing 95 viewing History List 135 Version History List 94 W Where Used 131 wildcards 115 Workflow 133 finishing an activity 134 History List 135 starting an activity 134 User Work items 133 Work list 134
88. ious version 4 Inthe pop up that appears select one of the following choices e To create a new version based on the selected item select Create New Version and click OK e To delete all versions after the selected version select Delete All Versions Created After and click OK J Trdion RS Input request Web Page Dialog Teet an apo CaS PER YAERI See OP YAS Rn d iDa rat dakrte varaire costed atar Timet eron Cinleba all tha versione crested atar VRS RIN d Soma mipitan nr ee oe mrp ta kart JE Figure 10 5 Rollback options dialog 97 uIlUoOISJ A OT 4Jaqdeuy Prerequisites Chapter 10 Versioning 10 2 e Deleting a version You can delete one or more versions from the Version History list You cannot delete the last version or the current version of an item To delete an item you must have rights for the item you want to delete and you must have delete permissions for the Folder or Structure Group in which the item is stored To delete a version 1 View the Version History List 2 Select the version or versions you want to delete 3 Right click and select Delete from the context menu Usar Carmmani Fidia d TEDD H reg oi iP cre aon LITI2200S idiss TRIODG H rend Lp charted 22 12 2003 14 05 TR DCR H reg ea Lig dated rm nd LEI as ff 12523 14 23 58 I0 Virgin Aon M Cpa wth Wabi TRIODO H regn dF Wo detec Irgn on Pravin TRIODO W ran oF Lip carted 221223 15 04 24 E igan Mion T Compar
89. jpg Local intranet Figure 5 5 External image e Goto step 9 9 If a Metadata tab appears select the metadata tab and fill in fields as required You must fill in all mandatory metadata fields before you can save the Multimedia Component 10 Click Save and Close Results You have created a Multimedia Component 5 1 6 Editing a Multimedia Component Edit a Multimedia Component to modify the name of the Component to change the multimedia type or to modify any associated metadata Prerequisites To edit a Multimedia Component you must have Component Management rights and write permissions for the containing Folder In a Blueprint the Multimedia Component must be a local item or a local copy For more information see Chapter 12 Blueprinting on page 109 To edit a Multimedia Component 1 In Content Manager Explorer navigate to the Folder that contains the Multimedia Component you want to edit 2 From the list view select the Multimedia Component and click Open on the toolbar Content Manager Explorer displays the Multimedia Component 65 SJUBUOCdWOZD BIPSWIWNW S 4o deuD Chapter 5 Multimedia Components To edit a Multimedia Component Continued 3 As required edit the following fields on the General tab e Name The name of the Multimedia Component must be unique within the Folder in which you create it In a Blueprint this naming constraint extends to any Parent or Child Publications in
90. k out the current version of an item for your exclusive use When you have an item checked out other users can view the item but they cannot edit the item This chapter consists of the following e About version numbers e Version history e Check in and check out 10 1 About version numbers When you create an item the Content Manager gives it a version number of 1 0 The Content Manager subsequently gives items a new version number every time you Save A version number consists of a major version number and a minor version number If for example an item has a version number of 2 3 2 is the major version number and 3 is the minor version of the item If a user saves an item and the item is checked in the version number increases by 1 If a user saves an item that is checked out or is in Workflow the version number increases by 0 1 each time it is saved When a checked out item is checked in or when an item in Workflow completes a workflow process the version number increases to the next whole number For example if a checked out Component has a version number of 2 3 and the Component is checked in the version number increases to 3 0 93 Chapter 10 Versioning 10 2 Version history Prerequisites 94 The Version History List lists all versions of a Component Component Template Page Template Page or Schema From the Version History List you can perform the following tasks e Viewing the Version Histo
91. ks to the following items within a format area Components HTTP E mail address Anchor Other To create a hyperlink 1 2 3 Select the text that you want to display as a hyperlink Click Insert Hyperlink on the toolbar A Hyperlink window opens In the Type field select one the following options e Select Component to create a Component hyperlink e Select HTTP to create a hyperlink to an http page e Select mailto to create a link to an e mail address e Select Anchor to create a link to an anchor within the same format area e Select Other to create a link to another type of internet resource Hyperlink oe Cancel Remove Tae defauk Figure 4 18 Hyperlink window In the URL field do one of the following e To create a link to a Component click the Browse To button and select the Component that you want to link to Ej Hyperlink PR Type Cancel URL Remove Title E defout Figure 4 19 Link to a Component e To create a link to an HTTP accessible resource type the URL of the resource you want to link to Note Do not use this option if you want to link to a different kind of resource such as an FTP mail or other resource The URL must begin with HTTP 49 SodAj pjaljJ JUQBUOdWIOD p JoIdeUuyD Chapter 4 Component field types To create a hyperlink Continued g Hyperlink Type http Cancel URL http www tridion com Remove
92. le for cells rows and columns see table 4 4 Table Editor TE f n tAn a Bo ya iir PE tabte rom column p Style and trim Invoice Fogine Fuel economy amis z Figure 4 31 Table cell properties and formatting options 5 Click OK to apply the changes to your table Table 4 5 describes how to select or deselect one or more cells from the Table Editor Table 4 5 Selecting cells Action Description Select a Click on a cell _ i single cell Style and trim Invoice Engine Pinel economy 4dr Sdn b 18900 l4 22 30 mpg 4dr Sdn EX Auto V6 20195 W6 20 27 mpg ddr Sdn LX Manual 16195 l4 23 30 mpg Select Click on a cell multiple diyte and trim Invoice Engine Fuel economy dioini Press Shift and click on 4dr Sdn Ex Auto 18900 l4 22 30 mpg aajoining nother cell 4dr Sdn EX Auto V6 20195 _ w5 20 27 mpg cells 4dr Sdn LX Manual 16195 l4 23 30 mpg All cells between the first and last cell are selected Select Click on a cell ao Itip Style and trim Invoice Engine Fuel economy aie rn Press Ctrl and click on the 4dr Sdn Ex Auto 18900 l4 22 30 mpg J other cells you want to 4dr Sdn Auto V6 _ Wo 20 27 mpg ng cells 4dr Sdn LX Manual 16195 Jl4 23 30 mpg select 59 s d pjalJ JUBUOdWIOD p 1 347deyyp Chapter 4 Component field types Table 4 5 Selecting cells Continued Action Description Deselect a Press Ctrl single cell Style and trim Inveice Engine Fuel economy Click on a cell you wish to 4dr S
93. ll items that can complete the publish action You can specify the minimum number of failures to ignore using the Limit number of failures option Abort Publishing on all servers in case of error If you publish or unpublish content to multiple servers select this option to ensure that the publish action is aborted if errors occur Otherwise content may be published to some servers but not to others Republish only do not publish new content This option only appears if you publish an entire Structure Group or Publication Select this option to perform a republish of Published Pages This option is switched on by default Tridion R5 User Manual 5 2 9 2 _Unpublishing items from the Content Manager This section describes how to unpublish Pages Components and Structure Groups When you unpublish a Structure Group on the Presentation Server the content is taken offline Visitors will no longer be able to view the unpublished content To unpublish items from the Content Manager 1 Select one or more items in the content area of the Content Manager Explorer and do one of the following e Click Unpublish in the toolbar above T e Right click the selected items and select Publishing gt Unpublish from the context menu The Unpublish dialog appears showing the Unpublish settings tab 4 Unpublish Web Page Dialog n Choose one or more Target Types to Unpublish settings Advanced unpublish from
94. m days to minutes h 20S we had 2 3 miim wethore be sar steer eT ge e SPreate That volume of irai aeons that t is crtica that the wiseroatien op there is relevant and coment The Todo estem bes forced us to take a coneastent approach te the changes we make to oor website as avarie H egued be moke arin i a standardise d format Ths means hatt wall be that couch easier ta pe a ange image of Vign Money when we look at mingu ntecsticoalb and inking to other Yran reup abea Erka conned We precored Tridien care managere sytem to help roioralse the content on oor Web pages We are mw upgradmg te Tnden E3 ter enterprise content management solsheo Thos wi enable uc to benet from aicreased fincienabity ond efficiency a well as even better eoce of oee ond will aso ensure we where bo the latast standards Figure 10 3 Compare results Note When you compare two versions of a Component the Content Manager uses the default Component Template for the current Publication to render the differences As a result Component content that is not rendered by this template will not be compared 10 2 d Rolling back to a previous version You make a previous version the current version when you rollback to an item Rollback allows you to either e Create a new version based on a previous version This version becomes the current version e Select a previous version as the current version and delete all versions created after it Note If y
95. mber all your Publish dialog settings for the remainder of this session This means that next time you open the Publish dialog it shows all the settings as you configured them the previous time When you close your main Content Manager browser window all the Publish dialog settings are restored to their default values Advanced Publishing options The following table shows the Advanced Publishing options available For a full description of these Publishing options see the Help screens associated with the Publish dialog Table 9 1 Advanced publish options Option Override publish unpublish priorities Description Target Types are associated with one or more Publication Targets Each Publication Target has a publish priority that determines the priority of a publish action as low normal or high A publish priority determines how quickly an item is entered in the Publish Queue To override the publish priority you can select a different publish priority Also publish unpublish in Child Publications To publish or unpublish items in the Child Publications of this Publication select this option For more information about Blueprinting see Chapter 12 B ueprinting on page 109 Ignore failures while generating publishable content By default if a publish or unpublish action results in a failure all items are not published or unpublished Use this option to override this behavior and to publish or unpublish a
96. missions cece ese e eee ee eee e eee eeeeeeaees 4 1 4 Additional features and functionality ccc cece eesee seen ee eeeeaees 4 Chapter 2 Content Manager Explorer cccccce cece eee eeeee eset ee eeeeeeeeeeeeeas 7 2 1 Content Manager browser interface c cece ceeee seen ee ee eeeeneeeeeeees 8 2 1 a Using the Content Manager Explorer ccccceceeeeee eee eeeeeaee 8 2 1 6 Recommended Microsoft Internet Explorer settings 9 2 1 c Recommended system display properties ccceeeeeeeees 10 2 2 Content Manager Explorer Options cccccceeeeeee eee eeeeneeeeeeeees 10 2 2 a Set your Content Manager Explorer user preferences 10 2 2 b View the User Manual online ccc cccccccee cece ee eeeeee ee eeeees 12 2 2 c E mail a link to a Content Manager item cccee cece ee eee 12 2 2 d Add a Content Manager item to your favorites 05 13 2 2 e Create a shortcut to a Content Manager item 0008 14 2 3 Content Manager Explorer toolbar cc cc ccccccc cece eee eeeeee eee eeeees 15 2 4 Tree View and search VIEW 2 cc cece cccee eens cence eeeeeee ee eeeeeeeeeeeeenas 15 2 4 a User Work ItemS sssasuianmncneeduasancenesvaianeteseuascasbsvaieeseimeenes 17 Lea L EC VICW rerna n e AEE E 18 2 5 a Opening an item from the list view s sssssosossnnssnrnnnrsrsnes 18 2 5 b Filtering the list view using list COIUMNS n s sssossssssnrenessrssss 18 2 5 c Fil
97. mtarcan T Pramu hittar am ce ie Pubhehing aria ga rreint af Content Canhiguratan miarsi aut Figure 2 5 Online documentation 2 2 c E mail a link to a Content Manager item You can e mail a link to any item in the Content Manager To e mail a link to a Content Manager item 1 Select a Publication or an item for which you want to send a link 2 Roll your cursor over the icon at the top left of window options bar Three icons appear Short cut E mail and Favorites 12 Tridion R5 User Manual 5 2 To e mail a link to a Content Manager item J S ial From Publcabon Modified LIVLz 2003 15 24 Spt l l Eo cabaganen ard Kegeearde Figure 2 6 Short cut e mail and favorites icons 3 Click on the E mail icon An e mail message appears including the link you selected 4 Address and send the message 2 2 d Adda Content Manager item to your favorites If you access an item e g a Component or location e g a Folder in the Content Manager frequently you can add the item to your Internet Explorer Favorites Note If you use the Internet Explorer Add to favorites option IE will add only the Content Manager Explorer window to your Favorites not the individual item To add a Content Manager item to your Internet Explorer Favorites 1 Select the Publication or item for which you want to create a favorite 2 Roll your cursor over the item icon at the top left of the window title bar and click on the
98. n 46 save to disk 48 selected element 48 show hide 47 spell check 48 style 47 underline 45 undo 45 validate 47 format area fields 43 format area toolbar 44 formattable text fields tables 53 formatting table cells 58 tables 53 56 H History List 135 icons 25 inserting tables 53 item e mailing a link 12 L linked Schema 74 list fields 42 list view advanced list filter 19 CM Explorer 18 multiple item actions 21 opening an item 18 Shortcut keys 28 local copy defined 110 local item defined 110 localizing 112 Search Folders 127 M multimedia Components 61 creating in CM Explorer 63 editing in CM Explorer 65 tasks 62 multimedia link fields 40 multiple items 21 N number fields 38 O opening an item from list view 18 Options bar CM Explorer 10 options bar creating favorites 13 user preferences 10 p Pages 67 creating 68 editing 71 previewing 72 tasks 68 parent Publication defined 110 popup windows Shortcut keys 29 previewing Pages 72 primary Parent defined 110 publishing 83 84 87 cancelling a publish transaction 90 Publishing Queue cancelling 90 viewing 89 R rolling back 96 S saving 24 search 113 advanced 118 english verb stems 116 general 114 multimedia Components 116 operators 114 special characters 115 wildcards 115 Search Folders 128 creating 124 deleting 127 editing 126 localizing 127 tasks 123 unlocalizing 127 using items
99. ng sections for information about e Moving a Page to a different Structure Group Moving items from a list view on page 22 e Creating a copy of a Page Copying and pasting an item from the list view on page 23 e Deleting a Page Deleting an item on page 23 6 1 a Creating a Page Content Manager Pages define the layout and content of a publishable Page You create Pages within the Structure Groups of Publications When you create a Page you specify the building blocks that the Page uses e Component Presentations which are the combination of Components and Component Templates e A Page Template e Optionally a metadata Schema and metadata values To create a Page you must have Page Management rights and write permissions for the containing Structure Group To create a Page 1 From Content Manager Explorer navigate to the Publication and Structure Group in which you want to create the Page 2 Click the New Page icon in the main toolbar A New Page window appears Tridion R5 User Manual 5 2 To create a Page Continued Figure 6 2 New Page window 3 On the General tab fill in the following fields e Name The name of the Page must be unique within the Structure Group in which you create it Content Manager Explorer displays this name in the list view e File name You must make the file name unique within the Structure Group in which you create it
100. nk Ctri K Tridion R5 User Manual 5 2 4 9 Formatting tables in a format area You can create and format tables in format areas This section describes Inserting a table in a format area Editing the formatting of an existing table Adding content to a table Table properties and formatting Applying formatting to table cells rows or columns Inserting and removing rows and columns from a table Merging and splitting cells in a table 4 9 a Inserting a table in a format area When editing or creating a Component you can insert tables in format areas You can identify a format area by the Design Source and Preview tabs that appear above the field To insert a table in a format area 1 2 In the format area of the Component place your cursor at the location in which you wish to insert the table On the Component toolbar click the Table icon The Insert Table window appears Insert table nas Table size Number of columns 3 Number of rows 8 OK a Cancel Figure 4 23 Insert Table Enter the number of columns and rows and press OK The Table Editor window appears 53 s d pjalJ JUBUOdWIOD p 1 347deyyp 54 Chapter 4 Component field types To insert a table in a format area Continued E Table Editor rakle row column cell Table properat Titi Siar coir rie con H i ee ee Oe ee E E E E E Figure 4 24 Table Editor 4 You can edit the following table
101. nssssnsssnsssunnnsnsnsnrnrenenssrsnnnsnene 123 14 1 Search Folder TASKS sosssssnsssnesssnsnsnsssnrnnnnnnsneerenenesrsnenns 123 14 1 a Creating a Search Folder sssssssssssnnnsnsnssnnrnnenesrsnesns 124 14 1 b Editing a Search Folder sssnssssssssssnnssnssssnnrenenesrssesss 126 14 1 c Deleting a Search Folder ccccccccceeenneeeeessennneneeeses 127 14 1 d Localizing or unlocalizing a Search Folder sssssessssssss 127 14 2 Using items in a Search Folder cccceecsseesneeeeesseensnenteess 128 14 3 Search Folders and Content Manager functionality 128 Chapter 15 Where Used sissicssccincrcticnstanwnia cece saasonsinwsnpasnaaee ener 131 Chapter 16 WorkfloW sssssssssssssserrnrsnrersnrnnrnrenrnrrrennrnrerenrerenrerenar 133 16 1 User Work teme seececvancatiuesnansiancoesseiameieseannnnaieeeeauiseiens 133 16 1 a Starting an Activity s sssassssnsnnnnnnnnan n Mene 134 16 1 b Accessing items in your Work liSt cc cece eeeeee eee eeeees 134 16 1 c Finishing an Activity sessesesssssssenaenennennannnn tii 134 16 1 d Accessing your History List ccccce cece ee eeeeeee eee eeeeaes 135 iV Tridion R5 User Manual 5 2 16 1 e Publishing and previewing items in Workflow 135 yi User Manual 5 2 Tridion R5 Preface About this guide This User Manual is written for Content Manager users that create content and Pages The following soft
102. nt Braviaw Business Specific Solutions Enteprise Solutions for businesses that want to dive operational efficiency ane expand ther business Looking tor ways to Improve your online communication with customers partners investors or employees Look no further Improve efficiency and productivity throughout your organisation and distribution channels with Tridion Business Specific Solutions Tridion Global Web Content Management Manage and control your brand across your Internet intranet extranet print and e mail to drive operational efficiency and expand your business f Cesable Styles elns G Sa Local ribari l Figure 4 16 Preview tab A Component toolbar displays format options for a format area When entering content into a format area you can use the available options Xa B Gl 0 ee 2 1ay E Paragraph S Style no style _ w Ef Atte Current element Paragraph gt W Figure 4 17 Format area toolbar A format area fields may have the following characteristics e The field may accept more than one value This may be used to distinguish between different paragraphs e The field may be mandatory This is indicated with a Table 4 2 describes the formatting options that may be available when entering content in a format area field Note Not all of the options described in Table 4 2 may be available in all format areas Tridion R5 User Manual 5 2 Table 4 2 Format area t
103. ntent that you have entered into this field in view only mode In addition you can disable styles in order to view the text without any styles By default this check box is selected Business Specific Solutions New 8 16 Microsoft Internet Explorer BAF E Zrr Corporation Head Office Cullding Blocks Comporents Business Specific Solutions Ap iD 7 U EES 15 T bt maag Body tet Styli vo etyle xe Sf Abbe Currant element List tem lt li gt Gereral Eae Auring Spee Solborg E 2 n j Business Specific Solutions Brterprige Sevuti for Businesses that want be dire operational etcency and expand thei business Looking for ways te improve your online communication with customers partners investors or employaas Leek na furtiver impigre ehoency and productiity throughout your otgansaben ad ditnbubon charvels with Tada Business Spie Salutans Thdon Global Web Content Management Manage and control your brand across pour Inbernet intranet extranet pont and mad bo dree ooerabonal efhoency and expand your buries a Thdion Marking Communie pon Saluton Carry cut successful marketing campaigns by efhcently gaung ond dretrbyting markeung content Joross mulaplhe dhannets Guild dieou abk by capturing the reactions of your customers Tridion Grand Management Manage and contre your brand amass all on line channels te drive operahonal eicency and expand your business
104. o do so you select more than one item and then select an action To perform an action on multiple items 1 Inthe list view select the items you want to work with To select non sequential items press Ctrl and then click on each item individually 2 Do one ofthe following e Click a toolbar icon e Right click and select an option from the context menu 21 Jo10j dxy sabeuep uUs UOD z JadeuyD Prerequisites Results 22 Chapter 2 Content Manager Explorer 2 5 f Moving items from a list view You move items in the list view to a different Folder or Structure Group within the same Publication Note that it is not possible to move items between different Publications To move items you cut and paste selected items If you move a Folder ora Structure Group you also move all items that are contained within it You require the rights that allow you to modify that object as well as the following permissions e Delete permission for the containing Folder or Structure Group e Write permission for the Folder or Structure Group to which you want to paste the item You will not be able to cut and paste an item if e The item is a local copy or a shared item see also Chapter 12 B ueprinting on page 109 e The item is checked out in Workflow or published see also Chapter 10 Versioning on page 93 Chapter 16 Workflow on page 133 Chapter 9 Publishing on page 83 To cut and paste a Component 1 In Content Manag
105. o edit 2 To open the Component select the Component in the list view and click Open on the toolbar 3 Edit the fields in the Component as required See Chapter 4 Component field types on page 35 for more information about the different field types 4 Click Save and Close Results The Content Manager saves a modified version of the Component Any of the following items that use the Component will now use the modified version of the Component e Pages e Component Links in other Components e Child Publications that share from this Publication 34 Tridion R5 Chapter 4 Component field types Components are based on Schemas that define content fields You fill in Component fields in order to create content You can then save the Component to the Content Manager 2 Ingrid Building Mockai New Component Lod bed be aO Ba Gereral Stn il Name Trdian Wins c Schema oa Press release r Figure 4 1 An example of a Component using a Schema called Press Release Table 4 1 describes the field types that you may encounter when filling in a Component Table 4 1 Component field types Field type Accepted values Text Alpha numeric characters Number Numbers negative symbol and one decimal Date Date and time External link External link to any URL address Multimedia link Link to a multimedia Component Component link Link to a Component Format area Alpha numeric characte
106. o the Shy together tem i 65 _ uD Preview Y History a Cut Compare 3 a i r E 5 _ Copy j i 2 X lt Delete J Info Pra Figure 10 7 Check in and Check out versions When you have finished editing an item you can then check in the item It then becomes available to other users Note If you publish an item only the current related items Page Component Page Template Component Template are published If items are checked out only the last checked in item the Current item is published Check out When you check out an item you reserve that item for your exclusive use An item is checked out one of two ways e When you open an item for edit it is automatically checked out No other user can access the item while it is opened for edit by another user When you save and close the item the system automatically checks it in and the version increases by one 1 0 e The item is explicitly checked out Each time you save the item while it is checked out the Minor Version increase by point one 0 1 When you check in the item the version number increases by one 1 0 When an item is checked out the item icon is outlined in red and displayed with a red check mark across it 99 uIlUoOISJ A OT 4Jaqdeuy Prerequisites 100 Chapter 10 Versioning Y Tridten RS Tridian Content Management Administrator Microsoft intemmet Explores all E T Fram Publication H
107. o use the local copy of an item you can also unlocalize the item If you unlocalize you will again use the shared item To localize or unlocalize an item you must have Localize permissions for the Folder or Structure Group in which the item is stored To localize or unlocalize an item 1 From Content Manager Explorer navigate to the Publication and Folder or Structure Group that contains the item you want to localize 2 Inthe list view select the item you wish to localize or unlocalize W Right click to access the context menu 4 Select Blueprinting then select one of the following e Localize to create a local copy e Unlocalize to go back to the original shared item IMPORTANT If you unlocalize the local copy is irretrievable All changes are lost 112 Tridion R5 Chapter 13 Search You can search the Content Manager for the following items e Folders e Structure Groups e Schemas e Components e Multimedia Components e Component Templates e Pages e Page Templates You can search directly from the Search pane by clicking the Search button above the navigation view in the Content Manager Explorer W Tridion R5 gt ridion RS Search for items with the following 9 a System Administration parameters i Custom Pages General Advanced User Work Items Search for V Business Central Business France N Business German a S G Publishing Queue Search in x AR
108. ociation you must also have Workflow Management rights To edit Structure Group permissions you must also have Permission Management rights You cannot edit a shared Structure Group To edit a Structure Group 1 From the tree view or from the list view navigate to the Structure Group you want to edit 2 Inthe list view highlight the Structure Group you want to edit and click the Open button on the toolbar An edit window opens displaying the Structure Group you selected 3 Edit the General information Security settings and Workflow as necessary 4 Click the Save and Close button on the toolbar You have modified the Structure Group settings e If you changed the Directory location you must republish any nested Pages for this new location to take effect on your published site e If the Publishable setting is on and all other publishing settings are configured users can publish Pages created in the Structure Group If the Publishable setting is off users cannot publish Pages and nested Structure Groups 8 2 c Publishing or unpublishing Structure Groups You can publish or unpublish any publishable Structure Group When you Publish or Unpublish a Structure Group you publish or unpublish all publishable nested Structure Groups and Pages You can publish a Structure Group if you have Publish rights For more information about Security see the Publication Management Guide For more information about Publishing see Ch
109. olves three sites e A Belgium site that requires French and Dutch content e A Netherlands site that requires Dutch and English content e A Germany site that requires English and German content All the sites share the same design Therefore they share the same Page Templates and Component Templates They also share the same content structure of Folders and Structure Groups In this scenario users at the corporate level create some of the content They share this content and translators translate it into the four languages Language specific country Publications can share the translated information and can add local content When users create Pages in these Publications and publish them the resulting Web sites can include multilingual and region specific information Tridion R5 Francais User Manual 5 2 Corporate Vi Vo Vb Ee 25 225 7 7 ZI yV y Nederlands Nederlands Deutsch Belgian site Figure 12 1 Blueprinting example 12 3 Items in a Blueprint Because of the relationship between Blueprint Publications you must be aware of how actions on one Blueprint can affect other items This section describes how actions on a Blueprint item may affect other Publications in the Blueprint Table 12 1 describes the general rules that apply to specific actions Table 12 1 Actions on items in a Blueprint Action create General rules An item created in a Publication is a local item If the Publication is a
110. ont See Selecting fonts in a format area on page 52 selection Background Adds a background to text To add a background to text Z lection ARRE e Do one of the following select the text to which you want to apply formatting place your cursor in the paragraph in which you would like to apply formatting e Click the Background button e In the Color dialog that appears do one of the following Select a color from the pallet displayed Select Transparent White Black or None Type the value of the color in the Value field _ Insert Inserts a horizontal line To insert a horizontal line Horizontal e Place your cursor in the line in which you would like to insert a horizontal ing line e Click the Horizontal Line button q Show Hide Shows or hides hidden elements This button allows you to view elements such as lt p gt lt div gt lt br gt lt table gt and lt a name gt within the design tab of the format area SH Load images By default when you open a Component that contains an image a place holder is displayed Click the Load images button to view images Validate amp The validate button converts the content of the format area into XHTML and validates the content according to accessibility standards If the format area contains any errors warnings or accessibility messages the messages are shown in a dialog that gives you one of two options e You can correct the errors manually e You can allow t
111. ontent to a table After you have added a table you can add content to the table in the format area and can format the content using the formatting options available in the Component toolbar see Format area fields on page 43 To move between cells in the table use the arrow keys on your keyboard up down left right To view the cells select the Show Hide button on the toolbar T Figure 4 28 Show Hide You can also enter text into cells using the Cell tab of the Table Editor E The New Jambalaya 4 Door tcm 10 99 Microsoft Internet Explorer hkk ba A Bc e z u a Paragraph T Style No style F Abbr Current element Paragraph lt p gt General Souree Werkflow Info Name The New Jambalaya 4 Door Schema Design Car styles amp trim tad 4dr Sdn Ex Auto 18900 l4 22 30 mpg 4dr Sdn EX Auto V6 20195 V6 20 27 mpg 4dr Sdn LX Manual 16195 l4 23 30 mpg a Local intranet Figure 4 29 A formatted table with content 4 9 d Table properties and formatting You can format an entire table using table formatting options When you create or edit a table the Table Editor displays table editing options figure 4 30 Table 4 4 describes the available options Tridion R5 E Table Editor makie rem coher eai Takle geapertors w 6 m a fe P a D ee D k g r ae g S r 4 x oF a F T F 7 T gt 4 a Ma 4 5 a m c
112. oolbar options Button Description gt db Cut Cut copies text to your clipboard and removes the text from the Component To cut text e Select the text you want to move e Click Cut t Copy Copies text to your clipboard To copy text e Select text you want to copy e Click Copy Paste Places text from your clipboard to the location of your cursor in the Component To Paste text e Place your cursor where you would like the cut or copied text to appear e Click Paste 77 Paste special Places text from you clipboard but removes some formatting options To use the Paste Special option e Place your cursor where you would like the cut or copied text to appear e Click Paste Special Choose one of the following options Remove non html markup only non HTML mark up is removed Remove unknown class names class attributes that are not defined in the configuration file are removed Remove all styles style and class attributes that are not known are removed Paste as text all markup is removed Plain text is pasted e Select the Use as default option to continue to use this setting for the duration of your current editing session You can then use the Paste button to reapply the default setting you have selected Undo Undoes the last change made You can undo the following types of changes e cut copy paste e typed or deleted characters e formatting changes e XH
113. ortcut keys Continued Ctrl C Copy Ctrl V Paste Delete Delete currently selected item s The default action for the list view is one of the following e Open the item e If the user checked out the item edit the item e Ifthe item is a Folder Structure Group or Publication show the list of items contained within it 2 8 c Content Manager toolbar shortcut keys The following table shows the shortcut keys that you can use to select buttons on the toolbar Table 2 4 Main toolbar shortcut keys Key Action Left arrow Right arrow Enter or Space Escape Clear selection Execute default action Select the previous button in the toolbar Select the next button in the toolbar 2 8 d Content Manager popup and dialog window shortcut keys The Enter and Esc keys have special functions within popup and dialog windows Table 2 6 lists the functions Enter and Esc perform given the available options Table 2 5 Popup and dialog window shortcut keys Options within popup or dialog Yes or No OK only Cancel only OK and Details Close only OK or Cancel OK Cancel Message text field OK Cancel Remove OK Cancel Browse OK Cancel drop down menus Publish Cancel Details Enter Yes OK OK Close OK Cursor is within text field OK OK OK Publish Esc No OK Cancel OK Close Cancel Cancel Cancel Cancel Cancel Cancel 29 Jasojdxy sabeuep 4yuseqUO0D z Jaqdeuy 30 Chap
114. ou can edit a Folder to modify the properties of the Folder Prerequisites To edit a Folder you must have Folder Management rights If you want to modify Folder permissions you must also have Permission Management rights You must also have write permissions for the containing Folder If this Folder is a shared item you must localize the Folder before you can edit the Folder See Localizing or unlocalizing items on page 112 To edit a Folder 1 2 5 In Content Manager Explorer navigate to the Folder you want to edit In the list view highlight the Folder then click the Open button on the toolbar On the General tab edit the following fields as required e Name type a new name e Linked schema select a different linked schema e Mandatory make a schema mandatory for the Folder Note You cannot change the mandatory schema if Components in the Folder use a different schema than the one specified e Metadata schema add or edit the metadata for the Folder Note that if Component Templates and Page Templates interact with the metadata of the Folder you may need to modify the Templates If you want to modify Folder permissions select the Security tab and grant or deny users Read Write Localize or Delete permissions as necessary Click the Save and Close button on the toolbar Results The Content Manager modifies the Folder settings 7 2 C General actions See following sections for information abo
115. ou select a previous version as the current item all subsequent versions are deleted and irretrievable Tridion R5 Prerequisites User Manual 5 2 To rollback to a previous version of an item you must have rights for the item you want to rollback for example Component Management rights and write permissions for the containing Folder or Structure Group It is not possible to rollback if the following conditions apply e the item is a shared item e the item is checked out e the item is in Workflow e only one version of the item exists To rollback to a previous version of an item 1 View the Version History List 2 Select the version to which you want to rollback 3 Right click and select Versioning gt Rollback from the context menu Sh pttp 4 10 100 100 107 View Asp Lin ineeyF reneset_ aap 7UR tem 6 585ystem identifier tena P x re THs Tarmin Cammeni Fodd E ign Moner turn ho oie 10 re ation iriti diant EO Uran Honey torn bo comte 7 0 F ip chotoed INI 14 08 E ign Monee torres ta oie 3 0 FE Open Lip dated PRUE O08 ih BIE WS urgan Money turret conte 4 0 Fe opan ath Waboau F Up charted fff lar2Gs 14 21 56 3S Uron Monay turra ba conte ba e Preview Updrid IFI 15A EE Virin Money burte ba comte TA ay are Lipdrtesd 22122003 16106101 Wo Uran Hene Harra ta conte Eg Up cated 2713207 12 0 2 Aafrash i Into ie rinn arsy buma to go nhe nt mengem ert honig Ea BRA Trusted Hi Figure 10 4 Rollback to prev
116. perience problems when you try to upload very large binary files If you have these problems you may want to consider creating a Multimedia Component that references a binary file that is on your network Note Non ASCII characters in the file name of a Multimedia Component may result in previewing and publishing issues Therefore ensure that the filename of the Multimedia file you want to upload or reference does not contain non ASCII characters To create a Multimedia Component you must have Component Management rights and Write permissions for the containing Folder To create a Multimedia Component 1 In Content Manager Explorer navigate to the Publication and Folder in which you want to create the Multimedia Component 2 On the main toolbar click the New Multimedia Component icon A New Component window appears New Component New 7 16 Microsoft Internet Explorer gt X_Ingrid Building Blocks New Component bl kk General Info e Name Schema none Tridon RS Local intranet Figure 5 2 New Multimedia Component 3 Inthe Name field type the name of the Component Note Non ASCII characters in the file name of a Multimedia Component may result in previewing and publishing issues Therefore ensure that the filename of the Multimedia file you want to upload or reference does not contain non ASCII characters 4 Inthe Schema field select a Multimedia S
117. plate is applied to all of the selected Components Click the Insert Above button or the Insert Below button A message appears at the bottom of the pane which confirms that you have added one or more Component Presentations to the Page If you want to Preview the Component using the selected Component Template click the preview icon Repeat this step to add additional Components After you finish adding Component Presentations click the Close button 6 Click the Save and Close button on the toolbar Results You have created a Page You cannot delete any items used on the Page Components Component Templates Page Templates metadata Schema Tridion R5 Prerequisites Results User Manual 5 2 6 1 b Editing a Page You can edit an existing Page to change e General information e Component presentations e Metadata To edit a Page you must have Page Management rights and Write permissions for the containing Structure Group You cannot edit the Page if the Content Manager assigned the Page to a different user in a Workflow Process Only the assignee can edit the Page You can edit a Page if it is a local item or a local copy You cannot edit a shared Page For information about localizing a Page see Chapter 12 B ueprinting on page 109 To edit a Page 1 From Content Manager Explorer navigate to the Publication and Structure Group in which the Page you want to edit is located 2 Inthe list view select the Page
118. ponent cece eee e cece eee eee e eens 65 5 2 Viewing the contents of a Multimedia Component 05 66 Chapter 6 PageS sssassesssssensenrennonnennansnunnunnnsanuansesaosonuanaan MN 67 6 1 Page TASKS u sseressesnenesnensonnsunanuunnansansosuonesaenaaons s ERR 68 Tridion R5 User Manual 5 2 SO lsd Creating a Page sxsetscirvsrvexetosedestontenixtactworeanbiscorsiwaeuveexes 68 61 0 Editing a PAGS ssacticcctanitiunssinasdancesavitaniaiatsetimnianbveenidanes 71 6 1 c Previewing a Page asicssiateate ecosesnncteteasetcneceretaneecteoessaeen 72 6 1 d P blishing a PAGE oerisisrersoorsivnionininirrsrisreirriniirin i iina 72 CHEDECE F FOO aaa A A ean EE xuawnceat 73 7A Folder SCUINOS ceinaren iA EAA A E i 74 Te FOOF LI E amann E a Ea EAE 74 Fara C aN A FOLION arrena aN N EEEE EEEE 75 7 2 EGG A FOLJET corrr iint E E EO 76 72C General ACU ONS dririirriiririieri enri maeri iiai ae 76 chapter S Siruct re GlOUDS sccsitsiaveasocnssiansdiehaseumnesoateniatiesemenaaes 77 6 1 Structure Group Settings sssiricisrssriesininerik rikr reran REEERE 78 8 2 Structure Group tASKS s ssssssssssssssrsnsssnssrunnnnnenesrennnenesrsnne 80 8 2 a Creating a Structure GOUD sisceiedsetcendiccecdasineteatadiexeienenes 80 8 2 b Editing a Structure Group sssssssssssssasssssnrnnnneneesennneneene 82 8 2 c Publishing or unpublishing Structure Groups ssssssssesssssss 82 Chapter 9 PUDHISHINO cadacnedsasaccsrdacuadoninimnaac
119. r information about configuring publishing settings 83 9 1 84 Chapter 9 Publishing Publishing and republishing items from the Content Manager You can publish republish and unpublish items This section describes how to publish and republish Pages Components and Structure Groups and Publications When you publish a Structure Group the Content Manager publishes all publishable nested Structure Groups and Pages When you publish a Publication all items in the Publication that can be published are published To publish items from the Content Manager 1 Select one or more items in the content area of the Content Manager Explorer and do one of the following e Click Publish in the toolbar ee e Right click the selected items and select Publishing gt Publish from the context menu The Publish dialog appears showing the Publish settings tab E Publish Web Page Dialog 2 xl Choose one or more Target Types to Publish settings Unpublish settings Advanced publish to WN eee ee Publish content now D 4 Test Publish content later O gP Live Schedule publish phases separately D 4 Staging Hote All selected dates and times are Content Manager server dates and times Cancel Figure 9 1 Publish dialog Publish settings tab Note You can click the Help icon in the top right corner of the Publish dialog and then click the controls to get online help about them
120. rane a oa 38 WFD a A E AA 38 AS External HMK Helds suiriri e a r 38 4 6 Multimedia link fields and Component link fields 8 40 A VISE TCIGS corinne EE EEEE 42 4 8 Format area fields cencniiatcuseacewasnadniedinnnetanetianaaamainaseaam tnmecies 43 4 8 a Inserting hyperlinks in a format area s sssssessssersrersrrssns 49 4 8 b Inserting an image in a format area sss sesssrssssrsrrsrsrrerre 51 4 8 c Selecting fonts in a format area s ssssssesersssrrrrerererrrrnrne 52 4 8 d Short cut keys that can be used in format areas asese 52 4 9 Formatting tables in a format area ccccceeeeeeeeeeeeseeseeeeeeeeeeues 53 4 9 a Inserting a table in a format area ee cece eceeeeee seen eeeeeeees 53 4 9 b Editing the formatting of an existing table 008 55 4 9 c Adding content to a table ccccseccccceseueueeneuceuenseuseceneuuuns 56 4 9 d Table properties and formatting cccccccceeeeeeeeeeeeeeneeees 56 4 9 e Applying formatting to table cells rows or columns 58 4 9 f Inserting and removing rows and columns from a table 60 4 9 g Merging and splitting cells in a table cc ceeeceeeeeeeeeeeeeee 60 Chapter 5 Multimedia Components cee ccce cece eeeeeee eee eeeeeeeeeeeeeeees 61 5 1 Multimedia Component taSkKS cece cece cece eeeeee seen eeeeaneeenees 62 5 1 a Creating a Multimedia Component ccc ccc e cece eee eens 63 5 1 b Editing a Multimedia Com
121. rch allows you to define more specific search criteria You can specify the fields in which you want to find your search queries General Advanced IV Name Name M Case sensitive IV Description Description M Case sensitive M Type P Keyword MV Date modified O 04 11 2003 joo 00 11 11 2003 _ f23 59 i M Author e TRIDION ingmaru x Status Checked in M Publish status any gt 7 IV BluePrinting Local item IV Workflow MV Number of items 100 Figure 13 2 Advanced Search options This section describes the following options on the Advanced search tab Note You can use all of the operators described in the General search section except lt case gt and lt in gt in Advanced search The name and description fields have check boxes for searching with case specifications All wildcards function as described Tridion R5 User Manual 5 2 The advanced search tab displays possible advanced search parameters Table 13 4 Table 13 4 Advanced search parameters Search Description parameter Name The Name option searches for the value entered in the name field You can check the Case Sensitive box to search for words with the exact capitalization In Advanced Search the entry car park in the name field returns all items with both car and park in their name Description The Description option searches for the value
122. reers gt A Carasart PS Company Information l B Mews at ia PS Froducts Ss m waa Par m M asm m ie ll i a sa a Haan a Fira ect Cageom and Kayani r r a Company r a mahon f r Publishing Quai Figure 8 1 Structure Groups You can also use Structure Groups to e Manage user and group read write localize and delete permissions for nested items Pages and other Structure Groups e Capture metadata using metadata fields e Create a Workflow Process Association so that any Pages created or edited in the Structure Group will follow a Workflow Process To create Pages in a Publication you must create a root Structure Group You can create other Pages and Structure Groups in the root Structure Group 77 8 1 78 Chapter 8 Structure Groups Structure Group settings This section describes the following settings e General settings e Metadata e Default Page Template e Workflow General settings Table 8 1 Structure Groups General settings on page 78 lists the Structure Group general settings Table 8 1 Structure Groups General settings Setting Description Name You must provide a name for the Structure Group that is unique within the Structure Group in which you create it In a Blueprint this naming constraint extends to any Parent or Child Publications in the Blueprint Directory The Content Manager determines this read only field at a location Publication
123. rkflow a Info Default Page Template het ih 2 M Inherit from parent T eg aia E pe o i ee PER gh Ne nen ee oo ae Pee Figure 8 3 Default Page Template 79 SdnouyH s4nqonsqSs 8 4uaqdeuy Chapter 8 Structure Groups Workflow If you have Workflow Management rights and Workflow Process Definitions have been created for the Publication you can create a Process Association in a Structure Group When you associate a Workflow Process Definition with a Structure Group all new or edited Pages that end users store in the Structure Group enter a Workflow Process Dy Press releases torm 6 31 4 Microsoft Internet Explorer news France te Mews Pruna releasms Article editorial Page process i ee Oe ee ee a Belt RE rte tes Figure 8 4 Workflow association for Pages created in the Structure Group See also Chapter 16 Workflow on page 133 8 2 Structure Group tasks If you have Structure Group Management permissions you may be able to perform the following tasks with Structure Groups e Creating a Structure Group e Editing a Structure Group e Publishing or unpublishing Structure Groups e Moving a Structure Group to a different Structure Group Moving items from a list view on page 22 e Creating a copy of a Structure Group Copying and pasting an item from the list view on page 23 e Deleting a Structure Group Deleting an item on page 23 8 2 a Creating a Structure G
124. rocess Priority the priority of the publish action high medium or low User the name of the user that performed the publish action 9 3 a Viewing the Publishing Queue The Publishing Queue icon appears at the bottom of the Tree view in Content Manager Explorer You can view all publish transactions or filter items in the Publishing Queue by the following criteria Tasks gt gt gt Publication Target to which the item has an association publish action Publication from which the Content Manager published the item User that performed the publish action The state of the transaction The priority of the transaction Tasks Schedule Target cAI Publication cAI X User Call State CALL 7 Priority CAID ka Figure 9 6 Filter by tasks 89 Bulysijqnd 6 4a 3deyD Chapter 9 Publishing e Schedule gt All scheduled publish actions gt Tasks schedule between two specified times and dates Tasks Schedule f All tasks Tasks scheduled for the time between 22 12 2003 oo o0 and 22 12 2003 23 59 Figure 9 7 Filter by schedule Prerequisites To view the publish queue you must have Publish rights for at least one Publication To view items in the Publish Queue 1 Click on the Publish Queue icon in the tree view Figure 9 8 Publish Queue icon in the tree view A Publish Queue window opens 2 Do one of the following e To view all scheduled publish transactions
125. roup Create a Structure Group to e Create a URL structure e Organize Pages in a Publication e Create Workflow associations in a Structure Group whereby Pages created in the Structure Group follow the specified Workflow Process e Add metadata to a Structure Group 80 Tridion R5 Prerequisites User Manual 5 2 Note You can create only one root Structure Group in a Publication To create a Structure Group you must have Structure Group Management rights and Write Permissions for the containing Structure Group If you want to add a Workflow association to the Structure Group you must also have Workflow Management rights A Structure Group may use the following items e A metadata Schema to add metadata values to the Structure Group e A Workflow Process Definition to create a Workflow Association to add to the Structure Group To create a Structure Group 1 From the tree view or from the list view select the Publication in which you want to create a Structure Group If you are creating a Structure Group in another Structure Group navigate to the Structure Group in which you want to create a new Structure Group 2 Click the New Structure Group button on the toolbar A New Structure Group window appears 3 PSS Pret Peleaees Mew Siructure G KEJ man BE _ meses p Figure 8 5 New Structure Group windows General tab 4 On the General tab fill in the following fields e Name type the Name of t
126. row will turn into a move icon gt Drag and drop the field to another location for the same field Figure 4 3 Changing the order of values in a text number or format area field that accepts multiple values e To reorder the values in date external link Multimedia Link and Component Link fields select one or more values and use the following buttons Move up move one or more selected links up one space Move down move one or more selected links down one space 12 31 2005 13 05 00 Figure 4 4 Changing the order of values in a date external link multimedia link or Component link field 4 2 Simple text fields Simple text fields accept any characters To fill in these fields you simply type text into field Text fields may have the following characteristics e The field may accept more than one value This may be used to distinguish between different paragraphs e The field may be mandatory This is indicated with a a This is one value in a multiple value field is This is another value es Figure 4 5 Simple text fields Format areas also allow you to format text This field type is described in Format area fields on page 43 37 SodAj pjalJ JUBUOdWIOD p JoIdeuy 4 3 4 4 4 5 38 Chapter 4 Component field types Number fields The Content Manager Explorer displays a number field as a simple field Type a number in the field for example 100000 00 and 1 23 Number f
127. rs and formatting 35 4 1 36 Chapter 4 Component field types This chapter describes the different field types and the options within these field types Simple text fields Number fields Date fields External link fields Multimedia link fields and Component link fields List fields Format area fields Formatting tables in a format area Field characteristics In addition to the general classification of field types text number etc a field type can have the following characteristics You can select values from predefined lists See also List fields on page 42 Fields may accept one value only or multiple values Multiple value fields are displayed with two buttons to the left of the field Use the Insert icon to add an addition value to the field Use the Delete button to delete a value from the field Note that the way in which multiple value fields are presented depend upon the field type E This is one value in a multiple value field FE This is another value Figure 4 2 Example of a multiple value text field The field can be mandatory or not mandatory Mandatory fields are indicated with a next to the label of the field Tridion R5 User Manual 5 2 You can reorder the values in multiple values fields in the following ways e To reorder the values in a text field number field or format area field do the following Place your cursor over the icons to the right of the field A the ar
128. ry list e Viewing a version display a version in read only mode e Comparing two versions compare two versions of a Component or a Multimedia Component e Rolling back to a previous version roll back to a previous version of an item You can either discard previous versions or designate a previous version as the current version e Deleting a version delete specified versions 10 2 a Viewing the version history list You can view the version history list of an item to view the list and to perform actions on versions of items To view the version history list you must have Read permissions to Folder or Structure Group that contains the item To view the Version History list 1 From Content Manager Explorer navigate to the location of the item for which you want to view the Version History list 2 Inthe list view select the item Right click to access the context menu and select Versioning gt History J Tridon R5 Tridion Content Management Administrator Microsoft Internet Explorer wera of Us TO Uran Monee turre bo conte 1 0 TRIODO Hiren d Traan L77122 03 14 15 12 E rgan Money tuere ho corte 0 TRIO DS Hrer Lig dates PEPL2V2003 Loe Wo Uran Monee torre bo conte 3 0 TRIODO Hrana Up dated 22 1220 14 i gn Monier turre ho orie 40 TROD Hrer Lip dates 2EPL2V2 003 LA iEI56 Figure 10 1 Version History list Tridion R5 Results Results Prerequisites User Manual 5 2 You can perform the following
129. s in a table Table 4 7 Merging and splitting cells in a table Action Description Merging cells in a table In the table preview area click on a cell you want fia to merge with another cell Press the Shift key and select the area of cells you want to merge Click the Merge cells icon Splitting a cell in a table In the table preview area click on a cell you want m into columns to split Click the Split into columns icon m Splitting a cell in a table In the table preview area click on a cell you want pg into rows to split Click the Split into rows icon 60 Tridion R5 Chapter 5 Multimedia Components Multimedia Components store multimedia information such as images and common file formats such as Microsoft Word documents Name Schema uploaded a A te Pe it ag ee rata Ra ATT era DRWHO THE ee PETER CUSHING N CACT LIKOGN SUBSHTA TUVEyY Figure 5 1 Multimedia Component A Multimedia Schema defines the type of binary and other information metadata associated with the binary Table 5 1 provides a list of the default Multimedia Types from which you can create Multimedia Components 61 Chapter 5 Multimedia Components Table 5 1 Multimedia types Title Possible Title Possible extensions extensions Access Database mdb PDF Document pdf Bitmap Image bmp Plain Text txt Excel Sheet xls Png Image png Executable exe PowerPoint Presentation ppt Flash File sw
130. s that contain the entered text allowing for any number of characters to replace the wildcard corp returns items containing corporate corporation corporal and corpulent Searches for items that contain the entered text allowing one character to replace the wildcard 13 1 c Special characters an returns items containing ran pan can and ban The Content Manager views special characters as separators and not as part of a word When it performs a search with special characters the terms within the special characters are used Along with numbers the following characters have special meaning 4b3 lt gt 115 yoieasS T Joqdeuy Chapter 13 Search To search for a string that contains one of these characters precede the character with a backslash If the character is part of a phrase or term enclose the search text in double quotes For instructions on searching by the date an item was modified see Advanced search on page 118 13 1 d Multimedia Components The search engine indexes the binary document types listed in Table 13 3 You can search for content in these binary documents The Content Manager identifies these types by their contents or extensions The items listed below that do not have a file extension do not have a default file extension These files are recognized by the search filter mechanism Table 13 3 Binary types returned by a search Type File name ex
131. settings level You cannot edit it in a Structure Group Directory The URL of the directory in which the Content Manager will publish Pages created in this Structure Group Publishable A yes no setting that determines if the Content Manager can publish Pages created in the Structure Group and Pages in nested Structure Groups This setting defaults to Yes The URL to which the Content Manager publishes Pages is a combination of the following e The Publication Target the Publication Target is determined by the Target Type to which the user published the item e Publication path the Publication path is a property of a Publication e Structure Group directory settings gt for a Page this is the concatenation of the directory properties of all nesting Structure Groups starting with the root Structure Group Each directory is separated by a gt for a multimedia file this is the Images URL property of a Publication For example the Target Type Live is associated with the Publication Target called Live which publishes to a specific location in this example this is http www docs com The Publication URL is France The Structure Group directory is news press_release A Page published in this Structure Group is published to the following URL http www docs com France News press_release Tridion R5 User Manual 5 2 Metadata Structure Groups can also contain Metadata These are based on Metadata Schemas
132. sions or Exceptions if you clear this value If you select this setting the Content Manager removes any previous settings Users and Group permissions You can set Read Write Localize and Delete permissions for this Folder for each User or Group that has access to this Publication If you modify them the Folder will no longer inherit security settings from the Parent Folder Read the user or group can view items in the Folder Write the user or group can create or edit the items for which they have rights Delete the user or group can delete items for which they have rights Localize the user or group can create a local copy of a shared Blueprint items for which they have rights gt Exceptions Exceptions override other permission settings and deny specified user or group read write localize and or delete permissions 7 2 Folder tasks This section describes the following tasks e Creating a Folder e Editing a Folder 74 Tridion R5 Prerequisites Results User Manual 5 2 7 2 a Creating a Folder Create a Folder in the Building Blocks of a Publication to organize Schemas Components Component Templates Page Templates Template Building Blocks Folders and Virtual Folders In addition to the name of a Folder you can also add the following information to a Folder e Linked Schema The default Schema for the Folder When a user creates a new Component the fields of the Default Schem
133. ssecetiadeneatvasannsadegeadoniiaies 83 9 1 Publishing and republishing items from the Content Manager 84 9 2 Unpublishing items from the Content Manager sseeeeeeeeeees 87 9 3 Publishing Queue ae sssessenrsnunsnsnnansususnsenconesnonnanununsnsananannannnen 88 9 3 a Viewing the Publishing Queue sssssssassnssssrnrnnsrerenrnrerenns 89 9 3 b Cancelling a publish transaction s sesesesenesernnnrernrrrnrrrne 90 chapter 10 VETSIONING sasacetenretansasprecsaaniedeasisaraabanansianeessreasuaaiee 93 10 1 About version numbers sssssessssnsnrnrsnsnrnrnrrrrrrnrrrnrsrererrnrno 93 LOZ VO OTSO panna E A E ni 94 10 2 a Viewing the version history liSt sasssssssrsrnnsrnrrnrnrerenns 94 10 2 b Viewing a version wisseseenatancasavecsaweseedvaracaraeeeaiecsedvdesews 95 10 2 c Comparing TWO VEFSIONS s iseivissievevcdexdcevsdoaevesiedecesiase eines 95 10 2 d Rolling back tO a previous version cece ecee ence eee e ee eeeeee 96 10 2 e Deleting a version cccccccecccee ene eeeeesecnneeneetseaneanneeesoenas 98 10 3 Check in and check OUt aiacidsaircdnaeystageanti teaxsinaeeansesansaxorteress 98 10 3 a Checking out an item sssosssssssnsnsnssesrnnnnsnenserennnenee 100 10 3 b Checking in an item descscnasvarareistcnacsenesnadwnenesernaaanduaes 102 10 3 c Undoing check OUt s sssssssssnsnsssnsenconenuen e Mii oa 102 User Manual 5 2 Chapter 11 Spellchecker sicsancedaciasaxeesnerawstateeanevaretverseemneeenistant
134. st SSemipany ntorrreytign Folder VLRO iias E a Cobar Pega Ei narn Foldar ITALIO 12 42 241 b Sheer Work Hams bY Products Fod cher DALE iit Teli 12 46 00 Bunnies Central Basne France 5 Budding Bloche Mere ae EE eh Building Blocks gt Pran ralaarat e ia A _ Cabo res E a Mews f J Prada jee 3a 7 Compan Informatan T i er fa Press releases C Car ra 3 i myriam eo i a Customers Fi E S Cea panee and Kepraarda a 4 5 fF site i Hou Products EF Mara 4 3 1S pran ralamran wa Hao Company Information Fi Curtameart 1 i prackucts Eo tens Sette f Compare Information F i Marea Cean ee os 5 a G burnem German k ais ual i P 4 th Pabkebing Gunun i it Categories and Keywords a ee n aj w j j als fe items tere Ntara ot P J F epa Fress releases fa et Customers a il aa ES Products E pes ra Company Information NR a geek agin Figure 1 1 Folders and Structure Groups You use a Publication to e Create organize and manage content layout and Pages e Manage user access using permissions and rights e Create and initiate Workflow processes so that users create and edit items following a predefined set of activities e Share and reuse content e Create a site URL structure through Structure Groups Tridion R5 1 2 Web site building blocks User Manual 5 2 The Content Manager allo
135. table border Border style The style of the table border Border color The color of the border Background color The background color of the table Style Predefined styles Figure 4 26 Table border is selected 2 Onthe Component toolbar click the Table icon The Table Editor opens ormat option Table properties Nidth The width of the table Title Table formatting options eight The height of the table i r Cell spacing The spacing around table cells Saprol Table formatting opuens The padding between cell contents and Cell padding cell borders Horizontal The alignment of the table alignment order size The size of the table border order style The style of the table border order color The color of the border Table formatting ackground color The background color of the table tyle redefined styles Summary Width Height Cell spacing Cell padding Horizontal alignment Border size Border style Border color Background color Style OK Cancel Figure 4 27 Table editor 95 SodAj pjalJ JUBUOdWIOD p JoIdeuy 56 Chapter 4 Component field types To format an existing table Continued 3 Format the table row column and cell options See Table properties and formatting on page 56 for more information about these options 4 Click OK to update the table formatting 4 9 c Adding c
136. tasks from the Version History List e Viewing a version e Comparing two versions e Rolling back to a previous version e Deleting a version 10 2 b Viewing a version You can view an item from the Version History list in read only mode To view an item 1 View the Version History List 2 From the Version History list do one of the following e Double click on an item e Right click on an item and select Open from the context menu The item opens in read only mode 10 2 c Comparing two versions The Content Manager Explorer lets you compare two different versions of the following types of items e Components e Multimedia Components e Component Templates e Pages e Page Templates e Schemas e Template Building Blocks When you compare versions a Compare pane appears that highlights the differences between the two versions e New text appears in Blue e Deleted text appears in Green Strikethrough e Red underlined text is a changed Component or Multimedia Link You can compare any two versions To compare versions of an item you must have rights to view the item and read permissions To compare any two versions 1 View the Version History List 95 HUIUOISUSDA OT 4Jaqdeuy 96 Chapter 10 Versioning To compare any two versions Continued 2 Select two items To select non concurrent items select one item press the Ctrl key on your keyboard and select a second item 3 Click the Compare icon from th
137. tch search criteria The Content Manager does not store items in the Search Folder rather the Search Folder references them from other Folders and Structure Groups within a Publication You can create a Search Folder in the following ways e From the toolbar or a context menu e By performing a Search and saving the Query Depending on the search criteria a Search Folder can display the following items Folders Structure Groups Schemas Components Component Templates Template Building Blocks Target Groups and other Search Folders A Search Folder cannot reference itself To create a Search Folder you must have Virtual Folder Management rights and write permissions for the containing Folder To create a Search Folder from a search 1 Click the Search button above the navigation tree 2 Enter your search criteria and click the Search button For more information see Chapter 13 Search on page 113 Y arch for items with the Fom winig uy Pri jarameters i General Advanced aoe y anana j lh Name r D Description Type V Based on Schema gt Schema 5 Press Release 4 Schema field lt any gt 4 Keyword IV Date modified between dates Yoxsiz 2003_foo 00 J o s112 2003_ 23 59 3 in the last Ez month s Ze Save P Search l lt ey ce UT ON a Figure 14 1 Search 3 After results are returned click the Save button at the bottom of the Search area
138. tensions application msword doc application wordperfect5 1 application x ms excel xls application x ms powerpoint application x ms works application x ms tnef application postscript ps al eps prn application rtf igen application ami pro application pdf pdf application x executable exe com dll 386 ovl so sl message news message rfc822 text html htm html shtml htmls text sgml sgm sgml text ascil text enriched Tridion R5 User Manual 5 2 Table 13 3 Binary types returned by a search Continued Type File name extensions text richtext ree text plain Tee Cy h COD Yr ec Ah Tm 90 java Csh ksh Ssh tel pl sed ask ini bat image gif gif Important You cannot search for a multimedia Component with its extension 13 1 e English verb stems In the English language the search can search for multiple words based on the stem of a verb For example a search for the verb films will match filmed films and filming Note By default the Content Manager has this feature switched off Consult your system administrator and the Administration Guide for more information If you enclose the search word between double quotes you will search for only that word For example a search for the verb film will only match film 117 yoieasS T Joqdeuy Chapter 13 Search 13 2 Advanced search 118 Advanced sea
139. ter 2 Content Manager Explorer Table 2 5 Popup and dialog window shortcut keys Continued Options within popup or dialog Enter Esc Preview only Preview Close Rebuild only Rebuild Close Continue Show Where Used Cancel Continue Cancel Open Go to Close Open if user Close selected an item Important Table 2 5 assumes that the user did not use the cursor or arrow keys within the popup or dialog window Tridion R5 Chapter 3 Components In the Content Manager content is saved as Components To ensure that content is consistent the Content Manager bases all content on Schemas Schemas define fields and field types for specific types of content For example you may need to create a press release Your Tridion system administrator created a Schema that defines what types of content the press release can contain This Schema may contain the following fields e Title a text field in which you type text e Summary a text field in which you type text e Date a date selection field e Body a text field in which you can type and format text e Company Information a Component Link field in which you select an existing Component that contains company information e Logo a multimedia link field in which you can link to an existing multimedia Component that contains an image You enter content into these predefined fields and thereby ensure that all press releases have consistent structure and content types This chapt
140. tering the list view using the advanced list filter 19 2 5 0 Using context MENUS cceeeceeecsess sent eeeceeenneeeesssegunaneneses 20 2 5 e Working with multiple items displayed in the list view 21 2 5 f Moving items from a list VIEW ccccceccceeeeeeeeseeeeeeeeeeeeeeneees 22 2 5 g Copying and pasting an item from the list view 23 Ann Deleting amn ICE asscccesantesnevantivessesupecumeaeatauaaneieescupuanees 23 e E E ANNON aiarar EAEE 24 2 7 Content Manager Explorer ICONS s ssssssssssnrsnsnrnrnrrrrrerrnrerenns 25 User Manual 5 2 2 0 SMOG KOVO orare re E A EE OTEN 27 2 8 a Content Manager tree view shortcut keyS s sssssssrsrsrsrenss 28 2 8 b Content Manager list view shortcut keyS ssssssssssersrsrsnns 28 2 8 c Content Manager toolbar shortcut keyS sssssssssssrsrersrerns 29 2 8 d Content Manager popup and dialog window shortcut keys 29 Chapters COMPONCNIS sxaccdessssmviwssacacniaactateriaamaesekinasuaneenaeatanawens 31 JA COMPONeME lass oreraa E E E EET 32 3 1 a Creating a Component siessasnecdecsvoenesverdicevceursqeerexogeseccewnx 32 3 1 5 Editing A COMPONENE 20 ecccccsees seen eeecceneneeeeessecunnneeeses 34 Chapter 4 Component field typesS cccccccceeseeeeeeeeeeeteeeeeeeneueeeeneaaees 35 4 1 Field characteristics s sesesssesunanunnnnnnnnnnsanennnnsnnnnnnnunnnnnnnnens 36 42 SIMPE text eS suiriri a a 37 4 3 Number fields srriercinrrricinrirririsoniriri
141. the Blueprint Note Non ASCII characters in the file name of a Multimedia Component may result in previewing and publishing issues Therefore ensure that the filename of the Multimedia file you want to upload or reference does not contain non ASCII characters e Schema You must base the Component on a Multimedia Schema If the Folder in which you create the Component has a mandatory linked Schema the Content Manager selects the Schema automatically and the Component must use it e Multimedia type The type of binary file that you will store in this Multimedia Component e Resource type You can either Upload the binary file or you can Supply an External URL 4 If the Metadata tab appears you may see metadata fields which you can modify if you wish If any mandatory metadata fields exist you must fill in these fields before you can create the Multimedia Component 5 Click Save and Close Results The Content Manager saves a modified version of the Multimedia Component If the Content Manager checks in the Multimedia Component any Pages or Components that use the Multimedia Component will now use the new version 5 2 Viewing the contents of a Multimedia Component You can view the contents of the Multimedia Components in the following ways e From the open Multimedia Component you can double click the image of the multimedia content The item will open in the associated program using its file extension e From the
142. to one publication you can save your search as a search Folder For information about using Search Folders see Chapter 14 Search Folders on page 123 13 5 Advanced list filter You can narrow the results of your search by using the Advanced list filter This filter narrows the results in the list view by the parameters set in the filter For more information about using the list filter see Filtering the list view using the advanced list filter on page 19 121 yoieaS T Joqdeuy Chapter 13 Search 13 6 Search based on a URI Every Tridion item has a unique resource identifier URI You can find out what the URI for any Tridion item is in the following ways e A tool tip is displayed which shows the Tridion URI of that item if you place your cursor over an item in the Content Manager Explorer hitbe r held Tey y ym tyeng et re ge pone ayci eth A jd Plain i Sasin Sch 4 Plain text Plein text embed sn JE Rich text tem 94528 tan mtn ong caf fete e ees aA Gentes Benth ene Figure 13 5 URI displayed as a tool tip e The URI is displayed on the Info tab of the item Plain text embed tcm 9 1 52 8 Microsoft Internet Explorer Joes RB X_Ingrid_child Building Blocks MM Components Test Schemas Plain text embed x a e Plain text embed Type Schema Location X_Ingrid_child Building Blocks MM Components Test Schemas Item URI tcm 9 152 8 Created 08 01 2005 10 39 47 r UQdifiad
143. u want to copy For information about selecting multiple items see List view on page 18 3 Click the Copy on the toolbar 4 From the tree view select the Folder or Structure Group to which you want to copy the item s and click the Paste on the toolbar The Content Manager creates a copy of the item If you paste the item in an organizational item Folder or Structure Group that already has an item of the Same name the item is renamed with the prefix Copy lt x gt of where lt x gt isa number For example Copy 2 of Article The Content Manager gives the copy a version number 1 0 The copy has no version history 2 5 h Deleting an item Delete an item to remove it from the Content Manager Note that if you delete a Folder or a Structure Group you delete all items contained within it as well To delete an item you must have delete permissions for the Folder or Structure Group in which the item is stored as well as rights for that item For all items you cannot delete an item if e The item is used gt The Component is embedded on a Page gt The Component is used as a Component link or a Multimedia Component link in another Component or metadata field e The item is localized in a Child Publication e The item is published e The item is in Workflow e The item is checked out e The item is not a local item i e The item is a local copy or a shared item 23 Joi0 dxy sabeuep 3u uo gt zZz JaIdeuyD
144. umber The version number increases to the next whole number For example if the checked out version number was 1 8 the checked in version number is 2 0 10 3 c Undoing check out To undo the changes to an item you have checked out you can undo check out The previous version of the item remains the current version and your changes are discarded Important If you undo check out you will lose any changes that you made to the Component after checking it out Prerequisites You can undo checkout if you checked out the item It is not possible to undo check out for an item that is in Workflow To undo check out 1 Access your User Work Items gt All checked out items or the Folder in which the item is stored 2 Right click on the item for which you want to undo check out and select Versioning gt Undo check out 102 Tridion R5 Chapter 11 SpellChecker The SpellChecker allows you to spell check the text fields and formattable text fields of the following items e Components and Component metadata e Publication Structure Group Folder Virtual Folder and Page metadata 4 Sample New 3 16P Microsoll Intenet Explorer GoodLife Bullding Elocks Components Sample bel ke be eee Ganeral Pamu in A E EE Schema Es ellchackar Schema fed is a sampla Component to be used for a Speke ae ee a ea x Wot in dictionary Thsi nore Change to This Ignore all suggestions
145. up in which the item is stored 2 Right click on the item and select Versioning gt Check out Tridion R5 Results User Manual 5 2 To check out an item 3 J Tridion RS Tridion Content Management Adm nistrator Microsoft internet Explorer HLJ Careers 2 Cormoony Information OAS Front Publi pret tee eNO 17 12 200 17 12 20 g 22 12 20 10 44 9799 Gi Check in T 4 po D Open with WebDAY onpo Blueprinting b Publishing gt Undo check out LIP a _ Preview Y History 5 X Cut Compare 9 Copy X Delete JL Info en ana A at ee Pr a Figure 10 10 Check out an item The item is checked out Only the user to whom the item is checked out can edit the item While an item is checked out all items that use the item do not use the checked out version Instead the last checked in version is used If an item is checked out through Workflow the in workflow version can be published only if it meets minimum approval status When an item is checked out it is not possible to perform the following actions on the item e Delete e Cut amp paste e Unlocalize the item if it is a local copy e Rollback Blueprinting When an item is checked out in a Parent Publication the Child Publication shares the last checked in version of the item Version number While the item is checked out the version number increases by 0 1 each time the item is edited and saved
146. user preferences You can set Content Manager Explorer regional settings language preferences and preferred Search settings e Regional settings determine how Content Manager Explorer displays dates numbers and other region specific settings e Language settings determine the language in which you will view the Content Manager Tridion R5 User Manual 5 2 Note Language preferences are constrained by the languages that your Tridion system administrator installed on the Content Manager e Search settings determine the default location of searches the default number of search results returned and the default start view in the Content Manager Explorer Figure 2 2 Accessing user preferences To change your user preferences 1 Click User Preferences in the options bar The User Preferences dialog appears Tridion R5 User preferences Language amp locale Search s attin 15 Specify language and regional preferences Preferred language Interface language Regional settings English Canada Date time and number display OK Cancel Figure 2 3 User preferences Language amp locale 2 On the Language amp locale tab select your preferred language and regional settings 3 On the Search settings tab enter your preferences in the following fields e The start location for the search view e The maximum number of search results returned from a query e The default startup view
147. ut 76 Moving a folder to a different folder Moving items from a list view on page 22 Creating a copy of a folder Copying and pasting an item from the list view on page 23 Deleting a folder Deleting an item on page 23 Workflow Chapter 16 Workflow on page 133 Blueprinting Chapter 12 B ueprinting on page 109 Tridion R5 Chapter 8 Structure Groups Example In a Publication you use Structure Groups to organize manage and provide a URL structure for Pages Each Structure Group represents a separate sub section of the resulting web site You can add Pages to each level of a Structure Group and then publish either the entire Structure Group or parts of the Structure Group For example figure 8 1 depicts the Structure Group of a newspaper In this example the News Structure Group contains Careers Company Information News and Products Structure Groups Frien s oiin coen Mn Mamita Wricrasoft internet Explorar ald Erm z SEE An Favores ej E Ep Snapt i it fhetember 2003 Loko E pS Hejj A Trian AS ILN F E T yetarmi Adrrarectratian PAS qj Gurion Pages IL m0 E Tridian AS gt i sions ge ivici oS eer Wark Mara A E p P bunn Cariral avomies pues gad J0 E S BEF RJ tine a al Pla rres Tipe hs Careers comand Iname EF Easiness France ah ear Fa Search F lt Fram Pyblisaieain Sirciure Grau Since OTL J ELLE Ea l r RO Buking Socks re Ls Ca
148. ves 103 11 1 Spell check a Component sasssssssssrsssrsrrnrsrsrerrrenrnnsrenenrnnn gt 104 11 2 Spell check metadata fieldS nssosnsnnnnnrnrennnrrrnrnrerennrrrnn 107 Chapter 12 Blueprinting s sssssessssosnssnenssnnnensnssnensnsnsnrennnsnssnnnsnene 109 2 KOY MOVING oara EO EEE 110 12 2 Blueprint example ssssssssssssssssssssnsnsrssensnsnnsnenesrnnenesrsnenne 110 12 3 Items in a Blueprint sssssassnsnsnsnrnrsrsrrnrnrnrerrrrnrnnrrenrrrnene 111 12 4 Localizing or unlocalizing ITEMS ssesessnssnnrnnsnsrsnrnrererenene 112 Chapter 19 SCSI sennie 113 13 1 General search ssssssssssssssssssnssesnsnsnsnenrnnnnsnenesrnnenesesrenne 114 13 19 Search Operators serissirrinan riren iE ENEA 114 13 1 b Search wildcards sesrinicsnnisaisreinn n 115 13 1 c Special characters sssssssssssssssesrsrnnsnsssnrerenenesrsnense 115 13 1 d Multimedia Components ssssssssssssssssssrsnsnsnesnsssnesesne 116 13 1 e English verb stemS ssnsnsssnenssssnsnsnssesrnnnnsnensnrennnenee 116 13 2 Advanced search sssssssssssssssnssssssnsnssrnrnsnnsnenesrenenesesrenne 118 525 Seared FOF IECWIS imerrcrrorrirs tierin i nni Ea 120 13 4 Save a search as a search Folder sasssssssrsnsnrrnnrnrsrsrenrnnne 121 13 5 Advanced list filter 10 cc cece cece cee essees nee eeessensnnneeesseennantenes 121 13 6 Search based on a URI asimevecaansincecrcatenesnnnersexdemeeetee tenes 122 Chapter 14 Search Folders sssssssoss
149. w 1 From Content Manager Explorer navigate to the Publication and Structure Group in which the Page you want to preview is located 2 Inthe list view select the Page you want to preview 3 Click the Preview icon in the toolbar A Preview window appears which displays the Page 6 1 d Publishing a Page You can publish a Page or multiple Pages by publishing the following items e a Publication the Content Manager publishes all Pages in publishable Structure Groups e a Structure Group the Content Manager publishes all nested Pages in publishable Structure Groups e Pages the Content Manager publishes the Page See also For more information about publishing see Chapter 9 Publishing on page 83 Tridion R5 Chapter 7 Folders In the Content Manager Explorer you use Folders to organize content building blocks Schemas Components Component Templates Page Templates Folders and Virtual Folders You can find Folders in the Building Blocks of a Publication Management Adminidtates Miceoioft Internet Explocer IE Tadon RE a f System Admin kirsin aj Gbami Pige g Tidi RE EAS Liner Work Hems E bones Central a i Building Blocks 2 2 BME Careers Li l Company Information Eh i News 1 Customers f 4 Compare miert ee 2 uno rres re ac Piss roby kpas He Procite _ Press releases ae Products G EF System T ia Tor i e eee Figure 7 1
150. ware and hardware knowledge is assumed e Microsoft Windows e Microsoft Internet Explorer How to use this guide Chapter 1 Introduction Introduces Tridion R5 Content Manager functionality Chapter 2 Content Manager Explorer This chapter describes Tridion s browser based interface the Content Manager CM Explorer Chapter 3 Components This chapter describes how to create and manage Components Chapter 4 Component field types This chapter describes the different types of fields that can appear ina Component Chapter 5 Multimedia Components This chapter describes how to create and manage Multimedia Components Vii User Manual 5 2 Chapter 6 Pages This chapter describes how to create and manage Pages Chapter 7 Folders This chapter describes how to create and manage Folders Chapter 8 Structure Groups This chapter describes how to create and manage Structure Groups Chapter 9 Publishing This chapter describes how to publish Pages Components and Structure Groups Chapter 10 Versioning This chapter describes how to use versioning functionality Chapter 11 Spel Checker This chapter describes how to spell check using Tridion SpellCheck functionality Chapter 12 Blueprinting This chapter describes how to use Blueprinting functionality Chapter 13 Search This chapter describes how to use search functionality Chapter 14 Search Folders This chapter describes how to create and manage Sear
151. ws you to create content and layout items separately and then to combine these items to create publishable Pages As a result teams in your organization can accomplish what they do best For example authors can create content designers can design the look and feel of Pages and editors can determine what content is published where Figure 1 2 depicts the relationship between the following building blocks 1 Schemas define the structure of content and determine the type of content that authors can create For example a Schema called Press Release could define the following fields e Headline e Date e Summary e Body Components based on this Schema share the structure defined by the Schema 2 Components are text or multimedia content based on Schemas In the Content Manager Explorer Components are often displayed as forms that content authors can fill in 3 Component Templates display the contents of a Component using scripting and HTML formatting 4 Component Presentations combine a Component content with a Component Template design These Component Presentations are defined ona Page 5 Page Templates determine which Component Presentations a Page displays and determines the overall layout of the Page Also a Page Template often determines the branding the look and feel of the Page 6 Pages combine a Page Template and one or more Component Presentations Carperabe eebrlbes spiral out of conrad
152. y Version History List v a Compare Versions v i Rollback to a Previous Version v a Localize a Shared Blueprint item v a Unlocalize a Local Copy of a Blueprint v item A Where Used v Schemas v rm Components v Varies Multimedia Components Multimedia v Components are displayed using the icon for the multimedia type that they contain y Component Templates v N Page Templates v a Pages v Open v aN Refresh v a A Search v gt aa fj Search based on a URI v Preview v y Z Advanced list filter v g Undo advanced list filter v Publication v v Tridion R5 User Manual 5 2 Table 2 1 Content Manager Explorer icons Sheet 3 of 3 Icon Description Main Edit Tree view Toolbar window toolbars E Folders v v 2 Structure Groups v v a Save v v Save and Close v v L Save and New v v Cut v v n Copy v v 1 Paste v v X Delete v v Q Publish v v Q Unpublish v v 2 8 Shortcut keys You can use the following keyboard shortcuts to navigate and use items in Content Manager Explorer The following shortcut keys are supported Content Manager tree view shortcut keys Content Manager list view shortcut keys Content Manager toolbar shortcut keys Content Manager popup and dialog window shortcut keys 27 1 10 dx4 sabeuep wud U0D z JaqdeuyD 28 Chapter 2 Content Manager Explorer 2 8 a Content Manager tree view shortcut keys The following table describes the shortcut keys t
153. you want to edit 3 Click the Open icon in the toolbar 4 If required edit general Page information in the fields on the General tab 5 To edit Component Presentations select the Component Presentation tab 6 To remove a Component Presentation select a listed Component Presentation and click Remove 7 To add one or more Component Presentations click the Add button In the window that appears do the following e From the Navigation pane navigate to the Folder that contains the Component you want to add e In the list view select one or more Components e Select a Component Template If you select more than one Component the Content Manager applies the Component Template to all of the selected Components e Select a Component Template and click the Insert Above button or the Insert Below button A message appears at the bottom of the pane which confirms that you have added one or more Component Presentations to the Page 8 On the toolbar click Save and Close The Content Manager stores a modified version of the Page You cannot delete any items used on the Page Components Component Templates Page Templates metadata Schema 71 s ed 9 Jadeuy Chapter 6 Pages 6 1 c Previewing a Page You can preview a Page from The open Page in Edit mode The open Page in View mode The list view To preview a Page open in Edit or View mode Click the Preview icon in the toolbar To preview a Page from the list vie
154. ze Publish Unpublish Edit If you rename an item in a Search Folder and refresh the list view the changes do not appear immediately To verify that the Content Manager has made the changes enter another Content Manager Folder and then return to the Search Folder View Copy Cut If you cut an item from a Search Folder you can move the item from its Original position however if the item still falls within the search criteria it will still appear in the Search Folder Delete If you delete an item from a Search Folder you also delete it from the Content Manager 14 3 Search Folders and Content Manager functionality 128 Blueprinting In a Blueprint Search Folders are shared to Child Publications You can localize a Search Folder in a Child Publication to edit the name and the metadata Note If a shared or local copy of a Search Folder uses a Workflow Process as Search criteria it will not yield results in a Child Publication since Process Definitions are not Blueprinted Tridion R5 User Manual 5 2 The items displayed in a shared or localized Search Folder include local items local copies and shared items within that Publication Search Search Folders do not support indexing of their contents since the contents exist by reference only As a result an end user cannot search for an item within a Search Folder Search Folders are indexed so it is possible to search for a Search Folder Security Search

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