SDL Tridion 2013 user manual
Contents
1. Component 123 Ep Text 123 Description URL e Alignment Default Y Width 531 Height 411 Proportion ra Advanced lt lt OK Cancel e Inthe Alignment field select the desired location mostly float left or float right Alignment Float Left Y Width Height Flaat Right Baseline Proportion Top Bottom Middle Advanced lt lt Text Top Text Bottom e The maximum Width should not exceed 200 e The maximum Height should not exceed 200 e Keep the Proportion field checked 10 Then click Upload an Image Alignment Component 123 Good description Description URL Float Left Width 200 Height 154 Proportion ra Aivemced lt e 0 Cancel To upload an image to be added to the page follow the same procedure to add an image until the step where Image folder is opened Click at the beginning of the paragraph when you want to insert the image _ocated in the historic industri than 125 acres along the backgrounds pursue bachelor the arts humanities and scier Select the Insert tab in the formatting toolbar 11 Layout Format Insert Review P e Character E Abbreviation Image Tabe Hyperlink Anchor Rich Text Elements Links Then click Image button After the Image pop up window is displayed Image Component Cancel A window slide on the left w2. ESH P lt Character AB Abbreviation Image Tabe Hyperink Anchor Rich Text Elements Links In the next window select Component under Type and Default for Target Insert Hyperlink Type Component Ep URL Title Target Default OK Cancel Then click the browse button E A slide window will appear in the left 21 A Component Link Select Component to link to Apply 03 Content WWW EN za Building Blocks gt Click on arrow next to Building Blocks Then click Content 2 Component Link Select a Component to link to Apply 4 Back Building Blocks gt Navigate to the desired folder p Component Link Select a Component to link to Apply 4 Back Content About Lowell gt Academics gt Once in the right folder look for the component link this for research landi Select the component you want to use and then click Apply on the top of the slide Component Link Faculty Research Poster Faculty Research Sympos ICPSR link this for research landi Insert Hyperlink Type Component E URL icm 15 23303 Title link this for research landing page Target Default Cancel The title field should provide a description as to where the link takes you Once done click
3. will be replaced by your department name automatically 32 Click Create Create In the pop up window fill in the Page Title and the File Name In the File Name use a dash and avoid spaces Creating new Academics Page with Picture Level 3 Page Title Title of the Page as it appears in SDL Tridion File Name aspx File name of the Web page as it appears in the browser address bar Page Location stage uml edu training Change Location of the Web page as it appears in the browser address bar Folders for Creating this Page also creates a number of new Components If you want you can override the default Folder locations in which those new Components are stored Configure Folders for Components Components Change Page Type EE Changing the page and the Component locations You can change the page location if needed if you have more than one folder in your department by clicking Change next to Page location field Page Location sta ge uml edu training And in the window slide navigate to the right folder pink color then click Change 33 Create Page 4 Back Root UU gt ai Student Services gt If you need to change the location of the component click OMfigure Folders for Components Then click browse Configure Folders for Components for this Page Page 2015 01 07 15 17 03 X05 Website WWW EN Building Blocks Content Cancel Navigate to
4. Mame 1 Create or Edit Content Task Name Graduate Certificate Assigned to UMLADCO SHichame Asrary Related Items Graduate Certificate p Owner UMLADCO Hichame_Asrary And in the Next activity drop down menu select Publish for Preview Then click Done 4 Back to Activity Finish Activity Message Next Activity Mext Activity Publish for Preview Select the Mext Activity Title Submit to Workflow Publish for Previews Done Finish 1 Create or Edit Content 4 Back to Activity Mext Activity Mext Activity Publish for Preview T Title Publish for Preview Done 29 Now copy the stage page url by click URL from here Click here first httos stage uml edu training user aspx Enter Web site address Paste it in a new browser tab to check the links and the page layout Now go back to Things to do and click Assigned Select the component you are working on and Things to do x Assigned Started Click Start Activity if more edits are required and click inside the component Otherwise follow the next steps Submit to the Workflow Click Finish Activity 30 3 Create or Edit Content x Started Finish Activity Reassign Activity Activity Details Show more Mame 3 Create or Edit Content Task Mame Main Graduate Certificate Assigned to UMLADCOSXHichame Asrary Related Items Graduate Certificate Owner UMLADCO HIchame
5. can use the steps in the editing an existing page to edit this component and submit to the work flow 37 Adding New Component In the ribbon toolbar click Home tab then under Insert Content select Create and Insert new Content Home Layout Review Preview Manage nove Update Preview Create and Insert new Content Main Content Main Content In the pop up window fill the Content Title and make it the same name as the page Change the location by unchecking the Use Default Folder and click browse navigate to the folder corresponding the page s folder same name just the color is yellow Then click Create and Insert Content 38 Create new Content Content Title testa Use Default Title Title of the Content Component that will appear SDL Tridion Create in Folder 5 siteEdit temp W Use Default Folder Folder in which the new Component will be created Back Create and Insert Content Note Name the component the same name as the page After the page is refreshed automatically the component is added to the page and it displays a heading and content allowing edits Heading here To start editing just click inside the content and follow the directions from the beginning of this manual To submit to the workflow Under Home tab in the ribbon toolbar click Finish Editing CMS Training Cumnock C 7 One University Avenue Lowell MA 01854 Phone 978 934 1873 Fax 978 9
6. link to 4 Back Building Blocks Inside the desired folder click to navigate to docs folder where all the pdf word documents and excel files are stored Select a Component to link to docs Then click Apply In the Hyperlink window click OK 17 Insert Hyperlink Tvpe Component URL tom 16 6226 Tithe application checklist Target New Window OK Cancel Upload a pdf Upload a pdf a Word document Excel or PowerPoint presentation Highlight the content to be linked to the file upload a pdf In the ribbon toolbar select Insert then Hyperlink Select Component and set the Target to New window Insert Hyperlink Type Component Ep URL Tithe Target New Window Cancel In the slide window navigate to the right folder 18 D Component Link elect a Component to link ta Apply 03 Content WWW EN v Building Blocks Then navigate to docs folder within your department Click on the folder Then drag and drop the file in the bottom field Drag and drop a file here or click to upload a new file into this folder Apply And click Apply Then click OK in the Hyperlink window Insert Hyperlink Type Component URL tcm 16 157734 B Title report Target New Window Y OK Came 19 External Link Any link outside of Tridion is c
7. the desired folder yellow color and select 34 Click Apply E Select Folder Select the folder where this Component belongs to 4 Back Content a 2020 gt About gt About Lowell Click Create Page Creating new Admissions Page with Picture Level 2 Page Title Testa Title af the Page as it appears in SDL Tridion File Name Testa aspx File name of the Web page as it appears in the browser address bar Page Location stage uml edu student services Change Location af the Web page as it appears in the browser address bar Folders far Creating this Page also creates a number of new Components If you want you can override the default Folder locations in which those new Components are stored Configure Folders for Components Components Change Page Type 35 The page will reload with a blank page Home To change the green title select Open in Form View under Home tab in the ribbon toolbar Open in Form View The page will be open in the back end of Tridion rather than Experience manager SiteEdit You can edit the display title and add a navigation title if needed General Component Presentations Bundles Workflow Comments Ratings Info testa File Name testa aspx Page Template 8 Generic Level 4 Inherit from Parent Page Type Use this Page as a Page Type Select this option to enable end users to
8. 34 3033 Contact Us 01 07 2015 by Hichame Asrary 39
9. Asrary Finish Activity Message In the comment box type the summary of all the edits and a message to the webcontent team if needed Remember when you submit to the workflow by default the page will be published live If you want the page to go stage only you need to mention it in the comment box and type publish stage only Also if you need to add a page to navigation left hand menu in the live website mention it in the comment box and specify the exact location in navigation Finish 3 Create or Edit Content x 1 to Activity Finish Activity Message Next Activity Mext Activity Submit to Workflow Y Select the Next Activity Title Submit to Workflow Publish far Preview Done 31 In the Next Activity menu select Submit to workflow and click Done Then click Done Create a New page Under the ribbon toolbar select Home tab then click New Page New Page Select a specific page in your department from the slide window to the left For Admissions website use either e Admissions News page e Admissions Page with Picture and sidebar level 2 e Admissions page with Picture level 3 e Admissions Page without Picture Create Page Page Types Admissions News Page News Detail Admissions Page with Picture Leve Generic Level 2 Admissions Page with Picture Leve Generic Level 3 Admissions Page without Picture L Generic Level 4 For other departments Admissions
10. Learning with Purpose SDL TRIDION 2013 USER MANUAL This training allows maintaining the existing pages and creating new ones using SDL Tridion You will learn how to Log into SDL Tridion make text changes make new pages make a link add images insert or edit a table upload documents and send work for approval Table of Contents vie 2 LOC ee 2 Ee CUI EN FSIS CW dientes ttem siae uM Meurs Lena Das E MU HD 2 i9 4 mz MCN 4 Suc a c 5 ee ee ee eee ne 6 Unload aie 11 Link to pdf Word doc Excel POWerPOINE cccccceeeccceecsceeececenececeneeeeeuceceeeceeeueceeeeeeeeuseseuaceteneseneneeees 15 Upload a pdf Upload a pdf a Word document Excel or PowerPoint presentation 18 20 Tas E EA TTE 20 How to locate a component used by an internal 4 24 Paie ERR 25 Existing o oeste teo E 26 To finish editing the page at a later nennen nnns 26 How to preview the changes before submitting to workflo
11. OK 23 Note When linking to landing pages select a component named link this for the dept landing page How to locate a component used by an internal page Open the page to link to then change WWW in the URL with https stage and log in to Tridion Click inside the component In the ribbon toolbar under Home tab click in Open in Form View Open in Form View Click the Info tab Bundles Workflow Comments saine In the example below the component name is test Amy and the location is the main Admissions folder General 5ource Bundles Workflow Comments Ratings test Amy Type Component Will the component and the name will be displayed at the right And Location will show the component s location in the Content Manager back end Then you follow the procedure under Internal Link section 24 Adding a Table Place your cursor at the location where you want to insert the table In the ribbon toolbar click Insert tab then Table button Layout Format Insert a Character Abbreviat Table g Anchor _ Horizontal When Insert Table window appears enter the numbers of rows and columns Click OK when done Insert Table Table Size Number of Columns 3 Number of Rows 3 OK Cancel A table editor window will pop up By default the content will be Body style normal formatting To make table heading select Row tab click
12. Section Type Body Text P Redo cio oe 2 ET Li Ls ne QE Paste B I 5 X X A Oy Z Style No Style unge Editing History Clipboard Font Paragraph Style Manage Formatting Tool bar The first title in the component is always heading 2 by default The green title formatting will be discussed in the creation of a new page Heading Only heading 2 and heading 3 are used in editing content in Tridion To apply a header to a content box highlight the words you want in the headline and select heading 2 or heading 3 from Section Type in the formatting tool bar Or just place the cursor in the line that needs the header change and select an option 2 or 3 only from the dropdown menu Current Elements lt span gt Paragraph Generic Container div Heading 1 Heading 2 Heading 3 T Paragraph lt p tory Calendar Example of heading 2 Title 2 to be heading 2 Title 2 to be heading 2 Example of heading 3 Title 3 to be heading 3 Title 3 to be heading 3 Email Link To link to an email address highlight the content you wish to link it is preferable to type the whole email address in the ribbon tool bar select Insert tab Home Layout Format Insert Review P Character AB Abbreviation Image Tabe Hyperink Anchor _ Horizontal Line Rich Text Elements Links Symbols Then click Hyperlink Hyperlink Now under Type field select mailto in the URL fi
13. create new Pages based on this Page Metadata Schema Page Metadata Display Title Page Title This is where the display title needs to be edited Navigation Title Feature Image For page Level 2 and Level 3 Menu Priority 0 excludes from all menus 0 AZ Directory Titles 36 In this step the page template be changed from level 4 to level 2 or level 3 or vice versa In the page template drop down menu select level 2 or level 3 Page Template 6 Generic Level 3 Generic Admin Flash 2 Admin Flash 3 Form 3 Level 2 Generic Level 3 ic 3 Generic Level 4 Page Type Then add a feature image Feature image is required for level 2 and level 3 pages Note Feature image must be optimized by the Webcontent team to fit the customized area in the page Please email all images to be optimized to webcontent uml edu In the feature image box click browse Feature Image For page Level 2 and Level 3 And in the new pop up window navigate to the folder containing the feature image Department multimedia Feature image folder Select the image and click Insert then click Save and Close on the page s top left Component in new page When a new page is created using department template the component will be created automatically once the page is reloaded Heading here Please enter content here You
14. eld after mailto no space type the appropriate email address and in the Title field add a description of the email or the person s name then click OK Insert Hyperlink Type mailto URL mailto First_Last umil edu Title Title of this person Target Default OK Cancel Add an Image Click at the beginning of the paragraph when you want to insert the image ocated in the historic industri than 125 acres along the Merri backgrounds pursue bachelor s the arts humanities and scier Select the Insert tab in the formatting toolbar Horne Layout Format Insert Review Character AB Abbreviation Image Tabe Horizontal Line Fich Text Elements Symbols Then click Image button After the Image pop up window is displayed Image Component Cancel A window slide on the left will display the folder Building Blocks click on the arrow Images 03 Content WWW EN 2 Building Blocks Then click Content Select Navigate to the desired folder within your department folders Go to Multimedia folder Click Images folder Select the image you want to insert M Images And click Select on the top of the slide window Image Component 123 Advanced gt gt Cancel Click Advanced to format the image e Inthe Text field type a good description of the image Image
15. es not consider the content secure If this happens do the following e In Google Chrome click the shield icon at the right hand side of your address bar and select Load anyway e In Mozilla Firefox click the shield icon on the left hand side of the browser address bar and select Disable Protection on This Page e InInternet Explorer a message appears on the bottom of the Web page Only secure content is displayed Select Show all content next to the message Tridion Experience Manager draws borders around editable areas in the web page see image below Web page 1 If the Web page as a whole is editable Experience Manager draws a border around it By default you only see it when hovering over the edge of the page but you can make it always visible Component 2 If a Component on the Web page is editable Experience Manager draws a border around it By default you only see the border when hovering over the Component but you can make it always visible Field 3 If a field of a Component is editable Experience Manager draws a border around it but only if you select the Component first and then hover over the field This also goes for fields within fields 4 Borders and colors The color of an item border tells you something about the status of that item By default an item can have a border in one of the following colors Blue A blue border indicates that you can edit the item Green A green border means
16. ge alt text UMass Lowell Image Image width Image height Save and Close Cancel Make it a good description then click Save and Close After this step click cancel click outside the component then click back inside it Follow the instructions in Add an image paragraph Link to pdf Word doc Excel PowerPoint Type the name of the text file you want to add to your page and add the extension in parentheses in the format below File name file extension For example Test 1 pdf or test 2 doc pdf highlight the name of the file but not the parenthesis In the ribbon toolbar select Insert tab Layout Format Insert Review P E Character AB Abbreviation Image Tabe Hyperink Anchor Rich Text Elements Links Then click Hyperlink 15 Layout Format Insert Review d Character PB Abbreviation Image Tabe Hyperink Anchor o Horizontal Line Rich Text Elements Links ymbols In the following popup window select Component for Type and New Window for Target Insert Hyperlink Component Ep URL Title Target New Window Click browse button A window slide on the left will display the Building Blocks folder click on the arrow 2 Component Link 03 Content WWW EN d Building Blocks Then click Content and navigate to the desired folder 16 JI Component Link Apply Select a Camponent ta
17. ill display the root folder Building Blocks click on the arrow 12 Images 03 Content WWW EN w Building Blocks Then click Content Images m T Building Blocks Content Navigate to the desired folder your department Go to Multimedia folder Multimedia gt Click Images folder Images At the bottom you will find the area where you have an option to drag and drop upload the image Drag and drop a file here or click to upload new file into this folder Drag and drop is straight forward 13 Click to upload will prompt new window which will allow you access to your computer or shared drive or USB drive Search Pictures gt Open e i Libraries Pictures Organize New folder Y e Favorites r3 Pictures library Arrange by Folder BE Desktop Includes 2 locations m Downloads Recent Places D li E tas a New folder My animals hd paradise ta Select a file Libra Logitech wallpaper_e 1308 to preview E3 Documents E Pictures xotic bird_6 643204 406 Music 5667 jpg 7jpg Pictures BE Videos E waw Jpg what a nice bird1 jp C nmnuter dis File name All Files Find the image you want to use select then click Open The Metadata window is open to edit the image s alt text 14 Metadata Ima
18. inside the row and in the Row Formatting menu in the Body Header Footer section select Header Table Editor gm E E Insert Row Above Insert Row Below Insert Column to the Left Insert Column to the Right Remove Remove Split Cell in Columns Split Cell in Rows P Row Column Rows amp Columns Merge Table Row Column Cell o 4 Row Formatting Body Header Footer Header v Horizontal Alignment v Vertical Alignment v Height v Background Color v Style v Then click OK 25 In SiteEdit mode click inside the cell and type the table content Edit an Existing Table To edit an existing table click inside the table Format Insert Review Preview Gut e x Default Default Copy Jim Paragraph lt p gt HA Table lt table gt BIUSXX AG fay Up us Style Table Body lt tbody gt Table Row lt tr gt Font Paragraph Table Cell lt td gt De eA um In the formatting toolbar select Format then under Current Elements drop down menu select Table lt table gt then click Table button under Insert tab Home Layout Format Insert P Wd Character b PB Abbreviati Hyperlink Anchor Horizontal In the Table Editor window click inside any cell to activate the top menu which will allow you to remove insert row above or below remove insert column t
19. o the left or to the right Table Editor ET ER 8x Insert Row Above Insert Row Below Insert Column to the Left Insert Column to the Right Remove Remove Split Cell in Columns Split Cell in Rows Merge Cells Row Column Apply the changes and click To finish editing the page at a later time Click the link icon P in the top right of the editable border 26 Enter Web site TE Copy and save your URL somewhere where you can easily find it Then click the in the top right of the Tridion page not the browser Finish Editing before exiting You are still editing this Page and have not yet committed all of your changes Available options 9c Cancel HMM Cancel Click Continue editing later When ready to edit the page just paste the saved URL and log in to Tridion When prompted with the message On the page s top right click to update Or Click Update Preview in the ribbon toolbar 27 Update Preview How to preview the changes before submitting to workflow After editing the page click outside the component being edited Under Home tab in the ribbon toolbar click Finish Editing 1 Create or Edit Content r1 Task Mame Main Graduate Certifi Assigned to UMLADCO Hichame_ Click Finish Activity 28 1 Create or Edit Content Started Finish Activity Reassign Activity Activity Details Show more
20. onsidered external link A typical Tridion page is in the format www uml edu dept PageName aspx Highlight the content to be linked and in the ribbon toolbar select Insert tab then Hyperlink Layout Format Insert Review P gt Character AB Abbreviation Image Tabe Hyperlink Anchor _ Horizontal Line Rich Text Elements Links Symbols In the following popup window select HTTP for Type And New Window for Target Type or copy and paste the address in the URL field In case if you paste it make sure the new address does not duplicate http Insert Hyperlink Type http I URL http www lowellma gov Pages Home aspx Ex Title City of Lowell Target New Window OK Cancel FA Check if the link is working by clicking folder arrow icon Internal link Any link within Tridion www uml edu dept PageName aspx is considered an internal link and linking to a Tridion page is done by linking to the component used by that page Whereas The URL of the page you are trying to link to can change and the only way to avoid a broken link is to navigate and link to the component used by that page 20 First highlight the content to link then select the Insert tab the ribbon tool Layout Format Insert Review P i Character Abbreviation Image Tabe Hyperlink Anchor Rich Text Elements Links Then click Hyperlink Home Layout Format Insert Review
21. that there are pending changes to this item for you to commit or discard Red A red border means that your changes cannot be saved because the content you entered is invalid or incomplete Grey A grey border means that you cannot currently edit this item These colors are defaults Your application administrator may have changed them The color of borders around the fields of a Component are as follows e fthe Component has a blue or green border or its configured alternative so do all of its fields e the Component has a grey border or its configured alternative its fields have no borders e fthe Component has a red border or its configured alternative the field or fields that are invalid also have a red border Auto save is enabled there is no need to save changes that is why the Save Draft function is grayed out Fonts For design purposes the font style and the color are not to be changed If the content is prepared in a Word document copy and paste to Notepad or other text editor first then copy from Notepad to your page To format the content you can use Text Field Properties or the formatting toolbar Text Field Properties Default Default A No Style Description fhody mM p hh Text Field Properties Format Insert Review Current Elements lt span gt QE cut BOB E xl En Default Defa ult T pm Copy
22. w eese nnne 28 CNS VV OKON NR o OO ETT 30 create a NEW dorm 32 Changing the page and the Component locations sees 33 COMMONS EEL NEN DOES scu UE EE 37 Adding New 38 Browsers Tridion SiteEdit is compatible with all the browsers however it is recommended to use Firefox Pop ups blocker should be set to allow tcm pages to open Log in Navigate to the page to edit and delete WWW and replace it with https stage and click enter You may want to bookmark this page for future editing Click the SDL Tridion button KJ SDL Tridion In the logging window enter UML email address and password Once the logging is successful the ribbon toolbar appears set to the Home tab Home Layout Review Preview Manage Y a 2 9 Ee Finish Editing Cancel Editing New insert Re Update Preview Open Form View Switch Device Properties Content Borders Context Menu Page Content Edit Author View Device Show Editing existing page Click on the content to see the border and borders appear around editable pieces If the ribbon toolbar can be seen but not the contents of the Web page the browser may be preventing the content from being displayed because it do
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