INTRODUCTORY USER GUIDE
Contents
1. Welcome to Equal2 Recruitment home Posting About Us AboutUs Channel Services Channel Submit CV SubmitCV Channel Vacancies Channel Members Channel My New Channel newchannel Channel Accessibility Statement accessibility Posting Privacy Statement privacy Posting Terms of Use TermsofUse Posting A Z Listing A ZListing Posting Glossary glossary Posting Site Map sitemap Posting If we wish to make changes to a particular channel for example renaming it publishing it having previously selected the Hide when published option and so forth we do this from the system console via the Channel Properties button Creating a New Page Pages are created from Templates which provide specific page functionality Within a typical OneStopCMS implementation the following Templates will be provided Navigation Template Gallery e Advanced Search requires Cubik setup advanced users only e Channel Summary a mechanism for creating a page which summarises content in sub sections of the site or elsewhere on the site Advanced users only Version 1 1 July 2007 Page 8 of 18 a gt 1 9 OneStopCMS Introductory User Guide C u b k e Site Map a summary of all the channels and postings on the site Create one within the Home channel and it will build automatically as channels and postings are added e A to Z Listing the ability to offer site navigation via alphabetic2. cubik Sv OneStopCMS INTRODUCTORY USER GUIDE Cubik Glenewes House Gate Way Drive Yeadon Leeds LS19 7XY Telephone 0113 250 7799 Version 1 1 Date July 2007 1 9 OneStopCMS Introductory User Guide C u b k Table of Contents BME OGUICUIO t EE NE EE EE NE EEE 3 PEN 3 Updating your Website rrrrararnnrarnrnnrnrnrnnrnrnennnnrnensnnrnennnnrnensnnrnensnnrnennnnnnennnnnnenene 4 The OneStopCMS Console rarnrrnrnrnnrnrnrnnvnrnrnnvnvnrnrnnrnnnnnnvnnnnnennnnnnnnennnnnnunnennnunnenene 5 Creating a NEW Channel siiascctsvesecnsveass casnvascuenses cewnensnenasdrasuveasnetnewsdeaversnsmieeraea 5 Some Channel Features rrararnrnnrnrnnvnrnennnnrnenennvnrnensnnrnennnnrnensnnrnennnnnnensnnnnennnnnne 6 Creating a New PE re 8 Navigation Template Gallery x arnrnnrarnnnarnrnnnnrnrnrnnvnrnnnnnnrnnnnnnnnsnnnnnnnnnnnensnnnne 8 Content Template Gallery arnxrarnrnnrnrnnnnrnennnnnnrnennnnnnennnnrnnnnnnrnennnurnennnunnenene 9 Selecting a Template ararnurnrnnnnrnrnnnnrnrnnnnnnrnnnnnnnnennnnnnennnnrnnnnnunnennnunnennnunnensne 9 Adding Textual Content to and Editing a General Content Page rarnrnrrnrnrnern 11 Managing Resource Galleries rrararnrvarnrnnnnrnrnnvnrnrnrnnnnrnrnnvnrnnnnnnnnnnennnnnnennenen 13 Adding Resources to a POSIN ssssssenssnsnnnrsnernnrnrnnrnnnrnnnrnnrnrnrnnrnrrenernrnnnne 14 Creating a Web 0 16 Version 1 1 July 2007 Page 2 of 18 be 1 9 OneStopCMS Introductory User Guide C u
3. link You will need a username and password to gain access to the administrative functions When you have signed in your ability to make changes within the system will depend upon the permissions that you have been granted as an Administrator Editor or Author Version 1 1 July 2007 Page 4 of 18 lt gt 1 9 OneStopCMS Introductory User Guide C u b k An Administrator will see a link labelled Control Panel Using this link will enable the Administrator to e Manage users create user accounts and allocate appropriate permissions to determine what activity users may undertake on the site e View website statistics e Review the Workflow Audit Log determine who did what and when All signed in users will see a link labelled Edit this Site Using this link will launch the OneStopCMS Console which is the tool for managing site structure and content The OneStopCMS Console The console is consistent across every OneStopCMS site All buttons are always visible but subject to the task that is being performed at the time or the level of user permissions buttons may be inactive in which case they are greyed out Moving the mouse over a given button will result in the display of a tooltip which explains that button s purpose In this example the mouse has been moved over the Delete Page button JJ create New Page id il EJ Edit Preview LX 53 3 sad Submit jAnorave Syd DENE inh iekSave And
4. My New Channel OneStopCMS This channel contains no pages If the channel is empty i e it contains no channels or postings it can be deleted If you create a page that page will appear as the default page for this channel You can only create a page or delete this channel if you have the correct permissions If we wish to position this channel at a different point in the site navigation we navigate to the Home channel and select the Sort Items in Channel option the up and down arrows on the console Having selected this option we are presented with the ability to order items in the channel By selecting the channel that we wish to move in this case My New Channel and moving it up the list of channels and postings we will be moving it to the left in the site navigation The Sort Items in Channel option displays a list of all channel contents both channels and postings In all channels other than the Home channel this simply sets ordering of the items in the menu structure for the channel in question The Home channel behaves uniquely in that 1 The first posting in the channel will be the site Home page 2 The second and subsequent postings in the channel will appear as links in the footer of the site throughout the entire site Version 1 1 July 2007 Page 7 of 18 OneStopCMS Introductory User Guide cubik Set Item Ordering Selected Channel Channels www equal2 co uk
5. Dot B EN Delete Delete this page Access Key d GE EEE amp aie r a ter R 3 z a ever n gt Skre da at hl a at See bred i cal LuGreate New Channel gt x h ret a are pant a eva en ee NE Creating a New Channel In order to create a new channel you must be an Administrator Using the Create New Channel button will require you to name the new channel E create New Channel Save New Channel Name Display Name Hide when published Important Channel Fi OK Cancel Version 1 1 July 2007 Page 5 of 18 a gt 1 9 OneStopCMS Introductory User Guide C u b k In order to save a new channel it must be given a Name this is the name which could be used to allow navigation directly to the section of the site for example www mywebsite co uk mynewchannel The Name should contain no spaces or punctuation The channel also requires a Display Name The Display Name is the name of the channel as it will appear on the website There are two tick boxes If you are developing a new area of the site which you do not wish to be visible until you have added all relevant content ticking Hide when Published will mean that the site will be visible to Users who are creating content but will not be visible to Visitors The Important Channel tick box is an advanced feature and should not be used by default When the Channel is named the OK button will sa
6. different resource types Each grouping of resources within the directory structure is known as a Resource Gallery Version 1 1 July 2007 Page 3 of 18 OneStopCMS Introductory User Guide Author Editor Administrator User Visitor Template Template Gallery cubik An administrative user of the website who may sign in to amend existing or create new postings but who is not authorised to approve those amended or new postings for publication to the live website Within smaller organisations the role of Author and Editor see below can be combined An administrative user of the website who may sign in to approve postings for publication to the live website An administrative user of the website who may sign in to manage site structure content and user accounts and may gain access to website statistical reports An administrative user of the website one of Author Editor or Administrator Someone who consumes website content The basis for creating a posting within the website A User may select a template from a number of options to create a posting which provides specific functionality for example an image gallery a glossary page and so on In the same way that Resources are contained within Resource Galleries Templates are contained within Template Galleries See Template Updating your Website In order to make changes to your website you will need to visit it and use the Sign In
7. email address as a mandatory field and set Notify as the parameter against the email address Within the equal2 recruitment website the published form looks like this Your name Your email address Your telephone number ae g Your message i Use this box to send us any further comments How did vou hear about us v gt Your CVs i Would you like to be kept up to O Yes date with Equal 2 news O No Note the mandatory fields marked with an asterisk and the help text which is viewable as a tooltip if the mouse is moved over the question marks to the left of the form questions Version 1 1 July 2007 Page 18 of 18
8. keywords advanced users only Content Template Gallery e Web Form create online feedback forms Described fully later in this document e Glossary create a definition of technical terms that are used on your site for easy reference by the site visitor Typically created within the Home channel so that it may be accessed via the site footer e Image Gallery create a scrap book view of digital images offering a thumbnail which may be expanded to a larger version of the image Requires creation of appropriate Resource Galleries to order the images refer to Cubik e General Content the most commonly used template described fully later in this document e Home Page every site needs one The first posting within the Home channel Selecting a Template Using the Create New Page button on the console and selecting the Content gallery will result in the display of a list of available templates Selecting a particular template will enable the inputting of content to begin Items 1 5o0f5 Items perpage 5 Template Select Last Modified web Form Fr 13 07 2005 10 26 27 Glossary Fr 12 07 2005 05 23 37 Image Gallery ry 29 06 2005 16 42 22 General Content ry 12 07 2005 05 23 37 amp Home Page i 12 07 2005 05 23 37 In the following example the General Content template has been selected and a new page is ready to be created within the equal2 recruitment website There are a number
9. user configurable To configure the form itself the User selects the Edit Form Definition button and is then able to e Specify questions e Select the format of the Visitor s response from a list of drop down options CInput Type e Determine whether a particular response is mandatory e Apply parameters to an Input Type e Provide help text if necessary Version 1 1 July 2007 Page 17 of 18 OneStopCMS Introductory User Guide Label _ Your name Input Type Single Line Text Mandatory Parameters cubik Help Text _ Your email address Email Address Notify If you do not want us to contact you Edit by telephone leave this box empty Use this box to send us any further comments Please tell us how you found us Radio Buttons Yes No Checkbox Checkbox List Current User Email Address _ Current User Name Your telephone number Single Line Text _ Your message Multi Line Text _ How did you hear about us Dropdown TV Newspaper ther Your CV File Send your CV using this box Would you like to be kept up to date with Equal 2 news Section Heading Single Line Text Text Paragraph For certain Input Types the Visitor can select a response from a list of options To create the list type the options in the Parameters area separated by semi colons If you wish to send a confirmation email to the visitor upon form submission you must capture the Visitor s
10. PA I Equal2 Recruitment 0 l Sitelmages 27 l Themeo2 0 Photos 1 l Downloads 7 Ll Newsletter 2 H Branding 1 La Postingicons 19 Viewing a specific Gallery will provide a summary of current resources within that Gallery Resources may be deleted previewed and replaced Replacing a resource means that the old version ceases to be used on the site and every posting that previously used the old resource now uses the version that has replaced it This is particularly useful in the case of for example a PDF version of terms and conditions of business which are updated and which may be referenced as a link from multiple pages Version 1 1 July 2007 Page 13 of 18 ee 1 9 OneStopCMS Introductory User Guide C u b k Resource Gallery Resources Equal2 Recruitment SiteImages Items 1 5 of 20 Items per page 5 x Resource Preview Replace Properties File Type Size Last Modified Description oO amp officepeople2 jpg PE eg jpg 5k 06 10 2004 17 39 45 N A O amp officepeople1 jpg i 8 jpg 6k 06 10 2004 17 39 45 N A ah JobSearch Large gif ES gif 5k 06 10 2004 17 39 45 N A O amp but_searchforjobs jpg B jpg 3k 06 10 2004 17 39 45 N A o amp JobSearch gif gif 5k 06 10 2004 17 39 45 N A pa In lw lS Select All Clear All Adding Resources to a Posting Whilst viewing a particular posting in Edit this Site mode using the Edit button on the console will enable you to add resources
11. Use this placehoider to define a form that visitors to your site can enter data into The data that the visitor enters will be sent to the email address es that you specify Form Configuration Email address es recruitment cubik co uk that this form will Separate multiple email addresses with be sent to Confirmation email Confirmation jbo Subject Set Notify as the parameter of an Email Address field to send a confirmation email to the address entered into that field by the visitor Text to include at Thank you for filling in the top of the our form summary of the information you have confirmation email sent to us is given below Text of the Submit Submit button Text to be shown to Thank you for sending A the visitor after form Your CV We will contact you when we find a vacancy you may be J submission ee msnm EE somes To configure the form the user must first specify an email address to receive the form submission multiple email addresses may be specified separated by semi colons If the form mandates the capture of the Visitor s email address an automated response can be sent to the site visitor summarising the information that has been submitted The User can specify both the title of the confirmation email and the text that is to be sent at the head of that email The Visitor will also see an on screen acknowledgement that the form has been submitted the content of that message is
12. b k Introduction OneStopCMS enables you to take total control over the structure and content of your website or intranet The purpose of this document is to provide you with the information you need to undertake the most frequently performed tasks If you wish to do something that is not described in this document or wish to use an advanced feature please call our Technical Team who will be pleased to help you 0113 250 7799 Definitions This section defines some of the terminology you will find in this document and when you administer your OneStopCMS website Term Definition CMS Content Management System Channel A website is structured hierarchically like the folder structure on a PC In OneStopCMS folders are called channels A channel is a container of content It may contain web pages sub channels or a mixture of both Posting or Web Page These two terms are interchangeable and describe a page within the website Content Postings are themselves website content In addition to text postings can contain other content elements for example images links to downloadable documents and so forth These content elements which supplement the core textual content are known as Resources Resources See Content Resource Gallery In order to use a resource within a posting that resource must first be uploaded to the CMS server Resources are uploaded to a directory structure which logically groups
13. eating the page Administrator Editor or Author different buttons will become active on the system console following the saving of the page A user with Author only permissions will have the option to submit the page Submitting the page passes it to an Editor for approval Version 1 1 July 2007 Page 12 of 18 lt gt 1 9 OneStopCMS Introductory User Guide C U b k The Editor may review the page and approve it in which case the page is published automatically to the live website or decline it with reasons for this decision in which case the page returns to the Author for amendment A User can make subsequent changes to the page by using the Edit button on the console Changes to the page must be saved but do not go live on the website until the approval process has been completed Managing Resource Galleries Options exist to include content other than text within Page Body Content Certain of that content must first exist within the appropriate Resource Gallery before it can be used within a posting To manage the Resource Galleries a user must have appropriate permissions The Resource Galleries are accessed via the console ate New Page as no E Edit Q Pr eview X S Resource Manager Manage images in the Resource Galleries Access Key g Using the Resource Manager button enables you to navigate to a view of the available Galleries View As Tree FERRE EEE REE EEE EERE ETE E Ee Eee e eRe R RHEE
14. give prominence to the appropriate information when your page is being crawled by a search engine This is a Heading 4 Within the image properties we provide Image Alt Text describing the image for visitors using a Text Only viewing option and align the image relative to the current paragraph Image Properties Web Page Dialog i Image Information Border Width No Border v nn Border Colour Image Alt Text People sitting around desk Long Description Image Alignment Horizontal Spacing Vertical Spacing Width Height http www equal2 co uk OneSto Internet Version 1 1 July 2007 Page 15 of 18 1 9 OneStopCMS Introductory User Guide C u b k To insert a link to a downloadable document we create some text describing our link and then highlight the text Clicking on the Document Manager button will enable us to navigate the Resource Galleries to find the document to which we wish to link Clicking Insert concludes the process The Hyperlink manager operates in much the same way enabling us to create a link to another part of our website or to link to the URL of an external website that we wish to reference Finally we Save and Exit the page and following the approval process the page is published to the live site inclusive of the image and links My New Page This is a Heading 3 If you are using MS Word to create your website content ma
15. is section gt My New Page This is a Heading 3 If you are using MS Word to create your website content major section headings within a web page should begin at Heading 3 This is because in Cubik Page Options website terms a Heading 1 is the title of the page you have created and Heading 2 is the description of the page The solution has been implemented in Print this page this way to give prominence to the appropriate information when your page is Email to a friend being crawled by a search engine Comment on this pace Link to this page This is a Heading 4 When we use cut and paste to insert this content into a web page and save the page the Heading 4 will automatically be converted to be consistent with our pre determined Heading 4 style for web pages This is a Heading 5 As per our comments under Heading 4 above when we use cut and paste to insert this content into a web page and save the page the Heading 5 will automatically be converted to be consistent with our pre determined Heading 5 style for web pages This is a Heading 6 Comments about Heading 6 are the same as those for Heading 4 and Heading 5 This is the final paragraph of our sample document Hopefully it will have successfully illustrated the ease with which we can cut and paste content from MS Word into our application and the ease with which the content takes on the style of the target environment Subject to the permissions of the user cr
16. jor section headings within a web page should begin at Heading 3 This is because in Cubik website terms a Heading 1 is the title of the page you have created and Heading 2 is the description of the page The solution has been implemented in this way to give prominence to the appropriate information when your page is being crawled by a search engine This is a Heading 4 When we use cut and paste to insert this content into a web page and save the page the Heading 4 will automatically be converted to be consistent with our pre determined Heading 4 style for web pages This is my document tink Here is a link to an external website This is a Heading 5 As per our comments under Heading 4 above when we use cut and paste to insert this content into a web page and save the page the Heading 5 will automatically be converted to be consistent with our pre determined Heading 5 style for web pages Creating a Web Form The Web Form template has many characteristics which are equivalent to a General Content template including the provision of a text area to provide introductory text for the form Web Forms create an XML document which is usually converted to a human readable email Users can configure where emails are to be sent and how the site visitor is to be informed that the form submission has been successful Version 1 1 July 2007 Page 16 of 18 1 9 OneStopCMS Introductory User Guide C u b k Form Definition
17. larly responsible for the content of this page Any comments generated by a Visitor opting to Comment on this page would be sent directly to the Posting Contact as opposed to a default email address Version 1 1 July 2007 Page 10 of 18 1 9 OneStopCMS Introductory User Guide C u b k e Basket Selector the ability to enable the page to be added to a basket for example if the page described a product and the Visitor might find it advantageous to add reference to the product to an enquiry form Advanced users only e Page Link Icon Used in conjunction with the Channel Summary template see Navigation Template Gallery above this allows a graphical icon to be associated with a page and for this icon to be displayed within a Channel Summary A default icon will be used where no specific icon is inserted Advanced users only Adding Textual Content to and Editing a General Content Page The Page Body Content element of the page behaves in many respects like a contemporary word processor for example MS Word Text may be input directly into this area of the page Alternatively it may be inserted from MS Word via cut and paste Within the CMS Heading 1 is used for page titles and Heading 2 for page descriptions All sub headings below this level may be used in body text So if you have a Word document which makes use of Headings 3 and below you will be able to cut and paste content directly into the Page Body Conten
18. of areas within each template where a User can modify content The illustration shows two Page Body Content and List of Links In a General Content page there are three further areas and different templates will contain a different mix of content areas subject to the purpose of the page Version 1 1 July 2007 Page 9 of 18 1 9 OneStopCMS Introductory User Guide C u b k General Content This template lets you create a standard page of content for your site Page Options Page Body Content Use this placeholder to add the main content for the page CSS Class w Paragraph Style C HTML Mode List of Links Use this placeholder to define a list of links that are retevant to the content of the page The links can be to web addresses that you specify or links to postings channels or resources from your own website If you link to a posting channel or resource you don t need to Specify a display name or tooltip because these will be populated automatically from the details of the posting channel or resource The different areas of a General Content page serve the following purposes e Page Body Content the main area of the page which can contain text graphics and links e List of Links an optional area where a user can create a list of Related Links at the foot of the page e Posting Contact Details the ability to identify an individual within the organisation as being particu
19. t area of the page and upon saving the page the content will automatically be formatted to be consistent with the site wide look and feel The following illustration shows the text subsequent to the cut and paste action but prior to saving the page onal oe a ee ee LEa aa IL This is a Heading 3 If you are using MS Word to create your website content major section headings within a web page should begin at Heading 3 This is because in Cubik website terms a Heading 1 is the title of the page you have created and Heading 2 is the description of the page The solution has been implemented in this way to give prominence to the appropriate information when your page is being crawled by a search engine This is a Heading 4 When we use cut and paste to insert this content into a web page and save the page the Heading 4 will automatically be converted to be consistent with our pre determined Heading 4 style for web pages a Version 1 1 July 2007 Page 11 of 18 we 1 9 OneStopCMS Introductory User Guide C u b k To save the page we select the Save New Page button from the console and as with the naming of a channel give the page both a system and display name Our page will then be displayed in a format consistent with the rest of the site Viewing Oo tioriz equal2 RECRUITMENT Home AboutUs Services Submit CV Vacancies Members My New Channel My New Channel gt My New Page My New Page Also in th
20. to a page There are multiple different resource types we can add including Windows Media and Flash content but for the purpose of this illustration we will insert an image document link and website link by using the Image Manager Document Manager and Hyperlink Manager from the Page Body Content toolbar We place the cursor to the left of the paragraph next to which you wish to insert the image and use the Image Manager button to navigate to the appropriate image within the Resource Galleries Image Manager Web Page Dialog Browse Files er Upload mage Image URL NR frdonlyres 0 10 7CD04 4AE 5 488 5 SEEF EFC846 20 4402 0 officepeople2 jpg officepeople 1 jpa JobSearch Large gif but searchforjobs jpg JobSearch gif wastecarecouk2 gif officepeople3 jpg picture 1 jpg but submitcv jpg small2 jpa ApplyOnline gif http i ww equal2 co uk OneStopCMS CMS RadControls Editor D D Internet Version 1 1 July 2007 Page 14 of 18 1 9 OneStopCMS Introductory User Guide C u b k Selecting Insert will cause the image to be inserted into the posting We then need to right click on the image to Set Image Properties content mid section headings within a web page should begin at Heading 3 This is because in Cubik website terms a Heading 1 is the title of the page you have created and Heading 2 is the description of the page The solution has been implemented in this way to
21. ve the new channel and an empty channel view will be displayed og OneStopCMS This channel contains no pages If the channel is empty i e it contains no channels or postings it can be deleted If you create a page that page will appear as the default page for this channel You can only create a page or delete this channel if you have the correct permissions Channels are created within the site relative to your current position in the site navigation So if you are in the Home channel creating a new channel will add a new top level menu item If you are in a sub channel you will effectively create a sub sub channel and so on Some Channel Features All channels behave consistently though the Home channel has some additional unique characteristics which are highlighted below Creating a new channel will result in the channel being added to the site navigation It may be that you wish to change its position in the navigation In the following example based upon the fictional company equal2 recruitment a new channel has been created called My New Channel This has been added at the far right of the menu system Version 1 1 July 2007 Page 6 of 18 1 9 OneStopCMS Introductory User Guide C u b k Viewing Options sen Out Cubik User Control Panel My Profile equal2 RECRUITMENT Home AboutUs Services Submit CV Vacancies Members My New Channel CY search My New Channel gt My New Channel
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