WMS 301 Site Management in the Web Management...

WMS 301Site Management in the Web Management System (WMS)

Objectives of the course

Learn to: Create new pages

Position pages in the menu

Organize the menus

Manage your content in My Workbench Search for your content View/edit/clone the content Access uploaded files: edit/delete a file Access the Needs Review content

Learn to: Add web links in the footer Create a block Add a block to a region of a page Add a block to a specific page

Create special blocks: Channels (overview) Slideshow

Change the site settings Site name, palette, home page, contact information

and more…. Create a Profiles List page

Objectives of the course

Course materialwww.mcgill.ca/it Article # 1976“Web Management Training Courses”

Documentation and Best practices: www.mcgill.ca/it Article # 1827“Index of documentation for the McGill Web Management System” Web 101: www.mcgill.ca/web-101

Lab – WMS 302 schedule:www.mcgill.ca/it Article # 1976

“Web Management Training Courses”

Documentation and support

Overview: administrator menu Add content: Basic page, Gallery, Webform

Overview: administrator menu Structure: Blocks, Channels, Menus (Main menu, footer),

Taxonomy

Overview: administrator menu Configuration: Site Settings, Web services

Overview: administrator menu

Reports: Broken Links

Overview: administrator menu Click Home to return to public view

Exercise: create a new page

Title: Applying to McGill Menu link title: Apply Now

Menu Link Title

Title

Body

Create a new page

Create a new page

Create a new page

Parent Item

Weight

Main menu = top level in the menu structure

Who’s your daddy?

Parent item Where the page will sit in the menu

Article #1841

Main menu

Weight Heavy items sink

Article #1841

URL: www.mcgill.ca/yoursite/living-montreal

If the Menu link title changes, the URL changes.

The URL uses the Menu link title.E.g. :

Menu link title: Living in Montreal

The URLArticle #1841

Override the default URL: add a Custom alias If the menu link title changes, the URL stays the same. Reduced the number of broken links

The URLArticle #1841

Menu link title Custom Alias URL

Living in Montreal montreal www.mcgill.ca/yoursite/montreal

E.g.: McGill Campus page

Parent: Why McGillURL: www.mcgill.ca/sitename/why-mcgill/campus

Parent: MontrealURL: www.mcgill.ca/sitename/montreal/campus

Be careful! The URL will change if the parent item changes.

The URL

Revision information

Log message

Moderation state

Moderation state

Current state

Click Apply to change the state

Revert to a previous revision

Moderatetab

Revert to a previous revision

Unpublish a page

Unpublish a page

Translate tab Duplicates an English page

Uses a French template

French content must be entered

Images: change alt text and caption (reinsert the image)

Create a French page

The French content must be added

Create a French page

French template

Change the parent item of a page (in a new draft)Or

Structure > Menus > Main menu > list links

Reorganize a menuArticle #2721

Moving a page in the menu

ENABLED: remove the checkmark to remove the link in the menu

Page still published

Click & drag• Indent/outdent• Move up/down

If you change the parent item, the URL changes! e.g. Move the page “Restaurants” from Montreal to

Why McGill?

Moving a page in the menu

Parent item URL

Montreal www.mcgill.ca/admissions/montreal/restaurants

Why McGill? www.mcgill.ca/admissions/why-mcgill/restaurants

For each menu: 6-8 items: 7 is the magic number 4 levels of pages (including the Home page)

Site Architecture - Best practices

How to find your content

Sort by clicking the heading

Node ID

My Workbench > My Content > All Recent Content

Node ID Unique number (permanent) created automatically for

each element of your website Safest way to link to an element within your web site

Protocol = <other>URL = node/#

How to find your contentMy Workbench > My Content > All Recent Content

View elements of the same type:e.g. Type = Page and Tags = “Research”

Clone a page Clone = create a duplicate of a page

(e.g. to use an existing page design to create a new page with new content)

My Workbench > My Content > All Recent Content

Deleted vs. unpublished pages

Deleting is permanent

Unpublished pages can be published again Removed from the menu

Children of deleted pages

Are not deleted

Move up in the menu

e.g.“Why McGill” is in the main menu.If “Why McGill?” is deleted, its children move to the main menu.

Children of unpublished pages

Remain published

Do not appear in the menu but can be accessed with the URL

To show the children in the menu: select a new parent

Upload files My Workbench > Create Content > Upload Media

Find your files

Search for filesDelete files

Click on a heading to sort the filese.g. Size

File path

My Workbench > FILE LIST

How to find your files

Search for filesDelete files

My Workbench > FILE LIST

Edit:• to edit captions• view the location of the file

Edit a file

Location of the file

Deleting files

Files on pages will be deleted

Remove the files from the page before deleting

Find the Needs Review content

Edit the content and/or change the moderation state

My Workbench > Needs Review

Footer links Web links on all pages on your web site

Footer links Web links under a heading Key pages of your site External pages of interest to your visitors

Article #1835

3 columns

Heading (required)

Structure > Menus > Footer > list links

Footer links

Footer links

To add a heading or a new web link, click Add link

Heading in the footer

Path = <nolink>

Title

Expanded

Parent Item: column#

Hyperlink in the footer

Parent link:select a heading

Path• URL (external link)• or node/# (internal link)

Title

Exercise: creating footer links

Add a heading to column 1• Menu link title = Quick links• Path = <nolink>

Add a link to column 1 under the heading “Quick links”• Menu link title = Student services• Path = http://www.mcgill.ca/studentservices

BlocksArticle #1846

Example of a block on the sidebar

Blocks

Steps to add a block to a page

1. Create the content2. Add the block to a region of a page

• Right sidebar• Top of page/content• Bottom of page/content

3. Specify the page(s) where the block will appear

Main Content

Block at the top

Block at the bottom

Block on the

sidebar

Block on the

sidebar

Create a block

Create a block

Title

Content

Description required

Block - Region Settings

Select a region of a page in the moriarty list

Regions of a page

Title

Content

Sidebar

Top of page

Regions of a page

Title

Content

Top of Content

Regions of a page

Bottom of page Bottom of content

The node IdE.g. node/6

<front> for the Home page

A block shows on all the pages by default. To specify a page, enter the list of pages, one per line using:

Block – Specify a location

How to find a node ID

My Workbench > My Content > All Recent Contentor Go to the page and click New draft or Edit draft: look at the

URLE.g. http://www.mcgill.ca/yoursite/node/3/edit

You can specify a content typeE.g. a block will appear on all webforms only

Block – Specify a location

Block – Specify a style

CSS class(es):

• highlight (only on the sidebar)

• quote

• half-width (all regions other than the sidebar)

• third-width (all regions other than the sidebar)

CSS class = highlight

No class

third-width

half-width(not on the sidebar)

Block styles (CSS classes)

To edit/configure a block Hover over the right hand corner to see an icon Click on the icon

Disable a block

Change moriartyto None

Configure/delete a block Structure > Blocks

Disabled blocksRegion settings = None

Block on the sidebar

Configure/delete

Reorder blocks

Click and drag to change the order

Structure > Blocks

Special blocks

Slideshow

Channel block

On this page

On this page blockDisplays links to headers

On this page blockTo enable the block:1. Structure > Blocks2. Under Disabled, find the On

this page block3. Click configure link4. Select ‘Yes’ to enable smart

mode5. Click Save block6. Select the region of the page7. Click Save block

If ‘yes’ is selected, there is no need to add anchorsIf ‘no”, you will need to add anchors to the headers

Channelswww.mcgill.ca/channels

Channel block for events

Post To

Import

Channels – Import events/news

How to specify which events or news to display in a channel block?An event/news has A source site (created on a web site)

A category (e.g. Human Resources)

An audience (e.g. staff, students, faculty)

Tags

Channels events and newsAdvantages

Events and news are created once and can appear in many places and formats The channels hub The channels blocks RSS feeds Other: e.g. customized Google home page, Twitter

The general public and the McGill Community can view the news and the events

A channel block can import events or news from other web sites and other categories

Channels See the documentation in the IT KB at

http://kb.mcgill.ca Article 1779 – McGill Channels

Article 4233 - Importing Channels and create blocks

Article 4229 - Creating Events or News

Article 4507 – Known issues with WMS and Channels

Course WMS 305 – Channels News & Events article 1975 (or video)

SlideshowArticle #2713

Preset:Side caption thumbnail

Preset:Bottom caption

Preset:Side Caption Thumbnail - Alt

Slideshow

1. Create a gallery2. Select the option to create a Nivo

Slider block (in the settings of the gallery)

3. Add your pictures to the gallery4. Configure the Media Nivo Slider

blocka) Specify a region on a pageb) Specify on which page(s) to insert

the slideshow

Slideshow - Media Nivo SliderArticle #2712

Step 1. Create the gallerySlideshow

Title

Slideshow Step 2. Select the option to create

a Nivo Slider block

Select the display settings

Save

Slideshow Step 3. Add your images

1. Drag files from your computer or click Add files

2. Click Start upload

3. Click Next

Slideshow: add captions

• Hover over the top right corner• Click Edit to add a caption

Caption in the slideshow

Nivo Slider Caption

Step 4. Configure the Media Nivo Slider block Configuration done

like any other block

SlideshowStructure > Blocks

Exercise: create a slideshow1. Create a gallery (Add content > Gallery)

a) Check off Create a Nivo slider blockb) Select the Nivo Slider Preset: Bottom caption thumbnailc) Save

2. Click Add media to add the imagesFind images on your desktop in theEveryone folder > WMS > Slides < Lead

3. Edit the images (wheel on the top right corner of an image) and add Nivo slider captions

4. Go to Structure > Blocks5. Locate the Nivo Slider block6. Click Configure7. Select Top of page in the moriarity list8. Specify the node/# of the Apply now page in the Page specific

visibility settings

Publish a gallery

Link in the menu

Publish a gallery

Click a picture to see the

presentation

Click the arrows to change picture

Lightbox

Publish a gallery

Click the picture to see the full

page

Image caption

Publish a gallery

Edit the gallery

Display options

Presentation settings

Select a parent item

Provide a menu link

title

Publish a gallery

Drag a picture to move it

Publish a gallery Instead of publishing a page: create a block!

(e.g. at the top of an existing page)

On the Edit Gallery page, select Create a block of most recently added media in the Blocks menu

Go to Structure > Blocks to configure your block

Site settings Configuration > Site settings

Change the site name

Change the palette

Site settings Configuration > Site settings Change the

contact information

Site settingsConfiguration > Site Settings

Change the front page

Other settings:

Slogan (appears above/ below Site name)

Select Toggle the display of the slogan with the site header

Header height (height of banner: large or small)

Secondary header height (height of banner on pages other than the home page: large or small)

Site settings

McGill ProfilesIndex (optional block)

Filter (optional)

Info about people

McGill Profiles Every site has a ‘Profiles List’ page at

www.mcgill.ca/sitename/people Profiles are added by: Importing from Banner Creating from scratch Importing from an old people page

To have a menu link to the ‘people’ page, the link must enabled (Structure > Menus > Main menu > list links)

McGill ProfilesIT Knowledge Base article #1827:

Index of documentation for the McGill Web management System

> Content Management> McGill Profiles overview

Best Practices

How to make great McGill.ca websites

http://www.mcgill.ca/web-101

Major overhaul or new web site?

• Know your audiences and who is going to use your site

• Run a survey to find out the users needs

• Plan ahead of time

• Design your site (on paper or Excel) before you start

Best Practices

Major overhaul or new web site?

• Organize your content using categories

• Request redirects for high-traffic pages

• Find the top landing pages atwww.mcgill.ca/it/forms/url-redirect-requestgoogle.analytics@mcgill.ca

• Preserve page aliases ( /about versus /about-us)

Web Communications can help Web Communications (Office of Communications and

External Relations) can help with the content:

Revamping websites big and smallSetting up and running user feedback surveysWebsite and information architectureFormatting and layoutInterpreting Google Analytics dataUsabilityAccessibilityContent Strategy

HelpLunch and Learn recordings

http://www.mcgill.ca/web-101/web-communications-lunch-and-learn-series

One on one consultation about the content (no technical questions)Contact: webcomms@mcgill.ca

Documentation:• www.mcgill.ca/it

Article # 1827 – Index of Documentation for the McGill Web Management SystemArticle # 4507 – Known issues in the Web Management System

Lab session schedules:• www.mcgill.ca/it Article #1976

Resources

www.mcgill.ca/it

Article # 1976 – Web Management training courses

Channels News & Events (WMS 305)Webforms (WMS 307)

Online videos

IT Services web page: www.mcgill.ca/it IT Service Desk

• 398-3398• ITsupport@mcgill.ca

Request for access• http://www.mcgill.ca/it/forms/web-permissions

Questions?

Ideas! Web Editors Blog

• blogs.mcgill.ca/webeditors

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