Adxstudio Portals TrainingAdxstudio CMS Components

Adxstudio Portals Base CMS

Website

• Web Link Sets

• Content Snippets

• Web Forms

• Ads and Polls

• Website

• Website Binding

Site Map Content

Other Content

Settings and Templates

• Page Templates

• Site Settings

• Site Markers

• Publishing States

• Redirects

• Web Pages

• Web Files

• Shortcuts

• Events, Forums, etc.

Adxstudio Portals Base CMS

CRM Navigation

Adxstudio Portals CMS entities are contained within

the Portals Navigation Area.

Further extensions can

be found elsewhere.

In CRM 2013, click to open the main Navigation Dropdown at the top of the screen, then scroll to find Portals

Establishing a Connection

• Connection String specified in web.config

• This specifics the CRM org to use

• Can be online or on-prem

•Next is to specify what data to use

Website • The core entity of an Adxstudio Portals application

• IIS Hosts Web application (website CODE)

• This code will look to the web.config or website bindings to determine the website record (website DATA) from which to draw its data from

Website

• Bound using Either Website Bindings or set in the web.config

Website Entity

•Most functionality is defined by related entities

• Can create parent, child sites (requires Partial URL)

• Can set site header and footer (with Liquid Web Templates)

Website Bindings

• If an applicable website binding is found in the CRM, it will be used, although a web.config setting will always take precedence

Website Structure and The Site Map

•Many CMS entities make up the structure of the website

• These entities are “site-mappable” and represent an exact URL in the portal

• The most basic example is the web page

• Also included are Web Files, Events, Forums, Blogs, Shortcuts

• These elements can be added via front-side editing

The Site Map

HomePartial Url: /

http://mysite.com/

Content APartial url: content-a

http://mysite.com/content-a/

NewsPartial url: news

http://mysite.com/news/

Article 1Partial url: article01http://mysite.com/

news/article01/

Article 2Partial url: article02http://mysite.com/

news/article02/

Content BPartial url: content-b

http://mysite.com/content-b/

Entities that are part of the Site Map

Parent, Partial URL

Several Out of the Box entities

have URLs associated with them. They are part of the Site

Map.

• Web Page

• Event

• Forum

• Forum Thread

• Blog

• Blog Post

• Product

• Web File

• Shortcut

• Idea

• Idea Forum

Web File

• Represents a file in an Adxstudio portal

• Can be used as an image, or be downloadable

• Can set CSS

• File hosting• As Note Attachment• Windows Azure

Name The Name of the Web file (not necessarily the file name)

Website The related Website

Parent Page The Parent Page of the Web File. This defines the URL of the file prior to its partial URL

Partial URL Defines the final component of the URL of the file (does not need to be the file name, but often is) (i.e. <urlofparentpage>/<partialurl>)

Cloud Blob Address The cloud blob address for a file if stored in Azure (rather than as a note attachment of the CRM record)

Content-Disposition “inline” or “attachment”

Web File Key Attributes

Web Page• Represents an exact URL in a Portal

• Contains a Copy blob of HTML

Name/Title Name of the Web Page/Title of the Web PageName is mandatory; Title is optional

Website The related Website

Parent Page The Parent Page of the Web Page. This defines the URL of the page prior to its partial URL

Partial URL Defines the final component of the URL of the page (i.e. <urlofparentpage>/<partialurl>)

Copy The HTML blob that defines the unique content of this page

Page Template The Template that defines the layout and custom functionality of the page

Web Page Key Attributes

Page Template

Defines the Layout of a Web Page

Represents either an actual .aspx

page within your web project, or a

Liquid Web Template

Name The descriptive name of the Page Template

Website The related Website

Type The source of markup for the Page Template:• Rewrite: A physical .aspx page in a code base• Web Template: A Liquid Template stored in the CRM

Rewrite URL Defines a physical path to an .aspx page, in the case that the type is Rewrite

Web Template The Liquid Web Template that is used to define the template, in the case that the type is Web Template

Use Website Header and Footer

Should the default website Header and Footer be used by this template?

Entity Name The name of the Entity for which the template is to be used

Page Template Attributes

Entities that use Page Templates

Templatable Entities

Several Out of the Box entities use templates to determine layout

• Web Page

• Event

• Forum

• Forum Thread

• Blog

• Blog Post

Web Link Set

Contains a series of one or more web links

Name Name of the Web Link

Website The related Website

Page The Web Page that is linked to

External URL The URL that is linked to (rather than a Web Page)

Parent Web Link Allows for links to be nested underneath other web links, to show up as sub-menus

Web Link Key Attributes

Shortcuts

• Allows you to place child nodes on the portal sitemap that point to other sitemap nodes or external URLs

Site Markers

• Allows you to find a web page by using a consistent name

• Attributes & Relationships• Name• Website• Page

• Adxstudio Portal Framework Default Site Markers• Home• Access Denied• Login• Page Not Found• Many more specific to feature catalog

Content Snippets

• Small chunks of editable content that can be placed on a page template

Site Settings

• A configurable, named value that is utilized by the website code to modify the behavior or visual style of the portal.

Redirect

• Redirects one URL to another within the site• Attributes & Relationships• Name• Website• Inbound URL• Status Code• Redirect URL• Web Page• Site Marker

Publishing States

• Allow for the definition of a content lifecycle in an Adxstudio Portals Website

•Default values:• Draft• Published

Website Copy Utility

•Used to Copy a website from one org to another, or to backup a website to XML format.

• Can be used both with on-prem and online

• Copies the Website record, and all related CMS Records

•Does not copy Custom entities or Out of the Box CRM entities, only Adxstudio CMS entities