Nimbus User Guide

7/31/2019 Nimbus User Guide

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Nimbus User Guide

Melia Technologies, Ltd.

Version 4.0


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Copyright Melia Technologies, Ltd. All rights reserved. No part of this publication may be reproduced, transmitted,transcribed, stored in a retrieval system, or translated into any language in any form by any means without thewritten permission of Melia Technologies, Ltd.

Your license agreement with Melia Technologies, Ltd., which is included with the product, specifies the permitted andprohibited uses of the product. Any unauthorized duplication or use of this software, in whole or in part, in print, orin any other storage and retrieval system is forbidden.

Melia, Nimbus and the Nimbus logo are trademarks or registered trademarks of Melia Technologies, Ltd. in theUnited States and other countries. All other product and company names mentioned herein may be trademarks ortrade names of their respective owners. All third-party software and/or code are the property of their respectiveowners. The right to copyright and trademark this software has been granted. See your Nimbus license agreementfor additional information.

Information in this document is subject to change without notice and does not represent a commitment on the partof Melia Technologies, Ltd. Unless otherwise noted, all companies, products, street addresses, and persons containedherein are purely fictitious.

Mention of third-party companies and products is for informational purposes only and does not constitute anendorsement. Melia Technologies, Ltd. assumes no responsibility with regard to the selection, performance, or use ofthese products. All understandings, agreements or warranties, if any, take place directly between the vendor and

prospective users.

Melia Technologies, Ltd.905 Bernina Ave.

Atlanta, GA 30307404-525-4840 (phone)404-827-9238 (fax)[email protected]

April 2008


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Nimbus User Guide i

Table of Cont ents

Chapter 1

Chapter 2

Chapter 3

Chapter 4

Chapter 5

Chapter 6

About Nimbus ..

Nimbus Support ..

Getting Started ...

Minimum Requirements ..

Installation .

Logging In/Out ...

Dashboard ..

Shortcuts .

Dashboard Reports ...

Global Actions ..

Search Records ...

Import Records ...

Export Records ....

Mass Maintenance ..

Reports ....

Manage Categories ...

Manage Regions ..

Content Management System .

The Basics ..

Creating a Page

Opening a Page

Check Out/In .

Text ...

Tables ...

Images .

Links ..

Media Files .

Check Spelling ..

Staging .

Site Navigation .

RSS Feeds ..

View Pages .

Edit Page Properties ....

Find and Replace ...

Inject Content .....

Import Document .....

Contacts ..

New Contact ..

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Nimbus User Guide ii

Chapter 7

Chapter 8

Chapter 9

Chapter 10

Chapter 11

Chapter 12

Edit Contact

Manage Demographics

Security

Single User Mode

New Security Role ..Edit Security Role ...

New Secure User ...

Edit Secure User .

E-Mail Marketing .

New Recipient Group ...

Edit Recipient Group ....

Send Newsletter ..

Online Commerce ..

New Product ....Edit Product .....

New Order ....

Edit Order .....

Perform Transaction ....

Digital Media Library ....

Import Digital Media ....

Edit Digital Media ......

Companies ....

New Company .....Edit Company ........

Event Marketing ..

New Event .....

Edit Event ........

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Nimbus User Guide 1

1

About NimbusNimbus is a software solution that provides the necessary services to efficiently and effectively

manage everyday business activities and marketing demands. Nimbus distributes primary

business tasks into a suite of easy-to-use modules that collectively work together to provide a

highly intelligent system, thus empowering the end user. Nimbus is comprised of the following

modules:

Content Management System (CMS)

Customer Relationship Management (CRM)

E-Mail Marketing (Rainmaker)

Online Commerce (Tradewinds) Event Marketing (Forecaster)

Security Management

Digital Media Library

Company Management

One of the main features of Nimbus is that it uses Smart Client technology. A Smart Client is an

application that is installed on your computer like any other program but receives its

information on-the-fly via the internet. This is different from traditional Content Management

Systems that require an internet browser, such as Internet Explorer, to run the application. The

main goal for a web-based CMS application is to provide a central location for end users toaccess and modify the same data. The Nimbus Smart Client makes use of this convenience

without the dependency of a web browser.

Nimbus SupportMelia Technologies offers telephone and e-mail support for Nimbus support plan holders:

Telephone: 404-525-4840

E-mail: [email protected]

Hours: Mon-Fri 10AM-6:30PM EST (excluding holidays)


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Nimbus User Guide 2

2

Get t ing StartedBefore moving forward, you must install Nimbus on your machine. The next sections describe

how to install Nimbus and login for the first time.

Minimum RequirementsOperating System: Microsoft Windows XP/Vista

CPU: 1.5 GHz

RAM: 256 MB

Microsoft .NET Framework 2.0 or higher must be installed. Clickhereto download.

Installation

1. Navigate a web browser to your local install page (ex.http://www.yourdomain.com/client/publish.htm). The Nimbus Install page is

displayed:
http://www.microsoft.com/downloads/details.aspx?FamilyID=0856EACB-4362-4B0D-8EDD-AAB15C5E04F5&displaylang=enhttp://www.microsoft.com/downloads/details.aspx?FamilyID=0856EACB-4362-4B0D-8EDD-AAB15C5E04F5&displaylang=enhttp://www.microsoft.com/downloads/details.aspx?FamilyID=0856EACB-4362-4B0D-8EDD-AAB15C5E04F5&displaylang=enhttp://www.microsoft.com/downloads/details.aspx?FamilyID=0856EACB-4362-4B0D-8EDD-AAB15C5E04F5&displaylang=en


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Nimbus User Guide 3

2. Click Install. The Nimbus Install dialog is displayed:

3. Click Install. The Nimbus Download dialog is displayed:

4. Once download is complete the Nimbus Login dialog is displayed:


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Nimbus User Guide 4

Logging In

1. To run Nimbus in the future click StartAll ProgramsMelia TechnologiesNimbusEnterprise Marketing Suite. The Nimbus Login dialog is displayed:

NOTE: I f you start Nimbus and the I nstall dialog displays, an update has been

released. Click Instal l to downl oad the new update. I t is not recommended to click

Skipas you w ill miss out on im portant updates.

2. Enter your user name and password and click OK. If the login credentials are correctNimbus will start automatically. If you have forgotten your user name and/or

password, click Forgot password to have it e-mailed to you.

Logging Out

1. Click FileLog out. The Log out dialog is displayed:

2. Click Yes.


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Nimbus User Guide 5

3

DashboardThe Nimbus Dashboard provides a central location to perform all of your most frequent

operations. Open the Content Management System (CMS) editor, send a newsletter or add a

contact, all with a single click. In addition, custom reports can be utilized to provide a birds-eye

view of important numbers.


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Nimbus User Guide 6

ShortcutsCustom shortcuts allow you to perform common actions with a single click.

Customize The Dashboard:

1. From the Dashboard tab, click Customize. The Customize Dashboard dialog isdisplayed:

2. Select the desired actions and click OK.

Dashboard ReportsDashboard reports allow users to easily view critical data as soon as they log in. Reports can be

displayed as a list, column chart, line chart or pie chart. From the dashboard you can create

new custom reports and add existing reports to the My Reports section.

Creat e a Dashboard Report :

1. From the Dashboard tab, click Add Report. The Select Filters dialog is displayed:


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Nimbus User Guide 7

2. Click New . The Custom Report Wizard is displayed:

3. Click Next. The General Info dialog is displayed:

4. Enter the report name and select the subject and presentation type (all fields are


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Nimbus User Guide 8

required).NOTE:Subject refers to the module wit hin Nimbus that you w il l be working w ith andPresentat ion Typedetermines how t he data w ill be displayed.

5. Click Next. The Display Summary dialog is displayed:

6. Add/Remove Display Criteria:a. To add display criteria:

i. Click Add Field . The Field Selector dialog is displayed:

ii. Select desired fields and click OK.b. To remove a field, select it in the Display Summary grid and click Remove Field

.7. Click Next. The Restrictions Summary dialog is displayed:


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NOTE: Restri ction crit eria are used t o narrow results. For example, enterin g Company Name Like Test w il l only display companies w it h t he wor d Test in t he

name.

8. Add/Remove Restrictions:a. To add a restriction:

i. Click Add Restriction . The Filter Expression Builder dialog isdisplayed:

ii. Enter the restriction criteria and click OK.b. To remove a restriction, select it in the Restrictions Summary grid and click

Remove Restriction .

c. To add an association restriction (optional):i. Click Associate Restriction . The Association Selector dialog is

displayed:

NOTE: Associati ons are used w hen you w ant t o associate tw o modulesw ith one another.

ii. Select the appropriate association and click OK.


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9. Click Next. The Sorting Summary dialog is displayed:

10.Add/Remove Sorting:a. To specify sorting in the report:

i. Click Add Sort Field . The Field Selector dialog is displayed:

ii. Select the field to sort by and click OK.b. To remove a sort field, select it in the Sorting Summary grid and click Remove

Sort Field .

c. To modify the sorting order of a field, select it in the Sorting Summary grid andclick Change Sort Direction .NOTE: This w ill change th e sort ing or der betw een ascending and descending.

11.Click Finish.12.If so desired, select the newly created report in the Select Filters dialog and click OK to

add it to the dashboard.


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Add a Dashboard Report :

1. From the Dashboard tab, click Add Report. The Select Filters dialog is displayed:

2. Select the desired report and click OK.Edit a Dashboard Report :

1. From the Dashboard tab, select the desired report and click Edit Dashboard Report .The Dashboard Report Wizard is displayed:

2. Make the necessary changes and click Finish.Export a Dashboard Report:

1. From the Dashboard tab, select the desired report and click Save Data to File .2. Enter a filename, select CSV or XML for file type and click Save.


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Delete a Dashboard Repor t :

1. From the Dashboard tab, select the desired report and click Delete Report . TheDelete Dashboard Report is displayed:

2. Click Yes.Manage All Reports

1. From the Dashboard tab, select ToolsManage Reports. The All Reports tab isdisplayed:

2. To edit a report:a. Select the desired report and click Open Detail . The Report Wizard dialog is

displayed:

b. Make the necessary changes and click Finish.3. To delete a report:


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a. Select the desired report and click Delete . The Delete Report dialog isdisplayed:

b. Click Yes.


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1. From the Content Management module, click the Show Pages filter link. The Page listtab is displayed:

2. Select Page path in the search drop-down menu, enter test.html in the search field andclick Search :

3. The search results are displayed in the Page list grid.

Advanced SearchAdvanced Search is used when you want to perform a more complicated search query.Advanced searches can also be saved as a shortcut on the navigation panel for later use. Toperform an advanced search:


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1. From the Page list tab, click Advanced Search . The Advanced Search Wizard isdisplayed:

2.

Click Next. The Display Summary window is displayed:

3. Add/Remove Display Criteria:a. To add a field:


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ii. Select desired fields to display and click OK.b. To remove a field, select it in the Display Summary grid and click Remove Field

.

4. Click Next. The Restrictions Summary dialog is displayed:

NOTE: Restr iction crit eria are used to narrow results. For example, entering Title

Like Test w il l only display pages wit h t he wor d Test in the t it le.

5. Add/Remove Restrictions:a. To add a restriction:


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6. To add an association restriction (optional), click Associate Restriction . TheAssociation Selector dialog is displayed:

NOTE: Associati ons are used w hen you want to associate tw o modules wi t h one

another.

7. Select the appropriate association and click OK.8. Click Next. The Sorting Summary dialog is displayed:

9. Add/Remove Sorting:a. To specify sorting in the report:


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Sort Field .


10.Click Next. The Name Custom Report dialog is displayed:

11.Select the Save search for future use checkbox and enter a report name (optional).12.Click Finish.13.If the report was saved, you may select it from the Report drop-down selector in the

Page list tab:


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Import RecordsNimbus makes it easy to import records from Microsoft Excel, CSV and TXT files. ImportRecords is supported in the following Nimbus modules: Contacts, Companies, Security

(Secure Users), Online Commerce (Products) and Event Marketing. The Contacts module willbe used as an example.

1. From the Users tab in the Contacts module, click Import Data or selectToolsImport Data from the top menu. The Import Contacts dialog is displayed:


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2. Click Select Source. Select a file and click Open. The Import Contacts dialog ispopulated with contact data:

3. Using the pull-down menu, map destination fields to their respective source fields.4. Field value maps are used when a source field contains multiple values. Using a field

value map allows the user to determine which source values are mapped to whichdestination values. Map field values (if necessary):

a. Click Field Value Map. The Field Value Map dialog is displayed:

b. Make your field value mapping selections and click OK.5. Global association allows the user to map all imported entries to a single record. Add

Global Association (if desired):


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a. Click Global Associations. The Global Associations dialog is displayed:

b. To add an association:i. Click Add Association and select the module you would

like to associate with. The Module Entry Selector is displayed:

ii. Select the desired entry and click OK.c. To remove a global association, select it in the Global Associations grid and click

Remove Association .

6. Click Import. The Import Completed dialog is displayed:

7. Click OK.8. Click Refresh to view the imported contacts in the Users tab.


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Export RecordsNimbus gives you the ability to export all record information from a list grid or saved report toa CSV or XML file for use outside of Nimbus. Export Records is supported in all Nimbusmodules. Pages (located within the Content Management module) will be used as an example.

1. From the Page list tab, click Export Data or select ToolsExport Data from the topmenu. The Export Data dialog is displayed:

2. Select the data to export (current view or a saved report).NOTE: I f you choose Nimbus Report, make sure to pick the report w ith t he report

selector butt on.3. Click Export. Enter a filename, select CSV or XML for the file type and click Save.

Mass MaintenanceAs time goes on, many things change and data is no exception. Mass Maintenance makes iteasy to update data in multiple places at the same time. For instance, say your companychanges its fax number. With Mass Maintenance, you can update this change in everyemployee record with a few clicks. But what if you only need to update certain records? Usethe restrictions section to specify which records are updated and which are not.

Mass Maintenance is supported in the following Nimbus modules: Content Management,Contacts, Companies, Security (Secure Users), E-Mail Marketing, Online Commerce, DigitalMedia Library and Event Marketing. The Contacts module will be used as an example.

1. From the Contacts module, select ToolsMass Maintenance. The Mass Maintenancedialog is displayed:


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ReportsWhile list grids display all records using the most common fields, there will be times when youneed to filter results and add/remove fields. Reports are used when customized recordinformation is desired. Reports are supported in all Nimbus modules. Pages (located withinthe Content Management module) will be used as an example.

Create Page Report

1. From the Page list tab, click Create Custom Report . The Custom Report Wizarddialog is displayed:


3. Enter the report name (required).NOTE:Subjectand Presentat ion Typecan only be modif ied in dashboard report s.


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4. Click Next. The Display Summary dialog is displayed:

5. Add/Remove display criteria:a. To add a field:


ii. Select desired fields to display and click OK.b. To remove a field, select it in the Display Summary grid and click Remove Field

.


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6. Click Next. The Restrictions Summary dialog is displayed:

NOTE: Restr iction crit eria are used to narrow results. For example, entering Title

Like Test w il l only display pages wit h t he wor d Test in the t it le.

7. Add/Remove restrictions:a. To add a restriction:




c. To add an association restriction (optional):i. Click Associate Restriction . The Association Selector dialog is

displayed:

NOTE: Associati ons are used w hen you w ant t o associate t w o modules

w ith one another.

ii. Select the appropriate association and click OK.


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8. Click Next. The Sorting Summary dialog is displayed:

9. Add/Remove sorting:a. To specify sorting in the report:



Sort Field .


10.Click Finish.


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View Page Repor t

1. From the Page list tab, select the report from the Reports drop-down menu:

Edit Page Report

1. From the Page list tab, select the report from the Reports drop-down menu:

2. Click Edit Report . The Report Wizard dialog is displayed:

3. Make the necessary changes and click Finish.

Add Page Report Short cutFor reports that are used on a regular basis, you can add a shortcut in the Reports section of thenavigation bar.


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1. From the Content Management module, click the Reports link in the navigation bar.The Select Filters dialog is displayed:

2. Select the desired report and click OK.

Manage All Reports

1. From the Page list tab, select ToolsManage Reports. The All Reports tab isdisplayed:

2. To edit a report:a. Select the desired report and click Open Detail . The Report Wizard dialog is

displayed:


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b. Make the necessary changes and click Finish.3. To delete a report:

a. Select the desired report and click Delete . The Delete Report dialog isdisplayed:

b. Click Yes.

Manage CategoriesCategories are used to help keep items organized. If multiple records dealt with hotelreservations, you would use a Hotel Reservation category to link them together. Eachcategory can contain multiple attributes and each attribute can contain multiple attributevalues. For example, say you are setting up an online reservation system for a hotel. You cancreate a page category called Room that stores all of the details about each room. WithinRoom you can create two attributes: one named Beds which stores the number of beds andanother named Smoking which designates whether or not it is a smoking room. Within theBeds attribute you can create the attribute values Queen and King, and within theSmoking attribute you can create the attribute values Smoking and Non-smoking.

Manage Categories is supported in the following Nimbus modules:Pages

,Companies

,Commerce (Products) and Event Marketing. Pages (located within the Content Managementmodule) will be used as an example.


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1. From the Content Management module, click the Manage Page Categories action link.The Manage Categories dialog is displayed:

2. Mange Page Categories:a. To add a page category:

i. Right-click Page Categories and select AddCategory. The PageCategory Detail dialog is displayed:

ii. Enter the Page category name and description.iii. Click OK.

b. To add a page category attribute:


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i. Right-click the desired page category and select AddAttribute. TheNew Field dialog is displayed:

ii. Enter the attribute name and description.iii. Select the field type and enter a default value (optional).iv. Select a display type. Always Display means the attribute will always

show up regardless of the value, Always Hide will always hide theattribute from the end user and Display if not empty will only displaythe attribute if it contains a value.

v. To add an attribute value:1. Click Add Valid Value . The Valid Value Detail dialog is

displayed:

2. Enter the attribute value code, description and long description.3. Click OK.

vi. To remove an attribute value, select it from the attribute values grid andclick Remove Valid Value .

vii. Click OK.c. To edit a page category/attribute:


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i. Right-click the desired page category or attribute and select Open Detail.The Page Category/Attribute Detail dialog is displayed:

ii. Make your modifications and click OK.d. To remove a page category/attribute:

i. Right-click the desired page category or attribute and select Delete. TheDelete Confirmation dialog is displayed:

ii. Click Yes.3. Click Close.

Manage RegionsWhen adding an address to a contact or company, you can specify one or more regions that areassociated with the new address. Manage Regions is supported in the following Nimbusmodules: Contacts and Companies. The Contacts module will be used as an example.


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1. From the Contacts module, click the Manage Regions action link. The Manage Regionsdialog is displayed:

2. Manage Regions:a. To add a region:

i. Right-click Regions and select Create Region. The Create NewRegion dialog is displayed:

ii. Enter the region name and description.iii. Click OK.

b. To edit a region:i. Right-click the desired region and select Open Detail.

ii. Make your modifications and click OK.c. To remove a region:


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i. Right-click the desired region and select Delete. The DeleteConfirmation dialog is displayed:

ii. Click Yes.3. Click Close.


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5

Cont ent Management SystemWith the Nimbus Content Management System (CMS), you can administer your website likeyou never thought possible. Nimbus makes it easy to view, edit and update web pages withoutknowledge of HTML.

The BasicsFrom a built-in HTML editor for simple web page modification to the ability to create RSS feeds,

Nimbus makes it easier to manage your website. Click the Content Management button onthe Nimbus navigation bar to display the Page Editor:

The Page Editor is comprised of the following parts:

1. CMS DashboardThe dashboard serves as the CMS homepage with quick links to commonly used itemsas well as detailed statistics.

2. Site Management TreeWeb pages are listed in a tree-like directory structure so users can quickly access any fileon the site.


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3. Menu BarUsers have quick access to all features of the CMS through the menu bar.

4. ToolbarUsers have quick access to some of the most common features of the CMS through thetoolbar.

5. Editor WindowOpen web pages display in the editor window.

What is HTML?Put most simply, HTML (Hyper Text Markup Language) is a set of instructions that tells acomputer how to display a web page. The documents themselves are plain text files (ASCII)with special tags or codes that a web browser knows how to interpret and display on yourscreen.

The great thing about Nimbus is that it will write HTML code for you! If you want to learn

more about HTML programming, go toW3Cs HTML page. The W3C (World Wide WebConsortium) develops the specifications and guidelines for internet technologies.

ADA Support The Americans with Disabilities Act (ADA) provides easier access to websites for the disabled.All pages created in Nimbus support a Text Only version that replaces images with theirAlternate Text tag. Images will be discussed in detail later in this section.NOTE: Media files are not support ed.
http://www.w3.org/MarkUp/http://www.w3.org/MarkUp/http://www.w3.org/MarkUp/http://www.w3.org/MarkUp/


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Creating a Page

1.Click New . The New Page Wizard is displayed:

2.Click Next. The Page Title and Location dialog is displayed:

3.Enter a title and location for your web page. When viewing your page from a browser,the title will appear at the top of the window. You may type in the location andfilename or click Browse to search for a location. Be sure to give your page a filename.The filename of an HTML document should always end in .html or .htm. ClickSave.


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8.Click Next. The Summary dialog is displayed:

9.Verify the information is correct. If it is not, click Back to return to a previous page andcorrect any errors. If everything is correct, click Finish.

Opening a Page

1. Locate the file to open in the Site Management bar:

2. Double-click on the filename and the document will open in the editing window.


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Check Out/InBefore making changes to a page you must first check it out. This process keeps multiple usersfrom editing the same page at the same time.NOTE: I n order t o successfully check in a file, make sure to close th e page before closing t he

Content Management tab.

Checkin g Out a PageOpening a page will automatically check it out. You can also check out a file through thefollowing steps:


2.

Right-click the file and select Check Out:

Checkin g I n a PageClosing a page will automatically check it in. You can also check in a file through the following

steps:


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2. Right-click the file and select Check In:

TextNimbus CMS allows you to have complete control over the text in your web page. You maychange the font, size, style, even the color of your text. There are several formatting options aswell, including indenting text, numbered lists and bulleted lists.

I nsert ing New TextIt is extremely simple to add new text to a web page in Nimbus.

1. Make sure you are in Normal mode:2. You will see a grey rectangular box which represents the main body of your web page.

This is the area into which you can add text.3. Click in the box and the blinking cursor will appear.4. You may choose how to display your text by using the text editing buttons located at the

top of the window:


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Font Style and Font Name: Use these pull down menus to choose a font andstyle for the text:

Font Size: Use this pull down menu to choose the size of the font:

Bold/Italic/Underline: Click on one or all of these buttons to bold, italicize, orunderline the text:

Justify: Use one of these buttons to left/center/right justify the text:

Numbered/Bulleted Lists: Use these buttons to create a numbered or bulletedlist:

Indent: Use these buttons to increase or decrease the indention of the text:

Text Color: Use this pull down menu to change the color of the text:

5. Type away!NOTE: You may also cut and paste text from another document directly into Nim bus.

You may need to reform at the text , since text f ormat ted for print w ill not look thesame on a web page.

Edit ing Existing Text1. Make sure you are in Normal mode:2. Highlight the text you wish to edit. Double-clicking will highlight a word. Triple-

clicking will highlight an entire paragraph.

3. If you wish to remove the highlighted text, press the delete key on your keyboard.4. You may choose how to display your text by using the text editing buttons located at the

top of the window:

Font Style and Font Name: Use these pull down menus to choose a font andstyle for the text:

Font Size: Use this pull down menu to choose the size of the font:


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Bold/Italic/Underline: Click on one or all of these buttons to bold, italicize, orunderline the text:

Justify: Use one of these buttons to left/center/right justify the text:

Numbered/Bulleted Lists: Use these buttons to create a numbered or bulletedlist:

Indent: Use these buttons to increase or decrease the indention of the text:

Text Color: Use this pull down menu to change the color of the text:

5. Type the new text.

Cut/ Copy/ PasteThe cut/copy/paste functions work in exactly the same way that they do in most wordprocessing software. To use these functions, you may use the menu buttons:

or the common keyboard shortcuts: Ctrl-X (cut), Ctrl-C (copy) and Ctrl-V (paste). Thesefunctions work with text, images and even tables.

Cut

1. Select the text/image/table you wish to cut.2. Click Cut . The item will disappear and will be added to the clipboard.

Copy

1. Select the text/image/table you wish to copy.2. Click Copy . The item you selected will remain and will be added to the clipboard.

Paste

1. Click at the location you wish to paste. The blinking cursor will appear.2. Click Paste . The text stored in the clipboard will be placed in the indicated location.


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Text Color

1. Locate Text Color on the right of the text editing buttons at the top of the window.Click on the small black arrow on the right of the button. The Color Palette is displayed:

2. Pick a color from the palette. Notice that the line underneath the A now appears inthe color you chose.

3. Click Text Color (the A).4. If you are inserting new text, click where you want to put it. Begin typing and the text

will appear in your new color.

5. If you are changing existing text, click anywhere in the word. Then, click on the Abutton. The word will change to your chosen color. To change more than one word,highlight the text you want to change and click the A button.

Numbered List

Create a new numbered list

1. Click Numbering located in the text editing buttons at the top of the window.2. You will notice that a 1. appears. Type in your first list item.3. Press Enter on your keyboard. This will automatically move the cursor to the next line

and create the next sequential entry.

4. When your list is completed, press the Numbering button and you will be removed fromlist mode.

Create a numbered list from existing text

1. Highlight the paragraph you wish to transform into a numbered list.2. Click Numbering located in the text editing buttons at the top of the window.3. The paragraph becomes a numbered list.

Bulleted List

Create a new bulleted list

1. Click Bullets located in the text editing buttons at the top of the window.


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2. You will notice that a bullet appears. Type in your first list item.3. Press Enter on your keyboard. This will automatically move the cursor to the next line

and create the next bulleted entry.

4. When your list is completed, press the Bullets button and you will be removed from listmode.

Create a bulleted list from existing text

1. Highlight the paragraph you wish to transform into a bulleted list.2. Click Bullets located in the text editing buttons at the top of the window.3. The paragraph becomes a bulleted list.

I ndenting Text

Indent Text

1. Click anywhere in the paragraph you wish to be indented.2. Click Increase Indent located with the text editing buttons at the top of the window.3. The text will indent to the right.

Decrease Indent

1. Click anywhere in the paragraph you wish to decrease the indention.2. Click Decrease Indent located with the text editing buttons at the top of the window.3. The text will decrease indent.

I nsert ing a BreakA break is like a carriage return on a typewriter; it causes the current line of text to end.Whatever follows will begin on the next line.

1. Placethe blinking cursor where you would like to insert the break by clicking at theappropriate spot.

2. Select InsertBreak from the top menu. You may also use the keyboard shortcut(Shift-Enter).

3. The break will appear at your chosen location.NOTE: Using t he keyboard short cut Shift-Enterw ill create a single line break.

Pressing Enteralone will create a new paragraph, resulting in a larger break.

I nsert ing a Horizontal RuleA horizontal line is a straight line that is one pixel tall, and runs the width of your web page. Itcan be used to separate sections of a page.

1. Place the blinking cursor where you would like to insert the horizontal rule by clickingat the appropriate spot.


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2. Select InsertHorizontal Line from the top menu.3. The horizontal rule will appear at your chosen location.

I nsert ing a Symbol

Symbols are those out of the ordinary characters that you cant find on a normal keyboard.Some examples of common symbols are the registered trademark sign (), the copyright sign(), mathematical symbols (), and accented letters ().

1. Place the blinking cursor where you would like to insert the symbol by clicking at theappropriate spot.

2. Select InsertSymbol from the top menu. The Symbol window is displayed:

3. Select the symbol you would like to insert and click Insert.4. Click Close. The symbol will appear at you chosen location.

TablesTables can be used to organize data into rows and columns. They are also increasingly used asa way of arranging text and graphics on a page. Here is an example of a table with 3 rows.Each row is divided into cells:

As you can see, text can easily be placed within a table cell. Images can also be placed within a

table cell:

row 1 cell 1 row 1 cell 2 row 1 cell 3 row 1 cell 4




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Dont like the border? Take it out!

As you can see, tables can be very useful in the design and layout of a page.

I nsert ing a New Table

1. Click Insert Table or select InsertTable from the top menu. The Table Propertieswindow is displayed:

2. Specify the size of the table by selecting the number of rows and columns.3. Specify the layout of the table:

Alignment: This will define where the table will be placed horizontally on thepage. Choose from Left, Center or Right.


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Border Size: The size of the border (in pixels) surrounding the table. For noborder, enter 0.

Cell Padding: The amount of space (in pixels) inserted between the border of thecell and the contents of the cell.

Cell Spacing: The amount of space (in pixels) inserted between individual cellsin the table.

Specify width: If this box is checked, you may specify the width of the table inpixels or percent. Percent represents the total percent of the window size. Forexample, 100% would span the entire width of the page while 50% would onlyspan half the page. If this box is unchecked, the size of the table will varydepending on the contents within the cells.

4. Click OK.

Editing an Existing Table

1. Right-click anywhere on the table you wish to edit and select Table Properties:


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2. The Table Properties window is displayed. From this window, you may change thetables properties:

3. Edit Layout Properties: Alignment: This will define where the table will be placed horizontally on the

page. Choose from Left, Center or Right.

Cell Padding: The amount of space (in pixels) inserted between the border of thecell and the contents of the cell.

Cell Spacing: The amount of space (in pixels), inserted between individual cellsin the table.

Specify width or Specify height: If this box is checked, you may specify thewidth (or height) of the cell in pixels or percent. Percent represents the totalpercent of the table size. For example, 100% would span the entire width (orheight) of the table while 50% would only span half the table. If this box isunchecked, the size of the cell will vary depending on the contents.

4. Edit Border Properties:

Size: The size (in pixels) of the border around the table. For no border, enter 0. Color: The color of the border. Light Border: Colors the top and left border lines. Dark Border: Colors the bottom and right border lines.

5. Edit Background Properties: Color: The color of the space inside the borders.


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Use background image: Check this box if you wish to place an image in thebackground of the table. You may type in the location of the image or clickBrowse to choose an image from the Select Image window.

6. Click OK.

Edit ing a Table Cell

1. Right-click on the cell you wish to edit and select Cell Properties:

2. The Cell Properties window will appear. From this window you may change the cellsproperties:

3. Edit Layout Properties: Horizontal Alignment: This will define where the contents of the cell will be

placed horizontally within the cell. Choose from Left, Center or Right.


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Vertical Alignment: This will define where the contents of the cell will be placedvertically within the cell. Choose from Top, Middle, Bottom or Baseline.

Rows Spanned: Choose 2 or more to combine the cell with the cell(s) underneaththe current cell.

Columns Spanned: Choose 2 or more to combine the cell with the cell(s) to theright of the current cell.

Specify width or Specify height: If this box is checked, you may specify thewidth (or height) of the cell in pixels or percent. Percent represents the totalpercent of the table size. For example, 100% would span the entire width (orheight) of the table while 50% would only span half the table. If this box isunchecked, the size of the cell will vary depending on the contents.

Header Cell: If this box is checked, all text placed within will be bold andcentered.

No Wrap: If this box is checked, the text placed within will not wrap. That is, nomatter how much text is there it will continue on a single line, stretching thetable out.

4. Edit Border Properties: Color: The color of the border. Light Border: Colors the top and left border lines. Dark Border: Colors the bottom and right border lines.

5. Edit Background Properties: Color: The color of the space inside the borders. Use background image: Check this box if you wish to place an image in thebackground of the table. You may type in the location of the image or click

Browse to choose an image from the Select Image window.

6. Click OK.


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I nsert ing/ Deleting a Row

Insert a new row

1. Right-click on a row and select Insert Row:

2. A new row will appear above the selected row.Delete a row

1. Right-click on the row you wish to delete and select Delete Row:

2. The row will disappear.

I nsert ing/ Deleting a Column

Insert a new column

1. Right-click on a column and select Insert Column:

2. A new column will appear above the selected column.


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Delete a column

1. Right-click on the column you wish to delete and select Delete Column:

2. The column will disappear.

Delet ing a cell

1. Right-click on the cell you wish to delete and select Delete Cell:

2. The cell will disappear.

Split ti ng a cell

1. Right-click on the cell you wish to split and select Split Cell:

2. The cell will split into 2 cells.


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ImagesImages are a vital part of any web page. Who wants to look at a page of text? Nimbus makes itsimple to place images onto your web page.

I nsert ing an I mage

1. Click Insert Picture or select InsertPicture from the top menu. The Select Imagewindow is displayed:

2. Locate and select the correct image file. Scroll through the list of images. If the file youwant is not there, it may be in one of the folders shown on the left side of the window.Click on one of the folders and continue searching.

3. Click Open. The image will be placed on your page.

Editing I mage Properties

1. Right-click on the image and select Image Properties:


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2. The Image Properties window is displayed:

3. Edit the image properties: Picture Source: The source of the picture file. You may type in a new source or

browse to find the new location.

Alternate Text: The text entered here will appear when the user holds the pointerover the image. In addition, if a user accesses an ADA-compliant text onlyversion of the page, the image will be replaced with this text.

Layout:Specify Size: Check this box if you wish to set the size of the image. Use

the Width and Height fields to change the image size. If unchecked, theimage size will default to the original size.

Preserve Aspect Ratio: Allows you to change the aspect ratio of an image.Uncheck this box and you may set the Width and Height fields toanything you wish which will stretch or shrink the image.

Horizontal Spacing: Used for placing empty horizontal space to each sideof an image. Enter the space in pixels.

Vertical Spacing: Used for placing empty vertical space above and belowan image. Enter the space in pixels.

Border: The size of the border around the image (in pixels).Alignment: Determines where the image will be placed on its line.

Choose from left, right, bottom, middle or top.

4. Click OK.


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LinksLinks, or hyperlinks, are essential to any website. Very few sites consist of only a single page.So how do you get to a new page? With a link, of course! Nimbus makes it simple to add textlinks to your page. You can even make an image into a link. Your links can go to a new page,link to somewhere on the same page, or even send an e-mail.

Creati ng a Text Link

1. Highlight the text you wish to make a link.2. Click Hyperlink or select InsertHyperlink from the top menu. The Hyperlink

window is displayed:

3. The text which you highlighted should appear in the line labeled Text to display. If youwish to change this text you may do so here.

4. On the left side of the Hyperlink window you may choose the type of link: Existing File or Web Page: This type of link will take the user to a new page. In

the Type of address pull down menu, select Defualt. Next, type in the filenameor web address of the page you wish to link to. You may also select the pagefrom the list provided.

Places In This Document: This type of link will take the user to a different placeon the current page. Choose either topLink or bottomLink. This type of link isused most often for Back to top links.

E-mail Address: This type of link will open your e-mail client and create a new e-mail addressed to whomever you wish. Under E-mail address typemailto:address here. Replace address here with the appropriate e-mail address.Under subject, type in what you wish the subject of the e-mail to be, or leave itblank if so desired.


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Advanced Options: This section allows the user to specify link targets andOnClick support.

5. Click OK.

Creati ng an I mage Link 1. First, insert the image onto your page.2. Right-click on the image and select Hyperlink:

3. The Hyperlink window is displayed:

4. Notice that in the Text to display field is the phrase .5. On the left side of the Hyperlink window you may choose the type of link:

Existing File or Web Page: This type of link will take the user to a new page. Inthe Type of address pull down menu, select Defualt. Next, type in the filenameor web address of the page you wish to link to. You may also select the pagefrom the list provided.


E-mail Address: This type of link will open your e-mail client and create a new e-mail addressed to whomever you wish. Under E-mail address typemailto:address here. Replace address here with the appropriate address. Under


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subject, type in what you wish the subject of the e-mail to be, or leave it blank ifso desired.


6. Click OK.

Edit ing a Link

1. Right-click anywhere on the link and select Edit Hyperlink:

2. The Hyperlink window is displayed:

3. On the left side of the Hyperlink window you may choose the type of link: Existing File or Web Page: This type of link will take the user to a new page. In

the Type of address pull down menu, select Defualt. Next, type in the filenameor web address of the page you wish to link to. You may also select the pagefrom the list provided.


E-mail Address: This type of link will open your e-mail client and create a new e-mail addressed to whomever you wish. Under E-mail address typemailto:address here. Replace address here with the appropriate address. Under


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subject, type in what you wish the subject of the e-mail to be, or leave it blank ifso desired.


4. If you wish to remove the link, click Remove Link.5. Click OK.

Media FilesText is the basic element of web pages; it conveys the message in an effective, yet primitive way.Then images are added to enhance the aesthetic quality of the web page. Most designers stophere but if you want to add that extra kick then media files are the way to go. Media files aremovies that play animated graphics and/or streaming video which can be viewed on a webpage. Nimbus has built-in support to handle Adobe Flash, Apple QuickTime and WindowsMedia files.

I nsert ing a Flash File

1. Select InsertFlash from the top menu. The Insert Flash Object window is displayed:

2. Click Browse to view the Select Resource window.3. Select a Flash file and click Open.4. Specify the layout and color of the Flash object:

Alignment: This will define where the Flash object will be placed on the page. Border Thickness: The size (in pixels) of the border around the Flash object. For

no border, enter 0.


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Border Color: The color of the border around the Flash object. H-Space: The size (in pixels) of the horizontal space around the Flash object. V-Space: The size (in pixels) of the vertical space around the Flash object. AutoPlay: When checked, the Flash file will begin playing automatically. Loop: When checked, the Flash file will continue to loop.

5. Click OK.

I nsert ing a QuickTime File

1. Select InsertQuickTime from the top menu. The Insert QuickTimeObject windowis displayed:

2. Click Browse to view the Select Resource window.3. Select a QuickTime file and click Open.4. Specify the layout and color of the QuickTime object:

Alignment: This will define where the QuickTime object will be placed on thepage.

Border Thickness: The size (in pixels) of the border around the QuickTimeobject. For no border, enter 0.

Border Color: The color of the border around the QuickTime object. H-Space: The size (in pixels) of the horizontal space around the QuickTime

object.

V-Space: The size (in pixels) of the vertical space around the QuickTime object. AutoPlay: When checked, the QuickTime file will begin playing automatically.


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Loop: When checked, the QuickTime file will continue to loop.5. Click OK.

I nsert ing a Window s Media File

1. Select InsertWindows Media from the top menu. The Insert Windows MediaObject window is displayed:

2. Click Browse to view the Select Resource window.3. Select a Windows Media file and click Open.4. Specify the layout and color of the Windows Media object:

AutoPlay: When checked, the Windows Media file will begin playingautomatically.

Show Controls: When checked, the Windows Media controls will display withthe file.

5. Click OK.

Check SpellingOnce your web page is in its final state, it is a good idea to run spell checker to make sure thereare no overlooked spelling errors.


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Run Spell Checker

1. Select ToolsCheck Spellingfrom the top menu. The Check Spellingwindow isdisplayed:

2. If spelling errors are found:a. Review the spelling error.

i. If you would like to change the word once, click Change Once.ii. If you would like to change every instance of the word in the web page,

click Change All.

iii. If you would like to ignore the word once, click Ignore Once.iv. If you would like to ignore every instance of the word in the web page,

click Ignore All.

v. If you would like to add the word to the dictionary, click Add toDictionary.

NOTE:Adding a wor d to t he dictionary w ill no longer label t he word asa spelling err or.

b. When finished, click OK.3. If spelling errors are not found:

a. The Spell Check Complete dialog is displayed:

b. Click OK.


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StagingWhen you have finished creating your web page, you need a medium in which to publish it onyour website. This is where staging comes in. Staging takes the working draft version of thefile and publishes it to a live website.

Staging a PageThis is useful when staging one or two pages. To stage an entire folder, skip to the next section.

1. In the Site Management section of your browser window, navigate to the file you wishto stage:

2. Right-click the file and select Stage Page:

3. Click OK.


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Staging a Folder

1. In the Site Management section of your browser window, navigate to the file you wishto stage:

2. Right-click the folder and select Stage Folder:

3. Click OK.

Site NavigationSite Navigation is to a website what a steering wheel is to a car: without it, it's extremelydifficult to get around. It is a central location for all links on a website that provides easy accessfor any user looking for information.


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Adding a Sit e Navigation I t em

1. Click the Edit Site Navigation link on the Dashboard or select ToolsEdit Navigationfrom the top menu bar. The Site Navigation Editor window is displayed:

2. Click Add Nav Item. The Add Navigation Item window is displayed:

3. Specify the details of the navigation item: Navigation Text: The text entered here will display as a link in the navigation

bar.


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Navigation URL: When clicked, the navigation item will redirect to the web pageentered here. If you do not know the URL path, click Hyperlink to browse.

Open in New Window: When checked, the web page entered in the NavigationURL will open in a new browser window.

Navigation Image Path: This will display an image in the navigation bar insteadof text. If you do not know the image path, click Insert Picture to browse. Navigation Rollover Image Path: This image appears in the navigation bar when

the user places the mouse cursor on the image (i.e. rolls over the image). If you

do not know the image path, click Insert Picture to browse.

Navigation Separator: When checked, this adds a divider bar between links. Display in Navigation: When checked, the item is displayed in the navigation

menu (it is recommended to always leave this checked).

Display in Site Map: When checked, the item is displayed in the site map (it isrecommended to always leave this checked).

4. Click OK.

Edit ing a Sit e Navigation I t em

1. Select a current link from the Site Navigation Editor window and click Edit Nav Item.The Edit Navigation Item window is displayed:

2. Modify the details of the navigation item: Navigation Text: The text entered here will display as a link in the navigation

bar.


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Navigation URL: When clicked, the navigation item will redirect to the web pageentered here. If you do not know the URL path, click Hyperlink to browse.

Open in New Window: When checked, the web page entered in the NavigationURL will open in a new browser window.

Navigation Image Path: This will display an image in the navigation bar insteadof text. If you do not know the image path, click Insert Picture to browse. Navigation Rollover Image Path: This image appears in the navigation bar when

the user places the mouse cursor on the image (i.e. rolls over the image). If you

do not know the image path, click Insert Picture to browse.

Navigation Separator: When checked, this adds a divider bar between links. Display in Navigation: When checked, the item is displayed in the navigation

menu (it is recommended to always leave this checked).

Display in Site Map: When checked, the item is displayed in the site map (it isrecommended to always leave this checked).

3. Click OK.

Removing a Sit e Navigation I tem

1. Select a current link from the Site Navigation Editor window and click Remove NavItem. The Remove Navigation Item Dialog window is displayed:

2. Click OK.

I ndenting/ Outdenting a Sit e Navigation I tem

1. Select a current link from the Site Navigation Editor window and click Indent/Outdent.

Moving Up/ Down a Site Navigati on I tem

1. Select a current link from the Site Navigation Editor window and click Move Up orMove Down.


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RSS FeedsRSS Feeds are becoming more and more popular with users who want their information quicklyand concisely. An RSS Feed (which stands for Really Simple Syndication) stores popular newsand other information in an XML file. This file is accessed by feed readers (or aggregators)which display the information in a standardized format.

Adding an RSS Feed I t em

1. Click the Edit Site RSS Feeds link on the Dashboard or select ToolsEdit RSS Feedsfrom the top menu bar. The RSS Feed Editor window is displayed:

NOTE:To creat e a new RSS Feed, cli ck Creat e Newand populat e the File Descript iontex t f ield. To modif y an existing RSS Feed, click Load RSSand choose from th e Select

RSS File dialog box.

2. Click Add Item.3. Specify the details of the RSS feed item:

Display Text: This is the title of your RSS entry. The text entered here willdisplay in the RSS Features section of the editor.

Item URL: This provides a link to the full entry. When the item title is clicked,the user will be redirected to the web page entered here.

Description: Write a short summary of your RSS feed item here. The first 1-2sentences are typically used.

4. Click Apply.


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Edit ing an RSS Feed I t em

1. Selectan item from the RSS Features window and click Edit Item:

2. Modify the details of the RSS feed item: Display Text: This is the title of your RSS entry. The text entered here will

display in the RSS Features section of the editor.

Item URL: This provides a link to the full entry. When the item title is clicked,the user will be redirected to the web page entered here.

Description: Write a short summary of your RSS feed item here. The first 1-2sentences are typically used.

3. Click Apply.

Removing an RSS Feed I t em

1. Selectan item from the RSS Features window and click Remove Item. The RemoveRSS Item Dialog window is displayed:

2. Click OK.


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Moving Up/ Down an RSS Feed I t em

1. Select an item from the RSS Features window and click Move Item Up or Move ItemDown.

View PagesOnce pages are created with the Page Editor, you can view them in a grid-based list.

1. From the Content Management module, click the Show Pages filter link. The Page listtab is displayed:


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Edit Page PropertiesPage properties provides a central location to view and modify all page-related data.

1. From the Page list grid, double-click the desired page. The Page Detail tab is displayed:

2. Enter a new page title (if desired) and review general information in the Page Propertiestab.


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3. Click Page Resources. The Page Resources tab is displayed:

NOTE: Resources are image and document fil es th at can be associat ed w it h one or

mor e module item. For example, a resource image can be associated wi th bot h a

CMS page and a cont act. You can manage resour ces in t he Digit al Media Library.

4. Add/Remove Page Resources:a. To add a resource:

i. Click Add Resource . The Associate Resources dialog isdisplayed:

ii. Select a resource and click OK.b. To remove a resource, select it from the Page Resources grid and click

Remove Resource .


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6. Add/Remove Page Categories:a. Click Add/Remove Categories. The Add/Remove Categories dialog is

displayed:

b. Add or remove categories and click OK.


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7. Click Contributors. The Contributors tab is displayed:

NOTE: Cont ribu t ors are contacts (users) th at aut hor specific pages.

8. Add/Remove Contributors:a. To add a contributor:

i. Click Add Contributor . The Select Contacts dialog is displayed:

ii. Select a contact and click OK.b. To remove a contributor, select it from the Contributors grid and click Remove

Contributor .

c. To edit a contributor, Select it from the Contributors grid and click Open userrecord in CRM . Make the necessary changes and click Save .


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9. Click Preview Page to view the web page as it will be displayed in a web browser:

10.Click Save.

Find and ReplaceWhile editing a web page in Nimbus, you can run Find and Replace to make changes withinthat file. But what happens when your desired change affects every web page in your site?Instead of opening every file, Nimbus has a global Find and Replace feature so you can makethese changes quickly and easily.

1. From the Content Management module, click the Find and Replace action link. TheFind and Replace dialog is displayed:

2. To find a word or phrase:a. Select the Find radio button.


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b. Type the word or phrase you wish to find in the Find What field.c. Check Match Case to match the exact case of search term (if desired).d. Check Match Whole Word to match the entire word or phrase of search term (if

desired).

3. To replace a word or phrase:a. Select the Find and Replace radio button.b. Type the word or phrase you wish to replace in the Find What field.c. Type the word or phrase you wish to replace it with in the Replace With field.d. Check Match Case to match the exact case of search term (if desired).e. Check Match Whole Word to match the entire word or phrase of search term (if

desired).

4. Click OK. The Number of Records Found dialog is displayed:

5. Click OK. The Find Results tab is displayed with the results:

Inject ContentWhat about if you need to completely replace data in multiple web pages? You can use thecontent injector. Most websites consist of many web page templates which are selected by theuser in the New Page Wizard as a starting point for creating a new page. Each template has

multiple editable regions where users can input new data. By specifying which template andeditable region to modify, every web page in the site can be updated simultaneously.

1. From the Content Management module, click the Inject Content action link. TheEstablish Single User Mode dialog is displayed:


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NOTE: Single user mode is ty pically used by the system adm inistr ator t o lock out

other users while making system changes. I t must be activat ed in order t o keep

anyone else from modifying w eb pages during content i njection.

2. Click Yes. The Single User Mode Activated dialog is displayed:

3. Click OK. The Content Injector dialog is displayed:

4. Select the web page template and corresponding editable region to modify. Enter thenew content and click OK. The Content injection Success / End Single User Modedialog is displayed:

NOTE: Make sure t o end single user mode aft er content inj ection so other users can

login to Nim bus.


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5. Click Yes. The Single User Mode End dialog is displayed:

6. Click OK.

Import DocumentThe document importer allows you to import Microsoft Word and Adobe PDF files into theCMS module. These files can then be linked within web pages if desired.

1. From the Content Management module, click the Import Document action link. TheImport Document dialog is displayed:

2. Select the desired document and click Import Document.


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3. The document is imported and listed in the Page Detail tab:


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6

ContactsContacts are essentially users that do not need access to Nimbus (these are called Secure Usersand are covered in the Security module). Contacts can be employees of a company, studentsattending a school, or a list of customers. Contacts are an integral part of Nimbus and necessaryfor organizations to keep track of. Click the Contacts button on the Nimbus navigation bar todisplay the Contacts module:


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New Contact1. From the Contacts module, click the Create Contact action link. The New Contact

Wizard dialog is displayed:


3. Enter contact general information (first and last name are required).4. Add/Remove addresses:

a. To add an address:


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i. Click New . The New Address dialog is displayed:

ii. Enter address information and click Select Regions. The ManageRegions dialog is displayed:

NOTE: Regions are covered in t he Manage Regionssection of t heGlobal Act ionsmodule.

iii. Select a region and click OK.iv. Click OK.

b. To remove an address, select it from the Addresses grid and click RemoveAddress .


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5. Click Next. The Bio dialog is displayed:

6. Enter the contacts biographical information.7. Click Next. The Associated Digital Resources dialog is displayed:

NOTE: Resources are image and document fil es th at can be associat ed w it h one or

mor e module item. For example, a resource image can be associated wi th bot h a


8. Add/Remove Resources:a. To add a resource:


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i. Click Add Resource . The Associate Resources dialog is displayed:

ii. Select a resource and click OK.b. To remove a resource, select it from the Contact Resources grid and click

Remove Resource .

c. To edit a resource, select it from the Contact Resources grid and click OpenDetail . Make the necessary changes and click Save .

d. To make a resource image the default image, select it from the Contact Resourcesgrid and click Make default .

9. Click Next. The Affiliations dialog is displayed:

NOTE: Cont acts can be affiliat ed wit h mul ti ple companies and posit ions. This is very

useful w hen organizing employees by their depart ment/ positi on.

10.Add/Remove Companies:a. To add a company:


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i. Click New Company . The Module Entry Selector is displayed:

ii. Select the desired company and click OK.b. To remove a company, select it from the Companies grid and click Remove

Company .

11.Add/Remove Positions:a. To add a position:

i. Click New Position . The Module Entry Selector is displayed:

ii. Select the desired position and click OK.b. To remove a position, select it from the Positions grid and click Remove Position

.


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12.Click Next. The Demographics dialog is displayed:

NOTE: A demographi c is used to describe something about a contact. I f you want edto group users that enjoy Baseball, you can create a demogr aphic called Likes

Baseball.

13.Add/Remove Demographics:a. To add a demographic:

i. Click New Demographic . The Select Demographics dialog isdisplayed:

ii. Select the desired demographic and click OK.b. To remove a demographic, select it from the Demographics grid and click

Remove Demographic .


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14.Click Next. The Subscriptions dialog is displayed:

NOTE: Cont acts can subscribe to pr oducts & services creat ed in t he Online Commerce

module.

15.Add/Remove Subscriptions:a. To add a subscription:

i. Click New Subscription . The Select Subscription dialog is displayed:

ii. Select the desired subscription and click OK.b. To edit a subscription, select it from the Subscriptions grid and click Open Detail

. Make the necessary changes and click Save .

c. To remove a subscription, select it from the Subscriptions grid and click RemoveSubscription .


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16.Click Next. The Summary dialog is displayed:

17.Verify information is correct and click Finish.18.Click Refresh to view the new contact in the Users tab.

Edit Contact1. From the Users tab, double-click the desired contact. The Contact Detail tab is

displayed:

2. Using the New Contact Wizard in the previous section as your guide, make anynecessary changes.NOTE: Comm unications are covered in th e E-Mail Marketingmodule.

3. Click Save .


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Manage DemographicsDemographics are used to describe something about a contact. If you wanted to group usersthat enjoy Baseball, you can create a demographic called Likes Baseball.

1. From the Contacts module, click the Manage User Demographics action link. TheDemographics tab is displayed:

2. Manage Demographics:a. To add a demographic:

i. Click New . The Demographic Attribute dialog is displayed:

ii. Enter required information.iii. Add a valid value (optional):


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1. Click Add Valid Value . The Valid Value Detail dialog isdisplayed:

2. Enter value information (Code and Description are required).3. Click OK.

iv. Associate a demographic category (optional):1. Click Demographic Category Selector . The Categorize

Demographics dialog is displayed:

2. Select the desired demographic category and click OK.v. Click OK.

b. To edit a demographic, select it from the Demographics grid and click OpenDetail . Make the necessary changes and click Save .

c. To delete a demographic:i. Select the desired demographic from the Demographics grid and click

Delete . The Delete Confirmation dialog is displayed:

ii. Click Yes.


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7

SecurityThe Security module determines who has access to Nimbus and what tasks they can perform.While a Contact is merely a person, a Secure User is a person who can physically login andmake changes to Nimbus. Click the Security button on the Nimbus navigation bar to displaythe Security module:

Single User ModeWhile performing major changes to Nimbus, the administrator will want to make sure nobodycan login. Single user mode allows the administrator to lock out all users while the changes areimplemented.


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Ent ering Single User Mode

1. From the Current users tab, click the Establish Single User Mode action link. TheSingle User Mode Established dialog is displayed:

2. Click OK.3. If users are already logged in, contact them manually and ask them to logout. If you

cannot reach them, you may manually log them out by selecting the user in the Currentusers grid and clicking Force Logout or the Force Logout action link.

Endin g Single User Mode

1. From the Current users tab, click the End Single User Mode action link. The SingleUser Mode Ended dialog is displayed:

2. Click OK.

New Security RoleBefore creating secure users, you must define which actions to allow and deny for these users.Security roles allow the administrator to determine what secure users can and cannot do inNimbus.


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1. From the Security module, click the Create Role action link. The New Role dialog isdisplayed:

2. Enter the Role name (required) and description.3. Select the role type.

NOTE: Select User-definedto create a user-defined rol e or Systemto cr eate a systemrole w hich cannot be deleted.

4. From the Role Permissions tab, check all actions that you would like to add to the role.All remaining actions will be denied to users associated with the role.

5. If secure users already exist, select the Role Members tab (if not proceed to step 7):

6. Add/Remove Secure Users:a. To add a secure user:


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i. Click Add Role Member . The Select User dialog is displayed:

ii. Select a secure user and click OK.b. To remove a secure user, select the desired user from the Role Members grid

and click Remove Role Member .

7. Click OK.

Edit Security Role1. From the Security Roles tab, double-click the desired security role. The Role Detail tab

is displayed:

2. Using the previous section as your guide, make any necessary changes.3. Click Save .


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New Secure UserCreating secure users allows contacts to login and perform tasks within Nimbus.

Creat ing a New Secure User

1. From the Security module, click the Create Nimbus User action link. The CreateNimbus User dialog is displayed:

2. Click Next. The General Information page is displayed:

3. Enter the first name, last name and e-mail address of the secure user (all fields arerequired).


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i. Click Associate Role . The Select Role dialog is displayed:

ii. Select a role and click OK .b. To remove a role, select it in the Security Roles grid and click Disassociate Role

.

8. Click Next. The Summary page is displayed:

9. Verify information is correct and click Finish.10.Click the View Nimbus Users filter link to view the new secure user. If the Nimbus

Users tab is already open click Refresh .

Conver ti ng an Exi sting Cont act t o a Secure User

1. From the Nimbus Contacts module, open the desired contact detail tab and click theCreate Nimbus User action link. From there, follow the steps in the Creating a NewSecure User section.


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Edit Secure User1. From the Security Roles tab, double-click the desired secure user. The User Security

Detail tab is displayed:

2. Using the Create Nimbus User Wizard in the previous section as your guide, make anynecessary changes.

3. Click Save .


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8

E-Mail MarketingThe E-Mail Marketing module enables you to easily stay in contact with your customers. Usetokens to personalize your newsletter and view tracking information to see how manycustomers read your newsletter. Click the E-Mail Marketingbutton on the Nimbus navigationbar to display the E-Mail Marketing module:

New Recipient GroupBefore sending a newsletter, it is suggested that a recipient group be created. Recipient groupsdetermine who will receive the newsletter. It is possible to bypass recipient groups andmanually paste e-mail addresses into the Newsletter Wizard but tokens will not be accessible.The suggested approach is to first create a recipient group and then send a newsletter to therecipient group.


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ii. Select a field to filter by and click OK.NOTE: E-m ail Like company.com w ill add all users w ith

company.com in t heir e-m ail address.

b. To remove a restriction, select it in the Selection Criteria grid and click RemoveRestriction .

5. The recipient group can be associated with or not associated with other modules. Toadd an association restriction (optional):

a. click Add Association Restriction . The Association Selector dialog isdisplayed:

b. Select the appropriate association and click OK.6. Click Next. The Token Selection page is displayed:

7. Add/Remove Tokens:a. To add a token:


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i. Click Add Token . The Token Selector dialog is displayed:

ii. Select tokens and click OK.NOTE: Select First Namei f you w ould like to use the recipients firstname in the communication.

b. To remove a token, select it in the View Criteria grid and click Remove Token .8. Click Next. The Summary page is displayed:

9. Verify information is correct and click Finish.10.Click the Show Recipient Groups filter link to view the recipient group. If the

Recipient Groups tab is already open click Refresh .


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Edit Recipient Group1. From the Recipient Groups tab, double-click the desired recipient group. The Recipient

Group Wizard dialog is displayed:

2. Using the Recipient Group Wizard in the previous section as your guide, make anynecessary changes.

3. Click Finish.

Send NewsletterYou can send a newsletter to any recipient group or paste in a list of recipients.

1. From the E-Mail Marketingmodule, click the New Newsletter action link. The NewNewsletter Wizard dialog is displayed:


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2. Click Next. The Basic Details page is displayed:

3. Enter the newsletter subject and who it is from (both fields are required).4. Select a source file for the newsletter. This can be a staged CMS Page, a file from the

Server hard drive or manually inserted HTML. For CMS Page, select the file and clickDownload and validate file.

5. Click Next. The Recipient Lists page is displayed:

6. To send to all recipient groups, select All Recipients radio button.7. To send to specific recipient groups:


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a. Select Specific Group(s) radio button and click Add. The Select RecipientGroups dialog is displayed:

b. Select a recipient group and click OK.8. To enter e-mail addresses manually:

a. Click Manually Enter Recipients. The Manually Entered List dialog isdisplayed:

b. Enter a name for the list, enter e-mail addresses separated by a newline, comma,tab or semi-colon and click OK.


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9. Click Next. The Content Editingpage is displayed:

10.Right-click at the desired location to insert tokens (if desired):

NOTE: Manually enter ed lists do not have any tok ens.

11.Click Next. The Schedulingpage is displayed:


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12.Set scheduling parameters.13.Click Next. The Summary page is displayed:

14.To test the newsletter before sending it to recipients, click Test Newsletter. A testnewsletter will be sent to the e-mail address in your account.

15.Verify information is correct and click Finish.16.Click the Show Newsletters filter link to view the new newsletter. If the Newsletters

tab is already open click Refresh .


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New Product1. From the Online Commerce module, click the New Product action link. The New

Product Wizard dialog is displayed:

2. Click Next. The Product Type page is displayed:

3. Select the product type (Merchandise, Digital Media, Services or Event Registration).


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4. Click Next. The Product Name page is displayed:

5. Enter the product name (required).6. Click Next. The Product Description page is displayed:

7. Enter the product description.


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8. Click Next. The Product Manufacturer page is displayed:

9. Add/Remove Manufacturers:a. To add a manufacturer:

i. Click Company Selector . The Select Company dialog is displayed:

ii. Select a manufacturer and click OK.b. To remove a manufacturer, click Delete Manufacturer .


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10.Click Next. The Identification Information page is displayed:

11.Enter identification information.12.Click Next. The Price & Availability page is displayed:

13.Enter price and availability information.


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14.Click Next. The Resources page is displayed:

NOTE: Resources are image and document fil es th at can be associat ed w it h one ormor e module item. For example, a resource image can be associated wi th bot h a


15.Add/Remove Resources:a. To add a resource:

i. Click Add Resource . The Associate Resources dialog is displayed:

ii. Select a resource and click OK.b. To remove a resource, select it from the Page Resources grid and click Remove

Resource .

c. To edit a resource, select it from the Page Resources grid and click Open Detail. Make the necessary changes and click Save .

d. To make a resource image the default image, select it from the Page Resourcesgrid and click Make default .


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16.Click Next. The Category Selection page is displayed:

17.Add/Remove Categories:a. Click Add/Remove Categories. The Add/Remove Categories dialog is

displayed:

b. Add or remove categories and click OK.


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18.Click Next. The Summary page is displayed:

19.Verify information is correct and click Finish.20.Click the View Products filter link to view the new product. If the View Products tab is

already open click Refresh .

Edit Product1. From the View Products tab, double-click the desired product. The Product Detail tab

is displayed:


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2. Using the New Product Wizard in the

Documents

Nimbus User Guide