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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/[email protected]
• 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: [email protected]
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• [email protected]
Request for access• http://www.mcgill.ca/it/forms/web-permissions
Questions?
Ideas! Web Editors Blog
• blogs.mcgill.ca/webeditors
Your opinion counts! Answer just five questions- one minute of your time!
Please complete the IT Course Evaluation Form. In Minerva at: Employee Menu > IT Customer Services (ICS) Menu >Training
Evaluations.