Learn About the Interface
The CMS interface is composed of a toolbar along the top of the page, a Site Tree on the left and a Content Pane on the right.
For easier viewing, maximize the size of your browser window. You also may choose to adjust the size of the Site Tree or the Content Pane. Do this by clicking and dragging the vertical dividing line located just to the right of the Site Tree scrollbar.
The CMS is organized using folders and pages. You will only be able to view folders and pages that are associated with sites to which you have been granted access. To view these items, go to the Site Tree.
In the Site Tree under the Site Content and University Home folders, you'll see all sub-folders and pages to which you have access. To view them, open the folder by clicking on the plus icon. The folder will expand to show pages and other sub-folders, some of which may also open to reveal additional pages and folders. To close an open folder, click on the minus icon.
To view a page, click on its name in the Site Tree.
Select any page in the Site Tree, and that page will appear in the Content Pane on the right side of your screen. For easier viewing, you may want to enlarge the size of the content pane. Do this by clicking-and-dragging the Site Tree scrollbar to the left.
NOTE: If the Content Pane does not update when you select a new page in the information pane, click on the Refresh button in the toolbar (or hit F5 on your keyboard):
Edit Form Tab
The first tab in the Content Pane is the Edit Form. If the page is assigned to someone else, or if it is assigned to you but not currently checked out, the fields on the Edit Form will have a gray background (see below). This indicates that you cannot change the content.
If the page is checked out to you, the fields have a white background (see below). This indicates that you can change the content.
Page View Tab
The CMS separates page content from site design so that contributors can manage content while web designers and developers can handle how it looks online. This separation also allows content in the CMS to be repurposed to other formats.
Because content is separate from design in this system, unlike word processing and layout programs such as MS Word or InDesign, what you see in the Edit Form area is NOT what you get on the live web site. Thus, to merge the content and design so that you can see how they come together, the CMS provides a preview. When you are ready to preview your page, click on the Page View located at the top of the Content Pane. You can toggle between the Edit Form and Page View as you work on the page.
NOTE: Although helpful, the Page View is not an exact preview. Certain characters may appear in the Page View but will NOT transfer to the published page. If you are pasting text from some other program (MS Word, etc.) into the Body Text Field, be sure to follow the Paste Text into Body Text Field tutorial and "scrub" the text first to reduce the possibility of transferring characters that won't show up online.
Still in the development phase, the Categorize Tab will enable users to associate categories or tags with the page or component. The web services team will let users know when this feature is available to them.
The History tab lets you know the recent history of that page or component -- who has worked on the page in its past few iterations.
The XML tab displays the Extensible Markup Language (XML) code that is being written by the system's software on the back-end as you create pages. This code is used mostly to write XSLT style sheets and is done by advanced developers. Most users will not need to use the XML tab.