OU CampUs Beginner`s gUide

OU Campus Beginner’s Guide
for web publishers at
Augusta University
Table of Contents
Terminology
.....................................................................................................
1
Logging In
.....................................................................................................
2
4
Checking Pages In/Out ........................................................................
File Actions Panel .......................................................................................
Page Properties
.......................................................................................
Editing a Page
.......................................................................................
5
6
7
8
Links
10
13
14
Image Editor .....................................................................................................
Uploading Files
.......................................................................................
16
18
Reverting Pages
.......................................................................................
20
Publishing Pages
.......................................................................................
21
Site Navigation
.......................................................................................
23
Homepage, Index Page & Landing Page
Website
Binary Files
Failed Logins & User Lockouts
Common Login Error Messages
Navigating OU Campus
........................................................................
Folder Requirements
WYSIWYG Editor
Just Edit Mode
....................................................................................................................
Inserting Links
Linking to an Augusta University Page
Dependency Manager
Linking to an External Page
Documents
Images
.....................................................................................................
Linking to a Document
....................................................................................................................
Inserting Images
Uploading Files
Naming Conventions
Revert a Page
Publish a Page
Final Check Tab
Schedule Tab
Terminology
Overview
Our Content Management System (CMS) has been called many things:
• Content Management System (CMS)
• OU Campus - The name of the CMS we use
• OmniUpdate - The company that made OU Campus
• Staging Server - The place where users edit pages before publishing them
Those terms are all referring to the same thing and can be used interchangeably when
talking about the site.
Homepage, Index Page & Landing Page
These terms refer to the default page of a directory on the web. Think of it as the front door.
On augusta.edu these pages are always named index.php.
Website
Augusta University has three different websites. These are:
• augusta.edu - This is the main university website.
• augustahealth.org - This is the website for the hospital.
• PAWS - This is the university’s intranet and is intended for internal information for
faculty, staff and students.
There is only one university website - augusta.edu. What many people refer to as “their
website” is actually a section within augusta.edu. Some examples of sections within the
augusta.edu website are: Admissions, Financial Aid, College of Nursing, etc.
Binary Files
Anything that is not a webpage (ending in .php) is considered a binary file. This includes:
• Images - .jpg, .gif, .png
• Documents - .doc, .docx, .pdf
• Spreadsheets - .xls, .xlsx
• Presentations - .ppt, .pptx
1
Logging In
Overview
Content contributors and administrators can log in to OU Campus by clicking the copyright
symbol (©) located next to the Augusta University name at the bottom of the page.
Typically, every page of a website managed by OU Campus includes this link to allow
content contributors to log in directly to edit a page.
Click the copyright symbol at the bottom of the page to log in.
Clicking the link will take users to the OU Campus login page, where they can sign in using
their usernames and passwords. Upon logging in, users return to an editable view of the
page where they clicked the link.
Your OU Campus username and password are not connected to your other accounts.
Contact the Web Team if you have difficulty logging in.
Once logged in, the browser session is persistent, and a user can open another page or tab in
the same browser without having to log in again.
Users must have the proper access privileges granted in order to access the page - without
proper access, users will be logged in to OU Campus but will be unable to view the page.
2
Logging In
Failed Logins & User Lockouts
If users incorrectly enter their login credentials too many times in a row (typically three
incorrect tries), they will automatically be locked out of the OU Campus system, preventing
users from trying to log in again. In the event of a user lockout, the Reset Password function
becomes unavailable, and an email is sent notifying the user of the lockout. An
administrator must reset the user’s login privileges. Submit a web request form to request a
password reset.
Common Login Error Messages
If you see any of the error messages displayed below, please contact the Web Team for
assistance, or navigate to another page.
Error 1
Error 2
The above error messages mean you are trying to edit a page you do not have permission to
access. Contact the Web Team if you need access to edit this page.
Error 3
This error message means you tried to log in with the
wrong username and/or password.
The Web Team can reset your password for you if
necessary.
3
Navigating OU Campus
Overview
OU Campus uses a folder structure, which allows users to receive permissions to edit
certain folders. This also prevents other users from accessing pages they do not have
permission to edit.
The structure of OU Campus includes the:
1. Current Directory – The Current Directory tells users in which folder they are
currently working.
2. Split-Screen Explorer – The Split Screen Explorer lets users navigate quickly
between pages within a folder. The Split Screen button allows users to navigate
between the Full View and the Folder Structure.
3. Current File – The Current File tells users which web page they are currently
working on.
4. File Actions Panel – The File Actions Panel allows users to view and edit settings
directly related to a single page.
5. Preview Pane – The Preview Pane lets users preview their page as it is and/or
before it goes live on the internet.
Folder Requirements
4
Every folder must contain certain components – without these components, the folder and
the pages within the folder will not work. These components include:
• _props.pcf - This file updates the properties of the folder. Do not edit this file.
• _nav.inc – This is the navigation for everything in the folder.
• documents folder – This folder is where all the documents should be stored.
• images folder – This folder is where all the images should be stored.
• includes folder – This folder contains background data for the folder.
• index.pcf – This is the main/default page of the folder, aka the “Landing Page.”
Checking Pages In/Out
Overview
The checked out/in icon, represented by a lightbulb, reflects the state of an OU Campus
page or file. When a user edits a page by clicking on an editable region button or clicks to a
page from a list view, the page is automatically checked out to that user. Likewise, when the
user publishes a page, it is automatically checked back in.
The Check In and Check Out features allow multiple people to make changes in one site
without overwriting another user’s changes. Anytime a file is edited, it will automatically
“check out” the page to that user.
When a page or file is checked out to a user, no other users can view or edit the page until it
has been checked back in. The Web Team can override this and manually check pages back
in that are checked out, but doing so will cancel any unsaved changes to the page.
If you are editing a file, you will see a lit lightbulb next to the file name. If someone else
has the file checked out, you will see the red padlock next to the file name. It is important to
check in a page once you have completed your work.
Users can view all the pages they have checked out by clicking the Dashboard tab at the top
of the screen within OU Campus.
5
File Actions Panel
Overview
The File Actions Panel includes options in relation to the current file being worked on.
As long as the page is checked out (the yellow lightbulb is on), the following options
available to you are:
1. Preview - The Preview button allows you to preview any edits made on the
webpage before being published.
2. Edit - The Edit button allows you to edit the sections on the page.
3. Properties - The Properties button allows you to update and edit specific details
and metadata about the webpage, including page title and page layout.
4. Versions - The Versions button allows you to view previous publishes of the
webpage and revert the page to a previous publish.
5. Check In/Out - The Check In/Out lightbulb allows you to check out the page
so that no one else can edit the page. The yellow lightbulb means the page is
checked out, and the gray lightbulb means the page is checked in.
6. Publish - The green Publish button allows you to publish the page onto the live
website.
6
Page Properties
Overview
Once a page is checked out, click the Properties button in the File Actions Panel. This will
open a page allowing the uesr to change the page title, breadcrumb, heading and layout of
the page.
1. The Title appears in the blue bar of the browser and in search results.
2. The Description is a brief summary of the page that appears in search results.
Usually the first paragraph of the page is enough (1-3 sentences). Do not add more
than one paragraph.
3. The Page Heading appears at the top of the page in large type.
4. The Breadcrumb is one or two words for the trail of links that appear at the top of
each page. The breadcrumb automatically links to the index.php page in each
respective folder.
To edit the layout of the page, use the
checkboxes in the Feature Settings and
Page Settings to either display or hide
the appropriate editable sections.
7
Editing a Page
Overview
When logging in to the system to directly edit a page, there may be several editable regions
available. The available editable regions are defined by permission levels and group
associations. Only areas that are available to be edited by that user are shown with an edit
button.
These are indicated by a green button above the editable region labled with the region’s
title, such as “Featured Content,” “Promo Image” and “Main Content.” Clicking on the Edit
button above a region allows for that section to be edited. This opens the WYSIWYG Editor
by default, and the assigned toolbar becomes available.
WYSIWYG Editor
WYSIWYG (aka “Whizzywig”) is an acronym for “What You See Is What You Get.”
Many of the editing tasks for a page, such as inserting images and links, applying formatting (such as bold or italics) and spell-checking a page can be accomplished within the
WYSIWYG Editor using the toolbar.
Icons represent the various tools in the toolbar. Clicking on any icon performs an action,
either direction to the page or to the selected text and graphics. Some icons display more
options in a drop-down menu or dialog.
8
Editing a Page
Just Edit Mode
Clicking the green Edit button will allow users to add, delete or modify content without
having to know any HTML code. A new feature of OU Campus is the Just Edit feature,
which allows users to view the edits in context.
Many buttons on the toolbar are similar to the buttons
and options available in Microsoft Word.
The availablity of a function is based on the selected items or the location of the cursor on
the page. For example, if nothing is selected, functions such as Insert Link are dimmed,
signifying that this function is not available at the moment. For the Insert Link button to be
available, the user must first select text or a graphic.
One item that is not represented on the toolbar, but is available from within the
WYSIWYG, is the ability to save-in-place using the CTRL+S (PC) or CMD+S (Mac) keys
on the keyboard. This offers users the ability to save the page without clicking the usual
save icon that ends the editing session. Save-in-place saves the page and allows the user to
continue editing.
Once the content has been updated and changed, the user can click the Save button on the
toolbar to end the editing session and save the changes. The user can review the page via
the Preview mode to see what the page would look like on the live website prior to
publishing the page.
9
Links
Inserting Links
To insert a link, begin by opening up the page in OU Campus and selecting the Edit
option on the appropriate section. Select and highlight the text that needs to be linked.
Click the Insert/Edit Link button on the toolbar, and a pop-up dialog box will open.
1. The File Search button
allows users to search for
documents and webpages
within OU Campus.
2. The URL Field indicates
where the finished link will
take the user.
3. The Text to Display is the
actual text of the link. This
can change the text that was
highlighted.
4. The Target lets the user
decide whether the link will
open in the same tab (None)
or in a new window/tab (New Window).
10
Links
Linking to an Augusta University Page
When linking to another page on the university’s website, click the File Search button and
another pop-up box will appear.
Staging
The staging server is selected by default and a PCF file type should be selected in order to
have links managed. This box displays a list of folders and files, which can be used to navigate through the website.
1. The Preview Pane allows users to preview any page selected, to ensure the correct
page is being linked.
2. The Page Information provides basic information about the page selected.
3. The Folder Navigation serves as a breadcrumb link to allow navigation up the
folder structure.
4. The Select a Page section allows users to select the page or file they wish to link to.
Once the desired page is selected, click “Insert” to see the next step.
11
Links
Dependency Manager
By inserting a link via this method, OU Campus creates a series of letters and numbers
tracking this particular link using the Dependency Manager. The Dependency Manager
will keep track of the link, making it possible for pages, links and/or directories maintained
within OU Campus to be updated automatically when that page or directory is moved or
renamed.
Using the Dependency Manager
prevents most broken links from
occurring, meaning less stress and
confusion in the future when
attempting to fix and correct broken
links.
When linking to a page within OU
Campus, select “None” as the Target.
Linking to an External Page
The steps to link to an external page are the same as the procedure outlined above, but
instead of browsing for the internal link using the File Search button, the complete URL for
the page can be typed (or pasted) into the URL field.
Links to external pages are not
under Dependency Manager
tracking.
Click “OK” to insert the link.
When linking to a page outside of
the university website, select
New Window as the Target.
12
Documents
Overview
Users should primarily use PDFs when adding files to the website. Microsoft Office files
(such as Word, Excel and Powerpoint) rely upon the user’s computer to work, while PDFs
rely upon the user’s browser. Essentially, if users can view your webpage, they can view a
PDF. Microsoft Office files also cannot be easily downloaded or viewed on phones or tablets, while PDFs can easily be downloaded.
Linking to a Document
In Edit mode, select and highlight the text that should link to the document. Click the
Insert/Edit Link button from the toolbar.
Click the File Search button to the right of the URL field, and another pop-up dialog box
will appear. Navigate to the appropriate “documents” folder to view a list of all the document files uploaded on the site.
When linking to a document, select “New Window” as the Target.
Select the desired document file, and click “Insert.”
Click “OK” to insert the link.
13
Images
Overview
Images and pictures are important to the website. They should be stored in the appropriate Images folder. When placed on the website, images should be resized to be as close as
possible to the size the images should be viewed. Large images make pages difficult to load,
and certain browsers will always display the image at full-size. Generally, images on the
website should be no larger than 600 pixels wide.
Inserting Images
Users may easily insert and edit images within OU Campus.
Place the cursor where the picture needs to be inserted, and click the Insert/Edit Image
button.
1. The File Search button allows
users to search for images within
OU Campus.
2. The Source Field indicates where
the images are located.
3. A brief Description of the image
allows site and text readers to
understand and describe the image.
This is necessary to comply with
accessibility requirements.
4. The Dimensions field allows users
to change the apparent size of the
image, but not the actual size of
the image itself.
14
Images
Inserting Images
On the Insert/Edit Image pop-up box, click on the File Search button next to the Source
field, and another pop-up box will appear. Navigate to the appropriate Images folder to view
a list of all the image files uploaded to OU Campus.
Users can preview the images by selecting the image or by clicking the “Thumbnail” view
at the top of the dialog box.
Select the desired image, and click “Insert.” Type a brief description of the image into the
Description field.
On the Appearance tab, the image’s
appearance on the page can be edited. The
Vertical space and Horizontal space is the
amount of space between the image and the
words surrounding the image.
Click “OK” to finish.
15
Image Editor
Overview
OU Campus offers a basic image editing tool so images can be resized, cropped and rotated
directly within the CMS. This helps ensure large images are properly resized before being
published to the production server.
OU Campus Image Editor
When selecting an image to insert onto
the page, select “Edit Image” on the
image preview window.
1. The Resize option includes the
ability to specify a new width and
height for the image. The original
ratio for the image dimensions can
be kept intact by selecting the
Preserve Ratio checkbox.
2. The Crop option allows the user to
crop the image by dragging the crop handles located on the edges of the crop box or by
selecting one of the preconfigured crop settings.
3. The Rotate option rotates the image 90 degrees in a clockwise direction with each click.
1.2.3.
Once the image is edited to your
liking, select “Save As” and
insert the newly edited image as
normal.
16
Image Editor
Alternate Image Editor
It may be easier to upload the image into OU Campus ready to be posted, instead of using
the OU Campus Image Editor. If the user does not have image editing software (such as
Adobe Photoshop, the user can use pixlr.com/editor.
Pixlr.com/editor is a free, online image editor that allows users to resize, edit, rename and
save images. Pixlr.com/editor will also allow users to change JPEG files into PNG files.
Note:
JPEG image files will lose quality when edited within the OU Campus Image Editor. To
avoid pixelated or blurry images, please use PNG files. Users are not able to change files
from JPEG to PNG files using the OU Campus Image Editor.
17
Uploading Files
Overview
OU Campus allows users to upload files from their computer to OU Campus, which makes
it then easy to link to or use those files on the website. When uploading files to OU
Campus, make sure the files are being uploaded to the appropriate folder.
Documents should always be uploaded to the documents folder inside of the appropriate
site directory, while images should always be uploaded to the images folder.
Uploading Files
To upload a document or an image from your computer, select and highlight the text that should
link to the document/image. Navigate to the appropriate insertion button, click the File Search
button and another pop-up dialog box will appear. Navigate to the appropriate “documents” or
“images” folder to view a list of all the files uploaded to OU Campus.
Click the Upload button at the top of the pop-up box.
In the next pop-up box, either drag-and-drop the file from your computer to the pop-up box,
or select the green +Add button to locate and select the document to upload.
The header at the top indicates where the file will be placed. All documents should be
placed inside the documents folder, and all images should be placed in the images folder.
18
Uploading Files
Naming Conventions
By uploading these files, you are essentially creating a URL for the files. As such, all files
must follow specific naming conventions to work properly. These include:
• lowercase letters only
• numbers
• dashes (-)
File names with capital letters or spaces will not upload.
Correct File Names
brand-guidelines-2016.pdf
student-center-16.png
Incorrect File Names
2016 Brand Guidelines.pdf
Student Center.png
Files may be renamed at this point by clicking “Rename” and entering the new file name.
Click “Start Upload” to upload the file.
An error message is shown if a file could not be uploaded, which may be the case if it does
not follow naming conventions or if the file already exists and the “Overwrite Existing”
checkbox was not selected.
Once the file is uploaded, it will appear in the current folder. Items are sorted
alphabetically, so users can easily locate the desired file.
19
Reverting Pages
Overview
Every time a webpage is published, OU Campus catalogues that version of the page. The
Versions screen shows a list of saved versions of a page. Users may access the list of all
previous versions once they have checked out the page.
All versions of the page are kept in the system until the page is deleted. There is no limit
to the number of versions that are stored in the system for an individual page or across all
pages in the site. If a file is moved to the Recycle Bin and then restored, versions will still
be preserved.
Revert a Page
To restore (revert) a page to a previous version, check the page out, and then click the
Versions button. This displays a list of revisions.
After deciding which version of the webpage to revert to, click the version number, and
click “Revert.”
This will load the selected version back into OU Campus, which can be edited via the Edit
mode.
20
Publishing Pages
Overview
Pages and other content files within OU Campus are located on the staging server and must
be published to the production server to be viewed on the internet. Pages can be published
by all user levels in OU Campus, but users can only publish pages to which they have
access.
Publish a Page
Files and pages must be checked out to publish. Pages can be published three different
ways:
1. From the Page List View
2. From the Edit Mode
3. From the Split Screen View
To publish a page, click the green Publish button.
By selecting the drop-down menu next to the green Publish button, users can schedule pages to be published at a later date or schedule pages to expire.
Upon clicking the Publish button, the Final Check tab will appear.
21
Publishing Pages
Final Check Tab
The Final Check tab allows the user to check the spelling on the page and ensures that all
the links on the page work. Optionally, a brief version description can be written to describe
the changes made during the latest edit. This description appears on the Versions page
should the page need to be reverted to an earlier publish.
If a new document file has been
uploaded or an image file has been
edited or uploaded, an Include
Unpublished Dependencies checkbox
appears. This option ensures that all
content necessary for the page to work
properly is published at the same time
as the page.
Click “Publish” to publish the page to
the live website (production server).
It may take up to five minutes for the
changes to go live on the website.
Schedule Tab
Users have the ability to publish
content at a later date using the
Scheduled Publish tool. A scheduled
publish can only be canceled or
modified by the user who set the
schedule.
Users can select the date and time
the page should be published and have
the option of sending a message when
the page publishes.
22
Site Navigation
Overview
OU Campus automatically generates a sidebar for all of the pages included in the site
directory. The _nav.inc file updates the side navigation for every page within its respective
folder.
To modify this navigation, open up the split-screen
layout. Locate _nav.inc, and check out the file by
clicking on the lightbulb icon next to its name.
Users can edit the _nav.inc file by either clicking the
Edit option on the page actions menu or clicking the
_nav.inc file. The site navigation appears as a bulleted
list.
Edit and update this file using the same tools used when
editing pages. Make sure to properly link the text to the
correct pages.
Note:
Use only the bulleted list. Do not use colors, headers or images in the _nav.inc file. This will
break the navigation list and disrupt the responsive nature of the navigation.
Save and publish the file to update the navigation.
23
Contact Us
Website: augusta.edu/dcm/web
•
•
•
•
•
Sign up for web training
Submit a work request
Review training materials and videos
Review policies and guidelines
Keep up-to-date with news
Address:
Communications & Marketing
Augusta University
Health Sciences Campus
Professional Building 1104
1120 15th Street
Augusta, GA 30912
Email: [email protected]
Phone: 706-721-7406