CMS Workshop

Objectives for the Workshop Get a deeper knowledge of working within the CMS specifically -creating a page from scratch, updating existing pages, applying JavaScript, and managing different versions of components, copying, and scheduling Achieve the experience and knowledge necessary to design, produce and approve content to the Portal Utilize the available CMS tools to improve the efficiency and quality of Portal content and advertising

Guidelines for Training Cell Phones Off Please Computer Use For Training ONLY Feedback- We need to hear your questions or where you need help Follow Along in your Participants Guide- this will be a reference for the future Actively participate in the creation of Pages, Components, and Content– we will want to see your pages after the workshop

Participant Guides Yours to keep Feel free to write in them Use cases are in them, please use these during hands-on activities We will let you know when there is a use case for the functions we are discussing

Workshop Agenda CMS Key Concepts Review Page Manager and Preview Copy a Page Create a Page from Scratch Update an Existing Page Apply JavaScript Manage different versions of components Copy Schedule Components and Content

Introduction & Key Concepts What is the CMS? The Big Picture Roles Key Concepts Terminology The “Pattern” Page Manager

What is CMS? Proven Scalable: 2000+ page views per sec Flexible platform for Building & Publishing Web Applications Build pages with personalization & targeting Access Synacor’s library of components, templates and content integrations Grant granular access control of site with a safe publishing workflow High-End Feed Integration Tools Proven Scalable: 2000+ page views per sec

The BIG Picture

Roles Local Producer Editor Local Editor - Agency Central Producer   Local Producer Editor Local Editor - Agency Central Producer Marketing Central SMSC Developer Local Developer Central Developers Reviewer Local Approver Administrator Central Admin Central CMS Operations

Key Functions of the Editor Producer/Editor Create Sections & Pages (CMS-Page Manager) Create Components (CMS-Component Manager) Create Content (CMS- Content Manager, Image Manager, Feed Manager) Schedule Events (CMS- Component Manger) Upload and Manage Images (CMS- Image Manager)

Key Functions of Marketing Create Manual Campaigns (CMS –Target Manager) Apply Manual Campaigns (CMS – Page Manager) Make changes to Smart campaigns In CMS – Page Manager Access/Edit collateral in Offer Manager Access/edit collateral in Product Catalog Access/edit collateral in Price Manager Work with Decision Engine

Key Functions of the Developer Create Layouts (CMS-Layout Manager) Create Resources: Style Sheets, Templates, JavaScripts (CMS-Style Sheet Manager, Template Manager. JavaScript Manager) Create Feeds (CMS- Feed Manager)

Key Functions of the Reviewer Process Send for Approval Requests (CMS-QA Approval)

Key Functions of the Administrator Manage Site Settings (CMS-Site Manager) Manager User Access (CMS-User Administration, Roles & Permissions) Run logs and reporting as needed (CMS- Logs and Reports)

Training Rationale Modules grouped by CMS Roles Modules grouped by most used to least used Workshop will be hands-on (Tell, Show, Do) and will build on previous modules Many different paths or work flows; focus is on Page Manager

What is a Container? Container - An object with its own attributes and characteristics that can hold components and/or content. Component - An object that holds content which is displayed on the website. Content- Data or information placed inside of a Component with which the end user can read and/or interact. Section - website, url, domain Page - games page, local page, music page Zones - columns Components - The WaterCooler, Today in the News Content – Text, Images, and Data that the end user sees

Examples of Containers Sections Content Section = website, url, domain, directory sections Page = in this case the home page (games page, local page, music page) Zones = columns Components = In this case Card Games (The WaterCooler, Today in the News) Content = Cute cat image (slides from the slideshow, tabs from the WaterCooler) Component Zone Page

Component Types Slide Show Feed Tabbed Editorial Raw HTML Poll

Sites, Environments, Locales Site – This is the portal or website Locale – Related to the main portal or website. Locales can have the same content and resources as the main page or, share some or all of these in addition to having unique resources of its own. The Locale will have its own Language and Region code. Environment – Three basic stages of environment are: Dev or Development, QA or Quality Assurance, and Live. Each stage of approval moves objects or resources from the development environment, to QA, to Live.

Additional Terms Event - A term for scheduled content and component. For example: A component is to be shown from 1pm - 3pm. Layout - A combination to template, style sheets, and JavaScript files. Used to ensure conformity across a site using multiple pages. Synapps - Acronym for Synacor Platform Publishing System This is the overall package offered to a client that the CMS belongs to. Layout has come up a couple times when we’ve done some introductory training. We will talk about how to apply a layout today and how to create one tomorrow. Some folks have suggested thinking of the layout as the skin for the page. SPM we will refer to as Smart Targeting and eCommerce, and focus on the various pieces that make up SPM. Synapps is the overall umbrella for both the CMS tools and the SPM tools.

Logging in For Training: JIT: Live: URL: http://cms.ate.onyx.synacor.com/index.php User ID: upctest(n) (n)= a number from 1 to 14 Password: Upcte$t(n) (n)= a number from 1 to 14 JIT: URL: User ID: Password: Live:

Common Entities Found Throughout Site Manager Site Manager Pattern Common Entities Found Throughout Site Manager User Name and Logout Domain Switcher Module Switcher Breadcrumb Path Manager Bar Quick Access Buttons Search Bar View Options

Search Functions – Search by Site Manager Pattern Search Functions – Search by File Name Modified Date Upload Date File Type Object Type Published Date Expired Date Image Size Image Type Feed

Site Manager Pattern Preview List View Tree View Thumbnail View View Options Preview List View Tree View Thumbnail View

Page Manager There are many work flows or paths in CMS. We are going to focus on our favorite workflow which is through Page Manager. It is our favorite because you can pretty much do all content or editing activities within it – manage all components and content within it. We will show you other ways, but our hands on practice for editing functions will primarily within Page Manager

Page Manager Preview The Primary Workspace Note: The CMS provides many paths to achieve the same task. We are going to show you the fastest – you may find a few preferred paths of your own. Additionally, the preferred workspace within Page Manager is Preview Mode.

Page Manager Preview The toggle edit button allows the user to see all of the components and content on the page that are available for edits/changes.

Page Manager Preview: Getting There + OR

Page Manager Toolbar Date/time fields + Preview Link allows the user to see the preview in a new window at various time frames. So when multiple events have been set up, the user can preview all of these. The events do not need to be approved for the view to work, though they do need to be approved for them to be published. Toggle Edit – Changes Preview from Page Mode to Edit Mode Add Page – Opens Add/Edit Window to Add a new page Delete Page – Deletes Current Page (Must send for approval) Send For Approval – Sends Current Page for Approval (Opens SFA Window)

Page Manager: Tree View Tree View Icons Container Framework Slideshow Editorial Component Feed Component Add/Edit Page Preview Page Or users can work from the Tree view. Discuss tree and each icon Show the Add Edit Page Window – Explain Tabs

Resources Participant Guide CMS ATE Environment CMS Total Training Guide eCommerce Total Training Guide Training Contacts: Paul Rehac, Trainer Email prehac@synacor.com – Manager of International Portal Publishing Email Product Group Manager, Portal Platform Email jkavanagh@synacor.com