Maintaining Your Website Using Cascade CMS Presented by UC Irvine Health Information Services and Marketing & Communications

2 Getting to Cascade A good place to bookmark this link would be under SharePoint personal links

3 The Menu Bar Cascade Logo pull down Most useful pull downs will be search and viewing active jobs

4 Using Search *search box in the upper right performs basic search of site contents If you have inherited the site and are not familiar with the site use the search feature to find pages or items such as word documents, PDFs and images. Department Name | Month X, 201X

5 Viewing Active Jobs View the progress of pages, images, documents or the entire site Your publishing job will be listed under Current Jobs and its publishing progress will be in the % done column Department Name | Month X, 201X

6 Home Home tab will always bring you back to the default page

7 New The New tab will allow you to add new pages/folders and files (images/PDFs/docs)

8 Where is my website? SITEs pulldown vs. Health Affairs Your site will be in one of these locations, you will only have viewing/editing rights to sites you admin. Asset tree Folders Files Images and PDFs

9 File naming best practice Don’t use spaces or symbols Use dashes between words Use lowercase

10 The Folder /_CMS/ folder Do not make any changes to items in this folder Power Users: *_CMS > ContentBlocks > left-nav Any change here requires the full site to be republished to reflect these updates on all pages!

11 The Page Default content area, region/blocks and metadata

12 Metadata What It Is Why It Matters Best Practices and Tips

13 Page Tabs Edit, Move/Rename, Copy, Publish, More -> Delete, More -> Versions

14 Edit Department Name | Month X, 201X This is a standard editor with similar features found in MS Word. More details about using this editor can be found here:

15 Move/Rename Under System Name you can change the page name or move it to another location. To move the page to another location select Parent Folder and browse for new location Department Name | Month X, 201X

16 Copy Copy page tab will allow you to duplicate a page. Change the copied page name and if needed select its new location under Parent Folder. Department Name | Month X, 201X

17 Publish New users should always publish pages to the development server first. Preview the page and test all functions of that page. Only then should the page be published to the production server. *Development URLs are usually Department Name | Month X, 201X

18 Features and Spotlights What Makes a Good Feature? What Makes a Good Spotlight? What to Use and When Help!

19 News & Events Consider Your Audience News and Event Posting Guidelines Staying on Top of the News

20 Resources

21 Web Standards Guide Where Is It? Photos & Images Video & Flash Metadata & Page Titles Left-Hand Navigation Phone Numbers Styling Text – Do’s and Don’ts

22 Digital Marketing Team We are here to help you! Daphne Tam, ddtam, x7601 Kris Lindgren, klindgre, x7342 Heather Shannon, heather.shannon, x7657 Gil Acosta, gil.acosta, x8005 Johnny Lam, lamv, x5085