Presentation is loading. Please wait.

Presentation is loading. Please wait.

TerminalFour Training

Similar presentations


Presentation on theme: "TerminalFour Training"— Presentation transcript:

1 TerminalFour Training

2 Intro What is TerminalFour? Advantages over Ektron
Easier to use = less avoidance! More features! Important for website to stay up-to-date 1.5 million visitors per month TerminalFour is a content management system (CMS) that allows lots of users to create and edit parts of Seattleu.edu. TerminalFour was just adopted early in 2016, and it was chosen to replace our old CMS, Ektron, because it’s a lot easier to use, especially for people who have limited/no experience editing websites. The reason why we decided to switch to T4 is that the university found that people had been avoiding updating their websites because Ektron was so difficult to use. And it’s extremely important that all the pieces of our website be up to date! Our website is the primary way for us to communicate with prospective students, current students, and with each other. We get 1.5 million visitors per month. And if the information on it is out of date or incorrect, then we’re not communicating the right information to students, faculty and staff and it’s not as valuable a tool as it could be.

3 Content The content on your site is your responsibility
Lots of editors and lots of audiences Will your site meet the needs of your audiences? AND contains lots of resources to help you develop good web content So today, I’m going to give you a little intro to TerminalFour so that you can feel comfortable updating your Seattle U websites. But before we get to the nitty-gritty of T4, let’s touch base really quickly about web content more generally. Since the web team is very small, it’s up to all of you -- the content editors -- to make sure that your part of the website is up to date, appropriate and useful for your intended audience(s), and that your content adheres to web standards and SeattleU brand guidelines. MarCom has some great, useful guidelines on our website including: Seattle U brand guidelines, an editorial style guide, web content guidelines, and some good tips on writing for the web, and working with images.

4 Signing In cms.seattleu.edu/terminalfour/
Okay, onto the fun stuff. If you haven’t already, go ahead and open a web browser and go to cms.seattleu.edu/terminalfour and log in using your SU username and password. While I’m going through things, I hope you will click along with me, and if you have any questions as we go, please feel free to stop me and ask.

5 Dashboard Let me give you a quick tour. On the left is the Dashboard, which houses the media library and the forms builder tool.

6 Lost? Return to Site Structure
At the top is the navigation bar. If at any point you find yourself stuck somewhere or if you clicked on the wrong thing, the Site Structure button, which is the first icon on the top right, will return you to the site structure, which is like your home base. It’s better to use this button than the back button!

7 Bookmarks

8 Sections The place you’re going to be focusing most of your attention on though is (click) the Site Structure in the middle. The site structure houses everything on the website. BUT not everyone has permission to see/edit every section of the website. We restrict user access to only the specific pieces you need. So YOUR site structure is going to look very differently than this picture. You will only see the T4 playground, and the pages that you have permission to access. If you need access to another part of the website, you can contact me to request access. Additionally, we have different user types with different levels of access to different features in T4. Most users are “moderators.” Then there’s a smaller group of users who are “power users” (who have access to more complex features, like the form tool I mentioned earlier) and then there are just a handful of people who are “administrators” who essentially have access to EVERYTHING. If you’re going through updating your sites and you get a pop up message that says you don’t have permission to access a certain feature, it may have to do with your user level, and you can request that I give you a different level of access if you need it.

9 T4 Terms = Every page on Seattleu.edu = sections
Sections look like folders Folder order = navigation menu order = All pages on Seattleu.edu are called sections. Every section looks like a folder. Some folders have plus signs next to them. This means they have more sections within them. If you want to click on the plus sign to the right of some of these folders, you should be able to see all of the sections, or pages, underneath it. The order of the folders corresponds to the order in the navigation menu. (I’m going to talk more about menus in a bit.)

10 Finding an existing section

11 Adding a New Section Find section where you’d like to add a page
T4 Training Playground Click action-create section So let’s try this out. Find the T4 Training Playground, click on the little blue “actions” box and click “create section.”

12 Creating a New Section SECTION NAME = PAGE HEADER = MENU = URL
Add section name and description Click save changes when finished SECTION NAME = PAGE HEADER = MENU = URL I suggest adding a page with your name in the title. Again, this is just an exercise so you can call your section whatever you want. The name you give your section becomes the heading at the top of the page, it’s what will show up in the menu, and it also becomes the URL for the page. For example, if I’m creating my test page in the Training Playground, and call it the Center for Awesome, the URL is going to be seattleu.edu/playground/center-for-awesome Description is for you and your team’s use and are viewed internally, so we like to use a few key words or lines describing what that section is all about There are a lot of other fields on here, including the check box to show the section in the navigation (or not), output URI, seo phrases, etc. The TerminalFour training section of the website has a breakdown of what these different form fields mean and how to use them if you’re interested, but we’re not going to go over them all during this basics training.

13 Adding Content to the Section
Find section in the Site Structure, click to open Click on the content tab-create new content Now that you’ve all created your sections in the playground, let’s add some content to it. Go back to the Playground folder, scroll down to find your folder and click on it to open it. Once you’ve opened your section, click on the content tab, and then click the green box to “create new content.”

14 Different types of content are programmed to go in different parts of the web page. Here’s an example.

15 Zone A Content types for Zone A will appear in the center of the page

16 content types programmed for Zone B will show up in the right column of the page

17 and content types for Zone C will appear below the navigation menu.

18 Let’s Add Content Content Types
The first thing T4 will ask you to do is to choose a content type, and it will give you a list of a bunch of different types of content that you can add to your section. But what does all of this mean?

19 Let’s Add Content Content Types: filter by zone or name
You can filter content types by their zone or their name. So here I can type in Zone A, or Primary Content to have it come up first. The descriptions below the content type give you a general idea of what these content types actually do.

20 Today: Primary Content (Zone A)
You’ll be able to play with different types of content in a bit, but for now, I’d like you to select “Primary Content” for Zone A.

21 Today: Primary Content (Zone A)
Add name Text Editor Edit: cut, copy, paste, paste as text Now, the name you give your piece of content is not as important as what you named your section. The name, description of the content is just for you to help you know what the piece of content is and maybe where you want it to go on the page. So now jump down into the text editor and give your page some text. Type in whatever you want your page to say and while you do that I’m going to give you a little break down of the text editor. The text editor is a WYSIWYG (or what you see is what you get) type of editor. How your text looks in this box is more or less how it’s going to show up on your webpage. In the edit drop down menu, you can cut, copy and paste into this text editor. If you’re pasting some text into this box from another place (like a word document) you may want to select the “paste as text” option instead of just “paste.” Paste will give you the formatting and text, “paste as text” will just give you the text.

22 Today: Primary Content
Format: Headlines, bolding, underlines, clear formatting In the format drop down menu, you can change your text up with bold, italicize, underline, or specify a heading level. You can also highlight all your text and then clear all of the formatting too. So go ahead, look around and experiment with changing the formatting of your text.

23 Today: Primary Content
Insert: adding a link section link for everything seattleu.edu external link for everything not seattleu.edu) The next thing we’re going to do now is insert a link, so highlight a piece of text that you want to be a link. The way T4 does links is a big change from Ektron. T4 has a great new tool that automatically updates a link if the URL changes so site visitors won’t get 404 errors if they click on a link within Seattle U.edu that changed addresses. This is great! But this means we need to add links in a particular way – when you insert a link to another part of SeattleU.edu, you’re going to click “insert section link” and navigate through the site structure to click on it (this can kind of be a tedious process because the site structure is so big and so doing this can require a lot of scrolling to find the right section you want to link to). If you want to insert a link to a site outside of Seattleu.edu – you select the “Insert/edit external link” and paste in just a URL. This is also how you do a link to an

24 Accessing the Media Library
From within Text Editor OR from Dashboard OR

25 Media Library The media library houses all of the images (as well as things like pdfs, and word documents) that show up on the website! This is the place where you would add and delete files and images. Let’s walk through how it works. Your first step is always clicking on the little plus sign next to the “Categorized” folder.

26 Media Library Once you click the plus, it will reveal a list of different media library folders – There’s most likely already a folder for your particular section and it’s within that folder that you want to organize your images and other files. For right now, I’d like you to scroll down, find the “Shared Library” folder, click on the plus to open it up and then find a picture you like to add to your page.

27 Media Library If you want to add a picture to your website that is not already in the media library, you do that by clicking “add media.” IMPORTANT TO KNOW: Before you click “add media” you need to already have clicked on the folder you want to add the picture to – YOUR folder. The folders in the media library have permission restrictions on them like the section folders for the web pages. Sometimes if you click “add media” and it tells you that you don’t have permission to do that, you may not be in the right folder, so be very careful that you’re in the right folder when you’re trying to add media.

28 Caveat: Naming files When uploading an image or other file (like PDFs) to the Media Library, be careful what you name the file Length (< 80 characters), no special characters, file extension/file type

29 Media Library Another handy thing I want to mention about the media library is that you can also search the media library using the filter tool, which searches the name and description you give the image when you add it to the media library. So be sure to name things in a way that will be useful for you to find them and easily identify them later.

30 Saving Your Content Save Changes = pending!
Save and Approve = in the publish queue! Takes about 30 minutes for changes to go live

31 Previewing Content Action-preview
Now that we’ve saved our content, let’s preview your content to see how it looks on the page. Click “action” to the right of your content file and select “preview” This will open up your section in a new window so you can preview how things look! If it’s not working, there may be a pop-up blocker on your computer.

32 Adding More Content Sections contain multiple content items
The order of files appear in your section = how they appear on the page To change the order: Content tab + order arrows to the left of content items

33 Other Content Types Examples and instructions on how to use different content types on Content Type Encyclopedia: So try it! Click “add content” and select a different content type this time. Add a quick links section to your page. Or a focus box. Or whatever you want. Try them out and move them around your page. You can see examples of how the different content types look on the training website. Different content types have different functions and different pre-selected styling to hopefully draw your users attention to different things, and hopefully make the page look more interesting and engaging.

34 Secondary Content – Zone B
Video (embed) – Zone A Quicklinks– Zone B Primary content – Zone A Focus Box – Zone B

35 Mirroring Content Mirror vs. Duplicate
Mirroring: one piece of content appearing in multiple sections. If you change the file, the change shows up everywhere the file does Duplicate: Copying file. If you change the file, the change only shows up in that instance But if you want content on EVERY page, use ‘Section Customizations’ folder One other thing I want to tell you about content. One cool option you have is something called “mirroring.” Let’s say you have a bit of content (maybe it’s a piece of content to advertise upcoming events, or deadlines to be aware of, etc.), and you want that same bit of content to appear on multiple different sections of your website. You can “mirror” that content and move it to the different sections you want it to appear in. And then when you change that piece of content in one section, it will change it in all of the mirrored content items.

36 Mirroring Content

37 Deleting content / sections
Actions > Delete Delete = Inactivate (not removed) Deleted content/sections can only be purged by administrators

38 Before you delete a section…
Is this page linked to on other pages? If yes (and it’s a ‘section link’) you will get a warning before you delete. Work to remove links to your page before you delete. What can I do to prevent users from getting 404 errors after I delete this page? Where is the URL published (search engine, s, print materials)? Work with MarCom web team to make changes to search engine results and create redirects

39 Menus Menus are automatically updated by adding a new section
Changing section orders in a menu Section + more tab + subsections + order arrows

40 Page Layout Options Subpage (default) Section customizations for section banner With or without page title Landing page (nav, with or w/o breadcrumbs) Homepage (no nav, no breadcrumbs) Both with large banner (Megabanner or Title Banner)

41 Page Layout: Subpage

42 Page Layout: Landing Page

43 Page Layout: Homepage

44 Any questions? Website Resources: Megan Otis, Web Support Specialist
Megan Otis, Web Support Specialist OR Again, this is a top-level training to get you familiar with different content types and the structure of T4 itself. I encourage you to test out different content types and add them to your sections, or edit existing content.


Download ppt "TerminalFour Training"

Similar presentations


Ads by Google