1. CMS Workshop

2. 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

3. 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

4. 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

5. 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

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

7. 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: page views per sec

8. The BIG Picture

9. 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

10. 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)

11. 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

12. 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)

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

14. 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)

15. 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

16. 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

17. 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

18. Component Types
Slide Show
Feed
Tabbed
Editorial
Raw HTML
Poll

19. 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.

20. 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.

21. Logging in For Training: JIT: Live:
URL:
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:

22. 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

23. 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

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

25. 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

26. 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.

27. 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.

28. Page Manager Preview: Getting There+ OR

29. 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)

30. 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

31. Resources Participant Guide CMS ATE Environment
CMS Total Training Guide
eCommerce Total Training Guide
Training Contacts:
Paul Rehac, Trainer
– Manager of International Portal Publishing
Product Group Manager, Portal Platform