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CMS Admin Panel

Table of Contents [Hide/Show]    CMS Admin Panel          Basic          WebMaster          Admin       Getting Started       Multiple Websites       Basic CMS Admin Panel       WebMaster Role view of CMS Admin Panel       Admin Role view of CMS Admin Panel       Customizing the CMS Admin Panel    Administration Menus       Page Management       Site Management       System Administration       Performance Management       Synchronize Files       Language Management       Folder Management       Web Part Management       User Management       Roles Management       Security Management       Feature Management    Web Parts accessed from CMS Admin Panel

CMS Admin Panel¶

The CMS Admin Panel is used to start populating the system with users, roles, pages, and files necessary to start building the website. The panel is available in three operational modes:

• Basic
• WebMaster
• Administrator
  

Basic¶

Basic is used by the Mini-sites offering. It provides the administration interface to the small business owner for managing a fixed website.

WebMaster¶

If the logged in user has the WebMaster Role assigned, the user gets access to a subset of Web Parts in the CMS Admin Panel.

Admin¶

If the logged in user has the Admin Role assigned, the user gets access to all Web Parts in the CMS Admin Panel.

Getting Started¶

The CMS Admin Panel is the first Web Part seen when building a new Website. The website designer has uploaded the software, master templates, skins and the Admin page. The Admin page contains the CMS Admin Panel Web Part. Before the CMS Admin Panel can be used, it progresses through a series of stages:

1. If there are no CMS Users added to the system, the CMS Admin Panel displays a Create CMS User form. The user fills in the form and a CMS User is created.
2. If that there is at least one CMS User, the CMS Admin Panel prompts the user to login. The user sees the Login Prompt.
   • The user MUST be logged in as a CMS User to use the CMS Admin Panel.
3. If the user is logged into CMS, The CMS Admin Panel is displayed.
   

Figure: Login Prompt

Multiple Websites¶

The Microsoft Personalization database used by COR can store content for multiple websites at the same time. The 'Domain' displayed in various Web Parts identifies the website that content is being stored for.

A CMS Admin Panel supports one website that is defined by the Application Folder website configuration parameter.

Basic CMS Admin Panel¶

Websites that contain mini-sites make the Basic CMS Admin Panel available to site owners for making simple changes to the site.



Figure: Basic mode of the CMS Admin Panel

Web Parts include:

• Login
• CMS Upload Files is used by users to upload files to a folder in the website.
• CMS Navigation Menu Editor is used by the CMS Administrator to edit the navigation file. (This uses the Navigation Link File.)
• Update Page Meta Data is used by the COR Administrator to update Title, Description and/or Keywords for a web page.
• Folder Configuration is used by the COR Administrator to edit properties for the website.
• Style Sheet Viewer is used by the CMS Administrator. It displays the styles defined in the style sheet. This makes it simple to identify what styles to use in a web page.
• Theme Viewer is used by the CMS Administrator. It displays the skins defined in the theme file. This makes it simple to identify what colours are used in a web page.
  

WebMaster Role view of CMS Admin Panel¶

The WebMaster CMS Admin Panel provides

• Page Management - the ability to create pages, upload and manage files.
• Site Management - the ability to manage the navigation menu and view style colours used on the site.
• Language Management - the ability to review the bilingual phrases used in Web Parts.
• Folder Management - the ability to manage access to pages in each folder of the site.
• User Management - the ability to create and manage users.
• Roles Management - this ability to create and manage roles.
• Feature Management - the ability to review data input by custom Web Parts.
• My Links - an optional list of favourite links.
  for the website.
  

Figure: WebMaster mode of the CMS Admin Panel



Figure: WebMaster mode of the CMS Admin Panel - Web Parts displayed

Admin Role view of CMS Admin Panel¶

The Administrator CMS Admin Panel provides

• Page Management
• Site Management
• System Administration
• Language Management
• Folder Management
• Web Part Management
• User Management
• Roles Management
• Security Management
• Feature Management
• My Links
  for the website.
  

Figure: Administrator mode of the CMS Admin Panel



Figure: Administrator mode of the CMS Admin Panel - Web Parts displayed



Figure: Administrator mode of the CMS Admin Panel - Web Parts displayed

Customizing the CMS Admin Panel¶

The CMS Admin Panel may be customized to suit your needs. Please review the Customizing the Admin Panel page.

Administration Menus¶

Page Management¶

Page Management addresses the actions associated with a single page.

Web Parts for Page Management include:

• Create Web Page is used to add a new web page to the site.
• Update Page Meta Data is used by the COR Administrator to update Title, Description and/or Keywords for a web page.
• Manage Files is used to delete, rename, copy and upload files for the website.
• Upload Files is used by users to upload files to a folder in the website.
• Test Page Links is used to test hyperlinks in a page.
• Change Master File of Page is used to change the Master File of a Page.
  

Site Management¶

Site Management addresses the actions associated with the website.

Web Parts for Site Management include:

• Navigation Menu Editor is used by the CMS Administrator to edit the navigation file. (This uses the Navigation Link File.)
• Manage Rewrite Rules is used by the CMS Administrator to add/edit and delete rules for rewriting urls.
• Google Site Map creates a site map file used by robots to scan your website.
• CMS Audits display the audits saved by the system.
• Style Sheet Viewer is used by the CMS Administrator. It displays the styles defined in the style sheet. This makes it simple to identify what styles to use in a web page.
• Theme Viewer is used by the CMS Administrator. It displays the skins defined in the theme file. This makes it simple to identify what colours are used in a web page.
  

System Administration¶

System Administration addresses the actions associated with the site and performed by the System Administrator.

Web Parts for System Administration include:

• Website Configuration File is used to configure application settings in the web.config file.
• Master Page Configuration is used to configure the Site Master Page.
• Manage Websites defines a new website index stored in the Personalization database.
• Manage Subscriptions manages subscriptions used for Jetfire applications.
• Manage Session State is used to change where the Session State is stored.
• Create a Site is used to create a folder with pages and protected by a role.
• Folder Viewer is used to use the folders of the website.
  

Performance Management¶

Performance Management addresses how the website is performing.

Web Parts for Performance Management include:

• Monitor Session is used to check session parameter usage.
• Ping Database pings the database from the web server.
• Speed Test tests the speed of the connection from the server to the user point of connection to the network.
• W3C Validator validates html.
  

Synchronize Files¶

There are a number of files shipped as part of the release. These files may be exported to the website for use.

Web Parts for Synchronize Files include:

• Synchronize Themes is used synchronize themes from the software release to the website for customizing the look and feel of the website.
• Synchronize Xml Files is used to synchronize xml files from the software release to the website for customization purposes.
• Synchronize Workflow Config Files is used to synchronize Workflow Configuration Files from the software release to the website for customization purposes.
  

Language Management¶

Language Management is used to manage bilingual strings for CMS and Jetfire Web Parts.

Web Parts for Language Management include:

• Manage Languages is used by the CMS Administrator to add and edit multi-language strings to the database for the website.
• CMS Select Language is used by the CMS Web Master to review language translations used in Web Parts.
• Synchronize Localization is used to export and import strings from the Localization table in the database.
  

Folder Management¶

Folder Management addresses the actions associated with pages in a single folder.

Web Parts for Folder Management include:

• Folder Configuration is used by the COR Administrator to edit a subset of application settings for a folder.
• Software Packages Configuration configures the Web Part Libraries that are accessible to pages within a folder. The reduces the list of Web Parts that can be added to a page in Library mode.
• File Viewer is used to display Files that are in a folder.
  

Web Part Management¶

Web Part Management addresses the actions associated Web Parts.

Web Parts for Web Part Management include:

• Web Part Properties for a Page displays properties for all Web Part for any page in the website.
• Synchronize Web Parts is used by the Web Designer to synchronize Web Parts on different pages in the same folder to a selected Web Part.
  

User Management¶

User Management addresses the actions associated with CMS users.

Web Parts for User Management include:

• CMS Login is used by the user to log into CMS.
• Create CMS User is used to create a CMS user.
• Create CMS Role and User Web Part is used to create a CMS user with a Role. If the Role does not exist, the Role is created.
• Manage CMS Users is used to edit and delete users.
  

Roles Management¶

Roles Management addresses the actions associated with CMS roles.

Web Parts for Roles Management include:

• Create CMS Role is used to add a new CMS Role.
• Manage CMS Roles is used to edit and delete roles.
• Review CMS Users Roles displays the assigned roles for each user.
• Assign Roles to CMS User is used to assigned roles to a user.
  

Security Management¶

Security Management addresses the actions associated with securing the site.

Web Parts for Security Management include:

• CMS Logged-in Users displays the users that are logged in.
• CMS Users Access Summary is a summary of what CMS roles can access.
• Login CMS User Trace is used to verify the new user.
• Web Part Authorization defines the users and roles that have access to Personalize the website. This can be defined site-wide or per folder.
• Manage CMS Roles for Folders provides a finer granularity to what functions (library, edit, design) that a CMS Role has access to pages in a folder.
• Folder Access Control List is used to control access to folders by CMS Roles.
• Folder Permissions allows the webmaster to set read/write privileges for folders.
• Encrypt String encrypts and decrypts strings, e.g. database connections, used in the site.
• Web Service Configuration is used to configure application settings for the Jetfire Web Service.
• ISP Accounts displays the accounts used at the ISP for your website.
  

Feature Management¶

Feature Management addresses the actions associated with a custom features included in the COR software.

Web Parts for Feature Management include:

• Rich Text Draft Content is used by web publishers to approve draft content submitted by editors.
  

Web Parts accessed from CMS Admin Panel¶

This is a summary of Web Parts configured on this page. The summary shows the title, description and access roles for each Web Part. Web Parts are listed alphabetically

Title: Admin Help Index

• Description: TrackerRealm CMS Admin Panel Help Web Part provides in page help for the CMS Admin panel.
  

Title: Assign Roles to CMS User

• Roles required to access: WebMaster,Admin
• Description: TrackerRealm Assign Users Web Part assigns roles to a user.
  

Title: Async Test

• Roles required to access: Admin
• Description: TrackerRealm Async Test Part.
  

Title: Bilingual Phrases

• Roles required to access: Admin,WebMaster
• Description: The TrackerRealm Bilingual Phrases Part is used to edit English and French phrases for Web Parts
  

Title: Change Master File of Page

• Roles required to access: WebMaster,Admin
• Description: TrackerRealm Change Master Page Part allows the webmaster to change the master file associated with a page.
  

Title: CMS Admin Panel

• Roles required to access: Admin,WebMaster
• Description: TrackerRealm CMS Admin Panel Web Part presents the administrative options for the site. The Correct Web Part is displayed for the selected action.
  

Title: CMS Audits

• Roles required to access: Admin
• Description: TrackerRealm Audits Web Part displays COR Audits.
  

Title: CMS Logged In Users

• Roles required to access: WebMaster,Admin
• Description: TrackerRealm Users Summary Web Part displays users that are currently logged in.
  

Title: CMS Login

• Description: TrackerRealm Login Web Part provides login for COR.
  

Title: Create a Site

• Roles required to access: Admin
• Description: TrackerRealm Create a Site Web Part creates a folder and populates it with content pages, admin pages, custom configuration settings and an optional user and role.
  

Title: Create CMS Role

• Roles required to access: WebMaster,Admin
• Description: TrackerRealm Create Role Web Part defines roles.
  

Title: Create CMS Role and User

• Description: TrackerRealm Create Role and User Web Part creates a Role, if not found, creates a new user, assigns the role to the user, auto-generates a password and sends a confirmation email to the new user.
  

Title: Create CMS User

• Description: TrackerRealm Create User Web Part defines new users.
  

Title: Create Web Page

• Roles required to access: WebMaster,Admin
• Description: TrackerRealm Create Page Web Part allows the webmaster to create a new Web Page for the website.
  

Title: File Viewer

• Roles required to access: WebMaster,Admin
• Description: TrackerRealm File Viewer Part displays files in a folder. User can open the displayed files and upload files.
  

Title: Folder Access Control List

• Roles required to access: Admin
• Description: TrackerRealm Folder Access Control List Web Part identifies the Roles required to access pages in the Folder.
  

Title: Folder Configuration

• Roles required to access: WebMaster,Admin
• Description: TrackerRealm Folder Configuration Part allows the user to update theme and access settings for a folder.
  

Title: Folder Permissions

• Roles required to access: Admin
• Description: TrackerRealm Folder Permissions Web Part allows the webmaster to set read/write privileges for folders.
  

Title: Folder Viewer

• Roles required to access: Admin
• Description: TrackerRealm Folder Viewer Part displays folders in the site.
  

Title: Google Site Map

• Roles required to access: WebMaster,Admin
• Description: TrackerRealm Google Site Map Part creates/updates the Google Site Map based on the Navigation Links File.
  

Title: ISP Accounts

• Roles required to access: Admin
• Description: TrackerRealm ISP Accounts Web Part displays the accounts used by the ISP to access the website.
  

Title: Login CMS User Trace

• Roles required to access: WebMaster,Admin
• Description: TrackerRealm Login Test Web Part provides a trace through the table to identify if the user can login.
  

Title: Manage CMS Roles

• Roles required to access: WebMaster,Admin
• Description: TrackerRealm Roles Web Part is used to edit roles.
  

Title: Manage CMS Roles for Folders

• Roles required to access: Admin
• Description: TrackerRealm CMS Access Web Part provides access to what COR capabilities that the user has based on a Folder in the website.
  

Title: Manage CMS Users

• Roles required to access: WebMaster,Admin
• Description: TrackerRealm Users Web Part provides user administration.
  

Title: Manage Files

• Roles required to access: WebMaster,Admin
• Description: TrackerRealm Manage Files Part allows the webmaster to manage files on the website.
  

Title: Manage Languages

• Roles required to access: Admin,WebMaster
• Description:
  

Title: Manage Session State

• Roles required to access: Admin
• Description: TrackerRealm Manage Session State Web Part moves the management of session state from memory to database (this eliminates log-offs caused by network time-outs).
  

Title: Manage Subscriptions

• Roles required to access: Admin
• Description: TrackerRealm Subscriptions Web Part provisions valid subscriptions for the Application space. (used for Jetfire)
  

Title: Manage Websites

• Roles required to access: Admin
• Description: TrackerRealm Application Web Part provisions valid Applications for Websites.
  

Title: Master Page Configuration

• Roles required to access: Admin
• Description: TrackerRealm Master Page Configuration Part edits the Master Page of the site.
  

Title: Master Page Editor

• Roles required to access: Admin
• Description: TrackerRealm Master Page Editor Part allows the Administrator to add, delete or edit static Web Parts in the Master Page.
  

Title: Monitor Session

• Roles required to access: Admin
• Description: TrackerRealm Monitor Session Web Part monitors application and session objects.
  

Title: Navigation Menu Editor

• Roles required to access: WebMaster,Admin
• Description: TrackerRealm Navigation Menu Editor Web Part is used to edit the navigation file.
  

Title: Review CMS Users Roles

• Roles required to access: WebMaster,Admin
• Description: TrackerRealm User Roles Web Part defines Roles for a User.
  

Title: Rich Text Draft Content

• Roles required to access: Admin,WebMaster
• Description: TrackerRealm Draft Content Web Part is a list of CMS draft content for Rich Text Viewers. This is used for the publisher as a quick list of content to be published.
  

Title: Site Template Configuration

• Roles required to access: Admin
• Description: TrackerRealm Site Template Configuration Part allows the user to update personal settings in the web.config file.
  

Title: Software Packages Configuration

• Roles required to access: WebMaster,Admin
• Description: TrackerRealm Software Packages Configuration Part is used to configure software packages for folders.
  

Title: Style Sheet Viewer

• Description: TrackerRealm Style Sheet Viewer Web Part shows the (simple) styles of the StyleSheet contents.
  

Title: Synchronization Localization

• Roles required to access: Admin
• Description: The TrackerRealm Synchronize Localization Part contains a number of useful commands used to import, export, auto-translate for Localization.
  

Title: Synchronize Themes

• Roles required to access: Admin
• Description: TrackerRealm Synchronize Themes Part is used to install and synchronize themes.
  

Title: Synchronize Web Parts

• Roles required to access: Admin
• Description: TrackerRealm Synchronize Web Part synchronizes a selected web part to 'identical' web parts found on other pages.
  

Title: Synchronize Workflow Config Files

• Roles required to access: Admin
• Description: TrackerRealm Synchronize Workflow Configuration files Part is used to install and synchronize Workflow Configuration files used with COR. Get it, customize it.
  

Title: Synchronize Xml Files

• Roles required to access: Admin
• Description: TrackerRealm Synchronize Xml files Part is used to install and synchronize xml files used with COR. Includes: FeatureTemplates,PageTemplates,RadEditorTools
  

Title: Test Page Links

• Roles required to access: Admin
• Description: TrackerRealm Test Links Part tests links contained on the selected page.
  

Title: Theme Viewer

• Description: TrackerRealm Theme Viewer Part displays the skin file for the current Theme.
  

Title: Update Page Meta Data

• Roles required to access: WebMaster,Admin
• Description: TrackerRealm Page Meta Data Part allows the webmaster to edit the meta data associated with a page.
  

Title: Upload Files

• Description: TrackerRealm Upload Files Part allows public users to upload files to a folder on the website (Useful for uploading videos and photos).
  

Title: Url Rewrite

• Roles required to access: Admin
• Description: TrackerRealm Url Rewrite Part edits the Url Rewrite file.
  

Title: Web Part Authorization

• Roles required to access: Admin
• Description: TrackerRealm Web Part Authorization Web Part defines what users and roles have access to Personalize the website. This can be defined site-wide and per folder.
  

Title: Web Part Properties for a page

• Roles required to access: Admin
• Description: TrackerRealm Web Part Properties Part displays browsable properties of all Web Parts contained on a Web Page (this includes static Web Parts).
  

Title: Website Configuration File

• Roles required to access: Admin
• Description: TrackerRealm WebConfig Test Web Part verifies that the Web.Config file is configured correctly for CMS and Jetfire.