Application Store - Content Management System

Application Store

1. Licensing and import

All information regarding licensing can be found here. Click here to find out how to import the application.

2. Features

With the Content Management System, you will be able to quickly, easily and securely to create freely laid out pages for your portal, manage them, and publish them in your portal. All content may be created in multiple languages. In addition, you have the ability to run a complete history of changes. Here you can see an overview of the individual properties and functions of the application:

3. Operating principles

Structure of CMS content

The CMS determines between templates that will be used for page creation or editing, and language variations. All pages can be created in various languages. Each language variant can exist in various versions, whereas exactly one version exists for use to the portal user for display. The language variant that is shown to the reader will be determined using the portal language set by the user. If the desired language variant does not exist, the user can be shown an alternative language variant. In the following, the individual elements will be described in detail.

Introduction

If you load the CMS in the portal, an introduction explaining the structure of the contents will be shown.



You can disable the introduction for further use of the CMS by clicking on "Do not display the introduction again". Clicking on "Close introduction" will close the introduction. You will also find the introduction in the application menu item "Help".

Pages

The pages present the entry point. They are to be understood as containers for the language variants and have the following properties:

Language versions

A language version contains the actual text contents that will be shown to the user. It can exist in one of the following statuses: If multiple versions exist for a language, the version that will finally be shown to the user will be defined via the activation. If a version is activated when another version for this language already exists, the activated version will be changed and will at this point in time be available to the users in the portal.

4. Overview

The entire CMS possesses an action and navigation menu on the left-hand side. The actual workspace is shown to the right.



Various modules or views can be opened via the navigation menu on the left. Depending on which menu item is currently selected in the areas "Contents, Templates, Categories", or "Languages", various actions will be made available in the action menu. If, for example, a menu item has been selected in the "Contents" area, the action "New page" can be performed.

The following possibilities for navigation are available:

5. New page

A new page can be created using the "New page "action. A three-stage wizard will proceed.

General settings


Page name

Enter the name of the page here.

Category

Select an appropriate category. By clicking on "Create category", a new category can be entered, which you can then assign to the page immediately.

Standard language

Select the default language in which the page contents are entered. Additional languages can also be added to the list by clicking on "Create language". You can find information about the required permissions here.

Display settings

On the right-hand side, you can define the display settings. If you click on the "Show additional settings" link, you can activate additional user actions.

Enable user comments

Means that users can add comments to the page.

Enable printing

The page can be opened in the print view.

Enable recommendation

Users can recommend the page.

Show creation date

The page's creation date will be shown.

Show author

The page's author will be shown.

Show copyright notice

The page's copyright will be shown.

Additional settings

Click on the link "Show additional settings" here as well.

Standard language replaces missing language version

With this setting, you will define that a missing language version will be replaced with the language version that has been entered in the default language of the page. If, for example, a user sets the portal to the Portuguese, the English version of the page will be shown if there exists no version in Portuguese and English has been defined as the default language of the page. If this setting is not active, the link to the missing language version will be hidden, i.e. in this case the page will not be available to the user.

Mark page as "important"

This weighting plays a role when displaying teasers and for the Important messages portlet. Under "Validity (start)", you will define from when the page will be available in the portal. Under " Validity (end)", a date can be entered, from which the page will no longer be available in the portal. Just a start or end date may also be entered, if a page should, for example, be displayed from a certain date with an unlimited duration. By clicking on "Proceed" the next page of the wizard will be shown.

Page layout




Here you can select a template for the page layout. There are page layouts for desktops and page layouts for mobile devices available. Simply click on the corresponding preview in the list and then click Save.

Create new version




In the following step, a first language version will be created for the previously created page.

Language

Select the language from the current portal languages.

Description

Enter the "Description" here.

Select template

Click on the magnifying glass to select a template that will be used in the next step.

Edit content




In the last step, the contents of the version will be entered in the editor based on the previously selected template. By clicking on "Preview", the version will be shown in the way in which it will later be displayed in the portal. The version can now be saved.

6. Status and help system

The CMS provides a status and help system to help new authors and users. It will be displayed in the upper area of the workspace and explains the current step, as well as the following options.



Completed steps will be shown in green here, steps that are currently being performed are in orange and outstanding steps are marked in grey. Using a link at the foot of each box, i.e. in the title bar, the relevant editing and configuration pages can be reached easily. The status and help system can be hidden by experienced authors or users in the action menu by clicking on "Next steps".



If in the course of editing new, previously unknown steps are available, the "Next steps" link will blink and in so doing notify you that the support of the status and help system is available if needed.

7. Editing a page

On the start page, an author can access "all pages", for which he has permission, via a table.



The table can be filtered by various criteria (name, category, publication status). Clicking on "Show versions" will show the existing versions in the right-hand area of the workspace.



By clicking on "Show context menu", the page actions will be shown, which you can use directly or when editing the page.



The context menu "Information" opens a page with the "General settings" and the "Display settings". In the lower area, the created versions will be listed.



The information page can be closed again by clicking on the symbol.



Click on the name of the page which is displayed as a link to edit it.

Page actions

On the left-hand side, you can find a number of actions that you can use on the page.

Preferences




With this action, the "General settings" and the "Display settings" and with by clicking on Edit, the page layout can be edited.

When you change the category of a page, the permissions that have been set for the original category will not be applied. Please create user permissions in this case manually, or using the page actions for User permissions and/or Author permissions.

Publishing the page




With this menu item, a page can be published. To do so, at least one version must be active in the standard language. If this is not the case, you will be notified of this as shown above. In this case, please use the help assistant in the upper area which will help you create and activate the version.



If the activation process has been completed, a link to the page can be created in the portal.



Click "Yes" here.



Here you can drag your page to the desired position via drag & drop. Pages that are based on a page layout for desktops have to be published in the "Standard" area of the menu, pages with a page layout for mobile devices in the Mobile area of the menu. In the lower area, the title of the link, that the user clicks on to access the page in the portal, can be entered in multiple languages. Then click on "Apply settings".



If a page has been published, under "Publication" the path within the menu will be automatically shown, in which the page and the corresponding language versions can be found. You can load the section from the menu view by clicking on To menu view.

Displaying the page in the portal




Here you will see the page in the portal, which will be opened after clicking on the new link - here the page is published under the "Home" menu. Here, the version of the page will be shown that has been entered for the current portal language. If a user switches to another language, the version that has been entered for this language will be shown. Clicking on "Edit page" leads directly to CMS, where the page can be edited. In order to print the page, click on "Print page". Clicking on "Recommend page" loads a page in which the page can be recommended to another recipient of your choice via email. This function is not available for mobile devices.

User and author permissions

When you select one of these actions, you can define the permissions to the CMS pages. Here, the User permissions control which users may view the pages in the portal, and the author permissions control which users may edit pages from the CMS. Clicking on one of these actions will lead you to a dialog in which the users to receive permissions can be directly selected from the User Manager in the portal.



Click on "Minimize / Maximize control".



Move the desired user from the "Available" list to the "Selected" list by using the arrow buttons. The changes will be saved if you click on the arrow icon in the upper right corner of the dialog.



Click on "Apply permissions" to save the new settings.

Delete

With this action, a page will be deleted with its existing versions.

Copy




Enter a name here for the page copy. Underneath, you can decide whether "all versions", "exclusively released versions", or "exclusively active versions" should be copied. Next, click on "Save".

8. Version actions

On the start page, click on the name of a page that is displayed as a link in the table to edit it.



You can see the versions of the page in the lower area.



By clicking on "Show context menu" you will reach all actions that you can use on this version. The context menu " Information" opens a page with an overview of page properties and publication status. The version can be copied or edited from here.



Close the window by clicking on this symbol. A click on the name that is displayed as a link will open the version for editing.

Back to page

By clicking on this action, you will reach the page to which the current language version belongs.

Edit

Clicking on this action opens the language version to be edited.

Release

If the release process has been activated in the system settings, releases can be requested for versions here via the Release action.

Activation

With this action, a language version will be activated.

Description

With this action, the description of a version can be changed.



In the description, you can also enter your own version number, which simplifies the determination between individual versions.

Keywords

Here you can enter keywords for a language version.



Keywords will be taken into account with a higher ranking when searching for a page, such as via the menu item "Search" in the application, or through the portal-wide search, and with this will be listed higher in the search results than the content that has been searched through for a language version.

Create teaser

All information regarding this topic can be found here.

Delete

With this action, an existing version will be deleted.

Copy

With this action, a language version can be copied.



Enter the language here in which the copied version will be composed. Underneath, you can enter a description. Next, click on " Save".

Version comparison

Underneath the actions, you will now see the "Additional versions" area.



Here, all language versions of a page will be listed. The current version will be designated with a green symbol, and the other versions with a blue symbol. Through the link "Switch", you can switch to the editing mode of one of the other versions. Clicking on "Compare" opens a window in which the differences between both versions will be shown in the lower area.

9. General actions




You will find the menu "General actions" in different situations when editing pages or versions. With a click on "New" you can for example create new pages, templates, templates from pages, categories or languages.

10. Start page menu

In the "Contents" menu category located on the start page, you can reach various views of your pages. In " Templates", you can manage and create the templates, which exist for use in the editor while editing the contents of pages and versions. In the "Categories" area, the categories for pages will be managed, and in Languages the various languages for language versions.


Here you have an overview of the portal structure and the published CMS pages with the individual language versions. By clicking on "Show context menu", you can use the actions on the page. Clicking on "Go to page" opens the page for editing.

All pages

This menu item shows all pages that have been entered in CMS.

My pages

By clicking on this menu item, only the pages will be shown that have been created by the current user.

Invalid pages

All pages will be listed here whose validity date has expired.

Check link

In the CMS editor, links to additional pages can be entered to further pages in the text content. Here, all pages will be listed that contain links to other pages that either no longer exist, or that are invalid because their date of validity has passed.

All templates

With this menu item, all templates will be listed for the editor in CMS.



By clicking on "Show context menu" the context menu will be displayed. Via that menu you can display a " Preview" of the template. "Go to template" - like a click on the name of a template in the table - opens the template. Clicking on "Edit" selects the template directly to be edited. Delete will delete an existing template. Click on the name of a template.



Next, click on the Edit action.



The template can be changed here. You can load a " Preview image" here, which will be shown when the template is selected by the user. To do so, click on "Browse". To make the template available, next click on "Save".



With the "New template" action, you can create your own templates. "New from page" applies a page of your choice as the template.



Here, select the page, the composition and layout of which you wish to use as a template. Underneath, the desired version can be selected. Then click on Next.



Here you can further edit and save your template.

All categories

All categories will be listed here.



By clicking on the context menu Edit or on the name of a category, the category can be changed. With the " New category" action, a new category can be entered.



The "Name of the category" will be composed here. In addition, the user objects for new pages can be applied at the assignment to a category.

Languages

All languages that can be assigned to the language versions in the CMS will be listed here.



By clicking on " Edit", the language can be changed. With the action " Add language", a new language can be integrated into the CMS.

11. Teasers

Create teaser

With a teaser, a part of a CMS page can be shown in other pages. The teaser will in this way make users aware of related, interesting contents. You can compose a teaser with the "Teaser" action.



The contents of the teaser can be entered here. " Preview" provides a preview of the teaser. By clicking on "Insert version contents", the complete contents of the language version can be applied to the editor. " Show version" shows the current version in which the teaser is being composed.



Click on "Close window".



Click "Save" here to create the new teaser.

Display teaser

Now select a page for editing on which the teaser is to be shown. Click on the "Display teaser" action.



You can activate the teaser display for the current page here. To do so, click on the checkbox to "Show teasers on this page". Underneath you have the ability to change the display format of the teasers that you have already selected while creating the page. When creating language versions, you will already have assigned categories. Here you can restrict the teasers that are to be shown on your page to individual categories, such as only teasers that have been created in a language version with the "Public" category. To do so, move the available category, with the help of the Arrow button, to the list "Selected".

Please note that teasers without a category will not be displayed in the end device. The teaser display can additionally be restricted, in which the Only take pages that are marked as "important" setting is selected.

In the "Restriction in regard to menu" area, you will define from which menu paths the teasers may be shown. With the option "No restriction / all pages", all teasers will be shown that fulfill the previously set criteria. The "Restrict to pages published in the menu" option restricts the origin of the teasers to those that belong to pages for which a menu entry exists. The selection can additionally be restricted in such a way that only teasers will be shown for pages that stem from "Subordinate pages" in the menu structure from the current page. "Restrict to subordinate pages of all neighboring pages" has the effect of only showing the teasers that come from subordinate pages of pages on the same level as that of the current page. Save the new settings by clicking on Save.



The teasers that correspond to the previously set criteria will now be shown on the page. Via the link "more...", you can show the page that contains the content of which the teaser has made you aware.

12. System settings




In the system settings, general settings for the CMS can be made. Here, for example, you can create your copyright notice, which will be placed in pages for which this setting is active. In "Notify upon missing category", a text, such as the contact data for the employee responsible, can be entered. This text will play a role once you activate the release process. It will be displayed when no users have been entered who are to provide release authorizations to content in specific categories. Here, for example, you can enter a contact person who administrates the CMS. The text will be shown as a message when an author requests a release. This will ensure that the release process is executed correctly. On the right-hand side, you can enter presets for the dialog to create new pages.

13. Release process

If the release process has not been activated in the system settings, no process will take place. A version will then be activated immediately by the author, then released at the same time. If the release process is active, the process upon requesting releases can be controlled in various ways.



Restriction through the release

You will define whether or not pages and versions may be further edited after they have been released. The option "Deny modification when release is given" prevents additional editing. In these cases, the Edit menu item will no longer be available after the release is approved. If the option "Allow modification despite release" is set, the contents may be further changed. With the setting "Notify of distributed release upon modification", when released contents are changed, a corresponding message will be displayed.

Type of release

With the option that "Release takes place through processor", the employees that have been entered as release processors will be notified via email of requested releases and can approve these via a special page. "Release occurs through activation (implicit release)" has the effect of automatically approving a release at the moment that a version is activated. Furthermore, the release can be explicitly executed, for example to prevent a version from being edited. Click on Save to save the system settings.



If you have selected "Release takes place through processor" in the system settings, you will be notified of this here.

Setting up a processor for the release process

Switch to the start page and select the menu item "All categories".



Click on one of the categories to be edited.



In addition to the User and author permissions, the release processors can also be entered here now. The release team defined here will be notified of the request for a release by the author via email and can set the release through a special page.

Release and activation

If the release process has been activated, there will be a difference between release and activation. The release serves the administrators of the individual pages, i.e. the users who may provide releases, to ensure that the contents will be provided in the portal for use free of errors. A language version will also only be available in the portal once it has been activated. In this way, for example, new product descriptions for planned new editions of a product can be entered in advance as new language versions. Once the new edition is available, the new language version can be activated, in order to make it available in the portal.

Requesting and distributing releases

If an author has edited a page, he can request a release via the context menu "Release".



If it is defined in the system settings that only processors may distribute releases, the employees entered as such will be notified via email when the author clicks here on "Request release".



A comment can be entered here for the release processors.



Click Save.



Under the menu item "Versions for release", reachable from the start page, the release processor will now see the versions for which a release has been requested, in the table "Releases to be given".



On the same page, authors will be able to see in the "Releases I have requested" table the versions that are currently waiting in the release process. Both tables can be filtered via the drop-down lists "Author" and "Language" for the author responsible and the set language. A release processor can distribute a release by clicking on the context menu "Release".





Click "Edit" here.



Here a comment can be entered by the release processor. Click on "Accept".

14. Important messages portlet

The CMS possesses a portlet in which teasers from pages that are marked as important can be shown from the portal pages. A requirement for this is that the pages are released and active.



15. Technical appendix

Defining page layouts

When creating a new page, you have the ability to select an appropriate page layout.



You can also define these page layouts yourself in the Intrexx Application Designer.



When you open the application, you will find the view formats in the data group "Publication". In order to define a new template, a view page must be created in the "Publication" data group. Give a descriptive name to the view page, so that the authors will be able to select the desired format for the CMS page based on the name. Once the page is completed, please switch to the "Expert" tab of the properties dialog for the page, and from there to "Settings".



Here you will find three keys, which should have the following values for page layouts:

KeyValue
cms2.page.identifiercontent-page
cms2.page.image.srcPath to an image for the selection of the page layout, such as images/8CAC..796/Prevview_3_Teaser.png
cms2.page.list.indexDefines the order of the page layout in the drop-down list.

The new page layout can now be selected, after saving the application, when creating new pages.

Permissions

The user groups described in the following are recommended for the administration and the distribution of permissions in CMS. In this regard, the individual user groups refer to roles and define permissions to edit and view pages, as well as data groups, for their corresponding role. The roles are prerequisites for the access (editing and/or display) of CMS contents, whereas access to concrete CMS pages will be managed via the CMS. Please create the user groups described in the following in your portal and then assign your portal users to them accordingly.

CMS readers

Group of users that can access CMS pages to read them. Assign the "Users" user group in your portal to this user group.

CMS authors

Group of users that may create and edit CMS pages.

CMS release processor

Group of users that may inspect and release CMS pages.

CMS category administrators

Group of users that may define and edit the categories for CMS pages.

If the user groups have been created, the individual application permissions can be configured as follows.

ApplicationPermissionGroup
Use applicationAll named groups
Data groupsPermissionGroup
_DummyFull accessCMS authors
E-MailFull accessCMS readers
Release requestsFull accessCMS authors, CMS release processor
CategoryRead and read own, Full access, Read and read ownCMS authors, CMS category administrator, CMS Freigabe-Beauftragte
Initial read permissionsRead and read own, Full accessCMS authors, CMS category administrator
Initial write permissionsRead and read own, Full accessCMS authors, CMS category administrator
PageRead and read own, Full access, Read and read own, Change and change ownCMS readers, CMS authors, CMS release processor
User commentFull access, Read and read own, insert, change own, delete ownCMS authors, CMS readers, CMS readers, CMS readers, CMS readers
Language versionFull access, Read and read ownCMS authors, CMS release processor, CMS readers
LanguageFull accessCMS authors
System settingsFull accessAdministrators
PublicationFull access, Read and read ownCMS authors, CMS readers
TemplateFull accessCMS authors
PagesPermissionGroup
Insert - linkUse pageCMS authors
Insert - templateUse pageCMS authors
IntroductionUse pageCMS authors, CMS release processor, CMS category administrator
Global searchUse pageCMS authors, CMS release processor, CMS readers
HelpUse pageCMS authors, CMS release processor, CMS category administrator
Administer categories Use pageCMS category administrator
Context menu - newUse pageCMS authors,CMS category administrator
My pagesUse pageCMS authors
Menu viewUse pageCMS authors
Administer languagesUse pageCMS authors
Start pageUse pageCMS authors, CMS release processor, CMS category administrator
SearchUse pageCMS authors
Invalid pagesUse pageCMS authors
Versions with invalid links Use pageCMS authors
Versions for releaseUse pageCMS authors, CMS release processor
Administer templatesUse pageCMS authors
PreviewUse pageCMS authors
Important messages Use pageCMS authors
E-Mail recommendation Use pageCMS readers
Portal - recommendationUse pageCMS readers
Recommend pageUse pageCMS readers
View - release request Use pageCMS authors, CMS release processor
Display for editing - release request Use pageCMS authors, CMS release processor
E-Mail request release Use pageCMS authors, CMS release processor
E-Mail status release request Use pageCMS authors, CMS release processor
Request release Use pageCMS authors, CMS release processor
Edit release request Use pageCMS authors,CMS release processor
Context menu - categoryUse pageCMS category administrator
Edit category Use pageCMS category administrator
New category Use pageCMS category administrator
Info permissions pageUse pageCMS authors
Info pageUse pageCMS authors
Comments (mobile)Use pageCMS authors,CMS readers
Add comments - pageUse pageCMS authors
Configuration - page - conclusionUse pageCMS authors
Context menu - pageUse pageCMS authors
Delete page Use pageCMS authors
Administer page Use pageCMS authors
Publish page complete Use pageCMS authors
Teasers to be displayed page Use pageCMS authors
Administer author permissions - page Use pageCMS authors
Administer user permissions - pageUse pageCMS authors
Configuration - pageUse pageCMS authors
Copy page Use pageCMS authors
New page Use pageCMS authors
Page layout - pageUse pageCMS authors
Page layout - pageUse pageCMS authors
Administer user commentsUse pageCMS authors
Publish - pageUse pageCMS authors
Define publication location - pageUse pageCMS authors
Show user comment Use pageCMS authors, CMS readers
Show user comment (mobile)Use pageCMS authors, CMS readers
Delete - user commentsUse pageCMS authors, CMS readers
Delete - user comments (mobile)Use pageCMS authors, CMS readers
Administer - user commentUse pageCMS authors
New user commentUse pageCMS authors, CMS readers
New user comment (mobile)Use pageCMS authors, CMS readers
Info - Fast switching - versionUse pageCMS authors, CMS release processor
Info table version Use pageCMS authors, CMS release processor
Info version Use pageCMS authors, CMS release processor
Contents versionUse pageCMS authors, CMS release processor
Context menu - versionUse pageCMS authors, CMS release processor
Delete - versionUse pageCMS authors
Differences - version Use pageCMS authors
Activate - version Use pageCMS authors
Edit version Use pageCMS authors, CMS release processor
Description version Use pageCMS authors
Release version Use pageCMS authors, CMS release processor
Copy version Use pageCMS authors
LDelete active versionUse pageCMS authors
New versionUse pageCMS authors
Keywords version Use pageCMS authors, CMS release processor
Teasers version Use pageCMS authors, CMS release processor
Administer version Use pageCMS authors, CMS release processor
Context menu - languageUse pageCMS authors
Edit languageUse pageCMS authors
Confirmation save Use pageAdministrators
Page layout system settingsUse pageAdministrators
System settings Use pageAdministrators
Wide teaserUse pageCMS authors, CMS readers
Content above, three-column display of teaser (desktop)Use pageCMS authors, CMS readers
Content above, single-column display of teaser (desktop)Use pageCMS authors, CMS readers
Content above, single-column display of teaser (mobile)Use pageCMS authors, CMS readers
Content below, three-column display of teaser (desktop)Use pageCMS authors, CMS readers
Content below, single-column display of teaser (desktop)Use pageCMS authors, CMS readers
Content below, single-column display of teaser (mobile)Use pageCMS authors, CMS readers
Small teaser (mobile)Use pageCMS authors, CMS readers
TeaserUse pageCMS authors, CMS readers
Additional important messages portlet Use pageCMS authors, CMS readers
wichtige Meldung - Portlet Use pageCMS authors, CMS readers
Context menu - templateUse pageCMS authors
Administer templateUse pageCMS authors
Preview template Use pageCMS authors
Edit template Use pageCMS authors
New template from page template Use pageCMS authors