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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:
Rich text editor TinyMCE
Intuitive user interface
The individual pages can be administered by either a page tree
or via lists and tables.
Configurable user interface
Adjustable user interface for authors. Via the Intrexx Application
Designer, all kinds of individual views can be defined.
All kinds of pages can be copied.
Versions can be copied however you wish.
Preview for language variants of pages can be shown.
Management of backend users/groups
Restriction of activities for backend users/groups.
Creation and administration of templates for implementation of a style guide.
CSS styled content
Styles using CSS.
The entire menu structure and the location of pages will be
possible conveniently via drag & drop.
Workflow lifecycle, so that an article must be checked by a reviewer
before it can be released. The release process can be adjusted for
individual requirements through configuration options.
Administration of permissions for authors and editors, as well
as read permissions for the users of the portal.
The version of a page (or language version) can be saved and
then returned to at a later time. Versions can be created,
edited, and then exchanged with the published version via a
simple mouse click.
Multilingual contents. By creating various language versions,
multilingual contents can be managed. Single page tree: a page
will be assigned any number of language versions. The publication
takes place via the page (one-time publishing of all language variations).
Further, a default language can be defined for a page, so that portal
users, for whom the desired language variant is not available, will be
shown the variation in the default language instead.
Manual or time-controlled.
Users can comment on articles or forward them to friends as an
email. Administrators can archive the articles or "hide" them
from the users.
The CMS system has been fully integrated into the full text search
in Intrexx. All contexts will be completely indexed and can be
correspondingly located. When a search occurs, read permissions will
also be taken into account, as well as all other page properties
(default language settings, validity), the language settings of the
users, and special boosting settings provided by the keywords. Naturally,
the keywords can be saved in multiple languages also.
Creation of menus and menu entries. Structuring of menus and entries
(hierarchy) independent of article structure. Automatic creation of
breadcrumbs (page/hierarchy path) for simple navigation.
Directly integrated "next steps" also show beginners the required
actions to successfully publish a page.
Through the categories to which the pages are assigned, initial
permissions for authors and readers can be entered. These permissions
will be automatically applied to new pages. Furthermore, various
release teams can be defined for the categories. Through this
categorization, an assignment of pages will take place that are
shown as teasers.
Teasers make the reader aware of a page. They can be saved in
multiple languages. For each page that displays the teasers,
the display of teasers can be defined through numerous possible
settings. Filter possibilities are also available here.
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.
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".
The pages present the entry point. They are to be understood as containers
for the language variants and have the following properties:
Start and end date, with which it will be determined from when
and how long the page will be available in the portal.
Display settings and user actions
Options for display of the page and preset user interactions,
such as printing a page or entering comments.
The display of teasers can be individually defined for each page.
If the display is activated for a page, the teasers can be
shown according to various properties (category assignment
of the page, marking as "important", or dependent on publication
Selection of viewing pattern - page layout
In the Intrexx Application Designer, various view formats can be
designed for the display of pages. The view formats define how the
teasers will be shown (2, 3, or more columns), where and in which
form the user comments will be entered and shown, and much more.
A page can be assigned to a category. Using this category, the following
properties will automatically be assigned:
Read permissions for users
The permissions will start out only as preset values that simplify
the daily use of the CMS system, in which the permissions to the page
will be applied when creating a page corresponding to the category to
which the page is assigned. An author can, naturally, also individually
change the permissions (restrictive and expansive). Naturally, the
permissions will be checked at every relevant place, whether it is in
administration or the integrated full text search.
Language support / default language
Here you can define how missing language versions are dealt with.
You have the following options in this case: if a page is requested
in a language that does not yet exist in a translated format,
either the page can be output in the default language of the page,
or the link to the page will be hidden.
A language version contains the actual text contents that will be shown to the user. It can exist in one of the following statuses:
A newly created page in a new version and a defined language.
At first, this version will not be available in the portal.
With categories, it will be defined which members belong to a
release team. An author can notify the release team with a click
and ask for a release of the version. After the version has been
released, the version can no longer be edited. The exact release
process can be configured via the release settings.
Via activation, the language
version will be unlocked for the portal. Only released versions of a
page can be activated.
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.
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:
Display of the portal menu including all published
pages and language versions.
Corresponds to the start page and lists all pages for
which the current author has permissions.
Versions for release
List of release requirements that must be performed or
supplied by the current user.
List of pages that, due to the start and end dates will not
be shown in the portal.
List of versions with invalid links (links to further pages
that were created using CMS).
Listing and administration of all existing templates.
Listing and administration of all existing categories.
Listing and administration of all languages existing in CMS for page creation.
5. New page
A new page can be created using the
"New page "action.
A three-stage wizard will proceed.
Enter the name of the page here.
Select an appropriate category. By clicking on
"Create category", a new category
can be entered, which you can then assign to the page immediately.
Select the default language in which the page contents are entered.
Additional languages can also be added to the list by clicking on
You can find information about the required permissions
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.
The page can be opened in the print view.
Users can recommend the page.
Show creation date
The page's creation date will be shown.
The page's author will be shown.
Show copyright notice
The page's copyright will be shown.
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.
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
Create new version
In the following step, a first language version will be created for the
previously created page.
Select the language from the current portal languages.
Enter the "Description" here.
Click on the
magnifying glass to select a template
that will be used in the next step.
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
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
Click on the name of the page which is displayed as a link to edit it.
On the left-hand side, you can find a number of actions that you
can use on the page.
With this action, the "General settings" and
the "Display settings" and with by clicking on
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
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
leads directly to CMS, where the page can be edited. In order to print the page,
"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.
"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
With this action, a page will be deleted with its existing versions.
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.
Clicking on this action opens the language version to be edited.
If the release process has been activated in the system settings, releases
can be requested for versions here via the
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.
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.
All information regarding this topic can be found here.
With this action, an existing version will be deleted.
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 "
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
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.
This menu item shows all pages that have been entered in CMS.
By clicking on this menu item, only the pages will be shown that
have been created by the current user.
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.
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
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
Here you can further edit and save your template.
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.
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.
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
Click on "Close window".
Click "Save" here to create the new 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".
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
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
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
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
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.
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
Click "Edit" here.
Here a comment can be entered by the release processor. Click on "Accept".
14. Important messages portlet
The CMS possesses a
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
When you open the application, you will find the view formats
Contents above, three-column teaser display
Contents above, one-column teaser display
Contents below, three-column teaser display
Contents below, one-column teaser display
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
for the page, and from there to "Settings".
Here you will find three keys, which should have the following
values for page layouts:
Path to an image for the selection of the page layout, such as images/8CAC..796/Prevview_3_Teaser.png
Defines 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.
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
Group of users that can access CMS pages to read them. Assign the
"Users" user group in your portal to this user group.
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.