BasicCQAuthorTraining

cms.blog.ryerson.ca
TableofContents

Purpose.........................................................................................................................................................................................................4

DocumentUse.............................................................................................................................................................................................4

DocumentUpdates....................................................................................................................................................................................4

Audience.......................................................................................................................................................................................................4

AboutCQ.......................................................................................................................................................................................................4
5.1

WhowasInvolved?..................................................................................................................................................................4

5.2

Whatisthesystem?.................................................................................................................................................................5

5.3

WhereisCQlocated?..............................................................................................................................................................5

5.4

Whydidwemovetoanewsystem?................................................................................................................................5

Collage|CQComparison..........................................................................................................................................................................5

GettingStarted............................................................................................................................................................................................6
7.1

Browsers&OperatingSystems.........................................................................................................................................6
7.1.1 WindowsXP.....................................................................................................................................................................6
7.1.2 MicrosoftWindowsVista...........................................................................................................................................6
7.1.3 MicrosoftWindows2000...........................................................................................................................................7
7.1.4 AppleMacintoshOSX..................................................................................................................................................7

10

LoggingintoCQ...........................................................................................................................................................................................7
8.1

WorkingFromHome&OnCampus.................................................................................................................................7

8.2

Wireless........................................................................................................................................................................................7

8.3

DoIHaveAccesstoCQ?........................................................................................................................................................7

8.4

LogInScreen..............................................................................................................................................................................7

FindingContentinCQ...............................................................................................................................................................................9
9.1

WorkinginCQ.........................................................................................................................................................................10

9.2

SiteAdminScreen.................................................................................................................................................................10

9.3

NodeStructure:ParentPage&ChildPage................................................................................................................11
Creating&OpeningaNewPage.............................................................................................................................................13

10.1 Templates.................................................................................................................................................................................14
10.1.1 ThreeColumns.............................................................................................................................................................14
10.1.2 TwoColumnwithLeftnavigation......................................................................................................................14
10.1.3 TwoColumnswithRightFeature.......................................................................................................................14
10.1.4 OneColumn...................................................................................................................................................................15
1
Updated: 17/11/2011

10.1.5 Redirectpage...............................................................................................................................................................15
10.1.6 Blank:Notemplateapplied...................................................................................................................................15
10.1.7 Blogpage.......................................................................................................................................................................15
11

EditingaPage...............................................................................................................................................................................15
11.1 ContentFinder........................................................................................................................................................................16
11.2 Sidekick......................................................................................................................................................................................16
11.1 PreviewMode/EditandDesignModes.......................................................................................................................17
11.2 AddingContentusingaComponent.............................................................................................................................18
11.3 DeletingComponents..........................................................................................................................................................19

12

GeneralCQFunctions.................................................................................................................................................................19
12.1 FindandReplace...................................................................................................................................................................19
12.2 MoveandRenameaPage..................................................................................................................................................20
12.3 DeletingaPage.......................................................................................................................................................................22
12.4 Versioning.................................................................................................................................................................................22
12.5 SettingPageProperties......................................................................................................................................................23
12.5.1 PagePropertiesDialogBox...................................................................................................................................24

13

NavigationinCQ..........................................................................................................................................................................26
13.1 HownavigationiscreatedandmaintainedinCQ...................................................................................................26
13.2 ControllingNavigationviaDrag&Drop.................................................................................................................26

14

RyersonComponents&CommonComponents.................................................................................................................27
14.1 RyersonComponents..........................................................................................................................................................27
14.2 TextComponent.....................................................................................................................................................................29
14.2.1 EditingHTMLSourceCode....................................................................................................................................30
14.3 ImageComponent.................................................................................................................................................................30
14.4 TextImageComponent.......................................................................................................................................................32
14.5 TitleComponent....................................................................................................................................................................33
14.6 FlashComponent...................................................................................................................................................................33
14.7 DownloadComponent........................................................................................................................................................34
14.8 InsertingJavaScriptorStyleSheets(CSS)..................................................................................................................35
14.9 ReferenceComponent.........................................................................................................................................................35
14.10ListComponent......................................................................................................................................................................36

15

EditingusingDreamweaverwithCQ....................................................................................................................................38

16

DigitalAssetManager(DAM)`.................................................................................................................................................38
16.1 UploadFilestoDAM.............................................................................................................................................................39
16.2 CreatingaNewFolder.........................................................................................................................................................40
16.3 ToolBarFunctions...............................................................................................................................................................42
16.4 ImportantGuidelinesforUploading.............................................................................................................................43

17

Activating(Publishing)Pages.................................................................................................................................................43
2

Updated: 17/11/2011

17.1 ActivatingPages.....................................................................................................................................................................43
17.2 PageActivationStatus.........................................................................................................................................................44
17.3 ActivateTree...........................................................................................................................................................................44
17.4 Deactivateapage...................................................................................................................................................................45
17.5 LockMode................................................................................................................................................................................45
17.6 UnlockPages...........................................................................................................................................................................46
18

ContentReviewforStakeholders..........................................................................................................................................47

19

DAYCQDocumentation.............................................................................................................................................................47

3
Updated: 17/11/2011

1 Purpose
Thepurposeofthisdocument:

ToprovideanintroductiontoCQ

ToprovidetheknowledgeandhandsonapplicationofbasicauthoringfunctionsinCQ

ToprovideacomparisonofCollageandCQ

2 DocumentUse

Toberepurposedonline

Inclasstutorials

Basisforvideotrainingpresentations

3 Document Updates
Thecontentsofthisdocumentwillnotbeupdatedonaregularbasis.Anyupdatestofunctionalityor
componentsoutlinedinthisdocumentwillbemadetopagesandpostsontheCMSSupportBlog:
http://cms.blog.ryerson.ca/

4 Audience
Current/activeCollageusers(priority)

BasicUserswhowillbeauthoringcontent

PowerUserswhowillperformadministrativetasks,inadditiontoauthoringcontent

Newusers

5 AboutCQ
5.1

WhowasInvolved?

WebServices,CCSandcurrentCMSUsersdefinedUserandSystemRequirements.

CCS,CMSUsersandWebServicesparticipatedinCMSSelectionprocess.

CMSCommunityparticipatedinProofofConcept.

WebServicesandAdobeprovidetraining,documentation,andsupporttocontentauthors.

Contentauthorstomaintainsites.

4
Updated: 17/11/2011

5.2

Whatisthesystem?

CQWebContentManagement(WCM)System:

CreatedbyDaySoftware,recentlyacquiredbyAdobeSystemsInc.

Enablesauthorstocreate,editandmaintainwebcontent

ReplacesSerenaCollage

5.3

WhereisCQlocated?

CQislocatedinthesamesecureserverlocationasCollage.Itisaccessibleatthesamewebaddress:
https://cmshost.ryerson.ca

5.4

Whydidwemovetoanewsystem?

SerenaCollagereachedtheendofitslifecycleandsupport.

CQprovidesadditionalfunctionalitytocontentauthors.

CQprovidesuserswitharesponsiveandintuitiveinterfaceforquickandeasyediting.

CQallowsuserstotakeadvantageofnewandemergingtechnologies,includingnextgenerationweband
socialmedia.

Provides a webbased WYSIWYG (What You See Is What You Get) drag and drop interface that doesnt
requireaknowledgeofHTMLorotherWebtechnologies.

6 Collage|CQComparison
SerenaCollage

CQ

Assets(images,PDFs,Microsoftdocuments,
etc.)areuploadedintofolderstructure.

AllassetsareuploadedintotheDAM(Digital
AssetManager).

UsersmustsavepagecontentwithintheInline
Editorbeforeclosingthefile.

Contentisautomaticallysavedasitisbeing
addedtothepage.Thereisnosavebutton.

Onlyplaintextcouldbecopiedintoapage
usingtheInlineEditor.

TextorRichtextcanbecopiedfromany
source,includingWord.

ContentmustbedeployedfromtheDeploytab
andrequiresmultiplestepstopublishassets.

Contentcanbeactivatedfromeditingviewvia
theSidekick.

Versionsarecreatedeverytimeafileissaved.

Versionsarecreatedmanually.

AssetsaredifficulttouploadviaCollage.

Assetscanbeuploadedoneatatimeorasa
groupviadraganddrop!
5

Updated: 17/11/2011

Assetsmustbeapprovedbeforetheyare
activated.

Theadditionalstepofapprovalisunnecessary
beforecontentisactivated.

ActiveXandJavaarerequiredforCollage.

NotreliantonActiveXorJava;entirely
browserbased.

Noimageeditingavailable.

Imagescanbecroppedandresizedafterbeing
addedtoapage.

Contentreferencesnotavailable.

Referencesavailable.
Thisallowsreuseofcontentwithout
redundantcopiesofthatcontent.
Referenceislinkedtotheoriginalcontentso
thatchangestotheoriginalareautomatically
reflected.

7 GettingStarted
Firefox3.6istherecommendedbrowserforauthoringcontentinCQ.CQ5hasknowncompatibilityissuesin
Firefox4.
Downloadversion3.6>>http://www.mozilla.org/enUS/firefox/allolder.html
Pleasenote:Unexpectedbehaviourmayoccurdependingonthebrowseryouchoose.

7.1

Browsers&OperatingSystems

CQusesawebbasedgraphicaluserinterface(GUI),soyouneedawebbrowsertoaccessCQ(justlikeyoudidwith
SerenaCollage).
HerearethesupportedbrowsersforCQ:

7.1.1

WindowsXP

Browser

SupportLevel

MicrosoftInternetExplorer7.0

A:Supported

MicrosoftInternetExplorer6.0

A:Supported

MozillaFirefox3.x

A:Supported

MicrosoftInternetExplorer8.0

D:Validated,optionalsupportavailable.

7.1.2

MicrosoftWindowsVista

Browser

SupportLevel

MicrosoftInternetExplorer7.0

A:Supported

MozillaFirefox3.x

A:Supported

6
Updated: 17/11/2011

Browser

SupportLevel

MicrosoftInternetExplorer8.0

D:Validated,optionalsupportavailable.

7.1.3

MicrosoftWindows2000

Browser

SupportLevel

MicrosoftInternetExplorer7.0

D:Validated,optionalsupportavailable

MicrosoftInternetExplorer6.0

D:Validated,optionalsupportavailable

MozillaFirefox3.x

D:Validated,optionalsupportavailable

7.1.4

AppleMacintoshOSX

Browser

SupportLevel

MozillaFirefox3.x

A:Supported

8 LoggingintoCQ
8.1

WorkingFromHome&OnCampus

CQislocatedatthesameaddressasCollage:https://cmshost.ryerson.ca
VPN(RUVPN)accessisrequiredforoffcampusconnectivity.Ifyouareworkingoncampuswithahardwired
connection,youdonothavetouseVPN.

8.2

Wireless

IfyouareworkingonawirelessPCorMac,youmustuseVPN.

RequestanRUVPNID:http://www.ryerson.ca/ccs/connecting/secure/RUVPN/getting/

Download&Install:http://www.ryerson.ca/ccs/software/downloads/security/index.html

8.3

DoIHaveAccesstoCQ?

AllcurrentSerenaCollageauthorshavebeenverifiedandgivenaccesstotheircontentinCQ.AswithCollage,
authorscanloginusingtheirmy.ryerson(matrix)useridandpassword.

8.4

LogInScreen

7
Updated: 17/11/2011

Type address in your

browser:
https://cmshost.ryerson.ca

LoginScreen

Step1:OpenBrowser
Step2:TypeinCQLoginAddress:https://cmshost.ryerson.ca
Step3:BookmarkAddress
Step4:EnteryourRyersonuseridandpasswordintheUsernameandPasswordfields(seebelow)

8
Updated: 17/11/2011

9 FindingContentinCQ
OnceyouhaveloggedintoCQ,youshouldseetheWelcomeScreenbelow:

WelcomeScreen

TheGUIisdividedintovariouswebbasedconsoleswhereyoucanaccessCQfunctionality.Youwilllikelyonly
needaccesstoWebsitesandDigitalAssets.
9
Updated: 17/11/2011

Websites:Accessallthewebpagesinyourwebsite;create,edit,anddeletepages;startaworkflow;
activateanddeactivatepages;restorepages;checkexternallinks;andaccessyouruserinbox.

DigitalAssets,orDAM:Managedigitalassetssuchasxml,PDFs,images,flash,multimedia,Microsoft
documents(.jpg,.png,.doc,.ppt,.xls,etc.)

Click on the Websites icon to navigate to the

site admin (administration) area to create and
edit web pages.
Click on the Digital Assets icon to navigate to
the Digital Asset Manager to access or upload
images, documents, js,etc.

9.1

WorkinginCQ

Eachconsolehasdifferentoptions;however,howyouworkwithinCQisessentiallythesame:
Doubleclicktoopenitems.

Accessitemsfromthetreelist.Click+toexpandandtocollapsethoseitems.
Clicktheiconstoaccessotherconsoles.

Availablecommandsareabovetheitems.

Logginginandoutishandledintheupperrightcorner.

Collapsethesidekickbyclickingthearrow.

Searchforpagesusingthesearchbox.

9.2

SiteAdminScreen

Thesiteadminscreeniswhereyoullnavigatethroughyourwebpagesandopenthemforediting.Thisisalso
whereyouwillcopy,deleteandactivateyourpages.
10
Updated: 17/11/2011

Mostofyourworkwillbedonewithinthisarea(Websites).Youwillseethefoldertreecontainingyoursiteon
theleft(seebelow).
Selectinganodeintheleft(foldertree)willdisplayitschildrenontheright(think:nodeislikefolder,andchildis
likefile).
Alongthetop,you'llseecontrols(New,Copy,Delete,Move/Rename,Activate,etc.)andinformationcolumns
(Title,Name,Published,etc.).

SiteAdminScreen

9.3

NodeStructure:ParentPage&ChildPage

AllpagesinWebsitesareconsiderednodesinCQ,asopposedtofoldersandfilesastheywereinSerenaCollage.
Thefollowingdescribestheconceptofparentandchildpages/nodes.

ParentPage
TheParentPagewillshowa+nexttothepageiconintheleftpanewhencollapsed.Whenyouclickon
the+,thepagenameorthepageicon,itschildrenwilldisplayintherightpane.

ChildPage
Childpagesarethesubpagesthatsitbelowtheparent.Childrencanalsobeparentstootherpages.

IMPORTANT:

11
Updated: 17/11/2011

EveryfolderthatwaspreviouslycreatedinSerenaCollageandmigratedtoCQisnowconsidered
aPARENTpageoralternatively,aPARENTNODE.

Ifyoudoasingleclickontheparentnodeinthefoldertree(left),itwilldisplayallthechild
pages.

Typically,inCollageeveryfolderhasanindex.htmlfilethatactsasahomepageorlandingpage
forcontent.Example:www.ryerson.ca/ece/index.html

Ifyouviewthecontentwithinthe/ece/folderyouwillseethefollowing:

Theindex.htmlfileisstillwithinthe/ece/folderandstillactsasthehomepagefile.Nothinghas
changed.

InCQ,allcontentwithinthesiteadministreatedasapageornodeandifyoudoubleclicka
parentnode(e.g.ece),CQwillopentheformerfolderasapage.

www.ryerson.ca/ecebecomeswww.ryerson.ca/ece.html

However,thiswillnotaffectthestructureofyourwebsite.Thecontentofthispagewillbeblank
andtheURLswillbemaintainedasfolders.

12
Updated: 17/11/2011

10 Creating&OpeningaNewPage
Whenyouwanttoaddanewpagetoyoursite,selectthepage(node)whichwillbeitsparent.Thisisdoneinthe
foldertreeintheleftpanel.

Onceyouhaveselectedtheparentnode,click"New..."tobringupthetemplate
chooserandfollowthesesteps:

1.

ClickNewPage

2.

Title:Selectatitlethatwillbedisplayedtotheuser.Thiswillbeusedasthe
LeftNavigationTitleifthisnodeistoappearinthenavigation.Thetitlefieldis
amandatoryfield.

3.

Name:SelectafilenameforthenewpagethiswillcomepartofthepagesURL.Ifthefieldiscompleted,it
willappearasthenameintheURLafterthe/.Otherwise,theTitlefieldwillbeused.

Note:Trytokeepthenameshort;aimfor816characters.Pagenamesshouldbelowercaselettersand
numberswithnospacesandnospecialcharacters.Useahypenifyouneedtorepresentaspace.CQwill
automaticallyremovespacesinfilenames(thisisagoodthing!).

4.

Template:Alistoftemplatesisavailableforyournewpage(seenextsection).

5.

ClickCreateandyouwillseeyournewpageineditmore.

6.

Selectthepagefromtherightpane;doubleclickonthepagenametobegineditingthepageinAuthor
Mode;ORrightclickonthefileandselectEdit;OR,intheleftpane,doubleclickthenametoeditthepage.

13
Updated: 17/11/2011

10.1 Templates
CQtemplatesarebasedonpreviousSerenaCollagepagelayouts.Formigrationpurposes,wehavereplicatedthese
layoutsasCQtemplates.NotalltemplateswillbeavailableatthetimeofCQslaunch(blog,forms).Thetemplate
optionsare:

10.1.1

ThreeColumns

10.1.2

TwoColumnwithLeftnavigation

10.1.3

TwoColumnswithRightFeature

14
Updated: 17/11/2011

10.1.4

OneColumn

10.1.5

Redirectpage

10.1.6

Blank:Notemplateapplied

10.1.7

Blogpage

AnoteontemplatesinCQ:

Youcanuseanyvarietyoftemplateswithinyoursite.Userscanhaveathreecolumnpageandatwocolumnpage
sittingatthesamelevel(i.e.inthesameparent).YouarenolongerconstrainedbytheContentSizerrestrictions
ofCollage.

11 EditingaPage

15
Updated: 17/11/2011

WheninEditMode(orview),youcanadd,moveanddeletecontent,activateanddeleteapage.Therearetwo
maineditinginterfaces:theContentFinderandtheSidekick.YoucandraganddropfromtheContentFinderand
theSidekick.

11.1

ContentFinder

TheContentFinderislocatedontheleftsideoftheCQ5interfaceandholdsthecontentyoucandraganddroponto
yourpage.
TherearesixiconsatthetopoftheContentFinder;youwillbeusingthetwoleft
mosticons,ImageandDocuments,mostoften.
Thereisalsoanoptiontoviewfilesasthumbnailsorinmoredetail.

Images:displayssearchresultsforimages
Documents:displayssearchresultsfordocuments
Movies:displayssearchresultsformoviefiles
Pages:Thistabshowsallpages.Doubleclickanypagetoopenitforediting.
Paragraphs:Thisallowsyoutouseaparagraphfromanotherpageasaglobalreference.
Browse:Thistabshowsalltheresourcesintherepository.

11.2

Sidekick

Thinkofthesidekickasyourtoolboxwhileyou'rebuildinginCQ.TheSidekickwindowfloatsontopofthepage
(whenpageisopen)andcontainscomponents,pageproperties,versioningandothereditingfunctionsforyour
page.Youcanalsoselecttheview/modeonthetoolbaratthebottom.
TheSidekickhasaGeneralcomponentssectionandaRyersonComponentssection:

16
Updated: 17/11/2011

IconsatthetopoftheSidekick:

Components:
displaysthecomponentsavailabletomoveontothepage.

Page
Managepagepropertiessuchastitle,metadata,description,etc.

Information
ThisfunctionalityisusedbyDayAdministrators.

Versions
Createversionsandalsorollbacktopreviousversions

Workflow
Setupaworkflowforthepage.

11.1 PreviewMode/EditandDesignModes
TherowoficonsatthebottomoftheSidekickisusedtoswitchmodesforworkingwithpages.

17
Updated: 17/11/2011

Edit
SwitchtoEditmode

Design
Notapplicable

Preview
SwitchtoPreviewMode

SiteAdmin
UsethisbuttontonavigatebacktotheSiteAdminwindow.

Refresh
Reloadthepage

TheSidekickminimizesincertainmodesnamelyDesignandPreview.Byclickingonthearrowyoucanmaximize
theSidekickandreturntoEditMode(seeminimizedviewbelow):

11.2

AddingContentusingaComponent

Afteryouopenthepage;youcanstarttoaddcontent.Youdothisbyaddingcomponents.Thinkofthecomponents
as"containers"foryourcontentpage.
Toinsertanewcomponent:

Doubleclickthearealabeled"Dragcomponentsorassetshere"

Or,dragacomponentfromtheSidekicktothatarea.Thisareaappearswherevernewcontentcanbe
added.

18
Updated: 17/11/2011

Asyoudragyourcomponenttothetargetarea(seeabove),itwillturnintoabluedottedlinewithagreencheck
marktosignifythatyouareabletoinsertacomponentthere.Dropthecomponentontheappropriatetargetarea.

Doubleclickthiscomponent(or,rightclickandselectEdit)toopenthecomponentandinsertyourcontent.

11.3

DeletingComponents

Todeleteacomponent,rightmouseclickonthecomponent;amenuwillappearallowingyoutochoose"Delete"
fromalist.Youwillthenbepromptedtoconfirmthe"Delete"operation.
Youcanalsoclickonandselectthecomponentsothatanorangeborderappears.ThenpresstheDeletekeyon
yourkeyboard.Youwillthenbepromptedtoconfirmthe"Delete"operation.
ForMoreonComponents,seetheComponentssectionofthisdocument.

12 GeneralCQFunctions
12.1

FindandReplace

Tofindandreplacecontent(words,URLsorHTMLcode),startintheSiteAdminwindowandselectthefileor
directoryinwhichyouwanttowork.SelectFindandReplacefromtheToolspulldownmenu.

ThisopenstheFindandReplacedialogboxwhichwill:

Confirmtherootpathwheretheactionshouldstart

Definethecontenttobefound

Definethecontenttoreplaceit

Indicatewhetherthesearchshouldbecasesensitive
19

Updated: 17/11/2011

Whetheronlywholewordsshouldbefound

ClickthePreviewbuttontolistwherethetermhasbeenfound.Youcanselectordeselectinstancestobe
replaced.ClickReplacewhenready.Youwillbeaskedtoconfirmtheaction.

12.2 MoveandRenameaPage

Theproceduretomoveorrenameapageisthesame.Youdonotneedtodoboth:youcanrenameapagewithout
movingitorviceversa.
Fromthesiteadminview,clicktoselectthepage,thenselectMove/Rename
Or,youcanalsoselectthepageitem,thenrightclickandselectMove/Rename...
TheMove/Renamewindowopens;hereyoucaneitherspecifyanewlocation,anewnameforthepage,orboth.

20
Updated: 17/11/2011


Thepagealsolistsanypagesthatreferencethepagebeingmoved.Dependingonthestatusofthereferencingpage
itwillofferthepossibilitytoadjustthoselinksonand/orrepublishthepages.
Fillinthefollowingfields,asappropriate:
Move
Specifythepagetobemovedthisisusuallyfilledinbydefault,dependingonhowandwhereyoustarted
themoveaction.
to
Usethesitemap(availableviathedropdownselector)toselectthelocationwherethepageshouldbe
movedto.
Ifyouareonlyrenamingthepage,ignorethisfield.
Renameto
Thecurrentpagelabeldisplaysbydefault.Specifythenewpagelabel,ifrequired.
Adjust
Updatethelinkonthepagelisted.Thiscanbeselected/deselectedforeachindividualreferencingpage.
Republish
Republishthereferencingpage;againthiscanbeselectedforeachindividualpage.
ClickMove.
CQWCMconfirmsthatyouwanttomoveorrenamethecurrentpage.
ClickOKtoconfirm.
21
Updated: 17/11/2011

12.3 DeletingaPage
Youcandeleteapagefromvariouslocations:

WithintheWebsitesconsole,clicktoselectthepage,thenrightclickandselectDeletefromtheresulting
menu.

WithintheWebsitesconsole,clicktoselectthepage,thenselectDeletefromthetoolbarmenu.

WithinsidekickusethePagetabtoselectDeletethisdeletesthepagethatiscurrentlyopen.

Afteryouhaveselectedtodeleteapageyoumustconfirmtherequestastheactioncannotbeundone.

Note:
Afterdeletion,ifthepagehasbeenpublishedyoucanrestorethelatest(oraspecific)version,butthismaynot
haveexactlythesamecontentasyourlastversioniffurthermodificationshadbeenmade.SeeHowToRestore
Pagesforfurtherdetails.

12.4 Versioning
Tocreateanewversionofapage:
1. Inyourbrowser,openthepageforwhichyouwanttocreateanewversion.
2. IntheSidekick,selecttheVersioningtab,thentheCreateVersionsubtab.

22
Updated: 17/11/2011

3. EnteraComment(optional).
4. Tosetalabeltotheversion(optional),clicktheMore>>buttonandsettheLabeltonametheversion.If
thelabelisnotset,theversionisanautomaticallyincrementednumber.
5. ClicktheCreateVersionbutton.Agreyedmessageisdisplayedonthepage;forexample:
Version1.2createdfor:ElectionResults
Note:
Aversionisautomaticallycreatedwhenthepageisactivated.
ComparingwithaPreviousVersion:
http://dev.day.com/content/docs/en/cq/current/wcm/page_create_edit.html#Comparing%20with%20a%20Pre
vious%20Version

12.5 SettingPageProperties
PagePropertiescanbeaccessedfromtheSiteAdminbyrightclickingonapage:

,
Also,whenthepageisopenforediting,PagePropertiesisavailableviatheSidekick:

23
Updated: 17/11/2011

12.5.1

PagePropertiesDialogBox

12.5.1.1 BasicPropertiesTab
Title:ChangetheTitleofyourpageasitappearsinthesiteadminlist.
Tags/Keywords:ClickonArrowforRyersonpredefinedkeywords.

*AuthorswishingtoaddtheirownkeywordscanrequestpermissionfromWebServicestodoso.
HideinNavigation:Anoptionthatindicateswhetherthepageisshownorhiddeninthepage

navigation.
SupportDragandDroptogeneratetheleftnavigation:Whenenabledontherootlevelnode

(example:ryerson.ca/alumni),thisfeatureallowsuserstodraganddroppagesintheorderinwhich
theywantthemtoappearintheirnavigation.Thisisnotadefaultselection.
SectionNumber:ThisisalegacyfieldfromSerenaCollage.WhencontentismigratedintoCQ,the

navigationwillcontinuetobecontrolledviathesectionnumberfieldunlesstheuserselectsthe
SupportDragandDropoptionabove.
PageTitle:Atitletobeusedonthepage.
NavigationTitle:Atitleforthepageforusewithinthenavigation(i.e.AlumniHome).

Oftenshorterthanthefulltitle.
24
Updated: 17/11/2011

 Subtitle:Asubtitleforuseonthepage.
Description:Adescriptionofpagecontent.
OnTime:Thedateandtimeatwhichthepublishedpagewillbeactivated.Whenpublishedthispage

willbekeptdormantuntilthespecifiedtime.Leavethesefieldsemptyforpagesyouwanttopublish
immediately(thenormalscenario).
OffTime:Thetimeatwhichthepublishedpagewillbedeactivated.Againleavethesefieldsemptyfor

pagesyouwanttopublishimmediately.
VanityURL:AllowsyoutoenteravanityURLforthispage.
RedirectVanityURL:IndicateswhetheryouwantthepagetousethevanityURL.

25
Updated: 17/11/2011

13 NavigationinCQ
13.1

HownavigationiscreatedandmaintainedinCQ

NavigationiscontrolledviatheSectionnumberinthePageProperties.ThisisalegacyofSerenaCollageanda
necessityforthemigrationofcontenttoCQ.Thehierarchyofnavigationwillcontinuetobemaintainedviathe
SectionnumberfieldunlesstheuserselectstheSupportDrag&Dropoption,alsoavailableinthePage
Properties.

Afterlogginginandgoingtowebsites,clickontheryersonfolderinthetreeviewontheleft.Thiswill
displayallsubfoldersintherightpane/column.Youwillseeyourrootlevelfoldernameintheright
(example:accessibility).
NeedtoKnow:Youcanonlyselectafile/foldertoviewitspropertieswhentheyaredisplayedintherightcolumn.

13.2 ControllingNavigationviaDrag&Drop
Leftnavigationisautomaticallygeneratedbasedonpagestructure.
Whenenabledontherootlevelnode(i.e.yourwebsitesrootfoldername),theDrag&Dropfeatureallowsusers
todraganddroppagesintheorderinwhichtheywantthemtoappearintheirnavigation.Thisisnotadefault
selectionandmustbemanuallyselectedbyusersaspreviouslydescribedinthesectionBasicPropertiesTab.
Toreordertheleftnavigation,simplyselectthepageintheleftpaneofthesiteadminscreenanddragittothe
appropriateplace.
Ifyouenabledraganddrop,pleasebesuretochecktheorderofyourfoldersinCQ.Youroriginalorderingmay
beaffected,andyouwillhavetomovethefoldersintothecorrectorder.
Also,ifyounoticenewfilesdisplayedinyournavigation,youmustselectHideinNavigationsothatitdoesnt
appear.
Theadvantagetousingthisfeatureyouwillnolongerhavetomanuallyaddasectionnumbertoyournavigation
folders(alsocallednodes).Youcansimplydraganddropyournodesintotheorderinwhichyouwantthemto
appear!

26
Updated: 17/11/2011

More:http://cms.blog.ryerson.ca/training/navigationincq/

14 RyersonComponents&CommonComponents
Pleasenotethatasmorecomponentsaremadeavailable,theywillbeupdatedontheblogandnotwithin
thisdocument.ForthemostuptodateinformationonComponents,pleaseseetheblog:
http://cms.blog.ryerson.ca/category/components/ryersoncomponents/

14.1

RyersonComponents

AsofNovember2011,thefollowingcomponentsareavailablewithintheRyersonComponentssectionof
thesidekick:
1. GenericHTMLComponentThisisthecomponentthatmostcontentfromCollagewasmigratedto.It
allowedustomaintainanyCCSandJavascriptbeingusedinapage.
2. PlainTextComponent
3. Columnshttp://cms.blog.ryerson.ca/2011/08/22/columnscomponent/
4. EventReleasetobeusedwithEventList
http://cms.blog.ryerson.ca/2011/06/28/eventrelease/
5. EventListhttp://cms.blog.ryerson.ca/2011/08/08/eventlist/
6. NewsReleasetobeusedwithNewsList
http://cms.blog.ryerson.ca/2011/06/28/newsrelease/
7. NewsListhttp://cms.blog.ryerson.ca/2011/08/05/newslist/
27
Updated: 17/11/2011

8. BiographytobeusedwithBiographyList
http://cms.blog.ryerson.ca/2011/06/28/biographycomponent/
9. BiographyList:http://cms.blog.ryerson.ca/2011/08/04/biographylist2/
10. GenericBiographyField
11. IncludeFile
12. RyersonSlideshow:http://cms.blog.ryerson.ca/2011/09/26/ryersonslideshowcomponent/
13. Gallery:http://cms.blog.ryerson.ca/2011/10/06/gallerycomponent/
14. MultipleDownloadComponent
15. Tabs:http://cms.blog.ryerson.ca/2011/10/06/dynamictabbednavigation/
16. CalendartobeusedwithEventReleaseandEventList
17. RyersonSiteMap
18. Redirecthttp://cms.blog.ryerson.ca/2011/08/16/redirectcomponent/
19. SecurityIncidenttobeusewithSecurityWatchList
20. SecurityWatchList
21. Twitter:http://cms.blog.ryerson.ca/2011/09/30/twittercomponent/

28
Updated: 17/11/2011

14.2 TextComponent

Cut,Copy,Paste:Thefirstfiveiconsatthetopleftprovideyouwithcut,copy,andpastefunctions.Thisis
useful,butthestandardwindowskeyboardcommandsworkaswell(CtrlX,CtrlC,CtrlV,etc.).

Find,Replace:Thenexttwoiconsallowyoutosearchthroughyourtext,and/orreplaceasegmentwith
another.

Formatting:Thenextseveraliconsallowyoutobold,italicize,underline,superandsubscriptyourtext.

Alignment:Alignyourtexttotheleft,center,orrightofthecomponent'sspace.

Link:SelectasegmentoftextandclicktheLinkicontocreateahyperlinkwiththeselectedtext;works
withbothinternalandexternalpages.TheLinkiconwiththered'x'willremovethehyperlink,andthe
Anchoriconinsertsananchorforinpagenavigation.

29
Updated: 17/11/2011

List:Thebeginningofthesecondlineoficonsallowsyoutoselectparagraphsandconvertthemtoalist,
eitherbulletedornumbered.Youcanalsoselectalistitemandindentoroutdent.

Table:Insertatable.Rightclickonatabletoedititscolumns,rows,size,padding,spacing,etc.

SpecialCharacters:Insertcharactersthatdon'thaveacommonkeystroke,suchasforeigncurrency
symbols.

SpellCheck:Checkthespellingofyourtext.

SourceEdit:Atanytime,youcanclickthisiconandseetheHTMLcodethatthiscomponenthascreated.

Format:Changeaparagraph'sstyletooneofseveralHeaders,orselectablockquote.

WiththeTextcomponentonyourpage,doubleclicktoopentheEditComponentwindow.UndertheTexttab,
you'llinsertthecopyforyourpage.Youcandothiseitherbywritingwithinthiswindow,orcopyingandpasting
fromanoutsidesource.

14.2.1

EditingHTMLSourceCode

ToaccesstheHTMLsourcecodeforyourtextcomponents,clickontheEditSourceiconattheendofthesecond
rowofthecomponentmenubar.ThiswillopentheHTMLwindowandyoucanedityourcodeaccordingly.
Note:Onceyoufinisheditingyourcode,clickontheEditSourceiconagaintosaveyourwork.

14.3 ImageComponent
Theimagecomponentdisplaysanimageandaccompanyingtextaccordingtothespecifiedparameters.Youcan
eitherdragordropandimagefromtheContentFinderorclicktouploadanimage.

30
Updated: 17/11/2011

Youcandraganimagefromthecontentfinder,orclicktoopenabrowsewindowwhereyoucanloadan
image.Aftertheimageisloaded,youcancreateaclickableimagemap,croptheimage,rotateit,ordeleteit.
Tozoominandoutoftheimage,usetheslidebarbeneaththeimage(abovetheOKandCancelbuttons)

Map

Tomapanimage,clickMap.Youselecthowyouwanttocreatetheimagemap(rectangle,polygon,andso
on)andspecifywheretheareashouldpointto.

Crop

ClickCroptocropanimage.Useyourmousetocroptheimage.

Rotate

Torotateanimage,clickRotate.ClickRotaterepeatedlyuntiltheimageisrotatedthewayyouwantit.

Clear

Removethecurrentimage.

Advanced

Thesetoolsincludethetitle,description,andthesize.

Title

Thetitleoftheimage.

Description

Adescriptionoftheimage.

Size

Setstheheightandthewidthoftheimage.
31

Updated: 17/11/2011

14.4 TextImageComponent
TheTextImagecomponentaddsatextblockandanimage.Youcanalsoaddtextandimagesseparately.

Text

Entertext.Usethetoolbartomodifyformatting,createlists,andaddlinks.

Image

Draganimagefromthecontentfinder,orclicktobrowsetoanimage.Croporrotateasrequired.

AdvancedImageProperties
Allowsyoutospecifythefollowing:
Title

Enterthetitleoftheblock.

AltText

Alternativetexttobeshowniftheimagecannotbedisplayed.Ifleftemptythetitlewillbeused.

Description

Adescriptionoftheimage.

Size

Setstheheightand/orwidthoftheimage.

Styles

Hereyoucaneitherleftorrightaligntheimage.

ThedefaultisLeftaligned,withtheimageattheleft.

ThefollowingexampleshowsaTextImageComponentdisplayingthespecifiedcontent:
32
Updated: 17/11/2011

14.5 TitleComponent
Thiscomponentaddsapredefinedtitletothepage.Onceyouhavedraggedthecomponenttothepage,double
clicktoedit.
Eitherenterspecifictextorleaveemptytousethepagetitle.

14.6 FlashComponent
TheFlashcomponentletsyouloadaFlashmovie.Youcandragaflashassetfromthecontentfinderontothe
component,oryoucanusethedialog:

Flashmovie

Theflashmoviefile.Eitherdraganassetfromthecontentfinder,orclicktoopenabrowsewindow.

Size

Dimensionsinpixelsofthedisplayareaholdingthemovie.

AlternativeImage
33
Updated: 17/11/2011

Analternativeimagetobeshown

Advanced

Includesallofthefollowing:

Contextmenu

Indicateswhetherthecontextmenushouldbeshownorhidden.

WindowMode

Howthewindowappears,forexampleopaque,transparent,orasadistinct(solid)window.

Backgroundcolor

Abackgroundcolorselectedfromthecolorchartprovided.

Minimumversion

TheminimumversionofAdobeFlashPlayerrequiredtorunthemovie.Thedefaultis9.0.0.

Attributes

Anyfurtherattributesrequired.

14.7 DownloadComponent
Usethiscomponenttoofferafiledownload.
1. DragandDroptheDownloadComponentontoyourpage.
2. ClickontheDownloadicontoselectandthendoubleclicktoopentheDownloadDialog.
3. EnteraDescription(optional)
4. DragtheassettobedownloadedfromtheContentFinderintheleft.
5. EntertheDisplayNamewhichwillbeusedasthelinktext.
6. ClickOK.

34
Updated: 17/11/2011

14.8 InsertingJavaScriptorStyleSheets(CSS)
BothJavaScriptandCSScanbeusedinyourwebsite.BothmustbestoredintheDAM.ReferencestotheJavaScript
orCSSmustbedoneviatheSectionBannerpagewithinyourwebsite.

14.9 ReferenceComponent

UsethiscomponenttoborrowcontentfromotherpagesintheCMS(eitherinyoursiteorfromanothersiteinthe
CMStowhichyouhavepermission).
Whencontentisupdatedintheoriginallocation,itwillalsoupdateonyourpage.

1. DragandDroptheReferenceComponentontoyourpage.

2. Doubleclicktoopenthecomponent,orrightclickandselectEditfromthedropdownmenu.
3. Clickthroughthearrowtonavigatetopageswithinthewebsite.
35
Updated: 17/11/2011


4. Toselectthecontenttoreference,selectthepageintheleftpaneandclickonthepieceofcontentto
referenceintherightpane.ClickSelect.

14.10 ListComponent
TheListcomponentallowsyoutoconfiguresearchcriteriafordisplayingalist:

36
Updated: 17/11/2011


BuildListusing

Hereyouspecifywherethelistwillretrieveitscontent.Thereareseveralmethods:

Childpages
Allchildpagesofthecurrentpagewillthenbelisted.Ifyouleavethisemptythecurrentpagewillbeused
astheroot.

Fixedlist
Hereyoucanspecifypagestobelisted.Usethevariousbuttonstoadd,removeandpositionthesepages.

Search
Hereyouspecifythesearchqueryandthepagetostartthequeryin.
Startinspecifiesthepaththesearchistooccurin.Youcaneithertypethecompletepathdirectlyortype
severalcharacters,thenusetheautosuggestionprovided.
Searchquerymaybeasimplecharacterstring,suchasaenean,ormayhaveasearchprefix,forexample
in:,tag:ortitle:amongstothers.

Displayas

Howyouwanttheitemstobelisted;includesLinks,TeasersandNews.

Orderby

Whetherthelististobeordered,andifso,thecriteriatouseforsorting.Youcanenteracriteriaorselect
onefromthedropdownlistprovided.

Limit

Specifythemaximumnumberofitemsthatyouwantdisplayedinthelist.

EnableFeed

IndicateswhetheranRSSfeedshouldbeactivatedforthelist.

Paginateafter
37
Updated: 17/11/2011

Hereyoucanspecifythenumberoflistitemstodisplayatonce.Alistwithmoreitemsthanspecifiedwill
usepaginationtodisplaythelistinseveralportions.

ThefollowingexampleshowsaListcomponentthewayitmaydisplayalistofchildpages,withthedesign
controlledbyasitedesign'scustomCSSdefinitions.

15 EditingusingDreamweaverwithCQ

1. OpenupDreamweaver
2. TopMenu,Sites>NewSite
3. UnderLocalInfo:entersitename,localrootfolder,defaultimagesfolder
4. Inleftunder"category"gotoRemoteInfo
5. UnderAccess,chooseWebDAV
6. EnterURLi.e.https://cqauthor.dev.ryerson.ca/your_root_folder
example:https://cqauthor.dev.ryerson.ca/graduate
7. PutinyourCQusernameandpassword
8. Inthecheckboxes,check:
a. Maintainsynchronizationinformation
b. Automaticallyuploadfilestoserveronsave
c. enablefilecheckinandcheckout(*Usethisifthereismorethanoneeditorwithinyoursitesection?)
9. HitOK
10. ToseeCQcontent,youhavetochoose"RemoteView"intherightdialoguebox
11. Gointothe"content"foldertoseeCQfilessuchasRyerson&DAM

Onsubsequentvisits...justgointo"ManageSites"insteadofNewSite.
AnyfileintheWebsiteorDAMcanbeeditedviaDreamweaverbynavigatingtothenecessaryfolder/file!!

16 DigitalAssetManager(DAM)`

Updated: 17/11/2011

Click the
or
icon to toggle
between the Websites manager and the
Digital Asset manager (DAM).

38

Whenyouwanttoaddnewmediacontent(images,
documents,etc.)toyoursite,itmustfirstbeuploaded
toDigitalAssets(DAM).DAMcanbeaccessedby
clickingthecameraicon.
IntheDAM,youshouldseeanidenticalfolderstructure
towhatyouseeintheWebsitesconsole.Eachsitegets
itsownDAMrepository.
Itisagoodpracticetodetermineastructureforyour
assetmanagerinordertokeepassetsorganizedand
easytolocate.ContentuploadedtotheDAMareeasily
accessiblefromtheContentFinderwheninAuthor
mode.
Navigatingthroughdigitalassetsisverysimilarto
navigatingintheWebsitesconsole.Ifthere'sanasset
you'dliketomodify,doubleclicktobringuptheAsset
Dialog.
Here,youwillbeabletochangetheasset'sproperties:
defineaTitle,enteraDescription,etc.

16.1

UploadFilestoDAM

Navigatetoyoursite'sfolderinDAM.Itwillbelocatedinthesameplaceasyoursite'srootnodeintheleftfolder
tree.WhenyourcontentwasmigratedfromCollagetoCQ,alldigitalassets(PDF,.doc,JPG,etc.)weremovedto
yourDAMfolder.Toaddnewfiles,selectNew

.
1. SelectNewFile
2. Click"Browse..."intheUploadAssetsdialogtochoosethefilesyouwanttoupload.Multiplefilescanbe
selected,asseenintheimageabove.Uploadinglargeamountofimagesorhighresolutionimagesisnot
advised.

39
Updated: 17/11/2011


3. SelectUpload.

Afteryou'veuploadedyourassets,doubleclicktoopentheAssetDialog.Here,you'llbeabletochangetheasset's
properties:defineaTitle,enteraDescription,etc.
Remember:YoumustActivatedigitalassets.

16.2 CreatingaNewFolder
TocreateanewfolderintheDAM,selectanexistingfolderunderwhichthenewfoldershouldbecreatedfromthe
leftpanel.

40
Updated: 17/11/2011

Clickonthearrowbeside"New..."toviewthedropdownmenu.
Clicktoselect"NewFolder..."

Apromptwillappear.TheNameofthefolderiswhatwillappearaspartoftheURL.Forthisreason,keepingit
shorterandinalllowercaselettersisrecommended.

TheTitleisanoptionalfield.ClickCreateonceyouhavefinished.

Thenewfolderwillnowappearinthefoldertreeviewundertheparentfolderyouhadselected.

41
Updated: 17/11/2011

Ifyouwouldliketomovethisfolder,draganddropitintothenewlocationwithinthefoldertree..

16.3 ToolBarFunctions
ThetoptoolbarprovidesthespecifiedfunctioninboththeWebsitessiteadminandtheDAM.

ThesearchboxcanbeusedtoperformquerieswithintheDAM.

42
Updated: 17/11/2011

16.4 ImportantGuidelinesforUploading

Ensurenamesadheretotheassetnamingconventions(nospaces,restrictedcharacters,etc.).

Assetsshouldbedeletedifnolongerused.

Imageslessthan1028pixels(heightorwidth)canbeuploadedtotheDAM

Imagesshouldbe72dpi

Largefilesormultiplelargefilesshouldnotbeuploadedbetween9a.m.and5p.m.

17 Activating(Publishing)Pages
17.1

ActivatingPages

Activating(orpublishing)yourpagesinCQ5isquickandeasy.Youcanactivateyourpageintoproduction
fromtheSiteAdminwindowand/orfromtheSidekick.IntheSidekick,clickonthePageiconatthetopof
thepaletteandthenclickActivatePage.

OrfromtheSiteAdminwindow,selectthepageyouwanttoactivateandselectActivate,eitherfromthe
topmenuorinthedropdownmenuavailablewhenyourightclickthepageselected.Toseethatthepage
has been published, refresh the page. The published page appears in the Site Admin window with
informationaboutwhoactivatedthecontentandthedateandtimeoftheactivation.

43
Updated: 17/11/2011

17.2 PageActivationStatus

ThegreeniconinthePublishedcolumnindicatesapagethathasbeenactivatedandincludesthedateof
activation.
Anorangeiconindicatesapagethatispendingactivationordeactivation.
Ablueiconindicatesapagethathasbeenmodifiedsincethelastactivation.Thispagemustbeactivated
againforthepagetobeupdatedonthewebsite.
Arediconindicatesapagethathasbeendeactivated.

17.3 ActivateTree
Fromthesiteadminviewyoucanactivatetheindividualpages.Whenyouhaveentered,orupdated,aconsiderable
numberofcontentpagesallofwhichareresidentunderthesamerootpageitmaybeeasiertoactivatethe

44
Updated: 17/11/2011

entiretreeinoneaction.YoucanalsoperformaDryRuntoemulateactivationandhighlightwhichpageswouldbe
activated.
Fullinstructionscanbefoundonthedocs.day.comwebsite:
.http://dev.day.com/content/docs/en/cq/current/wcm/page_publish/tree_activate.html

17.4 Deactivateapage
DeactivatingaPage
Toremoveapagefromyourpublishedsite,youdeactivatethecontent.Todeactivateapage,selectthepageyou
wanttoremoveintheSiteAdminwindow.SelectDeactivatefromthetopmenuorinthedropdownmenu
availablewhenyourightclicktheselectedpage.Youwillbeaskedtoconfirmthedeactivation.

RefreshtheSiteAdminwindowandthecontentisnolongerpublished.

17.5

LockMode

Tolockapagethatyouareworkingonsonoonecanmodifythecontentsoractivateit:
1. IntheWebsitestab,selectthepagethatyouwanttolock.
2. Doubleclickthepagetoopenitforedit.
3. InthePagetabofsidekick,selectLockPage:
45
Updated: 17/11/2011


4. Amessageshowsthatyourpageislockedtootherusers:

5. CQWCMdisplaysthepageaslockedandindicateswhichuserhaslockedthepage.

17.6 UnlockPages
Youcanonlyunlocklockedpagesifyoulockedthepageorifyouhaveadministratorprivileges.
Tounlockapage:
1. IntheWebsitestab,selectthepageyouwanttounlock.
2. Doubleclickthepagetoopenitforedit.
3. InthePagetabofsidekick,selectUnlockPage:

46
Updated: 17/11/2011

18 ContentReviewforStakeholders
Ifyouneedtodevelopanewwebsite,orredevelopanoldone,wehavesetupadevelopmentenvironmentthat
mirrorsthefunctionalityoftheproductionenvironment.Ifyouwishtogetanewdevelopmentsite,pleasecontact
WebServiceswithyourrequest.
Thedevelopmentenvironmentwillallowyoutofullydevelopandtestyoursitewithoutimpactingyourexisting
livesite.Itwillalsoallowyoutoeasilyprovideaccesstoclientsorstakeholderstoreviewcontentasitisbeing
developed.
Onceyoursiteiscompleted,WebServiceshttp://cms.blog.ryerson.ca/webcmssupport/contactus/willdoa
typicaldeployreview,packageyoursiteandreleaseittotheproductionserver.

19 DAYCQDocumentation

CQUserGuide:http://dev.day.com/content/docs/v5_2/html
resources/cq5_guide_power_user/cq5_guide_power_user.pdf

47
Updated: 17/11/2011