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Cascade CMS - Basics

Accessing the Content Management System

  • The CMS (Cascade CMS) is web based and accessible at http://cms.uh.edu.
  • Log in with a valid Cougarnet username and password.
  • Once logged into the CMS, select your site from the drop-down menu (Default site is 'Global) if you have access to more than one site.

How the CMS Works

  • Each site has a root folder and within that root folder are nested folders.
  • Each folder has a page, 'index'.
  • As new folders with index pages are created, the left-hand navigation is automatically built.

Creating New Pages

    • New pages are created, by first selecting the folder where the new page should be nested.
    • With the parent folder selected, choose from the blue menu bar 'New' -> Pages - Folder with Standard Page. 
    • In the dialogue box, type a 'System Name' for the folder: all lowercase, no spaces or special characters, hyphens are preferred.
    • Also type in a 'Display Name': Title Case, spaces are preferred.
    • Leave checked 'Display in Menu' if you will be publishing the new page to production and want the new page' s 'Display Name' to be included in the left-hand navigation.
    • If there will be a time delay before the new page is published to production, uncheck 'Display in Menu'.
    • Once the new page is set to display in the left-hand navigation, all folders within the same parent folder must also be published. Otherwise, the new page will be orphaned and not readily findable by users.
    • Now select and edit the new index page, adding meta tags and content:
      • 'Display Name': Title Case, can have spaces, special characters. This is the content at the top of every page and is an h1 tag.
      • 'Title' - this is what the user sees in the web browser tab.
      • 'Description' - this is vital information for every web page and should include:
        • College, department or unit name
        • Brief text that is also used in the 'Display Name' and/or key text within the page's content
      • Body Copy - this is main text region for secondary pages
          • WYSIWYG editor used for adding text as well as html elements: images, hyperlinks, anchors, video and tables.
          • Users can add custom html tags by clicking HTML in the menu bar
          • Add Body Copy content and other editable page regions for secondary pages

Editing Content using the WYSIWYG Editor

    • Insert Hyperlinks and Anchors
      • To create a hyperlink
        • Select the text to hyperlink (not click here, but user-friendly text: read more, for more information, etc) and
        • Then browse to select an internal page or
        • Select the External button and enter the full url beginning with http://
      • To create an anchor link
        • Place the cursor before the text you want to jump to
        • Select the anchor icon from the ribbon
        • Type a one-word or hypenated text for the anchor
        • To link to this anchor from the same page
          • select the text for the link and
          • then click the link icon
          • type in the anchor text that you just created
        • To link to this anchor from another page
          • Create the hyperlink as usual, and
          • Then type in the anchor text previously created
    • Insert Images - RGB, 72 dpi, JPEG, GIF, PNG, SVG formats (no CMYK)
      • First upload images to the CMS (these images should be sized as closely as possible to the specs regarding their intended use)
        • Upload images 1 at a time by selecting the target directory, clicking 'New' -> 'Default' - File
        • Upload images as ZIP by selecting the target directory, clicking 'Tools' -> 'Zip Archive'
      • Insert the image by placing the cursor where you want the grahpic
      • Select the Image icon (the tree) from the ribbon.
      • Browse to select the image that was previously uploaded to the CMS and type in the Alt text
      • Click the 'Advanced' tab and select the image alignment left, right, etc or
      • Once the image has been added, select the image and click the 'Styles' drop down menu and choose pull-left or pull-right
      • Images can be rendered smaller by selecting the image, grabbing a handle and holding down the 'Shift' key while dragging the handle. 
      • The CMS provides a way to do basic crops, resizing of images.
      • CMS image dimensions:
        • Home Page Features
          1130px wide by height of your choice. But, all images should be the same height.
        • Gallery Images - 858px wide by height of your choice. Heights can vary with each image.
        • Spiff List:
          270px wide by 179px tall
    • The 'Styles' chooser located in the WYSIWYG bar has css classes for helping format content
      • btn - select a text hyperlink and apply to create a button
      • btn-primary - similar to above.
      • clearfix - select an item and apply to force a line break
      • pull-left and pull-right are img aligment classes 
      • table is css class for tables
      • select table and table-bordered to create tables with borders
    • Pasting From MS Word, Powerpoint...
      • Generally copying text and pasting from MS document: Word, Powerpoint, etc can cause content formatting problems.
      • We suggest that you copy text from MS documents to Notepad, TextEdit or other text editors and paste that plain text into the CMS WYSIWYG editor.
      • There is a Paste icon that toggles:  Plain Text to Formatted Text. Using this feature text may be successfully pasted from MS document into the CMS
    • Tables - are best used to display tabular data
      • Insert Table - place the cursor where table is desired, click the 'Table' icon
      • Insert or Remove table rows
      • Select the row
      • Right-click and select the appropriate instruction
    • Add You Tube or other Video

Moving Pages

The CMS directory structure determines the relative URL to all published pages. As folders and associated pages are moved around within the CMS, a built-in feature warns the user that the folders and pages being moved, will also be unpublished. If Unpublish is left checked the pages would be unpublished from the listed destinations. The warning is shown below:

Previously published versions of the asset will remain on the webserver with the old path unless unpublished. Unpublishing from the remote server will delete the out of date content from the chosen Destinations.
If the asset is intentionally being moved and will be republished, then 'Unpublish' should be left checked. Additionally, pages in the parent directory will need to be republished so that the old page path no longer displays in those pages left-hand-navigation. If the intent is not to unpublish the asset, it may be advisable uncheck 'Unpublish" and the checked Destinations. If the intention is duplicate the asset, click 'Cancel', select the asset and 'Copy' the asset and browse to place it in the required parent directory.

Deleting Pages

Deleting pages is much like moving pages above. If the intent is to totally remove a page, it should be deleted and unpublished. It's parent directory pages would then need to be republished. Please note that deleting and unpublishing a page, does not delete the folder. Folders must be manually deleted from the server. Contact xxx to request specific directories be deleted.

Re-ordering Folders

Folders can be re-ordered in 2 ways:

I.  In the right-hand panel, use the up/down arrows in the 'Action' column to re-order each folder.

II. Drag and Drop: Re-order Folders

    • Select a folder to view its contents.
    • Click "Order" to sort the contents in ascending or descending order.
    • Once the contents of the folder have been sorted, a custom cursor will appear.
    • Click on the field to move an asset up or down and drop it in its desired order in the folder.  
      Re-ordering CMS folder graphic

Publishing Pages

Pages may have a number of Publish Destinations: Production, Staging and/or Testing. It is advisable to first publish newly updated pages to Staging to review content and expected functionality.

Publish destinations may from be re-ordered from time to time, so look carefully at the destinations before you click 'Submit'

Versioning (Rolling back) Pages

The CMS tracks up to 15 versions of a page. To rollback a page to an earlier time period:

  • Click the 'More' tab
  • Click on 'Versions'
  • Select from the left-most column the path and time to rollback
  • Click the link and then click 'Activate'