SodexoTridion CMS Overview

2 – Country.com Advanced Training v. 2013-01

■ What is Tridion CMS?

■ Websites

■ Inside Tridion CMS

■ How to create a page

■ Site Edit

■ Content Sharing

■ Security

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Content Management System (CMS)

■ A program that allows you to manage web based content

■ Stores parts of a page in separate places

■ Tridion also provides management of page layouts

Tridion CMS Advantages ( Why Tridion?)

■ Web based access

■ Allows you to focus on content, not design

■ Share content globally or within a country

■ Quick website development

■ Flexibility in language, content, website colors, and other features

■ Preview pages before going live

What is CMS?Tridion CMS OverviewRequirements

Requirements

Requirements

Requirements for using Tridion CMS

■ Internet Explorer 8 or 9

■ Make sure IE settings are right (see CMS Library >> Download)

■ Login

Sodexo Tridion web address

https://www.sodexhocms.com

Support

cmssupport.group@sodexo.com

Websites

Tridion in ActionSodexo CMS OverviewWebsites

SodexoNet

■ In 17 countries

Tridion in ActionSodexo CMS OverviewWebsites

Sodexo.com

CCIS Project – 43 countries with unified look and feel; Sodexo corporate websites across the globe

Tridion ProjectsSodexo CMS Overview

UK Czech

Brazil Germany

Websites

I am Sodexo (http://iamsodexo.com/)

Tridion in ActionSodexo CMS Overview

Websites

Entegra

Tridion ProjectsSodexo CMS OverviewWebsites

Inside Sodexo CMS

1

1 Location Bar2 Navigation Tree3 Toolbar4 Working Area5 Context menus

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3

4

5

Inside Tridion CMSSodexo Tridion trainingInside Tridion

Inside Tridion CMSSodexo Tridion trainingPage Building Blocks

A webpage has many parts. Each part is saved in its

own folder.

Inside Tridion CMSSodexo Tridion trainingPage Building Blocks

Page Template

Content

Page Template

■ Contains look and feel of whole site

■ Always looks the same – you never have to worry about it

■ Built into the system

■ Always empty when started

Building a WebpageSodexo Tridion trainingPage Building Blocks

Building a WebpageSodexo Tridion training

Content

■ Added to a page in blocks

■ Mix and match

Page Building Blocks

Building a WebpageSodexo Tridion training

Content

■ Added to a page in blocks

■ Mix and match

■ Change order or positions of blocks (with restrictions)

Page Building Blocks

Building a WebpageSodexo Tridion training

Content

■ Added to a page in blocks

■ Mix and match

■ Change order or positions of blocks (with restrictions)

■ Reusable

Page Building Blocks

Building a WebpageSodexo Tridion training

Content

■ Added to a page in blocks

■ Mix and match

■ Change order or positions of blocks (with restrictions)

■ Reusable

■ Saved in Tridion using a form (component)

■ Styles are added to published pages

Page Building Blocks When published:

This is an example of a component.

Building a WebpageSodexo Tridion trainingPage Building Steps

Publication

Website

Tridion

CMS is separate from the website.

Building a WebpageSodexo Tridion trainingPage Building Steps

Publication

Website

Tridion

StructureGroups

Folders

There are yellow and pink folders in each

Publication.

Page Building Steps

Publication

Website

Tridion

StructureGroups

Page Template

Schema

Folders

Page

Component

ComponentTemplate

To create a page:

1. Create a Component2. Select a schema & enter

your content3. Create a Page4. Choose a Page template5. Add component(s) &

select Component Template

6. Publish to website

Create a Component

Creating a Component

Step 1

Creating a Component

Step 2

SchemaSodexo Tridion Training

SchemasSpace for data

Ensures that all content have consistent structure

Survey:Survey:

Creating a Component

News Article:News Article:

Creating a Component

Step 3

Creating a Component

Step 4

Create a Page

Creating a Page

1. Go to the Structure Group where the Page will be saved

2. Click on "New Page"

Creating a Page

Required fields

■ Name – should start with a 3-digit number

■ File name – no spaces/special characters (*/+_#@)

■ Page Template (defines type of page)

Creating a Page

3. If published, you will see an empty page

Creating a Page

4. To add content, click on the Component Presentations tab

5. Click on the Insert button

Creating a Page

Add Components:

1. Select Component (content)

2. Select Component Template (layout)

3. Click on Insert

4. When finished click on Close

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3 4

Creating a Page

You now have a page with Content

Creating a Page

When published, this is how a page can look

Publishing

Overview Items must be

published to a website

Published items cannot be deleted

Can schedule publishing / unpublishing

Publishing Queue shows publishing states

Publishing

1. Right-click the Page

2. Select ‘Publishing’ and click on ‘Publish’

3. In the ‘Web Page Dialog’ window:

• Select a target ‘Staging’ or ‘Live’

• Click on ‘OK’

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Publishing

SiteEdit

Site Edit Features

Browsers:

■ IE 8 or 9

■ Firefox

■ Chrome

You can:

■ Edit a component

■ Create and add components to pages

■ Upload multimedia from desktop

■ Publishing Queue is always accessible

■ Rollback changes

Available in Staging Sites only

■ Each project has its own staging site domain

■ Staging site is secured

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Activate Site Edit

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1. Click

2. Wait for Publishing Queue to be enabled

Edit component

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1. Click in component

2. Click Edit (or click Component > Open Component from menu bar) > Open component

Site Edit – Insert existing component

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1. On menu bar, click Component2. Add Component3. Add existing component

Site Edit – create and insert new component

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1. Click Page Open Page

2. Select Component Presentations

3. Click Insert

Site Edit – create and insert new component

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4. Create New Component or New Multimedia Component

5. Add content Save and Close component

6. Select Component

7. Select Component Template

8. Insert

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Site Edit – create and insert new component

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1. Click Page > Publish Page

2. Select Target (select 1 only, staging-UTF8 first)

3. Click Publish

Site Edit – Tips and Tricks

■ Update components – not text

■ Publish pages – not components

■ When you can’t see your changes after publishing, check Publishing Queue. Make sure it’s successful.

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Content Sharing

SodexoNet NorAm BlueprintSodexo Tridion training

06G Canada (French)

03 Translation French03 Translation French

05G Canada (English)

Same language Countries

04G SodexoNet NorAm

05G USA 05G Mexico

Publications have parent child relationships

Share content with other countries or websites

Items are always inherited from the top;

Publications have parent child relationships

Share content with other countries or websites

Items are always inherited from the top;

Content Sharing

Navigation

53 –

Navigation

Country.com Advanced Training v. 2013-01

Navigation is related to Structure GroupsNavigation is created and organized by managing Structure Groups (SG)

Any numbered SG under Root becomes part of top navigation

Website NavigationSodexo Tridion trainingNavigation

Behavior is specific to a site’s designIn SodexoNet, must click a top item to see left navigation

In Sodexo.com, mouse over top item and sub items are displayed

Click a top items to see sub items on leftClick a top items to see sub items on left

Roles and Responsibilities

Security

■ Requires Tridion ID

■ Access to specific projects only

Roles (optional)

■ Contributor – can create new and edit content

■ Publisher – responsible for organizing the website; creates the actual pages and navigation; publishes pages for preview only

■ Editor –moves completed pages from preview to live

Roles can be customized

CMS RolesSodexo CMS training

Roles and Responsibilities

Flowchart: Creatinga Webpage

Create Multimedia

Component for each multimedia file

Create

Data Component(s) in yellow folders

Create a Page in pink Structure

Groups

Need multimedi

a file*?

To create a webpage

Is multimedi

a in CMS?

Add Multimedia Component to Data

Component

Yes

Yes

No

Add Data Component(s)

No

Publish Page

See page in website

Multimedia files:• Images• PDF• Excel file• Word file• Flash• Video

Q & A

Website NavigationSodexo Tridion trainingNavigation

Navigation

Creating a Structure GroupSodexo Tridion training

1. Go to the Structure Group where you want the new Structure Group

2. Click on "New Structure Group“

Required fields:

■ Name – must start with 3 numbers

■ Directory (for web server) – must have no spaces or special characters. Only the underscore and dash are allowed, example: India_Training or india-training

3. Right click on the Structure Group (SG)

4. Select Properties

5. On Metadata Schema, select “Structure_Group_Meta”

6. Select Yes on “Should this SG be clickable ….”

7. Type the page filename on the next field.

8. Click Save & Close

9. Publish this SG and xml SG

Website NavigationSodexo Tridion training