Verdi CMS V3.2 Content Authors & Editors Training Exercises

Content Management System V 4.3

Training Exercises

Content Authors & Editors

T r a i n i n g E x e r c i s e s

Document: Verdi CMS V3.2 Content Authors & Editors Training Exercises Page: 2 Date: Mar 2018 © IBC 2018 All Rights Reserved Authorised By: IBC Commercial-in-Confidence E&EO

Table of Contents Module I: Getting Started with Verdi ..................................................................................................................... 3

Exercise 1: Logging On ....................................................................................................................................... 4 Module II: About the Administration Index Page and Interface ............................................................................... 6

II.I Introduction to Navigation & Function Areas ......................................................................................... 7 II.II Site Structure ........................................................................................................................................ 7 II.III Style Sheet Administration .................................................................................................................. 7 II.IV Templates Administration .................................................................................................................... 7 II.V Content ................................................................................................................................................. 8 II.VI Features .............................................................................................................................................. 8 II.VII Advanced ........................................................................................................................................... 9 II.VIII Users ................................................................................................................................................. 9

Module III: Introduction to Pages and Sub Pages ................................................................................................. 10 Exercise 2: Create Your Own Page & Sub Page .............................................................................................. 11

2.1 Add a Page ......................................................................................................................................... 11 2.2 Add a Sub- Page ................................................................................................................................ 14

Module IV: Introduction to Content ........................................................................................................................ 16 Exercise 3: Create Content for Your Pages ..................................................................................................... 17

3.1 Create a Content Pool Item ................................................................................................................ 17 3.2 Using the WYSIWYG Editor ............................................................................................................... 21 3.3 Using the Edit Pencil to Edit a Content Pool Item .............................................................................. 31

Exercise 4: Assign Content to Your Site Page(s) ............................................................................................. 33 4.1 Assign a location to your content........................................................................................................ 33

Exercise 5: Restoring Content Pool Items Using Graveyard ............................................................................ 36 5.1 Restore from the Graveyard ............................................................................................................... 36 5.2 Using the Recent tab in the Graveyard to find a Content Pool Item .................................................. 37 5.3 Using the Search tab in the Graveyard to find a Content Pool Item .................................................. 38

Module V: Introduction to Templates ..................................................................................................................... 39 V.I Introduction to Template Administration ............................................................................................. 40

Exercise 6: Select a Template and Configure Page Sections .......................................................................... 43 6.1 Configure the Template Settings for your page .................................................................................. 43

Module VI: Introduction to Features & Modules .................................................................................................... 45 Exercise 7: Adding an A to Z Listing ................................................................................................................. 46

7.1 Create / Edit a page ............................................................................................................................ 46 7.2 Configure Template Settings .............................................................................................................. 47 7.3 Populate the A to Z Listing ................................................................................................................. 48

Exercise 8: Adding an Event ............................................................................................................................. 50 8.1 Create a new Event ............................................................................................................................ 50 8.2 Publishing your Events Feature on the Public Site ............................................................................ 53 8.3 Adding additional Event Times ........................................................................................................... 54 8.4 Adding an Event Teaser ..................................................................................................................... 55 8.5 Adding Documents to an Event .......................................................................................................... 56 8.6 Adding Internal Contacts to an Event ................................................................................................. 56 8.7 Adding External Contacts to an Event ................................................................................................ 57 8.8 Copying an existing Event to a new Event ......................................................................................... 59

Exercise 9: Add a News Item to Your Page ...................................................................................................... 60 9.1 Add a News Article ............................................................................................................................. 60 9.2 Publishing your News Feature on the Public Site .............................................................................. 63 9.3 Adding Documents to a News Article ................................................................................................. 64 9.4 Adding News Category Behaviours .................................................................................................... 65

Exercise 10: Create an Online Poll for Your Page ............................................................................................ 68 10.1 Adding a Poll..................................................................................................................................... 68 10.2 Publishing your Online Poll feature on the Public Site ..................................................................... 70

Exercise 11: Create a Dynamic Form for Your Page ........................................................................................ 72 11.1 Create a new Dynamic Form ............................................................................................................ 72 11.2 Adding Fields to a Form ................................................................................................................... 74



Exercise 12: Create an FAQ for your Page ....................................................................................................... 77 12.1 Create a new FAQ ............................................................................................................................ 77

Exercise 13: Add a Job Advertisement to Your Page ....................................................................................... 79 13.1 Adding a job on your Employment page .......................................................................................... 79

Exercise 14: Adding Documents & Document Lists .......................................................................................... 82 14.1 Adding the Document List module to your page .............................................................................. 82 14.2 Adding Documents to a Document List ............................................................................................ 84

Exercise 15: Add a Shortcut to your Site .......................................................................................................... 90 15.1 Create a Shortcut ............................................................................................................................. 91

Module I: Getting Started with Verdi

The Verdi™ Enterprise CMS, also known simply as Verdi™, is the content management system which this training is designed for. What is a Content Management System (CMS)? A CMS is a system that allows non-technical people to efficiently and easily manage a website. Verdi™ is designed to provide maximum ownership to all users, reducing the cost of support and maintenance to your website(s). This comprehensive Content Management System (CMS) provides a dynamic communication hub between your organisation and its stakeholders. There are two main areas within Verdi™:

1. The Administration, where the management of Verdi™ is controlled and conducted through a secure, password protected login.

2. The Public Site, which is generally accessible by all users, unless sections require a login to access.

Administration Site

(Password protected)

Public Site

(Public viewing site)

Content is maintained and published to public site



Exercise 1: Logging On Overview: In order to manage your website content through the Verdi CMS you will need to log into the Verdi Administration. You will need a username and password to do so, if you do not already know this, please ask your organisations’ Verdi Site administrator. Objective: Our objective is to log into the Verdi Administration so you can begin managing the training website. Steps:

1. Open your web browser and type the Website Administration Address into the Address bar. For the purposes of training, a temporary training website is normally set up for you to log into, rather than your main website. You will be provided the address for this training website on the day of training. If you wish to administer your organisations’ main website, the address for the administration will normally take the form of simply adding /admin to your public website address, e.g.:

http://www.yourwebsitename.com/admin You may also have a STAGING version of your site, to practice with, which may be at a different address.

2. Enter your “username” in the Username text box 3. Enter your “password” in the Password text box 4. Click once on the Login button or press “return” or “enter” keys on your keyboard

Note: If you have entered either your username or password incorrectly, an alert will be displayed. You will be required to re-enter your correct details.

5. The Verdi™ Administration index page should appear and your name should be displayed at the upper

right of the screen. e.g.:

http://www.yourwebsitename.com/admin



6. Click on the Public Site link at the bottom of the screen. This will open a new window showing the public website. When using Verdi Administration, it is a good idea to also have a window to show the public site, so that you can see how your administration changes affect the public site, by clicking between the two windows, as you work through the exercises.

Once you have logged in successfully, the administration index page will be displayed. This page displays links to all the functions available within Verdi™.

Note: You will now have two browsers open, 1 – Your Verdi Admin; and 2 – Your Public Site.



Module II: About the Administration Index Page and Interface

Above: Verdi™ Administration Interface

Top Header This area shows the users name that is logged in and the name of the administration system. The Edit Pencil allows users to click on the public site and be directly linked to that content within the administration areas. By selected the pencil icons, you can turn the edit pencil function on and off:

Edit pencil is turned off. Edit pencil is turned on. Left Navigation The left navigation comprises of the main administration navigation. Note: See II.I for further information on the navigation areas. Main working area This is the main area of the site where the administration pages will appear. The default page is the Index page. Footer Utility Links

Index: This link returns users to the Index page. Public Site: This link opens the public site in a new browser window. Log Out: This link logs the user out of the administration system. Turn on Edit Pencil: This link allows the users to activate and deactivate the edit pencil. The current time and date (of the server hosting this website) are also displayed in the bottom right hand corner.



II.I Introduction to Navigation & Function Areas

The navigation is divided into seven main areas:

1. Site Structure 2. Style Sheet Administration 3. Templates Administration 4. Content 5. Features 6. Advanced 7. Users

II.II Site Structure

The Site Structure area allows you to adjust all of the content and structure within your site. The use of a tree structure also allows you to clearly view the organisation of information and navigation pages.

Users can refresh the content administration tree structure, revealing any structure updates.

The navigation uses a tree structure. Selecting the icon will expand a tree, and the icon will reduce the tree structure view. The Site Structure maintains all the homepages, tiers and content pages within your site.

The content expand allows you to add a content pool item to a particular tier.

Users can add pages to a tier. For example: you can have a main category (Tier 1), then add a sub category (Tier 2) underneath it.

II.III Style Sheet Administration

The Style Sheet Administration area relates to the font, colour and layout styles used within the content pages of the site. This area can only be edited by high level system administrators.

II.IV Templates Administration

The Templates Administration area relates to the template layouts used within the pages of the site. Users can add and delete templates, and edit the individual sections within templates.



II.V Content

The Content navigation area provides users with an additional way to organising and modifying content within the site.

The Content Administration area allows high level administrators to search for content and modify workflows.

The search function allows users to search for particular items of content.

The Content Pool stores all the content within your site within Content Pool Items. Content Pool Items can be thought of as “wrappers” around the individual files of content of your site, such as HTML pages, documents or images. This area is useful when a structure has not been decided on yet. Content publishers can write content, without assigning it a location straight away.

The Graveyard is where Content Pool Items are sent after they have been deleted. Content items can be searched for and restored.

II.VI Features

The Features navigation area allows users to add and modify particular features within the site. Also known as Interaction Points or modules, features consist of functions that allow users to interact with your site.



II.VII Advanced

The Advanced navigation area allows high level system administrators to manage the advanced settings of your site. Tasks within this area can include: ▪ Defining administrator mail settings ▪ Modifying WYSISWG functions ▪ Adding or modifying interaction point types ▪ Adding or modifying content formats ▪ Adding or modifying content categories ▪ Maintaining the Meta Keywords Dictionary (Adding or

modifying meta keywords) ▪ Viewing administration reports, such as a list of broken

links, unlinked files or complete listing of registered user permissions.

II.VIII Users

The Users area manages the users who have access to the administration area and password protected areas of the public site. Users can be maintained individually or as part of a group. The Verdi Roles & Activities allows high level system administrators to modify the administration and public permissions.



Module III: Introduction to Pages and Sub Pages

Pages and Sub Pages are what make up the menu items and navigation of your website, otherwise referred to as the Site Structure. A tier is a collection of pages in one level of the tree structure. A tier can contain one page or multiple pages. The Site Structure section within Verdi™ allows users to manage all Homepages, Tiers (of pages), Sub Tiers (of pages), and content assigned to pages, outlined below:

Tier

Sub-Tier

Content Pool

Item

HTML

(Created or

imported)

Documents

(Word, PDF)

Images

Interaction

Points

Content Pool



Exercise 2: Create Your Own Page & Sub Page Overview: Pages are containers for content, and they are defined by where they are located in the site structure, by the style template that has been selected for them, and by the content they contain. Pages are most commonly recognised as links in the navigation menus of your website. Objectives: To use the Site Structure section of Verdi Administration to create a new page, and then to add a sub-page of the first page. Steps:

• Add a page in the admin

• Check the page has appeared on the public site, as a navigation link

• Add a sub-page

• Check the sub-page has appeared on the public site, as a navigation link under the first page

2.1 Add a Page

1. In the left navigation, view the Site Structure Tab, by clicking it if it is not already selected. 2. Click on the + symbol next to the Your Organisation’s Homepage link on the left hand side navigation.

3. Click on the Add Page to this Tier link

Note: The General Information form should load in the main area.



Field Purpose

Title This is the title of this page, and appears in the Browsers Title Bar, and normally above your page content. Also, when first creating a page, the title will help create the URL of your page, e.g. if you entered “New Page” the link to your new page may end in /new_page.pm

Title Abbrev(iation)

This can be the same as your Page Title, and is shown in the Navigation Menu of your website, rather than on the page itself. However, it is normally meant to be a shorter version of the page Title. E.g. your Page Title may be “Annual Report for 2008 - 2009” whereas the Title Abbrev might be “Ann. Rep 08-09”. Succinct menu titles are normally better than long ones which can break the template of your website.

Display Position

This number will determine in what order your page will appear amongst other pages on the same level. e.g. if you add a new page amongst 7 other subpages of the About us tab, then you could choose position 1 to appear at the top of the About us menu, position 8 to appear at the bottom, or anywhere in between. If two or more people save separate pages at a similar time, and both choose the same position in the same menu tier, then the LAST person to save will be given that position, and earlier saves will be bumped down the positioning in the menu!

Search Engine Keywords & Description

If your website wishes to employ SEO (Search engine optimisation) techniques then you can use these fields to enter Keywords, and a description for your page. To be effective they should be reflected also in the Page Title and content of this page. Note though, that Google and other Search Engines’ Indexing Algorithms have been giving less and less prominence to keywords in recent years, so it is common not to use these fields at all, and simply rely on good Page Title, and content for page rankings

Default Contact Email & Display dropdown

This field is not commonly used, and is only intended for use on specific sites where the email address of the Page author is required to be displayed to the public in, e.g. the foot of the page. In which case enter the email address here, and choose “Display on site” from the dropdown.

Live Date & Calendar

This is the time and date that this page will start displaying on the website. The default for this date is the Server time at the point you clicked “Add New Page”, and so on clicking save the page would go live immediately.

Archive Date & Calendar &

This is the time and date that this page will stop being displayed on the website. The default is for this to be set to never Archive, so that once this page is saved, it will remain on the site indefinitely, until manually removed.



Never Archive checkbox

Refresh Date This is the time and date that the system will send a reminder email about this page, effectively asking a Verdi Administrator to check whether the content on the page needs to be reviewed. The default for this date is normally 6 or 12 months after the Live Date. The person to receive this email will normally be the last Page administrator who made a change to this page (which could just be the person who initially created it).

Show in navigation

If set to Yes, then this page will form part of the main navigation hierarchy of your website, and appear on the automated Sitemap module listing. If set to No, then it will be hidden from the navigation and sitemap, and you would need to manually create a link to this page (e.g. in page content, or Site Shortcuts), otherwise there would be no way for this page to be found except by searching for it. If this page has subpages, then those page would be hidden too.

Enabled This is effectively an override ON/OFF switch for the whole page (and for any subpages of this page). If set to Yes, then the page and contents and subpages can be searched for and linked to on the site. If set to No, then the site is completely hidden from the navigation, sitemap, search and of being unintentionally found.

Custom Fields

Depending on the customisations that IBC have built for your website, there may be custom fields for the Page (between General Information and Scheduling Options sections) – See your custom documentation for more information on these items.

4. Complete the following fields:

▪ General Information i. Title – enter your first name and surname ii. Title Abbreviation – enter your first name and surname initial. (eg SamS) iii. Display Position – leave as default iv. Description – enter the following text:

‘This test page was created by <enter your name>’

• Display Options i. Show in Navigation - Select Yes – Link in the Navigation area ii. Set Enabled to Yes and click on the Save button at the bottom of the form, or the save icon

at the top of the form to finish

Note: Your new page should now appear in the list of pages in the site structure tab, in the left navigation.

5. Click on the Template Settings tab on the main area - top navigation. The Template Settings form should load.



6. Select another option, other than Use Parent's Template Settings from the Template drop-down menu and click Show Layout to see the various modules that can be changed in the sections of this page

Note: By default your page will be set to use the style template which its parent page uses. (The parent page is the one under which you added this page). Template Settings tab allows you to choose the parent template, or one of the other available style templates for your website.

7. Click Preview/Set Options. This will display a preview of what your page will look like if you choose to

save these settings. Look at the Preview, and if you are not happy go back up to 6 and start again. 8. If you would like to fix these settings, click Update, to update the page. The new template and/or

settings will be applied. 9. Review your work in the public site, and ensure that your new page has appeared in the navigation

where you expected it to, if so click the link to your page. Now check that your page appears with the correct page Title, and that it has the template applied that you chose.

10.

Note: You may need to refresh the browser to view your changes, by clicking the browser refresh icon, or pressing F5 on your keyboard.

Note: Your page at this stage does not contain any content, other than those associated with the style template.

2.2 Add a Sub- Page

1. Find your page within the left navigation.

2. Follow the steps to add a new page, but this time by beginning by clicking the Add Page to this Tier

link below your previously added page. If this isn’t showing, click on the ‘+’ symbol next to your page first.




3. Complete the same fields, as in the exercise above: Add a page

4. Click on the Save button to finish

Note: Your new page should now appear in the list of pages in the site structure tab, in the left navigation, UNDER your first page.

5. Review your work in the public site. You should see a link to your new sub-page within the website navigation, UNDER your first page.

Note: You may need to refresh the screen to view your changes – press F5 on your keyboard



Module IV: Introduction to Content

Website content consists of HTML, MetaData, Documents and Images. Verdi™ treats content separately to pages, to allow content to be re-used on different pages, and managed separately, e.g. to allow different administration users than those responsible for setting up pages, to manage content. Depending on the requirements of your website, Verdi™ can also organise the various types of content into Categories to make it easier for content authors to choose the type of content they wish to create., e.g. typically two main categories are available, “Webpage content” comprising of the HTML which displays directly on a web page, and “Documents” comprising PDFs, Word Documents, etc which typically would be shown as links on your web pages. Content is stored in the Content Pool which allows each content item to be linked to, from a link in your website. Each item can additionally be located on one or more pages. Content can be created in two ways in the Verdi™ administration:

▪ Using the left navigation Site Structure tab – Create content and assign it to a page ▪ Using the left navigation Content tab – Create content and assign it to a Content Folder

Both options allow content to be added to the Content Pool as either Documents or Inline Content. The most common type of content on a website is typically “inline content”, otherwise known as HTML, or webpage content. You will recognise this immediately as the content you view on most webpages, comprising of text, images and links. This type of content is managed in Verdi through a WYSIWYG (What You See Is What You Get) Rich Text Content Editor which uses a non-technical “Word”-like user interface.



Exercise 3: Create Content for Your Pages Overview: The pages you created in the previous section have no content on them, other than the main style template wrapped around them. In order to display content on your page you need to create a content pool item. Objectives: This exercise will show how to create content on your new page using the WYSIWYG editor. Steps:

• Create a Content Pool Item (a container for your webpage content) and approve your content so it can be used on the website

• Edit your content item, and use the WYSIWYG editor to author some webpage content

• Use the edit pencil to update your content pool item

3.1 Create a Content Pool Item

1. Find your page within the left navigation. 2. Click on the + symbol next to the content link below your page

3. Click on the Add New Content link


4. Click on Web Page Content link (These category choices may be different for your website – check with your Site Administrator) to select the Content Category and click on the Set Category button.

Note: The WYSIWYG editor should load in the lower section of the page after you have set the category. Conversely if you chose a Category which does not require the WYSIWYG editor, once you click Set Category, the WYSIWYG editor will be removed.



5. Enter a Title for your content pool item in the box provided – this should be [Your name]’s Homepage 6. Enter the Title Abbrev in the box provided. (May be the same.) This is what your content item will be

called in the admin left navigation 7. Enabled Select Yes – Can be displayed on site from the drop down list 8. Enter some content of your choice, comprising of text, images and links. A separate manual exists

specifically for the WYSIWYG editor. Ask your website Site Administrator for this, and also see the next section which describes this in more detail. For this first exercise simply enter a line of text to identify this content as yours.

WYSIWYG editor



9. Scroll down to the Document Metadata section

10. Enter your full name in the Owner text box 11. Click on the Save button, the form will refresh

Note: Your New content has been created. However, the content will need approving/publishing before it will be shown on the public site.

12. You will notice at the top of the Add content screen there is a version number for this item of content.

This will tell you whether the content is live or will require approving before being live.

13. To make the content live click on the Publish Content button.

14. Once the content has been published the version text will change to read Live and the Publish Content button will no longer appear.



Note: Your New content has been approved / published, but if it still has not appeared on your page, you will need to check it has been applied to the correct Section of this page. When you create new content directly to a page (rather than creating the content in the Content Pool, and manually assigning it to a page + section later) then Verdi will attempt to assign it to a relevant section of your page, but does not always guess correctly which section you would prefer.

1. To check that your content has been assigned to

the correct section of your page, Click on the Locations tab for this content item.

2. Now view the current Locations for this piece of content. If you have only just added this content to this one page, there will only be one page listed here. If you had assigned this content to many pages, they would all be listed here.

3. In the screenshot above, the Section is set to 12, which is using the (Inline Content by Section) Module, which will correctly show your content. However, if that was set to None, or a different section with a different module, then your content may not be showing, and you would now need to click edit, to change which Section you wish this content to appear in.

4. Use the Section option to select the section you wish to display your content in

5. Ensure Enabled is set to Yes 6. Click on the Save button to finish



3.2 Using the WYSIWYG Editor

The WYSIWYG Editor (Pronounced Wizzy Wig, which stands for “What you see is What You Get”) can be referred to as many things such as the:

- Rich text Editor - Content Editor - Telerik RadEditor - HTML Editor

It is the area which provides an interface and a number of tools very similar to the Microsoft Word interface to allow you to format and author webpage content, i.e. that content which will appear on your webpages. The WYSIWYG Editor allows you to:

• Edit a Content Pool Item

• Paste text content which has been cut or copied from Word, Notepad or from other webpages

• Add or Edit text content directly onscreen

• Add or edit images and Flash animations at different sizes and alignments which have been uploaded or you wish to upload from your PC

• Add or edit links to pages or documents on other websites or on your website, or to create anchor links (links within a page) or email links

• Add or edit tables of information, and style the table outlines, background colours, cells rows and columns

• Format paragraphs of text, or single words or characters with your website’s pre-determined styles

• Add pre-formatted blocks of content called WYSIWYG snippets

1. Find your page within the left navigation. 2. Click on the + symbol next to the content link below your page

3. Click on your content item name link

Note: Your Content Item should load in the main area.

Note: The WYSIWYG editor should load in the lower section of the page after you have set the category. Conversely if you chose a Category which does not require the WYSIWYG editor, once you click Set Category, the WYSIWYG editor will be removed.



4. You can type content straight into the WYSIWYG, but you can also paste content which has been

created elsewhere. a. Pasting content into the WYSIWYG from Word (the wrong way)

i. Go to your PCs desktop and open a Word Document in Microsoft Word. ii. Copy a paragraph of text from the Word document iii. Come back to Verdi and click in the top left of the main white area (roughly where the

W of WYSIWYG is in the diagram above) iv. Just type “Ctrl-V”, or Right-click and choose “Paste”! v. Note that the text may appear to now be formatted wrongly, because it contains special

codes from Microsoft Word which are incompatible with webpage code b. Pasting content into the WYSIWYG from Word (the correct way)

i. Go to your PCs desktop and open a Word Document in Microsoft Word. ii. Copy a paragraph of text from the Word document iii. Come back to Verdi and click in the top left of the main white area (roughly where the

W of WYSIWYG is in the diagram above) iv. Click the “Paste Plain Text” icon, or Right-click and choose “Paste Plain Text”

WYSIWYG editor



v. A window will appear where you can paste your text by typing “Ctrl-V” or Right-Clicking and choosing “Paste”, click the OK button

vi. Note that the text has been pasted, but has had all of its formatting removed, thus removing the incompatible Microsoft Word codes. However, this means you must now format the text.

c. Pasting content into the WYSIWYG from another website i. Open another browser window and find another website with content you wish to copy

(note: you must read and abide by any legal copyrights in effect for any content you may wish to copy!)

ii. Use your cursor to select some text on screen iii. Go back to Verdi and paste (Type “Ctrl-V” or Right-click and choose “Paste”) iv. You should see that the website content has been pasted in with paragraphs and

headings intact, although they may look different to the original website due to differences in the styles of the two sites.

v. Note that if you paste images these may appear to display correctly, but they will in fact be linked to the original website they were cut from. Instead you should download images individually and upload them into the image manager and place them manually on the page to ensure you are using your own version of the images.

You can type text directly into the WYSIWYG Editor or Paste Plain Text from elsewhere but once you have the text, you are likely to wish to format it so that there are paragraph breaks and so that Headings are styled differently to the main text for instance.

Note: If you have a good knowledge of HTML you may wish to use the HTML view instead of the

standard WYSIWYG tools described below. The HTML view is found in the icon marked . You

can get back to the WYSIWYG by clicking the adjacent pencil icon . If you wish to learn to use the WYSIWYG features below please note that these features attempt to provide the same options as raw HTML coding would, but they can be unpredictable and frustrating to use and some knowledge of HTML is recommended, so that you can view the HTML view to troubleshoot any styling problems.

d. Adding Paragraph breaks

i. Place your cursor at the end of the sentence where you wish the paragraph break to appear, e.g. “First paragraph.| Second paragraph”

ii. Press the “Enter” key on your keyboard

iii. Alternatively, you can click the “New Paragraph” icon

iv. If you view the HTML code (by clicking the icon, you can see that the new paragraph has created and tags around each Sentence, e.g. “First paragraphSecond paragraph”

e. Removing Paragraph breaks

i. Place your cursor to the left of the Second paragraph, e.g. “|Second Paragraph” ii. Type the backspace key until the paragraph is removed

f. Adding Line breaks

i. It is possible to add line breaks, without creating a new paragraph. The benefit of this is that you can have apparent paragraph breaks between sentences, but they can still be part of the same paragraph and therefore share the same paragraph style.

ii. To add a line break, place your cursor at the end of the sentence where you wish the Line break to appear, e.g. “First paragraph.| Second paragraph”

iii. Hold down the “Shift” key, and then press the “Enter” key on your keyboard, and release the Shift key. This soft-return will have created a line-break.



iv. If you view the HTML code (by clicking the icon, you can see that the new line break has created a tag at the end of the first Sentence, e.g. “First paragraph Second paragraph”

g. Adding a Paragraph Style i. If you wish to apply a style to a whole paragraph, simply click your cursor somewhere

within the paragraph (note don’t select any text) ii. Now choose one of the styles in the “Paragraph Style” dropdown iii. Note that the whole paragraph has been styled with that style

h. Removing a Paragraph Style

i. Once in a while you may apply a style and get a result that you do not expect. You can remove this immediately by typing “Ctrl-Z” to Undo (as many times as you like)

ii. Alternatively, if you wish to remove formatting in specific areas in which case you can

use the Format Stripper icon iii. Use your cursor to select the text you wish to remove formatting from. Note that for best

results it is often best to select a line above and a line below where you want the formats removed, otherwise this feature may not work as expected.

i. Formatting text using CSS Styles

Similarly with Paragraph styles, you can add CSS Styles but these will only apply to the words you select, and no paragraph will be added. This feature is ideal for selecting a word or sentence within a current paragraph and changing the colour of the text for instance.

i. Select the text you wish to format using your cursor ii. Choose the style from the “Apply CSS Class” dropdown iii. You should see that just your selected text has been styled

j. Formatting text using text Styles

Even simpler styles can be added in a similar way to Microsoft Word, to allow you to Bold, Italic or underline words or sentences.

i. Select the text you wish to style ii. Click one of the text styling icons to apply or remove styling

k. Adding WYSIWYG snippets When your website was created, you may have been set up with a number of pre-formatted snippets. For instance, a commonly used advertorial panel with an outline, into which you can then add different text, or a standard table formatting you often use. To use these simply use

click the snippets icon , and choose the snippet from the dropdown menu.



l. Adding/Editing links

i. Select the text which you wish to become a link (or if editing an existing link simply place your cursor somewhere in the link)

ii. Click the Hyperlink Manager icon iii. The Hyperlink Manager window should appear

iv. You can now add a number of different types of link...

m. Link to another website

i. Use the first “Hyperlink” tab ii. Enter your website address in the “URL” field iii. Add some “Tooltip” text to provide the viewer a further description of what the link is

about iv. Change the Target to “New Window” if you wish the link to popup in a new window v. Choose a CSS Class if you wish the link to be styled in a particular way vi. Click “OK”, your link has been created



n. Adding a link to a page on this website

i. Click the “Internal Link” Tab ii. Choose a current page of your site, by choosing from the Homepage and Tier

dropdowns iii. Add some “Tooltip” text to provide the viewer a further description of what the link is

about iv. Change the Target to “New Window” if you wish the link to popup in a new window v. Choose a CSS Class if you wish the link to be styled in a particular way vi. Click “OK”, your link has been created vii. This method is preferable than simply adding a normal link to a page on your website

using a URL, since with a URL if you rename the page the link will break, whereas with this feature the link is created within Verdi and not to a URL which can change and so won’t break

o. Adding a link to a content item (usually a document like a PDF) on this website

i. Click the “Internal Link” Tab ii. Choose a current Content item of your site, by

clicking the “Select content item” button. This will pop up another window where you can choose your content item from the Content Folders

iii. The name of the Content item you chose will be shown in the “item” field

iv. Add some “Tooltip” text to provide the viewer a further description of what the link is about

v. Change the Target to “New Window” if you wish the link to popup in a new window vi. Choose a CSS Class if you wish the link to be styled in a particular way vii. Click “OK”, your link has been created viii. This method is preferable than simply adding a normal link to a page on your website

using a URL, since with a URL if you rename the content item, or update it the link would break, whereas with this feature the link is created within Verdi and not to a URL which can change and so won’t break



p. Adding a link to an email address

i. Click the “E-mail” Tab ii. Enter the email address which you wish to create a link to iii. You can also choose to enter an email “Subject” into the Subject field. Therefore when

the viewer clicks on this link, their email client will open and the subject will already be filled in.

iv. Choose a CSS Class if you wish the link to be styled in a particular way v. Click “OK”, your link has been created

q. Adding a link to an anchor

This is a useful feature to use when you have a long content item with lots of headings, which you wish to link to from the top of the page. These types of links which link you not to another page, but simply further down the same page are called anchor links. To create theses is a two step process, firstly create the anchor point(s) further down your page content, then create a link(s) to it(them).

i. Put your cursor to the left of one of the headings further down the page, and click the hyperlink manager icon

ii. Click the Anchor tab, and enter a name for this anchor (don’t use spaces or special characters), e.g. “answer-how_to_do_this” , click OK

iii. If you now take a look at your content item in HTML view you will see that the

following code has been added <a name=”YOURANCHOR"></a> (it is just like a normal link but with no link text so it does not show up on screen), click the pencil to view the page in design mode again

iv. Now create the link to this anchor at the top of the page, by adding some text e.g. “Click here to jump to this heading”, select the text and click the hyperlink manager icon



v. On the hyperlink tab, choose your anchor "YOURANCHOR" from the “Existing Anchor” dropdown list, click OK

vi. This has created the anchor point, and a link to the anchor point. You will notice that

the link to the anchor point looks a little like this <a name=”#YOURANCHOR"> Click here to jump to this heading </a>

vii. You can do this for as many anchors as you wish to create on your page, just make sure each anchor has a unique name.

r. Adding images

You can place images on your webpage content by adding an image that already exists on the server, or by uploading an image from your PCs desktop to your server first.

i. To display an image which is on your PC, place your cursor in the content area where you’d like the image to appear

ii. Click the Image Manager icon , adn the Image Manager should appear



iii. Click the “Upload Image” tab then the “Browse...” button

iv. Search your PC for the image you wish to upload choose it and click “Open” v. Then back in the Upload screen, click the “Upload” button vi. This will upload your file to the server, and show you the list of files currently on the

server, with your uploaded image selected

vii. Enter a Tooltip in the field under the image, and click the “Insert” buttonand your image

will be placed on the page. viii. You can now pick up and move the images around your page, resize it and perform

other formatting according to the properties area at the bottom of theWYSIWYG



s. Inserting a table

You can copy and paste existing tables of data from other webpages or from Microsoft Word document, and you can also create your own tables.

i. Click the “Insert Table” icon and choose the number of rows and columns required ii. A table will be inserted at your cursor position

iii. You can format individual cells by clicking them, or you can format the whole table at

once by clicking on one of the edges of the table, it will then look like this

iv. The various formatting options for a table are shown at the bottom of the WYSIWYG



3.3 Using the Edit Pencil to Edit a Content Pool Item

What is the Edit Pencil?

The edit pencil provides a simple way of locating a content item, by browsing the public website, rather than by

browsing the site structure or content folders tabs in the Verdi administration interface.

When enabled by a Verdi administration user, that user will be able to see an edit pencil icon next to each

piece of editable inline content (which they are authorised to edit) when browsing the public website.

Note: The edit pencil is not a global function. It is very much specific to the browser session of each administrator who chooses to switch it on. i.e. members of the public will NOT see edit pencils when viewing the website, nor will they be able to edit content.

Clicking one of these pencil icons, will then open a new browser window, which will display the edit screen for

that particular content item.

By selected the pencil icons in the administration area, you can turn the edit pencil function on and off:

Edit pencil is turned off. Edit pencil is turned on.



1. Click on the Turn on Edit Pencil option located at the bottom of the Administration screen or click on the pencil icon located in the Administration page header.

Note: The public website will open in a new window

2. Content Pool Items that you have permission to edit will display with a pencil icon.

3. Click on the required icon to load the content item or page within the administration and make any

required changes.



Exercise 4: Assign Content to Your Site Page(s) Overview: In order for your content to display on the website you need to assign it to at least one location. A location comprises of the page you wish your content to be displayed on, and the positioning on that page in relation to other elements on the page (a page section). Objectives: Specify one page on which to display the webpage content you have created, and choose where on the page. Steps:

• Locate your content item

• Assign a page location, and section

• Check your webpage

4.1 Assign a location to your content

7. From the left navigation, Click on the Content tab.

8. Click on the + symbol next to the Training content folder 9. Click on the Your name content link, to edit that content item.

10. Click on the Locations tab on the top navigation. The Locations form should load.



11. Click on the Add Location button under the Tier Locations heading

Note: The Add a Location form should load (see below)

12. Use the Homepages and Tier 1-3 drop-down menus to select the page you wish to assign the content to.

▪ Select Homepages as Your Organisation’s Homepage ▪ Use the Tier 1 drop-down menu to find your page

13. Using the Section (Grid Position) option to select the section you wish to display your content in 14. Set Enabled to Yes 15. Click on the Save button to finish

Note: You may see a message “The selected tier does not have the required Interaction Point Type assigned to it.” If so, you or a Site Administrator will need to set the Template Settings for that page to display the required Module. See Exercise 6: Select a Template and Configure Page Sections

Note: The location you have just assigned will now be listed on the main Locations tab.



Note: This content can also be assigned to additional locations, so it can appear multiple times in your website.

16. Click on the Add Location button under the Tier Locations heading

17. Follow steps 6 to 9 to set each additional location.

Note: The new location you have just assigned will now be listed on the main Locations tab.

18. Review your work on the public site. You should now see the content you entered displaying on your chosen page(s).




Exercise 5: Restoring Content Pool Items Using Graveyard

Overview:

The Graveyard is where Content Pool Items are sent after they have been deleted. Content that is currently in

the Graveyard can be restored by editing it and selecting "Undelete" from the toolbar menu. Note that you may

have to change the Folder/Pages in which the restored Content resides as they may have changed since the

Content was deleted. Content Pool Items can be restored to any previous version.

Objectives: Restore a deleted content item from the Graveyard. Steps:

• Find your content item in the Graveyard

• Restore content from the Graveyard

5.1 Restore from the Graveyard

1. Click on the Graveyard option within the side navigation

Note: The Graveyard Summary page will load. Use the Recent tab to view recently archived content or use the Search tab to search for specific content pool items.



5.2 Using the Recent tab in the Graveyard to find a Content Pool Item

The recent tab within the Graveyard displays an ordered listing of the most recently deleted items.

1. Click on the Recent tab option

Note: The Recent tab window will open, allowing you to view the most recently archived content pool items to help you find items that you may have deleted accidentally.

2. If the content pool item that you deleted appears in this list then click the Edit link to open that content

pool item.

Note: If the content pool item that you are looking for does not appear in the list then you will need to use the Search tab to help you find it.

Note: The deleted version of the selected Content Pool Item will display in the main area.

3. You will notice that the (a) Version status of the Content Pool Item has changed to deleted.

4. To reinstate the content click on the (b) Undelete icon option (see above illustration).

Note: The Version status of the document will now change. The version number will increment by one so if it was version 1 it will now be version 2. Also the document will also require approving/publishing now that it has been restored from the graveyard.



5. Click on the Publish Content icon to restore the content to the site.

5.3 Using the Search tab in the Graveyard to find a Content Pool Item

1. Click on the Search tab in the Graveyard

2. Enter some search criteria and click on the Search button. 3. The results of the search will be displayed below 4. Click on the Edit link for the Content Pool Item you would like to restore, and follow the steps in 5.2 to

Undelete the content item.



Module V: Introduction to Templates

Templates are used to define what Verdi features administrators of Verdi™ Administration may select within each of their pages. Templates are pre-configured by IBC during the development stage of the project however they can be edited by Site Administrators at any stage. Each template is divided into predefined grid sections (also known as a Wireframe) which divide the page into individual areas. You will see from the diagram below, the numbers on the left relate to each section in the wireframe on the right.

There are two steps that relate to the configuration of templates for your site: Template Administration The Template Administration area allows Site Administrators to manage the various main templates of the site. There are generally at least two templates that can be used in the entire website: 1. The Homepage template; and 2. A Subpage template. The templates are configurable to allow control over the choices of module, available to structure administrators, which they can choose from for each editable section of their pages.

Note: See the Section “Introduction to Template Administration” for tips on managing Templates

Template Settings All pages of the site are defined by the template chosen for them. To define the Modules on each page, the Template Settings tab on each page allows Site Administrators to select from the list of possible Modules.

Note: See exercise “Select a Template and Configure page settings” for tips on managing template settings on a page



V.I Introduction to Template Administration

Templates can be accessed by Site Administrators in the Templates Administration tab of Verdi™ Admin.

In the Template Administration area, Site Administrators will be able to view and edit the programming files comprising the template (header, container, footer), as well as each section within the Template. You will be able to see in the diagram below that there are two templates set up in this example:

1. Homepage 2. Sub Page

1. Click on the Sections button to view the configuration of the sections of a template.



This will display a thumbnail representation of the template and all of the individual sections listed by name and number.

2. To view or edit a template section, click Edit beside that Section.

3. The example below shows an edit screen allowing Site Administrators to edit the section called Content Section A. Highlighted in grey are all the Modules (IP Types) that have already been selected for this section. At any point, Site Administrators can select more or un-select Modules (IP Types), by using the multi-select, and holding the CTRL key whilst clicking each choice.



4. Click Update to update this section, with the new settings, or click Save As to create a new content section.

Note: Once you have edited all the necessary sections for your template, from this point on any new pages created with this template will have your settings applied. Any current pages whic already use this template, will retain their previous section settings, until a new template is applied, or re-applied (see the next section.)



Exercise 6: Select a Template and Configure Page Sections Overview: The template chosen for a page (in the Template Settings tab when editing a page) determines the layout of the main content on your page. Each template is divided into pre-defined grid sections which divide the page into individual areas which display the modules you have chosen for them according to the settings defined in this section. Objectives: Choose the Modules you wish to appear on your page using the page Template Settings tab Steps:

• Find a page to edit, and click the Template Settings tab

• Configure the Template Settings for your page

6.1 Configure the Template Settings for your page

1. Using the Site Structure tab in the left navigation, find a page to edit, and click it. 2. Click on the Template Settings tab on the top navigation. The Template Settings form should load.

3. From the options available select Choose template and select Subpage from the drop-down menu and click Show Layout.

Note: This will load the Module selection section.

4. Use the drop-down menus to choose the Modules for each section of the page:



Note: The default Modules will be shown automatically, however these can be changed to the ones that you desire.

Note: The example Modules displayed in the image above may differ from those on featured in the administration site.

5. Click on the Preview / Set Options button and a preview of the page is presented with the option to view it in a new window to help see how the page will appear. Be aware though, that some modules may not visually change the appearance of the page.

6. Once the preview has loaded, click on the Update button to finish.

Note: You have now configured the template page sections. These determine what other users can select and display on the page.



Module VI: Introduction to Features & Modules

Modules (or interaction point types as they are otherwise known) are pieces of code which can be assigned to a page’s section, and allow the user to interact with your website in some way. These include but are not limited to:

• Events Calendars

• News Items

• Forms

• Polls

• Job Advertisements

• Directory

• Franchise When creating a page you may specify what modules should appear in the various grid spaces available in the page layout. These modules are typically managed in the Verdi Administration area under the Features tab.



Exercise 7: Adding an A to Z Listing Overview:

The A to Z Listing Module will display an alphabetised list of links to other pages within your website. Each page of your website can be listed multiple times within the A to Z Listing module, under

different letters if necessary. Objectives: Create a page to display the A to Z Listing upon, and add some other pages to display on the listing. Steps:

• Create a page

• Edit the Template settings to display the A to Z Module

• Populate the A to Z list, by editing some other pages

7.1 Create / Edit a page

In order to display the A to Z module on your public website, you must add a new page or edit an

existing page on your website. In this example, we will add a new page (as in exercise 2).

1. Click on the Site Structure option on the left navigation

Note: The Site Structure menu should open below the menu link

2. Click + next to the homepage that you want to add your new page into. Click on the Add Page to this Tier option



Enter the General Information as in exercise 2, and click “Save”. This will create a new page,

which you can administer to display the A to Z Listing module.

7.2 Configure Template Settings

To display the A to Z module on an existing page, you must select that page from the site structure, and click it to edit the page. This will allow you to edit the template settings of this

page.

1. Select the Template Settings tab

2. Select the Choose Template radio button and select a Subpage template, click Show

Layout. A list of content sections for that template will be listed as a series of dropdowns.

3. Ensure that the A to Z Listing module is set to display on the Content Section you wish it

to appear on your page, by choosing A to Z Listing from the relevant Content Section dropdown.

Note: The Add a Page form, “General Information” will load

Note: section 6 is used here as an example only



4. Click the Preview/Set Options button to preview how your A to Z list will appear on your page.

5. Click the Update button at the foot of the page to apply these settings.

6. View the new A to Z Listing on the Public Site.

7. If you wish to display the A to Z Listing module on any other pages of your site, you can

simply go through the same process again for each new page, now or at any time in the future.

7.3 Populate the A to Z Listing

The public display of the A to Z Listing module comprises of a listing of entries, comprising of

links to other pages in your website. In order to populate the A to Z Listing module with these entries, you must find each page which you wish to list, and add them individually to the list.

1. Locate a page which you wish to become a link entry in the A-Z Listing module in the Site

Structure and select it.

2. SScroll down to the Custom Fields section.

Note: at this stage the module will display on your page, but may or

may not have any list entries yet. See the next exercise for how to add

entries.

Note: The “General Information” tab for this page will load



o Select the A-Z Listings checkbox, which enables/disables this page from appearing as a list entry in the A to Z module.

o Select the letters you wish this page to appear under in the A to Z Listing module.

o Enter a description for the page. This description will only appear next to the link

entry in the A-Z Listing page, and is different from the main description of this page.

3. Click the Save button. This page will now become an entry in the A to Z Listing module

(wherever the A to Z module has been used within your site). If you chose for this page to be listed under separate letters, then it will be listed the relevant number of times under

each letter heading.

Example: One A to Z listing entry for a particular page

4. Continue from step 1 for any other page you would like displayed in the A-Z Listing, by

locating and editing them individually.

Note: hold the “ctrl” key to select more than one letter for this item to

appear under.

Note: The standard scheduling/enabling feature of pages will apply to

the A to Z Listing module. i.e. if a page is scheduled to be removed from the site at a particular date, or the page is manually disabled,

then the A to Z Listing entries for that page will also be removed at the same time. This means you don’t need to remember to remove the

links to an old page from the A to Z Listing!



Exercise 8: Adding an Event Overview: You may use the Verdi™ Events Calendar module to manage and display information about upcoming events on the website. Objectives: Create a new Event and display this on the website using two modules, the Events (teasers) module, and the main Events module. Steps:

• Create a new Event

• If not already set up, configure one or more pages to show Event articles, and optionally one or more pages to display Events teasers

• Add one or more event page locations

• Add one or more teaser locations.

• Confirm that the teasers module, and events module display your new event

8.1 Create a new Event

1. Click on the Events Calendar option under the Features tab.

2. Click on the Add an Event button.

3. The Insert Events form will be displayed.



4. Category: Select an existing Category using the Category Tree. If the category does not exist it can be added through Categories Administration

5. Title: Enter a title for the event in the Title text box. This will be displayed as the main title for the event.

6. Summary: Enter a brief Summary for the Event. The summary will be shown within the public sites search results.

7. Description: Enter a description for the event, adding images and links as required in the Description

WYSIWYG Editor. (refer to the WYSIWYG Editor User Guide for further reference). Depending on the configuration of your website the event description may not be displayed in a WYSIWYG Editor.

8. Optional fields: Complete the Venue, Opening Hours, Admission Price, Show Category, Frequency

of Event, Number of Visitors and Date Description text boxes as required. These details will be displayed on the website.



9. Using the Start Date calendar select the actual start date and time of the event. Additional event times may be added once the event has been created.

10. Using the End Date calendar select the actual end date and time of the events. The End Display Date will default to the event End Date for convenience but may be changed if required.

11. Using the Start Display Date calendar select the date of the event to be displayed on the website.

12. Using the End Display Date calendar set the date to stop showing the event on the website.

13. If desired, use the Browse button to upload a Logo from your local or network drive.

14. Enter a website URL if required that is associated with the event.

15. Select a Registration Form from the drop down list of Dynamic Forms. You can create a new form by entering a Title for the form in the text box next to the drop down list and click the “Create a new form” link. This will create a new Dynamic Form with a title only and the actual form field will need to be created through the Dynamic Forms feature.

16. The Available Locations lists the pages that already have the Calendar Events module within the pages template. Select the Check Boxes for the pages where you would like this Event to appear. When you save the event an Event Display Location will automatically be added for each of the ticked locations.

If there are no Display Locations listed here, there are no pages on your site that support the Module. Follow the steps to modify the pages template and publish your feature to the public site.

17. Set the Enabled option to ‘Yes’ to allow the event to display in the designated locations. 18. Click on the Save button to finish

You have now created your feature within the administration area. If the feature is not appearing on the public site, your pages template may not support the Module. Follow the next steps to modify the pages template and publish your feature to the public site.



8.2 Publishing your Events Feature on the Public Site

The page you wish to place your feature on must have the required feature Module set within the page template. Each template is divided into a number of sections within a grid layout. Each section defines a space for a Module or Feature to be located. See Module V and exercise 6 of this manual. For convenience, display locations could have been selected when the Event was created (see step 16 in the above exercise), but you can add additional locations or edit already selected locations.

1. If you are continuing from the above exercise go to step 2, if not, find your Event feature and click Edit

2. Select the Locations Tab.

3. Using the drop down menus, find the page you wish the Event to be displayed on.

4. Click Save

5. The location will now be displayed under the Locations Tab.



8.3 Adding additional Event Times

1. Edit the required event and scroll to the event times section of the General Tab.

2. Add one or more event times by doing the following: (shown in figure below) a. Select start and end dates using the calendars or typing directly into the appropriate fields. b. Click the Add Event Time button to add an event time to the list of event times. c. Review the list of event times and save the event when you are ready to save your changes

Your changes to the event times are not saved until you save the event.



8.4 Adding an Event Teaser

3. Edit the required event and click on the Teaser Tab.

4. Teaser: Enter a Teaser for the event, adding images and links as required in the Teaser WYSIWYG Editor. (refer to the WYSIWYG Editor User Guide for further reference)

5. Click the Save button to save the Teaser.

6. Teaser Display Locations can be added at the bottom of the page. To add a Teaser Location click the Add a teaser location link.

7. The page will display the “Add Display Location” form.

8. Use the Display Tier drop down menu to select an appropriate location on the website for the event teaser to be displayed.

9. Select a display order and the location of the full event.

10. Click the Save button to finish.

Your feature will now be displayed within the page on the public site.



8.5 Adding Documents to an Event

1. Edit the required event and select the Documents tab.

2. Enter a Description and Group for the document to be added and select the document from the tree structure of existing content items.

3. If the document you wish to add to the event does not already exist in the content pool you can add a new document by clicking the browse button and selecting the document from your computer.

4. Click the Add Document button. This will add the select document to the list of documents linked to this Event. If you have selected a new document this will add your new document to the list of linked documents.

5. Click the Save button to save the selected document links for this event.

Your document will now be displayed within the event on the public site.

8.6 Adding Internal Contacts to an Event

1. Edit the required event and select the Contacts tab.



2. Select a Group, enter a Keyword and click the Search button to search internal users.

3. Check the Add checkbox for each user you wish to add and click the “Add All Checked” button.

4. Contacts can be removed from the Linked Internal Contacts list by checking the Remove checkbox next to the contacts name and clicking the “Remove All Checked” button.

Your contact will now be displayed within the event on the public site.

8.7 Adding External Contacts to an Event

1. Edit the required event and select the Contacts tab.



2. Scroll to the “Add External Contacts”, enter a Keyword in the External Contacts search field and click the Search button.

3. Check the Add check boxes of the existing External Contacts to link to the event and click the “Add All Checked” button.

4. If the External Contact does not already exist you can create a new External Contact by clicking “Create a new External Contact”.

5. Complete the required fields on the “Create New External Contact” form and click the Save button.



The External Contact will be added to the system but will not have been linked to your event. After you have save the new External Contact you will be taken back to the Contacts tab of your event where you can search External Contacts and link the new contact you just created to your event as described in point 2 above.

6. Search External Contact and add the desired contacts to your event.

8.8 Copying an existing Event to a new Event

1. Click on the Edit option for the appropriate event.

2. On the General tab click the Save As button.

A copy of the selected Event will be saved and the new event will be displayed in edit mode.

3. Make any necessary changes and click the Save button to finish.



Exercise 9: Add a News Item to Your Page Overview: The News feature enables you to publish news articles easily to the website. Objective: Create a news article and display this on the website using two modules, the News (teasers) module, and the main News module. Steps:

• Create a News Article

• If not already set up, configure one or more pages to show News articles, and optionally one or more pages to display News teasers

• Add one or more News article page locations

• Add one or more News article teaser locations.

• Confirm that the teasers module, and events module display your new article

9.1 Add a News Article

1. Click on the News option under Features.

2. Click the Add News button.



3. The page will display the ‘News Article’ section.



4. Type in a title for your news article into the Title text box. 5. Category –select an existing category. 6. Paste or type the body of the news article into the Copy text area. 7. Summary – enter a general summary of your article. 8. Using the Release Date calendar, select the date the news item was released. 9. Using the Start Display Date calendar, select the date from which the news article should be displayed

on the website. 10. Using the End Display Date calendar, select the date for the news article to be removed from view. 11. Available Locations – check any locations where you would like the news article to appear. 12. Select “Yes” for the Enabled field to enable the news item and make it live on the public site. 13. Click Save to finish.



NOTE: there is an option in Verdi to enable the Copy and Summary sections to be edited with a WYSIWYG(What you see is what you get) editor rather than plain text areas shown above.

9.2 Publishing your News Feature on the Public Site

1. Select Article Location.

2. Select Add New Location.

Note: You may see fixed locations if there are any News Category Behaviours created and the news article belongs to one of those categories.

See Exercise 9.4: Create News Category Behaviour.

3. Using the Tier drop downs, select the page you wish the news article to be displayed on.

Note: You may see a message “The selected tier does not have the required Interaction Point Type assigned to it.” If so, you will need to set the Template Settings for that page to display the required Module when finished. See Exercise 6: Select a Template and Configure Page Sections.



4. Click Save 5. You may also optionally, select for your news article to be listed as a news teaser on a page with the News

(teasers) module on it. If so, then use the Teaser tab to edit the text you wish to appear as the teaser, and choose which page the teaser should appear on.

If the News or News teaser is not appearing on the public site, your page template may not support the Module. Follow the steps in Exercise 6: Select a Template and Configure Page Sections to allow the News or News (teaser) module to display.

9.3 Adding Documents to a News Article



1. Edit the required news article and select the Documents tab.


3. If the document you wish to add to the news article does not already exist in the content pool you can add a new document by clicking the browse button and selecting the document from your computer.


5. Click the Save button to save the selected document links for this news article.

Your document will now be displayed within the news article on the public site.

9.4 Adding News Category Behaviours

Overview:



The News Category Behaviours enables you to set default locations for categories so that any news articles created that belong to a category with a category behaviour will automatically be displayed on the pages specified in the category behaviour for that category. Objective: Create a news category Behaviour and see it in action in the main News module. Steps:

• Create a News Category Behaviour

• Allocate a News Article to the category that has a category behaviour and check whether the News Article has the correct fixed locations.

• Publish the article and check that it displays on the correct pages on the public site based on the Category Behaviour settings.

•

1. Click on the News option under Features.

2. Scroll down to the Category Behaviours section and click “Add New Category Behaviour”.

3. Select the Category and enter introduction text.

4. Select options for required fields and check the locations and teaser locations for this category behaviour.



5. Click the Save button to save the category behaviour.

All the pages that allow the news module or news teaser module will be listed as available locations for selection.



Exercise 10: Create an Online Poll for Your Page Overview: Verdi™ enables you to create simple Polls – you may pose a question or post an issue and Website users can vote according to a list of pre-defined options. The Polls feature allows online polls to be created and responses to be managed. Objective: Create an Online Poll to display on your page Steps:

• Adding a Poll

• Publishing your Online Poll feature on the Public Site

• Viewing the results of the poll (on the public site and in the admin)

10.1 Adding a Poll

1. Click on the Polls option under Features.

2. Click on the Add a new Online Poll link.

3. The Add an Online Poll form will be displayed.



4. Enter a Title for your Online Poll. 5. In the Question text box enter the question or issue on which you want user feedback. 6. In the Response text boxes enter the options that Website users may select as their choices when they

vote. Enter at least three response options for the question. You can enter a maximum of 500 characters.

7. Use the Display From drop down menu to select a date to display the poll in the website. 8. Use the Display To drop down menu buttons to select the end of the display date. 9. Select ‘Yes’ for the Enabled drop-down menu. 10. Click on the Insert button. 11. The form will load with Add a Display Location option at the bottom.



10.2 Publishing your Online Poll feature on the Public Site

The page you wish to place your feature on must have the required feature Module set within the page template. Each template is divided into a number of sections within a grid layout. Each section defines a space for a Module or Feature to be located.

1. If you are continuing from the above exercise go to step 2, if not, find your Poll feature and click Edit

2. Scroll down to Locations and select Add a Display Location.

3. Using the drop down menus, find the page you wish the Poll to be displayed on.


4. Select Enabled to Yes in order for the Poll to display. 5. Click Insert Display Location 6. The location will now be displayed under Locations.



If the Poll is not appearing on the public site, your page template may not support the Module. Follow the steps in Exercise 6: Select a Template and Configure Page Sections to allow the Poll module to display.



Exercise 11: Create a Dynamic Form for Your Page Overview: Dynamic Forms allow the Verdi administrator to build web forms for display on one or more pages. These can be a useful interactive tool to gain feedback from your users. Verdi™ allows for the creation of simple one-page forms to be used to collect valuable intelligence, such as membership feedback forms, enquiry forms, and competition entry forms. Verdi™ also allows users to manage how the data is to be collected, and manage auto responses. The Dynamic Forms option in the Features section allows admin users to create forms. Objective: Create a simple form for display on your page Steps:

• Create a new Dynamic Form

• Adding Fields to a Form

• Publishing your Form feature on the Public Site

11.1 Create a new Dynamic Form

1. Click on the Dynamic Forms option under Features.

Note: The Dynamic Forms Administration will load

2. Click on the New Form option.



Note: The Select Dynamic Form form will load.

3. Click on the Blank Form option.

Note: The Add Dynamic Form, form will load

4. Use the drop-down menus to select a page to display the form on.


5. Enter a Form Name of your desire. 6. Enter a brief Description for the form (This will not be displayed on the public form. It is only for

administration and search purposes) 7. From the Form Administrator list select the person who will be the administrator of the form. When a

user completes and submits a form, the form details will be emailed to the selected Form Administrator.



8. Select a date for the form to appear on the website, using the Live Date drop-down menus 9. Select a date for the form to be removed from the website, using the Archive Date drop-down menus. 10. Use the Auto Response options if you would like the user to receive an email response to their form

submission. 11. Select the Insert button

Note: You have just created a blank form. Now you need to add the fields to the form

11.2 Adding Fields to a Form

1. Edit the required form and scroll down to Fields for this Form. Click on the New Field option.

Note: The Add Form Field form will load



2. Create the following fields:

Field 1: Field Name – ‘Name’ Type – ‘Text’ Default Value – leave blank Field Description – leave blank Position – select position ‘1’ in the form Max Length – Set as ‘50’ Required – Set to ‘Yes’ Field 2: Field Name – ‘Email’ Type – ‘Text’ Default Value – leave blank Field Description – leave blank Position – select position ‘2’ in the form Max Length – Set as ‘50’ Required – Set to ‘Yes’ Field 3: Field Name – ‘Enquiry’ Type – ‘Text Area’ Default Value – leave blank Field Description – leave blank Position – select position ‘3’ in the form Max Length – Set as ‘200’ Required – Set to ‘No’ Field 4: Field Name – ‘Subscribe to Newsletter’ Type – ‘Select’ Default Value – ‘Yes’ Field Description – leave blank Position – select position ‘4’ in the form Max Length – Set as ‘50’ Required – Set to ‘No’ Field 5: Field Name – ‘Subscribe to Newsletter’ Type – ‘Select’ Default Value – ‘No’ Field Description – leave blank Position – select position ‘5’ in the form Max Length – Set as ‘50’



Required – Set to ‘No’

TIP: When creating drop down fields, radio buttons or any field where more than one item is available in a field-

a. Create a new field but use the exact same field name for each option b. Each fields default value will represent what the public user will see as an option

within the dropdown menu / radio button selection etc.

Your current form fields will be displayed

3. Review your work on the public site. Your form should appear on your page.




Exercise 12: Create an FAQ for your Page Overview: A list of Frequently Asked Questions can be created to use on your pages. These lists add to your content on the website and allow users to find an answer to their questions that may not be covered by your site content. Use the FAQ’s feature to create Frequently Asked Questions Objective: Create a list of questions and answers,for display on your page Steps:

• Create a new FAQ (a question and answer)

• Publishing your FAQ’s on the Public Site

12.1 Create a new FAQ

1. Click on the FAQs link under the Features option.

Note: The FAQs Administration should load (see below)

2. Click on the Add a New FAQ option

Note: The Add an FAQ form should load (see below)

3. Complete the form as follows:

a. Select an existing FAQ Category from the drop-down list box or enter a new category below in the text box provided.

b. Enter your Question in the text area provided. c. Enter your Answer in the text area provided



d. Use the Homepages, Tier 1 and Tier 2 and Tier 3 drop-down menus to optionally choose an Internal Link that your FAQ is related to and will link to for further information. ▪ Select Homepages as Your Organisation’s Home Page ▪ Use the Tier 1 drop-down menu to find your page

e. FAQs must be given a Tier 1 Location - that is a location where it will display. Choose your page

from the Tier 1 Location drop-down menu.


f. Set Enabled to Yes

5. Click on the Insert button to finish 6. Review your work on the public site. Your FAQ should appear on your page.




Exercise 13: Add a Job Advertisement to Your Page Overview: Many good websites have an Employment section. Job Advertisements can be added to your page and categorised as required. Use the Employment Feature to add and manage jobs on your site. Objective: Add a new job for display on your page Steps:

• Adding a job on your Employment page

• Publishing your Jobs on the Public Site

13.1 Adding a job on your Employment page

1. Click on the Employment link under the Features option.

Note: The Employment Administration page should load. (see below)

2. Click on the Add a Job Item link.

Note: The Add Job Item form should load.



3. Select an existing Category using the drop-down menu, or enter a new category below in the text box

provided. 4. Enter a Title for your job 5. Enter a Reference Number of your job 6. Use the drop-down menus to select a Period and Type for the job 7. Enter a brief Description for your job. 8. Enter Your Organisation in the Employer text box 9. Enter a Location for the job 10. Enter a Start Date for the job 11. Enter your name in the Contact Name text box 12. Enter your email address in the Contact Details text box 13. Set Enabled to Yes 14. Click on the Insert button

Note: Now add a display location for your job advert



15. Scroll to the bottom of the page and click on the Add a Job Location option

Note: The Add a Job Location form should load.

16. Use the Homepages, Tier 1 and Tier 2 and Tier 3 drop-down menus to choose the page you have

created in the site for your content.

▪ Select Homepages as Your Organisation’s Homepage ▪ Use the Tier 1 drop-down menu to find your page

17. Set Enabled to Yes 18. Click on the Add Location button to finish 19. Review your work on the public site. Your job advert should appear on your page.





Exercise 14: Adding Documents & Document Lists Overview: The Document Lists module enables you to create a list of available documents (ie : PDF or Word) with a description of their content for your users to view or download. Objectives: Set the Document List Module and create documents to display in a document list on your site.

Example Verdi Document List

Steps:

• Adding Documents to your site

• Adding Documents to a Document List

14.1 Adding the Document List module to your page

1. Select the page that your document list will appear on from the ‘Site Structure’

2. Click on the Template Settings tab on the top navigation. The Template Settings form should load.



3. From the options available select Choose Template and select <preferred page template> from the drop-down menu and click Show Layout.

Note: This will load the Module selection section.

4. Use the drop-down menus to select Document List in the Content Section you wish the document list

to appear in:

Note: The default Modules will load automatically, however these can be changed to the ones that you desire.

Note: The default Modules displayed in the image above may differ from those that are featured in the administration site.

5. Click on the Preview /Set Options button. A preview of the page is presented with the option to view it in a new window to help see how the page will appear.



6. Once the preview has loaded, click on the Save button to finish.

Note: You have now configured the template page sections to include a ‘document list’ on this page.

14.2 Adding Documents to a Document List

1. Find your page (containing a document list) within the left hand side navigation. 2. Click on the '+' symbol next to the content link below your page

3. Click on the Add New Content link

Note: The General Information form should load in the right-hand side pane.

4. Click on Document Content link to select the Content Category and click on the Set Category button.

5. Enter a Title for your content pool item in the box provided 6. Enter the Title Abbrev to appear in the site navigation menu in the box provided. (May be the same.) 7. Enter a Description for your content pool item in the box provided – This will be displayed above the

document link to explain the content of the document. 8. Enabled - Select Yes – Can be displayed on site from the drop down list 9. Scroll down to the Document Metadata section



10. Enter your full name in the Owner text box 11. Click on the Save button

Note: Your New content item has been created. However, as this is for a document the document file needs to be uploaded and the content will need approving/publishing before it will show on the public site.

12. Click on the Files tab.

Note: The Files tab will now load.

13. From the Add new file of type drop down select PDF and click the Add File button.

Note: The Content File Upload form will load.



14. Click the Select File button and browse to the PDF file that you want to upload to the site. 15. Once you have selected the file that you require, the Content File Upload form will update with the

selected file(s). Fill in the Alternative Link Name if you do not want the file name to appear as the link to the document. This will provide a user friendly name for the document.

16. Click Save to add the document to your content. 17. The Content File List will update with the file(s) that you have added.



18. You will notice at the top of the screen there is a version number of the current content. This will tell you whether the content is live or will need approving.

19. To make the content live click select the General tab and click on the Publish Content button.

20. Once the content has been published the version text will change to read Live - Approved and the Publish Content button will no longer appear.

Note: Your New content has been approved / published and will be available to view on the public site. You may need to refresh the page by pressing F5 on your keyboard.



Exercise 15: Community Consultation

• Create community consultation project. Steps:

1. From the left hand side navigation panel, Click on the Custom Areas option.

2. Click on the CON Admin – Community Consultation link.

Note: The Community Project List administration page should load.

3. Click on the New Project button.

Note: The Add/Edit Project form should load.

4. Enter the details for the project.



5. Click the Save button once all of the required information has been filled out.

Note: To add a document to the project you will need to edit the project that you just added.

6. Click the Edit link next to the project that you just added. 7. Scroll through the details until you reach the document section.



8. Click the New Document button, the page will reload with the Reports Criteria section now viewable.

9. Select the content pool item from the folder structure to associate with this project. In the Document Section box enter a label/name for the document.

10. Click Save to add the document to the project. The document will then be listed in the Current Documents text box.

11. Click Save at the bottom of the page to save the project.

Note: You have just added a project with associated documents.

Exercise 16: Add a Shortcut to your Site Overview: Site Shortcuts enable authorised users to create menus of text links within key places in the site. The shortcuts appear in the header and footer sections of all pages within the site. Site Shortcuts can be an effective way to provide quick access to the most commonly used content in a site. There are two types of site shortcuts:

1. Header Site Shortcuts include Home, Search and Contact Us links. These are usually named ‘Utility Navigation’ links.

2. Footer Site Shortcuts include Sitemap, Copyright and disclaimer links. Objective: Add a site shortcut to your new page



Steps:

• Create a Shortcut

16.1 Create a Shortcut

1. Click on the Site Shortcuts option under Features.

2. Click on the Add a new Site Shortcut button.

3. The “Add a Site Shortcut” form will be displayed.



4. Select where you want your site shortcut to link from the following options: a. Select a Page – select from this option if you want to link to a page within your site. b. Select a Content Pool Item – select this option to link directly to a content pool item. c. Select a Feature – select this option to link to an available feature (e.g. Sitemap).

5. Using the Category drop down menu select a location for your shortcut.

Options available: a. Selecting Utility Navigation will place the shortcut into the header section of all pages. b. Selecting Quick Links will place the shortcut in a drop menu. c. Selecting Footer Links will place the shortcut into the footer section of all the pages. d. Selecting an existing category or adding a new category in the text box will place the shortcut in

the drop-down menu.

Note: The Categories that are available may differ depending on the setup of your site.



6. Shortcut Icon, Mouse Over Shortcut Icon and Shortcut Icon Hint are optional functions that enable you to upload and use your preferred icons. Support for icons needs to be plugged-in to Verdi™ before this functionality can be used, if this functionality is disabled these items will not be accessible. Click on the Browse button to locate an icon from your local or network drive.

7. Enter a Shortcut Icon Hint. This is used on the public site to describe the shortcut. 8. Using the Order drop down menu button, select the order of the shortcuts links (only applicable if you

have more than one shortcut) 9. Enter an Alternative Title of your choice for the shortcut in the text box for display in the Site Shortcuts

drop down menu if you wish to display something other than the Page name 10. Click Insert to finish.

Exercise 8: Adding a Directory Item Overview: You may use the Verdi Directory module to manage and display Directory Items on the website. Objectives: Create a new Directory Item and display this on the website, exploring to multiple ways this Item can be displayed on the website depending on the sites use of, listings and details. Steps:

• Create a new Directory Item

• If not already set up, configure one or more pages to show Directory Listing, and optionally one or more pages to display Directory Item teasers

• Add one or more Directory Item

• Add one or more teaser locations.

• Confirm that the teasers module, and Directory module display your new Directory Item

8.1 Create a new Directory Item

19. Click on the Directory Module option under the Features tab.

20. Click on the Add an Directory Item button.



21. The Insert Directory Item form will be displayed.

22. Category: Select an existing Category using the Category Tree. If the category does not exist it can be added through Categories Administration

23. Title: Enter a title for the Directory Item in the Title text box. This will be displayed as the main title for the Directory Item.

24. Abbreviated Title: Enter an abbreviated title for the Directory Item in the Abbreviated Title text box. This will be displayed in the public site when there is less room such as teasers and small promo areas.

25. Set the Enabled option to ‘Yes’ to allow the Directory Item to display in the designated locations.

26. Teaser: Enter a brief Teaser for the Directory Item. The teaser will be shown within the public sites in

promo areas.

27. Summary: Enter a brief Summary for the Directory Item. The summary will be shown within the public sites search results and Directory Listings.

28. Description: Enter a description for the Directory Item, adding images and links as required in the

Description WYSIWYG Editor. (refer to the WYSIWYG Editor User Guide for further reference). Depending on the configuration of your website the Directory Item description may not be displayed in a WYSIWYG Editor.

29. Start Date and End Date can be left as default. Valid Days can affect which days an item will display on

the website. We will leave this blank for this exercise.



30. The Available Locations lists the pages that already have the Directory Item module within the pages template. Select the Check Boxes for the pages where you would like this Directory Item to appear. When you save the event an Directory Item Display Location will automatically be added for each of the ticked locations.

If there are no Display Locations listed here, there are no pages on your site that support the Module. Follow the steps to modify the pages template and publish your feature to the public site.

31. SEO Details affect the meta html in the page that the Directory Item is displayed on. You can choose to enter details here if you like.

32. The next section is all available custom fields, each implementation of Verdi will have unique custom fields that achieve different purposes, you will need to learn the purpose of these fields from IBC. The descriptions below each Item should help.

33. Click on the Save button to finish

You have now created your feature within the administration area. If the feature is not appearing on the public site, your pages template may not support the Module. Follow the next steps to modify the pages template and publish your feature to the public site.



8.2 Publishing your Directory Item Feature on the Public Site

The page you wish to place your feature on must have the required feature Module set within the page template. Each template is divided into a number of places within a grid layout. Each place defines a space for a Module or Feature to be located. See Module V and exercise 6 of this manual. For convenience, display locations could have been selected when the Directory Item was created (see step 16 in the above exercise), but you can add additional locations or edit already selected locations.

6. If you are continuing from the above exercise go to step 2, if not, find your Directory Item feature and click Edit

7. Select the Locations Tab.

8. Using the drop down menus, find the page you wish the Directory Item to be displayed on.

9. Click Save

10. The location will now be displayed under the Locations Tab.



8.4 Adding a Directory Item Teaser

11. Edit the required event and click on the Teaser Tab.

12. Teaser: Enter a Teaser for the event, adding images and links as required in the Teaser WYSIWYG Editor. (refer to the WYSIWYG Editor User Guide for further reference)

13. Click the Save button to save the Teaser.

14. Teaser Display Locations can be added at the bottom of the page. To add a Teaser Location click the Add a teaser location link.

15. The page will display the “Add Display Location” form.



16. Use the Display Tier drop down menu to select an appropriate location on the website for the Directory Item teaser to be displayed.

17. Select a display order and the location of the full event.

18. Click the Save button to finish.

Your feature will now be displayed within the page on the public site.

8.5 Adding Documents to a Directory Item

6. Edit the required event and select the Attachments tab.




8. If the document you wish to add to the event does not already exist in the content pool you can add a new document by clicking the browse button and selecting the document from your computer.


10. Click the Save button to save the selected document links for this Directory Item.

Your document will now be displayed within the directory item on the public site depending on how your site is configured.

8.6 Adding Internal Contacts to an Directory Item

5. Edit the required Directory Item and select the Contacts tab.

6. Select a Group, enter a Keyword and click the Search button to search internal users.

7. Check the Add checkbox for each user you wish to add and click the “Add All Checked” button.



8. Contacts can be removed from the Linked Internal Contacts list by checking the Remove checkbox next to the contacts name and clicking the “Remove All Checked” button.

Your contact will now be displayed within the event on the public site.

8.7 Adding External Contacts to a Directory Item

7. Edit the required Directory Item and select the Contacts tab.

8. Scroll to the “Add External Contacts”, enter a Keyword in the External Contacts search field and click the Search button.

9. Check the Add check boxes of the existing External Contacts to link to the event and click the “Add All Checked” button.



10. If the External Contact does not already exist you can create a new External Contact by clicking “Create a new External Contact”.

11. Complete the required fields on the “Create New External Contact” form and click the Save button.

The External Contact will be added to the system but will not have been linked to your directory Item. After you have save the new External Contact you will be taken back to the Contacts tab of your event where you can search External Contacts and link the new contact you just created to your event as described in point 2



above.

12. Search External Contact and add the desired contacts to your event.