Web viewassets (PDF, MS Word Document, MS Excel Document or MS PowerPoint Document) ... show_if -> simple_edit_EES - here need to be set (Details screen)

UEMS WEBSITE.Squiz Pty. Ltd. Sienna 7, 70-542, SzczecinP +48 91 85 222 85 F +48 91 88 271 71 Wwww.squiz.net

POLAND AUSTRALIA UNTED KINGDOM NEW ZEALAND UNITED STATES

UEMS Website.

8-03-2014

Commercial in confidence page 2of 31

UEMS Website.

CONTENTS

Template styles 3

Heading 1 3

Heading 2 3Heading 3 3Heading 4 3Heading 5 3Heading 6 3Shaded table 4Generic Table 4Examples 4

Example divider page. 6


UEMS Website.

INTRODUCTION

This document contains technical documentation for UEMS website project. Documentation describes implemented elements on the website and the way how manage them.


UEMS Website.

EDITING

For editing purposes the Edit+ CMS has been installed. The Edit+ offers a user-friendly interface within Squiz Matrix, allowing users with little or no Squiz Matrix training to update the content of a website.

Some elements described below can be managed in Squiz Matrix interface only


UEMS Website.

HOME PAGE

HEADER SECTION

Main header and logo are common for all pages. They can be edited from backend interface by editing Main Header(#4795) or Main Logo (#4791) assets.

Header menu can be customized by editing asset under specialty site folder->Configuration->Nested content->Top menu asset

Name of site specialty can be set up in specialty site customization design asset, which is located under Designs site (#776) -> UEMS Design (#2144) -> UEMS primary design (#2196) -> Specialty site design -> Details screen -> Design Areas section -> declared_vars -> spec


UEMS Website.

HOME PAGE CONTENT

Slider [2]

Adding an image to photo slider is achieved by placing image files into folder called Slider under Home asset. Adding a caption text and link to page for uploaded image is achieved by filling metadata fields for that image (see image below). Image assets must have Live status to appear on Home Page.


UEMS Website.

Upcoming Events [3]

Creating event is achieved by creating Single Calendar event type asset under event folder (Site -> News & Events -> Events-> Events).

Start and end dates can be set up on Details screen of the asset. Description of the event can be set up on Content screen of the asset.Location of the event can be set up on Metadata screen in Place section.

Upcoming events are automatically generated, based on Single Calendar Event type assets located under Events folder. On Home Page there are listed three latest upcoming events.

All events can be seen on Events Page.

To appear assets must have Live status set.


UEMS Website.

Latest News [4]

Creating news is achieved by creating News Item asset type under news folder (Site -> News & Events -> News-> News)

Headline for news can be set up on Details screen of the asset. Content and Summary of the news can be set up on Content screen of the asset.Date of the news can be changed on Metadata screen in News Date section. Asset creation date is set as the default news date.

Latest news are automatically generated, based on News Item type assets located under News folder. On Home Page there are listed three latest news.

All news can be seen on News Page.



UEMS Website.

Quick Links Area [5]

Adding new Quick Link is achieved by creating Link type asset under Quick Links folder which is located under Home asset.

On the details screen of the Link asset there need to be set Title of the asset and Link to url (for external links) or Link to asset (for internal assets)


Recommend Page Area [6]

In Recommend Page Area can appear any Standard Page type asset which will be shown as title and introduction text.


UEMS Website.

To achieve this, there need to be set Show on Home Page option to yes on Metadata screen of the asset. Description of the page is printed from the Description meta tag.


FOOTER SECTION

Footer address [7]

Footer address can be changed by editing Footer address asset under edit folder in website main directory.

Footer links [8]

Footer links are automatically generated, based on assets placed in General folder under Site asset.



UEMS Website.

INNER PAGE

Inner page can contain:

1. Common text added with WYSWIG editor

2. FAQ content type

Adding FAQ content type is achieved by creating folder named _faqs under particular Standard Page asset. In that folder need to be created Standard Page assets, which will be listed as headlines.

To display FAQ content grouped in several sections, folders need to be created under _faqs folder which will be listed as headings and under that folders Standard Pages need to be created.

To appear assets must have Live status set. Folders and Standard Pages shouldn't be visible in menu.


UEMS Website.

3. Tabbed content type

Adding Tabbed content type is achieved by creating folder named _tabbed under particular Standard Page asset. In that folder need to be created Standard Page assets which will be listed as tabs.

To appear assets must have Live status set. Folders and Standard Pages shouldn't be visible in menu.

4. Slider content type

Adding Slider content type is achieved by creating folder named _slider under particular Standard Page asset. In that folder need to be created Image type assets. To add a caption text and link to page for added image you need to fill metadata fields for that image (see image below).


5. Video content type

Adding Video content type is achieved by creating folder named _video under particular Standard Page asset. In that folder need to be created Video type assets.


UEMS Website.


6. Media gallery content type

Adding Media gallery content type is achieved by adding media type assets (images or video) under particular Standard Page asset. To display thumbnail image for video type asset there need to be added a thumbnail image to video asset on Details screen in Related Image section. (see picture below)


7. Document List content type

Adding Document List Content type is achieved by creating folder named _docs under particular Standard Page asset. In that folder need to be created document type assets (PDF, MS Word Document, MS Excel Document or MS PowerPoint Document)



UEMS Website.

LANDING PAGE

Creating Landing Page can be achieved by switching metadata option Show as landing page to Yes on Metadata screen of Standard Page asset. (see picture below).

On landing page will be displayed all subpages of particular page, as boxes with image, title and short description.

An image comes from asset thumbnail, if not set, the default image will appear.

Description comes from description meta tag of the asset.


UEMS Website.

CUSTOM FORM

Custom form can be created from Matrix interface by creating Custom Form type asset.

Creating form can be accomplished in several steps:

1. Create Custom Form type asset.2. On Metadata screen of Custom Form set Show as landing page to Yes.3. On Form Contents screen add at least one section.

4. In particularly section add desired form fields (questions).


UEMS Website.

5. To particular question can be added short description, also it can be set as required or not.

6. To customize content of message after form submission, select Thank you bodycopy in

formatting section on Form Contents screen

After committing the Thank You bodycopy asset should appear on the asset map, where thank you message can be typed in.

For easy management Registration Forms should be created under UEMS Registration Form site (#7505)

If new site asset is created, it should have UEMS Registration Form design (#4154) on Settings screen applied.


UEMS Website.

NEWSLETTER

There are two types of Newsletter functionality:

Newsletter with custom content Newsletter with automatic content

All types of newsletter messages consist with header, content body and footer.

Header and footer are not editable per newsletter instance. Both parts can be set up by editing assets under Newsletter Contents folder which can be found under each specialty website Configuration folder (see example asset map below).


UEMS Website.

Newsletter subscribers can be found in Newsletter Subscribers folder, in UEMS Newsletter user group. Newsletter can be also send to any other group specified in Bulk Mail Job asset.

After sending a copy of each message is stored under Archive folder under Newsletter Automatic Content or Newsletter Manual Content assets (depending what type of message was send). These assets can be found in edit folder directly under specialty site.

AUTOMATIC NEWSLETTER

Automatic newsletter is set up to create e-mail message using five latest news items (title and short introduction text) from particular specialty news folder.

The message is send periodically, once a month. The date when emails will be send can be set on Metadata screen of Mail Job - automatic asset from Matrix interface.

Newsletter with automatic content can be send on demand by changing status to Live of Newsletter Automatic Content asset under edit folder which is located directly under specialty site.


UEMS Website.

CUSTOM NEWSLETTER

Custom body content of newsletter can be created by editing Newsletter Custom Content under edit folder which is localized directly under specialty site.

Besides standard text content, to message body can be added several news items. To achieve this links from particular News Item assets have to be created under Newsletter Custom Content asset, and they will be automatically added to message body.

To send custom message, status of Newsletter Custom Content asset have to be changed to Live.


UEMS Website.

MEMBERS AREA

To log in, user needs to write his user name and password into log in form.

If password is forgotten users can reset their password on reset password page.

There are four different groups of user accounts:

1. NMA Delegate – they can log in into any specialty website, manage their account, view users, documents and events within specialty website. This group has also access to backend Matrix interface where they can create Website and Users assets.

2. NMA Secretariat – they can log in into any specialty website, manage their account, view users, documents and events within specialty website. This group has also permission to create S&B Delegates user type with workflow process applied. (#8577 UEMS Office group must approve)

3. S&B Delegates – they can log in into any specialty website, manage their account, view users, documents and events within specialty website. This group has also permission to create new documents and events with workflow process applied (#8577 UEMS Office group must approve) within their specialty website.

4. S&B Administrative – they can log in into any specialty website, manage their account, view users, documents and events within specialty website. This group has also access to backend Matrix interface where they can manage assets within their specialty website.

In members area users depending of permissions can:

add new event within specialty website view calendar with events within specialty website create new document within specialty website view documents within specialty website within specialty website create new Delegate S&B user within country region. view list of users with their info details within specialty website


UEMS Website.

SPECIALTY WEBSITE CREATION

Creating new specialty website can be accomplished in the following steps:

1. Import xml file with basic structure using Import Assets from XML Tool from System tools section.

Select xml file from local machine, leave empty Import Asset under field.

2. Assign URL address for imported site asset on URLs screen.3. Make sure that index and Not Found pages are properly set up on Details screen of Site

asset. (It should point Home and Error 404 - Page not found pages under new website).4. Set (#2902) paint layout on site Lookup Settings screen.

5. Clone Css Design File asset cust_.css (#2191) into CSS folder (#777) under Design site (#777). Change name of the css file for more recognizable.


UEMS Website.

6. On Metadata screen of newly cloned css file set up colors for particular elements of new specialty site.

7. Create contact asset (Custom Form or Standard Page) under General folder under specialty site.

8. Add proper link to newly created contact asset in Top Menu asset under edit folder under specialty site.

9. Create new design customization for website under UEMS primary design (#2196) on Customization screen


UEMS Website.

10. Under created customization create another one for members area design. The structure of design customizations should look similar to example below.

11. Customize design areas for specialty design customization on Details screen. (see picture below)

declared_vars -> spec - here can be set (Details screen) the name of specialty site.


UEMS Website.

linked_css -> CSS_cust - here can be set (Details screen) css file with colors definition for specialty site (set in step 6.)

menu_normal -> foot_nav - here can be set (Details screen) folder for footer navigation menu. It's recommended to choose General folder under specialty site which should contains TYPE_1 link assets.

nest_content -> footer - here can be set (Details screen) asset with footer address for specialty site. That asset is located in edit folder under specialty site (Footer address) and can be edited for each specialty site.

nest_content -> top_constant - here can be set (Details screen) asset with header top

menu (Top Menu) for specialty site. That asset is located in edit folder under specialty site and can be edited for each specialty site.

In this customization must be applied #6118 Pain Layout. (see picture below)


UEMS Website.

searchbox -> search_box - here can be set (Details screen) asset responsible for search engine for particular specialty site. Search asset is located directly under specialty site (Search). After selecting Search Page asset, the 'all' search field should be selected from Search Field Name list. (see picture below)

12. Customize design area for specialty design customization for members area on Details screen. (see picture below)

show_if -> simple_edit_EES - here need to be set (Details screen) Print option to No.

13. Set folder for newsletter receivers for subscribe and unsubscribe assets.


UEMS Website.

14. For Mail Job - automatic asset set Asset to send to List News - automatic asset which is located under Newsletter Contents folder.

15. For Mail Job manual asset set Asset to send to Newsletter Custom Content asset under edit folder which is located directly under specialty site. There need to be also set Paint Layout to Newsletter - manual which is located under Newsletter Contents folder.


UEMS Website.

16. For Mail Job manual and Mail Job – automatic assets need to be set Recipients groups – these users will receive Newsletter emails.

17. Create triggers for specialty website

For each specialty website need to be created three triggers to newsletter system works properly. Example of these triggers can be found under Trigger Manager (#17) under UEMS Specialty folder. New triggers should be created basing on these three examles.

Newsletter send - Manual

All settings should remain the same besides:

Asset ID - here should be indicated Newsletter Custom Content asset from edit folder under particular specialty site.

Schedule Bulkmail Job - here should be indicated Mail Job manual asset from specialty configuration folder.

Create Asset - here should be indicated Archive folder under Newsletter Custom Content asset where will be stored archived html versions of send newsletter contents.


UEMS Website.

Newsletter send - Automatic

Asset ID - here should be indicated Newsletter Automatic Content asset from edit folder under particular specialty site.

Schedule Bulkmail Job - here should be indicated Mail Job - automatic asset from specialty configuration folder.

Create Asset - here should be indicated Archive folder under Newsletter Automatic Content asset where will be stored archived html versions of send newsletter contents.

Newsletter send - schedule

Asset ID - here should be indicated Mail Job - automatic asset from specialty website configuration folder.

Create Asset - here should be indicated Archive folder under Newsletter Automatic Content asset where will be stored archived html versions of send newsletter contents.

18. Add new Create location on Create Document (#8866) Create Locations screen in Selectable Create Locations section. This folder should points Documents folder under Members area asset directly under specialty website.

19. Link proper S&B Delegates group from Specialist Section group (#11977) -> specialty group under Delegates asset


UEMS Website.

20. Set Admin Permission for specialty website for proper S&B administrative group (Specialist Section group (#11977) -> specialty group).

21. Set Read Permission for Create event and Create document assets under Members area asset for proper specialty group from Specialist Section group (#11977) -> specialty group.


UEMS Website.

22. Setup new Design Customization with show….
