EPiServer CMS Administrator User Guide
Access rights | 15Default group DescriptionAdministratorsWebAdmins Used by Windows and is defined when the website is created. An administrator has, by default, access to all parts of the sys-WebEditors tem, and can edit all website content. Often, administrators are developers setting up or maintaining the website.Everyone Provides access to both the admin and edit views, as well as the administration interfaces for add-ons and visitor groups. Mem- bership in WebAdmins does not provide editing access in the content structure by default. In most cases, only a few system administrators or “super users” belong to this group. Provides access to the editing view, and membership here is required to access editing functionality. For editors, membership in a structure group is also needed to be able to edit content. On large websites, editors are often organized in groups according to content structure or languages. Used by Windows and provides “anonymous” visitors with read access to website content. All unregistered visitors to a public website are anonymous, meaning that they cannot be identified by the system. Removing access rights for the “Everyone” group, requires login to access content even if it is published.The groups described above are configured in the system, but must be created in admin view to become available for adding users. This configuration is typically done when the website is set up.Visitor groupsVisitor groups are used by the personalization feature, and administration access rights are required to manage visitor groups. If you want an editor to manage visitor groups without providing access to the entire admin view, you can make the editor a member of VisitorGroupAdmins. This group provides access only to the Visitor Groups option in the global menu.Add-onsAdd-ons are plug-ins for extending EPiServer functionality, and administration access rights are required to manage add-ons. If you want a user to be able to manage add-ons without providing access to the entire admin view, make the editor a member of PackagingAdmins. This group provides access only to the Add-ons option in the global menu. Copyright © EPiServer AB
16 | EPiServer CMS Administrator User Guide update 15-4 Some add-ons may also have specific user groups defined for accessing the functionality. Refer to the documentation for each add-on in the online user guide to find out more. Languages If your website has content in multiple languages, you can define access levels for languages so editors can only create content in languages to which they have access. Refer to Configuring website lan- guages for more information. Access rights in the content structure In addition to adding users to user groups to provide access to features and views, it is recommended to work with structure groups to control access to the content, such as pages, blocks and media folders. Refer to Access rights in the content structure to find out more. More on access rights Access rights for Commerce If you have EPiServer Commerce installed on your website, refer to the Commerce access rights sec- tion in the Commerce User Guide for more information about access rights. Access rights for Find If you have added EPiServer Find to your website, refer to the Find access rights section in the Find User Guide for more information about access rights. Managing users and user groups For easier and safer maintenance, it is recommended to base access rights on user groups rather than individual users. You can develop your own membership and role providers. Refer to the technical doc- umentation on EPiServer World for more information. You have the following options for storing and managing users and user groups: l Use existing Windows groups, which are available in admin view through the Windows mem- bership and role provider. l Manage users and user groups directly from CMS. These are stored in the database. l Develop your own customized role and membership provider. You can also combine these options. Creating groups in Windows Users and user groups created in Windows can only be managed from Windows. However, when a user logs in to EPiServer CMS for the first time, they become available in the admin view. You can apply access rights from there, and add the user to the proper user groups. Copyright © EPiServer AB
Access rights | 17If you create a new group in Windows that you want to use in EPiServer CMS, start by logging in with one of the users. Then, log in as an administrator, and the group appears in admin view.Creating and deleting groups in CMSWhen you select Administer Groups in admin view, all groups are shown irrespective of the provider used on the website. The group provider is shown to the right of the group name.Click Add to create a user group, enter a name, and save your changes. Users and groups that you create in EPiServer CMS are only available here, they are not accessible from Windows. Also, it is not possible to change the name of an existing group. Instead, delete the group and add a new one. Copyright © EPiServer AB
18 | EPiServer CMS Administrator User Guide update 15-4 Click Delete to delete a user group. Note that you can only delete user groups created from CMS. Delet- ing a user group cannot be undone. Creating, editing and deleting users To add a user in the CMS, do the following: 1. On the Admin tab, select Create User. 2. For the account to work, a user name, password and e-mail address must be specified and the account must be set to \"Active\". 3. Select the user groups the user should belong to. 4. Under the Display Options tab, you can specify a default language for the user interface (optional) and touch support. Copyright © EPiServer AB
Access rights | 19 5. Save the settings.To edit user settings, search for the user under Search User/Group and then click a user name. Prop-erties can only be modified for users that have been created via self-registration or via Create User in CMS. To delete a user, search for the user under Search User/Group, click a user name to edit the settings, and click Delete. Note that deleting a user cannot be undone.Displaying members of a user groupUse the Search User/Group option to display groups, and click the desired group name to see mem-bers. Copyright © EPiServer AB
20 | EPiServer CMS Administrator User Guide update 15-4 Access rights in the content structureFrom the EPiServer CMS admin view, you can define more complex access rights and apply these to parts of the content structure. You most often define access rights for pages or blocks, but it is also possible to define settings for other types of content in the tree structure. Access rights can also be defined from the edit view, but only for one page or block at the time. Structure-based groupsFor better control of content creation on large websites, it is recommended to base access rights on groups instead of individual users. You can create user groups based on your website structure, for example, “Product Editors” or “News Editors”, and add individual users to them. A user can be a mem-ber of one or more “structure” groups. Depending on the membership provider setup for the website, user groups and accounts can be created outside or inside CMS. When setting up access rights, start by defining the user groups needed and provide access levels for these in the tree structure. Then add individual users to the groups. To gain access to the edit view, all editors must be members of the default group WebEditors. Editors can then be added to various structure groups, depending on their work tasks.Refer to Users and user groups for more information.Setting access rightsBy default, access rights are inherited in the content structure. This behavior inherits settings from the closest parent item, applies them to all subitems, and clears existing settings for all items that have inheritance set. All subitems have the same settings as their closest parent item until changed.To change this, deselect the Inherit settings from parent item option, add the desired user groups or users, and set the desired access rights.Select one or more of the following options:Access right DescriptionRead Read means the group/user can read the current content.Create Create means the group/user can create content under the cur- rent content.Change Change means the group/user can edit the current content.Delete Delete means the group/user can delete the current content.Publish Publish means the group/user can publish the current content.Administer Administer means the group/user can edit dynamic properties Copyright © EPiServer AB
Access right Access rights | 21 Description and set access rights and language properties on individual con- tent items from edit view. Note that this does not provide access to admin view (for this you need to be a member of the WebAd- mins group).Apply settings for all subitems applies defined settings for all subitems, in addition to any existing settings. This is used for adding additional settings to subitems that are not inheriting and have different settings from their parent item, without affecting any of their existing settings.As an example, clearing \"Read\" access for the \"Everyone\" group hides the selected content item (page in this case) from being publicly visible on the website. Selecting \"Apply settings for all subitems\" for the item makes all subitems become publicly invisible as well.EXAMPLE: Changing access settings for a parent item with subitemsBy default, all items in the tree structure inherit access rights from their closest parent item. You can define different settings for specific branches of parent items and their subitems by “stopping the upwards inheritance” and defining new access rights for the parent page. When saved, the new settings Copyright © EPiServer AB
22 | EPiServer CMS Administrator User Guide update 15-4 apply to subitems that have inheritance set. In the example below, we want to add the user groups “WebAdmins” and “Product_Sales” to the “Spring campaign” parent page and all its subpages with inheritance. Do the following: 1. On the Admin tab, select Set Access Rights. 2. In the tree structure, select the parent item (in this case a page) for which you want to set access rights. 3. The access rights that apply to the item are displayed. Access rights are by default inherited from the closest parent item. To change the settings for the current item, clear the Inherit set- tings from parent item check box. Copyright © EPiServer AB
Access rights | 23 4. To add additional groups or users, click Add Users/Groups, and then click Search to find the desired user or user group. Add them one at the time by double-clicking on them. Click OK when you are done. 5. Specify the access levels for each user group (or individual user) in the list by selecting either Read, Create, Change, Delete and Publish or Administer. 6. Save the settings. The same changes are applied to all subitems that have Inherit settings from parent item set.EXAMPLE: Adding settings to subitems without affecting existing settingsIn a structure where you already have different settings for different tree branches, you can also add additional settings “on top” of existing ones without affecting these. In the example below, the “Spring campaign” page (not inheriting) has three subpages where the “Contact information” page has specific access right settings, and the other pages are inheriting their settings from “Spring campaign”. We want to add the user group “Customer_Service” to all subpages, but without affecting any existing settings on the “Contact Information” page. Copyright © EPiServer AB
24 | EPiServer CMS Administrator User Guide update 15-4 Do the following: 1. Select the “Spring campaign” page in the structure. 2. Click Add Users/Groups, find the “Customer_Service” user group and add it to the list. 3. Select access levels, in this case Read, Create, Change, Delete and Publish. 4. Select Apply settings for all subitems. 5. Save the settings. The “Customer_Service” group has been added to all subpages, and the specific settings for the “Contact information” page have been left untouched. To reset access rights to be identical with the parent item, select the Inherit settings from parent item option again, and any specific settings for a subitem are cleared. EXAMPLE: Adding access rights for visitors and visitor groups The user group Everyone is by default granting anonymous visitors access to public websites. This Copyright © EPiServer AB
Access rights | 25means that Everyone must have read access to content that you want to be publicly available. You can also create user groups for visitors, allowing them to view specific “hidden” content that is not otherwise publicly available. This requires a registration and login procedure for visitors to access the content. The feature is useful, for instance, if you want to create a “customer area” for registered customers on your website.You can also set specific access rights for visitor groups. To define access rights for visitor groups, fol-low the instruction as described above but select the Visitor groups type option in the search for User-s/Groups dialog. Visitor groups can only have read access.Access rights to assetsJust as for pages, access rights can be applied to assets, such as folders, blocks and media, in the con-tent structure. You can define specific access rights from the \"Root\" level and all the way down, includ-ing the \"Global Assets\", which is where blocks and media are stored, as well as the \"Recycle bin\" (Trash). Note that blocks and media share the same folder structure. Copyright © EPiServer AB
26 | EPiServer CMS Administrator User Guide update 15-4 If you want to automatically publish media that are uploaded to the website, editors who upload must have publish access rights in the folder (under Global Assets) to which the media are uploaded. Also, editors must have create access rights in the root level of the web- site to be able to create blocks. Copyright © EPiServer AB
Scheduled jobs | 27 Scheduled jobsA scheduled job is a service performing a task at a given time interval, or when an administrator starts the job manually. A standard installation of the EPiServer platform with EPiServer CMS and EPiServer Commerce includes several scheduled jobs. Some are enabled by default with preset values. You can develop customized scheduled jobs for specific website tasks.Administering scheduled jobsManage scheduled jobs as follows: 1. Log in as an administrator and navigate to the EPiServer CMS admin view. 2. Select the desired scheduled job on the Admin tab > Scheduled Jobs. 3. Check the Activate box to activate the scheduled job. l To run the scheduled job manually, click Start Manually and the job is executed imme- diately. l To run the scheduled job automatically, set the desired time interval in Scheduled job interval. Each scheduled job's run time appears in the Next scheduled date field. 4. Save your changes.Under the History tab, you can monitor the status and results when a scheduled job has been executed. If a job fails, information about it appears under Message. Copyright © EPiServer AB
28 | EPiServer CMS Administrator User Guide update 15-4 Built-in scheduled jobs Automatic emptying of trash You can set up how often your trash should be emptied with the Automatic Emptying of Trash job. With automatic emptying, all content in trash older than 30 days is permanently deleted by default. Trash can also be permanently deleted manually. The job is enabled by default, and set to run weekly. Publish delayed content versions You can define how often the system should check if there are content versions with a specific future publication date and time set with the Publish Delayed Content Versions job. The job is enabled by default, and set to run once every hour. Subscription The Subscription feature allows visitors to define the frequency for receiving subscription information. This job checks for information from the system to be included and distributed in the subscription send- out. Mirroring service You can define the frequency of mirroring content between websites with the Mirroring Service job. If your website is set up to mirror content between websites, this can be done either manually or auto- matically at specific intervals. See also: Mirroring. Link validation You can check links on your website to identify broken links with the Link Validation job. The system tries to contact the target for the link to verify that it is responding. Only links that are unchecked or have been checked earlier than the time when the job started are returned. The job continues until no more unchecked links are received from the database. If a large number of consecutive errors is found for external links, in case of a general network problem with the server running the site, the job stops. Copyright © EPiServer AB
Scheduled jobs | 29The result of the link validation job is made available as a report called Link Status, in the EPiServerCMS Report Center.Archive functionYou can set how often the system archives information after the publication period has expired with the Archive Function job. There can be a delay between the time information is unpublished, and when it appears in the archive. This may occur if the archiving job is only run once a day.Remove unrelated content assetsYou can delete all content folders containing media related to the deleted content items to removed pages or blocks with the Remove Unrelated Content Assets job.The job is enabled by default, and set to run weekly.Clear thumbnail propertiesYou can clear all the generated thumbnail images in the Products list and Media list views and add them again with the Clear Thumbnail Properties job. Run this job manually if you experience problems with refreshing thumbnails, for example, on the website and BLOB supported content.Change log auto truncateYou can delete items from the change log that are more one month old and do not have any depend-encies registered against them by another part of EPiServer CMS (for example, Mirroring) with the Change Log Auto Truncate job.The job is enabled by default, and set to run weekly.Remove permanent editingYou can clear the Permanently Mark as Being Edited marking of pages in the edit view (if editors have forgotten to remove the marking) with the Remove Permanent Editing job.The job is enabled by default, and set to run hourly.Remove abandoned BLOBsEPiServer CMS can store media files in a cloud service instead of the website’s database. When CMS files are deleted, this job makes sure the stored data is deleted from the BLOB provider.The job is enabled by default, and set to run weekly. Commerce-related scheduled jobsInstalling EPiServer Commerce will add additional scheduled jobs to your implementation. Refer to Scheduled jobs in the Commerce user guide for more information. Copyright © EPiServer AB
30 | EPiServer CMS Administrator User Guide update 15-4 Find-related scheduled jobs Refer to Administration and configuration in the EPiServer Find user guide for more information on scheduled jobs for Find. Other scheduled jobs Customized modules and add-ons may have their own specific scheduled jobs. Refer to the technical documentation for each module to find out more. Copyright © EPiServer AB
Exporting and importing data | 31 Exporting and importing dataYou can export and import data between EPiServer websites. This function is widely used by developers building new functionality in a test/development environment. When work is completed and the information is ready for the production environment, use the export/import features to transfer the data between the websites.Exporting dataYou can export the following: l Content items l Content types l Frames l Dynamic property definitions l Tabs l Categories l Files l Visitor groupsWhen selecting a type of item to export, available items of that type on the website will be displayed. Select the items to transfer and click Export to download the file package. Copyright © EPiServer AB
32 | EPiServer CMS Administrator User Guide update 15-4 Importing data With the Import Data function, you can retrieve information exported from another EPiServer website. Start by selecting the file package to import, files must end with *.episerverdata in order for the import to work. Click Upload and Verify File to verify the file content. The files are read and checked, and verification information will be displayed. Select a destination for imported pages to be added, and click Begin Import. If you select Update existing pages with matching ID check box, the import will keep the same GUID-based identities for items (for example, pages, blocks and files) as they had on the exporting site. During import, a check whether an item already exists is performed, and if true that item will be updated (given that the imported item had a changed date that is later than the existing item). This means that content items with the same ID will be replaced instead of added, with every new import. Copyright © EPiServer AB
Content channels | 33Content channelsContent channels is an API to allow external systems to push content to EPiServer CMS. Each chan-nel consists of a number of settings that define the content, content types and properties to be retrieved.Create a content channel as follows: 1. On the Admin tab, select Content Channels. 2. Click Add. Copyright © EPiServer AB
34 | EPiServer CMS Administrator User Guide update 15-4 3. In Channel name, name the channel. Note that the name you enter here is used when con- figuring the external system. 4. In Page root, select where in the tree structure you want the pages from the external system to be displayed. 5. In Block root, enter the path to the tree structure where you want the block library from the external system to be displayed. 6. In Virtual root for files, enter the path in the tree structure where you want the media library from the external system to be displayed. 7. In Save action, select one of the following options to define which status the content receives when transported to EPiServer CMS: l None. Set the save action to None if you do not want any content to be retrieved from the external system. This can be seen as a way of switching the channel off. l Save. The content is imported so that it has status Not ready. l Check in. The content is imported so that it has status Ready to publish. l Publish. The content is imported and published. 8. In Default content type, state which content type you want to be used as default when retriev- ing content from the external system. 9. Map the content type properties according to the instructions below and click Add. Mapping content type properties All content type properties in EPiServer CMS have a corresponding property in the external system. It is necessary to map these properties so that EPiServer CMS knows which content should be transported to which property in the content types. Mapping properties for a content type Select the unmapped content type from the Unmapped content types drop-down list. Change the prop- erty names in the Mapped Property column so that they correspond to the properties in the external system and click Add Property Mapping for Content Type. The content type with the mapped prop- erties now appears in the Mapped content types drop-down list. Changing properties for a mapped content type Select the content type from the Mapped content type drop-down list, change the properties and click Update Property Mapping for Content Type. Removing mapped properties for a certain content type Select the content type from the Mapped content type drop-down list, change the properties and click Remove Property Mapping for Content Type. Copyright © EPiServer AB
System settings | 35 System settingsSystem settings let you define certain settings for the EPiServer CMS installation, for instance, to activ-ate globalization, change the error handling, and configure version management of content. General tabSetting DescriptionError handling in EPiServer Select how you would like the errors to be handled, whether the CMS setting should be active for all visitors, remote visitors or should be disabled.Handler for subscription The subscription function in EPiServer allows visitors to receive updates information, for instance, about new and updated pages. Depend- ing on whether multi-language is supported, you can select how the subscription dispatch is to be managed. This list can also include your own solutions for the subscription function.Encrypt the con- The connectionStrings.config file contains sensitive information nectionStrings.config file sent to and from the database. Select this check box to encrypt the information.Enable globalization Select this check box to activate management of content in mul- tiple languages (globalization).Detect language via browser’s Select this check box to activate languages to be shown based language preference upon the visitor’s browser settings. Copyright © EPiServer AB
36 | EPiServer CMS Administrator User Guide update 15-4Setting DescriptionDisable deletion of content ver- Select this check box to disable the ability of editors to delete ver-sions sions of pages, blocks and files. Selecting this also disables the automatic deletion of versions caused by the Maximum number of versions field on the Editing tab.Editing tabSetting DescriptionPath to CSS file for the rich-text editor This is the path to the CSS file that controls the appearance of the rich-text editor. This could be the same, or a similar, CSS file Maximum number of versions as the site uses for styling content so that the editors get the same look and feel as the site when editing content. It is also pos-Unlimited versions sible to set other CSS files for different editors on the website. This is a dynamic property that can be changed in the edit view. Specify the number of previously-published versions of content items (for example, pages or blocks) that are stored. The cur- rently-published version and draft versions are not counted. For example, if you enter 3, EPiServer CMS stores three pre- viously-published versions. If that is the case for a content item and you publish a new version, the oldest version is removed. Default value is 20 versions. If the Unlimited versions or Disable deletion of content ver- sions box is checked, this field is ignored. Select this check box to store an unlimited number of versions of Copyright © EPiServer AB
System settings | 37Setting Description content items (for example, pages or blocks). This option may result in a large version list, which can be difficult to use unless you manually delete unwanted versions. If you check this, the value in the Maximum number of ver- sions field is ignored.Auto publish media on upload Select this check box if you want media to be automatically pub- lished and indexed when uploaded to the website. Note that if a user uploading media does not have publishing rights in the folder to which the media is uploaded, then the uploaded documents are not published (images, for instance, are not displayed when used in content). Ensure that editors who upload media also have the proper access rights set in the media folder structure. Also note that if this check box is selected and a user (with the proper access rights) uploads media, it is published and indexed immediately, so can be found by search engines, even if no pub- lished page contains links to the media. If the The project feature [BETA feature] is enabled in your sys- tem, this setting is ignored. Uploaded media that is associated with a project is not published until it is manually published or pub- lished via scheduling, even if this setting is turned on.Enable Projects Note: This is still a beta feature. Select this check box if you want to enable the project feature. The project feature lets editors publish multiple related content items at the same time. Once enabled, it is enabled for your entire website and for all edit- ors. The project feature is described in detail in The project fea- ture [BETA feature] in the CMS Editor User Guide. Copyright © EPiServer AB
38 | EPiServer CMS Administrator User Guide update 15-4 Managing websites With this feature you can easily add and remove websites from an EPiServer installation, for instance, to create short-lived campaign websites. On the Config tab > Manage Websites, you can see an overview of all existing websites in your install- ation. These websites share the same database, content types and templates, making it easy to set up new websites. You can also define whether content, such as blocks and folders, should be shared or site-specific. You have the following options to add new websites: l Single-site setup allows your installation to have one CMS site mapped to one IIS instance. The IIS mapping is either with a wild card or a specific host name. It is possible to have several single sites with separate databases and code base on the same server. In that case, you have a separate admin interface for each site. l Multi-site setup allows you to have a single CMS site as a base (default site), and the ability to create new sites in admin view that share the same root page, database and code base. The addi- tional sites are either automatically mapped and require no additional configuration (if the base site is mapped to wild card), or they need manual configuration of host name. When working in a multi-site setup, you see all sites in the same interface, which makes it easy to work with them. One reason to run a multi-site setup with specific host name mapping (that is, a different IIS instance per CMS site) is that you can use different application pools, which means that if one site goes down, the other sites continue to run. Requirements The following requirements must be met to manage websites in admin view: l Available licenses. A notification message informs you of the number of sites allowed by the license available for the installation. Refer to License Information on the Admin tab for detailed Copyright © EPiServer AB
Managing websites | 39 license information. l Unique URL. In admin view, each website must have a unique URL and start page in the con- tent tree. Start pages cannot be nested. l Domain mapping must be configured in IIS. For multi-site setup, the IIS must be configured to respond to any host name. For single-site setup, each separate CMS site must have an IIS site configured.Adding and updating a website from admin viewOn the Websites tab, you can click a site to see detailed information about its settings. From here, you can also update the site information. To add more sites to your installation, click Add Site. Add the following information when creating and updating site settings for your installation:Site setting DescriptionName Type a name that identifies the website, for instance, “Example Site”. URL Enter the URL for the site, for example,“http://examplesite.com”. assetStart page Select the page to which the visitor is sent if only a host name is specified.Use site-specific assets Select this check box to ensure that assets for this site are not available for use on other sites in the installation.Host name Optional. Enter a specific URL, for example, “examplesite.com”. If you do not name the website, it is automatically named with the URL you have entered. One of the sites in the installation must be bound to the * host name. That site is used as a fallback when an exact match for the host name used by the visitor cannot be found. This setting is less important in a single-site scenario, as you are only allowed to have one site configuration. However, in a multi- site scenario, you must make sure that all host bindings active in IIS are mirrored in the corresponding site configuration. For example, you want to add “examplesite.se”. Culture Select the default language to be used when a visitor accesses the website using the host name. Copyright © EPiServer AB
40 | EPiServer CMS Administrator User Guide update 15-4Site setting DescriptionType The type indicates if a host name is the primary host, editing Scheme host, or if the host should be redirected. Redirection can be set to permanent or temporary, which determines the type of HTTP redirect status that should be used. Requests are redirected to the primary host or, if none has been defined, the first non-redirected host found. There can be one primary host name and at least one host that is not redirected or an editing host. These restrictions apply per culture and for hosts not bound to any culture. Select an edit host to identify a dedicated editing server in a multi-server solution. Only one editing host per site can be defined. Also note that the wild card host name cannot be set as primary or editing host, but it can be redirected. Select the preferred scheme that should be used for this host. This will only affect the generation of links to the site as incoming requests are matched to the host name regardless of scheme.EXAMPLE: Default website with different host names, languages and redirectiontypesThe following example shows a default website with different host names, languages and redirection types configured: Copyright © EPiServer AB
Managing websites | 41This example would lead to the following behavior: l A request to http://redirected.se is redirected to http://examplesite.se using a HTTP 301 response. l A request to http://www.examplesite.se is served the Swedish content. Note that canonical links added in the templates should point to http://examplesite.se l A request to http://redirected.no/page/ is redirected to http://examplesite.no/page/ using an HTTP 301 response as this is the only Norwegian host that is not redirected. l A request to http://redirected.com is redirected to http://examplesite.com using an HTTP 302 response as per the wild card specification.EXAMPLE: Campaign websiteThe following example shows a campaign website: Copyright © EPiServer AB
42 | EPiServer CMS Administrator User Guide update 15-4 Copyright © EPiServer AB
Managing website languages | 43 Managing website languagesFor editors to be able to create content in a particular language, it must be added and activated. You can also set an access level for a language. This prevents unauthorized editors from creating or editing pages in that language.Language overviewGo to the Config tab > Manage Website Languages. All languages added to the website are dis-played, and you can see which of them are enabled. You can adjust the order of the languages using the arrows to the left of the language. To change a language's settings, click its name.Adding and editing languages 1. On the Config tab, select Manage Website Languages. 2. Click a language to edit its settings, or click Add Language to add a new language. A list of available language codes appears. Select a language code by clicking the name. Copyright © EPiServer AB
44 | EPiServer CMS Administrator User Guide update 15-4 3. In Name, enter a name for that language to be shown in the edit view. The field contains the name of the language encoding, but you can change this if you want. 4. Select Enabled if you want the language to be active for editing in edit view. This option also affects whether the language is available to website visitors. A disabled language is not visible in the edit view. Existing content in that language is still accessible, but it cannot be edited. 5. In the Template icon field, enter the path to an icon that symbolizes the language. Several flags are stored in the C:\Program Files\EPiServer\CMS\<release>\Application\App_Themes\De- fault\Images folder. If you want to make your own icons, they should be 15x15 pixels so they fit properly in the edit view. 6. In the Web address prefix field, you can provide a specific prefix to show the content of the rel- evant language. If you do not provide a prefix, the language code is used, for example, www.- company.com/nl. 7. Use Access level to define which editor groups should have access to create and edit content in this language (see below). When a language is added, it is available for the Everyone group by default. Only users with access rights for a language have it available on the Sites tab, and can create and edit content in that language. An editor's create and edit access rights to content and language determine which actions the editor can perform on the content. This means that an editor must have edit access for a specific language and a specific item to edit the content in that language. When a language has “Everyone” as access rights, access rights for an item apply to all lan- guages. This also means that an editor with delete access rights for content can delete an entire Copyright © EPiServer AB
Managing website languages | 45 node with content in all languages, including content in languages to which the editor does not have access. 8. Save your changes. If you remove the Everyone group in a certain language, it may cause some editors to lose their access rights to create and edit content in that language.Deleting an existing languageThe recommended way of removing a language from the website is to open the language for editing, and deselect the Enabled option. Copyright © EPiServer AB
46 | EPiServer CMS Administrator User Guide update 15-4 Creating categories This topic is intended for administrators and developers with administration access rights in EPiServer. Categories in EPiServer CMS can be used to classify content, for example, when building filtering fea- tures for search and navigation. You create categories in admin view, and apply them to content in edit view. A category is a built-in property in EPiServer CMS. You can apply categories to content, but you need to build the customized functionality for your website to display the resulting out- come, for instance, in a filtering. Also, do not confuse content categories with Commerce categories, see Creating a catalog entry. Adding a category Add a new top-level category as follows: 1. From admin view > Config tab, select Edit Categories. 2. Click Add. A new row is added to the table. 3. Specify a name in the Name field. This name is used in code when building category-based func- tionality. 4. Enter a name in the Display name field. This name is visible in edit view when a user selects cat- egories. This field can also be language encoded. 5. Check Visible if you want this category to appear in the Select Categories dialog box in edit view. Copyright © EPiServer AB
Creating categories | 47 6. Check Selectable if you want this category to be selectable in the Select Categories dialog box in edit view. 7. Use the up or down arrows if you want to move this category higher or lower in the list. This sequence determines the order in which categories appear in the Select Categories dialog box. 8. If you want to add a subcategory to a top-level, select the plus sign under Add. Add the sub- category in the same way as the top-level category.Deleting or changing categoriesDepending on how categories are used on your website, changing or deleting a category may cause things to stop working. Check with your developer before changing or deleting categories. Copyright © EPiServer AB
48 | EPiServer CMS Administrator User Guide update 15-4 Editing frames and tabs Frames If frames are implemented on your website, they can be used for opening a link in a particular area of the window. Frames used by the system are defined here, and are accessible in the edit view as an option when an editor assigns a target frame for linking of content. Select the Config tab, and then Edit Frames. Tabs You can make properties appear on different tabs by selecting the Edit Tabs function. From here you can add, edit and delete tabs. You can also define the display order for tabs, and apply access levels. Copyright © EPiServer AB
Editing frames and tabs | 49Adding and editing a tab 1. On the Config tab, select Edit Tabs. 2. Click Add to create a new tab. Click the Edit icon to edit a tab. 3. In Tab, name the tab. 4. In Sort Index, specify the index amount for the tab. The lower the value, the further to the left the tab is placed. 5. In Requires Access Level, you can select which access level should apply for an editor to see the tab. It is linked to the editor's access level for the page. 6. Click Save. Copyright © EPiServer AB
50 | EPiServer CMS Administrator User Guide update 15-4 Permissions for functions Setting of access rights from Permissions for Functions Functions listed below require setting of access rights: l Detailed error messages for troubleshooting provides selected groups or users access to detailed error messages. In System Settings, it is possible to activate a function that provides visitors with a form to fill in whenever a technical error occurs on the website. By changing the access rights here, you can specify who should receive these forms. l Allow the user to act as a web service user allows a user to call one of the web services provided by EPiServer. This function is only used for system integration purposes. l Allow users to move data/pages between page providers lets selected users or groups move pages between page providers. This is used for websites with a custom page provider integrated with another system. Since data is deleted in the source provider, you may want to limit access to this function. Adding/Changing permissions to a function for a group or user 1. Select Edit for the function you want to modify. Existing groups or users with access appear. 2. Select Add Users/Groups if you want to give users or groups access to this function. The groups and persons in the system appear in the window that opens. 3. Double-click the name to add the group or user. 4. Select OK. The group or user appears in the list with its check box selected. 5. Select Save. Deleting permissions to a function for a group or user 1. Select Edit for the function you want to modify. Existing groups or users with access appear in a list. 2. Clear the check box of the group or user for which you want to remove access. 3. Select Save. For more information on how to work with access rights, refer to the Access rights section. Copyright © EPiServer AB
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