Project WebSynergy Milestone 4 Administration Guide

Templates

ProcedureTo Create a Template

  1. Login to WebSynergy.

  2. Click Add Applications from the welcome menu.

  3. Expand the Content Management folder.

  4. Click Add corresponding with Web Content portlet.

    The Web Content portlet is added to your page.

  5. Click the Templates tab.

    Click the Add Template button to create a template. The Template page appears.

  6. Specify an ID, Name and Description for the template. Click the Select button to select a Structure for the template.

    The Select and Remove buttons corresponding to the Structure field can be used to associate or to disassociate a structure from the Template.

    A window for selecting Structures is launched.

  7. Click the name of the Structure to select it.

    For example, click News-letter. The structure News-letter is selected.

  8. To edit the template layout content, you can use one of two methods:

    • To create a completely new template:

      1. Click the Launch Editor button.

        An Editor pops-up. You can select an Editor Type. Plain and Rich are the two available editor types. Plain is the default editor type, but you can select Rich, as it is easier to work with Rich editor.

      2. Click Update after making changes to the template.

    • To make use of an existing template:

      1. Select a language from the Language Type list.

        VM, SXL, and CSS are the available language options.

      2. Click the Browse button to upload the script for an existing template.

      3. Select the Format Script checkbox.

      4. Click Launch Editor to open the browsed script.

      5. Click Update after making changes to the script.

  9. If you find it to be necessary, Add a small image to represent the template in the description field,

    You can , enter the URL path for an image in the Small Image URL field, or you can browse an image using the Browse button. To use the image in the template, select the Use Small Image checkbox.

  10. Click Save.

    The template is created successfully. When you create a template, the system generates a WebDAV URL for the template. WebDAV (Web-based Distributed Authoring and Versioning) makes it possible to remotely access the template using the WebDAV URL. To determine the WebDAV URL for the template, open the template in edit mode after creating it.

    For details on WebDAV visit:

    http://en.wikipedia.org/wiki/WebDAV

    http://www.webdav.org/

ProcedureTo Edit a Template

  1. Login to WebSynergy.

  2. Click Add Applications from the welcome menu.

  3. Expand the Content Management folder.

  4. Click Add corresponding with Web Content portlet.

  5. Click the Templates tab.

  6. Click the Actions button corresponding to a template, and select Edit from the menu.

    Before editing the actual template, it is advisable to view the associated articles because their layout will be affected by any changes made to your template. After editing the template, you can view these articles with the new template layout. You can click View Articles from the Action menu to view associated articles.

  7. Edit the template as desired.

    In the edit screen, you can edit anything in the template except for the template ID, which can not be changed once the template has been created.

  8. Click Save.

ProcedureTo Delete a Template

  1. Login to WebSynergy.

  2. Click Add Applications from the welcome menu.

  3. Expand the Content Management folder.

  4. Click Add corresponding with Web Content portlet.

  5. Click the Templates tab.

  6. To delete a template, you must first delete all the articles associated with that template.

    To delete all articles, click the Actions button and select View Articles from the menu.

    All the articles associated with the Template are listed.

  7. Select all articles, and click Delete.

    A dialog-box with the message “Are you sure you want to delete the selected articles?” appears. Click OK to delete all articles.

  8. Click the Templates tab once again.

  9. Select the template and click Delete.

    Click OK on the dialog-box for confirming deleting the template.