URSUS Content Management System (CMS) – New Releases

1. URSUS Content Management System (CMS) – New Releases by Theresa Rapozo and Felicia Armelin 10/18/11& 10/19/11

2. URSUS CMS Team The Web Services team have worked immensely hard to develop, design, manage and test this release. It is a real testament to how strong of a team we have especially during these economic times in the State of California. I would like to take this opportunity to thank the following team members for their great work: Puneh Moasser Kevin Paddock Theresa Rapozo Greg Watanabe Dane Wilson • Felicia Armelin • Richard Bietz • John Florian • Chris Hohn • Chris Kummer • Conrad Long

3. In this new release … • ADMIN Panel • Option to Unpublish for all editors. • Managing Editor – View Master Page Details, Master Page List, Edit Navigation Panels and Site Settings • Page List • Site list is expanded by default • Ordered by page name, alphabetically, ascending • Ability to Edit, Publish and Unpublish an internal page • Site Settings Interface • Improved Search – Added Google Site Search (GSS) • Understanding how inheritance works and why it’s so useful • Creating a consistent sitewide layout

4. In this new release … • Master Pages • Understanding How Master Pages Work • Master Page Details Interface • Add a Master Page • Add an Associated “Child” Content Page • Updating a Master Page Information: Releases noted above will be available on Monday, October 24, 2011.

5. In this new release … • Adoption of the award-winning 2010 California State template in its five color schemes • 2010 Panels Interface • Managing Editor • Editor • 2010 Styles • 2010 Code Snippets Information: 2010 Template is available upon request after Monday, October 24, 2011. Customer must call the OTech Service Desk at (916) 464-4311 requesting Web Services to activate the new template.

6. Panel Interface • ADMIN Managing Editor Editor Unpublish webpage from Internet, but keeps on Authoring Site. Master Page Details edit master page assigned (Managing Editor only). Master Page List view a master page list or delete a selected master page. (Managing Editor only). Edit Navigation Panels create a new navigation panel. Also, edit existing panels or delete selected navigation panels. Site Settings define the site name, navigation levels, color scheme, master page, and more.

7. Page List Interface • Site list is expanded by default • Ability to Edit, Publish and Unpublish an internal page.

8. Page List Interface • Current

9. Site Settings (Managing Editor Only) http://www.webtools.ca.gov/Search_Service/ • Added Google Site Search (GSS) Number Information: Reference the tutorial “URSUS Convert Current Google Site Search“ on how to convert your current GSS.

10. Site SettingsHow settings work and why it’s useful Following are screens of this workflow process. • Basic Site Information This “parent” screen indicates the Sitewide Settings applied.

11. Site SettingsHow inheritance works and why it’s useful • When you add a new page, it inherits all the settings of the sitewide settings. The new page can then include additional properties.

12. Example Information: You can create as many child pages as you like from a single parent, and each child can add its own properties.

13. Understanding How Master Pages Work • The screen below shows what the master page for www.ca.gov might look like. Note that the master page defines the common sitewide layout.

14. Once a master page has been defined it can be applied to a newly created content page through the option of a drop-down menu.

15. Master Page Details Interface(Managing Editor Only) • Creating a Master Page defining the Master Page Details • Page Name • Template • Navigation Style • Color Scheme • Columns assigned *Information: Drop-down menu selections, Master Blocks and Map image are dynamic based on template theme.

16. Add A Master Page (Managing Editor Only) • Creating a Master Page defining the Master Page Details • Create a site layout where all secondary pages share common assets such as • Header agency branding • Top navigation links • Two-column with blue curve • Quick Links navigation • Required Footer links Information: To access the Add Master Page Details from the Admin Panel, go to Master Page List > Add Master Page in secondary navigation.

17. Add A Master Page (Managing Editor Only) • Creating a Master Page defining the Master Page Details Information: A Master Block Map is provided within URSUS to illustrate where these defined block areas are assigned. In addition, do not select the main content block #2 in your master page, as the child pages will have page specific content for this area. Only select the blocks for which will serve as a common assets throughout the pages.

18. Add A Master Page (Managing Editor Only) • Creating a Master Page defining the Master Page Details • Master Page

19. Add A Master Page (Managing Editor Only) • Creating a Master Page defining the Master Page Details • End result (right column will be to the left)

20. Creating Associated “Child” Content Pages • Add New Page • Apply the Page Details – under the Master Page option, select the master page from the drop-down list. • Click OK to save and View Your Page. Information: You may override the settings applied to the Master.

21. Creating Associated “Child” Content Pages • Add content to the main content area, block #2. • The red square region in the screen below is specific to the page. The other assets are defined in the master page and therefore consistent across all content pages.

22. Tip • Converting from the 2007 to 2010 template, it is recommended that you create a Master Page template and begin applying to content page(s) that are not updated frequently. When ready, publish the entire site with the new look and feel. Information: You may create several master pages for each main topic, such as Education and Press Releases. Once you’ve created a Master Page, this will be added to the Master Page List found under Edit My Site > Master Page List.

23. Example 2007 to 2010

24. Updating a Master PageHow updating automatically is reflected in its associated child content pages. • Update the master page to include a new navigation identified as Related Agencies below the existing Quick Links navigation.

25. Updating a Master Page • Access the Master Page Details Admin Panel Edit My Site Navigation

26. Updating a Master Page • Master Page Details • Select the designated navigation block under Master Blocks, in this case navigation block #6. • Select View Page

27. Updating a Master Page • Add navigation to your master page, in this example Navigation-B, block #6 • Verify all pages have been updated to reflect the new Related Agencies navigation. Information: You may view if a Master Page has been assigned by viewing the Page Details of that page. Master Page content and links can be updated from any associated content page. This will update all associated content pages as well as the master.

28. Updating a Master Page • The red square region in the screen below shows that the associated content page was updated.

29. Adoption of the 2010 Fixed State Template • Array of colorful flavors (http://www.webtools.ca.gov/State_Template/Colors.asp) sierra Oceanside Santa Barbara mount Shasta Paso Robles

30. 2010 Panels Interface • In order to simplify by role assigned, we improved the panels interface • Combined the Edit Content & Navigation to one panel • Edit Header & Footer panel contains restrictive access only for Managing Editors, such as Main Navigation and Agency Branding. • Block panel numbers have been added as a reference • ADMIN panel moved to the left of the screen for 2010 template only.

31. 2010 Template Panels OverviewView as a Managing Editor ADMIN EDIT CONTENT & NAVIGATION EDIT HEADER & FOOTER

32. 2010 Template Panels OverviewView as an Editor ADMIN EDIT CONTENT & NAVIGATION

33. 2010 Fixed State Template • Styles http://www.webtools.ca.gov/State_Template/Schemes/Oceanside.asp • Headers • h1 • h2 • h3 • h4 • h5 • Lists • Standard “<ul>” • List_style_1

34. 2010 Code Snippetshttp://www.webtools.ca.gov/Downloads/default.asp#extras

35. 2010 Code Snippetshttp://www.webtools.ca.gov/Downloads/Content_Container_2/default.asp • Container with Blue Gradient Right Column Main Content using Two-Column Format Sample main content using one-column format with graphic removed

36. 2010 Code Snippetshttp://www.webtools.ca.gov/Downloads/Content_Container_2/default.asp • Container with Yellow Gradient Right Column Main Content using Two-Column Format Sample main content using one-column format with graphic removed

37. 2010 Code Snippetshttp://www.webtools.ca.gov/Downloads/Mini_Carousel/default.asp • Mini Carousel • Example below on how you can incorporate to the Main Home Page by adding a bullet (float left) and <h2> header. • Recommended to be used in the main content using a two-column format.

38. 2010 Code Snippetshttp://webtools.ca.gov/Downloads/Rotating_Banners/default.aspsp • Rotating State Banners • The once required State Banners are now optional. As this functionality of the snippet is available, a suggestion is to replace the images and add your Agency’s campaigns.

39. 2010 Code Snippetshttp://webtools.ca.gov/Downloads/Slideshow/default.asp • Slideshow • Recommended to be used in a two-column format.

40. 2010 Code Snippetshttp://webtools.ca.gov/Downloads/Tab_Panel/default.asp • TabPanels

41. When can I get started? • The releases covered will be available on Monday, October 24, 2011. • 2010 Template is available upon request. Contact the OTech Service Desk at (916) 464-4311 requesting Web Services to activate the new template. • General questions, open a Work Order (WO) through the OTech Service Desk requesting Web Consulting assistance (Service Request for FY 11/12 Consulting Services is required). • Sitewide redesign needs, please create a new Service Request. Contact your Account Manager. • http://www.otech.ca.gov/docs/customer_relations_contact_directory.xls