Edit Mode: Managers

1 Introduction

This document presents a set of graphical user interfaces regrouped under the name “Managers”. Those tools are accessible, with sufficient privileges, by users of Digital Experience Manager under different modes: Contribute Mode, Edit Mode, and Jahia Studio. In the Jahia lingo “Managers” are specialized GUI/tools that allow to work more efficiently on a given type of content, accomplish tasks that cannot be done elsewhere or in a convenient fashion in Edit Mode. Digital Experience Manager comes with 7 managers by default but - The ability to access or use those managers depends on your role as an author, then some of those managers may or may not be accessible to you depending of your platform settings. - Developers and integrators can create new managers if these can prove useful in the particular context of your project. Obviously those custom managers cannot be explained in this guide, but their principles will be similar to the ones detailed in this document. Note: the components managers have been removed in Digital Experience Manager 7. Gathering feedbacks from customers it appeared that the way components were managed were not satisfying and, more important, were not related to roles, which was for most customers the obvious way to manage them. Hence, components are now completely integrated to roles and permissions and this manager was of no use. Managers are displayed in the form of pop-up windows. Each manager has a particular use and provides access to all functions available for the selected subject: This document explains the general principles and capabilities of managers in general, and then explains only the specifics of each manager to avoid unnecessary repetitions.
 

2 Managers structure

Managers are usually organized into four parts, the Tags Manager and the Category Manager are exceptions.

1. The toolbar (green box), providing menus; usually those menus give access to actions to are also available when selecting an item and doing a right.
2. The Navigation / search panel (red box), showing a tree structure of items
3. The Main panel (blue box), showing children of the selected item in the tree panel
4. The Properties panel (brown box), showing detailed information about the item selected in the list panel

All operations are performed from the selected nodes in the main view (blue box), the left panel (red box) only serves to navigate within the data repository.

The Properties panel is, in fact similar to Edit-Engine (see the document Edit Mode: GUI and Tools overview available at http://www.jahia.com/documentation-and-downloads/editors-documentation)

2.1 The Left panel

The Left panel by default displays the current site (the one selected when the Manager was opened)

The bottom of the Left panel offers several other accesses

• Sites: provide access to the other sites on which the user has at least read access
• External repositories: provide access to binary files that are not directly stored in Digital Experience Manager, like network shared drives or other document management platforms for instance. Depending on your Digital Experience Manager settings this section can be empty or not (empty by default)
• My workspace: provide access to files that are stored in a special folder belonging to the current user. Those files can be accessed also by the user in his dashboard.
• My Saved searches: provide a list of predefined searches the current user has saved for later reuse.

2.2 The Main panel

The Main panel displays the item contained in the item selected in the Navigation panel.

For each item, the publication status is displayed at the end of the line

Not published: the item does not exist in Live mode

Published: the item exists in Live mode and is exactly the same

Unpublished: the item used to be published by has been removed from Live mode

Modified: the item is published but the staging version has been modified

Content is marked as “work in progress” (it has been modified but is not ready to be published. To make it publishable again, a user has to remove the WIP status in the editing panel.

Items are ordered by alphabetical order by default. Some managers, when this makes sense, offer complementary sorting or filtering options at the top of the panel.

The Main panel allows to select multiple items at a time and

• Drag and drop them into another location
• Do a right-click to act on all the selected items at once

2.3 The Properties panel

The Properties panel is similar to the Edit-Engine that appears in full page when editing a content item in Edit mode or Contribute mode. Depending on his role the user will see more or less tabs and will be able to change the content properties and save his changes.

3 Content Manager

This manager is dedicated to manipulate content stored directly in the folder named “contents”. Content items stored in this folder (or subfolders) is said to be “out-of-context” versus content directly created in the site pages hierarchy which is called “in-context”. For most authors it is a less convenient approach than in-context editing except for some specific use cases. Working out-of-context can also be a preference for some users accustomed to work this way with other systems. Content-items stored under this folder have to be inserted in pages through queries or manually as references.

In this manager in particular you can

• Create directly content and folders (Menu File or right-click in the Main panel)
• reorder the tree in the Navigation panel by drag and dropping folders or items into other folders, like you would do on your Mac or Windows.

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• drag and drop items from the Main Panel to any folder in the Navigation panel, the consequence is to move the items to the new location.
• Publish or unpublish items one by one or several at a time
• Filter the type content to display, using the drop down list in the Menu toolbar

4 Document Manager

The Documents Manager allows to work on binary files: pictures, videos, flash movies, Office-like documents, pdf files, etc.

The manager allows to work on a per item basis, but also to organize files, manage the folders structure and simply move items by drag and drop

4.1 Switching views

Using the View menu you can change the way the Main panel is displayed.

4.1.1 List view

One line per item with columns providing some info depending on the type of content

4.1.2 Thumbnails view

Only thumbnails and item names are displayed. Advanced options are available to rapidly find the documents you want

4.1.3 Details view

List the items in a single column but display more information than the list view (system name, title, tags and categories applied and some metadata)

4.2 Image editing features

4.2.1 Resize an image

Right-click on the image in the main panel, choose “resize”

Choose manually the new size wanted, or use one of the predefined sizes.

The name under which the image will be saved is displayed in the latest field, by default Digital Experience Manager uses the original name plus “-resize” and the new width and height. Example “ImageA.jpg” resized in 640 x 480 pixels will be proposed as “ImageA-resize640x480.jpg” but you can manually change that name before saving; if you want to replace the original image, you can use the original name. Digital Experience Manager requests a confirmation to avoid overriding an image by mistake.

4.2.2 Crop

Choose manually the crop size wanted, or use one of the predefined sizes.

The name under which the image will be saved is displayed in the top field, by default Digital Experience Manager uses the original name plus “-crop” and the new width and height.

Example “ImageB.jpg” cropped at 640 x 480 pixels will be proposed as “ImageB-crop640x480.jpg” but you can manually change that name before saving; if you want to replace the original image, you can use the original name. Digital Experience Manager requests a confirmation to avoid overriding an image by mistake.

4.2.3 Rotate

Use the button to rotate the image left or right.

The name under which the image will be saved is displayed in the top field, by default Digital Experience Manager uses the original name plus “-rotate”.

Example “ImageC.jpg” will be proposed as “ImageC-rotate.jpg” but you can manually change that name before saving; if you want to replace the original image, you can use the original name. Digital Experience Manager requests a confirmation to avoid overriding an image by mistake.

5 Portlet Manager

The Portlet Manager displays portlets and other Google gadgets available to your site by the administrators of the platform (via the administration interface).

From a strictly technical point of view, the portlets and gadgets differ from Digital Experience Manager components and require additional management interfaces. From a functional perspective, they are relatively similar: they are small standalone applications that can be inserted into web pages offering a new level of interaction with users.

File

• New folder: creates a new folder under the selected directory. Creates a tree to store gadgets and portlets, if required.
• New portlet: Creates a new instance of a java portlet deployed on the server.

Edit

• Rename: Opens a window to rename the file or folder.
• Delete: deletes the portlet or folder. When deleting a folder, all subfolders and items stored in the folder will also be deleted.
• Copy: copies the file or folder.
• Cut: copies the file or folder selected, the selection will then be deleted once the paste operation is performed.
• Paste: paste the previously copied or cut selection, under the selected folder.

View

• Refresh: refreshes the complete manager.

6 Repository Explorer

The Repository Explorer is the only manager which provides access to all content stored [all the nodes] within the data repository. This tool is reserved for the root user since it is possible to edit, delete or move any item, including the nodes essential to the functioning of your sites. If you have access to the Repository Explorer you should only make changes when you are sure of what you’re doing and when in doubt, ask for help from an administrator or manager of the platform.

7 Category Manager

Categories are taxonomy terms/concepts organized in a tree; Because in intranet scenarios the same vocabulary and concepts are often used in multiple projects, the tree is unique for the platform and then accessible from all sites by default. Administrators can restrict the usage to one particular branch for a given web site if necessary.

7.1 Actions

7.2 Usages

As for tags, it is possible to get the list of all content items on which the selected category has been applied, thanks to the “usages” tab in the lower part of the window.

For each usage, the path to the exact item is indicated and a clickable link to the page that contains it.

7.3 Languages

Categories are multilingual, meaning that they can be translated in various languages, which is more convenient for users and a standard practice for hierarchical taxonomies (versus tags). To translate a category title, select the item In the property frame appears “copy to all languages” button.

You can also right-click on a category and choose one of the translation couples proposed

A popup window appears with the start language not editable and the destination language editable.

8 Site Manager

The Site Manager shows all sites on which the user has edit rights and ease some operations to manipulate the structure of these sites, as well as the page attributes of your site.

The particularity of the Site Manager is to display not only pages but all content items that compose a site, including items that are not visible in edit mode and are used to structure pages like lists or rows/columns components, or components with no rendering at all.

The manager allows to move items or delete them when necessary which can be useful to solve a problem if, for any reason, an object is not accessible anymore visually in Edit mode.

The Site Manager can be very useful also to manage granular publication of content-items versus the Publication manager that works on a per-page basis.

9 Remote Publication Manager

The Remote Publication Manager is only available in the Enterprise distribution of Digital Experience Manager and for environments with a specific “distant publication” setup. This type of configuration is commonly used when a security firewall is present between the two environments. The details of the remote publishing manager are explained in a dedicated document and not covered in this guide. This manager is generally reserved for experienced administrators.
The remote publication topic is covered in dedicated document, reserved for paid customers, accessible in our extranet

http://www.jahia.com/customer-extranet

10 Additional resources

On our website (www.jahia.com), you will find the following resources to help you continue your experience of Digital Experience Manager:

• Forum: this is the community forum, where Digital Experience Manager users can exchange questions and answers. It is highly recommended to check the forums for any questions you may have as they could have been already addressed previously.
• Commercial support: Jahia also offers commercial support contracts to fit your needs. These may range from standard basic support all the way to custom assistance contracts. Please check http://www.jahia.com for details on our commercial offerings.
• Documentation: on our www.jahia.com/resources/techwiki/ section you will also find our online documentation ranging from end users guides to integrators documentation and API. Make sure to check back often, as we will be updating them as new releases come out.

Videos: also available on www.jahia.com and our Youtube channel (http://www.youtube.com/user/JahiaCMS) are tutorial videos that will show you how to accomplish certain tasks or illustrate some specific functionality.