Edit Mode: Getting started and Dashboard

  Written by The Jahia Team
 
Sysadmins
   Estimated reading time:

1 Introduction

Jahia Digital Experience Manager is a platform for managing a variety of digital initiatives in a productive and secure fashion. Initiatives such as building websites, mobile sites, intranets and portals, all of which can interact with visitors in order to deliver the best user experience possible.

This document introduces new users to the Jahia Digital Experience Manager platform, from accessing the system to learning their way around the personalized interface called The User Dashboard.

The User Dashboard described in this document is the default Digital Experience Manager User Dashboard. Please note that it is possible to customize the User Dashboard through development. Should you encounter features not covered in this document please ask your administrator to provide you with the documentation specific to your project or organization.

2 Login / Logout

2.1 Login

If Digital Experience Manager is installed on your computer for test or development purpose, you can access it using the urlhttp://localhost:8080/start

If Digital Experience Manager is installed on a distant server, you must call it through its IP address or domain associated to it and type http://ip-address/start or http://domain/start

This should bring the following screen, unless your company has a single-sign on mechanism in place, in which case you’ll arrive immediately on your Dashboard.

Type-in your username and password then validate. If your credentials are correct you’ll be redirected to your User Dashboard.

2.2 Logout

When you have finished working with Digital Experience Manager, it is important to disconnect from the system to prevent another person with access to your workstation (physically or remotely) from accessing the system under your name.

You should be aware that closing your browser is not necessarily sufficient protection.

To disconnect from Digital Experience Manager, click on the "logout" entry in the User Menu located in the top toolbar.

 You may also log out when you are in Edit Mode or Contribution Mode by using the same User Menu present on all pages.

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3 User Dashboard

The User Dashboard is an interface available for registered Digital Experience Manager users who have writing privileges on the staging version of the content. Other registered users who are not allowed to edit content on the platform (like authenticated visitors, forum user, etc.) won’t be able to access this interface. In other words, the User Dashboard is an internal Digital Experience Manager tool for editors and a good starting point to the application.

Returning to the User Dashboard is possible at any time from the top toolbar displayed in Contribute Mode, Edit Mode and Studio by using the User Menu.

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The user dashboard is composed of three parts

  • a minimalistic toolbar, providing access to different modes or tools, depending on the user’s permissions and a User Menu to logout.
  • a menu on the left displaying available features of the dashboard itself.
  • a central part where the selected item in the left menu is displayed in details

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There are 5 entries in the dashboard menu by default with Digital Experience Manager 7.1.1

  1. My Files
  2. My Settings
  3. My Pages
  4. My Web Projects
  5. My Tasks

Note that developers can extend the Dashboard by adding new entries / features. A document explains how to create new panels, knowing that it is the same mechanism to extend the dashboard, the server administration UI or the Site settings UI.

3.1 My Files

This panel displays the list of files stored in the user personal directory. Under the file directory two subfolders are created by default

  • private : files and folders stored under this folder cannot be seen by anyone but the user
  • profile : this folder contains only the picture of the user

All files placed in the user repository but not in the “private” folder can be read by other users. The files located in the user directory can then be used inside pages of the various websites on the platform and will be seen by visitors.

Using the icons

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 located in the top-right of the page, the user can browse its personal files repository with three different layouts.

List : this is the default one; A list of files, with some details for each file, like creation date, modification date, size.

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Thumbs : items are displayed by their thumbnails

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Slider: items are presented one by one in a greatest size (full size when possible) with arrows to navigate to the next or previous item.

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Whatever the layout three operations are always possible on each file, symbolized by the following icons

  •  download the file
  •  rename the file
  •  delete the file

To upload a file, click on the

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 button and choose one or several files on your disk then submit. A confirmation window lists the uploaded files when the operation is finished.

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To create a new folder, click on the

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 icon, type a name in the popup window and validate.

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To navigate in the folders hierarchy, click on a folder name in the list layout or thumbs layout. You can go back in the hierarchy thanks to the path that appears atop of the files

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You can also return at any time to the root folder of the files just by clicking on “My Files” in the menu of the User Dashboard.

3.2 My Settings

This panel allows users to fill their profile information. It is divided in several sections to ease the edition.

  • Portrait and presentation (about me): your photo (or avatar) and a text area to present yourself
  • Identity: classical information like name, title, etc.
  • Professional information: your position and the organization you work for
  • Social network: your API key for various social networks
  • Contact information: your address and phone contact information
  • Password: allows to change your password
  • Other information: your birthdate and your preferred language
  • Privacy settings: the section where you control what profile information are public or remains private

3.2.1 Updating your profile

To enter or update the values of a particular section, click on the “click to edit” button. The section is instantly refreshed as a form.

Fill the form then save.

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The section appears updated

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The principle is the same for all sections.

3.2.2 Controlling the privacy

By default all properties are private. To decide what properties are public (visible by other users of the system), use the last section of the page “Privacy settings”, click on the edit button. One button appears for each property of your profile, red (private) by default.

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Click on the button to turn the privacy to public (green).

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Click on the save button, the section is updated and refreshed

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Thanks to the tabs located at the top of the screen, the user profile can be viewed in “private view” meaning that all properties are visible and editable by the user, and in “public view” showing simply what properties from the user profile other users can see.

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This “public view” is very handy after changing the privacy settings to control that they correspond to your wills.

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3.3 My Pages

This panel list all the pages created, modified or published by the user. By default the list is ordered by last modification date (the most recent changes first) but can be reordered by clicking on the column headers. Note that this reordering is done on the fly and is not persistent: if the user leave the page and comes back on it, the default sorting will be applied.

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If you click on a page name, you’ll be redirected to that page in Edit Mode directly.

3.4 My Web Projects

This panel lists all the web projects the user has access-to, depending on his role(s) on the different projects.

On a brand new installation, this screen is empty

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When one or several projects exist on the platform, each one appears on a single line.

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Depending on the user roles for each site and the status of each site (published or not) green arrows buttons offer links to the different modes available

  • Administration (access to the website DXM administration)
  • Edit Mode (complete editing interface)
  • Contribute (access to the website DXM contribute mode)
  • Preview (view the site with the staging content as if published now)
  • Live (published project)
  • Files (the file repository of the given site)
  • Content (the folder structure were content “out of context” is stored)

This panel is completed by some additional buttons for root and users with the “server administrator” role: export selected sites and create site.

3.5 My Tasks

This panel displays the list of tasks assigned to the user or tasks that are not assigned to someone in particular but the user can decide to handle. For instance, a simple publication process usually creates a “review” task that is broadcasted to a group of users that can perform the review and not to one person in particular.

If no tasks are pending, the list is empty

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If tasks can be handled, they appear in the list

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You can click on the blue + cross to see details about the task

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And decide to take the task by clicking on the “Assign to me button” (the tasks will disappear from others users dashboards)

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You can remove yourself from the assignees at any time by hitting the red button, or start working on the task by hitting the “start” green button.

If you start a task depending on which workflow step is involved and the options defined in the workflow process, the choices will be different, so it depends really on your platform settings. In the image above, the review tasks is simply associated with two possible choices “accept publication” (the page will then automatically be published) or “reject” (the person who started the workflow will be notified that you have refused)

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Once a task has been processed, the list is updated and the task has been removed.

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