End-User Guide for OU Campus v10 Short Version OmniUpdate, Inc. 1320 Flynn Road, Suite 100 Camarillo, CA 93012 OmniUpdate, Inc. 1320 Flynn Road, Suite 100 Camarillo, CA 93012 800.362.2605 805.484.9428 (fax) www.omniupdate.com Copyright ® 2014 OmniUpdate, Inc. All rights reserved. Document Number: End-User Guide (Short Version) Publish Date: 8/18/2014 ® OmniUpdate and OU Campus™ are trademarks or registered trademarks of OmniUpdate, Inc. Any other company and product names, and trademarks mentioned within are property of their respective owners. Content is subject to change without notice. About OmniUpdate, Inc. ® OmniUpdate is the leading web content management system (CMS) provider for higher education. The company focuses on providing an exceptional product and customer experience to its OU Campus™ CMS users who manage more than 700 web and mobile sites in the U.S. and around the world. OU Campus is secure and scalable, server and platform independent, and seamlessly integrates with other enterprise campus systems. It provides college and university web developers, administrators, and marketers with the user- friendly tools and deployment flexibility they need to achieve excellence. For more information, visit . About This Guide This is a shorter version of the End-User Guide for OU Campus v10. OU Campus Support The Support site is available to everyone and users are encouraged to visit and browse the site for information. An institution's administrators are also available if the answer cannot be found on the Support site or further explanation and clarification is needed. Administrators may contact the OmniUpdate Support Team. Ways to access the OU Campus support documentation include: • Support site: http://support.omniupdate.com/ • The help link in the main interface of OU Campus • The WYSIWYG Help link • Help links embedded in the system • Text instructions are provide onscreen for specific fields and functionality • OmniUpdate Community Network (OCN): http://ocn.omniupdate.com/ Conventions Shorthand for navigation through the OU Campus CMS is indicated with a greater-than sign and bolded: > For example, Setup > Sites. Code snippets use Courier New and a shaded background. OU Campus Page 2 of 87 Contents End-User Introduction........................................ 5 Image Editor Tools........................................... 31 OU Campus Support..........................................5 Image Editing on Upload..................................31 Filter and Quick Search..................................... 6 Image Editing from Pages List View.................33 Log In................................................................... 8 Editing Images in WYSIWYG Mode................. 34 Overview.............................................................8 Final Notes.....................................................36 About DirectEdit................................................. 8 Publishing a Page.............................................37 Editing a Page with DirectEdit............................8 Publish Dialog.................................................. 37 Logging Out........................................................9 Navigating to the Publish Dialog....................37 Reset Password................................................. 9 Publish Dialog Reference.............................. 38 Failed Logins and User Lockouts..................... 11 Selecting a Publish Target.............................39 Checked Out/In..................................................12 Viewing the Publish Notes............................40 Overview...........................................................12 MultiFile Select.............................................. 40 Checking In a Page..........................................13 Final Check........................................................41 Behaviors of Checked Out Pages.................... 13 Final Check Overview...................................... 41 Best Practices.................................................. 14 Running Final Check........................................41 WYSIWYG Editor...............................................15 With Multi-Target Publish...............................43 WYSIWYG Editor Overview............................. 15 Schedule............................................................ 45 Toolbars and Tools.......................................... 16 Schedule Overview...........................................45 Toolbar Functionality......................................16 Schedule Tab................................................... 45 Insert/Edit Link.................................................. 17 Performing a Scheduled Publish...................... 47 Insert/Edit Link Overview..................................17 Removing a Scheduled Publish....................... 47 Links and Dependency Manager......................17 Submit for Approval......................................... 48 Inserting an Internal Link (Typical).................18 Submit for Approval Overview..........................48 Linking to an External Page...........................21 Sending for Approval........................................49 Linking to an Unpublished File...................... 21 New Content...................................................... 50 Linking Across Sites within an Account......... 22 New Content Overview.....................................50 Specifying a Link Target................................22 New Folder vs New Section.......................... 50 More Options with Insert/Edit Link Tool............23 Creating New Content......................................50 Renaming or Moving a Directory or File...........23 Creating a New Page........................................ 53 Broken Links.....................................................23 Creating a New Page Overview....................... 53 Final Notes and Reminders..............................24 New Page Creation Options.............................53 Insert/Edit Image............................................... 25 New Page Wizard (Typical)..............................54 Insert/Edit Image Overview.............................. 25 Creating a New Page.......................................55 Inserting an Image........................................... 25 Upload and Edit Image.....................................57 Editing an Inserted Image................................ 28 Upload and Edit Image Overview.....................57 Additional Information and Reminders............. 29 Selecting and Uploading the Image...............57 Decorative Images............................................29 Editing the Image...........................................57 Image Editor...................................................... 30 Resize............................................................ 57 Image Editor Overview.....................................30 Crop (Custom)............................................... 58 Image Editor Restrictions and Rotate.............................................................58 Requirements................................................... 30 Zoom..............................................................59 OU Campus Page 3 of 87 Undo/Redo.....................................................60 Rearranging Dashboard Gadgets..................83 Creating Assets.................................................61 Gadgets Sidebar.............................................. 83 Creating Assets Overview................................ 61 Gadget Sidebar Icon Reference.................... 84 Asset Info Panel............................................... 61 Choosing Gadgets on the Gadget Access Settings Panel......................................62 Sidebar...........................................................85 Asset Content Panel........................................ 62 Rearranging Sidebar Gadgets....................... 87 Creating a New Asset...................................... 63 Inserting Assets................................................ 64 Inserting Assets Overview................................64 Inserting an Asset with the WYSIWYG Editor................................................................ 64 Inserting an Asset Only Region........................65 Inserting an Asset with the Source Editor.........66 Dashboard..........................................................67 Overview...........................................................67 Example Dashboard with Gadgets and Sidebars Expanded....................................... 68 Dragging Dashboard Gadgets....................... 68 Overview........................................................ 68 Workflow........................................................ 68 Inbox.............................................................. 69 Configure Dashboard.....................................69 Gadgets..........................................................69 Workflow............................................................ 70 Overview...........................................................70 Workflow Screen.............................................. 70 Status.............................................................71 View............................................................... 71 Reply..............................................................72 Delete.............................................................73 Inbox...................................................................74