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page The Page is one of the core asset types in Cascade. It represents the grouping of several items together including content, template, blocks, and more. Pages are the grouping of these items that a user publishes out to display new web content. Essentially, your ‘page’ becomes a new web page.

Pages can represent many different types of content on a website. Pages can be frequently asked questions (FAQs), newsletters, press releases, employee profiles, news articles, simple content, and anything else you might find on online.

The system uses pages to dynamically create navigation link menus, site maps, alphabetical indexes, RSS feeds, and many other automated items.

Concept

Opening a Page

Here is an example site created within the system. In order to browse the site, click on the intranet folder on the left side to expand the folder tree. Once the folder expands, the sub-folders and page assets are displayed in the same directory structure that exists when published. Choosing a page in the folder, such as default, will bring up a preview of the web page in the main system window, just as it would appear online. 

open default page

Notice that there is no Edit tab because we aren’t allowed to change this page. To navigate to a page that we are allowed to change, click on the folder news on the left side followed by the page content.

Creating a Page

There are several ways to create new pages in Cascade:

  1. Users can use Cascade’s Default Page Asset Factory:

new page

Provides users with a basic, generic page structure provided by Cascade.

  1. Users can also use an asset factory pre-structured by their Administrator.

intranet menu

(In this example, the “Intranet” selection of default asset factories is displayed; when using the system, these will be replaced by whatever names and specifications the System Administrator defines)

  1. Users are able to Copy a Page to create a page similar to one that exists and make appropriate edits:

copy page

All content in Cascade can be repurposed. Therefore, if a press release is created and all future press releases are to be based off that structure, users can copy that Press Release page, and edit content to create an entirely new release while keeping consistent layout, formatting, etc.


Editing a Page

A user with Write permissions to a page can edit its content and metadata by 1) clicking the Edit tab while viewing the page, 2) clicking the edit link when viewing the folder containing the page, or 3) by selecting the context menu option to Edit.

Pages are either WYSIWYG or Data Definition pages. WYSIWYG pages contain only a single content editing area. Data Definition pages use Data Definitions to provide the user with one or more form fields to enter content. Form fields can be plain text fields, WYSIWYG fields, asset choosers, checkboxes, single-select dropdowns, multi-select combo boxes. Their type is specified by the Data Definition.

Cascade leverages a rich-text, WYSIWYG (What You See Is What You Get) editor to make it easy for non-technical users to create and update content. The editor styles the content using HTML markup and CSS so the person creating the content.

wysiwyg features

In additiont to the Page's content, a user can also edit the metadata associated with each page. The metadata fields available depend on the Metadata Set associataed with the page.

HTML Toggle

Advanced users who wish to tweak the content of a page via the HTML code may simply click the HTML toggle icon to switch back and forth between views.

 

Previewing a Page

Pages can be previewed before publishing to allow users to see how the page will look without the region icons on the screen.

 

To preview a page, select the desired page and click the Preview pane on the View tab. Users can also browse the site internally to simulate a visitor’s experience.

 

Publishing a Page

 

When a page is published, all of the elements that make up that page are rendered as HTML and sent to the live web server (also called the production server), enabling it to be accessed as part of the website. When users want to publish a page, they simply select the page from the left asset tree, and select the Publish tab. All available targets and destinations for that page will be listed and can be checked or unchecked as desired.

Moving a Page to a Different Folder

 

URLs are defined by the folder location inside the system. For example, if www.hannonhill.com/news/2005/updates.htm were moved from the 2005 folder to the 2006 folder, the URL would now be www.hannonhill.com/news/2006/updates.htm. The system itself automatically updates all links throughout the system.

 

FAQs

  • What happens if I move a page to a different folder inside Cascade Server?

Technical

Creating a New Page From Default Asset Factory

In general practice, new pages are created from Asset Factories that are customized to predetermine various configurations.  However, Administrators may have the need to create new pages entirely from scratch.

To create a new page using the Default Asset Factory:

  1. Determine where you want to store the new page, and select the folder from the asset tree on the left side.  The location of a page in the system will determine its location on the web server when published.
  2. Once in the desired folder, use the top navigation menu and select New-> Default-> Page.
  3. On the Content pane:
    Use the WYSIWYG to add your page content.
  4. On the Metadata pane:
    Enter any metadata desired.  You may also attach a custom Metadata Set to change the User Metadata options.
  5. On the System pane:
    Name
    - Type in a name for your page.
    Parent Folder
    - By default, this will be the current folder; however, this can be overridden by selecting a different folder in the folder chooser.
    Configuration Set
    - Assign the appropriate Configuration Set for this page.  The Configuration Set will determine what templates and targets are associated with the page and how various page regions will be populated.
    Data Definition - These fields allow you to replace the WYSIWYG with a custom data definition.
    Rewrite Links - Determines whether absolute links should be rewritten as relative.
    Publish - Determines whether this page should be published.
    Index - Determines whether this page should be included with dynamic navigation or other indexing features.
  6. On the Configurations pane:
    This will show a list of all regions available for each configuration.  You may toggle between the various configurations and select blocks and stylesheets for any regions desired.
  7. Click Submit to save your page.

create page

Creating New and Custom Pages Using Asset Factories

In addition to editing an existing page, you also have the ability to create new pages and upload documents and images on your own. To create a new page, you will use an Asset Factory. As previously mentioned, asset factories provide an easy way to create a specific type of asset or specially configured page. The asset factory is made available by clicking on New in the top navigation menu. Default asset factory elements included in Cascade Server are Block, External Link, File, Folder, Page, Sytlesheet, and Template. Your user access rights determine which asset factory elements are available to you, and your administrator determines your access rights. Let’s go through the process of creating new content.
  1.  Click on the New button on the top navigation menu to display the different types of assets you are allowed to create.
  2.  Click on the type of page you would like to create. For our page, we chose New->Intranet->Press Release.

new intranet press release

  1. Notice that this type of page has a series of fields instead of a large word processor. Some types of content are more structured whereas others are less structured. For Display Name, type “My First Press Release.”
  2. For Title, type “A New Press Release in the CMS.”
  3.  For Summary, type “The press release summary content goes here.”

press release metadata

  1. Scroll down to the bottom and click the Submit button to record your changes.

     

  2. You should now see the new page in your web browser.

     

 

 

Notice that the content from the word processor appears in the main region in a specific layout independent of the content you entered. Creating a new web page in the CMS saves you time as the content is automatically formatted for you and related hyperlinks to the page are created as well.

 

 

Copying a Page

When creating a page that is similar to an existing page, it is often useful to Copy the existing page and make the appropriate edits.

To copy a page:

  1. Navigate to the desired page and click the Copy icon on the action bar.
  2. Type in a new name for the copied page and/or select a new folder via the file chooser.
  3. Click Submit to confirm the creation of your new page.
  4. If desired, you may now click Edit on the action bar and make the appropriate changes to your new page.

     

copy page

Editing a Page in Cascade

To edit a page:

  1. Start by locating the page in the left-hand navigation menu and clicking on the page you would like to edit.
  2. Once the page has loaded, click on the Edit tab located above the page next to the active View tab. You can also go directly to the Edit screen by using the Context menu or by using the Edit link when viewing the contents of folder containing the page.
  3. From here you are able to edit all of the content specific to that page as well as its metadata. 

edit page

Content Pane

The Content pane is used to edit the page's content and any metadata fields tha have been brought inline. Metadata fields appear in a section called "Inline Metadata" above the content. The content is editable either in a single rich-text (WYSIWYG) editor for WYSIWYG pages or in one or more form fields in Data Definition pages. The Data Definition specifies the types of the form fields as one of: plain text, rich-text (WYSIWYG), radio button, checkbox, single-select dropdown, multi-select combo box, or asset chooser to alllow you to select other Blocks, Pages, Files, External Links in the system.

As of Cascade 7.0, regions assignments which typically appear in the Configurations pane can now be made to appear inline on the Content pane as well.

Metadata Pane

The Metadata pane is used to edit any of the page's metadata fields tha were not set to appear inline in the Content pane. The page's Metadata Set determines which metadata fields appear on the page.

System Pane

The System pane is used to edit page-level options and its associations to other assets. Here you can change the page's Content Type, Metadata Set, Configuration Set and Data Definition as well as the page-level options for whether to include the page when publishing or indexing and whether to have the system manage and rewrite any links in the page's content to other assets.

Configurations Pane

The Configurations pane is used to modify the page's various outputs including setting page-level block and format assignments to the various regions supplied by the template.

Advanced Options and Version Comments

All panes also includes the advanced options which specify what post-edit routines you want to apply to the page including spell-check, accessibility-check, link-check, start workflow, cleanup the content with the "Tidy" tool. Lastly

Submit, Save, and Cancel

Finally, each pane includes buttons to Submit the edit, to Save the changes as a draft, Update the existing draft, Discard the draft or Cancel the edit.

Publishing a Page in Cascade

To publish a page, simply select the page from the left asset tree, and select the Publish tab. All available targets and destinations for that page will be listed and can be checked or unchecked as desired. Each output type, such as HTML, PDF, WMA, XML, etc. will have its own target/destination.

Check whether you would like a publish report generated. This report will appear in your dashboard, under messages, and will alert you to any problems.

 

edit page

Publishing a Page via a Publish Set 

To publish via Publish Set, go to the appropriate publish set under the Administration area and click publish for that component.

Folders may also be published by following the same steps for the folder. All pages and subfolders within that folder will be published.

 

 

Creating an Index Block for a List of Recent Pages

There is often a need for a listing and summary of recently added pages. Time sensitive content, such as press releases, newsletters, or announcements, lend themselves to this type of dynamic indexing.

When creating your index block for a list of recent pages, select the following options:

  • Folder to Index - Select the folder you wish to index. If you want your menu to include subpages, simply select the highest folder. 
  • Depth of Index - Typically, you will be indexing only one folder of pages.
  • Max Rendered Assets - Type in the number of pages you wish to display. For example, if you only want the four most recent press releases, enter 4.
  • Indexed Asset Types - In most cases, only pages need to be indexed. 
  • Rendering Behavior - Select Render normally, starting at the indexed folder.
  • Page XML - Select Do not render page XML inline.
  • Block XML - Select Do not render block XML inline.
  • Indexed Asset Content - In most cases, only user-supplied metadata is needed.
  • Other Indexed Information - Do not check any options.
  • Sort Method - Select either last modified date or last created, depending on your needs.

These options will provide you with a usable index block that can then be plugged into a page region at the template, configuration set, or page level. Typically a recent pages summary will only appear on one or two pages, so it's best to plug these in at the page level.

An XSL stylesheet must also be added to style and filter the results rendered by the index block. Examples are included with Cascade Server and can be found in the common folder.

Page Layout and Rendering Behavior

While viewing a page in a "Layout" tab, in the top left corner of regions we can notice overlibs with links to view or edit different assets.

overlibs 

We explain the exact behavior of these links and icons and in what situations they appear. The DEFAULT region has a different behavior than any other regions and it is going to be explained first and in more details.

DEFAULT Region

Region Icon

  1. Display region "page" icon for DEFAULT region if it has no block assigned.
  2. Display region "block" icon for DEFAULT region if it has a block assigned.
  3. Do not display the region icon if there is nothing to display in the region pop up or if the only thing that the region pop up contains is a link to a page line without the pencil icon.

Region Pop Up

pop up 

  1. Display region pop up for a region whenever user clicks on a page region icon for that region.
  2. Region pop up should contain the following lines:

Link to a Page Line

Link to a Page Line 

  1. Link to a page line consists of a page icon, a pencil icon and an actual link to the page.
  2. Link to a page line should be displayed if the DEFAULT region has no block assigned.
  3. Pencil icon links the user to an edit screen of the page.
  4. Pencil icon should be displayed if the user is capable of editing the page.
  5. Actual link to the page links the user to the view screen of the page.

Edit Inline Line

Edit Inline Line 

  1. Edit inline line consists of a page icon and an edit inline link.
  2. Edit inline line should be displayed if
    1. the DEFAULT region has no block assigned and
    2. the DEFAULT region has no stylesheet assigned and
    3. the page is not a structured data page and
    4. the user is capable of editing the page.
  3. Edit inline link links the user to an inline WYSIWYG editor.

Link to a Block Line

Link to a Block Line 

  1. Link to a block line consists of a block icon, a pencil icon and an actual link to the block.
  2. Link to a block line should be displayed if
    1. the DEFAULT region has block assigned and
    2. the user is capable of viewing the block.
  3. Pencil icon links the user to an edit screen of the block.
  4. Pencil icon should be displayed if the user is capable of editing the block.
  5. Actual link to the block links the user to the view screen of the block.

Link to a Stylesheet Line

Link to a Stylesheet Line 

  1. Link to a stylesheet line consists of a stylesheet icon, a pencil icon and an actual link to the stylesheet.
  2. Link to a stylesheet line should be displayed if
    1. the DEFAULT region has stylesheet assigned and
    2. the user is capable of viewing the stylesheet.
  3. Pencil icon links the user to an edit screen of the stylesheet.
  4. Pencil icon should be displayed if the user is capable of editing the stylesheet.
  5. Actual link to the stylesheet links the user to the view screen of the stylesheet.

Other Regions

Admin Users
  1. See all page region "block" icons for all page regions that have at least 1 block or stylesheet assigned.
General
  1. If a block is assigned to a page region and the current user has read/write access to the block and there is no stylesheet or the user does not have read/write access to the stylesheet, then only the block will be displayed in the overlib.
  2. Likewise, the same holds true for assigned stylesheets.

Cross-Site Relationships

For more information on Cross-Site relationships for pages, check out our Cross-Site relationship rules page.

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