Users

Learn to create and import sites, manage content, workflows, system users, and more.
  1. Basics »
    Learn more about the basics of Cascade Server.
    1. What Is Cascade Server?
      Cascade Server is an enterprise web content management (WCM) solution designed around XML.
    2. Concepts »
  2. Importing a Site »
    Importing a site can be performed by using the Zip Archive or the Site Import.
    1. Site Import Tool
      The Site Import Tool automates many of the tasks that go into setting up a new site in Cascade Server.
    2. Importing Via Zip Archive
      To import an existing site using the Zip Archive feature, please ensure that you have zipped the folder containing all the files for your site and not just the files inside the folder.
  3. Creating a Site »
    This section will guide you through all the steps required to create a site from scratch or turn a newly imported site into a fully functional CMS-driven site.
    1. Organizing your Assets
      Cascade Server allows any assets to be placed in any folders. Typically, each folder under the Base Folder will represent one site and will contain all the assets needed for that site.
    2. Creating System Components »
    3. Creating Assets »
    4. Creating Dynamic Navigation »
    5. Creating Structured Authoring Fields »
    6. Creating Forms
      The CMS makes it easy to manage forms right within the business user interface.
    7. Creating Multiple Outputs »
    8. Using External RSS Feeds
      Cascade Server allows for the inclusion of external RSS feeds in internally managed pages through the use of an XML Feed Block.
  4. Users, Groups, & Roles »
    Users and Groups must be set up by an administrator or manager.
    1. Users
      Each person using the system should have his/her own user account.
    2. Groups
      Placing multiple users into groups is a great way to customize permissions in the system.
    3. Roles
      Roles must be assigned to each user or group in the system in order to determine which tasks that user or group may perform.
    4. Assigning Permissions
      Permissions determine which users or groups have access to a specific folder or asset.
    5. Audits - Users, Groups, & Roles
      The Audit Trail is accessible from the Administration area and gives a detailed account of all activity having taken place within the system.
  5. Asset Factory »
    Asset Factories are a great way to allow non-technical users to easily create specific types of pages or other assets.
    1. Creating the Asset Factory
      Asset factories are managed in the Administration area, but each must be based on an actual asset in the main area.
  6. Publishing »
    Cascade Server has a powerful and highly customizable publishing engine capable of handling multiple sites.
    1. Destinations
      Destinations allow the use of the same transport across multiple targets.
    2. Transports
      Transports are the mechanism that moves content from a temporary directory on the server to the final location.
    3. Publish Set
      Publish Sets are use to allow groups of publishable assets to be published on-demand or on a schedule.
    4. Previewing Pages
      Pages can be previewed before publishing to allow users to see how the page will look without the region icons on the screen.
    5. Publishing a Page or Folder
      When a page is published, all of the elements that make up that page are rendered as HTML and send to the live web server (also called the production server), enabling it to be accessed as part of the website.
    6. Diagnostics »
  7. Managing and Creating Content »
    Managing and creating content in the CMS is easy.
    1. Viewing a Folder
      Clicking on a system folder will reveal its contents both in the left asset tree and in the main view.
    2. Navigating the System
      Learn to navigate the CMS with this introduction to the system structure.
    3. Creating a Page
      The easiest way to create a new page in Cascade Server is by using the Asset Factory set up by your Administrator.
    4. Copying a Page
      When creating a page that is similar to an existing page, it is often most useful to Copy the existing page and make the appropriate edits.
    5. Editing a Page »
    6. Uploading a File or Image
      Cascade Server supports the uploading of any file type.
    7. Moving Assets
      Assets may be moved individually or at the folder level.
    8. Reordering Assets
      Asset reordering is a feature that enables you to manually change the order of assets within a folder.
    9. Deleting an Asset
      Assets (or system components) can be deleted by users that have write access and no workflow.
  8. Workflows »
    Workflows are a valuable way to ensure that all content is properly reviewed before being published. Specialized workflows can also be created which automate various system tasks, such as automatically creating an index page when a new folder is created.
    1. Introduction to Workflows
      Cascade Server ensures that content entered into the system is quality checked using a serious of approval steps known as a workflow.
    2. Using a Workflow »
    3. Creating a Workflow »
    4. Assigning Workflows »
  9. Additional System Features »
    Cascade Server offers advanced features for managing content more effectively.
    1. Version Control
      Cascade Server automatically saves a version of an asset every time changes are submitted. These versions can be viewed or activated as needed.
    2. Audits - Assets
      The Audits tab is available on all assets and allows you to view any actions relating to that asset.
    3. Search »
    4. History
      By clicking on History, users can see a list of their most recently viewed assets.
    5. Locking Assets
      To prevent other users from making changes to an asset, a user may lock the asset.
  10. Intros »
    This section offers step by step walk through tours of Cascade Server from a Business User's or Administrator's perspective.
    1. Technical Intros »
    2. Business User Intro »
    3. Intro PDFs
      PDF versions of the intro guides, suitable for printing.
Last modified on Fri, 21 Sep 2007 11:31:14 -0400
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