Basic Tutorial on Evergreen's CMS

This page is a primer on the basics of adding and editing content within the CMS.

If your site is using the new template, there are three major differences including Inline Metadata, how to style images and Secondary Content.

Still have questions? Please feel free to contact the web team anytime with questions, or suggestions for more topics that should be covered here.

Vocabulary

The CMS interface has four distinct sections

CMS Vocabulary

Commonly used editor buttons

Editor Buttons

Login

  1. To login, use your Evergreen login username and password.
    From on or off campus, go to cms.evergreen.edu.

    CAS Login Dialog


Opening a page

  1. Click the plus next to the folder you want to work in.

    Collapsed Folders
  2. Once the folder expands, the subfolders and page assets are displayed in the same folder structure as the web server.
  3. Select a page in the folder, such as home, which is indicated by the blue page icon to the left of the file name. By default, the web page will display in View mode inside the main system window, just as it would appear online.

Most Common Icons

CMS icons

Editing a page

  1. Click on the page you would like to edit in the Asset tree.
  2. Select Edit from the drop down available next to the filename, or click on the Edit tab.

    Drop Down Menu Options
  3. Edit the content.
  4. You may want to define a Review Date to remind you to update the content on a regular basis.
  5. After you’ve finished editing the page, click Submit to save your changes in the CMS.
    Note: The submit and cancel button are located below the WYSIWYG (What You See Is What You Get) editor window.
  6. Click Publish and then click Submit to publish the page.

    Publish Window

Dashboard

Your dashboard helps you track stale content.

To see your dashboard at any time, pull down Quick Links from the top right and select Dashboard Overview. This will give you a way to see content that hasn't been updated and any pages that haven't been reviewed per the review date.

You can set the review date per page in the Inline Metadata section.

Creating a new page

Audience

Who is the audience for this page? Are they your primary audience? (Do you know who your primary audience is?)

Relationship to other pages

How is this content related to the other content on your site? Could you include some or all of it on existing pages? Is it a topic that’s central to your site or office’s subject matter? If not, work with the people who can best keep that information up to date.

Voice, tone, and language

Is the writing clear and simple? What does it sound like if you read it out loud? What is the grade level? (Try hemingwayapp.com for evaluating your writing.)

Maintenance

Set a review date to remind yourself to keep the content up to date.

  1. To create a new page, copy an existing page by selecting a page from the Asset tree with similar features as the one you plan to create.
  2. Select Copy from the drop down available next to the filename, or click on the Copy tab. 
  3. Type a name next to System Name (all lower case using hyphens between words with no spaces, caps or special characters). Double-check the Parent Folder is the correct location. Click Submit.

    Copy Page Dialog

    Alternately: click New in the navigation menu and choose Page.

  4. Select Edit from the drop down available next to the filename, or click on the Edit tab.

    Edit Title and Navigation Title

    Note: Titles are used as the page heading as well as the HTML title with Evergreen automatically appended to the end. The Navigation Title can be left blank unless it needs to be different than the page title.

Inserting an image

  1. When editing a web page, place your cursor where you want the image, and click on the insert image icon insert/edit image icon on the toolbar.
    Insert/Edit Image Dialog
  2. Leave Internal selected.
  3. Next to the Image field, you will see two icons – a red cancel/delete icon and an image icon. Click on the image icon or Search to open a new window that will allow you to select an image to insert.
  4. Click on Browse...
  5. Select the images folder.
  6. Choose Upload from the menu.
  7. Browse to the image on your harddrive or shared drive. Click Upload.
  8. Click Confirm.
  9. Next to the Alternate Text field, type descriptive text about the image. This is important for screen readers and is required.
  10. Click Insert to insert your image.

Once your image is inserted, select the image and under Styles, choose image. (If the image will take up the width of the content, select image-full.) If you need to undo a style selection, choose that same style again.

Note: If you need to insert an image with a caption, copy the Image with Caption example from the snippets page or from below. Edit the caption and replace the image.

sample image

Sample caption.

Uploading and linking to a document

  1. While editing a web page, highlight the word or words to turn into a hyperlink.
  2. Click the CMS links icon insert/edit link icon on the toolbar.
    Linking to a Document
  3. The insert link window will open with options for internal and external links.

    Insert/Edit Link
  4. Make sure Internal (default) is selected.
  5. Next to the Link field, you will see two icons – a red cancel/delete icon and an page icon. Click on the page icon or Search to open a new window that will allow you to select a page to link to.
  6. Click on Browse...
  7. Select the docs folder.
  8. Choose Upload from the menu.
  9. Browse to the file on your harddrive or shared drive.
  10. Click Upload.
  11. Click Confirm.

    Upload File

    Note: Files cannot exceed 15mb in size within the CMS. As a general rule, images should be no larger than 30kb.

  12. Click Insert.

Publishing content

When a webpage is published, all of the elements that make up that page are sent to the web server (also called the production server).

Publishing one page at a time

  1. To publish a web page, select the page from the Asset tree.
  2. Select Publish from the drop down available next to the filename, or click on the Publish tab.
  3. Click Submit.

Publishing several pages at once

  1. Select the parent folder for the site (i.e. Dining) in the Asset tree.
  2. Click the box next to the pages you wish to publish.
    Publishing Pages
  3. Under Select One at the bottom of the window, select Publish.
  4. Click Submit.

Note: Blocks (_info and _contact) can not be published alone. See “Editing and publishing a block” for instructions.

Editing and publishing a block

  1. Choose the block you would like to work with by selecting it in the Asset tree.
    Block Editing
  2. Select Edit from the drop down available next to the filename, or click on the Edit tab.
  3. Edit the content.
  4. Click Submit. IMPORTANT: Do NOT select Save Draft!
  5. Select the parent folder for the site (i.e. Dining) in the Asset tree.
  6. Use the Select All check box to select all the assets.
    Publishing Selections
  7. Deselect the docs and images folders (this will speed up the publishing process). 
  8. Under Select One at the bottom of the window, select Publish.
  9. Click Submit.

Refreshing a document

  1. Select a document from the docs folder using the Asset tree.
  2. Select Edit from the drop down available next to the filename, or click on the Edit tab.

    refreshing document
  3. Click Browse and navigate to the document.
  4. If necessary, click System and change the document’s name to be the same as the linked document.
  5. Click Submit.
  6. Publish the document.