Oct 5, 2010

How to Delete a Page

You must be a site author in the group that owns the page.

  1. Log in and navigate to the page to be deleted.  (Page < Open is a fast way to do this)
  2. Turn on EDIT mode in the top toolbar.
  3. In the toolbar, select Page < Delete
  4. Are you sure?  Click Yes.  The page will reload and the status icon in the toolbar will now include a red circle.  The page is not yet deleted, it is just marked for deletion.  
  5. Publish the page (Page < Publish) or send it to workflow (Page < Workflow < Submit)
    • If you have workflow, the page still must be 'Approved' and then it will delete and no longer appear on your site.  

Upon publishing or approving the page, the page will refresh and you will see either a page error or a 404, or be redirected somewhere, depending on how your site is configured.

Oct 4, 2010

Changing Page Properties - GeoDocs 8

There are many reasons you may want to change a page's properties.   You want to move a page, or change the title, or switch to a different template.  That's all in the Page Properties.  You must have the role of 'site author' in the group that owns the page in order to change page properties or publish the page.  If your site uses workflow you may also need to be a workflow approver to complete this process.
  1. Log in 
  2. Click the PAGE button in the toolbar, then select 'View Page Properties' in the dropdown menu.  A popup will appear, with information organized on three tabs.  
  3. Make the property change (more detail below)
  4. Click SAVE.  The popup will close.
  5. Go back to the PAGE button in the toolbar and in the dropdown menu, either click 'Publish' if you don't have workflow, or 'Workflow < Submit' if you do have workflow.  (an approver will then need to go to the page menu and select "Workflow < Approve")

Page Menu in GeoDocs without Workflow
Where to change the properties?

First tab: Describe this page
  • Change the page title - on the first tab, type in the new name.  
  • Change the page name that appears in menus - change the page 'caption' on the first tab.
  • Make a page private or public - check or uncheck the 'Public' box.  If the box is unchecked (non-public) then only users in the owning group can see it and only when they're logged in.
  • Turn off or inactivate a page - uncheck or check the 'Active' box.  Inactive pages can only be seen by site authors while logged in and if they're a member of the group that owns the page.  
  • Change page description - the 'Meta Data' field may feed the page's HTML description.  This depends on how the page template is designed.
  • Change metadata for search engine optimization (SEO) - Again, the 'Meta Data' field on the first tab. 
Second tab: Where does the page belong on this site?
  • Move a page to a new location in the sitemap - select the middle tab and simply highlight the page that you want this page to go UNDER.  
Third tab: Images
  • Change the banner image on a page.  (Not all templates are designed to do this.)  - use the link selector tool to choose a new document (image) for the banner.  Note that only files cropped at exactly the right dimensions will work, not just any image in the system.
Page Properties Pop-up Window - click to enlarge

Page Structure in GeoDocs

GeoDocs uses three levels of structure on a page:

  1. PAGE - the page properties include which template to apply, the name of the page, and where it should be located in the site.  Only site authors can change page properties, or delete or create pages.
  2. SECTIONS and MENUS - these are like frames for content and links.  Only site authors can add or remove sections/menus or make changes to their properties.
  3. CONTENT - text, links, calendar entries, etc. And sometimes documents.  Document authors can create, delete, or change properties of file-based content.  Content authors can create, delete, and change content of any kind.  

Sep 30, 2010

Moving a Document in GeoDocs 8

  1. Click on FILES in the GeoDocs toolbar.
  2. Navigate to the document to be moved.
  3. Click the document file name, and choose 'Edit' in the dropdown menu.
  4. In the window that appears, there are tabs at the top. Go to "Where does the document belong?". The current location will be highlighted.
  5. Navigate through the folders and highlight the folder where the document should go.
  6. At the bottom, click Save or Check In or Submit to Workflow (Enterprise Only).
  7. Follow the appropriate steps to publish the document.
  • Save, then Check In, then Publish (or Submit to Workflow then Approve)
  • Check In, then Publish (or Submit to Workflow then Approve)
  • Submit to Workflow, then Approve.

Note: if you click Cancel your document will remain checked out. If you do not wish to make changes at this time, find the document in Document in Explorer. Click to show the menu and select Undo Checkout to check it back in with no changes.

Document Properties in GeoDocs 8

 Documents can carry many properties in GeoDocs 8.  To see the properties of a document:

In the top toolbar, click "FILES" to open Document Explorer
Navigate to the file you want to investigate
Left-click on the file name.  In the dropdown that appears, choose the last option "View Content Properties"

The popup window that appears shows properties.  Click the tabs at the top to see more.

CONTENT DETAILS Tab
  • Topics - any piece of content must have at least 1 topic assigned
  • Metadata (free form information that can be used to improve search engine rankings or just simply describe the document to help other users)
  • Group Owner 
  • Status: Active/Inactive and Public/Non-public
  • Start and End Date (to set limits on when the document is available to site visitors)
  • Priority (may be used for subscriptions/alerts or to sort lists of documents)
  • Send Next (if this box is checked, the next time a new version of the document is published, the system may send emails to notify users if they are subscribed to receive such alerts)
SECURITY Tab
  • Content ID
  • Created Date
  • Created By (user)
  • Modified Date
  • Modified By (user
CONTENT HISTORY Tab
  • If you have document versioning turned on, you will see a list of all prior versions of the document.  Click 'view' on the far right column to open older versions.  

To change a document's properties, such as topics or group ownership, you must first 'check out' the document and THEN view its properties.  When the document is checked out to you, there will be a SAVE button at the bottom of the Properties window.

Alternative Route:
If you are in the group that owns a document, you can also see and edit a document's properties if you click on the file name and choose EDIT.  This will open the above mentioned tabs, as well as a tab that will allow you to change the location of the document or upload a new version.