WCMS Training

1. Head to the EPI log in page. https://epipd.alamo.edu/Util/login.aspx Or https://epipd.alamo.edu/episerver/cms

2. Insert log in information.

3. Then click “Log in”.

1. Locate the drop-down arrow and left-click.

2. Then click on your username.

3. Click “Log Out”.

1. Locate the “Navigation Pane” button.

2. Pin down the sidebar to your workspace by clicking the “Pin“ icon. (Optional)

3. Use + and - to the Locate desired page/folder.

Note:

Anytime you make any edits to a page, a notification will appear in the top-right of your workspace over the “Options” menu.

1. When you have completed any changes, click on the "Publish?" drop-down.

2. Then click the “Publish Changes” button to confirm your edits.

Note:

You can preview the page you just published using the "Options" menu.

1. Click the “Options” drop-down menu.

2. Then right-click “View On Website”.

3. Click on “Open Link In New Tab”. (Optional)

Note: 

If you happen to make an error. You can use the “Publish?” drop-down menu to undo any mistakes you’ve made from the last time you published that same page.

1. Click the “Publish?” drop-down menu.

2. Then click “Revert To Publish”.

To add TEXT select the page you would like to edit.

1. Locate and click on the “Content” text box on your workspace.

2. Make your edits inside the content area.

3. When you are finished select the “Publish?” button and confirm your edits.

In EPI server, the following link types are available to use:

Page - Links from one page to another different page.

Media - Links to files like images and PDF documents stored on the web.

Email - Links to a person's email.

External Link - Links to information on another website.

Anchor - Links to different sections within the page, allowing the user to jump through information.

Note

Locate the text-box in your workspace.

1. Highlight the text you would like to hyperlink.

2. Select the “Insert/Edit Link” button located in your tools section. (A window will pop up)

3. Click on the “Page Link“ option

4. Browse for an internal page you want to link to and click “Okay”.

5. Click “Okay” again.

6. You are done. Your selected text should appear highlighted in yellow. (This means that it has been converted into a link)

Note:

Images of the first two steps will be the same as if you were adding a “Page Link“.

1. Highlight the text you would like to hyperlink.

2. Select the “Insert/Edit Link” button located in your tools section. (A window will pop up)

3. Click on the “Media Link” option.

4. Browse for an image or document, select it, and Click “Okay”.

5. Click “Okay” again.

6. You are done now. Your selected text should appear highlighted in yellow. (This means that it has been converted into a link)

Note:

Images of the first two steps will be the same as adding a ”Page Link”.

1. Highlight the text to hyperlink.

2. Select the “Insert/Edit Link” button located in your tools section. (A window will pop up)

3. Select the “E-mail Link” option.

4. Click “Okay”.

5. Now you are done. Your selected text should appear highlighted in yellow. (This means that it has been converted into a link)

*Note: Yellow will not show on your published page.*

Note:

Images of the first two steps will be the same as adding a ”Page Link”.

1. Highlight the text you would like to hyperlink.

2. Select the “Insert/Edit Link” button located in your tools section. (A window will pop up)

3. Select “External Link” and fill the area with URL an external link.

4. Click “Okay”.

5. You are done now. Your selected text should appear highlighted in yellow. (This means that it has been converted into a link)

*Note: Yellow will not show on your published page.*

Step 1: Insert Anchor

1. Select the text where you would like to place an anchor.

2. Select “Insert/Edit Anchor” button on your Toolbar.

3. In “Anchor Name”, type a name for the anchor. Don't use spaces.

4. Click “Insert”.

5. The anchor symbol should appear in the text box next to the selected text.

Step 2: Link to Anchor

1. Select the text that will form the link.

2. Select “Insert/edit” link. In the window, keep the Web Page tab active.

3. In “Link title“, type the text that will be shown as a pointer to the link.

4. Select how the link is opened.

5. Select “Anchor” on this page as the link target.

6. In Anchor, select the anchor to which you want to link (All the anchors on the page are listed here).

7. Click “Okay”.

8. The link is displayed in the text editor with a yellow background.

1. Select the anchor you want to edit.

2. Select “Insert/Edit Anchor” from the Toolbar.

3. In “Anchor Name”, edit the existing text.

4. Click “Update”.

Note:

Be sure to have your link selected/highlighted.

1. To remove a hyperlink, look for the unlink button and click. (This will break the current link attached to your highlighted text)

1. Locate the “Toggle Assets Pane” button.

2. Pin down the sidebar to your workspace by clicking the “Pin“ icon. (Optional)

3. Click on the “Media” tab

4. Use "+" and "-" to locate desired page/folder.

1. To upload a file you will need to first make sure your file is on your desktop or you can look for the document in “Finder” if you are on a mac and “My Computer” if you are on windows. (Remove spaces in your filenames, or use hyphens instead)

2. Click-hold and drag the file to the “Media” section. (A message will appear in the media folder saying to “drop files here to upload to your designated folder”).

Note:

Once completed you can now find it in your file structure or you can also search for the folder you used to drop the file in. For information on using the uploaded file on your page, please go to chapter 2.3. There, you will be shown how to implement different kinds of media to your page. 

To overwrite an existing media file, follow the same 2 steps in chapter 3.2. You MUST name your new file exactly same as the document you are replacing. 

1. Once you have dragged and dropped the replacement for your file, a window will appear asking if you wish to proceed with these changes.

2. Click “Replace File” to confirm the changes.

3. Another window will pop up confirming that your new file replacement has been uploaded.

4. Click “Close”.

Keeping a clean folder structure is key to an efficient workspace.

Simple file names will help you find files quickly. For example, if you are naming an image of one of NVC’s buildings, start with the size of the image, then follow up with the buildings formal name, and lastly a number that indicates the order of which the images were taken.

(Use hyphens instead of spaces.)

Example:

1. In your tools section, inside your text box, select the “Insert/Edit Image” button.

2. Use the browse button to search for your image in the pop-up window.

3. Click “Okay” once you’ve found your image.

4. Before you “Insert” your image, make sure to add a title and description of your image. (Without a title and description, the image will not be available to preview.)

1. If you are looking for stock images, start by opening your "Assets Page" if it is not already pinned on your workspace.

2. Select the “Media” panel.

3. Browse through the following folder structure. “For this site” - “NVC” - “Website Assets”. Here, you will find images and video files. The image size will depend on the content area you are in.

1920x1080 - Hero (top of Front Page)/General Banner

1110x500 - Wide Banner (best for slides)/Header Background (black & white faded image)

932x727 - News Regular (Image that shows up in News/Student Stories section)

782x518 - Event Regular (image that shows up as Spotlight Event)/Event Thumbnail

760x427 News Thumbnail

Drop zones are used to hold blocks, these zones are capable of holding content in different sections of the page.

Content Area - Top of Page (1): Drop blocks here to display at the top of the page, between the main menu and the breadcrumbs.

Content Area -Main Body (2): Drop blocks here to display below the page title and main content, and to the right of the left column.

Content Area - Full Width (3): Drop blocks here to display at the bottom of the page, at the full content width (no left column).

Content Area - Left Column (4): Drop blocks here to display in the left column, below the sidebar menu.

Main - Main Content (5): Enter content in this built-in rich text field to display below the page title.

The following blocks are those used most frequently, here are their names:

1. Locate the “Toggle Assets Pane” button.

2. Pin down the side bar to your work-space by clicking the “Pin“ icon. (Optional)

3. Use "+" and "-" to Locate desired page/folder.

The two methods to create a block are to click on a folder’s drop-down menu and select “New Block” or through the CMS dashboard and “Create A New Block”.

Method 1:

Open the blocks menu. Refer back to chapter 4.3.

1. Select the "Blocks" category.

2. Select the folder in which you would like to add a block.

3. Click the button on the right side of the folder to bring down the drop-down menu.

4. Select “New Block”.

5. Give your block a title and select the type of block you want.

6. Drag and drop your new block into the content area.

Method 2:

On the CMS dashboard page locate the content area you would like a new block. 

1. Select “Create A New Block”.

2. Give your block a title and select the type of block you want.

3. Make your edits to the block and then click the “Create” button.

1. Select the block you would like to edit.

2. On the right of the block, choose the drop-down button.

3. In the drop-down menu, click "Edit"

4. Make your edits and click the "Publish?" button.

When creating blocks in the CMS dashboard, always drop the block into the corresponding folder to keep your files organized.

Otherwise, the files will automatically save in a section on your "Assets Pane", under "Blocks" called "For This Page".

To be able to reuse these blocks, they will need to be moved to an assigned folder. Also, doing so will help keep your folder structure well organized.